2022-11-07T20:12:46-06:00 2021-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2021-01-01 746039126 Jacob and Terese Hershey Foundation JACO 7135297610 4306 Yoakum Blvd 520 Houston TX 77006 Elizabeth G Love CEO 7135297610 2022-11-07 1 Elizabeth Love 999009999 Kurt Coburn P01638285 7134395739 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 132432706 X 25236343 1995954 1786275 7150541 13887974 7149295 111883 105605 34494721 9041175 230000 0 230000 238333 31850 206483 87588 6175 81413 67586 43853 23733 27000 13000 13500 194546 192881 1665 90742 239 0 2456 0 85590 6035 79555 11668 0 11668 168341 105349 62957 1203850 399382 710974 4880219 4880219 6084069 399382 5591193 28410652 8641793 343631 176503 176503 3148229 2359600 2359600 22020837 15224718 15293900 49512398 62237775 79775403 9546560 19301796 18984447 2469717 4056251 4098001 6524589 4409 4122 6520180 11720180 75522 24672 24672 87121016 109901495 132432706 2878 3123 2878 3123 X 87118138 109898372 87118138 109898372 87121016 109901495 87118138 28410652 0 115528790 5630418 109898372 Publicly traded securities 13035608 5969030 7066578 7066578 K-1 Passthrough capital loss 84184 84184 84184 Final redemption- Cypress Creek Partners P 2020-05-26 2021-12-21 744833 744833 0 0 Sales of art & jewelry P 2020-11-06 2021-12-31 22103 23570 -1467 -1467 7149295 120121 0 120121 0 120121 101102 0 38000 0 139102 X 0 18981 18981 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 0 1 1 www.jthershey.org Hilda Macias Hendrix 7135297610 4306 Yoakum Blvd Suite 520 Houston TX 77006 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 Jeffrey Hershey 4306 Yoakum Blvd Suite 520 Houston TX 77006 President 5.00 0 0 0 Andrew H Sansom 4306 Yoakum Blvd Suite 520 Houston TX 77006 Treasurer / Dir 5.00 0 0 0 Amie Rodnick 4306 Yoakum Blvd Suite 520 Houston TX 77006 Secretary / Dir 5.00 0 0 0 Kim Baker 4306 Yoakum Blvd Suite 520 Houston TX 77006 Director 5.00 0 0 0 Olive Hershey 4306 Yoakum Blvd Suite 520 Houston TX 77006 Director 5.00 0 0 0 Earthea Nance 4306 Yoakum Blvd Suite 520 Houston TX 77006 Director 5.00 0 0 0 Elizabeth GLove 4306 Yoakum Blvd Suite 520 Houston TX 77006 CEO 40.00 230000 33027 23485 Deborah Mueller 4306 Yoakum Blvd Suite 520 Houston TX 77006 Director of Grants M 30.00 142112 11406 0 Hilda Macias Hendrix 4306 Yoakum Blvd Suite 520 Houston TX 77006 Director of Finance 20.00 79625 6653 0 0 Brown Advisory Austin TBP 500 West 2nd Street Suite 1850 Austin TX 78701 Investment management 192881 Klosek & Associates PLLC 3355 W Alabama St Houston TX 77098 Legal fees 54597 0 0 109043184 2867052 3895174 115805410 0 0 115805410 1737081 114068329 5703416 5703416 120121 1065 121186 5582230 0 5582230 0 5582230 5591193 0 18514 5609707 5582230 0 0 758616 758616 5609707 0 0 0 5582230 27477 0 0 786093 0 0 0 0 0 0 0 786093 758616 27477 Jacob and Terese Hershey Foundation 4306 Yoakum Blvd Suite 520 Houston TX 77006 7135297612 support@jthershey.org Anyone interested in applying for a grant must first submit a letter of inquiry via our online system at https://jthershey.org/apply/. Varies, see website Evaluated on case by case basis by the Board ACLU Foundation of Texas PO Box 8306 Houston TX 77288 N/A PC Towards protecting abortion rights in Texas 25000 Air Alliance Houston 2520 Caroline Street Ste 100 Houston TX 77004 N/A PC Toward general operating support 50500 American Forests 1220 L Street NW Ste 750 Washington DC 20005 N/A PC Toward restoring thorn forest habitat in the lower Rio Grande Valley 50000 Armand Bayou Nature Center PO Box 58828 Houston TX 77258 N/A PC Toward environmental education programs 10000 Audubon Rockies 215 W Oak St Ste 2C Fort Collins CO 80521 N/A PC Toward environmental education programs in southwestern Colorado 100000 Audubon Texas 7700 West Highway 71 Ste 330 Austin TX 78735 N/A PC Toward the Conservation Leaders program for young women 50000 Austin Humane Society 124 W Anderson Ln Austin TX 787521104 N/A PC Toward general operating support 10000 Austin Parks Foundation PO Box 6160 Austin TX 78762 N/A PC Toward completing improvements at the Govalle Neighborhood Park 50000 Bandera Canyonlands Alliance P O Box 135 Medina TX 78055 N/A PC Toward general operating support 10000 Bayou City Waterkeeper 2010 N Loop West Ste 103 Houston TX 77018 N/A PC Toward general operating support 60000 Bayou