FRED AND MABEL R PARKS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FRED AND MABEL R PARKS FOUNDATION (EIN 76-0122692)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-25
- IRS object ID
- 202431169349100003
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-25T07:40:50-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760358346 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES G MCCLELLAN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12926 DAIRY ASHFORD STE 100 | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760122692 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRED AND MABEL R PARKS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 2813136464 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12926 DAIRY ASHFORD RD STE 130 | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77478 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES G MCCLELLAN | PersonNm |
| Person Title | PRES./TREAS. | PersonTitleTxt |
| Phone | 2813136464 | PhoneNum |
| Signature | 2024-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | MCCLELLAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES G MCCLELLAN | PreparerPersonNm |
| PTIN | P00047647 | PTIN |
| Phone | 2812400330 | PhoneNum |
| Preparation | 2024-04-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,451,697 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,819 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,819 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,056,375 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,056,375 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $318,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,337,516 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $318,443 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,380,637 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,380,637 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $89,027 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $70,627 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,150 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $217,649 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $217,649 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $40,873 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,086 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $20,420 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $20,420 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,174 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,440 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,734 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $375,143 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $301,802 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,304 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,523,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,523,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,898,643 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $301,802 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,565,804 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$518,006 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,078,835 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,593 | CashBOYAmt |
| Cash EOY | $2,302 | CashEOYAmt |
| Cash EOYFMV | $2,302 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,347,792 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,643,780 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,643,780 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,325 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,878 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,878 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $944,645 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,041,088 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,011,947 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,944,884 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,755,583 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,936,376 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,259,321 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,272,983 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,065,072 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $19,567,488 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,834,428 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,789,342 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,787 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,787 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $41,071,048 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,553,042 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,451,697 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $41,071,048 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,553,042 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,071,048 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,553,042 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,071,048 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,553,042 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,071,048 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$518,006 | ExcessRevenueOverExpensesAmt |
| Subtotal | $40,553,042 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $40,553,042 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $6,055,371 | $6,019,073 | $36,298 | $36,298 |
| K-1 L/T GAIN-WALTON US LAND FD 5 LP | P | $4,073 | $4,073 | $4,073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $318,443 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,996 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,996 | SubtotalAmt |
| Tax Based On Investment Income | $14,996 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,504 | OverpaymentAmt |
| Applied To ES Tax | $2,504 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES G MCCLELLAN | IndividualWithBooksNm |
| Phone | 2813136464 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12926 DAIRY ASHFORD STE 130 | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 774783293 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES G MCCLELLAN | ||||||||
| 12926 DAIRY ASHFORD STE 130 | SUGAR LAND | TX | 77478 | PRES./TREAS. | 10.00 | $86,777 | $0 | $0 |
| ANN PARKS STALLINGS | ||||||||
| 12926 DAIRY ASHFORD STE 130 | SUGAR LAND | TX | 77478 | VICE PRES. | 0.50 | $750 | $0 | $0 |
| DEBRA MARFIN | ||||||||
| 12926 DAIRY ASHFORD STE 130 | SUGAR LAND | TX | 77478 | VICE PRES. | 0.50 | $750 | $0 | $0 |
| PATRICIA SOMERS | ||||||||
| 12926 DAIRY ASHFORD STE 130 | SUGAR LAND | TX | 77478 | SECRETARY | 0.50 | $750 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | |||||
| 1000 MAIN ST 26TH FLOOR | HOUSTON | TX | 77002 | INVSTMT ADVISOR | $95,704 |
| JAMES G MCCLELLAN CPA | |||||
| 12926 DAIRY ASHFORD 100 | SUGAR LAND | TX | 77478 | INVSTMT ADV/TAX | $86,777 |
| CIBC PRIVATE WEALTH MGMT | |||||
| 11 E GREENWAY PLAZA 2625 | HOUSTON | TX | 77046 | INVSTMT ADVISOR | $61,785 |
| GOODMAN FINANCIAL CORP | |||||
| 5177 RICHMOND AVE 700 | HOUSTON | TX | 77056 | INVSTMT ADVISOR | $60,160 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,351,796 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,121,574 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,811 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,484,181 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $44,484,181 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $667,263 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,816,918 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,190,846 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,190,846 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,996 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,996 | TotalTaxAmt |
