Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE WT & LOUISE J MORAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3843 N BRAESWOOD 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOUSTON, TX77025
A Employer identification number

76-0513027
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$74,212,431J 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 right arrow.............
3 Interest on savings and temporary cash investments 13,982 13,982  
4 Dividends and interest from securities... 1,426,724 1,416,669  
5a Gross rents............ 49,353 3,645  
b Net rental income or (loss) 49,353
6a Net gain or (loss) from sale of assets not on line 10 3,493,893
b Gross sales price for all assets on line 6a 3,713,448
7 Capital gain net income (from Part IV, line 2)... 3,493,893
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
List of Attached Documents:
// Content
741,948 503,687  
12 Total. Add lines 1 through 11........ 5,725,900 5,431,876  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 270,000 135,000   135,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
42,435 21,218   21,217
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
86,791 78,112   8,679
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
282,136 282,136   0
17 Interest............... 25,520 25,520   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
107,977 57,977   0
19 Depreciation (attach schedule) and depletion...   2,779  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
384,447 376,736   5,218
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,199,306 979,478   170,114
25 Contributions, gifts, grants paid....... 3,206,200 3,206,200
26 Total expenses and disbursements. Add lines 24 and 25 4,405,506 979,478   3,376,314
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,320,394
b Net investment income (if negative, enter -0-) 4,452,398
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 130,104 153,324 153,324
2 Savings and temporary cash investments......... 669,069 574,693 574,693
3 Accounts receivable right arrow15,417
Less: allowance for doubtful accounts right arrow   25,806 15,417 15,417
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 35,750,729 Click to see attachment
List of Attached Documents:
// Content
34,334,651 		57,512,822
c Investments—corporate bonds (attach schedule)....... 2,632,801 Click to see attachment
List of Attached Documents:
// Content
5,745,058 		5,703,219
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,550,109 Click to see attachment
List of Attached Documents:
// Content
7,845,163 		9,077,028
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,175,928 		Click to see attachment
List of Attached Documents:
// Content
1,175,928 		Click to see attachment
List of Attached Documents:
// Content
1,175,928
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 49,934,546 49,844,234 74,212,431
Liabilities 17 Accounts payable and accrued expenses.......... 10,750  
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 1,400,000  
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
613 		Click to see attachment
List of Attached Documents:
// Content
657
23 Total liabilities (add lines 17 through 22)......... 1,411,363 657
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 48,523,183 49,843,577
29 Total net assets or fund balances (see instructions)..... 48,523,183 49,843,577
30 Total liabilities and net assets/fund balances (see instructions). 49,934,546 49,844,234
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
48,523,183
2
Enter amount from Part I, line 27a .....................
2
1,320,394
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
49,843,577
5
Decreases not included in line 2 (itemize) right arrow
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
49,843,577
Form 990-PF (2023)
Form 990-PF (2023)
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 ATLAS POINT GLOBAL LONG/SHORT FUND LLC P    
b ATLAS POINT GLOBAL LONG/SHORT FUND LLC P    
c ATLAS POINT GLOBAL LONG/SHORT FUND LLC (UBTI ADJUSTMENT) P    
d AP ENERGY INFRASTRUCTURE FUND LLC P    
e AP ENERGY INFRASTRUCTURE FUND LLC P    
AP ENERGY INFRASTRUCTURE FUND LLC - 1231 GAIN P    
MRM LAND - 1231 GAIN P    
HX VENTURE FUND II LP P    
HX VENTURE FUND II LP P    
PUBLICLY TRADED SECURITIES VANGUARD P    
PUBLICLY TRADED SECURITIES CULLEN P    
PUBLICLY TRADED SECURITIES JPMORGAN FUND A P    
PUBLICLY TRADED SECURITIES JPMORGAN OAP IHD P    
PUBLICLY TRADED SECURITIES JPMORGAN Q P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 393     393
b 18,074     18,074
c     3,421 -3,421
d     73,121 -73,121
e 119,664     119,664
1,038     1,038
68,526     68,526
27     27
15     15
1,102,770     1,102,770
    143,013 -143,013
900,461     900,461
2,454     2,454
1,026,446     1,026,446
473,580     473,580
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       393
b       18,074
c       -3,421
d       -73,121
e       119,664
      1,038
      68,526
      27
      15
      1,102,770
      -143,013
      900,461
      2,454
      1,026,446
      473,580
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 3,493,893
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 61,888
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 61,888
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 61,888
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 37,370
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 87,370
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 25,482
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow25,482 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTX
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
Yes
 
