2025-11-14T14:26:08-06:00 2024-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2024-01-01 760537479 CFP Foundation CFPF 7138303400 11 Greenway Plaza 2600 Houston TX 77046 Gary T Crum President/Treasurer 7138303400 2025-11-14 1 0 Barbara Murphy P01386215 7134395739 2025-11-14 2024 2025-03-06 01:10:19Z X 94478627 X X 62 62 848076 848076 6996951 18768999 6996951 195693 195693 8040782 8040782 192132 0 192132 3400 1700 1700 163055 163055 0 37 37 0 73087 11087 0 28001 7000 21001 4612 0 4612 361723 284677 77046 826047 467556 296491 3394040 3394040 4220087 467556 3690531 3820695 7573226 183816 221462 221462 837970 467779 467779 45067762 49023786 75691152 3786427 2407038 2285339 9308494 10885099 15812895 59184469 63005164 94478627 0 0 X 0 0 0 0 59184469 63005164 59184469 63005164 59184469 63005164 59184469 3820695 0 63005164 0 63005164 Publicly traded securities P 16145365 11772048 4373317 4373317 Capital gain distributions P 1036242 1036242 1036242 Passthrough K-1 capital gains P 1587392 1587392 1587392 6996951 105268 0 105268 0 105268 81077 0 50000 0 131077 X 0 25809 25809 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 President/Treasurer 2.00 0 0 0 Sylvie P Crum 11 Greenway Plaza Ste 2600 Houston TX 77046 Executive VP 1.00 0 0 0 Clayton M Harkness 11 Greenway Plaza Ste 2600 Houston TX 77046 Co-Executive Director 40.00 128000 12800 0 NONE 0 Triformis Inc PO Box 1063 Houston TX 77251 Administrative 158488 CIBC Private Wealth Management 100 Federal St Boston MA 021101802 Investment mgmt 101409 UBS Financial Services Inc 380 Knollwood St Ste 250 WinstonSalem NC 271031868 Investment mgmt 61647 0 0 75210893 285025 15518457 91014375 0 0 91014375 1365216 89649159 4482458 4482458 105268 105268 4377190 0 4377190 0 4377190 3690531 0 3690531 4377190 3654852 0 0 3690531 3654852 0 0 35679 0 0 0 0 0 0 0 0 4341511 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 50000 Camp for All Foundation 3701 Kirby Drive Suite 570 Houston TX 77098 N/A PC General Support 45000 Camp Allen 18800 FM 362 Navasota TX 77868 N/A PC General Support 15000 Casa De Esperanza De Los Ninos Incorporated PO Box 310209 Houston TX 77230 N/A PC General Support 30000 Childhood Cancer Family Alliance Inc 12919 Southwest Freeway Suite 100 Stafford TX 77477 N/A PC General Support 15000 Children's Museum Inc dba The Children's Museum of Houston 1500 Binz Houston TX 770047112 N/A PC General Support 25000 Chinquapin Preparatory School 2615 E Wallisville Highlands TX 775623199 N/A PC General Support 60000 Christian Community Service Center Inc PO Box 27924 Houston TX 772277924 N/A PC General Support 20000 Cristo Rey Jesuit College Preparatory School of Houston 6700 Mount Carmel Street Houston TX 77087 N/A PC General Support 50000 Dallas Arboretum & Botanical Society Inc 8525 Garland Road Dallas TX 75218 N/A PC General Support 20000 Dress for Success Houston 3310 Eastside Street Houston TX 77098 N/A PC General Support 30000 EMERGE Fellowship 11251 Northwest Freeway Suite 330 Houston TX 77092 N/A PC General Support 50000 Episcopal High School 4650 Bissonnet Bellaire TX 774013002 N/A PC General Support 20000 Ex Students Association of the University of Texas PO Box 142309 Austin TX 78714 N/A PC General Support 117000 FuelEd Schools Inc 4201 Main Street Suite 