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
A R TONY AND MARIA J SANCHEZ
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)1360 POST OAK SUITE 2400
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOUSTON, TX77056
A Employer identification number

74-2835977
B Telephone number (see instructions)

(956) 722-8092
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$159,211,465J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 34,546 34,546  
4 Dividends and interest from securities... 3,533,186 3,533,186  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,147,792
b Gross sales price for all assets on line 6a 13,056,241
7 Capital gain net income (from Part IV, line 2)... 1,147,792
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,875 1,875  
12 Total. Add lines 1 through 11........ 4,717,399 4,717,399  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,847 6,424   6,423
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,106,336 1,601,458   1,504,878
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,475 1,975   0
19 Depreciation (attach schedule) and depletion...      
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
15,630 9,580   6,050
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,150,288 1,619,437   1,517,351
25 Contributions, gifts, grants paid....... 4,686,485 4,686,485
26 Total expenses and disbursements. Add lines 24 and 25 7,836,773 1,619,437   6,203,836
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,119,374
b Net investment income (if negative, enter -0-) 3,097,962
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.............      
2 Savings and temporary cash investments......... 1,954,123 7,308,752 7,308,752
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) 3,921,469 0 0
b Investments—corporate stock (attach schedule)....... 68,405,217 Click to see attachment
List of Attached Documents:
// Content
64,452,770 		150,613,863
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).......... 1,910,465 Click to see attachment
List of Attached Documents:
// Content
1,288,850 		1,288,850
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 76,191,274 73,050,372 159,211,465
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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 76,191,274 73,050,372
29 Total net assets or fund balances (see instructions)..... 76,191,274 73,050,372
30 Total liabilities and net assets/fund balances (see instructions). 76,191,274 73,050,372
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
76,191,274
2
Enter amount from Part I, line 27a .....................
2
-3,119,374
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
73,071,900
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
21,528
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
73,050,372
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      
b HEALTHPOINT CAPITAL PARTNERS II, LP SCHEDULE K-1 P 2023-01-01 2024-05-08
c LOSS ON DISPOSITION OF HEALTHPOINT CAPITAL PARTNERS II, LP P 2023-01-01 2024-05-08
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 13,056,241   11,388,261 1,667,980
b     520,161 -520,161
c     27 -27
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,667,980
b       -520,161
c       -27
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 1,147,792
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 43,062
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 43,062
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 43,062
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 59,378
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 59,378
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 16,316
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow16,316 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowAR SANCHEZ JR Telephone no.right arrow (713) 783-8000

Located atright arrow1360 POST OAK SUITE 2400HOUSTONTX ZIP+4right arrow77056
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
MARIA J SANCHEZ SNR VICE PRESIDENT
2.00 		0 0 0
1360 POST OAK SUITE 2400
HOUSTON,TX77056
FRANK A GUERRA TREASURER
6.00 		0 0 0
1360 POST OAK SUITE 2400
HOUSTON,TX77056
ANA LEE SANCHEZ JACOBS PRESIDENT
16.00 		0 0 0
1360 POST OAK SUITE 2400
HOUSTON,TX77056
ANTONIO R SANCHEZ III VICE PRESIDENT
2.00 		0 0 0
1360 POST OAK SUITE 2400
HOUSTON,TX77056
EDUARDO SANCHEZ VICE PRESIDENT
2.00 		0 0 0
1360 POST OAK SUITE 2400
HOUSTON,TX77056
PATRICIO SANCHEZ VICE PRESIDENT
2.00 		0 0 0
1360 POST OAK SUITE 2400
HOUSTON,TX77056
ANTONIO R SANCHEZ JR SNR VICE PRESIDENT
6.00 		0 0 0
1360 POST OAK SUITE 2400
HOUSTON,TX77056
LICIA COSGROVE SECRETARY
6.00 		0 0 0
1360 POST OAK SUITE 2400
HOUSTON,TX77056
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
SANCHEZ MANAGEMENT CORPORATION INVESTMENT MANAGEMENT/ACCOUNTING 3,009,757
1360 POST OAK SUITE 2400
HOUSTON,TX77056
AMERICANA PARTNERS LLC INVESTMENT MANAGEMENT 81,233
811 LOUISIANA ST SUITE 2420
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
145,399,842
b
Average of monthly cash balances.......................
1b
7,045,788
c
Fair market value of all other assets (see instructions)................
1c
1,288,850
d
Total (add lines 1a, b, and c).........................
1d
153,734,480
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
153,734,480
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,306,017
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
151,428,463
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,571,423
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
7,571,423
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
43,062
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
43,062
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,528,361
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
7,528,361
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
7,528,361
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
6,203,836
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
6,203,836
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 7,528,361
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 5,903,542
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$ 6,203,836
a Applied to 2023, but not more than line 2a 5,903,542
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..... 300,294
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 .......... 		7,228,067
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).)
ANTONIO R SANCHEZ JR
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

