2026-07-09T12:07:10-05:00 2025-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2025-01-01 208438048 Appelt Family Foundation APPE 7135247200 3701 Kirby Dr 1030 Houston TX 77098 Julie Tysor Taetz President, Director 7135247200 2026-07-09 1 Kurt Coburn P01638285 7134395739 2026-07-09 2025 2025-03-06 01:10:19Z X 15772388 X 34730 27372 27372 161710 161710 52777 52777 -32736 1508433 4874645 1508433 63189 63189 1848211 1813481 0 0 0 4200 2100 2100 131739 101739 30000 91017 76582 0 170 0 170 11707 11706 0 238833 192127 32270 745000 745000 983833 192127 777270 864378 1621354 501168 1721499 1721499 333246 615079 614650 4621701 4266013 5076968 775134 974155 986748 3348890 3815345 3348890 7261710 125477 110813 110813 10172071 11036449 15772388 0 0 X 0 0 0 0 10172071 11036449 10172071 11036449 10172071 11036449 10172071 864378 0 11036449 0 11036449 Publicly traded securities 2939600 2896169 43431 43431 Capital gain distributions 20045 20045 20045 Land - Bastrop, Fayette County D 2022-12-20 2025-11-06 1915000 470043 1444957 1444957 1508433 22537 0 22537 0 22537 13600 0 13000 0 26600 0 4063 4063 0 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 Amegy Wealth Advisors 717 West Loop South 11th Fl Houston TX 77027 Investment management 60500 The Appelt Co 3701 Kirby Dr 1030 Houston TX 77098 Administrative management 60000 0 0 6402626 1086904 8607537 16097067 0 0 16097067 241456 15855611 792781 792781 22537 22537 770244 0 770244 0 770244 777270 0 777270 770244 715942 0 0 777270 715942 0 0 61328 0 0 0 0 0 0 0 0 708916 0 0 0 X Adam's Angels Ministry PO Box 2573 Brenham TX 77834 N/A PC General Support 30000 Arts for Rural Texas PO Box 33 Fayetteville TX 78940 N/A PC General Support 30000 Avondale House 3737 OMeara Drive Houston TX 77025 N/A PC General Support 30000 Camp For All 3701 Kirby Dr Suite 570 Houston TX 77098 N/A PC General Support 100000 Colorado Springs Therapeutic Riding Center 3254 Paseo Road Colorado Springs CO 80909 N/A PC General Support 100000 Easter Seals New Hampshire 555 Auburn Street C/O Pamela Hawkes Manchester NH 03103 N/A PC General Support 25000 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 Houston Haven PO Box 102 Bellaire TX 77402 N/A PC General Support 20000 Lake George Community Drive PO Box 281 Lake George CO 80827 N/A PC General Support 10000 Northern Colorado Wildlife Center 3012 Rusitc Court Fort Collins CO 80526 N/A PC General Support 15000 Patriot Legacy Fund 320 Town Center Ave Suite C-11 182 Suwanee GA 30024 N/A PC General Support 30000 Paws for Heros 7941 Katy Freeway 175 Houston TX 77024 N/A PC General Support 20000 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 Scotty's House Brazos Valley 2424 Kent St Bryan TX 77802 N/A PC General Support 100000 Sweet Oak Collaborative 4001 East 29th Street 175 Bryan TX 77802 N/A PC General Support 30000 Texas Louisiana Gulf Coast Synod PO Box 99 LaGrange TX 78945 N/A PC General Support 20000 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 745000 0 14 27372 14 161710 16 -32736 18 1508433 Partnership K-1 income 14 58681 Royalty income 15 4508 0 1727968 0 1727968 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 34730 X Tax compliance 4200 2100 2100 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. 