Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE WT & LOUISE J MORAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3843 N BRAESWOOD NO 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOUSTON, TX77025
A Employer identification number

76-0513027
B Telephone number (see instructions)

(713) 526-4171
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$54,115,556J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 9,196 7,939  
4 Dividends and interest from securities... 1,322,503 1,322,498  
5a Gross rents............ 18,468 18,468  
b Net rental income or (loss) 18,468
6a Net gain or (loss) from sale of assets not on line 10 2,893,470
b Gross sales price for all assets on line 6a 2,928,924
7 Capital gain net income (from Part IV, line 2)... 2,893,470
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 604,441 161,930  
12 Total. Add lines 1 through 11........ 4,848,078 4,404,305  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 200,000 120,000   80,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 54,446 27,223   27,223
b Accounting fees (attach schedule)....... Click to see attachment 45,533 40,980   4,553
c Other professional fees (attach schedule).... Click to see attachment 323,028 323,028   0
17 Interest............... 194,120 194,120   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 120,709 61,951   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 664 664   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 383,656 352,245   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,322,156 1,120,211   111,776
25 Contributions, gifts, grants paid....... 2,389,000 2,389,000
26 Total expenses and disbursements. Add lines 24 and 25 3,711,156 1,120,211   2,500,776
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,136,922
b Net investment income (if negative, enter -0-) 3,284,094
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. -4,033 37,483 37,483
2 Savings and temporary cash investments......... 1,688,177 952,316 952,316
3 Accounts receivable bullet84,103
Less: allowance for doubtful accounts bullet   35,329 84,103 84,103
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 23,705,619 Click to see attachment25,846,067 34,391,132
c Investments—corporate bonds (attach schedule)....... 6,172,651 Click to see attachment5,975,899 5,855,461
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 10,785,523 Click to see attachment10,832,095 11,195,061
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,600,000 Click to see attachment1,600,000 Click to see attachment1,600,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 43,983,266 45,327,963 54,115,556
Liabilities 17 Accounts payable and accrued expenses.......... 25,377  
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 4,800,000 Click to see attachment5,030,242
22 Other liabilities (describe bullet) Click to see attachment655 Click to see attachment3,565
23 Total liabilities (add lines 17 through 22)......... 4,826,032 5,033,807
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 39,157,234 40,294,156
30 Total net assets or fund balances (see instructions)..... 39,157,234 40,294,156
31 Total liabilities and net assets/fund balances (see instructions). 43,983,266 45,327,963
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
39,157,234
2
Enter amount from Part I, line 27a .....................
2
1,136,922
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
40,294,156
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
40,294,156
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a LITIGATION PROCEEDS P    
b PUBLICLY TRADED SECURITIES - CULLEN INVESTMENTS P    
c PUBLICLY TRADED SECURITIES - JP MORGAN TAP DYS P    
d PUBLICLY TRADED SECURITIES - JP MORGAN OAP P    
e PUBLICLY TRADED SECURITIES - JP MORGAN A P    
PUBLICLY TRADED SECURITIES - JP MORGAN Q P    
WTMI PROPERTIES I LTD - MORAN WIND-UP LP P    
WTMI PROPERTIES LLC - LJWTMI REALTY LLC P    
MRM LAND LTD P    
MRM LAND LTD P    
WTMI PROPERTIES I LTD - LJWTMI REALTY LLC P    
AP ENERGY INFRASTRUCTURE FUND P    
AP ENERGY INFRASTRUCTURE FUND P    
AP ENERGY INFRASTRUCTURE FUND P    
ATLANTIC TRUST GLOBAL LONG/SHORT FUND LLC P    
MORAN LAND LC P    
MORAN LAND LC P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 16,860     16,860
b 116,794     116,794
c     15,497 -15,497
d     13,903 -13,903
e 545,141     545,141
    5,861 -5,861
13,122     13,122
4,777     4,777
121,041     121,041
431,655     431,655
416,091     416,091
87,271     87,271
142,649     142,649
2,870     2,870
    193 -193
2,470     2,470
8,810     8,810
1,019,373     1,019,373
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       16,860
b       116,794
c       -15,497
d       -13,903
e       545,141
      -5,861
      13,122
      4,777
      121,041
      431,655
      416,091
      87,271
      142,649
      2,870
      -193
      2,470
      8,810
      1,019,373
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,893,470
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 2,497,346 52,816,920 0.047283
2016 2,215,462 48,865,177 0.045338
2015 1,662,209 47,220,990 0.035201
2014 1,705,161 47,538,562 0.035869
2013 3,058,815 44,542,966 0.068671
2
Total of line 1, column (d) .....................
2
0.232362
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.046472
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
55,885,933
5
Multiply line 4 by line 3......................
5
2,597,131
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
32,841
7
Add lines 5 and 6........................
7
2,629,972
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,500,776
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 65,682
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 65,682
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 65,682
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 50,221
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 70,221
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,539
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet4,539 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletR ROBERT MULLINS Telephone no.bullet (713) 526-4171

