FRED AND MABEL R PARKS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FRED AND MABEL R PARKS FOUNDATION (EIN 76-0122692)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-29
- IRS object ID
- 202321199349100002
- Schema version
- 2022v5.0
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-29T10:36:21-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-04-29 | 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 | 2023-04-29 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $42,945,298 | 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 | $2,134 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,134 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $938,202 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $938,202 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,812,733 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,149,328 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,812,733 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $230 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $230 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,753,299 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,753,299 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $99,920 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,720 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $234,092 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $234,092 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $55,066 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,809 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $22,959 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $22,959 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,608 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,674 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,934 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $417,645 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $322,295 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,093 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,923,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,923,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,340,645 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $322,295 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,974,093 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $412,654 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,431,004 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,851 | CashBOYAmt |
| Cash EOY | $3,593 | CashEOYAmt |
| Cash EOYFMV | $3,593 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,739,521 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,347,792 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,347,792 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,089 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,325 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,325 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $587,964 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $944,645 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $912,486 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,473,615 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,944,884 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,096,669 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,839,356 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,259,321 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,980,251 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $19,005,998 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,567,488 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,601,182 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,787 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,787 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $40,658,394 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,071,048 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,945,298 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $40,658,394 | RetainedEarningBOYAmt |
| Retained Earning EOY | $41,071,048 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,658,394 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,071,048 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,658,394 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,071,048 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,658,394 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $412,654 | ExcessRevenueOverExpensesAmt |
| Subtotal | $41,071,048 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $41,071,048 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| TD AMERITRADE XXX-XX-XXXX - S/T | P | $19,689 | $19,443 | $246 | $246 |
