2026-05-10T19:43:56-05:00 2025-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2025-01-01 746104592 The Powell Foundation POWE 7135237557 2001 Kirby Drive 1011 Houston TX 77019 Katherine Osborne Valdez President/Director 7135237557 2026-05-10 1 Barbara Murphy P01386215 7134395739 2026-05-01 2025 2025-03-06 01:10:19Z X 491924553 X X 72501 72501 7121880 7121880 41861420 70116074 41861420 49055801 49055801 88378 5552 82826 1082787 54139 1028648 265428 13403 252025 7138 0 6713 7000 3500 3300 904464 752870 146456 757934 89296 0 109211 5461 103750 141089 6786 134937 85899 21235 68489 3449328 952242 1827144 20795426 20425720 24244754 952242 22252864 24811047 48103559 968558 2239168 2239168 1047999 2104725 2104725 48424 37812 37812 7353624 7651813 7651813 425127438 462150182 462150182 16518110 17270853 17270853 470000 470000 470000 470000 451534153 491924553 491924553 198911 329313 1495000 1918000 1693911 2247313 X 449840242 489677240 449840242 489677240 451534153 491924553 449840242 24811047 15025951 489677240 0 489677240 Publicly traded securities 55428803 28254654 27174149 27174149 Capital gain distributions P 14687271 14687271 14687271 41861420 668639 0 668639 0 668639 353000 0 0 0 353000 X 0 315639 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 www.powellfoundation.org Eleisha Nelson-Reed 7135237557 2001 Kirby Drive Suite 1011 Houston TX 77019 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Katherine Osborne Valdez 2001 Kirby Drive Suite 1011 Houston TX 77019 Board President/Director 16.00 88378 3535 0 Ben H Powell V 2001 Kirby Drive Suite 1011 Houston TX 77019 VP/Director 2.00 0 0 0 Charles F Caldwell 2001 Kirby Drive Suite 1011 Houston TX 77019 Secretary/Director 2.00 0 0 0 Marian M Casey 2001 Kirby Drive Suite 1011 Houston TX 77019 Treasurer/Director 5.00 0 0 0 Ben H Powell VI 2001 Kirby Drive Suite 1011 Houston TX 77019 Assistant Treasurer 2.00 0 0 0 Terry Bruner 2001 Kirby Drive Suite 1011 Houston TX 77019 Director 3.00 0 0 0 Christopher D Casey II 2001 Kirby Drive Suite 1011 Houston TX 77019 Director 1.00 0 0 0 Thao Costis 2001 Kirby Drive Suite 1011 Houston TX 77019 Director 3.00 0 0 0 E Inez Hill 2001 Kirby Drive Suite 1011 Houston TX 77019 Director 1.00 0 0 0 Katherine P Hill 2001 Kirby Drive Suite 1011 Houston TX 77019 Director 1.00 0 0 0 Molly N Kidd 2001 Kirby Drive Suite 1011 Houston TX 77019 Director 2.00 0 0 0 Elizabeth K Moore 2001 Kirby Drive Suite 1011 Houston TX 77019 Director 1.00 0 0 0 Eleisha Nelson-Reed 2001 Kirby Drive Suite 1011 Houston TX 77019 Executive Director 40.00 274646 37691 0 Anne Kuo Phan 2001 Kirby Drive Suite 1011 Houston TX 77019 Director, Finance an 40.00 164363 18313 0 Angel Harvey King 2001 Kirby Drive Suite 1011 Houston TX 77019 Director, Programs 40.00 143380 25991 0 Kate A Shannon 2001 Kirby Drive Suite 1011 Houston TX 77019 Director, Learning & 40.00 114727 42690 0 Makia A Thomas 2001 Kirby Drive Suite 1011 Houston TX 77019 Program Officer 40.00 116744 18144 0 4 Fayez Sarofim & Co 909 Fannin St Houston TX 77010 Investment management 752870 0 Gibbs-Powell House: Preserving a local historic landmark, providing opportunities for education regarding Walker County's history, and making the landmark open to the public. The Gibbs-Powell House is leased to Walker County and is managed and operated by the Walker County Historical Commission as the Gibbs-Powell House and Walker County Museum. 658 0 472838437 3587935 0 476426372 0 0 476426372 7146396 469279976 23463999 23463999 668639 668639 22795360 53294 22848654 0 22848654 22252864 0 22252864 22848654 20542421 0 0 22252864 20542421 0 0 1710443 0 0 0 0 0 0 0 0 21138211 0 0 0 httpspowellfoundationorgapplication 2001 Kirby Drive Suite 1011 Houston TX 77019 7135237557 grants@powellfoundation.org Organizations interested in applying for a Powell Foundation grant must submit an online pre-application form. If the pre-application is advanced, the organization will be invited to submit a full application via the Powell Foundation's online Grant Portal. The Powell Foundation Board of Directors makes all final decisions about grant requests during the Spring (May) and Fall (November) Board Meetings. Organizations approved for funding must sign and return a grant agreement for disbursement. Refer to the website for grant guidelines. Refer to the website for the application process and deadlines. The Powell Foundation is dedicated to catalyzing progress in public education, the arts, conservation, and human services. Funding is focused on the Foundation's geographic areas of interest in Harris, Travis, or Walker Counties, Texas. Requesting organizations must be tax-exempt under IRC 501(c)(3). This includes public charities, government organizations, and eligible supporting organizations. No grants are made to individuals, endowments, scholarship funds, private foundations, fundraising/marketing events, debt retirement/past operating deficits, candidates for political office or to influence specific legislation, or for realizing religious or doctrinal purpose. 2025 Giving: Education $12.3M (65%) and Supportive Communities: the Arts $2.2M (11%), Conservation $3M (16%), and Human Services $1.6M (8%). Precinct4Forward PO Box 27575 Houston TX 77227 N/A PC Conservation: Connecting People to Nature 1500000 Boys & Girls Club of Walker County PO Box 8600 Huntsville TX 77340 N/A PC Post-Secondary Pathways: Post-Secondary Access and Success 1262295 The Holdsworth Center 4907 Ranch Road 2222 Austin TX 78731 N/A PC Quality Public K-12 Schools: Excellent Educators 981164 BridgeYear 3414 Eastside Street Houston TX 77098 N/A PC Post-Secondary Pathways: Post-Secondary Access and Success 949815 The Bridgespan Group 287 Columbus Avenue 4th Floor Boston MA 02116 N/A PC Aligned Cradle to Career Education System: Effective Tools, Policies, and Systems 838175 Catalyst Education DBA Catalyst Exchange 721 Hillary Street 2 New Orleans LA 70118 N/A PC Aligned Cradle to Career