2023-11-07T08:38:10-06:00 2022-12-31 746039142 ESTATE OF THOMAS O'CONNOR 201 E SANTA ROSA VICTORIA TX 77901 990PF 2022-01-01 742527227 THE O'CONNOR & HEWITT FOUNDATION OCON 3615786271 P O BOX 400 VICTORIA TX 779020400 ELLEN H SANDERS EXECUTIVE DIRECTOR 3615786271 2022-11-06 1 ELLEN SANDERS XXX-XX-XXXX 1 EARL T FALES CPA P00145032 3615786271 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 37051843 X 146695 13196 13196 510691 510691 -1748672 12578275 0 103 103 -1077987 523990 76307 7631 68676 5837 584 5253 167443 167443 0 14680 9977 0 62 6 363 26 231 264692 185667 74160 2205668 2205668 2470360 185667 2279828 -3548347 338323 856640 1636816 1636816 30475 7178 30475 30475 27729474 25456127 34171073 3319237 1256676 1213387 15850 0 0 9076 8984 154 92 92 31928533 28380186 37051843 0 0 X 0 0 0 0 31928533 28380186 31928533 28380186 31928533 28380186 31928533 -3548347 0 28380186 0 28380186 PUBLICLY TRADED SECURITIES P 12296446 13939744 -1643298 -1643298 PUBLICLY TRADED SECURITIES D 281829 220345 61484 61484 -1581814 4703 0 4703 0 4703 35178 0 0 0 35178 0 30475 30475 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 NONE MARY KAY JANSSEN 3615786271 201 E SANTA ROSA VICTORIA TX 77901 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 MARY AUSTIN HEWITT P O BOX 400 VICTORIA TX 779020400 PRESIDENT/DIRECTOR 1.00 0 0 0 DENNIS O'CONNOR HEWITT P O BOX 400 VICTORIA TX 779020400 VICE PRESIDENT/DIRECTOR 1.00 0 0 0 BRUCE WOOLSON P O BOX 400 VICTORIA TX 779020400 SECRETARY/TREASURER/DIRECTOR 0.00 0 0 0 AMY MIORI P O BOX 400 VICTORIA TX 779020400 SECRETARY/TREASURER/DIRECTOR 1.00 0 0 0 ELLEN H SANDERS P O BOX 400 VICTORIA TX 779020400 EXECUTIVE DIRECTOR 30.00 76307 5837 0 BLAND PROCTOR P O BOX 400 VICTORIA TX 779020400 ASSISTANT SECRETARY 1.00 0 0 0 MARY KAY JANSSEN P O BOX 400 VICTORIA TX 779020400 ASSISTANT TREASURER 3.00 0 0 0 ROBERT J HEWITT P O BOX 400 VICTORIA TX 779020400 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 0 40241893 970264 125 41212282 0 0 41212282 2057373 39154909 1957745 1957745 4703 4703 1953042 0 1953042 0 1953042 2279828 0 2279828 1953042 2057373 0 0 2279828 2057373 0 0 222455 0 0 0 0 0 0 0 0 1730587 0 0 0 ELLEN H SANDERS P O BOX 400 VICTORIA TX 779020400 3615786271 APPLICATIONS SHOULD BE IN WRITING, INCLUDE A RESUME OF ACTIVITIES AND A SPECIFIC DOLLAR AMOUNT REQUEST. NONE GENERALLY LIMITED TO RELIGIOUS AND CHARITABLE ORGANIZATIONS IN THE SOUTH TEXAS AREA. AMERICAN RED CROSS - VICTORIA CHAPTER 1501 E RED RIVER STE A-1 VICTORIA TX 77901 N/A PC OPERATING FUNDS FOR THE PREVENTION OF HUMAN SUFFERING IN THE FACE OF EMERGENCIES 7000 ARANSAS COUNTY HISTORICAL SOCIETY P O BOX 702 ROCKPORT TX 78381 N/A PC OPERATIONAL SUPPORT. 