2025-11-10T15:23:58-06:00 2024-12-31 741988615 JOHNSON & WURZER PC 820 GESSNER SUITE 800 HOUSTON TX 77024 990PF 2024-01-01 760520202 THE SEARCH FOUNDATION SEAR 7136272440 820 GESSNER 800 HOUSTON TX 77024 MOLLY K WURZER SECRETARY & TREASURER 7136272440 2025-11-10 1 0 DENISE M STONER P01235366 7136272440 2024 2025-03-06 01:10:19Z X 10805077 X 0 X 20334 20334 786079 786079 550294 1702790 550294 111 111 1356818 1356818 0 0 0 83406 83406 0 14108 1808 0 27534 27534 0 125048 112748 0 699312 699312 824360 112748 699312 532458 1244070 6826 531 531 1872716 632678 632531 4632671 6564677 6753888 3418735 3265520 3418127 9930948 10463406 10805077 0 0 X 9930948 10463406 0 0 0 0 9930948 10463406 9930948 10463406 9930948 532458 0 10463406 0 10463406 AB DISCOVERY VALUE FUND P 2023-12-01 2024-12-31 88272 81203 7069 7069 AB DISCOVERY GROWTH FUND P 2023-12-01 2024-12-31 65737 71391 -5654 -5654 CITI PRIVATE BANK - COMMON STOCKS & REITS P 2023-12-01 2024-12-31 1498003 999902 498101 498101 PDC OPPORTUNITIES IV - FEEDER I L.P. P 2023-12-01 2024-12-31 11274 11274 11274 PERMIRA SIGMA V L.P. P 2023-12-01 2024-12-31 39504 39504 39504 550294 17293 0 17293 0 17293 12658 0 4700 0 17358 0 65 65 0 0 0 0 0 0 0 0 1 0 0 1 1 TX 1 0 0 1 1 1 N/A THE SEARCH FOUNDATION 7136272440 820 GESSNER SUITE 800 HOUSTON TX 77024 1 CJ GK EI CA 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 CATHERINE COSTE 820 GESSNER SUITE 800 HOUSTON TX 77024 PRESIDENT & DIRECTOR 4.00 0 0 0 MATHILDE COSTE 820 GESSNER SUITE 800 HOUSTON TX 77024 SR. VICE PRES. & DIRECTOR 1.00 0 0 0 BERTRAND COSTE 820 GESSNER SUITE 800 HOUSTON TX 77024 VICE PRESIDENT & DIRECTOR 1.00 0 0 0 STEPHANE COSTE 820 GESSNER SUITE 800 HOUSTON TX 77024 VICE PRESIDENT & DIRECTOR 1.00 0 0 0 MOLLY K WURZER 820 GESSNER SUITE 800 HOUSTON TX 77024 SECRETARY-TREASURER 1.00 0 0 0 DENISE M STONER 820 GESSNER SUITE 800 HOUSTON TX 77024 ASST. SECRETARY-TREAS-STARTING 12/6/24 1.00 0 0 0 NONE 0 JOHNSON & WURZER PC 820 GESSNER SUITE 800 HOUSTON TX 77024 LEGAL,ACCOUNTING & ADMINISTRATION FEES 83406 0 0 7340303 564096 3591801 11496200 0 0 11496200 172443 11323757 566188 566188 17293 17293 548895 0 548895 0 548895 699312 0 699312 548895 0 0 456599 71427 528026 699312 0 0 0 548895 150417 0 0 678443 0 0 0 0 0 0 456599 221844 71427 150417 CATHERINE COSTE X ASSOCIATION DES OEUVRES DE SAINT JEAN 43 RUE LAFAYETTE PARIS FR 75009 PC GENERAL SUPPORT 21970 ASSOCIATION MUSIQUE A FLAINE 34 RUE DU BAC PARIS FR 75007 POF-ERGA IN PLACE CURRENT OPERATING EXPENSES, GENERAL SUPPORT 5454 BUMI SEHAT FOUNDATION INTERNATIONAL 25 COLBY STREET BARRE VT 05641 PC GENERAL SUPPORT 20000 EPIC FOUNDATION C/O BLISCE 1 