SCURLOCK FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SCURLOCK FOUNDATION (EIN 74-1488953)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-01-28
- IRS object ID
- 202500289349100110
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Dissolution Stmt
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-28T13:18:53-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741488953 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESB3 Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ESB3 | BusinessNameControlTxt |
| Phone | 7132361500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2229 San Felipe 1400 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jack Blanton Jr | PersonNm |
| Person Title | VP/Asst. Sec. | PersonTitleTxt |
| Phone | 7132361500 | PhoneNum |
| Signature | 2025-01-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2025-01-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,843,766 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $77,027 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $77,027 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $428,481 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $428,481 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,456,281 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,831,182 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,451,508 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $631,006 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $625,890 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,592,795 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,582,906 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $67,160 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,506 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $43,654 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $51,249 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $25,592 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $25,625 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,251 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,383 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,863 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,911 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,911 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,120 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,710 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,631 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $127,100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,018 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $110,440 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $34,745 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $40,030 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,148 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,137 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,006 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $137,289 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $103,709 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,468 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $593,378 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $283,752 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $159,646 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,477,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,477,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,070,978 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $283,752 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,637,246 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,478,183 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,299,154 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,205,884 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,174,902 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,174,902 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $128 | AcctRcvblAmt |
| Acct Rcvbl BOY | $128 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $128 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $128 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $9,974 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $323,815 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $21,572,667 | CorporateStockBOYAmt |
