2025-03-17T16:04:02-05:00 2023-12-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990PF 2023-01-01 453820534 SHEPHERD 5 POINTS FAMILY FOUNDATION SHEP 5124584338 1101 BELMONT PARKWAY AUSTIN TX 78703 EUGENE SHEPHERD JR DIRECTOR 5124584338 2025-03-17 1 1 EMILY LANDRY P01614538 8172599100 2023 2025-03-06 01:10:19Z X X 7105935 X X 223567 223567 109325 696194 109325 332892 332892 0 0 0 4850 3638 1213 40865 40865 0 1859 124 0 47574 44627 1213 337767 337767 385341 44627 338980 -52449 288265 533543 658351 658351 4535283 4570506 6447584 5068826 5228857 7105935 1367 755 1367 755 X 0 0 0 0 5067459 5228102 5067459 5228102 5068826 5228857 5067459 -52449 213092 5228102 0 5228102 PUBLICLY TRADED SECURITIES P 2022-01-01 2023-12-31 586049 473929 112120 112120 PUBLICLY TRADED SECURITIES P 2023-01-01 2023-12-31 110085 108843 1242 1242 CAPITAL GAIN DISTRIBUTIONS P 2022-01-01 2023-12-31 31 31 31 OTHER CAPITAL GAINS P 2023-01-01 2023-12-31 29 29 29 PUBLICLY TRADED SECURITIES P 2023-01-01 2023-12-31 1948 -1948 -1948 PUBLICLY TRADED SECURITIES P 2022-01-01 2023-12-31 2149 -2149 -2149 109325 4007 0 4007 0 4007 980 0 0 0 1735 X 147 2419 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A EUGENE SHEPHERD JR 5124584338 1101 BELMONT PARKWAY AUSTIN TX 78703 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EUGENE SHEPHERD JR 1101 BELMONT PARKWAY AUSTIN TX 78703 DIRECTOR 1.25 0 0 0 ROBIN BEASLEY SHEPHERD 1101 BELMONT PARKWAY AUSTIN TX 78703 DIRECTOR 1.25 0 0 0 JAMES L SHEPHERD 214 WESTMORELAND STREET HOUSTON TX 77006 DIRECTOR 0.50 0 0 0 BEN SHEPHERD 1101 BELMONT PARKWAY AUSTIN TX 78703 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 6105643 443014 0 6548657 0 0 6548657 98230 6450427 322521 322521 4007 4007 318514 0 318514 0 318514 338980 0 338980 318514 0 0 52175 76365 128046 256586 338980 0 0 0 318514 20466 0 0 277052 0 0 0 0 0 0 0 277052 52175 76365 128046 20466 X BREAKTHROUGH CENTRAL TEXAS 1050 E 11TH ST AUSTIN TX 78702 N/A PUBLIC CHARITY GENERAL SUPPORT 35000 HELPING HAND HOME FOR CHILDREN 3804 AVE B AUSTIN TX 78751 N/A PUBLIC CHARITY GENERAL SUPPORT 5000 HILLSIDE EARLY CHILDHOOD CENTER 1700 WOODLAND AVE AUSTIN TX 787412534 N/A PUBLIC CHARITY GENERAL SUPPORT 1100 JUVENILE DIABETES RESEARCH FOUNDATION 3420 EXECUTIVE CENTER DR 108 AUSTIN TX 78731 N/A PUBLIC CHARITY GENERAL SUPPORT 34000 KIPP TEXAS INC 8509 FM 969 AUSTIN TX 78724 N/A PUBLIC CHARITY GENERAL SUPPORT 66667 LSU IN SHREVEPORT FOUNDATION INC 3796 NICHOLSON DR BATON ROUGE LA 70802 N/A PUBLIC CHARITY GENERAL SUPPORT 50000 OTHER ONES FOUNDATION INC 9411 LIGHTWOOD CV AUSTIN TX 787485019 N/A PUBLIC CHARITY GENERAL SUPPORT 25000 PEASE PARK CONSERVANCY 1609 SHOAL CREEK BLVD AUSTIN TX 78701 N/A PUBLIC CHARITY GENERAL SUPPORT 2500 PRESERVATION AUSTIN PO BOX 2113 AUSTIN TX 78768 N/A PUBLIC CHARITY GENERAL SUPPORT 5000 SHOAL CREEK CONSERVANCY 701 WEST AVE STE A AUSTIN TX 78701 N/A PUBLIC CHARITY GENERAL SUPPORT 1000 THE UNIVERSITY OF TEXAS AT AUSTIN - COCKRELL SCHOOL AND ENGINEERING 301 E DEAN KEETON ST AUSTIN TX 78712 N/A PUBLIC CHARITY GENERAL SUPPORT 1500 THE UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7458 AUSTIN TX 78713 N/A PUBLIC CHARITY GENERAL SUPPORT 100500 TOWN AND COUNTRY OPTIMIST FOUNDATION 9100 MEADOWHEATH DR AUSTIN TX 78729 N/A PUBLIC CHARITY GENERAL SUPPORT 500 TRINITY CENTER 301 E 8TH ST AUSTIN TX 78701 N/A PUBLIC CHARITY GENERAL SUPPORT 10000 337767 0 14 223567 18 109325 0 332892 0 332892 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4850 3638 1213 GOLDMAN SACHS BANKING 341993 530081 GOLDMAN SACHS FIERA 383521 729355 GOLDMAN SACHS VAUGHAN NEL 741330 946384 JPMORGAN 3103662 4241764 UNREALIZED GAINS AND LOSSES 213092 PAYABLE FEDERAL INCOME TAXES 1367 755 INVESTMENT MANAGEMENT FEES 36565 36565 0 CONTRACT LABOR 4300 4300 0 FORM 990-PF IS AMENDED TO INCLUDED INFORMATION FOR ACCOUNTS OPENED DURING 2022. THE PREVIOUSLY FILED RETURN REFLECTED DIFFERENT AMOUNTS FOR CASH, INVESTMENTS, UNREALIZED GAINS AND LOSSES, INVESTMENT INCOME, AND INVESTMENT EXPENSES. FOREIGN TAXES 124 124 0 EXCISE TAXES 1735 0 0