2025-10-08T14:07:44-05:00 2025-04-30 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2024-05-01 746053822 The DeBakey Medical Foundation DEBA 7137903155 One Baylor Plaza MS BCM 390 Houston TX 77030 Dr Herbert D Short III Pres/Trustee 7137903155 2025-10-08 1 0 Kurt Coburn P01638285 7134395739 2025-10-08 2024 2025-03-06 01:10:19Z X 86813577 X X 48078 48078 1918053 1918053 0 1966131 1966131 140000 28000 100727 7650 1530 0 17123 8562 8561 317551 317551 0 70695 70695 0 1100 0 1100 98527 3764 94763 652646 430102 205151 3939736 3939736 4592382 430102 4144887 -2626251 1536029 428613 136002 136002 807341 495179 495179 500 500 500 225040 225040 199918 11574218 11523573 84786509 1113745 1113745 1095435 139914 139914 139914 100034 14289371 13633953 86813577 23332 45073 23332 45073 X 14266039 13588880 14266039 13588880 14289371 13633953 14266039 -2626251 1949092 13588880 0 13588880 21351 0 21351 0 21351 22500 0 11000 0 33500 X 844 11305 11305 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 None Karen Redding 2817864357 4635 Southwest Fwy Suite 505 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 Dr Herbert D Short III One Baylor Plaza MS BCM 390 Houston TX 77030 Pres/Trustee 10.00 100000 0 0 Dr George P Noon One Baylor Plaza MS BCM 390 Houston TX 77030 Treas/Trustee 1.00 10000 0 0 Dr Charles H McCollum One Baylor Plaza MS BCM 390 Houston TX 77030 Sec/Trustee 1.00 10000 0 0 William H Caudill One Baylor Plaza MS BCM 390 Houston TX 77030 Trustee 1.00 10000 0 0 David R Lummis One Baylor Plaza MS BCM 390 Houston TX 77030 Trustee 1.00 10000 0 0 NONE 0 Fayez Sarofim & Co 909 Fannin St 2907 Houston TX 77010 Investment management 313715 0 0 90549836 1542716 100034 92192586 0 0 92192586 1382889 90809697 4540485 4540485 21351 21351 4519134 0 4519134 0 4519134 4144887 0 4144887 4519134 3957969 0 0 4144887 3957969 0 0 186918 0 0 0 0 0 0 0 0 4332216 0 0 0 X Baylor College of Medicine PO Box 4976 MSC 800 Houston TX 77210 N/A PC Micheal E. DeBakey Library and Museum and new medical school building 1999736 Baylor College of Medicine PO Box 4976 MSC 800 Houston TX 77210 N/A PC George P. Noon, M.D. Endowed Chair in Surgery 500000 Baylor College of Medicine PO Box 4976 MSC 800 Houston TX 77210 N/A PC Surgery Endowment 300000 Baylor College of Medicine PO Box 4976 MSC 800 Houston TX 77210 N/A PC Construction of the Cullen Tower 300000 Baylor College of Medicine PO Box 4976 MSC 800 Houston TX 77210 N/A PC Michael E. DeBakey Excellence in Research Awards 100000 Baylor College of Medicine PO Box 4976 MSC 800 Houston TX 77210 N/A PC DeBakey Summer Student Program 40000 Baylor University One Bear Place 97042 Waco TX 76798 N/A PC Medical Humanities Program in the College of Arts and Sciences 350000 The John P McGovern Museum of Health and Medical Science 1515 Hermann Drive Houston TX 77004 N/A PC Supporting the Michael E. DeBakey Cell Lab 200000 Houston Methodist Hospital Foundation 1707 Sunset Blvd Houston TX 77005 N/A PC Houston Methodist Endowment 150000 3939736 0 14 48078 14 1918053 0 1966131 0 1966131 0 0 0 0 0 0 0 0 0 0 Accounting 7500 3750 3750 Tax compliance 9623 4812 4811 200,000 Amazon.com Inc 3.450% 4/13/29 194560 196518 200,000 AmEx Co Ser B 3.300% 05/03/27 192103 196606 175,000 Goldman Sachs 3.850% 01/26/27 171438 173520 100,000 Home Depot Inc 2.700% 04/15/30 107302 92782 175,000 JPMorgan Chase 2.950% 10/01/26 170244 171992 175,000 Morgan Stanley 3.625% 01/20/27 173027 173379 100,000 Visa 2.05% 04/15/30 105071 90638 19,000 Abbott Laboratories 245510 2484250 15,000 AbbVie Inc 15000 2926500 8,617 Advanced Micro Devices Inc 162542 838865 2,500 Air Products and Chemicals Inc 105748 677725 1,200 Alcon AG 51956 117132 35,000 Altria Group Inc 29837 2070250 8,500 American Express Co 151606 2264485 63,000 Apple Inc 286344 11375550 5,000 ASML Holding NV 490637 3340400 7,000 Automatic Data Processing Inc 169931 2104200 3,100 BlackRock Inc 772013 2834206 10,000 Canadian Pacific Kansas City Ltd 240625 724700 18,000 Chevron Corp 471235 2449080 9,000 Chubb Ltd 916085 2574720 57,000 Coca-Cola Co 81733 4135350 34,000 Comcast Corp 826098 1162800 14,000 ConocoPhillips 528732 1247680 15,162 Exxon Mobil Corp 189828 1601562 10,000 Intercontinental Exchange Inc 485701 1679700 14,354 JPMorgan Chase & Co 374013 3511276 3,000 Kellanova 78168 248310 4,300 Linde PLC 227125 1948889 7,600 McDonalds Corp 186933 2429340 1,700 Microsoft Corp 88885 671942 24,000 Nestle SA - ADR 85750 2558160 6,000 Novartis AG 311112 680940 60,000 Novo Nordisk A/S 319555 3987000 3,000 Otis Worldwide Corp 212614 288810 8,400 PepsiCo Inc 83399 1138872 40,000 Philip Morris International Inc 122417 6854400 16,400 Procter & Gamble Co 8021 2666148 20,000 Roche Holdings AG Basel ADR 447215 815400 6,000 RTX Corp 448683 756780 5,000 S&P Global Inc 246904 2500250 1,200 Sandoz Group ADR 62222 52056 19,000 Texas Instruments Inc 749951 3040950 7,400 Union Pacific Corp 742740 1595884 7,000 Visa Inc 487163 2418500 750 WK Kellogg Co 19542 13447 225040 199918 0 0 1.775 Acres - Green River Dr, Houston, TX 77078 113854 0 113854 79659 0.5 Acres - Sunbeam St., Houston, TX 77033 2735 0 2735 6297 0.2 Acres - Main, S. Houston, TX 77587 23325 0 23325 14078 Insurance 7527 3764 3763 Medical Student Poetry Program 1000 0 1000 Office expense - reimburse Baylor 90000 0 90000 Difference between basis and market value of noncash grants 1949092 Investment advisor fees 317551 317551 0 Ad Valorem tax 2026 2026 0 Foreign tax 68669 68669 0