    Located atbullet3843 N BRAESWOOD SUITE 200HOUSTONTX ZIP+4bullet770253001
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    RANDALL E EVANS CHAIRMAN/TRUSTEE
    10.00     		85,000 0 0
    3322 ALBANS
    HOUSTON,TX77005
    R ROBERT MULLINS VICE PRESIDENT/TRUSTEE
    10.00     		85,000 0 0
    18194 COPPER RIVER DRIVE
    COLLEGE STATION,TX77845
    LINDA B MULLINS TREASURER/TRUSTEE
    1.00     		10,000 0 0
    18194 COPPER RIVER DRIVE
    COLLEGE STATION,TX77845
    SUSANNE WALKER EVANS SECRETARY/TRUSTEE
    1.00     		10,000 0 0
    3322 ALBANS
    HOUSTON,TX77005
    BARBARA IVY JOGERST TRUSTEE
    1.00     		10,000 0 0
    5347 SCHUMACHER
    HOUSTON,TX77019
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    JP MORGAN CHASE BANK INVESTMENT ADVISORY 95,406
    707 TRAVIS STREET FLOOR 11
    HOUSTON,TX77002
    CULLEN INVESTMENT GROUP LTD INVESTMENT ADVISORY 53,682
    PO BOX 53669
    LAFAYETTE,LA705053669
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    47,705,569
    b
    Average of monthly cash balances.......................
    1b
    1,305,831
    c
    Fair market value of all other assets (see instructions)................
    1c
    7,725,588
    d
    Total (add lines 1a, b, and c).........................
    1d
    56,736,988
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    56,736,988
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    851,055
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    55,885,933
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,794,297
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,794,297
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    65,682
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    78,004
    c
    Add lines 2a and 2b............................
    2c
    143,686
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,650,611
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,650,611
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,650,611
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,500,776
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,500,776
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,500,776
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 2,650,611
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 2,370,035
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,500,776
    a Applied to 2017, but not more than line 2a 2,370,035
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 130,741
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		2,519,870
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    400 VOICES INC
    1127 ELDRIDGE PARKWAY SUITE 300-306
    HOUSTON,TX77077     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000
    AMAZING PLACE
    3735 DREXEL
    HOUSTON,TX77027     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000
    ANNUCIATION ORTHODOX SCHOOL
    1111 PIERCE STREET
    HOUSTON,TX77002     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 50,000
    BO'S PLACE
    10050 BUFFALO SPEEDWAY
    HOUSTON,TX77054     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000
    CAL FARLEY'S BOYS RANCH
    600 W 11TH
    AMARILLO,TX79101     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 1,000
    CAMP ALLEN CONFERENCE & RETREAT CENTER
    18800 FM 362
    NAVASOTA,TX77868     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 210,000
    CAMP FOR ALL FOUNDATION
    10500 NW FREEWAY SUITE 220
    HOUSTON,TX77092     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000
    CAMP JANUS
    6411 FANNIN STREET
    HOUSTON,TX77030     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000
    CHILD ADVOCATES INC
    2401 PORTSMOUTH SUITE 210
    HOUSTON,TX77098     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000
    CHILDREN'S MUSEUM OF HOUSTON
    1500 BINZ ST
    HOUSTON,TX77004     		NONE PUBLIC CHARITY STREAM PROGRAM 60,000
    CHILDREN'S MUSEUM OF HOUSTON
    1500 BINZ ST
    HOUSTON,TX77004     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 30,000
    CYSTIC FIBROSIS FOUNDATION
    50 BRIAR HOLLOW LANE SUITE 310W
    HOUSTON,TX77027     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 35,000
    EXPONENT PHILANTHROPY
    1720 N STREET NW
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 1,000
    HOLY TRINITY EPISCOPAL SCHOOL
    11810 LOCKWOOD ROAD
    HOUSTON,TX77044     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 2,500
    HOSPITALITY APARTMENTS
    7300 BERTNER
    HOUSTON,TX77030     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 5,000
    HOUSTON ACHIEVEMENT PLACE
    245 WEST 17TH STREET
    HOUSTON,TX77008     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 5,000
    HOUSTON ARBORETUM & NATURE CENTER
    4501 WOODWAY DRIVE
    HOUSTON,TX77024     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 67,500
    HOUSTON AREA WOMEN'S CENTER
    1010 WAUGH DRIVE
    HOUSTON,TX77019     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 2,500
    HOUSTON EYE ASSOCIATES FOUNDATION
    2855 GRAMERCY ST
    HOUSTON,TX77025     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000
    HOUSTON HUMANE SOCIETY
    14700 ALMEDA RD
    HOUSTON,TX77053     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 1,000
    HOUSTON MARATHON FOUNDATION
    720 N POST OAK RD SUITE 200
    HOUSTON,TX77024     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000
    HOUSTON METHODIST HOSPITAL FOUNDATION
    1707 SUNSET BLVD
    HOUSTON,TX77005     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 100,000
    HOUSTON MUSEUM OF FINE ARTS
    1001 BISSONNET
    HOUSTON,TX77005     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 2,500
    HOUSTON MUSEUM OF NATURAL SCIENCE
    5555 HERMANN PARK DRIVE
    HOUSTON,TX77030     		NONE PUBLIC CHARITY MORAN ECOTEENS 75,000
    HOUSTON PBS
    4343 ELGIN ST
    HOUSTON,TX77004     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000
    INCARNATE WORD ACADEMY
    609 CRAWFORD ST
    HOUSTON,TX77002     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 2,500
    INTERFAITH MINISTRIES
    3217 MONTROSE BLVD
    HOUSTON,TX77006     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 150,000
    INTERFAITH MINISTRIES
    3217 MONTROSE BLVD
    HOUSTON,TX77006     		NONE PUBLIC CHARITY MEALS ON WHEELS 15,000
    MEMORIAL HERMANN FOUNDATION
    2900 RICHMOND AVE STE 200
    HOUSTON,TX77098     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 40,000
    MEMORIAL PARK CONSERVANCY
    7575 NORTH PICNIC LANE
    HOUSTON,TX77007     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 5,000
    PHILANTHROPY SOUTHWEST
    8350 NORTH CENTRAL EXPRESSWAY SUITE
    M-1012
    DALLAS,TX75206     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 2,000
    RIVER OAKS CHAMBER ORCHESTRA
    3733-1 WESTHEIMER RD 1029
    HOUSTON,TX77027     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 20,000
    RONALD MCDONALD HOUSE OF HOUSTON
    1907 HOLCOMBE BLVD
    HOUSTON,TX77030     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 50,000
    SAM HOUSTON AREA COUNCIL OF BOY SCOUTS
    2225 N LOOP WEST
    HOUSTON,TX77008     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 5,000
    SCHREINER UNIVERSITY
    2100 MEMORIAL BLVD
    KERRVILLE,TX78028     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000
    STAR OF HOPE
    6897 ARDMORE
    HOUSTON,TX77054     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000
    THE 100 CLUB
    1233 WEST LOOP SOUTH SUITE 1250
    HOUSTON,TX77027     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 5,000
    THE BROOKWOOD COMMUNITY
    1752 FM 1489
    BROOKSHIRE,TX77423     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 5,000
    THE PERIWINKLE FOUNDATION
    3400 BISSONNET SUITE 185
    HOUSTON,TX77005     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 2,500
    THE ROSE
    12700 N FEATHERWOOD SUITE 260
    HOUSTON,TX77034     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 5,000
    THE SALVATION ARMY HARBOR LIGHTS CENTER
    2407 NORTH MAIN
    HOUSTON,TX77009     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 2,500
    YELLOWSTONE ACADEMY
    3000 TRULLEY ST
    HOUSTON,TX77004     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 2,500
    YMCA OF GREATER HOUSTON
    PO BOX 3007
    HOUSTON,TX77253     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 2,500
    BOOKS BETWEEN KIDS
    PO BOX 25072
    HOUSTON,TX77265     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 5,000
    CASA DE ESPERANZA
    PO BOX 66581
    HOUSTON,TX772666581     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000
    CHRISTIAN COMMUNITY SERVICE CENTER
    PO BOX 27924
    HOUSTON,TX77227     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 55,000
    CHRISTUS FOUNDATION FOR HEALTHCARE
    2615 FANNIN ST
    HOUSTON,TX77002     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 84,000
    LAITY LODGE
    11756 US-83
    LEAKEY,TX78873     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000
    LORD OF THE STREETS
    3401 FANNIN STREET
    HOUSTON,TX77004     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 2,500
    ST THOMAS HIGH SCHOOL
    4500 MEMORIAL DR
    HOUSTON,TX77007     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 250,000
    TARGET HUNGER
    1260 SHOTWELL ST
    HOUSTON,TX77020     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000
    GREATER HOUSTON COMMUNITY FOUNDATION
    515 POST OAK BLVD SUITE 1000
    HOUSTON,TX77027     		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 890,000
    Total .................................bullet 3a 2,389,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 9,196  
    4 Dividends and interest from securities....     14 1,322,503  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......     16 18,468  
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income..... 900099 436,974 01 167,467  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,893,470  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 436,974 4,411,104 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,848,078
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE WT & LOUISE J MORAN FOUNDATION
    EIN:
    76-0513027
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 45,533 40,980   4,553