200-165 Houston TX 77002 N/A PC General Support 100000 Genesys Works 3100 Main Street Suite 702 Houston TX 77002 N/A PC General Support 25000 George W Bush Foundation 2943 SMU Boulevard Dallas TX 75205 N/A PC General Support 25000 Houston Arboretum & Nature Center 4501 Woodway Drive Houston TX 77024 N/A PC General Support 30000 Houston Hospice 1905 Holcombe Blvd Houston TX 770304123 N/A PC General Support 65000 Houston Museum of Natural Science 5555 Hermann Park Drive Houston TX 770301799 N/A PC General Support 70000 Houston Zoo Inc 1513 Cambridge Street Houston TX 77030 N/A PC General Support 20000 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 10711 KIPP Way Houston TX 77099 N/A PC General Support 50000 The Magdalen House 4513 Gaston Avenue Dallas TX 75246 N/A PC General Support 15000 Mercy Street Inc 3801 Holystone Street Dallas TX 75212 N/A PC General Support 15000 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 20000 Nick Finnegan Counseling Center 2714 Joanel Street Houston TX 77027 N/A PC General Support 15000 Perot Museum of Nature and Science 2201 N Field Street Dallas TX 75201 N/A PC General Support 15000 Providence Christian School of Texas 5002 West Lovers Lane Dallas TX 75209 N/A PC General Support 20000 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 75000 Southern Methodist University PO Box 750333 Dallas TX 752750333 N/A PC General Support 400000 Southern Methodist University PO Box 750402 Dallas TX 752750402 N/A PC General Support 25000 Southern Methodist University 3150 Binkley Ave Ste 324 Dallas TX 75205 N/A PC General Support 127040 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 25000 St John's School 2401 Claremont Lane Houston TX 77019 N/A PC General Support 25000 St John's School 2401 Claremont Lane Houston TX 77019 N/A PC General Support 500000 St Phillip's School and Community Center 1600 Pennsylvania Ave Dallas TX 75215 N/A PC General Support 25000 Teach for America Inc - DFW 600 North Pearl Street Suite S-2300 Dallas TX 75201 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 Texas Children's Hospital 1919 S Braeswood Blvd Suite 5214 Houston TX 77030 N/A PC General Support 100000 The Methodist Hospital Foundation dba Houston Methodist Hospital Foundation 1707 Sunset Blvd Houston TX 77005 N/A PC General Support 100000 Theatre Under The Stars Inc 800 Bagby 200 Houston TX 770022532 N/A PC General Support 15000 University of Texas at Austin - Texas Challenge 2110 Speedway Mail Stop B6006 Austin TX 78712 N/A PC General Support 200000 University of Texas at Austin - The Blanton Museum of Art PO Box 7458 Austin TX 78713 N/A PC General Support 125000 University of Texas M D Anderson Cancer Center PO Box 4486 Houston TX 772104486 N/A PC General Support 100000 Uplift Education 3000 Pegasus Park Blvd Suite 1100 Dallas TX 75247 N/A PC General Support 95000 USA Lacrosse Inc 2 Loveton Circle Sparks MD 21152 N/A PC General Support 20000 W Oscar Neuhaus Memorial Foundation 4433 Bissonnet Bellaire TX 77401 N/A PC General Support 20000 West Dallas Community School 2300 Canada Drive Dallas TX 75212 N/A PC General Support 25000 Yellowstone Academy Inc 3000 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 Priscilla Pond Flawn Laboratory The University of Texas Foundation 9011 