NELDA C AND HJ LUTCHER STARK FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NELDA C AND HJ LUTCHER STARK FOUNDATION (EIN 74-6047440)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202333179349104028
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T17:58:39-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | 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 | 746047440 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nelda C and H J Lutcher Stark Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NELD | BusinessNameControlTxt |
| Phone | 4098833513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 W Green Ave | AddressLine1Txt |
| City | Orange | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77630 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Clyde V McKee III | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 4098833513 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Clyde | PersonFirstNm |
| Person Last | McKee III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $646,546,646 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $46,904 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,211 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,211 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,211 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,835,702 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,835,702 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,835,702 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $1,550 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,550 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $1,550 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $1,550 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $15,916,465 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $252,066,453 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,524,284 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Incm Modifications Adj Net Incm | $878,698 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,132,811 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $825,745 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $837,745 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $23,940,643 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,194,492 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,560,906 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $753,483 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $222,918 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $222,918 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $530,565 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,669,893 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $10,913 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,658,980 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,199,310 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $44,403 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $46,040 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,153,270 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $95,554 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,630 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $2,630 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $92,924 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $61,113 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,163 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $25,163 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $35,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,160,257 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,958,905 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,958,905 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $201,352 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $480,970 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $70,864 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $70,864 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $625,000 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,185,006 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $738,845 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,797 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $2,797 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $736,048 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $68,057 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $385 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $385 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $67,672 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,740 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,740 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,016,981 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $76,018 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $76,018 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,940,963 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,433,209 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,404,083 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,416,633 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,046,464 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $311,916 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $311,916 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,745,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,404,083 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,416,633 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,358,380 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,195,518 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,790,409 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,144,273 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,555 | CashBOYAmt |
| Cash EOY | $905 | CashEOYAmt |
| Cash EOYFMV | $905 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,337,460 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,755,348 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,755,348 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $43,793 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $46,909 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $46,909 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $181,635,514 | CorporateStockBOYAmt |
| Corporate Stock EOY | $186,248,477 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $185,892,696 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $51,505,279 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $60,919,513 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $56,555,379 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,416,715 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $1,654,639 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,416,715 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $8,739,163 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $100,566,744 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $94,471,132 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $116,275,830 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $86,285,221 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $42,079,234 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $46,520,949 | LandBOYAmt |
| Land EOY | $44,205,987 | LandEOYAmt |
| Land EOYFMV | $86,280,416 | LandEOYFMVAmt |
| Other Assets BOY | $43,360,668 | OtherAssetsBOYAmt |
| Other Assets EOY | $43,366,468 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $185,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $434,626,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $438,431,454 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $646,546,646 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $218,715 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,311 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $218,715 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,311 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $434,407,886 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $438,423,143 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $434,407,886 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $438,423,143 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $434,626,601 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $438,431,454 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $434,407,886 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,195,518 | ExcessRevenueOverExpensesAmt |
| Other Increases | $49,739 | OtherIncreasesAmt |
| Subtotal | $438,653,143 | SubtotalAmt |
| Other Decreases | $230,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $438,423,143 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly traded securities | $250,659,928 | $234,033,998 | $16,625,930 | $16,625,930 | |||
| Passthrough K-1 capital gain | $599,736 | $599,736 | $599,736 | ||||
| 731 Gain - Distributions exceeding basis | $321,897 | $321,897 | $321,897 | ||||
| Sale of assets | $737 | $24,016 | -$23,279 | -$23,279 | P | 2020-01-01 | 2022-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,524,284 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,634,011 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $316,787 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $316,787 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $316,787 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $549,745 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $549,745 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $232,958 | OverpaymentAmt |
| Applied To ES Tax | $232,958 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.starkfoundation.org | WebsiteAddressTxt |
| Individual With Books | Clyde V McKee III | IndividualWithBooksNm |
| Phone | 4098833513 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 Green Ave | AddressLine1Txt |
