2025-11-05T10:30:52-06:00 2024-12-31 800168836 Petrus Trust Company LTA 3000 Turtle Creek Blvd Dallas TX 75219 990PF 2024-01-01 431964344 The Sarah and Ross Perot Jr Foundation SARA 9725351900 3000 Turtle Creek Blvd Dallas TX 75219 J Y Robb III Asst. Secretary 9725351900 2025-11-05 1 0 Lauren A Berryman P01534750 9725351900 2025-10-30 2024 2025-03-06 01:10:19Z X 15639263 X 268420 4323 4323 757923 757923 55784 55784 29581 7557 1116031 825587 0 0 0 17199 199 0 177687 18824 0 194886 19023 0 5748357 5748357 5943243 19023 5748357 -4827212 806564 117506 186401 186401 6000 14837552 9947445 15452862 14961058 10133846 15639263 0 0 X 0 0 0 0 14961058 10133846 14961058 10133846 14961058 10133846 14961058 -4827212 0 10133846 0 10133846 PVNT K1 STCG P 2024-01-01 2024-12-31 5033 5033 PVNT K1 LTCG P 2024-01-01 2024-12-31 43274 43274 PEPI K1 STCG P 2024-01-01 2024-12-31 805 805 PEPI K1 LTCG P 2024-01-01 2024-12-31 7220 7220 PHC K1 STCG P 2024-01-01 2024-12-31 -11 -11 PHC K1 LTCG P 2024-01-01 2024-12-31 -3 -3 PSTF K1 STCG P 2024-01-01 2024-12-31 -431 -431 PSTF K1 LTCG P 2024-01-01 2024-12-31 -103 -103 55784 11211 0 11211 0 11211 2707 0 12000 0 14707 X 130 3366 3366 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A JY Robb III 9725351930 3000 Turtle Creek Blvd Dallas TX 75219 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Henry Ross Perot Jr 3000 Turtle Creek Blvd Dallas TX 75219 Trustee, Vice President/Tr 0.00 0 0 0 Sarah F Perot 2929 Carlisle Street Suite 370 Dallas TX 75204 Trustee, President/Sec. 20.00 0 0 0 Darcy Glen Anderson 3000 Turtle Creek Blvd Dallas TX 75219 Trustee 0.00 0 0 0 J Y Robb III 3000 Turtle Creek Blvd Dallas TX 75219 Trustee, Asst. Secretary 0.00 0 0 0 NONE 0 NONE 0 The Foundation makes grants to other organizations to assist them in conducting their direct charitable activities. 0 0 16786756 142113 0 16928869 0 0 16928869 253933 16674936 833747 833747 11211 11211 822536 0 822536 0 822536 5748357 0 5748357 822536 0 0 4210553 883927 9013333 23113058 37220871 5748357 0 0 0 822536 4925821 0 0 42146692 0 0 0 0 0 0 4210553 37936139 883927 9013333 23113058 4925821 Henry Ross Perot Jr Sarah F Perot Kristen Garcia 2929 Carlisle Street Suite 370 Dallas TX 75024 2145282225 Please contact the named person above for details Please contact the named person above for details Please contact the named person above for details 457 FS Booster Club 1790 Military Parkway Fort Worth TX 76114 NONE Public Charity Humanitarian 5457 Bara Church 301 Trophy Lake Dr Unit 136 Trophy Club TX 76262 NONE Public Charity Religious Support 20000 Beacon Hill Preparatory Institute 1402 Corinth St Ste 257 Dallas TX 75215 NONE Public Charity Educational Support 1000 Blair House Foundation PO Box 27208 Washington DC DC 20038 NONE Public Charity Humanitarian 1250000 Communities Foundation of Texas 5500 Caruth Haven Lane Dallas TX 75225 NONE Public Charity Humanitarian 10000 Denison Ministries 17304 Preston Road Ste 1060 Dallas TX 75252 NONE Public Charity Religious Support 100000 Fellowship of Fathers Foundation 6107 Park Lane Dallas TX 75225 NONE Public Charity Humanitarian 50000 Foster's Outriders Foundation PO Box 9790 Jackson WY 83002 NONE Public Charity Humanitarian 15000 Free to Choose Network 2002 Filmore Ave Erie PA 16506 NONE Public Charity Support of the Arts 25000 George W Bush Presidential Center 2943 SMU Blvd Dallas TX 75205 NONE Public Charity Humanitarian 84000 Highland Park Presbyterian Church 3821 University Blvd Dallas TX 752071710 NONE Public Charity Religious Support 12500 Highland Park Presbyterian Church 3821 University Blvd Dallas TX 752071710 NONE Public Charity Religious Support 12500 Highland Park Presbyterian Church 3821 University Blvd Dallas TX 752071710 NONE Public Charity Religious Support 1000 Highland Park Presbyterian Church 3821 University Blvd Dallas TX 752071710 NONE Public Charity Religious Support 12500 Highland Park Presbyterian Church 3821 University Blvd Dallas TX 752071710 NONE Public Charity