NELDA C AND HJ LUTCHER STARK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NELDA C AND HJ LUTCHER STARK FOUNDATION (EIN 74-6047440)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-17
- IRS object ID
- 202522909349100717
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-17T21:22:04-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746047440 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nelda C and H J Lutcher Stark Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NELD | BusinessNameControlTxt |
| Phone | 4098833513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 Green Ave | AddressLine1Txt |
| City | Orange | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 776305718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Benjamin Pousson | PersonNm |
| Person Title | Treasurer, CFO | PersonTitleTxt |
| Phone | 4098833513 | PhoneNum |
| Signature | 2025-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2025-10-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $673,221,824 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $121,995 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20,881 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,881 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $20,881 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,832,416 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,832,416 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,832,416 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,086,952 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $177,996,483 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,086,952 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,875,578 | NetSTCapitalGainAdjNetIncmAmt |
| Incm Modifications Adj Net Incm | $1,646 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $495,257 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $470,260 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $494,300 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $14,557,501 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,410,509 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,224,821 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $821,290 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $246,374 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $246,374 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $574,916 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,029,662 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $12,070 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,017,591 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,446,501 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $48,741 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $50,551 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,395,950 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $74,118 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,688 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $5,688 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $68,431 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $66,003 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,919 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $26,919 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $39,084 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,143,867 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,033,648 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $2,033,649 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $110,218 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $221,559 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $56,140 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $56,140 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $50,000 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,560,900 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $669,971 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,732 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $2,732 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $667,239 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $175,715 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,493 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $2,493 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $173,222 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $13,648 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $13,648 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,695,842 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $102,227 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $25,594 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,481,609 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,919,076 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,524,962 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,462,210 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,591,908 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $233,842 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $233,842 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,152,918 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,524,962 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,462,210 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,825,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,595,417 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,885,547 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,762,611 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $900 | CashBOYAmt |
| Cash EOY | $900 | CashEOYAmt |
| Cash EOYFMV | $900 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,527,995 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,991,369 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,991,369 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $55,131 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $64,163 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $64,163 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $173,946,515 | CorporateStockBOYAmt |
| Corporate Stock EOY | $173,773,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $205,740,823 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $55,492,218 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $39,568,793 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $39,301,100 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $842,643 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $842,643 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $842,643 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,901,163 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $95,051,583 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $110,366,782 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $145,944,390 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $93,002,533 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $47,854,497 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $46,361,326 | LandBOYAmt |
| Land EOY | $45,148,036 | LandEOYAmt |
| Land EOYFMV | $86,277,916 | LandEOYFMVAmt |
| Other Assets BOY | $43,365,803 | OtherAssetsBOYAmt |
| Other Assets EOY | $43,407,866 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $185,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $426,644,114 | TotalAssetsBOYAmt |
| Total Assets EOY | $419,163,552 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $673,221,824 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $98,389 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $213,244 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $98,389 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $213,244 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $426,545,725 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $418,950,308 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $426,545,725 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $418,950,308 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $426,644,114 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $419,163,552 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $426,545,725 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,595,417 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $418,950,308 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $418,950,308 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly traded securities | $177,897,285 | $172,746,303 | $5,150,982 | $5,150,982 | |||
| Fixed asset disposals | $163,228 | -$163,228 | -$163,228 | P | |||
| Passthrough K-1 capital gain | $84,509 | $84,509 | $84,509 | P | |||
| AG Energy Credit Opportunities Offshore Holdings IV, LP | $14,689 | $14,689 | $14,689 | P | 2020-07-01 | 2024-08-15 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,086,952 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,875,578 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $165,209 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $165,209 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $165,209 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $161,412 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $231,412 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $66,203 | OverpaymentAmt |
| Applied To ES Tax | $66,203 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.starkfoundation.org | WebsiteAddressTxt |
| Individual With Books | Ben Pousson | IndividualWithBooksNm |
| Phone | 4098833513 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 Green Ave | AddressLine1Txt |
| City | Orange | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 776305718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| Deborah Hughes | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Chair | 2.00 | $15,000 | $0 | $0 |
