2020-11-17T11:51:25-08:00 2019-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2019-01-01 746047440 Nelda C and HJ Lutcher Stark Foundation NELD 4098833513 601 Green Ave Orange TX 77630 Clyde V McKee III President & CEO 2020-11-17 true Jody Blazek P00072674 7134395739 X 2019 2021-04-22 16:20:28Z X 631919025 X 31887 15510 15510 15510 7066561 7066561 7066561 4750 4750 4750 4750 11540482 229797616 11540482 4405335 3518040 36382 28952 7430 7430 2370061 579702 586250 21036681 19207005 15603876 730697 192459 192459 538238 4282161 1550058 2732103 2182306 154928 387438 1794868 56967 56967 59435 24380 24380 35055 1903435 1634565 1634565 268870 404878 63835 63835 400000 3135576 26887 26887 542210 3821 3821 538389 92096 1804 1804 90292 18832 18832 3676907 136082 136082 3540825 17085500 2238761 4021329 10014439 604303 604303 17689803 2238761 4021329 10618742 3346878 16968244 11582547 1705 1555 1555 12046720 8040640 8043770 9131 5521 5521 33378 87668 87668 190927964 183068890 207365216 34722296 48731362 50337836 1917812 230879 2132130 1686933 5263200 79707268 82700276 89173908 86879569 37047169 49688123 49832400 86640026 43431290 43456693 185000325 412700005 417611938 631919025 299776 240515 299776 240515 X 412400229 412400229 417371423 412700005 417611938 412400229 3346878 1624316 417371423 417371423 Publicly traded securities 210785805 201980222 8805583 8805583 Land - 69,651 acres HWY 87 S Frontage P 2019-01-01 2019-01-01 1731442 429054 1302388 1302388 Grosvenor Institutional Partners, LP P 2008-01-31 2019-03-31 17271904 15847858 1424046 1424046 Securities litigation settlements 8465 8465 8465 11540482 4405335 false 15532289 343491869 0.04522 15668683 337242076 0.04646 18022085 320218611 0.05628 19863620 335174454 0.05926 17599589 354078263 0.04971 0.256930 0.051386 333490217 17136728 169682 17306410 13284081 339365 339365 339365 288372 115000 403372 X 827 63180 63180 false false false false false false false true true TX true true false true 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 true false false false false false false false Laurence R David 601 Green Ave Orange TX 776305718 Director 2.00 15000 R Frederick Gregory MD 601 Green Ave Orange TX 776305718 Director 2.00 2500 Rob Clark 601 Green Ave Orange TX 776305718 Chair 2.00 15000 Al Granger 601 Green Ave Orange TX 776305718 Vice Chair 2.00 15000 Deborah Hughes 601 Green Ave Orange TX 776305718 Director 2.00 15000 David Jones 601 Green Ave Orange TX 776305718 Director 2.00 15000 Dr Stephen Patterson 601 Green Ave Orange TX 776305718 Director 2.00 15000 W G Riedel III 601 Green Ave Orange TX 776305718 Director 2.00 15000 Clyde V McKee III 601 Green Ave Orange TX 776305718 President & CEO 40.00 303239 16921 Jennifer L Staton 601 Green Ave Orange TX 776305718 VP / CFO / Tres 40.00 233298 27440 Phyllis Woodford 601 Green Ave Orange TX 776305718 Secretary 40.00 86660 17718 Jennifer Barroeta 601 Green Ave Orange TX 776305718 HR Manager 40.00 154119 29181 Franklin Harris 601 Green Ave Orange TX 776305718 Cf Ppty Ofcr 40.00 141164 84 Rick J Lewandowski 601 Green Ave Orange TX 776305718 ShangriLa Dir 40.00 135215 35229 Katrina Nelson-Thomas 601 Green Ave Orange TX 776305718 Arts/Hist Dir 40.00 127875 26138 Michael Brister 601 Green Ave Orange TX 776305718 IT Manager 40.00 112148 26914 24 UBS 1285 Avenue of the Americas New York NY 10019 Investment Mgmt 1617846 Daniels Building & Construction Inc PO Box 20878 Beaumont TX 77720 Bldg Construction 576786 LFT Panels Inc 1606 Crestdale Dr Houston TX 77080 Bldg Construction 219081 LRG-Loss Recovery Group LLC 215 Tyler Dr Orange TX 77630 Disaster Recovery 165836 Honeywell Building Solutions 1985 Douglas Drive North Golden Valley MN 55422 Bldg Maint/Construct 1139582 7 Stark Museum of Art - Schedule Attached 3317116 W. H. Stark House - Schedule Attached 1804173 Lutcher Theater - Schedule Attached 2525359 Shangri La Botanical Gardens and Nature Center - Schedule Attached 4657172 330645899 3537782 4385067 338568748 0 338568748 5078531 333490217 16674511 X 10618742 2665339 13284081 13284081 2011-10-17 X 11582547 12738705 9536409 6903233 40760894 9845165 10827899 8105948 5867748 34646760 13284081 15532289 15668683 18090856 62575909 604303 607230 794947 597105 2603585 