2021-11-13T10:37:18-08:00 2020-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2020-01-01 760647361 The Cullen Foundation CULL 7136518839 2727 Allen Parkway Suite 1050 Houston TX 77019 Scott W Wise President/Treasurer 2021-11-13 true Scott W Wise 999009999 Kurt Coburn P01638285 7134395739 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X 367967579 X X 33684 33684 1085055 1085055 15547750 68194639 14440947 2962136 3075269 19628625 18634955 681353 204406 476947 265963 85720 170963 178472 57542 120930 27785 11892 13893 1702048 1694172 7876 784462 8338 19889 5912 73016 21175 51841 3458 2154 1221 246131 197629 48502 3982577 2288940 892173 14145000 14145000 18127577 2288940 15037173 1501048 16346015 168040 57646 57646 1716971 1607617 1607617 58088675 26821020 49678518 9984554 9980457 9970048 206411435 239412154 306526879 204261 77390 135042 126871 126871 276504717 278005765 367967579 0 X 276504717 276504717 278005765 276504717 278005765 276504717 1501048 278005765 278005765 Publicly traded securities 50732541 44004875 6727666 6727666 Passthrough K-1 capital gain 5455569 5455569 5455569 Security settlement proceeds 6529 6529 6529 AKO European Long-Only Fund Ltd P 2010-01-01 2020-07-31 12000000 9748817 2251183 2251183 14440947 227210 227210 227210 197952 50000 247952 X 217 20525 20525 false false false false false true true false true true TX true false false true false true www.cullenfdn.org Peggy Reid 7136518839 2727 Allen Parkway Suite 1050 Houston TX 770192115 false false false true true false false false false false false false false false false false false false false false false false Isaac Arnold Jr 2727 Allen Parkway Suite 1050 Houston TX 770192115 Chairman/Dir 2.00 0 Wilhelmina E Robertson 2727 Allen Parkway Suite 1050 Houston TX 770192115 VC/Sec/A.T./Dir 10.00 0 Meredith T Cullen 2727 Allen Parkway Suite 1050 Houston TX 770192115 A. Sec/A.T./Dir 2.00 0 Bert L Campbell 2727 Allen Parkway Suite 1050 Houston TX 770192115 Director 2.00 0 Carla Knobloch 2727 Allen Parkway Suite 1050 Houston TX 770192115 Director 2.00 0 Scott W Wise 2727 Allen Parkway Suite 1050 Houston TX 770192115 President/Treas 40.00 445575 58203 Laura Chapman 2727 Allen Parkway Suite 1050 Houston TX 770192115 Vice President 40.00 235777 29319 Peggy Reid 2727 Allen Parkway Suite 1050 Houston TX 770192115 Controller 40.00 190000 42795 Gina McEvily 2727 Allen Parkway Suite 1050 Houston TX 770192115 Grant admin 35.00 75963 17223 The Silchester Intl Investors Intl Val Eqty 780 Third Avenue 42nd Floor New York NY 10017 Investment management 240208 Northern Trust Company 50 South LaSalle Chicago IL 60603 Custody/investment mgmt 157752 Fayez Sarofim & Co 909 Fannin Ste 2907 Houston TX 77010 Investment management 66713 Albourne America LLC 655 Montgomery St Ste 1910 San Francisco CA 94111 Investment advisory 170000 62722665 6033793 293236470 361992928 0 361992928 5429894 356563034 17828152 17828152 227210 188072 415282 17412870 17412870 17412870 15037173 8320 15045493 15045493 17412870 3374572 15045493 3374572 0 11670921 5741949 Gina McEvily 2727 Allen Parkway Suite 1050 Houston TX 770192115 7136518837 gina@cullenfdn.org See www.cullenfdn.org for online application and information. None Restricted to Texas-based charitable organizations for programs in Texas, primarily in the Houston area. See attachment State and zip code provided for efiling TX 77002 N/A See attachment 14145000 14145000 Texas Children's Hospital 1919 S Braeswood Blvd Ste 5214 Houston TX 77030 N/A PC The Cullen Foundation Distinguished Endowed Chair at the Jan and Dan Duncan Neurological Research Institute 1200000 1200000 14 33684 14 1085055 525990 1106803 18 14440947 Oil & gas royalties 15 127775 Passthrough K-1 Income 525990 -99435 14 2933796 1007368 18621257 19628625 false false false false false false false false false false Audit fees 20035 10017 0 10018 Tax compliance 7750 1875 0 3875 Equipment 2009-01-01 27336 17630 SL 5.0000 3941 1190 Leasehold improvements 2017-04-01 100442 16740 SL 15.0000 6696 1942 Furniture 2017-01-01 64765 23131 SL 7.0000 9252 2780 1,014,904 Pimco Short-Term Fund Instl 9980457 9970048 5,060 Abbott Laboratories 247268 554019 2,670 AbbVie Inc 62814 286091 570 Adobe Inc 202390 285068 1,000 Air Products & Chemicals Inc 156680 273220 700 Alphabet Inc Cl C 577958 1226316 5,570 Altria Group Inc 58083 228370 530 