2025-05-13T17:08:11-05:00 2024-06-30 263843250 Owens Consortium PLLC 70 NE Interstate Loop 410 Ste 975 San Antonio TX 78216 990PF 2023-07-01 300654055 The Ewing Halsell Foundation EWIN 2102232649 711 Navarro 737 San Antonio TX 78205 Jackie Moczygemba Executive Director 2102232640 2025-05-13 1 0 David S Owens P00387441 2104995650 2025-05-12 2023 2025-03-06 01:10:19Z X 194359600 X X 1784862 1784862 840685 840685 7308299 51584198 7308299 7009783 7009783 16943629 16943629 360620 90155 270465 74300 18575 55725 88824 22206 66618 53261 52196 1065 57640 57640 0 562450 543272 19178 618423 500753 14620 1430 1430 84347 21087 63260 8192 2048 6144 205259 159551 45705 2114746 1468913 542780 7967200 7967200 10081946 1468913 8509980 6861683 15474716 4086263 2691891 2691891 10316603 36785021 36785021 32900112 18022576 17736750 22107044 14416735 18174633 8714621 5645188 4864771 69172859 76522018 113933617 238219 213890 21369 24329 24329 78177 148588 148588 147397048 154256346 194359600 3544 4017 3544 4017 X 147393504 154252329 147393504 154252329 147397048 154256346 147393504 6861683 0 154255187 2858 154252329 Morgan Stanley 272979 262253 10726 10726 Morgan Stanley 1664166 555416 1108750 1108750 Maren 149509 128337 21172 21172 Polen Capital 931114 824251 106863 106863 Quantum 2230412 1115000 1115412 1115412 Richmond 8236062 9301429 -1065367 -1065367 Echo Street K-1 399801 399801 399801 Echo Street K-1 1210656 1210656 1210656 CB Offshore Credit Oppt K-1 13410 13410 13410 PFM Biotech K-1 7764 7764 7764 PFM Biotech K-1 43513 -43513 -43513 Echo Street II K-1 16225 16225 16225 Schwab Funding 32279000 31444961 834039 834039 Adelphi Fund 679 679 679 Antero Peak 105598 -105598 -105598 Bayview Opportunity Fund 508043 508043 508043 Capital Springs Investment 826 826 826 Diameter Offshore Fund 33080 33080 33080 Echo Street Good Co 2718355 2718355 2718355 Ellington Mortgage Recovery 75398 75398 75398 Empyrean Capital 556782 556782 556782 Insolve Fund III 102616 102616 102616 JHL Capital Group 83112 83112 83112 Liftbridge Fund 1 48085 48085 48085 Light Street Xenon 495141 -495141 -495141 Rose Grove Capital 3628 3628 3628 Seiga Offshore 22862 22862 22862 Varde Investment 19634 19634 19634 7308299 215099 0 215099 0 215099 247399 0 0 0 247399 8 32292 32292 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 www.ewinghalsell.org Jackie Moczygemba 2102232649 711 Navarro Suite 737 San Antonio TX 78205 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Edward H Austin Jr 711 Navarro St Ste 737 San Antonio TX 78205 Director 2.25 25000 0 0 Jackie Moczygemba 711 Navarro St Ste 737 San Antonio TX 78205 Executive Director 40.00 235620 0 0 William Harte 711 Navarro St Ste 737 San Antonio TX 78205 Director 2.00 25000 0 0 William Scanlan 711 Navarro St Ste 737 San Antonio TX 78205 Director 1.75 25000 0 0 Steve C Lewis 711 Navarro St Ste 737 San Antonio TX 78205 Director 2.00 25000 0 0 Henry B Gonzalez III 711 Navarro St Ste 737 San Antonio TX 78205 Director 2.00 25000 0 0 Lisa Klar 711 Navarro St Ste 737 San Antonio TX 78205 Special Projects Man 10.00 57500 0 0 0 BBR Partners 140 East 45th Street 26th Floor New York NY 10017 Investment Managers 150000 Sequoia Financial Advisors LLC 3500 Embassy Pkwy Suite 100 Akron OH 44333 Investment Managers 83204 Quantum Capital Management 223 East Chestnut Street Lancaster PA 17602 Investment Managers 71124 Owens Consortium PLLC 70 NE Loop 410 Ste 975 San Antonio TX 78216 CPA 56400 0 0 180069151 4077221 0 184146372 0 0 184146372 2762196 181384176 9069209 9069209 215099 215099 8854110 0 8854110 0 8854110 8509980 0 8509980 8854110 0 0 3217682 116754 3334436 8509980 0 0 0 8509980 0 344130 344130 2990306 0 0 0 0 0 0 0 2990306 2873552 116754 Jackie Moczygemba Executive Directo 711 Navarro Street Ste 737 San Antonio TX 78205 2102232640 Call the Executive Director to discuss project/program and setup a meeting, then submit the following: 1. Proposal Letter (1-5 Narrative format) 2. IRS Determination Letter 3. Supplemental information that is relevant to request. Not accepting any new grant applications at this time. The Foundation, by the terms of its governing documents, can only provide funds that will be expended in Texas. 