2025-10-31T11:27:34-05:00 2024-12-31 752641436 SELF-PREPARED 1601 ELM STREET SUITE 3500 DALLAS TX 75201 990PF 2024-01-01 752641436 JAMES AND ELIZABETH SOWELL FOUNDATION JAME 2148713320 1601 ELM STREET SUITE 3500 DALLAS TX 75201 JAMES E SOWELL PRESIDENT 2148713320 2025-10-31 0 P01256967 2148713320 2024 2025-03-06 01:10:19Z X 1568050 X 7 X 29154 29154 543132 1312910 543132 572293 572286 0 0 0 7500 0 0 7500 0 0 1556064 1556064 1563564 0 1556064 -991271 572286 263085 41592 41592 1614403 844625 1526458 1877488 886217 1568050 0 0 X 0 0 2281398 2281398 -403910 -1395181 1877488 886217 1877488 886217 1877488 -991271 0 886217 0 886217 SALE OF VANGUARD INDEX FDS S&P 500 ETF 2020-06-10 2024-04-01 80549 49379 31170 31170 SALE OF VANGUARD INDEX FDS S&P 500 ETF 2020-06-10 2024-05-17 104936 63488 41448 41448 SALE OF VANGUARD INDEX FDS S&P 500 ETF 2020-06-10 2024-06-27 145404 84944 60460 60460 SALE OF VANGUARD INDEX FDS S&P 500 ETF 2020-06-10 2024-06-27 13585 7936 5649 5649 SALE OF VANGUARD INDEX MID-CAP ETF 2018-01-23 2024-04-01 12387 8139 4248 4248 SALE OF VANGUARD INDEX MID-CAP ETF 2020-02-27 2024-04-01 25517 17272 8245 8245 SALE OF VANGUARD INDEX MID-CAP ETF 2020-02-27 2024-05-17 66492 44940 21552 21552 SALE OF VANGUARD INDEX MID-CAP ETF 2020-02-27 2024-06-27 63059 43766 19293 19293 SALE OF VANGUARD GROWTH ETF 2018-01-23 2024-04-01 83759 36872 46887 46887 SALE OF VANGUARD GROWTH ETF 2018-01-23 2024-05-17 31486 13600 17886 17886 SALE OF VANGUARD GROWTH ETF 2018-01-23 2024-05-17 96531 41708 54823 54823 SALE OF VANGUARD GROWTH ETF 2018-01-23 2024-06-27 165158 66189 98969 98969 SALE OF VANGUARD VALUE ETF 2018-01-23 2024-04-01 78279 53927 24352 24352 SALE OF VANGUARD VALUE ETF 2018-01-23 2024-05-17 51620 35282 16338 16338 SALE OF VANGUARD VALUE ETF 2020-02-27 2024-05-17 29404 19658 9746 9746 SALE OF VANGUARD VALUE ETF 2020-02-27 2024-06-27 149954 102656 47298 47298 SALE OF VANGUARD SMALL-CAP ETF 2020-02-27 2024-04-01 31881 21569 10312 10312 SALE OF VANGUARD SMALL-CAP ETF 2020-02-27 2024-05-17 20244 13767 6477 6477 SALE OF VANGUARD SMALL-CAP ETF 2020-02-27 2024-06-27 6963 4895 2068 2068 SALE OF VANGUARD SMALL-CAP ETF 2020-06-10 2024-06-27 55702 39791 15911 15911 543132 7955 0 7955 0 7955 75 0 8000 0 8075 399 279 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 1 0 0 1 N/A KELLY STEINHEBEL 2148713320 1601 ELM STREET SUITE 3500 DALLAS TX 75201 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES E SOWELL 1601 ELM STREET SUITE 3500 DALLAS TX 75201 PRESIDENT/DIRECTOR 1.00 0 0 0 ELIZABETH F SOWELL 1601 ELM STREET SUITE 3500 DALLAS TX 75201 VICE PRESIDENT/DIRECTOR 1.00 0 0 0 BENJAMIN A LURIE 1601 ELM STREET SUITE 3500 DALLAS TX 75201 SECRETARY/TREASURER/DIRECT 1.00 0 0 0 ZACHARY E SOWELL 1601 ELM STREET SUITE 3500 DALLAS TX 75201 DIRECTOR 1.00 0 0 0 LARRY JAMES 1601 ELM STREET SUITE 3500 DALLAS TX 75201 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1843584 293742 0 2137326 0 0 2137326 32060 2105266 105263 105263 7955 7955 97308 0 97308 0 97308 1556064 0 1556064 97308 0 0 235405 246570 214013 1629086 2237812 4562886 1556064 0 0 0 97308 1458756 0 0 6021642 0 0 0 0 0 0 235405 5786237 246570 214013 1629086 2237812 1458756 JAMES E SOWELL ELIZABETH F SOWELL X CITYSQUARE 511 N AKARD ST STE 302 DALLAS TX 75201 N/A 501(C)(3) CHARITABLE 643744 EYE CORPS INC 1601 ELM STREET SUITE 3500 DALLAS TX 75201 N/A 501(C)(3) CHARITABLE 475000 TEXAS TECH FOUNDATION BOX 45025 LUBBOCK TX 794095025 N/A 501(C)(3) CHARITABLE 377320 THE JASON RITCHIE MEMORIAL HOCKEY SCHOLARSHIP FOUNDATION INC 5426 BAY CENTER DRIVE SUITE 600 TAMPA FL 33609 N/A 501(C)(3) CHARITABLE 10000 MASTERS TOURNAMENT FOUNDATION INC POST OFFICE BOX 2444 AUGUSTA GA 30903 N/A 501(C)(3) CHARITABLE 25000 WEST TEXAS MATADOR CLUB INC 3724 HULEN ST FORT WORTH TX 76107 N/A 501(C)(3) CHARITABLE 25000 1556064 0 14 14 29154 18 543132 0 572286 0 572286 0 0 0 0 0 0 0 0 0 0 CITI BROKERAGE SECURITIES 844625 1526458 JAMES E SOWELL 1601 ELM STREET SUITE 3500 DALLAS TX 75201 CA FILING FEE 0 0 0 FEDERAL EXCISE TAX 7500 0 0