2024-05-07T19:37:09-05:00 2023-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2023-01-01 746104592 The Powell Foundation POWE 7135237557 2001 Kirby Drive 1011 Houston TX 77019 Katherine Osborne Valdez President/Dir 7135237557 2024-04-30 1 Katherine Osborne Valdez 999009999 1 Barbara Murphy P01386215 7134395739 2024-04-19 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 421222742 X X 184765 184765 6636268 6636268 16013374 34524119 16013374 22834407 22834407 84119 4940 79179 871258 43563 827695 252417 12776 240961 10284 0 13281 7800 3900 3600 707894 653277 69076 417733 112253 0 99715 4986 96544 71596 3347 68257 66890 18356 46909 2589706 857398 1445502 17577548 17526704 20167254 857398 18972206 2667153 21977009 780477 975934 975934 2142613 4242533 4242533 102156 102156 102156 36525 36798 36798 3065226 3184289 3184289 345928792 391323962 391323962 20332273 20887070 20887070 470000 470000 470000 470000 372755906 421222742 421222742 46470 108948 1120000 1273000 1166470 1381948 X 371589436 419840794 371589436 419840794 372755906 421222742 371589436 2667153 45584205 419840794 0 419840794 Publicly traded securities 33414899 18510745 14904154 14904154 Capital gain distributions P 1109220 1109220 1109220 16013374 305480 0 305480 0 305480 206000 0 0 0 206000 X 0 99480 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 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 1011 Houston TX 77019 Board President/Director 20.00 84119 3365 0 Ben H Powell V 2001 Kirby Drive 1011 Houston TX 77019 VP/Assistant Treasurer/Director 2.00 0 0 0 Charles F Caldwell 2001 Kirby Drive 1011 Houston TX 77019 Secretary/Director 3.00 0 0 0 Harvin C Moore IV 2001 Kirby Drive 1011 Houston TX 77019 Treasurer/Director 2.00 0 0 0 Terry Bruner 2001 Kirby Drive 1011 Houston TX 77019 Director 1.00 0 0 0 Marian M Casey 2001 Kirby Drive 1011 Houston TX 77019 Director 4.00 0 0 0 Thao Costis 2001 Kirby Drive 1011 Houston TX 77019 Director 3.00 0 0 0 Katherine P Hill 2001 Kirby Drive 1011 Houston TX 77019 Director 1.00 0 0 0 Elizabeth K Moore 2001 Kirby Drive 1011 Houston TX 77019 Director 1.00 0 0 0 Thomas B Osborne 2001 Kirby Drive 1011 Houston TX 77019 Director 1.00 0 0 0 Ben H Powell VI 2001 Kirby Drive 1011 Houston TX 77019 Director 3.00 0 0 0 Eleisha Nelson-Reed 2001 Kirby Drive 1011 Houston TX 77019 Executive Director 40.00 260088 36885 0 Anne Kuo Phan 2001 Kirby Drive 1011 Houston TX 77019 Controller 40.00 130956 17967 0 Nicole Moore-Kriel 2001 Kirby Drive 1011 Houston TX 77019 Program Officer 40.00 105264 37183 0 Angel Harvey King 2001 Kirby Drive 1011 Houston TX 77019 Program Officer 40.00 105333 25727 0 Makia A Thomas 2001 Kirby Drive 1011 Houston TX 77019 Program Officer 40.00 111250 14977 0 2 Fayez Sarofim & Co 909 Fannin St Houston TX 77010 Investment management 653277 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. 2619 0 392597334 4457797 0 397055131 0 0 397055131 5955827 391099304 19554965 19554965 305480 305480 19249485 0 19249485 0 19249485 18972206 0 18972206 19249485 18540157 0 0 18972206 18540157 0 0 432049 0 0 0 0 0 0 0 0 18817436 0 0 0 httpspowellfoundationorgapplication 2001 Kirby Drive Suite 1011 Houston TX 77019 7135237557 info@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. 2023 Giving: Education $11.1M (68%) and Supportive Communities: the Arts $1.3M (8%), Conservation $2.6M (16%), and Human Services $1.5M (9%). See Statement 13 for restrictions or limitations on awards. Equal Opportunity Schools 5601 6th Ave S Seattle WA 98108 N/A PC Post-Secondary Pathways: Post-secondary readiness initiatives 866570 SPARK PO Box 1562 Houston TX 77251 N/A PC Conservation: Community access to parks and urban greenspaces 801814 The University of Texas Foundation - Charles A Dana Center 3925 W Braker Lane Suite 3801 Austin TX 78759 N/A PC Quality Public K-12 Schools: Excellent educator initiatives 597621 Breakthrough 1050 East 11th St Suite 350 Austin TX 78702 N/A PC Post-Secondary Pathways: Post-secondary access, success, and completion initiatives 493384 Willow Waterhole Greenspace Conservancy Inc PO Box 35676 Houston TX 77235 N/A PC Conservation: Community access to parks and urban greenspaces 492960 The University of Texas Foundation - The University of Texas at Austin Coll 9011 Mountain Ridge Dr 150 Austin TX 78759 N/A PC Quality Public K-12 Schools: Excellent educator initiatives 475000 Holdsworth Center 4907 Ranch Rd 2222 Austin TX 78731 N/A PC Quality Public K-12 Schools: Excellent educator initiatives 400000 Texas Association for the Education of Young Children PO Box 4997 Austin TX 78765 N/A PC Early Childhood Development and Education: High-quality early learning initiatives 400000 E3 Alliance 5930 Middle Fiskville Rd Suite 507 Austin TX 78752 N/A PC Aligned Cradle to Career Education System: Data, research, and advocacy efforts 300000 Improving Education Inc 1100 N Chester St Baltimore MD 21213 N/A PC Early Childhood Development and Education: Parent, family, and caregiver support 300000 Mental Health America of Greater Houston Inc 2211 Norfolk St Suite 810 Houston TX 77098 N/A PC Human Services: Emotional well-being support 300000 William Marsh Rice University - Texas Policy Lab 6100 Main St Houston TX 77005 N/A PC Early Childhood Development and Education: Data, research, and policy initiatives 300000 United Way of Greater Houston 50 Waugh Dr Houston TX 77007 N/A PC Early Childhood Development and Education: High-quality early learning initiatives 300000 Texas Tech Foundation Inc - US PREP PO Box 45025 Lubbock TX 79409 N/A PC Quality Public K-12 Schools: Excellent educator initiatives 300000 Kids' Meals Inc 330 Garden Oaks Blvd Houston TX 77018 N/A PC Human Services: Food/housing insecurity or other stabilization and empowerment efforts 250000 Meadows Mental Health Policy Institute for Texas PO Box 140836 Dallas TX 75214 N/A PC Early Childhood Development and Education: Parent, family, and caregiver support 250000 American National Standards Institute - Workcred Inc 1899 L St NW 11th Floor Washington DC 20036 N/A PC