STRAKE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STRAKE FOUNDATION (EIN 76-0041524)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-03
- IRS object ID
- 202632479349100703
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-03T04:26:04-00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760080978 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BREEDLOVE & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17014 Seven Pines Dr | AddressLine1Txt |
| City | Spring | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77379 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760041524 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRAKE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STRA | BusinessNameControlTxt |
| Phone | 7134001179 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5847 SAN FELIPE ST STE 4160 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDALL WOODRUFF | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7134001179 | PhoneNum |
| Signature | 2026-08-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE B HUNT | PreparerPersonNm |
| PTIN | P01706791 | PTIN |
| Phone | 2813791065 | PhoneNum |
| Preparation | 2026-09-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $72,848,544 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $229,395 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $229,395 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,055,610 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,055,610 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,787,752 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,224,800 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,787,752 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $704,938 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $704,938 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,777,695 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,777,695 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $239,670 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $47,934 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $191,736 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $94,371 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $18,874 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $75,497 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $94,415 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $18,883 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $75,532 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,202 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,601 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,601 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $189,278 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $189,278 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,981 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,981 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $4,557 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $4,557 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $57,106 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $35,406 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $21,700 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,087 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,074 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,013 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,270 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,752 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,518 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $733,937 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $340,340 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $393,597 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,940,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,940,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,673,937 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $340,340 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,333,597 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,103,758 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,437,355 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $83,377 | CashBOYAmt |
| Cash EOY | $48,705 | CashEOYAmt |
| Cash EOYFMV | $48,705 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,067,524 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,369,539 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,369,539 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $14,910 | AcctRcvblAmt |