| City | Orange | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 776305718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| Rob Clark | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Chair | 3.00 | $15,000 | $0 | $0 |
| Al Granger | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Vice Chair | 2.00 | $15,000 | $0 | $0 |
| Dr Suzonne Crockett | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Director | 2.00 | $15,000 | $0 | $0 |
| Deborah Hughes | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Director | 2.00 | $15,000 | $0 | $0 |
| Craig Lemons | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Director | 2.00 | $0 | $0 | $0 |
| W G Riedel III | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Director | 2.00 | $15,000 | $0 | $0 |
| Clyde V McKee III | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | President & CEO | 40.00 | $328,872 | $17,206 | $0 |
| Jennifer L Staton | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | VP/CFO/Tres | 40.00 | $281,399 | $32,749 | $0 |
| Sarah Wester | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Secretary (from Feb) | 40.00 | $57,731 | $20,138 | $0 |
| Phyllis Woodford | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Secretary (thru Feb) | 40.00 | $10,481 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Jennifer Barroeta | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | HR Manager | 40.00 | $166,936 | $35,635 | $0 |
| Preston Lange | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Property Supervisor | 40.00 | $125,294 | $65,103 | $0 |
| Jessie Deville | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Chief Property Offic | 40.00 | $162,047 | $6,292 | $0 |
| Katrina Nelson-Thomas | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Arts/History Directo | 40.00 | $130,300 | $31,116 | $0 |
| Andra Sanford | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Lutcher Theater Dire | 40.00 | $113,509 | $30,109 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 42 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Honeywell Building Solutions | |||||
| 1985 Douglas Dr N | Golden Valley | MN | 55422 | Bldg maintenance/ Construction | $1,453,807 |
| UBS Financial Services Inc | |||||
| 1285 Ave of the Americas | New York | NY | 10019 | Investment Management | $606,956 |
| Richard Bernstein Advisors | |||||
| 1251 6th Ave | New York | NY | 10020 | Investment Management | $580,033 |
| GCM Grosvenor | |||||
| 767 5th Ave 14th Floor | New York | NY | 10153 | Investment Management | $404,512 |
| Schaffer Cullen Capital Management | |||||
| 645 5th Ave Ste 1201 | New York | NY | 10022 | Investment Management | $211,353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Stark Museum of Art - See Statements 17 & 18 | Description1Txt |
| Expenses1 | $3,767,470 | Expenses1Amt |
| Description2 | W. H. Stark House - See Statement 19 | Description2Txt |
| Expenses2 | $2,021,680 | Expenses2Amt |
| Description3 | Lutcher Theater - See Statement 20 | Description3Txt |
| Expenses3 | $3,766,560 | Expenses3Amt |
| Description4 | Shangri La Botanical Gardens and Nature Center - See Statement 21 | Description4Txt |
| Expenses4 | $7,300,133 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $257,138,773 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,199,185 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $122,132,030 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $382,469,988 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $382,469,988 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,737,050 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $376,732,938 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,836,647 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,358,380 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,970,250 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $17,328,630 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2011-10-17 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,144,273 | CurrentYearAmt |
| Year1 | $19,628,431 | Year1Amt |
| Year2 | $5,264,981 | Year2Amt |
| Year3 | $11,582,547 | Year3Amt |
| Total | $42,620,232 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,222,632 | CurrentYearAmt |
| Year1 | $16,684,166 | Year1Amt |
| Year2 | $4,475,234 | Year2Amt |
| Year3 | $9,845,165 | Year3Amt |
| Total | $36,227,197 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,328,630 | CurrentYearAmt |
| Year1 | $15,995,820 | Year1Amt |
| Year2 | $13,152,156 | Year2Amt |
| Year3 | $13,284,081 | Year3Amt |
| Total | $59,760,687 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $311,916 | CurrentYearAmt |
| Year1 | $555,493 | Year1Amt |
| Year2 | $851,384 | Year2Amt |
| Year3 | $604,303 | Year3Amt |
| Total | $2,323,096 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,016,714 | CurrentYearAmt |
| Year1 | $15,440,327 | Year1Amt |
| Year2 | $12,300,772 | Year2Amt |
| Year3 | $12,679,778 | Year3Amt |
| Total | $57,437,591 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,557,765 | CurrentYearAmt |
| Year1 | $13,503,393 | Year1Amt |
| Year2 | $11,272,767 | Year2Amt |
| Year3 | $11,116,341 | Year3Amt |
| Total | $48,450,266 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bridge City ISD | ||||||||||||
| 1035 West Roundbunch | Bridge City | TX | 77611 | N/A | GOV | To purchase clothing for indigent school children | $5,000 | |||||
| Deweyville ISD | ||||||||||||
| PO Box 408 | Deweyville | TX | 77614 | N/A | GOV | To purchase clothing for indigent school children | $5,000 | |||||
| Lamar State College - Orange | ||||||||||||
| 418 Green Ave | Orange | TX | 77630 | N/A | GOV | To fund a Stark scholarship program administered by LSCO | $100,000 | |||||
| Little Cypress - Mauriceville CISD | ||||||||||||
| 7327 Hwy 87 N | Orange | TX | 77632 | N/A | GOV | To purchase clothing for indigent school children | $5,000 | |||||
| Orange Co Comm Partners for Children | ||||||||||||
| 4446 Gilbert Dr | Orange | TX | 77632 | N/A | PC | To stock the Rainbow Room in Orange with emergency food, clothing, and toys | $5,000 | |||||
| Orange Community Action Association | ||||||||||||
| PO Box 728 | Orange | TX | 77631 | N/A | PC | Funds for Meals on Wheels program serving the Orange County area | $15,000 | |||||
| Orange County Sheriff's Office | ||||||||||||
| PO Box 1468 | Orange | TX | 77631 | N/A | GOV | Funds for the Blue Sana Program serving children in need during Christmas | $7,500 | |||||
| Orange Lions Club Charity Carnival | ||||||||||||
| PO Box 1572 | Orange | TX | 77631 | N/A | PC | For maintenance of equipment used in charity carnival | $10,000 | |||||
| Orangefield ISD | ||||||||||||
| PO Box 228 | Orangefield | TX | 77639 | N/A | GOV | To purchase clothing for indigent school children | $2,500 | |||||
| Southeast Texas Food Bank Inc | ||||||||||||
| 3845 S M L King Jr Pkwy | Beaumont | TX | 77705 | N/A | PC | Food Backpack Program to provide weekend food for indigent children | $25,000 | |||||
| The Salvation Army of Orange | ||||||||||||
| 1950 MLK Drive | Orange | TX | 77632 | N/A | PC | To purchase food, toiletries, basic items for indegent persons | $25,000 | |||||
| Triangle Area Network | ||||||||||||
| 3727 N 16th St | Orange | TX | 77630 | N/A | PC | To fund renovation and expansion costs to facilities | $75,000 | |||||
| Vidor ISD | ||||||||||||
| 120 E Bolivar St | Vidor | TX | 77662 | N/A | GOV | To purchase clothing for indigent school children | $5,000 | |||||
| West Orange - Cove CISD | ||||||||||||
| PO Box 1107 | Orange | TX | 77631 | N/A | GOV | To purchase clothing for indigent school children | $5,000 | |||||
| Chandler Brooks | ||||||||||||
| PO Box 13052 | Nacogdoches | TX | 75962 | None | I | Scholarship | $1,500 | |||||
| Mallory Chilton | ||||||||||||
| PO Box 7758 UT Station | Austin | TX | 78713 | None | I | Scholarship | $3,123 | |||||
| Waveriee Cooper | ||||||||||||
| PO Box 10183 | Beaumont | TX | 77710 | None | I | Scholarship | $190 | |||||
| Kiera Figgins | ||||||||||||
| PO Box 7758 UT Station | Austin | TX | 78713 | None | I | Scholarship | $1,500 | |||||
| Whitley Hoyland | ||||||||||||
| PO Box 7758 UT Station | Austin | TX | 78713 | None | I | Scholarship | $2,358 | |||||
| Zachary Jagoe | ||||||||||||
| None | I | Scholarship | $1,500 | 4700 Keele Street | Toronoto | Ontario | CA | M3J 1P3 | ||||
| Tuyen Le | ||||||||||||
| 31 E Cullen Bldg | Houston | TX | 77204 | None | I | Scholarship | $3,456 | |||||
| Jezlyn Matlock | ||||||||||||
| PO Box 30016 | College Station | TX | 77842 | None | I | Scholarship | $760 | |||||
| Haley Nelson | ||||||||||||
| PO Box 270037 | Rochester | NY | 14627 | None | I | Scholarship | $1,500 | |||||
| Lance Parks | ||||||||||||
| PO Box 7758 UT Station | Austin | TX | 78713 | None | I | Scholarship | $3,147 | |||||
| Rylea Tipton | ||||||||||||
| PO Box 30016 | College Station | TX | 77842 | None | I | Scholarship | $1,500 | |||||
| Savannah Young | ||||||||||||
| PO Box 10183 | Beaumont | TX | 77710 | None | I | Scholarship | $1,382 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $311,916 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Lamar State College - Orange | |||||||
| 418 Green Ave | Orange | TX | 77630 | N/A | GOV | Scholarship administered by LSCO | $600,000 |
| Orange Co Comm Partners for Children | |||||||
| 4446 Gilbert Dr | Orange | TX | 77632 | N/A | PC | Funds to stock Rainbow Room | $5,000 |
| Orange Lions Club Charity Carnival | |||||||
| PO Box 1572 | Orange | TX | 77631 | N/A | PC | For maintenance of equipment used in charity carnival | $20,000 |
| Scholarship Awards | |||||||
| PO Drawer 909 | Orange | TX | 77631 | None | I | Scholarships | $136,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $761,568 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Educational programs | Desc |