Post-Secondary Pathways: Data, research, and policy initiatives 250000 Austin Children's Museum - Thinkery 1830 Simond Ave Austin TX 78723 N/A PC Early Childhood Development and Education: High-quality early learning initiatives 225000 Breakthrough 1050 East 11th St Suite 350 Austin TX 78702 N/A PC Post-Secondary Pathways: Post-secondary access, success, and completion initiatives 200000 Communities Foundation of Texas - Educate Texas 5500 Caruth Haven Lane Dallas TX 75225 N/A PC Aligned Cradle to Career Education System: Data, research, and advocacy efforts 200000 Communities in Schools of Central Texas 3000 S IH 35 Suite 200 Austin TX 78704 N/A PC Quality Public K-12 Schools: Student support 200000 DiscoverU 7676 Hillmont St Suite 239 Houston TX 77040 N/A PC Post-Secondary Pathways: Post-secondary readiness initiatives 200000 Environmental Defense Fund Incorporated 257 Park Ave South New York NY 10010 N/A PC Conservation: Educational programming and initiatives for children and youth 200000 TEACH-Org Inc 2443 Fillmore St 380-9883 San Francisco CA 94115 N/A PC Quality Public K-12 Schools: Excellent educator initiatives 200000 William Marsh Rice University - School Literacy & Culture MS 147 PO Box 1892 Houston TX 77251 N/A PC Early Childhood Development and Education: High-quality early learning initiatives 200000 Young Audiences Inc of Houston 675 Bering Dr Suite 300 Houston TX 77057 N/A PC Arts: Educational programming and initiatives for children and youth 200000 Children At Risk Inc 2900 Weslayan St Houston TX 77027 N/A PC Early Childhood Development and Education: Data, research, and policy initiatives 150000 Communities In Schools of Houston Inc 1111 North Loop West Suite 300 Houston TX 77008 N/A PC Quality Public K-12 Schools: Student support 150000 FuelEd Schools Inc 4201 Main St Suite 200-165 Houston TX 77002 N/A PC Quality Public K-12 Schools: Excellent educator initiatives 150000 Texans Care for Children Inc 1016 La Posada Dr Suite 240 Austin TX 78752 N/A PC Early Childhood Development and Education: Data, research, and policy initiatives 150000 United Way for Greater Austin 5930 Middle Fiskville Rd 5th Floor Austin TX 78752 N/A PC Early Childhood Development and Education: High-quality early learning initiatives 150000 University of Houston - Downtown College of Public Service 1 Main St Suite S990 Houston TX 77002 N/A GOV Quality Public K-12 Schools: Excellent educator initiatives 150000 Complete College America Inc 350 Massachusetts Ave Suite 300 Indianapolis IN 46204 N/A PC Post-Secondary Pathways: Data, research, and policy initiatives 125000 First3Years 15851 Dallas Pkwy Suite 106 Addison TX 75001 N/A PC Early Childhood Development and Education: Parent, family, and caregiver support 125000 Alliance of Community Assistance Ministries Inc - Greater Houston Opportuni 710 North Post Oak Road Suite 210 Houston TX 77024 N/A PC Post-Secondary Pathways: Post-secondary access, success, and completion initiatives 100000 Boys and Girls Clubs of Greater Houston Inc 815 Crosby St Houston TX 77019 N/A PC Quality Public K-12 Schools: Student support 100000 Breakthrough Houston 2401 Claremont Ln Houston TX 77019 N/A PC Post-Secondary Pathways: Post-secondary access, success, and completion initiatives 100000 BridgeYear 3414 Eastside St Houston TX 77098 N/A PC Post-Secondary Pathways: Post-secondary access, success, and completion initiatives 100000 Children's Museum Inc 1500 Binz St Houston TX 77004 N/A PC Early Childhood Development and Education: Parent, family, and caregiver support 100000 Coastal Prairie Conservancy 5615 Kirby Dr Suite 867 Houston TX 77005 N/A PC Conservation: Environmental protection efforts 100000 CollegeSpring Inc 1990 N California Blvd Suite 20 Walnut Creek CA 94596 N/A PC Post-Secondary Pathways: Post-secondary access, success, and completion initiatives 100000 Friends of the Children - Austin 1023 Springdale Rd Bldg 13C Austin TX 78721 N/A PC Post-Secondary Pathways: Post-secondary readiness initiatives 100000 GENAustin (Girls Empowerment Network Austin) PO Box 3122 Austin TX 78764 N/A PC Human Services: Emotional well-being support 100000 Genesys Works - Houston 3100 Main St Suite 702 Houston TX 77002 N/A PC Post-Secondary Pathways: Post-secondary readiness initiatives 100000 Hermann Park Conservancy 1700 Hermann Dr Houston TX 77004 N/A PC Conservation: Community access to parks and urban greenspaces 100000 KIPP Texas Inc PO Box 676718 Dallas TX 75267 N/A PC Early Childhood Development and Education: High-quality early learning initiatives 100000 Main Street Theater Houston 2540 Times Blvd Houston TX 77005 N/A PC Arts: Educational programming and initiatives for children and youth 100000 Memorial Park Conservancy Inc 7575 N Picnic Ln Houston TX 77007 N/A PC Conservation: Community access to parks and urban greenspaces 100000 MINDPOP 7112 Burnet Rd Unit B Austin TX 78757 N/A PC Arts: Educational programming and initiatives for children and youth 100000 Mobile Loaves & Fishes Inc 9301 Hog Eye Road Suite 950 Austin TX 78724 N/A PC Human Services: Food/housing insecurity or other stabilization and empowerment efforts 100000 National Wildlife Federation 505 East Huntland Dr Suite 530 Austin TX 78752 N/A PC Conservation: Educational programming and initiatives for children and youth 100000 OneGoal 2799 Katy Fwy Suite 250 Houston TX 77007 N/A PC Post-Secondary Pathways: Post-secondary access, success, and completion initiatives 100000 Summer House Institute 1600 Vine St Philadelphia PA 19102 N/A PC Quality Public K-12 Schools: Excellent educator initiatives 100000 Teach Plus Incorporated 1 Beacon St 15th Floor Suite 1500 Boston MA 02108 N/A PC Quality Public K-12 Schools: Excellent educator initiatives 100000 The University of Texas Foundation - Literacy First 3925 W Braker Ln Suite 3801 Austin TX 78759 N/A PC Quality Public K-12 Schools: Student support 100000 Trees For Houston PO Box 270477 Houston TX 77277 N/A PC Conservation: Environmental protection efforts 100000 Urban Harvest Inc 1911 W 34th St Houston