5000 BASTROP COUNTY ANIMAL SHELTER P O BOX 1415 BASTROP TX 78602 N/A PC OPERATING SUPPORT FOR PET SHELTER AND ADOPTION AGENCY 10000 BLUEBONNET EQUINE HUMANE SOCIETY INC P O BOX 632 COLLEGE STATION TX 77841 N/A PC OPERATING FUNDS TO EDUCATE OWNERS AND HELP EQUINES IN NEED OF ASSISTANCE 10000 BLUEBONNET YOUTH RANCH P O BOX 90 YOAKUM TX 77995 N/A PC SUPPORT FOR ANNUAL GOLF EVENT AND OPERATING FUNDS FOR THE PREVENTION OF CRUELTY TO CHILDREN 5000 BOY SCOUTS OF AMERICA - SOUTH TEXAS COUNCIL 700 EVERHART ROAD BLDG A CORPUS CHRISTI TX 78411 N/A PC PREPARE YOUNG PEOPLE TO MAKE ETHICAL CHOICES BY INSTILLING THE VALUES OF THE SCOUT OATH AND LAW 5000 CAL FARLEY'S BOYS RANCH & AFFILIATES 600 SW 11TH AVE AMARILLO TX 791013228 N/A PC OPERATING FUNDS TO PREVENT CRUELTY TO CHILDREN 1000 CAT TALES RESCUE TEXAS P O BOX 1497 ROCKPORT TX 78381 N/A PC OPERATIONAL SUPPORT. 10000 CHILDREN'S DISCOVERY MUSEUM INC P O BOX 3781 VICTORIA TX 77903 N/A PC UNDERWRITING OF ANNUAL FUNDRAISING GALA 10000 CHISHOLM TRAIL HERITAGE MUSEUM P O BOX 866 CUERO TX 77954 N/A PC FUND MUSEUM OPERATIONS 1500 CHRIST'S KITCHEN P O BOX 3391 VICTORIA TX 77903 N/A PC PROVIDE MEALS FOR THE HUNGRY IN VICTORIA 60000 CITY OF VICTORIA P O BOX 1758 VICTORIA TX 779021758 N/A GOV SUPPORT FOR VIVA FILM FESTIVAL. 25000 COUNTY OF REFUGIO - DENNIS M O'CONNOR LIBRARY 815 S COMMERCE REFUGIO TX 78377 N/A GOV LIBRARY OPERATIONS 40000 DOROTHY H O'CONNOR PET ADOPTION CENTER PO BOX 400 VICTORIA TX 779020400 N/A POF OPERATING SUPPORT FOR PET SHELTER AND ADOPTION AGENCY 490973 FOOD BANK OF THE GOLDEN CRESCENT P O BOX 5085 VICTORIA TX 77903 N/A PC FUNDING TO FEED THE HUNGRY IN VICTORIA COUNTY 70000 FRIENDS OF THE FULTON MANSION P O BOX 1859 FULTON TX 78358 N/A PC PROVIDE SUPPORT FOR THE FULTON MANSION STATE HISTORIC SITE. 5000 FULTON VOLUNTEER FIRE DEPARTMENT INC P O BOX 503 FULTON TX 78382 N/A PC VOLUNTEER FIRE DEPARTMENT OPERATIONS 5000 GIRL SCOUTS OF GREATER SOUTH TEXAS 104 W RIVER VICTORIA TX 77901 N/A PC OPERATIONAL SUPPORT. 