FRED AND MABEL R PARKS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FRED AND MABEL R PARKS FOUNDATION (EIN 76-0122692)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-28
- IRS object ID
- 202531189349100118
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-28T09:40:51-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760358346 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES G MCCLELLAN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12926 DAIRY ASHFORD RD STE 100 | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760122692 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRED AND MABEL R PARKS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 2813136464 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12926 DAIRY ASHFORD RD STE 130 | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77478 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES G MCCLELLAN | PersonNm |
| Person Title | PRES./TREAS. | PersonTitleTxt |
| Phone | 2813136464 | PhoneNum |
| Signature | 2025-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES G MCCLELLAN | PreparerPersonNm |
| PTIN | P00047647 | PTIN |
| Phone | 2812400330 | PhoneNum |
| Preparation | 2025-04-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $50,404,568 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,553 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,553 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,165,413 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,165,413 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,243,365 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,459,186 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,243,365 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $442 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $442 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,413,773 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,413,773 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $108,056 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $80,116 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $27,940 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $230,594 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $230,594 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $39,553 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,049 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $22,459 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $22,459 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,734 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,734 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,740 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $654 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,086 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $413,136 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $327,413 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,219 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,023,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,023,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,436,136 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $327,413 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,085,219 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $977,637 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,086,360 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,302 | CashBOYAmt |
| Cash EOY | $2,302 | CashEOYAmt |
| Cash EOYFMV | $2,302 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,643,780 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,461,848 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,461,848 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,878 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $469 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $469 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,041,088 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,021,738 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $973,088 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,755,583 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,912,458 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,029,920 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,272,983 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,207,014 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,042,677 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $19,834,428 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,924,850 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,894,264 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,788 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,788 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $40,553,042 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,530,679 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,404,568 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $40,553,042 | RetainedEarningBOYAmt |
| Retained Earning EOY | $41,530,679 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,553,042 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,530,679 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,553,042 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,530,679 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,553,042 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $977,637 | ExcessRevenueOverExpensesAmt |
| Subtotal | $41,530,679 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $41,530,679 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $8,101,770 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,215,821 | CostOrOtherBasisAmt |
| Gain Or Loss | $885,949 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $885,949 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,243,365 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,900 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $42,900 | SubtotalAmt |
| Tax Based On Investment Income | $42,900 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,504 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $23,504 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $19,396 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES G MCCLELLAN | IndividualWithBooksNm |
| Phone | 2813136464 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12926 DAIRY ASHFORD STE 130 | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 774783293 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES G MCCLELLAN | ||||||||
| 12926 DAIRY ASHFORD STE 130 | SUGAR LAND | TX | 77478 | PRES./TREAS. | 10.00 | $105,806 | $0 | $0 |
| ANN PARKS STALLINGS | ||||||||
| 12926 DAIRY ASHFORD STE 130 | SUGAR LAND | TX | 77478 | VICE PRES. | 0.50 | $750 | $0 | $0 |
| DEBRA MARFIN | ||||||||
| 12926 DAIRY ASHFORD STE 130 | SUGAR LAND | TX | 77478 | VICE PRES. | 0.50 | $750 | $0 | $0 |
| PATRICIA SOMERS | ||||||||
| 12926 DAIRY ASHFORD STE 130 | SUGAR LAND | TX | 77478 | SECRETARY | 0.50 | $750 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | |||||
| 1000 MAIN ST 26TH FLOOR | HOUSTON | TX | 77002 | INVSTMT ADVISOR | $106,027 |
| JAMES G MCCLELLAN CPA | |||||
| 12926 DAIRY ASHFORD 100 | SUGAR LAND | TX | 77478 | INVSTMT ADV/TAX | $105,806 |
| GOODMAN FINANCIAL CORP | |||||
| 5177 RICHMOND AVE 700 | HOUSTON | TX | 77056 | INVSTMT ADVISOR | $66,788 |
| CIBC PRIVATE WEALTH MGMT | |||||
| 11 E GREENWAY PLAZA 2625 | HOUSTON | TX | 77046 | INVSTMT ADVISOR | $57,779 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $45,908,191 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,890,550 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,487 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,808,228 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $48,808,228 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $732,123 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,076,105 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,403,805 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,403,805 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,900 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,900 | TotalTaxAmt |