| TD AMERITRADE XXX-XX-XXXX - L/T | P | $22 | $11 | $11 | $11 |
| TD AMERITRADE XXX-XX-XXXX - S/T | P | $1,459,933 | $1,712,837 | -$252,904 | -$252,904 |
| TD AMERITRADE XXX-XX-XXXX - L/T | P | $2,528,948 | $2,187,533 | $341,415 | $341,415 |
| UBS FINANCIAL SERVICES UG58431- S/T | P | $45,376 | $49,774 | -$4,398 | -$4,398 |
| UBS FINANCIAL SERVICES UG58431- L/T | P | $54,104 | $61,751 | -$7,647 | -$7,647 |
| CHARLES SCHWAB 4855-3551- S/T | P | $272,642 | $359,652 | -$87,010 | -$87,010 |
| CHARLES SCHWAB4855-3551 - L/T | P | $3,380,509 | $2,945,594 | $434,915 | $434,915 |
| INVESCO DP G10 CURRENCY HARVEST FD | P | $173 | $173 | $173 | |
| INVESCO DP G10 CURRENCY HARVEST FD | P | $259 | $259 | $259 | |
| WALTON US LAND FUND 5 LP - L/T GAIN | P | $2,513 | $2,513 | $2,513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,812,733 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,791 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $33,791 | SubtotalAmt |
| Tax Based On Investment Income | $33,791 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $13,791 | TaxDueAmt |
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 | $97,670 | $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 |
| VIRGINIA MCCLINTOCK | ||||||||
| 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 |
|---|---|---|---|---|---|
| JAMES G MCCLELLAN CPA | |||||
| 12926 DAIRY ASHFORD 100 | SUGAR LAND | TX | 77478 | INVSTMT ADV/TAX | $97,670 |
| UBS FINANCIAL SERVICES | |||||
| 1000 MAIN ST 26TH FLOOR | HOUSTON | TX | 77002 | INVSTMT ADVISOR | $96,178 |
| GOODMAN FINANCIAL CORP | |||||
| 5177 RICHMOND AVE 700 | HOUSTON | TX | 77056 | INVSTMT ADVISOR | $69,704 |
| CIBC PRIVATE WEALTH MGMT | |||||
| 11 E GREENWAY PLAZA 2625 | HOUSTON | TX | 77046 | INVSTMT ADVISOR | $68,210 |
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 | $41,603,265 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,468,221 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,862 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,085,348 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $45,085,348 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $676,280 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,409,068 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,220,453 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,220,453 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,791 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,791 | TotalTaxAmt |
| Distributable Before Adj | $2,186,662 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,186,662 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,186,662 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,974,093 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,974,093 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,186,662 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,036,070 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,974,093 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,036,070 | AppliedToYear1Amt |
| Applied To Current Year | $938,023 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,248,639 | 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 (121 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| 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 | ||
| CLAYTON DABNEY FOR KIDS WITH CANCER | |||||||||
| 5340 WESLAYAN 6784 | HOUSTON | TX | 77005 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| HALO HOUSTON | |||||||||
| 2940 CORDER ST | HOUSTON | TX | 77054 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| 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 | ||
| UNITED AGAINST HUMAN TRAFFICKING | |||||||||
| PO BOX 541184 | HOUSTON | TX | 77254 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| 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 | ||
| TEEN & FAMILY SERVICES | |||||||||
| 9337 B KATY FREEWAY | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | PMB 314 | |
| 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 | ||
| THE RISE SCHOOL OF HOUSTON | |||||||||
| 5618 H MARK CROSSWELL JR | HOUSTON | TX | 77021 | 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 | ||
| UNIVERSITY OF NOTRE DAME | |||||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | N/A | PUBLIC | SCHOLARSHIP ENDOWMENT | $25,000 | ||
| 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 | EQUESTRIAN CENTER | |
| 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 | 772046000 | N/A | PUBLIC | ATHLETIC ALLIANCE SCHOLARSHIPS | $10,000 | ||
| THE CHILDRENS FUND | |||||||||
| 5773 WOODWAY DR 189 | HOUSTON | TX | 77057 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | ||
| 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 | $15,000 | ||
