2025-10-29T12:22:31-05:00 2024-12-31 994625061 CRI ADVISORS LLC 12400 COIT ROAD SUITE 1000 DALLAS TX 75251 990PF 2024-01-01 461082594 LAURIE AND TODD PLATT FAMILY CHARITABLE FOUNDATION LAUR 2144609111 28 GLEN ABBEY DRIVE DALLAS TX 75248 TODD PLATT DIRECTOR 2144609111 2025-10-24 1 1 SETH A MARGOLIES CPA P00848761 2143465800 2025-10-23 2024 2025-03-06 01:10:19Z X 3770936 X 0 X 1016 1016 176745 176745 -86 2249925 0 90750 16354 268425 194115 0 0 0 941 0 0 30925 26463 114 31866 26463 114 1105768 1105768 1137634 26463 1105882 -869209 167652 106431 70926 70926 700389 1570347 1570347 9988 19681 9988 9988 3901588 2207619 2119675 4728089 3858880 3770936 9825 9825 9825 9825 X 0 0 0 0 4718264 3849055 4718264 3849055 4728089 3858880 4718264 -869209 0 3849055 0 3849055 VANGUARD CASH RESERV ES FEDERAL MONEY MAR KET FUND ADMIRAL SHA 2022-10-07 2024-12-30 2249925 2250011 -86 -86 -86 2330 0 2330 0 2330 0 0 0 0 0 130 2460 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 0 0 1 N/A TODD L PLATT 2144609111 28 GLEN ABBEY 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WELLNESS 18370 BLUEMONT VILLAGE LANE PO BOX 117 BLUEMONT VA 20135 PUBLIC CHARITABLE DONATION 7000 CAMP JOHN MARC 4925 GREENVILLE AVE SUITE 400 DALLAS TX 75206 PUBLIC CHARITABLE DONATION 3500 CAMP NEBAGAMON 11454 CAMP NEBAGAMON DR LAKE NEBAGAMON WI 54849 PUBLIC CHARITABLE DONATION 2000 CENTRAL FUND OF ISRAEL 461 CENTRAL AVENUE CEDARHURST NY 11516 PUBLIC CHARITABLE DONATION 20000 CHABAD INTOWN 2505 WORTHINGTON ST DALLAS TX 75204 PUBLIC CHARITABLE DONATION 11800 CHABAD OF DALLAS 6710 LEVELLAND RD DALLAS TX 75252 PUBLIC CHARITABLE DONATION 13500 CHRISTIANS UNITED FOR ISRAEL PO BOX 1307 SAN ANTONIO TX 78295 PUBLIC CHARITABLE DONATION 7500 COMMIT FOUNDATION 280 WEST KAGY BLVD SUIT D 313 BOZEMAN MT 59715 PUBLIC CHARITABLE DONATION 2500 DALLAS HOLOCAUST MUSEUM 211 N RECORD ST STE 100 DALLAS TX 75202 PUBLIC CHARITABLE DONATION 10400 DATA FOUNDATIONS 1100 13TH STREET NORTHWEST SUITE 800 WASHINGTON DC 20005 PUBLIC CHARITABLE DONATION 7500 DONATION GUIDE DOGS PO BOX 151200 SAN RAFAEL CA 94915 PUBLIC CHARITABLE DONATION 803 FERGUSON CHARITABLE FOUNDATION 123 N WACKER DR STE 2500 CHICAGO IL 60606 PUBLIC CHARITABLE DONATION 15000 FORT FREEDOM 1094 FAULKNER TER PALM BEACH GARDENS FL 33418 PUBLIC CHARITABLE DONATION 10000 FOUNDATION FOR THE DEFENSE OF DEMOCRACIES PO BOX 33249 