STRATEGY STUDIO / PUBLIC DATA EXPLORER

CORE-MARK FAMILIES FOUNDATION

Cite this

Plain text CORE-MARK FAMILIES FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2016–2024. https://strategystudio.org/org/474200634. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). CORE-MARK FAMILIES FOUNDATION [Nonprofit organization profile; tax years 2016–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/474200634

MLA “CORE-MARK FAMILIES FOUNDATION.” Strategy Studio, tax years 2016–2024, https://strategystudio.org/org/474200634. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2016–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $463K · expenses $451K · assets $63K

EIN
47-4200634
Address
1500 SOLANA BLVD STE 3400, WESTLAKE, TX 76262-5318
Website
https://cmff1000.org
NTEE code
B82
Subsection
501(c)(3)
Ruling year
2016
Cross-check
ProPublica Nonprofit Explorer

Mission

TO HELP MAKE HIGHER EDUCATION MORE READILY AVAILABLE BY ALLEVIATING THE FINANCIAL BURDEN THAT RISING TUITION IMPOSES ON THOSE PURSUING IT.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 8 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

8 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Thomas Perkins PRESIDENT2022-2024 2 $0 reported 1
Hans-Joachim WEGENER SECRETARY2022-2024 2 $0 reported 1
Christopher Miller Treasurer2022-2024 2 $0 reported 1
Carl Parker Director2024 2 $0 reported 1
Stacy Loretz-Congdon (former) director2016-2023 2 $0 reported 1
Tom Perkins (former) PRESIDENT2021 1 $0 reported 1
Joe Wegener (former) SECRETARY2016-2021 1 $0 reported 1
Jerry Michael Walsh (former) PRESIDENT2016-2020 1 $0 reported 1

People by year

2024 · 4 people listed · none paid · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Thomas Perkins PRESIDENT2 $0$0$0 $01
Hans-Joachim WEGENER SECRETARY2 $0$0$0 $01
Christopher Miller Treasurer2 $0$0$0 $01
Carl Parker Director2 $0$0$0 $01
2023 · 4 people listed · none paid · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Thomas Perkins PRESIDENT2 $0$0$0 $01
STACY LORETZ-CONGDON director2 $0$0$0 $01
Hans-Joachim WEGENER SECRETARY2 $0$0$0 $01
Christopher Miller Treasurer2 $0$0$0 $01
2022 · 4 people listed · none paid · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Thomas Perkins PRESIDENT2 $0$0$0 $01
STACY LORETZ-CONGDON director2 $0$0$0 $01
Hans-Joachim WEGENER SECRETARY2 $0$0$0 $01
Christopher Miller Treasurer2 $0$0$0 $01
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tom Perkins PRESIDENT1 $0-$0 $01
STACY LORETZ-CONGDON TREASURER1 $0-$0 $01
JOE WEGENER SECRETARY1 $0-$0 $01
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JERRY MICHAEL WALSH PRESIDENT1 $0-$0 $01
STACY LORETZ-CONGDON TREASURER1 $0-$0 $01
JOE WEGENER SECRETARY1 $0-$0 $01
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JERRY MICHAEL WALSH PRESIDENT1 $0-$0 $01
STACY LORETZ-CONGDON TREASURER1 $0-$0 $01
JOE WEGENER SECRETARY1 $0-$0 $01
2018 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JERRY MICHAEL WALSH PRESIDENT1 $0-$0 $01
STACY LORETZ-CONGDON TREASURER1 $0-$0 $01
JOE WEGENER SECRETARY1 $0-$0 $01
2017 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JERRY MICHAEL WALSH PRESIDENT1 $0-$0 $01
STACY LORETZ-CONGDON TREASURER1 $0-$0 $01
JOE WEGENER SECRETARY1 $0-$0 $01
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JERRY MICHAEL WALSH PRESIDENT1 $0-$0 $01
STACY LORETZ-CONGDON TREASURER1 $0-$0 $01
JOE WEGENER SECRETARY1 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$463,198$451,459 $63,234$63,234 $462,800$0 $008
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$460,278$464,905 $52,874$52,874 $460,000$0 $008
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$251,320$232,966 $57,380$57,380 $251,320$0 $008
2021 · Form 990EZ period ending 2021-12-31 · view filing · original 990 ↗
$179,301$166,686 $40,225$39,025 $179,301- ---
2020 · Form 990EZ period ending 2020-12-31 · view filing · original 990 ↗
$132,056$152,737 $26,410$26,410 $132,056- ---
2019 · Form 990EZ period ending 2019-12-31 · view filing · original 990 ↗
$182,990$150,955 $50,678$47,091 $182,990- ---
2018 · Form 990EZ period ending 2018-12-31 · view filing · original 990 ↗
$102,456$119,479 $15,056$15,056 $102,456- ---
2017 · Form 990EZ period ending 2017-12-31 · view filing · original 990 ↗
$121,550$98,139 $32,079$32,079 $121,550- ---
2016 · Form 990EZ period ending 2016-12-31 · view filing · original 990 ↗
$93,101$84,433 $8,668$8,668 $93,101- ---