Mountian Ridge Dr Ste 150 Austin TX 78759 N/A PC General Support 10000 3394040 0 14 62 14 848076 18 6996951 Passthrough K-1 Income 14 195693 0 8040782 0 8040782 0 0 0 0 0 0 0 0 0 0 Tax compliance 3400 1700 1700 Invesco Short Term Bond Fund Class Y 2407038 2285339 Abbott Laboratories 95216 122611 Academy Sports & Outdoors Inc 21956 25946 Adobe Inc 93239 151636 AIA Group Ltd 19315 15217 Airbus 13838 16372 Air Liquide 12632 17286 Alibaba Group Holding Ltd 36649 19926 Align Technology Inc 78083 59008 Alnylam Pharmaceuticals Inc 61505 87065 Alphabet Inc 91164 337711 Alphabet Inc 43440 364502 Amadeus IT Group 14504 17988 Amazon.com Inc 101247 669578 American Tower Corp 76300 86570 Ameriprise Financial Inc 30706 179429 Ametek Inc 23765 78413 Amphenol Corp 19650 112926 Analog Devices Inc 32948 84347 ANSYS Inc 6699 36769 Apple Inc 125290 554430 Ares Management Corp 54327 139500 Arthur J Gallagher & Co 53361 55918 ASML Holding NV 8809 17327 Assa Abloy AB 12737 17653 AstraZeneca PLC 153068 181163 Automatic Data Processing Inc 8330 72012 AutoZone Inc 13490 115272 Avantor Inc 22506 25558 BAE Systems PLC 9542 21206 Banco Santander 20729 28322 Berry Global Group Inc 20546 45269 BHP Group Ltd 20648 19288 Bio-Rad Laboratories Inc 22002 26609 Blackrock Inc 22440 101486 Blackstone Inc 41873 175868 Cadence Design Systems Inc 34119 125592 Canadian National Railway Co 10468 11877 Cencora Inc 94370 120428 Check Point Software Technologies Ltd 17266 23898 Cheniere Energy Inc 103731 157070 Chevron Corp 61701 75462 Chipotle Mexican Grill Inc 34555 78390 Chubb Ltd 10779 20170 Cintas Corp 35064 68695 Cisco Systems Inc 73488 161557 CME Group Inc 87098 98930 Compass Group PLC 12968 22337 ConocoPhillips 85940 86080 Copart Inc 54737 82355 Corpay Inc Com 65645 108971 CoStar Group Inc 16788 34506 Crowdstrike Holdings Inc 20583 47560 Curtiss-Wright Corp 29783 29809 CyberArk Software Ltd 51292 68629 Daikin Industries Ltd 12778 9648 Danaher Corp 32179 114775 Datadog Inc 93394 147320 DBS Group Holdings Ltd 15754 32010 Dexcom Inc 63990 57705 Diageo PLC 24128 20976 Diamondback Energy Inc 42499 55211 Domino's Pizza Inc 27839 44075 DraftKings Inc 70997 69229 Elevance Health Inc 66650 59024 Entegris Inc 53646 67262 Equinor A 8986 10850 Exxon Mobil Corp 98600 157160 FANUC Corp 27007 20042 Fidelity National Information Services Inc 83120 106374 Fiserv Inc 13086 167623 Floor & Decor Holdings Inc 37374 36690 FMC Corp 23104 21875 Fomento Economico Mexicano SA 11953 13678 GE HealthCare Technologies Inc 22024 23454 Globus Medical Inc 19048 21008 HDFC Bank Ltd 22989 31036 Home Depot Inc 26736 132257 Honeywell International Inc 52993 96681 Howmet Aerospace Inc 40725 134306 Hubbell Inc 19890 82521 HubSpot Inc 120913 158864 ICON PLC 33110 35231 IDEX Corp 37531 57345 IDEXX Laboratories Inc 51417 43411 Ingersoll Rand Inc 39934 76077 Intercontinental Exchange Inc 74749 144540 InterContinental Hotels Group PLC 8485 21611 IQVIA Holdings Inc 134052 115155 JPMorgan Chase & Co 24996 161325 Julius Baer Group Ltd 7012 10276 Kerry Group PLC 14290 15391 Keysight Technologies Inc 32036 60558 Live Nation Entertainment Inc 23524 35483 Lloyds Banking Group PLC 11501 19347 London Stock Exchange Group PLC 23039 33156 LVMH Moet Hennessy Louis Vuitton 9964 15291 Marriott International