STRAKE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STRAKE FOUNDATION (EIN 76-0041524)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202433199349101983
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T10:05:47-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760080978 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BREEDLOVE & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17014 Seven Pines Dr | AddressLine1Txt |
| City | Spring | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77379 | 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 | 760041524 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRAKE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STRA | BusinessNameControlTxt |
| Phone | 7134001179 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 MAIN STREET UNIT 3300 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770023215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDALL WOODRUFF | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7134001179 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE B HUNT | PreparerPersonNm |
| PTIN | P01706791 | PTIN |
| Phone | 2813791065 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,400,788 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $428,926 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $428,926 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $956,641 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $956,641 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $148,354 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,929,209 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $148,354 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,904,553 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,904,553 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,438,474 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,438,474 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $206,685 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $41,337 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $165,348 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $48,404 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $9,681 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $38,723 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $68,578 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,716 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $54,862 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,699 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,350 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,349 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $164,747 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $164,747 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,430 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,430 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $64,436 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $39,950 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $24,486 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,142 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $406 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,736 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,193 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,355 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,838 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $607,314 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $303,472 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $303,842 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,877,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,877,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,484,714 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $303,472 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,181,242 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,240 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,135,002 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $157,116 | CashBOYAmt |
| Cash EOY | $46,605 | CashEOYAmt |
| Cash EOYFMV | $46,605 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,258,758 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,419,045 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,419,045 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $32,870 | AcctRcvblAmt |
| Acct Rcvbl BOY | $12,076 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $32,870 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $32,870 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $33,099,523 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,188,491 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $59,764,544 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,307,248 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,107,112 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,107,112 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $37,958 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,958 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $37,939 | OtherAssetsBOYAmt |
