2025-05-06T16:08:58-05:00 2024-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2024-01-01 746104592 The Powell Foundation POWE 7135237557 2001 Kirby Drive 1011 Houston TX 77019 Katherine Osborne Valdez President/Director 7135237557 2025-05-06 1 0 Barbara Murphy P01386215 7134395739 2025-04-23 2024 2025-03-06 01:10:19Z X 451534153 X X 192493 192493 5995061 5995061 29892901 71573120 29892901 36080455 36080455 86222 4733 81489 942601 47130 895471 274041 13560 260468 11434 0 12780 31600 15800 16100 820048 737937 87972 607145 119049 0 107313 5366 92062 58360 2710 56945 74134 19331 57347 3012898 965616 1560634 18687732 18465732 21700630 965616 20026366 14379825 35114839 975934 968558 968558 4242533 1047999 1047999 102156 36798 48424 48424 3184289 7353624 7353624 391323962 425127438 425127438 20887070 16518110 16518110 470000 470000 470000 470000 421222742 451534153 451534153 108948 198911 1273000 1495000 1381948 1693911 X 419840794 449840242 419840794 449840242 421222742 451534153 419840794 14379825 15619623 449840242 0 449840242 Publicly traded securities 66028321 41680219 24348102 24348102 Capital gain distributions P 5544799 5544799 5544799 29892901 488096 0 488096 0 488096 300000 0 0 0 300000 X 0 188096 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 www.powellfoundation.org Eleisha Nelson-Reed 7135237557 2001 Kirby Drive Suite 1011 Houston TX 77019 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Katherine Osborne Valdez 2001 Kirby Drive Suite 1011 Houston TX 77019 Board President/Director 16.00 86222 3449 0 Ben H Powell V 2001 Kirby Drive Suite 1011 Houston TX 77019 VP/Asst Treasurer/Director 2.00 0 0 0 Charles F Caldwell 2001 Kirby Drive Suite 1011 Houston TX 77019 Secretary/Director 2.00 0 0 0 Harvin C Moore IV 2001 Kirby Drive Suite 1011 Houston TX 77019 Treasurer 1.00 0 0 0 Terry Bruner 2001 Kirby Drive Suite 1011 Houston TX 77019 Director 2.00 0 0 0 Christopher D Casey II 2001 Kirby Drive Suite 1011 Houston TX 77019 Director 1.00 0 0 0 Marian M Casey 2001 Kirby Drive Suite 1011 Houston TX 77019 Director 4.00 0 0 0 Thao Costis 2001 Kirby Drive Suite 1011 Houston TX 77019 Director 3.00 0 0 0 E Inez Hill 2001 Kirby Drive Suite 1011 Houston TX 77019 Director 1.00 0 0 0 Katherine P Hill 2001 Kirby Drive Suite 1011 Houston TX 77019 Director 1.00 0 0 0 Elizabeth K Moore 2001 Kirby Drive Suite 1011 Houston TX 77019 Director 1.00 0 0 0 Ben H Powell VI 2001 Kirby Drive Suite 1011 Houston TX 77019 Director 2.00 0 0 0 Eleisha Nelson-Reed 2001 Kirby Drive Suite 1011 Houston TX 77019 Executive Director 40.00 274669 37981 0 Anne Kuo Phan 2001 Kirby Drive Suite 1011 Houston TX 77019 Controller 40.00 137564 17948 0 Angel Harvey King 2001 Kirby Drive Suite 1011 Houston TX 77019 Senior Program Offic 40.00 126499 25818 0 Kate A Shannon 2001 Kirby Drive Suite 1011 Houston TX 77019 Director, Grants Adm 40.00 96941 40848 0 Makia A Thomas 2001 Kirby Drive Suite 1011 Houston TX 77019 Program Officer 40.00 113456 18947 0 3 Fayez Sarofim & Co 909 Fannin St Houston TX 77010 Investment management 737937 1 Gibbs-Powell House: Preserving a local historic landmark, providing opportunities for education regarding Walker County's history, and making the landmark open to the public. The Gibbs-Powell House is leased to Walker County and is managed and operated by the Walker County Historical Commission as the Gibbs-Powell House and Walker County Museum. 8698 0 444732906 4755233 0 449488139 0 0 449488139 6742322 442745817 22137291 22137291 488096 488096 21649195 102156 21751351 0 21751351 20026366 0 20026366 21751351 18817436 0 0 20026366 18817436 0 0 1208930 0 0 0 0 0 0 0 0 20542421 0 0 0 httpspowellfoundationorgapplication 2001 Kirby Drive Suite 1011 Houston TX 77019 7135237557 info@powellfoundation.org Organizations interested in applying for a Powell Foundation grant must submit an online pre-application form. If the pre-application is advanced, the organization will be invited to submit a full application via the Powell Foundation's online Grant Portal. The Powell Foundation Board of Directors makes all final decisions about grant requests during the Spring (May) and Fall (November) Board Meetings. Organizations approved for funding must sign and return a grant agreement for disbursement. Refer to the website for grant guidelines. Refer to the website for the application process and deadlines. The Powell Foundation is dedicated to catalyzing progress in public education, the arts, conservation, and human services. Funding is focused on the Foundation's geographic areas of interest in Harris, Travis, or Walker Counties, Texas. Requesting organizations must be tax-exempt under IRC 501(c)(3). This includes public charities, government organizations, and eligible supporting organizations. No grants are made to individuals, endowments, scholarship funds, private foundations, fundraising/marketing events, debt retirement/past operating deficits, candidates for political office or to influence specific legislation, or for realizing religious or doctrinal purpose. 