FRED AND MABEL R PARKS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FRED AND MABEL R PARKS FOUNDATION (EIN 76-0122692)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-06
- IRS object ID
- 202231269349100803
- Schema version
- 2021v4.0
- 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 | 2022-05-06T06:02:03-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760358346 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES G MCCLELLAN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12926 DAIRY ASHFORD STE 100 | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-05-05 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | MCCLELLAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES G MCCLELLAN | PreparerPersonNm |
| PTIN | P00047647 | PTIN |
| Phone | 2812400330 | PhoneNum |
| Preparation | 2022-05-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $50,823,609 | 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 | $481 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $481 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,089,707 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,089,707 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,230,429 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,343,525 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,230,429 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $594 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $594 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,321,211 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,321,211 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $94,758 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $71,108 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $23,650 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $247,492 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $247,492 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $71,359 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,501 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $23,325 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $23,325 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $146,897 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,405 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,498 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $583,831 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $331,506 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,473 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,488,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,488,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,071,831 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $331,506 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,540,473 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,249,380 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,989,705 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,708 | CashBOYAmt |
| Cash EOY | $7,851 | CashEOYAmt |
| Cash EOYFMV | $7,851 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,199,289 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,739,521 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,739,521 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,479 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,089 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,089 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $712,759 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $587,964 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $612,101 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,807,447 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,473,615 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,341,425 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,560,355 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,839,356 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,876,016 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $18,119,977 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,005,998 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,242,606 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,787 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,787 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $36,409,014 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,658,394 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,823,609 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $36,409,014 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,658,394 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,409,014 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,658,394 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,409,014 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,658,394 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,409,014 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,249,380 | ExcessRevenueOverExpensesAmt |
| Subtotal | $40,658,394 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $40,658,394 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| TD AMERITRADE 2 - S/T | P | $742 | $2 | $740 | $740 |
| TD AMERITRADE 2 - L/T | P | $55,884 | $8,710 | $47,174 | $47,174 |
| TD AMERITRADE 1 - S/T | P | $1,578,002 | $1,336,456 | $241,546 | $241,546 |
| TD AMERITRADE 1 - L/T | P | $4,975,931 | $3,285,425 | $1,690,506 | $1,690,506 |
| UBS FINANCIAL - S/T | P | $70,663 | $71,731 | -$1,068 | -$1,068 |
| UBS FINANCIAL - L/T | P | $1,173,066 | $1,126,353 | $46,713 | $46,713 |
| CHARLES SCHWAB - S/T | P | $437,383 | $320,688 | $116,695 | $116,695 |
| CHARLES SCHWAB - L/T | P | $3,236,963 | $1,963,731 | $1,273,232 | $1,273,232 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,230,429 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $83,257 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $83,257 | SubtotalAmt |
| Tax Based On Investment Income | $83,257 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $59,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $59,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $24,257 | 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 | $92,508 | $0 | $0 |
| ANN PARKS STALLINGS | ||||||||
| 12926 DAIRY ASHFORD STE 130 | SUGAR LAND | TX | 77478 | VICE PRES. | 000.00 | $750 | $0 | $0 |
| DEBRA MARFIN | ||||||||
| 12926 DAIRY ASHFORD STE 130 | SUGAR LAND | TX | 77478 | VICE PRES. | 000.00 | $750 | $0 | $0 |
| VIRGINIA MCCLINTOCK | ||||||||
| 12926 DAIRY ASHFORD STE 130 | SUGAR LAND | TX | 77478 | SECRETARY | 000.00 | $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 | $112,714 |
| JAMES G MCCLELLAN CPA | |||||