Land Conservancy 10330 Lake Road Building J Houston TX 77070 N/A PC Toward accelerating land conservation in the Lake Houston watershed 50000 Bering Memorial United Church of Christ 1440 Harold St Houston TX 77006 N/A PC In kind donation- Bedside cabinet 565 Cascadia Wildlands POB 10455 Eugene OR 97440 N/A PC Toward defending area forests 30000 Center for Reproductive Rights 199 Water Street 22nd Floor New York NY 10038 N/A PC Toward legal services to protect abortion rights in Texas 150000 Central Texas Tortoise Rescue 687 Falconwood Drive San Marcos TX 78666 N/A PC Toward general operating support 4124 Citizens for Animal Protection 17555 Katy Freeway Houston TX 77094 N/A PC Toward general operating support 10000 City of Houston 901 Bagby Houston TX 77002 N/A GOV In kind donation- Chairs for City of Houston-ReUse 380 Coalition for Environment Equity and Resilience PO Box 2245 New Orleans LA 70176 N/A PC Toward general operating support 75000 Coastal Prairie Conservancy 5615 Kirby Drive Ste 867 Houston TX 77005 N/A PC Toward refining the Buffalo Bayou Community Plan for flood mitigation 50000 Coastal Prairie Conservancy 5615 Kirby Drive Ste 867 Houston TX 77005 N/A PC Toward accelerating land conservation in the coastal prairie 50000 Colorado Open Lands 1546 Cole Blvd 200 Lakewood CO 80401 N/A PC Toward accelerating land conservation in southwestern Colorado 50000 Comal County Conservation Alliance 41 Stonecrest Circle New Braunfels TX 78132 N/A PC Toward building capacity for conservation in Comal County 50000 Commission Shift 212 Flores Ave Laredo TX 78040 N/A PC Toward general operating support 500 Committee to Bridge the Gap 605 Waldeberg Road Ben Lomond CA 95005 N/A PC Toward preventing radioactive waste disposal in Texas 30000 Communities for Better Health 4725 Paradise Ln Houston TX 770481027 N/A PC Toward support for Ivy Leaf Farms 5000 Creative Visions Foundation 18820 Pacific Coast Hwy Ste 201 Malibu CA 902655535 N/A PC Toward promoting the Wildlife Killings Contests film 40000 Emancipet 7010 Easy Wind Drive Ste 260 Austin TX 78752 N/A PC Toward increasing access to veterinary services 25000 Environment Texas Research and Policy Center 200 E 30th Austin TX 78705 N/A PC Toward research to inform the expansion of the Texas state parks system 50000 Environmental Defense Fund 257 Park Avenue South 17th Floor New York NY 10010 N/A PC Toward the One Breath Partnership 50000 Environmental Defense Fund 257 Park Avenue South 17th Floor New York NY 10010 N/A PC Toward advancing sustainable groundwater management in Texas 50000 Environmental Integrity Project 1000 Vermont Avenue NW Ste 1100 Washington DC 20005 N/A PC Toward technical and legal services to address polluting infrastructure 50000 Environmental Stewardship PO Box 1423 Bastrop TX 78602 N/A PC Toward advancing sustainable groundwater practices within the Lost Pines Groundwater District 50000 Families in Nature 4610 Shoalwood Austin TX 78756 N/A PC Toward expanding environmental education and outdoor learning 50000 Fort Worth Public Library Foundation 500 West 3rd St Fort Worth TX 76102 N/A PC In kind donation - multiple art pieces 25500 Friends of LBJ National Historical Park PO Box 1831 Johnson City TX 78636 N/A PC Toward building operational capacity 15000 Friends of the Earth 1101 15th Street NW 11th Floor Washington DC 20005 N/A PC Toward the Landgrabs, Forests and Finance project 50000 Galveston Bay Foundation 1725 Highway 146 Kemah TX 77565 N/A PC Toward accelerating land conservation along Galveston Bay 50000 Great Springs Project 409 W 14th Street Austin TX 78701 N/A PC Toward identifying priority lands and advancing land protection 50000 Gulf Coast Bird Observatory 299 Hwy 332 West Lake Jackson TX 77566 N/A PC Toward avian conservation through research and monitoring 35000 Guttmacher Institute 125 Maiden Lane 7Th Floor New York NY 100384723 N/A PC Toward research and policy analysis on reproductive issues in Texas 25000 Hill Country Alliance PO Box 151675 Austin TX 78715 N/A PC Toward mobilizing funding for land conservation in the Texas Hill Country 50000 Hill Country Conservancy PO Box 163125 Austin TX 78716 N/A PC Toward accelerating land conservation in the Texas Hill Country 50000 Houston Arboretum & Nature Center 4501 Woodway Dr Houston TX 77024 N/A PC Toward environmental