2026-01-16T11:10:38-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2024-07-01 752251332 THE NANCY ANN HUNT FOUNDATION NANC 2149788860 1900 NORTH AKARD STREET DALLAS TX 752012300 RAY L HUNT PRESIDENT & CEO 2148556717 2026-01-15 1 1 STEVEN TALBOT P01695427 5058787200 2026-01-15 2024 2025-03-06 01:10:19Z NANCY ANN HUNT 1900 NORTH AKARD STREET DALLAS TX 752012300 4725069 0 X N/A X 1988 TX THE NANCY ANN HUNT FOUNDATION IS A TEXAS NONPROFIT FOUNDATION ESTABLISHED TO ASSIST ORGANIZATIONS EXEMPT FROM INCOME TAXES UNDER IRC SECTION 501(C)(3). 7 6 0 6 0 0 755477 4590522 0 0 355589 111131 17924 23416 1128990 4725069 5470000 4360000 0 0 0 0 0 0 0 65171 54054 5535171 4414054 -4406181 311015 3554924 4325819 4961 0 3549963 4325819 X THE NANCY ANN HUNT FOUNDATION IS A TEXAS NONPROFIT FOUNDATION ESTABLISHED TO ASSIST ORGANIZATIONS EXEMPT FROM INCOME TAXES UNDER IRC SECTION 501(C)(3) AND OPERATED EXCLUSIVELY FOR RELIGIOUS, MEDICAL, LITERARY, OR EDUCATIONAL PURPOSES AS WILL MOST EFFECTIVELY ASSIST, ENCOURAGE, AND PROMOTE THE WELL-BEING OF MANKIND. 0 0 4360000 4360000 THE NANCY ANN HUNT FOUNDATION, IN FURTHERANCE OF ITS MISSION AS WELL AS TO SUPPORT AND BENEFIT THE COMMUNITIES FOUNDATION OF TEXAS, PROVIDED GRANT FUNDING TO THE FOLLOWING ORGANIZATIONS IN THE FISCAL YEAR ENDING 6/30/2025:COMMUNITIES FOUNDATION OF TEXAS; SOUTHERN METHODIST UNIVERSITY; ST. PHILIPS SCHOOL AND COMMUNITY CENTER; AND WESLEY RANKIN COMMUNITY CENTER. 4360000 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X GREG IMHOFF TREASURER 2148556717 1900 NORTH AKARD STREET DALLAS TX 752012300 NANCY ANN HUNT VICE PRESIDENT/DIRECTOR 5.00 X X 0 0 0 HEATHER HUNT GRAHAM VICE PRESIDENT/DIRECTOR 5.00 X X 0 0 0 ASHLEE HUNT KLEINERT VICE PRESIDENT/DIRECTOR 5.00 X X 0 0 0 BOBBY LEE DIRECTOR 5.00 X 0 0 0 RICHIE BUTLER DIRECTOR (THROUGH DECEMBER 2024) 5.00 1.00 X 0 0 0 DAVID ROSENBERG DIRECTOR 5.00 X 0 0 0 WAYNE WHITE VICE PRESIDENT/DIRECTOR 5.00 40.00 X X 0 555840 35338 JOHN STEPHENS DIRECTOR 5.00 1.00 X 0 0 0 RAY L HUNT PRESIDENT & CEO 5.00 X 0 0 0 DAVID C HERNANDEZ VICE PRESIDENT 5.00 X 0 0 0 L CHRISTOPHER LANZILLOTTA SECRETARY & ASSISTANT TREASURER 5.00 X 0 0 0 GREG IMHOFF TREASURER & ASSISTANT SECRETARY 5.00 X 0 0 0 0 555840 35338 0 0 1 0 0 50427 4540095 4590522 111131 111131 23416 23416 4725069 0 0 134547 4360000 4360000 1337 1337 33723 33723 6201 6201 ROYALTY TAXES 11199 11199 REAL ESTATE EXPENSES 1594 1594 4414054 4360000 54054 0 568137 1230404 13073 8325 2973714 3087090 3554924 4325819 4961 0 4961 0 X 3549963 4325819 3549963 4325819 3554924 4325819 311015 464841 0 X 0 1 X 1 0 X X 1 COMMUNITIES FOUNDATION OF TEXAS 750964565 7 1 520000 0 1 520000 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV SECTION A LINE 6 THE NANCY ANN HUNT FOUNDATION PROVIDED GRANTS TO COMMUNITIES FOUNDATION OF TEXAS IN THE AMOUNT OF $520,000; ST. PHILIPS SCHOOL AND COMMUNITY CENTER IN THE AMOUNT OF $50,000; WESLEY RANKIN COMMUNITY CENTER IN THE AMOUNT OF $40,000; AND SOUTHERN METHODIST UNIVERSITY - IN THE AMOUNT OF $3,750,000. THESE GRANTS WERE DISTRIBUTED ONLY AFTER THE APPROVAL OF THE BOARD OF TRUSTEES OF COMMUNITIES FOUNDATION OF TEXAS, THE ORGANIZATION THAT IS SUPPORTED BY THE NANCY ANN HUNT FOUNDATION. THIS APPROVAL EVIDENCES THE CONCURRENCE BY THE BOARD OF TRUSTEES OF COMMUNITIES FOUNDATION OF TEXAS THAT THESE GRANTS SUPPORT AND BENEFIT THE COMMUNITIES FOUNDATION OF TEXAS AND ITS MISSION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 CANYON CLO 3087090 F 3087090 X 5189910 464841 464841 4725069 0 4725069 4414054 0 4414054 0 4414054 