2026-04-13T10:11:34-05:00 2025-05-31 900525804 SAVILLE CPAS AND ADVISORS LLC 700 NORTH PEARL STREET SUITE 1900 DALLAS TX 75201 990PF 2024-06-01 597274416 RICHARD E RICHARDSON EDUCATIONAL OPPORT C/O AMERICAN NATIONAL BANK OF TEXAS RICH 2148636077 2600 NORTH CENTRAL EXPY STE 700 RICHARDSON TX 75080 KEELY JOHNSON TRUST OFFICER 2148636077 2026-04-03 1 0 M'LISS VESTAL CPA P00966425 2149229727 2026-03-31 2024 2025-03-06 01:10:19Z X X X 2535340 X X 63110 60962 471921 2691409 471921 535031 532883 0 35508 21305 0 14203 2833 0 0 2833 1250 750 0 500 4753 1938 0 0 3185 1315 0 0 47529 25308 0 17536 82000 82000 129529 25308 0 99536 405502 507575 0 16091 2435133 2435133 2022094 38072 100207 2038185 2473205 2535340 0 0 X 2038185 2473205 0 0 0 0 2038185 2473205 2038185 2473205 2038185 405502 29518 2473205 0 2473205 SHORT-TERM SALES P 215205 212376 2829 2829 LONG-TERM SALES P 2348362 2007112 341250 341250 SHORT-TERM CTF P 8239 8239 8239 LONG-TERM CTF P 106076 106076 106076 LT CAPITAL GAIN DISTRIBUTIONS P 13527 13527 13527 471921 11068 7055 0 7055 0 7055 2443 0 0 0 2443 205 4817 0 0 0 0 0 0 0 0 0 0 1 1 MO 1 0 0 0 0 1 N/A AMERICAN NATIONAL BANK OF TEXAS 2148636077 2600 NORTH CENTRAL EXWPY STE 700 RICHARDSON TX 75080 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BANK OF AMERICA PO BOX 653067 DALLAS TX 75265 TRUSTEE 1.00 35508 0 0 AMERICAN NATIONAL BANK OF TEXAS 2600 NORTH CENTRAL EXPY STE 700 RICHARDSON TX 75080 SUCCESSOR TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 2332092 232877 0 2564969 0 0 2564969 38475 2526494 126325 126325 7055 7055 119270 0 119270 0 119270 99536 0 99536 119270 84986 0 0 99536 84986 0 0 14550 0 0 0 0 0 0 0 0 104720 0 0 0 X DONNELLY COLLEGE 608 N 18TH STREET KANSAS CITY KS 66102 N/A PC NON-COLLEGE DEGREE EDUCATIONAL SCHOLARSHIPS 41000 METROPOLITAN COMMUNITY COLLEGE 3200 BROADWAY KANSAS CITY MO 64111 N/A PC NON-COLLEGE DEGREE EDUCATIONAL SCHOLARSHIPS 41000 82000 0 14 63110 18 471921 0 535031 0 535031 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1250 750 0 500 REASON QUALIFIES AS AN EXCEPTION FORM 990-PF, PART VI-B, LINE 1A(4) THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA AS TRUSTEE AND AMERICAN NATIONAL BANK OF TEXAS AS SUCCESSOR CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS TRUSTEE AND AMERICAN NATIONAL BANK OF TEXAS'S COMPENSATION AS SUCCESSOR CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES. INVESTMENTS - EQUITIES AT COST 38072 100207 LEGAL FEES 2833 0 0 2833 OTHER EXP - PRINCIPAL 657 657 0 0 OTHER EXP - INCOME 658 658 0 0 COMMON TRUST FUND EXP 1870 0 0 0 CHANGES IN FMV OF INVESTMENTS 29518 FOREIGN TAXES 1280 1280 0 0 EXCISE TAX PRIOR YEAR 372 0 0 0 EXCISE TAX - ESTIMATES 2443 0 0 0 FOREIGN TAX - QUAL DIV 385 385 0 0 FOREIGN TAXES - NON QUALIFIED 273 273 0 0