Education System: Effective Tools, Policies, and Systems 700000 United Way for Greater Austin 5930 Middle Fiskville Rd 5th Floor Austin TX 78752 N/A PC Early Childhood Development and Education: High-Quality Providers and Educators 655729 University of Houston Foundation 4543 Post Oak Place 250 Houston TX 77027 N/A PC Post-Secondary Pathways: Post-Secondary Access and Success 399000 Education First PO Box 22871 Seattle WA 981220871 N/A PC Aligned Cradle to Career Education System: Effective Tools, Policies, and Systems 372313 40 Schools 3014 Dauphine Street STE A PMB 94548 New Orleans LA 70117 N/A PC Early Childhood Development and Education: High-Capacity Sector 370000 AVANCE Inc 824 Broadway St Suite 204 San Antonio TX 78215 N/A PC Early Childhood Development and Education: Supportive Caregivers 365000 Arts Connect Houston 1824 Spring Street 201 Houston TX 77007 N/A SO I Arts: Student Education Programs 350000 Creative Action 1023 Springdale Rd Bldg 3 Austin TX 78721 N/A PC Arts: Student Education Programs 350000 National Association for Family Child Care 700 12th St Ste 700 Washington DC 20005 N/A PC Early Childhood Development and Education: High-Quality Providers and Educators 350000 Trust for Learning a project of New Venture Fund 1828 L St NW Ste 300a Washington DC 20036 N/A PC Early Childhood Development and Education: High-Capacity Sector 350000 Austin 2030 Network co Social Good Fund Inc PO Box 5332 Austin TX 78763 N/A PC Post-Secondary Pathways: Post-Secondary Access and Success 308000 The Trail Conservancy 1333 Shore District Dr Suite 602 Austin TX 78741 N/A PC Conservation: Connecting People to Nature 300000 United Way of Greater Houston 50 Waugh Drive Houston TX 77007 N/A PC Early Childhood Development and Education: High-Quality Providers and Educators 300000 Bonterra Jumpstart Fund 1222 Preservation Park Way Oakland CA 94612-1201 Oakland CA CA 946121201 N/A PC Aligned Cradle to Career Education System: Effective Tools, Policies, and Systems 260000 The Bridgespan Group 287 Columbus Avenue 4th Floor Boston MA 02116 N/A PC Early Childhood Development and Education: High-Capacity Sector 252463 Austin Childrens Museum DBA Thinkery 1830 Simond Ave Austin TX 78723 N/A PC Early Childhood Development and Education: High-Quality Providers and Educators 200000 Breakthrough Central Texas 3100 East 5th Street Suite 375 Austin TX 78702 N/A PC Post-Secondary Pathways: Post-Secondary Access and Success 200000 EMERGE 3555 Timmons Ln Ste 800 Houston TX 77027 N/A PC Post-Secondary Pathways: Post-Secondary Access and Success 200000 Environmental Defense Fund Incorporated 257 Park Avenue South New York NY 10010 N/A PC Conservation: Conservation/ Environmental Education 200000 Philanthropy Advocates co Waco Foundation 1224 Austin Avenue Suite 100 Waco TX 76701 N/A PC Aligned Cradle to Career Education System: Effective Tools, Policies, and Systems 200000 Rice University School Literacy & Culture 6100 Main St MS-550 Houston TX 77005 N/A PC Early Childhood Development and Education: High-Quality Providers and Educators 200000 Summer House Institute 1531 N 7th St Philadelphia PA 19122 N/A PC Quality Public K-12 Schools: Excellent Educators 200000 Improving Education Inc 1100 N Chester Street Baltimore MD 21213 N/A PC Early Childhood Development and Education: Supportive Caregivers 191000 Huntsville Independent School District 441 FM 2821 East Huntsville TX 773209298 N/A GOV Quality Public K-12 Schools: Student Supports 151000 Austin Public Education Foundation DBA Austin Ed Fund 4000 S IH 35 Frontage Rd Austin TX 78704 N/A PC Quality Public K-12 Schools: Excellent Educators 150000 Children At Risk Inc PO Box 56003 Houston TX 77256 N/A PC Early Childhood Development and Education: High-Capacity Sector 150000 Collaborative for Children 2200 Post Oak Blvd Suite 1000 Houston TX 77056 N/A PC Early Childhood Development and Education: High-Quality Providers and Educators 150000 Connective 515 Post Oak Blvd Suite 1000 Houston TX 77027 N/A SO I Human Services: Stabilization and Empowerment 150000 E3 Alliance 5930 Middle Fiskville Rd Ste 414 Austin TX 78752 N/A PC Aligned Cradle to Career Education System: Effective Tools, Policies, and Systems 150000 Good Reason Houston 8 Greenway Plaza Suite 900 Houston TX 77046 N/A PC Early Childhood Development and Education: High-Capacity Sector 150000 Hermann Park Conservancy 1700 Hermann Drive Houston TX 77004 N/A PC Conservation: Connecting People to Nature 150000 Memorial Park Conservancy Inc 7575 N Picnic Ln Houston TX 77007 N/A PC Conservation: Connecting People to Nature 150000 Young Audiences Inc of Houston 675 Bering Dr Ste 300 Houston TX 77057 N/A PC Arts: Student Education Programs 150000 The Bridgespan Group 287 Columbus Avenue 4th Floor Boston MA 02116 N/A PC Early Childhood Development and Education: High-Capacity Sector 140000 Genaustin DBA Girls Empowerment Network P O 3122 Austin TX 78764 N/A PC Human Services: Emotional Wellbeing 128000 Family Houston PO Box 70068 Houston TX 77270 N/A PC Human Services: Emotional Wellbeing 125000 Mainspring Schools 1100 West Live Oak St Austin TX 78704 N/A PC Early Childhood Development and Education: High-Quality Providers and Educators 125000 Austin Youth & Community Farm Inc DBA Urban Roots 810 West 45th Street Austin TX 78760 N/A PC Human Services: Stabilization and Empowerment 100000 BakerRipley PO Box 231808 Houston TX 77223 N/A PC Human Services: Stabilization and Empowerment 100000 Boys and Girls Clubs of Austin and Travis County Inc 5455 South Loop East Houston TX 77033 N/A PC Quality Public K-12 Schools: Quality Schools and Models 100000 Boys and Girls Clubs of Austin and Travis County Inc 6648 Ed Bluestein Blvd Austin TX 78723 N/A PC Quality Public K-12 Schools: Student Supports 100000 Center for Women & Their Work 1311 E Cesar Chavez St Austin TX 78702 N/A PC Arts: Student Education Programs 100000 Communities In Schools of Central Texas 2521 East St Elmo