2025-11-17T18:34:48-06:00 2024-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2024-01-01 741488953 ESB3 Foundation SCUR 7132361500 3713 Ella Lane Houston TX 77027 Jack Blanton Jr VP/Asst. Sec. 7132361500 2025-11-17 1 0 Kurt Coburn P01638285 7134395739 2025-11-17 2024 2025-03-06 01:10:19Z X X 13568008 X X 106621 106621 206204 206204 465851 992973 466001 486908 430163 1265584 1208989 95000 33250 61750 53070 25352 26535 14761 5048 9595 7489 0 7489 6600 2300 3300 19339 16562 2048 34413 11533 0 110980 33401 90795 13167 3963 9019 102892 76278 20690 457711 207687 231221 2305833 2305833 2763544 207687 2537054 -1497960 1001302 5174902 1996293 1996293 57103 128 57103 57103 37 37 952661 610984 610984 829857 1682052 1682052 1217440 1199279 18161 18161 890589 6995629 8330950 8330950 12717 12717 13971338 12695580 13568008 42025 31564 42025 31564 X 12486182 32720172 0 0 1443131 -20056156 13929313 12664016 13971338 12695580 13929313 -1497960 232663 12664016 0 12664016 Publicly traded securities 883664 526972 356692 356692 Passthrough K-1 capital gain P 92232 92232 92232 Distributions in excess of basis P 17077 17077 17077 466001 13918 0 13918 0 13918 15000 0 12000 0 27000 X 0 13082 13082 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 0 1 1 N/A Eddy Blanton 7132361500 3713 Ella Lane Houston TX 77027 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Eddy Blanton 3713 Ella Lane Houston TX 77027 Pres/Asst. Sec. 5.00 75000 0 0 Jack Blanton Jr 3713 Ella Lane Houston TX 77027 VP/Asst. Sec. 2.00 0 0 0 Elizabeth Blanton Wareing 3713 Ella Lane Houston TX 77027 VP/Sec 2.00 0 0 0 Elizabeth Blanton 3713 Ella Lane Houston TX 77027 Exec Dir 2.00 20000 0 0 Julie Wareing Aldrich 3713 Ella Lane Houston TX 77027 Director 1.00 0 0 0 Mary Catherine Blanton Jones 3713 Ella Lane Houston TX 77027 Director 1.00 0 0 0 Allison Stasney 3713 Ella Lane Houston TX 77027 Director 1.00 0 0 0 NONE 0 Wareing Management LLC 5300 Memorial Dr Ste 1100 Houston TX 77007 Foundation management services 53070 0 0 5265094 374245 8367914 14007253 0 0 14007253 210109 13797144 689857 689857 13918 8962 22880 666977 12500 679477 0 679477 2537054 0 2537054 679477 0 0 825531 21570211 22395742 2537054 0 0 0 679477 1857577 0 0 24253319 0 0 0 0 0 0 0 24253319 825531 21570211 1857577 X Camp for All Foundation 10500 NW Freeway Ste 145 Houston TX 77092 N/A PC Blazing New Trails campaign 83333 Children's Museum of Houston 1500 Binz Houston TX 77004 N/A PC General support 50000 Houston Methodist 1701 Sunset Blvd Houston TX 77005 N/A PC General support 50000 JP Morgan Charitable Giving Fund 165 Township Line Rd Ste 1200 Jenkintown PA 19046 N/A PC General support 1350000 Main Street Ministries 5100 Travis St Houston TX 77002 N/A PC Spirit of Ministry support 20000 Texas Cultural Trust Council 901 Mopac Expressway Ste 410 Austin TX 78745 N/A PC General support 12500 Texas One Fund 4407 Bee Caves Rd Ste 212 Austin TX 78746 N/A PC General support 50000 The Brookwood Community Inc 1752 FM 1489 Brookshire TX 77423 N/A PC General support 166667 The Salvation Army 1500 Austin St Houston TX 77002 N/A PC General support 5000 The University of Texas MD Anderson Cancer Center 1020 Holcombe Blvd Houston TX 77030 N/A GOV General support 150000 University of Texas Foundation 1 University Station D1303 Austin TX 78712 N/A PC General support 5000 University of Texas Foundation 1 University Station D1303 Austin TX 78712 N/A PC Blanton Museum support 363333 2305833 0 14 106621 14 206204 525990 -150 18 466001 Passthrough K-1 ordinary income 525990 56568 14 68581 Deemed foreign dividends 14 225603 Oil and gas royalties 15 136156 56418 1209166 0 1265584 0 0 0 0 0 0 0 0 0 0 Tax compliance 6600 2300 3300 Passthrough K-1 UBTI capital gain