2024 Giving: Education $11.3M (67%) and Supportive Communities: the Arts $2M (12%), Conservation $1.5M (8%), and Human Services $2.2M (13%). Austin Ed Fund 4000 S IH 35 Frontage Road Austin TX 78704 N/A PC Post-Secondary Pathways: Post-Secondary Access and Success 1207779 MINDPOP 7112 Burnet Rd Unit B Austin TX 78757 N/A PC Early Childhood Development and Education: High-Quality Providers and Educators 798032 CollegeSpring 1990 N California Blvd Suite 20 Walnut Creek CA 94596 N/A PC Post-Secondary Pathways: Post-Secondary Access and Success 752115 The Bridgespan Group 2 Copley Place Suite 3700B Boston MA 02116 N/A PC Post-Secondary Pathways: Post-Secondary Access and Success 717895 Breakthrough Houston 2401 Claremont Ln Houston TX 77019 N/A PC Post-Secondary Pathways: Post-Secondary Access and Success 703151 The Center for First-generation Student Success DBA FirstGen Forward co NAS 111 K Street NE 10th Floor Washington DC 20002 N/A PC Post-Secondary Pathways: Post-Secondary Policies and Systems 497541 Children's Museum Houston 1500 Binz St Houston TX 77004 N/A PC Early Childhood Development and Education: Supportive Caregivers 400000 Communities In Schools of Houston Inc 1111 North Loop West Ste 300 Houston TX 77008 N/A PC Quality Public K-12 Schools: Student Supports 300000 DiscoverU 7676 Hillmont St Suite 239 Houston TX 77040 N/A PC Post-Secondary Pathways: Post-Secondary Readiness 300000 Greater Houston Community Foundation 515 Post Oak Blvd Suite 1000 Houston TX 77027 N/A PC Quality Public K-12 Schools: Quality Schools and Models 300000 Texas Children's Hospital 6621 Fannin St Houston TX 77030 N/A PC Early Childhood Development and Education: Supportive Caregivers 300000 United Way for Greater Austin 5930 Middle Fiskville Rd 5th Floor Austin TX 78752 N/A PC Early Childhood Development and Education: High-Capacity Sector 300000 Neuhaus Education Center 4433 Bissonnet St Bellaire TX 77401 N/A PC Quality Public K-12 Schools: Excellent Educators 250000 Texans Care for Children 1016 La Posada Drive Suite 240 Austin TX 78752 N/A PC Early Childhood Development and Education: High-Capacity Sector 250000 The Woods Project 2700 Southwest Freeway Houston TX 77098 N/A PC Post-Secondary Pathways: Post-Secondary Readiness 250000 AVANCE - Austin PO Box 19105 Austin TX 78760 N/A PC Early Childhood Development and Education: Supportive Caregivers 200000 MINDPOP 7112 Burnet Rd Unit B Austin TX 78757 N/A PC Arts: Student Education Programs 200000 National Wildlife Federation 505 East Huntland Dr Ste 530 Austin TX 78752 N/A PC Conservation: Conservation/ Environmental Education 200000 SEARCH Homeless Services 2015 Congress St Houston TX 77002 N/A PC Human Services: Stabilization and Empowerment 200000 Texas 2036 3889 Maple Avenue Suite 210 Dallas TX 75219 N/A PC Aligned Cradle to Career Education System: Effective Tools, Policies, and Systems 200000 UTHealth Houston 7000 Fannin Suite 1200 Houston TX 77030 N/A GOV Early Childhood Development and Education: High-Quality Providers and Educators 200000 Huntsville Independent School District 441 FM 2821 East Huntsville TX 773209298 N/A GOV Quality Public K-12 Schools: Excellent Educators 175000 Austin Ed Fund 4000 S IH 35 Frontage Road Austin TX 78704 N/A PC Quality Public K-12 Schools: Excellent Educators 150000 EPOG Academy 619 Jackson Hill Street Houston TX 77007 N/A PC Post-Secondary Pathways: Post-Secondary Access and Success 150000 HYPE Freedom School Inc PO Box 14971 Houston TX 77221 N/A PC Quality Public K-12 Schools: Student Supports 150000 Meadows Mental Health Policy Institute PO Box 140836 Dallas TX 75214 N/A PC Early Childhood Development and Education: Supportive Caregivers 150000 Planned Parenthood Gulf Coast Inc 4600 Gulf Frwy Houston TX 77023 N/A PC Human Services: Emotional Wellbeing 150000 AVANCE-Houston Inc 4281 Dacoma Houston TX 77092 N/A PC Early Childhood Development and Education: Supportive Caregivers 125000 New Hope Housing Inc 3315 Harrisburg Blvd Ste 400 Houston TX 77003 N/A PC Human Services: Stabilization and Empowerment 125000 Families in Nature 3571 Far West Blvd 150 Austin TX 78731 N/A PC Conservation: Conservation/ Environmental Education 120000 Brighter Bites PO Box 25456 Houston TX 77265 N/A PC Human Services: Stabilization and Empowerment 115000 Central Texas Food Bank Inc 6500 Metropolis Dr Austin TX 78744 N/A PC Human Services: Stabilization and Empowerment 110000 Any Baby Can Inc 6207 Sheridan Avenue Austin TX 78723 N/A PC Early Childhood Development and Education: Supportive Caregivers 100000 Arts Connect Houston 1824 Spring Street 201 Houston TX 77007 N/A SO I Arts: Student Education Programs 100000 Ballet Austin Incorporated 501 W 3rd St Austin TX 78701 N/A PC Arts: Student Education Programs 100000 Bayou Land Conservancy 8801 Gosling Spring TX 77381 N/A PC Conservation: Environmental Protection 100000 Beacon The 1117 Texas Ave Houston TX 77002 N/A PC Human Services: Stabilization and Empowerment 100000 Blanton Museum of Art The University of Texas at Austin 200 E Martin Luther King Jr Blvd Austin TX 78712 N/A PC Arts: Student Education Programs 100000 BookSpring 1807 W Slaughter Lane Bldg 1 Austin TX 787486214 N/A PC Early Childhood Development and Education: Supportive Caregivers 100000 Boys and Girls Clubs of Greater Houston 815 Crosby St Houston TX 77019 N/A PC Quality Public K-12 Schools: Student Supports 100000 BridgeYear 3414 Eastside Street Houston TX 77098 N/A PC Post-Secondary Pathways: Post-Secondary Access and Success 100000 Buffalo Bayou Partnership 1019 Commerce St Ste 200 Houston TX 77002 N/A PC Conservation: Connecting People to Nature 100000 Contemporary Austin Museum Inc 3809 W 35th St Austin TX 78703 N/A PC Arts: Student Education Programs 100000 DePelchin Children's Center 4950 Memorial Dr Houston TX 77007 N/A PC Human Services: Emotional Wellbeing 100000 EMERGE Fellowship 11251 NW Fwy Ste 330 Houston TX 77092 N/A PC Post-Secondary Pathways: Post-Secondary Access and Success 100000 Foundation Communities Inc 3000 S IH 35 Ste 300 Austin TX 78704 N/A PC Human Services: Stabilization and Empowerment 100000 Houston Arboretum & Nature Center 4501 Woodway Dr Houston TX 77024 N/A PC Conservation: Conservation/ Environmental Education 100000 Houston Education Research Consortium co Rice University 6100 Main St MS-208 Houston TX 77005 N/A PC Early Childhood Development and Education: High-Capacity Sector 100000 Kids' Meals Inc 330 Garden Oaks Blvd Houston TX 77018 N/A PC Human Services: Stabilization and Empowerment 100000 KIPP Texas Inc PO Box 676718 Dallas TX 75267 N/A PC Early Childhood Development and Education: High-Quality Providers and Educators 100000 Literacy First 9011 Mountain Ridge