| Acct Rcvbl BOY | $16,994 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $14,910 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $14,910 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $35,092,703 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,186,704 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,150,339 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,040,164 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,854,893 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,854,893 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $58,755 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,557 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $54,198 | LandEOYAmt |
| Land EOYFMV | $54,198 | LandEOYFMVAmt |
| Other Assets BOY | $25,010 | OtherAssetsBOYAmt |
| Other Assets EOY | $355,960 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $355,960 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $47,325,772 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,884,909 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $72,848,544 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $457 | AccountsPayableEOYAmt |
| Deferred Revenue EOY | $12,179 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $23,258 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $334,667 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23,258 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $347,303 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $47,302,514 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $51,537,606 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,302,514 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,537,606 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,325,772 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,884,909 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,302,514 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,103,758 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,026,157 | OtherIncreasesAmt |
| Subtotal | $52,432,429 | SubtotalAmt |
| Other Decreases | $894,823 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,537,606 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | P | HowAcquiredCd |
| Acquired | 2025-01-01 | AcquiredDt |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $15,224,800 | GrossSalesPriceAmt |
| Cost Or Other Basis | $10,437,048 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,787,752 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,787,752 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,787,752 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,787,752 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $103,379 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $103,379 | SubtotalAmt |
| Tax Based On Investment Income | $103,379 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $84,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $84,500 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $84,500 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,932 | EsPenaltyAmt |
| Tax Due | $21,811 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MR RANDALL WOODRUFF | IndividualWithBooksNm |
| Phone | 7134001170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5847 SAN FELIPE ST SUITE 4160 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | 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 |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| RANDALL K WOODRUFF | |||||||
| 5847 SAN FELIPE ST STE 4160 | HOUSTON | TX | 77057 | EXEC DIR | 032.00 | $199,170 | $24,471 |
| DIANA D HOOVER | |||||||
| 5847 SAN FELIPE ST STE 4160 | HOUSTON | TX | 77057 | VICE PRESIDENT | 002.00 | $4,500 | |
| ROBERT S PARSLEY | |||||||
| 5847 SAN FELIPE ST STE 4160 | HOUSTON | TX | 77057 | SECRETARY | 002.00 | $4,500 | |
| GREGORY P STRAKE | |||||||
| 5847 SAN FELIPE ST STE 4160 | HOUSTON | TX | 77057 | DIRECTOR | 002.00 | $4,500 | |
| BRIAN PARSLEY | |||||||
| 5847 SAN FELIPE ST STE 4160 | HOUSTON | TX | 77057 | DIRECTOR | 002.00 | $4,500 | |
| JOHN S PARSLEY | |||||||
| 5847 SAN FELIPE ST STE 4160 | HOUSTON | TX | 77057 | DIRECTOR | 002.00 | $4,500 | |
| GEORGE W STRAKE III | |||||||
| 5847 SAN FELIPE ST STE 4160 | HOUSTON | TX | 77057 | PRESIDENT/TREASURER | 005.00 | $4,500 | |
| STEPHEN D STRAKE | |||||||
| 5847 SAN FELIPE ST STE 4160 | HOUSTON | TX | 77057 | DIRECTOR | 002.00 | $4,500 | |