13,000 Accenture Capital Inc 4.2500% 10/04/31 12958 13030 23,000 Alphabet Inc 4.3750% 11/15/32 22974 23112 34,000 Amazon Com Inc 4.1000% 11/20/30 33964 34068 21,000 Amgen Inc 2.4500% 02/21/30 19419 19606 15,000 Astrazeneca Finance LLC 2.2500% 05/28/31 13838 13656 13,000 AT&T Inc 2.2500% 02/01/32 11348 11417 36,000 AT&T Inc 1.7000% 03/25/26 35568 35818 38,000 Bank Of America Corp 1.6580% 03/11/27 36874 37823 47,000 Bank Of America Corp 2.5720% 10/20/32 41901 42426 19,000 Blackrock Inc 2.1000% 02/25/32 16812 16789 24,000 BP Cap Mkts Amer Inc 3.9370% 09/21/28 23959 24038 26,000 Bp Cap Mkts Amer Inc 5.2270% 11/17/34 25955 26881 12,000 Chevron Usa Inc 4.8190% 04/15/32 12000 12355 13,000 Chevron Usa Inc 4.6870% 04/15/30 13023 13311 20,000 Chevron Usa Inc 4.9800% 04/15/35 19980 20533 49,000 Citigroup Inc 1.4620% 06/09/27 47415 48440 8,000 Comcast Corp New 5.3000% 06/01/34 8022 8261 13,000 Comcast Corp New 1.5000% 02/15/31 11353 11317 12,000 Elevance Health Inc 5.0000% 01/15/36 11957 11952 30,000 Eli Lilly & Co 4.9000% 10/15/35 29975 30580 17,000 Goldman Sachs Group Inc 2.6400% 02/24/28 16564 16736 5,000 Johnson & Johnson 4.7000% 03/01/30 5009 5156 9,000 JPMorgan Chase & Co 1.4700% 09/22/27 8618 8836 13,000 JPMorgan Chase & Co 1.5780% 04/22/27 12613 12903 51,000 JPMorgan Chase & Co 1.0400% 02/04/27 49335 50859 4,000 Lockheed Martin Corp 4.4000% 08/15/30 3995 4042 29,000 Lockheed Martin Corp 5.0000% 08/15/35 28970 29593 4,000 Meta Platforms Inc 4.8750% 11/15/35 3999 4001 6,000 Meta Platforms Inc 4.2000% 11/15/30 5993 6021 23,000 Meta Platforms Inc 5.6250% 11/15/55 22960 22119 7,000 Morgan Stanley 4.1330% 10/18/29 7000 7000 27,000 Morgan Stanley 1.5930% 05/04/27 26184 26766 13,000 Oracle Corp 2.9500% 04/01/30 12072 12015 26,000 Oracle Corp 1.6500% 03/25/26 25656 25836 17,000 Philip Morris Intl Inc 4.6250% 10/29/35 16805 16668 24,000 Philip Morris Intl Inc 4.8750% 02/13/29 23900 24582 25,000 Philip Morris Intl Inc 4.9000% 11/01/34 24511 25245 23,000 President&fellow Harvard Co 4.6090% 02/15/35 22937 23174 21,000 Sempra 5.4000% 08/01/26 21010 21135 13,000 Shell Fin Us Inc 4.1250% 11/06/30 12950 13010 13,000 Shell Fin Us Inc 4.7500% 01/06/36 12979 13007 30,000 T Mobile Usa Inc 4.6250% 01/15/33 29963 29877 67,000 US Bancorp 2.2150% 01/27/28 64573 65814 76,000 Verizon Communications Inc 1.7500% 01/20/31 66264 66940 913 iShares Core S&P 500 ETF 528389 625350 1,823 iShares Russell Mid-Cap Growth ETF 165199 249641 1,900 iShares Russell Mid-Cap Value ETF 212537 267995 1,369 American Centy Tr US Sml Cp Value ETF 129781 139610 3,682.609 Fidelity Advisor Emerging Markets Z 151503 185051 11,306.595 Pzena Emerging Markets Value Instl 143997 173442 14,776.846 MFS International Equity R6 494800 599644 2,635.557 T. Rowe Price International Discovery I 174542 197851 1,586.203 Nationwide Geneva Small Cap Growth IS 113568 122041 974 iShares Core US Aggregate Bond ETF 97612 97283 7,045.455 TCW MetWest Total Return Bond Fund Class I 65100 64607 8,379.986 Calamos Market Neutral Income I 119800 131565 12,440.06 Goldman Sachs Absolute Return Tracker Instl 117750 133233 3,828.613 Federated Hermes Corporate Bond Strategy 42053 39282 71,674.2 Federated Hermes Mortgage Strategy 628566 613531 87 Bank of Montreal 8086 11292 389 British American