2022-11-14T16:35:03-06:00 2021-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2021-01-01 760647361 The Cullen Foundation CULL 7136518839 2727 Allen Parkway 1050 Houston TX 770192115 Scott W Wise President/ Treasurer 7136518839 2022-11-14 1 Scott Wise 999009999 Kurt Coburn P01638285 7134395739 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 417535624 X X 7465 7465 758001 758001 21703759 24454012 20252641 5102388 4658212 27571613 25676319 738200 221460 516740 275846 91000 174846 205457 65418 140039 29075 12538 14537 1669589 1664200 5389 357700 7700 0 25063 7492 71449 20720 50729 54 0 54 592 189 403 330094 269030 61064 3703119 2359747 963801 19010000 19010000 22713119 2359747 19973801 4858494 23316572 57646 529908 529908 1607617 5125448 5125448 26821020 25286072 52161060 9980457 8855068 8825614 239412154 242946055 350771886 224161 102453 126871 121708 121708 278005765 282864259 417535624 0 0 X 278005765 282864259 278005765 282864259 278005765 282864259 278005765 4858494 0 282864259 0 282864259 Publicly traded securities 17056774 8492090 8564684 8564684 Passthrough K-1 capital gain 6673491 6673491 Eminence Fund Long Ltd P 2017-08-01 2021-06-01 7397238 2397238 5000000 5000000 Security settlement proceeds 14466 14466 20252641 324100 0 324100 0 324100 320525 0 0 0 320525 X 0 3575 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 1 0 1 www.cullenfdn.org Peggy Reid 7136518839 2727 Allen Parkway Ste 1050 Houston TX 770192115 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Wilhelmina E Robertson 2727 Allen Pkwy Ste 1050 Houston TX 77019 Chair/Director 10.00 0 0 0 Carla Knobloch 2727 Allen Pkwy Ste 1050 Houston TX 77019 Vice Chair/Director 2.00 0 0 0 Meredith T Cullen 2727 Allen Pkwy Ste 1050 Houston TX 77019 Secretary/Director 2.00 0 0 0 Isaac Arnold III 2727 Allen Pkwy Ste 1050 Houston TX 77019 Director 2.00 0 0 0 Bert L Campbell 2727 Allen Pkwy Ste 1050 Houston TX 77019 Director (until May) 2.00 0 0 0 Marvin E Odum 2727 Allen Pkwy Ste 1050 Houston TX 77019 Director 2.00 0 0 0 Scott W Wise 2727 Allen Pkwy Ste 1050 Houston TX 77019 President/Treasurer 40.00 477198 56950 0 Laura Chapman 2727 Allen Pkwy Ste 1050 Houston TX 77019 Vice President 40.00 261002 32425 0 Peggy Reid 2727 Allen Parkway Suite 1050 Houston TX 770192115 Controller 40.00 202000 44698 0 Gina McEvily 2727 Allen Parkway Suite 1050 Houston TX 770192115 Grants Administrator 33.00 73845 17837 0 0 Silchester International Investors 780 Third Ave 42nd Fl New York NY 10017 Investment Management 281324 Northern Trust Company 50 South LaSalle Chicago IL 60603 Custody/Investment Management 227038 Albourne America LLC 655 Montgomery St Ste 1910 San Francisco CA 94111 Investment Advisory 120000 Income Research Management Inc 100 Federal St 30th Fl Boston IL 02110 Investment Management 65627 0 0 62661381 3860604 349907607 416429592 0 0 416429592 6246444 410183148 20509157 20509157 324100 267508 591608 19917549 0 19917549 0 19917549 19973801 0 13930 19987731 19917549 5741949 0 0 19987731 5741949 0 0 14245782 0 0 0 0 0 0 0 0 5671767 0 0 0 Gina McEvily The Cullen Foundation 2727 Allen Parkway Suite 1050 Houston TX 770192115 7136518837 gina@cullenfdn.org See www.cullenfdn.org for online application and information. None Restricted to Texas-based charitable organizations for programs in Texas, primarily in the Houston area. A D Players 5420 Westheimer Rd Houston TX 77056 N/A PC COVID-19 Relief Support 100000 Asia Society 1370 Southmore Blvd Houston TX 77004 N/A PC Education Project 500000 Alley Theatre 615 Texas Ave