education programs 10000 Houston Arboretum & Nature Center 4501 Woodway Dr Houston TX 77024 N/A PC Toward general operating support 500 Houston Audubon 440 Wilchester Blvd Houston TX 77079 N/A PC Toward general operating support 50000 Houston Humane Society 14700 Almeda Road Houston TX 77053 N/A PC Toward the spay/neuter program 7500 Houston Parks Board 300 North Post Oak Lane Houston TX 77024 N/A PC Toward general operating support 50000 Houston Society for the Prevention of Cruelty to Animals (SPCA) 7007 Old Katy Road Houston TX 77024 N/A PC Toward general operating support 25000 Inland Northwest Land Conservancy 35 W Main Ave Ste 210 Spokane WA 99201 N/A PC Toward restoring the Waikiki Springs Preserve 10000 International Crane Foundation E11376 Shady Lane Road Baraboo WI 53913 N/A PC Toward engaging landowners in Whooping Crane conservation 50000 Jolt Initiative PO Box 4185 Austin TX 78765 N/A PC Toward Latinx youth organizing against climate change 30000 KPFT Radio 901 FM PO 667220 Houston TX 772267220 N/A PC Toward environmental programming 12500 Lake Fork Valley Conservancy PO Box 123 Lake City CO 81235 N/A PC Toward a master plan for the Slumgullion Earth and Sky Center 22500 Link Houston 609 Main St FL 25 Houston TX 77002 N/A PC Toward general operating support 2000 Lone Star Legal Aid 1415 Fannin Street Houston TX 77002 N/A PC Toward environmental justice legal services along the upper Texas coast 7500 Lone Star Legal Aid 1415 Fannin Street Houston TX 77002 N/A PC Toward environmental justice legal services along the upper Texas coast 50000 Mountain Studies Institute 116 E 12th Street PO Box 426 Silverton CO 81433 N/A PC Toward addressing environmental education gaps in southwestern Colorado 15000 National Center for Appropriate Technology 3040 Continental Dr Butte MT 59702 N/A PC Toward the Soil for Water landowner education program 50000 National Park Foundation 1500 K Street NW Ste 700 Washington DC 20005 N/A PC Toward reintroducing the Red Cockaded Woodpecker to Big Thicket National Preserve 50000 National Wildlife Federation 505 East Huntland Drive Ste 485 Austin TX 78752 N/A PC Toward advancing nature-based flood mitigation and green infrastructure 50000 Nuclear Information and Resource Service 6930 Carroll Ave Ste 340 Takoma Park MD 20912 N/A PC Toward preventing nuclear waste transport and interim storage 35000 Open Door Preschools PO Box 302527 Austin TX 78703 N/A PC Toward constructing an outdoor learning environment 40000 Our Children's Trust PO Box 5181 Eugene OR 97405 N/A PC Toward youth-led climate change litigation 50000 Planned Parenthood Gulf Coast Inc 4600 Gulf Freeway Houston TX 77023 N/A PC Toward general operating support 76000 Planned Parenthood of Greater Texas 7424 Greenville Ave Ste 206 Dallas TX 75231 N/A PC Toward general operating support 50000 Port Aransas Preservation Fund 1004 Private Road C Port Aransas TX 78373 N/A PC Toward exploring legal strategies against incursions in South Texas 25000 Public Citizen 309 E 11th Street Ste 2 Austin TX 78701 N/A PC Toward the "Texas Freeze" education campaign 25000 Public Citizen 309 E 11th Street Ste 2 Austin TX 78701 N/A PC Toward community organizing in East Harris County 50000 Public Citizen 309 E 11th Street Ste 2 Austin TX 78701 N/A PC Toward community organizing against the WA Parish coal-fired power plant 50000 Public Citizen 309 E 11th Street Ste 2 Austin TX 78701 N/A PC Toward engaging communities in the TCEQ Sunset Review 50000 Randall Davey Audubon Center & Sanctuary 1800 Upper Canyon Rd Santa Fe NM 87505 N/A PC In kind donation- Horse racing etching 100 Rice University's Baker Institute Center for Public Finance Baker Institute Rice University MS40 PO Box 1892 Houston TX 77251 N/A PC Toward assessing alternatives to oil and gas revenues for state funding 30000 River Pierce Foundation PO Box 249 San Ygnacio TX 78067 N/A PC Toward environmental education programs in South Texas 5000 Rockefeller Family Fund Inc as FS for Commission Shift 475 Riverside Drive Ste 900 New York NY 10115 N/A PC Toward support for Commission Shift 75000 Rothko Chapel 1409 Sul Ross Houston TX 77006 N/A PC Toward incorporating climate justice dialogue within the 2021 Symposium 15000 Rothko Chapel 3900 Yupon St Houston TX 77006 N/A PC Toward a contribution in memory of former Board member