| FORT BEND HISTORY ASSOCIATION | |||||||||
| PO BOX 460 | RICHMOND | TX | 774060012 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| GALVESTON HISTORICAL FOUNDATION | |||||||||
| 2002 STRAND | GALVESTON | TX | 77550 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | ||
| 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 | $2,000 | ||
| 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 | ||
| CHILDRENS CRANIOFACIAL ASSOCIATION | |||||||||
| 13140 COIT RD 517 | DALLAS | TX | 75240 | N/A | PUBLIC | PROGRAM SUPPORT | $7,500 | ||
| 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 | EDUCATION & SERVICES | |
| THE PARKS YOUTH RANCH INC | |||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $50,000 | ||
| 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 | ||
| TENDERFEET FOUNDATION | |||||||||
| PO BOX 451 | WILDER | VT | 05088 | 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 | ||
| FORT BEND FORWARD - YIP | |||||||||
| 445 COMMERCE GREEN BLVD | SUGAR LAND | TX | 77478 | N/A | PUBLIC | GRANT FOR SCHOLARSHIPS | $20,000 | FORWARD | |
| 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 | $10,000 | ||
| 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 | $20,000 | ||
| THE HARRIS SCHOOL | |||||||||
| 6210 ROOKIN ST | HOUSTON | TX | 77074 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | ||
| 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 | $20,000 | ||
| 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 | $5,000 | ||
| HOUSTON ALUMNAE PANHELLENIC | |||||||||
| 5868 A-1 WESTHEIMER RD | HOUSTON | TX | 770575641 | N/A | PUBLIC | COLLEGE SCHOLARSHIPS | $5,000 | FOUNDATION | |
| FORT BEND REGIONAL COUNCIL OF | |||||||||
| 10435 GREENBOUGH 250 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | SUBSTANCE ABUSE | |
| 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 | ||
| RONALD MCDONALD HOUSE | |||||||||
| 1907 HOLCOMBE BLVD | HOUSTON | TX | 77030 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| PRESBYTERIAN CHILDRENS HOMES & | |||||||||
| 7880 SAN FELIPE 111 | HOUSTON | TX | 77063 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | SERVICES | |
| CAMP HOPE PTSD FOUNDATION OF | |||||||||
| 9724 DERRINGTON RD | HOUSTON | TX | 77064 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | AMERICA | |
| 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 | ||
| CITY WIDE CLUB | |||||||||
| 3229 HADLEY ST | HOUSTON | TX | 77004 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| 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 | $20,000 | ||
| 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 | $40,000 | ||
| 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 | $20,000 | SUGAR LAND | |
| 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 | $3,000 | ||
| 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 | CHARITIES | |
| FORT BEND WOMENS CENTER | |||||||||
| PO BOX 183 | RICHMOND | TX | 77406 | 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 | $5,000 | ||
| ATTACK POVERTY | |||||||||
| 3737 GREENBRIAR DR 100 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| LITERACY COUNCIL OF FORT BEND | |||||||||
| 12530 EMILY CT | SUGAR LAND | TX | 77478 | N/A | PUBLIC | 2023 READING BETWEEN THE WINES | $25,000 | ||
| PARKS YOUTH RANCH | |||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $27,500 | ||
| 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 | ||
| SOUTH TEXAS COLLEGE OF LAW HOUSTON | |||||||||
| 1303 SAN JACINTO ST | HOUSTON | TX | 770027006 | N/A | PUBLIC | SCHOLARSHIPS | $100,000 | ||
| HOLOCAUST MUSEUM HOUSTON | |||||||||
| 5401 CAROLINE STREET | HOUSTON | TX | 77004 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | ||
| 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 | $20,000 | ||
| HIS GRACE FOUNDATION | |||||||||
| 2449 S BOULEVARD 105 | HOUSTON | TX | 77098 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | ||
| PERIWINKLE FOUNDATION | |||||||||
| 3400 BISSONNET 185 | HOUSTON | TX | 77005 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | ||
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||||
| 2901 N INTERSTATE HWY 35 | AUSTIN | TX | 78722 | N/A | PUBLIC | DELL MEDICAL SCHOOL | $15,000 | STE 4100 | |
| 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 | $10,000 | ||
| JUDITH LIEBENTHAL ROBINSON | |||||||||
| 4801 WOODWAY STE 365W | HOUSTON | TX | 77096 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | FOUNDATION | |
| REMIND | |||||||||
| PO BOX 27607 | HOUSTON | TX | 77227 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| STAGES | |||||||||
| 800 ROSINE ST | HOUSTON | TX | 77019 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| CULLINAN PARK CONSERVANCY | |||||||||
