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184969 185791 -822 -822 ALBEMARLE CORPORATION D 2021-01-08 2023-08-14 184969 186739 -1770 -1770 ALBEMARLE CORPORATION D 2021-07-21 2023-08-14 55491 57593 -2102 -2102 ALBEMARLE CORPORATION D 2021-07-23 2023-08-14 36994 37749 -755 -755 AMERIPRISE FINCL INC D 2021-05-24 2023-08-01 522529 381194 141335 141335 AMERIPRISE FINCL INC D 2021-06-01 2023-08-01 174176 131015 43161 43161 COCA COLA CO D 2022-07-06 2023-08-30 241761 252876 -11115 -11115 HERSHEY COMPANY D 2022-08-17 2023-08-18 109596 115421 -5825 -5825 MARATHON PETROLEUM CORP D 2022-05-13 2023-08-28 428547 288664 139883 139883 NUCOR CORPORATION D 2021-05-24 2023-08-07 409204 247126 162078 162078 GENERAL MILLS INC D 2023-01-03 2023-08-16 179374 208431 -29057 -29057 GENERAL MILLS INC D 2023-04-27 2023-08-16 358647 442096 -83449 -83449 GENERAL MILLS INC D 2023-04-27 2023-08-16 107624 132629 -25005 -25005 STRYKER CORP D 2023-04-27 2023-08-01 559580 594528 -34948 -34948 ZIMMER BIOMET HLDGS INC COM D 2023-06-12 2023-08-01 523596 542604 -19008 -19008 -466171 0 0 0 0 0 0 0 2000 0 2000 0 2000 0 2000 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A MR SOL SCHWARTZ PRESIDENT 2103445052 1314 SPANISH OAKS DR SAN ANTONIO TX 78213 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SOL SCHWARTZ 1314 SPANISH OAKS SAN ANTONIO TX 78213 PRESIDENT 1.00 100000 0 0 LEE SCHWARTZ 3626 TIMBERSIDE CIRCLE HOUSTON TX 77025 SECRETARY 1.00 100000 0 0 DAVID M TAYLOR 700 N PEARL ST DALLAS TX 75201 VICE PRESIDENT 1.00 100000 0 0 NONE 0 NONE 0 0 20774308 298289 0 21072597 0 0 21072597 316089 20756508 1037825 1037825 0 1037825 0 1037825 0 1037825 503100 0 503100 1037825 427294 0 0 503100 427294 0 0 75806 0 0 0 0 0 0 0 0 962019 0 0 0 MR SOL SCHWARTZ PRESIDENT 1314 SPANISH OAKS DR SAN ANTONIO TX 78213 2103445052 THE GRANTEE WILL COMPLETE AN APPLICATION THAT INCLUDES A BRIEF HISTORY, DESCRIPTION OF THE PROJECT, AMOUNT REQUESTED AND DATE PAYMENT IS NEEDED, A COMPLETE PROJECT BUDGET, CURRENT YEAR TO DATE FISCAL STATEMENTS, LIST OF MEMBERS IN ITS GOVERNING BODY, AND COPY OF ITS EXEMPTION LETTER NO THE APPLICANT IS REQUIRED TO SET OUT THE PURPOSE OF THE GRANT, OBLIGATING IT TO FULFILL THE PURPOSE, PROVIDE REPORTS ON ITS UTILIZATION AND ACKNOWLEDGES THE FOUNDATION TO WITHHOLD AND/OR RECOVER GRANTS IN CASE SUCH FUNDS ARE OR APPEAR TO BE MISUSED. AMERICAN CANCER SOCIETY 3380 CHASTAIN MEADOWS PKWY NW SUITE 200 KENNESAW GA 30144 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION THAT PROMOTES HEALTHY LIFESTYLES TO PREVENT CANCER AND PROVIDES INFORMATION, ANSWERS, AND SUPPORT TO ANYONE EFFECTED BY CANCER. 25500 BAYLOR UNIVERSITY 1311 S 5TH ST WACO TX 76706 NONE 501(C)(3) CONTRIBUTON TO PROVIDE FUNDING FOR EDUCATIONAL GRANTS. 10000 BIG COUNTRY VETERANS 1620 FM 1756 TRUSCOTT TX 79227 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION THAT HONORS AND SUPPORTS VETARANS AND THEIR FAMILIES. 