2023-10-26T09:02:11-05:00 2023-04-30 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2022-05-01 746053822 The DeBakey Medical Foundation DEBA 7137903155 One Baylor Plaza MS BCM 390 Houston TX 77030 Dr Herbert D Short III Pres/Trustee 7137903155 2023-10-26 1 Dr Herbert D Short III 999009999 0 Kurt Coburn P01638285 7134395739 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 79247062 X X 3527 3527 1798772 1798772 27940 493270 27940 1830239 1830239 120000 24000 96000 7650 1530 6120 10000 5000 5000 206307 206307 0 69759 69759 0 99617 3849 95768 513333 310445 202888 3138188 3138188 3651521 310445 3341076 -1821282 1519794 100691 280154 280154 1018442 1109553 1109553 500 500 500 225040 225040 187302 12101246 12101246 76502261 1113745 1113745 1066260 139914 139914 139914 101032 14845109 14970152 79247062 0 0 X 14845109 14970152 14845109 14970152 14845109 14970152 14845109 -1821282 1946325 14970152 0 14970152 Publicly traded securities 493260 465330 27930 27930 Securities litigation distribution 10 10 10 27940 21125 0 21125 0 21125 26057 0 6000 0 32057 X 0 10932 10932 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 None Rubye Triplett 7139326809 1511 Bingle Rd Ste A-1 Houston TX 77055 0 0 0 0 1 0 0 0 0 1 2021 0 0 0 0 0 0 0 0 0 0 0 0 0 Dr Herbert D Short III One Baylor Plaza MS BCM 390 Houston TX 77030 Pres/Trustee 10.00 100000 0 0 Dr George P Noon One Baylor Plaza MS BCM 390 Houston TX 77030 Treas/Trustee 1.00 5000 0 0 Dr Charles H McCollum One Baylor Plaza MS BCM 390 Houston TX 77030 Sec/Trustee 1.00 5000 0 0 William H Caudill One Baylor Plaza MS BCM 390 Houston TX 77030 Trustee 1.00 5000 0 0 David Lummis One Baylor Plaza MS BCM 390 Houston TX 77030 Trustee 1.00 5000 0 0 NONE 0 Fayez Sarofim & Co 909 Fannin St 2907 Houston TX 77010 Investment Mgmt 206307 0 0 74272467 1576292 101032 75949791 0 0 75949791 1139247 74810544 3740527 3740527 21125 21125 3719402 0 3719402 0 3719402 3341076 0 3341076 3719402 3289544 0 0 3341076 3289544 0 0 51532 0 0 0 0 0 0 0 0 3667870 0 0 0 X Baylor College of Medicine PO Box 4976 Houston TX 77210 N/A PC Micheal E. DeBakey Library and Museum and new medical school building 2063188 Baylor University One Bear Place 971026 Waco TX 76798 N/A PC Medical Humanities Program in the College of Arts and Sciences 350000 Baylor College of Medicine PO Box 4976 Houston TX 77210 N/A PC Michael E. DeBakey Excellence in Research Awards 50000 Baylor College of Medicine PO Box 4976 Houston TX 77210 N/A PC George P. Noon, M.D. Endowed Chair in Surgery 500000 The John P McGovern Museum of Health and Medical Science 1515 Hermann Drive Houston TX 77004 N/A PC Supporting the Michael E. DeBakey Cell Lab 175000 3138188 0 14 3527 14 1798772 18 27940 0 1830239 0 1830239 0 0 0 0 0 0 0 0 0 0 Accounting 6000 3000 3000 Tax compliance 4000 2000 2000 200,000 AmEx Note 3.4% 02/27/23 192103 190466 175,000 Morgan Stanley 3.625% 01/20/27 173027 168469 175,000 Goldman Sachs 3.85% 01/26/27 171438 169367 175,000 JPMorgan Chase 2.95% 10/01/26 170243 166054 100,000 Home Depot, Inc. 2.7% 04/15/2030 107302 91138 100,000 Visa 2.05% 4/15/2030 105072 87492 200,000 Amazon Com Inc Note 3.45% 4/13 194560 193274 19,000 shs Abbott Laboratories 245510 2098930 15,000 shs AbbVie Inc 15000 2266800 2,500 shs Air Products & Chemicals Inc 105748 735900 35,000 shs Altria Group Inc 29837 1662850 8,500 shs American Express Company 151606 1371390 63,000 shs Apple Inc 336989 10689840 5,000 shs ASML Holding NV 490637 3184300 7,000 shs Automatic Data Processing 169931 1540000 3,100 shs BlackRock Inc 772012 2080720 10,000 shs Canadian Pacific Railway Ltd 240625 788400 18,000 shs Chevron Corporation 471235 3034440 9,000 shs Chubb Ltd 916085 1814040 34,000 shs Comcast Corporation 826098 1406580 14,000 shs ConocoPhillips 528732 1440460 15162 shs Exxon Mobil Corporation 189828 1794271 10,000 shs Intercontinental Exchange Inc 485701 1089300 3,400 shs Johnson & Johnson 16135 556580 18,000 shs JPMorgan Chase & Co 469014 2488320 3,000 shs Kellogg Company 97710 209310 7,600 shs Mcdonald's Corp 186933 2247700 1,700 shs Microsoft Corporation 88885 522342 24,000 shs Nestle S A/S ADR 85750 3088008 6,000 shs Novartis AG 425291 615420 30,000 shs Novo Nordisk A/S 319555 5012700 8,400 shs PepsiCo Inc 83399 1603476 40,000 shs Philip Morris Intl Inc 122417 3998800 4,300 shs Linde PLC Com Euro001(Praxair 227125 1588635 16,400 shs Proctor & Gamble 8021 2564632 20,000 shs Roche Holdings 447215 787460 5,000 shs S&P Global Inc 246904 1812900 19,000 shs Texas Instruments Inc 749951 3176800 57,000 shs The Coca-Cola Co 81733 3656550 7,400 shs Union Pacific Corporation 742740 1448180 7,000 shs Visa Inc Class A 487163 1629110 7,656 shs Disney Walt Co 415892 784740 8,617 shs Advanced Micro Devices Inc. 0 770101 1,200 shs Alcon Inc 0 86976 6,000 shs Raytheon Technologies Co 448683 599400 3,000 shs Otis Worldwide Co 212614 255900 shs Xilinx Incorporated 162542 0 225040 187302 0 0 Office expenses - reimburse Baylor 90255 0 90255 Insurance 7527 3764 3763 Land maintenance 85 85 0 Medical Student Poetry Program 1750 0 1750 Difference between FMV and Basis in stock grants 1946325 Investment advisor fees 206307 206307 0 Ad Valorem tax 2901 2901 0 Foreign tax 66858 66858 0