NELDA C AND HJ LUTCHER STARK FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NELDA C AND HJ LUTCHER STARK FOUNDATION (EIN 74-6047440)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-12
- IRS object ID
- 202213169349100736
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-12T17:54:53-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746047440 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nelda C and HJ Lutcher Stark Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NELD | BusinessNameControlTxt |
| Phone | 4098833513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 Green Ave | AddressLine1Txt |
| City | Orange | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 776305718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Clyde V McKee III | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 4098833513 | PhoneNum |
| Signature | 2022-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Clyde | PersonFirstNm |
| Person Last | McKee III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $695,977,122 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $392,123 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,610 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,610 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11,610 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $10,837,671 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,837,671 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $10,837,671 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $20,900 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $20,900 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $20,900 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $19,000 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $27,309,840 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $153,037,921 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,321,501 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $8,854,147 | NetSTCapitalGainAdjNetIncmAmt |
| Incm Modifications Adj Net Incm | $1,011,797 | IncmModificationsAdjNetIncmAmt |
| Cost Of Goods Sold | $764 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$764 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | -$764 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,545,660 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,531,435 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,535,164 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $41,117,040 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,723,117 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $22,270,525 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $762,733 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $216,746 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $216,746 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $545,987 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,358,849 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $2,578 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,356,271 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,232,073 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $44,137 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $44,523 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,187,550 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $119,757 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,587 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $1,587 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $118,170 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $108,474 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $49,313 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $49,313 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $59,161 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,367,754 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,157,504 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $2,157,504 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $210,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $560,180 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $63,757 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $63,757 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $485,000 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,190,442 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $23,695 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $23,695 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $626,807 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,980 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $2,980 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $623,827 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $37,423 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $61 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $61 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $37,362 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,464 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,464 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,651,327 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $79,350 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $79,350 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,571,977 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,020,283 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,639,130 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,642,094 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,200,019 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $555,493 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $555,493 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,575,776 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,639,130 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,642,094 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,755,512 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,541,264 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,083,987 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,628,431 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,555 | CashBOYAmt |
| Cash EOY | $1,555 | CashEOYAmt |
| Cash EOYFMV | $1,555 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,678,273 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,337,460 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,345,596 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $31,252 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $43,793 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $43,793 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $182,887,971 | CorporateStockBOYAmt |
| Corporate Stock EOY | $181,635,514 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $232,006,321 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $36,606,485 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $51,505,279 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $52,430,813 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,917,804 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $263,165 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,670,790 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,654,639 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $5,263,200 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $92,264,193 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,566,744 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $125,231,048 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $86,882,038 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,361,089 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $47,479,141 | LandBOYAmt |
| Land EOY | $46,520,949 | LandEOYAmt |
| Land EOYFMV | $86,654,796 | LandEOYFMVAmt |
| Other Assets BOY | $43,458,623 | OtherAssetsBOYAmt |
| Other Assets EOY | $43,360,668 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $185,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $413,078,283 | TotalAssetsBOYAmt |
| Total Assets EOY | $434,626,601 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $695,977,122 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $210,686 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $218,715 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $210,686 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $218,715 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $412,867,597 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $434,407,886 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $412,867,597 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $434,407,886 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $413,078,283 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $434,626,601 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $412,867,597 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,541,264 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $434,408,861 | SubtotalAmt |
| Other Decreases | $975 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $434,407,886 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly traded securities | $153,035,152 | $126,390,106 | $26,645,046 | $26,645,046 | |||
| Passthrough K-1 capital gain | $772,566 | $772,566 | |||||
| Sale of assets | $1,469 | $97,580 | -$96,111 | -$96,111 | P | 2020-01-01 | 2021-07-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,321,501 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,854,147 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $515,467 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $515,467 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $515,467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $440,212 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $300,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $740,212 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $224,745 | OverpaymentAmt |
| Applied To ES Tax | $224,745 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.starkfoundation.org | WebsiteAddressTxt |
| Individual With Books | Clyde V McKee III | IndividualWithBooksNm |
| Phone | 4098833513 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 Green Ave | AddressLine1Txt |
