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
STRAKE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)712 MAIN STREET UNIT 3300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOUSTON, TX770023215
A Employer identification number

76-0041524
B Telephone number (see instructions)

(713) 400-1179
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$65,400,788J 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 428,926 428,926  
4 Dividends and interest from securities... 956,641 956,641  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 148,354
b Gross sales price for all assets on line 6a 13,929,209
7 Capital gain net income (from Part IV, line 2)... 148,354
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
1,904,553 1,904,553  
12 Total. Add lines 1 through 11........ 3,438,474 3,438,474  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 206,685 41,337   165,348
14 Other employee salaries and wages...... 48,404 9,681   38,723
15 Pension plans, employee benefits....... 68,578 13,716   54,862
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
6,699 3,350   3,349
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
17,000 8,500   8,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
164,747 164,747    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,430 10,430    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 64,436 39,950   24,486
21 Travel, conferences, and meetings....... 2,142 406   1,736
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,193 11,355   6,838
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 607,314 303,472   303,842
25 Contributions, gifts, grants paid....... 2,877,400 2,877,400
26 Total expenses and disbursements. Add lines 24 and 25 3,484,714 303,472   3,181,242
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -46,240
b Net investment income (if negative, enter -0-) 3,135,002
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............. 157,116 46,605 46,605
2 Savings and temporary cash investments......... 9,258,758 3,419,045 3,419,045
3 Accounts receivable right arrow32,870
Less: allowance for doubtful accounts right arrow   12,076 32,870 32,870
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)....... 33,099,523 Click to see attachment
List of Attached Documents:
// Content
39,188,491 		59,764,544
c Investments—corporate bonds (attach schedule).......      
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).......... 2,307,248 Click to see attachment
List of Attached Documents:
// Content
2,107,112 		2,107,112
14 Land, buildings, and equipment: basis right arrow37,958
Less: accumulated depreciation (attach schedule) right arrow37,958      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
37,939 		Click to see attachment
List of Attached Documents:
// Content
30,612 		Click to see attachment
List of Attached Documents:
// Content
30,612
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 44,872,660 44,824,735 65,400,788
Liabilities 17 Accounts payable and accrued expenses.......... 3,241  
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 3,241 0
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........... 44,869,419 44,824,735
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........    
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)..... 44,869,419 44,824,735
30 Total liabilities and net assets/fund balances (see instructions). 44,872,660 44,824,735
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
44,869,419
2
Enter amount from Part I, line 27a .....................
2
-46,240
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
449,429
4
Add lines 1, 2, and 3 ..........................
4
45,272,608
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
447,873
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
44,824,735
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   P 2023-01-01 2023-12-31
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 13,929,209   13,780,855 148,354
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       148,354
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 148,354
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 3 148,354
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 43,577
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  
3 Add lines 1 and 2........................... 3 43,577
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 43,577
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 252,900
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 252900 7 252,900
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 1,085
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 10 208,238
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow45,000 Refundedright arrow 11 163,238
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
 
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
 
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 addressright arrowN/A
14
The books are in care ofright arrowMR RANDALL WOODRUFF Telephone no.right arrow (713) 400-1170

Located atright arrow712 MAIN STREET SUITE 3300HOUSTONTX ZIP+4right arrow77002
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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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)? ......................
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
 
