STRAKE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STRAKE FOUNDATION (EIN 76-0041524)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-04
- IRS object ID
- 202043189349101829
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-04T12:12:14-00:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BREEDLOVE & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17014 Seven Pines Dr | AddressLine1Txt |
| City | Spring | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77379 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760041524 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRAKE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STRA | BusinessNameControlTxt |
| Phone | 7132162400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 MAIN STREET Room 3300 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770023215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDALL WOODRUFF | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Signature | 2020-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jill A Henze CPA | PreparerPersonNm |
| Phone | 2813791065 | PhoneNum |
| Preparation | 2020-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.192.94.33 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 17:23:49 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 18B403D360FBADFBF7C3B60EBD9E34250BABE1DD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DEA80426C937D7F6E60D482C366D6D0B9361ACE8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $60,636,125 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $360 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $360 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,480,981 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,480,981 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,215,788 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,294,530 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,215,788 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,559,583 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,559,583 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,137,546 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,137,546 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $203,297 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $53,528 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $149,769 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $107,417 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $21,483 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $85,934 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $75,771 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $17,052 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $58,719 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,706 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,012 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,694 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $138,485 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $138,485 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,457 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,457 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $689 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $689 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $61,174 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $37,886 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $23,288 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,749 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,240 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,509 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $101,051 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $63,661 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,390 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $722,796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $352,493 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $370,303 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,262,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,262,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,985,396 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $352,493 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,632,903 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$847,850 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,785,053 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,136,352 | CashBOYAmt |
| Cash EOY | $1,042,503 | CashEOYAmt |
| Cash EOYFMV | $1,042,503 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $47,243 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $30,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $30,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $16,961,939 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,075,121 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,974,792 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,932,109 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,541,816 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,541,816 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $37,958 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,928 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,719 | LandBOYAmt |
| Land EOY | $1,030 | LandEOYAmt |
| Land EOYFMV | $1,030 | LandEOYFMVAmt |
| Other Assets BOY | $42,827 | OtherAssetsBOYAmt |
| Other Assets EOY | $45,984 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $45,984 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $31,122,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,736,454 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,636,125 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $74,815 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $74,815 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $31,122,189 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $30,661,639 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,122,189 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,661,639 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,122,189 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,736,454 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,122,189 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$847,850 | ExcessRevenueOverExpensesAmt |
| Other Increases | $479,861 | OtherIncreasesAmt |