Funders of this organization

3 grantors reported grants to this organization, $1,545,000 in all, tax years 2016 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor Exact 2016, 2018, 2020-2024 7$1,430,000 2024$450,000
show
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC Public charity Exact 2017 1$65,000 2017$65,000
show
THE COMMUNITY FOUNDATION INC DAF sponsor Exact 2022-2023 2$50,000 2023$25,000
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
Z&Y FUTURE FOUNDATIONTXB82 $558,607$42,475 VICE PRESIDE$0 Same NTEE code B82, revenue within 2x, same state
ACFE FOUNDATIONTXB82 $374,498$217,041 Chair$0 Same NTEE code B82, revenue within 2x, same state
MEAH FAMILY FOUNDATIONTXB82 $369,372$230,184 Director$0 Same NTEE code B82, revenue within 2x, same state, similar name
MARBLE FALLS ISD EDUCATION FOUNDATIONTXB82 $466,368$344,106 EXECUTIVE DIRECTOR$76,317 Same NTEE code B82, revenue within 2x, same state
WEX FOUNDATIONTXB82 $455,757$311,587 EXECUTIVE DIRECTORSECRETARY$24,000 Same NTEE code B82, revenue within 2x, same state
CREATE A SPARK FOUNDATION INCTXB82 $520,225$502,380 Director$0 Same NTEE code B82, revenue within 2x, same state
BROTHERS IN ARMS FOUNDATIONTXB82 $402,570$149,569 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
STEPHEN BREEN MEMORIAL FOUNDATION INCTXB82 $398,645$330,589 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
JOYCE IVY FOUNDATIONTXB82 $514,482$489,976 EXECUTIVE DI$28,390 Same NTEE code B82, revenue within 2x, same state
PSJA TRI CITY EDUCATION FOUNDATIONTXB82 $364,245$281,458 Vice President$0 Same NTEE code B82, revenue within 2x, same state
WESTERN TEXAS COLLEGE FOUNDATIONTXB82 $525,479$94,044 Director$0 Same NTEE code B82, revenue within 2x, same state
CONROE ISD EDUCATION FOUNDATIONTXB82 $458,277$325,083 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
HENDRICK SCHOLARSHIP FOUNDATIONTXB82 $578,067$299,267 Board Member$0 Same NTEE code B82, revenue within 2x, same state
ABERCROMBIE FAMILY FOUNDATIONTXB82 $525,000$0 President$0 Same NTEE code B82, revenue within 2x, same state
FEI HOUSTON SCHOLARSHIP FOUNDATIONTXB82 $402,894$116,572 CHAIRMAN & DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
LEANDER EDUCATIONAL EXCELLENCE FOUNDATIONTXB82 $560,338$692,021 FMR EXECUTIVE DIRECTOR$90,000 Same NTEE code B82, revenue within 2x, same state
REXANNAS FOUNDATION FOR FIGHTING LUNG CANCERTXB82 $412,723$346,125 EXECUTIVE DI$15,000 Same NTEE code B82, revenue within 2x, same state
CARROLLTON-FARMERS BRANCH INDEP SCHL DIST EDUC FOUNDATIONTXB82 $420,956$386,799 EXECUTIVE DIRECTOR$60,303 Same NTEE code B82, revenue within 2x, same state
LOUIS AND MARY KAY SMITH FAMILY FOUNDATION INCTXB82 $545,321$534,310 VICE PRESIDENT$30,016 Same NTEE code B82, revenue within 2x, same state
