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STEWART TITLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
STEWART TITLE FOUNDATION (EIN 86-3214126)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-10
IRS object ID
202543149349102694
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-10T16:15:56-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN863214126EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Stewart Title Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BRIAN GLAZEInCareOfNm
Business Name ControlSTEWBusinessNameControlTxt
Phone7136258599PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11360 Post Oak Blvd Suite 100AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBrian GlazePersonNm
Person TitleTreasurerPersonTitleTxt
Phone7136258599PhoneNum
Signature2025-11-10SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,606,126FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$72,936InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$72,936InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$72,936InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$115,949DividendsRevAndExpnssAmt
Dividends Net Invst Incm$115,949DividendsNetInvstIncmAmt
Dividends Adj Net Incm$115,949DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$33,335NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$500,766GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$30,496OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$30,496OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$30,496OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$186,046TotalRevAndExpnssAmt
Total Net Invst Incm$219,381TotalNetInvstIncmAmt
Total Adj Net Incm$219,381TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$935TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$935TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$30,666OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30,666OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$30,666OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$30,666OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$31,601TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,666TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$30,666TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$31,601TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$860,620ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$860,620ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$892,221TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,666TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$30,666TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$892,221TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$706,175ExcessRevenueOverExpensesAmt
Net Investment Income$188,715NetInvestmentIncomeAmt
Adjusted Net Income$188,715AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$16,977CashEOYAmt
Cash EOYFMV$16,977CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,015,141SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$394,323SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$395,230SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$438,054USGovernmentObligationsBOYAmt
US Government Obligations EOY$555,609USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$550,357USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,247,771CorporateStockBOYAmt
Corporate Stock EOY$3,124,731CorporateStockEOYAmt
Corporate Stock EOYFMV$3,699,369CorporateStockEOYFMVAmt
Corporate Bonds EOY$932,774CorporateBondsEOYAmt
Corporate Bonds EOYFMV$944,193CorporateBondsEOYFMVAmt
Total Assets BOY$5,700,966TotalAssetsBOYAmt
Total Assets EOY$5,024,414TotalAssetsEOYAmt
Total Assets EOYFMV$5,606,126TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$5,700,965CapitalStockBOYAmt
Capital Stock EOY$5,024,414CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$5,700,965TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,024,414TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,700,965TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,024,414TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,700,965TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$706,175ExcessRevenueOverExpensesAmt
