H E BUTT FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- H E BUTT FOUNDATION (EIN 74-1239819)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349103729
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T12:05:55-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVE S | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741239819 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H E BUTT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEBU | BusinessNameControlTxt |
| Phone | 8303159214 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 290670 | AddressLine1Txt |
| City | KERRVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 780290670 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANICE S FLYNN | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8303159214 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL SALES | PreparerPersonNm |
| PTIN | P01770943 | PTIN |
| Phone | 7325164200 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $873,946,183 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,292,537 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,871,329 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,871,329 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,871,329 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,805,381 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $102,962,679 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,889,221 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,526,541 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $36,320,376 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,010,464 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $13,187,105 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $53,289,623 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,771,014 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $21,584,975 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $767,371 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $38,369 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $38,369 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $713,529 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $10,112,368 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $133,923 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $141,862 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $9,970,506 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,194,686 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $60,302 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $2,779 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,191,907 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $71,658 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $71,658 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $197,149 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $93,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $98,575 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $98,574 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,007,641 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,417,885 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,417,885 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $589,756 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $137,601 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $137,601 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $137,601 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,532,714 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $96,336 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $96,336 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $125,853 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $125,853 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,820,373 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,820,373 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,063,750 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,881,655 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,837,071 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,678,492 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,121,536 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,220,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,185,286 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,881,655 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,837,071 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,899,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,104,337 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,889,359 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,747,904 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,463,083 | CashBOYAmt |
| Cash EOY | $38,696,642 | CashEOYAmt |
| Cash EOYFMV | $38,696,642 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,536,842 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,706,742 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,706,742 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $179,877 | AcctRcvblAmt |
| Acct Rcvbl BOY | $85,380 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $179,877 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $179,877 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $500,000 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $500,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $500,000 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $440,504 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $596,089 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $596,089 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,109,050 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,012,138 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $878,427 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $122,776,142 | CorporateStockBOYAmt |
