-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
07-01-2019
, and ending
06-30-2020
Name of foundation
THE WILLIAM STAMPS FARISH FUND
Number and street (or P.O. box number if mail is not delivered to street address)
1100 LOUISIANA SUITE 2200
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOUSTON
,
TX
77002
A Employer identification number
74-6043019
B
Telephone number (see instructions)
(713) 757-7300
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
220,638,056
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
336,810
336,810
4
Dividends and interest from securities
...
6,933,603
6,933,603
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,365,901
b
Gross sales price for all assets on line 6a
1,365,901
7
Capital gain net income (from Part IV, line 2)
...
1,365,901
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)
.......
440,927
440,927
12
Total.
Add lines 1 through 11
........
9,077,241
9,077,241
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
262,500
0
0
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
140,168
70,084
70,084
c
Other professional fees (attach schedule)
....
775,726
775,726
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
101,853
0
19,607
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
16,058
6,836
9,222
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,296,305
852,646
98,913
25
Contributions, gifts, grants paid
.......
11,222,500
11,222,500
26
Total expenses and disbursements.
Add lines 24 and 25
12,518,805
852,646
11,321,413
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-3,441,564
b
Net investment income
(if negative, enter -0-)
8,224,595
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
1
Cash—non-interest-bearing
.............
623,984
1,002,066
1,002,066
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
81,677
74,431
74,431
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
99,691,906
95,500,370
214,005,656
c
Investments—corporate bonds (attach schedule)
.......
3,250,000
3,250,000
3,250,000
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,926,767
2,305,903
2,305,903
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
105,574,334
102,132,770
220,638,056
17
Accounts payable and accrued expenses
..........
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
105,574,334
102,132,770
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
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)
.....
105,574,334
102,132,770
30
Total liabilities and net assets/fund balances
(see instructions)
.
105,574,334
102,132,770
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
105,574,334
2
Enter amount from Part I, line 27a
.....................
2
-3,441,564
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
102,132,770
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
102,132,770
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
HOUSTON TRUST COMPANY
P
2020-06-30
b
LITIGATION SETTLEMENT - GBLX
P
2020-02-24
c
LITIGATION SETTLEMENT - AIG
P
2019-11-21
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
1,365,818
1,365,818
b
51
51
c
32
32
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
1,365,818
b
51
c
32
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
1,365,901
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
...................
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?
Yes
No
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
12,430,969
245,597,066
0.050615
2017
12,488,215
247,026,944
0.050554
2016
9,496,772
235,801,670
0.040274
2015
8,652,836
225,684,959
0.038340
2014
9,613,313
240,682,389
0.039942
2
Total
of line 1, column (d)
.....................
2
0.219725
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
0.043945
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
230,461,248
5
Multiply line 4 by line 3
......................
5
10,127,620
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
82,246
7
Add lines 5 and 6
........................
7
10,209,866
8
Enter qualifying distributions from Part XII, line 4
,.............
8
11,321,413
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
and enter “N/A" on line 1.
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
82,246
here
and 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
82,246
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
82,246
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
141,632
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
141,632
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
59,386
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
59,386
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
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)
TX
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
Yes
Website address
N/A
14
The books are in care of
JO BETH BRISTER
Telephone no.
(713) 757-7300
Located at
1100 LOUISIANA SUITE 2200
HOUSTON
TX
ZIP+4
77002
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
LAURA FARISH CHADWICK
VICE PRESIDENT
0.00
0
0
0
1100 LOUISIANA SUITE 2200
HOUSTON
,
TX
77002
CORNELIA GERRY CORBETT
SENIOR VICE PRESIDENT
0.00
0
0
0
1100 LOUISIANA SUITE 2200
HOUSTON
,
TX
77002
LARRY L SHRYOCK
PRESIDENT
0.00
0
0
0
1100 LOUISIANA SUITE 2200
HOUSTON
,
TX
77002
LEANN STARNS
SECRETARY
0.00
0
0
0
1100 LOUISIANA SUITE 2200
HOUSTON
,
TX
77002
JO BETH BRISTER
TREASURER
0.00
0
0
0
1100 LOUISIANA SUITE 2200
HOUSTON
,
TX
77002
JOAN NEUHAUS SCHAAN
EXECUTIVE DIRECTOR
0.00
0
0
0
1100 LOUISIANA SUITE 2200
HOUSTON
,
TX
77002
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
...................
0
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
HOUSTON TRUST COMPANY
INV. MGMT. FEES
775,726
1001 FANNIN SUITE 700
HOUSTON
,
TX
770026707
W S FARISH & COMPANY
ACCTG & DATA PR
120,000
1100 LOUISIANA SUITE 2200
HOUSTON
,
TX
77002
Total
number of others receiving over $50,000 for professional services
.............
