2018-11-13T09:17:34-08:00 2017-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 770275132 990PF 2017-01-01 746047440 Nelda C and HJ Lutcher Stark Foundation NELD 4098833513 601 Green Ave Orange TX 77630 Clyde V McKee III President & CEO 2018-11-13 true Jody Blazek P00072674 7134395739 X 2017 2019-02-21 02:37:17Z X 635092584 X 63887 26879 26879 26879 9884042 9518575 9518575 2845717 83140942 2826792 1452255 489 79748 93716 -13968 -13968 742431 592238 742431 13548988 12964484 11726661 1174343 178572 178572 995771 4456561 118457 4338104 2240082 111949 129717 2110365 48030 48030 43712 21237 21237 22475 1524268 1442379 1442379 81889 272651 52387 52387 20000 3052928 31109 31109 538159 3022 3022 535137 33674 810 810 32864 15168 15168 2784301 212562 212562 2571739 16183877 2054027 2190252 10771542 794947 794947 16978824 2054027 2190252 11566489 -3429836 10910457 9536409 5750 1150 1150 4386172 9289516 9285666 66395 10157 10157 47451 126986 126986 13267484 191688665 210538131 248171261 95718349 81634893 81436851 2365308 198593 2795065 2166715 7351012 16129589 16037658 17087925 87280946 35753110 50487935 51527836 86621576 43066291 43074442 185000000 417659146 414407484 635092584 3474 181158 3474 181158 X 417655672 414226326 417655672 414226326 417659146 414407484 417655672 -3429836 490 414226326 414226326 Publicly traded securities 82505256 79665618 2839638 2839638 Passthrough K-1 capital gain 268 268 268 Gain on insurance proceeds recovery P 2016-01-01 2017-01-01 26988 14998 11990 11990 Sale of Land held for investment P 2015-01-01 2017-06-07 547878 608279 -60401 -60401 Securities litigation proceeds 30420 30420 30420 Scrap sales of non-charitable use assets P 2015-01-01 2017-01-01 685 685 685 Sale of Foster Creek OGM Minerals P 2015-01-01 2017-01-01 4192 4192 4192 2826792 1452255 false 18022085 320218611 0.05628 19863620 335174454 0.05926 17599589 354078263 0.04971 16690489 366746031 0.04551 17020580 348090103 0.04890 0.259657 0.051931 337242076 17513318 109105 17622423 15668683 218209 218209 218209 200368 90000 290368 X 72159 72159 false false false false false false false false true true TX true true false false false true www.starkfoundation.org Clyde V McKee III 4098833513 601 W Green Orange TX 776305718 false false false false true false false false false false false false false false false false false true false false false false false false false false Laurence R David 601 Green Ave Orange TX 776305718 Ch(to Mar)/Dir 5.00 15000 R Frederick Gregory MD 601 Green Ave Orange TX 776305718 VCh(to Mar)/Dir 5.00 15000 Rob Clark 601 Green Ave Orange TX 776305718 VCh(fr Mar)/Dir 5.00 15000 James Dunaway 601 Green Ave Orange TX 776305718 Director 5.00 2500 Al Granger 601 Green Ave Orange TX 776305718 Director 5.00 15000 Deborah Hughes 601 Green Ave Orange TX 776305718 Director 5.00 15000 David Jones 601 Green Ave Orange TX 776305718 Director 5.00 12500 Dr Stephen Patterson 601 Green Ave Orange TX 776305718 Director 5.00 12500 Ruby J Wimberley 601 Green Ave Orange TX 776305718 Director 5.00 15000 Phyllis Woodford 601 Green Ave Orange TX 776305718 Secretary 40.00 89342 18304 W G Riedel III 601 Green Ave Orange TX 776305718 Ch(fr Mar)/Dir 5.00 114309 2217 Clyde V McKee III 601 Green Ave Orange TX 776305718 CEO(fr Mar)/Dir 40.00 287734 96479 Elizabeth Turley 601 Green Ave Orange TX 776305718 VP/GC(to Oct) 40.00 411645 24076 Jennifer L Staton 601 Green Ave Orange TX 776305718 CFO/Treas/Dir 40.00 153813 6807 Franklin Harris 601 Green Ave Orange TX 776305718 Cf Ppty Ofcr 40.00 143971 84 Jennifer Barroeta 601 Green Ave Orange TX 