| Distributable Before Adj | $2,175,850 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,175,850 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,175,850 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,565,804 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,565,804 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,175,850 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,248,639 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,565,804 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,248,639 | AppliedToYear1Amt |
| Applied To Current Year | $317,165 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,858,685 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES G MCCLELLAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12926 DAIRY ASHFORD RD 130 | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2813136464 | RecipientPhoneNum |
| Form And Info And Materials | INCLUDE A COPY OF IRS 501(C) LETTER WITH A GRANT REQUEST LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (114 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BLUE CURE FOUNDATION | ||||||||
| PO BOX 130862 | HOUSTON | TX | 77219 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| LITERACY COUNCIL OF FT BEND COUNTY | ||||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77406 | N/A | PUBLIC | READING BETWEEN THE WINES | $25,000 | |
| CAMP HOPE PTSD FOUNDATION OF | ||||||||
| 9724 DERRINGTON RD | HOUSTON | TX | 77064 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| OAKBEND MEDICAL CENTER | ||||||||
| 1705 JACKSON ST | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| FORT BEND HABITAT FOR HUMANITY | ||||||||
| 505 JULIE RIVERS 150 | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| WORLD AFFAIRS COUNCIL OF GREATER | ||||||||
| PO BOX 920905 | HOUSTON | TX | 772920905 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| THE ARC OF FORT BEND COUNTY | ||||||||
| 123 BROOKS ST | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| TEXAS CHILDRENS HOSPITAL | ||||||||
| PO BOX 300630 5214 | HOUSTON | TX | 772300630 | N/A | PUBLIC | NEUROLOGICAL RESEARCH INSTITUTE | $25,000 | |
| THE PARKS YOUTH RANCH | ||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| IMPACT A HERO | ||||||||
| 2929 MCKINNEY ST | HOUSTON | TX | 77003 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| ACCESS HEALTH | ||||||||
| 400 AUSTIN ST | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $40,000 | |
| UNIVERSITY OF HOUSTON ALUMNI ASSOC | ||||||||
| PO BOX 867 | HOUSTON | TX | 770010867 | N/A | PUBLIC | ATHLETIC ALLIANCE SCHOLARSHIPS | $10,000 | |
| A WISH WITH WINGS | ||||||||
| 3751 WEST FREEWAY | FORT WORTH | TX | 76107 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| 5403 AVE N | ROSENBERG | TX | 77471 | N/A | PUBLIC | CASA HOME TOUR | $50,000 | |
| LITERACY COUNCIL OF FT BEND COUNTY | ||||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| 5403 AVE N | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| THE PARKS YOUTH RANCH | ||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| UNIVERSITY OF HOUSTON | ||||||||
| PO BOX 867 | HOUSTON | TX | 770010867 | N/A | PUBLIC | WINE LECTURE SERIES | $10,000 | |
| CENTRAL TEXAS FOOD BANK | ||||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| GALVESTON COUNTY FOOD BANK | ||||||||
| 624 4TH AVE N | TEXAS CITY | TX | 77590 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HEART OF TEXAS FOUNDATION INC | ||||||||
| PO BOX 110 | BELLVILLE | TX | 77418 | N/A | PUBLIC | HOBBY WOMENS PRISON SEMINARY | $10,000 | |
| THE MISSION OF YAHWEH | ||||||||
| 10247 ALGIERS RD | HOUSTON | TX | 77041 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| THE RISE SCHOOL OF HOUSTON | ||||||||
| 5618 H MARK CROSSWELL JR | HOUSTON | TX | 77021 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| ELDERHEART INC DBAMISSION 22 | ||||||||
| 694 N LARCH ST 910 | SISTERS | OR | 97759 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| MEALS ON WHEELS MONTGOMERY COUNTY | ||||||||
| 111 SOUTH 2ND STREET | CONROE | TX | 77301 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| UNIVERSITY OF HOUSTON SUGAR LAND | ||||||||
| 14000 UNIVERSITY BLVD | SUGAR LAND | TX | 77479 | N/A | PUBLIC | NURSING PROGRAM SUPPORT | $10,000 | |
| FORT BEND OPTIMIST CLUB | ||||||||
| PO BOX 17573 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | SCHOLARSHIPS | $5,000 | |
| CHABAD OF SUGAR LAND | ||||||||
| 4501 CARTWRIGHT RD 770 | MISSOURI CITY | TX | 77459 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| FORT BEND BOYS CHOIR OF TEXAS | ||||||||
| PO BOX 2042 | STAFFORD | TX | 774972042 | N/A | PUBLIC | SPONSOR EVENT | $10,000 | |
| CHARITABLE GIFT PLANNERS OF HOUSTON | ||||||||
| PO BOX 59 | BELLAIRE | TX | 77402 | N/A | PUBLIC | SPONSOR ANNUAL SYMPOSIUM | $15,000 | |
| NEW ISRAEL FULL GOSPEL | ||||||||
| 2035 LAKESHORE DR | PORT ARTHUR | TX | 77640 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| HOUSTON ALUMNAE PANHELLENIC FOUNDAT | ||||||||
| 5868 A-1 WESTHEIMER RD | HOUSTON | TX | 770575641 | N/A | PUBLIC | COLLEGE SCHOLARSHIPS | $5,000 | |
| AISHEL HOUSE | ||||||||
| 1955 UNIVERSITY BLVD | HOUSTON | TX | 77030 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| THE CHILDRENS FUND | ||||||||
| 5773 WOODWAY DR 189 | HOUSTON | TX | 77057 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| STEEL MAGNOLIA MOMS | ||||||||
| 11931 BROKEN BOUGH DR | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| FORT BEND FORWARD YIP | ||||||||
| 445 COMMERCE GREEN BLVD | SUGAR LAND | TX | 77478 | N/A | PUBLIC | SCHOLARSHIP PROGRAM | $20,000 | |
| LIFE HOUSTON | ||||||||
| 2002 S WAYSIDE DR 113 | HOUSTON | TX | 77023 | N/A | PUBLIC | FEEDING HUNGRY BABIES PROGRAM | $5,000 | |
| IMPACT A HERO | ||||||||
| 2929 MCKINNEY ST | HOUSTON | TX | 77003 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| SIRE THERAPEUTIC HORSEMANSHIP | ||||||||
| 11211 KATY FREEWAY 660 | HOUSTON | TX | 77079 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| SOUTHWESTERN DIABETIC FOUNDATION | ||||||||
| PO BOX 918 | GAINESVILLE | TX | 76241 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| BETHEL MINISTRY INC | ||||||||
| 3015 5TH ST | STAFFORD | TX | 77477 | N/A | PUBLIC | PROJECT SMILE | $5,000 | PO BOX 280 |
| GIGI'S PLAYHOUSE | ||||||||
| 13003 SW FREEWAY 170 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| UNIVERSITY OF HOUSTON CLEAR LAKE | ||||||||
| 2700 BAY AREA BLVD | HOUSTON | TX | 770581002 | N/A | PUBLIC | CENTER FOR AUTISM & DEVELOPMENT | $10,000 | SUITE B1604 |
| VOLUNTEER INTERFAITH CAREGIVERS | ||||||||
| 5001 BELLAIRE BLVD ROOM 7 | BELLAIRE | TX | 77401 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| TEXAS CHILDRENS HOSPITAL | ||||||||
| 6621 FANNIN | HOUSTON | TX | 77030 | N/A | PUBLIC | RESEARCH PROGRAM SUPPORT | $50,000 | |
| CATHOLIC CHARITIES ARCHDIOCESE OF | ||||||||
| 2900 LOUISIANA ST | HOUSTON | TX | 77006 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BEL-INIZIO | ||||||||
| 7710 DEL REY | HOUSTON | TX | 77071 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| GIRL START | ||||||||
| 2000 EDWARDS ST 114 | HOUSTON | TX | 77077 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| CHRISTIAN COMMUNITY SERVICE CENTER | ||||||||
