2026-06-30T13:38:10-07:00 2025-12-31 261814581 Donald W Shierry CPA PC PO Box 4866 Wichita Falls TX 76308 990PF 2025-01-01 756050023 Bertha Foundation BERT 9405491400 PO Box 1110 Graham TX 76450 Donald Shierry Treasurer 2026-06-30 true Donald W Shierry P00031769 9406919440 2025 2025-03-06 01:10:19Z X 9272775 X 200 X 598 598 598 188906 188906 188906 218262 762231 218262 218262 407966 407766 407766 5124 2562 2562 2562 54098 27049 27049 27049 5958 2954 2954 179 179 179 65359 32744 32744 29611 394341 394341 459700 32744 32744 423952 -51734 375022 375022 206756 105008 105011 106762 106762 102152 1701988 1934963 7287555 1082 1082 1082 1082 2115263 1932302 1776975 4131851 4080117 9272775 0 X 4131851 4080117 4131851 4080117 4131851 4080117 4131851 -51734 4080117 4080117 500 Mercury General Corp P 2025-03-05 2020-03-18 27771 22956 4815 4815 1040 Seritage Growth PPTYS Cl A P 2025-03-05 1903-12-30 3646 37371 -33725 -33725 259 Berkshire Hathaway Inc Com P 2025-05-01 1903-12-30 137940 43265 94675 94675 55 Berkshire Hathaway Inc Com P 2025-05-12 1903-12-30 28285 6013 22272 22272 175 Affiliated Managers Group Inc Com P 2025-08-11 2019-07-16 37345 15643 21702 21702 680 Haleon Plc Spon Ads P 2025-08-11 1903-12-30 6476 3742 2734 2734 250 Post Hldgs Inc Com P 2025-08-11 1903-12-30 26778 15322 11456 11456 448 Tripadvisor Inc Com P 2025-08-11 2020-03-27 8051 8509 -458 -458 204 Tripadvisor Inc Com P 2025-08-11 2020-03-31 3666 3684 -18 -18 GCI Liberty Inc Com Ser C (Frx Share) P 2025-08-01 2025-07-15 21 3 18 18 600 Johnson & Johnson Com P 2025-10-21 2010-07-28 115644 34358 81286 81286 1200 Unilever Plc Spon Adr New P 2025-10-21 2010-07-29 75608 35888 39720 39720 7087.564 FPA New Income P 2025-12-08 2008-05-02 71514 77892 -6378 -6378 17689.443 FPA New Income P 2025-12-08 2009-05-28 178486 194761 -16275 -16275 4047.384 FPA New Income P 2025-12-17 2009-05-28 41000 44562 -3562 -3562 218262 218262 5213 5213 5213 3104 3104 2109 0 false false false false false false false true true TX true false false false false true N/A Donald Shierry 9406919440 PO Box 4866 Wichita Falls TX 76308 false false false false false false false false false false false false false false false false false false false false false false Melissa York PO Box 1110 Graham TX 76450 President 0.00 0 Vicki Mills PO Box 1110 Graham TX 76450 Secretary 0.00 0 Blake Estess PO Box 1110 Graham TX 76450 Vice President 0.00 0 Sandra Estess PO Box 1110 Graham TX 76450 Director 0.00 0 Donald Shierry PO Box 4866 Wichita Falls TX 76308 Treasurer 0.00 0 NONE NONE North Texas Area Community Foundation. To provide funds that will support various charitable endeavors and projects in and around Graham, Texas serving the entire community of residents and visitors. 380000 Old Post Office Museum & Art Center. To provide funds for the operating expenses associated with the RK Exhibit. 7500 Graham Regional Medical Center. To provide funds for the operating expenses associated with hosting the Health Fair. 3500 Graham Concert Association. To provide funds for the operating expenses associated with the concert series. 