2024-04-29T15:49:01-05:00 2023-12-31 746039142 ESTATE OF THOMAS O'CONNOR 201 E SANTA ROSA VICTORIA TX 77901 990PF 2023-01-01 746039415 THE KATHRYN O'CONNOR FOUNDATION KATH 3615786271 P O BOX 400 VICTORIA TX 779020400 BLAND PROCTOR SECRETARY 3615786271 2024-04-29 1 BLAND PROCTOR XXX-XX-XXXX 1 EARL T FALES CPA P00145032 3615786271 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 15081245 X 25000 35078 35078 89142 89142 633727 1692948 633727 123909 123909 906856 881856 0 0 0 22845 11577 0 59642 59642 0 82487 71219 0 627176 627176 709663 71219 627176 197193 810637 816621 1191536 1191536 5132 5132 6728796 6538891 13642037 4 4 236720 25942 24122 2340 1820 5820 7547761 7737383 15081245 7571 0 7571 0 X 7540190 7737383 0 0 0 0 7540190 7737383 7547761 7737383 7540190 197193 0 7737383 0 7737383 PUBLICY TRADED SECURITIES P 1692948 1059221 633727 633727 633727 11268 0 11268 0 11268 16400 0 0 0 16400 0 5132 5132 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 NONE THE FOUNDATION 3615786271 P O BOX 400 VICTORIA TX 779020400 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 D H BRAMAN III P O BOX 400 VICTORIA TX 779020400 VP/TRUSTEE 0.00 0 0 0 LOUISE O'CONNOR P O BOX 400 VICTORIA TX 779020400 VP/TRUSTEE 0.00 0 0 0 KATHRYN COUNTS P O BOX 400 VICTORIA TX 779020400 VP/TRUSTEE 0.00 0 0 0 RALPH R GILSTER III P O BOX 400 VICTORIA TX 779020400 PRESIDENT/TREASURER/TRUSTE 0.00 0 0 0 JUNIE G MESKEY P O BOX 400 VICTORIA TX 779020400 TRUSTEE 0.00 0 0 0 KATHRYN G DUNNAM P O BOX 400 VICTORIA TX 779020400 TRUSTEE 0.00 0 0 0 VIRGINIA D LEBERMANN P O BOX 400 VICTORIA TX 779020400 TRUSTEE 0.00 0 0 0 BLAND PROCTOR P O BOX 400 VICTORIA TX 779020400 SECRETARY 0.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 0 12264217 1166604 236720 13667541 0 0 13667541 627176 13040365 652018 652018 11268 11268 640750 0 640750 0 640750 627176 0 627176 640750 0 0 31433 31433 627176 0 0 25000 602176 0 31433 31433 25000 0 0 0 0 7141 25000 0 0 BLAND PROCTOR P O BOX 400 VICTORIA TX 779020400 3615786271 REQUESTS SHOULD BE IN WRITING, INCLUDING A RESUME OF ACTIVITIES, AND A SPECIFIC DOLLAR REQUEST. NONE GENERALLY LIMITED TO CHARITABLE, RELIGIOUS AND EDUCATIONAL ORGANIZATIONS IN REFUGIO AND VICTORIA COUNTIES, TEXAS. AFFECTIONATE ARMS P O BOX 7604 VICTORIA TX 77903 PC OPERATIONAL SUPPORT 15000 BILLY T CATTAN RECOVERY OUTREACH INC 802 E CRESTWOOD VICTORIA TX 77901 PC SUPPORT NEW SUBSTANCE USE DISORDER DETOX AND RESIDENTIAL TREATMENT FACILITY 5000 BOYS & GIRLS CLUB OF REFUGIO COUNTY P O BOX 56 REFUGIO TX 78377 PC SUPPORT FOR TRIPLE PLAY PROGRAM 15000 BOYS & GIRLS CLUB OF VICTORIA INC P O BOX 2565 VICTORIA TX 77902 PC ENHANCEMENT OF YOUTH PROGRAM SERVICES 20000 CHILDREN'S DISCOVERY MUSEUM INC 1205 SAM HOUSTON DRIVE VICTORIA TX 77901 PC OPERATIONAL SUPPORT 2500 CHRIST'S KITCHEN P O BOX 3391 VICTORIA TX 77903 PC OPERATIONAL SUPPORT 20000 CITY OF GOLIAD - GOLIAD VOLUNTEER FIRE DEPARTMENT P O BOX 939 GOLIAD TX 77963 GOV OPERATIONAL SUPPORT 2500 COMMUNITY ACTION COMMITTEE OF VICTORIA TEXAS P O BOX 3607 