 
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
 
No
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
 
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? .............................
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 K WOODRUFF EXEC DIR
032.00 		143,685 25,115  
712 MAIN ST STE 3300
HOUSTON,TX77002
GEORGE W STRAKE JR PAST PRESIDENT/TREASURER
005.00 		30,000 362  
712 MAIN ST STE 3300
HOUSTON,TX77002
DIANA D HOOVER VICE PRESIDENT
002.00 		4,500    
712 MAIN ST STE 3300
HOUSTON,TX77002
ROBERT S PARSLEY SECRETARY
002.00 		4,500    
712 MAIN ST STE 3300
HOUSTON,TX77002
MELANIE S MEEKS DIRECTOR
002.00 		4,500    
712 MAIN ST STE 3300
HOUSTON,TX77002
LINDA JOHNSON DIRECTOR
002.00 		4,500    
712 MAIN ST STE 3300
HOUSTON,TX77002
KURT HANSEN DIRECTOR
002.00 		3,000    
712 MAIN ST STE 3300
HOUSTON,TX77002
JOHN S PARSLEY DIRECTOR
002.00 		1,500    
712 MAIN ST STE 3300
HOUSTON,TX77002
GEORGE W STRAKE III PRESIDENT/TREASURER
005.00 		1,500    
712 MAIN ST STE 3300
HOUSTON,TX77002
STEPHEN D STRAKE DIRECTOR
002.00 		1,500    
712 MAIN ST STE 3300
HOUSTON,TX77002
KEN BALDWIN DIRECTOR
002.00 		1,500    
712 MAIN ST STE 3300
HOUSTON,TX77002
KATHY COVEY DIRECTOR
002.00 		1,500    
712 MAIN ST STE 3300
HOUSTON,TX77002
SHARON MCNEARNEY DIRECTOR
002.00 		4,500    
712 MAIN ST STE 3300
HOUSTON,TX77002
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
ALICIA JUNG SECRETARY
040.00 		48,404 18,189  
712 MAIN STREET STE 3300
HOUSTON,TX77002
Total number of other employees paid over $50,000...................right arrow  
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
UBS FINANCIAL SERVICES INVESTMENT MANAGEMENT 60,403
109 POST OAK CIRCLE SUITE 150
HOUSTON,TX77024
AMERICANA PARTNERS INVESTMENT MANAGEMENT 104,344
811 LOUISIANA STREET SUITE 2420
HOUSTON,TX77002
Total number of others receiving over $50,000 for professional services.............right arrow  
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
1 205 GRANTS TO VARIOUS CHURCHES, SCHOOLS AND OTHER NONPROFIT CAUSES 2,877,400
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
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
61,381,434
b
Average of monthly cash balances.......................
1b
504,524
c
Fair market value of all other assets (see instructions)................
1c
2,638,963
d
Total (add lines 1a, b, and c).........................
1d
64,524,921
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
64,524,921
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
967,874
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
63,557,047
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,177,852
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
3,177,852
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
43,577
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
43,577
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,134,275
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
3,134,275
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,134,275
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 Click to see attachment
List of Attached Documents:
// Content
..........
1a
3,181,242
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,181,242
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 3,134,275
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 772,767
b From 2019......  
c From 2020...... 214,332
d From 2021...... 378,368
e From 2022...... 1,592
f Total of lines 3a through e ........ 1,367,059
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,181,242
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 3,134,275
e Remaining amount distributed out of corpus 46,967
5 Excess distributions carryover applied to 2023.    
(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 1,414,026
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		772,767
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		641,259
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 214,332
c Excess from 2021.... 378,368
d Excess from 2022.... 1,592
e Excess from 2023.... 46,967
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
GRANTS ADMINISTRATOR
712 MAIN STREET SUITE 3300
HOUSTON,TX77002
(713) 400-1170
bThe form in which applications should be submitted and information and materials they should include:
GRANT APPLICATIONS ARE PROCESSED ONLINE. TO RECEIVE THE LINK TO THE PORTAL SEND EMAIL TO FOUNDATIONSTRAKE.ORG.
cAny submission deadlines:
NO DEADLINES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MAXIMUM OF 1 GRANT APPLICATION / CALENDAR YEAR, EMPHASIS IS LOCAL TO HOUSTON, 501C3 ORGANIZATIONS. PRIMARY GIVING CATEGORIES ARE CATHOLIC INSTITUTIONS, YOUTH EDUCATION HIGH SCHOOL AND ABOVE, WOMENS HEALTH PRO LIFE, FREE MARKETS AND INDIVDUAL LIBERTY, HOUSTON CIVIC AND COMMUNITY, HOUSTON HOMELESS AND LOW INCOME
Form 990-PF (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