| City | Orange | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 776305718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Rob Clark | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Chair | 3.00 | $15,000 | $0 | $0 |
| Al Granger | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Vice Chair | 2.00 | $15,000 | $0 | $0 |
| Dr Suzonne Crockett | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Director | 2.00 | $11,250 | $0 | $0 |
| Deborah Hughes | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Director | 2.00 | $15,000 | $0 | $0 |
| David Jones | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Director | 2.00 | $8,750 | $0 | $0 |
| Craig Lemons | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Director | 2.00 | $0 | $0 | $0 |
| W G Riedel III | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Director | 2.00 | $15,000 | $0 | $0 |
| Clyde V McKee III | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | President & CEO | 40.00 | $319,764 | $16,853 | $0 |
| Jennifer L Staton | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | VP/CFO/Tres | 40.00 | $273,610 | $32,231 | $0 |
| Phyllis Woodford | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Secretary | 40.00 | $89,359 | $19,343 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Jennifer Barroeta | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | HR Manager | 40.00 | $162,382 | $34,332 | $0 |
| Preston Lange | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Property Supervisor | 40.00 | $111,072 | $53,275 | $0 |
| Katrina Nelson-Thomas | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Arts/History Directo | 40.00 | $130,300 | $32,295 | $0 |
| Michael Brister | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | IT Manager | 40.00 | $119,564 | $31,069 | $0 |
| Franklin Harris | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Chief Property Offic | 40.00 | $132,827 | $71 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 29 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Honeywell Building Solutions | |||||
| 1985 Douglas Dr N | Golden Valley | MN | 55422 | Bldg maintenance/ Construction | $1,314,623 |
| UBS Financial Services Inc | |||||
| 1285 Ave of the Americas | New York | NY | 10019 | Investment Management | $738,255 |
| Richard Bernstein Advisors | |||||
| 1251 6th Ave | New York | NY | 10020 | Investment Management | $626,600 |
| GCM Grosvenor | |||||
| 767 5th Ave 14th Floor | New York | NY | 10153 | Investment Management | $434,777 |
| Schaffer Cullen Capital Management | |||||
| 645 5th Ave Ste 1201 | New York | NY | 10022 | Investment Management | $204,089 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 5 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Stark Museum of Art - See Statements 19 & 20 | Description1Txt |
| Expenses1 | $3,831,959 | Expenses1Amt |
| Description2 | W. H. Stark House - See Statement 21 | Description2Txt |
| Expenses2 | $985,061 | Expenses2Amt |
| Description3 | Lutcher Theater - See Statement 22 | Description3Txt |
| Expenses3 | $3,748,611 | Expenses3Amt |
| Description4 | Shangri La Botanical Gardens and Nature Center - See Statement 23 | Description4Txt |
| Expenses4 | $6,622,432 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $285,466,859 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,872,717 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $122,931,264 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $411,270,840 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $411,270,840 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,169,063 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $405,101,777 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,255,089 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,755,512 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,240,308 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $15,995,820 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2011-10-17 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $19,628,431 | CurrentYearAmt |
| Year1 | $5,264,981 | Year1Amt |
| Year2 | $11,582,547 | Year2Amt |
| Year3 | $12,738,705 | Year3Amt |
| Total | $49,214,664 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $16,684,166 | CurrentYearAmt |
| Year1 | $4,475,234 | Year1Amt |
| Year2 | $9,845,165 | Year2Amt |
| Year3 | $10,827,899 | Year3Amt |
| Total | $41,832,464 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,995,820 | CurrentYearAmt |
| Year1 | $13,152,156 | Year1Amt |
| Year2 | $13,284,081 | Year2Amt |
| Year3 | $15,532,289 | Year3Amt |
| Total | $57,964,346 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $555,493 | CurrentYearAmt |
| Year1 | $851,384 | Year1Amt |
| Year2 | $604,303 | Year2Amt |
| Year3 | $607,230 | Year3Amt |
| Total | $2,618,410 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,440,327 | CurrentYearAmt |
| Year1 | $12,300,772 | Year1Amt |
| Year2 | $12,679,778 | Year2Amt |
| Year3 | $14,925,059 | Year3Amt |
| Total | $55,345,936 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $13,503,393 | CurrentYearAmt |
| Year1 | $11,272,767 | Year1Amt |
| Year2 | $11,116,341 | Year2Amt |
| Year3 | $11,449,729 | Year3Amt |
| Total | $47,342,230 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Chandler Brooks | |||||||
| PO Box 13052 | Nacogdoches | TX | 75962 | None | I | Scholarship | $1,500 |
| Brandon Curl | |||||||
| PO Box 7758 UT Station | Austin | TX | 78713 | None | I | Scholarship | $5,070 |
| Jackson Dallas | |||||||
| PO Box 10183 | Beaumont | TX | 77710 | None | I | Scholarship | $1,500 |
| Madison Day | |||||||
| PO Box 13052 | Nacogdoches | TX | 75962 | None | I | Scholarship | $3,820 |
| Whitley Hoyland | |||||||
| PO Box 7758 UT Station | Austin | TX | 78713 | None | I | Scholarship | $4,541 |
| Spencer Johns | |||||||
| PO Box 1848 | University | MS | 38677 | None | I | Scholarship | $769 |
| Tuyen Le | |||||||
| 31 E Cullen Bldg | Houston | TX | 77204 | None | I | Scholarship | $5,044 |
| Amber Martinez | |||||||
| PO Box 10183 | Beaumont | TX | 77710 | None | I | Scholarship | $1,538 |
| Hadley Psencil | |||||||
| 31 E Cullen Bldg | Houston | TX | 77204 | None | I | Scholarship | $2,000 |
| Claydra Rhodes | |||||||
| 31 E Cullen Bldg | Houston | TX | 77204 | None | I | Scholarship | $1,096 |
| Samuel Ridout | |||||||
| 601 University Dr | San Marcos | TX | 78666 | None | I | Scholarship | $2,687 |
| Carissa Slaughter | |||||||
| PO Box 10183 | Beaumont | TX | 77710 | None | I | Scholarship | $2,428 |
| Shelby Vogt | |||||||
| PO Box 2328 | Huntsville | TX | 77341 | None | I | Scholarship | $3,000 |
| Lamar State College - Orange | |||||||
| 418 Green Ave | Orange | TX | 77630 | N/A | GOV | To fund a Stark scholarship program administered by Lamar State College - Orange | $100,000 |
| Orange County Sheriff's Posse | |||||||
| PO Box 1082 | Orange | TX | 77631 | N/A | GOV | To fund a memorial scholarship fund to honor Franklin Augustus Harris, Jr. | $10,000 |
| Julie Rogers Gift of Life Program | |||||||
| 148 S Dowlen Rd | Beaumont | TX | 77707 | N/A | PC | To provide cancer screening for indigent individuals | $25,000 |
| Nutrition and Services for Seniors | |||||||
| 4590 Concord Rd | Beaumont | TX | 77703 | N/A | PC | To provide funding for the County's Meals on Wheels Program and related services | $15,000 |
| Southeast Texas Food Bank Inc | |||||||
| 3845 S M L King Jr Pkwy | Beaumont | TX | 77705 | N/A | PC | Food Backpack Program to provide weekend food for indigent children | $25,000 |
| Orange Co Comm Partners for Children | |||||||
| 4446 Gilbert Dr | Orange | TX | 77632 | N/A | PC | To stock the Rainbow Room in Orange with emergency food, clothing, and toys | $5,000 |
| Orange Community Action Association | |||||||
| PO Box 728 | Orange | TX | 77631 | N/A | PC | Funds for Meals on Wheels program serving the Orange County area | $15,000 |
| Bridge City ISD | |||||||
| 1035 West Roundbunch | Bridge City | TX | 77611 | N/A | GOV | To purchase clothing for indigent school children | $3,000 |
| Deweyville ISD | |||||||
| PO Box 408 | Deweyville | TX | 77614 | N/A | GOV | To purchase clothing for indigent school children | $3,000 |
| Little Cypress - Mauriceville CISD | |||||||
| 7327 Hwy 87 N | Orange | TX | 77632 | N/A | GOV | To purchase clothing for indigent school children | $3,000 |
| Orangefield ISD | |||||||
| PO Box 228 | Orangefield | TX | 77639 | N/A | GOV | To purchase clothing for indigent school children | $3,000 |
| Vidor ISD | |||||||
| 120 E Bolivar St | Vidor | TX | 77662 | N/A | GOV | To purchase clothing for indigent school children | $3,000 |
| West Orange - Cove CISD | |||||||
| PO Box 1107 | Orange | TX | 77631 | N/A | GOV | To purchase clothing for indigent school children | $3,000 |
| Orange County Sheriff's Office | |||||||
| PO Box 1468 | Orange | TX | 77631 | N/A | GOV | Funds for the Blue Sana Program serving children in need during Christmas | $7,500 |
| The University of Texas at Austin | |||||||
| PO Box 7458 | Austin | TX | 78713 | N/A | GOV | Funding for the Stark Center for Physical Sports and Culture on the UT campus | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $555,493 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Scholarship Awards | |||||||
| PO Drawer 909 | Orange | TX | 77631 | None | I | Scholarships | $144,483 |
| Lamar State College - Orange | |||||||
| 418 Green Ave | Orange | TX | 77630 | N/A | GOV | Scholarships administered by LSCO | $700,000 |
| Orange Co Comm Partners for Children | |||||||
| 4446 Gilbert Dr | Orange | TX | 77632 | N/A | PC | Funds to stock Rainbow Room | $5,000 |
| Orange Lions Club Charity Carnival | |||||||
| PO Box 1572 | Orange | TX | 77631 | N/A | PC | Repairs and maintenance of equipment | $10,000 |
| Triangle Area Network | |||||||
| 3727 N 16th St | Orange | TX | 77630 | N/A | PC | To fund relocation and building expenses | $75,000 |
| Triangle Area Network | |||||||
| 3727 N 16th St | Orange | TX | 77630 | N/A | PC | Matching funds for mental health services | $37,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $971,983 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Educational programs | $3,629 |