| Distributable Before Adj | $2,360,905 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,360,905 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,360,905 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,085,219 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,085,219 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,360,905 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,858,685 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,085,219 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,858,685 | AppliedToYear1Amt |
| Applied To Current Year | $226,534 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $2,134,371 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES G MCCLELLAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12926 DAIRY ASHFORD RD 130 | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2813136464 | RecipientPhoneNum |
| Form And Info And Materials | INCLUDE A COPY OF IRS 501(C) LETTER WITH A GRANT REQUEST LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (144 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BLUE CURE FOUNDATION | ||||||||
| PO BOX 130862 | HOUSTON | TX | 77219 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| THE PARKS YOUTH RANCH | ||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| THE MISSION OF YAHWEH | ||||||||
| 10247 ALGIERS RD | HOUSTON | TX | 77041 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| SAN JOSE CLINIC | ||||||||
| PO BOX 2808 | HOUSTON | TX | 772522808 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LSU FOUNDATION | ||||||||
| 3796 NICHOLSON DR | BATON ROUGE | LA | 70802 | N/A | PUBLIC | EXCEPTIONAL EDUCATOR RESOURCE FUND | $50,000 | |
| HGI COUNSELING CENTER | ||||||||
| 2990 RICHMOND AVE 530 | HOUSTON | TX | 77098 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| VITA LIVING | ||||||||
| 3300 S GESSNER 150 | HOUSTON | TX | 77063 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CUREPSP INC | ||||||||
| 1216 BROADWAY 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC | CENTERS OF CARE | $10,000 | |
| KIPP TEXAS - HOUSTON | ||||||||
| 10711 KIPP WAY | HOUSTON | TX | 77099 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| AMERICAN RED CROSS | ||||||||
| 2700 SOUTHWEST FREEWAY | HOUSTON | TX | 77098 | N/A | PUBLIC | HOME FIRE RELIEF PROGRAM | $20,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 1907 HOLCOMBE BLVD | HOUSTON | TX | 77030 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| ADVOCATES OF HEALTHY MINDS | ||||||||
| PO BOX 17582 | SUGAR LAND | TX | 77479 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| RAINBOW OF HOPE | ||||||||
| 13717 NORRIS ROAD | ROSHARON | TX | 77583 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HOUSTON PUBLIC MEDIA | ||||||||
| 4343 ELGIN | HOUSTON | TX | 77204 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| EMERGE FELLOWSHIP | ||||||||
| 11251 NORTHWEST FWY 330 | HOUSTON | TX | 77092 | N/A | PUBLIC | LOW INCOME STUDENT PROGRAM | $10,000 | |
| UNIVERSITY OF HOUSTON | ||||||||
| PO BOX 867 | HOUSTON | TX | 770010867 | N/A | PUBLIC | WINE LECTURE SERIES | $10,000 | |
| HEART OF TEXAS FOUNDATION INC | ||||||||
| PO BOX 110 | BELLVILLE | TX | 77418 | N/A | PUBLIC | HOBBY WOMENS PRISON SEMINARY | $10,000 | |
| MAKE A WISH TX GULF COAST | ||||||||
| 12625 SOUTHWEST FREEWAY | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CENTRAL TEXAS FOOD BANK | ||||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| GALVESTON COUNTY FOOD BANK | ||||||||
| 624 4TH AVE N | TEXAS CITY | TX | 77590 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FAITH IN PRACTICE | ||||||||
| 7500 BEECHNUT ST 208 | HOUSTON | TX | 77074 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| SIRE HOUSTON'S THERAPEUTIC | ||||||||
| 24161 SPRING DR | HOCKLEY | TX | 77447 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| ST DOMINIC VILLAGE | ||||||||
| 2401 HOLCOMBE BLVD | HOUSTON | TX | 77021 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FORT BEND OPTIMIST CLUB SUGAR LAND | ||||||||
| PO BOX 17573 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | SCHOLARSHIPS | $5,000 | |
| FORT BEND BOYS CHOIR OF TEXAS | ||||||||
| 4411 BLUEBONNET DR 103A | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| UNIVERSITY OF HOUSTON ALUMNI ASSOC | ||||||||
| 3100 CULLEN BLVD | HOUSTON | TX | 77204 | N/A | PUBLIC | ATHLETIC ALLIANCE SCHOLARSHIPS | $10,000 | |
| BRYAN MUSEUM | ||||||||
| 1315 21ST STREET | GALVESTON | TX | 77550 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| KICKSTART KIDS | ||||||||
| 10222 WESTHEIMER | HOUSTON | TX | 77042 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| BLUE CURE FOUNDATION | ||||||||
| PO BOX 130862 | HOUSTON | TX | 77219 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| FORT BEND HISTORY ASSOCIATION | ||||||||
| PO BOX 460 | RICHMOND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| GALVESTON HISTORICAL FOUNDATION | ||||||||
| 2002 STRAND | GALVESTON | TX | 77550 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| CUREPSP INC | ||||||||
| 1216 BROADWAY 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC | PSP RESEARCH PROGRAM | $50,000 | |
| LEHIGH UNIVERSITY ENDOWMENT | ||||||||
| 306 S NEW ST 500 | BETHLEHEM | PA | 180151652 | N/A | PUBLIC | SCHOLARSHIP ENDOWMENT | $25,000 | |
| BIRTHDAY BASH | ||||||||
| PO BOX 56382 | HOUSTON | TX | 77256 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| GIRL SCOUTS OF SAN JACINTO COUNCIL | ||||||||
| 3110 SOUTHWEST FREEWAY | HOUSTON | TX | 770984508 | N/A | PUBLIC | OUTREACH PROGRAM SUPPORT | $15,000 | |
| UNIVERSITY OF HOUSTON-SUGAR LAND | ||||||||
| 14000 UNIVERSITY BLVD | SUGAR LAND | TX | 77479 | N/A | PUBLIC | NURSING PROGRAM | $10,000 | |
| THE PARKS YOUTH RANCH INC | ||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CHARITABLE GIFT PLANNER OF HOUSTON | ||||||||
| PO BOX 59 | BELLAIRE | TX | 77402 | N/A | PUBLIC | SPONSOR ANNUAL SYMPOSIUM | $15,000 | |
| FORT BEND MEALS ON WHEELS | ||||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| FOUNDATION FOR AUTISM CARE | ||||||||
| 13121 LOUETTA RD 1360 | CYPRESS | TX | 77429 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| THE PARKS YOUTH RANCH INC | ||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $30,000 | |
| EASTER SEALS OF GREATER HOUSTON | ||||||||
| 4500 BISSONNET 340 | BELLAIRE | TX | 77401 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| A WISH WITH WINGS INC | ||||||||
| 917 WEST SANFORD ST | ARLINGTON | TX | 76012 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| WORLD AFFAIRS COUNCIL OF HOUSTON | ||||||||
| 2500 E TC JESTER BLVD | HOUSTON | TX | 77008 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| SOUTHWESTERN DIABETIC FOUNDATION IN | ||||||||
| PO BOX 918 | GAINESVILLE | TX | 76241 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| 5403 AVENUE N | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| THE CENTER FOUNDATION | ||||||||
| 3550 WEST DALLAS | HOUSTON | TX | 77019 | N/A | PUBLIC | HEALTH SERVICES PROGRAM | $10,000 | |
| CULLINAN PARK CONVERSANCY | ||||||||
| ADDICKS HOWELL RD | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| TEXAS CHILDRENS HOSPITAL | ||||||||
| 6621 FANNIN | HOUSTON | TX | 77030 | N/LA | PUBLIC | RESEARCH PROGRAM SUPPORT | $50,000 | |
| UNIVERSITY OF NOTRE DAME DU LAC | ||||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| UNITED WAY OF GREATER HOUSTON | ||||||||