Drive Suite 150 Austin TX 78759 N/A PC Quality Public K-12 Schools: Student Supports 100000 Literacy Now 14781 Memorial Dr 25 Houston TX 77079 N/A PC Quality Public K-12 Schools: Student Supports 100000 Menil Foundation Inc 1533 Sul Ross St Houston TX 77006 N/A PC Arts: Public Arts and Culture Access 100000 Miller Theatre Advisory Board Inc PO Box 66267 Houston TX 772666267 N/A PC Arts: Public Arts and Culture Access 100000 National Association for Family Child Care 700 12th St Ste 700 Washington DC 20005 N/A PC Early Childhood Development and Education: High-Quality Providers and Educators 100000 OneGoal 2799 Katy Fwy Suite 250 Houston TX 77007 N/A PC Post-Secondary Pathways: Post-Secondary Access and Success 100000 Prelude Music Foundation 9802 Madeline Alyssa Ct Houston TX 77025 N/A PC Arts: Student Education Programs 100000 Project Row Houses PO Box 1011 Houston TX 77251 N/A PC Arts: Public Arts and Culture Access 100000 ProUnitas 1801 Main St Suite 1300 Houston TX 77002 N/A PC Quality Public K-12 Schools: Student Supports 100000 ROCO 3104 Edloe Street Suite 350 Houston TX 77027 N/A PC Arts: Public Arts and Culture Access 100000 Summer House Institute 1600 Vine Street Philadelphia PA 19102 N/A PC Quality Public K-12 Schools: Excellent Educators 100000 Target Hunger 1260 Shotwell Street Houston TX 77020 N/A PC Human Services: Stabilization and Empowerment 100000 TEACH for Houston 2443 Fillmore St 380-9883 San Francisco CA 94115 N/A PC Quality Public K-12 Schools: Excellent Educators 100000 Texas Partnership for Out of School Time 8509 FM 969 Building 509 Austin TX 78724 N/A PC Quality Public K-12 Schools: Student Supports 100000 The Children's Assessment Center Foundation 2500 Bolsover Houston TX 77005 N/A SO III FI Human Services: Emotional Wellbeing 100000 Travis Audubon Society Inc PO Box 301629 Austin TX 78703 N/A PC Conservation: Conservation/ Environmental Education 100000 Trees For Houston PO Box 270477 Houston TX 77277 N/A PC Conservation: Environmental Protection 100000 University of Houston-Downtown 1 Main Street Ste S990 Houston TX 77002 N/A GOV Post-Secondary Pathways: Post-Secondary Readiness 100000 Waterloo Greenway Conservancy 1111 Red River St Austin TX 78701 N/A PC Conservation: Connecting People to Nature 100000 YES Prep Public Schools Inc 5455 South Loop East Houston TX 77033 N/A PC Quality Public K-12 Schools: Quality Schools and Models 100000 Camp Allen Camp & Conference Center 18800 FM 362 Navasota TX 77868 N/A PC Conservation: Conservation/ Environmental Education 80000 Boys & Girls Club of Walker County PO Box 8600 Huntsville TX 77340 N/A PC Quality Public K-12 Schools: Student Supports 75000 Chinese Community Center Inc 9800 Town Park Dr Houston TX 77036 N/A PC Early Childhood Development and Education: High-Quality Providers and Educators 75000 Interfaith Ministries for Greater Houston 3303 Main Street Houston TX 77002 N/A PC Human Services: Stabilization and Empowerment 75000 Teach For America - Austin 3311 Catalina Dr Austin TX 78741 N/A PC Quality Public K-12 Schools: Excellent Educators 75000 Brighter Bites PO Box 25456 Houston TX 77265 N/A PC Human Services: Stabilization and Empowerment 60000 Improving Education Inc 1100 N Chester Street Baltimore MD 21213 N/A PC Early Childhood Development and Education: Supportive Caregivers 60000 SERJobs 1710 Telephone Rd Houston TX 77023 N/A PC Post-Secondary Pathways: Post-Secondary Readiness 60000 Alley Theatre 615 Texas Ave Houston TX 77002 N/A PC Arts: Student Education Programs 50000 American Festival for the Arts 241 N Milby Street Suite B Houston TX 77003 N/A PC Arts: Student Education Programs 50000 Austin Theatre Alliance 713 Congress Ave Austin TX 78701 N/A PC Arts: Student Education Programs 50000 BakerRipley PO Box 271389 Houston TX 772771389 N/A PC Human Services: Stabilization and Empowerment 50000 Bayou City Waterkeeper 2010 North Loop West Suite 103 Houston TX 77018 N/A PC Conservation: Environmental Protection 50000 Coalition for the Homeless of HoustonHarris County 2000 Crawford Street Suite 700 Houston TX 77002 N/A PC Human Services: Stabilization and Empowerment 50000 Creative Action 1023 Springdale Rd Bldg 3 Austin TX 78721 N/A PC Arts: Student Education Programs 50000 DACAMERA 1402 Sul Ross St Houston TX 77006 N/A PC Arts: Student Education Programs 50000 Emancipation Park Conservancy 3018 Emancipation Ave Houston TX 77004 N/A PC Conservation: Connecting People to Nature 50000 Ensemble Theatre The 3535 Main Street Houston TX 77002 N/A PC Arts: Student Education Programs 50000 Family Houston PO Box 70068 Houston TX 77270 N/A PC Human Services: Emotional Wellbeing 50000 First3Years 6119 Greenville Ave PMB 194 Dallas TX 75006 N/A PC Early Childhood Development and Education: High-Capacity Sector 50000 FotoFest Inc 2000 Edwards St Bldg C Ste 2 Houston TX 77007 N/A PC Arts: Student Education Programs 50000 Houston Area Women's Center 3077 El Camino St Houston TX 77054 N/A PC Human Services: Stabilization and Empowerment 50000 Houston Audubon Society 440 Wilchester Blvd Houston TX 77079 N/A PC Conservation: Conservation/ Environmental Education 50000 Houston Ballet Foundation 601 Preston St Houston TX 77002 N/A PC Arts: Student Education Programs 50000 Houston Botanic Garden 8205 N Bayou Drive Houston TX 77017 N/A PC Conservation: Connecting People to Nature 50000 Houston Grand Opera Association Inc 510 Preston St 5th Fl Houston TX 77002 N/A PC Arts: Student Education Programs 50000 Houston Metropolitan Dance Center Inc PO Box 980457 Houston TX 77098 N/A PC Arts: Student Education Programs 50000 Houston Museum of Natural Science 5555 Hermann Park Dr Houston TX 77030 N/A PC Quality Public K-12 Schools: Student Supports 50000 Houston Symphony 615 Louisiana St Ste 102 Houston TX 77002 N/A PC Arts: Student Education Programs 50000 Houston Zoo 1513 Cambridge St Houston TX 77030 