2025-01-22T11:17:55-06:00 2023-12-31 742052353 SEIDEL SCHROEDER 23537 KINGSLAND BLVD 200 KATY TX 77494 990PF 2023-01-01 237015744 THE FRUEHAUF FOUNDATION FRUE 7135293729 SENTINEL TR 2001 KIRBY DR 1200 HOUSTON TX 77019 KELSEY GRAY VICE PRESIDENT 7135293729 2025-01-19 1 0 CHRISTIE HILL P01268880 2813941232 2025-01-19 X 2023 2024-10-15 13:58:12Z X 5173174 X X 33713 33713 132791 132791 42159 303229 42159 208663 208663 0 0 0 0 0 5000 2500 0 2500 291 145 0 145 6410 6410 0 0 5030 2941 0 0 660 660 0 0 52136 39855 0 12272 69527 52511 0 14917 244000 244000 313527 52511 0 258917 -104864 156152 0 194831 43226 43226 78878 10850 78878 78878 2240 6871 6871 682782 607406 1144006 3949563 3816519 3900193 4840266 4552900 5173174 0 0 X 3977256 3977256 0 0 863010 575644 4840266 4552900 4840266 4552900 4840266 -104864 0 4735402 182502 4552900 PUBLICLY TRADED SECURITIES P 2019-01-01 2023-12-31 115813 80509 35304 35304 PUBLICLY TRADED SECURITIES P 2023-01-01 2023-12-31 167510 163873 3637 3637 LITIGATION SETTLEMENT P 2022-01-01 2023-07-24 321 321 321 FROM PASSTHRU SENTINEL PRIVATE INVESTMENT PROXY FUND P 2023-01-01 2023-12-31 17035 17035 17035 FROM PASSTHRU SENTINEL PRIVATE INVESTMENT PROXY FUND P 2022-01-01 2023-12-31 16688 -16688 -16688 FROM PASSTHRU SENTINEL PRIVATE INVESTMENT PROXY FUND-1231 P 2022-01-01 2023-12-31 2550 2550 2550 42159 2171 0 2171 0 2171 6871 0 0 0 6871 0 4700 4700 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 0 0 1 N/A MARTHA S FRUEHAUF - PRESIDENT 7135293729 2001 KIRBY DR STE 1200 HOUSTON TX 77019 0 0 0 0 0 0 0 0 1 2021 2022 0 2021 2022 0 0 0 0 0 0 0 0 0 0 0 0 MARTHA S FRUEHAUF 2001 KIRBY DR STE 1200 HOUSTON TX 77019 PRESIDENT 0.50 0 0 0 DAVID A BRISTOL JR 2001 KIRBY DR STE 1200 HOUSTON TX 77019 VICE PRESIDENT 0.50 0 0 0 KELSEY GRAY 2001 KIRBY DR STE 1200 HOUSTON TX 77019 VICE PRESIDENT AND ASSISTANT SECRETARY 0.50 0 0 0 ANNE-LISE A WIEGAND 2001 KIRBY DR STE 1200 HOUSTON TX 77019 VICE PRESIDENT 0.50 0 0 0 CHRISTI N ARRINGTON 2001 KIRBY DR STE 1200 HOUSTON TX 77019 TREASURER 0.50 0 0 0 MAYRA A DELEON 2001 KIRBY DR STE 1200 HOUSTON TX 77019 SECRETARY AND ASSISTANT TREASURER 0.50 0 0 0 NONE 0 NONE 0 0 3361946 242662 1443373 5047981 0 0 5047981 75720 4972261 248613 248613 2171 1090 3261 245352 0 245352 0 245352 258917 0 258917 245352 239948 0 0 258917 239948 0 0 18969 0 0 0 0 0 0 0 0 226383 0 0 0 KELSEY GRAY CO SENTINEL TRUST CO 2001 KIRBY DRIVE SUITE 1200 HOUSTON TX 770196081 