2023-11-15T13:21:29-06:00 2022-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2022-01-01 811718705 Congaree Foundation CONG 7135803200 1375 Enclave Parkway Houston TX 77077 Paige Larrabee Secretary 7135803200 2023-11-15 0 Paige Larrabee 999009999 0 Barbara Murphy P01386215 7134395739 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Marcus A Watts 1375 Enclave Parkway Houston TX 77077 3631013 0 X congareefoundation.org X 2016 TX To promote education, relieve poverty and provide assistance to disadvantaged young people. 3 1 12 5 2468 0 3500047 2925625 161503 194705 3887 87863 86678 177578 3752115 3385771 160000 53399 0 0 95723 101383 0 0 0 884068 1105997 1139791 1260779 2612324 2124992 11096906 13383355 252356 413813 10844550 12969542 To undertake activities to promote education, relieve poverty and provide assistance to disadvantaged young people. 0 0 994716 53399 194705 The Congaree Foundation's purpose is to positively impact the lives of young people, locally and around the globe, by providing educational and vocational opportunities through the game of golf.The Congaree Foundation hosts the Congaree Global Golf Initiative to help academically committed and talented young golfers with limited resources expand their options and access to post-secondary education and athletic scholarships. The Foundation partners with community nonprofits and local golf organizations to offer golf instruction, workforce training opportunities and support programs to young people and families in the South Carolina Lowcountry. 994716 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 23 0 1 12 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 3 1 1 0 0 0 1 1 0 1 1 1 0 1 1 1 1 0 0 1 0 0 SC X Brianne Lee 7135803200 1375 Enclave Parkway Houston TX 77077 Marcus A Watts President & Director 0.50 40.00 X X 0 150001 0 Scott Schwinger Vice President & Director 0.50 0.00 X X 0 0 0 Eric F Williamson Director 0.50 40.00 X 0 150001 0 Ben Grady Executive Director 40.00 0.00 X 0 83147 0 Paige Larrabee Secretary 0.50 40.00 X 0 150001 0 Sandra Sena Treasurer 1.00 40.00 X 0 150001 0 0 683151 0 0 0 1 0 Congaree Golf Partners LLC 1375 Enclave Parkway Houston TX 77077 Consulting 191513 1 2925625 239658 2925625 Membership fees 713910 131408 131408 Tournament & others 713910 63297 63297 194705 86430 86430 175110 0 175110 175110 175110 241091 239658 1433 1433 1433 8052 5584 2468 2468 3385771 194705 2468 262973 X 53399 53399 93459 93459 7924 7924 2585 2585 3000 3000 385942 320923 65019 105891 105891 46280 46280 2245 2245 275870 275870 81159 81159 46236 46236 32 32 62231 62231 41011 41011 Repairs 20994 20994 Transportation 10490 10490 Supplies 9672 9672 Equipment expense 5150 5150 7209 7209 1260779 994716 266063 0 3250020 5212877 5658069 5966381 5684 65579 256 256 6022 2315060 182820 2182877 2132240 11096906 13383355 252356 413813 252356 413813 X 10829550 12954542 15000 15000 10844550 12969542 11096906 13383355 2124992 0 X 0 0 0 X 1969312 2387824 1546096 3500047 2925625 12328904 1969312 2387824 1546096 3500047 2925625 12328904 252886 12076018 29765 85217 60286 85211 261540 522019 2327 2468 4795 12855718 356208 0.93930 0.84530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2303466 179652 2123814 11594 3168 8426 2132240 Europe (Including Iceland & Greenland) 0 1 Program services Golf camp 55070 0 1 0 0 0 1 55070 0 55070 0 0 0 0 0 0 Part III Accounting Method: 1 Boys and Girls Clubs 10 Pinckney Colony Road Suite 103 Bluffton SC 29909 570811876 501(c)(3) 35000 0 Launch Program Harmon Family Foundation 1806b Nantucket Dr Houston TX 77057 760398243 501(c)(3) 15000 0 General support 2 0 Part I, Line 2: Congaree Foundation requires board approval for charitable contributions over $5,000. Congaree Foundation requires grantees over $5,000 to provide annual reports and explanation on how Congaree Foundation funds have been used. Prior to granting any funds, Congaree Foundation exercises a due diligence process and reviews potential grantee organization's Form 990s, W-9s, board composition and other documents that provide indications of the health and operations of the organization. X X 0 1 0 0 0 0 0 0 0 Marcus A Watts President & Director 0 150001 0 0 0 0 0 0 0 0 0 150001 0 0 Paige Larrabee Secretary 0 150001 0 0 0 0 0 0 0 0 0 150001 0 0 Sandra Sena