| Reproduction fees | $100 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,610 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,837,671 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,000 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,321,501 | ExclusionAmt |
| Related Or Exempt Function Incm | -$11,661 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$764 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 income | 14 | $1,107,135 |
| Oil & gas royalties | 15 | $424,300 |
| Refunds/ins proceeds | 01 | $1,010,496 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $40,712,713 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,304 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,723,017 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1a | Both Shangri La Botanical Gardens and the Stark Museum of Art charge a materials fee for various educational workshops held throughout the year. These activities contribute importantly to the accomplishment of the Foundation's exempt educational purpose by stimulating and enhancing public awareness, interest, and appreciation for the varied educational programming offered by the Stark Cultural Venues. |
| 1b | Photographs and color transparencies of objects in the collection are also sold and rented to individuals, researchers, universities, and publishing companies. These activities contribute importantly to the achievement of the awareness, interest, and appreciation of art and a broader segment of the public may be encouraged to visit the Museum to share in its educational functions and programs. Furthermore, these activities help preserve the art and help present the pieces for public viewing. |
| 5b | Rental of space at Shangri La Botanical Gardens encourages visitors to become aware about environmental issues and good environmental stewardship. |
| 10 | The Museum Book Store sells printed reproductions of items in the art collection and various items directly related to the collection. The Shangri La Caf offers a variety of sandwiches, salads, and drinks for the convenience of visitors. These activities contribute importantly to the achievement of the Foundation's exempt educational purpose by stimulating and enhancing public awareness, interest, and appreciation for the varied educational programming offered by the city. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| US Department of the Treasury | ||||||
| 1 | 950 Pennsylvania Ave NW | Washington | DC | 20220 | $350,015 | Yes (X) |
| Chevron Phillips | ||||||
| 2 | 5309 FM 1006 | Orange | TX | 77630 | $10,500 | Yes (X) |
| International Paper | ||||||
| 3 | 812 Owens Illinois Rd | Orange | TX | 77632 | $8,500 | Yes (X) |
| Koch Industries | ||||||
| 4 | PO Box 2256 | Wichita | KS | 67201 | $6,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Independent audit/tax services | CategoryTxt |
| Amt | $108,474 | Amt |
| Net Investment Income | $49,313 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $49,313 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $59,161 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|
| Land | 2011-11-11 | $1,366,835 | L | $0 | $0 | $0 | ||
| Buildings | 2011-11-11 | $548,921 | SL | $16,143 | $0 | $0 | $244,974 | 25.000000000000 |
| Machinery and Equipment | 2011-11-11 | $2,048 | SL | $0 | $0 | $0 | $2,048 | 5.000000000000 |
| Land | 2011-11-11 | $6,726,988 | L | $0 | $0 | $0 | ||
| Buildings | 2011-11-11 | $73,715,862 | SL | $2,762,953 | $0 | $0 | $32,283,878 | 25.000000000000 |
| Machinery and Equipment | 2011-11-11 | $6,439,188 | SL | $411,346 | $0 | $0 | $4,902,912 | 5.000000000000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Sale of charitable assets | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $1,300 | GrossSalesPriceAmt |
| Basis | $12,961 | BasisAmt |
| Basis Method | Cost | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$11,661 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (6 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Controlled Entities | Form 990-PF, Part VII-A, Line 11 | The entity below is an investment fund and is not a business enterprise, per IRC 4943(d)(3)(B).GCM Galaxy, SPCP.O. Box 309 Ugland HouseGrand Cayman, KY1-1104, Cayman Islands |
| Summary of Direct Charitable Activities | Form 990-PF, Part VIII-A | THE PURPOSE OF THE STARK FOUNDATION The Nelda C. and H.J. Lutcher Stark Foundation is a private operating foundation established in 1961 to encourage and assist education and to improve and enrich the quality of life in Southeast Texas. The Stark Foundation carries out this mandate, in part, through the programs of the Stark Museum of Art, the W.H. Stark House, the Frances Ann Lutcher Theater for the Performing Arts, and the Shangri La Botanical Gardens and Nature Center. Through the operation of these venues, the Stark Foundation contributes historical, artistic, environmental, and cultural resources to the area and provides the community and region with opportunities for study and enjoyment of the arts, history, and nature.The Foundation seeks to encourage and assist education through grants and through the Miriam Lutcher Stark Contest in Reading and Declamation, a qualified scholarship program for public high school students in Orange County, Texas. The Foundation may also make grants for health and human services, arts and culture, and community enhancement. Location and Hours of Operation: The Stark Foundation office is located at 601 Green Avenue, Orange, Texas 77630. Hours of operation are Monday through Friday, 8 a.m.-5 p.m. The Foundation is closed on major holidays, including Christmas Eve day through New Year's Day. Stark Foundation Contact Information: The phone number is (409) 883-3513. The fax number is (409) 883-3530. The mailing address is P.O. Box 909, Orange TX 77631-0909. The website is www.starkfoundation.org.The email address is info@starkfoundation.org. FOUNDATION PROGRAMSSTARK CULTURAL VENUES:In January 2013, the Nelda C. and H.J. Lutcher Stark Foundation established a new Stark Cultural Venues ("SCV") brand identity, which formally tied together Shangri La Botanical Gardens and Nature Center, the Stark Museum of Art, and The W.H. Stark House. The reorganization established the Stark Art and History Venues ("A&H"), which combined operations of the Stark Museum of Art ("SMA"), The W.H. Stark House ("House"), the SMA Library ("Library"), and the Stark Foundation Archive ("Archive"). Additionally, this reorganization consolidated management of the A&H venues under one director.While the A&H Venue budgets and staff offices are tied to the specific venues (Museum, House, Library, and Archive), the staff was reorganized into five functional groups that connect across the venues: administration, curatorial, collections, exhibitions, and education. Free Admission to Stark Cultural Venues:General admissions to all Stark Cultural Venue programming are free and open to the public. Lutcher Theater Inc. charges admissions to its show program events. Some special programming may require a fee to offset special material and supply costs.All school groups receive free admission to the SCV. Lutcher Theater charges a nominal admission fee for school groups. Transportation for school groups to visit Stark Cultural Venues is generally reimbursed to encourage school visitation. Transportation to the Lutcher Theater for school groups is not reimbursed.Stark Cultural Venues are open to the public from Tuesday through Saturday from 9:00 AM to 5:00 PM. They are closed on major holidays, including Christmas Eve day through New Year's Day.See the 2021 Annual Reports for the Stark Art and History Venues, Frances Ann Lutcher Theater for the Performing Arts, and the Shangri La Botanical Gardens and Nature Center. STARK MUSEUM OF ART - Line 1 $ 3,353,103 - Operating Expenses$ 478,856 - Capital Expenditures$ 3,831,959 - Total Program ExpendituresEmployees: 14 Full-time and 11 Part-timeThe Stark Museum of Art ("SMA") opened to the public in November 1978 with the expressed objective of preserving and displaying the art collection of the Nelda C. and H.J. Lutcher Stark Foundation for the benefit of the public. The Museum's permanent collection consists of Art of the American West 1830-1950 (paintings, sculptures, drawings, and prints), Native American artifacts, Steuben crystal, rare books and manuscripts, and porcelain birds by Edward Marshall Boehm and Dorothy Doughty. Almost 20,000 square feet of the Museum is dedicated to exhibitions including 4,000 square feet of gallery space devoted to temporary exhibits on changing themes. The Foundation continues to add to the collection by acquiring works of art that complement and enhance the permanent collection.Statement of Purpose:In support of the mission of the Nelda C. and H.J. Lutcher Stark Foundation, the Stark Museum of Art preserves a significant collection of paintings, sculptures, books, prints, and artifacts with an emphasis on the art of the American West. The Museum strives to educate, enrich, and inspire area students and the broader community through interpretive and educational exhibitions, interactive programming, art making experiences, lectures, and publications. Additionally, the SMA makes research accessible and supports scholarship relating to the study of art, encourages creativity, helps develop a deeper understanding and enjoyment of art, fosters an appreciation for its preservation, and provides a meaningful connection between the past and the present. Admissions and Tour Information:General Admissions and tours are free and open to the public. Guided tours for students and adults and studio art experiences are available with pre-registration.Location and Hours of Operation: The Stark Museum of Art is located at 712 Green Avenue, Orange, Texas 77630. Hours of operation are Tuesday through Saturday, 9 a.m.