| Subtotal | $30,754,200 | SubtotalAmt |
| Other Decreases | $92,561 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,661,639 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | P | HowAcquiredCd |
| Acquired | 2019-01-01 | AcquiredDt |
| Sold | 2019-12-31 | SoldDt |
| Gross Sales Price | $6,294,530 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,078,742 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,215,788 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,215,788 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,215,788 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,215,788 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,750,567 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $60,565,518 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000000.061926 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,610,062 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $61,501,090 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000000.058699 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,755,213 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $60,610,018 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000000.061957 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,328,724 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $62,805,477 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000000.068923 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,885,166 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $74,124,159 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000000.065905 | DistributionYr5Rt |
| Total Distribution | 000000.317410 | TotalDistributionRt |
| Average Distribution | 000000.063482 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $60,299,566 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,827,937 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,851 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,845,788 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,632,903 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,701 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $35,701 | SubtotalAmt |
| Tax Based On Investment Income | $35,701 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $30,000 | OriginalReturnTaxPaidAmt |
| Tax Due | $5,701 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MR RANDALL WOODRUFF | IndividualWithBooksNm |
| Phone | 7134001170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 MAIN STREET SUITE 3300 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RANDALL K WOODRUFF | ||||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | EXEC DIR | 032.00 | $156,797 | $26,712 | $4,800 |
| GEORGE W STRAKE JR | ||||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | PRESIDENT/TREASURER | 005.00 | $30,000 | $503 | |
| DIANA D HOOVER | ||||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | VICE PRESIDENT | 002.00 | $3,000 | ||
| ROBERT S PARSLEY | ||||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | SECRETARY | 002.00 | $1,500 | ||
| STEPHEN D STRAKE | ||||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | DIRECTOR | 002.00 | $3,000 | ||
| DANIEL D PARSLEY | ||||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | DIRECTOR | 002.00 | $3,000 | ||
| KATHY COVEY | ||||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | DIRECTOR | 002.00 | $3,000 | ||
| MANO DEAYALA | ||||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | DIRECTOR | 002.00 | $0 | ||
| CATHY MCCONN | ||||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | DIRECTOR | 002.00 | $3,000 | ||
| WILLIAM JACKSON | ||||||||
| 712 MAIN ST STE 3300 | HOUSTON | TX | 77002 | DIRECTOR | 002.00 | $0 | ||
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA JUNG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 MAIN STREET STE 3300 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SECRETARY | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 040.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $84,106 | CompensationAmt |
| Employee Benefits | $28,729 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UBS FINANCIAL SERVICES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 POST OAK CIRCLE SUITE 150 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $94,407 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 231 GRANTS TO VARIOUS CHURCHES, SCHOOLS AND OTHER NONPROFIT CAUSES | Description1Txt |
| Expenses1 | $2,262,600 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $47,523,611 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,067,241 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,626,982 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,217,834 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $61,217,834 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $918,268 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,299,566 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,014,978 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,014,978 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,701 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,701 | TotalTaxAmt |
| Distributable Before Adj | $2,979,277 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,979,277 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,979,277 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,632,903 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,632,903 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,632,903 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,979,277 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,288,288 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,115,495 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $852,330 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $679,967 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $772,767 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,708,847 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,632,903 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,632,903 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $346,374 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $346,374 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,362,473 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $941,914 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,420,559 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,115,495 | ExcessFromYear4Amt |
