MOODY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MOODY FOUNDATION (EIN 74-1403105)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202023189349103002
- Schema version
- 2019v5.0
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Reduction Explanation Statement
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T12:21:06-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741403105 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Moody Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOOD | BusinessNameControlTxt |
| Phone | 4097971500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2302 Post Office Street | AddressLine1Txt |
| City | Galveston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Frances A Moody | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jody Blazek | PreparerPersonNm |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,801,116,066 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $38,444,126 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $726,341 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $726,341 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,288,130 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,288,130 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,780,523 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $374,895,634 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,780,523 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $31,448 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $21,569,610 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,247,535 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $112,808,730 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,042,529 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $31,448 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $246,057 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $98,423 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $147,634 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,569,424 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $266,802 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,302,622 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $546,544 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $92,912 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $453,632 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,271,633 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $203,461 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $31,448 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,036,724 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $56,290 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,016 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,774 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,474,345 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,173,888 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $300,457 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,063,864 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $662,264 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $199,872 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $33,978 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $154,961 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $26,343 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $128,618 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $110,649 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $18,810 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $91,839 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $821,018 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $104,513 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $716,505 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,514,657 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,703,410 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $31,448 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,211,805 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,920,095 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,920,095 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,434,752 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,703,410 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $31,448 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,131,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,373,978 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,339,119 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $68,909,921 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,412,825 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,412,825 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $150,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $179,793 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $150,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $150,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $294,008,394 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $326,339,805 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $332,291,993 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $367,195,876 | CorporateStockBOYAmt |
| Corporate Stock EOY | $367,345,329 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,189,290,870 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $178,877,934 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $172,399,624 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $177,430,024 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,500,308 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $1,500,308 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,500,308 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $65,403,203 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments EOY | $10,070,933 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,987,608 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,418,124 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $788,081 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $802,663 | LandBOYAmt |
| Land EOY | $630,043 | LandEOYAmt |
| Land EOYFMV | $630,043 | LandEOYFMVAmt |
| Other Assets BOY | $51,700 | OtherAssetsBOYAmt |
| Other Assets EOY | $51,700 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,519,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $911,526,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $902,900,567 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,801,116,066 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $590,796,694 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $320,729,895 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $343,634,126 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $911,526,589 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $902,900,567 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $911,526,589 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $902,900,567 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $911,526,589 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,373,978 | ExcessRevenueOverExpensesAmt |
| Subtotal | $921,900,567 | SubtotalAmt |
| Other Decreases | $19,000,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $902,900,567 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly traded securities | $372,156,596 | $365,115,111 | $7,041,485 | $7,041,485 |
| Capital gain distributions | $2,739,038 | $2,739,038 | $2,739,038 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,780,523 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $68,187,783 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,669,142,028 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04085 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $79,035,988 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,606,559,214 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04920 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $71,971,883 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,501,438,147 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04794 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $74,059,654 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,398,886,336 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05294 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $68,545,314 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,438,920,462 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04764 | DistributionYr5Rt |
| Total Distribution | 0.238562 | TotalDistributionRt |
| Average Distribution | 0.047712 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,723,842,009 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $82,247,950 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $713,391 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $82,961,341 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $98,131,900 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $713,391 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $713,391 | SubtotalAmt |
| Tax Based On Investment Income | $713,391 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,329,811 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,329,811 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $616,420 | OverpaymentAmt |
| Applied To ES Tax | $616,420 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.moodyf.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Garrik Addison | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4097971500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2302 Post Office Street | AddressLine1Txt |
| City | Galveston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | Yes (true) | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Ross R Moody | ||||||
| 2302 Post Office Street 704 | Galveston | TX | 77550 | V Chair/Trust | 10.00 | $82,019 |
| Frances A Moody-Dahlberg | ||||||
| 2302 Post Office Street 704 | Galveston | TX | 77550 | Chair/Trustee | 10.00 | $82,019 |
| Elizabeth Moody | ||||||
| 2302 Post Office Street 704 | Galveston | TX | 77550 | Sec/Treas/Trust | 10.00 | $82,019 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Frances A Moody-Dahlberg | ||||||||
| 2302 Post Office Street 704 | Galveston | TX | 77550 | Executive Dir | 37.50 | $369,280 | $98,405 | $11,536 |
| Garrik C Addison | ||||||||
| 2302 Post Office Street 704 | Galveston | TX | 77550 | CFO | 37.50 | $192,127 | $66,791 | $12,221 |
| Allan Matthews | ||||||||
| 2302 Post Office Street 704 | Galveston | TX | 77550 | Dir of Grants | 37.50 | $166,356 | $76,692 | $3,651 |
| Jamie Williams | ||||||||
| 2302 Post Office Street 704 | Galveston | TX | 77550 | HR Dir | 37.50 | $150,175 | $41,352 | $3,198 |
| Angela Blair | ||||||||
| 2302 Post Office Street 704 | Galveston | TX | 77550 | Education Dir | 37.50 | $111,395 | $32,340 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 5 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Norton Rose Fulbright | |||||
| 1301 McKinney Suite 5100 | Houston | TX | 77010 | Legal services | $762,758 |
| Moody National Bank | |||||
| 2302 Post Office Street | Galveston | TX | 77550 | Custodial services | $412,500 |
| Thompson & Knight | |||||
| 707 Travis Street 11th Floor North | Houston | TX | 77002 | Legal services | $382,257 |
| Wellington | |||||
| 280 Congress Street | Boston | MA | 02110 | Investment mgmt | $239,366 |
| JP Morgan | |||||
| 707 Travis Street 11th Floor North | Houston | TX | 77002 | Investment mgmt | $448,842 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,636,259,994 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,910,713 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $66,922,703 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,750,093,410 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $74,660,340 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,750,093,410 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,251,401 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,723,842,009 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,192,100 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,192,100 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $713,391 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $36,314 | IncomeTaxAmt |
| Total Tax | $749,705 | TotalTaxAmt |
| Distributable Before Adj | $85,442,395 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $29,793 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $85,472,188 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $85,472,188 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,131,900 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $98,131,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $713,391 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $97,418,509 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,472,188 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $95,301,863 | UndistributedIncomePYAmt |
| Qualifying Distributions | $98,131,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $95,301,863 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,830,037 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $82,642,151 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | moodyforgapplication-process | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2302 Post Office Street | AddressLine1Txt |
| City | Galveston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4097971500 | RecipientPhoneNum |
| Form And Info And Materials | Grant applications should be submitted at [moodyf.org/ application-process]. Moody Scholars program applicants should visit [moodyscholars.org/application-process] for eligibility and application details. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Inquiry letters are accepted on an ongoing basis. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grant awards are restricted to Texas-based grantees. See website(s) above for details regarding eligibility and application instructions for grants and scholarships. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (257 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Aberg Center For Literacy | |||||||
| 5100 Ross Avenue | Dallas | TX | 75206 | N/A | PC | Programming & establishing a Volunteer Coordinator position | $25,000 |
| Abilene Youth Sports Authority | |||||||
| 5100 Ross Avenue | Abilene | TX | 79606 | N/A | PC | Staffing a Sports Complex for Year-Round Sports Activities | $300,000 |
