2023-11-12T00:53:05-06:00 2022-12-31 750786316 WEAVER AND TIDWELL LLP 499 W SHERIDAN AVE SUITE 2450 OKLAHOMA CITY OK 73102 990 2022-01-01 756036724 WILLIAM C CONNER FOUNDATION WILL 8172577815 TANDY HALL 202 NEELEY SCHOOL OF BUS FORT WORTH TX 76129 HALDEN CONNER PRESIDENT 8172577815 2023-11-08 1 HALDEN CONNER 999009999 1 KIRBY ROSS P00298143 4055949200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HALDEN CONNER TANDY HALL 202 NEELEY SCHOOL OF BUS FORT WORTH TX 76129 593975 0 X N/A X 1973 TX THE FOUNDATION IS AN INVESTMENT FUND FOR WHICH INVESTMENT DECISIONS ARE RECOMMENDED BY STUDENTS OF TCU. IN THIS WAY THE STUDENTS EXPAND THEIR KNOWLEDGE OF FINANCIAL ANALYSIS. EACH YEAR THE FOUNDATION DONATES 2.5% OF ITS INVESTMENT HOLDINGS TO TEXAS CHRISTIAN UNIVERSITY (50%) AND 2.5% TO THE BAYLOR UNIVERSITY SCHOOL OF MEDICINE (50%). TOTALING 5% OF SECURITIES HELD AS OF PRIOR YEAR-END. 6 4 0 4 0 0 0 0 0 0 198335 131748 0 0 198335 131748 91911 108903 0 0 0 0 0 0 0 10721 24371 102632 133274 95703 -1526 2178067 1627169 25 25 2178042 1627144 X THE FOUNDATION IS AN INVESTMENT FUND FOR WHICH INVESTMENT DECISIONS ARE RECOMMENDED BY STUDENTS OF TCU. IN THIS WAY THE STUDENTS EXPAND THEIR KNOWLEDGE OF FINANCIAL ANALYSIS. EACH YEAR THE FOUNDATION DONATES 2.5% OF ITS INVESTMENT HOLDINGS TO TEXAS CHRISTIAN UNIVERSITY (50%) AND 2.5% TO THE BAYLOR UNIVERSITY SCHOOL OF MEDICINE (50%). TOTALING 5% OF SECURITIES HELD AS OF PRIOR YEAR-END. 0 0 108903 108903 ANNUAL DISTRIBUTIONS TO TEXAS CHRISTIAN UNIVERSITY (50%) AND TO BAYLOR UNIVERSITY SCHOOL OF MEDICINE (50%), TOTALING 5% OF SECURITIES HELD AS OF PRIOR YEAR-END. 108903 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X DR LARRY LOCKWOOD 8172577420 TANDY HALL 202 MJ NEELEY SCHOOL OF FORT WORTH TX 76129 DANIEL PULLIN TRUSTEE 0.25 X 0 524717 80582 SCOT HOLLMANN TRUSTEE 0.25 X 0 0 0 DR TIMOTHY STOUT TRUSTEE 0.25 X 0 0 0 JAMES HILLE TRUSTEE 0.25 X 0 0 0 HALDEN CONNER PRESIDENT 0.25 X X 0 0 0 JUSTIN SAFRAN TRUSTEE 0.25 X 0 874223 373908 0 1398940 454490 0 0 1 0 0 29286 29286 564689 462227 102462 102462 102462 131748 0 0 131748 108903 108903 6775 6775 17596 17596 133274 108903 24371 0 140231 151799 2037836 1475370 2178067 1627169 25 25 25 25 X 2069139 1545786 108903 81358 2178042 1627144 2178067 1627169 -1526 -549372 0 X X 1 X 0 1 0 X X X 2 TEXAS CHRISTIAN UNIVERSITY 750827465 2 1 54452 0 BAYLOR UNIVERSITY SCHOOL OF MEDICINE 741613878 2 1 54451 0 2 108903 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 INVESTMENT ANALYSIS THE FOUNDATION IS