Houston TX 77002 N/A PC Annual Giving Grant 150000 Alley Theatre 615 Texas Ave Houston TX 77002 N/A PC A Christmas Carol Adaptation by Rob Melrose 500000 The Children's Museum of Houston 1500 Binz St Houston TX 77004 N/A PC Annual Giving Grant 60000 Da Camera Society of Texas 1402 Sul Ross St Houston TX 77006 N/A PC Annual Giving Grant 75000 Emancipation Park Conservancy 3018 Emancipation Ave Houston TX 77004 N/A PC Cultural Heritage Welcome Center 300000 Houston Arts Alliance 5280 Caroline St Ste 100 Houston TX 77004 N/A PC Houston BIPOC Arts Network & Fund (BANF) 200000 Houston Ballet Foundation 601 Preston St Houston TX 77002 N/A PC Annual Giving Grant 150000 Houston Grand Opera Association Inc 510 Preston St Houston TX 77002 N/A PC Annual Giving Grant 150000 Houston Grand Opera Association Inc 510 Preston St Houston TX 77002 N/A PC COVID-19 Relief Support 100000 Houston Museum of Natural Science 5555 Hermann Park Dr Houston TX 77030 N/A PC Annual Giving Grant 150000 Houston Public Media Foundation 4343 Elgin St Houston TX 77204 N/A PC Annual Giving Grant 75000 Houston Symphony Society 615 Louisiana St Ste 102 Houston TX 77002 N/A PC Annual Giving Grant 150000 Houston Symphony Society 615 Louisiana St Ste 102 Houston TX 77002 N/A PC COVID-19 Relief Support 100000 Lone Star Flight Museum 11551 Aerospace Ave Houston TX 77034 N/A PC STEM Education Program 100000 Menil Foundation Inc 1519 Branard St Houston TX 77006 N/A PC Annual Giving Grant 125000 The Museum of Fine Arts Houston PO Box 6826 Houston TX 77265 N/A PC Annual Giving Grant 150000 Society for the Performing Arts 615 Louisiana St Ste 100 Houston TX 77002 N/A PC Houston Artist Commissioning Project 100000 The Beta Foundation dba Beta Academy 9701 Almeda Genoa Rd Houston TX 77075 N/A PC COVID-19 Related Summer School 175000 Breakthrough Houston 2401 Claremont Ln Houston TX 77019 N/A PC COVID-19 Relief Support 100000 Chinquapin Preparatory School 2615 E Wallisville Rd Houston TX 77562 N/A PC COVID-19 Relief Support 150000 EMERGE Fellowship 11251 Northwest Fwy Ste 330 Houston TX 77092 N/A PC EMERGE college success program 400000 The Kinkaid School 201 Kinkaid School Dr Houston TX 77024 N/A PC Annual Giving Grant Engineering, Math and Science Institute 60000 University of Houston System 212 East Cullen Building Houston TX 77204 N/A GOV UH Cougar Tutor Instructional Recovery Partnership 500000 W Oscar Neuhaus Memorial Foundation 4433 Bissonnet St Bellaire TX 77401 N/A PC Annual Giving Grant 60000 Wonderland Educational Estate Association Inc 5807 Calhoun Rd Houston TX 77021 N/A PC COVID-19 Related Summer School 50000 Yellowstone Academy Inc 3000 Trulley St Houston TX 77004 N/A PC Capital Campaign - Yellowstone. Forever. 500000 Baylor College of Medicine One Baylor Plaza Ste 143A Houston TX 77030 N/A PC Capital Campaign - Health Sciences Tower 8000000 The Council on Recovery PO Box 2768 Houston TX 77252 N/A PC Annual Giving Grant 40000 Texas Children's Hospital 1919 S Braesweed Blvd Ste 5214 Houston TX 77030 N/A PC The Cullen Fdn Distinguished Endowed Chair at the Jan & Dan Duncan Neurological Research Institute 600000 BridgeYear 3414 Eastside St Houston TX 77098 N/A PC BridgeYear Advising Expansion: Career Pathways Website + Ambassador Program 200000 Buffalo Bayou Partnership 1019 Commerce St Ste 200 Houston TX 77002 N/A PC Lockwood South Housing Development in Buffalo Bayou East 1500000 Evelyn's Park Conservancy 4400 Bellaire Blvd Bellaire TX 77401 N/A PC Capital Campaign - Evelyns Park Phase II: Give to Grow 100000 Greater