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
THE WT & LOUISE J MORAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3843 N BRAESWOOD 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOUSTON, TX77025
A Employer identification number

76-0513027
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$83,151,201J 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 18,380 18,380  
4 Dividends and interest from securities... 1,920,051 1,914,689  
5a Gross rents............ 358,061 3,591  
b Net rental income or (loss) 358,061
6a Net gain or (loss) from sale of assets not on line 10 2,702,064
b Gross sales price for all assets on line 6a 2,716,562
7 Capital gain net income (from Part IV, line 2)... 2,702,064
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
681,085 568,491  
12 Total. Add lines 1 through 11........ 5,679,641 5,207,215  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 295,000 147,500   147,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
29,680 14,840   14,840
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
57,211 51,490   5,721
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
260,403 260,403   0
17 Interest............... 11,991 11,991   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
170,983 48,983   0
19 Depreciation (attach schedule) and depletion...   2,930  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
505,069 492,421   2,342
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,330,337 1,030,558   170,403
25 Contributions, gifts, grants paid....... 3,320,000 3,320,000
26 Total expenses and disbursements. Add lines 24 and 25 4,650,337 1,030,558   3,490,403
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,029,304
b Net investment income (if negative, enter -0-) 4,176,657
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............. 153,324 652,348 652,349
2 Savings and temporary cash investments......... 574,693 781,286 781,286
3 Accounts receivable right arrow25,310
Less: allowance for doubtful accounts right arrow   15,417 25,310 25,310
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)....... 34,334,651 Click to see attachment
List of Attached Documents:
// Content
33,372,170 		63,770,420
c Investments—corporate bonds (attach schedule)....... 5,745,058 Click to see attachment
List of Attached Documents:
// Content
6,322,293 		6,288,065
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).......... 7,845,163 Click to see attachment
List of Attached Documents:
// Content
8,544,162 		10,457,843
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,175,928 		Click to see attachment
List of Attached Documents:
// Content
1,175,928 		Click to see attachment
List of Attached Documents:
// Content
1,175,928
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 49,844,234 50,873,497 83,151,201
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
657 		Click to see attachment
List of Attached Documents:
// Content
616
23 Total liabilities (add lines 17 through 22)......... 657 616
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 49,843,577 50,872,881
29 Total net assets or fund balances (see instructions)..... 49,843,577 50,872,881
30 Total liabilities and net assets/fund balances (see instructions). 49,844,234 50,873,497
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
49,843,577
2
Enter amount from Part I, line 27a .....................
2
1,029,304
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
50,872,881
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
50,872,881
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 PUBLICLY TRADED SECURITIES CULLEN P    
b PUBLICLY TRADED SECURITIES JPMORGAN FUND A P    
c PUBLICLY TRADED SECURITIES JPMORGAN OAP IHD P    
d PUBLICLY TRADED SECURITIES JPMORGAN Q P    
e HX VENTURE FUND II LP P    
HX VENTURE FUND II LP P    
MRM LAND - 1231 GAIN P    
ATLAS POINT GLOBAL LONG/SHORT FUND LLC P    
ATLAS POINT GLOBAL LONG/SHORT FUND LLC P    
ATLAS POINT GLOBAL LONG/SHORT FUND LLC P    
AP ENERGY INFRASTRUCTURE FUND LLC P    
AP ENERGY INFRASTRUCTURE FUND LLC P    
AP ENERGY INFRASTRUCTURE FUND LLC - 1231 GAIN P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 884,519     884,519
b 423,021     423,021
c 44,858     44,858
d 297,821     297,821
e 91     91
    2,693 -2,693
43,806     43,806
    5,428 -5,428
    135 -135
    5,921 -5,921
    321 -321
199,662     199,662
17     17
822,767     822,767
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       884,519
b       423,021
c       44,858
d       297,821
e       91
      -2,693
      43,806
      -5,428
      -135
      -5,921
      -321
      199,662
      17
      822,767
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 2,702,064
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 58,056
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 58,056
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 58,056
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 28,482
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 78,482
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 20,426
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow20,426 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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
Yes
 
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowR ROBERT MULLINS Telephone no.right arrow (713) 526-4171

