2021-09-01T13:37:16-05:00 2020-12-31 746039142 ESTATE OF THOMAS O'CONNOR 201 E SANTA ROSA VICTORIA TX 77901 990PF 2020-01-01 746039415 THE KATHRYN O'CONNOR FOUNDATION KATH 3615786271 P O BOX 400 VICTORIA TX 779020400 RALPH R GILSTER III SECRETARY 3615786271 2021-09-01 1 RALPH GILSTER III XXX-XX-XXXX EARL T FALES CPA P00145032 3615786271 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 12736253 X 101836 226 226 129949 129949 316777 3316536 316777 49139 49139 597927 496091 0 0 0 16634 10558 0 48545 48435 55 65179 58993 55 396433 396433 461612 58993 396488 136315 437098 615013 633745 633745 63 142 63 63 1924 1924 15010 14160 15334 6114129 6225666 11713553 250004 250004 345692 25942 22563 3899 3379 25942 6998197 7128941 12736253 5571 0 5571 0 X 6992626 7128941 0 0 0 0 6992626 7128941 6998197 7128941 6992626 136315 0 7128941 0 7128941 PUBLICLY TRADED SECURITIES P 3316536 2999759 316777 316777 316777 6076 0 6076 0 6076 8000 0 0 0 8000 0 1924 1924 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 NONE THE FOUNDATION 3615786271 P O BOX 400 VICTORIA TX 779020400 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 D H BRAMAN III P O BOX 400 VICTORIA TX 779020400 VP/TRUSTEE 0.00 0 0 0 LOUISE O'CONNOR P O BOX 400 VICTORIA TX 779020400 VP/TRUSTEE 0.00 0 0 0 KATHRYN COUNTS P O BOX 400 VICTORIA TX 779020400 VP/TRUSTEE 0.00 0 0 0 VENABLE PROCTOR P O BOX 400 VICTORIA TX 779020400 SECRETARY 0.00 0 0 0 RALPH R GILSTER III P O BOX 400 VICTORIA TX 779020400 PRESIDENT/TREASURER/TRUSTE 0.00 0 0 0 JUNIE G MESKEY P O BOX 400 VICTORIA TX 779020400 TRUSTEE 0.00 0 0 0 KATHRYN C DUNNAM P O BOX 400 VICTORIA TX 779020400 TRUSTEE 0.00 0 0 0 VIRGINIA D LEBERMANN P O BOX 400 VICTORIA TX 779020400 TRUSTEE 0.00 0 0 0 BLAND PROCTOR P O BOX 400 VICTORIA TX 779020400 ASSISTANT SECRETARY 0.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 0 9669794 1250083 153226 11073103 0 0 11073103 396488 10676615 533831 533831 6076 6076 527755 0 527755 0 527755 396488 0 396488 0 396488 527755 0 0 241024 241024 396488 0 0 101836 294652 0 233103 233103 109757 0 0 0 0 0 101836 0 7921 7921 BLAND PROCTOR P O BOX 400 VICTORIA TX 779020400 3615786271 REQUESTS SHOULD BE IN WRITING, INCLUDING A RESUME OF ACTIVITIES, AND A SPECIFIC DOLLAR REQUEST. NONE GENERALLY LIMITED TO CHARITABLE, RELIGIOUS AND EDUCATIONAL ORGANIZATIONS IN REFUGIO AND VICTORIA COUNTIES, TEXAS. AFFECTIONATE ARMS P O BOX 7604 VICTORIA TX 77903 PC