| Related Or Exempt Function Incm | $11,000 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,211 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,835,702 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,550 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,524,284 | ExclusionAmt |
| Related Or Exempt Function Incm | -$1,607,819 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Passthrough K-1 income | 14 | $328,171 |
| Oil & gas royalties | 15 | $489,872 |
| Refunds/ins proceeds | 01 | $303,768 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,489,008 | ExclusionAmt |
| Related Or Exempt Function Incm | -$1,595,269 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,893,739 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1a | Both Shangri La Botanical Gardens and the Stark Museum of Art charge a materials fee for various educational workshops held throughout the year. These activities contribute importantly to the accomplishment of the Foundation's exempt educational purpose by stimulating and enhancing public awareness, interest, and appreciation for the varied educational programming offered by the Stark Cultural Venues. |
| 5b | Rental of space at Shangri La Botanical Gardens encourages visitors to become aware about environmental issues and good environmental stewardship. Rental of space at Stark Museum of Art allows visitors to experience the exhibits in a more intimate setting. |
| 8 | Disposal of assets used in charitable programs. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Koch Industries | ||||||
| 1 | PO Box 2256 | Wichita | KS | 67201 | $11,000 | Yes (X) |
| International Paper | ||||||
| 2 | 812 Owens Illinois Rd | Orange | TX | 77632 | $9,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Independent audit/tax services | CategoryTxt |
| Amt | $61,113 | Amt |
| Net Investment Income | $25,163 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25,163 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $35,950 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|
| Land | 2011-11-11 | $1,281,504 | L | $0 | $0 | $0 | ||
| Mineral interests | 2011-11-11 | $135,211 | L | $0 | $0 | $0 | ||
| Land | 2011-11-11 | $6,323,254 | L | $0 | $0 | $0 | ||
| Buildings | 2011-11-11 | $72,726,504 | SL | $2,797,196 | $0 | $0 | $34,284,168 | 25.000000000000 |
| Machinery and Equipment | 2011-11-11 | $7,235,463 | SL | $387,810 | $0 | $0 | $4,610,060 | 5.000000000000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Disposal of assets used in charitable programs | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $484,155 | GrossSalesPriceAmt |
| Basis | $2,091,974 | BasisAmt |
| Basis Method | Cost | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$1,607,819 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (6 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Controlled Entities | Form 990-PF, Part VII-A, Line 11 | The entity below is an investment fund and is not a business enterprise, per IRC 4943(d)(3)(B).GCM Galaxy, SPCP.O. Box 309 Ugland HouseGrand Cayman, KY1-1104, Cayman IslandsEIN 99-9999999Description of Transfer and Amount: The foundation received distributions from this investment fund of $3,450,969. |
| Summary of Direct Charitable Activities | Form 990-PF, Part VIII-A | THE PURPOSE OF THE STARK FOUNDATION The Nelda C. and H.J. Lutcher Stark Foundation is a private operating foundation established in 1961 to encourage and assist education and to improve and enrich the quality of life in Southeast Texas. The Stark Foundation carries out this mandate, in part, through the programs of the Stark Museum of Art, the W.H. Stark House, the Frances Ann Lutcher Theater for the Performing Arts, and the Shangri La Botanical Gardens and Nature Center. Through the operation of these venues, the Stark Foundation contributes historical, artistic, environmental, and cultural resources to the area and provides the community and region with opportunities for study and enjoyment of the arts, history, and nature.The Foundation seeks to encourage and assist education through grants and through the Miriam Lutcher Stark Contest in Reading and Declamation, a qualified scholarship program for public high school students in Orange County, Texas. The Foundation may also make grants for health and human services, arts and culture, and community enhancement. Location and Hours of Operation: The Stark Foundation office is located at 601 Green Avenue, Orange, Texas 77630. Hours of operation are Monday through Friday, 8 a.m.-5 p.m. The Foundation is closed on major holidays, including Christmas Eve day through New Year's Day. Stark Foundation Contact Information: The phone number is (409) 883-3513. The fax number is (409) 883-3530. The mailing address is P.O. Box 909, Orange TX 77631-0909. The website is www.starkfoundation.org.The email address is info@starkfoundation.org. FOUNDATION PROGRAMSSTARK CULTURAL VENUES:In January 2013, the Nelda C. and H.J. Lutcher Stark Foundation established a new Stark Cultural Venues ("SCV") brand identity, which formally tied together Shangri La Botanical Gardens and Nature Center, the Stark Museum of Art, and The W.H. Stark House. The reorganization established the Stark Art and History Venues ("A&H"), which combined operations of the Stark Museum of Art ("SMA"), The W.H. Stark House ("House"), the SMA Library ("Library"), and the Stark Foundation Archive ("Archive"). Additionally, this reorganization consolidated management of the A&H venues under one director.While the A&H Venue budgets and staff offices are tied to the specific venues (Museum, House, Library, and Archive), the staff was reorganized into five functional groups that connect across the venues: administration, curatorial, collections, exhibitions, and education. Free Admission to Stark Cultural Venues:General admissions to all Stark Cultural Venue programming are free and open to the public. Lutcher Theater Inc. charges admissions to its show program events. Some special programming may require a fee to offset special material and supply costs.All school groups receive free admission to the SCV. Lutcher Theater charges a nominal admission fee for school groups. Transportation for school groups to visit Stark Cultural Venues is generally reimbursed to encourage school visitation. Transportation to the Lutcher Theater for school groups is not reimbursed.Stark Cultural Venues are open to the public from Tuesday through Saturday from 9:00 AM to 5:00 PM. They are closed on major holidays, including Christmas Eve day through New Year's Day.See the 2022 Annual Reports for the Stark Art and History Venues, Frances Ann Lutcher Theater for the Performing Arts, and the Shangri La Botanical Gardens and Nature Center. STARK MUSEUM OF ART - Line 1 Operating Expenses: $3,680,945Capital Expenditures: $86,525Total Program Expenditures: $3,767,470Employees: 16 Full-time, 10 Part-time, and 2 Volunteers The Stark Museum of Art ("SMA") opened to the public in November 1978 with the expressed objective of preserving and displaying the art collection of the Nelda C. and H.J. Lutcher Stark Foundation for the benefit of the public. The Museum's permanent collection consists of Art of the American West 1830-1950 (paintings, sculptures, drawings, and prints), Native American artifacts, Steuben crystal, rare books and manuscripts, and porcelain birds by Edward Marshall Boehm and Dorothy Doughty. Almost 20,000 square feet of the Museum is dedicated to exhibitions including 4,000 square feet of gallery space devoted to temporary exhibits on changing themes. The Foundation continues to add to the collection by acquiring works of art that complement and enhance the permanent collection. Statement of Purpose: In support of the mission of the Nelda C. and H.J. Lutcher Stark Foundation, the Stark Museum of Art preserves a significant collection of paintings, sculptures, books, prints, and artifacts with an emphasis on the art of the American West. The Museum strives to educate, enrich, and inspire area students and the broader community through interpretive and educational exhibitions, interactive programming, art making experiences, lectures, and publications. Additionally, the SMA makes research accessible and supports scholarship relating to the study of art, encourages creativity, helps develop a deeper understanding and enjoyment of art, fosters an appreciation for its preservation, and provides a meaningful connection between the past and the present. Admissions and Tour Information: General Admissions and tours are free and open to the public. Guided tours for students and adults and studio art experiences are available with pre-registration. Location and Hours of Operation: The Stark Museum of Art is located at 712 Green Avenue, Orange, Texas 77630. Hours of operation are Tuesday through Saturday, 9 a.m.