| W G Riedel III | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Vice Chair | 2.00 | $15,000 | $0 | $0 |
| Rob Clark | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Director | 3.00 | $15,000 | $0 | $0 |
| Dr Suzonne Crockett | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Director | 2.00 | $15,000 | $0 | $0 |
| Al Granger | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Director | 2.00 | $15,000 | $0 | $0 |
| Craig Lemons | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Director | 2.00 | $0 | $0 | $0 |
| Clyde V McKee III | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | President & CEO | 40.00 | $351,794 | $16,632 | $0 |
| Jennifer L Staton | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | VP/CFO/Tres | 40.00 | $316,851 | $38,840 | $0 |
| Sarah Wester | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Secretary | 40.00 | $77,645 | $23,818 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Jessie DeVille | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Chief Property Offic | 40.00 | $209,491 | $37,711 | $0 |
| Jennifer Barroeta | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | HR Manager | 40.00 | $182,324 | $42,215 | $0 |
| Angela Mason | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Gardens Director | 40.00 | $184,888 | $26,689 | $0 |
| Andra Sanford | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Lutcher Theater Dire | 40.00 | $154,000 | $32,895 | $0 |
| Lacretia McLeod | ||||||||
| 601 Green Ave | Orange | TX | 776305718 | Theater Operations D | 40.00 | $115,000 | $71,895 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 55 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Honeywell Building Solutions | |||||
| 1985 Douglas Dr N | Golden Valley | MN | 55422 | Bldg maintenance/ Construction | $1,723,829 |
| Richard Bernstein Advisors | |||||
| 1251 6th Ave | New York | NY | 10020 | Investment Management | $671,221 |
| UBS Financial Services Inc | |||||
| 1285 Ave of the Americas | New York | NY | 10019 | Investment Management | $643,804 |
| GCM Grosvenor | |||||
| 767 5th Ave 14th Floor | New York | NY | 10153 | Investment Management | $381,565 |
| Uniplan Investment Counsel | |||||
| 839 N Jefferson St Ste 502 | Milwaukee | WI | 53202 | Investment Management | $143,476 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Stark Museum of Art - See Statement 14 | Description1Txt |
| Expenses1 | $5,930,293 | Expenses1Amt |
| Description2 | W. H. Stark House - See Statement 14 | Description2Txt |
| Expenses2 | $1,310,704 | Expenses2Amt |
| Description3 | Lutcher Theater - See Statement 14 | Description3Txt |
| Expenses3 | $3,773,031 | Expenses3Amt |
| Description4 | Shangri La Botanical Gardens and Nature Center - See Statement 14 | Description4Txt |
| Expenses4 | $7,072,593 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $255,712,562 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,182,980 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $135,677,169 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $394,572,711 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $394,572,711 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,918,591 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $388,654,120 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,432,706 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,825,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,542,879 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $18,368,629 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2011-10-17 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,762,611 | CurrentYearAmt |
| Year1 | $8,830,685 | Year1Amt |
| Year2 | $6,144,273 | Year2Amt |
| Year3 | $19,628,431 | Year3Amt |
| Total | $43,366,000 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,448,219 | CurrentYearAmt |
| Year1 | $7,506,082 | Year1Amt |
| Year2 | $5,222,632 | Year2Amt |
| Year3 | $16,684,166 | Year3Amt |
| Total | $36,861,100 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,368,629 | CurrentYearAmt |
| Year1 | $20,255,342 | Year1Amt |
| Year2 | $17,328,630 | Year2Amt |
| Year3 | $15,995,820 | Year3Amt |
| Total | $71,948,421 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $233,842 | CurrentYearAmt |
| Year1 | $262,995 | Year1Amt |
| Year2 | $311,916 | Year2Amt |
| Year3 | $555,493 | Year3Amt |
| Total | $1,364,246 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,134,787 | CurrentYearAmt |
| Year1 | $19,992,347 | Year1Amt |
| Year2 | $17,016,714 | Year2Amt |
| Year3 | $15,440,327 | Year3Amt |
| Total | $70,584,175 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,955,137 | CurrentYearAmt |
| Year1 | $12,269,399 | Year1Amt |
| Year2 | $12,557,765 | Year2Amt |
| Year3 | $13,503,393 | Year3Amt |
| Total | $51,285,694 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Bridge City ISD | ||||||||
| 1035 West Roundbunch | Bridge City | TX | 77611 | N/A | GOV | To purchase clothing for indigent school children | $3,000 | |
| Deweyville ISD | ||||||||
| PO Box 408 | Deweyville | TX | 77614 | N/A | GOV | To purchase clothing for indigent school children | $6,000 | |
| Lamar State College - Orange | ||||||||
| 418 Green Ave | Orange | TX | 77630 | N/A | GOV | Scholarship administered by LSCO | $100,000 | |
| Little Cypress - Mauriceville CISD | ||||||||
| 7327 Hwy 87 North | Orange | TX | 77632 | N/A | GOV | To purchase clothing for indigent school children | $3,000 | |
| Orange Co Comm Partners for Children | ||||||||
| 4446 Gilbert Dr | Orange | TX | 77632 | N/A | PC | Funds to stock Rainbow Room | $6,000 | |
| Orange Community Action Association | ||||||||
| PO Box 728 | Orange | TX | 77631 | N/A | PC | Fund Meals on Wheels for Indegent | $15,000 | |
| Orange County Sheriff's Office | ||||||||
| PO Box 1468 | Orange | TX | 77631 | N/A | GOV | Funds for the Blue Sana Program serving children in need during Christmas | $10,000 | |
| Orange Lions Club Charity Carnival | ||||||||
| PO Box 1572 | Orange | TX | 77631 | N/A | NC | For maintenance of equipment used in charity carnival | $9,256 | |
| Orangefield ISD | ||||||||
| PO Box 228 | Orangefield | TX | 77639 | N/A | GOV | To purchase clothing for indigent school children | $6,000 | |
| Southeast Texas Food Bank Inc | ||||||||
| 3845 S Martin Luther King Jr | Beaumont | TX | 77705 | N/A | PC | Food Backpack Program to provide weekend food for indigent children | $35,000 | Parkway |
| Vidor ISD | ||||||||
| 120 E Bolivar | Vidor | TX | 77662 | N/A | GOV | To purchase clothing for indigent school children | $5,967 | |
| West Orange - Cove CISD | ||||||||
| PO Box 1107 | Orange | TX | 77631 | N/A | GOV | To purchase clothing for indigent school children | $6,000 | |
| Analisa Jennings | ||||||||
| PO Box 30016 | College Station | TX | 77842 | None | I | Scholarships | $2,000 | |
| Ashley Callahan | ||||||||
| A-41 ASB | Provo | UT | 84602 | None | I | Scholarships | $3,248 | |
| Ava Gassen | ||||||||
| PO Box 7758 UT Station | Austin | TX | 78713 | None | I | Scholarships | $2,036 | |
| Camryn Nevis | ||||||||
| PO Box 10183 | Beaumont | TX | 77710 | None | I | Scholarships | $1,164 | |
| Catalina Lawley | ||||||||
| PO Box 13052 | Nacogdoches | TX | 75962 | None | I | Scholarships | $3,298 | |
| Emily Haynes | ||||||||
| PO Box 7758 UT Station | Austin | TX | 78713 | None | I | Scholarships | $2,982 | |
| Grant Master | ||||||||
| 31 E Cullen Bldg | Houston | TX | 77204 | None | I | Scholarships | $1,500 | |
| Madeleine Wernig | ||||||||
| PO Box 10183 | Beaumont | TX | 77710 | None | I | Scholarships | $1,871 | |
| Mary Wernig | ||||||||
| PO Box 10183 | Beaumont | TX | 77710 | None | I | Scholarships | $2,047 | |
| Matthew Whitten | ||||||||
| PO Box 10183 | Beaumont | TX | 77710 | None | I | Scholarships | $429 | |
| McKenzie Freeman | ||||||||
| PO Box 30016 | College Station | TX | 77842 | None | I | Scholarships | $1,500 | |
| Reama Lyda | ||||||||
| 1200 Sycamore St | Waxahachie | TX | 75165 | None | I | Scholarships | $2,000 | |
| Sidney Holderman | ||||||||
| PO Box 10183 | Beaumont | TX | 77710 | None | I | Scholarships | $1,500 | |
| Waverlee Cooper | ||||||||
| PO Box 10183 | Beaumont | TX | 77710 | None | I | Scholarships | $3,044 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $233,842 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Lamar State College - Orange | |||||||
| 418 Green Ave | Orange | TX | 77630 | N/A | GOV | Scholarship administered by LSCO | $400,000 |
| Orange Co Comm Partners for Children | |||||||
| 4446 Gilbert Dr | Orange | TX | 77632 | N/A | PC | Funds to stock Rainbow Room | $6,000 |
| Orange Community Action Association | |||||||
| 123 North 6th St | Orange | TX | 77630 | N/A | PC | Fund Meals on Wheels for Indegent | $30,000 |
| The Salvation Army of Orange | |||||||
| 1950 MLK Dr | Orange | TX | 77630 | N/A | PC | To purchase food, toiletries, basic items for indegent persons | $35,000 |
| Scholarship Awards | |||||||
| PO Drawer 909 | Orange | TX | 77631 | None | I | Scholarships | $174,807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $645,807 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Educational programs | $13,256 |
| Book store sales | $625 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,881 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,832,416 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,086,952 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| Passthrough K-1 income | 525990 | $4,673 | 14 | $132,466 |
| Oil & gas royalties | 15 | $330,087 | ||