    TY 2018 GeneralExplanationAttachment
    Name:
    THE WT & LOUISE J MORAN FOUNDATION
    EIN:
    76-0513027
    Identifier Return Reference Explanation
    SCHEDULE OF CONTROLLED ENTITIES FORM 990-PF, PART VII-A, LINE 11 NAME OF CONTROLLED ENTITY: MRM LAND, LTD.EMPLOYER ID NO: 76-0630483ADDRESS: 3843 NORTH BRAESWOOD, STE 200, HOUSTON, TX 77025EXCESS BUSINESS HOLDING [ ] YES [X ] NONAME OF CONTROLLED ENTITY: MORAN LOUISIANA LIMITED PARTNERSHIPEMPLOYER ID NO: 76-0372673ADDRESS: 3843 NORTH BRAESWOOD, STE 200, HOUSTON, TX 77025EXCESS BUSINESS HOLDING [ ] YES [X ] NO
    EXPLANATION OF DISTRIBUTION TO DONOR ADVISED FUND FORM 990-PF, PART VII-A, LINE 12 THIS YEAR, THE FOUNDATION MADE A QUALIFYING DISTRIBUTION TO GREATER HOUSTON COMMUNITY FOUNDATION FOR A DONOR ADVISED FUND OVER WHICH THE FOUNDATION HAD ADVISORY PRIVILEGES. DONOR ADVISED FUNDS THAT ARE EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) MUST BE ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES DESCRIBED IN SECTION 170(C) (2) (B) AND HAVE SOLE DISCRETION OVER THE FUNDS DISTRIBUTED TO THEM. THE FOUNDATION HAS MADE, AND CONTINUES TO REGULARLY MAKE, RECOMMENDATIONS FOR GRANTS TO BE MADE BY THE DONOR ADVISED FUND TO PUBLIC CHARITIES FOR CHARITABLE PURPOSES SIMILAR TO THE GRANTS MADE DIRECTLY BY THE FOUNDATION.