Religious Support 12500 Highland Park Presbyterian Church 3821 University Blvd Dallas TX 752071710 NONE Public Charity Religious Support 100000 Hope Unlimited 3419 Westminster Ave Ste 195 Dallas TX 75205 NONE Public Charity Humanitarian 1000 Library of Congress 101 Independence Ave SE Washington DC DC 205401400 NONE Public Charity Support of the Arts 25000 Make-A-Wish Foundation 343 NW 6th St Miami FL 33136 NONE Public Charity Humanitarian 25000 Methodist Health System Foundation 1441 N Beckley Ave Dallas TX 75203 NONE Public Charity Support of Medical Field 10000 National Air and Space Museum PO Box 37012 MRC 310 Washington DC DC 200137012 NONE Public Charity Support of the Arts 5000 Pantego Christian Academy 2201 W Park Row Arlington TX 76013 NONE Public Charity Religious Support 1000 Parks for Downtown Dallas 901 Main St Ste 360 Dallas TX 75202 NONE Public Charity Support of Public Parks 1000000 Project Unity PO Box 224486 Dallas TX 75222 NONE Public Charity Humanitarian 2500 Southern Methodist University Meadows Museum PO Box 750402 Dallas TX 752750402 NONE Public Charity Educational Support 500 Southern Methodist University PO Box 750402 Dallas TX 752750402 NONE Public Charity Educational Support 5000 Southern Methodist University PO Box 750402 Dallas TX 752750402 NONE Public Charity Educational Support 10000 St Mark's School of Texas 10600 Preston Rd Dallas TX 752304047 NONE Public Charity Educational Support 25000 St Mark's School of Texas 10600 Preston Rd Dallas TX 752304047 NONE Public Charity Educational Support 2000000 St Philip's School and Community Center 1600 Pennsylvania Ave Dallas TX 75215 NONE Public Charity Educational Support 100000 TACA 1722 Routh St Ste 800 Dallas TX 75201 NONE Public Charity Support of the Arts 3900 Texas Scottish Rite Hospital for Children 2222 Welborn St Dallas TX 75219 NONE Public Charity Humanitarian 15000 Texas Tech Foundation PO Box 45025 Lubbock TX 794095025 NONE Public Charity Educational Support 1000 The Alliance for Choice in Education 5251 DTC Parkway Ste 1150 Greenwood Village CO 80111 NONE Public Charity Educational Support 200000 The Lone Star Flight Museum 11551 Aerospace Ave Houston TX 77034 NONE Public Charity Support of the Arts 5000 The Portrait Society of America PO Box 11272 Tallahassee FL 32301 NONE Public Charity Support of the Arts 2000 The Salvation Army of North Texas PO Box 36006 Dallas TX 75235 NONE Public Charity Humanitarian 100000 The Salvation Army of North Texas PO Box 36006 Dallas TX 75235 NONE Public Charity Humanitarian 100000 The Unit Foundation PO Box 1281 Vass NC 28394 NONE Public Charity Veteran Support 125000 United Way of Metropolitan Dallas 1800 N Lamar Dallas TX 75202 NONE Public Charity Humanitarian 25000 Young America's Foundation 11480 Commerce Park Dr 6th Floor Reston VA 20191 NONE Public Charity Humanitarian 250000 5748357 0 14 4323 14 757923 14 22224 18 55784 Other Income - Petrus Venture Fund 14 -38887 Other Income - PEPI Capital 14 46244 0 847611 0 847611 0 0 0 0 0 0 0 0 0 0 X X 1 Henry Ross Perot Jr 3000 Turtle Creek Blvd Dallas TX 75219 130766 X 2 SFP Inc 5500 Preston Road Ste 365 Dallas TX 75205 15715 X 3 Sarah F Perot 5500 Preston Road Ste 365 Dallas TX 75205 121939 X Investment in Petrus Short Term Fund LP AT COST 2326098 2339142 Investment in Petrus Holding Company, LLC AT COST 412375 7 Investment in PEPI Capital, LP AT COST 4229229 4953491 Investment in Petrus Venture Funds, LP AT COST 2516977 2910061 Investment in HWGAA, LP AT COST 227299 5023192 Investment in Petrus QOF I, LP AT COST 235467 226969 Petrus Venture Fund LP 7580 7580 0 PEPI Capital LP 11244 11244 0 Office Expense 1629 0 0 Rent Expense 14086 0 0 Nondeductible Expenses 136970 0 0 Professional Fees 6178 0 0 Tax Exempt Income 22024 0 22024 PDIV Incentive Allocation Clawback 200 200 200 Other Income - Petrus Venture Fund -38887 -38887 -38887 Other Income - PEPI Capital 46244 46244 46244 Foreign Tax-Petrus Venture Fund LP 199 199 0 Federal Income Tax 17000 0 0