2024-05-06T06:46:27-05:00 2023-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2023-01-01 311741790 Mr and Mrs Nelson Rusche Foundation MRAN 9362282226 9582 Escondido Drive Willis TX 77318 Michele Rosas Executive Director 9362282226 2024-05-06 1 Michele Rosas 999009999 0 Kurt Coburn P01638285 7134395739 2024-05-06 0 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 43222534 X X 678368 678368 68688 14941066 68688 747056 747056 43250 6487 36763 3309 496 2813 525 0 525 105435 105435 0 1759 59 1700 154278 112477 41801 1985000 1985000 2139278 112477 2026801 -1392222 634579 18709 34367 34367 1566610 2188519 2188519 167172 5600519 6216735 6077828 25372727 22976000 28527219 7029772 6704721 6394601 39755509 38120342 43222534 0 0 X 0 0 0 0 39755509 38120342 39755509 38120342 39755509 38120342 39755509 -1392222 0 38363287 242945 38120342 Publicly traded securities 14941066 14872378 68688 68688 68688 8821 0 8821 0 8821 50000 0 0 0 50000 0 41179 41179 0 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/Director 1.00 0 0 0 Holly Michele Rosas 9582 Escondido Drive Willis TX 77318 Exec Director/VP/Sec/Director 15.00 43250 0 0 Jordan Brooke Jefferys 9582 Escondido Drive Willis TX 77318 Director 1.00 0 0 0 NONE 0 Vaughan Nelson Investment Management 600 Travis St Ste 3800 Houston TX 77002 Investment management 105435 0 0 39961668 1550659 0 41512327 0 0 41512327 622685 40889642 2044482 2044482 8821 8821 2035661 0 2035661 0 2035661 2026801 0 2026801 2035661 674039 0 0 2026801 674039 0 0 1352762 0 0 0 0 0 0 0 0 682899 0 0 0 X American Red Cross 2700 Southwest Freeway Houston TX 77098 N/A PC General Support 15000 Any Baby Can 6207 Sheridan Avenue Austin TX 78723 N/A PC General Support 25000 Assistance League Montgomery County 126 North San Jacinto Street Conroe TX 77300 N/A PC General Support 10000 Austin Angels 9901 Brodie Lane Suite 160 PMB 255 Austin TX 78748 N/A PC General Support 15000 Austin Child Guidance Center 810 West 45th Street Austin TX 78751 N/A PC General Support 20000 Austin Community Foundation 4315 Guadalupe Street 300 Austin TX 78751 N/A PC General Support for Beautifully Loved Fund 10000 Austin Sunshine Camps PO Box 161270 Austin TX 78716 N/A PC General Support 30000 Battleship Texas Foundation One Riverway Houston TX 77056 N/A PC Ship Restoration Capital Campaign 100000 Breakthrough Central Texas 1050 East 11th Street Suite 350 Austin TX 78702 N/A PC General Support & Student and Family Support Fund 30000 Camp For All Foundation 3701 Kirby Drive Suite 570 Houston TX 77098 N/A PC General Support 25000 Central Texas Food Bank 6500 Metropolis Drive Austin TX 78744 N/A PC General Support 10000 Communities in Schools of Central Texas 3000 South IH-35 Suite 200 Austin TX 78704 N/A PC General Support & Male Student Success Coalition 50000 Con Mi MADRE 1825 Fortview Road Suite 114 Austin TX 78704 N/A PC General Support, Scholarships, and Con Mi Hermano 75000 DePelchin Children's Center 4950 Memorial Drive Houston TX 77007 N/A PC General Support 50000 Dress for Success Austin 3000 South IH-35 Suite 180 Austin TX 78704 N/A PC General Support 10000 Fertility Foundation of Texas 3801 North 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 Operations & Building Maintenance at Downtown Campus 150000 Girls Empowerment Network PO Box 3122 Austin TX 78764 N/A PC General Support 20000 God's Garage 2100 East Davis Street Conroe TX 77301 N/A PC General Support 5000 Hand to Hold 12325 Hymeadow Drive Suite 4-102 Austin TX 78750 N/A PC General Support 15000 House of Peace 502 Eldridge Road Sugarland TX 77478 N/A PC General Support 20000 Jeremiah Program Austin PO Box 860819 Minneapolis MN 554860819 N/A PC Child Development Center to Help Repurchase Stolen Items 5000 Lowe Syndrome Association Inc 8190 Beechmont Avenue Suite 111 Cincinnati OH 45255 N/A PC General Support 50000 Make-A-Wish Central and South Texas 3600 Bee Caves Road Suite 100 Austin TX 78746 N/A PC General Support 30000 Montgomery County Crime Stoppers Inc 39 North Heritage Hill Circle The Woodlands TX 77381 N/A PC General Support 30000 Montgomery County Food Bank 1 Food for Life Way Conroe TX 77385 N/A PC General Support 10000 Mothers' Milk Bank at Austin 5925 Dillard Circle Austin TX 78752 N/A PC Charitable Assistance Program 30000 New Danville 10951 Shepard Hill Road Willis TX 77318 N/A PC General Support 10000 Pop-Up Birthday 101 Westlake Drive Suite 210 