UNION SQUARE WEST SUITE 701 NEW YORK NY 10003 PC BLUE VENTURE 18000 EPIC FOUNDATION C/O BLISCE 1 UNION SQUARE WEST SUITE 701 NEW YORK NY 10003 PC COMMON JUSTICE 30000 EPIC FOUNDATION C/O BLISCE 1 UNION SQUARE WEST SUITE 701 NEW YORK NY 10003 PC NIGHTLINE 12000 FONDATION DE FRANCE 40 AVENUE HOCHE PARIS FR 75008 PC SEARCH PROJECT 120796 FONDATION MUSEE SCHLUMBERGER 13430 CREVECOEUR-EN-AUGE NORMANDIE FR 14340 PC GENERAL SUPPORT 28196 FONDATION NATIONALE DES SCIENCES POLITIQUES 27 RUE SAINT-GUILLAUME PARIS FR 75337 PC GLOBAL INSTITUTE FOR FEMINIST TRANSFORMATION 110030 GRACE COMMUNITY BIRTH CENTER 530 W ELEVENTH ST TRAVERSE CITY MI 49684 PC FENCE 10000 KIFISSIA CHILDREN'S LIBRARY 6 SARAFI STREET ATHENS NEA ERYTHREA GR 14671 POF-ERGA IN PLACE GENERAL SUPPORT AND CONSTRUCTION OF DATABASE TO PRESERVE EDUCATIONAL PROGRAMMING 66930 LA PETITE BIBLIOTHEQUE RONDE 14 RUE DE CHAMPAGNE CLAMARTCITE DE LA PLAINE FR 92140 PC RENT AND EXPENSES DURING RENOVATIONS OF HISTORIC BUILDING 49239 LA PETITE BIBLIOTHEQUE RONDE 14 RUE DE CHAMPAGNE CLAMARTCITE DE LA PLAINE FR 92140 PC GENERAL SUPPORT 76537 LIFE PROJECT 4 YOUTH INC 1069 BAY HEAD MAMARONECK NY 10543 PC GENERAL SUPPORT 16270 OCEAN FOUNDATION 1320 19TH STREET NW SUITE 500 WASHINGTON DC 20036 PC FONDATION TARA OCEAN PROJECT 53890 OMPRAKASH 7511 GREENWOOOD AVE NORTH 4161 SEATTLE WA 98103 PC CHILD'S DREAM FOUNDATION-SCHOLARSHIP FUND AND CHILDREN'S MEDICAL FUND 30000 THE PERIWINKLE FOUNDATION 3400 BISSONNET ST STE 185 HOUSTON TX 77005 PC GENERAL SUPPORT 30000 699312 0 14 20334 14 786079 01 111 18 550294 0 1356818 0 1356818 0 0 0 0 0 0 0 0 0 0 KIFISSIA CHILDREN'S LIBRARY 6 SARAFI STREET NEA ERYTHREA ATHENS GR 14671 2024-03-25 66930 THE GRANT IS A CONTRIBUTION TO THE CHARITABLE ORGANIZATION'S CURRENT YEAR OPERATING EXPENSES TO SUPPORT THE CHILDREN'S LIBRARY AND THE CONSTRUCTION OF AN EDUCATIONAL DATABASE TO PRESERVE THE LIBRARY'S EDUCATIONAL PROGRAMMING. 66930 NONE TO THE KNOWLEDGE OF THE SEARCH FOUNDATION GRANTEE'S 2024 ANNUAL REPORT WAS RECEIVED IN FEBRUARY 2025. 2025-02-15 THE SEARCH FOUNDATION RECEIVED THE 2024 ANNUAL REPORT, WHICH REPORTS AND EVIDENCES THE USAGE OF THE FUNDS. ASSOCIATION MUSIQUE A FLAINE 34 RUE DU BAC PARIS FR 75007 2024-07-02 5454 THE GRANT IS A CONTRIBUTION TO THE CHARITABLE ORGANIZATION'S CURRENT YEAR OPERATING EXPENSES. 5454 NONE TO THE KNOWLEDGE OF THE SEARCH FOUNDATION GRANTEE'S 2024 ANNUAL REPORT WAS RECEIVED ON JUNE 5, 2025. 