| 12926 DAIRY ASHFORD 100 | SUGAR LAND | TX | 77478 | INVSTMT ADV/TAX | $92,508 |
| CIBC PRIVATE WEALTH MGMT | |||||
| 11 E GREENWAY PLAZA 2625 | HOUSTON | TX | 77046 | INVSTMT ADVISOR | $71,964 |
| GOODMAN FINANCIAL CORP | |||||
| 5177 RICHMOND AVE 700 | HOUSTON | TX | 77056 | INVSTMT ADVISOR | $62,814 |
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 | $43,896,122 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,954,393 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,378 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,865,893 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $48,865,893 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $732,988 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,132,905 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,406,645 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,406,645 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $83,257 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $83,257 | TotalTaxAmt |
| Distributable Before Adj | $2,323,388 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,323,388 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,323,388 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,540,473 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,540,473 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,323,388 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $253,155 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,540,473 | QualifyingDistributionsAmt |
| Applied To Year1 | $253,155 | AppliedToYear1Amt |
| Applied To Current Year | $1,287,318 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,036,070 | 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 (103 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 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 | $20,000 | EQUESTRIAN CENTER |
| UNIVERSAL DOOR MEDIATION CENTER | ||||||||
| 15202 DORA LANE | SUGAR LAND | TX | 77498 | N/A | PUBLIC | PROGRAM SUPPORT | $2,500 | |
| 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 | ||||||||
| 306 MCELHINNEY HALL | HOUSTON | TX | 772045035 | N/A | PUBLIC | HILTON HOTEL WINE LECTURE SERIES | $10,000 | |
| COMMUNITIES IN SCHOOLS HOUSTON | ||||||||
| 1235 NORTH LOOP WEST 300 | HOUSTON | TX | 77008 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| UNIVERSITY OF HOUSTON ALUMNI ASSOC | ||||||||
| 3100 CULLEN BLVD | HOUSTON | TX | 772046000 | N/A | PUBLIC | ATHLETIC ALLIANCE SCHOLARSHIPS | $10,000 | |
| THE CHILDRENS FUND | ||||||||
| 5773 WOODWAY DR 189 | HOUSTON | TX | 77057 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| KICKSTART KIDS | ||||||||
| 10222 WESTHEIMER | HOUSTON | TX | 77042 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| BLUE CURE FOUNDATION | ||||||||
| PO BOX 130862 | HOUSTON | TX | 77219 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| FORT BEND HISTORY ASSOCIATION | ||||||||
| PO BOX 460 | RICHMOND | TX | 774060012 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| GALVESTON HISTORICAL FOUNDATION | ||||||||
| 2002 STRAND | GALVESTON | TX | 77550 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| FOUNDATION FOR PSP CBD & RELATED | ||||||||
| 1216 BROADWAY 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC | PSP RESEARCH PROGRAM | $50,000 | BRAIN DISORDERS |
| LEHIGH UNIVERSITY ENDOWMENT | ||||||||
| 306 S NEW ST 500 | BETHLEHEM | PA | 180151652 | N/A | PUBLIC | ENDOWMENT | $25,000 | |
| BIRTHDAY BASH | ||||||||
| PO BOX 56382 | HOUSTON | TX | 77256 | N/A | PUBLIC | PROGRAM SUPPORT | $2,000 | |
| GIRL SCOUTS OF SAN JACINTO COUNCIL | ||||||||
| 3110 SOUTHWEST FREEWAY | HOUSTON | TX | 770984508 | N/A | PUBLIC | OUTREACH PROGRAM SUPPORT | $15,000 | |
| UNIVERSITY OF HOUSTON-SUGAR LAND | ||||||||
| 14000 UNIVERSITY BLVD | SUGAR LAND | TX | 77479 | N/A | PUBLIC | NURSING PROGRAM | $10,000 | |
| CHILDRENS CRANIOFACIAL ASSOCIATION | ||||||||
| 13140 COIT RD 517 | DALLAS | TX | 75240 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| 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 | $5,000 | EDUCATION & SERVICES |
| BETHESDA LUTHERAN HOMES AND | ||||||||
| 18937 KZ RD | CYPRESS | TX | 774334355 | N/A | PUBLIC | COMMUNITY LIFE CENTER | $10,000 | SERVICES |
| THE PARKS YOUTH RANCH INC | ||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FORT BEND YMCA | ||||||||
| 4433 CARTWRIGHT RD | MISSOURI CITY | TX | 77459 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| 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 | |
| BRIARWOOD SCHOOL | ||||||||
| 12207 WHITTINGTON ROAD | HOUSTON | TX | 77077 | N/A | PUBLIC | TUITION ASSISTANCE PROGRAM | $25,000 | |
| CHABAD OF SUGAR LAND | ||||||||
| 4501 CARTWRIGHT RD 470 | MISSOURI CITY | TX | 77459 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| THE CENTER FOUNDATION | ||||||||
| 3550 WEST DALLAS | HOUSTON | TX | 77019 | N/A | PUBLIC | HEALTH SERVICES PROGRAM | $10,000 | |
| CULLINAN PARK CONVERSANCY | ||||||||
| ADDICKS HOWELL RD | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| TEXAS CHILDRENS HOSPITAL | ||||||||
| 6621 FANNIN | HOUSTON | TX | 77030 | N/LA | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| TENDERFEET FOUNDATION | ||||||||
| PO BOX 451 | WILDER | VT | 05088 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| UNITED WAY OF GREATER HOUSTON | ||||||||
| 50 WAUGH DR | HOUSTON | TX | 77007 | N/A | PUBLIC | BRIGHT BEGINNINGS PROGRAM | $10,000 | |
| YOUTH IN PHILANTHROPY-FORT BEND | ||||||||
| 445 COMMERCE GREEN BLVD | SUGAR LAND | TX | 77478 | N/A | PUBLIC | GRANT FOR SCHOLARSHIPS | $20,000 | FORWARD |
| CASA DE ESPERANZA | ||||||||
| 2911 CORDER ST BLDG A | HOUSTON | TX | 77054 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LITERACY COUNCIL OF FORT BEND | ||||||||
| 12530 EMILY CT | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| TW DAVIS YMCA | ||||||||
| 911 THOMPSON ROAD | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| GIGIS PLAYHOUSE | ||||||||
| 13003 SW FREEWAY 170 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| PO BOX 1032 | RICHMOND | TX | 77406 | N/A | PUBLIC | CASA HOME TOUR | $50,000 | |
| BLESSED BE HOPE FOR THREE | ||||||||
| 10200 W AIRPORT BLVD 100 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| THE HARRIS SCHOOL | ||||||||
| 6210 ROOKIN ST | HOUSTON | TX | 77074 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| 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 | $5,000 | |
| HOUSTON METHODIST HOSPITAL | ||||||||
| PO BOX 4384 | HOUSTON | TX | 772104384 | N/A | PUBLIC | NURSING PROGRAMS | $10,000 | FOUNDATION |
| HOUSTON ALUMNAE PANHELLENIC | ||||||||
| 5868 A-1 WESTHEIMER RD | HOUSTON | TX | 770575641 | N/A | PUBLIC | COLLEGE SCHOLARSHIPS | $5,000 | FOUNDATION |
