2019-05-13T15:37:46-05:00 2018-12-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2018-01-01 811587228 Jesse W Couch Charitable Foundation % Foundation Source JESS 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 SEAN W COUCH president 8008391754 2019-04-25 true Jeffrey D Haskell P01345770 8008391754 24.187.244.114 06391520191335000759 2019-05-13 P B4071EDBF965138D09D1F12157D7C2E13A494AFD 0C5E5A4654C1C37B4810F575F1A1D05F0CA21AED 2018 2019-02-21 02:37:17Z X X 32347206 X 219 X 8252 8252 774153 774153 -132585 6086921 80043 595 595 650634 863043 100000 100000 7650 7650 2600 0 0 2600 2900 0 0 2900 197006 54602 142404 25022 281 694 2341 2341 87562 246 87316 425775 55129 0 345211 725400 725400 1151175 55129 0 1070611 -500541 807914 1211974 622701 622701 4612 755268 26681984 26922453 26638813 4617493 5226330 5081641 3 3 3 4858 810 4742 4048 4048 0 33276076 32775535 32347206 0 0 X 33276076 32775535 33276076 32775535 33276076 32775535 33276076 -500541 32775535 32775535 Publicly-traded Securities 6086921 6006878 80043 80043 80043 false 1053303 16879873 0.0624 0 0 0.0 0 0 0.0 0 0 0.0 0 0 0.0 0.0624 0.0624 34601956 2159162 8079 2167241 1070611 16158 16158 16158 17100 17100 X 15 927 927 false false false false false false false true true TN TX true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false true true true false false false false false false false false false false false false false false false false false Sean Couch Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 30.0 100000 0 0 Houston Trust Company Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 2.0 0 0 0 Larry Maddox Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Foundation Source 55 Walls Drive 3rd fl Fairfield CT 06824 Administrative 83964 Houston Trust Company 1001 Fannin Suite 700 HOUSTON TX 77002 Investment & Admin 156007 34254909 873977 3 35128889 0 35128889 526933 34601956 1730098 1730098 16158 16158 1713940 1713940 1713940 1070611 0 0 0 0 1070611 1070611 1713940 2016 2015 2014 305343 305343 1070611 1070611 0 305343 305343 337986 NONE X BUFFALO BAYOU PARTNERSHIP 1019 COMMERCE ST STE 200 HOUSTON TX 77002 N/A PC hurricane recovery efforts in Buffalo Bayou Park 25000 GENTLE BARN FOUNDATION 15825 SIERRA HWY SANTA CLARITA CA 91390 N/A PC General & Unrestricted 400 HEROES AND HORSES INC PO BOX 35 MANHATTAN MT 59741 N/A PC adoption and support of two mustangs fund 10000 HOUSTON ARBORETUM & NATURE CENTER 4501 WOODWAY DR HOUSTON TX 77024 N/A PC Charitable Event 15000 HOUSTON BOTANIC GARDEN 3701 KIRBY DR STE 992 HOUSTON TX 77098 N/A PC Grow Houston's Garden Campaign 125000 HOUSTON SOC FOR PREVENTION OF CRUELTY TO Animals 900 PORTWAY DR HOUSTON TX 77024 N/A PC More Than Shelter Campaign 250000 KIPP TEXAS INC 8509 FM 969 STE 513 AUSTIN TX 78724 N/A PC support KIPP's transformative and college preparatory initiatives, including the KIPP Through College (KTC) program 50000 PILGRIMAGE FOUNDATION INC 230 FRANKLIN RD STE 11HH FRANKLIN TN 37064 N/A PC Dark Horse Institute for Audio Recording, friends of Franklin Parks program, and the artist mentoring program 30000 