2025-11-14T09:54:49-08:00 2024-12-31 721578415 OSGOOD & ASSOCIATES PC 400 RANDAL WAY SUITE 300 SPRING TX 77388 990PF 2024-01-01 262291525 THE WHALLEY FOUNDATION WHAL 8325946499 5 CARSEY LANE HOUSTON TX 77024 K GUS VLAHADAMIS President 2025-11-14 true true MICHAEL W OSGOOD P01065556 2813506700 2024 2025-03-06 01:10:19Z X 39158744 X 6315495 820833 820833 1785837 2881120 1785837 630 630 8922795 2607300 24504 24504 18660 5719 43164 30223 0 7447000 7447000 7490164 30223 7447000 1432631 2577077 5000573 1139848 1139848 13074965 14552680 34123068 200000 200000 172664 1546187 2263053 3701445 19660 21719 21719 19841385 18177300 39158744 0 X 19841385 18177300 19841385 18177300 19841385 18177300 19841385 1432631 21274016 3096716 18177300 GRAYSCALE BITCOIN MINI TRUST ETF D 2020-01-01 2024-12-31 23122 23122 23122 253 SHS CHORD ENERGY CORP P 2024-05-31 2024-06-27 41325 46160 -4835 -4835 UBS #1632 LT NONCOVERED D 2020-01-01 2024-12-31 2762788 1049123 1713665 1713665 Capital Gain Dividends 53885 1785837 35821 35821 35821 14898 60000 74898 39077 39077 false false false false false false false true true true false false false false true N/A MARY WHALLEY 8325946499 5 CARSEY LANE HOUSTON TX 77024 false false false false false false false false false false false false false false false false false false false false false false LAWRENCE G WHALLEY 5 CARSEY LANE HOUSTON TX 77024 President 0.00 0 MARY WHALLEY 5 CARSEY LANE HOUSTON TX 77024 Vice Pres. 0.00 0 ELIZABETH M TAYLOR 9415 BRAEWICK DRIVE HOUSTON TX 77096 Vice Pres. 0.00 0 NONE NONE 30730830 1801637 20775 32553242 0 32553242 488299 32064943 1603247 1603247 35821 35821 1567426 1567426 1567426 7447000 7447000 1567426 1948958 2092958 3177340 5241267 5634700 18095223 7447000 0 1567426 5879574 23974797 0 1948958 22025839 2092958 3177340 5241267 5634700 5879574 LAWRENCE G WHALLEY MARY WHALLEY X THE BRIARWOOD SCHOOL 12207 WHITTINGTON DRIVE HOUSTON TX 77077 NONE PC FUND PROGRAMS 75000 ST CECILIA CATHOLIC CHURCH 11720 JOAN OF ARC HOUSTON TX 77024 NONE PC FUND PROGRAMS 108000 TEXAS CHILDREN'S HOSPITAL PO BOX 300630 HOUSTON TX 77230 NONE PC FUND PROGRAMS 400000 THE JUNIOR LEAGUE OF HOUSTON INC 1811 BRIAR OAKS LANE HOUSTON TX 77027 NONE PC FUND PROGRAMS 100000 ST JUDE CHILDREN'S HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PC FUND PROGRAMS 200000 CASA DE ESPERANZA PO BOX 66581 HOUSTON TX 77266 NONE PC FUND PROGRAMS 25000 ALZHEIMER'S ASSOCIATION 6055 S LOOP E HOUSTON TX 77087 NONE PC FUND PROGRAMS 20000 DARTMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 03755 NONE PC FUND PROGRAMS 1000 MARCH OF DIMES 3000 WESLAYAN STE 100 HOUSTON TX 77027 NONE PC FUND PROGRAMS 300000 STAR OF HOPE 4848 LOOP CENTRAL DRIVE SUITE 500 HOUSTON TX 77081 NONE PC FUND PROGRAMS 150000 JOHNNY MAC SOLDIERS FUND INC 42395 RYAN RD STE 112-242 ASHBURN VA 20148 NONE PC FUND PROGRAMS 25000 KIDS MEALS 330 GARDEN OAKS BLVD HOUSTON TX 77018 NONE PC FUND PROGRAMS 400000 AMAZING PLACE 3735 DREXEL DR HOUSTON TX 77027 NONE PC