2025-10-29T10:27:25-05:00 2024-12-31 420714325 RSM US LLP 201 FIRST ST SE STE 800 CEDAR RAPIDS IA 524011425 990PF 2024-01-01 901548640 THE CHARLES BUTT FOUNDATION CHAR 2104629991 200 E BASSE RD STE 201 SAN ANTONIO TX 782094490 GEORGINA PODJENSKI DIRECTOR 2104629991 2025-10-27 1 0 SHAWNA HULS P01315330 3192985333 2025-10-27 2024 2025-03-06 01:10:19Z X 2522749 X 18058190 16251 16251 16251 -599851 997840 0 0 17474590 16251 16251 455309 0 0 455309 3012996 0 0 3012996 955816 0 0 955816 20795 0 0 20795 18375 0 0 18375 2466297 0 0 2466297 3500 0 0 0 153777 0 0 539651 0 0 539651 976336 0 0 976336 638550 0 0 638550 9241402 0 0 9084125 7135477 7135477 16376879 0 0 16219602 1097711 16251 16251 849659 1489351 1489351 241843 1000549 1000549 300000 0 0 48183 15334 33044 32849 32849 1424546 2522749 2522749 14806 15298 14806 15298 X 0 0 0 0 1409740 2507451 1409740 2507451 1424546 2522749 1409740 1097711 0 2507451 0 2507451 PUBLICLY TRADED SECURITIES - ST 997840 997691 149 149 BOOKMARKED INVESTMENT WRITE-OFF P 600000 -600000 -600000 -599851 -599851 226 0 226 0 226 1800 0 0 0 1800 0 1574 1574 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 1 0 0 0 1 CHARLESBUTTFDN.ORG AMANDA SIERRA 2104629991 200 E BASSE RD STE 201 SAN ANTONIO TX 782094490 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 CHARLES C BUTT - SEE STMT 14 PO BOX 90389 SAN ANTONIO TX 78209 CHAIRMAN, DIRECTOR, MEMBER 0.50 0 0 0 CHARLES H CLINES - SEE STMT 14 PO BOX 90389 SAN ANTONIO TX 78209 CEO (UNTIL 01/24), TREASURER, DIRECTOR 5.00 0 0 0 ELIZABETH LORENZ PO BOX 90389 SAN ANTONIO TX 78209 SECRETARY, DIRECTOR (UNTIL 08/24) 1.00 0 0 0 SHARI ALBRIGHT PO BOX 90389 SAN ANTONIO TX 78209 PRESIDENT, DIRECTOR (UNTIL 03/24) 40.00 440821 48314 0 CHRISTY BANAZEK PO BOX 90389 SAN ANTONIO TX 78209 CEO OF BOARD (EFF. 01/24) 5.00 0 0 0 GEORGINA PODJENSKI PO BOX 90389 SAN ANTONIO TX 78209 DIRECTOR 5.00 0 0 0 SARAH ELIZONDO PO BOX 90389 SAN ANTONIO TX 78209 DIRECTOR 5.00 0 0 0 SCOTT MITCHELL PO BOX 90389 SAN ANTONIO TX 78209 DIRECTOR (UNTIL 03/24) 5.00 0 0 0 PETRI DARBY PO BOX 90389 SAN ANTONIO TX 78209 VP BRAND, CREATIVE & 40.00 220109 90458 1200 TIMOTHY MILLER PO BOX 90389 SAN ANTONIO TX 78209 DIRECTOR OF LEADERSH 40.00 221646 79548 1200 AUDREY BOKLAGE PO BOX 90389 SAN ANTONIO TX 78209 VP, LEARNING & IMPAC 40.00 150233 83569 1200 BRION