| Corporate Stock EOY | $98,391,978 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $99,150,607 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $528,812,525 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $551,190,593 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $626,988,762 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $106,921,481 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $41,282,968 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $59,816,548 | LandBOYAmt |
| Land EOY | $65,638,513 | LandEOYAmt |
| Land EOYFMV | $101,210,037 | LandEOYFMVAmt |
| Other Assets BOY | -$1,246,590 | OtherAssetsBOYAmt |
| Other Assets EOY | $39,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $39,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $738,793,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $761,951,572 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $873,946,183 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,954,494 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,418,245 | AccountsPayableEOYAmt |
| Grants Payable BOY | $600,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,190,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,554,494 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,608,245 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $736,238,990 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $758,343,327 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $736,238,990 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $758,343,327 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $738,793,484 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $761,951,572 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $736,238,990 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,104,337 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $758,343,327 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $758,343,327 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (65 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $43,084,973 | $35,948,465 | $7,136,508 | $7,136,508 | |
| GLOUSTON PRIVATE EQUITY OPPORUTNITY IV, LP | $82,676 | $82,676 | $82,676 | P | |
| GOLDENTREE DISTRESSED FUND III | $1,586,197 | $1,586,197 | $1,586,197 | P | |
| RUSSELL 3000 INDEX FUND B | $11,104,954 | $11,104,954 | $11,104,954 | P | |
| GQG PARTNERS GLOBAL EQUITY FUND GQG PARTNERS SERIES LLC | $6,077,563 | $6,077,563 | $6,077,563 | P | |
| LINDSELL TRAIN GLOBAL EQUITY LLC | $2,024,780 | $2,024,780 | $2,024,780 | P | |
| STEPSTONE VC OPPORTUNITIES III, LP | $1,345,364 | $1,345,364 | $1,345,364 | P | |
| MSCI EAFE CURRENCY HEDGED EQUITY INDEX FUND B | $952,092 | $952,092 | $952,092 | P | |
| POLUNIN EMERGING MARKETS SMALL CAP FUND, LLC | $661,778 | $661,778 | $661,778 | P | |
| WGI DEVELOPED MARKETS EX-U.S. FUND, LLC | $646,286 | $646,286 | $646,286 | P | |
| PARTNERS GROUP DIRECT EQUITY 2016 (USD) A, L.P. | $399,050 | $399,050 | $399,050 | P | |
| KAYNE PRIVATE ENERGY INCOME FUND II, L.P. | $153,912 | $153,912 | $153,912 | P | |
| STEPSTONE VC SECONDARIES FUND IV, LP | $138,651 | $138,651 | $138,651 | P | |
| NCS GLOBAL FUND, LLC | $133,734 | $133,734 | $133,734 | P | |
| TORTOISE COMMINGLED MLP FUND LLC | $107,179 | $107,179 | $107,179 | P | |
| DCM PRIVATE EQUITY FUND III, LLC | $71,081 | $71,081 | $71,081 | P | |
| MONTAUK TRIGUARD FUND VI LP. | $38,716 | $38,716 | $38,716 | P | |
| TIGER INFRASTRUCTURE PARTNERS FUND III AIV (CAYMAN) LP | $33,401 | $33,401 | $33,401 | P | |
| ARBOUR LANE CREDIT OPPORTUNITY FUND III (B) LP | $21,371 | $21,371 | $21,371 | P | |
| TIGER INFRASTRUCTURE PARTNERS FUND III LP | $1,936 | $1,936 | $1,936 | P | |
| IPI PARTNERS III-A (CAYMAN AIV) LP | $985 | $985 | $985 | P | |
| TRIVE CAPITAL FUND III LP | $127 | $127 | $127 | P | |
| KAYNE PRIVATE ENERGY INCOME FUND III, L.P. | $111 | $111 | $111 | P | |
| VANCE STREET CAPITAL III, LP | $200 | -$200 | -$200 | P | |
| IPI PARTNERS III-A (AIV) LP | $600 | -$600 | -$600 | P | |
| TOWNSQUARE REAL ESTATE ALPHA FUND I, LP | $1,237 | -$1,237 | -$1,237 | P | |
| INSIGNIA CAPITAL PARTNERS, L.P. | $3,049 | -$3,049 | -$3,049 | P | |
| GLENDOWER CAPITAL SECONDARY OPPORTUNITIES FUND IV, LP | $4,141 | -$4,141 | -$4,141 | P | |
| BLUE LAKE CAPITAL FUND III, L.P. | $9,518 | -$9,518 | -$9,518 | P | |
| CVI CREDIT VALUE FUND B IV LP | $12,333 | -$12,333 | -$12,333 | P | |
| MONROE CAPITAL PRIVATE CREDIT FUND III LP | $15,274 | -$15,274 | -$15,274 | P | |
| MREP GLOBAL VI LP | $37,756 | -$37,756 | -$37,756 | P | |
| LIVEOAK VENTURE PARTNERS III, LP | $41,332 | -$41,332 | -$41,332 | P | |
| THE NORTHERN TRUST COMPANY | $152,805 | -$152,805 | -$152,805 | P | |
| GEORGIAN PARTNERS GROWTH FUND (INTERNATIONAL) IV, LP | $243,410 | -$243,410 | -$243,410 | P | |
| THE EMERGING FREE MARKETS COUNTRY FUND | $361,096 | -$361,096 | -$361,096 | P | |
| STATE STREET U.S. TREASURY INDEX | $473,021 | -$473,021 | -$473,021 | P | |
| GQG PARTNERS GLOBAL EQUITY FUND GQG PARTNERS SERIES LLC | $1,050,878 | $1,050,878 | $1,050,878 | P | |
| WGI DEVELOPED MARKETS EX-U.S. FUND, LLC | $433,831 | $433,831 | $433,831 | P | |
| RUSSELL 3000 INDEX FUND B | $245,006 | $245,006 | $245,006 | P | |
| CH-IP PX3 (ALAMO), LLC | $50,389 | $50,389 | $50,389 | P | |
| TORTOISE COMMINGLED MLP FUND LLC | $38,128 | $38,128 | $38,128 | P | |
| ARBOUR LANE CREDIT OPPORTUNITY FUND III (B) LP | $22,663 | $22,663 | $22,663 | P | |
