2024-11-13T18:46:50-06:00 2023-12-31 721396621 CARR RIGGS & INGRAM LLC 12400 COIT ROAD SUITE 1000 DALLAS TX 75251 990PF 2023-01-01 752802707 LUMRY FAMILY FOUNDATION LUMR 2143737374 10100 N CENTRAL EXPY 100 DALLAS TX 75231 WILLIAM R LUMRY PRESIDENT 2143737374 2024-11-11 1 0 SARAH R FREEMAN CPA P01318408 2143465800 2024-11-08 2023 2024-10-15 13:58:12Z X 819562 X X 431 431 18658 18658 -311 13113 19318 13113 32202 32202 0 0 0 3938 3743 0 3938 3743 0 35153 35153 39091 3743 35153 -6889 28459 50067 17674 17674 6152 7018 7018 560 444 444 375490 381694 522119 210160 232414 216412 57144 55895 55895 18492 18492 699573 695139 819562 28714 32709 28714 32709 X 670859 662430 670859 662430 699573 695139 670859 -6889 0 663970 1540 662430 EAST RIM RANCH, LP PASSTHROUGH ACTIVITY P 2022-01-01 2023-12-31 95 95 95 AQR LARGE CAP MULTI-STYLE P 2022-01-01 2023-06-13 5490 6205 -715 -715 CAPITAL GAINS DIVIDENDS P 13733 13733 13733 13113 396 0 396 0 396 840 0 0 0 840 0 444 444 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A WILLIAM R LUMRY 2143737374 10100 N CENTRAL EXPY STE 100 DALLAS TX 75231 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM R LUMRY 10100 N CENTRAL EXPY 100 DALLAS TX 75231 PRESIDENT/ TREASURER 5.00 0 0 0 ROZALIA N LUMRY 10100 N CENTRAL EXPY 100 DALLAS TX 75231 VICE PRESIDENT 1.00 0 0 0 RANDALL LUMRY 10100 N CENTRAL EXPY 100 DALLAS TX 75231 OFFICER 0.00 0 0 0 ARIEL LUMRY 10100 N CENTRAL EXPY 100 DALLAS TX 75231 OFFICER 0.00 0 0 0 NONE 0 NONE 0 0 684998 42538 0 727536 0 0 727536 10913 716623 35831 35831 396 396 35435 0 35435 0 35435 35153 0 35153 35435 35005 0 0 35153 35005 0 0 148 0 0 0 0 0 0 0 0 35287 0 0 0 X AAAAI 555 EAST WELLS ST STE 1100 MILWAUKEE WI 53202 NONE PUBLIC CHARITABLE 325 AMERICAN JEWISH COMMITTEE PO BOX 7247 PHILADELPHIA PA 19170 NONE PUBLIC CHARITABLE 360 ARMY SCHOLARSHIP 11700 PRESTON ROAD SUITE 660-301 DALLAS TX 75230 NONE PUBLIC CHARITABLE 2000 B'NAI VAIL 19 VAIL ROAD VAIL CO 81657 NONE PUBLIC CHARITABLE 650 DALLAS ARBORETUM 8617 GARLAND ROAD DALLAS TX 75218 NONE PUBLIC CHARITABLE 151 DALLAS HOLOCAUST MUSEUM AND CENTER 211 N RECORD STREET DALLAS TX 75202 NONE PUBLIC CHARITABLE 150 DALLAS INTERNATIONAL SCHOOL 6039 CHURCHILL WAY DALLAS TX 75230 NONE PUBLIC CHARITABLE 104 DALLAS MUSEUM OF ART 1717 NORTH HARWOOD DALLAS TX 75201 NONE PUBLIC CHARITABLE 255 DALLAS SYMPHONY ORCHESTRA DEVELOPMENT FUND 2301 FLORA STREET DALLAS TX 75201 NONE PUBLIC CHARITABLE 1638 DCMS FOUNDATION 140 E 12TH ST DALLAS TX 75203 NONE PUBLIC CHARITABLE 1500 EAST WEST MINISTRIES 2001 W PLANO PKWY 3000 PLANO TX 75075 NONE PUBLIC CHARITABLE 2005 FAMILY PLACE 4300 MACARTHUR AVE DALLAS TX 75209 NONE PUBLIC CHARITABLE 1075 FRIENDS OF IDF 4925 GREENVILLE AVE SUITE 200 DALLAS TX 75206 NONE PUBLIC CHARITABLE 6100 FRIENDS OF THE KATY TRAIL 3523 MCKINNEY AVENUE PMB 441 DALLAS TX 75204 NONE PUBLIC CHARITABLE 500 GENESIS WOMEN'S SHELTER & SUPPORT 4411 LEMMON AVENUE SUITE 201 DALLAS TX 75219 