Austin TX 78746 N/A PC General Support 10000 Ronald McDonald House Charities of Central Texas 1315 Barbara Jordan Blvd Austin TX 78723 N/A PC Expansion Campaign 30000 SEARCH Homeless Services 2015 Congress Street Houston TX 77002 N/A PC General Support 50000 SFASU Foundation PO Box 6092 SFA Station Nacogdoches TX 75962 N/A PC Scholarships & Student Emergency Aid Program 525000 SIRE PO Box 924067 Houston TX 77292 N/A PC General Support 50000 Snowdrop Foundation Inc PO Box 19808 Houston TX 77224 N/A PC General Support 100000 Sunrise Homeless Navigation Center 4430 Menchaca Road Austin TX 78745 N/A PC General Support 10000 Sustainable Food Center 2921 East 17th Street Building C Austin TX 78702 N/A PC General Support 50000 The Council on Recovery PO Box 2768 Houston TX 77252 N/A PC General Support 50000 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 General Support for The Hartz Family Osteosarcoma Fund 10000 The SAFE Alliance PO Box 19454 Austin TX 78760 N/A PC General Support 15000 The Seton Fund 1206 West 38th Street Suite 4200 Austin TX 78705 N/A PC Women First Campaign & Dell Seton 125000 Tourette Association of Texas 3919 River Forest Drive Richmond TX 77406 N/A PC General Support 20000 Urban Roots PO Box 17932 Austin TX 78760 N/A PC General Support 20000 Youth Justice Alliance 1700 South Lamar Boulevard Suite 338 Austin TX 78704 N/A PC General Support 15000 1985000 0 14 678368 18 68688 0 747056 0 747056 0 0 0 0 0 0 0 0 0 0 Form 990-PF, Part XII, Line 2a The foundation's 2022 Form 990-PF reported excess distributions of $377,763. The foundation has recalculated its undistributed income for tax year 2022 to be $674,039. There were no excess distributions from 2022. American Express Co 3%24 Due 10/30/24 375118 367682 Oracle Corp 2.5%25 Due 04/01/25 306316 290452 Goldman Sachs Int Var 25 Due 09/29/25 413710 393238 Bristol-Myers Sq 0.75%25 Due 11/13/25 396411 372728 Morgan Stanley 3.875%26 Due 01/27/26 532941 488678 The Boeing Co 2.75%26 Due 02/01/26 460721 430093 JPMorgan Chase & Var 26 Due 04/22/26 152828 143720 U.S. Bancorp 3.1%26 Due 04/27/26 406187 407470 Chubb INA Holdin 3.35%26 Due 05/03/26 389987 388999 The Allstate Cor 3.28%26 Due 12/15/26 150039 145020 Amazon.com, Inc. 3.3%27 Due 04/13/27 376385 364372 The Home Depot, I 2.5%27 Due 04/15/27 312633 282877 Bank of America C Var 27 Due 07/22/27 432905 458517 Interntnl Busines 6.5%28 Due 01/15/28 220377 214547 Wells Fargo & Co Var 28 Due 05/22/28 429883 381093 JPMorgan Chase & Var 28 Due 06/01/28 170911 159872 Duke Energy Flori 3.8%28 Due 07/15/28 208144 194344 Ntnl Rural Utilit 3.7%29 Due 03/15/29 303973 283724 Unitedhealth Grou 5.3%30 Due 02/15/30 360851 366766 Nevada Power Co 2.4%30 Due 05/01/30 304401 260409 Accenture Plc / 2,455 shares 796660 861484 Alphabet Inc. / 8,325 shares 890830 1162919 Amazon.com, Inc / 8,325 shares 838771 1264900 Aon Plc / 2,260 shares 439836 657705 Berkshire Hathaway / 2,400 shares 712470 855984 Chemed Corp / 775 shares 376097 453181 Danaher Corp / 2,945 shares 724140 681296 Dexcom Inc / 5,470 shares 554502 678772 Estee Lauderco Inc / 3,115 shares 431229 455569 Hess Corp / 4,315 shares 651057 622050 Intercontinental Exc / 9,295 shares 1084565 1193757 Johnson & Johnson / 3,195 shares 530813 500784 JPMorgan Chase & Co / 3,780 shares 554595 642978 Kosmos Energy Ltd / 93,360 shares 345387 626446 Microsoft Corp / 4,395 shares 249423 1652696 Monolithic Power Sys / 1,715 shares 818763 1081788 Nextera Energy Inc / 8,520 shares 635160 517505 Nvidia Corp / 1,700 shares 214768 841874 O Reilly Automotive / 995 shares 928307 945330 Saia Inc / 2,455 shares 696200 1075830 Salesforce Inc / 4,215 shares 629913 1109135 Sherwin Williams Co / 3,565 shares 888900 1111924 Union Pacific Corp / 2,990 shares 476600 734404 Verisign Inc / 3,630 shares 674759 747635 Verisk Analytics Inc / 2,880 shares 566878 687917 Walt Disney Co / 5,115 shares 476770 461833 Wheaton Precious Metal / 16,775 shares 647244 827679 Zoetis Inc / 4,615 shares 881381 910863 Vaughan Nelson Internati / 360,973.1410 shares 4888076 4663773 Prologis Inc. / REIT / 3,745 shares 371906 499208 6216735 6077828 0 0 General governance and counsel 525 0 525 Reverse prior period accrual 167172 Tax basis adjustment 75773 Payroll service fees 392 59 333 Insurance 76 0 76 Professional development 49 0 49 State filing fees 5 0 5 Office expenses 1237 0 1237 Investment management fees 105435 105435 0