-5 p.m. The Museum is closed on major holidays, including Christmas Eve day through New Year's Day.Stark Museum of Art Contact Information: The phone number is (409) 886-2787. The fax number is (409) 883-6361. The mailing address is P.O. Box 909, Orange TX 77631-0909. The website is www.starkmuseum.org. The email address is info@starkmuseum.org.THE W.H. STARK HOUSE - Line 2 $ 747,136 - Operating Expenses$ 237,925 - Capital Expenditures$ 985,061 - Total Program ExpendituresEmployees: 2 Full-timeThe W.H. Stark House ("House") is the 1894 Victorian home of Miriam and William H. Stark that has been restored to the 1920s time period. It contains more than 11,000 decorative objects and artifacts, original to the family, which are exhibited in 15 room settings in this historic house and in the Carriage House exhibition spaces. In 1976, The W.H. Stark House was designated as a recorded Texas Historical Landmark and was entered in the National Register of Historic Places. Carriage House of the W.H. Stark House: The first floor of the Carriage House, where the House tour begins, contains, among other family items, a 1908 Hupmobile in pristine condition. On the second floor, visitors will find an extensive collection of "American Brilliant Cut Glass" from the period 1880-1915. Other items include a collection of elaborately carved ivory from the Orient and many decorative objects owned by the W.H. Stark family from the 1800's to the early 1900's.Statement of Purpose:In support of the mission of the Nelda C. and H.J. Lutcher Stark Foundation, The W.H. Stark House ("House") preserves and exhibits its structures, grounds, and collections in order to interpret the historical role of the W.H. Stark family in the history of Southeast Texas and the greater Gulf region. The House strives to educate, enrich, and inspire our visitors and the broader community by helping develop a deeper understanding and enjoyment of history, by encouraging an appreciation for its preservation, and by providing a meaningful connection between the past and the present.Admissions and Tour Information:General Admissions and tours are free and open to the public. The House will reopen for tours in late November 2019 after a major water leak in late 2018 caused significant damage to the interior. The public is encouraged to book their tour reservations online. Location and Hours of Operation:Both The W.H. Stark House and the associated Carriage House are located at 610 Main in historic downtown Orange, Texas.Beginning in 2020, the House plans to be open the second Friday and Saturday of each month. The website will list specific days the House is open for tours and the available time slots for each day. In addition to the open tour dates, the House plans to host a variety of specialty tours and programs that feature the Lutcher and Stark families and area history.Hours of operation are from 9 a.m.-5 p.m. Guided tours of the House are available for ages 6 and up. One adult is required for every two children ages 6 12. The last tour begins at 4:00 p.m. The public is encouraged to book all tours online.The House is closed on major holidays, including Christmas Eve day through New Year's Day.Additional information is available by calling (409) 883-0871. Small drop by groups are always welcome.The W.H. Stark House Contact Information: The phone number is (409) 883-0871. The fax number is (409) 886-4697.The mailing address is P.O. Box 909, Orange TX 77631-0909. The website is www.whstarkhouse.org. The email address is info@whstarkhouse |
| Direct Charitable Activities | Form 990-PF, Part VIII-A, Line 1 | STARK ART & HISTORY VENUES 2021 IMPACT REPORTINTROThis report highlights the 2021 activities of the Stark Art & History Venues (A&H): the Stark Museum of Art; The W.H. Stark House, including the Stark Reading Contest; and the Eunice R. Benckenstein Library & Archive. Details about each Venue are organized in three sections: Attendance, Programming, and General Operations. In 2021 the evolving Pandemic kept staff thinking outside of the box on how best to provide service to our community while keeping people safe. A few examples include: - Reorganizing the Stark Museum of Art exhibitions schedule for 2021 and 2022- Pivoting to turn planned onsite student experiences to virtual field trips for the Fall- Evaluating The W.H. Stark House operating model of 40 years and developing a new model for making the history and property accessible with the available staffing and resourcesAdditionally, the staff continued research and discussion about how best to meaningfully incorporate the national conversations about Diversity, Equity, Accessibility, and Inclusion (DEAI) into our work for our community. Staff engaged the Stark Art & History Community Advisory Council (CAC) and program participants in these conversations. Discussions led to reframing our work around 3 priorities: - Center Community- Inspire Curiosity- Champion Multiple PerspectivesThese priorities are considered and reflected in all aspects of A & H to help make offered exhibitions and experiences relevant, engaging, and reflective of the broad community we serve.Over the course of the year, the Stark Art & History Venues team proudly served over 151,411 people through a combination of on-site, outreach, and virtual content. The total reach is actually larger as this number does not reflect general Venue website visits, such as to explore at home resources and watch YouTube videos. Those statistics are tracked by the Stark Foundation Marketing and Public Relations department and available in the Foundation impact infographic.STARK MUSEUM OF ARTATTENDANCEThe Stark Museum of Art served 134,557 people in 2021. This number includes walk-in visitors, program participants, and eMuseum views. The Museum hosted 2,162 walk-in visitors. The Museum offers a number of tools to enhance their experience, including scavenger hunts, video content, and audio content through QR codes. Walk-in visitors spent a total of 1,600 hours visiting the Museum galleries. 52 % of walk-in visitors were visiting SMA for the first time. Primary visitation came from SETX, SWLA, and the Houston area. The Museum also welcomed visitors from across the states including Alaska and Hawaii. To encourage walk-in visitation in 2021, SMA offered promotions such as a themed gift card drawing for the Rolling Art exhibition and a staff and Art & History CAC walk-in visitor challenge. The Stark Museum of Art served 97,652 people through on-site, outreach, and virtual programming in 2021. Details on the range of program offerings and attendance are below.Additionally, eMuseum, the digital collections access platform, was viewed 34,743 times over the course of the year. A significant number of views were related to The West as Home exhibition featured objects. PROGRAMMINGEducation & Public ProgramsThe Stark Museum of Art Education Department worked hard to anticipate demand for on-site and virtual offerings as the COVID situation evolved. In the spring, staff developed a 40-page catalog highlighting 29 program offerings for Pre-K-12 schools in the 2021-2022 academic year: 14 curriculum based onsite field trips, 9 curriculum-based virtual field trip programs, 2 onsite student art exhibitions, 3 teacher workshops, and a new downloadable version of the mural program. Over the summer in response to increasing COVID cases, staff pivoted to exclusively offer virtual field trips through 2021 and prepare a relaunch of on-site programs in the first quarter of 2022. The Education Department served 44 different campus sites included public and private schools as well as preschools and daycares. Approximately half of the campuses served were from Orange County. Program participants were also from Texas Educational Region 4, 5, 7,10; Calcasieu Parish, Louisiana; and Kentucky, Washington, and California.During the month of July, the education department returned to offering on-site teacher professional development by scheduling 3 workshop topics over 5 days. Based on huge demand, staff expanded to 12 days of classes and doubled the number of teacher participants.The staff continued their commitment to outreach by developing kits for summer local library programs, the Boys and Girls Club, Orange County students participating in the summer feeding programs, and foster families. They also expanded the virtual program opportunities through development of Mediation Moments, a voting activity for selecting Audubon images on view, and through partnering with outside organizations to explore Western Art collections and collecting during Lunch & Look @ Home programs. Beginning in August, education staff began the relaunch of in-person, onsite programs with our Adult Studio Workshop programs. Sold-out workshops took place in August, November, and December. Additionally, education staff facilitated 5 studio workshops in December for Stark Foundation Employees.School (including virtual, mural @ home, exhibitions, kit-based) - 22,865- Virtual Field Trip Kits - 11,631- Mural @ Home - 3,522- Onsite School Programs - 72- Juried Student Art Entries - 296- Art: It's Elementary Entries - 36 - Virtual Juried Student Art Exhibition - 5,331- Virtual Art: It's Elementary Exhibition - 1,925- Teacher Workshops serving 52 teachers over 12 days - 480 hours of CPE creditsPublic Programs (including kit-based) - 681- Art Quest @ Home - 200- Playdate Crates - 168- Onsite Programs (Adult Studios, Opening Reception) - 213- WHSH Summer Reading Program - 100Public Outreach Programs - 1,621- Summer Library Program Kits - 185- Boys & Girls Club - 510- Summer Creativity Kits - 859- Golden Triangle Foster Family Association - 67Virtual Public Programs - 72,458- 7 Lunch & Look @ Home Programs (Registration & Views) - 2,963- 12 Meditation Moments programs - 6,873- 51 #MakeArtMonday programs - 56,607- Arts in Education Week - 778- Museum Week - 5,116 - Audubon paper switch public voting program - 121Additional Museum Programming- Interviewed, filmed and created The West as Home: Linda Lomahaftewa video for the special exhibition The West as Home- Collaborated with the Couse-Sharp Historic Site in Taos, NM on the production of a video for the special exhibition The West as Home- Curated SMA Playlists for gallery interpretation: Rolling Art (2 playlists), The West as Home (1 playlist), Reframing the West (1 playlist), Picturing the Wild West (1 playlist)- Teaching Artist created 13 coloring sheets for a Stark Cultural Venues Coloring Book 1000 books handed out, plus website downloads- Exhibited poster prints of the artwork from the Stark Cultural Venues Coloring BookEXHIBITIONSThe Exhibition Department also