| Excess From Year3 | $852,330 | ExcessFromYear3Amt |
| Excess From Year2 | $679,967 | ExcessFromYear2Amt |
| Excess From Year1 | $772,767 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANTS ADMINISTRATOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 MAIN STREET SUITE 3300 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7134001170 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATIONS ARE PROCESSED ONLINE. TO RECEIVE THE LINK TO THE PORTAL SEND EMAIL TO FOUNDATIONSTRAKE.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | MAXIMUM OF 1 GRANT APPLICATION / CALENDAR YEAR, EMPHASIS IS LOCAL TO HOUSTON, 501C3 ORGANIZATIONS. PRIMARY GIVING CATEGORIES ARE CATHOLIC INSTITUTIONS, YOUTH EDUCATION HIGH SCHOOL AND ABOVE, WOMENS HEALTH PRO LIFE, FREE MARKETS AND INDIVDUAL LIBERTY, HOUSTON CIVIC AND COMMUNITY, HOUSTON HOMELESS AND LOW INCOME | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (222 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A D Players Theater | ||||||
| 5420 Westheimer Road | Houston | TX | 77056 | PC | A.D. Players/Holocaust Museum Houston/The Hiding Place | $5,000 |
| AAPLOG American Association of Pro Life Obstetricians & Gynecologists | ||||||
| PO Box 395 | Eau Claire | MI | 491110395 | PC | Building Organizational Capacity to Serve the American OB/GYN Medical, Student and Legal Professional Communities | $2,500 |
| Admiral Nimitz Foundation | ||||||
| 328 East Main Street | Fredericksburg | TX | 78624 | PC | Renovation of the Exhibits and Interior of the Nimitz Gallery at the National Museum of the Pacific War | $7,500 |
| Aid to Victims of Domestic Abuse | ||||||
| 1001 Texas Ave Suite 600 | Houston | TX | 77002 | PC | Funding Support for AVDAs Home Safe Home Gala | $2,500 |
| Alliance For Choice In Education | ||||||
| 1201 E COLFAX AVE STE 302 | Denver | CO | 802182269 | PC | ACE Scholarships Houston | $5,000 |
| Alzheimers Care And Research Center Foundation | ||||||
| 12455 Freedom Way | San Antonio | TX | 78245 | PC | AWARE Luncheon Freedom House The Journey Continues | $5,000 |
| Amazing Place | ||||||
| 3735 Drexel | Houston | TX | 77027 | PC | 2019 Annual Luncheon and Amazing Together Campaign | $5,000 |
| American Principles Project | ||||||
| 2800 Shirlington Road Ste 1201 | Arlington | VA | 22206 | PC | Family First | $5,000 |
| American Red Cross - Greater Houston Area Chapter | ||||||
| 2700 Southwest Freeway | Houston | TX | 77030 | PC | Home Fire Campaign | $2,500 |
| American Values | ||||||
| 2800 S Shirlington Rd Ste 950 | Arlington | VA | 22206 | PC | Religious Liberty Special Projects | $10,000 |
| Americans United for Life | ||||||
| 1150 Connecticut Ave NW Ste 500 | Washington | DC | 20036 | PC | An Extraordinary Window of Opportunity to Overturn Roe v. Wade and Advance Legal Protections for Human Life in America AULs 50-State Strategic Plan | $4,000 |
| Amigas Para Ninos | ||||||
| 400 Mulberry Lane | Bellaire | TX | 77401 | PC | Student Financial Assistance and Scholarships | $5,000 |
| Amigos de las Americas | ||||||
| 1800 West Loop SouthSuite 1325 | Houston | TX | 77027 | PC | Building the Foundation Program Expansion and Safety | $5,000 |
| And Then There Were None | ||||||
| PO Box 2571 | Round Rock | TX | 78680 | PC | General Operating Expenses | $12,500 |
| Annunciation Maternity Home | ||||||
| 3610 Shell Road | Georgetown | TX | 78628 | PC | Providing for Client Needs, 2019 | $2,500 |
| Archdiocese for the Military Services USA | ||||||
| PO Box 4469 | Washington | DC | 20017 | PC | Vocations and Co-Sponsored Seminarian Programs | $7,500 |
| Archdiocese of Galveston-Houston | ||||||
| PO Box 907 | Houston | TX | 77001 | PC | The Cardinals Circle 2019-2020 | $5,000 |
| Armand Bayou Nature Center | ||||||
| PO Box 58828 | Houston | TX | 77258 | PC | Operating Support | $1,000 |
| Arms Wide Adoption Services | ||||||
| 6925 Portwest Drive Suite 110 | Houston | TX | 77024 | PC | Houston Special Needs Adoption Program | $3,000 |
| Arts for Rural Texas | ||||||
| PO Box 33 | Fayetteville | TX | 78940 | PC | Fine Art Assembly and Art After School Programs | $5,000 |
| Asian Community Support Services Center | ||||||
| 1714 Tannehill | Houston | TX | 77008 | PC | Students Initiative to Erase the Undercount - Census 2020 | $5,000 |
| Association for the Advancement of Mexican-Americans | ||||||
| 6001 Gulf FreewayBuilding E | Houston | TX | 77023 | PC | Sanchez Charter School | $2,000 |
| Avondale House | ||||||
| 3737 OMeara Drive | Houston | TX | 77025 | PC | Pledge Approved 10,000 over 2 years. - Employment Services Program for Adults with Autism | $5,000 |
| Barbara Bush Foundation for Family Literacy | ||||||
| 7887 San Felipe St Ste 250 | Houston | TX | 77063 | PC | A Celebration of Reading | $15,000 |
| Baylor Scott & White | ||||||
| 2401 South 31st Street | Temple | TX | 76508 | PC | Neurological and Spine Center | $25,000 |
| Big Brothers Big Sisters of Greater Houston | ||||||
| 1003 Washington Avenue | Houston | TX | 77002 | PC | Pledge Approved 20,000 over 2 years - One-to-One Mentoring for Youth Facing Adversity | $10,000 |
| Blue Bird Circle | ||||||
| 615 West Alabama | Houston | TX | 77006 | PC | Pediatric Neurology Research | $7,500 |
| Boys & Girls Clubs of Greater Houston | ||||||
| 815 Crosby | Houston | TX | 77019 | PC | 2019 Great Futures Dinner | $20,000 |
| Boys & Girls Clubs of the Austin Area | ||||||
| 6648 Ed Bluestein Blvd | Austin | TX | 78723 | PC | After school and summer Youth Development Programming for low-income youth | $5,000 |
| Boys & Girls Country of Houston Inc | ||||||
| 18806 Roberts Rd | Hockley | TX | 77447 | PC | Growing Children For Life | $5,000 |
| Breakthrough Central Texas | ||||||
| 1050 East 11th Street Suite 350 | Austin | TX | 78702 | PC | Breakthroughs Middle School Summer Academy | $5,000 |
| Briarwood School | ||||||
| 12207 Whittington Drive | Houston | TX | 77077 | PC | SMART Boards for Middle Upper School Math Classes | $6,000 |
| Bridges to Life | ||||||
| PO Box 570895 | Houston | TX | 772570895 | PC | 2019 Bridges To Life Projects | $10,000 |
| Brookwood In Georgetown | ||||||
| 905 N Church St | Georgetown | TX | 78626 | PC | Kitchen Equipment for New Baking Enterprise | $5,000 |
| Buffalo Bayou Partnership | ||||||
| 1019 Commerce St Suite 200 | Houston | TX | 77002 | PC | Revitalizing and Activating Buffalo Bayou | $3,000 |
| Camp Aranzazu Inc | ||||||