Sissy Farenthold 10000 San Juan Citizens Alliance PO Box 2461 Durango CO 81302 N/A PC Toward halting oil and gas development in the San Juan Mountains 10000 Save Barton Creek Association PO Box 5923 Austin TX 78763 N/A PC Toward protecting the waters of the Hill Country from sewage pollution 10000 Save Barton Creek Association PO Box 5923 Austin TX 78763 N/A PC Toward protecting the waters of the Hill Country from sewage pollution 35000 Shoal Creek Conservancy 707 Rio Grande St Austin TX 78701 N/A PC Toward implementing the Shoal Creek Watershed Action Plan 30000 Sierra Club Foundation 2101 Webster Street Ste 1250 Oakland CA 94612 N/A PC Toward advancing sustainable water management strategies 50000 SPARK School Park Program PO Box 1562 Houston TX 77251 N/A PC Toward general operating support 65000 SPARK School Park Program PO Box 1562 Houston TX 77251 N/A PC Toward general operating support 500 Special Pals Inc 3830 Greenhouse Rd Houston TX 77084 N/A PC Toward supporting clinical operations 10000 Sustainable Energy & Economic Development (SEED) Coalition 605 Carismatic Lane Austin TX 78748 N/A PC Toward preventing radioactive waste disposal in Texas and New Mexico 50000 Sustainable Food Center 2921 E 17th Street Building C Austin TX 78702 N/A PC Toward general operating support 25000 TEJAS-Texas Environmental Justice Advocacy Services 900 N Wayside Dr Houston TX 77011 N/A PC Toward general operating support 5000 Texas A&M University - Corpus Christi 6300 Ocean Drive Unit 5869 Corpus Christi TX 78412 N/A GOV Toward a review of freshwater inflows into Texas bays and estuaries 33000 Texas Appleseed 1609 Shoal Creek Ste 201 Austin TX 78701 N/A PC Toward legal services against the I-45 freeway expansion 35000 Texas Campaign for the Environment Fund 3903 S Congress Ave PO Box 42278 Austin TX 78704 N/A PC Toward promoting clean energy and a just transition from oil and gas 50000 Texas Climate News 3018 Prescott St Houston TX 77025 N/A PC Toward general operating support 25000 Texas Conservation Alliance PO Box 822554 Dallas TX 75382 N/A PC Toward engaging conservation interns from Texas' HBCUs 25000 Texas Health and Environment Alliance Inc 3262 Westheimer Rd 142 Houston TX 77098 N/A PC Toward general operating support 50000 Texas Land Conservancy 6626 Silvermine Dr Ste 300 Austin TX 78736 N/A PC Toward building capacity to absorb orphan conservation easements 50000 Texas Land Trust Council PO Box 2677 Wimberley TX 78676 N/A PC Toward general operating support 30000 Texas Parks and Wildlife Foundation 2914 Swiss Avenue Dallas TX 75204 N/A PC Toward commemorations of the centennial anniversary of Texas State Parks 50000 Texas Rio Grande Legal Aid Inc 301 South Texas Mercedes TX 78570 N/A PC Toward environmental justice legal services along the lower Texas coast 7500 Texas Rio Grande Legal Aid Inc 301 South Texas Mercedes TX 78570 N/A PC Toward environmental justice legal services along the lower Texas coast 50000 Texas Solar Energy Society PO Box 1447 Austin TX 78767 N/A PC Toward efforts to enable solar energy in Texas' rural electric cooperatives 15000 Texas Wildlife Rehabilitation Coalition 10801 Hammerly Blvd Ste 200 Houston TX 77043 N/A PC Toward general operating support 10000 The Cynthia & George Mitchell Foundation 2700 Technology Forest Blvd Ste 260 The Woodlands TX 77381 N/A PF Collaborating with peer foundations to support a statewide coalition of nonprofit organizations advancing an equitable transition to clean energy 10000 The Nature Conservancy 200 E Grayson St Ste 202 San Antonio TX 78215 N/A PC Toward due diligence expenses for the protection of Honey Creek 25000 The Peregrine Fund 5668 W Flying Hawk Lane Boise ID 83709 N/A PC Toward recovering the Northern Aplomado Falcon 50000 The Student Conservation Association 1310 N Courthouse Rd Ste 110 Arlington VA 22201 N/A PC Toward environmental education and conservation for Houston Youth 25000 The Texas Observer 54 Chicon Street Austin TX 78723 N/A PC Toward the launch of Public Health Watch 50000 The Texas Observer 54 Chicon Street Austin TX 78723 N/A PC Toward reporting on the environment and reproductive rights 77700 The Texas Tribune 919 Congress Ave Sixth Floor Austin TX 78701 N/A PC Toward reporting on the environment and reproductive rights 60000 Travis Audubon PO Box 301629 Austin