Form990-PF

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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
STRAKE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)712 MAIN STREET Room 3300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOUSTON, TX770023215
A Employer identification number

76-0041524
B Telephone number (see instructions)

(713) 216-2400
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$60,636,125J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 360 360  
4 Dividends and interest from securities... 1,480,981 1,480,981  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 2,215,788
b Gross sales price for all assets on line 6a 6,294,530
7 Capital gain net income (from Part IV, line 2)... 2,215,788
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 -1,559,583 -1,559,583  
12 Total. Add lines 1 through 11........ 2,137,546 2,137,546  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 203,297 53,528   149,769
14 Other employee salaries and wages...... 107,417 21,483   85,934
15 Pension plans, employee benefits....... 75,771 17,052   58,719
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 17,706 9,012   8,694
c Other professional fees (attach schedule).... Click to see attachment 138,485 138,485    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,457 9,457    
19 Depreciation (attach schedule) and depletion... Click to see attachment 689 689  
20 Occupancy.............. 61,174 37,886   23,288
21 Travel, conferences, and meetings....... 7,749 1,240   6,509
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 101,051 63,661   37,390
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 722,796 352,493   370,303
25 Contributions, gifts, grants paid....... 2,262,600 2,262,600
26 Total expenses and disbursements. Add lines 24 and 25 2,985,396 352,493   2,632,903
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -847,850
b Net investment income (if negative, enter -0-) 1,785,053
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 1,136,352 1,042,503 1,042,503
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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.......... 47,243 30,000 30,000
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 16,961,939 Click to see attachment19,075,121 48,974,792
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 12,932,109 Click to see attachment10,541,816 10,541,816
14 Land, buildings, and equipment: basis bullet37,958
Less: accumulated depreciation (attach schedule) bullet36,928 1,719 Click to see attachment1,030 1,030
15 Other assets (describe bullet) Click to see attachment42,827 Click to see attachment45,984 Click to see attachment45,984
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 31,122,189 30,736,454 60,636,125
Liabilities 17 Accounts payable and accrued expenses..........   74,815
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   74,815
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 31,122,189 30,661,639
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 31,122,189 30,661,639
30 Total liabilities and net assets/fund balances (see instructions). 31,122,189 30,736,454
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
31,122,189
2
Enter amount from Part I, line 27a .....................
2
-847,850
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
479,861
4
Add lines 1, 2, and 3 ..........................
4
30,754,200
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
92,561
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
30,661,639
Form 990-PF (2019)
Form 990-PF (2019)
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   P 2019-01-01 2019-12-31
b
c
d
e
(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 6,294,530   4,078,742 2,215,788
b
c
d
e
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       2,215,788
b
c
d
e
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 2,215,788
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 2,215,788
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))
2018 3,750,567 60,565,518 000000.061926
2017 3,610,062 61,501,090 000000.058699
2016 3,755,213 60,610,018 000000.061957
2015 4,328,724 62,805,477 000000.068923
2014 4,885,166 74,124,159 000000.065905
2
Total of line 1, column (d) .....................
2
000000.317410
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
000000.063482
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
60,299,566
5
Multiply line 4 by line 3......................
5
3,827,937
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
17,851
7
Add lines 5 and 6........................
7
3,845,788
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,632,903
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 (2019)
Form 990-PF (2019)
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 35,701
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  
3 Add lines 1 and 2........................... 3 35,701
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 35,701
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 30,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 30000 7 30,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 5,701
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet   RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
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 2019 or the taxable year beginning in 2019? 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 (2019)
    Form 990-PF (2019)
    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
     
    No
    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 instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
     
    No
    Website addressbulletN/A
    14
    The books are in care ofbulletMR RANDALL WOODRUFF Telephone no.bullet (713) 400-1170

    Located atbullet712 MAIN STREET SUITE 3300HOUSTONTX ZIP+4bullet77002
    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 2019, 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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
     
    No
    .........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). Click to see attachment
    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 K WOODRUFF EXEC DIR
    032.00     		156,797 26,712 4,800
    712 MAIN ST STE 3300
    HOUSTON,TX77002
    GEORGE W STRAKE JR PRESIDENT/TREASURER
    005.00     		30,000 503  
    712 MAIN ST STE 3300
    HOUSTON,TX77002
    DIANA D HOOVER VICE PRESIDENT
    002.00     		3,000    
    712 MAIN ST STE 3300
    HOUSTON,TX77002
    ROBERT S PARSLEY SECRETARY
    002.00     		1,500    
    712 MAIN ST STE 3300
    HOUSTON,TX77002
    STEPHEN D STRAKE DIRECTOR
    002.00     		3,000    
    712 MAIN ST STE 3300
    HOUSTON,TX77002
    DANIEL D PARSLEY DIRECTOR
    002.00     		3,000    
    712 MAIN ST STE 3300
    HOUSTON,TX77002
    KATHY COVEY DIRECTOR
    002.00     		3,000    
    712 MAIN ST STE 3300
    HOUSTON,TX77002
    MANO DEAYALA DIRECTOR
    002.00     		0    
    712 MAIN ST STE 3300
    HOUSTON,TX77002
    CATHY MCCONN DIRECTOR
    002.00     		3,000    
    712 MAIN ST STE 3300
    HOUSTON,TX77002
    WILLIAM JACKSON DIRECTOR
    002.00     		0    
    712 MAIN ST STE 3300
    HOUSTON,TX77002
    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
    ALICIA JUNG SECRETARY
    040.00     		84,106 28,729  
    712 MAIN STREET STE 3300
    HOUSTON,TX77002
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    UBS FINANCIAL SERVICES INVESTMENT MANAGEMENT 94,407
    109 POST OAK CIRCLE SUITE 150
    HOUSTON,TX77024
    Total number of others receiving over $50,000 for professional services.............bullet  
    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
    1 231 GRANTS TO VARIOUS CHURCHES, SCHOOLS AND OTHER NONPROFIT CAUSES 2,262,600
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    47,523,611
    b
    Average of monthly cash balances.......................