| Other Assets EOY | $30,612 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $30,612 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $44,872,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,824,735 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,400,788 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,241 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $3,241 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $44,869,419 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $44,824,735 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,869,419 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,824,735 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,872,660 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,824,735 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,869,419 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,240 | ExcessRevenueOverExpensesAmt |
| Other Increases | $449,429 | OtherIncreasesAmt |
| Subtotal | $45,272,608 | SubtotalAmt |
| Other Decreases | $447,873 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,824,735 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $13,929,209 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,780,855 | CostOrOtherBasisAmt |
| Gain Or Loss | $148,354 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $148,354 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $148,354 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $148,354 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,577 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $43,577 | SubtotalAmt |
| Tax Based On Investment Income | $43,577 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $252,900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $252,900 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $252,900 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,085 | EsPenaltyAmt |
| Overpayment | $208,238 | OverpaymentAmt |
| Applied To ES Tax | $45,000 | AppliedToESTaxAmt |
| Refund | $163,238 | RefundAmt |
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 |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | MR RANDALL WOODRUFF | IndividualWithBooksNm |
| Phone | 7134001170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 MAIN STREET SUITE 3300 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| RANDALL K WOODRUFF | |||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | EXEC DIR | 032.00 | $143,685 | $25,115 |
| GEORGE W STRAKE JR | |||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | PAST PRESIDENT/TREASURER | 005.00 | $30,000 | $362 |
| DIANA D HOOVER | |||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | VICE PRESIDENT | 002.00 | $4,500 | |
| ROBERT S PARSLEY | |||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | SECRETARY | 002.00 | $4,500 | |
| MELANIE S MEEKS | |||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | DIRECTOR | 002.00 | $4,500 | |
| LINDA JOHNSON | |||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | DIRECTOR | 002.00 | $4,500 | |
| KURT HANSEN | |||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | DIRECTOR | 002.00 | $3,000 | |
| JOHN S PARSLEY | |||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | DIRECTOR | 002.00 | $1,500 | |
| GEORGE W STRAKE III | |||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | PRESIDENT/TREASURER | 005.00 | $1,500 | |
| STEPHEN D STRAKE | |||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | DIRECTOR | 002.00 | $1,500 | |
| KEN BALDWIN | |||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | DIRECTOR | 002.00 | $1,500 | |
| KATHY COVEY | |||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | DIRECTOR | 002.00 | $1,500 | |
| SHARON MCNEARNEY | |||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | DIRECTOR | 002.00 | $4,500 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA JUNG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 MAIN STREET STE 3300 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SECRETARY | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 040.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $48,404 | CompensationAmt |
| Employee Benefits | $18,189 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | |||||
| 109 POST OAK CIRCLE SUITE 150 | HOUSTON | TX | 77024 | INVESTMENT MANAGEMENT | $60,403 |
| AMERICANA PARTNERS | |||||
| 811 LOUISIANA STREET SUITE 2420 | HOUSTON | TX | 77002 | INVESTMENT MANAGEMENT | $104,344 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 205 GRANTS TO VARIOUS CHURCHES, SCHOOLS AND OTHER NONPROFIT CAUSES | Description1Txt |
| Expenses1 | $2,877,400 | Expenses1Amt |
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 | $61,381,434 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $504,524 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,638,963 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $64,524,921 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $64,524,921 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $967,874 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $63,557,047 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,177,852 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,177,852 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,577 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,577 | TotalTaxAmt |
