2025-11-14T21:38:23-06:00 2024-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2024-01-01 760647361 The Cullen Foundation CULL 7136518839 2727 Allen Parkway 1050 Houston TX 770192115 Scott W Wise President, CEO, CIO 7136518839 2025-11-14 1 0 Kurt Coburn P01638285 7134395739 2025-11-14 2024 2025-03-06 01:10:19Z X 411613837 X X 139571 139571 1521989 1521989 15445735 16946359 15425087 7931531 9095987 25038826 26182634 1263854 421964 831698 295570 80700 211120 266394 89677 173508 12382 0 12382 23015 11508 11508 1579935 1534520 45414 150395 100395 0 38668 12079 108690 31520 77170 12499 10888 1345 971 320 650 545286 452815 90471 4297659 2746386 1455266 17910000 17910000 22207659 2746386 19365266 2831167 23436248 255935 377267 377267 2456918 1780047 1780047 3435 3435 3435 24487565 24838490 48360030 12868411 19149894 19385457 228261538 225062495 341409687 495571 197657 336584 297914 297914 268666951 271509542 411613837 57563 68987 57563 68987 X 268609388 271440555 268609388 271440555 268666951 271509542 268609388 2831167 0 271440555 0 271440555 Publicly traded securities 15748078 10180136 5567942 5567942 Passthrough K-1 capital gain P 2577340 2577340 Security settlement proceeds 1506 1506 PFIC capital gain distributions P 7307742 7307742 Blackgold Private Energy Partners LP P 2016-08-02 2024-05-21 1194986 1194985 1 1 OCM Opportunities Fund VIIB LP P 2018-06-30 2024-12-31 3295 32739 -29444 -29444 15425087 325764 0 325764 0 325764 237269 0 100000 0 337269 X 0 11505 11505 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 0 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 Chairman/Dir 10.00 0 0 0 Carla Knobloch 2727 Allen Pkwy Ste 1050 Houston TX 77019 Vice Chairman/Dir 2.00 0 0 0 Meredith T Cullen 2727 Allen Pkwy Ste 1050 Houston TX 77019 Secretary/Dir 2.00 0 0 0 Isaac Arnold III 2727 Allen Pkwy Ste 1050 Houston TX 77019 Director 2.00 0 0 0 Marvin E Odum 2727 Allen Pkwy Ste 1050 Houston TX 77019 Director 2.00 0 0 0 Nina Zilkha 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/CEO/CIO 40.00 618167 65237 0 Laura Chapman 2727 Allen Pkwy Ste 1050 Houston TX 77019 COO/VP Investments 40.00 380687 44142 0 Peggy Reid 2727 Allen Pkwy Ste 1050 Houston TX 77019 CAO/Controller 40.00 265000 40877 0 Jordan Rueter 2727 Allen Pkwy Ste 1050 Houston TX 77002 Program Officer 40.00 119001 13676 0 Jenny Goddard 2727 Allen Pkwy Ste 1050 Houston TX 77002 Sr Accountant 40.00 97500 18467 0 Gina McEvily 2727 Allen Pkwy Ste 1050 Houston TX 77002 Grants Administrator 33.00 55628 2204 0 0 Silchester International Investors 780 Third Ave 42nd Fl New York NY 10017 Investment Mgmt 284855 Northern Trust Company 50 South LaSalle Chicago IL 60603 Custody/Investment Mgmt 248598 Albourne America LLC 655 Montgomery St Ste 1910 San Francisco CA 94111 Investment Advisory 120000 Fayez Sarofim & Co 909 Fannin Ste 2907 Houston TX 77002 Investment Mgmt 62238 0 0 65660705 2796845 341096205 409553755 0 0 409553755 6143306 403410449 20170522 20170522 325764 325764 19844758 0 19844758 0 19844758 19365266 0 19365266 19844758 5051325 0 0 19365266 5051325 0 0 14313941 0 0 0 0 0 0 0 0 5530817 0 0 0 Grant Administrator Cullen Foundati 2727 Allen