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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
STRAKE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)5847 SAN FELIPE ST STE 4160
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Houston, TX77057
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$69,371,560
J 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 181,708 181,708  
4 Dividends and interest from securities... 2,283,433 2,283,433  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,572,176
b Gross sales price for all assets on line 6a 14,894,767
7 Capital gain net income (from Part IV, line 2)... 2,572,176
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)....... 1,343,259 1,343,259  
12 Total. Add lines 1 through 11........ 6,380,576 6,380,576  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 219,792 43,958   175,834
14 Other employee salaries and wages...... 100,222 20,045   80,177
15 Pension plans, employee benefits....... 90,681 18,136   72,545
16a Legal fees (attach schedule)......... 362 181   181
b Accounting fees (attach schedule)....... 17,018 8,509   8,509
c Other professional fees (attach schedule).... 162,832 162,832    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 4,787 4,787    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 58,054 35,993   22,061
21 Travel, conferences, and meetings....... 8,601 1,698   6,903
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 14,598 9,196   5,402
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 676,947 305,335   371,612
25 Contributions, gifts, grants paid....... 3,399,000 3,399,000
26 Total expenses and disbursements. Add lines 24 and 25 4,075,947 305,335   3,770,612
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,304,629
b Net investment income (if negative, enter -0-) 6,075,241
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 46,605 83,377 83,377
2 Savings and temporary cash investments......... 3,419,045 10,067,524 10,067,524
3 Accounts receivable right arrow16,994
Less: allowance for doubtful accounts right arrow   32,870 16,994 16,994
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)....... 39,188,491 Click to see attachment
List of Attached Documents:
// Content
35,092,703
57,138,491
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).......... 2,107,112 Click to see attachment
List of Attached Documents:
// Content
2,040,164
2,040,164
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
30,612
Click to see attachment
List of Attached Documents:
// Content
25,010
Click to see attachment
List of Attached Documents:
// Content
25,010
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 44,824,735 47,325,772 69,371,560
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)   Click to see attachment
List of Attached Documents:
// Content
23,258
23 Total liabilities (add lines 17 through 22).........   23,258
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........... 44,824,735 47,302,514
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)..... 44,824,735 47,302,514
30 Total liabilities and net assets/fund balances (see instructions). 44,824,735 47,325,772
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
44,824,735
2
Enter amount from Part I, line 27a .....................
2
2,304,629
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,059,481
4
Add lines 1, 2, and 3 ..........................
4
48,188,845
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
886,331
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
47,302,514
Form 990-PF (2024)
Form 990-PF (2024)
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 2024-01-01 2024-12-31
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 14,894,767   12,322,591 2,572,176
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       2,572,176
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 2,572,176
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 84,446
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 84,446
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 84,446
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 45,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 45000 7 45,000
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 1,514
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 40,960
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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
 
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
182,292 28,167  
5847 SAN FELIPE ST STE 4160
HOUSTON,TX77057
DIANA D HOOVER VICE PRESIDENT
002.00
4,500    
5847 SAN FELIPE ST STE 4160
HOUSTON,TX77057
ROBERT S PARSLEY SECRETARY
002.00
4,500    
5847 SAN FELIPE ST STE 4160
HOUSTON,TX77057
MELANIE S MEEKS DIRECTOR
002.00
4,500    
5847 SAN FELIPE ST STE 4160
HOUSTON,TX77057
LINDA JOHNSON DIRECTOR
002.00
4,500    
5847 SAN FELIPE ST STE 4160
HOUSTON,TX77057
JOHN S PARSLEY DIRECTOR
002.00
3,000    
5847 SAN FELIPE ST STE 4160
HOUSTON,TX77057
GEORGE W STRAKE III PRESIDENT/TREASURER
005.00
4,500    
5847 SAN FELIPE ST STE 4160
HOUSTON,TX77057
STEPHEN D STRAKE DIRECTOR
002.00
4,500    
5847 SAN FELIPE ST STE 4160
HOUSTON,TX77057
KATHY COVEY DIRECTOR
002.00
4,500    
5847 SAN FELIPE ST STE 4160
HOUSTON,TX77057
SHARON MCNEARNEY DIRECTOR
002.00
3,000    
5847 SAN FELIPE ST STE 4160
HOUSTON,TX77057
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
100,222 35,830  
5847 SAN FELIPE ST STE 4160
HOUSTON,TX77057
Total number of other employees paid over $50,000...................right arrow 1
Form 990-PF (2024)
Form 990-PF (2024)
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
AMERICANA PARTNERS INVESTMENT MANAGEMENT 162,832
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
1 203 GRANTS TO VARIOUS CHURCHES, SCHOOLS AND OTHER NONPROFIT CAUSES 3,399,000
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 (2024)
Form 990-PF (2024)
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
66,371,388
b
Average of monthly cash balances.......................
1b
540,798
c
Fair market value of all other assets (see instructions)................
1c
2,162,355
d
Total (add lines 1a, b, and c).........................
1d
69,074,541
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
69,074,541
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,036,118
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
68,038,423
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,401,921
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
3,401,921
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
84,446
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
84,446
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,317,475
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
3,317,475
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
3,317,475
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
3,770,612
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
3,770,612
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 3,317,475
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 214,332
c From 2021...... 378,368
d From 2022...... 1,592
e From 2023...... 46,967
f Total of lines 3a through e ........ 641,259
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,770,612
a Applied to 2023, 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 2024 distributable amount..... 3,317,475
e Remaining amount distributed out of corpus 453,137
5 Excess distributions carryover applied to 2024.    
(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 1,094,396
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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 2019 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
1,094,396
10 Analysis of line 9:
a Excess from 2020.... 214,332
b Excess from 2021.... 378,368
c Excess from 2022.... 1,592
d Excess from 2023.... 46,967
e Excess from 2024.... 453,137
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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
Cross Roads,TX76227
  PC Comprehensive Support Services 5,000