Treasurer 0 150001 0 0 0 0 0 0 0 0 0 150001 0 0 Eric F Williamson Director 0 150001 0 0 0 0 0 0 0 0 0 150001 0 0 Part I, Line 3 The Congaree Foundation Board of Directors determined the appropriate compensation for Congaree Foundation's Executive Director. The compensation was determined using the Exponent Philanthropy Foundation Operations and Management report. Exponent is a philanthropy serving organization, and their report is highly regarded in the field. Part I, Line 4b Paige B. Larrabee received a distribution from a non-qualified compensation plan of $30,227. X 8 239658 FMV 0 0 0 Form 990, Part VI, Section A, line 2 Marcus A. Watts and Eric Williamson have a business relationship with one another. Form 990, Part VI, Section A, line 6 The members of the Foundation are those persons who then qualify as "Founding Members" of Congaree Golf Partners, LLC, a Texas limited liability company, each acting through its "Founding Member Principal or, in the event of the death of the Founding Member Principal, through the "Principal" of such Founding Member. Form 990, Part VI, Section A, line 7a The Members shall elect the members of the Board in accordance with Article IV of these Bylaws. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by the Tax Director, the Director of TFG, the TFG VP-CLO and Tax Manager, and the Executive Director. Emails are sent to accounting, legal, and payroll departments to ask for assistance with some of the questions. A copy of the return is provided to all current members of the governing board. Form 990, Part VI, Section B, line 12c A conflict of interest policy (the "policy") with an effective date of January 27, 2016 was adopted by unanimous written consent of the Board of Directors. The entity monitors and enforces compliance with the policy by requiring directors and officers to sign annual statements affirming their receipt of a copy of the policy, that the policy has been read and understood, and that the policy and purpose of the organization's activities will be complied with. In addition, periodic reviews are conducted to ensure operations are conducted in a manner consistent with the organization's charitable purposes and to ensure that the organization does not engage in activities that could jeopardize its tax-exempt status. Form 990, Part VI, Section B, line 15a The Congaree Foundation Board of Directors determined the appropriate compensation for Congaree Foundation's Executive Director. The compensation was determined using the Exponent Philanthropy Foundation Operations and Management report. Exponent is a philanthropy serving organization, and their report is highly regarded in the field. Form 990, Part VI, Section C, line 19 The organization makes its governing documents and financial statements available to the public upon written request. Form 990, Part VII Contact Addresses for Officers, Directors, Etc Scott Schwinger - 109 N. Post Oak Lane, Suite 600, Houston, TX 77024. Form 990, Part IX, line 11g Other professional fees: Management and general expenses 65,019. Total expenses 65,019. CGGI program coordinator: Program service expenses 62,697. Total expenses 62,697. CGGI program participant fees: Program service expenses 66,713. Total expenses 66,713. Consulting: Program service expenses 191,513. Total expenses 191,513. Sergeant Jasper LLC 1375 Enclave Parkway Houston TX 77077 861415944 Municipal golf facility TX 236973 70503 Congaree Foundation Congaree Golf Partners LLC 1375 Enclave Parkway Houston TX 77077 465491258 Golf Club TX N/A N/A 0 0 Iconic Properties LLC 1375 Enclave Parkway Houston TX 77077 472406839 Hotel DE N/A N/A 0 0 Friedkin Companies Inc 1375 Enclave Parkway Houston TX 77077 741978362 Corporate Svc TX N/A S 0 Pursuit Holdings LLC 1375 Enclave Parkway Houston TX 77077 814462377 Holding Company DE N/A S 0 The Friedkin Group Inc 1375 Enclave Parkway Houston TX 77077 275549425 Holding Company TX N/A S 0 AS Roma Srl Piazzale Dino Viola 1 Roma IT 00128 981705549 Spectator Sports IT N/A C 0 NEEP Roma Holdings Srl Viale Tolstoj 4 Roma IT 00144 981706042 Investments IT N/A C 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 1 0 0 0 Congaree Golf Partners LLC K 202090 Cash Congaree Golf Partners LLC M 191513 Cash Congaree Golf Partners LLC P 470903 Cash