Inc/MD 22494 91771 Martin Marietta Materials Inc 63745 94520 Marvell Technology Inc 27184 94435 Masco Corp 24558 49275 McDonald's Corp 119819 123203 MercadoLibre Inc 10397 17004 Meta Platforms Inc 84231 105392 Microchip Technology Inc 9692 40948 Microsoft Corp 76298 767130 Mondelez International Inc 62722 69824 MongoDB Inc 38161 30265 Monolithic Power Systems Inc 86982 68046 Monster Beverage Corp 113266 158100 MSCI Inc 8461 60601 NextEra Energy Inc 59326 102732 Novartis AG 16341 19365 NVIDIA Corp 235891 596248 O'Reilly Automotive Inc 45661 54547 Oshkosh Corp 28910 29852 Otis Worldwide Corp 64314 112984 Pentair PLC 13118 33916 PepsiCo Inc 71649 103705 Pinterest Inc 72664 58029 PNC Financial Services Group Inc 63757 97775 Procore Technologies Inc 15797 19707 Prologis Inc 98432 93862 Qualcomm Inc 84635 150394 Regal Rexnord Corp 23908 47160 Revvity Inc 62598 61274 Roper Technologies Inc 84908 179348 Ross Stores Inc 57160 114058 RTX Corp 70415 135392 Saia Inc 52151 56511 Salesforce Inc 131126 251416 SBA Communications Corp 8532 29347 Siemens AG 13055 22140 Sony Group Corp 12848 19361 S&P Global Inc 65460 100104 Sprouts Farmers Market Inc 21052 118556 Stryker Corp 38126 84252 Suzuki Motor Corp 15776 15400 Symrise AG 15393 15001 Taiwan Semiconductor Manufacturing Co Ltd 8629 30413 Tencent Holdings Ltd 28434 26430 Thermo Fisher Scientific Inc 28466 111849 TJX Cos Inc 26174 113078 T-Mobile US Inc 18821 73503 Tokio Marine Holdings Inc 7967 18874 Toyota Motor Corp 11030 14012 Tractor Supply Co 24549 97365 Trade Desk Inc 81506 136100 Tradeweb Markets Inc 69733 116126 TransUnion 37741 65639 Trip.com Group Ltd 15154 21971 Ulta Beauty Inc 42647 47407 Union Pacific Corp 61168 132263 UnitedHealth Group Inc 55981 266082 US Bancorp 87530 96617 US Foods Holding Corp 46316 83785 Valvoline Inc 41659 34480 Veeva Systems Inc 97755 104915 Vertiv Holdings Co 45025 40332 VICI Properties Inc 57142 54623 Visa Inc 72394 334054 Walt Disney Co 162746 142528 Wec Energy Group Inc 37104 38933 WESCO International Inc 32929 38002 Workday Inc 99023 103986 Zoetis Inc 27739 53278 Zscaler Inc 66537 65669 Zurn Elkay Water Solutions Corp 23500 34689 Alcon AG 13970 19779 Brookfield Corp 11085 21831 Ferrari NV 7680 17843 Heidelberg Materials AG 11485 24966 Henkel AG & Co KGaA 12798 12071 Kawasaki Heavy Industries Ltd 16629 29979 Linde PLC 50871 120996 Monday.com Ltd 62310 67100 Shell PLC 19246 29132 TE Connectivity PLC 132390 141826 Tweedy Browne International Value Fund 891530 867899 Waste Connections Inc 65472 84760 Apple Inc 2449940 5802232 Berkshire Hathaway Inc 828878 3163894 Exxon Mobil Corp 1251616 3150187 Price T Rowe Group Inc 3861252 5500698 Sherwin Williams Co 1792350 2661652 Invesco QQQ Trust ETF 3801952 4897583 Columbia Small Cap Growth Fund I 11300000 14697843 Federated Hermes MDT Mid Cap Growth Fund 6321887 5763720 JPMorgan Growth Advantage Fund Class I 8373062 13386860 Alystone Capital LP AT COST 10885099 15812895 Administrative service fees 158488 87655 70833 Bank charges 304 304 0 Partnership K-1 expenses 195393 195393 0 Insurance 2116 1058 1058 Dues and subscriptions 1660 0 1660 Office expenses 3762 267 3495 Passthrough K-1 Income 195693 195693 195693 Investment management fees 163055 163055 0 Excise tax 62000 0 0 Foreign tax 11087 11087 0