2025-01-28T13:18:53-06:00 2023-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2023-01-01 741488953 ESB3 Foundation ESB3 7132361500 2229 San Felipe 1400 Houston TX 77019 Jack Blanton Jr VP/Asst. Sec. 7132361500 2025-01-28 1 0 Kurt Coburn P01638285 7134395739 2025-01-28 2023 2025-03-06 01:10:19Z X X 14843766 X X 77027 77027 428481 428481 6456281 27831182 6451508 631006 625890 7592795 7582906 67160 23506 43654 51249 25592 25625 18251 6383 11863 1911 1911 0 3120 2120 0 63710 63631 0 127100 18018 0 110440 34745 40030 13148 4137 9006 137289 103709 29468 593378 283752 159646 22477600 22477600 23070978 283752 22637246 -15478183 7299154 2205884 5174902 5174902 128 128 128 128 9974 323815 0 0 21572667 952661 952661 1620239 829857 829857 1217440 1199279 18161 18161 890589 9693596 6995629 6995629 12717 12717 35444464 13971338 14843766 15864 42025 15864 42025 X 34548881 12486182 0 0 879719 1443131 35428600 13929313 35444464 13971338 35428600 -15478183 0 19950417 6021104 13929313 Publicly traded securities 16878939 12735345 4143594 4143594 Distributions in excess of basis P 27957 27957 27957 Passthrough K-1 capital gain P 876086 876086 876086 Commonfund Institutional Core P 2017-06-30 2023-03-01 6569335 6875455 -306120 -306120 Commonfund Multi-Strategy Bond P 2017-06-30 2023-03-01 1157125 1189101 -31976 -31976 Taconic Offshore Fund 1.5 Ltd. P 2005-12-31 2023-09-27 2316967 575000 1741967 1741967 6451508 101458 0 101458 0 101458 89179 0 16000 0 105179 X 0 3721 3721 0 0 0 0 0 0 0 0 1 1 1 1 1 1 TX 1 0 0 0 1 1 www.scurlockfoundation.org Eddy Blanton 7132361500 2229 San Felipe Ste 1400 Houston TX 77019 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 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 25625 0 0 Elizabeth Blanton 2229 San Felipe Ste 1400 Houston TX 77019 Exec Dir (part year) 16.00 41535 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 NONE 0 NONE 0 0 12542847 937769 10257806 23738422 0 0 23738422 356076 23382346 1169117 1169117 101458 624 102082 1067035 0 1067035 0 1067035 22637246 0 22637246 1067035 0 0 825531 825531 22637246 0 0 0 1067035 21570211 0 0 22395742 0 0 0 0 0 0 0 22395742 825531 21570211 X AD Players 2710 W Alabama Houston TX 77098 N/A PC General support 5000 Barbara Bush Foundation for Literacy 7887 San Felipe Ste 250 Houston TX 77063 N/A SO I General support 15000 Bear Be A Resource for CPS Kids 3572 E T C Jester Blvd Houston TX 77018 N/A PC General support 3000 Breakthrough Houston 2401 Claremont Ln Houston TX 77019 N/A PC General support 5000 Breakthrough Houston 2401 Claremont Ln Houston TX 77019 N/A PC General support 5000 Buffalo Bayou Partnership 1113 Vine St Ste 200 Houston TX 77002 N/A PC General support 2500 Camp for All Foundation 10500 NW Freeway Ste 145 Houston TX 77092 N/A PC Capital project support 83333 Camp for All Foundation 10500 NW Freeway Ste 145 Houston TX 77092 N/A PC General support 2500 CanCare of Houston Inc 9575 Katy Freeway Ste 428 Houston TX 77024 N/A PC General support 2500 Center for Urban Transformation 4300 Lyons Ave 300 Houston TX 77020 N/A PC General support 5000 Children's Museum of Houston 1500 Binz Houston TX 77004 N/A PC General support 5000 Children's Museum of Houston 1500 Binz Houston TX 77004 N/A PC Capital project support 50000 Christian Community Service Center PO Box 27924 Houston TX 77227 N/A PC Capital project support 20000 