Other Increases$29,624OtherIncreasesAmt
Subtotal$5,024,414SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,024,414TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BROADCAM INCP2022-11-292024-07-01$65,244$20,822$44,422$44,422
GOLDMAN SACHS GROUP INC UNSCP2022-11-172024-03-03$50,000$50,000
INTEL CORPP2024-11-11$84,460$96,782-$12,322-$12,322
MORGAN STANLEY SER F UNSCP2022-11-172024-04-29$50,000$50,000
XPLR INFRASTURE LPP2024-11-11$22,143$88,052-$65,909-$65,909
USA TREASURY NOTES 03.25%P2022-12-212024-01-18$79,091$79,091
USA TREASURY NOTES 03.25%P2022-12-212024-08-31$20,000$20,000
USA TREASURY NOTES 03.250%P2023-04-182024-01-18$24,716$24,716
FIDELITY TREASURY PORT-ISFDP2024-01-31$30,503$30,503
FIDELITY TREASURY PORT-ISFDP2024-05-31$23,084$23,084
FIDELITY TREASURY PORT-ISFDP2024-06-28$51,051$51,051
CAPITAL GAIN DIVIDENDSP$474
CAPITAL GAIN DIVIDENDSP$474
CAPITAL GAIN DIVIDENDSP$474
CAPITAL GAIN DIVIDENDSP$474
CAPITAL GAIN DIVIDENDSP$474
CAPITAL GAIN DIVIDENDSP$474
CAPITAL GAIN DIVIDENDSP$474
CAPITAL GAIN DIVIDENDSP$474
CAPITAL GAIN DIVIDENDSP$474
CAPITAL GAIN DIVIDENDSP$474
CAPITAL GAIN DIVIDENDSP$474
CAPITAL GAIN DIVIDENDSP$474
FieldValueIRS element (for citing)
Capital Gain Net Income-$33,335CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,623InvestmentIncomeExciseTaxAmt
Subtotal$2,623SubtotalAmt
Tax Based On Investment Income$2,623TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,200TotalPaymentsAndCreditsAmt
Overpayment$577OverpaymentAmt
Applied To ES Tax$577AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNOT APPLICABLEWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BRIAN GLAZEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7136258599PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11360 POST OAK BLVD STE 100AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Emily Kain
1360 Post Oak BlvdSuite 100HoustonTX77056President0.1$0$0$0
Frederick Eppinger
1360 Post Oak BlvdSuite 100HoustonTX77056Vice-President0.1$0$0$0
Katie Holtman
1360 Post Oak BlvdSuite 100HoustonTX77056Secretary0.1$0$0$0
Brian Glaze
1360 Post Oak BlvdSuite 100HoustonTX77056Treasurer0.1$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,227,481AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$743,955AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,971,436TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,971,436AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$89,572CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,881,864NetVlNoncharitableAssetsAmt
Minimum Investment Return$294,093MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$892,221ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$892,221QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$188,715CurrentYearAmt
Year1$238,571Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$427,286TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$160,408CurrentYearAmt
Year1$202,785Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$363,193TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$892,221CurrentYearAmt
Year1$775,618Year1Amt
Year2$739,219Year2Amt
Year3$0Year3Amt
Total$2,407,058TotalAmt
FieldValueIRS element (for citing)
Qualifying Distri Not Used DrtQualifyingDistriNotUsedDrtGrp

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$892,221CurrentYearAmt
Year1$775,618Year1Amt
Year2$739,219Year2Amt
Year3$0Year3Amt
Total$2,407,058TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$5,606,126CurrentYearAmt
Year1$5,871,745Year1Amt
Year2$6,196,296Year2Amt
Year3$5,000,000Year3Amt
Total$22,674,167TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Two Thirds Minimum Invst RetTwoThirdsMinimumInvstRetGrp

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonThe Stewart Title Foundation IncRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11360 Post Oak Blvd Ste 100AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7136258599RecipientPhoneNum
Form And Info And MaterialsSEE ATTACHEDFormAndInfoAndMaterialsTxt
Submission DeadlinesSCHOLARSHIP DEADLINE OF 07/10/2024 COMMUNITY SERVICE AWARDS 04/10/2024, 9/13/2024 NOT ALL GIFTS ARESubmissionDeadlinesTxt
Restrictions On AwardsSEE ATTACHEDRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (159 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Child Advocates Inc
