2024-05-15T16:09:47-05:00 2023-06-30 263843250 Owens Consortium PLLC 70 NE Interstate Loop 410 Ste 975 San Antonio TX 78216 990PF 2022-07-01 300654055 The Ewing Halsell Foundation EWIN 2102232649 711 Navarro 737 San Antonio TX 78205 Jackie Moczygemba Executive Director 2102232640 2024-05-15 1 Jackie Moczygemba 999009999 0 David S Owens P00387441 2104995650 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 177642325 X X 1450246 1450246 894970 894970 1221829 50186138 1221829 10564502 10564502 14131547 14131547 338000 84500 253500 54329 13582 40747 102560 25640 76920 58775 57599 1176 25930 25930 0 644974 625673 19300 971512 741570 13787 1430 1430 81291 20323 60968 16839 4210 12629 141588 93126 48462 2437228 1693583 527489 7667700 7667700 10104928 1693583 8195189 4026619 12437964 7104552 4086263 4086263 7684619 10316603 10316603 11468802 32900112 32056863 25146232 22107044 31064539 13510295 8714621 7467055 78471348 69172859 92551456 230975 209606 25812 21369 21369 14170 78177 78177 143425830 147397048 177642325 55932 3544 55932 3544 X 143369898 147393504 143369898 147393504 143425830 147397048 143369898 4026619 0 147396517 3013 147393504 Morgan Stanley 1051273 1156353 -105080 -105080 Morgan Stanley 3177749 1522269 1655480 1655480 Maren Capital 24423 23500 923 923 Polen Capital 925894 918526 7368 7368 Quantum 2472828 2190781 282047 282047 Vulcan 7359008 7555777 -196769 -196769 Richmond 14013211 15319498 -1306287 -1306287 Charles Schwab Funding 1404097 1418208 -14111 -14111 Blackrock SIO 16070082 17258647 -1188565 -1188565 Basso SPAC Fund 948129 948129 948129 Bayview Opportunity Offshore 29541 29541 29541 Echo Street 220000 220000 220000 Ellington Credit Opportunity Fund 90388 19735 70653 70653 Empyrean Capital 505031 505031 505031 Insolve Fund III 201463 201463 201463 JHL Capital Group 1496970 1496970 1496970 Liftbridge Fund 1 62511 62511 62511 Light Street Xenon 1504170 -1504170 -1504170 Rose Grove Capital 23253 -23253 -23253 Varde Investment Partners Offshore 74567 74567 74567 Echo Street K-1 35604 -35604 -35604 Echo Street K-1 4778 4778 4778 PFM Biotech Opportunities Fund K-1 12973 -12973 -12973 Basso SPAC Fund K-1 54195 54195 54195 Basso SPAC Fund K-1 5015 -5015 -5015 1221829 172888 0 172888 0 172888 245331 0 0 0 245331 44 72399 72399 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 www.ewinghalsell.org Jackie Moczygemba 2102232649 711 Navarro Suite 737 San Antonio TX 78205 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Edward H Austin Jr 711 Navarro St Ste 737 San Antonio TX 78205 Director 2.25 25000 0 0 Jackie Moczygemba 711 Navarro St Ste 737 San Antonio TX 78205 Executive Director 40.00 225500 0 0 William Harte 711 Navarro St Ste 737 San Antonio TX 78205 Director 2.00 25000 0 0 William Scanlan 711 Navarro St Ste 737 San Antonio TX 78205 Director 1.75 25000 0 0 Steve C Lewis 711 Navarro St Ste 737 San Antonio TX 78205 Director 2.00 25000 0 0 Henry B Gonzalez III 711 Navarro St Ste 737 San Antonio TX 78205 Director 2.00 12500 0 0 Lisa Klar 711 Navarro St Ste 737 San Antonio TX 78205 Special Projects Man 10.00 54329 0 0 0 BBR Partners 140 East 45th Street 26th Floor New York NY 10017 Investment Managers 150000 Quantum Capital Management 223 East Chestnut Street Lancaster PA 17602 Investment Managers 62661 Richmond Capital Management 1000 Louisiana St Ste 550 Houston TX 77002 Investment Managers 53134 0 0 159361095 8178464 0 167539559 0 0 167539559 2513093 165026466 8251323 8251323 172888 172888 8078435 0 8078435 0 8078435 8195189 0 8195189 8078435 0 0 741639 3217682 3959321 8195189 0 0 0 8078435 116754 0 0 4076075 0 0 0 0 0 0 741639 3334436 3217682 116754 Jackie Moczygemba Executive Directo 711 Navarro Street Ste 737 San Antonio TX 78205 2102232640 Call the Executive Director to discuss project/program and setup a meeting, then submit the following: 1. Proposal Letter (1-5 Narrative format) 2. IRS Determination Letter 3. Supplemental information that is relevant to request. Not accepting any new grant applications at this time. The Foundation, by the terms of its governing documents, can only provide funds that will be expended in Texas. 