    1b
    1,067,241
    c
    Fair market value of all other assets (see instructions)................
    1c
    12,626,982
    d
    Total (add lines 1a, b, and c).........................
    1d
    61,217,834
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    61,217,834
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    918,268
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    60,299,566
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,014,978
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,014,978
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    35,701
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    35,701
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,979,277
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,979,277
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,979,277
    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 Click to see attachment..........
    1a
    2,632,903
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    2,632,903
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,632,903
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 2,979,277
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 1,288,288
    b From 2015...... 1,115,495
    c From 2016...... 852,330
    d From 2017...... 679,967
    e From 2018...... 772,767
    fTotal of lines 3a through e........ 4,708,847
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 2,632,903
    a Applied to 2018, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2019 distributable amount..... 2,632,903
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2019. 346,374 346,374
    (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 4,362,473
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		0
    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) .......     		 
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		941,914
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		3,420,559
    10 Analysis of line 9:
    a Excess from 2015.... 1,115,495
    b Excess from 2016.... 852,330
    c Excess from 2017.... 679,967
    d Excess from 2018.... 772,767
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    GRANTS ADMINISTRATOR
    712 MAIN STREET SUITE 3300
    HOUSTON,TX77002
    (713) 400-1170
    bThe form in which applications should be submitted and information and materials they should include:
    GRANT APPLICATIONS ARE PROCESSED ONLINE. TO RECEIVE THE LINK TO THE PORTAL SEND EMAIL TO FOUNDATIONSTRAKE.ORG.
    cAny submission deadlines:
    NO DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    A D Players Theater
    5420 Westheimer Road
    Houston,TX77056     		  PC A.D. Players/Holocaust Museum Houston/The Hiding Place 5,000
    AAPLOG American Association of Pro Life Obstetricians & Gynecologists
    PO Box 395
    Eau Claire,MI491110395     		  PC Building Organizational Capacity to Serve the American OB/GYN Medical, Student and Legal Professional Communities 2,500
    Admiral Nimitz Foundation
    328 East Main Street
    Fredericksburg,TX78624     		  PC Renovation of the Exhibits and Interior of the Nimitz Gallery at the National Museum of the Pacific War 7,500
    Aid to Victims of Domestic Abuse
    1001 Texas Ave Suite 600
    Houston,TX77002     		  PC Funding Support for AVDAs Home Safe Home Gala 2,500
    Alliance For Choice In Education
    1201 E COLFAX AVE STE 302
    Denver,CO802182269     		  PC ACE Scholarships Houston 5,000
    Alzheimers Care And Research Center Foundation
    12455 Freedom Way
    San Antonio,TX78245     		  PC AWARE Luncheon Freedom House The Journey Continues 5,000
    Amazing Place
    3735 Drexel
    Houston,TX77027     		  PC 2019 Annual Luncheon and Amazing Together Campaign 5,000
    American Principles Project
    2800 Shirlington Road Ste 1201
    Arlington,VA22206     		  PC Family First 5,000
    American Red Cross - Greater Houston Area Chapter
    2700 Southwest Freeway
    Houston,TX77030     		  PC Home Fire Campaign 2,500
    American Values
    2800 S Shirlington Rd Ste 950
    Arlington,VA22206     		  PC Religious Liberty Special Projects 10,000
    Americans United for Life
    1150 Connecticut Ave NW Ste 500
    Washington,DC20036     		  PC An Extraordinary Window of Opportunity to Overturn Roe v. Wade and Advance Legal Protections for Human Life in America AULs 50-State Strategic Plan 4,000
    Amigas Para Ninos
    400 Mulberry Lane
    Bellaire,TX77401     		  PC Student Financial Assistance and Scholarships 5,000
    Amigos de las Americas
    1800 West Loop SouthSuite 1325
    Houston,TX77027     		  PC Building the Foundation Program Expansion and Safety 5,000
    And Then There Were None
    PO Box 2571
    Round Rock,TX78680     		  PC General Operating Expenses 12,500
    Annunciation Maternity Home
    3610 Shell Road
    Georgetown,TX78628     		  PC Providing for Client Needs, 2019 2,500
    Archdiocese for the Military Services USA
    PO Box 4469
    Washington,DC20017     		  PC Vocations and Co-Sponsored Seminarian Programs 7,500
    Archdiocese of Galveston-Houston
