2020-01-28T07:51:31-08:00 2018-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 770275132 990PF 2018-01-01 746047440 Nelda C and HJ Lutcher Stark Foundation NELD 4098833513 601 Green Ave Orange TX 77630 Clyde V McKee III President & CEO 2020-01-28 true Jody Blazek P00072674 7134395739 2018 2022-09-23 18:48:47Z X 594753241 X 60699 6580 6580 6580 11068865 11068865 11068865 250 250 250 250 2466404 223516029 2599721 3149540 16964 8117 8847 8847 911020 814515 825249 14522665 14489931 15059331 720055 190778 190778 529277 4037549 17429 4020121 2007854 149011 151626 1856228 102206 810 810 101396 71843 22019 22019 49824 1567900 1518396 1518396 49504 298698 51115 51115 130000 3035859 28310 28310 616796 4327 4327 612469 52394 1842 1842 50552 11834 11834 3218544 333974 333974 2884570 15741532 2300582 2320626 10295775 607230 607230 16348762 2300582 2320626 10903005 -1826097 12189349 12738705 1150 1705 1705 9289516 12046720 12048426 10157 9131 9131 126986 33378 33378 210538131 190927964 188279810 81634893 34722296 34810297 2346866 214736 2166715 2132130 7321614 16037658 79707268 80608854 86634356 36946233 51527836 49688123 86640026 43074442 43431290 185000000 414407484 412700005 594753241 181158 299776 181158 299776 X 414226326 412400229 414226326 412400229 414407484 412700005 414226326 -1826097 412400229 412400229 Publicly traded securities 223508141 220916308 2591833 2591833 Securities litigation proceeds 6746 6746 6746 Other assets P 2017-01-01 2018-12-31 1142 1142 1142 2599721 false 15668683 337242076 0.04646 18022085 320218611 0.05628 19863620 335174454 0.05926 17599589 354078263 0.04971 16690489 366746031 0.04551 0.257221 0.051444 343491869 17670596 121893 17792489 15532289 243787 243787 243787 237159 275000 512159 X 268372 268372 false false false false false false false false true true TX true true false false false true www.starkfoundation.org Clyde V McKee III 4098833513 601 W Green Orange TX 776305718 false false false false true false false false false false false false false false false false false true false false false false false false false false false Laurence R David 601 Green Ave Orange TX 776305718 Director 5.00 15000 R Frederick Gregory MD 601 Green Ave Orange TX 776305718 Director 5.00 15000 Rob Clark 601 Green Ave Orange TX 776305718 Vice Chair 5.00 15000 Al Granger 601 Green Ave Orange TX 776305718 Director 5.00 15000 Deborah Hughes 601 Green Ave Orange TX 776305718 Director 5.00 15000 David Jones 601 Green Ave Orange TX 776305718 Director 5.00 15000 Dr Stephen Patterson 601 Green Ave Orange TX 776305718 Director 5.00 15000 Ruby J Wimberley 601 Green Ave Orange TX 776305718 Director 5.00 2500 W G Riedel III 601 Green Ave Orange TX 776305718 Chairman 40.00 15000 Clyde V McKee III 601 Green Ave Orange TX 776305718 President & CEO 40.00 292712 150954 Jennifer L Staton 601 Green Ave Orange TX 776305718 VP / CFO / Tres 40.00 219135 17955 Phyllis Woodford 601 Green Ave Orange TX 776305718 Secretary 40.00 85708 Jennifer Barroeta 601 Green Ave Orange TX 776305718 HR Manager 40.00 147615 24092 Rick Lewandowski 601 Green Ave Orange TX 776305718 Shangri La Dir 40.00 131321 37471 Katrina Nelson Thomas 601 Green Ave Orange TX 776305718 A&H Dir 40.00 124150 22774 Franklin Harris 601 Green Ave Orange TX 776305718 Cf Ppty Ofcr 40.00 137798 84 Michael Brister 601 Green Ave Orange TX 