2024-11-15T12:01:50-06:00 2023-12-31 135565207 KPMG LLP 303 PEACHTREE ST NE SUITE 2000 ATLANTA GA 30308 990PF 2023-01-01 752824936 THE MUSE FAMILY FOUNDATION MUSE 2147407236 3131 TURTLE CREEK BLVD STE 1020 DALLAS TX 75219 JOHN R MUSE PRESIDENT 2147407236 2024-11-14 1 0 WHITNEY B HEBRON P01226647 4042223000 2024-11-13 2023 2024-10-15 13:58:12Z X 46867318 X X 39200 183075 716424 727356 143822 0 17 516481 0 755641 1426912 0 289167 72292 0 216875 23301 5825 0 17476 91142 0 0 91142 63348 19004 0 19004 55030 6574 0 0 7829 859 0 6970 45514 85002 0 21494 575331 189556 0 372961 1431360 1435360 2006691 189556 0 1808321 -1251050 1237356 0 17886992 11243547 11243547 175394 0 697058 175394 175394 199275 237664 237664 4502080 4917430 4917430 20009412 29877763 29877763 0 415520 415520 43294817 46867318 46867318 0 0 X 0 0 0 0 43294817 46867318 43294817 46867318 43294817 46867318 43294817 -1251050 4823551 46867318 0 46867318 PARTNERSHIP PROPERTY: SHORT TERM P 2023-01-01 2023-12-31 8935 8935 8935 PARTNERSHIP PROPERTY: LONG TERM P 2023-01-01 2023-12-31 158451 -158451 -158451 PARTNERSHIP PROPERTY: 1231 GAIN P 2023-01-01 2023-12-31 134887 134887 134887 -14629 8935 17199 0 17199 0 17199 35114 0 8000 0 43114 0 25915 25915 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 1 0 1 N/A ANGELA JOHNSON 2147407236 3131 TURTLE CREEK BLVD SUITE 1020 DALLAS TX 75219 0 0 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 JOHN R MUSE 3131 TURTLE CREEK BLVD SUITE 1020 DALLAS TX 75219 DIRECTOR/PRES/TREAS 1.00 0 0 0 LYN R MUSE 3131 TURTLE CREEK BLVD SUITE 1020 DALLAS TX 75219 DIRECTOR/EXEC VP & SECRETARY 1.00 0 0 0 MICHAEL J MUSE 3131 TURTLE CREEK BLVD SUITE 1020 DALLAS TX 75219 DIRECTOR 1.00 0 0 0 JOHN TYLER MUSE 3131 TURTLE CREEK BLVD SUITE 1020 DALLAS TX 75219 DIRECTOR 1.00 0 0 0 WHITNEY MUSE MCKNIGHT 3131 TURTLE CREEK BLVD SUITE 1020 DALLAS TX 75219 DIRECTOR/EXECUTIVE DIRECTOR 40.00 170000 0 0 MORGAN MUSE 3131 TURTLE CREEK BLVD SUITE 1020 DALLAS TX 75219 DIRECTOR 1.00 0 0 0 ELIZABETH MUSE 3131 TURTLE CREEK BLVD SUITE 1020 DALLAS TX 75219 DIRECTOR 1.00 0 0 0 MALLORY MUSE 3131 TURTLE CREEK BLVD SUITE 1020 DALLAS TX 75219 VP, COMMUNITY DEVELOPMENT 40.00 119167 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 4948539 17015774 30053157 52017470 0 0 52017470 780262 51237208 2561860 2561860 17199 20291 37490 2524370 2000 2526370 0 2526370 1808321 0 1808321 