29 Acres

3000 Moseley Rd
Aubrey,TX76227 		PC   Support Services for Adults w/Autism 5,000

360MVP

115 Oliphant Court
San Antonio,TX78212 		PC   Ongoing Support Services 5,000

Acton Institute

98 E Fulton Street
Grand Rapids,MI49503 		PC   General Operations 5,000

AGE of Central Texas

3710 Cedar Street Box 2
Austin,TX78705 		PC   General Operations 10,000

Alley Theatre

615 Texas Avenue
Houston,TX77002 		PC   General Operating Support 5,000

Amazing Place

3735 Drexel Dr
Houston,TX77024 		PC   Annual Dinner 25,000

American Diabetes Association

PO Box 7023
Merrifield,VA22116 		PC   2023 ADA Camp Rainbow 2,500

American Values

2800 S Shirlington Road Suite 950
Arlington,VA22206 		PC   Defending the Santity of Life 15,000

Angel Flight South Central

PO Box 2207
Addison,TX75001 		PC   Medical Care Access-Air Transportation 10,000

Arbor School

1919 Knoll Street
Houston,TX77080 		PC   Behavioral Support and Speech Therapiy 10,000

Archdiocese of Galveston-Houston

1700 San Jacinto St
Houston,TX77002 		PC   Annual Gft 25,000

Arms Wide Adoption Services

6925 Portwest Drive Suite 110
Houston,TX77024 		PC   Houston Foster Care Adoption Program 5,000

Asia Society of Texas

1370 Southmore Blvd
Houston,TX77004 		PC   Tiger Ball 2023 3,000

Baker Institute for Public Policy

6100 Main Street Baker Hall MS-40 S
Houston,TX77005 		PC   Center fro the United States Mexico 10,000

Barbara Bush Literacy Foundtion

7887 San Felipe Suite 250
Houston,TX77063 		PC   A Celebration of Reading 30,000

Barry Goldwater Institute for Public Policy Research

500 E Coronado Road
Phoenix,AZ85004 		PC   Defending the Future of the American Dream 10,000

Battleship Texas

One Riverway Suite 2200
Houston,TX77056 		PC   Gun Restoration Project 25,000

Baylor Scott & White Health

2401 S 31st Street MS-S103
Temple,TX76508 		PC   Neurological Spine Center 25,000

Bayou Preservation Association

2339 Commerce St
Houston,TX77002 		PC   General Operations 5,000

Bel Inizio

7710 Del Rey Lane
Houston,TX77071 		PC   Transforming the Lives of Disadvantaged Women 5,000

Beloved Gallery

PO Box 1149
Marble Falls,TX78654 		PC   Worldwide Language Content Production Distribution 5,000

Beta Academy

9701 Almeda Genoa Road
Houston,TX77075 		PC   Instructional Coaches Math Coach 12,000

Big Brothers Big Sisters of Grtr Houston

1003 Washington Avenue
Houston,TX77002 		PC   An Evening for Potential 10,000

Bo's Place

10050 Buffalo Speedway
Houston,TX77054 		PC   Hispanic/Latino Outreach 10,000

Boy Scouts of America

2225 North Loop W
Houston,TX77008 		PC   Growing Sustainable Scouting in underserved communities 75,000

Boy Scouts of America - Troop 838

2225 North Loop W
Houston,TX77008 		PC   Eagle Scout Program 900

Boys & Girls Clubs of Greater Houston

815 Crosby Street
Houston,TX77019 		PC   Great Futures Dinner 2023 25,000

Boys & Girls Country of Houston inc

18806 Roberts Rd
Hockley,TX77447 		PC   Caring for Children from Families in Crisis - Operating Support 20,000

Breakthrough Central Texas

1050 East 11th Street Suite 350
Austin,TX78702 		PC   Middle School Summer Academy 7,500

Bridges to Life

PO Bkox 570895
Houston,TX77257 		PC   2023 Projects 20,000

Camp Allen

18800 FM 362
Navasota,TX77868 		PC   General Operations 5,000

Camp Aranzazu

5420 Loop 1781
Rockport,TX78382 		PC   Camp Experience for Special Populations 5,000

Camp For All

3701 Kirby Dr
Houston,TX77098 		PC   Camp Experience for Children w/ Cancer 5,000

CanCare of Houston Inc

9575 Katy Frwy Suite 428
Houston,TX77024 		PC   Doubling CanCares one-on-one emotional support services for cancer patients caregivers 5,000

Capital Researach Center

1513 16th St NW
Washington,DC20036 		PC   General Operations 7,500

CarePartners

3838 Aberdeen Way
Houston,TX77025 		PC   General Operations 25,000

Casa de Esperanza

PO Box 301209
Houston,TX77230 		PC   Foster Care Program 10,000

Catholic Charities Galveston Houston Diocese

2900 Louisiana St
Houston,TX77006 		PC   2022 Wine and Dine 10,000

Catholic Extension

150 S Wacker Dr Suite 2000
Chicago,IL60606 		PC   Campus Ministry in Permian Basin 2,500

Catholic Literary Arts

2505 Driscoll St
Houston,TX77019 		PC   Fearless Catholic Writing Camp 3,500

Charlotte Lozier Institute

2800 Shirlington Rd Suite 1200
Arlington,VA22206 		PC   Her Plans Expansion is Texas 5,000

Child Advocates

3701 Kirby Dr Suite 400
Houston,TX77098 		PC   Court Services Program 5,000

Children's Museum of Houston

1500 Binz St
Houston,TX77004 		PC   EcoStation Environmental Exhibit 10,000

Children's Transplant Initiative

23718 Creekview Dr
Spring,TX77389 		PC   R Rooms Offering Temporary Hospitality Accomodations for Families of Pediatric Organ Transplant Patients 2,500

Chinquapin School

2615 E Wallisville Rd
Highlands,TX77562 		PC   General Operating 10,000

Christian Community Service Center

PO Box 27924
Houston,TX77227 		PC   Emergency Services 5,000

Cistercian Preparatory School

3660 Cistercian
Irving,TX75039 		PC   College Preparatory 12,500

Citizens for Animal Protection

17555 Katy Freeway
Houston,TX77094 		PC   Animal Protection 5,000

Civic Heart Community Services

3131 Emancipoation Ave Suite 400
Houston,TX77545 		PC   Annual Fall Luncheon 5,000

Colorado Springs Pioneer Museum

215 S Tejon Street
Colorado Springs,CO80903 		PC   Inspiring the Next Generation Beyond CSPMs Walls 5,000

Communities in Schools

1111 North Loop W Suite 300
Houston,TX77008 		PC   CIS Annual Stay In School Gala 5,000

Communities in Schools-Bay Area

PO Box 580096
Houston,TX77258 		PC   Bay Area Dropout Prevention 2,500

Connect Community

6700 Bellaire Blvd
Houston,TX77074 		PC   Connect Summer Camp 10,000

Constituting America

PO Box 1988
Colleyville,TX76034 		PC   National Impact Plan to Bring the US Constitution to Classrooms 5,000

