2021-06-02T10:46:26-05:00 2020-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2020-01-01 811587228 Jesse W Couch Charitable Foundation % Foundation Source JESS 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 SEAN COUCH PRESIDENT 8008391754 2021-05-14 true SEAN COUCH 999009999 Jeffrey D Haskell P01345770 8008391754 2020 2022-09-23 18:48:47Z X 44271934 X 0 X 14393 14393 830263 830263 766949 12451688 808569 1611605 1653225 102500 102500 7841 7841 10382 0 0 10382 875 0 0 875 295519 99945 195574 47732 14664 1093 4422 4422 112502 4218 108284 582866 118827 0 429878 1858000 1858000 2440866 118827 0 2287878 -829261 1534398 6244010 2838253 2838253 21438918 24843910 36201623 5454919 4618755 4975033 3 3 3 11595 573 3354 11022 11022 246000 246000 246000 33387204 32557943 44271934 0 0 X 33387204 32557943 33387204 32557943 33387204 32557943 33387204 -829261 32557943 32557943 Publicly-traded Securities 12451688 11640285 811403 811403 CAMERA & GEAR P 2017-11-09 2020-10-01 2834 -2834 -2834 808569 21328 21328 21328 10500 0 10828 21328 X false false false false false false false true true FL TX true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false true true false false false false false false false false false false false false false false false false false Sean Couch Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 30.0 102500 0 0 Houston Trust Company Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 2.0 0 0 0 Larry Maddox Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Houston Trust Company 1001 Fannin Suite 700 Houston TX 77002 investment & admin 173110 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 87996 FoxFuel Creative LLC 1204 16th Avenue South Nashville TN 37212 website & video dvlp 73453 VIDEO CREATION AND DISTRIBUTION- TO HIRE THIRD-PARTY SERVICE PROVIDERS TO CREATE VIDEO CONTENT OF THE PUBLIC CHARITIES THE FDN SUPPORTS, RAISING AWARENESS OF THOSE ENTITIES. 92713 THE GIVING STORIES PODCAST- FREE EDUCATIONAL PODCAST THAT COVERS THE MOST CRITICAL ISSUES, TRENDS, AND OPPORTUNITIES FACING NONPROFIT LEADERS AND THOSE ENGAGED IN SOCIAL IMPACT 3357 36882383 2140034 3 39022420 0 39022420 585336 38437084 1921854 1921854 21328 21328 1900526 1900526 1900526 2287878 0 11595 0 0 2299473 0 2299473 1900526 476578 2018 2017 2016 2299473 476578 1822895 0 0 77631 0 0 NONE X 30A TRAILS 39 E SANDLEFOOT LN INLET BEACH FL 32461 N/A PC General & Unrestricted 10000 BOYS AND GIRLS COUNTRY OF HOUSTON INC 18806 ROBERTS RD HOCKLEY TX 77447 N/A PC Education and Wellness Programming Fund 50000 BRENDA AND JOHN H DUNCAN RISE SCHOOL OF HOUSTON 5618 H MARK CROSSWELL JR ST HOUSTON TX 77021 N/A PC Endowment Fund 100000 CAMP ALLEN-CAMP AND CONFERENCE CENTER 18800 FM 362 RD NAVASOTA TX 77868 N/A PC General & Unrestricted 25000 CENTER FOR HUMANE TECHNOLOGY 77 VAN NESS AVE STE 101 1601 SAN FRANCISCO CA 94102 N/A PC General & Unrestricted 100000 COMMUNITIES IN SCHOOLS OF NEW MEXICO 300 CATRON ST STE