adjusted plans in response to the Pandemic. A number of exhibitions were rescheduled to encourage more visitation as COVID protocols loosened up. The Museum exhibitions were featured in the Glasstire: Texas Visual Arts News and Reviews e-newsletter, a resource for the Texas Art Community. Virtual tours of the Museum's 5 galleries and lobby (1 1/2 -2 minutes each) were available via links. Additionally, local media personality Jackie Simien taped interviews about The West as Home exhibition with the Curator and the Director, Exhibitions & Collection. These specialty story videos were released via the Museum's Facebook page.To further efforts to center the community in exhibitions development, the Art & History CAC and staff explored exhibition galleries to reflect, discuss, and document whether or not the spaces as installed inspired curiosity and reflected multiple perspectives. A lively and candid discussion about the galleries themselves, specific artwork hung in the spaces, and associated intended and unintended interpretation, helped staff consider and develop changes for Gallery 2, a complete reinterpretation and reinstallation of Gallery 3, and a model for future exhibitions.Preparation for exhibitions included: gallery layout and design, graphic design (Exhibitions); extensive matting and framing, interactive technology design and testing (Exhibitions); interactive furniture design and construction (Exhibitions); label and panel production (Exhibitions/Collections); checklist development, layout, and extensive label research and writing (Curatorial); and educational programming and curricula (Education). Staff also work with the building services, security, and marketing departments during exhibition development.Spirit of Bethlehem: The Boehm Porcelain Nativity (November 18, 2020 - January 8, 2021)The exhibit celebrated the holiday season. Sixteen porcelain figures depicted the Christmas story. It presented the tradition of the crche, or manger scene.The Drawing Experience (February 15, 2020 - March 20, 2021)Visitors immersed themselves in the world of drawing in this exhibition. They viewed drawings from the Stark Museum of Art collection including some never on view bef |
| Direct Charitable Activities | Form 990-PF, Part VIII-A, Line 2 | THE W.H. STARK HOUSE, INCLUDING THE MIRIAM LUTCHER STARK CONTEST IN READING AND DECLAMATIONAccess to the Stark House continued to be impacted by COVID throughout the year. In response House staff developed and released a catalog of virtual history programs in the Spring. In addition, staff fine-tuned the Summer Reading program and hosted a new outdoor launch event, ran a modified version of the 117th Stark Reading Contest, developed and piloted new STEAM (Science, Technology, Engineering, Art, and Math) programming, piloted new models for volunteer engagement, and co-curated a House-focused exhibition tied to the Museum's The West as Home exhibition.The W.H. Stark House tour model had been in place since the House opened for tours in 1981. In 2021, the House had multiple closures due to COVID-19 and then the necessity of working around ongoing physical limitations of the site. This prompted staff to evaluate the standing operating model, including available resources and program successes. As a result, they developed a new operations model for The W.H. Stark House. The new model shifts the focus from the 45-minute guided tour program to a more dynamic and holistic model based on monthly offerings of events and programs. Endorsed by administration in the early fall 2021, this model emphasizes working with community partners to increase engagement and provide more consistent access to the site and its history. Upon administrative approval, the staff communicated internally about the change in model. They also engaged the Marketing and Public Relations department in developing a marketing plan to announce the changes to the community-at-large. Plans include release of a 2022 monthly calendar of activities and increased content on The W.H. Stark House website, featuring new detailed virtual tours of the interior. ATTENDANCEThe W.H. Stark House served a total of 16,854 people through on-site, outreach, and virtual activities. As noted earlier in the report, this number does not reflect general Venue website visits.PROGRAMMINGAs mentioned above The W.H. Stark House programming plan evolved throughout the year because of COVID restrictions and significant exterior preservation projects. These changes required flexibility and creativity. The W.H. Stark House Virtual History Program- 3 kit-based history program offerings for elementary, middle school, and high school students- 360 new students served with 15 new teacher connections - Over 30 minutes of video content produced with 15 worksheets and 3 hands-on activitiesAround the Town: Scenes from Historic Orange - 4 vinyl banners installed on the WHSH fence line for exterior display- Accompanying online exhibit page developed with additional photos and contextual information - Webpage received 174 unique visits in 6 weeks117th Stark Reading Contest - 96 participants across the 5 Orange County public high schools competed in Local Finals. - County Final Winners: - Declamation (featuring a historic tie!)~ 1st Place: Tuyen Le Liberty or Death by Patrick Henry (Bridge City)~ 1st Place: Mary Wernig Commencement Speech to UTK by Dolly Parton (Orangefield) ~ 2nd Place: Jonathan Roy Statement to the Court by Eugene V. Debs (Little Cypress-Mauriceville)- Interpretive Reading ~ 1st Place: Alicia Odom "The Nightingale and the Rose" by Oscar Wilde (West Orange Stark) ~ 2nd Place: Emily Haynes Surviving Intimate Terrorism by Hedda Nussbaum (Bridge City)- $55,000 in total scholarships awarded. - 70 minutes of student presentations recorded and made available online. - 115 students from across the 5 schools applied to compete in the 2021-2022 Stark Reading Contest. Summer Reading with The W.H. Stark House - Over 85 children and their families served through Summer Reading with The W.H. Stark House: Miriam presents The Wonderful Wizard of Oz by L. Frank Baum.- This program included 3 online history videos, 4 different books for individual reading levels, 9 worksheets/crafts included in each kit, and 6 activity stations on-site. - 5 theater students from West Orange-Stark High School developed and performed a live play at the event, donating approximately 30 volunteer hours. - In total, 13 volunteers contributed over 60 hours for the program. - 100% of survey respondents said the event was great/exceeded expectations and made their families excited to read the book and learn more about the story. Sensory History STEAM Program - Launched a new program, Sensory History STEAM Kits, in July 2021.- All kits reserved within 2 hours of registration.- Over 50 kits developed and distributed to children ages 2-7- Piloted a 3-day STEAM Camp on-site at The W.H. Stark House for 10 children.- Worked with a volunteer group through Leadership Southeast Texas to build kits and pilot camp, receiving a combined total of 35 volunteer hours. - 100% of STEAM Kit Survey respondents rated their experience with the program as good - excellent and 84% said the activities helped their learners make connections between STEAM topics and history. The W.H. Stark House as Home - On July 23, 2021, The W.H. Stark House as Home opened as a companion exhibit to The West as Home in the Stark Museum of Art. - Co-curated by the WHSH Interpretation & Programming Manager and the Public Engagement Manager, the exhibit consisted of 11 cases which featured nearly 100 objects from the House collection, along with label text and historic photos. Tours of The W.H. Stark House- During the summer, staff piloted a limited tour program using an appointment only model. - 17 tours given to 55 internal audience members between May and August.- 10 tours given for 27 visitors from the start of general public tours in late July through August.Social Media Campaigns and Virtual Programs - 180 Minutes of volunteer voices recorded for online tours of The W.H. Stark House in April. - WHSH staff hosted a themed Lunch & Look at Home: "We Don't Need Roads" - Stark Family Cars in conjunction with the Rolling Art exhibition in May. - The W.H. Stark House participated in a social media swap with the McFaddin Ward House Museum in July. - 20 history highlight posts produced for social media, collectively reaching 11,813 people with 1,285 engagements- Preservation Stories series, featuring 5 posts and 2 videos, reached 4,097 people with 406 engagements between October and December. GENERAL OPERATIONSCollectionsThroughout the year collections staff continued 2019 House inventory follow up. Collections staff and House staff established a strategy for setting rooms to support filming spaces for virtual content and limited tours. They also addressed a number of access and storage issues in preparation for the House repainting and reroofing projects. In addition, staff made large strides in removing non-collections decorative items, such as fake florals and food, from the house proper to better utilize the limited storage space. Acquisitions- The W.H. Stark House acquired 1 object, a brass bed frame that Henry Jacob Lutcher owned and used in the late 19th and early 20th centuries.Deaccessions- Two items were deaccessioned from the WHSH collection in 2021. These items were not disposed of, but will serve as exhibition furniture.- Several items were removed from the On-Deposit collection associated with The W.H. Stark House. Two items were formally transferred to the Eunice R. Benckenstein Library and Archive, one was transferred to the WHSH education collection, one was removed from On Deposit to serve as exhibition furniture, and one item, damaged during the 2019 HVAC leak, was destroyed due to the irrecoverable damage caused to it by the leak. Conservation- Nine (9) items from the WHSH collection, damaged in the 2019 HVAC leak, returned in September 2021 from treatment by Conserving Threads of Dallas, Texas. The items include rugs, a tablecloth, and a rocking chair.TMS Database- Collections staff completed cataloguing 637 objects found in collection during the 2019 WHSH inventory onsite in The W.H. Stark House. The process includes photographing, measuring, and conducting a basic condition assessment of each object. This is an ongoing project, with cataloging estimated to be complete in 2022.Photography- Photographer Tom DuBrock also spent a half day at the WHSH photographing room settings, architectural features, and decorative elements of the House interior. His work resulted in 17 high resolution photographs for use in virtual tours and on the House website.Physical Care of the Collections - To aid in collections care, collections staff reorganized the Kitchen/Prep room on the first floor of the Stark House. Staff also established an inventory for packing supplies to support the ongoing rehousing efforts. The rehousing project continues with a multi-phase approach of identifying areas where objects are currently stored but would be better served residing in the art storage vaults at SMA. Southeast Texas Storm Season- Annually staff update the Hurricane Preparedness and Recovery document in May and review and restock preparedness supplies. 2021 was a calmer storm season than 2020, and did not necessitate any major object movements. BUILDING AND GROUNDS Preservation Projects - The W.H. Stark House is the large |