| KATHY COVEY | |||||||
| 5847 SAN FELIPE ST STE 4160 | HOUSTON | TX | 77057 | DIRECTOR | 002.00 | $4,500 | |
| COLLEEN STROUP | |||||||
| 5847 SAN FELIPE ST STE 4160 | HOUSTON | TX | 77057 | DIRECTOR | 002.00 | $4,500 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA JUNG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5847 SAN FELIPE ST STE 4160 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SECRETARY | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 040.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMERICANA PARTNERS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 LOUISIANA STREET SUITE 2420 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $189,278 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 151 GRANTS TO VARIOUS CHURCHES, SCHOOLS AND OTHER NONPROFIT CAUSES | Description1Txt |
| Expenses1 | $2,940,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $68,469,059 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $412,919 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,067,386 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $70,949,364 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $70,949,364 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,064,240 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $69,885,124 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,494,256 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,494,256 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $103,379 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $103,379 | TotalTaxAmt |
| Distributable Before Adj | $3,390,877 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,390,877 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,390,877 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,333,597 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,333,597 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,390,877 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $214,332 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $378,368 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,592 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $46,967 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $453,137 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,094,396 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,333,597 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,176,545 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $214,332 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $214,332 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $880,064 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $880,064 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $378,368 | ExcessFromYear4Amt |
| Excess From Year3 | $1,592 | ExcessFromYear3Amt |
| Excess From Year2 | $46,967 | ExcessFromYear2Amt |
| Excess From Year1 | $453,137 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANTS ADMINISTRATOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5847 SAN FELIPE ST SUITE 4160 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7134001170 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATIONS ARE PROCESSED ONLINE. TO RECEIVE THE LINK TO THE PORTAL SEND EMAIL TO FOUNDATIONSTRAKE.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | MAXIMUM OF 1 GRANT APPLICATION / CALENDAR YEAR, EMPHASIS IS LOCAL TO HOUSTON, 501C3 ORGANIZATIONS. PRIMARY GIVING CATEGORIES ARE CATHOLIC INSTITUTIONS, YOUTH EDUCATION HIGH SCHOOL AND ABOVE, WOMENS HEALTH PRO LIFE, FREE MARKETS AND INDIVDUAL LIBERTY, HOUSTON CIVIC AND COMMUNITY, HOUSTON HOMELESS AND LOW INCOME | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (151 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 29 Acres | ||||||
| 3000 Moseley | Cross Roads | TX | 76227 | PC | Helps reimagine what adulthood can look like for people with disabilities including autism | $5,000 |
| 4th Wall Theatre Company | ||||||
| 1824 Spring Street Studio 101 | Houston | TX | 77007 | PC | Support for local play - Our Town | $7,500 |
| AD Players | ||||||
| 5420 Westheimer Rd | Houston | TX | 77056 | PC | Theatre for Young Audiences Support | $10,000 |
| Amazing Place | ||||||
| 3735 Drexel | Houston | TX | 77027 | PC | Annual Dinner Sponsor | $25,000 |
| American Cornerstone Institute | ||||||
| 50 F St NW Suite 530 | Washington | DC | 20001 | PC | Star Spangled Adventures-Americas 250th | $15,000 |
| American Enterprise Institute | ||||||