| Distributable Before Adj | $3,134,275 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,134,275 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,134,275 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,181,242 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,181,242 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,134,275 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $772,767 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $214,332 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $378,368 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,592 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,367,059 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,181,242 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,134,275 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,967 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,414,026 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $772,767 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $641,259 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $214,332 | ExcessFromYear3Amt |
| Excess From Year2 | $378,368 | ExcessFromYear2Amt |
| Excess From Year1 | $1,592 | ExcessFromYear1Amt |
| Excess From Current Year | $46,967 | ExcessFromCurrentYearAmt |
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 | GRANTS ADMINISTRATOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 MAIN STREET SUITE 3300 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7134001170 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATIONS ARE PROCESSED ONLINE. TO RECEIVE THE LINK TO THE PORTAL SEND EMAIL TO FOUNDATIONSTRAKE.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | MAXIMUM OF 1 GRANT APPLICATION / CALENDAR YEAR, EMPHASIS IS LOCAL TO HOUSTON, 501C3 ORGANIZATIONS. PRIMARY GIVING CATEGORIES ARE CATHOLIC INSTITUTIONS, YOUTH EDUCATION HIGH SCHOOL AND ABOVE, WOMENS HEALTH PRO LIFE, FREE MARKETS AND INDIVDUAL LIBERTY, HOUSTON CIVIC AND COMMUNITY, HOUSTON HOMELESS AND LOW INCOME | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (205 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 29 Acres | ||||||
| 3000 Moseley Rd | Aubrey | TX | 76227 | PC | Support Services for Adults w/Autism | $5,000 |
| 360MVP | ||||||
| 115 Oliphant Court | San Antonio | TX | 78212 | PC | Ongoing Support Services | $5,000 |
| Acton Institute | ||||||
| 98 E Fulton Street | Grand Rapids | MI | 49503 | PC | General Operations | $5,000 |
| AGE of Central Texas | ||||||
| 3710 Cedar Street Box 2 | Austin | TX | 78705 | PC | General Operations | $10,000 |
| Alley Theatre | ||||||
| 615 Texas Avenue | Houston | TX | 77002 | PC | General Operating Support | $5,000 |
| Amazing Place | ||||||
| 3735 Drexel Dr | Houston | TX | 77024 | PC | Annual Dinner | $25,000 |
| American Diabetes Association | ||||||
| PO Box 7023 | Merrifield | VA | 22116 | PC | 2023 ADA Camp Rainbow | $2,500 |
| American Values | ||||||
| 2800 S Shirlington Road Suite 950 | Arlington | VA | 22206 | PC | Defending the Santity of Life | $15,000 |
| Angel Flight South Central | ||||||
| PO Box 2207 | Addison | TX | 75001 | PC | Medical Care Access-Air Transportation | $10,000 |
| Arbor School | ||||||
| 1919 Knoll Street | Houston | TX | 77080 | PC | Behavioral Support and Speech Therapiy | $10,000 |
| Archdiocese of Galveston-Houston | ||||||
| 1700 San Jacinto St | Houston | TX | 77002 | PC | Annual Gft | $25,000 |
| Arms Wide Adoption Services | ||||||
| 6925 Portwest Drive Suite 110 | Houston | TX | 77024 | PC | Houston Foster Care Adoption Program | $5,000 |
| Asia Society of Texas | ||||||
| 1370 Southmore Blvd | Houston | TX | 77004 | PC | Tiger Ball 2023 | $3,000 |
| Baker Institute for Public Policy | ||||||
| 6100 Main Street Baker Hall MS-40 S | Houston | TX | 77005 | PC | Center fro the United States Mexico | $10,000 |
| Barbara Bush Literacy Foundtion | ||||||
| 7887 San Felipe Suite 250 | Houston | TX | 77063 | PC | A Celebration of Reading | $30,000 |
| Barry Goldwater Institute for Public Policy Research | ||||||
| 500 E Coronado Road | Phoenix | AZ | 85004 | PC | Defending the Future of the American Dream | $10,000 |
| Battleship Texas | ||||||
| One Riverway Suite 2200 | Houston | TX | 77056 | PC | Gun Restoration Project | $25,000 |
| Baylor Scott & White Health | ||||||
| 2401 S 31st Street MS-S103 | Temple | TX | 76508 | PC | Neurological Spine Center | $25,000 |
| Bayou Preservation Association | ||||||
| 2339 Commerce St | Houston | TX | 77002 | PC | General Operations | $5,000 |
| Bel Inizio | ||||||
| 7710 Del Rey Lane | Houston | TX | 77071 | PC | Transforming the Lives of Disadvantaged Women | $5,000 |
| Beloved Gallery | ||||||
| PO Box 1149 | Marble Falls | TX | 78654 | PC | Worldwide Language Content Production Distribution | $5,000 |
| Beta Academy | ||||||
| 9701 Almeda Genoa Road | Houston | TX | 77075 | PC | Instructional Coaches Math Coach | $12,000 |
| Big Brothers Big Sisters of Grtr Houston | ||||||
| 1003 Washington Avenue | Houston | TX | 77002 | PC | An Evening for Potential | $10,000 |
| Bo's Place | ||||||
| 10050 Buffalo Speedway | Houston | TX | 77054 | PC | Hispanic/Latino Outreach | $10,000 |
| Boy Scouts of America | ||||||
| 2225 North Loop W | Houston | TX | 77008 | PC | Growing Sustainable Scouting in underserved communities | $75,000 |
| Boy Scouts of America - Troop 838 | ||||||
| 2225 North Loop W | Houston | TX | 77008 | PC | Eagle Scout Program | $900 |
| Boys & Girls Clubs of Greater Houston | ||||||
| 815 Crosby Street | Houston | TX | 77019 | PC | Great Futures Dinner 2023 | $25,000 |
| Boys & Girls Country of Houston inc | ||||||