0
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
.........................
0
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
227,182,304
b
Average of monthly cash balances
.......................
1b
1,232,603
c
Fair market value of all other assets (see instructions)
................
1c
5,555,903
d
Total
(add lines 1a, b, and c)
.........................
1d
233,970,810
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
233,970,810
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
3,509,562
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
230,461,248
6
Minimum investment return.
Enter 5% of line 5
..................
6
11,523,062
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
11,523,062
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
82,246
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
82,246
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
11,440,816
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
11,440,816
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
11,440,816
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
11,321,413
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
11,321,413
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
82,246
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
11,239,167
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
11,440,816
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
245,869
e
From 2018
......
214,731
f
Total
of lines 3a through e
........
460,600
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
11,321,413
a
Applied to 2018, but not more than line 2a
0
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 2019 distributable amount
.....
11,321,413
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
119,403
119,403
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
341,197
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
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)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
341,197
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
126,466
d
Excess from 2018
....
214,731
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
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CAROLYN WATSON
1100 LOUISIANA SUITE 2200
HOUSTON
,
TX
77002
(713) 757-7300
b
The form in which applications should be submitted and information and materials they should include:
ALL ORGANIZATIONS ARE REQUIRED TO SUBMIT PROOF OF EXEMPT STATUS.
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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)
a
Paid during the year
A D PLAYERS
5420 WESTHEIMER RD
HOUSTON
,
TX
77056
NONE
PUBLIC
COMMUNITY OUTREACH AND GENERAL OPERATIONS
50,000
A KID'S PLACE OF TAMPA BAY INC
1715 LITHIA PINECREST RD
BRANDON
,
FL
33511
NONE
PUBLIC
SUPPLIES AND ACTIVITIES FEES
25,000
ALICE LLOYD COLLEGE
100 PURPOSE RD
PIPPA PASSES
,
KY
41844
