2024-06-06T14:15:03-05:00 2023-12-31 331197384 ANDERSEN TAX LLC 5420 LBJ FREEWAY STE 410 LINCOLN CTR II DALLAS TX 75240 990PF 2023-01-01 470999501 SUSSER FAMILY FOUNDATION SUSS 2149564154 100 CRESCENT COURT 575 DALLAS TX 75201 SAM L SUSSER PRESIDENT 2149564154 2024-06-06 1 SAM SUSSER XXX-XX-XXXX 1 JOHN-MARK MALOUF P01870157 9727554750 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 5688600 X X 1192 1192 108451 108451 76 76 76 -11508 0 -47191 0 0 51020 109719 0 0 0 0 0 13750 0 0 13750 16007 16007 0 0 2761 1485 0 0 399 399 0 0 32917 17891 0 13750 310626 310626 343543 17891 0 324376 -292523 91828 0 154114 28718 28718 2120 8724 8724 1874411 1874411 3804467 608826 608826 559772 -1856422 -2034754 1286919 783049 485925 5688600 0 0 X 0 0 0 0 783049 485925 783049 485925 783049 485925 783049 -292523 49 490575 4650 485925 ENERGY TRANSFER LP - LONG TERM CAPITAL GAIN P 2023-12-31 -11416 -11416 ENERGY TRANSFER LP - 1231 LOSS P 2023-12-31 -92 -92 -11508 1276 0 1276 0 1276 12120 0 0 0 12120 0 10844 10844 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 0 0 1 N/A SAM L SUSSER 2149564154 100 CRESCENT COURT SUITE 575 DALLAS TX 75201 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SAM L SUSSER 100 CRESCENT COURT SUITE 575 DALLAS TX 75201 PRESIDENT 1.00 0 0 0 CATHERINE G SUSSER 100 CRESCENT COURT SUITE 575 DALLAS TX 75201 TREASURER/SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 5222246 133355 0 5355601 0 0 5355601 80334 5275267 263763 263763 1276 1276 262487 0 262487 0 262487 324376 0 324376 262487 0 0 45663 572618 618281 324376 0 0 0 262487 61889 0 0 680170 0 0 0 0 0 0 45663 634507 572618 61889 SAM L SUSSER 100 CRESCENT COURT SUITE 575 DALLAS TX 75201 2149564154 WRITTEN SUBMISSIONS ONLY NONE NONE AMERICAN FRIENDS OF ALYN HOSPITAL INC 122 EAST 42ND STREET NO 1519 NEW YORK NY 10168 NONE PC PHILANTHROPIC 1800 BOY SCOUTS OF AMERICA SOUTH TEXAS COUNCIL 700 EVERHART ROAD BUILDING A CORPUS CHRISTI TX 78411 NONE PC PHILANTHROPIC 7500 BOYS & GIRLS CLUBS OF GREATER DALLAS PO BOX 140189 DALLAS TX 752140189 NONE PC PHILANTHROPIC 500 CAROLINE DORMON NATURE PRESERVE TRUST PO BOX 226 NATCHITOCHES LA 71458 NONE PC PHILANTHROPIC 360 CHARITY LEAGUE INC PO BOX 6757 CORPUS CHRISTI TX 78466 NONE PC PHILANTHROPIC 250 CHRISTUS SPOHN HEALTH SYSTEM FOUNDATION 600 ELIZABETH STREET CORPUS CHRISTI TX 78404 NONE PC PHILANTHROPIC 20000 CIRCLE TEN COUNCIL 8605 HARRY HINES BLVD DALLAS TX 75235 NONE PC PHILANTHROPIC 24847 COMMUNITY PARTNERS OF DALLAS 7950 ELMBROOK DRIVE DALLAS TX 75247 NONE PC PHILANTHROPIC 15000 CONGREGATION BETH ISRAEL 4402 SARATOGA BOULEVARD CORPUS CHRISTI TX 78413 NONE PC RELIGIOUS 18315 CORPUS CHRISTI MUSEUM OF SCIENCE AND HISTORY 1900 NORTH CHAPARRAL STREET CORPUS CHRISTI TX 78401 NONE PC PHILANTHROPIC 5000 CORPUS CHRISTI POLICE FOUNDATION PO BOX 803 CORPUS CHRISTI TX 78403 NONE PC PHILANTHROPIC 1000 DALLAS FOUNDATION 3000 PEGASUS PARK DRIVE 930 DALALS TX 75247 NONE PC PHILANTHROPIC 1000 DALLAS HOLOCAUST AND HUMAN RIGHTS MUSEUM 300 NORTH HOUSTON STREET DALLAS TX 75202 NONE PC PHILANTHROPIC 12500 DRISCOLL CHILDREN'S HOSPITAL 3533 SOUTH ALAMEDA STREET CORPUS CHRISTI TX 78411 NONE PC PHILANTHROPIC 1880 FOUNDATION FOR DEFENSE OF DEMOCRACIES PO BOX 33249 WASHINGTON DC 20033 NONE PC PHILANTHROPIC 10000 FOUNDATION FOR PRADER-WILLI RESEARCH 440 NORTH