2025-05-07T15:45:34-05:00 2024-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2024-01-01 311741790 Mr and Mrs Nelson Rusche Foundation MRAN 9362282226 9582 Escondido Drive Willis TX 77318 Michele Rosas Executive Director 9362282226 2025-05-07 1 0 Kurt Coburn P01638285 7134395739 2025-05-07 2024 2025-03-06 01:10:19Z X 44357052 X X 5075 5075 674938 674938 1197663 19299316 1263715 116534 0 1994210 1943728 47164 7075 40089 3608 541 3067 6500 3250 3250 113281 113281 0 119 0 0 450 0 450 1924 81 1843 173046 124228 48699 2001000 2001000 2174046 124228 2049699 -179836 1819500 34367 16135 16135 2188519 1182533 1182533 6216735 7099434 6966789 22976000 23493528 30211679 6704721 6148876 5979916 38120342 37940506 44357052 0 0 X 0 0 0 0 38120342 37940506 38120342 37940506 38120342 37940506 38120342 -179836 0 37940506 0 37940506 Publicly traded securities 19299316 18035601 1263715 1263715 1263715 25291 0 25291 0 25291 41179 0 0 0 41179 X 0 15888 15888 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 None Michele Rosas 9362282226 9582 Escondido Drive Willis TX 77318 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Suzanne R Jefferys 9582 Escondido Drive Willis TX 77318 President/Treasurer 0.00 0 0 0 Holly Michele Rosas 9582 Escondido Drive Willis TX 77318 Exec Director/VP/Sec/Director 15.00 47164 0 0 Jordan Brooke Jefferys 9582 Escondido Drive Willis TX 77318 Vice President/Director 0.00 0 0 0 NONE 0 Vaughan Nelson Investment Management 600 Travis St Ste 3800 Houston TX 77002 Investment management 113281 0 0 42738857 1532897 0 44271754 0 0 44271754 664076 43607678 2180384 2180384 25291 25291 2155093 0 2155093 0 2155093 2049699 0 2049699 2155093 682899 0 0 2049699 682899 0 0 1366800 0 0 0 0 0 0 0 0 788293 0 0 0 X Alzheimer's Association 225 N Michigan Ave Fl 17 Chicago IL 60601 N/A PC General Support 5000 American Red Cross 2700 Southwest Freeway Houston TX 77098 N/A PC General Support 15000 Any Baby Can 6207 Sheridan Avenue Austin TX 78723 N/A PC General Support 30000 Austin Angels 9901 Brodie Lane Suite 160 PMB 255 Austin TX 78748 N/A PC General Support 20000 Austin Child Guidance Center 810 West 45th Street Austin TX 78751 N/A PC General Support 25000 Austin Christian Educational Foundation 300 E Huntland Drive Austin TX 78752 N/A PC St. Francis School Annual Fund 10000 Austin Community College Foundation 6101 Highland Campus Drive Building 3000 Suite 4270 Austin TX 78752 N/A PC "Make It" Center 25000 Austin Community Foundation 4315 Guadalupe Street Suite 300 Austin TX 78751 N/A PC General Support 10000 Austin Ed Fund 4000 S IH-35 Frontage Road Austin TX 78704 N/A PC Austin ISD Family and Community Engagement, Martin Middle School Student Leadership Programs 30000 Austin Sunshine Camps PO Box 161270 Austin TX 78716 N/A PC General Support 35000 Austin Together 1901 Romeria Drive Austin TX 78757 N/A PC General Support 10000 Battleship Texas Foundation One Riverway Suite 2200 Houston TX 77056 N/A PC Ship Restoration Capital Campaign 75000 Breakthrough Central Texas 1050 East 11th Street Suite 350 Austin TX 78702 N/A PC General Support 40000 Camp for All 3701 Kirby Drive Suite 