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE WT & LOUISE J MORAN FOUNDATION
    EIN:
    76-0513027
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DODGE & COX INCOME FD 482,963 469,937
    DOUBLELINE TOTAL RET BND-I 668,427 641,299
    JPM CORE BOND FUND 840,064 816,241
    JPM GLBL BD OPP FD 172,278 164,626
    MFS EMERGING MKTS DEBT FD 172,495 157,211
    PIMCO FD PAC INV 292,828 271,514
    PIMCO INVESTMENT GRADE CORP BD 700,000 686,399
    SCHWAB US TIPS ETD 169,361 167,738
    SIX CIRCLES ULTRA ST DUR FND 300,000 298,801
    VANGUARD INTM TRM INV 1,175,378 1,172,674
    VANGUARD SHORT TERM BOND ETF 297,105 298,566
    VANGUARD TOTAL BOND MKT FUND 705,000 710,455

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE WT & LOUISE J MORAN FOUNDATION
    EIN:
    76-0513027
    Name of Stock End of Year Book Value End of Year Fair Market Value
    7J STOCK FARM 38,900 38,900
    TRAVIS PEAK 16,773 16,773
    ABBVIE INCOORPORATED 76,721 96,220
    ALPHABET INCORPORATED CAP STK 47,223 51,781
    ALTRIA INC. 39,593 79,613
    APPLE INCORPORATED 78,520 226,857
    ARCONIC INC. 116,340 99,801
    ARCOSA INC. 14,587 9,919
    AT&T INC. 193,046 156,660
    BANK OF AMERICA CORPORATION 49,861 102,134
    BARNES AND NOBLE ED INCORPORATE 38,178 20,275
    BARNES AND NOBLE INCORPORATED 98,752 72,695
    BERKSHIRE HATHAWAY 196,381 551,286
    CALAVO GROWERS INC. 116,970 234,767
    CALLAWAY GOLF COMPANY 19,720 39,125
    CANADIAN NATL RY COMPANY 77,009 162,427
    CANADIAN PAC RY LIMITED 70,106 186,919
    COCA COLA COMPANY 74,546 115,955
    COMCAST CORP. 80,548 211,085
    CONAGRA BRANDS INC 36,053 21,616
    CORNING INCORPORATED 144,003 284,514
    DEERE & COMPANY 66,524 173,055
    DISCOVERY COMMUNICATIONS 63,850 74,220
    DISH NETWORK CORP 21,050 25,676
    DISNEY WALT COMPANY COM 200,575 229,811
    DR PEPPER SNAPPLE GROUP INC 3,530 82,417
    EATON CORPORATION 91,301 146,831
    EDGEWELL PERS CARE CO. 93,181 78,350
    ENERGIZER HLDGS 46,421 100,495
    FORD MTR COMPANY 95,928 68,235
    GARMIN LIMITED SHS-SWITZERLAND 92,737 164,162
    GENERAL ELECTRIC COMPANY 170,449 91,922
    GILEAD SCIENCES INC 89,068 68,828
    HALLIBURTON CO 37,366 26,765
    HANESBRANDS INCORPORATED 45,792 26,633
    INTEL CORP 52,648 113,904
    IRIDIUM COMMUNICATIONS INC. 66,371 184,500
    JOHNSON & JOHNSON 211,564 407,923
    JPMORGAN CHASE & COMPANY 77,677 203,046
    KRAFT HEINZ CO 89,971 92,629
    LINDSAY CORP. 83,918 103,020
    MARATHON OIL 25,620 29,225
    MCCORMICK & COMPANY 117,586 231,423
    MICROSOFT CORP. 99,932 316,772
    MONDELEZ INTERNATIONAL INC 43,349 89,917
    NATIONAL FUEL GAS CO N J 103,727 107,940
    PEPSICO INCORPORATED 114,906 111,394
    PFIZER INC. 68,283 150,866
    PHILIP MORRIS INTL. 60,297 72,021
    PROCTER & GAMBLE COMPANY 223,339 311,720
    PROGRESSIVE CORPORATION OHIO 41,735 132,533
    RAVEN INDUSTRIES INC 43,308 81,691
    RAYMOND JAMES FINANCIAL INC 61,200 161,371
    RAYONIER ADV MATLS INC 63,738 23,160
    REPUBLIC SVCS INCORPORATED 76,097 169,580
    ROYAL DUTCH SHELL PLC 100,816 89,225
    SANDERSON FARMS INC 88,441 203,596
    SMUCKER J M CO 109,874 96,943
    STARBUCKS CORPORATION 170,663 400,828
    STRYKER CORP 58,241 170,921
    SUNCOR ENERGY INC 69,859 58,151
    TENCENT HLDGS LIMITED 43,499 40,106
    TRINITY INDUSTRIES INC. 36,187 22,127
    UNION PACIFIC CORP 190,449 274,277
    UNITED PARCEL SERVICE 61,466 50,707
    UNITED TECHNOLOGIES 56,755 54,743
    WAL-MART STORES INC 190,668 320,827
    WELLS FARGO & COMPANY 120,285 164,412
    WENDYS COMPANY 53,948 162,338
    WEATHERFORD INTL PLC 48,626 4,977
