2024-10-31T11:07:44-05:00 2023-12-31 752947680 The Walton Group LLC 6100 Southwest Blvd Ste 400 Fort Worth TX 76109 990PF 2023-01-01 823792421 THE KALPAKIS FAMILY FOUNDATION KALP 8172891414 5416 BIRCHMAN AVE FORT WORTH TX 76107 MARK G KALPAKIS OFFICER 8172891414 2024-10-31 1 1 Mark L Walton P00194495 8177311155 2023 2024-10-15 13:58:12Z X 1331414 X 500000 11685 11685 -23328 185868 0 488357 11685 0 0 0 3220 0 3220 84 0 0 3845 3845 0 7149 3845 3220 7782 7782 14931 3845 11002 473426 7840 108458 510349 510349 522044 593663 821065 630502 1104012 1331414 84 0 84 X 0 0 0 0 630502 1103928 630502 1103928 630502 1104012 630502 473426 0 1103928 0 1103928 MAGNITE INC P 2021-12-27 2023-02-10 7773 6387 1386 1386 FIRST REPUBLIC BANK P 2022-12-27 2023-03-15 1910 7190 -5280 -5280 FIRST REPUBLIC BANK P 2023-02-10 2023-03-15 637 2817 -2180 -2180 CVS HEALTH CORP P 2022-08-12 2023-07-27 5300 7445 -2145 -2145 ESTEE LAUDERCO INC P 2020-08-11 2023-07-27 4425 5181 -756 -756 FMC CORP P 2020-10-29 2023-07-27 3343 3572 -229 -229 FMC CORP P 2021-12-27 2023-07-27 4298 4822 -524 -524 REVVITY INC P 2021-12-27 2023-07-27 7769 11422 -3653 -3653 ABBOTT LABORATORIES P 2021-08-19 2023-12-06 3676 4395 -719 -719 ABBOTT LABORATORIES P 2021-12-27 2023-12-06 6827 8981 -2154 -2154 AIR PROD & CHEMICALS P 2021-12-27 2023-12-06 13526 14780 -1254 -1254 ALLSTATE CORP P 2022-09-16 2023-12-06 7057 6595 462 462 ANSYS INC P 2022-08-12 2023-12-06 7166 7117 49 49 BECTON DICKINSON & CO P 2021-12-27 2023-12-06 10704 11104 -400 -400 COLGATE-PALMOLIVE CO P 2020-07-23 2023-12-06 6311 5947 364 364 COLGATE-PALMOLIVE CO P 2022-06-29 2023-12-06 3550 3583 -33 -33 KIMBERLY CLARK CORP P 2021-12-27 2023-12-06 7423 7924 -501 -501 KIMBERLY CLARK CORP P 2021-12-27 2023-12-06 1856 2085 -229 -229 L3HARRIS TECHNOLOGIES P 2020-08-06 2023-12-06 7945 6938 1007 1007 L3HARRIS TECHNOLOGIES P 2020-10-29 2023-12-06 1986 1612 374 374 MERCK & CO INC P 2021-02-23 2023-12-06 2101 1498 603 603 NEXSTAR MEDIA GROUP P 2023-06-12 2023-12-06 10383 11755 -1372 -1372 NIKE P 2020-04-17 2023-12-06 3455 2543 912 912 ROPER TECHNOLOGIES P 2020-11-05 2023-12-06 8039 5795 2244 2244 ROPER TECHNOLOGIES P 2021-02-01 2023-12-06 5359 3927 1432 1432 TWILIO INC CLASS P 2023-02-10 2023-12-06 11775 11050 725 725 UNITEDHEALTH GROUP INC P 2022-04-12 2023-12-06 5477 5342 135 135 WALT DISNEY CO P 2021-08-19 2023-12-06 6448 12307 -5859 -5859 WALT DISNEY CO P 2021-12-27 2023-12-06 3684 6065 -2381 -2381 WALT DISNEY CO P 2023-06-12 2023-12-06 921 922 -1 -1 XYLEM INC P 2020-09-11 2023-12-06 4242 3381 861 861 XYLEM INC P 2021-02-03 2023-12-06 7953 7243 710 710 ZOETIS INC P 2020-07-23 2023-12-06 2549 2017 532 532 OTHER P 2020-12-01 2023-12-31 5454 -5454 -5454 -23328 109 0 109 0 109 0 0 0 0 0 0 109 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A MARK G KALPAKIS 8172891414 5416 BIRCHMAN AVE FORT WORTH TX 76107 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARK G KALPAKIS 5416 BIRCHMAN AVENUE FORT WORTH TX 76107 DIRECTOR 0.25 0 0 0 CATHERINE KALPAKIS 5416 BIRCHMAN AVENUE FORT WORTH TX 76107 DIRECTOR 0.25 0 0 0 R DEAN WILLIAMS 5416 BIRCHMAN AVENUE FORT WORTH TX 76107 DIRECTOR 0.10 0 0 0 NONE 0 NONE 0 0 670822 109234 0 780056 0 0 780056 11701 768355 38418 38418 109 109 38309 0 38309 0 38309 11002 0 11002 38309 11002 0 0 11002 11002 0 0 0 0 0 0 0 0 0 0 0 38309 0 0 0 MARK G KALPAKIS CATHERINE KALPAKIS X FORT WORTH ACADEMY 7301 DUTCH BRANCH ROAD FORT WORTH TX 76132 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 5000 WHITEFISH LEGACY PARTNERS 525 RAILWAY SUITE 206 WHITEFISH MT 59937 NONE NOT-FOR-PROFIT 501(C ADOPT THE UPPER AND LOWER HASKILL TRAILS 1000 THE FIRST TEE OF FORT WORTH 1900 ROCKWOOD PARK DR N FORT WORTH TX 76114 NONE NOT-FOR-PROFIT 501(C GENERAL SUPPORT 1782 7782 0 14 11685 18 -23328 0 -11643 0 -11643 0 0 0 0 0 0 0 0 0 0 X X 1 MARK G KALPAKIS 5416 BIRCHMAN AVENUE FORT WORTH TX 76107 250000 X 2 CATHERINE KALPAKIS 5416 BIRCHMAN AVENUE FORT WORTH TX 76107 250000 X ACCOUNTING FEES 3220 0 3220 BROKERAGE ACCOUNT AT COST 593663 821065 INVESTMENT FEES 3845 3845 0 PRIOR YEAR 990PF TAXES 84 0 0