3701 Kirby DrSuite 400HoustonTX77098Non-profit organizationNCCharitable contribution$25,000
Houston Food Bank
535 Portwall StreetHoustonTX77029Non-profit organizationNCCharitable contribution$25,000
Homes for Hope
227 Granite Run Dr Ste 250LancasterPA17601Non-profit organizationNCBoard of Directors Donation Match$5,000
MBA Opens Doors Foundation
1919 M Street NW 5th FloorWashingtonDC20036Non-profit organizationNCCharitable contribution$25,000
Grand Teton National Park Foundation
PO Box 249MooseWY83012Non-profit organizationNCBoard of Directors Donation Match$2,000
World Food Program USA
1725 I Street NW Ste 510WashingtonDC20006Non-profit organizationNCBoard of Directors Donation Match$1,000
ALTA Good Deeds Foundation
1800 M Street NW Ste 300SWashingtonDC20036Non-profit organizationNCCharitable contribution$25,000
James Mullen
604 Thorncroft DriveWest ChesterPA19380Son of employee of substantial contributorICollege tuition contribution$4,000
KIPP Texas Inc
PO Box 676765DallasTX752676765Non-profit organizationNCBoard of Directors Donation Match$5,000
Rebuilding Together
999 N Capitol Street NE Ste 330WashingtonDC20002Non-profit organizationNCCharitable contribution$100,000
Riversport Foundation
800 Riversport DrOklahoma CityOK73129Non-profit organizationNCBoard of Directors Donation Match$5,000
American Cancer Society
PO Box 22478Oklahoma CityOK73123Non-profit organizationNCCharitable contribution$1,000
Atlantic General Hospital Foundation
10320 Old Ocean City BlvdBerlinMD21811Non-profit organizationNCBoard of Directors Donation Match$3,000
Our Destiny Our Future Foundation
8522 W Montecito AvePhoenixAZ85037Non-profit organizationNCCharitable contribution$5,500
Port Discovery Children's Museum
35 Market PlaceBaltimoreMD21202Non-profit organizationNCBoard of Directors Donation Match$1,875
Magic Bus USA
1500 CityWest Blvd Ste 700HoustonTX77042Non-profit organizationNCCharitable contribution$15,000
Way To Go Foundation
15615 Blue Mountain RoadPrairie GroveAR72753Non-profit organizationNCCharitable contribution$5,000
Ileana Lopez Maldonado
1041 Memorial Village DriveHoustonTX77024Child of employee of substantial contributorICollege Tuition$2,000
Magdalena Iovacchini
3354 Carpenter CtGarnet ValleyPA19060Child of employee of substantial contributorICollege tuition contributor$2,000
Rich Shackelford
1800 SW Longview TerraceLees SummitMO64081Child of employee of substantial contributorICollege tuition contribution$2,000
Shannon Piwinski
55944 Nicholas DrShelby TownshipMI48316Child of employee of substantial contributorICollege tuition contribution$2,000
Alisa Curry
2000 Mystic Wind LaneLeanderTX78641Child of employee of substantial contributorICollege tuition contribution$2,000
Andi Bolin
17303 Dawn Haven COurtHoustonTX77095Child of employee of substantial contributorICollege tuition contribution$2,000
Andrea Levine
12 Muriel PlaceGreenwichCT06831Child of employee of substantial contributorICollege tuition contribution$2,000
Aruna Zambani
2260 N Parkhurst DrOrangeCA92867Child of employee of substantial contributorICollege tuition contribution$2,000
Augie Clarkson
2451 W Short Spur TrailPrescottAZ86305Child of employee of substantial contributorICollege tuition contribution$2,000
Beth deBaptiste-Follis
15066 Mercury DrGrand HavenMI49417Child of employee of substantial contributorICollege tuition contribution$2,000
Chadwick Campbell
3219 E Camelback Rd 253PhoenixAZ85018Child of employee of substantial contributorICollege tuition contribution$2,000
Charisse Johnson
4719 Butterfly Path DrHumbleTX77396Child of employee of substantial contributorICollege tuition contribution$2,000
Claire Loughran Morgan
10114 East Domenic LaneTucsonAZ85730Child of employee of substantial contributorICollege tuition contribution$2,000
Craig Leabig
513 Black Canyon CourtWildwoodMO63011Child of employee of substantial contributorICollege tuition contribution$2,000
Dana Rosenberg
1803 Burlington AveLisleIL60532Child of employee of substantial contributorICollege tuition contribution$2,000
Hong Fu
12418 Boheme DrHoustonTX77024Child of employee of substantial contributorICollege tuition contribution$2,000
James E Hill III
