2026-09-09T11:25:40+00:00 2025-12-31 440160260 FORVIS MAZARS LLP 2700 POST OAK BLVD STE 1500 HOUSTON TX 77056 990PF 2025-01-01 760668991 JLH FOUNDATION JLHF 2817524510 PO BOX 5489 KATY TX 77491 ELLIS TUDZIN DIRECTOR 2026-09-09 true AMANDA MAYA P01067777 7134994600 2026-11-16 2025 X 63009262 X 0 X 480057 480057 1111283 1111283 1434016 25546956 1403200 0 0 0 -48074 -28698 0 2977282 2965842 0 0 0 0 0 39000 39000 0 0 308561 308561 0 0 31143 1143 0 0 0 0 0 53986 53986 0 0 432690 402690 0 0 2962431 2962431 3395121 402690 0 2962431 -417839 2563152 0 912579 1654117 1654117 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 29436029 28405514 42713213 19022060 18913552 18641932 0 0 0 0 0 0 0 0 0 0 0 0 0 0 49370668 48973183 63009262 0 0 0 0 0 0 X 49370668 48973183 49370668 48973183 49370668 48973183 49370668 -417839 20354 48973183 0 48973183 TOTAL GAIN/(LOSS) P 2024-01-01 2025-12-31 25112761 23902246 1210515 0 1210515 LESS SHORT-TERM PORTION P 2024-01-01 2025-12-31 210694 0 210694 0 210694 SHORT-TERM GAIN/(LOSS) P 2025-01-01 2025-12-31 0 210694 -210694 0 -210694 CAPITAL GAIN DISTRIBUTIONS 192685 0 192685 0 192685 1403200 35628 0 35628 35628 42123 0 42123 6495 6495 0 false false false false false false false true true TX true false false false false true N/A FORVIS MAZARS LLP 7134994600 2700 POST OAK BLVD SUITE 1500 HOUSTON TX 77056 false false false false false false false false false false false false false false false false false false false false false ELLIS TUDZIN PO BOX 5489 KATY TX 77491 SEC/TREAS/DIRECTOR 1.00 0 0 PAULA HERN 1707 FRANCIS AVENUE AUSTIN TX 78703 CHAIRMAN/DIRECTOR 1.00 0 0 TOM BARBOUR 1707 FRANCIS AVENUE AUSTIN TX 78703 DIRECTOR 1.00 0 0 CHARLES SCHWAB & CO INC 3000 SCHWAB WAY WESTLAKE TX 762628104 INVESTMENT 208352 RBC WEALTH MANAGEMENT 818 TOWN AND COUNTRY BLVD SUITE 300 HOUSTON TX 77024 INVESTMENT 70230 NONE NONE NONE 0 0 56703170 1785323 0 58488493 0 58488493 877327 57611166 2880558 2880558 35628 35628 2844930 2844930 2844930 2962431 0 0 2962431 2844930 0 2023 2022 2021 0 0 0 3555959 6597515 803449 10956923 2962431 0 0 0 2844930 117501 0 11074424 0 0 0 0 0 0 11074424 0 3555959 6597515 803449 117501 PAULA HERN NOT APPLICABLE X THE TRANSPLANT ASSOCIATION 11107 WURZBACH RD STE 201 SAN ANTONIO TX 78230 NONE PC CHARITABLE 90000 CHILDRENS TRANSPLANT INITIATIVE 23718 CREEKVIEW DR SPRING TX 77389 NONE PC CHARITABLE 278098 UNIVERSITY OF TEXAS FOUNDATION 9011 MOUNTAIN RIDGE DR STE 150 AUSTIN TX 78759 NONE PC CHARITABLE 167000 CHILDRENS ORGAN TRANSPLANT ASSOCIATION (COTA) 2501 W COTA DR BLOOMINGTON IN 47403 NONE PC CHARITABLE 264000 COMPASSIONATE TOUCH 1415 SOUTHMORE BLVD HOUSTON TX 77004 NONE PC CHARITABLE 1500000 TEXAS CHILDREN'S HOSPITAL 6330 W LOOP S 1300 BELLAIRE TX 77401 NONE PC CHARITABLE 125000 THE SETON FUND 1206 W 38TH ST STE 4200 AUSTIN TX 78705 NONE PC CHARITABLE 50000 AMY'S HOUSE FOUNDATION 2114 S 15TH ST TEMPLE TX 76504 NONE PC CHARITABLE 75000 SOUTHWESTERN MEDICAL FOUNDATION 3889 MAPLE AVE STE 100 DALLAS TX 75219 NONE PC CHARITABLE 80000 MEMORIAL HERMANN FOUNDATION 929 GESSNER RD STE 2650 HOUSTON TX 77024 NONE PC CHARITABLE 333333 2962431 0 14 480057 14 1111283 900099 30816 18 1403200 PARTNERSHIP INCOME -19376 1 -28902 MISCELLANEOUS INCOME 1 204 11440 2965842 0 2977282 FORM NOT APPLICABLE false false false false false false false false false false ACCOUNTING FEES 39000 39000 0 0 NONE TOTAL GAIN/(LOSS) 2024-01 P 2025-12 25112761 23902246 1210515 LESS SHORT-TERM PORTION 2024-01 P 2025-12 210694 0 210694 SHORT-TERM GAIN/(LOSS) 2025-01 P 2025-12 0 210694 -210694 CAPITAL GAIN DISTRIBUTIONS 192685 0 192685 K-1 INVESTMENTS 30816 0 30816 CORPORATE BONDS 18913552 18641932 CORPORATE STOCK 28405514 42713213 BOND AMORTIZATION 53986 53986 0 0 ACCRUED INTEREST PAID 0 0 0 0 PARTNERSHIP INCOME -48278 -28902 0 MISCELLANEOUS INCOME 204 204 0 BASIS ADJUSTMENT 2892 BOOK/TAX DIFFERENCES FROM K-1S 17462 INVESTMENT MANAGEMENT FEES 308561 308561 0 0 EXCISE TAX 30000 0 0 0 FOREIGN TAX 1143 1143 0 0