| PO BOX 27924 | HOUSTON | TX | 772277924 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| BIRTHDAY BASH BOX | ||||||||
| PO BOX 56382 | HOUSTON | TX | 77256 | N/A | PUBLIC | PROGRAM SUPPORT | $2,000 | |
| COLLEGE COMMUNITY CAREER | ||||||||
| 11104 W AIRPORT BLVD 106 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CHRISTUS FOUNDATION FOR HEALTH CARE | ||||||||
| PO BOX 1919 | HOUSTON | TX | 77251 | N/A | PUBLIC | IMMUNIZATION PROGRAM | $10,000 | |
| FORT BEND MEALS ON WHEELS | ||||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| BLESSED BE HOPE FOR THREE | ||||||||
| 10200 W AIRPORT BLVD 100 | SUGAR LAND | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| THE ROSE | ||||||||
| 12700 N FEATHERWOOD 260 | HOUSTON | TX | 77034 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BOYS & GIRLS CLUBS | ||||||||
| 815 CROSBY STREET | HOUSTON | TX | 77019 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HOUSTON FOOD BANK | ||||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | N/A | PUBLIC | BACKPACK BUDDY PROGRAM | $10,000 | |
| GIRL SCOUTS OF SAN JACINTO COUNCIL | ||||||||
| 3110 SOUTHWEST FREEWAY | HOUSTON | TX | 770984508 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| CASA DE ESPERANZA | ||||||||
| PO BOX 66581 | HOUSTON | TX | 772666581 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| PRESBYTERIAN CHILDRENS HOMES & | ||||||||
| 5920 W WILLIAM CANNON DR | AUSTIN | TX | 78749 | N/A | PUBLIC | FOSTER CARE & ADOPTION PROGRAMS | $10,000 | BLDG 3 100 |
| FORT BEND WOMENS CENTER | ||||||||
| PO BOX 183 | RICHMOND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 1003 WASHINGTON AVE | HOUSTON | TX | 77002 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CANCARE | ||||||||
| 9575 KATY FREEWAY 428 | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| THE CENTER FOUNDATION | ||||||||
| 3550 WEST DALLAS | HOUSTON | TX | 77019 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| TEXAS HEARING INSTITUTE | ||||||||
| 3100 SHENANDOAH ST | HOUSTON | TX | 77021 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| TEXANA | ||||||||
| 4910 AIRPORT AVE | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| ST DOMINIC VILLAGE | ||||||||
| 2401 HOLCOMBE BLVD | HOUSTON | TX | 77021 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FORT BEND HISTORY ASSOCIATION | ||||||||
| PO BOX 460 | RICHMOND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FORT BEND REGIONAL COUNCIL ON | ||||||||
| 10435 GREENBOUGH 250 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| ACHIEVE FORT BEND COUNTY | ||||||||
| PO BOX 707 | SUGAR LAND | TX | 774870707 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| CULLINAN PARK CONSERVANCY | ||||||||
| PO BOX 422 | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| TW DAVIS YMCA | ||||||||
| 911 THOMPSON ROAD | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CHILDRENS MUSEUM OF HOUSTON AT | ||||||||
| 198 KEMPNER | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| FAITH IN PRACTICE | ||||||||
| 7500 BEECHNUT 208 | HOUSTON | TX | 77074 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LEHIGH UNIVERSITY | ||||||||
| 306 S NEW ST 500 | BETHLEHEM | PA | 180151652 | N/A | PUBLIC | SCHOLARSHIP ENDOWMENT | $25,000 | |
| BLUE CURE FOUNDATION | ||||||||
| PO BOX 130862 | HOUSTON | TX | 77219 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| UNIVERSITY OF HOUSTON AT SUGAR LAND | ||||||||
| 14000 UNIVERSITY BLVD | SUGAR LAND | TX | 77479 | N/A | PUBLIC | NURSING SCHOOL SCHOLARSHIPS | $25,000 | |
| DIABETES RESEARCH INSTITUTE | ||||||||
| 200 S PARK ROAD 100 | HOLLYWOOD | FL | 33021 | N/A | PUBLIC | DEVELOPMENT OF DRI CELL SUPPLY CENTE | $50,000 | |
| CUREPSP INC | ||||||||
| 1216 BROADWAY 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC | PSP RESEARCH PROGRAM | $50,000 | |
| KICKSTART KIDS | ||||||||
| 10222 WESTHEIMER | HOUSTON | TX | 77042 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| EASTER SEALS GREATER HOUSTON | ||||||||
| 4888 LOOP CENTRAL DR 200 | HOUSTON | TX | 77081 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| PARKS YOUTH RANCH | ||||||||
| 11614 FM 361 | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $50,000 | |
| ATTACK POVERTY | ||||||||
| 3737 GREENBRIAR 100 | HOUSTON | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| UNITED WAY OF GREATER HOUSTON | ||||||||
| 50 WAUGH DR | HOUSTON | TX | 77007 | N/A | PUBLIC | BRIGHT BEGINNINGS PROGRAM | $10,000 | |
| HOUSTON MUSEUM OF NATURAL SCIENCE | ||||||||
| 5555 HERMANN PARK DR | HOUSTON | TX | 770301799 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| HOLOCAUST MUSEUM HOUSTON | ||||||||
| 5401 CAROLINE ST | HOUSTON | TX | 77004 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| FOUNDATION FOR AUTISM CARE | ||||||||
| 13121 LOUETTA RD 1360 | CYPRESS | TX | 77429 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| LSU FOUNDATION | ||||||||
| 3796 NICHOLSON DR | BATON ROUGE | LA | 70802 | N/A | PUBLIC | SCHOLARSHIPS | $25,000 | |
| PERIWINKLE FOUNDATION | ||||||||
| 3400 BISSONNET 185 | HOUSTON | TX | 77005 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| NIGHT COURT | ||||||||
| 600 TRAVIS STREET | HOUSTON | TX | 77002 | N/A | PUBLIC | ANNUAL NIGHT COURT EVENT | $3,000 | |
| HOMEMADE HOPE | ||||||||
| PO BOX 22564 | HOUSTON | TX | 77227 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| OUTREACH CENTER OF WEST HOUSTON | ||||||||
| 725 BATESWOOD DR | HOUSTON | TX | 77079 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CHILDRENS TRANSPLANT INITIATIVE | ||||||||
| 23718 CREEKVIEW DR | SPRING | TX | 77389 | N/A | PUBLIC | PROGRAM SUPPORT | $12,000 | |
| ADVOCATES OF HEALTHY MINDS | ||||||||
| PO BOX 17582 | SUGAR LAND | TX | 77479 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| JUDITH LIEBENTHAL ROBINSON | ||||||||
| 4801 WOODWAY STE 365W | HOUSTON | TX | 77096 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| MAKE A WISH TX GULF COAST | ||||||||
| 12625 SOUTHWEST FREEWAY | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| REMIND | ||||||||
| PO BOX 27607 | HOUSTON | TX | 77227 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| AMERICAN RED CROSS | ||||||||
| 2700 SOUTHWEST FREEWAY | HOUSTON | TX | 77098 | N/A | PUBLIC | HOME FIRE RELIEF PROGRAM | $20,000 | |
| KIPP TEXAS - HOUSTON | ||||||||
| 10711 KIPP WAY | HOUSTON | TX | 77099 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| COMMUNITIES IN SCHOOLS BAY AREA | ||||||||
| PO BOX 580096 | HOUSTON | TX | 77258 | N/A | PUBLIC | DROPOUT PROVENTION PROGRAM SUPPORT | $5,000 | |
| VITA LIVING | ||||||||
| 3300 S GESSNER 150 | HOUSTON | TX | 77063 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HGI COUNSELING CENTER | ||||||||
| 2990 RICHMOND AVE 530 | HOUSTON | TX | 77098 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| EMERGE FELLOWSHIP | ||||||||
| 11251 NORTHWEST FWY 330 | HOUSTON | TX | 77092 | N/A | PUBLIC | LOW INCOME STUDENT PROGRAM | $10,000 | |
| FRIENDS OF PHILIPPINE TENNIS | ||||||||
| 2013 DELORES ST | WEST COVINA | CA | 91792 | N/A | PUBLIC | PROGRAM SUPPORT | $2,000 | |
| MEMORIAL HERMANN FOUNDATION | ||||||||
| 929 GESSNER STE 2650 | HOUSTON | TX | 77024 | N/A | PUBLIC | HOSPICE PROGRAM | $40,000 | |
| SOLEANA STABLES | ||||||||
| PO BOX 84955 | PEARLAND | TX | 77584 | N/A | PUBLIC | PROGRAM SUPPORT | $12,000 | |
| REACH UNLIMITED | ||||||||
| 11832 MUELLER CEMETARY RD | CYPRESS | TX | 77429 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | STE 200 |
| FORT BEND RAINBOW ROOM | ||||||||