AD Players Theater

5420 Westheimer Rd
Houston,TX77056
  PC Arts for All and Gift of Theater 15,000

Alley Theatre

615 Texas Avenue
Houston,TX77002
  PC General Operating Support for Alley Theatre Season 78 5,000

Amazing Place

3735 Drexel
Houston,TX77024
  PC Amazing Place Annual Dinner 20,000

American Diabetes Association

PO Box 7023
Merrifield,VA22116
  PC 2024 American Diabetes Association Camp Rainbow 2,500

American Enterprise Institute for Public Policy Research

1789 Massachusetts Ave
Washington,DC20036
  PC Social, Cultural and Constitutional Studies 2,500

American Values

2800 S Shirlington Road Suite 950
Arlington,VA22206
  PC Educating Christians on Life 20,000

Angel Flight South Central

PO Box 2207
Addison,TX75001
  PC Medical Care Access- Air Transportation 15,000

Angela House

6725 Reed Rd
Houston,TX770876830
  PC General Operating 25,000

Arbor School

1919 Knoll Street
Houston,TX77080
  PC General Operating 15,000

Arms Wide

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

Asia Society Texas Center

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

Asia Society Texas Center

1370 Southmore Blvd
Houston,TX77004
  PC Annual Tiger Ball 2,500

AVDA

1001 Texas Avenue Suite 600
Houston,TX77002
  PC To support safer homes for children to grow and thrive 20,000

Barbara Bush Literacy Foundation

7887 San Felipe St Suite 250
Houston,TX77063
  PC General support 15,000

Baylor Scott & White Central TX Fdn

2401 S 31st Street MS-S103
Temple,TX76508
  PC Baylor Scott White NeuroHealth Institute 25,000

BEAR

3572 TC Jester Blvd
Houston,TX77018
  PC Heart Gallery of Greater Houston 7,500

Bel Inizio

7710 Del Rey Lane
Houston,TX77071
  PC Transforming the Lives of Disadvantaged Women through Health Fitness 7,500

Big Brothers Big Sisters of Grtr Houston

1003 Washington Ave
Houston,TX77002
  PC One-to-One Mentoring for Youth Facing Adversity 15,000

Blessings in a Backpack Bayou City

12535 Perthshire Rd
Houston,TX77024
  PC Program Support for Bayou City Blessings Weekend Food for 2024-2025 Elementary Schools 5,000