    PO Box 907
    Houston,TX77001     		  PC The Cardinals Circle 2019-2020 5,000
    Armand Bayou Nature Center
    PO Box 58828
    Houston,TX77258     		  PC Operating Support 1,000
    Arms Wide Adoption Services
    6925 Portwest Drive Suite 110
    Houston,TX77024     		  PC Houston Special Needs Adoption Program 3,000
    Arts for Rural Texas
    PO Box 33
    Fayetteville,TX78940     		  PC Fine Art Assembly and Art After School Programs 5,000
    Asian Community Support Services Center
    1714 Tannehill
    Houston,TX77008     		  PC Students Initiative to Erase the Undercount - Census 2020 5,000
    Association for the Advancement of Mexican-Americans
    6001 Gulf FreewayBuilding E
    Houston,TX77023     		  PC Sanchez Charter School 2,000
    Avondale House
    3737 OMeara Drive
    Houston,TX77025     		  PC Pledge Approved 10,000 over 2 years. - Employment Services Program for Adults with Autism 5,000
    Barbara Bush Foundation for Family Literacy
    7887 San Felipe St Ste 250
    Houston,TX77063     		  PC A Celebration of Reading 15,000
    Baylor Scott & White
    2401 South 31st Street
    Temple,TX76508     		  PC Neurological and Spine Center 25,000
    Big Brothers Big Sisters of Greater Houston
    1003 Washington Avenue
    Houston,TX77002     		  PC Pledge Approved 20,000 over 2 years - One-to-One Mentoring for Youth Facing Adversity 10,000
    Blue Bird Circle
    615 West Alabama
    Houston,TX77006     		  PC Pediatric Neurology Research 7,500
    Boys & Girls Clubs of Greater Houston
    815 Crosby
    Houston,TX77019     		  PC 2019 Great Futures Dinner 20,000
    Boys & Girls Clubs of the Austin Area
    6648 Ed Bluestein Blvd
    Austin,TX78723     		  PC After school and summer Youth Development Programming for low-income youth 5,000
    Boys & Girls Country of Houston Inc
    18806 Roberts Rd
    Hockley,TX77447     		  PC Growing Children For Life 5,000
    Breakthrough Central Texas
    1050 East 11th Street Suite 350
    Austin,TX78702     		  PC Breakthroughs Middle School Summer Academy 5,000
    Briarwood School
    12207 Whittington Drive
    Houston,TX77077     		  PC SMART Boards for Middle Upper School Math Classes 6,000
    Bridges to Life
    PO Box 570895
    Houston,TX772570895     		  PC 2019 Bridges To Life Projects 10,000
    Brookwood In Georgetown
    905 N Church St
    Georgetown,TX78626     		  PC Kitchen Equipment for New Baking Enterprise 5,000
    Buffalo Bayou Partnership
    1019 Commerce St Suite 200
    Houston,TX77002     		  PC Revitalizing and Activating Buffalo Bayou 3,000
    Camp Aranzazu Inc
    5420 Loop 1781
    Rockport,TX78382     		  PC Camper Scholarship 5,000
    CanCare of Houston Inc
    9575 Katy Fwy Ste 428
    Houston,TX77024     		  PC One-one-One Emotional Support and Medical Facility Visitation Programs 2,500
    Care Net
    44180 Riverside Pkwy Ste 200
    Lansdowne,VA20176     		  PC Expanding Care Nets Making Life Disciples Initiative 2,000
    Casa de Esperanza de Los Ninos Inc
    PO Box 66581
    Houston,TX772666581     		  PC Residential Program 5,000
    Catholic University of America
    620 Michigan Ave NE
    Washington,DC20064     		  PC The Catholic Project Podcast Series 10,000
    Centurion Military Alliance
    18226 Stockton Springs Dr
    Spring,TX77379     		  PC Warrior Transition Program 20,000
    Chaucer Drive Study Center Inc
    410 Westcott St
    Houston,TX77007     		  PC Westcott Study Center General Operating 5,000
    Children's Museum of Houston
    1500 Binz St
    Houston,TX77004     		  PC EcoStation Environmental Exhibit at Childrens Museum of Houston 7,500
    Chinquapin School
    2615 E Wallisville Road
    Highlands,TX77562     		  PC General Operating Funds 5,000
    Christian Community Service Center
    P O Box 27924
    Houston,TX772277924     		  PC Emergency Services - A Safety Net for Families in Crisis 2,000
    Christian Renewal Center
    PO Box 699
    Dickinson,TX77539     		  PC ADA Wheel-Chair Accessible Room 10,625 each 5,000
    Church of the Annunciation
    1618 Texas Avenue
    Houston,TX77001     		  PC Architectural Master Plan 10,000
    Cistercian Preparatory School
    3660 Cistercian Road
    Irving,TX750394500     		  PC Endowment for Professional Development 12,500
    Clothed By Faith Inc
    802 Dominion Drive Suite 100
    Katy,TX77450     		  PC Towards 2019 Operating Expenses 2,500
    Coalition for the Homeless of HoustonHarris County
    2000 Crawford Street
    Houston,TX77002     		  PC General Operations- FY2020 5,000
    Colonial Williamsburg Foundation
    Box 1776
    Williamsburg,VA23187     		  PC The Colonial Williamsburg Fund 3,000
    Colorado Springs Pioneers Museum
    215 S Tejon Street
    Colorado Springs,CO80903     		  PC Evidence Finding the Facts about the Life of General William Jackson Palmer 12,500
    Crime Stoppers of Houston Inc
    PO Box 541654
    Houston,TX77254     		  PC General Operations 10,000
    Cristo Rey Dallas College Prep
    1064 N St Augustine
    Dallas,TX75217     		  PC Cristo Rey General Operating Budget Support 10,000