| 12414 HIGHWAY 6 S | SUGAR LAND | TX | 77498 | N/A | PUBLIC | PARK EXPANSION | $100,000 | ||
| COMMUNITIES IN SCHOOLS BAY AREA | |||||||||
| PO BOX 580096 | HOUSTON | TX | 77258 | N/A | PUBLIC | DROPOUT PROVENTION PROGRAM SUPPORT | $5,000 | ||
| CHILD ADVOCATES OF FORT BEND | |||||||||
| 5403 AVENUE N | ROSENBERG | TX | 77471 | N/A | PUBLIC | MULTI-FUNCTION BLDG/PAVILION/PARKING | $125,000 | ||
| HOUSTON METHODIST HOSPITAL FOUNDATI | |||||||||
| 1707 SUNSET BLVD | HOUSTON | TX | 77005 | N/A | PUBLIC | NICHE DIABETES RESEARCH | $25,000 | ||
| SUGAR LAND LEGACY FOUNDATION | |||||||||
| 16107 KENSINGTON DR 199 | SUGAR LAND | TX | 77479 | N/A | PUBLIC | GOLD STAR FAMILIES MEMORIAL PROJECT | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,923,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (113 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| 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 | ||
| BLUE CURE FOUNDATION | |||||||||
| PO BOX 130862 | HOUSTON | TX | 77219 | N/A | PUBLIC | PROGRAM SUPPORT | $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 | ||
| LITERACY COUNCIL OF FT BEND COUNTY | |||||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77406 | 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 | |
| CAMP HOPE PTSD FOUNDATION OF | |||||||||
| 9724 DERRINGTON RD | HOUSTON | TX | 77064 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | AMERICA | |
| 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 | ||
| OAKBEND MEDICAL CENTER | |||||||||
| 1705 JACKSON ST | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | ||
| CATHOLIC CHARITIES ARCHDIOCESE OF | |||||||||
| 2900 LOUISIANA ST | HOUSTON | TX | 77006 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | GALVESTON-HOUSTON | |
| 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 | ||
| 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 | HOUSTON | |
| 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 | SERVICES |
| 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 | SUBSTANCE ABUSE INC | |
| 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 | ||
| THE ARC OF FORT BEND COUNTY | |||||||||
| 123 BROOKS ST | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| CHILDRENS MUSEUM OF HOUSTON AT | |||||||||
| 198 KEMPNER | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | SUGAR LAND | |
| TEXAS CHILDRENS HOSPITAL | |||||||||
| PO BOX 300630 5214 | HOUSTON | TX | 772300630 | N/A | PUBLIC | NEUROLOGICAL RESEARCH INSTITUTE | $25,000 | ||
| 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 | ||
| THE PARKS YOUTH RANCH | |||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | ||
| 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 | BRAIN DISORDERS | |
| KICKSTART KIDS | |||||||||
| 10222 WESTHEIMER | HOUSTON | TX | 77042 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| IMPACT A HERO | |||||||||
| 2929 MCKINNEY ST | HOUSTON | TX | 77003 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| EASTER SEALS GREATER HOUSTON | |||||||||
| 4888 LOOP CENTRAL DR 200 | HOUSTON | TX | 77081 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| ACCESS HEALTH | |||||||||
| 400 AUSTIN ST | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $40,000 | ||
| 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 | ||
| 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 | ||
| UNITED WAY OF GREATER HOUSTON | |||||||||
| 50 WAUGH DR | HOUSTON | TX | 77007 | N/A | PUBLIC | BRIGHT BEGINNINGS PROGRAM | $10,000 | ||
| CHILD ADVOCATES OF FORT BEND | |||||||||
| 5403 AVE N | ROSENBERG | TX | 77471 | N/A | PUBLIC | CASA HOME TOUR | $50,000 | ||
| 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 | ||
| 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 | ||
| LITERACY COUNCIL OF FT BEND COUNTY | |||||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77478 | N/A | PUBLIC | 2024 READING BETWEEN THE WINES | $25,000 | ||
| FOUNDATION FOR AUTISM CARE | |||||||||
| 13121 LOUETTA RD 1360 | CYPRESS | TX | 77429 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | EDUCATION & SERVICES | |
| LSU FOUNDATION | |||||||||
| 3796 NICHOLSON DR | BATON ROUGE | LA | 70802 | N/A | PUBLIC | SCHOLARSHIPS | $125,000 | ||
| UNIVERSITY OF HOUSTON | |||||||||
| PO BOX 867 | HOUSTON | TX | 770010867 | N/A | PUBLIC | WINE LECTURE SERIES | $20,000 | ||
| PERIWINKLE FOUNDATION | |||||||||
| 3400 BISSONNET 185 | HOUSTON | TX | 77005 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | ||
| 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 | ||
| 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 | FOUNDATION | |
| MAKE A WISH TX GULF COAST | |||||||||
| 12625 SOUTHWEST FREEWAY | STAFFORD | TX | 77477 | 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 | ||
| 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 | ||
