BETA

J SQUARED FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
J SQUARED FAMILY FOUNDATION (EIN 76-0535844)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-01
IRS object ID
202522449349100802
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-09-01T11:31:57-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12929 Allen Parkway 20th FloorAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770197100ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760535844EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1J Squared Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JOHN W JOHNSONInCareOfNm
Business Name ControlJSQUBusinessNameControlTxt
Phone7136271101PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13900 Essex Lane Ste 400AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN W JOHNSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7136271101PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAnthony GamezPreparerPersonNm
PTINP01371590PTIN
Phone7139601706PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$50,329,108FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,388,183ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$132,932InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$132,932InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$760,384DividendsRevAndExpnssAmt
Dividends Net Invst Incm$760,384DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,406,292NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$14,013,915GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,406,292CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$13,687,791TotalRevAndExpnssAmt
Total Net Invst Incm$7,299,608TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$65,539OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$65,539OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$6,560TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,560TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$6,468OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,468OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$83,567TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$83,567TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,676,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,676,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,760,067TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$83,567TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,676,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,927,724ExcessRevenueOverExpensesAmt
Net Investment Income$7,216,041NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$487,646CashBOYAmt
Cash EOY$7,747,001CashEOYAmt
Cash EOYFMV$7,747,001CashEOYFMVAmt
Acct Rcvbl$54,781AcctRcvblAmt
Acct Rcvbl BOY$89,578AcctRcvblBOYAmt
Acct Rcvbl EOY$54,781AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$54,781AcctRcvblEOYFMVAmt
US Government Obligations BOY$100,032USGovernmentObligationsBOYAmt
US Government Obligations EOY$257,275USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$219,949USGovtObligationsEOYFMVAmt
Corporate Stock BOY$25,705,630CorporateStockBOYAmt
Corporate Stock EOY$30,418,894CorporateStockEOYAmt
Corporate Stock EOYFMV$40,353,284CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,255,831CorporateBondsBOYAmt
Corporate Bonds EOY$2,088,490CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,954,093CorporateBondsEOYFMVAmt
Total Assets BOY$28,638,717TotalAssetsBOYAmt
Total Assets EOY$40,566,441TotalAssetsEOYAmt
Total Assets EOYFMV$50,329,108TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$28,638,718RetainedEarningBOYAmt
Retained Earning EOY$40,566,442RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$28,638,718TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$40,566,442TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$28,638,718TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$40,566,442TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$28,638,718TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,927,724ExcessRevenueOverExpensesAmt
Subtotal$40,566,442SubtotalAmt
Tot Net Ast Or Fund Balances EOY$40,566,442TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY 1372 - LONG TERM$3,651,721$2,947,568$704,153$704,153
B.RILEY 5064 - LONG TERM$9,029,021$3,261,477$5,767,544$5,767,544
FIDELITY 1372 - SHORT TERM$115,743$126,239-$10,496-$10,496
B.RILEY 5064 - SHORT TERM$1,217,430$1,272,339-$54,909-$54,909
