2024-12-18T16:15:36-06:00 2023-12-31 420714325 RSM US LLP 1330 POST OAK BLVD STE 2400 HOUSTON TX 77056 990 2023-01-01 464886305 THE WILL ERWIN HEADACHE RESEARCH FOUNDATION WILL 7132389100 845 TEXAS AVE 2910 HOUSTON TX 77002 JAMES ERWIN PRESIDENT 7132389100 2024-12-18 1 1 JAMIE SANDERS P01508979 7136253500 2024-12-18 2023 2024-10-15 13:58:12Z JAMES ERWIN 845 TEXAS AVE 2910 HOUSTON TX 77002 664407 0 X WWW.CUREHEADACHES.ORG X 2014 TX THE WILL ERWIN HEADACHE RESEARCH FOUNDATION'S MISSION IS TO BRING RELIEF TO SUFFERERS, GLOBALLY, WHO ARE AFFLICTED WITH DEBILITATING HEADACHES, INCLUDING MIGRAINE AND CLUSTER HEADACHES, BY FUNDING RESEARCH FOCUSED ON FINDING A CURE. 3 0 0 15 0 0 688916 627734 0 0 255 623 -89784 -88031 599387 540326 530000 407500 0 0 0 0 30000 30000 82535 85722 101212 645722 538712 -46335 1614 244439 247053 0 1000 244439 246053 THE WILL ERWIN HEADACHE RESEARCH FOUNDATION'S MISSION IS TO BRING RELIEF TO SUFFERERS, GLOBALLY, WHO ARE AFFLICTED WITH DEBILITATING HEADACHES, INCLUDING MIGRAINE AND CLUSTER HEADACHES, BY FUNDING RESEARCH FOCUSED ON FINDING A CURE. 0 0 400000 400000 PROVIDING FUNDING TO MEMORIAL HERMANN FOUNDATION IN ORDER TO FACILITATE FUNDING RESEARCH AND SUPPORT SERVICES FOR INDIVIDUALS SUFFERING FROM DEBILITATING HEADACHES, INCLUDING MIGRAINE AND CLUSTER HEADACHES 7500 7500 PROVIDING FUNDING TO UNIVERSITY OF HOUSTON FOR THE GOLF TEAM 407500 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 1 0 TX X JAMES F ERWIN 7132389100 609 MAIN STREET STE 2350 HOUSTON TX 77002 X JAMES ERWIN - VOTING DIRECTOR & PRESIDENT 15.00 X X 0 0 0 CHARLES R EPPS - VOTING DIRECTOR 2.00 X 0 0 0 MARK L STEINBAUER - VOTING DIRECTOR 2.00 X 0 0 0 JIM ADAMS - NONVOTING DIRECTOR 2.00 X 0 0 0 HEIDI BEDELL - NONVOTING DIRECTOR 2.00 X 0 0 0 JOHN MALONE - NONVOTING DIRECTOR - EMERITUS (DEC'D 2.00 X 0 0 0 PAM ERWIN- NONVOTING DIRECTOR 2.00 X 0 0 0 CATHERINE MURPHY - NONVOTING DIRECTOR 2.00 X 0 0 0 MARGOT TREVINO ROSSON - NONVOTING DIRECTOR 2.00 X 0 0 0 ED FRANK - NONVOTING DIRECTOR 2.00 X 0 0 0 JEFF LOVE - NONVOTING DIRECTOR - EMERITUS (DEC'D 2.00 X 0 0 0 KEVIN ROBINS - NONVOTING DIRECTOR 2.00 X 0 0 0 MIKE MELODY - NONVOTING DIRECTOR 2.00 X 0 0 0 ADAM C ROSS - NONVOTING DIRECTOR 2.00 X 0 0 0 DOUG KNAUS - NONVOTING DIRECTOR 2.00 X 0 0 0 BETTE MALONE - NONVOTING DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 225450 402284 627734 623 623 36050 225450 124081 -88031 -88031 540326 0 0 -87408 407500 407500 3431 3431 30000 30000 450 450 48000 48000 ADMINISTRATIVE FEES 44879 44879 SOFTWARE LICENSE & SUPP 4085 4085 WEBSITE DESIGN / MAINTE 348 348 POSTAGE AND SHIPPING 19 19 538712 407500 48677 82535 244439 247053 244439 247053 1000 0 1000 X 0 0 0 0 244439 246053 244439 246053 244439 247053 1614 0 X 0 0 0 X 756184 717730 1045324 688916 627734 3835888 756184 717730 1045324 688916 627734 3835888 3835888 191 18 3 255 623 1090 39550 37800 38850 32783 36050 185033 4022011 0.95370 0.95440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 CARRIE RAY 1201 BERING DRIVE 10 HOUSTON TX 77057 CONSULTING-FUNDRAISING 0 0 30000 30000 30000 30000 TX GOLF TOURNAMENT 261500 225450 36050 