39 Harvest Moon CtBlythewoodSC29016Child of employee of substantial contributorICollege tuition contribution$2,000
Jeff Robinson
939 Queens DrNew BraunfelsTX78130Child of employee of substantial contributorICollege tuition contribution$2,000
Jennifer Langford
13552 W Redfield RoadSurpriseAZ85379Child of employee of substantial contributorICollege tuition contribution$2,000
Joshua Bishop
10207 Arbor Mill LnMissouri CityTX77459Child of employee of substantial contributorICollege tuition contribution$2,000
Kasi Darimadugu
9825 Cliffside DrIrvingTX75063Child of employee of substantial contributorICollege tuition contribution$4,000
Keesha Renee Childs
34611 Michelle DrPinehurstTX77362Child of employee of substantial contributorICollege tuition contribution$2,000
Lea Gilliland
116 Palo Pinto DrRockportTX78382Child of employee of substantial contributorICollege tuition contribution$2,000
LeAnn Piercy
526 PatchesterHoustonTX77079Child of employee of substantial contributorICollege tuition contribution$4,000
Maggie Vu
12391 Frieda PlGarden GroveCA92840Child of employee of substantial contributorICollege tuition contribution$2,000
Manila Wasson
11772 Lakeland RdNorwalkCA90650Child of employee of substantial contributorICollege tuition contribution$2,000
Melanie Mosby
27907 Summer Place DrWesley ChapelFL33544Child of employee of substantial contributorICollege tuition contribution$2,000
Melissa Hickman
207 Fieldstone DrHanoverPA17331Child of employee of substantial contributorICollege tuition contribution$2,000
Mona Mohan
8903 Summer Ash LnSugar LandTX77479Child of employee of substantial contributorICollege tuition contribution$2,000
Mounica Kaul
3421 E Memorial RdEdmondOK73013Child of employee of substantial contributorICollege tuition contribution$2,000
Rae Wright
1979 Main StreetFort MitchellKY41017Child of employee of substantial contributorICollege tuition contribution$2,000
Rich Kuegler
922 Merrit CircleWest ChesterPA19380Child of employee of substantial contributorICollege tuition contribution$6,000
Shawn Elpel
27480 Basin CourtMenifeeCA92584Child of employee of substantial contributorICollege tuition contribution$2,000
Stacy Mathis
2417 Allison AveIndianapolisIN46224Child of employee of substantial contributorICollege tuition contribution$2,000
Stephanie Irvine
3251 Railway Dr SWByron CenterMI49315Child of employee of substantial contributorICollege tuition contribution$2,000
Thomas Donovan
9489 Shelby LnCrown PointIN46307Child of employee of substantial contributorICollege tuition contribution$2,000
Tina S Meilinger
11379 Streeter RdAuburnCA95602Child of employee of substantial contributorICollege tuition contribution$2,000
Vanessa T Nguyen
9715 Orchid Breeze LnSugar LandTX77498Child of employee of substantial contributorICollege tuition contribution$2,000
Yaohsin Chang
40 Cape CodIrvineCA92620Child of employee of substantial contributorICollege tuition contribution$2,000
Stacey MacArthur
3764 West 4900 SouthRoyUT84067Child of employee of substantial contributorICollege tuition contribution$2,000
Vija Johnson
1300 Evans AveUnit 880542San FranciscoCA94188Child of employee of substantial contributorICollege tuition contribution$2,000
Be Like Britt Foundation Inc
66 Pullman StWorcesterMA01606Non-profit organizationNCBoard of Directors Donation Match$5,000
Feeding America
PO Box 7410268ChicagoIL606740268Non-profit organizationNCCharitable contribution$25,000
Aaron Nichols
173 Columbia DrWaverlyOH45690Child of employee of substantial contributorICollege tuition contribution$2,000
Alamo Kiwanis Club
7700 BroadwaySan AntonioTX78209Non-profit organizationNCCharitable Contribution$1,300
Alex Chatfield
8501 Butte Creek StLittletonCO80125Child of employee of substantial contributorICollege tuition contribution$2,000
ALS Association
PO Box 37022BooneIA50037Non-profit organizationNCCharitable contribution$1,500
Amantha Boese-Pieper
608 E 16th StYanktonSD57078Child of employee of substantial contributorICollege tuition contribution$2,000
Armando Ramirez
69 Coolidge AveWatsonvilleCA95076Child of employee of substantial contributorICollege tuition contribution$2,000
Blanco River Academy
501 Old Kyle RoadSuite 101WimberleyTX78676Non-profit organizationNCCharitable contribution$1,000