-5 p.m. The Museum is closed on major holidays, including Christmas Eve day through New Year's Day. Stark Museum of Art Contact Information: The phone number is (409) 886-2787. The fax number is (409) 883-6361. The mailing address is P.O. Box 909, Orange TX 77631-0909. The website is www.starkmuseum.org. The email address is info@starkmuseum.org. THE W.H. STARK HOUSE - Line 2 Operating Expenses: $1,214,143Capital Expenditures: $807,537Total Program Expenditures: $2,021,680Employees: 2 Full-time and 14 Volunteers The W.H. Stark House ("House") is the 1894 Victorian home of Miriam and William H. Stark that has been restored to the 1920s time period. It contains more than 11,000 decorative objects and artifacts, original to the family, which are exhibited in 15 room settings in this historic house and in the Carriage House exhibition spaces. In 1976, The W.H. Stark House was designated as a recorded Texas Historical Landmark and was entered in the National Register of Historic Places. Carriage House of the W.H. Stark House: The first floor of the Carriage House, where the House tour begins, contains, among other family items, a 1908 Hupmobile in pristine condition. On the second floor, visitors will find an extensive collection of "American Brilliant Cut Glass" from the period 1880-1915. Other items include a collection of elaborately carved ivory from the Orient and many decorative objects owned by the W.H. Stark family from the 1800's to the early 1900's.Statement of Purpose: In support of the mission of the Nelda C. and H.J. Lutcher Stark Foundation, The W.H. Stark House ("House") preserves and exhibits its structures, grounds, and collections in order to interpret the historical role of the W.H. Stark family in the history of Southeast Texas and the greater Gulf region. The House strives to educate, enrich, and inspire our visitors and the broader community by helping develop a deeper understanding and enjoyment of history, by encouraging an appreciation for its preservation, and by providing a meaningful connection between the past and the present. Admissions and Tour Information: General Admissions and tours are free and open to the public. The House will reopen for tours in late November 2019 after a major water leak in late 2018 caused significant damage to the interior. The public is encouraged to book their tour reservations online. Location and Hours of Operation:Both The W.H. Stark House and the associated Carriage House are located at 610 Main in historic downtown Orange, Texas. Beginning in 2020, the House plans to be open the second Friday and Saturday of each month. The website will list specific days the House is open for tours and the available time slots for each day. In addition to the open tour dates, the House plans to host a variety of specialty tours and programs that feature the Lutcher and Stark families and area history. Hours of operation are from 9 a.m.-5 p.m. Guided tours of the House are available for ages 6 and up. One adult is required for every two children ages 6 12. The last tour begins at 4:00 p.m. The public is encouraged to book all tours online. The House is closed on major holidays, including Christmas Eve day through New Year's Day. Additional information is available by calling (409) 883-0871. Small drop by groups are always welcome. The W.H. Stark House Contact Information: The phone number is (409) 883-0871. The fax number is (409) 886-4697.The mailing address is P.O. Box 909, Orange TX 77631-0909. The website is www.whstarkhouse.org. The email address is info@whstarkhouse.o |
| Direct Charitable Activities | Form 990-PF, Part VIII-A, Line 1 | STARK ART & HISTORY VENUES 2022 IMPACT REPORT INTRO This report highlights Stark Art & History Venue (A & H) activities from January December 2022. Details about each of the venues (Stark Museum of Art, The W.H. Stark House, Eunice R. Benckenstein Library & Archive) are organized into 3 sections: Attendance, Programming, General Operations. A &H staff continue to frame our work around 3 priorities: Center Community, Inspire Curiosity, Champion Multiple Perspectives. This work is ongoing and benefits greatly from discussion and input from the A & H Community Advisory Council and program attendees. It is a privilege to lead such a dynamic, creative, passionate, and hardworking team. As detailed in the following pages, staff continue to develop high caliber programs, exhibitions, and events and do equally high caliber work behind the scenes to support those efforts and care for the collections entrusted to our stewardship. The end of the report includes a section on staff happenings. The response from A & H visitors and participants continues to be positive, including comments like: General visitors to Museum - "This is one exceptional museum. I tell all my Houston friends about it." - "The special exhibit [Enlarging the View] was particularly well done." - "Still a gem. Every exhibit was wonderful." - "This is the most underrated museum in American. The collections cannot be beat." - "This was fabulous. Fabulous." - "This Museum is on par with any museum of Western Art that I have ever seen." - "Beautiful. Impressive. The weaving is incredible. We will be back." Museum Program Participants - CREATE! Workshop: Glazing Pottery "Thank you for everything! It was great!" - CREATE! Workshop: Gelli Plate Printing "Everything about this workshop was excellent the instructor, the supplies very creative and fun!" - CREATE! Workshop: Watercolor Flower "It was inspiring and "Top notch instruction" - Adult Studio Workshop: Gelli Plate Printmaking "The class was very fun and "She [the instructor] made this easy and fun" - CREATE! Workshop Bridge City Middle School Onsite Field Trip "This a great opportunity for my students to get to work with a material that they would not otherwise be able to work with" - Hope Homeschool Co-Op Onsite Field Trip "It provided a wonderful opportunity to enjoy & experience a wonderful resource within our community" - Little Cypress Elementary Onsite Field Trip "We love the Stark Museum because it is local and they provide great programs for students of all ages" - Art Quest: Art That Moves Camp (1st-2nd Grade) "This camp is beyond! My son has loved every minute of it. It has unlocked a creativity in him that I didn't know he had." - Art Quest: Kindercamp (Kindergarten) "My daughter came home every day telling how much she loved everything. I loved that she got to interact with other kids her age as well as learning different art techniques." - Art Quest: Recycle, Renew Reimagine Camp (3rd-4th Grade) "I believe that the ArtQuest camp was a very valuable experience for my child. He comes home each day excited about what is creating and he looks forward to returning each day. He is now looking for things around our home that he can recycle into art projects." - Art Quest: Glow Up Camp (5th-6th Grade) "The camp was a wonderfully valuable experience. We are fortunate to have a place with professional artists teaching kids art techniques. She learned new things from the museum and then was able to use that knowledge to create her own artwork, and "My child was eager to attend art camp and that says a lot. When I picked her up she couldn't stop sharing all the things they had learned. As an educator myself I know child was engaged and excited the whole time. - Engagement=learning Beginners Pottery Wheel Teacher Workshop "Can't wait to do it again and "will do again" - Gelli Plate Printing Teacher Workshop "Amazing staff. Loved it all. The best workshops I have ever attended," "Thank you so much. This was great!!! and "Another great workshop! Love the stark and PD [professional development] at the museum!" House Program Participants - WHSH Summer Open House "Excellently planned [event], well informed personnel", "loved the tour very knowledgeable guides." - WHSH Behind the Scenes Experience "We had a great time. Everytime I'm at your site I learn something new." - Summer Reading Festival "Best Day Ever!" "I got an awesome book!" - Hands-on History "We enjoyed it as always! Y'all do an excellent job." - Stark Family Christmas Open House "The whole experience was gorgeous." STARK MUSEUM OF ART ATTENDANCE The Stark Museum of Art had over 114,000 people attend both on-site and off-site activities as well as access virtual content. From January December 2022, the Museum had 2562 walk-in visitors. On average approximately 54% of visitors each month are first time visitors. During 2022 the Museum hosted visitors from 36 states and 13 foreign countries, including: Honduras, Ukraine, France, Malaysia, Germany, Italy Kazakhstan, Russia, and Japan. A variety of options are available to walk in visitors to enhance their visit. These include: scavenger hunts, audio tours, Spotify SMA Playlists, videos, and reading areas. Programming School - 25,654 attendees - Virtual (20,325): including virtual field trips, Mural@Home, on-line student art exhibitions - Onsite (3,378): relaunched on site programs in February 2022, including student field trips and educator professional development, serving students from Pre-K-College, and filled 97 of 104 available onsite field trip dates offered in 2022 - Outreach (1,951): Students submitting entries for Annual Juried Student Art Exhibition, Creativity kits for students participating in summer feeding or enrichment programs and relaunched Mural outreach program in Fall 2022 Public Programs - 3,327 attendees - Virtual (89): Lunch & Look programs (registrations only) - Onsite (1,926): including CREATE! workshops, Juried Art Reception 4 weeks of Art Quest Summer Camp, Adult Studio Workshops, Date Night @ the Museum, A Noble Pastime Opening Reception - Outreach (1,312): including Summer Library Program kits, Boys & Girls Club, SMA kits @ WHSH summer reading festival Other - 78,129 attendees - #MakeArtMonday (23,392): weekly education content highlighting make-at-home art projects related to the collection or spotlighting art made during programs at Stark Museum of Art - #MeditationMoments (3,130): monthly slow looking program that encourages online participants to look closely at works of art and take time for mental well-being - #ArtFindFriday (43,881): weekly curatorial spotlight on works of art from the collection - Teacher Appreciation Day (3,170): annual online program recognizing local educators making a difference in students' lives - Lunch & Look @ Home Program (post-program views) (117): quarterly programming offering scholarly slide-presentations on content related to the collection ADDITIONAL MUSEUM PROGRAMMING & PROJECTS - Produced six interpretive audio tour stops in collaboration with Curatorial department for A Noble Pastime: Hunting Pictures from the Sarah Campbell Blaffer Foundation - Developed and implemented The Great Scavenger Hunt interactive including a fourteen-foot vinyl reproduction and 8.5" x 11" handout that encouraged slower and closer looking at a work of art featured in A Noble Pastime: Hunting