776305718 IT Manager 40.00 109396 19464 39 UBS 1285 Avenue of the Americas New York NY 10019 Investment Mgmt 1508271 Honeywell Building Solutions 1985 Douglas Drive North Golden Valley MN 55422 Bldg Maint/Construct 927180 Spawglass Construction Corp 13800 West Rd Houston TX 77041 Bldg Construction 716299 Millsap Waterproofing Inc 2414 McAllister Road Houston TX 77092 Bldg Maint/Construct 462380 Daniels Building & Construction Inc PO Box 20878 Beaumont TX 77720 Bldg Construction 1405150 10 Stark Museum of Art - Schedule Attached 4621153 W. H. Stark House - Schedule Attached 583207 Lutcher Theater - Schedule Attached 3311707 Shangri La Botanical Gardens and Nature Center - Schedule Attached 6095616 338448349 3563248 6711113 348722710 0 348722710 5230841 343491869 17174593 X 10903005 4629284 15532289 15532289 2011-10-17 X 12738705 9536409 6903233 10662017 39840364 10827899 8105948 5867748 9062714 33864309 15532289 15668683 18090856 19970260 69262088 607230 794947 597105 541536 2540818 14925059 14873736 17493751 19428724 66721270 11449729 11241403 10673954 11172482 44537568 X Bridge City ISD 1035 West Roundbunch Bridge City TX 77611 N/A GOV To support academic UIL competition 5000 Julie Rogers Gift of Life Program 148 S Dowlen Road Beaumont TX 77707 N/A PC To provide cancer screening for indigent individuals 25000 Lamar State College - Orange 418 Green Avenue Orange TX 77630 N/A GOV To fund a Stark scholarship program administered by Lamar State College - Orange 75000 Little Cypress - Mauriceville CISD 7327 Hwy 87 North Orange TX 77632 N/A GOV To support academic UIL competition 3365 Orange Co Comm Partners for Childre 4446 Gilbert Dr Orange TX 77632 N/A PC To stock the Rainbow Room in Orange with emergency food clothing and toys 5000 Orange County Sheriff's Office PO Box 1468 Orange TX 77631 N/A GOV Funds for the Blue Santa Program serving children in need during Christmas 7500 Southeast Texas Food Bank Inc 3845 S Martin Luther King Jr Parkwa Beaumont TX 77705 N/A PC To provide food for destitute families 35000 Texas Interscholastic League Founda Box 8028 University Station Austin TX 78713 N/A SO III FI To fund a scholarship program administered by the TILF 89300 The University of Texas at Austin P O Box 7458 Austin TX 78713 N/A GOV Funding for the Stark Center for Physical Sports and Culture on the UT campus 305000 United Way of Orange County PO Box 1583 Orange TX 77631 N/A PC Funds to support 22 area agencies 28875 Vidor ISD 120 E Bolivar Vidor TX 77662 N/A GOV To support academic UIL competition 5000 West Orange - Cove CISD PO Box 1107 Orange TX 77631 N/A GOV To support academic UIL competition 5000 Katy Swiere 333 N College Way Claremont CA 91711 None I Scholarship 1000 Spencer Johns PO Box 1848 University MS 38677 None I Scholarship 608 Jeri Dawn Agee 66 George Street Charleston SC 29424 None I Scholarship 3500 Claydra Rhodes 31 E Cullen Bldg Houston TX 77204 None I Scholarship 1081 Jared Dupree PO Box 7758 UT Station Austin TX 78713 None I Scholarship 1500 Kaylee Patillo 125 Thomas Boyd Hall Baton Rouge LA 70803 None I Scholarship 3000 Bree Cloud PO Box 2328 Huntsville TX 77341 None I Scholarship 2400 Ryan Ragsdale 4015 Avenue Q Galveston TX 77550 None I Scholarship 873 Connor Alexander PO Box 7758 UT Station Austin TX 78713 None I Scholarship 4228 607230 Scholarship Awards PO