2526370 0 0 63484 63484 1808321 0 0 0 1808321 0 63484 63484 0 0 0 0 0 654565 0 0 0 JOHN R MUSE LYN R MUSE ANGELA JOHNSON 3131 TURTLE CREEK BLVDSUITE 1020 DALLAS TX 75219 2147407236 LETTER DIRECTED TO THE MUSE FAMILY FOUNDATION: JOHN MUSE NONE NONE ABIDE WOMEN'S HEALTH PO BOX 152243 DALLAS TX 75215 NONE PC GENERAL SUPPORT 80000 ABUNDANT LIFE AME CHURCH PO BOX 1511436 DALLAS TX 75315 NONE PC GENERAL SUPPORT 15000 BRAVER TOGETHER TARRANT 5500 EAST LOOP 820 SOUTH SUITE 200 FORT WORTH TX 76119 NONE PC GENERAL SUPPORT 25000 BUILDERS OF HOPE CDC PO BOX 224723 DALLAS TX 75222 NONE PC GENERAL SUPPORT 100000 CENTER FOR STRATEGIC & INTERNATIONAL STUDIES 1616 RHODE ISLAND AVE NW WASHINGTON DC DC 20036 NONE PC GENERAL SUPPORT 5000 CHILD POVERTY ACTION LAB 1808 S GOOD LATIMER EXPY SUITE 102 DALLAS TX 75226 NONE PC TRUSTHER PROGRAM 200000 DELIGHTED TO DOULA 651 TABLE ROCK DRIVE PROSPER TX 75078 NONE PC GENERAL SUPPORT 10000 EMPOWERING THE MASSES 429 BEARD DR CEDAR HILL TX 75104 NONE PC GENERAL SUPPORT 50000 EPIPHANY COMMUNITY DEVELOPMENT FOUNDATION 1409 BOTHAM JEAN BLVD DALLAS TX 75215 NONE PC GENERAL SUPPORT 1000 FAIRVIEW YOUTH FOUNDATION 3419 FAIRVIEW AVE DALLAS TX 75223 NONE PC GENERAL SUPPORT 10000 FIDELITY CHARITABLE GIVING PO BOX 770001 CINCINNATI OH 45277 NONE PC GENERAL SUPPORT 125000 INNERCITY COMMUNITY DEVELOPMENT 4907 SPRING AVENUE DALLAS TX 75210 NONE PC GENERAL SUPPORT 20000 LONE STAR JUSTICE ALLIANCE 3809 S 1ST ST AUSTIN TX 78704 NONE PC GENERAL SUPPORT 25000 MILL CITY COMMUNITY ASSOCIATION 4722 COLLINS AVE DALLAS TX 75210 NONE PC GENERAL SUPPORT 21675 N TEXAS ASSOCIATION OF AIR FORCE ACADEMY GRADUATES INC 2701 LITTLE ELM PKWY STE 100 LITTLE ELM TX 75068 NONE PC GENERAL SUPPORT 1700 PLANNED PARENTHOOD OF GREATER TEXAS 7424 GREENVILLE AVENUE STE 206 DALLAS TX 75231 NONE PC GENERAL SUPPORT 33000 PRIMOS DALLAS 6060 N CENTRAL EXPY STE 500 DALLAS TX 75206 NONE PC GENERAL SUPPORT 20000 SOUTHFAIR CDC PO BOX 150353 DALLAS TX 75315 NONE PC GENERAL SUPPORT 4000 ST PHILLIPS SCHOOL & COMMUNITY 1600 PENNSYLVANIA AVENUE DALLAS TX 75215 NONE PC GENERAL SUPPORT 20000 STEEL CITY SQUASH 140 TREES HALL PITTSBURGH PA 15261 NONE PC GENERAL SUPPORT 5000 TEXAS TREES FOUNDATION 3000 PEGASUS PARK DRIVE SUITE 740 DALLAS TX 75427 NONE PC GENERAL SUPPORT 113285 THE COMMIT PARTNERSHIP 3000 PEGASUS PARK DRIVE SUITE 900 DALLAS TX 75247 NONE PC GENERAL SUPPORT 100000 