570 Houston TX 77098 N/A PC Blazing New Trails Capital Campaign 25000 Central Texas Food Bank 6500 Metropolis Drive Austin TX 78744 N/A PC General Support 15000 Communities in Schools of Central Texas 3000 S I-35 Frontage Road Suite 200 Austin TX 78704 N/A PC General Support 50000 Con Mi MADRE 1825 Fortview Road Suite 114 Austin TX 78704 N/A PC Scholarships & General Support 50000 Creative Action 1023 Springdale Road Building 3 Austin TX 78721 N/A PC General Support 20000 Dachshund Rescue of Houston PO Box 580 Friendswood TX 77549 N/A PC General Support 1000 DePelchin Children's Center 4950 Memorial Drive Houston TX 77077 N/A PC General Support 55000 Dress for Success Austin 3000 S I-35 Frontage Road Suite 180 Austin TX 78704 N/A PC General Support 10000 East Texas Food Bank 3201 Robertson Road Tyler TX 75701 N/A PC Nacogdoches County & General Support 15000 Fertility Foundation of Texas 3801 N Capital of Texas Highway Suite E-240 PMB 131 Austin TX 78746 N/A PC General Support 50000 First United Methodist Church 1320 Main Street Houston TX 77002 N/A PC Building Maintenance 75000 Girls Empowerment Network PO Box 3122 Austin TX 78764 N/A PC General Support 20000 God's Garage 2100 East Davis Street Conroe TX 77301 N/A PC General Support 5000 House of Peace 502 Eldridge Road Sugar Land TX 77478 N/A PC General Support 15000 Lake Conroe Association PO Box 376 Willis TX 77378 N/A PC General Support 25000 Lowe Syndrome Association Inc 8190 Beechmont Avenue Suite 111 Cincinnati OH 45255 N/A PC General Support 25000 Make-A-Wish Central and South Texas 3600 Bee Caves Road Suite 100 Austin TX 78746 N/A PC General Support 30000 Montgomery County Crime Stoppers Inc PO Box 1491 Conroe TX 77305 N/A PC General Support 30000 Montgomery County Food Bank 1 Food for Life Way Conroe TX 77385 N/A PC General Support 15000 Mothers' Milk Bank at Austin 5925 Dillard Circle Austin TX 78752 N/A PC Charitable Care Program 30000 New Danville 10951 Shepard Hill Road Willis TX 77318 N/A PC General Support 10000 Pop-Up Birthday 101 Westlake Drive Suite 210 Austin TX 78746 N/A PC General Support 10000 Ronald McDonald House Charities of Central Texas 1315 Barbara Jordan Blvd Austin TX 78723 N/A PC Expansion Campaign 100000 SEARCH Homeless Services 2015 Congress Street Houston TX 77002 N/A PC General Support 50000 SFASU Foundation PO Box 6092 SFA Station Nacogdoches TX 75962 N/A PC Scholarships & Annual Fund 525000 SIRE PO Box 924067 Houston TX 77292 N/A PC General Support 25000 Snowdrop Foundation Inc PO Box 19808 Houston TX 77224 N/A PC General Support 100000 Sunny Creek Ranch 7718 Bryan Lane Montgomery TX 77316 N/A PC General Support 5000 Sustainable Food Center 2921 East 17th Street Building C Austin TX 78702 N/A PC General Support 50000 The Council on Recovery PO Box 2768 Houston TX 77252 N/A PC General Support 50000 The New Philanthropists PO Box 302528 Austin TX 78703 N/A PC General Support 10000 The Osteosarcoma Institute 3963 Maple Avenue Suite 390 Dallas TX 75219 N/A PC Miles of Hope Fund 5000 The SAFE Alliance 4800 Manor Road Building K Austin TX 78723 N/A PC General Support 15000 The Seton Fund 