| Corporate Stock EOY | $952,661 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $952,661 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,620,239 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $829,857 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $829,857 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,217,440 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,199,279 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $18,161 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $18,161 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $890,589 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $9,693,596 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,995,629 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,995,629 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,717 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,717 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $35,444,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,971,338 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,843,766 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $15,864 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $42,025 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $15,864 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,025 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $34,548,881 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,486,182 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $879,719 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,443,131 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,428,600 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,929,313 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,444,464 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,971,338 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,428,600 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,478,183 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,950,417 | SubtotalAmt |
| Other Decreases | $6,021,104 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,929,313 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly traded securities | $16,878,939 | $12,735,345 | $4,143,594 | $4,143,594 | |||
| Distributions in excess of basis | $27,957 | $27,957 | $27,957 | P | |||
| Passthrough K-1 capital gain | $876,086 | $876,086 | $876,086 | P | |||
| Commonfund Institutional Core | $6,569,335 | $6,875,455 | -$306,120 | -$306,120 | P | 2017-06-30 | 2023-03-01 |
| Commonfund Multi-Strategy Bond | $1,157,125 | $1,189,101 | -$31,976 | -$31,976 | P | 2017-06-30 | 2023-03-01 |
| Taconic Offshore Fund 1.5 Ltd. | $2,316,967 | $575,000 | $1,741,967 | $1,741,967 | P | 2005-12-31 | 2023-09-27 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,451,508 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $101,458 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $101,458 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $101,458 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $89,179 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $105,179 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,721 | OverpaymentAmt |
| Applied To ES Tax | $3,721 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.scurlockfoundation.org | WebsiteAddressTxt |
| Individual With Books | Eddy Blanton | IndividualWithBooksNm |
| Phone | 7132361500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2229 San Felipe Ste 1400 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Eddy Blanton | ||||||||
| 2229 San Felipe Ste 1400 | Houston | TX | 77019 | Pres/Asst. Sec. | 2.00 | $0 | $0 | $0 |
| Jack Blanton Jr | ||||||||
| 2229 San Felipe Ste 1400 | Houston | TX | 77019 | VP/Asst. Sec. | 2.00 | $0 | $0 | $0 |
| Elizabeth Blanton Wareing | ||||||||
| 2229 San Felipe Ste 1400 | Houston | TX | 77019 | VP/Sec | 2.00 | $0 | $0 | $0 |
| Kathy Munger | ||||||||
| 2229 San Felipe Ste 1400 | Houston | TX | 77019 | Exec Dir (part year) | 16.00 | $25,625 | $0 | $0 |
| Elizabeth Blanton | ||||||||
| 2229 San Felipe Ste 1400 | Houston | TX | 77019 | Exec Dir (part year) | 16.00 | $41,535 | $0 | $0 |
| Julie Wareing Aldrich | ||||||||
| 2229 San Felipe Ste 1400 | Houston | TX | 77019 | Director | 1.00 | $0 | $0 | $0 |
| Mary Catherine Blanton Jones | ||||||||
| 2229 San Felipe Ste 1400 | Houston | TX | 77019 | Director | 1.00 | $0 | $0 | $0 |
| Allison Stasney | ||||||||
| 2229 San Felipe Ste 1400 | Houston | TX | 77019 | Director | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,542,847 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $937,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,257,806 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,738,422 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,738,422 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $356,076 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,382,346 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,169,117 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,169,117 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $101,458 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $624 | IncomeTaxAmt |