| LINDSELL TRAIN GLOBAL EQUITY LLC | $17,170 | $17,170 | $17,170 | P | |
| STATE STREET U.S. TREASURY INDEX | $9,383 | $9,383 | $9,383 | P | |
| THOMA BRAVO FUND XV-A, L.P. | $5,497 | $5,497 | $5,497 | P | |
| TRIVE CAPITAL FUND III LP | $5,013 | $5,013 | $5,013 | P | |
| NCS GLOBAL FUND, LLC | $3,220 | $3,220 | $3,220 | P | |
| TIGER INFRASTRUCTURE PARTNERS FUND III AIV (CAYMAN) LP | $2,001 | $2,001 | $2,001 | P | |
| SEARCHLIGHT CAPITAL III OPT, L.P. | $1,420 | $1,420 | $1,420 | P | |
| IPI PARTNERS III-A (CAYMAN AIV) LP | $642 | $642 | $642 | P | |
| GLENDOWER CAPITAL SECONDARY OPPORTUNITIES FUND IV, LP | $473 | $473 | $473 | P | |
| TIGER INFRASTRUCTURE PARTNERS FUND III LP | $289 | $289 | $289 | P | |
| THOMA BRAVO FUND XV-A GLOBAL, L.P. | $261 | $261 | $261 | P | |
| MONROE CAPITAL PRIVATE CREDIT FUND III LP | $90 | $90 | $90 | P | |
| MONTAUK TRIGUARD FUND VI LP. | $34 | -$34 | -$34 | P | |
| IPI PARTNERS III-A (AIV) LP | $209 | -$209 | -$209 | P | |
| IPI PARTNERS III-A LP | $950 | -$950 | -$950 | P | |
| EMK CAPITAL PARTNERS II LP | $1,156 | -$1,156 | -$1,156 | P | |
| LIVEOAK VENTURE PARTNERS III, LP | $1,517 | -$1,517 | -$1,517 | P | |
| IPI PARTNERS III-A LP | $3,589 | -$3,589 | -$3,589 | P | |
| POLUNIN EMERGING MARKETS SMALL CAP FUND, LLC | $17,557 | -$17,557 | -$17,557 | P | |
| GEORGIAN PARTNERS GROWTH FUND (INTERNATIONAL) IV, LP | $26,313 | -$26,313 | -$26,313 | P | |
| THE EMERGING FREE MARKETS COUNTRY FUND | $126,115 | -$126,115 | -$126,115 | P | |
| MSCI EAFE CURRENCY HEDGED EQUITY INDEX FUND B | $182,373 | -$182,373 | -$182,373 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,889,221 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,526,541 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $665,662 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $665,662 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $665,662 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $575,884 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $575,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,150,884 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,621 | EsPenaltyAmt |
| Overpayment | $482,601 | OverpaymentAmt |
| Applied To ES Tax | $482,601 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HEBFDN.ORG | WebsiteAddressTxt |
| Individual With Books | EMILY NEWMAN | IndividualWithBooksNm |
| Phone | 8303159213 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 719 EARL GARRET STREET | AddressLine1Txt |
| City | KERRVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SARAH BUTT OLDESCHULTE | ||||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HOWARD E BUTT III | ||||||||
| PO BOX 839986 | SAN ANTONIO | TX | 78283 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALEXANDRA ROGERS CRAWFORD | ||||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEPHEN W BUTT | ||||||||
| PO BOX 839986 | SAN ANTONIO | TX | 78283 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID M ROGERS | ||||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | PRESIDENT | 40.00 | $354,712 | $20,700 | $0 |
| DEBORAH BUTT ROGERS | ||||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | VP/SECRETARY-TREASURER | 5.00 | $0 | $0 | $0 |
| JANICE S FLYNN | ||||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | ASST. SECRETARY-TREASURER | 40.00 | $412,659 | $20,700 | $0 |
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 |
|---|---|---|---|---|---|---|---|---|
| PERRI ROSHEGER | ||||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | VICE PRESIDENT | 40.00 | $264,089 | $17,667 | $0 |
| WILLIAM P DODD | ||||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | EXECUTIVE DIRECTOR O | 40.00 | $229,084 | $14,059 | $0 |
| STEVEN PURCELL | ||||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | EXECUTIVE DIRECTOR O | 40.00 | $215,939 | $14,036 | $0 |
| REBECCA BRUNE | ||||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | EXECUTIVE DIRECTOR O | 40.00 | $211,013 | $12,661 | $0 |
| GWENDA MCFADDEN | ||||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | EXECUTIVE DIRECTOR O | 40.00 | $181,113 | $12,697 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 74 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENERATION LLC | |||||
| 2124 RACE STREET | PHILADELPHIA | PA | 19103 | BENEFITS SERVICES | $1,985,891 |
| NEPC LLC | |||||
| 206 BROOKS STREET | SUGAR LAND | TX | 77478 | INVESTMENT SERVICES | $384,463 |
| CARD AND COMPANY ARCHITECTS PLLC | |||||
| 764 E LOCUST | SAN ANTONIO | TX | 78212 | ARCHITECT | $341,609 |
| KINGS PATH PARTNERS LLC | |||||
| DEPARTMENT 3570 POB 4110 | WOBURN | MA | 018884110 | INVESTMENT SERVICES | $333,366 |
| CREOARC LLC | |||||
| 51 ESSEX STREET | SAN ANTONIO | TX | 78210 | INTERIOR DESIGN | $306,331 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 10 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT OF LEAKEY, TX BASED PUBLIC CHARITIES THAT HOST CHRISTIAN RETREATS FOR ADULTS, FAMILIES, AND YOUTH ON PROPERTY OWNED BY THE FOUNDATION. | Description1Txt |
| Expenses1 | $11,361,462 | Expenses1Amt |
| Description2 | HEBF STRATEGIC INITIATIVES FOR MENTAL HEALTH, HEALTHY FAMILIES, HEALTHY COMMUNITIEIS, AND INFLUENCING FUTURE LEADERS. | Description2Txt |
| Expenses2 | $6,577,688 | Expenses2Amt |
| Description3 | FREE CAMPING FACILITIES ON A 1900-ACRE RANCH PROVIDED FOR OVER 200 NONPROFIT GROUPS, HOSTING OVER 20,000 PEOPLE. YOUTH, ADULTS, ELDERLY, MINORITIES, AND THE HANDICAPPED SHARED FELLOWSHIP AND LEARNING IN THIS BEAUTIFUL SETTING. | Description3Txt |
| Expenses3 | $1,395,267 | Expenses3Amt |
| Description4 | OUTDOOR SCHOOL PROVIDED OUTDOOR EDUCATIONAL OPPORTUNITIES FOR OVER 20 SCHOOLS AND 2,500 STUDENTS. | Description4Txt |