FieldValueIRS element (for citing)
Capital Gain Net Income$6,406,292CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$100,303InvestmentIncomeExciseTaxAmt
Subtotal$100,303SubtotalAmt
Tax Based On Investment Income$100,303TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$108,432EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$60,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$168,432TotalPaymentsAndCreditsAmt
Overpayment$68,129OverpaymentAmt
Applied To ES Tax$68,129AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JOHN W JOHNSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7136271101PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13900 ESSEX LANEAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANN K JOHNSON
3900 ESSEX LANE STE 400HOUSTONTX77027PRESIDENT2.0$0$0$0
JOHN W JOHNSON
3900 ESSEX LANE STE 400HOUSTONTX77027SECRETARY/TREASURER2.0$0$0$0
CHRISTOPHER B JOHNSON
3900 ESSEX LANE STE 400HOUSTONTX77027VICE PRESIDENT2.0$0$0$0
KIMBALL MORINIERE
3900 ESSEX LANE STE 400HOUSTONTX77027VICE PRESIDENT2.0$0$0$0
RUTH J MILLER
3900 ESSEX LANE STE 400HOUSTONTX77027VICE PRESIDENT2.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$41,941,221AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,262,047AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$44,203,268TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$44,203,268AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$663,049CashDeemedCharitableAmt
Net Vl Noncharitable Assets$43,540,219NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,177,011MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,177,011MinimumInvestmentReturnAmt
Tax Based On Investment Income$100,303TaxBasedOnInvestmentIncomeAmt
Total Tax$100,303TotalTaxAmt
Distributable Before Adj$2,076,708DistributableBeforeAdjAmt
Distributable Before Ded$2,076,708DistributableBeforeDedAmt
Distributable As Adjusted$2,076,708DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,676,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,676,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,076,708DistributableAsAdjustedAmt
Undistributed Income PY$1,522,809UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,676,500QualifyingDistributionsAmt
Applied To Year1$1,522,809AppliedToYear1Amt
Applied To Current Year$153,691AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$1,923,017UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANN K JOHNSONContributingManagerNm
Contributing ManagerJOHN W JOHNSONContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Camp Aranzazu
5420 LOOP 1781ROCKPORTTX78382NONEContribution$2,500
Rice AthleticsOwl Club
POBOX 1892HOUSTONTX77251NONEContribution$5,000
Connect Community
6700 BELLAIRE BLVDHOUSTONTX77074NONEContribution$20,000
The Rise School of Houston
5618 H MARK CROSSWELL JR STREETHOUSTONTX77021NONEContribution$5,000
Amazing Place
3735 DrexelHoustonTX77027NONEContribution$5,000
Pebble Beach Company Foundation
POBOX 1767PEBBLE BEACHCA93953NONEContribution$10,000
Scenic Houston
5615 Kirby Suite 645HoustonTX77005NONEContribution$10,000
Houston Parks Board
300 NORTH POST OAK LANEHOUSTONTX77024NONEContribution$5,000
Girls Preparatory School
205 ISLAND AVENUECHATTANOOGATN37405NONEContribution$100,000
The Menninger Clinic Foundation
12301 MAIN STREETHOUSTONTX77035NONEContribution$5,000
St John's School
2401 CLAREMONT LANEHOUSTONTX77019NONEEndowed Fund$25,000
Vanderbilt University
PMB 407727 2301 VANDERBILT PLACENASHVILLETN37240NONEContribution$160,000
George W Bush Foundation
2943 SMU BOULEVARDDALLASTX75205NONEPayment on pledge$25,000
Houston Methodist Hospital Foundation
1707 SUNSET BLVDHOUSTONTX77005NONEPayment on pledge$100,000
Houston Museum of Natural Science
5555 Hermann Park DrHoustonTX77030NONEContribution$25,000
United Way
50 Waugh DriveHoustonTX77007NONEContribution$25,000
Teach for America
2 Greenway PlazaHoustonTX77027NONEContribution$5,000
St Luke's United Methodist Church
3471 Westheimer RoadHoustonTX77027NONEPayment on Commitment$450,000
The Orange Show
PO Box 230309HoustonTX77223NONEContribution$10,000
Trees for Houston
1911 W 34th StreetHoustonTX77018NONEContribution$5,000
Harmon Family Foundation
1806 B NantucketHoustonTX77057NONEContribution$5,000
American Leadership Forum
3101 Richmond Ave Suite 140HoustonTX77098NONEContribution$5,000
CHINQUAPIN PREPARATORY SCHOOL
2615 E Wallisville RdHighlandsTX77562NONEContribution$200,000