5000 GOLDEN CRESCENT COURT APPOINTED SPECIAL ADVOCATES INC (CASA) P O BOX 1627 VICTORIA TX 779021627 N/A PC OPERATING FUNDS FOR THE PREVENTION OF CRUELTY TO CHILDREN 25000 GOLDEN CRESCENT HABITAT FOR HUMANITY P O BOX 1357 VICTORIA TX 779021357 N/A PC OPERATING FUNDS 50000 GULF BEND CENTER 6502 NURSERY DRIVE SUITE 100 VICTORIA TX 77904 N/A PC OPERATIONAL SUPPORT FOR THE WELLNESS COMMUNITY HOUSING PROGRAM 50000 HOSPICE OF SOUTH TEXAS INC 605 E LOCUST VICTORIA TX 77901 N/A PC OPERATIONAL SUPPORT - ASSISTANCE TO THE TERMINALLY ILL 10000 HUMANE SOCIETY & ADOPTION CENTER OF ROCKPORT-FULTON PO BOX 1502 FULTON TX 78358 N/A PC ANNUAL GALA SUPPORT & OPERATING SUPPORT FOR PET SHELTER AND ADOPTION AGENCYUNDERWRITING OF ANNUAL FUNDRAISING GALA 5000 INEZ VOLUNTEER FIRE DEPARTMENT P O BOX 427 INEZ TX 77968 N/A PC VOLUNTEER FIRE DEPARTMENT OPERATIONS 5000 JUNIOR LEAGUE OF VICTORIA TX INC 202 N MAIN STREET VICTORIA TX 77901 N/A PC UNDERWRITING OF ANNUAL CHARITY BALL 5000 KATHRYN O'CONNOR FOUNDATION P O BOX 400 VICTORIA TX 779020400 N/A PF FUNDING FOR THE OPERATIONS AND REPAIRS OF ST. DENNIS CHURCH 25000 LAMAR VOLUNTEER FIRE DEPARTMENT INC P O BOX 294 FULTON TX 78358 N/A PC VOLUNTEER FIRE DEPARTMENT OPERATIONS 2000 MIDCOAST CONSTRUCTION ACADEMY 1408 N BEN JORDAN VICTORIA TX 77901 N/A PC PURCHASE & RENOVATION OF NEW CLASSROOM. 100000 MID-COAST FAMILY SERVICES 2010 N NAVARRO SUITE A VICTORIA TX 77901 N/A PC PREVENT HOMELESSNESS, FAMILY VIOLENCE & SEXUAL ASSAULT 25000 MORGAN'S WONDERLAND 5223 DAVID EDWARDS DRIVE SAN ANTONIO TX 78233 N/A PC FUNDING TO ACHIEVE MISSION OF INCLUSION: BRINGING TOGETHER THOSE WITH & WITHOUT DISABILITIES FOR FUN AND A BETTER UNDERSTANDING OF ONE ANOTHER IN A COLORFUL & NON-JUDGMENTAL ATMOSPHERE. 20000 PERPETUAL HELP HOME INC P O BOX 276 VICTORIA TX 77902 N/A PC PROVIDE FUNDS TO PROVIDE STABLE TRANSITIONAL HOUSING TO WOMEN AS THEY MAKE POSITIVE LIFE CHANGES 8000 PET ADOPTIONS OF CUERO P O BOX 1073 CUERO TX 77954 N/A PC SUPPORT OF SHELTER OPERATIONS. 5000 PRESBYTERIAN DAY SCHOOL 2408 N NAVARRO VICTORIA TX 77901 N/A PC SUPPORT TO PROVIDE EARLY CHILDHOOD EDUCATION. 5000 PRESIDIO LA BAHIA FOUNDATION P O BOX 57 GOLIAD TX 77963 N/A PC MUSEUM OPERATIONS 5000 PROMISE POINTE P O BOX 2293 VICTORIA TX 77902 N/A PC FUNDING TO HELP BUILD THE RAWLEY MCCOY MICRO ENTERPRISE CENTER 10000 REFUGIO COUNTY ELDERLY SERVICES P O BOX 193 REFUGIO TX 78377 N/A GOV OPERATING FUNDS TO PROVIDE SAFE, INEXPENSIVE TRANSPORTATION & HOME DELIVERED MEALS FOR THE ELDERLY OF REFUGIO COUNTY. 