2026-04-27T17:31:18-05:00 2025-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2025-01-01 311741790 Mr and Mrs Nelson Rusche Foundation MRAN 9362282226 9582 Escondido Drive Willis TX 77318 Michele Rosas Executive Director 9362282226 2026-04-27 1 Kurt Coburn P01638285 7134395739 2026-04-27 2025 2025-03-06 01:10:19Z X 48773977 X X 629 629 757593 757593 944415 22760626 1007238 1702637 1765460 51339 7701 43638 3927 589 3338 938 0 938 4000 2000 2000 114201 114201 0 4000 0 0 2455 101 2354 180860 124592 52268 2214250 2214250 2395110 124592 2266518 -692473 1640868 16135 10476 10476 1182533 1059606 1059606 7099434 6704728 6798908 23493528 23524702 34898428 6148876 5948521 6006559 37940506 37248033 48773977 0 0 X 0 0 0 0 37940506 37248033 37940506 37248033 37940506 37248033 37940506 -692473 0 37248033 0 37248033 Publicly traded securities 22760626 21753388 1007238 1007238 1007238 22808 0 22808 0 22808 19888 0 0 0 19888 X 0 2920 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 None Michele Rosas 9362282226 9582 Escondido Drive Willis TX 77318 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Suzanne R Jefferys 9582 Escondido Drive Willis TX 77318 President/Treasurer 0.00 0 0 0 Holly Michele Rosas 9582 Escondido Drive Willis TX 77318 Exec Director/VP/Sec/Director 15.00 51339 0 0 Jordan Jefferys Hatfield 9582 Escondido Drive Willis TX 77318 Vice President/Director 0.00 0 0 0 NONE 0 Vaughan Nelson Investment Management 600 Travis St Ste 3800 Houston TX 77002 Investment management 114201 0 0 44542045 1726111 0 46268156 0 0 46268156 694022 45574134 2278707 2278707 22808 22808 2255899 0 2255899 0 2255899 2266518 0 2266518 2255899 788293 0 0 2266518 788293 0 0 1478225 0 0 0 0 0 0 0 0 777674 0 0 0 X AJK Family Rescue 7707 Gault Street Unit B Austin TX 78757 N/A PC General Support 1000 American Cancer Society PO Box 6704 Hagerstown MD 21741 N/A PC General Support 3000 American Foundation for Suicide Prevention 199 Water Street 11th Floor New York NY 10038 N/A PC General Support 1000 Any Baby Can 6207 Sheridan Avenue Austin TX 78723 N/A PC General Support 30000 Austin Angels 9901 Brodie Lane Suite 160 PMB 255 Austin TX 78748 N/A PC General Support 20000 Austin Child Guidance Center 810 West 45th Street Austin TX 78751 N/A PC General Support 25000 Austin Christian Educational Foundation 300 E Huntland Drive Austin TX 78752 N/A PC General Support 40000 Austin Community Foundation 4315 Guadalupe Street Suite 300 Austin TX 78751 N/A PC General Support 10000 Austin Ed Fund 4000 S IH-35 Frontage Road Austin TX 78704 N/A PC General Support 35000 Austin LifeCare dba The Source PO Box 301977 Austin TX 78703 N/A PC General Support 2500 Austin Sunshine Camps PO Box 161270 Austin TX 78716 N/A PC General Support 35000 Austin Together 1901 Romeria Drive Austin TX 78757 N/A PC General Support 15000 Breakthrough Central Texas 3100 E 5th Street Suite 375 Austin TX 78702 N/A PC Pathways to Opportunity Campaign 250000 Camp for All 3701 Kirby Drive Suite 570 Houston TX 77098 N/A PC Blazing New Trails Capital Campaign 75000 CASA of Deep East Texas PO Box 635252 Nacogdoches TX 75963 N/A PC General Support 10000 Central Texas Food Bank 6500 Metropolis Drive Austin TX 78744 N/A PC General Support 15000 Collins 8 Foundation 1507 Canyon Edge Drive Austin TX 78733 N/A PC Scholarships 8000 Communities in Schools of Central Texas 2521 East St Elmo Rd Austin TX 78744 N/A PC General Support 50000 Community Foundation of the Texas Hill Country 241 Earl Garrett Street