Drawer 909 Orange TX 77631 None I Scholarships 131429 Orange Co Comm Partners for Childre 4446 Gilbert Dr Orange TX 77632 N/A PC Funds to stock Rainbow Room 5000 Southeast Texas Food Bank Inc 3845 S Martin Luther King Jr Parkwa Beaumont TX 77705 N/A PC Funds to stock food supplies 15000 Texas Interscholastic League Founda P O Box 8028 University Station Austin TX 78712 N/A SO III FI Scholarship program 95000 The University of Texas at Austin PO Box 7458 Austion TX 78713 N/A GOV Fund operations for four years for the Stark Center for Physical Culture & Sports 900000 Julie Rogers Gift of Life Program 148 S Dowlen Road Beaumont TX 77707 N/A PC To provide cancer screening for indigent individuals 50000 1196429 Educational programs 8961 Reproduction fees 735 14 6580 14 11068865 250 18 2466404 8847 K-1 income 14 137277 Lease options 1 1000 Oil & gas royalties 15 676026 Refunds/ins proceeds 1 87021 14443173 18793 14461966 1a Educational program revenues result from Shangri La Botanical Gardens co-sponsoring with both Lutcher Theater, Inc. and the Symphony of Southeast Texas their annual Symphony in the Park. In addition 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 SCV. 1b Photographs and color transpariences 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 Foundation's exempt educational purpose by stimulating and enhancing public 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 convienence 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 SCV. false false false false false false false false false false X X 1 Don Russell 7401 Beacon Hill Rd McKinney TX 75070 41950 X 1 40 photographs of "Cowboy's of Color" 41950 2018-07-31 Independent audit/tax services 71843 22019 22019 49824 Damaged charitable assets written off 2014-01 Purchase 2018-01 133317 Cost -133317 338,402 shs Doubleline Core Fixed Inc Fd 3652680 3590444 259,500 shs Ishares Core US Agg Bond 27334345 27634155 441,000 shs American Express CO 443504 434385 417,000 shs PNC Financial Services 439417 423776 187,000 shs Southern Calif Edison Co 195883 178117 423,000 shs Bank of Amer Corp 447169 428288 437,000 shs Morgan Stanley B/E 439610 425035 439,000 shs Citigroup Inc B/E 444956 423635 435,000 shs JP Morgan Chase B/E 441706 425213 428,000 shs Wells Fargo & Co B/E 440219 423056 439,000 shs Goldman Sachs Group B/E 442807 424193 2,267,036 shs Chiron Capital Alloc Fd 23852255 24756034 440,631 shs FPA Crescent Fund 14085226 13011836 603,529 shs Gotham Enhanced Return Fund 7366427 7670856 50,648 shs Ishares S&P 500 Value ETF 4845960 5122539 456,360 shs Oakmark Global Select Fund 7433286 6603529 90,737 shs Vanguard Divid Appr ETF 6204082 8887689 573,409 shs Vanguard FTSE All Wld EX-US 27587245 26135982 162,539 shs Vanguard FTSE Emerging Mkts 6085637 6192736 232,000 shs Vanguard FTSE Develop MKT 8962160 8607200 159,700 shs Wisdomtree Emerging Mkt ETF 6104369 6411955 1,074,481 shs Advisory Research MLP 9748709 7295725 188,369 shs Matthews Intl Pacific Tig Fd 5235245 5059596 75,439 shs Leuthold Core Investment Fd 1368469 1318679 11,250 shs Altria Group Inc 652178 555638 10,900 shs Archer Daniels Midland Co 515160 446573 19,730 shs AT&T Inc 596811 563094 7,550 shs Cardinal Health Inc 417721 336730 5,070 shs Chevron Corp 601392 551565 3,750 shs Chubb Ltd Chf 487571 484425 13,500 shs Cisco Systems Inc 615464 584955 7,760 