Rd Austin TX 78744 N/A PC Quality Public K-12 Schools: Student Supports 100000 KIPP Texas Public Schools 10711 KIPP Way Houston TX 77099 N/A PC Early Childhood Development and Education: High-Quality Providers and Educators 100000 Mobile Loaves & Fishes Inc 9301 Hog Eye Road Suite 950 Austin TX 78724 N/A PC Human Services: Stabilization and Empowerment 100000 OneGoal 2799 Katy Fwy Suite 250 Office 11 Houston TX 77007 N/A PC Post-Secondary Pathways: Post-Secondary Access and Success 100000 Open Dance Project 747 N Shepherd Dr Ste 100 Houston TX 77007 N/A PC Arts: Student Education Programs 100000 reMIND PO Box 27607 Houston TX 77227 N/A PC Human Services: Emotional Wellbeing 100000 Rooted School Foundation 612 Andrew Higgins Blvd New Orleans LA 70130 N/A PC Human Services: Stabilization and Empowerment 100000 Teach for America Inc DBA Teach For America - Austin Teach For America C/O Jenny Jensen Austin TX 78702 N/A PC Quality Public K-12 Schools: Excellent Educators 100000 Teach-Org Inc DBA TEACH for Houston 2443 Fillmore St 380-9883 San Francisco CA 94115 N/A PC Quality Public K-12 Schools: Excellent Educators 100000 Texas Cultural Trust Council DBA Texas Cultural Trust 901 S Mopac Expressway Barton Oaks Plaza II Ste 410 Austin TX 78746 N/A PC Arts: Student Education Programs 100000 The Anderson Center for the Arts 13334 Wallisville Rd Bldg A Houston TX 77049 N/A PC Arts: Public Arts and Culture Access 100000 Trees For Houston 1911 W 34th Street Houston TX 77018 N/A PC Conservation: Environmental Protection 100000 Urban Harvest Inc 1911 W 34th Street Houston TX 77018 N/A PC Human Services: Stabilization and Empowerment 100000 Vincare Services of Austin Foundation DBA Saint Louise House PO Box 150637 Austin TX 78715 N/A PC Human Services: Stabilization and Empowerment 100000 Willow Waterhole Greenspace Conservancy 5600 South Willow Suite 113 Houston TX 77035 N/A PC Conservation: Connecting People to Nature 100000 Writers in the Schools 1414 Sul Ross St Houston TX 77006 N/A PC Arts: Student Education Programs 100000 Manor ISD Education Foundation 10335 US Highway 290 E / PO Box 679 Manor TX 78653 N/A PC Human Services: Emotional Wellbeing 90000 Ser-Jobs for Progress of the Texas Gulf Coast Inc DBA SERJobs 1710 Telephone Rd Houston TX 77023 N/A PC Post-Secondary Pathways: Post-Secondary Readiness 75000 Alley Theatre 615 Texas Ave Houston TX 77002 N/A PC Arts: Student Education Programs 50000 American Festival for the Arts 241 N Milby Street Suite B Houston TX 77003 N/A PC Arts: Student Education Programs 50000 Austin Theatre Alliance 713 Congress Ave Austin TX 78701 N/A PC Arts: Student Education Programs 50000 Bayou City Waterkeeper 4900 Travis St Suite 209 Houston TX 77002 N/A PC Conservation: Environmental Protection 50000 Central Texas Food Bank 6500 Metropolis Drive Austin TX 78744 N/A PC Human Services: Stabilization and Empowerment 50000 Coalition for the Homeless of HoustonHarris County 2000 Crawford Street Suite 700 Houston TX 77002 N/A PC Human Services: Stabilization and Empowerment 50000 Coastal Prairie Conservancy 5615 Kirby Dr Ste 867 Houston TX 77005 N/A PC Conservation: Environmental Protection 50000 Creative Action 1023 Springdale Rd Bldg 3 Austin TX 78721 N/A PC Arts: Student Education Programs 50000 Da Camera Society of Texas DBA DACAMERA 1402 Sul Ross St Houston TX 77006 N/A PC Arts: Student Education Programs 50000 Emancipation Park Conservancy 3018 Emancipation Ave Houston TX 77004 N/A PC Conservation: Connecting People to Nature 50000 First3Years 6119 Greenville Ave PMB 194 Dallas TX 75206 N/A PC Early Childhood Development and Education: High-Capacity Sector 50000 FotoFest Inc 2000 Edwards St Bldg C Ste 2 Houston TX 77007 N/A PC Arts: Student Education Programs 50000 FuelEd Schools Inc 8453 Cliffridge Ave La Jolla CA 92037 N/A PC Quality Public K-12 Schools: Excellent Educators 50000 Houston Area Women's Center 3077 El Camino St Houston TX 77054 N/A PC Human Services: Stabilization and Empowerment 50000 Houston Audubon Society 440 Wilchester Blvd Houston TX 77079 N/A PC Conservation: Conservation/ Environmental Education 50000 Houston Ballet Foundation 601 Preston St Houston TX 77002 N/A PC Arts: Student Education Programs 50000 Houston Botanic Garden 8205 N Bayou Drive Houston TX 77017 N/A PC Conservation: Connecting People to Nature 50000 Houston Grand Opera Association Inc 510 Preston St 5th Fl Houston TX 77002 N/A PC Arts: Student Education Programs 50000 Houston Museum of Natural Science 5555 Hermann Park Dr Houston TX 77030 N/A PC Quality Public K-12 Schools: Student Supports 50000 Houston Symphony 615 Louisiana St Ste 102 Houston TX 77002 N/A PC Arts: Student Education Programs 50000 Houston Zoo 1513 Cambridge St Houston TX 77030 N/A PC Conservation: Conservation/ Environmental Education 50000 Latinos for Education 68 Harrison Ave Suite 605 PMB 91135 Boston MA 02111 N/A PC Quality Public K-12 Schools: Excellent Educators 50000 Main Street Theater Houston 2540 Times Blvd Houston TX 77005 N/A PC Arts: Student Education Programs 50000 Museum of Fine Arts Houston Bayou Bend Collection and Gardens PO Box 6826 Houston TX 772656826 N/A PC Arts: Student Education Programs 50000 Museum of Fine Arts Houston Glassell School of Art PO Box 6826 Houston TX 77265 N/A PC Arts: Student Education Programs 50000 Performing Arts Houston 615 Louisiana Street Suite 100 Houston TX 77002 N/A PC Arts: Public Arts and Culture Access 50000 Sam Houston State University (SHSU) Box 2537 Huntsville TX 773412537 N/A GOV Human Services: Stabilization and Empowerment 50000 Shield Ranch Foundation Fund 3103 Bee Caves Road Suite 203 Austin TX 78746 N/A POF Conservation: Conservation/ Environmental Education 50000 Shoal Creek Conservancy PO Box 11520 Austin TX 78711 N/A PC Conservation: Environmental Protection 50000 Teach Plus Inc 1 Beacon St 15th Floor Suite 1500 Boston MA 02108 N/A PC Quality Public K-12 Schools: Excellent Educators 50000 The