Located atright arrow3843 N BRAESWOOD SUITE 200HOUSTONTX ZIP+4right arrow770253001
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
RANDALL E EVANS CHAIRMAN/TRUSTEE/EXECUTIVE COMMITTEE
12.00 		100,000 0 0
3322 ALBANS
HOUSTON,TX77005
R ROBERT MULLINS PRESIDENT/TRUSTEE/EXECUTIVE COMMITTEE
12.00 		100,000 0 0
18194 COPPER RIVER DRIVE
COLLEGE STATION,TX77845
LINDA B MULLINS TREASURER/TRUSTEE
3.00 		30,000 0 0
18194 COPPER RIVER DRIVE
COLLEGE STATION,TX77845
SUSANNE WALKER EVANS SECRETARY/TRUSTEE
3.00 		30,000 0 0
3322 ALBANS
HOUSTON,TX77005
CAROLINE SABIN TRUSTEE
3.00 		35,000 0 0
1531 NEVADA ST
HOUSTON,TX77006
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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
JP MORGAN CHASE BANK INVESTMENT MANAGEMENT 117,862
707 TRAVIS STREET FLOOR 11
HOUSTON,TX77002
CULLEN INVESTMENT GROUP LTD INVESTMENT MANAGEMENT 78,926
PO BOX 53669
LAFAYETTE,LA705053669
FRIERSON SOLA SIMONTON & KUTAC PLLC ACCOUNTING & ADVISORY 57,211
801 TRAVIS ST STE 1900
HOUSTON,TX77002
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
73,854,661
b
Average of monthly cash balances.......................
1b
961,833
c
Fair market value of all other assets (see instructions)................
1c
4,684,030
d
Total (add lines 1a, b, and c).........................
1d
79,500,524
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
79,500,524
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,192,508
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
78,308,016
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,915,401
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
3,915,401
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
58,056
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
94,038
c
Add lines 2a and 2b............................
2c
152,094
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,763,307
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,763,307
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,763,307
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
3,490,403
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,490,403
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 3,763,307
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 3,052,265
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,490,403
a Applied to 2023, but not more than line 2a 3,052,265
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 438,138
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		3,325,169
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow 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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

ALLEY THEATRE

615 TEXAS STREET
HOUSTON,TX77002 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 125,000

AMAZING PLACE

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

BIG BROTHERS BIG SISTERS

1003 WASHINGTON AVE
HOUSTON,TX77002 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 35,000

BO'S PLACE

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

BOOKS BETWEEN KIDS

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

CAMP ALLEN CONFERENCE & RETREAT CENTER

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

CAMP FOR ALL FOUNDATION

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

CASA DE ESPERANZA

PO BOX 301209
HOUSTON,TX77230 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 50,000

CHILD ADVOCATES INC

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

CHILDREN'S MUSEUM OF HOUSTON

1500 BINZ ST
HOUSTON,TX77004 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 60,000

CHRISTIAN COMMUNITY SERVICE CENTER

PO BOX 27924
HOUSTON,TX77227 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 297,500

