2022-10-31T16:07:38-05:00 2022-04-30 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2021-05-01 746053822 The DeBakey Medical Foundation DEBA 7137903155 One Baylor Plaza MS BCM 390 Houston TX 77030 Dr Herbert D Short III Pres/Trustee 7137903155 2022-10-31 1 Dr Herbert D Short III 999009999 Kurt Coburn P01638285 7134395739 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X X 76992094 X X 3251 3251 1605463 1605463 336 75070 336 1609050 1609050 120000 24000 96000 7650 1530 6120 9100 4550 4550 296160 295160 1000 69174 69174 0 94657 3883 90774 596741 398297 198444 3483783 3483783 4080524 398297 3682227 -2471474 1210753 458952 100691 100691 177960 1018442 1018442 750 500 500 299774 225040 197375 13016380 12255160 74507969 1000290 1105362 1067083 139914 139914 139914 100034 15094020 14845109 76992094 0 0 X 15094020 14845109 15094020 14845109 15094020 14845109 15094020 -2471474 2222563 14845109 0 14845109 Publicly traded securities 75070 74734 336 336 P 0 0 336 16829 0 16829 0 16829 15286 0 13600 0 28886 X 0 12057 12057 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 None Rubye Triplett 7139326809 1511 Bingle Rd Ste A-1 Houston TX 77055 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Dr Herbert D Short III One Baylor Plaza MS BCM 390 Houston TX 77030 Pres/Trustee 10.00 100000 0 0 Dr George P Noon One Baylor Plaza MS BCM 390 Houston TX 77030 Treas/Trustee 1.00 5000 0 0 Dr Charles H McCollum One Baylor Plaza MS BCM 390 Houston TX 77030 Sec/Trustee 1.00 5000 0 0 William H Caudill One Baylor Plaza MS BCM 390 Houston TX 77030 Trustee 1.00 5000 0 0 David Lummis One Baylor Plaza MS BCM 390 Houston TX 77030 Trustee 1.00 5000 0 0 NONE 0 Fayez Sarofim & Co 909 Fannin St 2907 Houston TX 77010 Investment Mgmt 295160 0 0 79336210 1120039 100034 80556283 0 0 80556283 1208344 79347939 3967397 3967397 16829 16829 3950568 0 3950568 0 3950568 3682227 0 3682227 3950568 3021203 0 0 3682227 3021203 0 0 661024 0 0 0 0 0 0 0 0 3289544 0 0 0 X Baylor College of Medicine PO Box 4976 Houston TX 77210 N/A PC Michael E. DeBakey Library and Museum and new medical school building 2595025 Baylor University One Bear Place 971026 Waco TX 76798 N/A PC Medical Humanities Program in the College of Arts and Sciences 388758 Baylor College of Medicine PO Box 4976 Houston TX 77210 N/A PC Michael E. DeBakey Excellance in Research Award 25000 Texas State Historial Association 1155 Union Circle Ste 311580 Denton TX 76203 N/A PC Development of the Handbook of Texas 50000 John P McGovern Museum 1515 Hermann Dr Houston TX 77004 N/A PC Michael E. DeBakey Cell Labs 175000 National Library of Medicine 8600 Rockville Pike Bethesda MD 20894 N/A GOV Physical processing and cataloging of the papers of Lois and Selma DeBakey 250000 3483783 0 14 3251 14 1605463 18 336 0 1609050 0 1609050 0 0 0 0 0 0 0 0 0 0 Accounting 6000 3000 3000 Tax compliance 3100 1550 1550 175,000 AmEx Note 3.4% 02/27/23 174864 176493 175,000 Morgan Stanley 3.625% 01/20/27 173027 170811 200,000 Franklin Resources 2.8% 09/15/22 203416 200818 175,000 Goldman Sachs 3.85% 01/26/27 171438 171227 175,000 JPMorgan Chase 2.95% 10/01/26 170243 167843 100,000 Home Depot, Inc. 2.7% 04/15/2030 107302 91413 100,000 Visa 2.05% 4/15/2030 105072 88478 19,000 shs Abbott Laboratories 245510 2156500 15,000 shs AbbVie Inc 15000 2203200 2,500 shs Air Products & Chemicals Inc 105748 585175 35,000 shs Altria Group Inc 29837 1944950 8,500 shs American Express Company 151606 1485035 68,000 shs Apple Inc 403852 11902576 5,000 shs ASML Holding NV 490637 2818850 7,000 shs Automatic Data Processing 169931 1527260 3,100 shs BlackRock Inc 772012 1936508 2,000 shs Canadian Pacific Railway Ltd 240625 732200 18,000 shs Chevron Corporation 471235 2820060 9,000 shs Chubb Ltd 916085 1858050 34,000 shs Comcast Corporation 826098 1351840 14,000 shs ConocoPhillips 528732 1337280 35,162 shs Exxon Mobil Corporation 189828 1292561 800 shs Facebook Inc Common Stock 87051 160376 10,000 shs Intercontinental Exchange Inc 485701 1158100 3,400 shs Johnson & Johnson 16135 613564 18,000 shs JPMorgan Chase & Co 469014 2148480 3,000 shs Kellogg Company 97710 205500 7,600 shs Mcdonald's Corp 186933 1893616 1,700 shs Microsoft Corporation 88885 471784 24,000 shs Nestle S A/S ADR 85750 3115440 6,000 shs Novartis AG 373335 528180 30,000 shs Novo Nordisk A/S 319555 3420000 8,400 shs PepsiCo Inc 83399 1442364 40,000 shs Philip Morris Intl Inc 122417 4000000 4,300 shs Linde PLC Com Euro001(Praxair 227125 1341428 16,400 shs Proctor & Gamble 8021 2633020 20,000 shs Roche Holdings 447215 933400 5,000 shs S&P Global Inc 246904 1882500 19,000 shs Texas Instruments Inc 749951 3234750 57,000 shs The Coca-Cola Co 81733 3682770 7,400 shs Union Pacific Corporation 742740 1733746 7,000 shs Visa Inc Class A 487163 1491910 7,656 shs Disney Walt Co 415892 854639 8,617 shs Advanced Micro Devices Inc. 162542 736925 1,200 shs Alcon Inc 51956 85452 6,000 shs Raytheon Technologies Co 448683 569460 3,000 shs Otis Worldwide Co 212614 218520 225040 197375 0 0 Office expenses - reimburse Baylor 85000 0 85000 Insurance 7546 3773 3773 Land maintenance 110 110 0 Medical Student Poetry Program 1750 0 1750 Other expenses 251 0 251 Difference between FMV and Basis in stock grants 2222563 Investment advisor fees 295160 295160 0 Foundation admin fees 1000 0 1000 Ad Valorem tax 464 464 0 Foreign tax 68710 68710 0