2025-10-28T09:29:00-05:00 2024-12-31 742335626 FASKE LAY & CO LLP 3609 WILLIAMS DRIVE SUITE 105 GEORGETOWN TX 786282510 990PF 2024-01-01 742793761 TEMPLE COLLEGE AT TAYLOR FOUNDATION INC TEMP 5128443658 700 N MAIN ST TAYLOR TX 76574 JAMES E BARTOSH JR PRESIDENT 5123522688 2025-10-13 1 0 JEFFREY L MILLER P00314755 5123469623 2025-10-13 2024 2025-03-06 01:10:19Z X 114298 X X 239 239 2560 2560 -469 8628 0 2330 2799 0 0 0 0 0 8430 0 0 0 1000 0 0 0 1159 0 0 0 10589 0 0 0 23100000 23100000 23110589 0 0 23100000 -23108259 2799 0 3689 4138 4138 15752 102660 102660 1099 94578 0 0 656811 0 0 7500 7500 7500 779429 114298 114298 0 0 X 779429 114298 779429 114298 779429 114298 779429 -23108259 22443189 114359 61 114298 WESTWOOD INCOME OPPORTUNITY 2024-06-27 208 200 8 8 WESTWOOD INCOME OPPORTUNITY 2024-07-01 60 65 -5 -5 WESTWOOD MULTI-ASSET INCOME 2024-06-27 125 121 4 4 WESTWOOD MULTI-ASSET INCOME 2024-07-01 13 14 -1 -1 WESTWOOD INCOME OPPORTUNITY 2024-06-27 5219 5702 -483 -483 WESTWOOD INCOME OPPORTUNITY 2024-06-27 60 65 -5 -5 WESTWOOD MULTI-ASSET INCOME 2024-06-27 2176 2247 -71 -71 WESTWOOD MULTI-ASSET INCOME 2024-06-27 27 28 -1 -1 VANGUARD FTSE DEVELOPED MARKETS 2024-06-27 740 655 85 85 -469 39 0 39 0 39 0 0 0 0 0 0 39 0 0 0 0 0 0 0 0 0 1 1 1 TX 1 0 0 0 0 1 N/A STEVEN KOVAR 5128443658 700 N MAIN ST TAYLOR TX 76574 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES BARTOSH 516 N MAIN ST TAYLOR TX 76574 PRESIDENT, DIRECTOR 1.00 0 0 0 ANN GLENN 516 N MAIN ST TAYLOR TX 76574 SECRETARY, DIRECTOR 0.00 0 0 0 KEITH HAGLER 516 N MAIN ST TAYLOR TX 76574 DIRECTOR 0.00 0 0 0 ROSEMARY HAUSER 516 N MAIN ST TAYLOR TX 76574 DIRECTOR 0.00 0 0 0 LOUIS HUGHES 516 N MAIN ST TAYLOR TX 76574 DIRECTOR 0.00 0 0 0 STEVEN KOVAR 516 N MAIN ST TAYLOR TX 76574 TREASURER, DIRECTOR 1.00 0 0 0 JOHN NELSON 516 N MAIN ST TAYLOR TX 76574 DIRECTOR 0.00 0 0 0 CLARK JACKSON 516 N MAIN ST TAYLOR TX 76574 DIRECTOR 0.00 0 0 0 ISAAC TURNER 516 N MAIN ST TAYLOR TX 76574 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 47289 63120 7500 117909 0 0 117909 1769 116140 5807 5807 39 39 5768 0 5768 0 5768 23100000 0 23100000 5768 597303 0 0 23100000 597303 0 0 5768 22496929 0 0 22496929 0 0 0 0 0 0 0 22496929 22496929 X THE UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7458 AUSTIN TX 78713 ON DECEMBER 17, 2024, THE FOUNDATION DONATED A 68.36 ACRE TRACT OF LAND IN WILLIAMSON COUNTY, TEXAS TO THE UNIVERSITY OF TEXAS AT AUSTIN, P.O. BOX 7458, AUSTIN, TX 78713. THE LAND WAS VALUED AT $23,100,000. THE FOUNDATION HAD A COST BASIS IN THE LAND OF $656,811. THE LAND WAS DONATED TO SUPPORT THE PROGRAMS AND ADVANCE THE MISSION OF THE UNIVERSITY OF TEXAS AT AUSTIN AND ANY SUCCESSOR INSTITUTIONS (COLLECTIVELY, "UT"). 23100000 23100000 0 14 239 14 2560 18 -469 0 2330 0 2330 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 1000 0 0 0 THE UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7458 AUSTIN TX 78713 ON DECEMBER 17, 2024, THE FOUNDATION DONATED A 68.36 ACRE TRACT OF LAND IN WILLIAMSON COUNTY, TEXAS TO THE UNIVERSITY OF TEXAS AT AUSTIN, P.O. BOX 7458, AUSTIN, TX 78713. THE LAND WAS VALUED AT $23,100,000. THE FOUNDATION HAD A COST BASIS IN THE LAND OF $656,811. THE LAND WAS DONATED TO SUPPORT THE PROGRAMS AND ADVANCE THE MISSION OF THE UNIVERSITY OF TEXAS AT AUSTIN AND ANY SUCCESSOR INSTITUTIONS (COLLECTIVELY, "UT"). 23100000 ON DECEMBER 17, 2024, THE FOUNDATION DONATED A 68.36 ACRE TRACT OF LAND IN WILLIAMSON COUNTY, TEXAS TO THE UNIVERSITY OF TEXAS AT AUSTIN, P.O. BOX 7458, AUSTIN, TX 78713. THE LAND WAS VALUED AT $23,100,000. THE FOUNDATION HAD A COST BASIS IN THE LAND OF $656,811. THE LAND WAS DONATED TO SUPPORT THE PROGRAMS AND ADVANCE THE MISSION OF THE UNIVERSITY OF TEXAS AT AUSTIN AND ANY SUCCESSOR INSTITUTIONS (COLLECTIVELY, "UT"). PROFESSIONAL FEES 8430 0 0 0 BARKLEY ART COLLECTION 7500 7500 7500 FEDERAL INCOME TAXES 61 OTHER COSTS 1159 0 0 0 ADJUST LAND DONATION TO FAIR MARKET VALUE PER APPRAISAL 22443189