| 1789 Massachusetts Avenue NW | Washington | DC | 20001 | PC | Constitutional Studies Dept Support | $7,500 |
| American Values | ||||||
| 2800 S Shirlington Rd 950 | Arlington | VA | 22206 | PC | Pro Life Advocates | $5,000 |
| Angel Flight South Central | ||||||
| PO Box 2207 | Addison | TX | 75001 | PC | Access to Care - Medical Air Transport | $15,000 |
| Arms Wide | ||||||
| 6925 Portwest Drive Suite 110 | Houston | TX | 77024 | PC | Houston Foster Care Adoption Program | $5,000 |
| Barbara Bush Houston Literacy Fdn | ||||||
| 7887 San Felipe Ste 250 | Houston | TX | 77063 | PC | A Celebration of Reading Sponsorship | $15,000 |
| Bayou Preservation Association | ||||||
| 2339 Commerce 163 | Houston | TX | 77002 | PC | Protect and restore Houstons bayous | $5,000 |
| Big Brothers Big Sisters Lone Star | ||||||
| 1003 Washington Avenue | Houston | TX | 77002 | PC | One to One Mentoring for Youth Facing Adversity | $20,000 |
| Blood Cancer United | ||||||
| 5090 Richmond 147 | Houston | TX | 77056 | PC | General Operating Support | $2,500 |
| Bo's Place | ||||||
| 10050 Buffalo Speedway | Houston | TX | 77054 | PC | Hispanic/Latino Grief Initiative | $10,000 |
| Boys and Girls Country | ||||||
| 18806 Roberts Rd | Hockley | TX | 77447 | PC | General Operating Support | $20,000 |
| Breakthrough Central Texas | ||||||
| 3100 E 5th Street Suite 375 | Austin | TX | 78702 | PC | General Operating Support | $5,000 |
| Bridges to Life | ||||||
| PO Box 570895 | Houston | TX | 77257 | PC | General Operating Funds | $25,000 |
| Brookwood Community | ||||||
| 1752 FM 1489 | Brookshire | TX | 77423 | PC | General Operating Funds | $15,000 |
| Buffalo Bayou Partnership | ||||||
| 1019 Commerce St Suite 200 | Houston | TX | 77002 | PC | General Operating Support | $5,000 |
| Camp Allen Conference &I Retreat Center | ||||||
| 18800 FM 362 | Navasota | TX | 77868 | PC | General Operating Support | $5,000 |
| Candlelighters | ||||||
| 12919 Southwest Fwy Suite 100 | Stafford | TX | 77477 | PC | Practical Support for Basic Needs Hospital Parking Assistance | $10,000 |
| Care Net | ||||||
| 44180 Riverside Parkway Suite 200 | Lansdowne | VA | 20176 | PC | Texas-Based Pregnancy Decision Line Emergency Care Project | $5,000 |
| Casa de Esperanza | ||||||
| PO Box 301209 | Houston | TX | 77230 | PC | Foster Care | $20,000 |
| Cathedral High School | ||||||
| 7726 Westview Dr | Houston | TX | 77055 | PC | Fiat Lux-Let There be Light Gala Sponsorship | $25,000 |
| Catholic Charities of Archdiocese GaHou | ||||||
| 2900 Louisiana St | Houston | TX | 77006 | PC | Wine and Dine Sponsorship | $25,000 |
| Chambers County Children's Museum | ||||||
| 10955 Eagle Dr | Mt Belvieu | TX | 77523 | PC | Expansion for After School Program | $10,000 |
| Child Advocates | ||||||
| 3701 Kirby Dr Suite 400 | Houston | TX | 77098 | PC | Court Services | $7,500 |
| Children at Risk | ||||||
| PO Box 56003 | Houston | TX | 77256 | PC | Empowering Teachers and Students through Texas A Challenge | $20,000 |
| Communities in Schools of Houston | ||||||
| 1111N Loop W Suite 300 | Houston | TX | 77008 | PC | CIS Annual Stay in School Gala Sponsor | $5,000 |
| My Connect Community | ||||||
| 6700 Bellaire Blvd | Houston | TX | 77074 | PC | General Operating Support | $10,000 |
| Conroe Symphony Orchestra | ||||||
| 1500 N Frazier St | Conroe | TX | 77301 | PC | Celebrating America Patriotic Concert | $1,000 |
| Contemplative Network | ||||||
| PO Box 941464 | Houston | TX | 77094 | PC | Scholarships | $10,000 |
| Coreluv International | ||||||
| 3353 Egin Street | Houston | TX | 77004 | PC | Coreluvs Fall Student Outreach | $15,000 |
| Covenant House | ||||||
| 1111 Lovett Blvd | Houston | TX | 77006 | PC | Expanded Operations on new campus | $15,000 |
| Crime Stoppers of Houston | ||||||
| 3001 Main St | Houston | TX | 77002 | PC | Annual Luncheon Sponsorship | $10,000 |
| Cristo Rey Dallas College Preparatory | ||||||
| 9701 San Leon Ave | Dallas | TX | 75217 | PC | Tuition Support | $25,000 |
| Cy-Fair Helping Hands | ||||||
| 7710 Cherry Park Dr T385 | Houston | TX | 77095 | PC | Back to School Bash 2025 | $1,000 |
| Dallas Children's Theater | ||||||
| 5938 Skillman St | Dallas | TX | 75231 | PC | Student Matinee Performance Series | $15,000 |
| Education Programs Inspiring Communities | ||||||
| 707 Lehman St | Houston | TX | 77018 | PC | Expanding General Operations | $7,500 |
| Evergreen Freedom Foundation | ||||||
