2025-10-31T10:07:17-05:00 2024-12-31 800168836 Petrus Trust Company LTA 3000 Turtle Creek Blvd Dallas TX 75219 990PF 2024-01-01 871330291 The Bette Rathjen Foundation for Emotional Health BETT 9725351900 3000 Turtle Creek Blvd Dallas TX 75219 Kallie Myers Secretary 9725351900 2025-10-31 1 0 Kami M Barnes P01080813 9725351900 2024 2025-03-06 01:10:19Z X 15818463 X 4575747 485977 485977 165528 165528 10175 -17394 5237427 634111 0 0 0 478 478 0 60523 27785 0 61001 28263 0 250000 250000 311001 28263 250000 4926426 605848 9077 10628427 15563930 15818463 10637504 15563930 15818463 0 0 X 0 0 0 0 10637504 15563930 10637504 15563930 10637504 15563930 10637504 4926426 0 15563930 0 15563930 Petrus Short Term Fund LP P 2024-01-01 2024-12-31 -545 -545 Petrus Short Term Fund LP P 2023-12-31 2024-12-31 -130 -130 Petrus Fund LP P 2024-01-01 2024-12-31 7556 7556 Petrus Fund LP P 2023-12-31 2024-12-31 5492 5492 Petrus Quantitative Strategies Fund LP P 2024-01-01 2024-12-31 -3848 -3848 Petrus Quantitative Strategies Fund LP P 2023-12-31 2024-12-31 -8718 -8718 Petrus Securities LP P 2024-01-01 2024-12-31 15098 15098 Petrus Securities LP P 2023-12-31 2024-12-31 68445 68445 Petrus Special Situations Fund LP P 2024-01-01 2024-12-31 2810 2810 Petrus Special Situations Fund LP P 2023-12-31 2024-12-31 69300 69300 Petrus Ventures Funds LP P 2023-12-31 2024-12-31 22 22 Petrus Yield Opportunity Fund LP P 2024-01-01 2024-12-31 2864 2864 Petrus Yield Opportunity Fund LP P 2023-12-31 2024-12-31 7182 7182 165528 8421 0 8421 0 8421 1800 0 4000 0 5800 X 0 2621 0 0 0 0 0 0 0 0 0 0 0 1 TX 1 0 0 0 0 1 N/A Jeremy Fowler 9725351900 3000 Turtle Creek Blvd Dallas TX 75219 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Karl Rathjen 3000 Turtle Creek Blvd Dallas TX 75219 President 3.00 0 0 0 Carolyn Rathjen 3000 Turtle Creek Blvd Dallas TX 75219 Vice President 3.00 0 0 0 Kallie S Myers 3000 Turtle Creek Blvd Dallas TX 75219 Secretary 3.00 0 0 0 Jeremy Fowler 3000 Turtle Creek Blvd Dallas TX 75219 Treasurer 3.00 0 0 0 NONE 0 NONE 0 0 11162633 73972 0 11236605 0 0 11236605 168549 11068056 553403 553403 8421 8421 544982 0 544982 0 544982 250000 0 250000 544982 107565 0 0 250000 107565 0 0 142435 0 0 0 0 0 0 0 0 402547 0 0 0 Carolyn Rathjen 3000 Turtle Creek Blvd Dallas TX 75219 9725351900 Please contact the named person above for details Please contact the named person above for details Please contact the named person above for details The Goodness Web Foundation PO Box 5061 Wayland MA 01778 PC The Goodness Web connects a diverse community of result-oriented donors and partners who pool their resources and expertise to accelerate the most promising mental health initiatives to improve lives. 250000 250000 0 14 485977 14 10175 18 165528 0 661680 0 661680 0 0 0 0 0 0 0 0 0 0 X X 1 Carolyn Karl Rathjen 3924 Shenandoah St Dallas TX 75205 4575747 X PEPI Capital, L.P. 0 164337 172388 Petrus Asset Allocation Fund, L.P. 0 121467 138766 Petrus Fund, L.P. 0 851220 872449 Petrus Quantitative Strategies Fund, L.P. 0 432714 389013 Petrus Securities, L.P. 0 2420706 2715783 Petrus Short Term Fund, LP 10628427 10198357 10214847 Petrus Special Situations Fund, L.P. 0 652997 669652 Petrus Venture Fund, L.P. 0 15861 18312 Petrus Yield Opportunity Fund, L.P. 0 706271 627253 Nondeductible Expenses 29990 0 0 Federal Income Tax 2748 0 0 Other Expenses 27785 27785 0 PEPI Capital LP -3591 -3591 -3591 Petrus Fund LP -6478 -6478 -6478 Petrus Quantitative Strategies Fund LP -20103 -20103 -20103 Petrus Special Situations Fund LP -4028 -4028 -4028 Petrus Ventures Funds LP -443 -443 -443 Petrus Yield Opportunity Fund LP 17249 17249 17249 Petrus Short Term Fund LP - Tax Exempt Interest 27207 0 27207 Petrus Asset Allocation Fund LP - Tax Exempt Interest 6 0 6 Petrus Fund LP - Tax Exempt Interest 9 0 9 Petrus Quantitative Strategies Fund LP - Tax Exempt Interest 27 0 27 Petrus Securities LP - Tax Exempt Interest 55 0 55 Petrus Special Situations Fund LP - Tax Exempt Interest 48 0 48 Petrus Yield Opportunity Fund LP - Tax Exempt Interest 217 0 217 Foreign Taxes Paid 304 304 0 State Income Tax 174 174 0