NONE
PUBLIC
GENERAL OPERATIONS
15,000
ALIVE HOSPICE INC
1710 PATTERSON STREET
NASHVILLE
,
TN
33511
NONE
PUBLIC
PEDIATRIC PROGRAMS AND CARE
25,000
ALLEY THEATRE
615 TEXAS AVE
HOUSTON
,
TX
77002
NONE
PUBLIC
EMERGENCY FUNDRAISING CAMPAIGN
50,000
AMERICAN PRIVATE RADIO
1739 UNIVERSITY AVENUE 341
OXFORD
,
MS
38655
NONE
PUBLIC
HOUSTON PROGRAMMING
25,000
ANTIQUES & GARDEN SHOW OF NASHVILLE INC
1200 FOREST PARK DR
NASHVILLE
,
TN
37205
NONE
PUBLIC
2021 GARDEN SHOW AND CHEEKWOOD
10,000
AUCILLA CHRISTIAN ACADEMY
7803 AUCILLA HIGHWAY
MONTICELLO
,
FL
32344
NONE
PUBLIC
NEW CAPITAL CAMPAIGN
350,000
BLUE GRASS COMMUNITY FOUNDATION INC
499 E HIGH ST 112
LEXINGTON
,
KY
40591
NONE
PUBLIC
WOODFORD COUNTY COMMUNITY FUND'S HORSE FARM CHALLENGE
25,000
BO'S PLACE
10050 BUFFALO SPEEDWAY
HOUSTON
,
TX
77054
NONE
PUBLIC
GENERAL OPERATIONS
15,000
BOCA GRANDE HEALTH CLINIC FOUNDATION INC
PO BOX 2340
BOCA GRANDE
,
FL
339212340
NONE
PUBLIC
ANNUAL APPEAL
50,000
BOCA GRANDE PRESCHOOL
PO BOX 1386
BOCA GRANDE
,
FL
339211386
NONE
PUBLIC
SUBSIDIES AND SCHOLARSHIPS
15,000
BOY SCOUTS OF AMERICA - SAM HOUSTON AREA COUNCIL
2225 N LOOP W FWY
HOUSTON
,
TX
77008
NONE
PUBLIC
SCOUT REACH PROGRAM
75,000
BOYS & GIRLS COUNTRY OF HOUSTON INC
18806 ROBERTS RD
HOUSTON
,
TX
77447
NONE
PUBLIC
GENERAL OPERATIONS
50,000
BRAVO CREATIVE ARTS CENTER
2227 HILLSBORO ROAD
FRANKLIN
,
TN
37069
NONE
PUBLIC
GENERAL OPERATIONS
25,000
BROTHERHOODSISTER SOL INC
140 HAMILTON PL
NEW YORK
,
NY
10031
NONE
PUBLIC
GENERAL PROGRAM SUPPORT & COVID RESPONSE EXPENSES
275,000
CACTUS NAZARENE MINISTRY CENTER
200 PALO DURO DR
CACTUS
,
TX
79013
NONE
PUBLIC
GENERAL OPERATIONS AND COVID RESPONSE
10,000
CAMP ALLEN CAMP & CONFERENCE CENTER
18800 FM 362
NAVASOTA
,
TX
77868
NONE
PUBLIC
AT-RISK YOUTH SCHOLARSHIPS
20,000
CANCER FOUNDATION OF SANTA BARBARA
601 W JUNIPERO STREET
SANTA BARBARA
,
CA
93105
NONE
PUBLIC
MEROVICK FUND FOR PATIENT ASSISTANCE
150,000
CARNEGIE LITERACY CENTER INC
251 W 2ND ST
LEXINGTON
,
KY
40507
NONE
PUBLIC
TUTORING AND OUTREACH
20,000
CENTER FOR HEARING & SPEECH
1417 HOUSTON AVE
HOUSTON
,
TX
77007
NONE
PUBLIC
CAMPAIGN FOR OUR FUTURE CAPITAL CAMPAIGN
250,000
CHAMPIONS FOR CHILDREN INC
3108 W AZEELE ST
TAMPA
,
FL
33609
NONE
PUBLIC
GENERAL OPERATIONS
200,000
CHILDREN'S MUSEUM OF HOUSTON INC
1500 BINZ
HOUSTON
,
TX
77004
NONE
PUBLIC
NEW EXHIBITS
50,000
CHINQUAPIN PREPARATORY SCHOOL
2615 E WALLISVILLE
HIGHLANDS
,
TX
77562
NONE
PUBLIC
GENERAL OPERATIONS AND SCHOLARSHIPS
30,000
CHRIST EPISCOPAL CHURCH
425 N CHERRY ST
MONTICELLO
,
FL
32344
NONE
PUBLIC
HISTORIC PRESERVATION GRANT PROGRAM
10,000
CLOTHED BY FAITH INC
802 DOMINION DR 100
KATY
,
TX
77450
NONE
PUBLIC
GENERAL OPERATIONS
5,000
COLD SPRING HARBOR LABORATORY
1 BUNGTOWN RD
COLD SPRING HARBAR
,
NY
11724
NONE
PUBLIC
RESEARCH FACILITY CAPITAL CAMPAIGN
150,000
COMBINED ARMS
2929 MCKINNEY ST
HOUSTON
,
TX
77003
NONE
PUBLIC
SIV PROGRAM AND SOCIAL MEDIA OUTREACH & MARKETING