| 50 WAUGH DR | HOUSTON | TX | 77007 | N/A | PUBLIC | BRIGHT BEGINNINGS PROGRAM | $10,000 | |
| FORT BEND FORWARD - YIP | ||||||||
| 445 COMMERCE GREEN BLVD | SUGAR LAND | TX | 77478 | N/A | PUBLIC | GRANT FOR SCHOLARSHIPS | $20,000 | |
| CASA DE ESPERANZA | ||||||||
| 2911 CORDER ST BLDG A | HOUSTON | TX | 77054 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| TW DAVIS YMCA | ||||||||
| 911 THOMPSON ROAD | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| GIGIS PLAYHOUSE | ||||||||
| 13003 SW FREEWAY 170 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| PO BOX 1032 | RICHMOND | TX | 77406 | N/A | PUBLIC | CASA HOME TOUR | $50,000 | |
| BLESSED BE HOPE FOR THREE | ||||||||
| 10200 W AIRPORT BLVD 100 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| AISHEL HOUSE | ||||||||
| 1955 UNIVERSITY BLVD | HOUSTON | TX | 77030 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LITERACY COUNCIL OF FORT BEND | ||||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| COLLEGE COMMUNITY CENTER | ||||||||
| 11104 W AIRPORT BLVD 106 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| GIRLS START | ||||||||
| 2000 EDWARDS 114 | HOUSTON | TX | 77007 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| NEW ISRAEL FULL GOSPEL CHURCH | ||||||||
| 2035 LAKESHORE DR | PORT ARTHUR | TX | 77640 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| THE ARC OF FORT BEND COUNTY | ||||||||
| 123 BROOKS ST | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| 5403 AVENUE N | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| FORT BEND REGIONAL COUNCIL OF | ||||||||
| 10435 GREENBOUGH 250 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 450 JOHN CARPENTER FWY | IRVING | TX | 75062 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HOUSTON FOOD BANK | ||||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BOYS AND GIRLS CLUB - FORT BEND | ||||||||
| 3110 5TH ST | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| PRESBYTERIAN CHILDRENS HOMES & | ||||||||
| 7880 SAN FELIPE 111 | HOUSTON | TX | 77063 | N/A | PUBLIC | FOSTER CARE & ADOPTION SERVICES | $10,000 | |
| CAMP HOPE PTSD FOUNDATION OF | ||||||||
| 9724 DERRINGTON RD | HOUSTON | TX | 77064 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| ACHIEVE FORT BEND | ||||||||
| PO BOX 3322 | SUGAR LAND | TX | 774873322 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| THE ROSE | ||||||||
| 5420 W LOOP SOUTH 3300 | BELLAIRE | TX | 77401 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| OAKBEND MEDICAL CENTER | ||||||||
| 1705 JACKSON ST | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| SOLEANA STABLES | ||||||||
| PO BOX 84955 | PEARLAND | TX | 77584 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CAN CARE | ||||||||
| 9575 KATY FWY 428 | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| NIGHT COURT | ||||||||
| 600 TRAVIS STREET | HOUSTON | TX | 77002 | N/A | PUBLIC | ANNUAL NIGHT COURT EVENT | $3,000 | |
| IMPACT A HERO | ||||||||
| 2929 MCKINNEY ST | HOUSTON | TX | 77003 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| DIABETES RESEARCH INSTITUTE | ||||||||
| 200 S PARK RD 100 | HOLLYWOOD | FL | 33021 | N/A | PUBLIC | DEVELOPMENT OF DRI CELL SUPPLY CENTE | $50,000 | |
| TEXANA CENTER | ||||||||
| 4910 AIRPORT AVENUE | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| VOLUNTEER INTERFAITH CAREGIVERS | ||||||||
| 5001 BELLAIRE BLVD | BELLAIRE | TX | 77401 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LIFEHOUSTON | ||||||||
| 2002 S WAYSIDE DR 113 | HOUSTON | TX | 77023 | N/A | PUBLIC | FEEDING HUNGRY BABIES PROGRAM | $5,000 | |
| CHRISTUS FOUNDATION FOR HEALTHCARE | ||||||||
| 2615 FANNIN | HOUSTON | TX | 77002 | N/A | PUBLIC | IMMUNIZATION PROGRAM | $10,000 | |
| ACCESS HEALTH | ||||||||
| 400 AUSTIN ST | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| UNIVERSITY OF HOUSTON-SUGAR LAND | ||||||||
| 14000 UNIVERSITY BLVD | SUGAR LAND | TX | 77479 | N/A | PUBLIC | NURSING SCHOOL SCHOLARSHIPS | $25,000 | |
| HOUSTON MUSEUM OF NATURAL SCIENCE | ||||||||
| 13016 UNIVERSITY BLVD | SUGAR LAND | TX | 77479 | N/A | PUBLIC | SCIENCE PROGRAMS & TECH HALL EXHIBIT | $20,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 3750 N MCCARTY | HOUSTON | TX | 77029 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BEL INIZIO INC | ||||||||
| 7710 DEL REY LN | HOUSTON | TX | 77071 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| BETHEL MINISTRIES | ||||||||
| 3015 5TH ST | STAFFORD | TX | 77477 | N/A | PUBLIC | PROJECT SMILE | $5,000 | |
| FORT BEND FAMILY PROMISE | ||||||||
| 4645 CARTWRIGHT RD | MISSOURI CITY | TX | 77459 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| MAMIE GEORGE CENTER-CATHOLIC | ||||||||
| 1111 COLLINS RD | RICHMOND | TX | 77469 | N/LA | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| ALIEF EDUCATION FOUNDATION | ||||||||
| PO BOX 68 | ALIEF | TX | 77411 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| UNIVERSITY OF HOUSTON-CLEAR LAKE | ||||||||
| 2700 BAY AREA BLVD | HOUSTON | TX | 77058 | N/A | PUBLIC | CENTER FOR AUTISM | $10,000 | |
| CHRISTIAN COMMUNITY SERVICE CNETER | ||||||||
| 3230 MERCER | HOUSTON | TX | 77027 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| ATTACK POVERTY | ||||||||
| 3737 GREENBRIAR DR 100 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LITERACY COUNCIL OF FORT BEND | ||||||||
| 12530 EMILY CT | SUGAR LAND | TX | 77478 | N/A | PUBLIC | 2025 READING BETWEEN THE LINES | $25,000 | |
| PARKS YOUTH RANCH | ||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $50,000 | |
| TEXAS HEARING INSTITUTE | ||||||||
| 3100 SHENANDOAH ST | HOUSTON | TX | 77021 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HOLOCAUST MUSEUM HOUSTON | ||||||||
| 5401 CAROLINE STREET | HOUSTON | TX | 77004 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| MEALS ON WHEELS MONTGOMERY COUNTY | ||||||||
| 111 SOUTH 2ND STREET | CONROE | TX | 77301 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BELONG KITCHEN | ||||||||
| 9655 KATY FREEWAY 3105 | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| HIS GRACE FOUNDATION | ||||||||
| 2449 S BOULEVARD 105 | HOUSTON | TX | 77098 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| PERIWINKLE FOUNDATION | ||||||||
| 3400 BISSONNET 185 | HOUSTON | TX | 77005 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LUKE 18-1 FOUNDATION | ||||||||
| 1203 STRATHMORE DR | SOUTHLAKE | TX | 76092 | N/A | PUBLIC | LINKS 4 LUKE | $25,000 | |
| HOMEMADE HOPE | ||||||||
| PO BOX 22564 | HOUSTON | TX | 77227 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| OUTREACH CENTER OF WEST HOUSTON | ||||||||
| 725 BATESWOOD DR | HOUSTON | TX | 77079 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CHILDRENS TRANSPLANT INITIATIVE | ||||||||
| 23718 CREEKVIEW DR | SPRING | TX | 77389 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| JUDITH LIEBENTHAL ROBINSON | ||||||||
| 4801 WOODWAY STE 365W | HOUSTON | TX | 77096 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| REMIND | ||||||||
| PO BOX 27607 | HOUSTON | TX | 77227 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| GATEWAY ACADEMY | ||||||||
| 3721 DACOMA ST | HOUSTON | TX | 77092 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| VOLUNTEER INTERFAITH CAREGIVERS SW | ||||||||
| 5001 BELLAIRE BLVD ROOM 7 | BELLAIRE | TX | 77002 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| INTERFAITH MINISTRIES GREATER | ||||||||
| 3303 MAIN ST | HOUSTON | TX | 77258 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| ELDERHEART INC DBA MISSION 22 | ||||||||
| 694 N LARCH ST 910 | SISTERS | OR | 97759 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| SERENITY CLUB | ||||||||
| 1933 MORELAND AVE SE | ATLANTA | GA | 30316 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FORT BEND WOMENS CENTER | ||||||||