Covenant House Texas

1111 Lovett Blvd
Houston,TX77006 		PC   Building for Life Campaign Phase III 50,000

Crime Stoppers of Houston

PO Box 541654
Houston,TX77254 		PC   Annual Luncheon 10,000

Cristo Rey Dallas High School

9701 San Leon Ave
Dallas,TX75217 		PC   Supporting Southeast Dallas Students to and Through College 25,000

Cristo Rey Network

11 East Adams St Suite 800
Chicago,IL60603 		PC   Corporate Work Study Innovation 10,000

Dallas Children's Theater Inc

5938 Skillman
Dallas,TX75231 		PC   Support for DCTs Student Matinee 10,000

Diocese of Beaumont

PO Box 3948
Beaumont,TX77704 		PC   Communications Ministry Project 7,000

Do The Write Thing

1310 Prairie Suite 800
Houston,TX77002 		PC   Do The Write Thing Challenge 3,000

Dominican Sisters Mary Immaculate Province

5250 Gasmer Dr
Houston,TX77035 		PC   Education, Formation, Healthcare 50,000

Duchesne Academy

10202 Memorial Dr
Houston,TX77024 		PC   Tuition Assistance 7,500

Emerge Fellowship

11251 Northwest Fwy Suite 330
Houston,TX77092 		PC   Parsley Charity Golf Classic 25,000

Epilepsy Foundation of Texas

2401 Fountain View Dr Suite 900
Houston,TX77057 		PC   Camp Spike n Wave 5,000

Evergreen Freedom Foundation

PO Box 552
Olympia,WA98507 		PC   Worker Freedom Teacher Summit 5,000

Every Village

2600 Gessner Rd Suite 282
Houston,TX77080 		PC   General Operating Support 10,000

Faith in Practice

7500 Beechnut Suite 208
Houston,TX77074 		PC   Orthopedic Surgery Program in Guatemala 30,000

Fellowship of Catholic Univ Students

PO Box 17408
Denver,CO80217 		PC   Pledge Payment 50,000

Fellowship of Christian Athletes

PO Box 132589
Spring,TX77393 		PC   College Internship Program 8,000

First Tee - Greater Houston

7000 Capitol Street
Houston,TX77011 		PC   Project Expansion for Kids 10,000

Focus on the Family

8605 Explorer Dr
Colorado Springs,CO80920 		PC   Hope Restored Retreat Center in Wimberley Texas 50,000

Forge for Families

3435 Dixie Dr
Houston,TX77021 		PC   Game Changer - A little Bit of Life 15,000

Foundation for Autism Care Ed & Svcs

13121 Louetta Rd Suite 1360
Cypress,TX77429 		PC   Hope and Help for Houston Children Struggling with Autism 10,000

Free Wheelchair Mission

15279 Alton Parkway Suite 300
Irvine,CA92618 		PC   Wheelchairs for People Linving with Disabilities in Under-resourced Countries 5,000

Galveston Bay Foundation

1725 Highway 146
Kemah,TX77565 		PC   Annual Guardian of the Bay Awards Celebration 5,000

Girl Scouts of America

3110 Southwest Frwy
Houston,TX77098 		PC   Girl Scout Gold Award 5,000

Greater Conroe Arts Alliance

PO Box 1415
Conroe,TX77305 		PC   Art Benches Refurbished in Downtown Conroe 4,000

Harry Tompson Center

130 Barrone Street
New Orleans,LA70112 		PC   A Home away from Home 5,000

Hartwell Global Education Foundation

10000 N Central Expressway Suite 40
Dallas,TX75231 		PC   Operating Funds 15,000

Heritage Foundation

214 Massachusetts Ave NE
Washington,DC20002 		PC   Going on Offense 20,000

Heritage Museum of Montgomery County

PO Box 2262
Conroe,TX77305 		PC   Repairs to the Strake-Gray Oilfield House Roughneck Bunkhouse 18,000

