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MOODY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MOODY FOUNDATION (EIN 74-1403105)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-11
IRS object ID
202523159349100442
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)
Return2025-11-11T13:44:27-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760269860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blazek & VetterlingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 Weslayan Suite 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN741403105EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Moody FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMOODBusinessNameControlTxt
Phone4097971500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12302 Post Office Street 704AddressLine1Txt
CityGalvestonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77550ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFrances A Moody-DahlbergPersonNm
Person TitleTrusteePersonTitleTxt
Phone4097971500PhoneNum
Signature2025-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKurt CoburnPreparerPersonNm
PTINP01638285PTIN
Phone7134395739PhoneNum
Preparation2025-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,075,782,775FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,209,711,666ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,049,982InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,049,982InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,363,849DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,363,849DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$114,627,670NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$226,665,260GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$113,634,309CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$78,584,727OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$78,530,699OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,432,337,894TotalRevAndExpnssAmt
Total Net Invst Incm$221,578,839TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$586,578CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$166,615CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$419,963CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,660,338OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$268,975OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,391,363OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$690,830PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$111,914PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$578,916PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$294,532LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$90,580LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$203,952LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$78,975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$30,590AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$47,385AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,866,288OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,698,944OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$167,344OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,956,754TaxesRevAndExpnssAmt
Taxes Net Invst Incm$545,082TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$69,395DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$11,242DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$132,306OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$21,434OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$110,872OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$81,483TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$13,200TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$68,283TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$13,264,259OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,423,983OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$840,231OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,681,738TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,382,559TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,828,309TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$121,331,301ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$121,331,301ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$145,013,039TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,382,559TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$125,159,610TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,287,324,855ExcessRevenueOverExpensesAmt
Net Investment Income$204,196,280NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$51,506,911CashBOYAmt
Cash EOY$23,889,790CashEOYAmt
Cash EOYFMV$23,889,790CashEOYFMVAmt
Sav And Temp Cash Invst BOY$41,399,360SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$444,348,366SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$444,348,366SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$2,950,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$2,950,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$2,950,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$2,950,000OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$148,474,702USGovernmentObligationsBOYAmt
US Government Obligations EOY$145,858,382USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$139,086,024USGovtObligationsEOYFMVAmt
Corporate Stock BOY$166,390,264CorporateStockBOYAmt
Corporate Stock EOY$139,354,439CorporateStockEOYAmt
Corporate Stock EOYFMV$198,197,950CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$62,350,457CorporateBondsEOYAmt
Corporate Bonds EOYFMV$59,898,618CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$1,500,308InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$1,500,308LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$1,500,308LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$67,254,642LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$1,815,995,886OtherInvestmentsBOYAmt
Other Investments EOY$2,714,290,938OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,138,458,714OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,475,476LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,296,305LandBldgEquipAccumDeprecAmt
Land BOY$95,115LandBOYAmt
Land EOY$179,171LandEOYAmt
Land EOYFMV$179,171LandEOYFMVAmt
Other Assets BOY$51,700OtherAssetsBOYAmt
Other Assets EOY$42,500OtherAssetsEOYAmt
Other Assets EOYFMV$1,519,500OtherAssetsEOYFMVAmt
Total Assets BOY$2,228,364,246TotalAssetsBOYAmt
Total Assets EOY$3,534,764,351TotalAssetsEOYAmt
Total Assets EOYFMV$4,075,782,775TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,541,546,438NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,201,039,215NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$686,817,808DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$1,333,725,136DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,228,364,246TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,534,764,351TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,228,364,246TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,534,764,351TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,228,364,246TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,287,324,855ExcessRevenueOverExpensesAmt
Other Increases$19,075,250OtherIncreasesAmt
Subtotal$3,534,764,351SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,534,764,351TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly traded securities$124,744,453$112,037,590$12,706,863$12,706,863
Passthrough K-1 capital gain$100,927,446$100,927,446$100,927,446
FieldValueIRS element (for citing)
Capital Gain Net Income$113,634,309CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,838,328InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,838,328SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,838,328TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,040,809EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$971,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,011,809TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$173,481OverpaymentAmt
Applied To ES Tax$173,481AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Addresswww.moodyf.orgWebsiteAddressTxt
Individual With BooksGarrik AddisonIndividualWithBooksNm
Phone4097971500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12302 Post Office StreetAddressLine1Txt
CityGalvestonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77550ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnYes (1)SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Frances A Moody-Dahlberg
2302 Post Office Street 704GalvestonTX77550Trustee/Chair/CEO/President37.50$214,973$96,536$12,170
Ross R Moody
2302 Post Office Street 704GalvestonTX77550Trustee/Vice Chair10.00$100,250$0$0
Elizabeth Moody
2302 Post Office Street 704GalvestonTX77550Trustee/Sec/Treas/Sr VP/Grants/CCO47.50$271,355$47,501$3,600

