2026-08-13T09:51:33-05:00 2026-03-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990 2025-04-01 750575065 SOUTHWESTERN EXPOSITION AND LIVESTOCK SHOW SOUT 8178772400 PO BOX 150 FORT WORTH TX 76101 MATTHEW R CARTER PRESIDENT/GENERAL MANAGER 8178772400 2026-08-12 1 EMILY LANDRY P01614538 8172599100 2025 2025-03-06 01:10:19Z FORT WORTH STOCK SHOW & RODEO MATTHEW R CARTER PO BOX 150 FORT WORTH TX 76101 37879506 0 X WWW.FWSSR.COM X 1948 TX SEE SCHEDULE O.THE CORPORATION IS ORGANIZED AND IS TO BE OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES. THE CORPORATION IS ORGANIZED TO HOLD AGRICULTURAL FAIRS AND ENCOURAGE AGRICULTURAL PURSUITS. PARTICULARLY, THE CORPORATION IS ORGANIZED AND OPERATED TO ENCOURAGE AND PROMOTE THE BREEDING, RAISING AND MARKETING OF BETTER CATTLE, SWINE, SHEEP, HORSES, MULES, POULTRY AND OTHER LIVESTOCK AND FARM PRODUCTS BY THE EXHIBITION OF SAID STOCK AND FARM PRODUCTS AT PUBLIC FAIRS, AND MAY PROMOTE AND MAINTAIN RESEARCH AND EDUCATIONAL ENDEAVORS IN CONNECTION WITH THE LIVESTOCK INDUSTRY. THE CORPORATION IS ADDITIONALLY FORMED TO ENCOURAGE, INSTRUCT, AND PROMOTE THE EDUCATION OF YOUTHS IN FORT WORTH, TARRANT COUNTY, TEXAS, AND ITS SURROUNDING AREAS. 149 139 792 1800 78000 32970 7548099 8057248 24454002 23961560 1694096 2766067 266424 195253 33962621 34980128 1928900 2967317 0 0 7517045 8048309 0 0 0 39111097 21020743 48557042 32036369 -14594421 2943759 58906892 62786589 31124174 30525938 27782718 32260651 X THE CORPORATION IS ORGANIZED AND IS TO BE OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES. THE CORPORATION IS ORGANIZED TO HOLD AGRICULTURAL FAIRS AND ENCOURAGE AGRICULTURAL PURSUITS. PARTICULARLY, THE CORPORATION IS ORGANIZED AND OPERATED TO ENCOURAGE AND PROMOTE THE BREEDING, RAISING AND MARKETING OF BETTER CATTLE, SWINE, SHEEP, HORSES, MULES, POULTRY AND OTHER LIVESTOCK AND FARM PRODUCTS BY THE EXHIBITION OF SAID STOCK AND FARM PRODUCTS AT PUBLIC FAIRS, AND MAY PROMOTE AND MAINTAIN RESEARCH AND EDUCATIONAL ENDEAVORS IN CONNECTION WITH THE LIVESTOCK INDUSTRY. THE CORPORATION IS ADDITIONALLY FORMED TO ENCOURAGE, INSTRUCT, AND PROMOTE THE EDUCATION OF YOUTHS IN FORT WORTH, TARRANT COUNTY, TEXAS, AND ITS SURROUNDING AREAS. 0 0 27104279 290102 23852382 FOR PURPOSES OF STIMULATING INTEREST AND PARTICIPATION IN THE PRODUCTION, CARE AND WELFARE OF LIVESTOCK THE CORPORATION FACILITATES VARIOUS EXHIBITIONS AND COMPETITIONS FEATURING SAID ANIMALS. LIVESTOCK RAISED FOR FOOD PRODUCTION ARE EVALUATED ON THEIR GENETIC AND PHENOTYPIC POTENTIAL TO PRODUCE AFFORDABLE, NUTRITIOUS AND SAFE MEAT PROTEIN AND DAIRY PRODUCTS. EQUINE COMPETITIONS TEST THE SKILLS OF EQUINE AND EQUESTRIAN PARTNERS IN PERFORMANCE COMPETITIONS WHILE OTHER CONTESTS EVALUATE EQUINE PEERS BASED ON AGE, SEX AND BREED FOR DESIRABLE CHARACTERISTICS RELATED TO PHYSICAL CONFORMATION. CONTESTS AND COMPETITIONS FOR YOUTH TEST AN INDIVIDUAL OR A TEAM ON KNOWLEDGE OF A SPECIFIC SUBJECT (E.G. CARCASS AND RETAIL MEAT CUT EVALUATION, LIVE ANIMAL EVALUATION, BEEF CATTLE PRODUCTION OR EQUINE MANAGEMENT PRACTICES). ADDITIONAL YOUTH CONTESTS INCLUDE SHOOTING SPORTS, AGRICULTURAL ROBOTICS, AGRICULTURAL MECHANICS (FARM AND RANCH EQUIPMENT), HORTICULTURE AND RANGELAND PLANT IDENTIFICATION TO NAME A FEW. FINALLY, OUR INDUSTRY'S WESTERN HERITAGE IS CELEBRATED DURING 25 PERFORMANCES OF WORLD-CLASS RODEO IN DICKIES ARENA. SPECIALTY RODEOS CELEBRATE LOCAL HERITAGE (E.G. HISPANIC AND AFRICAN AMERICAN CULTURE) WHILE OTHER PERFORMANCES FEATURE THE NATION'S MOST ELITE MALE AND FEMALE ATHLETES IN PROFESSIONAL RODEO THAT COMPETE FOR EQUAL PURSES IN ALL OF THE TRADITIONAL RODEO EVENTS. 