| PO BOX 1662 | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $7,500 | |
| RAINBOW OF HOPE | ||||||||
| 13717 NORRIS ROAD | ROSHARON | TX | 77583 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| SUGAR LAND HERITAGE FOUNDATION | ||||||||
| PO BOX 1 | SUGAR LAND | TX | 77487 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FORT BEND HOPE | ||||||||
| PO BOX 1610 | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| GATEWAY ACADEMY | ||||||||
| 3721 DACOMA ST | HOUSTON | TX | 77092 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| INTERFAITH MINISTRIES OF HOUSTON | ||||||||
| 3303 MAIN ST | HOUSTON | TX | 77002 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LITERACY COUNCIL OF FORT BEND | ||||||||
| 12530 EMILY CT | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,523,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (143 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE MISSION OF YAHWEH | ||||||||
| 10247 ALGIERS RD | HOUSTON | TX | 77041 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| SAN JOSE CLINIC | ||||||||
| PO BOX 2808 | HOUSTON | TX | 772522808 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LOUISIANA STATE UNIVERSITY | ||||||||
| 3796 NICHOLSON DR | BATON ROUGE | LA | 70802 | N/A | PUBLIC | EXCEPTIONAL EDUCATOR SCHOLARSHIPS | $50,000 | |
| HGI COUNSELING CENTER | ||||||||
| 2990 RICHMOND AVE 530 | HOUSTON | TX | 77098 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| VITA LIVING | ||||||||
| 3300 S GESSNER 150 | HOUSTON | TX | 77063 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CUREPSP INC | ||||||||
| 1216 BROADWAY 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC | CENTERS OF CARE | $10,000 | |
| KIPP TEXAS - HOUSTON | ||||||||
| 10711 KIPP WAY | HOUSTON | TX | 77099 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| AMERICAN RED CROSS | ||||||||
| 2700 SOUTHWEST FREEWAY | HOUSTON | TX | 77098 | N/A | PUBLIC | HOME FIRE RELIEF PROGRAM | $20,000 | |
| LOUISIANA STATE UNIVERSITY | ||||||||
| 3796 NICHOLSON DR | BATON ROUGE | LA | 70802 | N/A | PUBLIC | EXCEPTIONAL EDUCATOR RESOURCE FUND | $100,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 1907 HOLCOMBE BLVD | HOUSTON | TX | 77030 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| ADVOCATES OF HEALTHY MINDS | ||||||||
| PO BOX 17582 | SUGAR LAND | TX | 77479 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| RAINBOW OF HOPE | ||||||||
| 13717 NORRIS ROAD | ROSHARON | TX | 77583 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HOUSTON PUBLIC MEDIA | ||||||||
| 4343 ELGIN | HOUSTON | TX | 77204 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| EMERGE FELLOWSHIP | ||||||||
| 11251 NORTHWEST FWY 330 | HOUSTON | TX | 77092 | N/A | PUBLIC | LOW INCOME STUDENT PROGRAM | $10,000 | |
| UNIVERSITY OF HOUSTON | ||||||||
| PO BOX 867 | HOUSTON | TX | 770010867 | N/A | PUBLIC | WINE LECTURE SERIES | $20,000 | |
| HEART OF TEXAS FOUNDATION INC | ||||||||
| PO BOX 110 | BELLVILLE | TX | 77418 | N/A | PUBLIC | HOBBY WOMENS PRISON SEMINARY | $10,000 | |
| HUNTERS CREEK ELEMENTARY PTA | ||||||||
| 10650 BEINHORN | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| MAKE A WISH TX GULF COAST | ||||||||
| 12625 SOUTHWEST FREEWAY | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CENTRAL TEXAS FOOD BANK | ||||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| GALVESTON COUNTY FOOD BANK | ||||||||
| 624 4TH AVE N | TEXAS CITY | TX | 77590 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FAITH IN PRACTICE | ||||||||
| 7500 BEECHNUT ST 208 | HOUSTON | TX | 77074 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| SIRE HOUSTON'S THERAPEUTIC | ||||||||
| 24161 SPRING DR | HOCKLEY | TX | 77447 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| ST DOMINIC VILLAGE | ||||||||
| 2401 HOLCOMBE BLVD | HOUSTON | TX | 77021 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FORT BEND OPTIMIST CLUB SUGAR LAND | ||||||||
| PO BOX 17573 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | SCHOLARSHIPS | $5,000 | |
| FORT BEND BOYS CHOIR OF TEXAS | ||||||||
| 4411 BLUEBONNET DR 103A | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| UNIVERSITY OF HOUSTON ALUMNI ASSOC | ||||||||
| 3100 CULLEN BLVD | HOUSTON | TX | 77204 | N/A | PUBLIC | ATHLETIC ALLIANCE SCHOLARSHIPS | $10,000 | |
| BRYAN MUSEUM | ||||||||
| 1315 21ST STREET | GALVESTON | TX | 77550 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| KICKSTART KIDS | ||||||||
| 10222 WESTHEIMER | HOUSTON | TX | 77042 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| BLUE CURE FOUNDATION | ||||||||
| PO BOX 130862 | HOUSTON | TX | 77219 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| FORT BEND HISTORY ASSOCIATION | ||||||||
| PO BOX 460 | RICHMOND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| GALVESTON HISTORICAL FOUNDATION | ||||||||
| 2002 STRAND | GALVESTON | TX | 77550 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| CUREPSP INC | ||||||||
| 1216 BROADWAY 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC | PSP RESEARCH PROGRAM | $50,000 | |
| LEHIGH UNIVERSITY ENDOWMENT | ||||||||
| 306 S NEW ST 500 | BETHLEHEM | PA | 180151652 | N/A | PUBLIC | SCHOLARSHIP ENDOWMENT | $25,000 | |
| BIRTHDAY BASH | ||||||||
| PO BOX 56382 | HOUSTON | TX | 77256 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| GIRL SCOUTS OF SAN JACINTO COUNCIL | ||||||||
| 3110 SOUTHWEST FREEWAY | HOUSTON | TX | 770984508 | N/A | PUBLIC | OUTREACH PROGRAM SUPPORT | $15,000 | |
| UNIVERSITY OF HOUSTON-SUGAR LAND | ||||||||
| 14000 UNIVERSITY BLVD | SUGAR LAND | TX | 77479 | N/A | PUBLIC | NURSING PROGRAM | $10,000 | |
| THE PARKS YOUTH RANCH INC | ||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CHARITABLE GIFT PLANNER OF HOUSTON | ||||||||
| PO BOX 59 | BELLAIRE | TX | 77402 | N/A | PUBLIC | SPONSOR ANNUAL SYMPOSIUM | $15,000 | |
| FORT BEND MEALS ON WHEELS | ||||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| FOUNDATION FOR AUTISM CARE | ||||||||
| 13121 LOUETTA RD 1360 | CYPRESS | TX | 77429 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| THE PARKS YOUTH RANCH INC | ||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| EASTER SEALS OF GREATER HOUSTON | ||||||||
| 4500 BISSONNET 340 | BELLAIRE | TX | 77401 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| A WISH WITH WINGS INC | ||||||||
| 917 WEST SANFORD ST | ARLINGTON | TX | 76012 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| WORLD AFFAIRS COUNCIL OF HOUSTON | ||||||||
| 2500 E TC JESTER BLVD | HOUSTON | TX | 77008 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| SOUTHWESTERN DIABETIC FOUNDATION IN | ||||||||
| PO BOX 918 | GAINESVILLE | TX | 76241 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| 5403 AVENUE N | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| CHABAD OF SUGAR LAND | ||||||||
| 4501 CARTWRIGHT RD 470 | MISSOURI CITY | TX | 77459 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| THE CENTER FOUNDATION | ||||||||
| 3550 WEST DALLAS | HOUSTON | TX | 77019 | N/A | PUBLIC | HEALTH SERVICES PROGRAM | $10,000 | |
| CULLINAN PARK CONVERSANCY | ||||||||
| ADDICKS HOWELL RD | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| TEXAS CHILDRENS HOSPITAL | ||||||||
| 6621 FANNIN | HOUSTON | TX | 77030 | N/LA | PUBLIC | RESEARCH PROGRAM SUPPORT | $50,000 | |
| UNIVERSITY OF NOTRE DAME DU LAC | ||||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| UNITED WAY OF GREATER HOUSTON | ||||||||
| 50 WAUGH DR | HOUSTON | TX | 77007 | N/A | PUBLIC | BRIGHT BEGINNINGS PROGRAM | $10,000 | |
