2024-05-13T12:27:34-07:00 2023-12-31 752782894 EW Tax and Valuation Group LLP 16660 Dallas Parkway Suite 2400 Dallas TX 75248 990PF 2023-01-01 752468388 Robert and Willora Oglesby Foundation Inc ROBE 9722384700 1409 N Waterview Drive Richardson TX 75080 Robert K Oglesby Director 2024-05-13 true Robert K Oglesby 999009999 true Annette Jones P00043634 9722509959 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 889929 X 53020 1916 1916 1916 21801 21801 21801 30095 220736 30095 10279 106832 53812 33996 1800 1800 7926 7923 521 521 301 301 10548 10244 301 35500 35500 46048 10244 35801 60784 43568 33996 31101 49733 49733 10853 40422 39030 258000 190255 209395 500541 580869 591771 800495 861279 889929 0 X 800495 861279 800495 861279 800495 861279 800495 60784 861279 861279 TD Ameritrade #XXX-XX-XXXX ST P 2023-01-01 2023-12-31 37900 28498 9402 9402 TD Ameritrade #XXX-XX-XXXX LT P 2022-01-01 2023-12-31 114230 96831 17399 17399 25000 Wells Fargo Bank CD P 2023-01-31 2023-11-06 25000 25000 500 Intel Corp P 2022-08-11 2023-12-15 20597 17955 2642 2642 1000 SFL Corp LTD P 2017-02-02 2023-11-16 10933 14153 -3220 -3220 900 SFL Corp LTD P 2020-09-11 2023-11-16 9840 8204 1636 1636 -3000 Sector Spider TR Call $89 12/15/23 P 2023-05-17 2023-12-15 877 877 877 Capital Gain Dividends 1359 30095 10279 606 606 606 X 29 635 0 false false false false false false false false true true false false false false true N/A Robert Oglesby 9722384700 1409 N Waterview Drive Richardson TX 75080 false false false false false false false false false false false false false false false false false false false false false false Robert K Oglesby 1409 N Waterview Drive Richardson TX 75080 Director 0.00 0 Willora Oglesby 1409 N Waterview Drive Richardson TX 75080 Director 0.00 0 Robert K Oglesby Jr 1409 N Waterview Drive Richardson TX 75080 Director 0.00 0 NONE NONE 780269 71709 0 851978 0 851978 12780 839198 41960 41960 606 606 41354 41354 41354 35801 35801 41354 34716 35801 34716 0 1085 40269 Robert and Willora Oglesby Foundati 1409 N Waterview Dr Richardson TX 75080 9722384722 Narrative Correspondence N/A Scholarships are awarded to private colleges and universites on behalf of deserving but needy student pulpit preachers. Heritage Chr Univ FBO Garrett Downing 3625 Helton Drive Florence AL 35630 NONE NC Scholarship 1000 Heritage Christian Univ FBO Kenley 3625 Helton Drive Florence AL 35630 NONE NC Scholarship 1000 Baxter Institute Colonia San Jose de la Vega Tegucigalpa Destrito Central HO NONE NC Scholarship 2000 Preacher's Training School - India Turangi Kakanda EG Dist, AP IN 533016 NONE NC Scholarship 1000 Preacher's Training School - India Turangi Kakanda EG Dist, AP IN 533016 NONE NC Scholarship 1000 Preacher's Training School - India Turangi Kakanda EG Dist, AP IN 533016 NONE NC Scholarship 1000 Heritage Christian Univ FBO Adam Mi 3625 Helton Drive Florence AL 35630 NONE NC Scholarship 500 Heritage Christian Uni FBO Daniel P 3625 Helton Drive Florence AL 35630 NONE NC Scholarship 1000 Heritage Christian Uni FBO Aaron Jo 3625 Helton Drive Florence AL 35630 NONE NC Scholarship 1000 