TX 78703 N/A PC Toward the Blair Woods Sanctuary trails master plan 10000 TREAD Coalition Education Foundation 11601 W Hwy 290 Ste A101-369 Austin TX 78737 N/A PC Toward energy pipeline routing reform 25000 Trees For Houston PO Box 270477 Houston TX 77277 N/A PC Toward planting trees in Houston's Fifth Ward 50000 University of Houston 5000 Gulf Freeway Technology Bridge Bdg 1 Houston TX 77004 N/A GOV Toward prairie restoration at the UH Coastal Center 25000 Urban Harvest Inc 3302 Canal St Houston TX 77003 N/A PC Toward general operating support 25000 Urban Harvest Inc 3302 Canal St Houston TX 77003 N/A PC Toward general operating support 300 Vanguard Charitable PO Box 9509 Warwick RI 02889 N/A PC Toward contributing to Donor Advised Fund 773550 Verde Valley School 3511 Verde Valley School Rd Sedona AZ 86351 N/A PC Toward school field trips centered on environmental education 50000 Western Rivers Conservancy 71 SW Oak Street Ste 100 Portland OR 97204 N/A PC Toward conserving lands at La Jara State Trust 15000 Wharton County Stray Pet Outreach Team PO Box 584 Wharton TX 77488 N/A PC Toward general operating support 5000 Wharton County Stray Pet Outreach Team PO Box 584 Wharton TX 77488 N/A PC Toward general operating support 15000 Wheelwright Museum of the American Indian 704 Camino Lejo Santa Fe NM 87505 N/A PC In kind donation- Bird and Johnson Story Belt art 17500 Whitefish Review 708 Lupfer Ave Whitefish MT 59937 N/A PC Toward raising awareness to protect wildlife habitat 25000 Wildlife Habitat Federation PO Box 75 Cat Spring TX 78933 N/A PC Toward collaborating with landowners to restore prairie habitat 50000 Wildlife Rescue Inc 5401 E Martin Luther King Jr Blvd Austin TX 78721 N/A PC Toward general operating support 10000 4880219 Austin Humane Society 124 W Anderson Ln Austin TX 78752 N/A PC Toward the Capital Campaign 50000 Austin Humane Society 124 W Anderson Ln Austin TX 78752 N/A PC Toward general operating upport 10000 Bayou Land Conservancy 10330 Lake Road Building J Houston TX 77070 N/A PC Toward accelerating land conservation in the Lake Houston watershed 50000 Center for Reproductive Rights 199 Water Street 22nd Floor New York NY 10038 N/A PC Toward legal services to protect abortion rights in Texas 150000 Citizens for Animal Protection 17555 Katy Freeway Houston TX 77094 N/A PC Toward general operating support 10000 Coastal Prairie Conservancy 5615 Kirby Drive Ste 867 Houston TX 77005 N/A PC Toward accelerating land conservation in the coastal prairie 50000 Colorado Open Lands 1546 Cole Blvd 200 Lakewood CO 80401 N/A PC Toward accelerating land conservation in southwestern Colorado 50000 Families in Nature 4610 Shoalwood Austin TX 78756 N/A PC Toward expanding environmental education and outdoor learning 50000 Friends of LBJ National Historical Park PO Box 1831 100 Lady Bird Lane Johnson City TX 78636 N/A PC Toward building operational capacity 15000 Galveston Bay Foundation 1725 Highway 146 Kemah TX 77565 N/A PC Toward accelerating land conservation along Galveston Bay 50000 Hill Country Alliance PO Box 151675 Austin TX 78715 N/A PC Toward mobilizing funding for land conservation in the Texas Hill Country 50000 Houston Society for the Prevention of Cruelty to Animals (SPCA) 7007 Old Katy Road Houston TX 77024 N/A PC Toward general operating support 25000 International Crane Foundation E11376 Shady Lane Road Baraboo WI 53913 N/A PC Toward engaging landowners in Whooping Crane conservation 50000 Mountain Studies Institute 116 E 12th Street PO Box 426 Silverton CO 81433 N/A PC Toward addressing environmental education gaps in southwestern Colorado 15000 Rockefeller Family Fund Inc as FS for Commission Shift 475 Riverside Drive Ste 900 New York NY 10115 N/A PC Toward support for Commission Shift 75000 Save Barton Creek Association PO Box 5923 Austin TX 78763 N/A PC Toward protecting the waters of the Hill Country from sewage pollution 35000 Save Buffalo Bayou 3614 Montrose 706 Houston TX 77006 N/A PC Toward advocacy to protect Buffalo Bayou 25000 Sierra Club Foundation 2101 Webster Street Ste 1250 Oakland CA 94612 N/A PC Toward advancing sustainable water management strategies 50000 SPARK School Park Program PO Box 1562 Houston TX 77251 N/A PC Toward general operating support 65000 Texas Conservation Alliance PO Box 822554 Dallas TX 75382 