LORAINE EDUCATION FOUNDATION INCTXB82 $501,027$564,411 Director$114,357 Same NTEE code B82, revenue within 2x, same state
TEXAS DEPARTMENT OF PUBLIC SAFETY FOUNDATIONTXB82 $432,534$433,503 DIRECTOR$0 Same NTEE code B82, revenue within 2x, same state
INTERNATIONAL STUDENT FOUNDATIONTXB82 $585,769$481,359 EXEC DIRECTOR$65,000 Same NTEE code B82, revenue within 2x, same state
ST MARYS UNIVERSITY ALUMNI ASSOCIATIONTXB82 $425,180$321,864 PRESIDENT$0 Same NTEE code B82, revenue within 2x, same state
EDUCATIONAL FOUNDATION OF THE SOUTHEASTTEXASCHAPTERTXB82 $573,174$447,254 EXECUTIVE DIRECTOR$170,945 Same NTEE code B82, revenue within 2x, same state
F E E D SCHOLARSHIP FUND AND CHILDRENS FOUNDATION INCTXB82 $362,657$258,634 CEO$0 Same NTEE code B82, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$4,490,78060 242016–2024 AMERICAN COLLEGE OF SURGEONS FOUNDATION; STAR SPONSORSHIP PROGRAM INC; LAKE HIGHLANDS WOMENS LEAGUE 060194; STEPHEN BREEN MEMORIAL FOUNDATION INC and 20 more
KENT D & MARY L STEADLEY MEMORIAL TRUST UA DTD 52659 Private foundation$1,972,0003 12023–2025 CARTHAGE R-9 SCHOOL FOUNDATION
COMMUNITIES FOUNDATION OF OKLAHOMA INC DAF sponsor$1,071,44810 12014–2024 THE MORE FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$809,42160 182014–2024 INTERNATIONAL STUDENT FOUNDATION; ESCO TECHNOLOGIES FOUNDATION; JOYCE IVY FOUNDATION; HUDSON FAMILY FOUNDATION and 14 more
COMMUNITIES FOUNDATION OF TEXAS DAF sponsor$700,14333 82009–2024 HENDRICK SCHOLARSHIP FOUNDATION; GIRARD COLLEGE FOUNDATION; STEPHEN BREEN MEMORIAL FOUNDATION INC; STAR SPONSORSHIP PROGRAM INC and 4 more
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$608,79635 152019–2024 WESTWOOD HIGH SCHOOL BAND BOOSTERS; KELLSIES HOPE FOUNDATION INC NFP; OREGON SCHOOLS FOUNDATION; JOYCE IVY FOUNDATION and 11 more
HOUSTON ENDOWMENT INC Private foundation$600,0002 12020–2022 C 60 INC
NATIONAL PHILANTHROPIC TR DAF sponsor$585,00012 82016–2024 THE MORE FOUNDATION; TEENS RISE FOUNDATION; INTERNATIONAL STUDENT FOUNDATION; SILVER SPURS ALUMNI ASSOCIATION INC and 4 more
AUSTIN COMMUNITY FOUNDATION DAF sponsor$583,51310 22013–2023 MARBLE FALLS ISD EDUCATION FOUNDATION; LEANDER EDUCATIONAL EXCELLENCE FOUNDATION
JEWISH COMMUNAL FUND DAF sponsor$540,0009 12011–2019 GIRARD COLLEGE FOUNDATION
THE SAMUEL ROBERTS NOBLE FOUNDATION Private foundation$470,43212 12018–2023 THE MORE FOUNDATION
THE SAN DIEGO FOUNDATION DAF sponsor$430,2278 32014–2024 MIRAMAR COLLEGE FOUNDATION INC; TEENS RISE FOUNDATION; POWAY HIGH FOUNDATION
KELLY HERITAGE FOUNDATION INC Private foundation$425,8243 12023–2025 WEX FOUNDATION
GLOBAL IMPACT DAF sponsor$413,2405 12017–2021 KELLSIES HOPE FOUNDATION INC NFP
THE DALLAS FOUNDATION DAF sponsor$381,1379 32013–2022 CARROLLTON-FARMERS BRANCH INDEP SCHL DIST EDUC FOUNDATION; TEXAS DEPARTMENT OF PUBLIC SAFETY FOUNDATION; LAKE HIGHLANDS WOMENS LEAGUE 060194

