2024-09-17T10:41:55-05:00 2023-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2023-01-01 200528919 D3 Foundation D3FO 7134914840 5330 Montrose Blvd Houston TX 77005 Samantha K Schatte President 7134914840 2024-09-17 1 0 Barbara Murphy P01386215 7134395739 2024-09-12 2023 2024-08-08 14:25:15Z X 900419 X 11300 X 1710 1710 24513 24513 19 19 12 1318 582 38860 26817 0 0 0 3926 3926 0 125 0 125 5432 0 5432 9483 3926 5557 184052 184052 193535 3926 189609 -154675 22891 917 4744 4744 763462 509350 509350 93505 112733 27940 1604 1655 1385 150000 226331 357000 1009488 854813 900419 0 0 X 0 0 0 0 1009488 854813 1009488 854813 1009488 854813 1009488 -154675 0 854813 0 854813 Capital gain distributions P 6 6 6 From Sch K-1 (Form 1065) P 6 6 6 12 318 0 318 0 318 0 0 0 0 0 0 318 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 d3charity.org Andrew A Schatte 7134914840 5330 Montrose Blvd Houston TX 77005 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 Samantha K Schatte 5330 Montrose Blvd Houston TX 77005 President 1.00 0 0 0 Ali Williams 5330 Montrose Blvd Houston TX 77005 Vice President 1.00 0 0 0 Andrew A Schatte 5330 Montrose Blvd Houston TX 77005 Treasurer 1.00 0 0 0 Annette Clark Schatte 5330 Montrose Blvd Houston TX 77005 Secretary 1.00 0 0 0 Thomas Williams 5330 Montrose Blvd Houston TX 77005 Assistant Secretary 1.00 0 0 0 NONE 0 NONE 0 0 65763 641513 330493 1037769 0 0 1037769 15567 1022202 51110 51110 318 318 50792 0 50792 0 50792 189609 0 189609 50792 0 0 28603 219802 118374 99669 301581 768029 189609 0 0 0 50792 138817 0 0 906846 0 0 0 0 0 0 28603 878243 219802 118374 99669 301581 138817 Andrew A Schatte Annette Clark Schatte Andrew A Schatte 5330 Montrose Houston TX 77005 7134914840 A letter describing the potential grantee and outlining how the funds would be used. None. Grants are generally only awarded for the support and development of programs that relieve hunger, provide safe clean drinking water, provide educational opportunities for young people, and develop opportunities for employment and economic advancement in the United States, Africa and South America. Candelighters Childhood Cancer Family Alliance 12919 Southwest Fwy 100 Stafford TX 77477 N/A PC Childhood cancer research 2500 Fort Bend County Expose Excellence Youth Foundation 1422 Eugene Heimann Circle Richmond TX 77469 N/A GOV Charity cycling event to benefit victims of violent crimes and youth programs 5000 Hunter College - Project HAPPY 695 Park Ave 1000W New York NY 10065 N/A GOV Saturday program support 4500 National Brittany Rescue and Adoption Network Inc 94 Deer Path Road Clearfield PA 16830 N/A PC Support for abused animals 1000 National Multiple Sclerosis Society 733 Third Avenue New York NY 10017 N/A PC To raise awareness of MS and support Bob Itner's bike ride 250 Rothko Chapel 3900 Yupon St Houston TX 77006 N/A PC General support 5000 Texas A&M Foundation 401 George Bush Drive College Station TX 77840 N/A GOV Chancellor's Century Council support 25000 Texas Brigades (Bobwhite Brigade) 6644 FM 1102 New Braunfels TX 78132 N/A PC Scholarships for children 2500 The First Tee of Greater Houston Inc 7000 Capitol Street Houston TX 77011 N/A PC Support golf tournament 500 Water4Wildlife Trust 68 Townsend Road Bulawayo Suburbs ZI RJJ3P3 N/A NC Smile and See program 65000 Water4Wildlife Trust 68 Townsend Road Bulawayo Suburbs ZI RJJ3P3 N/A NC Education initiatives 11750 Water4Wildlife Trust 68 Townsend Road Bulawayo Suburbs ZI RJJ3P3 N/A NC School lunch program, Ngamo Clinic, Ngamo Lions Soccer Academy, Rhino conservation, and educational initiatives 61052 184052 0 14 1710 14 24513 525990 7 18 12 From Sch K-1 (Form 1065) 525990 736 14 582 743 26817 0 27560 0 0 0 0 0 0 0 0 0 0 Water4Wildlife Trust 68 Townsend Road Bulawayo Suburbs ZI RJJ3P3 2022-10-25 30000 Dental and optometry clinics in Scholotsho, Zimbabwe 30000 None 12/07/22, 01/20,23 The granter has no reason to doubt the accuracy or reliability of the reports received; therefore, no independent verification was made. Water4Wildlife Trust 68 Townsend Road Bulawayo Suburbs ZI RJJ3P3 2022-12-06 9250 Smile and See program, school lunch program, and Ngamo Clinic 9250 None 12/07/22, 01/20,23 The granter has no reason to doubt the accuracy or reliability of the reports received; therefore, no independent verification was made. Water4Wildlife Trust 68 Townsend Road Bulawayo Suburbs ZI RJJ3P3 2023-03-03 100000 Smile and See program, education initiatives, and Rhino conservation 100000 None 03/06/24 The granter has no reason to doubt the accuracy or reliability of the reports received; therefore, no independent verification was made. Water4Wildlife Trust 68 Townsend Road Bulawayo Suburbs ZI RJJ3P3 2023-11-02 30000 Smile and See program 30000 None 03/06/24 The granter has no reason to doubt the accuracy or reliability of the reports received; therefore, no independent verification was made. From Sch K-1 (Form 1065) - UBTI Purchased 7 Cost 0 7 140 Baird Aggregate Bond Fund Class Institutional 1655 1385 2 Dodge & Cox Stock Fund Class I 346 469 1 iShares Core S&P Mid-Cap ETF 255 277 1 iShares International Select Dividend ETF 25 28 327 PIMCO Income Fund Institutional Class 3983 3471 1,462 Recruiter.com Group Inc 87656 2222 6 Thornburg Investment Income Builder Fund Class I 135 148 3 Vanguard Dividend Growth Fund Investor Shares 110 112 1 Vanguard Tax Managed Fund FTSE Developed Markets ETF 39 48 2 WisdomTree Emerging Markets High Dividend Fund 70 81 256 WisdomTree US High Dividend Fund 20076 21038 1 WisdomTree US MidCap Dividend Fund 38 46 15,000 Tectonic Financial, Inc. AT COST 150000 282000 75,000 MS Private Loan Fund II LP AT COST 76331 75000 Care packages and community projects 2317 0 2317 Office expenses 3115 0 3115 From Sch K-1 (Form 1065) 1318 582 1318 Investment management fees 3926 3926 0