2025-12-15T14:36:39-08:00 2025-11-30 751456416 David T Waggoner CPA 5831 Watson Avenue Dallas TX 75225 990PF 2024-12-01 751866061 E L Roy and Thelma Herider Foundation ELRO 2147077322 1109 Hills Creek Dr McKinney TX 750705209 David T Waggoner Director 2147077322 2025-11-12 true David T Waggoner P00010855 2143690674 2025-12-15 X 2024 2025-03-06 01:10:19Z X 634175 X X 21836 21836 21836 19973 0 0 3517 3517 21836 45326 25353 0 1584 1584 1584 0 0 0 0 1584 1584 1584 0 30200 0 31784 1584 1584 0 -9948 43742 23769 36426 14724 14724 0 0 188646 219142 212609 156803 131330 233799 35000 45009 44276 0 67673 87698 128767 0 0 0 0 484548 497903 634175 0 0 0 0 0 X 530000 530000 -45452 -32097 484548 497903 484548 497903 484548 -9948 23490 498090 187 497903 22 Apple P 2020-07-08 2025-01-13 5180 0 2105 3075 0 0 0 3075 46 Digital Realty Tr P 2023-07-13 2025-01-13 8003 0 5476 2527 0 0 0 2527 25 Microsoft P 2016-09-26 2025-01-13 10433 0 1466 8967 0 0 0 8967 180 Truist P 2021-06-21 2025-01-13 7653 0 10157 -2504 0 0 0 -2504 33 Viatris P 2020-11-16 2025-01-13 380 0 513 -133 0 0 0 -133 25 American Tower P 2020-04-03 2025-05-23 5144 0 5273 -129 0 0 0 -129 40 Johnson & Johnson P 2020-04-03 2025-05-23 5956 0 5250 706 0 0 0 706 270 Pfizer P 2019-10-23 2025-07-01 6423 0 9487 -3064 0 0 0 -3064 150 RTX P 2023-09-14 2025-07-23 21873 0 11345 10528 0 0 0 10528 19973 608 0 608 0 608 0 X 10 618 0 false false false false false false false true true TX true false false false false false N/A David T Waggoner 2143690674 5831 Watson Ave Dallas TX 752251650 false false false false false false false false false false false false false false false false false false false false Edward L Herider Jr 4140 Legendary Dr Apt 208 Frisco TX 750347993 Trustee 1.00 0 0 0 Lynda H Truitt 1109 Hills Creek Dr McKinney TX 750705209 Trustee 1.00 0 0 0 David T Waggoner 5831 Watson Ave Dallas TX 752251650 Trustee 1.00 0 0 0 Julie T Davis 1613 McDougall Creek Van Alstyne TX 754958109 Trustee 1.00 0 0 0 Michael K Truitt 1420 McDermott Dr Apt 523 Allen TX 750133304 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 0 0 0 0 0 0 0 0 0 608 608 0 0 0 0 0 319 49 650 4 0 1022 0 0 1022 0 0 0 0 319 703 49 650 4 0 0 None None X American Heart Asstn 7272 Greenville Ave Dallas TX 75231 None Undesignated 15000 Scottish Rite Hospital Dallas 2222 Welborn St Dallas TX 75219 None Undesignated 15200 30200 0 21836 21836 21836 4 Preservation of corpus. 8 Preservation of corpus. false false false false false false false false false false David T Waggoner CPA Accounting 1584 1584 1584 schedule attached 45009 44276 schedule attached 131330 233799 219142 212609 schedule attached 87698 128767 Form 990-PF Taxes 187 Cap Gain Distribs 3517 3517 Capital Gains 19973 Capital Gain Distributions 3517