N/A PC Toward engaging conservation interns from Texas' HBCUs 25000 Texas Parks and Wildlife Foundation 2914 Swiss Avenue Dallas TX 75204 N/A PC Toward capital improvements at Palo Pinto Mountains State Park 250000 Texas Rio Grande Legal Aid Inc 301 South Texas Mercedes TX 78570 N/A PC Toward environmental justice legal services along the lower Texas coast 50000 The Nature Conservancy 200 E Grayson St Ste 202 San Antonio TX 78215 N/A PC Towards land acquisition to protect Honey Creek 82000 The Texas Tribune 919 Congress Ave Sixth Floor Austin TX 78701 N/A PC Toward reporting on the environment and reproductive rights 60000 1342000 14 1995954 525990 1246 18 7149295 Royalty income 15 138662 Passthrough K-1 income 525990 5891 14 -32670 7137 9251241 0 9258378 0 0 0 0 0 0 0 0 0 0 X X 1 Estate of Terese T Hershey 4306 Yoakum Blvd Suite 520 Houston TX 77006 8650782 X X 2 Estate of Terese T Hershey 4306 Yoakum Blvd Suite 520 Houston TX 77006 9130 X 3 Estate of Terese T Hershey 4306 Yoakum Blvd Suite 520 Houston TX 77006 808490 X 4 Estate of Terese T Hershey 4306 Yoakum Blvd Suite 520 Houston TX 77006 4293625 X 5 Estate of Terese T Hershey 4306 Yoakum Blvd Suite 520 Houston TX 77006 11474316 X 1 Publicly traded securities 8250784 2021-05-19 2 Furniture & Decor 9130 2021-02-13 3 Mineral interests 808490 2021-05-31 5 Real property 11474316 2021-12-30 Accounting & tax compliance 27000 13000 13500 Furniture and Fixtures 2021-11-30 13840 1953 SL 7.000000000000 1534 0 Machinery equipment 2021-06-02 10749 SL 5.000000000000 922 0 Four Mile Ranch 2021-12-30 6500000 L 0 0 Save RGV From LNG 613 West Saint Charles St Brownsville TX 78520 2020-06-19 30000 Supporting legal action against incursions on area wetlands and beaches in the Rio Grande Valley. 22864 No Report on 2021 activity on grant submitted 1/30/22 The Foundation has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification was made. The Cynthia & George Mitchell Foundation 2700 Technology Forest Blvd Ste 260 The Woodlands TX 77381 2021-09-29 10000 Collaborating with peer foundations to support a statewide coalition of nonprofit organizations advancing an equitable transition to clean energy. 10000 No The Foundation has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification was made. Cypress Creek Private Stategies Registered Fund LP Purchased 1246 Cost 0 1246 230,000 Agilent 2.100 06/04/30 231219 225398 185,000 Alexandria RE EQ 4.900 12/15/30 222339 222440 210,000 American Tower 3.125 01/15/27 221710 219977 215,000 Amphenol 2.800 02/15/30 226466 221757 225,000 Bank Nova 0.650 07/31/24 224873 222222 335,000 Bank of America 0.981 09/25/25 335385 331003 527,038 Brown Advisory Total Return Instl 5577032 5412678 230,000 Brunswick Corp 2.400 08/18/31 228979 220793 220,000 Citigroup 1.678 05/15/24 221377 222457 230,000 Clorox 1.800 05/15/30 229336 223135 190,000 CNH Equipment 01/16/2029 0.900% 189991 185899 110,000 Con Ed of NY 3.350 04/01/30 120050 118410 120,000 CrowdStrike Hldg 3.000 02/15/29 121320 118500 210,000 Crown Castle 3.300 07/01/30 223003 221743 295,000 CVS Health 4.300 03/25/28 331693 331288 1,575,000 EIB 2.500 10/15/24 1663939 1640162 225,000 Equinix 2.500 05/15/31 (NV) 225366 225101 170,000 Ford Fndtn Bond 2.415% 06/0 171202 161279 115,000 Ford Motor 3.250 02/12/32 31 115087 117760 212,000 Fortis 3.055 10/04/26 228214 220802 225,000 Goldman Sachs 0.855 02/12/26 224968 220680 210,000 Hasbro 3.900 11/19/29 229019 231746 955,000 IBRD 0.625 04/22/25 954695 939443 715,000 IFC 2.000 10/24/22 MTN 725834 724125 205,000 JB Hunt Trans 3.875 03/01/26 221779 222954 250,000 John Deere Owner Trust 2020 A3 220222 218277 175,000 John Deere Owner Trust 21B 174984 173006 225,000 JP Morgan 0.653 09/16/24 225449 223967 76,000 KFW 2.000 09/29/22 77055 76876 195,000 Marriott Intnl 4.650 12/01/28 210460 218849 180,978 Metropolitan West Unconstrained 2148567 2112335 235,000 Micron Tech 2.703 04/15/32 234997 235266 225,000 Morgan Stanley 0.864 10/21/25 225465 221850 105,000 NextEra Hldg 4.800 12/01/77 107561 111914 230,000 PerkinElmer 2.250 09/15/31 229841 223907 225,000 Physicians Realty 11/01/2031 2.625% 224875 223893 205,000 PVH 4.625 07/10/25 25 223680 223348 190,000 Toyota Auto Rec Owner 21B A3 Sr 189980 188166 305,000 Verisk Analytics 4.000 06/15/25 328902 327829 300,000 Verizon 3.875 02/08/29 338113 332730 