THE CRYSTAL CHARITY BALL TWO TURTLE CREEK 3838 OAK LAWN AVE SUITE L150 DALLAS TX 75219 NONE PC GENERAL SUPPORT 10000 THE DALLAS FOUNDATION 3000 PEGASUS PARK DR STE 930 DALLAS TX 75247 NONE PC GENERAL SUPPORT 6500 THE LOOP DALLAS PO BOX 224484 DALLAS TX 75222 NONE PC GENERAL SUPPORT 62500 THE UC DAVIS FOUNDATION 202 COUSTEAU PL STE 185 DAVIS CA 95618 NONE PC GENERAL SUPPORT 25000 UCLA FOUNDATION 315 MULLIN MGMT HALL 110 WESTWOOD PLAZA LOS ANGELES CA 90095 NONE PC GENERAL SUPPORT 66700 VIOLA'S HOUSE 1819 MARTIN LUTHER KING BLVD DALLAS TX 75215 NONE PC GENERAL SUPPORT 30000 YEAR-UP 45 MILK STREET 9TH FLOOR BOSTON MA 02109 NONE PC GENERAL SUPPORT 250000 1435360 0 14 39200 14 716424 523000 -764 FLOW-THROUGH INVESTMENTS 523000 812840 01 516481 REFUND OF FEDERAL TAXES 01 17 812076 1272122 0 2084198 0 0 0 0 0 0 0 0 0 0 ACCOUNTING EXPENSE 63348 19004 0 19004 PART VI-B QUESTION 1A(3) THE FOUNDATION RECEIVES FREE OFFICE SPACE AND IN-HOUSE ACCOUTING SERVICES FROM A COMPANY OWNED BY THE PRESIDENT OF THE FOUNDATION. THIS ACT QUALIFIES UNDER THE SPECIAL RULES AND IS NOT AN ACT OF SELF-DEALING. FORM 990-PF, PART VI-B, QUESTION 1A(4) THE FOUNDATION PROVIDED COMPENSATION TO TWO FAMILY MEMBERS OF DISQUALIFIED PERSONS. WHITNEY MCKNIGHT, EXECUTIVE DIRECTOR, AND MALLORY MUSE, VP COMMUNITY DEVELOPMENT, PROVIDED SERVICES TO THE FOUNDATION THAT ARE NECESSARY TO CARRY OUT THE FOUNDATION'S EXEMPT PURPOSES. THE FOUNDATION UTILIZED COMPENSATION STUDIES FOR FOUNDATIONS OF SIMILAR SIZE FOR COMPARABLE POSITIONS IN SIMILAR GEOGRAPHIC MARKETS TO DETERMINE THE REASONABLENESS OF COMPENSATION. THE FOUNDATION ASSERTS THE AMOUNTS PAID ARE REASONABLE AND NECESSARY FOR THE FOUNDATION TO CARRY OUT ITS EXEMPT PURPOSES, AND ACCORDINGLY, ARE NOT CONSIDERED ACTS OF SELF DEALING. VAR RT PERP MAT DTD 4917430 4917430 3941 FIDELITY OS FUND 237664 237664 SYCAMORE TREE CLO FUND, LP FMV 5325145 5325145 CANYON CLO FUND (CAYMAN), LTD. FMV 4656303 4656303 MAVERICK LONG ENHANCED, LP FMV 1883264 1883264 CANYON CLO FUND II (CAYMAN), LTD. FMV 1355558 1355558 THE ALPHAGEN EUROPEAN BEST IDEAS FUND FMV 1232375 1232375 SQNI INVESTORS FUND, LP FMV 1197549 1197549 SYCAMORE TREE CREDIT OPPORTUNISTIC CREDIT FUND FMV 1048486 1048486 SAXUM ENERGY I, LP FMV 1022333 1022333 GLOBAL STRATEGIC RISK MGMT, LP FMV 1021134 1021134 COWBIRD CAPITAL FUND, LTD. FMV 997918 997918 CANYON BALANCED FUND (CAYMAN), LTD. FMV 