| FORT BEND REGIONAL COUNCIL OF | ||||||||
| 10435 GREENBOUGH 250 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | SUBSTANCE ABUSE |
| BIG BROTHERS BIG SISTERS | ||||||||
| 450 JOHN CARPENTER FWY | IRVING | TX | 75062 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HOUSTON FOOD BANK | ||||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| BOYS AND GIRLS CLUB | ||||||||
| 3110 5TH ST | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 1907 HOLCOMBE BLVD | HOUSTON | TX | 77030 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| PRESBYTERIAN CHILDRENS HOMES & | ||||||||
| 7880 SAN FELIPE 111 | HOUSTON | TX | 77063 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | SERVICES |
| CAMP HOPE PTSD FOUNDATION OF | ||||||||
| 9724 DERRINGTON RD | HOUSTON | TX | 77064 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | AMERICA |
| ACHIEVE FORT BEND | ||||||||
| PO BOX 3322 | SUGAR LAND | TX | 774873322 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| THE ROSE | ||||||||
| 5420 W LOOP SOUTH 3300 | BELLAIRE | TX | 77401 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| OAKBEND MEDICAL CENTER | ||||||||
| 1705 JACKSON ST | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BLESSED BE HOPE FOR THREE | ||||||||
| 10200 W AIRPORT BLVD 100 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| CITY WIDE CLUB | ||||||||
| 3229 HADLEY ST | HOUSTON | TX | 77004 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| CAN CARE | ||||||||
| 9575 KATY FWY 428 | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| NIGHT COURT | ||||||||
| 600 TRAVIS STREET | HOUSTON | TX | 77002 | N/A | PUBLIC | ANNUAL NIGHT COURT EVENT | $3,000 | |
| IMPACT A HERO | ||||||||
| 2929 MCKINNEY ST | HOUSTON | TX | 77003 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| 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 | BUILDING FUND | $10,000 | |
| VOLUNTEER INTERFAITH CAREGIVERS | ||||||||
| 5001 BELLAIRE BLVD | BELLAIRE | TX | 77401 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| LIFEHOUSTON | ||||||||
| 2002 S WAYSIDE DR 113 | HOUSTON | TX | 77023 | N/A | PUBLIC | FEEDING HUNGRY BABIES PROGRAM | $5,000 | |
| CHRISTUS FOUNDATION FOR HEALTHCARE | ||||||||
| 2615 FANNIN | HOUSTON | TX | 77002 | N/A | PUBLIC | IMMUNIZATION PROGRAM | $10,000 | |
| ACCESS HEALTH | ||||||||
| 400 AUSTIN ST | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $40,000 | |
| UNIVERSITY OF HOUSTON-SUGAR LAND | ||||||||
| 14000 UNIVERSITY BLVD | SUGAR LAND | TX | 77479 | N/A | PUBLIC | NURSING SCHOOL SCHOLARSHIPS | $25,000 | |
| CHILDRENS MUSEUM HOUSTON AT SL | ||||||||
| 198 KEMPNER | SUGAR LAND | TX | 77498 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| HOUSTON MUSEUM OF NATURAL SCIENCE | ||||||||
| 13016 UNIVERSITY BLVD | SUGAR LAND | TX | 77479 | N/A | PUBLIC | SCIENCE PROGRAMS & TECH HALL EXHIBIT | $20,000 | SUGAR LAND |
| HABITAT FOR HUMANITY | ||||||||
| 3750 N MCCARTY | HOUSTON | TX | 77029 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BEL INIZIO INC | ||||||||
| 7710 DEL REY LN | HOUSTON | TX | 77071 | N/A | PUBLIC | PROGRAM SUPPORT | $3,000 | |
| BETHEL MINISTRIES | ||||||||
| 3015 5TH ST | STAFFORD | TX | 77477 | N/A | PUBLIC | PROJECT SMILE | $5,000 | |
| FORT BEND FAMILY PROMISE | ||||||||
| 4645 CARTWRIGHT RD | MISSOURI CITY | TX | 77459 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| IMPACT A HERO | ||||||||
| 2929 MCKINNEY ST | HOUSTON | TX | 77003 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| MAMIE GEORGE CENTER-CATHOLIC | ||||||||
| 1111 COLLINS RD | RICHMOND | TX | 77469 | N/LA | PUBLIC | PROGRAM SUPPORT | $10,000 | CHARITIES |
| FORT BEND WOMENS CENTER | ||||||||
| PO BOX 183 | RICHMOND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| UNIVERSITY OF HOUSTON-CLEAR LAKE | ||||||||
| 2700 BAY AREA BLVD | HOUSTON | TX | 77058 | N/A | PUBLIC | CENTER FOR AUTISM | $10,000 | |
| CHRISTIAN COMMUNITY SERVICE CNETER | ||||||||
| 3230 MERCER | HOUSTON | TX | 77027 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| ATTACK POVERTY | ||||||||
| 3737 GREENBRIAR DR 100 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| LITERACY COUNCIL OF FORT BEND | ||||||||
| 12530 EMILY CT | SUGAR LAND | TX | 77478 | N/A | PUBLIC | 2023 READING BETWEEN THE WINES | $25,000 | |
| PARKS YOUTH RANCH | ||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $50,000 | |
| TEXAS HEARING INSTITUTE | ||||||||
| 3100 SHENANDOAH ST | HOUSTON | TX | 77021 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| THE WAY HOME ADOPTION INC | ||||||||
| PO BOX 10182 | HOUSTON | TX | 77206 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| SOUTH TEXAS COLLEGE OF LAW HOUSTON | ||||||||
| 1303 SAN JACINTO ST | HOUSTON | TX | 770027006 | N/A | PUBLIC | SCHOLARSHIPS | $100,000 | |
| IMPACT A HERO | ||||||||
| 2929 MCKINNEY ST | HOUSTON | TX | 77003 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BLUE CURE FOUNDATION | ||||||||
| PO BOX 130862 | HOUSTON | TX | 77219 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| PARKS YOUTH RANCH | ||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $7,500 | |
| HOLOCAUST MUSEUM HOUSTON | ||||||||
| 5401 CAROLINE STREET | HOUSTON | TX | 77004 | N/A | PUBLIC | PROGRAM SUPPORT | $50,000 | |
| MEALS ON WHEELS MONTGOMERY COUNTY | ||||||||
| 111 SOUTH 2ND STREET | CONROE | TX | 77301 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| REDEEMER LUTHERAN SCHOOL | ||||||||
| 1500 W ANDERSON LANE | AUSTIN | TX | 78757 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| BELONG KITCHEN | ||||||||
| 9655 KATY FREEWAY 3105 | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| STEEL MAGNOLIA MOMS | ||||||||
| 11931 BROKEN BOUGH DR | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| HIS GRACE FOUNDATION | ||||||||
| 2449 S BOULEVARD 105 | HOUSTON | TX | 77098 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| HOLOCAUST MUSEUM HOUSTON | ||||||||
| 5401 CAROLINE STREET | HOUSTON | TX | 77004 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,488,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (123 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| THE MISSION OF YAHWEH | |||||||||
| 10247 ALGIERS RD | HOUSTON | TX | 77041 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | ||
| SAN JOSE CLINIC | |||||||||
| PO BOX 2808 | HOUSTON | TX | 772522808 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| CLAYTON DABNEY FOR KIDS WITH CANCER | |||||||||
| 5340 WESLAYAN 6784 | HOUSTON | TX | 77005 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| HALO HOUSTON | |||||||||
| 2940 CORDER ST | HOUSTON | TX | 77054 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| HGI COUNSELING CENTER | |||||||||