50Can 1380 Monroe St NW 413 Washington DC 20010 Public Charity Program Support 500000 Alamo Public Telecommunications Council (KLRN) 501 Broadway San Antonio TX 78205 Public Charity Program Support 62700 Boy Scouts of America- Alamo Area Council 2226 NW Military Highway San Antonio TX 78213 Public Charity Program Support 5000 BTX Schools Inc 11485 N 136th Street Suite 109 Scottsdale AZ 85259 Public Charity Program Support 900000 Choose to Succeed 700 North St Marys Street Suite 880 San Antonio TX 78205 Public Charity Program Support 250000 Choose to Succeed 700 North St Marys Street Suite 880 San Antonio TX 78205 Public Charity Program Support 300000 Cibolo Nature Center 140 City Park Road Boerne TX 78006 Public Charity Program Support 100000 City Kid Adventures 2730 FM 2200 W Devine TX 78016 Public Charity Program Support 5000 Compass Rose Education Inc 8005 Outer Circle Drive San Antonio TX 78235 Public Charity Program Support 250000 Essence Preparatory Public School 723 SE Loop 410 Acc Rd San Antonio TX 78220 Public Charity Program Support 200000 Families Empowered 2050 N Loop W Ste 230 Houston TX 77018 Public Charity Program Support 50000 Girl Scouts of South Texas 811 N Coker Loop San Antonio TX 78216 Public Charity Program Support 5000 Great Hearts Texas 3102 N 56th Street Suite 300 Phoenix AZ 85018 Public Charity Program Support 1150000 Haven for Hope of Bexar County 1 Haven for Hope Way San Antonio TX 78207 Public Charity Program Support 5000 Hill Country Youth Ranch 3522 Junction Hwy Ingram TX 78025 Public Charity Program Support 50000 KIPP San Antonio 731 Fredericksburg Road San Antonio TX 78201 Public Charity Program Support 500000 McNay Art Museum 6000 N New Braunfels San Antonio TX 78209 Public Charity Program Support 5000 Old Spanish Missions Inc PO Box 28410 San Antonio TX 78228 Public Charity Program Support 100000 Opera San Antonio PO Box 2641 San Antonio TX 78299 Public Charity Program Support 20000 Promesa Academy Inc 603 Merida San Antonio TX 78207 Public Charity Program Support 250000 Royal Public Schools 4018 S Presa St San Antonio TX 78223 Public Charity Program Support 250000 Salvation Army of San Antonio 2802 W Ashby Place San Antonio TX 78228 Public Charity Program Support 5000 San Antonio Botanical Society 555 Funston Pl San Antonio TX 78209 Public Charity Program Support 300000 San Antonio Charter Moms 708 W Summit Ave San Antonio TX 78212 Public Charity Program Support 50000 San Antonio Livestock Exposition Inc 3201 E Houston St San Antonio TX 78220 Public Charity Program Support 5000 San Antonio Museum of Art 200 W Jones Ave San Antonio TX 78215 Public Charity Program Support 100000 San Antonio Nonprofit Council 208 West Euclid Ave San Antonio TX 78212 Public Charity Program Support 5000 San Antonio Preparatory Public Charter School 6127 Summer Fest Dr San Antonio TX 78244 Public Charity Program Support 150000 San Antonio River Foundation 100 E Guenther San Antonio TX 78204 Public Charity Program Support 20000 San Antonio Sports PO Box 830386 San Antonio TX 78283 Public Charity Program Support 