| Total Tax | $102,082 | TotalTaxAmt |
| Distributable Before Adj | $1,067,035 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,067,035 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,067,035 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,637,246 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $22,637,246 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,067,035 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $825,531 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $825,531 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,637,246 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,067,035 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,570,211 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,395,742 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,395,742 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $825,531 | ExcessFromYear1Amt |
| Excess From Current Year | $21,570,211 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AD Players | |||||||
| 2710 W Alabama | Houston | TX | 77098 | N/A | PC | General support | $5,000 |
| Barbara Bush Foundation for Literacy | |||||||
| 7887 San Felipe Ste 250 | Houston | TX | 77063 | N/A | SO I | General support | $15,000 |
| Bear Be A Resource for CPS Kids | |||||||
| 3572 E T C Jester Blvd | Houston | TX | 77018 | N/A | PC | General support | $3,000 |
| Breakthrough Houston | |||||||
| 2401 Claremont Ln | Houston | TX | 77019 | N/A | PC | General support | $5,000 |
| Breakthrough Houston | |||||||
| 2401 Claremont Ln | Houston | TX | 77019 | N/A | PC | General support | $5,000 |
| Buffalo Bayou Partnership | |||||||
| 1113 Vine St Ste 200 | Houston | TX | 77002 | N/A | PC | General support | $2,500 |
| Camp for All Foundation | |||||||
| 10500 NW Freeway Ste 145 | Houston | TX | 77092 | N/A | PC | Capital project support | $83,333 |
| Camp for All Foundation | |||||||
| 10500 NW Freeway Ste 145 | Houston | TX | 77092 | N/A | PC | General support | $2,500 |
| CanCare of Houston Inc | |||||||
| 9575 Katy Freeway Ste 428 | Houston | TX | 77024 | N/A | PC | General support | $2,500 |
| Center for Urban Transformation | |||||||
| 4300 Lyons Ave 300 | Houston | TX | 77020 | N/A | PC | General support | $5,000 |
| Children's Museum of Houston | |||||||
| 1500 Binz | Houston | TX | 77004 | N/A | PC | General support | $5,000 |
| Children's Museum of Houston | |||||||
| 1500 Binz | Houston | TX | 77004 | N/A | PC | Capital project support | $50,000 |
| Christian Community Service Center | |||||||
| PO Box 27924 | Houston | TX | 77227 | N/A | PC | Capital project support | $20,000 |
| Collaborative for Children | |||||||
| 1111 North Loop West Ste 600 | Houston | TX | 77008 | N/A | PC | General support | $5,000 |
| DePelchin Children's Center | |||||||
| 4950 Memorial Dr | Houston | TX | 77007 | N/A | PC | General support | $3,000 |
| Eleven Pictures Ltd | |||||||
| 1166 Morton Rd | Keysville | VA | 23947 | N/A | PC | General support | $5,000 |
| Elijah Rising | |||||||
| 402 Teetshorn St | Houston | TX | 77009 | N/A | PC | General support | $5,000 |
| Fostering Family | |||||||
| PO Box 920545 | Houston | TX | 77292 | N/A | PC | Riverside project | $1,000 |
| Fostering Family | |||||||
| PO Box 920545 | Houston | TX | 77292 | N/A | PC | The Response Network support | $20,000 |
| God's Garage | |||||||
| 2100 E Davis St | Conroe | TX | 77301 | N/A | PC | General support | $20,000 |
| Greater Houston Community Foundation | |||||||
| 515 Post Oak Blvd 1000 | Houston | TX | 77027 | N/A | PC | General support | $1,200,000 |
| Harmon Family Foundation | |||||||
| 1806 B Nantucket Dr | Houston | TX | 77057 | N/A | PF | Support for Greenwood Cup | $5,000 |
| Hermann Park Conservancy | |||||||
| 6201 A Golf Course Dr | Houston | TX | 77030 | N/A | PC | General support | $5,000 |
| Houston Botanic Garden | |||||||
| 8205 N Bayou Dr | Houston | TX | 77017 | N/A | PC | General support | $5,000 |
| Houston Hospice | |||||||
| 1905 Holcombe Blvd | Houston | TX | 77030 | N/A | PC | General support | $5,000 |
| Houston Methodist | |||||||
| 1701 Sunset Blvd | Houston | TX | 77005 | N/A | SO I | Women's Health Symposium | $5,000 |
| Houston Methodist | |||||||
| 1701 Sunset Blvd | Houston | TX | 77005 | N/A | SO I | Leading Society of Medicine | $2,500 |
| Houston Zoo Inc | |||||||
| PO Box 4759 | Houston | TX | 77210 | N/A | PC | Capital project support | $20,000 |
| Institute for Spirituality and Health | |||||||
| 8100 Greenbriar 300 | Houston | TX | 77054 | N/A | PC | General support | $1,000 |
| JP Morgan Charitable Giving Fund | |||||||
| 165 Township Line Rd Ste 1200 | Jenkintown | PA | 19046 | N/A | PC | General support | $11,100,000 |
| Julie Rogers Gift of Life Program | |||||||