ORGANIZED TO INVOLVE TEXAS CHRISTIAN UNIVERSITY FINANCE STUDENTS IN THE TASK OF ANALYZING INVESTMENT CHOICES TO BE MADE BY THE FOUNDATION, WITH THE FINAL DECISIONS TO BE MADE BY TEACHING STAFF, AFTER REVIEW OF THE LOGIC AND ANALYSIS EMPLOYED IN ARRIVING AT THE RECOMMENDATIONS. THIS TYPE OF ANALYSIS WOULD BE PART OF THE SCHOOL'S FINANCE CURRICULUM WHETHER OR NOT THE FOUNDATION EXISTED. SUPPORTED ORGANIZATIONS EXEMPT PURPOSE THE SUPPORTED ORGANIZATIONS ARE TEXAS CHRISTIAN UNIVERSITY AND BAYLOR UNIVERSITY SCHOOL OF MEDICINE. THE INVESTMENT ACTIVITIES FURTHERED BOTH SUPPORTED ORGANIZATIONS' EXEMPT PURPOSES BY PROVIDING FUNDING TO PROVIDE FINANCIAL SUPPORT FOR STUDENTS, OUTREACH PROGRAMS, AND EQUIPMENT PURCHASES FOR STUDENT WORK. THE FOUNDATION WAS RESPONSIVE TO THE UNIVERSITIES BY PROVIDING FUNDS WHEN THEY REQUEST THEM. THE ONLY ASSETS OF THE FOUNDATION ARE THE INVESTMENTS, SO INVESTING THESE FUNDS IS THE ONLY ACTIVITY OF THE FOUNDATION. 0 PUBLICLY TRADED STOCK 1170614 F COMMODITIES 19339 F FIXED INCOME 285417 F 1475370 X PART X, LINE 2: THE FOUNDATION RECOGNIZES IN ITS FINANCIAL STATEMENTS THE FINANCIAL EFFECTS OF A TAX POSITION, IF THAT POSITION IS MORE LIKELY THAN NOT OF BEING SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN BY THE FOUNDATION WOULD MORE LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS. 1 TEXAS CHRISTIAN UNIVERSITY 2800 S UNIVERSITY DR FORT WORTH TX 76129 750827465 501(C)(3) 54452 0 SUPPORT OF EDUCATION BAYLOR UNIVERSITY SCHOOL OF MEDICINE ONE BEAR PLACE WACO TX 76798 741613878 501(C)(3) 54451 0 SUPPORT OF EDUCATION PART I, LINE 2: THE FOUNDATION WAS CREATED FOR THE PURPOSE OF SUPPORTING TEXAS CHRISTIAN UNIVERSITY AND BAYLOR UNIVERSITY SCHOOL OF MEDICINE AND MAKES ANNUAL CONTRIBUTIONS TO EACH ENTITY FOR THE PURPOSE OF SUPPORTING THEM IN THEIR EDUCATIONAL MISSION. 0 0 0 0 0 0 0 0 0 JUSTIN SAFRAN TRUSTEE 0 545574 0 265323 0 63326 0 338459 0 35449 0 1248131 0 0 DANIEL PULLIN TRUSTEE 0 523619 0 0 0 1098 0 44900 0 35682 0 605299 0 0 FORM 990, PART VI, SECTION B, LINE 11B THIS FORM IS REVIEWED BY DR. LARRY LOCKWOOD ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THIS FORM IS MAINTAINED IN THE ADMINISTRATIVE AND ACCOUNTING OFFICES OF THE TCU NEELEY SCHOOL OF BUSINESS FOR REVIEW BY ANY REQUESTING PARTY. PART XII, LINE 2C THERE WAS NO CHANGE IN THE SELECTION/OVERSIGHT PROCESS FROM PRIOR YEAR. TEXAS CHRISTIAN UNIVERSITY 2800 S UNIVERSITY DR FORT WORTH TX 76129 750827465 UNIVERSITY TX 501(C)(3) LINE 2 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0