AGEE FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: AGEE FAMILY FOUNDATION (EIN 01-0939828)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-08-18
IRS object ID: 202602309349100020
Schema version: 2025v4.2
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
Accounting Fees Schedule
Depreciation Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-08-18T12:37:43-04:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2929 Allen Parkway 20th Floor	AddressLine1Txt
City	Houston	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	770197100	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	010939828	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Agee Family Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% RICHARD AGEE	InCareOfNm
Business Name Control	AGEE	BusinessNameControlTxt
Phone	7134631500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1251 Lumpkin Rd	AddressLine1Txt
City	Houston	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77043	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Richard Agee	PersonNm
Person Title	Treas/Sec	PersonTitleTxt
Phone	7134631500	PhoneNum
Signature	2026-05-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Laura Sykes	PreparerPersonNm
PTIN	P00188050	PTIN
Phone	7139601706	PhoneNum

Field	Value	IRS element (for citing)
Tax	2025	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	$13,804,272	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	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$338,045	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$338,045	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$425,400	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$774,085	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$425,400	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$763,445	TotalRevAndExpnssAmt
Total Net Invst Incm	$763,445	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$447,200	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$447,200	CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$42,787	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl	$42,787	PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,870	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,870	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$67,888	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$67,888	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$38,078	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$4,669	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$27,160	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$7,083	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$969	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$969	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$605,906	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$76,396	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$518,116	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$504,829	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$504,829	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,110,735	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$76,396	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,022,945	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$347,290	ExcessRevenueOverExpensesAmt
Net Investment Income	$687,049	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$277,865	CashBOYAmt
Cash EOY	$62,750	CashEOYAmt
Cash EOYFMV	$62,750	CashEOYFMVAmt
Other Investments BOY	$7,472,638	OtherInvestmentsBOYAmt
Other Investments EOY	$7,310,681	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$13,741,522	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$7,750,503	TotalAssetsBOYAmt
Total Assets EOY	$7,373,431	TotalAssetsEOYAmt
Total Assets EOYFMV	$13,804,272	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$23,309	AccountsPayableBOYAmt
Accounts Payable EOY	-$6,473	AccountsPayableEOYAmt
Total Liabilities BOY	$23,309	TotalLiabilitiesBOYAmt
Total Liabilities EOY	-$6,473	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$7,727,193	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$7,379,903	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$7,727,193	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$7,379,903	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$7,750,502	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$7,373,430	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$7,727,193	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$347,290	ExcessRevenueOverExpensesAmt
Subtotal	$7,379,903	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$7,379,903	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDesc	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
GOLDMAN SACHS #9057	2025-12-31	$225,000	$244,444	-$19,444	-$19,444
GOLDMAN SACHS #9057	2025-12-31	$117,000	$114,569	$2,549	$2,431
GOLDMAN SACHS #6748	2025-12-31	$8,000	$8,047	-$24	-$47
GOLDMAN SACHS #6748	2025-12-31	$424,085	$173,805	$253,161	$250,280
CAPITAL GAIN DIVIDENDS				$189,158		P
CAPITAL GAIN DIVIDENDS				$189,158		P
CAPITAL GAIN DIVIDENDS				$189,158		P
CAPITAL GAIN DIVIDENDS				$189,158		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$425,400	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$9,550	InvestmentIncomeExciseTaxAmt
Subtotal	$9,550	SubtotalAmt
Tax Based On Investment Income	$9,550	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,000	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$9,500	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$12,500	TotalPaymentsAndCreditsAmt
Es Penalty	$247	EsPenaltyAmt
Overpayment	$2,703	OverpaymentAmt
Applied To ES Tax	$2,703	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	TX	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	RICHARD AGEE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7134631500	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1251 LUMPKIN RD	AddressLine1Txt
City	Houston	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77043	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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
Judith Agee
1251 Lumpkin Rd	Houston	TX	77043	President	1.0	$0	$0	$0
Richard Agee
1251 Lumpkin Rd	Houston	TX	77043	Treasurer/Secretary	1.0	$0	$0	$0
Erin Agee Riley
1251 Lumpkin Rd	Houston	TX	77043	Vice President	1.0	$0	$0	$0
Benjamin Agee
1251 Lumpkin Rd	Houston	TX	77043	Director	20.0	$447,200	$0	$42,787