OAKS PO BOX 90389 SAN ANTONIO TX 78209 DIRECTOR OF DIVERSIT 40.00 156823 55420 1200 THEA ULRICH-LEWIS PO BOX 90389 SAN ANTONIO TX 78209 VP PROGRAMS 40.00 140631 49657 1200 20 BOSTON CONSULTING GROUP 2501 N HARWOOD STE 2200 DALLAS TX 75201 CONSULTING 665000 CA GROUP CONSULTING 801 BARTON SPRINGS RD AUSTIN TX 78704 CONSULTING 558500 AMERICAN INSTITUTES FOR RESEARCH PO BOX 3274 MCKINNEY TX 75070 PROGRAM EVALUATION 295203 WESTED 3020 OLD RANCH PARKWAY STE 220 SEAL BEACH CA 90740 CONSULTING 255333 LANGER RESEARCH ASSOCIATES 29 FAIR ST 1724 CARMEL NY 10512 CONSULTING 144109 2 RAISING TEXAS TEACHERS - A STATEWIDE INITIATIVE AIMED AT ENSURING EVERY STUDENT IN TEXAS HAS ACCESS TO AN EFFECTIVE TEACHER BY ELEVATING THE STATUS OF THE TEACHING PROFESSION, IMPROVING TEACHER PREPARATION, AND PROVIDING SCHOLARSHIPS TO ASPIRING TEACHERS. 5232486 BLENDED LEARNING PROGRAM - AN INITIATIVE SHOWCASING BLENDED LEARNING STRATEGIES FOR IMPROVING STUDENT ACHIEVEMENT ACROSS DIVERSE STUDENT DEMOGRAPHICS AND GEOGRAPHIC REGIONS IN TEXAS, PARTICULARLY AMONG DISTRICTS WITH PERSISTENT ACHIEVEMENT GAPS. THROUGH A STATEWIDE COMPETITIVE APPLICATION PROCESS, TWENTY SCHOOL DISTRICT TEAMS HAVE BEEN SELECTED TO RECEIVE UP TO $300,000 TO IMPLEMENT A BLENDED LEARNING PROGRAM. ADDITIONALLY, THE FOUNDATION WILL PROVIDE INTENSIVE TECHNICAL ASSISTANCE OVER THREE YEARS TO HELP IMPLEMENT THE BLENDED LEARNING PLANS. 358349 LEARNING AND IMPACT - CONDUCTS ONGOING RESEARCH INITIATIVES, STRATEGY DEVELOPMENT ACROSS PROGRAMS, EVALUATION DESIGN AND MONITORING OF PROGRAMS. THIS INCLUDES CONDUCTING AND INTERPRETING PUBLIC OPINION POLLING DATA REGARDING EDUCATION IN TEXAS AND THE TEACHING PROFESSION. 290074 RAISING SCHOOL LEADERS - A THREE-PRONGED PROGRAM THAT DEVELOPS SCHOOL-BASED LEADERS FROM ACROSS THE STATE OF TEXAS. EACH SUMMER IS SENDS A COHORT OF SCHOOL LEADERS TO AN INTENSE LEADERSHIP DEVELOPMENT PROGRAM AT HARVARD UNIVERSITY IN CAMBRIDGE, MA, ACCOMPANIED AND FACILITATED BY STAFF FROM THE FOUNDATION, WHICH IS THEN MAINTAINED AS A LEARNING COMMUNITY VIRTUALLY FOR THE FOLLOWING ACADEMIC YEAR. IT IS SUPPORTED BY A STATEWIDE LEARNING INTENSIVE CALLED THE LEADERSHIP SYMPOSIUM WHICH BRINGS TOGETHER SCHOOL AND DISTRICT LEADERS STATEWIDE FOR A 3-DAY CONFERENCE OF NEW LEARNING, NETWORKING, AND INNOVATION IN EDUCATION. ADDITIONALLY, IT SUPPORTS ONGOING CONNECTION AND NETWORKING BOTH DIGITALLY AND IN-PERSON THROUGH ALUMNI DEVELOPMENT ACTIVITIES THROUGHOUT THE YEAR FOR THOSE PARTICIPATING IN THE HARVARD PROGRAM. 