| 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 | ||
| 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 | |
| ELDERHEART INC DBAMISSION 22 | |||||||||
| 694 N LARCH ST 910 | SISTERS | OR | 97759 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| 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 | ||
| GAEWAY 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 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,628,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,134 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $938,202 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $206 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,812,733 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WALTON US LAND FUND 5 LP | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,753,299 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,753,299 | 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 (42 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100000 MONTPELIER RE HLDGS LTD SR NO | ||
| 100000 PNC FINL CORP SUB NOTE 3.9% | $98,950 | $98,810 |
| 75000 ABBOTT LABS SR GLBL 3.4% | $74,348 | $74,027 |
| 50000 COMCAST CORP NEW NT 2.35% | $44,440 | $45,478 |
| 50000 DEERE JOHN CAP CORP MTNS FR 2. | $48,991 | $49,935 |
| 75000 ELECTRONIC ARTS INC SR GLBL 4. | $77,167 | $74,832 |
| 40000 ORACLE CORP SR BD 3.4% | $39,828 | $39,050 |
| 25000 PFIZER INC NT 3% | $24,769 | $24,789 |
| 75000 STRYKER CORP SR GLBL NT 3.375% | $73,031 | $72,654 |
| 50000 VISA INC SR GLBL 2.8% | ||
| 75000 FEDERAL NATL MTG ASSN 2.375% | $74,060 | $74,927 |
| 115000 FEDERAL NATL MTG ASSN 2.625% | $117,621 | $111,218 |
| 175000 FREDDIE MAC 2.375% | ||
| 150000 MAIN STREET CAP CORP NOTE 5.2 | $161,389 | $147,905 |
| 125000 BUNGE LTD FINANCE CORP NOTE 4 | ||
| 100000 CITIGROUP INC SR SB GLBL NT 2 | ||
| 175000 FEDERAL NATL MTG ASSN 2.125% | $277,992 | $256,808 |
| 185000 FEDERAL HOME LOAN BKS CONS BD | $203,958 | $177,071 |
| 150000 LAS VEGAS SANDS CORP NOTE 2.9 | $146,836 | $138,005 |
| 30000 UNITED PARCEL SER 3.4% | $34,724 | $27,952 |
| 130000 PROSPECT CAPITAL CORP NOTE 3. | $130,208 | $107,908 |
| 130000 FS KKR CAPITAL CORP NOTE 3.4% | $132,842 | $115,410 |
| 130000 HOLLYFRONTIER CORP NOTE 5.875 | $146,702 | $128,216 |
| 300000 BOEING CO DEBENTURE-UNSECURED | $352,587 | $314,075 |
| 50000 COCA COLA CO 3.45% | $55,082 | $46,635 |
| 50000 FEDERAL NTNL MTG ASSN .875% | $47,330 | $39,211 |
| 50000 INTEL CORP 3.9% | $59,157 | $46,847 |
| 150000 AUTONATION INC NOTE 4.5% | $154,072 | $146,007 |
| 150000 EXPRESS SCRIPTS HOLDING CO NO | $156,376 | $147,993 |
| 135000 ORACLE CORP NOTE 3.25% | $125,792 | $124,188 |
| 135000 CITIGROUP INC NOTE 4.45% | $134,001 | $129,006 |
| 135000 ALLY FINANCIAL INC NOTE 5.8% | $141,454 | $134,391 |
| 135000 CIMAREX ENERGY CO NOTE 3.9% | $127,234 | $121,697 |
| 130000 NATIONAL FUEL GAS CO NOTE 7.3 | $142,450 | $133,447 |
| 130000 AMERICAN TOWER CORP NOTE 3.55 | $125,495 | $120,589 |
| 130000 WELLS FARGO & CO DEBENTURE 7. | $146,923 | $140,249 |
| 130000 HOST HOTELS & RESORTS LP NOTE | $130,545 | $124,720 |
| 135000 BGC PARTNERS INC NOTE 5.375% | $134,703 | $134,359 |
| 135000 MYLAN INC NOTE 4.2% | $133,480 | $133,613 |
| 50000 UNITEDHEALTH GROUP 5.3% | $52,778 | $51,468 |
| 55000 CITIGROUP INC 3.875% | $57,601 | $54,531 |
| 75000 CINTAS CORP NO 2.37% | $74,405 | $72,230 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (245 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1620 AMAZON.COM INC COM | $55,329 | $136,080 |
| 5500 VANGUARD DIVIDEND APPRECIATION | $395,060 | $835,175 |
| 1500 DIGITL REALTY TRUST INC COM | $96,161 | $150,405 |
| 2900 SPDR PRTFOLIO EMERGING MARKETS | $95,556 | $95,584 |
| 12000 INVESCO INTER DIVIDEND ACHIEVE | $201,010 | $200,640 |
| 4000 APPLE INC COM | $62,462 | $519,720 |
| 500 M&T BANK CORPORATION COM | $49,460 | $72,530 |
| 500 ISHARES MSCI INDONESIA ETF | $16,753 | $11,195 |
| 500 CH ROBINSON WORLDWIDE INC COM | $28,760 | $45,780 |
| 1000 GLOBAL X FUNDS GURU INDEX ETF | $20,883 | $34,050 |
| 3000 HUNTINGTON BANCSHARES INC COM | $22,958 | $42,300 |
| 2500 BERKSHIRE HATHAWAY INC DEL CL B | $288,720 | $772,250 |
| 1000 ISHARES MSCI MEXICO ETF | $64,800 | $49,450 |
| 1000 NEWMONT MINING CORP COM | $30,010 | $47,200 |
| 2000 ISHARES USA QUALITY FACTOR ETF | $99,820 | $227,920 |
| 1500 AUTODESK INC COM | $52,930 | $280,305 |
| 1000 VANGUARD INTL EQUITY INDEX | $47,500 | $50,140 |
| 1000 INVESCO S&P 500 EQUAL WEIGHT ET | $65,045 | $141,250 |
| 1000 FIRST TRUST US EQUITY OPPORTUNI | $39,295 | $78,680 |
| 600 CAMDEN PPTY TR SH BEN INT | $36,978 | $67,128 |
| 1000 CISCO SYSTEMS INC COM | $23,310 | $47,640 |
| 1500 INVESCO GOLDEN DRAGON CHINA ETF | $44,725 | $40,995 |