Kerrville TX 78028 N/A PC Texas Hill Country Flood Response 10000 Con Mi MADRE 1825 Fortview Road Suite 114 Austin TX 78704 N/A PC Scholarships 5000 Creative Action 1023 Springdale Road Building 3 Austin TX 78721 N/A PC Community Arts Collaborative 100000 DePelchin Children's Center 4950 Memorial Drive Houston TX 77077 N/A PC General Support 50000 Dress for Success Austin 3000 S I-35 Frontage Road Suite 180 Austin TX 78704 N/A PC General Support 10000 Fertility Foundation of Texas 3801 N Capital of Texas Highway Suite E-240 PMB 131 Austin TX 78746 N/A PC General Support 50000 First United Methodist Church of Houston 1320 Main Street Houston TX 77002 N/A PC Downtown Campus Maintenance 75000 First United Methodist Church of Richardson 503 N Central Expressway Richardson TX 75080 N/A PC General Support 5000 Fiscal Sponsorship Allies 3500 DePauw Blvd Suite 3090 Indianapolis IN 46268 N/A PC Beautifully Loved 2500 Foster Angels of Central Texas PO Box 152575 Austin TX 78715 N/A PC General Support 15000 God's Garage 2100 East Davis Street Conroe TX 77301 N/A PC General Support 5000 Golden Beginnings Golden Retriever Rescue PO Box 940325 Houston TX 77094 N/A PC General Support 1000 Hand to Hold 12325 Hymeadow Drive Suite 4-102 Austin TX 78750 N/A PC General Support 25000 House of Peace 502 Eldridge Road Sugar Land TX 77478 N/A PC General Support 15000 Inspiration Ranch Inc 33029 Wright Road Magnolia TX 77355 N/A PC Storm Damage Repairs 5000 Keep Austin Neighborly 6701 Willamette Drive Austin TX 78723 N/A PC Heartening 2500 Lake Conroe Association PO Box 376 Willis TX 77378 N/A PC General Support 27750 Lirios Pediatrics 4201 S Congress Suite 202 Austin TX 78745 N/A PC General Support 25000 Lowe Syndrome Association Inc 8190 Beechmont Avenue Suite 111 Cincinnati OH 45255 N/A PC General Support 25000 Make-A-Wish Central & South Texas 3600 Bee Caves Road Suite 100 Austin TX 78746 N/A PC General Support 15000 Montgomery County Crime Stoppers Inc PO Box 1491 Conroe TX 77305 N/A PC General Support 30000 Montgomery County Food Bank 1 Food for Life Way Conroe TX 77385 N/A PC General Support 15000 Mothers' Milk Bank at Austin 5925 Dillard Circle Austin TX 78752 N/A PC Charitable Assistance Program 35000 Nac Safe Place 3111 Melwood Circle Nacogdoches TX 75964 N/A PC General Support 5000 Nacogdoches HOPE 2100 E Main Street Nacogdoches TX 75961 N/A PC General Support 5000 Pflugerville Education Foundation 1401 West Pecan Street Pflugerville TX 78660 N/A PC General Support 5000 Regional East Texas Food Bank 3201 Robertson Road Tyler TX 75701 N/A PC General Support 15000 Ronald McDonald House Charities of Central Texas 1315 Barbara Jordan Blvd Austin TX 78723 N/A PC Expansion Campaign 50000 SEARCH Homeless Services 2015 Congress Street Houston TX 77002 N/A PC General Support 30000 SIRE Inc PO Box 924067 Houston TX 77292 N/A PC General Support 15000 Snowdrop Foundation Inc PO Box 19808 Houston TX 77224 N/A PC General Support 100000 Stephen F Austin State University PO Box 6092 SFA Station Nacogdoches TX 75962 N/A GOV Annual Fund 25000 Stephen F Austin State University PO Box 6092 SFA Station Nacogdoches TX 75962 N/A GOV Rusche Distinguished Lecture Series 225000 Sustainable Food Center 2921 East 17th Street Building C Austin TX 78702 N/A PC General Support 100000 Texas New Community Alliance dba New Danville 10951 Shepard Hill Road Willis TX 77318 N/A PC General Support 10000 TEXSAR Inc 13501 Ranch Road 12 Suite 103 Wimberley TX 78676 N/A PC Texas Hill Country