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $451,459 spent · pay $0 · grants $434,452 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $384,475$384,475-- 85.2%
Grants outside the US $49,977$49,977-- 11.1%
Other (as described)SELECTION COMMITTEE SUPPORT $8,698$8,698-- 1.9%
Information technology $2,170-$2,170- 0.5%
Other (as described)WEBSITE $1,500$1,500-- 0.3%
Fees: accounting $1,350-$1,350- 0.3%
Advertising and promotion $1,260$1,260-- 0.3%
Travel $954$954-- 0.2%
Other (as described)POSTAGE $510$510-- 0.1%
Insurance $460-$460- 0.1%
All other expenses $80$80-- 0.0%
Other (as described)BANK FEES $25-$25- 0.0%
Total$451,459100%

View the filing

2023 · Form 990 · $464,905 spent · pay $0 · grants $450,254 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $383,916$383,916-- 82.6%
Grants outside the US $66,338$66,338-- 14.3%
Other (as described)SELECTION COMMITTEE SUPPORT $6,505$6,505-- 1.4%
Advertising and promotion $2,420$2,420-- 0.5%
Other (as described)WEBSITE $2,158$2,158-- 0.5%
Fees: accounting $1,250-$1,250- 0.3%
Travel $1,046$1,046-- 0.2%
Insurance $665-$665- 0.1%
Other (as described)POSTAGE $549$549-- 0.1%
Other (as described)BANK FEES $58-$58- 0.0%
Total$464,905100%

View the filing

2022 · Form 990 · $232,966 spent · pay $0 · grants $217,883 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $196,117$196,117-- 84.2%
Grants outside the US $21,766$21,766-- 9.3%
Other (as described)SELECTION COMMITTEE SUPPORT $6,270$6,270-- 2.7%
Other (as described)WEBSITE $5,095$5,095-- 2.2%
Fees: accounting $1,175-$1,175- 0.5%
Advertising and promotion $1,140$1,140-- 0.5%
Insurance $665-$665- 0.3%
Other (as described)BANK FEES $321-$321- 0.1%
All other expenses $316$316-- 0.1%
Other (as described)TAXES AND LICENSES $101-$101- 0.0%
Total$232,966100%

View the filing

2021 · Form 990EZ · $166,686 spent · pay $0 · grants $154,155 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $154,155 92.5%
Other expenses (detail on Schedule O) $11,195 6.7%
Fees to independent contractors $1,100 0.7%
Printing, publications, postage $236 0.1%
Total$166,686100%

View the filing

2020 · Form 990EZ · $152,737 spent · pay $0 · grants $137,519 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $137,519 90.0%
Other expenses (detail on Schedule O) $13,985 9.2%
Fees to independent contractors $1,050 0.7%
Printing, publications, postage $183 0.1%
Total$152,737100%

View the filing

2019 · Form 990EZ · $150,955 spent · pay $0 · grants $135,276 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $135,276 89.6%
Other expenses (detail on Schedule O) $14,516 9.6%
Fees to independent contractors $995 0.7%
Printing, publications, postage $168 0.1%
Total$150,955100%

View the filing

2018 · Form 990EZ · $119,479 spent · pay $0 · grants $111,966 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $111,966 93.7%
Other expenses (detail on Schedule O) $6,419 5.4%
Fees to independent contractors $950 0.8%
Printing, publications, postage $144 0.1%
Total$119,479100%

View the filing

2017 · Form 990EZ · $98,139 spent · pay $0 · grants $84,966 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $84,966 86.6%
Other expenses (detail on Schedule O) $12,205 12.4%
Fees to independent contractors $805 0.8%
Printing, publications, postage $163 0.2%
Total$98,139100%

View the filing

2016 · Form 990EZ · $84,433 spent · pay $0 · grants $59,071 · events $0
LineAs describedTotalShare
Grants and similar amounts paid $59,071 70.0%
Other expenses (detail on Schedule O) $24,519 29.0%
Fees to independent contractors $750 0.9%
Printing, publications, postage $93 0.1%
Total$84,433100%

View the filing