2025-04-21T13:37:18-05:00 2024-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2024-01-01 208438048 Appelt Family Foundation APPE 7135247200 3701 Kirby Dr 1030 Houston TX 77098 Julie Tysor Taetz President, Director 7135247200 2025-04-21 1 0 Kurt Coburn P01638285 7134395739 2025-04-21 2024 2025-03-06 01:10:19Z X 14946374 X 31064 24030 24030 161783 161783 51777 51777 -14072 868590 4204713 868590 15857 15857 1153101 1122037 0 0 0 3700 1850 1850 131481 101481 30000 74862 55976 0 170 0 170 10561 10560 0 220774 169867 32020 675300 675300 896074 169867 707320 257027 952170 311270 121498 501168 501450 408371 333246 318270 4437312 4621701 4976808 597214 775134 763989 3815345 3915436 3815345 8260380 123943 125477 125477 9915044 10172071 14946374 0 0 X 0 0 0 0 9915044 10172071 9915044 10172071 9915044 10172071 9915044 257027 0 10172071 0 10172071 Publicly traded securities 3317983 3180335 137648 137648 Capital gain distributions 31730 31730 31730 Land - Bastrop County D 2022-12-20 2024-05-28 855000 155788 699212 699212 868590 13235 0 13235 0 13235 12400 0 0 0 12400 0 835 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A Gary Clayton 7133337215 3701 Kirby Dr Ste 1030 Houston TX 77098 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Julie S Tysor 3701 Kirby Dr Ste 1030 Houston TX 77098 President, Director 5.00 30000 0 0 Gary L Appelt 3701 Kirby Dr Ste 1030 Houston TX 77098 VP, Director 1.00 0 0 0 Kenneth L Appelt 3701 Kirby Dr Ste 1030 Houston TX 77098 Director 1.00 0 0 0 Amy Appelt Wallingford 3701 Kirby Dr Ste 1030 Houston TX 77098 Director 1.00 0 0 0 Carrie Appelt Richardson 3701 Kirby Dr Ste 1030 Houston TX 77098 Director 1.00 0 0 0 NONE 0 The Appelt Co 3701 Kirby Dr 1030 Houston TX 77098 Administrative management 60000 Amegy Wealth Advisors 717 West Loop South 11th Fl Houston TX 77027 Investment management 56830 0 0 5928513 840343 8688384 15457240 0 0 15457240 231859 15225381 761269 761269 13235 13235 748034 0 748034 0 748034 707320 0 707320 748034 675228 0 0 707320 675228 0 0 32092 0 0 0 0 0 0 0 0 715942 0 0 0 X Arts for Rural Texas PO Box 33 Fayetteville TX 78940 N/A PC General Support 25000 Avondale House 3737 OMeara Drive Houston TX 77025 N/A PC General Support 25000 Brazos Valley Food Bank PO Box 74 Bryan TX 77806 N/A PC General Support 25000 Camp For All 3701 Kirby Dr Suite 570 Houston TX 77098 N/A PC General Support 100000 Easter Seals New Hampshire 555 Auburn Street Manchester NH 03103 N/A PC General Support 75000 Far View Horse Rescue PO Box 1529 Fairplay CO 80440 N/A PC General Support 15000 Friends of Chamber Music PO Box 4648 Bryan TX 77805 N/A PC General Support 20000 Lake George Community Drive PO Box 281 Lake George CO 80827 N/A PC General Support 10000 Miracle Farm Inc 10802 FM 2621 Brenham TX 77833 N/A PC General Support 100000 Patriot Legacy Fund 3920 Suwanee Bend Dr Suwanee GA 30024 N/A PC General Support 30000 Paws for Heros 7941 Katy Freeway 175 Houston TX 77024 N/A PC General Support 20300 Pi Beta Phi Foundation PO Box 2187 Columbus GA 31902 N/A PC General Support 25000 Robert Conte Foundation for Parkinson's 17850 Rock Prairie Rd College Station TX 77845 N/A PC General Support 25000 Rocky Mountain Elk Foundation Inc 86 Stoll Circle Lake George CO 80827 N/A PC General Support 25000 Round Top Family Library PO Box 245 Round Top TX 78954 N/A PC General Support 30000 Spring Branch-Memorial Sports Association PO Box 800211 Houston TX 77280 N/A PC General Support 30000 Texas Louisiana Gulf Coast Synod PO Box 99 LaGrange TX 78945 N/A PC General Support 25000 Tiny Hope Village 708 W 17th Street Bryan TX 77803 N/A PC General Support 35000 Vail Health