2025-04-01T15:51:38-05:00 2024-12-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990PF 2024-01-01 453820534 SHEPHERD 5 POINTS FAMILY FOUNDATION SHEP 5124584338 1101 BELMONT PARKWAY AUSTIN TX 78703 EUGENE SHEPHERD JR DIRECTOR 5124584338 2025-03-31 1 1 EMILY LANDRY P01614538 8172599100 2024 2025-03-06 01:10:19Z X 9747228 X X 307708 307708 1555846 4320620 1555846 69 0 1863623 1863554 0 0 0 9936 7452 2484 2150 1613 538 35749 35749 0 34946 100 0 82781 44914 3022 383250 383250 466031 44914 386272 1397592 1818640 658351 859905 859905 4570506 5994003 8887323 5228857 6853908 9747228 755 37506 755 37506 X 0 0 0 0 5228102 6816402 5228102 6816402 5228857 6853908 5228102 1397592 190708 6816402 0 6816402 PUBLICLY TRADED SECURITIES P 2023-01-01 2024-12-31 1600034 652596 947438 947438 PUBLICLY TRADED SECURITIES P 2024-01-01 2024-12-31 327480 364703 -37223 -37223 PUBLICLY TRADED SECURITIES P 2023-01-01 2024-12-31 1397236 762640 634596 634596 PUBLICLY TRADED SECURITIES P 2024-01-01 2024-12-31 995837 984835 11002 11002 CAPITAL GAIN DISTRIBUTIONS P 2023-01-01 2024-12-31 17 17 17 OTHER CAPITAL GAINS P 2024-01-01 2024-12-31 16 16 16 1555846 25279 0 25279 0 25279 0 0 0 0 0 X 225 25504 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A EUGENE SHEPHERD JR 5124584338 1101 BELMONT PARKWAY AUSTIN TX 78703 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EUGENE SHEPHERD JR 1101 BELMONT PARKWAY AUSTIN TX 78703 DIRECTOR 1.25 0 0 0 ROBIN BEASLEY SHEPHERD 1101 BELMONT PARKWAY AUSTIN TX 78703 DIRECTOR 1.25 0 0 0 EUGENE BYRON SHEPHERD III 1101 BELMONT PARKWAY AUSTIN TX 78703 DIRECTOR 0.50 0 0 0 BEN SHEPHERD 1101 BELMONT PARKWAY AUSTIN TX 78703 DIRECTOR 0.50 0 0 0 SAM SHEPHERD 1101 BELMONT PARKWAY AUSTIN TX 78703 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 8640356 927125 0 9567481 0 0 9567481 143512 9423969 471198 471198 25279 25279 445919 0 445919 0 445919 386272 0 386272 445919 0 0 52175 76365 128046 20466 277052 386272 0 0 0 386272 0 59647 59647 217405 0 0 0 0 0 0 0 217405 68893 128046 20466 X ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC 225 N MICHIGAN AVE 17TH FL CHICAGO IL 60601 N/A PUBLIC CHARITY GENERAL SUPPORT 1000 ARKANSAS STATE UNIVERSITY SYSTEM FOUNDATION INC PO BOX 1990 STATE UNIVERSITY AR 72467 N/A PUBLIC CHARITY GENERAL SUPPORT 1000 AUSTIN ANGELS 3510 LAJITAS LEANDER TX 78641 N/A PUBLIC CHARITY GENERAL SUPPORT 100000 BREAKTHROUGH CENTRAL TEXAS 1050 E 11TH ST 350 AUSTIN TX 78702 N/A PUBLIC CHARITY GENERAL SUPPORT 25000 CHRISTIAN COMMUNITY ACTION INC 108 S BONNER ST RUSTON LA 71270 N/A PUBLIC CHARITY GENERAL SUPPORT 500 HEALTH ALLIANCE FOR AUSTIN MUSICIANS 3036 S 1ST ST AUSTIN TX 78704 N/A PUBLIC CHARITY GENERAL SUPPORT 2000 KBH ENERGY CENTER - MCCOMBS SCHOOL OF BUSINESS 2100 SPEEDWAY STOP B6000 AUSTIN TX 78712 N/A PUBLIC CHARITY GENERAL SUPPORT 6250 LAKE BUCHANAN CONSERVATION CORP PO BOX 217 BUCHANAN DAM TX 78609 N/A PUBLIC CHARITY GENERAL SUPPORT 10000 LIFE ANEW RESTORATIVE JUSTICE 2005 E 9TH ST AUSTIN TX 78702 N/A PUBLIC CHARITY GENERAL SUPPORT 5000 LSU IN SHREVEPORT FOUNDATION INC ONE UNIVERSITY PL SHREVEPORT LA 71115 N/A PUBLIC CHARITY GENERAL SUPPORT 50000 PEASE PARK CONSERVANCY PO BOX 50065 AUSTIN TX 78763 N/A PUBLIC CHARITY GENERAL SUPPORT 2500 PRESERVATION AUSTIN PO BOX 2113 AUSTIN TX 78768 N/A PUBLIC CHARITY GENERAL SUPPORT 50000 THE UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7458 AUSTIN TX 78713 N/A PUBLIC CHARITY GENERAL SUPPORT 100000 TRINITY CENTER 9354 CRENSHAW BLVD INGLEWOOD CA 90305 N/A PUBLIC CHARITY GENERAL SUPPORT 30000 383250 0 14 307708 18 1555846 OTHER INCOME 900099 69 0 1863623 0 1863623 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2150 1613 538 GOLDMAN SACHS BANKING 132176 417274 GOLDMAN SACHS FIERA 339238 722569 GOLDMAN SACHS VAUGHAN NEL 760418 1031959 JPMORGAN 4762171 6715521 LEGAL FEES 9936 7452 2484 OTHER INCOME 69 69 UNREALIZED GAINS AND LOSSES 190708 PAYABLE FEDERAL INCOME TAXES 755 37506 INVESTMENT MANAGEMENT FEES 35749 35749 0 FOREIGN TAXES 100 100 0 EXCISE TAXES 34846 0 0