2025-06-19T14:20:46-07:00 2024-12-31 261814581 Donald W Shierry CPA PC PO Box 4866 Wichita Falls TX 76308 990PF 2024-01-01 756050023 Bertha Foundation BERT 9405491400 PO Box 1110 Graham TX 76450 Donald Shierry Treasurer 2025-06-19 true true Donald W Shierry P00031769 9406919440 2024 2025-03-06 01:10:19Z X 8305165 X X 1316 1316 1316 198750 198750 198750 -10718 492937 189348 200066 200066 4525 2262 2262 2263 42732 21366 21366 21366 5883 2633 2633 53140 26261 26261 23629 355378 355378 408518 26261 26261 379007 -219170 173805 173805 256865 206756 206757 106762 106762 102351 1600400 1701988 6153096 1082 1082 1082 1082 2385912 2115263 1841879 4351021 4131851 8305165 0 X 4351021 4131851 4351021 4131851 4351021 4131851 4351021 -219170 4131851 4131851 316 Bellring Brands Inc P 2022-03-11 2024-02-20 18360 7118 11242 11242 4473 Liberty Global PLC P 2018-06-29 2024-04-29 74512 107351 -32839 -32839 544 Glaxosmithkline Plc ADR P 2021-07-28 2024-05-20 24428 21086 3342 3342 635 Sanofi Sponsored ADR P 2012-07-27 2024-05-20 30994 23534 7460 7460 25 Fairfax Finl Hldgs Ltd P 2010-07-06 2024-05-30 28239 11833 16406 16406 150 General Mills Inc P 2011-01-26 2024-07-19 9889 5476 4413 4413 125 General Mills Inc P 2011-01-26 2024-07-25 8199 4564 3635 3635 60 General Mills Inc P 2011-01-26 2024-07-26 4007 2191 1816 1816 220 General Mills Inc P 2011-01-26 2024-07-30 14759 8032 6727 6727 345 General Mills Inc P 2011-01-26 2024-07-31 23329 12596 10733 10733 4005 The A2 Milk Company P 2021-02-26 2024-08-02 18532 29225 -10693 -10693 1325 Equity Commonwealth P 2020-03-20 2024-11-20 26689 35944 -9255 -9255 21356.275 FPA New Income P 2008-05-02 2024-12-02 211000 234705 -23705 -23705 -10718 2416 2416 2416 2516 3004 5520 3104 3104 false false false false false false false true true TX true false false false false true N/A Donald Shierry 9406919440 PO Box 4866 Wichita Falls TX 76308 false false false false false false false false false false false false false false false false false false false false false false Melissa York PO Box 1110 Graham TX 76450 President 0.00 0 Vicki Mills PO Box 1110 Graham TX 76450 Secretary 0.00 0 Blake Estess PO Box 1110 Graham TX 76450 Vice President 0.00 0 Sandra Estess PO Box 1110 Graham TX 76450 Director 0.00 0 Donald Shierry PO Box 4866 Wichita Falls TX 76308 Treasurer 0.00 0 NONE NONE Graham Hospital Foundation. To provide funds to purchase a monitoring system needed at the facility. 200000 Graham Friends of The Arc. To provide funds for the operating expenses and renovation of the Hero House. 100000 Wichita Falls Area Community Foundation. To provide funds that will support various charitable endeavors and projects in and around Graham, Texas serving the entire community of residents and visitors. 40000 Rotary Club of Graham, TX. Provided funds for the operation of the Duck Derby held on October 19, 2024. 5000 8325641 282528 1082 8609251 0 8609251 129139 8480112 424006 424006 2416 2416 421590 421590 421590 379007 379007 421590 350000 379007 350000 0 29007 392583 Bertha Foundation PO Box 1110 Graham TX 76450 9405491400 Apply in writing. Include contact name, address and telephone number, and nature of request. None Consideration given only to tax exempt organizations located in or benefiting organizations located in Young County Texas. Graham Concert Assn PO Box 1300 Graham TX 76450 N/A Exempt Provide funds for operating expenses. 