N/A PC Conservation: Conservation/ Environmental Education 50000 Jeremiah Program Austin 1200 Paul Teresa Saldaa Street Austin TX 78702 N/A PC Early Childhood Development and Education: High-Quality Providers and Educators 50000 Kids' Meals Inc 330 Garden Oaks Blvd Houston TX 77018 N/A PC Human Services: Stabilization and Empowerment 50000 Latinos for Education PO Box 3109 PMB 91135 Houston TX 772533109 N/A PC Quality Public K-12 Schools: Excellent Educators 50000 LifeWorks 3700 S 1st St Austin TX 78704 N/A PC Human Services: Stabilization and Empowerment 50000 Meadows Mental Health Policy Institute PO Box 140836 Dallas TX 75214 N/A PC Human Services: Emotional Wellbeing 50000 Memorial Assistance Ministries Inc 1625 Blalock Road Houston TX 77080 N/A PC Human Services: Stabilization and Empowerment 50000 Museum of Fine Arts Houston Bayou Bend Collection and Gardens PO Box 6826 Houston TX 772656826 N/A PC Arts: Student Education Programs 50000 Museum of Fine Arts Houston Glassell School of Art PO Box 6826 Houston TX 77265 N/A PC Arts: Student Education Programs 50000 Performing Arts Houston 615 Louisiana Street Suite 100 Houston TX 77002 N/A PC Arts: Public Arts and Culture Access 50000 reMIND 515 Post Oak Blvd Ste 650 Houston TX 77027 N/A PC Human Services: Emotional Wellbeing 50000 SAFE PO Box 19454 Austin TX 787609454 N/A PC Human Services: Stabilization and Empowerment 50000 Sam Houston State University (SHSU) Box 2537 Huntsville TX 773412537 N/A GOV Human Services: Stabilization and Empowerment 50000 Shield Ranch Foundation 3103 Bee Caves Road Suite 203 Austin TX 78746 N/A PC Conservation: Conservation/ Environmental Education 50000 Shoal Creek Conservancy PO Box 11520 Austin TX 78711 N/A PC Conservation: Environmental Protection 50000 Teach Plus Inc 1 Beacon St 15th Floor Suite 1500 Boston MA 02108 N/A PC Quality Public K-12 Schools: Excellent Educators 50000 TeachingWorks co University of Michigan 1058 Wolverine Tower 3003 S State Street Ann Arbor MI 481091274 N/A PC Quality Public K-12 Schools: Excellent Educators 50000 Texas A&M University Health Science Center 400 Harvey Mitchell Parkway South College Station TX 778454375 N/A GOV Quality Public K-12 Schools: Excellent Educators 50000 Texas Cultural Trust 901 S Mopac Expwy Barton Oaks Plaza II Ste 410 Austin TX 78746 N/A PC Arts: Student Education Programs 50000 Texas Health and Environment Alliance 3262 Westheimer Rd 142 Houston TX 77098 N/A PC Conservation: Environmental Protection 50000 Urban Roots 4900 Gonzales Street Austin TX 78702 N/A PC Human Services: Stabilization and Empowerment 50000 Wesley Community Center 1410 Lee St Houston TX 77009 N/A PC Early Childhood Development and Education: High-Quality Providers and Educators 50000 Westcave Outdoor Discovery Center 24814 Hamilton Pool Rd Round Mountain TX 78663 N/A PC Conservation: Conservation/ Environmental Education 50000 Writers in the Schools 1414 Sul Ross St Houston TX 77006 N/A PC Arts: Student Education Programs 50000 Youth Justice Alliance 1700 S Lamar Blvd Ste 338 Austin TX 78704 N/A PC Post-Secondary Pathways: Post-Secondary Access and Success 50000 Art League Houston 1953 Montrose Blvd Houston TX 77006 N/A PC Arts: Student Education Programs 40000 Bridges To Life PO Box 570895 Houston TX 772570895 N/A PC Human Services: Stabilization and Empowerment 40000 ChildBuilders 11152 Westheimer Rd 794 Houston TX 77042 N/A PC Human Services: Emotional Wellbeing 40000 LIFE Houston 2002 South Wayside Drive Houston TX 77023 N/A PC Human Services: Stabilization and Empowerment 40000 Houston Youth Symphony 4550 Post Oak Place Dr Ste 245 Houston TX 77027 N/A PC Arts: Student Education Programs 35000 The Anderson Center for the Arts 13334 Wallisville Rd Bldg A Houston TX 77049 N/A PC Arts: Public Arts and Culture Access 30000 A Time 2 Read Inc PO Box 7403 Huntsville TX 77342 N/A PC Quality Public K-12 Schools: Student Supports 25000 350org PO Box 843004 Boston MA 022843004 N/A PC Designated Grant: General operating and support 5000 ACLU Foundation of Texas PO Box 8306 Houston TX 77288 N/A PC Designated Grant: General operating and support 15000 ACLU Foundation of Texas PO Box 8306 Houston TX 77288 N/A PC Designated Grant: General operating and support 2000 American Civil Liberties Union Foundation Inc 125 Broad Street 18th Floor New York NY 10004 N/A PC Designated Grant: General operating and support 10000 Austin Ed Fund 4000 S IH 35 Frontage Road Austin TX 78704 N/A PC Designated Grant: General operating and support 7000 Austin Theatre Alliance 713 Congress Ave Austin TX 78701 N/A PC Designated Grant: General operating and support 25000 Austin Theatre Alliance 713 Congress Ave Austin TX 78701 N/A PC Designated Grant: General operating and support 9000 Barton Springs Conservancy 2100 Stamford Lane Austin TX 78703 N/A PC Designated Grant: General operating and support 5000 Baylor University One Bear Place 97043 Waco TX 767987043 N/A PC Designated Grant: General operating and support 6000 Bayou City Blessings in a Backpack 12535 Perthshire Road Houston TX 77024 N/A PC Designated Grant: General operating and support 6000 Boy Scouts of America - Circle Ten Council 8605 Harry Hines Blvd Dallas TX 75235 N/A PC Designated Grant: General operating and support 20000 Boy Scouts of America - Circle Ten Council 8605 Harry Hines Blvd Dallas TX 75235 N/A PC Designated Grant: General operating and support 31000 Boys and Girls Country of Houston Inc (BGC) 18806 Roberts Road Hockley TX 77447 N/A PC Designated Grant: General operating and support 10000 Brookwood Community The 1752 FM 1489 Brookshire TX 77423 N/A PC Designated Grant: General operating and support 500 Camp Allen Camp & Conference Center 18800 FM 362 Navasota TX 77868 N/A PC Designated Grant: General operating and support 15000 Camp Allen Camp & Conference Center 18800 FM 362 Navasota TX 77868 N/A PC Designated