215,000 VF 2.950 04/23/30 222063 223228 230,000 VMware 1.800 08/15/28 229160 224022 225,000 Xylm 2.250 01/30/31 225546 223232 1,797 ABCAM ADR 37135 42319 1,408 Accolade Inc 45234 37115 458 Adobe Systems Inc 145365 259713 2,636 Agilon Health Inc 77491 71172 1,523 Albany International Corp 101913 134709 1,812 Alignment Healthcare Inc 30876 25477 91 Amazon Com Inc 171174 303425 108 Amazon Com Inc 190730 360109 1,209 American Tower Corp 291960 353633 1,168 Analog Devices Inc 152878 205299 6,885 Angies List Inc 89863 63411 4,304 Apple Inc 255889 764261 3,047 Apple Inc 373658 541056 141,234 Artisan International Value Instl 5665284 5985538 318 Ascendis Pharma A/S 47892 42781 586 Assurant Inc 62161 91334 813 Autodesk Inc 170286 228607 1,231 BASE 36479 30726 4,557 Berkshire Hathaway B New 1090429 1362543 603 Biohaven Pharmaceutical Holding Co Ltd 42575 83099 246 Bio-Rad Laboratories Inc 119410 185870 665 Blackline Inc 54245 68854 3,968 Blackstone Group LP 216147 513420 962 Block Inc 202898 155373 631 Blueprint Medicines Corp 48289 67586 936 Bright Horizons Family Solutions Inc 114435 117824 619,408 Brown Advisory Beutel Goodman 8042267 8089478 516,855 Brown Advisory Emerging Markets 4575012 6114389 409,608 Brown Advisory Global Leaders 6820693 9638084 871 Bruker Corp 36771 73086 3,313 C T S Corp 98168 121653 521 Cabot Microelectronics Corp 81942 99870 1,009 Cabot Microelectronics Corp 148369 193415 1,347 Cactus Inc 35886 51361 1,474 Cadence Design Systems Inc 185114 274680 548 Casey's General Stores Inc 91206 108148 944 Catalent Inc 71802 120860 8419 ChampionX Corp 149804 170148 462 Charles River Laboratories International 83387 174072 465 Choice Hotels International Inc 41403 72535 391 Churchill Downs Inc 78430 94192 8,407 Citigroup Inc New 550857 507699 969 Civeo Corp 20113 18576 2,256 Clarus Corp New 27809 62536 1,169 Cogent Communications Group 72430 85547 157,034 Cohen & Steers Real Estate 2922020 3465742 1,759 Comfort Systems USA Inc 72248 174035 404 Consolidated-Tomoka Land Co 18481 24814 1,171 CRA International Inc 46996 109325 1,803 Culp Inc 16728 17147 980 Curtiss-Wright Corporation 91187 135897 1,120 Danaher Corporation 187504 368491 6,648 Dennys Corp 94169 106368 5,165 DigitalBridge Group Inc 34800 43024 3,622 Dynatrace Inc 152412 218588 1,232 Dynatrace Inc 47505 74351 1,620 Eagle Materials Inc 140543 269665 8,983 Eastern Bankshares Inc 145949 181187 586 EastGroup Properties Inc 69218 133520 724 EastGroup Properties Inc 85477 164963 4,678 EchoStar Corp 138344 123265 799 Ecolab Inc 167686 187437 1,728 Edwards Lifesciences Corp 133966 223862 895 Encompass Health Corp 61589 58408 587 Enphase Energy Inc 108158 107386 785 Entegris Inc 48095 108785 725 Envestnet Inc 60372 57522 5,265 Essential Properties Realty Trust 92991 151790 1,203 Establishment Labs Holdings Inc 20897 81311 759 Etsy Inc com 84228 166175 4,635 EVO Payments Inc 106821 118656 210 Fate Therapeutics Inc 12986 12287 2,913 Federal Signal Corp 89883 126249 1,511 First Bancorp 76109 69083 829 First Watch Restaurant Group Inc 16561 13894 3,033 Fortive Corp Com 188091 231388 5,211 Fortive Corp Com 290873 397547 613 FTI Consulting Inc 67494 94046 3,895 Genpact Ltd 143559 206747 2,983 Getty Realty Corp 88375 95724 3,546 Global Medical REIT Inc 58327 62942 131 Google Inc Class A 151412 379512 279 Google Inc Class C 342718 807312 1207 H.B. Fuller Co 80412 97767 1223 HealthEquity Inc 69131 54106 342 Helen Of Troy Ltd 63839 83609 515 Home Depot Inc 129795 213730 130 Idex Corp. 20319 30722 474 IDEXX Laboratories Inc 146911 312110 383 Inari Medical Inc 23052 34956 6,705 Infinera Corp 66142 64301 2,170 Ingevity Corp 180600 155589 2,668 Insurance Auto Auctions Inc 115161 135054 586 Intuit Inc 167546 376927 1,215 Intuit Inc 298074 781512 2,217 Intuitive Surgical Inc 386447 796568 1328 JOANN Inc 19120 13785 339 John Bean Technologies Corp 29249 52057 2,330 JPMorgan Chase & Co 269292 368956 238,190 JPMorgan Hedged Equity I 6038641 6428773 657 Kadant Inc 67086 151425 867 Knight Transportation Inc 35382 52835 14,467 Ladder Capital Corp 153650 173459 657 Lattice Semiconductor Corp 18646 50628 203,498. Lazard Global Listed Infrastructure 3196799 3357732 4,805 La-Z-Boy Inc 159460 174470 3,969 Leslies Inc 98475 93907 249 Littelfuse Inc 44126 78355 1,675 Loyalty Ventures Inc 57266 50367 2,258 MakeMyTrip Ltd 