| Ace Mentor Program Of America | |||||||
| 212 Lavaca St Ste 390 | Austin | TX | 78701 | N/A | PC | After School Program for High School Students With Careers | $10,000 |
| Admiral Nimitz Foundation | |||||||
| 328 E Main St | Fredericksburg | TX | 78624 | N/A | PC | Renovation of Gallery Space to Protect Museum Artifacts | $30,000 |
| Affect Change CareBOX Program | |||||||
| 5555 N Lamar Blvd E-111 | Austin | TX | 78751 | N/A | PC | Warehouse Equipment to Distribute Medical Goods | $15,000 |
| Agape Ranch | |||||||
| 6537 S Staples St Ste 125 222 | Corpus Christi | TX | 78413 | N/A | PC | Family Programs for Foster Families in Nueces County | $287,630 |
| Amy's Friendsdba New Friends New Li | |||||||
| PO Box 192378 | Dallas | TX | 75219 | N/A | PC | Provide Support to the Youth Resource Center | $75,000 |
| Ann Richards School Foundation | |||||||
| P O Box 41072 | Austin | TX | 787049998 | N/A | PC | STEM at All Grade Levels | $30,000 |
| Arc of the Capital Area | |||||||
| 4902 Grover Avenue | Austin | TX | 78756 | N/A | PC | Adult Art Programs for Students with Development Delays | $35,000 |
| Armed Services YMCA of El Paso | |||||||
| 7060 Comington St | El Paso | TX | 799304239 | N/A | PC | An After-School Mentoring Program Operation Hero | $25,000 |
| Assistance League of the Bay Area | |||||||
| PO Box 591131 | Houston | TX | 772591131 | N/A | PC | School Supplies/Clothing to Low-Income Families | $50,000 |
| Austin Achieve Public Schools | |||||||
| 5908 Manor Rd | Austin | TX | 78723 | N/A | PC | The College Readiness Program | $20,000 |
| Austin Center For Grief Loss | |||||||
| 2413 Greenlawn Parkway | Austin | TX | 78757 | N/A | PC | Expand Grief Groups | $10,000 |
| Austin Children's Museumdba Thinker | |||||||
| 1830 Simond Avenue | Austin | TX | 78723 | N/A | PC | The Museums for All Program | $25,000 |
| Austin Community Fdn for Capital Ar | |||||||
| 4315 Guadalupe St Ste 300 | Austin | TX | 78751 | N/A | PC | Matching Funds for Austin Marathon and Half Marathon | $254,812 |
| Austin Diaper Bank | |||||||
| 8711 Burnet Road Ste B34 | Austin | TX | 78757 | N/A | PC | Building Capacity to Serve Central Texas Diaper Needs | $20,000 |
| Austin Explore Explore Austin | |||||||
| 2291 E 6th St | Austin | TX | 78702 | N/A | PC | Year-Round Programs for Disadvantaged Austin Youth | $30,000 |
| Austin Film Society | |||||||
| 1901 East 51st St | Austin | TX | 78723 | N/A | PC | The 19Th Annual Texas Film Awards | $25,000 |
| Austin Gay Lesbian Intnl Film Festi | |||||||
| PO BOX 684067 | Austin | TX | 78768 | N/A | PC | Films at all Genders, Lifestyles & Identities Film Festival | $20,000 |
| Austin Habitat For Humanity | |||||||
| 500 W Ben White Blvd | Austin | TX | 78704 | N/A | PC | Building a Restore Home Improvement Store | $50,000 |
| Austin Theatre Alliance | |||||||
| 713 Congress Ave | Austin | TX | 78701 | N/A | PC | The Literacy for Life Program | $25,000 |
| Austin YMBL Sunshine Camp | |||||||
| P O Box 161270 | Austin | TX | 78716 | N/A | PC | Leadership Program Through the Shine Project | $50,000 |
| Ballroom Cultural Arts Foundation | |||||||
| P O Box 1661 | Marfa | TX | 79843 | N/A | PC | Marfa Myths & Multi-Disciplinary Cultural Festival | $25,000 |
| Bay Area Turning Point | |||||||
| 210 South Walnut St | Webster | TX | 77598 | N/A | PC | Children Services Shelter Program | $5,000 |
| Baylor Health Care System Foundatio | |||||||
| 3600 Gaston Ave Barnett Tower 100 | Dallas | TX | 752461800 | N/A | PC | Placing Child Life Specialists in Adult-Care Hospitals | $303,746 |
| Bayou Vista Police Department | |||||||
| 2929 Highway 6 Ste 200 | Hitchcock | TX | 77563 | N/A | GOV | Replacing Patrol Unit | $55,000 |
| Big Brothers Big Sisters Of Central | |||||||
| P O Box 4555 | Austin | TX | 78765 | N/A | PC | The Final Phase of The Lose The Wait Project To Reduce the Time At-Risk Children Spend Before Being Matchedwith a Mentor | $35,000 |
| Big Thought | |||||||
| 1409 S Lamar St Ste 1015 | Dallas | TX | 75215 | N/A | PC | 2019 Dallas City of Learning Initiative | $400,000 |
| Bishop Dunne Catholic School | |||||||
| 3900 Rugged Drive | Dallas | TX | 75224 | N/A | PC | Renovate Science Labs & Establish College Readiness Academy | $56,250 |
| BookSpring | |||||||
| P O Box 143147 | Austin | TX | 78714 | N/A | PC | Books For MeA Literacy-Fostering Program | $10,000 |
| Boy Scouts of America Circle Ten Co | |||||||
| 8605 Harry Hines Blvd | Dallas | TX | 75235 | N/A | PC | Improvements to Camp James Ray & Scoutreach Initiative | $462,500 |
| Boy Scouts of AmericaEast Texas Are | |||||||
| 1331 East Fifth | Tyler | TX | 757013427 | N/A | PC | Transform Boy Scouts to Scouts BSA | $40,000 |
| Boys and Girls Clubs of Greater Dal | |||||||
| 4816 Worth St | Dallas | TX | 752461154 | N/A | PC | Accelerated Early-Childhood Education & Academic Success | $100,000 |
| Boys and Girls Clubs of Greater Hou | |||||||
| 815 Crosby | Houston | TX | 77019 | N/A | PC | Galveston's Johnny Mitchell Branch | $150,000 |
| Boys and Girls Clubs Of The Coastal | |||||||
| 3902 Greenwood Drive | Corpus Christi | TX | 78415 | N/A | PC | Victoria, Beeville, Alice, Kingsville & Corpus Christi Clubs | $100,000 |
| Bridge Breast Center | |||||||
| 4000 Junius St | Dallas | TX | 75246 | N/A | PC | Detection & Services for Reducing Deaths in Invasive Cancer | $131,250 |
| Bridge Steps | |||||||
| PO Box 710100 | Dallas | TX | 75371 | N/A | PC | Peer Support Services Program | $125,000 |
| Bridges Training Foundation | |||||||
| 110 E Ohio | Midlothian | TX | 76065 | N/A | PC | Vocational-Training & Job Readiness Program | $50,000 |
| Brighter Tomorrows | |||||||
| 928 Bluebird Dr | Irving | TX | 75061 | N/A | PC | The Shelters Children Program | $20,000 |
| Brownsville Society Crippled Childr | |||||||
| 1901 E 22nd | Brownsville | TX | 78521 | N/A | PC | Provide Services to Children with Developmental Delays | $250,000 |
| Camp Summit | |||||||
| 17210 Campbell Road Ste 180-W | Dallas | TX | 75252 | N/A | PC | Renovate a Residential Camp to Be Barrier-Free | $368,000 |
| Campfire Creek Therapeutic Riding C | |||||||
| 767 Bethel Rd | Waxahachie | TX | 75167 | N/A | PC | Operational Expenses & Utility Task Vehicle | $75,000 |
| Candlelight Ranch Foundation | |||||||
| P O Box 26237 | Austin | TX | 78755 | N/A | PC | Outdoors-Based Education, Recreational & Therapeutic Programs | $40,000 |
| Casa Esperanza dba Hope House of Au | |||||||
| 1705 County Road 285 | Liberty Hill | TX | 78642 | N/A | PC | Purchase a Wheelchair Van | $40,000 |
| CASA of Denton County | |||||||
| 614 N Bell | Denton | TX | 76209 | N/A | PC | Find Safe Permanent Homes For Children | $25,000 |
| CASA of LibertyChambers Counties | |||||||
| PO Box 9027 | Liberty | TX | 77575 | N/A | PC | Fostering Futures Program | $10,000 |
| CASA of Tarrant County | |||||||
| 101 Summit Ave Ste 505 | Fort Worth | TX | 76102 | N/A | PC | Collaborative Family Engagement & Trust-Based Relational Intervention | $40,000 |
| CASA of Travis County | |||||||
| 7600 Chevy Chase Dr Ste 200 | Austin | TX | 78752 | N/A | PC | General support | $30,000 |
| Catholic Charities Of Central Texas | |||||||
| 1625 Rutherford Lane | Austin | TX | 78754 | N/A | PC | Providing Veterans in A 25-County Area with Services | $30,000 |
| Center for Child Protection | |||||||
| 8509 FM 969 Building 2 | Austin | TX | 78724 | N/A | PC | Therapist in Neurosequential Therapeutics salary | $40,000 |
| Chambers Community Health Centers | |||||||
| PO Box 398 | Anahuac | TX | 77514 | N/A | PC | Expanding Mammography & Diagnostic Procedures | $45,000 |
| Chase's Place | |||||||
| 620 N Coit Rd Ste 2176 | Richardson | TX | 75080 | N/A | PC | Specialized Therapies For Disabled Students | $25,000 |
| Child and Family Guidance Centers | |||||||
| 8915 Harry Hines | Dallas | TX | 75235 | N/A | PC | Expand & Renovate the Main Facility | $953,800 |
| Children's Medical Center Fdn Cntrl | |||||||
| 4900 Mueller Boulevard | Austin | TX | 78723 | N/A | PC | Summer Camp for Children with Neuromuscular Disorders | $75,000 |
| Christian Care Center | |||||||
| 900 Wiggins Parkway | Mesquite | TX | 75150 | N/A | PC | Renovate the Commons Spaces at Courtyard Memory Care | $10,000 |
| Church of the Colored People of Gil | |||||||
| 411 McCauley | San Antonio | TX | 78221 | N/A | PC | Construction of Restrooms | $25,000 |
| Clayton Dabney Foundation for Kids | |||||||
| 6500 Greenville Ave Ste 342 | Dallas | TX | 75206 | N/A | PC | Funds to Families With Children Suffering Terminal Cancer | $50,000 |
| Clear Lake Emergency Medical Corps | |||||||
| 16920 N Texas Avenue Ste C14 | Webster | TX | 77598 | N/A | PC | Purchase Protective Gear & Cardiac Emergencies | $11,518 |
| Clear Public Charter School | |||||||
| PO Box 1784 | San Marcos | TX | 78667 | N/A | PC | Children's Literacy Initiative Program | $20,000 |
| Cody Stephens Go Big Or Go Home Mem | |||||||
| 15021 Bohemian Hall Road | Crosby | TX | 77532 | N/A | PC | Screenings for Heart Abnormalities in Schools | $20,000 |
| Communities in Schools of Galveston | |||||||
| 2201 Market Ste 715 | Galveston | TX | 77550 | N/A | PC | Keeping Kids In School Programs | $100,000 |
| Community Hospice of Texas | |||||||
| 6100 Western Place Ste 500 | Fort Worth | TX | 76107 | N/A | PC | Implementing a New In-The-Field Communication System | $25,000 |
| Community Resource Centers Of Texas | |||||||
| 1016 Broadway | Marble Falls | TX | 78654 | N/A | PC | Construct a Health & Social Center For Residents Of Blanco County | $116,000 |
| Comp-U-Dopt | |||||||
| 1602 Airline Drive | Houston | TX | 77009 | N/A | PC | Expanding Access to Technology within Galveston Community | $254,241 |
| Concho Valley Turning Point | |||||||
| 528 East Highland Blvd | San Angelo | TX | 76903 | N/A | PC | Upgrade, Replacement Items at Men's Transitional Facility | $54,011 |
| Conference on Crimes Against Women | |||||||
| 4411 Lemmon Avenue | Dallas | TX | 75219 | N/A | PC | Creating & Training Coordinated Community Response Teams | $281,642 |
| Council on Recovery | |||||||
| PO Box 2768 | Houston | TX | 77252 | N/A | PC | Operations of Behavioral Health Training Institute | $75,000 |
| Court Appointed Special Advocates | |||||||
| 500 W Chestnut St | Denison | TX | 75020 | N/A | PC | Program To Advocate on Behalf of Children | $10,000 |
| CASA of Denton County | |||||||
| 614 N Bell | Denton | TX | 76209 | N/A | PC | Flights and Awareness Campaign | $10,400 |
| Covington ISDHill Cnty Shared Svcs | |||||||
| PO Box 397 / 200 Line St | Hillsboro | TX | 76645 | N/A | PC | Establish a Lending Library For Assistive Technology | $50,000 |
| Cristo Rey Dallas High School | |||||||
| 1064 N St Augustine Drive | Dallas | TX | 75217 | N/A | PC | Center for Corporate Work-Study Program | $450,000 |
| Crystal Charity Ball | |||||||
| 3838 Oak Lawn Ave Ste L 150 | Dallas | TX | 75219 | N/A | PC | The 2019 Crystal Charity Ball | $150,000 |
| Cystic Fibrosis FoundationNortheast | |||||||
| 4040 North Central Expressway Ste 8 | Dallas | TX | 75204 | N/A | PC | Patient Care and Clinical Trials | $70,000 |
| Dallas Afterschool | |||||||
| 3900 Willow St Ste 110 | Dallas | TX | 75226 | N/A | PC | Tackle Summer Slide Program | $120,000 |
| Dallas Area Habitat for Humanity | |||||||
| 2800 N Hampton Rd | Dallas | TX | 75212 | N/A | PC | Providing Homeowners with Financial Guidance & Documentation | $75,000 |
| Dallas Children's Advocacy Center | |||||||
| 5351 Samuell Blvd | Dallas | TX | 75228 | N/A | PC | PHD Psycology Internship Program | $750,000 |
| Dallas Fndn A TX Nonprofit Corp | |||||||
| 3963 Maple Avenue Ste 390 | Dallas | TX | 75219 | N/A | PC | Audio-Visual Portal to Shelton School Students & Faculty | $48,000 |
| Dallas Fndn A TX Nonprofit Corp | |||||||
| 3963 Maple Ave 390 | Dallas | TX | 75219 | N/A | PC | Southern Dallas Spay Neuter Surge Project | $500,000 |
| Dallas Methodist Hospitals Foundati | |||||||
| 1441 North Beckley Ave | Dallas | TX | 75203 | N/A | PC | Life Shines Bright Pregnancy Program/Methodist Health System | $269,471 |
| Dallas SCI Recovery dba REACT | |||||||
| 15046 Beltway Drive | Addison | TX | 75001 | N/A | PC | Neuro-Restorative Program | $75,000 |
| Dallas Summer Musicals | |||||||
| P O Box 710336 | Dallas | TX | 753710336 | N/A | PC | Developing Events Amplifying The Premier of "Hamilton" in April, 2019 | $250,000 |
| Dallas Theater Center | |||||||
| 2400 Flora St | Dallas | TX | 75201 | N/A | PC | A Christmas Carol | $200,000 |
| Denton Assistance Center | |||||||
| 306 N Loop 288 100 | Denton | TX | 76209 | N/A | PC | Serve Denton Center Campus-Phases II,III, and IV | $100,000 |
| Denton County Friends Of The Family | |||||||
| PO Box 640 | Denton | TX | 76202 | N/A | PC | Children's Therapy Items | $20,000 |
| Dive Pirates Foundation | |||||||
| 70 W Thymewood Place | The Woodlands | TX | 77382 | N/A | PC | Diving Lessons, Equipment and Mentoring for Disabled | $25,000 |
| DME Exchange of Dallas | |||||||
| 12015 Shiloh Road Ste 130 | Dallas | TX | 75228 | N/A | PC | Meeting the DME Needs | $55,000 |
| Down Syndrome Association of South | |||||||
| 1127 Patricia | San Antonio | TX | 78213 | N/A | PC | Children and Adults With Down Syndrom | $20,000 |
| Down Syndrome Partnership Of North | |||||||
| 1200 Summit Avenue Ste 508 | Fort Worth | TX | 76102 | N/A | PC | Camp Teen Scene and Advisory Board | $18,000 |
| Dwell With Dignity Foundation | |||||||
| 3112 Hood St | Dallas | TX | 75219 | N/A | PC | Design Team to Assist Homeless Families | $15,000 |
| Early Matters Dallas | |||||||
| 3963 Maple Avenue Ste 390 | Dallas | TX | 75219 | N/A | PC | Early Childhood Practices for Dallas Pre-K Services | $250,000 |
| East TX Veterans Community Council | |||||||
| PO Box 392 | Flint | TX | 75762 | N/A | PC | Assistance with CAMPV | $50,000 |
| El Campo Memorial Hospital | |||||||
| 303 Sandy Corner Road | El Campo | TX | 77437 | N/A | PC | New El Campo Memorial Hospital Facility | $1,000,000 |
| El Paso Symphony Orchestra Assn | |||||||
| 1 Civic Center Plaza | El Paso | TX | 79901 | N/A | PC | El Paso Symphony Youth Orchestra | $15,000 |
| Encore Park Dallas | |||||||
| 1835 Young ST 508 | Dallas | TX | 75201 | N/A | PC | A Destination Block in Downtown Dallas that Combines Arts Programming, Social Services, a Community Garden and Event Spaces | $100,000 |
| Faith Family Kids | |||||||
| 1608 Osprey Drive | Desoto | TX | 75115 | N/A | PC | Faith Family Master Academy Playground | $92,159 |