A SANTA FE NM 87501 N/A PC General & Unrestricted 3000 CULTIVATE COMMUNITY GARDENS INC 50 OKEECHOBEE CIR SANTA RSA BCH FL 32459 N/A PC Community Garden at Padgett Park Project 10000 DONORSCHOOSE ORG 134 W 37TH ST 11TH FL NEW YORK NY 10018 N/A PC Keeps Kids Learning Program 50000 FEEDING SANTA FE INC PO BOX 31086 SANTA FE NM 87594 N/A PC General & Unrestricted 10000 FOOD DEPOT 1222 SILER RD STE A SANTA FE NM 87507 N/A PC General & Unrestricted 5000 FOOD FINDERS INC 10539 HUMBOLT ST LOS ALAMITOS CA 90720 N/A PC The FarmLink Project 25000 FOOD FINDERS INC 10539 HUMBOLT ST LOS ALAMITOS CA 90720 N/A PC The FarmLink Project 100000 HOUSTON ARBORETUM & NATURE CENTER 4501 WOODWAY DR HOUSTON TX 77024 N/A PC General & Unrestricted 20000 HOUSTON AUDUBON SOCIETY 440 WILCHESTER BLVD HOUSTON TX 77079 N/A PC General & Unrestricted 50000 HOUSTON BOTANIC GARDEN 8205 N BAYOU DR HOUSTON TX 77017 N/A PC 2020 Operations Fund 50000 HOUSTON SOCIETY FOR THE PREVENTION OF CRUELTY TO A 900 PORTWAY DR HOUSTON TX 77024 N/A PC COVID19 Relief Support Fund 10000 KIPP TEXAS INC 10711 KIPP WAY DR HOUSTON TX 77099 N/A PC KIPP Through College & COVID-19 Relief Funds 100000 MAKE-A-WISH FOUNDATION OF CENTRAL AND SOUTH TEXAS 2224 WALSH TARLTON LN AUSTIN TX 78746 N/A PC COVID19 Relief Support Fund 60000 MENIL FOUNDATION INC 1511 BRANARD ST HOUSTON TX 77006 N/A PC Writing at the Menil Program 50000 NOKUSE EDUCATION INC 4956 STATE HWY 20 E FREEPORT FL 32439 N/A PC General & Unrestricted 10000 OCEAN CLEANUP NORTH PACIFIC FOUNDATION DEPT LA 24875 PASADENA CA 91185 N/A PC the valorization project 250000 POINT WASHINGTON MEDICAL CLINIC INC 1290 N CO HWY 395 SANTA ROSA BEACH FL 32459 N/A PC Mobile Medical Clinic 25000 PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA 1200 N QUAKER LN ALEXANDRIA VA 22302 N/A PC THE NEW HEALTH AND WELLNESS CENTER 200000 RED BRIDGE EDUCATION 128 WOODLAND AVE SAN FRANCISCO CA 94117 N/A PC Development of Autonomy Levels Project 50000 SCENIC AMERICA 727 15TH ST NW STE 1100 WASHINGTON DC 20005 N/A PC New Communication Director position fund 25000 SEASHARE 600 ERICKSEN AVE NE STE 310 BAINBRIDGE IS WA 98110 N/A PC COVID 19 Hunger Relief Fund 50000 SEASHARE 600 ERICKSEN AVE NE STE 310 BAINBRIDGE IS WA 98110 N/A PC COVID19 Relief Support Fund 50000 SEASIDE SCHOOL FOUNDATION INC PO BOX 4825 SANTA RSA BCH FL 32459 N/A PC Charitable Event 10000 SOCIETY OF ST VINCENT DE PAUL ARCHDIOCESE OF GALVE 2403 HOLCOMBE BLVD HOUSTON TX 77021 N/A PC COVID19 Relief Support Fund 25000 SOUTH WALTON MONTESSORI ACADEMY INC 101 EDEN GARDENS RD SANTA RSA BCH FL 32459 N/A PC COVID 19 Relief Fund 25000 ST MICHAEL CATHOLIC CHURCH 1801 SAGE RD HOUSTON TX 77056 N/A PC General & Unrestricted 10000 TEXAS CHILDRENS HOSPITAL 1919 S BRAESWOOD BLVD STE 5214 HOUSTON TX 77030 N/A PC COVID19 Relief Support Fund 100000 THE BISHOP JOHN E HINES CENTER FOR SPIRITUALITY AN 500 FANNIN ST HOUSTON TX 77002 N/A PC General & Unrestricted 50000 THE NATURE