ANGELA HOUSE

6725 REED ROAD
HOUSTON,TX77087 		N/A PC 2024-2025 ANGELA HOUSE GENERAL OPERATING EXPENSES AND SPECIAL SERVICES SUPPORT 300,000

ARCHDIOCESE OF GALVESTON-HOUSTON

1700 SAN JACINTO ST
HOUSTON,TX77002 		N/A PC CROSS ACADEMY FUNDING INITIATIVE & IGNITE CAMPAIGN 302,000

AVDA

1001 TEXAS AVENUE SUITE 600
HOUSTON,TX77002 		N/A PC LEGAL ADVOCACY PROGRAM FOR LOW TO MODERATE-INCOME SURVIVORS OF DOMESTIC VIOLENCE 100,000

AWTY INTERNATIONAL SCHOOL

7455 AWTY SCHOOL LANE
HOUSTON,TX77055 		N/A PC CAMPUS CENTER CAPITAL PROJECT 125,000

BABSON COLLEGE

231 FOREST STREET
BABSON PARK,MA02457 		N/A PC THE SANCHEZ FAMILY FOUNDATION SCHOLARSHIP 100,000

BAYLOR COLLEGE OF MEDICINE

3200 SOUTHWEST FREEWAY STE 1180
HOUSTON,TX77027 		N/A PC CARDIOMETABOLIC PROJECT - SOUTH TX, TELEHEALTH PROJECT - RIO GRANDE 200,000

BETHANY HOUSE OF LAREDO INC

817 HIDALGO ST
LAREDO,TX78040 		N/A PC RESOURCE CENTER NEW STAFF & SALARY INCREASES FOR EXISTING STAFF 14,415

BRIGHTER BITES

PO BOX 25456
HOUSTON,TX77265 		N/A PC CREATING HEALTHY COMMUNITIES ONE BRIGHTER BITE AT A TIME 150,000

CASA JUAN DIEGO

4818 ROSE ST
HOUSTON,TX77007 		N/A PC FEED THE HUNGRY - LOCAL CHARITY 30,070

CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON-HOUSTON

2900 LOUISIANA ST
HOUSTON,TX77006 		N/A PC SCHOOL-BASED MENTAL AND BEHAVIORAL HEALTH PROGRAM 100,000

CHRISTUS CHILDREN'S HOSPITAL

PO BOX 1661
SAN ANTONIO,TX782961661 		N/A PC CENTER FOR MIRACLES FOR ABUSED AND NEGLECTED CHILDREN 25,000

CRISTO REY JESUIT COLLEGE PREPARATORY SCHOOL OF HOUSTON

6700 MOUNT CARMEL STREET
HOUSTON,TX77087 		N/A PC CORPORATE WORK-STUDY PROGRAM 145,000

CYPRESS ASSISTANCE MINISTRIES

12930 CYPRESS NORTH HOUSTON ROAD
CYPRESS,TX77429 		N/A PC GENERAL OPERATING SUPPORT 75,000

EPISCOPAL HIGH SCHOOL

4650 BISSONNET ST
BELLAIRE,TX77401 		N/A PC GENERAL OPERATING FUNDS 25,000

GALVESTON-HOUSTON IMMIGRANT REPRESENTATION PROJECT (GHIRP)

6001 SAVOY DRIVE SUITE 400
HOUSTON,TX77036 		N/A PC COMPREHENSIVE AND HOLISTIC LEGAL SERVICES FOR IMMIGRANTS IN NEED 50,000