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowR ROBERT MULLINS Telephone no.right arrow (713) 526-4171

Located atright arrow3843 N BRAESWOOD SUITE 200HOUSTONTX ZIP+4right arrow770253001
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
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.) ...............
1a(6)
 
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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? .............
5a(5)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
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?
7a
 
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? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
RANDALL E EVANS CHAIRMAN/TRUSTEE/EXECUTIVE COMMITTEE
12.00 		95,000 0 0
3322 ALBANS
HOUSTON,TX77005
R ROBERT MULLINS PRESIDENT/TRUSTEE/EXECUTIVE COMMITTEE
12.00 		95,000 0 0
18194 COPPER RIVER DRIVE
COLLEGE STATION,TX77845
LINDA B MULLINS TREASURER/TRUSTEE
3.00 		25,000 0 0
18194 COPPER RIVER DRIVE
COLLEGE STATION,TX77845
SUSANNE WALKER EVANS SECRETARY/TRUSTEE
3.00 		25,000 0 0
3322 ALBANS
HOUSTON,TX77005
CAROLINE SABIN TRUSTEE
3.00 		30,000 0 0
1531 NEVADA ST
HOUSTON,TX77006
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
JP MORGAN CHASE BANK INVESTMENT MANAGEMENT 124,209
707 TRAVIS STREET FLOOR 11
HOUSTON,TX77002
FRIERSON SOLA SIMONTON & KUTAC PLLC ACCOUNTING & ADVISORY 86,791
801 TRAVIS ST STE 1900
HOUSTON,TX77002
CULLEN INVESTMENT GROUP LTD INVESTMENT MANAGEMENT 73,672
PO BOX 53669
LAFAYETTE,LA705053669
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
65,629,027
b
Average of monthly cash balances.......................
1b
1,009,442
c
Fair market value of all other assets (see instructions)................
1c
4,259,458
d
Total (add lines 1a, b, and c).........................
1d
70,897,927
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
70,897,927
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,063,469
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
69,834,458
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,491,723
Part X
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 IX, line 6..................
1
3,491,723
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
61,888
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
57,989
c
Add lines 2a and 2b............................
2c
119,877
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,371,846
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,371,846
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 XII, line 1 ...
7
3,371,846
Part XI
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
3,376,314
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
3,376,314
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,371,846
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 3,056,733
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,376,314
a Applied to 2022, but not more than line 2a 3,056,733
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 2023 distributable amount..... 319,581
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		3,052,265
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

ALLEY THEATRE

615 TEXAS STREET
HOUSTON,TX77002 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 200,000

AMAZING PLACE

3735 DREXEL
HOUSTON,TX77027 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 50,000

BIG BROTHERS BIG SISTERS

1003 WASHINGTON AVE
HOUSTON,TX77002 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 30,000

BO'S PLACE

10050 BUFFALO SPEEDWAY
HOUSTON,TX77054 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 15,000

BOOKS BETWEEN KIDS

PO BOX 25072
HOUSTON,TX77265 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000

CAMP ALLEN CONFERENCE & RETREAT CENTER

18800 FM 362
NAVASOTA,TX77868 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 125,000

CAMP FOR ALL FOUNDATION

3701 KIRBY DR 570
HOUSTON,TX77098 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 600,000

CAMP JANUS

PO BOX 2717
PEARLAND,TX77588 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. -20,000

CASA DE ESPERANZA

PO BOX 301209
HOUSTON,TX77230 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 25,000

CHILD ADVOCATES INC

3701 KIRBY DRIVE SUITE 400
HOUSTON,TX77098 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000

CHILDREN'S MUSEUM OF HOUSTON

1500 BINZ ST
HOUSTON,TX77004 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 110,000

CHRISTIAN COMMUNITY SERVICE CENTER

PO BOX 27924
HOUSTON,TX77227 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 262,500