Heritage Christian Univ FBO William 3625 Helton Drive Florence AL 35630 NONE NC Scholarship 1000 Heritage Christian Univ FBO Justin 3625 Helton Drive Florence AL 35630 NONE NC Scholarship 1000 Heritage Christian Univ FB James Ho 3625 Helton Drive Florence AL 35630 NONE NC Scholarship 1000 Heritage Chr Univ FBO Scott Wright 3625 Helton Drive Florence AL 35630 NONE NC Scholarship 1000 Heritage Chr Univ FBO James Hendrix 3625 Helton Drive Florence AL 35630 NONE NC Scholarship 1000 Heritage Chr Univ FBO Marricut Elli 3625 Helton Drive Florence AL 35630 NONE NC Scholarship 1000 Heritage Chr Univ FBO Richard Kelly 3625 Helton Drive Florence AL 35630 NONE NC Scholarship 1000 Heritage Chr Univ FBO Brock Mayberr 3625 Helton Drive Florence AL 35630 NONE NC Scholarship 1000 Heritage Chr Univ FBO Ezra Carrick 3625 Helton Drive Florence AL 35630 NONE NC Scholarship 1000 Heritage Chr Univ FBO Jeremy McFarl 3625 Helton Drive Florence AL 35630 NONE NC Scholarship 1000 Heritage Chr Univ FBO William P Ada 3625 Helton Drive Florence AL 35630 NONE NC Scholarship 1000 Freed-Hardeman Univ FBO Michael Ruc 158 E Main St Henderson TN 38340 NONE NC Scholarship 1000 Freed-Hardeman Uni FBO Jacob C Bett 158 E Main St Henderson TN 38340 NONE NC Scholarship 1000 Freed-Hardeman Univ FBO Austin Ketc 158 E Main St Henderson TN 38340 NONE NC Scholarship 1000 Freed-Hardeman Univ FBO Landen D We 158 E Main St Henderson TN 38340 NONE NC Scholarship 1000 Freed-Hardeman Univ FBO Carson Hopk 158 E Main St Henderson TN 38340 NONE NC Scholarship 1000 Freed-Hardeman Univ FBO Kyle Cunnin 158 E Main St Henderson TN 38340 NONE NC Scholarship 1000 Freed-Hardeman Univ FBO Dalton Shum 158 E Main St Henderson TN 38340 NONE NC Scholarship 2000 Freed-Hardeman Univ FBO Joshua Orti 158 E Main St Henderson TN 38340 NONE NC Scholarship 1000 Freed-Hardeman Univ FBO Sam Johnson 158 E Main St Henderson TN 38340 NONE NC Scholarship 1000 Freed-Hardeman Univ FBO Mel Hutzler 158 E Main St Henderson TN 38340 NONE NC Scholarship 1000 Freed-Hardeman Univ FBO Grady Guthr 158 E Main St Henderson TN 38340 NONE NC Scholarship 1000 Freed-Hardeman Univ FBO Tyler L Bec 158 E Main St Henderson TN 38340 NONE NC Scholarship 1000 SW Sch of Bib Studies FBO Jaston Ri 8900 Menchaca Rd Austin TX 78748 NONE NC Scholarship 1000 SW Sch of Bib Stu FBO Christopher W 8900 Menchaca Rd Austin TX 78748 NONE NC Scholarship 1000 35500 1916 21801 30095 53812 53812 false false false false false false false false false false X X 1 Sue Adams 3604 Claymore Dr Richardson TX 75080 10000 X 2 Marshall Vicky Chase 1220 Huntington Dr Richardson TX 75080 10000 X 3 Jim Lela Porter 32 Winged Foot Cir E Abilene TX 79606 10000 X Accounting Fees 1800 1800 0 0 Stocks 190255 209395 40422 39030 Mutual Funds AT COST 334025 315623 Exchange Traded Funds AT COST 244621 281545 Options Contracts AT COST 5015 12635 Fund Eight Liquidating Trust AT COST 7238 7238 Office Supplies & Stationary 301 301 Investment Advisory Fees - LPL 3434 3431 0 0 Investment Advisory Fees - TD Ameritrade 4492 4492 0 0 2022 990-T Tax Payments 494 494 Foreign Taxes Paid per 1099-DIV 27 27