| 2390 Dowlen Rd | Beaumont | TX | 77706 | N/A | PC | General support | $5,000 |
| Junior League of Houston Inc | |||||||
| 1811 Briar Oaks Ln | Houston | TX | 77027 | N/A | PC | General support | $5,000 |
| Kappa Sigma Endowment Fund | |||||||
| 1610 Scottsdale Rd | Charlottesville | VA | 22902 | N/A | PC | Support for the Tau Chapter | $3,400 |
| Kids' Meals Inc | |||||||
| 330 Garden Oaks Blvd | Houston | TX | 77018 | N/A | PC | General support | $7,350 |
| Kids' Meals Inc | |||||||
| 330 Garden Oaks Blvd | Houston | TX | 77018 | N/A | PC | General support | $100,000 |
| KIPP Texas Public Schools | |||||||
| 10711 KIPP Way | Houston | TX | 77099 | N/A | PC | General support | $5,000 |
| Lawndale Art and Performance Center | |||||||
| 4912 Main St | Houston | TX | 77002 | N/A | PC | General support | $5,000 |
| Lord of the Streets | |||||||
| 3401 Fannin St | Houston | TX | 77004 | N/A | PC | Community of the Streets outreach support | $5,000 |
| Memorial Park Conservancy Inc | |||||||
| 7575 N Picnic | Houston | TX | 77007 | N/A | PC | General support | $10,000 |
| Mexico Medical Missions | |||||||
| 4001 County Rd 114 | Glenwood Springs | CO | 81601 | N/A | PC | General support | $10,000 |
| Momentum Education | |||||||
| 5110 Pine St | Houston | TX | 77401 | N/A | PC | High school graduation support | $10,000 |
| Museum of Fine Arts Houston | |||||||
| PO Box 6826 | Houston | TX | 77265 | N/A | PC | General support | $10,000 |
| National Christian Charitable Foundation Inc | |||||||
| 1150 Sanctuary Pkwy | Alpharetta | GA | 30009 | N/A | PC | General support | $8,600,000 |
| Phi Beta Kappa Society | |||||||
| PO Box 25283 | Houston | TX | 77265 | N/A | PC | Scholarships support | $3,500 |
| Prison Entrepreneurship Program | |||||||
| 6501 Navigation Blvd Ste H7 | Houston | TX | 77011 | N/A | PC | General support | $8,000 |
| Rice University | |||||||
| 6100 Main St MS 81 | Houston | TX | 77005 | N/A | PC | General support | $5,000 |
| San Jacinto Museum and Battlefield Association | |||||||
| One Monument Circle | La Porte | TX | 77571 | N/A | PC | General support | $2,500 |
| Second Servings of Houston | |||||||
| 8825 Knight Rd | Houston | TX | 77054 | N/A | PC | General support | $8,000 |
| Serenity Retreat for Healing | |||||||
| 2060 N Loop West Ste 200 | Houston | TX | 77018 | N/A | PC | General support | $1,500 |
| South Main Baptist Church | |||||||
| 4100 Main St | Houston | TX | 77002 | N/A | PC | Family Ministry program | $3,350 |
| St John's School | |||||||
| 2401 Claremont | Houston | TX | 77019 | N/A | PC | General support | $7,500 |
| St Paul's Day School | |||||||
| 5501 Main St | Houston | TX | 77004 | N/A | PC | General support | $10,000 |
| Star of Hope Mission | |||||||
| 2575 Reed Rd | Houston | TX | 77051 | N/A | PC | General support | $5,000 |
| Teach for America | |||||||
| 4669 Southwest Freeway Ste 600 | Houston | TX | 77027 | N/A | PC | General support | $5,000 |
| Texas Children's Hospital Foundation | |||||||
| 1919 South Braeswood MC-4-4483 | Houston | TX | 77030 | N/A | PC | General support | $10,000 |
| Texas Children's Hospital Foundation | |||||||
| 1919 South Braeswood MC-4-4483 | Houston | TX | 77030 | N/A | PC | General support | $5,000 |
| Texas Children's Hospital | |||||||
| PO Box 300630 | Houston | TX | 77230 | N/A | PC | Ambassadors Program | $5,000 |
| Texas Cultural Trust Council | |||||||
| 901 Mopac Expressway Ste 410 | Austin | TX | 78745 | N/A | PC | General support | $50,000 |
| The Brookwood Community Inc | |||||||
| 1752 FM 1489 | Brookshire | TX | 77423 | N/A | PC | General support | $5,000 |
| The Brookwood Community Inc | |||||||
| 1752 FM 1489 | Brookshire | TX | 77423 | N/A | PC | Citizen Residences and renovations support | $83,333 |
| The Forge for Families Inc | |||||||
| 3150 Yellowstone Blvd | Houston | TX | 77054 | N/A | PC | Capital project support | $5,000 |
| The University of Texas Foundation Inc | |||||||
| 1 University Station D1303 | Austin | TX | 78712 | N/A | PC | General support | $20,000 |
| The University of Texas Foundation Inc | |||||||
| 1 University Station D1303 | Austin | TX | 78712 | N/A | PC | General support | $25,000 |
| The University of Texas Foundation Inc | |||||||
| 1 University Station D1303 | Austin | TX | 78712 | N/A | PC | General support | $50,000 |
| The University of Texas Foundation Inc | |||||||
| 1 University Station D1303 | Austin | TX | 78712 | N/A | PC | General support | $333,334 |
| The University of Texas MD Anderson Cancer Center | |||||||
| 1020 Holcombe Blvd | Houston | TX | 77030 | N/A | GOV | General support | $25,000 |
| The University of Texas MD Anderson Cancer Center | |||||||
| 1020 Holcombe Blvd | Houston | TX | 77030 | N/A | GOV | Sprint for Life support | $15,000 |