2000 8591336 172541 1082 8764959 0 8764959 131474 8633485 431674 431674 5213 5213 426461 426461 426461 423952 423952 426461 392583 423952 392583 0 31369 395092 Bertha Foundation PO Box 1110 Graham TX 76450 9405491400 Apply in writing. Include contact name, address and telephone number, and nature of request. None Consideration given only to tax exempt organizations located in or benefiting organizations located in Young County Texas. Graham Concert Assn PO Box 1300 Graham TX 76450 N/A PC Provide funds for operating expenses. 2000 Graham Regional Medical Center 1301 Montgomery Rd Graham TX 76450 N/A GOV Provide funds for the Health Fair. 3500 North Texas Community Foundation 777 Main St Ste 2850 Fort Worth TX 76102 N/A PC Provide funds in support of various charitable endeavors and projects in and around Graham, TX. 380000 City of Graham 910 Cherry Street Graham TX 76450 N/A GOV Provide funds for operating expenses associated with the Graham Library. 1041 Old Post Office Museum Art Center 510 3rd Street Graham TX 76450 N/A PC Provided funds for the RK Exhibit. 7500 Keep Graham Beautiful PO Box 1449 Graham TX 76450 N/A GOV Operating expenses. 300 394341 14 598 14 188906 18 218262 407766 407766 false false false false false false false false false false QBO Software 534 267 267 267 Tax Preparation 4590 2295 2295 2295 7,680 Exxon Mobil Corp (SN) 110791 924211 1,500 Johnson & Johnson (SN) 30116 310425 1,800 Pepsico, Inc. (SN) 32917 258336 2,000 Colgate Palmolive Co (SN) 14236 158040 1,000 AT&T Inc (SN) 18485 24840 168 White Mountains Insurance Group (FI) 88488 349109 460 Clorox Co Del (FI) 30616 46382 1200 Coca Cola Co (FI) 32648 83892 237 Fairfax Financial Hldgs Ltd (FI) 101585 452282 400 Graham Holdings Co Com (FI) 172968 439440 2,324 Lilly Eli & Company (SN) 82372 2497556 1,100 Conagra Foods Inc (SN) 19352 19041 695 Berkshire Hathaway (FI) 53919 349342 1000 Colgate-Palmolive Co (FI) 39119 79020 288 Liberty Broadband Corp Com SerC (FI) 4211 13997 134 Cable One Inc Com (FI) 24319 15122 366 Lamb Weston Hldgs Inc (SN) 5689 15332 875 Loews Corp (FI) 32070 92146 925 Koninklijke Vopak N.V. (FI) 43277 41152 31,820 Bollore Se ISIN (FI) 173024 179156 1296 Hal Trust Units NPV ISIN (FI) 180962 215223 645 Mohawk Industries Com (FI) 65760 70499 5280 Spin Master Corp Cub VTG NPV (FI) 75792 73379 241 Warner Bros Discovery Inc (SN) 5768 6946 1115 CNX Res Corp (FI) 22310 40999 850 Johnson Outdoors Inc (FI) 54672 36083 1255 Molson Coors Beverage (FI) 66559 58583 670 Nestle Adr (FI) 57494 66183 900 Sunrise Communications (FI) 31383 48335 4500 Liberty Global Ltd A (FI) 41252 50130 3100 Heartland Express Inc (FI) 24792 27993 2340 IAC Inc Com (FI) 82298 91494 475 Ingles Markets Inc (FI) 32053 32561 17 Seaboard Corp Del Com (FI) 44956 75562 1203 GCI Liberty Inc Ser C (FI) 38710 44764 106762 102152 Machinery and Equipment 1082 1082 1082 171624.13 Fidelity Government Res (FI) AT COST 171624 171624 159261.020 FPA New Inc Fund Cl A (SN) AT COST 1760678 1605351 Bank Fee 179 179 179 Investment Management Fees 54098 27049 27049 27049 Federal Income Tax 3004 Foreign Taxes 2954 2954 2954