FOUR LEE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FOUR LEE FOUNDATION (EIN 47-2055080)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-03
IRS object ID
202532469349100803
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)
Return2025-09-03T13:12:10-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN880610268PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ORSER & HENSON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11800 ST JAMES PLACE SUITE 325AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472055080EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUR LEE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOURBusinessNameControlTxt
Phone7135482621PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11885 ST JAMES PLACE 950AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY L ARMSTRONGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7135482621PhoneNum
Signature2025-08-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS J ORSER CPAPreparerPersonNm
PTINP01405912PTIN
Phone7132785980PhoneNum
Preparation2025-08-25PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$45,949,236FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,113,750ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,187,346DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,187,346DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,070,946NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,081,872GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,369,613CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,372,042TotalRevAndExpnssAmt
Total Net Invst Incm$3,556,959TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$134,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$67,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$67,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$137,917OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$137,917OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$14,939TaxesRevAndExpnssAmt
Taxes Net Invst Incm$9,939TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$286,856TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$214,856TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$67,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,747,080ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,747,080ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,033,936TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$214,856TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,814,080TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,338,106ExcessRevenueOverExpensesAmt
Net Investment Income$3,342,103NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$667,073CashBOYAmt
Cash EOY$389,088CashEOYAmt
Cash EOYFMV$389,088CashEOYFMVAmt
US Government Obligations BOY$3,849,462USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,374,838USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,769,772USGovtObligationsEOYFMVAmt
Corporate Stock BOY$25,240,161CorporateStockBOYAmt
Corporate Stock EOY$29,453,160CorporateStockEOYAmt
Corporate Stock EOYFMV$39,994,959CorporateStockEOYFMVAmt
Other Investments BOY$1,629,088OtherInvestmentsBOYAmt
Other Investments EOY$1,795,417OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,795,417OtherInvestmentsEOYFMVAmt
Other Assets BOY$2,114OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$31,387,898TotalAssetsBOYAmt
Total Assets EOY$35,012,503TotalAssetsEOYAmt
Total Assets EOYFMV$45,949,236TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$31,387,898RetainedEarningBOYAmt
Retained Earning EOY$35,012,503RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$31,387,898TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$35,012,503TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$31,387,898TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$35,012,503TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$31,387,898TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,338,106ExcessRevenueOverExpensesAmt
Other Increases$312,302OtherIncreasesAmt
Subtotal$35,038,306SubtotalAmt
Other Decreases$25,803OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$35,012,503TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MARATHON PETE CORP2019-05-092024-01-05$1,551,283$553,629$997,654$997,654
