2024-05-15T13:02:44-05:00 2023-12-31 742588072 FIELDS NEMEC & CO PC PO BOX 23067 CORPUS CHRISTI TX 784033067 990PF 2023-01-01 203411622 YVONNE H SIMARD FOUNDATION YVON 3618153925 6153 LEMANS DR CORPUS CHRISTI TX 78414 WILLIE J KOSAREK PRESIDENT 3618153925 2024-05-15 1 WILLIE KOSAREK XXX-XX-XXXX 0 RUDY STURGEON CPA P00009174 3618837475 2024-05-15 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 8883860 X X 86614 86614 390362 704355 390362 476976 476976 41200 28000 13200 3725 3725 0 6949 6031 918 980 655 325 472 312 160 53326 38723 14603 403500 403500 456826 38723 418103 20150 438253 56223 63287 63287 8450 17950 17950 6652379 6655965 8802623 6717052 6737202 8883860 0 0 X 6383135 6383135 0 0 333917 354067 6717052 6737202 6717052 6737202 6717052 20150 0 6737202 0 6737202 AMCAP FUND INC CL A #XXX-XX-XXXX P 2013-05-21 2023-12-05 100000 69318 30682 30682 FUNDAMENTAL INVS INC CLASS A #XXX-XX-XXXX P 2013-05-21 2023-12-05 100000 67625 32375 32375 THE NEW ECONOMY FUND CLASS A #XXX-XX-XXXX P 2013-05-21 2023-12-05 60000 38338 21662 21662 NEW PERSPECTIVE FD A #XXX-XX-XXXX P 2013-05-21 2023-12-05 100000 63785 36215 36215 SMALLCAP WORLD FD A #XXX-XX-XXXX P 2013-05-21 2023-12-05 100000 74927 25073 25073 CAPITAL GAINS DIVIDENDS P 244355 244355 244355 390362 6092 0 6092 0 6092 9252 0 0 0 9252 X 0 3160 3160 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A WILLIE J KOSAREK 3618153925 6153 LEMANS DRIVE CORPUS CHRISTI TX 78414 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIE J KOSAREK 6153 LEMANS DRIVE CORPUS CHRISTI TX 78414 PRESIDENT 12.00 20000 0 0 JAY A KOSAREK 4922 WINDING RIVER DRIVE SUGAR LAND TX 774784486 VICE PRESIDENT 4.00 10000 0 0 JAY A KOSAREK 4922 WINDING RIVER DRIVE SUGAR LAND TX 774784486 DIRECTOR 1.00 400 0 0 WILLIE J KOSAREK 6153 LEMANS DRIVE CORPUS CHRISTI TX 78414 DIRECTOR 1.00 400 0 0 REBECCA F KOSAREK 4922 WINDING RIVER DRIVE SUGAR LAND TX 774784486 DIRECTOR 1.00 400 0 0 REBECCA F KOSAREK 4922 WINDING RIVER DRIVE SUGAR LAND TX 774784486 SECRETARY 4.00 10000 0 0 NONE 0 NONE 0 0 8291450 64624 0 8356074 0 0 8356074 125341 8230733 411537 411537 6092 6092 405445 0 405445 0 405445 418103 0 418103 405445 49572 0 0 418103 49572 0 0 368531 0 0 0 0 0 0 0 0 36914 0 0 0 WILLIE J KOSAREK 6153 LEMANS DRIVE CORPUS CHRISTI TX 78414 3619856483 WKOSAREK@YAHOO.COM CHARITABLE ORGANIZATIONS SHOULD SUBMIT INFORMATION REGARD TO PROGRAMS FOR WHICH GRANTS ARE REQUESTED NOVEMBER 1 CONTRIBUTIONS ARE GENERALLY RESTRICTED TO CHARITABLE ORGANIZATIONS IN SOUTH TEXAS AREA. THE FOUNDATION WILL RESPOND TO APPLICANTS ONLY IF CONTRIBUTIONS ARE APPROVED. BUCKNER FOUNDATION - RIO GRANDE CHILDREN'S HOME 3780 N BENTSEN PALM DR MISSION TX 78574 N/A PUBLIC SUPPORT PROGRAMS 5000 CHILDREN'S ADVOCACY CENTER OF THE COASTAL BEND 5959 S STAPLES ST STE 228 CORPUS CHRISTI TX 78413 N/A PUBLIC SUPPORT PROGRAMS 