7135293729 REQUESTS SHOULD BE SUBMITTED IN LETTER FORM. NONE - APPLICATIONS ARE REVIEWED ON A MONTHLY BASIS. ORGANIZATIONS LISTED IN OR OTHERWISE QUALIFYING AS: CUMULATIVE LIST OF ORGANIZATIONS DESCRIBED IN SECTION 170(C) OF THE INTERNAL REVENUE CODE OF 1986. ACLU 125 BROAD RIVER STREET 18TH FLOOR NEW YORK NY 10004 NONE PC HUMAN SERVICES OPERATING SUPPORT 2000 AGAINST MALARIA FOUNDATION PO BOX 7247-3670 PHILADELPHIA PA 191706370 NONE PC PUBLIC WELFARE OPERATING SUPPORT 6000 ALEX'S LEMONADE STAND FOUNDATION 333 E LANCASTER AVE 414 WYNNEWOOD PA 19096 NONE PC ARTS, CULTURE AND HUMANITIES OPERATING SUPPORT 500 AMERICAN RED CROSS GREATER HOUSTON 2700 SOUTHWEST FREEWAY HOUSTON TX 77098 NONE PC PUBLIC WELFARE OPERATING SUPPORT 11500 AMERICAN RED CROSS GREATER HOUSTON 2700 SOUTHWEST FREEWAY HOUSTON TX 77098 NONE PC PUBLIC WELFARE OPERATING SUPPORT 1000 ASPCA PO BOX 96929 WASHINGTON DC 200777127 NONE PC ANIMAL RELATED OPERATING SUPPORT 3000 ASPCA P O BOX 96929 WASHINGTON DC 200777127 NONE PC ANIMAL RELATED OPERATING SUPPORT 2000 BIKEHOUSTON PO BOX 66389 HOUSTON TX 77266 NONE PC ARTS, CUTURE AND HUMANITIES OPERATING SUPPORT 1000 BLUE RIDGE AREA FOOD BANK PO BOX 937 VERONA VA 24482 NONE PC PUBLIC WELFARE OPERATING SUPPORT 4000 BUCKNELL UNIVERSITY 1 DENT DRIVE LEWISBURG PA 17837 NONE PC EDUCATION OPERATING SUPPORT 11300 CANCER PATIENT SUPPORT FOUNDATION PO BOX 1804 WILLISTON VT 05495 NONE PC HEALTH CARE SUPPORT SERVICES OPERATING SUPPORT 2000 CHARLESTON ANIMAL SOCIETY 2455 REMOUNT ROAD CHARLESTON SC 29406 NONE PC ANIMAL RELATED 2000 CHARLOTTESVILLE FREE CLINIC 1138 ROSE HILL DRIVE SUITE 200 CHARLOTTESVILLE VA 22903 NONE PC MEDICAL OPERATING SUPPORT 2000 COPD FOUNDATION 3300 PONCE DE LEON BLVD MIAMI FL 33134 NONE PC MEDICAL 500 DANNY & RON'S RESCUE PO BOX 604 CAMDEN SC 29021 NONE PC ANIMAL RELATED OPERATING SUPPORT 2000 FOOD BANK OF THE ROCKIES 10700 E 45TH AVE DENVER CO 80239 NONE PC PUBLIC WELFARE OPERATING SUPPORT 2000 FRIENDS OF ASPEN ANIMAL SHELTER 101 ANIMAL SHELTER RD ASPEN CO 81611 NONE PC ANIMAL RELATED OPERATING SUPPORT 2200 FRIENDS OF MACARTHUR STATE PARK 10900 JACK NICKLAUS DRIVE NORTH PALM BEACH FL 33408 NONE PC ENVIRONMENT OPERATING SUPPORT 4000 FURKIDS INC 5235 UNION HILL ROAD CUMMING GA 30040 NONE PC ANIMAL RELATED OPERATING SUPPORT 1000 FURMAN UNIVERSITY 3300 POINSETT HIGHWAY GREENVILLE SC 29613 NONE PC EDUCATION OPERATING SUPPORT - ANNUAL FUND 5800 FURMAN UNIVERSITY 3300 POINSETT