Grant: General operating and support 2000 Camp Allen Camp & Conference Center 18800 FM 362 Navasota TX 77868 N/A PC Designated Grant: General operating and support 14000 Camp Allen Camp & Conference Center 18800 FM 362 Navasota TX 77868 N/A PC Designated Grant: General operating and support 5000 Camp Allen Camp & Conference Center 18800 FM 362 Navasota TX 77868 N/A PC Designated Grant: General operating and support 10000 Camp Nakanawa 1084 Camp Nakanawa Rd Crossville TN 38571 N/A PC Designated Grant: General operating and support 500 Center for Reproductive Rights Inc 199 Water Street New York NY 10038 N/A PC Designated Grant: General operating and support 30500 Children's Museum Houston 1500 Binz St Houston TX 77004 N/A PC Designated Grant: General operating and support 1750 Children's Museum Houston 1500 Binz St Houston TX 77004 N/A PC Designated Grant: General operating and support 1175 Children's Museum Houston 1500 Binz St Houston TX 77004 N/A PC Designated Grant: General operating and support 15000 Common Cause Education Fund 805 15th Street NW Suite 800 Washington DC 20005 N/A PC Designated Grant: General operating and support 10000 Community Foundation of Acadiana (CFA) 1035 Camellia Boulevard Lafayette LA 70508 N/A PC Designated Grant: General operating and support 7822 Dartmouth College 6066 Development Office Hanover NH 03755 N/A PC Designated Grant: General operating and support 32680 Dartmouth College 6066 Development Office Hanover NH 03755 N/A PC Designated Grant: General operating and support 15000 DeafBlind Community of Texas 213 S Roy Reynolds Drive Harker Heights TX 76548 N/A PC Designated Grant: General operating and support 6000 East Tennessee Foundation 520 W Summit Hill Drive Suite 1101 Knoxville TN 37902 N/A PC Designated Grant: General operating and support 500 Easter Seals-Central Texas Inc 2324 Ridgepoint Dr F1 Austin TX 78754 N/A PC Designated Grant: General operating and support 6000 Environmental Defense Fund Incorporated 257 Park Avenue South New York NY 10010 N/A PC Designated Grant: General operating and support 2000 Everytown for Gun Safety Support Fund PO Box 4184 New York NY 10163 N/A PC Designated Grant: General operating and support 2500 Ex-Students' Assn Univ Texas PO Box 7278 Austin TX 78713 N/A PC Designated Grant: General operating and support 2000 Families Empowered 2050 N Loop W Suite 230 Houston TX 77018 N/A PC Designated Grant: General operating and support 5000 FotoFest Inc 2000 Edwards St Bldg C Ste 2 Houston TX 77007 N/A PC Designated Grant: General operating and support 10000 FotoFest Inc 2000 Edwards St Bldg C Ste 2 Houston TX 77007 N/A PC Designated Grant: General operating and support 5000 Greater Houston Community Foundation 515 Post Oak Blvd Suite 1000 Houston TX 77027 N/A PC Designated Grant: General operating and support 2000 Harmony House 602 Girard Street Houston TX 77007 N/A PC Designated Grant: General operating and support 10000 Helen Keller Services 180 Livingston Street 2nd Floor Brooklyn NY 11201 N/A PC Designated Grant: General operating and support 6000 Houston Area Parkinson Society 2700 Southwest Freeway Suite 296 Houston TX 77098 N/A PC Designated Grant: General operating and support 2500 Houston Area Women's Center 3077 El Camino St Houston TX 77054 N/A PC Designated Grant: General operating and support 6500 Houston Audubon Society 440 Wilchester Blvd Houston TX 77079 N/A PC Designated Grant: General operating and support 5000 Houston Ballet Foundation 601 Preston St Houston TX 77002 N/A PC Designated Grant: General operating and support 10000 Houston Food Bank 535 Portwall Street Houston TX 77029 N/A PC Designated Grant: General operating and support 5000 Houston Food Bank 535 Portwall Street Houston TX 77029 N/A PC Designated Grant: General operating and support 10000 Houston Grand Opera Association Inc 510 Preston St 5th Fl Houston TX 77002 N/A PC Designated Grant: General operating and support 100 Houston Grand Opera Association Inc 510 Preston St 5th Fl Houston TX 77002 N/A PC Designated Grant: General operating and support 10000 Houston Livestock Show and Rodeo NRG Center 3 NRG Park Houston TX 77054 N/A PC Designated Grant: General operating and support 10000 Houston SPCA 7007 Old Katy Road Houston TX 77024 N/A PC Designated Grant: General operating and support 1000 Houston SPCA 7007 Old Katy Road Houston TX 77024 N/A PC Designated Grant: General operating and support 1000 Houston Symphony 615 Louisiana St Ste 102 Houston TX 77002 N/A PC Designated Grant: General operating and support 4000 Houston Zoo 1513 Cambridge St Houston TX 77030 N/A PC Designated Grant: General operating and support 3000 Howard University 2218 6th Street Northwest Washington DC 20059 N/A PC Designated Grant: General operating and support 10000 Howard University 2218 6th Street Northwest Washington DC 20059 N/A PC Designated Grant: General operating and support 15000 Howard University 2218 6th Street Northwest Washington DC 20059 N/A PC Designated Grant: General operating and support 2000 Interfaith Health Center 315 Gill Avenue Knoxville TN 37917 N/A PC Designated Grant: General operating and support 15000 Jeri's House PO Box 580695 Tulsa OK 74158 N/A PC Designated Grant: General operating and support 500 Knoxville Museum of Art 1050 Worlds Fair Park Dr Knoxville TN 37916 N/A PC Designated Grant: General operating and support 500 Knoxville Symphony Orchestra 100 South Gay Street Suite 302 Knoxville TN 37902 N/A PC Designated Grant: General operating and support 10000 Laity Lodge Youth Camp 719 Earl Garrett Street Kerrville TX 78028 N/A PC Designated Grant: General operating and support 2000 Lakeshore Park Conservancy PO Box 10244 Knoxville TN 37939 N/A PC Designated Grant: General operating and support 10000 Literacy First 9011 Mountain Ridge Drive Suite 150 Austin TX 78759 N/A PC Designated Grant: General