274816 0 0 1551376 197260 1748636 0 0 1748636 26230 1722406 86120 X 16219602 0 16219602 X 16251 128285 3669 5204 153409 13813 109042 3119 4423 130398 16219602 17723341 20421725 22897490 77262158 2885000 1542000 2672000 9022097 16121097 13334602 16181341 17749725 13875393 61141061 0 0 57413 152183 68706 80052 358354 0 0 0 0 CHARLES C BUTT - SEE STMT 14 X ALAMO COLLEGES FOUNDATION INC 2222 NORTH ALAMO STREET SAN ANTONIO TX 78215 N/A PC ALAMOPROMISE: PARTNERING TO END POVERTY 300000 CITY EDUCATION PARTNERS 155 CONCORD PLAZA DR STE 301 SAN ANTONIO TX 78216 N/A PC TEACH SA 75000 CLEBURNE ISD 505 NORTH RIDGEWAY DRIVE CLEBURNE TX 76033 N/A GOV TEXAS TEACHERS COLLABORATIVE GRANT 50000 EDITORIAL PROJECTS IN EDUCATION EDUCATION WEEK 6935 ARLINGTON ROAD BETHESDA MD 208145233 N/A PC GENERAL SUPPORT 100000 EDUCATION SERVICE CENTER REGION 13 5701 SPRINGDALE ROAD AUSTIN TX 78723 N/A GOV RAISING BLENDED LEARNERS 100000 EDUCATION SERVICE CENTER REGION 20 1314 HINES AVENUE SAN ANTONIO TX 78208 N/A GOV RAISING BLENDED LEARNERS 100000 EDUCATION SERVICE CENTER REGION 20 1314 HINES AVENUE SAN ANTONIO TX 78208 N/A GOV RAISING BLENDED LEARNERS 100000 EDUCATION SERVICE CENTER REGION 4 7145 WEST TIDWELL ROAD HOUSTON TX 77092 N/A GOV RAISING BLENDED LEARNERS 100000 EDUCATION SERVICE CENTER REGION 7 1909 NORTH LONGVIEW STREET KILGORE TX 75662 N/A GOV RAISING BLENDED LEARNERS 25000 FLORESVILLE ISD 1200 5TH ST FLORESVILLE TX 78114 N/A GOV TEXAS TEACHERS COLLABORATIVE GRANT 72500 HOLDSWORTH CENTER 4907 RANCH ROAD 2222 AUSTIN TX 78731 N/A PC CHAMPIONS OF HOPE 10000 KERRVILLE ISD 1009 BARNETT ST KERRVILLE TX 78028 N/A GOV TEXAS TEACHERS COLLABORATIVE GRANT 72500 MEADOWS MENTAL HEALTH POLICY INSTITUTE PO BOX 140836 DALLAS TX 75214 N/A PC ELEVATE BEXAR COUNTY/DATA CONNECTION 250000 MORGAN MILL ISD 295 E FM 1188 STEPHENVILLE TX 76401 N/A GOV TEXAS TEACHERS COLLABORATIVE GRANT 35000 OUR LADY OF THE LAKE UNIVERSITY 411 SOUTHWEST 24TH ST SAN ANTONIO TX 78207 N/A PC SCHOLARSHIPS SUPPORT 9800 OUR LADY OF THE LAKE UNIVERSITY 411 SOUTHWEST 24TH ST SAN ANTONIO TX 78207 N/A PC SCHOLARSHIPS 196000 PHILANTHROPY ADVOCATES WACO FOUNDATION 1224 