| Refunds/ins proceeds | 01 | $14,150 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,673 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,416,952 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,881 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,435,506 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1a | Both Shangri La Botanical Gardens and the Stark Museum of Art charge a materials fee for various educational workshops held throughout the year. These activities contribute importantly to the accomplishment of the Foundation's exempt educational purpose by stimulating and enhancing public awareness, interest, and appreciation for the varied educational programming offered by the Stark Cultural Venues. |
| 1b | The Museum Book Store sells printed reproductions of items in the art collection and various items directly related to the collection. The Shangri La Caf offers a variety of sandwiches, salads, and drinks for the 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 city. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Chevron Phillips Chemical LP | ||||||
| 1 | 10001 Six Pines Dr | The Woodlands | TX | 77380 | $11,000 | Yes (X) |
| DOW Sabine River Operations | ||||||
| 2 | 2735 FM 1006 | Orange | TX | 77632 | $41,000 | Yes (X) |
| Golden Triangle Polymers Company LLC | ||||||
| 3 | 10001 Six Pines Dr | The Woodlands | TX | 77380 | $50,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Independent audit/tax services | CategoryTxt |
| Amt | $66,003 | Amt |
| Net Investment Income | $26,919 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,919 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $39,084 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|
| Land | 2011-11-11 | $707,432 | L | $0 | $0 | $0 | ||
| Mineral interests | 2011-11-11 | $135,211 | L | $0 | $0 | $0 | ||
| Land | 2011-11-11 | $6,320,754 | L | $0 | $0 | $0 | ||
| Buildings | 2011-11-11 | $78,263,580 | SL | $2,879,733 | $0 | $0 | $38,826,001 | 25.000000000000 |
| Machinery and Equipment | 2011-11-11 | $8,418,199 | SL | $681,167 | $0 | $0 | $5,467,596 | 5.000000000000 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Orange Lions Club Charity Carnival | ||||||||||
| PO Box 1572 | Orange | TX | 77631 | 2024-07-19 | $1,705 | For maintenance of equipment used in charity carnival. Per terms of grant agreement, grantor only reimburses for approved project expenses, so grant funds are fully expended and reported upon prior to grant payment date. | $1,705 | None | 7/10/24 | The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. |
| Orange Lions Club Charity Carnival | ||||||||||
| PO Box 1572 | Orange | TX | 77631 | 2024-12-06 | $7,551 | For maintenance of equipment used in charity carnival. Per terms of grant agreement, grantor only reimburses for approved project expenses, so grant funds are fully expended and reported upon prior to grant payment date. | $7,551 | None | 11/15/24 | The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (7 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Controlled Entities | Form 990-PF, Part VII-A, Line 11 | The entity below is an investment fund and is not a business enterprise, per IRC 4943(d)(3)(B).GCM Galaxy, SPCP.O. Box 309 Ugland HouseGrand Cayman, KY1-1104, Cayman IslandsEIN 99-9999999During 2024, the Foundation received a distribution from this investment fund in the amount of $8,000,000. |
| Summary of Direct Charitable Activities | Form 990-PF, Part VIII-A | THE PURPOSE OF THE STARK FOUNDATION The Nelda C. and H.J. Lutcher Stark Foundation is a private operating foundation established in 1961 to encourage and assist education and to improve and enrich the quality of life in Southeast Texas. The Stark Foundation carries out this mandate, in part, through the programs of the Stark Museum of Art, the W.H. Stark House, the Frances Ann Lutcher Theater for the Performing Arts, and the Shangri La Botanical Gardens and Nature Center. Through the operation of these venues, the Stark Foundation contributes historical, artistic, environmental, and cultural resources to the area and provides the community and region with opportunities for study and enjoyment of the arts, history, and nature.The Foundation seeks to encourage and assist education through grants and through the Miriam Lutcher Stark Contest in Reading and Declamation, a qualified scholarship program for public high school students in Orange County, Texas. The Foundation may also make grants for health and human services, arts and culture, and community enhancement. Location and Hours of Operation: The Stark Foundation office is located at 601 Green Avenue, Orange, Texas 77630. Hours of operation are Monday through Friday, 8 a.m.-5 p.m. The Foundation is closed on major holidays, including Christmas Eve day through New Year's Day. Stark Foundation Contact Information: The phone number is (409) 883-3513. The fax number is (409) 883-3530. The mailing address is P.O. Box 909, Orange TX 77631-0909. The website is www.starkfoundation.org.The email address is info@starkfoundation.org.FOUNDATION PROGRAMSSTARK CULTURAL VENUES:In January 2013, the Nelda C. and H.J. Lutcher Stark Foundation established a new Stark Cultural Venues ("SCV") brand identity, which formally tied together Shangri La Botanical Gardens and Nature Center, the Stark Museum of Art, and The W.H. Stark House. The reorganization established the Stark Art and History Venues ("A&H"), which combined operations of the Stark Museum of Art ("SMA"), The W.H. Stark House ("House"), the SMA Library ("Library"), and the Stark Foundation Archive ("Archive"). Additionally, this reorganization consolidated management of the A&H venues under one director.While the A&H Venue budgets and staff offices are tied to the specific venues (Museum, House, Library, and Archive), the staff was reorganized into five functional groups that connect across the venues: administration, curatorial, collections, exhibitions, and education. Free Admission to Stark Cultural Venues:General admissions to all Stark Cultural Venue programming are free and open to the public. Lutcher Theater Inc. charges admissions to its show program events. Some special programming may require a fee to offset special material and supply costs.All school groups receive free admission to the SCV. Lutcher Theater charges a nominal admission fee for school groups. Transportation for school groups to visit Stark Cultural Venues is generally reimbursed to encourage school visitation. Transportation to the Lutcher Theater for school groups is not reimbursed.Stark Cultural Venues are open to the public from Tuesday through Saturday from 9:00 AM to 5:00 PM. They are closed on major holidays, including Christmas Eve day through New Year's Day.See the attached Annual Reports for the Stark Art and History Venues, Frances Ann Lutcher Theater for the Performing Arts, and the Shangri La Botanical Gardens and Nature Center.STARK MUSEUM OF ART - Line 1Operating Expenses: $4,913,951Capital Expenditures: $1,016,342Total Program Expenditures: $5,930,293Employees: 17 Full-time and 15 Part-time The Stark Museum of Art ("SMA") opened to the public in November 1978 with the expressed objective of preserving and displaying the art collection of the Nelda C. and H.J. Lutcher Stark Foundation for the benefit of the public. The Museum's permanent collection consists of Art of the American West 1830-1950 (paintings, sculptures, drawings, and prints), Native American artifacts, Steuben crystal, rare books and manuscripts, and porcelain birds by Edward Marshall Boehm and Dorothy Doughty. Almost 20,000 square feet of the Museum is dedicated to exhibitions including 4,000 square feet of gallery space devoted to temporary exhibits on changing themes. The Foundation continues to add to the collection by acquiring works of art that complement and enhance the permanent collection. Statement of Purpose: In support of the mission of the Nelda C. and H.J. Lutcher Stark Foundation, the Stark Museum of Art preserves a significant collection of paintings, sculptures, books, prints, and artifacts with an emphasis on the art of the American West. The Museum strives to educate, enrich, and inspire area students and the broader community through interpretive and educational exhibitions, interactive programming, art making experiences, lectures, and publications. Additionally, the SMA makes research accessible and supports scholarship relating to the study of art, encourages creativity, helps develop a deeper understanding and enjoyment of art, fosters an appreciation for its preservation, and provides a meaningful connection between the past and the present. Admissions and Tour Information: General Admissions and tours are free and open to the public. Guided tours for students and adults and studio art experiences are available with pre-registration. Location and Hours of Operation: The Stark Museum of Art is located at 712 Green Avenue, Orange, Texas 77630. Hours of operation are Tuesday through Saturday, 9 a.m.