2026-05-12T13:56:00-07:00 2025-12-31 760355901 Taaffe & Associates PC 4550 Post Oak Place 220 Houston TX 77027 990PF 2025-01-01 134294409 Betty Jane Seydler Foundation BETT 7132209146 1415 Louisiana 36th Floor Houston TX 77002 Randall E Evans Foundation Manager 2026-05-12 true Peter C Taaffe P00278501 7138409696 2025 2025-03-06 01:10:19Z X 14754133 X X 375329 375329 54325 10287586 54325 5899 5899 435553 435553 12350 6175 6175 14500 7250 7250 102750 51300 51450 30 30 129630 64725 64905 602000 602000 731630 64725 666905 -296077 370828 2009642 505085 505085 621888 1785890 1795184 4034045 3951015 7910689 1164818 1229606 1176314 2859961 2919108 3328955 6 6 37906 10690360 10390710 14754133 0 X 10690360 10390710 10690360 10390710 10690360 10390710 10690360 -296077 10394283 3573 10390710 See Attached S/T Stmt P 2025-04-18 2025-12-31 10151256 10152030 -774 -774 See Attached L/T Stmt P 2022-04-18 2025-12-31 92650 81231 11419 11419 Capital Gain Dividends 43680 54325 -774 5155 5155 5155 8000 8000 2845 2845 false false false false false false false true true TX true false false false false true N/A Frost National Bank 7133881175 1700 Post Oak Blvd Ste 120 Houston TX 77056 false false false false false false false false false false false false false false false false false false false false false false Randall E Evans 1415 Louisiana 36th Floor Houston TX 77002 Foundation Mgr. 1.00 0 Emily Amelio 3726 Arnold Houston TX 77005 Trustee 0.50 0 NONE Frost National Bank 1700 Post Oak Blvd Suite 400 Houston TX 77056 Investment Mgmt 102750 12973772 1257364 82562 14313698 0 14313698 214705 14098993 704950 704950 5155 5155 699795 699795 699795 666905 666905 699795 586964 666905 586964 0 79941 619854 X Big Brothers Big Sisters 1003 Washington Houston TX 77002 none PC General Fund 30000 Christian Community Service Center 3230 Mercer Houston TX 77027 none PC General Fund 10000 Houston Food Bank 535 Portwall St Houston TX 77029 none PC General Fund 10000 Houston Public Media Foundation 4343 Elgin Houston TX 77204 none PC General Fund 10000 Briarwood Brookwood Inc 1752 FM 1489 Rd Brookshire TX 77423 none PC Charity and educational 5000 First United Methodist Church 1320 Main St Houston TX 77002 none PC Religious Charity 5000 Habitat For Humanity 3750 N McCarty Houston TX 77029 none PC Educational and Charity 10000 Interfaith Ministeries Greater Hous 3303 Main Houston TX 77002 none PC Charity 40000 Salvation Army 1500 Austin St Houston TX 77002 none PC Charity 10000 St Luke's United Methodist Church 3471 Westheimer Rd Houston TX 77027 none PC Religious Charity 10000 Star of Hope 4848 Loop Central Dr 500 Houston TX 77081 none PC Charity 5000 River Oaks Chamber Orchestra 1934 West Gray Suite 311 Houston TX 77019 PC Cultural & Educational 10000 One Child P O Box 62600 Colorado Springs CO 80962 PC General 5000 Christian Broadcasting Network 977 CentervilleTurnpike Virginia Beach VA 23463 PC Charity 10000 Samaritans Purse P O Box 3000 Boone NC 28607 PC Charity 5000 Kids Meals 330 Garden Oaks Blvd Houston TX 77018 PC Charity 10000 Harley's Dream P O Box 64 Berthoud CO 80513 PC General 5000 Camp Allen 18800 FM 362 Navasota TX 77868 PC General 10000 Vanguard Charitable Endowment Fnd 2670 Warwick Ave Warwick RI 02889 PC Charity 382000 Amazing Place 3735 Drexel Dr Houston TX 77027 PC General 5000 Houston Zoo 6200 Hermann Park Dr Houston TX 77030 PC General 10000 Patrons for Bellaire Parks 7008 5th Street Bellaire TX 77401 PC General 5000 602000 14 375329 54325 Other Investment Income 15 5899 381228 54325 435553 false false false false false false false false false false Accounting 14500 7250 0 7250 Frost Total Return Bond 736383 717024 Frost Credit Fund Inst 207015 195511 Principal Preferred Securities fund 53363 48614 Vanguard Infl-Protected Sec Adm 121528 100868 Artisan High Income Fd Instl 111317 114297 Abbott Laboratories 27824 28942 Abbvie Inc 41212 80428 