2025-11-13T13:32:55-06:00 2024-12-31 420714325 RSM US LLP 1330 POST OAK BLVD STE 2400 HOUSTON TX 77056 990PF 2024-01-01 756047221 ALVIN & LUCY OWSLEY FOUNDATION ALVI 7132089884 3402 WICKERSHAM LN HOUSTON TX 770274134 ALVIN OWSLEY JR TRUSTEE 7132089884 2025-11-12 1 1 THUY BUI P00958113 7136253500 2025-11-11 2024 2025-03-06 01:10:19Z X 12164148 X X 199259 199259 682138 4434542 682138 1837 1837 883234 883234 0 0 0 15225 7613 7612 106102 106102 0 13021 5521 0 60 60 0 134408 119296 7612 580900 580900 715308 119296 588512 167926 763938 135738 291230 291230 6379730 6333029 11872918 6515468 6624259 12164148 0 0 X 6515468 6624259 0 0 0 0 6515468 6624259 6515468 6624259 6515468 167926 0 6683394 59135 6624259 AVAILABLE UPON REQUEST 2164561 2265455 -100894 -100894 AVAILABLE UPON REQUEST 2269878 1486949 782929 782929 CAPITAL GAINS DIVIDENDS P 103 103 103 682138 10619 0 10619 0 10619 5058 0 16500 0 21558 0 10939 10939 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A STEVEN A OWSLEY TRUSTEE 7132089884 3402 WICKERSHAM HOUSTON TX 77027 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SOPHIA GARRETT 9146 LANIGAN STREET CHARLOTTE NC 28277 TRUSTEE 0.10 0 0 0 DAVID T OWSLEY 116 E 68TH ST 10C NEW YORK NY 70065 TRUSTEE 0.10 0 0 0 STEVEN A OWSLEY 3402 WICKERSHAM HOUSTON TX 77027 TRUSTEE 1.00 0 0 0 NONE 0 MORGAN STANLEY 1 NEW YORK PLAZA 40TH FLOOR NEW YORK NY 10004 INVESTMENT 106102 0 0 0 11866365 234886 0 12101251 0 0 12101251 181519 11919732 595987 595987 10619 10619 585368 0 585368 0 585368 588512 0 588512 585368 0 0 58176 45798 90134 194108 588512 0 0 0 585368 3144 0 0 197252 0 0 0 0 0 0 58176 139076 45798 90134 3144 STEVEN A OWSLEY 3402 WICKERSHAM HOUSTON TX 77027 7132089884 LETTER - NO MORE THAN TWO PAGES AND NO ENCLOSURES NONE TEXAS ONLY ALZHEIMER'S ASSOCIATION 6055 S LOOP E HOUSTON TX 77087 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 250 ASIA SOCIETY TEXAS 1370 SOUTHMORE BLVD HOUSTON TX 77004 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 2500 BUFFALO BAYOU PARTNERSHIP 1019 COMMERCE ST 200 HOUSTON TX 77002 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 10000 CAMP ALLEN 18800 FM 362 NAVASOTA TX 77868 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 5000 CENTER FOR HOUSTON'S FUTURE 701 AVENIDA DE LAS AMERICAS 900 HOUSTON TX 77010 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 250 CHRIST CHURCH CATHEDRAL 1117 TEXAS ST HOUSTON TX 77002 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 21650 COMMUNITIES IN SCHOOLS OF HOUSTON 1111 N LOOP W FWY SUITE 300 HOUSTON TX 77008 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1500 CONTEMPORARY ARTS MUSEUM HOUSTON 5020 MONTROSE BLVD SUITE 210 HOUSTON TX 77006 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 75000 CRIME STOPPERS OF HOUSTON 3001 MAIN ST HOUSTON TX 77002 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 5000 EDDIE BURKE SR MEMORIAL INVITATIONAL 5858 WESTHEIMER 712 HOUSTON TX 77057 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1500 EHOP 19 WALCOTT ST HOPKINTON MA 01748 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 250 EVERY MOTHER COUNTS 333 HUDSON ST 1006 NEW YORK NY 10013 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 250 FRIENDS OF RIVER OAKS THEATRE 301 WELCH HOUSTON TX 77006 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 11000 GALVESTON BAY FOUNDATION 1725 HIGHWAY 146 KEMAH TX 77565 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 5000 GARDEN CLUB OF HOUSTON 4212 SAN FELIPE ST PMB 486 