15000 REFUGIO VOLUNTEER FIRE DEPARTMENT P O BOX 398 REFUGIO TX 78377 N/A PC VOLUNTEER FIRE DEPARTMENT OPERATIONS 5000 ROCKPORT CENTER FOR THE ARTS (ROCKPORT ART ASSOCIATION INC) 106 S AUSTIN ST ROCKPORT TX 78382 N/A PC UNDERWRITING OF ANNUAL ART GALA 5000 ROCKPORT VOLUNTEER FIRE DEPARTMENT INC P O BOX 1325 ROCKPORT TX 78381 N/A PC VOLUNTEER FIRE DEPARTMENT OPERATIONS 5000 SALVATION ARMY 1302 N LOUIS ST VICTORIA TX 77901 N/A PC FUNDING TO HELP MEET HUMAN NEEDS 70000 SOUTH TEXAS ZOOLOGICAL SOCIETY - THE TEXAS ZOO 110 MEMORIAL DRIVE VICTORIA TX 77901 N/A PC ZOO OPERATIONS AND SUPPORT FOR ANNUAL FUNDRAISER. 21500 ST JOSEPH HIGH SCHOOL 110 E RED RIVER VICTORIA TX 77901 N/A PC OPERATING AND CAPITAL FUNDS FOR QUALITY RELIGIOUS EDUCATION 149032 ST JOSEPH HIGH SCHOOL 110 E RED RIVER VICTORIA TX 77901 N/A PC PROVIDE EQUIPMENT FOR EDUCATIONAL PURPOSES AT ST. JOSEPH HIGH SCHOOL 146695 TEXAS A&M FOUNDATION - DR BARRETT ENDOWMENT 4461 TAMU COLLEGE STATION TX 778434461 N/A PC SCHOLARSHIPS 2000 TEXAS MARITIME MUSEUM ASSOCIATION INC 1202 NAVIGATION CIRCLE ROCKPORT TX 78382 N/A PC UNDERWRITING OF FUNDRAISING GALA 5000 TEXAS STATE HISTORICAL ASSOCIATION P O BOX 5428 AUSTIN TX 78763 N/A PC OPERATIONAL SUPPORT. 5000 THE 100 CLUB OF ARANSAS COUNTY P O BOX 727 FULTON TX 78358 N/A PC PROVIDE SUPPORT FOR THE LAW ENFORCEMENT COMMUNITY WITH FUNDS FOR NECESSARY ITEMS. 10000 THE 100 CLUB OF VICTORIA P O BOX 5176 VICTORIA TX 779035176 N/A PC PROVIDE SUPPORT FOR LAW ENFORCEMENT AND EMERGENCY SERVICES IN THE COMMUNITY. 10000 THE FOUNDATION FIGHTING BLINDNESS INC 6925 OAKLAND MILLS RD 701 COLUMBIA MD 21045 N/A PC SUPPORT OF RESEARCH FOR PREVENTION, TREATMENTS AND VISION RESTORATION FOR DEGENERATIVE RETINAL DISEASES. 5000 THEATRE VICTORIA 214 N MAIN STREET VICTORIA TX 77901 N/A PC OPERATIONAL SUPPORT TO PROVIDE THE RESIDENTS OF VICTORIA VARIOUS THEATRICAL PRODUCTIONS 10000 TRINITY EPISCOPAL CHURCH 1501 N GLASS VICTORIA TX 77901 N/A PC OPERATIONS AND OTHER CHARITABLE NEEDS OF THE CHURCH 50000 TRINITY EPISCOPAL SCHOOL 1504 N MOODY VICTORIA TX 77901 N/A PC CAPITAL CAMPAIGN 200000 UNIVERSITY OF HOUSTON-VICTORIA 3007 N BEN WILSON VICTORIA TX 77901 N/A GOV INTERNSHIP PROGRAM 50000 VICTORIA BACH FESTIVAL ASSOCIATION INC P O BOX 1086 VICTORIA TX 77902 N/A PC UNDERWRITING OF OPERATIONS AND ANNUAL FESTIVAL 15000 VICTORIA BALLET THEATRE 2508 E MOCKINGBIRD LANE VICTORIA TX 779042443 N/A PC OPERATIONAL SUPPORT 3000 VICTORIA COLLEGE 2200 E RED RIVER VICTORIA TX 77901 N/A PC FUNDING FOR THE MUSEUM OF THE COASTAL BEND 10000 VICTORIA COLLEGE FOUNDATION INC 2200 E RED RIVER VICTORIA TX 77901 N/A PC ANNUAL FUNDING OF HEWITT ENDOWMENT 50000 VICTORIA COLLEGE 2200 E RED RIVER VICTORIA TX 77901 N/A PC FUNDING FOR THE VIRGINIA CALLAHAN WELDER ANNEX ADDITION. 