Pictures from the Sarah Campbell Blaffer Foundation - Produced two interpretive audio interviews of featured artists for exhibition: Enlarging the View: Contemporary Photographs & Connections - Developed and installed two K-12 student art exhibitions: ART: It's Elementary for K-3rd grade students on view January 8 February 26, 2022 and JUXTAPOSED: 2022 Juried Student Art Exhibition for 4th-12th grade students on view March 16 May 14, 2022 - Launched College Juried Art Exhibition on October 6, 2022 January 7, 2023, with eight participants from Lamar University and McNeese State University and secured donations of $500 in Blick Art Materials Gift Certificates for winners - Teaching Artist created 4 new coloring sheets for the Stark Cultural Venue Coloring Book - Planned and installed Welcome to Color: SCV Coloring Book Exhibition featuring prints from the SCV coloring book, as well as framed colored prints created by Summer Art Quest students in 1st-2nd and 5th-6th grades - Developed and implemented strategy for formative evaluation for upcoming exhibitions in 2023 and 2024 - Wrote, designed, and published a 40-page school program catalog to promote program offerings - Developed and wrote eight new curriculum-based onsite field trip programs and trained education staff to lead and facilitate - Developed, filmed, and produced eleven new virtual field trip programs - Developed, filmed, and produced one new Mural @ Home program - Developed and wrote curriculum to facilitate Mural Outreach program in conjunction with The Art of Edgewater Tapestry Looms exhibition - Relaunched Famil |
| Direct Charitable Activities | Form 990-PF, Part VIII-A, Line 2 | THE W.H. STARK HOUSE, INCLUDING STARK READING CONTESTATTENDANCEThe W.H. Stark House had a total of 8,056 people attend both on-site and off-site activities, as well as access virtual content. Staff had hoped to officially re-open the WHSH in January. However, the exterior painting project and reroofing project extended into the Spring. The first official program under the new operating model was a Summer Open House in early June. ProgrammingSchool - 557 attendees- Onsite (125): attendance at the Stark Reading Contest County Final - Outreach (432): includes attendance at Stark Reading Contest School Finals in the spring and entries for the 2022 2023 Contest in the fall, as well as Orange as a Final Frontier" History Kits distributed to LCM High School students Public Programs - 1,290 attendees - Onsite (608): including Open Houses, Summer Reading Festival, Book Club, Hands-On History, Behind the Scenes: A Guided Preservation Experience, CREATE! Workshops with the Stark Museum of Art, and Pre-Show Talks with the Lutcher Theater - Virtual (199): website visits of virtual content for Season's Greetings: Scenes from Stark Family Life (an exterior photograph display along the WHSH fence line) - Outreach (483): including STEAM Kit Pick Ups, Boys & Girls Club Summer Reading Kits, and Corn Husk Doll Activity Packs distributed at the City of Orange's Orangetober Event Other - 6,183 attendees- Facebook (6,183): online interpretive posts that highlight Lutcher & Stark family history, spotlight collection objects, share archive finds, or connect to the history of greater Orange 118th Miriam Lutcher Stark Contest in Reading and Declamation (SRC) - The Stark Reading Contest is the signature educational program offered by The W.H. Stark House. Each year $50,000 in scholarship funds are awarded to Orange County High School Students- The SRC coordinator (retitled: Director, WHSH Education & Engagement) works with a SRC director at each of the five Orange County Public High School - More than 115 students participated in the school levels of the 2021-2022 school year contest - In response to reduced COVID restrictions, the SRC County Final was live at the Lutcher Theater for the first time in 2 years. Ten students who had previously won first place at the various local level competitions competed in the categories of Declamation and Interpretive Reading. - Vidor High School's Ashley Callahan won 1st place in Declamation and Triston Tinkle of Vidor won 1st place in Interpretive Reading. - Orangefield High School's Sadie Prouse won 2nd place in Declamation and Shelby Easton won 2nd place in Interpretive Reading. GENERAL OPERATIONSNew Operating Model - The W.H. Stark House tour model had been in place since the House opened for tours in 1981. The new model shifts the focus from a 45-minute guided tour program to a more dynamic and holistic model based on monthly programs and events. - Staff proceeded with a soft launch of the new programming model in January as WHSH exterior painting and roofing projects were in process. - The new model was presented to the Board at February 24, 2022 meeting. Board members enthusiastically endorsed the approach (previously endorsed by Foundation management in late 2021). - This operating model utilizes community volunteers to help facilitate the programs. In June, August, and December members of the A & H Community Advisory Council helped facilitate Open House Events. In June students from the West Orange High School Theater Department (some also participate in the SRC) dressed as characters from Midsommer Night's Dream and helped facilitate activities for the WHSH Summer Reading Festival. WHSH volunteers and Rotary Volunteers were also on hand to help support WHSH Programs. - WHSH staff job descriptions were reviewed and amended and offices and non-collections storage were reconfigured to support this model. Research and other WHSH related projects- In advance of sale, documented the Front Street building with photos, 360 filming, interview with Walter G. Riedel and took photos of the Baptist Church building. - Conducted research in the ERB Library & Archive and WHSH House collections to support program efforts including documents tied to family travel and Orange military history. - Updated restoration and preservation history of WHSH property to ensure it is current through mid-year 2022. - Worked with Library & Records Manager to review and outline best way to consolidate wide variety of research materials and documentation about WHSH and other Foundation owned structures. - Began exploring collaborative program opportunities with the creators of Bridge City's STEM Bus. The STEM Bus will feature mobile labs and experiments for all age groups at events throughout the community and is set for completion in Spring 2023. The W.H. Stark House will collaborate with Bridge City high school students and instructors to create labs based on the area's lumber history as well as early technology and craftsmanship featured in The W.H. Stark House. Collections - Exterior Preservation Projects The scaffolding remained around The W.H. Stark House into the Spring as the exterior painting and roofing projects continued. Painters from Lansdale Painting and Wall Covering in Buna completed most of the painting prior to removal of the damaged roof and installation of the new roof by Hampshire Roofing Company of Lumberton. After the roof installation was completed, painters did final touch up around the exterior and painted the porches of the House. In addition, the painters repainted the exterior of the Carriage House. - Photography: Tom DuBrock, Museum of Fine Arts, Houston photographer In June, photographed fourteen (14) objects at the House including wall fabric and other architectural details In November, photographed (3) objects from the WHSH collection. Hurricane Prep Annual hurricane season photos were taken by the Registration Assistant and CPO of all interior and exterior spaces of WHSH property - Physical Care of the Collections In the interest of bettering the care of the Stark House collections, Exhibitions and Collections staff identified several locations in the Stark House that are currently used as collections storage but should not be used as collections storage. They prioritized the Guest Bedroom Bathroom and the Guest Bedroom Closet. The Director, Exhibitions & Collections, and the Exhibitions & Collections Assistant packed objects in boxes while the Registrar and Registration Assistant checked already packed boxes and transferred these boxes to the museum in several trips over the course of about six months. Overall seven hundred fifty-two (752) objects were moved out of the Guest Bedroom Bathroom and Closet and to SMA Art Storage. - Acquisitions/Accessions No objects were acquired for or accessioned to the WHSH Collection in 2022. - Spot Audits/Inventory As noted in the Museum section collections and accounting staff undertook an SMA full building inventory. In addition to SMA collections storage, the Museum houses WHSH collections storage which was reviewed as part of this inventory project. Spot Audits were conducted at the House in June and in November as part of regular collections care protocol. - Southeast Texas Storm Season o Annually staff update the Hurricane Preparedness and Recovery document in May and review and restock preparedness supplies. 2022 was a calm storm season for this region and did not necessitate any major object movements. - Additional Exhibitions and Collections Projects 2019 inventory follow up continued. On December 20, 2022, the final OD items from the 2019 WHSH Inventory were cataloged and photographed, such that all of the over 1,250 OD objects from the 2019 WHSH Inventory have been cataloged and photographed. As part of this follow-up, eleven (11) object records were moved to the Deleted department as the records were created either in error, did not represent a physical object, or were duplicate records for objects in the permanent collection. Three (3) additional object records were deleted as the objects were purchased for the House as exhibition props. These objects have been tagged as such to avoid this problem in the future. One (1) object record was flagged as missing. Of the items noted as Missing during the 2019 WHSH Inventory, two of these items were located during the 2022 SMA Inventory. EUNICE R. BENCKENSTEIN LIBRARY & ARCHIVE Attendance/Use - Handled a total of 689 inquires in 2022. Queries break down includes 104 requests for library material, 174 requests for archive materials, 404 functional entries (these have to do with the operation of the L&A vs more traditional requests), 7 others. 238 requests were internal, 44 from external users including 35 from within the city of Orange, 9 from Orange County, 25 from Texas outside of Orange County, and 24 from outside of Texas, 27 Unknown. o 71 items were loaned out of the library. This does not include items that were used in the library but not checked out. Sunset Grove Golf Club is planning a mural for its 100th anniversary and requested historical data from the Libr |