Bo's Place

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

Boy Scouts of America

2225 N Loop W
Houston,TX77008
  PC Camp Strake Improvement 75,000

Boys and Girls Country of Houston Inc

18806 Roberts Rd
Hockley,TX77447
  PC Supporting Children from Trauma Neglect 20,000

Breakthrough Central Texas

3100 East 5th Street Suite 375
Austin,TX78702
  PC Breakthroughs Middle School Summer Academy 20254 7,500

Bridges to Life

PO Box 57i0895
Houston,TX772570895
  PC 2024 Bridges to Life Projects 20,000

Buffalo Bayou Partnership

1019 Commerce St Suite 200
Houston,TX77002
  PC Revitalizing and Activating Buffalo Bayou 7,500

Camp Allen

18800 FM 362
Navasota,TX77868
  PC Back to Nature Campaign 30,000

Camp Aranzazu

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

CanCare of Houston Inc

9575 Katy Fwy Ste 428
Houston,TX77024
  PC Free emotional support services forcancer patients and caregivers 10,000

CarePartners

3838 Aberdeen Way
Houston,TX77025
  PC CarePartners Community Programming for Older Adults and Caregivers 20,000

Casa de Esperanza

PO Box 3012089
Houston,TX77230
  PC Foster Care Program 20,000

Cathedral High School

7726 Westview
Houston,TX77055
  PC Fiat Lux Let There by Light 20,000

Catholic Charities of the Archdiocese

2900 Louisiana St
Houston,TX77006
  PC Parsley Charity Golf Classic Benefitting Catholic Charities Building to Serve Campaign 25,000

Catholic Extension

150 S Wacker Dr Suite 2000
Chicago,IL60606
  PC Dinner Honoring Stan Marek 25,000

Catholic Literary Arts

2505 Driscoll St
Houston,TX77019
  PC Fearless Catholic Writing Camp 5,000

Center for Pursuit

4400 Harrisburg Blvd
Houston,TX77011
  PC Holoistic Person-Centered Support for Houston-Area Residents with Intellectual or Developmental Disabilities 10,000

Chambers County Children's Museum

PO Box 2309
Mont Belvieu,TX77580
  PC Program Director Position Salary 10,000

Chance for Hope Foundation

PO Box 842044
Pearland,TX77584
  PC General Operating Support 2,500

Child Advocates Inc

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

Children's Museum of Houston

1500 Binz St
Houston,TX77004
  PC Eco Station Environmental Exhibit 15,000

Children at Risk

2900 Weslayan Suite 400
Houston,TX77027
  PC Empowering Teachers and Students Through Texas A Challenge 10,000

Chinquapin School

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

Cistercian Preparatory School

3660 Cistercian Road
Irving,TX75039
  PC Endowment for Professional Development 12,500

Citizens for Animal Protection

17555 Katy Freeway
Houston,TX77094
  PC Youth Humane Education Program 5,000

Clayton Dabney for Kids with Cancer

2825 Oak Lawn Ave 192136
Dallas,TX75219
  PC Assistance programs in the Houston area 5,000

Coastal Prairie Conservancy

5615 Kirby Dr
Houston,TX77005
  PC Advocacy Research for Coastal Conservancy 2,500

Colorado Springs Pioneer Museum

215 S Tejon Street
Colorado Springs,CO80903
  PC Welcoming Students Back to CSPM 2,500

Communities In Schools of Houston

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

Connect Community

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

Constituting America

PO Box 1988
Colleyville,TX76034
  PC Constituting America National Impact Plan 3,500

Contemplative Network

PO Box 941464
Houston,TX770948464
  PC Sponsorship of Interfaith, Faith and Science Rome Conference 10,000

Covenant House Texas

1111 Lovett Blvd
Houston,TX77006
  PC A Night of Broadway Stars 2024 Gala 10,000

Crime Stoppers of Houston Inc

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

Cristo Rey Dallas High School

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

CYCLE Houston

2200 Louetta Rd 100
Spring,TX77388
  PC CYCLEs Earn-A-Bike Literacy Program 5,000

Dallas Children's Theater Inc

5938 Skillman St
Dallas,TX75231
  PC Suupport for DCTs Student Matinee Performance Series 10,000

DePelchin Children's Center

4950 Memorial Dr
Houston,TX77007
  PC Annual Luncheon 15,000

Educational Progrms Inspiring Communities

707 Lehman Street
Houston,TX77018
  PC General Operating Support 10,000

Emerge Partnership

11251 Northwest Fwy Suite 330
Houston,TX77092
  PC EMERGES strategic growth plan 15,000

Epiphany Community Health Outreach Svcs

9600 S Gessner Rd Bldg
Houston,TX77071
  PC ECHOS Financial Stability Programs 4,000

Episcopal High School

4650 Bissonnet Street
Houston,TX77401
  PC Renewal of the Schools Benitez Chapel 20,000

Evergreen Freedom Foundation

PO Box 552
Olympia,WA98507
  PC Texas Worker Freedom Expansion 10,000

Every Village

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

Exponent Philanthropy

1720 N St NW
Washinton,DC20036
  PC General support 1,000

Faith in Practiice

7500 Beechnut St Suite 208
Houston,TX77074
  PC Funding Request for Surgical Teams 30th Anniversary Gala 50,000

Family Missions Company

12624 Everglade Road
Abbeville,LA70510
  PC Family Missions Company - Missionary Housing Training Facilities 10,000

Fellowship of Catholic Univ Students

PO Box 17408
Denver,CO80217
  PC Building a Generation of Moral and Faithful Leaders 50,000