| FORT BEND FORWARD - YIP | ||||||||
| 445 COMMERCE GREEN BLVD | SUGAR LAND | TX | 77478 | N/A | PUBLIC | GRANT FOR SCHOLARSHIPS | $20,000 | |
| CASA DE ESPERANZA | ||||||||
| 2911 CORDER ST BLDG A | HOUSTON | TX | 77054 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| TW DAVIS YMCA | ||||||||
| 911 THOMPSON ROAD | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| GIGIS PLAYHOUSE | ||||||||
| 13003 SW FREEWAY 170 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| PO BOX 1032 | RICHMOND | TX | 77406 | N/A | PUBLIC | CASA HOME TOUR | $50,000 | |
| BLESSED BE HOPE FOR THREE | ||||||||
| 10200 W AIRPORT BLVD 100 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| PARKS YOUTH RANCH | ||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| AISHEL HOUSE | ||||||||
| 1955 UNIVERSITY BLVD | HOUSTON | TX | 77030 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LITERACY COUNCIL OF FORT BEND | ||||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| COLLEGE COMMUNITY CENTER | ||||||||
| 11104 W AIRPORT BLVD 106 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| GIRLS START | ||||||||
| 2000 EDWARDS 114 | HOUSTON | TX | 77007 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| NEW ISRAEL FULL GOSPEL CHURCH | ||||||||
| 2035 LAKESHORE DR | PORT ARTHUR | TX | 77640 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| THE ARC OF FORT BEND COUNTY | ||||||||
| 123 BROOKS ST | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| 5403 AVENUE N | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| FORT BEND REGIONAL COUNCIL OF | ||||||||
| 10435 GREENBOUGH 250 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 450 JOHN CARPENTER FWY | IRVING | TX | 75062 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HOUSTON FOOD BANK | ||||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BOYS AND GIRLS CLUB - FORT BEND | ||||||||
| 3110 5TH ST | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| PRESBYTERIAN CHILDRENS HOMES & | ||||||||
| 7880 SAN FELIPE 111 | HOUSTON | TX | 77063 | N/A | PUBLIC | FOSTER CARE & ADOPTION SERVICES | $10,000 | |
| CAMP HOPE PTSD FOUNDATION OF | ||||||||
| 9724 DERRINGTON RD | HOUSTON | TX | 77064 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| ACHIEVE FORT BEND | ||||||||
| PO BOX 3322 | SUGAR LAND | TX | 774873322 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| THE ROSE | ||||||||
| 5420 W LOOP SOUTH 3300 | BELLAIRE | TX | 77401 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| OAKBEND MEDICAL CENTER | ||||||||
| 1705 JACKSON ST | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| SOLEANA STABLES | ||||||||
| PO BOX 84955 | PEARLAND | TX | 77584 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CAN CARE | ||||||||
| 9575 KATY FWY 428 | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| NIGHT COURT | ||||||||
| 600 TRAVIS STREET | HOUSTON | TX | 77002 | N/A | PUBLIC | ANNUAL NIGHT COURT EVENT | $3,000 | |
| IMPACT A HERO | ||||||||
| 2929 MCKINNEY ST | HOUSTON | TX | 77003 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| DIABETES RESEARCH INSTITUTE | ||||||||
| 200 S PARK RD 100 | HOLLYWOOD | FL | 33021 | N/A | PUBLIC | DEVELOPMENT OF DRI CELL SUPPLY CENTE | $50,000 | |
| TEXANA CENTER | ||||||||
| 4910 AIRPORT AVENUE | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| VOLUNTEER INTERFAITH CAREGIVERS | ||||||||
| 5001 BELLAIRE BLVD | BELLAIRE | TX | 77401 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LIFEHOUSTON | ||||||||
| 2002 S WAYSIDE DR 113 | HOUSTON | TX | 77023 | N/A | PUBLIC | FEEDING HUNGRY BABIES PROGRAM | $5,000 | |
| CHRISTUS FOUNDATION FOR HEALTHCARE | ||||||||
| 2615 FANNIN | HOUSTON | TX | 77002 | N/A | PUBLIC | IMMUNIZATION PROGRAM | $10,000 | |
| ACCESS HEALTH | ||||||||
| 400 AUSTIN ST | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| UNIVERSITY OF HOUSTON-SUGAR LAND | ||||||||
| 14000 UNIVERSITY BLVD | SUGAR LAND | TX | 77479 | N/A | PUBLIC | NURSING SCHOOL SCHOLARSHIPS | $25,000 | |
| CHILDRENS MUSEUM HOUSTON AT SL | ||||||||
| 198 KEMPNER | SUGAR LAND | TX | 77498 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| HOUSTON MUSEUM OF NATURAL SCIENCE | ||||||||
| 13016 UNIVERSITY BLVD | SUGAR LAND | TX | 77479 | N/A | PUBLIC | SCIENCE PROGRAMS & TECH HALL EXHIBIT | $10,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 3750 N MCCARTY | HOUSTON | TX | 77029 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BEL INIZIO INC | ||||||||
| 7710 DEL REY LN | HOUSTON | TX | 77071 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| BETHEL MINISTRIES | ||||||||
| 3015 5TH ST | STAFFORD | TX | 77477 | N/A | PUBLIC | PROJECT SMILE | $5,000 | |
| FORT BEND FAMILY PROMISE | ||||||||
| 4645 CARTWRIGHT RD | MISSOURI CITY | TX | 77459 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| MAMIE GEORGE CENTER-CATHOLIC | ||||||||
| 1111 COLLINS RD | RICHMOND | TX | 77469 | N/LA | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| ALIEF EDUCATION FOUNDATION | ||||||||
| PO BOX 68 | ALIEF | TX | 77411 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| UNIVERSITY OF HOUSTON-CLEAR LAKE | ||||||||
| 2700 BAY AREA BLVD | HOUSTON | TX | 77058 | N/A | PUBLIC | CENTER FOR AUTISM | $10,000 | |
| CHRISTIAN COMMUNITY SERVICE CNETER | ||||||||
| 3230 MERCER | HOUSTON | TX | 77027 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| ATTACK POVERTY | ||||||||
| 3737 GREENBRIAR DR 100 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LITERACY COUNCIL OF FORT BEND | ||||||||
| 12530 EMILY CT | SUGAR LAND | TX | 77478 | N/A | PUBLIC | 2025 READING BETWEEN THE WINES | $25,000 | |
| PARKS YOUTH RANCH | ||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $50,000 | |
| TEXAS HEARING INSTITUTE | ||||||||
| 3100 SHENANDOAH ST | HOUSTON | TX | 77021 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| THE WAY HOME ADOPTION INC | ||||||||
| PO BOX 10182 | HOUSTON | TX | 77206 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HOLOCAUST MUSEUM HOUSTON | ||||||||
| 5401 CAROLINE STREET | HOUSTON | TX | 77004 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| MEALS ON WHEELS MONTGOMERY COUNTY | ||||||||
| 111 SOUTH 2ND STREET | CONROE | TX | 77301 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BELONG KITCHEN | ||||||||
| 9655 KATY FREEWAY 3105 | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| HIS GRACE FOUNDATION | ||||||||
| 2449 S BOULEVARD 105 | HOUSTON | TX | 77098 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| PERIWINKLE FOUNDATION | ||||||||
| 3400 BISSONNET 185 | HOUSTON | TX | 77005 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LUKE 18-1 FOUNDATION | ||||||||
| 1203 STRATHMORE DR | SOUTHLAKE | TX | 76092 | N/A | PUBLIC | LINKS 4 LUKE | $25,000 | |
| HOMEMADE HOPE | ||||||||
| PO BOX 22564 | HOUSTON | TX | 77227 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| OUTREACH CENTER OF WEST HOUSTON | ||||||||
| 725 BATESWOOD DR | HOUSTON | TX | 77079 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CHILDRENS TRANSPLANT INITIATIVE | ||||||||
| 23718 CREEKVIEW DR | SPRING | TX | 77389 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| JUDITH LIEBENTHAL ROBINSON | ||||||||
| 4801 WOODWAY STE 365W | HOUSTON | TX | 77096 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| REMIND | ||||||||
| PO BOX 27607 | HOUSTON | TX | 77227 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| GATEWAY ACADEMY | ||||||||
| 3721 DACOMA ST | HOUSTON | TX | 77092 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| VOLUNTEER INTERFAITH CAREGIVERS SW | ||||||||