| Direct Charitable Activities | Form 990-PF, Part VIII-A, Line 3 | LUTCHER THEATER 2022 ANNUAL REPORT Lutcher Theater Inc. is committed to presenting professional entertainment for the enlightenment and cultural growth of people living in Southeast Texas and Southwest Louisiana and to better their quality of life and knowledge of the arts and humanities. ATTENDANCE 2022 encompasses the second half of the 2021-2022 Season and the first half of the 2022-2023 Season. The following is a summary of the events the Lutcher offered in 2022, number of tickets sold for each event and correlating ticket revenue. - 2021-2022 Season CeCe Winans (Tickets Sold: 1,458 - $73,020)Freedom Riders (Tickets Sold: 1,191 - $6,015)Macbeth (Tickets Sold: 1,053 - $15,795)Fiddler on the Roof (Tickets Sold: 1,362 - $94,551)Paddington Gets in a Jam (Tickets Sold: 2,629 - $13,440)An Officer and a Gentleman (Tickets Sold: 962 - $63,831)South Pacific (Tickets Sold:1,174 - $76,830)Charlie and the Chocolate Factory (Tickets Sold: 1,089 - $80,015)Waitress (Tickets Sold: 1,137 - $84,892)Beautiful The Carole King Musical Canceled by company due to cast COVID outbreak - 2022-2023 Season R.E.S.P.E.C.T. (Tickets Sold: 1,064 - $59,410)Blue Man Group (Tickets Sold: 1,412 - $105,130)Peter Rabbit Tales (Tickets Sold: 2,507 - $12,698)Rudolph the Red-Nosed Reindeer (Tickets Sold: 1,616 - $85,315)Million Dollar Quartet Christmas (Tickets Sold: 1,195 - $67,325)My Fair Lady (Tickets Sold: 1,330 - $104,880) PROGRAMMING (2021-2022 Season) - Main Series CeCe Winans Saturday, January 22, 2022Fiddler on the Roof Sunday, March 6, 2022An Officer And A Gentleman Sunday, March 27, 2022South Pacific Sunday, April 10, 2022Charlie & The Chocolate Factory Monday, April 18, 2022 Waitress Thursday, May 5, 2022BEAUTIFUL The Carole King Musical Tuesday, May 31, 2022 (Canceled due to cast COVID outbreak) - Lutcher Incredible Kids Events Series Freedom Riders Tuesday, January 25, 2022; Grades: 3RD-8THCurriculum Connections: Civil Rights, American History, Music Macbeth Thursday, February 17, 2022; Grades: 9TH-12THCurriculum Connections: Literature, Theater Paddington Gets in a Jam Thursday, March 10, 2022; Grades: PreK-3RDCurriculum Connections: Reading Skills & Comprehension, Writing & Storytelling, Vocabulary, Problem Solving, Creativity & Imagination, Arts & Crafts, Geography PROGRAMMING (2022-2023 Season) - Main Series R.E.S.P.E.C.T Saturday, October 22, 2022Blue Man Group Sunday, October 30, 2022Rudolph the Red-Nosed Reindeer Saturday, November 19, 2022Million Dollar Quartet Christmas Tuesday, November 29, 2022My Fair Lady Monday, December 5, 2022 - Lutcher Incredible Kids Events Series Peter Rabbit Tales Friday, November 11, 2022; Grades: PreK-4thCurriculum Connections: Literature, Visual Arts and Drawing, Performing Arts, Language Arts COMMUNITY CONNECTIONS In addition to presenting a series of performing arts events for adults and children, the Lutcher team also executes a series of initiatives designed to connect with and serve the community. - Lifeshare Blood Drive The Lutcher was proud to partner once again with Lifeshare Blood Centers for an annual blood drive on April 12, 2022. - Summer Reading Program Partnership In partnership with The W.H. Stark House Summer Reading Program, the Lutcher team created a "Page to Stage" theater and activity kit for families. Complete with education on characterization, set creation and puppet play crafts, the kit is a guide for a hands-on group theatrical play, for home, or with friends. This year, students read William Shakespeare's A Midsummer Night's Dream. - Pre-show Talks - Collaborations with The W.H. Stark House The Lutcher Marketing Team worked with historians at The W.H. Stark House to offer extra experiences for Lutcher patrons attending An Officer and a Gentleman and Charlie and the Chocolate Factory. They presented interesting and informative pre-show talks, based on topics relative to both the shows, and Stark family history. - Rotary Presentations Each year, the Executive Director and members of the Lutcher Marketing Team visit the area Rotary Clubs and make presentations promoting the Lutcher and the new season events. In 2022, the team presented presentations at Rotary Clubs in Lake Charles, Port Neches, Nederland, Vidor, Orange, Port Arthur, Bridge City, Orangefield and Sulphur. - Beaumont ISD Back to School Fair Members of the Marketing Team participated in the Beaumont ISD Back-to-School Fair on August 4-5, 2022. The team made presentations to BISD educators about the 2022-23 Lutcher Incredible Kids Events. - Little Cypress Mauriceville CISD Administration Presentation The Marketing Team met with members of LCM administration promoting Lutcher Incredible Kids Events and the upcoming season. - Next Generation Orange County The Lutcher staff hosted the October meeting of Next Generation Orange County, an organization affiliated with the Orange, Texas Chamber of Commerce, created for the professional development and networking of young professionals. Participants heard about Lutcher Theater operations and programming and took a tour of the theater. - Christus Live Well Expo This fall, the Marketing Team hosted a booth at the Christus Live Well Expo held in Lake Charles, Louisiana. This event allowed the team the opportunities to promote the season and meet prospective patrons and sponsors from Southwest Louisiana. - Annual PJ and Blanket Drive In conjunction with the holiday season and Lutcher shows, Rudolph the Red-Nosed Reindeer, Million Dollar Quartet Christmas and My Fair Lady, the Lutcher collected pajamas and blankets that were donated to the Orange Chapter of the Salvation Army. The pajamas and blankets were distributed to children in need residing in the Orange community. - Service League of Orange Toy Coffee The Lutcher team supported and donated to the annual Service League of Orange toy drive. LT Marketing Manager volunteered his time and greeted the guests as the Grinch. - Networking Meetings Chambers of Commerce - The Marketing Team consistently attends monthly networking events hosted by area chambers of commerce. Chambers include Orange, Bridge City, Vidor, Port Neches, Nederland, Beaumont, Southwest Louisiana. START (Southeast Texas Area Regional Tourism) - The Marketing Team meets with this organization quarterly for networking and event promotion. Press Club of Southeast Texas - The Marketing Team consistently attends monthly meetings for networking and event promotion. The Lutcher's Marketing Manager has recently been appointed to their board of directors. GENERAL OPERATIONSAs the prominent presenter of Broadway for Southeast Texas and Southwest Louisiana, the Lutcher team works year-round to implement seasons of incredible events from year to year. The planning and booking of an upcoming season begins in the fall of a current season. The marketing and box office teams prepare all materials, systems and processes to sell tickets for the next season by early summer. Season tickets go on sale in June and single tickets go on sale in August with the season typically opening with events in October, at which point, the process begins again. The staff consists of the following positions:- Lutcher Theater StaffExecutive Director Director of Operations Technical Director Box Office/House Manager Marketing Manager/Video & Web Coordinator Marketing/Public Relations Associate Social Media Manager Administrative/Box Office Assistant - Lutcher Theater Board of DirectorsThe Lutcher Theater Board of Directors meets monthly, ten times per year and reviews Lutcher Theater financial reports, programming and operations. The Board consists of the following:President Chair Vice Chair Secretary/Treasurer Directors - Lutcher Theater Service GuildThe Lutcher Theater Service Guild is comprised of volunteers dedicated to supporting the mission of the Lutcher Theater. Their goal is to serve as a supplementary resource to the Lutcher Theater staff in order to provide a world-class experience for all patrons. Lutcher volunteers fulfill roles on the following committees: Administration, Audience Development, Hospitality, Membership, Patron Services and Sets, Lights and Props. On May 2, 2022, the Lutcher hosted the Service Guild Annual Installation of Officers Meeting and Dinner on the 3rd Floor Lobby of the theater. This year, the theme was "Fiesta!" complete with decorations, fajitas and all the fixings. On October 4, 2022, the Lutcher held the annual Service Guild Membership Drive at the Lutcher Theater. Returning members completed registration for the new season and 15 new members joined the ranks! The Guild finished the year and celebrated the holidays with a meeting at The Garden District on December 8, 2022. |