operating and support 20000 Manned Space Flight Education Foundation 1601 NASA Parkway Houston TX 77058 N/A PC Designated Grant: General operating and support 5000 MD Anderson Cancer Center Unit 705 Houston TX 772301439 N/A PC Designated Grant: General operating and support 5000 Museum of Fine Arts Houston Bayou Bend Collection and Gardens PO Box 6826 Houston TX 772656826 N/A PC Designated Grant: General operating and support 15000 Museum of Fine Arts Houston Glassell School of Art PO Box 6826 Houston TX 77265 N/A PC Designated Grant: General operating and support 30000 My Connect Community 6700B Bellaire Blvd Houston TX 77074 N/A PC Designated Grant: General operating and support 4000 National Museum of African American History & Culture 1400 Constitution Avenue Northwest Washington DC 20560 N/A PC Designated Grant: General operating and support 5000 National Women's Law Center 1350 I Street Suite 700 Washington DC 20005 N/A PC Designated Grant: General operating and support 7500 North American Association for Environmental Education 1250 24th Street NW Suite 801 Washington DC 20037 N/A PC Designated Grant: General operating and support 5000 Northwestern University 1201 Davis St Evanston IL 60201 N/A PC Designated Grant: General operating and support 1500 Oak Ridge Art Center 201 Badger Avenue Oak Ridge TN 37830 N/A PC Designated Grant: General operating and support 500 One Simple Wish 1977 North Olden Ave 292 Trenton NJ 08618 N/A PC Designated Grant: General operating and support 20000 Peace Thru Culture Inc 5083 8th Street NE Washington DC 20017 N/A PC Designated Grant: General operating and support 5000 PEN American Center Inc 588 Broadway New York NY 10012 N/A PC Designated Grant: General operating and support 5000 Planned Parenthood Gulf Coast Inc 4600 Gulf Frwy Houston TX 77023 N/A PC Designated Grant: General operating and support 516 Planned Parenthood Gulf Coast Inc 4600 Gulf Frwy Houston TX 77023 N/A PC Designated Grant: General operating and support 5000 Planned Parenthood of Greater Texas 7424 Greenville Ave Suite 206 Dallas TX 75231 N/A PC Designated Grant: General operating and support 5000 Rice University 6100 Main Street Houston TX 77005 N/A PC Designated Grant: General operating and support 20000 Ronald McDonald House Charities of Central Texas Inc 1315 Barbara Jordan Blvd Austin TX 78723 N/A PC Designated Grant: General operating and support 15000 Saddle Up Nashville 1549 Old Hillsboro Rd Franklin TN 37069 N/A PC Designated Grant: General operating and support 10000 Salvation Army The 1500 Austin Houston TX 77002 N/A PC Designated Grant: General operating and support 35000 Sam Houston State University (SHSU) Box 2537 Huntsville TX 773412537 N/A GOV Designated Grant: General operating and support 6846 Save the Children 501 Kings Highway East Suite 400 Fairfield CT 06825 N/A PC Designated Grant: General operating and support 4000 School Year Abroad Inc 120 Water St Ste 310 North Andover MA 01845 N/A PC Designated Grant: General operating and support 25000 School Year Abroad Inc 120 Water St Ste 310 North Andover MA 01845 N/A PC Designated Grant: General operating and support 15000 Sea Shepherd Conservation Society PO Box 8628 Alexandria VA 22306 N/A PC Designated Grant: General operating and support 5000 SEARCH Homeless Services 2015 Congress St Houston TX 77002 N/A PC Designated Grant: General operating and support 10000 SEARCH Homeless Services 2015 Congress St Houston TX 77002 N/A PC Designated Grant: General operating and support 15000 Sequoyah Hills Presbyterian Church 3700 Keowee Avenue SW Knoxville TN 37919 N/A PC Designated Grant: General operating and support 500 SERJobs 1710 Telephone Rd Houston TX 77023 N/A PC Designated Grant: General operating and support 4250 Sierra Club Foundation 2101 Webster Street Ste 1250 Oakland CA 94612 N/A PC Designated Grant: General operating and support 2000 Sight Hearing Encouragement Program PO Box 10495 Oklahoma City OK 73140 N/A PC Designated Grant: General operating and support 500 Society of the Sacred Heart United States - Canada Province Inc 4120 Forest Park Avenue St Louis MO 63108 N/A PC Designated Grant: General operating and support 500 Southern Methodist University PO Box 750116 Dallas TX 752750116 N/A PC Designated Grant: General operating and support 5000 St John's School 2401 Claremont Houston TX 770199961 N/A PC Designated Grant: General operating and support 2000 St John's School 2401 Claremont Houston TX 770199961 N/A PC Designated Grant: General operating and support 15000 St John's School 2401 Claremont Houston TX 770199961 N/A PC Designated Grant: General operating and support 1000 St Mark's Episcopal Church of Houston 3816 Bellaire Boulevard Houston TX 77025 N/A PC Designated Grant: General operating and support 3000 St Mark's Episcopal School 3816 Bellaire Blvd Houston TX 770251209 N/A PC Designated Grant: General operating and support 20000 Stanford University 326 Galvez Street Stanford CA 943056105 N/A PC Designated Grant: General operating and support 1160 Tallowood Baptist Church 555 Tallowood Road Houston TX 77024 N/A PC Designated Grant: General operating and support 3000 Tallowood Baptist Church 555 Tallowood Road Houston TX 77024 N/A PC Designated Grant: General operating and support 3000 Target Hunger 1260 Shotwell Street Houston TX 77020 N/A PC Designated Grant: General operating and support 2500 Target Hunger 1260 Shotwell Street Houston TX 77020 N/A PC Designated Grant: General operating and support 30000 Texas Lyceum 1321 Antoine Drive Houston TX 77055 N/A PC Designated Grant: General operating and support 5000 Texas State University Development Foundation 601 University Dr San Marcos TX 786664684 N/A PC Designated Grant: General operating and support 6000 The Awty International School 7455 Awty School Lane Houston TX 77055 N/A PC Designated Grant: General operating and