| PO BOX 183 | RICHMOND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CHABAD OF SUGAR LAND | ||||||||
| 4501 CARTWRIGHT RD 770 | MISSOURI CITY | TX | 77459 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| NEW ISRAEL FULL GOSPEL | ||||||||
| 2035 LAKESHORE DR | PORT ARTHUR | TX | 77640 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| LSU FOUNDATION | ||||||||
| 3796 NICHOLSON DR | BATON ROUGE | LA | 70802 | N/A | PUBLIC | SCHOLARSHIPS | $25,000 | |
| LSU FOUNDATION | ||||||||
| 3796 NICHOLSON DR | BATON ROUGE | LA | 70802 | N/A | PUBLIC | EXCEPTIONAL EDUCATOR SCHOLARSHIP | $25,000 | |
| LITERACY COUNCIL OF FORT BEND | ||||||||
| 12530 EMILY CT | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FORT BEND HOPE | ||||||||
| PO BOX 1610 | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| UNIVERSAL DOOR MEDIATION CENTER | ||||||||
| 15202 DORA LANE | SUGAR LAND | TX | 77498 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| THE LAZARUS HOUSE | ||||||||
| 4106 AUSTIN STREET | HOUSTON | TX | 77004 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HOUSTON ALUMNAE PANHELLENIC FOUNDAT | ||||||||
| 5868 A-1 WESTHEIMER RD | HOUSTON | TX | 770575641 | N/A | PUBLIC | COLLEGE SCHOLARSHIPS | $5,000 | |
| SUGAR LAND HERITAGE FOUNDATION | ||||||||
| 198 KEMPNER ST | SUGAR LAND | TX | 77498 | N/A | PUBLIC | SUPPORT GROUPS PROGRAM | $10,000 | |
| THE SANCTUARY FOSTER CARE SERVICE | ||||||||
| 1350 NASA PKWY 210 | HOUSTON | TX | 77058 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FORT BEND RAINBOW ROOM | ||||||||
| PO BOX 1662 | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| ROSENBERG RICHMOND HELPING HANDS | ||||||||
| 902 COLLINS RD | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| EPIPHANY COMMUNITY HEALTH OUTREACH | ||||||||
| 9600 S GESSNER RD | HOUSTON | TX | 77071 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| SUGAR LAND CULTURAL ARTS FOUNDATION | ||||||||
| 226 LAKEVIEW DR | SUGAR LAND | TX | 77498 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| ENTRYWAY HOUSTON | ||||||||
| 4555 DACOME ST 200 | HOUSTON | TX | 77092 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| THE BROOKWOOD COMMUNITY | ||||||||
| 1752 FM 1489 | BROOKSHIRE | TX | 77423 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| AVONDALE HOUSE | ||||||||
| 3737 OMEARA DR | HOUSTON | TX | 77025 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HOUSTON ARBORETUM & NATURE CENTER | ||||||||
| 4501 WOODWAY DR | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| THE WESTVIEW SCHOOL | ||||||||
| 14340 PROTON RD | DALLAS | TX | 75244 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CARE PARTNERS | ||||||||
| 3838 ABERDEEN WAY | HOUSTON | TX | 77025 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HOPE FORT BEND CLUBHOUSE | ||||||||
| 912 S 6TH STREET | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| EVELYN RUPENSTEIN JEWISH COMMUNITY | ||||||||
| 5601 S BRAESWOOD AVE | HOUSTON | TX | 77096 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| OUTREACH CENTER OF WEST HOUSTON | ||||||||
| 725 BATESWOOD DR | HOUSTON | TX | 77079 | N/A | PUBLIC | BUILDING RENOVATIONS | $25,000 | |
| BETHEL MINISTRIES | ||||||||
| 3015 5TH STREET | STAFFORD | TX | 77477 | N/A | PUBLIC | PROJECT SMILE | $5,000 | PO BOX 280 |
| REINING STRENGTH | ||||||||
| 7126 FM 359 ROAD | RICHMOND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| SPRING BRANCH EDUCATION FOUNDATION | ||||||||
| 955 CAMPBELL | HOUSTON | TX | 770242803 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FORT BEND DISCOVERY CENTER | ||||||||
| 198 KEMPNER ST | SUGAR LAND | TX | 77498 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| GALVESTON HISTORICAL FOUNDATION | ||||||||
| 2002 STRAND ST | GALVESTON | TX | 77550 | N/A | PUBLIC | BUILDING RENOVATION | $100,000 | |
| COLLEGE COMMUNITY CAREER | ||||||||
| 11104 W AIRPORT BLVD 106 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,023,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (147 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| LITERACY COUNCIL OF FT BEND COUNTY | ||||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77406 | N/A | PUBLIC | READING BETWEEN THE LINES | $30,000 | |
| OAKBEND MEDICAL CENTER | ||||||||
| 1705 JACKSON ST | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| FORT BEND HABITAT FOR HUMANITY | ||||||||
| 505 JULIE RIVERS 150 | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| WORLD AFFAIRS COUNCIL OF GREATER | ||||||||
| PO BOX 920905 | HOUSTON | TX | 772920905 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| THE ARC OF FORT BEND COUNTY | ||||||||
| 123 BROOKS ST | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| TEXAS CHILDRENS HOSPITAL | ||||||||
| PO BOX 300630 5214 | HOUSTON | TX | 772300630 | N/A | PUBLIC | NEUROLOGICAL RESEARCH INSTITUTE | $25,000 | |
| IMPACT A HERO | ||||||||
| 2929 MCKINNEY ST | HOUSTON | TX | 77003 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| ACCESS HEALTH | ||||||||
| 400 AUSTIN ST | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| UNIVERSITY OF HOUSTON ALUMNI ASSOC | ||||||||
| PO BOX 867 | HOUSTON | TX | 770010867 | N/A | PUBLIC | ATHLETIC ALLIANCE SCHOLARSHIPS | $10,000 | |
| A WISH WITH WINGS | ||||||||
| 3751 WEST FREEWAY | FORT WORTH | TX | 76107 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| 5403 AVE N | ROSENBERG | TX | 77471 | N/A | PUBLIC | CASA HOME TOUR | $50,000 | |
| LITERACY COUNCIL OF FT BEND COUNTY | ||||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| 5403 AVE N | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| THE PARKS YOUTH RANCH | ||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $30,000 | |
| UNIVERSITY OF HOUSTON | ||||||||
| PO BOX 867 | HOUSTON | TX | 770010867 | N/A | PUBLIC | WINE LECTURE SERIES | $20,000 | |
| CENTRAL TEXAS FOOD BANK | ||||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| GALVESTON COUNTY FOOD BANK | ||||||||
| 624 4TH AVE N | TEXAS CITY | TX | 77590 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HEART OF TEXAS FOUNDATION INC | ||||||||
| PO BOX 110 | BELLVILLE | TX | 77418 | N/A | PUBLIC | HOBBY WOMENS PRISON SEMINARY | $10,000 | |
| THE MISSION OF YAHWEH | ||||||||
| 10247 ALGIERS RD | HOUSTON | TX | 77041 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| ELDERHEART INC DBAMISSION 22 | ||||||||
| 694 N LARCH ST 910 | SISTERS | OR | 97759 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| PARKS YOUTH RANCH | ||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $50,000 | |
| CHILDRENS MUSEUM HOUSTON AT SL | ||||||||
| 198 KEMPNER | SUGAR LAND | TX | 77498 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| MEALS ON WHEELS MONTGOMERY COUNTY | ||||||||
| 111 SOUTH 2ND STREET | CONROE | TX | 77301 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| UNIVERSITY OF HOUSTON SUGAR LAND | ||||||||
| 14000 UNIVERSITY BLVD | SUGAR LAND | TX | 77479 | N/A | PUBLIC | NURSING PROGRAM SUPPORT | $25,000 | |
| FORT BEND OPTIMIST CLUB | ||||||||
| PO BOX 17573 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | SCHOLARSHIPS | $5,000 | |
| FORT BEND BOYS CHOIR OF TEXAS | ||||||||
| PO BOX 2042 | STAFFORD | TX | 774972042 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CHARITABLE GIFT PLANNERS OF HOUSTON | ||||||||
| PO BOX 59 | BELLAIRE | TX | 77402 | N/A | PUBLIC | SPONSOR ANNUAL SYMPOSIUM | $15,000 | |
| HOUSTON ALUMNAE PANHELLENIC FOUNDAT | ||||||||
| 5868 A-1 WESTHEIMER RD | HOUSTON | TX | 770575641 | N/A | PUBLIC | COLLEGE SCHOLARSHIPS | $5,000 | |
| AISHEL HOUSE | ||||||||
| 1955 UNIVERSITY BLVD | HOUSTON | TX | 77030 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| FORT BEND FORWARD YIP | ||||||||
| 445 COMMERCE GREEN BLVD | SUGAR LAND | TX | 77478 | N/A | PUBLIC | SCHOLARSHIP PROGRAM | $20,000 | |