Amazon.com Inc 983888 1726173 18,320 Apple Inc 130746 2430881 1,400 ASML Holding NV 142010 682808 850 Automatic Data Processing Inc 31906 149770 1,050 BlackRock Inc 327033 757617 1,700 Broadridge Financial Solutions Inc 209825 260440 1,100 Canadian Pacific Railway Ltd 139149 381359 3,560 Chevron Corporation 193571 300642 216,000 China Hongxing Sports Ltd 1 1 2,850 Chubb Limited 295320 438672 11,780 Comcast Corp Cl A 377968 617272 3,000 IHS Markit Ltd 238813 269490 3,750 Intercontinental Exchange Inc 213247 432338 800 Intuit Inc 221509 303880 925 Intuitive Surgical Inc 277924 756743 4,558 JPMorgan Chase & Co 185869 579185 850 Masimo Corporation 186992 228123 850 Mastercard Inc Cl A 189124 303399 1,820 McDonald's Corp 105810 390536 5,650 Meta Platforms Inc 786370 1543354 9,250 Microsoft Corporation 549512 2057385 3,930 Nestle ADR 161002 462954 3,900 Nike Inc Cl B 217806 551733 6,350 Novo Nordisk A/S Adr 86075 443548 75,354 NTGI-QM Com Daily Rus 1000 Idx Fd 15118939 22780201 1,400 Otis Worldwide Corp 99278 94570 3,550 PepsiCo Inc 301787 526465 5,880 Philip Morris International Inc 233946 486805 5,100 Progressive Corp 384996 504288 4,100 Raytheon Technologies Corp 283699 293191 9,660 Roche Holdings AG 197961 423494 1,800 S&P Global Inc 423809 591714 450 Sherwin-Williams Co 205006 330710 4,640 Texas Instruments Inc 121199 761563 9,320 The Coca-Cola Co 232497 511109 2,700 The Estee Lauder Companies Inc 229689 718713 2,850 Union Pacific Corporation 302940 593427 2,850 UnitedHealth Group Inc 679725 999438 1,600 Verisk Analytics Inc 158276 332144 3,700 Visa Inc Cl A 290610 809299 Accrued Income AT COST 40902 AKO European Long-Only Fund Ltd AT COST 10251183 13831115 AKO Global Fund Limited AT COST 12000000 12859713 Atalan Offshore Fund Ltd AT COST 12000000 12266172 Blackgold Private Energy Partners LP AT COST 4430040 4237047 Cedar Rock Capital Partners LLC AT COST 21769841 25026842 Cevian Capital II Ltd AT COST 12000000 13119859 Coatue Offshore Fund Ltd AT COST 18000000 29367654 CREA Partners II LP AT COST 8553281 7535138 CREA Partners III LP AT COST 389553 320263 Diameter Offshore Fund LP AT COST 17000000 20243241 Eminence Fund Ltd AT COST 20000000 35992222 Encap Flatrock Midstream Fund II-C LP AT COST 1698261 777096 GSR 2017 Opportunities Fund LP AT COST 483130 541903 GSR Ventures VI LP AT COST 649339 739548 GSR Ventures VII LP AT COST 436096 478992 GSR Zebra SPV LP AT COST 243828 268209 Highland Cap Invs Corp Hldg (Red River) AT COST 489273 1 IR&M Core Plus Bond Fund LLC AT COST 21083450 22057827 Meadow Real Estate V LP AT COST 4295757 5082277 Merit Energy Partners K LP AT COST 1964010 1827343 Oaktree Mezzanine Fund III LP AT COST 1402 6017 OCM Opportunities Fund VII-B LP AT COST 65218 14299 Royalty Interests AT COST 212753 SCF-IX LP AT COST 1194294 1279188 Silchester Intl Inv Intl Value Equity Tr AT COST 27394291 27686146 Silver Point Dist Opp Instl Pts (Off) LP AT COST 4751937 6068793 Stonelake Opportunity Partners II LP AT COST 3422276 8776819 Stonelake Opportunity Partners III LP AT COST 551913 3304689 Stonelake Opportunity Partners IV LP AT COST 4371872 6471213 Stonelake Opportunity Partners V LP AT COST 2994338 3318863 Stonelake Opportunity Partners VI LP AT COST 72429 78691 Tremblant Long Fund Ltd AT COST 15000000 27599155 ValueAct Capital Intl II LP AT COST 12000000 15254271 Furniture and Fixtures 64765 32383 32382 32382 Machinery and Equipment 27336 21571 5765 5765 Improvements 100442 23436 77006 77006 Miscellaneous 11718 11718 11718 Bank charges 2846 911 1935 Bank custodial fees 148543 148543 Dues and subscriptions 7309 1288 6021 Insurance 27150 8688 18462 Oil & gas other deductions 27367 27367 Other administrative expenses 9747 3119 6628 Other investment fees 440 440 Repairs/maintenance 403 129 274 Supplies 6847 2191 4656 Technology 15479 4953 10526 Oil & gas royalties 127775 127775 Passthrough K-1 Income 2834361 2947494 Appraisal and env study fees 2360 0 0 2360 Investment consulting fees 170000 170000 0 0 Investment management fees 1521577 1521577 0 0 Payroll services 8111 2595 0 5516 Ad valorem taxes 3442 3442 Excise tax 175000 Income tax 601124 O & G production taxes 4896 4896 BlackGold Private Equity Partners 109 N Post Oak Ln Ste 500 Houston TX 77024 811616295 Distribution from investment fund. Entity is not a business enterprise, per IRC 4943(d)(3)(B). 995842 995842