2025-02-10T13:00:56-06:00 2024-06-30 742730109 LANGE POTEET & CO LLP P O BOX 12199 SAN ANTONIO TX 78212 990PF 2023-07-01 742985834 MAX AND MINNIE TOMERLIN VOELCKER FUND MAXA 2102244491 112 E PECAN 1240 SAN ANTONIO TX 78205 BANKS M SMITH TRUSTEE 2102244491 2025-02-10 1 0 JOHN M GHRIST JR P00659861 2107356181 2025-02-10 2023 2025-03-06 01:10:19Z X 75346756 X X 422723 422723 661163 661163 522068 6820102 522068 1937445 1936323 3543399 3542277 325000 325000 0 24770 12385 12385 6500 1500 5000 488837 407885 80952 303673 271908 0 72573 72573 49938 49917 0 1271291 1141168 98337 3429029 3429029 4700320 1141168 3527366 -1156921 2401109 3907 4142 4142 1176722 1773603 1773603 12128 8975703 12034040 12317727 25600502 21809830 36629946 21640258 20630684 24621338 57409220 56252299 75346756 0 0 X 0 0 0 0 57409220 56252299 57409220 56252299 57409220 56252299 57409220 -1156921 0 56252299 0 56252299 PUBLICLY TRADED SECURITIES 6731911 6295748 436163 436163 .5646 SHS FIR TREE REAL ESTATE FUND III P 2023-12-31 9482 2286 7196 7196 CAPITAL GAINS DIVIDENDS P 78709 78709 78709 522068 33375 0 33375 0 33375 80000 0 0 0 80000 0 46625 46625 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 0 0 1 VOELCKERFUND.ORG BANKS M SMITH 2102244491 112 E PECAN SUITE 1240 SAN ANTONIO TX 78205 1 CJ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BANKS M SMITH 112 E PECAN SUITE 1240 SAN ANTONIO TX 78205 TRUSTEE 10.00 125000 0 0 DAVID P BERNDT 10101 REUNION PLACE SUITE 160 SAN ANTONIO TX 78216 TRUSTEE 3.00 100000 0 0 FORRESTER M SMITH III 126 PARK HILL DRIVE SAN ANTONIO TX 78212 TRUSTEE 3.00 100000 0 0 NONE 0 LCG ASSOCIATES INC 12700 PARK CENTRAL STE 1912 DALLAS TX 75251 INVESTMENT SERVICES 100000 QE PHILANTHROPIC ADVISORS LLC 7313 BROOKSTONE COURT POTOMAC MD 20854 CONSULTING ON GRANTS 60952 LUTHER KING CAPITAL MANAGEMENT 5121 BROADWAY ST SAN ANTONIO TX 78209 INVESTMENT SERVICES 54729 COLUMBIA MANAGEMENT INVESTMENT ADVISERS LLC 290 CONGRESS STREET BOSTON MA 02210 INVESTMENT SERVICES 51837 0 PROGRAM MANAGEMENT OF THE YOUNG INVESTIGATOR AWARDS AND SCHOLAR AWARDS 60952 0 0 34770539 1889029 37972813 74632381 0 0 74632381 1119486 73512895 3675645 3675645 33375 33375 3642270 0 3642270 0 3642270 3527366 0 3527366 3642270 3282275 0 0 3527366 3282275 0 0 245091 0 0 0 0 0 0 0 0 3397179 0 0 0 EMILY LILJENWALL THE MAX AND MINNIE 153 TREELINE PARK SUITE 200 SAN ANTONIO TX 78209 2108868496 EMILYLILJENWALL@GMAIL.COM SEE WWW.VOELCKERFUND.ORG/GRANT/ FOR COMPLETE INFORMATION ON APPLICATION FORMS. PRE-PROPOSALS DUE IN DECEMBER OF EACH YEAR FOR GRANTS TO BE AWARDED IN JUNE OF THE NEXT YEAR. THIS PROGRAM IS OPEN TO INVESTIGATORS AT THE ASSISTANT PROFESSOR LEVEL OR EQUIVALENT POSITION AT UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER, UNIVERSITY OF TEXAS AT SAN ANTONIO, THE TEXAS BIOMEDICAL RESEARCH INSTITUTE, SAN ANTONIO CHILDREN'S HOSPITAL, TRINITY UNIVERSITY, ST. MARY'S UNIVERSITY, AND THE RETINA FOUNDATION OF THE SOUTHWEST. SEE WWW.VOELCKERFUND.ORG/GRANT/ FOR MORE INFORMATION. BANKS SMITH THE MAX AND MINNIE TOME 112 E PECAN SUITE 1240 SAN ANTONIO TX 78205 2102244491 BMSMITH@SCS-LAW.COM THE VOELCKER FUND ACCEPTS LETTERS OF INQUIRY (LOI) ON AN ONGOING BASIS. PLEASE SEE WWW.VOELCKERFUND.ORG/GRANT/ FOR MORE INFORMATION ON REQUIREMENTS. THERE ARE NO SUBMISSION