2026-08-17T11:14:24-05:00 2025-12-31 752916499 DANIELS & ERICKSON PC 5323 SPRING VALLEY ROAD SUITE 250 DALLAS TX 75254 990PF 2025-01-01 473947854 MANDY AND BILL DILLARD CHARITABLE FOUNDATION MAND 2149243225 4708 ST JOHNS DRIVE DALLAS TX 75205 AMANDA D SHUFELDT TRUSTEE 2149243225 2026-08-04 1 DAVID NELSON P00369193 2147508985 2026-08-04 2025 2025-03-06 01:10:19Z X 13420433 X X 155 155 484943 484943 17 17 17 485115 485115 0 0 0 4510 4510 0 4510 4510 0 367000 367000 371510 4510 367000 113605 480605 11274 11054 11054 582854 695090 695090 9345224 12714289 12714289 9939352 13420433 13420433 0 0 X 0 0 0 0 9939352 13420433 9939352 13420433 9939352 13420433 9939352 113605 3367476 13420433 0 13420433 CAPITAL GAINS DIVIDENDS P 17 17 17 17 6680 0 6680 0 6680 4250 0 9120 0 13370 0 6690 6690 0 0 0 0 0 0 0 0 0 0 0 1 1 AR TX 1 0 0 0 0 1 N/A AMANDA SHUFELDT 2149243225 4708 ST JOHNS DRIVE DALLAS TX 75205 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AMANDA D SHUFELDT 4708 ST JOHNS DR DALLAS TX 75205 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 10431184 862333 0 11293517 0 0 11293517 169403 11124114 556206 556206 6680 6680 549526 0 549526 0 549526 367000 0 367000 549526 366444 0 0 367000 366444 0 0 556 0 0 0 0 0 0 0 0 548970 0 0 0 X DALLAS MUSEUM OF ART 1717 N HARWOOD ST DALLAS TX 75201 N/A PC PURSUE EXCELLENCE IN COLLECTING AND PROGRAMMING. 60000 THE CRYSTAL CHARITY BALL 3838 OAK LAWN AVE SUITE L150 DALLAS TX 75219 N/A PC AID, SUPPORT AND MAKE CONTRIBUTIONS TO CHILDREN'S CHARITIES IN DALLAS. 40000 THE LAMPLIGHTER SCHOOL 11611 INWOOD RD DALLAS TX 75229 N/A PC EDUCATION- GENERAL FUND. 12000 COMMUNITY PARTNERS OF DALLAS 7950 ELMBROOK DR DALLAS TX 75247 N/A PC HELPING NEGLECTED AND ABUSED CHILDREN. 5000 AMERICAN CANCER SOCIETY 3380 CHASTAIN MEADOWS PKWY NW 200 KENNESAW GA 30144 N/A PC IMPROVE THE LIVES OF PEOPLE WITH CANCER AND THEIR FAMILIES. 25000 CHILDREN'S CANCER FUND 4201 SPRING VALLEY RD SUITE 370 FARMERS BRANCH TX 75244 N/A PC BY WORKING CLOSELY WITH THESE RESPECTED ORGANIZATIONS, WE ARE ABLE TO STRATEGICALLY FOCUS OUR FUNDS ON IMPROVING TREATMENT AND CARE METHODS FOR NORTH TEXAS CHILDREN WHO ARE AFFECTED BY ALL TYPES OF PEDIATRIC CANCER. 100000 DALLAS CONTEMPORARY 161 GLASS ST DALLAS TX 75207 N/A PC THE MISSION TO PRESENT THE FOREFRONT OF CONTEMPORARY ARTISTIC PRACTICE AND ARTISTIC PRODUCTION THROUGH EXHIBITIONS, PERFORMANCES, AND PUBLIC PROGRAMS IN ORDER TO ADVANCE THE DISCOVERY AND APPRECIATION OF THE ART OF THIS MOMENT. 7500 TURTLE CREEK CONSERVANCY 3333 TURTLE CREEK BLVD DALLAS TX 75219 N/A PC THE PARK HAS SERVED GENERATIONS AS A GREEN OASIS IN THE CITY, AND OUR ROLE IS TO PRESERVE AND PROTECT THIS ESSENTIAL NATURAL AMENITY FOR GENERATIONS TO COME. 27500 MAGNOLIA PUBLIC SCHOOLS FOUNDATION 108 DEER CROSSING DR MAGNOLIA AR 71753 N/A PC OUR MISSION IS TO RAISE PRIVATE FUNDS FOR RESOURCES, PROGRAMS AND OPPORTUNITIES THAT ARE NOT AVAILABLE TO THE STUDENTS AND TEACHERS THROUGH THE DISTRICT'S NORMAL OPERATING BUDGET. 5000 FRIENDS OF THE KATY TRAIL 3102 MAPLE AVE DALLAS TX 75201 N/A PC THE MISSION OF FRIENDS OF THE KATY TRAIL IS TO MAINTAIN, ENHANCE AND ADVOCATE FOR THE KATY TRAIL AS THE PREMIER TRAIL FOR RECREATION, WELLNESS, AND ALTERNATIVE TRANSPORTATION IN THE CITY OF DALLAS. 25000 HIGHLAND PARK EDUCATION 4201 GRASSMERE LANE DALLAS TX 75205 N/A PC TO RALLY OUR ENTIRE COMMUNITY TO RAISE THE CRITICAL FUNDS NECESSARY FOR CONTINUING HIGHLAND PARK ISD'S TRADITION OF EXEMPLARY EDUCATION. 20000 CATTLE BARON'S BALL 3838 OAK LAWN AVENUE SUITE 820 DALLAS TX 75219 N/A PC THE MISSION OF THE CATTLE BARON'S BALL IS TO RAISE FUNDS FOR CANCER RESEARCH AND SUPPORT THE AMERICAN CANCER SOCIETY'S EFFORTS TO IMPROVE THE LIVES OF PEOPLE WITH CANCER AND THEIR FAMILIES THROUGH ADVOCACY, RESEARCH, AND PATIENT SUPPORT. 5000 PULASKI HEIGHTS UNITED METHODIST CHURCH 4823 WOODLAWN DRIVE LITTLE ROCK AR 72207 N/A PC THE MISSION IS TO INSPIRE LOVE, EMBRACE CHRIST, AND ENGAGE THE WORLD. 25000 COMPASS SCHOOL 5414 WEST NORTHWEST HWY DALLAS TX 75220 N/A PC THE COMPASS SCHOOL OF TEXAS EQUIPS STUDENTS WITH A STRONG ACADEMIC FOUNDATION THAT FOSTERS ANALYTICAL THINKING, INSTILLS THE JOY OF LEARNING IN A WHOLESOME ENVIRONMENT, AND INSPIRES THE PURSUIT OF PURPOSE. 5000 HIGHLAND PARK MIS HPMS PTO 3555 GRANADA DRIVE DALLAS TX 75205 N/A PC MCCULLOCH INTERMEDIATE SCHOOL AND HIGHLAND PARK MIDDLE SCHOOL, WITH AN UNYIELDING COMMITMENT TO EXCELLENCE, IS A PARTNERSHIP OF EDUCATORS, STAFF, STUDENTS, PARENTS, AND COMMUNITY THAT STRIVES TO PROVIDE A SUPERIOR EDUCATIONAL EXPERIENCE AND ADDRESSES THE NEEDS OF THE DEVELOPING MIDDLE SCHOOL STUDENT. 5000 367000 0 14 155 14 484943 14 17 0 485115 0 485115 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4510 4510 0 PUBLICLY TRADED SECURITIES 12714289 12714289 UNREALIZED GAIN 3367476