Alphabet Inc Cl C 38252 86295 Altria Group Inc 58237 71095 Amazon.com 67524 88173 American Express 41167 89528 Apple Inc 154867 668504 Berkshire Hathaway Cl B 55196 99022 Booking Holdings 32227 80330 Boston Scientific Corp 31299 68557 Broadcom Inc 67625 491462 Chevron Corp 75006 115221 Chipotie Mexican Grill 37268 40700 Cisco Systems 58574 82576 Corning Inc 50239 108487 Costco Wholesale 38290 77610 Danaher Corp 44982 39832 Eli Lilly & Co 32291 140783 Entergy Corp 57403 100934 Home Depot 46488 48862 Honeywell Int'l 42587 38433 Intl Business Machines 44477 97749 Johnson & Johnson 73198 88782 JPMorgan Chase 75125 157888 Marvell Technology Meta Platforms 56068 246873 Microsoft Corp 95160 141217 Nvidia Corp 35252 322086 Omnicom Grp 43006 46997 Procter & Gamble 61587 62770 Qualcomm Inc 39617 47552 Servicenow Inc 65809 87318 Sherwin-Williams Co 17807 20090 Starbucks Corp 49913 35621 Travelers Companies Inc 56965 105002 Union Pacific Corp 75023 79574 United Parcel Cl B 76224 36998 Unitedhealth Grp 47548 37962 Valero Energy Corp New 74850 189976 Verizon Communications 75461 55271 Workday Inc Cl A 71233 65723 Zoetis Inc Chubb Limited 60135 109866 Eaton Corp PLC 58763 118804 American Electric Power 56448 73222 ConocoPhillips 72023 76199 Lockheed Martin Corp Snowflake Inc CL A 39923 36414 Walmart Inc 61684 145724 Coca Cola - 34634 1119080 2421263 CME Group Inc 48379 75643 Intuitive Surgical Inc 32981 75326 Thermo Fisher Scientic 29844 34188 Adobe Inc Advanced Micro Devices Inc 1439 1927 Air Products & Chemicals Inc 2368 2223 Airbnb Inc 1059 950 Alphabet Inc Cl A 9452 15963 Amgen Inc 2189 2291 Arthur J Gallagher & Co 4666 4658 At & T Inc 1856 2459 Atlassian Corp Cl A 523 486 Autmatic Data Processing 2135 2315 Bank of america 2192 3080 Best Buy Company 1518 1205 Blackstone Group Inc 3717 4624 Canadian Pacific Kansas City 1425 1325 CBOE Global Markets Inc 1362 2008 Centerppoint Energy 1666 2070 Charles River Laboratories 621 598 Cincinnati Financial 2911 4083 Clorox Co 1368 1008 Comcast Corp 1918 1495 Cummins Inc 3928 7146 D R Horton Inc 3671 3745 Datadog Inc Cl A 1029 1088 Diamondback Energy 2589 1954 Disney ( Walt) 1531 1707 Evergy Inc 1060 1450 ExxonMobilt 4132 4332 Fastenal Co 2409 3050 Floor & Decor Hldg 506 304 GE Aerospace 961 1848 Geunine Parts Co 2052 1844 Globant SA GSK PLC Spons ADR 2008 2550 Hess Coroporation Intuit Inc 1956 1987 Kenvue Inc 1536 1432 KLA Corporation 4084 6075 Lam Research Corp 1055 1712 Lululemon Athletica Inc 922 623 Marathon Petroleum Corp 1211 1138 Marriott International Inc Class A 2416 3102 Mastercard Inc Cl A 4883 6280 McDonalds Corp 2322 2751 Medtronic PLC 2219 2690 Merck & Co 3372 2737 Monster Beverage Corp 1771 2683 Moodys Corp 2092 2554 Netflix Inc 2053 2813 Newmont Corp 2312 5492 Nike Inc Class B 662 446 O'Reilly Automative Inc 2112 2736 Oracle Corp 6038 8381 Pfizer Inc 1167 1046 Philip Morris Intl 1524 2406 Salesforce Inc 757 795 Spotify Technology 2208 4065 Target Corp 2050 1369 Tesla Inc 593 1349 Texas Instruments Inc 3293 2949 TJX Companies 1435 1997 Uber Technologies Inc 2671 3105 Visa Inc Cl A 7758 10171 Warner Music Grp Cl A 2141 2147 1785890 1795184 Ishares S & P 500 Stk Index AT COST 479365 730412 T Rowe Price Midcap Grwth AT COST 814680 669308 Vanguard Mid Cap ETF AT COST 656465 800137 Vanguard Small-Cap ETF AT COST 328316 384861 American Tower Corp REIT AT COST 35050 21771 Digital Realty Trust Inc REIT AT COST 37382 36821 WP Carey Inc REIT AT COST 50228 40354 Thornburg Inc Income Builder AT COST 79290 109707 Ishares MSCI Eafe ETF AT COST 437350 534791 Aberdeen Physical Precious Metals AT COST Cubesmart REIT AT COST 982 793 Legal Fees- Hirsch & Westheimer 12350 6175 0 6175 Rounding 2 2 Royalty Interest 4 4 37906 Excise tax for 2025 2425 Foreign taxes paid 1148 Wire Transfer Fee 30 30 Other Investment Income 5899 5899 Frost National Bank 102600 51300 0 51300 Frost National Bank 150 0 0 150