Houston Community Foundation 515 Post Oak Blvd Ste 1000 Houston TX 77027 N/A PC Texas Equitable Uptake Vaccine Fund 200000 Hermann Park Conservancy 1700 Hermann Dr Houston TX 77004 N/A PC Capital Campaign - Play Your Park 1000000 Houston Arboretum & Nature Center 4501 Woodway Dr Houston TX 77024 N/A PC Annual Giving Grant 40000 Houston Area Women's Center Inc 1010 Waugh Dr Houston TX 77019 N/A PC Capital Campaign - Campaign for Courage 750000 Houston Botanic Garden 8205 N Bayou Dr Houston TX 77017 N/A PC Emergency Funding for Recovery from Winter Storm Uri 50000 Houston Habitat for Humanity Inc 3750 N McCarty St Houston TX 77029 N/A PC Robins Landing, Building Community from the Ground Up 500000 JUST Community Inc PO Box 153188 Austin TX 78715 N/A PC Investing in ambitious Texas women: JUST's expansion into Houston 100000 The Salvation Army - Houston Texas Area Command 1500 Austin St Houston TX 77002 N/A PC Salvation Army Greater Houston Area Command Near Northside Campus Project 250000 SPARK PO Box 1562 Houston TX 77251 N/A PC Four SPARK Parks 100000 The United Way of Greater Houston 50 Waugh Dr Houston TX 77007 N/A PC Annual Giving Grant 250000 Westchase District Community Fund 10370 Richmond Ave Ste 1350 Houston TX 77042 N/A PC Wilcrest Park 50000 The WorkFaith Connection 4555 Dacoma St Ste 200 Houston TX 77092 N/A PC WorkFaith Expansion 2021 50000 19010000 Baylor College of Medicine One Baylor Plaza Ste 143A Houston TX 77030 N/A PC Capital Campaign - Health Sciences Tower 12000000 Texas Children's Hospital 1919 S Braesweed Blvd Ste 5214 Houston TX 77030 N/A PC The Cullen Fdn Distinguished Endowed Chair at the Jan & Dan Duncan Neurological Research Institute 600000 12600000 14 7465 14 758001 525990 1451118 18 20252641 Oil & gas royalties 15 147633 Passthrough K-1 Income 525990 -22732 14 4497131 Tax refund 01 480356 1428386 26143227 0 27571613 0 0 0 0 0 0 0 0 0 0 Audit fees 20500 10250 10250 Tax compliance 8575 2288 4287 Leasehold improvements 2017-04-01 100442 23436 SL 15.000000000000 6697 0 Equipment 2013-09-23 27336 21571 SL 5.000000000000 3844 0 Furniture 2017-04-01 64765 32383 SL 7.000000000000 9252 0 Software 2021-07-01 31618 SL 3.000000000000 5270 0 Passthrough K-1 capital gain (UBTI) Purchased Cost 0 1451118 PIMCO Short Term Fund Instl 8855068 8825614 4,960 shs Abbott Laboratories 278100 698070 570 shs Adobe Sys Inc 202390 323224 1,000 shs Air Prod & Chem Inc 156680 304260 600 shs Alphabet Inc Cap Stk Cl C 505801 1736154 505 shs Amazon Inc 941775 1683842 12,120 shs Apple Inc Stk 86498 2152148 550 shs Asml Hldg Nv Ny Reg 2012 55790 437877 650 shs Automatic Data Processing Inc 24360 160277 925 shs Blackrock Inc Stk 286616 846893 1,600 shs Broadridge Finl Solutions 197482 292512 4,400 shs Canadian Pac Ry Ltd Npv 111319 316536 3,360 shs Chevron Corp 182697 394296 8,000 shs Clarivate Plc 205686 188160 8,620 shs Coca Cola Co 215035 510390 9,980 shs cast Corp New-Cl A 325777 502293 2,450 shs Estee Lauder panies Inc Cl A 208422 906990 1,000 shs Gartner Inc 238604 334320 3,000 shs Ihs Markit Stock Merger S&P Global 238813 398760 3,550 shs Intercontinental Exchange Inc 203791 485534 800 shs Intuit 221509 514576 1,950 shs Intuitive Surgical Inc New Stk 218660 700635 3,158 shs Jpmorgan Chase & Co 131022 500069 3,100 shs Marriott Intl Inc New Stk Cl A 442043 512244 850 shs Masimo Corp Stk 186992 248863 850 shs Mastercard Inc Cl A 189124 305422 1,720 shs Mc Donalds Corp 99997 461080 5,050 shs Meta Platforms Inc 721197 1698568 8,150 shs Microsoft Corp 491463 2741008 3,630 shs Nestle