BETA

NANCY ANN HUNT FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
NANCY ANN HUNT FOUNDATION (EIN 75-2251332)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-03-20
IRS object ID
202400809349300635
Schema version
2022v5.0
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)
Return2024-03-20T11:39:31-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16565 AMERICAS PARKWAY NE STE 600AddressLine1Txt
CityALBUQUERQUECityNm
State AbbreviationNMStateAbbreviationCd
ZIP87110ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752251332EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NANCY ANN HUNT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNANCBusinessNameControlTxt
Phone2149788860PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11900 NORTH AKARD STREETAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752012300ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRAY L HUNTPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone2148556717PhoneNum
Signature2024-03-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRAYPersonFirstNm
Person LastHUNTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN TALBOTPreparerPersonNm
PTINP01695427PTIN
Phone5058787200PhoneNum
Preparation2024-03-20PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNANCY ANN HUNTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11900 NORTH AKARD STREETAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752012300ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,727,022GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTHE NANCY ANN HUNT FOUNDATION IS A TEXAS NONPROFIT FOUNDATION ESTABLISHED TO ASSIST ORGANIZATIONS EXEMPT FROM INCOME TAXES UNDER IRS SECTION 501(C)(3).ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers6TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,000,000PYContributionsGrantsAmt
CY Contributions Grants$1,000,000CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$141,220PYInvestmentIncomeAmt
CY Investment Income$221,086CYInvestmentIncomeAmt
PY Other Revenue$154,627PYOtherRevenueAmt
CY Other Revenue$52,556CYOtherRevenueAmt
PY Total Revenue$3,295,847PYTotalRevenueAmt
CY Total Revenue$1,273,642CYTotalRevenueAmt
PY Grants And Similar Paid$6,520,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$11,520,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$52,284PYOtherExpensesAmt
CY Other Expenses$52,584CYOtherExpensesAmt
PY Total Expenses$6,572,284PYTotalExpensesAmt
CY Total Expenses$11,572,584CYTotalExpensesAmt
PY Revenues Less Expenses-$3,276,437PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$10,298,942CYRevenuesLessExpensesAmt
Total Assets BOY$17,037,856TotalAssetsBOYAmt
Total Assets EOY$7,856,040TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$17,037,856NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,856,040NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$11,520,000ExpenseAmt
Grant$11,520,000GrantAmt
DescTHE 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 FISCAL YEAR ENDING 6/30/2023:COMMUNITIES FOUNDATION OF TEXAS; PARISH EPISCOPAL SCHOOL; C C YOUNG MEMORIAL HOME; METHODIST HEALTH SYSTEM FOUNDATION INC.; CIRCLE TEN COUNCIL, BOY SCOUTS OF AMERIA; AUSTIN STREET CENTER; SOUTHERN METHODIST UNIVERSITY - SIMMONS SCHOOL OF EDUCATION; NEW FRIENDS NEW LIFE; AND THE NANCY ANN HUNT AND RAY L. HUNT CHARITABLE FUND AT COMMUNITIES FOUNDATION OF TEXAS.Desc
Total Program Service Expenses$11,520,000TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREG IMHOFF TREASURERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2148556717PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11900 NORTH AKARD STREETAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752012300ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
NANCY ANN HUNT
CHAIRMAN & VICE PRESIDENT/DIRECTOR5.005.00Yes (X)Yes (X)$0$0$0
HEATHER HUNT GRAHAM
VICE PRESIDENT/DIRECTOR5.005.00Yes (X)Yes (X)$0$0$0
ASHLEE HUNT KLEINERT
VICE PRESIDENT/DIRECTOR5.005.00Yes (X)Yes (X)$0$0$0
DAVID J SCULLIN
VICE PRESIDENT/DIRECTOR5.0040.00Yes (X)Yes (X)$0$559,551$55,246
CONNIE O'NEILL
DIRECTOR (THRU 12/02/2022)5.001.00Yes (X)$0$0$0
BOBBY LYLE
DIRECTOR5.00Yes (X)$0$0$0
RICHIE BUTLER
DIRECTOR5.001.00Yes (X)$0$0$0
DAVID ROSENBERG
DIRECTOR5.00Yes (X)$0$0$0
RAY L HUNT
PRESIDENT & CEO5.005.00Yes (X)$0$0$0
DAVID C HERNANDEZ
VICE PRESIDENT5.005.00Yes (X)$0$0$0
L CHRISTOPHER LANZILLOTTA
SECRETARY & ASSISTANT TREASURER5.00Yes (X)$0$0$0
GREG IMHOFF
TREASURER & ASSISTANT SECRETARY5.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$559,551TotReportableCompRltdOrgAmt
Total Other Compensation$55,246TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,000,000AllOtherContributionsAmt
Total Contributions$1,000,000TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$215,199TotalRevenueColumnAmt
Exclusion$215,199ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$52,556TotalRevenueColumnAmt
Exclusion$52,556ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,459,267SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,453,380SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$5,887SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,887TotalRevenueColumnAmt
Exclusion$5,887ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,273,642TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$273,642ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$11,520,000TotalAmt
Program Services$11,520,000ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,155TotalAmt
Management And General$1,155ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$33,500TotalAmt