First Tee - Greater Houston
7000 Capitol StreetHoustonTX77011Contribution$35,000
Foundation for Teen Health
2726 Bissonnet 240-168HoustonTX77005NONEContribution$10,000
Hope & Healing Center & Institute
717 Sage RoadHoustonTX77056NONEContribution$5,000
Nantucket Atheneum
1 India Street PO Box 808NantucketMA02554NONEContribution$10,000
Nantucket Historical Association
PO Box 1016NantucketMA02554NONEContribution$10,000
Sconset Trust
PO Box 821SiasconsetMA02564NONEContribution$100,000
Sconset Union Chapel
PO Box 400SiasconsetMA02564NONEContribution$11,000
Southern Texas PGA Foundation
22305 Gosling RoadSpringTX77389NONEContribution$5,000
Texas Children's Hospital
PO Box 300630 Ste 5214HoustonTX77230NONEContribution$25,000
The Joy School
One Chelsea BoulevardHoustonTX77006NONEContribution$5,000
YES Preparatory School
5455 South Loop EastHoustonTX77033NONEContribution$10,000
Annunciation Orthodox School
3600 Yoakum BoulevardHoustonTX77006NONEContribution$10,000
Christian Community Service Center
PO Box 27924HoustonTX77227NONEContribution$10,000
Church of The Good Shepherd
PO Box 32CashiersNC28717NONEContribution$5,000
Community Foundation for Nantucket
PO Box 204NantucketMA02554NONEContribution$50,000
Families Empowered
2050 North Loop WestHoustonTX77018NONEContribution$10,000Suite 230
Good Samaritan Foundation
3262 Westheimer RoadHoustonTX77098NONEContribution$10,000Suite 764
Greater Houston Community Foundation
515 Post Oak BlvdHoustonTX77027NONEContribution$2,500Suite 1000
Harmon Recovery Foundation
49-500 Marne CourtLa QuintaCA92253NONEContribution$25,000
Hobby Center Foundation
800 BagbyHoustonTX77002NONEContribution$6,000Suite 300
Houston Arboretum & Nature Center
4501 Woodway DriveHoustonTX77024NONEContribution$1,000
Houston Area Urban League
1301 Texas AveHoustonTX77002NONEContribution$5,000
Houston Botanic Garden
One Botanic LnHoustonTX77017NONEContribution$5,000
Houston SPCA
7007 Old Katy RoadHoustonTX77024NONEContribution$2,500
MD Anderson Cancer Center
PO Box 301407HoustonTX77230NONEContribution$10,000Unit 1705
Marine Corps Scholarship Foundation
909 N Washington StreetAlexandriaVA22314NONEContribution$5,000
Pro-Vision Inc
2656 South Loop WestHoustonTX77054NONEContribution$7,500Ste 650
REMIND
PO Box 27607HoustonTX77227NONEContribution$5,000
Sankaty Head Foundation Inc
PO Box 875SiasconsetMA02564NONEContribution$40,000
The Parish School
11001 Hammerly BoulevardHoustonTX77043NONEContribution$2,500
TIRR Foundation
3355 West AlabamaHoustonTX77098NONEContribution$10,000Suite 950
Egan Maritime Institute
3 Freedom SquareNantucketMA02554NONEContribution$1,000
Nick Finnegan Counseling Center
2714 Joanel StHoustonTX77027NONEContribution$5,000
The Museum of Fine Arts Houston
1001 Bissonnet StHoustonTX77005NONEContribution$10,000
Pathways for Little Feet
1885 Saint James PlaceHoustonTX77056NONEContribution$5,000Suite 770
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,676,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$132,932ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$760,384ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,406,292ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,299,608ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,299,608TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
John and Ann Johnson
13900 Essex Lane Ste 400HoustonTX77027$3,014,228Yes (X)
John and Ann Johnson
23900 Essex Lane Ste 400HoustonTX77027$1,425,201Yes (X)
John and Ann Johnson
33900 Essex Lane Ste 400HoustonTX77027$1,948,754Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1COMMON STOCK 39171 SHS OKE$3,014,2282024-01-31
2COMMON STOCK 51694 SHS CPN$1,425,2012024-05-31
3COMMON STOCK 7688 SHS APP$1,948,7542024-12-17

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Amt$5,000Amt
Net Investment Income$5,000NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY INVESTMENTS$15,215,557$20,981,675
WUNDERLICH$14,302,437$18,470,709
SAROFIM MULTIFAMILY$900,900$900,900

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER DEDUCTIONSDesc
Revenue And Expenses Per Books$6,468RevenueAndExpensesPerBooksAmt
Net Investment Income$6,468NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$65,539Amt
Net Investment Income$65,539NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$6,560Amt
Net Investment Income$6,560NetInvestmentIncomeAmt

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