GOOD SAMARITAN FOUNDATION OF TEXAS INC

3262 WESTHEIMER RD
HOUSTON,TX77098 		N/A PC GOOD SAMARITAN FOUNDATION'S NURSING SCHOLARSHIP PROGRAM 25,000

GREATER HOUSTON COMMUNITY FOUNDATION

515 POST OAK BLVD SUITE 1000
HOUSTON,TX77027 		N/A PC SCHOLARSHIPS 5,000

HOUSTON FOOD BANK

535 PORTWALL STREET
HOUSTON,TX77029 		N/A PC FOOD SECURITY FOR DISADVANTAGED POPULATIONS 130,000

INTERFAITH MINISTRIES FOR GREATER HOUSTON

3303 MAIN STREET
HOUSTON,TX77002 		N/A PC MEALS ON WHEELS FOR GREATER HOUSTON AND GALVESTON COUNTY 80,000

JUNIOR ACHIEVEMENT OF LAREDO

313 WEST VILLAGE BLVD STE 111
LAREDO,TX78041 		N/A PC INSPIRING YOUNG LIVES 75,000

JUNIOR ACHIEVEMENT OF SOUTHEAST TEXAS

2925 BRIARPARK DRIVE SUITE 575
HOUSTON,TX77042 		N/A PC JA BIZTOWN/JA FINANCE PARK 100,000

MAGNIFICAT HOUSES INC

PO BOX 8486
HOUSTON,TX77288 		N/A PC MAGNIFICAT HOUSES, INC. DISASTER PREPAREDNESS 50,000

MERCY MINISTRIES OF LAREDO

2500 ZACATECAS ST
LAREDO,TX78046 		N/A PC SPECIALTY AND SURGICAL 50,000

MY CONNECT COMMUNITY

6700 BELLAIRE BLVD
HOUSTON,TX77074 		N/A PC GENERAL OPERATING FUNDS FOR PROGRAM SUPPORT 65,000

NORTHWEST ASSISTANCE MINISTRIES

15555 KUYKENDAHL ROAD
HOUSTON,TX77090 		N/A PC GENERAL OPERATING SUPPORT 100,000

SAN JOS CLINIC

2615 FANNIN ST
HOUSTON,TX77002 		N/A PC INCREASING ACCESS TO HIGH-QUALITY HEALTHCARE FOR THE UNINSURED AND MEDICALLY UNDERSERVED 125,000

SANTA MARIA HOSTEL

2605 PARKER RD
HOUSTON,TX77093 		N/A PC I-CARE CLINIC 100,000

SMALL STEPS NURTURING CENTER

2902 JENSEN DRIVE
HOUSTON,TX77026 		N/A PC 2024-2025 GENERAL OPERATING FOR GROWING PROGRAM 100,000

SOCIETY OF ST VINCENT DE PAUL ARCHDIOCESE OF GALVESTON-HOUSTON

2403 HOLCOMBE BLVD
HOUSTON,TX77021 		N/A PC GENERAL OPERATING SUPPORT 75,000

SOUTH TEXAS FOOD BANK

2121 JEFFERSON ST
LAREDO,TX78040 		N/A PC HEALTHY COMMUNITIES OF SOUTH TEXAS 130,000

ST JOHN'S SCHOOL

2401 CLAREMONT LN
HOUSTON,TX77019 		N/A PC GENERAL FUND 100,000

ST MICHAEL CHURCH

1833 SAGE RD
HOUSTON,TX77056 		N/A PC GENERAL OPERATING SUPPORT 10,000

TEXAS A&M INTERNATIONAL UNIVERSITY

5201 UNIVERSITY BLVD KL260
LAREDO,TX78041 		N/A PC SANCHEZ SCHOLARS (ONGOING SINCE 2005) 800,000

THE ARK ASSESSMENT CENTER AND EMERGENCY SHELTER FOR YOUTH

12960 LEOPARD STREET
CORPUS CHRISTI,TX784104510 		N/A PC FUNDING THE VENUE RENTAL FOR THE ARK GALA, AC UNITS 50,000

THE WOMENS FUND FOR HEALTH EDUCATION AND WELFARE

5433 WESTHEIMER
HOUSTON,TX77056 		N/A PC GENERAL OPERATING SUPPORT FOR THE WOMEN'S FUND PROGRAMMING TO THE COMMUNITY 75,000