Flood Response 10000 The Council on Recovery PO Box 2768 Houston TX 77252 N/A PC General Support 40000 The New Philanthropists PO Box 302528 Austin TX 78703 N/A PC General Support 5000 The Osteosarcoma Institute 3963 Maple Avenue Suite 390 Dallas TX 75219 N/A PC Miles of Hope Fund 5000 The SAFE Alliance PO Box 19454 Austin TX 78760 N/A PC General Support and The Sasha 120000 The Seton Fund 1206 West 38th Street Suite 4200 Austin TX 78705 N/A PC Women First Campaign & Dell Seton 225000 Tourette Association of America - Texas Chapter 3919 River Forest Drive Richmond TX 77406 N/A PC General Support 20000 Tunnels to Towers Foundation 2361 Hylan Blvd Staten Island NY 10306 N/A PC Gold Star Family Home Program in Texas 10000 Youth Justice Alliance 314 E Highland Mall Blvd Suite 209 Austin TX 78752 N/A PC General Support 20000 2214250 0 14 629 14 757593 18 944415 0 1702637 0 1702637 0 0 0 0 0 0 0 0 0 0 Tax compliance 4000 2000 2000 U.S. Bancorp 3.1% Due 04/27/26 406187 423682 Chubb INA Holdin 3.35% Due 05/03/26 389987 399036 The Allstate Cor 3.28% Due 12/15/26 150014 149248 Amazon.com, Inc. 3.3% Due 04/13/27 375613 373016 The Home Depot, I 2.5% Due 04/15/27 305482 295249 Bank of America C Var Due 07/22/27 432905 493433 Interntnl Busines 6.5% Due 01/15/28 211767 209807 Wells Fargo & Co Var Due 05/22/28 416906 397030 JPMorgan Chase & Var Due 06/01/28 170911 170567 Duke Energy Flori 3.8% Due 07/15/28 205027 199707 Ntnl Rural Utilit 3.7% Due 03/15/29 302614 296010 The Bank of New Y 3.3% Due 8/23/29 330611 339513 The Goldman Sachs 2.6% Due 02/07/30 230553 234651 Unitedhealth Grou 5.3% Due 02/15/30 357857 364490 Nevada Power Co 2.4% Due 05/01/30 303112 277442 Morgan Stanley Var Due 01/22/31 447405 467841 Northern Trust 6.125% Due 11/02/32 265800 272319 American Express Var Due 05/01/34 232115 230461 State Street Corp Var Due 05/18/34 413655 413057 Alphabet Inc. / 6,570 shares 724883 2056410 Amazon.com, Inc / 7,565 shares 750572 1746153 Amrize LTD F / 11,220 shares 521444 606778 Apple Inc. / 4,015 shares 1100585 1091518 Berkshire Hathaway / 1,680 shares 792617 844452 Boeing Co / 2,565 shares 554894 556913 Broadcom Inc. / 2,910 shares 1116341 1007151 Capital One Finl Corp / 3,295 shares 650173 798576 Disney Walt Co / 6,685 shares 644702 760552 Eaton Corp Plc F / 2,500 shares 810559 796275 Eli Lilly and Co / 1,560 shares 1108262 1676501 Expand Energy Corp / 5,515 shares 536618 608635 Exxon Mobil Corp / 5,990 shares 663083 720837 Intercontinental Exchang / 4,500 shares 516269 728820 JPMorgan Chase & Co / 3,615 shares 529440 1164825 Meta Platforms Inc / 1,835 shares 1107711 1211265 Microsoft Corp / 3,295 shares 121724 1593528 Monolithic Power Sys Inc / 1,232 shares 637920 1116636 Nucor Corp / 3,365 shares 559002 548865 Nvidia Corp / 10,595 shares 274264 1975968 O Reilly Automotive Inc / 8,855 shares 618496 807665 ServiceNow Inc / 3,390 shares 525853 519314 Synopsys Inc / 1,215 shares 562287 570710 Taiwan Semiconductor M F / 6,445 shares 1247492 1958571 TopBuild Corp / 1,280 shares 450998 534003 United Rentals Inc / 1,315 shares 910048 1064256 Xylem Inc / 3,880 shares 461178 528378 Vaughan Nelson Internati / 369,866.9910 shares 5027287 7304873 6704728 6798908 0 0 General governance and counsel 938 0 938 Payroll service fees 675 101 574 Insurance 108 0 108 Professional development 213 0 213 Dues, subscriptions, software 818 0 818 P.O. Box expense 408 0 408 Other office expenses 233 0 233 Investment management fees 114201 114201 0 Federal tax 4000 0 0