Focus on the Family

8605 Explorer Dr
Colorado Springs,CO80920
  PC General Operating Support 30,000

Fort Bend Hope

PO Box 1610
Rosenberg,TX77471
  PC General Operating Expense 2,500

Foundation for Autism Care Ed & Svcs

13121 Louetta Rd Suite 1360
Cypress,TX774295155
  PC Life Changing Therapy for Houston Children with Autism 5,000

Frassati Catholic High School

2215 Frassati Way
Spring,TX77389
  PC Tuition Assistance Program 15,000

Free Wheelchair Mission

15279 Alton Parkway Suie 300
Irvine,CA92618
  PC Wheelchairs for People Living with Disabilities in Developing Countries 6,000

Galveston Bay Foundation

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

Genesys Works

3100 Main St Suite 702
Houston,TX77002
  PC Meaningful High School Internship Program 5,000

Girl Scouts of San Jacinto Council

3110 Southwest Freeway
Houston,TX77098
  PC CampHER Empowering Girls in Nature and Girl Scout Gold Award 15,000

Godfrey Fdn Cinema Therapy

1 E Belleview Pl
Englewood,CO80113
  PC A trauma survivor can gain control over their story and be able to control their memories and emotions. 25,000

Goldwater Institute

500 East Coronado Rd
Phoenix,AZ85004
  PC Standing Up for the American Dream 10,000

Good Works Collective

PO Box 7473
Houston,TX77248
  PC First Cohort 5,000

Gracelyn University

5311 Riviana Ct
College Station,TX77845
  PC Tuition Assistance 15,000

Gratia Plena Counseling

10707 Corporate Drive Suite 135
Stafford,TX77477
  PC Mental and Spiritual Health Services for the Wellbeing of the Community 10,000

Greater Conroe Arts Alliance

PO Box 1415
Conroe,TX77305
  PC Greater Conroe Arts Festival Multi Arts Camp 20,000

Harvest Family Church

PO Box 99
Conroe,TX77305
  PC Harvest Family Academy 2024 Fundraising 10,000

HERITAGE FOUNDATION

214 Massachusetts Ave NE
Washington,DC20002
  PC Delivering on the Fundamentals Education Freedom, Election Integrity, Secure Borders 30,000

Hope and Healing Institute

717 Sage Rd
Houston,TX770562111
  PC General Operating Support 15,000

Houston Achievement Place

245 W 17ith Street
Houston,TX77008
  PC Project CLASS 10,000

Houston Aphasia Recovery Center

5005 Woodway Dr Suite 110
Houston,TX77056
  PC HARC 2024 Luncheon 25,000

Houston Area Women's Center

3077 El Camino St
Houston,TX77054
  PC Emergency Housing For Women Children Fleeing Violence 5,000

Houston Botanic Garden

8205 N Bayou Dr
Houston,TX77017
  PC The Houston Botanic Garden, a living museum and outdoor classroom in the kcitys underserved southeast side 10,000

