2025-09-08T08:26:06-07:00 2024-12-31 742597024 Gregory A Copp Inc 1202 Nueces Street Austin TX 78701 990PF 2024-01-01 742619296 Warren Skaaren Charitable Trust WARR 5126987272 4200 Ave G Austin TX 78751 W Amon Burton Trustee 5126987272 2025-05-13 true Gregory A Copp P00287652 5124772000 2025-09-08 2024 2025-03-06 01:10:19Z X 1914567 X X 49882 49882 25982 339631 25982 0 0 132856 132856 208720 208720 0 25000 25000 3206 3206 6165 4932 1233 16491 16491 3655 3655 0 2273 2273 4934 3122 1812 61724 28200 33524 154000 154000 215724 28200 187524 -7004 180520 0 264434 79423 79423 0 0 620996 750342 750342 771517 850134 850134 146855 234336 234336 0 0 0 1144 332 332 1804946 1914567 1914567 0 0 0 0 0 X 1804946 1914567 1804946 1914567 1804946 1914567 1804946 -7004 116625 1914567 1914567 Neuberger Berman #2691 ST Covered Transactions P 2024-01-01 2024-12-31 10977 0 14482 -3505 0 0 0 -3505 Neuberger Berman #2691 LT Covered Transactions P 2023-01-01 2024-12-31 316490 0 298478 18012 0 0 0 18012 Apple Inc P 2010-04-13 2024-03-15 8547 0 432 8115 0 0 0 8115 Veralto Corp P 2009-01-28 2024-09-09 3617 0 257 3360 0 0 0 3360 25982 -3505 2509 0 2509 0 2509 2506 4000 6506 -6506 X 0 3997 3997 false false false false false false false true true TX true false false false false true N/A Amon Burton 5126987272 4200 Avenue G Austin TX 787513816 false false false false false false false false false false false false false false false false false false false false false W Amon Burton Jr 4200 Avenue G Austin TX 78751 Trustee 0.78 25000 0 7207 NONE 0 NONE 0 1698330 195261 0 1893591 0 1893591 28404 1865187 93259 93259 2509 2509 90750 90750 90750 187524 187524 90750 20597 85608 39485 36710 47734 230134 187524 0 90750 96774 326908 0 0 0 0 20597 306311 85608 39485 36710 47734 96774 X Rochester Community & Technical College 851 30th Ave SE Rochester MN 55904 501(c)(3) To provide accessibleaffordable, quality learning opportunities 35000 Wonders & Worries 9101 Burnet Road St 107 Austin TX 78701 501(c)(3) To help children copewhen a parent facesserious or life-threatening illness 7500 Austin Pets Alive 1156 W Cesar Chavez St Austin TX 78703 501(c)(3) To support the efforts of thefacility to provide no-kill shelter and adoption for animals 20000 Chinati Foundation PO Box 1135 1 Cavalry Row Marfa TX 79843 501(c)(3) To sponsor childrensart education programsin Big Bend area schools 10000 Austin Film Society 1901 East 51st St Austin TX 78723 501(c)(3) To support New TexasVoices filmdevelopment program 20000 Mobile Loaves & Fishes Inc 9301 Hog Eye Rd Suite 950 Austin TX 78724 501(c)(3) To support Austin Community First! Villagehousing communityfor the homeless 10000 Austin Classical Guitar PO Box 4072 Austin TX 78765 501(c)(3) To support guitarlesson programs in juvenile detention facilities and public schools 10000 UT Austin 116 Inner Campus Drive Austin TX 78712 501(c)(3) Plan II studentscholarship 1500 Texas 4000 for Cancer 1111 W 24th St Ste 200 Austin TX 78705 501(c)(3) To support leadershipand engage communitiesin the fight against cancer 4000 Owl Research Institute Inc PO Box 39 Charlo MT 59824 501(c)(3) To support owl conservationthrough researchand education. 5000 UT Austin 116 Inner Campus Drive Austin TX 78712 501(c)(3) Global project for Underserved Communities:Student Costa Rica Project Spring 2025 6000 Community in Schools of Central Texas 3000 SO IH-35 Suite 200 Austin TX 78704 501(c)(3) Support insidepublic schools 10000 Rise Child Development Center POBox 7261 Round Rock TX 78683 501(c)(3) Support earlychildhoodeducation 15000 154000 0 14 49882 15 132856 19 25982 208720 208720 false false false false false false false false false false Neuberger Berman #2691 ST Covered Transactions Purchased 2024-12 10977 14482 -3505 Neuberger Berman #2691 LT Covered Transactions Purchased 2024-12 316490 298478 18012 Apple Inc 2010-04 Purchased 2024-03 8547 432 8115 Veralto Corp 2009-01 Purchased 2024-09 3617 257 3360 Colgate Palmolive Co Note Call Make Whole 3.1% 24793 24793 Walmart Inc Note Call Make Whole 3.9% 24912 24912 Visa Inc Note Call Make Whole 3.15% 24716 24716 Apple Inc Note Call Make Whole 4.421% 24971 24971 Johnson & Johnson Note Call Make Whole 2.95% 24250 24250 Blackrock Inc Note Call Make Whole 4.7% 25019 25019 Meta Platforms Inc Note Call Make Whole 4.75% 29203 29203 Automatic Data Processing Inc Note 4.45% 28561 28561 Novartis Capital Corp Note 4.2% 27911 27911 Church & Dwight Co Inc Com 21466 21466 GXO Logistics Inc Common Stock 11962 11962 Amazon.com Inc 30715 30715 Home Depot Inc 21394 21394 Lennar Corp Com US Class A 44320 44320 EOG Resources Inc 18387 18387 EQT Corp Com 20750 20750 JPMorgan Chase & Co 35957 35957 Moodys Corp Com US 33136 33136 Progressive Corp Com 17971 17971 Transunion Com 22250 22250 Danaher Corporation Com 22955 22955 Eli Lilly & Co Com 25476 25476 UnitedHealth Group Inc 16693 16693 ASML Holding NV Euro NY Registry Shs 38119 38119 Roper Technologies Inc 31191 31191 Alphabet Inc Cap Stk Cl C 50467 50467 Apple Inc 112689 112689 CDW Corp Com US 18100 18100 Fiserv Inc Com Stk US 61626 61626 Intuit Inc 25140 25140 Microsoft Corp 65332 65332 Motorola Solutions Inc 25423 25423 Nividia Corporation Com 67145 67145 Nextera Energy Inc Com US 11470 11470 523787 523787 226555 226555 Dividend Receivable 1144 332 332 Monument/Graveside Expenses 91 91 Storage Fees 2886 2886 Delivery Fees 144 144 Miscellaneous 1812 1812 Rounding 1 1 Royalties 132856 132856 Accumulated Unrealized Gain/Loss 116625 Foreign Taxes 55 55 Excise Taxes 3600 3600