Brian Douglas Harold
876 Genoa WaySan MarcosCA92078Child of employee of substantial contributorICollege tuition contribution$2,000
Calvary Children's Home
1430 Lost Mountain RoadPowder SpringsGA30127Non-profit organizationNCCharitable contribution$1,000
Camp Cocker Rescue
14320 Ventura BlvdSuite 236Sherman OaksCA91423Non-profit organizationNCCharitable contribution$1,000
Caroline Velazco
2289 SW 132nd AveMiramarFL33027Child of employee of substantial contributorICollege tuition contribution$2,000
Carrie Martinez
1034 Callawassie WayRosevilleCA95747Child of employee of substantial contributorICollege tuition contribution$2,000
Cassie McKinney
1401 Platt AveCairoGA39828Child of employee of substantial contributorICollege tuition contribution$4,000
Coastal Bend Food Bank
826 Krill StCorpus ChrisiTX78408Non-profit organizationNCCharitable contribution$1,000
Cynthia Tatmon
21914 Reddingwood CtSpringTX77373Child of employee of substantial contributorICollege tuition contribution$2,000
Disabled American Veterans Auxiliary Inc
PO Box 14301CincinnatiOH452500301Non-profit organizationNCCharitable contribution$1,000
Dominic Guarnera
28223 Crossprairie DrKatyTX77494Child of employee of substantial contributorICollege tuition contribution$2,000
DSA Pays It Forward Foundation
PO Box 86718TucsonAZ85754Non-profit organizationNCCharitable contribution$1,000
Elizabeth Morris
988 N Mollison AveEl CajonCA92021Child of employee of substantial contributorICollege tuition contribution$2,000
Elsa Betancourt
501 S 12th StreetCarrizo SpringsTX78834Child of employee of substantial contributorICollege tuition contribution$2,000
Erika Rood
36126 24th Pl SFederal WayWA98003Child of employee of substantial contributorICollege tuition contribution$2,000
Exceptional Women Alliance
1880 Century Park EastSuite 200Los AngelesCA90067Non-profit organizationNCCharitable contribution$10,000
Eneida Mejia
760 W Main StreetEl CentroCA92243Child of employee of substantial contributorICollege tuition contribution$2,000
Family Mentor Foundation
6520 Singletree DrColumbusOH43229Non-profit organizationNCCharitable contribution$1,000
Fidelco Guide Dog Foundation
103 Vision WayBloomfieldCT06002Non-profit organizationNCCharitable contribution$1,000
Foster and Heart
PO Box 8656BoiseID83707Non-profit organizationNCCharitable contribution$1,000
Glen Orenstein
21022 Heartwood Oak TrailCypressTX77433Child of employee of substantial contributorICollege tuition contribution$2,000
Golisano Autism Center
50 Science ParkwayRochesterNY14620Non-profit organizationNCCharitable contribution$1,000
Gulf Coast Humane Society
2010 Arcadia StreetAttn Lori BurkeFort MeyersFL33916Non-profit organizationNCCharitable contribution$1,000
High Tech Elementary Explorers
2230 Truxtun RoadSan DiegoCA92106Non-profit organizationNCCharitable contribution$1,000
Holladay Community Garden
2220 E 4800 SouthSuite 229HolladayUT84117Non-profit organizationNCCharitable contribution$1,300
Indiana GSD and Siberian Husky
821 Quincy RdQuincyID47456Non-profit organizationNCCharitable contribution$1,300
Isaiah 117 House (Union County)
PO Box 842ElizabethonTN37644Non-profit organizationNCCharitable contribution$1,000
Jason Byrnes
5615 Bunbury TerraceClayNY13041Child of employee of substantial contributorICollege tuition contribution$2,000
Jennifer Johnson
15102 N Flamingo DrLakewayTX78734Child of employee of substantial contributorICollege tuition contribution$2,000
Jennifer Vander Wagen
4301 Deyo AveBrookfieldIL60513Child of employee of substantial contributorICollege tuition contribution$2,000
John Sthreshley
2119 147th Court EastBradentonFL34212Child of employee of substantial contributorICollege tuition contribution$2,000
Joshua Hufstetler
25281 Hwy 184DoloresCO81323Child of employee of substantial contributorICollege tuition contribution$2,000
Julie Bennett
4148 E Alderdale AvenueAnaheimCA92807Child of employee of substantial contributorICollege tuition contribution$2,000
Justin Rhoades
17310 Poppleton AveOmahaNE68130Child of employee of substantial contributorICollege tuition contribution$2,000
Kathleen Candler
5700 Elm StreetLisleIL60532Child of employee of substantial contributorICollege tuition contribution$2,000