25000 School for Excellence in Education DBA Legacy Traditional Schools 1826 Basse Rd San Antonio TX 78213 Public Charity Program Support 250000 School of Science and Technology- Public Charter School 1450 NE Interestate 410 Loop San Antonio TX 78209 Public Charity Program Support 250000 Texas Agricultural Land Trust 4040 Broadway St 430 San Antonio TX 78209 Public Charity Program Support 300000 Texas Biomedical 8715 W Military Dr San Antonio TX 78227 Public Charity Program Support 100000 Texas Brigades 6644 FM 1102 New Braunfels TX 78132 Public Charity Program Support 5000 Texas Charter School Association 3801 S Capital of Texas Hwy Suite 330 Austin TX 78704 Public Charity Program Support 30000 Texas Facilities Fund 228 Park Ave S New York NY 10003 Public Charity Program Support 750000 Texas Wildlife Association Foundation 6644 FM 1102 New Braunfels TX 78132 Public Charity Program Support 5000 Trinity University 1 Trinity Place San Antonio TX 78212 Public Charity Program Support 100000 Valor Texas Education Foundation 17550 1-10 8th Floor San Antonio TX 78229 Public Charity Program Support 250000 YMCA of Greater San Antonio 3233 N St Marys San Antonio TX 78212 Public Charity Program Support 5000 Youth Orchestra of San Antonio 106 Auditorium Circle San Antonio TX 78205 Public Charity Program Support 5000 7667700 0 14 1450246 14 894970 14 10564502 18 1221829 0 14131547 0 14131547 0 0 0 0 0 0 0 0 0 0 Accounting 25930 25930 0 Corporate Bonds- Richmond 8714621 7467055 Corporate Stocks- MSSB 10634912 16067991 Corporate Stocks- Polen Capital Management 5909761 6603288 Corporate Stocks- Quantum Capital Management 5562371 8393260 32900112 32056863 0 0 Nonpublic Equity Funds & Investment Partnerships AT COST 55291714 74662016 Exchange Traded Funds AT COST 8768971 12660152 Commercial CMOs and Other Fixed Income Positions- Richmond AT COST 1166177 1090971 Oil and Gas Agency Account AT COST 1334612 1334612 Corporate Stocks- Maren Capital Holdings AT COST 2611385 2803705 Legal Fees 58775 57599 1176 Purchased Interest 14170 6446 6446 Federal Excise Tax Receivable 71731 71731 Book/Tax Difference - Depreciation 3013 Bank Charges 555 139 416 Document Maintenance & Support 504 126 378 Dues & Subscriptions 11724 2931 8793 Insurance 23808 5952 17856 Parking 5318 1330 3989 Postage 1744 436 1308 Supplies 830 207 622 Technology Expense 14774 3693 11081 Telephone 4218 1054 3164 Other Deductions- Echo Street K-1 60638 60638 0 Repairs and Maintenance 1140 285 855 Other Deductions- PFM Biotech Opportunities K-1 1850 1850 0 Other Deductions- CB Offshore Credit K-1 8065 8065 0 Other Deductions- Basso SPAC Fund K-1 4669 4669 0 Other Deductions- Marblegate Partners Offshore Fund K-1 1751 1751 0 Oil & Gas Royalties 85012 85012 85012 Settlement Proceeds 327 327 327 Lease Related Proceeds 35000 35000 35000 Echo Street K-1 Other Income -48095 -48095 -48095 Oil & Gas Royalties - Bluestem 10462267 10462267 10462267 Basso SPAC Fund K-1 Other Income 7022 7022 7022 Marblegate Partners Offshore Fund II K-1 Other Income 22969 22969 22969 Payroll Liabilities 3822 3544 Excise Taxes Payable 52110 0 Investment Management Services 351343 351343 0 Mineral Management 204689 204689 0 Pension Plan Management 4134 1033 3100 Computer Technician 21600 5400 16200 Investment Interest Expense- Echo Street K-1 367 367 0 Investment Interest Expense- PFM Biotech Opportunities K-1 1 1 0 Investment Interest Expense- Basso SPAC Fund K-1 62840 62840 0 Payroll Taxes 18383 4596 13787 Property Taxes 213497 213497 0 Production Taxes 521558 521558 0 Excise Taxes 216155 0 0 Foreign Tax- Echo Street 1919 1919 0