Collaborative for Children 1111 North Loop West Ste 600 Houston TX 77008 N/A PC General support 5000 DePelchin Children's Center 4950 Memorial Dr Houston TX 77007 N/A PC General support 3000 Eleven Pictures Ltd 1166 Morton Rd Keysville VA 23947 N/A PC General support 5000 Elijah Rising 402 Teetshorn St Houston TX 77009 N/A PC General support 5000 Fostering Family PO Box 920545 Houston TX 77292 N/A PC Riverside project 1000 Fostering Family PO Box 920545 Houston TX 77292 N/A PC The Response Network support 20000 God's Garage 2100 E Davis St Conroe TX 77301 N/A PC General support 20000 Greater Houston Community Foundation 515 Post Oak Blvd 1000 Houston TX 77027 N/A PC General support 1200000 Harmon Family Foundation 1806 B Nantucket Dr Houston TX 77057 N/A PF Support for Greenwood Cup 5000 Hermann Park Conservancy 6201 A Golf Course Dr Houston TX 77030 N/A PC General support 5000 Houston Botanic Garden 8205 N Bayou Dr Houston TX 77017 N/A PC General support 5000 Houston Hospice 1905 Holcombe Blvd Houston TX 77030 N/A PC General support 5000 Houston Methodist 1701 Sunset Blvd Houston TX 77005 N/A SO I Women's Health Symposium 5000 Houston Methodist 1701 Sunset Blvd Houston TX 77005 N/A SO I Leading Society of Medicine 2500 Houston Zoo Inc PO Box 4759 Houston TX 77210 N/A PC Capital project support 20000 Institute for Spirituality and Health 8100 Greenbriar 300 Houston TX 77054 N/A PC General support 1000 JP Morgan Charitable Giving Fund 165 Township Line Rd Ste 1200 Jenkintown PA 19046 N/A PC General support 11100000 Julie Rogers Gift of Life Program 2390 Dowlen Rd Beaumont TX 77706 N/A PC General support 5000 Junior League of Houston Inc 1811 Briar Oaks Ln Houston TX 77027 N/A PC General support 5000 Kappa Sigma Endowment Fund 1610 Scottsdale Rd Charlottesville VA 22902 N/A PC Support for the Tau Chapter 3400 Kids' Meals Inc 330 Garden Oaks Blvd Houston TX 77018 N/A PC General support 7350 Kids' Meals Inc 330 Garden Oaks Blvd Houston TX 77018 N/A PC General support 100000 KIPP Texas Public Schools 10711 KIPP Way Houston TX 77099 N/A PC General support 5000 Lawndale Art and Performance Center 4912 Main St Houston TX 77002 N/A PC General support 5000 Lord of the Streets 3401 Fannin St Houston TX 77004 N/A PC Community of the Streets outreach support 5000 Memorial Park Conservancy Inc 7575 N Picnic Houston TX 77007 N/A PC General support 10000 Mexico Medical Missions 4001 County Rd 114 Glenwood Springs CO 81601 N/A PC General support 10000 Momentum Education 5110 Pine St Houston TX 77401 N/A PC High school graduation support 10000 Museum of Fine Arts Houston PO Box 6826 Houston TX 77265 N/A PC General support 10000 National Christian Charitable Foundation Inc 1150 Sanctuary Pkwy Alpharetta GA 30009 N/A PC General support 8600000 Phi Beta Kappa Society PO Box 25283 Houston TX 77265 N/A PC Scholarships support 3500 Prison Entrepreneurship Program 6501 Navigation Blvd Ste H7 Houston TX 77011 N/A PC General support 8000 Rice University 6100 Main St MS 81 Houston TX 77005 N/A PC General support 5000 San Jacinto Museum and Battlefield Association One Monument Circle La Porte TX 77571 N/A PC General support 2500 Second Servings of Houston 8825 Knight Rd Houston TX 77054 N/A PC General support 8000 Serenity Retreat for Healing 2060 N Loop West Ste 200 Houston TX 77018 N/A PC General support 1500 South Main Baptist