CHRISTUS FOUNDATION FOR HEALTHCARE

2615 FANNIN ST
HOUSTON,TX77002 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000

COVENANT HOUSE

1111 LOVETT BLVD
HOUSTON,TX77006 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 50,000

DEPLECHIN CHILDREN'S CENTER

4950 MEMORIAL DRIVE
HOUSTON,TX77007 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000

EXPONENT PHILANTHROPY

1720 N ST NW
WASHINGTON,DC20036 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 1,200

HERMANN PARK CONSERVANCY

1700 HERMANN DR
HOUSTON,TX77004 		NONE PUBLIC CHARITY PLAY YOUR PARK CAMPAIGN 100,000

HOSPITALITY APARTMENTS

7300 BERTNER AVE
HOUSTON,TX77030 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000

HOUSTON ARBORETUM & NATURE CENTER

4501 WOODWAY DRIVE
HOUSTON,TX77024 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000

HOUSTON AREA WOMEN'S CENTER

1010 WAUGH DRIVE
HOUSTON,TX77019 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000

HOUSTON BOTANIC GARDEN

8205 N BAYOU DRIVE
HOUSTON,TX77017 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 20,000

HOUSTON EYE ASSOCIATES FOUNDATION

2855 GRAMERCY ST
HOUSTON,TX77025 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 15,000

HOUSTON HUMANE SOCIETY

14700 ALMEDA RD
HOUSTON,TX77053 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 5,000

HOUSTON MUSEUM OF FINE ARTS

1001 BISSONNET
HOUSTON,TX77005 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000

HOUSTON MUSEUM OF NATURAL SCIENCE

5555 HERMANN PARK DRIVE
HOUSTON,TX77030 		NONE PUBLIC CHARITY MORAN ECOTEENS 100,000

HOUSTON PBS

4343 ELGIN ST
HOUSTON,TX77004 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 25,000

HOUSTON ZOO

1513 CAMBRIDGE ST
HOUSTON,TX77030 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 200,000

INCARNATE WORD ACADEMY

609 CRAWFORD ST
HOUSTON,TX77002 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000

INTERFAITH MINISTRIES

3303 MAIN STREET
HOUSTON,TX77002 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 50,000

KIDS' MEALS

330 GARDEN OAKS
HOUSTON,TX77018 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 250,000

LAITY LODGE

11756 US-83
LEAKEY,TX78873 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000

MD ANDERSON CANCER CENTER

PO BOX 4486
HOUSTON,TX77210 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000

MENNINGER CLINIC

12301 S MAIN ST
HOUSTON,TX77035 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 20,000

NORTHWEST ASSISTANCE MINISTRIES

15555 KUYKENDAHL ROAD
HOUSTON,TX77090 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 50,000

RIVER OAKS CHAMBER ORCHESTRA

1934 W GRAY ST UNIT 311
HOUSTON,TX77019 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 60,000

RONALD MCDONALD HOUSE OF HOUSTON

1907 HOLCOMBE BLVD
HOUSTON,TX77030 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 100,000

SAM HOUSTON AREA COUNCIL OF BOY SCOUTS

2225 N LOOP WEST
HOUSTON,TX77008 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 7,500

STRAKE JESUIT COLLEGE

8900 BELLAIRE BLVD
HOUSTON,TX77036 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 150,000

TARGET HUNGER

1260 SHOTWELL ST
HOUSTON,TX77020 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 100,000

TEXAS HEARING INSTITUTE

3100 SHENANDOAH ST
HOUSTON,TX77021 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000

THE JOY SCHOOL

ONE CHELSEA BLVD
HOUSTON,TX77006 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 25,000