PILGRIMAGE PRESENTS INC 230 FRANKLIN RD STE 11HH FRANKLIN TN 37064 N/A PC Charitable Event 45000 PRISON ENTREPRENEURSHIP PROGRAM 4140 DIRECTORS ROW STE B HOUSTON TX 77092 N/A PC General & Unrestricted 75000 REBOOT INC 245 RUSSELL ST STE 20 HADLEY MA 01035 N/A PC Center for Humane Technology and Ledger of Harms project 100000 725400 14 8252 14 774153 18 -132585 CLASS ACTION LAWSUIT PROCEEDS 01 595 650415 650415 false false false false false false false false false false General Consultations 2900 2900 Houston Trust Company *HOUSTON TRUST COMPANY, TRUSTEE OF JESSE W. COUCH CHARITABLE FOUNDATION (THE "FOUNDATION"), IS A DISQUALIFIED PERSON WITH RESPECT TO THE FOUNDATION. DURING TAXABLE YEAR ENDING DECEMBER 31, 2018, THE FOUNDATION PAID $156,006 TO HOUSTON TRUST COMPANY FOR ADMINISTRATION OF FOUNDATION AND INVESTMENT MANAGEMENT SERVICES AS REPORTED IN FORM 990-PF, PART I, LINE 16C. Larry Maddox *LARRY MADDOX, TRUSTEE OF JESSE W. COUCH CHARITABLE FOUNDATION (THE "FOUNDATION"), IS A PARTNER AT THE ACCOUNTING FIRM OF MADDOX THOMSON & ASSOCIATES, A DISQUALIFIED PERSON WHICH PROVIDES ACCOUNTING SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2018, THE FOUNDATION PAID $2,900 FOR ACCOUNTING SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16B. SUCH ACCOUNTING FIRM BILLED THE FOUNDATION AT THE SAME RATE OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. CAMERA & GEAR 2017-11-09 4858 116 SL 7 694 AMAZON - 3.800% - 12/05/2024 263486 255873 APPLE INC - 2.850% - 05/11/202 505888 487820 AUTOMATIC DATA PROCESSING - 3. 260798 247975 BERKSHIRE HATHAWAY NOTE - 3.12 96625 96924 CHEVRON CORP NEW NOTE - 2.419% 504867 495399 DUKE ENERGY CO - 3.250% - 08/1 257800 243273 EXXON MOBIL - 2.397% - 03/06/2 252060 245345 JOHNSON & JOHNSON - 2.450% - 0 233095 234805 MICROSOFT CORP - 2.650% - 11/0 253686 247930 MIDAMERICAN ENERGY - 3.700% - 262917 252910 NORTHERN STS PWR - 2.150% - 08 249130 240295 PRECISION CASTPARTS - 3.250% - 511449 491125 PUBLIC SVC ENTERPRISE GROUP IN 263189 252890 SAN DIEGO GAS & ELECTRIC - 2.5 231420 231805 SHELL INT'L FINANCE - 2.875% - 237500 239790 SOUTHERN CALIFORNIA GAS - 2.60 92205 93814 TOTAL CAPITAL CANADA LTD - 2.7 253509 244495 TOYOTA MOTOR CREDIT CORP MTN - 246858 236710 WAL-MART STORES, INC BOND - 2. 249848 242463 ABBOTT LABS 198168 289320 ABBVIE INC 262383 333543 ADOBE SYSTEMS, INC 93524 133482 AES CORP 84528 102521 AIR PRODS & CHEM INC 73509 73623 AKAMAI TECH COM STK 129112 125825 ALPHABET INC CL C 209050 217478 AMAZON COM 176243 270355 AMGEN INC 96736 102202 APPLE INC 424763 465648 ARES CAP CORP 71213 63816 AT&T, INC 310893 258687 BANK OF AMERICA CORP 194398 187264 BB&T CP 99444 87766 BHP BILLITON SP ADR 110749 104557 CABOT OIL & GAS CORP 33106 29502 CELGENE CORP 64889 52554 CENTERPOINT ENERGY 130777 131157 CHEVRON CORP 362969 374999 CINCINNATI FINANCIAL CORP 83493 85627 CISCO SYSTEMS INC 175600 235282 CMS ENERGY CP 66871 71794 COMERICA INC 131417 113339 CONOCOPHILLIPS 73431 76691 CROWN CASTLE INTL 128516 138395 CULLEN FROST BANKERS INC 181835 167086 CUMMINS INC 86917 80852 DANAHER CORP 70083 78371 DICK'S SPORTING GDS 68383 