120,000
COMMUNITY FOUNDATION OF JACKSON HOLE
245 EAST SIMPSON ST
JACKSON HOLE
,
WY
83001
NONE
PUBLIC
OLD BILL'S FUN RUN
25,000
COMMUNITY FOUNDATION OF MIDDLE TENNESSEE INC
3833 CLEGHORN 400
NASHVILLE
,
TN
372152519
NONE
PUBLIC
THE WOMEN'S FUND - GILRS GIVE FUND
10,000
CORBETT PREPARATORY SCHOOL OF IDS INC
12015 ORANGE GROVE DR
TAMPA
,
FL
33618
NONE
PUBLIC
SCHOLARSHIPS, INTERNSHIPS, RESIDENCIES, AND TEACHER TRAINING
200,000
COVENANT HOUSE TEXAS
1111 LOVETT BLVD
HOUSTON
,
TX
77006
NONE
PUBLIC
PLEDGE TO THE BUILDING FOR LIFE CAPITAL CAMPAIGN
200,000
CRISIS CENTER OF TAMPA BAY INC
ONE CRISIS PLAZA
TAMPA
,
FL
33613
NONE
PUBLIC
CORBETT TRAUMA CENTER
250,000
DAN'S HOUSE OF HOPE INC
PO BOX 8444
HOUSTON
,
TX
77288
NONE
PUBLIC
GENERAL OPERATIONS
10,000
DAWNING FAMILY SERVICES
PO BOX 310525
TAMPA
,
FL
33680
NONE
PUBLIC
GENERAL OPERATIONS
10,000
DEPELCHIN CHILDREN'S CENTER
1300A BAY AREA BLVD STE 200
HOUSTON
,
TX
77058
NONE
PUBLIC
INTEGRATED MENTAL HEALTH SERVICES
75,000
DEVELOPING ARTISTS THEATHER COMPANY INC
12 5TH AVENUE 52
NEW YORK
,
NY
10011
NONE
PUBLIC
CLASSROOM RENTAL AND SALARIES
50,000
FAMILY & CHILDREN'S ASSOCIATION INC
100 E OLD COUNTRY RD
MINEOLA
,
NY
11501
NONE
PUBLIC
NASSAU AND SUFFOLK COUNTY OPERATIONS SUPPORT AND PERMANENTLY RESTRICTED ENDOWMENT
275,000
FIRST TEE OF GREATER HOUSTON INC
7000 CAPITOL STREET
HOUSTON
,
TX
77011
NONE
PUBLIC
SCHOOL PROGRAMS
60,000
FRIENDS OF JOSHUA HOUSE FOUNDATION INC
PO BOX 26333
TAMPA
,
FL
33601
NONE
PUBLIC
SAVE JOSHUA HOUSE CAMPAIGN AND EARN TO LEARN AND ENRICHMENT ACTIVITIES
225,000
FRIST CENTER FOR THE VISUAL ARTS INC
919 BROADWAY
NASHVILLE
,
TN
37203
NONE
PUBLIC
MARTIN ART QUEST AND EXHIBITION SUPPORT
50,000
GALVESTON COUNTY FOOD BANK
624 4TH AVE N
TEXAS CITY
,
TX
77590
NONE
PUBLIC
COVID-19 MOBILE UNIT
70,000
GASPARILLA ISLAND CONSERVATION & IMPROVEMENT ASSN INC
PO BOX 446
BOCA GRANDE
,
FL
33921
NONE
PUBLIC
GENERAL OPERATIONS
200,000
GEORGE W BUSH PRESIDENTIAL CENTER
PO BOX 600610
DALLAS
,
TX
75206
NONE
PUBLIC
SPONSORSHIP OF PORTRAITS IN COURAGE EXHIBITION
250,000
GLENWOOD CEMETERY HISTORIC PRESERVATION FOUNDATION
2525 WASHINGTON AVE
HOUSTON
,
TX
77007
NONE
PUBLIC
BUILDINGS AND GROUNDS PRESERVATION
20,000
GOLFERS AGAINST CANCER INC
1700 LAKE KINGWOOD TRAIL
KINGWOOD
,
TX
77339
NONE
PUBLIC
PRO/AM TOURNAMENT SUPPORT; ACK UNSIGNED
50,000
GOODWILL INDUSTRIES OF HOUSTON
1140 W LOOP N FWY
HOUSTON
,
TX
77055
NONE
PUBLIC
VETERAN EMPLOYMENT AND TRAINING SERVICES
250,000
HARRIS COUNTY HOSPITAL DISTRICT FOUNDATION
2525 HOLLY HALL ST 292
HOUSTON
,
TX
77054
NONE
PUBLIC
COVID PPE AND SANITIZING SUPPLIES EXPENSES
100,000
HEALTHCARE FOR THE HOMELESS - HOUSTON
1934 CAROLINE ST
HOUSTON
,
TX
77002
NONE
PUBLIC
COVID-19 RESPONSE AND INTEGRATED MEDICAL CARE
25,000
HEALTHYWAYS INC
555 N JEFFERSON ST
MONTICELLO
,
FL
32344
NONE
PUBLIC
OUTREACH PROGRAMMING
50,000
HOLOCAUST MUSEUM HOUSTON