TX 77018 N/A PC Human Services: Food/housing insecurity or other stabilization and empowerment efforts 100000 William Marsh Rice University - Houston Education Research Consortium 6100 Main St MS-208 Houston TX 77005 N/A PC Early Childhood Development and Education: Data, research, and policy initiatives 100000 Woods Project Inc 2700 Southwest Frwy Houston TX 77098 N/A PC Post-Secondary Pathways: Post-secondary readiness initiatives 100000 YES Prep Public Schools Inc 5455 South Loop East Houston TX 77033 N/A PC Quality Public K-12 Schools: Quality schools and innovative school models 100000 Arts Connect Houston 1824 Spring St 201 Houston TX 77007 N/A SO I Arts: Educational programming and initiatives for children and youth 75000 Boys & Girls Club of Walker County TX Inc PO Box 8600 Huntsville TX 77340 N/A PC Quality Public K-12 Schools: Student support 75000 Communities Foundation of Texas - Educate Texas 5500 Caruth Haven Lane Dallas TX 75225 N/A PC Quality Public K-12 Schools: Excellent educator initiatives 75000 Easter Seals of Greater Houston Inc 4888 Loop Central Dr Suite 200 Houston TX 77081 N/A PC Early Childhood Development and Education: Parent, family, and caregiver support 75000 Houston Grand Opera Association Inc 510 Preston St 5th Floor Houston TX 77002 N/A PC Arts: Educational programming and initiatives for children and youth 75000 Houston Zoo Inc 1513 Cambridge St Houston TX 77030 N/A PC Conservation: Educational programming and initiatives for children and youth 75000 Teach For America Inc 3311 Catalina Dr Austin TX 78741 N/A PC Quality Public K-12 Schools: Excellent educator initiatives 75000 W Oscar Neuhaus Memorial Foundation - Neuhaus Education Center 4433 Bissonnet St Bellaire TX 77401 N/A PC Quality Public K-12 Schools: Student support 75000 Sam Houston State University Box 2537 Huntsville TX 77341 N/A GOV Arts: Educational programming and initiatives for children and youth 70000 Austin Public Education Foundation 4000 S IH 35 Frontage Road Austin TX 78704 N/A PC Post-Secondary Pathways: Post-secondary access, success, and completion initiatives 60000 Austin Partners in Education PO Box 6118 Austin TX 78762 N/A PC Post-Secondary Pathways: Post-secondary readiness initiatives 60000 Big Brothers Big Sisters Lone Star 1003 Washington Ave Houston TX 77002 N/A PC Post-Secondary Pathways: Post-secondary readiness initiatives 60000 Big Brothers Big Sisters of Central Texas Inc 4800 Manor Rd Bldg K Austin TX 78723 N/A PC Post-Secondary Pathways: Post-secondary readiness initiatives 60000 Brighter Bites PO Box 25456 Houston TX 77265 N/A PC Human Services: Food/housing insecurity or other stabilization and empowerment efforts 60000 Partnership for the Advancement & Immersion of Refugees 3300 Chimney Rock Rd Suite 104 Houston TX 77056 N/A PC Post-Secondary Pathways: Post-secondary readiness initiatives 60000 Partnership for the Advancement & Immersion of Refugees 3300 Chimney Rock Rd Suite 104 Houston TX 77056 N/A PC Post-Secondary Pathways: Post-secondary readiness initiatives 60000 SER-Jobs for Progress of the Texas Gulf Coast Inc 1710 Telephone Rd Houston TX 77023 N/A PC Post-Secondary Pathways: Post-secondary readiness initiatives 60000 Alley Theatre 615 Texas Ave Houston TX 77002 N/A PC Arts: Educational programming and initiatives for children and youth 50000 Any Baby Can of Austin Inc 6207 Sheridan Ave Austin TX 78723 N/A PC Early Childhood Development and Education: Parent, family, and caregiver support 50000 Austin Community Foundation - Foundation at Shield Ranch 9433 Bee Caves Road Suite 140 Austin TX 78733 N/A PC Conservation: Educational programming and initiatives for children and youth 50000 Austin Symphony Orchestra Society Inc 1806 Rio Grande St Austin TX 78701 N/A PC Arts: Educational programming and initiatives for children and youth 50000 Austin Youth & Community Farm Inc - Urban Roots 4900 Gonzales St Austin TX 78702 N/A PC Human Services: Food/housing insecurity or other stabilization and empowerment efforts 50000 BakerRipley 4450 Harrisburg Blvd Houston TX 77011 N/A PC Human Services: Food/housing insecurity or other stabilization and empowerment efforts 50000 Bayou City Waterkeeper 2010 North Loop West Suite 103 Houston TX 77018 N/A PC Conservation: Environmental protection efforts 50000 Bayou Land Conservancy 8801 Gosling Spring TX 77381 N/A PC Conservation: Environmental protection efforts 50000 BookSpring 1807 W Slaughter Lane Bldg 1 Austin TX 78748 N/A PC Early Childhood Development and Education: Parent, family, and caregiver support 50000 Boys & Girls Clubs of Austin And Travis County Inc 6648 Ed Bluestein Blvd Austin TX 78723 N/A PC Quality Public K-12 Schools: Student support 50000 Children's Assessment Center Foundation 2500 Bolsover St Houston TX 77005 N/A SO III FI Human Services: Emotional well-being support 50000 Chinese Community Center Inc 9800 Town Park Dr Houston TX 77036 N/A PC Early Childhood Development and Education: High-quality early learning initiatives 50000 Coalition for the Homeless of HoustonHarris County 2000 Crawford St Suite 700 Houston TX 77002 N/A PC Human Services: Food/housing insecurity or other stabilization and empowerment efforts 50000 East End Improvement Corporation 3211 Harrisburg Blvd Houston TX 77003 N/A SO I Arts: Community and public access to arts and culture 50000 Education Trust Inc 1501 K St NW Suite 200 Washington DC 20005 N/A PC Quality Public K-12 Schools: Excellent educator initiatives 50000 Eight Million Stories Inc PO Box 10557 Houston TX 77206 N/A PC Post-Secondary Pathways: Post-secondary readiness initiatives 50000 Emancipation Park Conservancy 3018 Emancipation Ave Houston TX 77004 N/A PC Conservation: Community access to parks and urban greenspaces 50000 Families Empowered 2050 N Loop W Suite 230 Houston TX 77018 N/A PC Quality Public K-12 Schools: Quality schools and innovative school models 50000 Family Service Center at Houston and Harris County PO Box 70068 Houston TX 77270 N/A PC Human Services: Emotional well-being support 