2025-01-27T11:26:02-06:00 2023-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2023-01-01 760537479 CFP Foundation CFPF 7138303400 11 Greenway Plaza 2600 Houston TX 77046 Gary T Crum President/Treasurer 7138303400 2025-01-27 1 0 Barbara Murphy P01386215 7134395739 2025-01-27 2023 2025-03-06 01:10:19Z X 83221622 X X 94533 94533 972832 972832 -2384530 18646529 0 151504 151504 -1165661 1218869 135300 0 135300 120015 120015 0 87 87 0 8125 8125 0 38625 9656 28969 316081 235635 80446 618233 373518 244715 4020205 4020205 4638438 373518 4264920 -5804099 845351 312206 183816 183815 1311986 837970 837970 6019470 2987927 2829837 46958753 45067762 65181615 798500 798500 651904 9587653 9308494 13536481 64988568 59184469 83221622 0 0 X 0 0 0 0 64988568 59184469 64988568 59184469 64988568 59184469 64988568 -5804099 0 59184469 0 59184469 Publicly-traded securities 18646529 20769196 -2122667 -2122667 Passthrough K-1 capital loss P -261863 -261863 -2384530 11750 0 11750 0 11750 30827 0 20000 0 50827 X 0 39077 39077 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 None Julie Crochet 7138303400 11 Greenway Plaza Ste 2600 Houston TX 770461103 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Gary T Crum 11 Greenway Plaza Ste 2600 Houston TX 77046 President/Treasurer 2.00 0 0 0 Sylvie P Crum 11 Greenway Plaza Ste 2600 Houston TX 77046 Executive VP 1.00 0 0 0 Clayton M Harkness 11 Greenway Plaza Ste 2600 Houston TX 77046 Executive Director 40.00 123000 12300 0 NONE 0 Triformis Inc PO Box 1063 Houston TX 77251 Administrative 150950 CIBC Private Wealth Management 100 Federal St Boston MA 021101802 Investment mgmt 70314 0 0 66744901 378734 12797457 79921092 0 0 79921092 1198816 78722276 3936114 3936114 11750 11750 3924364 0 3924364 0 3924364 4264920 0 4264920 3924364 3995408 0 0 4264920 3995408 0 0 269512 0 0 0 0 0 0 0 0 3654852 0 0 0 Gary T Crum Sylvie P Crum X Aspen Community Foundation 455 Gold Rivers Court Suite 515 Basalt CO 81621 N/A PC General Support 30000 Bo's Place 10050 Buffalo Speedway Houston TX 77054 N/A PC General Support 20000 Breakthrough Houston 2401 Claremont Lane Houston TX 77019 N/A PC General Support 50000 Camp for All Foundation 3701 Kirby Drive Suite 570 Houston TX 77098 N/A PC General Support 115000 Casa De Esperanza De Los Ninos Incorporated PO Box 310209 Houston TX 77230 N/A PC General Support 30000 Childhood Cancer Family Alliance Inc 12919 Southwest Freeway Suite 100 Stafford TX 77477 N/A PC General Support 15000 Children's Museum Inc dba The Children's Museum of Houston 1500 Binz Houston TX 770047112 N/A PC General Support 25000 Chinquapin Preparatory School 2615 E Wallisville Highlands TX 775623199 N/A PC General Support 60000 Christian Community Service Center Inc PO Box 27924 Houston TX 772277924 N/A PC General Support 20000 Cristo Rey Jesuit College Preparatory School of Houston 6700 Mount Carmel Street Houston TX 77087 N/A PC General Support 50000 Dallas Arboretum & Botanical Society Inc 8525 Garland Road Dallas TX 75218 N/A PC General Support 15000 Dress for Success Houston 3310 Eastside Street Houston TX 77098 N/A PC General Support 30000 EMERGE Fellowship 11251 Northwest Freeway Suite 330 Houston TX 77092 N/A PC General Support 40000 Episcopal High School 4650 Bissonnet Bellaire TX 