-5 p.m. The Museum is closed on major holidays, including Christmas Eve day through New Year's Day. Stark Museum of Art Contact Information: The phone number is (409) 886-2787. The fax number is (409) 883-6361. The mailing address is P.O. Box 909, Orange TX 77631-0909. The website is www.starkmuseum.org. The email address is info@starkmuseum.org. THE W.H. STARK HOUSE - Line 2Operating Expenses: $1,177,181Capital Expenditures: $133,523Total Program Expenditures: $1,310,704Employees: 3 Full-timeThe W.H. Stark House ("House") is the 1894 Victorian home of Miriam and William H. Stark that has been restored to the 1920s time period. It contains more than 11,000 decorative objects and artifacts, original to the family, which are exhibited in 15 room settings in this historic house and in the Carriage House exhibition spaces. In 1976, The W.H. Stark House was designated as a recorded Texas Historical Landmark and was entered in the National Register of Historic Places. Carriage House of the W.H. Stark House:The first floor of the Carriage House, where the House tour begins, contains, among other family items, a 1908 Hupmobile in pristine condition. On the second floor, visitors will find an extensive collection of "American Brilliant Cut Glass" from the period 1880-1915. Other items include a collection of elaborately carved ivory from the Orient and many decorative objects owned by the W.H. Stark family from the 1800's to the early 1900's.Statement of Purpose: In support of the mission of the Nelda C. and H.J. Lutcher Stark Foundation, The W.H. Stark House ("House") preserves and exhibits its structures, grounds, and collections in order to interpret the historical role of the W.H. Stark family in the history of Southeast Texas and the greater Gulf region. The House strives to educate, enrich, and inspire our visitors and the broader community by helping develop a deeper understanding and enjoyment of history, by encouraging an appreciation for its preservation, and by providing a meaningful connection between the past and the present.Admissions and Tour Information:General Admissions and tours are free and open to the public.Starting March 5, 2025, The W. H. Stark House welcomes visitors on Wednesdays, Fridays, and select Saturdays for FREE Guided Tours. Each tour lasts about an hour and offers a chance to discover the remarkable 1894 Queen Ann home of Miriam Lutcher and William Henry Stark.Guided Tours provide small groups of up to eight guests the opportunity to experience all three floor of the 14,000 square foot, fully restored home. During the tour, guests will visit all 15 rooms in the home and explore the beautifully maintained grounds, while learning about the extraordinary family who called it home.The second floor of the Carriage House, where tours begin, features an exquisite collection of Brilliant Cut Crystal from the 1890 1914 time period. Over 130 individual items are showcased.Location and Hours of Operation:Both The W.H. Stark House and the associated Carriage House are located at 610 Main in historic downtown Orange, Texas.Hours of operation are from 9:30 a.m.-1 p.m. on Wednesdays, Fridays, and select Saturdays. Guided tours of the House are available for ages 8 and up. One adult is required for every two children ages 6 - 12. The public is encouraged to book all tours online. The House is closed on major holidays, including Christmas Eve day through New Year's Day. Additional information is available by calling (409) 883-0871. Small drop by groups are always welcome. The W.H. Stark House Contact Information: The phone number is (409) 883-0871. The fax number is (409) 886-4697.& |
| Direct Charitable Activities | Form 990-PF, Part VIII-A, Line 1 | Stark Art & History Venues 2024 Annual ReportIntroductionThis report highlights Stark Art & History Venue (A & H) activities from January - December 2024. Details about each of the venues (Stark Museum of Art, The W.H. Stark House, Eunice R. Benckenstein Library & Archive) are organized into 3 sections: Attendance, Programming, General Operations. A & H staff worked in 2024 to identify a common purpose to drive work across the venues "We create engaging art and history experiences for everyone." As outlined in the following pages, our staff creates top- notch programs, exhibitions, and events while also performing exceptional work behind the scenes to support these initiatives and manage the collections entrusted to our care.Stark Museum of ArtAttendanceThe Stark Museum of Art had 70,087 people attend both on-site and off-site activities as well as access virtual content. An additional 25,404 unique users actively engaged with the Stark Museum of Art's website content with 66,080 total pageviews in 2024. From January December 2024, the Museum had 3,392 walk-in visitors. 30% repeat visitors, 45% first-time visitors, and 25% of visitors were part of mixed groups: repeat visitors bringing a first-time visitor with them. A variety of self-guided interpretation options are available to walk in visitors to enhance their visit. These include scavenger hunts, audio tours, Spotify SMA Playlists, videos, QR codes to external supporting content, and reading areas.General Visitor Feedback "This place is a treasure. I have lived here 20 years and I always take my visitors here." "Holy Moly! The state glassware was fun! This is a terrific museum! The photos in hallway 3 are fantastic!" "The quilt exhibit opened my eyes to an entirely new art form for me!" "The building is incredible! I would have thought it was only 3 years old!" "This is a collection beyond all collections! I have seen Hearst and Walton, and they do not compare to this." "We were in Taos and someone told us 'You have to go to the Stark Museum of Art!'" "We enjoyed all of it, coming from Georgia, we don't get to see much artwork from the actual public and it being displayed in a museum. Those deer were very different and beautifully created." "I loved the Nativity figurines, thank you so much. I will share with my daughter so she too can come and enjoy this piece."ProgrammingSchool 60,342- Virtual: 50,875 including Virtual Field Trips, Mural@Home, Juried Student Art Exhibitions Classroom Presentations, Art: It's Elementary online exhibition.- Onsite: 3,841 including student field trips and educator professional development, serving students from Pre-K to College.- Outreach: 5,626 including Students submitting entries for Annual Juried Student Art Exhibition and College Juried Art Exhibition, Teachers submitting entries for Art: It's Elementary exhibition, Creativity kits for students participating in summer feeding or enrichment programs and Mural Outreach.School Program Participant Feedback- "Great job to all! Orange, Texas has an "over the top" experience for our young generation!" K-12 Teacher Participant- "It gives them the opportunity to try different art techniques we aren't able to do in the classroom." K-12 Art Teacher for SMA Studio program- "Thank you for providing workshops for teachers, we struggle to find relevant and close opportunities for PD." Teacher Workshop Participant- "I loved this and am highly impressed with every instructor. Also the organization of it all was spectacular." Teacher Workshop Participant- "One of my students is blind. He initially did not want to participate in the mural. However, one of the mural team members encouraged my student to paint. She helped guide him and instructed him what to do. Watching him paint was a joyful thing to see!" K-12 Teacher Mural Participant- "The mural is gorgeous, and the students have been so proud of the final product! Thank y'all again for all you pour into our community." K-12 Teacher Mural ParticipantPublic Programs 6,078- Onsite 4,712 including CREATE! workshops, Juried Art Reception, 4 weeks of Art Quest Summer Camp, Adult Studio Workshops, Date Night @ the Museum, Black Pioneers Opening Reception, Friends and Family Night @ Reindeer Trail, Reindeer Trail Open House, and Reindeer Games Day.- Outreach 1,366 including Summer Library Program, Boys & Girls Club Outreach, Foster Parent Association, Orangetober Movie Night, serving as a juror for area school art competitions, activities presented at other non-profit organizationsPublic Program Participant Feedback- "Loved this workshop, it is a great to connect with the show in the gallery. Thank you so much for the opportunity for a new experience." -Adult Studio Workshop Participant- "It was great and I loved it! I loved all the cool projects that I got to do and never thought I would be able to." -Art Quest Participant- "It was very good and a very interesting experience and I got to meet a lot of people while creating awesome art." -Art Quest Participant- "This program is a valuable educational experience. I am always impressed with everything he creates. He always has a great time." -Art Quest Parent- "The staff are very professional, approachable by children and parents, helpful in every way, and supportive of the children's experience. ***Thank you so much for continuing to serve our younger age groups!" -Art Quest Parent- "Thank you for providing these great opportunities to create/learn about art. It is great to get to have community togetherness as well." -CREATE! Workshop ParticipantOther 329- Community Use 216 including hosting START Meeting, Leadership Southeast Texas, Chamber Breakfast, and a Ribbon Cutting- SCV Joint Engagement 59- Volunteers 54 engaged with events, programs, and long-term projectsAdditional Museum Programming and projects- SMA Education conducted evaluations of ongoing programs and processed evaluations (188 school and 315 public program) providing significant feedback for program operations and development.