| 5001 BELLAIRE BLVD ROOM 7 | BELLAIRE | TX | 77002 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| INTERFAITH MINISTRIES GREATER | ||||||||
| 3303 MAIN ST | HOUSTON | TX | 77258 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| ELDERHEART INC DBA MISSION 22 | ||||||||
| 694 N LARCH ST 910 | SISTERS | OR | 97759 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| SERENITY CLUB | ||||||||
| 1933 MORELAND AVE SE | ATLANTA | GA | 30316 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FORT BEND WOMENS CENTER | ||||||||
| PO BOX 183 | RICHMOND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LSU FOUNDATION | ||||||||
| 3796 NICHOLSON DR | BATON ROUGE | LA | 70802 | N/A | PUBLIC | SCHOLARSHIPS | $75,000 | |
| LITERACY COUNCIL OF FORT BEND | ||||||||
| 12530 EMILY CT | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FORT BEND HOPE | ||||||||
| PO BOX 1610 | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| TEXAS CHILDRENS HOSPITAL | ||||||||
| 6621 FANNIN | HOUSTON | TX | 77030 | N/A | PUBLIC | RESEARCH AT THE NRI | $25,000 | |
| UNIVERSAL DOOR MEDIATION CENTER | ||||||||
| 15202 DORA LANE | SUGAR LAND | TX | 77498 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| THE LAZARUS HOUSE | ||||||||
| 4106 AUSTIN STREET | HOUSTON | TX | 77004 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| IMPACT A HERO | ||||||||
| 2929 MCKINNEY ST | HOUSTON | TX | 77003 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HOUSTON ALUMNAE PANHELLENIC FOUNDAT | ||||||||
| 5868 A-1 WESTHEIMER RD | HOUSTON | TX | 770575641 | N/A | PUBLIC | COLLEGE SCHOLARSHIPS | $5,000 | |
| SUGAR LAND HERITAGE FOUNDATION | ||||||||
| 198 KEMPNER ST | SUGAR LAND | TX | 77498 | N/A | PUBLIC | SUPPORT GROUPS PROGRAM | $10,000 | |
| THE SANCTUARY FOSTER CARE SERVICE | ||||||||
| 1350 NASA PKWY 210 | HOUSTON | TX | 77058 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FORT BEND RAINBOW ROOM | ||||||||
| PO BOX 1662 | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| ROSENBERG RICHMOND HELPING HANDS | ||||||||
| 902 COLLINS RD | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| EPIPHANY COMMUNITY HEALTH OUTREACH | ||||||||
| 9600 S GESSNER RD | HOUSTON | TX | 77071 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| SUGAR LAND CULTURAL ARTS FOUNDATION | ||||||||
| 226 LAKEVIEW DR | SUGAR LAND | TX | 77498 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| ENTRYWAY HOUSTON | ||||||||
| 4555 DACOME ST 200 | HOUSTON | TX | 77092 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| THE BROOKWOOD COMMUNITY | ||||||||
| 1752 FM 1489 | BROOKSHIRE | TX | 77423 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| AVONDALE HOUSE | ||||||||
| 3737 OMEARA DR | HOUSTON | TX | 77025 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HOUSTON ARBORETUM & NATURE CENTER | ||||||||
| 4501 WOODWAY DR | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| THE WESTVIEW SCHOOL | ||||||||
| 14340 PROTON RD | DALLAS | TX | 75244 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CARE PARTNERS | ||||||||
| 3838 ABERDEEN WAY | HOUSTON | TX | 77025 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HOPE FORT BEND CLUBHOUSE | ||||||||
| 912 S 6TH STREET | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| EVELYN RUPENSTEIN JEWISH COMMUNITY | ||||||||
| 5601 S BRAESWOOD AVE | HOUSTON | TX | 77096 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| OUTREACH CENTER OF WEST HOUSTON | ||||||||
| 725 BATESWOOD DR | HOUSTON | TX | 77079 | N/A | PUBLIC | BUILDING RENOVATIONS | $25,000 | |
| BETHEL MINISTRIES | ||||||||
| 3015 5TH STREET | STAFFORD | TX | 77477 | N/A | PUBLIC | PROJECT SMILE | $5,000 | PO BOX 280 |
| REINING STRENGTH | ||||||||
| 7126 FM 359 ROAD | RICHMOND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,048,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,819 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,056,375 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $318,443 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,380,637 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,380,637 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| COMPUTER DESK | 2002-09-09 | $460 | $460 | 200DB | 7.0000 |
| FILE CABINET | 2002-09-09 | $340 | $340 | 200DB | 7.0000 |
| DESK BASE | 2002-09-09 | $240 | $240 | 200DB | 7.0000 |
| DESK TOP | 2002-09-09 | $410 | $410 | 200DB | 7.0000 |
| HUTCH | 2002-09-09 | $569 | $569 | 200DB | 7.0000 |
| PRINTER & CABLES | 2002-10-03 | $525 | $525 | 200DB | 5.0000 |
| DELL DIMENSION 9150 | 2006-01-16 | $2,276 | $2,276 | 200DB | 5.0000 |
| DELL VOSTRO 430 | 2010-06-21 | $1,540 | $1,540 | 200DB | 5.0000 |
| DELL INSPIRON 7000 | 2020-11-23 | $1,428 | $1,428 | 200DB | 5.0000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (46 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100000 PNC FINL CORP SUB NOTE 3.9% | $98,950 | $99,422 |
| 0 ABBOTT LABS SR GLBL 3.4% | ||
| 50000 COMCAST CORP NEW NT 2.35% | $44,440 | $46,959 |
| 0 DEERE JOHN CAP CORP MTNS FR 2.8% | ||
| 75000 ELECTRONIC ARTS INC SR GLBL 4. | $77,167 | $75,139 |
| 40000 ORACLE CORP SR BD 3.4% | $39,828 | $39,504 |
| 0 PFIZER INC NT 3% | ||
| 75000 STRYKER CORP SR GLBL NT 3.375% | $73,031 | $73,001 |
| 0 FEDERAL NATL MTG ASSN 2.375% | ||
| 0 FEDERAL NATL MTG ASSN 2.625% | ||
| 150000 MAIN STREET CAP CORP NOTE 5.2 | $161,389 | $149,331 |
| 200000 FEDERAL NATL MTG ASSN 2.125% | $201,537 | $190,859 |
| 185000 FEDERAL HOME LOAN BKS CONS BD | $203,958 | $179,544 |
| 150000 LAS VEGAS SANDS CORP NOTE 2.9 | $146,836 | $143,530 |
| 30000 UNITED PARCEL SER 3.4% | $34,724 | $28,952 |
| 130000 PROSPECT CAPITAL CORP NOTE 3. | $130,208 | $116,472 |
| 130000 FS KKR CAPITAL CORP NOTE 3.4% | $132,842 | $122,757 |
| 130000 HOLLYFRONTIER CORP NOTE 5.875 | $146,702 | $130,890 |
| 300000 BOEING CO DEBENTURE-UNSECURED | $352,587 | $310,140 |
| 50000 COCA COLA CO 3.45% | $55,082 | $47,885 |
| 50000 FEDERAL NTNL MTG ASSN .875% | $47,330 | $40,945 |
| 50000 INTEL CORP 3.9% | $59,157 | $48,518 |
| 150000 AUTONATION INC NOTE 4.5% | $154,072 | $146,840 |
| 150000 EVERNORTH HEALTH NOTE 4.5% | $156,376 | $148,842 |
| 135000 ORACLE CORP NOTE 3.25% | $125,792 | $128,144 |
| 135000 CITIGROUP INC NOTE 4.45% | $134,001 | $132,034 |
| 135000 ALLY FINANCIAL INC NOTE 5.8% | $141,454 | $134,984 |
| 135000 CIMAREX ENERGY CO NOTE 3.9% | $127,234 | $116,944 |
| 130000 NATIONAL FUEL GAS CO NOTE 7.3 | $142,450 | $131,548 |
| 130000 AMERICAN TOWER CORP NOTE 3.55 | $125,495 | $124,877 |
| 130000 WELLS FARGO & CO DEBENTURE 7. | $146,923 | $137,072 |
| 130000 HOST HOTELS & RESORTS LP NOTE | $130,545 | $127,307 |
| 0 BGC PARTNERS INC NOTE 5.375% | ||
| 0 MYLAN INC NOTE 4.2% | ||
| 50000 UNITEDHEALTH GROUP 5.3% | $52,778 | $52,395 |
| 0 CITIGROUP INC 3.875% | ||
| 75000 CINTAS CORP NO 2 3.7% | $74,405 | $73,400 |
| 75000 GOLDMAN SACHS INC 3.75% | $73,029 | $73,413 |
| 80000 JPMORGAN CHASE & CO 4.25% | $75,771 | $79,291 |
| 50000 THE CHARLES SCHWAB 3.2% | $47,645 | $47,127 |
| 50000 MASTERCARD INC 2.95% | $45,640 | $46,984 |
| 50000 THE WALT DISNEY CORP 3.8/5 | $46,695 | $48,558 |
| 50000 UNITEDHEALTH GROUP 5.35% | $52,028 | $52,851 |
| 140000 ADVANCE AUTO PARTS NOTE 5.95% | $138,933 | $139,343 |
| 140000 AVNET INC NOTE 6.25% 3/15/28 | $140,949 | $144,776 |
| 135000 STATE BANK OF TEXAS DALLAS 3/ | $135,000 | $134,494 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (243 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1620 AMAZON.COM INC COM | $55,329 | $246,143 |