THE WOMEN'S HOME

607 WESTHEIMER ROAD
HOUSTON,TX77006 		N/A PC PASSAGES INTENSIVE OUTPATIENT TREATMENT PROGRAM 100,000

UNIVERSITY OF HOUSTON

4302 UNIVERSITY DRIVE EZEKIEL
CULLEN BUILDING SUITE 212
HOUSTON,TX77204 		N/A PC BAUER SCHOOL OF BUSINESS 600,000
Total .................................right arrow 3a 4,686,485
bApproved for future payment

ARCHDIOCESE OF GALVESTON-HOUSTON
1700 SAN JACINTO ST
HOUSTON,TX77002 		N/A PC CROSS ACADEMY FUNDING INITIATIVE 252,000
Total ................................. right arrow 3b 252,000
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 34,546  
4 Dividends and interest from securities ....     14 3,533,186  
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 ............ 		    18 1,147,792  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRENTAL REAL ESTATE INCOME - GELEM EQUITY HOLDINGS SCHEDULE K-1 		    01 1,721  
bMORGAN STANLEY 1998 - OTHER INCOME     14 154  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 4,717,399 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,717,399
(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:
A R TONY AND MARIA J SANCHEZ
 
FAMILY FOUNDATION
EIN:
74-2835977
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RSM 12,847 6,424   6,423

TY 2024 InvestmentsCorpStockSchedule
Name:
A R TONY AND MARIA J SANCHEZ
 
FAMILY FOUNDATION
EIN:
74-2835977
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 193,654 250,086
ACCENTURE PLC 104,809 231,478
ACCENTURE PLC 45,709 44,325
ADIDAS 45,649 35,192
ADOBE, INC 192,525 249,021
AIRBNB INC 228,030 193,567
ALPHABET INC 122,449 430,585
AMADEUS IT GROUP 24,121 23,701
AMAZON INC 417,250 811,524
AON PLC 52,000 64,649
APPLE INC 290,380 322,291
ASML HLDGS NV 41,130 33,268
BANK AMERICA CORP 21,759 23,689
BERKSHIRE HATHAWAY INC 21,013 31,276
BUNZL PUB LTD 16,556 18,684
CAPITAL ONE FINANCIAL CORP 34,060 32,454
CATERPILLAR INC 22,505 20,677
CHEVRON CORP NEW 21,235 21,291
COLGATE-PALMOLIVE CO 14,122 16,637
COSTAR GROUP INC 98,164 95,573
CUMMINS INC 22,412 20,567
DANAHER CORP 26,904 22,266
DASSAULT SYSTEM 28,391 20,595
DUKE ENERGY CORP 27,224 31,460
ELI LILLY AND CO 182,046 202,264
EOG RESOURCES INC 21,152 21,574
EVOLUTION AB 38,864 22,056
EXPERIAN PLC 22,664 20,724
EXXON MOBIL CORP 61,461 59,701
FIRSTENERGY CORP 10,396 10,860
FREEPORT-MCMORAN INC COM 31,465 28,446
GARTNER INC 28,910 94,956
GLOBANT 25,210 23,372
HDFC BK LTD 36,556 37,230
IBC SAFE SHARES 57,262,172 140,949,688
ICON PLC 48,768 38,377
INTERNATIONAL BUS MACHINE CORP 29,124 39,130
JOHNSON & JOHNSON 51,954 48,014
JP MORGAN CHASE & CO 29,822 50,099
KROGER CO COM 23,976 32,410
LAS VEGAS SANDS CORP COM 34,054 32,203
MASTERCARD INC 141,666 343,850
MEDTRONIC PLC 48,588 35,546
MERCADOLIBRE INC 24,916 32,308
MICROSOFT CORP 267,624 507,064
MONDAY COM LTD 9,112 7,534
MSCI INC 204,054 237,604
NETFLIX INC 87,741 312,853
NEUBERGER BERMAN STRATEGIC INC INSTL 1,093,710 1,099,863
NEWMONT CORP COM 19,740 16,972
NOVO-NORDISK 106,870 96,686
NOVO-NORDISK 27,198 20,989
NU HLDGS LTD 17,792 13,540
ON HLDG 6,731 9,201
ORACLE CORP 325,826 356,610
PACCAR INC COM 22,195 19,868
PAYCOM SOFTWARE INC 106,772 120,317
PFIZER INC 34,210 22,789
PHILIP MORRIS INTL INC 15,468 19,015
PNC FINANCIAL SERVICES GROUP 27,960 37,992
PROCTER AND GAMBLE CO 36,720 43,590
PUBLIC SVC ENTERPRISE GRP INC 14,914 19,349
S&P GLOBAL INC 27,228 31,376
SAGE GROUP PLC 42,188 65,719
SAP 51,563 93,806
SCHEIDER ELEC 21,853 21,049
SEMPRA COM 27,260 32,193
SERVICENOW INC 81,150 333,938
SHOPIFY INC 29,422 47,955
SHOPIFY INC 207,185 326,965
SIEMENS HEALTHINEERS 54,171 40,939
SOUTHERN COPPER CORP 20,395 21,233
SPOTIFY TECHNOLOGY 17,686 16,553
STRYKER CORPORATION 29,117 34,925
TELEPERFORMANCE 53,600 21,508
THERMO FISHER SCIENTIFIC INC 277,332 254,392
TOKYO ELECTRON 26,490 18,042
TRUIST FINANCIAL CORP 16,127 15,617
UNILEVER PLC 8,283 10,433
UNITEDHEALTH GRP INC 27,599 24,281
UNITEDHEALTH GRP INC 73,420 115,336
VISA INC 199,484 387,781
WALMART INC 30,212 55,475
WELLS FARGO CO NEW 14,621 20,791
WHEATON PRECIOUS METALS CORP 28,922 32,338
WILLIS TOWERS WATSON 27,358 25,999
WORKDAY INC 172,050 198,167
ZOETIS INC 197,602 237,552