Parkway Suite 1050 Houston TX 770192115 7136518837 grants@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. Alley Theatre 615 Texas Ave Houston TX 77002 N/A PC Annual Giving Grant 175000 Armand Bayou Nature Center PO Box 58828 Houston TX 77258 N/A PC Upper Armand Bayou Protection Project 1500000 Baylor College of Medicine 3200 Southwest Freeway Ste 1180 Houston TX 77027 N/A PC Baylor College of Medicines Health Sciences Tower 3000000 Beta Foundation dba Beta Academy 9701 Almeda Genoa Rd Houston TX 77075 N/A PC Joy Campaign Phase II 500000 BridgeYear 3414 Eastside St Houston TX 77098 N/A PC BridgeYear 3-Year Growth and Innovation Fund 750000 Children's Museum Inc 1500 Binz St Houston TX 77004 N/A PC Annual Giving Grant 75000 Chinquapin Preparatory School 2615 E Wallisville Rd Houston TX 77562 N/A PC Completion of campaign to purchase a new bus fleet 50000 Council on Recovery 303 Jackson Hill St Houston TX 77007 N/A PC Annual Giving Grant 40000 Da Camera Society of Texas 1402 Sul Ross St Houston TX 77006 N/A PC Annual Giving Grant 75000 DePelchin Children's Center 4950 Memorial Dr Houston TX 77007 N/A PC Toward Transitioning Texas Department of Family and Protective Services Region 6 to Community Based Care 1000000 EMERGE Fellowship 11251 Northwest Freeway Ste 330 Houston TX 77092 N/A PC Transition EMERGE HISD Program to the EMERGE Non-Profit 750000 Friends of Pumpkin Park 3737 Buffalo Speedway Ste 200 Houston TX 77098 N/A PC Opening the Doors to Children's Dreams - Capital Campaign 100000 Girl Scouts of San Jacinto Council 1100 Hercules Ave Ste 200 Houston TX 77058 N/A PC CampHER: Empowering Girls in Nature -- Camp Agnes Arnold Improvements 500000 Good Reason Houston Inc 8 Greenway Plaza Ste 900 Houston TX 77046 N/A PC HISD Supports for External Engagement 1000000 Greater Houston Community Foundation 515 Post Oak Blvd Ste 1000 Houston TX 77027 N/A PC Houston Charter Seed Fund II - Start-up and Accelerator Grant Funding 500000 Harris Health Strategic Fund 4800 Fournace Place 7th Floor Bellaire TX 77401 N/A PC Investing in a Healthier Houston - A Campaign for Harris Health 1000000 Houston Arboretum & Nature Center 4501 Woodway Dr Houston TX 77024 N/A PC Annual Giving Grant 40000 Houston Ballet Foundation 601 Preston St Houston TX 77002 N/A PC Annual Giving Grant 175000 Houston Grand Opera Association Inc 510 Preston St Houston TX 77002 N/A PC Annual Giving Grant 175000 Houston Habitat for Humanity Inc 3750 N McCarty St Houston TX 77029 N/A PC Robins Landing Housing Development: Phase 1B 1000000 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 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 175000 Kinkaid School Inc 201 Kinkaid School Dr Houston TX 77024 N/A PC Annual Giving Grant 70000 Menil Foundation Inc 1519 Branard St Houston TX 77006 N/A PC Annual Giving Grant 125000 Museum of Fine Arts Houston P O Box 6826 Houston TX 77265 N/A PC Annual Giving Grant 150000 My Connect Community 6700 Bellaire Blvd Houston TX 77074 N/A PC Connect Community's Textile Lab & Entrepreneurship Center - Capital Campaign 500000 ProUnitas Inc 1801 Main St Ste 1300 Houston TX 77002 N/A PC Building a Shared Student