AUSTIN AVE STE 100 WACO TX 76701 N/A PC RESEARCH & GENERAL SUPPORT 30000 PLEASANTON ISD 831 STADIUM DRIVE PLEASANTON TX 78064 N/A GOV TEXAS TEACHERS COLLABORATIVE GRANT 50000 POTH ISD 510 TITCOMB POTH TX 78147 N/A GOV TEXAS TEACHERS COLLABORATIVE GRANT 72500 RICE UNIVERSITY PO BOX 1892 MS-550 HOUSTON TX 77251 N/A PC SCHOLARSHIPS 68000 RICE UNIVERSITY PO BOX 1892 MS-550 HOUSTON TX 77251 N/A PC SCHOLARSHIPS SUPPORT 3400 SA TALENT 112 E PECAN ST STE 2635 SAN ANTONIO TX 78205 N/A PC SA WORKS 300000 SA TALENT 112 E PECAN ST STE 2635 SAN ANTONIO TX 78205 N/A PC SA/BEXAR DIGITAL EQUITY PLAN 100000 SAISD EDUCATION FOUNDATION 2411 SAN PEDRO AVENUE SAN ANTONIO TX 78212 N/A PC NATIONAL BOARD TEACHER RETENTION 150000 SAISD EDUCATION FOUNDATION 2411 SAN PEDRO AVENUE SAN ANTONIO TX 78212 N/A PC NATIONAL BOARD TEACHER RETENTION 140000 SALADO ISD 601 NORTH MAIN ST SALADO TX 76571 N/A GOV TEXAS TEACHERS COLLABORATIVE GRANT 80000 SAM HOUSTON STATE UNIVERSITY BOX 2119 HUNTSVILLE TX 773412119 N/A GOV SCHOLARSHIPS SUPPORT 14150 SAM HOUSTON STATE UNIVERSITY BOX 2119 HUNTSVILLE TX 773412119 N/A GOV SCHOLARSHIPS 283000 SAMMINISTRIES 1919 NW LOOP 410 STE 100 SAN ANTONIO TX 78213 N/A PC GENERAL SUPPORT 25000 SAN ANTONIO BOOK FESTIVAL 1201 AVENUE B UNIT 1011 SAN ANTONIO TX 78215 N/A PC BOOK FESTIVAL 75000 SAN ANTONIO CHILDRENS MUSEUM 2800 BROADWAY SAN ANTONIO TX 78209 N/A PC GENERAL SUPPORT 10000 SAN ANTONIO REPORT 126 GONZALES STREET SAN ANTONIO TX 78205 N/A PC GENERAL SUPPORT 100000 SAN ANTONIO REPORT 126 GONZALES STREET SAN ANTONIO TX 78205 N/A PC EDUCATION FORUM 10000 SAN ANTONIO ZOO 3903 N ST MARYS STREET SAN ANTONIO TX 78212 N/A PC GENERAL SUPPORT 50000 SAN ANTONIO ZOO 3903 N ST MARYS STREET SAN ANTONIO TX 78212 N/A PC ZOO BALL 10000 SHAPE COMMUNITY CENTER 3903 ALMEDA RD HOUSTON TX 77004 N/A PC GENERAL SUPPORT 15000 SOUTHERN METHODIST UNIVERSITY PO BOX 750259 DALLAS TX 752750259 N/A PC SCHOLARSHIPS 37285 SOUTHERN METHODIST UNIVERSITY PO BOX 750259 DALLAS TX 752750259 N/A PC SCHOLARSHIPS SUPPORT 1864 TARLETON STATE UNIVERSITY 1333 W WASHINGTON ST T-0290 STEPHENVILLE TX 76401 N/A GOV SCHOLARSHIPS 76000 TARLETON STATE UNIVERSITY 1333 W WASHINGTON ST T-0290 STEPHENVILLE TX 76401 N/A GOV SCHOLARSHIPS SUPPORT 3400 TEXAS A&M - COLLEGE STATION TAMU 4241 COLLEGE STATION TX 778434241 N/A GOV SCHOLARSHIPS 