| Expenses4 | $597,972 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $725,732,057 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,994,633 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $756,726,690 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $756,726,690 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,350,900 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $745,375,790 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,268,790 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,899,325 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $4,284,418 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $28,183,743 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $19,747,904 | CurrentYearAmt |
| Year1 | $10,157,752 | Year1Amt |
| Year2 | $9,257,100 | Year2Amt |
| Year3 | $17,916,358 | Year3Amt |
| Total | $57,079,114 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $16,785,718 | CurrentYearAmt |
| Year1 | $8,634,089 | Year1Amt |
| Year2 | $7,868,535 | Year2Amt |
| Year3 | $15,228,904 | Year3Amt |
| Total | $48,517,247 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $28,183,743 | CurrentYearAmt |
| Year1 | $27,661,538 | Year1Amt |
| Year2 | $39,335,256 | Year2Amt |
| Year3 | $30,283,406 | Year3Amt |
| Total | $125,463,943 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,944,916 | CurrentYearAmt |
| Year1 | $3,559,956 | Year1Amt |
| Year2 | $2,484,461 | Year2Amt |
| Year3 | $3,139,772 | Year3Amt |
| Total | $11,129,105 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $26,238,827 | CurrentYearAmt |
| Year1 | $24,101,582 | Year1Amt |
| Year2 | $36,850,795 | Year2Amt |
| Year3 | $27,143,634 | Year3Amt |
| Total | $114,334,838 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $24,845,860 | CurrentYearAmt |
| Year1 | $22,595,521 | Year1Amt |
| Year2 | $21,614,768 | Year2Amt |
| Year3 | $16,308,693 | Year3Amt |
| Total | $85,364,842 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (106 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CAMP ASSOCIATION | ||||||
| 5000 STATE ROAD 67 NORTH | MARTINSVILLE | IN | 461519984 | PC | SPONSORSHIP-CAMPWELL LEVEL 1 TRAINING | $200,001 |
| AMERICAN INDIANS IN TEXAS AT THE SPANISH COLONIAL MISSIONS | ||||||
| 1616 E COMMERCE ST | SAN ANTONIO | TX | 78205 | PC | CACTUS BLOSSOM GALA | $2,500 |
| AMERICAN INDIANS IN TEXAS AT THE SPANISH COLONIAL MISSIONS | ||||||
| 1616 E COMMERCE ST | SAN ANTONIO | TX | 78205 | PC | PECAN HARVEST-TABLE SPONSORSHIP | $2,500 |
| AUSTIN COMMUNITY FOUNDATION | ||||||
| 4315 GUADALUPE ST STE 300 | AUSTIN | TX | 78751 | PC | TEXAS BEHAVIORAL FUNDERS GROUP SUPPORT | $2,500 |
| BOYS AND GIRLS CLUBS | ||||||
| 123 RALPH AVENUE | SAN ANTONIO | TX | 78207 | PC | YOUTH OF THE YEAR GALA CONTRIBUTION | $3,000 |
| BUSHONG MOUNTAIN PARK | ||||||
| 1107 PAYNE AVENUE | AUSTIN | TX | 78757 | PC | COMMUNITY GRANT | $60,000 |
| CAMP WOOD PUBLIC LIBRARY | ||||||
| PO BOX 138 | CAMP WOOD | TX | 78833 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $1,000 |
| CENTER FOR APPLIED SCIENCE & T | ||||||
| 200 E BASSE RD STE 201 | SAN ANTONIO | TX | 78209 | PC | CONTRIBUTION/CARE OF NICOLE AMRI | $2,500 |
| CENTER FOR HEALTH CARE SERVICES FOUNDATION | ||||||
| 6800 PARK TEN BLVD STE 200 S | SAN ANTONIO | TX | 78213 | PC | MEAL SPONSOR-BEHAVIOR HEALTH & WELLNESS | $2,500 |
| CITY OF SAN ANTONIO ATTN NEIGHBORHOOD & HOUSING SVCS DEPT | ||||||
| 1400 S FLORES ST | SAN ANTONIO | TX | 78205 | GOV | TO SUPPORT THE MISSION OF THE ORGANIZATION | $2,500 |
| CLARITY CHILD GUIDANCE CENTER | ||||||
| 8535 TOM SLICK | SAN ANTONIO | TX | 78229 | PC | CLARITYCON 2024 SPONSORSHIP | $15,000 |
| COMMUNITIES IN SCHOOLS OF SAN ANTONIO | ||||||
| 1045 CHEEVER BLVD SUITE 201 | SAN ANTONIO | TX | 78217 | PC | 2024 KEEPING KIDS IN SCHOOL-GRAD SPONS | $10,000 |
| COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY | ||||||
| 241 EARL GARRETT ST | KERRVILLE | TX | 78028 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $6,000 |
| COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY | ||||||
| 241 EARL GARRETT ST | KERRVILLE | TX | 78028 | PC | ARTS CAPACITY BUILDING | $3,000 |
| COMMUNITY HEALTH DEVELOPMENT INC | ||||||
| 908 S EVANS ST BLDG A | UVALDE | TX | 788016034 | PC | 1ST OF 3 YEAR PLEDGE-COMMUNITY ENGAGEMENT | $45,000 |
| COMMUNITY HEALTH DEVELOPMENT INC | ||||||
| 908 S EVANS ST BLDG A | UVALDE | TX | 788016034 | PC | 1ST OF 4 YEAR PLEDGE-BUILDOUT & FURNISHING | $100,000 |
| DIVIDE VOLUNTEER FIRE DEPARTMENT | ||||||
| 4180 HIGHWAY 41 | MOUNTAIN HOME | TX | 78058 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $1,000 |
| DOWNTOWN LEAKEY INC | ||||||
| PO BOX 441 | LEAKEY | TX | 78873 | PC | CONTRIBUTION: FESTIVAL OF LIGHTS | $2,000 |
| EMPOWER HOUSE SA | ||||||
| 801 N OLIVE | SAN ANTONIO | TX | 78201 | PC | COHORT | $75,000 |
| EMPOWER HOUSE SA | ||||||
| 801 N OLIVE | SAN ANTONIO | TX | 78201 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $3,000 |
| ESPERANZA PEACE AND JUSTICE CENTER | ||||||
| 922 SAN PEDRO AVE | SAN ANTONIO | TX | 78212 | PC | LEARNING LAB WORKING GROUP | $10,000 |
| FAMILY LIFE INTERNATIONAL MINISTRY | ||||||
| 5814 RITTIMAN PLAZA | SAN ANTONIO | TX | 78218 | PC | BALLIN | $2,500 |
| FRIENDS OF THE LIBRARY ASSOCIATION | ||||||
| P O BOX 488 | LEAKEY | TX | 78833 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $1,000 |
| FRIO CANYON EMS INC | ||||||
| P O BOX 803 | LEAKEY | TX | 78873 | PC | SONGS ON THE FRIO/CONTRIBUTION | $10,000 |
| GEMINI SERIES INC | ||||||
| 1111 NAVARRO ST | SAN ANTONIO | TX | 78205 | PC | EVENT SPONSORSHIP | $2,500 |
| GIRLS INC | ||||||