| 5420 Loop 1781 | Rockport | TX | 78382 | PC | Camper Scholarship | $5,000 |
| CanCare of Houston Inc | ||||||
| 9575 Katy Fwy Ste 428 | Houston | TX | 77024 | PC | One-one-One Emotional Support and Medical Facility Visitation Programs | $2,500 |
| Care Net | ||||||
| 44180 Riverside Pkwy Ste 200 | Lansdowne | VA | 20176 | PC | Expanding Care Nets Making Life Disciples Initiative | $2,000 |
| Casa de Esperanza de Los Ninos Inc | ||||||
| PO Box 66581 | Houston | TX | 772666581 | PC | Residential Program | $5,000 |
| Catholic University of America | ||||||
| 620 Michigan Ave NE | Washington | DC | 20064 | PC | The Catholic Project Podcast Series | $10,000 |
| Centurion Military Alliance | ||||||
| 18226 Stockton Springs Dr | Spring | TX | 77379 | PC | Warrior Transition Program | $20,000 |
| Chaucer Drive Study Center Inc | ||||||
| 410 Westcott St | Houston | TX | 77007 | PC | Westcott Study Center General Operating | $5,000 |
| Children's Museum of Houston | ||||||
| 1500 Binz St | Houston | TX | 77004 | PC | EcoStation Environmental Exhibit at Childrens Museum of Houston | $7,500 |
| Chinquapin School | ||||||
| 2615 E Wallisville Road | Highlands | TX | 77562 | PC | General Operating Funds | $5,000 |
| Christian Community Service Center | ||||||
| P O Box 27924 | Houston | TX | 772277924 | PC | Emergency Services - A Safety Net for Families in Crisis | $2,000 |
| Christian Renewal Center | ||||||
| PO Box 699 | Dickinson | TX | 77539 | PC | ADA Wheel-Chair Accessible Room 10,625 each | $5,000 |
| Church of the Annunciation | ||||||
| 1618 Texas Avenue | Houston | TX | 77001 | PC | Architectural Master Plan | $10,000 |
| Cistercian Preparatory School | ||||||
| 3660 Cistercian Road | Irving | TX | 750394500 | PC | Endowment for Professional Development | $12,500 |
| Clothed By Faith Inc | ||||||
| 802 Dominion Drive Suite 100 | Katy | TX | 77450 | PC | Towards 2019 Operating Expenses | $2,500 |
| Coalition for the Homeless of HoustonHarris County | ||||||
| 2000 Crawford Street | Houston | TX | 77002 | PC | General Operations- FY2020 | $5,000 |
| Colonial Williamsburg Foundation | ||||||
| Box 1776 | Williamsburg | VA | 23187 | PC | The Colonial Williamsburg Fund | $3,000 |
| Colorado Springs Pioneers Museum | ||||||
| 215 S Tejon Street | Colorado Springs | CO | 80903 | PC | Evidence Finding the Facts about the Life of General William Jackson Palmer | $12,500 |
| Crime Stoppers of Houston Inc | ||||||
| PO Box 541654 | Houston | TX | 77254 | PC | General Operations | $10,000 |
| Cristo Rey Dallas College Prep | ||||||
| 1064 N St Augustine | Dallas | TX | 75217 | PC | Cristo Rey General Operating Budget Support | $10,000 |
| Cristo Rey Jesuit College Preparatory School of Houston | ||||||
| 6700 Mount Carmel Street | Houston | TX | 77087 | PC | Viva Gala | $15,000 |
| Dallas Children's Theater Inc | ||||||
| 5938 Skillman | Dallas | TX | 75231 | PC | Support for Student Matinee Performance Series SMPS | $2,500 |
| Dance of Asian America | ||||||
| 9889 Bellaire BlvdC-335 | Houston | TX | 77036 | PC | Chinese Cultures through Dance | $5,000 |
| Dominican Sisters | ||||||
| 5250 GASMER DRIVE | Houston | TX | 77035 | PC | Education Advancement and Renovation Cost Assistance | $35,000 |
| Educational Programs Inspiring Communities Inc | ||||||
| 707 Lehman Street | Houston | TX | 77018 | PC | H.E.A.R.T. Program | $7,500 |
| Educational Research Analysts | ||||||
| PO Box 7518 | Longview | TX | 756077518 | PC | Comparison of reading selection content in new Texas high school American Literature textbooks up for 2019 State Board of Education approval and 2020 local adoption statewide | $3,500 |
| Epilepsy Foundation Southeast Texas | ||||||
| 2401 Fountain View Dr Ste 900 | Houston | TX | 77057 | PC | Residential Camping Program for Children with Epilepsy and Multiple Debilitating Handicaps | $2,500 |
| Fellowship of Catholic University Students FOCUS | ||||||
| PO Box 17408 | DenverDenver | CO | 80217 | PC | Raising a Faithful Generation in Texas | $10,000 |
| Fort Bend Family Promise | ||||||
| 4645 Cartwright Road | Missouri City | TX | 77459 | PC | General Operating Expenses | $2,500 |
| Foundation for Christian Values Inc | ||||||
| 336 N Chapel Ave Apt H | Alhambra | CA | 918017303 | PC | Educational, doctrinal and apostolic activities. | $5,000 |
| Fred Hutchinson Cancer Research Center | ||||||
| PO Box 19024 | SeattleS | WA | 981091024 | PC | Parsley Charity Golf Classic benefiting the Nils Berggren GvHD Prevention and Treatment Fund at Fred Hutch | $25,000 |
| Freedom Alliance | ||||||
| 22570 Markey Court Suite 230 | Dulles | VA | 20166 | PC | Support Our Troops | $7,500 |
| Freedom Works Foundation | ||||||
| 111 K Street NE Ste 600 | Washington | DC | 20002 | PC | General Operations the Center for Economic Freedom and the Regulatory Action Center | $2,500 |
| Friends of the Texas Historical Commission | ||||||
| PO Box 13497 | Austin | TX | 78711 | PC | Under the Stars at Emancipation Park | $5,000 |
| Girl Scouts of San Jacinto Council | ||||||
| 3110 Southwest Freeway | Houston | TX | 77098 | PC | Girl Scout Gold Award | $6,000 |
| Gregorian University Foundation | ||||||
| 1055 Thomas Jefferson St NWSuite 30 | Washington | DC | 20007 | PC | Pope Francis Adopt-a-Scholar Program | $5,000 |
| Harris County Drug Court Support Foundation | ||||||
| 515 Caroline Street | Houston | TX | 77002 | PC | Capcity Building | $5,000 |
| Harris County Hospital District Foundation | ||||||
| 2525 Holly Hall St 292 | Houston | TX | 77054 | PC | Ben Taub Hospitals Level 1 Ginni and Richard Mithoff Trauma Center 1st Floor Renovation | $3,000 |
| Harris County Public Library | ||||||
| 5749 South Loop East | Houston | TX | 77033 | PC | Summer Reading Program A Universe of Stories | $2,000 |
| Harvard Catholic Center | ||||||
| 29 Mt Auburn Street | Cambridge | MA | 02138 | PC | Called to Give - deepening lives of prayer and virtuous friendships | $7,500 |
| HeartGift Foundation | ||||||
| PO Box 691711 | Houston | TX | 77269 | PC | Patient Sponsorship | $3,000 |
| His Father's Heart Ministries | ||||||
| 5715 NW Central Dr Ste F109 | Houston | TX | 77092 | PC | His Fathers Heart Ministries operational support | $5,000 |
| Holocaust Museum Houston | ||||||
| 5401 Caroline Street | Houston | TX | 77004 | PC | General Operating Funds | $15,000 |
| Holy Family Cristo Rey Catholic High School | ||||||