DEADLINES. THE VOELCKER FUND OFFERS RESTRICTED GRANTS TO 501(C)(3) NON-PROFIT ORGANIZATIONS ENGAGED IN MEDICAL RESEARCH IN THE AREAS OF HEART DISEASE, CANCER, ARTHRITIS, MUSCULAR DYSTROPHY AND INHERITED VISION DEGENERATION DISORDERS OF THE RETINA WITH SPECIAL CONSIDERATION FOR THOSE OPERATING IN THE SAN ANTONIO AND BEXAR COUNTY AREA. AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 N/A PC SUPPORT RESEARCH FOR HEART DISEASE 67388 AMERICAN RED CROSS 3642 E HOUSTON ST SAN ANTONIO TX 78219 N/A PC SUPPORT BLOOD SAVES LIVES: FIGHTING CANCER 30000 AUGUST HEART 4040 BROADWAY SUITE 226 SAN ANTONIO TX 78209 N/A PC SUPPORT TESTING FOR CARDIAC DISEASE 25000 BOYSVILLE INC PO BOX 369 CONVERSE TX 78109 N/A PC SUPPORT BOYSVILLE INC. 180000 BRIGHTON CENTER 265 E LULLWOOD AVE SAN ANTONIO TX 78212 N/A PC SUPPORT CHILDREN'S PROGRAMS 50000 CHILDREN'S HOSPITAL OF SAN ANTONIO 333 N SANTA ROSA ST SAN ANTONIO TX 78207 N/A PC SUPPORT THE PEDIATRIC NEUROSURGERY EPILEPSY PROGRAM 666668 CONTRIBUTIONS PAID THROUGH MIT PRIVATE EQUITY FUND IV LP 238 MAIN STREET SUITE 200 CAMBRIDGE MA 02142 N/A PC CHARITABLE CONTRIBUTION 1 FOUNDATION FIGHTING BLINDNESS 6925 OAKLAND MILLS ROAD 701 COLUMBIA MD 21045 N/A PC SUPPORT AGE RELATED MACULAR DEGENERATION RESEARCH 175000 I CARE SAN ANTONIO 1 HAVEN FOR HOPE WAY BLDG 1 STE 200 SAN ANTONIO TX 78207 N/A PC SUPPORT PATIENT VISION SERVICES AT HAVEN FOR HOPE 35000 LOW VISION RESOURCE CENTER 1250 NE LOOP 410 SUITE 630 SAN ANTONIO TX 78209 N/A PC SUPPORT VISION-IMPAIRED RADIO PROGRAMMING 5000 MUSCULAR DYSTROPHY ASSOCIATION 8401 DATAPOINT DR STE 1002 SAN ANTONIO TX 78229 N/A PC TO SUPPORT THE MDA CARE CENTER NETWORK 50000 RETINA FOUNDATION OF THE SOUTHWEST PO BOX 824189 DALLAS TX 75382 N/A PC SUPPORT MACULAR DEGENERATION RESEARCH 75000 TEXAS BIOMEDICAL RESEARCH INSTITUTE 8715 MILITARY DR W SAN ANTONIO TX 78227 N/A PC SUPPORT RECRUITMENT FOR CANCER RESEARCH SPECIALISTS 350000 UNIVERSITY OF TEXAS AT SAN ANTONIO ONE UTSA CIRCLE SAN ANTONIO TX 78249 N/A PC SUPPORT THE SUMMER RESEARCH EXPERIENCE FOR UNDERGRADUATES 150000 UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER 7703 FLOYD CURL DRIVE SAN ANTONIO TX 78229 N/A PC FUND THE VOELCKER BIOMEDICAL RESEARCH ACADEMY 286640 UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER 7703 FLOYD CURL DRIVE SAN ANTONIO TX 78229 N/A PC SUPPORT THE RESEARCH OF DR. LU WANG, PH.D. 100000 UNIVERSITY OF TEXAS AT SAN ANTONIO ONE UTSA CIRCLE SAN ANTONIO TX 78249 N/A PC SUPPORT THE RESEARCH OF DR. MARIA GONZALEZ PORRAS, PH.D. 100000 UNIVERSITY OF TEXAS AT SAN ANTONIO ONE UTSA CIRCLE SAN ANTONIO TX 78249 N/A PC SUPPORT THE RESEARCH OF DR. SYED MUHAMMAD USAMA, PH.D. 100000 UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER 7703 FLOYD CURL DRIVE SAN ANTONIO TX 78229 N/A PC SUPPORT THE RESEARCH OF DR. NEELAM MUKHERJEE, PH.D. 150000 UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER 7703 FLOYD CURL DRIVE SAN ANTONIO TX 78229 N/A PC SUPPORT THE RESEARCH OF DR. MASAHIRO MORITA, PH.D. 150000 UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER 7703 FLOYD CURL DRIVE SAN ANTONIO TX 78229 N/A PC SUPPORT THE RESEARCH OF DR. EVELIEN BUNNIK, PH.D. 150000 UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER 7703 FLOYD CURL DRIVE SAN ANTONIO TX 78229 N/A PC