| LIFE HOUSTON | ||||||||
| 2002 S WAYSIDE DR 113 | HOUSTON | TX | 77023 | N/A | PUBLIC | FEEDING HUNGRY BABIES PROGRAM | $10,000 | |
| SIRE THERAPEUTIC HORSEMANSHIP | ||||||||
| 11211 KATY FREEWAY 660 | HOUSTON | TX | 77079 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| SOUTHWESTERN DIABETIC FOUNDATION | ||||||||
| PO BOX 918 | GAINESVILLE | TX | 76241 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| GIGI'S PLAYHOUSE | ||||||||
| 13003 SW FREEWAY 170 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| UNIVERSITY OF HOUSTON CLEAR LAKE | ||||||||
| 2700 BAY AREA BLVD | HOUSTON | TX | 770581002 | N/A | PUBLIC | CENTER FOR AUTISM & DEVELOPMENT | $15,000 | SUITE B1604 |
| VOLUNTEER INTERFAITH CAREGIVERS | ||||||||
| 5001 BELLAIRE BLVD ROOM 7 | BELLAIRE | TX | 77401 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| CATHOLIC CHARITIES ARCHDIOCESE OF | ||||||||
| 2900 LOUISIANA ST | HOUSTON | TX | 77006 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| BEL-INIZIO | ||||||||
| 7710 DEL REY | HOUSTON | TX | 77071 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| GIRL START | ||||||||
| 2000 EDWARDS ST 114 | HOUSTON | TX | 77077 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CHRISTIAN COMMUNITY SERVICE CENTER | ||||||||
| PO BOX 27924 | HOUSTON | TX | 772277924 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BIRTHDAY BASH BOX | ||||||||
| PO BOX 56382 | HOUSTON | TX | 77256 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| COLLEGE COMMUNITY CAREER | ||||||||
| 11104 W AIRPORT BLVD 106 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CHRISTUS FOUNDATION FOR HEALTH CARE | ||||||||
| PO BOX 1919 | HOUSTON | TX | 77251 | N/A | PUBLIC | IMMUNIZATION PROGRAM | $10,000 | |
| FORT BEND MEALS ON WHEELS | ||||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| BLESSED BE HOPE FOR THREE | ||||||||
| 10200 W AIRPORT BLVD 100 | SUGAR LAND | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| THE ROSE | ||||||||
| 12700 N FEATHERWOOD 260 | HOUSTON | TX | 77034 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BOYS & GIRLS CLUBS | ||||||||
| 815 CROSBY STREET | HOUSTON | TX | 77019 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| HOUSTON FOOD BANK | ||||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | N/A | PUBLIC | BACKPACK BUDDY PROGRAM | $10,000 | |
| GIRL SCOUTS OF SAN JACINTO COUNCIL | ||||||||
| 3110 SOUTHWEST FREEWAY | HOUSTON | TX | 770984508 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| CASA DE ESPERANZA | ||||||||
| PO BOX 66581 | HOUSTON | TX | 772666581 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| PRESBYTERIAN CHILDRENS HOMES & | ||||||||
| 5920 W WILLIAM CANNON DR | AUSTIN | TX | 78749 | N/A | PUBLIC | FOSTER CARE & ADOPTION PROGRAMS | $10,000 | BLDG 3 100 |
| FORT BEND WOMENS CENTER | ||||||||
| PO BOX 183 | RICHMOND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 1003 WASHINGTON AVE | HOUSTON | TX | 77002 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| CANCARE | ||||||||
| 9575 KATY FREEWAY 428 | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| THE CENTER FOUNDATION | ||||||||
| 3550 WEST DALLAS | HOUSTON | TX | 77019 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| TEXAS HEARING INSTITUTE | ||||||||
| 3100 SHENANDOAH ST | HOUSTON | TX | 77021 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| TEXANA | ||||||||
| 4910 AIRPORT AVE | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| ST DOMINIC VILLAGE | ||||||||
| 2401 HOLCOMBE BLVD | HOUSTON | TX | 77021 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| FORT BEND HISTORY ASSOCIATION | ||||||||
| PO BOX 460 | RICHMOND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FORT BEND REGIONAL COUNCIL ON | ||||||||
| 10435 GREENBOUGH 250 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| ACHIEVE FORT BEND COUNTY | ||||||||
| PO BOX 707 | SUGAR LAND | TX | 774870707 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CULLINAN PARK CONSERVANCY | ||||||||
| PO BOX 422 | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| TW DAVIS YMCA | ||||||||
| 911 THOMPSON ROAD | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FAITH IN PRACTICE | ||||||||
| 7500 BEECHNUT 208 | HOUSTON | TX | 77074 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LEHIGH UNIVERSITY | ||||||||
| 306 S NEW ST 500 | BETHLEHEM | PA | 180151652 | N/A | PUBLIC | SCHOLARSHIP ENDOWMENT | $25,000 | |
| BLUE CURE FOUNDATION | ||||||||
| PO BOX 130862 | HOUSTON | TX | 77219 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| UNIVERSITY OF HOUSTON AT SUGAR LAND | ||||||||
| 14000 UNIVERSITY BLVD | SUGAR LAND | TX | 77479 | N/A | PUBLIC | NURSING SCHOOL SCHOLARSHIPS | $10,000 | |
| DIABETES RESEARCH INSTITUTE | ||||||||
| 200 S PARK ROAD 100 | HOLLYWOOD | FL | 33021 | N/A | PUBLIC | DEVELOPMENT OF DRI CELL SUPPLY CENTE | $50,000 | |
| CUREPSP INC | ||||||||
| 1216 BROADWAY 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC | PSP RESEARCH PROGRAM | $50,000 | |
| KICKSTART KIDS | ||||||||
| 10222 WESTHEIMER | HOUSTON | TX | 77042 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| EASTER SEALS GREATER HOUSTON | ||||||||
| 4888 LOOP CENTRAL DR 200 | HOUSTON | TX | 77081 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| ATTACK POVERTY | ||||||||
| 3737 GREENBRIAR 100 | HOUSTON | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| UNITED WAY OF GREATER HOUSTON | ||||||||
| 50 WAUGH DR | HOUSTON | TX | 77007 | N/A | PUBLIC | BRIGHT BEGINNINGS PROGRAM | $10,000 | |
| HOUSTON MUSEUM OF NATURAL SCIENCE | ||||||||
| 5555 HERMANN PARK DR | HOUSTON | TX | 770301799 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HOLOCAUST MUSEUM HOUSTON | ||||||||
| 5401 CAROLINE ST | HOUSTON | TX | 77004 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| FOUNDATION FOR AUTISM CARE | ||||||||
| 13121 LOUETTA RD 1360 | CYPRESS | TX | 77429 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| PERIWINKLE FOUNDATION | ||||||||
| 3400 BISSONNET 185 | HOUSTON | TX | 77005 | N/A | PUBLIC | PROGRAM SUPPORT | $7,000 | |
| NIGHT COURT | ||||||||
| 600 TRAVIS STREET | HOUSTON | TX | 77002 | N/A | PUBLIC | ANNUAL NIGHT COURT EVENT | $5,000 | |
| HOMEMADE HOPE | ||||||||
| PO BOX 22564 | HOUSTON | TX | 77227 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| OUTREACH CENTER OF WEST HOUSTON | ||||||||
| 725 BATESWOOD DR | HOUSTON | TX | 77079 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| CHILDRENS TRANSPLANT INITIATIVE | ||||||||
| 23718 CREEKVIEW DR | SPRING | TX | 77389 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| ADVOCATES OF HEALTHY MINDS | ||||||||
| PO BOX 17582 | SUGAR LAND | TX | 77479 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| JUDITH LIEBENTHAL ROBINSON | ||||||||
| 4801 WOODWAY STE 365W | HOUSTON | TX | 77096 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| MAKE A WISH TX GULF COAST | ||||||||
| 12625 SOUTHWEST FREEWAY | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| REMIND | ||||||||
| PO BOX 27607 | HOUSTON | TX | 77227 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| AMERICAN RED CROSS | ||||||||
| 2700 SOUTHWEST FREEWAY | HOUSTON | TX | 77098 | N/A | PUBLIC | HOME FIRE RELIEF PROGRAM | $20,000 | |
| KIPP TEXAS - HOUSTON | ||||||||
| 10711 KIPP WAY | HOUSTON | TX | 77099 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| COMMUNITIES IN SCHOOLS BAY AREA | ||||||||
| PO BOX 580096 | HOUSTON | TX | 77258 | N/A | PUBLIC | DROPOUT PROVENTION PROGRAM SUPPORT | $10,000 | |
| VITA LIVING | ||||||||
| 3300 S GESSNER 150 | HOUSTON | TX | 77063 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HGI COUNSELING CENTER | ||||||||
| 2990 RICHMOND AVE 530 | HOUSTON | TX | 77098 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| EMERGE FELLOWSHIP | ||||||||