support 1160 The Blue Bird Circle 615 West Alabama Street Houston TX 77006 N/A PC Designated Grant: General operating and support 3000 The First Tee of Greater Houston 7000 Capitol Street Houston TX 77011 N/A PC Designated Grant: General operating and support 2000 The Highland Project 71 W 85th Street Unit 1A New York NY 10024 N/A PC Designated Grant: General operating and support 10000 The Humane Society of the United States 1255 23rd St NW Suite 450 Washington DC 20037 N/A PC Designated Grant: General operating and support 500 The Lilith Fund PO Box 684949 Austin TX 78768 N/A PC Designated Grant: General operating and support 7000 The Nature Conservancy 200 E Grayson St Suite 202 San Antonio TX 78215 N/A PC Designated Grant: General operating and support 3000 The Neill-Cochran House Museum 2310 San Gabriel Street Austin TX 78705 N/A PC Designated Grant: General operating and support 5000 The Neill-Cochran House Museum 2310 San Gabriel Street Austin TX 78705 N/A PC Designated Grant: General operating and support 10000 The University of Texas at Austin College of Education 9011 Mountain Ridge Dr 150 Austin TX 78759 N/A GOV Designated Grant: General operating and support 1500 Touch Base Center for the Deafblind 15 Azalea Trail Lane Bellaire TX 77401 N/A PC Designated Grant: General operating and support 4000 Transgender Law Center PO Box 70976 Oakland CA 946120976 N/A PC Designated Grant: General operating and support 6500 Transmit Receive Labs Inc 6501 Navigation Blvd Suite A0 Houston TX 77011 N/A PC Designated Grant: General operating and support 5000 Tunnel to Towers Foundation 2361 Hylan Boulevard Staten Island NY 10306 N/A PC Designated Grant: General operating and support 1000 Tunnel to Towers Foundation 2361 Hylan Boulevard Staten Island NY 10306 N/A PC Designated Grant: General operating and support 500 Twelve Days of Christmas Inc 1415 S Voss Rd Suite 110 PMB 215 Houston TX 77057 N/A PC Designated Grant: General operating and support 1000 United States Foundation for the Commemoration of the World Wars 1455 Pennsylvania Ave Suite 400 Washington DC 20004 N/A PC Designated Grant: General operating and support 4710 University of Arizona Foundation 1111 North Cherry Avenue Tucson AZ 857210109 N/A PC Designated Grant: General operating and support 5000 University of North Carolina at Wilmington 601 College Road Wilmington NC 28403 N/A GOV Designated Grant: General operating and support 30000 University of North Carolina Chapel Hill Arts and Science Foundation 523 E Franklin Street Chapel Hill NC 27514 N/A PC Designated Grant: General operating and support 10000 University of Puget Sound 1500 N Warner St 1067 Tacoma WA 984161075 N/A PC Designated Grant: General operating and support 1000 University of Puget Sound 1500 N Warner St 1067 Tacoma WA 984161075 N/A PC Designated Grant: General operating and support 1000 University of Texas at Austin The McCombs School of Business ATTN UT McCombs Real Estate Center Austin TX 78712 N/A GOV Designated Grant: General operating and support 5000 Urban Roots 4900 Gonzales Street Austin TX 78702 N/A PC Designated Grant: General operating and support 15000 Ursuline Academy of Dallas Foundation Inc 4900 Walnut Hill Lane Dallas TX 75229 N/A PC Designated Grant: General operating and support 10000 Washington and Lee University 204 W Washington Street Lexington VA 24450 N/A PC Designated Grant: General operating and support 5000 Waterfront Botanical Gardens Inc PO Box 5056 Louisville KY 40255 N/A PC Designated Grant: General operating and support 2000 Waterloo Greenway Conservancy 1111 Red River St Austin TX 78701 N/A PC Designated Grant: General operating and support 7500 Waterloo Greenway Conservancy 1111 Red River St Austin TX 78701 N/A PC Designated Grant: General operating and support 22000 Barton Springs Conservancy 2100 Stamford Lane Austin TX 78703 N/A PC Other: Conservation Connecting People to Nature 100000 Casa Mateo 5773 Woodway Dr 236 Houston TX 77057 N/A PC Other: Casa Mateos Founders Campaign 100000 Grantmakers for Education 400 SE 103rd Dr 33348 Portland OR 97216 N/A PC Other: General operating, support, programs, and initiatives 4500 National Center for Family Philanthropy Inc 1667 K Street NW Washington DC 20006 N/A PC Other: General operating, support, programs, and initiatives 5000 Philanthropy Southwest 1910 Pacific Ave Ste 13500 Dallas TX 75201 N/A PC Other: General operating, support, programs, and initiatives 6050 United Way of Greater Houston 50 Waugh Drive Houston TX 77007 N/A PC Other: Greater Houston Disaster Alliance: Severe Weather & Derecho Recovery Fund 100000 United Way of Greater Houston 50 Waugh Drive Houston TX 77007 N/A PC Other: Greater Houston Disaster Alliance: Hurricane Beryl Relief Fund 100000 Walker County Historical Commission 1301 Sam Houston Avenue Rm 218 Huntsville TX 77340 N/A GOV Other: Address and repair plumbing issues 8000 18465732 KIPP Texas Inc PO Box 676718 Dallas TX 75267 N/A PC Early Childhood Development and Education: High-Quality Providers and Educators 100000 TEACH for Houston 2443 Fillmore St 380-9883 San Francisco CA 94115 N/A PC Quality Public K-12 Schools: Excellent Educators 100000 YES Prep Public Schools Inc 5455 South Loop East Houston TX 77033 N/A PC Quality Public K-12 Schools: Quality Schools and Models 100000 American Festival for the Arts 241 N Milby Street Suite B Houston TX 77003 N/A PC Arts: Student Education Programs 50000 Austin Theatre Alliance 713 Congress Ave Austin TX 78701 N/A PC Arts: Student Education Programs 50000 Bayou City Waterkeeper 2010 North Loop West Suite 103 Houston TX 77018 N/A PC Conservation: Environmental Protection 50000 Coalition for the Homeless of HoustonHarris County 2000 Crawford Street Suite 700 Houston TX 77002 N/A PC Human Services: Stabilization and Empowerment 50000 Creative Action 1023 Springdale Rd Bldg 3 Austin TX 