50000 Houston Area Women's Center 3077 El Camino St Houston TX 77054 N/A PC Human Services: Food/housing insecurity or other stabilization and empowerment efforts 50000 Houston Audubon Society 440 Wilchester Blvd Houston TX 77079 N/A PC Conservation: Educational programming and initiatives for children and youth 50000 Houston Ballet Foundation 601 Preston St Houston TX 77002 N/A PC Arts: Educational programming and initiatives for children and youth 50000 Houston Botanic Garden 8205 N Bayou Dr Houston TX 77017 N/A PC Conservation: Community access to parks and urban greenspaces 50000 Houston Museum of Natural Science 5555 Hermann Park Dr Houston TX 77030 N/A PC Quality Public K-12 Schools: Student support 50000 Houston Public Library Foundation Inc 550 McKinney St Houston TX 77002 N/A PC Quality Public K-12 Schools: Student support 50000 Houston Symphony Society 615 Louisiana St Suite 102 Houston TX 77002 N/A PC Arts: Educational programming and initiatives for children and youth 50000 iEducate USA 4903 Mayfair St Bellaire TX 77401 N/A PC Quality Public K-12 Schools: Student support 50000 Interfaith Ministries for Greater Houston 3303 Main St Harris County TX 77002 N/A PC Human Services: Food/housing insecurity or other stabilization and empowerment efforts 50000 Latinos for Education Inc PO Box 91135 Houston TX 77253 N/A PC Quality Public K-12 Schools: Excellent educator initiatives 50000 Lucille's 1913 Community Kitchen - Hogan Brown Gallery 12401 S Post Oak Rd Houston TX 77045 N/A PC Arts: Community and public access to arts and culture 50000 Making It Better 14781 Memorial Dr 25 Houston TX 77079 N/A PC Quality Public K-12 Schools: Student support 50000 Museum of Fine Arts Houston - Bayou Bend Collection and Gardens PO Box 6826 Houston TX 77265 N/A PC Arts: Educational programming and initiatives for children and youth 50000 Museum of Fine Arts Houston - Glassell School of Art PO Box 6826 Houston TX 77265 N/A PC Arts: Educational programming and initiatives for children and youth 50000 Regents of the University of Michigan - TeachingWorks 1058 Wolverine Tower 3003 S State St Ann Arbor MI 48109 N/A PC Quality Public K-12 Schools: Excellent educator initiatives 50000 Shoal Creek Conservancy PO Box 11520 Austin TX 78711 N/A PC Conservation: Environmental protection efforts 50000 Texas Cultural Trust Council 901 S Mopac Expressway Barton Oaks Plaza II 410 Austin TX 78746 N/A PC Arts: Educational programming and initiatives for children and youth 50000 Texas Partnership for Out of School Time 8509 FM 969 Austin TX 78724 N/A PC Quality Public K-12 Schools: Student support 50000 The SAFE Alliance PO Box 19454 Austin TX 78760 N/A PC Human Services: Food/housing insecurity or other stabilization and empowerment efforts 50000 The University of Texas Health Science Center at Houston 7000 Fannin Suite 1200 Houston TX 77030 N/A GOV Human Services: Food/housing insecurity or other stabilization and empowerment efforts 50000 Travis Audubon Society Inc PO Box 301629 Austin TX 78703 N/A PC Conservation: Educational programming and initiatives for children and youth 50000 University of Houston - Downtown 1 Main St Suite S990 Houston TX 77002 N/A GOV Post-Secondary Pathways: Post-secondary readiness initiatives 50000 Youth Justice Alliance 1700 S Lamar Blvd Suite 338 Austin TX 78704 N/A PC Post-Secondary Pathways: Post-secondary access, success, and completion initiatives 50000 Art League of Houston 1953 Montrose Blvd Houston TX 77006 N/A PC Arts: Educational programming and initiatives for children and youth 40000 Child Builders 11152 Westheimer Rd 794 Houston TX 77042 N/A PC Human Services: Emotional well-being support 40000 Local Infant Formula For Emergencies Inc 2002 South Wayside Dr Houston TX 77023 N/A PC Human Services: Food/housing insecurity or other stabilization and empowerment efforts 40000 College Possible PO Box 142308 Austin TX 78714 N/A PC Post-Secondary Pathways: Post-secondary access, success, and completion initiatives 35000 Austin Explore Inc 1111 W 24th St Suite 201 Austin TX 78705 N/A PC Post-Secondary Pathways: Post-secondary readiness initiatives 30000 Bridges To Life PO Box 570895 Houston TX 77257 N/A PC Human Services: Food/housing insecurity or other stabilization and empowerment efforts 30000 Center for Women & Their Work Inc 1311 E Cesar Chavez St Austin TX 78702 N/A PC Arts: Educational programming and initiatives for children and youth 30000 Con Mi Madre 1825 Fortview Rd Suite 114 Austin TX 78704 N/A PC Post-Secondary Pathways: Post-secondary access, success, and completion initiatives 30000 Harris County Cultural Arts Council 13334 Wallisville Rd Bldg A Houston TX 77049 N/A PC Arts: Community and public access to arts and culture 30000 Holocaust Museum Houston 5401 Caroline St Houston TX 77004 N/A PC Quality Public K-12 Schools: Student support 30000 Open Dance Project 747 N Shepherd Dr Suite 100 Houston TX 77007 N/A PC Arts: Educational programming and initiatives for children and youth 30000 Performing Arts Houston 615 Louisiana St Houston TX 77002 N/A PC Arts: Community and public access to arts and culture 30000 Prelude Music Foundation 9802 Madeline Alyssa Ct Houston TX 77025 N/A PC Arts: Educational programming and initiatives for children and youth 30000 Seedling Foundation 8001 Centre Park Dr Suite 140 Austin TX 78754 N/A PC Quality Public K-12 Schools: Student support 30000 Seedling Foundation 8001 Centre Park Dr Suite 140 Austin TX 78754 N/A PC Quality Public K-12 Schools: Student support 30000 A Time 2 Read Inc PO Box 7403 Huntsville TX 77342 N/A PC Quality Public K-12 Schools: Student support 25000 Jeremiah Program 1200 Paul Teresa Saldana St Austin TX 78702 N/A PC Early Childhood Development and Education: High-quality early learning initiatives 25000 Sam Houston State University Box 2537 Huntsville TX 77341 N/A GOV Human Services: Food/housing insecurity or other stabilization and empowerment efforts 25000 Westcave Outdoor Discovery Center 24814 Hamilton Pool Rd Round Mountain TX 78663 N/A PC