- As a part of evaluation, museum staff use an Overall Experience Rating (OER) to evaluate visitor experience. Visitors are asked to rate their experience using the following scale: Poor, Fair, Good, Superior- 89.5% of program participants rated museum programs as Superior, 9% rated programs as Good- SMA Education regularly assisted with Open House and programming at The W.H. Stark House including Art in the Park Open House, Summer Reading Festival, Family Day, and Stark Family Christmas EventsExhibitionsChristmas from Charlie: Charles M. Russell Holiday Greetings November 8, 2023 - January 6, 2024 The artist Charles Marion Russell loved Christmas time. The Stark Museum of Art's exhibit featured a selection of holiday greetings the artist sent to friends.Steuben Glass: Stories Engraved in Crystal April 5, 2023 - December 21, 2024 This exhibit features thirty-three objects with stories from American literature, history, and culture. Examples of early Steuben works of colored glass show the history of the company's early production. Included in the exhibit are several works commissioned by H.J. Lutcher Stark.Black Pioneers: Legacy in the American West March 2 - August 3, 2024 This exhibition, the first of its kind, explores the path of Black history in the West with a timeline of original pictorial quilts. The timeline begins in 1528, with Esteban's dramatic story, which marks the arrival of Africans in the American West and continues through the Civil Rights Movement.Spirit of Bethlehem: The Boehm Porcelain Nativity November 13, 2024 - January 11, 20525 The Spirit of Bethlehem: The Boehm Porcelain Nativity celebrated the holiday season. The exhibit invited visitors to enjoy viewing this work of art that included sixteen porcelain figures depicting the Christmas story.Reindeer Trail November 20 - December 21, 2024 Inspired by the North American wildlife featured in the Stark Museum of Art's collection, Reindeer Trail features thirty original reindeer designed by community members across Southeast Texas and Southwest Louisiana.Textile and Paper Rotations Collections & Exhibition and Curatorial staff made two rotations of textiles (in June and December) and two rotations of works on paper (in January and August) that included ninety-six (96) works of art with accompanying labels. Textiles and paper items are particularly sensitive to light and need to be rotated off exhibition every 3 - 6 months depending on the materials and overall condition of the object. Collections staff, in collaboration with WHSH and L&A staff, rotated sensitive works from the Stark Reading Contest case in the lobby. Four (4) objects were returned to storage; three (3) other objects were set in the case.Matterport Scans Staff utilized a Matterport 3D camera to scan Black Pioneers and Reindeer Trail. The Standing Galleries, Hallways, and A Noble Pastime and Black Pioneers are available to explore on the SMA website. In 2024 there were 3,969 "Impressions" of the SMA Matterport spaces and 1,048 Views by 662 Unique Visitors.CollectionsAcquisitions and Accessions 2024.1 Purchase of the Nelda C. and H.J. Lutcher Stark Foundation, 2024- Georgia Williams, Cathy Williams a.k.a. William Cathay: Female Buffalo Soldier, 2021, African mud cloth, organza, commercial cotton fabric, and batting, printed fabric sheets, fabric paint, button embe |
| Direct Charitable Activities | Form 990-PF, Part VIII-A, Line 2 | The W.H. Stark House including Stark Reading ContestAttendance and Visitor FeedbackThe W.H. Stark House had a total of 2,795 people attend both on-site and off-site activities, as well as access virtual content. An additional 8,553 unique users actively engaged with The W.H. Stark House's website content with 20,333 pageviews.ProgrammingSchool 411 Onsite: 85 including attendance at the Stark Reading Contest County Final Outreach: 326 including entries for the 2023-2024 Contest, attendance at Stark Reading Contest School Finals in the spring and entries for the 2024 2025 Contest in the fall.Public Programs 1,815 Onsite 1,100 in attendance including Open Houses, Summer Reading Festival, Book Club, Historical Craft Workshop, Pre-Show Talks with the Lutcher Theater, Holiday Night, and General Audience Tours of The W.H. Stark House.- General Audience Tours- On October 4, 2024, The W.H. Stark House opened for regular tour offerings for the first time since 2017. Tours were offered on Tuesdays at 12PM and 1:30PM and on Fridays and select Saturdays at 10:30AM, 12PM, 1:30PM, plus an occasional 3PM tour. From October to December, 323 visitors attended house tours. Outreach 715 providing activities City of Orange Fire Dept. Open House, Lamar University History Club Lecture, and Magnolia Cemetery Tours. Public Program Feedback- "Exceptional job by the staff. Exceptional job keeping the house and the contents in the condition its in." Spring Open House Guest- "Enjoyed the puppet show! Loved seeing the community helpers (police)! Wonderful Experience! Thank you!" Summer Reading Festival Parent- "We loved every bit of it. I really enjoyed planting the marigold! This is such a wonderful program we love to attend. You all do a GREAT job." Summer Reading Festival Parent- "I enjoy how interactive the children get to be at the different booths." Summer Reading Festival Parent- "All the volunteers were very nice and helpful" Family Day Open House Guest- "Knowledge of staff" - Visitor response to Family Day survey question asking, "What was your favorite part?"- "Beautiful! Every person was so friendly and very helpful. Will surely come back. Loved it all." Family Day Guest- "Loved the activities for the children." Family Day Guest- "We always enjoy the events!" Family Day Guest- "Everything was wonderful even in the rain." Christmas Open House Guest- "My son loved talking to Santa on the radio." Christmas Open House Guest- "Gorgeous home, friendly staff." Christmas Open House Guest- "Great experiences in teaching my kids." Christmas Open House Guest- "Can't wait to tour the rest of the house!" Christmas Open House Guest 2023-2024 and 2024-2025 Miriam Lutcher Stark Contest in Reading and Declamation (SRC) The SRC had a significant Director's Rules rewrite to better align with UIL Prose & Poetry Guidelines and alleviate concerns that School Directors had with past rules and contest timeline. Starting in the 2024-2025 contest year, $65,000 in scholarship funds will be awarded to Orange County High School Students each year. 115 students participated in the school levels of the 2023-2024 school year contest. 98 students submitted entries for the 2024-2025 school year contest.ExhibitionsDesigns and Installations New Christmas Reader Rails were research, designed, and installed for Christmas Open Houses. Staff researched and designed the upcoming 2025 mini exhibit on the Stark family's collection of children books to go in tandem with SMA Childhood Classics Exhibit.Matterport Scans In 2024, there were 639 "Impressions" of the Matterport space in Brilliant Cut Glass and 243 Views by 196 Unique Visitors. Staff scanned the full W.H. Stark House as set for the year and scanned the first floor as set for the holidays. These scans will be processed and made available on the website in 2025.Additional House Programming and Projects The WHSH team developed a guide training program for volunteers and staff in preparation to open the house in October. 4 volunteers and 3 A&H staff members completed the training program and are available to host public tours. House staff hosted a college outreach lecture with the History Club at Lamar University in Beaumont. A total of 45 - 50 students and professors attended.CollectionsExterior Preservation Projects Replaced screen to Carriage House window New ADA compliant sidewalk added to the front of the House (facing 6th street) House Driveway repaved from portico to 6th street gate Interior Preservation Projects Marks in wood floor on 1st and 2nd floor buffed and re-stained Marks in Main Staircase Mantle buffed and re-stained Marks on Main Staircase steps buffed and re-stained Cracks in Primary Bedroom repaired Crack in Main Staircase Stairwell 2nd floor ceiling repairedPhotography Tom DuBrock, Houston Museum of Natural Science photographer, photographed twelve (12) objects at the House, including details on the dining chairs and interior architectural details. Annual hurricane season photos were taken by the Registration Assistant, Collections Assistant, and CPO to document all interior and exterior spaces of WHSH propertyPhysical Care of the Collections The care and keeping of the WHSH collection was maintained by the collections team, the WHSH team, and through custodial support. A cleaning plan was followed throughout the year which included dust and pest management while utilizing best practices for object care.Seasonal Changeouts The Collections team and the WHSH team collaborated on object rotations for the spring and before the holiday season in the winter. In November, staff installed a pedestal in the Dining Room to display the green Steuben glass setting, allowing visitors a closer look at these special objects along with a blacklight flashlight.Additional 2024 Exhibitions and Collections Projects Two spot audits of the WHSH collection were conducted successfully in 2024, in late May and mid-December. Collections staff located all objects. Staff continue as time allows to do follow-up work on the 2024 WHSH Inventory. Annually staff update the Hurricane Preparedness and Recovery document in May and review and restock preparedness supplies. No direct storm impacts on Orange in 2024. The Collections team and WHSH team collaborated on the selection and movement of objects for the Summer Reading Festival scavenger hunt.Eunice R. Benckenstein Library & ArchiveAttendance/UseThe Eunice R. Benckenstein Library & Archive handled a total of 711 inquires in 2024. This includes 93 requests for library material, 243 requests for archive materials, and 329 functional entries.Programming Provided orientation to A&H Volunteers and new staff Assisted directly in events including Family Day, Panel Talk, and Open HousesNotable Research and Resources Requested Assisted WHSH staff with program research for WHSH programs, including Book Clubs, Summer Reading Festival, Stark Reading Contest, and Mardi Gras & Little Women Presentations Provided materials for Christmas Reader Rails, Stark Reading Contest SMA lobby exhibit, Miriam Stark's wedding dress, Mother's Day photos, Flag Day photos, and UT stadium photos Assisted with research to SMA collections and curatorial staff for Lunch & Learn presentations, and the upcoming Childhood Classics Exhibit Assisted SMA Education staff with Museum programs, including