78721 N/A PC Arts: Student Education Programs 50000 DACAMERA 1402 Sul Ross St Houston TX 77006 N/A PC Arts: Student Education Programs 50000 Ensemble Theatre The 3535 Main Street Houston TX 77002 N/A PC Arts: Student Education Programs 50000 FotoFest Inc 2000 Edwards St Bldg C Ste 2 Houston TX 77007 N/A PC Arts: Student Education Programs 50000 Houston Area Women's Center 3077 El Camino St Houston TX 77054 N/A PC Human Services: Stabilization and Empowerment 50000 Houston Audubon Society 440 Wilchester Blvd Houston TX 77079 N/A PC Conservation: Conservation and Environmental Education 50000 LifeWorks 3700 S 1st St Austin TX 78704 N/A PC Human Services: Stabilization and Empowerment 50000 Performing Arts Houston 615 Louisiana Street Suite 100 Houston TX 77002 N/A PC Arts: Public Arts and Culture Access 50000 SAFE PO Box 19454 Austin TX 787609454 N/A PC Human Services: Stabilization and Empowerment 50000 Sam Houston State University (SHSU) Box 2537 Huntsville TX 773412537 N/A GOV Human Services: Stabilization and Empowerment 50000 Shoal Creek Conservancy PO Box 11520 Austin TX 78711 N/A PC Conservation: Environmental Protection 50000 Teach Plus Inc 1 Beacon St 15th Floor Suite 1500 Boston MA 02108 N/A PC Quality Public K-12 Schools: Excellent Educators 50000 Teach Plus Inc 1 Beacon St 15th Floor Suite 1500 Boston MA 02108 N/A PC Quality Public K-12 Schools: Excellent Educators 50000 Art League Houston 1953 Montrose Blvd Houston TX 77006 N/A PC Arts: Student Education Programs 40000 ChildBuilders 11152 Westheimer Rd 794 Houston TX 77042 N/A PC Human Services: Emotional Wellbeing 40000 LIFE Houston 2002 South Wayside Drive Houston TX 77023 N/A PC Human Services: Stabilization and Empowerment 40000 Memorial Assistance Ministries Inc 1625 Blalock Road Houston TX 77080 N/A PC Human Services: Stabilization and Empowerment 25000 1295000 14 192493 14 5995061 18 29892901 0 36080455 0 36080455 0 0 0 0 0 0 0 0 0 0 Financial statement audits 24500 12250 12250 Tax compliance 7100 3550 3850 1,500,000 Adobe Inc Note 2.300% 02/01/2030 1334115 1334115 1,500,000 Amazon.com Inc Note 3.600% 04/13/2032 1388430 1388430 500,000 Enterprise Products Operating LLC Note 3.950% 02/15/2027 493015 493015 1,500,000 Goldman Sachs Group Inc Note 3.750% 05/22/2025 1494495 1494495 1,500,000 Home Depot Inc Note 2.950% 06/15/2029 1391040 1391040 1,500,000 JPMorgan Chase & Co Note 2.950% 10/01/2026 1461450 1461450 1,500,000 Mastercard Inc Note 3.350% 03/26/2030 1401720 1401720 1,500,000 Morgan Stanley Ser I Mtn 3.625% 01/20/2027 1472655 1472655 500,000 PepsiCo Inc Note 2.375% 10/06/2026 483130 483130 1,000,000 PepsiCo Inc Note 2.625% 07/29/2029 916670 916670 500,000 Philip Morris International Inc Note 2.750% 02/25/2026 489250 489250 1,000,000 Philip Morris International Inc Note 3.375% 08/15/2029 938250 938250 500,000 State Street Corp Note 2.650% 05/19/2026 487725 487725 1,500,000 Visa Inc Note 2.050% 04/15/2030 1311735 1311735 1,500,000 Wells Fargo & Co Note 3.000% 10/23/2026 1454430 1454430 39,640 Abbott Laboratories 4483679 4483679 9,875 Adobe Inc 4391215 4391215 80,000 Alphabet Inc Class C 15235200 15235200 99,600 Amazon.com Inc 21851244 21851244 58,975 Apple Inc 14768520 14768520 2,196,943 Artisan International Fund Inst 65012288 65012288 6,775 ASML Holding NV 4695617 4695617 66,200 AstraZeneca PLC 4337424 4337424 12,440 Automatic Data Processing Inc 3641561 3641561 90,500 BAE Systems PLC 5172980 5172980 9,905 BlackRock Inc 10153715 10153715 14,975 Broadridge Financial Solutions Inc 3385698 3385698 56,235 Canadian Pacific Kansas City Ltd 4069727 4069727 39,939 Chevron Corporation 5784765 5784765 14,000 CME Group Inc 3251220 3251220 50,033 Coca-Cola Co 3115055 3115055 40,200 Costar Group Inc 2877918 2877918 7,000 Deere & Co 2965900 2965900 2,500 Eli Lilly And Co 1930000 1930000 49,250 EOG Resources Inc 6037065 6037065 10,550 Gartner Inc Com 5111159 5111159 8,500 Home Depot Inc 3306415 3306415 10,250 Icon PLC 2149528 2149528 45,175 Intercontinental Exchange Inc 6731527 6731527 14,850 Intuit Inc 9333225 9333225 20,275 Intuitive Surgical, Inc. 10582739 10582739 20,000 LVMH Moet Hennessy Louis Vuitton 2613800 2613800 13,250 Marriott International Inc 3695955 3695955 15,100 Mastercard Inc 7951207 7951207 23,530 McDonald's Corp 6821112 6821112 61,060 Microsoft Corp 25736790 25736790 32,857 Mondelez International Inc 1962549 1962549 47,520 Nike Inc 3595838 3595838 89,450 Novo Nordisk A/S 7694489 7694489 103,750 Nvidia Corp 13932588 13932588 13,000 Old Dominion Freight Line Inc 2293200 2293200 13,825 Otis Worldwide Corp 1280333 1280333 14,998 PepsiCo Inc 2280596 2280596 27,460 Progressive Corp 6579691 6579691 12,415 S&P Global Inc 6183042 6183042 6,500 Servicenow Inc 6890780 6890780 13,275 Sherwin-Williams Co 4512571 4512571 27,925 Taiwan Semiconductor Manufacturing 5514908 5514908 55,495 Texas Instruments Inc 10405867 10405867 18,310 Union Pacific Corp 4175412 4175412 20,820 UnitedHealth Group Inc 10532005 10532005 650,253 Vanguard Mid-Cap Index Fund Inst 46954760 46954760 13,650 Verisk Analytics, Inc. 3759620 3759620 43,525 Visa Inc 13755641 13755641 10,000 Zoetis Inc 1629300 1629300 7353624 7353624 0 0 General counsel 11434 0 12780 Bank charges 17067 17067 0 Dues and subscriptions 2830 142 3477 Insurance 4157 208 4002 Office expense 19775 989 19306 Payroll processing fees 9627 481 9138 Software expense 11786 0 12836 Technology expense 4686 234 4457 Telephone 4206 210 4131 Unrealized appreciation in value of investments 11803765 Difference between cost and fair market value of noncash grants 3815858 Administrative consultation and support 19648 0 19708 Information technology services 19054 0 18524 Investment management fees 737937 737937 0 Professional development 20048 0 26379 Human resources and recruitment 14961 0 14961 Strategic planning 8400 0 8400 Excise tax 488096 0 0 Foreign tax 119049 119049 0