| Direct Charitable Activities | Form 990-PF, Part VIII-A, Line 3 | LUTCHER THEATER 2021 ANNUAL REPORTLutcher Theater Inc. is committed to presenting professional entertainment for the enlightenment and cultural growth of people living in Southeast Texas and Southwest Louisiana and to better their quality of life and knowledge of the arts and humanities.ATTENDANCE2021 encompasses the second half of the 2020-2021 Season and the first half of the 2021-2022 Season. Although attendance was significantly impacted by COVID-19 closures in the first half of the year, attendance in the second half of the year indicated Lutcher patrons are indeed ready to return to live theater performances.The following is a summary of the events the Lutcher offered in 2021 and the total patrons reached as a result.1 Broadway-Inspired Drive-up Movie - 111 tickets distributed1 Virtual Field Trip - 52 classrooms affected1 Outdoor Concert - 210 tickets sold3 Main Series Events - 3552 tickets sold2 Kids Series Events - 3760 tickets sold1 Rental - 1205 tickets distributed========================================Total - 8890 Patrons ReachedPROGRAMMING (2020-2021 Season)In response to the COVID-19 pandemic performing arts "intermission," the Lutcher staff implemented Project EnterMISSION, a four-part initiative that offered an invitation to the community to do what's typically done during an intermission: Stand, Refresh, Connect & Learn, allowing the Lutcher to engage with patrons in unique and safe ways, until the curtain could rise again.2021 Project EnterMISSION offerings included:Showtime Under The Stars The Phantom of the Opera Movie NightThe Lutcher offered its second Broadway-Inspired Drive-Up Style Movie Night featuring The Phantom of the Opera on February 12, 2021. Patrons enjoyed a socially distant, unique night out, just in time to celebrate Valentine's Day. The evening came complete with chocolates for each car and a visit by the Phantom. Virtual Field Trip Miss Nelson Has a Field DayLutcher Theater worked with Holden & Arts Association (Austin, TX) in partnership with Dallas Children's Theater (Dallas, TX) to offer a virtual field trip for Lutcher Incredible Kids Events patrons. Sponsored by Gopher Industrial, Inc., video access to the play Miss Nelson Has a Field Day was open from February 15 to March 5, 2021; extended access was granted because of school closures during the ice storm. 52 Southeast Texas & Southwest Louisiana educators participated from 11 area schools.Western Swing Spring Fling An Evening With the Quebe Sisters Outdoor ConcertOn April 17, 2021, the Dallas-based, sibling trio, The Quebe Sisters, graced the Lutcher stage with their unique Americana blend of Western Swing and Texas-Style Fiddling. The Lutcher staff planned and prepared for months to create an outdoor concert space, complete with dance floor and food trucks. One hour before showtime, the space was drenched with rain, and at the request of the Quebe sisters, a decision was made to move the event inside the auditorium. Still mindful of COVID-19 concerns, the staff was able to socially distance the guests on the main floor and both patrons and band had a warmer, drier, more enjoyable evening than would have occurred outside. PROGRAMMING (2021-2022 Season)With the beginning of the 2021-2022 Season, the Lutcher Theater reopened after 19 months of closure due to the pandemic and experienced outstanding response in ticket sales and contributions. Below is a list of the shows presented and their descriptions used for marketing:MAIN SERIESAsleep at the Wheel - October 16, 2021 - 7:30 PMFounded in 1970, Asleep at the Wheel has been part of the American roots music landscape for more than 50 years. Although the band got its start on a farm in Paw Paw, West Virginia, Asleep at the Wheel became a cornerstone of the Austin, Texas, scene upon its arrival in 1973. Inspired by Western swing and honky-tonk country, the band has accrued 10 Grammy Awards. In the fall, a career retrospective recorded with the current lineup -- and a few special guests -- will carry the band back onto the road, where they've remained a staple for five decades.Cirque Dreams Holidaze - November 21, 2021 - 7:00 PMCirque Dreams Holidaze lights up the 2021 holiday season with its electrifying stage spectacular-part Broadway musical extravaganza, part cirque adventure wrapped into the ultimate holiday gift for the entire family. With over 300 costumes, 20 acts and 30 artists from every corner of the globe.Hairspray - December 9, 2021 - 7:30 PMYou Can't Stop the Beat! HAIRSPRAY, Broadway's Tony Award-winning musical comedy phenomenon is back on tour! Join 16-year-old Tracy Turnblad in 1960's Baltimore as she sets out to dance her way onto TV's most popular show. Can a girl with big dreams (and even bigger hair) change the world?LUTCHER INCREDIBLE KIDS EVENTS SERIESJanet's Planet A Tour Through the Solar System - November 8, 2021 - 9:30 & 11:30 AMJanet's Planet and her JP Space Crew are taking their new friends on an out-of-this-world adventure! Janet, is going to start at the Sun and share the wonder of our Solar System by visiting every planet orbiting around the star at the center of it all! Grades: 4-6TH; Curriculum Connections: STEAM, Space and Earth ScienceA Very Electric Christmas - December 14, 2021 - 9:30 & 11:30 AMLightwire Theater returns with the story of a young bird named Max and his family heading south for the winter. When Max gets blown off course during a snowstorm, he ends up lost and alone at the North Pole. As he tries to make his way home, his adventure begins, encountering Nutcracker soldiers, caroling worms dancing poinsettias, mischievous mice, and an evil Rat King. Brighten your holidays with this captivating and magical glow-in-the-dark tale of adventure, friendship, and love!Grades: Prek-5TH; Curriculum Connections: Visual Arts, Puppetry, Music, Dance, TechnologyCOMMUNITY CONNECTIONSIn addition to presenting a series of performing arts events for adults and children, the Lutcher team also executes a series of initiatives designed to connect with and serve the community.Lifeshare Blood DriveThe Lutcher was proud to partner once again with Lifeshare Blood Centers for an annual blood drive. With local supply critically low, the Lifeshare team set a goal of 12 donors; Lutcher's supporters surpassed the goal (the only drive that week to meet the goal) including donations from 6 SCV employees.Summer Reading Program PartnershipIn partnership with The W.H. Stark House Summer Reading Program the Lutcher team created a "Page to Stage" theater and activity kit for families. Complete with education on characterization, set creation and puppet play crafts, the kit is a guide for a hands-on group theatrical play at home or with friends. Shangri La Gardens & Symphony of SETX CollaborationThe stage came alive with lights and music during the Lutcher's collaboration with Shangri La Gardens & The Symphony of SETX to create the unique presentation of The Carnival of The Shangri La Gardens Animals, that was videoed and distributed to area classrooms. Kennedy Center Partners in Education WorkshopStudents at Mauriceville Middle School participated in the first annual STEAM summer camp. The Lutcher contributed the Kennedy Center Artist Educator resources & talents of Daniel Barash, founding Director of The Shadow Puppet Workshop. Mr. Barash taught the students (via Zoom) the history of puppetry and demonstrated how to construct and use puppets to tell a story. The students worked with LCMISD educators to make puppets, learn their scripts and stage a puppet play in small groups. The workshop also served as educational training hours for LCMISD educators in the use of shadow puppetry and storytelling in the classroom.Annual PJ and Blanket DriveThe Lutcher team conducted the third annual PJ and Blanket Drive benefitting the Salvation Army of Orange County. Lutcher patrons and SCV staff donated 155 pairs of pajamas and 114 cozy blankets to area children in need. These items were collected at the performances of Cirque Dreams Holidaze and Hairspray. FINCIANCIAL CONTRIBUTIONSThe Lutcher is fortunate to receive financial support from government entities, local businesses and patrons. Financial contributions received in 2021 reflect a portion of the 2020-2021 campaign and a portion of the 2021-2022 campaign. Contributions received in the calendar year 2021 totaled: $153,339.002020-2021 SUPPORTING CAST SPONSORS- Theater UnderwriterNelda C. and H.J. Lutcher Stark Foundation- Producer Level - $7500+City of OrangeOrange County Economic Development Corporation & Orange County Commissioners Court & Hotel Tax CommitteeDOWDiane & Don Shaver- Director Level - $5000+Chevron Phillips Chemical CompanyFirst Financial BankMCT Credit UnionKaren & Bob WorthamThe Houseman CompaniesSusie & Walter Riedel- Star Level - $2500+Sabine Federal Credit UnionGopher IndustrialTerese & Tad McKeeTotal2021-2022 SUPPORTING CAST SPONSORS- Theater UnderwriterNelda C. and H.J. Lutcher Stark Foundation- Season Underwriters - $10,000+City of OrangeOrange County Economic Development Corporation & &r |