| 11251 NORTHWEST FWY 330 | HOUSTON | TX | 77092 | N/A | PUBLIC | LOW INCOME STUDENT PROGRAM | $10,000 | |
| FRIENDS OF PHILIPPINE TENNIS | ||||||||
| 2013 DELORES ST | WEST COVINA | CA | 91792 | N/A | PUBLIC | PROGRAM SUPPORT | $3,000 | |
| SOLEANA STABLES | ||||||||
| PO BOX 84955 | PEARLAND | TX | 77584 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| REACH UNLIMITED | ||||||||
| 11832 MUELLER CEMETARY RD | CYPRESS | TX | 77429 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | STE 200 |
| FORT BEND RAINBOW ROOM | ||||||||
| PO BOX 1662 | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| RAINBOW OF HOPE | ||||||||
| 13717 NORRIS ROAD | ROSHARON | TX | 77583 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| SUGAR LAND HERITAGE FOUNDATION | ||||||||
| PO BOX 1 | SUGAR LAND | TX | 77487 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FORT BEND HOPE | ||||||||
| PO BOX 1610 | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| GATEWAY ACADEMY | ||||||||
| 3721 DACOMA ST | HOUSTON | TX | 77092 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LITERACY COUNCIL OF FORT BEND | ||||||||
| 12530 EMILY CT | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| UNIVERSAL DOOR MEDIATION CENTER | ||||||||
| 15202 DORA LANE | SUGAR LAND | TX | 77498 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| THE LAZARUS HOUSE | ||||||||
| 4106 AUSTIN STREET | HOUSTON | TX | 77004 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 1907 HOLCOMBE BLVD | HOUSTON | TX | 77030 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| NEW ISRAEL FULL GOSPEL CHURCH | ||||||||
| 2035 LAKESHORE DR | PORT ARTHUR | TX | 77640 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| THE SANCTUARY FOSTER CARE SERVICE | ||||||||
| 1350 NASA PKWY 210 | HOUSTON | TX | 77058 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| REINING STRENGTH | ||||||||
| 7126 FM 359 ROAD | RICHMOND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| ROSENBERG RICHMOND HELPING HANDS | ||||||||
| 902 COLLINS RD | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| EPIPHANY COMMUNITY HEALTH OUTREACH | ||||||||
| 9600 S GESSNER RD | HOUSTON | TX | 77071 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| SUGAR LAND CULTURAL ARTS FOUNDATION | ||||||||
| 226 LAKEVIEW DR | SUGAR LAND | TX | 77498 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| ENTRYWAY HOUSTON | ||||||||
| 4555 DACOME ST 200 | HOUSTON | TX | 77092 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| THE BROOKWOOD COMMUNITY | ||||||||
| 1752 FM 1489 | BROOKSHIRE | TX | 77423 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| AVONDALE HOUSE | ||||||||
| 3737 OMEARA DR | HOUSTON | TX | 77025 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HOUSTON ARBORETUM & NATURE CENTER | ||||||||
| 4501 WOODWAY DR | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CARE PARTNER | ||||||||
| 3838 ABERDEEN WAY | HOUSTON | TX | 77025 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FORT BEND FAMILY PROMISE | ||||||||
| 4645 CARTWRIGHT DR | MISSOURI CITY | TX | 77459 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HOPE FORT BEND CLUBHOUSE | ||||||||
| 912 6TH STREET | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| SAN JOSE CLINIC | ||||||||
| PO BOX 2808 | HOUSTON | TX | 772522808 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HOUSTON PUBLIC MEDIA | ||||||||
| 4343 ELGIN STREET | HOUSTON | TX | 772040008 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BRIDGE YEAR | ||||||||
| 3414 EASTSIDE ST | HOUSTON | TX | 77098 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| GIRLS ON THE RUN | ||||||||
| 14811 ST MARYS LN 275 | HOUSTON | TX | 77079 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BO'S PLACE | ||||||||
| 10050 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HOUSTON METHODIST HOSPITAL FOUNDATI | ||||||||
| PO BOX 4384 | HOUSTON | TX | 772104384 | N/A | PUBLIC | PROGRAM SUPPORT | $50,000 | |
| NATIONAL COMPREHENSIVE CANCER NETWO | ||||||||
| 3025 CHEMICAL ROAD 100 | PLYMOUTH MEETING | PA | 19462 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LOVELY VILLAGE | ||||||||
| 1500 COLUMBUS AVE | WACO | TX | 76701 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| FORT BEND YOUNG LIFE | ||||||||
| PO BOX 1842 | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| HALO HOUSE | ||||||||
| 2940 CORDER ST | HOUSTON | TX | 77054 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BLUE CURE FOUNDATION | ||||||||
| PO BOX 130862 | HOUSTON | TX | 77219 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| BREAK THROUGH T1D | ||||||||
| PO BOX 5016 | HAGERSTOWN | MD | 21741 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| PATHWAYS FOR LITTLE FEET | ||||||||
| 1885 ST JAMES PLACE 170 | HOUSTON | TX | 77056 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| NERY'S PROMISE | ||||||||
| 230 COLLINES RD | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| TEEN & FAMILY SERVICE | ||||||||
| 9337 B KATY FRWY PMB 314 | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| REFUGE FOR WOMEN | ||||||||
| 8300 KATY FREEWAY | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HEROES FOR CHILDREN | ||||||||
| 6410 W SPRING CREEK PKWY | PLANO | TX | 75024 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LITERACY COUNCIL OF FORT BEND | ||||||||
| 12530 EMILY CT | SUGAR LAND | TX | 77478 | N/A | PUBLIC | CAPITAL CAMPAIGN | $50,000 | |
| SOUTH TEXAS COLLEGE OF LAW HOUSTON | ||||||||
| 1303 SAN JACINTO ST | HOUSTON | TX | 770027006 | N/A | PUBLIC | SCHOLARSHIPS | $50,000 | |
| CUREPSP | ||||||||
| 1216 BROADWAY 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC | CENTERS FOR CARE | $10,000 | |
| CHABAD OF SUGAR LAND | ||||||||
| 4501 CARTWRIGHT RD 470 | MISSOURI CITY | TX | 77459 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BELONG KITCHEN | ||||||||
| 9655 KATY FREEWAY 3105 | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| HIS GRACE FOUNDATION | ||||||||
| 2449 BOULEVARD 105 | HOUSTON | TX | 77098 | N/A | PUBLIC | PROGRAM SUPPORT | $7,000 | |
| GALVESTON HISTORICAL FOUNDATION | ||||||||
| 2002 STRAND STREET | GALVESTON | TX | 77550 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| 5403 AVENUE N | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| ALIEF EDUCATION FOUNDATION | ||||||||
| PO BOX 68 | ALIEF | TX | 77411 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| LUKE 18-1 FOUNDATION | ||||||||
| 1203 STRATHMORE DR | SOUTHLAKE | TX | 76092 | N/A | PUBLIC | LINKS 4 LUKE | $25,000 | |
| FORT BEND YOUNG LIFE | ||||||||
| PO BOX 1842 | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LSU FOUNDATION | ||||||||
| 3796 NICHOLSON DR | BATON ROUGE | LA | 70802 | N/A | PUBLIC | SCHOLARSHIPS | $75,000 | |
| LSU FOUNDATION | ||||||||
| 3796 NICHOLSON DR | BATON ROUGE | LA | 70802 | N/A | PUBLIC | EXCEPTIONAL EDUCATOR RESOURCE FUND | $50,000 | |
| LSU FOUNDATION | ||||||||
| 3796 NICHOLSON DR | BATON ROUGE | LA | 70802 | N/A | PUBLIC | EXECPTIONAL EDUCATOR SCHOLARSHIP | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,202,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,553 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,165,413 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $411 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,243,365 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WALTON US LAND FUND 5 LP-K- | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,413,773 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,413,773 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| COMPUTER DESK | 2002-09-09 | $460 | $460 | 200DB | 7.0000 |
| FILE CABINET | 2002-09-09 | $340 | $340 | 200DB | 7.0000 |
| DESK BASE | 2002-09-09 | $240 | $240 | 200DB | 7.0000 |
| DESK TOP | 2002-09-09 | $410 | $410 | 200DB | 7.0000 |