12000 CAMP HASC INC 1563 49TH STREET BROOKLYN NY 11219 NONE 501(C)(3) CONTRIBUTION TO PROVIDE FUNDING FOR SUMMER PROGRAM FOR CHILDREN AND ADULTS WITH SPECIAL NEEDS, INTELLECTUAL AND PHYSICAL DISABILITIES. 300000 JN LONG CULTURAL ARTS CENTER 425 GRANBURY STREET CLEBURNE TX 76003 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION THAT ENHANCES THE QUALITY OF LIFE BY BUILDING A STRONG CULUTRAL ARTS COMMUNITY AND INCREASING THE PUBLIC AWARENESS OF ARTS. 10000 CHILDREN'S MEDICAL CENTER FOUNDATION 2777 N STEMMONS FWY STE 1700 DALLAS TX 75207 NONE 501(C)(3) CONTRIBUTION TO FOUNDATION THAT SUPPORT CHILDREN'S HEALTH TO BUILD A HEALTHIER COMMUNITY. 25000 CONGREGATION RODFEI SHOLOM 3003 SHOLOM DRIVE SAN ANTONIO TX 78230 NONE 501(C)(3) CONTRIBUTION TO RELIGIOUS ORGANIZATION. 18000 DALLAS WOMANS CLUB 7000 PARK LN DALLAS TX 75225 NONE 501(C)(3) CONTRIBUTION TO PROVIDE FUNDING FOR GRANT SCHOLARSHIPS IN ACADEMIC AND FINE ARTS FIELDS. 10000 EACH MOMENT MATTERS 12467 MERIT DRIVE DALLAS TX 75251 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION THATS OFFERS SPECIAL PROGRAMS AND CLINICAL SERVICES FOR UNFUNDED PATIENTS. 5000 EQUEST PO BOX 171779 DALLAS TX 75217 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION WHO PROVIDES EQUINE THERAPY TO CHILDREN AND ADULTS. 5000 GUIDING EYES FOR THE BLIND 611 GRANITE SPRINGS RD YORKTOWN HEIGHTS NY 10598 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION THAT PROVIDES GUIDE DOGS TO PEOPLE WITH VISION LOSS. 100 KIDNEY TEXAS INC 8215 WESTCHESTER DR SUITE 240A DALLAS TX 75225 NONE 501(C)(3) CONTRIBUTION TO PROVIDE FUNDING TO IMPROVE THE METHODS OF TREATMENT, THE SEARCH FOR A CURE AND PREVENTION OF KIDNEY DISEASE AND OTHER KINDRED OR CONTRIBUTORY DISEASES; AND TO DEVELOP MORE ADEQUATE PROVISION FOR THE CARE OF PERSONS SUFFERING FROM SUCH DISEASES. 25000 SALVATION ARMY - WOMEN'S AUXILIARY 521 W ELMIRA ST SAN ANTONIO TX 78212 NONE 501(C)(3) CONTRIBUTION TO PROVIDE FUNDING TO BETTER THE COMMUNITY THROUGH MULTIPLE PROGRAMS. 5000 STARR FAMILY JEWISH DAY SCHOOL 3003 SHOLOM DR SUITE 200 SAN ANTONIO TX 78230 NONE 501(C)(3) CONTRIBUTION TO EDUCATIONAL ORGANIZATION. 2500 453100 0 14 418464 -466171 0 418464 -466171 -47707 8 TO SUPPORT THE ARTS, RELIGIOUS, EDUCATIONAL, CHARITABLE, SCIENTIFIC, LITERARY AND OTHER ORGANIZATIONS THAT QUALIFY UNDER IRC CODE SECTION 501(C)(3). 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF HELGA FELDMAN 6 GLENSHIRE CT DALLAS TX 75225 218439 X 2 HELGA A FELDMAN CHARITABLE REMAINDER UNITRUST 6 GLENSHIRE CT DALLAS TX 75225 233079 X 3 ESTATE OF HELGA FELDMAN 6 GLENSHIRE CT DALLAS TX 75225 97736 X 1 PUBLICLY TRADED SECURITIES 218439 2023-08-31 ACCOUNTING FEES 5525 5525 0 AFTER REDUCING THE 2021 UNDISTRIBUTED INCOME TO ZERO, THE ORGANIZATION ELECTS TO APPLY $2,623 OF REMAINING QUALIFYING DISTRIBUTIONS TO THE 2020 TAX YEAR. CORPORATED FIXED INCOME 1693997 1705408 STOCKS 16904188 19846309 MUTUAL FUNDS - MONEY MARKET AT COST 534686 0 MUTUAL FUNDS AT COST 1600000 2133148 ADVISORY FEES 170275 170275 0