| 2214 BASSE ROAD | SAN ANTONIO | TX | 78213 | PC | STRONG, SMART, AND BOLD LUNCHEON | $1,000 |
| GOODHOOD | ||||||
| 525 ARTHUR ST 101 | SAN ANTONIO | TX | 78202 | PC | DJ PROGRAM SPONSORSHIP | $2,500 |
| HILL COUNTRY ALLIANCE | ||||||
| PO BOX 151675 | AUSTIN | TX | 78715 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $10,000 |
| HILLSIDE EARLY CHILDHOOD TUITI | ||||||
| 1700 WOODLAND AVE | AUSTIN | TX | 78741 | PC | ROUND TABLE COMMUNITY SURVEY | $100 |
| INNER CITY DEVELOPMENT | ||||||
| 1300 CHIHUAHUA | SAN ANTONIO | TX | 78207 | PC | FRIENDSHIP FESTIVAL CONTRIBUTION | $2,500 |
| INTERNATIONAL FACILITIES MANAGEMENT | ||||||
| 800 GESSNER RD STE 725 | HOUSTON | TX | 77024 | PC | ANNUAL FUNDRAISER | $500 |
| KEEP IT REAL BEAUTIFUL | ||||||
| PO BOX 831 | LEAKEY | TX | 78873 | PC | JULY JUBILEE STREET DANCE | $2,000 |
| LAITY LODGE FOUNDATION | ||||||
| PO BOX 290670 | KERRVILLE | TX | 78029 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $354,125 |
| LAITY RENEWAL FOUNDATION | ||||||
| PO BOX 290670 | KERRVILLE | TX | 78029 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $93,834 |
| LEAKEY ISD | ||||||
| P O BOX 1129 | LEAKEY | TX | 78873 | PC | GRANT SUPPORT-CHILD DEVELOPMENT CENTER | $95,000 |
| LEAKEY ISD | ||||||
| P O BOX 1129 | LEAKEY | TX | 78873 | PC | CONTRIBUTION FOR EARLY CHILDHOOD CTR TEA | $60,000 |
| LEAKEY ISD | ||||||
| P O BOX 1129 | LEAKEY | TX | 78873 | PC | CONTRIBUTION-PRE-K TEACHER | $14,000 |
| LEAKEY ISD VOLLEYBALL | ||||||
| P O BOX 1129 | LEAKEY | TX | 78873 | PC | GRANT-VOLLLEYFEST AND VOLLEYBALL CAMP | $500 |
| LEAKEY METHODIST CHURCH INCORPORATION | ||||||
| 419 N MARKET ST | LEAKEY | TX | 78873 | PC | FEED MY LAMBS | $2,000 |
| LEAKEY VOLUNTEER FIRE DEPARTMENT | ||||||
| P O BOX 250 | LEAKEY | TX | 788730250 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $7,000 |
| LIDERAMOS | ||||||
| 14085 IVANHOE CT | THORNTON | CO | 80602 | PC | THE NATIONAL LATIN-S.A PARTICIPANTS IN LEADERSHIP DEV. PRO | $5,000 |
| LIVELIKEJOHNNY FOUNDATION | ||||||
| PO BOX 1017 | JACKSBORO | TX | 76458 | PC | LIVE LIKE JOHNNY FOUNDATION CONTRIBUTIO | $500 |
| LONESTAR RENEGADES | ||||||
| 224 WOODCREEK DR | KERRVILLE | TX | 78028 | NC | EE COMMUNITY GRANT | $500 |
| MADONNA CENTER INC | ||||||
| 1906 CASTROVILLE RD | SAN ANTONIO | TX | 78237 | PC | 2024 CAPACITY BUILDING CONTRIBUTION | $17,000 |
| MAESTRO ENTREPRENEUR CENTER | ||||||
| 1811 S LAREDO STREET | SAN ANTONIO | TX | 78207 | PC | SPONSORSHIP | $2,500 |
| MAESTRO ENTREPRENEUR CENTER | ||||||
| 1811 S LAREDO STREET | SAN ANTONIO | TX | 78207 | PC | CHAIRWOMEN'S BREAKFAST | $2,000 |
| MUSICAL BRIDGES AROUND THE WORLD | ||||||
| 23705 FRONTAGE ROAD 101 | SAN ANTONIO | TX | 78257 | PC | THE GURWITZ COMPETITION CONTRIBUTION | $5,000 |
| NAMI GREATER SAN ANTONIO | ||||||
| 6800 PARK TEN BLVD 248-E | SAN ANTONIO | TX | 78213 | PC | 2024 PATHWAYS TO HOPE SPONSORSHIP | $5,000 |
| NAMI GREATER SAN ANTONIO | ||||||
| 6800 PARK TEN BLVD 248-E | SAN ANTONIO | TX | 78213 | PC | NAMI WALKS SPONSORSHIP | $2,500 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY INC | ||||||
| 1667 K STREET NW 550 | WASHINGTON | DC | 20006 | PC | 2024 LEADERSHIP CIRCLE CONTRIBUTION | $10,000 |
| N-CORE | ||||||
| P O BOX 5 | CAMP WOOD | CA | 78833 | PC | PROJECT COSTS | $14,000 |
| NEOTOPIA | ||||||
| 14811 HUEBNER RD | SAN ANTONIO | TX | 78231 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $1,000 |
| NUECES CANYON CONSOLIDATED IND | ||||||
| 200 E TAYLOR ST | BARKSDALE | TX | 78828 | PC | SUPPORT OF STUDENT WELLBEING, DISCRETIONARY | $20,000 |
| NUECES CANYON EMS | ||||||
| P O BOX 460 | CAMP WOOD | TX | 78833 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $1,000 |
| NUECES CANYON VOLUNTEER FIRE DEPARTMENT | ||||||
| P O BOX 552 | CAMP WOOD | TX | 78833 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $1,000 |
| PROJECT TRANSFORMATION RIO TEX | ||||||
| 16400 HUEBNER RD | SAN ANTONIO | TX | 78248 | PC | SPONSORSHIP-PARTNERS IN TRANSFORMATION | $1,500 |
| PROSPER WEST | ||||||
| P O BOX 37569 | SAN ANTONIO | TX | 78237 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $2,500 |
| PROSPER WEST | ||||||
| PO BOX 37569 | SAN ANTONIO | TX | 78237 | PC | SUPPORT FOR ESTAR WEST PROGRAM | $30,000 |
| PUBLIC HEALTH WATCH | ||||||
| 3908 AVENUE B 103 | AUSTIN | TX | 78751 | PC | 2024 GRANT-PUBLIC HEALTH WATCH | $100,000 |
| RCCMH | ||||||
| 140 W SUNSET RD | SAN ANTONIO | TX | 782092633 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $1,827,959 |
| REAL COUNTY EMERGENCY OPERATION | ||||||
| P O BOX 445 | LEAKEY | TX | 788730445 | GOV | TO SUPPORT THE MISSION OF THE ORGANIZATION | $2,000 |
| REAL COUNTY JR LIVESTOCK SHOW | ||||||
| PO BOX 163 | LEAKEY | TX | 788730163 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $1,000 |
| RESTORE EDUCATION | ||||||
| 4205 SAN PEDRO AVE | SAN ANTONIO | TX | 78212 | PC | SPELL DOWN THROW DOWN | $1,500 |
| RISE RECOVERY | ||||||
| 2803 MOSSROCK | SAN ANTONIO | TX | 78230 | PC | SPONSORSHIP | $2,500 |
| RIVERBEND CHURCH | ||||||
| 4214 N CAPITAL OF TX HWY | AUSTIN | TX | 78746 | PC | JOURNEY'S COMMUNITY SURVEY | $100 |
| ROOTEDGOOD | ||||||
| 280 THOMPSON DRIVE | KERRVILLE | TX | 78028 | PC | COLLAB-HOW TO PARTNER WELL | $9,515 |
| ROOTEDGOOD | ||||||
| 280 THOMPSON DRIVE | KERRVILLE | TX | 78028 | PC | DESIGN SPRINT / TOOL DESIGN | $50,000 |
| SA YOUTH | ||||||
| P O BOX 7844 | SAN ANTONIO | TX | 78207 | PC | COHORT | $75,000 |
| SA YOUTH | ||||||
| P O BOX 7844 | SAN ANTONIO | TX | 78207 | PC | CHIPS N SALSA SPONSORSHIP | $2,000 |
| SAAACAM | ||||||
| 218 S PRESA ST | SAN ANTONIO | TX | 78205 | PC | COMMUNITY GRANT/SPONSORSHIP | $40 |