OPERATIONAL SUPPORT 8500 BILLY T CATTAN RECOVERY OUTREACH INC 802 E CRESTWOOD VICTORIA TX 77901 PC OPERATIONAL SUPPORT 1000 BOYS & GIRLS CLUB OF REFUGIO COUNTY P O BOX 56 REFUGIO TX 78377 PC SUPPORT FOR TRIPLE PLAY PROGRAM 8000 BOYS & GIRLS CLUB OF VICTORIA INC P O BOX 2565 VICTORIA TX 77902 PC ENHANCEMENT OF YOUTH PROGRAM SERVICES 8000 CHILDREN'S DISCOVERY MUSEUM INC P O BOX 3781 VICTORIA TX 77903 PC OPERATIONAL SUPPORT 1000 CHRIST'S KITCHEN P O BOX 3391 VICTORIA TX 77903 PC OPERATIONAL SUPPORT 10000 CITY OF GOLIAD VOLUNTEER FIRE DEPARTMENT P O BOX 939 GOLIAD TX 77963 GOV OPERATIONAL SUPPORT 2500 COMMUNITY ACTION COMMITTEE OF VICTORIA TEXAS P O BOX 3607 VICTORIA TX 77903 PC SUPPORT OF MEAL DELIVERY PROGRAMS 5000 COUNTY OF GOLIAD P O BOX 1025 GOLIAD TX 77963 GOV FUNDING OF SALARY AND BENEFITS FOR A PROFESSIONAL CURATOR 5000 CROSSROADS BUSINESS EDUCATION CONNECTION 3404 N BEN WILSON ST VICTORIA TX 77901 PC SUPPORT PROGRAMS DESIGNED TO ASSIST STUDENTS' SUCCESS IN THE WORKFORCE AND LIFE. 1500 DONUM DEI DBA THE RIDING THERAPY CENTER OF VICTORIA P O BOX 462 NURSERY TX 77976 PC OPERATIONAL SUPPORT 4000 DOROTHY O'CONNOR PET ADOPTION CENTER P O BOX 400 VICTORIA TX 779020400 POF OPERATIONAL SUPPORT 5000 ENCOUNTER COMMUNITY OUTREACH INC DBA VICTORY CHRISTIAN LIFE CENTER 1604 E CRESTWOOD DRIVE VICTORIA TX 77901 PC FOOD PANTRY OPERATIONAL SUPPORT 4000 FOOD BANK OF THE GOLDEN CRESCENT P O BOX 5085 VICTORIA TX 77903 PC OPERATIONAL SUPPORT 15000 FOSTER PARENTS OF VICTORIA P O BOX 1593 VICTORIA TX 77902 PC OPERATIONAL SUPPORT 6000 GOLDEN CRESCENT CASA INC P O BOX 1627 VICTORIA TX 779021627 PC OPERATIONAL SUPPORT 20000 GOLDEN CRESCENT HABITAT FOR HUMANITY P O BOX 1357 VICTORIA TX 77902 PC OPERATIONAL SUPPORT 2500 GOLIAD COUNTY SENIOR CITIZENS INC P O BOX 1357 GOLIAD TX 779631357 PC OPERATIONAL SUPPORT 5000 GULF BEND MENTAL HEALTH MENTAL RETARDATION CENTER 6502 NURSERY DRIVE SUITE 100 VICTORIA TX 77904 PC OPERATIONAL SUPPORT 7500 JOY MINISTRIES OUTREACH INC 1106 W HOUSTON ROAD REFUGIO TX 78377 PC OPERATIONAL SUPPORT 2500 LIFE AT ITS BEST FOUNDATION INC DBA HOUSE OF PALMS PO BOX 4886 VICTORIA TX 77903 PC OPERATIONAL SUPPORT 500 MID-COAST FAMILY SERVICES 120 S MAIN SUITE 175 VICTORIA TX 77901 PC STAR FAMILY SERVICES PROGRAM AND OTHER OPERATIONAL SUPPORT 25000 NAZARETH ACADEMY 206 WEST CONVENT VICTORIA TX 77901 PC OPERATIONAL SUPPORT 5000 OUR LADY OF GUADALUPE CHURCH P O DRAWER I TIVOLI TX 