THE ROSE

12700 N FEATHERWOOD SUITE 260
HOUSTON,TX77034 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000

TIRR FOUNDATION

4605 POST OAK PLACE DR STE 222
HOUSTON,TX77027 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 110,000

TREES FOR HOUSTON

1911 W 34TH ST
HOUSTON,TX77018 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000

UNIVERSITY OF ST THOMAS

3800 MONTROSE BLVD
HOUSTON,TX77006 		NONE PUBLIC CHARITY SCHOLARSHIPS 10,000

YELLOWSTONE ACADEMY

3000 TRULLEY ST
HOUSTON,TX77004 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000

YMCA OF THE GREATER HOUSTON AREA

1331 AUGUSTA DR
HOUSTON,TX77057 		NONE PUBLIC CHARITY CAMP CULLEN HEALTH CENTER 200,000

YOUNG AUDIENCES OF HOUSTON

675 BERING DR SUITE 300
HOUSTON,TX77057 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000
Total .................................right arrow 3a 3,206,200
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 13,982  
4 Dividends and interest from securities ....     14 1,426,724  
5 Net rental income or (loss) from real estate:
aDebt-financed property...... 531390 49,401 16 -48  
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income ..... 523000 238,261 01 503,687  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,493,893  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 287,662 5,438,238 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,725,900
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 86,791 78,112   8,679

TY 2023 GeneralExplanationAttachment
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Identifier Return Reference Explanation
SCHEDULE OF CONTROLLED ENTITIES FORM 990-PF, PART VII-A, LINE 11 NAME OF CONTROLLED ENTITY: MRM LAND, LTD.EMPLOYER ID NO: 76-0630483ADDRESS: 3843 NORTH BRAESWOOD, STE 200, HOUSTON, TX 77025EXCESS BUSINESS HOLDING [ ] YES [X ] NONAME OF CONTROLLED ENTITY: MORAN LOUISIANA LIMITED PARTNERSHIPEMPLOYER ID NO: 76-0372673ADDRESS: 3843 NORTH BRAESWOOD, STE 200, HOUSTON, TX 77025EXCESS BUSINESS HOLDING [ ] YES [X ] NO

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Name of Bond End of Year Book Value End of Year Fair Market Value
SIX CIRCLES GLOBAL BOND 1,964,895 1,897,113
VANGUARD INTM TRM INV 693,997 716,971
VANGUARD MORTGAGE-BACKED SEC 227,081 209,454
VANGUARD TOTAL BOND MKT FUND 689,541 711,596
VANGUARD TOTAL INTL BND 1,680,571 1,687,394
SIX CIRCLES CREDIT OPPORT 488,973 480,691