| Family Compass | |||||||
| 4210 Junius St | Dallas | TX | 75246 | N/A | PC | Expansion of the Parent Aide Program | $150,000 |
| Family Eldercare | |||||||
| 1700 Rutherford Lane | Austin | TX | 787545401 | N/A | PC | Expanding Home Again: Seniors off the Streets | $150,000 |
| Family Gateway | |||||||
| 711 S St Paul St | Dallas | TX | 75201 | N/A | PC | Assessment & Diversion for Families with Children | $149,000 |
| Family Promise Of Clear Creek | |||||||
| PO Box 2723 | League City | TX | 77573 | N/A | PC | Family Promise of Clear Creek Transportation Program | $20,000 |
| Family Service Center of Galveston | |||||||
| 2200 Market Ste 600 | Galveston | TX | 77550 | N/A | PC | Developing Trauma-Informed Care Practices | $210,000 |
| Fdn for the Callier Cntr for Commu | |||||||
| 1966 Inwood Rd | Dallas | TX | 75235 | N/A | PC | Early Speech-Language Intervention Project | $150,000 |
| Finding Faith Within Yourself | |||||||
| 1102 Meadowview Drive | Euless | TX | 76039 | N/A | PC | Housing For Victims Of Domestic Violence With Special Needs | $10,000 |
| Foster Angels Of South Texas Fdn | |||||||
| 800 N Shoreline Blvd Ste 2750-S | Corpus Christi | TX | 78401 | N/A | PC | Foster Angels of South Texas: Be A Foster Angel | $25,000 |
| Friends Of Austin Animal Center | |||||||
| PO Box 660162 | Austin | TX | 78766 | N/A | PC | Chronicles of The Austin Animal Center | $70,000 |
| Galveston Bay Foundation | |||||||
| 1100 Hercules Avenue Ste 200 | Houston | TX | 77058 | N/A | PC | Bike Around The Bay 2019 | $75,000 |
| Galveston Chamber Partnership | |||||||
| 2228 Mechanic Ste 101 | Galveston | TX | 77550 | N/A | PC | Education Initiative & Women's Conference | $100,000 |
| Galveston Children's Museum | |||||||
| 2618 Broadway | Galveston | TX | 77550 | N/A | PC | Galveston Plays Program for Educational Enrichment | $62,348 |
| Galveston College Foundation | |||||||
| 4015 Avenue Q | Galveston | TX | 77550 | N/A | PC | A Community Endowment for Non-Tuition | $1,500,000 |
| Galveston County Food Bank | |||||||
| 624 4th Avenue North | Texas City | TX | 77590 | N/A | PC | Refrigeration Expansion Project | $500,000 |
| Galveston Homeschool Association | |||||||
| PO Box 16791 | Galveston | TX | 77552 | N/A | GOV | Purchase of materials for music | $3,500 |
| Galveston Independent School Distri | |||||||
| P O Drawer 664 | Galveston | TX | 77557 | N/A | GOV | Learning Partners: Powerful Learning Initiative | $153,256 |
| Galveston Independent School Distri | |||||||
| P O Drawer 663 | Galveston | TX | 77556 | N/A | GOV | Engineering and Robotics GISD | $204,000 |
| Galveston Independent School Distri | |||||||
| P O Drawer 660 | Galveston | TX | 77553 | N/A | GOV | Career Connect-College and Career Initiative | $1,063,936 |
| Galveston Independent School Distri | |||||||
| P O Drawer 661 | Galveston | TX | 77554 | N/A | GOV | Kids and Prep Afterschool and Summer Programs | $1,533,138 |
| Galveston Independent School Distri | |||||||
| P O Drawer 660 | Galveston | TX | 77553 | N/A | GOV | The Causeway Galveston-Whole Child Initiative | $1,549,749 |
| Galveston Island Day School | |||||||
| 1110 21st St | Galveston | TX | 77550 | N/A | PC | To provide operational and capital support in preparing at-risk children from birth to pre-K for academic success | $1,600,000 |
| Galveston Island Swim Team | |||||||
| P O Box 8238 | Galveston | TX | 77553 | N/A | PC | Galveston Island Swim Team | $20,800 |
| Galveston's Own Farmers Market | |||||||
| PO Box 2153 | Galveston | TX | 77550 | N/A | PC | Scaling Up: A Plan for Gofm Longevity | $25,000 |
| George W Bush Foundation | |||||||
| 2943 SMU Boulevard | Dallas | TX | 75205 | N/A | PC | The Presidential Leadership Scholars | $4,000,000 |
| Girls On The Run Of The DFW Metropl | |||||||
| 17130 Dallas Pkwy 170 | Dallas | TX | 75248 | N/A | PC | Girls on the Run DFW Expansion Intiative | $40,000 |
| Golden Age Home | |||||||
| 1505 South Main St | Lockhart | TX | 78644 | N/A | PC | Wellness and Independence Programs | $15,000 |
| Golden Crescent CASA | |||||||
| PO Box 1627 | Victoria | TX | 77902 | N/A | PC | Casa Volunteer For Every Child In Need | $10,000 |
| Gratitude Initiative | |||||||
| 101 Vintage Dr Ste 100 | Red Oak | TX | 75154 | N/A | PC | College Success Academy | $33,000 |
| Guide Dogs Of Texas | |||||||
| 1503 Allena Dr | San Antonio | TX | 78213 | N/A | PC | Guided Sight & Support to Blind Houston Residents | $25,000 |
| Haca Scholarship Foundation | |||||||
| 1124 IH-35 South | Austin | TX | 78704 | N/A | PC | Self-Sufficiency of Seniors & Disabled Adults in Public Housing | $60,000 |
| Half-Helen Foundation | |||||||
| PO Box 14011 | Austin | TX | 78761 | N/A | PC | Optical Prime: Transforming Vision Care to Children in Poverty | $23,780 |
| Heart House | |||||||
| P O Box 823162 | Dallas | TX | 75382 | N/A | PC | Expansion of the Head Heart and Hands | $60,000 |
| Helping Center Of Marble Falls Area | |||||||
| 1315 Broadway | Marble Falls | TX | 78654 | N/A | PC | New Facility - Furniture and Fixtures | $25,000 |
| High School BBQ | |||||||
| P O Box 755 | Burnet | TX | 78611 | N/A | PC | Texas High School BBQ Championship | $5,000 |
| Highland Park ISD Education Foundat | |||||||
| 4201 Grassmere Lane | Dallas | TX | 75205 | N/A | PC | Preparing students for careers of the future through development of the Moody Innovation Institute | $717,180 |
| Hill Country Casa | |||||||
| 305 Earl Garrett | Kerrville | TX | 78028 | N/A | PC | HC Casa's Advocacy For Foster Children | $15,000 |
| Hill Country Ride for AIDS | |||||||
| P O Box 49097 | Austin | TX | 78765 | N/A | PC | The Annual Fundraising Ride | $12,500 |
| HOPEAUSTIN | |||||||
| 13809 Research Blvd Ste 810 | Austin | TX | 78750 | N/A | PC | Children's Backpack Program | $20,000 |
| Houston Baptist University | |||||||
| 7502 Fondren Road | Houston | TX | 77074 | N/A | PC | Student Success | $100,000 |
| Interfaith Family Services | |||||||
| 5600 Ross Avenue | Dallas | TX | 75154 | N/A | PC | Operating Funds for Anti-Poverty Efforts | $100,000 |
| It's A Sensory World | |||||||
| 13617 Neutron Road | Farmers Branch | TX | 75244 | N/A | PC | Life-Skills Development Lab & Classroom Build-Out Project | $55,573 |
| Journey of Hope Grief Support Cente | |||||||
| 3900 W 15th St Ste 306 | Plano | TX | 75075 | N/A | PC | Establish a Dallas Satelite Location | $20,000 |
| Journey to Dream Foundation | |||||||
| 1960 Archer Ave | Lewisville | TX | 75077 | N/A | PC | At-Risk and Homeless Teen Support Programs | $25,000 |
| Jubilee Park Community Center | |||||||
| 917 Bank Street | Dallas | TX | 75223 | N/A | PC | Expand the out of School Time Programming for Low-Income Students Children with Special Needs such as Dyslexia, Autism and Communication Disorders | $175,000 |
| Juliette Fowler Communities | |||||||
| 1234 Abrams Road | Dallas | TX | 75214 | N/A | PC | The Ebby House Workforce Program | $35,000 |
| June Shelton School and Evaluation | |||||||
| 15720 Hillcrest Rd | Dallas | TX | 75248 | N/A | PC | Construct a Fine Arts Center On a New North Dallas Campus | $6,000,000 |
| Kid Net FoundationJonathan's Place | |||||||
| 6065 Duck Creek Drive | Garland | TX | 75043 | N/A | PC | Foster Care and Adoption Expansion - Specialized Care | $120,000 |
| Leukemia Texas | |||||||
| 4925 N OConnor Rd Ste 125 | Irving | TX | 75062 | N/A | PC | Offsetting Expenses Through the Patient Aid Fund | $50,000 |
| Life Of A Single Mom TLSM | |||||||
| 12015 Justice Ave | Baton Rouge | LA | 70816 | N/A | PC | Revive The Single Mom | $10,000 |
| Magdalen House | |||||||
| 1302 Redwood Circle | Dallas | TX | 75218 | N/A | PC | 2019-2020 Social Detox Program/Peer Recovery Program | $150,000 |
| Manos De Cristo | |||||||
| 4911 Harmon Avenue | Austin | TX | 78751 | N/A | PC | Dental Care for Underserved Central Texans | $20,000 |
| Meals on Wheels and More | |||||||
| 3227 East 5th St | Austin | TX | 78702 | N/A | PC | Meals On Wheels Program | $35,000 |
| Meals on Wheels Ministry | |||||||
| 3001 Robertson Rd | Tyler | TX | 75701 | N/A | PC | Together We Can Deliver | $50,000 |
| Mental Health-Mental Retardation Ce | |||||||
| 1430 Collier St | Austin | TX | 78704 | N/A | PC | A Pilot Peer-To-Peer Program | $50,000 |
| Mental Health-Mental Retardation Ce | |||||||
| 1431 Collier St | Austin | TX | 78705 | N/A | PC | The Terrace at Oak Springs Client Fund | $50,000 |
| Mercury One | |||||||
| 350 E Royal Ln Ste 119 | Irving | TX | 750393507 | N/A | PC | The Leadership Training Program | $15,000 |
| Mercy Street | |||||||
| 3801 Holystone St | Dallas | TX | 75212 | N/A | PC | Mentoring and Leadership South Dallas Expansion | $250,586 |
| Metro Dallas Homeless Alliance | |||||||
| 2816 Swiss Ave | Dallas | TX | 75204 | N/A | PC | The Flex Fund | $50,000 |
| Mission of Mercy | |||||||
| 2421 Ayers St | Corpus Christi | TX | 78404 | N/A | PC | Service to the Underserved Residents of South Texas | $50,000 |
| Moody-Bradley House Foundation | |||||||
| P O Box 84 | Fairfield | TX | 75840 | N/A | PC | In Making Needed Repairs to the Historic 1860 | $90,300 |
| Mounting Horizons | |||||||
| 18062 FM 529 151 | Cypress | TX | 77433 | N/A | PC | Ridership for Individuals With Disabilities | $40,000 |
| My Possibilities | |||||||
| 3601 Mapleshade Lane | Plano | TX | 75075 | N/A | PC | Capital Campaign for MP Campus for Higher Learning - Phase I | $1,500,000 |
| Nacogdoches HOPE | |||||||
| 2100 E Main St | Nacogdoches | TX | 75961 | N/A | PC | Jo's Diner: A Soup Kitchen of HOPE | $6,000 |
| Newday Services For Children Famili | |||||||
| 6816 Camp Bowie Blvd W Ste 112 | Fort Worth | TX | 76116 | N/A | PC | Provide At-Risk Mothers With Support | $35,000 |
| Newgate United Methodist Mission Of | |||||||
| 207 S Mobberly Ave | Longview | TX | 75602 | N/A | PC | Meals Program | $28,160 |
| NIA Cultural Center | |||||||
| P O Box 1491 | Galveston | TX | 775531491 | N/A | PC | Children's Defense Fund Freedom School | $35,000 |
| North Dallas Shared Ministries | |||||||
| 2875 Merrell Road | Dallas | TX | 75229 | N/A | PC | Counseling Program | $50,000 |
| Norwood Park Foundation | |||||||
| PO Box 5682 | Austin | TX | 78763 | N/A | PC | Campaign for the Norwood Project | $200,000 |
| Oak Hill Academy | |||||||
| 9407 Midway Road | Dallas | TX | 75220 | N/A | PC | Purchase and Installation of Clevertouch | $33,993 |
| Odyssey 2020 Academy | |||||||
| 2413 61 St | Galveston | TX | 77552 | N/A | PC | Academic Outcomes for Students Through Reading & Writing | $149,418 |
| Odyssey 2020 Academy | |||||||
| 2412 61 St | Galveston | TX | 77551 | N/A | PC | Expand High Yield Program For Galveston Secondary Students | $600,000 |
| Old Jail Art Center | |||||||
| 201 South Second St | Albany | TX | 76430 | N/A | PC | Temporary Exhibitions | $25,000 |
| Onion Creek Senior Center | |||||||
| 420 Bartons Crossing | Buda | TX | 78610 | N/A | PC | Kitchen Renovation | $25,000 |
| Open Arms Bryan's House | |||||||
| P O Box 35868 | Dallas | TX | 75235 | N/A | PC | Medically Managed Early Childhood Education | $125,000 |
| Operation Kindness Of Garland | |||||||
| 3201 Earhart Dr | Carrollton | TX | 75006 | N/A | PC | Build Save Love Capital Campaign | $500,000 |
| Our Calling | |||||||
| PO Box 140428 | Dallas | TX | 75214 | N/A | PC | A Women's Center | $62,500 |
| Pease Park Conservancy | |||||||
| P O Box 50065 | Austin | TX | 78763 | N/A | PC | Renovate Southern Six Acres of Austins Most Centrally-Located Park | $5,000,000 |
| People's Community Clinic | |||||||
| 1101 Camino La Costa | Austin | TX | 78752 | N/A | PC | Complete a Clinic for Patient Care | $509,840 |
| Plano Children's TheatreNorth TX Pe | |||||||
| 6121 W Park Blvd Ste B216 | Plano | TX | 75093 | N/A | PC | Afterschool Arts Enrichment Programs | $25,000 |
| Port Arthur Little Theatre | |||||||
| 4701 Jimmy Johnson Blvd | Port Arthur | TX | 77642 | N/A | PC | Heat in The Little Theatre, Lawn Maintenance & Tech | $11,850 |
| Professional Career Development Ser | |||||||
| 402 Towne House Ln | Richardson | TX | 75081 | N/A | PC | Simple Styles Hair Grooming and Casual Closet | $40,000 |
| Project Graduation | |||||||
| P O Box 2195 | Galveston | TX | 77553 | N/A | PC | 2019 Ball High School Project Graduation | $10,000 |
| Project Normalization Open Door Pre | |||||||
| 3804 Cherrywood Rd | Austin | TX | 78722 | N/A | PC | Create the Exceptional Classroom | $12,000 |
| Project Vida Health Center | |||||||
| 3607 Rivera Avenue | El Paso | TX | 79905 | N/A | PC | Renovate a Satelite Clinic | $20,870 |
| ProjectHandupdba The Gatehouse | |||||||
| 670 Westport Parkway | Grapevine | TX | 76051 | N/A | PC | Gatehouse Childhood Early Learning and Education Programs | $50,000 |
| Proyecto Juan Diego | |||||||
| 3910 Paredes Line Rd | Brownsville | TX | 78526 | N/A | PC | Integrated Family Program | $40,000 |
| PugHearts The Houston Pug Rescue | |||||||
| PO Box 5053 | Alvin | TX | 77512 | N/A | PC | Ongoing Medical Care Of The Pugs In Our Rescue | $10,000 |
| PWA Coalition Of Dallas | |||||||
| PO Box 4338 | Dallas | TX | 752080338 | N/A | PC | Expanding the Lancaster Apartments | $150,000 |
| Rahabs Retreat And Ranch | |||||||
| 3607 Stone Road | Kilgore | TX | 75662 | N/A | PC | Operating Budget Expense | $160,000 |
| Rainbow Days | |||||||
| 8150 N Central Expressway Ste M1003 | Dallas | TX | 75206 | N/A | PC | Kids University | $25,000 |
| Reach Unlimited | |||||||
| 11832 Mueller Cemetery Rd Ste 200 | Cypress | TX | 77429 | N/A | PC | Transportation for Disabled Children | $20,000 |
| Recovery Ranch co Brenda Ramos | |||||||
| 1101 Toliver Avenue | Killeen | TX | 76541 | N/A | PC | Veteran, First Responder, and Special Needs | $8,000 |
| Recovery Resource Council | |||||||
| 2700 Airport Freeway | Fort Worth | TX | 76111 | N/A | PC | Enduring Families Veterans Counseling Program | $25,000 |
| Resource Crisis Center Galveston Cn | |||||||
| P O Box 1545 | Galveston | TX | 77553 | N/A | PC | Renovating the historic Guadalupe Church and School into a 58-bed family shelter, an ample client services building and a therapeutic annex for adult and children victims of domestic violence | $837,009 |
| Ronald McDonald House of Galveston | |||||||
| 301 14th St | Galveston | TX | 77550 | N/A | PC | Creating Outdoor Play Space | $62,500 |
| Rosenberg Library Association | |||||||
| 2310 Sealy Avenue | Galveston | TX | 77551 | N/A | PC | Exhibit Cases and Multimedia Displays for Museum Galleries | $250,000 |