| PO Box 19577 | Birmingham | AL | 35219 | PC | Holy Family Cristo Rey Renaissance | $10,000 |
| Holy Name Passionist Retreat Center | ||||||
| 430 Bunker Hill Road | Houston | TX | 770246399 | PC | General Operations Support for the Ministries of Holy Name Retreat Center | $3,000 |
| Hope Active | ||||||
| 1801 FM 528 RD | Webster | TX | 77598 | PC | Back to School Bash Community Healthfair | $5,000 |
| Hope and Healing Institute | ||||||
| 717 Sage Road | Houston | TX | 77056 | PC | Community Mental Health Programs and Services | $3,000 |
| Houston Aphasia Recovery Center | ||||||
| 5005 Woodway Dr Suite 110 | Houston | TX | 77056 | PC | HARC Lets Talk Luncheon | $10,000 |
| Houston Asian American Festival Assn | ||||||
| 1714 Tannehill Dr | Houston | TX | 77008 | PC | 2020 Lunar New Year Houston | $10,000 |
| Houston Coalition for Life | ||||||
| PO Box 301094 | Houston | TX | 77230 | PC | Houston Coalition for Life Crisis Pregnancy Centers and Maternity Office | $10,000 |
| Houston Community College Foundation | ||||||
| 3100 Main Street MC 1148 | Houston | TX | 77002 | PC | 55th Anniversary Campaign | $15,000 |
| Houston Food Bank | ||||||
| 535 Portwall Street | Houston | TX | 77029 | PC | Houston Food Bank- General Operations | $7,000 |
| Houston Habitat for Humanity | ||||||
| 3750 N McCarty | Houston | TX | 77029 | PC | Home Preservation | $2,500 |
| Houston Hospice | ||||||
| 1905 Holcombe Blvd | Houston | TX | 77030 | PC | Operating Support | $5,000 |
| Houston Museum of Natural Science | ||||||
| 5555 Hermann Park Drive | Houston | TX | 77030 | PC | World of Wonder Gala | $15,000 |
| Houston Parks Board | ||||||
| 300 North Post Oak Lane | Houston | TX | 77024 | PC | Lee LeClear Tennis and Learning Center | $5,000 |
| Houston Pregnancy Help Center | ||||||
| 3636 San Jacinto Street | Houston | TX | 77004 | PC | Case Management Services | $7,500 |
| Houston Symphony Society | ||||||
| 615 Louisiana Street Suite 102 | Houston | TX | 77002 | PC | Support for the Houston Symphonys 2018-19 Education and Community Engagement Initiatives | $5,000 |
| Houston Texans YMCA | ||||||
| 2600 North Loop West Suite 300 | Houston | TX | 77092 | PC | D. Bradley McWilliams Better Us Campaign | $3,500 |
| Houston Tri Delta Philanthropies Inc | ||||||
| PO Box 131262 | HoustonHouston | TX | 77219 | PC | the SALE - Shop to Cure Childhood Cancer | $15,000 |
| Houston Wilderness | ||||||
| 5847 San Felipe Suite 2050 | Houston | TX | 77057 | PC | The Wilderness Passport and Great Green Quest | $2,500 |
| Houston Zoo Inc | ||||||
| 1513 Cambridge Street | Houston | TX | 77030 | PC | Keeping Our World Wild Centennial Campaign for the Houston Zoo | $45,000 |
| Human Coalition | ||||||
| 7800 N Dallas Parkway Suite 550 | Plano | TX | 75024 | PC | Preborn National Rescue System | $10,000 |
| Incarnate Word Academy | ||||||
| 2920 South Alameda | Corpus Christi | TX | 78404 | PC | Tuition Asisstance Project | $7,500 |
| Incarnate Word Academy-Houston | ||||||
| 609 Crawford Street | Houston | TX | 77002 | PC | I AM IN - Capital Campaign | $100,000 |
| Incarnate Word Retirement Community dba Village at Incarnate Word | ||||||
| 4707 Broadway | San Antonio | TX | 78209 | PC | Community Education and Housing Programs - all of our programs | $7,500 |
| India House | ||||||
| 8888 West Bellfort St | Houston | TX | 77031 | PC | Free food distribution to needy families | $1,500 |
| Institute for Humane Studies | ||||||
| 3434 Washington Blvd 1st Floor | Arlington | VA | 22201 | PC | IHS On-Campus Educational Programs | $2,500 |
| Institute for Spirituality and Health at the Texas Medical Center | ||||||
| 8100 Greenbriar Suite 300 | Houston | TX | 77054 | PC | General Operations | $5,000 |
| Institute for Spirituality and Health at the Texas Medical Center | ||||||
| 8100 Greenbriar Suite 300 | Houston | TX | 77054 | PC | General Operating Expenses related to education of medical and nursing students | $10,000 |
| Institute of Hispanic Culture of Houston Inc | ||||||
| 3315 Sul Ross | Houston | TX | 77098 | PC | Day of the Hispanic World- Da de la Hispanidad | $10,000 |
| Jesuit College Preparatory School of Dallas | ||||||
| 12345 Inwood Road | Dallas | TX | 75244 | PC | Celebration Auction | $7,500 |
| Jesuit Volunteer Corps | ||||||
| 801 St Paul Street | Baltimore | MD | 21202 | PC | Jesuit Volunteer Corps in Houston | $5,000 |
| John Paul II Fdn for Life and Family | ||||||
| 7730 Westview | Texas | TX | 77055 | PC | Shepherds Heart | $20,000 |
| John Paul II Forum | ||||||
| PO Box 667584 | Houston | TX | 77266 | PC | Teaching University Students about the Life and Legacy of St John Paul II | $5,000 |
| Judicial Watch Inc | ||||||
| 425 Third Street SWSuite 800 | Washington | DC | 20024 | PC | General Support | $5,000 |
| Junior League of Houston Inc | ||||||
| 1811 Briar Oaks Lane | Houston | TX | 77027 | PC | Junior League of Houston Charity Ball 2019 - 2020 | $10,000 |
| Junior League of The Woodlands | ||||||
| 2219 Sawdust RD Suite 1403 | The Woodlands | TX | 77380 | PC | Junior League of The Woodlands, Inc. H.A.P.P.Y. Program | $3,000 |
| Katy Prairie Conservancy | ||||||
| 5615 Kirby Drive Suite 867 | Houston | TX | 77005 | PC | The Right Prairie in the Right Place | $2,000 |
| Kickstart Kids | ||||||
| 10222 Westheimer Road | Houston | TX | 77042 | PC | Kickstart Kids Houston-Area Programs | $5,000 |
| Kids Meals | ||||||
| 330 Garden Oaks Blvd | Houston | TX | 77018 | PC | Healthy Meal Delivery Expansion | $5,000 |
| KIPP Academy | ||||||
| 10711 KIPP Way | Houston | TX | 77099 | PC | KIPP Texas Houston, KIPP Through College | $5,000 |
| Latino Learning Center Inc | ||||||
| 3522 Polk St | Houston | TX | 77003 | PC | Humanitarian Award Luncheon | $15,000 |
| Leadership Houston Inc | ||||||
| 4119 Montrose Blvd Suite 170 | Houston | TX | 77006 | PC | Signature Leadership Program | $3,000 |
| Leadership Institute | ||||||
| 1101 N Highland Street | Arlington | VA | 22201 | PC | Texas Battle Plan 2019 | $10,000 |
| Leukemia & Lymphoma Society | ||||||
| 5433 Westheimer Road Suite 300 | Houston | TX | 77056 | PC | Team Victory Royal | $5,000 |
| Life Message Inc | ||||||
| 4501 Rowlett Rd 200 | Rowlett | TX | 75088 | PC | Life Message/Life Message Veterans Resource and Outreach Center VROC | $10,000 |
| Lone Star Flight Museum | ||||||
| 11551 Aerospace Ave | Houston | TX | 77034 | PC | General Operating | $9,600 |