books for Playdate, seasonal programs, and Reindeer Trail Assisted Shangri la Gardens by finding receipts to a Pennsylvania Nursery that appears to still be in operation Research on petrified wood collected by HJLS was collected for SLG. The wood is now in a garden at the entry of Shangri La Gardens SLG staffed visited the Library & Archive as part of their development for the Interpretive Plan Evergreen Cemetery, the doors to the Stark mausoleum were stolen in 2024 Magnolia Tree at WHSH, no records found but word of Mouth is that the tree dates from the restoration (1971). Shakespeare First Folio given to UT by Miriam Stark, there is documentation that Mrs. Stark got the book from dealer Cannell and Chaffin around 1924 UT Athletic Director, Theo Bellmond, sent copies to Stark Center in Austin Sent record of the 2nd Lutcher & Moore Lumber Company to Port AuthorityGeneral Operations In March 2024, there was a leak in the Archive office and workroom. Permanent damage was minimal but some items received conservation treatment. The Reading Room/Library was closed for 2 months We are providing storage for Collection staff Rug from WHSH in Library & Archive Freezer Mission Book cases moved from the Museum to Library and Archive Continued describing Stark and Benckenstein Ledger record group Described litigation files- 25 Record Groups from the Litigation from the 1980s to 2000s include copies of family/Business/Foundation records from the 1800s. These had been rehoused but not indexed at the time. Described Foundation General Files and Museum/Curator Files Digitized select materials including Roslyn Rach photos and University of Texas materials 277 record groups are identified and placed in the Archive CMS. Within these groups 408 Series records were entered along with 587 smaller Subseries and 467 File Unit Records. Assisted with |
| Direct Charitable Activities | Form 990-PF, Part VIII-A, Line 2 | MIRIAM LUTCHER STARK CONTEST IN READING AND DECLAMATIONOperating Expenses - $49,674Each year from 1904 to 1975, the W.H. Stark Family sponsored a contest in reading and a contest in declamation in the public schools of the City of Orange, Texas. In 1976, the Miriam Lutcher Stark Contest in Reading and Declamation became a qualified scholarship program of the Stark Foundation.The Contest is now held in the five public high schools in Orange County, Texas. The aim of the Contest is to encourage student participation and competition to enhance the literary and forensic quality and skills of the students. Upon completion of the contest in the participating schools, the First Place winners compete in a countywide final with the determination of the best presentation in declaiming and the best presentation in interpretive reading.See the attached 2024 Annual Report of the Stark Arts and History Venues for a recap of 2024 activities related to the Stark Reading Contest. |
| Direct Charitable Activities | Form 990-PF, Part VIII-A, Line 3 | LUTCHER THEATER 2024 ANNUAL REPORTLutcher Theater Inc. is committed to presenting professional entertainment for the enlightenment and cultural growth of people living in Southeast Texas and Southwest Louisiana and to better their quality of life and knowledge of the arts and humanities.PROGRAMMING & ATTENDANCE2024 encompasses the second half of the 2023-2024 Season and the first half of the 2024-2025 Season. The following is a summary of the events the Lutcher offered in 2024, number of tickets sold for each event, correlating ticket revenue and genre of show:2023-20241/9/24 - On Your Feet | Tickets Sold: 800 - $ 60,535 | Broadway 1/26/24 - Giraffes Can't Dance | Tickets Sold: 2,458 - $12,698 | Kids2/2-3/24 - Pretty Woman | Tickets Sold: 2,272 - $182,450 | Broadway2/15/24 - Little Women | Tickets Sold: 1,253 - $81,195 | Broadway 2/24/24 - Fabulous Equinox Orchestra | Tickets Sold: 527 - $16,310 | Enlight Concert 3/14/24 - Come From Away | Tickets Sold: 1,222 - $96,385 | Broadway 3/26/24 - The Science of Magic | Tickets Sold: 2,714 - $13,699 | Kids4/4/24 - Annie | Tickets Sold: 1,406 - $109,890 | Broadway4/20/24 - Scott Mulvahill | Tickets Sold: 398 - $11,985 | Enlight Concert 5/9/24 - Chicago the Musical | Tickets Sold: 1,425 - $112,170 | BroadwayTotal - Tickets Sold: 14,475 - $697,3172024-202510/12/24 - The Magic of Kevin Spencer | Tickets Sold: 187 - $2,275 | Sensory Incl Magic 10/19/24 - The Bacon Brothers | Tickets Sold: 838 - $ 63,335 | Music/Blues, Rock 10/22/24 - Hamlet | Tickets Sold: 1,097 - $10,994 | Kids/High School11/3/24 - Lonestar | Tickets Sold: 812 - $50,410 | Music/Country 11/16/24 - Cirque Dreams Holidaze | Tickets Sold: 2,130 - $135,730 | Holiday/Family 12/12/24 - A Very Electric Christmas | Tickets Sold: 4,711 - $24,268 | Kids12/17-18/24 - Dear Evan Hansen | Tickets Sold: 1,263 - $89,625 | BroadwayTotal - Tickets Sold: 11,038 - $376,637EVENTSTickets SoldMain Series - 14,533Kid's Series* - 10,9802024 Total: 25,213Ticket RevenueMain Series - $1,012,295Kid's Series* - $61,6592024 Total: $1,073,954*132 school groups participated in Lutcher Incredible Kids Events in 2024.FINANCIAL CONTRIBUTIONSThe Lutcher is fortunate to receive financial support from government entities, local businesses and patrons. Financial contributions received in 2024 reflect a portion of the 2023-2024 campaign and a portion of the 2024-2025 campaign. Contributions received in the 2024 calendar year total $217,156.00ECONOMIC IMPACTIn 2023, the Lutcher engaged Impact DataSource LLC, of Austin, Texas to implement an economic impact study of the Lutcher Theater. The study found that in 2023, the Lutcher pumped $6.5 million dollars into the local economy. Plans are underway for a similar study to be conducted again in 2025.Data reveals the following for 2024:At least 823 hotel rooms were rented by Lutcher artists in Orange County. (253 of the 823 were a result of hosting the National Tour of Cirque Dreams Holidaze in October for their technical rehearsals and premiere).$160,415 was spent locally on public relations and marketing of Lutcher events.$137,386 was paid to the local IATSE stagehand union supporting Southeast Texas economy.COMMUNITY CONNECTIONSIn addition to presenting a series of performing arts events for adults and children, the Lutcher team also executes a series of program initiatives designed to connect with and serve the community.Teacher Professional Development Workshops17 teachers from nine school districts participated in professional development workshops offered by the Lutcher.Kennedy Center Teacher Workshop and Sensory Friendly PerformanceThe Lutcher offers a workshop each year that instructs teachers how to integrate the arts with their mainstream lesson plans. The Lutcher is one of only five theaters in Texas to hold this prestigious partnership with the Kennedy Center.This year the Lutcher hosted Kevin Spencer whose work focuses on using the art of magic to impact in the lives of children with autism, developmental disabilities, intellectual challenges, emotional disturbance and those who have experienced trauma. Kevin worked with teachers and students from Little Cypress-Mauriceville ISD where he provided research-based, interactive arts-based interventions that can be used in teaching practices.On Saturday morning, October 12, 2024, Kevin performed a sensory-inclusive magic show designed to create an experience that was welcoming to all audiences, including families of children with autism or other developmental or intellectual disabilities that create sensory sensitivities.Intersections - Theater Teacher WorkshopsNew this year, the Lutcher team created "Intersections Where the Professional Stage Meets Education," which included three sessions of professional development for Theater educators in Southeast Texas and Southwest Louisiana. The mission of this program is to bridge the gap between the professional stage and education by empowering educators and students with transformative mentorship and unrivaled professional development opportunities.The three sessions featured a technical workshop with the Lutcher's Technical Director, an Inclusive Classrooms workshop with Kevin Spencer and a Performance and Production workshop with the company of Broadway in Love. Theater educators from Vidor ISD, Bridge City ISD, Silsbee ISD, Beaumont ISD, West Orange Cove ISD and Calcasieu Parrish participated in this inaugural year of Intersections.Summer Reading Program PartnershipIn partnership with The W.H. Stark House Summer Reading Program, the Lutcher team created a "Page to Stage" theater and activity kit for families. Complete with education on characterization, set creation and puppet play crafts, the kit is a guide for a hands-on group theatrical play at home or with friends. This year, students read "The Secret Garden" by Frances Hodgson Burnett.Pre-show Talks - Collaboration with The W.H. Stark HouseThe Lutcher Marketing Team worked with historians at The W.H. Stark House to offer extra experiences for Lutcher patrons attending "Little Women" on February 15, 2023. They presented an interesting and informative pre-show talk, based on topics relative to both the show and Stark family history.Lumberton ISD and Beaumont ISD Back to School FairsMembers of the Marketing Team participated in the Lumberton ISD and Beaumont ISD Back-to-School Fairs in August. The team made presentations to educators about the 2024-25 Lutcher Incredible Kids Events Series.Rotary PresentationsEach year, members of the Lutcher Marketing Team visit the area Rotary Clubs and make presentations promoting the Lutcher and the new season events. In 2024, the team presented at Rotary Clubs in Vidor, Orange, Port Arthur, Bridge City, Orangefield, Nederland, Port Neches, Lumberton, Beaumont and Lake