| Runnin Wj Therapeutic Center | |||||||
| 4802 South Kings Hwy | Texarkana | TX | 75501 | N/A | PC | Runnin WJ Trail Project | $30,000 |
| Saint Judes Ranch For Children Texa | |||||||
| 1400 Ridge Creek Lane | Bulverde | TX | 78163 | N/A | PC | Therapeutic Residential Care to Abused & Neglected Children | $25,000 |
| Salesmanship Club Youth and Family | |||||||
| 106 East Tenth St | Dallas | TX | 75203 | N/A | PC | Disseminate Practices & Research on Social Emotional Health | $100,000 |
| Samaritan Women at the Well | |||||||
| 606 Gulf Freeway Ste C | Texas City | TX | 77591 | N/A | PC | Program Expenses Assisting Homeless Families | $15,000 |
| San Angelo Performing Arts Coalitio | |||||||
| 82 Gillis St | San Angelo | TX | 76903 | N/A | PC | 2019-2020 Education Series | $15,000 |
| San Antonio Lighthouse For The Blin | |||||||
| 2305 Roosevelt Ave | San Antonio | TX | 78210 | N/A | PC | Blind Children's Education Program | $25,000 |
| Senior Citizens of Greater Dallas | |||||||
| 3910 Harry Hines Blvd | Dallas | TX | 75219 | N/A | PC | Elder Financial Safety Center | $87,500 |
| Settlement Clubdba The Settlement H | |||||||
| 1600 Peyton Gin Rd | Austin | TX | 787586506 | N/A | PC | Building Capacity Through Our New Group Home | $100,000 |
| Sight Savers America | |||||||
| 337 Business Circle | Birmingham | AL | 35124 | N/A | PC | Sharing the Vision with Texas Children | $25,000 |
| Smart Family Literacy | |||||||
| 2728 Avenue Q Ste 1A | Galveston | TX | 77550 | N/A | PC | Smart Literacy Outreach and Vegetable Education | $65,000 |
| South Texas Academic Rising Scholar | |||||||
| PO Box 3068 | McAllen | TX | 785023068 | N/A | PC | Stars Scholarships | $50,000 |
| South Texas Food Bank | |||||||
| 2121 Jefferson | Laredo | TX | 78040 | N/A | PC | Adopt-A-Kid | $25,000 |
| Southern Methodist University | |||||||
| P O Box 750281 | Dallas | TX | 752750281 | N/A | PC | Moody School of Graduate and Advanced Studies | $25,000,000 |
| Southwestern University | |||||||
| 1001 East University Avenue | Georgetown | TX | 78726 | N/A | PC | Moody Engagement Fellowships | $100,000 |
| Special Olympics Texas | |||||||
| 13400 Immanuel Rd Ste 1C | Pflugerville | TX | 78660 | N/A | PC | Training and Competitions | $80,000 |
| Spindletop Center | |||||||
| PO Box 3846 | Beaumont | TX | 77704 | N/A | PC | Care On Wheels | $300,000 |
| Spring Branch Baseball Program | |||||||
| 8526 Pitner Road | Houston | TX | 77080 | N/A | PC | Springspirit Education Expansion | $75,000 |
| Stand For Children Leadership Cente | |||||||
| 1800 N Lamar St | Dallas | TX | 75202 | N/A | PC | Home Visit Project Improvements and Expansion | $130,000 |
| Sunshine Cottage School For Deaf Ch | |||||||
| 603 E Hildebrand Avenue | San Antonio | TX | 78212 | N/A | PC | Playground Expansion Project | $50,000 |
| Sustainable Food Center | |||||||
| 2921 E 17th St Building C | Austin | TX | 78702 | N/A | PC | Sprouting Healthy Kids | $50,000 |
| Teach For America | |||||||
| 600 North Pearl St Ste 2300 | Dallas | TX | 75205 | N/A | PC | Teach for America Dallas-Fort Worth Leadership Development & Support Program | $100,000 |
| Texas Chihuahua Rescue | |||||||
| 512 Ridgeview Drive | Pleasanton | TX | 78064 | N/A | PC | Expand Our Shelter Footprint | $12,500 |
| Texas Diaper Bank | |||||||
| 1803 Grandstand Drive Ste 150 | San Antonio | TX | 78238 | N/A | PC | Calm Parent Expansion | $35,000 |
| Texas Language Learning Alternative | |||||||
| 2011 W Koenig Lane | Austin | TX | 78756 | N/A | PC | Parking Lot Upgrade | $12,500 |
| Texas Mamma Jamma Ride | |||||||
| P O Box 302106 | Austin | TX | 78703 | N/A | PC | 2019 Cycling Season | $10,000 |
| Texas Tech Foundation | |||||||
| P O Box 41081 | Lubbock | TX | 794091081 | N/A | PC | Skyviews Restaurant of Texas Tech University Renovation | $585,400 |
| Texas Trees Foundation | |||||||
| 2906 Swiss Avenue | Dallas | TX | 75204 | N/A | PC | Association with Southwestern Medical District Urban Streetscape Plan Design A Prescription For Dallas | $175,000 |
| Texas Veterinary Medical Foundation | |||||||
| 8104 Exchange Drive | Austin | TX | 78754 | N/A | PC | Pets Assisting The Lives Of Seniors Program | $10,000 |
| Texas Wesleyan University | |||||||
| 1201 Wesleyan St | Fort Worth | TX | 761051536 | N/A | PC | Graduate Program in Nurse Anesthesia Expansion | $250,000 |
| The Battered Women's Foundation | |||||||
| 4166 Willman Ave | N Richland Hills | TX | 76180 | N/A | PC | Programs for Children of Domestic Violence | $10,000 |
| The Gulf Coast Center | |||||||
| 10000 Emmett F Lowry Expressway Ste | Texas City | TX | 77591 | N/A | PC | Mentorship to At-Risk Galveston County Children | $80,103 |
| The SAFE Alliance | |||||||
| P O Box 19454 | Austin | TX | 78760 | N/A | PC | Two components Of the Emergency Shelter Program | $100,000 |
| The Texas Tribune | |||||||
| 919 Congress Ave Sixth Floor | Austin | TX | 78701 | N/A | PC | A Fellowship Program for Journalism Students | $50,000 |
| To Be Like Me | |||||||
| PO Box 600101 | Dallas | TX | 753600101 | N/A | PC | 15 Disability Awareness Programs/Field Trips & Curriculum | $15,000 |
| Trinity Center St David's Episcopal | |||||||
| 301 E 8th Street | Austin | TX | 78701 | N/A | PC | Individualized case management essential for enabling homeless men and women to secure housing and related support services | $50,000 |
| United Way for Greater Austin | |||||||
| 2000 E MLK Jr Blvd | Austin | TX | 78702 | N/A | PC | Pre-K Partnerships: United Way for Grtr Austin/ AISD Collaboration | $50,000 |
| United Way of GalvestonVision Galve | |||||||
| 2200 Market St 850 | Galveston | TX | 77553 | N/A | PC | Trustees Approved Match Contributions | $270,000 |
| United Way of GalvestonVision Galve | |||||||
| 2201 Market St 850 | Galveston | TX | 77554 | N/A | PC | Phase 2 of Vision Galveston | $350,000 |
| University of North TX College of M | |||||||
| 1155 Union Circle 311250 | Denton | TX | 76203 | N/A | GOV | College of Music in the City | $125,000 |
| Upward Hope Academy | |||||||
| 101 14th St | Galveston | TX | 77550 | N/A | PC | Permanent Funding and Expanded Life Skills Programs | $375,000 |
| UT - Blanton Museum of Art | |||||||
| 201 E Martin Luther King Jr Blvd St | Austin | TX | 787121610 | N/A | GOV | Blanton Grounds Redevelopment and Free Thursdays Endowment | $4,000,000 |
| UT - Dept of Intercollegiate Athlet | |||||||
| P O Box 7399 | Austin | TX | 787137399 | N/A | GOV | University Events Center | $6,500,000 |
| UT - Moody College of Communication | |||||||
| 300 West Dean Keeton St | Austin | TX | 78712 | N/A | GOV | Establish the Moody Foundation Honors Scholarships | $250,000 |
| UT Rio Grande Valley | |||||||
| 1201 W University Dr | Edinburg | TX | 785392999 | N/A | GOV | Research Laboratory Equipment | $250,000 |
| Valley Initiative For Develop Advnc | |||||||
| 417 S Ohio Ave | Mercedes | TX | 78570 | N/A | PC | Women's Success Initiative | $50,000 |
| Victoria CountyCitizens Medical Fou | |||||||
| 2701 Hospital Drive | Victoria | TX | 77901 | N/A | PC | Bone Density Services and Instrumentation Upgrade | $15,000 |
| Victoria Gabriel Project | |||||||
| PO Box 345 | Victoria | TX | 779020345 | N/A | PC | Maternity Home Director Position | $20,000 |
| Village Learning Center | |||||||
| 3819 Plum Valley Dr | Kingwood | TX | 77339 | N/A | PC | Transportation Support-Enhancing Community Involvement of I/DD Adults | $10,000 |
| Visiting Nurse Association of Texas | |||||||
| 1600 Viceroy Ste 400 | Dallas | TX | 75235 | N/A | PC | Expanding Meal Delivery to Low-Income Seniors | $800,000 |
| Volunteer Healthcare Clinic | |||||||
| 4215 Medical Parkway | Austin | TX | 78756 | N/A | PC | Specialty Medical Services | $20,000 |
| Waller Creek Conservancy | |||||||
| PO Box 12363 | Austin | TX | 78711 | N/A | PC | Transforming Waller Creek into a 15-Mile long urban park district, anchored by the Moody Amphitheater in Waterloo Park, that will connect important Austin destinations through pedestrian and bike linkages, protect green space in a highly populated corridor, and create a destination for the community and visitors | $3,000,000 |
| Warren Center | |||||||
| 320 Custer Road | Richardson | TX | 75080 | N/A | PC | Therapy Services for Children and Family Education 2019 | $25,000 |
| West Lake Limestone Volunteer Fire | |||||||
| 6614 FM 937 | Thorton | TX | 76687 | N/A | PC | Construction of Water Plants for Rural Fire Departments | $83,967 |
| West Side Helping Hand | |||||||
| PO Box 5431 | Corpus Christi | TX | 78465 | N/A | PC | Playground Expansion Project | $24,800 |
| Wheelchairs For Warriors | |||||||
| 510 Hwy 3 North | League City | TX | 77573 | N/A | PC | General Support | $75,000 |
| Whitby Road Alliance | |||||||
| 6487 Whitby Road | San Antonio | TX | 78240 | N/A | PC | Information Technology Upgrade Project | $55,000 |
| Women In Need of Generous Support | |||||||
| 2603 Inwood Road | Dallas | TX | 75235 | N/A | PC | The Promise Campaign | $1,000,000 |
| YMCA of Austin | |||||||
| 1402 East Cesar Chavez | Austin | TX | 78702 | N/A | PC | Construction Camp Cypress | $3,125,000 |
| Young Women's Preparatory Network | |||||||
| 1722 Routh St Ste 720 | Dallas | TX | 75201 | N/A | PC | Re-Fuel, Re-Charge, Lead On! A YWPN Symposium | $500,000 |
| YWCA of Greater Austin | |||||||
| 2015 S IH35 110 | Austin | TX | 78741 | N/A | PC | Access To Innovative Mental Health Services | $100,000 |
| Zachary Scott Theater Center | |||||||
| 1510 Toomey Road | Austin | TX | 78704 | N/A | PC | Mainstage productions, theatrical performances for children and families, and teacher training aimed at integrating theater experiences into all areas of the core curriculum | $150,000 |
| Moody Schloars Program | |||||||
| 2302 Postoffice St Suite 704 | Galveston | TX | 77550 | None | I | 2015 Moody Scholars Program Galveston, Dallas and Travis Counties | $11,109 |
| Moody Schloars Program | |||||||
| 2303 Postoffice St Suite 704 | Galveston | TX | 77551 | None | I | 2015 Moody Scholars Program Galveston, Dallas and Travis Counties | $128,000 |
| Moody Schloars Program | |||||||
| 2304 Postoffice St Suite 704 | Galveston | TX | 77552 | None | I | 2016 Moody Scholars Program Galveston, Dallas and Travis Counties | $238,000 |
| Moody Schloars Program | |||||||
| 2305 Postoffice St Suite 704 | Galveston | TX | 77553 | None | I | 2017 Moody Scholars Program Galveston, Dallas and Travis Counties | $266,000 |
| Moody Schloars Program | |||||||
| 2306 Postoffice St Suite 704 | Galveston | TX | 77554 | None | I | 2015 Moody Scholars Program Galveston, Dallas and Travis Counties | $282,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,920,095 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Abilene Youth Sports Authority Inc | |||||||
| 5100 Ross Avenue | Abilene | TX | 79606 | N/A | PC | Staffing a Sports Complex for Year-Round Sports Activities | $300,000 |
| Accessible Housing Austin | |||||||
| 6550 Directors Parkway | Austin | TX | 78704 | N/A | PC | Replacing Appliances For Nine Housing Units | $20,000 |
| Alpha Home | |||||||
| PO Box 15440 | San Antonio | TX | 78212 | N/A | PC | Treatment Programs to Clients after Residential Care | $15,000 |
| Alzheimers Alliance of Northeast Te | |||||||
| 211 Winchester Drive | Tyler | TX | 75701 | N/A | PC | Respite Care to those Caring for Alzheimer's Patients | $50,000 |
| Ann Richards School Foundation | |||||||
| P O Box 41072 | Austin | TX | 787049998 | N/A | PC | College programming | $30,000 |
| Ark House Foundation | |||||||
| P O Box 833656 | Richardson | TX | 75083 | N/A | PC | Housing for Patients Receiving Long-Term Medical Treatment | $10,000 |
| Austin Community College Foundation | |||||||
| 5930 Middle Fiskville Rd | Austin | TX | 78752 | N/A | PC | Scholarships to Texas Assoc of Chacanos in Higher Education | $25,000 |
| Austin Community Fdn for the Capita | |||||||
| 4315 Guadalupe St Ste 300 | Austin | TX | 78751 | N/A | PC | Austin Marathon and Half Marathon | $266,500 |
| Austin Partners In Education | |||||||
| PO Box 6118 | Austin | TX | 78762 | N/A | PC | Academic Intervention & College Mentoring Program | $25,000 |
| Austin Youth Leadership and Counsel | |||||||
| 301 Blackberry Dr | Austin | TX | 78745 | N/A | PC | Expand services at Travis Early College High School | $17,500 |
| Bay Area Meals On Wheels Inc | |||||||
| 14045 Space Center Blvd | Houston | TX | 77062 | N/A | PC | Provide Meals to Harris & Galveston Counties | $10,000 |
| Baylor Health Care System Foundatio | |||||||
| 3600 Gaston Ave Barnett Tower 100 | Dallas | TX | 752461800 | N/A | PC | Placing Child Life Specialists in Adult-Care Hospitals | $607,490 |
| Boys and Girls Club Of Collin Count | |||||||
| 7700 W Main St Ste E | Frisco | TX | 75033 | N/A | PC | Academic Success Program In Plano, Frisco & Mckinney | $25,000 |
| Boys and Girls Club Of Zapata Count | |||||||
| 302 W 6th Ave | Zapata | TX | 78076 | N/A | PC | 2019-2020 School Year & Summer Programs | $30,000 |
| Cameron County Education Initiative | |||||||
| 3140 E Ruben Torres | Brownsville | TX | 78521 | N/A | PC | Job Training in High-Demand Fields | $45,000 |
| Camp Aranzazu Inc | |||||||
| 5420 Loop 1781 | Rockport | TX | 78382 | N/A | PC | Rebuilding Cabins & Summer Camp for Children | $150,000 |
| Candlelighters of El Paso | |||||||
| P O Box 26237 | Austin | TX | 78756 | N/A | PC | The Everyday Living Program | $20,000 |
| Cease Addiction Now Incorporated | |||||||
| 401 W Texas Ave | Baytown | TX | 77520 | N/A | PC | Building Capacity to Serve Mental Illness in Bay Area | $50,000 |
| Central Texas Community Health Cent | |||||||
| 2115 Kramer Lane 100 | Austin | TX | 78758 | N/A | PC | Obstetric & gynecological equipment | $50,000 |
| Children's Museum of Brownsville | |||||||
| 501 E Ringgold St | Brownsville | TX | 78520 | N/A | PC | The Mini Makers Studios | $15,000 |
| Christi Center Inc | |||||||
| 2306 Hancock Drive | Austin | TX | 78746 | N/A | PC | Increasing Access to Grief Support Services | $17,500 |
| Circle Of Health International | |||||||
| 411 West Monroe St | Austin | TX | 78704 | N/A | PC | Clinical Services to Mothers & Children along Border | $40,000 |
| City of Galveston | |||||||
| PO Box 779 | Galveston | TX | 775530779 | N/A | GOV | City of Galveston Courtyard - Public Plaza | $500,000 |
| Clothed By Faith Inc | |||||||
| 802 Dominion Drive Ste 100 | Katy | TX | 77450 | N/A | PC | Children & Adults Clothing In Deer Park | $20,000 |