HOUSTON TX 770272902 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 5000 GEORGETOWN UNIVERSITY BOX 571253 WASHINGTON DC 20057 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 40000 HERMANN PARK CONSERVANCY 1700 HERMANN DR HOUSTON TX 77004 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 10000 HOLLY HALL RETIREMENT COMMUNITY 2000 HOLLY HALL ST HOUSTON TX 77054 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 500 HOUSTON AREA PARKINSON'S SOCIETY 2700 SW FWY SUITE 300 HOUSTON TX 77098 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 3000 HOUSTON BALLET 601 PRESTON ST HOUSTON TX 77002 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 99890 HOUSTON CINEMA ARTS SOCIETY 4409 MONTROSE BLVD SUITE 150 HOUSTON TX 77006 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 26000 HOUSTON HOSPICE 1905 HOLCOMBE BLVD HOUSTON TX 77030 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 3000 HOUSTON METHODIST HOSPITAL FOUNDATION 1707 SUNSET BLVD HOUSTON TX 77005 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 10000 HOUSTON MUSEUM OF NATURAL SCIENCE 5555 HERMANN PARK DR HOUSTON TX 77030 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1000 KIWANIS FOUNDATION OF HOUSTON 311 CAPLIN ST HOUSTON TX 77022 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1000 LIFE HOUSTON 2002 SOUTH WAYSIDE DRIVE HOUSTON TX 77023 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1500 LELAND TOWNSHIP PUBLIC LIBRARY 203 E CEDAR ST PO BOX 736 LELAND MI 49654 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 12500 LONE STAR FLIGHT MUSEUM 11551 AEROSPACE AVE HOUSTON TX 77034 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 5000 MD ANDERSON PO BOX 4464 HOUSTON TX 77210 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 10150 MUSEUM OF FINE ARTS HOUSTON PO BOX 6826 HOUSTON TX 772656826 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 3333 ORANGE SHOW CTR FOR VISIONARY ARTS PO BOX 230309 HOUSTON TX 77223 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 9000 PEPPERDINE UNIVERSITY 24255 PACIFIC COAST HWY MALIBU CA 90263 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 17500 RIENZI GARDEN ENDOWMENT PO BOX 6826 HOUSTON TX 772656826 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 7500 RIVER OAKS CHAMBER ORCHESTRA 3104 EDLOE ST 350 HOUSTON TX 77027 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 5000 ROWDY 4141 SOUTHWEST FWY SUITE 255 HOUSTON TX 77027 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 5000 SPCA 7007 OLD KATY RD HOUSTON TX 77024 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 1000 ST ANNE'S CATHOLIC CHURCH 2140 WESTHEIMER RD HOUSTON TX 77098 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 250 ST JOHN'S SCHOOL 2401 CLAREMONT LANE HOUSTON TX 77019 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 60500 STAGES 800 ROSINE ST HOUSTON TX 77019 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 87627 SUFFIELD ACADEMY 185 NORTH MAIN ST SUFFIELD CT 06078 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 500 TEXAS CULTURAL TRUST 901 S MOPAC EXPWY BARTON OAKS PLAZA II 410 AUSTIN TX 78746 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 9000 THE BEACON 1117 TEXAS ST HOUSTON TX 77002 501(C)(3) CONTRIBUTION TO THE GENERAL OPERATING FUND TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. 2500 THE JOHN FAIREY GARDEN CONSERVATION FDN 20599 FM 359 ROAD HEMPSTEAD TX 77445 501(C)(3) CONTRIBUTION TO THE 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