252000 TEXAS A&M - COMMERCE PO BOX 3011 COMMERCE TX 75429 N/A GOV RESEARCH 5000 TEXAS A&M - COMMERCE PO BOX 3011 COMMERCE TX 75429 N/A GOV SCHOLARSHIPS SUPPORT 4000 TEXAS A&M - COMMERCE PO BOX 3011 COMMERCE TX 75429 N/A GOV SCHOLARSHIPS 80000 TEXAS A&M - SAN ANTONIO ONE UNIVERSITY WAY SAN ANTONIO TX 78224 N/A GOV EARLY MATTERS 300000 TEXAS A&M - TEXARKANA 7101 UNIVERSITY AVE TEXARKANA TX 75503 N/A GOV SCHOLARSHIPS 48000 TEXAS A&M - TEXARKANA 7101 UNIVERSITY AVE TEXARKANA TX 75503 N/A GOV SCHOLARSHIPS SUPPORT 3000 TEXAS A&M SAN ANTONIO FOUNDATION ONE UNIVERSITY WAY SAN ANTONIO TX 78224 N/A GOV EDUCARE INITIATIVE 650000 TEXAS HISPANIC POLICY FOUNDATION PO BOX 670368 DALLAS TX 75367 N/A PC RESEARCH 10000 TEXAS STATE UNIVERSITY 601 UNIVERSITY DRIVE ED 2001 SAN MAROCS TX 78666 N/A GOV SCHOLARSHIPS 108000 TEXAS STATE UNIVERSITY 601 UNIVERSITY DRIVE ED 2001 SAN MAROCS TX 78666 N/A GOV SCHOLARSHIPS SUPPORT 5400 TEXAS STATE UNIVERSITY COLLEGE OF EDUCATION 601 UNIVERSITY DRIVE ED 2001 SAN MARCOS TX 78666 N/A GOV RESEARCH 5000 TEXAS TECH UNIVERSITY PO BOX 41098 LUBBOCK TX 794091098 N/A GOV SCHOLARSHIPS 406000 TEXAS TECH UNIVERSITY PO BOX 41098 LUBBOCK TX 794091098 N/A GOV SCHOLARSHIPS SUPPORT 18500 TRINITY UNIVERSITY 1 TRINITY PLACE SAN ANTONIO TX 78212 N/A PC SCHOLARSHIPS 186000 TRINITY UNIVERSITY 1 TRINITY PLACE SAN ANTONIO TX 78212 N/A PC SCHOLARSHIPS SUPPORT 9300 TTARA RESEARCH FOUNDATION 400 WEST 15TH STREET SUITE 400 AUSTIN TX 78701 N/A PC GENERAL SUPPORT 15000 UNIVERSITY OF HOUSTON PO BOX 1426 HOUSTON TX 772511426 N/A GOV SCHOLARSHIPS 84000 UNIVERSITY OF HOUSTON PO BOX 1426 HOUSTON TX 772511426 N/A GOV SCHOLARSHIPS SUPPORT 2808 UNIVERSITY OF INCARNATE WORD 4301 BROADWAY SAN ANTONIO TX 78209 N/A PC SCHOLARSHIPS SUPPORT 3000 UNIVERSITY OF INCARNATE WORD 4301 BROADWAY SAN ANTONIO TX 78209 N/A PC SCHOLARSHIPS 40000 UNIVERSITY OF INCARNATE WORD 4301 BROADWAY SAN ANTONIO TX 78209 N/A PC RESEARCH 5000 UNIVERSITY OF NORTH TEXAS - DALLAS 7400 UNIVERSITY BLVD DALLAS TX 75241 N/A GOV SCHOLARSHIPS 120000 UNIVERSITY OF TEXAS - AUSTIN 1912 SPEEDWAY D5001 AUSTIN TX 78712 N/A GOV SCHOLARSHIPS SUPPORT 23400 UNIVERSITY OF TEXAS - AUSTIN 1912 SPEEDWAY D5001 AUSTIN TX 78712 N/A GOV SCHOLARSHIPS 468000 UNIVERSITY OF TEXAS - AUSTIN UTEACH 103 WEST 24TH ST STOP G2550 PAINTER HALL 402 AUSTIN TX 