    WOODWARD INCORPORATED 25,849 77,861
    ENTERPRISE PRODUCTS 18,118 122,966
    RAYONIER INCORPORATED 62,868 70,456
    ABB LTD 24,123 22,527
    ALLIANZ SE 21,893 25,477
    ASE TECHNOLOGY 26,644 20,130
    ASTRAZENECA PLC 16,150 20,129
    BAE SYSTEMS PLC 27,783 24,006
    BCE INC. 15,144 13,440
    BNP PARIBAS ADR 19,918 13,637
    BOC HONG KONG HOLDINGS LTD 13,993 12,570
    BRITISH AMERICAN TOBACCO PLC 22,826 13,381
    CHINA PETROLUEM & CHEM 28,053 22,592
    DAIMLER AG 21,091 15,273
    DEUTSCHE TELEKOM AG 10,367 13,160
    DIAGEO PLC 15,186 20,561
    ENGIE 13,323 11,955
    GLAXOSMITHKLINE PLC 24,653 22,926
    HONDA MOTOR LTD SPONS ADR 21,439 18,383
    HSBC HOLDINGS PLC 27,029 23,638
    IMPERIAL BRANDS PLC ADR 28,177 23,958
    LLOYDS BANKING GROUP PLC-ADR 20,290 12,621
    MANULIFE FINANCIAL CORP 15,383 13,481
    MICHELIN ADR 22,929 20,482
    MMC NORILSK NICKEL PJSC 18,129 19,886
    MUENCHENER RUECKVERSICHERUNGS 22,438 24,363
    NESTLE SA 27,964 29,955
    NIPPON TEL & TEL CORP 19,678 23,774
    NN GROUP NV UNSPOND ADR 25,455 24,683
    NOVARTIS AG 23,158 27,459
    ORKLA ASA SPONS ADR 4,323 4,340
    ROCHE HOLDINGS LTD 31,862 31,080
    ROYAL DUTCH SHELL PLC 22,539 20,380
    SANOFI 8,870 8,031
    SIEMENS A G 27,431 29,722
    SINGAPORE TELECOMMUNICATIONS LT 9,278 6,880
    SMITHS GROUP PLC 26,277 22,125
    SMURKIT KAPPA GROUP PLC 24,240 23,776
    SONIC HEALTHCARE 18,319 22,365
    SSE PLC ADR 7,926 4,475
    TELEFONICA BRASIL 22,549 18,432
    TOTAL SA 26,811 27,134
    UBS GROUP AG 24,706 17,146
    UNILEVER N V 19,193 25,286
    UNITED OVERSEAS BANK LTD 18,931 21,853
    VERMILION ENERGY INC. 19,537 12,010
    VODAFONE GROUP PLC 20,940 15,501
    ZURICH INSURANCE GROUP-ADR 26,134 28,166
    AMG MG PICTET INTL 355,070 255,492
    BROWN ADV JAPAN ALPHA OPP-IS 236,732 142,249
    DODGE & COX INTL STOCK FD 274,286 324,068
    FIDELITY 500 INDEX FUND 345,000 345,000
    FMI LARGE CAP FUND 584,051 687,528
    ISHARES MSCI EAFE INTL 1,289,221 1,184,813
    JPM BETABUILDERS CANADA ET 170,853 144,620
    JPM GL RES ENH INDEX FD 852,720 888,601
    JPM LARGE CAP GROWTH FD 307,775 437,975
    JPM US LARGE CAP CORE PLUS FD 770,331 918,040
    JPM VALUE ADVANTAGE FD 245,000 369,676
    MFS INTL VALUE R6 425,202 389,184
    NEUBERGER BER MU/C OPP 624,269 821,098
    SIX CIRCLES INTL UNCON EQ FND 255,000 235,953
    SIX CIRCLES US UNCON EQ FND 510,000 470,489
    SPDR S&P 500 ETF TRUST 1,339,882 1,634,477
    ALPHABET INC CLASS A 24,641 58,518
    ALPHABET INC CLASS C 24,562 57,994
    APPLE INC. 337,344 894,386
    BANK OF AMERICA 30,700 49,280
    BERKSHIRE HATHAWAY INC. 203,586 612,000
    BRISTOL MYERS SQUIBB CO 75,484 77,970
    CHEVRON CORP 223,811 402,523
    CONOCOPHILLIPS 35,494 118,465
    EXXON MOBIL CORP 414,134 415,959
    FORD MOTOR CO 75,399 38,250
    MARATHON OIL CORP 44,899 34,416
    MARATHON PETROLEUM CORP 30,372 141,624
    PHILLIPS 66 10,548 81,843
    SEVEN J STOCK FARM INC 80,000 40,000
    SPDR DOW JONES INDUST AVG ETF 199,488 424,424
    SPDR S&P 500 ETF TRUST 199,053 433,611
    VANGUARD FTSE EMERGING MKTS ETF 84,660 76,200
    VANGUARD FTSE EUROPE ETF 110,454 89,947
    WALT DISNEY CO. 94,100 109,650
    AMERICAN TOWER CORPORATION 50,138 106,778
    V 500 INDEX FUND 4937-540 1,523,134 2,746,898
    V EMERGING MKT SEL FD 4937-0752 54,844 52,588
    V EMERGING MKTS STK 4937-5533 56,876 51,574
    V GROWTH & INCOME FUND 4937-593 1,152,188 1,448,508
    V INTL EXPLORER FD 4937-0126 68,925 57,714
    V TOT INTL STOCK LX 4937-0569 58,087 53,223
    V WELLINGTON FUND ADM 4937-521 5,091,192 5,977,559