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
Chris Lamm
2302 Post Office Street 704GalvestonTX77550Senior VP, COO37.50$330,000$57,941$0
Garrik C Addison
2302 Post Office Street 704GalvestonTX77550Senior VP, CFO37.50$286,000$84,096$12,799
Courtney Rogers
2302 Post Office Street 704GalvestonTX77550VP, Education37.50$145,180$66,563$0
Angela Blair
2302 Post Office Street 704GalvestonTX77550Dir, Education37.50$131,274$54,357$0
John Kirwin
2302 Post Office Street 704GalvestonTX77550IT Systems Administr37.50$108,606$52,655$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k7OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
NEPC LLC
255 State StreetBostonMA02109Investment advisory$665,574
Moody National Bank
2302 Post Office StreetGalvestonTX77550Banking and trust services$504,208
Granahan Investment Management LLC
404 Wyman St Ste 460WalthamMA02451Investment management$499,339
Segall Bryant & Hamill LLC
540 West Madison Street Ste 1900ChicagoIL60661Investment management$433,172
JP Morgan
707 Travis Street 11th Floor NorthHoustonTX77002Investment management$297,466
FieldValueIRS element (for citing)
Contractor Paid Over50k6ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$383,860,822AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$475,062,078AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,646,791,696FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,505,714,596TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,505,714,596AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$52,585,719CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,453,128,877NetVlNoncharitableAssetsAmt
Minimum Investment Return$172,656,444MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$172,656,444MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,838,328TaxBasedOnInvestmentIncomeAmt
Income Tax$54,395IncomeTaxAmt
Total Tax$2,892,723TotalTaxAmt
Distributable Before Adj$169,763,721DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$169,763,721DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$169,763,721DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$125,159,610ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$125,159,610QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$169,763,721DistributableAsAdjustedAmt
Undistributed Income PY$110,414,883UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$125,159,610QualifyingDistributionsAmt
Applied To Year1$110,414,883AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$14,744,727AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$155,018,994UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient Personmoodyforgapplication-process moodysRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12302 Post Office StreetAddressLine1Txt
CityGalvestonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77550ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4097971500RecipientPhoneNum
Form And Info And MaterialsGrant applications should be submitted at Moodyf.org. Moody Scholars program applicants should visit Moodyf.org for eligibility and application details.FormAndInfoAndMaterialsTxt
Submission DeadlinesApplications accepted on ongoing basis. Must be received 11/30 of student's high school senior year.SubmissionDeadlinesTxt
Restrictions On AwardsGrant awards must be expended in Texas. See website(s) above for details regarding eligibility and application instructions for grants and scholarships.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (373 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
212 Catalysts
PO Box 143593AustinTX78714N/APCHelp hire an Executive Director and grow capacity for the African American Leadership Institute$50,000
Abide Womens Health Center Inc
PO Box 152243DallasTX75215N/APCAssistance with Expanding the Easy Access Clinic in South Dallas$100,000
Abilene Christian University
ACU Box 29130AbileneTX796999130N/APCAssistance completing second and final phase of renovations to Moody Coliseum$1,800,000
Achilles International Inc
315 West 39th St Ste 205New YorkNY10018N/APCHelp boost participation of people with disabilities in health-focused, inclusive sports in Texas$75,000
After School All-Stars
2902 Swiss AveDallasTX75204N/APCAid growth of after-school programs at Spence Middle to raise academic performance$33,334
Alcohol Drug Abuse Women's Center Inc
201 1st StGalvestonTX77550N/APCSupport updates to finance systems, cybersecurity, building repairs, and staffing transitions$50,000
Alliance for Women and Children
1350 N 10th StAbileneTX796014140N/APCAssistance with Project Description A-Teens Reimagined$10,000
Altacair Foundations
4900 W Expressway 83 Ste 138McAllenTX78501N/APCAssistance with the Colonia Elevation Program$40,000
Amarillo Area Foundation Inc
919 S Polk StAmarilloTX79101N/APCSupport transport and outreach to involve rural schools in 2024 EPIC Success Career Expo events$25,000
Amarillo Area Foundation Inc
919 S Polk StAmarilloTX79101N/APCAssistance with relief in the Texas Panhandle from the wild fires$100,000
Ambassador Prep Academy
5001 Ave UGalvestonTX77551N/APCAssistance with Back to School Supplies$2,000
American Cancer Society Inc
3838 Oak Lawn Ave Ste 700DallasTX75219N/APCAssistance with the 2024 Cattle Baron's Ball on Sept. 28, 2024$100,000
American National Red Cross
431 18th St NWWashingtonDC20006N/APCAssistance with the Sickle Cell Initiative in the State of Texas$150,000
Any Baby Can of Austin Inc
6207 Sheridan AveAustinTX78723N/APCSupport case management for children and families needing hearing, medical, and financial aid$30,000
Arc of the Capital Area
1106 Clayton Ln Ste 215EAustinTX787231086N/APCHelp expand art and education programs for people with intellectual and developmental needs$40,000
Art Museum of Southeast Texas
POBox 3703BeaumontTX77704N/APCAssistance with AMSET Education Programs for Children$25,000
Arthur M Blank Center for Stuttering Education and Research
2504 B Whitis Ave CMB 3102AustinTX78712N/AGOVExpand Camp Dream. Speak. Live. to promote communication skills for students statewide$50,000
Artist Boat
13330 Settegast RdGalvestonTX77554N/APCAssist to sponsor Float the Boat 2025 - Art Boat Float$5,000
Arts Council Wichita Falls Area Inc
1300 LamarWichita FallsTX76301N/APCAssistance with funding for an art teaching and an arts program$20,000
Artspace Projects Inc
250 Third Ave N Ste 400MinneapolisMN554012863N/APCHelp maintain affordable housing for artists by finishing restoration of the 1896 building in Galveston, Texas$100,000
Assistance League of Austin Texas Inc
4901 Burnet RdAustinTX78756N/APCAssistance in providing supplies, materials, equipment and furnishings to Title 1 schools$35,000
Association of Fundraising ProfessionalsGreater Austin Chpt
3305 Steck Ave Ste 200AustinTX78757N/APCAssistance with the Each & Everyone Philanthropy Day 2024 held on 04/20/24$5,000
Austin Center For Grief & Loss
2413 Greenlawn ParkwayAustinTX78757N/APCAssistance in expanding services and support groups to those who are experiencing grief$25,000
Austin Child Guidance Center
810 West 45th StAustinTX78751N/APCAssistance in providing families with equal access to high quality mental health care$50,000
Austin Children's Museumdba Thinkery
1830 Simond AveAustinTX78723N/APCSupport Thinkery Del Valles model for early learning through school-community partnerships$250,000
Austin Community Foundation
211 E Alpine Rd Ste 400AustinTX78704N/APCMatch up to $10,000 raised for 26 local charities joining the Austin Marathon Gives program$265,200
Austin Diaper Bank
2210 Denton Dr Ste 103AustinTX78758N/APCAssistance in purchasing diapers, wipes and supplies to over 35,000 families in need$25,000
Austin Groups for the Elderly
3710 Cedar St Box 2AustinTX78705N/APCAssistance towards programs and services currently expanding into South Austin$50,000
Austin Public Education Foundation
4000 S IH 35 Frontage RdAustinTX78704N/APCAssistance with the Austin Ed Fund: Early Literacy Initiative$500,000
Austin Theatre Alliance
713 Congress AveAustinTX78701N/APCHelp engage Title I students in Story Wranglers to improve literacy through creative writing$25,000
Austin Theatre Alliance
713 Congress AveAustinTX78701N/APCAssistance with the 2024-25 Story Wranglers Program$30,000
Austin Together Fund
1901 Romeria DrAustinTX78757N/APCAssistance with supporting formal collaborations and alliances among non-profits in the community$50,000
Austin Voices for Education and Youth
5221 Ledesma RdAustinTX78721N/APCAssistance with the Austin Voices Pathways to Prosperity Initiative$400,000
Avance Dallas Inc
2060 Singleton Blvd Ste 103DallasTX75212N/APCAssistance with the 2024 Parent-Child Education Program$49,800
Avance Inc
824 Broadway St Ste 204San AntonioTX78215N/APCAssistance with the Expansion of AVANCE's ParentChild Education Program$1,000,000
Ballroom Cultural Arts Foundation
PO BOX 1661MarfaTX79843N/APCSupport 3 years of education, residencies, and youth music for Ballroom Marfas 20th year$33,333
Bastrop County Emergency Food Pantry
806 Fayette StBastropTX78602N/APCHelp build a regional food pantry serving surrounding counties in need of food access$250,000
Bay Area Habitat Houston
1115 Gemini St Ste 174HoustonTX77058N/APCSupport creation of two affordable homes in Texas City for low-income families in Galveston$150,000
Bay Area Rehabilitation Center
5313 Decker DrBaytownTX77520N/APCHelp expand Patsys Destiny all-abilities playground for public accessible recreation$75,000
Bay Area Turning Point Inc
210 South Walnut StWebsterTX77598N/APCSupport shelter and counseling for women and children escaping domestic violence in Galveston area$35,000
Baylor Health Care System Foundation dba Baylor Scott & White Dallas Fdn
PO Box 650823DallasTX75265N/APCGeneral Support$350,000
Bellville Independent School District
518 S Mathews StBellvilleTX77418N/AGOVAssistance with the final phase of the Learner Portfolio$200,000
Berkman Elementary PTA
400 W Anderson AveRound RockTX786644308N/APCHelp purchase Berkman Bee Book Nook to inspire literacy through book vending machine access$10,150
Better Parks For Galveston
527 21st St 76GalvestonTX77550N/APCAssistance with support of the May 16, 2024 A Party for the Parks$5,000
Big Brothers Big Sisters Gulf Coast
1021 61st St Ste A600GalvestonTX77551N/APCAssist to sponsor Bowl for Kid's Sake Campaign 2024$5,000
Big Brothers Big Sisters Of Central Texas Inc
4800 Manor Rd Bldg KAustinTX78723N/APCAssistance with the One to One Mentoring Program$75,000
Big Thought
1409 Botham Jean Blvd Ste 1015DallasTX75215N/APCAssistance with the Learning Pathways: Skills Building Powered by Relationships project$150,000
Blanton Museum
1 University StationAustinTX78712N/AGOVAssist to sponsor Gala 2024$100,000
Bold Idea Inc
PO Box 140904DallasTX75214N/APCAssistance with the Coding Clubs: Expanding Access to Computer Science in Dallas ISD project$25,000
Boys & Girls Club Of Northeast Texas Inc
PO Box 1876GreenvilleTX75403N/APCAssistance with the Better Than Ever: Health & Wellness Program$50,000
Boys & Girls Clubs Of San Antonio Texas
123 Ralph AveSan AntonioTX78204N/APCAssistance with providing quality after-school activities$75,000
Boys and Girls Clubs of Austin & Travis County
6648 Ed Bluestein BlvdAustinTX78723N/APCAssistance in providing academic support throughout the school year and summer$150,000
Boys and Girls Clubs of Greater Houston Inc
Inc 815 Crosby StHoustonTX77019N/APCSupport Galveston Teen Club operations and upgrades to the Johnny Mitchell Branch facility$250,000
Breakthrough Central Texas
1050 East 11th St Ste 350AustinTX78702N/APCAssistance with scaling first-generation college student success$1,000,000
Breakthrough Houston
2401 Claremont LnHoustonTX77019N/APCAssistance with Operating Support for BTH Programming$50,000
Bridgehaven Children's Advocacy Center
2601 N WinfreeDaytonTX77535N/APCSupport counseling access for abused and neglected children by funding added therapy sessions$40,000
Broadway Dallas Inc fka Dallas Summer Musicals Inc
909 1st AveDallasTX75210N/APCHelp provide theater arts for 6,700 students, train 225 teachers, and stream shows to 30,000$100,000
Brownsville Society for Crippled Children Inc
1901 E 22ndBrownsvilleTX78521N/APCFund two years of reduced fees for underinsured families in Cameron Countys care programs$150,000
Bryan Educational The Bryan Museum
1315 21st StGalvestonTX77550N/APCAssistance with the 2024 Coastal Cowboys Gala, 04/06/24$5,000
Buckner Children and Family Services
700 North Pearl St Ste 1200DallasTX75201N/APCSupport Family Hope Centers in Dallas to strengthen stability and reduce child poverty impacts$50,000
Camp Allen
18800 FM 362NavasotaTX77868N/APCAssitance toward Back to Nature Campaign$50,000
Camp Aranzazu Foundation
5420 Loop 1781RockportTX77098N/APCFund the $10M Resiliency Fund to maintain camp facilities and cover costs for low-income youth$50,000
Camp For All Foundation
3701 Kirby Dr Ste 570HoustonTX77098N/APCHelp build a second camp to meet demand for medical-ready camping facilities and programs$333,333
Candlelight Ranch Foundation
PO Box 26367AustinTX78755N/APCSupport nature-based learning for 35+ nonprofits and schools serving youth programs$35,000
Candlelighters of El Paso Inc
1400 Hardaway Ste 206El PasoTX799033128N/APCAssistance for Living Everyday$20,000
Caritas of Austin
PO Box 1947AustinTX787671947N/APCAssistance in supportive housing for individuals facing chronic homelessness$50,000
Carsons Village
2904 Floyd StDallasTX75204N/APCAssistance for Supporting Children in Schools Program$25,000
Casa Esperanza Incdba Hope House of Austin
PO Box 457Liberty HillTX78642N/APCAssistance in purchasing a new van for the IDD clients living in the home$65,000
Catch Up & Read Inc
3001 Knox St Ste 405DallasTX752054027N/APCAssistance with the Gowing Confident Readers and Teachers project$150,000
Center for Applied Science & Technology Network
200 E Basse Rd Ste 201San AntonioTX78209N/APCAssistance with CAST Schools$200,000
Center for Child Protection
8509 FM 969 Bldg 2AustinTX78724N/APCAssistance in the general operations to prevent child abuse through education services$150,000
Center for Pursuit
4400 Harrisburg BlvdHoustonTX77011N/APCAssistance with the Pathway to Employment for Youth with Autism project$30,000
Charles Butt Foundation
200 E Basse Rd Ste 201San AntonioTX782094490N/APOFAssistance with the TXRL Program$1,863,500
Child Care Associates
3000 E Belknap StFort WorthTX761114142N/APCAssistance with the Center for the Early Educator project$150,000
Child Poverty Action Lab
1808 S Good Latimer ExpyDallasTX75226N/APCAssistance expanding the Trust Her program of accessible contraception$600,000
Children's Advocacy Center of Big Bend
PO Box 2016AlpineTX79831N/APCExpand family advocacy to underserved West Texas counties for specialized forensic interviews$75,000
Children's Advocacy for Rockwell County
1350 E Washington StRockwallTX75087N/APCAssistance with the mental health counselor expansion$40,000
Children's Medical Center Foundation
2777 N Stemmons Fwy Ste 1700DallasTX75207N/APCGeneral support$3,313,577
Chinati Foundation
PO Box 1135 1 Calvary RowMarfaTX79843N/APCAssistance with Operating Support for Education Programming$50,000
City of Amarillo Public Health Dept
1000 Martin RdAmarilloTX79107N/AGOVAssistance with the Safe Kids Program - Safe Sleep Initiative$20,000
City Year Inc
3000 Pegasus Park Dr Ste 730DallasTX75247N/APCFund 20222023 Whole School Whole Child mentoring and assistance program operations$50,000
City Year Inc
3000 Pegasus Park Dr Ste 730DallasTX75247N/APCAssistance with City Year Dallas - Teacher Pipeline Program$50,000
CitySquare Paris
2515 Bonham StParisTX75460N/APCAssistance over a two year period with operational and transitional expenses$80,000
CitySquare
1610 S Malcolm X BlvdDallasTX75226N/APCHelp uninsured Dallas residents access healthcare and insurance for better long-term health$50,000
Coleman ISD
2302 S Commercial AveColemanTX76834N/AGOVAssistance with the Coleman ISD Work-Based Learning and Expanded Learning Opportunities projecct$168,300
College Possible
755 Prior Ave N Ste 210St PaulMN55104N/APCAssistance with Advancing Equity in Higher Education in the State of Texas$400,000
Collegiate Edu-nation (CEN)
PO Box 194RoscoeTX79545N/APCExpand education network linking rural schools with career and college preparation resources$25,000
Communities Foundation of Texas Inc
5500 Caruth Have LnDallasTX752258146N/APCAssistance with the Educate Texas initiative$1,000,000
Communities in Schools of Central Texas Inc
3000 S IH-35 Ste 200AustinTX78704N/APCSupport completion of All In For Kids campaign to open Communities In Schools training center$327,933
Communities in Schools of Galveston County
POBox 53GalvestonTX77553N/APCAssistance with the Empowering Youth: Creating College and Career Opportunities in Galveston County$120,000
Communities in Schools of Galveston County
POBox 53GalvestonTX77553N/APCAssist Communities in Schools with back to school supplies$3,000
Comp-U-Dopt
1602 Airline DrHoustonTX77009N/APCAssistance with the Digital Equity for Galveston Families Renewal$300,000
Contemporary Austin Museum Inc
3809 W 35thAustinTX78703N/APCFund Contemporary Austins education programs and sculpture honoring Jessica Greens memory$75,000
Corpus Christi Metro Ministries
1919 Leopard StCorpus ChristiTX78408N/APCHelp Coastal Bend clinics serve uninsured residents, including Corpus Christi housing programs$25,000
Corpus Christi Metro Ministries
1919 Leopard StCorpus ChristiTX78408N/APCSupport free volunteer-run clinic for homeless providing medical, dental, and vision care$50,000
Court Appointed Special Advocates CASA of LibertyChambers
PO Box 9027LibertyTX77575N/APCFund trauma-informed volunteer training for advocates of abused and foster care children$25,000
Court Appointed Special Advocates of Travis County Inc
7600 Chevy Chase Dr Ste 200AustinTX78752N/APCSupport CASAs Chief Program Officer in designing outcome measures and executing CASAs plan$40,000
Dallas Center for the Performing Arts Foundationdba AT&T Performing Arts Ce
700 North Pearl St Ste N1800DallasTX75201N/APCAssistance with Disney Musicals in Schools for the next two school years$250,000
Dallas College Foundation
1601 Botham Jean Blvd Ste 130DallasTX75215N/APCAssistance with the Early Educator Workforce Development Learning Partnership$584,770
Dallas County Historical Foundationdba Sixth Floor Museum at Dealey Plaza
411 Elm StDallasTX75202N/APCFund TEKS-aligned JFK and 1960s education programs for students at all grade levels$25,000
Dallas County Mental Health & Mental Retardation Center
1345 River Bend Dr Ste 200DallasTX75247N/APCSupport building the new Child and Adolescent Services wing of the Behavior Innovation Center$350,000
Dallas Education Foundation
9400 North Central ExpresswayDallasTX75231N/APCAssistance in Enabling Economic Mobility for the Students of Dallas$406,720Mailbox 19
Dallas Historical Society Hall of State Fair Park
PO Box 150038DallasTX75315N/APCAssistance with The Moody Family Digital Immersive Learning Experience$847,890
Dallas Holocaust and Human Rights Museum
300 N Houston StDallasTX75202N/APCHelp complete the Upstander Partnerships first phase to advance Holocaust and SEL education$100,000
Dallas Museum of Arts
1717 N Harwood StDallasTX75201N/APCAssist to sponsor Rachofsky Contemporary Art Fellow Fund$50,000
Dallas Museum of Arts
1717 N Harwood StDallasTX75201N/APCAssist with Two x Two for Aids Art Gala$150,000
Dallas Zoological Society
650 South RL Thornton FreewayDallasTX75203N/APCFund evaluation and overhead for the Dallas Zoos Wild Earth Preschool and Internship project$62,811
Deans for Impact
2028 E Ben White Blvd 240-5417AustinTX78741N/APCSupport educator prep programs improving equitable early literacy instruction$261,143
Dive Pirates Foundation
70 W Thymewood PlaceThe WoodlandsTX77382N/APCSupport scuba training and equipment for disabled veterans and first responders$10,000
Don Harrington Discovery Center
1200 Streit DrAmarilloTX79106N/APCAssistance with the Girls Who Science Program$12,000
Dress for Success Houston
3310 Eastside StHoustonTX77098N/APCAid veterans transition to civilian tech careers through digital literacy and laptop access$70,000
Drive a Senior
2601 Exposition BlvdAustinTX78703N/APCAssistance with funding a part-time bilingual driver to better serve the community$20,000
E3 Alliance (Education Equals Equity)
5930 Middle Fiskville Rd 507AustinTX787524342N/APCSupport E3 Alliance to expand career opportunities for students in special education$242,440
Early Learning Center Of Lubbock Inc
1639 Main StLubbockTX79401N/APCAssistance with Tuition Reduction$150,000
Educational First Steps
2815 Gaston AveDallasTX75226N/APCAssistance with Four Steps to Excellence Expansion project$250,000
El Buen Samaritano Episcopal Mission
7000 Woodhue DrAustinTX78745N/APCAssistance in the Hands for Hope Food Equity Access Campaign$80,000
Empower Schools Inc
20 University Rd Ste 500CambridgeMA02138N/APCAssistance with the Scaling Rural Pathway Excellence Partnerships project in the State of Texas$200,000
Everybodys Place of Galveston County
3811 Bayshore DrBacliffTX77518N/APCHelp create Good News Community housing for homeless adults in Galveston County$120,000
Family Compass
4210 Junius StDallasTX75246N/APCAssistance toward in home mentoring programs aimed at preventing child abuse and neglect$100,000
Family Gateway Inc
711 S St Paul StDallasTX75201N/APCSupport renovations and crisis team launch at Family Gateway North facilit$440,000
Family Service Center of Galveston County
2200 Market St Ste 600GalvestonTX77550N/APCAssist Thriving Communities through Mental Health Support$50,000
Family Service Center of Galveston County
2200 Market St Ste 600GalvestonTX77550N/APCFund trauma-informed counseling for uninsured and low-income individuals$100,000
Family Service Center
2200 Market St Ste 600GalvestonTX77550N/APCAssistance as sponsor of Havana Nights$50,000
Food for the Soul
PO Box 134 KellerKellerTX76244N/APCAssistance in expanding and adding additional clientes$20,000
Fort Bend Community Partners Rainbow Room
PO Box 1662 3150 BF Terry BlvdRosenbergTX774711662N/APCProvide clothing and supplies for children displaced by abuse or neglect$15,500
Foster Angels of Central Texas Foundation
PO Box 152575AustinTX78715N/APCAssistance with basic needs$30,000
Foundation Communities Inc
3000 S-IH 35 Ste 300AustinTX78704N/APCAssistance in the expansion of wraparound services for housing stability$200,000
Foundation for the Callier Center for Commun Disorders
1966 Inwood RdDallasTX75235N/APCAssistance with the Callier Clinical Innovation Pipeline$150,000
Fredericksburg Isd Education Foundation
234 Friendship LnFredericksburgTX78624N/APCFund completion of Fredericksburg Elementarys STEM lab and robotics team$18,790
Friends of Sky Ranch Inc
24657 County Rd 448VanTX75790N/APCAssistance with Outdoor Science Education Classes Scholarships and purchase of shade structure$95,000
Friends of the THGAAC
PO Box 20761HoustonTX77225N/APCSupport THGAACs education initiative on antisemitism awareness and resources$250,000
Frontiers of Flight Museum Inc
6911 Lemmon AveDallasTX752093603N/APCAssistance with the Moody Foundation Aerospace-STEM Challenge for Underserved Students project$100,000
Galveston Artist Residency
2521 Mechanic StGalvestonTX775501426N/APCFund annual artist residencies with exhibitions, lectures, and performances$25,000
Galveston Arts Center Inc
2127 StrandGalvestonTX77550N/APCSupport public arts programming including exhibitions, classes, and workshops$150,000
Galveston Battle of the Badges Productions Inc
5719 Emerald Brook LnLeague CityTX77573N/APCGeneral support$5,000
Galveston Bay Foundation
1725 Highway 146KemahTX77565N/APCFund environmental education and sponsor Bike Around the Bay event 2024$50,000
Galveston Chamber Partnership
2228 Mechanic Ste 101GalvestonTX77550N/APCSupport Galveston Womens Conference, Lemonade Day, and Leadership Galveston programs$100,000
Galveston Children's Museum
2618 BroadwayGalvestonTX77550N/APCGeneral support$2,500
Galveston County Food Bank
624 4th Ave NTexas CityTX77590N/APCGeneral support$15,000
Galveston County Teen Parenting Coalition GCTPC
8901 Emmett F Lowry ExpyTexas CityTX775912279N/APCFund parenting support programs offering childbirth, fatherhood, and career planning education$135,209
Galveston Independent School District
PO Drawer 660GalvestonTX77553N/AGOVAssistance with Galveston Community Dyslexia Initiative$260,313
Galveston Independent School District
PO Drawer 660GalvestonTX77553N/AGOVSupport purchase of UV printer, website development, and staff training for design growth$189,091
Galveston Independent School District
PO Drawer 660GalvestonTX77553N/AGOVBuild capacity in Path to Employment program to advance womens career skills$50,000
Galveston Independent School District
PO Drawer 660GalvestonTX77553N/AGOVAssistance with the Galveston Career-Connect program$999,575
Galveston Independent School District
PO Drawer 660GalvestonTX77553N/AGOVAssistance with the GISD For Kids/For Prep After & Summer School program$1,349,791
Galveston Independent School District
PO Drawer 660GalvestonTX77553NoneGOVAssist with Powerful Learning Initiave$15,000
Galveston Independent School District
PO Drawer 660GalvestonTX77553NoneGOVAssist to purchase school supplies$4,998
Galveston ISD Educational Foundation
3904 Ave TGalvestonTX77550NonePCGeneral support$2,500
Galveston Island Day SchoolMoody Early Childhood Center
1110 21stGalvestonTX77550NonePCAssistance with Moody Early Childhood Center-the Next Steps$1,966,666
Galveston Island Humane Society
6814 BroadwayGalvestonTX77551NonePCAssistance for providing Shade for Dog Park Pavilion$30,000
Galveston Island Humane Society
6815 BroadwayGalvestonTX77551NonePCGeneral support$5,000
Galveston Island Meals on Wheels
2803 53rd StGalvestonTX77551NonePCGeneral support$2,550
Galveston Island Tree Conservancy
PO Box 2123GalvestonTX775532123NonePCImprove Ball Street area in Galveston by planting trees to cool, drain, and beautify neighborhoods$65,500
Galveston Urban Ministries
3727 Ball StGalvestonTX77550N/APCGeneral support$5,000
Galveston Urban Ministries
3727 Ball StGalvestonTX77550N/APCFurnish retreat center to house volunteers and provide local employment opportunities$150,000
Galveston's Own Farmers Market
PO Box 2153GalvestonTX77550N/APCFund programs fighting food insecurity for GISD students and low-income families$100,000
Generation One
PO BOX 8280HoustonTX77288N/APCAssistance with the Generation One Academy and Empowered Families programs$100,000
GENESYS WORKS Houston
3100 Main St Ste 702HoustonTX77002N/APCAssistance with the Meaningful High School Internship Program 2.0$150,000
George Washington Chapter
NSDAR 405 White Oak PointeLeague CityTX77573N/APCAssist to sponsor 2024 Wreaths Across America Ceremony$1,700
Girls Empowerment Network
PO Box 3122AustinTX78764N/APCExpand curriculum improving girls mental health and reducing delinquency$50,000
Girls' Haven
3380 Fannin StBeaumontTX77701N/APCContinue trauma-informed therapy for girls ages 618 recovering from abuse and neglect$35,000
Good Reason Houston
8 Greenway Plaza Ste 900HoustonTX77046N/APCAssistance with the Generation One Academy and Empowered Families programs$100,000
Good Samaritan Center of San Antonio DBA Good Samaritan Community Services
1600 Saltillo StSan AntonioTX78207N/APCAssistance with providing early childhood education services for low-income families$50,000
Grameen America Inc
82-11 37th Ave Ste 607Jackson HeightsNY11372N/APCSupport programs aiding low-income women in Houston, Texas and nearby underserved areas$25,000
Greenleaf Neurodiversity Community Center
2324 Ridgepoint Dr F1AustinTX78754N/APCFund Greenleaf NCC School for young adults with autism and neurodivergent needs$150,000
Guadalupe Parkway Neighborhood Center of Lubbock Inc
405 N Martin Luther KingLubbockTX794033423N/APCAssistance with renovation of spaces for adolescent$75,000
Gulf Coast Center
4444 W Main StLeague CityTX775731737N/APCInstall power systems in clinics to prevent service disruption for mental health patients$33,000
Gulf Coast Outreach Services
6205 Delany RdHitchcockTX775631722N/APCReduce fentanyl deaths via education and overdose reversal substance distribution$30,000
Hardin Independent School District
12195 Hwy 146North LibertyTX77575N/AGOVBuild livestock facility for hands-on animal care and student agricultural training$75,000
Haven for Hope of Bexar County
1 Haven for Hope WaySan AntonioTX78207N/APCAssistance in providing upgrades and improvements to the emergency shelter$100,000
Healing Hands Ministries
8515 Greenville Ave N112DallasTX75243N/APCAssistance with the mobile pediatric clinic$250,000
Health Alliance for Austin Musicians
3010 S Lamar Blvd Ste 200AustinTX78704N/APCAssistance with assist in providing access to affordable healthcare services for musicians$50,000
Helping Hand Home for Children
3804 Ave BAustinTX78751N/APCCreate Training and Compliance Manager role to support organizational growth$75,000
Highland Park ISD Education Foundation
4201 Grassmere LnDallasTX75205N/APCDevelop research to expand K12 STEAM education and MAPS program impact$838,738
Hill Country Ride for AIDS
POBox 49097AustinTX78765N/APCAssistance with hiring an Assitant Ride Director to support the Ride year-round$30,000
Holocaust Museum Houston
5401 Caroline StHoustonTX770046804N/APCFund Kinsey African American Art Collection exhibition, outreach, and staffing$150,000
Holy Family Parish
1010 35th StGalvestonTX77550N/APCAssistance with completing the Parish Life Center$125,000
Hope and Healing Center & Institute
717 Sage RdHoustonTX77056N/APCAssistance with Clinical & Supportive Services$25,000
Houston Community College Foundation
3100 Main St Ste 12B12 MC 1148HoustonTX77002N/APCAssistance with the HCC-VAST Academy$151,900
Houston Diamonds & Dollars
PO Box 2653BellaireTX77402N/APCAssist with Diamonds & Dollars Luau$1,500
Humane Society of Austin & Travis County
124 West Anderson LnAustinTX78752N/APCAssistance in continuous ped food distribution to increase access for people and their pets$25,000
Huston Tillotson University
900 Chicon StAustinTX78702N/APCAssistance in the installation of an HVAC system in the gymnasium and additional improvements$730,300
Interfaith Ministries for Greater Houston
3303 Main StHoustonTX77002N/APCAssistance with the Galveston Career-Connect program$75,000
Iraan Sheffield Collegiate ISD
PO Box 486 100 SFarr IraanTX79744N/AGOVAssistance with Engaging At-Risk Youth Esports; a new STEM Program at Iraan-Sheffield ISD$40,000
Joseph Thomas Foundation
1433 S 14th StAbileneTX79602N/APCOpen two new DFW closets and add real-time inventory tracking system$10,000
Journey Forward Mentoring
616 N Madison AveDallasTX752084319N/APCSupport Power of Mentoring initiative for postsecondary student success$40,000
Jubilee Park & Community Center
917 Bank StDallasTX75223N/APCAssistance in expanding academic support and enrichment for low-income students in Southeast Dallas$75,000
June Shelton School and Evaluation Center
17301 Preston RdDallasTX75252N/APCEnhance wellness and campus safety programs through continued funding$345,500
Junior League of Galveston County
PO Box 208GalvestonTX77553N/APCAssist to sponsor An Evening to Remember Party of the Century$5,500
Justice Forward
515 Caroline StHoustonTX77002N/APCAddress mental health causes of nonviolent crime to reduce recidivism$50,000
Kingdom Care Orphan Care
114 Birdie DrLaPorteTX77571N/APCAssistance with Expanding Kingdom Care's Resource$10,500
La Posada Home Inc
1020 N CampbellEl PasoTX79902N/APCComplete domestic violence shelter renovations for safer, more secure housing$100,000
Leander Educational Excellence Foundation
POBox 218LeanderTX786460218N/APCAssistance in securing funds to maintain two FTE for mental health counseling.$129,428
Lena Pope Home Inc
3200 Sanguinet StFort WorthTX76107N/APCFund JPS Health Partnership expanding early childhood access for low-income families$300,000
Lifeline of Galveston County
PO Box 974Texas CityTX77592N/APCAssistance with Bolivar Spay And Neuter Event$7,000
Lionheart Childrens Academy
PO Box 210663BedfordTX76095N/APCAssistanve with Bridge to Kindergarten and Beyond: Strengthening School and Life Readiness project$150,000
Lone Star Casa Inc
108 Kenway StRockwallTX75087N/APCPurchase equipment and hire two speech-language pathologists for program growth$25,000
Lone Star Justice Alliance
3809 S 1st StAustinTX78704N/APCFill funding gap for UTMB pilot aiding medical care for incarcerated women$140,000
Lower Rio Grande Valley Regional Advisory Council
1409 N Stuart Place Rd Ste DHarlingenTX785526365N/APCEquip EMS ambulances with whole blood to improve trauma victim survival rates$20,000
Lubbock County Expo Center
5143 69th St LubbockLubbockTX79424N/APCAssistance with Lubbock County Expo Center Arena$2,000,000
Lutheran Education Association of Houston
10925 Almeda-Genoa RdHoustonTX77034N/APCAdd psychologist to support students social-emotional and learning needs$118,917
Magnolia Community Pto
3500 Ranch Rd 620 S Ste G200AustinTX787382140N/APCAssist with funding for Magnolia Reading Intervention Specialist$6,500
Mainland Childrens Partnership
2000 Texas Ave Ste 601Texas CityTX775908474N/APCDevelop disaster-preparedness plans ensuring equitable recovery for vulnerable residents$100,000
Make A-Wish Foundation of Texas Gulf Coast & Louisiana
12625 Southwest FreewayStaffordTX77477N/APCFulfill wishes for terminally ill children to improve quality of life and comfort$50,000
Mary Lee Foundation
1339 Lamar Square DrAustinTX78704N/APCPurchase mobility-enhancing equipment for clients with developmental delays$5,000
McKinney Memorial United Methodist Church
1607 Nashby StLa MarqueTX775683309N/APCReplace failing HVAC units to sustain churchs worship and community programs$64,000
Meadows Mental Health Policy Institute For Texas
PO Box 140836DallasTX75214N/APCAssistance in the continued scaling of the MMHPI school mental health work across Texas$500,000
Mental Health Mental Retardation Center Austin-Travis County
1430 Collier StAustinTX78704N/APCBuild apartment community in Travis County for people facing chronic homelessness$100,000
Metrocrest Services
1145 N Josey LnCarrolltonTX75006N/APCAssistance with Grantee's Nutrition Access Program$25,000
MHP Salud
2142 B Washtenaw AveYpsilantiMI48197N/APCAssistance with Community Healthy Aging in Maverick County, Texas$50,000
Mi Escuelita Preschool
POBox 191487DallasTX752199998N/APCAssistance with supporting the 2024 Special Services and Mental Wellness programming$50,000
MINDPOP
7112 Burnet Rd Building BAustinTX78757N/APCAssistance in increasing engagement among rural areas to ensure students have access to the arts$15,000
Mommies in Need DBA Annie's Place
2904 Floyd StDallasTX75204N/APCRemodel building for childcare and full-time learning center supporting Baylor staff$125,000
Moody Early Childhood Center
1110 21St StGalvestonTX77550N/APCAssistance with Back to School Supplies$12,000
Moody Gardens
1 Hope BlvdGalvestonTX775548928N/APOFAssitance with Attraction and Site Improvements - Moody Gardens$7,000,000
Moody Scholars Program
2302 Postoffice St Ste 704GalvestonTX77550NoneIAssistance in Support 2018 Moody Scholars Program -Galveston/Dallas/Travis counties.$6,000
Moody Scholars Program
2302 Postoffice St Ste 704GalvestonTX77550NoneIAssistance in Support 2020 Moody Scholars Program -Galveston/Dallas/Travis counties.$15,600
Moody Scholars Program
2302 Postoffice St Ste 704GalvestonTX77550NoneIAssistance in Support 2021 Moody Scholars Program -Galveston/Dallas/Travis counties.$171,700
Moody Scholars Program
2302 Postoffice St Ste 704GalvestonTX77550NoneIAssistance in Support 2022 Moody Scholars Program -Galveston/Dallas/Travis counties.$233,100
Moody Scholars Program
2302 Postoffice St Ste 704GalvestonTX77550NoneIAssistance in Support 2023 Moody Scholars Program -Galveston/Dallas/Travis counties.$308,142
Moody Scholars Program
2302 Postoffice St Ste 704GalvestonTX77550NoneIAssistance in Support 2024 Moody Scholars Program -Galveston/Dallas/Travis counties.$279,200
Morgans Wonderland Camp
23400 Cibolo VistaAntonioTX78261N/APCAssistance with Morgans Wonderland Camp Family Weekend Programming$25,000
My Possibilities
3601 Mapleshade LnPlanoTX75075N/APCAssistance with The Employment Innovations School$500,000
NAMI Central Texas
Po Box 302398AustinTX78703N/APCAssistance in bridging the gap in mental health accessibility and outreach$50,000
Nehemiah Center Inc
5015 Fannin StHoustonTX77004N/APCAssistance with the Nehemiah Center Early Learning Programs$55,000
New Braunfels Youth Collaborative
801 W San Antonio StNew BraunfelsTX781305503N/APCAssistance in providing a dedicated out-of-school center to improve student success and well-being$250,000
NextGen Talent Inc
4 Butler St Dorchester CenterDorchester CenterMA021245714N/APCImprove college and career advising in the State of Texas$150,000
Nia Cultural Center