787121255 N/A GOV SCHOLARSHIPS 160000 UNIVERSITY OF TEXAS - AUSTIN UTEACH 103 WEST 24TH ST STOP G2550 PAINTER HALL 402 AUSTIN TX 787121255 N/A GOV SCHOLARSHIPS SUPPORT 8000 UNIVERSITY OF TEXAS - AUSTIN UTEACH NATURAL SCIENCES 103 WEST 24TH ST MAIL STOP G2550 AUSTIN TX 78712 N/A GOV RESEARCH 5000 UNIVERSITY OF TEXAS - DALLAS 800 WEST CAMPBELL RD SP225 RICHARDSON TX 75080 N/A GOV SCHOLARSHIPS 88000 UNIVERSITY OF TEXAS - DALLAS 800 WEST CAMPBELL RD SP225 RICHARDSON TX 75080 N/A GOV SCHOLARSHIPS SUPPORT 4400 UNIVERSITY OF TEXAS - EL PASO 500 W UNIVERSITY AVE EL PASO TX 79968 N/A GOV SCHOLARSHIPS 152000 UNIVERSITY OF TEXAS - EL PASO 500 W UNIVERSITY AVE EL PASO TX 79968 N/A GOV SCHOLARSHIPS SUPPORT 7600 UNIVERSITY OF TEXAS - RIO GRANDE VALLEY 1201 WEST UNIVERSITY DRIVE EDINBURG TX 78539 N/A GOV SCHOLARSHIPS 180000 UNIVERSITY OF TEXAS - RIO GRANDE VALLEY 1201 WEST UNIVERSITY DRIVE EDINBURG TX 78539 N/A GOV SCHOLARSHIPS SUPPORT 2350 UNIVERSITY OF TEXAS - SAN ANTONIO 1 UTSA CIRCLE SAN ANTONIO TX 78249 N/A GOV SCHOLARSHIPS 88000 UNIVERSITY OF TEXAS - SAN ANTONIO 1 UTSA CIRCLE SAN ANTONIO TX 78249 N/A GOV SCHOLARSHIPS SUPPORT 4400 UP PARTNERSHIP 11103 V AVE STE 2101 SAN ANTONIO TX 78213 N/A PC ELEVATE BEXAR COUNTY/DATA CONNECTION 200000 VARIOUS CHARLES BUTT SCHOLARS GRANT 1005 CONGRESS AVE STE 100 AUSTIN TX 78701 N/A I CHARLES BUTT SCHOLAR GRANT 11420 VENUS ISD PO BOX 364 VENUS TX 76084 N/A GOV TEXAS TEACHERS COLLABORATIVE GRANT 57500 YOUTH ORCHESTRAS OF SAN ANTONIO 106 AUDITORIUM CIRCLE STE 130 SAN ANTONIO TX 78205 N/A PC GENERAL SUPPORT 15000 7135477 0 14 16251 18 -599851 0 -583600 0 -583600 0 0 0 0 0 1 0 0 0 1b(4) 464502 RAISE YOUR HAND FOR PUBLIC SCHOOLS MANAGEMENT SERVICES AGREEMENT PROVIDING FOR REIMBURSEMENT OF PAYROLL, RENT, PROFESSIONAL FEES, OFFICE EXPENSES, AND OVERHEAD AT COST. 1 RAISE YOUR HAND FOR PUBLIC SCHOOLS 501(C)(4) COMMON CONTROL - MAJORITY OF BOARD OF DIRECTORS IN COMMON, SHARED RESOURCES, AND COMPLIMENTARY PHILANTHROPIC OBJECTIVES X X 1 CHARLES BUTT 200 E BASSE RD STE 201 SAN ANTONIO TX 78209 14200000 X 2 MOODY FOUNDATION 2302 POST OFFICE ST STE 704 GALVESTON TX 77550 1863500 X 3 CHARLES BUTT PHILANTHROPIES 200 E BASSE RD STE 201 SAN ANTONIO TX 78209 1000000 X 4 BILL AND MELINDA GATES FOUNDATION 440 5TH AVENUE NORTH SEATTLE WA 98109 894690 X 5 HOUSTON ENDOWMENT 3683 