2025-09-11T09:20:09-05:00 2024-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2024-01-01 475081192 Sherwood Foundation SHER 5124852507 106 E Settlers Blvd Bldg D 108 Round Rock TX 78664 Tracy Hayes Director 5124852507 2025-09-11 1 0 Kurt Coburn P01638285 7134395739 2025-09-11 2024 2025-03-06 01:10:19Z X 1890942 X 490863 2406 2406 35170 35170 315378 4234616 315378 10720 1054 854537 354008 0 0 0 28993 0 28993 3000 1500 1500 73947 4783 69164 40543 0 40543 3819 740 3028 150302 7023 143228 181513 184013 331815 7023 327241 522722 346985 84155 267946 267946 991295 19741 19741 95 95 95 460 95827 174420 175892 380460 1306149 1324248 0 47257 47289 0 50652 55731 1552197 1866260 1890942 0 0 X 0 0 0 0 1552197 1866260 1552197 1866260 1552197 1866260 1552197 522722 0 2074919 208659 1866260 Publicly traded securities 4231204 3919238 311966 311966 Capital gain distributions P 3023 3023 3023 From Sch K-1 (Form 1065) P 389 389 389 315378 4823 0 4823 0 4823 0 0 7500 0 7500 25 2652 2652 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 https://sherwoodscholars.org Tracy Hayes 5128373028 106 E Settlers Blvd Bldg D Ste 108 Round Rock TX 78664 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 Steven J Sherwood 106 E Settlers Blvd Bldg D Ste 108 Round Rock TX 78664 President 2.00 0 0 0 Brenda Sherwood 106 E Settlers Blvd Bldg D Ste 108 Round Rock TX 78664 Secretary 0.50 0 0 0 Tracy Hayes 106 E Settlers Blvd Bldg D Ste 108 Round Rock TX 78664 Director 3.00 0 0 0 Jennifer Revering 106 E Settlers Blvd Bldg D Ste 108 Round Rock TX 78664 Director 0.50 0 0 0 Michael Voss 106 E Settlers Blvd Bldg D Ste 108 Round Rock TX 78664 Director 3.00 0 0 0 Caroline Reynolds 106 E Settlers Bvd Bdg D Ste 108 Round Rock TX 78664 Program Director 20.00 65752 0 0 0 NONE 0 0 1363287 201266 0 1564553 0 0 1564553 23468 1541085 77054 77054 4823 4823 72231 2500 74731 0 74731 327241 0 327241 74731 0 0 156812 145456 163210 221095 263798 950371 327241 0 0 0 74731 252510 0 0 1202881 0 0 0 0 0 0 156812 1046069 145456 163210 221095 263798 252510 Steven J Sherwood Brenda Sherwood X Abilene Christian University 1600 Campus Ct Abilene TX 79601 None I Scholarship for Z. Espinosa-Guzman ($2,500). 2500 Texas Tech University Health Scienc 3601 4th Street Lubbock TX 79430 None I Scholarships for S. Garcia ($400) and R. Gonzales ($2,500). 2900 Texas Tech University 2500 Broadway W Lubbock TX 79409 None I Scholarships for J. Adams ($500), J. Alaquinez ($6,800), and M. Armstrong ($7,500). 14800 Texas Tech University 2500 Broadway W Lubbock TX 79409 None I Scholarships for C. Arredondo ($1,300), H. Barajas ($7,500), and B. Briseno ($1,700). 10500 Texas Tech University 2500 Broadway W Lubbock TX 79409 None I Scholarships for J. Bustamante ($3,850), A. Cadenas ($7,500), and A. Cebreco ($6,250). 17600 Texas Tech University 2500 Broadway W Lubbock TX 79409 None I Scholarships for M. Cervantes ($2,500), P. Cuellar ($5,900), M. De La Vega ($2,500), and D. Esparza ($5,000). 15900 Texas Tech University 2500 Broadway W Lubbock TX 79409 None I Scholarships for E. Garcia ($6,250), C. Gil ($13,500), E. Haagen ($5,100), and J. Haagen ($7,500). 32350 Texas Tech University 2500 Broadway W Lubbock TX 79409 None I Scholarships for J. Lambert ($8,937), D. McDaniel ($7,500), C. McHam ($11,500), and N. McLaren ($8,778). 36715 Texas Tech University 2500 Broadway W Lubbock TX 79409 None I Scholarships for J. Medina ($4,600), T. Morales ($5,000), O. Nguyen ($5,000), and A. Ortiz ($6,250). 20850 Texas Tech University 2500 Broadway W Lubbock TX 79409 None I Scholarships for K. Petrie ($7,300), K. Rodriguez ($6,598), E. Romero ($5,400), and A. Saldivar ($7,500). 26798 Texas Tech University 2500 Broadway W Lubbock TX 79409 None I Scholarships for N. Villasenor-Villa ($3,000) and S. Ybarra ($100). 3100 184013 0 14 2406 14 35170 18 315378 990-PF tax refund 01 9666 From Sch K-1 (Form 1065) 14 1054 0 363674 0 363674 0 0 0 0 0 0 0 0 0 0 X X 1 Steven Sherwood 9606 North Mopac Expressway Suite 5 Austin TX 78759 490863 X 1 1,185 shs Microsoft Corp 490863 2024-11-22 Tax compliance 3000 1500 1500 10,000 Bon Secours Mercy Health Inc. 4.3% 07/01/28 9776 9782 15,000 Bon Secours Mercy Health Inc. 2.1% 06/01/31 12249 12491 10,000 Providence St. Joseph Health Obligated Group 5.4% 10/01/33 10263 10091 15,000 The Connecticut Light and Power Co 4.65% 01/01/29 14969 14925 240 Amazon.com Inc 49850 52654 4,235 Apollo Debt Solutions BDC Class S 105251 105598 215 Apple Inc 50480 53840 6,566 Ares Real Estate Income Trust Inc Class S-R 51445 49500 4,935 Blackstone Private Credit Fund Class S 127754 125656 7,543 Blackstone Real Estate Income Trust Inc Class S 111339 104921 155 Broadcom Inc 25412 35935 30 Eli Lilly And Co 23701 23160 665 Entergy Corp 50507 50420 785 First Trust RBA Amer Industrial Ren. ETF 59996 60476 300 General Electric Co 50000 50037 90 Meta Platforms Inc 51629 52696 120 Microsoft Corp 50353 50580 365 NVIDIA Corp 49952 49016 150 Salesforce Inc 52076 50150 5,336 T. Rowe Price U.S. Equity Research Fund 295991 311980 2,447 Tortoise Energy Infra Total Return Inst 50000 47063 160 Visa Inc 50413 50566 0 0 174420 175892 1,966 KKR Private Equity Conglomerate LLC Class R-U AT COST 50652 55731 General governance and counsel 28993 0 28993 Difference between basis and FMV of noncash contributions 208659 Bank charges 476 0 476 Dues and subscriptions 708 0 708 Insurance 669 0 669 Office expense 206 0 206 Information technology 969 0 969 From Sch K-1 (Form 1065) 791 740 0 990-PF tax refund 9666 9666 From Sch K-1 (Form 1065) 1054 1054 1054 Administrative services 69164 0 69164 Investment management fees 4783 4783 0