1741682 1741682 THE CORPORATION COLLABORATES WITH THE CITY OF FORT WORTH, TEXAS TO MAINTAIN AND ENHANCE THE CITY-OWNED WILL ROGERS MEMORIAL CENTER (WRMC). THE CORPORATION LEASES WRMC FOR PURPOSES HOSTING THE LIVESTOCK EXHIBITION AND OTHER VARIOUS EVENTS AND COMPETITIONS HELD DURING THE ANNUAL FORT WORTH STOCK SHOW & RODEO. TO MAINTAIN WRMC'S LONG-TERM VIABILITY, THE ORGANIZATION PROVIDES BOTH FINANCIAL AND PROJECT MANAGEMENT SUPPORT FOR VARIOUS RENOVATIONS AND EXPANSIONS. IN LINE WITH THE CORPORATION'S MISSION, SUCH SUPPORT ENSURES WRMC REMAINS A WORLD-CLASS FACILITY FOR NOT ONLY THE FORT WORTH STOCK SHOW & RODEO'S NEEDS, BUT THE NUMEROUS OTHER EQUESTRIAN ORGANIZATIONS AND OTHER PUBLIC EVENTS HELD THERE THROUGHOUT THE BALANCE OF THE YEAR. THIS ASSISTANCE ALSO ENSURES WRMC CONTINUES TO SERVE THE NEEDS OF THE CITIZENS OF FORT WORTH BY PRESERVING ITS ECONOMIC IMPACT AS A MAJOR INCOME PRODUCING ASSET FOR THE CITY. ALL PERMANENT IMPROVEMENTS MADE TO WRMC BY THE CORPORATION ARE TO THE BENEFIT OF, AND TRANSFERRED TO, THE CITY OF FORT WORTH. SINCE MOVING TO WRMC IN 1944, THE CORPORATION HAS MADE AND TRANSFERRED TO THE CITY IN EXCESS OF $89.292 MILLION IN INFLATION-ADJUSTED DOLLARS. 935533 935533 AS THE POPULATION BECOMES MORE URBAN, THE ORGANIZATION'S AGRICULTURAL EDUCATION MISSION BECOMES INCREASINGLY IMPORTANT. FORT WORTH STOCK SHOW & RODEO PARTNERS ARE EXPOSED TO VARIOUS EVENTS, ACTIVITIES AND EXHIBITS THAT ENLIGHTEN THEM ON THE IMPORTANT ROLE THE AGRICULTURE INDUSTRY SERVES IN MEETING THE NUTRITIONAL NEEDS OF THE NATION'S GROWING POPULATION. FURTHER, PROVIDING OPPORTUNITIES FOR YOUTH TO EXPLORE AND DISCOVER POTENTIAL CAREER OPPORTUNITIES IN AGRICULTURE IS PRIMARY OBJECTIVE TO WHICH THE ORGANIZATION DEVOTES SIGNIFICANT EFFORT AND RESOURCES. IN ADDITION TO YOUTH LIVESTOCK EXHIBITIONS, THE ORGANIZATION FACILITATES NUMEROUS CONTESTS AND COMPETITIONS THAT REQUIRE THEM TO HONE THEIR KNOWLEDGE AND SKILLS IN FIELDS SUCH AS ROBOTICS, WILDLIFE HABITAT CONSERVATION, HORTICULTURE, MEAT QUALITY EVALUATION AS WELL AS CULINARY AND FOOD SAFETY SKILLS TO NAME A FEW. SCHOLARSHIP AWARDS ADMINISTERED BY THE ORGANIZATION EXCEEDED $.876 MILLION IN FISCAL YEAR 2026. AUCTION RECEIPTS FOR YOUTH LIVESTOCK ENTRIES THAT EXCELLED IN THE ORGANIZATION'S VARIOUS EXHIBITIONS ARE ALSO USED BY YOUNG AGRARIANS TO FURTHER THEIR EDUCATIONAL AND AGRICULTURAL PURSUITS. IN ADDITION TO THE ABOVE-MENTIONED EFFORTS, THE ORGANIZATION SUPPORTS OTHER INSTITUTIONS AND YOUTH SCHOLARSHIP PROGRAMS THAT SHARE ITS MISSION AND VALUES. 