| Collin County Mental Health | |||||||
| 1515 Heritage Drive | McKinney | TX | 75069 | N/A | PC | Training to Identify Autism & Begin Intervention | $10,000 |
| Communities in Schools of Central T | |||||||
| 3000 S IH-35 Ste 200 | Austin | TX | 78704 | N/A | PC | XY-Zone program at multiple school campuses | $300,000 |
| Comp-U-Dopt | |||||||
| 1602 Airline Drive | Houston | TX | 77009 | N/A | PC | Expand Access to Technology in Galveston | $1,260,759 |
| Corpus Christi Hope House | |||||||
| 3226 Reid Drive | Corpus Christi | TX | 76856 | N/A | PC | Shelter for Homeless Women With Children | $30,000 |
| Dallas Afterschool | |||||||
| 3900 Willow St Ste 110 | Dallas | TX | 75226 | N/A | PC | Tackle Summer Slide Program | $120,000 |
| Dallas Children's Advocacy Center | |||||||
| 5351 Samuell Blvd | Dallas | TX | 75228 | N/A | PC | PHD Psycology Internship Program | $750,000 |
| Dallas Methodist Hospitals Foundati | |||||||
| 1441 North Beckley Ave | Dallas | TX | 75203 | N/A | PC | Life Shines Bright Pregnancy Program /Methodist Health System | $269,471 |
| Dallas Theater Center | |||||||
| 2400 Flora St | Dallas | TX | 75201 | N/A | PC | A Christmas Carol | $600,000 |
| Denton County MHMR Center | |||||||
| 2519 Scripture | Denton | TX | 76201 | N/A | PC | Local Outreach to Suicide Survivors (LOS | $40,000 |
| El Buen Samaritano Episcopal Missio | |||||||
| 7000 Woodhue Drive | Austin | TX | 78745 | N/A | PC | Food for Families | $50,000 |
| El Paso Children's Hospital Foundat | |||||||
| 1400 Hardaway Ste 220 | El Paso | TX | 79903 | N/A | PC | Center for the Prevention of Child Abuse One-Stop Clinic | $104,000 |
| Emily's Place Inc | |||||||
| PO Box 860911 | Plano | TX | 75074 | N/A | PC | Nurses for Overnight Care at Emily'S Place | $30,000 |
| First Response Ministry | |||||||
| PO Box 575 | FORT STOCKTON | TX | 797356502 | N/A | PC | Lilah Smith Safe House | $160,675 |
| FOCUS Families of Communities Unite | |||||||
| 5001 Avenue U | Galveston | TX | 77551 | N/A | PC | Academic Improvement and Innovation Project | $98,397 |
| Fort Worth Hope Center | |||||||
| 3625 E Loop 820 S | Fort Worth | TX | 76119 | N/A | PC | Food Distribution | $10,000 |
| Galveston Independent School Distri | |||||||
| P O Drawer 663 | Galveston | TX | 77556 | N/A | GOV | Engineering and Robotics GISD | $98,200 |
| Galveston Independent School Distri | |||||||
| P O Drawer 664 | Galveston | TX | 77557 | N/A | GOV | Learning Partners: Powerful Learning Initiative | $446,744 |
| Galveston Island Day School | |||||||
| 1110 21st St | Galveston | TX | 77550 | N/A | PC | Moody Early Childhood Center | $5,900,000 |
| Girl Scouts Of Southwest Texas | |||||||
| 811 N Coker Loop | San Antonio | TX | 78216 | N/A | PC | Camp Support: Camp La Jita & Camp Metro | $50,000 |
| Goodwill Industries of East Texas | |||||||
| 409 W Locust | Tyler | TX | 75702 | N/A | PC | Goodwill's Re-Entry Program | $25,000 |
| Healing Hands Ministries | |||||||
| P O Box 741524 | Dallas | TX | 753741524 | N/A | PC | Prenatal and Newborn Services | $25,000 |
| Heart of Texas Community Health Cen | |||||||
| 1600 Providence Dr | Waco | TX | 76707 | N/A | PC | Primary care intervention for traumatized children | $542,271 |
| Hitchcock Independent School Distri | |||||||
| 7804 Neville Rd | Hitchcock | TX | 77563 | N/A | GOV | Food Truck Initiative | $42,220 |
| Hope Supply Co | |||||||
| 10480 Shady Trail Ste 104 | Dallas | TX | 75220 | N/A | PC | Critical Needs Program | $25,000 |
| Houston Baptist University | |||||||
| 7502 Fondren Road | Houston | TX | 77074 | N/A | PC | Student Success | $100,000 |
| IDEA Public Schools | |||||||
| 2115 W Pike Blvd | Weslaco | TX | 78596 | N/A | PC | Moody Cabins at Camp RIO in Brownsville, TX | $197,517 |
| In The City For Good | |||||||
| 10455 N Central Expressway Ste 109- | Dallas | TX | 75231 | N/A | PC | Remodeling a Commercial Kitchen | $50,000 |
| Jordan Elizabeth Harris Foundation | |||||||
| 2830 S Hulen St 139 | Fort Worth | TX | 76109 | N/A | PC | Hope Squad Suicide Prevention Education & training | $21,500 |
| Katies Pantry | |||||||
| 4801 Sun Valley Dr | El Paso | TX | 79924 | N/A | PC | Expanding Distribution | $8,400 |
| Leukemia Texas | |||||||
| 4926 N OConnor Rd Ste 125 | Irving | TX | 75063 | N/A | PC | Moody Foundation Patient Aid Project | $50,000 |
| Literacy United | |||||||
| 3145 McCart Avenue | Fort Worth | TX | 76110 | N/A | PC | Literacy United | $10,000 |
| Lone Star Legal Aid | |||||||
| 500 Jefferson 17th Floor | Houston | TX | 77002 | N/A | PC | Community-based Legal Services for Veterans | $283,091 |
| Magdalen House | |||||||
| 1302 Redwood Circle | Dallas | TX | 75218 | N/A | PC | 2019-2020 Social Detox Program/Peer Recovery Program | $150,000 |
| Martha's Home | |||||||
| 1204 SW 18th Avenue | Amarillo | TX | 79102 | N/A | PC | General Operations | $10,000 |
| Mercy Street Inc | |||||||
| 3801 Holystone St | Dallas | TX | 75212 | N/A | PC | Mentoring and Leadership South Dallas Expansion | $309,000 |
| Mission of Mercy Inc | |||||||
| 2422 Ayers St | Corpus Christi | TX | 78405 | N/A | PC | Free medical care for the uninsured working poor | $75,000 |
| Moody Schloars Program | |||||||
| 2303 Postoffice St Suite 704 | Galveston | TX | 77551 | None | I | 2015 Moody Scholars Program Galveston, Dallas and Travis Counties | $1,072,000 |
| New Beginnings - Big Country | |||||||
| PO Box 4193 | Abilene | TX | 79608 | N/A | PC | Funding For Peer-Led Support And Re Entry Coordinator | $15,000 |
| New Life Individual and Family Serv | |||||||
| 1850 E Houston St | San Antonio | TX | 78202 | N/A | PC | SAFE | $25,000 |
| Nueva Luz Foundation | |||||||
| 902 S Airport Dr 7 | Weslaco | TX | 78596 | N/A | PC | Trauma Effects on Foster Children with a Tbri Based Program | $17,500 |
| Providence Health Services of Waco | |||||||
| 6901 Medical Parkway | Waco | TX | 767022589 | N/A | PC | Pink Partners | $30,000 |
| Ranch Hands Rescue | |||||||
| 9477 Fort Worth Drive | Denton | TX | 76226 | N/A | PC | Victims for Trauma Informed Counseling Services | $30,000 |
| Reading Partners | |||||||
| 2910 Swiss Avenue | Dallas | TX | 75204 | N/A | PC | Reading partners for Literacy Intervention | $50,000 |
| Region 8 Education Service Center | |||||||
| 4845 US HWY 271 N | Pittsburg | TX | 75482 | N/A | PC | Literacy Collaborative | $25,000 |
| Respite Care of San Antonio | |||||||
| PO Box 12633 605 Belknap Pl | San Antonio | TX | 78212 | N/A | PC | Early Childhood Education Center For Children With Special Needs | $20,000 |
| Rockport Warriors United | |||||||
| 1130 E Linden | Rockport | TX | 78382 | N/A | PC | A Weekend Retreat | $10,000 |
| Saint Philip's School Community Cen | |||||||
| 1600 Pennsylvania Avenue | Dallas | TX | 75215 | N/A | PC | We Believe Campaign - New Performing and Fine Arts Pavilion | $3,000,000 |
| Saint Vincent's House | |||||||
| 2817 Alfreda Houston Place | Galveston | TX | 77550 | N/A | PC | Sustainability and General Operating Support | $100,000 |
| Senior Citizens of Greater Dallas | |||||||
| 3910 Harry Hines Blvd | Dallas | TX | 75219 | N/A | PC | Elder Financial Safety Center | $87,500 |
| Shared Housing Center Inc | |||||||
| 402 N Good Latimer Expy | Dallas | TX | 75204 | N/A | PC | Homeshare | $30,000 |
| Southeast Texas Literacy Group | |||||||
| 7008 Limerick | Beaumont | TX | 77706 | N/A | PC | Summer Reading Initiative 2020 | $10,000 |
| Southern Methodist University | |||||||
| P O Box 750281 | Dallas | TX | 752750281 | N/A | PC | Moody School of Graduate and Advanced Studies | $75,000,000 |
| Spring Branch Baseball Program | |||||||
| 8526 Pitner Road | Houston | TX | 77080 | N/A | PC | Springspirit Education Expansion | $75,000 |
| Teach For America Inc | |||||||
| 801 N Bryan Rd Ste 152 | Mission | TX | 78572 | N/A | PC | Removing Barriers to Create a Diverse Teaching Corps | $15,000 |
| Teen Health Center Inc | |||||||
| P O Box 925 | Galveston | TX | 77553 | N/A | PC | Medical Care at Moody Early Childhood Center Clinic | $55,000 |
| Theater Action Project | |||||||
| 1023 Springdale Rd Building 3 | Austin | TX | 78721 | N/A | PC | Creative Action Out-of-School Time | $20,000 |
| Trinity Center St David's Episcopal | |||||||
| 301 E 8th St | Austin | TX | 78701 | N/A | PC | Case Management | $225,000 |
| Urban Strategies Inc | |||||||
| 2915 Ball St | Galveston | TX | 77550 | N/A | PC | Educational Equity for Students of Cedars and Villas | $417,438 |
| UT- Blanton Museum of Art | |||||||
| 201 E Martin Luther King Jr Blvd St | Austin | TX | 787121610 | N/A | GOV | Blanton Grounds Redevelopment & Free Thursdays Endowment | $16,000,000 |
| UT - Dept of Intercollegiate Athlet | |||||||
| P O Box 7399 | Austin | TX | 787137399 | N/A | GOV | University Events Center | $123,500,000 |
| UT - Moody College of Communication | |||||||
| 301 West Dean Keeton St | Austin | TX | 78713 | N/A | GOV | Moody Foundation Honors Scholarships | $1,300,000 |
| UTMBSchool of Nursing | |||||||
| 301 University Boulevard | Galveston | TX | 775550129 | N/A | GOV | 2019 Holiday Style Fashion Show & Luncheon | $250,000 |
| Vogel Alcove | |||||||
| 1738 Gano St | Dallas | TX | 75215 | N/A | PC | Mental Health Services for Homeless Children and Families | $75,000 |
| West Texas Centers for Mental Healt | |||||||
| 409 Runnels St | Big Spring | TX | 79720 | N/A | PC | Project ImpactImpacting Families with Early Intervention | $25,000 |
| White House Historical Association | |||||||
| PO Box 27624 | Washington | DC | 20038 | N/A | PC | 2020 Presidential Sites Summit in Dallas | $325,000 |
| Williamson County Crisis Center | |||||||
| 1011 Gattis School Road Ste 110 | Round Rock | TX | 78664 | N/A | PC | Lifesaving Sheltered Nights of Safety | $25,000 |
| YMCA of Abilene | |||||||
| 3125 S 32nd St | Abilene | TX | 79605 | N/A | PC | Children's Development Center | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $236,520,673 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $726,341 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,288,130 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,780,523 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Oil & gas royalty income | 15 | $21,203,598 | ||
| Other real estate income | 16 | $42,075 | ||
| Partnership income | 14 | $1,862 | 525990 | $322,075 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $322,075 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $74,042,529 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,364,604 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting and tax compliance | CategoryTxt |
| Amt | $56,290 | Amt |
| Net Investment Income | $22,016 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $33,774 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| Galveston Offices | 2014-01-01 | $1,226,591 | $572,336 | SL | 8.0000 | $153,325 | $26,065 |
| Automobiles | 2018-01-01 | $191,533 | $54,743 | SL | 3.0000 | $46,547 | $7,913 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | 990-PF Part I, Line 1 - Contributions, gifts, grants, etc. receivedThe Libbie Shearn Moody Trust is a split-interest trust as described in IRC 4947(a)(2) and regulations thereunder, all of the assets of which were placed in trust before May 27, 1969. Accordingly, distributions from the Libbie Shearn Moody Trust to The Moody Foundation are not includable in taxable investment income for the current year in accordance with regulation 53.4940-1(d)(2).Please note that although this amount is reported on Part I, Line 1 of Form 990-PF, it is not reported on Schedule B, Schedule of Contributors. It is distinguishable from a contribution described in regulation 1.507-6(c)(1) because it is a distribution from a split-interest trust. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (664 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 250000 AbbVie 4.25% 14 Nov 28 | $267,235 | $276,521 |
| 500000 ADT Security 6.25% 15 Oct 21 | $532,330 | $527,500 |
| 50000 Advance Auto 4.5% 01 Dec 23 | $52,573 | $53,595 |
| 350000 Aetna 2.75% 15 Nov 22 | $328,714 | $355,704 |
| 150000 Air Lease 3.625% 01 Apr 27 | $145,102 | $155,572 |
| 55000 Alabama 2.45% 30 Mar 22 | $54,955 | $55,677 |
| 61000 Alabama 3.55% 01 Dec 23 | $60,827 | $64,377 |
| 113000 Alexandria RE 3.375% 15 Aug 30 | $112,841 | $117,463 |
| 300000 Alibaba 3.4% 06 Dec 27 | $282,949 | $312,574 |
| 385000 Allergan 3.45% 15 Mar 22 | $379,068 | $393,841 |
| 355000 Ally Auto 1.78% 16 Aug 21 | $82,189 | $82,159 |
| 234000 Ally Auto 1.74% 15 Sep 21 | $74,875 | $74,835 |
| 171000 Ally Auto 2.35% 15 Jun 22 | $124,437 | $124,716 |
| 93000 Ally Auto 2.91% 15 Sep 23 | $92,989 | $94,149 |
| 365000 Ally Master 3.3% 17 Jul 23 | $364,948 | $372,175 |
| 135000 Altria 2.85% 09 Aug 22 | $132,143 | $137,607 |
| 215000 Altria 3.49% 14 Feb 22 | $214,987 | $221,284 |
| 285000 Altria 3.8% 14 Feb 24 | $284,421 | $300,124 |
| 197000 Amazon.com 3.8% 05 Dec 24 | $202,382 | $212,638 |
| 10000 American Airlines 5.25% 31 Jan 21 | $3,602 | $3,705 |
| 363000 American Airlines 3% 15 Oct 28 | $315,311 | $322,614 |
| 81000 American Airline 3.65% 15 Feb 29 | $70,976 | $74,807 |
| 250000 American Electric 3.2% 13 Nov 27 | $262,455 | $257,988 |
| 650000 American Electric 3.65% 01 Dec 21 | $670,021 | $670,628 |
| 600000 American Express 3% 22 Feb 21 | $599,400 | $607,185 |
| 100000 American Exp 3.375% 17 May 21 | $99,983 | $101,912 |
| 135000 American Express 3.7% 05 Nov 21 | $134,970 | $139,125 |
| 135000 American Express 4.2% 06 Nov 25 | $134,700 | $148,841 |
| 330000 American Exp 1.93% 15 Sep 22 | $329,922 | $329,985 |
| 190000 American Exp 2.87% 15 Oct 24 | $189,968 | $194,127 |
| 400000 American Honda 2.15% 13 Mar 20 | $399,284 | $400,027 |
| 454000 American Intnl 3.75% 10 Jul 25 | $434,918 | $485,937 |
| 200000 American Tower 2.75% 15 Jan 27 | $199,676 | $199,782 |
| 182000 American Water 3.4% 01 Mar 25 | $184,706 | $190,872 |
| 59000 AmeriAuto A3 1.87% 18 Aug 21 | $2,169 | $2,169 |
| 84000 AmeriAuto 1.98% 20 Dec 21 | $21,017 | $21,017 |
| 114000 AmeriAuto A3 1.9% 18 Mar 22 | $53,487 | $53,448 |
| 83000 AmeriAuto A3 2.04% 18 Jul 22 | $49,971 | $49,977 |
| 191000 AmeriAutoA3 3.07% 19 Dec 22 | $190,965 | $192,177 |
| 400000 AmeriAuto 3.38% 18 Jul 23 | $399,975 | $405,858 |
| 800000 AmeriAuto A3 2.28% 18 Jan 24 | $799,933 | $803,651 |
| 100000 Ameriprise Fin 2.875% 15 Sep 26 | $100,546 | $102,223 |
| 290000 Amgen 2.65% 11 May 22 | $285,944 | $294,344 |
