2026-09-11T14:42:23-05:00 2026-04-30 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2025-05-01 746053822 The DeBakey Medical Foundation DEBA 7137903155 One Baylor Plaza MS BCM 390 Houston TX 77030 Dr Herbert D Short III Pres/Trustee 7137903155 2026-09-11 1 Kurt Coburn P01638285 7134395739 2026-09-11 2025 X 98618445 X X 61474 61474 1946894 1946894 3681806 5405319 3681806 5690174 5690174 136667 27333 109334 7650 1530 6120 16089 8045 8044 405407 405407 0 391 391 0 139794 62238 0 2575 0 2575 209350 4864 204486 917923 509808 330559 4398550 4398550 5316473 509808 4729109 373701 5180366 136002 224191 224191 495179 1202594 1202594 500 500 500 225040 225040 203599 11523573 14378494 95783586 1113745 1113744 1103941 139914 139914 139914 100034 13633953 17284477 98618445 45073 23356 45073 23356 X 13588880 17261121 13588880 17261121 13633953 17284477 13588880 373701 3298540 17261121 0 17261121 Publicly traded securities 5405319 1723513 3681806 3681806 3681806 72007 0 72007 0 72007 72120 0 0 0 72120 X 0 113 113 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 None Karen Redding 2817864357 4635 Southwest Fwy Suite 505 Houston TX 77027 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Dr Herbert D Short III One Baylor Plaza MS BCM 390 Houston TX 77030 Pres/Trustee 10.00 100000 0 0 Dr George P Noon One Baylor Plaza MS BCM 390 Houston TX 77030 Treas/Trustee 1.00 10000 0 0 Dr Charles H McCollum One Baylor Plaza MS BCM 390 Houston TX 77030 Sec/Trustee (Dec. in December 2025) 1.00 6667 0 0 William H Caudill One Baylor Plaza MS BCM 390 Houston TX 77030 Trustee 1.00 10000 0 0 David R Lummis One Baylor Plaza MS BCM 390 Houston TX 77030 Trustee 1.00 10000 0 0 NONE 0 Fayez Sarofim & Co 909 Fannin St 2907 Houston TX 77010 Investment management 321076 0 0 93290065 1195313 100034 94585412 0 0 94585412 1418781 93166631 4658332 4658332 72007 72007 4586325 0 4586325 0 4586325 4729109 0 4729109 4586325 4332216 0 0 4729109 4332216 0 0 396893 0 0 0 0 0 0 0 0 4189432 0 0 0 X Baylor College of Medicine PO Box 4976 MSC 800 Houston TX 77210 N/A PC New Medical School agreement 2056218 Baylor College of Medicine PO Box 4976 MSC 800 Houston TX 77210 N/A PC George P. Noon, M.D. Endowed Chair in Surgery 500000 Baylor College of Medicine PO Box 4976 MSC 800 Houston TX 77210 N/A PC Michael E. DeBakey Excellence in Research Awards 50000 Baylor College of Medicine PO Box 4976 MSC 800 Houston TX 77210 N/A PC DeBakey Summer Student Program 40000 The John P McGovern Museum of Health and Medical Science 1515 Hermann Drive Houston TX 77004 N/A PC Supporting the Michael E. DeBakey Cell Lab 200000 Houston Methodist Hospital Foundation 1707 Sunset Blvd Houston TX 77005 N/A PC DeBakey Cardiovascular Surgery Fund 150000 Baylor College of Medicine PO Box 4976 MSC 800 Houston TX 77210 N/A PC Baylor Surgery Department 701166 Baylor College of Medicine PO Box 4976 MSC 800 Houston TX 77210 N/A PC Cullen Tower 701166 4398550 0 14 61474 14 1946894 18 3681806 0 5690174 0 5690174 0 0 0 0 0 0 0 0 0 0 Accounting 10144 5072 5072 Tax compliance 5945 2973 2972 JP Morgan Chase 2.95% 10/1/26 170243 174197 Morgan Stanley 3.625% 1/20/27 173027 174400 Goldman Sachs Grp 3.85% 1/26/27 171438 174622 American Express Ser B Note 192103 198542 Amazon Com Inc Note 3.45% 4/13 194560 196004 Home Depot, Inc. 2.7% 4/15/2030 107302 94089 Visa Inc. Note 2.05% 4/15/2030 105071 92087 1,200 shs Alcon Inc 51956 89844 5,000 shs ASML Holding NV 490637 7194950 19,000 shs Abbott Laboratories 245510 1725010 15,000 shs AbbVie Inc 15000 3169800 8,617 shs Advanced Micro Devices Inc 162542 3054640 35,000 shs Altria Group Inc 29837 2542750 15,000 shs Amazon.com Inc 3331178 3975900 8,500 shs American Express Co 151606 2745925 43,532 shs Apple Inc 232853 11812408 7,000 shs Automatic Data Processing Inc 169931 1483580 3,100 shs Blackrock Inc Com 772012 3303380 10,000 shs Canadian Pac Kans City Ltd 240625 869600 18,000 shs ChevronTexaco Corp 471235 3479580 9,000 shs Chubb Limited 916085 2943000 57,000 shs Coca-Cola Co 81733 4489320 14,000 shs Conocophillips 528732 1760920 15,162 shs Exxon Mobil Corp 189828 2339952 10,000 shs Intercontinental Exchange Inc 485701 1580900 14,354 shs JPMorgan Chase & Co 374013 4496104 4,300 shs Linde PLC 227125 2154902 5,875 shs McDonalds Corp 144504 1724841 1,700 shs Microsoft Corp 88885 693226 24,000 shs Nestle ADR 85750 2435520 6,000 shs Novartis AG-ADR 353819 887100 10,000 shs Novo Nordisk A/S ADR 53259 422200 3,000 shs Otis Worldwide Corp 212614 233640 8,400 shs Pepsico Inc 83399 1331316 40,000 shs Philip Morris International Inc 122417 6602800 16,400 shs Procter And Gamble 8021 2412276 6,000 shs RTX Coporation com 448683 1056400 20,000 shs Roche Holdings ADR 447215 1017600 5,000 shs S&P Global Inc 246904 2156150 1,200 shs Sandoz Group Ag Spon ADS 19516 96252 19,000 shs Texas Instruments Inc 749951 5340520 5,000 shs United Health Group Inc 1658255 1852400 7,000 shs Visa Inc 487163 2308880 225040 203599 0 0 1.775 Acres - Green River Dr, Houston, TX 77078 113854 0 113854 79659 0.5 Acres - Sunbeam St., Houston, TX 77033 2735 0 2735 6297 0.2 Acres - Main, S. Houston, TX 77587 23325 0 23325 14078 Insurance 9727 4864 4863 Medical Student Poetry Program 2750 0 2750 Office expense - reimburse Baylor 196710 0 196710 Office expenses 163 0 163 Difference between cost and market value of noncash grants 3298540 Investment advisor fees 405407 405407 0 Ad Valorem tax 3182 3182 0 Excise tax 77556 0 0 Foreign tax 59056 59056 0