| 18806 Roberts Rd | Hockley | TX | 77447 | PC | Caring for Children from Families in Crisis - Operating Support | $20,000 |
| Breakthrough Central Texas | ||||||
| 1050 East 11th Street Suite 350 | Austin | TX | 78702 | PC | Middle School Summer Academy | $7,500 |
| Bridges to Life | ||||||
| PO Bkox 570895 | Houston | TX | 77257 | PC | 2023 Projects | $20,000 |
| Camp Allen | ||||||
| 18800 FM 362 | Navasota | TX | 77868 | PC | General Operations | $5,000 |
| Camp Aranzazu | ||||||
| 5420 Loop 1781 | Rockport | TX | 78382 | PC | Camp Experience for Special Populations | $5,000 |
| Camp For All | ||||||
| 3701 Kirby Dr | Houston | TX | 77098 | PC | Camp Experience for Children w/ Cancer | $5,000 |
| CanCare of Houston Inc | ||||||
| 9575 Katy Frwy Suite 428 | Houston | TX | 77024 | PC | Doubling CanCares one-on-one emotional support services for cancer patients caregivers | $5,000 |
| Capital Researach Center | ||||||
| 1513 16th St NW | Washington | DC | 20036 | PC | General Operations | $7,500 |
| CarePartners | ||||||
| 3838 Aberdeen Way | Houston | TX | 77025 | PC | General Operations | $25,000 |
| Casa de Esperanza | ||||||
| PO Box 301209 | Houston | TX | 77230 | PC | Foster Care Program | $10,000 |
| Catholic Charities Galveston Houston Diocese | ||||||
| 2900 Louisiana St | Houston | TX | 77006 | PC | 2022 Wine and Dine | $10,000 |
| Catholic Extension | ||||||
| 150 S Wacker Dr Suite 2000 | Chicago | IL | 60606 | PC | Campus Ministry in Permian Basin | $2,500 |
| Catholic Literary Arts | ||||||
| 2505 Driscoll St | Houston | TX | 77019 | PC | Fearless Catholic Writing Camp | $3,500 |
| Charlotte Lozier Institute | ||||||
| 2800 Shirlington Rd Suite 1200 | Arlington | VA | 22206 | PC | Her Plans Expansion is Texas | $5,000 |
| Child Advocates | ||||||
| 3701 Kirby Dr Suite 400 | Houston | TX | 77098 | PC | Court Services Program | $5,000 |
| Children's Museum of Houston | ||||||
| 1500 Binz St | Houston | TX | 77004 | PC | EcoStation Environmental Exhibit | $10,000 |
| Children's Transplant Initiative | ||||||
| 23718 Creekview Dr | Spring | TX | 77389 | PC | R Rooms Offering Temporary Hospitality Accomodations for Families of Pediatric Organ Transplant Patients | $2,500 |
| Chinquapin School | ||||||
| 2615 E Wallisville Rd | Highlands | TX | 77562 | PC | General Operating | $10,000 |
| Christian Community Service Center | ||||||
| PO Box 27924 | Houston | TX | 77227 | PC | Emergency Services | $5,000 |
| Cistercian Preparatory School | ||||||
| 3660 Cistercian | Irving | TX | 75039 | PC | College Preparatory | $12,500 |
| Citizens for Animal Protection | ||||||
| 17555 Katy Freeway | Houston | TX | 77094 | PC | Animal Protection | $5,000 |
| Civic Heart Community Services | ||||||
| 3131 Emancipoation Ave Suite 400 | Houston | TX | 77545 | PC | Annual Fall Luncheon | $5,000 |
| Colorado Springs Pioneer Museum | ||||||
| 215 S Tejon Street | Colorado Springs | CO | 80903 | PC | Inspiring the Next Generation Beyond CSPMs Walls | $5,000 |
| Communities in Schools | ||||||
| 1111 North Loop W Suite 300 | Houston | TX | 77008 | PC | CIS Annual Stay In School Gala | $5,000 |
| Communities in Schools-Bay Area | ||||||
| PO Box 580096 | Houston | TX | 77258 | PC | Bay Area Dropout Prevention | $2,500 |
| Connect Community | ||||||
| 6700 Bellaire Blvd | Houston | TX | 77074 | PC | Connect Summer Camp | $10,000 |
| Constituting America | ||||||
| PO Box 1988 | Colleyville | TX | 76034 | PC | National Impact Plan to Bring the US Constitution to Classrooms | $5,000 |
| Covenant House Texas | ||||||
| 1111 Lovett Blvd | Houston | TX | 77006 | PC | Building for Life Campaign Phase III | $50,000 |
| Crime Stoppers of Houston | ||||||
| PO Box 541654 | Houston | TX | 77254 | PC | Annual Luncheon | $10,000 |
| Cristo Rey Dallas High School | ||||||
| 9701 San Leon Ave | Dallas | TX | 75217 | PC | Supporting Southeast Dallas Students to and Through College | $25,000 |
| Cristo Rey Network | ||||||
| 11 East Adams St Suite 800 | Chicago | IL | 60603 | PC | Corporate Work Study Innovation | $10,000 |
| Dallas Children's Theater Inc | ||||||
| 5938 Skillman | Dallas | TX | 75231 | PC | Support for DCTs Student Matinee | $10,000 |
| Diocese of Beaumont | ||||||
| PO Box 3948 | Beaumont | TX | 77704 | PC | Communications Ministry Project | $7,000 |
| Do The Write Thing | ||||||
| 1310 Prairie Suite 800 | Houston | TX | 77002 | PC | Do The Write Thing Challenge | $3,000 |
| Dominican Sisters Mary Immaculate Province | ||||||
| 5250 Gasmer Dr | Houston | TX | 77035 | PC | Education, Formation, Healthcare | $50,000 |
| Duchesne Academy | ||||||
| 10202 Memorial Dr | Houston | TX | 77024 | PC | Tuition Assistance | $7,500 |
| Emerge Fellowship | ||||||
| 11251 Northwest Fwy Suite 330 | Houston | TX | 77092 | PC | Parsley Charity Golf Classic | $25,000 |
| Epilepsy Foundation of Texas | ||||||
| 2401 Fountain View Dr Suite 900 | Houston | TX | 77057 | PC | Camp Spike n Wave | $5,000 |
| Evergreen Freedom Foundation | ||||||
| PO Box 552 | Olympia | WA | 98507 | PC | Worker Freedom Teacher Summit | $5,000 |
| Every Village | ||||||
| 2600 Gessner Rd Suite 282 | Houston | TX | 77080 | PC | General Operating Support | $10,000 |
| Faith in Practice | ||||||
| 7500 Beechnut Suite 208 | Houston | TX | 77074 | PC | Orthopedic Surgery Program in Guatemala | $30,000 |
| Fellowship of Catholic Univ Students | ||||||