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$13,000,462	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$129,502	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$13,129,964	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$13,129,964	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$196,949	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$12,933,015	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$646,651	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$646,651	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$9,550	TaxBasedOnInvestmentIncomeAmt
Total Tax	$9,550	TotalTaxAmt
Distributable Before Adj	$637,101	DistributableBeforeAdjAmt
Distributable Before Ded	$637,101	DistributableBeforeDedAmt
Distributable As Adjusted	$637,101	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,022,945	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$1,022,945	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$637,101	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2023	PriorYear1Yr
Prior Year2	2022	PriorYear2Yr
Prior Year3	2021	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$140,522	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$225,617	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$366,139	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,022,945	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$637,101	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$385,844	RemainingDistriFromCorpusAmt
Total Corpus	$751,983	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$751,983	ExcessDistriCyovToNextYrAmt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$140,522	ExcessFromYear2Amt
Excess From Year1	$225,617	ExcessFromYear1Amt
Excess From Current Year	$385,844	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	RICHARD JUDITH AGEE	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	Benjamin Agee	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1251 Lumpkin Rd	AddressLine1Txt
City	Houston	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77043	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	7134631500	RecipientPhoneNum
Recipient Email Address	ben@ageefamilyfoundation.com	RecipientEmailAddressTxt
Form And Info And Materials	IN WRITING	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
GIGI'S PLAYHOUSE DOWN SYNDROME ACHIEVEMENT CENTER
2350 WEST HIGGINS RD	HOFFMAN ESTATES	IL	60169	NONE	PC	SUPPORT AND EDUCATION FOR INDIVIDUALS WITH DOWN SYNDROME AND THEIR FAMILIES	$15,000
ST PAUL'S CHOIR SCHOOL
29 MOUNT AUBURN ST	CAMBRIDGE	MA	01238	NONE	PC	EDUCATION AND MUSIC	$20,000
HOUSTON ACHIEVEMENT PLACE
245 WEST 17TH ST	HOUSTON	TX	77008	NONE	PC	SERVING CHILDREN WHO ARE DISADVANTAGED, UNDER-SERVED, AND FROM LOW INCOME FAMILIES	$75,000
Horizons at St David's School
12 East 89th St	New York	NY	10128	NONE	PC	LEARNING PROGRAM TO CLOSE THE OPPORTUNITY GAP	$5,000
ST JOHN PAUL II FOUNDATION
7730 WESTVIEW	HOUSTON	TX	77055	NONE	PC	PROCLAIMING THE GOOD NEWS ABOUT LIFE AND FAMILY THROUGH EDUCATION AND FORMATION	$30,000
SUA SPONTE FOUNDATION
PO BOX 60281	SAVANNAH	GA	31420	NONE	PC	PROVIDE ASSISTANCE TO RANGERS AND THEIR FAMILIES	$8,000
HOUSTON PHILANTHROPY CIRCLE
4550 POST OAK PLACE DR STE 451	HOUSTON	TX	77027	NONE	PC	TO EMPOWER PHILANTHROPISTS WITH NETWORKING OPPORTUNITIES AMONGST THEIR PEERS AS WELL AS TO INTRODUCE NONPROFITS TO THIS DONOR COMMUNITY	$2,000
INSTITUTE FOR SPIRITUALITY AND HEALTH
8100 GREENBRIAR STE 300	HOUSTON	TX	77054	NONE	PC	TO ENHANCE WELL-BEING BY EXPLORING THE RELATIONSHIP BETWEEN SPIRITUALITY AND HEALTH	$60,000
CCSC - CHRISTIAN COMMUNITY SERVICE CENTER
3224 MERCER ST	HOUSTON	TX	77027	NONE	PC	EDUCATION/SERVICE TO THE POOR	$45,000
Big Country FCA
PO Box 6605	ABILENE	TX	79608	NONE	PC	CHRISTIAN SPORTS MINISTRY	$10,000
Little Sisters of Assumption Health Service
333 E 115th St	New York	NY	10029	NONE	PC	To empower vulnerable families and children by meeting their basic needs for food, healthcare, education and a safe home, in the belief that affirming families in their own dignity improves the entire community	$40,000
Christ The King Presbyterian Church
1201 Silber Road	Houston	TX	77055	NONE	PC	CHURCH	$12,000
Sharpen Recovery
PO Box 131364	HOUSTON	TX	77219	NONE	PC	To raises money, invests the assets, and annually disperses the earned income to the Academy	$50,000
Summerhouse Houston
1424 Waseca St	Houston	TX	77055	NONE	PC	Community-based day services and supported employment services	$40,000
Our Lady of Walsingham
7809 Shady Villa Lane	Houston	TX	77055	NONE	PC	Help improving the lives of children who need the help	$10,000
Strake Jesuit
8900 Bellaire Blvd	Houston	TX	77036	NONE	PC	Charity	$25,000
Challenged Athlete Foundation
9591 Waples St	San Diego	CA	92121	NONE	PC	Charity	$5,000
Discalced Carmelite Nuns
221 5th Street	Alexandria	SD	57311	NONE	PC	Charity	$5,000
Discalced Hermits
6 Carrolls Tract Rd 485	Fairfield	PR	17320	NONE	PC	Charity	$5,000
Archdiocese for Military Services
1025 Michigan Ave NE	Washington	DC	20017	NONE	PC	Charity	$10,000
American Suicide Prevention Society
199 Water Street 11th Floor	New York	NY	10038	NONE	PC	Charity	$10,000
Multidisciplinary Assoc of Psy Studies
3141 Stevens Creek Blvd 40563	San Jose	CA	951171141	NONE	PC	Charity	$10,000
Central Park Conservancy
717 5th Ave	New York	NY	10022	None	PC	Charity	$5,000
New York Philharmonic
10 Lincoln Center Plaza	New York	NY	100236970	NONE	PC	Charity	$5,265
Philanthropy Round Table
1120 20th Street NW Suite 400N	Washington	DC	20036	None	PC	Contribution to Philanthropy Round Table for Membership	$2,564

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$504,829	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$338,045	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$425,400	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$763,445	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$763,445	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$2,870	Amt
Net Investment Income	$2,870	NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUP/COMPUTER/INSU/TELE	$1,938	$969	$969
OTHER EXPENSES	$5,145

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	MGMT/INVESTMENT FEES #16674	CategoryTxt
Amt	$67,888	Amt
Net Investment Income	$67,888	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXCISE TAXES	$6,249
PAYROLL TAXES	$27,160	$27,160
FOREIGN TAXES	$4,669		$4,669

AGEE FAMILY FOUNDATION: Form 990PF, tax year 2025

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

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