PO Box 1491GalvestonTX775531491N/APCAssistance with the CDF Freedom Schools Program$70,000
North Dallas Shared Ministries
2875 Merrell RdDallasTX75229N/APCAssistance with Mental Health Counseling Program$50,000
Npower Inc
55 Washington St Ste 560BrooklynNY11201N/APCTrain young adults and veterans in Dallas, Ft. Worth, San Antonio and Houston for technology careers, lifting them from poverty$350,000
Oakbend Medical Center
1705 Jackson StRichmondTX77469N/APCStrengthen Wharton clinic operations to serve rural patients sustainably$100,000
Odyssey 2020 Academy Inc
600 Gulf Freeway Ste 110CityTX77591N/APCAssist to purchase school supplies$7,000
Odyssey 2020 Academy Inc
600 Gulf Freeway Ste 110Texas CityTX77591N/APCExpand Odysseys postsecondary success programs for students and educators$86,570
Opportunity School Inc
1100 S Harrison StAmarilloTX79101N/APCAssistance in continuing overall program improvements to meet student and family needs$100,000
Parkland Foundation
1341 W Mockingbird Ln Ste1100EDallasTX75247N/APCComplete Parkland Pediatric Clinic to serve uninsured and underserved families$500,000
Paso Del Norte Childrens Development Center
1101 E Schuster AveEl PasoTX799024659N/APCAssistance with the PdN Children's Inclusive Early Learning Center-East$200,000
Pathways Youth Home Inc dba Pathways Youth & Family Services Inc
222 Sidney Baker St S Ste 435KerrvilleTX78028N/APCAssistance in providing mental health and behavioral services to children in the foster care system$50,000
Plano Children's TheatreNorth Texas Performing Arts
6121 W Park Blvd Ste B216PlanoPlanoTX75093N/APCAssistance with the Starcatchers accessible theater$39,407
Presbyterian Church dba The Stewpot
1822 Young StDallasTX75201N/APCSupport homeless services helping clients obtain and maintain permanent housing$45,000
Preservation Austin
PO Box 2113AustinTX78768N/APCAssistance in the preservation of the McFarland House$25,000
Project Arriba Advanced Retraining And Redev Inc
1155 Westmoreland Dr Ste 235El PasoTX79925N/APCSupport equitable access to job training through postsecondary programs$25,000
Project Graduation
POBox 2195GalvestonTX77553N/APCCelebrate Ball High Class of 2024 with graduation event at Moody Gardens$20,000
PROUNITAS INC
1801 Main St Ste 1300HoustonTX77002N/APCBuild digital infrastructure for Galveston ISDs three-year student support plan$96,000
Raiders Challenge
3225 Southwestern BlvdDallasTX75225N/APCAssistance with sponsoring the Raider Challenge - MIS/HPMS PTO$2,500
Reading Partners
2910 Swiss AveDallasTX75204N/APCFund Reading Partners tutoring for economically disadvantaged students$100,000
Refuge of Light
PO Box 132703TylerTX75713N/APCAssistance with the Light the Way cottage business to introduce basic work skills$15,000
Region 16 Education Service Center
5800 Bell StAmarilloTX79109N/APCBridge childcare deserts through early learning centers and local partnerships$415,000
Resource and Crisis Center of Galveston County
1204 45th StGalvestonTX77550N/APCAssistance to purchase a 12 passenger van and two years of insurance and maintenance$100,000
Respite Care of San Antonio
PO Box 12633San AntonioTX78212N/APCFund early childhood education for children with disabilities and complex medical conditions$250,000
Restore Education
PO Box 692338San AntonioTX78269N/APCAssistance with the Removing Barriers to Postsecondary Success project$150,000
Rice University
PO Box 1892HoustonTX772511892N/APCAssistance with The Moody Center for Student Life and Opportunity$10,000,000
Rice University Moody Center for the Arts
PO Box 1892HoustonTX772511892N/APCAssist to sponsor Moody Center for the Arts event$2,500
Rise School of Austin
4800 Manor Rd Building JAustinTX78723N/APCAssistance alleviating financial burden to Rise families through thr Funding Inclusion project$50,000
Ronald McDonald House Charities of the Southwest
3413 10th StLubbockTX79415N/APCReplace mechanical and electrical systems to improve elevator reliability and fire safety$66,740
Ruthe B Cowl Rehabilitation Center
1220 N Malinche AveLaredoTX780433354N/APCRetain a Doctor of Physical Therapy to expand services for patients with severe conditions$100,000
S A Yes dba TEXAS YES Project
7550 W Interstate 10 Ste 150San AntonioTX78229N/APCAssistance with supplying Title I elementary schools with a free school supply kit$20,000
San Angelo Performing Arts Coalition Inc
82 Gillis StSan AngeloTX76903N/APCDiversify cultural arts and education, bringing world-class performances to Concho Valley$25,000
San Antonio Food Bank
5200 Historic Old Highway Ste 90San AntonioTX782272209N/APCAssist with Curbside Food Distributions$30,000
Sanctuary Foster Care Services
1350 Nasa Parkway Ste 210HoustonTX77058N/APCReduce foster family turnover through training and support to manage emotional challenges$75,000
Santa Fe Council on Alcoholism and Drug Abuse
POBox 452Santa FeTX77517N/APCAssistance with roof repairs to the Grantee's building$20,000
Santa Fe Ten Memorial Foundation
PO Box 919Santa FeTX77517N/APCCreate a memorial at Santa Fe High School honoring 2018 victims with reflective spaces$20,000
School Empowerment Network
1601 Elm St 4360DallasTX75201N/APCAdvance early learning in Texas through educator and leadership development initiatives$183,119
Shelbys Bridge
1008 E Hay StSudanTX79371N/APCAssistance with the Building Bigger Bridges project$60,000
Shelton Auction Sponsorship
17301 Preston RdDallasTX75252N/APCAssist to sponsor Shelton Stampede Benefit Auction Event$7,500
Shriners Hospitals for Children
815 Market StGalvestonTX77550N/APCAssistance with the purchase of furnishings for a new housing facility$130,000
Side By Side Kids Inc
500 E St Johns Ave Ste 28AustinTX78752N/APCAssistance in providing quality aftershool care to underserved student in Title 1 schools$50,000
Sight Savers America Inc
337 Business CircleBirminghamAL35124N/APCProvide vision aids for low-vision children in Texas to enhance academic and social development$25,000
Skillpoint Alliance
201 E 2nd St Ste BAustinTX78701N/APCBreak rural poverty through workforce development, training, and wraparound services$35,000
Smart Family Literacy Inc
2728 Ave Q Ste 1AGalvestonTX77550N/APCAssistance with the ongoing early childhood educational initiatives$100,000
Smart Family Literacy Inc
2728 Ave Q Ste 1AGalvestonTX77550N/APCAssist to purchase school supplies$2,500
Smart Family Literacy Inc
2728 Ave Q Ste 1AGalvestonTX77550N/APCAssist with back to school supplies$2,000
Social Good Fund Inc
12651 San Pablo Ave 5473RichmondCA94805N/APCAssistance with the Roadmap to an Austin Promise project in Texas$125,000
Southern Methodist University
POBox 750281DallasTX752750281N/APCAssistance with funding for Moody School of Graduate & Advanced Studies.$10,000,000
Span IncorporatedMeals on Wheels of Denton County
1800 Malone StDentonTX76201N/APCPilot nutrition supplements for Meals on Wheels clients in Denton County$30,000
Special Olympics Texas
4732 Whirlwind DrAntonioTX78217N/APCAssistance with expanding the sports program for individuals with intellectual disabilities$40,000
St Andrews Episcopal School
1112 W 31st StAustinTX787051902N/APCAssistance in funding two practice sourts for the new Athletics Complex$500,000
St Edward's University
3001 South Congress AveAustinTX787046489N/APCAssistance with the First to GOat: Postsecondary Success for SEU's Firt-Gen Students project$100,000
STOP Inc
320 N Ave AFreeportTX77541N/APCAssistance with the 2024 Youth Mental Health First Aid workshops in Texas$30,000
Successful Connections Inc
600 N Frio StSan AntonioTX78207N/APCBuild a donor system to strengthen sustainable funding and community support$96,773
Summerhouse Houston
1424 Waseca StHoustonTX77055N/APCPrepare youth with intellectual disabilities for employment through job coaching and skills$75,000
Sunrise Community Church
4430 Menchaca RdAustinTX78745N/APCOperate the Sunrise Hotline offering crisis aid for homeless women and families$75,000
Sunshine Center-1726
21st StGalvestonTX77550N/APCAssistance with Capital Improvements & Operating Funds$100,000
Sunshine House
402 E Holland AveAlpineTX79830N/APCEnsure homebound seniors in remote Texas areas receive quality meals consistently$46,800
TA Unlimited Inc dba Texas Empowerment Academy
3613 Bluestein DrAustinTX78721N/APCMatch $2 for every $1 raised (up to $600K) to fund new school furniture in the completed building$112,000
Talitha Koum Institute
PO Box 2202WacoTX76703N/APCProvide general operating support for programs serving children in extreme poverty$75,000
Teach For America Inc 600 North Pearl St
Ste 2300DallasTX75205N/APCAssistance to provide and support teachers in the 2023-2024 school year$50,000
Teach Plus Incorporated
1 Beacon St Ste 1500BostonMA02108N/APCAssistance with the Teach Plus Texas Ready to Lead Fellowship project$100,000
TEAMability
5210 Thousand Oaks Dr Ste 1333San AntonioTX78234N/APCFund equipment and hire two speech-language pathologists to strengthen therapy programs$50,000
Texas 4-H Youth Development Foundation
1470 William D Fitch Pkwy Ste 118College StationTX77845N/APCAssistance with operating expenses for the Norman Borlag Youth in Agriculture Program$75,000
Texas Access to Justice Foundation
PO Box 12487AustinTX787112487N/APCGeneral support$30,000
Texas Advocacy Project
3721 Executive Center Dr 215AustinTX787311681N/APCAssistance to provide free mental health services to domestic violence survivors and their families$30,000
Texas Community College Education Initiative
1304 San Antonio St Ste 201AustinTX787011686N/APCAssistance with the Wrapped in Wellness project$1,000,000
Texas Diaper Bank
1803 Grandstand Dr Ste 150San AntonioTX78238N/APCAssistance with the Salesforce Nonprofit Cloud Case Management Software$35,000
Texas Horse Racing Hall of Fame
One Retama ParkwaySelmaTX78154N/APCGeneral support$2,500
Texas Leadership Center
406 E 11th StAustinTX787012617N/APCExpand the Executive Coaching Network to improve teacher retention and student outcomes$112,725
Texas State University Development Foundation
601 University Dr JC Kellam BldgSan MarcosTX786664612N/APCAssistance with the First Generation Career Scholars Network$200,000Ste 960
Texas Wesleyan University
1201 Wesleyan StFort WorthTX761051536N/APCFund Teaching Excellence Center staff role and related costs in the TXWES Teacher Academy$269,882
Texprotects - The Texas Association for the Protection of Children
3000 Pegasus Park Dr Ste 708DallasTX75247N/APCAssistance with the Increasing School Readiness through Evidence-Based Home Visiting project$275,000
The Arthur Nagel Community Clinic
PO Box 519BanderaTX78003N/APCAssistance with General Operations of the Organization$50,000
The Austin Marathon
3933 Promontory Point DiveAustinTX78744N/APCAssistance in matching funds raised up to $10000 for 26 selected charities for the Austin Marathon$266,500
The Austin YMBL Sunshine
2225 Andrew Zilker RdAustinTX78746N/APCProvide summer camp experiences improving mental health for underserved Austin students$50,000
The Battered Women's Foundation
4166 Willman Ave NRichland HillsTX76180N/APCAssistance with purchasing a E-transit van$60,000
The Center for First Generation Student Success
111 K St NE 10th FloorWashingtonDC20002N/APCExpand first-generation student success programs under the Texas First initiative$500,000
The Chinati Foundation
1 Clavary RowMarfaTX79843N/APCGeneral support$10,000
The Commit Partnership
3000 Pegasus Park Dr Ste 900DallasTX75247N/APCDrive economic mobility in Dallas County through workforce and education partnerships$750,000
The Concilio
650 Fort Worth Ave Ste 250DallasTX75208N/APCAssistance with the Parents Advicating for Student Excellence PASE Program$75,000
The Contemporary Austin
3809 W 35th StAustinTX78703N/APCGeneral support$24,000
The Crystal Charity Ball
3838 Oak Lawn Ave Ste L150DallasTX75219N/APCGeneral support$50,000
The Dallas Friendship Circle Inc
PO Box 670905DallasTX75367N/APCGrow summer and winter camps to serve more children and hire a new program coordinator$50,000
The Holdsworth Center
4907 Ranch Rd 2222AustinTX78731N/APCAssist to support Texas Public School Districts in the Holdworth Partnership$75,000
The Independence Village
905 Highway 3Texas CityTX77591N/APCRestore Galvestons assisted-living facility to full occupancy after post-COVID vacancies$72,000
The Muny Conservancy
1800 Nueces StAustinTX78701N/APCAssistance with the Imagine Muny Fundraising$7,500
The Normal Anomaly Initiative
2310 Armor StHoustonTX77004N/APCSupport HIV prevention through education and advocacy under the POWR program$50,000
The RISE Center for Liberation in Early Childhood Education
PO Box 7261Round RockTX78683N/APCEstablish a registered apprenticeship in early childhood education across Central Texas$248,000
The Salvation Army - Galveston
601 51st StGalvestonTX77551N/APCFund 2023 outreach: after-school programs and summer camps for Texas City and La Marque$50,000
The Salvation Army - Galveston
601 51st StGalvestonTX77551N/APCAssist with matching funds for the 2023 Red Kettle Christmas fundraising drive$100,000
The Salvation Army - Midland
PO Box 592MidlandTX79702N/APCAssistance with the Back to School Shoes Program$15,000
The Salvation Army of North Texas
POBox 36006DallasTX75235N/APCConstruct and launch a childcare center within the new social services hub$150,000
The Trail Conservancy
PO Box 6332AustinTX78762N/APCAssistance with the Rowing Dock Earth$10,000
The Trail Conservancy
PO Box 6332AustinTX78762N/APCRestore the Seaholm Waterfront as a community and cultural programming center$500,000
Theater Action Projectdba Creative Action
1023 Springdale Rd Building 3AustinTX78721N/APCBuild the Community Arts Collaborative to advance local arts education and engagement$250,000
Todos Juntos Learning Center
POBox 41213AustinTX78704N/APCAssistance with the the La Escuelita: Early Childhood Education for Immigrants and Refugees project$50,000
Traffick911
4575 Claire Chennault AddisonAddisonTX75001N/APCAssistance with freeing youth from sex trafficking through trust-based relationships$75,000
Transformation Waco
3005 Edna AveWacoTX767081849N/APCAssistance with the Transforming School Readiness: A Community Approach project$400,000
Transformative Education for Adults
1210 Nueces StAustinTX78701N/APCAssistance with the Whole Student Support for High School and Post-Secondary Success projecct$150,000
Trinity Center St David's Episcopal Church
301 E 8th StAustinTX78701N/APCAssistance to support the Social Worker and Case Manager to eliminate daily life barriers$75,000
Trinity Episcopal School
720 Tremont StGalvestonTX77550N/APCGeneral support$3,500
Turn Center
1250 Wallace BlvdAmarilloTX79106N/APCAssistance with the provision of pediatric physical therapy at Turn Center$32,000
Unbound Now
4300 W Dr Ste 2 Bldg B-244WacoTX76710N/APCAssistance in conituous, comprehensive support to survivors of human trafficking$75,000
United Way for Greater Austin
5930 Middle Fiskville Rd 5th FloorAustinTX78752N/APCStrengthen Greater Austins early education capacity through the Building Brighter Futures plan$331,740
United Way Galveston County Mainland
PO BOX 3098Texas CityTX77592N/APCAssistance with the Volunteer Income Tax Assistance program in 2025$45,000
United Way of Galveston
PO Box 2250GalvestonTX77553N/APCAssist with support for Galveston Recovery Fund in the wake of Hurricane Beryl$50,000
United Way of Metropolitan Dallas
1800 N LamarDallasTX75202N/APCImprove early literacy outcomes via the Read Up collective impact partnership$20,000
University of Houston Clear Lake
2700 Bay Area Blvd Box 318HoustonTX770581098N/AGOVAssistance with the Strengthening the Early Education Workforce project$183,665
University of North Texas Foundation
1155 Union Circle 311250DentonTX76203N/APCEnhance college retention for students with foster care experience through targeted programs$350,000
University of Texas at Austin
2304 Whitis AveAustinTX787121111N/AGOVAssistance with the Texas Network for Postsecondary Success$877,986
University of Texas at Austin
2304 Whitis AveAustinTX787121111N/AGOVAssistance with the Expanding Bilingual Early Literacy Intervention project$259,025
University of Texas at Austin Dept of Intercollegiate Athletics
PO Box 7399AustinTX787137399N/AGOVAssistance supporting the mission & purpose of University of Texas at Austin.$30,000,000
University of Texas Medical Branch at Galveston
301 University BlvdGalvestonTX77555N/AGOVGeneral support$5,000,000
Upward Hope Academy
101 14th StGalvestonTX77550N/APCAssistance with operational expenses and teaching nutrition through a "food science" course.$175,000
Upward Hope Academy
101 14th StGalvestonTX77550N/APCAssist with back to school supplies$1,997
Urban Strategies Inc
2915 Ball StGalvestonTX77550N/APCAssistance hiring an education specialist for children at Cedars & Villas housing.$173,312
Urban Strategies Inc
2915 Ball StGalvestonTX77550N/APCAssist to purchase school supplies$1,998
UTMB School of Health Professions-Growing Dreams
1100 Mechanic StGalvestonTX77555N/AGOVAssistance with Growing Dreams: Planting the Seeds for Scholarly Success$6,000
UTMB School of NursingHoliday Style Show
301 University BlvdGalvestonTX77553N/AGOVGeneral support$10,000
Uvalde CISD Moving Forward Foundation
PO Box 106UvaldeTX78801N/APCAssistance to support the construction of a new elementary school for Uvalde CISD$1,000,000
Valley Initiative For Development and Advancement
417 S Ohio AveMercedesTX78570N/APCAssistance with Enhancing Career Pathways for low income learners through wraparound services$200,000
VELA
4900 Gonzales StAustinTX78702N/APCIncrease family participation in special education training and advocacy programs$35,000
Vickery Trading Company
PO Box 820183DallasTX75382N/APCAssistance with providing services to refugee women$30,000
Vincare Services of Austin Foundation dba Saint Louise House
PO Box 150637AustinTX78727N/APCAssistance in supportive housing for single mothers and children experiencing homelessness$60,000
Visiting Nurse Association of Texas
1420 W Mockingbird Ln Ste 700DallasTX75247N/APCAssistance with providing Meals on Wheels to an additional 50 seniors$100,000
Vogel Alcove
PO Box 150948DallasTX75315N/APCAssistance with the New RedBird Childcare Center$100,000
Waco Family Medicine Foundation
1600 Providence DrWacoTX767072261N/APCAssistance with expandng health care services for the underserved population in Waco Texas$1,250,000
Waterloo Greenway Conservancy
1111 Red River StAustinTX78701N/APCGeneral support$75,000
Way Back House Inc
PO Box 832047RichardsonTX75083N/APCExpand womens court and case management to serve 100 additional women annually$30,000
Wesley Rankin Community Center
3100 Crossman AveDallasTX75212N/APCAssistance with the Wesley-Rankin Aspiring Professionals (WRAP) program$60,000
West Austin Youth Association
1314 Exposition BlvdAustinTX78703N/APCAssistance in funding three short term projects for expanding space and funding for foster families$65,000
West Galveston County Interfaith Caring Ministries
PO Box 1426Santa FeTX77510N/APCRestore flood-damaged facility into a shared hub for coordinated social services$75,000
West Texas Centers for Mental Health and Mental Retardation
409 Runnels StBig SpringTX79720N/APCTrain interventionists to diagnose and address autism across 23 West Texas counties$35,000
Willacy County E M S Inc
693 South 7th StRaymondvilleTX785803001N/APCImprove survival rates by equipping ambulances with automated chest compression devices$21,020
Williamson County Children's Advocacy Center
211 Commerce Blvd Ste 101Round RockTX78664N/APCAssistance in providing SAFE exams at no cost to families during a forensic interview.$40,100
Winnsboro ISD Education Foundation
505 S Chesnut St Bldg CWinnsboroTX75494N/APCAssistance with the expansion of the Electrical Engineering Program$95,000
Women's Center of East Texas
PO Box 347 LongviewLongviewTX75606N/APCAssistance with program support at the women's shelter, Lilly's Place$25,000
Wonders and Worries Inc
9101 Burnet Rd Ste 205AustinTX78758N/APCAssistance in expanding coping support education to Central Texas famlies$30,000
Woodrow Wilson High School Community Foundation
PO Box 140062DallasTX75214N/APCAssistance with the Teacher Impact Fund (classroom grants)$20,000
Wortham ISD
PO Box 247 201 S 4th StWorthamTX76693N/AGOVProvide Anatomage 3D anatomy system for high school medical students training$100,000
YES PREP PUBLIC Schools
5455 S Loop E FwyHoustonTX77033N/APCAssistance with the College Initiatives Program$150,000
Young Mens Christian Association of Central Texas
1812 North Mays StRound RockTX78664N/APCSupport YMCA Camp Twin Lakes outdoor education and youth development programs$100,000
Young Women's Christian Association of Greater Austin
2015 S IH35 110AustinTX78741N/APCAssistance with the increasing need for mental health counselling among the BIPOC community$75,000
Young Women's Preparatory Network
1722 Routh St Ste 720DallasTX75201N/APCAssistance with the Overcoming Barriers Program$300,000
Youth and Family Alliance dba LifeWorks
3700 South 1stAustinTX78704N/APCFund housing, education, and job programs for young clients transitioning from crisis$50,000
Youth Village Resources of Dallas Inc dba Youth With Faces-
6333 E Mockingbird Ste 147-872DallasTX75214N/APCExpand career and wraparound services for justice-involved youth through Transforming Futures$150,000
Zachary Scott Theater Center
1510 Toomey RdAustinTX78704N/APCUnderwrite ZACH Theatres productions, education programs, and digital strategy (20212024)$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$121,331,301TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (99 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Austin Child Guidance Center
810 West 45th StAustinTX78751N/APCAssistance in providing families with equal access to high quality mental health care$50,000
Austin Children's Museumdba Thinkery
1830 Simond AveAustinTX78723N/APCSupport Thinkery Del Valles model for early learning through school-community partnerships$750,000
Austin Public Education Foundation
4000 S IH 35 Frontage RdAustinTX78704N/APCAssistance with the Austin Ed Fund: Early Literacy Initiative$500,000
Avance Inc
824 Broadway St Ste 204San AntonioTX78215N/APCAssistance with the Expansion of AVANCE's ParentChild Education Program$2,000,000
Ballroom Cultural Arts Foundation
PO BOX 1661MarfaTX79843N/APCSupport 3 years of education, residencies, and youth music for Ballroom Marfas 20th year$66,667
Beaumont Community Players
4155 Laurel StBeaumontTX77707N/APCAssistance for The Bolton School$25,000
Billy T Cattan Recovery Outreach Inc
802 E Crestwood DrVictoriaTX77901N/APCSupport outpatient care for addiction and mental health to promote family, work, and sobriety$40,000
Black Fret
PO Box 29628AustinTX78755N/APCFund Communications & Marketing Manager to grow membership and supporter engagement$50,000
Blanton Museum of Art
9011 Mountain Ridge Ste 150AustinTX78759N/AGOVAssistance with four years of exhibition and educational programs and museum operations$400,000
Boys & Girls Clubs Of San Antonio Texas
123 Ralph AveSan AntonioTX78204N/APCAssistance with providing quality after-school activities$75,000
Boys and Girls Clubs of Greater Houston Inc
Inc-815 Crosby StHoustonTX77019N/APCAid Boys & Girls Club programs improving academics, careers, and well-being for Galveston youth$150,000
Breakthrough Central Texas
1050 East 11th St Ste 350AustinTX78702N/APCAssistance with scaling first-generation college student success$1,000,000
Briscoe Center for American History at UT Austin
2300 Red River St Stop D1100AustinTX78712N/APCAssistance with the Menger Hotel Papers Project$15,000
Camp For All Foundation
3701 Kirby Dr Ste 570HoustonTX77098N/APCHelp build a second camp to meet demand for medical-ready camping facilities and programs$666,667
Campaign for Kindness Inc
5744 Gaston AveDallasTX752144681N/APCAssistance with the Tacky Box Digital Content Library program$25,000
Center for Applied Science & Technology Network
200 E Basse Rd Ste 201San AntonioTX78209N/APCAssistance with CAST Schools$250,000
Charles Butt Foundation
200 E Basse Rd Ste 201San AntonioTX782094490N/APOFAssistance with the TXRL Program$3,197,000
Child Care Associates
3000 E Belknap StFort WorthTX761114142N/APCAssistance with the Center for the Early Educator project$150,000
Children's Medical Center Foundation of Texas
2777 Stemmons Freeway Ste 1700DallasTX75207N/APCSupport new pediatric hospital construction replacing the current Dallas Childrens campus$130,000,000
City of Amarillo Public Health Dept
1000 Martin RdAmarilloTX79107N/AGOVAssistance with the Safe Kids Program - Safe Sleep Initiative$5,000
City Year Inc
3000 Pegasus Park Dr Ste 730DallasTX75247N/APCAssistance with City Year Dallas - Teacher Pipeline Program$50,000
CitySquare Paris
2515 Bonham StParisTX75460N/APCAssistance over a two year period with operational and transitional expenses$80,000
Coleman ISD
2302 S Commercial AveColemanTX76834N/AGOVAssistance with the Coleman ISD Work-Based Learning and Expanded Learning Opportunities projecct$31,700
Colins Hope
3267 Bee Caves Rd Ste 107 Pmb 147AustinTX78746N/APCAssistance in the distribution of public safety awareness regarding child drownings in Central Texas$10,000
College Possible
755 Prior Ave N Ste 210St PaulMN55104N/APCAssistance with Advancing Equity in Higher Education in the State of Texas$500,000
Communities Foundation of Texas Inc
5500 Caruth Have LnDallasTX752258146N/APCAssistance with the Educate Texas initiative$1,250,000
Communities in Schools of Galveston County
POBox 53GalvestonTX77553N/APCAssistance with the Empowering Youth: Creating College and Career Opportunities in Galveston County$240,000
Comp-U-Dopt
1602 Airline DrHoustonTX77009N/APCAssistance with the Digital Equity for Galveston Families Renewal$600,000
Dallas College Foundation
1601 Botham Jean Blvd Ste 130DallasTX75215N/APCAssistance with the Early Educator Workforce Development Learning Partnership$797,300
Dallas Education Foundation
9400 North Central ExpresswayDallasTX75231N/APCAssistance in Enabling Economic Mobility for the Students of Dallas$601,675Mailbox 19
Dallas Historical Society Hall of State Fair Park
PO Box 150038DallasTX75315N/APCAssistance with The Moody Family Digital Immersive Learning Experience$176,000
Dallas Urban League Inc
4315 South Lancaster RdDallasTX75216N/APCAssistance with the establishment of a Dallas - Fort Worth Urban League affiliate$150,000
Dallas Zoological Society
650 South RL Thornton FreewayDallasTX75203N/APCFund evaluation and overhead for the Dallas Zoos Wild Earth Preschool and Internship project$129,978
Deans for Impact
2028 E Ben White Blvd 240-5417AustinTX78741N/APCSupport educator prep programs improving equitable early literacy instruction$601,202
DePelchin Children's Center
4950 Memorial DrHoustonTX77007N/APCHelp expand child welfare services in 13 coastal counties, replacing state CPS operations$100,000
Dress for Success Houston
3310 Eastside StHoustonTX77098N/APCAid veterans transition to civilian tech careers through digital literacy and laptop access$70,000
E3 Alliance (Education Equals Equity)
5930 Middle Fiskville Rd 507AustinTX787524342N/APCSupport E3 Alliance to expand career opportunities for students in special education$200,000
Food for the Soul
PO Box 134 KellerKellerTX76244N/APCAssistance in expanding and adding additional clientes$20,000
Frontiers of Flight Museum Inc
6911 Lemmon AveDallasTX752093603N/APCAssistance with the Moody Foundation Aerospace-STEM Challenge for Underserved Students project$100,000
Galveston Independent School District
PO Drawer 660GalvestonTX77553N/AGOVAssistance with the Galveston Career-Connect program$1,999,150
Galveston Independent School District
PO Drawer 660GalvestonTX77553N/AGOVAssistance with the GISD For Kids/For Prep After & Summer School program$2,699,182
GENESYS WORKS Houston
3100 Main St Ste 702HoustonTX77002N/APCAssistance with the Meaningful High School Internship Program 2.0$150,000
Greenleaf Neurodiversity Community Center
2324 Ridgepoint Dr F1AustinTX78754N/APCFund Greenleaf NCC School for young adults with autism and neurodivergent needs$150,000
Holy Family Parish
1010 35th StGalvestonTX77550N/APCAssistance with completing the Parish Life Center$225,000
Houston Community College Foundation
3100 Main St Ste 12B12 MC 1148HoustonTX77002N/APCAssistance with the HCC-VAST Academy$303,800
Iraan Sheffield Collegiate ISD
PO Box 486 100 SFarr IraanTX79744N/AGOVAssistance with Engaging At-Risk Youth Esports; a new STEM Program at Iraan-Sheffield ISD$10,000
Journey Forward Mentoring
616 N Madison AveDallasTX752084319N/APCSupport Power of Mentoring initiative for postsecondary student success$40,000
Jubilee Park & Community Center
917 Bank StDallasTX75223N/APCAssistance in expanding academic support and enrichment for low-income students in Southeast Dallas$75,000
Lena Pope Home Inc
3200 Sanguinet StFort WorthTX76107N/APCFund JPS Health Partnership expanding early childhood access for low-income families$450,000
Lionheart Childrens Academy
PO Box 210663BedfordTX76095N/APCAssistanve with Bridge to Kindergarten and Beyond: Strengthening School and Life Readiness project$150,000
Lubbock County Expo Center
5143 69th St LubbockLubbockTX79424N/APCAssistance with Lubbock County Expo Center Arena$4,000,000
Lutheran Education Association of Houston
10925 Almeda-Genoa RdHoustonTX77034N/APCAdd psychologist to support students social-emotional and learning needs$156,083
Meadows Mental Health Policy Institute For Texas
PO Box 140836DallasTX75214N/APCAssistance in the continued scaling of the MMHPI school mental health work across Texas$500,000
Moody Scholars Program
2302 Postoffice St Ste 704GalvestonTX77550N/AIAssistance in Support 2024 Moody Scholars Program -Galveston/Dallas/Travis counties.$920,800
My Possibilities
3601 Mapleshade LnPlanoTX75075N/APCAssistance with The Employment Innovations School$500,000
Nehemiah Center Inc
5015 Fannin StHoustonTX77004N/APCAssistance with the Nehemiah Center Early Learning Programs$55,000
NextGen Talent Inc
4 Butler St Dorchester CenterDorchester CenterMA021245714N/APCImprove college and career advising in the State of Texas$100,000
Nia Cultural Center
PO Box 1491GalvestonTX775531491N/APCAssistance with the CDF Freedom Schools Program$140,000
Odyssey 2020 Academy Inc
600 Gulf Freeway Ste 110Texas CityTX77591N/APCExpand Odysseys postsecondary success programs for students and educators$120,340
Paso Del Norte Childrens Development Center
1101 E Schuster AveEl PasoTX799024659N/APCAssistance with the PdN Children's Inclusive Early Learning Center-East$250,000
Preservation Austin
PO Box 2113AustinTX78768N/APCAssistance in the preservation of the McFarland House$25,000
PROUNITAS INC
1801 Main St Ste 1300HoustonTX77002N/APCBuild digital infrastructure for Galveston ISDs three-year student support plan$192,000
PWA Coalition Of Dallas Inc dba AIDS Service of Dallas
PO Box 4338DallasTX752080338N/APCProvide service-enriched housing for families affected by or at risk for HIV/AIDS$50,000
Region 16 Education Service Center
5800 Bell StAmarilloTX79109N/APCBridge childcare deserts through early learning centers and local partnerships$650,000
Respite Care of San Antonio
PO Box 12633San AntonioTX78212N/APCFund early childhood education for children with disabilities and complex medical conditions$250,000
Restore Education
PO Box 692338San AntonioTX78269N/APCAssistance with the Removing Barriers to Postsecondary Success project$150,000
School Empowerment Network
1601 Elm St 4360DallasTX75201N/APCAdvance early learning in Texas through educator and leadership development initiatives$844,111
Social Good Fund Inc
12651 San Pablo Ave 5473RichmondCA94805N/APCAssistance with the Roadmap to an Austin Promise project$200,000
Special Olympics Texas
4732 Whirlwind DrAntonioTX78217N/APCAssistance with expanding the sports program for individuals with intellectual disabilities$40,000
St Edward's University
3001 South Congress AveAustinTX787046489N/APCAssistance with the First to GOat: Postsecondary Success for SEU's Firt-Gen Students project$100,000
Teach Plus Incorporated
1 Beacon St Ste 1500BostonMA02108N/APCAssistance with the Teach Plus Texas Ready to Lead Fellowship project$200,000
Texas Community College Education Initiative
1304 San Antonio St Ste 201AustinTX787011686N/APCAssistance with the Wrapped in Wellness project$1,250,000
Texas Leadership Center
406 E 11th StAustinTX787012617N/APCExpand the Executive Coaching Network to improve teacher retention and student outcomes$112,725
Texas Rio Grande Legal Aid
301 S Texas AveMercedesTX78570N/APCReplace outdated foster youth site with better access to legal, ID, and healthcare resources$31,620
Texas State University Development Foundation
601 University Dr JC Kellam BldgSan MarcosTX786664612N/APCAssistance with the First Generation Career Scholars Network$400,000Ste 960
Texas Wesleyan University
1201 Wesleyan StFort WorthTX761051536N/APCFund Teaching Excellence Center staff role and related costs in the TXWES Teacher Academy$571,200
Texprotects - The Texas Association for the Protection of Children
3000 Pegasus Park Dr Ste 708DallasTX75247N/APCAssistance with the Increasing School Readiness through Evidence-Based Home Visiting project$550,000
The Austin YMBL Sunshine
2225 Andrew Zilker RdAustinTX78746N/APCProvide summer camp experiences improving mental health for underserved Austin students$100,000
The Center for First Generation Student Success
111 K St NE 10th FloorWashingtonDC20002N/APCExpand first-generation student success programs under the Texas First initiative$1,000,000
The Commit Partnership
3000 Pegasus Park Dr Ste 900DallasTX75247N/APCDrive economic mobility in Dallas County through workforce and education partnerships$750,000
The Dallas Opera
2403 Flora St Ste 500DallasTX75201N/APCAssistance with The Little Prince Education Production.$75,000
The RISE Center for Liberation in Early Childhood Education
PO Box 7261Round RockTX78683N/APCEstablish a registered apprenticeship in early childhood education across Central Texas$244,500
The Salvation Army - Midland
POBox 592MidlandTX79702N/APCAssistance with the Back to School Shoes Program$15,000
The Trail Conservancy
PO Box 6332AustinTX78762N/APCRestore the Seaholm Waterfront as a community and cultural programming center$500,000
Traffick911
4575 Claire Chennault AddisonAddisonTX75001N/APCAssistance with freeing youth from sex trafficking through trust-based relationships$150,000
Transformation Waco
3005 Edna AveWacoTX767081849N/APCAssistance with the Transforming School Readiness: A Community Approach project$500,000
United Way for Greater Austin
5930 Middle Fiskville Rd 5th FloorAustinTX78752N/APCStrengthen Greater Austins early education capacity through the Building Brighter Futures plan$1,492,565
University of Houston Clear Lake
2700 Bay Area Blvd Box 318HoustonTX770581098N/AGOVAssistance with the Strengthening the Early Education Workforce project$399,925
University of North Texas Foundation
1155 Union Circle 311250DentonTX76203N/APCEnhance college retention for students with foster care experience through targeted programs$750,000
University of Texas at Austin
2304 Whitis AveAustinTX787121111N/AGOVAssistance with the Texas Network for Postsecondary Success$929,929
University of Texas at Austin
2304 Whitis AveAustinTX787121111N/AGOVAssistance with the Expanding Bilingual Early Literacy Intervention project$490,975
University of Texas Medical Branch
301 University BlvdGalvestonTX775550148N/AGOVAssistance in the creation of the Moody Brain Health Institute$20,000,000
Urban Strategies Inc
2915 Ball StGalvestonTX77550N/APCAssist with Educational Equity for Student of Cedars and Villas$480,000
Vincare Services of Austin Foundation dba Saint Louise House
PO Box 150637AustinTX78727N/APCAssistance in supportive housing for single mothers and children experiencing homelessness$60,000
Vogel Alcove
PO Box 150948DallasTX75315N/APCAssistance with the New RedBird Childcare Center$200,000
Waco Family Medicine Foundation
1600 Providence DrWacoTX767072261N/APCAssistance with expandng health care services for the underserved population in Waco Texas$1,250,000
Wortham ISD
PO Box 247 201 S 4th StWorthamTX76693N/AGOVProvide Anatomage 3D anatomy system for high school medical students training$17,375
YES PREP PUBLIC Schools
5455 S Loop E FwyHoustonTX77033N/APCAssistance with the College Initiatives Program$150,000
Young Women's Preparatory Network
1722 Routh St Ste 720DallasTX75201N/APCAssistance with the Overcoming Barriers Program$600,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$193,889,469TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,049,982ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,363,849ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$993,361UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$113,634,309ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
Oil & gas royalty income15$14,271,872
Partnership income14$58,740,371525990$54,028
Foreign dividends14$5,518,456