Heritage Society

1100 Bagby St
Houston,TX77002 		PC   Renovation of Museum Offices 10,000

Holocaust Museum Houston

5401 Caroline
Houston,TX77004 		PC   Educator in Motion 5,000

HomeAid Houston

9511 W Houston Parkway North
Houston,TX77064 		PC   HomeAid Builds Programs 10,000

Houston Achievement Place

245 West 17th Street
Houston,TX77008 		PC   Project CLASS 10,000

Houston Aphasia Recovery Center

5005 Woodway Suite 110
Houston,TX77056 		PC   Aphasia Recovery 25,000

Houston Asian American Festival Assn

1714 Tannehill
Houston,TX77008 		PC   2023 Lunar New Year 5,000

Houston Botanic Garden

8205 N Bayou Dr
Houston,TX77017 		PC   A Living museum and outdoor classroom in the citys underserved southeast 10,000

Houston Center for Contemporary Craft

4848 Main Street
Houston,TX77002 		PC   Educational Programming 5,000

Houston Children's Chorus

PO Box 66567
Houston,TX77266 		PC   2023 Winter Luncheon 10,000

Houston Chrisitan University

7502 Fondren
Houston,TX77074 		PC   Liberty Laboratory at Houston Christian University 30,000

Houston Coalition for Life

2925 W TC Jester Blvd Suite 5
Houston,TX77018 		PC   Expansion of the Blue Blossom Pregnancy Center 15,000

Houston Food Bank

535 Portwall St
Houston,TX77029 		PC   Food Securitiy for Disadvantaged Populations 7,500

Houston Furniture Bank

8220 Mosleyt Rd
Houston,TX77075 		PC   No Kids on the Floor 10,000

Houston Hospice

1905 Holcombe
Houston,TX77030 		PC   Operating Support 8,000

Houston Museum of Natural Science

5555 Hermann Dr
Houston,TX77030 		PC   2023 Gala 15,000

Houston Pregnancy Help Center

3636 San Jacinto
Houston,TX77004 		PC   Case Management Services 5,000

Houston Tri Delta Philantropies Inc

PO Box 79304
Houston,TX77279 		PC   The SALE 2023 25,000

Houston Tri Delta Philantropies Inc

PO Box 79304
Houston,TX77279 		PC   The SALE 2024 25,000

Human Coalition

PO Box 5347
Frisco,TX75035 		PC   National Rescue System 10,000

Hunt Volunteer Fire Dept

PO Box 362
Hunt,TX78024 		PC   Meet the needs of the residents of Kerr County 10,000

Inspiration Ranch

33028 Wright Rd
Magnolia,TX77355 		PC   Equine-Assisted Therapeutic Riding Program 5,000

Iowa Catholic Radio

1355 50th Street
West Des Moines,IA50266 		PC   Programming Support 10,000

Italian Cultural & Community Center

1101 Milford St
Houston,TX77006 		PC   Annual Italian Fashion Show Luncheon 5,000

Jesuit College Preparatory School - Dallas

12345 Inwood Rd
Dallas,TX75244 		PC   Tuition Assistance 10,000

Julie Rogers Gift of Life Program

2390 Dowlen Rd
Beaumont,TX77706 		PC   Breast and Prostate Cancer Screening and Awareness Initiative 3,000

Junior League of Houston

1811 Briar Oaks Ln
Houston,TX77027 		PC   Charity Ball 2022 - 2023 20,000

Justice Forward

515 Caroline Street
Houston,TX77002 		PC   General Support 3,000

Justice Foundation

8023 Vantage Dr Suite 1275
San Antonio,TX78230 		PC   Center Against Forced Abortions and Safe Haven Laws 10,000

Kickstart Kids

10222 Westheimer Road
Houston,TX77042 		PC   Kickstart Kids Houston Area Programs 10,000

Kid's Meals Inc

330 Garden Oaks Blvd
Houston,TX77018 		PC   Building Hope Capital Campaign 25,000

La Promesa Foundation

1903 S Lamesa Rd
Midland,TX79701 		PC   KSHJ Fishers of Men Benefit Dinner 2023 15,000

Latino Learning Center Inc

3522 Polk St
Houston,TX77003 		PC   Residential Air Conditioning/Refrigeration 10,000

Leadership Institute

1101 N Highland Street
Arlington,VA22201 		PC   Programming Support 15,000

Lone Star Flight Museum

11551 Aerospace Avenue
Houston,TX77034 		PC   Museum Operations Gala Event Sponsorship 20,000

Lord of the Streets

3401 Fannin St
Houston,TX77004 		PC   Direct Assistance Program 5,000

Loving Houston

2916 W TC Jester Blvd Suite 200
Houston,TX77018 		PC   Church School Partnership Coordinators 10,000

Main Street Ministries

5100 Travis Street
Houston,TX77002 		PC   Operation ID 5,000

Main Street Theater

2540 Times Blvd
Houston,TX77005 		PC   Theater for Youth 5,000

Manned Space Flight

1601 Nasa Parkway
Houston,TX77058 		PC   Community Outreach Programming 10,000

Marbridge Foundation Inc

PO Box 2250
Manchaca,TX78652 		PC   Support for Adults with Intellectual and Developmental Disabilities 10,000