| HUTCH | 2002-09-09 | $569 | $569 | 200DB | 7.0000 |
| PRINTER & CABLES | 2002-10-03 | $525 | $525 | 200DB | 5.0000 |
| DELL DIMENSION 9150 | 2006-01-16 | $2,276 | $2,276 | 200DB | 5.0000 |
| DELL VOSTRO 430 | 2010-06-21 | $1,540 | $1,540 | 200DB | 5.0000 |
| DELL INSPIRON 7000 | 2020-11-23 | $1,428 | $1,428 | 200DB | 5.0000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (42 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100000 PNC FINL CORP SUB NOTE 3.9% | ||
| 50000 COMCAST CORP NEW NT 2.35% | $44,440 | $47,778 |
| 75000 ELECTRONIC ARTS INC SR GLBL 4. | $77,167 | $74,941 |
| 40000 ORACLE CORP SR BD 3.4% | ||
| 75000 STRYKER CORP SR GLBL NT 3.375% | $73,031 | $74,278 |
| 150000 MAIN STREET CAP CORP NOTE 5.2 | ||
| 200000 FEDERAL NATL MTG ASSN 2.125% | $201,537 | $194,533 |
| 185000 FEDERAL HOME LOAN BKS CONS BD | $203,958 | $177,568 |
| 150000 LAS VEGAS SANDS CORP NOTE 2.9 | $146,836 | $148,200 |
| 30000 UNITED PARCEL SER 3.4% | $34,724 | $28,500 |
| 130000 PROSPECT CAPITAL CORP NOTE 3. | $130,208 | $121,239 |
| 130000 FS KKR CAPITAL CORP NOTE 3.4% | $132,842 | $127,445 |
| 130000 HOLLYFRONTIER CORP NOTE 5.875 | $146,702 | $130,690 |
| 300000 BOEING CO DEBENTURE-UNSECURED | $352,587 | $302,512 |
| 50000 COCA COLA CO 3.45% | $55,082 | $47,195 |
| 50000 FEDERAL NTNL MTG ASSN .875% | $47,330 | $41,129 |
| 50000 INTEL CORP 3.9% | $59,157 | $46,726 |
| 150000 AUTONATION INC NOTE 4.5% | $154,072 | $149,530 |
| 150000 EVERNORTH HEALTH NOTE 4.5% | $102,166 | $97,754 |
| 135000 ORACLE CORP NOTE 3.25% | $125,792 | $129,727 |
| 135000 CITIGROUP INC NOTE 4.45% | $134,001 | $132,921 |
| 135000 ALLY FINANCIAL INC NOTE 5.8% | $141,454 | $135,224 |
| 135000 CIMAREX ENERGY CO NOTE 3.9% | $127,234 | $130,612 |
| 130000 NATIONAL FUEL GAS CO NOTE 7.3 | $142,450 | $130,497 |
| 130000 AMERICAN TOWER CORP NOTE 3.55 | $125,495 | $125,863 |
| 130000 WELLS FARGO & CO DEBENTURE 7. | $146,923 | $135,275 |
| 130000 HOST HOTELS & RESORTS LP NOTE | $130,545 | $129,148 |
| 50000 UNITEDHEALTH GROUP 5.3% | $52,778 | $50,612 |
| 75000 CINTAS CORP NO 2 3.7% | $74,405 | $73,564 |
| 75000 GOLDMAN SACHS INC 3.75% | $73,029 | $74,733 |
| 80000 JPMORGAN CHASE & CO 4.25% | $75,771 | $79,406 |
| 50000 THE CHARLES SCHWAB 3.2% | $47,645 | $47,665 |
| 50000 MASTERCARD INC 2.95% | $45,640 | $46,588 |
| 50000 THE WALT DISNEY CORP 3.8/5 | $46,695 | $47,892 |
| 50000 UNITEDHEALTH GROUP 5.35% | $52,028 | $50,076 |
| 140000 ADVANCE AUTO PARTS NOTE 5.95% | ||
| 140000 AVNET INC NOTE 6.25% 3/15/28 | $140,949 | $143,585 |
| 135000 STATE BANK OF TEXAS DALLAS 3/ | $135,000 | $135,099 |
| 140000 BLUE OWL CAPITAL 2.625% | $128,293 | $131,875 |
| 140000 DXC TECHNOLOGY 2.375% | $122,532 | $126,164 |
| 145000 JEFFERIES FINL GR 5.5% | $145,023 | $145,174 |
| 32000 MORGAN STANLEY VAR 33 7/20/33 | $31,493 | $30,959 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (224 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1620 AMAZON.COM INC COM | $55,329 | $355,412 |
| 5500 VANGUARD DIVIDEND APPRECIATION | $395,060 | $1,077,065 |
| 1500 DIGITL REALTY TRUST INC COM | $96,161 | $265,995 |
| 2900 SPDR PRTFOLIO EMERGING MARKETS | $95,556 | $111,273 |
| 12000 INVESCO INTER DIVIDEND ACHIEVE | $201,010 | $219,720 |
| 4000 APPLE INC COM | $62,462 | $1,001,680 |
| 500 M&T BANK CORPORATION COM | $49,460 | $94,005 |
| 500 ISHARES MSCI INDONESIA ETF | $16,753 | $9,240 |
| 500 CH ROBINSON WORLDWIDE INC COM | $28,760 | $51,660 |
| 1000 GLOBAL X FUNDS GURU INDEX ETF | $20,873 | $49,893 |
| 3000 HUNTINGTON BANCSHARES INC COM | $22,958 | $48,810 |
| 2500 BERKSHIRE HATHAWAY INC DEL CL B | $288,720 | $1,133,200 |
| 1000 ISHARES MSCI MEXICO ETF | $64,800 | $46,820 |
| 1000 NEWMONT MINING CORP COM | $30,010 | $37,220 |
| 2000 ISHARES USA QUALITY FACTOR ETF | $99,820 | $356,160 |
| 1500 AUTODESK INC COM | $52,930 | $443,355 |
| 1000 VANGUARD INTL EQUITY INDEX | $47,500 | $57,410 |
| 1000 INVESCO S&P 500 EQUAL WEIGHT ET | $65,045 | $175,230 |
| 1000 FIRST TRUST US EQUITY OPPORTUNI | $39,295 | $119,510 |
| 600 CAMDEN PPTY TR SH BEN INT | $36,978 | $69,624 |
| 1000 CISCO SYSTEMS INC COM | $23,310 | $59,200 |
| 1500 INVESCO GOLDEN DRAGON CHINA ETF | $44,725 | $39,240 |
| 1000 ORACLE CORP COM | $36,660 | $166,640 |
| 0 AMERIPRISE FINL INC COM | ||
| 0 AMETEK INC NEW COM | ||
| 0 AMPHENOL CORP CL A | ||
| 0 ANSYS INC COM | ||
| 0 AUTOZONE INC COM | ||
| 0 BERRY GLOBAL GROUP INC | ||
| 0 CROWN HLDGS INC COM | ||
| 0 APTIV PLC COM NEW | ||
| 0 FMC CORP COM NEW | ||
| 0 HUBBELL INC CL A | ||
| 0 HUMANA INC COM | ||
| 0 MARRIOTT INTERNATIONAL CL A | ||
| 0 MICROCHIP TECHNOLOGY INC COM | ||
| 0 MONSTER BEVERAGE CORP COM | ||
| 0 PENTAIR PLC SHS | ||
| 0 ROPER TECHNOLOGIES INC | ||
| 0 ROSS STORES INC COM | ||
| 0 SBA COMMUNICATIONS CORP COM | ||
| 0 TRACTOR SUPPLY CO COM | ||
| 500 SSGA ACTIVE ETF TRUST MULTI ASSE | $14,035 | $13,510 |
| 1500 VANGUARD INDEX FUNDS S&P 500 ET | $245,995 | $808,215 |
| 1000 FREEPORT MCMORAN COPPER & GOLD | $32,508 | $38,080 |
| 1000 WEIGHT WATCHERS INTL INC COM | $20,850 | $1,270 |
| 3000 ISHARES CORE HIGH DIVIDEND ETF | $224,860 | $336,780 |
| 1600 VANGUARD FTSE EUROPE ETF | $96,480 | $101,552 |
| 2918 ABERDEEN EMERGING MARKETS | $25,789 | $15,144 |
| 4500 BROOKFIELD REINSURANCE LTD | $68,165 | $258,480 |
| 500 HONEYWELL INTERNATIONAL INC COM | $40,203 | $112,945 |
| 1000 BHP BILLITON LIMITED ADR | $50,421 | $48,830 |
| 0 ZURN WATER SOLUTIONS CORP | ||
| 0 SPROUTS FMRS MKT INC COM | ||
| 400 SOUTH32 LTD ORD | $6,620 | $4,196 |
| 1000 H&E EQUIPMENT SVCS INC COM | $16,950 | $48,960 |
| 500 MARATHON PETE CORP COM | $23,135 | $69,750 |
| 0 EDWARDS LIFESCIENCES CORP COM | ||
| 0 FLEETCOR TECHNOLOGIES INC COM | ||
| 20 ADVANSIX INC | $223 | $570 |
| 700 VANGUARD CRSP US MEGA CAP INDEX | $47,820 | $148,862 |
| 6000 VANGUARD SHORT TERM CORP BOND E | $485,174 | $463,620 |
| 0 MASCO CORP COM | ||
| 0 MSCI INC CL A | ||
| 0 TRANSUNION COM | ||
| 4023 SPDR S&P REGIONAL BANKING ETF | $158,681 | $242,788 |
| 68 TRISURA GROUP LTD COM | $219 | $1,855 |
| 0 ESSENT GROUP LTD COM | ||
| 50 GARRETT MOTION INC COM | $451 | $451 |
| 83 RESIDEO TECHNOLOGIES INC COM | $1,204 | $1,913 |
| 300 TARGET CORP COM | $21,907 | $40,554 |
| 14340 SPDR PORTFOLIO DEVELOPED ETF | $444,661 | $489,424 |
| 400 VANGUARD WORLD FUNDS ENERGY ETF | $37,747 | $48,524 |
| 1000 ABB LTD ADR SPON | $22,184 | $53,710 |
| 4009 LKQ CORP COM | $104,499 | $147,331 |
| 15957 PLAINS GP HOLDINGS LP LTD PART | $100,717 | $293,290 |
| 221 COHERENT CORP | $8,240 | $20,935 |
| 1000 ISHARES TRUST GLOB HLTHCRE | $58,223 | $85,970 |
| 0 CINTAS CORP COM | ||
| 0 COSTAR GROUP INC COM | ||
| 0 DOMINOS PIZZA INC COM | ||
| 0 KEYSIGHT TECHNOLOGIES INC COM | ||
| 0 KLA CORPORATION | ||
| 0 LIVENT CORP COM | ||
| 1000 IRON MOUNTAIN INC COM | $26,542 | $105,110 |
| 0 AVANTOR INC | ||
| 0 CADENCE DESIGN SYS | ||
| 0 CHARLES RIVER LABS | ||
| 0 ENTEGRIS INC | ||
| 0 FIVE BELOW | ||
| 0 IDEX CORP | ||
| 0 MARVELL TECHNOLOGY INC | ||
| 0 ALPHABET INC COM CL C | ||
| 0 DESIGNER BRANDS INC COM CL A | ||
| 0 INGREDION INC COM | ||
| 11285 PATTERSON COMPANIES INC COM | $249,928 | $348,255 |
| 4969 SENSATA TECH HOLDING PLC COM | $217,244 | $136,151 |
| 0 AIA GROUP LTD | ||
| 0 AIR LIQUIDE SPON ADR | ||
| 0 ALCON INC | ||
| 0 ALIBABA GROUP HLDG LTD | ||
| 0 ALNYLAM PHARMACEUTICALS | ||
| 0 AMADEUS IT GROUP SA | ||
| 0 ASML HLDGS NV | ||
| 0 ASSA ABLOY AB | ||
| 0 ASTRAZENECA PLC IAM CO | ||
| 0 BAE SYSTEMS PLC | ||
| 0 BANCO SANTANDER SA | ||
| 0 BHP GROUP LTD | ||
| 0 BROOKFIELD ASSET MGM CL A | ||
| 1132 BROOKFIELD ASSET MGM CL A | $17,464 | $61,343 |
| 0 CANADIAN NATL RAILWAY | ||
| 0 CHIPOTLE MEXICAN GRILL | ||
| 0 CHUBB LTD | ||
| 0 COMPASS GROUP SPON ADR | ||
| 0 DAIKIN INDUSTRIES SPON ADR | ||
| 0 DBS GROUP HOLDINGS LIM | ||
| 0 DIAGEO PLC SPON ADR | ||
| 0 EQUINOR ASA SPON ADR | ||
| 0 FANUC LTD JAPAN SPON ADR | ||