TY 2024 InvestmentsOtherSchedule2
Name:
A R TONY AND MARIA J SANCHEZ
 
FAMILY FOUNDATION
EIN:
74-2835977
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLUE OWL REAL ESTATE FUND AT COST 1,265,928 1,265,928
GELEM EQUITY HOLDINGS, LLC AT COST 22,922 22,922

TY 2024 OtherDecreasesSchedule
Name:
A R TONY AND MARIA J SANCHEZ
 
FAMILY FOUNDATION
EIN:
74-2835977
Description Amount
BOOK/TAX TIMING DIFFERENCE 21,528


TY 2024 OtherExpensesSchedule
Name:
A R TONY AND MARIA J SANCHEZ
 
FAMILY FOUNDATION
EIN:
74-2835977
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 520 520   0
WEBSITE EXPENSES 6,050 0   6,050
GELEM EQUITY HOLDINGS - SCHEDULE K-1 DEDUCTIONS 28 28   0
HEALTHPOINT CAPITAL PARTNERS - SCHEDULE K-1 DEDUCTIONS 762 762   0
BLUE OWL REAL ESTATE FUND - SCHEDULE K-1 DEDUCTIONS 8,270 8,270   0


TY 2024 OtherIncomeSchedule2
Name:
A R TONY AND MARIA J SANCHEZ
 
FAMILY FOUNDATION
EIN:
74-2835977
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RENTAL REAL ESTATE INCOME - GELEM EQUITY HOLDINGS SCHEDULE K-1 1,721 1,721 1,721
MORGAN STANLEY 1998 - OTHER INCOME 154 154 154


TY 2024 OtherProfessionalFeesSchedule
Name:
A R TONY AND MARIA J SANCHEZ
 
FAMILY FOUNDATION
EIN:
74-2835977
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 3,009,757 1,504,879   1,504,878
BROKER FEES 96,579 96,579   0


TY 2024 TaxesSchedule
Name:
A R TONY AND MARIA J SANCHEZ
 
FAMILY FOUNDATION
EIN:
74-2835977
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,975 1,975   0
FEDERAL EXCISE TAX 13,500 0   0