84899 261500 225450 36050 84899 84899 -48849 SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS: (I) NAME OF FUNDRAISER: CARRIE RAY (I)ADDRESS OF FUNDRAISER: 1201 BERING DRIVE #10, HOUSTON, TX 77057 1 MEMORIAL HERMANN FOUNDATION 929 GESSNER STREET STE 2650 HOUSTON TX 77024 741653640 501(C)(3) 400000 0 TO PROVIDE FUNDING TO OPEN THE WILL ERWIN HEADACHE RESEACH CENTER FOR THOSE SUFFERING FROM DIBILITATING HEADACHES, INCLUDING MIGRAINE AND CLUSTER HEADACHES. TO CREATE A DATABASE OF SYMPTOMS FOR THOSE SUFFERING FROM MIGRAINE AND CLUSTER HEADACHES. TO FUND RESEARCH BY NEUROLOGISTS FOR THOSE SUFFERING FROM DIBILITATING HEADACHES, INCLUDING MIGRAINE AND CLUSTER HEADACHES. UNIVERSITY OF HOUSTON 221 E CULLEN BLDG HOUSTON TX 77024 746001399 501(C)(3) 7500 0 TO PROVIDE FUNDING TO FUND THE UNIVERSITY OF HOUSTON FOR THE GOLF TEAM PART I, LINE 2: THE FOUNDATION HAS MONTHLY MEETINGS WITH THE ORGANIZATION RECEIVING THE GRANT FUNDS TO RECEIVE UPDATES ON THE PROGRESS OF THE ACTIVITES FUNDED BY THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 2 H. SCOTT HUNSAKER IS JAMES ERWIN'S FAMILY ATTORNEY AND WAS THE GODFATHER TO JAMES ERWIN'S PREDECEASED SON, WILLIAM ERWIN. JAMES SAVAGE IS A PRINCIPAL IN A REAL ESTATE FUND IN WHICH JAMES ERWIN IS AN INVESTOR. JAMES SAVAGE IS THE GODFATHER TO JAMES ERWIN'S SON, ROBERT ERWIN. CHARLES EPPS, PGA GOLF PROFESSIONAL, PROVIDES GOLF-RELATED SERVICES FOR COMPENSATION (AS AN INDEPENDENT CONTRACTOR) FROM TIME TO TIME TO CHICAGO TITLE INSURANCE COMPANY AS WELL AS JAMES ERWIN HIMSELF. JAMES ERWIN IS AN EMPLOYEE OF CHICAGO TITLE INSURANCE COMPANY. MARK STEINBAUER, PGA GOLF PROFESSIONAL, IS THE DIRECTOR OF GOLF AT THE CLUB AT CARLTON WOODS, THE WOODLANDS, TEXAS ("THE CLUB"). JAMES ERWIN IS A MEMBER OF THE CLUB, AND THE CLUB WAS THE VENUE OF THE FOUNDATION'S GOLF TOURNAMENT IN OCTOBER 2023. IN ADDITION, MARK STEINBAUER AND THE CLUB PROVIDE GOLF-RELATED SERVICES FOR COMPENSATION FROM TIME TO TIME TO CHICAGO TITLE INSURANCE COMPANY AS WELL AS TO JAMES ERWIN HIMSELF. JAMES ERWIN IS AN EMPLOYEE OF CHICAGO TITLE INSURANCE COMPANY. FORM 990, PART VI, SECTION A, LINE 8B THE FOUNDATION HAS THREE VOTING MEMBERS AND 13 NON-VOTING MEMBERS. NO ADDITIONAL BOARD MEMBERS WERE ADDED IN 2023. THERE ARE NO COMMITTEES ACTING ON BEHALF OF THE DIRECTORS AT THIS TIME. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND VOTING DIRECTOR OF THE FOUNDATION REVIEWS THE FORM 990 IN ITS ENTIRITY AND DISTRIBUTES COPIES TO THE OTHER DIRECTORS FOR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE DIRECTORS AND OFFICERS ARE AWARE OF THE CONFLICT OF INTEREST POLICY AND ARE OBLIGATED TO REPORT ANY CONFLICTS AS SOON AS THEY ARE AWARE FOR EVALUATION. IF THERE IS REASONABLE CAUSE THAT A CONFLICT HAS NOT BEEN DISCLOSED, THE BOARD SHALL INVESTIGATE SUCH SITUATION. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION DOES NOT PAY COMPENSATION TO ANY MANAGEMENT, OFFICERS, DIRECTORS OR EMPLOYEES AT THIS TIME. HOWEVER, SHOULD THE FOUNDATION BE IN A POSITION TO PAY COMPENSATION, THESE PRACTICES WOULD BE PUT INTO EFFECT. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.