2024-05-08T13:01:23-05:00 2023-12-31 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990PF 2023-01-01 264800771 ELIZABETH BORN LINZ FDN ELIZ 9723048523 221 E BETHEL RD COPPELL TX 75019 BRAD A CARSON TRUSTEE 9723048523 2024-05-05 true true LAWRENCE MCGUIRE P01233953 4123556000 2024-05-05 X 2023 2023-04-26 12:10:37Z X 2171229 X 47780 47780 52536 85181 52536 0 100316 100316 0 0 0 0 0 0 0 0 0 0 3000 0 0 3000 22270 8908 13362 0 1210 1165 0 0 0 0 0 0 0 26480 10073 0 16362 135000 135000 161480 10073 0 151362 -61164 90243 0 48000 16000 16000 251811 223070 223070 0 0 0 1044320 1011676 1614515 349257 349257 317644 0 1693388 1600003 2171229 0 X 1693388 1600003 1693388 1600003 1693388 1600003 1693388 -61164 11000 1643224 43221 1600003 144.051 OAKMARK SELECT FD 2016-04-08 2023-12-14 10000 5584 4416 4416 1246.883 LOOMIS SAYLES GROWTH FUND 2016-04-08 2023-12-14 30000 16311 13689 13689 53. VANGUARD S&P 500 ETF 2017-02-24 2023-12-14 23046 10750 12296 12296 CAPITAL GAIN DIVIDENDS P 22135 CAPITAL GAIN DIVIDENDS P 22135 CAPITAL GAIN DIVIDENDS P 22135 52536 1254 0 1254 0 1254 1423 0 0 1423 0 169 169 0 false false false false false false false true true TX true false false false false true BRAD CARSON 9723048523 221 BETHEL RD COPPELL TX 750195120 false false false false false false false false false false false false false false false false false false false false false BRAD A CARSON 221 BETHEL RD COPPELL TX 75019 SECRETARY 1 0 WILLIAM ROBERT HOGUE 4260 PRESCOTT AVE APT 2C DALLAS TX 75219 CHAIRMAN 1 0 CYNTHIA GULL 1912 LARCHMONT HOUSTON TX 77019 VICE CHAIRMAN 1 0 NONE 0 NONE 0 1848354 257683 0 2106037 0 0 2106037 31591 2074446 103722 103722 1254 1254 102468 0 102468 0 102468 151362 0 0 0 0 151362 102468 0 0 9010 12046 59447 34742 35403 150648 151362 0 0 0 102468 48894 0 0 199542 0 0 0 0 0 0 9010 190532 12046 59447 34742 35403 48894 X VISITING NURSES ASSOCIATION 1600 VICEROY DRIVE DALLAS TX 75235 NONE PC GENERAL OPERATING 15000 SMILE TRAIN 41 MADISON AVE NEW YORK NY 10010 NONE PC GENERAL OPERATING 4000 ST PHILIP'S SCHOOL AND COMMUNITY CTR 1600 PENNSYLVANIA AVE DALLAS TX 75215 NONE PC GENERAL OPERATING 10000 RETINA RESEARCH FOUNDATION 9600 N CENTRAL EXPY DALLAS TX 75231 NONE PC GENERAL OPERATING 5000 VOGEL ALCOVE 7557 RAMBLER RD DALLAS TX 75231 NONE PC GENERAL OPERATING 5000 CHILD STUDY CENTER 1300 W LANCASTER AVE FORT WORTH TX 76102 NONE PC GENERAL OPERATING 10000 VICKERY MEADOW YOUTH DEVELOPMENT FDN 4809 COLE AVE DALLAS TX 75205 NONE PC GENERAL OPERATING 5000 NORTH TEXAS FOOD BANK 4500 S COCKRELL HILL RD DALLAS TX 75236 NONE PC GENERAL OPERATING 25000 SCOTTISH RITE HOSPITAL 2222 WELBORN ST DALLAS TX 75219 NONE PC GENERAL OPERATING 8000 GENESIS WOMEN'S SHELTER 4411 LEMMON AVE DALLAS TX 75219 NONE PC GENERAL OPERATING 8000 GIRLS INC OF METROPOLITAN DALLAS 2040 EMPIRE CENTRAL DRIVE DALLAS TX 75235 NONE PC GENERAL OPERATING 5000 MI ESCUELITA PO BOX 191487 DALLAS TX 75219 NONE PC GENERAL OPERATING 10000 ASPIRE PO BOX 570159 DALLAS TX 75367 NONE PC GENERAL OPERATING 10000 HELPMESEE 1 EVERTRUST PLAZA SUITE 308 JERSEY CITY NJ 07302 NONE PC GENERAL OPERATING 7000 TURTLECREEK CONSERVATORY 3333 TURTLE CREEK BLVD DALLAS TX 75219 NONE PC GENERAL OPERATING 8000 135000 14 47780 18 52536 100316 100316 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 3000 3000 SEE ATTACHED 349257 317644 SEE ATTACHED 1011676 1614515 GRANTS PAID IN 2022, CLEARED IN 2023 43000 COST BASIS ADJ 221 GRANTS PAID IN 2023, CLEARED IN 2024 11000 OTHER PROFESSIONAL FEES 22270 8908 13362 FOREIGN TAXES 872 872 0 FEDERAL ESTIMATES - PRINCIPAL 45 0 0 FOREIGN TAXES ON NONQUALIFIED 293 293 0