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE WT & LOUISE J MORAN FOUNDATION
    EIN:
    76-0513027
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CANADIAN MORAN OVERRIDING RI AT COST 40,000 40,000
    LA BORDE SASKATCHEWAN RI AT COST 2,309 2,309
    MINERAL & ROYALTY INTERESTS (LJM ESTATE) AT COST 280,000 280,000
    MINERALS FROM GARFLO AT COST 191,500 191,500
    ROYALTY INTERESTS - H KING AT COST 134,000 134,000
    PLAZAS HOUSTON PROPERTIES II, LTD. AT COST 29,599 29,599
    THE PLAZAS AT ALDEN BRIDGE, LTD. AT COST 34,481 34,481
    3843 N BRAESWOOD LLC AT COST 993,772 993,772
    MLLP AT COST 685,446 685,446
    MRM LAND LTD. AT COST 3,997,318 3,997,318
    LJWTIM REALTY LLC AT COST 657,851 657,851
    ROYALTY INTERESTS - LJMT, TX AT COST 450,000 450,000
    FULTON UNIT ROYALTY - LJM CORP AT COST 9,000 9,000
    AT MLP FUND LLC FMV 1,753,773 2,043,672
    PLAZAS AT SPRING GREEN LTD AT COST 75,859 75,859
    AT GLOBAL L/S LLC FMV 326,317 277,071
    PINEHURST INSTITUTIONAL LTD FMV 450,000 468,603
    CHANDELEUR MINERALS INTEREST AT COST 4,677 4,677
    GLOBAL ACCESS HEDGE FUND FMV 716,193 819,903