APPLE INC2018-02-082024-06-13$966,483$67,008$899,475$899,475
US TREASURY BILLS2024-12-31$7,726,451$7,694,226$32,225$32,225
US TREASURY BILLS2023-03-022024-03-15$162,000$154,014$7,986$7,986
AIR PRODUCTS & CHEMICALS INC2024-08-16$743,524$593,330$150,194$150,194
BIOGEN INC2017-05-122024-08-16$303,892$383,183-$79,291-$79,291
HONEYWELL INTL INC2021-06-142024-08-16$476,774$536,460-$59,686-$59,686
MASCO CORP2022-06-082024-08-16$380,579$283,822$96,757$96,757
NESTLE S A SPONSORED ADR2016-01-122002-08-16$516,136$354,730$161,406$161,406
PFIZER INC2024-04-23$548,635$660,607-$111,972-$111,972
PHILIP MORRIS INTERNATIONAL INC2019-03-292024-08-16$637,112$475,282$161,830$161,830
RTX CORPORATION2019-03-292024-08-16$271,991$168,602$103,389$103,389
STARBUCKS CORP2024-01-222024-08-16$797,012$787,366$9,646$9,646
FieldValueIRS element (for citing)
Capital Gain Net Income$2,369,613CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$46,455InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$46,455SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$46,455TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$45,262EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$25,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$70,262TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$23,807OverpaymentAmt
Applied To ES Tax$23,807AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TURTLE CREEK WEALTH ADVISORSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2142143117PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11885 ST JAMES PLACE SUITE 950AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GREGORY L ARMSTRONG
1885 ST JAMES PLACE SUITE 950HOUSTONTX77056DIRECTOR0.00$0$0$0
MELINDA L ARMSTRONG
1885 ST JAMES PLACE SUITE 950HOUSTONTX77056DIRECTOR0.00$0$0$0
TYLON L ARMSTRONG
1885 ST JAMES PLACE SUITE 950HOUSTONTX77056DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HIGHTOWER TRUST SERVICESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14400 POST OAK PARKWAY STE 2600AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MANAGEMENTServiceTypeTxt
Compensation$134,000CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$41,037,662AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$651,992AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$41,689,654TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$41,689,654AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$625,345CashDeemedCharitableAmt
Net Vl Noncharitable Assets$41,064,309NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,053,215MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,053,215MinimumInvestmentReturnAmt
Tax Based On Investment Income$46,455TaxBasedOnInvestmentIncomeAmt
Total Tax$46,455TotalTaxAmt
Distributable Before Adj$2,006,760DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,006,760DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,006,760DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,814,080ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,814,080QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,006,760DistributableAsAdjustedAmt
Undistributed Income PY$1,296,247UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,814,080QualifyingDistributionsAmt
Applied To Year1$1,296,247AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,006,760AppliedToCurrentYearAmt
Remaining Distri From Corpus$511,073RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$511,073TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$511,073ExcessDistriCyovToNextYrAmt
Excess From Current Year$511,073ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGREGORY L ARMSTRONGContributingManagerNm
Contributing ManagerMELINDA L ARMSTRONGContributingManagerNm
Contributing ManagerTYLON L ARMSTRONGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN STROKE FOUNDATION
6405 METCALF AVE 214OVERLAND PARKKS66202NONEPCCHARITABLE$10,000
BROTHER WOLF ANIMAL RESCUE
5001 ANGEL CANYON ROADASHEVILLENC28803NONEPCCHARITABLE$1,150,000
COUNCIL OF RECOVERY
303 JACKSON HILL STHOUSTONTX77007NONEPCCHARITABLE$200,000
COVENANT HOUSE TEXAS
1111 LOVETT BLVDHOUSTONTX77006NONEPCCHARITABLE$15,000
CYSTIC FIBROSIS FOUNDATION