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,047,389UnrelatedBusinessTaxblIncmAmt
Exclusion$221,578,839ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$222,626,228TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting and tax complianceCategoryTxt
Amt$78,975Amt
Net Investment Income$30,590NetInvestmentIncomeAmt
Disbursements Charitable Prps$47,385DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
Galveston Offices2014-01-01$1,226,591$1,226,591SL8.000000000000$0$0
Real estate and mineral interests2014-01-01$1,500,308L$0$0
Automobiles2019-12-31$248,885$319SL3.000000000000$69,395$0

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
Moody Gardens Inc
One Hope BlvdGalvestonTX775541994-04-05$1,300,000To fund a revolving cash fund for cash shortages during the winter and spring seasons to be replenished by excess cash flow generated during the summer season.Dates of reports from grantee received: Annual Reports 12/30/94, 12/29/95, 12/31/96, 12/31/97, 12/15/98, 12/17/99, 12/15/00, 12/14/01, 12/17/02, 12/12/03, 12/13/04, 12/19/05, 12/18/06, 12/12/07, 1/29/09, 1/15/10, 12/31/10, 12/29/11, 12/31/12, 12/30/2013, 12/23/2014, 12/31/2015, 12/30/2016, 12/29/2017, 12/31/2018, 12/24/2019, 12/31/2020, 11/15/2021, 11/21/2022, 01/04/202408/28/2025 2024 Annual Report - Non-Capital Endowment Grant Fund**This includes interest earnings expended. Note: This grant is a revolving fund and it can be partially used and replenished. If grant is ever terminated, grantee may need to return replenished unused funds.$2,145,757NoneSee all dates in 'Purpose' section aboveThe grantor has no reason to doubt the accuracy or reliability of all submitted reports from the grantee; therefore no independent verification of the reports was made.
Val Verde Community Foundation (formerly Del Rio Community Foundation)
109 Griner StreetDel RioTX788401982-07-15$2,578,584i. Enabling the citizens of Del Rio to control locally, through the Community Foundation, the irrigation ditches and to operate and maintain such ditches for the benefit of the Del Rio Community.ii. Providing income for the Community Foundation to be used solely for 170 (c)(2)(B) purposes, including operating expenses and maintenance and repair of the irrigation ditches.iii. Funding to hire the necessary personnel and pay other operating expensesDetail of dates, grant amounts and expenditures in the totals above:Date Amount of Grant Amount Expended07/15/1982 12,000 12,00012/15/1983 2,566,584 2,862,857$2,874,857None2024 annual report received 11/7/25. Reports between 1983 and 2024 received.The grantor has no reason to doubt the accuracy or reliability of all submitted reports from the grantee; therefore no independent verification of the reports was made.
Moody Gardens Inc
One Hope BlvdGalvestonTX775542024-11-14$7,000,000To assist with renovations and preventative maintenance for the Moody Gardens' facilities.Amount expended by grantee in 2024: $0Amount expended in previous years: $0Date of reports received from the grantee:10/31/2025 2024 Annual Report - Capital Endowment Grant Fund$0NoneAnnual report 10/31/25The grantor has no reason to doubt the accuracy or reliability of all submitted reports from the grantee; therefore no independent verification of the reports was made.
The Charles Butt Foundation
200 E Basse Rd Ste 201San AntonioTX782092024-05-01$5,060,500To Fund the TXRL program which aims to dramatically improve K-3 reading outcomes throughout Texas, especially among low income and atrisk populations, to help ensure students read on grade level; and, to greatly enhance early educators' instructional literacy expertise.Amount expended by grantee in 2024: $1,765,764Amount expended in previous years: $0Date of reports received from the grantee:06/27/2025 2024 Annual Report$1,765,764NoneAnnual report 06/27/25The grantor has no reason to doubt the accuracy or reliability of all submitted reports from the grantee; therefore no independent verification of the reports was made.