    Cristo Rey Jesuit College Preparatory School of Houston
    6700 Mount Carmel Street
    Houston,TX77087     		  PC Viva Gala 15,000
    Dallas Children's Theater Inc
    5938 Skillman
    Dallas,TX75231     		  PC Support for Student Matinee Performance Series SMPS 2,500
    Dance of Asian America
    9889 Bellaire BlvdC-335
    Houston,TX77036     		  PC Chinese Cultures through Dance 5,000
    Dominican Sisters
    5250 GASMER DRIVE
    Houston,TX77035     		  PC Education Advancement and Renovation Cost Assistance 35,000
    Educational Programs Inspiring Communities Inc
    707 Lehman Street
    Houston,TX77018     		  PC H.E.A.R.T. Program 7,500
    Educational Research Analysts
    PO Box 7518
    Longview,TX756077518     		  PC Comparison of reading selection content in new Texas high school American Literature textbooks up for 2019 State Board of Education approval and 2020 local adoption statewide 3,500
    Epilepsy Foundation Southeast Texas
    2401 Fountain View Dr Ste 900
    Houston,TX77057     		  PC Residential Camping Program for Children with Epilepsy and Multiple Debilitating Handicaps 2,500
    Fellowship of Catholic University Students FOCUS
    PO Box 17408
    DenverDenver,CO80217     		  PC Raising a Faithful Generation in Texas 10,000
    Fort Bend Family Promise
    4645 Cartwright Road
    Missouri City,TX77459     		  PC General Operating Expenses 2,500
    Foundation for Christian Values Inc
    336 N Chapel Ave Apt H
    Alhambra,CA918017303     		  PC Educational, doctrinal and apostolic activities. 5,000
    Fred Hutchinson Cancer Research Center
    PO Box 19024
    SeattleS,WA981091024     		  PC Parsley Charity Golf Classic benefiting the Nils Berggren GvHD Prevention and Treatment Fund at Fred Hutch 25,000
    Freedom Alliance
    22570 Markey Court Suite 230
    Dulles,VA20166     		  PC Support Our Troops 7,500
    Freedom Works Foundation
    111 K Street NE Ste 600
    Washington,DC20002     		  PC General Operations the Center for Economic Freedom and the Regulatory Action Center 2,500
    Friends of the Texas Historical Commission
    PO Box 13497
    Austin,TX78711     		  PC Under the Stars at Emancipation Park 5,000
    Girl Scouts of San Jacinto Council
    3110 Southwest Freeway
    Houston,TX77098     		  PC Girl Scout Gold Award 6,000
    Gregorian University Foundation
    1055 Thomas Jefferson St NWSuite 30
    Washington,DC20007     		  PC Pope Francis Adopt-a-Scholar Program 5,000
    Harris County Drug Court Support Foundation
    515 Caroline Street
    Houston,TX77002     		  PC Capcity Building 5,000
    Harris County Hospital District Foundation
    2525 Holly Hall St 292
    Houston,TX77054     		  PC Ben Taub Hospitals Level 1 Ginni and Richard Mithoff Trauma Center 1st Floor Renovation 3,000
    Harris County Public Library
    5749 South Loop East
    Houston,TX77033     		  PC Summer Reading Program A Universe of Stories 2,000
    Harvard Catholic Center
    29 Mt Auburn Street
    Cambridge,MA02138     		  PC Called to Give - deepening lives of prayer and virtuous friendships 7,500
    HeartGift Foundation
    PO Box 691711
    Houston,TX77269     		  PC Patient Sponsorship 3,000
    His Father's Heart Ministries
    5715 NW Central Dr Ste F109
    Houston,TX77092     		  PC His Fathers Heart Ministries operational support 5,000
    Holocaust Museum Houston
    5401 Caroline Street
    Houston,TX77004     		  PC General Operating Funds 15,000
    Holy Family Cristo Rey Catholic High School
    PO Box 19577
    Birmingham,AL35219     		  PC Holy Family Cristo Rey Renaissance 10,000
    Holy Name Passionist Retreat Center
    430 Bunker Hill Road
    Houston,TX770246399     		  PC General Operations Support for the Ministries of Holy Name Retreat Center 3,000
    Hope Active
    1801 FM 528 RD
    Webster,TX77598     		  PC Back to School Bash Community Healthfair 5,000
    Hope and Healing Institute
    717 Sage Road
    Houston,TX77056     		  PC Community Mental Health Programs and Services 3,000
    Houston Aphasia Recovery Center
    5005 Woodway Dr Suite 110
    Houston,TX77056     		  PC HARC Lets Talk Luncheon 10,000
    Houston Asian American Festival Assn
    1714 Tannehill Dr
    Houston,TX77008     		  PC 2020 Lunar New Year Houston 10,000
    Houston Coalition for Life
    PO Box 301094
    Houston,TX77230     		  PC Houston Coalition for Life Crisis Pregnancy Centers and Maternity Office 10,000
    Houston Community College Foundation
    3100 Main Street MC 1148
    Houston,TX77002     		  PC 55th Anniversary Campaign 15,000
    Houston Food Bank
    535 Portwall Street
    Houston,TX77029     		  PC Houston Food Bank- General Operations 7,000
    Houston Habitat for Humanity
    3750 N McCarty
    Houston,TX77029     		  PC Home Preservation 2,500
    Houston Hospice
    1905 Holcombe Blvd
    Houston,TX77030     		  PC Operating Support 5,000
    Houston Museum of Natural Science
    5555 Hermann Park Drive
    Houston,TX77030     		  PC World of Wonder Gala 15,000
    Houston Parks Board
    300 North Post Oak Lane