NONE PUBLIC CHARITABLE 1000 IMMUNE DEFICIENCY FOUNDATION 7550 TEAGUE ROAD SUITE 220 HANOVER MD 21076 NONE PUBLIC CHARITABLE 100 JEWISH COMMUNITY CENTER OF DALLAS 7900 NORTHAVEN RD DALLAS TX 75230 NONE PUBLIC CHARITABLE 492 JEWISH FEDERATION OF DALLAS 7800 NORTHAVEN RD DALLAS TX 75230 NONE PUBLIC CHARITABLE 4250 LEUKEMIA & LYMPHOMA SOCIETY 9 ERIE DRIVE 101 NATICK MA 01760 NONE PUBLIC CHARITABLE 500 LITERACY ACHIEVES 6329 RIDGECREST DALLAS TX 75231 NONE PUBLIC CHARITABLE 1000 LOVERS LANE UNITED METHODIST CHURCH FOUNDATION 9200 LOVERS LANE DALLAS TX 75220 NONE PUBLIC CHARITABLE 2000 MCELROY CEMETARY FOUNDATION PO BOX 1126 WYNNE AR 72396 NONE PUBLIC CHARITABLE 500 MEDS FOR AFRICA 12830 HILLCREST RD STE 216D DALLAS TX 75230 NONE PUBLIC CHARITABLE 500 NORTH TEXAS FOOD BANK 4500 S COCKRELL HILL ROAD DALLAS TX 75236 NONE PUBLIC CHARITABLE 500 PEROT MUSEUM OF NATURE AND SCIENCE 2201 N FIELD ST DALLAS TX 75201 NONE PUBLIC CHARITABLE 250 SARAH T HUGHES DIVERSITY SCHOLARSHIP FUND 2101 ROSS AVENUE DALLAS TX 75201 NONE PUBLIC CHARITABLE 270 TEMPLE EMANU-EL EDUCATION FUND 8500 HILLCREST ROAD DALLAS TX 75225 NONE PUBLIC CHARITABLE 3701 TEXAS A&M FORMER CORPS OF CADETS ASSN 1134 FINFEATHER ROAD BRYAN TX 77803 NONE PUBLIC CHARITABLE 325 TEXAS A&M FORMER STUDENTS ASSN 505 GEORGE BUSH DRIVE COLLEGE STATION TX 77840 NONE PUBLIC CHARITABLE 762 TEXAS STATE FAIR YOUTH SCHOLARSHIP FUND 3921 MARTIN LUTHER KING JR BLVD DALLAS TX 75210 NONE PUBLIC CHARITABLE 500 THE RUDDER ASSOCIATION 1511 SOUTH TEXAS AVE BOX 307 COLLEGE STATION TX 77840 NONE PUBLIC CHARITABLE 50 TZU ZOO RESCUE PO BOX 796743 DALLAS TX 75379 NONE PUBLIC CHARITABLE 250 USO WORLD HEADQUARTERS PO BOX 96860 WASHINGTON DC 20077 NONE PUBLIC CHARITABLE 250 VAIL VALLEY PARTNERSHIP 97 MAIN STREET STE E-201 EDWARDS CO 81632 NONE PUBLIC CHARITABLE 40 VALLEY RALLY LTD PO BOX 230 AVON CO 81620 NONE PUBLIC CHARITABLE 100 VOGEL ALCOVEJEWISH COALITION FOR THE HOMELESS 7557 RAMBLER ROAD STE 262 DALLAS TX 75231 NONE PUBLIC CHARITABLE 1000 35153 0 14 431 14 18658 14 14 -311 18 13113 0 31891 0 31891 0 0 0 0 0 0 0 0 0 0 PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 12/31/2018. DFA DIVERSIFIED FIXED IN 213931 198543 VANGUARD SHORT-TERM BOND ETF 18483 17869 AQR LG CAP MULTI STYLE 29314 36091 BRIDGEWAY OMNI SM CAP 94723 124020 DFA COMMODITY STRATEGY 27673 23690 DFA EMERGING MARKETS CORE EQUITY 22293 41450 DFA INTERNATIONAL CORE EQUITY 14980 28518 DFA INTERNATIONAL REAL EQUITY 9392 8250 DFA INTERNATIONAL SMALL CAP VALUE 51617 57127 DFA INTERNATIONAL VALUE III 56045 60999 DFA REAL ESTATE SECURITIES 6110 14396 DFA US CORE EQUITY 2 PORT 69547 127578 EAST RIM RANCH AT COST 32944 32944 LAND FUND MANAGER, LP AT COST 22951 22951 PENALTIES 314 TAXES PAID 1226 BANK FEES 99 0 0 OFFICE EXPENSE 96 0 0 LAND FUND MANAGER, LP ORDINARY LOSS 400 400 0 EAST RIM RANCH, LP ORDINARY LOSS 659 659 0 INVESTMENT FEES 2373 2373 0 LAND FUND MANAGER, LP RENTAL LOSS 311 311 0