| PO Box 552 | Olympia | WA | 98507 | PC | Worker Freedom General Operations | $7,500 |
| Experience Camps | ||||||
| 136 Main St Suite 206 | Westport | CT | 06880 | PC | Programs for Grieving | $15,000 |
| Faith in Practice | ||||||
| 7500 Beechnut | Houston | TX | 77074 | PC | Expanding General Operations | $200,000 |
| Fellowship of Catholic University Students | ||||||
| 603 Park Point Dr | Golden | CO | 80401 | PC | Cultivating Faithful Leaders for our Country | $25,000 |
| First Tee of Greater Houston | ||||||
| 8400 Mykawa Rd | Houston | TX | 77048 | PC | Capital Campaign | $12,500 |
| Focus on the Family | ||||||
| 8605 Explorer Dr | Colorado Springs | CO | 80920 | PC | Marriage and Family Counseling | $35,000 |
| Foundation for Autism Care Education & Services | ||||||
| 13121 Louetta Rd 1360 | Houston | TX | 77429 | PC | Help and Hope for Houston Children with Autism | $5,000 |
| Free Wheel Chair Mission | ||||||
| 15279 Alton Parkway Suite 300 | Irvine | CA | 92618 | PC | Free wheelchairs for Disabled living in Developing countries | $7,500 |
| Friends of Pumpkin Park | ||||||
| 3737 Buffalo Speedway Suite 200 | Houston | TX | 77098 | PC | Opening the Door to Childrens Dreams Project | $50,000 |
| Galveston Bay Foundation | ||||||
| 1725 Hwy 146 | Kemah | TX | 77656 | PC | Guardian Gala | $5,000 |
| Girl Scouts | ||||||
| 3110 Southwest Freeway | Houston | TX | 77098 | PC | Gold Award Program | $7,500 |
| Goldwater Institute | ||||||
| 500 E Coronado Rd | Phoenix | AZ | 85004 | PC | Adding to the Momentum for Freedom in Texas | $5,000 |
| Good Works Collective | ||||||
| PO Box 7573 | Houston | TX | 77248 | PC | Good Works Collective Cohorts 34 | $10,000 |
| Gratia Plena | ||||||
| 10707 Corporate Dr Suite 35 | Stafford | TX | 77477 | PC | Furniture for Chapel | $10,000 |
| Harvest Family Church | ||||||
| 303 Post Oak Dr | Conroe | TX | 77301 | PC | Harvest Family Youth Camps/Leadership Programs | $10,000 |
| HeartGift | ||||||
| 3310 W Braker LaneBldg II Suite 300 | Austin | TX | 78758 | PC | Party with a Purpose Gala Sponsorship | $10,000 |
| Hope and Healing Center & Institute | ||||||
| 717 Sage Rd | Houston | TX | 77056 | PC | General Operating | $10,000 |
| Houston Achievement Place | ||||||
| 245 W 17th Street | Houston | TX | 77008 | PC | Project Class | $10,000 |
| Houston Aphasia Recovery Center | ||||||
| 5005 Wooday Dr Suite 110 | Houston | TX | 77056 | PC | Annual Luncheon Sponsorship | $25,000 |
| Houston Arboretum & Nature Center | ||||||
| 4501 Woodway Drive | Houston | TX | 77024 | PC | STEM-based Environmental Education for K-5 Students | $7,500 |
| Houston Center for Contemporary Craft | ||||||
| 4848 Main Street | Houston | TX | 77002 | PC | Educational Programming | $15,000 |
| Houston Children's Chorus | ||||||
| PO Box 6567 | Houston | TX | 77266 | PC | Annual Luncheon Sponsorship | $3,000 |
| Houston Christian University | ||||||
| 7501 Fondren Rd | Houston | TX | 77074 | PC | Annual Gala Sponsorship | $10,000 |
| Houston Coalition for Life | ||||||
| 2925 W TC Jester Blvd Suite 5 | Houston | TX | 77018 | PC | Operating Support for the need of 5 Blue Blossom Pregnancy Centers | $20,000 |
| Houston Furniture Bank | ||||||
| 8220 Mosely Rd | Houston | TX | 77075 | PC | No Kids on the Floor Gala Sponsorship | $13,000 |
| Houston Hospice | ||||||
| 1905 Holcombe Blvd | Houston | TX | 77030 | PC | Operating Support | $10,000 |
| Houston Methodist Foundation | ||||||
| 1707 Sunset Blvd | Houston | TX | 77005 | PC | Houston Methodist Annual Gala Sponsorship | $25,000 |
| Houston Museum of Natural Science | ||||||
| 5555 Hermann Dr | Houston | TX | 77030 | PC | Annual Gala Sponsorship | $15,000 |
| Houston Symphony Society | ||||||
| 615 Louisiana Suite 102 | Houston | TX | 77002 | PC | Education Community Engagement Initiatives | $5,000 |
| Houston Tri Delta Philanthropies Inc | ||||||
| PO Box 79304 | Houston | TX | 77279 | PC | The Sale Sponsorship | $30,000 |
| Houston Zoo | ||||||
| 1513 Cambridge Street | Houston | TX | 77030 | PC | On-site CT Scanner Vet Residency Program | $25,000 |
| Incarnate Word Academy | ||||||
| 2920 S Alameda St | Corpus Christi | TX | 78404 | PC | Tuition Assistance | $10,000 |
| Institute for Spirituality & Health | ||||||
| 8100 Greenbriar Dr Suite 300 | Houston | TX | 77054 | PC | Annual Fundraising Dinner Sponsorship | $5,000 |
| Jesuit College Preparatory of Dallas | ||||||
| 12345 Inwood Rd | Dallas | TX | 75244 | PC | Tuition Assistance | $10,000 |