    Houston,TX77024     		  PC Lee LeClear Tennis and Learning Center 5,000
    Houston Pregnancy Help Center
    3636 San Jacinto Street
    Houston,TX77004     		  PC Case Management Services 7,500
    Houston Symphony Society
    615 Louisiana Street Suite 102
    Houston,TX77002     		  PC Support for the Houston Symphonys 2018-19 Education and Community Engagement Initiatives 5,000
    Houston Texans YMCA
    2600 North Loop West Suite 300
    Houston,TX77092     		  PC D. Bradley McWilliams Better Us Campaign 3,500
    Houston Tri Delta Philanthropies Inc
    PO Box 131262
    HoustonHouston,TX77219     		  PC the SALE - Shop to Cure Childhood Cancer 15,000
    Houston Wilderness
    5847 San Felipe Suite 2050
    Houston,TX77057     		  PC The Wilderness Passport and Great Green Quest 2,500
    Houston Zoo Inc
    1513 Cambridge Street
    Houston,TX77030     		  PC Keeping Our World Wild Centennial Campaign for the Houston Zoo 45,000
    Human Coalition
    7800 N Dallas Parkway Suite 550
    Plano,TX75024     		  PC Preborn National Rescue System 10,000
    Incarnate Word Academy
    2920 South Alameda
    Corpus Christi,TX78404     		  PC Tuition Asisstance Project 7,500
    Incarnate Word Academy-Houston
    609 Crawford Street
    Houston,TX77002     		  PC I AM IN - Capital Campaign 100,000
    Incarnate Word Retirement Community dba Village at Incarnate Word
    4707 Broadway
    San Antonio,TX78209     		  PC Community Education and Housing Programs - all of our programs 7,500
    India House
    8888 West Bellfort St
    Houston,TX77031     		  PC Free food distribution to needy families 1,500
    Institute for Humane Studies
    3434 Washington Blvd 1st Floor
    Arlington,VA22201     		  PC IHS On-Campus Educational Programs 2,500
    Institute for Spirituality and Health at the Texas Medical Center
    8100 Greenbriar Suite 300
    Houston,TX77054     		  PC General Operations 5,000
    Institute for Spirituality and Health at the Texas Medical Center
    8100 Greenbriar Suite 300
    Houston,TX77054     		  PC General Operating Expenses related to education of medical and nursing students 10,000
    Institute of Hispanic Culture of Houston Inc
    3315 Sul Ross
    Houston,TX77098     		  PC Day of the Hispanic World- Da de la Hispanidad 10,000
    Jesuit College Preparatory School of Dallas
    12345 Inwood Road
    Dallas,TX75244     		  PC Celebration Auction 7,500
    Jesuit Volunteer Corps
    801 St Paul Street
    Baltimore,MD21202     		  PC Jesuit Volunteer Corps in Houston 5,000
    John Paul II Fdn for Life and Family
    7730 Westview
    Texas,TX77055     		  PC Shepherds Heart 20,000
    John Paul II Forum
    PO Box 667584
    Houston,TX77266     		  PC Teaching University Students about the Life and Legacy of St John Paul II 5,000
    Judicial Watch Inc
    425 Third Street SWSuite 800
    Washington,DC20024     		  PC General Support 5,000
    Junior League of Houston Inc
    1811 Briar Oaks Lane
    Houston,TX77027     		  PC Junior League of Houston Charity Ball 2019 - 2020 10,000
    Junior League of The Woodlands
    2219 Sawdust RD Suite 1403
    The Woodlands,TX77380     		  PC Junior League of The Woodlands, Inc. H.A.P.P.Y. Program 3,000
    Katy Prairie Conservancy
    5615 Kirby Drive Suite 867
    Houston,TX77005     		  PC The Right Prairie in the Right Place 2,000
    Kickstart Kids
    10222 Westheimer Road
    Houston,TX77042     		  PC Kickstart Kids Houston-Area Programs 5,000
    Kids Meals
    330 Garden Oaks Blvd
    Houston,TX77018     		  PC Healthy Meal Delivery Expansion 5,000
    KIPP Academy
    10711 KIPP Way
    Houston,TX77099     		  PC KIPP Texas Houston, KIPP Through College 5,000
    Latino Learning Center Inc
    3522 Polk St
    Houston,TX77003     		  PC Humanitarian Award Luncheon 15,000
    Leadership Houston Inc
    4119 Montrose Blvd Suite 170
    Houston,TX77006     		  PC Signature Leadership Program 3,000
    Leadership Institute
    1101 N Highland Street
    Arlington,VA22201     		  PC Texas Battle Plan 2019 10,000
    Leukemia & Lymphoma Society
    5433 Westheimer Road Suite 300
    Houston,TX77056     		  PC Team Victory Royal 5,000
    Life Message Inc
    4501 Rowlett Rd 200
    Rowlett,TX75088     		  PC Life Message/Life Message Veterans Resource and Outreach Center VROC 10,000
    Lone Star Flight Museum
    11551 Aerospace Ave
    Houston,TX77034     		  PC General Operating 9,600
    Lone Star Flight Museum
    11551 Aerospace Ave
    Houston,TX77034     		  PC Lone Star Flight Museum Operations 10,000
    Loving Houston Inc
    2916 West TC Jester Ste 200
    Houston,TX77018     		  PC Church-School Partnership District Coordinator 3,000
    Madison County Catholic Community
    105 Poppleton Street
    Sheridan,MT59749     		  PC Priest Travel 5,000
    Manned Space Flight Education Foundation
    1601 NASA Parkway
    Houston,TX77058     		  PC 2019 Galaxy Gala Exploration Fuels Innovation 5,000
    Memorial Assistance Ministries
    1625 Blalock Road
    Houston,TX77080     		  PC MAMs English As Second Language Classes 10,000