shs Conocophillips 505061 483836 19,260 shs Corning Inc 610415 581845 12,440 shs Dowdupont Inc 719869 665291 5,300 shs Duke Energy Corp New 457364 457390 8,190 shs Eaton Corp Plc 599840 562325 7,650 shs Exxon Mobil Corp 609628 521654 5,940 shs Genuine Parts Co 600112 570359 17,610 shs HCP Inc 506113 491847 2,040 shs Honeywell Intl Inc 302451 269525 9,610 shs HSBC Holdings Plc New Gb Spon 396972 395067 10,390 shs Intel Corp 493175 487603 16,600 shs Johnson Ctls Intl Plc 562006 492190 4,080 shs Johnson & Johnson Com 597429 526524 4,600 shs JPMorgan Chase & Co 502627 449052 4,990 shs Kimberly Clark Corp 552747 568561 8,020 shs Merck & Co Inc New Com 600537 612808 6,650 shs Novartis Ag Spon Adr 584524 570637 13,560 shs Pfizer Inc 595457 591894 5,670 shs Philip Morris Intl Inc 497446 378529 19,050 shs PPL Corp 603779 539687 9,510 shs Royal Dutch Shell Plc Ads 611024 570029 6,900 shs Siemens A G Spon Adr 396825 386952 9,630 shs Suntrust Banks Inc 606050 485737 4,590 shs Travelers Cos Inc/The 589087 549653 7,180 shs Unilever NV N Y Shs New 396417 386284 11,670 shs Verizon COmmunications Inc 689401 656087 6,100 shs Walgreens Boots Alliance Inc 501585 416813 12,340 shs Wells Fargo & Co New 652423 568627 8,570 shs Welltower Inc Reit 602179 594844 50,825 shs Consumer Discretionary Select 4880121 5032183 24266 shs Energy Select Sector SPDR Fund 1394320 1391655 278,389 shs Financial Select Sector SPDR 6516446 6631226 39,608 shs Health Care Sel Sector SPDR 3342764 3426488 127,079 shs Industrial Sel Sector SPDR 8113715 8185158 16,395 shs Ishares MSCI China ETF 859101 862705 68,667 shs Ishares Core MSCI Emerging Mk 3201331 3237649 16,963 shs Kraneshares CSI China Inter 654766 636113 61,681 shs Vanguard Information Tech ETF 10129365 10290241 17,820 shs Vanguard Materials ETF 1920558 1974991 79,459 shs Invesco Optimum Yield DC 1224479 1197447 Call Welltower Inc REIT 2150 1935 Call Intel Corp 6282 4275 Call Kimberly Clark Corp 5624 6000 Call Pfizer Inc 2856 2822 Machinery and Equipment 2048 2048 Buildings 548921 212688 336233 387300 Land 1795897 1795897 6934314 Grosvenor Institutional Partners AT COST 15867396 16827968 GCM Galaxy Star and Crescent Fund AT COST 60000000 60000000 Pretium Residential Realt Est Fund II AT COST 1866811 1807825 PRTF Adv Pvt Eqt FD 2017 AT COST 1973061 1973061 Machinery and Equipment 6525576 5224098 1301478 4418296 Buildings 73381800 31722135 41659665 75494750 Land 6726980 6726980 6726980 Routine legal work 102206 810 810 101396 Objects of Art 43074442 43431290 185000000 Advertising 125741 125741 Auto/truck/tractor/carts 34489 34489 HR & payroll charges 105753 183 183 105570 Insurance 840225 16803 16803 823422 K-1 expenses 307539 307539 307539 Materials/repairs 1010396 2107 2107 1008289 Office supplies and expenses 252852 7342 7342 245510 Other expenses 25260 25260 Program materials & services 516289 516289 Educational programs 8961 8961 K-1 income 137277 137277 137277 Lease options 1000 1000 1000 Oil & gas royalties 676026 676026 676026 Refunds/ins proceeds 87021 212 1250 Reproduction fees 735 735 Contracting & landscape services 15353 0 0 15353 Historical research 34151 0 0 34151 Investment management 1508271 1508271 1508271 0 Oil & gas consulting 10125 10125 10125 0 Garden and Museum Stores 16964 8117 8847 Ad valorem taxes 51115 51115 51115 Federal excise tax 247583 130000