2021-10-07T10:55:45-07:00 2021-04-30 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2020-05-01 746053822 The DeBakey Medical Foundation co Dr George Noon DEBA 7137903155 Fondren Bldg 6565 Fannin F426 Houston TX 77030 Dr Herbert D Short III Pres/Trustee 2021-10-07 true Dr Herbert D Short III 999009999 Kurt Coburn P01638285 7134395739 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X 74045058 X X 634 634 1593021 1593021 1113329 1764271 1113329 2706984 2706984 120000 24000 96000 7650 1530 6120 8400 4200 4200 317247 317247 55252 38138 80072 4296 75773 588621 389411 182093 2725000 2725000 3313621 389411 2907093 -606637 2317573 482526 458952 458952 442670 177960 177960 3 500 750 750 274774 299774 292465 13467282 13016380 71948907 892988 1000290 1072287 139914 139914 139914 93737 15700657 15094020 74045058 0 X 15700657 15700657 15094020 15700657 15094020 15700657 -606637 15094020 15094020 Publicly traded securities 2018-01-01 2020-01-01 1762973 650942 1112031 1112031 Securities litigation settlements 2018-01-01 2020-01-01 1298 1298 1298 1113329 32214 32214 32214 16500 24000 40500 X 8286 8286 false false false false false false false true true TX true false false false false true None Rubye Triplett 7139326809 1511 Bingle Rd Ste A-1 Houston TX 77055 false false false false true false false false false false false false false false false false false false false false false false Dr George P Noon Fondren Bldg 6565 Fannin F426 Houston TX 77030 Pres/Trustee 10.00 100000 Dr Herbert D Short III Fondren Bldg 6565 Fannin F426 Houston TX 77030 Treas/Trustee 1.00 5000 Dr Charles H McCollum Fondren Bldg 6565 Fannin F426 Houston TX 77030 Sec/Trustee 1.00 5000 William H Caudill Fondren Bldg 6565 Fannin F426 Houston TX 77030 Trustee 1.00 5000 David Lummis Fondren Bldg 6565 Fannin F426 Houston TX 77030 Trustee 1.00 5000 NONE Fayez Sarofim & Co 909 Fannin St 2907 Houston TX 77010 Investment Mgmt 317247 64621176 1317005 93737 66031918 0 66031918 990479 65041439 3252072 3252072 32214 32214 3219858 3219858 3219858 2907093 2907093 2907093 3219858 2708438 2907093 2708438 0 198655 3021203 X Baylor College of Medicine PO Box 4976 Houston TX 77210 N/A PC Michael E. 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DeBakey Excellance in Research Award 25000 2725000 14 634 14 1593021 18 1113329 2706984 2706984 false false false false false false false false false false Accounting 6000 3000 0 3000 Tax compliance 2400 1200 0 1200 175,000 AmEx Note 3.4% 02/27/23 174864 184387 175,000 Morgan Stanley 3.625% 01/20/27 173027 194099 200,000 Franklin Resources 2.8% 09/15/22 203416 206614 175,000 Goldman Sachs 3.85% 01/26/27 171438 193629 175,000 JPMorgan Chase 2.95% 10/01/26 170243 188582 100,000 Home Depot, Inc. 2.7% 04/15/2030 107302 104976 19,000 shs Abbott Laboratories 245510 2281520 15,000 shs AbbVie Inc 15000 1672500 2,500 shs Air Products & Chemicals Inc 105748 721200 35,000 shs Altria Group Inc 29837 1671250 8,500 shs American Express Company 151606 1303475 21,000 shs Apple Inc 443977 10911180 5,000 shs ASML Holding NV 490637 3240500 7,000 shs Automatic Data Processing 169931 1308930 3,100 shs BlackRock Inc 772012 2539830 2,000 shs Canadian Pacific Railway Ltd 240625 746260 18,000 shs Chevron Corporation 471235 1855260 9,000 shs Chubb Ltd 916085 1544310 34,000 shs Comcast Corporation 826098 1909100 14,000 shs ConocoPhillips 528732 715960 35,162 shs Exxon Mobil Corporation 189828 867873 800 shs Facebook Inc Common Stock 87051 260064 6,666 shs Fox Corp CL A Com 169180 249442 10,000 shs Intercontinental Exchange Inc 485701 1177100 3,400 shs Johnson & Johnson 16135 553282 18,000 shs JPMorgan Chase & Co 469014 2768580 3,000 shs Kellogg Company 97710 187260 7,600 shs Mcdonald's Corp 186933 1794208 1,700 shs Microsoft Corporation 88885 428706 24,000 shs Nestle S A/S ADR 85750 2865096 6,000 shs Novartis AG 373335 511440 30,000 shs Novo Nordisk A/S 319555 2218500 8,400 shs PepsiCo Inc 83399 1210944 40,000 shs Philip Morris Intl Inc 122417 3800000 5,700 shs Linde PLC Com Euro001(Praxair 301073 1629288 16,400 shs Proctor & Gamble 8021 2188088 20,000 shs Roche Holdings 447215 815740 5,000 shs S&P Global Inc 246904 1951950 19,000 shs Texas Instruments Inc 749951 3429690 57,000 shs The Coca-Cola Co 81733 3076860 7,400 shs Union Pacific Corporation 742740 1643466 7,000 shs Visa Inc Class A 487163 1634920 13,656 shs Disney Walt Co 741812 2540289 5,000 shs Xilinx Inc 162542 639800 1,200 shs Alcon Inc 51956 90516 6,000 shs Raytheon Technologies Co 448683 499440 6,000 shs Carrier Global Co 152047 261480 3,000 shs Otis Worldwide Co 212614 233610 299774 292465 Land 139914 139914 93737 Insurance 7546 3773 3773 Land maintenance 110 110 Medical Student Poetry Program 1750 1750 Office expenses - reimburse Baylor 70000 70000 Other expenses 666 413 250 Investment advisor fees 317247 317247 0 0 Ad Valorem tax 2190 2190 Excise tax 17114 Foreign tax 35948 35948