2025-05-28T18:15:48-05:00 2024-12-31 721045872 GRAHAM BORDELON GOLSON & GILBERT Inc 2401 TOWER DR MONROE LA 712015762 990PF 2024-01-01 271671715 The Sherman S Shaw Foundation SHER 3183230073 343 McHenry Gin Road Monroe LA 71202 Sherman S shaw Director 3183230073 2025-05-28 1 1 P01452583 3183227157 2024 2025-03-06 01:10:19Z X 415105 X X 4 4 24553 24553 2298 229606 2298 26855 26855 0 0 0 0 0 700 700 0 0 347 347 0 0 1047 1047 0 0 40000 40000 41047 1047 0 40000 -14192 25808 0 5602 5280 5280 28223 0 0 437596 238729 205591 0 212201 204234 471421 456210 415105 0 1000 0 1000 X 471421 455210 471421 455210 471421 456210 471421 -14192 0 457229 2019 455210 OWL Rock Cap Cor 5.25% P 2021-01-19 2024-03-22 155000 155000 0 0 Pimco Income Fund P 2013-01-11 2024-10-10 2 2 0 0 Amplify Energy Corp P 2017-05-04 2024-11-08 79 165 -86 -86 NYLI CBRE Global Infras Megatrend P 2021-10-27 2024-11-08 6919 9811 -2892 -2892 Pimco Income Fund P 2013-01-11 2024-12-04 38989 44272 -5283 -5283 Vanguard World FD Financials ETF P 2021-01-20 2024-11-08 14135 9059 5076 5076 Vanguard Word Fd Industrials ETF P 2021-01-20 2024-11-08 14044 8999 5045 5045 Capital Gains Dividends P 438 438 438 2298 359 0 359 0 359 0 0 0 0 0 0 359 0 0 0 0 0 0 0 0 0 0 0 1 LA 1 0 0 0 0 1 N/A Gary G Graham 3183227157 2401 Tower Drive Monroe LA 71201 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Sherman S Shaw 479 Seals Place Monroe LA 71203 Director 0.00 0 0 0 Mary Jean Atkins Shaw 479 Seals Place Monroe LA 71203 Director 0.00 0 0 0 Julius Sherman III 2313 Pargoud Blvd Monroe LA 71201 Director 0.00 0 0 0 Stuart Shaw 130 Lakewood Road Coushatta LA 71109 Director 0.00 0 0 0 Samuel Houston Hill 123 Hill Drive Tallulah LA 71282 Director 0.00 0 0 0 NONE 0 NONE 0 0 327785 117550 0 445335 0 0 445335 6680 438655 21933 21933 359 359 21574 0 21574 0 21574 40000 0 40000 21574 0 0 10130 13754 13588 16631 18283 72386 40000 0 0 0 21574 18426 0 0 90812 0 0 0 0 0 0 10130 80682 13754 13588 16631 18283 18426 X Sherman S Shaw 479 Seals Place Monroe Louisiana OC 71203 3183230073 shermanshaw@hotmail.com NA NA NA Louisiana Tech University Foundation PO Box 3183 Ruston LA 71272 501(c)3 Educational Support 40000 40000 0 4 24553 2298 0 0 26855 26855 3 Dividends and interest from investments for exempt purpose 4 Dividends and interest from investments for exempt purpose 7 Dividends and interest from investments for exempt purpose 8 Dividends and interest from investments for exempt purpose 0 0 0 0 0 0 0 0 0 0 Tax Preparation 700 700 0 0 Pimco Income Fund A PIMIX 238729 205591 Catalyst Millburn Hedge Strategy Fund MBXIX AT COST 29569 28579 Capital Group Dividend Value ETF CGDV AT COST 27029 25881 Capital Group Global Growth Equity CGGO AT COST 16264 15837 Invesco ETF S&P Smallcap XSMO AT COST 2744 2512 Ishares Tr Russell Mid Cap Growth IWP AT COST 15773 15210 Pacer Fds Tru Global Cash GCOW AT COST 3665 3509 Pacer Fds Tru US Small CALF AT COST 2716 2465 Pacer Fds US Cash Cows COWZ AT COST 15953 14967 Schwab US Dividend Equity SCHD AT COST 26671 24970 Schwab US Larce Cap Growth SCHG AT COST 28445 28762 Ishares Tr PFD and Income PFF AT COST 13177 12576 Abbey Capital Multi Asset MAFIX AT COST 30195 28966 Bond Amortization 2019 Due to Shaw Land Co 0 1000 Excise Tax 320 320 0 0 Foreign Taxes 27 27 0 0