2022-11-15T13:28:56-06:00 2021-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2021-01-01 811718705 Congaree Foundation CONG 7135803200 1375 Enclave Parkway Houston TX 77077 Sandra Sena Treasurer 7135803200 2022-11-15 0 Sandra Sena 999009999 Barbara Murphy P01386215 7134395739 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z Marcus A Watts 1375 Enclave Parkway Houston TX 77077 4106084 0 X congareefoundation.org X 2016 TX To promote education, relieve poverty and provide assistance to disadvantaged young people. 3 1 7 6 2327 0 1546096 3500047 0 161503 14066 3887 -68055 86678 1492107 3752115 119983 160000 0 0 0 95723 0 0 0 372557 884068 492540 1139791 999567 2612324 8246851 11096906 53692 252356 8193159 10844550 To undertake activities to promote education, relieve poverty and provide assistance to disadvantaged young people. 0 0 1000283 160000 161503 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. 1000283 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 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 17 0 1 7 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 0 0 0 SC X Sandra Sena 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 0.10 0.00 X X 0 0 0 Eric F Williamson Director 0.50 40.00 X 0 150001 0 Kimberley A Jacobson Secretary & Director (to May 2021) 0.50 40.00 X X 0 150001 0 Sandra Sena Treasurer 0.50 40.00 X 0 150001 0 Paige B Larrabee Secretary (fr June 2021) 0.25 40.00 X 0 150001 0 0 750005 0 0 0 1 0 0 3500047 352332 3500047 Membership fees 713910 115693 115693 Tournament & others 713910 45810 45810 161503 860 860 84351 0 84351 84351 84351 352332 349305 3027 3027 3027 6991 4664 2327 2327 3752115 161503 2327 88238 X 160000 160000 88409 88409 7314 7314 54323 54323 1713 1713 284047 268520 15527 12360 12360 19747 19747 358099 358099 13112 13112 1439 1439 164 164 59063 59063 35674 35674 Repairs 25218 25218 Transportation 7896 7896 Membership dues 6122 6122 Supplies 4316 4316 775 775 1139791 1000283 139508 0 649018 3250020 5301926 5658069 5684 256 2303466 120589 2241940 2182877 53967 8246851 11096906 53692 252356 53692 252356 X 8178159 10829550 15000 15000 8193159 10844550 8246851 11096906 2612324 39067 0 X 0 0 0 X 3228625 1969312 2387824 1546096 3500047 12631904 3228625 1969312 2387824 1546096 3500047 12631904 1734304 10897600 29765 85217 60286 85211 260479 12892383 168494 0.84530 0.82130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2303466 120589 2182877 2182877 1 Boys and Girls Clubs 10 Pinckney Colony Road Suite 103 Bluffton SC 29909 570811876 501(c)(3) 60000 0 Lauch Program Heritage Classic Foundation 71 Lighthouse Road Suite 4200 Hilton Head Island SC 29928 570835114 501(c)(3) 100000 0 General support 2 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. 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 Eric F Williamson Director 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 Kimberley A Jacobson Secretary & Director (to May 2021) 0 150001 0 0 0 0 0 0 0 0 0 150001 0 0 Paige B Larrabee Secretary (fr June 2021) 0 150001 0 0 0 0 0 0 0 0 0 150001 0 0 Part I, Line 4b Kimberley Jacobson received a distribution from a non-qualified compensation plan of less than $10,000. X 18 352332 FMV 0 0 0 Form 990, Part VI, Section A, line 2 Marcus A. Watts, Kimberley A. Jacobson, 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 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 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 CGGI program coordinator: Program service expenses 56,200. Total expenses 56,200. CGGI program participant fees: Program service expenses 80,059. Total expenses 80,059. Consulting: Program service expenses 132,261. Total expenses 132,261. Other professional fees: Management and general expenses 15,527. Total expenses 15,527. Sergeant Jasper LLC 1375 Enclave Parkway Houston TX 77077 861415944 Municipal golf facility TX 168493 35704 Congaree Foundation Accelerated Solutions Group LLC 1375 Enclave Parkway Houston TX 77077 852240490 