77990 PC OPERATIONAL SUPPORT 12000 OUR LADY OF VICTORY SCHOOL 1311 E MESQUITE LANE VICTORIA TX 77901 PC OPERATIONAL SUPPORT 5000 PAPPY'S ANIMAL RESCUE 290 FAIRGROUND ROAD REFUGIO TX 78377 PC OPERATIONAL SUPPORT 500 PERPETUAL HELP HOME INC P O BOX 4305 VICTORIA TX 77903 PC OPERATIONAL SUPPORT 6000 PROMISE POINTE INC P O BOX 2293 VICTORIA TX 77902 PC PROVIDE COMMUNITY FOR HOMELESS AND FUNDING OF RESIDENT DINING AND SHOWER FACILITY 12500 QUAIL CREEK VOLUNTEER FIRE DEPARTMENT 515 CHUKAR DRIVE VICTORIA TX 77905 PC OPERATIONAL SUPPORT 2500 RAISIN VOLUNTEER FIRE DEPARTMENT 10842 US HIGHWAY 59 SOUTH VICTORIA TX 77905 PC OPERATIONAL SUPPORT 2500 REFUGIO COUNTY ELDERLY SERVICES P O BOX 193 REFUGIO TX 78377 GOV OPERATIONAL SUPPORT 20500 REFUGIO COUNTY MEMORIAL HOSPITAL DISTRICT 107 SWIFT STREET REFUGIO TX 78377 GOV OPERATIONAL SUPPORT 5000 REFUGIO VOLUNTEER FIRE DEPARTMENT P O BOX 398 REFUGIO TX 78377 PC OPERATIONAL SUPPORT 2500 SPECIAL OLYMPICS TEXAS INC 623 POWER ST SUITE A CORPUS CHRISTI TX 78401 PC OPERATIONAL SUPPORT 2500 ST DENNIS CHURCH P O DRAWER I TIVOLI TX 77990 PC OPERATIONAL SUPPORT 82433 ST JOSEPH HIGH SCHOOL 110 E RED RIVER STREET VICTORIA TX 77901 PC OPERATIONAL SUPPORT 8000 ST THERESE CATHOLIC CHURCH P O BOX 1076 WOODSBORO TX 78393 PC OPERATIONAL SUPPORT 500 THE PRESIDIO LA BAHIA FOUNDATION PO BOX 57 GOLIAD TX 77963 PC OPERATIONAL SUPPORT 20000 THE VINE SCHOOL 2911 D AZALEA STREET VICTORIA TX 77901 PC OPERATIONAL SUPPORT 4000 TIVOLI VOLUNTEER FIRE DEPARTMENT COUNTY OF REFUGIO 808 COMMERCE ROOM 107 REFUGIO TX 78377 GOV OPERATIONAL SUPPORT 2500 TRINITY EPISCOPAL SCHOOL 1504 N MOODY VICTORIA TX 77901 PC OPERATIONAL SUPPORT 2000 VICTORIA CHRISTIAN ASSISTANCE MINISTRY P O BOX 1786 VICTORIA TX 77902 PC OPERATIONAL SUPPORT 10000 VICTORIA INDEPENDENT SCHOOL DISTRICT P O BOX 1759 VICTORIA TX 77902 GOV OPERATIONAL SUPPORT FOR KIDZ CONNECTION 8000 VICTORIA PRESERVATION INC P O BOX 1486 VICTORIA TX 77902 PC UNDERWRITING COSTS OF PUBLISHING BOOK ON HISTORIC HOMES OF VICTORIA, TX, VOLUME II 5000 VICTORIA SENIOR CITIZENS CENTER INC P O BOX 1433 VICTORIA TX 779021433 PC OPERATIONAL SUPPORT 20000 YMCA OF THE GOLDEN CRESCENT INC 1806 N NIMITZ VICTORIA TX 77901 PC OPERATIONAL SUPPORT 10000 396433 0 14 226 14 129949 15 49139 18 316777 0 496091 0 496091 0 0 0 0 0 0 0 0 0 1 O'CONNOR FAMILY CEMETERY ASSOCIATION 501(C)(13) COMMON CONTROL EXISTS SINCE TWO OF THE FOUR CEMETERY ASSOCIATION