| SALTEXCHANGE INC | ||||||
| 4809 AVENUE N SUITE 138 | BROOKLYN | NY | 11234 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $20,000 |
| SAN ANTO CULTURAL ARTS | ||||||
| 2120 EL PASO ST | SAN ANTONIO | TX | 78207 | PC | COHORT | $75,000 |
| SAN ANTO CULTURAL ARTS | ||||||
| 2120 EL PASO ST | SAN ANTONIO | TX | 78207 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $2,500 |
| SAN ANTONIO AFRICAN AMERICAN COMMUNITY MUSEUM AND ARCHIVE | ||||||
| 3737 BROADWAY SUITE 300 | SAN ANTONIO | TX | 78209 | PC | SPONSORSHIP | $2,000 |
| SAN ANTONIO AFRICAN AMERICAN COMMUNITY MUSEUM AND ARCHIVE | ||||||
| 3737 BROADWAY SUITE 300 | SAN ANTONIO | TX | 78209 | PC | LEGACY AWARDS BALL INSPIRATION SPONSORSH | $2,500 |
| SAN ANTONIO AREA FOUNDATION | ||||||
| 155 CONCORD PLAZA DR STE 301 | SAN ANTONIO | TX | 78216 | PC | HEBF SCHOLARSHIP FOR LEARNING & DEVELOPM | $4,000 |
| SAN ANTONIO EDUCATION PARTNERSHIP | ||||||
| 131 EL PASO STREET | SAN ANTONIO | TX | 78204 | PC | STAND UP FOR SUCCESS | $2,500 |
| SAN ANTONIO MINISTRIES | ||||||
| 2120 EL PASO ST | SAN ANTONIO | TX | 78207 | PC | GRANT-JOSHUA BUILD PROJECT | $1,000 |
| SAN ANTONIO REPORT | ||||||
| 711 NAVARRO ST 535 | SAN ANTONIO | TX | 78205 | PC | SPONSORSHIP -AFFORDABLE HOUSING | $7,500 |
| SAN ANTONIO REPORT | ||||||
| 711 NAVARRO ST 535 | SAN ANTONIO | TX | 78205 | PC | KNOW YOUR NEIGHBOR/WHERE I LIVE SPONSORS | $25,000 |
| SAY SI | ||||||
| 1310 SOUTH BRAZOS ST | SAN ANTONIO | TX | 78207 | PC | SMALL SCALE BIG IMPACT CONTRIBUTION | $2,500 |
| SAY SI | ||||||
| 1310 SOUTH BRAZOS ST | SAN ANTONIO | TX | 78207 | PC | COHORT | $75,000 |
| SCIENCE MILL | ||||||
| P O BOX L38 | JOHNSTON CITY | TX | 78636 | PC | LEAKEY ISD STEM CAMP & DISCOVERY CLUB CO | $8,577 |
| ST JUDES FOR CHILDREN | ||||||
| 5847 SAN FELIPE ST STE 2325 | HOUSTON | TX | 77057 | PC | TEXAS GRANT | $329 |
| STREET YOUTH MINISTRY OF AUSTIN | ||||||
| 3003 NORTHLAND DR | AUSTIN | TX | 78757 | PC | ROUND TABLE-COMMUNITY SURVEY | $100 |
| STUDENTS OF SERVICE INC | ||||||
| PO BOX 780674 | SAN ANTONIO | TX | 78278 | PC | COHORT | $75,000 |
| STUDENTS OF SERVICE INC | ||||||
| PO BOX 780674 | SAN ANTONIO | TX | 78278 | PC | EVENT SPONSORSHIP | $2,500 |
| THE GATHERING | ||||||
| 15 N ELLSWORTH AVE STE 220 | SAN MATEO | TX | 94401 | PC | SPONSORSHIP DINNER / CONFERENCE PROGRAMM | $15,000 |
| THE GOODHOOD | ||||||
| 525 ARTHUR STREET | SAN ANTONIO | TX | 78209 | PC | INCREDIBLE EASTER EGG DROP | $2,000 |
| THE GOODHOOD | ||||||
| 525 ARTHUR STREET | SAN ANTONIO | TX | 78209 | PC | SPONSORSHIP | $2,500 |
| THE GOODHOOD | ||||||
| 525 ARTHUR STREET | SAN ANTONIO | TX | 78209 | PC | WE LIVE HERE-SPONSOR | $5,000 |
| THE IMPACT GUILD | ||||||
| 708 W SUMMIT AVE | SAN ANTONIO | TX | 78212 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $12,000 |
| THE IMPACT GUILD | ||||||
| 708 W SUMMIT AVE | SAN ANTONIO | TX | 78212 | PC | GOOD FUTURES COHORT | $15,000 |
| THE LEMONADE CIRCLE | ||||||
| 6101 MERION WAY | SCHERTZ | TX | 78108 | PC | COHORT | $75,000 |
| THE LEMONADE CIRCLE | ||||||
| 6101 MERION WAY | SCHERTZ | TX | 78108 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $2,500 |
| THE NATIONAL INSTITUTE OF MEXICAN AMERICAN HISTORY OF CIVIL RIGHTS | ||||||
| 2123 BUENA VISTA ST | SAN ANTONIO | TX | 78207 | PF | MACRI LUNCHEON | $205 |
| THE NATIONAL INSTITUTE OF MEXICAN AMERICAN HISTORY OF CIVIL RIGHTS | ||||||
| 2123 BUENA VISTA ST | SAN ANTONIO | TX | 78207 | PF | GRANT: LEARNING LAB WORKING GROUP | $10,000 |
| UNITED WAY OF SAN ANTONIO | ||||||
| 700 S ALAMO ST | SAN ANTONIO | TX | 78205 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $1,000 |
| UPTOGETHER | ||||||
| P O BOX 71363 | OAKLAND | CA | 94612 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $109,553 |
| UVALDE CISD MOVING FORWARD FOUNDATION | ||||||
| P O BOX 106 | UVALDE | TX | 788020106 | PC | 2ND OF 2 INSTALLMENTS OF $500K PLEDGE | $250,000 |
| WACO FOUNDATION | ||||||
| 1224 AUSTIN AVE | WACO | TX | 76701 | PC | TEXAS RURAL FUNDERS COLLABORATION FUNDER | $5,000 |
| WACO FOUNDATION | ||||||
| 1224 AUSTIN AVE | WACO | TX | 76701 | PC | TEXAS RURAL FUNDERS COLLABORATION F | $5,000 |
| WESTSIDE FUTURE FUND INC | ||||||
| 970 JEFFERSON ST NW | ATLANTA | GA | 30318 | PC | TO SUPPORT THE MISSION OF THE ORGANIZATION | $10,000 |
| WILD RIDE MINISTRIES | ||||||
| 20842 US-290 | HARPER | TX | 78631 | PC | GRANT-ARK ENCOUNTER | $500 |
| WONDERS & WORRIES | ||||||
| 9101 BURNET RD SE | AUSTIN | TX | 78758 | PC | ROUND TABLE-COMMUNITY SURVEY | $100 |
| YWCA | ||||||
| 503 CASTROVILLE ROAD | SAN ANTONIO | TX | 78237 | PC | CONTRIBUTION-WOMEN OF INFLUENCE LUNCHEON | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,231,538 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COMMUNITY HEALTH DEVELOPMENT INC | ||||||
| 908 S EVANS ST BLDG A | UVALDE | TX | 788016034 | PC | EXPANDING ACCESS TO COMPREHENSIVE CARE-BUILDOUT AND FURNISHINGS | $300,000 |
| COMMUNITY HEALTH DEVELOPMENT INC | ||||||
| 908 S EVANS ST BLDG A | UVALDE | TX | 788016034 | PC | REAL COUNTY COMMUNITY ENGAGEMENT COORDINATOR POSITION | $90,000 |
| EMPOWER HOUSE SA | ||||||
| 801 N OLIVE ST | SAN ANTONIO | TX | 78202 | PC | GENERAL SUPPORT | $83,333 |
| LEMONADE CIRCLE | ||||||
| 6101 MERION WAY | SCHERTZ | TX | 78108 | PC | GENERAL SUPPORT | $83,333 |
| SA YOUTH | ||||||
| PO BOX 7844 | SAN ANTONIO | TX | 78207 | PC | GENERAL SUPPORT | $83,333 |
| SAN ANTO CULTURAL ARTS | ||||||
| 2120 EL PASO ST | SAN ANTONIO | TX | 78207 | PC | GENERAL SUPPORT | $83,333 |
| SAY SI | ||||||
| 1310 S BRAZOS STREET | SAN ANTONIO | TX | 78207 | PC | GENERAL SUPPORT | $83,333 |
| STUDENTS OF SERVICE INC | ||||||