BARRANCA AVENUE 3620 COVINA CA 91723 NONE PC PHILANTHROPIC 360 GENESIS WOMEN'S SHELTER & SUPPORT 4411 LEMMON AVENUE 201 DALLAS TX 75219 NONE PC PHILANTHROPIC 23500 GLORIA HICKS ELEMENTARY SCHOOL 3602 MCARDLE ROAD CORPUS CHRISTI TX 78415 NONE PC PHILANTHROPIC 100 HANNON CUP ASSOCIATION 2200 UNIVERSITY CLUB DRIVE AUSTIN TX 78732 NONE PC PHILANTHROPIC 1000 HOLDSWORTH CENTER 4907 RANCH RD2222 AUSTIN TX 78731 NONE PC PHILANTHROPIC 8400 JEWISH COMMUNITY COUNCIL OF CORPUS CHRISTI 750 EVERHART ROAD CORPUS CHRISTI TX 78411 NONE PC PHILANTHROPIC 1860 JEWISH FEDERATION OF GREATER DALLAS 7800 NORTHAVEN ROAD DALLAS TX 75230 NONE PC PHILANTHROPIC 22400 LELAND STANFORD JUNIOR UNIVERSITY 326 GALVEZ STREET STANFORD CA 943056003 NONE PC PHILANTHROPIC 10000 MD ANDERSON CANCER CENTER PO BOX 4486 HOUSTON TX 77210 NONE PC PHILANTHROPIC 139 MEADOWS MENTAL HEALTH POLICY INSTITUTE 2800 SWISS AVENUE DALLAS TX 75204 NONE PC PHILANTHROPIC 5000 NEW LIFE REFUGE MINISTRIES PO BOX 9157 CORPUS CHRISTI TX 78469 NONE PC PHILANTHROPIC 2500 POCA INC 5325 YORKTOWN BLVD SUITE 201 CORPUS CHRISTI TX 78413 NONE PC PHILANTHROPIC 200 ROHR CHABAD JEWISH STUDENT CENTER 2101 NUECES STREET AUSTIN TX 78705 NONE PC PHILANTHROPIC 18000 ROTARY CLUB OF SOUTHSIDE CORPUS CHRISTI PO BOX 8902 CORPUS CHRISTI TX 784688902 NONE PC PHILANTHROPIC 500 SOUTHERN METHODIST UNIVERSITY PO BOX 750402 DALLAS TX 75275 NONE PC PHILANTHROPIC 25000 TENNIS SUCCESS PO BOX 71647 CORPUS CHRISTI TX 784671647 NONE PC PHILANTHROPIC 1000 TEXAS BUSINESS HALL OF FAME PO BOX 22048 HOUSTON TX 77027 NONE PC PHILANTHROPIC 8000 TEXAS EXES PO BOX 7278 AUSTIN TX 787137278 NONE PC PHILANTHROPIC 125 TEXAS STATE AQUARIUM 2710 NORTH SHORELINE BOULEVARD CORPUS CHRISTI TX 78402 NONE PC PHILANTHROPIC 1000 TRIUMPH OVER KID CANCER FOUNDATION 723 COLEMAN AVENUE CORPUS CHRISTI TX 78401 NONE PC PHILANTHROPIC 1000 UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7458 AUSTIN TX 78713 NONE PC PHILANTHROPIC 3000 UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7458 AUSTIN TX 78713 NONE PC PHILANTHROPIC- FOR THE BENEFIT OF THE SAM E SUSSER ENDOWED SCHOLARSHIP AND SOPHIE R SUSSER ENDOWED SCHOLARSHIP 50000 UNIVERSITY OF TEXAS AT DALLAS 800 WEST CAMPBELL ROAD SPN 10 RICHARDSON TX 75080 NONE PC PHILANTHROPIC 1000 UT SOUTHWESTERN MEDICAL CENTER PO BOX 910888 DALLAS TX 753910888 NONE PC PHILANTHROPIC 2340 WORLD AFFAIRS COUNCIL OF DALLASFORT WORTH 325 NORTH ST PAUL STREET SUITE 4200 DALLAS TX 75201 NONE PC PHILANTHROPIC 4250 310626 0 14 1192 14 108451 16 76 18 -11508 ENERGY TRANSFER, LP 211100 -47191 -47191 98211 0 51020 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 13750 0 0 13750 SPDR BLOOMBERG HIGH YIELD BOND 70151 56649 VANGUARD INT-TERM CORPORATE 538675 503123 SPDR DOW JONES REIT ETF 71780 72443 VANGUARD FTSE DEVELOPED ETF 404590 498400 VANGUARD FTSE EMERGING MARKE 122505 124122 VANGUARD TOTAL STOCK MKT ETF 1122891 2914248 XTRACKERS MSCI EAFE HEDGED E 152645 195254 ENERGY TRANSFER LP -1856422 -2034754 1286919 NONDEDUCTIBLE CHARITABLE CONTRIBUTIONS 4650 BANK CHARGES & FEES 21 21 0 0 CHARITABLE CONTRIBUTIONS - ENERGY TRANSFER, LP 111 111 0 0 NONDEDUCTIBLE EXPENSES - ENERGY TRANSFER, LP 267 267 0 0 ENERGY TRANSFER, LP -47191 0 PRIOR PERIOD ADJUSTMENT 49 FOREIGN TAX EXPENSE 1485 1485 0 0 EXCISE TAX BASED ON INVESTMENT INCOME 1276 0 0 0