| Lone Star Flight Museum | ||||||
| 11551 Aerospace Ave | Houston | TX | 77034 | PC | Lone Star Flight Museum Operations | $10,000 |
| Loving Houston Inc | ||||||
| 2916 West TC Jester Ste 200 | Houston | TX | 77018 | PC | Church-School Partnership District Coordinator | $3,000 |
| Madison County Catholic Community | ||||||
| 105 Poppleton Street | Sheridan | MT | 59749 | PC | Priest Travel | $5,000 |
| Manned Space Flight Education Foundation | ||||||
| 1601 NASA Parkway | Houston | TX | 77058 | PC | 2019 Galaxy Gala Exploration Fuels Innovation | $5,000 |
| Memorial Assistance Ministries | ||||||
| 1625 Blalock Road | Houston | TX | 77080 | PC | MAMs English As Second Language Classes | $10,000 |
| Memorial Hermann Foundation | ||||||
| 929 Gessner Suite 2650 | Houston | TX | 77024 | PC | Memorial Hermann Circle of Life Above Beyond Gala | $10,000 |
| Mexican Institute of Greater Houston | ||||||
| 4601 Caroline St | Houston | TX | 77004 | PC | Basic Computer Literacy for Adults | $2,500 |
| Military Community Youth Ministries | ||||||
| 540 N Cascade Ave Ste 300 | Clorado Springs | CO | 80903 | PC | MCYM Houston Cares Luncheon | $5,000 |
| Mission Squash of Houston | ||||||
| PO Box 540693 | Houston | TX | 77254 | PC | Mission Squash Academics and Enrichment Program | $5,000 |
| Monsignor Kelly Catholic High School | ||||||
| 5950 Kelly Drive | Beaumont | TX | 77707 | PC | Financial Assistance Program for the 2019-2020 School Year | $5,000 |
| Museum of Fine Arts Houston - Bayou Bend | ||||||
| PO Box 6826 | Houston | TX | 772656826 | PC | Bayou Bend Education Programs 2018-19 | $5,000 |
| Museum of Health & Medical Science | ||||||
| 1515 Hermann Drive | Houston | TX | 77004 | PC | 50th Anniversayr Celebration | $15,000 |
| Museum of Health & Medical Science | ||||||
| 1515 Hermann Drive | Houston | TX | 77004 | PC | Healthcare Education/General Operating | $12,500 |
| National Center on Sexual Exploitation | ||||||
| 12 F Street Suite 200 | Washington | DC | 20004 | PC | Dirty Dozen List Activism to End Sexual Exploitation | $6,000 |
| National Pediatric Cancer Foundation Inc | ||||||
| 5550 W Executive Dr Ste 200 | Tampa | FL | 33609 | PC | National Pediatric Cancer Foundation, Fashion Funds The Cure | $5,000 |
| National Review Institute | ||||||
| 19 West 44th Street Suite 1701 | New York | NY | 10036 | PC | Support for the NRI Mission and Core Programs | $4,000 |
| Newman Connection Inc | ||||||
| 1700 Pacific Avenue Suite 2420 | Dallas | TX | 75201 | PC | High School Outreach Program for the Archdiocese of Galveston- Houston | $4,000 |
| NextOp Inc | ||||||
| PO Box 266 | Houston | TX | 77001 | PC | NextOps Texas Veteran Employment Program | $15,000 |
| Nick Finnegan Counseling Center | ||||||
| 2714 Joanel Street | Houston | TX | 77027 | PC | To provide operating support for Nick Finnegan Counseling Centers counseling services and outreach programs. | $5,000 |
| O'Connell College Preparatory School | ||||||
| 1320 Tremont Street | Galveston | TX | 77550 | PC | Guardian Angel Tuition Assistance Fund | $5,000 |
| OneGoal - Houston | ||||||
| 7457 Harwin Dr Suite 263 | Houston | TX | 77036 | PC | General Operating Support | $2,500 |
| Open Dance Project | ||||||
| 747 N Shepherd Dr 100 | Houston | TX | 77007 | PC | General Operating Funds FY19 | $6,000 |
| Open Door Mission Foundation | ||||||
| PO Box 9356 | Houston | TX | 77261 | PC | 6 Computers for the Education Program | $6,000 |
| Our American Network | ||||||
| 1739 University Ave 341 | Oxford | MS | 38655 | PC | Bringing our NPR-alternatives program Our American Stories to Houston | $15,000 |
| Our Lady of Walsingham Catholic Church | ||||||
| 7809 Shadyvilla Lane | Houston | TX | 77055 | PC | Pledge Approved 20,000 over 2 years - Support of Houston mission convent of the Dominican Sisters of Mary, Mother of the Eucharist. | $10,000 |
| Paradisus Dei | ||||||
| PO Box 19127 | Houston | TX | 77224 | PC | What is Love An Outreach to Millennials | $10,000 |
| Parents Television Council | ||||||
| 150 E Olive Avenue Suite 112 | Burbank | CA | 91502 | PC | TV Content Ratings Reform Campaign | $2,500 |
| Pathways for Little Feet | ||||||
| 9 Greenway Plaza Suite 3150 | Houston | TX | 77046 | PC | Pathways for Little feet provides families with no interest loans to be able to adopt their families.Over 1.6 million has been repaid into the Family Fund since 2008. | $12,500 |
| Patriot PAWS Service Dogs | ||||||
| 254 Ranch Trail | Rockwall | TX | 75032 | PC | Patriot PAWS Service Dogs | $10,000 |
| Pontifical North American College | ||||||
| 3211 Fourth Street NE | Washington | DC | 20017 | PC | Table at the Rectors dinner honoring the Strake Foundation full color add in program | $15,000 |
| Pregnancy Center of the Coastal Bend | ||||||
| 4730 Everhart Road | Corpus Christi | TX | 78411 | PC | Pregnancy Center Operations Support | $3,000 |
| Presbyterian School | ||||||
| 5300 Main Street | Houston | TX | 77004 | PC | Pledge Approved 100,000 over 4 years - Make Room for the Future Capital Campaign | $25,000 |
| Pro-Vision Inc | ||||||
| 4590 Wilmington Street | Houston | TX | 77051 | PC | Potential Opportunity Effort Transformation The Campaign for Pro-Vision | $40,000 |
| Raise Up Families | ||||||
| 9610 Long Point Rd Ste 110 | Houston | TX | 77055 | PC | 2 Months Rent for 5 Families in our 9 Month Hand-Up Program | $5,000 |
| Red Cloud Indian School | ||||||
| 100 Mission Drive | Pine Ridge | SD | 57770 | PC | Red Cloud Indian School Housing Challenge | $5,000 |
| Ronald McDonald House | ||||||
| 1907 Holcombe Blvd | Houston | TX | 77030 | PC | Various Projects | $10,000 |
| Sacred Heart Catholic School | ||||||
| 615 McDade St | Conroe | TX | 77301 | PC | Playground Revitalization | $15,000 |
| Salvation Army Greater Houston Area | ||||||
| 1500 Austin Street | Houston | TX | 77002 | PC | The Salvation Army Annual Luncheon | $10,000 |
| San Jacinto Museum of History Association | ||||||
| One Monument Circle | La Porte | TX | 77571 | PC | San Jacinto Monument Operations | $20,000 |
| Semper Fi Fund | ||||||
| 825 College Boulevard Suite 102PMB | Oceanside | CA | 92057 | PC | General Operating Support | $10,000 |
| SER-Jobs for Progress of the Texas Gulf Coast | ||||||
| 1710 Telephone Road | Houston | TX | 77023 | PC | SERs 2019 Veterans Program | $7,500 |
| Sight Into Sound | ||||||
| 3935 Essex Lane | Houston | TX | 77027 | PC | Radio Reading, Custom Reading and Descriptive program | $3,000 |