| 100000 Analog Devices 2.95% 12 Jan 21 | $99,573 | $100,836 |
| 49000 Analog Devices 3.125% 05 Dec 23 | $48,823 | $50,651 |
| 1300000 Angel Oak Mortg 25 Oct 2049 | $1,250,464 | $1,247,797 |
| 1300000 Angel Oak Mortg 25 Sep 2048 | $792,931 | $791,028 |
| 150000 Angel Oak Mortg 25 Mar 2049 | $113,100 | $114,381 |
| 1060000 Anheuser-Busch 3.65% 01 Feb 26 | $1,001,715 | $1,130,556 |
| 30000 Anheuser-Busch 3.5% 12 Jan 24 | $29,366 | $31,615 |
| 395000 Anheuser-Busch 4.75% 23 Jan 29 | $407,636 | $457,872 |
| 550000 Antero Res 5.625% 01 Jun 23 | $519,475 | $441,375 |
| 200000 Anthem 3.35% 01 Dec 24 | $199,936 | $208,767 |
| 190000 Anthem 3.5% 15 Aug 24 | $195,976 | $199,210 |
| 150000 Apache 4.25% 15 Jan 30 | $149,728 | $155,583 |
| 1300000 Apple 2.25% 23 Feb 21 | $1,307,442 | $1,307,735 |
| 130000 Apple 2.5% Bds 09 Feb 25 | $121,468 | $132,419 |
| 250000 Apple 2.75% 13 Jan 25 | $249,635 | $258,338 |
| 90000 Apple 2.9% 12 Sep 27 | $89,899 | $93,703 |
| 176000 Apple 3% 09 Feb 24 | $175,923 | $182,786 |
| 96000 Apple 3.2% 13 May 25 | $95,666 | $101,442 |
| 90000 Apple 3.35% 09 Feb 27 | $88,047 | $95,867 |
| 135000 Arizona Public 3.35% 15 Jun 24 | $134,876 | $141,086 |
| 325000 Arrow Electronics 4.5% 01 Mar 23 | $319,108 | $343,071 |
| 120000 Assurant 4.2% 27 Sep 23 | $119,721 | $125,284 |
| 700000 AT&T 3.55% 01 Jun 24 | $719,656 | $736,202 |
| 260000 AT&T 3.6% 15 Jul 25 | $266,018 | $275,224 |
| 100000 AT&T 3.6% 15 Jul 25 | $102,314 | $105,855 |
| 85000 AT&T 3.8% 15 Feb 27 | $86,274 | $90,613 |
| 215000 AT&T 4.1% 15 Feb 28 | $207,900 | $233,952 |
| 197000 AT&T 4.125% 17 Feb 26 | $197,227 | $213,536 |
| 235000 AT&T 4.35% 01 Mar 29 | $233,844 | $261,440 |
| 77000 Atmos Energy 2.625% 15 Sep 29 | $76,954 | $77,744 |
| 455000 BA Card 1.74% 15 Jan 25 | $454,889 | $453,605 |
| 550000 BanK of America 5.5% 25 Oct 2034 | $36,303 | $38,003 |
| 307000 Bank of America 3.95% 21 Apr 25 | $306,094 | $327,863 |
| 769000 Bank of America 4% 22 Jan 25 | $767,911 | $820,290 |
| 225000 Bank of America 4.1% 24 Jul 23 | $232,904 | $240,006 |
| 400000 Bank of America 3.124% 20 Jan 23 | $393,308 | $407,816 |
| 575000 Bank of America 3.366% 23 Jan 26 | $575,000 | $601,450 |
| 800000 Bank of America 3.366% 23 Jan 26 | $765,680 | $836,800 |
| 450000 Bank of America 3.419% 20 Dec 28 | $417,038 | $472,563 |
| 110000 Bank of America 3.705% 24 Apr 28 | $110,000 | $117,618 |
| 600000 Bank of America 3.335% 25 Jan 23 | $600,000 | $616,488 |
| 505000 Bank of NY 1.31825% 30 Oct 23 | $505,000 | $513,807 |
| 200000 Bank of NY 2.661% 16 May 23 | $197,920 | $203,081 |
| 200000 Bank Nova Scotia 4.5% 16 Dec 25 | $210,126 | $219,722 |
| 200000 Barclays PLC 3.684% 10 Jan 23 | $200,000 | $205,099 |
| 670000 Barclays PLC 3.932% 07 May 25 | $683,782 | $704,337 |
| 585000 BAT Capital 3.222% 15 Aug 24 | $560,875 | $598,385 |
| 80000 Bausch Health Cos 6.5% 15 Mar 22 | $83,800 | $81,800 |
| 220000 Bayview Koitere 28 Nov 2053 | $130,642 | $129,121 |
| 380000 Bayview Mortg 28 Jan 2058 | $229,491 | $224,234 |
| 435000 Bayview Opportunity 28 Oct 2064 | $262,103 | $259,418 |
| 300000 Bayview Opportunity 28 Jun 2057 | $176,126 | $173,570 |
| 545000 Bayview Opportunity 28 Oct 2057 | $319,112 | $315,382 |
| 180000 Bayview Opportunity 28 Jan 2055 | $102,206 | $100,774 |
| 1370000 Bear Stearns 25 Jul 2033 | $23,217 | $24,045 |
| 195000 Berkshire Hathwy 2.4% 01 Feb 20 | $194,957 | $195,063 |
| 550000 Berkshire Hathwy 3.25% 15 Apr 28 | $575,204 | $581,521 |
| 200000 BlackRock 3.2% 15 Mar 27 | $199,190 | $211,465 |
| 83000 BMW Vehicle 2.07% 20 Oct 20 | $26,033 | $26,033 |
| 70000 BMW Vehicle 3.26% 20 Jul 21 | $69,990 | $70,636 |
| 250000 Boeing 3.2% 01 Mar 29 | $246,725 | $260,730 |
| 445000 Boston Propert 3.8% 01 Feb 24 | $435,256 | $470,745 |
| 80000 Boston Scientific 3.75% 01 Mar 26 | $79,779 | $85,754 |
| 300000 BP Capital 3.224% 14 Apr 24 | $294,009 | $313,227 |
| 250000 BP Capital 3.79% 06 Feb 24 | $250,000 | $266,072 |
| 260000 Bristol-Myers Squib 2% 01 Aug 22 | $233,355 | $261,710 |
| 50000 Brixmor Operat 3.85% 01 Feb 25 | $49,296 | $52,519 |
| 500000 Broadcom 3.125% 15 Jan 25 | $464,390 | $506,094 |
| 550000 Broadcom 3.625% 15 Jan 24 | $548,867 | $570,036 |
| 410000 Broadcom 3.875% 15 Jan 27 | $368,869 | $425,891 |
| 140000 Broadcom 3.125% 15 Apr 21 | $139,835 | $141,700 |
| 115000 Brookfield Fin 4.85% 29 Mar 29 | $114,794 | $131,688 |
| 250000 Burlington North 3.4% 01 Sep 24 | $249,428 | $264,442 |
| 500000 Burlington North 7.082% 13 May 29 | $526,540 | $672,980 |
| 75000 Campbell Soup 3.95% 15 Mar 25 | $74,810 | $79,912 |
| 155000 CA Natrl Res 3.85% 01 Jun 27 | $153,350 | $165,085 |
| 300000 Canadian Pacific 4.5% 15 Jan 22 | $332,015 | $314,455 |
| 300000 Capital One 3.75% 24 Apr 24 | $302,439 | $315,966 |
| 100000 Capital One4.2% 29 Oct 25 | $101,675 | $107,948 |
| 231000 CarMax Auto 1.4% 15 Aug 21 | $52,047 | $51,976 |
| 374000 CarMax Auto 1.98% 15 Nov 21 | $128,140 | $128,161 |
| 170000 CarMax Auto 1.97% 15 Apr 22 | $108,697 | $108,725 |
| 73000 CarMax Auto 2.11% 17 Oct 22 | $61,263 | $61,328 |
| 182000 CarMax Auto 2.48% 15 Nov 22 | $181,985 | $182,724 |
| 181000 CarMax Auto 2.98% 17 Jan 23 | $180,966 | $182,811 |
| 185000 Carmax Auto 3.36% 15 Sep 23 | $184,998 | $188,720 |
| 355000 Carmax Auto 3.05% 15 Mar 24 | $354,960 | $360,879 |
| 312000 CarMax Auto 3.13% 15 Jun 23 | $311,957 | $316,442 |
| 400000 Caterpillar 2.95% 26 Feb 22 | $399,808 | $409,118 |
| 162000 Caterpillar 3.75% 24 Nov 23 | $161,867 | $172,927 |
| 135000 CCO s LLC 5.125% 15 Feb 23 | $138,306 | $136,519 |
| 320000 CCO s LLC 5.75% 15 Feb 26 | $338,641 | $337,606 |
| 182000 Celgene Corp 3.625% 15 May 24 | $183,030 | $191,406 |
| 775000 Cenovus Energy 3.8% 15 Sep 23 | $769,389 | $801,888 |
| 183000 CenterPoint Engy 3% 01 Feb 27 | $181,803 | $188,668 |
| 260000 CenterPoint Engy 2.5% 01 Sep 22 | $254,890 | $262,162 |
| 500000 CenturyLink 5.8% 15 Mar 22 | $522,650 | $525,635 |
| 150000 Charles Schwab 3.2% 02 Mar 27 | $149,758 | $157,011 |
| 230000 Charter Commun 4.464% 23 Jul 22 | $231,622 | $241,769 |
| 310000 Charter Commun 4.908% 23 Jul 25 | $312,172 | $341,365 |
| 2000000 Chase Funding 25 May 2034 | $85,907 | $97,029 |
| 105000 Chase Funding 25 May 2033 | $32,160 | $36,134 |
| 1000000 Chase Mortg 25 Feb 2037 | $36,543 | $38,169 |
| 900000 Chase Mortg 25 Jun 2035 | $45,258 | $45,637 |
| 500000 Chesapeake Fund 1.91% 15 Aug 29 | $190,465 | $190,308 |
| 300000 Chevron Corp 2 2.355% 05 Dec 22 | $285,825 | $304,201 |
| 1500000 CHL Mortg P 4.5% 25 Jun 2019 | $665 | $650 |
| 100000 Chubb INA s In 2.7% 13 Mar 23 | $96,814 | $102,134 |
| 131000 Chubb INA s In 3.15% 15 Mar 25 | $130,978 | $137,871 |
| 230000 Cigna Corp 3.0 3.05% 15 Oct 27 | $230,108 | $233,277 |
| 375000 Cigna Corp 4.3 4.375% 15 Oct 28 | $371,651 | $415,458 |
| 532000 CIM Trust 2017 25 Apr 2057 | $307,278 | $305,761 |
| 200000 Cisco Systems 2.45% 15 Jun 20 | $200,364 | $200,592 |
| 500000 CIT Group Inc 5% 01 Aug 23 | $536,875 | $538,750 |
| 180000 Citigroup Inc 2.9% 08 Dec 21 | $179,692 | $182,958 |
| 125000 Citigroup Inc 3.2% 21 Oct 26 | $117,406 | $129,699 |
| 517000 Citigroup Inc 3.2% 21 Oct 26 | $516,695 | $536,433 |
| 335000 Citigroup Inc 3.7% 12 Jan 26 | $334,554 | $357,322 |
| 175000 Citigroup Inc 4.45% 29 Sep 27 | $176,012 | $192,812 |
| 410000 Citigroup Inc 3.142% 24 Jan 23 | $401,641 | $418,032 |
| 415000 Citigroup Inc 3.352% 24 Apr 25 | $415,000 | $431,934 |
| 1000000 Citigroup Inc 3.887% 10 Jan 28 | $979,300 | $1,077,712 |
| 505000 Citigroup Inc 3.98% 20 Mar 30 | $528,155 | $552,879 |
| 543000 Citigroup Mortg 25 Feb 2058 | $413,627 | $423,733 |
| 500000 Citigroup Mortg 5.25% 25 Oct 33 | $5,717 | $5,722 |
| 400000 Citigroup Mortg 5.25% 25 Sep 33 | $16,173 | $15,587 |
| 1000000 Citigroup Mortg 25 Dec 34 | $31,778 | $32,147 |
| 1000000 Citigroup Mortg 25 Aug 34 | $32,447 | $31,647 |
| 150000 Citizens Financial 4.3% 03 Dec 25 | $151,971 | $161,234 |
| 200000 CMS Energy Corp 3.45% 15 Aug 27 | $199,702 | $209,311 |
| 240000 CNH Equipment 2.07% 16 May 22 | $131,828 | $131,854 |
| 150000 CNH Equipment 1.86% 15 Sep 22 | $104,010 | $103,902 |
| 100000 CNH Equipment 2.08% 15 Feb 23 | $83,179 | $83,246 |
| 160000 CNO Financial 5.25% 30 May 25 | $168,528 | $177,200 |
| 201000 CNOOC Finance 3.5% 05 May 25 | $199,141 | $209,961 |
| 250000 Colombia Gov 4% 26 Feb 24 | $262,750 | $263,460 |
| 150000 Colombia Gov375% 18 Sep 37 | $190,050 | $213,000 |
| 1500000 COLT 2019-3 Mortg 25 Aug 49 | $1,226,896 | $1,221,844 |
| 513000 COLT 2019-4 Mortg 25 Nov 49 | $486,861 | $485,127 |
| 72000 Comcast Corp 3.15% 01 Mar 26 | $67,680 | $75,485 |
| 500000 Comcast Corp 3.3% 01 Feb 27 | $468,975 | $529,716 |
| 140000 Comcast Corp 3.45% 01/10/21 | $139,859 | $144,113 |
| 393000 Comcast Corp 3.6% 01 Mar 24 | $389,397 | $416,640 |
| 360000 Comcast Corp 3.95% 15 Oct 25 | $357,966 | $392,908 |
| 67000 Comcast Corp 3.95% 15 Oct 25 | $66,918 | $73,124 |
| 235000 Comcast Corp 4.15% 15 Oct 28 | $234,882 | $264,690 |
| 200000 Comerica Inc 3.7% 31 Jul 23 | $203,408 | $210,252 |
| 230000 Commonwealth 3.7% 15 Aug 28 | $229,448 | $251,639 |
| 500000 Conagra Brand 7% 01 Oct 28 | $553,580 | $630,629 |
| 200000 Connecticut Light 3.2% 15 Mar 27 | $199,320 | $211,297 |
| 32000 Consumers Energy 2.85% 15 May 22 | $31,997 | $32,712 |
| 65000 Continental Res 4.5% 15 Apr 23 | $64,368 | $67,915 |
| 150000 Cooperatieve Rabo 3.875% 08 Feb 2 | $162,030 | $156,224 |
| 172000 Costco Wholesale 2.75% 18 May 24 | $174,883 | $178,095 |
| 228000 CPS Auto Trust CP 2.87% 15 Sep 21 | $26,620 | $26,636 |
| 250000 Credit Acceptance 2.65% 15 Jun 26 | $199,950 | $200,376 |
| 355000 Credit Suisse 3.8% 15 Sep 22 | $360,882 | $369,607 |
| 3400000 CSFB Mortg 1 7% 25 Dec 2033 | $54,523 | $55,602 |
| 225000 CSX Corp 3.25 3.25% 01 Jun 27 | $216,994 | $236,703 |
| 400000 CSX Corp 3.7% 3.7% 01 Nov 23 | $393,928 | $424,847 |
| 205000 CVS Health Co 2.75% 01 Dec 22 | $212,085 | $208,330 |
| 240000 CVS Health Co 3.7% 09 Mar 23 | $237,234 | $250,161 |
| 200000 CVS Health Co orp 4% 05 Dec 23 | $202,348 | $211,660 |
| 220000 CVS Health Co 4.1% 25 Mar 25 | $217,846 | $236,206 |
| 1070000 CVS Health Co 4.1% 25 Mar 25 | $1,059,630 | $1,148,821 |
| 200000 Danske Bank A 5% 12 Jan 22 | $199,442 | $210,078 |
| 200000 Danske Bank A 5.375% 12 Jan 24 | $199,596 | $218,926 |
| 200000 Deephaven Residential 25 Jun 2047 | $47,038 | $46,965 |
| 500000 Deephaven Residential 25 Jul 2059 | $423,309 | $422,459 |
| 500000 Deere & Co 6.55% 01 Oct 28 | $482,500 | $643,989 |
| 107000 Delta Air Lines 4.75% 07/05/20 | $36,429 | $36,730 |
| 650000 Deutsche Bank AG 3.15% 22 Jan 21 | $651,274 | $652,958 |
| 267000 Deutsche Bank AG 3.7% 30 May 24 | $265,983 | $270,997 |
| 300000 Discover Bank 2. 2.45% 12 Sep 24 | $299,874 | $299,464 |
| 68000 Discovery Commun 2.95% 20 Mar 23 | $67,914 | $69,306 |
| 139000 Discovery Commun 3.95% 15 Jun 25 | $141,921 | $148,408 |
| 130000 DISH DBS Corp 5. 5.875% 15 Jul 22 | $123,759 | $137,800 |
| 140000 Diversified Heal 4.75% 15 Feb 28 | $137,637 | $141,334 |
| 155000 Dominion Energy 2% 15 Aug 21 | $154,778 | $154,952 |
| 185000 Dominion Energy 3.9% 01 Oct 25 | $185,696 | $198,773 |
| 450000 Dow Chemical Co 8.85% 15 Sep 21 | $576,360 | $500,417 |
| 280000 Drive Auto Rec 3.34% 15 Oct 22 | $166,619 | $166,954 |
| 95000 Drive Auto Rec 2.16% 15 May 23 | $94,997 | $94,938 |
| 200000 DTE Electric 3.9% 01 Jun 21 | $218,744 | $204,636 |
| 125000 DTE Energy Co 2.6% 15 Jun 22 | $124,860 | $125,877 |
| 100000 DTE Energy Co 3.4% 15 Jun 29 | $102,270 | $103,107 |
| 301000 Duke Energy 2.5% 15 Mar 23 | $300,883 | $305,626 |
| 260000 Duke Energy 3.8% 01 Sep 23 | $267,043 | $274,898 |
| 400000 Duke Energy 2.8% 15 May 22 | $391,972 | $408,488 |
| 318000 Duke Realty 3.625% 15 Apr 23 | $323,651 | $330,573 |
| 795000 DuPont Nemours 4.205% 15 Nov 23 | $795,000 | $850,609 |
| 150000 Eaton Corp 3. 3.103% 15 Sep 27 | $150,000 | $155,894 |
| 200000 Edison Intnl 4.125% 15 Mar 28 | $207,236 | $205,224 |
| 95000 Eli Lilly and 3.375% 15 Mar 29 | $94,854 | $102,326 |
| 40000 Energy Transfer 3.6% 01 Feb 23 | $39,644 | $40,974 |
| 45000 Energy Transfer 4.05% 15 Mar 25 | $45,276 | $47,312 |
| 80000 Energy Transfer 4.2% 15 Sep 23 | $79,941 | $84,008 |
| 125000 Energy Transfer 4.5% 15 Apr 24 | $124,558 | $133,080 |
| 85000 Energy Transfer 4.9% 01 Feb 24 | $88,675 | $91,223 |
| 80000 Energy Transfer 7.5% 15 Oct 20 | $85,465 | $83,138 |
| 200000 Energy Transfer 5% 01 Oct 22 | $208,246 | $212,164 |
| 100000 Entergy Arkansa 3.5% 01 Apr 26 | $102,208 | $105,496 |
| 165,000 Enterprise Flee 3.38% 20 May 24 | $142,532 | $144,474 |
| 270000 Enterprise Flee 2.98% 20 Oct 24 | $269,998 | $272,598 |
| 450000 Enterprise Prod 2.8% 15 Feb 21 | $449,097 | $454,294 |
| 197000 Enterprise Prod 3.9% 15 Feb 24 | $196,628 | $209,052 |
| 95000 Enterprise Prod 4.15% 16 Oct 28 | $93,841 | $105,159 |
| 92000 ERP Operating LP 2.85% 01 Nov 26 | $91,394 | $94,425 |
| 223000 ERP Operating LP 4.625% 15 Dec 21 | $239,371 | $232,992 |
| 115000 Evergy Inc 2.9% 15 Sep 29 | $114,801 | $114,460 |
| 100000 Evergy Inc 4.85% 01 Jun 21 | $109,564 | $103,151 |
| 170000 Exelon Generation 3.4% 15 Mar 22 | $174,180 | $174,493 |
| 175000 Exelon Generation 4.25% 15 Jun 22 | $172,870 | $183,047 |
| 868000 Exeter Automobile 2.82% 16 May 22 | $353,967 | $353,828 |
| 605000 Exeter Automobile 3.2% 15 Apr 22 | $151,591 | $151,902 |
| 150000 Exxon Mobil Corp 2.709% 06 Mar 25 | $150,000 | $155,083 |
| 52000 Fidelity National 3.75% 21 May 29 | $51,910 | $57,005 |
| 130000 Fifth Third Auto 2.69% 16 Nov 26 | $129,974 | $131,555 |
| 250000 Fifth Third Banco 2.6% 15 Jun 22 | $247,712 | $253,189 |
| 500000 Fiserv Inc 3 3.2% 01 Jul 26 | $520,345 | $517,823 |
| 385000 Ford Credit 2.93% 15 Jun 21 | $384,986 | $385,837 |
| 485000 Ford Credit 3 2.9% 15 May 22 | $484,962 | $489,438 |
| 175000 Ford Credit 3 2.9% 15 May 22 | $174,986 | $176,601 |
| 756000 Ford Credit 2.12% 15 Jul 26 | $758,746 | $755,955 |
| 690000 Ford Credit 1.85% 15 Sep 21 | $688,167 | $689,424 |
| 226000 Ford Credit 1.67% 15 Jun 21 | $50,020 | $49,987 |
| 200000 Ford Motor 3.815% 02 Nov 27 | $183,324 | $193,950 |
| 174000 Fortis Inc/ 3.055% 04 Oct 26 | $168,645 | $177,728 |
| 595000 Foursight Capital 3.64% 15 May 23 | $594,881 | $602,465 |
| 65000 Fox Corp 3. 3.666% 25 Jan 22 | $65,000 | $67,127 |
| 550000 GE Capital Intnl 3.373% 15 Nov 25 | $558,476 | $573,094 |
| 545000 General Dynamics 2.875% 11 May 20 | $543,071 | $546,889 |
| 200000 General Dynamics 3.5% 15 May 25 | $197,548 | $214,335 |
| 606000 General Electric 5.55% 05 Jan 26 | $663,934 | $695,351 |