| 2990 RICHMOND AVE 530 | HOUSTON | TX | 77098 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| VITA LIVING | |||||||||
| 3300 S GESSNER 150 | HOUSTON | TX | 77063 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| UNITED AGAINST HUMAN TRAFFICKING | |||||||||
| PO BOX 541184 | HOUSTON | TX | 77254 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| KIPP TEXAS - HOUSTON | |||||||||
| 10711 KIPP WAY | HOUSTON | TX | 77099 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| AMERICAN RED CROSS | |||||||||
| 2700 SOUTHWEST FREEWAY | HOUSTON | TX | 77098 | N/A | PUBLIC | DIRECT RELIEF PROGRAM | $20,000 | ||
| TEEN & FAMILY SERVICES | |||||||||
| 9337 B KATY FREEWAY | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | PMB 314 | |
| 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 | PROGRAM SUPPORT | $10,000 | ||
| RONALD MCDONALD HOUSE | |||||||||
| 1907 HOLCOMBE BLVD | HOUSTON | TX | 77030 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| FORT BEND OPTIMIST CLUB | |||||||||
| PO BOX 17573 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | SCHOLARSHIPS | $5,000 | ||
| BELONG KITCHEN | |||||||||
| 9655 KATY FREEWAY 3105 | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | ||
| TENDERFEET FOUNDATION | |||||||||
| PO BOX 451 | WILDER | VT | 05088 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| CHABAD OF SUGAR LAND | |||||||||
| 4501 CARTWRIGHT RD 770 | MISSOURI CITY | TX | 77459 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| FORT BEND BOYS CHOIR OF TEXAS | |||||||||
| PO BOX 2042 | STAFFORD | TX | 774972042 | N/A | PUBLIC | SPONSOR EVENT | $10,000 | ||
| CHARITABLE GIFT PLANNERS OF HOUSTON | |||||||||
| PO BOX 59 | BELLAIRE | TX | 77402 | N/A | PUBLIC | SPONSOR ANNUAL SYMPOSIUM | $15,000 | ||
| NEW ISRAEL FULL GOSPEL | |||||||||
| 2035 LAKESHORE DR | PORT ARTHUR | TX | 77640 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| HOUSTON ALUMNAE PANHELLENIC FOUNDAT | |||||||||
| 5868 A-1 WESTHEIMER RD | HOUSTON | TX | 770575641 | N/A | PUBLIC | COLLEGE SCHOLARSHIPS | $5,000 | ||
| BLUE CURE FOUNDATION | |||||||||
| PO BOX 130862 | HOUSTON | TX | 77219 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| ADVOCATES OF HEALTHY MINDS | |||||||||
| PO BOX 17582 | SUGAR LAND | TX | 77479 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| AISHEL HOUSE | |||||||||
| 1955 UNIVERSITY BLVD | HOUSTON | TX | 77030 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| THE CHILDRENS FUND | |||||||||
| 5773 WOODWAY DR 189 | HOUSTON | TX | 77057 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | ||
| HIS GRACE FOUNDATION | |||||||||
| 2449 S BOULEVARD 105 | HOUSTON | TX | 77098 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | ||
| THE RISE SCHOOL OF HOUSTON | |||||||||
| 5618 H MARK CROSSWELL JR | HOUSTON | TX | 77021 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| STEEL MAGNOLIA MOMS | |||||||||
| 11931 BROKEN BOUGH DR | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| FORT BEND FORWARD YIP | |||||||||
| 445 COMMERCE GREEN BLVD | SUGAR LAND | TX | 77478 | N/A | PUBLIC | SCHOLARSHIP PROGRAM | $20,000 | ||
| LIFE HOUSTON | |||||||||
| 2002 S WAYSIDE DR 113 | HOUSTON | TX | 77023 | N/A | PUBLIC | FEEDING HUNGRY BABIES PROGRAM | $5,000 | ||
| IMPACT A HERO | |||||||||
| 2929 MCKINNEY ST | HOUSTON | TX | 77003 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| SIRE THERAPEUTIC HORSEMANSHIP | |||||||||
| 11211 KATY FREEWAY 660 | HOUSTON | TX | 77079 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| LITERACY COUNCIL OF FT BEND COUNTY | |||||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| SOUTHWESTERN DIABETIC FOUNDATION | |||||||||
| PO BOX 918 | GAINESVILLE | TX | 76241 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| BETHEL MINISTRY INC | |||||||||
| 3015 5TH ST | STAFFORD | TX | 77477 | N/A | PUBLIC | PROJECT SMILE | $5,000 | PO BOX 280 | |
| CAMP HOPE PTSD FOUNDATION OF | |||||||||
| 9724 DERRINGTON RD | HOUSTON | TX | 77064 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | AMERICA | |
| GIGI'S PLAYHOUSE | |||||||||
| 13003 SW FREEWAY 170 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| UNIVERSITY OF HOUSTON CLEAR LAKE | |||||||||
| 2700 BAY AREA BLVD | HOUSTON | TX | 770581002 | N/A | PUBLIC | CENTER FOR AUTISM & DEVELOPMENT | $10,000 | SUITE B1604 | |
| VOLUNTEER INTERFAITH CAREGIVERS | |||||||||
| 5001 BELLAIRE BLVD ROOM 7 | BELLAIRE | TX | 77401 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| TEXAS CHILDRENS HOSPITAL | |||||||||
| 6621 FANNIN | HOUSTON | TX | 77030 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | ||
| OAKBEND MEDICAL CENTER | |||||||||
| 1705 JACKSON ST | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | ||
| GALVESTON HISTORICAL FOUNDATION | |||||||||
| 2002 STRAND | GALVESTON | TX | 77550 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | ||
| CATHOLIC CHARITIES ARCHDIOCESE OF | |||||||||
| 2900 LOUISIANA ST | HOUSTON | TX | 77006 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | GALVESTON-HOUSTON | |
| BEL-INIZIO | |||||||||
| 7710 DEL REY | HOUSTON | TX | 77071 | N/A | PUBLIC | PROGRAM SUPPORT | $3,000 | ||
| GIRL START | |||||||||
| 2000 EDWARDS ST 114 | HOUSTON | TX | 77077 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| CHRISTIAN COMMUNITY SERVICE CENTER | |||||||||
| PO BOX 27924 | HOUSTON | TX | 772277924 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| REDEEMER LUTHERAN SCHOOL | |||||||||
| 1500 W ANDERSON LANE | AUSTIN | TX | 78757 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| BIRTHDAY BASH BOX | |||||||||
| PO BOX 56382 | HOUSTON | TX | 77256 | N/A | PUBLIC | PROGRAM SUPPORT | $2,000 | ||
| COLLEGE COMMUNITY CAREER | |||||||||
| 11104 W AIRPORT BLVD 106 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| CHRISTUS FOUNDATION FOR HEALTH CARE | |||||||||
| PO BOX 1919 | HOUSTON | TX | 77251 | N/A | PUBLIC | IMMUNIZATION PROGRAM | $10,000 | ||
| FORT BEND MEALS ON WHEELS | |||||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | ||
| HOPE FOR THREE | |||||||||
| 10200 W AIRPORT BLVD 100 | SUGAR LAND | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | ||
| THE ROSE | |||||||||
| 12700 N FEATHERWOOD 260 | HOUSTON | TX | 77034 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| BOYS & GIRLS CLUBS | |||||||||
| 815 CROSBY STREET | HOUSTON | TX | 77019 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| HOUSTON FOOD BANK | |||||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | N/A | PUBLIC | BACKPACK BUDDY PROGRAM | $10,000 | ||
| GIRL SCOUTS OF SAN JACINTO COUNCIL | |||||||||
| 3110 SOUTHWEST FREEWAY | HOUSTON | TX | 770984508 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | ||