Foundation PO Box 1529 Vail CO 81658 N/A PC General Support 35000 675300 0 14 24030 14 161783 16 -14072 18 868590 Partnership K-1 income 14 12276 Royalty income 15 3581 0 1056188 0 1056188 0 0 0 0 0 0 0 0 0 0 X X 1 The Estate of Leslie L Appelt 3701 Kirby Drive Suite 1030 Houston TX 77098 31064 X Tax compliance 3700 1850 1850 Pursuant to Code Sec. 4942(h) and Reg 53.4942(a)-3(d)(2) the foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of undistributed income from designated prior years in the following amounts:Tax Year Amount December 31, 2018 $2,817December 31, 2019 $5,005December 31, 2020 $4,925December 31, 2021 $6,504 Julie S Tysor The foundation paid a management fee of $60,000 to The Appelt Company, reported on Part I, Line 16c, for ordinary and necessary personal services performed for the foundation during the tax year. Julie Tysor is employed by The Appelt Company. She is not employed or compensated by the foundation. The fee is not paid to Julie Tysor directly, but it is estimated that approximately half of the fee is attributed to her services performed for the foundation. The foundation is making this disclosure pursuant to revised IRS guidance per Announcement 2021-18. Accenture Capital Inc 4.2500% 10/04/31 10982 10568 Accenture Capital Inc 4.5000% 10/04/34 7992 7603 Amgen Inc 2.4500% 02/21/30 16431 15912 Astrazeneca Finance LLC 2.2500% 05/28/31 11898 11081 Automatic Data Processing 4.4500% 09/09/34 20925 20009 Bank Of America Corp 1.6580% 03/11/27 30356 30834 Bank Of America Corp 2.5720% 10/20/32 35254 33775 Blackrock Inc 2.1000% 02/25/32 14010 13193 Citigroup Inc 1.4620% 06/09/27 39689 39989 Comcast Corp New 1.5000% 02/15/31 9435 8956 Comcast Corp New 5.3000% 06/01/34 9982 9999 CVS Health Corp 5.0000% 02/20/26 20989 20981 CVS Health Corp 5.5500% 06/01/31 26013 25810 Gilead Sciences Inc. 5.1000% 06/15/35 25896 25607 Goldman Sachs Group Inc 2.6400% 02/24/28 13530 13354 Johnson & Johnson 4.9000% 06/01/31 10010 10064 JPMorgan Chase & Co 1.0400% 02/04/27 41517 42274 JPMorgan Chase & Co 1.4700% 09/22/27 7494 7568 JPMorgan Chase & Co 1.5780% 04/22/27 10435 10559 Morgan Stanley 1.5930% 05/04/27 21806 22048 Philip Morris Intl Inc 11/01/34 34189 33641 Philip Morris Intl Inc 4.8750% 02/13/29 20830 20972 President&fellow Harvard Co 4.6090% 02/15/35 20978 20391 Sempra 5.4000% 08/01/26 17983 18150 Shell Fin US Inc 2.7500% 04/06/30 42355 40446 United Parcel Svcs Sr Nt 5.1500% 05/22/34 15992 15978 US Bancorp 2.2150% 01/27/28 54144 54039 BP Cap Mkts Amer Inc 5.2270% 11/17/34 21912 21687 BP Cap Mkts Amer Inc 3.9370% 09/21/28 20999 20366 Oracle Corp 1.6500% 03/25/26 22118 22177 Oracle Corp 2.9500% 04/01/30 10060 9936 AT&T Inc 1.7000% 03/25/26 29931 29881 AT&T Inc 2.2500% 02/01/32 9460 9098 Verizon Communications Inc 1.7500% 01/20/31 55539 53575 Totalenergies Cap Sa 4.7240% 09/10/34 14000 13468 Apple Inc 31972 44074 Abbvie Inc 12970 14216 Airbnb Inc Class A 8321 8016 Adobe Systems Inc 10307 10228 American Electric Power Co Inc 12613 12174 Amgen Inc 14224 13553 Amazon.Com Inc 49125 70424 Alexandria Real Estate Eq Inc 13567 11413 Bristol-Myers Squibb Co. 20039 22454 Salesforce Inc 15863 23403 Chevron Corp 21670 19988 Duke Energy Corp 14269 14329 Equinix Inc 12844 16029 Entergy Corp. 7800 10842 Gilead Sciences Inc 18180 23000 Alphabet Inc Cap Stk Class A 12869 14765 WW Grainger, Inc 8424 16865 Huntington Bancshares Inc 12501 14025 Intercontinental Exchange Inc 2917 3874 Intuit Inc 11993 14456 Intuitive Surgical Inc 9436 17225 Johnson & Johnson 16955 15474 Coca Cola Co 10375 10709 Kenvue Inc 9907 10227 Eli Lilly & Co 8276 12352 Meta Platforms Inc. Class A 20617 48597 Marsh & McLennan