Ensemble Theatre 3535 Main Street Houston TX 77002 N/A PC Arts: Student Education Programs 50000 The SAFE Alliance PO Box 19454 Austin TX 787609454 N/A PC Human Services: Stabilization and Empowerment 50000 TreeFolks PO Box 1395 Del Valle TX 78617 N/A PC Conservation: Environmental Protection 50000 Youth and Family Alliance DBA LifeWorks 3700 S 1st St Austin TX 78704 N/A PC Human Services: Stabilization and Empowerment 50000 Zilker 351 11675 Jollyville Road Austin TX 78759 N/A PC Conservation: Connecting People to Nature 50000 Art League of Houston DBA Art League Houston 1953 Montrose Blvd Houston TX 77006 N/A PC Arts: Student Education Programs 40000 ChildBuilders 11152 Westheimer Rd 794 Houston TX 77042 N/A PC Human Services: Emotional Wellbeing 40000 Local Infant Formula for Emergencies Inc DBA LIFE Houston 2002 South Wayside Drive Houston TX 77023 N/A PC Human Services: Stabilization and Empowerment 40000 Houston Youth Symphony 4550 Post Oak Place Dr Ste 245 Houston TX 77027 N/A PC Arts: Student Education Programs 35000 Sam Houston State University (SHSU) Box 2537 Huntsville TX 773412537 N/A GOV Arts: Student Education Programs 35000 Houston Metropolitan Dance Center Inc P O Box 980457 Houston TX 77098 N/A PC Arts: Student Education Programs 30000 The Trail Conservancy 1333 Shore District Dr Suite 602 Austin TX 78741 N/A PC Conservation: Connecting People to Nature 30000 A Time 2 Read Inc PO Box 7403 Huntsville TX 77342 N/A PC Quality Public K-12 Schools: Student Supports 25000 Memorial Assistance Ministries Inc 1625 Blalock Road Houston TX 77080 N/A PC Human Services: Stabilization and Empowerment 25000 ACLU Foundation of Texas PO Box 8306 Houston TX 77288 N/A PC Designated Grant: General operating and support 15000 ACLU Foundation of Texas PO Box 8306 Houston TX 77288 N/A PC Designated Grant: General operating and support 2000 Alzheimer's Association San DiegoImperial Chapter 591 Camino de la Reina Suite 720 San Diego CA 92108 N/A PC Designated Grant: General operating and support 500 American Friends of The Ocean Cleanup Foundation 228 East 45th Street Suite 9E New York NY 10017 N/A PC Designated Grant: General operating and support 3000 American Leadership Forum 1801 Main Street Suite 910 Houston TX 77002 N/A PC Designated Grant: General operating and support 3000 Austin Public Education Foundation DBA Austin Ed Fund 4000 S IH 35 Frontage Rd Austin TX 78704 N/A PC Designated Grant: General operating and support 7000 Austin Theatre Alliance 713 Congress Ave Austin TX 78701 N/A PC Designated Grant: General operating and support 33995 Austin Theatre Alliance 713 Congress Ave Austin TX 78701 N/A PC Designated Grant: General operating and support 4500 Baylor University One Bear Place 97043 Waco TX 767987043 N/A PC Designated Grant: General operating and support 3000 Baylor University One Bear Place 97043 Waco TX 767987043 N/A PC Designated Grant: General operating and support 3000 Bayou City Blessings in a Backpack 12535 Perthshire Road Houston TX 77024 N/A PC Designated Grant: General operating and support 6000 Bo's Place 10050 Buffalo Speedway Houston TX 77054 N/A PC Designated Grant: General operating and support 515 Boys and Girls Country of Houston Inc (BGC) 18806 Roberts Road Hockley TX 77447 N/A PC Designated Grant: General operating and support 10000 Camp Allen 18800 FM 362 Navasota TX 77868 N/A PC Designated Grant: General operating and support 5000 Camp Allen 18800 FM 362 Navasota TX 77868 N/A PC Designated Grant: General operating and support 10000 Camp Allen 18800 FM 362 Navasota TX 77868 N/A PC Designated Grant: General operating and support 11000 Camp Allen 18800 FM 362 Navasota TX 77868 N/A PC Designated Grant: General operating and support 10000 Center for Reproductive Rights Inc 199 Water Street New York NY 10038 N/A PC Designated Grant: General operating and support 8000 Central Texas Food Bank 6500 Metropolis Drive Austin TX 78744 N/A PC Designated Grant: General operating and support 15000 Centre College 600 West Walnut Street Danville KY 40422 N/A PC Designated Grant: General operating and support 4849 Childrens Museum Inc DBA Children's Museum Houston 1500 Binz St Houston TX 77004 N/A PC Designated Grant: General operating and support 15500 Childrens Museum Inc DBA Children's Museum Houston 1500 Binz St Houston TX 77004 N/A PC Designated Grant: General operating and support 1175 Christ Church Cathedral 1117 Texas Avenue Houston TX 77002 N/A PC Designated Grant: General operating and support 2000 Circle Ten Council Scouting America 8605 Harry Hines Blvd Dallas TX 75235 N/A PC Designated Grant: General operating and support 25000 Circle Ten Council Scouting America 8605 Harry Hines Blvd Dallas TX 75235 N/A PC Designated Grant: General operating and support 20000 Circle Ten Council Scouting America 8605 Harry Hines Blvd Dallas TX 75235 N/A PC Designated Grant: General operating and support 15000 Community Foundation of Acadiana (CFA) 1035 Camellia Boulevard Lafayette LA 70508 N/A PC Designated Grant: General operating and support 8699 Congregation Shma Koleinu PO Box 1808 Bellaire TX 774021808 N/A PC Designated Grant: General operating and support 50 C-Stem Teacher and Student Support Services DBA C-STEM 3226 Alabama St Houston TX 77004 N/A PC Designated Grant: General operating and support 2500 Dallas 24 Hour Club Inc 4636 Ross Avenue Dallas TX 75204 N/A PC Designated Grant: General operating and support 5000 Dartmouth College 6066 Development Office Hanover NH 03755 N/A PC Designated Grant: General operating and support 10000 Dartmouth College 6066 Development Office Hanover NH 03755 N/A PC Designated Grant: General operating and support 5000 Dartmouth College 6066 Development Office Hanover NH 03755 N/A PC Designated Grant: General operating and support 25700 Dartmouth College 6066 Development Office Hanover NH 03755 N/A PC Designated Grant: General operating and support 10000 Dartmouth College 6066 Development Office