| FORT BEND FAMILY PROMISE | |||||||||
| 4645 CARTWRIGHT ROAD | MISSOURI CITY | TX | 77459 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| FORT BEND HABITAT FOR HUMANITY | |||||||||
| 505 JULIE RIVERS 150 | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| WORLD AFFAIRS COUNCIL OF GREATER | |||||||||
| PO BOX 920905 | HOUSTON | TX | 772920905 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | HOUSTON | |
| CASA DE ESPERANZA | |||||||||
| PO BOX 66581 | HOUSTON | TX | 772666581 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| PRESBYTERIAN CHILDRENS HOMES & | |||||||||
| 5920 W WILLIAM CANNON DR | AUSTIN | TX | 78749 | N/A | PUBLIC | FOSTER CARE & ADOPTION PROGRAMS | $10,000 | BLDG 3 100 | SERVICES |
| FORT BEND WOMENS CENTER | |||||||||
| PO BOX 183 | RICHMOND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| HOUSTON PUBLIC MEDIA | |||||||||
| 4343 ELGIN | HOUSTON | TX | 77204 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| BIG BROTHERS BIG SISTERS | |||||||||
| 1003 WASHINGTON AVE | HOUSTON | TX | 77002 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| CITY WIDE CLUB | |||||||||
| PO BOX 8446 | HOUSTON | TX | 772888446 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| EMERGE FELLOWSHIP | |||||||||
| 11251 NORTHWEST FWY 330 | HOUSTON | TX | 77092 | N/A | PUBLIC | LOW INCOME STUDENT PROGRAM | $10,000 | ||
| CANCARE | |||||||||
| 9575 KATY FREEWAY 428 | HOUSTON | TX | 77024 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| THE CENTER FOUNDATION | |||||||||
| 3550 WEST DALLAS | HOUSTON | TX | 77019 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| TEXAS HEARING INSTITUTE | |||||||||
| 3100 SHENANDOAH ST | HOUSTON | TX | 77021 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| TEXANA | |||||||||
| 4910 AIRPORT AVE | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| ST DOMINIC VILLAGE | |||||||||
| 2401 HOLCOMBE BLVD | HOUSTON | TX | 77021 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| FORT BEND HISTORY ASSOCIATION | |||||||||
| PO BOX 460 | RICHMOND | TX | 77406 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| FORT BEND REGIONAL COUNCIL ON | |||||||||
| 10435 GREENBOUGH 250 | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | SUBSTANCE ABUSE INC | |
| ACHIEVE FORT BEND COUNTY | |||||||||
| PO BOX 707 | SUGAR LAND | TX | 774870707 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| CULLINAN PARK CONSERVANCY | |||||||||
| PO BOX 422 | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | ||
| TW DAVIS YMCA | |||||||||
| 911 THOMPSON ROAD | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| THE ARC OF FORT BEND COUNTY | |||||||||
| 123 BROOKS ST | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| CHILDRENS MUSEUM OF HOUSTON AT | |||||||||
| 198 KEMPNER | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | SUGAR LAND | |
| TEXAS CHILDRENS HOSPITAL | |||||||||
| PO BOX 300630 5214 | HOUSTON | TX | 772300630 | N/A | PUBLIC | NEUROLOGICAL RESEARCH INSTITUTE | $25,000 | ||
| FAITH IN PRACTICE | |||||||||
| 7500 BEECHNUT 208 | HOUSTON | TX | 77074 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| LEHIGH UNIVERSITY | |||||||||
| 306 S NEW ST 500 | BETHLEHEM | PA | 180151652 | N/A | PUBLIC | ENDOWMENT | $25,000 | ||
| THE HARRIS SCHOOL | |||||||||
| 6210 ROOKIN ST | HOUSTON | TX | 77074 | N/A | PUBLIC | PROGRAM SUPPORT | $15,000 | ||
| BLUE CURE FOUNDATION | |||||||||
| PO BOX 130862 | HOUSTON | TX | 77219 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| UNIVERSITY OF HOUSTON AT SUGAR LAND | |||||||||
| 14000 UNIVERSITY BLVD | SUGAR LAND | TX | 77479 | N/A | PUBLIC | NURSING SCHOOL SCHOLARSHIPS | $25,000 | ||
| UNIVERSITY OF HOUSTON | |||||||||
| PO BOX 867 | HOUSTON | TX | 770010867 | N/A | PUBLIC | WINE LECTURE SERIES | $20,000 | ||
| FRED & MABEL R PARKS YOUTH RANCH | |||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| DIABETES RESEARCH INSTITUTE | |||||||||
| 200 S PARK ROAD 100 | HOLLYWOOD | FL | 33021 | N/A | PUBLIC | DEVELOPMENT OF DRI CELL SUPPLY CENTE | $50,000 | ||
| FOUNDATION FOR PSP CBD & RELATED | |||||||||
| 1216 BROADWAY 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC | PSP RESEARCH PROGRAM | $50,000 | BRAIN DISORDERS | |
| HEART OF TEXAS FOUNDATION INC | |||||||||
| PO BOX 110 | BELLVILLE | TX | 77418 | N/A | PUBLIC | HOBBY WOMENS PRISON SEMINARY | $10,000 | ||
| KICKSTART KIDS | |||||||||
| 10222 WESTHEIMER | HOUSTON | TX | 77042 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| UNIVERSITY OF NOTRE DAME | |||||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | N/A | PUBLIC | SCHOLARSHIP ENDOWMENT | $25,000 | ||
| THE WAY HOME ADOPTION AGENCY | |||||||||
| PO BOX 10182 | HOUSTON | TX | 77206 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| IMPACT A HERO | |||||||||
| 2929 MCKINNEY ST | HOUSTON | TX | 77003 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| EASTER SEALS GREATER HOUSTON | |||||||||
| 4888 LOOP CENTRAL DR 200 | HOUSTON | TX | 77081 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| ACCESS HEALTH | |||||||||
| 400 AUSTIN ST | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $40,000 | ||
| PARKS YOUTH RANCH | |||||||||
| 11614 FM 361 | RICHMOND | TX | 77469 | N/A | PUBLIC | PROGRAM SUPPORT | $50,000 | ||
| MAKE A WISH TX GULF COAST | |||||||||
| 12625 SOUTHWEST FREEWAY | STAFFORD | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| ATTACK POVERTY | |||||||||
| 3737 GREENBRIAR 100 | HOUSTON | TX | 77477 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| CHILD ADVOCATES OF FORT BEND | |||||||||
| 5403 AVENUE N | ROSENBERG | TX | 77471 | N/A | PUBLIC | BUILDING EXPANSION | $125,000 | ||
| CHILDRENS CRANIOFACIAL ASSOCIATION | |||||||||
| 13140 COIT RD 517 | DALLAS | TX | 75240 | N/A | PUBLIC | PROGRAM SUPPORT | $7,500 | ||
| UNIVERSITY OF HOUSTON ALUMNI ASSOC | |||||||||
| PO BOX 867 | HOUSTON | TX | 770010867 | N/A | PUBLIC | ATHLETIC ALLIANCE SCHOLARSHIPS | $20,000 | ||
| A WISH WITH WINGS | |||||||||
| 3751 WEST FREEWAY | FORT WORTH | TX | 76107 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| HOUSTON METHODIST HOSPITAL | |||||||||
| PO BOX 4384 | HOUSTON | TX | 772104384 | N/A | PUBLIC | DIABETES RESEARCH | $25,000 | FOUNDATION | |
| UNITED WAY | |||||||||
| 50 WAUGH DR | HOUSTON | TX | 77007 | N/A | PUBLIC | BRIGHT BEGINNINGS PROGRAM | $10,000 | ||
| FRED & MABEL R PARKS YOUTH RANCH | |||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| CHILD ADVOCATES OF FORT BEND | |||||||||
| 5403 AVE N | ROSENBERG | TX | 77471 | N/A | PUBLIC | CASA HOME TOUR | $50,000 | ||
| HOUSTON MUSEUM OF NATURAL SCIENCE | |||||||||