Houston Center for Contemporary Craft

4848 Main Street
Houston,TX77002
  PC Educational Programming 20,000

Houston Children's Chorus

PO Box 566567
Houston,TX772666567
  PC 2024 Winter Luncheon 10,000

Houston Food Bank

535 Portwall
Houston,TX77029
  PC Food Security for Disadvantaged Populations 10,000

Houston Furniture Bank

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

Houston Hospice

1905 Holcombe Blvd
Houston,TX77030
  PC Operating Support 10,000

Houston Methodist Foundation

1707 Sunset Blvd
Houston,TX77005
  PC Heart Institute 50,000

Houston Museum of Natural Science

5555 Hermann Dr
Houston,TX77030
  PC Big Energy Gala 15,000

Houston Pregnancy Help Center

3636 San jacinto St
Houston,TX77004
  PC Case Management Services at the New Bridge to Life Location 5,000

Houston Tri-Delta Philanthropies Inc

PO Box 79304
Houston,TX77279
  PC 2025 The Sale 25,000

Houston Wilderness

1334 Brittmoore Rd Suite 2804
Houston,TX77043
  PC Great Green Quest and Wilderness Passport 1,000

Institute for Spirituality & Health

8100 Greenbriar 300
Houston,TX77054
  PC Bereavement Support Services 10,000

Jesuit College Preparatory School DAL

12345 Inwood Rd
Dallas,TX75244
  PC Celebration Auction 10,000

Junior League of Houston

1811 Briar Oaks Lane
Houston,TX77027
  PC 76th Annuial Junior League Luncheon 10,000

Kappa Kappa Gamma Foundation

PO Box 6770
Houston,TX772656770
  PC Holiday Pilgrimage Home Tour 5,000

Kid's Meal Security

330 Garden Oaks Blvd
Houston,TX77018
  PC 2024 Healthy Meal Delivery Program 7,500

La Promesa Foundation

1903 S Lamesa Rd
Midland,TX79701
  PC KSHJ Fishers of Men Dinner 5,000

Latino Learning Center Inc

3522 Polk St
Houston,TX77003
  PC Residential Air Conditioning/Refrigeration 3,000

Leadership Institute

1101 N Highland Street
Arlington,VA22201
  PC Texas Battle Plan 2022-2024 10,000

Lemonade Day Houston

1800 West Loop South 1875
Houston,TX77056
  PC Support towards the growth of the Lemonade Day youth entrepreneurship 12,500

Leukemia & Lymphoma Society

5090 Richmond Ave 147
Houston,TX77056
  PC LLS Local Patient Assistance Program 2,500

Living Bank

4545 Post Oak Place Dr Suite 340
Houston,TX77027
  PC Independent Living Donor Advocate 5,000

Magnolia School

9902 Longpoint Rd
Houston,TX77055
  PC Financial Aid Program 25,000

Main Street Ministries

5100 Travis Street
Houston,TX77002
  PC Life Empowerment Program 10,000

Make A Wish Foundation of the Texas Gulf Coast Inc

12625 Southwest Freeway
Stafford,TX77477
  PC Wishes Cant Wait in Greater Houston 10,000

Manned Space Flight Education Foundation

1601 Nasa Parkway
Houston,TX77058
  PC Space Center Houston Community Outreach and Boy Scout Programming 10,000

Marbridge Foundation

s2310 Bliss Spillar Rd
Manchaca,TX78652
  PC Support for Adults with Intellectual and Developmental Disabilities 15,000

Memoral Assistance Ministries

1625 Blalock Rd
Houston,TX77080
  PC MAMsLiteracy Advance Services 15,000

Memorial Hermann Foundation

929 Gessner Suite 2650
Houston,TX77024
  PC Memorial Hermann Advancing Health 25,000

Menninger Clinic

12301 Main Street
Houston,TX77035
  PC Chaplaincy Program 10,000

Mental Health America of Greater Houston

2211 Norfolk Suite 810
Houston,TX77098
  PC Veterans Behavioral Health Empowering Through Support and Mental Health Services 10,000

Miracle Foundation

1506 West 6th Street
Austin,TX78703
  PC Supporting Foster Families case managers and children in the foster care system across Houston Area 8,000