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetUBTI K-1 Capital Gain excluded from Part IV and Part I, Ln 7AssetDesc
How AcquiredPurchasedHowAcquiredTxt
Gross Sales Price$993,361GrossSalesPriceAmt
Basis MethodCostBasisMethodTxt
Sales Expense$0SalesExpenseAmt
Total Net$993,361TotalNetAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
990-PF Part I, Line 1 - Contributions, gifts, grants, etc. receivedThe Libbie Shearn Moody Trust is a split-interest trust as described in IRC 4947(a)(2) and regulations thereunder, all of the assets of which were placed in trust before May 27, 1969. Accordingly, distributions from the Libbie Shearn Moody Trust to The Moody Foundation are not includable in taxable investment income for the current year in accordance with regulation 53.4940-1(d)(2).Please note that although this amount is reported on Part I, Line 1 of Form 990-PF, it is not reported on Schedule B, Schedule of Contributors. It is distinguishable from a contribution described in regulation 1.507-6(c)(1) because it is a required distribution from a split-interest trust.
Statement describing IRC Sec 507(b)(2) TransferThe Trustees of the Moody Medical Research Institute (Old Foundation), a non-profit corporation (EIN: 83-0744842) treated as a private foundation unfer IRC Sec. 509(a), determined it is in its best interests to dissolve, and to distribute all of its assets remaining after the payment of any liabilities to The Moody Foundation (Successor Foundation), a charitable trust (EIN: 74-1403105), effective as of the close of business on December 18, 2024. As explained below, the Old Foundation's transfer of all of its net assets to the Successor Foundation will be governed by Section 507(b)(2) and the Treasury Regulations promulgated thereunder.Such a transfer is described in Treasury Regulation 1.507-3(a)(9), which states "If a private foundation transfers all of its net assets to one or more private foundations which are effectively controlled (within the meaning of Section 1.482-1(a)(3)), directly or indirectly, by the same person or persons which effectively controlled the transferor private foundation, for purposes of Chapter 42 (section 4940 et seq.) and part II of subchapter F of chapter 1 of the Code (Sections 507 through 509) such a transferee private foundation shall be treated as if it were the transferor." Additionally, IRC Section 507(b)(2) provides that "in the case of a transfer of assets of any private foundation to another private foundation pursuant to any liquidation, merger, redemption, recapitalization, or other adjustment, organization, or reorganization, the transferee foundation shall not be treated as a newly created organization."In accordance with this Regulation and Code Section, the Old Foundation has completed its 2024 Form 990-PF for the year of January 1, 2024 to December 18, 2024. The activity for this tax year will be allocated to the Successor Foundation as if it were the Old Foundation for purposes of Chapter 42. The Successor Foundation will complete its twelve-month 2024 Form 990-PF (i.e., this return) to report the activity allocated to it by the Old Foundation in addition to the activity it conducted directly. See the following summary by return part:Part I: The Successor Foundation is reporting the Old Foundation's income and expenses for purposes of Section 4940.Part V: The Successor Foundation will incur and pay the excise tax on net investment from the Old Foundation's 2024 activity as if it were its own Section 4940 tax liability.2220: The Successor Foundation has reported the annualized amounts and tax payments attributable to the Old Foundation in addition to its own amounts.Part IX: The Successor Foundation has calculated the average value of assets as if it held all of the Old Foundation's assets the entire year.Part XI: The Successor Foundation has included the qualifying distributions of the Old Foundation as if they were made by the Successor Foundation.Part XII: The Old Foundation is filing its initial Form 990-PF, as the initial return of a former public charity. As such, Old Foundation has no undistributed income nor excess distributions from years preceding January 1, 2024, when it was classified as a medical research organization under Section 170(b)(1)(A)(iii) and Reg Section 1.170A-9(d)(2). The Successor Foundation is reporting the distributable amount and qualifying distributions of the Old Foundation, pursuant to Section 4942, as if they were its own.Part XIV: The Successor Foundation has picked up the Old Foundation's grants as if they were made by the Successor Foundation.