2025-06-05 THE SEARCH FOUNDATION RECEIVED THE 2024 ANNUAL REPORT, WHICH REPORTS AND EVIDENCES THE USAGE OF THE FUNDS. FORM 990-PF, PART VII-A, LINE 11 NAME OF CONTROLLED ENTITYPDC OPPORTUNITIES IV - FEEDER I LPST JULIAN'S AVENUE, ST PETER PORT, GUERNSEY GY1 1WAEIN:98-1186432NO EXCESS BUSINESS HOLDINGS. ATTACHMENT TO SCHEDULE A AND SCHEDULE B, PART I OF FORM 5471 PDC OPPORTUNITIES IV - FEEDER I LP ("FEEDER") IS A GUERNSEY LIMITED PARTNERSHIP FORMED TO ACQUIRE AND HOLD A LIMITED PARTNERSHIP INTEREST IN PDC OPPORTUNITIES IV I LP. SCALER FOUNDATION, INC. OWNED 100% OF THE LIMITED PARTNERSHIP INTEREST IN FEEDER ON JANUARY 1, 2019. PURSUANT TO A PLAN OF PARTIAL LIQUIDATION WITH THE CLARENCE WESTBURY FOUNDATION, ON OCTOBER 1, 2019, SCALER FOUNDATION, INC. MADE A GRANT OF 33.33% OF THEIR LIMITED PARTNERSHIP INTEREST TO THE CLARENCE WESTBURY FOUNDATION, A RELATED FOUNDATION. IN ADDITION, PURSUANT TO A PLAN OF PARTIAL LIQUIDATION WITH THE SEARCH FOUNDATION, ON OCTOBER 1, 2019, SCALER FOUNDATION, INC. MADE A SEPARATE GRANT OF 33.33% OF THEIR LIMITED PARTNERSHIP INTEREST TO THE SEARCH FOUNDATION, ALSO A RELATED FOUNDATION. AFTER THE GRANTS WERE COMPLETED, SCALER FOUNDATION, INC. RETAINED A 33.34% LIMITED PARTNERSHIP INTEREST IN THE FEEDER, AND THE THREE RELATED PARTY FOUNDATIONS MAINTAINED 100% CONTROL OF THE FEEDER.FEEDER PREVIOUSLY FILED FORM 8832 WITH THE INTERNAL REVENUE SERVICE WHEREIN IT ELECTED TO BE CLASSIFIED AS AN ASSOCIATION TAXABLE AS A CORPORATION. THIS ELECTION WAS APPROVED BY THE INTERNAL REVENUE SERVICE EFFECTIVE JULY 2, 2014. 85,750 SH SCHLUMBERGER LIMITED 3137414 3287655 7,161 SH TRANSOCEAN LTD. 299716 26854 CITI PRIVATE BANK - COMMON STOCKS AND REITS 787666 933856 CITI PRIVATE BANK - ISHARES TR CORE S&P SMALL CAP 104834 117870 CITI PRIVATE BANK - SELECT SECTOR SPDR TR 12650 15901 CITI PRIVATE BANK - VANGUARD INDEX S&P 500 525138 649266 CITI PRIVATE BANK - BAIRD AGGREGATE BOND FUND 480791 476900 CITI PRIVATE BANK - HARTFORD INTERNATIONAL VALUE FUND 367807 380290 CITI PRIVATE BANK - MFS INTERNATIONAL EQUITY FUND 367807 385354 CITI PRIVATE BANK - PIMCO INCOME FUND 480854 479942 PERMIRA SIGMA V L.P. FMV 0 87218 CAIRN PATHFINDER II EUR FEEDER FUND FMV 546210 466527 CAIRN PATHFINDER FUND III FMV 1000000 940617 CLARION CLO OPPORTUNITY FUND (OFFSHORE) L.P. FMV 642394 569220 BLUE BRIDGE TRUST CO. - CLARION FMV 505000 771571 PDC OPPORTUNITIES IV - FEEDER I L.P. FMV 0 68922 AVOCA CAPITAL CLO X FMV 285956 261783 PROVIDUS CLO V FMV 285960 250737 FIR TREE REAL ESTATE FUND III (CAYMAN) LTD. FMV 0 1532 ADVISORY FEES - CITI PRIVATE BANK 17297 17297 0 NET GAIN(LOSS) - FOREIGN CURRENCY 10213 10213 0 BANK AND BROKERAGE ACCOUNT CHARGES 24 24 0 SECURITY LITIGATION INCOME 111 111 111 LEGAL, ACCOUNTING & ADMINISTRATIVE EXPENSES 83406 83406 0 EXCISE TAXES 12300 0 0 FOREIGN TAX PAID 1808 1808 0