5401 CAROLINE ST
HOUSTON
,
TX
77004
NONE
PUBLIC
K TO 12TH EDUCATION PROGRAMS
25,000
HOUSTON BAPTIST UNIVERSITY
7502 FONDREN RD
HOUSTON
,
TX
77074
NONE
PUBLIC
CYBER SECURITY ENGINEERING PROGRAM
250,000
HOUSTON HOSPICE
1905 HOLCOMBE BLVD
HOUSTON
,
TX
77030
NONE
PUBLIC
CHARITY CARE
50,000
HOUSTON POLICE FOUNDATION
1200 TRAVIS 18TH FLOOR
HOUSTON
,
TX
77002
NONE
PUBLIC
ADOPT A HORSE AND EQUINE SUPPORT
10,000
HOUSTON PROFESSIONAL FIRE FIGHTERS ASSOCIATION CHARITABLE FOUNDATION
1907 FREEMAN ST
HOUSTON
,
TX
77009
NONE
PUBLIC
HYDRO-RAM TOOLS
20,000
HOUSTON'S AMAZING PLACE INC
3735 DREXEL DR
HOUSTON
,
TX
77027
NONE
PUBLIC
GENERAL OPERATIONS
35,000
HUMBLE AREA ASSISTANCE MINISTRIES
PO BOX 14051
HUMBLE
,
TX
77347
NONE
PUBLIC
GENERAL OPERATIONS
10,000
INSTITUTE FOR ETHNOMEDICINE INC
240 E DELONEY AVE
JACKSON HOLE
,
WY
83001
NONE
PUBLIC
PURCHASE OF MASS SPECTROMETER
175,000
INTERFAITH MINISTRIES
3303 MAIN ST
HOUSTON
,
TX
77002
NONE
PUBLIC
ANIMEALS PROGRAM
10,000
ISLAND SCHOOL
PO BOX 1090
BOCA GRANDE
,
FL
33921
NONE
PUBLIC
ANNUAL FUND
50,000
JEFFERSON SENIOR CITIZENS CENTER INC
1155 N JEFFERSON ST
MONTICELLO
,
FL
32344
NONE
PUBLIC
GENERAL OPERATIONS
20,000
JOY DEVELOPMENT SCHOOL
1 CHELSEA BLVD
HOUSTON
,
TX
77006
NONE
PUBLIC
PLEDGE TO THE DREAM BIG! CAPITAL CAMPAIGN
200,000
JUNIOR ACHIEVEMENT OF THE BLUEGRASS INC
2420 SPURR RD SUITE 150
LEXINGTON
,
KY
40511
NONE
PUBLIC
JA BIZ TOWN AND JA FINANCE PARK
30,000
JUNIOR ACHIEVEMENT OF THE SOUTHEAST TEXAS INC
2115 E GOVERNORS CIR
HOUSTON
,
TX
77092
NONE
PUBLIC
JA BIZ TOWN AND JA FINANCE PARK
50,000
KENTUCKY WILDLIFE CENTER INC
4270 GEORGETOWN RD
LEXINGTON
,
KY
40511
NONE
PUBLIC
GENERAL OPERATIONS
30,000
KICK DRUGS OUT OF AMERICA FOUNDATION
10222 WESTHEIMER RD
HOUSTON
,
TX
77042
NONE
PUBLIC
GENERAL OPERATIONS
20,000
KIDS MEALS INC
330 GARDEN OAKS BLVD
HOUSTON
,
TX
77018
NONE
PUBLIC
HEALTHY MEAL DELIVERY PROGRAM EXPANSION AND FOOD COSTS
77,500
KINKAID SCHOOL THE
201 KINKAID SCHOOL DR
HOUSTON
,
TX
77024
NONE
PUBLIC
GO WEST INITIATIVE AND JOURNALISM AND LEADERSHIP PROGRAMS
100,000
LEGACY COMMUNITY HEALTH SERVICES
PO BOX 31
DELHI
,
NY
13753
NONE
PUBLIC
COVID-19 RESPONSE AND PEDIATRIC TELEMEDICINE
40,000
LIFEHOUSE OF HOUSTON INC
PO BOX 27127
HOUSTON
,
TX
77227
NONE
PUBLIC
GENERAL OPERATIONS
30,000
LITERACY COUNCIL OF FORT BEND COUNTY
12530 EMILY CT
SUGARLAND
,
TX
77478
NONE
PUBLIC
MAINTENANCE AND SOFTWARE UPGRADES FOR COMPUTER LAB EQUIPMENT
10,000
LIVING ARTS & SCIENCE CENTER INC
362 N MARTIN KING BLVD
LEXINGTON
,
KY
40508
NONE
PUBLIC
PROGRAMS AND CAPITAL IMPROVEMENTS
20,000
MANHATTAN INSTITUTE - ADAM SMITH SOCIETY
52 VANDERBILT AVE
NEW YORK
,
NY
10017
NONE
PUBLIC
HOUSTON CHAPTERS SUPPORT
45,000
MARKEY CANCER CENTER FOUNDATION INC
800 ROSE ST
LEXINGTON
,
KY
40536
NONE
PUBLIC
SALLY HUMPHREYS CHAIR & PRECISION MEDICINE CENTER PLEDGE
750,000
MASTERS SCHOOL
49 CLINTON AVE
DOBBS FERRY
,
NY
10522
NONE
PUBLIC