CONSERVANCY 250 LAWRENCE HILL RD COLD SPRING HARBOR NY 11724 N/A PC The Bluffs of St. Teresa Land Acquisition Fund 50000 WORLD CENTRAL KITCHEN INCORPORATED 655 NEW YORK AVE NW 6TH FL WASHINGTON DC 20001 N/A PC COVID 19 Hunger Relief Fund 50000 WORLD CENTRAL KITCHEN INCORPORATED 655 NEW YORK AVE NW 6TH FL WASHINGTON DC 20001 N/A PC COVID19 Relief Support Fund 50000 1858000 14 14393 14 830263 18 766949 1611605 1611605 false false false false false false false false false false TAX RETURN PREPARATION/REVIEW 875 875 Houston Trust Company * HOUSTON TRUST COMPANY, TRUSTEE OF JESSE W. COUCH CHARITABLE FOUNDATION (THE "FOUNDATION"), IS A DISQUALIFIED PERSON WITH RESPECT TO THE FOUNDATION. DURING TAXABLE YEAR ENDING DECEMBER 31, 2020, THE FOUNDATION PAID $173,110 TO HOUSTON TRUST COMPANY FOR ADMINISTRATION OF FOUNDATION AND INVESTMENT MANAGEMENT SERVICES AS REPORTED IN FORM 990-PF, PART I, LINE 16C. Larry Maddox * LARRY MADDOX, TRUSTEE OF JESSE W. COUCH CHARITABLE FOUNDATION (THE "FOUNDATION"), IS A PARTNER AT THE ACCOUNTING FIRM OF MADDOX THOMSON & ASSOCIATES, A DISQUALIFIED PERSON WHICH PROVIDES ACCOUNTING SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2020, THE FOUNDATION PAID $875 FOR ACCOUNTING SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16B. SUCH ACCOUNTING FIRM BILLED THE FOUNDATION AT THE SAME RATE OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. CAMERA & GEAR 2017-11-09 4858 1504 SL 7 520 MACBOOK PRO 2020-05-15 4099 SL 5 478 EQUIP CAMERA &GEAR 2020-10-27 3998 SL 7 95 CAMERA & GEAR 2020-12-18 3498 SL 7 Portfolio Visions Inc 27 N Moore Street New York NY 10013 2019-07-25 246000 PRI LOAN - SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION NO 05/01/2020, 04/10/2021 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. 1 FORM 990-PF, PART VII-B, LINE 5C - EXPENDITURE RESPONSIBILITY PRI RECIPIENT: PORTFOLIO VISIONS, INC DATE OF PRI: 7/25/2019 PURPOSE OF PRI: TO DEVELOP AND LAUNCH PROJECT SCALEUP, AN ONLINE PLATFORM TO COLLECT AND DISTRIBUTE PROJECT-BASED EDUCATIONAL MODELS WHICH WILL ASSIST TEACHERS AND HOMESCHOOLING PARENTS IN ADOPTING AND INTEGRATING PROJECT-BASED LEARNING INTO THEIR CLASSROOMS AND PROMOTE THE EDUCATIONAL DEVELOPMENT OF STUDENTS. REPORTS OF AMOUNTS EXPENDED: RECIPIENT HAS SUBMITTED A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT FOR ITS FISCAL YEARS INDICATED BELOW: DATE OF REPORT: 05/01/2020 FOR FYE 10/31/2019 DATE OF REPORT: 4/10/2021 FOR FYE 10/31/2020 THIS INVESTMENT REMAINED ON THE FOUNDATION'S BOOKS AS OF 12/31/2020. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. AMAZON - 3.800% - 12/05/2024 259041 281035 APPLE INC - 2.850% - 05/11/202 503778 539124 AUTOMATIC DATA PROCESSING - 3. 