2019-11-07T16:07:21-08:00 2017-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 770275132 990PF 2017-01-01 760647361 The Cullen Foundation CULL 7136518839 2727 Allen Parkway Suite 1050 Houston TX 77019 Scott W Wise President/Treasurer 2019-11-07 true Jody Blazek P00072674 7134395739 2017 2020-03-31 21:24:44Z X X 320399712 X X 71318 71318 3436896 3436896 36149635 151774667 35839920 3120411 3171607 42778260 42519741 381169 114351 266818 508815 149312 359503 167438 48725 118713 5909 5909 18655 9328 9327 1289792 1283718 6074 867003 17003 11734 3374 37709 8955 28644 242427 173542 68885 3530651 1808308 863873 14520000 14520000 18050651 1808308 15383873 24727609 40711433 90021 206483 206483 4462427 16278282 16278282 5684 5684 5684 196508564 110618224 152050972 457165 33165275 131698466 151224831 192542 16247 23854 176295 176295 234255825 258983434 320399712 0 X 5367756 5367756 228888069 253615678 234255825 258983434 234255825 258983434 234255825 24727609 258983434 258983434 Publicly traded securities 149916012 115914500 34001512 34001512 Passthrough K-1 capital gain 1858655 1858655 1858655 Disposal Leasehold Improv-40th FL Office P 2001-11-01 2017-03-31 20247 -20247 -20247 35839920 false 12860161 266644403 0.04823 13107461 274395585 0.04777 12699181 277211792 0.04581 12110594 250518242 0.04834 11413608 227280138 0.05022 0.240368 0.048074 301278304 14483653 407114 14890767 15513761 X 407114 407114 407114 447972 397760 X 9354 false false false false true 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 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 VP/A.T/A.S./Dir 2.00 0 Bert L Campbell 2727 Allen Parkway Suite 1050 Houston TX 770192115 Director 2.00 0 William H Drushel Jr 2727 Allen Parkway Suite 1050 Houston TX 770192115 Dir to Apr 17 2.00 0 Carla Knobloch 2727 Allen Parkway Suite 1050 Houston TX 770192115 Dir from Apr 17 2.00 0 Scott W Wise 2727 Allen Parkway Suite 1050 Houston TX 770192115 President/Treas 40.00 381169 48366 Alan M Stewart 2727 Allen Parkway Suite 1050 Houston TX 770192115 Executive Dir 40.00 281250 7886 Peggy Reid 2727 Allen Parkway Suite 1050 Houston TX 770192115 Controller 40.00 158000 37027 Gina McEvily 2727 Allen Parkway Suite 1050 Houston TX 770192115 Grant admin 40.00 78500 26889 Northern Trust Company 50 South LaSalle Chicago IL 60603 Custody/Inv mgmt 149679 Fayez Sarofim & Co 909 Fannin Ste 2907 Houston TX 77010 Investment mgmt 115507 NWQ Investment Management Company 2049 Century Park East 16th Fl Los Angeles CA 90067 Investment mgmt 89780 Goldman Sachs & Co 1000 Louisiana St Ste 550 Houston TX 77002 Investment mgmt 78961 LSV International Small Cap Equity Fund LP 155 North Wacker Drive Ste 4600 Chicago IL 60606 Investment mgmt 128050 1 191347976 12104683 102413639 305866298 0 305866298 4587994 301278304 15063915 15063915 407114 407114 14656801 14656801 14656801 15383873 129888 15513761 407114 15106647 14656801 2797301 15513761 2797301 0 12716460 1940341 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 14520000 14520000 See attachment State and zip code provided for efiling TX 77002 N/A See attachment 4320000 4320000 14 71318 14 3436896 525990 1104851 18 35044784 Commission recapture 1 19589 Oil & gas royalties 15 257784 Passthrough K-1 Income 525990 -10907 14 2853945 1093944 41684316 42778260 false false false