VICTORIA TX 77903 PC SUPPORT OF MEAL DELIVERY PROGRAMS 25000 COUNTY OF GOLIAD - GOLIAD COUNTY LIBRARY P O BOX 1025 GOLIAD TX 77963 GOV FUNDING OF SALARY AND OPERATIONAL SUPPORT 7500 DONUM DEI DBA THE RIDING THERAPY CENTER OF VICTORIA P O BOX 462 NURSERY TX 77976 PC OPERATIONAL SUPPORT AND SCHOLARSHIPS 8000 DOROTHY H O'CONNOR PET ADOPTION CENTER P O BOX 400 VICTORIA TX 779020400 POF OPERATIONAL SUPPORT 10000 FOOD BANK OF THE GOLDEN CRESCENT P O BOX 5085 VICTORIA TX 77903 PC OPERATIONAL SUPPORT 25000 FOSTER PARENTS OF VICTORIA INC P O BOX 1593 VICTORIA TX 77902 PC OPERATIONAL SUPPORT 15000 GOLDEN CRESCENT CASA INC P O BOX 1627 VICTORIA TX 779021627 PC OPERATIONAL SUPPORT 30000 GOLDEN CRESCENT HABITAT FOR HUMANITY P O BOX 1357 VICTORIA TX 77902 PC FUNDS NEEDED TO HELP FUND THE PURCHASE OF COMPREHENSIVE RISK ASSESSMENT WHICH INCLUDES INTERNET SECURITY AND DATA MIGRATION SERVICES 2500 GOLIAD COUNTY SENIOR CITIZENS INC P O BOX 1357 GOLIAD TX 779631357 PC OPERATIONAL SUPPORT 15000 GULF BEND MENTAL HEALTH MENTAL RETARDATION CENTER 6502 NURSERY DRIVE SUITE 100 VICTORIA TX 77904 PC OPERATIONAL SUPPORT 15000 MEALS ON WHEELS SOUTH TEXAS - VICTORIA SENIOR CITIZENS CENTER INC 603 E MURRAY ST VICTORIA TX 77901 PC OPERATIONAL SUPPORT 40000 MID-COAST FAMILY SERVICES 2010 N NAVARRO SUITE A VICTORIA TX 77901 PC OPERATIONAL SUPPORT 30000 NAZARETH ACADEMY 206 WEST CONVENT VICTORIA TX 77901 PC OPERATIONAL SUPPORT 7000 OUR LADY OF GUADALUPE CHURCH P O DRAWER I TIVOLI TX 77990 PC OPERATIONAL SUPPORT FOR ST. ANTHONY OF PADUA & ST. DENNIS CHURCHOPERATIONAL SUPPORT FOR ST. ANTHONY OF PADUA & ST. DENNIS CHURCH 7000 OUR LADY OF REFUGE CHURCH 1008 SOUTH ALAMO STREET REFUGIO TX 78377 PC OPERATIONAL SUPPORT FOR ST. ANTHONY OF PADUA & ST. DENNIS CHURCH 5000 OUR LADY OF VICTORY SCHOOL 1311 E MESQUITE LANE VICTORIA TX 77901 PC OPERATIONAL SUPPORT 5000 PAPPY'S ANIMAL RESCUE 290 FAIRGROUND ROAD REFUGIO TX 78377 PC PROVIDE SUPPORT TO BUILD CLIMATE CONTROLLED FACILITIES 1000 PERPETUAL HELP HOME INC P O BOX 276 VICTORIA TX 77902 PC SUPPORT FOR HOUSING PROGRAM AND TRANSITIONAL SUPPORT TO FAMILIES 15000 PROMISE POINTE INC P O BOX 2293 VICTORIA TX 77902 PC PROVIDE SUPPORT FOR EXPANISION OF AN ADDITIONAL FACILITY FOR MORE RESIDENTS 10000 QUAIL CREEK VOLUNTEER FIRE DEPARTMENT 515 CHUKAR DRIVE VICTORIA TX 77905 PC OPERATIONAL SUPPORT 2500 RAISIN VOLUNTEER FIRE DEPARTMENT 10842 US HIGHWAY 59 SOUTH VICTORIA TX 77905 PC OPERATIONAL SUPPORT 2500 REFUGIO COUNTY ELDERLY SERVICES P O BOX 193 REFUGIO TX 78377 GOV OPERATIONAL SUPPORT 25000 REFUGIO COUNTY MEMORIAL HOSPITAL DISTRICT 107 SWIFT STREET REFUGIO TX 78377 GOV FUNDS ARE TO DEFER EXPENSES FOR THE AUSTWELL-TIVOLI MEDICAL CLINIC 10000 REFUGIO VOLUNTEER FIRE DEPARTMENT P O BOX 398 REFUGIO TX 78377 PC OPERATIONAL SUPPORT 2500 SPECIAL OLYMPICS TEXAS INC 623 POWER ST SUITE A CORPUS CHRISTI TX 78401 PC OPERATIONAL SUPPORT 4000 ST DENNIS CHURCH P O DRAWER I TIVOLI TX 77990 PC OPERATIONAL SUPPORT 146676 ST JOSEPH HIGH SCHOOL 110 E RED RIVER STREET VICTORIA TX 77901 PC