| PO Box 17408 | Denver | CO | 80217 | PC | Pledge Payment | $50,000 |
| Fellowship of Christian Athletes | ||||||
| PO Box 132589 | Spring | TX | 77393 | PC | College Internship Program | $8,000 |
| First Tee - Greater Houston | ||||||
| 7000 Capitol Street | Houston | TX | 77011 | PC | Project Expansion for Kids | $10,000 |
| Focus on the Family | ||||||
| 8605 Explorer Dr | Colorado Springs | CO | 80920 | PC | Hope Restored Retreat Center in Wimberley Texas | $50,000 |
| Forge for Families | ||||||
| 3435 Dixie Dr | Houston | TX | 77021 | PC | Game Changer - A little Bit of Life | $15,000 |
| Foundation for Autism Care Ed & Svcs | ||||||
| 13121 Louetta Rd Suite 1360 | Cypress | TX | 77429 | PC | Hope and Help for Houston Children Struggling with Autism | $10,000 |
| Free Wheelchair Mission | ||||||
| 15279 Alton Parkway Suite 300 | Irvine | CA | 92618 | PC | Wheelchairs for People Linving with Disabilities in Under-resourced Countries | $5,000 |
| Galveston Bay Foundation | ||||||
| 1725 Highway 146 | Kemah | TX | 77565 | PC | Annual Guardian of the Bay Awards Celebration | $5,000 |
| Girl Scouts of America | ||||||
| 3110 Southwest Frwy | Houston | TX | 77098 | PC | Girl Scout Gold Award | $5,000 |
| Greater Conroe Arts Alliance | ||||||
| PO Box 1415 | Conroe | TX | 77305 | PC | Art Benches Refurbished in Downtown Conroe | $4,000 |
| Harry Tompson Center | ||||||
| 130 Barrone Street | New Orleans | LA | 70112 | PC | A Home away from Home | $5,000 |
| Hartwell Global Education Foundation | ||||||
| 10000 N Central Expressway Suite 40 | Dallas | TX | 75231 | PC | Operating Funds | $15,000 |
| Heritage Foundation | ||||||
| 214 Massachusetts Ave NE | Washington | DC | 20002 | PC | Going on Offense | $20,000 |
| Heritage Museum of Montgomery County | ||||||
| PO Box 2262 | Conroe | TX | 77305 | PC | Repairs to the Strake-Gray Oilfield House Roughneck Bunkhouse | $18,000 |
| Heritage Society | ||||||
| 1100 Bagby St | Houston | TX | 77002 | PC | Renovation of Museum Offices | $10,000 |
| Holocaust Museum Houston | ||||||
| 5401 Caroline | Houston | TX | 77004 | PC | Educator in Motion | $5,000 |
| HomeAid Houston | ||||||
| 9511 W Houston Parkway North | Houston | TX | 77064 | PC | HomeAid Builds Programs | $10,000 |
| Houston Achievement Place | ||||||
| 245 West 17th Street | Houston | TX | 77008 | PC | Project CLASS | $10,000 |
| Houston Aphasia Recovery Center | ||||||
| 5005 Woodway Suite 110 | Houston | TX | 77056 | PC | Aphasia Recovery | $25,000 |
| Houston Asian American Festival Assn | ||||||
| 1714 Tannehill | Houston | TX | 77008 | PC | 2023 Lunar New Year | $5,000 |
| Houston Botanic Garden | ||||||
| 8205 N Bayou Dr | Houston | TX | 77017 | PC | A Living museum and outdoor classroom in the citys underserved southeast | $10,000 |
| Houston Center for Contemporary Craft | ||||||
| 4848 Main Street | Houston | TX | 77002 | PC | Educational Programming | $5,000 |
| Houston Children's Chorus | ||||||
| PO Box 66567 | Houston | TX | 77266 | PC | 2023 Winter Luncheon | $10,000 |
| Houston Chrisitan University | ||||||
| 7502 Fondren | Houston | TX | 77074 | PC | Liberty Laboratory at Houston Christian University | $30,000 |
| Houston Coalition for Life | ||||||
| 2925 W TC Jester Blvd Suite 5 | Houston | TX | 77018 | PC | Expansion of the Blue Blossom Pregnancy Center | $15,000 |
| Houston Food Bank | ||||||
| 535 Portwall St | Houston | TX | 77029 | PC | Food Securitiy for Disadvantaged Populations | $7,500 |
| Houston Furniture Bank | ||||||
| 8220 Mosleyt Rd | Houston | TX | 77075 | PC | No Kids on the Floor | $10,000 |
| Houston Hospice | ||||||
| 1905 Holcombe | Houston | TX | 77030 | PC | Operating Support | $8,000 |
| Houston Museum of Natural Science | ||||||
| 5555 Hermann Dr | Houston | TX | 77030 | PC | 2023 Gala | $15,000 |
| Houston Pregnancy Help Center | ||||||
| 3636 San Jacinto | Houston | TX | 77004 | PC | Case Management Services | $5,000 |
| Houston Tri Delta Philantropies Inc | ||||||
| PO Box 79304 | Houston | TX | 77279 | PC | The SALE 2023 | $25,000 |
| Houston Tri Delta Philantropies Inc | ||||||
| PO Box 79304 | Houston | TX | 77279 | PC | The SALE 2024 | $25,000 |
| Human Coalition | ||||||
| PO Box 5347 | Frisco | TX | 75035 | PC | National Rescue System | $10,000 |
| Hunt Volunteer Fire Dept | ||||||
| PO Box 362 | Hunt | TX | 78024 | PC | Meet the needs of the residents of Kerr County | $10,000 |
| Inspiration Ranch | ||||||
| 33028 Wright Rd | Magnolia | TX | 77355 | PC | Equine-Assisted Therapeutic Riding Program | $5,000 |
| Iowa Catholic Radio | ||||||
| 1355 50th Street | West Des Moines | IA | 50266 | PC | Programming Support | $10,000 |
| Italian Cultural & Community Center | ||||||
| 1101 Milford St | Houston | TX | 77006 | PC | Annual Italian Fashion Show Luncheon | $5,000 |
| Jesuit College Preparatory School - Dallas | ||||||
| 12345 Inwood Rd | Dallas | TX | 75244 | PC | Tuition Assistance | $10,000 |
| Julie Rogers Gift of Life Program | ||||||
| 2390 Dowlen Rd | Beaumont | TX | 77706 | PC | Breast and Prostate Cancer Screening and Awareness Initiative | $3,000 |
| Junior League of Houston | ||||||
| 1811 Briar Oaks Ln | Houston | TX | 77027 | PC | Charity Ball 2022 - 2023 | $20,000 |
| Justice Forward | ||||||
| 515 Caroline Street | Houston | TX | 77002 | PC | General Support | $3,000 |
| Justice Foundation | ||||||
