2024-12-11T08:34:45-08:00 2024-11-30 751456416 David T Waggoner CPA 5831 Watson Avenue Dallas TX 75225 990PF 2023-12-01 751866061 E L Roy and Thelma Herider Foundation ELRO 2147077322 1109 Hills Creek Dr McKinney TX 750705209 David T Waggoner Director 2147077322 2024-10-15 true David T Waggoner P00010855 2143690674 2024-12-11 X 2023 2024-10-15 13:58:12Z X 603923 X X 18793 11009 0 0 0 2447 18793 13456 0 2048 0 0 0 0 2048 0 0 27500 0 29548 0 0 -10755 13456 46296 36426 36426 0 0 195513 188646 181955 185698 156803 255248 15000 35000 35084 0 63904 67673 95210 0 0 0 0 506411 484548 603923 0 0 0 0 0 X 530000 530000 -23589 -45452 506411 484548 506411 484548 506411 -10755 -10767 484889 341 484548 50 Boeing P 2020-11-20 2024-02-01 9835 0 11300 -1465 0 0 0 -1465 100 Keysight Techn P 2020-08-12 2024-02-26 14479 0 9989 4490 0 0 0 4490 15 Montreal Medium Term CD 3.0 41224 P 2022-04-12 2024-04-12 15000 0 15000 0 0 0 0 0 84 Citigroup P 2018-05-10 2024-06-21 4989 0 6013 -1024 0 0 0 -1024 35 Paypal P 2021-08-03 2024-06-21 2026 0 9878 -7852 0 0 0 -7852 50 Salesforce P 2021-06-01 2024-07-03 12523 0 11593 930 0 0 0 930 62 Dollar General P 2023-08-28 2024-09-04 5185 0 9807 -4622 0 0 0 -4622 200 SW Airlines P 2021-08-11 2024-09-04 5786 0 10154 -4368 0 0 0 -4368 35 Visa P 2020-02-07 2024-09-25 9522 0 5287 4235 0 0 0 4235 20 Build America 6.589 1/01/35 P 2020-09-10 2024-10-03 21927 0 25465 -3538 0 0 0 -3538 -13214 187 0 187 0 187 0 187 0 false false false false false false false true true TX true false false false false false N/A David T Waggoner 2143690674 5831 Watson Ave Dallas TX 752251650 false false false false false false false false false false false false false false false false false false false false Edward L Herider Jr 4140 Legendary Dr Apt 208 Frisco TX 750347993 Trustee 1.00 0 0 0 Lynda H Truitt 1109 Hills Creek Dr McKinney TX 750705209 Trustee 1.00 0 0 0 David T Waggoner 5831 Watson Ave Dallas TX 752251650 Trustee 1.00 0 0 0 Julie T Davis 1613 McDougall Creek Van Alstyne TX 754958109 Trustee 1.00 0 0 0 Michael K Truitt 1420 McDermott Dr Apt 523 Allen TX 750133304 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 0 0 0 0 0 0 0 0 0 187 187 0 0 0 0 0 179 319 49 650 4 1201 0 0 1201 0 0 0 0 179 1022 319 49 650 4 0 None None X American Heart Asstn 7272 Greenville Ave Dallas TX 75231 None Undesignated 14500 Scottish Rite Hospital Dallas 2222 Welborn St Dallas TX 75219 None Undesignated 13000 27500 0 18793 18793 18793 4 Preservation of corpus. 8 Preservation of corpus. false false false false false false false false false false schedule attached 35000 35084 schedule attached 156803 255248 188646 181955 schedule attached 67673 95210 Form 990-PF Taxes 341 Cap Gain Distribs 2447 Capital Gains -13214 Capital Gain Distributions 2447