| 5555 HERMANN PARK DR | HOUSTON | TX | 770301799 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | ||
| HOLOCAUST MUSEUM HOUSTON | |||||||||
| 5401 CAROLINE ST | HOUSTON | TX | 77004 | N/A | PUBLIC | PROGRAM SUPPORT | $20,000 | ||
| COMMUNITIES IN SCHOOLS | |||||||||
| 1235 NORTH LOOP WEST 300 | HOUSTON | TX | 77008 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | ||
| LITERACY COUNCIL OF FT BEND COUNTY | |||||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77478 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| CHILD ADVOCATES OF FORT BEND | |||||||||
| 5403 AVE N | ROSENBERG | TX | 77471 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | ||
| LITERACY COUNCIL OF FT BEND COUNTY | |||||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77478 | N/A | PUBLIC | 2023 READING BETWEEN THE WINES | $25,000 | ||
| FOUNDATION FOR AUTISM CARE | |||||||||
| 13121 LOUETTA RD 1360 | CYPRESS | TX | 77429 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | EDUCATION & SERVICES | |
| 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 | ||
| PERIWINKLE FOUNDATION | |||||||||
| 3400 BISSONNET 185 | HOUSTON | TX | 77005 | N/A | PUBLIC | PROGRAM SUPPORT | $25,000 | ||
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||||
| 2901 N INTERSTATE HWY 35 | AUSTIN | TX | 78722 | N/A | PUBLIC | DELL MEDICAL SCHOOL | $25,000 | STE 4100 | |
| HOMEMADE HOPE | |||||||||
| PO BOX 22564 | HOUSTON | TX | 77227 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| OUTREACH CENTER OF WEST HOUSTON | |||||||||
| 725 BATESWOOD DR | HOUSTON | TX | 77079 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| CHILDRENS TRANSPLANT INITIATIVE | |||||||||
| 23718 CREEKVIEW DR | SPRING | TX | 77389 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| JUDITH LIEBENTHAL ROBINSON | |||||||||
| 4801 WOODWAY STE 365W | HOUSTON | TX | 77096 | N/A | PUBLIC | PROGRAM SUPPORT | $5,000 | FOUNDATION | |
| REMIND | |||||||||
| PO BOX 27607 | HOUSTON | TX | 77227 | N/A | PUBLIC | PROGRAM SUPPORT | $10,000 | ||
| SOUTH TEXAS COLLEGE OF LAW HOUSTON | |||||||||
| 1303 SAN JACINTO ST | HOUSTON | TX | 770027006 | N/A | PUBLIC | SCHOLARSHIPS | $100,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,827,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $481 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,089,707 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $593 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,230,429 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WALTON US LAND FUND 5 LP | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,321,211 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,321,211 | 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 (34 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 0 COVENTRY HEALTH CARE INC SR NOTE 5 | ||
| 0 WYNDHAM DESTINATIONS INC NOTE 5.62 | ||
| 100000 MONTPELIER RE HLDGS LTD SR NO | $106,271 | $102,819 |
| 0 VERISIGN INC SR NOTE CALLABLE 4.62 | ||
| 100000 PNC FINL CORP SUB NOTE 3.9% | $98,950 | $105,960 |
| 75000 ABBOTT LABS SR GLBL 3.4% | $74,348 | $78,306 |
| 0 CISCO SYS INC SR GLBL 2.2% | ||
| 50000 COMCAST CORP NEW NT 2.35% | $44,440 | $51,727 |
| 50000 DEERE JOHN CAP CORP MTNS FR 2. | $48,991 | $51,131 |
| 75000 ELECTRONIC ARTS INC SR GLBL 4. | $77,167 | $83,606 |
| 40000 ORACLE CORP SR BD 3.4% | $39,828 | $41,832 |
| 25000 PFIZER INC NT 3% | $24,769 | $25,822 |
| 0 STATE STREET CORP SR NT 3.3% | ||
| 75000 STRYKER CORP SR GLBL NT 3.375% | $73,031 | $79,924 |
| 50000 VISA INC SR GLBL 2.8% | $49,059 | $50,896 |
| 25000 FEDERAL NATL MTG ASSN 2.375% | $24,519 | $25,016 |
| 115000 FEDERAL NATL MTG ASSN 2.625% | $117,621 | $120,082 |
| 175000 FREDDIE MAC 2.375% | $173,296 | $176,610 |
| 0 DXC TECHNOLOGY COMPANY NOTE 4.45% | ||
| 150000 MAIN STREET CAP CORP NOTE 5.2 | $161,389 | $159,936 |
| 125000 BUNGE LTD FINANCE CORP NOTE 4 | $132,912 | $132,939 |
| 100000 CITIGROUP INC SR SB GLBL NT 2 | $101,649 | $100,512 |
| 175000 FEDERAL NATL MTG ASSN 2.125% | $181,690 | $181,456 |
| 185000 FEDERAL HOME LOAN BKS CONS BD | $203,958 | $206,170 |
| 150000 LAS VEGAS SANDS CORP NOTE 2.9 | $146,836 | $149,653 |
| 0 NATIONAL FUEL GAS CO NOTE 4.9% | ||
| 30000 UNITED PARCEL SER 3.4% | $34,724 | $32,731 |
| 130000 PROSPECT CAPITAL CORP NOTE 3. | $130,208 | $129,861 |
| 130000 FS KKR CAPITAL CORP NOTE 3.4% | $132,842 | $132,078 |
| 130000 HOLLYFRONTIER CORP NOTE 5.875 | $146,702 | $145,863 |
| 300000 BOEING CO DEBENTURE-UNSECURED | $352,587 | $352,117 |
| 50000 COCA COLA CO 3.45% | $55,082 | $55,335 |
| 50000 FEDERAL NTNL MTG ASSN .875% | $47,330 | $47,068 |
| 50000 INTEL CORP 3.9% | $59,157 | $56,566 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (238 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 81 AMAZON.COM INC COM | $55,329 | $270,082 |
| 5500 VANGUARD DIVIDEND APPRECIATION | $395,060 | $944,625 |
| 1500 DIGITL REALTY TRUST INC COM | $97,829 | $265,305 |
| 2900 SPDR PRTFOLIO EMERGING MARKETS | $95,556 | $120,321 |
| 12000 INVESCO INTER DIVIDEND ACHIEVE | $201,010 | $221,520 |
| 4000 APPLE INC COM | $62,462 | $710,280 |
| 500 M&T BANK CORPORATION COM | $49,460 | $76,790 |
| 500 ISHARES MSCI INDONESIA ETF | $16,753 | $11,485 |
| 500 CH ROBINSON WORLDWIDE INC COM | $28,760 | $53,815 |
| 1000 GLOBAL X FUNDS GURU INDEX ETF | $20,894 | $47,356 |
| 3000 HUNTINGTON BANCSHARES INC COM | $22,958 | $46,260 |
| 2500 BERKSHIRE HATHAWAY INC DEL CL B | $288,720 | $747,500 |
| 1000 ISHARES MSCI MEXICO ETF | $64,800 | $50,600 |
| 1000 NEWMONT MINING CORP COM | $30,010 | $62,020 |
| 2000 ISHARES USA QUALITY FACTOR ETF | $99,820 | $291,120 |
| 1500 AUTODESK INC COM | $52,930 | $421,785 |
| 1000 VANGUARD INTL EQUITY INDEX | $47,500 | $61,280 |
| 1000 INVESCO S&P 500 EQUAL WEIGHT ET | $65,045 | $162,750 |
| 1000 FIRST TRUST US EQUITY OPPORTUNI | $39,295 | $122,510 |
| 600 CAMDEN PPTY TR SH BEN INT | $38,335 | $107,208 |
| 1000 CISCO SYSTEMS INC COM | $23,310 | $63,370 |
| 1500 INVESCO GOLDEN DRAGON CHINA ETF | $44,725 | $54,735 |
| 1000 ORACLE CORP COM | $36,660 | $87,210 |
| 75 AMERIPRISE FINL INC COM | $10,128 | $22,624 |
| 96 AMETEK INC NEW COM | $7,295 | $14,116 |
| 243 AMPHENOL CORP CL A | $11,584 | $21,253 |
| 51 ANSYS INC COM | $4,481 | $20,457 |
| 58 ASHLAND GLOBAL HLDGS INC COM | $4,212 | $6,244 |
| 16 AUTOZONE INC COM | $10,923 | $33,542 |
| 155 BERRY GLOBAL GROUP INC | $5,077 | $11,436 |
| 0 BROWN FORMAN CORP CL B | ||
| 112 CHURCH & DWIGHT INC COM | $4,665 | $11,480 |
| 0 CITRIX SYS INC COM | ||
| 132 CROWN HLDGS INC COM | $6,541 | $14,602 |
| 91 APTIV PLC COM NEW | $7,160 | $15,010 |
| 0 DOLLAR TREE INC COM | ||
| 60 EPAM SYS INC COM | $3,968 | $40,107 |
| 100 FMC CORP COM NEW | $4,950 | $10,989 |