| PO BOX 780674 | SAN ANTONIO | TX | 78278 | PC | GENERAL SUPPORT | $83,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $889,998 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,871,329 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,930,915 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $33,101,109 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,805,381 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PROPERTY TAX REFUND | 01 | $239,122 |
| MISCELLANEOUS INCOME | 01 | $21,541 |
| RECOVERY OF FOREIGN TAXES PAID | 01 | $20,816 |
| FEDERAL EXCISE TAX REFUND | 01 | $4,315 |
| REIMBURSEMENTS | 01 | $1,790 |
| VENDING MACHINE REVENUE | 01 | $768 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,930,915 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $49,066,171 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,997,086 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| HE BUTT GROCERY COMPANY | |||||||
| 1 | PO BOX 839999 | SAN ANTONIO | TX | 78283 | $541,445 | Yes (X) | |
| HOWARD BUTT III | |||||||
| 2 | PO BOX 290670 | KERRVILLE | TX | 78209 | $50,000 | Yes (X) | |
| LAITY RENEWAL FOUNDATION | |||||||
| 3 | PO BOX 290670 | KERRVILLE | TX | 78209 | $145,275 | Yes (X) | |
| STEPHEN BUTT | |||||||
| 4 | 4701 DREXEL DR | DALLAS | TX | 75205 | $50,000 | Yes (X) | |
| PATRICK CRAWFORD | |||||||
| 5 | PO BOX 290670 | KERRVILLE | TX | 78209 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | FOOD, GROCERIES, AND SUPPLIES TO SUPPORT CHRISTIAN RETREAT CENTER AND CAMP. | NoncashPropertyDesc |
| Fair Market Value | $541,445 | FairMarketValueAmt |
| Received | 2024-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP AND AUDIT FEES | CategoryTxt |
| Amt | $197,149 | Amt |
| Net Investment Income | $93,575 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $98,575 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $98,574 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EDGEWOOD | $27,748,898 | $28,875,307 |
| WCM FOCUSED | $7,369,126 | $11,000,113 |
| JOHN HANCOCK | $35,341,807 | $33,078,833 |
| LORD ABBET | $27,337,845 | $25,700,136 |
| WESTERN ASSET | $92,272 | $88,495 |
| CAL DIVE I TITLE | $40,007 | $33,908 |
| CALIF WATER SRVC | $92,746 | $70,304 |
| DELTA AIR LINES | $70,286 | $61,292 |
| FEDEX 2020 1 CLASS | $51,879 | $42,461 |
| HEALTHSOUTH CORP | $24,145 | $20,969 |
| HOWMET AEROSPACE INC | $99,875 | $92,812 |
| LULWA LTD | $4,711 | $5,916 |
| PETROLEOS MEXICANOS | $17,354 | $11,569 |
| RELIANCE INDUSTRIES | $22,824 | $17,294 |
| S B A GTD DEV PART 4.29431% | $22,174 | $16,696 |
| TENASKA GEORGIA DEB | $30,708 | $22,725 |
| UNION PACIFIC CORP | $3,473 | $337 |
| UNION PACIFIC RR CO | $21,846 | $11,438 |
| PIMCO INTL BD FD US DOL-HEDGED INST | $2 | $2 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $517,028 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $458,095 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $495,110 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $420,332 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (74 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADAMS STREET CO-INVESTMENT FUND V | AT COST | $4,750,000 | $6,434,338 |
| AG CORE PLUS REALTY FUND IV | AT COST | $2,281,042 | $1,484,459 |
| ARBORETUM VENTURES VI | AT COST | $1,487,393 | $1,479,676 |
| ARBOUR LANE CREDIT OPPORTUNITY FUND III | AT COST | $5,694,784 | $5,900,131 |
| ARTISAN GLOBAL EQUITY FUND | AT COST | $36,633,556 | $37,320,613 |
| BAIN CAPITAL SPECIAL SITUATIONS ASIA II | AT COST | $2,900,000 | $3,805,149 |
| BLACKROCK TRUST MSCI EAFE FUND | AT COST | $35,951,548 | $37,450,806 |
| BLACKROCK TRUST R300 FUND | AT COST | $80,108,918 | $85,202,212 |
| BLUE LAKE CAPITAL FUND III | AT COST | $1,711,634 | $2,327,618 |
| BLUE LAKE CAPITAL OPPORTUNITY FUND I | AT COST | $1,054,912 | $870,692 |
| BOW RIVER CAPITAL RE III | AT COST | $5,048,398 | $4,796,436 |
| CARVAL CREDIT VALUE FUND | AT COST | $3,464,329 | $2,974,781 |
| CD&R FUND XII | AT COST | $2,068,629 | $2,817,003 |
| CH-IP PX3 (ALAMO), LLC | AT COST | $2,761,657 | $4,124,975 |
| COHO FUND | AT COST | $29,621,600 | $31,827,885 |
| COLLINS CAPITAL LOW VOLATILITY | AT COST | $12,460 | $9,340 |
| CORAL TREE PARTNERS, LP | AT COST | $1,640,018 | $2,290,472 |
| CROW HOLDINGS REALTY PARTNERS X, LP | AT COST | $2,132,199 | $2,064,634 |
| CROWN DISCOVERY OPPORTUNITIES S.C.SP. | AT COST | $1,015,000 | $795,494 |
| CROWN GROWTH OPPORTUNITIES EUROPE | AT COST | $4,397,693 | $6,311,862 |
| DCM PRIVATE EQUITY FUND III | AT COST | $297,977 | $777,891 |
| EMERGING (FREE) MARKETS COUNTRY FUND | AT COST | $19,962,485 | $20,611,902 |
| EMK CAPITAL PARTNERS | AT COST | $2,511,281 | $3,427,280 |
| FRONTENAC XII PRIVATE CAPITAL | AT COST | $4,475,144 | $5,541,092 |
| GEORGIAN PARTNERS GROWTH FUND IV | AT COST | $3,344,169 | $4,658,137 |
| GLENDOWER CAPITAL SECONDARY FUND IV | AT COST | $2,211,353 | $3,209,552 |
| GLOUSTON (FORMERLY PERMAL) PRIVATE EQUITY FUND | AT COST | $0 | $86,898 |
| GOLDENTREE DISTRESSED FUND III | AT COST | $0 | $1,494,278 |
| GOLDENTREE DISTRESSED FUND IV | AT COST | $1,334,958 | $2,384,162 |
| GOLDENTREE DISTRESSED COINVEST FUND III | AT COST | $495,000 | $1,571,129 |
| GQG PARTNERS GLOBAL EQUITY FUND | AT COST | $28,792,977 | $36,801,096 |
| GRAIN COMMUNICATIONS OPPORTUNITY FUND IV | AT COST | $1,970,340 | $1,923,789 |
| ICG EUROPE FUND | AT COST | $2,772,762 | $3,304,483 |
| INSIGNIA CAPITAL PARTNERS L.P. | AT COST | $1,613,730 | $2,316,711 |
| IPI PARTNERS III (NAME CHANGE "BLUE OWL INFRASTRUCTURE FUND III) | AT COST | $1,385,343 | $2,030,338 |
| KAYNE PRIVATE ENERGY INCOME FUND | AT COST | $1,354,630 | $2,517,432 |
