2023-05-11T13:13:39-05:00 2022-06-30 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2021-07-01 752251332 THE NANCY ANN HUNT FOUNDATION NANC 2149788860 1900 NORTH AKARD STREET DALLAS TX 752012300 RAY L HUNT PRESIDENT & CEO 2148556717 2023-05-08 1 RAY HUNT 999009999 PAMELA ALEXANDERSON P01218925 5058787200 2023-05-08 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z NANCY ANN HUNT 1900 NORTH AKARD STREET DALLAS TX 752012300 11523329 0 X N/A X 1988 TX THE NANCY ANN HUNT FOUNDATION IS A TEXAS NONPROFIT FOUNDATION ESTABLISHED TO ASSIST ORGANIZATIONS EXEMPT FROM INCOME TAXES UNDER IRS SECTION 501(C)(3). 7 6 0 6 72897 12221 0 3000000 0 0 12645 141220 -33941 154627 -21296 3295847 9270000 6520000 0 0 0 0 0 0 0 44940 52284 9314940 6572284 -9336236 -3276437 23732712 17037856 2500000 0 21232712 17037856 X THE NANCY ANN HUNT FOUNDATION IS A TEXAS NONPROFIT FOUNDATION ESTABLISHED TO ASSIST ORGANIZATIONS EXEMPT FROM INCOME TAXES UNDER IRC SECTION 501(C)(3) AND OPERATED EXCLUSIVELY FOR RELIGIOUS, MEDICAL, LITERARY, OR EDUCATIONAL PURPOSES AS WILL MOST EFFECTIVELY ASSIST, ENCOURAGE, AND PROMOTE THE WELL-BEING OF MANKIND. 0 0 6520000 6520000 THE NANCY ANN HUNT FOUNDATION, IN FURTHERANCE OF ITS MISSION AS WELL AS TO SUPPORT AND BENEFIT THE COMMUNITIES FOUNDATION OF TEXAS, PROVIDED GRANT FUNDING TO THE FOLLOWING ORGANIZATIONS IN FISCAL YEAR ENDING 6/30/2022. COMMUNITIES FOUNDATION OF TEXASPARISH EPISCOPAL SCHOOLSOUTHERN METHODIST UNIVERSITYTHE NANCY ANN HUNT AND RAY L. HUNT CHARITABLE FUND. 6520000 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 7 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X GREG IMHOFF TREASURER 2148556717 1900 NORTH AKARD STREET DALLAS TX 752012300 NANCY ANN HUNT CHAIRMAN & VICE-PRESIDENT/DIRECTOR 5.00 X X 0 0 0 HEATHER HUNT GRAHAM VICE-PRESIDENT/DIRECTOR 5.00 X X 0 0 0 ASHLEE HUNT KLEINERT VICE-PRESIDENT/DIRECTOR 5.00 X X 0 0 0 DAVID J SCULLIN VICE-PRESIDENT/DIRECTOR 5.00 40.00 X X 0 539979 55007 FLORENCE SHAPIRO DIRECTOR (THRU 12/04/2021) 5.00 1.00 X 0 0 0 CONNIE O'NEILL DIRECTOR 5.00 1.00 X 0 0 0 BOBBY LYLE DIRECTOR 5.00 X 0 0 0 RICHIE BUTLER DIRECTOR 5.00 1.00 X 0 0 0 RAY L HUNT PRESIDENT & CEO 5.00 X 0 0 0 DAVID C HERNANDEZ VICE PRESIDENT 5.00 X 0 0 0 L CHRISTOPHER LANZILLOTTA SECRETARY & ASSISTANT TREASURER 5.00 X 0 0 0 GREG IMHOFF TREASURER & ASSISTANT SECRETARY 5.00 X 0 0 0 0 539979 55007 0 0 1 0 0 3000000 3000000 9327 9327 81730 81730 8359375 8227482 131893 131893 131893 INCOME/LOSS FROM PARTNERSHIPS 523000 72897 72897 72897 3295847 0 72897 222950 6520000 6520000 1992 1992 26500 26500 2005 2005 ROYALTY TAXES 19597 19597 REAL ESTATE EXPENSES 2190 2190 6572284 6520000 52284 0 6024127 7611957 12237 73194 728050 692217 16968298 8660488 23732712 17037856 2500000 0 2500000 0 X 21232712 17037856 21232712 17037856 23732712 17037856 -3276437 -918419 0 X 0 1 X 1 0 X X 1 COMMUNITIES FOUNDATION OF TEXAS 750964565 7 1 20000 0 1 20000 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV SECTION A LINE 6 THE NANCY ANN HUNT FOUNDATION PROVIDED GRANTS TO PARISH EPISCOPAL SCHOOL IN THE AMOUNT OF $1,000,000, SOUTHERN METHODIST UNIVERSITY IN THE AMOUNT OF $2,000,000, THE JUNE SHELTON SCHOOL AND EVALUATION CENTER IN THE AMOUNT OF $2,000,000, AND THE NANCY ANN HUNT AND RAY L HUNT CHARITABLE FUND IN THE AMOUNT OF $1,500,000. THESE GRANTS WERE DISTRIBUTED ONLY AFTER THE APPROVAL OF THE BOARD OF TRUSTEES OF COMMUNITIES FOUNDATION OF TEXAS, THE ORGANIZATION THAT IS SUPPORTED BY THE NANCY ANN HUNT FOUNDATION. THIS APPROVAL EVIDENCES THE CONCURRENCE BY THE BOARD OF TRUSTEES OF COMMUNITIES FOUNDATION OF TEXAS THAT THESE GRANTS SUPPORT AND BENEFIT