CHRISTUS FOUNDATION FOR HEALTHCARE

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

DEPLECHIN CHILDREN'S CENTER

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

EPISCOPAL HIGH SCHOOL

4650 BISSONNET ST
BELLAIRE,TX77401 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 200,000

HOSPITALITY APARTMENTS

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

HOUSTON ARBORETUM & NATURE CENTER

4501 WOODWAY DRIVE
HOUSTON,TX77024 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 25,000

HOUSTON AREA WOMEN'S CENTER

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

HOUSTON BOTANIC GARDEN

8205 N BAYOU DRIVE
HOUSTON,TX77017 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 25,000

HOUSTON EYE ASSOCIATES FOUNDATION

2855 GRAMERCY ST
HOUSTON,TX77025 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 25,000

HOUSTON HUMANE SOCIETY

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

HOUSTON METHODIST HOSPITAL FOUNDATION

1707 SUNSET BLVD
HOUSTON,TX77005 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 200,000

HOUSTON MUSEUM OF FINE ARTS

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

HOUSTON MUSEUM OF NATURAL SCIENCE

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

HOUSTON PBS

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

HOUSTON ZOO

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

INCARNATE WORD ACADEMY

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

INTERFAITH MINISTRIES

3303 MAIN STREET
HOUSTON,TX77002 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 60,000

KIDS' MEALS

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

LAITY LODGE

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

MENNINGER CLINIC

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

NORTHWEST ASSISTANCE MINISTRIES

15555 KUYKENDAHL ROAD
HOUSTON,TX77090 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 60,000

RIVER OAKS CHAMBER ORCHESTRA

1934 W GRAY ST UNIT 311
HOUSTON,TX77019 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 75,000

SAM HOUSTON AREA COUNCIL OF BOY SCOUTS

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

STRAKE JESUIT COLLEGE

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

TARGET HUNGER

1260 SHOTWELL ST
HOUSTON,TX77020 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 80,000

TEXAS HEARING INSTITUTE

3100 SHENANDOAH ST
HOUSTON,TX77021 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 15,000

THE JUNIOR LEAGUE OF HOUSTON

1811 BRIAR OAKS LANE
HOUSTON,TX77027 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000

THE ROSE

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

TIRR FOUNDATION

4605 POST OAK PLACE DR STE 222
HOUSTON,TX77027 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 100,000

TREES FOR HOUSTON

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

YELLOWSTONE ACADEMY

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

YMCA OF THE GREATER HOUSTON AREA

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

YOUNG AUDIENCES OF HOUSTON

675 BERING DR SUITE 300
HOUSTON,TX77057 		NONE PUBLIC CHARITY TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION. 10,000
Total .................................right arrow 3a 3,320,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 18,380  
4 Dividends and interest from securities ....     14 1,920,051  
5 Net rental income or (loss) from real estate:
aDebt-financed property...... 531110 358,061      
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income ..... 523000 112,594 01 568,491  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,702,064  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 470,655 5,208,986 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,679,641
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (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:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 57,211 51,490   5,721

TY 2024 GeneralExplanationAttachment
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Identifier Return Reference Explanation
0SCHEDULE OF CONTROLLED ENTITIES FORM 990-PF, PART VII-A, LINE 11 NAME OF CONTROLLED ENTITY: MRM LAND, LTD.EMPLOYER ID NO: 76-0630483ADDRESS: 3843 NORTH BRAESWOOD, STE 200, HOUSTON, TX 77025EXCESS BUSINESS HOLDING [ ] YES [X ] NONAME OF CONTROLLED ENTITY: MORAN LOUISIANA LIMITED PARTNERSHIPEMPLOYER ID NO: 76-0372673ADDRESS: 3843 NORTH BRAESWOOD, STE 200, HOUSTON, TX 77025EXCESS BUSINESS HOLDING [ ] YES [X ] NO

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Name of Bond End of Year Book Value End of Year Fair Market Value
SIX CIRCLES GLOBAL BOND 2,246,312 2,191,063
VANGUARD INTM TRM INV 537,555 547,281
VANGUARD MORTGAGE-BACKED SEC 835,367 820,790
VANGUARD TOTAL INTL BND 1,631,253 1,638,417
SIX CIRCLES CREDIT OPPORT 1,071,806 1,090,514

