2022-10-17T16:29:55-05:00 2021-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2021-01-01 760537479 CFP Foundation CFPF 7138303400 11 Greenway Plaza 2600 Houston TX 77046 Gary T Crum Pres/Treas. 7138303400 2022-10-17 1 Gary Crum 999009999 Barbara Murphy P01386215 7134395739 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 101629323 X X 3157 3157 1573258 1573258 7088491 11115530 7088491 17128 17128 8682034 8682034 122815 0 122815 3000 1500 1500 147432 147432 0 120886 5886 0 39185 9796 29389 336639 267060 69579 769957 431674 223283 3395750 3395750 4165707 431674 3619033 4516327 8250360 526097 209118 209118 896303 676640 676640 9786756 7485215 7457320 45467227 49326668 77807154 798500 798500 766946 6120359 9615428 14712145 63595242 68111569 101629323 0 0 X 0 0 0 0 63595242 68111569 63595242 68111569 63595242 68111569 63595242 4516327 0 68111569 0 68111569 Publicly-traded securities 7431342 4027039 3404303 3404303 Passthrough K-1 capital gain P 3684188 3684188 3684188 7088491 114680 0 114680 0 114680 83723 0 40000 0 123723 X 0 9043 9043 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 None Julie Crochet 7138303400 11 Greenway Plaza Ste 2600 Houston TX 770461103 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Gary T Crum 11 Greenway Plaza Ste 2600 Houston TX 77046 Pres/Treas. 2.00 0 0 0 Sylvie P Crum 11 Greenway Plaza Ste 2600 Houston TX 77046 Exec. VP 1.00 0 0 0 Clayton M Harkness 11 Greenway Plaza Ste 2600 Houston TX 77046 Executive Dir. 40.00 111650 11165 0 NONE 0 Triformis Inc PO Box 1063 Houston TX 77251 Administrative 131732 CIBC Private Wealth Management 100 Federal St Boston MA 021101802 Investment mgmt 81447 UBS Financial Services Inc 380 Knollwood St Ste 250 WinstonSalem NC 271031868 Investment mgmt 65969 0 0 84494991 525378 13298660 98319029 0 0 98319029 1474785 96844244 4842212 4842212 114680 114680 4727532 0 4727532 0 4727532 3619033 0 3619033 4727532 3481656 0 0 3619033 3481656 0 0 137377 0 0 0 0 0 0 0 0 4590155 0 0 0 Gary T Crum Sylvie P Crum X Aspen Community Foundation 455 Gold Rivers Court Suite 515 Basalt CO 81621 N/A PC General Support 30000 Bo's Place 10050 Buffalo Speedway Houston TX 77054 N/A PC General Support 20000 Breakthrough Houston 2401 Claremont Lane Houston TX 77019 N/A PC General Support 40000 George W Bush Foundation 2943 SMU Boulevard Dallas TX 75205 N/A PC General Support 25000 Camp for All 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330 Houston TX 77092 N/A PC General Support 20000 Episcopal High School 4650 Bissonnet Bellaire TX 774013002 N/A PC General Support 20000 Ex Students Association of the University of Texas POBox 142309 Austin TX 78714 N/A PC General Support 100750 FuelEd Schools Inc 2990 Richmond Avenue Suite 525 Houston TX 77098 N/A PC General Support 35000 Genesys Works 3100 Main Street Suite 702 Houston TX 77002 N/A PC General Support 25000 Houston Arboretum & Nature Center 4501 Woodway Drive Houston TX 77024 N/A PC General Support 25000 Houston Hospice 1905 Holcombe Blvd Houston TX 770304123 N/A PC General Support 15000 The Methodist Hospital Foundation dba Houston Methodist Hospital Foundation 1707 Sunset Blvd Houston TX 77005 N/A PC General Support 50000 Houston Museum of Natural Science 5555 Hermann Park Drive Houston TX 770301799 N/A PC General Support 20000 Houston Zoo Inc 1513 Cambridge Street Houston TX 77030 N/A PC General Support 70000 Kinkaid School Inc (The) 201 Kinkaid School Drive Houston TX 77024 N/A PC General Support 10000 KIPP Texas Inc - DFW PO Box 674443 Dallas TX 752674443 N/A PC General Support 20000 KIPP Texas Inc - Houston PO Box 4785 MSC 300 Houston TX 772104785 N/A PC General Support 50000 Mercy Street Inc 3801 Holystone Street Dallas TX 75212 N/A PC General Support 10000 Monarch School Inc (The) 