ANNUAL FUND
10,000
MAYO CLINIC
200 1ST ST SOUTHWEST
ROCHESTER
,
MN
55905
NONE
PUBLIC
DR. IAN HAY RESEARCH
50,000
MEMORIAL HERMANN FOUNDATION
929 GESSNER RD 2650
HOUSTON
,
TX
77024
NONE
PUBLIC
LIFE FLIGHT RELOCATION
250,000
MEMORIAL PARK CONSERVANCY INC
7575 NORTH PACIFIC LANE
HOUSTON
,
TX
77007
NONE
PUBLIC
PARK MAINTENANCE
100,000
METHODIST HOSPITAL FOUNDATION
1707 SUNSET BLVD
HOUSTON
,
TX
77005
NONE
PUBLIC
ALZHEIMER'S RESEARCH STUDY
250,000
MUSEUM OF FINE ARTS HOUSTON
1001 BISSONNET
HOUSTON
,
TX
77005
NONE
PUBLIC
ANNUAL FUND
50,000
NASHVILLE SYMPHONY ASSOCIATION
1 SYMPHONY PL
NASHVILLE
,
TN
37211
NONE
PUBLIC
FREE ACCESS TO HANDS-ON LEARNING AND LISTENING
20,000
NASHVILLE ZOO INC
3777 NOLENSVILLE PIKE
NASHVILLE
,
TN
37211
NONE
PUBLIC
EDUCATION AND OUTREACH PROGRAMS
25,000
NEXTOP INC
2929 MCKINNEY ST
HOUSTON
,
TX
77003
NONE
PUBLIC
VETERAN EMPLOYMENT PROGRAMS
100,000
OASIS CENTER INC
1704 CHARLOTTE PIKE STE 200
NASHVILLE
,
TN
37203
NONE
PUBLIC
CRISIS TO HOUSING SERVICES
30,000
PERIWINKLE FOUNDATION
3400 BISSONNET ST STE 185
HOUSTON
,
TX
50000
NONE
PUBLIC
CAMP PERIWINKLE
50,000
PERMANENTLY DISABLED JOCKEYS FUND INC
PO BOX 803
ELMHURST
,
IL
60126
NONE
PUBLIC
RESTRICTED TO PERMANENT ENDOWMENT
100,000
PLANNED PARENTHOOD ASSOCIATION OF SOUTHWEST AND CENTRAL FLORIDA INC
736 CENTRAL AVE
SARASOTA
,
FL
34236
NONE
PUBLIC
HILLSBOROUGH COUNTY HEALTH SERVICES
25,000
PROJECT GRAD HOUSTON
3100 MAIN ST STE 701A
HOUSTON
,
TX
77002
NONE
PUBLIC
TECHNOLOGY COSTS
50,000
QUANTUM LEAP FARM INC
10504 WOODSTOCK RD
ODESSA
,
FL
33556
NONE
PUBLIC
EQUINE THERAPY SCHOLARSHIPS
50,000
RED HOOK ART PROJECT
183 RICHARD ST
BROOKLYN
,
NY
11231
NONE
PUBLIC
COVID RELATED OPERATIONS AND ACTIVITIES
35,000
RICE UNIVERSITY - VETERANS IN BUSINESS ASSOCIATION
PO BOX 2932-MS 531 310
HOUSTON
,
TX
77252
NONE
PUBLIC
VET BIZ BATTLE 2021
35,000
RICE UNIVERSITY JONES SCHOOL
PO BOX 2932-MS 531 310
HOUSTON
,
TX
77252
NONE
PUBLIC
FARISH MILITARY SCHOLARSHIP
250,000
SAN JACINTO MUSEUM OF HISTORY
1 MONUMENT CIRCLE
LA PORTE
,
TX
77571
NONE
PUBLIC
FILM PROJECT
10,000
SAN JOSE CLINIC
2615 FANNIN ST
HOUSTON
,
TX
77002
NONE
PUBLIC
GENERAL OPERATIONS
10,000
SEMINARY OF THE SOUTHWEST
501 EAST 32ND
AUSTIN
,
TX
78705
NONE
PUBLIC
THE CAMPAIGN FOR SOUTHWEST
125,000
SEXUAL ASSAULT CENTER
101 FRENCH LANDING DR
NASHVILLE
,
TN
37228
NONE
PUBLIC
COVID EXPENSES AND GENERAL OPERATIONS
100,000
SHAKESPEARE GLOBE CENTRE INC
1118 WILLARD
HOUSTON
,
TX
77006
NONE
PUBLIC
YOUTH OUTREACH PROGRAMS
25,000
SMALL STEPS NURTURING CENTER
2902 JENSEN DR
HOUSTON
,
TX
77026
NONE
PUBLIC
SOCIAL AND EMOTIONAL HEALTH PROGRAM
35,000
SOUTH KENT SCHOOL CORPORATION
40 BULLS BRIDGE RD
SOUTH KENT
,
CT
06785
NONE
PUBLIC
ANNUAL FUND
50,000
SPRING OF TAMPA BAY INC
PO BOX 5147
TAMPA
,
FL
336755147
NONE
PUBLIC
YOUTH PREVENTION PROGRAMS AND INCREDIBLE KIDS PROGRAM
25,000
ST ANDREW'S EPISCOPAL CHURCH
PO BOX 272
BOCA GRANDE
,
FL
33921
NONE