44468 VICTORIA COLLEGE FOUNDATION INC 2200 E RED RIVER VICTORIA TX 77901 N/A PC FUNDING FOR THE MUSEUM OF THE COASTAL BEND - RANCHING EXHIBIT 5000 VICTORIA COUNTY 4-H 528 WACO CIRCLE VICTORIA TX 77904 N/A PC FUNDING FOR SCHOLARSHIPS AND TO PROVIDE QUALITY EDUCATIONAL OPPORTUNITIES 5000 VICTORIA COUNTY MASTER GARDENER ASSOCIATION P O BOX 3822 VICTORIA TX 77903 N/A PC FUNDING TO PROVIDE QUALITY EDUCATIONAL OPPORTUNITIES 1000 VICTORIA COUNTY UNITED WAY INC P O BOX 4031 VICTORIA TX 77903 N/A PC CREATE OPPORTUNITIES FOR A BETTER LIFE FOR VICTORIA COUNTY RESIDENTS 10000 VICTORIA FINE ARTS ASSOCIATION INC P O BOX 1393 VICTORIA TX 77902 N/A PC SCHOLARSHIPS AND FINE ARTS OPPORTUNITIES 3000 VICTORIA PRESERVATION INC P O BOX 1486 VICTORIA TX 77902 N/A PC OPERATIONAL SUPPORT 10000 VICTORIA REGIONAL MUSEUM ASSOCIATION INC P O BOX 1776 VICTORIA TX 77902 N/A PC MUSEUM OPERATIONAL FUNDS AND FUNDING FOR SOFTWARE 12500 VICTORIA ROTARY FOUNDATION INC P O BOX 2301 VICTORIA TX 779022301 N/A PC FUNDING TO IMPROVE THE VICTORIA COMMUNITY 2500 VICTORIA SENIOR CITIZENS CENTER INC - MEALS ON WHEELS SOUTH TEXAS P O BOX 1433 VICTORIA TX 779021433 N/A PC FUNDING TO SUPPORT INDEPENDENT LIVING FOR SENIORS WITHIN VICTORIA COUNTY 100000 VICTORIA SYMPHONY SOCIETY INC 405 E LOMA VISTA VICTORIA TX 77901 N/A PC FUNDING TO PROVIDE QUALITY EDUCATIONAL OPPORTUNITIES AND PROMOTION OF THE ARTS 10000 VINE SCHOOL 2911 D AZALEA ST VICTORIA TX 77901 N/A PC FUNDING FOR NEW BUS AND TO PROVIDE QUALITY EDUCATION TO CHILDREN WITH AUTISM 30000 WARRIOR'S WEEKEND 3603 MIORI LANE VICTORIA TX 77901 N/A PC SUPPORT FOR ANNUAL VICTORIA WARRIOR'S WEEKEND 7500 YMCA OF THE GOLDEN CRESCENT INC 1806 N NIMITZ VICTORIA TX 77901 N/A PC OPERATIONAL SUPPORT 2000 2205668 0 14 13196 14 510691 14 103 18 -1748672 0 -1224682 0 -1224682 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT J HEWITT JR ESTATE P O BOX 400 VICTORIA TX 779020400 146695 X X 1 FILM AND DIGITAL MEDIA EQUIPMENT 146695 2022-11-01 NONE 0 MANAGEMENT DEEMS IT APPROPRIATE, FOR INVESTMENT MANAGEMENT PURPOSES, TO HOLD CASH IN THE AMOUNT OF CHARITABLE DISTRIBUTIONS REQUIRED DURING ANY GIVEN YEAR. THE AMOUNT REPORTED AS CASH SO HELD IS EQUAL TO THE FOUNDATION'S UNDISTRIBUTED INCOME FROM THE PRIOR YEAR. LAPTOP 2014-08-28 3892 3892 SL 5.000000000000 0 0 COMPUTER & MONITOR 2014-08-28 4567 4567 SL 5.000000000000 0 0 DESK 2014-10-01 617 463 SL 10.000000000000 62 0 KATHRYN O'CONNOR FOUNDATION P O BOX 400 VICTORIA TX 779020400 2022-11-18 25000 OPERATIONAL SUPPORT - ST. DENNIS