Church 4100 Main St Houston TX 77002 N/A PC Family Ministry program 3350 St John's School 2401 Claremont Houston TX 77019 N/A PC General support 7500 St Paul's Day School 5501 Main St Houston TX 77004 N/A PC General support 10000 Star of Hope Mission 2575 Reed Rd Houston TX 77051 N/A PC General support 5000 Teach for America 4669 Southwest Freeway Ste 600 Houston TX 77027 N/A PC General support 5000 Texas Children's Hospital Foundation 1919 South Braeswood MC-4-4483 Houston TX 77030 N/A PC General support 10000 Texas Children's Hospital Foundation 1919 South Braeswood MC-4-4483 Houston TX 77030 N/A PC General support 5000 Texas Children's Hospital PO Box 300630 Houston TX 77230 N/A PC Ambassadors Program 5000 Texas Cultural Trust Council 901 Mopac Expressway Ste 410 Austin TX 78745 N/A PC General support 50000 The Brookwood Community Inc 1752 FM 1489 Brookshire TX 77423 N/A PC General support 5000 The Brookwood Community Inc 1752 FM 1489 Brookshire TX 77423 N/A PC Citizen Residences and renovations support 83333 The Forge for Families Inc 3150 Yellowstone Blvd Houston TX 77054 N/A PC Capital project support 5000 The University of Texas Foundation Inc 1 University Station D1303 Austin TX 78712 N/A PC General support 20000 The University of Texas Foundation Inc 1 University Station D1303 Austin TX 78712 N/A PC General support 25000 The University of Texas Foundation Inc 1 University Station D1303 Austin TX 78712 N/A PC General support 50000 The University of Texas Foundation Inc 1 University Station D1303 Austin TX 78712 N/A PC General support 333334 The University of Texas MD Anderson Cancer Center 1020 Holcombe Blvd Houston TX 77030 N/A GOV General support 25000 The University of Texas MD Anderson Cancer Center 1020 Holcombe Blvd Houston TX 77030 N/A GOV Sprint for Life support 15000 The University of Texas MD Anderson Cancer Center 1020 Holcombe Blvd Houston TX 77030 N/A GOV Leaukemia Department research grant 300000 The WorkFaith Connection 5100 Travis St Houston TX 77002 N/A PC General support 5000 University of Texas Foundation 1 University Station D1303 Austin TX 78712 N/A PC Support for the Men's tennis team 25000 University of Texas Foundation 1 University Station D1303 Austin TX 78712 N/A PC General support 2500 West U Elementary School Foundation 3756 University Blvd Houston TX 77005 N/A SO I General support 5000 Wiley College 711 Wiley Ave Marshall TX 75670 N/A PC General support 4000 Will Erwin Headache Research Foundation 609 Main St Ste 2350 Houston TX 77002 N/A PC General support 18000 Williams College 880 Main St Hopkins Hall PO Box 67 Williamstown MA 01267 N/A PC Support for the Blanton School 5000 Williams College 880 Main St Hopkins Hall PO Box 67 Williamstown MA 01267 N/A PC Alumni scholars 2500 Yellowstone Academy - Fdn for Tomorrow 2260 W Holcombe Blvd Ste 443 Houston TX 77029 N/A PC Fleece for Students support 10000 Yellowstone Academy - Fdn for Tomorrow 2260 W Holcombe Blvd Ste 443 Houston TX 77029 N/A PC General support 5000 Young Audiences 675 Bering Dr Ste 300 Houston TX 77057 N/A PC General support 7500 Young Life Greater Houston Region 900 Town Country Ste 302 Houston TX 77024 N/A PC General support 5000 Young Life-Houston Southwest 1931 Lexington Houston TX 77098 N/A PC General support 5000 22477600 0 14 77027 14 428481 525990 4773 18 6451508 Passthrough K-1 ordinary income 525990 4808 14 134869 Deemed foreign dividends 14 291877 Oil and gas royalties 15 199452 9581 7583214 0 7592795 0 0 0 0 0 0 0 0 0 0 Tax compliance 3120 2120 0 See Part XIV Line 3a 2229 San Felipe Suite 1400 Houston TX 77019 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. 