TY 2023 InvestmentsCorpStockSchedule
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Name of Stock End of Year Book Value End of Year Fair Market Value
7J STOCK FARM 38,900 38,900
TRAVIS PEAK 16,773 16,773
ABBVIE INCORPORATED 107,240 203,281
ALPHABET INCORPORATED CAP STK 47,223 140,930
APPLE INCORPORATED 67,239 962,833
AT&T INC. 192,810 128,396
BANK OF AMERICA CORPORATION 66,118 157,261
BERKSHIRE HATHAWAY 196,381 962,982
CALLAWAY GOLF COMPANY 19,874 36,799
CANADIAN NATL RY COMPANY 95,648 297,694
CANADIAN PAC RY LIMITED 82,499 431,791
COCA COLA COMPANY 118,896 192,017
COMCAST CORP. 112,599 304,415
CORNING INCORPORATED 192,739 332,771
DEERE & COMPANY 89,596 497,499
DISNEY WALT COMPANY COM 190,398 180,610
KEURIG DR PEPPER INCORPORATED 15,247 119,368
EATON CORPORATION 93,525 503,434
ENTERPRISE PRODUCTS 15,380 192,213
GARMIN LIMITED SHS-SWITZERLAND 148,507 405,981
GENERAL ELECTRIC COMPANY 60,226 127,667
GILEAD SCIENCES INC 106,110 109,127
HOWMET AEROSPACE INC 47,943 164,022
INTEL CORP 39,120 100,525
IRIDIUM COMMUNICATIONS INC. 25,593 165,808
JOHNSON & JOHNSON 223,220 500,311
JPMORGAN CHASE & COMPANY 119,462 409,895
MCCORMICK & COMPANY 258,897 342,131
MERCK & COMPANY 81,773 117,496
MICROSOFT CORP. 92,182 959,384
MONDELEZ INTERNATIONAL INC 58,903 181,778
NATIONAL FUEL GAS CO N J 94,948 100,387
PARAMOUNT GLOBAL 272,988 109,965
PEPSICO INCORPORATED 137,919 197,431
PFIZER INC. 93,659 120,552
PROCTER & GAMBLE COMPANY 247,426 510,985
PROGRESSIVE CORPORATION OHIO 71,430 405,189
RAYMOND JAMES FINANCIAL INC 81,489 392,141
RAYTHEON TECHNOLOGIES CORP 36,750 48,886
REPUBLIC SVCS INCORPORATED 66,787 337,224
SHELL PLC 132,293 140,641
SMUCKER J M CO 131,142 152,769
STARBUCKS CORPORATION 172,619 554,613
STRYKER CORP 53,281 304,903
SUNCOR ENERGY INC 81,335 80,632
UNION PACIFIC CORP 236,946 544,601
UNITED PARCEL SERVICE 75,342 95,867
WAL-MART STORES INC 230,071 591,019
WARNER BROS DISCOVERY INC 118,741 53,007
WELLS FARGO & COMPANY 143,740 202,978
WENDYS COMPANY 83,166 230,258
WEYERHAEUSER COMPANY MTN 68,459 129,581
WOODWARD INCORPORATED 29,536 147,318
3I GROUP PLC 22,865 42,685
ASE TECHNOLOGY 10,069 19,281
BAE SYSTEMS PLC 23,390 55,621
BCE INC. 17,194 15,910
BHP LTD 22,432 26,641
BNP PARIBAS ADR 28,116 37,276
BRITISH AMERICAN TOBACCO PLC 32,675 23,842
COCA COLA EUROPACIFIC 29,462 30,901
COCA-COLA 26,945 43,440
COMPANHIA ENERGETICA DE MINAS G 20,257 31,580
DEUTSCHE POST AG 21,805 27,598
DEUTSCHE TELEKOM AG 19,544 30,452
DNB BANK ASA SPN ADR 26,908 26,685
ENEL SPA UNSPON ADR 20,622 25,772
GLENCORE PLC 15,839 14,172
IBERDROLA 11,776 19,530
JULIUS BAER GROUP 21,220 20,588
KOMATSU LTD 40,369 38,551
MERCEDES-BENZ GROUP 29,569 26,394
MICHELIN ADR 16,471 22,701
MUENCHENER RUECKVERSICHERUNGS 14,271 31,166
NESTLE SA 26,898 38,505
NIPPON TEL & TEL CORP 31,942 48,531
NN GROUP NV UNSPOND ADR 3,571 3,751
NOVARTIS AG 31,123 47,254
POWER CORP OF CANADA 30,530 26,483
RIO TINTO PLC 23,994 23,455
ROCHE HOLDINGS LTD 14,264 17,753
SANOFI 22,538 24,517
SHELL PLC 27,812 34,479
SIEMENS A G 25,964 47,331
SMURKIT KAPPA GROUP PLC 11,864 18,156
SOFTBANK CORP UNSPONSRED ADS 41,238 42,470
SONIC HEALTHCARE 16,167 22,229
SVENSKE HANDELSB 1,449 1,533
TESCO PLC 3,671 3,884
TOKIO MARINE HOLDINGS ADR 31,799 43,236
TOKYO ELECTRON LTD 20,637 38,557
TOTAL SA 19,652 31,534
TOYOTA MOTOR CORP-SPON ADR 29,141 37,226
UNITED OVERSEAS BANK LTD 28,194 38,952
UPM-KYMMENE OYJ 16,366 23,509
VEOLIA ENVIRONMENT 20,779 26,845
VOLVO AB-B 17,566 19,874
WOODSIDE PETROLEUM LTD 25,793 20,668
XINYI GLASS 9,881 4,500
ZURICH INSURANCE GROUP-ADR 21,109 40,678
FIDELITY 500 INDEX FUND 6,487,037 9,210,873
FIDELITY INTL INDEX 799,523 823,155
JPM BETABUILDERS CANADA ET 474,632 608,819
JPM BETABUILDERS EUROPE ET 455,457 485,429
SIX CIRCLES INTL UNCON EQ FND 2,015,712 2,181,810
SIX CIRCLES US UNCON EQ FND 2,704,423 3,477,410
ALPHABET INC CLASS A 24,641 156,453
ALPHABET INC CLASS C 24,562 157,842
AMERICAN TOWER CORPORATION 50,138 145,719
APPLE INC. 192,779 2,540,241
BERKSHIRE HATHAWAY INC. 203,586 1,085,250
BRISTOL MYERS SQUIBB CO 75,484 76,965
CHEVRON CORP 210,327 533,396
CONOCOPHILLIPS 35,494 220,533
EXXON MOBIL CORP 310,911 496,701
MICROSOFT 397,545 494,493
PHILLIPS 66 10,548 126,483
SEVEN J STOCK FARM INC 80,000 40,000
SPDR DOW JONES INDUST AVG ETF 199,488 685,903
SPDR S&P 500 ETF TRUST 199,053 824,663
WALT DISNEY CO. 487,622 334,073
VANGUARD FTSE EMERGING MKTS ETF 84,660 82,200
VANGUARD FTSE EUROPE ETF 110,501 119,288
V 500 INDEX FUND 4937-540 1,676,457 4,618,928
V EMERGING MKT SEL FD 4937-0752 65,607 66,062
V EMERGING MKTS STK 4937-5533 66,484 64,735
V GROWTH & INCOME FUND 4937-593 2,197,999 2,963,629
V INTL EXPLORER FD 4937-0126 78,438 74,081
V TOT INTL STOCK LX 4937-0569 68,179 75,820
V WELLINGTON FUND ADM 4937-521 6,475,361 7,341,636
JPM BETABUILDERS JAPAN 841,015 856,023
JPM BREN ASIA BACKET 12/29/11 524,159 472,474