1206 West 38th Street Suite 4200 Austin TX 78705 N/A PC Women First Campaign & Dell Seton 125000 Tourette Association of Texas 3919 River Forest Drive Richmond TX 77406 N/A PC General Support 10000 Youth Justice Alliance 6105 Sierra Arbor Court Austin TX 78759 N/A PC General Support 20000 2001000 0 14 5075 14 674938 18 1197663 Federal tax refund 01 116534 0 1994210 0 1994210 0 0 0 0 0 0 0 0 0 0 Tax preparation fees 6500 3250 3250 Oracle Corp 2.5% Due 04/01/25 302117 298294 Bristol-Myers Sq 0.75% Due 11/13/25 396411 387662 Morgan Stanley 3.875% Due 01/27/26 519882 496265 JPMorgan Chase & Var Due 04/22/26 151708 148682 U.S. Bancorp 3.1% Due 04/27/26 406188 415233 Chubb INA Holdin 3.35% Due 05/03/26 389987 392976 The Allstate Cor 3.28% Due 12/15/26 150027 146615 Amazon.com, Inc. 3.3% Due 04/13/27 376005 365325 The Home Depot, I 2.5% Due 04/15/27 309080 287098 Bank of America C Var Due 07/22/27 432905 477002 Interntnl Busines 6.5% Due 01/15/28 216157 209338 Wells Fargo & Co Var Due 05/22/28 423454 385830 JPMorgan Chase & Var Due 06/01/28 170911 164285 Duke Energy Flori 3.8% Due 07/15/28 206608 194048 Ntnl Rural Utilit 3.7% Due 03/15/29 303305 286059 The Goldman Sachs 2.6% Due 02/07/30 230553 221332 Unitedhealth Grou 5.3% Due 02/15/30 359389 354281 Nevada Power Co 2.4% Due 05/01/30 303763 264420 Northern Trust 6.125% Due 11/02/32 267641 263775 American Express Var Due 05/01/34 232785 221396 Alphabet Inc. / 7,015 shares 791587 1327939 Amazon.com, Inc / 7,990 shares 799507 1752926 Becton Dickinson & Co / 2,195 shares 514676 497980 Berkshire Hathaway / 565 shares 233081 256103 Coca Cola Consolidated I / 199 shares 215915 250738 Comfort Sys USA Inc / 1,830 shares 575298 776030 Corteva Inc / 14,265 shares 813469 812534 Danaher Corp / 3,000 shares 716771 688650 Disney Walt Co / 10,505 shares 1027414 1169732 DoorDash Inc / 4,910 shares 556418 823653 Eaton Corp Plc F / 2,240 shares 743620 743389 Expand Energy Corp / 6,605 shares 643478 657528 Intercontinental Exc / 7,300 shares 834607 1087773 Intuit / 1,210 shares 733905 760485 JPMorgan Chase & Co / 4,040 shares 599387 968428 Kosmos Energy Ltd / 102,185 shares 371685 349473 Meta Platforms Inc / 1,550 shares 921273 907540 Microsoft Corp / 4,220 shares 207237 1778730 Monolithic Power Sys Inc / 1,670 shares 868077 988139 Nvidia Corp / 14,050 shares 177407 1886775 O Reilly Automotive Inc / 715 shares 663092 847847 On Semiconductor Corp / 7,775 shares 586501 490214 Saia Inc / 2,070 shares 582353 943361 ServiceNow Inc / 995 shares 759617 1054819 Sherwin-Williams Co / 1,370 shares 292499 465704 Taiwan Semiconductor M F / 6,550 shares 1268775 1293559 TopBuild Corp / 1,470 shares 587833 457670 Zoetis Inc / 5,860 shares 1081468 954770 Vaughan Nelson Internati / 366,682.9330 shares 4964530 4873216 AGNC Invt Corp / REIT / 37,565.0000 shares 362048 345974 7099434 6966789 0 0 Payroll service fees 539 81 458 Insurance 99 0 99 Professional development 149 0 149 Dues, subscriptions, software 724 0 724 P.O. Box expense 336 0 336 Other office expenses 77 0 77 Federal tax refund 116534 116534 Investment management fees 113281 113281 0 Federal tax 119 0 0