Conservation: Educational programming and initiatives for children and youth 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 1000 American Civil Liberties Union Foundation Inc 125 Broad St 18th Floor New York NY 10004 N/A PC Designated Grant: General operating and support 5000 Austin Public Education Foundation 4000 S IH 35 Frontage Road Austin TX 78704 N/A PC Designated Grant: General operating and support 5000 Austin Theatre Alliance 713 Congress Ave Austin TX 78701 N/A PC Designated Grant: General operating and support 11803 Baylor University One Bear Place 97043 Waco TX 76798 N/A PC Designated Grant: General operating and support 2500 Baylor University One Bear Place 97043 Waco TX 76798 N/A PC Designated Grant: General operating and support 2000 Blue Bird Circle 615 West Alabama St Houston TX 77006 N/A PC Designated Grant: General operating and support 3750 Bo's Place 10050 Buffalo Speedway Houston TX 77054 N/A PC Designated Grant: General operating and support 1180 Boy Scouts of America - Circle Ten Council 8605 Harry Hines Blvd Dallas TX 75235 N/A PC Designated Grant: General operating and support 15000 Boy Scouts of America - Circle Ten Council 8605 Harry Hines Blvd Dallas TX 75235 N/A PC Designated Grant: General operating and support 15000 Boy Scouts of America - Circle Ten Council 8605 Harry Hines Blvd Dallas TX 75235 N/A PC Designated Grant: General operating and support 15000 Boys and Girls Country of Houston Inc 18806 Roberts Road Hockley TX 77447 N/A PC Designated Grant: General operating and support 10000 Cambridge in America 1120 Avenue of the Americas 7th Floor New York NY 10036 N/A PC Designated Grant: General operating and support 500 Camp Allen Camp & Conference Center 18800 FM 362 Navasota TX 77868 N/A PC Designated Grant: General operating and support 22500 Camp Allen Camp & Conference Center 18800 FM 362 Navasota TX 77868 N/A PC Designated Grant: General operating and support 10000 Camp Allen Camp & Conference Center 18800 FM 362 Navasota TX 77868 N/A PC Designated Grant: General operating and support 10000 Camp Allen Camp & Conference Center 18800 FM 362 Navasota TX 77868 N/A PC Designated Grant: General operating and support 5000 CareerSpring Foundation 5311 Valerie St Bellaire TX 77401 N/A PC Designated Grant: General operating and support 5000 Center for Reproductive Rights Inc 199 Water St New York NY 10038 N/A PC Designated Grant: General operating and support 7500 Centre College of Kentrucky 600 West Walnut St Danville KY 40422 N/A PC Designated Grant: General operating and support 3781 Children's Museum Inc 1500 Binz St Houston TX 77004 N/A PC Designated Grant: General operating and support 15000 Children's Museum Inc 1500 Binz St Houston TX 77004 N/A PC Designated Grant: General operating and support 3675 Christ Church Cathedral 62 East Broad Oaks Dr Houston TX 77056 N/A PC Designated Grant: General operating and support 2000 Coastal Prairie Conservancy 5615 Kirby Dr Suite 867 Houston TX 77005 N/A PC Designated Grant: General operating and support 5000 CollegeSpring Inc 1990 N California Blvd Suite 20 Walnut Creek CA 94596 N/A PC Designated Grant: General operating and support 20000 Common Cause Education Fund 805 15th St NW Suite 800 Washington DC 20005 N/A PC Designated Grant: General operating and support 10000 Community Catalyst One Federal St 5th Floor Boston MA 02110 N/A PC Designated Grant: General operating and support 1000 Community Foundation of Acadiana 1035 Camellia Boulevard Lafayette LA 70508 N/A PC Designated Grant: General operating and support 10690 Dallas 24 Hour Club Inc 4636 Ross Ave Dallas TX 75204 N/A PC Designated Grant: General operating and support 5000 Environmental Defense Fund Incorporated 257 Park Ave South New York NY 10010 N/A PC Designated Grant: General operating and support 5000 Episcopal High School 4650 Bissonnet St Bellaire TX 77401 N/A PC Designated Grant: General operating and support 30000 Episcopal High School 4650 Bissonnet St Bellaire TX 77401 N/A PC Designated Grant: General operating and support 29000 Episcopal High School 4650 Bissonnet St Bellaire TX 77401 N/A PC Designated Grant: General operating and support 6000 Episcopal High School 4650 Bissonnet St Bellaire TX 77401 N/A PC Designated Grant: General operating and support 5000 Ex-Students' Association of the University of Texas PO Box 7278 Austin TX 78713 N/A PC Designated Grant: General operating and support 1000 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 Suite 2 Houston TX 77007 N/A PC Designated Grant: General operating and support 5000 FotoFest Inc 2000 Edwards St Bldg C Suite 2 Houston TX 77007 N/A PC Designated Grant: General operating and support 5000 Harmony House Inc 602 Girard St Houston TX 77007 N/A PC Designated Grant: General operating and support 10000 Highland Project Inc 71 W 8th St Unit 1A New York NY 10024 N/A PC Designated Grant: General operating and support 10000 Holy Spirit Episcopal Church - Bayou City Blessings in a Backpack 12535 Perthshire Road Houston TX 77024 N/A PC Designated Grant: General operating and support 836 Houston Area Women's Center 3077 El Camino St Houston TX 77054 N/A PC Designated Grant: General operating and support 6500 Houston Ballet Foundation 601 Preston St Houston TX 77002 N/A PC Designated Grant: General operating and support 10000 Houston Food Bank 535 Portwall St Houston TX 77029 N/A PC Designated Grant: General operating and support 5000 Houston Food Bank 535 Portwall St Houston TX 77029 N/A PC Designated Grant: General operating and support 2500 Houston Grand Opera Association Inc 510 Preston St 5th Floor Houston TX 77002 N/A PC Designated Grant: General operating and support 15000 Houston Livestock Show & Rodeo Inc 3 NRG Park Houston TX 77054 N/A PC Designated Grant: General operating and support 10000 Houston Symphony Society 615 Louisiana St Suite 102 Houston TX 77002 N/A PC Designated Grant: General operating and support 6916 Houston Zoo Inc 1513 Cambridge St Houston TX 77030 N/A PC Designated Grant: General operating