Purchased 150 Cost 0 -150 Form 990-PF, Part VI-B, Line 5d - Expenditure Responsibility Recipient's Name: Harmon Family FoundationAddress:1806 B Nantucket DrHouston, TX 77057Dates and amounts of grants: 11/22/2022 $2,50011/02/2023 $5,000Amount expended:Verification date:N/APurpose of grant: Annual support for the Greenwood Cup program activity.Dates of reports by grantee: Diversions by grantee: N/AResults of verification:The Grantor has no reason to doubt the accuracy or reliability of the reports from the Grantee; therefore, no independent verification of the reports was made. Form 990-PF, Part VI-B, Line 5d - Expenditure Responsibility Recipient's Name: Tau Trustees Educational Foundation IncAddress:1425 Preston AveAustin, TX 78703Dates and amounts of grants: 11/17/2022 $10,000Amount expended:$10,000Verification date:N/APurpose of grant: General supportDates of reports by grantee: 11/17/2025Diversions by grantee: N/AResults of verification:The Grantor has no reason to doubt the accuracy or reliability of the reports from the Grantee; therefore, no independent verification of the reports was made. Citigroup Inc. 03/7/2023 412097 412097 Bk of America 3/15/2018 250608 250608 Goldman Sachs Group Inc 4/26/2021 386226 386226 JPMorgan Chase & Co 5/12/2021 72756 72756 Cap One Financial 6/10/2021 142670 142670 JPMorgan Chase & Co 3/12/2024 417695 417695 320 SPDR S&P 500 ETF Trust 187546 187546 12,500 JP Morgan Chase & Co Pfd 236125 236125 10,275 Wells Fargo & Co Pfd 187313 187313 Fee Lands 18161 0 18161 Mineral interests Oil & Gas Interests 1199279 1199279 0 The Artemis Female Fund II, L.P. FMV 191033 191033 MidOcean VI Private Investors FMV 419248 419248 SLA II Private Investors Offshore FMV 370084 370084 KKR 2006 Fund Private Investors FMV 117 117 KKR European Fund II FMV 2138 2138 Offshore HPS Mezzanine Ptrs III FMV 237370 237370 Highbridge Mezzanine Ptrs LP FMV 816 816 CCMP III Private Inv Offshore FMV 6380 6380 Carlyle Asia Partners II FMV 1674 1674 CAP IV Private Investors Offshore FMV 54429 54429 AP VIII Private Investors Offshore (USD), L.P. FMV 78816 78816 AP IX Private Investors Offshore, L.P. FMV 367013 367013 AESSF III Private Investors Offshore, L.P. FMV 330767 330767 ASP 2021 Global Fund Private Investors Offshore SICAV-RAIF S.C.Sp. FMV 313188 313188 Commonfund Coinvestment Opp 2015 FMV 279085 279085 Commonfund Capital Secondary Partners FMV 67364 67364 Commonfund Capital Global PE FMV 884989 884989 Commonfund Secondary Partners II FMV 440482 440482 RRI Holdings III LLC FMV 278064 278064 RRG SSP Loan Company LLC FMV 38692 38692 RRG SSP Holdings II LLC FMV 38692 38692 RRG SSP Holdings, LLC FMV 250000 250000 QID TelMax LLC FMV 200000 200000 Platform Partners Capital LLC FMV 596487 596487 DFJ Mercury Venture Partners FMV 31861 31861 DFJ Mercury Venture Partners II FMV 194916 194916 Next Gen Real Estate Offshore FMV 254220 254220 Starwood SOF X Private Investor FMV 90261 90261 Blackstone Real Estate VII FMV 110373 110373 Brookfield Strategic RE Partners FMV 314562 314562 JPM U.S. Real Estate Income FMV 372036 372036 McAlister Opp Fund 2012 LP FMV 89628 89628 Lasco Endeavors LLC FMV 1426165 1426165 General governance and counsel 7489 0 7489 Insurance 8386 2524 5744 Investment fees 1915 1915 0 K-1 expenses 70772 65272 0 Office expenses 21819 6567 14946 Passthrough K-1 ordinary income 125149 68404 125149 Deemed foreign dividends 225603 225603 225603 Oil and gas royalties 136156 136156 136156 Unrealized depreciation in value of investments 220163 Returned grants 12500 Investment management fees 16349 15620 0 Landscaping 2990 942 2048 Excise tax (990-PF) 13918 0 0 State income tax 690 690 0 Income tax (990-T) 8962 0 0 Property tax 6174 6174 0 Severance tax 4669 4669 0