TY 2023 InvestmentsOtherSchedule2
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CANADIAN MORAN OVERRIDING RI AT COST 40,000 40,000
LA BORDE SASKATCHEWAN RI AT COST 2,829 2,829
MINERAL & ROYALTY INTERESTS (LJM ESTATE) AT COST 280,000 280,000
MINERALS FROM GARFLO AT COST 191,500 191,500
ROYALTY INTERESTS - H KING AT COST 134,000 134,000
ROYALTY INTERESTS - LJMT CORP AT COST 450,000 450,000
THE PLAZAS AT ALDEN BRIDGE, LTD. AT COST 24,875 24,875
3843 N BRAESWOOD LLC AT COST 844,331 844,331
MLLP AT COST 676,911 676,911
MRM LAND LTD. AT COST 1,143,836 1,143,836
LJWTMI REALTY LLC AT COST 4,294 4,294
FULTON UNIT ROYALTY - LJM CORP AT COST 9,000 9,000
AT MLP FUND LLC FMV 2,725,674 3,835,463
PLAZAS AT SPRING GREEN LTD AT COST 80,163 80,163
AT GLOBAL L/S LLC FMV 423,615 397,735
PINEHURST INSTITUTIONAL LTD FMV 450,000 593,966
GLOBAL ACCESS HEDGE FUND FMV 57,506 61,496
PLAZAS HOUSTON PROPERTIES II, LTD. AT COST 14,185 14,185
CHANDELEUR MINERALS INTEREST AT COST 4,677 4,677
MORAN LAND LC AT COST 131,703 131,703
HX VENTURE FUND II LP AT COST 156,064 156,064

TY 2023 LegalFeesSchedule
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 42,435 21,218   21,217


TY 2023 OtherAssetsSchedule
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
MINERAL COLLECTION 1,175,928 1,175,928 1,175,928