TY 2024 InvestmentsCorpStockSchedule
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Name of Stock End of Year Book Value End of Year Fair Market Value
7J STOCK FARM 38,900 38,900
TRAVIS PEAK 16,773 16,773
ABBVIE INCORPORATED 115,484 241,536
ALPHABET INCORPORATED CAP STK 47,824 191,093
APPLE INCORPORATED 57,916 1,053,123
AT&T INC. 201,505 184,703
BANK OF AMERICA CORPORATION 71,989 211,928
BERKSHIRE HATHAWAY 146,696 951,888
CALLAWAY GOLF COMPANY 19,874 20,170
CANADIAN NATL RY COMPANY 69,174 375,775
CANADIAN PAC RY LIMITED 100,643 244,688
COCA COLA COMPANY 125,290 209,011
COMCAST CORP. 121,162 268,350
CORNING INCORPORATED 148,212 453,353
DEERE & COMPANY 66,311 479,936
DISNEY WALT COMPANY COM 191,901 224,593
KEURIG DR PEPPER INCORPORATED 4,596 102,015
EATON CORPORATION 71,523 598,948
ENTERPRISE PRODUCTS 18,740 245,642
GARMIN LIMITED SHS-SWITZERLAND 115,589 581,581
GENERAL ELECTRIC COMPANY 48,930 167,782
GE VERNOVA INC 12,218 82,307
GILEAD SCIENCES INC 110,325 129,371
HOWMET AEROSPACE INC 48,732 332,417
INTEL CORP 39,873 40,628
IRIDIUM COMMUNICATIONS INC. 28,356 119,588
JOHNSON & JOHNSON 186,539 426,210
JPMORGAN CHASE & COMPANY 112,738 564,091
MCCORMICK & COMPANY 267,374 390,052
MERCK & COMPANY 85,124 109,992
MICROSOFT CORP. 67,288 931,487
MONDELEZ INTERNATIONAL INC 63,324 153,746
NATIONAL FUEL GAS CO N J 99,049 125,949
PARAMOUNT GLOBAL 274,483 79,119
PEPSICO INCORPORATED 144,080 182,255
PFIZER INC. 100,856 118,071
PROCTER & GAMBLE COMPANY 207,601 523,927
PROGRESSIVE CORPORATION OHIO 40,174 506,647
RAYMOND JAMES FINANCIAL INC 72,334 528,240
RAYTHEON TECHNOLOGIES CORP 38,204 68,772
REPUBLIC SVCS INCORPORATED 60,974 390,817
SHELL PLC 138,263 139,492
SMUCKER J M CO 136,388 138,105
STARBUCKS CORPORATION 136,411 469,052
STRYKER CORP 56,551 370,101
SUNCOR ENERGY INC 84,804 93,176
UNION PACIFIC CORP 208,967 471,829
UNITED PARCEL SERVICE 79,386 80,658
WAL-MART STORES INC 189,537 910,173
WARNER BROS DISCOVERY INC 118,741 49,234
WELLS FARGO & COMPANY 149,987 296,781
WENDYS COMPANY 95,241 203,970
WEYERHAEUSER COMPANY MTN 72,003 108,065
WOODWARD INCORPORATED 30,621 181,178
3I GROUP PLC 11,318 32,499
AIB GROUP PLC 22,629 21,601
ASE TECHNOLOGY 24,105 36,554
BAE SYSTEMS PLC 15,919 38,869
BCE INC. 6,438 3,709
BHP LTD 12,539 10,645
BNP PARIBAS ADR 19,411 25,235
BRITISH AMERICAN TOBACCO PLC 38,479 35,630
COCA COLA EUROPACIFIC 30,468 36,638
COCA-COLA 26,197 34,895
COMPANHIA ENERGETICA DE MINAS G 12,619 23,636
DEUTSCHE POST AG 14,806 14,100
DEUTSCHE TELEKOM AG 20,640 39,044
DIAGEO PLC 18,298 18,307
DNB BANK ASA SPN ADR 27,569 25,631
ENEL SPA UNSPON ADR 40,962 43,882
GLENCORE PLC 881 681
HAIER SMART HOME CO 22,942 20,118
IBERDROLA 33,715 41,576
JULIUS BAER GROUP 21,812 24,389
KOMATSU LTD 35,459 35,980
MERCEDES-BENZ GROUP 25,912 18,671
MICHELIN ADR 16,411 20,651
MS&AD INSURANCE 28,986 46,087
MUENCHENER RUECKVERSICHERUNGS 16,291 36,874
NESTLE SA 26,898 27,206
NIPPON TEL & TEL CORP 20,857 30,061
NN GROUP NV UNSPOND ADR 20,609 22,320
NOVARTIS AG 31,123 45,541
PERNOD RICARD SA 7,327 7,216
PETROLEO BRASILEIRI-SPON 31,393 27,083
POWER CORP OF CANADA 30,530 28,860
RIO TINTO PLC 25,527 19,819
ROCHE HOLDINGS LTD 18,363 21,312
SANOFI 13,496 14,662
SHELL PLC 23,778 28,067
SIEMENS A G 24,492 46,310
SMURKIT KAPPA GROUP PLC 46,523 57,415
SOFTBANK CORP UNSPONSRED ADS 45,297 47,552
SONIC HEALTHCARE 5,303 7,323
SVENSKE HANDELSB 17,156 16,638
TAYLOR WIMPEY PLC 31,209 21,029
TESCO PLC 32,978 37,195
TOKIO MARINE HOLDINGS ADR 21,667 44,269
TOTAL SA 12,648 17,603
TOYOTA MOTOR CORP-SPON ADR 17,669 25,494
UNITED OVERSEAS BANK LTD 32,436 53,233
UPM-KYMMENE OYJ 17,316 17,932
VEOLIA ENVIRONMENT 11,188 13,769
VOLVO AB-B 18,877 19,682
ZURICH INSURANCE GROUP-ADR 22,506 47,801
FIDELITY 500 INDEX FUND 7,224,277 11,808,818
FIDELITY INTL INDEX 770,623 796,584
JPM BETABUILDERS CANADA ET 383,389 550,884
SIX CIRCLES INTL UNCON EQ FND 2,307,319 2,444,308
SIX CIRCLES US UNCON EQ FND 2,555,456 3,783,851
ALPHABET INC CLASS A 24,641 212,016
ALPHABET INC CLASS C 24,562 213,293
AMERICAN TOWER CORPORATION 50,138 123,802
APPLE INC. 192,779 3,304,041
BERKSHIRE HATHAWAY INC. 203,586 1,361,840
CHEVRON CORP 80,424 258,974
EXXON MOBIL CORP 310,911 534,408
MICROSOFT 336,912 476,717
PHILLIPS 66 10,548 108,233
SEVEN J STOCK FARM INC 80,000 40,000
SPDR DOW JONES INDUST AVG ETF 199,488 774,410
SPDR S&P 500 ETF TRUST 199,053 1,016,849
VANGUARD FTSE EMERGING MKTS ETF 84,660 88,080
VANGUARD FTSE EUROPE ETF 110,501 117,419
V 500 INDEX FUND 1,747,200 5,772,148
V EMERGING MKT SEL FD 67,866 69,948
V EMERGING MKTS STK 68,675 71,846
V GROWTH & INCOME FUND 2,590,560 3,742,335
V INTL EXPLORER FD 81,411 74,228
V TOT INTL STOCK LX 70,773 79,744
V WELLINGTON FUND ADM 5,904,259 7,140,484
JPM BETABUILDERS JAPAN 750,181 807,651
JPM BREN ASIA BACKET 12/29/11 434,428 388,927