29781494 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 793 19 1 792 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 149 139 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MATTHEW R CARTER 8178772400 3400 BURNETT TANDY DRIVE FORT WORTH TX 76107 PHILIP C WILLIAMSON CHAIRMAN OF THE BOARD 0.50 X X 0 0 0 EDWARD P BASS CHAIRMAN EMERITUS 0.50 1.00 X X 0 0 0 BRADFORD S BARNES PRESIDENT EMERITUS - PARTIAL YEAR 40.00 0.50 X X 396667 0 19764 CHARLIE GEREN VICE PRESIDENT 0.50 X X 0 0 0 SCOTT KLEBERG VICE PRESIDENT 0.50 X X 0 0 0 ELAINE B AGATHER SECRETARY 0.50 X X 0 0 0 RANDY RODGERS TREASURER 0.50 X X 0 0 0 MATTHEW CARTER PRESIDENT/GENERAL MANAGER 40.00 1.00 X X 489390 0 22188 LORENE AGATHER DIRECTOR 0.50 X 0 0 0 WILLIAM C ANDERSON DIRECTOR 0.50 X 0 0 0 LARRY ANFIN DIRECTOR 0.50 X 0 0 0 DAVE APPLETON DIRECTOR 0.50 X 0 0 0 J T AUGHINBAUGH DIRECTOR 0.50 X 0 0 0 T ROSS BAILEY DIRECTOR 0.50 X 0 0 0 GLENN BECK DIRECTOR 0.50 X 0 0 0 MIKE BERRY DIRECTOR 0.50 X 0 0 0 BECKY RENFRO BORBOLLA DIRECTOR 0.50 X 0 0 0 MICHAEL D BORNITZ DIRECTOR 0.50 X 0 0 0 JOHN P BOSWELL DIRECTOR 0.50 X 0 0 0 LOWELL BOSWELL DIRECTOR 0.50 X 0 0 0 VON R BOX DIRECTOR 0.50 X 550 0 0 MADELON L BRADSHAW DIRECTOR 0.50 X 0 0 0 JOE BRHLIK DIRECTOR 0.50 X 400 0 0 DANNIE J BRUCE JR DIRECTOR 0.50 X 3215 0 0 JON BRUMLEY DIRECTOR 0.50 X 0 0 0 JONNY BRUMLEY DIRECTOR 0.50 X 0 0 0 KATHLEEN CARTER DIRECTOR 0.50 X 0 0 0 LANCE CARTER DIRECTOR 0.50 X 0 0 0 DOUG CASSIDY DIRECTOR 0.50 X 0 0 0 JASON M CHARBONNET DIRECTOR 0.50 X 0 0 0 JEFFREY H CONNER DIRECTOR 0.50 X 0 0 0 KACEY CORNELIUS DIRECTOR 0.50 X 1150 0 0 ALLEN CRUMLEY DIRECTOR 0.50 X 1150 0 0 TODD DAVENPORT DIRECTOR 0.50 X 0 0 0 ROY J EATON DIRECTOR 0.50 X 0 0 0 REBECCA CLEGG EMERGY DIRECTOR 0.50 X 0 0 0 JAY EWING DIRECTOR 0.50 X 150 0 0 CHRIS FARLEY DIRECTOR 0.50 X 0 0 0 CAROL FAULKENBERRY DIRECTOR 0.50 X 350 0 0 TOM FELLER DIRECTOR 0.50 X 0 0 0 ROB FELTON DIRECTOR 0.50 X 0 0 0 JOHN MICHAEL FIERER DIRECTOR 0.50 X 0 0 0 TED FORD DIRECTOR 0.50 X 150 0 0 WILSON D FRANKLIN DIRECTOR 0.50 X 0 0 0 DAVID GALLAGHER DIRECTOR 0.50 X 0 0 0 MAT GALLITON DIRECTOR 0.50 X 2555 0 0 GILBERT GAMEZ III DIRECTOR 0.50 X 1150 0 0 JOHN T GAVIN DIRECTOR 0.50 X 0 0 0 CLAY GILMER DIRECTOR 0.50 X 0 0 0 TREY GORDON DIRECTOR 0.50 X 0 0 0 GEORGE H GRANT DIRECTOR 0.50 X 500 0 0 GARY GRIFFIN DIRECTOR 0.50 X 0 0 0 MICHELE HAHNFELD DIRECTOR 0.50 X 0 0 0 PAT HAMILTON DIRECTOR 0.50 X 500 0 0 CHRIS HARRISON DIRECTOR 0.50 X 0 0 0 MICHAEL B HARRISON DIRECTOR 0.50 X 400 0 0 DEBRA JOHNSON HEAD DIRECTOR 0.50 X 0 0 0 DARREN HENKEN DIRECTOR 0.50 X 6500 0 0 JOHN J HERNANDEZ DIRECTOR 0.50 X 0 0 0 ROBERT HEROD DIRECTOR 0.50 X 3740 0 0 HUNTER JOHNSON DIRECTOR 0.50 X 0 0 0 J D JOHNSON DIRECTOR 0.50 X 0 0 0 KATE JOHNSON DIRECTOR 0.50 X 0 0 0 KIMBERLY JOHNSON DIRECTOR 0.50 X 0 0 0 ROLAND K JOHNSON DIRECTOR 0.50 X 350 0 0 SHERMAN JONES DIRECTOR 0.50 X 1150 0 0 DEE KELLY JR DIRECTOR 0.50 0.10 X 0 0 0 J BRYAN KING DIRECTOR 0.50 X 0 0 0 MASON KING DIRECTOR 0.50 X 0 0 0 MARK LANSFORD DIRECTOR 0.50 X 300 0 0 R MIKE LANSFORD DIRECTOR 0.50 X 300 0 0 CHAD LEE DIRECTOR 0.50 X 0 0 0 JASON LESIKAR DIRECTOR 0.50 X 400 0 0 JOHN L LEWIS DIRECTOR 0.50 X 500 0 0 BRYAN LILES DIRECTOR 0.50 X 200 0 0 RAYMOND P LOPEZ DIRECTOR 0.50 X 240 0 0 MARY RALPH LOWE DIRECTOR 0.50 X 0 0 0 BRIAN E LUIG DIRECTOR 0.50 X 0 0 0 STEPHEN LUSKEY DIRECTOR 0.50 X 200 0 0 KELLY LYNCH DIRECTOR 0.50 X 920 0 0 KENT LYNCH DIRECTOR 0.50 X 1580 0 0 LOUIS E MARTIN III DIRECTOR 0.50 X 0 0 0 GAVIN MASSINGILL DIRECTOR 0.50 X 500 0 0 WARREN E MAYBERRY DIRECTOR 0.50 X 400 0 0 JULIE PORTER MAYFIELD DIRECTOR 0.50 X 144 0 0 DAVID MCDAVID DIRECTOR 0.50 X 0 0 0 BAILEY MCGUIRE