12679778 14925059 14873736 17493751 59972324 11116341 11449729 11241403 10673954 44481427 X Bridge City ISD 1035 West Roundbunch Bridge City TX 77611 N/A GOV To support academic UIL competition 3940 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 100000 Little Cypress - Mauriceville CISD 7327 Hwy 87 North Orange TX 77632 N/A GOV To support academic UIL competition 5000 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 Orangefield ISD PO Box 228 Orangefield TX 77639 N/A GOV To support academic UIL competition 5000 Southeast Texas Food Bank Inc 3845 S Martin Luther King Jr Parkwa Beaumont TX 77705 N/A PC To provide food for destitute families 40000 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 45600 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 300000 United Way of Orange County PO Box 1583 Orange TX 77631 N/A PC Funds to support 22 area agencies 30000 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 Conner Alexander PO Box 7758 UT Station Austin TX 78713 None I Scholarship 5387 Jordan Alexander PO Box 92575 Lake Charles LA 70609 None I Scholarship 5000 Ashlyn Ellis 601 Green Ave Orange TX 77630 None I Scholarship 1500 Manual Franklin 601 Green Ave Orange TX 77630 None I Scholarship 2000 Maggie Garcia PO Box 92575 Lake Charles LA 70609 None I Scholarship 1500 Hope Hill 601 Green Ave Orange TX 77630 None I Scholarship 1500 Spencer Johns PO Box 1848 University MS 38677 None I Scholarship 1064 Chloe Jones PO Box 311370 Denton TX 76203 None I Scholarship 1500 Essence Landry 601 Green Ave Orange TX 77630 None I Scholarship 5102 Ryan Ragsdale 4015 Avenue Q Galveston TX 77550 None I Scholarship 627 Sable Reynolds 601 Green Ave Orange TX 77630 None I Scholarship 1500 Claydra Rhodes 31 E Cullen Bldg Houston TX 77204 None I Scholarship 583 604303 Scholarship Awards PO Drawer 909 Orange TX 77631 None I Scholarships 152741 Southeast Texas Food Bank Inc 3845 S Martin Luther King Jr Parkwa Beaumont TX 77705 N/A PC Funds to stock food supplies 15000 Little Cypress - Mauriceville CISD 7327 Hwy 87 North Orange TX 77632 N/A GOV To purchase clothing for indigent school children 2000 Orangefield ISD PO Box 228 Orangefield TX 77639 N/A GOV To purchase clothing for indigent school children 2000 Vidor ISD 120 E Bolivar Vidor TX 77662 N/A GOV To purchase clothing for indigent school children 2000 West Orange - Cove CISD PO Box 1107 Orange TX 77631 N/A GOV To purchase clothing for indigent school children 2000 Lamar State College - Orange 418 Green Avenue Orange TX 77630 N/A GOV Scholarship administered by LSCO 900000 The University of Texas at Austin PO Box 7458 Austion TX 78713 N/A GOV Fund operations for the Stark Center for Physical Culture & Sports 600000 Julie Rogers Gift of Life Program 148 S Dowlen Road Beaumont TX 77707 N/A PC To provide cancer screening for indigent individuals 25000 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 Bridge City ISD 1035 West Roundbunch Bridge City TX 77611 N/A GOV To purchase clothing for indigent school children 2000 Deweyville ISD PO Box 408 Deweyville TX 77614 N/A GOV To purchase clothing for indigent school children 2000 1709741 Educational programs 4485 Reproduction fees 697 14 15510 14 7066561 4750 18 11540482 7430 K-1 income 525990 -38 14 29486 Oil & gas royalties 15 550095 Refunds/ins proceeds 1 1785336 -38 20987470 17362 21004794 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 Invista SARL PO Box 5003 Wichita KS 672015003 11000 X Independent audit/tax services 59435 24380 24380 35055 Machinery and Equipment 2008-01-01 7050857 5171374 SL 5.0000 209462 1796 1796 Buildings 2008-01-01 73101732 28740219 SL 25.0000 2926114 25091 25091 952,907 shs Doubleline Core Fixed Inc Fd 10476354 10548683 170,800 shs Ishares Core US Agg Bond 18090504 19192796 423,000 shs Bank of Amer Corp B/E 447169 480105 437,000 shs Morgan Stanley B/E 439610 440846 437,000 shs Citigroup Inc B/E 441915 457758 435,000 shs JP Morgan Chase B/E 441705 467081 428,000 shs Wells Fargo & Co B/E 440218 476150 439,000 shs Goldman Sachs Group B/E 442807 444430 17,750 shs Ishares JP Morgan USD EMB 1996677 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Entity is not a business enterprise, per IRC 4943(d)(3)(B). 76000000 76000000