Marine Military Academy

320 Iwo Jima Blvd
Harlengen,TX78550 		PC   General Operating Support 12,500

Meals on Wheels Central Texas

3227 E 5th Street
Austin,TX78702 		PC   Meals on Wheels Program 3,000

Memorial Assistance Ministries

1625 Blalock Rd
Houston,TX77080 		PC   MAMs Literacy Advance Services 15,000

Memorial Hermann Foundation

929 Gessner Suite 2650
Houston,TX77024 		PC   Memorial Hermann Advancing Health 50,000

Menninger Clinic

12301 Main St
Houston,TX77035 		PC   Support for mental illness 7,500

Mercy Gate Ministries

3170 Junction Highway Suite W-3
Ingram,TX78025 		PC   R.I.S.E. U.P. 10,000

Methodist Hospital Foundation

1707 Sunset Blvd
Houston,TX77005 		PC   Afibulation Research 50,000

Mission Gait

8191 Staples Mill Rd
Henrico,VA23228 		PC   Mobile Prosthetics 5,000

Mission Squash

1100 Merrill St
Houston,TX77009 		PC   After School Programming 5,000

Naval War College Foundation Inc

686 Cushing Road
Newport,RI02841 		PC   Foundation Membership 5,000

Navigators

3820 N 30th Street
Colorado Springs,CO80904 		PC   Pink House Driveway 30,000

Nehemiah Center

5015 Fannin St
Houston,TX77004 		PC   Operating Support 10,000

NextOp Inc

2929 McKinney St
Houston,TX77003 		PC   Texas Veteran Employment Program 7,500

Nick Finnegan Counseling Center

606 E 9th Street
Houston,TX77007 		PC   Mental Health Counseling and Outreach 20,000

OLH College Prep

235 Peterson Farm Rd
Kerrville,TX78028 		PC   General Operations 10,000

Open Dance Project

747 N Shepherd Dr 100
Houston,TX77007 		PC   ALICE 10,000

Palmer Drug Abuse Program

3730 Kirby DrSuite 1200
Houston,TX77098 		PC   General Operating 5,000

Pathways for Little Feet

9 Greenway Plaza Suite 3150
Houston,TX77046 		PC   General Operations/Little Plates 12,000

Philanthroy Roundtable

1120 20th Street Suite 550 South
Washington,DC20036 		PC   Protecting Philanthropic Freedom Fostering Excellence in Philanthropy 2,500

Pontifical North American College

3211 4th St NE
Washington,DC20017 		PC   2023 Rectors Dinner 15,000

Prison Entreprenuership

6501 Navigation Blvd Suite H7ii
Houston,TX77011 		PC   PEP Collider 10,000

Pro-Vision Inc

2656 South Loop West Suite 650
Houston,TX77054 		PC   General Operations 25,000

PTSD Foundation of America

9724 Derrington Rd
Houston,TX77064 		PC   Supporting Houstons Combat Veterans with PTSD 10,000

RaiseUp Families

2500 Tanglewilde Street Suite 350
Houston,TX77063 		PC   HandUp Program 10,000

Red Cloud Indian School

100 Mission Dr
Pine Ridge,SD57770 		PC   Spiritual Formation Program 3,000

River Oaks Chamber Orchestra

3104 Edloe Suite 350
Houston,TX77027 		PC   ROCO on the Go 5,000

Roman Catholic Diocese of Des Moines-Our Lady of the Americas Catholic Chur

1271 9th St
De Moines,IA50316 		PC   Stained Glass Window Restoration 15,000

Ronald McDonald House

1907 Holcombe Blvd
Houston,TX77030 		PC   General Operations 10,000

Rotary Club of Downtown Houston

2802 Timmons Ln 22027
Houston,TX77027 		PC   Frontline Kid Sponsor for the 50th Rotary Lombardi Award 25,000

Sacred Heart Catholic School

615 McDade
Conroe,TX77301 		PC   George W. Strake Memorial Fund 15,000

San Jose Clinic

2615 Fannin St
Houston,TX77002 		PC   Healthcare for the medically underserved of Greater Houston 50,000

San Juan Diego High School

2512 S 1st Street
Austin,TX78704 		PC   Tuition Assistance 20,000

Santa Maria Hostel

2605 Parker Rd
Houston,TX77093 		PC   Healing Hearts 10,000

Search Homeless Services

2015 Congress St
Houston,TX77002 		PC   Homeless Services - For a Houston Without Homelessness 5,000

Semper Fi Fund

825 College Blvd Suite 102 PMB609
Oceanside,CA92057 		PC   Financial Assistance for Wounded, Ill and Injured Service Members and Veterans in Glaveston and Harris Counties 12,000