FUND PROGRAMS 100000 MEMORIAL HERMANN FOUNDATION 929 GESSNER STE 2650 HOUSTON TX 77024 NONE PC FUND PROGRAMS 200000 AUTISM RESCUE ANGELS 22106 CLARADON POINTE LANE KATY TX 77450 NONE PC FUND PROGRAMS 40000 TELLURIDE ADAPTIVE SPORTS PROGRAM PO BOX 2254 TELLURIDE CO 81435 NONE PC FUND PROGRAMS 75000 ONE GOAL 1880 S DAIRY ASHFORD DR 107 HOUSTON TX 77077 NONE PC FUND PROGRAMS 70000 SMALL STEPS NUTURING CENTER 2902 JENSEN DRIVE HOUSTON TX 77026 NONE PC FUND PROGRAMS 50000 ST LUKE'S FOUNDATION 1213 HERMANN DRIVE SUITE 855 HOUSTON TX 77004 NONE PC FUND PROGRAMS 150000 THE WEST POINT ASSOCIATION OF GRADU 698 MILLS ROAD WEST POINT NY 10996 NONE PC FUND PROGRAMS 5000 COVENANT HOUSE 1111 LOVETT BLVD HOUSTON TX 77006 NONE PC FUND PROGRAMS 150000 CAMP JOHN MARC 2929 cARLISLE STREET STE 355 DALLAS TX 75204 NONE PC FUND PROGRAMS 10000 AMERICAN RED CROSS 431 18TH STREEET NW WASHINGTON DC 20006 NONE PC FUND PROGRAMS 400000 THE MENIL FOUNDATION INC 1515 BRANARD HOUSTON TX 77006 NONE PC FUND PROGRAMS 30000 SEARCH HOMELESS SERVICES 2015 CONGRESS STREET HOUSTON TX 77002 NONE PC FUND PROGRAMS 100000 SPRING SPIRIT 8526 PITNER ROAD HOUSTON TX 77080 NONE PC FUND PROGRAMS 150000 CAMP FOR ALL 10500 NW FREEWAY STE 220 HOUSTON TX 77092 NONE PC FUND PROGRAMS 10000 KIPP HOUSTON 10711 KIPP WAY HOUSTON TX 77099 NONE PC FUND PROGRAMS 5000 CHILD ADVOCATES 2401 PORTSMOUTH STE 210 HOUSTON TX 77098 NONE PC FUND PROGRAMS 20000 HOUSTON FOOD BANK 535 PORTWALL STREET HOUSTON TX 77029 NONE PC FUND PROGRAMS 400000 LYNN UNIVERSITY 3601 N MILITARY TRAIL BOCA RATON FL 33431 NONE PC FUND PROGRAMS 1000 MD ANDERSON CANCER CENTER 6655 TRAVIS ST 650 HOUSTON TX 77030 NONE PC FUND PROGRAMS 400000 CRISTO REY JESUIT 6700 MOUNT CARMEL ST HOUSTON TX 77087 NONE PC FUND PROGRAMS 50000 DRESS FOR SUCCESS 3310 EASTSIDE STREET HOUSTON TX 77098 NONE PC FUND PROGRAMS 30000 EASTER SEALS GREATER HOUSTON 4888 LOOP CENTRAL DRIVE SUITE 200 HOUSTON TX 77081 NONE PC FUND PROGRAMS 40000 MEMORIAL ASSISTANCE MINISTRIES 1625 BLALOCK ROAD HOUSTON TX 77080 NONE PC FUND PROGRAMS 35000 GIRL SCOUTS OF SAN JACINTO COUNCIL 3110 SOUTHWEST FREEWAY HOUSTON TX 77098 NONE PC FUND PROGRAMS 205000 HOUSTON BALLET 601 PRESTON ST HOUSTON TX 77002 NONE PC FUND PROGRAMS 25000 SPECIAL OLYMPICS INC 1133 19TH STREET NW WASHINGTON DC 20036 NONE PC FUND PROGRAMS 5000 TEAM RUBICON 5230 PACIFIC CONCOURSE DR STE 200 LOS ANGELES CA 90045 NONE PC FUND PROGRAMS 200000 ALL STARS PROJECT INC 543 WEST 42ND STREET NEW YORK NY 10036 NONE PC FUND PROGRAMS 25000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 NONE PC FUND PROGRAMS 25000 CITY WIDE CLUB OF AMERICA PO BOX 8446 HOUSTON TX 77288 NONE PC FUND PROGRAMS 50000 FREE WHEELCHAIR MISSION 15279 ALTON PARKWAY SUITE 300 IRVINE CA 92618 NONE PC FUND PROGRAMS 10000 HOUSTON MARITIME MUSEUM 2311 CANAL STREET SUITE 100 HOUSTON TX 77003 NONE PC FUND PROGRAMS 5000 RONALD MCDONALD HOUSE HOUSTON 1907 HOLCOMBE BOULEVARD HOUSTON TX 77030 NONE PC FUND PROGRAMS 150000 LOVE JUSTICE