5000 CHRISTUS SPOHN HEALTH SYSTEM FOUNDATION 613 ELIZABETH SUITE 605 CORPUS CHRISTI TX 78404 N/A PUBLIC SUPPORT MEDICAL CARE PROGRAM 50000 CORPUS CHRISRTI HOPE HOUSE INC 3226 REID DRIVE CORPUS CHRISTI TX 78404 N/A PUBLIC SUPPORT PROGRAMS 5000 CORPUS CHRISTI EDUCATION FOUNDATION PO BOX 2822 CORPUS CHRISTI TX 78403 N/A PUBLIC SUPPORT PROGRAMS 4000 CORPUS CHRISTI METRO MINISTRIES PO BOX 4899 CORPUS CHRISTI TX 78469 N/A PUBLIC SUPPORT PROGRAMS 4000 CORPUS CHRISTI POLICE FOUNDATION PO BOX 803 CORPUS CHRISTI TX 78403 N/A PUBLIC SUPPORT PROGRAMS 2500 CORPUS CHRISTI PREGNENCY CENTER 4730 EVERHART CORPUS CHRISTI TX 78411 N/A PUBLIC SUPPORT PROGRAMS 7000 CORPUS CHRISTI SYMPHONY ORCHESTRA 555 N CARANCAHUA ST STE 410 CORPUS CHRISTI TX 78401 N/A PUBLIC SUPPORT PROGRAMS 2000 DEL MAR COLLEGE FOUNDATION INC 101 BALDWIN CORPUS CHRISTI TX 78404 N/A PUBLIC ENDOWMENT/SCHOLARSHIPS 50000 DRISCOLL CHILDRENS HOSPITAL 3533 SOUTH ALAMEDA STREET CORPUS CHRISTI TX 78411 N/A PUBLIC CHILDRENS HEALTH PROGRAMS 25000 EDUCATING CHILDREN'S FUTURE COMMUNITY CENTER PO BOX 5241 CORPUS CHRISTI TX 78465 N/A PUBLIC SUPPORT PROGRAMS 1500 KINGS CROSSING CHURCH OF CHRIST 5901 YORKTOWN BLVD CORPUS CHRISTI TX 78414 N/A PUBLIC BUILDING FUND 10000 KINGS CROSSING CHURCH OF CHRIST 5901 YORKTOWN BLVD CORPUS CHRISTI TX 78414 N/A PUBLIC JAIL PRISON MINISTRY 37000 MISSION COALITION PO BOX 2911 FAYETTEVILLE AR 72702 N/A PUBLIC SUPPORT PROGRAMS 5000 MISSION OF MERCY INC 2421 AYERS STREET CORPUS CHRISTI TX 78404 N/A PUBLIC SUPPORT PROGRAMS 5000 RONALD MCDONALD HOUSE CHARITIES OF HOUSTON 1907 HOLCOMBE BLVD HOUSTON TX 77030 N/A PUBLIC SUPPORT PROGRAMS 6000 SALVATION ARMY 1804 BUFORD ST CORPUS CHRISTI TX 78403 N/A PUBLIC SUPPORT PROGRAMS 2500 SECOND MILE MISSION CENTER 1135 HWY 90A MISSOURI CITY TX 77489 N/A PUBLIC SUPPORT PROGRAMS 35000 SHARE CENTER 103 JONES TERRELL TX 75160 N/A PUBLIC FOOD PROGRAM 22000 SOUTH TEXAS LIGHTHOUSE FOR THE BLIND 4421 AGNES STREET CORPUS CHRISTI TX 78405 N/A PUBLIC SUPPORT PROGRAMS 10000 SUGAR GROVE CHURCH OF CHRIST 11600 WEST AIRPORT BLVD MEADOWS PLACE TX 77477 N/A PUBLIC SUPPORT CHURCH PROGRAMS 65000 SUNNY GLENN CHILDRENS HOME PO BOX 1373 SAN BENITO TX 78586 N/A PUBLIC BUILDING & RENOVATION PROGRAM 6000 TENNIS SUCCESS PO BOX 71647 CORPUS CHRISTI TX 78467 N/A PUBLIC SUPPORT PROGRAMS 2500 TEXAS STATE AQUARIUM 2710 NORTH SHORELINE CORPUS CHRISTI TX 78402 N/A PUBLIC SUPPORT PROGRAMS 15000 THE HARRIS SCHOOL 6210 ROOKIN ST HOUSTON TX 77074 N/A PUBLIC SUPPORT PROGRAMS 19000 SUNSHINE KIDS 2814 VIRGINA STREET HOUSTON TX 77098 N/A PUBLIC SUPPORT PROGRAMS 2500 403500 0 14 86614 18 390362 0 476976 0 476976 0 0 0 0 0 0 0 0 0 0 FIELDS, NEMEC & CO. 3725 3725 0 MUTUAL FUNDS AT COST 6655965 8802623 POSTAGE 60 0 60 OFFICE EXPENSE 202 102 100 TELEPHONE EXPENSE 210 210 0 PAYROLL TAXES 3060 2142 918 FOREIGN TAXES 3889 3889 0