897538 897538 ENIAC VENTURES III, LP FMV 869489 869489 BP NATURAL GAS OPPPORTUNITY PTRS II, LP FMV 799821 799821 PILLARS OF MANKATO FMV 709120 709120 STEADVIEW CAPITAL PARTNERS, LP FMV 661453 661453 CRESTA ROYALTY PARTNERS, LP FMV 590688 590688 CPC MAGNOLIA SBS, LP FMV 541524 541524 3315-3319 ROSEDALE LLC FMV 495311 495311 NEXTECH V ONCOLOGY SCS SICAV-SIF FMV 493661 493661 DAKOTA PACIFIC REAL ESTATE PARTNERS FMV 478633 478633 RHONE CAPITAL IV, LP (MILL CO-INVEST) FMV 430185 430185 SHAWKWEI ASIA VALUE FUND 2017, LP FMV 417887 417887 ALANTE CAPITAL INVESTMENTS I, LP FMV 412732 412732 NEXTECH VI ONCOLOGY SCSP FMV 364230 364230 MUSE EQUITY ICI INVESTMENTS, LLC (JRMUSE PURCHASED INTEREST) FMV 316500 316500 WSP STONE MANOR, LLC FMV 239716 239716 NEXTECH CROSSOVER I SCSP FMV 235436 235436 C5 CYBER PARTNERS II SCSP - SUB FD A-USD FMV 233967 233967 KAINOS CAPITAL PARTNERS FMV 179332 179332 NEXTECH VII ONCOLOGY SCSP FMV 144889 144889 CARROLLTON MINERAL PARTNERS IV, LP FMV 125714 125714 CPC HEALTHCARE GROWTH II, LP FMV 114400 114400 CORIGIN SOLUTIONS, LLC FMV 100000 100000 LIVING NATURALLY FMV 88108 88108 CHARTER ADS MEDIA LP FMV 50750 50750 MAKURIA INVESTMENTS I LTD FMV 32224 32224 THE FINE ART FUND, LP FMV 28627 28627 HIGHLAND DYNAMIC INCOME FUND, LTD. FMV 28583 28583 LANDMARK EQUITY PARTNERS XIV OS, LP FMV 27849 27849 STARWOOD OPPORTUNITY FUND VIII FMV 13774 13774 DADE COMMUNITY DEVELOPER, LLC FMV 5691 5691 DADE COMMUNITY PARTNERS, LLC FMV 5483 5483 JRM POWER HOLDINGS, LLC FMV 3928 3928 CRESCENT SPECIAL SIT FD (LEG IV), LP FMV 455 455 LEGAL FEES 91142 0 0 91142 BUILDERS OF HOPE CDC 415520 415520 COMPUTER EXPENSE 4281 0 0 0 INSURANCE EXPENSE 20158 10079 0 10079 BANK FEES 105 105 0 0 OTHER FEES 135 68 0 68 PAYROLL PROCESSING FEES 3480 870 0 2610 REGISTERED AGENT FEES 9626 4813 0 4813 DUES/FEES 118 0 0 118 PARKING 7 4 0 4 OFFICE SUPPLIES 133 67 0 67 MEALS AND ENTERTAINMENT 7471 3735 0 3735 FLOW-THROUGH INVESTMENTS 0 65261 0 0 FLOW-THROUGH INVESTMENTS 0 516481 0 REFUND OF FEDERAL TAXES 17 0 0 UNREALIZED GAIN ON INVESTMENTS 4823551 MUSE DEBT ICI LLC 175394 MARTIN ESTRADA 0 STATE TAX EXPENSE 9013 0 0 0 FEDERAL TAX EXPENSE 46017 0 0 0 FOREIGN TAXES 0 6574 0 0 JRM POWER HOLDINGS LLC 3131 TURTLE CREEK BLVD SUITE 1020 DALLAS TX 75219 752824936 N/A 0 0 JRM POWER HOLDINGS LLC 3131 TURTLE CREEK BLVD SUITE 1020 DALLAS TX 75219 752824936 N/A 0 0