| 250000 General Mills Inc 4% 17 Apr 25 | $252,395 | $270,404 |
| 300000 General Motors 4.25% 15 May 23 | $310,479 | $315,977 |
| 475000 General Motors 4.3% 13 Jul 25 | $461,463 | $507,749 |
| 330000 General Motors 5.25% 01 Mar 26 | $356,710 | $365,977 |
| 606000 Georgia Power Co 2% 08/09/20 | $592,568 | $605,763 |
| 450000 Georgia Power Co 2.4% 01 Apr 21 | $449,078 | $452,034 |
| 100000 Gilead Sciences 2.55% 01 Sep 20 | $101,085 | $100,426 |
| 152000 Gilead Sciences 3.7% 01 Apr 24 | $152,986 | $161,200 |
| 115000 GlaxoSmithKline 2.875% 01 Jun 22 | $114,910 | $117,510 |
| 150000 GlaxoSmithKline 3.125% 14 May 21 | $149,596 | $152,594 |
| 156000 Global Payments 3.2% 15 Aug 29 | $155,510 | $158,997 |
| 171000 GM Automobile Le 3.18% 21 Jun 21 | $170,986 | $171,846 |
| 121000 GM Financial2.68% 20 Dec 21 | $120,976 | $121,331 |
| 156000 GM Financial3.06% 21 Jun 21 | $139,465 | $139,924 |
| 138000 GM Financial2.98% 20 Dec 21 | $137,978 | $139,217 |
| 185000 GM Financial2.03% 20 Jun 22 | $184,980 | $184,962 |
| 81000 GM Financial 2.32% 18 Jul 22 | $74,328 | $74,541 |
| 280000 Goldman Sachs 3% 26 Apr 22 | $280,450 | $283,536 |
| 900000 Goldman Sachs 3.5% 16 Nov 26 | $880,146 | $947,202 |
| 121000 Goldman Sachs 3.75% 22 May 25 | $124,562 | $128,448 |
| 60000 Goldman Sachs 4% 03 Mar 24 | $59,819 | $63,938 |
| 160000 Goldman Sachs 4% 03 Mar 24 | $159,517 | $170,502 |
| 68000 Goldman Sachs 5.375% 15 Mar 20 | $68,311 | $68,461 |
| 125000 Goldman Sachs 85588% 29 Nov 23 | $127,032 | $129,475 |
| 485000 Goldman Sachs 2.905% 24 Jul 23 | $477,600 | $493,755 |
| 40000 Goldman Sachs 2.908% 05 Jun 23 | $40,080 | $40,659 |
| 81000 Goldman Sachs 3.272% 29 Sep 25 | $81,000 | $83,860 |
| 620000 Goldman Sachs 3.691% 05 Jun 28 | $620,000 | $659,671 |
| 140000 Goldman Sachs 3.691% 05 Jun 28 | $140,000 | $148,958 |
| 305000 Goldman Sachs 4.223% 01 May 29 | $297,216 | $336,287 |
| 500000 Gray Televisio 7% 15 May 27 | $548,900 | $555,625 |
| 1000000 GSR Mortg 3 6% 25 Sep 2034 | $38,046 | $40,835 |
| 400000 Halliburton C 3.8% 15 Nov 25 | $422,140 | $426,716 |
| 175000 Harley-Davidson 2.34% 15 Feb 24 | $174,986 | $175,562 |
| 127000 Healthcare Trus 3.1% 15 Feb 30 | $126,443 | $126,130 |
| 85000 Healthpeak Prop 3.25% 15 Jul 26 | $84,920 | $88,162 |
| 115000 Healthpeak Prop 3.875% 15 Aug 24 | $115,285 | $122,350 |
| 85000 Home Depot Inc 3.25% 01 Mar 22 | $84,767 | $87,846 |
| 241000 Home Depot Inc 3.75% 15 Feb 24 | $239,749 | $257,339 |
| 77000 Honda Auto Rece 1.79% 20 Sep 21 | $39,872 | $39,858 |
| 194000 Honeywell Intnl 2.5% 01 Nov 26 | $179,413 | $197,426 |
| 300000 HSBC Bank USA N 4.875% 24 Aug 20 | $307,695 | $305,172 |
| 260000 HSBC Holdings 2.95% 25 May 21 | $259,675 | $263,303 |
| 240000 HSBC Holdings 3.4% 08 Mar 21 | $239,453 | $243,813 |
| 300000 HSBC Holdings 4.25% 14 Mar 24 | $298,020 | $318,344 |
| 1375000 HSBC Holdings 4.375% 23 Nov 26 | $1,469,786 | $1,487,117 |
| 350000 HSBC Holdings 3.95% 18 May 24 | $350,000 | $368,256 |
| 210000 Humana Inc 2.5 2.5% 15 Dec 20 | $208,495 | $210,888 |
| 300000 Hydro-Quebec 8.4% 15 Jan 22 | $436,713 | $338,147 |
| 150000 Hydro-Quebec 8.4% 15 Jan 22 | $222,216 | $162,012 |
| 230000 Hyundai Auto 4 3.2% 15 Jun 22 | $229,986 | $232,520 |
| 225000 Hyundai Auto 1.76% 16 Aug 21 | $75,304 | $75,256 |
| 250000 Hyundai Auto 1.77% 18 Jan 22 | $148,523 | $148,404 |
| 130000 Hyundai Auto 2.79% 15 Jul 22 | $129,980 | $130,894 |
| 100000 Illinois Tool 3.5% 01 Mar 24 | $105,094 | $106,064 |
| 100000 Intel Corp 2. 2.875% 11 May 24 | $101,251 | $103,874 |
| 115000 Intel Corp 3. 3.1% 29 Jul 22 | $117,452 | $118,677 |
| 200000 IBM 3.5% 15 May 29 | $199,498 | $215,182 |
| 300000 IBM 7% 30 Oct 25 | $389,457 | $374,069 |
| 15000 Intnl Flavors 4.45% 26 Sep 28 | $14,987 | $16,405 |
| 1200000 Intnl Lease 5.875% 15 Aug 22 | $1,308,138 | $1,307,425 |
| 200000 Intnl Paper 3.8% 15 Jan 26 | $199,138 | $213,477 |
| 200000 Intesa Sanpaolo 3.375% 12 Jan 23 | $195,226 | $203,372 |
| 62000 Invesco Finance 3.75% 15 Jan 26 | $61,840 | $66,102 |
| 70000 JB Hunt Transp 3.875% 01 Mar 26 | $69,996 | $75,226 |
| 210000 John Deere Cap 1.95% 22 Jun 20 | $209,872 | $210,039 |
| 113000 John Deere 1.82% 15 Oct 21 | $54,242 | $54,198 |
| 900000 JP Morgan Mortg 25 Feb 2034 | $19,516 | $20,067 |
| 750000 JP Morgan Mortg 25 Feb 2034 | $19,631 | $20,626 |
| 600000 JP Morgan Mortg 25 Feb 2035 | $79,105 | $80,535 |
| 2000000 JP Morgan Mortg 25 Nov 2033 | $49,346 | $51,376 |
| 465000 JPMorgan Chase 2.972% 15 Jan 23 | $456,137 | $473,802 |
| 200000 JPMorgan Chase 3.22% 01 Mar 25 | $200,000 | $207,356 |
| 285000 JPMorgan Chase 3.509% 23 Jan 29 | $285,000 | $302,931 |
| 1175000 JPMorgan Chase 3.96% 29 Jan 27 | $1,175,000 | $1,275,263 |
| 500000 KB Home 7% 15 7% 15 Dec 21 | $540,745 | $536,250 |
| 150000 Kentucky Utilities 3.25% 01/11/20 | $156,330 | $151,106 |
| 251000 KeyCorp 5.1% 2 5.1% 24 Mar 21 | $277,591 | $260,491 |
| 250000 Kimberly-Clark 2.4% 01 Jun 23 | $234,888 | $253,817 |
| 250000 Kinder Morgan 3.5% 01 Mar 21 | $251,448 | $253,192 |
| 450000 Kinder Morgan 4.3% 01 Mar 28 | $490,941 | $490,688 |
| 160000 Kraft Heinz Foods 3% 01 Jun 26 | $143,757 | $160,046 |
| 250000 Kraft Heinz Foods 3.95% 15 Jul 25 | $254,332 | $264,725 |
| 550000 Kroger Co 2.65 2.65% 15 Oct 26 | $535,100 | $553,755 |
| 200000 Kroger Co 6.9% 6.9% 15 Apr 2038 | $252,700 | $269,376 |
| 100000 L3 Technologies 3.85% 15 Dec 26 | $101,898 | $103,431 |
| 250000 L3Harris Technol 854% 27 Apr 2035 | $261,102 | $295,154 |
| 100000 Laboratory Corp 2.95% 01 Dec 29 | $99,741 | $100,287 |
| 500000 Ladder Capital F 5.25% 15 Mar 22 | $520,625 | $519,375 |
| 1000000 Lehman Bros 6% 29 Jan 21 | $24,400 | |
| 2000000 Lehman Bros 6.500% 2/13/2037 | $30,500 | |
| 2500000 Lehman Bros .600%31 Dec 2099 | $12,200 | |
| 1000000 Lehman Bros 6.250% 2/05/21 | $12,200 | |
| 1000000 Lehman Bros 6.500%31 Dec 2099 | $12,200 | |
| 40000 Liberty Property 3.25% 01 Oct 26 | $39,665 | $41,789 |
| 400000 Lincoln National 3.8% 01 Mar 28 | $420,380 | $426,412 |
| 215000 Lincoln National 4.2% 15 Mar 22 | $226,852 | $224,284 |
| 200000 Linde Inc/CT 2.2% 2.2% 15 Aug 22 | $197,156 | $201,888 |
| 200000 Lloyds Banking 3.75% 11 Jan 27 | $196,368 | $210,368 |
| 600000 Lloyds Banking 4.375% 22 Mar 28 | $637,224 | $661,793 |
| 50000 Lockheed Martin 3.1% 15 Jan 23 | $51,336 | $51,582 |
| 210000 Lockheed Martin 3.35% 15 Sep 21 | $217,194 | $215,261 |
| 150000 Lowe's Cos Inc 3 3.65% 05 Apr 29 | $150,861 | $160,428 |
| 125000 Magellan Midstream 4.25% 01/02/21 | $127,638 | $128,080 |
| 89000 Manulife Fin 4.15% 04 Mar 26 | $88,784 | $97,975 |
| 155000 Manulife Fin 4.9% 17 Sep 20 | $159,332 | $158,087 |
| 275000 Marathon Oil 2.8% 01 Nov 22 | $259,184 | $279,629 |
| 30000 Marathon Oil 3.85% 01 Jun 25 | $30,616 | $31,773 |
| 120000 Marathon Petro 3.625% 15 Sep 24 | $119,569 | $126,053 |
| 450000 Marathon Petro 5.125% 15 Dec 26 | $509,409 | $509,778 |
| 147000 Marsh McLennan 2.35% 06 Mar 20 | $146,882 | $147,053 |
| 24000 Marsh McLennan C 2.75% 30 Jan 22 | $23,967 | $24,385 |
| 104000 Martin Marietta 3.45% 01 Jun 27 | $103,790 | $106,460 |
| 120000 Martin Marietta 3.5% 15 Dec 27 | $119,700 | $124,606 |
| 1500000 MASTR Adjustable 21 Apr 2034 | $34,875 | $37,604 |
| 195000 McDonald's Corp 3.35% 01 Apr 23 | $194,926 | $203,112 |
| 200000 McDonald's Corp 3.8% 01 Apr 28 | $199,002 | $218,730 |
| 157000 Mead Johnson Nut 4.125% 15 Nov 25 | $160,870 | $171,620 |
| 295000 Medtronic Inc 3. 3.15% 15 Mar 22 | $297,238 | $303,413 |
| 54000 Medtronic Inc 3. 3.5% 15 Mar 25 | $54,758 | $57,887 |
| 153000 Mercedes-Benz2.41% 16 Feb 21 | $79,908 | $79,963 |
| 485000 Mercedes-Benz3.21% 15 Sep 21 | $484,989 | $489,017 |
| 140000 Mercedes-Benz 3 3.1% 15 Nov 21 | $139,996 | $141,266 |
| 100000 Mercedes-BenzA3 2% 17 Oct 22 | $99,984 | $100,023 |
| 261000 Mercedes-Benz1.26% 16 Feb 21 | $6,003 | $6,001 |
| 500000 Merck & 2.8% 2.8% 18 May 23 | $469,200 | $515,188 |
| 3500000 Merrill Lynch Mort 25 Mar 28 | $21,747 | $24,755 |
| 1205000 Merrill Lynch Mort 25 Mar 28 | $7,530 | $8,571 |
| 3500000 Merrill Lynch Mort 25 Apr 28 | $39,292 | $42,926 |
| 2700000 Merrill Lynch Mort 25 Apr 29 | $37,133 | $40,227 |
| 1850000 Merrill Lynch Mort 25 Sep 29 | $32,480 | $34,211 |
| 2755000 Merrill Lynch Mort 25 Apr 29 | $28,840 | $32,579 |
| 400000 MetLife 4.368% 15 Sep 23 | $424,828 | $433,748 |
| 273000 Metlife Securit 25 Mar 2057 | $224,608 | $232,883 |
| 165000 METLIFE SECURIT25 Apr 2055 | $115,257 | $115,348 |
| 510000 Metropolitan Life 2.4% 08 Jan 21 | $511,228 | $512,523 |
| 142000 Mexico Govern 3.625% 15 Mar 22 | $146,757 | $146,260 |
| 350000 Mexico Govern 4.125% 21 Jan 26 | $374,500 | $373,800 |
| 145000 MFA 2017-RPL1 25 Feb 2057 | $64,368 | $63,932 |
| 500000 MGM Resorts I 7.75% 15 Mar 22 | $560,775 | $559,375 |
| 1200000 Microsoft Cor 3.3% 06 Feb 27 | $1,271,592 | $1,282,688 |
| 395000 Mill City Mortg 25 Jan 2061 | $234,403 | $234,479 |
| 335000 Mill City Mortg 25 Aug 2058 | $274,799 | $284,555 |
| 255000 MMAF Equipment 2.84% 13 Nov 23 | $254,959 | $258,675 |
| 790000 Morgan Stanley 2.625% 17 Nov 21 | $767,267 | $799,470 |
| 495000 Morgan Stanley 2.75% 19 May 22 | $493,965 | $504,141 |
| 400000 Morgan Stanley 2.75% 19 May 22 | $399,164 | $407,387 |
| 100000 Morgan Stanley 3.625% 20 Jan 27 | $98,999 | $106,481 |
| 200000 Morgan Stanley 3.875% 27 Jan 26 | $194,472 | $214,819 |
| 355000 Morgan Stanley 3.95% 23 Apr 27 | $353,722 | $380,882 |
| 305000 Morgan Stanley 4% 23 Jul 25 | $303,296 | $330,030 |
| 140000 Morgan Stanley 4.35% 08 Sep 26 | $139,754 | $153,144 |
| 800000 Morgan Stanley 1.6635% 24 Oct 23 | $800,000 | $817,269 |
| 750000 Morgan Stanley 25 Apr 2034 | $54,110 | $55,421 |
| 195000 Morgan Stanley 4.431% 23 Jan 30 | $195,000 | $220,561 |
| 382000 Mosaic Co 3.25% 3.25% 15 Nov 22 | $375,544 | $391,972 |
| 48000 MPLX LP 3.375% 3.375% 15 Mar 23 | $47,967 | $49,296 |
| 115000 MPLX LP 4.125% 4.125% 01 Mar 27 | $114,809 | $120,800 |
| 250000 MPLX LP 4.5% 15 4.5% 15 Jul 23 | $258,118 | $265,704 |
| 3000000 MRFC Mortg P 15 Dec 30 | $56,759 | $60,278 |
| 82000 National Retail 3.6% 15 Dec 26 | $81,096 | $86,139 |
| 415000 National Rural 2.3% 01/11/20 | $414,162 | $416,477 |
| 345000 National Rural 2.9% 15 Mar 21 | $343,541 | $348,885 |
| 92000 National Rural 3.05% 25 Apr 27 | $91,811 | $95,390 |
| 2500000 Natixis NY 20 20 Feb 20 | $2,492,379 | $2,492,379 |
| 600000 Natwest Group P 6% 19 Dec 23 | $654,438 | $667,320 |
| 410000 Navient Corp 5. 5.875% 25 Mar 21 | $424,495 | $423,530 |
| 300000 NCUA Guaranteed 08 Dec 20 | $95,365 | $94,964 |
| 250000 NCUA Guaranteed 2.4% 08 Dec 20 | $8,676 | $8,762 |
| 500000 New Century Hom Var 25 Nov 2033 | $2,085 | $2,089 |
| 1350000 New Residential 019-T5 AT5 2.424 | $1,349,998 | $1,350,349 |
| 470000 New Residential Mort 26 Nov 2035 | $222,739 | $222,677 |
| 390105 New Residential Mort 25 Nov 2056 | $210,484 | $210,997 |
| 730000 New Residential Mort 25 Mar 2057 | $404,166 | $405,427 |
| 470000 New Residential Mort 25 May 2057 | $264,751 | $264,232 |
| 547000 New Residential Mort 25 Jun 2057 | $268,964 | $266,003 |
| 545000 New Residential Mort 25 Jan 2048 | $350,220 | $349,267 |
| 395000 New York Life Global 2% 13 Apr 21 | $394,419 | $396,189 |
| 44000 Newmont Corp 2 2.8% 01 Oct 29 | $43,637 | $43,594 |
| 250000 NextEra Energy 3.15% 01 Apr 24 | $250,000 | $259,270 |
| 500000 Nielsen Financ 5% 15 Apr 22 | $502,500 | $501,875 |
| 100000 NiSource Inc 3 3.95% 30 Mar 2048 | $99,892 | $105,461 |
| 156000 Nissan Auto 2.17% 15 Dec 21 | $155,978 | $156,016 |
| 230000 Nissan Auto 2.78% 15 Jul 24 | $229,960 | $232,670 |
| 57000 Nissan Auto 1.32% 15 Jan 21 | $1,023 | $1,023 |
| 122000 Nissan Auto 2.12% 18 Apr 22 | $103,853 | $103,976 |
| 445000 Nissan Auto 3.22% 15 Jun 23 | $444,915 | $453,488 |
| 150000 Noble Energy 3.85% 15 Jan 28 | $149,532 | $158,504 |
| 300000 Noble Energy 3.9% 15 Nov 24 | $299,484 | $317,142 |
| 200000 Norfolk Southern 3.85% 15 Jan 24 | $199,886 | $212,265 |
| 250000 Northrop Grumman 2.55% 15 Oct 22 | $245,980 | $253,790 |
| 200000 Northrop Grumman 2.93% 15 Jan 25 | $199,970 | $206,240 |
| 224000 Nucor Corp 4 4% 01 Aug 23 | $225,250 | $236,898 |
| 29000 Nutrien Ltd 3.375% 15 Mar 25 | $28,958 | $30,052 |
| 200000 Nutrien Ltd 3.625% 15 Mar 24 | $197,586 | $208,914 |
| 500000 NXP BV / NXP 4.875% 01 Mar 24 | $500,275 | $545,335 |
| 70000 Occidental Petro 3.5% 15 Jun 25 | $69,819 | $72,291 |
| 60000 Occidental Petro 5.55% 15 Mar 26 | $67,604 | $68,047 |
| 50000 Office Properties 3.6% 01/02/20 | $50,049 | $50,000 |
| 150000 Office Properties 4% 15 Jul 22 | $147,146 | $153,552 |
| 55000 Oncor Electric 5.75% 15 Mar 29 | $69,048 | $67,919 |
| 150000 Oncor Electric 7% 01 Sep 22 | $193,110 | $167,629 |
| 250000 ONEOK Inc 3.4% 3.4% 01 Sep 29 | $248,498 | $254,034 |
| 250000 Oracle Corp 2.5 2.5% 15 May 22 | $248,815 | $253,283 |
| 200000 Oracle Corp 2.9 2.95% 15 Nov 24 | $199,684 | $207,902 |
| 120000 O'Reilly Auto 3.55% 15 Mar 26 | $119,024 | $126,991 |
| 62000 O'Reilly Auto 3.6% 01 Sep 27 | $61,901 | $66,180 |
| 200000 ORIX Corp 3.2 3.25% 04 Dec 24 | $199,740 | $208,514 |
| 326000 Ovintiv Inc 3 3.9% 15 Nov 21 | $344,815 | $333,871 |
| 40000 Owens-Brockway 5.875% 15 Aug 23 | $41,692 | $42,700 |
| 370000 Owens-Brockway 5.875% 15 Aug 23 | $392,330 | $394,975 |
| 200000 Packaging Corp 3% 15 Dec 29 | $199,738 | $201,026 |
| 250000 Panama Government 4% 22 Sep 24 | $268,125 | $267,750 |
| 43000 Parker-Hannifin 3.3% 21 Nov 24 | $42,905 | $45,050 |
| 200000 Penske Truck Lea 4.875% 11 Jul 22 | $206,206 | $212,738 |
| 220000 Pepsi 2.75% 30 A 2.75% 30 Apr 25 | $219,085 | $227,959 |
| 650000 Petroleos Mexica 6.49% 23 Jan 27 | $668,937 | $691,600 |
| 135000 Philip Morris In 2.375% 17 Aug 22 | $128,860 | $136,452 |
| 200000 Philip Morris In 3.375% 11 Aug 25 | $198,600 | $210,384 |
| 90000 Plains All Ameri 3.85% 15 Oct 23 | $90,832 | $93,208 |
| 250000 PNC Financial Se 3.45% 23 Apr 29 | $249,600 | $266,847 |
| 250000 PPL Capital Fund 3.4% 01 Jun 23 | $248,602 | $258,124 |
| 250000 Precision Castpa 3.25% 15 Jun 25 | $249,490 | $263,984 |
| 5000000 Prime Mortg 1 6% 25 Feb 2034 | $60,876 | $62,976 |
| 171000 Principal Financ 3.125% 15 May 23 | $170,757 | $175,547 |
| 100000 Progressive Corp 2.45% 15 Jan 27 | $99,965 | $100,423 |
| 84000 Providence St Jo 2.746% 01 Oct 26 | $84,000 | $84,823 |
| 270000 Prudential Fin 3.878% 27 Mar 28 | $270,000 | $296,096 |
| 600000 Prudential Fin 625% 15 Jun 2043 | $645,600 | $645,000 |
| 500000 PulteGroup Inc 5.5% 01 Mar 26 | $556,029 | $558,750 |
| 260000 QEP Resources 5.375% 01 Oct 22 | $250,044 | $261,300 |