DIRECTOR 0.50 X 450 0 0 CLAYTON E MELTON DIRECTOR 0.50 X 0 0 0 JOHN MENZIES DIRECTOR 0.50 X 300 0 0 ROBERT H MERRILL DIRECTOR 0.50 X 0 0 0 MARY BETH MILLETT DIRECTOR 0.50 X 735 0 0 PAM MINICK DIRECTOR 0.50 X 0 0 0 KIT MONCRIEF DIRECTOR 0.50 X 0 0 0 MIKE MONCRIEF DIRECTOR 0.50 X 0 0 0 WM DAVID MOORE DIRECTOR 0.50 X 0 0 0 JAMIE MORGAN DIRECTOR 0.50 X 0 0 0 J TYLER MORRIS DIRECTOR 0.50 X 0 0 0 GREG MORSE DIRECTOR 0.50 X 0 0 0 PAXTON MOTHERAL DIRECTOR 0.50 X 1150 0 0 STORMY MULLINS DIRECTOR 0.50 X 8600 0 0 FLN NEVE DIRECTOR 0.50 X 0 0 0 R BLAIR NORMAN DIRECTOR 0.50 X 0 0 0 PHILIP E NORWOOD DIRECTOR 0.50 X 0 0 0 MARK NURDIN DIRECTOR 0.50 X 0 0 0 J C PACE III DIRECTOR 0.50 X 0 0 0 ROBERT L PATTON DIRECTOR 0.50 X 0 0 0 HOWARD PENA DIRECTOR 0.50 X 0 0 0 ROSS PEROT JR DIRECTOR 0.50 X 0 0 0 GERALD H PERRY DIRECTOR 0.50 X 0 0 0 G MARTIN PHILLIPS DIRECTOR 0.50 X 0 0 0 BILL POTEET III DIRECTOR 0.50 X 0 0 0 KATHY PRESBAUGH DIRECTOR 0.50 X 204 0 0 TRENT PRIM DIRECTOR 0.50 X 1150 0 0 SCOTT PRINCE DIRECTOR 0.50 X 0 0 0 CHRIS QUINN DIRECTOR 0.50 X 0 0 0 F D QUINN III DIRECTOR 0.50 X 250 0 0 WILLIAM D RATLIFF IV DIRECTOR 0.50 X 0 0 0 HAL RAY DIRECTOR 0.50 X 0 0 0 THOMAS B REYNOLDS DIRECTOR 0.50 X 0 0 0 JAKE RICHTER DIRECTOR 0.50 X 0 0 0 MARTIN RICHTER DIRECTOR 0.50 X 1150 0 0 KELLY RILEY DIRECTOR 0.50 X 250 0 0 GORDON H ROBERTS DIRECTOR 0.50 X 0 0 0 CRAWFORD RODGERS DIRECTOR 0.50 X 0 0 0 GARY ROSENBUSCH DIRECTOR 0.50 X 1400 0 0 ROZANNE ROSENTHAL DIRECTOR 0.50 X 0 0 0 CHARLIE ROYER III DIRECTOR 0.50 0.20 X 1150 0 0 EDDIE SANDOVAL III DIRECTOR 0.50 X 400 0 0 MIKE SANDS DIRECTOR 0.50 X 250 0 0 THOMAS B SAUNDERS V DIRECTOR 0.50 X 0 0 0 PHILIP L SCHUTTS DIRECTOR 0.50 X 500 0 0 DEMAR SCIUTO DIRECTOR 0.50 X 200 0 0 JANET SETTLE DIRECTOR 0.50 X 1925 0 0 MORRIS L SHEATS II DIRECTOR 0.50 X 50 0 0 MARY MARGARET STERLING DIRECTOR 0.50 X 0 0 0 CB TEAM IV DIRECTOR 0.50 X 300 0 0 KELLY THOMPSON DIRECTOR 0.50 X 0 0 0 KELSEY THOMPSON DIRECTOR 0.50 X 0 0 0 THEO THOMPSON DIRECTOR 0.50 X 1150 0 0 TODD TIPPETT DIRECTOR 0.50 X 400 0 0 RANDY UPSHAW DIRECTOR 0.50 X 500 0 0 ROSARIO VILLALPANDO DIRECTOR 0.50 X 0 0 0 ADAM J WALDECK DIRECTOR 0.50 X 0 0 0 MICHAEL D WARNER DIRECTOR 0.50 X 0 0 0 RANDY WATSON DIRECTOR 0.50 X 0 0 0 BRAD WHARTON DIRECTOR 0.50 X 0 0 0 CAREY W WILLIAMS DIRECTOR 0.50 X 0 0 0 J R WILLIAMS III DIRECTOR 0.50 X 0 0 0 RODNEY WOODSON DIRECTOR 0.50 X 0 0 0 BRANDON WOODWARD DIRECTOR 0.50 X 400 0 0 ROSE ALVAREZ DEPARTMENT MANAGER 40.00 X 163704 0 16585 DAVID BROCKMAN DEPARTMENT MANAGER 40.00 X 161420 0 16527 KIMBERLY DEWOODY FINANCE DIRECTOR - PARTIAL YEAR 40.00 0.50 X 248420 0 16428 LAUREN MURRAY DEPARTMENT MANAGER 40.00 X 185970 0 16625 JESSICA BIRGE DEPARTMENT MANAGER 40.00 X 156678 0 16580 STEFAN MARCHMAN DEPARTMENT MANAGER 40.00 X 153800 0 12082 AMELIA ROGERS MYERS ART DIRECTOR 40.00 X 111159 0 11761 ASHLEY DAVIS DEPARTMENT MANAGER 40.00 X 115868 0 11847 KAREN MAYNARD ACCOUNTING ASSISTANT 40.00 0.50 X 125450 0 16268 DOUGLAS WHITE DEPARTMENT MANAGER 40.00 X 149528 0 16445 2510562 0 193100 12 0 1 0 WASTE CONNECTIONS LONE STAR INC PO BOX 162479 FORT WORTH TX 76161 TRASH DISPOSAL AND HAUL OFF SERVICES 262125 LONE STAR ELECTRIC 2320 CULLEN ST FORT WORTH TX 76107 ELECTRICAL CONTRACTOR 256733 WESTSIDER MEDIA PO BOX 1629 ALEDO TX 76008 