| 8023 Vantage Dr Suite 1275 | San Antonio | TX | 78230 | PC | Center Against Forced Abortions and Safe Haven Laws | $10,000 |
| Kickstart Kids | ||||||
| 10222 Westheimer Road | Houston | TX | 77042 | PC | Kickstart Kids Houston Area Programs | $10,000 |
| Kid's Meals Inc | ||||||
| 330 Garden Oaks Blvd | Houston | TX | 77018 | PC | Building Hope Capital Campaign | $25,000 |
| La Promesa Foundation | ||||||
| 1903 S Lamesa Rd | Midland | TX | 79701 | PC | KSHJ Fishers of Men Benefit Dinner 2023 | $15,000 |
| Latino Learning Center Inc | ||||||
| 3522 Polk St | Houston | TX | 77003 | PC | Residential Air Conditioning/Refrigeration | $10,000 |
| Leadership Institute | ||||||
| 1101 N Highland Street | Arlington | VA | 22201 | PC | Programming Support | $15,000 |
| Lone Star Flight Museum | ||||||
| 11551 Aerospace Avenue | Houston | TX | 77034 | PC | Museum Operations Gala Event Sponsorship | $20,000 |
| Lord of the Streets | ||||||
| 3401 Fannin St | Houston | TX | 77004 | PC | Direct Assistance Program | $5,000 |
| Loving Houston | ||||||
| 2916 W TC Jester Blvd Suite 200 | Houston | TX | 77018 | PC | Church School Partnership Coordinators | $10,000 |
| Main Street Ministries | ||||||
| 5100 Travis Street | Houston | TX | 77002 | PC | Operation ID | $5,000 |
| Main Street Theater | ||||||
| 2540 Times Blvd | Houston | TX | 77005 | PC | Theater for Youth | $5,000 |
| Manned Space Flight | ||||||
| 1601 Nasa Parkway | Houston | TX | 77058 | PC | Community Outreach Programming | $10,000 |
| Marbridge Foundation Inc | ||||||
| PO Box 2250 | Manchaca | TX | 78652 | PC | Support for Adults with Intellectual and Developmental Disabilities | $10,000 |
| Marine Military Academy | ||||||
| 320 Iwo Jima Blvd | Harlengen | TX | 78550 | PC | General Operating Support | $12,500 |
| Meals on Wheels Central Texas | ||||||
| 3227 E 5th Street | Austin | TX | 78702 | PC | Meals on Wheels Program | $3,000 |
| Memorial Assistance Ministries | ||||||
| 1625 Blalock Rd | Houston | TX | 77080 | PC | MAMs Literacy Advance Services | $15,000 |
| Memorial Hermann Foundation | ||||||
| 929 Gessner Suite 2650 | Houston | TX | 77024 | PC | Memorial Hermann Advancing Health | $50,000 |
| Menninger Clinic | ||||||
| 12301 Main St | Houston | TX | 77035 | PC | Support for mental illness | $7,500 |
| Mercy Gate Ministries | ||||||
| 3170 Junction Highway Suite W-3 | Ingram | TX | 78025 | PC | R.I.S.E. U.P. | $10,000 |
| Methodist Hospital Foundation | ||||||
| 1707 Sunset Blvd | Houston | TX | 77005 | PC | Afibulation Research | $50,000 |
| Mission Gait | ||||||
| 8191 Staples Mill Rd | Henrico | VA | 23228 | PC | Mobile Prosthetics | $5,000 |
| Mission Squash | ||||||
| 1100 Merrill St | Houston | TX | 77009 | PC | After School Programming | $5,000 |
| Naval War College Foundation Inc | ||||||
| 686 Cushing Road | Newport | RI | 02841 | PC | Foundation Membership | $5,000 |
| Navigators | ||||||
| 3820 N 30th Street | Colorado Springs | CO | 80904 | PC | Pink House Driveway | $30,000 |
| Nehemiah Center | ||||||
| 5015 Fannin St | Houston | TX | 77004 | PC | Operating Support | $10,000 |
| NextOp Inc | ||||||
| 2929 McKinney St | Houston | TX | 77003 | PC | Texas Veteran Employment Program | $7,500 |
| Nick Finnegan Counseling Center | ||||||
| 606 E 9th Street | Houston | TX | 77007 | PC | Mental Health Counseling and Outreach | $20,000 |
| OLH College Prep | ||||||
| 235 Peterson Farm Rd | Kerrville | TX | 78028 | PC | General Operations | $10,000 |
| Open Dance Project | ||||||
| 747 N Shepherd Dr 100 | Houston | TX | 77007 | PC | ALICE | $10,000 |
| Palmer Drug Abuse Program | ||||||
| 3730 Kirby DrSuite 1200 | Houston | TX | 77098 | PC | General Operating | $5,000 |
| Pathways for Little Feet | ||||||
| 9 Greenway Plaza Suite 3150 | Houston | TX | 77046 | PC | General Operations/Little Plates | $12,000 |
| Philanthroy Roundtable | ||||||
| 1120 20th Street Suite 550 South | Washington | DC | 20036 | PC | Protecting Philanthropic Freedom Fostering Excellence in Philanthropy | $2,500 |
| Pontifical North American College | ||||||
| 3211 4th St NE | Washington | DC | 20017 | PC | 2023 Rectors Dinner | $15,000 |
| Prison Entreprenuership | ||||||
| 6501 Navigation Blvd Suite H7ii | Houston | TX | 77011 | PC | PEP Collider | $10,000 |
| Pro-Vision Inc | ||||||
| 2656 South Loop West Suite 650 | Houston | TX | 77054 | PC | General Operations | $25,000 |
| PTSD Foundation of America | ||||||
| 9724 Derrington Rd | Houston | TX | 77064 | PC | Supporting Houstons Combat Veterans with PTSD | $10,000 |
| RaiseUp Families | ||||||
| 2500 Tanglewilde Street Suite 350 | Houston | TX | 77063 | PC | HandUp Program | $10,000 |
| Red Cloud Indian School | ||||||
| 100 Mission Dr | Pine Ridge | SD | 57770 | PC | Spiritual Formation Program | $3,000 |
| River Oaks Chamber Orchestra | ||||||
| 3104 Edloe Suite 350 | Houston | TX | 77027 | PC | ROCO on the Go | $5,000 |
| Roman Catholic Diocese of Des Moines-Our Lady of the Americas Catholic Chur | ||||||
| 1271 9th St | De Moines | IA | 50316 | PC | Stained Glass Window Restoration | $15,000 |
| Ronald McDonald House | ||||||
| 1907 Holcombe Blvd | Houston | TX | 77030 | PC | General Operations | $10,000 |
| Rotary Club of Downtown Houston | ||||||
| 2802 Timmons Ln 22027 | Houston | TX | 77027 | PC | Frontline Kid Sponsor for the 50th Rotary Lombardi Award | $25,000 |
| Sacred Heart Catholic School | ||||||