| John Fairey Garden | ||||||
| 20559 FM 359 Rd | Hempstead | TX | 77445 | PC | Taking Root Luncheon Sponsorship | $5,000 |
| Judicial Watch | ||||||
| 425 Third Street SW Suite 800 | Washington | DC | 20024 | PC | Election Law Program | $5,000 |
| Junior League of Houston | ||||||
| 1811 Briar Oaks Ln | Houston | TX | 77027 | PC | Centennial Building Campaign | $25,000 |
| Kerr County Relief Fund | ||||||
| 241 Earl Garrett St | Kerrville | TX | 78028 | PC | Assistance for Flood Victims | $50,000 |
| Kid's Meals Inc | ||||||
| 8790 Hamerly Blvd | Houston | TX | 77080 | PC | 2025 Healthy Meal Deliveries | $20,000 |
| Loving Houston | ||||||
| PO Box 4356 Dept 2287 | Houston | TX | 77210 | PC | Programs Operations | $5,000 |
| Main Street Ministries | ||||||
| 5100 Travis Street | Houston | TX | 77002 | PC | Life Empowerment | $10,000 |
| Make-A-Wish Texas Gulf Coast and Louisiana | ||||||
| 12625 Southwest Frwy | Stafford | TX | 77477 | PC | Wishes Hope in Greater Houston | $7,500 |
| Marbridge Fdn | ||||||
| 2310 Bliss Spillar Rd | Manchaca | TX | 78652 | PC | Benevolent Care Program | $15,000 |
| Media Research Center | ||||||
| 2340 Dulles Corner Blvd Suite 1000 | Herndon | VA | 20171 | PC | Defending the First Amendment The Fight for Free Speech | $15,000 |
| Memorial Hermann Foundation | ||||||
| 929 Gessner Rd Suite 2650 | Houston | TX | 77024 | PC | 2025 Gala Sponsorship | $25,000 |
| Mercy Gate Ministries | ||||||
| PO Box 590 | Ingram | TX | 78025 | PC | Chaplain Prison Ministry | $5,000 |
| Metanoia | ||||||
| PO Box 178 | Zachary | LA | 70791 | PC | Hospitaler Sisters of Mercy | $25,000 |
| Military Community Youth Ministries | ||||||
| 540 N Cascade Ave Suite 300 | Colorado Springs | CO | 80903 | PC | Texas Military Teens Camp Scholarships | $5,000 |
| Miracle Foundation | ||||||
| 1506 W 6th Street | Austin | TX | 78703 | PC | Annual Gala Sponsorship | $7,500 |
| Mission Success | ||||||
| PO Box 540963 | Houston | TX | 77254 | PC | General Operating Funds | $5,000 |
| Momentum Foundation | ||||||
| 14450 T C Jester Blvd | Houston | TX | 77014 | PC | High School Fellowship | $10,000 |
| National Cemetery Council Gr Houston | ||||||
| 10410 Veterans Memorial Dr | Houston | TX | 77038 | PC | Support for Purchasing new Flags | $15,000 |
| National Pediatric Cancer Fdn | ||||||
| 5550 West Executive Dr Suite 200 | Tampa | FL | 33609 | PC | Fashion Funds the Cure - Houston | $5,000 |
| Nehemiah Center | ||||||
| 5015 Fannin St | Houston | TX | 77004 | PC | General Operating Funds | $10,000 |
| Network of Enlightened Women | ||||||
| 1360 East Capitol St NE | Washington | DC | 20003 | PC | Building a Community for Young Conservative Women | $10,000 |
| Neuhaus Education Center | ||||||
| 4433 Bissonnet St | Bellaire | TX | 77401 | PC | Margaret H. Ley Adult Literacy Program | $5,000 |
| Next Ops | ||||||
| 2929 McKinney St | Houston | TX | 77001 | PC | Veteran Employment Project | $2,500 |
| Nick Finnegan Counseling Center | ||||||
| 2714 Joanel St | Houston | TX | 77027 | PC | Supporting Mental Health Counseling Outreach | $20,000 |
| One Love | ||||||
| PO Box 69589 | Baltimore | MD | 21264 | PC | Foundation Support for Rape Victims | $20,000 |
| Open Dance Project | ||||||
| 747 N Shepherd Dr Suite 100 | Houston | TX | 77007 | PC | Immersive Dance Programs | $10,000 |
| Our Lady of Dallas Cistercian Abbey | ||||||
| 3550 Cistercian Rd | Irving | TX | 75039 | PC | Abbey Expansion | $20,000 |
| Our Lady of the Hills | ||||||
| 235 Peterson Fam Rd | Kerrville | TX | 78028 | PC | General Operating Funds | $20,000 |
| Paradisus Dei | ||||||
| PO Box 19127 | Houston | TX | 77224 | PC | General Operating Funds | $15,000 |
| Pathways for Little Feet | ||||||
| 9 Greenway Plaza Suite 3150 | Houston | TX | 77046 | PC | Little Plates Event Sponsorship | $15,000 |
| Pontifical North American College | ||||||
| 3211 4th NE | Washington | DC | 20017 | PC | Support for Annual Retreat for Seminarians | $25,000 |
| Pro-Vision Inc | ||||||
| 2656 South Loop West Suite 650 | Houston | TX | 77054 | PC | 70s Gala Sponsorship | $20,000 |
| Rotary Foundation Lombardi Award | ||||||
| 280-2 Timmons Lane Suite 22027 | Houston | TX | 77027 | PC | Lombardi Award Dinner Sponsorship | $25,000 |
| Sailing Angels Fdn | ||||||
| 1714 Festival Dr | Houston | TX | 77062 | PC | Health Wellness for the Special Needs Community | $10,000 |
| Saint Constantine School | ||||||