2815 Rosefield Houston TX 77080 N/A PC General Support 25000 Museum of Fine Arts Houston PO Box 6826 Houston TX 772656826 N/A PC General Support 70000 W Oscar Neuhaus Memorial Foundation 4433 Bissonnet Bellaire TX 77401 N/A PC General Support 20000 Perot Museum of Nature and Science 2201 N Field Street Dallas TX 75201 N/A PC General Support 15000 Positive Coaching Alliance - Houston 1001 North Rengstorff Avenue Suite 100 Mountain View CA 94043 N/A PC General Support 35000 Positive Coaching Alliance - North Texas 1001 North Rengstorff Avenue Suite 100 Mountain View CA 94043 N/A PC General Support 25000 Rise School of Dallas dba Ashford Rise School of Dallas 6000 Preston Road Dallas TX 75205 N/A PC General Support 10000 Salesmanship Club of Dallas 106 E 10th Street Dallas TX 752032296 N/A PC General Support 30000 Small Steps Nurturing Center 2902 Jensen Drive Houston TX 77026 N/A PC General Support 225000 Southern Methodist University PO Box 750333 Dallas TX 752750333 N/A PC General Support 325000 Special Camps for Special Kids dba Camp John Marc 4925 Greenville Avenue Suite 400 Dallas TX 75206 N/A PC General Support 15000 St Francis Episcopal Day School 335 Piney Point Road Houston TX 770246505 N/A PC General Support 395000 St John's School 2401 Claremont Lane Houston TX 77019 N/A PC General Support 25000 Teach for America Inc - Houston 2 Greenway Plaza Suite 500 Houston TX 77046 N/A PC General Support 30000 Teach for America Inc - DFW 600 North Pearl Street Suite S-2300 Dallas TX 75201 N/A PC General Support 25000 Texas Children's Hospital 1919 S Braeswood Bvlvd Suite 5214 Houston TX 77030 N/A PC General Support 100000 Theatre Under The 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Trulley Houston TX 77004 N/A PC General Support 60000 YES Prep Public Schools Inc PO Box 300467 Houston TX 77230 N/A PC General Support 75000 3395750 0 14 3157 14 1573258 18 7088491 Passthrough K-1 Income 14 17128 0 8682034 0 8682034 0 0 0 0 0 0 0 0 0 0 Tax compliance 3000 1500 1500 DOUBLELINE TOTAL RETURN BOND FUND CL I #2040 798500 766946 BLACKROCK MID-CAP GROWTH EQ I 5944400 8548462 JPMORGAN SMALL CAP GROWTH FUND CLASS I 7313214 7907629 JPMORGAN GROWTH ADVANTAGE FUND CLASS I 5739722 8174875 MORGAN STANLEY INST ASIA OPP FUND CLASS I 6732782 7297120 APPLE INC 2449941 4114297 BERKSHIRE HATHAWAY INC NEW CL B 828878 2087020 EXXON MOBIL CORP 1897512 2869811 FOUR CORNERS PPTY TRUST REIT 666635 1176400 PRICE T ROWE GROUP INC 5071273 13202410 SHERWIN WILLIAMS CO 1792350 2757413 SNAP ON INC 1797253 2498408 LINDE PLC COM 62274 131990 AIR LIQUIDE ADR 16168 19772 ASHLAND GLOBAL HLDGS INC COM 19351 32190 BERRY GLOBAL GROUP INC. 27875 58581 BHP GROUP LIMITED 22264 26554 CROWN HLDGS INC COM 30299 74779 ECOLAB INC COM 62225 92428 FMC CORP COM NEW 27125 56154 LIVENT CORP COM 16286 34425 MARTIN MARIETTA MATERIALS COM 92279 111011 SYMRISE AG ADR 15393 21041 PENTAIR PLC SHS 15077 27897 AMETEK INC NEW COM 31552 73079 ASSA ABLOY AB ADR 12737 18380 AZEK CO INC CL A 36894 39813 BAE SYS PLC SPONSORED ADR 17145 19183 CANADIAN NATL RY CO COM 10468 14375 CINTAS CORP COM 29449 50521 COSTAR GROUP INC COM 19157 43467 DAIKIN INDS LTD ADR 15516 22724 FANUC LTD JAPAN ADR 20542 22188 HONEYWELL INTERNATIONAL INC COM 142242 204757 HOWMET AEROSPACE INC COM 26692 24127 HUBBELL INC COM 22632 46444 IAA INC COM 28259 38775 IDEX CORP COM 45910 73732 INGERSOLL RAND INC COM 58010 72821 MASCO CORP COM 28092 54140 NIDEC CORP SPONSORED ADR 12577 23188 OSHKOSH CORPORATION 32871 40237 OTIS WORLDWIDE CORP COM 78688 125207 RAYTHEON TECHNOLOGIES CORP COM 129402 167129 REGAL REXNORD CORPORATION 16573 58882 RITCHIE BROS AUCTIONEERS COM 9851 14629 ROPER TECHNOLOGIES, INC. 106022 206089 SIEMENS A G SPONSORED ADR 13055 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