774013002 N/A PC General Support 20000 Ex Students Association of the University of Texas PO Box 142309 Austin TX 78714 N/A PC General Support 108000 FuelEd Schools Inc 4201 Main Street Suite 200-165 Houston TX 77002 N/A PC General Support 50000 Genesys Works 3100 Main Street Suite 702 Houston TX 77002 N/A PC General Support 25000 George W Bush Foundation 2943 SMU Boulevard Dallas TX 75205 N/A PC General Support 25000 Houston Arboretum & Nature Center 4501 Woodway Drive Houston TX 77024 N/A PC General Support 25000 Houston Hospice 1905 Holcombe Blvd Houston TX 770304123 N/A PC General Support 15000 Houston Museum of Natural Science 5555 Hermann Park Drive Houston TX 770301799 N/A PC General Support 20000 Houston Zoo Inc 1513 Cambridge Street Houston TX 77030 N/A PC General Support 20000 Kinkaid School Inc (The) 201 Kinkaid School Drive Houston TX 77024 N/A PC General Support 10000 KIPP Texas Inc - DFW PO Box 674443 Dallas TX 752674443 N/A PC General Support 20000 KIPP Texas Inc - Houston 10711 KIPP Way Houston TX 77099 N/A PC General Support 50000 Mercy Street Inc 3801 Holystone Street Dallas TX 75212 N/A PC General Support 15000 Monarch School Inc (The) 2815 Rosefield Houston TX 77080 N/A PC General Support 25000 Museum of Fine Arts Houston PO Box 6826 Houston TX 772656826 N/A PC General Support 20000 Nick Finnegan Counseling Center 2714 Joanel Street Houston TX 77027 N/A PC General Support 15000 Perot Museum of Nature and Science 2201 N Field Street Dallas TX 75201 N/A PC General Support 15000 Providence Christian School of Texas 5002 West Lovers Lane Dallas TX 75209 N/A PC General Support 20000 Rise School of Dallas dba Ashford Rise School of Dallas 6000 Preston Road Dallas TX 75205 N/A PC General Support 10000 Salesmanship Club of Dallas 106 E 10th Street Dallas TX 752032296 N/A PC General Support 30000 Small Steps Nurturing Center 2902 Jensen Drive Houston TX 77026 N/A PC General Support 75000 Southern Methodist University PO Box 750333 Dallas TX 752750333 N/A PC General Support 927205 Special Camps for Special Kids dba Camp John Marc 4925 Greenville Avenue Suite 400 Dallas TX 75206 N/A PC General Support 15000 St Francis Episcopal Day School 335 Piney Point Road Houston TX 770246505 N/A PC General Support 20000 St John's School 2401 Claremont Lane Houston TX 77019 N/A PC General Support 525000 Teach for America Inc - DFW 600 North Pearl Street Suite S-2300 Dallas TX 75201 N/A PC General Support 25000 Teach for America Inc - Houston 2 Greenway Plaza Suite 500 Houston TX 77046 N/A PC General Support 30000 Texas Children's Hospital 1919 S Braeswood Blvd Suite 5214 Houston TX 77030 N/A PC General Support 100000 The Methodist Hospital Foundation dba Houston 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SANDOZ GROUP A G 902 1248 SHELL PLC 19246 30597 TWEEDY BROWNE INTERNATIONAL FUND #001 812595 846610 WASTE CONNECTIONS INC COM 48954 59559 YUM CHINA HLDGS INC COM 17023 15190 2987927 2829837 0 0 ALYSTONE CAPITAL LP AT COST 9308494 13536481 Administrative service fees 150950 71563 79387 Bank charges 594 594 0 Partnership K-1 expenses 162376 162376 0 Foreign currency loss 43 43 0 Insurance 2118 1059 1059 Passthrough K-1 Income 151504 151504 151504 Investment management fees 120015 120015 0 Foreign tax 8125 8125 0