2024-08-29T07:40:36-07:00 2023-12-31 923771979 Matthew D Anson CPA PLLC 15851 Dallas Pkwy Suite 210 Addison TX 75001 990PF 2023-01-01 756006996 The Chilton Foundation CHIL 6157831437 40 Burton Hills Blvd Suite 300 Nashville TN 37215 Cumberland Trust Trustee 6157831437 2024-08-29 true true Matthew D Anson P01521910 4698152216 X 2023 2024-08-08 14:25:15Z X 11366238 X X 286620 286620 177611 1066150 177736 464231 464356 178192 12500 165692 5500 5500 53432 53432 4485 2242 2243 87 87 241696 73761 167935 520500 520500 762196 73761 688435 -297965 390595 29103 30756 30756 16246 34512 34512 8449412 8028627 10147631 1077380 1178237 1153339 9572141 9272132 11366238 0 X 10072989 9572141 -500848 -300009 9572141 9272132 9572141 9272132 9572141 -297965 9274176 2044 9272132 Publicly Traded Securities P 2022-12-31 2023-12-31 573271 574854 -1583 -1583 Publicly Traded Securities P 2022-12-31 2023-12-31 492879 313685 179194 179194 Wash Sale 125 177736 5429 5429 5429 10745 10745 5316 5316 false false false false false false false true true TX true false false false false true N/A Cumberland Trust 6157831437 40 Burton Hills Blvd Suite 300 Nashville TN 37215 false false false false true false false false false false false false false false false false false false false false false false Patti Lu B Brown 40 Burton Hills Blvd Ste 300 Nashville TN 37215 Dstr Committee 10.00 75000 3192 Bonnie M B Harding 40 Burton Hills Blvd Ste 300 Nashville TN 37215 Dstr Committee 10.00 75000 Cumberland Trust 40 Burton Hills Blvd Ste 300 Nashville TN 37215 Trustee 10.00 25000 NONE NONE 10751915 37663 0 10789578 0 10789578 161844 10627734 531387 531387 5429 5429 525958 525958 525958 688435 688435 525958 140679 688435 140679 0 525958 21798 21798 0 21798 21798 Patti Lu Bell Brown 40 Burton Hills Blvd Suite 300 Nashville TN 37215 6157831437 Letter format with appropriate attachments None For the assistance and promotion of the welfare of humanity; preference to be given to residents of Texas and Arkansas. Salesmanship Club Charity Golf of D 106 E 10th Street Ste 200 Dallas TX 75203 PC Charity 37500 Baylor Scott White Dallas Foundatio 3600 Gaston Ave Barnett Twr 100 Dallas TX 75246 PC Charity 2500 Children's Medical Center Foundatio 2777 N Stemmons Fwy Suite 1700 Dallas TX 75207 PC Charity 200000 American Cancer Society 30 Highland Park Village Dallas TX 75205 PC Charity 10500 Crystal Charity Ball 3838 Oak Lawn Ave Ste L150 Dallas TX 75219 PC Charity 40000 Equest Women's Auxillary PO Box 192747 Dallas TX 75219 PC Charity 3000 University of Arkansas Empower Prog 213 Graduate Education Bldg Fayetteville AR 72701 PC Charity 50000 Miss Fran's Teaching Garden 1201 South Tool Drive Tool TX 75143 PC Charity 5000 Junior League of Dallas 8003 Inwood Rd Dallas TX 75209 PC Charity 2500 Salvation Army 1221 River Bend Dr Dallas TX 75247 PC Charity 125000 Baylor Healthcare System Foundation 3600 Gaston Ave Barnett Twr 100 Dallas TX 75246 PC Charity 44500 520500 286620 177611 464231 464231 false false false false false false false false false false 5500 5500 0 0 Invesco Total Return 398171 384287 PGIM Total Return Bond 400881 383457 Vaneck Faln Angl HY Bnd 379185 385595 First Trust Preferred 380399 359036 First Trust TCW 406310 385643 FT Rising Dividend 937889 1100559 Hartford Total Return 392783 382898 Ishares Core S&P Mid Cap 231487 543081 Ishares MSCI USA Qlty 1233810 1497983 Ishares Russell 1000 12 14 Ishares Russell 2000 147298 355164 Ishs MSCI Intl Quality 399762 462811 JP Morgan Ultra Short 150093 149736 Pacer US Small Cap Cash 224597 286690 Schwab Fundamental Inl 410401 478803 SPDR Doubleline Ttl Rtrn 406603 385047 SPDR Bloomberg 13 Mnth Vanguard Dividend 825271 920225 Vanguard Real Estate 334626 510878 Vanguard Total Stock Mkt 546967 1245229 Wsdmtre Emrg Mkt Ex Stt 489637 493563 Invesco S&P 500 Garp 510682 590271 Timing Differences 2044 Advisor Fee 53432 53432 0 0 Foreign Taxes 4485 2242 2243