and support 5000 Houston's Amazing Place Inc 3735 Drexel Houston TX 77027 N/A PC Designated Grant: General operating and support 5000 Howard University 2218 6th St NW Washington DC 20059 N/A PC Designated Grant: General operating and support 10000 Howard University 2218 6th St NW Washington DC 20059 N/A PC Designated Grant: General operating and support 10000 Howard University 2218 6th St NW Washington DC 20059 N/A PC Designated Grant: General operating and support 3000 Interfaith Health Center Inc 315 Gill Ave Knoxville TN 37917 N/A PC Designated Grant: General operating and support 15000 Laity Renewal Foundation 719 Earl Garrett St Kerrville TX 78028 N/A PC Designated Grant: General operating and support 1000 Lakeshore Park Conservancy PO Box 10244 Knoxville TN 37939 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 Memorial Assistance Ministries Inc 1625 Blalock Road Houston TX 77080 N/A PC Designated Grant: General operating and support 5000 Museum of Fine Arts Houston - Bayou Bend Collection and Gardens PO Box 6826 Houston TX 77265 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 10000 Museum of Fine Arts Houston - Glassell School of Art PO Box 6826 Houston TX 77265 N/A PC Designated Grant: General operating and support 10000 National Network of Abortion Funds - The Lilith Fund PO Box 684949 Austin TX 78768 N/A PC Designated Grant: General operating and support 5000 National Network of Abortion Funds - The Lilith Fund PO Box 684949 Austin TX 78768 N/A PC Designated Grant: General operating and support 5000 National Network of Abortion Funds - The Lilith Fund PO Box 684949 Austin TX 78768 N/A PC Designated Grant: General operating and support 1000 National Society Of The Colonial Dames Of America In Texas - The Neill-Coch 2310 San Gabriel St Austin TX 78705 N/A PC Designated Grant: General operating and support 3000 National Women's Law Center 1350 I St Suite 700 Washington DC 20005 N/A PC Designated Grant: General operating and support 7500 Native American Rights Fund 250 Arapahoe Ave Boulder CO 80302 N/A PC Designated Grant: General operating and support 1000 Northwest Assistance Ministries 15555 Kuykendahl Road Houston TX 77090 N/A PC Designated Grant: General operating and support 5000 One Simple Wish 1977 North Olden Ave 292 Trenton NJ 08618 N/A PC Designated Grant: General operating and support 20000 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 Presbyterian Church Chapel of Grace 3700 Keowee Ave SW Knoxville TN 37919 N/A PC Designated Grant: General operating and support 500 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 Saddle Up Nashville 1549 Old Hillsboro Rd Franklin TN 37069 N/A PC Designated Grant: General operating and support 10000 Sam Houston State University Box 2537 Huntsville TX 77341 N/A GOV Designated Grant: General operating and support 6645 School Year Abroad Inc 120 Water St Suite 310 North Andover MA 01845 N/A PC Designated Grant: General operating and support 20000 School Year Abroad Inc 120 Water St Suite 310 North Andover MA 01845 N/A PC Designated Grant: General operating and support 10000 School Year Abroad Inc 120 Water St Suite 310 North Andover MA 01845 N/A PC Designated Grant: General operating and support 5000 Sea Shepherd Conservation Society PO Box 8628 Alexandria VA 22306 N/A PC Designated Grant: General operating and support 5000 SEARCH Homeless Services 2015 Congress St Houston TX 77002 N/A PC Designated Grant: General operating and support 15000 SEARCH Homeless Services 2015 Congress St Houston TX 77002 N/A PC Designated Grant: General operating and support 5000 SEARCH Homeless Services 2015 Congress St Houston TX 77002 N/A PC Designated Grant: General operating and support 1500 Sierra Club Foundation 2101 Webster St Suite 1250 Oakland CA 94612 N/A PC Designated Grant: General operating and support 1000 Smithsonian Institute - National Museum of African American History & Cultu 1400 Constitution Ave Northwest Washington DC 20560 N/A PC Designated Grant: General operating and support 851 St John's School 2401 Claremont Ln Houston TX 77019 N/A PC Designated Grant: General operating and support 15000 St John's School 2401 Claremont Ln Houston TX 77019 N/A PC Designated Grant: General operating and support 2000 St Mark's Episcopal Church 3816 Bellaire Boulevard Houston TX 77025 N/A PC Designated Grant: General operating and support 3750 Star of Hope Mission 4848 Loop Central Dr Houston TX 77081 N/A PC Designated Grant: General operating and support 2500 Tallowood Baptist Church 555 Tallowood Road Houston TX 77024 N/A PC Designated Grant: General operating and support 1500 Target Hunger 1260 Shotwell St Houston TX 77020 N/A PC Designated Grant: General operating and support 20000 Texas Association for the Education of Young Children PO Box 4997 Austin TX 78765 N/A PC Designated Grant: General operating and support 15000 Texas Land Conservancy PO Box 162481 Austin TX 78716 N/A PC Designated Grant: General operating and support 500 Texas Lyceum Association Inc 1321 Antoine Dr Houston TX 77055 N/A PC Designated Grant: General operating and support 5000 Texas State University Development Foundation 601 University Dr San Marcos TX 78666 N/A PC Designated Grant: General operating and support 5000 Texas Tribune Inc 919 Congress Ave 6th Floor Austin TX 78701 N/A PC Designated Grant: General operating and support 10586 The Awty International School 7455 Awty School Lane Houston TX 77055 N/A PC Designated Grant: General operating and support 2000 The Board Of Trustees Of The Leland Stanford Junior University 326 Galvez St Stanford CA 94305 N/A PC Designated Grant: General operating and support 1000 The First Tee of Greater Houston Inc 7000 Capitol St Houston TX 77011 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 35000 The Salvation Army 214-216 West Chestnut St Louisville KY 40202 N/A PC Designated Grant: General operating and support 10000 The University of Texas at Austin - McCombs School of Business 2110 Speedway Austin TX 78705 N/A GOV Designated Grant: General