Mission Centers of Houston

PO Box 30417
Houston,TX77249
  PC General Operating Support 5,000

Mission Gait

8191 Staples Mill Road
Richmond,VA23228
  PC Training Education and Capacity Building in the South Pacific 2,500

Nabor House Community

10750 Hammerly Blvd
Houston,TX77043
  PC Scholarship for 2 children 5,000

National Pediatric Cancer Foundation

5550 W Executive Dr Suite 200
Tampa,FL33609
  PC Fashion Funds the Cure Houston 10,000

National Pediatric Cancer Foundation

5550 W Executive Dr Suite 200
Tampa,FL33609
  PC Fashion Funds the Cure Houston 5,000

NAVIGATORS

3820 N 30th Street
Colorado Springs,CO80904
  PC Glen Eyrie Castle Renovation Project 20,000

Nehemiah Center

5015 Fannin St
Houston,TX77077
  PC Operating Funds to support impoverished children 8,000

Neuhas Education Center

4433 Bissonnet St
Bellaire,TX77401
  PC The Margaret H. Ley Adult Literacy Program 2,500

NextOp Inc

PO Box 266
Houston,TX77001
  PC Veteran Employment Program 5,000

Nick Finnegan Counseling Center

2714 Joanel St
Houston,TX77027
  PC Supporting Mental Health Counseling Outreach 20,000

OLH College Prep

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

Open Dance Project

747 N Shepherd Dr Ste 100
Houston,TX77007
  PC The Wonderful Wizard of Oz 10,000

Our Lady of the Americas Catholic Church

1271 E 9th
Des Moines,IA50316
  PC Stained Glass Window Project 5,000

Our Lady of Wisdom Catholic School

100 Concho St
San Marcos,TX78666
  PC Truth Beauty and Goodness Campaign 5,000

Outreach Center West Houston

14053 Memorial Dr 442
Houston,TX77079
  PC New Building for Outreach Services 20,000

Pathways for Little Feet

9 Greenway Plaza Suite 3150
Houston,TX77046
  PC General Operations Little Plates 15,000

Periwinkle Foundation

3400 Bissonnet St Suite 185
Houston,TX77005
  PC General Operating Support 5,000

Petra Cares

11085 Regency Green Dr
Cypress,TX77429
  PC Grow Capacity, Program Expansion Teaching kids automotive skills 5,000

Philanthropy Roundtable

1120 20th Street NW Suite 400N
Washington,DC20036
  PC Defend Philanthropic Freedom Promote Values Based Giving 2,500

Plant it Forward

4030 Willowbend
Houston,TX77025
  PC General Operating Support 7,500

Pontifical North American College

3211 4th St NE
Washington,DC20017
  PC Corso Auditorium Renovation 75,000

Prager University Foundation

15021 Ventura Blvd 442
Sherman Oaks,CA91403
  PC Prager U Kids 15,000

Prayers of the People

PO Box 22262
Houston,TX77227
  PC POPs Greater Houston Response Phase 1 2,500

Pregnancy Center of the Coastal Bend

4730 Everhart Rd
Corpus Christi,TX78411
  PC Pregnancy Center Service and Support 5,000

Prison Entrepreneurship Program

PO Box 2767
Houston,TX77252
  PC Survive to Thrive A Proven Pathway from Prison to Prosperity 5,000

Pro-Vision Inc

2656 South Loop West Suite 650
Houston,TX77054
  PC Mardi Gras Gala 20,000

River Oaks Chamber Orchestra

3104 Edloe Street 350
Houston,TX77027
  PC Musicians with a Mission 5,000

Ronald McDonald House

1907 Holcombe Blvd
Houston,TX77030
  PC 2024 Run for the House Sponsorship Benefiting the General Operations of Ronald McDonald House Charities of Greater Houston 10,000

Rotary Club of Houston Foundation

2802 Timmons Lane
Houston,TX77027
  PC The Lombardi Award 25,000

Sailing Angels Foundation

1714 Festival Dr
Houston,TX77062
  PC Therapeutic Nautical Service for the Needy 5,000

Saint Louis University

221 N Grand
St Louis,MO63021
  PC The Heart of a SLU Education at UT-Austin 25,000

San Jacinto Museum of History Assn

1 Monument Circle
LaPorte,TX77571
  PC 2024 San Jacinto Day Dinner 5,000

San Jose Clinic

2615 Fannin Street
Houston,TX77002
  PC Improving Health to the uninsured and medically underserved of Greater Houston 80,000

San Juan Diego Catholic High School

2512 S 1st Street
Austin,TX78704
  PC Tuition Assistance for Economically Disadvantaged Students 5,000

Search Homeless Services

2015 Congress St
Houston,TX77002
  PC For a Houston without Homelessness 5,000

Search Ministries

1300 S University Suite 210
Fort Worth,TX77902
  PC Teaching others to find Jesus 5,000

Serenity Retreat

2060 N Loop W Suite 200
Houston,TX77018
  PC Life Changing Help for Hurting 7,500

Shield Ranch Foundation

9433 Bee Caves Road Suite 140
Austin,TX78733
  PC Camp El Ranchito 25,000

Sight Into Sound

3935 Essex Lane
Houston,TX77027
  PC Reading Programs 2,500

Sire Inc

PO Box 924067
Houston,TX77292
  PC Equine Assisted Learning 5,000

Small Steps Nurturing Center

2902 Jensen Dr
Houston,TX77026
  PC Clay Shoot 5,000

Society of St Vincent de Paul

2403 Holcombe Blvd
Houston,TX77021
  PC 2025 SVDP General Operations to Serve the Poor 25,000

Sons of the Amer Revolution TX Society

11 Winhall Place
Houston,TX77354
  PC Junior ROTC Scholarships- District 7, Texas SAR 4,000

Southmore Foundation

2222 Bellefontaine
Houston,TX77030
  PC Character Development Programs 5,000

Special Olympics Texas

2501 Central Parkway Ste C1A
Houston,TX77092
  PC To Support Special Olympics Texas-Greater Houston Area Sports Training, Competition and Programs 5,000

