2025-03-17T14:16:39-05:00 2024-04-30 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2023-05-01 746053822 The DeBakey Medical Foundation DEBA 7137903155 One Baylor Plaza MS BCM 390 Houston TX 77030 Dr Herbert D Short III Pres/Trustee 7137903155 2025-03-17 1 0 Kurt Coburn P01638285 7134395739 2025-03-17 2023 2025-03-06 01:10:19Z X 84108634 X X 87791 87791 1827395 1827395 142407 146151 142407 2057593 2057593 140000 28000 99454 7650 1530 0 8123 4062 4061 292927 292927 0 68483 57483 0 11238 5720 5518 528421 389722 109033 3645450 3645450 4173871 389722 3754483 -2116278 1667871 280154 428613 428613 1109553 807341 807341 500 500 500 225040 225040 183975 12101246 11574218 81541213 1113745 1113745 1046958 139914 139914 139914 100034 14970152 14289371 84108634 23332 0 23332 X 14970152 14266039 14970152 14266039 14970152 14289371 14970152 -2116278 1412165 14266039 0 14266039 Publicly traded securities 146151 3744 142407 142407 142407 23183 0 23183 0 23183 15932 0 0 0 15932 X 168 7419 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 None Rubye Triplett 7139326809 1511 Bingle Rd Ste A-1 Houston TX 77055 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 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 292927 0 0 80536810 1957362 100034 82594206 0 0 82594206 1238913 81355293 4067765 4067765 23183 23183 4044582 0 4044582 0 4044582 3754483 0 3754483 4044582 3667870 0 0 3754483 3667870 0 0 86613 0 0 0 0 0 0 0 0 3957969 0 0 0 X Baylor College of Medicine One Baylor Plaza BCM 200 Houston TX 77030 N/A PC Micheal E. DeBakey Library and Museum and new medical school building 1935450 Baylor College of Medicine One Baylor Plaza BCM 200 Houston TX 77030 N/A PC George P. Noon, M.D. Endowed Chair in Surgery 500000 Baylor College of Medicine One Baylor Plaza BCM 200 Houston TX 77030 N/A PC Surgery Endowment 300000 Baylor College of Medicine One Baylor Plaza BCM 200 Houston TX 77030 N/A PC DeBakey Health Sciences Park 300000 Baylor College of Medicine One Baylor Plaza BCM 200 Houston TX 77030 N/A PC Michael E. DeBakey Excellence in Research Awards 50000 Baylor College of Medicine One Baylor Plaza BCM 200 Houston TX 77030 N/A PC DeBakey Summer Student Program 35000 Baylor University One Bear Place 97043 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 175000 3645450 0 14 87791 14 1827395 18 142407 0 2057593 0 2057593 0 0 0 0 0 0 0 0 0 0 Accounting 3000 1500 1500 Tax compliance 5123 2562 2561 200,000 Amazon.com Inc 3.450% 4/13/29 194560 186722 200,000 AmEx Co Ser B 3.300% 05/03/27 192103 188192 175,000 Goldman Sachs 3.850% 01/26/27 171438 167869 100,000 Home Depot Inc 2.700% 04/15/30 107302 87133 175,000 JPMorgan Chase 2.950% 10/01/26 170243 165487 175,000 Morgan Stanley 3.625% 01/20/27 173027 167297 100,000 Visa 2.05% 04/15/30 105072 84258 19,000 Abbott Laboratories 245510 2013430 15,000 AbbVie Inc 15000 2439600 8,617 Advanced Micro Devices Inc 162542 1364760 2,500 Air Products and Chemicals Inc 105748 590850 1,200 Alcon AG 51956 93096 35,000 Altria Group Inc 29837 1533350 8,500 American Express Co 151606 1989255 63,000 Apple Inc 336989 10730790 5,000 ASML Holding NV 490637 4362350 7,000 Automatic Data Processing Inc 169931 1693230 3,100 BlackRock Inc 772013 2339384 10,000 Canadian Pacific Kansas City Ltd 240625 784300 18,000 Chevron Corp 471235 2902860 9,000 Chubb Ltd 916085 2237760 57,000 Coca-Cola Co 81733 3520890 34,000 Comcast Corp 826098 1295740 14,000 ConocoPhillips 528732 1758680 15,162 Exxon Mobil Corp 189828 1793210 10,000 Intercontinental Exchange Inc 485701 1287600 14,354 JPMorgan Chase & Co 374013 2752236 3,000 Kellanova 78168 173580 4,300 Linde PLC 227125 1896128 7,600 McDonalds Corp 186933 2075104 1,700 Microsoft Corp 88885 661861 24,000 Nestle SA - ADR 85750 2414400 6,000 Novartis AG 311112 582780 60,000 Novo Nordisk A/S 319555 7698600 3,000 Otis Worldwide Corp 212614 273600 8,400 PepsiCo Inc 83399 1477644 40,000 Philip Morris International Inc 122417 3797600 16,400 Procter & Gamble Co 8021 2676480 20,000 Roche Holdings AG Basel ADR 447215 596400 6,000 RTX Corp 448683 609120 5,000 S&P Global Inc 246904 2079150 1,200 Sandoz Group ADR 62222 40656 19,000 Texas Instruments Inc 749951 3351980 7,400 Union Pacific Corp 742740 1754984 7,000 Visa Inc 487163 1880270 750 WK Kellogg Co 19542 17505 225040 183975 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 Investment fees 1863 1863 0 Insurance 7537 3769 3768 Land maintenance 88 88 0 Medical Student Poetry Program 1750 0 1750 Difference between basis and market value of noncash grants 1412165 Investment advisor fees 292927 292927 0 Ad Valorem tax 2252 2252 0 Excise tax 11000 0 0 Foreign tax 55231 55231 0