PUBLIC RELATIONS 220115 REAL SCREEN VIDEO 4801 SOUTH BULLARD CHAPEL RD TISHOMINGO OK 73460 PUBLIC RELATIONS 146000 PACESETTER PERSONNEL SERVICE PO BOX 2324 HOUSTON TX 77252 TEMPORARY PERSONNEL 142379 6 28750 40000 7988498 8057248 RODEO & LIVESTOCK SHOW 711210 23821530 23743530 78000 OTHER PROGRAM INCOME 711210 115318 115318 LIVESTOCK SALES 110000 24712 24712 23961560 1094699 1094699 4232971 2561603 1671368 1671368 1671368 212291 28750 83303 128988 128988 278940 181497 97443 97443 41797 72975 -31178 -31178 34980128 23852382 78000 2992498 2090422 2090422 876895 876895 2726505 2313662 412843 4121793 3497678 624115 489038 414989 74049 239068 202869 36199 471905 400450 71455 13131 13131 89721 89721 196151 196151 161898 59046 102852 467591 467591 168690 78657 90033 122464 122464 898560 731896 166664 71457 13709 57748 130171 104142 26029 271745 217396 54349 STOCK SHOW AND RODEO 18128965 18128965 FINANCE CHARGES 163394 46322 117072 CALF SCRAMBLE EXPENSE 136805 136805 32036369 29781494 2254875 0 73736 139124 8843 14636 2113897 1487060 57040 113981 3624178 2752659 951861 871519 48110348 52692536 321219 276117 3194341 3142115 4075607 4049501 58906892 62786589 95010 143489 27763473 27171444 54686 57278 3211005 3153727 31124174 30525938 X 22735654 26660015 5047064 5600636 27782718 32260651 58906892 62786589 X 2943759 1222934 311240 X X 0 1 X 1 0 X 6717297 6401668 7129207 7548099 8057248 35853519 18502878 22057971 21348172 24413435 23925357 110247813 25220175 28459639 28477379 31961534 31982605 146101332 0 0 0 146101332 406529 649091 925410 1041268 1094699 4116997 406529 649091 925410 1041268 1094699 4116997 100040 122500 78000 300540 25626704 29108730 29502829 33125302 33155304 150518869 0.97070 0.96940 0.02740 0.02840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 931702 440007 491695 2467281 2098846 368435 225195 213806 11389 871519 FWISD PARKING RECEIVABLE 87178 DEFINED BENEFIT PLAN 3884323 CITY OF FORT WORTH WRMC RENOVATIONS 78000 4049501 LONG TERM PORTION OF RENT 3153727 3153727 X 36546143 1222934 384215 1607149 34938994 196151 -155017 41134 34980128 32068210 72975 72975 31995235 196151 -155017 41134 32036369 PART X, LINE 2: THE STOCK SHOW IS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"), AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. THEREFORE, NO PROVISION FOR FEDERAL INCOME TAXES IS MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. TAX POSITIONS ARE EVALUATED IN A TWO-STEP PROCESS. THE STOCK SHOW FIRST DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION. IF A TAX POSITION MEETS THE MORE LIKELY THAN NOT THRESHOLD, IT IS THEN MEASURED TO DETERMINE THE AMOUNT OF EXPENSE TO RECORD IN THE FINANCIAL STATEMENTS. THE TAX POSITION IS MEASURED AS THE LARGEST AMOUNT OF EXPENSE THAT IS GREATER THAN 50 PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. THE STOCK SHOW CLASSIFIES ANY POTENTIAL ACCRUED INTEREST RECOGNIZED ON AN UNDERPAYMENT OF INCOME TAXES AND ANY STATUTORY PENALTIES RECOGNIZED ON A TAX POSITION TAKEN AS OTHER NON-INTEREST EXPENSE. THE STOCK SHOW DID NOT INCUR ANY PENALTIES OR INTEREST DURING THE YEARS ENDED MARCH 31, 2026 AND 2025. MANAGEMENT OF THE STOCK SHOW HAS NOT TAKEN A TAX POSITION THAT, IF CHALLENGED, WOULD BE EXPECTED TO HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS AT MARCH 31, 2026 AND 2025. THE STOCK SHOW FILES FORM 990 IN THE FEDERAL JURISDICTION WITHIN THE UNITED STATES. NO TAX RETURNS ARE CURRENTLY UNDER EXAMINATION BY ANY TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: EFFECT OF FASB STATEMENT NO 158: FASB STATEMENT 158 REQUIRES THE STOCK SHOW TO FULLY RECOGNIZE THE CHANGE IN THE FUNDED POSITION (THE DIFFERENCE BETWEEN THE FAIR VALUE OF PLAN ASSETS AND THE BENEFIT OBLIGATION) OF ITS POSTRETIREMENT BENEFIT PLAN IN THE BALANCE SHEET 311,240. COST OF MERCHANDISE SOLD 72,975. PART XI, LINE 4B - OTHER ADJUSTMENTS: RAFFLE EXPENSES -155,017. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF MERCHANDISE SOLD 72,975. PART XII, LINE 4B - OTHER ADJUSTMENTS: RAFFLE EXPENSES -155,017. LIVESTOCK APPRECIATION DAY LUNCHEON 97150 10000 87150 31386 3050 SHOOT FOR SCHOLARSHIPS 75295 3750 71545 1140 17627 3610 5265 1 68596 15000 53596 806 9280 9602 1537 241041 28750 212291 1946 26907 44598 9852 83303 128988 278940 125523 55974 0 278940 125523 55974 181497 97443 TX 1 0 1 0 1.00000 SOUTHWESTERN EXPOSITION AND LIVESTOCK SHOW PO BOX 150 FORT WORTH TX 76101 1 278940 25029 BUMP WORLDWIDE PO BOX 936714 ATLANTA GA 31193 0 1 CAREITY FOUNDATION PO BOX 126038 FORT WORTH TX 76126 061704800 501(C)(3) 48000 0 EDUCATION COOK CHILDRENS MEDICAL CENTER 801 7TH AVE FORT WORTH TX 76104 752051646 501(C)(3) 61100 0 EDUCATION FORT WORTH MUSEUM OF SCIENCE AND HISTORY 1600 GENDY ST FORT WORTH TX 76107 750755335 501(C)(3) 50000 0 EDUCATION JUNIOR LEAGUE OF FORT WORTH 255 BAILEY AVE FORT WORTH TX 76107 756022377 501(C)(3) 19180 0 EDUCATION MUSTANG CHAMPIONS PO BOX 5768 LAGO VISTA TX 78645 881550840 501(C)(3) 103441 0 EDUCATION NATIONAL COWGIRL MUSEUM & HALL OF FAME 1720 GENDY ST FORT WORTH TX 76107 751486136 501(C)(3) 50000 0 EDUCATION NATIONAL MULTICULTURAL WESTERN HERITAGE MUSEUM 2401 SCOTT AVE FORT WORTH TX 76103 752961984 501(C)(3) 10000 0 EDUCATION TARRANT COUNTY BLACK HISTORIC & GENEALOGICAL SOCIETY PO BOX 50483 FORT WORTH TX 76105 751790805 501(C)(3) 7500 0 EDUCATION TEXAS COWBOY HALL OF FAME 2515 RODEO PLZ FORT WORTH TX 76164 300130037 501(C)(3) 5500 0 EDUCATION TEXAS FFA FOUNDATION 614 E 12TH STREET AUSTIN TX 78701 742520515 501(C)(3) 15000 0 EDUCATION 10 4-H SCHOLARSHIPS 40 76500 ART CONTEST SCHOLARSHIPS 35 57500 CALF SCRAMBLE STUDENT AG AWARDS AND SCHOLARSHIPS 290 327000 COMMERCIAL HEIFER SCHOLARSHIPS 19 17500 EQUINE SCHOLARSHIPS 60 115395 FFA SCHOLARSHIPS 45 86500 HEIFER BEEF CHALLENGE SCHOLARSHIPS 21 59000 TEXAS M.A.D.E. 20 62500 VARIOUS SCHOLARSHIPS 69 75000 PART I, LINE 2: FOR ALL SCHOLARSHIPS ISSUED BY THE ORGANIZATION, THE SCHOLARSHIP COMMITTEE REVIEWS THE APPLICANTS AND KEEPS A WRITTEN FILE ON EACH STUDENT. AFTER THE WRITTEN CRITERIA HAS BEEN REVIEWED BY THE COMMITTEE, PROOF OF ELIGIBILITY FROM THE EDUCATIONAL INSTITUTION MUST BE VERIFIED ON BEHALF OF THE STUDENT BEFORE ANY FUNDS ARE DISBURSED. GRANTS TO PUBLIC CHARITIES ARE GENERALLY PROVIDED FOR SPECIFIC PURPOSES ONLY. MANAGEMENT MONITORS THE PROJECTS THROUGH THEIR COMPLETION, BUT GENERALLY DOES NOT REQUIRE ANY FORMAL REPORTING FROM THE RECIPIENT ORGANIZATION. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 MATTHEW CARTER PRESIDENT/GENERAL MANAGER 414390 0 75000 0 0 0 593 0 21595 0 511578 0 0 0 BRADFORD S BARNES PRESIDENT EMERITUS - PARTIAL YEAR 146667 0 250000 0 0 0 13981 0 5783 0 416431 0 0 0 KIMBERLY DEWOODY FINANCE DIRECTOR - PARTIAL YEAR 213420 0 35000 0 0 0 356 0 16072 0 264848 0 0 0 LAUREN MURRAY DEPARTMENT MANAGER 167970 0 18000 0 0 0 553 0 16072 0 202595 0 0 0 ROSE ALVAREZ DEPARTMENT MANAGER 153704 0 10000 0 0 0 513 0 16072 0 180289 0 0 0 DAVID BROCKMAN DEPARTMENT MANAGER 146420 0 15000 0 0 0 455 0 16072 0 177947 0 0 0 JESSICA BIRGE DEPARTMENT MANAGER 141678 0 15000 0 0 0 508 0 16072 0 173258 0 0 0 DOUGLAS WHITE DEPARTMENT MANAGER 134528 0 15000 0 0 0 373 0 16072 0 165973 0 0 0 STEFAN MARCHMAN DEPARTMENT MANAGER 136800 0 17000 0 0 0 469 0 11613 0 165882 0 0 0 PART I, LINE 1A COUNTRY CLUB DUES WERE PAID ON BEHALF OF BRADFORD S. BARNES AND MATTHEW CARTER. THE ORGANIZATION'S BOARD OF DIRECTORS DO NOT RECEIVE ANY COMPENSATION FOR SERVING IN THEIR CAPACITY AS A BOARD MEMBER, BUT CERTAIN BOARD MEMBERS DO RECEIVE COMPENSATION FOR VARIOUS SERVICES THEY PERFORM DURING THE ANNUAL SOUTHWESTERN EXPOSITION AND LIVESTOCK SHOW. CAREY WILLIAMS EXECUTIVE MANAGER OF JAMES WOOD MOTORS OF NTCD. DIRECTOR OF SW EXPO. 285000 NORTH TEXAS CHEVY DEALERS (NTCD) IS A MAJOR SPONSOR OF THE STOCK SHOW THAT PROVIDES SPONSORSHIP REVENUE. 0 PHILIP C WILLIAMSON CONTRACT EMPLOYEE OF WILLIAMSON-DICKIE MANUFACTURING CO. DIRECTOR OF SW EX. 308141 WILLIAMSON-DICKIE MANUFACTURING CO. IS A MAJOR SPONSOR OF THE STOCK SHOW THAT PROVIDES SPONSORSHIP REVENUE. 0 ELAINE AGATHER AND J T AUGHINBAUG BOTH ELAINE AND J. T. ARE EMPLOYED BY JPMORGAN. DIRECTORS OF SW EXPO. 115000 JPMORGAN IS A MAJOR SPONSOR OF THE STOCK SHOW THAT PROVIDES SPONSORSHIP REVENUE. 0 J BRYAN KING AND MASON KING PRINCIPALS OF LUTHER KING CAPITAL MANAGEMENT. DIRECTORS OF SW EXPO. 275052 LUTHER KING CAPITAL MANAGEMENT MANAGES A PORTION OF THE STOCK SHOW INVESTMENTS ON A STANDARD FEE BASIS. 0 JULIE PORTER MAYFIELD EMPLOYED BY AGTRUST FARM CREDIT. DIRECTOR OF SW EXPO. 211568 AGTRUST FARM CREDIT IS A MAJOR SPONSOR OF THE STOCK SHOW THAT PROVIDES SPONSORSHIP REVENUE. 0 MATTHEW CARTER DIRECTOR OF AGTRUST FARM CREDIT AND SW EXPO. 211568 AGTRUST FARM CREDIT IS A MAJOR SPONSOR OF THE STOCK SHOW THAT PROVIDES SPONSORSHIP REVENUE. 0 EDWARD P BASS OWNER OF SUNDANCE SQUARE. DIRECTOR OF SW EXPO. 156000 SUNDANCE SQUARE IS A SPONSOR OF THE STOCK SHOW 0 KACEY CORNELIUS EMPLOYED BY FROST BANK. DIRECTOR OF SW EXPO. 105697 FROST BANK IS A SPONSOR OF THE STOCK SHOW. 0 FORM 990, PART VI, SECTION A, LINE 2 BAILEY MCGUIRE, DEMAR SCIUTO AND DEBRA JOHNSON HEAD HAVE A FAMILY RELATIONSHIP. JOHN P. BOSWELL AND LOWELL BOSWELL HAVE A FAMILY RELATIONSHIP. JON BRUMLEY AND JONNY BRUMLEY HAVE A FAMILY RELATIONSHIP. KATHLEEN CARTER AND LANCE CARTER HAVE A FAMILY RELATIONSHIP. MICHAEL B. HARRISON AND CHRIS HARRISON HAVE A FAMILY RELATIONSHIP. MARY MARGARET RICHTER AND MARTIN RICHTER HAVE A FAMILY RELATIONSHIP. RANDY RODGERS AND CRAWFORD RODGERS HAVE A FAMILY RELATIONSHIP. PHILIP L. SCHUTTS AND SHERMAN JONES HAVE A FAMILY RELATIONSHIP. MARK LANSFORD AND R. MIKE LANSFORD HAVE A FAMILY RELATIONSHIP. WILLIAM C. ANDERSON AND WILLIAM D. RATLIFF IV HAVE A FAMILY RELATIONSHIP. J. BRYAN KING AND MASON KING HAVE A FAMILY RELATIONSHIP. KENT LYNCH AND KELLY LYNCH HAVE A FAMILY RELATIONSHIP. ELAINE B. AGATHER AND