| The University of Texas MD Anderson Cancer Center | |||||||
| 1020 Holcombe Blvd | Houston | TX | 77030 | N/A | GOV | Leaukemia Department research grant | $300,000 |
| The WorkFaith Connection | |||||||
| 5100 Travis St | Houston | TX | 77002 | N/A | PC | General support | $5,000 |
| University of Texas Foundation | |||||||
| 1 University Station D1303 | Austin | TX | 78712 | N/A | PC | Support for the Men's tennis team | $25,000 |
| University of Texas Foundation | |||||||
| 1 University Station D1303 | Austin | TX | 78712 | N/A | PC | General support | $2,500 |
| West U Elementary School Foundation | |||||||
| 3756 University Blvd | Houston | TX | 77005 | N/A | SO I | General support | $5,000 |
| Wiley College | |||||||
| 711 Wiley Ave | Marshall | TX | 75670 | N/A | PC | General support | $4,000 |
| Will Erwin Headache Research Foundation | |||||||
| 609 Main St Ste 2350 | Houston | TX | 77002 | N/A | PC | General support | $18,000 |
| Williams College | |||||||
| 880 Main St Hopkins Hall PO Box 67 | Williamstown | MA | 01267 | N/A | PC | Support for the Blanton School | $5,000 |
| Williams College | |||||||
| 880 Main St Hopkins Hall PO Box 67 | Williamstown | MA | 01267 | N/A | PC | Alumni scholars | $2,500 |
| Yellowstone Academy - Fdn for Tomorrow | |||||||
| 2260 W Holcombe Blvd Ste 443 | Houston | TX | 77029 | N/A | PC | Fleece for Students support | $10,000 |
| Yellowstone Academy - Fdn for Tomorrow | |||||||
| 2260 W Holcombe Blvd Ste 443 | Houston | TX | 77029 | N/A | PC | General support | $5,000 |
| Young Audiences | |||||||
| 675 Bering Dr Ste 300 | Houston | TX | 77057 | N/A | PC | General support | $7,500 |
| Young Life Greater Houston Region | |||||||
| 900 Town Country Ste 302 | Houston | TX | 77024 | N/A | PC | General support | $5,000 |
| Young Life-Houston Southwest | |||||||
| 1931 Lexington | Houston | TX | 77098 | N/A | PC | General support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,477,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,027 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $428,481 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,773 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,451,508 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| Passthrough K-1 ordinary income | 525990 | $4,808 | 14 | $134,869 |
| Deemed foreign dividends | 14 | $291,877 | ||
| Oil and gas royalties | 15 | $199,452 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $9,581 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,583,214 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,592,795 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax compliance | CategoryTxt |
| Amt | $3,120 | Amt |
| Net Investment Income | $2,120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Part XIV Line 3a | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2229 San Felipe Suite 1400 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose listed on the schedule. Although the Foundation technically experienced a "substantial contraction," it will continue in existence and has no plans for dissolution. | ShortExplanationTxt |
| Dissolution | $22,477,600 | DissolutionAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Results Of VerificationResultsOfVerificationTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt |
|---|---|---|---|---|---|---|---|---|---|---|
| Harmon Family Foundation | ||||||||||
| 1806 B Nantucket Dr | Houston | TX | 77057 | 2022-11-22 | $2,500 | Annual support for the Greenwood Cup program activity. | The grantor has no reason to doubt the accuracy or reliability of all submitted reports from the grantee; therefore no independent verification of the reports was made. | |||
| Tau Trustees Educational Foundation Inc | ||||||||||
| 1425 Preston Ave | Austin | TX | 78703 | 2022-11-17 | $10,000 | General support | The grantor has no reason to doubt the accuracy or reliability of all submitted reports from the grantee; therefore no independent verification of the reports was made. | |||
| Project Savvy | ||||||||||
| 4771 Sweetwater Blvd No 366 | Sugar Land | TX | 77479 | 2022-11-17 | $5,000 | General support | The grantor has no reason to doubt the accuracy or reliability of all submitted reports from the grantee; therefore no independent verification of the reports was made. | $5,000 | 12/21/23 | 2023-12-21 |
| Harmon Family Foundation | ||||||||||
| 1806 B Nantucket Dr | Houston | TX | 77057 | 2023-11-02 | $5,000 | Annual support for the Greenwood Cup program activity. | The grantor has no reason to doubt the accuracy or reliability of all submitted reports from the grantee; therefore no independent verification of the reports was made. | |||