| Social Motion Skills | ||||||
| 10694 Haddington Suite G | Houston | TX | 77043 | PC | Solving lifes special needs for children and families with autism and similar disabilities | $7,500 |
| Society of St Vincent de PaulHouston | ||||||
| 2403 Holcombe Blvd | Houston | TX | 77021 | PC | Food Network Ministry | $5,000 |
| Source for Women of Houston | ||||||
| 6009 Richmond Avenue Suite 130 | Houston | TX | 77057 | PC | Spring Branch family education ministry | $5,000 |
| Special Olympics Texas | ||||||
| 17101 Mill Forest Road Suite 171 | Webster | TX | 77598 | PC | Special Olympics Texas Greater Houston Area Program | $10,000 |
| Spring Branch-Memorial Sports Assoc | ||||||
| PO Box 800211 | Houston | TX | 77280 | PC | Fields of Dreams Capital Campaign | $10,000 |
| SpringSpirit Baseball | ||||||
| 8526 Pitner Road | Houston | TX | 77080 | PC | Annual Breakfast of Champions | $15,000 |
| St Johns School | ||||||
| 8100 Greenbriar Suite 300 | Houston | TX | 77054 | PC | Strake Foundaiton Endowment Fund at St. Johns School | $25,000 |
| St Agnes Academy | ||||||
| 9000 Bellaire Blvd | Houston | TX | 770364683 | PC | Veritas Derby Party | $1,000 |
| St Francis Episcopal Day School | ||||||
| 335 Piney Point Road | Houston | TX | 77024 | PC | Forward in Faith Phase II Capital Campaign | $12,500 |
| St John Bosco School | ||||||
| 5630 West Commerce Street | San Antonio | TX | 78237 | PC | Tuition Assistance | $5,000 |
| St John Paul II High School | ||||||
| 3036 Saratoga Blvd | Corpus Christi | TX | 78415 | PC | Student Transportation for St. John Paul II High School | $5,000 |
| St John XXIII College Prep | ||||||
| 1800 West Grand Parkway N | Katy | TX | 77449 | PC | St. John XXIII Plan 2025 | $10,000 |
| St Joseph Catholic SchoolBryan | ||||||
| 600 South Coulter | Bryan | TX | 77803 | PC | St. Joseph Catholic High School Tuition Assistance Program | $2,500 |
| St Michael Catholic School (Houston) | ||||||
| 1833 Sage Road | Houston | TX | 77056 | PC | Spirit of St. Michael Annual Fund | $15,000 |
| St Michael's Catholic Academy | ||||||
| 3000 Barton Creek Blvd | Austin | TX | 78735 | PC | Hub for Advanced Learning Opportunities - HALO Project | $5,000 |
| St Peter Catholic Student Center at Baylor University | ||||||
| 1415 S 9th Street | Waco | TX | 76706 | PC | Impacting Disciples FOCUS Missionaries | $5,000 |
| St Thomas High School | ||||||
| 4500 Memorial Dr | Houston | TX | 77007 | PC | Capital Campaign | $300,000 |
| Star of Hope Mission | ||||||
| 4848 Loop Central Dr Ste 500 | Houston | TX | 77081 | PC | New Pathways Program | $5,000 |
| Stoney Creek Foundation | ||||||
| 510 Bering Drive Suite 150 | Houston | TX | 77057 | PC | Funding for Urban Initiative Summer Program | $7,500 |
| Strake Jesuit College Preparatory | ||||||
| 8900 Bellaire Blvd | Houston | TX | 77036 | PC | In All Things - Capital Campaign | $100,000 |
| Summerhouse | ||||||
| 1424 Waseca Street | Houston | TX | 77055 | PC | Building Hope/Capital Campaign | $10,000 |
| Sunshine Kids | ||||||
| 2814 Virginia Street | Houston | TX | 77098 | PC | Sunshine Kids Local Activities Program | $4,000 |
| Tax Foundation | ||||||
| 1325 G Street NW Suite 950 | Washington | DC | 20005 | PC | Improving Lives Through Smarter Tax Policy Produce Timely of New Tax Proposals and Promoting Growth and Opportunity in the States | $5,000 |
| Teach for America | ||||||
| 2 Greenway Plaza Suite 500 | Houston | TX | 77046 | PC | Corps Member Recruitment, Training, On-going Support, and Alumni Development | $5,000 |
| Teen & Family Services | ||||||
| 9337 Katy Frwy Ste B PMB 314 | Houston | TX | 77024 | PC | Expansion of School Based APG Programming in the Urban Core | $2,000 |
| Texas Archeological Society | ||||||
| 601 University DrDepartment of Anth | San Marcos | TX | 786664616 | PC | Archeological Field School | $5,000 |
| Texas Christian University | ||||||
| TCU Box 297080 | Fort Worth | TX | 76129 | PC | Scholarship Support | $25,000 |
| Texas Public Policy Foundation | ||||||
| 901 Congress Ave | Austin | TX | 78701 | PC | Hispanic Outreach and Right on Immigration | $25,000 |
| Texas State Aquarium Association | ||||||
| 2710 North Shoreline Boulevard | Corpus Christi | TX | 78402 | PC | Animal Care Program | $6,000 |
| Texas State Historical Association | ||||||
| PO Box 5428 | Austin | TX | 78763 | PC | 2019 San Jacinto Symposium Women and the Texas Revolution | $10,000 |
| Texas State History Museum Foundation | ||||||
| 1800 Congress Ave | Austin | TX | 78701 | PC | 2019 Texas Independence Day Dinner | $15,000 |
| Texas Values | ||||||
| 900 Congress AvenueSuite L-115 | Austin | TX | 78701 | PC | 2019-2020 Texas Legislative Guide | $6,000 |
| The American Conservative | ||||||
| 910 17th Street NW Suite 312 | Washington | DC | 20006 | PC | The Future of Faith Initiative | $5,000 |
| The Beacon | ||||||
| 1117 Texas Avenue | Houston | TX | 77002 | PC | The Beacon Day Center Restoring Hope to Houstons Homeless | $4,000 |
| The Bryan Museum | ||||||
| 1315 21st Street | Galveston | TX | 77550 | PC | Education Programming and Outreach | $15,000 |
| The Council on Recovery | ||||||
| PO Box 2768 | Houston | TX | 77252 | PC | Center for Recovering Families | $7,000 |
| The George W Bush Childhood Home | ||||||
| P O Box 8586 | Midland | TX | 79708 | PC | General Operating Funds | $6,000 |
| The Jesse Helms Center Foundation | ||||||
| PO Box 247 | Wingate | NC | 28174 | PC | Free Enterprise Program Initiative | $5,000 |
| TIRRInstitute for Rehabilitation & Research Foundation | ||||||
| 4605 Post Oak PlaceSuite 222 | Houston | TX | 77027 | PC | Mission Connect | $2,000 |
| Todays Harbor for Children | ||||||
| 514 Bayridge Road | La Porte | TX | 77571 | PC | Residential Program at Todays Harbor for Children | $5,000 |
| Trees for Houston | ||||||
| PO Box 270477 | Houston | TX | 77277 | PC | Trees For Houston | $5,000 |
| United Way of Greater Houston | ||||||
| 50 Waugh Drive | Houston | TX | 77007 | PC | Annual Campaign Supporting the Mission and Work of United Way of Greater Houston | $2,500 |
| University Catholic Center | ||||||
| 2010 University Ave | Austin | TX | 78705 | PC | Pledge Approved 45,000 over 3 years. - Operating Support - Unrestricted | $15,000 |
| University of Dallas | ||||||
| 1845 E Northgate Drive | Irving | TX | 75062 | PC | Strake Foundation Scholarships for Texas Students | $5,000 |