Vehicle Part/Supply TX N/A 0 0 ARC Atlantic LLC 1375 Enclave Parkway Houston TX 77077 831925270 Investments DE N/A 0 0 Auberge Resorts LLC 33 Reed Blvd Mill Valley CA 94941 680433591 Hospitality Services DE N/A 0 0 Congaree Golf Partners LLC 1375 Enclave Parkway Houston TX 77077 465491258 Golf Club TX N/A 0 0 Diamond Creek Holdings LLC 1375 Enclave Parkway Houston TX 77077 460976267 Golf Club DE N/A 0 0 FR - Enclave SPV LP 1375 Enclave Parkway Houston TX 77077 205132626 Real Estate Rental TX N/A 0 0 FR - Lexus II Limited 1375 Enclave Parkway Houston TX 77077 813288534 Real Estate Rental TX N/A 0 0 Friedkin Capital Partners LLC 1375 Enclave Parkway Houston TX 77077 461647227 Investments TX N/A 0 0 Friedkin Financial Group LLC 1375 Enclave Parkway Houston TX 77077 475333005 Financial Services TX N/A 0 0 Friedkin Financial Services LLC 1375 Enclave Parkway Houston TX 77077 824511518 Portfolio Mgmt TX N/A 0 0 Iconic Properties LLC 1375 Enclave Parkway Houston TX 77077 472406839 Hotel DE N/A 0 0 Mayflower Owners LLC 1375 Enclave Parkway Houston TX 77077 384095768 Hotel Mgmt DE N/A 0 0 Point Villas Real Properties LLC PO Box 3528 Beaumont TX 77704 820905931 Real Estate TX N/A 0 0 Vanderbilt Owners LLC 1375 Enclave Parkway Houston TX 77077 832543616 Hotels Mgmt DE N/A 0 0 White Barn Owners LLC 1375 Enclave Parkway Houston TX 77077 611904837 Hotels Mgmt DE N/A 0 0 AAG - OM Real Estate LLC 1375 Enclave Parkway Houston TX 77077 Real Estate DE N/A 0 0 Ascent Automotive Group - OM LLC 1375 Enclave Parkway Houston TX 77077 Automotive DE N/A 0 0 DRC Investment Holdings LLC 1375 Enclave Parkway Houston TX 77077 Investments DE N/A 0 0 DRC Investment Management LLC 1375 Enclave Parkway Houston TX 77077 Investments DE N/A 0 0 Adventures Holdings International Limited Shirley St And Victoria Ave Nassau BF Holding Company BF N/A C 0 AWH Investments Inc 1375 Enclave Parkway Houston TX 77077 204721147 Investments TX N/A S 0 DALH LLP 1375 Enclave Parkway Houston TX 77077 800062204 Commercial Lease DE N/A S 0 Friedkin Adventure Companies Inc 1375 Enclave Parkway Houston TX 77077 760201078 Holding Company TX N/A C 0 Friedkin Aviation Inc 1375 Enclave Parkway Houston TX 77077 760245982 Aviation TX N/A S 0 Friedkin Companies Inc 1375 Enclave Parkway Houston TX 77077 741978362 Corporate Svc TX N/A S 0 Friedkin Holdings Inc 1375 Enclave Parkway Houston TX 77077 760265539 Holding Company TX N/A S 0 Friedkin Marketing Inc 1375 Enclave Parkway Houston TX 77077 200023737 Marketing DE N/A S 0 GS Administrators of Florida Inc 1375 Enclave Parkway Houston TX 77077 463957735 Insurance TX N/A C 0 GS Administrators Inc 1375 Enclave Parkway Houston TX 77077 760255277 Insurance TX N/A C 0 GS Protection Inc 1375 Enclave Parkway Houston TX 77077 760375550 Insurance LA N/A C 0 GSFS Holdings Inc 1375 Enclave Parkway Houston TX 77077 471140773 Holding Company TX N/A C 0 Gulf States C Company Ltd 1375 Enclave Parkway Houston TX 77077 521647737 Insurance VI N/A C 0 Gulf States Financial Services Inc 1375 Enclave Parkway Houston TX 77077 760068653 Sales & Marketing TX N/A C 0 Gulf States Toyota Inc 1375 Enclave Parkway Houston TX 77077 741625795 Auto Wholesale TX N/A S 0 Pursuit Holdings LLC 1375 Enclave Parkway Houston TX 77077 814462377 Holding Company DE N/A S 0 Sentruity Casualty Company 1375 Enclave Parkway Houston TX 77077 208251511 Insurance TX N/A C 0 The Friedkin Group Inc 1375 Enclave Parkway Houston TX 77077 275549425 Holding Company TX N/A S 0 The Pyramid Family Group Inc 1375 Enclave Parkway Houston TX 77077 760251127 Investments DE N/A S 0 USAL Holdings LLC 1375 Enclave Parkway Houston TX 77077 453036215 Holding Company TX N/A S 0 Water Spirit Inc 1375 Enclave Parkway Houston TX 77077 760436771 Holding Company DE N/A S 0 Westlex Corporation 1375 Enclave Parkway Houston TX 77077 760273056 Auto Retailer TX N/A S 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 Congaree Golf Partners LLC P 240527 cash Congaree Golf Partners LLC K 305000 cash