WASHINGTON DC 20033 PUBLIC CHARITABLE DONATION 250000 FRIENDS OF THE ISRAEL DEFENSE FORECES PO BOX 4224 NEW YORK NY 10163 PUBLIC CHARITABLE DONATION 115705 GEORGE W BUSH PRESIDENTIAL LIBRARY 28 GLEN ABBEY DRIVE DALLAS TX 75248 PUBLIC CHARITABLE DONATION 16000 GREENHOUSE SCHOLARS 1820 FOLSOM ST BOULDER CO 80302 PUBLIC CHARITABLE DONATION 35000 GREENLIGHT FUND 50 MILK STREET 16TH FLOOR BOSTON MA 02109 PUBLIC CHARITABLE DONATION 30000 IMPACT FORUM FOUNDATION 15910 VENTURA BLVD SUITE 700 ENCINO CA 91436 PUBLIC CHARITABLE DONATION 10000 ISRAEL AMERICA ACADEMIC EXCHANGE 8383 WILSHIRE BLVD STE 400 BEVERLY HILLS CA 90211 BEVERLY HILLS CA 90211 PUBLIC CHARITABLE DONATION 25000 ISRAEL CHARITABLE FOUNDATION 700 COLORADO BLVD SUITE 222 DENVER CO 80206 PUBLIC CHARITABLE DONATION 40000 JDC PO BOX 4124 NEW YORK NY 10163 PUBLIC CHARITABLE DONATION 10000 JEWISH COMMUNITY 7900 NORTHAVEN RD DALLAS TX 75230 PUBLIC CHARITABLE DONATION 3000 JEWISH FAMILY SERVICE OF GREATER DALLAS 5402 ARAPAHO ROAD DALLAS TX 75248 PUBLIC CHARITABLE DONATION 5259 JEWISH FEDERATION OF GREATER DALLAS 7800 NORTHAVEN RD DALLAS TX 75230 PUBLIC CHARITABLE DONATION 115000 JEWISH FOUNDATION OF MEMPHIS 6560 POPLAR AVENUE SUITE B MEMPHIS TN 38138 PUBLIC CHARITABLE DONATION 15000 JEWISH HISTORIC DALLAS 7900 NORTHAVEN RD DALLAS TX 75230 PUBLIC CHARITABLE DONATION 1854 JEWISH NEVADA 8861 W SAHARA AVE STE 120 LAS VEGAS NV 89117 PUBLIC CHARITABLE DONATION 10000 JINSA 1307 NEW YORK AVE STE 200 WASHINGTON DC 20005 PUBLIC CHARITABLE DONATION 15000 JORDAN ELIZABETH HARRIS FOUNDATION 2830 S HULEN ST 139 FORT WORTH TX 76109 PUBLIC CHARITABLE DONATION 5100 LEUKEMIA & LYMPHOMA SOCIETY 8111 LBJ FREEWAY DALLAS TX 75251 PUBLIC CHARITABLE DONATION 850 MARATHON KIDS WILMINGTON 1524 S INTERSTATE 35 218 AUSTIN TX 78704 PUBLIC CHARITABLE DONATION 1560 MD ANDERSON CANCER 1515 HOLCOMBE BLVD HOUSTON TX 77030 PUBLIC CHARITABLE DONATION 25150 NATIONAL MS SOCIETY 25 BROADWAY 17TH FLOOR NEW YORK NY 10004 PUBLIC CHARITABLE DONATION 6500 NEW YORK CEREBRAL PALSY FOUNDATION (CPF) 3 COLUMBUS CIR FLOOR SUITE 15TH NEW YORK NY 10019 PUBLIC CHARITABLE DONATION 500 NORTH TEXAS FOOD BANK 4500 S COCKRELL HILL ROAD DALLAS TX 75236 PUBLIC CHARITABLE DONATION 25000 NORTH TX GIVING DAY PO BOX 160 MARIANNA FL 32447 PUBLIC CHARITABLE DONATION 21115 NOWZAD DOGS NFP 2770 MAIN STREET 161 FRISCO TX 75033 PUBLIC CHARITABLE