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (284 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AbbVie Inc 4.25% 14 Nov 2028$267,235$246,153
Aercap Ireland Cap/Global 4.625% 10 Sep 2029$223,682$220,087
Air Lease Corp 2.3% 01 Feb 2025$95,625$99,754
Air Lease Corp 3.625% 01 Apr 2027$96,709$96,665
Albemarle Corp 4.65% 01 Jun 2027$279,742$277,659
Alexandria Real Estate Equities Inc 2.95% 15 Mar 2034$99,696$82,344
Altria Group Inc 2.45% 04 Feb 2032$216,772$178,620
American Express Co Variable 5.043% 26 Jul 2028$69,000$69,362
American Express Co Variable 5.532% 25 Apr 2030$589,001$585,465
American Honda Finance Corp 2% 24 Mar 2028$399,324$365,903
American Tower Corp 1.875% 15 Oct 2030$248,885$209,463
American Tower Corp 2.75% 15 Jan 2027$199,676$192,090
American Water Capital Corp 3.4% 01 Mar 2025$184,706$181,483
Americredit Automobile Receivables Trust 2022-1 AMCAR 2022-1 A3 2.45$126,397$130,140
Ameriprise Financial Inc 2.875% 15 Sep 2026$100,545$97,275
Amgen Inc 2.2% 21 Feb 2027$71,745$67,321
Amgen Inc 4.05% 18 Aug 2029$169,774$163,685
Anheuser-Busch InBev Worldwide INC 4.75% 23 Jan 2029$263,093$249,833
Aon North America Inc 5.3% 01 Mar 2031$134,649$135,568
Apple Inc 3.2% 13 May 2025$95,666$95,570
Arrow Electronics Inc 2.95% 15 Feb 2032$104,746$89,396
AT&T Inc 4.35% 01 Mar 2029$592,577$606,892
Atmos Energy Corp 5.9% 15 Nov 2033$389,493$408,610
AutoZone Inc 4% 15 Apr 2030$137,908$131,327
AvalonBay Communities Inc 2.45% 15 Jan 2031$199,110$173,546
AvalonBay Communities Inc 3.35% 15 May 2027$53,476$48,504
Banc of America Funding 2004-3 Trust BAFC 2004-3 1A1 5.5% 25 Oct 203$11,830$11,002
Bank of America Corp 3.95% 21 Apr 2025$306,094$306,160
Bank of America Corp Variable 19 Jun 202026$0$393,468
Bank of America Corp Variable 2.592% 29 Apr 2031$264,390$264,291
Bank of America Corp Variable 3.366% 23 Jan 2026$765,680$799,248
Bank of America Corp Variable 5.202% 25 Apr 2029$175,000$175,817
Bank of Nova Scotia/The 4.5% 16 Dec 2025$210,126$198,974
Barclays PLC Variable 2.667% 10 Mar 2032$197,570$169,524
BAT Capital Corp 2.259% 25 Mar 2028$312,932$287,565
Baxter International Inc 1.73% 01 Apr 2031$92,768$93,392
Baxter International Inc 2.539% 01 Feb 2032$316,711$304,457
Bear Stearns ARM Trust 2003-4 BSARM 2003-4 3A1 Var 25 Jul 2033$6,859$6,600
Biogen Inc 2.25% 01 May 2030$90,330$76,073
Boeing Co/The 2.196% 04 Feb 2026$215,000$208,495
Boeing Co/The 2.75% 01 Feb 2026$123,901$120,957
Boeing Co/The 3.1% 01 May 2026$205,322$194,964
Boeing Co/The 5.04% 01 May 2027$344,070$300,720
Bristol-Myers Squibb Co 5.1% 22 Feb 2031$159,749$161,190
Bristol-Myers Squibb Co 5.9% 15 Nov 2033$196,340$199,354
Brixmor Operating Partnership LP 2.25% 01 Apr 2028$36,932$33,830
Brixmor Operating Partnership LP 3.85% 01 Feb 2025$49,296$49,934
Broadcom Inc 4.3% 15 Nov 2032$353,920$339,530
Brookfield Finance Inc 4.85% 29 Mar 2029$78,859$78,431
Bunge Ltd Finance Corp 1.63% 17 Aug 2025$121,576$118,704
Camden Property Trust 5.85% 03 Nov 2026$464,986$474,338
Canadian Imperial Bank of Commerce 3.3% 07 Apr 2025$327,823$326,757
Capital One Financial Corp 4.2% 29 Oct 2025$101,675$99,346
Capital One Financial Corp Variable 2.636% 03 Mar 2026$120,000$119,490
Carvana Auto Receivables Trust 2021-P3 CRVNA 2021-P3 A3 0.7% 10 Nov$42,311$41,985
CenterPoint Energy Houston Electric LLC 3% 01 Feb 2027$181,803$177,061
CF Industries Inc 5.15% 15 Mar 2034$397,677$408,104
Charles Schwab Corp/The 3.2% 02 Mar 2027$149,759$145,270
Chase Funding Trust Series 2003-4 CFAB 2003-4 1A5 Stp 25 May 2033$13,838$14,581
Chase Mortgage Finance Trust Series 2007-A1 CHASE 2007-A1 2A1 Var$8,923$8,465
Chase Mortgage Finance Trust Series 2007-A2 CHASE 2007-A2 2A3 Var 25$12,952$12,768
Cheniere Corpus Christi Holdings LLC 5.125% 30 Jun 2027$394,680$402,148
CHL Mortgage Pass-Through Trust 2004-8 CWHL 2004-8 2A1 4.5% 25 Jun$637$646
Citigroup Inc Variable 4.542% 19 Sep 2030$979,080$971,700
Citigroup Mortgage Loan Trust 2004-HYB4 CMLTI 2004-HYB4 WA Var 25$4,518$4,365
Citigroup Mortgage Loan Trust 2004-UST1 CMLTI 2004-UST1 A4 Var 25$5,471$5,119
Citigroup Mortgage Loan Trust Inc CMLTI 2003-1 2A5 5.25% 25 Oct 2033$1,109$1,026
Citigroup Mortgage Loan Trust Inc CMLTI 2003-1 3A4 5.25% 25 Sep 2033$4,889$4,448
CMS Energy Corp 3.45% 15 Aug 2027$199,702$193,562
CNH Equipment Trust 2021-B CNH 2021-B A4 0.7% 17 May 2027$594,547$632,296
Coca-Cola Femsa SAB de CV 1.85% 01 Sep 2032$159,366$125,627
Comcast Corp 1.5% 15 Feb 2031$721,927$738,225
CommonSpirit Health 2.782% 01 Oct 2030$101,375$88,519
Conagra Brands Inc 1.375% 01 Nov 2027$194,932$181,592
Conagra Brands Inc 7% 01 Oct 2028$110,716$105,959
Connecticut Light and Power Co/The 3.2% 15 Mar 2027$199,320$194,024
ConocoPhillips Co 5% 15 Jan 2035$400,756$388,552
Constellation Energy Generation LLC 5.6% 01 Mar 2028$39,994$40,798
Constellation Energy Generation LLC 6.125% 15 Jan 2034$429,626$450,107
CSFB Mortgage-Backed Pass-Through Certificates Series 2003-29 CSFB$7,245$7,183
Deutsche Bank Ny 3.035% 28 May 2032$150,000$128,564
Discovery Communications LLC 3.625% 15 May 2030$323,439$266,880
DOC DR LLC 2.625% 01 Nov 2031$86,816$73,525
Dollar General Corp 3.5% 03 Apr 2030$49,967$45,853
DR Horton Inc 1.4% 15 Oct 2027$224,354$205,503
Duke Energy Florida LLC 5.875% 15 Nov 2033$279,493$291,542
Eaton Corp 3.103% 15 Sep 2027$150,000$144,440
Edison International 4.125% 15 Mar 2028$103,617$96,992
Electronic Arts Inc 1.85% 15 Feb 2031$519,102$448,427
Energy Transfer LP 3.75% 15 May 2030$269,635$233,267
Energy Transfer LP 5.5% 01 Jun 2027$44,411$45,574
Entergy Corp .9% 15 Sep 2025$99,606$97,252
Entergy Louisiana LLC 1.6% 15 Dec 2030$28,887$23,965
Equinix Inc 2.9% 18 Nov 2026$291,467$259,636
ERP Operating LP 2.85% 01 Nov 2026$91,394$89,071
Essex Portfolio LP 1.65% 15 Jan 2031$104,977$86,238
Evergy Inc 2.9% 15 Sep 2029$114,801$104,619
Expedia Group Inc 3.25% 15 Feb 2030$258,688$230,520
Extra Space Storage LP 2.2% 15 Oct 2030$337,090$297,798
Extra Space Storage LP 2.35% 15 Mar 2032$199,594$163,430
Extra Space Storage LP 3.9% 01 Apr 2029$89,897$86,072
Fifth Third Bancorp Variable 4.895% 06 Sep 2030$402,273$394,532
Fiserv Inc 3.5% 01 Jul 2029$355,276$375,267
Ford Credit Auto Lease Trust 2023-A FORDL 2023-A A3 4.94% 15 Mar 2$496,946$498,023
Ford Credit Auto Owner Trust 2023-A FORDO 2023-A A4 4.56% 15 Dec 202$626,782$624,219
Freddie Mac Multifamily Structured Pass Through Certificates FHMS$1,968,207$1,968,702
Freddie Mac Seasoned Credit Risk Transfer Trust 2017-4 SCRT 2017-4$457,829$392,812
General Electric Co 5.875% 14 Jan 2038$414,465$402,326
General Motors Financial Co Inc 2.35% 08 Jan 2031$550,000$460,097
General Motors Financial Co Inc 5.8% 23 Jun 2028$101,928$101,991
Global Payments Inc 2.9% 15 Nov 2031$433,691$371,942
Global Payments Inc 3.2% 15 Aug 2029$108,851$91,648
Goldman Sachs Group Inc/The 3.5% 16 Nov 2026$880,146$879,895
Goldman Sachs Group Inc/The 3.75% 22 May 2025$124,562$120,557
Goldman Sachs Group Inc/The Variable 4.223% 01 May 2029$329,361$272,443
GSR Mortgage Loan Trust 2004-8F GSR 2004-8F 2A3 6% 25 Sep 2034$13,329$14,019
Halliburton Co 3.8% 15 Nov 2025$26,384$24,790
Hasbro Inc 3.9% 19 Nov 2029$291,189$244,293
HCA Inc 2.375% 15 Jul 2031$298,458$249,167
HCA Inc 3.625% 15 Mar 2032$469,639$462,719
Healthcare Realty Holdings LP 3.1% 15 Feb 2030$126,443$114,025
Healthpeak OP LLC 2.125% 01 Dec 2028$218,676$197,863
Healthpeak OP LLC 5.25% 15 Dec 2032$299,986$302,716
Honda Auto Receivables 2023-2 Owner Trust HAROT 2023-2 A4 4.91% 17 S$303,047$301,561
Honda Auto Receivables 2024-3 Owner Trust HAROT 2024-3 A4 4.51% 21 N$604,406$598,041
Humana INC 5.375% 15 Apr 2031$114,931$114,072
Huntington Bancshares 5.272% 15 Jan 2031$178,000$178,141
Huntington Bancshares Inc/OH 2.55% 04 Feb 2030$298,791$263,901
Hyundai Auto Receivables Trust 2023-A HART 2023-A A4 4.48% 17 Jul 20$499,961$499,133
Hyundai Auto Receivables Trust 2024-B HART 2024-B A3 4.84% 15 Mar 20$580,278$577,960
JB Hunt Transport Services Inc 3.875% 01 Mar 2026$69,996$69,294
JP Morgan Mortgage Trust 2004-A1 JPMMT 2004-A1 1A1 Var 25 Feb 2034$6,649$6,365
JP Morgan Mortgage Trust 2004-A1 JPMMT 2004-A1 2A1 Var 25 Feb 2034$4,295$4,367
JP Morgan Mortgage Trust 2005-A1 JPMMT 2005-A1 5A2 Var 25 Feb 2035$14,002$14,161
JP Morgan Mortgage Trust 2006-A2 JPMMT 2006-A2 5A3 Var 25 Nov 2033$7,231$7,066
Kellogg Co 5.25% 01 Mar 2033$412,869$405,889
Keurig Dr Pepper Inc 5.3% 15 Mar 2034$398,592$399,256
Kinder Morgan Inc 5% 01 Feb 2029$64,892$64,779
KLA Corp 4.65% 15 Jul 2032$149,912$146,771
Kroger Co/The 5% 15 Sep 2034$164,583$159,618
L3 Technologies Inc 3.85% 15 Dec 2026$101,898$98,418
L3Harris Technologies Inc 4.854% 27 Apr 2035$261,103$237,790
Lloyds Banking Group PLC 3.75% 11 Jan 2027$422,566$390,998
LYB INT Finance III 5.5% 01 Mar 2034$227,702$221,076
LYB International Finance III LLC 2.25% 01 Oct 2030$203,604$170,730
Manulife Financial Corp 4.15% 04 Mar 2026$88,784$88,427
Marathon Petroleum Corp 4.7% 01 May 2025$133,998$119,866
Marriott International 5.55% 15 Oct 2028$467,340$480,199
Martin Marietta Materials Inc 3.45% 01 Jun 2027$103,790$100,861
Martin Marietta Materials Inc 3.5% 15 Dec 2027$119,700$115,824
MASTR Adjustable Rate Mortgages Trust 2004-13 MARM 2004-13 2A2 Var$11,795$12,158
McDonald's Corp 3.8% 01 Apr 2028$199,002$194,644
Mercedes-Benz Auto Receivables Trust 2023-1 MBART 2023-1 A3 4.51% 15$325,921$326,002
Merrill Lynch Mortgage Investors Trust Series MLCC 2003-A MLCC 200$2,803$2,901
Merrill Lynch Mortgage Investors Trust Series MLCC 2003-A MLCC 200$971$999
Merrill Lynch Mortgage Investors Trust Series MLCC 2003-B MLCC 200$9,041$9,554
Merrill Lynch Mortgage Investors Trust Series MLCC 2004-A MLCC 200$8,841$9,020
Merrill Lynch Mortgage Investors Trust Series MLCC 2004-D MLCC 200$4,816$5,008
Merrill Lynch Mortgage Investors Trust Series MLCC 2004-HB1 MLCC 2$4,729$5,279
Meta Platforms Inc 4.75% 15 Aug 2034$514,022$501,316
Microchip Technology Inc 5.05% 15 Mar 2029$114,796$114,764
Mid-America Apartments LP 1.7% 15 Feb 2031$292,307$255,411
Morgan Stanley 3.875% 27 Jan 2026$194,472$198,521
Morgan Stanley Mortgage Loan Trust 2004-3 MSM 2004-3 4A Var 25 Apr 2$18,688$16,806
Morgan Stanley Variable 2.188% 28 Apr 202026$421,164$396,432
Morgan Stanley Variable 2.699% 22 Jan 2031$268,283$222,128
Morgan Stanley Variable 4.431% 23 Jan 2030$120,042$97,326
Morgan Stanley Variable 5.164% 20 Apr 2029$550,000$551,551
Morgan Stanley Variable 5.32% 19 Jul 2035$164,000$161,312
MPLX LP 5.5% 01 Jun 2034$222,251$221,970
MRFC Mortgage Pass-Through Trust Series 2000-TBC3 MRFC 2000-TBC3 A$10,566$11,020
Mylan Inc 4.55% 15 Apr 2028$351,981$293,916
NatWest Group PLC Variable 4.964% 15 Aug 2030$347,195$337,867
New Century Home Equity Loan Trust Series 2003-5 NCHET 2003-5 AI7 Va$190$184
NiSource Inc 3.95% 30 Mar 2048$99,892$76,328
Nissan Auto Lease Trust 2023-A NALT 2023-A A3 4.91% 15 Jan 2026$85,080$85,105
NNN REIT Inc 3.6% 15 Dec 2026$81,096$80,278
NNN REIT Inc 5.5% 15 Jun 2034$118,522$119,506
Nomura Holdings Inc 2.679% 16 Jul 2030$200,000$174,024
Norfolk Southern Corp 2.9% 15 Jun 2026$234,678$244,184
NOV Inc 3.6% 01 Dec 2029$523,260$466,102
Nutrien Ltd 4.9% 27 Mar 2028$4,991$4,998
O'Reilly Automotive Inc 3.55% 15 Mar 2026$119,024$118,361
O'Reilly Automotive Inc 3.6% 01 Sep 2027$61,901$60,161
ONE Gas Inc 2% 15 May 2030$59,686$51,873
Oracle Corp 2.875% 25 Mar 2031$503,219$443,579
Pacific Gas and Electric Co 3% 15 Jun 2028$297,366$309,154
Pacific Gas and Electric Co 4.55% 01 Jul 2030$227,348$193,560
Pacific Gas and Electric Co 5.8% 15 May 2034$200,632$199,454
Packaging Corp of America 3% 15 Dec 2029$199,738$182,359
Philip Morris International Inc 3.375% 11 Aug 2025$198,600$198,412
Phillips 66 1.3% 15 Feb 2026$81,967$79,011
Pioneer Natural Resources Co 1.9% 15 Aug 2030$358,064$315,210
PNC Financial Services Group Inc/The 2.55% 22 Jan 2030$274,230$244,178
PPG Industries Inc 1.2% 15 Mar 2026$87,500$84,282
PPL Capital Funding Inc 5.25% 01 Sep 2034$49,743$49,210
Precision Castparts Corp 3.25% 15 Jun 2025$249,490$248,572
Prime Mortgage Trust 2004-CL1 PRIME 2004-CL1 1A1 6% 25 Feb 2034$15,762$14,867
Principal Financial Group Inc 3.7% 15 May 2029$277,893$238,090
Prologis LP 1.625% 15 Mar 2031$392,670$405,862
Prologis LP 2.25% 15 Apr 2030$40,042$34,988
Providence St Joseph Health Obligated Group 2.746% 01 Oct 2026$84,000$81,031
Prudential Financial Inc 3.878% 27 Mar 2028$135,000$131,417
Public Storage Operating Co 1.95% 09 Nov 2028$354,837$319,463
Quanta Services Inc 2.9% 01 Oct 2030$352,264$302,782
Quest Diagnostics Inc 2.95% 30 Jun 2030$147,817$131,139
Realty Income Corp 4.125% 15 Oct 2026$102,977$99,045
Regency Centers LP 2.95% 15 Sep 2029$70,931$65,061
Regency Centers Lp 3.7% 15 Jun 2030$271,335$233,495
Residential Asset Securitization Trust 2004-A2 RAST 2004-A2 1A3 Fl$8,707$9,454
Roper Technologies Inc 1.4% 15 Sep 2027$259,636$238,119
Roper Technologies Inc 2% 30 Jun 2030$80,090$69,031
RTX Corp 3.95% 16 Aug 2025$621,630$596,826
Safehold GL Holdings LLC 2.8% 15 Jun 2031$218,079$187,877
San Diego Gas & Electric Co 1.7% 01 Oct 2030$195,098$167,778
Santander Drive Auto Receivables Trust 2024-1 SDART 2024-1 A3 5.25%$502,598$502,184
Sequoia Mortgage Trust 11 SEMT 11 A Flt 20 Dec 2032$6,856$6,602
Sequoia Mortgage Trust 2003-1 SEMT 2003-1 1A Flt 20 Apr 2033$10,142$10,585
Shell International Finance BV 2.875% 10 May 2026$137,547$134,916
Sherwin-Williams Co/The 3.3% 01 Feb 2025$70,119$69,879
Southern California Edison Co 5.2% 01 Jun 2034$291,800$301,749
Southern Co Gas Capital 5.75% 15 Sep 2033$318,016$302,577
Southern Co/The 3.7% 30 Apr 2030$334,245$281,726
Southwestern Electric Power Co 4.1% 15 Sep 2028$200,000$194,056
State Street Corp Variable 4.421% 13 May 2033$70,000$66,631
State Street Corp Variable 4.53% 20 Feb 2029$115,000$113,681
Steel Dynamics Inc 1.65% 15 Oct 2027$76,463$70,832
Steel Dynamics Inc 3.45% 15 Apr 2030$42,886$39,874
Steel Dynamics Inc 5.375% 15 Aug 2034$69,054$69,392
Structured Asset Mortgage Investments II Trust 2004-AR2 SAMI 2004-$20,323$23,503
T-Mobile USA Inc 2.55% 15 Feb 2031$959,521$984,895
T-Mobile USA Inc 5.15% 15 Apr 2034$206,166$196,770
Take-Two Interactive Software Inc 4.95% 28 Mar 2028$90,379$89,953
Takeda Pharmaceutical Co Ltd 2.05% 31 Mar 2030$407,688$344,656
TC PipeLines LP 3.9% 25 May 2027$53,000$51,791
Textron Inc 3% 01 Jun 2030$199,046$179,797
The Campbell's Company 3.95% 15 Mar 2025$74,810$74,827
Thornburg Mortgage Securities Trust 2003-4 TMST 2003-4 A1 Flt 25 S$9,255$9,635
Thornburg Mortgage Securities Trust 2004-1 TMST 2004-1 II2A Var 25$8,733$9,191
Thornburg Mortgage Securities Trust 2004-3 TMST 2004-3 A Flt 25 Se$10,930$10,864
Toronto-Dominion Bank/The 5.523% 17 Jul 2028$715,000$726,669
Toyota Auto Receivables 2023-B Owner Trust TAOT 2023-B A4 4.66% 15 S$756,533$750,818
Toyota Auto Receivables 4.63% 15 Sep 2027$690,573$691,017
TransCanada PipeLines Ltd 6.2% 15 Oct 2037$415,034$407,215
Truist Financial Corp Variable 4.26% 28 Jul 2026$485,000$483,113
TSMC Arizona Corp 3.875% 22 Apr 2027$454,222$446,865
Tyson Foods Inc 3.55% 02 Jun 2027$213,370$193,969
UDR Inc 2.1% 01 Aug 2032$66,929$53,236
UDR Inc 2.95% 01 Sep 2026$64,000$62,051
UDR Inc 3.2% 15 Jan 2030$60,735$55,849
UDR Inc 3.5% 15 Jan 2028$69,972$71,765
Unilever Capital Corp 3.375% 22 Mar 2025$148,551$149,549
Union Electric Co 5.2% 01 Apr 2034$398,516$407,554
United Airlines 2016-2 Class AA Pass Through Trust 2.875% 07/10/2028$95,289$90,365
United Airlines 2018-1 Class A Pass Through Trust 3.7% 01 Mar 2030$210,639$190,418
United Airlines 2018-1 Class AA Pass Through Trust 3.5% 01 Mar 2030$97,268$90,830
UnitedHealth Group Inc 3.1% 15 Mar 2026$297,470$295,589
US Bancorp Variable 5.1% 23 Jul 2030$555,000$554,317
Ventas Realty LP 3.25% 15 Oct 2026$95,203$85,591
Ventas Realty LP 3.5% 01 Feb 2025$120,874$117,796
Ventas Realty LP 4.125% 15 Jan 2026$35,563$34,721
Virginia Electric and Power Co 3.5% 15 Mar 2027$99,908$97,472
VMware LLC 2.2% 15 Aug 2031$491,535$414,863
WaMu Mortgage Pass-Through Certificates Series 2003-AR7 Trust WAMU$10,258$10,396
WaMu Mortgage Pass-Through Certificates Series 2003-AR8 Trust WAMU$13,411$12,959
WaMu Mortgage Pass-Through Certificates Series 2004-AR3 Trust WAMU 2$9,768$9,064
WaMu Mortgage Pass-Through Certificates Series 2004-CB1 Trust WAMU 2$10,454$9,905
WEC Energy Group Inc 1.375% 15 Oct 2027$199,840$182,570
WEC Energy Group Inc 5.6% 12 Sep 2026$79,987$81,019
Wells Fargo & Co Variable 2.393% 02 Jun 2028$258,815$235,458
Wells Fargo & Co Variable 3.196% 17 Jun 2027$599,543$537,279
Wells Fargo & Co Variable 3.584% 22 May 2028$332,689$285,867
Wells Fargo Mortgage Backed Securities 2004-K Trust WFMBS 2004-K 1$5,982$5,972
Welltower Inc 2.75% 15 Jan 2032$467,612$397,843
Westpac Banking Corp Variable 4.322% 23 Nov 2031$200,000$196,848
Williams Cos Inc/The 4.9% 15 Mar 2029$94,572$94,298
World Financial Network Credit Card Master Trust WFNMT 2023-A A 5.02$889,835$894,717
WP Carey Inc 2.4% 01 Feb 2031$29,730$25,503
WP Carey Inc Sr Nt 2.25% 01 Apr 2033$246,805$197,023
WRKCo Inc 3% 15 Jun 2033$258,505$209,991
WRKCo Inc 3.9% 01 Jun 2028$34,992$33,778
Xilinx Inc 2.375% 01 Jun 2030$121,571$105,764
Xylem Inc/NY 3.25% 01 Nov 2026$40,916$39,964
Colombia Government International Bond 7.375% 18 Sep 2037$190,040$142,653