| 0 FLOOR & DCOR HOLDINGS | ||
| 0 FOMENTO ECONOMICO MEXI | ||
| 0 HDFC BK LTD | ||
| 0 HOWMET AEROSPACE INC | ||
| 0 ICON PLC | ||
| 0 INGERSOLL RAND INC | ||
| 0 INTERCONTINENTAL HOTELS | ||
| 0 JULIUS BAER GROUP LTD | ||
| 0 LLOYDS BANKING GROUP SPON ADR | ||
| 0 LONDON STOCK EXCHANGE SPON ADR | ||
| 0 LVMH MOET HENNESSY LOU SPON ADR | ||
| 0 MERCADOLIBRE INC | ||
| 0 NIDEC CORP SPON ADR | ||
| 0 NOVARTIS AG SPON ADR | ||
| 0 OSHKOSH TRUCK CORP | ||
| 0 REGAL REXNORD CORP | ||
| 0 SHELL UNSPON ADR | ||
| 0 SIEMENS AG SPON ADR | ||
| 0 SONY GROUP CORP SPON ADR | ||
| 0 SYMRISE AG SPON ADR | ||
| 0 SYSMEX CORP SPON ADR | ||
| 0 TAIWAN SEMICONDUCTOR SPON ADR | ||
| 0 TENCENT HOLDINGS UNSPON ADR | ||
| 0 TOKIO MARINE HOLDINGS SPON ADR | ||
| 0 US FOODS HOLDING CORP | ||
| 0 VESTAS WIND SYS AS UTD SPON ADR | ||
| 0 YUM CHINA HOLDINGS INC | ||
| 5886 ABM INDUSTRIES INC COM | $276,235 | $301,245 |
| 4222 NATIONAL RETAIL PROPERTIES INC | $176,812 | $172,469 |
| 8230 SCHNEIDER NATIONAL INC COM CL B | $211,055 | $240,974 |
| 5002 VERIZON COMMUNICATIONS COM | $276,360 | $200,030 |
| 0 WESTERN DIGITAL CORP COM | ||
| 750 BLACKSTONE MORTGAGE TRUST INC CO | $21,973 | $13,057 |
| 31 BROOKFIELD ASSET MGMT REINS PA CO | $1,563 | $1,781 |
| 600 COCA COLA CO | $34,199 | $37,356 |
| 1000 HANNON ARMSTRONG SUSTAINABLE I | $45,356 | $26,830 |
| 1000 JEFFERIES FINANCIAL GROUP INC C | $31,488 | $78,400 |
| 2000 VANGUARD INTER TERM TREAS | $133,730 | $116,000 |
| 2511 VANGUARD SHRT TRM CORP BD ETF | $208,538 | $195,883 |
| 668 CORPAY INC COM | $150,548 | $226,065 |
| 0 ACI WORLDWIDE INC COM | ||
| 2269 GLOBAL PAYMENTS INC COM | $263,850 | $254,264 |
| 3193 COGNIZANT TECHNOLOGY COM CL A | $169,953 | $245,542 |
| 0 AGILENT TECHNOLOGIES | ||
| 0 AIRBUS GROUP SPON ADR | ||
| 0 ALIGN TECHNOLOGY INC | ||
| 0 CENCORA INC | ||
| 0 ARES MANAGEMENT CORP CL A | ||
| 0 CHENIERE ENERGY INC | ||
| 0 DIAMONDBACK ENERGY | ||
| 0 FERRARI NV | ||
| 0 HEIDELBERGCEMENT AG SPON ADR | ||
| 0 LIVE NATION ENTERTAINMENT | ||
| 0 TOYOTA MOTOR CORP SPON ADR | ||
| 0 ULTA BEAUTY INC | ||
| 0 VEEVA SYSTEMS INC CL A | ||
| 0 WASTE CONNECTIONS INC | ||
| 361 WOODSIDE ENERGY GROUP | $2,497 | $5,632 |
| 50 ACCELLERON INDUSTRIES AG ADR UNSP | $683 | $2,545 |
| 200 AMAZON.COM INC COM | $28,120 | $43,878 |
| 100 GOLDMAN SACHS GROUP INC COM | $33,479 | $57,262 |
| 500 MR COOPER GROUP INC COM | $20,595 | $48,005 |
| 500 CITIZENS FINL GROUP INC COM | $18,845 | $21,880 |
| 750 GENCO SHIPPING & TRADING LTD COM | $14,458 | $10,455 |
| 200 GILEAD SCIENCES INC COM | $11,600 | $18,474 |
| 200 INTERNATIONAL BUSINESS MACHINE C | $26,748 | $43,966 |
| 1000 WISDOMTREE EMERG MKTS HIGH INCO | $50,845 | $40,490 |
| 25085 UBS ETRCS ALRIAN MLP | $404,370 | $631,678 |
| 0 ACADEMY SPORTS & OUTDOOR | ||
| 0 BIO-RAD LABS INC | ||
| 0 CHECK POINT SOFTWARE | ||
| 0 COPART INC | ||
| 0 CROWDSTRIKE HLDGS INC | ||
| 0 DATADOG INC | ||
| 0 DEXCOM INC | ||
| 0 GE HEALTHCARE TECHNOLOGIES | ||
| 0 HUBSPOT INC | ||
| 0 LAMB WESTON HOLDINGS INC | ||
| 0 ON SEMICONDUCTORS CO | ||
| 0 RECKITT BENCKISER GROUP | ||
| 0 REVVITY INC | ||
| 0 SAIA INC | ||
| 0 SANDOZ GROUP | ||
| 0 SHISEIDO LTD | ||
| 0 THE TRADE DESK INC | ||
| 0 TRADEWEB MKTS INC | ||
| 0 WESCO INTERNATIONAL | ||
| 0 ZSCALER INC | ||
| 117 VITESSE ENERGY INC | $1,503 | $2,925 |
| 7020 KRAFT HEINZ CO | $221,763 | $215,584 |
| 10222 ANTERO RESOURCES CORPORATION | $237,885 | $358,281 |
| 5066 QUIDELORTHO CORP | $315,707 | $225,690 |
| 5345 PFIZER INC | $234,038 | $141,803 |
| 3930 CHARLES SCHWAB CORP COM | $229,820 | $290,859 |
| 908 THE CIGNA GROUP | $231,551 | $250,735 |
| 4606 TYSON FOODS INC | $271,946 | $264,569 |
| 0 LUMENTUM HLDGS INC | ||
| 4575 NUTRIEN LTD | $238,682 | $204,731 |
| 5370 ADVANCE AUTO PARTS | $344,813 | $253,947 |
| 4150 LAMB WESTON HOLDINGS INC | $248,951 | $277,344 |
| 1485 AFFILIATED MANAGERS GROUP | $257,792 | $274,606 |
| 6690 ULTRA CLEAN HLDGS INC | $237,225 | $240,505 |
| 11815 DOUBLEVERIFY HLDGS INC | $241,071 | $226,966 |
| 1295 TELEFLEX INC | $242,497 | $230,484 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,021,738 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $973,088 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (39 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 118685.843 CIBC DISCIPLINED EQUITY | AT COST | $2,129,094 | $3,691,130 |
| 32114.319 CIBC ATLAS INCOME OPPORTUN | AT COST | $443,080 | $504,195 |
| 37469.446 CIBC ATLAS INTERNATIONAL | AT COST | $454,472 | $483,356 |
| 47036.581 CIBC ATLAS MID CAP EQUITY | AT COST | $892,799 | $919,095 |
| 4890.218 VANGUARD SMALL CAP INDEX AD | AT COST | $520,987 | $563,157 |
| 21848.149 VIRTUS MERGER INVESTOR | AT COST | $350,000 | $374,477 |
| 4875.67 BLACKROCK GLBL ALLOCATION CL | AT COST | $100,000 | $90,346 |
| 11891.46 AMG YACKTMAN FUND SERVICE C | AT COST | $267,824 | $266,012 |
| 7545.881 MATTHEWS INTL FDS ASIA DIVI | AT COST | $120,363 | $106,246 |
| 133383.625 PACE INTERNATIONAL EQUITY | AT COST | $2,083,913 | $2,131,470 |
| 101724.126 PACE LARGE CO VALUE EQUIT | AT COST | $1,932,052 | $2,050,758 |
| 71950.42 PACE SMALL/MEDIUM CO GROWTH | AT COST | $1,056,696 | $1,087,171 |
| 61708.852 PACE GLOBAL REAL ESTATE SE | AT COST | $433,898 | $382,595 |
| 112101.734 PACE ALTERNATIVE STRATEG | AT COST | $1,207,157 | $1,173,705 |
| 129330.023 PACE LARGE CO GROWTH EQUI | AT COST | $2,417,174 | $2,338,287 |
| 68019.062 PACE SMALL/MEDIUM CO VAL | AT COST | $1,187,994 | $1,171,968 |
| 14855.907 TWEEDY BROWNE GLOBAL VALUE | AT COST | $389,654 | $379,568 |
| 1385.042 JANUS FUNDS HENDERSON EURO | AT COST | $50,000 | $61,801 |
| 10477.4 VANGUARD TOTAL STOCK MKT IND | AT COST | $500,000 | $1,477,628 |
| 14394.632 WASATCH GLOBAL VALUE INV | AT COST | $168,754 | $129,408 |
| 10380.023 PIMCO FUNDS DYNAMIC BOND A | AT COST | $114,844 | $103,593 |
| 0 PACE INTERMEDIATE FIXED IN | AT COST | ||
| 0 PACE STRATEGIC FIXED INCOM | AT COST | ||
| 0 PACE HIGH YIELD INVESTMENT | AT COST | ||
| 7487.068 VANGUARD TOTAL INTL BOND IN | AT COST | $150,000 | $146,971 |
| 53807.773 JOHN HANCOCK FUNDS III DIS | AT COST | $1,147,219 | $1,450,119 |
| 8324.902 TETON WESTWOOD MIGHTY MITES | AT COST | $194,356 | $132,033 |
| 7071.004 VANGUARD CORE BOND ADMIRAL | AT COST | $150,000 | $125,157 |
| 135562.73 SCHWAB TREASURY OBLIGATION | AT COST | $135,563 | $135,563 |
| 0 SCHWAB FUNDS TREA OBLIGATI | AT COST | ||
| 2441 SCHWAB GOVT MONEY | AT COST | $244,100 | $244,100 |
| 75000 SCHWAB TREASURY OBLIG MONEY | AT COST | $75,000 | $75,000 |
| 1395 UBS GOVT MONEY MARKET FD CL P | AT COST | $1,395,000 | $1,395,000 |
| 38812.483 SEAFARER OVERSEAS GR & INC | AT COST | $469,353 | $451,001 |
| 0 ISHARES TRUST IBONDS DEC 2024 T | AT COST | ||
| WALTON US LAND FUND 5 LP CL A NSA | AT COST | $138,003 | $245,355 |
| MINERAL INTEREST - WALTON CO, FL | AT COST | $5,500 | $5,830 |
| MINERAL INTEREST - KIT CARSON CO, CO | AT COST | $115 | |
| ORRI - CHEROKEE CO, TEXAS | AT COST | $1 | $2,054 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE AND OFFICE EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $7,788 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $7,788 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| FOUNDATION ASSOC. MEMBERSHIP | $1,735 | $1,735 | |
| INSURANCE | $4,326 | $4,326 | |
| PARTNERSHIP PORTFOLIO DEDUCTI | $353 | $353 | |
| BROKER ACCOUNT FEES | $301 | $301 | |
| BANK CHARGES | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PELES LLC | $411 | $411 |
| WALTON US LAND FUND 5 LP-K-1 | $31 | $31 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $230,594 | Amt |
| Net Investment Income | $230,594 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PROPERTY TAXES | $55 | $55 |
| EXCISE TAX ON INVESTMENT INCOME | $23,504 | |
| FOREIGN DIVIDEND TAX WITHHELD | $15,994 | $15,994 |