50Can 1380 Monroe St NW 413 Washington DC 20010 Public Charity Program Support 500000 50Can 1380 Monroe St NW 413 Washington DC 20010 Public Charity Program Support 500000 Alamo Public Telecommunications Council (KLRN) 501 Broadway San Antonio TX 78205 Public Charity Program Support 62700 Boy Scouts of America- Alamo Area Council 2226 NW Military Highway San Antonio TX 78213 Public Charity Program Support 5000 Celebrate Dyslexia Schools 10131 W Military Dr Suite 104 San Antonio TX 78251 Public Charity Program Support 50000 Choose to Succeed 700 North St Marys Street Suite 880 San Antonio TX 78205 Public Charity Program Support 250000 Choose to Succeed 700 North St Marys Street Suite 880 San Antonio TX 78205 Public Charity Program Support 80000 Cibolo Nature Center 140 City Park Road Boerne TX 78006 Public Charity Program Support 50000 City Kid Adventures 2730 FM 2200 W Devine TX 78016 Public Charity Program Support 5000 Compass Rose Education Inc 8005 Outer Circle Drive San Antonio TX 78235 Public Charity Program Support 250000 Essence Preparatory Public School 723 SE Loop 410 Acc Rd San Antonio TX 78220 Public Charity Program Support 50000 Futuro Education SA 415 Mary Louise Drive San Antonio TX 78201 Public Charity Program Support 75000 Girl Scouts of South Texas 811 N Coker Loop San Antonio TX 78216 Public Charity Program Support 5000 Great Hearts Texas 3102 N 56th Street Suite 300 Phoenix AZ 85018 Public Charity Program Support 500000 Harnony Public Schools 6812 Alamo Downs Pkwy San Antonio TX 78238 Public Charity Program Support 250000 Hill Country Youth Ranch 3522 Junction Hwy Ingram TX 78025 Public Charity Program Support 50000 Jewish Federation of San Antonio 12500 NW Military Hwy Suite 200 San Antonio TX 78231 Public Charity Program Support 5000 McNay Art Museum 6000 N New Braunfels San Antonio TX 78209 Public Charity Program Support 5000 New Frontiers Public Schools 901 NE Loop 410 Suite 711 San Antonio TX 78209 Public Charity Program Support 137500 Opera San Antonio PO Box 2641 San Antonio TX 78299 Public Charity Program Support 40000 Prelude Prepatory 1707 Centennial Blvd San Antonio TX 78211 Public Charity Program Support 250000 Promesa Academy Inc 603 Merida San Antonio TX 78207 Public Charity Program Support 200000 Remember the Alamo Foundation 321 Alamo Plaza Suite 212 San Antonio TX 78205 Public Charity Program Support 200000 Royal Public Schools 4018 S Presa St San Antonio TX 78223 Public Charity Program Support 250000 Salvation Army of San Antonio 2802 W Ashby Place San Antonio TX 78228 Public Charity Program Support 5000 San Antonio Charter Moms 708 W Summit Ave San Antonio TX 78212 Public Charity Program Support 75000 San Antonio Museum of Art 200 W Jones Ave San Antonio TX 78215 Public Charity Program Support 100000 San Antonio Nonprofit Council 208 West Euclid Ave San Antonio TX 78212 Public Charity Program Support 5000 San Antonio River Foundation 100 E Guenther San Antonio TX 78204 Public Charity Program Support 20000 San Antonio Sports PO Box 830386 San Antonio TX 78283 Public Charity Program Support 25000 School for Excellence in Education DBA Legacy Traditional Schools 1826 Basse Rd San Antonio TX 78213 Public Charity Program Support 667000 School of Science and Technology- Public Charter School 1450 NE Interestate 410 Loop San Antonio TX 78209 Public Charity Program Support 250000 Skew the Script 721 Burleson San Antonio TX 78202 Public Charity Program Support 5000 Somerset Academy Inc 4802 Vance Jackson Road San Antonio TX 78230 Public Charity Program Support 250000 Texas Agricultural Land Trust Foundation 1919 Oakwell Farms Suite 100 San Antonio TX 78218 Public Charity Program Support 200000 Texas Agricultural Land Trust 4040 Broadway St 430 San Antonio TX 78209 Public