2026-09-16T17:10:35-05:00 2025-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2025-01-01 475081192 Sherwood Foundation SHER 5124852507 106 E Settlers Blvd Bldg D 108 Round Rock TX 78664 Tracy Hayes Director 5124852507 2026-09-16 1 Kurt Coburn P01638285 7134395739 2026-09-16 2025 X 2901677 X 1525362 3257 3257 54723 54723 1373600 8487955 1373600 3426 3426 2960368 1435006 0 0 0 14988 0 14988 3300 1650 1650 109262 9031 100231 7500 0 0 51431 0 51431 12338 2125 10213 198819 12806 178513 473587 473587 672406 12806 652100 2287962 1422200 267946 107691 107691 19741 119087 119087 95 174420 212558 221823 1306149 1969121 2119886 47257 109657 110963 50652 196449 222227 1866260 2714563 2901677 0 0 X 0 0 0 0 1866260 2714563 1866260 2714563 1866260 2714563 1866260 2287962 0 4154222 1439659 2714563 Publicly traded securities 8482868 7109751 1373117 1373117 Capital gain distributions P 5087 5087 5087 From Sch K-1 (Form 1065) P 4604 -4604 -4604 1373600 19769 0 19769 0 19769 2652 0 19000 0 21652 77 1806 1806 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 65087 0 0 0 NONE 0 0 1649776 216697 711438 2577911 0 0 2577911 38669 2539242 126962 126962 19769 19769 107193 0 107193 0 107193 652100 0 652100 107193 0 0 145456 163210 221095 263798 252510 1046069 652100 0 0 0 107193 544907 0 0 1590976 0 0 0 0 0 0 145456 1445520 163210 221095 263798 252510 544907 Steven J Sherwood Brenda Sherwood X Abilene Christian University 1600 Campus Ct Abilene TX 79601 None I Scholarship for Z. Salazar ($2,500) 2500 Texas Tech University 2500 Broadway W Lubbock TX 79409 None I Scholarships for J. Alaquinez ($3,000), C. Arredondo ($200), and H. Barajas ($22,500). 25700 Texas Tech University 2500 Broadway W Lubbock TX 79409 None I Scholarships for L. Bazan ($11,800), B. Briseno ($5,000), and A. Cadenas ($22,500). 39300 Texas Tech University 2500 Broadway W Lubbock TX 79409 None I Scholarships for A. Cebreco ($21,250), P. Cuellar ($19,600), and D. Esparza ($15,000). 55850 Texas Tech University 2500 Broadway W Lubbock TX 79409 None I Scholarships for E. Garcia ($20,800), J. Garcia ($11,000), and A. Gomez ($4,500). 36300 Texas Tech University 2500 Broadway W Lubbock TX 79409 None I Scholarships for C. Goone ($12,500), E. Haagen ($19,400), and J. Lambert ($8,313). 40213 Texas Tech University 2500 Broadway W Lubbock TX 79409 None I Scholarships for V. Macias ($15,000), D. McDaniel ($10,000), and C. McHam ($22,500). 47500 Texas Tech University 2500 Broadway W Lubbock TX 79409 None I Scholarships for N. McLaren ($6,222), J. Medina ($18,400), and T. Morales ($15,000). 39622 Texas Tech University 2500 Broadway W Lubbock TX 79409 None I Scholarships for O. Nguyen ($17,500), J. Ocegueda ($15,000), and A. Ortiz ($15,000). 47500 Texas Tech University 2500 Broadway W Lubbock TX 79409 None I Scholarships for E. Ozuna ($11,500), K. Petrie ($15,000), and A. Rodriguez ($4,250). 30750 Texas Tech University 2500 Broadway W Lubbock TX 79409 None I Scholarships for K. Rodriguez ($16,302), E. Romero ($17,550), and A. Saldivar ($22,500). 56352 Texas Tech University 2500 Broadway W Lubbock TX 79409 None I Scholarships for C. Stanton ($6,800), N. Villasenor-Villa ($12,300), and S. Ybarra ($400). 19500 Texas Tech University Health Scienc 3601 4th Street Lubbock TX 79430 None I Scholarships for R. Gonzales ($10,000) and N. McLaren ($22,500) 32500 473587 0 14 3257 14 54723 18 1373600 From Sch K-1 (Form 1065) 14 3426 0 1435006 0 1435006 0 0 0 0 0 0 0 0 0 0 X X 1 Steven Sherwood 9606 North Mopac Expressway Suite 5 Austin TX 78759 991764 X 2 Steven Sherwood 9606 North Mopac Expressway Suite 5 Austin TX 78759 533598 X 1 7,200 shs NVIDIA Corp (NVDA) 991764 2025-02-21 2 500 shs Eli Lilly And Co (LLY) 533598 2025-12-19 Tax compliance 3300 1650 1650 15,000 Adventist Health System 5.8% 12/01/34 15152 15491 15,000 Connecticut Light & PWR 4.650% 01/01/29 14969 15292 20,000 Marshfield Clinic Health System, Inc. 5.8% 03/15/34 20669 20568 10,000 Mercy Health B/E 4.302% 07/01/28 9776 10047 10,000 Providence St. Joseph Health Obligated Group 5.4% 10/01/33 10202 10321 10,000 Providence St. Joseph Health Obligated Group 5.4% 10/01/33 10239 10374 10,000 Southeast Alaska Regl 2.262% 07/01/31 8538 8573 20,000 Toledo Hospital 5.8% 11/15/38 20112 20297 135 Alphabet Inc Class C 40047 42363 180 Amazon.com Inc 37436 41548 4,654 Apollo Debt Solutions BDC Class S 115574 113740 220 Apple Inc 50226 59809 4,286 Ares Private Markets Fund Class A 152282 158771 6,862 Ares Real Estate Income Trust Inc Class S-R 53726 54851 5,424 Blackstone Private Credit Fund Class S 140051 134895 7,844 Blackstone Real Estate Income Trust Inc Cl S-P 115496 109851 215 Broadcom Inc 49259 74412 43 Capital Group Dividend Value ETF 302184 303603 44 Capital Group Growth ETF 298529 300751 65 Eli Lilly And Co 8641 69854 260 GE Aerospace 43662 80088 4,904 Goldman Sachs GQG Partners International Opportunities Fund 107788 110188 211 JPMorgan Chase & Co 60399 67988 2,881 Kopernik International Fund Class I 52099 49593 95 Microsoft Corp 47972 45944 390 NVIDIA Corp 64022 72735 629 Vanguard S&P 500 ETF 229728 228902 0 0 212558 221823 KKR Infrastructure Conglomerate LLC AT COST 96204 105436 KKR Private Equity Conglomerate LLC AT COST 100245 116791 General governance and counsel 14988 0 14988 Difference between basis and market value of noncash contributions 1439659 Bank charges 489 0 489 Dues and subscriptions 708 0 708 Insurance 632 0 632 Office expense 861 0 861 Information technology 7523 0 7523 From Sch K-1 (Form 1065) 2125 2125 0 From Sch K-1 (Form 1065) 3426 3426 3426 Administrative services 100231 0 100231 Investment management fees 9031 9031 0 Excise tax 7500 0 0