259310 281418 BERKSHIRE HATHAWAY NOTE - 3.12 96625 111740 DUKE ENERGY CO - 3.250% - 08/1 255641 278683 EXXON MOBIL - 2.397% - 03/06/2 251455 255600 JOHNSON & JOHNSON - 2.450% - 0 233095 271968 MICROSOFT CORP - 2.650% - 11/0 251806 260393 MIDAMERICAN ENERGY - 3.700% - 260311 269953 MIDAMERICAN ENERGY CO - 3.100% 242188 280250 NORTHERN STS PWR - 2.150% - 08 249130 255210 PRECISION CASTPARTS - 3.250% - 508864 552479 PUBLIC SVC ENTERPRISE GROUP IN 260804 271835 SHELL INT'L FINANCE - 2.875% - 237500 276490 TOTAL CAPITAL CANADA LTD - 2.7 252501 265505 TOYOTA MOTOR CREDIT CORP MTN - 246858 263035 WAL-MART STORES, INC BOND - 2. 249848 260315 3M CO 51889 68867 ABBOTT LABS 343267 498180 ABBVIE INC 103727 158903 ADOBE SYSTEMS, INC 280690 521125 AIR PRODS & CHEM INC 276394 329230 AKAMAI TECH COM STK 140611 182683 ALCON INC 84137 89073 ALIBABA GROUP HOLDING LTD 62176 81921 ALLIANZ SE 90634 172254 ALPHABET INC CL A 53265 85879 ALPHABET INC CL C 538894 765572 AMADEUS IT HLDS SA 44935 78672 AMAZON COM 496404 911940 AMERICAN EXPRESS CO 139350 156458 AMGEN INC 82697 85990 APPLE INC 557013 1326900 ASML HOLDING NV NY REG SHS 104457 134123 AT&T, INC 255598 230857 AUTOMATIC DATA PROCESSING INC 36701 44050 BANCO BRADESCO S.A. SPONS ADR 48775 68664 BANCO DO BRASIL S A SPONSORED 45363 62888 BANCO ITAU HOLDING FINANCIERA 75709 105339 BANCO SANTANDER BRASIL 48915 84231 BANK OF AMERICA CORP 181363 212170 BEST BUY INC 47444 89811 BLACK KNIGHT, INC 31281 44175 BLACKROCK INC 234754 320364 BRISTOL-MYERS SQUIBB CO 50374 62588 BROADRIDGE FINANCIAL 69380 76600 CANADIAN PACIFIC RAILWAY LTD 69552 78005 CHARLES RIV LABORATORIES INTL 91248 99944 CHEVRON CORP 350191 290255 CHINA CONSTRUCT UNSPON ADR 99875 97285 CHUBB LIMITED 72817 92352 CHUNGHWA TELECOM 50797 53334 CINTAS CRP 78395 94727 COMCAST CORP 139943 162440 COMERICA INC 231178 226177 CONOCOPHILLIPS 46031 79140 CSX CORP 51774 95741 CULLEN FROST BANKERS INC 34401 44487 CUMMINS INC 48812 89023 DANAHER CORP 110796 224361 DUKE ENERGY CO 127737 139446 ELECTRONIC ARTS 58898 86878 EMERSON ELECTRIC CO 155069 192888 EQUINOR ASA 47064 85039 ESTEE LAUDER COMPANIES INC 173394 238240 EVERSOURCE ENERGYINC 57146 57875 F M C CP 69300 110333 FACEBOOK INC 343248 355108 FLIR SYSTEMS INC 32150 32084 FORTESCUE METALS G ADR EA REPR 52410 156882 GLAXOSMITHKLINE PLC 51523 55237 HILTON WORLDWIDE HOLDINGS, INC 37669 82444 HOME DEPOT INC 380133 618363 HONEYWELL INTL 94259 138255 IBERDROLA ADR 109339 161518 IHS MARKIT LTD 70754 80847 ILLINOIS TOOL WORKS 98808 141085 INDUSTRIA DE DISENO 52144 73559 INTEL CORP 58066 60481 INTERCONTINENTAL EXCHANGE, INC 139699 158524 INTUIT 142351 161436 INTUITIVE SURGICAL 166408 184073 JOHNSON & JOHNSON 85491 102927 JP MORGAN CHASE 379765 443220 KAO CORP 54647 58425 KDDI CP UNSP ADR 46852 56718 KIMBERLY CLARK CORP 90613 93437 KONINKLIJKE AHOLD DELHAIZE NV 55196 68825 KONINKLIJKE PHILIPS ELECTRONIC 106110 172856 L'AIR LIQUIDE ADR OTC 51720 76667 L'OREAL ADR 55155 85060 LOCKHEED MARTIN CORP 55500 54312 MARATHON PETROLEUM CORP 42971 105178 MARTIN MARIETTA MATLS INC 83588 105069 MASIMO CORPORATION 71997 80514 MASTERCARD INC 197817 239864 MCCORMICK & CO 53991 72656 MCDONALD'S CORP 152936 215224 MERCK & CO INC 185149 