Charles.Greater Orange Area Chamber of Commerce Board of DirectorsThe Lutcher Theater Communication and Public Relations Manager serves on the Greater Orange Area Chamber of Commerce Board of Directors.Vidor Chamber of Commerce Monthly BreakfastThe Lutcher sponsored the Vidor Chamber of Commerce Monthly Breakfast on August 15, 2024, at the Vidor City Hall. The team enjoyed breakfast, specialty coffee and networking.Senior ExpoIn October, the marketing team participated in the KFDM Senior Expo at the Beaumont Civic Center to promote upcoming events with senior residents of Southeast Texas.PJ and Blanket DriveIn conjunction with the performances of "Cirque Dreams Holidaze," "A Very Electric Christmas and "Dear Evan Hansen," the Lutcher conducted the annual PJ and Blanket Drive benefitting those served by the Salvation Army of Orange.Leadership Southeast TexasIn 2024, the Lutcher's Communication/Public Relations Manager joined the Leadership Southeast Texas team, becoming the fourth member of the Lutcher team to join LSET. Since its founding in 1992, LSET's mission is to educate, engage & inspire regional leaders across Southeast Texas.Ongoing Networking MeetingsChambers of CommerceThe Marketing Team consistently attends monthly networking events hosted by area chambers of commerce. Chambers include Orange, Bridge City, Vidor, Port Neches, Nederland, Beaumont and Southwest Louisiana.START (Southeast Texas Area Regional Tourism)The Marketing Team meets with this organization quarterly for networking and event promotion.Press Club of Southeast TexasThe Marketing Team consistently attends monthly Press Club meetings for networking and event promotion. The Lutcher's Marketing Manager has recently been appointed to their board of directors.Next Generation Orange CountyThe Lutcher Theater Social Media Manager, Marketing Associate and Office Administrator represent the Lutcher as professionals under 40 years of age at Next Generation Orange County, a networking organization affiliated with the Orange, Texas Chamber of Commerce.GENERAL OPERATIONSThe Lutcher team works year-round to implement seasons of incredible events from year to year. The planning and booking of an upcoming season begin in the fall of a current season. The marketing and box office teams prepare all materials, systems and processes to sell tickets for the next season by early summer. Season tickets go on sale in June and individual tickets go on sale |
| Direct Charitable Activities | Form 990-PF, Part VII-A, Line 3 | 2024 SHANGRI LA BOTANICAL GARDENS AND NATURE CENTER ANNUAL REPORTShangri La Gardens had another outstanding year with 117,323 guests. Staff also jumped at the opportunity to try a new collaboration with the Stark Museum of Art and install a new quilt garden exhibit. This was the year of garden renovations in recovery of the drought and freeze of 2023. A series of renovations were completed or are still in progress. The garden is evolving steadily and our guests, staff and volunteers are excited for the changes.Education, Guest Services and Volunteer EngagementCommunity EngagementIn late February, the 29th Annual Community Trash-Off was held in partnership with the City of Orange. Around 242 local residents took part, helping collect more than 60 cubic yards (11,000 pounds) of trash. DOW was the presenting sponsor for the event.Public ProgrammingIn 2024, the Education Team continued to provide both drop-in and reservation-based programs to enrich the Shangri La Gardens experience. Notable programs included the Saturday Adventure Series, Wild Wednesdays, and Up Close with Nature. The Saturday Adventure Series and Wild Wednesdays reached 458 participants across 25 programs, while 1,390 individuals engaged with our Wildlife Curator through seven Up Close with Nature presentations.Adult ProgrammingThe Adult Workshop Series, centered around horticulture, provided distinctive educational experiences for 120 participants. Sessions included topics such as Bromeliad Basics, Let's Talk Terrariums, Container Gardening, Orchid Repotting, The Dish on Succulents, Holiday Wreath Making, and an Autumn Art workshop in collaboration with the Stark Museum of Art.The adult-exclusive Bird Watching Wednesdays program was designed to educate participants about the variety of birdlife at Shangri La Gardens. Attracting 49 birders of all experience levels, the program offered field guides and binoculars to beginners, while promoting sustainability, natural history, and wellness. Breakfast on the Bayou early morning, family-friendly birding tours were offered to highlight the rich and diverse habitat at Shangri La Gardens, home to both resident and migratory birds. On each date, a bagged breakfast catered by a local food vendor was provided. The breakfast was set up on the boat dock, allowing 120 participants to grab-and-go before boarding one of our pontoon boats.The education team facilitated a hands-on entomology-focused program for 14 Texas Master Naturalists. Activities included dissecting lubber grasshoppers, performing a log dissection, using insect nets to collect and study insects, and attending a short lecture on the characteristics that define an insect.CampsDuring spring break, Shangri La Gardens hosted three sessions of the Spring into Nature Camp for 3rd-5th graders. The 3-day camp gave participants the opportunity to explore the forest and swamps, track animal trails, and discover the wild side of Shangri La. During the summer months Shangri La's EcoRangers Summer Camps provided a unique educational experience for local students. Organized by the Education Team, these camps introduced campers to science and local natural history themes. In total, 410 campers participated in camp sessions.Curriculum-based School ProgrammingIn 2024, the Education Team led 14 different curriculum-based field trip programs, engaging 5,719 students, teachers, and chaperones. These programs, aligned with Texas Essential Knowledge and Skills Standards, emphasized hands-on activities and immersive experiences to strengthen connections with nature. DOW generously sponsored all onsite curriculum-based programs. Additionally, 2,072 students, teachers, and chaperones explored the Gardens through self-guided field trips.Virtual ProgrammingThe Virtual Adventures! curriculum-based lessons engaged 1,707 students, with Shangri La Educators offering virtual guidance and post-video activities. Chevron Phillips generously sponsored the Virtual Adventures! classroom kits.OutreachA total of 710 students were engaged through offsite outreach programs, including the North Early Learning Literacy Initiative, Michael Hooke Outdoor Awareness Day, Summer Reading Programs, and Science Nights.Signature EventsShangri La Gardens' Eco-Fest celebrated Earth Day with a variety of engaging activities. This family-friendly event featured three butterfly releases to help raise awareness about local wildlife and promote sustainable practices. Sponsored by Entergy, the event welcomed 4,208 attendees. Over $7,000 was raised for our local animal shelters.Autumn Fair wrapped up the Scarecrow Festival with a fun-filled celebration, attracting 3,214 visitors. The event featured a range of fall-themed activities, including take-home crafts, games, temporary tattoos, and roasted pumpkin seeds. Highlights included the announcement of the Scarecrow Contest winners, 13 hayrides, and 10 outpost tours. Guests utilized self-guided activity books to navigate the festivities.Dreaming of a Green Christmas offered families a chance to make Christmas tree ornaments from natural materials and take part in a wreath-making workshop for adults. A total of 312 guests visited the Nature Discovery Lab to craft one-of- a-kind ornaments, while 20 adults enjoyed creating wreaths with fresh greenery and decorative accents.Sip and StrollsShangri La held 4 sip and stroll events engaging 1,997 people. In April we held a special butterfly release during the sip and stroll event as a "friends of" opportunity. Octobers sip and stroll provided an opportunity for guests to see the scarecrows at night and hear some fun autumn honkytonk swing music. These events are family friendly and provide an opportunity in the evening afterwork hours.Friends Of OpportunitiesThe Friends Of opportunities were created to provide elevated guest experiences for those who wanted to contribute money to our education programs. This was a way for people to "give back". Since we went free to the public, we have had previous members request this sort of opportunity. We piloted it with our Friend Of butterfly release and special stroll during Christmas Strolls. A modest fee was requested as a benefit to smaller crowds and more intimate opportunities. This resulted in over 800 guests participating raising $4,130.50 for our education programs. This is an area for continued growth.Christmas StrollsA number of changes were made to the overall flow of traffic for strolls this year including a new pathway to eliminate a choke point, a new exit, and a new divided entry to guide guests to the garden restrooms and a portable toilet trailer. In addition, we moved Lion's Club to a more visible location and created a better space for the snow machine. All of this resulted in extremely positive feedback. We did not meet numbers from 2023 due to 2 weather closure evenings.Lion's Club brought in over $20,000 net through the hot cocoa and cookie sales. We also raised over $24,000 and collected nearly 8,000 pounds of food for Orange Christian Services.Volunteer and Guest ServicesGeneral VisitationShangri La Gardens warmly welcomed 117,323 visitors for 2024, staff and volunteers go the extra mile to enhance the visitors experience and rich history of Shangri La Botanical Gardens. Shangri