INTERNATIONAL PO 67195 LINCOLN NE 68506 NONE PC FUND PROGRAMS 10000 LITERACY NOW 14781 MEMORIAL DRIVE 25 HOUSTON TX 77079 NONE PC FUND PROGRAMS 5000 HOUSTON LIVESTOCK SHOW AND RODEO PO BOX 20070 HOUSTON TX 77225 NONE PC FUND PROGRAMS 10000 HERMANN PARK CONSERVANCY 1700 HERMANN DRIVE HOUSTON TX 77004 NONE PC FUND PROGRAMS 10000 FOUNDATION FIGHTING BLINDNESS PO BOX 45740 BALTIMORE MD 21297 NONE PC FUND PROGRAMS 2500 BRIGHTER BITES 711 LOUISIANA STREET SUITE 2300 HOUSTON TX 77002 NONE PC FUND PROGRAMS 225000 AH HAA SCHOOL FOR THE ARTS PO BOX 1590 TELLURIDE CO 81435 NONE PC FUND PROGRAMS 20000 ALS ASSOCIATION TEXAS CHAPTER 14555 DALLAS PARKWAY DALLAS TX 75245 NONE PC FUND PROGRAMS 100000 GALVESTON-HOUSTON IMMIGRANT 6001 SAVOY DRIVE STE 400 HOSUTON TX 77036 NONE PC FUND PROGRAMS 50000 HOUSTON AREA WOMEN'S CENTER 1010 WAUGH DR HOUSTON TX 77019 NONE PC FUND PROGRAMS 50000 NEW ULM VFD PO BOX 14 NEW ULM TX 78950 NONE PC FUND PROGRAMS 30000 THE PERIWINKLE FOUNDATION 3400 BISSONNET STREET SUITE 185 HOUSTON TX 77005 NONE PC FUND PROGRAMS 75000 AMERICAN CANCER SOCIETYVICTORY HOUS PO BOX 56252 HOUSTON TX 77256 NONE PC FUND PROGRAMS 10000 TELLURIDE ANGEL BASKETS PO BOX 4063 TELLURIDE CO 81435 NONE PC FUND PROGRAMS 2500 CHILDREN'S MUSEUM HOUSTON 1500 BINZ HOUSTON TX 77004 NONE PC FUND PROGRAMS 10000 DEPELCHIN CHILDRENS CENTER 4950 MEMORIAL DRIVE HOUSTON TX 77007 NONE PC FUND PROGRAMS 10000 HOUSTON ZOO 1513 CAMBRIDGE STREET HOUSTON TX 77030 NONE PC FUND PROGRAMS 15000 BRIDGEYEAR 2336 CAMDEN DR HOUSTON TX 77021 NONE PC FUND PROGRAMS 10000 THE BROOKWOOD COMMUNITY 1725 FM 1489 BROOKSHIRE TX 77423 NONE PC FUND PROGRAMS 50000 THE ARCHDIOCESE OF GALVESTON-HOUSTO PO BOX 4681 HOUSTON TX 77210 NONE PC FUND PROGRAMS 25000 BATTLE OF RHODE ISLAND ASSOCIATION 424 VANDERBILT LANE PORTSMOUTH RI 02871 NONE PC FUND PROJECTS 10000 GOOD EATS FOR LIFE LLC 170 EAST 92 ST NEW YORK NY 10128 NONE PC FUND PROJECTS 100000 HOUSTON METHODIST HOSPITAL FOUNDATI 6565 FANNIN NO GB240 HOUSTON TX 77030 NONE PC FUND PROGRAMS 50000 TELLURIDE MOUNTAIN CLUB PO BOX 1201 TELLURIDE CO 81435 NONE PC FUND PROGRAMS 10000 BEAR 3572 E TC JESTER HOUSTON TX 77018 NONE PC FUNDS PROGRAMS 10000 CAREER SPRING PO BOX 1682 BELLAIRE TX 77402 NONE PC FUNDS PROGRAMS 100000 IEDUCATE 1801 MAIN ST HOUSTON TX 77002 NONE PC FUNDS PROGRAMS 10000 INTERFAITH MINISTRIES MEALS ON WHEE 3303 MAIN STREET HOUSTON TX 77002 NONE PC FUNDS PROGRAMS 50000 TREES FOR HOUSTON 1911 W 34TH ST HOUSTON TX 77018 NONE PC FUNDS PROGRAMS 5000 GO HAWKEYE FOUNDATION PO BOX 1132 TELLURIDE CO 81435 NONE PC FUNDS PROGRAMS 5000 AUTISM SPEAKS 50 F STREET NW SUITE 360 WASHINGTON DC 20001 NONE PC FUND PROGRAMS 5000 CHILDREN AT RISK 2900 WESLAYAN ST SUITE 400 HOUSTON TX 77027 NONE PC FUND PROGRAMS 5000 CONNECT COMMUNITY 6700 BELLAIRE BLVD HOUSTON TX 77074 NONE PC FUND PROGRAMS 25000 CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVENUE STE 1100 N BETHESDA MD 20814 NONE PC FUND PROGRAMS 20000 FREEDOM 58 PROJECT 7173 S HAVANA ST SUITE 