2000 Graham Regional Medical Center 1301 Montgomery Rd Graham TX 76450 N/A Exempt Provide funds for nursing scholarships, the Health Fair, and equipment purchases. 3500 Graham Senior Citizen Center 825 Fairview Street Graham TX 76450 N/A Exempt Provide funds for repair and maintenance costs incurred. 1260 Wichita Falls Area Community Founda 807 8th Street Ste 750 Wichita Falls TX 76301 N/A Exempt Provide funds in support of various charitable endeavors and projects in and around Graham, TX. 40000 Rotary Club of Graham Texas PO Box 1144 Graham TX 76450 N/A Exempt Provided funds for the operation of the Duck Derby held on October 19, 2024. 5000 Friends Of The Library Graham Texas 910 Cherry Street Graham TX 76450 N/A Exempt Provide funds for operating expenses associated with Dolly Parton's Imagination Library. 618 Graham Friends of The Arc PO Box 1094 Graham TX 76450 N/A Exempt Provide funds for Hero House. 100000 Holidays and Heroes PO Box 10086 River Oaks TX 76114 Exempt Provide funds for operational expenses. 3000 Graham Hospital Foundation 1301 Montgomery Road Graham TX 76450 Provide funds for a new monitoring system. 200000 355378 14 1316 14 198750 18 -10718 189348 189348 false false false false false false false false false false Tax Preparation 4525 2262 2262 2263 7,680 Exxon Mobil Corp (SN) 110791 826138 1,500 Johnson & Johnson (SN) 30116 216930 1,800 Pepsico, Inc. (SN) 32917 273708 2,000 Colgate Palmolive Co (SN) 14236 181820 1,000 AT&T Inc (SN) 18485 22770 168 White Mountains Insurance Group (FI) 88488 326770 460 Clorox Co Del (FI) 30616 74709 1200 Coca Cola Co (FI) 32648 74712 237 Fairfax Financial Hldgs Ltd (FI) 101585 329579 600 Johnson & Johnson (FI) 34358 86772 1,200 Unilever Plc Spon Adr (FI) 35888 68040 400 Graham Holdings Co Com (FI) 172968 348768 2,324 Lilly Eli & Company (SN) 82372 1794128 1,100 Conagra Foods Inc (SN) 19352 30525 1,009 Berkshire Hathaway (FI) 103197 457360 1000 Colgate-Palmolive Co (FI) 39119 90910 288 Liberty Broadband Corp Com SerC (FI) 4508 21531 134 Cable One Inc Com (FI) 24319 48524 366 Lamb Weston Hldgs Inc (SN) 5689 24460 875 Loews Corp (FI) 32070 74104 925 Koninklijke Vopak N.V. (FI) 43277 40708 175 Affiliated Managers Group (FI) 15643 32361 31,820 Bollore Se ISIN (FI) 173024 195721 791 Hal Trust Units NPV ISIN (FI) 109166 94522 500 Mercury General Corp (FI) 22956 33240 120 Mohawk Industries Com (FI) 9899 14296 250 Post Holdings Inc Com (FI) 15322 28615 3150 Spin Master Corp Cub VTG NPV (FI) 42059 74183 652 Tripadvisor Inc (FI) 12193 9630 241 Warner Bros Discovery Inc (SN) 5768 2547 1115 CNX Res Corp (FI) 22310 40887 680 Haleon Plc Spon Ads (FI) 3742 6487 850 Johnson Outdoors Inc (FI) 54672 28050 500 Molson Coors Beverage (FI) 28152 28660 670 Nestle Adr (FI) 57494 54739 900 Sunrise Communications (FI) 31337 38772 4500 Liberty Global Ltd A (FI) 41252 57420 106762 102351 Machinery and Equipment 1082 1082 1082 188085.411 FPA New Inc Fund Cl A (SN) AT COST 2077892 1837594 1,040 Seritage Growth PPTYS CL A (FI) AT COST 37371 4285 Investment Management Fees 42732 21366 21366 21366 Federal Income Tax 3250 Foreign Taxes 2633 2633 2633