Jordan Craig Parks Memorial Scholarship Foundation
1814 Baxstron CtSwanseaIL63102Non-profit organizationNCCharitable contribution$5,000
Juniper's Guinea Pig Rescue
PO Box 772705Eagle RiverAK99577Non-profit organizationNCCharitable contribution$1,000
KC Pet Project
7077 Elmwood AvenueKansas CityMO64132Non-profit organizationNCCharitable contribution$1,300
Kids Meals Inc
330 Garden OaksHoustonTX77018Non-profit organizationNCCharitable contribution$15,620
Laura Benza
132 Glen Ellyn RdBloomingdaleIL60108Child of employee of substantial contributorICollege tuition contribution$2,000
Laura Kribs
1811 Elm Crest DriveArlingtonTX76012Child of employee of substantial contributorICollege tuition contribution$2,000
Laurie Goodwin
11 Reading TerraceReadingMA01867Child of employee of substantial contributorICollege tuition contribution$2,000
Lawrence Smith
2605 Englewood DriveCummingGA30040Child of employee of substantial contributorICollege tuition contribution$2,000
Lori Gibson
914 Hedgestone DrSan AntonioTX78258Child of employee of substantial contributorICollege tuition contribution$2,000
Lori Mosser
32011 Casa Linda DriveHockleyTX77447Child of employee of substantial contributorICollege tuition contribution$2,000
Lowell Humane Society
951 Broadway StLowellMA01854Non-profit organizationNCCharitable contribution$1,000
LovePacs
6710 Virginia ParkwayMcKinneyTX75071Non-profit organizationNCCharitable contribution$1,000
Make-A-Wish Foundation
225 South Pleasantburg DriveGreenvilleSC29607Non-profit organizationNCCharitable contribution$1,000
MAKING STRIDES AGAINST BREAST CANCER OF SANTA
PO Box 34309Los AngelesCA90034Non-profit organizationNCCharitable contribution$1,000
Maria Moskver
1182 Camden DriveTustinCA92705Child of employee of substantial contributorICollege tuition contribution$6,000
Meals On Wheels
106 E KilpatrickCleburneTX76031Non-profit organizationNCCharitable contribution$1,000
Megan Kerr
1200 Rodgers LanLake ZurichIL60047Child of employee of substantial contributorICollege tuition contribution$2,000
Melanie Papa
14449 Willow CrStrongsvilleOH44136Child of employee of substantial contributorICollege tuition contribution$2,000
Michelle Coons
12910 Birch Glen DrCypressTX77429Child of employee of substantial contributorICollege tuition contribution$2,000
Michiko McLoughlin-Gee
4313 Bluebell AvenueOlivehurstCA95961Child of employee of substantial contributorICollege tuition contribution$2,000
Nathan Kieta
1582 High Bluff DriveDiamond BarCA91765Child of employee of substantial contributorICollege tuition contribution$2,000
Nathan Preuit
910 Thompson RoadWeatherfordTX76087Child of employee of substantial contributorICollege tuition contribution$2,000
Nicole Hadaway
10307 Piping Rock LaneHoustonTX77042Child of employee of substantial contributorICollege tuition contribution$2,000
Oakland Elizabeth House
PO Box 1175BerkeleyCA94704Non-profit organizationNCCharitable contribution$1,000
Pam Wang
5403 Emerald BrookHoustonTX77041Child of employee of substantial contributorICollege tuition contribution$2,000
Pancreatic Cancer Network
1500 Rosecrans AvenueSuite 200Manhattan BeachCA90266Non-profit organizationNCCharitable contribution$1,500
Pathways for Paws
2035 E 17th StreetTucsonAZ85719Non-profit organizationNCCharitable contribution$1,300
PATHWAYS TO INDEPENDENCE
6400 Huntley RdSuite 100ColumbusOH43229Non-profit organizationNCCharitable contribution$1,000
Pauline West
28601 Los Alisos Blvd 2052Mission ViejoCA92692Child of employee of substantial contributorICollege tuition contribution$2,000
PB & J for the Homeless
505 21st Avenue Ct EMiltonWA98354Non-profit organizationNCCharitable contribution$1,000
Piere Brown
12673 Willow Trail DrBlack JackMO63033Child of employee of substantial contributorICollege tuition contribution$2,000
Project Inclusion
11 Commerce Center DriveHendersonNV89014Non-profit organizationNCCharitable contribution$1,300
Rebuilding Together Valley of the Sun
1826 W Broadway Rd Ste 16MesaAZ85202Non-profit organizationNCCharitable contribution$3,000
Richard Scott Gillen
711 Le Green StHoustonTX77008Child of employee of substantial contributorICollege tuition contribution$2,000
Rim Scots Youth Football&Cheer
PO Box 3396Blue JayCA92317Non-profit organizationNCCharitable contribution$1,300