Charity Program Support 100000 Texas Biomedical 8715 W Military Dr San Antonio TX 78227 Public Charity Program Support 100000 Texas Brigades 6644 FM 1102 New Braunfels TX 78132 Public Charity Program Support 5000 Texas Charter School Association 3801 S Capital of Texas Hwy Suite 330 Austin TX 78704 Public Charity Program Support 500000 Texas Facilities Fund 228 Park Ave S New York NY 10003 Public Charity Program Support 1125000 Texas Public Charter School Association 3005 S Lamar Blvd-Ste D-447 Austin TX 78704 Public Charity Program Support 50000 Texas State Historical Association 3001 Lake Austin Blvd Ste 311 Austin TX 78703 Public Charity Program Support 50000 Texas Wildlife Association Foundation 6644 FM 1102 New Braunfels TX 78132 Public Charity Program Support 5000 Trinity University 1 Trinity Place San Antonio TX 78212 Public Charity Program Support 100000 Valor Texas Education Foundation 17550 1-10 8th Floor San Antonio TX 78229 Public Charity Program Support 500000 Valor Texas Education Foundation 17550 1-10 8th Floor San Antonio TX 78229 Public Charity Program Support 50000 YMCA of Greater San Antonio 3233 N St Marys San Antonio TX 78212 Public Charity Program Support 5000 Youth Orchestra of San Antonio 106 Auditorium Circle San Antonio TX 78205 Public Charity Program Support 5000 7967200 0 14 1784862 14 840685 14 7009783 18 7308299 0 16943629 0 16943629 0 0 0 0 0 0 0 0 0 0 Accounting 57640 57640 0 Corporate Bonds- Richmond 5645188 4864771 Corporate Stocks- Polen Capital Management 7427677 8452269 Corporate Stocks- Quantum Capital Management 6989058 9722364 18022576 17736750 0 0 Nonpublic Equity Funds & Investment Partnerships AT COST 50137909 70740108 Exchange Traded Funds AT COST 9018784 15631947 Commercial CMOs and Other Fixed Income Positions- Richmond AT COST 1681182 1609238 Oil and Gas Agency Account AT COST 110451 110451 Corporate Stocks- Maren Capital Holdings AT COST 4586626 5152612 Corporate Stocks - Sequoia Capital Holdings AT COST 10987066 20689261 Legal Fees 53261 52196 1065 Purchased Interest 6446 2089 2089 Federal Excise Tax Receivable 71731 146499 146499 Book/Tax Difference - Depreciation 2858 Bank Charges 635 159 476 Document Maintenance & Support 886 221 664 Dues & Subscriptions 20655 5164 15491 Insurance 24102 6025 18076 Parking 5507 1377 4130 Postage 700 175 525 Supplies 789 197 591 Technology Expense 2977 744 2233 Telephone 4372 1093 3279 Other Deductions- Echo Street K-1 55955 55955 0 Repairs and Maintenance 320 80 240 Other Deductions- PFM Biotech Opportunities K-1 3968 3968 0 Other Deductions- CB Offshore Credit K-1 21408 21408 0 Other Deductions- Insolve Global Feeder Fund IV 99 99 0 Other Deductions- Marblegate Partners Offshore Fund K-1 2491 2491 0 Miscellanous Expense 1274 1274 0 Other Deductions- A&M Capital K-1 48669 48669 0 Other Deductions - Echo Street II K-1 3 3 0 Other Deductions - Insolve Global Feeder Fund V K-1 18 18 0 Other Deductions - Chambers Energy Capital K-1 461 461 0 Other Deductions - Capital Springs K-1 9954 9954 0 Other Deductions- Insolve Global Feeder Fund VI 16 16 0 Oil & Gas Royalties 63087 63087 63087 Settlement Proceeds 721 721 721 Echo Street K-1 Other Income 1940 1940 1940 Oil & Gas Royalties - Bluestem 6928481 6928481 6928481 Echo Street II K-1 Other Income -4613 -4613 -4613 CapitalSprings Investment K-1 Ordinary Business Income 20167 20167 20167 Payroll Liabilities 3544 4017 Investment Management Services 385727 385727 0 Mineral Management 147945 147945 0 Pension Plan Management 3971 993 2978 Computer Technician 21600 5400 16200 Investment Interest Expense- Echo Street K-1 2517 2517 0 Investment Interest Expense- Marblegate Partners Offshore Fund K-1 241 241 0 Investment Interest Expense- Echo Street II K-1 4 4 0 Investment Interest Expense- Capitalsprings Investment Partners K-1 445 445 0 Payroll Taxes 19493 4873 14620 Property Taxes 116966 116966 0 Production Taxes 377675 377675 0 Excise Taxes 103050 0 0 Foreign Tax- Echo Street 1239 1239 0