2024-07-12T14:11:39-05:00 2023-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2023-01-01 460562235 Poarch Family Foundation POAR 7139841473 1041 Conrad Sauer Houston TX 77043 Donald Poarch Director 7139841473 2024-07-12 1 Donald Poarch 999009999 0 Kurt Coburn P01638285 7134395739 2024-07-12 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 95837 X 362093 735 735 975 975 299653 462124 299653 663456 301363 0 0 0 2200 1100 1100 553 553 0 7594 3 0 10347 1656 1100 428500 428500 438847 1656 429600 224609 299707 73589 59376 59376 71729 32210 36461 145318 91586 95837 0 0 X 145318 91586 0 0 0 0 145318 91586 145318 91586 145318 224609 0 369927 278341 91586 Publicly traded securities 461912 162471 299441 299441 Capital gain distributions P 212 212 212 299653 4166 0 4166 0 4166 4800 0 2100 0 6900 0 2734 2734 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A Cynthia Poarch 7139841473 1041 Conrad Sauer Houston TX 77043 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Donald Poarch 1041 Conrad Sauer Houston TX 77043 Director 1.00 0 0 0 Cynthia Poarch 1041 Conrad Sauer Houston TX 77043 Director 1.00 0 0 0 Caroline Poarch 1041 Conrad Sauer Houston TX 77043 Director 1.00 0 0 0 Allison Poarch 1041 Conrad Sauer Houston TX 77043 Director 1.00 0 0 0 NONE 0 NONE 0 0 86436 60412 0 146848 0 0 146848 2203 144645 7232 7232 4166 4166 3066 0 3066 0 3066 429600 0 429600 3066 0 0 137279 122859 92496 137600 393789 884023 429600 0 0 0 3066 426534 0 0 1310557 0 0 0 0 0 0 137279 1173278 122859 92496 137600 393789 426534 Donald Poarch Cynthia Poarch X Alpha Houston 3262 Westheimer 157 Houston TX 77098 N/A PC General support 25000 Belong Bakery (Belong Kitchen HTX) 9655 Katy Freeway Suite 3105 Houston TX 77024 N/A PC General support 10000 Bladder Cancer Advocacy Network Inc 4520 East-West Highway Suite 610 Bethesda MD 20814 N/A PC General support 1000 Boy Scouts of America Sam Houston Area Council 2225 N Loop West Houston TX 77008 N/A PC General support 10000 Cystic Fibrosis Foundation 57 Executive Park S Suite 380 Atlanta GA 30329 N/A PC General support 20000 Fellowship of Christian Athletes 8701 Leeds Road Kansas City MO 64129 N/A PC General support 7500 Keep Houston Beautiful Inc 8850 Business Park Drive Austin TX 78759 N/A PC General support 10000 Parks and Wildlife Foundation of Texas 2914 Swiss Avenue Dallas TX 75204 N/A PC General support 10000 Pheasants Forever Inc 1783 Buerkle Circle St Paul MN 55110 N/A PC General support 4000 Stoney Creek Foundation 510 Bering Dr 100 Houston TX 77057 N/A PC General support 25000 The Houston Food Bank 535 Portwall Street Houston TX 77029 N/A PC General support 1000 The Kinkaid School Inc 201 Kinkaid School Drive Houston TX 77024 N/A PC General support 250000 The Methodist Hospital Foundation 6565 Fannin GB240 Houston TX 77030 N/A PC General support 25000 The University of Texas MD Anderson Cancer Center PO Box 4486 Houston TX 77210 N/A GOV To support the MD Anderson Cancer Center 25000 YES Prep Public Schools Inc 5455 South Loop East Fwy Houston TX 77033 N/A PC General support 5000 428500 0 14 735 14 975 18 299653 0 301363 0 301363 0 0 0 0 0 0 0 0 0 0 X X 1 Donald and Cynthia Poarch 2 Carsey Lane Houston TX 77024 362093 X 1 528 shs AAPL, 785 shs AMZN, 420 shs GOOGL, 130 shs NVDA, and 225 shs TSLA 362093 2023-06-29 Tax compliance 2200 1100 1100 54 Artisan International Value Fund Institutional Class 2342 2464 78 DoubleLine Total Return Bond Fund, Class R6 674 690 35 Eaton Vance Atlanta Capital SMID-Cap Fund Class R6 1277 1336 57 Edgewood Growth Fund Class Institutional 2235 2483 33 Invesco S&P 500 Equal Weight ETF 4881 5207 5 iShares 10-20 Year Treasury Bond ETF 522 541 3 iShares 1-3 Year Treasury Bond ETF 243 246 11 iShares Broad USD Investment Grade Corporate Bond ETF 540 564 30 iShares Core S&P 500 ETF 11177 14329 12 iShares Core S&P Small-Cap ETF 1186 1299 98 iShares U.S. Treasury Bond ETF 2201 2258 71 JOHCM International Select Fund Institutional Shares 1561 1639 100 John Hancock Funds Disciplined Value Fund Class R6 2235 2229 41 PIMCO Investment Grade Credit Bond Fund Institutional Shares 355 370 43 Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 781 806 Difference between the book and fair market value of donated securities 278341 Investment management fees 553 553 0 Foreign tax 3 3 0 Excise tax 7591 0 0