DONATION 1500 PEROT MUSEUM 2201 N FIELD ST DALLAS TX 75201 PUBLIC CHARITABLE DONATION 2500 RETT SYNDROME RESEARCH TRUST (RSRT) 67 UNDER CLIFF RD TRUMBULL CT 06611 PUBLIC CHARITABLE DONATION 2500 RONALD MCDONALD HOUSE OF DALLAS 4707 BENGAL ST DALLAS TX 75235 PUBLIC CHARITABLE DONATION 3500 SALVATION ARMY 8787 N STEMMONS FRWY STE 800 DALLAS TX 75247 PUBLIC CHARITABLE DONATION 5000 SHIELD GIVING FOUNDATION 24 W CAMELBACK RD A-517 PHOENIX AZ 85013 PUBLIC CHARITABLE DONATION 10000 SOCIAL VENTURE PARTNERS INTERNATIONAL (SVPI) PO BOX 24111 SEATTLE WA 98124 PUBLIC CHARITABLE DONATION 5000 STATION FOUNDATION 1627 WEST MAIN ST 258 BOZEMAN MT 59715 PUBLIC CHARITABLE DONATION 4000 TEMPLE EMANU-EL DALLAS 8500 HILLCREST RD DALLAS TX 75225 PUBLIC CHARITABLE DONATION 29806 THE ANTI-DEFAMATION LEAGUE (ADL) 605 THIRD AVENUE NEW YORK NY 10158 PUBLIC CHARITABLE DONATION 16000 THE BIRTHRIGHT ISRAEL FOUNDATION 711 3RD AVE 10TH FLOOR NEW YORK NY 10017 PUBLIC CHARITABLE DONATION 35000 THE FAMILY PLACE 8625 KING GEORGE DR DALLAS TX 75235 PUBLIC CHARITABLE DONATION 1107 TORAH DAY SCHOOL OF DALLAS 6921 FRANKFORD RD DALLAS TX 75252 DALLAS TX 75252 PUBLIC CHARITABLE DONATION 32500 TORCHE CENTER 9427 GLENFIELD COURT HOUSTON TX 77096 PUBLIC CHARITABLE DONATION 8000 UNIVERSITY OF OKLAHOMA FOUNDATION 100 W TIMBERDELL ROAD NORMAN OK 73019 PUBLIC CHARITABLE DONATION 5000 URBAN LAND INSTITUTE FOUNDATION PO BOX 41836 BOSTON MA 02241 PUBLIC CHARITABLE DONATION 18000 VOGEL ALCOVE 7557 RAMBLER RD 262 DALLAS TX 75231 PUBLIC CHARITABLE DONATION 11000 ZAKA NORTH INC 2920 AVENUE R SUITE 208 NY 11229 BROOKLYN NY 11229 PUBLIC CHARITABLE DONATION 10000 1105768 0 14 1016 14 176745 14 85921 18 -86 NON-DIVIDEND DISTRIBUTIONS 14 4829 0 268425 0 268425 0 0 0 0 0 0 0 0 0 0 PIMCO TOTAL RETURN FUND INSTITUTIONAL AT COST 551546 463608 INVESTMENT IN WCPS SPV I LP AT COST 556042 556042 VANGUARD CASH RESERVES MM AT COST 1100031 1100025 BANK CHARGES 30 30 0 CHARITABLE CONTRIBUTIONS PER K-1 WCPS SPV I, LP 114 0 114 N/ D PORTFOLIO DEDUCTIONS PER K-1 WCPS SPV I, LP 2413 0 0 OTHER DEDUCTIONS PER K-1 WCPS SPV I, LP 26363 26363 0 N/D EXPENSES PER K-1 WCPS SPV I, LP 1935 0 0 OTHER LOSS PER K-1 WCPS SPV I, LP 70 70 0 SECTION 1231 GAIN PER K-1 WCPS SPV I, LP 11525 11525 11525 PER K-1 WCPS SPV I, LP 74396 0 74396 NON-DIVIDEND DISTRIBUTIONS 4829 4829 4829 990-PF EXCISE TAX 941 0 0