OFFICERS ALSO SERVE AS OFFICERS/TRUSTEES OF THE KATHRYN O'CONNOR FOUNDATION. X X 1 O'CONNOR & HEWITT FOUNDATION PO BOX 400 VICTORIA TX 77902 23000 X 2 OVERLAKE FOUNDATION INC PO BOX 2549 VICTORIA TX 77902 26278 X 3 PEACH MOTT FOUNDATION INC PO BOX 2549 VICTORIA TX 77902 26279 X 4 SOUTH TEXAS CHARITABLE FOUNDATION PO BOX 2549 VICTORIA TX 77902 26279 X NONE 0 FOR INVESTMENT MANAGEMENT PURPOSES, THE FOUNDATION KEEPS CASH ON HAND IN AN AMOUNT EQUAL TO CURRENT YEAR ANTICIPATED DISTRIBUTIONS PLUS ANTICIPATED ADMINISTRATIVE EXPENSES. THE AMOUNT REPORTED ON LINE 4, PART X IS EQUAL TO THE LESSER OF THE TOTAL OF THOSE ITEMS OR THE FOUNDATION'S ACTUAL AVERAGE ANNUAL BALANCE OF CASH AND CASH EQUIVALENTS. THE FOUNDATION ELECTS TO TREAT $101,836 AS A DISTRIBUTION OUT OF CORPUS RELATED TO THE CONTRIBUTIONS RECEIVED IN THE CURRENT YEAR FROM THE O'CONNOR AND HEWITT FOUNDATION (EIN #74-2527227), PEACH MOTT FOUNDATION INC. (EIN #74-2730037), OVERLAKE FOUNDATION INC. (EIN #75-1793068), AND SOUTH TEXAS CHARITABLE FOUNDATION (EIN #74-2148107). ACCENTURE PLC IRELAND - COST 54041 522420 ALPHABET INC - COST 546198 875940 ARISTA NETWORKS INC - COST 322636 462587 BERKSHIRE HATAHWAY INC - COST 655241 1043415 BROOKFIELD ASSET MGMT INC - AMORT COST 458371 712733 BROWN FOREMAN CORP - COST 206548 347665 DOLLAR GENERAL - COST 37065 83069 FACEBOOK - COST 544760 833411 JOHNSON & JOHNSON - COST 408953 475130 MARKEL CP - COST 487736 567282 MASTERCARD INC - COST 61790 249858 MICROSOFT CORP - COST 119762 1013568 NIKE INC - COST 256459 664909 NXP SEMICONDUCTOR NV - COST 59356 95406 QUALCOMM INC - COST 216394 516433 ROSS STORES INC - COST 250720 426028 STARBUCKS CORP - COST 236220 486224 SYNCHRONY FINL - COST 205485 477089 TIFFANY & CO - COST 318005 348474 UNION PACIFIC CORP - COST 272055 567399 VISA INC - COST 361117 440085 UNILEVER PLC ADR - COST 146754 504428 14160 15334 0 0 OIL & GAS ROYALTY INTERESTS FMV 4 93740 CERTIFICATE OF DEPOSIT - DISCOVER BANK FMV 150000 150632 CERTIFICATE OF DEPOSIT - CITIBANK NA FMV 35000 35226 CERTIFICATE OF DEPOSIT - MORGAN STANLEY PRIVATE BANK NA FMV 65000 66094 2010 CHEVY SILVERADO PICKUP 20743 0 20743 20743 LAWNMOWER 5199 0 5199 5199 INVESTMENT EXPENSE - FEES 48435 48435 0 BANK CHARGES 110 0 55 OIL & GAS ROYALTY 49139 49139 49139 EXCISE TAX PAYABLE 5571 0 AD VALOREM TAXES 7011 7011 0 OIL & GAS PRODUCTION TAXES 2268 2268 0 FOREIGN INVESTMENT TAXES 1279 1279 0 EXCISE TAX 6076 0 0