776305718 HR Manager 40.00 134611 13058 Rick Lewandowski 601 Green Ave Orange TX 776305718 ShangriLa Dir 40.00 127562 25825 Katrina Nelson Thomas 601 Green Ave Orange TX 776305718 A&H Dir 40.00 118372 18484 Michael K Brister 601 Green Ave Orange TX 776305718 IT Manager 40.00 97910 16503 40 Spawglass Construction Corporation 13800 West Rd Houston TX 77041 Bldg construction 1674575 UBS 1285 Avenue of the Americas New York NY 10019 Investment Mgmt 1423374 Honeywell Building Solutions 1985 Douglas Drive North Golden Valley MN 55422 Bldg Maint/Construct 929003 Restored services Group LLC 805 S Memorial Frwy Nederland TX 77627 Bldg Remediation 1508162 Stark Museum of Art - Schedule Attached 5691296 W. H. Stark House - Schedule Attached 885507 Lutcher Theater - Schedule Attached 2119006 Shangri La Botanical Gardens and Nature Center - Schedule Attached 5903625 332409348 2751262 7217132 342377742 0 342377742 5135666 337242076 16862104 X 11566489 4102194 15668683 15668683 2011-10-17 X 9536409 6903233 10662017 13659771 40761430 8105948 5867748 9062714 11610805 34647215 15668683 18090856 19970260 17905470 71635269 794947 597105 541536 908542 2842130 14873736 17493751 19428724 16996928 68793139 11241403 10673954 11172482 11802609 44890448 X Bridge City ISD 1035 West Roundbunch Bridge City TX 77611 N/A GOV To support academic UIL competition 5000 City of Orange PO Box 520 Orange TX 77631 N/A GOV To purchase CPR manikins and associated equipment 5000 Julie Rogers Gift of Life Program 148 S Dowlen Road Beaumont TX 77707 N/A PC To provide cancer screening for indigent individuals 25000 Lamar State College - Orange 418 Green Avenue Orange TX 77630 N/A GOV To fund a Stark scholarship program administered by Lamar State College - Orange 75000 Little Cypress - Mauriceville CISD 7327 Hwy 87 North Orange TX 77632 N/A GOV To support academic UIL competition 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 30000 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 138700 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 20000 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 Little Cypress-Mauriceville CISD 7327 Hwy 87 North Orange TX 77632 N/A GOV To replace supplies lost in classrooms due to flooding caused by Hurricane Harvey 25000 Orangefield ISD PO Box 228 Orangefield TX 77639 N/A GOV To replace supplies lost in classrooms due to flooding caused by Hurricane Harvey 25000 Vidor ISD 120 E Bolivar Vidor TX 77662 N/A GOV To replace supplies lost in classrooms due to flooding caused by Hurricane Harvey 25000 West Orange - Cove CISD PO Box 1107 Orange TX 77631 N/A GOV To replace supplies lost in classrooms due to flooding caused by Hurricane Harvey 25000 City of Orange PO Box 520 Orange TX 77631 N/A GOV To demolish sevensubstandard structures 35300 Conner Alexander P O Box 7758 UT Station Austin TX 78713 None I Scholarship 5347 Kristen Blanke PO Box 30016 College Station TX 77842 None I Scholarship 1500 Bree Cloud PO Box 2328 Huntsville TX 77341 None I Scholarship 4600 Kassie Daniels PO Box 10183 Beaumont TX 77710 None I Scholarship 1500 Jared Dupree PO Box 7758 UT Station Austin TX 78713 None I Scholarship 1500 Avery Harris PO Box 30016 College Station TX 77842 None I Scholarship 2000 Seth Hartman PO Box 7758 UT Station Austin TX 78713 None I Scholarship 1500 Scarlett Neely PO Box 7758 UT Station Austin TX 78713 None I Scholarship 1500 Hannah Odom 418 Green Avenue Orange TX 77630 None I Scholarship 4500 Kaylee Patillo 125 Thomas Boyd Hall Baton Rouge LA 70803 None I Scholarship 3000 Sydney Smith PO Box 7758 UT Station Austin TX 