2026-09-15T17:54:21-04:00 2025-12-31 760167652 WELLS & BEDARD PC CPAS 24 GREENWAY PLZ STE 440 HOUSTON TX 770462488 990PF 2025-01-01 760585804 FLORENCE AND WILLIAM K MCGEE JR FAMILY FOUNDATION FLOR 931 OLD LAKE ROAD HOUSTON TX 77057 FLORENCE W MCGEE PRESIDENT 7138711530 2026-09-15 DON BEDARD P00201350 7138711530 2026-09-15 2025 X 46560400 X 1973362 11533 11533 826701 826701 4566720 17197974 4566720 11093 11093 7389409 5416047 8750 4375 4375 11217 1217 10000 108417 36213 179708 179708 308092 221513 14375 1832000 1832000 2140092 221513 1846375 5249317 5194534 2709419 3365149 3365149 5191 8532 5191 5191 85720 114569 111807 19854618 23933190 35115274 5752431 4557967 7962979 8558 8558 28410720 31976066 46560400 19215 6419 19215 6419 X 28391505 31969647 28391505 31969647 28410720 31976066 28391505 5249317 33640822 1671175 31969647 PUBLICLY TRADED SECURITIES P 17196651 12613557 4583094 4583094 FROM RREF DEBT DOMESTIC 37-1948020 P 17697 -17697 -17697 PUBLICLY TRADED SECURITIES P 1073 1073 1073 4566720 72204 72204 72204 65790 30000 95790 X 23586 23586 false false false false false false false true true TX true false false false false true N/A FLORENCE WELLS MCGEE 7138711530 931 OLD LAKE ROAD HOUSTON TX 77057 false false false false false false false false false false false false false false false false false false false false FLORENCE W MCGEE 931 OLD LAKE ROAD HOUSTON TX 77057 PRESIDENT 000.00 0 0 0 THOMAS WELLS MCGEE 931 OLD LAKE ROAD HOUSTON TX 77057 VICE PRESIDE 000.00 0 0 0 WILLIAM WELLS MCGEE 931 OLD LAKE ROAD HOUSTON TX 77057 SECRETARY/TR 000.00 0 0 0 NONE NONE NONE N/A 30742137 2963994 9125279 42831410 42831410 642471 42188939 2109447 2109447 72204 72204 2037243 2037243 2037243 1846375 1846375 2037243 1812021 1846375 1812021 34354 2002889 FLORENCE W MCGEE FLORENCE WILLIAM MCGEE FOUNDATION 4605 POST OAK PLACE DR SUITE 223 HOUSTON TX 77027 7136215257 ADMIN@MCGEEFOUNDATION.ORG SEE ATTACHED GRANT REQUEST FORM. SEE ATTACHED GRANT REQUEST FORM. NONE BAKERRIPLEY 4450 HARRISBURG BLVD HOUSTON TX 77011 NONE PC OPERATIONS SUPPORT COMMUNITY CENTERS 15000 BOS PLACE 10050 BUFFALO SPEEDWAY HOOUSTON TX 77054 NONE PC GRIEF SUPPORT AND COMMUNITY 50000 BOY SCOUTS OF AMERICA 2225 N LOOP WEST HOUSTON TX 77008 NONE PC SCOUT REACH PROGRAM 10000 CAMP ALLEN-CAMP AND CONFERENCE CENT 18800 FM 362 RD NAVASOTA TX 77868 NONE PC BACK TO NATURE CAPITAL CAMPAIGN 45000 CASA DE ESPERANZA 2911 CORDER ST HOUSTON TX 77054 NONE PC GENERAL SUPPORT 50000 CENTER FOR THE MISSING 2500 BOLSOVER ST HOUSTON TX 77005 NONE PC MISSING CHILD PREVENTION AND EDUCATI 10000 CHILD ADVOCATES 3701 KIRBY DRIVE 400 HOUSTON TX 77098 NONE PC COURT SERVICES PROGRAM 5000 DEPELCHIN CHILDRENS CENTER 4950 MEMORIAL DR HOUSTON TX 77007 NONE PC CPS IN DFPS REGION 6 HARRIS COUNTY 500000 GREATER HOUSTON COMMUNITY FOUNDATIO 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 NONE PC KATHERINE FERUZZO LEGACY FOUNDATION 25000 HOPE AND HEALING CENTER & INSTITUTE 717 SAGE ROAD HOUSTON TX 77056 NONE PC GENERAL SUPPORT 100000 HOUSTON ACHIEVEMENT PLACE 245 WEST 17TH STREET HOUSTON TX 77008 NONE PC PROJECT CLASS 10000 HOUSTON AMAZING PLACE 3735 DREXEL HOUSTON TX 77027 NONE PC CAPITAL CAMPAIGN OPERATING SUPPORT 125000 HOUSTON AREA PARKINSON SOCIETY 2700 SOUTHWEST FREEWAY STE 296 HOUSTON TX 77098 NONE PC CAREGIVER SUPPORT PROGRAMS 10000 IMMUNIZATION PARTNERSHIP PO BOX 346 HOUSTON TX 77001 NONE PC FUNDING RESILIENT INFORMED STRONG EM 50000 JOHN P MCGOVERN MUSEUM OF HEALTH 1515 HERMANN DRIVE HOUSTON TX 77004 NONE PC FUNDING SUPPORT HEALTH EDUCATION 10000 