| 5500 VANGUARD DIVIDEND APPRECIATION | $395,060 | $937,200 |
| 1500 DIGITL REALTY TRUST INC COM | $96,161 | $201,870 |
| 2900 SPDR PRTFOLIO EMERGING MARKETS | $95,556 | $102,689 |
| 12000 INVESCO INTER DIVIDEND ACHIEVE | $201,010 | $221,490 |
| 4000 APPLE INC COM | $62,462 | $770,120 |
| 500 M&T BANK CORPORATION COM | $49,460 | $68,540 |
| 500 ISHARES MSCI INDONESIA ETF | $16,753 | $11,160 |
| 500 CH ROBINSON WORLDWIDE INC COM | $28,760 | $43,195 |
| 1000 GLOBAL X FUNDS GURU INDEX ETF | $20,873 | $40,380 |
| 3000 HUNTINGTON BANCSHARES INC COM | $22,958 | $38,160 |
| 2500 BERKSHIRE HATHAWAY INC DEL CL B | $288,720 | $891,650 |
| 1000 ISHARES MSCI MEXICO ETF | $64,800 | $67,850 |
| 1000 NEWMONT MINING CORP COM | $30,010 | $41,390 |
| 2000 ISHARES USA QUALITY FACTOR ETF | $99,820 | $294,280 |
| 1500 AUTODESK INC COM | $52,930 | $365,220 |
| 1000 VANGUARD INTL EQUITY INDEX | $47,500 | $56,140 |
| 1000 INVESCO S&P 500 EQUAL WEIGHT ET | $65,045 | $157,800 |
| 1000 FIRST TRUST US EQUITY OPPORTUNI | $39,295 | $95,890 |
| 600 CAMDEN PPTY TR SH BEN INT | $36,978 | $59,574 |
| 1000 CISCO SYSTEMS INC COM | $23,310 | $50,520 |
| 1500 INVESCO GOLDEN DRAGON CHINA ETF | $44,725 | $39,045 |
| 1000 ORACLE CORP COM | $36,660 | $105,430 |
| 60 AMERIPRISE FINL INC COM | $8,173 | $22,790 |
| 78 AMETEK INC NEW COM | $6,301 | $12,861 |
| 196 AMPHENOL CORP CL A | $10,464 | $19,429 |
| 31 ANSYS INC COM | $2,785 | $11,249 |
| 0 ASHLAND GLOBAL HLDGS INC COM | ||
| 6 AUTOZONE INC COM | $4,632 | $15,514 |
| 125 BERRY GLOBAL GROUP INC | $4,229 | $8,424 |
| 0 CHURCH & DWIGHT INC COM | ||
| 106 CROWN HLDGS INC COM | $5,104 | $9,762 |
| 73 APTIV PLC COM NEW | $6,262 | $6,550 |
| 0 EPAM SYS INC COM | ||
| 80 FMC CORP COM NEW | $3,730 | $5,044 |
| 35 HUBBELL INC CL A | $3,645 | $11,513 |
| 22 HUMANA INC COM | $3,846 | $10,072 |
| 59 MARRIOTT INTERNATIONAL CL A | $4,749 | $13,305 |
| 164 MICROCHIP TECHNOLOGY INC COM | $3,958 | $14,790 |
| 198 MONSTER BEVERAGE CORP COM | $4,371 | $11,407 |
| 60 PENTAIR PLC SHS | $2,843 | $4,363 |
| 24 ROPER TECHNOLOGIES INC | $4,211 | $13,084 |
| 135 ROSS STORES INC COM | $11,207 | $18,683 |
| 47 SBA COMMUNICATIONS CORP COM | $6,938 | $11,923 |
| 66 TRACTOR SUPPLY CO COM | $7,023 | $14,192 |
| 500 SSGA ACTIVE ETF TRUST MULTI ASSE | $14,035 | $13,610 |
| 1500 VANGUARD INDEX FUNDS S&P 500 ET | $245,995 | $655,200 |
| 1000 FREEPORT MCMORAN COPPER & GOLD | $32,508 | $42,570 |
| 1000 WEIGHT WATCHERS INTL INC COM | $20,850 | $8,750 |
| 3000 ISHARES CORE HIGH DIVIDEND ETF | $224,860 | $305,970 |
| 1600 VANGUARD FTSE EUROPE ETF | $96,480 | $103,168 |
| 2918 ABERDEEN EMERGING MARKETS | $26,882 | $14,911 |
| 4500 BROOKFIELD REINSURANCE LTD | $69,605 | $180,000 |
| 500 HONEYWELL INTERNATIONAL INC COM | $40,203 | $104,855 |
| 1000 BHP BILLITON LIMITED ADR | $50,421 | $68,310 |
| 0 GLOBAL PMTS INC COM | ||
| 166 ZURN WATER SOLUTIONS CORP | $2,252 | $4,882 |
| 203 SPROUTS FMRS MKT INC COM | $4,341 | $9,766 |
| 400 SOUTH32 LTD ORD | $6,620 | $4,507 |
| 1000 H&E EQUIPMENT SVCS INC COM | $16,950 | $52,320 |
| 500 MARATHON PETE CORP COM | $23,135 | $74,180 |
| 71 EDWARDS LIFESCIENCES CORP COM | $2,831 | $5,414 |
| 49 FLEETCOR TECHNOLOGIES INC COM | $9,751 | $13,848 |
| 20 ADVANSIX INC | $223 | $599 |
| 700 VANGUARD CRSP US MEGA CAP INDEX | $47,820 | $118,496 |
| 6000 VANGUARD SHORT TERM CORP BOND E | $485,174 | $462,120 |
| 121 MASCO CORP COM | $4,650 | $8,105 |
| 26 MSCI INC CL A | $2,161 | $14,707 |
| 101 TRANSUNION COM | $4,332 | $6,940 |
| 8023 SPDR S&P REGIONAL BANKING ETF | $360,707 | $420,646 |
| 68 TRISURA GROUP LTD COM | $219 | $1,750 |
| 6014 ESSENT GROUP LTD COM | $196,260 | $317,178 |
| 50 GARRETT MOTION INC COM | $451 | $484 |
| 83 RESIDEO TECHNOLOGIES INC COM | $1,204 | $1,562 |
| 300 TARGET CORP COM | $21,907 | $42,726 |
| 14340 SPDR PORTFOLIO DEVELOPED ETF | $444,661 | $487,703 |
| 400 VANGUARD WORLD FUNDS ENERGY ETF | $37,747 | $46,912 |
| 1000 ABB LTD ADR SPON | $22,184 | $44,300 |
| 4009 LKQ CORP COM | $104,499 | $191,590 |
| 15957 PLAINS GP HOLDINGS LP LTD PART | $120,982 | $254,514 |
| 0 PTC INC COM | ||
| 0 SCHLUMBERGER LIMITED COM | ||
| 221 COHERENT CORP | $8,240 | $9,620 |
| 1000 ISHARES TRUST GLOB HLTHCRE | $58,223 | $86,720 |
| 0 CDW CORP COM | ||
| 31 CINTAS CORP COM | $10,944 | $18,682 |
| 86 COSTAR GROUP INC COM | $2,996 | $7,516 |
| 19 DOMINOS PIZZA INC COM | $5,017 | $7,832 |
| 0 GENPACT LIMITED SHS | ||
| 0 IAA INC COM | ||
| 67 KEYSIGHT TECHNOLOGIES INC COM | $6,132 | $10,659 |
| 17 KLA CORPORATION | $4,257 | $9,882 |
| 222 LIVENT CORP COM | $2,841 | $3,992 |
| 1000 IRON MOUNTAIN INC COM | $27,005 | $69,980 |
| 317 AVANTOR INC | $9,583 | $7,237 |
| 83 CADENCE DESIGN SYS | $7,640 | $22,607 |
| 45 CHARLES RIVER LABS | $10,527 | $10,638 |
| 0 DYNATRACE INC | ||
| 0 ENPHASE ENERGY INC | ||
| 101 ENTEGRIS INC | $7,934 | $12,102 |
| 54 FIVE BELOW | $8,453 | $11,511 |
| 49 IDEX CORP | $5,225 | $10,638 |
| 120 MARVELL TECHNOLOGY INC | $4,146 | $7,237 |
| 0 RESMED INC | ||
| 0 SYNOPSYS INC | ||
| 799 ALPHABET INC COM CL C | $43,518 | $112,603 |
| 26406 DESIGNER BRANDS INC COM CL A | $205,697 | $233,693 |
| 2387 INGREDION INC COM | $197,065 | $259,061 |
| 8815 PATTERSON COMPANIES INC COM | $193,067 | $250,787 |
| 4969 SENSATA TECH HOLDING PLC COM | $217,244 | $186,685 |
| 0 SPROUTS FARMERS MARKETS INC COM | ||
| 270 AIA GROUP LTD | $13,081 | $9,361 |
| 249 AIR LIQUIDE SPON ADR | $7,612 | $9,699 |
| 115 ALCON INC | $8,384 | $8,984 |
| 110 ALIBABA GROUP HLDG LTD | $16,992 | $8,526 |
| 56 ALNYLAM PHARMACEUTICALS | $8,319 | $10,719 |
| 130 AMADEUS IT GROUP SA | $8,974 | $9,370 |
| 13 ASML HLDGS NV | $8,700 | $9,840 |
| 619 ASSA ABLOY AB | $8,392 | $8,901 |
| 161 ASTRAZENECA PLC IAM CO | $8,581 | $10,843 |
| 217 BAE SYSTEMS PLC | $6,382 | $12,547 |
| 3140 BANCO SANTANDER SA | $10,841 | $13,000 |
| 158 BHP GROUP LTD | $8,864 | $10,793 |
| 194 BROOKFIELD ASSET MGM CL A | $7,703 | $7,783 |
| 1132 BROOKFIELD ASSET MGM CL A | $17,464 | $45,472 |
| 62 CANADIAN NATL RAILWAY | $7,445 | $7,789 |
| 6 CHIPOTLE MEXICAN GRILL | $8,306 | $13,722 |
| 50 CHUBB LTD | $8,777 | $11,300 |
| 425 COMPASS GROUP SPON ADR | $8,513 | $11,819 |
| 423 DAIKIN INDUSTRIES SPON ADR | $9,393 | $6,840 |
| 117 DBS GROUP HOLDINGS LIM | $10,265 | $11,847 |
| 48 DIAGEO PLC SPON ADR | $8,651 | $6,992 |
| 234 EQUINOR ASA SPON ADR | $5,269 | $7,404 |
| 0 EURONET WORLDWIDE | ||
| 537 FANUC LTD JAPAN SPON ADR | $12,418 | $7,856 |
| 85 FLOOR & DCOR HOLDINGS | $8,493 | $9,483 |
| 56 FOMENTO ECONOMICO MEXI | $4,208 | $7,300 |
| 195 HDFC BK LTD | $13,949 | $13,086 |
| 0 HEXAGON AB SPON ADR | ||
| 219 HOWMET AEROSPACE INC | $7,240 | $11,852 |
| 85 ICON PLC | $19,944 | $24,061 |
| 150 INGERSOLL RAND INC | $7,575 | $11,601 |
| 138 INTERCONTINENTAL HOTELS | $9,047 | $12,583 |
| 408 JULIUS BAER GROUP LTD | $5,453 | $4,555 |
| 3645 LLOYDS BANKING GROUP SPON ADR | $8,196 | $8,712 |
| 474 LONDON STOCK EXCHANGE SPON ADR | $12,458 | $14,208 |
| 60 LVMH MOET HENNESSY LOU SPON ADR | $8,604 | $9,747 |
| 7 MERCADOLIBRE INC | $9,816 | $11,001 |
| 442 NIDEC CORP SPON ADR | $7,258 | $4,458 |
| 101 NOVARTIS AG SPON ADR | $8,641 | $10,198 |
| 56 OSHKOSH TRUCK CORP | $5,326 | $6,071 |
| 0 PALO ALTO NETWORKS | ||
| 0 PLANET FITNESS INC CL A | ||
| 54 REGAL REXNORD CORP | $5,883 | $7,993 |
| 0 RITCHIE BROS AUCTION | ||
| 237 SHELL UNSPON ADR | $11,039 | $15,595 |
| 123 SIEMENS AG SPON ADR | $9,509 | $11,505 |
| 90 SONY GROUP CORP SPON ADR | $10,010 | $8,522 |
| 293 SYMRISE AG SPON ADR | $9,869 | $8,060 |
| 191 SYSMEX CORP SPON ADR | $12,068 | $5,302 |
| 79 TAIWAN SEMICONDUCTOR SPON ADR | $9,584 | $8,216 |
