2023-11-15T11:18:41-06:00 2022-12-31 FORVIS LLP 8200 W Interstate 10 Suite 900 San Antonio TX 782303806 990PF 2022-01-01 481308657 The Greehey Family Foundation % WILLIAM & LOUREE GREEHEY GREE 2109182622 PO BOX 780489 San Antonio TX 78278 WILLIAM GREEHEY MEMBER 2103419400 2023-11-15 true WILLIAM GREEHEY XXX-XX-XXXX P01268980 2103419400 2 2022 2023-04-26 12:10:37Z X 194734574 X 429522 110758 110758 3988475 3921729 1665782 112998941 1665782 2262521 49748 8457058 5748017 36000 36000 42823 32117 0 10706 1012240 1012240 168965 108967 288151 278269 1548179 1431593 0 46706 7809969 7809969 9358148 1431593 0 7856675 -901090 4316424 3394923 6562483 6562483 15625116 5150184 4727691 124604766 124504053 149882906 1132554 4457964 4335714 24850470 24657643 29225780 169607829 165332327 194734574 3410762 36350 3410762 36350 X 166197067 165295977 166197067 165295977 169607829 165332327 166197067 -901090 165295977 165295977 CAPITAL GAINS FROM K-1 - ST 1002916 -1002916 -1002916 CAPITAL GAINS FROM K-1 - LT 1641741 1641741 1641741 PUBLICLY TRADED SECURITIES - ST 4666466 -4666466 -4666466 PUBLICLY TRADED SECURITIES - LT 5528135 5528135 5528135 CAPITAL GAIN DISTRIBUTION 165360 165360 165360 LOSS ON DISPOSITION OF K-1 72 -72 -72 1665782 59998 59998 59998 20000 0 108500 128500 X 1676 66826 66826 false false false false false true true false true true TX true false false false false true WWW.GREEHEYFOUNDATION.ORG WILLIAM & LOUREE GREEHEY 2109182001 PO BOX 780489 SAN ANTONIO TX 78278 false false false false true false false false false false false true false false false false false false false false false false false false WILLIAM E GREEHEY PO BOX 780489 San Antonio TX 78278 PRESIDENT 0 0 0 0 LOUREE B GREEHEY PO BOX 780489 San Antonio TX 78278 VICE PRESIDENT/SEC./TREASURER 0 0 0 0 LISA GREEHEY ROSENBLOOM 6 Penny Lane San Antonio TX 78209 DIRECTOR 0 9000 0 0 CHERYL GREEHEY 317 Encino San Antonio TX 78209 DIRECTOR 0 9000 0 0 LESLIE GREEHEY 326 Paseo Encinal Str San Antonio TX 78212 DIRECTOR 0 9000 0 0 MARGARET GREEHEY 12304 FM 472 Big Foot TX 78005 DIRECTOR 0 9000 0 0 N/A N/A 167041745 5363938 31351020 203756703 0 203756703 3056351 200700352 10035018 10035018 59998 59998 9975020 407 9975427 9975427 7856675 0 0 0 0 7856675 9975427 0 2020 2019 2018 0 2977014 2795100 2531949 8304063 7856675 0 7856675 0 2118752 2118752 6185311 0 0 0 0 858262 5327049 2795100 2531949 WILLIAM E GREEHEY LOUREE B GREEHEY NONE ATTN JULIE BEDELL PO BOX 780489 SAN ANTONIO TX 78278 admin@greeheyfoundation.org ONLINE APPLICATION HTTPS:/GREEHEYFAMILYFOUNDATION.SUBMITTABLE.COM/SUBMIT GUIDEDSTAR NONPROFIT REPORT (IF APPLICABLE) STATE WHETHER ORGANIZATION IS SUPPORTED BY UNITED WAY NATURE AND EXTENT OF THE PROBLEM YOU PLAN TO ADDRESS SPRING FUNDING CYCLE: APRIL 1 FALL FUNDING CYCLE: SEPTEMBER 30 ONLY TO ORGANIZATIONS THAT ARE UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. PRIMARILY AWARDED TO PROGRAMS IN BEXAR COUNTY FUNDING IS TO BE USED TO DIRECTLY MEET SPECIFIC NEEDS WITHIN THE COMMUNITY SEE ATTACHMENT A SEE ATTACHMENT A SEE ATTACHMENT A TX 78216 NONE PC GENERAL CHARITABLE CONTRIBUTION 7809969 7809969 14 110758 14 3988475 18 1670104 SUSTAINABLE WOODLANDS FUND II, LP (K-1) 900099 41 16110 RECOVERIES 900099 41 407 OTHER REVENUE 900099 41 29316 TAX EXEMPT INCOME 900099 41 2212366 8027536 8027536 false false false false false false false false false false X X 1 WILLIAM LOUREE GREEHEY 9 ELMCOURT ST SAN ANTONIO TX 78209 429522 X ACCOUNTING FEES 42823 32117 10706 CORPORATE BONDS 4457964 4335714 GENERAL EQUITIES 88691493 115230655 MUTUAL FUNDS/CLOSED END/UIT 35812560 34652251 5150184 4727691 BROOKFIELD AT COST 770000 897665 SUSTAINABLE WOODLANDS II AT COST 0 0 RENAISSANCE ACCESS AT COST 1008946 2626356 COVENANT GLOBAL EQUITIES AT COST 17209347 19500439 KKR ASIAN FUND III - CAYMAN AT COST 4280 4280 KKR ASIAN FUND III AT COST 2132800 2132800 KKR ASIAN FUND III - JAPAN AT COST 32270 32270 HAWK RIDGE AT COST 500000 676249 THE CHILDRENS FUND AT COST 2000000 2381500 OWL ROCK CORE INCOME AT COST 1000000 974221 RENAISSANCE - PORTFOLIO 45545 45545 RENAISSANCE - INV INT EXP 12333 12333 KKR ASIAN FUND - PORTFOLIO 19190 19190 KKR ASIAN FUND - INV INT EXP 17390 17390 KKR ASIAN CAYMAN - INV INT EXP 157 157 KKR ASIAN JAPAN - INV INT EXP 2051 2051 COVENANT GLOBAL - PORTFOLIO 181278 181278 COVENANT GLOBAL - INV INT EXP 325 325 MISCELLANEOUS FEES 9832 0 K-1 NONDEDUCTIBLE EXPENSES 50 0 SUSTAINABLE WOODLANDS FUND II, LP (K-1) 16110 16110 RECOVERIES 407 0 OTHER INCOME FROM 1099S 29316 29316 TAX EXEMPT INCOME 2212366 0 OTHER INCOME - PARTNERSHIPS 4322 4322 A/P - BROKERAGE ACCOUNTS 3204145 0 FEDERAL TAXES PAYABLE 206617 36350 MANAGEMENT FEES 1009498 1009498 BANK/ADR FEES 2742 2742 FEDERAL TAX ON INVESTMENT INC. 59998 0 FOREIGN TAXES - BROKERAGE ACCT 73006 73006 FOREIGN TAX(RENNAISSANCE K-1) 3607 3607 FOREIGN TAX(COV GLOBAL EQ K-1) 8285 8285 FOREIGN TAX (KKR ASIAN K-1) 533 533 FOREIGN TAX (KKR J K-1) 23536 23536