TY 2023 OtherExpensesSchedule
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PHILANTHROPY SOUTHWEST ANNUAL DUES 3,800 0   3,800
INSURANCE 1,625 1,625   0
OFFICE SUPPLIES/EXPENSE 2,837 1,419   1,418
MEETING EXPENSE 0 0   0
OIL & GAS ROYALTY MARKETING EXPENSE 5,048 5,048   0
OIL & GAS OTHER EXPENSE 1,430 1,430   0
3843 N BRAESWOOD, LLC 157,820 157,820   0
MORAN LAND, LC - MLLP ROYALTY EXP. 870 870   0
MORAN LOUISIANA LIMITED ROYALTY EXP. 59,872 59,872   0
LJWTMI REALTY LLC 1,472 1,472   0
MRM LAND, LTD. 0 0   0
MRM LAND, LTD. (NDE) 2,169 0   0
AP ENERGY INFRASTRUCTURE FUND LLC 72,748 72,748   0
AP ENERGY INFRASTRUCTURE FUND LLC (NDE) 276 0   0
ATLAS POINT GLOBAL LONG/SHORT FUND, LLC 32,645 32,645   0
ENTERPRISE PRODUCTS (SECTION 1231 LOSS) 42 42   0
ENTERPRISE PRODUCTS (CHARITABLE CONT) 2 2   0
ENTERPRISE PRODUCTS (NDE) 27 0   0
THE PLAZAS AT ALDEN BRIDGE LTD (RRE) 4,892 4,892   0
PLAZAS HOUSTON PROPERTIES II LTD (NDE) 20 0   0
PLAZAS HOUSTON PROPERTIES II LTD (RRE) -1,953 -1,953   0
PLAZAS AT SPRING GREEN LTD (RRE) 1,223 1,223   0
HX VENTURE FUND II LP 37,581 37,581   0
HX VENTURE FUND II LP (NDE) 1 0   0


TY 2023 OtherIncomeSchedule2
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OIL & GAS ROYALTIES 327,041 327,041 327,041
MORAN LOUISIANA LIMITED ROYALTIES 260,237 260,237 260,237
MORAN LAND (MLLP) ROYALTIES 3,779 3,779 3,779
ENTERPRISE PRODUCTS PARTNERS LP (UBTI) -293 0 -293
ENTERPRISE PRODUCTS PARTNERS LP (OTHER INCOME) -2 -2 -2
SEVEN J CONSERVATION LLC ORDINARY BUSINESS LOSS -45 -45 -45
AP ENERGY INFRASTRUCTURE FUND LLC (OTHER INCOME) 8,124 8,124 8,124
AP ENERGY INFRASTRUCTURE FUND LLC (ROYALTIES) 6,143 6,143 6,143
AP ENERGY INFRASTRUCTURE FUND LLC (UBTI DFI) 128,749 0 128,749
ATLAS POINT GLOBAL LONG/SHORT FUND LLC (OTHER INCOME) 2,064 2,064 2,064
ATLAS POINT GLOBAL LONG/SHORT FUND LLC (UBTI) 10,665 0 10,665
MORAN LAND LC MRM LAND LTD (OTHER INCOME) -2,012 -2,012 -2,012
MORAN LAND LC MRM LAND LTD (UBTI) 1,983 0 1,983
MRM LAND LTD (OTHER INCOME) -98,573 -98,573 -98,573
MRM LAND LTD (UBTI) 97,157 0 97,157
MORAN WIND-UP GP -3,069 -3,069 -3,069


TY 2023 OtherLiabilitiesSchedule
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Description Beginning of Year - Book Value End of Year - Book Value
SEVEN J CONSERVATION LLC (DEFICIT CAPITAL ACCOUNT) 613 657


TY 2023 OtherProfessionalFeesSchedule
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 197,881 197,881   0
MANAGEMENT FEE - O&G ROYALTY 25,471 25,471   0
LJWTMI REALTY LLC 10,781 10,781   0
ATLAS POINT GLOBAL K-1 6,936 6,936   0
MRM LAND 41,067 41,067   0


TY 2023 TaxesSchedule
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES - O&G ROYALTY 1,411 1,411   0
AD VALOREM TAXES - O&G 9,334 9,334   0
FOREIGN TAXES - DIVIDENDS 28,434 28,434   0
PRODUCTION TAX - O&G 14,666 14,666   0
FEDERAL EXCISE TAX 50,000 0   0
AP ENERGY INF K-1 1,102 1,102   0
ATLAS POINT GLOBAL LONG/SHORT FUND LLC 258 258   0
MRM LAND,LTD. 1,989 1,989   0
LJWTMI REALTY LLC 783 783   0