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (125 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Gal-Tex Hotel Corporation Minority Basis$1,072,283$36,400,000
ACV Auctions Inc$1,537,404$1,701,108
Archer Aviation Inc$884,425$1,023,263
First Watch Restaurant Group Inc$1,494,429$1,672,704
Indie Semiconductor Inc-A$4,322,800$2,635,781
KinderCare Learning Cos Inc$2,284,684$1,670,744
Kura Sushi USA Inc$1,487,736$2,089,409
Life Time Group Holdings Inc$1,550,215$2,037,274
Lovesac Co/The$490,931$515,457
Oddity Tech Ltd$3,471,846$3,895,086
Sweetgreen Inc$1,188,288$1,173,396
Compass Inc$881,099$1,389,978
CoStar Group Inc$1,903,696$1,769,204
Genius Sports Ltd$2,791,639$4,499,851
Marex Group PLC$2,977,672$4,171,980
Porch Group Inc$920,048$2,173,656
StepStone Group Inc$797,850$856,624
Victory Capital Holdings Inc$2,755,845$5,294,667
Evolent Health Inc$4,511,443$1,983,341
Axon Enterprise Inc$2,369,804$6,528,011
Enovix Corp$775,274$757,998
Kornit Digital Ltd$1,613,073$2,630,905
Paylocity Holding Corp$1,481,620$1,891,375
Shift4 Payments Inc$1,516,200$1,644,809
Transcat Inc$1,032,304$965,935
CCC Intelligent Solutions Holdings Inc$429,302$450,021
Digimarc Corp$563,337$570,476
EverQuote Inc$335,813$742,509
Globant SA$2,242,059$2,669,529
HubSpot Inc$1,268,068$1,735,654
Magnite Inc$1,196,395$1,755,626
PAR Technology Corp$1,540,668$1,764,282
Phreesia Inc$2,318,441$2,400,012
QXO Inc$650,885$719,475
Reddit Inc$598,350$1,529,635
Semtech Corp$763,814$1,264,461
Sportradar Group AG$1,872,880$2,374,297
Sprout Social Inc$2,543,593$1,893,701
SPS Commerce Inc$2,438,949$3,148,621
Toast Inc$1,830,204$3,460,891
Vertex Inc$500,945$1,036,004
Workiva Inc$630,343$755,988
Zeta Global Holdings Corp$882,128$752,180
Carpenter Technology Corp$1,137,421$2,057,055
Casella Waste Systems Inc$883,805$881,183
Advance Auto Parts Inc$1,113,903$1,195,917
Capri Holdings Ltd$823,244$841,073
Coty Inc$544,762$388,946
Foot Locker Inc$621,121$610,368
Gentherm Inc$868,965$678,286
Goodyear Tire & Rubber Co/The$1,578,116$1,161,657
Papa John's International Inc$1,223,858$929,989
PVH Corp$606,263$736,020
Steven Madden Ltd$441,416$509,517
VF Corp$2,311,708$2,925,062
Hain Celestial Group Inc/The$1,046,145$378,834
Crescent Energy Co$1,278,543$1,594,565
Helmerich & Payne Inc$998,487$832,360
Matador Resources Co$493,947$499,645
Murphy Oil Corp$1,481,845$1,179,262
Range Resources Corp$632,218$834,052
Valaris Ltd$460,939$407,318
Ameris Bancorp$755,182$914,210
Cadence Bank Com$894,936$1,224,973
CareTrust REIT Inc$536,341$515,275
Columbia Banking System Inc$1,195,294$1,353,039
Community Financial System Inc$877,396$1,064,905
DigitalBridge Group Inc$633,091$514,142
Empire State Realty Trust Inc$274,567$367,413
Glacier Bancorp Inc$872,097$1,090,979
Hancock Whitney Corp$842,540$951,252
Lakeland Financial Corp$251,233$268,302
National Bank Holdings Corp$1,053,312$1,221,612
Pacific Premier Bancorp Inc$587,053$530,323
Seacoast Banking Corp of Florida$1,043,229$1,029,292
SouthState Corp$890,314$1,135,962
STAG Industrial Inc$624,612$638,048
Terreno Realty Corp$564,670$572,239
Texas Capital Bancshares Inc$1,001,010$1,253,702
United Community Banks Inc/GA$708,786$751,369
WesBanco Inc$951,527$972,035
AdaptHealth Corp$1,626,864$1,522,705
AngioDynamics Inc$511,848$510,945
BioCryst Pharmaceuticals Inc$576,393$453,982
Galapagos NV$936,677$718,850
Geron Corp$934,418$940,822
ICU Medical Inc$1,516,234$1,653,802
Innovex International Inc Com$393,960$233,732
NeoGenomics Inc$987,722$1,202,743
Pediatrix Medical Group Inc$330,924$346,499
Quidelortho Corporation Com$1,545,215$1,664,388
AAR Corp$448,448$565,798
Apogee Enterprises Inc$901,897$1,445,196
Arcbest Corp Com$846,798$785,568
Astec Industries Inc$577,962$496,037
AZZ Inc$981,335$1,705,165
Belden Inc$1,076,118$1,515,055
Columbus McKinnon Corp/NY$530,888$638,219
Enerpac Tool Group Corp$225,057$327,528
EnerSys$931,041$1,101,026
Hub Group Inc$385,853$383,884
Littelfuse Inc$1,139,804$1,071,501
Mercury Systems Inc$1,825,691$1,925,070
O-I Glass Inc$1,289,107$1,118,612
Quanex Building Products Corp$814,029$818,270
REV Group Inc$1,121,926$2,441,911
Silgan Holdings Inc$1,152,821$1,325,297
Summit Materials Inc$923,207$1,580,896
Valmont Industries Inc$1,723,810$2,200,357
Ichor Holdings Ltd$573,930$514,843
nLight Inc$200,345$202,572
Progress Software Corp$1,032,873$1,231,270
Rambus Inc$195,556$191,353
Alamos Gold Inc$582,518$968,801
Ingevity Corp$1,605,326$1,588,680
MP Materials Corp$849,641$748,800
Radius Recycling Inc$492,279$411,884
Sensient Technologies Corp$883,278$947,188
Clearfield Inc$306,924$303,924
Viavi Solutions Inc$652,041$640,027
ALLETE Inc$738,970$828,922
Element Solutions Inc$781,027$963,492
New Jersey Resources Corp$690,207$732,732
OGE Energy Corp$785,475$857,216
TXNM Energy Inc$905,324$966,289