Serenity Retreat

2060 N Loop W Suite 200
Houston,TX77018 		PC   Life-Changing Help for the Hurting 10,000

SERJobs

1710 Telephone Rd
Houston,TX77023 		PC   SERJobs 2023-2024 Veteran Services Program 5,000

Small Steps Nurturing Center

2902 Jensen Drive
Houston,TX77026 		PC   2023 Small Steps Clays Classic 5,000

Society of St Vincent de Paul

2403 Holcombe Blvd
Houston,TX77021 		PC   Creating the Legacy Dinner 10,000

Society of St Vincent de Paul

2403 Holcombe Blvd
Houston,TX77021 		PC   Creating the Legacy Dinner 50,000

Sons of the Amer Revolution TX Society

PO Box 3325
Sherman,TX75091 		PC   Texas SAR District 7 5,000

SpringSpirit

PO Box 550549
Houston,TX77255 		PC   13th Annual Breakfast for Champions 25,000

St Luke's Community Health Ctr

606 E 9th Street
Houston,TX77007 		PC   A Community Center at Gethsemane 25,000

St Peter Catholic Student Center

1415 S 9th Street
Waco,TX76706 		PC   Choral Scholars Program 5,000

St Pius X High School

811 W Donovan St
Houston,TX77091 		PC   Pledge Payment 120,000

St Dominic Village

2401 Holcombe Blvd
Houston,TX77021 		PC   Redient Subsidy Fund 4,000

St Dominic Village

2401 Holcombe Blvd
Houston,TX77021 		PC   Fall Luncheon 5,000

St John Paul XXII College Preparatory

1800 W Grand Parkway N
Katy,TX77449 		PC   Tuition Assistance 25,000

St Thomas High School

4500 Memorial Dr
Houston,TX77007 		PC   Eagles Everlasting Endowment 50,000

Stages Inc

800 Rosine Street
Houston,TX77019 		PC   2022-2023 Season Education Operating Support 5,000

Star of Hope Mission

4848 Loop Central Drive Suite 500
Houston,TX77081 		PC   General Operating Support 15,000

Strake Jesuit College Preparatory

8900 Bellaire Blvd
Houston,TX77036 		PC   Pledge Payment 100,000

Teen and Family Services

9337 Katy Frwy PMB 314
Houston,TX77024 		PC   Urban Core Mental/Behavioral Health Services 7,500

Texas Center for the Missing

2500 Bolsover
Houston,TX77005 		PC   General Operations 7,500

Texas Hearing Institute

3100 Shenandoah
Houston,TX77021 		PC   Audiology Speech Therapy and Educationsl Services for Children w/Hearing Loss 5,000

Texas Public Policy Foundation

901 Congress Avenue
Austin,TX78701 		PC   Advancing and Defending Liberty in Texas and throughout the Nation 40,000

Texas State Historical Association

3001 Lake Austin BlvdSuite 3116
Austin,TX78703 		PC   Subscription Services 5,000

Texas State History Museum Foundation

PO Box 12456
Austin,TX78711 		PC   Texas Independence Day Dinner 2023 15,000

Texas Values

1005 Congress Suite 830
Austin,TX78701 		PC   2023 Texas Faith Family Freedom Forum 5,000

The American Conservative

910 17th St Ste 400
Washington,DC20006 		PC   General Operations 7,500

The Beacon

1117 Texas Ave
Houston,TX77002 		PC   Essential Services for individuals Experiencing Homelessness 10,000

The Brookwood Community

1752 FM 1489
Brookshire,TX77423 		PC   Operating Support 12,500

The Bryan Museum

1315 21st Street
Galveston,TX77550 		PC   Stronger Together Expanding Educational Resources for Texas Educators 15,000

The Council on Recovery

PO Box 2768
Houston,TX77252 		PC   Center for Recovering Families 10,000

The Health Museum

1515 Hermann Dr
Houston,TX77004 		PC   General Operating Support 25,000

The Refuge for DMST

PO Box 90804
Austin,TX78709 		PC   The Refuge Reopening 5,000

The Rise School of Houston

5618 Mark Crosswell Jr Street
Houston,TX77021 		PC   Tuition Scholarship Program 10,000

The Women's Home

607 Westheimer
Houston,TX77006 		    Womens Homelessness 15,000

The WorkFaith Connection

Dept 289 PO Box 4346
Houston,TX77210 		PC   General Opperations 10,000

To Be Like Me

PO Box 600101
Dallas,TX75360 		PC   Disability Awareness Program 7,500

TOMAGWA Healthcare Ministries

455 School Street Suite 30
Tomball,TX77375 		PC   Healthy Families, Healthy Communities 20,000

Trees for Houston

PO Box 270477
Houston,TX77277 		PC   Tree Planting Program 5,000

True The Vote

PO Box 3109 19128
Houston,TX77253 		PC   Independent Voter Validation Verification 5,000