Cos 8690 11258 Monster Beverage Corp New 8837 11038 Morgan Stanley 7399 9052 Microsoft Corp 41800 57324 Netflix Inc 10982 31196 Nvidia Corp 17020 77485 Realty Income Corp 15469 13780 Palo Alto Networks Inc 10293 18924 Paychex Inc 8131 8974 Pepsico, Inc. 13811 12165 Pfizer, Inc. 21599 12761 Prologis Inc 15835 14058 Philip Morris International 14890 17210 PNC Financial Services Group Inc 14730 16778 PPL Corporation 7962 9284 PayPal Holdings Inc 16228 15363 RTX Corporation 10699 12613 Starbucks Corp 4412 4289 Sherwin Williams Co. 9436 12577 Southern Company 8947 9878 S&P Global Inc 12305 15439 Stryker Corp 7850 12242 AT&T Inc. 10815 12136 Truist Financial Corporation 17453 14836 Target Corp 9445 10274 Thermo Fisher Scientific Inc 15328 15087 Tesla Motors Inc 7280 14942 Uber Technologies Inc 5956 10858 United Health Group Inc 20630 20740 Union Pacific Corp. 10583 10490 United Parcel Service Inc Class B 11638 8070 US Bancorp Del New 19751 19945 Visa Inc Class A 29973 41717 Verizon Communications Inc 29006 23314 Workday Inc 13813 14708 WEC Energy Group 6240 6865 Williams Company Inc 5039 7414 Xcel Energy Inc 16265 19108 Exxon Mobil Corp 8854 7960 Zoetis Inc 11374 10590 Accenture PLC Ireland Shs Class A 10407 12313 Alcon Inc 9181 10272 Amcor Plc 8431 6502 ASML Holdings N V NY Reg Shs 11107 12475 Bank of Montreal 11749 12422 Canadian Imperial Bank of Commerce 5933 6133 Diageo PLC Sponsored ADR (UK) 11536 11442 Enbridge Inc 23910 22658 Eaton Corp PLC 7972 16594 Icon Plc 3447 3355 Lyondellbasell Industries NV Shs Class A 17846 14483 National Grid PLC Sponsored ADR (UK) 21934 17885 Novo-Nordisk A/S-Spons ADR (Denmark) 2882 2839 Sanofi ADR (France) 18939 18086 TC Energy Corp 16226 16797 Taiwan Semiconductor-Spons ADR (Taiwan) 13691 16984 TotalEnergies SE Sponsored ADS 20430 19511 iShares Core S&P 500 ETF 419208 436801 iShares Russell Mid-Cap Growth ETF 168819 235755 iShares Russell Mid-Cap Value ETF 186462 221042 Harbor Small Cap Value Ret 234600 249507 Nationwide Geneva Small Cap Growth IS 211900 247173 MFS International Equity R6 443800 456042 T. Rowe Price International Discovery I 176750 167767 Harding Loevner Inst'l Emerging Mkts 175450 150191 Pzena Emerging Markets Value Instl 146700 136804 Federated Hermes Corporate Bond Strategy 88661 84067 Federated Hermes Mortgage Strategy 704478 674462 DoubleLine Emerging Markets Fixed Inc I 151650 147305 Aristotle Floating Rate Income Fund Cl I2 147150 146069 Calamos Market Neutral Income I 114100 119591 Goldman Sachs Absolute Return Tracker Instl 111550 118027 333246 318270 0 0 Fayette Cty, 50%, 15.572A 39865 0 39865 75000 Orange Cty-55.79%-305.878 AC 436417 0 436417 2012880 Bastrop Cty PF 7-2-9-CVForest 23582 0 23582 30000 Bastrop Cty PF 7-2-8-CVForest 23582 0 23582 30000 Bastrop Cty PF 7-2-7-CVForest 23582 0 23582 30000 Bastrop Cty PF 7-1-51 34326 0 34326 50000 Bastrop Cty PF 8-1-6 12699 0 12699 30000 Bastrop Cty PhII-6-12-24 2000 0 2000 10000 Bastrop Cty-127.004 Ac-Orchard 657932 0 657932 1000000 Bastrop Cty-552.271 Ac Ranch 2116686 0 2116686 4000000 Bastrop Cty 17.986 AC Higgins 90000 0 90000 160000 Bastrop Cty 50% UDI-5.833 Ac 82500 0 82500 82500 Bastrop Cty 50% UDI-244.745 Ac 272174 0 272174 750000 Lamesa Properties, Ltd AT COST 125477 125477 Partnership K-1 deductions 1142 1141 0 Rental property insurance 8718 8718 0 Repairs and maintenance 701 701 0 Partnership K-1 income 12276 12276 12276 Royalty income 3581 3581 3581 Administrative management fees 60000 30000 30000 Investment management fees 69045 69045 0 Land surveyor 2436 2436 0 Excise tax 18886 0 0 Foreign tax 1918 1918 0 Severence tax 64 64 0 Property taxes 53994 53994 0