| 7177 Regency Square Rd | Houston | TX | 77036 | PC | General Operating | $15,000 |
| San Juan Diego Catholic HS | ||||||
| 2512 S 1st Street | Austin | TX | 78704 | PC | Tuition Assistance | $15,000 |
| Search Homeless Services | ||||||
| 2015 Congress Street | Houston | TX | 77002 | PC | For a Houston Without Homelessness | $7,500 |
| Search Ministries | ||||||
| 1300 S University | Forth Worth | TX | 76107 | PC | Local Field Staff Support | $15,000 |
| Society of St Vincent DePaul | ||||||
| 2403 Holcombe Blvd | Houston | TX | 77021 | PC | General Operating Support | $20,000 |
| Special Olympics Texas | ||||||
| 2501 Central Texas Parkway Suite C1 | Houston | TX | 77092 | PC | Support Special Olympic Athletes in the Houston Area | $5,000 |
| Spring Spirit | ||||||
| 8526 Pitner Rd | Houston | TX | 77080 | PC | Annual Breakfast Sponsorship | $150,000 |
| St Pius X High School | ||||||
| 811 W Donovan St | Houston | TX | 77091 | PC | Educational General Operating Support | $120,000 |
| St Thomas High School | ||||||
| 4500 Memorial Dr | Houston | TX | 77007 | PC | Educational General Operating Support | $500,000 |
| Stoney Creek Foundation | ||||||
| 510 Bering Dr Suite 212 | Houston | TX | 77057 | PC | Growing for Good, Growing in Faith Capital Campaign | $15,000 |
| Strake Jesuit College Preparatory | ||||||
| 8900 Bellaire Blvd | Houston | TX | 77036 | PC | Parsley Golf Tournament Sponsorship | $25,000 |
| Strong After | ||||||
| 15201 Ventura Blvd Suite B570 | Sherman Oaks | CA | 91403 | PC | Technology Development Support | $20,000 |
| Target Hunger | ||||||
| 1260 Shotwell Street | Houston | TX | 77020 | PC | Food Assistance Program | $10,000 |
| Texas Center for the Missing | ||||||
| 2500 Bolsover St | Houston | TX | 77005 | PC | Interactive Internet Safety Training, Train the Trainer classes, Missing Child Awareness Prevention | $2,500 |
| Texas Children's Hospital | ||||||
| Office of Philanthropy Suite 5214 | Houston | TX | 77030 | PC | An Evening with a Legend Sponsorship | $10,000 |
| Texas Public Policy Fdn | ||||||
| 901 Congress Ave | Austin | TX | 78701 | PC | Protecting Texas Border Election Integrity Project | $30,000 |
| Texas Right To Life Education Fund | ||||||
| PO Box 36560 | Houston | TX | 77236 | PC | Dr. Joseph Graham Fellowship Program | $10,000 |
| Texas State Historical Assc | ||||||
| PO Box 5428 | Austin | TX | 78763 | PC | Texas Revolution Symposium | $10,000 |
| Texas State History Museum Fdn | ||||||
| PO Box 12456 | Austin | TX | 78711 | PC | 2025 Gala Sponsorship | $15,000 |
| Texsar | ||||||
| 13501 Ranch Rd 12 Suite 103 | Wimberley | TX | 78676 | PC | Support for Missing Persons Program | $20,000 |
| The Beacon | ||||||
| 1117 Texas Ave | Houston | TX | 77002 | PC | Meeting essentials needs in the Beacon Day Center | $10,000 |
| The Bryan Museum | ||||||
| 1315 21st St | Galveston | TX | 77550 | PC | Empowering Texas Through Education | $10,000 |
| The Children's Fund | ||||||
| 5773 Woodway Dr Suite 189 | Houston | TX | 77057 | PC | 20205 Gala Sponsorship | $12,000 |
| The Council on Recovery | ||||||
| 303 Jackson Hill St | Houston | TX | 77007 | PC | Increasing Access to Substance Use Behavioral Health Services | $10,000 |
| The Gathering of Men | ||||||
| 8300 Katy Freeway | Houston | TX | 77024 | PC | Discipleship Mentoring Program | $10,000 |
| The Health Museum | ||||||
| 1515 Hermann Drive | Houston | TX | 77030 | PC | General Operations Support | $15,000 |
| The Joy School | ||||||
| One Chelsea Blvd | Houston | TX | 77006 | PC | Student Tuition Assistance | $20,000 |
| The Rise School of Houston | ||||||
| 5618 H Mark Crosswell Jr St | Houston | TX | 77021 | PC | Tuition Scholarship Program | $20,000 |
| The Stewpot | ||||||
| 1610 S Malcolm X Blvd | Dallas | TX | 75266 | PC | Support for Dallas Homeless | $5,000 |
| The Westview School | ||||||
| 1900 Kersten Dr | Houston | TX | 77043 | PC | Educational Support for Autistic Students | $25,000 |
| The Women's Home | ||||||
| 607 Westheimer Rd | Houston | TX | 77006 | PC | Building whole lives for women family/General Operating | $7,500 |
| TIRR | ||||||
| 3355 W Alabama Ste 950 | Houston | TX | 77098 | PC | Moran Camp Xtreme | $10,000 |
| To Be Like Me | ||||||
| PO Box 600101 | Dallas | TX | 75360 | PC | Disability Awareness Program | $15,000 |
| Trees for Houston | ||||||
| 1911 W 34th Street | Houston | TX | 77018 | PC | General Operating Support | $5,000 |
| University Catholic Center | ||||||
| 2010 University Ave | Austin | TX | 78705 | PC | FOCUS Ministry | $25,000 |