CHURCH, TIVOLI, TX. 25000 NO REPORTS RECEIVED MONTHLY GRANT FUNDS WERE USED BY THE GRANTEE FOR THE INTENDED PURPOSES. APPLE INC. 150060 148712 BLACKROCK INC 151013 147377 FEDERAL HOME LOAN MTG CORP POOL 3405 3338 FISERV INC 75421 72465 LOEWS CORP 125027 123848 MORGAN STANLEY 150087 149876 NOVARTIS CAPITAL CORP 150746 146960 NSTAR ELECTRIC CO 150915 142124 PFIZER INC 98166 94642 SHELL INT'L FIN 101203 86489 UNITEDHEALTH GROUP INC 100633 97556 ACCENTURE PLC 480400 361568 ADOBE INC 1129842 1036176 ALPHABET INC CL C 1874314 1742657 APPLE INC. 166118 993315 ARISTA NETWORKS INC 404397 485400 AUTOZONE INC 447087 616545 BANK OF AMERICA 4% PFD 99298 76160 BERKSHIRE HATHAWAY 2335465 2502090 BLACKROCK INC 171145 350772 BLACKSTONE GROUP INC 99468 148380 BOEING CO 37680 103817 BOOKING HOLDINGS INC 168521 201528 BROADCOM INC 156802 346661 BROOKFIELD ASSET MGMT F 221709 149428 BROOKFIELD CORP 933726 655941 BROWN FORMAN CORP 49605 44728 CELANESE CORP 88141 204480 CISCO SYSTEMS INC 93301 278694 COGNIZANT TECH SOLUTIONS CORP COM 161155 163849 CVS HEALTH CORP 133312 326165 DIAGEO PLC ADR 135667 285104 DOLLAR GENERAL 328711 365189 ELI LILLY & CO 104999 495713 FLEXTRONICS INTL LTD 52284 115991 GOLDMAN SACHS INC 4% PFD 564830 516320 INTERPUBLIC GROUP COS INC 114031 211019 INTUIT INC 1285176 1141971 ISHARES CORE S&P MID-CAP ETF 1371325 3571506 ISHARES CORE S&P SMALL-CAP ETF 380094 631249 ISHARES S&P MID-CAP 400 GROWTH 481919 775888 ISHARES S&P MID-CAP 400 VALUE 517359 951552 JPMORGAN CHASE & CO 101715 388890 LAM RESEARCH CORP 78764 176526 LOCKHEED MARTIN CORP 707674 1039629 MARKEL CORP 383953 388660 MASTERCARD INC 76458 72676 MERCK & CO INC 146149 320091 MICROSOFT CORP 801957 1537486 MONDELEZ INT'L INC 188414 293260 MONSTER BEVERAGE CORP 1010124 1305879 NIKE INC 183036 300482 NXP SEMICONDUCTORS 1067462 820808 QUALCOMM 995228 799374 ROSS STORES INC 1433398 1601766 S&P GLOBAL INC 1305821 1169945 SYSCO CO 119997 191125 TARGET CORP 53135 192262 TE CONNECTIVITY LTD 100352 172200 THERMO FISHER SCIENTIFIC 19892 228536 UNION PACIFIC 118279 289277 UNITED PARCEL SERVICE CL B 114073 280752 UNITEDHEALTH GROUP INC 36148 734299 VISA INC 1586483 1599752 WALT DISNEY CO 41968 143786 WASTE MANAGEMENT 197766 273756 LAPTOP 3892 3892 0 COMPUTER & MONITOR 4567 4567 0 DESK 617 525 92 INSURANCE 257 26 231 MATLINPATTERSON OTHER DEDUCTIONS 106 0 0 MATLINPATTERSON SECURITIZED CREDIT ASP FUND 103 103 103 INVESTMENT ADVISOR FEES 167443 167443 0 FOREIGN TAXES 9977 9977 0 EXCISE TAX 4703 0 0