2024-12-03T16:43:20-06:00 2024-07-31 822488343 PITTSFORD SAMUELS PLLC 1776 YORKTOWN SUITE 530 HOUSTON TX 77056 990PF 2023-08-01 476448155 THE JOHN R SELMAN & MAGGIE B SELMAN CHARITABLE TRUST JOHN 7134467522 CO RYAN SVOBODA PO BOX 511 SEALY TX 77474 RYAN SVOBODA CO-TRUSTEE 7134467522 2024-11-30 1 1 PATRICK D SAMUELS P01311299 7139776888 2024-11-30 2023 2024-10-15 13:58:12Z X 11589962 X X 45549 45549 362251 362251 -50569 691206 0 3 3 357234 407803 98244 98244 0 1850 1850 0 4765 4765 0 24338 24338 0 129197 129197 0 546500 546500 675697 129197 546500 -318463 278606 73269 8229 8229 69189 72414 72414 7664786 7489834 10758583 782432 700736 700736 50000 50000 50000 8639676 8321213 11589962 0 0 X 0 0 0 0 8639676 8321213 8639676 8321213 8639676 8321213 8639676 -318463 0 8321213 0 8321213 583 SHS HEALTHCARE SEL SECT SPDR FD 2022-04-20 2023-09-11 77340 79923 -2583 -2583 1157 SHS UTILITIES SEL SECT SPDR FD 2022-04-20 2023-09-11 73671 81852 -8181 -8181 11712.82 SHS POLEN GROWTH INST 2019-07-01 2024-07-10 540195 580000 -39805 -39805 -50569 3873 0 3873 0 3873 0 0 0 0 0 233 4106 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A RYAN SVOBODA 7134467522 PO BOX 511 SEALY TX 77474 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GARY PLESS 610 WESTVIEW TERRACE DRIVE SEALY TX 77474 CO-TRUSTEE 1.00 32748 0 0 LEROY ZAPALAC 202 MEADOW LANE SEALY TX 77474 CO-TRUSTEE 1.00 32748 0 0 RYAN SVOBODA 717 WARD STREET SEALY TX 77474 CO-TRUSTEE 1.00 32748 0 0 NONE 0 NONE 0 THE JOHN R. SELMAN AND MAGGIE B. SELMAN CHARITABLE TRUST HAS BEEN CREATED TO PROVIDE FUNDS FOR CHARITABLE ACTIVITIES, EDUCATION ACTIVITIES AND SIMILAR ACTIVITIES IN AND AROUND THE GENERAL AREAS OF SEALY, TX, PROVIDED THAT THESE ORGANIZATIONS ARE THE TYPES OF ORGANIZATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES, AND WHICH ARE DESCRIBED IN INTERNAL REVENUE CODE SECTION 170(C) AND INTERNAL REVENUE CODE SECTION 2055(A)(1),(2) AND (3). EXAMPLES OF ORGANIZATIONS ARE LISTED IN THE PURPOSE CLAUSE OF THE TRUST DOCUMENT AND INCLUDE PUBLIC SCHOOLS, PARKS, LIBRARIES, RECREATION FACILITIES, FIRE DEPARTMENTS, EMERGENCY MEDICAL SERVICES, SOCIAL SERVICE ORGANIZATIONS, ANIMAL RESCUE FACILITIES AND EDUCATIONAL FACILITIES. IT IS INTENDED THAT THE JOHN R. SELMAN AND MAGGIE B. SELMAN CHARITABLE TRUST MAKE INVESTMENTS AND USE THE PRINCIPAL AND INTEREST TO MAKE ANNUAL DISBURSEMENTS TO QUALIFIED ORGANIZATIONS. 546500 0 10575759 111551 791584 11478894 0 0 11478894 172183 11306711 565336 565336 3873 3873 561463 0 561463 0 561463 546500 0 546500 561463 546218 0 0 546500 546218 0 0 282 0 0 0 0 0 0 0 0 561181 0 0 0 RYAN SVOBODA PO BOX 511 SEALY TX 77474 7134467522 RSVOBODA@CSBSEALY.COM THE ONLY ORGANIZATIONS WHICH ARE ELIGIBLE FOR GRANTS OR DISTRIBUTIONS ARE CHARITABLE ORGANIZATIONS, DONATIONS TO WHICH QUALIFY FOR A DEDUCTION UNDER THE INTERNAL REVENUE CODE. THIS IS SET OUT IN THE TRUST DOCUMENT CREATING THE JOHN R. SELMAN AND MAGGIE B. SELMAN CHARITABLE TRUST. IT IS NOT EXPECTED THERE WILL BE ANY RELATIONSHIP BETWEEN ANY ORGANIZATION RECEIVING A GRANT OR DISTRIBUTION AND THE JOHN R. SELMAN AND MAGGIE B. SELMAN CHARITABLE TRUST OR THE CO-TRUSTEES