62213 DIGITAL RLTY TR INC 134735 125622 DOMINION ENERGY INC 83347 77534 DUKE ENERGY CO 147188 151457 EMERSON ELECTRIC CO 161632 142803 ENTERGY CORP 88108 89599 EOG RESOURCES INC 121782 111629 ESTEE LAUDER COMPANIES INC 38676 33826 EXXON MOBIL CORP 224857 188682 F M C CP 61176 56210 FIRST ENERGY CORP 88122 88393 GARMIN LTD 83334 83392 GENUINE PARTS COMPANY 89690 98132 GILEAD SCIENCES INC 86937 72558 GLACIER BANCORP INC 103894 113709 GLAXOSMITHKLINE PLC 138341 129990 HOME DEPOT INC 242173 269757 HONEYWELL INTL 153582 145332 HOST HOTELS & RESORTS INC 97825 87668 INTERNATIONAL PAPER CO 132383 93756 INVESCO PREFERRED ETF 68118 62999 IRON MOUNTAIN 92006 80182 ISHARES IBOXX $ HIGH YIELD COR 95408 87507 ISHARES IBOXX $ INVESTMENT GRA 67981 63518 ISHARES S&P U.S. PREFERRED STO 133458 116519 JOHNSON & JOHNSON 78938 77172 JP MORGAN CHASE 326571 310139 KIMBERLY CLARK CORP 170739 165783 KIRBY CORPORATION 98342 85547 LAMAR ADVERTISING CO CL A REIT 117444 114216 LOCKHEED MARTIN CORP 128285 115733 LYONDELLBASELL INDUSTRIES NV 78459 68025 MARTIN MARIETTA MATLS INC 166167 137496 MAXIM INTEGRATED PRODS INC 80100 91123 MERCK & CO INC 238360 304188 METLIFE INC 90850 76002 MICROSOFT CORP 114537 138135 MOODYS CORP 66894 56016 NATIONAL INSTRUMENTS CORPORATI 115292 118896 NIKE INC-CL B 108740 114917 OBSIDIAN ENERGY LTD 269 84 OCCIDENTAL PETROLEUM CORP 67368 66781 OMNICOM GROUP 77309 74925 PAYCHEX 93372 103914 PEOPLE'S UNITED FINANCIAL, INC 101587 79711 PEPSICO INC 236151 223832 PERKIN ELMER INC 67539 77765 PFIZER INC 217575 277614 PIONEER NAT RES CO 130208 124944 PROCTER GAMBLE CO 343708 360786 PRUDENTIAL FINCL INC 88485 71356 ROCKWELL AUTOMATION INC 177805 139946 ROPER INDUSTRIES 146472 149251 ROYAL DUTCH SHEL PLC SPONS ADR 75497 78521 SIMON PPTY GROUP INC 79342 82483 TESLA MOTORS INC 38515 33280 TEXAS INSTRUMENTS INC 122575 118598 THE COCA-COLA CO 739752 777534 THERMO FISHER SCIENTIFIC INC 75883 82802 TORONTO DOMINION 104874 87955 TRIMBLE NAV LTD 32605 30277 UNION PACIFIC 134359 157582 UNITED PARCEL SERVICE 134330 115963 US BANCORP 38721 34732 V F CORP 120470 109864 VANGAURD FTSE SOCIAL INDEX 6823200 6992606 VANGUARD MID-CAP INDEX FD ADMI 1702061 1607883 VANGUARD SMALL CAP VALUE INDEX 3431019 3105859 VANGUARD TOTAL INT ST IDX-AD 1733691 1534376 VERIZON COMMUNICATIONS 172702 215154 VISA INC 139091 166244 WALT DISNEY HOLDINGS CO 102928 104168 WASTE CONNECTIONS 58331 59400 WATSCO INC 96844 76944 WESTERN UNION CO 119916 100074 ZIONS BANCORP 150625 118146 ZOETIS INC 39803 39348 MINERAL INTEREST - BRAZORIA CT 1 1 MINERAL INTEREST - CALHOUN CTY 1 1 MINERAL INTEREST - VICTORIA CT 1 1 CAMERA & GEAR 4858 810 4048 General Consultations 2600 2600 Administrative Fees 83964 83964 Bank Charges 246 246 Computers/Electronic Devices 2412 2412 Postage/Delivery Service 50 50 Website Hosting/Support 890 890 Class Action Lawsuit Proceeds 595 595 Investment Management Services 54602 54602 Website Development 41000 41000 ADMINISTRATION OF FOUNDATION 101404 101404 990-PF Estimated Tax for 2018 17100 990-PF Excise Tax for 2017 864 990-PF Extension for 2017 6777 Foreign Tax Paid 281 281