2024-06-21T10:25:46-05:00 2023-12-31 873838451 WENDLER PLLC 820 GESSNER RD STE 650 HOUSTON TX 77024 990PF 2023-01-01 616449625 DONNA CATHERINE MACDONALD CHARITABLE TRUST DONN 4138226101 720 PEARL STREET 2B BOULDER CO 80302 COMPASS BANK TRUSTEE 4138226101 2024-06-21 1 COMPASS BANK 999009999 0 ALLEN W WENDLER P00804505 7133517100 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 8658929 X X 78240 49768 100678 100678 125100 125100 110032 58967 942250 58967 14771 14771 377756 349284 0 0 0 7060 3530 3530 68782 34391 34391 29978 19636 10342 5353 5228 125 111173 62785 48388 362605 362605 473778 62785 410993 -96022 286499 216321 93889 93889 23677 23677 23677 645243 5599008 5593206 7770308 11 11 149489 5839017 5710783 8658929 0 0 X 4453094 4453094 0 0 1385923 1257689 5839017 5710783 5839017 5710783 5839017 -96022 0 5742995 32212 5710783 PUBLICLY TRADED SECURITIES P 253246 264348 -11102 -11102 PUBLICLY TRADED SECURITIES P 686625 618472 68153 68153 PUBLICLY TRADED SECURITIES P 2373 463 1910 1910 CAPITAL GAINS DIVIDENDS P 6 6 6 58967 3982 0 3982 0 3982 2404 0 6000 0 8404 65 4357 4357 0 0 0 0 0 0 0 0 0 0 0 1 1 TX CO 1 0 0 0 0 1 N/A LANSING E CRANE 4138226101 720 PEARL STREET UNIT 2B BOULDER CO 80302 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LANSING E CRANE 720 PEARL STREET UNIT 2B BOULDER CO 80302 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 5764981 155105 2194452 8114538 0 0 8114538 121718 7992820 399641 399641 3982 3982 395659 0 395659 0 395659 410993 0 410993 395659 362605 0 0 410993 362605 0 0 48388 0 0 0 0 0 0 0 0 347271 0 0 0 X ST LUKE'S FOUNDATION 1213 HERMANN DRIVE SUITE 855 HOUSTON TX 77004 PC CHARITABLE 362605 362605 0 14 78240 14 100678 16 110032 14 14771 18 58967 0 362688 0 362688 13 ALL NET INCOME OF THE TRUST SHALL BE PAID TO ST. LUKE'S EPISCOPAL HOSPITAL, HOUSTON, TEXAS. THE FUNDS SHALL BE USED TO PROMOTE, ENCOURAGE AND FACILITATE STUDY, INVESTIGATION OR RESEARCH IN THE FIELD OF BACTERIOLOGY AND CLINICAL PATHOLOTY IN THE LABORATORY OF ST. LUKE'S EPISCOPAL HOSPITAL. 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 7060 3530 3530 ACCORDING TO REGULATIONS SECTION 53.4942(A)-3(D)(2), THE FOUNDATION ELECTS TO APPLY ALL OF THE 2023 QUALIFYING DISTRIBUTIONS REMAINING AFTER REDUCING THE 2022 UNDISTRIBUTED INCOME TO ZERO TO UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2022. LAND 4827 0 4827 LAND 6699 0 6699 LAND 12151 0 12151 INTEREST IN PARTNERSHIPS AT COST 368559 1803570 MUNICIPAL BONDS AT COST 861958 842573 EQUITIES AT COST 2764325 3610456 CORPORATE BONDS AT COST 1598364 1513709 OTHER INTERESTS 11 11 149489 OTHER DECREASES 32212 OIL & GAS ROYALTY EXPENSES 4949 4949 0 INSURANCE - NON RENTAL 125 0 125 INSURANCE 279 279 0 ROYALTY INCOME 14742 14742 14742 SETTLEMENT INCOME 29 29 29 INVESTMENT MANAGEMENT FEES 68782 34391 34391 OIL & GAS PRODUCTION TAXES 869 869 0 AD VALOREM TAXES 653 653 0 FOREIGN TAXES 3325 3325 0 REAL ESTATE TAXES - NON RENTAL 342 0 342 INESTMENT INCOME TAX 10000 0 10000 REAL ESTATE TAXES 14789 14789 0