| Direct Charitable Activities | Form 990-PF, Part VIII-A, Line 3 | 2021 SHANGRI LA BOTANICAL GARDENS AND NATURE CENTER ANNUAL REPORTINTRODUCTIONIn 2021, Shangri La Gardens was reeling with the continued unpredictability of events as we all continued to manage the pandemic created by the exponential spread of COVID-19. Like most other organizations, our staff continued to spend time working remotely, finding new ways to be in our community, and striving to uphold one another and our work. While Shangri La Gardens maintained a modified daily visitation schedule during the first part of 2021, staff remained very busy with a range of activities and projects associated with a late winter deep freeze recovery and general garden maintenance; targeted public events conducted by Shangri La Gardens staff in support of the Stark Foundation's commitment to education and community engagement; and extensive virtual programming by the Education Department to serve the schools of Orange County and surrounding areas.The commitment of the Stark Foundation and many dedicated staff members was showcased, to ensure that community programs and events would continue to succeed, despite the numerous challenges encountered in response to the unpredictability of the COVID-19 pandemic. We are deeply grateful for the universal support, encouragement, and flexibility from the entire Foundation community.We are pleased to present the 2021 Annual Report for Shangri La Botanical Gardens and Nature Center. This report highlights the accomplishments of our dedicated and talented team of staff who, despite significant challenges, were able to directly engage 53,018 individuals through Onsite Curriculum-based School Programs, Family Programming, Adult Programming, Virtual Programming, Signature Events, and General Visitation during 2021. ATTENDANCEGENERAL VISTATIONA quick review of January 1 to December 22, 2021 shows that Shangri La Gardens recorded 24,874 general garden and group tour visitors. Initially, due to the number of COVID-19 cases in our area, the gardens were open Wednesday through Friday with the recommendation that guests obtain a timed ticket to reduce the chances of crowding. As the number of COVID-19 cases decreased, Shangri La Gardens resumed regular hours Tuesday through Saturday beginning March 16th. Our first Harris County Group Tour arrived on June 22nd after Harris County began to allow 50 percent capacity on their buses. Timed ticketing remained in effect through the fall season as we continuously adjusted operations to accommodate the trends in COVID-19. These adjustments not only helped to reduce crowding, especially during high-volume events, but aimed to keep interaction between staff, volunteers, and visitors to a minimum.The pandemic was not the only force that shook attendance; Winter Storm Uri froze out staff and visitors from February 15th through 20th and consequently disrupted popular garden attractions such as the azalea blooms, and the mating and nesting season of migratory birds on Ruby Lake. Fortunately, by late spring, no traces of Uri were noticed by the untrained eye and visitation resumed as normal.As pandemic conditions improved throughout the year with more persons becoming vaccinated and improved testing site availability; new CDC guidelines opened the door for what seemed to be a normal fall and winter season of public programming and events, and in some cases allowed for record-breaking attendance. SIGNATURE PUBLIC EVENTS Virtual 26th Annual Community Trash-OffWhile we knew that the INVISTA Sponsored and Shangri La Gardens hosted Community Trash-off was a popular way to get involved and make a difference, in light of the impact of COVID-19, as well as recommendations from the Stark Foundation and government leadership, we shifted to a virtual program format. On Saturday, February 27th we hosted our 2021 Virtual Community Trash-Off. While we would have loved to come together for a day of community service and fellowship, the safety of our community members was paramount.Each participant was given their own kit of tools to effectively participate in the clean-up efforts throughout their community, not for just one day, but year-round. Each Trash-Off kit contained: one reusable bag, a trash grabber, a safety vest, a reusable pair of gloves, garbage bags, and a bottle of water. Our hope was to empower our community to continue clean-up efforts year-round by providing the basic tools required for the job. As a community, 316 people collected approximately 60 cubic tons of trash. Eco-Fest and Butterfly ReleaseIn 2021, the Shangri La Gardens Eco-Fest: Blooms and Butterflies was a way to acknowledge and celebrate Earth Day. This multiday family-friendly event featured engaging, self-facilitated activities, as well as multiple butterfly releases. Guests were gifted a low maintenance pollinator-friendly plant to create their own 'butterfly garden' at their home, as well as an accompanying informational care sheets highlighting the importance of pollinators and pollinator plants. Our goal was to have each person walk away from Eco-Fest with a new perspective of their natural world. Spreading the activities of this event over a three-day period allowed us to continue to foster these personal nature-based experiences while keeping those in our community safe. 1,286 guests attended this Entergy sponsored event.National Public Gardens Week & National Pollinator WeekIn 2021, we celebrated National Public Gardens Week, a special time for public gardens to emphasize the importance gardens play in community enrichment, environmental responsibility, sustainable practices, and more. Through this celebration, we encourage the general public to visit, engage, donate, and volunteer. This year, each group who visited the gardens received beautiful pollinator-friendly plants, a plant care card with tips on how to plant their pollinator garden, and a packet of native wildflower seeds. A total of 1,451 visitors came out to help us celebrate during the week and over 1,000 plants found new homes. For National Pollinator Week, we invited each of our 437 visitors to grow their very own pollinator-friendly garden by providing them with our Understanding Butterflies: A Road Map to Successful Butterfly Gardening guide and a packet of pollinator-friendly wildflower seeds to jump start their project. Through this event, we aim to teach the public about the significance of pollinators and give them the confidence to make a positive impact beginning in their own backyards.Scarecrow FestivalIn 2021, the 11th Annual Scarecrow Festival was a great success with 10,269 visitors, including several group tours, and Scarecrow Walk school fieldtrips. Over the course of the month-long event, visitors from all over explored 52 unique scarecrow exhibits installed by our creative community members. Each year, the festival theme focuses on "environmentally friendly" scarecrows made from recycled and/or reused items and inspires friendly competition amongst participants. Notably, for the 2021 festival we sought to add a virtual element by opening voting to not only visitors, but to those at home who may have been quarantined or unable to travel. All votes were cast electronically on our website or via QR code at the gardens, and winners were announced via a special Facebook Live broadcast at Autumn Fair. Autumn FairOur 2021 Autumn Fair was an incredible success. We had 940 members of our community visit to participate in exciting self-guided fall festivities. Autumn Fair offered multiple educational opportunities for guests to interact with nature through take home crafts and self-facilitated games and activities. Activity books served as the guide for each guest, explaining the various opportunities throughout the Gardens. Christmas Strolls & Community Food DriveThe 2021 Christmas Strolls and Community Food Drive event boasted record-breaking attendance, many of whom were first time guests. Over nine evenings, we welcomed 17,479 visitors with the last night of Strolls totaling 4,834 alone. This family-friendly event supported two non-profit groups; monetary and non-perishable food donations were made to Orange Christian Services totaling $6,451 and 10,179 pounds, and $6,452.38 was earned by the Orange Lions Club through the selling of drinks and snacks. We were extremely grateful for the opportunity to collaborate with these local charities. Christmas Strolls also served as the perfect opportunity for visitors to enjoy the 50 community-decorated Christmas trees that were installed throughout the gardens. Decorate-a-Tree participants are encouraged to decorate their trees using mostly recycled materials and each year they showcase outstanding creations for the community to enjoy during the month of December. This year's Community Decorate-a-Tree event was generously sponsored by International Paper.Dreaming of a Green ChristmasOur 2021 Dreaming of a Green Christmas included an opportunity for families to create Christmas tree ornaments from natural materials, and a wreath-making program for adults. 440 guests stopped by the Nature Discovery Lab to create a one-of-a-kind ornament for their family Christmas tree. A full house of 12 enthusiastic adults enjoyed the wreath-making workshop, building their own wreaths from fresh greenery, and other decorative materials.PROGRAMMINGWhile 2021 continued to be a unique and challenging time for the Shangri La Gardens' Education Department, it was also a time of continued innovative education techniques, and redesigned and redeveloped |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 194,800 shs iShares Core US Agg Bond Etf | $22,186,826 | $22,222,784 |
| 75,600 shs Vanguard ST Inflation PSI Fd Etf | $3,870,658 | $3,885,840 |
| 405,278 shs Alpha Centric Inc Op Fd Cls I | $4,463,854 | $4,932,238 |
| 261,810 shs Doubleline Core Fixed Inc Fd | $2,919,184 | $2,864,204 |
| 499,220 shs PGIM ST Corp Bond Cls Z | $5,286,393 | $5,571,299 |
| 483,679 shs Semper MBS Total Return FcI | $4,428,067 | $4,638,480 |