PUBLIC
ANNUAL APPEAL
20,000
ST GEORGE'S EPISCOPAL CHURCH
4715 HARDING RD
NASHVILLE
,
TN
37205
NONE
PUBLIC
STEWARDSHIP 2020
25,000
ST JOHN THE DIVINE EPISCOPAL CHURCH
2450 RIVER OAKS BLVD
HOUSTON
,
TX
77019
NONE
PUBLIC
NAU CHALLENGE
40,000
ST JOHN'S SCHOOL
2401 CLAREMONT
HOUSTON
,
TX
77019
NONE
PUBLIC
ANNUAL FUND
50,000
STAGES INC
3201 ALLEN PARKWAY
HOUSTON
,
TX
77019
NONE
PUBLIC
GENERAL OPERATIONS
25,000
STAR OF HOPE MISSION
6897 ARDMORE ST
HOUSTON
,
TX
77054
NONE
PUBLIC
NEW PATHWAYS PROGRAM
50,000
STARS SCHOLARSHIP FUND
3900 N MCCOLL RD
MCALLEN
,
TX
78501
NONE
PUBLIC
MEDICAL SCHOLARSHIPS
25,000
TADSAW INC
13423 BLANCO RD 218
SAN ANTONIO
,
TX
78216
NONE
PUBLIC
MEDICAL ALERT TEAMS
10,000
TALL TIMBERS RESEARCH INC
13093 HENRY BEADER DR
TALLAHASSEE
,
FL
32312
NONE
PUBLIC
STRATEGIC PLAN SUPPORT
200,000
TAMPA JCC FEDERATION INC
13009 COMMUNITY CAMPUS DR
TAMPA
,
FL
33625
NONE
PUBLIC
CORBETT PRESCHOOL SCHOLARSHIP FUND
25,000
TAMPA MUSEUM OF ART INC
120 W GASPARILLA PLAZA
TAMPA
,
FL
33602
NONE
PUBLIC
MAJOR ART EXHIBIT SUPPORT AND CENTENNIAL CAMPAIGN
450,000
TAPING FOR THE BLIND INC
3935 ESSEX LN
HOUSTON
,
TX
77027
NONE
PUBLIC
PROGRAMS SUPPORT; GOLF TOURNAMENT SUPPORT; GENERAL OPERATIONS
200,000
TEACH FOR AMERICA INC - GREATER NASHVILLE
220 ATHENS WAY SUITE 300
NASHVILLE
,
TN
37228
NONE
PUBLIC
NASHVILLE SUMMER ACADEMIES
50,000
TEXAS AGRICULTURAL LAND TRUST
1919 OAKWELL FARMS PKWY STE 100
SAN ANTONIO
,
TX
78218
NONE
PUBLIC
HOUSTON AREA ACTIVITIES
10,000
TEXAS CENTER FOR THE MISSING
2500 BOLSOVER ST
HOUSTON
,
TX
77005
NONE
PUBLIC
YOUTH CYBER THREAT AWARENESS
5,000
THE BLUE BIRD CIRCLE
615 W ALABAMA ST
HOUSTON
,
TX
77006
NONE
PUBLIC
PEDIATRIC NEUROLOGICAL SERVICES
75,000
THE HERITAGE SOCIETY
1100 BAGBY ST
HOUSTON
,
TX
77002
NONE
PUBLIC
GENERAL OPERATIONS
15,000
THISTLE FARMS INC
5122 CHARLOTTE PIKE
NASHVILLE
,
TN
37209
NONE
PUBLIC
MAGDALENE RESIDENTIAL PROGRAM AND COVID RELATED EXPENSE
100,000
THOMASVILLE COMMUNITY RESOURCE CENTER
PO BOX 1897
THOMASVILLE
,
GA
31799
NONE
PUBLIC
PARENT - CHILD HOME PROGRAM
45,000
TIRR FOUNDATION
4605 POST OAK PLACE DR STE 222
HOUSTON
,
TX
77027
NONE
PUBLIC
UTMB BIAFAC RESEARCH
100,000
TRANSMIT RECEIVE LABS INC
205 ROBERTS ST
HOUSTON
,
TX
77003
NONE
PUBLIC
COVID PPE SUPPORT
75,000
UNITED STATES EQUESTRIAN TEAM FOUNDATION INC
PO BOX 355
GLADSTON
,
NJ
07934
NONE
PUBLIC
RAISE THE BAR CAMPAIGN
100,000
UNIVERSITY OF VIRGINIA RECTORS AND VISITORS OF THE
2420 OLD IVY RD 2ND FLOOR
CHARLOTTESVILLE
,
VA
22903
NONE
PUBLIC
ANNUAL FUND
200,000
URBAN ENRICHMENT INSTITUTE
4014 MARKET ST 105
HOUSTON
,
TX
77020
NONE
PUBLIC
2020 SUMMER PROGRAM
120,000
VANDERBILT UNIVERSITY MEDICAL CENTER
1211 MEDICAL CENTER DR
NASHVILLE
,
TN
37232
NONE
PUBLIC
CHILDREN'S HOSPITAL COVID RESEARCH
50,000
VITA LIVING FOUNDATION
3300 S GESSNER RD 150
HOUSTON
,
TX
77063
NONE
PUBLIC
HOUSING INITIATIVE
25,000
W OSCAR NEUHAUS MEMORIAL FOUNDATION
4433 BISSONNET