| Direct Charitable Activities | Form 990-PF, Part VIII-A, Line 3 | 2022 SHANGRI LA BOTANICAL GARDENS AND NATURE CENTER ANNUAL REPORT INTRODUCTION In late April 2022, Angela "Angie" Mason joined the team as the Executive Director bringing 20 years of public garden experience to Shangri La. A new perspective brought many changes with many more to come. The year started with imagining Ruby Lake Island, bringing Holiday Magic and Free State Cellars to our Christmas Strolls, restructuring teams and building a grounds crew. The goal of all of the changes was to elevate the guest experience when visiting Shangri La for school programs, general visitation and special events.We are pleased to present the 2022 Annual Report for Shangri La Gardens and Nature Center. The report highlights some of the accomplishments of the year and the hard work and dedication of our staff. The garden welcomed 75,137 guests this year through onsite programming, special events and the new and improved Christmas Strolls. HORTICULTURE and GROUNDS We began 2022 with our first hard freeze of the season right after New Year's Day. Frost tender perennials were pruned back to encourage new growth in the spring following a winter dormancy period. We mulched heavily and covered the more sensitive subtropical plants when temperatures continued to dip below freezing. Late winter is a great time of year to view camellias and bulbs blooming throughout the garden.As temperatures warm, azaleas, magnolias, and irises burst into bloom to herald the spring. Spring maintenance includes shearing hollies, trimming back aquatic plants, weeding, and changing out annuals. Winter annuals are removed to make room for new bedding that will grow and bloom until September.As we transitioned into summer, we had no lack of weather-related challenges as a heat wave and drought set in. The hardworking garden team made sure the plantings were getting enough water via irrigation and hand watering. Mid to late summer garden maintenance includes trimming perennials to encourage more growth and flowers into the fall. This also includes pruning the suckers and non-flowering shoots from the azaleas. This type of pruning produces branches that are sturdier and more vigorous for next spring's blooms.Preparing for fall planting begins in late August. With Scarecrow Festival starting in October, we get the garden ready with new annuals and nearly 5,000 pumpkins and gourds. With the unseasonably warm autumn, many of the winter crops for the last annual bedding change of the year were finishing ahead of schedule. We also assisted in readying spaces in the garden for Christmas Strolls, Community Decorate-a-Tree, the Volunteer Christmas Party, as well as decorating the Exhibition Greenhouses with colorful poinsettias.By the end of the year, the gardening team had planted 37,414 annual plants for displays throughout the garden. 2022 Garden Renovations - Exhibition Greenhouses RenovationFollowing the 2021 Christmas Strolls, the greenhouses closed to begin the first phase of renovation. Large plants and vines in the Display Greenhouse were given a much-needed trim and new colorful and unique plants were added to the beds that flank the fountains. New aquatic plants were added to the water features.The Epiphyte House required much more effort due to the decaying cypress tree armatures that began to disturb displays and pose safety hazards. Trees were reused and repositioned, where possible, and the ground layer planting utilized some existing original plantings accented with more colorful bromeliads, ferns, tropicals, and orchids. The greenhouses reopened in early spring on April 1st. With the hiring of our new Horticulturist, plantings have continued to evolve with many rare and unusual tropicals on showcase.- Bog GardenAn existing bed at the Pond of the Blue Moon was renovated into a bog garden. This area is perfect for moisture- loving plants such as Cardinal Flower (Lobelia cardinalis), Neches River Rosemallow (Hibiscus dasycalyx), White Rain Lilies (Zephyranthes candida), Creeping Jenny (Lysimachia congestiflora), and various carnivorous Pitcher Plant hybrids (Sarracenia hybrids). We also took the opportunity to showcase a few small pieces from Lutcher Stark's petrified wood collection in this space. More plants, including more carnivorous plants, are slated to be added to the space in the Spring of 2023.- Entrance LandscapeAs part of improving the visitor experience, especially upon entering the garden from the pedestrian crosswalk, the first phase of renovation took place in the early fall. A thicket of Yaupon (Ilex vomitoria) and some invasive trees and shrubs were removed for a much cleaner look. We look forward to adding colorful shrubs, trees, and natives in future months.- Ruby Lake Improvement projectIn May of 2022, it was decided we would build an island and plant large cypress trees instead of going the route of fiberglass nesting structures. A 300' x 40' island was created in June by bringing in over 1200 loads of clay. The island was topped off with muck from Ruby Lake and then tarped to solarize the soil. This project includes improvements to the water quality in Ruby Lake, Duck Pond and Pond of the Blue Moon. We started with removing over 10 truckloads of pond weeds from Beaver Pond, Duck Pond and Ruby Lake, then applied microbes and other beneficial amendments to the water to break down a 4' layer of muck, in addition we added new diffusers to increase oxygen. In November, 16 - 30' tall Cypress were planted. More understory plantings will happen in 2023. The hope is to re-establish nesting areas for the many migratory birds that visit Shangri La. The Bird Blind was also cleaned up and allows for better viewing of Ruby Lake. Plantings around the Bird Blind will be reminiscent of Lutcher Stark's favorite plants. This will tie in to future garden renovations and expansions. While building the island, space was cleared along one of the original shell roads to make way for the future "Heritage Trail". Soil amendments are being applied now in prep for expanded plantings near the Duck Pond. While doing the prep work for the island, staff discovered the burial site for one of Homer's dogs "Brandy". Production Greenhouse The Production Greenhouse Team had a busy year growing seeds and plugs for the seasonal annual changes. The team of three staff members grew 90% of the bedding plants utilized in warm season, fall, and winter landscapes with translates to over 65,413 plants. These plants can be seen at the Shangri La and Downtown landscapes, used in workshops, and given away for special events. The Production Greenhouse Manager designs the container arrangements seen at Shangri La Gardens and the team assembles those displays which are then moved into place in the gardens with each annual bedding plant change. The team also maintains our special collections of heirloom orchids, bromeliads, and tropical plants, including our collections of Corpse Flowers (Amorphophallus titanum), when these plants are not on display at Shangri La Gardens. Grounds In August of 2022, a grounds crew was added and all mowing and maintenance is now done internally. A crew of 5 and a foreman now manage all that was formally outsourced. This will result in approximately $200k savings each year beginning in 2023. The grounds team has been busy prepping areas for renovation in 2023. GENERAL VISITATION AND SPECIAL EVENTS A quick review of January 1 to December 21, 2022 shows that Shangri La Gardens recorded 26,763 general garden and group tour visitors. The Garden Club of Houston chartered a bus on March 30th as a special excursion for their founder Nancy Thomas. In celebration of National Public Gardens Week, Shangri La Gardens participated in this year's Go Public Gardens Days and held a special plant giveaway for visitors who strolled the gardens from May 10th through May 14th. Hundreds of beautiful coleus, pentas, and veggie plants found new homes with happy and excited individuals and families.- Crescent Moon Concessions July 2022 the Crescent Moon Concessions opened, this is a new self-serve, cashless experience. Now the indoor caf space is available once again for visitors so that they have a place to cool off and relax with their favorite snack and beverage! - 27th Annual Community Trash-Off Community Trash-Off was held in close collaboration with the City of Orange in late February. Approximately 352 community members came out to help pick up trash. Over 90 cubic yards of trash (16,000 pounds) was collected. INVISTA was, for the eighth year, the presenting sponsor for the Community Trash-Off. - Eco-Fest and Butterfly Release In 2022, the Shangri La Gardens Eco-Fest was a way to acknowledge and celebrate Earth Day. This multiday family-friendly event featured engaging activities, as well as three butterfly release opportunities. Hands-on activities were designed to raise awareness of local wildlife and promote sustainable practices while engaging families in safe outdoor experiential learning opportunities. Multiple vendors represented local businesses selling items ranging from plants, to artwork, to sweet treats and more. Guests were gifted a low maintenance pollinator- friendly starter plant to create their own 'butterfly garden' at their home, as well as an accompanying informational care sheet highlighting the importance of pollinator plants. 2,789 guests attended this Entergy sponsored event. - Autumn Fair and Scarecrow Festival The 2022 Autum |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 28,000 shs iShares 7-10 Year Treas Bond ETF | $2,690,315 | $2,681,840 |
| 63,500 shs iShares Iboxx $ Invt G Co Bond ETF | $7,469,290 | $6,694,805 |
| 240,300 shs iShares Core US Agg Bond ETF | $26,692,501 | $23,306,697 |
| 34,000 shs iShares MBS ETF | $3,275,439 | $3,153,500 |
| 1,887,596 shs Doubleline Core Fixed Inc Fd | $16,591,968 | $16,554,216 |
| 409,471 shs PGIM ST Corp Bond Cls Z | $4,200,000 | $4,164,321 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (112 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10,165 shs Absolute Software Co | $110,298 | $106,123 |
