2024-11-15T09:26:57-06:00 2023-12-31 420714325 RSM US LLP 19026 RIDGEWOOD PKWY STE 400 SAN ANTONIO TX 78259 990PF 2023-09-20 933776887 ALAN TOPFER CHARITABLE TRUST ALAN 5123296600 3600 N CAPITAL OF TX HWY BLDG B 3 AUSTIN TX 78746 ALAN TOPFER PRESIDENT 5123296600 2024-11-14 1 0 JOSEPHINE BEHREND P00715390 2108286281 2024-11-14 2023 2024-10-15 13:58:12Z X X X 1794939 X 1794939 125 125 3 3 3 245 220 1795312 348 0 0 0 844 843 0 844 843 0 0 0 844 843 0 1794468 0 44445 44445 0 1056980 1056980 0 185927 185927 0 507116 507587 0 1794468 1794939 0 0 X 0 0 0 0 0 1794468 0 1794468 0 1794468 0 1794468 0 1794468 0 1794468 GAIN/LOSS FROM PARTNERSHIPS P 3 3 3 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 1 0 0 1 N/A ALAN TOPFER 5123296600 3600 N CAPITAL OF TX HWY BLDG B STE 320 AUSTIN TX 78746 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALAN TOPFER 3600 N CAPITAL OF TX HWY BLDG B STE AUSTIN TX 78746 PRESIDENT 0.50 0 0 0 NONE 0 NONE 0 0 583498 14815 0 598313 0 0 598313 8975 589338 8316 8316 0 8316 0 8316 0 8316 0 0 0 8316 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8316 0 0 0 X 0 0 14 125 18 3 K-1 - UBTI 531390 25 18 K-1 - OTHER INCOME 18 220 25 348 0 373 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF MORTON TOPFER 3600 N CAPITAL OF TX HWY BLDG B STE AUSTIN TX 78746 1794939 X X 1 TRANSFER OF IRA INVESTMENTS 1750494 2023-12-29 JPMORGAN MANAGED INCOME FUND CL I 31059 31059 PIMCO SHORT ASSET INVESTMENT FUND 154868 154868 ISHARES TR RUS 1000 GRW ETF (IWF) 241868 241868 SPDR S&P500 ETF TRUST TRUST UNIT 771351 771351 SPDR SER TR S&P BIOTECH (XBI) 43761 43761 GOLUB CAPITAL PARTNERS INTERNATIONAL 11 LP AT COST 340045 339822 AJ CAPITAL REAL ESTATE FUND III AT COST 167071 167765 K-1 EXPENSES 843 843 0 K-1 N/D EXPENSES 1 0 0 K-1 - UBTI 25 25 K-1 - OTHER INCOME 220 220 220 ESTATE OF MORTON TOPFER 3600 N CAPITAL OF TX HWY BLDG B STE 320 AUSTIN TX 78746