Support Infrastructure for Smaller Charter Schools in Houston 450000 Rebuilding Together Houston 104 N Greenwood Ste 100 Houston TX 77011 N/A PC Hurricane Beryl Disaster Home Repair for Low-Income Families 500000 Teach For America Inc - Houston 2 Greenway Plaza Ste 500 Houston TX 77046 N/A PC Expanding the Houston Corps as Part of Strategic Plan 500000 United Way of Greater Houston 50 Waugh Dr Houston TX 77007 N/A PC Annual Giving Grant 250000 University of Houston System 5000 Gulf Freeway Building 1 Room 300 Houston TX 77204 N/A GOV Centennial Project: Transforming Houston's Campus - Centennial Plaza Naming 2500000 W Oscar Neuhaus Memorial Foundation 4433 Bissonnet St Houston TX 77401 N/A PC Annual Giving Grant 60000 17910000 0 14 139571 14 1521989 525990 20648 18 15425087 Oil & gas royalties 15 2241525 Passthrough K-1 Income 525990 -1158428 14 6848434 -1137780 26176606 0 25038826 0 0 0 0 0 0 0 1 0 1b(6) 868 American Institute of Certified Public Accountants AICPA dues for the Foundation's CAO, Controller 0 Audit fees 23015 11508 11508 Leasehold improvements 2017 2017-04-01 100442 43526 SL 15.000000000000 6696 0 Equipment 2013-09-23 17937 17937 SL 5.000000000000 0 0 Furniture 2017 2017-04-01 64765 60139 SL 7.000000000000 4625 0 Software 2021-07-01 31618 26348 SL 3.000000000000 5270 0 Leasehold improvements 2023 2023-02-20 236756 7892 SL 15.000000000000 15784 0 Furniture 2023 2023-01-01 44053 3147 SL 7.000000000000 6293 0 Passthrough K-1 capital gain (UBTI) Purchased Cost 0 20648 PIMCO Short Term Fd-Instl 19149894 19385457 Marriott Intl Inc New Com Stk Cl A 296873 585774 Automatic Data Processing Inc Com 103645 286875 ADR Novo-Nordisk 239019 722568 Intercontinental Exchange Inc Com 156509 379976 ADR Taiwan Semiconductor Manufacturing 172488 197490 Visa Inc Com Cl A 248586 1000267 Apple Inc Com 56167 1970805 Adobe Inc Com 323570 364638 Procter & Gamble Com 253835 268240 Home Depot Inc. 286781 311192 ADR Astrazeneca Plc Sponsored 292108 262080 Nvidia Corp Com 274846 671450 ADR Asml Holding 240648 571791 Amazon Com Inc Com 1002745 2001934 CME Group Inc Com 296774 371568 RTX Corporation Com 171451 300872 Abbott Laboratories Com 202456 323495 Microsoft Corp Com 375363 2507925 Union Pac Corp Com 326044 490286 Canadian Pac Kans City Ltd 86019 246058 Exxon Mobil Corp Com 315378 408766 Verisk Analytics Inc Com 105847 294710 EOG Resources Inc Com 495185 539352 Intuitive Surgical Inc Com New 193517 835136 Nike Inc Cl B 237464 291330 Otis Worldwide Corp Com 99278 129654 Coca Cola Co Com 127724 318771 Mastercard Inc Cl A 291551 552899 Broadridge Finl Solutions Inc Com 205088 336874 Alphabet Inc Cap 247150 952200 McDonalds Corp. Com 99997 498611 Costar Group Inc Com 276136 272042 Unitedhealth Group Inc Com 501368 961134 Zoetis Inc Com 245050 236249 Intuit Com 343004 628500 Sherwin-Williams Co Com 113892 254948 S&P Global Inc Com 313089 647439 Old Dominion Freight Line Inc Com 143662 132300 Pepsico Inc Com 245250 387753 Texas Instruments Inc Com 101309 729414 Gartner Inc Com 220708 448135 Progressive Corp Ohio Com 197416 527142 Eli Lilly & Co Com 251148 579000 Blackrock Inc Com 245190 804711 Chevron Corp Com 448428 501146 