2024-04-09T15:07:53-05:00 2023-07-31 FORVIS LLP 2700 Post Oak Blvd Ste 1500 HOUSTON TX 77056 990PF 2022-08-01 206971005 The Jean and Graham Devoe Williford Charitable Trust % STEPHANIE THOMPSON JEAN 9033899637 102 Gallia Drive Unit 2 Lakeway TX 78734 JOHN WILLIFORD TRUSTEE 7134994600 2023-12-15 true JOHN WILLIFORD XXX-XX-XXXX Amanda Maya P01067777 7134994600 2 2022 2023-04-26 12:10:37Z X 17235729 X 40000 209019 209019 49558 885378 49558 -8775 -8775 289802 249802 148255 74128 74127 75142 75142 13845 0 0 13845 26063 6492 0 19571 23303 4009 0 12491 13408 1180 1780 38727 13903 0 24824 339923 98532 0 221780 60500 60500 400423 98532 0 282280 -110621 151270 58509 89918 89918 6809501 6678030 8654959 214519 192527 35400 21992 21992 4123411 4123411 8468860 11026821 10913351 17235729 0 0 X 11026821 10913351 11026821 10913351 11026821 10913351 11026821 -110621 10916200 2849 10913351 FIDELITY #082 ST - SEE ATT D-1 P 2502 2421 81 81 FIDELITY #082 LT - SEE ATT D-1 P 257651 240167 17499 17484 SALIENT #625 ST - SEE ATT D-2 P 397129 396462 2114 667 SALIENT #625 LT - SEE ATT D-2 P 215938 198232 17706 17706 COST BASIS ADJUSTMENT P 86 86 86 CAPITAL GAIN DIVIDENDS P 12072 CAPITAL GAIN DIVIDENDS P 12072 CAPITAL GAIN DIVIDENDS P 12072 CAPITAL GAIN DIVIDENDS P 12072 CAPITAL GAIN DIVIDENDS P 12072 CAPITAL GAIN DIVIDENDS P 12072 49558 2103 2103 2103 5500 0 5500 3397 3397 false false false false false false false true true TX true false false false false true STEPHANIE THOMPSON 9033899637 102 GALLIA DRIVE UNIT 2 LAKEWAY TX 78734 false false false false true false false false false false false false false false false false false false false false false false false JOHN R WILLIFORD 102 Gallia Drive Unit 2 Lakeway TX 78734 TRUSTEE 12.0 71712 0 0 THOMAS C CAMPBELL 102 Gallia Drive Unit 2 Lakeway TX 78734 TRUSTEE 12.0 76543 0 0 STEPHANIE THOMPSON 102 GALLIA DRIVE UNIT 2 LAKEWAY TX 78734 ADMINISTRATOR 40.0 75142 0 0 8053161 106576 28696 8188433 0 8188433 122826 8065607 403280 403280 2103 2103 401177 401177 401177 282280 0 0 0 0 282280 401177 232336 2020 2019 2018 0 0 0 282280 232336 49944 0 0 0 0 0 0 351233 0 0 NONE NONE STEPHANIE THOMPSON 102 GALLIA DRIVE UNIT 2 LAKEWAY TX 78734 9033899637 N/A N/A ONE OR MORE OF THE TRUSTEES OF THE TRUST WILL EACH YEAR SUGGEST ONE OR MORE ORGANIZATIONS AS POTENTIAL RECIPIENT ORGANIZATIONS FOR GIFTS OR GRANTS DURING THE COURSE OF THAT YEAR. THE TRUSTEES WILL EVALUATE EACH SUCH SUGGESTED ORGANIZATION IN TERMS OF (I) OBTAINING IRS VERIFICATION OF THE ORGANIZATION'S QUALIFICATION AS AN ORGANIZATION DESCRIBED IN CODE SECTION 501(C)(3) AND THAT IS A PUBLIC CHARITY DESCRIBED IN SECTION 509(A)(1) OR 509(A)(2) OF THE CODE; (II) THE ORGANIZATION'S OPERATING HISTORY; (III) THE ORGANIZATION'S SPECIFIC CHARITABLE PURPOSES; AND (IV) THE SPECIFIC CHARITABLE PROGRAM OR PROGRAMS OF SUCH ORGANIZATIONS FOR WHICH THE DISTRIBUTION OR DISTRIBUTIONS FROM TRUST WOULD BE USED FOR THE FURTHERANCE OF THE ARTS. TYLER MUSEUM OF ART 1300 S MAHON AVE TYLER TX 75701 NONE PC CHARITABLE 25000 DALLAS MUSEUM OF ART 1717 N Harwood St DALLAS TX 75201 NONE PC CHARITABLE 10000 Hispanic Alliance for the Performing Arts 2235 E 6TH ST STE 107 Austin TX 787023442 NONE PC charitable 5000 BLANTON MUSEUM OF ARTS 200 E MARTIN LUTHER KING JR BLVD AUSTIN TX 78712 NONE PC CHARITABLE 5000 BERKSHIRE MUSEUM 39 South St Pittsfield MA 01201 NONE PC CHARITABLE 5000 TRINITY STAR ARTS COUNCIL PO BOX 1546 FAIRFIELD TX 75840 NONE PC CHARITABLE 500 LSU MUSEUM OF ART 100 LAFAYETTE STREET BATON ROUGE LA 70801 NONE PC CHARITABLE 10000 60500 14 209019 18 49558 INCOME(LOSS) FROM PARTNERSHIPS 211110 01 -19986 ROYALTIES 15 11211 249802 249802 false false false false false false false false false false X X 1 Estate of Graham D Williford PO Box 877 Fairfield TX 75840 40000 X ACCOUNTING FEES 13845 0 0 13845 LAND 2008-12-18 3790 L BUILDING 2008-12-18 15610 5451 M39 400 LEASEHOLD IMROVE 2008-12-18 183284 165975 SL 15 12219 TRAILER - RANCH 2012-10-31 11835 7693 SL 15 789 SALIENT - 676 (SEE ATT. 6-1) 1652103 1886402 SALIENT - 633 (SEE ATT. 6-1) 770015 812287 SALIENT - 625 (SEE ATT. 6-1) 500665 541533 FIDELITY - 082 (SEE ATT. 6-1) 3468033 5414737 K-1 ENDOWMENT FUND - BASIS ADJ 287214 0 LAND 3790 3790 BUILDING 15610 5851 9759 LEASEHOLD IMROVE 183284 178194 5090 TRAILER - RANCH 11835 8482 3353 ART 4123411 4123411 8468860 COST BASIS ADJUSTMENT 2849 FIDUCIARY FEES 13903 13903 0 0 INSURANCE 7455 0 0 7455 OFFICE EXPENSES 3034 0 0 3034 REPAIRS & MAINTENANCE 150 0 0 150 DUES & SUBSCRIPTIONS 1842 0 0 1842 BANK FEES 55 0 0 55 UTILITIES 5931 0 0 5931 OTHER EXPENSES 6357 0 0 6357 INCOME (LOSS) FROM PARTNERSHIPS -19986 -19986 ROYALTIES 11211 11211 PROFESSIONAL FEES 19571 0 0 19571 INVESTMENT FEES 6492 6492 0 0 PAYROLL TAX 15245 3987 0 11258 FOREIGN TAX 22 22 0 0 PROPERTY TAX 1233 0 0 1233 EXCISE TAXES 6803 0 0 0