78713 None I Scholarship 1500 794947 Scholarship Awards PO Drawer 909 Orange TX 77631 None I Scholarships 98119 Orange Co Comm Partners for Childre 4446 Gilbert Dr Orange TX 77632 N/A PC Funds to stock Rainbow Room 5000 Southeast Texas Food Bank Inc 3845 S Martin Luther King Jr Parkwa Beaumont TX 77705 N/A PC Funds to stock food supplies 15000 Texas Interscholastic League Founda P O Box 8028 University Station Austin TX 78712 N/A SO III FI Scholarship program 152000 The University of Texas at Austin PO Box 7458 Austion TX 78713 N/A GOV Fund operations for four years for the Stark Center for Physical Culture & Sports 1200000 1470119 Admissions - Shangri La 56373 Admissions - Stark House 7770 Admissions - Stark Museum 455 Exhibit/Reproduction Fees 59918 Memberships 16512 Special programs 9165 14 26879 14 9884042 18 2841525 4192 -13968 Foreign tax refund 1 5149 K-1 income 14 97274 Oil & gas royalties 15 483090 Refunds/ins proceeds 1 6725 13344684 140417 13485101 1a & f A fee was charged for admission to the Shangri La Botanical Gardens and Nature Center until mid-July, 2017. Since then, admissions have been free and open to the public. Special program revenue results from fees charged for Ecofest. These activities contribute importantly to the accomplishment of the Foundation's exempt purpose by helping to teach environmental awareness and stewardship to the public. 1b An admission fee was charged for a guided tour of the W.H. Stark House ("House") until mid-July, 2017. Since then, admissions have been free and open to the public. The House is a recorded as a Texas Historic Landmark and is entered in the National Register of Historic Places. This activity contributes importantly to the accomplishment of the Foundation's exempt educational purpose by preserving the House and its contents and presenting them for viewing to enhance appreciation, interest, and education in the art forms of fine crystal, silver, ceramics, weavings, furniture, and other cultural objects primarily of the late 19th century and early 20th century. 1c & d A fee was charged for admission to the Stark Museum of Art ("Museum") until mid-July, 2017. Since then, the Museum has been free and open to the public. The Museum sells printed reproductions of items in the art collection and materials related to the collection. From time to time, the Museum loans artwork to qualified art institutions. This generates revenues and fees associated with the loaned item(s). Photographs and color transparencies 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 them for public viewing. 1e The Stark Cultural Venues ("SCV") membership program formally tied together the Shangri La Botanical Gardens and Nature Center, the Stark Museum of Art, and the W.H. Stark House into one combined membership. That activity contributed importantly to the accomplishment of the Foundation's exempt educational purpose by stimulating and enhancing the publics awareness of and appreciation for the varied educational programming offered by the SCV. Since mid-July, 2017, the paid membership program has been restructured to be a free "Friends of the Stark Cultural Venues" in an effort to be more inclusive and welcoming. Members receive a monthly newsletter informing them of upcoming Stark Cultural Venues' events. 