Hanover NH 03755 N/A PC Designated Grant: General operating and support 5000 DeafBlind Community of Texas 213 S Roy Reynolds Drive Harker Heights TX 76548 N/A PC Designated Grant: General operating and support 6000 DeafBlind Community of Texas 213 S Roy Reynolds Drive Harker Heights TX 76548 N/A PC Designated Grant: General operating and support 8000 Dogwood Arts Festival Inc 123 W Jackson Ave Knoxville TN 37902 N/A PC Designated Grant: General operating and support 500 East Tennessee Foundation 520 W Summit Hill Drive Suite 1101 Knoxville TN 37902 N/A PC Designated Grant: General operating and support 500 Enjoyable Pain of Growth Academy DBA EPOG Academy 619 Jackson Hill Street Houston TX 77007 N/A PC Designated Grant: General operating and support 5000 Environment America Research and Policy Center Inc 1543 Wazee St Ste 410 Denver CO 80202 N/A PC Designated Grant: General operating and support 4500 Environmental Defense Fund Incorporated 257 Park Avenue South New York NY 10010 N/A PC Designated Grant: General operating and support 10000 Episcopal High School 4650 Bissonnet Bellaire TX 77401 N/A PC Designated Grant: General operating and support 13500 Ex-Students' Assn Univ Texas PO Box 7278 Austin TX 78713 N/A PC Designated Grant: General operating and support 2000 Families Empowered 2050 N Loop W Suite 230 Houston TX 77018 N/A PC Designated Grant: General operating and support 5000 FotoFest Inc 2000 Edwards St Bldg C Ste 2 Houston TX 77007 N/A PC Designated Grant: General operating and support 15000 FotoFest Inc 2000 Edwards St Bldg C Ste 2 Houston TX 77007 N/A PC Designated Grant: General operating and support 5000 Friends of MHMRA of Harris County DBA The Harris Center Foundation for Ment 9401 Southwest Fwy Houston TX 77074 N/A PC Designated Grant: General operating and support 1510 Growing Communities Inc 3753 Degnan Boulevard Los Angeles CA 90018 N/A PC Designated Grant: General operating and support 10000 Helen Keller Services 180 Livingston Street 2nd Floor Brooklyn NY 11201 N/A PC Designated Grant: General operating and support 7000 Helen Keller Services 180 Livingston Street 2nd Floor Brooklyn NY 11201 N/A PC Designated Grant: General operating and support 5000 Houston Area Parkinson Society 2700 Southwest Freeway Suite 296 Houston TX 77098 N/A PC Designated Grant: General operating and support 5000 Houston Area Parkinson Society 2700 Southwest Freeway Suite 296 Houston TX 77098 N/A PC Designated Grant: General operating and support 10000 Houston Area Women's Center 3077 El Camino St Houston TX 77054 N/A PC Designated Grant: General operating and support 9000 Houston Ballet Foundation 601 Preston St Houston TX 77002 N/A PC Designated Grant: General operating and support 10000 Houston Food Bank 535 Portwall Street Houston TX 77029 N/A PC Designated Grant: General operating and support 24000 Houston Grand Opera Association Inc 510 Preston St 5th Fl Houston TX 77002 N/A PC Designated Grant: General operating and support 10000 Houston Livestock Show and Rodeo NRG Center 3 NRG Park Houston TX 77054 N/A PC Designated Grant: General operating and support 10000 Houston Petset 4265 San Felipe Suite 1100 Houston TX 77027 N/A PC Designated Grant: General operating and support 100 Houston Public Media Foundation 4343 Elgin Houston TX 77204 N/A PC Designated Grant: General operating and support 10000 Houston SPCA 7007 Old Katy Road Houston TX 77024 N/A PC Designated Grant: General operating and support 2500 Houston SPCA 7007 Old Katy Road Houston TX 77024 N/A PC Designated Grant: General operating and support 1100 Houston Symphony 615 Louisiana St Ste 102 Houston TX 77002 N/A PC Designated Grant: General operating and support 5704 Houston Zoo 1513 Cambridge St Houston TX 77030 N/A PC Designated Grant: General operating and support 1500 Houston Zoo 1513 Cambridge St Houston TX 77030 N/A PC Designated Grant: General operating and support 2500 Howard University 2218 6th Street Northwest Washington DC 20059 N/A PC Designated Grant: General operating and support 20000 Howard University 2218 6th Street Northwest Washington DC 20059 N/A PC Designated Grant: General operating and support 10000 Humane World for Animals Inc 1255 23rd St NW Suite 450 Washington DC 20037 N/A PC Designated Grant: General operating and support 546 Interfaith Health Center 315 Gill Avenue Knoxville TN 37917 N/A PC Designated Grant: General operating and support 15000 Junior League of Houston Inc 1811 Briar Oaks Lane Houston TX 77027 N/A PC Designated Grant: General operating and support 1000 Keep Knoxville Beautiful 5100 West Martin Mill Pike Knoxville TN 37920 N/A PC Designated Grant: General operating and support 7500 Knoxville Jewish Alliance Inc 6800 Deane Hill Dr Knoxville TN 37919 N/A PC Designated Grant: General operating and support 750 Knoxville Leadership Foundation Inc 318 North Gay Street Knoxville TN 37917 N/A PC Designated Grant: General operating and support 500 Knoxville Museum of Art 1050 Worlds Fair Park Dr Knoxville TN 37916 N/A PC Designated Grant: General operating and support 500 Knoxville Symphony Orchestra 100 South Gay Street Suite 302 Knoxville TN 37902 N/A PC Designated Grant: General operating and support 10000 Laity Lodge Youth Camp 719 Earl Garrett Street Kerrville TX 78028 N/A PC Designated Grant: General operating and support 2000 Lakeshore Park Conservancy PO Box 10244 Knoxville TN 37939 N/A PC Designated Grant: General operating and support 7500 Lensic Performing Arts Center 211 West San Francisco St Santa Fe NM 87501 N/A PC Designated Grant: General operating and support 204 Main Street Theater Houston 2540 Times Blvd Houston TX 77005 N/A PC Designated Grant: General operating and support 10000 Manned Space Flight Education Foundation 1601 NASA Parkway Houston TX 77058 N/A PC Designated Grant: General operating and support 5000 MD Anderson Cancer Center PO Box 4486 Houston TX 772104486 N/A GOV Designated Grant: General operating and