SUPPORT FOR THEIR ANNUAL FUND 8000 ST THERESE CATHOLIC CHURCH P O BOX 1076 WOODSBORO TX 78393 PC OPERATIONAL SUPPORT 500 THE VINE SCHOOL 603 E MESQUITE LANE VICTORIA TX 77901 PC OPERATIONAL SUPPORT 5000 TIVOLI VOLUNTEER FIRE DEPARTMENT COUNTY OF REFUGIO 808 COMMERCE ROOM 107 REFUGIO TX 78377 GOV OPERATIONAL SUPPORT 2500 TRINITY EPISCOPAL SCHOOL 1504 N MOODY VICTORIA TX 77901 PC OPERATIONAL SUPPORT 5000 VICTORIA CHRISTIAN ASSISTANCE MINISTRY P O BOX 1786 VICTORIA TX 77902 PC SUPPORT FOR THEIR FOOD PANTRY AND UTILITIES ASSISTANCE PROGRAM 20000 VICTORIA INDEPENDENT SCHOOL DISTRICT P O BOX 1759 VICTORIA TX 77902 GOV OPERATIONAL SUPPORT FOR KIDZ CONNECTION 20000 VICTORIA PRESERVATION INC P O BOX 1486 VICTORIA TX 77902 PC OPERATIONAL SUPPORT 5000 VICTORY CHRISTIAN LIFE CENTER 1604 E CRESTWOOD DRIVE VICTORIA TX 77901 PC FOOD PANTRY OPERATIONAL SUPPORT 5000 YMCA OF THE GOLDEN CRESCENT INC 1806 N NIMITZ VICTORIA TX 77901 PC OPERATIONAL SUPPORT 10000 627176 0 14 35078 14 89142 15 123909 18 633727 0 881856 0 881856 0 0 0 0 0 0 0 0 0 1 O'CONNOR FAMILY CEMETERY ASSOCIATION 501(C)(13) COMMON CONTROL EXISTS SINCE TWO OF THE FOUR CEMETERY ASSOCIATION OFFICERS ALSO SERVE AS OFFICERS/TRUSTEES OF THE KATHRYN O'CONNOR FOUNDATION. X X 1 O'CONNOR & HEWITT FOUNDATION PO BOX 400 VICTORIA TX 77902 25000 X NONE 0 FOR INVESTMENT MANAGEMENT PURPOSES, THE FOUNDATION KEEPS CASH ON HAND IN AN AMOUNT EQUAL TO CURRENT YEAR ANTICIPATED DISTRIBUTIONS PLUS ANTICIPATED ADMINISTRATIVE EXPENSES. THE AMOUNT REPORTED ON LINE 4, PART IX IS EQUAL TO THE LESSER OF THE TOTAL OF THOSE ITEMS OR THE FOUNDATION'S ACTUAL AVERAGE ANNUAL BALANCE OF CASH AND CASH EQUIVALENTS. THE FOUNDATION ELECTS TO TREAT $25,000 AS A DISTRIBUTION OUT OF CORPUS RELATED TO THE CONTRIBUTION RECEIVED IN THE CURRENT YEAR FROM THE O'CONNOR AND HEWITT FOUNDATION (EIN #74-2527227). ACCENTURE PLC IRELAND - COST 54041 701820 ALPHABET INC - COST 486499 1268370 ARISTA NETWORKS INC - COST 130260 605496 BERKSHIRE HATAHWAY INC - COST 655241 1604970 BROOKFIELD ASSET MGMT INC - AMORT COST 89111 174619 BROWN FOREMAN CORP - COST 206548 249927 DOLLAR GENERAL - COST 356736 326280 MARKEL CP - COST 266888 496965 MASTERCARD INC - COST 61790 298557 MICROSOFT CORP - COST 95721 1395860 NIKE INC - COST 141799 282282 NXP SEMICONDUCTOR NV - COST 59356 137808 QUALCOMM INC - COST 269847 564057 ROSS STORES INC - COST 487675 819407 UNION PACIFIC CORP - COST 113398 281481 VISA INC - COST 462757 637857 AUTOZONE INC - COST 129516 297345 ADOBE INC - COST 553990 749330 BROOKFIELD CORPORATION - COST 375380 697647 INTUIT INC - COST 569457 802539 MONSTER BEVERAGE CORP - COST 423530 610666 S&P GLOBAL INC - COST 549351 638754 OIL & GAS ROYALTY INTERESTS FMV 4 236720 2010 CHEVY SILVERADO PICKUP 20743 20743 0 4000 LAWNMOWER 5199 3379 1820 1820 INVESTMENT EXPENSE - FEES 59642 59642 0 OIL & GAS ROYALTY 123909 123909 123909 EXCISE TAX PAYABLE 7571 0 AD VALOREM TAXES 3852 3852 0 OIL & GAS PRODUCTION TAXES 5549 5549 0 FOREIGN INVESTMENT TAXES 2176 2176 0 EXCISE TAX 11268 0 0