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | From Sch K-1 (Form 1065) | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $4,773 | GrossSalesPriceAmt |
| Basis Method | Cost | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $4,773 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Bank of America 5.875% Dep Shs | $239,340 | $239,340 |
| Capital One Financial Corp 3.95% Dep Shs | $120,216 | $120,216 |
| Citigroup 5.35% Dep Shs | $200,500 | $200,500 |
| JP Morgan Chase & Co 3.65% Dep Shs | $68,635 | $68,635 |
| JP Morgan Chase & Co 5.15% Dep Shs | $201,166 | $201,166 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 12,500 JP Morgan Chase & Co Pfd | $237,625 | $237,625 |
| 1,120 SPDR S&P 500 ETF Trust | $532,347 | $532,347 |
| 10,275 Wells Fargo & Co Pfd | $182,689 | $182,689 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Fee Lands | $18,161 | $0 | $18,161 |
| Mineral interests Oil & Gas Interests | $1,199,279 | $1,199,279 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (32 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AESSF III Private Investors Offshore, L.P. | FMV | $348,809 | $348,809 |
| AP IX Private Investors Offshore, L.P. | FMV | $418,644 | $418,644 |
| AP VIII Private Investors Offshore (USD), L.P. | FMV | $77,828 | $77,828 |
| ASP 2021 Global Fund Private Investors Offshore SICAV-RAIF S.C.Sp. | FMV | $236,320 | $236,320 |
| Blackstone Real Estate VII | FMV | $115,506 | $115,506 |
| Brookfield Strategic RE Partners | FMV | $327,629 | $327,629 |
| CAP IV Private Investors Offshore | FMV | $128,096 | $128,096 |
| Carlyle Asia Partners II | FMV | $1,674 | $1,674 |
| CCMP III Private Inv Offshore | FMV | $6,380 | $6,380 |
| Commonfund Capital Global PE | FMV | $1,074,392 | $1,074,392 |
| Commonfund Capital Secondary Partners | FMV | $193,898 | $193,898 |
| Commonfund Coinvestment Opp 2015 | FMV | $315,871 | $315,871 |
| Commonfund Secondary Partners II | FMV | $440,482 | $440,482 |
| DFJ Mercury Venture Partners | FMV | $31,861 | $31,861 |
| DFJ Mercury Venture Partners II | FMV | $194,916 | $194,916 |
| Highbridge Mezzanine Ptrs LP | FMV | $816 | $816 |
| JPM U.S. Real Estate Income | FMV | $372,036 | $372,036 |
| KKR 2006 Fund Private Investors | FMV | $258 | $258 |
| KKR European Fund II | FMV | $4,031 | $4,031 |
| McAlister Opp Fund 2012 LP | FMV | $89,624 | $89,624 |
| MidOcean VI Private Investors | FMV | $243,769 | $243,769 |
| Next Gen Real Estate Offshore | FMV | $211,894 | $211,894 |
| Offshore HPS Mezzanine Ptrs III | FMV | $344,318 | $344,318 |
| Platform Partners Capital LLC | FMV | $530,516 | $530,516 |
| QID TelMax LLC | FMV | $200,000 | $200,000 |
| RRG SSP Holdings II LLC | FMV | $38,692 | $38,692 |
| RRG SSP Holdings, LLC | FMV | $250,000 | $250,000 |
| RRG SSP Loan Company LLC | FMV | $38,692 | $38,692 |
| RRI Holdings III LLC | FMV | $300,000 | $300,000 |
| SLA II Private Investors Offshore | FMV | $266,283 | $266,283 |
| Starwood SOF X Private Investor | FMV | $101,361 | $101,361 |
| The Artemis Female Fund II, L.P. | FMV | $91,033 | $91,033 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: The Foundation made cash distributions to the grantees listed in the attachment to Part XV, Line 3a; each grant was made solely for the charitable purpose listed on the schedule. During this tax year, the Foundation paid grants representing more than 25% of its net assets (as measured by fair market value) at the beginning of its taxable year ending December 31, 2023. Although the Foundation technically experienced a "substantial contraction," it will continue in existence and has no current plans for dissolution. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Royalty interest matter | CategoryTxt |
| Legal Fees | $1,911 | LegalFeesAmt |
| Net Investment Income | $1,911 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized depreciation in value of investments | Desc |
| Amt | $6,021,104 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $6,715 | $2,112 | $4,600 |
| Investment fees | $555 | $555 | $0 |
| K-1 expenses | $93,715 | $89,620 | $0 |
| Office expenses | $36,304 | $11,422 | $24,868 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Passthrough K-1 ordinary income | $139,677 | $134,561 | $139,677 |
| Deemed foreign dividends | $291,877 | $291,877 | $291,877 |
| Oil and gas royalties | $199,452 | $199,452 | $199,452 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $63,710 | Amt |
| Net Investment Income | $63,631 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise tax (990-PF) | $101,458 | $0 | $0 |
| Excise tax (Form 4720) | $7,000 | $0 | $0 |
| Foreign tax | $421 | $421 | $0 |
| Income tax (990-T) | $624 | $0 | $0 |
| Property tax | $10,360 | $10,360 | $0 |
| Severance tax | $7,237 | $7,237 | $0 |