support 5000 Meals on Wheels Atlanta 1705 Commerce Drive Northwest Atlanta GA 30318 N/A PC Designated Grant: General operating and support 3750 Midtown Assistance Center Inc 613 Spring Street Northwest Atlanta GA 30308 N/A PC Designated Grant: General operating and support 3750 Mobile Loaves & Fishes Inc 9301 Hog Eye Road Suite 950 Austin TX 78724 N/A PC Designated Grant: General operating and support 15000 Museum of Fine Arts Houston Bayou Bend Collection and Gardens PO Box 6826 Houston TX 772656826 N/A PC Designated Grant: General operating and support 15000 Museum of Fine Arts Houston Glassell School of Art PO Box 6826 Houston TX 77265 N/A PC Designated Grant: General operating and support 38000 National Fallen Firefighters Foundation PO Drawer 498 Emmitsburg MD 21727 N/A PC Designated Grant: General operating and support 5000 National Museum of African American History & Culture 1400 Constitution Avenue Northwest Washington DC 20560 N/A PC Designated Grant: General operating and support 10000 National Society of the Colonial Dames of America in TX DBA The Neill-Cochr 2310 San Gabriel Street Austin TX 78705 N/A PC Designated Grant: General operating and support 7000 National Women's Law Center 1350 I Street Suite 700 Washington DC 20005 N/A PC Designated Grant: General operating and support 8000 Natural Resources Defense Council 40 West 20th Street New York NY 10011 N/A PC Designated Grant: General operating and support 5000 Northwestern University 1201 Davis St Evanston IL 60201 N/A PC Designated Grant: General operating and support 1500 One Simple Wish 1977 N Olden Ave 292 Trenton NJ 08618 N/A PC Designated Grant: General operating and support 25000 Orange Show Foundation PO Box 230309 Houston TX 77223 N/A PC Designated Grant: General operating and support 2500 Peace Thru Culture Inc 5083 8th Street NE Washington DC 20017 N/A PC Designated Grant: General operating and support 5000 Planned Parenthood Gulf Coast Inc 4600 Gulf Frwy Houston TX 77023 N/A PC Designated Grant: General operating and support 5000 Planned Parenthood of Greater Texas 7424 Greenville Ave Suite 206 Dallas TX 75231 N/A PC Designated Grant: General operating and support 5000 Precinct4Forward PO Box 27575 Houston TX 77227 N/A PC Designated Grant: General operating and support 10000 RAICES PO Box 786100 San Antonio TX 782786100 N/A PC Designated Grant: General operating and support 3000 Reading Partners North Texas 7950 Elmbrook Drive Dallas TX 75247 N/A PC Designated Grant: General operating and support 5000 Ronald McDonald House Charities of Central Texas Inc 1315 Barbara Jordan Blvd Austin TX 78723 N/A PC Designated Grant: General operating and support 15000 Rosedale Foundation PO Box 301746 Austin TX 78703 N/A PC Designated Grant: General operating and support 7000 Sam Houston State University (SHSU) Box 2537 Huntsville TX 773412537 N/A GOV Designated Grant: General operating and support 15000 Sam Houston State University (SHSU) Box 2537 Huntsville TX 773412537 N/A GOV Designated Grant: General operating and support 7177 Samaritan's Purse PO Box 3000 Boone NC 28607 N/A PC Designated Grant: General operating and support 2500 Save the Children 501 Kings Highway East Suite 400 Fairfield CT 06825 N/A PC Designated Grant: General operating and support 5000 School Year Abroad Inc 120 Water St Ste 310 North Andover MA 01845 N/A PC Designated Grant: General operating and support 20000 School Year Abroad Inc 120 Water St Ste 310 North Andover MA 01845 N/A PC Designated Grant: General operating and support 10000 Sea Shepherd Conservation Society PO Box 8628 Alexandria VA 22306 N/A PC Designated Grant: General operating and support 5000 SEARCH Homeless Services 1712 Pease Street Houston TX 77003 N/A PC Designated Grant: General operating and support 7500 SEARCH Homeless Services 1712 Pease Street Houston TX 77003 N/A PC Designated Grant: General operating and support 7500 Sequoyah Hills Presbyterian Church 3700 Keowee Avenue SW Knoxville TN 37919 N/A PC Designated Grant: General operating and support 1000 Shoal Creek Conservancy PO Box 11520 Austin TX 78711 N/A PC Designated Grant: General operating and support 10000 Southern Methodist University PO Box 750116 Dallas TX 752750116 N/A PC Designated Grant: General operating and support 5000 Space Workforce Incubator for Texas 4830 Twin Valley Drive Austin TX 78731 N/A PC Designated Grant: General operating and support 10000 St Andrew's Episcopal Church 1819 Heights Boulevard Houston TX 77008 N/A PC Designated Grant: General operating and support 6000 St John's School 2401 Claremont Houston TX 770199961 N/A PC Designated Grant: General operating and support 15000 St John's School 2401 Claremont Houston TX 770199961 N/A PC Designated Grant: General operating and support 5000 St John's School 2401 Claremont Houston TX 770199961 N/A PC Designated Grant: General operating and support 500 St John's School 2401 Claremont Houston TX 770199961 N/A PC Designated Grant: General operating and support 2000 Stanford University 326 Galvez Street Stanford CA 943056105 N/A PC Designated Grant: General operating and support 2000 Stephen Siller Tunnel to Towers Foundation DBA Tunnel to Towers Foundation 2361 Hylan Boulevard Staten Island NY 10306 N/A PC Designated Grant: General operating and support 550 Tallowood Baptist Church 555 Tallowood Road Houston TX 77024 N/A PC Designated Grant: General operating and support 6000 Target Hunger 1260 Shotwell Street Houston TX 77020 N/A PC Designated Grant: General operating and support 25000 Target Hunger 1260 Shotwell Street Houston TX 77020 N/A PC Designated Grant: General operating and support 5000 Texas Lyceum 1321 Antoine Drive Houston TX 77055 N/A PC Designated Grant: General operating and support 5000 Texas State University Development Foundation 601 University Dr San Marcos TX 786664684 N/A PC Designated Grant: General operating and support 7000 The Awty International School 7455 Awty School Lane