42211 62569 857 Mantech International Corp 65441 62501 3,170 Marvell Technology Group Ltd 94563 277343 2,391 Mastercard Inc 663641 859134 1,524 McGrath RentCorp 86269 122316 10,120 MGIC Investment Corp 121146 145930 1,252 Microsoft Corp 181542 421073 2,131 Microsoft Corp 188884 716698 705 Mimecast Ltd 30914 56097 1,080 Monarch Casino & Resort Inc 75515 79866 481 Monolithic Power Systems, Inc. 98547 237292 6,549 Morgan Stanley 292611 642850 359 MSA Safety Inc 41083 54195 377 MSCI Inc 157014 230984 7,670 Mueller Water Products Inc. 79622 110448 916 Murphy Usa Inc. 110379 182504 164 Natera Inc 14883 15316 1,225 National Vision Hldgs Inc 37243 58788 1,988 Natural Gas Services Group Inc 15951 20814 2,709 NeoGenomics, Inc. 82149 92431 712 Neurocrine Biosciences Inc. 81244 60641 400 Nevro Corp 47423 32428 1,769 Nexstar Media Group 161337 267084 1,329 Nike Inc Class B 134561 221504 1,080 NVIDIA Corporation 158200 317639 716 Oak Street Health Inc 35857 23728 1,808 Onto Innovation Inc 66893 183024 777 Orthopediatrics Corp 35734 46511 4,151 Owens & Minor Inc 172237 180569 4,260 Pacific Premier Banc 97770 170528 2,379 PayPal Holdings Inc 236263 448632 525 PC Connection Inc 23223 22643 1,875 Peapack Gladstone Financial Corp 37931 66375 986 Phreesia Inc 29338 41077 2,963 Portland General Electric Co 123237 156802 3,918 Premier Financial Corp 121933 121105 803 Primerica Inc 95847 123076 396 Progyny Inc 10915 19939 1493 PROS Holdings, Inc. 62326 51494 1,875 Prosperity Bancshares Inc 124362 135563 385 Quaker Chemical Corp 72052 88850 820 REX American Resources Corp 53643 78720 382 ServiceNow Inc 115276 247960 1,416 Sherwin-Williams Co 214370 498659 2,362 SI-BONE Inc 62805 52460 1,084 Simpson Manufacturing Co Inc 95348 150752 342 Siteone Landscape Supply 38891 82860 5,443 Sprouts Farmers Market Inc 135607 161548 1,920 SPX Corp 83202 114586 5,748 Star Gas Partners LP 49991 61906 1,584 Starbucks Corp 135157 185280 4,493 Starbucks Corp 343772 525546 2,033 Sumo Logic Inc 38100 27567 123,100 T. Rowe Price Asia Opportunities I 2664552 2209652 1,888 Telefon De Mex L ADR 90712 85394 2,293 The AZEK Co Inc Class A 93942 106028 2,201 The Bancorp Inc 39871 55707 1,334 The Estee Lauder Companies 225071 493847 919 The Hanover Insurance Group Inc 90099 120444 1,582 The Simply Good Foods Co 37026 65764 495 Thermo Fisher Scientific Inc. 175736 330284 313 TopBuild Corp 38590 86360 2,695 Treehouse Foods Inc 106578 109228 608 Tristate Capital Holdings 8901 18398 1,226 UMB Financial Corp 69066 130091 759 Unitedhealth Group Inc 234286 381124 1,450 Unitedhealth Group Inc 339798 728103 169 Valmont Industries Inc 38296 42335 1,093 Vectrus Inc 56693 50027 1,375 Verisk Analytics Inc 230225 314504 4,965 Veritex Holdings Inc 93812 197508 511 Virtus Investment Partners Inc 58966 151818 2,174 Visa Inc Cl A 316256 471128 1,505 Visa Inc Cl A 221749 326149 5,136 Vista Outdoor Inc 116898 236616 3,290 Walt Disney Co 372367 509588 1,257 Waste Connections Inc 118139 171291 639 West Pharmaceutical Services Inc 143431 299697 305 WEX Inc 50107 42819 6,643 WideOpenWest Inc 143370 142957 403 Woodward Inc 34099 44112 1,211 Workiva Inc 59824 158023 2,759 WSFS Financial Corp 148770 138281 699 Zoetis Inc 104693 170577 3,899 Zuora Inc 52433 72833 1,599 Zurn Water Solutions Corp 56958 58204 19,153 Zynga Inc Class A 176456 122579 10742108 10638845 4482610 4655055 Mineral Interest AT COST 1436830 1436830 Rose Affordable Housing Preservation Fund V REIT LP AT COST 764818 753321 Civicap Partners Develop-to-Core Fund I, LP AT COST 1039870 1087107 Brown Advisory DEF LLP AT COST 469534 474509 Brown Advisory Private Income Partners AT COST 345199 346234 Furniture & Fixtures 13840 3487 10353 10353 Land 6500000 0 6500000 11700000 Machinery & Other Equipment 10749 922 9827 9828 General counsel and governance 67586 43853 23733 Furniture & decor 64050 19270 19270 Jewelry & collectibles 11472 5402 5402 Adjust contributed assets from FMV to Cost basis 5630418 Cloud service 26160 1844 24316 Insurance 5140 362 4778 Memberships 23210 0 23210 Office expense 9143 645 8498 Business meal & event 2318 163 2155 K-1 expenses 102370 102335 0 Royalty income 138662 138662 138662 Passthrough K-1 income -26779 -33057 -26779 Investment management fees 192881 192881 0 Other professional fees 1665 0 1665 Excise tax 90503 0 0 Foreign tax 239 239 0