BELLAIRE
,
TX
77401
NONE
PUBLIC
TEACHER PROFESSIONAL LEARNING PROGRAM AND GENERAL OPERATIONS
200,000
WESTERN ACADEMY
1511 BUTLECREST
HOUSTON
,
TX
77080
NONE
PUBLIC
CAPITAL PROJECTS
25,000
WILL ERWIN HEADACHE RESEARCH FOUNDATION
609 MAIN STREET SUITE 2350
HOUSTON
,
TX
77002
NONE
PUBLIC
RESEARCH FUND
100,000
WOMEN'S FUND FOR HEALTH EDUCATION AND RESEARCH
5433 WESTHEIMER RD SUITE 924
HOUSTON
,
TX
77056
NONE
PUBLIC
ADOLESCENT GIRL'S PROGRAM
25,000
WOMEN'S HOME
607 WESTHEIMER RD
HOUSTON
,
TX
77006
NONE
PUBLIC
BEHAVIORAL HEALTH TREATMENT PROGRAM
25,000
WONDERS & WORRIES INC
9101 BURNET RD SUITE 205
AUSTIN
,
TX
78758
NONE
PUBLIC
NEW HOUSTON OFFICE
60,000
WRITERS IN THE SCHOOLS
1523 W MAIN ST
HOUSTON
,
TX
77006
NONE
PUBLIC
IN-SCHOOL AND VIRTUAL/DIGITAL PROGRAMS
30,000
YMCA OF THE GREATER HOUSTON AREA
2600 N LOOP W 300
HOUSTON
,
TX
77092
NONE
PUBLIC
RESPOND & REINVENT CAMPAIGN FOR COVID-19
200,000
Total
.................................
3a
11,222,500
b
Approved for future payment
AMERICAN PRIVATE RADIO
1739 UNIVERSITY AVENUE 341
OXFORD
,
MS
38655
NONE
PUBLIC
HOUSTON PROGRAMMING
25,000
AUCILLA CHRISTIAN ACADEMY
7803 AUCILLA HIGHWAY
MONTICELLO
,
FL
32344
NONE
PUBLIC
NEW CAPITAL CAMPAIGN
250,000
COLD SPRING HARBOR LABORATORY
1 BUNGTOWN RD
COLD SPRING HARBOR
,
NY
11724
NONE
PUBLIC
RESEARCH FACILITY CAPITAL CAMPAIGN
150,000
COMBINED ARMS
2929 MCKINNEY ST
HOUSTON
,
TX
77003
NONE
PUBLIC
SIV PROGRAM AND SOCIAL MEDIA OUTREACH & MARKETING
20,000
COVENANT HOUSE TEXAS
1111 LOVETT BLVD
HOUSTON
,
TX
77006
NONE
PUBLIC
PLEDGE TO THE BUILDING FOR LIFE CAPITAL CAMPAIGN
300,000
JOY DEVELOPMENT SCHOOL
1 CHELSEA BLVD
HOUSTON
,
TX
77006
NONE
PUBLIC
PLEDGE TO THE DREAM BIG! CAPITAL CAMPAIGN
300,000
MEMORIAL HERMANN FOUNDATION
929 GESSNER RD 2650
HOUSTON
,
TX
77024
NONE
PUBLIC
LIFE FLIGHT RELOCATION
750,000
METHODIST HOSPITAL FOUNDATION
1707 SUNSET BLVD
HOUSTON
,
TX
77005
NONE
PUBLIC
ALZHEIMERS'S RESEARCH STUDY
250,000
SEMINARY OF THE SOUTHWEST
501 EAST 32ND ST
AUSTIN
,
TX
78705
NONE
PUBLIC
THE CAMPAIGN FOR SOUTHWEST
125,000
TAMPA MUSEUM OF ART INC
120 W GASPARILLA PLAZA
TAMPA
,
FL
33602
NONE
PUBLIC
MAJOR ART EXHIBIT SUPPORT AND CENTENNIAL CAMPAIGN
750,000
YMCA OF THE GREATER HOUSTON AREA
2600 N LOOP W 300
HOUSTON
,
TX
77092
NONE
PUBLIC
RESPOND & REINVENT CAMPAIGN FOR COVID-19
400,000
Total
.................................
3b
3,320,000
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
336,810
4
Dividends and interest from securities
....
14
6,933,603
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
............
18
1,365,901
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
PARTNERSHIP INCOME
14
438,250
b
ROYALTY INCOME
15
897
c
OTHER INCOME
14
1,780
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
9,077,241
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
9,077,241
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description