    TY 2018 LegalFeesSchedule
    Name:
    THE WT & LOUISE J MORAN FOUNDATION
    EIN:
    76-0513027
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 54,446 27,223   27,223


    TY 2018 MortgagesAndNotesPayableSch
    Name:
    THE WT & LOUISE J MORAN FOUNDATION
    EIN:
    76-0513027
    Total Mortgage Amount:  

    Item No. 1
    Lender's Name JP MORGAN
    Lender's Title  
    Relationship to Insider NONE
    Original Amount of Loan 1,200,000
    Balance Due 3,480,242
    Date of Note 2015-12
    Maturity Date 2020-04
    Repayment Terms CREDIT LINE - PRINCIPAL DUE AT MATURITY
    Interest Rate 3.760000000000
    Security Provided by Borrower NONE
    Purpose of Loan ADD LIQUIDITY AND TO ACT ON OPPORTUNITIES THAT ARISE WITHOUT SELLING ASSETS.
    Description of Lender Consideration NONE
    Consideration FMV  

    Item No. 2
    Lender's Name JP MORGAN
    Lender's Title  
    Relationship to Insider NONE
    Original Amount of Loan 100,000
    Balance Due 100,000
    Date of Note 2016-06
    Maturity Date 2020-04
    Repayment Terms CREDIT LINE - PRINCIPAL DUE AT MATURITY
    Interest Rate 3.760000000000
    Security Provided by Borrower NONE
    Purpose of Loan ADD LIQUIDITY AND TO ACT ON OPPORTUNITIES THAT ARISE WITHOUT SELLING ASSETS.
    Description of Lender Consideration NONE
    Consideration FMV  

    Item No. 3
    Lender's Name JP MORGAN
    Lender's Title  
    Relationship to Insider NONE
    Original Amount of Loan 1,450,000
    Balance Due 1,450,000
    Date of Note 2018-12
    Maturity Date 2020-04
    Repayment Terms CREDIT LINE - PRINCIPAL DUE AT MATURITY
    Interest Rate 3.760000000000
    Security Provided by Borrower NONE
    Purpose of Loan ADD LIQUIDITY AND TO ACT ON OPPORTUNITIES THAT ARISE WITHOUT SELLING ASSETS.
    Description of Lender Consideration NONE
    Consideration FMV  


    TY 2018 OtherAssetsSchedule
    Name:
    THE WT & LOUISE J MORAN FOUNDATION
    EIN:
    76-0513027
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    MINERAL COLLECTION 1,600,000 1,600,000 1,600,000


    TY 2018 OtherExpensesSchedule
    Name:
    THE WT & LOUISE J MORAN FOUNDATION
    EIN:
    76-0513027
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 1,251 1,251   0
    OFFICE SUPPLIES/EXPENSE 1,422 1,422   0
    DUES & SUBSCRIPTIONS 3,450 3,450   0
    OIL & GAS ROYALTY MARKETING EXPENSE 5,562 5,562   0
    OIL & GAS OTHER EXPENSE 2,236 2,236   0
    3843 N BRAESWOOD, LLC 147,540 147,540   0
    MORAN LAND, LC - MLLP ROYALTY EXP. 802 802   0
    MORAN LOUISIANA LIMITED ROYALTY EXP. 55,172 55,172   0
    ENTERPRISE PRODUCTS PARTNERS LP 34 34   0
    ENTERPRISE PRODUCTS PARTNERS LP (NDE) 2 0   0
    PLAZAS HOUSTON PROPERTIES II LTD (NDE) 154 0   0
    MORAN LAND, LC 4,071 4,071   0
    MORAN LAND, LC (NDE) 24,769 0   0
    WTMI PROPERTIES I LTD - MORAN WIND-UP LP 46 46   0
    MRM LAND, LTD. 95,690 95,690   0
    MRM LAND, LTD. (NDE) 5,657 0   0
    AP ENERGY INFRASTRUCTURE FUND LLC 19,969 19,969   0
    AP ENERGY INFRASTRUCTURE FUND LLC (NDE) 746 0   0
    ATLAS POINT GLOBAL LONG/SHORT FUND, LLC 11,662 11,662   0
    WTMI PROPERTIES I LTD - LJWTMI REALTY LLC 1,458 1,458   0
    WTMI PROPERTIES LLC - LJWTMI REALTY LLC 968 968   0
    PLAZAS AT SPRING GREEN LTD 36 36   0
    PLAZAS AT SPRING GREEN LTD (NDE) 83 0   0
    LJWTIM REALTY LLC 876 876   0