WILLIA STREET HOUSTON TX 77007 100000 X ACCOUNTING FEES 18375 0 0 18375 PART VII, LINES 1 AND 2: INFO ABOUT DIRECTORS AND HIGHLY PAID EMPLOYEES: DIRECTOR CHARLES CLINES IS NOT DIRECTLY COMPENSATED, HOWEVER, HIS WHOLLY OWNED COMPANY FAIRWINDS MANAGEMENT, LLC (FWM) PROVIDES ADMINISTRATIVE SUPPORT TO THE FOUNDATION AND IS PAID UNDER A SERVICES AGREEMENT. FWM IS NOW WHOLLY OWNED BY CHARLES BUTT. MR. BUTT IS NOT DIRECTLY COMPENSATED AND THE SERVICES AGREEMENT BETWEEN FWM AND THE FOUNDATION IS STILL IN PLACE.THE CHARLES BUTT FOUNDATION HAD A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) LEASING ARRANGEMENT WITH OASIS OUTSOURCING HOLDINGS, INC THROUGH SEPTEMBER 2024. A NEW PEO LEASING AGREEMENT STARTED IN SEPTEMBER 2024 WITH G&A PARTNERS. ALL COMPENSATION REPORTED ON PART I LINES 13 AND 14 REPRESENTS AMOUNTS PAID TO OASIS OUTSOURCING HOLDINGS, INC. AND G&A PARTNERS FOR FOUNDATION EMPLOYEES' COMPENSATION, BENEFITS, AND EXPENSES.FWM IS ALSO REIMBURSED FOR DIRECT OUT OF POCKET COSTS INCURRED ON BEHALF OF THE FOUNDATION, WHICH ARE INCLUDED ON PART I, LINES 16 TO 23. ALL AMOUNTS CHARGED TO FWM ARE BASED ON ACTUAL COSTS TO FWM AND DO NOT INCLUDE ANY PREMIUM OR MARK-UP.PURSUANT TO THE FORM 990-PF INSTRUCTIONS, THE PORTION OF THE COMPENSATION PAID BY OASIS OUTSOURCING HOLDINGS, INC AND G&A PARTNERS THAT RELATES TO SERVICES PROVIDED BY DIRECTORS, OFFICERS, AND HIGHEST COMPENSATED EMPLOYEES OF THE FOUNDATION ARE REPORTED IN PART VII, LINES 1 AND 2, AS IF THE FOUNDATION HAD PAID THE INDIVIDUALS DIRECTLY. THE ULTIMATE RECIPIENTS OF PAYMENTS MADE BY FWM ON BEHALF OF THE FOUNDATION ARE REPORTED ON PART VII LINES 1-3, AS APPLICABLE. FORM 990-PF, PART XIV, LINE 3A: 2024 CHARLES BUTT SCHOLARS GRANT RECIPIENTS:ALYSSA FARINA - $2,570GLORIEL KAZADI - $1,550JUSTICE MASTERS - $2,000ARTURO MARTINEZ - $2,800REBECA ALDABA RUIZ - $2,500 LEGAL FEES 20795 0 0 20795 ADVERTISING 127681 0 0 127681 OFFICE EXPENSES 93255 0 0 93255 INFORMATION TECHNOLOGY 364116 0 0 364116 STIPENDS 13100 0 0 13100 OTHER EXPENSES 40398 0 0 40398 CREDIT CARD 14806 15298 CONSULTANTS 1894335 0 0 1894335 EXTERNAL EVALUATORS 295203 0 0 295203 HONORARIUM 8005 0 0 8005 PAYROLL SERVICES 35444 0 0 35444 ADMIN SUPPORT SERVICES 192079 0 0 192079 OTHER PROFESSIONAL SERVICES 41231 0 0 41231 EXCISE TAX - NET INVESTMENT INCOME 3500 0 0 0