| 125000 QUALCOMM Inc 3 3.25% 20 May 27 | $124,672 | $131,569 |
| 46000 Quest Diagnostic 2.95% 30 Jun 30 | $45,879 | $46,009 |
| 255000 Raytheon Technol 2.8% 04/05/24 | $254,470 | $262,126 |
| 400000 Raytheon Technol 3.1% 01/06/22 | $394,020 | $410,416 |
| 350000 Raytheon Technol 3.35% 16 Aug 21 | $352,986 | $358,399 |
| 795000 Raytheon Technol 3.65% 16 Aug 23 | $792,081 | $838,253 |
| 300000 Raytheon Technol 3.65% 16 Aug 23 | $302,994 | $316,322 |
| 140000 Realty Income Co 3.25% 15 Oct 22 | $140,714 | $144,583 |
| 100000 Realty Income Co 4.125% 15 Oct 26 | $102,977 | $109,739 |
| 71000 Regency Centers 2.95% 15 Sep 29 | $70,931 | $70,960 |
| 150000 Regions Financia 3.8% 14 Aug 23 | $149,426 | $158,799 |
| 1700000 Residential Asse 25 May 2034 | $37,550 | $40,448 |
| 1425000 Residential Mort 25 Sep 2059 | $1,370,950 | $1,367,112 |
| 80000 Reynolds Group I 5.125% 15 Jul 23 | $83,250 | $81,900 |
| 315000 Royal Bank of Ca 2.15% 26 Oct 20 | $314,817 | $315,602 |
| 165000 Royal Bank of Ca 2.75% 01 Feb 22 | $164,962 | $167,986 |
| 250000 Sabine Pass Lique 5.625% 01/02/21 | $259,122 | $256,973 |
| 355000 Sabine Pass Lique 5.75% 15 May 24 | $387,254 | $396,073 |
| 215000 Salesforce.com I 3.25% 11 Apr 23 | $214,027 | $223,648 |
| 165000 Santander Drive 3.03% 15 Feb 22 | $2,022 | $2,023 |
| 65000 Santander Drive 3.01% 15 Mar 22 | $16,219 | $16,225 |
| 70000 Santander Drive A3 3% 15 Dec 22 | $70,000 | $70,252 |
| 270000 Santander Drive 2.59% 15 May 23 | $269,988 | $271,245 |
| 110000 Santander Holdin 4.5% 17 Jul 25 | $107,636 | $118,750 |
| 58000 Santander UK Gro 3.125% 08 Jan 21 | $57,941 | $58,496 |
| 500000 Scientific Games 5% 15 Oct 25 | $515,650 | $523,125 |
| 295000 Securitized Term 2.289% 25 Mar 22 | $295,000 | $295,328 |
| 3690000 Sequoia Mortg 20 Dec 2032 | $25,666 | $28,069 |
| 2500000 Sequoia Mortg 20 Apr 2033 | $34,555 | $38,040 |
| 200000 Shell Intnl Fin 2.25% 06 Jan 23 | $185,158 | $201,661 |
| 138000 Shell Intnl Fin 2.875% 10 May 26 | $137,547 | $143,202 |
| 70000 Sherwin-Williams 3.3% 01 Feb 25 | $70,119 | $71,105 |
| 205000 Sherwin-Williams 3.45% 01 Jun 27 | $196,660 | $216,919 |
| 68000 Sherwin-Williams 3.45% 01 Jun 27 | $67,753 | $71,954 |
| 119000 Simon Property 2.45% 13 Sep 29 | $117,727 | $117,153 |
| 120000 SLM Private Edu 15 Jan 2043 | $34,117 | $34,187 |
| 480000 SoFi Consumer L 3.54% 26 Nov 27 | $219,675 | $221,459 |
| 645000 SoFi Consumer L 2.9% 25 May 28 | $468,200 | $471,154 |
| 1025000 Sofi Profession 3.59% 25 Jan 204 | $1,067,001 | $1,049,091 |
| 121000 Southern Cal 3.875% 01 Jun 21 | $120,302 | $123,627 |
| 587000 Southern Co 3.5% 15 Sep 21 | $593,859 | $599,124 |
| 105000 Southern Co 2.95% 01 Jul 23 | $101,574 | $107,710 |
| 170000 Southern Co 3.25% 01 Jul 26 | $159,461 | $177,122 |
| 200000 Southwestern 4.1% 15 Sep 28 | $200,000 | $218,873 |
| 61000 Spirit Airlines 3.375% 15 Feb 30 | $56,386 | $58,091 |
| 500000 Sprint Commu 6% 15 Nov 22 | $531,400 | $524,375 |
| 75000 Sprint Corp 7.125% 15 Jun 24 | $83,625 | $80,906 |
| 180000 Stanley Black 3.4% 01 Mar 26 | $179,744 | $190,363 |
| 109000 Starbucks Co 2.7% 15 Jun 22 | $108,979 | $110,940 |
| 75000 Starbucks Co 3.8% 15 Aug 25 | $437,462 | $80,820 |
| 335000 State Street 3.1% 15 May 23 | $329,138 | $345,695 |
| 43000 Steel Dynamic 3.45% 15 Apr 30 | $42,886 | $43,511 |
| 3500000 Structured Asset 19 May 2034 | $68,602 | $83,274 |
| 925000 Sumitomo Mitsui Tr 18 Feb 20 | $921,046 | $921,046 |
| 735000 Sumitomo Mitsui Tr 28 Feb 20 | $731,433 | $731,433 |
| 230000 Suncor Energy 3.6% 01 Dec 24 | $227,314 | $244,110 |
| 100000 Suncor Energy 3.6% 01 Dec 24 | $101,297 | $106,135 |
| 75000 Synchrony Fin 4.25% 15 Aug 24 | $76,230 | $80,051 |
| 53000 TC PipeLines 3.9% 25 May 27 | $53,000 | $55,419 |
| 69000 TD Ameritrade 2.95% 01 Apr 22 | $68,838 | $70,539 |
| 125000 Texas Instruments 2.75% 12 Mar 21 | $125,789 | $126,288 |
| 125000 Thermo Fisher 3.2% 15 Aug 27 | $124,079 | $130,808 |
| 1000000 Thornburg Mortg 25 Sep 2043 | $27,523 | $30,510 |
| 1100000 Thornburg Mortg 25 Mar 2044 | $37,973 | $41,039 |
| 1300000 Thornburg Mortg 25 Sep 2034 | $36,711 | $39,227 |
| 132000 Toledo Edison 7.25% 01 May 20 | $138,401 | $133,882 |
| 1500000 Toronto-Dominion 28 Feb 20 | $1,492,985 | $1,492,985 |
| 2000000 Toronto-Dominion 29 Jan 20 | $1,991,107 | $1,991,107 |
| 405000 Toronto-Dominion 2.65% 12 Jun 24 | $404,943 | $414,878 |
| 200000 Toronto-Dominion 3.25% 11 Mar 24 | $199,744 | $209,432 |
| 200000 Total Capital Ca 2.75% 15 Jul 23 | $195,054 | $205,160 |
| 250000 Towd Point Mortg 25 Apr 2055 | $61,597 | $61,546 |
| 335000 Towd Point Mortg 25 Aug 2055 | $136,798 | $137,361 |
| 410000 Towd Point Mortg 25 Apr 2056 | $149,948 | $149,788 |
| 749000 Towd Point Mortg 25 Oct 2056 | $388,651 | $390,786 |
| 205000 Towd Point Mortg 25 Apr 2057 | $107,455 | $107,791 |
| 335000 Towd Point Mortg 25 Jul 2057 | $197,498 | $197,130 |
| 464000 Towd Point Mortg 25 Jun 2057 | $298,948 | $298,810 |
| 330000 Towd Point Mortg 25 Oct 2057 | $232,780 | $233,518 |
| 81000 Toyota Auto 1.73% 16 Feb 21 | $14,070 | $14,065 |
| 200000 Toyota Motor 4.25% 11 Jan 21 | $227,010 | $204,858 |
| 197000 TransCanada 3.75% 16 Oct 23 | $201,736 | $207,610 |
| 370000 TransCanada 4.25% 15 May 28 | $368,014 | $410,994 |
| 250000 Truist Bank 3.2% 01 Apr 24 | $251,632 | $260,125 |
| 625000 Truist Bank 3.3% 15 May 26 | $651,206 | $650,512 |
| 200000 Truist Fin 2.625% 29 Jun 20 | $203,240 | $200,538 |
| 350000 TWDC Enterp 2.55% 15 Feb 22 | $343,350 | $355,693 |
| 200000 Tyson Foods 3.55% 02 Jun 27 | $213,370 | $212,658 |
| 64000 UDR Inc 2 2.95% 01 Sep 26 | $64,000 | $65,165 |
| 136000 UDR Inc 3 3.2% 15 Jan 30 | $135,443 | $139,111 |
| 150000 Unilever Capital 3.375% 22 Mar 25 | $148,551 | $158,968 |
| 400000 Union Pacific Co 2.95% 01 Mar 22 | $399,824 | $408,769 |
| 170000 Union Pacific Co 3.15% 01 Mar 24 | $169,857 | $176,985 |
| 455000 Union Pacific Co 3.75% 15 Jul 25 | $454,401 | $487,874 |
| 150000 United Airlines 2.875% 07/10/28 | $132,109 | $135,847 |
| 129000 United Airlines 3.7% 01 Mar 30 | $123,557 | $126,780 |
| 137000 United Airlines 3.5% 01 Mar 30 | $131,220 | $135,185 |
| 1280000 United Parcel 3.125% 15 Jan 21 | $1,313,346 | $1,295,281 |
| 300000 UnitedHealth 3.1% 15 Mar 26 | $297,470 | $314,247 |
| 295000 UnitedHealth 3.15% 15 Jun 21 | $294,112 | $300,455 |
| 300000 UnitedHealth 3.35% 15 Jul 22 | $304,365 | $310,745 |
| 385000 US Bancorp 3.375% 05 Feb 24 | $384,896 | $404,297 |
| 260000 Valero Energy 4.5% 15 Mar 28 | $259,116 | $286,481 |
| 118000 Ventas Realty 3.5% 01 Feb 25 | $120,874 | $123,240 |
| 123000 Ventas Realty 4.125% 15 Jan 26 | $124,428 | $131,774 |
| 270000 Verizon Commu 2.45% 01 Nov 22 | $264,894 | $273,621 |
| 262000 Verizon Commu 4.016% 03 Dec 29 | $272,962 | $292,063 |
| 270000 Verizon Commu 4.329% 21 Sep 28 | $268,437 | $306,442 |
| 255000 Verizon Commu 4.4% 01 Nov 2034 | $232,798 | $295,610 |
| 388000 Verizon Commu 5.25% 16 Mar 2037 | $385,012 | $487,301 |
| 160,000 Verizon Owner 3.23% 20 Apr 23 | $159,998 | $162,710 |
| 410000 Verus Securit 01 Jun 2058 | $226,694 | $227,992 |
| 1755000 Verus Securit 25 Feb 2059 | $1,277,596 | $1,272,896 |
| 1150000 Verus Securit 25 Jul 2059 | $1,032,728 | $1,034,215 |
| 1100000 Verus Securit 25 Nov 2059 | $1,076,762 | $1,076,242 |
| 250000 ViacomCBS Inc 3.7% 15 Aug 24 | $246,952 | $264,558 |
| 520000 Virginia Electric 2.75% 15 Mar 23 | $519,865 | $529,574 |
| 170000 Virginia Electric 3.45% 15 Feb 24 | $169,657 | $178,178 |
| 100000 Virginia Electric 3.5% 15 Mar 27 | $99,908 | $106,979 |
| 140000 Vodafone Group 4.125% 30 May 25 | $140,113 | $152,078 |
| 300000 Volkswagen 3.875% 13 Nov 20 | $299,772 | $304,898 |
| 492000 Walmart In 2.55% 11 Apr 23 | $464,559 | $502,694 |
| 1900000 WaMu Mortg 25 Aug 2033 | $26,131 | $26,967 |
| 1650000 WaMu Mortg 25 Aug 2033 | $37,186 | $37,735 |
| 700000 WaMu Mortg 25 Jun 2034 | $30,398 | $31,269 |
| 750000 WaMu Mortg 6% 25 Jun 2034 | $48,736 | $49,447 |
| 62000 Waste Managem 3.45% 15 Jun 29 | $61,878 | $66,399 |
| 250000 Wells Fargo 2.625% 22 Jul 22 | $240,882 | $253,736 |
| 345000 Wells Fargo 3% 22 Apr 26 | $343,450 | $354,896 |
| 250000 Wells Fargo 3% 22 Apr 26 | $231,012 | $257,171 |
| 295000 Wells Fargo 3.069% 24 Jan 23 | $293,041 | $301,088 |
| 500000 Wells Fargo 3.3% 09 Sep 24 | $498,650 | $524,013 |
| 300000 Wells Fargo 3.5% 08 Mar 22 | $312,226 | $309,814 |
| 326000 Wells Fargo 4.48% 16 Jan 24 | $312,028 | $352,088 |
| 325000 Wells Fargo 2.6% 15 Jan 21 | $324,824 | $327,279 |
| 1000000 Wells Fargo 25 Jul 2034 | $27,984 | $27,495 |
| 150000 Welltower In 4.5% 15 Jan 24 | $152,109 | $161,997 |
| 215000 Western Midstream 4.5% 01 Mar 28 | $208,298 | $212,267 |
| 265000 Western Midstream 4.75% 15 Aug 28 | $257,361 | $267,391 |
| 20000 Western Union 3.6% 15 Mar 22 | $19,972 | $20,587 |
| 200000 Westpac Banking 4.322% 23 Nov 30 | $200,000 | $211,790 |
| 305000 Wheels SPV 2 4 2.4% 20 Apr 26 | $304,980 | $305,895 |
| 104000 Williams Cos 3.9% 15 Jan 25 | $106,347 | $109,525 |
| 250000 Williams Partners 3.6% 15 Mar 22 | $251,150 | $257,063 |
| 261000 World Financial 2.12% 15 Mar 24 | $260,972 | $260,956 |
| 397000 World Financial 3.07% 16 Dec 24 | $396,996 | $401,405 |
| 134000 World Omni Auto 1.95% 15 Feb 23 | $108,782 | $108,777 |
| 410000 World Omni Auto 2.59% 15 Jul 24 | $409,990 | $414,705 |
| 134000 World Omni Auto 2.83% 15 Jul 21 | $133,983 | $134,398 |
| 149000 World Omni Auto 3.19% 15 Dec 21 | $148,988 | $150,761 |
| 35000 WRK 3.9% 0 3.9% 01 Jun 28 | $34,992 | $37,142 |
| 305000 WRK 4.65% 4.65% 15 Mar 26 | $304,555 | $335,711 |
| 500000 Wyndham 4.25% 01 Mar 22 | $510,505 | $510,000 |
| 41000 Xylem Inc 3.25% 01 Nov 26 | $40,916 | $42,452 |
| 100000 Zimmer Biomet 3.55% 01 Apr 25 | $95,990 | $105,461 |
| 29000 Zimmer Biomet 3.7% 19 Mar 23 | $28,954 | $30,227 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464770 shs Vanguard Total Stock | $25,000,000 | $37,042,201 |
| 1621330 shs Vanguard Developed | $19,866,502 | $22,958,029 |
| 373376 shs DFA Emerging Markets | $8,575,200 | $10,898,856 |
| 962125 shs JPMorgan Value Advant | $28,583,709 | $35,906,489 |
| 384469 shs T Rowe Price Blue Chip | $28,943,910 | $47,808,690 |
| 504485 shs Vanguard Index | $28,937,702 | $47,345,918 |
| 221732 shs Vanguard Institnl Index | $43,250,704 | $64,353,391 |
| 863220 shs Vanguard Value Index | $28,748,033 | $40,372,790 |
| 422762 shs Harbor Mid Cap Value | $8,475,678 | $9,013,287 |
| 92205 shs Janus Henderson Enterprise | $8,672,907 | $13,142,014 |
| 189958 shs Vanguard Mid-Cap Grwth | $8,643,471 | $12,981,724 |
| 578332 shs Vanguard Mid-Cap Index | $20,105,841 | $28,187,924 |
| 182442 shs Vanguard Mid-Cap Value | $8,588,783 | $11,273,104 |
| 428986 shs DFA US Small Cap Value | $14,081,789 | $14,774,282 |
| 683614 shs Emerald | $14,250,475 | $18,888,267 |
| 302077 shs Vanguard Small-Cap Index | $17,224,749 | $23,975,837 |
| 6116316 shs American National Ins | $54,323,593 | $719,768,067 |
| 170 shs Gal-Tex Hotel Corporation | $1,072,283 | $30,600,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $325,501,968 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $331,425,139 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $837,837 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $866,854 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $1,500,308 | CostOrOtherBasisAmt |
| Book Value | $1,500,308 | BookValueAmt |
| EOYFMV | $65,403,203 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Highmore Trade Finance Fund LP | AT COST | $5,323,937 | $5,312,500 |
| PEG Global Private Equity VIII | AT COST | $4,746,996 | $4,675,108 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Auto./Transportation Equip. | $191,533 | $62,420 | $129,113 | $129,113 |
| Improvements | $1,226,591 | $725,661 | $500,930 | $500,930 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $1,271,633 | LegalFeesAmt |
| Net Investment Income | $203,461 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31,448 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,036,724 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Oil Paintings | Desc |
| BOY Book Value | $51,700 | BOYBookValueAmt |
| EOY Book Value | $51,700 | EOYBookValueAmt |
| EOYFMV | $1,519,500 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Endowment transfer to Moody Medical Research Inst. | Desc |
| Amt | $19,000,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Annual report expense | $20,031 | $20,031 | |
| Appraisal fees | $35,765 | $35,765 | |
| Auto expense | $16,752 | $13,904 | $2,848 |
| Computer expense | $46,333 | $38,456 | $7,877 |
| Dallas office expenses | $54,952 | $47,259 | $7,693 |
| Insurance | $100,002 | $83,002 | $17,000 |
| Office expenses | $49,790 | $41,326 | $8,464 |
| Other administrative expenses | $315,652 | $261,991 | $53,661 |
| Scholarship program expenses | $140,741 | $140,741 | |
| Telephone expense | $41,000 | $34,030 | $6,970 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Oil & gas royalty income | $21,203,598 | $21,203,598 |
| Other real estate income | $42,075 | $42,075 |
| Partnership income | $323,937 | $1,862 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Galveston Historical Found | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $150,000 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Custodial services | $412,500 | $330,000 | $0 | $82,500 |
| Grant advisory fees | $217,957 | $0 | $0 | $217,957 |
| Investment management fees | $843,888 | $843,888 | $0 | $0 |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | Description: 6,116,316 shares of American National Insurance Company (ANICO) Percentage: 23.0 Asset FMV: XXX-XX-XXXX Discount: 74660340 Explanation: The Foundation is claiming a 10% blockage on this stock due to the large percentage of shares owned. If the Foundation needed to liquidate this stock, liquidation could only be done over an extended period without causing the market value of the stock to decrease due to the large number of total shares owned by the Foundation. | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Ad valorem tax | $662,264 | $662,264 |
| Excise tax | $1,401,600 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moody Medical Research Institute | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3710 Rawlins St 910A | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830744842 | EIN |
| Desc | Grant to medical research org. per 170(b)(1)(A)(iii), which is not an excess business holding. Moody | Desc |
| Amt | $19,000,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,000,000 | TotalAmt |