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE INTERNAL REVENUE SERVICE HAS CLASSIFIED THE FOUNDATION AS A SUPPORTING ORGANIZATION OF THE COMMUNITIES FOUNDATION OF TEXAS PURSUANT TO SECTION 509(A)(3) SUCH THAT THE FOUNDATION IS A PUBLIC CHARITY AND NOT A PRIVATE FOUNDATION. AS A PUBLIC CHARITY, ONLY UNRELATED BUSINESS INCOME, IF ANY, IS TAXABLE TO THE FOUNDATION. THE ACCOUNTING STANDARDS CODIFICATION (ASC) PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED, AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED WHEN CHALLENGED OR WHEN EXAMINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY THAN NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE AND LIABILITY IN THE CURRENT YEAR. MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN INCOME TAX POSITIONS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 3087090 0 0 0 0 0 0 3087090 0 3087090 1 0 1 0 0 0 1 COMMUNITIES FOUNDATION OF TEXAS (CFT) 5500 CARUTH HAVEN LN DALLAS TX 75225 750964565 501(C)(3) 520000 0 GENERAL FUND SOUTHERN METHODIST UNIVERSITY 3140 DYER ST STE 261 DALLAS TX 75205 750800689 501(C)(3) 3750000 0 HUNT LEADERSHIP SCHOLARS PROGRAM ($1,250,000), FIRST WEEK SOCIETY ($2,000,000), AND SIMMONS SCHOOL OF EDUCATION ($500,000) ST PHILIPS SCHOOL AND COMMUNITY CENTER 1600 PENNSYLVANIA AVE DALLAS TX 75215 751097360 501(C)(3) 50000 0 GENERAL FUND WESLEY-RANKIN COMMUNITY CENTER 3100 CROSSMAN AVE DALLAS TX 752123914 750808775 501(C)(3) 40000 0 GENERAL FUND 4 0 PART 1 LINE 2 THE FOUNDATION ONLY PROVIDES GRANTS TO ORGANIZATIONS OR OTHER PARTIES THAT SHARE THE SAME VISION AND MISSION AS THE FOUNDATION. FOR THE GRANTS MADE FROM JULY 1, 2024 THROUGH JUNE 30, 2025, SELECTED OFFICERS AND MEMBERS OF THE NANCY ANN HUNT FOUNDATION AND THE COMMUNITIES FOUNDATION OF TEXAS FOLLOWED UP WITH DONEE ORGANIZATIONS TO ENSURE GRANT FUNDS WERE USED FOR THEIR DESIGNATED PURPOSES. 0 0 0 0 0 0 0 0 0 WAYNE WHITE VICE PRESIDENT/DIRECTOR 0 483367 0 71288 0 1185 0 27600 0 7738 0 591178 0 0 FORM 990, SCHEDULE J- PART I, LINE 3 THE OFFICER LISTED IS COMPENSATED BY COMMUNITIES FOUNDATION OF TEXAS, A RELATED TAX-EXEMPT ORGANIZATION. COMMUNITIES FOUNDATION OF TEXAS CHECKS THE FOLLOWING BOXES ON ITS SCHEDULE J: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 2 RAY L. HUNT, NANCY ANN HUNT, HEATHER HUNT GRAHAM, ASHLEE HUNT KLEINERT - FAMILY RELATIONSHIP RAY L. HUNT, DAVID C. HERNANDEZ, L. CHRISTOPHER LANZILLOTTA, GREG IMHOFF - BUSINESS RELATIONSHIPS FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION E-MAILS A COPY OF THE RETURN TO EACH BOARD MEMBER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, DIRECTOR, AND COMMITTEE MEMBER IS REQUIRED TO ANNUALLY PROVIDE A STATEMENT TO THE FOUNDATION CONFIRMING THAT HE OR SHE HAS READ, UNDERSTANDS, AND AGREES TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. THEY SHALL ALSO LIST ANY ADDITIONAL ENTITIES OR PERSONS THAT WOULD BE REQUIRED TO BE DISCLOSED PURSUANT TO THE FOREGOING PROVISIONS THAT HAVE NOT PREVIOUSLY BEEN DISCLOSED TO THE FOUNDATION. IF A POSSIBLE CONFLICT OF INTEREST ARISES, THE PERSON WITH THE CONFLICT DOESN'T PARTICIPATE IN ANY DISCUSSIONS OR VOTE ON THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE NANCY ANN HUNT FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. COMMUNITIES FOUNDATION OF TEXAS 5500 CARUTH HAVEN LANE DALLAS TX 75225 750964565 CHARITABLE TX 501(C)(3) LINE 7 N/A 0 NANCY ANN HUNT & RAY L HUNT PHILANTHROPIC FUND 1900 NORTH AKARD STREET DALLAS TX 75201 751903084 CHARITABLE TX 501(C)(3) PF N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0