OF THE JOHN R. SELMAN AND MAGGIE B. SELMAN CHARITABLE TRUST. SEE ABOVE THE GRANT PROPOSAL WILL OBLIGATE THE RECIPIENT ORGANIZATION TO USE THE GRANT OF FUNDS FOR WHICH THE GRANT WAS MADE. THE GRANT PROPOSAL WILL REQUIRE A REPORT TO BE MADE AS TO HOW THE FUNDS WERE USED AND PRODUCTION OF BOOKS AND/OR RECORDS BY THE GRANTEE SUBSTANTIATING THE USE OF THE GRANT OF FUNDS IN THE MANNER INTENDED UNDER THE GRANT PROPOSAL. THE GRANT PROPOSAL WILL ACKNOWLEDGE THE AUTHORITY OF THE JOHN R. SELMAN AND MAGGIE B. SELMAN CHARITABLE TRUST TO WITHHOLD OR RECOVER GRANT FUNDS WHEN IT APPEARS THE FUNDS WILL BE MISUSED OR HAVE BEEN MISUSED. FOLLOW-UPS WILL BE CONDUCTED BY THE JOHN R. SELMAN AND MAGGIE B. SELMAN CHARITABLE TRUST TO ENSURE THAT THE GRANTS ARE PROPERLY USED FOR THE PURPOSE INTENDED. SEALY ISD TIGER FOOTBALL PROGRAMS - DONATION - WITTENBURG PRINTING (CK 13 PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 125 THE FRIENDS OF STEPHEN F AUSTIN STATE PARK - DONATION (CK 1313) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 1000 DPS TROOPERS FOUNDATION - DONATION MARK FREDERICK MEMORIAL (CK 1314) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 250 DPS TROOPERS FOUNDATION - DONATION WILLIAM KOHLLEPPEL III MEMORIAL (CK 1315 PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 250 SEALY HIGH SCHOOL PROJECT GRADUATION - POINSETTIAS FOR SILVER LAKETHE OAKS PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 375 SEALY POLICE DEPARTMENT - BLUE SANTA PROGRAM TOY DRIVE (CK 1317) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 500 SEALY CHRISTIAN FOOD PANTRY - KARING 4 KIDS (CK 1318) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 1500 FIRST UNITED METHODIST CHURCH - EGGSTRAVAGANZA EASTER EGG HUNT (CK 1322) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 1000 SEALY SCHOLARSHIP ENDOWMENT FUND - CHEYENNE SCHWALLER (CK 1323) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 2000 SELMAN ELEMENTARY SCHOOL ACTIVITY FUND - DONATION (CK 1324) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 69000 SEALY CHRISTIAN FOOD PANTRY - BUILDING PROJECT - DONATION (CK 1325) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 50000 SEALY EASTSIDE FOUNDATION (CK 1326 ) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 50000 GORDON MEMORIAL LIBRARY - DONATION (CK 1327) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 35000 SEALY MINISTERIAL ALLIANCE - DONATION (CK 1328) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 30000 SEALY ISD - PROJECT LEAD THE WAY - ENGINEERING PROGRAM (CK 1329 ) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 26500 FIRST UNITED METHODIST CHURCH - DONATION (CK 1330) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 25000 PREVENT UNWANTED PETS - PUPS - DONATION (CK 1331) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 25000 SEALY AMERICAN LEGION POST #442 - DONATION (CK 1332) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 25000 HOA OF AUSTIN COUNTY - MEALS ON WHEELS - DONATION (CK 1333) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 22000 SEALY AREA HISTORICAL SOCIETY - DONATION (CK 1334) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 