Management And General$33,500ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,551TotalAmt
Management And General$1,551ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
ROYALTY TAXES$10,475$10,475
REAL ESTATE EXPENSES$3,188$3,188
UNRELATED BUSINESS INCO$2,652$2,652
FILING FEE$63$63

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$11,572,584TotalAmt
Program Services$11,520,000ProgramServicesAmt
Management And General$52,584ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,611,957BOYAmt
EOY$668,240EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$73,194BOYAmt
EOY$43,284EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$692,217BOYAmt
EOY$749,985EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$8,660,488BOYAmt
EOY$6,394,531EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$17,037,856BOYAmt
EOY$7,856,040EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,037,856BOYAmt
EOY$7,856,040EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,037,856BOYAmt
EOY$7,856,040EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,037,856BOYAmt
EOY$7,856,040EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$10,298,942ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,117,126NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITIES FOUNDATION OF TEXASBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN750964565EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$520,000SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$520,000SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV SECTION A LINE 6FormAndLineReferenceDesc
ExplanationTHE NANCY ANN HUNT FOUNDATION PROVIDED GRANTS TO PARISH EPISCOPAL SCHOOL IN THE AMOUNT OF $1,000,000; C C YOUNG MEMORIAL HOME IN THE AMOUNT OF $3,500,000; METHODIST HEALTH SYSTEM FOUNDATION INC. IN THE AMOUNT OF $2,000,000; CIRCLE TEN COUNCIL, BOY SCOUTS OF AMERICA, IN THE AMOUNT OF $2,000,000; AUSTIN STREET CENTER IN THE AMOUNT OF $1,000,000; SOUTHERN METHODIST UNIVERSITY - SIMMONS SCHOOL OF EDUCATION IN THE AMOUNT OF $1,000,000; AND NEW FRIENDS NEW LIFE IN THE AMOUNT OF $500,000. 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.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
GROWSOUTH FUND, L.P.$181,442F
HUDSON WAY CHARLOTTE FUND L.P.$4,338,416F
CANYON CLO$1,874,673F
FieldValueIRS element (for citing)
Total Book Value Securities$6,394,531TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,390,768TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,117,126NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,117,126RevenueNotReportedAmt
Revenue Subtotal$1,273,642RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,273,642TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$11,572,584TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$11,572,584ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$11,572,584TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
COMMUNITIES FOUNDATION OF TEXAS (CFT)
5500 CARUTH HAVEN LNDALLASTX75225750964565501(C)(3)$520,000$0GENERAL FUND ($10,000); CONNIE O'NEILL FUND ($10,000); THE NANCY ANN HUNT AND RAY L. HUNT CHARITABLE FUND ($500,000)
PARISH EPISCOPAL SCHOOL
4101 SIGMA RDDALLASTX75244751390485501(C)(3)$1,000,000$0EDUCATION FUND
SOUTHERN METHODIST UNIVERSITY
3140 DYER ST STE 261DALLASTX75205750800689501(C)(3)$1,000,000$0SIMMONS SCHOOL OF EDUCATION
C C YOUNG MEMORIAL HOME
4847 W LAWTHER DR STE 100DALLASTX75214750800694501(C)(3)$3,500,000$0GENERAL PURPOSE
METHODIST HEALTH SYSTEM FOUNDATION INC
360 OAK HARBOR BLVDSLIDELLLA70458721003934501(C)(3)$2,000,000$0GENERAL PURPOSE
CIRCLE TEN COUNCIL BOY SCOUTS OF AMERICA
8605 HARRY HINES BLVDDALLASTX75235750800615501(C)(3)$2,000,000$0GENERAL FUND
AUSTIN STREET CENTER
PO BOX 710729DALLASTX753710729751881365501(C)(3)$1,000,000$0GENERAL PURPOSE
NEW FRIENDS NEW LIFE
PO BOX 192378DALLASTX75219752820473501(C)(3)$500,000$0GENERAL PURPOSE
FieldValueIRS element (for citing)
Total501c3 Org8Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART 1 LINE 2FormAndLineReferenceDesc
ExplanationTHE 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, 2022 THROUGH JUNE 30, 2023, 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDAVID J SCULLINPersonNm
TitleVICE PRESIDENT/DIRECTORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$481,539CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$78,000BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$12OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$43,166DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$12,080NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$614,797TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE J- PART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2RAY L. HUNT, NANCY ANN HUNT, HEATHER HUNT GRAHAM, ASHLEE HUNT KLEINERT - FAMILY RELATIONSHIP RAY L. HUNT, DAVID C. HERNANDEZ, DAVID J. SCULLIN, CONNIE O'NEILL, FLORENCE SHAPIRO, L. CHRISTOPHER LANZILLOTTA, GREG IMHOFF - BUSINESS RELATIONSHIPS
FORM 990, PART VI, SECTION B, LINE 11BTHE FOUNDATION EMAILS A COPY OF THE RETURN TO EACH BOARD MEMBER PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CEACH 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 19THE NANCY ANN HUNT FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
COMMUNITIES FOUNDATION OF TEXAS
5500 CARUTH HAVEN LANEDALLASTX75225750964565CHARITABLETX501(C)(3)LINE 7N/A0
NANCY ANN HUNT & RAY L HUNT PHILANTHROPIC FUND
1900 NORTH AKARD STREETDALLASTX75201751903084CHARITABLETX501(C)(3)PFN/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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