HIGHWAY GREENVILLE SC 29613 NONE PC EDUCATION OPERATING SUPPORT 8550 GEOLOGICAL SOCIETY OF AMERICA FOUNDATION PO BOX 9140 BOULDER CO 80301 NONE PC ENVIRONMENT, CONSERVATION AND WILDLIFE 500 GORDON COLLEGE 255 GRAPEVINE ROAD WENHAM MA 019841899 NONE PC EDUCATION OPERATING SUPPORT 5800 GRAND TETON NATIONAL PARK FOUNDATION PO BOX 249 MOOSE WY 83012 NONE PC ENVIRONMENT, CONSERVATION AND WILDLIFE OPERATING SUPPORT 7100 HARRIS COUNTY FRIENDS OF THE LIBRARY 5749 SOUTH LOOP EAST HOUSTON TX 77033 NONE PC PUBLIC WELFARE 500 HAWAII COMMUNITY FOUNDATION - MAUI STRONG 827 FORT STREET MALL HONOLULU HI 96813 NONE PC PUBLIC WELFARE OPERATING SUPPORT 500 HOMELESS PERIOD PROJECT 355 WOODRUFF ROAD SUITE 106 GREENVILLE SC 29607 NONE PC PUBLIC WELFARE OPERATING SUPPORT 1000 HOSPICE OF THE PIEDMONT 675 PETER JEFFERSON PARKWAY SUITE 300 CHARLOTTESVILLE VA 22911 NONE PC MEDICAL OPERATING SUPPORT 1000 HOUSTON BALLET 601 PRESTON STREET HOUSTON TX 77002 NONE PC ARTS, CULTURE, AND HUMANITIES OPERATING SUPPORT 7100 HOUSTON MUSEUM OF NATURAL SCIENCE 5555 HERMANN PARK DR HOUSTON TX 77030 NONE PC ARTS, CULTURE, AND HUMANITIES OPERATING SUPPORT 6800 HOUSTON ZOO INC 1513 CAMBRIDGE ST HOUSTON TX 77030 NONE PC ANIMAL RELATED OPERATING SUPPORT 6800 INTERLOCHEN CENTER FOR THE ARTS PO BOX 199 INTRERLOCHEN MI 469430199 NONE PC EDUCATION OPERATING SUPPORT 4650 INTERNATIONAL RESCUE COMMITTEE 609 MARKET ST SUITE 104 CHARLOTTESVILLE VA 22902 NONE PC PUBLIC WELFARE OPERATING SUPPORT 2000 LEGAL AID JUSTICE CENTER 1000 PRESTON AVENUE SUITE A CHARLOTTESVILLE VA 22903 NONE PC LEGAL SERVICES OPERATING SUPPORT 2000 LITERACY VOLUNTEERS OF C'VILLEALBEMARLE 233 4TH ST NW BOX L CHARLOTTESVILLE VA 22903 NONE PC EDUCATION OPERATING SUPPORT 1000 LIVE ARTS PO BOX 1231 CHARLOTTESVILLE VA 22902 NONE PC ARTS, CULTURE, AND HUMANITIES OPERATING SUPPORT 2000 LOGGERHEAD MARINELIFE CENTER 14200 US HWY ONE JUNO BEACH FL 33408 NONE PC ANIMAL RELATED OPERATING SUPPORT 1740 LONE STAR FLIGHT MUSEUM 11551 AEROSPACE AVE HOUSTON TX 77034 NONE PC ARTS, CULTURE, AND HUMANITIES OPERATING SUPPORT 3300 LOST TREE CHAPEL 11149 TURTLE BEACH ROAD NORTH PALM BEACH FL 33408 NONE PC RELIGIOUS ORGANIZATION OPERATING SUPPORT 5000 LOST TREE VILLAGE CHARITABLE FOUNDATION 8 CHURCH LANE NORTH PALM BEACH FL 33408 NONE PC PUBLIC WELFARE OPERATING SUPPORT 5000 MARTHA JEFFERSON HOSPITAL FOUNDATION 500 MARTHA JEFFERSON DRIVE CHARLOTTESVILLE VA 22911 NONE PC MEDICAL OPERATING