2018-11-09T09:51:36-06:00 2017-12-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990PF 2017-01-01 742883252 REESE FOUNDATION REES 5122637771 PO BOX 1745 AUSTIN TX 787671745 JANISE SIMMONS TREASURER 5122637771 2018-11-08 1 DANA MCCARTNEY P01302365 5123703200 168.215.174.114 2018-11-08 09:48:45 CS P ECF895DA196A24E08FABA75D5BF5FF019985B7DB DC6C7ECFBD9683C5A62FAF8EBB741F7613F73D4A 2017 2019-02-21 02:37:17Z X 3187902 X X 40 40 48893 29259 25 25 25 30594 3667128 30594 231 231 79783 60149 12000 6000 6000 8000 4000 4000 845 725 0 102 102 0 454 454 0 118 118 0 21519 11399 10000 144450 144450 165969 11399 154450 -86186 48750 154570 177167 177167 996782 1265889 1266572 1491023 1170378 1653579 163450 106113 89252 1240 1332 1332 2807065 2720879 3187902 0 0 X 2807065 2720879 2807065 2720879 2807065 2720879 2807065 -86186 0 2720879 0 2720879 RELIANCE TRUST P 2902605 2902396 209 209 RELIANCE TRUST P 752663 734138 18525 18525 OAKTREE CAPITAL GROUP LLC P 273 273 273 OAKTREE CAPITAL GROUP LLC P 4061 4061 4061 BLACKSTONE GROUP LP P 81 81 81 BLACKSTONE GROUP LP P 1511 1511 1511 THE BLACKSTONE GROUP - SECTION 1231 GAIN P 132 132 132 CAPITAL GAINS DIVIDENDS P 5802 5802 5802 30594 0 152154 3022427 0.050342 153562 3145043 0.048827 168990 3432649 0.049230 5726 3211019 0.001783 182298 3104456 0.058721 0.208903 0.041781 3139814 131185 488 131673 154450 X 488 0 488 0 488 1740 0 0 1740 0 1252 1252 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 WWW.REESEFOUNDATION.ORG JANISE SIMMONS 5122965270 PO BOX 1745 AUSTIN TX 787671745 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL S REESE 15315 HWY 71 WEST AUSTIN TX 78738 VICE-PRESIDENT 0.00 0 0 0 PAMELA W REESE 15315 HWY 71 WEST AUSTIN TX 78738 PRESIDENT 0.00 0 0 0 DAWN R BAIN 15315 HWY 71 WEST AUSTIN TX 78738 SECRETARY 0.00 0 0 0 DAVID BAIN 15315 HWY 71 WEST AUSTIN TX 78738 BOARD MEMBER 0.00 0 0 0 JANISE SIMMONS 15315 HWY 71 WEST AUSTIN TX 78738 TREASURER 0.00 0 0 0 NANCI MOY 15315 HWY 71 WEST AUSTIN TX 78738 EXECUTIVE DIRECTOR 4.00 12000 0 0 BECKY WARD 15315 HWY 71 WEST AUSTIN TX 78738 BOARD MEMBER 0.00 0 0 0 NONE 0 NONE 0 0 2844853 258736 84039 3187628 0 0 3187628 47814 3139814 156991 156991 488 488 156503 0 156503 0 156503 154450 0 154450 488 153962 156503 0 0 176 2725 2901 154450 0 0 0 154450 0 2053 2053 848 0 0 0 0 0 0 0 848 848 MICHAEL S REESE PAMELA W REESE NANCI MOY PO BOX 1745 AUSTIN TX 787671745 5122637771 SEE WEBSITE FOR GRANT GUIDELINES. FEBRUARY 1, MAY 1, AUGUST 1 SEE WEBSITE FOR RESTRICTIONS AND LIMITATIONS. AUSTIN YMBL SUNSHINE CAMP PO BOX 684980 AUSTIN TX 787684980 NONE OTHER PUBLIC CHARITY TEACH LIFE SKILLS TO AT-RISK YOUTH 10000 COLORADO RIVER ALLIANCE 3625 LAKE AUSTIN BOULEVARD AUSTIN TX 78703 NONE OTHER PUBLIC CHARITY CONSERVATION AND PROTECTION OF THE TEXAS COLORADO RIVER 15000 GIRLSTART 1400 W ANDERSON LANE AUSTIN TX 78757 NONE OTHER PUBLIC CHARITY EMPOWERING GIRLS IN MATH, SCIENCE AND TECHNOLOGY 15000 TEXAS LAND CONSERVANCY PO BOX 162481 AUSTIN TX 78716 NONE OTHER PUBLIC CHARITY CONSERVING LAND IN TEXAS TO BENEFIT WILDLIFE AND TO 10000 URBAN ROOTS 4900 GONZALES ST AUSTIN TX 78702 NONE OTHER PUBLIC CHARITY USE FOOD AND FARMING TO TRANSFORM THE LIVES OF YOUNG PEOPLE AND INSPIRE, ENGAGE, AND NOURISH THE COMMUNITY. 