MEMORIAL HERMANN FOUNDATION 929 GESSNER DRIVE STE 2650 HOUSTON TX 77024 NONE PC CHILD PSYCHOLOGIST CHILDRENS MEMORIA 140000 PERIWINKLE FOUNDATION 3400 BISSONNET STE 185 HOUSTON TX 77005 NONE PC SUPPORT SIGNATURE CAMP 10000 PRO-VISION INC 2656 S LOOP W STE 650 HOUSTON TX 77054 NONE PC CHARACTER DEVELOPMENT 10000 REMIND PO BOX 27607 HOUSTON TX 77227 NONE PC 2025 PROGRAM OPERATING SUPPORT 50000 SAN JOSE CLINIC 2615 FANNIN ST HOUSTON TX 77002 NONE PC GENERAL SUPPORT 10000 SHARPEN RECOVERY PO BOX 131364 HOUSTON TX 77219 NONE PC SUPPORT RECOVERY HOUSING 25000 SMALL STEPS NURTURING CENTER 2902 JENSEN DRIVE HOUSTON TX 77026 NONE PC GENERAL SUPPORT 25000 ST JOHNS SCHOOL 2401 CLAREMONT LANE HOUSTON TX 77019 NONE PC CAPITAL CAMPAIGN BUILDING 50000 THE ROSE 12700 N FEATHERWOOD STE 260 HOUSTON TX 77034 NONE PC EMPOWER HER 25000 VANDERBILT UNIVERSITY PO BOX 290369 NASHVILLE TN 37229 NONE PC CAREER ADVANCEMENT & ENGAGEMENT 12000 W OSCAR NEUHAUS MEMORIAL FOUNDATION 4433 BISSONNET ST BELLAIRE TX 77401 NONE PC FAMILY SUPPORT PROGRAM 10000 WILLIAM MARSH RICE UNIVERSITY PO BOX 1892 MS-81 HOUSTON TX 77251 NONE PC OPERATING SUPPORT BAKER INSTITUTE 10000 YOUNG AUDIENCES INC OF HOUSTON 675 BERING STE 300 HOUSTON TX 77057 NONE PC GENERAL SUPPORT 10000 PRISON ENTREPRENEURSHIP PROGRAM 6501 NAVIGATION BLVD STE H7 HOUSTON TX 77011 NONE PC SUPPORT OLIVER BELL UNIT 10000 MONARCH COMMUNITY INC 505 SUL ROSS HOUSTON TX 77006 NONE PC CONSTRUCTION KITCHEN-DINING SUPPORT 150000 UT HEALTH HOUSTON 6901 BERTNER STREET ROOM 869 HOUSTON TX 77030 NONE PC MATCHING GIFT SUPPORT 100000 NEW HOPE HOUSING INC 3315 HARRISBURG BOULEVARD SUITE 400 HOUSTON TX 77003 NONE PC SUPPORT YOUTH PROGRAM 20000 CAMP FOR ALL FOUNDATION 3701 KIRBY DRIVE SUITE 570 HOUSTON TX 77098 NONE PC BLAZING NEW TRAILS CAPITAL CAMPAIGN 100000 KIDS MEALS INC 8790 HAMMERLY BLVD HOUSTON TX 77080 NONE PC BUILDING CAPITAL CAMPAIGN 50000 1832000 14 11533 14 826701 18 4566720 SECURITIES LITIGATION 14 PARTNERSHIP INCOME 14 OTHER INCOME 14 11093 5416047 5416047 false false false false false false false false false false X X 1 FLORENCE W MCGEE 931 OLD LAKE ROAD HOUSTON TX 77057 1973362 X 1 7,096 APPLE INC 1973362 2025-12-10 TAX PREPARATION 8750 4375 4375 SEE ATTACHED ACCOUNT 39578 5775031 7244847 SEE ATTACHED ACCOUNT 39577 4090369 4677920 SEE ATTACHED ACCOUNT 25796 4401083 9931755 SEE ATTACHED ACCOUNT 54624 1944249 2774232 A/C 54624 CENTRAIS ELETRICAS 1825 SH 15016 15732 SEE ATTACHED ACCOUNT 54625 5438809 6396706 A/C 39577 ISHARES RUSSELL 1368 SHARE 229251 247895 A/C 39579 ASHMORE EMERG 71895 SH 499499 386797 A/C 36579 PIMCO MORTGAGE 118130 SH 1100000 1113961 A/C 39579 SPDR GOLD ETF 1000 SHARES 137695 396310 A/C 54622 APPLE INC 7096 SHARES 302188 1929119 114569 111807 TROY OZ GOLD AT COST 407717 1353341 TROY OZ PLATINUM AT COST 336155 771668 NINETEEN77 GLOBAL MULTI-STRATEGY LTD AT COST RREF IV DEBT DIRECT DOMESTIC LP AT COST 364575 344643 BLACKROCK PRIVATE OPP FD IV, LP AT COST 290566 463594 AG SUPER FUND INTL LTD AT COST 900000 1212890 ALPHAKEYS MILLENNIUM FUND AT COST 283594 304684 LINDEN INTL LTD AT COST 900000 1916274 CLOVER PCO II ORIGINATION FEEDER LP AT COST 99246 247685 CANYON DISTRESSED OPPTNT FD III AT COST 125924 320052 ALKEON INNOVATION OFFSHORE AT COST 594441 606221 GLOBAL MULTI STRATEGY AT COST 255749 421927 8558 8558 EXCESS OF FMV OVER COST OF STOCK 1671175 EXPENSES ADR FEES 16041 16041 INVESTMENT FEE 163667 163667 OTHER INCOME 11093 11093 INVESTMENT EXPENSE 1217 1217 OTHER PROFESSIONAL FEES 10000 10000 FEDERAL EXCISE TAX 72204 FOREIGN TAX 36213 36213