false false false false false false false Audit fees 18655 9328 0 9327 Leasehold improvements 2001-11-01 33483 33268 SL 39.5000 215 62 Equipment 2009-01-01 27336 9361 SL 5.0000 3545 951 Leasehold improvements 2017-04-01 100442 SL 15.0000 3348 971 Furniture 2017-01-01 64765 SL 7.0000 4626 1390 5250 shs Anheuser Busch Inbev Sa 575030 585690 2450 shs Canadian Pac Ry Ltd Com 309923 447762 5052 shs Restaurant Brands Intl Inc Com 273236 310597 16300 shs Novo-Nordisk A S 220948 874821 6270 shs Total Sa 393389 346606 4119 shs Icon Plc Com 273440 461946 5859 shs Sodastream International Ltd 170204 412122 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352764 1862 shs Fleetcor Technologies Inc Com 289333 358305 2980 shs Global Pmts Inc Com 242881 298715 4033 shs Healthcare Svcs Group Inc Com 140346 212620 2155 shs Heico Corp New Com 93634 203324 2624 shs Hill-Rom Hldgs Inc Com Stk 155513 221177 3540 shs Insperity Inc Com 90775 203019 8650 shs Intercontinental Exchange Inc C 408115 610344 1975 shs Intuitive Surgical Inc Com New 397419 720757 1528 shs John Bean Technologies Corp Com 130944 169302 13108 shs JPMorgan Chase & Co Com 381571 1401770 6294 shs Kar Auction Svcs Inc Com Stk 299931 317910 1754 shs KS Cy Southn 187266 184556 2022 shs Lab Corp Amer Hldgs Com New 285065 322529 9596 shs LKQ Corp Com Lkq Corp 256695 390269 9653 shs M / I Homes Inc 256215 332063 4120 shs Mc Donalds Corp Com 238250 709134 25050 shs Microsoft Corp Com 1362476 2142777 11022 shs Newfield Exploration 291471 347524 8750 shs Nike Inc Cl B 489915 547313 2540 shs Norwegian Cruise Line Hldgs Ltd 142268 135255 3556 shs Nutri Sys Inc New Com 193765 187046 1550 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Opportunities Fund III LP AT COST 273055 29589 Peruvian and E Euro Monetization Cl B AT COST 21221 19019 Stelliam Offshore Long Fund Ltd AT COST 20000000 21692986 Stelliam Opportunity Fund LP AT COST 762514 763808 Stonelake Opportunity Partners II LP AT COST 1 5302378 Stonelake Opportunity Partners III LP AT COST 7515530 13339223 Stonelake Opportunity Partners IV LP AT COST 2560431 3343726 Tremblant Long Fund Ltd AT COST 15000000 15342027 Accrued income AT COST 104765 Furniture and Fixtures 64764 4626 60138 60138 Machinery and Equipment 27336 8273 19063 19063 Improvements 100442 3348 97094 97094 General governance and counsel 5909 0 0 5909 Bank charges 2800 840 1960 Bank custodial fees 125941 125941 Dues and subscriptions 11248 799 10450 Insurance 24570 7371 17199 Oil & gas other deductions 21417 21417 Other administrative expenses 14495 4348 10146 Other investment fees 341 341 Repairs/maintenance 6242 1873 4369 Supplies 24950 7485 17465 Technology 10423 3127 7296 Commission recapture 19589 19589 Oil & gas royalties 257784 257784 Passthrough K-1 Income 2843038 2894234 Investment consulting fees 65430 65430 0 0 Investment management fees 1215684 1215684 0 0 Other professional fees 1915 575 0 1340 Payroll services 6763 2029 0 4734 Ad valorem taxes 9126 9126 Excise tax 400000 Income tax 450000 O & G production taxes 7877 7877 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). 365974 365974 BlackGold Private Equity Partners 109 N Post Oak Ln Ste 500 Houston TX 77024 811616295 Contributions to investment fund. Entity is not a business enterprise, per IRC 4943(d)(3)(B). 3295138 3295138