SpringSpirit

8526 Pitner Road
Houston,TX77080
  PC Dues, Breakfast of Champions 25,000

SpringSpirit

8526 Pitner Road
Houston,TX77080
  PC Golf Tournament Sponsor 17,500

St Dominic Village

2401 Holcombe Blvd
Houston,TX77021
  PC St Dominic Village Compassionate Care Fund 10,000

St John Paul II Fdn for Life & Family

1177 W Loop South Suite 940
Houston,TX77027
  PC Texas Iniatives Support 10,000

St Peter Catholic Student Center

1415 S 9th St
Waco,TX77036
  PC Support of Choral Scholars Prgrams 5,000

St Piux X High School

811 West Donovan Street
Houston,TX77091
  PC Upgrade Football Field 120,000

Stages Inc

800 Rosine Street
Houston,TX77019
  PC 2023-2024 Season Education Operating 5,000

Star of Hope Mission

4848 Loop Central Drive Suite 500
Houston,TX77081
  PC General Operating Support 10,000

Strake Jesuit College Preparatory Inc

8900 Bellaire Blvd
Houston,TX77036
  PC Our way of Proceeding Enhancement 100,000

Strake Jesuit College Preparatory Inc

8900 Bellaire Blvd
Houston,TX77036
  PC Our way of Proceeding Enhancement 600,000

Texas Center for the Missing

2500 Bolsover Street
Houston,TX77005
  PC Missing Persons Emergency Alert Investigator Support Program 5,000

Texas Christian University

TCU Box 297044
Fort Worth,TX76129
  PC TCU Scholarship Support 20,000

Texas Hearing Institute

3100 Shenandoah Street
Houston,TX77021
  PC Support for Specialized Audiology Speech Therapy 10,000

Texas Parks & Wildlife Foundation

2914 Swiss Ave
Dallas,TX75204
  PC Advancement Texas Proud Outdoor Traditions 25,000

Texas Public Policy Foundation

901 Congress Ave
Austin,TX78701
  PC Protecting Texas Border and Election Integrity 30,000

Texas State History Museum Foundation

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

The Blue Bird Circle

PO Box 66027
Houston,TX77006
  PC General Operating Support 7,500

The Brookwood Community

1752 FM 1489
Brookshire,TX77423
  PC Program Support 10,000

The Bryan Museum

1315 21st Street
Galveston,TX77550
  PC Cowboy Gala 15,000

The Council on Recovery

PO Box 2768
Houston,TX772522768
  PC The Center for Recovering Families 7,500

The Fund for American Studies

1706 New Hampshire Ave NW
Washington,DC20009
  PC Scholarship support for Texas High School Students to Attend Economics for Leaders 10,000

The Health Museum

1515 Hermann Dr
Houston,TX77004
  PC Annual Gala 10,000

The Refuge for DMST

PO Box 90804
Austin,TX78709
  PC General Operating Support 10,000

The Rise School iof Houston

5618 H Mark Crosswell Jr Street
Houston,TX77021
  PC The Rise School of Houston Tuition Scholarship Program 15,000

The Stewpot

1835 Young Street
Dallas,TX75201
  PC General Operations 5,000

TIRR Foundation

3355 West Alabama Suite 950
Houston,TX77098
  PC Moran Camp Xtreme 10,000

To Be Like Me

PO Box 600101
Dallas,TX75360
  PC Disability Awareness Program 10,000

TREES FOR HOUSTON

1911 W 34th Street
Houston,TX77018
  PC Trees for Houston Tree Planting Program 5,000

Turning Point USA NFP

4940 Beverly Road
Phoenix,AZ85044
  PC General Operations Support 25,000

Univ of Texas MD Anderson Cancer Center

PO Box 301407
Houston,TX772301407
  PC A Conversation with a Living Legend 15,000