University of St Thomas

3800 Montrose Blvd
Houston,TX77006 		PC   Mardi Gras Ball - Scholarship 35,000

Ursuline Academy of Dallas

4900 Walnut Hill Ln
Dallas,TX75229 		PC   The Ursuline Fund - Mission Global Studies 15,000

Vita-Living Inc

3300 S Gessner Suite 150
Houston,TX77063 		PC   General Support 10,000

Volunteer Interfaith Caregivers Southwest

9600 S Gessner Rd
Houston,TX77071 		PC   Transportation for Seniors 7,500

Western Academy

1511 Butlercrest
Houston,TX77080 		PC   Scholarship Fund 25,000

Women's Fund for Health Education & Research

5433 Westheimer
Houston,TX77056 		PC   Education Programming 5,000

Women's Pregnancy Center

10130 Fondren Rd 230
Houston,TX77096 		PC   Limited Ultrasound Program 7,500

Wonders & Worries

9101 Burnet Rd Suite 205
Austin,TX78758 		PC   Parental Illness 15,000

Yellowstone Schools

3000 Trully St
Houston,TX77004 		PC   Yellowstone Schools Field Trip Program 10,000

Young Life

900 Town Country Lane
Houston,TX77024 		PC   Next Gen Leaders 20,000
Total .................................right arrow 3a 2,877,400
bApproved for future payment

Boy Scouts of America
2225 N Loop W
Houston,TX77008 		PC   Camp Strake 75,000

Fellowship of Catholic University Students
603 Park Point Dr Ste 200
Genesee,CO80401 		PC   Growth and Expansion TX 50,000

Methodist Hospital Foundation
1707 Sunset Blvd
Houston,TX77005 		PC   Support Indegent Care Population 50,000

Strake Jesuit College Preparatory
609 Crawford St
Houston,TX77002 		PC   In All Things Capital Campaign 100,000

St Agnes Academy
9000 Bellaire Blvd
Houston,TX770364683 		PC   Capital Campaign 200,000

St Pius X High School
811 West Donovan St
Houston,TX770915643 		PC   Campus Improvement Project 240,000
Total ................................. right arrow 3b 715,000
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 ........... 		    14 247,584  
4 Dividends and interest from securities ....     14 1,137,983  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		      148,354  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP INCOME 		      1,904,427  
bOIL GAS ROYALTIES       126  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   3,438,474  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,438,474
(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.)
N/A N/A
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: 23017659
Software Version: 23.1.0.0
Part VI Line 7 - Tax Paid with the Original Return: 252,900


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Professional Services - Audit Tax 17,000 8,500   8,500

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
23017659
Software Version:
23.1.0.0
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
EQUIPMENT 2014-01-01 37,958 37,958 STRAIGHT LINE          

TY 2023 InvestmentsCorpStockSchedule
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
23017659
Software Version:
23.1.0.0
Name of Stock End of Year Book Value End of Year Fair Market Value
HELD AT FIDELITY 39,188,491 59,764,544

TY 2023 InvestmentsOtherSchedule2
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
23017659
Software Version:
23.1.0.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BELRIDGE ENERGY ADVISORS LP FMV 30,644 30,644
SALIENT FUNDS ENDOWMENT PMF TEI FMV 141,662 141,662
SALIENT NATURAL RESOURCE FUND, L.P. FMV 416,032 416,032
ZARVONA FUND II-B LP FMV 516,227 516,227
TEXAS REEXPLORATION LTD. 06 FMV 2,547 2,547
HIGHCREST CAPITAL FMV 1,000,000 1,000,000

TY 2023 LandEtcSchedule2
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
23017659
Software Version:
23.1.0.0
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
EQUIPMENT 37,958 37,958    


TY 2023 LegalFeesSchedule
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FIZER BECK WEBSTER BENTLEY SCROGGINS 6,699 3,350   3,349


TY 2023 OtherAssetsSchedule
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
23017659
Software Version:
23.1.0.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST RECEIVABLE 37,939 30,612 30,612


TY 2023 OtherDecreasesSchedule
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
23017659
Software Version:
23.1.0.0
Description Amount
EXCISE TAX AND UBTI TAX 378,450
UNREALIZED LOSS ON PARTNERSHIPS 69,423


TY 2023 OtherExpensesSchedule
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
23017659
Software Version:
23.1.0.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 4,512 2,843   1,669
TELEPHONE 1,753 1,104   649
OFFICE ADMIN SERVICES 799 503   296
COMPUTER OPERATIONS 6,058 3,817   2,241
DUES SUBSCRIPTIONS 815 407   408
GARAGE RENT 4,256 2,681   1,575


TY 2023 OtherIncomeSchedule2
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
23017659
Software Version:
23.1.0.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 1,904,427 1,904,427  
OIL GAS ROYALTIES 126 126  


TY 2023 OtherIncreasesSchedule
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
23017659
Software Version:
23.1.0.0
Description Amount
NON TAXABLE GAIN ON STOCK TRANSFER 449,429


TY 2023 OtherProfessionalFeesSchedule
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSE 164,747 164,747    


TY 2023 TaxesSchedule
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROPERTY TAXES 55 55    
FOREIGN TAXES 10,374 10,374    
PRODUCTION TAXES 1 1