| 1000 ORACLE CORP COM | $36,660 | $81,740 |
| 60 AMERIPRISE FINL INC COM | $8,173 | $18,682 |
| 78 AMETEK INC NEW COM | $6,301 | $10,898 |
| 196 AMPHENOL CORP CL A | $10,464 | $14,923 |
| 41 ANSYS INC COM | $3,668 | $9,905 |
| 65 ASHLAND GLOBAL HLDGS INC COM | $5,189 | $6,989 |
| 11 AUTOZONE INC COM | $8,046 | $27,128 |
| 125 BERRY GLOBAL GROUP INC | $4,229 | $7,554 |
| 56 CHURCH & DWIGHT INC COM | $2,338 | $4,514 |
| 106 CROWN HLDGS INC COM | $5,104 | $8,714 |
| 73 APTIV PLC COM NEW | $6,262 | $6,798 |
| 40 EPAM SYS INC COM | $2,646 | $13,110 |
| 80 FMC CORP COM NEW | $3,730 | $9,984 |
| 0 ENCOMPASS HEALTH CORP COM | ||
| 35 HUBBELL INC CL A | $3,645 | $8,214 |
| 22 HUMANA INC COM | $3,846 | $11,268 |
| 59 MARRIOTT INTERNATIONAL CL A | $4,749 | $8,785 |
| 235 MICROCHIP TECHNOLOGY INC COM | $5,627 | $16,509 |
| 99 MONSTER BEVERAGE CORP COM | $4,371 | $10,051 |
| 60 PENTAIR PLC SHS | $2,843 | $2,699 |
| 30 ROPER TECHNOLOGIES INC | $5,264 | $12,963 |
| 69 ROSS STORES INC COM | $3,427 | $8,009 |
| 60 SBA COMMUNICATIONS CORP COM | $8,452 | $16,819 |
| 0 SKYWORKS SOLUTIONS INC COM | ||
| 66 TRACTOR SUPPLY CO COM | $7,023 | $14,848 |
| 500 SSGA ACTIVE ETF TRUST MULTI ASSE | $14,035 | $13,770 |
| 1500 VANGUARD INDEX FUNDS S&P 500 ET | $245,995 | $527,010 |
| 1000 FREEPORT MCMORAN COPPER & GOLD | $32,508 | $38,000 |
| 1000 WEIGHT WATCHERS INTL INC COM | $20,850 | $3,860 |
| 3000 ISHARES CORE HIGH DIVIDEND ETF | $224,860 | $312,720 |
| 1600 VANGUARD FTSE EUROPE ETF | $96,480 | $88,704 |
| 2918 ABERDEEN EMERGING MARKETS | $27,845 | $15,028 |
| 4500 BROOKFIELD CORP COM CL A | $69,920 | $141,570 |
| 500 HONEYWELL INTERNATIONAL INC COM | $40,203 | $107,150 |
| 1000 BHP BILLITON LIMITED ADR | $50,421 | $62,050 |
| 92 GLOBAL PMTS INC COM | $12,285 | $9,137 |
| 0 PTC INC COM | ||
| 166 ZURN WATER SOLUTIONS CORP | $2,252 | $3,511 |
| 203 SPROUTS FMRS MKT INC COM | $4,341 | $6,571 |
| 400 SOUTH32 LTD ORD | $6,620 | $5,484 |
| 1000 H&E EQUIPMENT SVCS INC COM | $16,950 | $45,400 |
| 500 MARATHON PETE CORP COM | $23,135 | $58,195 |
| 71 EDWARDS LIFESCIENCES CORP COM | $2,831 | $5,297 |
| 39 FLEETCOR TECHNOLOGIES INC COM | $7,250 | $7,164 |
| 20 ADVANSIX INC | $223 | $760 |
| 700 VANGUARD CRSP US MEGA CAP INDEX | $47,820 | $92,680 |
| 6000 VANGUARD SHORT TERM CORP BOND E | $485,174 | $451,680 |
| 0 AUTODESK INC COM | ||
| 0 JAZZ PHARMACEUTICALS PLC SHS USD | ||
| 121 MASCO CORP COM | $4,650 | $5,647 |
| 26 MSCI INC CL A | $2,161 | $12,094 |
| 0 TELEFLEX INC COM | ||
| 101 TRANSUNION COM | $4,332 | $5,732 |
| 4573 SPDR S&P REGIONAL BANKING ETF | $223,956 | $279,191 |
| 0 CHEVRON CORP COM | ||
| 68 TRISURA GROUP LTD COM | $219 | $2,273 |
| 0 EVEREST REINSURANCE HLDGS INC COM | ||
| 0 GILEAD SCIENCES INC COM | ||
| 6014 ESSENT GROUP LTD COM | $196,260 | $233,824 |
| 0 TYSON FOODS INC COM CL A | ||
| 50 GARRETT MOTION INC COM | $451 | $381 |
| 83 RESIDEO TECHNOLOGIES INC COM | $1,204 | $1,365 |
| 300 TARGET CORP COM | $21,907 | $44,712 |
| 14340 SPDR PORTFOLIO DEVELOPED ETF | $444,661 | $425,755 |
| 400 VANGUARD WORLD FUNDS ENERGY ETF | $37,747 | $48,512 |
| 1000 ABB LTD ADR SPON | $22,184 | $30,460 |
| 4009 LKQ CORP COM | $104,499 | $214,121 |
| 22952 PLAINS GP HOLDINGS LP LTD PART | $291,405 | $285,523 |
| 1821 PTC INC COM | $189,173 | $218,593 |
| 5056 SCHLUMBERGER LIMITED COM | $91,409 | $270,294 |
| 0 II-IV INC COM | ||
| 221 COHERENT CORP | $8,240 | $7,757 |
| 1000 ISHARES TRUST GLOB HLTHCRE | $58,223 | $84,880 |
| 67 CDW CORP COM | $8,987 | $11,965 |
| 18 CINTAS CORP COM | $4,642 | $8,129 |
| 86 COSTAR GROUP INC COM | $2,996 | $6,646 |
| 19 DOMINOS PIZZA INC COM | $5,017 | $6,582 |
| 112 GENPACT LIMITED SHS | $2,695 | $5,188 |
| 120 IAA INC COM | $4,733 | $4,800 |
| 92 KEYSIGHT TECHNOLOGIES INC COM | $8,322 | $15,738 |
| 36 KLA CORPORATION | $4,257 | $6,410 |
| 222 LIVENT CORP COM | $2,841 | $4,411 |
| 1000 IRON MOUNTAIN INC COM | $27,030 | $49,850 |
| 537 AVANTOR INC | $13,993 | $11,325 |
| 109 CADENCE DESIGN SYS | $9,909 | $17,510 |
| 0 CATALENT INC | ||
| 45 CHARLES RIVER LABS | $10,527 | $9,805 |
| 152 DYNATRACE INC | $6,097 | $5,822 |
| 72 ENPHASE ENERGY INC | $11,259 | $19,077 |
| 101 ENTEGRIS INC | $7,934 | $6,625 |
| 54 FIVE BELOW | $8,453 | $9,551 |
| 0 GOODRX HOLDINGS INC | ||
| 49 IDEX CORP | $5,225 | $11,188 |
| 0 LIBERTY BROADBAND CO CL C | ||
| 120 MARVELL TECHNOLOGY INC | $4,146 | $4,445 |
| 62 RESMED INC | $11,213 | $12,904 |
| 0 SMARTSHEET INC CL A | ||
| 47 SYNOPSYS INC | $9,233 | $15,007 |
| 0 TWILIO INC CL A | ||
| 1900 ALPHABET INC COM CL C | $103,484 | $168,587 |
| 21411DESIGNER BRANDS INC COM CL A | $160,143 | $209,400 |
| 0 ICHOR HOLDINGS LTD COM | ||
| 2387 INGREDION INC COM | $197,065 | $233,759 |
| 8815 PATTERSON COMPANIES INC COM | $193,067 | $247,084 |
