2024-11-04T15:01:40-05:00 2023-12-31 752502106 S LEE RIFFE PC 4600 GREENVILLE AVE STE 250 DALLAS TX 752065037 990PF 2023-01-01 871553736 JAMES L AND MARY D MACFARLANE CHARITABLE FOUNDATION JAME 2143406778 12655 N CENTRAL EXPWY STE 195 DALLAS TX 75243 KAREN R JONES VP 2143406778 2024-10-31 true true S LEE RIFFE CPA P00436345 2142651086 2024-11-04 X 2023 2024-10-15 13:58:12Z X 7165500 X 4475445 98319 98319 164290 164127 -138822 6750553 4599232 262446 24790 24790 133 133 10095 10095 35018 35018 0 259200 259200 294218 35018 259200 4305014 227428 169905 4573252 4573252 2269376 2171340 2317362 274886 274886 274886 297 2714464 7019478 7165500 0 X 2714464 7019478 2714464 7019478 2714464 7019478 2714464 4305014 7019478 7019478 3161 3161 3161 100 5000 5100 X 103 1836 1836 false false false false false false true true TX true false false false false true N/A STEWART L RIFFE CPA 2142651086 4600 GREENVILLE AVE STE 250 DALLAS TX 75206 false false false false false false false false false false false false false false false false false false false false JAMES A PATRICK 12655 N CENTRAL EXP 195 DALLAS TX 75243 PRESIDENT 1.00 0 0 0 MICHAEL H PATRICK 8303 RAMPART COURT ALEXANDRIA VA 22308 SECRETARY/TR 1.00 0 0 0 PRINGLE S PATRICK 12655 N CENTRAL EXP 195 DALLAS TX 75243 TRUSTEE 1.00 0 0 0 KAREN R JONES 12655 N CENTRAL EXP 195 DALLAS TX 75243 VP 1.00 0 0 0 NONE NONE N/A 3794369 2371580 296 6166245 6166245 92494 6073751 303688 303688 3161 3161 300527 300527 300527 259200 259200 300527 128860 259200 128860 130340 170187 X DISCALCED CARMELITE MONASTERY 600 FLOWERS AVE DALLAS TX 75211 UNRELATED PBLC CHARITY UNRESTRICTED 7200 MATER DEI LATIN MASS 2030 E STATE HWY 356 IRVING TX 75060 UNRELATED PBLC CHARITY UNRESTRICTED 43200 FRIARS OF ATONEMENT 40 FRANCISCAN WAY PO BOX 31 GARRISON NY 10524 UNRELATED PBLC CHARITY UNRESTRICTED 7200 LEWIS TOLKIEN SOCIETY 1505 RIVERVIEW DR ARLINGTON TX 76012 UNRELATED PBLC CHARITY UNRESTRICTED 14400 ST EDWARD CATHOLIC PARISH 4014 SIMPSON ST DALLAS TX 75246 UNRELATED PBLC CHARITY UNRESTRICTED 14400 THOMAS MORE INST 8112 SUN MEADOW COURT FORT WORTH TX 76123 UNRELATED PBLC CHARITY UNRESTRICTED 43200 FRIARS OF ATONEMENT 40 FRANCISCAN WAY PO BOX 31 GARRISON NY 10524 UNRELATED PBLC CHARITY UNRESTRICTED 7200 THOMAS MORE INST 8112 SUN MEADOW COURT FORT WORTH TX 76123 UNRELATED PBLC CHARITY UNRESTRICTED 43200 DISCALCED CARMELITE MONASTERY 600 FLOWERS AVE DALLAS TX 75211 UNRELATED PBLC CHARITY UNRESTRICTED 7200 LEWIS TOLKIEN SOCIETY 1505 RIVERVIEW DR ARLINGTON TX 76012 UNRELATED PBLC CHARITY UNRESTRICTED 14400 MATER DEI LATIN MASS 2030 E STATE HWY 356 IRVING TX 75060 UNRELATED PBLC CHARITY UNRESTRICTED 43200 SAINT RAPHAEL RETREAT CENTER 901 S MADISON AVE DALLAS TX 75208 UNRELATED PBLC CHARITY UNRESTRICTED 14400 259200 14 98319 14 164290 -138822 262609 -138822 123787 false false false false false false false false false false X X 1 MARY MACFARLANE TRUST 1720 SOUTH CARAWAY JONESBORO AR 72401 4475445 X 1 SIMMONS STOCK 3756000 1 INVESCO, FRANKLIN STOCK 183315 1 SIMMONS STOCK 536130 SIMMONS BANK STC- SEE ATTACHED PURCHASE 23969 25579 -1610 SIMMONS BANK LTC- SEE ATTACHED PURCHASE 158400 177108 -18708 MERRILL LYNCH LTC 03654 PURCHASE 1643370 2138759 -495389 MERRILL LYNCH STC 03654 PURCHASE 189643 191516 -1873 128,568 SIMMONS 1ST NATL DONATION 2294708 600413 1694295 150,000 SIMMONS 1ST NATL DONATION 2440463 3756000 -1315537 3M ABBVIE AIR PRODUCTS & CHEMICALS ALTRIA GROUP AMGEN INC. 134392 146766 BANK OF AMERICA CATERPILLAR INC 127809 158954 CHEVRON CORP CISCO SYSTEMS CME GROUP COTERRA ENERGY CUMMINS CVS HEALTH 138710 159132 DOW INC. DUKE ENERGY CORP EMERSON ELEC 136494 149012 EXXON MOBIL CORP 139239 134686 GENERAL DYNAMICS CORP 135080 143453 GENUINE PARTS 136024 141913 GILEAD SCIENCES GSK PLC HOME DEPOT INC INT'L BUSINESS MACHINES JOHNSON & JOHNSON 133877 137002 JP MORGAN KIMBERLY CLARK LOCKHEED MARTIN CORP MCDONALDS 131898 143430 MERCK & CO METLIFE NEXTERA ENERGY PEPSICO INC PFIZER INC 142786 141071 PHILLIPS 66 PROC GAMBLE 135875 132451 QUEST DIAGNOSTIC 136138 139783 ROCKWELL AUTO 134958 152556 SIMMONS FIRST NATIONAL C SIMON PROPERTY TX INSTRUMENTS 133918 151403 TYSON FOODS INC UNION PACIFIC CORP US BANCORP VERIZON COMMUNICATIONS WAL-MART 141209 140972 INVESCO 132933 144778 K-1 TRUST FMV 274886 274886 LEGAL FEES 24790 24790 DIV RECEIVABLE 297 EXPENSES INVESTMENT FEES 10095 10095 TAXES 133 133