| 615 McDade | Conroe | TX | 77301 | PC | George W. Strake Memorial Fund | $15,000 |
| San Jose Clinic | ||||||
| 2615 Fannin St | Houston | TX | 77002 | PC | Healthcare for the medically underserved of Greater Houston | $50,000 |
| San Juan Diego High School | ||||||
| 2512 S 1st Street | Austin | TX | 78704 | PC | Tuition Assistance | $20,000 |
| Santa Maria Hostel | ||||||
| 2605 Parker Rd | Houston | TX | 77093 | PC | Healing Hearts | $10,000 |
| Search Homeless Services | ||||||
| 2015 Congress St | Houston | TX | 77002 | PC | Homeless Services - For a Houston Without Homelessness | $5,000 |
| Semper Fi Fund | ||||||
| 825 College Blvd Suite 102 PMB609 | Oceanside | CA | 92057 | PC | Financial Assistance for Wounded, Ill and Injured Service Members and Veterans in Glaveston and Harris Counties | $12,000 |
| Serenity Retreat | ||||||
| 2060 N Loop W Suite 200 | Houston | TX | 77018 | PC | Life-Changing Help for the Hurting | $10,000 |
| SERJobs | ||||||
| 1710 Telephone Rd | Houston | TX | 77023 | PC | SERJobs 2023-2024 Veteran Services Program | $5,000 |
| Small Steps Nurturing Center | ||||||
| 2902 Jensen Drive | Houston | TX | 77026 | PC | 2023 Small Steps Clays Classic | $5,000 |
| Society of St Vincent de Paul | ||||||
| 2403 Holcombe Blvd | Houston | TX | 77021 | PC | Creating the Legacy Dinner | $10,000 |
| Society of St Vincent de Paul | ||||||
| 2403 Holcombe Blvd | Houston | TX | 77021 | PC | Creating the Legacy Dinner | $50,000 |
| Sons of the Amer Revolution TX Society | ||||||
| PO Box 3325 | Sherman | TX | 75091 | PC | Texas SAR District 7 | $5,000 |
| SpringSpirit | ||||||
| PO Box 550549 | Houston | TX | 77255 | PC | 13th Annual Breakfast for Champions | $25,000 |
| St Luke's Community Health Ctr | ||||||
| 606 E 9th Street | Houston | TX | 77007 | PC | A Community Center at Gethsemane | $25,000 |
| St Peter Catholic Student Center | ||||||
| 1415 S 9th Street | Waco | TX | 76706 | PC | Choral Scholars Program | $5,000 |
| St Pius X High School | ||||||
| 811 W Donovan St | Houston | TX | 77091 | PC | Pledge Payment | $120,000 |
| St Dominic Village | ||||||
| 2401 Holcombe Blvd | Houston | TX | 77021 | PC | Redient Subsidy Fund | $4,000 |
| St Dominic Village | ||||||
| 2401 Holcombe Blvd | Houston | TX | 77021 | PC | Fall Luncheon | $5,000 |
| St John Paul XXII College Preparatory | ||||||
| 1800 W Grand Parkway N | Katy | TX | 77449 | PC | Tuition Assistance | $25,000 |
| St Thomas High School | ||||||
| 4500 Memorial Dr | Houston | TX | 77007 | PC | Eagles Everlasting Endowment | $50,000 |
| Stages Inc | ||||||
| 800 Rosine Street | Houston | TX | 77019 | PC | 2022-2023 Season Education Operating Support | $5,000 |
| Star of Hope Mission | ||||||
| 4848 Loop Central Drive Suite 500 | Houston | TX | 77081 | PC | General Operating Support | $15,000 |
| Strake Jesuit College Preparatory | ||||||
| 8900 Bellaire Blvd | Houston | TX | 77036 | PC | Pledge Payment | $100,000 |
| Teen and Family Services | ||||||
| 9337 Katy Frwy PMB 314 | Houston | TX | 77024 | PC | Urban Core Mental/Behavioral Health Services | $7,500 |
| Texas Center for the Missing | ||||||
| 2500 Bolsover | Houston | TX | 77005 | PC | General Operations | $7,500 |
| Texas Hearing Institute | ||||||
| 3100 Shenandoah | Houston | TX | 77021 | PC | Audiology Speech Therapy and Educationsl Services for Children w/Hearing Loss | $5,000 |
| Texas Public Policy Foundation | ||||||
| 901 Congress Avenue | Austin | TX | 78701 | PC | Advancing and Defending Liberty in Texas and throughout the Nation | $40,000 |
| Texas State Historical Association | ||||||
| 3001 Lake Austin BlvdSuite 3116 | Austin | TX | 78703 | PC | Subscription Services | $5,000 |
| Texas State History Museum Foundation | ||||||
| PO Box 12456 | Austin | TX | 78711 | PC | Texas Independence Day Dinner 2023 | $15,000 |
| Texas Values | ||||||
| 1005 Congress Suite 830 | Austin | TX | 78701 | PC | 2023 Texas Faith Family Freedom Forum | $5,000 |
| The American Conservative | ||||||
| 910 17th St Ste 400 | Washington | DC | 20006 | PC | General Operations | $7,500 |
| The Beacon | ||||||
| 1117 Texas Ave | Houston | TX | 77002 | PC | Essential Services for individuals Experiencing Homelessness | $10,000 |
| The Brookwood Community | ||||||
| 1752 FM 1489 | Brookshire | TX | 77423 | PC | Operating Support | $12,500 |
| The Bryan Museum | ||||||
| 1315 21st Street | Galveston | TX | 77550 | PC | Stronger Together Expanding Educational Resources for Texas Educators | $15,000 |
| The Council on Recovery | ||||||
| PO Box 2768 | Houston | TX | 77252 | PC | Center for Recovering Families | $10,000 |
| The Health Museum | ||||||
| 1515 Hermann Dr | Houston | TX | 77004 | PC | General Operating Support | $25,000 |
| The Refuge for DMST | ||||||
| PO Box 90804 | Austin | TX | 78709 | PC | The Refuge Reopening | $5,000 |
| The Rise School of Houston | ||||||
| 5618 Mark Crosswell Jr Street | Houston | TX | 77021 | PC | Tuition Scholarship Program | $10,000 |
| The Women's Home | ||||||
| 607 Westheimer | Houston | TX | 77006 | Womens Homelessness | $15,000 | |
| The WorkFaith Connection | ||||||
| Dept 289 PO Box 4346 | Houston | TX | 77210 | PC | General Opperations | $10,000 |
| To Be Like Me | ||||||
| PO Box 600101 | Dallas | TX | 75360 | PC | Disability Awareness Program | $7,500 |
| TOMAGWA Healthcare Ministries | ||||||