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 Garden Store sold items directly related to the gardens and items related to environmental stewardship. The Garden Store was permanently closed in mid-July, 2017. The Shangri La Caf offers a variety of sandwiches, salads, and drinks for the convenience 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 Stark Cultural Venues. false false false false false false false false false false X X 1 E I DuPont Company 2739 FM 1006 Orange TX 77630 13000 X 2 Orange County Nvgtn Port District 1201 Childers Rd Orange TX 77630 8000 X 3 Invista SARL PO Box 5003 Wichita KS 672015003 8000 X 4 Chevron Phillips 5309 FM 1006 Orange TX 77630 10000 X 5 Don Russell 7401 Beacon Hill Rd McKinney TX 75070 6300 X 5 21 photographs of "Cowboy's of Color" 6300 2017-03-06 Independent audit/tax services 43712 21237 21237 22475 Charitable property like-kind exchange 2016-01 Purchase 2017-01 NA 25255 6330 Cost 18925 300429 shs AQR Managed Futures Strat Fd 2800000 2772961 696209 shs AQR Style Premia Alt Fd 6916502 7233612 1790417 shs Double Line Total Return Fd 19579365 19032136 1631175 shs Doubleline Core Fixed Inc Fd 17827468 17893993 492380 shs Pimco All Asset All Auth Fd P 9738311 10049732 1536668 shs TCW T/R Bond Fd 15774235 15259114 41400 shs Ishares IBOXX $ Invt Grade ETF 4999012 5032584 238415 shs Nuveen High Yield MBF 4000000 4162719 2267036 shs Chiron Capital Allocation Fd 23852587 28020566 437947 shs FPA Crescent Fund 13993256 15192370 297389 shs Gateway Fund Class Y 8850020 9950649 956882 shs Gotham Enhanced Return Fund 11135161 14114005 558516 shs Gotham Neutral Fund 5582484 5858834 358300 shs Ishares Intl Select Divid ETF 10683837 12106957 133757 shs Ishares S&P 100 ETF 12530976 15868930 99300 shs Ishares S&P 500 Value ETF 9351992 11344032 644843 shs Oakmark Global Select Fund 10394363 12445475 141468 shs Vanguard Divid Appr ETF 9519160 14433980 573409 shs Vanguard FTSE All World EX-US 27587245 31376941 162539 shs Vanguard FTSE Emerging Mkts 6085637 7462165 155051 shs Vanguard High Div Yield ETF 10499712 13277017 179200 shs Vanguard FTSE EUR ETF 9025681 10599680 232000 shs Vanguard FTSE Develop MKT 8962160 10407520 159700 shs Wisdomtree Emerging Mkt ETF 6104369 7242395 606060 shs Advisory Research MLP & Energ 6000000 5266667 181110 shs Matthews Intl Pacific Tig Fd 5039974 5733944 850080 shs Leuthold Core Investment Fd 15339517 17469134 Machinery and Equipment 2048 2048 Buildings 548921 196545 352376 387300 Land 1814339 1814339 6963712 Grosvenor Institutional Partners AT COST 16037658 17087925 Machinery and Equipment 7711984 6667462 1044522 4418296 Buildings 72860432 29085648 43774784 75494750 Land 6708530 6708530 6708530 Routine legal work 48030 0 0 48030 Objects of Art 43066291 43074442 185000000 Advertising 191772 191772 Auto/truck/tractor/carts 27934 27934 HR & payroll charges 109975 503 503 109472 Insurance 712525 14453 14453 698072 K-1 expenses 189476 189476 189476 Materials/repairs 791498 2021 2021 789477 Office supplies and expenses 279451 6109 6109 273342 Other expenses 31713 31713 Program materials & services 449957 449957 Admissions - Shangri La 56373 56373 Admissions - Stark House 7770 7770 Admissions - Stark Museum 455 455 Exhibit/Reproduction Fees 59918 59918 Foreign tax refund 5149 5149 5149 K-1 income 97274 97274 97274 Memberships 16512 16512 Oil & gas royalties 483090 483090 483090 Refunds/ins proceeds 6725 6725 6725 Special programs 9165 9165 Returned Scholarships 490 Appraisal and other consulting 16015 0 0 16015 Contracting & landscape services 25273 4400 4400 20873 Historical research 33501 0 0 33501 Insurance appraisal services 11500 0 0 11500 Investment management 1423374 1423374 1423374 0 Oil & gas consulting 14605 14605 14605 0 Garden and Museum Stores 79748 93716 -13968 Ad valorem taxes 52387 52387 52387 Federal excise tax 220264 20000