TY 2024 InvestmentsOtherSchedule2
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CANADIAN MORAN OVERRIDING RI AT COST 40,000 40,000
LA BORDE SASKATCHEWAN RI AT COST 2,829 2,829
MINERAL & ROYALTY INTERESTS (LJM ESTATE) AT COST 280,000 280,000
MINERALS FROM GARFLO AT COST 191,500 191,500
ROYALTY INTERESTS - H KING AT COST 134,000 134,000
ROYALTY INTERESTS - LJMT CORP AT COST 450,000 450,000
THE PLAZAS AT ALDEN BRIDGE, LTD. AT COST 22,586 22,586
3843 N BRAESWOOD LLC AT COST 818,464 818,464
MLLP AT COST 765,352 765,352
MRM LAND LTD. AT COST 1,417,710 1,417,710
FULTON UNIT ROYALTY - LJM CORP AT COST 9,000 9,000
AT MLP FUND LLC FMV 3,041,741 4,744,672
PLAZAS AT SPRING GREEN LTD AT COST 71,018 71,018
AT GLOBAL L/S LLC FMV 449,375 442,182
PINEHURST INSTITUTIONAL LTD FMV 450,000 667,943
PLAZAS HOUSTON PROPERTIES II, LTD. AT COST 13,911 13,911
CHANDELEUR MINERALS INTEREST AT COST 4,677 4,677
MORAN LAND LC AT COST 140,516 140,516
HX VENTURE FUND II LP AT COST 236,213 236,213
TRICOASTAL CAPITAL FUND II LP AT COST 5,270 5,270

TY 2024 LegalFeesSchedule
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 29,680 14,840   14,840