247772 MICROSOFT CORP 1020374 1491104 MOODYS CORP 63476 110291 NESTLE S.A 138726 138415 NEXTERA ENERGY PARTNERS LP 83401 113382 NIKE INC-CL B 217332 388052 NINTENDO CO LTD ADR UNSPON 53662 106770 NOVO NORDISK A S 158245 172669 NTT DOCOMO 52523 70430 NVIDIA CORP 52349 137339 OIL CO LUKOIL PJSC SPON ADR RE 42993 61729 OVERSEA-CHINESE ADR 58869 74979 PAYPAL HOLDINGS, INC 54129 98364 PELOTON INTERACTIVE, INC. 39830 174478 PEPSICO INC 202871 257152 PERKIN ELMER INC 67539 142065 PHILIP MORRIS INTL 151345 148691 PINDUODUO INC 47940 240032 PINTEREST INC 100077 296286 PROCTER GAMBLE CO 209096 299290 PROGRESSIVE CORP OHIO 139359 140904 PT BANK CENTRAL ASIA TBK 49414 71015 QUALCOMM INC 113818 148989 RELX PLC 48462 67568 ROCHE HOLDING LTD ADR 131419 140507 ROCKWELL AUTOMATION INC 160799 208172 ROPER INDUSTRIES 137025 224167 S&P GLOBAL INC COM 191326 208086 SALESFORCE.COM 149878 188260 SANDVIK AB SPONS ADR 48882 100278 SBA COMMUNICATIONS CORP 52645 53323 SCHNEIDER ELEC UNSP/ADR 49269 95072 SHERWIN-WILLIAMS CO 68978 73491 SHIN-ETSU CHEMICAL C 50761 105156 SMITH & NEPHEW PLC ADR 46917 72111 SONY CORP ADR 52444 97966 SPROUT SOCIAL INC 50425 40869 STARBUCKS CORP COM 172763 288953 SWISS RE LTD ADR 46245 76827 SWISSCOM AG S/ADR 38713 38216 TAIWAN SEMICONDUCTOR MFG CO LT 90967 222551 TAKEDA PHARMACEUTICAL COMPANY 46060 65575 TENCENT HOLDINGS LIMITED 100875 168654 TESLA MOTORS INC 129914 423402 TEXAS INSTRUMENTS INC 148658 234214 THE COCA-COLA CO 455644 547029 THERMO FISHER SCIENTIFIC INC 118067 246863 TOTAL FINA ELF S.A 44902 79671 TRIMBLE NAV LTD 30478 57422 UNION PACIFIC 230285 328988 UNITEDHEALTH GROUP INC 210444 227942 US BANCORP 88466 99982 V F CORP 92712 105054 VANGUARD FTSE SOCIAL INDEX FUN 4605301 7433806 VANGUARD MID-CAP INDEX FD ADMI 1152401 1621684 VANGUARD SMALL CAP VALUE INDEX 779199 879901 VANGUARD TOTAL INT ST IDX-AD 605774 687463 VERISK ANALYTICS, INC 69225 77846 VERIZON COMMUNICATIONS 55928 59514 VISA INC 493741 683531 WALT DISNEY HOLDINGS CO 112097 207270 WASTE CONNECTIONS 55393 77953 WILLIAMS COS 47733 70355 ZOETIS INC 91290 153915 ZURICH INS GROU ADR 34963 53493 MINERAL INTEREST - BRAZORIA CT 1 1 MINERAL INTEREST - CALHOUN CTY 1 1 MINERAL INTEREST - VICTORIA CT 1 1 CAMERA & GEAR 0 MACBOOK PRO 4099 478 3621 3621 EQUIP CAMERA &GEAR 3998 95 3903 3903 CAMERA & GEAR 3498 3498 3498 DOCUMENT REVIEW/DRAFTING 5582 5582 General Consultations 4800 4800 PRI - PORTFOLIO VISIONS, INC 246000 246000 Administrative Fees 87996 87996 Bank Charges 4218 4218 Computers/Electronic Devices 10224 10224 EQUIPMENT MAINTENANCE 4314 4314 Office & Supplies 236 236 PODCAST SOFTWARE &SUBSCRIPTION 3493 3493 Postage/Delivery Service 532 532 Website Hosting/Support 1489 1489 Administration of Foundation 112521 112521 Investment Management Services 99945 99945 VIDEO PRODUCTION SERVICES 36759 36759 Website Development 46294 46294 990-PF Estimated Tax for 2020 10500 990-PF Excise Tax for 2019 22568 Foreign Tax Paid 14664 14664