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$145,770,545USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$139,006,053USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$87,837StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$79,971StateLocalSecEOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemReal estate and mineral interestsCategoryOrItemTxt
Cost Or Other Basis$1,500,308CostOrOtherBasisAmt
Accumulated Depreciation$0AccumulatedDepreciationAmt
Book Value$1,500,308BookValueAmt
EOYFMV$67,254,642EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (42 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
400 Capital Global Credit Opportuniities Fund LtdAT COST$30,000,000$34,471,394
Acadian Non-Us All Cap Equity FundAT COST$109,587,397$119,977,754
Arlington Capital Partners VI LPAT COST$11,644,961$14,978,063
Arrowstreet Global Equity ACWI Trust FundAT COST$168,462,995$212,685,035
Clayton Dubilier & Rice Fund XII-A LPAT COST$5,171,568$7,042,498
Columbus Unconstrained Bond FundAT COST$90,249,356$89,850,039
Cross Ocean Usss Fund Ii Cayman Feeder LPAT COST$7,914,689$8,923,941
Frontenac Xii Private Capital (Parallel) LPAT COST$14,067,041$17,315,914
State Street FTSE Rafi Us 1000 Indx CtfAT COST$255,259,237$299,985,914
Graham Global Investment Fund II Spc Ltd-Proprietary Matrix Segregated PortfAT COST$50,025,096$52,793,206
HG Vora Special Opportunities Fund LtdAT COST$30,000,000$31,105,853
Highmore Trade Finace Fund LPAT COST$5,291,425$2,959,900
Hps Core Senior Lending Offshore Fund II L.P.AT COST$18,342,187$19,466,920
Jennison Global Opportunity Fund Of The Prudential Trust Co IbtAT COST$138,309,001$185,321,989
PEG Global Private Equity IXAT COST$18,092,707$27,036,208
Khosla Ventures Seed F LPAT COST$570,450$770,492
Khosla Ventures VIII LPAT COST$2,141,733$2,613,590
Khosla Vetures Opportunity II LPAT COST$1,835,306$1,938,024
KLCP Offshore Fund III LPAT COST$10,787,112$13,105,444
Lord Abbett Short Duration Credit TrustAT COST$288,207,490$293,653,106
Mill Point Capital Parnters III-A LPAT COST$2,243,199$2,148,215
New Holland Tactical Alpha Offshore Fund LtdAT COST$50,455,971$53,621,495
Newbury Equity Partners VAT COST$20,440,783$28,600,952
Ocean Avenue Fund V LPAT COST$6,274,984$9,578,665
PEG Global Private Equity VIIIAT COST$37,816,559$54,417,163
Pinestone Global Equity Fund LLCAT COST$193,383,147$220,525,048
Questa Capital Partners III LPAT COST$5,129,749$6,220,712
State Street Russell Small Cap Completeness R Indx CtfAT COST$99,008,911$130,540,196
State Street S&P 500 Index Common Trust FundAT COST$732,508,580$858,956,955
Spark Capital Growth Fund IV LPAT COST$10,481,288$14,324,340
Spark Capital Growth Fund V LPAT COST$2,035,155$2,019,127
Spark Capital VII LPAT COST$4,796,805$6,890,869
Spark Capital VIII LPAT COST$798,812$790,220
Strategic Value Special Situations Feeder Fund V, L.P.AT COST$7,767,435$10,551,667
Thoma Bravo XV-A LPAT COST$18,010,365$25,517,353
Top Tier Venture Capital X, LPAT COST$9,559,535$7,267,093
State Street US Tips Index Nl CtfAT COST$50,240,606$49,989,973
State Street US Treasury Index Nl CtfAT COST$50,232,077$50,099,989
Warren Equity Partners Elido Fund II-A, LPAT COST$2,059,526$2,645,429
William Blair Emerging Market Growth FundAT COST$82,373,757$91,929,685
Windrose Health Investors VI, LPAT COST$12,262,755$17,741,312
WTC-Ctf opportunistic Fxd Inc AllocationAT COST$60,451,188$58,086,972

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
Galveston Offices$1,226,591$1,226,591$0
Automobiles$248,885$69,714$179,171

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal feesCategoryTxt
Legal Fees$294,532LegalFeesAmt
Net Investment Income$90,580NetInvestmentIncomeAmt
Disbursements Charitable Prps$203,952DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOil PaintingsDesc
BOY Book Value$51,700BOYBookValueAmt
EOY Book Value$42,500EOYBookValueAmt
EOYFMV$1,519,500EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Office supplies$23,942$3,879$20,063
Insurance expense$109,464$17,733$91,731
Appraisals expense$28,149$0$28,149
Auto expense$10,741$1,740$9,001
Computer expense$98,617$15,976$82,641
Telephone expense$49,862$8,078$41,784
Other adm expenses$255,439$41,381$214,013
Scholarship program expenses$9,000$0$9,000
K-1 expenses$12,298,673$12,298,673$0
Admin expenses of Moody Medical Reserach Inst$380,372$36,523$343,849

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Oil & gas royalty income$14,271,872$14,271,872$14,271,872
Partnership income$58,794,399$58,740,371$58,794,399
Foreign dividends$5,518,456$5,518,456$5,518,456

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescIRC Sec 507(b)(2) transfer from Moody Medical Research InstituteDesc
Amt$19,075,250Amt

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (2 entries)

Balance DueBalanceDueAmt
Galveston Historical Foundation
$150,000
Resource Center of Dallas Inc
$2,800,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Banking and trust services$511,918$409,534$102,384
Investment management fees$3,066,907$3,066,907$0
Consulting fees$287,463$222,503$64,960

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
990-PF excise tax$2,411,672$0$0
Ad valorem tax$545,082$545,082$0

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Moody Medical Research InstituteBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12302 Post Office Street Ste 704AddressLine1Txt
CityGalvestonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77550ZIPCd
FieldValueIRS element (for citing)
EIN830744842EIN
DescIRC Sec 507(b)(2) transfer. Entity is not a business enterprise, per IRC Sec 4943(d)(3)(B).Desc
Amt$0Amt
FieldValueIRS element (for citing)
Total$12,110,037TotalAmt