La Gardens implemented Wellness Wednesdays, offering early entry into the gardens for an early morning walk and free yoga classes that are offered at 10:30 a.m. each Wednesday. We continue to support some of our local non-profits with our community food drives at our signature events. This brings awareness about the community needs and allowing a convenient way for people to give.Volunteer EngagementIn 2024, 117 volunteers supported Shangri La's mission by dedicating 4,646 hours to our programming and community events, the equivalent of two full-time employees. Alongside our corps of volunteers, student and corporate volunteers also took advantage of our efforts to engage with businesses, school, and civic organizations during our Eco-Fest, Pumpkin Palooza, United Way Day of Caring, and Christmas Stroll events by committing 148 hours of service.2024 Volunteer Hours Served at Shangri La- Shangri La Volunteers Guest Services 3,055 Horticulture 1,108 Education 483Total = 4,646- Student Volunteers United Way Day of Caring 18 Pumpkin Palooza 10Total = 28- Corporate Volunteers Eco-Fest 20 United Way Day of Caring 24 Christmas Strolls 76Total = 120While the previous year's goal was to bolster the program through recruitment efforts, in 2024 our focus turned to creating a more efficient and seamless cross-venue experience for all of our Stark Cultural Venues (SCV) volunteers. This was accomplished through collaboration with fellow Stark Art & History and Lutcher Theater volunteer coordinators, as well as the Stark Foundation's Human Resources Department, to integrate each venue's roster of volunteers into one cohesive volunteer management software program, Volgistics. Furthermore, coordinators introduced Volgistics' online volunteer portal, VicNet, to all SCV volunteers. Through customization of each volunteer profile, complete with assignment preferences from any or all venues, each volunteer was empowered to self-schedule through their portal at their convenience.By combining forces with our SCV counterparts and taking advantage of the full breadth of Volgistics' features, coordinators and volunteers have expressed satisfaction in the ease of communication, scheduling, and o |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TWC Securitized Bond Fund I | $5,872,160 | $5,578,455 |
| PIMCO Investment Grade Credit Bond Fund I-2 | $14,107,159 | $14,025,235 |
| Bramshill Multi Strategy Inc Fund Class I | $2,635,466 | $2,737,032 |
| Loomis Sayles Strategic Income Fund | $2,481,936 | $2,409,763 |
| Rivernorth/Doubeline Strategic Inc Fund I | $8,053,184 | $8,211,593 |
| iShares Iboxx Invt G Co Bond ETF | $3,289,500 | $3,205,200 |
| Diamond Hill Short Duration Bond Fund I | $3,129,388 | $3,133,822 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Biolife Solutions Inc | $363,896 | $499,886 |
| Bit Digital Inc | $244,325 | $193,242 |
| BK Technologies Corp | $144,875 | $338,100 |
| Blade Air Mobility Inc CL A | $407,716 | $523,813 |
| Build A Bear Workshop Inc | $207,874 | $270,025 |
| CTS Corp | $258,284 | $422,684 |
| Collegium Pharmaceutical Inc | $277,313 | $326,753 |
| Banco LatinoAmericano | $370,307 | $743,235 |
| Cushman & Wakefield PLC | $89,600 | $76,466 |
| Daktronics Inc | $307,216 | $476,969 |
| Encore Energy Corp | $220,190 | $170,408 |
| Cass Information Systems Inc | $301,453 | $294,634 |
| AZZ Inc | $234,980 | $447,119 |
| H&E Equipment Services Inc | $234,913 | $260,565 |
| Farmland Partners Inc | $333,493 | $360,080 |
| WisdomTree | $906,552 | $907,320 |
| Iradimed Corp | $86,037 | $91,905 |
| iShares Global HC ETF | $5,707,978 | $5,836,160 |
| iShares Global Industrials ETF | $4,413,670 | $4,882,180 |
| Energy Select SS Fd ETF | $2,701,516 | $2,495,276 |
| Invesco S&P 500 Equal Weight | $5,790,892 | $6,447,466 |
| Hawkins Inc | $205,933 | $340,777 |
| Grid Dynamics Holdings Inc | $293,141 | $511,453 |
| Gorman Rupp Co | $388,240 | $437,597 |
| Financial Select Sector Spdr Fund ETF | $2,352,745 | $3,396,777 |
| Interdigital Inc | $197,157 | $475,195 |
| Fidelis Ins Holdings LTD | $205,452 | $204,615 |
| Innoviva Inc | $254,925 | $335,167 |
| iShares MSCI Eurozone | $4,639,055 | $4,657,460 |
| iShares MSCI Int Quality Factor ETF | $2,341,173 | $2,930,401 |
| Alpha & Omega Semiconductor | $394,014 | $554,709 |
| Fidelity MSCI Information Technology Index ETF | $13,150,483 | $14,535,820 |
| LifeMD Inc | $258,700 | $154,455 |
| Ligand Pharmaceuticals Inc | $383,195 | $508,748 |
| Lincoln EDL Services Corp | $253,321 | $609,481 |
| Mamas Creations Inc | $235,838 | $440,347 |
| Napco Security Technologies | $300,111 | $318,333 |
| iShares Msci Intl Quality | $4,256,342 | $4,309,632 |
| Northwest Pipe Co | $159,249 | $226,870 |
| NPK Intl Inc | $266,083 | $298,938 |
| Plymouth Indl REIT Inc SBI | $443,310 | $354,843 |
| Postal Realty Trust Inc CL A | $288,304 | $248,211 |
| ProPetro Holding Corp | $167,255 | $188,662 |
| Red Violet Inc | $147,366 | $244,784 |
| SIGA Technologies Inc | $243,913 | $245,040 |
| Park Aerospace Corp | $285,200 | $278,204 |
| Solaris Oilfield Infastructure CL A | $249,174 | $803,077 |
| Universal Technical Institute Inc | $257,128 | $378,040 |
| Simulations Plus Inc | $354,030 | $212,912 |
| Vanguard Value ETF | $13,717,939 | $15,034,856 |
| JPMorgan Betabuilders Canada | $3,382,847 | $3,831,837 |
| iShares MSCI USA Quality | $15,750,258 | $18,680,948 |
| SPDR Portfolio S&P 600 Small | $6,818,202 | $7,806,063 |
| SPDR S&P Dividend ETF | $9,041,284 | $9,371,306 |
| Vishay Precision Group Inc | $248,283 | $161,755 |
| Sprott Inc | $416,640 | $460,033 |
| Terawulf Inc | $212,446 | $244,580 |
| The Fidelity MSCI Consumer Discretionary Index | $3,826,560 | $4,591,048 |
| SPOK Hldgs Inc Com | $263,200 | $260,524 |
| SPDR Bloomberg 1-3 Month T-Bill ETF | $560,518 | $560,010 |
| UFP Technologies Inc | $267,089 | $447,942 |
| Uranium Energy Corp | $223,723 | $359,674 |
| Vanguard FTSE All World EX-US ETF | $12,087,059 | $13,292,998 |
| Vanguard Intl High Div YIF ETF | $4,231,217 | $4,538,796 |
| Vanguard Total Stock Mkt ETF | $22,367,821 | $34,371,466 |
| Vanguard Total World Stk ETF | $8,697,490 | $12,170,928 |
| The Ishares MSCI Emerging Markets EX China ETF | $15,086,507 | $15,291,225 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Land | $707,432 | $0 | $707,432 | $2,401,163 |
| Mineral interests | $135,211 | $0 | $135,211 | $2,500,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Strategic Ptnr Offshore VIII | AT COST | $1,296,175 | $3,201,680 |
| KKR Private Equity Cong LLC | AT COST | $11,129,980 | $11,719,835 |
| KKR Ascendant Fund Private Investor Offshore | AT COST | $1,625,530 | $1,527,274 |
| Apollo Overseas Partners X Access Fund, L.P. | AT COST | $675,658 | $714,058 |
| Ares Private Markets Fund I | AT COST | $6,000,000 | $6,774,239 |
| BREP X Offshore Access Fund, L.P. | AT COST | $1,269,274 | $1,264,484 |
| Brookfield Infrastructur Income Fund I | AT COST | $5,000,000 | $5,009,597 |
| PRTF Adv Pvt Eqt FD 2017 | AT COST | $2,152,770 | $5,879,404 |
| PRTF Adv Pvt Eqt FD 2022 | AT COST | $3,386,903 | $3,272,014 |
| Clover PCO Origination Feeder II | AT COST | $3,732,816 | $3,751,064 |
| PRTF Adv Pvt Eqt FD 2019 | AT COST | $5,877,655 | $8,538,678 |
| Strategic Ptnr Offshore IX | AT COST | $2,705,505 | $2,933,475 |
| Clover PCO Secondary Feeder II | AT COST | $1,364,145 | $1,904,761 |
| INgage LLC | AT COST | $55,837 | $72,783 |
| GCM Galazy Star and Crescent Fund | AT COST | $63,602,013 | $86,748,198 |
| Pretium Resi Real Est Fund II | AT COST | $93,268 | $2,158,991 |
| Clover PCO Offshore III LP | AT COST | $399,253 | $473,855 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Land | $6,320,754 | $0 | $6,320,754 | $6,364,870 |
| Buildings | $78,263,580 | $41,705,734 | $36,557,846 | $72,152,200 |
| Machinery and Equipment | $8,418,199 | $6,148,763 | $2,269,436 | $7,760,846 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General governance and counsel | CategoryTxt |
| Legal Fees | $74,118 | LegalFeesAmt |
| Net Investment Income | $5,688 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,688 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $68,431 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Objects of Art | Desc |
| BOY Book Value | $43,365,803 | BOYBookValueAmt |
| EOY Book Value | $43,407,866 | EOYBookValueAmt |
| EOYFMV | $185,000,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Advertising | $101,644 | $0 | $0 | $101,644 |
| Auto/truck/tractor/carts | $57,371 | $0 | $0 | $57,371 |
| HR & payroll charges | $178,457 | $471 | $471 | $177,986 |
| Insurance | $2,124,511 | $14,955 | $14,955 | $2,109,556 |
| K-1 expenses | $188,639 | $76,633 | $0 | $0 |
| Materials/repairs | $1,893,107 | $5,345 | $5,345 | $1,887,762 |
| Office supplies and expenses | $425,468 | $4,823 | $4,823 | $420,645 |
| Other expenses | $23,628 | $0 | $0 | $23,628 |
| Program materials & services | $703,017 | $0 | $0 | $703,017 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Educational programs | $13,256 | $13,256 | |
| Book store sales | $625 | $625 | |
| Passthrough K-1 income | $137,139 | $137,139 | $132,466 |
| Oil & gas royalties | $330,087 | $330,087 | $330,087 |
| Refunds/ins proceeds | $14,150 | $13,193 | $7,707 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Appraisal services | $18,365 | $0 | $0 | $18,365 |
| Contracting & landscaping | $91,853 | $0 | $0 | $91,853 |
| Investment management | $1,998,414 | $1,998,414 | $1,998,414 | $0 |
| Oil & Gas consulting | $35,235 | $35,234 | $35,235 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Ad valorem taxes | $47,679 | $47,679 | $47,679 | $0 |
| Federal excise tax | $165,419 | $0 | $0 | $50,000 |
| Foreign tax | $8,461 | $8,461 | $8,461 | $0 |
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