2024-06-12T13:37:29-07:00 2023-12-31 742597024 Gregory A Copp Inc 1202 Nueces Street Austin TX 78701 990PF 2023-01-01 742619296 Warren Skaaren Charitable Trust WARR 5126987272 4200 Ave G Austin TX 78751 W Amon Burton Trustee 5126987272 2024-06-05 true W Amon Burton XXX-XX-XXXX true Gregory A Copp P00287652 5124772000 2024-06-12 0 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 1804946 X X 47916 47916 31495 451943 31495 0 137472 137472 216883 216883 21750 21750 5508 5508 7950 6360 1590 15013 15013 53 53 0 9134 9015 120 59408 35949 23460 106000 106000 165408 35949 129460 51475 180934 145975 264434 264434 0 0 682710 620996 620996 605302 771517 771517 144543 146855 146855 0 0 0 499 1144 1144 1579029 1804946 1804946 0 0 0 0 0 X 1579029 1804946 1579029 1804946 1579029 1804946 1579029 51475 174442 1804946 1804946 Neuberger Berman #2691 ST Covered Transactions P 2022-01-01 2023-12-31 22729 0 17939 4790 0 0 0 4790 Neuberger Berman #2691 LT Covered Transactions P 2022-01-01 2023-12-31 429188 0 402506 26682 0 0 0 26682 Veralto Corp Cash in Lieu Fractions P 2009-01-28 2023-10-04 26 0 3 23 0 0 0 23 31495 2515 0 2515 0 2515 1421 3600 5021 -5021 2506 2506 false false false false false false false true true TX true false false false false true N/A Amon Burton 5126987272 4200 Avenue G Austin TX 787513816 false false false false false false false false false false false false false false false false false false false false false W Amon Burton Jr 4200 Avenue G Austin TX 78751 Trustee 0.78 21750 0 2534 NONE 0 NONE 0 1501265 209217 0 1710482 0 1710482 25657 1684825 84241 84241 2515 2515 81726 81726 81726 129460 129460 81726 14279 20597 85608 39485 36710 196679 129460 0 81726 47734 244413 0 0 0 0 14279 230134 20597 85608 39485 36710 47734 X Rochester Community & Technical College 851 30th Ave SE Rochester MN 55904 501(c)(3) To provide accessibleaffordable, quality learning opportunities 30000 Wonders & Worries 9101 Burnet Road St 107 Austin TX 78701 501(c)(3) To help children copewhen a parent facesserious or life-threatening illness 7500 Austin Pets Alive 1156 W Cesar Chavez St Austin TX 78703 501(c)(3) To support the efforts of thefacility to provide no-kill shelter and adoption for animals 5000 Chinati Foundation PO Box 1135 1 Cavalry Row Marfa TX 79843 501(c)(3) To sponsor children'sart education programsin Big Bend area schools 10000 Austin Film Society 1901 East 51st St Austin TX 78723 501(c)(3) To support New TexasVoices filmdevelopment program 15000 Mobile Loaves & Fishes Inc 9301 Hog Eye Rd Suite 950 Austin TX 78724 501(c)(3) To support Austin Community First! Villagehousing communityfor the homeless 10000 Austin Classical Guitar PO Box 4072 Austin TX 78765 501(c)(3) To support guitarlesson programs in juvenile detention facilities and public schools 10000 Our Children's Trust PO Box 5181 Eugene OR 97405 501(c)(3) To support youth participation in litigationaddressing climate change 5000 Housing Opportunities for Musicians and Entertainers (HOME) 6800 West Gate Blvd Ste 132-237 Austin TX 78745 501(c)(3) To support elderlymusicians who needfinancial housing assistance 5000 Texas 4000 for Cancer 1111 W 24th St Ste 200 Austin TX 78705 501(c)(3) To support leadershipand engage communitiesin the fight against cancer 4000 Conservation Land Foundation 835 E 2nd Ave Ste 314 Durango CO 81301 501(c)(3) To support communitybased programs to protect public lands 2500 Owl Research Institute Inc PO Box 39 Charlo MT 59824 501(c)(3) To support owl conservationthrough researchand education. 2000 106000 0 14 47916 15 137472 19 31495 216883 216883 false false false false false false false false false false Neuberger Berman #2691 ST Covered Transactions Purchased 2023-12 22729 17939 4790 Neuberger Berman #2691 LT Covered Transactions Purchased 2023-12 429188 402506 26682 Veralto Corp Cash in Lieu of Fractions 2009-01 Purchased 2023-10 26 3 23 Westpak Bkg Corp Note 1.019% 24108 24108 Colgate Palmolive Co Note Call Make Whole 3.1% 24451 24451 Walmart Inc Note Call Make Whole 3.9% 24752 24752 Visa Inc Note Call Make Whole 3.15% 24390 24390 Apple Inc Note Call Make Whole 4.421% 25004 25004 Johnson & Johnson Note Call Make Whole 2.95% 24150 24150 Church & Dwight Co Inc Com 19385 19385 GXO Logistics Inc Common Stock 16819 16819 Humana Inc 13734 13734 Amazon.com Inc 21272 21272 Home Depot Inc 19060 19060 Lennar Corp Com US Class A 48438 48438 Veralto Corp Com 2715 2715 EOG Resources Inc 18143 18143 EQT Corp Com 17397 17397 CME Group Inc Com 15795 15795 JPMorgan Chase & Co 25515 25515 Moodys Corp Com US 27339 27339 Progressive Corp Com 11946 11946 Transunion Com 16490 16490 Danaher Corporation Com 23134 23134 Edwards Lifesciences Corp 14488 14488 Eli Lilly & Co Com 22151 22151 UnitedHealth Group Inc 24218 24218 ASML Holding NV Euro NY Registry Shs 41631 41631 Roper Technologies Inc 32710 32710 Alphabet Inc Cap Stk Cl C 37346 37346 Apple Inc 96265 96265 CDW Corp Com US 30688 30688 Fiserv Inc Com Stk US 39852 39852 Intuit Inc 25001 25001 Microsoft Corp 58286 58286 Motorola Solutions Inc 17220 17220 Nividia Corporation Com 24761 24761 Nextera Energy Inc Com US 9718 9718 221837 221837 399159 399159 Dividend Receivable 499 1144 1144 Monument Expenses 6600 6600 Storage Fees 2279 2279 Delivery Fees 30 30 Miscellaneous 225 106 120 Royalties 137472 137472 Accumulated Unrealized Gain/Loss 174442 Foreign Taxes 53 53