THE COMMUNITIES FOUNDATION OF TEXAS AND ITS MISSION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 GROWSOUTH FUND, L.P. 175860 F HUDSON WAY CHARLOTTE FUND L.P. 7386000 F YOST CAPITAL MANAGEMENT 378628 F CANYON CLO 720000 F 8660488 X 2377428 -918419 -918419 3295847 0 3295847 6572284 0 6572284 0 6572284 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE INTERNAL REVENUE SERVICE HAS CLASSIFIED THE FOUNDATION AS A SUPPORTING ORGANIZATION OF THE COMMUNITIES FOUNDATION OF TEXAS PURSUANT TO SECTION 509(A)(3) SUCH THAT THE FOUNDATION IS A PUBLIC CHARITY AND NOT A PRIVATE FOUNDATION. AS A PUBLIC CHARITY, ONLY UNRELATED BUSINESS INCOME, IF ANY, IS TAXABLE TO THE FOUNDATION. THE ACCOUNTING STANDARDS CODIFICATION (ASC) PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED, AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED WHEN CHALLENGED OR WHEN EXAMINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY THAN NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE AND LIABILITY IN THE CURRENT YEAR. MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN INCOME TAX POSITIONS. 1 COMMUNITIES FOUNDATION OF TEXAS (CFT) 5500 CARUTH HAVEN LN DALLAS TX 75225 750964565 501(C)(3) 20000 0 GENERAL FUND/FLORENCE SHAPIRO FUND PARISH EPISCOPAL SCHOOL 4101 SIGMA RD DALLAS TX 75244 751390485 501(C)(3) 1000000 0 EDUCATION FUND SOUTHERN METHODIST UNIVERSITY 3140 DYER ST STE 261 DALLAS TX 75205 750800689 501(C)(3) 2000000 0 JUDGE ELMO B. HUNTER LEGAL CENTER FOR VICTIMS OF CRIMES AGAINST WOMEN CFT FOR THE NANCY ANN HUNT AND RAY L HUNT CHARITABLE FUND 5500 CARUTH HAVEN LN DALLAS TX 75225 750964565 501(C)(3) 1500000 0 GENERAL FUND JUNE SHELTON SCHOOL AND EVALUATION CENTER 17301 PRESTON ROAD DALLAS TX 75252 751507280 501(C)(3) 2000000 0 TO MAKE A DIFFERENCE BY SERVING AND EMPOWERING THE LIVES OF STUDENTS WHO LEARN DIFFERENTLY 5 0 PART 1 LINE 2 THE FOUNDATION ONLY PROVIDES GRANTS TO ORGANIZATIONS OR OTHER PARTIES THAT SHARE THE SAME VISION AND MISSION AS THE FOUNDATION. FOR THE GRANTS MADE FROM JULY 1, 2021 THROUGH JUNE 30, 2022, SELECTED OFFICERS AND MEMBERS OF THE NANCY ANN HUNT FOUNDATION AND THE COMMUNITIES FOUNDATION OF TEXAS FOLLOWED UP WITH DONEE ORGANIZATIONS TO ENSURE GRANT FUNDS WERE USED FOR THEIR DESIGNATED PURPOSES. 0 0 0 0 0 0 0 0 0 DAVID J SCULLIN VICE-PRESIDENT/DIRECTOR 0 464164 0 75500 0 315 0 42370 0 12637 0 594986 0 0 FORM 990, PART VI, SECTION A, LINE 2 RAY L. HUNT, NANCY ANN HUNT, HEATHER HUNT GRAHAM, ASHLEE HUNT KLEINERT - FAMILY RELATIONSHIP RAY L. HUNT, DAVID C. HERNANDEZ, DAVID J. SCULLIN, CONNIE O'NEILL, FLORENCE SHAPIRO, L. CHRISTOPHER LANZILLOTTA, GREG IMHOFF - BUSINESS RELATIONSHIPS FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION EMAILS A COPY OF THE RETURN TO EACH BOARD MEMBER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, DIRECTOR, EMPLOYEE, AND COMMITTEE MEMBER IS REQUIRED TO ANNUALLY PROVIDE A STATEMENT TO THE FOUNDATION CONFIRMING THAT HE OR SHE HAS READ, UNDERSTANDS, AND AGREES TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. THEY SHALL ALSO LIST ANY ADDITIONAL ENTITIES OR PERSON THAT WOULD BE REQUIRED TO BE DISCLOSED PURSUANT TO THE FOREGOING PROVISIONS THAT HAVE NOT PREVIOUSLY BEEN DISCLOSED TO THE FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE NANCY ANN HUNT FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. COMMUNITIES FOUNDATION OF TEXAS 5500 CARUTH HAVEN LANE DALLAS TX 75225 750964565 CHARITABLE TX 501(C)(3) LINE 7 N/A 0 NANCY ANN HUNT & RAY L HUNT PHILANTHROPIC FUND 1900 NORTH AKARD STREET DALLAS TX 75201 751903084 CHARITABLE TX 501(C)(3) PF N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0