operating and support 2500 The University of Texas Foundation 9011 Mountain Ridge Dr Suite 150 Austin TX 78759 N/A PC Designated Grant: General operating and support 5000 Transgender Law Center PO Box 70976 Oakland CA 94612 N/A PC Designated Grant: General operating and support 6500 Transmit Receive Labs Inc 6501 Navigation Blvd Suite A0 Houston TX 77011 N/A PC Designated Grant: General operating and support 5000 Trustees of Dartmouth College 6066 Development Office Hanover NH 03755 N/A PC Designated Grant: General operating and support 20000 Trustees of Dartmouth College 6066 Development Office Hanover NH 03755 N/A PC Designated Grant: General operating and support 10000 Trustees of Dartmouth College 6066 Development Office Hanover NH 03755 N/A PC Designated Grant: General operating and support 5000 United States Foundation for the Commemoration of the World Wars PO Box 17586 Arlington VA 22216 N/A PC Designated Grant: General operating and support 6967 University of Arizona Foundation 1111 North Cherry Ave Tucson AZ 85721 N/A PC Designated Grant: General operating and support 15000 University of Arizona Foundation 1111 North Cherry Ave Tucson AZ 85721 N/A PC Designated Grant: General operating and support 12500 University of Arizona Foundation 1111 North Cherry Ave Tucson AZ 85721 N/A PC Designated Grant: General operating and support 5000 University of Houston 5000 Gulf Freeway Houston TX 77024 N/A GOV 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 15000 University of Puget Sound 1500 N Warner St 1067 TACOMA WA 98416 N/A PC Designated Grant: General operating and support 1000 The University of Texas MD Anderson Cancer Center Unit 705 Houston TX 77230 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 W Oscar Neuhaus Memorial Foundation - Neuhaus Education Center 4433 Bissonnet St Bellaire TX 77401 N/A PC Designated Grant: General operating and support 10000 W Oscar Neuhaus Memorial Foundation - Neuhaus Education Center 4433 Bissonnet St Bellaire TX 77401 N/A PC Designated Grant: General operating and support 500 Waterloo Greenway Conservancy 1111 Red River St Austin TX 78701 N/A PC Designated Grant: General operating and support 35000 Waterloo Greenway Conservancy 1111 Red River St Austin TX 78701 N/A PC Designated Grant: General operating and support 10000 Waterloo Greenway Conservancy 1111 Red River St Austin TX 78701 N/A PC Designated Grant: General operating and support 10000 Waterloo Greenway Conservancy 1111 Red River St Austin TX 78701 N/A PC Designated Grant: General operating and support 6375 Waterloo Greenway Conservancy 1111 Red River St Austin TX 78701 N/A PC Designated Grant: General operating and support 5000 William Marsh Rice University - Texas Policy Lab 6100 Main St Houston TX 77005 N/A PC Designated Grant: General operating and support 5000 Woods Project Inc 2700 Southwest Frwy Houston TX 77098 N/A PC Designated Grant: General operating and support 1000 Grantmakers for Education 400 SE 103rd Dr 33348 Portland OR 97216 N/A PC Other: General operating, support, programs, and initiatives 6000 National Center for Family Philanthropy Inc 1667 K St NW Washington DC 20006 N/A PC Other: General operating, support, programs, and initiatives 5000 Philanthropy Southwest 1910 Pacific Ave Suite 13500 Dallas TX 75201 N/A PC Other: General operating, support, programs, and initiatives 6050 Randolph College 2500 Rivermont Ave Lynchburg VA 24503 N/A PC Other: General operating, support, programs, and initiatives 10000 SEARCH Homeless Services 2015 Congress St Houston TX 77002 N/A PC Other: General operating, support, programs, and initiatives 5000 17526704 Houston Museum of Natural Science 5555 Hermann Park Dr Houston TX 77030 N/A PC Quality Public K-12 Schools: Student support 100000 Houston Symphony Society 615 Louisiana St Suite 102 Houston TX 77002 N/A PC Arts: Educational programming and initiatives for children and youth 100000 Museum of Fine Arts Houston - Bayou Bend Collection and Gardens PO Box 6826 Houston TX 77265 N/A PC Arts: Educational programming and initiatives for children and youth 100000 Museum of Fine Arts Houston - Glassell School of Art PO Box 6826 Houston TX 77265 N/A PC Arts: Educational programming and initiatives for children and youth 100000 Summer House Institute 1600 Vine St Philadelphia PA 19102 N/A PC Quality Public K-12 Schools: Excellent educator initiatives 100000 William Marsh Rice University - Houston Education Research Consortium 6100 Main St MS-208 Houston TX 77005 N/A PC Early Childhood Development and Education: Data, research, and policy initiatives 100000 Boys & Girls Club of Walker County TX Inc PO Box 8600 Huntsville TX 77340 N/A PC Quality Public K-12 Schools: Student support 75000 Teach For America Inc 3311 Catalina Dr Austin TX 78741 N/A PC Quality Public K-12 Schools: Excellent educator initiatives 75000 Brighter Bites PO Box 25456 Houston TX 77265 N/A PC Human Services: Food/housing insecurity or other stabilization and empowerment efforts 60000 Alley Theatre 615 Texas Ave Houston TX 77002 N/A PC Arts: Educational programming and initiatives for children and youth 50000 Houston Ballet Foundation 601 Preston St Houston TX 77002 N/A PC Arts: Educational programming and initiatives for children and youth 50000 Houston Grand Opera Association Inc 510 Preston St 5th Fl Houston TX 77002 N/A PC Arts: Educational programming and initiatives for children and youth 50000 Houston Zoo Inc 1513 Cambridge St Houston TX 77030 N/A PC Conservation: Educational programming and initiatives for children and youth 50000 Regents of the University of Michigan - TeachingWorks 1058 Wolverine Tower 3003 S State St Ann Arbor MI 48109 N/A PC Quality Public K-12 Schools: Excellent educator initiatives 50000 Texas A&M University Health Science Center 400 Harvey Mitchell Pkwy South College Station TX 77845 N/A GOV Quality Public K-12 Schools: Excellent educator initiatives 50000 Texas Cultural Trust Council 901 S Mopac Expressway Barton Oaks Plaza II 410 Austin TX 78746 N/A PC Arts: Educational