Robert Michael Webber
119 Watersedge DrOcean SpringsMS39564Child of employee of substantial contributorICollege tuition contribution$2,000
Safe Infant Sleep
26 Bergen LaneWolcottCT06716Non-profit organizationNCCharitable contribution$1,000
Santa Cruz Veterinary Clinic
5408 S 12th AveTucsonAZ85706Non-profit organizationNCCharitable contribution$1,000
Sarah Jurkiewicz
1735 Lake AveApt 203KnoxvilleTN37916Child of employee of substantial contributorICollege tuition contribution$2,000
Sheila Riemer
21625 Welch RdNorthvilleMI48167Child of employee of substantial contributorICollege tuition contribution$2,000
Soccer For Hope
26895 Aliso Creek Road B-338Aliso ViejoCA92656Non-profit organizationNCCharitable contribution$1,000
St Vincent de Paul Catholic School
6802 Buffalo SpeedwayHoustonTX77025Non-profit organizationNCCharitable contribution$1,000
Stacie McKinley
6531 Ray RdPasadenaTX77505Child of employee of substantial contributorICollege tuition contribution$2,000
Sujeeva Seneviratne
3922 Beaver Run DriveLong GroveIL60047Child of employee of substantial contributorICollege tuition contribution$2,000
Susan Lemos
9522 Franklin DrBaytownTX77523ICollege tuition contribution$2,000
The Greater Chicago Food Depository
4100 W Ann Lurie PlaceChicagoIL60632Non-profit organizationNCCharitable contribution$1,000
The Joshua Chamberlain Society
PO Box 8475OlivetteMO63132Non-profit organizationNCCharitable contribution$1,000
Thomas Brundies
4164 Prairie Ridge RdEaganMN55123Child of employee of substantial contributorICollege tuition contribution$2,000
Tiffany Bailey
4614 Woodhollow DrMidlandTX79707Child of employee of substantial contributorICollege tuition contribution$2,000
Tootsie Dog Rescue Foundation
101 Saddlebrook LaneTomballTX77375Non-profit organizationNCCharitable contribution$1,000
Tunnel to Towers Foundation
2361 Hylan BlvdStaten IslandNY10306Non-profit organizationNCCharitable contribution$1,300
VEAP
9600 Aldrich Ave SBloomingtonMN55420Non-profit organizationNCCharitable contribution$1,300
Veteran Overland
1403 Mesa AvenueColorado SpringsCO80906Non-profit organizationNCCharitable contribution$1,300
Walk4Hearing (Hearing Loss Association)
6116 Executive BlvdSuite 320RockvilleMD20853Non-profit organizationNCCharitable contribution$1,000
World Central Kitchen
200 Massachusetts Ave NW7th FloorWashingtonDC20001Non-profit organizationNCBoard of Directors Donation Match$1,000
Ronald McDonald House Charities
2415 South 47th StreetTempleTX76504Non-profit organizationNCCharitable contribution$1,000
Big Brother Big Sister Lone Star
1003 Washington AveHoustonTX77002Non-profit organizationNCCharitable contribution$1,000
VARIOUS GRANTS PAID - SEE ATTACHED STATEMENT
1360 Post Oak Blvd Suite 100HoustonTX77056Charitable ContributionsNCVarious Non-Profit Organizations$300,625
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$860,620TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$72,936ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$115,949ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,496ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$33,335ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$186,046ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$186,046TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$932,774EOYBookValueAmt
EOYFMV$944,193EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$3,124,731EOYBookValueAmt
EOYFMV$3,699,369EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$555,609USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$550,357USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$30,666RevenueAndExpensesPerBooksAmt
Net Investment Income$30,666NetInvestmentIncomeAmt
Adjusted Net Income$30,666AdjustedNetIncomeAmt
Disbursements Charitable Prps$30,666DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther IncomeDesc
Revenue And Expenses Per Books$30,496RevenueAndExpensesPerBooksAmt
Net Investment Income$30,496NetInvestmentIncomeAmt
Adjusted Net Income$30,496AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
PRIOR PERIOD ADJUSTMENTS TO$0
BALANCE SHEET$29,624

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$935Amt
Disbursements Charitable Prps$935DisbursementsCharitablePrpsAmt