22477600 Harmon Family Foundation 1806 B Nantucket Dr Houston TX 77057 2022-11-22 2500 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 10000 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 5000 General support 5000 12/21/23 2023-12-21 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. Harmon Family Foundation 1806 B Nantucket Dr Houston TX 77057 2023-11-02 5000 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. From Sch K-1 (Form 1065) Purchased 4773 Cost 0 4773 Bank of America 5.875% Dep Shs 239340 239340 Capital One Financial Corp 3.95% Dep Shs 120216 120216 Citigroup 5.35% Dep Shs 200500 200500 JP Morgan Chase & Co 3.65% Dep Shs 68635 68635 JP Morgan Chase & Co 5.15% Dep Shs 201166 201166 12,500 JP Morgan Chase & Co Pfd 237625 237625 1,120 SPDR S&P 500 ETF Trust 532347 532347 10,275 Wells Fargo & Co Pfd 182689 182689 Fee Lands 18161 0 18161 Mineral interests Oil & Gas Interests 1199279 1199279 0 AESSF III Private Investors Offshore, L.P. FMV 348809 348809 AP IX Private Investors Offshore, L.P. FMV 418644 418644 AP VIII Private Investors Offshore (USD), L.P. FMV 77828 77828 ASP 2021 Global Fund Private Investors Offshore SICAV-RAIF S.C.Sp. FMV 236320 236320 Blackstone Real Estate VII FMV 115506 115506 Brookfield Strategic RE Partners FMV 327629 327629 CAP IV Private Investors Offshore FMV 128096 128096 Carlyle Asia Partners II FMV 1674 1674 CCMP III Private Inv Offshore FMV 6380 6380 Commonfund Capital Global PE FMV 1074392 1074392 Commonfund Capital Secondary Partners FMV 193898 193898 Commonfund Coinvestment Opp 2015 FMV 315871 315871 Commonfund Secondary Partners II FMV 440482 440482 DFJ Mercury Venture Partners FMV 31861 31861 DFJ Mercury Venture Partners II FMV 194916 194916 Highbridge Mezzanine Ptrs LP FMV 816 816 JPM U.S. Real Estate Income FMV 372036 372036 KKR 2006 Fund Private Investors FMV 258 258 KKR European Fund II FMV 4031 4031 McAlister Opp Fund 2012 LP FMV 89624 89624 MidOcean VI Private Investors FMV 243769 243769 Next Gen Real Estate Offshore FMV 211894 211894 Offshore HPS Mezzanine Ptrs III FMV 344318 344318 Platform Partners Capital LLC FMV 530516 530516 QID TelMax LLC FMV 200000 200000 RRG SSP Holdings II LLC FMV 38692 38692 RRG SSP Holdings, LLC FMV 250000 250000 RRG SSP Loan Company LLC FMV 38692 38692 RRI Holdings III LLC FMV 300000 300000 SLA II Private Investors Offshore FMV 266283 266283 Starwood SOF X Private Investor FMV 101361 101361 The Artemis Female Fund II, L.P. FMV 91033 91033 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. Royalty interest matter 1911 1911 0 Unrealized depreciation in value of investments 6021104 Insurance 6715 2112 4600 Investment fees 555 555 0 K-1 expenses 93715 89620 0 Office expenses 36304 11422 24868 Passthrough K-1 ordinary income 139677 134561 139677 Deemed foreign dividends 291877 291877 291877 Oil and gas royalties 199452 199452 199452 Investment management fees 63710 63631 0 Excise tax (990-PF) 101458 0 0 Excise tax (Form 4720) 7000 0 0 Foreign tax 421 421 0 Income tax (990-T) 624 0 0 Property tax 10360 10360 0 Severance tax 7237 7237 0