Houston TX 77055 N/A PC Designated Grant: General operating and support 1800 The Beacon of Downtown Houston DBA The Beacon 1117 Texas Ave Houston TX 77002 N/A PC Designated Grant: General operating and support 10000 The Blue Bird Circle 615 West Alabama Street Houston TX 77006 N/A PC Designated Grant: General operating and support 5000 The Community Foundation of the Texas Hill Country Inc 241 Earl Garrett Street Kerrville TX 78028 N/A PC Designated Grant: General operating and support 1000 The Lilith Fund PO Box 684949 Austin TX 78768 N/A PC Designated Grant: General operating and support 5000 The Lilith Fund PO Box 684949 Austin TX 78768 N/A PC Designated Grant: General operating and support 2000 The Nashville Food Project 5904 California Ave Nashville TN 37209 N/A PC Designated Grant: General operating and support 10000 The National World War II Museum Inc 945 Magazine St New Orleans LA 70130 N/A PC Designated Grant: General operating and support 5792 The Nehemiah Center Inc 5015 Fannin St Houston TX 77004 N/A PC Designated Grant: General operating and support 1500 The Philanthropy Workshop Inc DBA Forward Global 110 East 25th Street New York NY 10010 N/A PC Designated Grant: General operating and support 2500 The Salvation Army 1500 Austin Houston TX 77002 N/A PC Designated Grant: General operating and support 40000 The Texas Tribune 919 Congress Ave Sixth Floor Austin TX 78701 N/A PC Designated Grant: General operating and support 10000 The University of North Carolina at Chapel Hill Arts and Sciences Foundatio 523 E Franklin Street Chapel Hill NC 27514 N/A PC Designated Grant: General operating and support 5000 Touch Base Center for the Deafblind 15 Azalea Trail Lane Bellaire TX 77401 N/A PC Designated Grant: General operating and support 6000 Touch Base Center for the Deafblind 15 Azalea Trail Lane Bellaire TX 77401 N/A PC Designated Grant: General operating and support 5000 Transgender Law Center PO Box 70976 Oakland CA 946120976 N/A PC Designated Grant: General operating and support 8000 Transmit Receive Labs Inc 6501 Navigation Blvd Suite A0 Houston TX 77011 N/A PC Designated Grant: General operating and support 5000 Twelve Days of Christmas Inc 1415 S Voss Rd Suite 110 PMB 215 Houston TX 77057 N/A PC Designated Grant: General operating and support 2500 University of Arizona Foundation 1111 North Cherry Avenue Tucson AZ 857210109 N/A PC Designated Grant: General operating and support 19000 University of Arizona Foundation 1111 North Cherry Avenue Tucson AZ 857210109 N/A PC Designated Grant: General operating and support 5000 University of North Carolina at Wilmington 601 College Road Wilmington NC 28403 N/A GOV Designated Grant: General operating and support 30000 University of Texas at Austin The McCombs School of Business ATTN UT McCombs Real Estate Center Austin TX 78712 N/A GOV Designated Grant: General operating and support 5000 Ursuline Academy of Dallas Foundation Inc 4900 Walnut Hill Lane Dallas TX 75229 N/A PC Designated Grant: General operating and support 10000 Waterfront Botanical Gardens Inc PO Box 5056 Louisville KY 40255 N/A PC Designated Grant: General operating and support 2000 Waterloo Greenway Conservancy 1111 Red River St Austin TX 78701 N/A PC Designated Grant: General operating and support 15000 Waterloo Greenway Conservancy 1111 Red River St Austin TX 78701 N/A PC Designated Grant: General operating and support 2500 Waterloo Greenway Conservancy 1111 Red River St Austin TX 78701 N/A PC Designated Grant: General operating and support 15000 Waterloo Greenway Conservancy 1111 Red River St Austin TX 78701 N/A PC Designated Grant: General operating and support 5000 Zilker 351 11675 Jollyville Road Austin TX 78759 N/A PC Designated Grant: General operating and support 30000 Austin Together Fund DBA Austin Together 3908 Ave B Austin TX 78751 N/A PC Other: General operating, support, programs, and initiatives 1000 Christ Church Cathedral 1117 Texas Avenue Houston TX 77002 N/A PC Other: General operating and support 12500 Grantmakers for Education 400 SE 103rd Dr 33348 Portland OR 97216 N/A PC Other: General operating, support, programs, and initiatives 4500 National Center for Family Philanthropy Inc 1667 K Street NW Washington DC 20006 N/A PC Other: General operating, support, programs, and initiatives 5000 Philanthropy Southwest 1910 Pacific Ave Ste 13500 Dallas TX 75201 N/A PC Other: General operating, support, programs, and initiatives 6050 Randolph College 2500 Rivermont Avenue Lynchburg VA 245031526 N/A PC Other: General operating and support 12500 20425720 Austin 2030 Network co Social Good Fund Inc PO Box 5332 Austin TX 78763 N/A PC Post-Secondary Pathways: Post-Secondary Access and Success 178000 Boys & Girls Club of Walker County PO Box 8600 Huntsville TX 77340 N/A PC Post-Secondary Pathways: Post-Secondary Access and Success 150000 Boys & Girls Club of Walker County PO Box 8600 Huntsville TX 77340 N/A PC Post-Secondary Pathways: Post-Secondary Access and Success 150000 Communities In Schools of Central Texas 2521 East St Elmo Rd Austin TX 78744 N/A PC Quality Public K-12 Schools: Student Supports 100000 Trees For Houston 1911 W 34th Street Houston TX 77018 N/A PC Conservation: Environmental Protection 100000 Trees For Houston 1911 W 34th Street Houston TX 77018 N/A PC Conservation: Environmental Protection 100000 Alley Theatre 615 Texas Ave Houston TX 77002 N/A PC Arts: Student Education Programs 50000 Alley Theatre 615 Texas Ave Houston TX 77002 N/A PC Arts: Student Education Programs 50000 Coastal Prairie Conservancy 5615 Kirby Dr Ste 867 Houston TX 77005 N/A PC Conservation: Environmental Protection 50000 Coastal Prairie Conservancy 5615 Kirby Dr Ste 867 Houston TX 77005 N/A PC Conservation: Environmental Protection 50000 Emancipation Park Conservancy 3018 Emancipation Ave Houston TX 77004 N/A PC Conservation: Connecting People to Nature 50000 Emancipation Park Conservancy 3018 Emancipation Ave Houston