| University of St Thomas | ||||||
| 3800 Montrose Blvd | Houston | TX | 77006 | PC | Annual Scholarship Gala Sponsorship | $10,000 |
| Ursuline Academy of Dallas | ||||||
| 4900 Walnut Hill Lane | Dallas | TX | 75229 | PC | The Ursuline Fund - Mission Global Education | $15,000 |
| Volunteer Interfaith Caregivers - SW | ||||||
| 9600 Gessner Rd | Houston | TX | 77071 | PC | Free Medical Transportation for Seniors | $5,000 |
| Western Academy | ||||||
| 1511 Butlercrest | Houston | TX | 77080 | PC | Western Academy Scholarship Fund | $25,000 |
| Wildlife Habitat Federation | ||||||
| PO Box 75 | Cat Spring | TX | 78933 | PC | Restoring Resilient Grassland Project | $5,000 |
| Wonders & Worries | ||||||
| 5850 San Felipe Suite 120 | Houston | TX | 77057 | PC | Building Capacity to Meet Significant Growth on their 5th anniversary. 5,000 to sponsor at 5th Anniversary Celebration | $15,000 |
| WorkFaith Connection | ||||||
| 4555 Dacoma St Suite 200 | Houston | TX | 77092 | PC | Job Readiness Career Coaching Support | $15,000 |
| Yellowstone Schools | ||||||
| 3000 Trulley St | Houston | TX | 77004 | PC | Supplement School Field Trips | $10,000 |
| Young Life Greater Houston | ||||||
| 900 Town Country Lane | Houston | TX | 77024 | PC | FY 26 Mentoring Support | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,940,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| First Tee Greater Houston | ||||||
| 7000 Capitol St | Houston | TX | 77011 | PC | Capital Campaign | $25,000 |
| St Agnes Academy | ||||||
| 9000 Bellaire Blvd | Houston | TX | 770364683 | PC | Capital Campaign | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $225,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,717 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,171,288 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,787,752 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionAmt |
|---|---|
| PARTNERSHIP INCOME | $704,875 |
| OIL GAS ROYALTIES | $63 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,777,695 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,777,695 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional Services - Audit Tax | CategoryTxt |
| Amt | $17,202 | Amt |
| Net Investment Income | $8,601 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,601 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|
| FURNITURE | 2025-07-01 | $29,108 | STRAIGHT LINE | $1,456 | $1,456 |
| LEASEHOLD IMPROVEMENTS | 2025-07-01 | $24,184 | STRAIGHT LINE | $2,418 | $2,418 |
| COMPUTER EQUIPMENT | 2025-07-01 | $5,463 | STRAIGHT LINE | $683 | $683 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HELD AT FIDELITY | StockNm |
| EOY Book Value | $32,186,704 | EOYBookValueAmt |
| EOYFMV | $53,150,339 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SALIENT NATURAL RESOURCE FUND, L.P. | FMV | $418,752 | $418,752 |
| ZARVONA FUND II-B LP | FMV | $436,141 | $436,141 |
| HIGHCREST CAPITAL | FMV | $1,000,000 | $1,000,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE | $29,108 | $1,456 | $27,652 | $27,652 |
| LEASEHOLD IMPROVEMENTS | $24,184 | $2,418 | $21,766 | $21,766 |
| COMPUTER EQUIPMENT | $5,463 | $683 | $4,780 | $4,780 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST RECEIVABLE | $25,010 | $17,692 | $17,692 |
| RENT DEPOSIT | $7,195 | $7,195 | |
| RIGHT-OF-USE ASSET | $331,073 | $331,073 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCISE TAX | $128,197 |
| UNREALIZED LOSS ON PARTNERSHIPS | $766,626 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,908 | $1,832 | $1,076 |
| TELEPHONE | $1,911 | $1,204 | $707 |
| OFFICE ADMIN SERVICES | $1,231 | $776 | $455 |
| COMPUTER OPERATIONS | $7,082 | $4,462 | $2,620 |
| GARAGE RENT | $2,598 | $1,637 | $961 |
| COMMUNICATIONS | $550 | $346 | $204 |
| DUES AND SUBSCRIPTIONS | $990 | $495 | $495 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $704,875 | $704,875 |
| OIL GAS ROYALTIES | $63 | $63 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON TAXABLE GAIN ON STOCK TRANSFER | Desc |
| Amt | $1,026,157 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL TAXES PAYABLE | $23,258 | $2,737 |
| OPERATING LEASE LIABILITY | $331,930 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $189,278 | Amt |
| Net Investment Income | $189,278 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $2,973 | $2,973 |
| PRODUCTION TAXES | $8 | $8 |
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