4265 SAN FELIPE ST 1100HOUSTONTX77027NONEPCCHARITABLE$25,000
GOOD360
675 N WASHINGTONALEXANDRIAVA22314NONEPCCHARITABLE$10,000
HERMANN PARK CONSERVANCY
1700 HERMANN DRHOUSTONTX77004NONEPCCHARITABLE$30,000
HOLY CROSS LUTHERAN CHURCH
7901 WESTVIEW DRHOUSTONTX77055NONEPCCHARITABLE$20,000
HOUSTON ARBORETUM & NATURE CENTER
4501 WOODWAY DRHOUSTONTX77024NONEPCCHARITABLE$90,000
HOUSTON FOOD BANK
535 PORTWALL STHOUSTONTX77029NONEPCCHARITABLE$10,000
HOUSTON METHODIST HOSPITAL FOUNDATION
6565 FANNIN NO GB240HOUSTONTX77030NONEPCCHARITABLE$5,000
HOUSTON ZOO
1513 CAMBRIDGEHOUSTONTX77030NONEPCCHARITABLE$100,000
LEGIONARIES OF CHRIST
30 MANSELL COURT SUITE 103ROSEWELLGA30076NONEPCCHARITABLE$150,000
MARCH OF DIMES
1550 CRYSTAL DRIVEARLINGTONVA22202NONEPCCHARITABLE$100,000
MEMORIAL HERMAN FOUNDATION
929 GESSNER RD SUITE 1900HOUSTONTX77024NONEPCCHARITABLE$902,080
MEMORIAL PARK CONSERVANCY
7575 NORTH PICNIC LANEHOUSTONTX77024NONEPCCHARITABLE$50,000
MUSCULAR DYSTROPHY ASSOCIATION
161 N CLARK STREET SUITE 3550CHICAGOIL60601NONEPCCHARITABLE$10,000
NATIONAL MS SOCETY
733 THIRD AVENUENEW YORKNY73211NONEPCCHARITABLE$375,000
NORTH CAROLINA ABORETUM SOCIETY
100 FREDERICK LAS OLMSTED WAYASHEVILLENC28806NONEPCCHARITABLE$60,000
ONEGOAL
PO BOX 734137CHICAGOIL60673NONEPCCHARITABLE$10,000
RICE UNIVERSITY'S BAKER INSTITUTE
PO BOX 1892HOUSTONTX77251NONEPCCHARITABLE$25,000
SAM HOUSTON AREA COUNCIL OF BOY SCOUTS
2225 N LOOP WESTHOUSTONTX77008NONEPCCHARITABLE$15,000
SHRINERS HOSPITALS FOR CHILDREN
PO BOX 947765ATLANTAGA30394NONEPCCHARITABLE$10,000
SMALL STEPS NUTURING CENTER
2902 JENSEN DRHOUSTONTX77026NONEPCCHARITABLE$15,000
SOUTHERN METHODIST UNIVERSITY
PO BOX 750402DALLASTX75275NONEPCCHARITABLE$30,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPCCHARITABLE$10,000
TEXAS BUSINESS HALL OF FAME
PO BOX 22048HOUSTONTX77227NONEPCCHARITABLE$75,000
TEXAS HEARING INSTITUTE
141 HOUSTON AVEHOUSTONTX88008NONEPCCHARITABLE$25,000
THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
GRAND CENTRAL STATION PO BOX 4777NEW YORKNY10163NONEPCCHARITABLE$10,000
UNBROKEN SPIRIT
10 DEEP CREEK TRAILARDENNC28704NONEPCCHARITABLE$100,000
UNITED WAY
PO BOX 727KENNEBUNKME04043NONEPCCHARITABLE$100,000
WOUNDED WARRIOR PROJECT
4899 BELFORT RD SUITE 300JACKSONVILLEFL32256NONEPCCHARITABLE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,747,080TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,187,346ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,070,946ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,258,292ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,258,292TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 ContributionNoncashContributionIndPerson ContributionPersonContributionInd
GREGORY L ARMSTRONG
11885 ST JAMES PLACE SUITE 950HOUSTONTX77056$1,578,250Yes (X)
GREGORY L ARMSTRONG
21885 ST JAMES PLACE SUITE 950HOUSTONTX77056$2,135,500Yes (X)
GREGORY L ARMSTRONG
31885 ST JAMES PLACE SUITE 950HOUSTONTX77056$1,400,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
110,000 SHS MARATHON$1,578,2502024-01-04
210,000 SHS APPLE$2,135,5002024-06-12

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$134,000Amt
Net Investment Income$67,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$67,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$29,453,160EOYBookValueAmt
EOYFMV$39,994,959EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,374,838USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,769,772USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
NEXTEN LPAT COST$295,417$295,417
TD WILLIAMSON LLCAT COST$1,500,000$1,500,000

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED MUTUAL FUND AND REIT DIVIDENDS-INCLUDE IN INCOMEDesc
BOY Book Value$2,114BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNEXTEN LP - PRIOR PERIOD ADJUSTMENTDesc
Amt$25,803Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
DIFFERENCE BETWEEN FMV AND COST OF CONTRIBUTIONS$288,542
DISTRIBUTION IN EXCESS OF BASIS$23,760

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$116,068$116,068$0
AGENT FEES$1,025$1,025$0
NEXTEN LP$14,050$14,050$0
NEXTEN LP$6,774$6,774$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$9,939$9,939$0
2023 ESTIMATED TAX PAYMENTS$5,000$0$0

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