| KAYNE PRIVATE ENERGY INCOME FUND III | AT COST | $547,491 | $648,408 |
| KLCP OFFSHORE FUND II | AT COST | $4,005,689 | $6,156,561 |
| KLCP OFFSHORE FUND III | AT COST | $4,214,808 | $5,242,178 |
| LINDSELL TRAIN GLOBAL EQUITY LLC | AT COST | $34,972,462 | $37,311,360 |
| LIVEOAK FUND I | AT COST | $1,116,164 | $1,241,995 |
| LIVEOAK VENTURE PARTNERS III | AT COST | $864,211 | $1,323,165 |
| LUTHER KING PRIVATE DISCIPLINE | AT COST | $3,276,612 | $9,013,041 |
| MADISON REALTY CAPITAL DEBT FUND | AT COST | $4,696,992 | $2,996,914 |
| METROPOLITAN REAL ESTATE | AT COST | $495,475 | $556,389 |
| MONROE CAPITAL | AT COST | $3,770,586 | $3,579,236 |
| MONTAUK TRIGUARD FUND VI | AT COST | $727,173 | $685,870 |
| NCS GLOBAL FUND | AT COST | $31,353,561 | $36,669,569 |
| NORTHERN TRUST TIPS | AT COST | $13,862,813 | $12,681,358 |
| OAKTREE REAL ESTATE | AT COST | $1,876,823 | $1,336,458 |
| PARTNERS GROUP DIRECT EQUITY | AT COST | $1,482,080 | $3,998,906 |
| PARTNERS GROUP DIRECT EQUITY V | AT COST | $1,003,280 | $1,166,412 |
| POLUNIN COMMINGLED FUNDS | AT COST | $10,428,169 | $10,853,051 |
| RADICAL VENTURES GROWTH FUND I | AT COST | $526,711 | $502,185 |
| RANGER INVESTMENT MANAGEMENT | AT COST | $22,766,530 | $27,535,242 |
| SEARCHLIGHT CAPITAL III, LP | AT COST | $1,879,756 | $3,833,566 |
| SEARCHLIGHT CAPITAL III (FC) AIV, LP | AT COST | $403,200 | $1,472,658 |
| SEARCHLIGHT CAPITAL III FEY, LP | AT COST | $17,146 | $0 |
| SEARCHLIGHT CAPITAL III OPT, LP | AT COST | $1,136,034 | $1,746,713 |
| SPICEWOOD MINERAL PARTNERS FUND II, LP | AT COST | $1,667,808 | $1,821,396 |
| SSGA STATE STREET TREASURY INDEX FUND | AT COST | $37,723,801 | $35,770,054 |
| STEPSTONE VC OPPORTUNITIES III | AT COST | $608,456 | $679,336 |
| STEPSTONE VC SECONDARIES IV | AT COST | $4,014,370 | $5,512,321 |
| STEPSTONE VC SECONDARIES FUND V | AT COST | $9,193,400 | $10,716,563 |
| THOMA BRAVO FUND XV-A | AT COST | $7,206,310 | $10,206,938 |
| TIGER INFRASTRUCTURE PARTNERS FUND III | AT COST | $2,778,081 | $5,345,979 |
| TORTOISE COMMINGLED MLP FUND | AT COST | $2,625,670 | $3,812,024 |
| TOWNSQUARE REAL ESTATE ALPHA FUND | AT COST | $490,723 | $101,847 |
| TRIVE CAPITAL | AT COST | $2,462,723 | $7,314,653 |
| UBS EMERGING MARKETS | AT COST | $18,740,670 | $15,559,174 |
| VANCE STREET CAPITAL III | AT COST | $3,860,553 | $6,200,346 |
| VOLTA ENERGY STORAGE FUND II | AT COST | $1,178,178 | $868,974 |
| VWH OFFSHORE FUND | AT COST | $1,237,530 | $2,385,824 |
| WGI DEVELOPED MARKETS EX-US FUND | AT COST | $14,720,635 | $17,197,352 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $71,658 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $71,658 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK | $15,000 | $39,000 | $39,000 |
| MISCELLANEOUS INVESTMENT ASSETS | -$1,261,590 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REPAIRS/MAINTENANCE | $1,369,236 | $0 | $0 | $1,369,236 |
| SUPPLIES | $708,506 | $0 | $0 | $708,506 |
| TELEPHONE & UTILITIES | $416,428 | $0 | $0 | $416,428 |
| OTHER PURCHASES | $413,845 | $0 | $0 | $413,845 |
| COMPUTER/IT EXPENSE | $378,355 | $0 | $0 | $378,355 |
| DUES & SUBSCRIPTIONS | $330,184 | $0 | $0 | $330,184 |
| GENERAL INSURANCE | $321,018 | $0 | $0 | $321,018 |
| PROMOTION | $227,662 | $0 | $0 | $227,662 |
| STAFF RECRUITING/HIRING | $153,377 | $0 | $0 | $153,377 |
| CONFERENCES/EDUCATION | $150,017 | $0 | $0 | $150,017 |
| SPECIAL EVENTS | $127,937 | $0 | $0 | $127,937 |
| ENVIRONMENTAL STEWARDSHIP | $68,755 | $0 | $0 | $68,755 |
| FOOD AND GROCERIES | $40,831 | $0 | $0 | $40,831 |
| WEBSITE MAINTENACE | $35,449 | $0 | $0 | $35,449 |
| GROUP SUPPORT | $28,680 | $0 | $0 | $28,680 |
| MISCELLANEOUS EXPENSE | $26,436 | $0 | $0 | $26,436 |
| PROJECTS AND RESEARCH | $17,931 | $0 | $0 | $17,931 |
| POSTAGE AND SHIPPING | $5,726 | $0 | $0 | $5,726 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $33,101,109 | $9,967,339 | $9,969,628 |
| PARTNERSHIP INCOME - UBTI | $2,930,915 | $0 | $2,930,915 |
| PROPERTY TAX REFUND | $239,122 | $239,122 | |
| MISCELLANEOUS INCOME | $21,541 | $21,541 | $21,541 |
| RECOVERY OF FOREIGN TAXES PAID | $20,816 | $20,816 | $20,816 |
| FEDERAL EXCISE TAX REFUND | $4,315 | $4,315 | |
| REIMBURSEMENTS | $1,790 | $0 | |
| VENDING MACHINE REVENUE | $768 | $768 | $768 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTANT FEES | $1,095,827 | $630,016 | $630,016 | $465,811 |
| INVESTMENT MANAGEMENT FEES | $787,869 | $787,869 | $787,869 | $0 |
| VIDEO AND PHOTOGRAPHY SERVICES | $77,121 | $0 | $0 | $77,121 |
| CONTRACTOR FEES | $34,635 | $0 | $0 | $34,635 |
| WRITER SERVICES | $11,500 | $0 | $0 | $11,500 |
| WEB DEVELOPMENT SERVICES | $689 | $0 | $0 | $689 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAITY RENEWAL FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 290670 | AddressLine1Txt |
| City | KERRVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 780290670 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742749249 | EIN |
| Desc | CONTRIBUTION | Desc |
| Amt | $93,834 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,275 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| LAITY RENEWAL FOUNDATION | ||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | 742749249 | CHARITABLE GRANT PAYMENT | $93,834 |
| LAITY LODGE FOUNDATION | ||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | 741502152 | CHARITABLE GRANT PAYMENT | $354,125 |
| RESOURCE CENTER FOR CONGREGATIONAL MENTAL HEALTH | ||||||
| 140 W SUNSET RD | SAN ANTONIO | TX | 78209 | 883764967 | CHARITABLE GRANT PAYMENT | $1,827,958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,275,917 | TotalAmt |