SUPPORT THE RESEARCH OF DR. ELIZABETH WASMUTH 150000 UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER 7703 FLOYD CURL DRIVE SAN ANTONIO TX 78229 N/A PC SUPPORT THE RESERACH OF DR. SHAGANG ZHAO, PH.D. 116666 UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER 7703 FLOYD CURL DRIVE SAN ANTONIO TX 78229 N/A PC SUPPORT THE RESEARCH OF DR. KEVIN KORONOWSKI, PH.D. 116666 UNIVERSITY OF TEXAS AT SAN ANTONIO ONE UTSA CIRCLE SAN ANTONIO TX 78249 N/A PC SUPPORT THE RESEARCH OF DR. LACY J. BARTON, PH.D. 150000 3429029 UNIVERSITY OF TEXAS AT SAN ANTONIO ONE UTSA CIRCLE SAN ANTONIO TX 78229 N/A PC VOELCKER SUMMER RESEARCH EXPERIENCE FOR UNDERGRADUATES 150000 UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER 7703 FLOYD CURL DRIVE SAN ANTONIO TX 78229 N/A PC SUPPORT THE RESEARCH OF DR. EVELIEN BUNNIK, PH.D. 150000 UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER 7703 FLOYD CURL DRIVE SAN ANTONIO TX 78229 N/A PC SUPPORT THE RESEARCH OF DR. ELIZABETH WASMUTH, PH.D. 150000 450000 NONE 14 422723 14 661163 14 1936323 18 522068 MIT PRIVATE EQUITY FUND IV, LP (UBTI) 523000 1119 WESTERN ASSET TOTAL RETURN (UBTI) 523000 3 1122 3542277 0 3543399 0 0 0 0 0 0 0 0 0 0 BOOKKEEPING SERVICES - LANGE, POTEET & CO, LLP 1500 1500 0 PREPARATION OF FORM 990PF - LANGE, POTEET & CO, LLP 5000 0 5000 NONE 0 BNY MELLON INTERNATIONAL STOCK FUND I 3425000 6305447 EMTORA BIOSCIENCES FORMERLY RAPAMYCIN HOLDINGS (C-CORP) 380000 0 FPA NEW INCOME INC 2018327 1995476 JEFFERSON BANK-ACCT #74709 3648360 11043491 JEFFERSON BANK-ACCT #74710 2665537 7560939 JEFFERSON BANK-ACCT #74711 6672606 7190936 NUANCE MID CAP VALUE FUND CLASS Z 3000000 2533657 12034040 12317727 0 0 CROW HOLDINGS REALTY PTSHIP AT COST 640233 640233 EDGBASTON ASIAN EQUITY TRUST AT COST 3647752 3195354 FIR TREE REAL ESTATE III (CAYMAN-CE) LTD AT COST 8406 44918 MIT PRIVATE EQUITY FUND IV, LP AT COST 70164 64895 PERMIAN BASIN ROYALTY TRUST AT COST 386132 1041877 PINNACLE EQUITY FUND AT COST 1675647 2275044 RECEPTOR LOGIC INC 8,495 SHS AT COST 96361 0 RIMROCK HIGH INCOME PLUS AT COST 4510888 5117011 SABINE ROYALTY TRUST AT COST 141020 975202 SOUTH LASALLE INTL EQUITIES TRUST FORMERLY PYRFORD INTL AT COST 5305373 6867576 WESTERN ASSET TOTAL RETURN UNCONSTRAINED (TRU) BD, LLC AT COST 4148708 4399228 LEGAL FEES - SCHOENBAUM, CURPHY & SCANLAN, P.C. 170 85 85 LEGAL FEES - H+L LAW, PC 24600 12300 12300 LIABILITY INSURANCE 1191 1191 0 NONDEDUCTIBLE EXPENSES THROUGH PARTNERSHIPS (NON-UBTI) 21 0 0 INTEREST EXPENSE THROUGH PARTNERSHIPS (NON-UBTI) 88 88 0 PORTFOLIO DEDUCTIONS THROUGH PARTNERSHIPS (NON-UBTI) 42324 42324 0 OIL AND GAS TRUST ADMIN EXPENSES 6314 6314 0 INTEREST THRU PARTNERSHIPS (NON-UBTI) 242252 242252 242252 DIVIDENDS THRU PARTNERSHIPS (NON-UBTI) 522955 522955 522955 CAPITAL GAIN(LOSS) THRU PARTNERSHIPS (NON-UBTI) 650935 650935 650935 OTHER INCOME(LOSS) THRU PARTNERSHIPS (NON-UBTI) 145155 145155 145155 OIL & GAS ROYALTIES 375026 375026 375026 MIT PRIVATE EQUITY FUND IV, LP (UBTI) 1119 1119 WESTERN ASSET TOTAL RETURN (UBTI) 3 3 CUSTODIAL FEES - JEFFERSON BANK 37237 37237 0 INVESTMENT ADVISORY FEES 370648 370648 0 GRANTMAKING EXPENSES - QE PHILANTHROPIC ADVISORS, LLC 60952 0 60952 MEDICAL ADVISORY COMMITTE - DR. 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