TX 77004 N/A PC Conservation: Connecting People to Nature 50000 Houston Ballet Foundation 601 Preston St Houston TX 77002 N/A PC Arts: Student Education Programs 50000 Houston Ballet Foundation 601 Preston St Houston TX 77002 N/A PC Arts: Student Education Programs 50000 Houston Botanic Garden 8205 N Bayou Drive Houston TX 77017 N/A PC Conservation: Connecting People to Nature 50000 Houston Botanic Garden 8205 N Bayou Drive Houston TX 77017 N/A PC Conservation: Connecting People to Nature 50000 Houston Grand Opera Association Inc 510 Preston St 5th Fl Houston TX 77002 N/A PC Arts: Student Education Programs 50000 Houston Grand Opera Association Inc 510 Preston St 5th Fl Houston TX 77002 N/A PC Arts: Student Education Programs 50000 Houston Zoo 1513 Cambridge St Houston TX 77030 N/A PC Conservation: Conservation/ Environmental Education 50000 Houston Zoo 1513 Cambridge St Houston TX 77030 N/A PC Conservation: Conservation/ Environmental Education 50000 Main Street Theater Houston 2540 Times Blvd Houston TX 77005 N/A PC Arts: Student Education Programs 50000 Main Street Theater Houston 2540 Times Blvd Houston TX 77005 N/A PC Arts: Student Education Programs 50000 Urban Harvest Inc 1911 W 34th Street Houston TX 77018 N/A PC Human Services: Stabilization and Empowerment 50000 Zilker 351 11675 Jollyville Road Austin TX 78759 N/A PC Conservation: Connecting People to Nature 50000 Houston Youth Symphony 4550 Post Oak Place Dr Ste 245 Houston TX 77027 N/A PC Arts: Student Education Programs 35000 Houston Youth Symphony 4550 Post Oak Place Dr Ste 245 Houston TX 77027 N/A PC Arts: Student Education Programs 35000 Sam Houston State University (SHSU) Box 2537 Huntsville TX 773412537 N/A GOV Arts: Student Education Programs 35000 Houston Metropolitan Dance Center Inc P O Box 980457 Houston TX 77098 N/A PC Arts: Student Education Programs 30000 Houston Metropolitan Dance Center Inc P O Box 980457 Houston TX 77098 N/A PC Arts: Student Education Programs 30000 A Time 2 Read Inc PO Box 7403 Huntsville TX 77342 N/A PC Quality Public K-12 Schools: Student Supports 25000 1868000 14 72501 14 7121880 18 41861420 0 49055801 0 49055801 0 0 0 0 0 0 0 0 0 0 Tax compliance 7000 3500 3300 1,500,000 Adobe Inc Note 2.300% 02/01/2030 1418825 1418825 1,500,000 Amazon.com Inc Note 3.600% 04/13/2032 1466085 1466085 500,000 Enterprise Products Operating LLC Note 3.950% 02/15/2027 507926 507926 1,500,000 Home Depot Inc Note 2.950% 06/15/2029 1453397 1453397 1,500,000 JPMorgan Chase & Co Note 2.950% 10/01/2026 1501328 1501328 1,500,000 Mastercard Inc Note 3.350% 03/26/2030 1477995 1477995 1,500,000 Morgan Stanley Ser I Mtn 3.625% 01/20/2027 1520418 1520418 500,000 PepsiCo Inc Note 2.375% 10/06/2026 497799 497799 1,000,000 PepsiCo Inc Note 2.625% 07/29/2029 965553 965553 500,000 Philip Morris International Inc Note 2.750% 02/25/2026 503897 503897 1,000,000 Philip Morris International Inc Note 3.375% 08/15/2029 988300 988300 500,000 State Street Corp Note 2.650% 05/19/2026 499416 499416 1,500,000 Union Pacific Corp Note 5.100% 02/20/2035 1575852 1575852 1,500,000 Visa Inc Note 2.050% 04/15/2030 1396527 1396527 1,500,000 Wells Fargo & Co Note 3.000% 10/23/2026 1497535 1497535 39,640 Abbott Laboratories 4966496 4966496 9,875 Adobe Inc 3456151 3456151 78,500 Alphabet Inc Class C 24633300 24633300 92,900 Amazon.com Inc 21443178 21443178 58,975 Apple Inc 16032943 16032943 2,893,356 Artisan International Fund Inst 86974278 86974278 6,775 ASML Holding NV 7248301 7248301 66,200 AstraZeneca PLC 6085766 6085766 12,440 Automatic Data Processing Inc 3221089 3221089 58,600 BAE Systems PLC 5442768 5442768 9,905 BlackRock Inc 9638412 9638412 14,975 Broadridge Financial Solutions Inc 3356571 3356571 56,235 Canadian Pacific Kansas City Ltd 4149782 4149782 39,939 Chevron Corporation 6087103 6087103 11,200 CME Group Inc 3058496 3058496 50,033 Coca-Cola Co 3497807 3497807 41,700 Costar Group Inc 2803908 2803908 7,000 Deere & Co 3270330 3270330 21,200 Eaton Corp Plc 6752412 6752412 6,100 Eli Lilly And Co 6555548 6555548 49,250 EOG Resources Inc 5171742 5171742 13,500 Gartner Inc Com 3405780 3405780 8,500 Home Depot Inc 2924850 2924850 42,175 Intercontinental Exchange Inc 6830663 6830663 14,150 Intuit Inc 9373243 9373243 13,425 Intuitive Surgical, Inc. 7603383 7603383 25,000 LVMH Moet Hennessy Louis Vuitton 3770250 3770250 13,250 Marriott International Inc 4110680 4110680 15,100 Mastercard Inc 8620288 8620288 19,830 McDonald's Corp 6060643 6060643 20,050 Meta Platforms Inc 13234805 13234805 48,960 Microsoft Corp 23678035 23678035 124,750 Nvidia Corp 23265875 23265875 17,000 Old Dominion Freight Line Inc 2665600 2665600 13,825 Otis Worldwide Corp 1207614 1207614 32,525 Philip Morris International 5264822 5264822 20,960 Progressive Corp 4773011 4773011 13,815 S&P Global Inc 7219581 7219581 32,500 Servicenow Inc 4978675 4978675 9,175 Sherwin-Williams Co 2972975 2972975 27,925 Taiwan Semiconductor Manufacturing 8508340 8508340 39,895 Texas Instruments Inc 6921384 6921384 18,445 UnitedHealth Group Inc 6088879 6088879 650,253 Vanguard Mid-Cap Index Fund Inst 51617074 51617074 9,950 Verisk Analytics, Inc. 2225716 2225716 27,725 Visa Inc 9723435 9723435 10,000 Zoetis Inc 1258200 1258200 7651813 7651813 0 0 General counsel 7138 0 6713 Bank charges 18548 18548 0 Dues and subscriptions 2830 142 1900 Insurance 7051 353 9827 Office expense 21291 1065 20893 Payroll processing fees 10813 541 10272 Software expense 13653 0 13872 Technology expense 6595 330 7164 Telephone 5118 256 4561 Unrealized appreciation in value of investments 11364579 Difference between cost and fair market value of noncash grants 3661372 Administrative consultation and support 34160 0 34160 Human resources and recruitment 51069 0 51069 Information technology services 21113 0 21443 Investment management fees 752870 752870 0 Professional development 21716 0 16248 Strategic planning 23536 0 23536 Excise tax 668638 0 0 Foreign tax 89296 89296 0