| 255 TENCENT HOLDINGS UNSPON ADR | $17,560 | $9,636 |
| 294 TOKIO MARINE HOLDINGS SPON ADR | $5,137 | $7,326 |
| 222 US FOODS HOLDING CORP | $8,220 | $10,081 |
| 658 VESTAS WIND SYS AS UTD SPON ADR | $9,870 | $6,902 |
| 183 YUM CHINA HOLDINGS INC | $10,666 | $7,765 |
| 5886 ABM INDUSTRIES INC COM | $276,235 | $263,869 |
| 0 BARRICK GOLD CORPORATION COM | ||
| 4222 NATIONAL RETAIL PROPERTIES INC | $176,826 | $181,968 |
| 8230 SCHNEIDER NATIONAL INC COM CL B | $211,055 | $209,453 |
| 5002 VERIZON COMMUNICATIONS COM | $276,360 | $188,575 |
| 6497 WESTERN DIGITAL CORP COM | $335,073 | $340,248 |
| 750 BLACKSTONE MORTGAGE TRUST INC CO | $23,548 | $15,953 |
| 31 BROOKFIELD ASSET MGMT REINS PA CO | $1,573 | $1,251 |
| 600 COCA COLA CO | $34,199 | $35,358 |
| 1000 HANNON ARMSTRONG SUSTAINABLE I | $46,996 | $27,580 |
| 1000 JEFFERIES FINANCIAL GROUP INC C | $31,488 | $40,410 |
| 2000 VANGUARD INTER TERM TREAS | $133,730 | $118,640 |
| 2511 VANGUARD SHRT TRM CORP BD ETF | $208,538 | $194,276 |
| 1088 FLEETCOR TECHNOLOGIES INC COM | $245,203 | $307,480 |
| 0 PULTE GROUP INC COM | ||
| 9083 ACI WORLDWIDE INC COM | $251,518 | $277,940 |
| 2269 GLOBAL PAYMENTS INC COM | $263,850 | $288,163 |
| 0 NVIDIA CORP COM | ||
| 0 APPLIED MATERIALS INC COM | ||
| 0 REVOLVE GROUP INC COM CL A | ||
| 4218 COGNIZANT TECHNOLOGY COM CL A | $224,510 | $318,586 |
| 61 AGILENT TECHNOLOGIES | $6,827 | $8,481 |
| 211 AIRBUS GROUP SPON ADR | $7,151 | $8,138 |
| 50 ALIGN TECHNOLOGY INC | $13,691 | $13,700 |
| 86 CENCORA INC | $14,569 | $17,663 |
| 141 ARES MANAGEMENT CORP CL A | $9,925 | $16,768 |
| 0 BILL COM HLDGS INC | ||
| 99 CHENIERE ENERGY INC | $13,868 | $16,900 |
| 60 DIAMONDBACK ENERGY | $7,419 | $9,305 |
| 21 FERRARI NV | $3,800 | $7,107 |
| 525 HEIDELBERGCEMENT AG SPON ADR | $5,959 | $9,361 |
| 49 LIVE NATION ENTERTAINMENT | $4,165 | $4,586 |
| 62 TOYOTA MOTOR CORP SPON ADR | $10,867 | $11,370 |
| 28 ULTA BEAUTY INC | $11,002 | $13,720 |
| 77 VEEVA SYSTEMS INC CL A | $15,503 | $14,824 |
| 71 WASTE CONNECTIONS INC | $8,779 | $10,598 |
| 0 WOODSIDE ENERGY GROUP | ||
| 361 WOODSIDE ENERGY GROUP | $2,497 | $7,613 |
| 50 ACCELLERON INDUSTRIES AG ADR UNSP | $683 | $1,559 |
| 200 AMAZON.COM INC COM | $28,120 | $30,388 |
| 100 GOLDMAN SACHS GROUP INC COM | $33,479 | $38,577 |
| 500 MR COOPER GROUP INC COM | $20,595 | $32,560 |
| 500 CITIZENS FINL GROUP INC COM | $18,845 | $16,570 |
| 750 GENCO SHIPPING & TRADING LTD COM | $15,364 | $12,443 |
| 200 GILEAD SCIENCES INC COM | $11,600 | $16,202 |
| 200 INTERNATIONAL BUSINESS MACHINE C | $26,748 | $32,710 |
| 1000 WISDOMTREE EMERG MKTS HIGH INCO | $50,845 | $40,680 |
| 25085 UBS ETRCS ALRIAN MLP | $404,370 | $536,317 |
| 80 ACADEMY SPORTS & OUTDOOR | $3,805 | $5,280 |
| 14 BIO-RAD LABS INC | $3,693 | $4,520 |
| 65 CHECK POINT SOFTWARE | $8,795 | $9,931 |
| 331 COPART INC | $13,015 | $16,219 |
| 118 CROWDSTRIKE HLDGS INC | $17,130 | $30,128 |
| 161 DATADOG INC | $13,693 | $19,542 |
| 149 DEXCOM INC | $12,866 | $18,489 |
| 53 GE HEALTHCARE TECHNOLOGIES | $3,898 | $4,098 |
| 23 HUBSPOT INC | $11,944 | $13,352 |
| 47 LAMB WESTON HOLDINGS INC | $4,662 | $5,080 |
| 59 ON SEMICONDUCTORS CO | $4,942 | $4,928 |
| 453 RECKITT BENCKISER GROUP | $6,487 | $6,224 |
| 76 REVVITY INC | $8,900 | $8,308 |
| 13 SAIA INC | $4,997 | $5,697 |
| 20 SANDOZ GROUP | $472 | $640 |
| 136 SHISEIDO LTD | $6,807 | $4,085 |
| 182 THE TRADE DESK INC | $12,416 | $13,097 |
| 69 TRADEWEB MKTS INC | $9,679 | $11,996 |
| 23 WESCO INTERNATIONAL | $3,388 | $3,999 |
| 38 ZSCALER INC | $6,432 | $8,419 |
| 117 VITESSE ENERGY INC | $1,503 | $2,561 |
| 7020 KRAFT HEINZ CO | $221,763 | $259,600 |
| 10222 ANTERO RESOURCES CORPORATION | $237,885 | $231,835 |
| 2985 QUIDELORTHO CORP | $220,682 | $219,994 |
| 5345 PFIZER INC | $234,038 | $153,883 |
| 3930 CHARLES SCHWAB CORP COM | $229,820 | $270,384 |
| 908 THE CIGNA GROUP | $231,551 | $271,901 |
| 4606 TYSON FOODS INC | $271,946 | $247,573 |
| 4703 LUMENTUM HLDGS INC | $228,752 | $246,531 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,041,088 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,011,947 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (37 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 110635.182 CIBC ATLAS DISCIPLINED EQ | AT COST | $1,905,892 | $3,098,993 |
| 30326.019 CIBC ATLAS INCOME OPPORTUN | AT COST | $414,792 | $455,497 |
| 4824.253 VANGUARD SMALL CAP INDEX AD | AT COST | $513,711 | $498,538 |
| 0 MATTHEWS PACIFIC TIGER FD CL I | AT COST | ||
| 21848.149 VIRTUS MERGER INVESTOR | AT COST | $350,000 | $374,477 |
| 4875.67 BLACKROCK GLBL ALLOCATION CL | AT COST | $100,000 | $89,127 |
| 11891.46 AMG YACKTMAN FUND SERVICE C | AT COST | $267,824 | $277,547 |
| 7545.881 MATTHEWS INTL FDS ASIA DIVI | AT COST | $120,363 | $103,379 |
| 133383.625 PACE INTERNATIONAL EQUITY | AT COST | $2,083,913 | $2,274,191 |
| 101724.126 PACE LARGE CO VALUE EQUIT | AT COST | $1,932,052 | $1,978,534 |
| 36386.51 PACE SMALL/MEDIUM CO GROWTH | AT COST | $583,697 | $504,317 |
| 61708.852 PACE GLOBAL REAL ESTATE SE | AT COST | $433,898 | $401,725 |
| 11211.734 PACE ALTERNATIVE STRATEGIE | AT COST | $1,207,157 | $1,188,278 |
| 123217.554 PACE LARGE CO GROWTH EQUI | AT COST | $2,317,174 | $1,940,676 |
| 93614.3 PACE SMALL/MEDIUM CO VALUE E | AT COST | $1,654,673 | $1,783,352 |
| 13532.814 TWEEDY BROWNE GLOBAL VALUE | AT COST | $355,253 | $370,258 |
| 1385.042 JANUS FUNDS HENDERSON EURO | AT COST | $50,000 | $61,357 |
| 10477.4 VANGUARD TOTAL STOCK MKT IND | AT COST | $500,000 | $1,215,064 |
| 14394.632 WASATCH GLOBAL VALUE INV | AT COST | $168,754 | $129,696 |
| 10380.023 PIMCO FUNDS DYNAMIC BOND A | AT COST | $114,844 | $101,413 |
| 0 PACE GLOBAL FIXED INCOME INVESTMEN | AT COST | ||
| 0 PACE MORTGAGE-BACKED SECURITIES FI | AT COST | ||
| 15188.428 PACE INTERMEDIATE FIXED IN | AT COST | $190,866 | $161,605 |
| 69245.083 PACE STRATEGIC FIXED INCOM | AT COST | $888,252 | $822,058 |
| 59948.547 PACE HIGH YIELD INVESTMENT | AT COST | $583,831 | $514,359 |
| 7487.068 VANGUARD TOTAL INTL BOND IN | AT COST | $150,000 | $147,645 |
| 48028.482 JOHN HANCOCK FUNDS III DIS | AT COST | $991,236 | $1,314,540 |
| 6598.649 TETON WESTWOOD MIGHTY MITES | AT COST | $166,321 | $126,760 |
| 7071.004 VANGUARD CORE BOND ADMIRAL | AT COST | $150,000 | $128,692 |
| 528771.53 SCHWAB TREASURY OBLIGATION | AT COST | $528,772 | $528,772 |
| 310412.41 SCHWAB FUNDS TREA OBLIGATI | AT COST | $310,412 | $310,412 |
| 37594.997 SEAFARER OVERSEAS GR & INC | AT COST | $454,615 | $476,705 |
| 8500 ISHARES TRUST IBONDS DEC 2024 T | AT COST | $202,300 | $202,810 |
| 0 INVESCO DB G10 CURRENCY HARVEST FU | AT COST | ||
| WALTON US LAND FUND 5 LP CL A NSA | AT COST | $138,325 | $202,620 |
| MIN INT - WALTON CO, FL | AT COST | $5,500 | $5,830 |
| ORRI - CHEROKEE CO, TEXAS | AT COST | $1 | $115 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE AND OFFICE EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $7,787 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $7,787 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| FOUNDATION ASSOC. MEMBERSHIP | $1,720 | $1,720 | |
| INSURANCE | $4,014 | $4,014 | |
| PARTNERSHIP PORTFOLIO DEDUCTI | $496 | $496 | |
| BROKER ACCOUNT FEES | $944 | $944 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $217,649 | Amt |
| Net Investment Income | $217,649 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PROPERTY TAXES | $54 | $54 |
| EXCISE TAX ON INVESTMENT INCOME | $28,787 | |
| FOREIGN DIVIDEND TAX WITHHELD | $12,032 | $12,032 |