    TY 2018 OtherIncomeSchedule2
    Name:
    THE WT & LOUISE J MORAN FOUNDATION
    EIN:
    76-0513027
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OIL & GAS ROYALTIES 218,627 218,627 218,627
    MORAN LOUISIANA LIMITED ROYALTIES 239,421 239,421 239,421
    MORAN LAND (MLLP) ROYALTIES 3,477 3,477 3,477
    ENTERPRISE PRODUCTS PARTNERS LP -5 -5 -5
    SEVEN J CONSERVATION LLC ORDINARY BUSINESS LOSS -33 -33 -33
    ENTERPRISE PRODUCTS PARTNERS LP (UBTI) 203 0 203
    AP ENERGY INFRASTRUCTURE FUND LLC (OTHER INCOME) -43,839 -43,839 -43,839
    AP ENERGY INFRASTRUCTURE FUND LLC (UBTI) 117,688 0 117,688
    AP ENERGY INFRASTRUCTURE FUND LLC (ROYALTIES) 589 589 589
    ATLAS POINT GLOBAL LONG/SHORT FUND LLC 40,906 40,906 40,906
    ATLAS POINT GLOBAL LONG/SHORT FUND LLC (UBTI) 2,840 0 2,840
    MORAN LAND LC -5,766 -5,766 -5,766
    MORAN LAND LC (UBTI) 5,714 0 5,714
    MRM LAND LTD -282,484 -282,484 -282,484
    MRM LAND LTD (UBTI) 279,946 0 279,946
    THE PLAZAS AT ALDEN BRIDGE LTD (UBTI) 21,559 0 21,559
    PLAZAS HOUSTON PROPERTIES II LTD -8,963 -8,963 -8,963
    PLAZAS HOUSTON PROPERTIES II LTD (UBTI) 9,024 0 9,024
    WTMI PROPERTIES I LTD - MORAN WIND-UP (BOOK/TAX DIFFERNCE) 167 0 167
    WTMI PROPERTIES LLC - LJWTMI REALTY LLC (BOOK/TAX DIFFERNCE) 61 0 61
    WTMI PROPERTIES I LTD - LJWTMI REALTY LLC (BOOK/TAX DIFFERNCE) 5,309 0 5,309


    TY 2018 OtherLiabilitiesSchedule
    Name:
    THE WT & LOUISE J MORAN FOUNDATION
    EIN:
    76-0513027
    Description Beginning of Year - Book Value End of Year - Book Value
    SEVEN J CONSERVATION LLC (DEFICIT CAPITAL ACCOUNT) 655 685
    MORAN LAND LC (DEFICIT CAPITAL ACCOUNT) 0 2,880


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE WT & LOUISE J MORAN FOUNDATION
    EIN:
    76-0513027
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 149,088 149,088   0
    MANAGEMENT FEE - O&G ROYALTY 18,870 18,870   0
    WTMI PROPERTIES I LTD - MORAN WIND-UP LP 2,611 2,611   0
    WTMI PROPERTIES LLC - LJWTMI REALTY LLC 436 436   0
    WTMI PROPERTIES I LTD - LJWTMI REALTY LLC 82,786 82,786   0
    ATLAS POINT GLOBAL LONG/SHORT FUND LLC 5,186 5,186   0
    LJWTMI REALTY LLC 25,400 25,400   0
    MRM LAND LTD 37,878 37,878   0
    MORAN LAND LC 773 773   0


    TY 2018 TaxesSchedule
    Name:
    THE WT & LOUISE J MORAN FOUNDATION
    EIN:
    76-0513027
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES - O&G ROYALTY 1,192 1,192   0
    AD VALOREM TAXES - O&G 4,544 4,544   0
    FOREIGN TAXES - DIVIDENDS 17,496 17,496   0
    PRODUCTION TAX - O&G 8,473 8,473   0
    FEDERAL EXCISE TAX 58,758 0   0
    WTMI PROPERTIES I LTD - MORAN WIND-UP LP 774 774   0
    AP ENERGY INFRASTRUCTURE FUND LLC - FOREIGN TAXES 1,516 1,516   0
    ATLAS POINT GLOBAL LONG/SHORT FUND LLC 395 395   0
    MORAN LAND, LC 55 55   0
    MRM LAND, LTD. 2,687 2,687   0
    WTMI PROPERTIES LLC - LJWTMI REALTY LLC 282 282   0
    WTMI PROPERTIES I LTD - LJWTMI REALTY LLC 24,537 24,537   0