| 414,555 shs Vanguard Ultra-ST Bond Fd Cls | $8,350,297 | $8,315,968 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (118 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 167,900 shs Vanguard Total Stock Mkt Etf | $24,874,618 | $40,537,776 |
| 21,800 shs Vanguard Mid-Cap Etf | $3,792,350 | $5,553,986 |
| 55,100 shs Vanguard FTSE Pac Etf | $4,575,547 | $4,298,351 |
| 484,400 shs Vanguard FTSE All World EX-US Etf | $23,657,479 | $29,684,032 |
| 191,550 shs Vanguard Total World Stk Etf | $14,143,130 | $20,578,217 |
| 33,900 shs Vanguard FTSE AW EX-US Sm Cap Etf | $4,410,755 | $4,541,244 |
| 4,951 shs Allstate Corp | $551,754 | $582,485 |
| 12,425 shs Altria Group Inc | $622,049 | $588,821 |
| 7,400 shs Bank of Amer Corp | $320,739 | $329,226 |
| 9,220 shs BCE Inc New CAD | $389,710 | $479,809 |
| 14,648 shs Bristol Myers Squibb Co | $912,857 | $913,303 |
| 1,070 shs Broadcom Inc | $354,347 | $711,989 |
| 7,701 shs Chevron Corp | $890,359 | $901,255 |
| 11,163 shs CISCO Systems Inc | $692,427 | $707,399 |
| 9,137 shs Citigroup Inc | $687,608 | $551,784 |
| 10,149 shs Comcast Corp New Cl A | $486,681 | $510,799 |
| 15,035 shs Conagra Brands Inc | $562,706 | $513,445 |
| 7,175 shs Conocophillips | $330,432 | $509,017 |
| 10,713 shs Dow Inc | $704,564 | $607,641 |
| 8,929 shs Duke Energy Corp New | $904,337 | $936,652 |
| 11,357 shs Exxon Mobil Corp | $793,415 | $694,935 |
| 5,556 shs Genuine Parts Co | $731,645 | $778,951 |
| 17,800 shs Healthpeak Pptys Inc | $569,129 | $642,402 |
| 15,914 shs Intel Corp | $908,824 | $819,571 |
| 7,853 shs Johnson Ctls Intl Plc | $586,633 | $620,782 |
| 4,363 shs JPMorgan Chase & Co | $631,258 | $690,881 |
| 7,014 shs Medtronic Plc | $813,226 | $725,598 |
| 9,912 shs Merck & Co Inc New Com | $781,330 | $756,706 |
| 7,129 shs Morgan Stanley | $725,759 | $693,677 |
| 9,005 shs Novartis Ag Sp Adr | $793,649 | $787,667 |
| 7,475 shs Philip Morris Intl Inc | $612,763 | $706,325 |
| 25,345 shs PPL Corp | $754,399 | $761,871 |
| 10,958 shs Raytheon Tech Corp | $871,306 | $937,463 |
| 11,943 shs Rio Tinto Plc Spon Adr | $927,119 | $799,464 |
| 4,042 shs Toyota Motor Corp NJS Adr | $691,114 | $748,983 |
| 15,480 shs Truist Fin Corp | $838,591 | $906,354 |
| 8,954 shs Unilever Plc ASN Spon Adr | $491,675 | $481,636 |
| 14,235 shs Verizon Com Inc | $826,967 | $739,651 |
| 24,500 shs Vici Properties Inc Reit | $760,320 | $737,695 |
| 15,705 shs Walgreesn Boots Alliance Inc | $967,102 | $814,670 |
| 4,727 shs 3M Co | $865,499 | $839,657 |
| 55,834 shs Energy Select SS Fd Etf | $2,395,864 | $3,098,787 |
| 50,808 shs Financial Select SS Fd Etf | $1,299,822 | $1,984,052 |
| 22,015 shs Health Care Select SS Fd Etf | $2,023,434 | $3,101,693 |
| 23,353 shs Industrial Select SS Fd Etf | $1,689,723 | $2,470,981 |
| 6,529 shs Invesco S&P 500 Equal Weight | $1,701,201 | $2,115,592 |
| 14,874 shs iShares MSCI Taiwan Etf | $871,987 | $990,757 |
| 9,858 shs iShares MSCI S Korea Etf | $924,339 | $767,642 |
| 44,175 shs iShares Russell 2000 Value Eft | $6,324,976 | $7,335,259 |
| 46,681 shs iShares Global Financials Etf | $3,517,413 | $3,737,281 |
| 3,904 shs iShares US Transn Etf | $617,818 | $1,079,358 |
| 61,363 shs iShares Global CS Etf | $3,848,074 | $3,972,027 |
| 30,088 shs iShares Global Materials Etf | $2,097,800 | $2,721,760 |
| 46,639 shs iShares MSCI Eafe SC Etf | $2,690,135 | $3,408,845 |
| 25,086 shs iShares MSCI China Etf | $1,811,634 | $1,574,648 |
| 104,275 shs iShares MSCI USA QF Etf | $9,054,746 | $15,178,269 |
| 300,646 shs iShares MSCI Intl QF Etf | $8,247,421 | $11,839,439 |
| 99,443 shs JPMorgan Exchange-Traded Fd | $5,656,619 | $5,477,320 |
| 25,086 shs SPDR S&P Regl Banking Etf | $1,447,016 | $1,777,343 |
| 19,852 shs Technology Select SS Etf | $3,053,787 | $3,451,667 |
| 61,287 shs Vanguard Value Eft | $8,608,305 | $9,015,931 |
| 88,911 shs Vanguard FTSE EU Etf | $4,978,818 | $6,067,287 |
| 11,438 shs Accel Entmt Inc | $118,868 | $148,923 |
| 10,488 shs Agrify Group | $164,431 | $96,490 |
| 11,202 shs Air Trans Svcs Group Inc | $252,023 | $329,115 |
| 6,773 shs Alico Inc | $240,809 | $250,804 |
| 74,931 shs Alkaline Wtr Co Inc | $115,858 | $88,419 |
| 9,334 shs Alpha & Omega Semiconductor | $101,422 | $565,267 |
| 12,918 shs Alpine Income Ppty | $209,273 | $258,877 |
| 5,985 shs Ashford Inc | $132,829 | $99,650 |
| 3,439 shs AZZ Inc | $113,881 | $190,142 |
| 15,589 shs Babcock and Silcox Enterprises | $122,608 | $140,613 |
| 18,420 shs Benson Hill Inc | $117,041 | $134,282 |
| 4,777 shs Bioceres Crop Solutions Corp | $70,762 | $67,547 |
| 38,341 shs BK Technologies Corp | $121,746 | $92,402 |
| 26,315 shs Caesarstone Ltd Ils | $325,569 | $298,412 |
| 62,340 shs Calyxt Inc | $232,566 | $132,784 |
| 5,176 shs CEVA Inc | $195,231 | $223,810 |
| 2,525 shs Chesapeake Utilities Crp | $215,231 | $368,170 |
| 4,431 shs Community Trust Bancorp Inc | $175,867 | $193,236 |
| 10,970 shs Cons Water Ltd | $157,591 | $116,721 |
| 5,501 shs CTS Corp | $117,652 | $201,997 |
| 3,835 shs DMC Global Inc Com | $114,196 | $151,904 |
| 5,496 shs Douglas Dynamics Inc Com | $202,798 | $214,674 |
| 5,646 shs ePlus Inc | $204,839 | $304,206 |
| 37,324 shs Falcon Minerals Corp | $183,569 | $181,768 |
| 19,121 shs Farmland Partners Inc | $151,227 | $228,496 |
| 5,254 shs Flexsteel Indust Inc | $65,915 | $141,122 |
| 8,430 shs Flushing Fincl Corp | $171,242 | $204,849 |
| 3,983 shs H&E Equipment Services Inc | $182,420 | $176,327 |
| 25,364 shs Harrow Health Inc | $149,063 | $219,145 |
| 1,290 shs Herc Holdings Inc | $39,874 | $201,950 |
| 14,143 shs Infra and Energy Altrntive Inc | $183,612 | $130,116 |
| 987 shs Innovative Indl Pptys Inc | $84,911 | $259,492 |
| 1,209 shs Kornit Digital Ltd Ils | $63,733 | $184,070 |
| 5,600 shs Kraton Corp | $97,113 | $259,392 |
| 22,198 shs Lincoln Edl Services Corp | $131,098 | $165,819 |
| 1,959 shs Materion Corp | $116,715 | $180,110 |
| 23,235 shs Mediwound Ltd Ils | $125,012 | $54,835 |
| 9,223 shs Napco Security Technologies | $227,560 | $460,966 |
| 6,959 shs Nexpoint Real Estate Fin Inc | $109,280 | $133,961 |
| 4,443 shs Northeast Bk Me | $117,795 | $158,748 |
| 3,719 shs Oil Dri Corp | $132,314 | $121,723 |
| 10,201 shs Plymouth Indl Reit Inc Sbi | $240,124 | $326,432 |
| 12,963 shs Postal Realty Trust Inc Cl A | $200,358 | $256,667 |
| 17,113 shs Radius Global Infrastrctre | $177,751 | $275,519 |
| 53,770 shs Red Cat Hldgs Inc | $168,472 | $111,842 |
| 25,390 shs Rimini Str Inc Del Com | $187,364 | $151,578 |
| 77,050 shs Seelos Therapeutics Inc | $92,476 | $125,592 |
| 80,397 shs Soc Telemed Inc Cl A | $255,403 | $102,908 |
| 16,162 shs Solaris Oilfield Infras Cl A | $131,052 | $105,861 |
| 2,736 shs Southern First Bancshares | $108,239 | $170,973 |
| 29,494 shs Sunlight Finl Hldgs Inc | $319,852 | $140,981 |
| 25,068 shs Transact Technologies Inc | $159,541 | $273,241 |
| 14,119 shs Veritone Inc | $167,468 | $317,395 |
| 15,472 shs Vintage Wine Estates Inc | $184,379 | $182,879 |
| 9,114 shs Vishay Precision Group Inc | $275,636 | $338,312 |
| 44,458 shs 1847 Goedeker Inc | $144,751 | $106,699 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Land | $1,366,835 | $0 | $1,366,835 | $4,875,900 |
| Buildings | $548,921 | $261,117 | $287,804 | $387,300 |
| Machinery and Equipment | $2,048 | $2,048 | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GCM Galazy Star and Crescent Fund | AT COST | $80,448,261 | $97,969,241 |
| AG Energy Credit | AT COST | $5,250,772 | $5,751,123 |
| Clover PCO Origination Feeder II | AT COST | $2,974,201 | $3,012,505 |
| Clover PCO Secondary Feeder II | AT COST | $637,942 | $771,158 |
| PRTF Adv Pvt Eqt FD 2017 | AT COST | $4,124,872 | $6,839,217 |
| PRTF Adv Pvt Eqt FD 2019 | AT COST | $4,353,421 | $5,627,448 |
| Pretium Resi Real Est Fund II | AT COST | $100,733 | $900,462 |
| Strategic Ptnr Offshore IX | AT COST | $570,000 | $570,000 |
| Strategic Ptnr Offshore VIII | AT COST | $2,106,542 | $3,789,894 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Land | $6,726,988 | $0 | $6,726,988 | $6,741,750 |
| Buildings | $73,715,862 | $35,046,831 | $38,669,031 | $75,494,750 |
| Machinery and Equipment | $6,439,188 | $5,314,258 | $1,124,930 | $4,418,296 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Routine legal work | CategoryTxt |
| Legal Fees | $119,757 | LegalFeesAmt |
| Net Investment Income | $1,587 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,587 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $118,170 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Objects of Art | Desc |
| BOY Book Value | $43,458,623 | BOYBookValueAmt |
| EOY Book Value | $43,360,668 | EOYBookValueAmt |
| EOYFMV | $185,000,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Removal of artwork | Desc |
| Amt | $975 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Advertising | $63,464 | $0 | $0 | $63,464 |
| Auto/truck/tractor/carts | $26,047 | $0 | $0 | $26,047 |
| HR & payroll charges | $111,647 | $404 | $404 | $111,243 |
| Insurance | $1,066,578 | $26,207 | $26,207 | $1,040,371 |
| K-1 expenses | $44,228 | $44,228 | $44,228 | $0 |
| Materials/repairs | $1,955,068 | $4,657 | $4,657 | $1,950,411 |
| Office supplies and expenses | $254,782 | $3,854 | $3,854 | $250,928 |
| Other expenses | $28,656 | $0 | $0 | $28,656 |
| Program materials & services | $1,100,857 | $0 | $0 | $1,100,857 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Educational programs | $3,629 | $3,629 | |
| Reproduction fees | $100 | $100 | |
| K-1 income | $1,107,135 | $1,107,135 | $1,107,135 |
| Oil & gas royalties | $424,300 | $424,300 | $424,300 |
| Refunds/ins proceeds | $1,010,496 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Consulting & appraisal | $151,967 | $0 | $0 | $151,967 |
| Contracting & landscaping | $40,315 | $3,944 | $3,944 | $36,371 |
| Historical research | $21,912 | $0 | $0 | $21,912 |
| Investment management | $2,143,060 | $2,143,060 | $2,143,060 | $0 |
| Oil & gas consulting | $10,500 | $10,500 | $10,500 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Ad valorem taxes | $46,539 | $46,539 | $46,539 | $0 |
| Federal excise tax | $496,423 | $0 | $0 | $485,000 |
| Foreign tax | $17,218 | $17,218 | $17,218 | $0 |
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