S A Sp Adr Repstg Reg Sh 148712 509543 130 shs Netflix Inc Stk 82418 78317 3,400 shs Nike Inc Cl B 189754 566678 4,350 shs Novo-Nordisk A S Adr 58965 487200 1,400 shs Otis Worldwide Corp 99278 121898 3,250 shs Pepsico Inc 284826 564558 4,230 shs Philip Morris Intl Stk Npv 194418 401850 4,700 shs Progressive Corp Oh 355228 482455 3,100 shs Raytheon Technologies Corp 208867 266786 1,550 shs S&P Global Inc 372044 731492 1,050 shs Sherwin-Williams Co 159449 369768 4,140 shs Texas Instruments Inc 107939 780266 2,550 shs Union Pac Corp 271284 642422 2,450 shs Unitedhealth Group Inc 612925 1230243 1,150 shs Verisk Analytics Inc 113761 263040 3,400 shs Visa Inc Cl A Stk 267043 736814 900 shs Zoetis Inc Cl A 144125 219626 216,000 shs China Hongxing SPO HKD 1 1 61,894 shs NTGI-QM Daily Russell 1000 Fd 14247392 23353102 AKO European Long-Only Fund Ltd AT COST 10251183 17862390 AKO Global Fund Limited AT COST 12000000 14482324 Atalan Offshore Fund, Ltd AT COST 12000000 13261435 Blackgold Private Energy Ptrs LP AT COST 1781242 2074613 Cedar Rock Capital Partners LLC AT COST 21166041 25784981 Cevian Capital II Ltd AT COST 12000000 16204205 Coatue Growth Fund V LP AT COST 3166166 3712813 Coatue Offshore Fund Ltd AT COST 18000000 31196881 CREA Partners II LP AT COST 8022161 10313896 CREA Partners III LP AT COST 1027948 953531 Diameter Offshore Fund LP AT COST 17000000 22283108 Eminence Fund Ltd AT COST 20000000 38498961 Encap Flatrock Midstream Fd II-C LP AT COST 1781139 817221 GSR 2017 Opportunities Fund LP AT COST 826103 1411090 GSR Ventures VI LP AT COST 813031 1213306 GSR Ventures VII LP AT COST 1344380 2285190 GSR Zebra SPV LP AT COST 243635 317652 Highland Cap Invs Corp Hldg AT COST 384621 1 IR&M Core Plus Bond Fund LLC AT COST 21708385 21978989 Meadow Real Estate V LP AT COST 5582720 7357825 Merit Energy Partners K LP AT COST 2708847 3485450 Oaktree Mezzanine Fund III LP AT COST 1402 4647 OCM Opportunities Fund VIIB LP AT COST 59980 6519 SCF-IX LP AT COST 1410155 1778541 Silchester Intl Inv Intl V E Tr AT COST 25810074 26916971 Silver Point Dist Opp Instl Pts AT COST 5508820 8459454 Stonelake Opportunity Ptrs II LP AT COST 3522992 14957969 Stonelake Opportunity Ptrs III LP AT COST 763381 3420353 Stonelake Opportunity Ptrs IV LP AT COST 2042262 6750752 Stonelake Opportunity Ptrs V LP AT COST 3176746 5232249 Stonelake Opportunity Ptrs VI LP AT COST 1833647 2054505 Tremblant Long Fund Ltd AT COST 15000000 26188823 ValueAct Capital Intl II LP AT COST 12000000 19328911 OCM Opportunities Dist Rec AT COST 8994 8994 Royalty Interests AT COST 0 167336 Leasehold improvements 100442 30133 70309 70309 Equipment 27336 25415 1921 1921 Furniture 64765 41635 23130 23130 Software 31618 5270 26348 26348 Bank charges 3333 1066 2267 Bank custodial fees 219987 219987 0 Dues and registrations 8814 0 8814 Insurance 33403 10689 22714 Oil & gas other deductions 23607 23607 0 Other investment fees 848 848 0 Other administrative exp 1579 505 1074 Supplies and equipment 7640 2445 5195 Technology 30883 9883 21000 Oil & gas royalties 147633 147633 147633 Passthrough K-1 Income 4474399 4510579 4474399 Tax refund 480356 480356 Investment management fees 1541664 1541664 0 Investment consulting fees 120000 120000 0 Payroll services 7925 2536 5389 Excise tax 350000 0 0 Ad valorem taxes 2802 2802 0 O & G production taxes 4898 4898 0 BlackGold Private Equity Partners 109 N Post Oak Ln Ste 500 Houston TX 77024 811616295 Distribution from investment fund. Entity is not a business enterprise, per IRC 4943(d)(3)(B). 0 3208853