Servicenow Inc Com 108389 159018 ADR BAE Sys Plc 377929 405836 NTGI-QM Common Daily Russell 1000 12882416 21691676 AKO European Long-Only Fund Ltd AT COST 10251183 17947548 AKO Global Fund Limited AT COST 12000000 16536450 Atalan Offshore Fund, Ltd AT COST 12000000 15291083 Cevian Capital II Ltd AT COST 12000000 22644497 Coatue Growth Fund V LP AT COST 4133094 3334097 Coatue Offshore Fund Ltd AT COST 18000000 36776856 CREA Partners II LP AT COST 3661561 2142180 CREA Partners III LP AT COST 3439296 3253474 Diameter Offshore Fund LP AT COST 20000000 29310563 Eminence Alpha Extension SPC Ltd AT COST 7641134 15671486 Eminence Fund Long AT COST 12836146 20608178 Encap Flatrock Midstream Fund II-C LP AT COST 1631060 557630 Francisco Partners VII-A LP AT COST 1019766 1387964 GSR 2017 Opportunities Fund LP AT COST 900160 1232709 GSR 2021 Opportunities Fund LP AT COST 237128 255819 GSR Ventures VI LP AT COST 787341 1049848 GSR Ventures VII LP AT COST 1506080 2255003 GSR Ventures VIII LP AT COST 476373 557493 GSR Zebra SPV LP AT COST 243733 78410 Highland Cap Invs Corp Hldg (Red River) AT COST 1 0 IR&M Core Plus Bond Fund LLC AT COST 22695753 20747494 Meadow Real Estate V LP AT COST 3475070 6323450 Merit Energy Partners K LP AT COST 5182593 4736527 Merit Energy Partners L LP AT COST 2697435 2579649 New Mountain Partners VII LP AT COST 473616 478610 Oaktree Mezzanine Fund III LP AT COST 3335 902 OCM Opportunities Fund VIIB LP AT COST 0 1 SCF-IX LP AT COST 2649779 4674781 SCF-X, LP AT COST 641658 634641 Silchester Intl Investors Intl Value Equity Trust AT COST 26477513 25534389 Silver Point Distressed Opp Instl Pts (Offshore) LP AT COST 2376805 7102348 Stonelake Opportunity Partners II LP AT COST 1569336 15869108 Stonelake Opportunity Partners III LP AT COST 1544116 4109049 Stonelake Opportunity Partners IV LP AT COST 554866 1043878 Stonelake Opportunity Partners V LP AT COST 3273788 5359473 Stonelake Opportunity Partners VI LP AT COST 3896859 5482320 Tremblant Long Fund Ltd AT COST 12934520 23827744 ValueAct Capital Intl II LP AT COST 11851397 21897196 Royalty Interests AT COST 0 116839 Leasehold improvements 2017 100442 50222 50220 Equipment 17937 17937 0 Furniture 2017 64765 64764 1 Software 31618 31618 0 Leasehold improvements 2023 236756 23676 213080 Furniture 2023 44053 9440 34613 General governance and counsel 12382 0 12382 Bank charges 5573 1839 3734 Bank custodial fees 242716 242716 0 Dues and registrations 12379 0 12379 Insurance 37720 12448 25272 Oil & gas other deductions 165968 165968 0 Other investment fees 357 357 0 Other administrative exp 1235 407 828 Supplies and equipment 18826 6213 12613 Technology 53201 17556 35645 Tax compliance software 7311 5311 0 Oil & gas royalties 2241525 2241525 2241525 Passthrough K-1 Income 5690006 6854462 5690006 Tax basis in Francisco Partners Agility III-A LP 19451 68987 Tax basis in Francisco Partners VII-A LP 38112 0 Investment services 1372613 1372613 0 Payroll services 10317 3405 6912 Investment consulting fees 120000 120000 0 Other professional fees 77005 38502 38502 Federal excise tax 50000 0 0 Ad valorem taxes 1508 1508 0 O & G production taxes 98887 98887 0