SUPPORT 1000 MEDECINS SANS FRONTIERES PO BOX 5030 HAGERSTOWN MD 21741 NONE PC MEDICAL OPERATING SUPPORT 500 MOODY GARDENS CONSERVATION FUND ONE HOPE BOULEVARD GALVESTON TX 77554 NONE PC ANIMAL RELATED OPERATING SUPPORT 1000 PEABODY ESSEX MUSEUM 161 ESSEX ST SALEM MA 01970 NONE PC ARTS, CULTURE, AND HUMANITIES OPERATING SUPPORT 3500 PLANNED PARENTHOOD OF HOUSTON 4600 GULF FREEWAY HOUSTON TX 77023 NONE PC MEDICAL OPERATING SUPPORT 500 PLANNED PARENTHOOD OF MICHIGAN 2300 N FLORIDA MANGO ROAD WEST PALM BEACH FL 33409 NONE PC MEDICAL OPERATING SUPPORT 8000 PLANNED PARENTHOOD OF SOUTH EAST AND NORTH FLORIDA 2300 N FLORIDA MANGO ROAD WEST PALM BEACH FL 33409 NONE PC MEDICAL 8000 RECRAFT CREATIVE REUSE CENER 2439 LAURENS RD CHARLESTON SC 29403 NONE PC ARTS, CULTURE AND HUMANITIES OPERATING SUPPORT 1000 REEF FISH CONSERVATION AND EDUCATION FOUNDATION INC 1902 WHARF RD GALVESTON TX 77550 NONE PC ANIMAL RELATED OPERATING SUPPORT 1000 REINTEGRA PO BOX 450 LAFAYETTE CO 80026 NONE PC HUMAN SERVICES OPERATING SUPPORT 3000 SALVATION ARMY 1500 AUSTIN STREET HOUSTON TX 77002 NONE PC HUMAN SERVICES OPERATING SUPPORT 3500 SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA 411 MERCY DRIVE ORLANDO FL 32808 NONE PC HUMAN SERVICES OPERATING SUPPORT 5650 SEXUAL ASSAULT RESOURCE AGENCY 335 GREENBRIAR DRIVE SUITE 102 CHARLOTTESVILLE VA 22901 NONE PC HUMAN SERVICES OPERATING SUPPORT 2000 SHELTER FOR HELP IN EMERGENCY PO BOX 1013 CHARLOTTESVILLE VA 22902 NONE PC HUMAN SERVICES OPERATING SUPPORT 2000 SPECIAL OPERATIONS WARRIOR FOUNDATION PO BOX 89367 TAMPA FL 33689 NONE PC EDUCATION OPERATING SUPPORT 2000 SPECIAL OPERATIONS WARRIOR FOUNDATION PO BOX 89367 TAMPA FL 33689 NONE PC EDUCATION OPERATING SUPPORT 2250 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC MEDICAL OPERATING SUPPORT 3000 ST MARK'S EPISCOPAL CHURCH 16-18 THOMAS STREET CHARLESTON SC 29403 NONE PC RELIGIOUS ORGANIZATION OPERATING SUPPORT 2000 ST MARTIN'S EPISCOPAL CHURCH 717 SAGE ROAD HOUSTON TX 77056 NONE PC RELIGIOUS ORGANIZATION OPERATING SUPPORT - 2019 CAPITAL CAMPAIGN 15900 TDF OPERATING ACCOUNT 520 EIGHTH AVENUE - SUITE 801 NEW YORK NY 10018 NONE PC PUBLIC WELFARE OPERATING SUPPORT 2000 TEAM RUBICON 6171 W CENTURY BLVD SUITE 310 LOS ANGELES CA 90045 NONE PC PUBLIC WELFARE OPERATING SUPPORT 6700 THE CENTER 491 HILLSDALE DR CHARLOTTESVILLE VA 22901 NONE PC PUBLIC WELFARE OPERATING SUPPORT 3000 THE EVERGLADES FOUNDATION 18001 