Tobacco Spons ADR (U.K. ) 16926 22025 83 Diageo PLC Sponsored ADR (UK) 10658 7160 497 Enbridge Inc 22352 23772 287 GSK PLC ADR 10587 14074 319 National Grid PLC Sponsored ADR (UK) 23065 24675 405 Sanofi ADR (France) 20546 19626 277 TC Energy Corp 13121 15238 392 TotalEnergies SE ACT 22805 25645 150 Unilever Plc ADS 9676 9810 81 Abbvie Inc 14469 18508 120 Altria Group Inc 7927 6919 85 American Electric Power Co Inc 8325 9801 58 Amgen Inc 16143 18984 128 Chevron Corp 20162 19508 51 CME Group Inc 13575 13927 97 Coca Cola Co 5950 6781 123 Duke Energy Corp 13265 14417 167 Exxon Mobil Corp 19022 20097 361 Firstenergy Corp 15123 16162 63 Gilead Sciences Inc 5168 7733 464 Huntington Bancshares Inc 7008 8050 75 Johnson & Johnson 12303 15521 102 Kimberly Clark Corp 13669 10291 61 Merck & Co. Inc 6351 6421 110 Paychex Inc 13223 12340 120 Pepsico, Inc. 19353 17222 841 Pfizer, Inc. 30393 20941 102 Philip Morris International 12912 16361 112 PNC Financial Services Group Inc 19018 23378 266 PPL Corporation 7477 9315 171 Prologis Inc 20070 21830 270 Realty Income Corp 15955 15220 62 Southern Company 4692 5406 38 Texas Instruments Inc. 6119 6593 398 Truist Financial Corporation 20028 19586 450 US Bancorp Del New 21733 24012 339 Verizon Communications Inc 18096 13807 68 WEC Energy Group 5852 7171 237 Xcel Energy Inc 13811 17505 198 Airbus Group SE Unsponsored ADR (France) 9170 11534 17 ASML Holdings N V NY Reg Shs 10045 18188 48 Eaton Corp PLC 7332 15288 26 Linde PLC 11841 11086 59 Taiwan Semiconductor-Spons ADR (Taiwan) 10203 17930 94 Airbnb Inc Class A 13119 12758 77 Alphabet Inc Cap Stk Class A 12455 24101 283 Amazon.Com Inc 42082 65322 177 Apple Inc 31491 48119 19 Arista Networks Inc 2545 2490 46 Broadcom Inc 8637 15921 306 Chipotle Mexican Grill Inc 11572 11322 32 Datadog Inc 4529 4352 16 Equinix Inc 12068 12259 28 Intuit Inc 15313 18548 38 Intuitive Surgical Inc 11804 21522 69 Marsh & McLennan Cos 11634 12801 87 Marvell Technology Group Ltd 6613 7393 75 Meta Platforms Inc. Class A 17058 49507 129 Microsoft Corp 38579 62387 164 Monster Beverage Corp New 6794 12574 313 Netflix Inc 11233 29347 585 Nvidia Corp 19095 109103 93 Oracle Corp Com 23166 18127 100 Palo Alto Networks Inc 9621 18420 116 PayPal Holdings Inc 9513 6772 69 RTX CORPORATION 6718 12655 23 S&P Global Inc 8934 12020 34 Salesforce Inc 6032 9007 46 Servicenow Inc 7178 7047 36 Sherwin Williams Co. 9138 11665 33 Stryker Corp 7514 11599 27 Synopsys Inc 14115 12682 41 Tesla Motors Inc 9577 18439 26 Thermo Fisher Scientific Inc 12952 15066 145 Uber Technologies Inc 4671 11848 32 Vertex Pharma Inc 12664 14508 98 Visa Inc Class A 21672 34370 17 WW Grainger, Inc 9436 17154 1734 Amcor Plc 17689 14487 615079 614650 0 0 Orange Cty-55.79%-305.878 AC 352747 0 352747 1929210 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 Lamesa Properties, Ltd AT COST 110813 110813 Partnership K-1 deductions 1083 1082 0 Rental property insurance 10068 10068 0 Repairs and maintenance 419 419 0 Deed recording fees 137 137 0 Partnership K-1 income 58681 58681 58681 Royalty income 4508 4508 4508 Administrative management fees 60000 30000 30000 Investment management fees 71739 71739 0 Excise tax 14435 0 0 Foreign tax 1516 1516 0 Severence tax 177 177 0 Property taxes 74889 74889 0