| 4969 SENSATA TECH HOLDING PLC COM | $217,244 | $200,648 |
| 9567 SPROUTS FARMERS MARKETS INC COM | $213,603 | $309,684 |
| 270 AIA GROUP LTD | $13,081 | $11,996 |
| 319 AIR LIQUIDE SPON ADR | $9,716 | $9,022 |
| 115 ALCON INC | $8,384 | $7,883 |
| 110 ALIBABA GROUP HLDG LTD | $16,992 | $9,690 |
| 56 ALNYLAM PHARMACEUTICALS | $8,319 | $13,308 |
| 170 AMADEUS IT GROUP SA | $11,705 | $8,702 |
| 13 ASML HLDGS NV | $8,700 | $7,103 |
| 619 ASSA ABLOY AB | $8,392 | $6,623 |
| 161 ASTRAZENECA PLC IAM CO | $8,581 | $10,916 |
| 0 AZEK CO INC | ||
| 273 BAE SYSTEMS PLC | $7,901 | $11,506 |
| 3140 BANCO SANTANDER SA | $10,841 | $9,263 |
| 158 BHP GROUP LTD | $8,864 | $9,804 |
| 194 BROOKFIELD ASSET MGM CL A | $7,703 | $6,103 |
| 1132 BROOKFIELD ASSET MGM CL A | $17,464 | $32,454 |
| 62 CANADIAN NATL RAILWAY | $7,445 | $7,371 |
| 0 CHEWY INC | ||
| 9 CHIPOTLE MEXICAN GRILL | $12,327 | $12,487 |
| 41 CHUBB LTD | $6,979 | $9,045 |
| 425 COMPASS GROUP SPON ADR | $8,513 | $9,890 |
| 0 CONTINENTAL AG HANNOVER | ||
| 423 DAIKIN INDUSTRIES SPON ADR | $9,393 | $6,392 |
| 117 DBS GROUP HOLDINGS LIM | $10,265 | $11,860 |
| 48 DIAGEO PLC SPON ADR | $8,651 | $8,553 |
| 234 EQUINOR ASA SPON ADR | $5,269 | $8,380 |
| 65 EURONET WORLDWIDE | $8,792 | $6,135 |
| 537 FANUC LTD JAPAN SPON ADR | $12,418 | $7,985 |
| 85 FLOOR & DCOR HOLDINGS | $8,493 | $5,919 |
| 64 FOMENTO ECONOMICO MEXI | $4,805 | $5,000 |
| 195 HDFC BK LTD | $13,949 | $13,340 |
| 452 HEXAGON AB SPON ADR | $6,265 | $4,705 |
| 219 HOWMET AEROSPACE INC | $7,240 | $8,631 |
| 85 ICON PLC | $19,944 | $16,511 |
| 150 INGERSOLL RAND INC | $7,575 | $7,837 |
| 138 INTERCONTINENTAL HOTELS | $9,047 | $8,051 |
| 727 JULIUS BAER GROUP LTD | $9,323 | $8,404 |
| 5135 LLOYDS BANKING GROUP SPON ADR | $11,055 | $11,297 |
| 358 LONDON STOCK EXCHANGE SPON ADR | $9,859 | $7,671 |
| 60 LVMH MOET HENNESSY LOU SPON ADR | $8,604 | $8,692 |
| 7 MERCADOLIBRE INC | $9,816 | $5,924 |
| 353 NIDEC CORP SPON ADR | $11,423 | $4,508 |
| 101 NOVARTIS AG SPON ADR | $9,117 | $9,163 |
| 0 ON SEMICONDUCTOR CO | ||
| 56 OSHKOSH TRUCK CORP | $5,326 | $4,939 |
| 108 PALO ALTO NETWORKS | $15,580 | $15,070 |
| 109 PLANET FITNESS INC CL A | $8,696 | $8,589 |
| 54 REGAL REXNORD CORP | $5,883 | $6,479 |
| 128 RITCHIE BROW AUCTION | $8,834 | $7,402 |
| 177 SHELL UNSPON ADR | $7,125 | $10,080 |
| 0 SEVEN & I HLDG CO | ||
| 123 SIEMENS AG SPON ADR | $9,509 | $8,461 |
| 90 SONY GROUP CORP SPON ADR | $10,010 | $6,865 |
| 293 SYMRISE AG SPON ADR | $9,869 | $7,926 |
| 191 SYSMEX CORP SPON ADR | $12,068 | $5,741 |
| 79 TAIWAN SEMICONDUCTOR SPON ADR | $9,584 | $5,885 |
| 0 TANDEM DIABETES CARE | ||
| 0 TEMENOS AG SPON ADR | ||
| 255 TENCENT HOLDINGS UNSPON ADR | $17,560 | $10,802 |
| 98 TOKIO MARINE HOLDINGS SPON ADR | $5,137 | $6,300 |
| 0 UBISOFT ENTERTAINMENT SPON ADR | ||
| 222 US FOODS HOLDING CORP | $8,220 | $7,552 |
| 0 VARONIS SYS INC | ||
| 658 VESTAS WIND SYS AS UTD SPON ADR | $9,870 | $6,317 |
| 0 WESTERN ALLIANCE BNC | ||
| 183 YUM CHINA HOLDINGS INC | $10,666 | $10,001 |
| 5886 ABM INDUSTRIES INC COM | $276,235 | $261,456 |
| 0 BARRICK GOLD CORPORATION COM | $85,357 | |
| 0 KRAFT HEINZ CO COM | ||
| 0 MDU RESOURCES GROUP INC COM | ||
| 5967 NATIONAL RETAIL PROPERTIES INC | $250,134 | $273,050 |
| 11135 SCHNEIDER NATIONAL INC COM CL | $285,553 | $260,559 |
| 5002 VERIZON COMMUNICATIONS COM | $276,360 | $197,079 |
| 6497 WESTERN DIGITAL CORP COM | $335,073 | $204,980 |
| 750 BLACKSTONE MORTGAGE TRUST INC CO | $23,548 | $15,877 |
| 31 BROOKFIELD ASSET MGMT REINS PA CO | $1,581 | $970 |
| 600 COCA COLA CO | $34,199 | $38,166 |
| 1000 HANNON ARMSTRONG SUSTAINABLE I | $47,087 | $28,980 |
| 1000 JEFFERIES FINANCIAL GROUP INC C | $33,000 | $34,280 |
| 2000 VANGUARD INTER TERM TREAS | $133,730 | $116,960 |
| 0 INVESCO EXCHANGE TRADED SELF I BUL | ||
| 0 VANECK ETF TRUST VANECK INVESTMENT | ||
| 6671 VANGUARD SHRT TRM CORP BD ETF | $554,026 | $501,592 |
| 1088 FLEETCOR TECHNOLOGIES INC COM | $245,203 | $199,844 |
| 5241 PULTE GROUP INC COM | $252,554 | $238,623 |
| 9083 ACI WORLDWIDE INC COM | $251,518 | $208,909 |
| 1929 GLOBAL PAYMENTS INC COM | $229,813 | $191,588 |
| 1825 NVIDIA CORP COM | $287,593 | $266,705 |
| 2600 APPLIED MATERIALS INC COM | $227,983 | $253,188 |
| 10000 REVOLVE GROUP INC COM CL A | $233,700 | $222,600 |
| 4218 COGNIZANT TECHNOLOGY COM CL A | $224,510 | $241,227 |
| 65 AGILENT TECHNOLOGIES | $10,158 | $9,727 |
| 211 AIRBUS GROUP SPON ADR | $7,151 | $6,258 |
| 42 ALIGN TECHNOLOGY INC | $11,411 | $8,858 |
| 43 AMERISOURCEBERGEN CORP | $7,100 | $7,126 |
| 115 ARES MANAGEMENT CORP CL A | $7,753 | $7,871 |
| 17 BILL COM HLDGS INC | $2,538 | $1,852 |
| 52 CHENIERE ENERGY INC | $6,603 | $7,798 |
| 101 DIAMONDBACK ENERGY | $12,602 | $13,815 |