| 0 HCA HEALTHCARE INC | ||
| 178 ENCOMPASS HEALTH CORP COM | $7,529 | $11,616 |
| 43 HUBBELL INC CL A | $6,196 | $8,956 |
| 27 HUMANA INC COM | $4,720 | $12,524 |
| 0 IHS MARKET LTD SHS | ||
| 0 INTERCONTINENTAL EXCHANGE GROUP IN | ||
| 0 KANSAS CITY SOUTHERN COM | ||
| 73 MARRIOTT INTERNATIONAL CL A | $5,876 | $12,063 |
| 292 MICROCHIP TECHNOLOGY INC COM | $6,738 | $25,422 |
| 123 MONSTER BEVERAGE CORP COM | $5,430 | $11,813 |
| 74 PENTAIR PLC SHS | $2,864 | $5,404 |
| 37 ROPER TECHNOLOGIES INC | $6,477 | $18,199 |
| 85 ROSS STORES INC COM | $4,222 | $9,714 |
| 65 SBA COMMUNICATIONS CORP COM | $7,472 | $25,286 |
| 61 SKYWORKS SOLUTIONS INC COM | $5,953 | $9,464 |
| 81 TRACTOR SUPPLY CO COM | $8,299 | $19,327 |
| 500 SSGA ACTIVE ETF TRUST MULTI ASSE | $14,035 | $13,500 |
| 1500 VANGUARD INDEX FUNDS S&P 500 ET | $245,995 | $654,855 |
| 1000 FREEPORT MCMORAN COPPER & GOLD | $32,508 | $41,730 |
| 1000 WEIGHT WATCHERS INTL INC COM | $20,850 | $16,130 |
| 3000 ISHARES CORE HIGH DIVIDEND ETF | $224,860 | $302,970 |
| 1600 VANGUARD FTSE EUROPE ETF | $96,480 | $109,184 |
| 2918 ABERDEEN EMERGING MARKETS | $28,761 | $23,111 |
| 4500 BROOKFIELD ASSET MGMT INC COM | $87,401 | $271,710 |
| 500 HONEYWELL INTERNATIONAL INC COM | $40,203 | $104,255 |
| 1000 BHP BILLITON LIMITED ADR | $45,150 | $60,350 |
| 0 CARTER INC COM | ||
| 114 GLOBAL PMTS INC COM | $13,431 | $15,411 |
| 0 OREILLY AUTOMOTIVE INC NEW COM | ||
| 151 PTC INC COM | $7,108 | $18,294 |
| 206 ZURN WATER SOLUTIONS CORP | $2,795 | $7,498 |
| 251 SPROUTS FMRS MKT INC COM | $5,443 | $7,450 |
| 400 SOUTH32 LTD ORD | $6,620 | $5,866 |
| 1000 H&E EQUIPMENT SVCS INC COM | $16,950 | $44,270 |
| 500 MARATHON PETE CORP COM | $23,135 | $31,995 |
| 0 BIOTELEMETRY INC COM | ||
| 181 EDWARDS LIFESCIENCES CORP COM | $5,651 | $23,449 |
| 36 FLEETCOR TECHNOLOGIES INC COM | $5,738 | $8,058 |
| 20 ADVANSIX INC | $223 | $945 |
| 700 VANGUARD CRSP US MEGA CAP INDEX | $47,820 | $117,656 |
| 6000 VANGUARD SHORT TERM CORP BOND E | $485,174 | $484,980 |
| 44 AUTODESK INC COM | $6,108 | $12,372 |
| 0 EXACT SCIENCES CORP COM | ||
| 41 JAZZ PHARMACEUTICALS PLC SHS USD | $6,819 | $5,223 |
| 150 MASCO CORP COM | $5,756 | $10,533 |
| 33 MSCI INC CL A | $2,743 | $20,219 |
| 0 PRA HEALTH SCIENCES INC COM | ||
| 30 TELEFLEX INC COM | $7,557 | $9,854 |
| 125 TRANSUNION COM | $5,302 | $14,822 |
| 0 XILINX INC COM | ||
| 4753 SPDR S&P REGIONAL BANKING ETF | $223,956 | $336,750 |
| 1882 CHEVRON CORP COM | $199,919 | $220,853 |
| 17 TRISURA GROUP LTD COM | $219 | $2,556 |
| 0 ALEXION PHARMACEUTICALS INC COM | ||
| 0 COOPER COS INC COM NEW | ||
| 1047 EVEREST REINSURANCE HLDGS INC C | $237,548 | $286,794 |
| 3863 GILEAD SCIENCES INC COM | $286,707 | $280,492 |
| 6014 ESSENT GROUP LTD COM | $196,260 | $273,817 |
| 0 TENCENT HOLDINGS LTD ADR UNSPON | ||
| 2677 TYSON FOODS INC COM CL A | $169,310 | $233,327 |
| 0 SALLY BEAUTY HOLDINGS COM | ||
| 0 WESTROCK CO COM | ||
| 0 APPLIED MATERIALS INC COM | ||
| 50 GARRETT MOTION INC COM | $451 | $401 |
| 83 RESIDEO TECHNOLOGIES INC COM | $1,204 | $2,160 |
| 300 TARGET CORP COM | $21,907 | $69,432 |
| 14340 SPDR PORTFOLIO DEVELOPED ETF | $444,661 | $523,123 |
| 400 VANGUARD WORLD FUNDS ENERGY ETF | $37,747 | $31,044 |
| 1000 ABB LTD ADR SPON | $22,867 | $38,170 |
| 4009 LKQ CORP COM | $104,499 | $240,660 |
| 0 NEKTAR THERAPEUTICS COM | ||
| 22952 PLAINS GP HOLDINGS LP LTD PART | $291,405 | $232,733 |
| 1821 PTC INC COM | $189,173 | $220,614 |
| 7417 SCHLUMBERGER LIMITED COM | $169,999 | $222,139 |
| 0 ROBERT HALF INTERNATIONAL INC COM | ||
| 0 HOST HOTELS & RESORTS INC COM | ||
| 0 ALBEMARLE CORP COM | ||
| 1481 II-IV INC COM | $48,375 | $101,197 |
| 221 II-IV INC COM | $8,240 | $15,101 |
| 1000 ISHARES TRUST GLOB HLTHCRE | $58,223 | $90,340 |
| 83 CDW CORP COM | $10,890 | $16,997 |
| 22 CINTAS CORP COM | $5,677 | $9,750 |
| 107 COSTAR GROUP INC COM | $3,727 | $8,456 |
| 23 DOMINOS PIZZA INC COM | $5,999 | $12,980 |
| 186 GENPACT LIMITED SHS | $4,541 | $9,873 |
| 149 IAA INC COM | $5,757 | $7,542 |
| 114 KEYSIGHT TECHNOLOGIES INC COM | $10,227 | $23,542 |
| 36 KLA CORPORATION | $7,321 | $15,484 |
| 0 L3 HARRIS TECHNOLOGIES INC | ||
| 0 LAM RESH CORP COM | ||
| 275 LIVENT CORP COM | $3,539 | $6,704 |
| 1000 IRON MOUNTAIN INC COM | $27,030 | $52,330 |
| 519 AVANTOR INC | $12,492 | $21,871 |
| 135 CADENCE DESIGN SYS | $12,085 | $25,157 |
| 91 CATALENT INC | $9,219 | $11,651 |
| 56 CHARLES RIVER LABS | $12,434 | $21,100 |
| 188 DYNATRACE INC | $7,353 | $11,346 |
| 89 ENPHASE ENERGY INC | $13,091 | $16,282 |
| 125 ENTEGRIS INC | $9,426 | $17,322 |
| 0 EVERBRIDGE INC | ||
| 66 FIVE BELOW | $9,650 | $13,655 |
| 346 GOODRX HOLDINGS INC | $14,059 | $11,307 |
| 61 IDEX CORP | $6,098 | $14,416 |
| 34 LIBERTY BROADBAND CO CL C | $4,461 | $5,477 |
| 255 MARVELL TECH GROUP | $7,187 | $22,310 |
| 67 RESMED INC | $11,653 | $17,452 |
| 195 SMARTSHEET INC CL A | $10,076 | $15,103 |
| 0 SPLUNK INC | ||
| 58 SYNOPSYS INC | $11,304 | $21,373 |
| 0 TELADOC INC | ||
| 29 TWILIO INC CL A | $8,026 | $7,637 |
| 0 CYRUSONE LLC REIT | ||
| 95 ALPHABET INC COM CL C | $103,484 | $274,891 |
| 16132 DESIGNER BRANDS INC COM CL A | $82,501 | $229,236 |
| 5000 ICHOR HOLDINGS LTD COM | $120,534 | $230,150 |
| 3037 INGREDION INC COM | $249,186 | $293,496 |
| 8815 PATTERSON COMPANIES INC COM | $193,067 | $258,720 |
| 4969 SENSATA TECH HOLDING PLC COM | $217,244 | $306,538 |
| 7854 SPROUTS FARMERS MARKETS INC COM | $166,724 | $233,107 |
| 259 AIA GROUP LTD | $12,650 | $10,444 |
| 290 AIR LIQUIDE SPON ADR | $9,716 | $10,112 |
| 115 ALCON INC | $8,384 | $10,019 |
| 63 ALIBABA GROUP HLDG LTD | $12,830 | $7,484 |
| 69 ALNYLAM PHARMACEUTICALS | $10,559 | $11,701 |
| 170 AMADEUS IT GROUP SA | $11,705 | $11,512 |
| 19 ASML HLDGS NV | $11,726 | $15,127 |
| 619 ASSA ABLOY AB | $8,392 | $9,452 |
| 161 ASTRAZENECA PLC IAM CO | $8,581 | $9,378 |
| 167 AZEK CO INC | $6,970 | $7,722 |
| 332 BAE SYSTEMS PLC | $9,501 | $9,889 |
| 3140 BANCO SANTANDER SA | $10,841 | $10,331 |
| 225 BHP GROUP LTD | $14,172 | $13,579 |
| 125 BROOKFIELD ASSET MGM CL A | $5,583 | $7,547 |
| 58 CANADIAN NATL RAILWAY | $6,936 | $7,126 |
| 82 CHEWY INC | $5,780 | $4,836 |
| 12 CHIPOTLE MEXICAN GRILL | $16,313 | $20,979 |
| 51 CHUBB LTD | $8,526 | $9,859 |
| 425 COMPASS GROUP SPON ADR | $8,513 | $9,805 |
| 876 CONTINENTAL AG HANNOVER | $10,728 | $9,233 |
| 512 DAIKIN INDUSTRIES SPON ADR | $11,395 | $11,602 |
| 92 DBS GROUP HOLDINGS LIM | $7,847 | $8,957 |
| 54 DIAGEO PLC SPON ADR | $9,523 | $11,888 |
| 294 EQUINOR ASA SPON ADR | $6,450 | $7,741 |
| 65 EURONET WORLDWIDE | $8,792 | $7,746 |
| 537 FANUC LTD JAPAN SPON ADR | $12,418 | $11,433 |
| 105 FLOOR & DCOR HOLDINGS | $10,525 | $13,651 |