| 11,953 shs Air Trans Svcs Group Inc | $284,746 | $310,539 |
| 19,980 shs Akoya Biosciences Inc | $223,935 | $191,209 |
| 5,537 shs Allstate Corp | $767,009 | $744,492 |
| 10,213 shs Alpha & Omega Semiconductor | $179,423 | $291,785 |
| 13,967 shs Alpine Income Ppty | $236,801 | $266,490 |
| 13,557 shs Altria Group Inc | $694,504 | $619,691 |
| 48,000 shs Amplify Cwp Enhanced Divid | $1,718,477 | $1,721,280 |
| 3,708 shs AZZ Inc | $132,896 | $149,062 |
| 16,764 shs Babcock and Silcox Enterprises | $133,209 | $96,728 |
| 14,543 shs Banco Latinoamericano de CE | $213,287 | $235,597 |
| 17,109 shs BCE Inc New CAD | $870,415 | $751,941 |
| 46,720 shs Benson Hill Inc | $183,456 | $119,136 |
| 6,796 shs Berkshire Hathaway Inc | $2,071,440 | $2,099,284 |
| 22,719 shs Bioceres Crop Solutions Corp | $304,452 | $273,310 |
| 11,730 shs Biolife Solutions Inc | $185,932 | $213,486 |
| 41,593 shs BK Technologies Corp | $127,240 | $138,089 |
| 13,057 shs Brilliant Earh Group Inc | $54,677 | $56,276 |
| 12,840 shs Bristol Myers Squibb Co | $839,963 | $923,838 |
| 1,004 shs Broadcom Inc | $363,884 | $561,367 |
| 1,154 shs Cass Information Systems Inc | $51,394 | $52,876 |
| 50,339 shs Cerus Corp | $260,339 | $183,737 |
| 2,575 shs CEVA Inc | $99,869 | $65,869 |
| 2,700 shs Chesapeake Utilities Crp | $249,185 | $319,086 |
| 5,546 shs Chevron Corp | $678,636 | $995,452 |
| 15,137 shs CISCO Systems Inc | $891,027 | $721,127 |
| 12,861 shs Citigroup Inc | $712,624 | $579,271 |
| 14,951 shs Comcast Corp New Cl A | $657,168 | $522,836 |
| 4,797 shs Community Trust Bancorp Inc | $192,187 | $220,326 |
| 24,040 shs Conagra Brands Inc | $917,587 | $930,348 |
| 11,756 shs Cons Water Ltd | $155,936 | $173,989 |
| 5,967 shs CTS Corp | $141,267 | $235,219 |
| 4,698 shs DHI Group Inc | $23,327 | $24,852 |
| 13,196 shs Dow Inc | $815,123 | $664,947 |
| 9,833 shs Duke Energy Corp New | $1,022,821 | $1,002,901 |
| 18,000 shs Energy Select Sector SF ETF | $1,457,230 | $1,574,460 |
| 19,444 shs Energy Select SS Fd ETF | $885,745 | $1,700,767 |
| 7,883 shs EOG Resources Inc | $916,933 | $1,021,006 |
| 6,016 shs ePlus Inc | $231,691 | $266,388 |
| 5,307 shs Esquire Finl Hldgs Inc | $189,405 | $229,581 |
| 7,424 shs Exxon Mobil Corp | $677,925 | $814,345 |
| 22,777 shs Farmland Partners Inc | $213,218 | $283,801 |
| 3,146 shs Genuine Parts Co | $407,621 | $545,863 |
| 8,623 shs H&E Equipment Services Inc | $378,729 | $391,484 |
| 25,279 shs Harrow Health Inc | $155,083 | $373,118 |
| 36,147 shs Health Care Select SS Fd ETF | $3,841,360 | $4,910,570 |
| 29,958 shs Healthpeak Pptys Inc | $896,614 | $751,047 |
| 5,259 shs Hudson Technology Inc | $52,077 | $53,221 |
| 30,266 shs Intel Corp | $1,403,728 | $799,930 |
| 3,272 shs Interdigital Inc | $154,583 | $161,899 |
| 6,639 shs Invesco S&P 500 Equal Weight | $1,727,691 | $1,613,144 |
| 73,000 shs iShares Core High Divid ETF | $7,996,113 | $7,609,520 |
| 148,287 shs iShares Global CS ETF | $9,018,846 | $8,843,837 |
| 68,184 shs iShares Global HC ETF | $5,732,229 | $5,787,458 |
| 140,866 shs iShares MSCI China ETF | $7,448,256 | $6,691,135 |
| 144,000 shs iShares Msci Intl QF ETF | $5,279,906 | $4,664,160 |
| 214,000 shs iShares MSCI Intl QF ETF | $5,966,883 | $6,931,460 |
| 9,900 shs iShares MSCI S Korea ETF | $926,449 | $559,152 |
| 15,138 shs iShares MSCI Taiwan ETF | $883,868 | $607,942 |
| 24,644 shs iShares US AS & Def ETF | $2,549,318 | $2,756,678 |
| 4,656 shs Johnson & Johnson Com | $774,661 | $822,482 |
| 5,017 shs Johnson Ctls Intl Plc | $369,458 | $321,088 |
| 101,276 shs JPMorgan Betabuilders JP ETF | $5,733,825 | $4,547,292 |
| 6,041 shs JPMorgan Chase & Co | $877,329 | $810,098 |
| 38,332 shs Lincoln Edl Services Corp | $247,355 | $221,942 |
| 2,184 shs Materion Corp | $141,689 | $191,122 |
| 5,284 shs Mediwound Ltd Ils | $149,752 | $71,281 |
| 13,687 shs Medtronic Plc | $1,365,557 | $1,063,754 |
| 9,273 shs Merck & Co Inc New Com | $852,098 | $1,016,971 |
| 9,132 shs Morgan Stanley | $935,088 | $773,218 |
| 15,140 shs Napco Security Technologies | $221,454 | $416,047 |
| 6,956 shs Northeast Bk Me | $213,714 | $292,848 |
| 8,740 shs Novartis Ag Sp Adr | $794,224 | $786,020 |
| 4,210 shs Oil Dri Corp | $142,346 | $141,203 |
| 5,244 shs Philip Morris Intl Inc | $523,841 | $530,745 |
| 14,732 shs Plymouth Indl Reit Inc Sbi | $328,654 | $282,560 |
| 13,993 shs Postal Realty Trust Inc Cl A | $221,966 | $203,318 |
| 34,586 shs PPL Corp | $1,004,695 | $1,010,603 |
| 22,148 shs Radius Global Infrastrctre | $258,014 | $261,789 |
| 8,200 shs Raytheon Tech Corp | $846,952 | $827,544 |
| 26,886 shs Rimini Str Inc Del Com | $193,788 | $102,436 |
| 7,565 shs Rio Tinto Plc Spon Adr | $577,861 | $532,253 |
| 1,239 shs Safety Insurance Group Inc | $106,530 | $104,398 |
| 68,723 shs Seelos Therapeutics Inc | $47,771 | $46,663 |
| 11,423 shs Siemens A G Spon Adr | $769,934 | $785,788 |
| 4,770 shs Siga Technologies Inc | $56,620 | $35,107 |
| 3,256 shs Simulations Plus Inc | $164,539 | $119,072 |
| 11,673 shs Sitio Royalties Co New CL A | $244,197 | $336,766 |
| 20,830 shs Solaris Oilfield Infras Cl A | $183,353 | $206,842 |
| 1,476 shs SP Plus Corp Com | $50,222 | $51,247 |
| 73,027 shs SPDR S&P Dividend ETF | $9,311,071 | $9,136,408 |
| 64,712 shs SPDR S&P Global NR ETF | $3,977,684 | $3,689,878 |
| 31,866 shs Technology Select SS ETF | $4,980,488 | $3,965,405 |
| 1,336 shs Titan Machinery Inc | $51,697 | $53,079 |
| 15,647 shs Truist Fin Corp | $833,449 | $673,290 |
| 1,906 shs UFP Technologies Inc | $162,401 | $224,698 |
| 15,732 shs Unilever Plc ASN Spon Adr | $832,340 | $792,106 |
| 1,506 shs Universal Logistics Hldgs I | $51,034 | $50,361 |
| 41,271 shs Uranium Energy Corp | $167,834 | $160,131 |
| 39,393 shs Utilities Sector SF ETF | $2,895,175 | $2,777,207 |
| 303,101 shs Vanguard FTSE All World EX-US ETF | $15,272,324 | $15,197,484 |
| 91,795 shs Vanguard FTSE EU ETF | $5,116,148 | $5,089,115 |
| 147,814 shs Vanguard Intl High Div YIF ETF | $10,087,248 | $8,805,280 |
| 80,400 shs Vanguard Total Stock Mkt ETF | $11,937,432 | $15,371,676 |
| 98,200 shs Vanguard Total World Stk ETF | $7,709,387 | $8,463,858 |
| 27,600 shs Vanguard Value ETF | $4,072,275 | $3,874,212 |
| 62,412 shs Vanguard Value ETF | $8,752,912 | $8,760,772 |
| 29,494 shs Veritone Inc | $315,120 | $156,318 |
| 28,124 shs Verizon Com Inc | $1,360,792 | $1,108,086 |
| 33,305 shs Vici Properties Inc Reit | $1,031,814 | $1,079,082 |
| 10,053 shs Vishay Precision Group Inc | $312,896 | $388,548 |
| 52,888 shs Wisdomtree FR Treas ETF | $2,663,434 | $2,658,680 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Land | $1,281,504 | $0 | $1,281,504 | $6,239,163 |
| Mineral interests | $135,211 | $0 | $135,211 | $2,500,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GCM Galazy Star and Crescent Fund | AT COST | $76,997,292 | $87,605,895 |
| AG Energy Credit | AT COST | $0 | $389,558 |
| Clover PCO Origination Feeder II | AT COST | $3,366,685 | $3,006,931 |
| Clover PCO Secondary Feeder II | AT COST | $869,692 | $1,321,752 |
| PRTF Adv Pvt Eqt FD 2017 | AT COST | $3,557,819 | $6,995,152 |
| PRTF Adv Pvt Eqt FD 2019 | AT COST | $5,277,020 | $7,694,072 |
| PRTF Adv Pvt Eqt FD 2022 | AT COST | $1,762,874 | $1,682,245 |
| Pretium Resi Real Est Fund II | AT COST | $99,369 | $2,527,459 |
| Strategic Ptnr Offshore VIII | AT COST | $1,683,099 | $1,086,789 |
| Strategic Ptnr Offshore IX | AT COST | $857,282 | $3,965,977 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Land | $6,323,254 | $0 | $6,323,254 | $6,367,370 |
| Buildings | $72,726,504 | $37,081,364 | $35,645,140 | $75,494,750 |
| Machinery and Equipment | $7,235,463 | $4,997,870 | $2,237,593 | $4,418,296 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General governance and counsel | CategoryTxt |
| Legal Fees | $95,554 | LegalFeesAmt |
| Net Investment Income | $2,630 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,630 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $92,924 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Objects of Art | Desc |
| BOY Book Value | $43,360,668 | BOYBookValueAmt |
| EOY Book Value | $43,366,468 | EOYBookValueAmt |
| EOYFMV | $185,000,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Donation of charitable asset taken as qualifying distribution in prior year | Desc |
| Amt | $230,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Advertising | $61,737 | $0 | $0 | $61,737 |
| Auto/truck/tractor/carts | $61,266 | $0 | $0 | $61,266 |
| HR & payroll charges | $126,741 | $477 | $477 | $126,264 |
| Insurance | $1,386,550 | $25,537 | $25,537 | $1,361,013 |
| K-1 expenses | $44,330 | $44,330 | $44,330 | $0 |
| Materials/repairs | $1,876,693 | $1,978 | $1,978 | $1,874,715 |
| Office supplies and expenses | $305,169 | $3,696 | $3,696 | $301,473 |
| Other expenses | $38,266 | $0 | $0 | $38,266 |
| Program materials & services | $1,116,229 | $0 | $0 | $1,116,229 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Educational programs | $11,000 | $11,000 | |
| Passthrough K-1 income | $328,171 | $328,171 | $328,171 |
| Oil & gas royalties | $489,872 | $489,872 | $489,872 |
| Refunds/ins proceeds | $303,768 | $8,702 | $7,702 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Recovery of prior period qualifying distributions - ERC funds | Desc |
| Amt | $49,739 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Consulting & appraisal | $115,616 | $0 | $0 | $115,616 |
| Contracting & landscaping | $86,082 | $826 | $826 | $85,256 |
| Historical research | $480 | $0 | $0 | $480 |
| Investment management | $1,958,079 | $1,958,079 | $1,958,079 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Ad valorem taxes | $49,457 | $49,457 | $49,457 | $0 |
| Federal excise tax | $410,106 | $0 | $0 | $625,000 |
| Foreign tax | $21,407 | $21,407 | $21,407 | $0 |
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