100-63 CENTENNIAL CO 80112 NONE PC FUND PROGRAMS 20000 THE HOBBY CENTER FOR THE PERFORMING 800 BAGBY STREET HOUSTON TX 77002 NONE PC FUND PROGRAMS 5000 FIRST BAPTIST CHURCH 3364 W PLEASANT GROVE ROAD ROGERS AR 72758 NONE PC FUND PROGRAMS 1000 THE KINKAID SCHOOL 201 KINKAID SCHOOL DRIVE HOUSTON TX 77024 NONE PC FUND PROGRAMS 1001000 OCEAN ALLIANCE 32 HORTON STREET GLOUCESTER MA 01930 NONE PC FUND PROGRAMS 10000 TARGET HUNGER 1260 SHOTWELL STREET HOUSTON TX 77020 NONE PC FUND PROGRAMS 220000 THE SPECTRUM LINX FOUNDATION 9337 KATY FREEWAY SUITE B112 HOUSTON TX 77024 NONE PC FUND PROGRAMS 25000 PERFORMING ARTS HOUSTON 615 LOUISIANA STREET SUITE 100 HOUSTON TX 77002 NONE PC FUND PROGRAMS 10000 ELITE ACADEMY SPORTS 4521 BRITTMOORE ROAD STE 4545 HOUSTON TX 77041 NONE PC FUND PROGRAMS 5000 7447000 14 820833 14 630 18 1785837 2607300 2607300 false false false false false false false false false false X X 1 LAWRENCE MARY WHALLEY 5 CARSEY LANE HOUSTON TX 77024 6315495 X 1 8,000 SHS OF META PLATFORMS, INC. (META)$4,223,62050,000 SHS OF PALANTIR TECHNOLOGIES INC. (PLTR)$1, 6315495 2024-10-20 JEFFERIES GRP LLC B/E 5.00% 200000 172664 BRISTOL MYERS SQUIBB CO 263951 565600 SOUTHERN CO 172111 411600 TOTAL S.A. FRANCE SPON ADR 123307 136250 VERIZON COMMUNICATIONS INC 271349 267933 ASTRAZENECA PLC SPON ADR 131156 327600 ROYAL DUTCH SHELL PLC CL A 265317 313250 NISOURCE, INC. 23453 147040 PFIZER, INC. 68986 132650 ENBRIDGE INC 108985 208756 BANK OF AMERICA 110783 338415 BHP GROUP LTD SPON ADR 205051 214852 KINDER MORGAN INC 2021940 3455140 LOCKHEED MARTIN CORP 902113 1506414 PAYCHEX INC 204528 602946 SOUTH32 LTD SPON ADR 15840 18462 APPLE INC 221772 1302184 CITIGROUP INC. 714773 756693 JPMORGAN CHASE & CO 6.125% PREFERRED CLB 1308279 2960419 MICROSOFT CORP 595366 1686000 MORGAN STANLEY 795650 2514400 ANTERO MIDSTREAM CORP 65240 377250 EQT CORPORATION 143905 461100 EXXON MOBIL CORPORATION 1049071 1613550 QUALCOMM INC 255805 307240 TARGET CORPORATION 85450 67590 VISTRA CORPORATION 329310 2068050 WALMART INC 426551 903500 WOODSIDE ENERGY GROUP LTD ADR 34217 24804 ABBVIE INC COM 1084493 1777000 HALEON PLC SPON ADR 116960 190800 META PLATFORMS INC CL A 2035730 4684080 PALANTIR TECHNOLOGIES INC CL A 401238 3781500 TALF PARTNERS I, L.P. AT COST 55507 8673 BLACKROCK CAP & INCOME AT COST 355068 519706 BLACKROCK ENHANCED EQUITY DIVIDTRUST AT COST 197241 206238 BLACKROCK RESOURCES & COMMODITIES STRGY AT COST 72677 77714 ENTERPRISE PRODUCTS PARTNER LP AT COST 122234 232064 EATON VANCE TAX ADVANTAGED GLOBAL DV INC AT COST 177410 182300 AT&T INC CUML 5.00% PREFERRED CLBL AT COST 251105 210400 W R BERKLEY CORP 5.10% AT COST 250000 204500 GRAYSCALE BITCOIN TRUST ETF AT COST 703630 1850500 GRAYSCALE BITCOIN MINI TR ETF AT COST 78181 209350 FEDERAL INCOME TAX DEPOSIT 19660 21719 21719 BASIS ADJUSTMENT 3096716 Other Investment Income 630 630 investment fees 1382 1382 0 0 OTHER INVESTMENT FEES 23122 23122 0 0 FEDERAL INCOME TAXES 12941 FOREIGN TAXES 5719 5719