programming and initiatives for children and youth 50000 Youth Justice Alliance 1700 S Lamar Blvd Suite 338 Austin TX 78704 N/A PC Post-Secondary Pathways: Post-secondary access, success, and completion initiatives 50000 Harris County Cultural Arts Council 13334 Wallisville Rd Bldg A Houston TX 77049 N/A PC Arts: Community and public access to arts and culture 30000 A Time 2 Read Inc PO Box 7403 Huntsville TX 77342 N/A PC Quality Public K-12 Schools: Student support 25000 Walker County Historical Commission 1301 Sam Houston Ave 218 Huntsville TX 77340 N/A GOV Other: General operating, support, programs, and initiatives 8000 1273000 14 184765 14 6636268 18 16013374 0 22834407 0 22834407 0 0 0 0 0 0 0 0 0 0 Tax compliance 7800 3900 3600 Restrictions or limitations on awards (continued) Part XIV, Line 2d 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. The requesting organization must be a 501(c)(3) tax-exempt charitable entity, as described in Section 509(a)(1) or 509(a)(2) of the Internal Revenue Code. This includes public charities, government organizations, and eligible supporting organizations. State agencies defined under IRC Section 170 (c)(1) are also deemed eligible entities if grant funding is requested for a public purpose. Organizations classified as 509(a)(3) Type I, Type II, and functionally-integrated Type III (supporting organization) may be eligible for grants from The Powell Foundation with additional diligence, particularly as it relates to disqualified individuals who are both connected with these organizations and affiliated with The Powell Foundation (either directly or indirectly). The Foundation will not make grants to 509(a)(3) Type III non-functionally integrated organizations.The Powell Foundation does not make grants to individuals, endowments or endowment campaigns, scholarship funds, other private foundations, fundraising and marketing events (e.g. galas), debt retirement or to cover past operating deficits, candidates for political office or to influence specific legislation (lobbying), organizations for realizing religious or doctrinal purpose. 1,500,000 Adobe Inc Note 2.300% 02/01/2030 1343700 1343700 1,500,000 Amazon.com Inc Note 3.600% 04/13/2032 1428855 1428855 1,500,000 Bank of America Corp Ser L Mtn 3.500% 04/19/2026 1459605 1459605 500,000 Enterprise Products Operating LLC Note 3.950% 02/15/2027 491835 491835 1,500,000 Goldman Sachs Group Inc Note 3.750% 05/22/2025 1469085 1469085 1,500,000 Home Depot Inc Note 2.950% 06/15/2029 1409790 1409790 1,500,000 JPMorgan Chase & Co Note 2.950% 10/01/2026 1428855 1428855 1,500,000 Mastercard Inc Note 3.350% 03/26/2030 1430520 1430520 1,500,000 McDonald's Corp Mtn 3.500% 03/01/2027 1459980 1459980 1,500,000 Morgan Stanley Ser I Mtn 3.625% 01/20/2027 1454235 1454235 500,000 PepsiCo Inc Note 2.375% 10/06/2026 475110 475110 1,000,000 PepsiCo Inc Note 2.625% 07/29/2029 921280 921280 500,000 Philip Morris International Inc Note 2.750% 02/25/2026 479085 479085 1,000,000 Philip Morris International Inc Note 3.375% 08/15/2029 937730 937730 500,000 State Street Corp Note 2.650% 05/19/2026 477380 477380 1,500,000 Verizon Communications Inc Note 4.125% 03/16/2027 1477950 1477950 1,500,000 Visa Inc Note 2.050% 04/15/2030 1318020 1318020 1,500,000 Wells Fargo & Co Note 3.000% 10/23/2026 1424055 1424055 46,640 Abbott Laboratories 5133665 5133665 9,875 Adobe Inc 5891425 5891425 13,990 Air Products and Chemicals Inc 3830462 3830462 80,000 Alphabet Inc Class C 11274400 11274400 99,600 Amazon.com Inc 15133224 15133224 73,275 Apple Inc 14107636 14107636 2,196,943 Artisan International Fund Inst 59163682 59163682 4,850 ASML Holding NV 3671062 3671062 63,200 AstraZeneca PLC 4256520 4256520 10,265 Automatic Data Processing Inc 2391437 2391437 25,000 BAE Systems PLC 1445450 1445450 9,905 BlackRock Inc 8040879 8040879 14,975 Broadridge Financial Solutions Inc 3081106 3081106 56,235 Canadian Pacific Kansas City Ltd 4445939 4445939 55,939 Chevron Corporation 8343861 8343861 14,000 CME Group Inc 2948400 2948400 105,033 Coca-Cola Co 6189595 6189595 114,775 Comcast Corporation 5032884 5032884 2,500 Eli Lilly And Co 1457300 1457300 49,250 EOG Resources Inc 5956788 5956788 21,250 Estee Lauder Companies Inc 3107813 3107813 74,500 Hess Corp 10739920 10739920 45,175 Intercontinental Exchange Inc 5801825 5801825 13,350 Intuit Inc 8344150 8344150 13,400 Intuitive Surgical, Inc. 4520624 4520624 19,150 Marriott International Inc 4318516 4318516 15,100 Mastercard Inc 6440301 6440301 23,530 McDonald's Corp 6976880 6976880 78,185 Microsoft Corp 29400687 29400687 32,857 Mondelez International Inc 2379833 2379833 30,410 Nestle SA - ADR 3516308 3516308 38,870 Nike Inc 4220116 4220116 148,450 Novo Nordisk A/S 15357152 15357152 13,825 Otis Worldwide Corp 1236923 1236923 36,598 PepsiCo Inc 6215804 6215804 51,925 Philip Morris International Inc. 4885104 4885104 27,460 Progressive Corp 4373829 4373829 40,625 RTX Corp 3418188 3418188 12,415 S&P Global Inc 5469056 5469056 13,275 Sherwin-Williams Co 4140472 4140472 52,895 Texas Instruments Inc 9016482 9016482 31,510 Union Pacific Corp 7739486 7739486 18,920 UnitedHealth Group Inc 9960812 9960812 650,253 Vanguard Mid-Cap Index Fund Inst 41382093 41382093 13,650 Verisk Analytics, Inc. 3260439 3260439 43,525 Visa Inc 11331734 11331734 10,000 Zoetis Inc 1973700 1973700 3184289 3184289 0 0 General counsel 10284 0 13281 Bank charges 16357 16357 0 Dues and subscriptions 2345 117 1473 Insurance 4045 202 3807 Office expense 11445 572 10012 Payroll processing fees 13630 682 12949 Software expense 10554 0 10601 Technology expenses 4690 235 4444 Telephone 3824 191 3623 Unrealized appreciation in value of investments 42959232 Difference between cost and fair market value of noncash grants 2624973 Investment management fees 653277 653277 0 Information technology services 24603 0 25416 Strategic planning 11450 0 12950 Professional development 13754 0 16040 Administrative consultation and support 4810 0 14670 Excise tax 305480 0 0 Foreign tax 112253 112253 0