| 64 FOMENTO ECONOMICO MEXI | $4,805 | $4,973 |
| 189 HDFC BK LTD | $13,569 | $12,298 |
| 452 HEXAGON AB SPON ADR | $6,265 | $7,173 |
| 147 HOWMET AEROSPACE INC | $5,146 | $4,679 |
| 76 ICON PLC | $17,757 | $23,537 |
| 228 INGERSOLL RAND INC | $11,296 | $14,106 |
| 138 INTERCONTINENTAL HOTELS | $9,047 | $8,999 |
| 727 JULIUS BAER GROUP LTD | $9,323 | $9,680 |
| 4938 LLOYDS BANKING GROUP SPON ADR | $10,628 | $12,592 |
| 358 LONDON STOCK EXCHANGE SPON ADR | $9,859 | $8,445 |
| 83 LVMH MOET HENNESSY LOU SPON ADR | $11,526 | $13,736 |
| 3 MERCADOLIBRE INC | $5,035 | $4,045 |
| 400 NIDEC CORP SPON ADR | $13,012 | $11,804 |
| 101 NOVARTIS AG SPON ADR | $9,117 | $8,834 |
| 179 ON SEMICONDUCTOR CO | $10,528 | $12,158 |
| 69 OSHKOSH TRUCK CORP | $6,562 | $7,777 |
| 45 PALO ALTO NETWORKS | $19,079 | $25,054 |
| 135 PLANET FITNESS INC CL A | $10,821 | $12,228 |
| 67 REGAL BELOIT CORP | $6,485 | $11,402 |
| 128 RITCHIE BROW AUCTION | $8,834 | $7,835 |
| 177 ROYAL DUTCH SHELL SPON ADR | $7,125 | $7,673 |
| 298 SEVEN & I HLDG CO | $5,951 | $6,544 |
| 115 SIEMENS AG SPON ADR | $9,073 | $9,959 |
| 90 SONY GROUP CORP SPON ADR | $10,010 | $11,376 |
| 293 SYMRISE AG SPON ADR | $9,869 | $10,862 |
| 191 SYSMEX CORP SPON ADR | $12,068 | $12,944 |
| 79 TAIWAN SEMICONDUCTOR SPON ADR | $9,584 | $9,504 |
| 82 TANDEM DIABETES CARE | $7,864 | $12,343 |
| 38 TEMENOS AG SPON ADR | $5,357 | $5,220 |
| 240 TENCENT HOLDINGS UNSPON ADR | $16,992 | $13,992 |
| 98 TOKIO MARINE HOLDINGS SPON ADR | $5,137 | $5,489 |
| 790 UBISOFT ENTERTAINMENT SPON ADR | $11,521 | $7,695 |
| 183 US FOODS HOLDING CORP | $7,258 | $6,374 |
| 247 VARONIS SYS INC | $13,345 | $12,049 |
| 658 VESTAS WIND SYS AS UTD SPON ADR | $9,870 | $6,692 |
| 143 WESTERN ALLIANCE BNC | $14,210 | $15,394 |
| 183 YUM CHINA HOLDINGS INC | $10,666 | $9,121 |
| 5886 ABM INDUSTRIES INC COM | $276,235 | $240,443 |
| 15179 BARRICK GOLD CORPORATION COM | $343,975 | $288,401 |
| 6782 KRAFT HEINZ CO COM | $252,574 | $243,474 |
| 8338 MDU RESOURCES GROUP INC COM | $260,452 | $257,144 |
| 5967 NATIONAL RETAIL PROPERTIES INC | $250,155 | $286,834 |
| 11135 SCHNEIDER NATIONAL INC COM CL | $285,553 | $299,643 |
| 5002 VERIZON COMMUNICATIONS COM | $276,360 | $259,904 |
| 4608 WESTERN DIGITAL CORP COM | $271,614 | $300,488 |
| 750 BLACKSTONE MORTGAGE TRUST INC CO | $23,548 | $22,965 |
| 31 BROOKFIELD ASSET MGMT REINS PA CO | $1,594 | $1,942 |
| 400 COCA COLA CO | $21,920 | $23,684 |
| 1000 HANNON ARMSTRONG SUSTAINABLE I | $48,098 | $53,120 |
| 1000 JEFFERIES FINANCIAL GROUP INC C | $33,000 | $38,800 |
| 1500 VANGUARD INTER TERM TREAS | $133,730 | $132,940 |
| 16145 INVESCO EXCHANGE TRADED SELF I | $349,076 | $346,472 |
| 27470 VANECK ETF TRUST VANECK INVEST | $697,122 | $694,167 |
| 8541 VANGUARD SHRT TRM CORP BD ETF | $709,330 | $694,042 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $587,964 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $612,101 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (37 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 115398.497 CIBC ATLAS DISCIPLINED EQ | AT COST | $1,803,405 | $3,603,697 |
| 29462.533 MATTHEWS PACIFIC TIGER FD | AT COST | $820,208 | $809,599 |
| 21848.149 WESTCHESTER CAPITAL MERGER | AT COST | $350,000 | $379,065 |
| 4875.67 BLACKROCK GLBL ALLOCATION CL | AT COST | $100,000 | $101,414 |
| 11891.46 AMG YACKTMAN FUND SERVICE C | AT COST | $267,824 | $291,341 |
| 7545.881 MATTHEWS INTL FDS ASIA DIVI | AT COST | $120,363 | $142,919 |
| 1000 WISDOMTREE EMERG MKTS HIGH DIVI | AT COST | $50,845 | $43,320 |
| 122945.603 PACE INTERNATIONAL EQUITY | AT COST | $1,897,907 | $2,184,743 |
| 95771.397 PACE LARGE CO VALUE EQUITY | AT COST | $1,800,080 | $2,104,098 |
| 60352.993 PACE SMALL/MEDIUM CO GROWT | AT COST | $934,443 | $983,150 |
| 61708.852 PACE GLOBAL REAL ESTATE SE | AT COST | $433,898 | $513,418 |
| 93451.471 PACE ALTERNATIVE STRATEGIE | AT COST | $1,009,278 | $997,127 |
| 73826.545 PACE LARGE CO GROWTH EQUIT | AT COST | $1,708,741 | $1,944,591 |
| 58503.611 PACE SMALL/MEDIUM CO VALUE | AT COST | $1,063,152 | $1,409,937 |
| 12238.148 TWEEDY BROWNE GLOBAL VALUE | AT COST | $321,465 | $356,008 |
| 1385.042 JANUS FUNDS HENDERSON EURO | AT COST | $50,000 | $64,806 |
| 10477.4 VANGUARD TOTAL STOCK MKT IND | AT COST | $500,000 | $1,231,723 |
| 14394.632 WASATCH GLOBAL VALUE INV | AT COST | $168,754 | $38,045 |
| 10380.023 PIMCO FUNDS DYNAMIC BOND A | AT COST | $114,844 | $110,340 |
| 32928.236 PACE GLOBAL FIXED INCOME I | AT COST | $335,204 | $322,697 |
| 6783.731 PACE MORTGAGE-BACKED SECURI | AT COST | $87,893 | $85,193 |
| 13582.941 PACE INTERMEDIATE FIXED IN | AT COST | $172,125 | $168,157 |
| 36901.661 PACE STRATEGIC FIXED INCOM | AT COST | $521,298 | $512,195 |
| 53057.36 PACE HIGH YIELD INVESTMENTS | AT COST | $532,226 | $513,065 |
| 7487.068 VANGUARD TOTAL INTL BOND IN | AT COST | $150,000 | $165,165 |
| 53190.582 JOHN HANCOCK FUNDS III DIS | AT COST | $1,050,430 | $1,472,315 |
| 4842.059 TETON WESTWOOD MIGHTY MITES | AT COST | $134,019 | $133,157 |
| 350000 FEDERATED INVESTORS GOVT OBLI | AT COST | $350,000 | $350,000 |
| 42182.721 COHEN & STEERS PREF SEC | AT COST | $606,753 | $595,198 |
| 89769.816 PIMCO COMMODITY REAL RETUR | AT COST | $537,282 | $570,038 |
| 7071.004 VANGUARD CORE BOND ADMIRAL | AT COST | $150,000 | $149,976 |
| 68700.097 T ROWE PRICE FLOATING RATE | AT COST | $671,802 | $669,826 |
| 1800 INVESCO DB G10 CURRENCY HARVEST | AT COST | $49,688 | $44,559 |
| WALTON US LAND FUND 5 LP CL A NSA | AT COST | $136,570 | $172,095 |
| MINERAL INTEREST - WALTON CO, FL | AT COST | $5,500 | $5,500 |
| ORRI INTEREST - CHEROKEE CO, TX | AT COST | $1 | $4,019 |
| ORRI INTEREST - KIT CARSON CO, CO | AT COST | $110 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE AND OFFICE EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $7,787 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $7,787 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| FOUNDATION ASSOC. MEMBERSHIP | $2,379 | $2,379 | |
| INSURANCE | $3,119 | $3,119 | |
| PARTNERSHIP PORTFOLIO DEDUCTI | $773 | $773 | |
| BROKER ACCOUNT FEES | $632 | $632 | |
| REFUND PRIOR YRS INDONESIA O& | $139,994 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PELES LLC - GROSS ROYALTIES | $593 | $593 |
| WALTON US LAND FUND 5 LP | $1 | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTOR ADVISOR FEES | CategoryTxt |
| Amt | $247,492 | Amt |
| Net Investment Income | $247,492 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PROPERTY TAXES | $129 | $129 |
| EXCISE TAX ON INVESTMENT INCOME | $59,858 | |
| FOREIGN DIVIDEND TAX WITHHELD | $11,346 | $11,346 |
| STATE SEVERANCE TAXES-ROYALTY IN | $26 | $26 |