    Memorial Hermann Foundation
    929 Gessner Suite 2650
    Houston,TX77024     		  PC Memorial Hermann Circle of Life Above Beyond Gala 10,000
    Mexican Institute of Greater Houston
    4601 Caroline St
    Houston,TX77004     		  PC Basic Computer Literacy for Adults 2,500
    Military Community Youth Ministries
    540 N Cascade Ave Ste 300
    Clorado Springs,CO80903     		  PC MCYM Houston Cares Luncheon 5,000
    Mission Squash of Houston
    PO Box 540693
    Houston,TX77254     		  PC Mission Squash Academics and Enrichment Program 5,000
    Monsignor Kelly Catholic High School
    5950 Kelly Drive
    Beaumont,TX77707     		  PC Financial Assistance Program for the 2019-2020 School Year 5,000
    Museum of Fine Arts Houston - Bayou Bend
    PO Box 6826
    Houston,TX772656826     		  PC Bayou Bend Education Programs 2018-19 5,000
    Museum of Health & Medical Science
    1515 Hermann Drive
    Houston,TX77004     		  PC 50th Anniversayr Celebration 15,000
    Museum of Health & Medical Science
    1515 Hermann Drive
    Houston,TX77004     		  PC Healthcare Education/General Operating 12,500
    National Center on Sexual Exploitation
    12 F Street Suite 200
    Washington,DC20004     		  PC Dirty Dozen List Activism to End Sexual Exploitation 6,000
    National Pediatric Cancer Foundation Inc
    5550 W Executive Dr Ste 200
    Tampa,FL33609     		  PC National Pediatric Cancer Foundation, Fashion Funds The Cure 5,000
    National Review Institute
    19 West 44th Street Suite 1701
    New York,NY10036     		  PC Support for the NRI Mission and Core Programs 4,000
    Newman Connection Inc
    1700 Pacific Avenue Suite 2420
    Dallas,TX75201     		  PC High School Outreach Program for the Archdiocese of Galveston- Houston 4,000
    NextOp Inc
    PO Box 266
    Houston,TX77001     		  PC NextOps Texas Veteran Employment Program 15,000
    Nick Finnegan Counseling Center
    2714 Joanel Street
    Houston,TX77027     		  PC To provide operating support for Nick Finnegan Counseling Centers counseling services and outreach programs. 5,000
    O'Connell College Preparatory School
    1320 Tremont Street
    Galveston,TX77550     		  PC Guardian Angel Tuition Assistance Fund 5,000
    OneGoal - Houston
    7457 Harwin Dr Suite 263
    Houston,TX77036     		  PC General Operating Support 2,500
    Open Dance Project
    747 N Shepherd Dr 100
    Houston,TX77007     		  PC General Operating Funds FY19 6,000
    Open Door Mission Foundation
    PO Box 9356
    Houston,TX77261     		  PC 6 Computers for the Education Program 6,000
    Our American Network
    1739 University Ave 341
    Oxford,MS38655     		  PC Bringing our NPR-alternatives program Our American Stories to Houston 15,000
    Our Lady of Walsingham Catholic Church
    7809 Shadyvilla Lane
    Houston,TX77055     		  PC Pledge Approved 20,000 over 2 years - Support of Houston mission convent of the Dominican Sisters of Mary, Mother of the Eucharist. 10,000
    Paradisus Dei
    PO Box 19127
    Houston,TX77224     		  PC What is Love An Outreach to Millennials 10,000
    Parents Television Council
    150 E Olive Avenue Suite 112
    Burbank,CA91502     		  PC TV Content Ratings Reform Campaign 2,500
    Pathways for Little Feet
    9 Greenway Plaza Suite 3150
    Houston,TX77046     		  PC Pathways for Little feet provides families with no interest loans to be able to adopt their families.Over 1.6 million has been repaid into the Family Fund since 2008. 12,500
    Patriot PAWS Service Dogs
    254 Ranch Trail
    Rockwall,TX75032     		  PC Patriot PAWS Service Dogs 10,000
    Pontifical North American College
    3211 Fourth Street NE
    Washington,DC20017     		  PC Table at the Rectors dinner honoring the Strake Foundation full color add in program 15,000
    Pregnancy Center of the Coastal Bend
    4730 Everhart Road
    Corpus Christi,TX78411     		  PC Pregnancy Center Operations Support 3,000
    Presbyterian School
    5300 Main Street
    Houston,TX77004     		  PC Pledge Approved 100,000 over 4 years - Make Room for the Future Capital Campaign 25,000
    Pro-Vision Inc
    4590 Wilmington Street
    Houston,TX77051     		  PC Potential Opportunity Effort Transformation The Campaign for Pro-Vision 40,000
    Raise Up Families
    9610 Long Point Rd Ste 110
    Houston,TX77055     		  PC 2 Months Rent for 5 Families in our 9 Month Hand-Up Program 5,000
    Red Cloud Indian School
    100 Mission Drive
    Pine Ridge,SD57770     		  PC Red Cloud Indian School Housing Challenge 5,000
    Ronald McDonald House
    1907 Holcombe Blvd
    Houston,TX77030     		  PC Various Projects 10,000
    Sacred Heart Catholic School
    615 McDade St
    Conroe,TX77301     		  PC Playground Revitalization 15,000
    Salvation Army Greater Houston Area
    1500 Austin Street
    Houston,TX77002     		  PC The Salvation Army Annual Luncheon 10,000
    San Jacinto Museum of History Association
    One Monument Circle
    La Porte,TX77571     		  PC San Jacinto Monument Operations 20,000
    Semper Fi Fund
    825 College Boulevard Suite 102PMB