University Catholic Center

2010 University Ave
Austin,TX78705
  PC Campus Ministry through Truth, Beauty, Goodness 25,000

University of St Thomas

3800 Montrose Boulevard
Houston,TX77006
  PC Scholarship Gala 35,000

Vita-Living Inc

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

Women's Home

607 Westheimer
Houston,TX77006
  PC Building Whole Lives for Women Families 15,000

Wonders & Worries

5850 San Felipe Suite 120
Houston,TX77057
  PC Illness/Injury Education and Coping for Houston-Area Children/Teenagers Facing A LifeThreatening Parental Illness or Injury 20,000

WorkFaith

Dept 289 PO Box 4346
Houston,TX77210
  PC General Operating Support 15,000

Yellowstone Schools

3000 Trulley Street
Houston,TX77004
  PC Party in the Park 10,000

Young Americans Against Socialism

2090 Souith Barrington Ave PO Box 4
Los Angeles,CA90049
  PC Young Americans Against Socialism Educate Freedom 5,000

Young Americans for Liberty Foundation

3267 Bee Cave Rd Suite 107-65
Austin,TX78746
  PC National Campus Program 5,000
Total .................................right arrow 3a 3,399,000
bApproved for future payment

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 120,000
Total ................................. right arrow 3b 320,000
Form 990-PF (2024)
Form 990-PF (2024)
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 64,196  
4 Dividends and interest from securities ....     14 2,400,945  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
      2,572,176  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP INCOME
      1,343,170  
bOIL GAS ROYALTIES       89  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   6,380,576  
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,380,576
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24019898
Software Version: 24.0.1.0
Part VI Line 7 - Tax Paid with the Original Return: 45,000


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Professional Services - Audit Tax 17,018 8,509   8,509

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

TY 2024 DepreciationSchedule
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
24019898
Software Version:
24.0.1.0
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 2024 InvestmentsCorpStockSchedule
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
24019898
Software Version:
24.0.1.0
Name of Stock End of Year Book Value End of Year Fair Market Value
HELD AT FIDELITY 35,092,703 57,138,491

TY 2024 InvestmentsOtherSchedule2
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
24019898
Software Version:
24.0.1.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SALIENT FUNDS ENDOWMENT PMF TEI FMV 117,268 117,268
SALIENT NATURAL RESOURCE FUND, L.P. FMV 450,603 450,603
ZARVONA FUND II-B LP FMV 469,792 469,792
TEXAS REEXPLORATION LTD. 06 FMV 2,501 2,501
HIGHCREST CAPITAL FMV 1,000,000 1,000,000

TY 2024 LandEtcSchedule2
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
24019898
Software Version:
24.0.1.0
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
EQUIPMENT 37,958 37,958    


TY 2024 LegalFeesSchedule
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FIZER BECK WEBSTER BENTLEY SCROGGINS 362 181   181


TY 2024 OtherAssetsSchedule
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
24019898
Software Version:
24.0.1.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST RECEIVABLE 30,612 25,010 25,010


TY 2024 OtherDecreasesSchedule
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
24019898
Software Version:
24.0.1.0
Description Amount
UNREALIZED LOSS ON PARTNERSHIPS 886,331


TY 2024 OtherExpensesSchedule
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
24019898
Software Version:
24.0.1.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 3,442 2,168   1,274
TELEPHONE 1,815 1,144   671
OFFICE ADMIN SERVICES 319 201   118
COMPUTER OPERATIONS 1,796 1,131   665
GARAGE RENT 2,226 1,402   824
COMMUNICATIONS 5,000 3,150   1,850


TY 2024 OtherIncomeSchedule2
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
24019898
Software Version:
24.0.1.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 1,343,170 1,343,170  
OIL GAS ROYALTIES 89 89  


TY 2024 OtherIncreasesSchedule
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
24019898
Software Version:
24.0.1.0
Description Amount
NON TAXABLE GAIN ON STOCK TRANSFER 919,501
EXCISE TAX BENEFIT 139,980


TY 2024 OtherLiabilitiesSchedule
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
24019898
Software Version:
24.0.1.0
Description Beginning of Year - Book Value End of Year - Book Value
Federal taxes payable   23,258


TY 2024 OtherProfessionalFeesSchedule
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 162,832 162,832    


TY 2024 TaxesSchedule
Name:
STRAKE FOUNDATION
EIN:
76-0041524
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROPERTY TAXES 58 58    
FOREIGN TAXES 4,718 4,718    
PRODUCTION TAXES 11 11