| University of St Thomas | ||||||
| 3800 Montrose Blvd | Houston | TX | 77006 | PC | Faithful Citizenship Dinner | $10,000 |
| University of St Thomas | ||||||
| 3800 Montrose Blvd | Houston | TX | 77006 | PC | Carnival Scholarship Gala | $10,000 |
| University of St Thomas | ||||||
| 3800 Montrose Blvd | Houston | TX | 77006 | PC | Center for Thomistic Studies | $50,000 |
| Urban Harvest | ||||||
| 3302 Canal St Suite 73 | Houston | TX | 77003 | PC | General operations of our programs Community Gardens, Youth Education, Gardening Classes and Farmers Markets | $5,000 |
| Vita Living Inc | ||||||
| 3300 S Gessner Ste 150 | Houston | TX | 77063 | PC | Vita Livings General Operations | $5,000 |
| Volunteer Interfaith Caregivers Southwest | ||||||
| 5001 Bellaire Blvd | Bellaire | TX | 77401 | PC | Expansion of Free Transportation Program | $5,000 |
| Washington Legal Foundation | ||||||
| 2009 Massachusetts Avenue NW | Washington | DC | 20036 | PC | 2019 General Operating Support | $5,000 |
| Wellsprings Village Inc | ||||||
| PO Box 311017 | Houston | TX | 77231 | PC | Comprehensive Case Management and Supportive Services | $5,000 |
| West Side Helping Hand | ||||||
| PO Box 5431 | Corpus Christi | TX | 78465 | PC | WSHH Youth Outreach and Education Programs | $5,000 |
| Western Academy | ||||||
| 1511 Butlercrest St | Houston | TX | 77080 | PC | Western Academy Scholarship | $20,000 |
| Wildlife Habitat Federation | ||||||
| 2525 Nantucket Dr Unit 6 | Houston | TX | 770574829 | PC | Operating Support | $4,000 |
| Women's Fund for Health Education & Research | ||||||
| 5433 Westheimer Suite 924 | Houston | TX | 77056 | PC | Health Education Programs for Girls and Women | $5,000 |
| Wonders & Worries Inc | ||||||
| 9101 Burnet Road Suite 205 | Austin | TX | 78758 | PC | Coping Support Services for Underserved Children Facing a Serious Parental Illness Austin and Capital Campaign Houston | $5,000 |
| Xavier Society for the Blind (XSB) | ||||||
| 248 West 35 St Ste 1502 | New York | NY | 10001 | PC | Production of Mass Propers in braille | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,262,600 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Presbyterian School | ||||||
| 5300 Main Street | Houston | TX | 77004 | PC | Capital Campaign | $50,000 |
| Avondale House | ||||||
| 3737 OMeara Drive | Houston | TX | 77025 | PC | Capital Campaign | $5,000 |
| Big Brothers Big Sisters Houston | ||||||
| 1003 Washington Ave | Houston | TX | 77002 | PC | Capital Campaign | $10,000 |
| Our Lady of Walsingham Cath Church | ||||||
| 7809 Shadyvilla Lane | Houston | TX | 77055 | PC | Capital Campaign | $10,000 |
| University Catholic Center | ||||||
| 2010 University Ave | Austin | TX | 75062 | PC | Capital Campaign | $30,000 |
| Incarnate Word Academy - Houston | ||||||
| 609 Crawford Street | Houston | TX | 77002 | PC | Capital Campaign | $300,000 |
| Texas Christian University | ||||||
| TCU Box 297080 | Forth Worth | TX | 76129 | PC | Capital Campaign | $50,000 |
| St Agnes Academy - Houston | ||||||
| 9000 Bellaire Blvd | Houston | TX | 77036 | PC | Capital Campaign | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $655,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $360 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,480,981 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,215,788 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionAmt |
|---|---|
| PARTNERSHIP INCOME | -$1,564,821 |
| OIL GAS ROYALTIES | $238 |
| OTHER INVESTMENT INCOME | $5,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,137,546 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,137,546 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional Services - Audit Tax | CategoryTxt |
| Amt | $17,706 | Amt |
| Net Investment Income | $9,012 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,694 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | EQUIPMENT | PropertyDesc |
| Acquired | 2014-01-01 | AcquiredDt |
| Cost Or Other Basis | $37,958 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $36,239 | PriorYearDepreciationAmt |
| Computation Method | STRAIGHT LINE | ComputationMethodTxt |
| Current Year Expense | $689 | CurrentYearExpenseAmt |
| Net Investment Income | $689 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HELD AT FIDELITY | $2,974,305 | $25,991,349 |
| HELD AT UBS | $16,100,816 | $22,983,443 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKSTONE MINERALS CO, LP | FMV | $8,294,267 | $8,294,267 |
| BELRIDGE ENERGY ADVISORS LP | FMV | $99,224 | $99,224 |
| SALIENT FUNDS ENDOWMENT PMF TEI | FMV | $118,399 | $118,399 |
| SALIENT NATURAL RESOURCE FUND, L.P. | FMV | $912,107 | $912,107 |
| NAVITAS FUND, L.P. | FMV | $138,435 | $138,435 |
| PELICAN ENERGY PARTNERS, LP | FMV | $241,908 | $241,908 |
| ZARVONA FUND II-B LP | FMV | $420,730 | $420,730 |
| SPQR ENERGY LP | FMV | $15,129 | $15,129 |
| TEXAS REEXPLORATION LTD. 06 | FMV | $1,617 | $1,617 |
| HIGHCREST CAPITAL | FMV | $300,000 | $300,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $37,958 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $36,928 | AccumulatedDepreciationAmt |
| Book Value | $1,030 | BookValueAmt |
| EOYFMV | $1,030 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $42,827 | BOYBookValueAmt |
| EOY Book Value | $45,984 | EOYBookValueAmt |
| EOYFMV | $45,984 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX | Desc |
| Amt | $92,561 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $26,787 | $16,876 | $9,911 |
| MEALS ENTERTAINMENT | $2,698 | $1,700 | $998 |
| TELEPHONE | $6,196 | $3,903 | $2,293 |
| OFFICE ADMIN SERVICES | $6,362 | $4,008 | $2,354 |
| COMPUTER OPERATIONS | $8,278 | $5,216 | $3,062 |
| COMMUNICATIONS | $1,138 | $717 | $421 |
| BOND PREMIUM INTEREST | $47,868 | $30,158 | $17,710 |
| DUES SUBSCRIPTIONS | $1,724 | $1,083 | $641 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | -$1,564,821 | -$1,564,821 |
| OIL GAS ROYALTIES | $238 | $238 |
| OTHER INVESTMENT INCOME | $5,000 | $5,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON TAXABLE GAIN ON STOCK TRANSFER | Desc |
| Amt | $479,861 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSE | CategoryTxt |
| Amt | $138,485 | Amt |
| Net Investment Income | $138,485 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| STATE AND PROPERTY TAXES | $368 | $368 |
| FOREIGN TAXES | $9,089 | $9,089 |