| 24 FERRARI NV | $4,343 | $5,141 |
| 525 HEIDELBERGCEMENT AG SPON ADR | $5,959 | $5,940 |
| 49 LIVE NATION ENTERTAINMENT | $4,165 | $3,417 |
| 62 TOYOTA MOTOR CORP SPON ADR | $10,867 | $8,468 |
| 28 ULTA BEAUTY INC | $11,002 | $13,134 |
| 64 VEEVA SYSTEMS INC CL A | $12,982 | $10,328 |
| 71 WASTE CONNECTIONS INC | $8,779 | $9,412 |
| 169 WOODSIDE ENERGY GROUP | $3,332 | $4,091 |
| 361 WOODSIDE ENERGY GROUP | $2,497 | $8,740 |
| 50 ACCELLERON INDUSTRIES AG ADR UNSP | $683 | $1,020 |
| 200 AMAZON.COM INC COM | $28,120 | $16,800 |
| 100 GOLDMAN SACHS GROUP INC COM | $33,479 | $34,338 |
| 500 MR COOPER GROUP INC COM | $20,595 | $20,065 |
| 500 CITIZENS FINL GROUP INC COM | $18,845 | $19,685 |
| 750 GENCO SHIPPING & TRADING LTD COM | $16,077 | $11,520 |
| 200 GILEAD SCIENCES INC COM | $11,600 | $17,170 |
| 200 INTERNATIONAL BUSINESS MACHINE C | $26,748 | $28,178 |
| 1000 WISDOMTREE EMERG MKTS HIGH INCO | $50,845 | $35,640 |
| 25085 UBS ETRCS ALRIAN MLP | $404,370 | $470,595 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $944,645 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $912,486 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (41 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1106580.052 CIBC ATLAS DISCIPLINED E | AT COST | $1,765,208 | $2,567,513 |
| 29610.059 CIBC ATLAS INCOME OPPORTUN | AT COST | $404,594 | $395,886 |
| 4742.936 VANGUARD SMALL CAP INDEX AD | AT COST | $506,123 | $417,094 |
| 29462.533 MATTHEWS PACIFIC TIGER FD | AT COST | $808,267 | $595,162 |
| 21848.149 VIRTUS MERGER INVESTOR | AT COST | $350,000 | $368,797 |
| 4875.67 BLACKROCK GLBL ALLOCATION CL | AT COST | $100,000 | $80,254 |
| 11891.46 AMG YACKTMAN FUND SERVICE C | AT COST | $267,824 | $251,267 |
| 7545.881 MATTHEWS INTL FDS ASIA DIVI | AT COST | $120,363 | $99,907 |
| 1000 WISDOMTREE EMERG MKTS HIGH DIVI | AT COST | ||
| 133383.625 PACE INTERNATIONAL EQUITY | AT COST | $2,083,913 | $1,970,076 |
| 101724.126 PACE LARGE CO VALUE EQUIT | AT COST | $1,932,052 | $1,807,638 |
| 76744.872 PACE SMALL/MEDIUM CO GROWT | AT COST | $1,187,861 | $917,869 |
| 61708.852 PACE GLOBAL REAL ESTATE SE | AT COST | $433,898 | $367,785 |
| 11211.734 PACE ALTERNATIVE STRATEGIE | AT COST | $1,207,157 | $1,173,705 |
| 87936.21 PACE LARGE CO GROWTH EQUITY | AT COST | $2,066,985 | $1,046,441 |
| 58503.611 PACE SMALL/MEDIUM CO VALUE | AT COST | $1,063,152 | $996,901 |
| 12925.119 TWEEDY BROWNE GLOBAL VALUE | AT COST | $339,161 | $329,203 |
| 1385.042 JANUS FUNDS HENDERSON EURO | AT COST | $50,000 | $53,075 |
| 10477.4 VANGUARD TOTAL STOCK MKT IND | AT COST | $500,000 | $975,446 |
| 14394.632 WASATCH GLOBAL VALUE INV | AT COST | $168,754 | $126,961 |
| 10380.023 PIMCO FUNDS DYNAMIC BOND A | AT COST | $114,844 | $98,506 |
| 37875.464 PACE GLOBAL FIXED INCOME I | AT COST | $381,305 | $307,928 |
| 66083.183 PACE MORTGAGE-BACKED SECUR | AT COST | $77,523 | $63,816 |
| 14860.753 PACE INTERMEDIATE FIXED IN | AT COST | $187,409 | $155,146 |
| 40123.154 PACE STRATEGIC FIXED INCOM | AT COST | $564,005 | $464,225 |
| 58395.322 PACE HIGH YIELD INVESTMENT | AT COST | $580,800 | $473,586 |
| 7487.068 VANGUARD TOTAL INTL BOND IN | AT COST | $150,000 | $141,805 |
| 46167.564 JOHN HANCOCK FUNDS III DIS | AT COST | $940,470 | $1,127,412 |
| 5462.071 TETON WESTWOOD MIGHTY MITES | AT COST | $146,909 | $112,246 |
| 350000 FEDERATED INVESTORS GOVT OBLI | AT COST | ||
| 42182.721 COHEN & STEERS PREF SEC | AT COST | ||
| 89769.816 PIMCO COMMODITY REAL RETUR | AT COST | ||
| 7071.004 VANGUARD CORE BOND ADMIRAL | AT COST | $150,000 | $126,571 |
| 68700.097 T ROWE PRICE FLOATING RATE | AT COST | ||
| 504376.85 SCHWAB TREASURY OBLIGATION | AT COST | $504,377 | $504,377 |
| 224177 SCHWAB FUNDS TREA OBLIGATION | AT COST | $224,177 | $224,177 |
| 1800 INVESCO DB G10 CURRENCY HARVEST | AT COST | $50,155 | $45,435 |
| WALTON US LAND FUND 5 LP CL A NSA | AT COST | $134,701 | $204,435 |
| MINERAL INTEREST - WALTON CO, FL | AT COST | $5,500 | $6,471 |
| ORRI INTEREST - CHEROKEE CO, TX | AT COST | $1 | $3,956 |
| MINERAL INTEREST - KIT CARSON CO, CO | AT COST | $110 |
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 | $795 | $795 | |
| INSURANCE | $3,139 | $3,139 | |
| PARTNERSHIP PORTFOLIO DEDUCTI | $784 | $784 | |
| BROKER ACCOUNT FEES | $890 | $890 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PELES LLC - GROSS ROYALTIES | $206 | $206 |
| WALTON US LAND FUND 5 LP | $24 | $24 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $234,092 | Amt |
| Net Investment Income | $234,092 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PROPERTY TAXES | $59 | $59 |
| EXCISE TAX ON INVESTMENT INCOME | $44,257 | |
| FOREIGN DIVIDEND TAX WITHHELD | $10,740 | $10,740 |
| STATE SEVERANCE TAXES-ROYALTY IN | $10 | $10 |