LORENE AGATHER HAVE A FAMILY RELATIONSHIP. KIT MONCRIEF AND BRADFORD S. BARNES HAVE A FAMILY RELATIONSHIP. KIT MONCRIEF AND CHARLIE GEREN HAVE A FAMILY RELATIONSHIP. KIT MONCRIEF AND CHARLIE ROYER III HAVE A FAMILY RELATIONSHIP. TRENT PRIM AND BRADFORD S. BARNES HAVE A FAMILY RELATIONSHIP. CHARLIE ROYER AND AMY MYERS HAVE A FAMILY RELATIONSHIP. HUNTER JOHNSON AND KATE JOHNSON HAVE A FAMILY RELATIONSHIP. JOHN P. BOSWELL, CHARLIE GEREN, GREG MORSE, AND DEE KELLY JR. HAVE A BUSINESS RELATIONSHIP. MATTHEW R. CARTER AND EDWARD P. BASS HAVE A BUSINESS RELATIONSHIP. MIKE BERRY AND ROSS PEROT JR. HAVE A BUSINESS RELATIONSHIP. PAXTON MOTHERAL AND CHARLIE GEREN HAVE A BUSINESS RELATIONSHIP. J. BRYAN KING, MASON KING, AND MICHAEL BORNITZ HAVE A BUSINESS RELATIONSHIP. J. BRYAN KING, MASON KING, RANDY RODGERS, SCOTT KLEBERG, AND MICHAEL BORNITZ HAVE A BUSINESS RELATIONSHIP. JAMIE MORGAN AND RANDY WATSON HAVE A BUSINESS RELATIONSHIP. THEO THOMPSON AND GORDON ROBERTS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE CHOSEN BY A MAJORITY VOTE FROM A NOMINATING COMMITTEE AND ELECTED BY A MAJORITY VOTE OF THE MEMBERS. MEMBERS DO NOT RECEIVE ANY COMPENSATION FOR SERVING IN THEIR CAPACITY AS A MEMBER AND NO PART OF THE ORGANIZATION'S EARNINGS OR ASSETS SHALL EVER INURE TO THE BENEFIT OF THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS AT AN ANNUAL MEETING EACH YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS REVIEWED IN DETAIL AND APPROVED BY THE FINANCE AND AUDIT COMMITTEE, AND PRIOR TO IT BEING FILED A COPY IS PROVIDED TO ALL MEMBERS OF THE EXECUTIVE COMMITTEE WHICH CONSTITUTES THE GOVERNING BODY AND HAS BEEN DELEGATED WITH THE PRIMARY POWER OF GOVERNANCE BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE MEETS ONCE A YEAR TO DETERMINE IF ANYONE OR ANY TRANSACTION HAS VIOLATED THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE, IN RECOMMENDING SUCH COMPENSATION, AND THE EXECUTIVE COMMITTEE, IN APPROVING SUCH COMPENSATION, SHALL FOLLOW THREE STEPS. FIRST, EACH COMMITTEE SHALL MEET IN SESSIONS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. SECOND, EACH COMMITTEE SHALL OBTAIN AND RELY UPON APPROPRIATE DATA AS TO COMPARABILITY PRIOR TO MAKING ITS DETERMINATION. THIRD, EACH COMMITTEE SHALL ADEQUATELY DOCUMENT THE BASIS FOR ITS DETERMINATION CONCURRENTLY WITH MAKING ITS DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: EFFECT OF FASB STATEMENT NO 158: FASB STATEMENT 158 REQUIRES THE ASSOCIATION TO FULLY RECOGNIZE THE CHANGE IN THE FUNDED POSITION (THE DIFFERENCE BETWEEN THE FAIR MARKET VALUE OF PLAN ASSETS AND THE BENEFIT OBLIGATION) OF ITS POSTRETIREMENT BENEFIT PLAN IN THE BALANCE SHEET 311,240. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE PROCESS FROM PRIOR YEARS. AGRICULTURAL DEVELOPMENT FUND PO BOX 150 FORT WORTH TX 76101 751824668 TO PAY A PREMIUM/BONUS TO OWNERS OF LIVESTOCK TX 501(C)(3) 9 0 EVENT FACILITIES FORT WORTH INC PO BOX 150 FORT WORTH TX 76101 260011624 PROVIDE SUPPORT TO THE SOUTHWESTERN EXPOSITION AND LIVESTOCK SHOW TX 501(C)(3) 11A, TYPE I 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 AGRICULTURAL DEVELOPMENT FUND Q 310119 FMV AGRICULTURAL DEVELOPMENT FUND C 40000 FMV EVENT FACILITIES FORT WORTH INC K 1 CASH EVENT FACILITIES FORT WORTH INC Q 7423 COST