22000 BLUEBONNET MASTERS GARDENERS ASSOCIATION - DONATION (CK 1335) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 20000 SEALY PREGNANCY RESOURCE CENTER - DONATION (CK 1336) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 20000 SEALY ISD - SCHAVRDA ELECTRICAL PROGRAM - DONATION (CK 1337) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 15000 THE OAKS AND SILVER LAKES RETIREMENT COMMUNITY - DONATION (CK 1338) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 15000 SEALY CEMETERY ASSOCIATION - DONATION (CK 1339) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 15000 SEALY CHAMBER OF COMMERCE - DONATION (CK 1340) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 10000 FAYS - FAMILY AND YOUTH SERVICES - DONATION (CK 1341) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 10000 GREATER SEALY LITTLE LEAGUE - DONATION (CK 1342) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 6500 AUSTIN COUNTY EMERGENCY MANAGEMENT SERVICES - DONATION (CK 1343) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 5000 BELLVILLE GENERAL HOSPITAL FOUNDATION - DONATION (CK1344) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 5000 SEALY LIONS CLUB - DONATION (CK 1345) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 5000 SAN FELIPE DE AUSTIN CEMETERY ASSOCIATION - DONATION (CK 1346) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 4000 CAT SPRING CEMETERY ASSOCIATION - DONATION (CK 1347) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 4000 AUSTIN COUNTY SHERIFF'S OFFICE - SPECIAL DONATIONS (CK1348) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 3500 CAT SPRING VOLUNTEER FIRE DEPARTMENT - DONATION (CK 1349) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 3000 SAN FELIPE - FRYDEK VOLUNTEER FIRE DEPARTMENT - DONATION (CK 1350) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 3000 TOWN OF SAN FELIPE POLICE DEPARTMENT - DONATION (CK 1351) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 3000 SEALY CHRISTIAN FOOD PANTRY - KARING 4 KIDS - SUMMER PROGRAM (CK 1352) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 2500 FRIENDS OF THE TEXAS HISTORICAL COMMISSION - DONATION (CK 1353) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 2500 SEALY TIGER BOOSTER CLUB - SOFTBALL FUND - DONATION (CK 1354) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 2500 SEALY AMERICAN LEGION AUXILIARY # 442 - DONATION (CK 1355) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 2000 AUSTIN COUNTY CANCER SOCIETY - DONATION (CK 1356) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 2000 BLINN COLLEGE - SEALY CAMPUS - DONATION (CK 1357) PO BOX 511 SEALY TX 77474 PC EDUCATIONAL AND COMMUNITY SUPPORT 1500 546500 0 14 45549 14 362251 14 3 14 -50569 0 357234 0 357234 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEE 1500 1500 0 OTHER ACCOUNTING FEES 350 350 0 25822.78 SH CITIZENS STATE BANK 3518612 4906328 INVESTMENTS HELD IN MORGAN STANLEY BROKERAGE ACCT 3971222 5852255 OIL & GAS ROYALTY PROPERTIES FMV 50000 50000 BROKERAGE FEES AND MISC EXP 23251 23251 0 INSURANCE 1087 1087 0 MISCELLANEOUS 3 3 3 2022 990-PF TAXES 4765 4765 0