OLD CUTLER ROAD SUITE 625 PALMETTO BAY FL 33157 NONE PC ENVIRONMENT, CONSERVATION AND WILDLIFE OPERATING SUPPORT 4000 THE MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH PO BOX 4777 NEW YORK NY 10163 NONE PC MEDICAL OPERATING SUPPORT 3000 THE NATURE CONSERVANCY 1101 WEST RIVER PARKWAY MINNEAPOLIS MN 554151291 NONE PC ENVIRONMENT, CONSERVATION AND WILDLIFE 9769 THE UNIVERSITY OF CONNECTICUT FOUNDATION INC 2390 ALUMNI DR UNIT 3206 STORRS CT 06269 NONE PC EDUCATION OPERATING SUPPORT 3550 THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER PO BOX 4470 HOUSTON TX 772104470 NONE PC MEDICAL OPERATING SUPPORT 500 THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER PO BOX 4470 HOUSTON TX 772104470 NONE PC MEDICAL OPERATING SUPPORT 3800 THE WILD DOLPHIN PROJECT PO BOX 8436 JUPITER FL 33468 NONE PC ANIMAL RELATED OPERATING SUPPORT 1741 UNIVERSITY OF VIRGINIA - ADVANCEMENT OPERATIONS ACCOUNT 1001 EMMET ST N CHARLOTTESVILLE VA 22903 NONE PC EDUCATION OPERATING SUPPORT 1000 WORLD CENTRAL KITCHEN INC 200 MASSACHUSETTES AVE NW 7TH FLOOR WASHINGTON DC 20001 NONE PC ARTS, CULTURE AND HUMANITIES OPERATING SUPPORT 500 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 NONE PC PUBLIC WELFARE OPERATING SUPPORT 500 244000 0 14 33713 14 132791 18 42159 0 208663 0 208663 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 5000 2500 0 2500 FORM 8865 DOMESTIC EXCEPTION PASSTHRU FORM 8865 FILING THE TAXPAYER MAY BE REQUIRED TO FILE U.S. FORM 8865, BUT IS NOT DOING SO UNDER THE CONSTRUCTIVE OWNERS EXCEPTION. THE TAXPAYER HAS AN INTEREST IN SENTINEL PRIVATE INVESTMENT PROXY FUND, 2001 KIRBY DR, STE 1200, HOUSTON, TX 77019 (EIN: 26-7015744) WHICH FILED U.S. FORM 8865 FOR THE YEAR ENDED DECEMBER 31, 2023 FOR ITS INVESTMENT IN FOREIGN PARTNERSHIPS. ANY FORM 8865 FILING REQUIREMENT THAT THE TAXPAYER MAY HAVE HAD WITH RESPECT TO AN INDIRECT INVESTMENT IN THE FOREIGN PARTNERSHIPS IS DEEMED TO BE SATISFIED. US EQUITY 607406 1144006 INTERNATIONAL EQUITY FMV 756880 891193 MUTUAL FUND - FIXED INCOME FMV 1554519 1433548 COMMINGLED - COMMODITIES FMV 70694 78099 PARTNERSHIP & LLC - INV FMV 1434426 1497353 PRIOR PERIOD ADJUSTMENT 182502 INSURANCE 24544 12272 0 12272 NONDEDUCTIBLE EXPENSES 9 0 0 0 PASSTHRU OTHER DEDUCTIONS 13145 13145 0 0 PASSTHRU PORTFOLIO DEDUCTIONS 11046 11046 0 0 PASSTHRU INVESTMENT LOSSES 3392 3392 0 0 PROFESSIONAL FEES 291 145 0 145 FOREIGN W/H 2941 2941 0 0 EXCISE TAX 2089 0 0 0