    Oceanside,CA92057     		  PC General Operating Support 10,000
    SER-Jobs for Progress of the Texas Gulf Coast
    1710 Telephone Road
    Houston,TX77023     		  PC SERs 2019 Veterans Program 7,500
    Sight Into Sound
    3935 Essex Lane
    Houston,TX77027     		  PC Radio Reading, Custom Reading and Descriptive program 3,000
    Social Motion Skills
    10694 Haddington Suite G
    Houston,TX77043     		  PC Solving lifes special needs for children and families with autism and similar disabilities 7,500
    Society of St Vincent de PaulHouston
    2403 Holcombe Blvd
    Houston,TX77021     		  PC Food Network Ministry 5,000
    Source for Women of Houston
    6009 Richmond Avenue Suite 130
    Houston,TX77057     		  PC Spring Branch family education ministry 5,000
    Special Olympics Texas
    17101 Mill Forest Road Suite 171
    Webster,TX77598     		  PC Special Olympics Texas Greater Houston Area Program 10,000
    Spring Branch-Memorial Sports Assoc
    PO Box 800211
    Houston,TX77280     		  PC Fields of Dreams Capital Campaign 10,000
    SpringSpirit Baseball
    8526 Pitner Road
    Houston,TX77080     		  PC Annual Breakfast of Champions 15,000
    St Johns School
    8100 Greenbriar Suite 300
    Houston,TX77054     		  PC Strake Foundaiton Endowment Fund at St. Johns School 25,000
    St Agnes Academy
    9000 Bellaire Blvd
    Houston,TX770364683     		  PC Veritas Derby Party 1,000
    St Francis Episcopal Day School
    335 Piney Point Road
    Houston,TX77024     		  PC Forward in Faith Phase II Capital Campaign 12,500
    St John Bosco School
    5630 West Commerce Street
    San Antonio,TX78237     		  PC Tuition Assistance 5,000
    St John Paul II High School
    3036 Saratoga Blvd
    Corpus Christi,TX78415     		  PC Student Transportation for St. John Paul II High School 5,000
    St John XXIII College Prep
    1800 West Grand Parkway N
    Katy,TX77449     		  PC St. John XXIII Plan 2025 10,000
    St Joseph Catholic SchoolBryan
    600 South Coulter
    Bryan,TX77803     		  PC St. Joseph Catholic High School Tuition Assistance Program 2,500
    St Michael Catholic School (Houston)
    1833 Sage Road
    Houston,TX77056     		  PC Spirit of St. Michael Annual Fund 15,000
    St Michael's Catholic Academy
    3000 Barton Creek Blvd
    Austin,TX78735     		  PC Hub for Advanced Learning Opportunities - HALO Project 5,000
    St Peter Catholic Student Center at Baylor University
    1415 S 9th Street
    Waco,TX76706     		  PC Impacting Disciples FOCUS Missionaries 5,000
    St Thomas High School
    4500 Memorial Dr
    Houston,TX77007     		  PC Capital Campaign 300,000
    Star of Hope Mission
    4848 Loop Central Dr Ste 500
    Houston,TX77081     		  PC New Pathways Program 5,000
    Stoney Creek Foundation
    510 Bering Drive Suite 150
    Houston,TX77057     		  PC Funding for Urban Initiative Summer Program 7,500
    Strake Jesuit College Preparatory
    8900 Bellaire Blvd
    Houston,TX77036     		  PC In All Things - Capital Campaign 100,000
    Summerhouse
    1424 Waseca Street
    Houston,TX77055     		  PC Building Hope/Capital Campaign 10,000
    Sunshine Kids
    2814 Virginia Street
    Houston,TX77098     		  PC Sunshine Kids Local Activities Program 4,000
    Tax Foundation
    1325 G Street NW Suite 950
    Washington,DC20005     		  PC Improving Lives Through Smarter Tax Policy Produce Timely of New Tax Proposals and Promoting Growth and Opportunity in the States 5,000
    Teach for America
    2 Greenway Plaza Suite 500
    Houston,TX77046     		  PC Corps Member Recruitment, Training, On-going Support, and Alumni Development 5,000
    Teen & Family Services
    9337 Katy Frwy Ste B PMB 314
    Houston,TX77024     		  PC Expansion of School Based APG Programming in the Urban Core 2,000
    Texas Archeological Society
    601 University DrDepartment of Anth
    San Marcos,TX786664616     		  PC Archeological Field School 5,000
    Texas Christian University
    TCU Box 297080
    Fort Worth,TX76129     		  PC Scholarship Support 25,000
    Texas Public Policy Foundation
    901 Congress Ave
    Austin,TX78701     		  PC Hispanic Outreach and Right on Immigration 25,000
    Texas State Aquarium Association
    2710 North Shoreline Boulevard
    Corpus Christi,TX78402     		  PC Animal Care Program 6,000
    Texas State Historical Association
    PO Box 5428
    Austin,TX78763     		  PC 2019 San Jacinto Symposium Women and the Texas Revolution 10,000
    Texas State History Museum Foundation
    1800 Congress Ave
    Austin,TX78701     		  PC 2019 Texas Independence Day Dinner 15,000
    Texas Values
    900 Congress AvenueSuite L-115
    Austin,TX78701     		  PC 2019-2020 Texas Legislative Guide 6,000
    The American Conservative
    910 17th Street NW Suite 312
    Washington,DC20006     		  PC The Future of Faith Initiative 5,000
    The Beacon
    1117 Texas Avenue
    Houston,TX77002     		  PC The Beacon Day Center Restoring Hope to Houstons Homeless 4,000
    The Bryan Museum
    1315 21st Street