| 455 School Street Suite 30 | Tomball | TX | 77375 | PC | Healthy Families, Healthy Communities | $20,000 |
| Trees for Houston | ||||||
| PO Box 270477 | Houston | TX | 77277 | PC | Tree Planting Program | $5,000 |
| True The Vote | ||||||
| PO Box 3109 19128 | Houston | TX | 77253 | PC | Independent Voter Validation Verification | $5,000 |
| University of St Thomas | ||||||
| 3800 Montrose Blvd | Houston | TX | 77006 | PC | Mardi Gras Ball - Scholarship | $35,000 |
| Ursuline Academy of Dallas | ||||||
| 4900 Walnut Hill Ln | Dallas | TX | 75229 | PC | The Ursuline Fund - Mission Global Studies | $15,000 |
| Vita-Living Inc | ||||||
| 3300 S Gessner Suite 150 | Houston | TX | 77063 | PC | General Support | $10,000 |
| Volunteer Interfaith Caregivers Southwest | ||||||
| 9600 S Gessner Rd | Houston | TX | 77071 | PC | Transportation for Seniors | $7,500 |
| Western Academy | ||||||
| 1511 Butlercrest | Houston | TX | 77080 | PC | Scholarship Fund | $25,000 |
| Women's Fund for Health Education & Research | ||||||
| 5433 Westheimer | Houston | TX | 77056 | PC | Education Programming | $5,000 |
| Women's Pregnancy Center | ||||||
| 10130 Fondren Rd 230 | Houston | TX | 77096 | PC | Limited Ultrasound Program | $7,500 |
| Wonders & Worries | ||||||
| 9101 Burnet Rd Suite 205 | Austin | TX | 78758 | PC | Parental Illness | $15,000 |
| Yellowstone Schools | ||||||
| 3000 Trully St | Houston | TX | 77004 | PC | Yellowstone Schools Field Trip Program | $10,000 |
| Young Life | ||||||
| 900 Town Country Lane | Houston | TX | 77024 | PC | Next Gen Leaders | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,877,400 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Boy Scouts of America | ||||||
| 2225 N Loop W | Houston | TX | 77008 | PC | Camp Strake | $75,000 |
| Fellowship of Catholic University Students | ||||||
| 603 Park Point Dr Ste 200 | Genesee | CO | 80401 | PC | Growth and Expansion TX | $50,000 |
| Methodist Hospital Foundation | ||||||
| 1707 Sunset Blvd | Houston | TX | 77005 | PC | Support Indegent Care Population | $50,000 |
| Strake Jesuit College Preparatory | ||||||
| 609 Crawford St | Houston | TX | 77002 | PC | In All Things Capital Campaign | $100,000 |
| St Agnes Academy | ||||||
| 9000 Bellaire Blvd | Houston | TX | 770364683 | PC | Capital Campaign | $200,000 |
| St Pius X High School | ||||||
| 811 West Donovan St | Houston | TX | 770915643 | PC | Campus Improvement Project | $240,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $715,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $247,584 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,137,983 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $148,354 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionAmt |
|---|---|
| PARTNERSHIP INCOME | $1,904,427 |
| OIL GAS ROYALTIES | $126 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,438,474 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,438,474 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional Services - Audit Tax | CategoryTxt |
| Amt | $17,000 | Amt |
| Net Investment Income | $8,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | EQUIPMENT | PropertyDesc |
| Acquired | 2014-01-01 | AcquiredDt |
| Cost Or Other Basis | $37,958 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $37,958 | PriorYearDepreciationAmt |
| Computation Method | STRAIGHT LINE | ComputationMethodTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HELD AT FIDELITY | StockNm |
| EOY Book Value | $39,188,491 | EOYBookValueAmt |
| EOYFMV | $59,764,544 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BELRIDGE ENERGY ADVISORS LP | FMV | $30,644 | $30,644 |
| SALIENT FUNDS ENDOWMENT PMF TEI | FMV | $141,662 | $141,662 |
| SALIENT NATURAL RESOURCE FUND, L.P. | FMV | $416,032 | $416,032 |
| ZARVONA FUND II-B LP | FMV | $516,227 | $516,227 |
| TEXAS REEXPLORATION LTD. 06 | FMV | $2,547 | $2,547 |
| HIGHCREST CAPITAL | FMV | $1,000,000 | $1,000,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $37,958 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $37,958 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIZER BECK WEBSTER BENTLEY SCROGGINS | CategoryTxt |
| Legal Fees | $6,699 | LegalFeesAmt |
| Net Investment Income | $3,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,349 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $37,939 | BOYBookValueAmt |
| EOY Book Value | $30,612 | EOYBookValueAmt |
| EOYFMV | $30,612 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCISE TAX AND UBTI TAX | $378,450 |
| UNREALIZED LOSS ON PARTNERSHIPS | $69,423 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $4,512 | $2,843 | $1,669 |
| TELEPHONE | $1,753 | $1,104 | $649 |
| OFFICE ADMIN SERVICES | $799 | $503 | $296 |
| COMPUTER OPERATIONS | $6,058 | $3,817 | $2,241 |
| DUES SUBSCRIPTIONS | $815 | $407 | $408 |
| GARAGE RENT | $4,256 | $2,681 | $1,575 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $1,904,427 | $1,904,427 |
| OIL GAS ROYALTIES | $126 | $126 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON TAXABLE GAIN ON STOCK TRANSFER | Desc |
| Amt | $449,429 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSE | CategoryTxt |
| Amt | $164,747 | Amt |
| Net Investment Income | $164,747 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PROPERTY TAXES | $55 | $55 |
| FOREIGN TAXES | $10,374 | $10,374 |
| PRODUCTION TAXES | $1 | $1 |