10000 WESTCAVE PRESERVE 24814 HAMILTON POOL RD ROUND MOUNTAIN TX 78663 NONE OTHER PUBLIC CHARITY LAND PRESERVATION AND EDUCATION 20000 AUSTIN THEATRE ALLIANCE 713 CONGRESS AVENUE AUSTIN TX 78701 NONE OTHER PUBLIC CHARITY ENGAGE CENTRAL TEXANS THROUGH LIVE PERFORMANCES AND FILMS, TO IGNITE THE INTELLECT AND IMAGINATION OF OUR YOUTH, AND TO ENSURE THE PRESERVATION OF THE CROWN JEWELS OF AUSTIN. 5000 PHILANTHROPY SOUTHWEST 8350 N CENTRAL EXPY DALLAS TX 75206 NONE OTHER PUBLIC CHARITY ACTIVELY PROMOTE OPPORTUNITIES TO EXCHANGE IDEAS, BUILD RELATIONSHIPS, AND ADVANCE PHILANTHROPIC EXCELLENCE. 450 TRINITY EDWARDS SPRINGS PROTECTION ASSOCIATION POBOX 160971 AUSTIN TX 78716 NONE OTHER PUBLIC CHARITY PROTECT THE TRINITY AND EDWARDS AQUIFERS FROM OVER PUMPING, THE SPRINGS THAT FLOW FROM THIS INTERCONNECTED SYSTEM, AND THE PROPERTY RIGHTS FROM LANDOWNERS WHO DEPEND ON AND WISH TO CONSERVE THEM. 20000 UNIVERSITY HIGH SCHOOL 2007 UNIVERSITY AVENUE AUSTIN TX 78705 NONE OTHER PUBLIC CHARITY ENABLE STUDENTS TO FULFILL HIS OR HER PERSONAL AND ACADEMIC POTENTIAL WITHIN A SUPPORTIVE RECOVERY ENVIRONMENT. 19000 WIMBERLEY VALLEY WATERSHED ASSOCIATION PO BOX 2534 WIMBERLEY TX 78676 NONE OTHER PUBLIC CHARITY CLEAN GROUNDWATER, AVAILABLE IN SUFFICIENT QUANTITIES TO SUSTAIN THE ENTIRE ECOSYSTEM IN WIMBERLEY VALLEY. 20000 144450 0 14 40 14 48893 16 25 14 231 18 30594 0 79783 0 79783 1 N/A 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8000 4000 4000 APPLE 25961 90538 ABBVIE 58485 96710 BERKSHIRE HATHAWAY 92393 247775 CUMMINS 29150 52992 DEVON ENERGY CORP NEW 28397 20700 MONMOUTH REIT 54368 106800 ROCHE 22958 18971 WILLIAMS CO COS INC 39623 60980 WEYERHAUSER 121112 151618 ABBOTT LABS 44622 57070 ILLUMINA INC 39948 43698 XYLEM 37994 64790 3M 27478 47074 AT&T 103045 101088 BLACKSTONE MTG TR INC 95531 102976 HYATT HOTEL CORP 23631 36770 BANK OF AMERICA 15196 18450 CITIGROUP 35154 37206 HEINEKEN 22941 29490 INTERNATIONAL PAPER CO 99828 101395 NESTLE 14845 17198 NORDSTROM INC 99141 108974 WALT DISNEY COMPANY 38577 40316 1265889 1266572 0 0 OAKTREE CAPITAL GROUP, LLC AT COST 106113 89252 INTEREST/DIVIDENDS RECEIVABLE 1240 1332 1332 PORTFOLIO DEDUCTIONS 118 118 0 OAKTREE CAPITAL GROUP - PORTFOLIO INCOME -41 -41 -41 THE BLACKSTONE GROUP LP - OTHER INCOME 253 253 253 THE BLACKSTONE GROUP LP -4 -4 -4 THE BLACKSTONE GROUP LP - ORDINARY INCOME 23 23 23 AGENCY FEES 845 725 0 FOREIGN TAXES 454 454 0