    Galveston,TX77550     		  PC Education Programming and Outreach 15,000
    The Council on Recovery
    PO Box 2768
    Houston,TX77252     		  PC Center for Recovering Families 7,000
    The George W Bush Childhood Home
    P O Box 8586
    Midland,TX79708     		  PC General Operating Funds 6,000
    The Jesse Helms Center Foundation
    PO Box 247
    Wingate,NC28174     		  PC Free Enterprise Program Initiative 5,000
    TIRRInstitute for Rehabilitation & Research Foundation
    4605 Post Oak PlaceSuite 222
    Houston,TX77027     		  PC Mission Connect 2,000
    Todays Harbor for Children
    514 Bayridge Road
    La Porte,TX77571     		  PC Residential Program at Todays Harbor for Children 5,000
    Trees for Houston
    PO Box 270477
    Houston,TX77277     		  PC Trees For Houston 5,000
    United Way of Greater Houston
    50 Waugh Drive
    Houston,TX77007     		  PC Annual Campaign Supporting the Mission and Work of United Way of Greater Houston 2,500
    University Catholic Center
    2010 University Ave
    Austin,TX78705     		  PC Pledge Approved 45,000 over 3 years. - Operating Support - Unrestricted 15,000
    University of Dallas
    1845 E Northgate Drive
    Irving,TX75062     		  PC Strake Foundation Scholarships for Texas Students 5,000
    University of St Thomas
    3800 Montrose Blvd
    Houston,TX77006     		  PC Faithful Citizenship Dinner 10,000
    University of St Thomas
    3800 Montrose Blvd
    Houston,TX77006     		  PC Carnival Scholarship Gala 10,000
    University of St Thomas
    3800 Montrose Blvd
    Houston,TX77006     		  PC Center for Thomistic Studies 50,000
    Urban Harvest
    3302 Canal St Suite 73
    Houston,TX77003     		  PC General operations of our programs Community Gardens, Youth Education, Gardening Classes and Farmers Markets 5,000
    Vita Living Inc
    3300 S Gessner Ste 150
    Houston,TX77063     		  PC Vita Livings General Operations 5,000
    Volunteer Interfaith Caregivers Southwest
    5001 Bellaire Blvd
    Bellaire,TX77401     		  PC Expansion of Free Transportation Program 5,000
    Washington Legal Foundation
    2009 Massachusetts Avenue NW
    Washington,DC20036     		  PC 2019 General Operating Support 5,000
    Wellsprings Village Inc
    PO Box 311017
    Houston,TX77231     		  PC Comprehensive Case Management and Supportive Services 5,000
    West Side Helping Hand
    PO Box 5431
    Corpus Christi,TX78465     		  PC WSHH Youth Outreach and Education Programs 5,000
    Western Academy
    1511 Butlercrest St
    Houston,TX77080     		  PC Western Academy Scholarship 20,000
    Wildlife Habitat Federation
    2525 Nantucket Dr Unit 6
    Houston,TX770574829     		  PC Operating Support 4,000
    Women's Fund for Health Education & Research
    5433 Westheimer Suite 924
    Houston,TX77056     		  PC Health Education Programs for Girls and Women 5,000
    Wonders & Worries Inc
    9101 Burnet Road Suite 205
    Austin,TX78758     		  PC Coping Support Services for Underserved Children Facing a Serious Parental Illness Austin and Capital Campaign Houston 5,000
    Xavier Society for the Blind (XSB)
    248 West 35 St Ste 1502
    New York,NY10001     		  PC Production of Mass Propers in braille 1,500
    Total .................................bullet 3a 2,262,600
    bApproved for future payment
    Presbyterian School
    5300 Main Street
    Houston,TX77004     		  PC Capital Campaign 50,000
    Avondale House
    3737 OMeara Drive
    Houston,TX77025     		  PC Capital Campaign 5,000
    Big Brothers Big Sisters Houston
    1003 Washington Ave
    Houston,TX77002     		  PC Capital Campaign 10,000
    Our Lady of Walsingham Cath Church
    7809 Shadyvilla Lane
    Houston,TX77055     		  PC Capital Campaign 10,000
    University Catholic Center
    2010 University Ave
    Austin,TX75062     		  PC Capital Campaign 30,000
    Incarnate Word Academy - Houston
    609 Crawford Street
    Houston,TX77002     		  PC Capital Campaign 300,000
    Texas Christian University
    TCU Box 297080
    Forth Worth,TX76129     		  PC Capital Campaign 50,000
    St Agnes Academy - Houston
    9000 Bellaire Blvd
    Houston,TX77036     		  PC Capital Campaign 200,000
    Total .................................bullet 3b 655,000
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 ...........     		    14 360  
    4 Dividends and interest from securities....     14 1,480,981  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		      2,215,788  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP INCOME     		      -1,564,821  
    bOIL GAS ROYALTIES       238  
    cOTHER INVESTMENT INCOME       5,000  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   2,137,546  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,137,546
    (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.)
    N/A N/A
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 (2019)
    Additional Data


    Software ID: 19009610
    Software Version: 19.2.1.0
    Part VI Line 7 - Tax Paid with the Original Return: 30,000


    Form 990PF - Special Condition Description:
    Special Condition Description