TY 2024 OtherAssetsSchedule
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
MINERAL COLLECTION 1,175,928 1,175,928 1,175,928


TY 2024 OtherExpensesSchedule
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 1,625 1,625   0
OFFICE SUPPLIES/EXPENSE 4,685 2,343   2,342
OIL & GAS ROYALTY MARKETING EXPENSE 5,445 5,445   0
OIL & GAS OTHER EXPENSE 2,130 2,126   0
3843 N BRAESWOOD, LLC 145,867 145,867   0
MORAN LAND, LC - MLLP ROYALTY EXP. 941 941   0
MORAN LOUISIANA LIMITED ROYALTY EXP. 64,796 64,796   0
LJWTMI REALTY LLC 1,140 1,140   0
MRM LAND, LTD. (NDE) 9,745 0   0
MRM LAND, LTD. 47,830 47,830   0
AP ENERGY INFRASTRUCTURE FUND LLC 127,476 127,476   0
AP ENERGY INFRASTRUCTURE FUND LLC (NDE) 294 0   0
ATLAS POINT GLOBAL LONG/SHORT FUND, LLC 44,003 44,003   0
ENTERPRISE PRODUCTS (SECTION 1231 LOSS) 72 72   0
ENTERPRISE PRODUCTS (CHARITABLE CONT) 2 2   0
ENTERPRISE PRODUCTS (NDE) 35 0   0
ENTERPRISE PRODUCTS 14 14   0
THE PLAZAS AT ALDEN BRIDGE LTD (RRE) 2,887 2,887   0
PLAZAS HOUSTON PROPERTIES II LTD (NDE) 218 0   0
PLAZAS AT SPRING GREEN LTD (RRE) 2,999 2,999   0
HX VENTURE FUND II LP 42,863 42,855   0
HX VENTURE FUND II LP (NDE) 2 0   0


TY 2024 OtherIncomeSchedule2
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OIL & GAS ROYALTIES 214,144 214,144 214,144
MORAN LOUISIANA LIMITED ROYALTIES 290,964 290,964 290,964
MORAN LAND (MLLP) ROYALTIES 4,225 4,225 4,225
ENTERPRISE PRODUCTS PARTNERS LP (UBTI) 3,411 0 3,411
SEVEN J CONSERVATION LLC ORDINARY BUSINESS LOSS 40 40 40
AP ENERGY INFRASTRUCTURE FUND LLC (OTHER INCOME) 14,400 14,400 14,400
AP ENERGY INFRASTRUCTURE FUND LLC (ROYALTIES) 1,198 1,198 1,198
AP ENERGY INFRASTRUCTURE FUND LLC (UBTI DFI) 99,586 0 99,586
AP ENERGY INFRASTRUCTURE FUND LLC (UBTI DFI) 431 0 431
ATLAS POINT GLOBAL LONG/SHORT FUND LLC (OTHER INCOME) 43,520 43,520 43,520
ATLAS POINT GLOBAL LONG/SHORT FUND LLC (UBTI) 9,166 0 9,166


TY 2024 OtherLiabilitiesSchedule
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Description Beginning of Year - Book Value End of Year - Book Value
SEVEN J CONSERVATION LLC (DEFICIT CAPITAL ACCOUNT) 657 616


TY 2024 OtherProfessionalFeesSchedule
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 196,788 196,788   0
MANAGEMENT FEE - O&G ROYALTY 16,534 16,534   0
LJWTMI REALTY LLC 165 165   0
ATLAS POINT GLOBAL K-1 7,436 7,436   0
MRM LAND 39,480 39,480   0


TY 2024 TaxesSchedule
Name:
THE WT & LOUISE J MORAN FOUNDATION
EIN:
76-0513027
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES - O&G ROYALTY 845 845   0
AD VALOREM TAXES - O&G 7,264 7,264   0
FOREIGN TAXES - DIVIDENDS 26,448 26,448   0
PRODUCTION TAX - O&G 10,562 10,562   0
FEDERAL EXCISE TAX 122,000 0   0
AP ENERGY INF K-1 1,276 1,276   0
ATLAS POINT GLOBAL LONG/SHORT FUND LLC 352 352   0
MRM LAND,LTD. 2,236 2,236   0