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 07-01-2024 , and ending 06-30-2025
Name of foundation
THE WILLIAM STAMPS FARISH FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)1100 LOUISIANA SUITE 2200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOUSTON, TX77002
A Employer identification number

74-6043019
B Telephone number (see instructions)

(713) 757-7300
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$363,557,332J 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 174,525 174,525  
4 Dividends and interest from securities... 7,260,934 7,260,934  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 20,648,995
b Gross sales price for all assets on line 6a 59,648,773
7 Capital gain net income (from Part IV, line 2)... 20,648,995
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
351,161 351,161  
12 Total. Add lines 1 through 11........ 28,435,615 28,435,615  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 300,000 0   300,000
14 Other employee salaries and wages...... 70,000 0   0
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
147,170 60,000   87,170
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,082,403 1,082,403   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
338,098 0   20,446
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
95,661 28,408   67,253
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,033,332 1,170,811   474,869
25 Contributions, gifts, grants paid....... 16,748,450 16,748,450
26 Total expenses and disbursements. Add lines 24 and 25 18,781,782 1,170,811   17,223,319
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,653,833
b Net investment income (if negative, enter -0-) 27,264,804
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............. 29,755 23,918 23,918
2 Savings and temporary cash investments.........      
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)      
b Investments—corporate stock (attach schedule)....... 91,343,499 Click to see attachment
List of Attached Documents:
// Content
102,536,722 		345,870,835
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).......... 19,088,166 Click to see attachment
List of Attached Documents:
// Content
17,363,254 		17,363,254
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
131,376 		Click to see attachment
List of Attached Documents:
// Content
299,325 		Click to see attachment
List of Attached Documents:
// Content
299,325
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 110,592,796 120,223,219 363,557,332
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
48,097 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 48,097 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........... 110,544,699 120,223,219
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 110,544,699 120,223,219
30 Total liabilities and net assets/fund balances (see instructions). 110,592,796 120,223,219
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
110,544,699
2
Enter amount from Part I, line 27a .....................
2
9,653,833
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
24,687
4
Add lines 1, 2, and 3 ..........................
4
120,223,219
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
120,223,219
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 SALE OF INVESTMENTS P   2025-06-30
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 59,648,773   38,999,778 20,648,995
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       20,648,995
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 20,648,995
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) 1 378,981
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........................... 3 378,981
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- ..... 5 378,981
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 320,000
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.............. 7 320,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 4,350
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 63,331
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 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
 
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 arrowLAUREN FROLICK Telephone no.right arrow (713) 757-7300

Located atright arrow1100 LOUISIANA SUITE 2200HOUSTONTX ZIP+4right arrow77002
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
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
LAURA FARISH CHADWICK PRESIDENT
0.00 		0 0 0
1100 LOUISIANA SUITE 2200
HOUSTON,TX77002
CORNELIA GERRY CORBETT SENIOR VICE PRESIDENT
0.00 		0 0 0
1100 LOUISIANA SUITE 2200
HOUSTON,TX77002
LEANN STARNS SECRETARY
0.00 		0 0 0
1100 LOUISIANA SUITE 2200
HOUSTON,TX77002
CAROLYN WATSON EXECUTIVE DIRECTOR
40.00 		300,000 0 0
1100 LOUISIANA SUITE 2200
HOUSTON,TX77002
LAUREN FROLICK TREASURER
0.00 		0 0 0
1100 LOUISIANA SUITE 2200
HOUSTON,TX77002
WILLIAM STAMPS FARISH TRUSTEE
0.00 		0 0 0
1100 LOUISIANA SUITE 2200
HOUSTON,TX77002
HEATHER GERRY CORBETT TRUSTEE
0.00 		0 0 0
1100 LOUISIANA SUITE 2200
HOUSTON,TX77002
MARY FARISH JOHNSTON VICE PRESIDENT
0.00 		0 0 0
1100 LOUISIANA SUITE 2200
HOUSTON,TX77002
RORY A BABICH VICE PRESIDENT
0.00 		0 0 0
1100 LOUISIANA SUITE 2200
HOUSTON,TX77002
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
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
HOUSTON TRUST COMPANY INV. MGMT. FEES 1,082,403
3737 BUFFALO SPEEDWAY SUITE 200
HOUSTON,TX77098
W S FARISH & COMPANY ACCTG & DATA PR 120,000
1100 LOUISIANA SUITE 2200
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
342,420,392
b
Average of monthly cash balances.......................
1b
10,560,017
c
Fair market value of all other assets (see instructions)................
1c
11,654,382
d
Total (add lines 1a, b, and c).........................
1d
364,634,791
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
364,634,791
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
5,469,522
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
359,165,269
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
17,958,263
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
17,958,263
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
378,981
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
5,074
c
Add lines 2a and 2b............................
2c
384,055
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
17,574,208
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
17,574,208
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
17,574,208
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
17,223,319
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
17,223,319
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 17,574,208
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 32,421
c From 2021...... 33,996
d From 2022...... 377,078
e From 2023...... 8,447
f Total of lines 3a through e ........ 451,942
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 17,223,319
a Applied to 2023, but not more than line 2a 0
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..... 17,223,319
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 350,889 350,889
(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 5 101,053
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		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 ...... 		101,053
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 92,606
d Excess from 2023.... 8,447
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 e-mail address of the person to whom applications should be addressed:
CAROLYN WATSON
1100 LOUISIANA SUITE 2200
HOUSTON,TX77002
(713) 757-7300
bThe form in which applications should be submitted and information and materials they should include:
ALL ORGANIZATIONS ARE REQUIRED TO SUBMIT PROOF OF EXEMPT STATUS.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PREFERENCE GIVEN TO GRANTS FOR THE GREATER HOUSTON AREA; LIMITED OUT OF STATE. FOCUS AREAS ARE SOCIAL SERVICES, HEALTH AND EDUCATION.
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

NASHVILLE SYMPHONY ASSOCIATION

1 SYMPHONY PL
NASHVILLE,TN37201 		NONE PUBLIC EDUCATION PROGRAM SUPPORT 25,000

ALICE LLOYD COLLEGE

100 PURPOSE RD
PIPPA PASSES,KY41844 		NONE PUBLIC GENERAL OPERATIONS 25,000

BIG BROTHERS BIG SISTERS LONE STAR

1003 WASHINGTON AVE
HOUSTON,TX77002 		NONE PUBLIC PROGRAM SUPPORT 50,000

BO'S PLACE

10050 BUFFALO SPEEDWAY
HOUSTON,TX77054 		NONE PUBLIC GENERAL OPERATIONS 10,000

SEXUAL ASSAULT CENTER

101 FRENCH LANDING DR
NASHVILLE,TN37228 		NONE PUBLIC GENERAL OPERATIONS 50,000

ALLIANCE OF COMMUNITY ASSISTANCE MINISTRIES

10200 RICHMOND AVENUE STE 110
HOUSTON,TX77042 		NONE PUBLIC PROGRAM SERVICES, GENERAL OPERATIONS, SPONSORSHIP 360,000

QUANTUM LEAP FARM INC

10504 WOODSTOCK RD
ODESSA,FL33556 		NONE PUBLIC PROGRAM SUPPORT 50,000

UNIVERSITY OF KENTUCKY - MARKEY CANCER FOUNDATION

115 WALLER AVENUE SUITE 204
LEXINGTON,KY40503 		NONE PUBLIC CONTRIBUTION 4 OF 5 -EXCELLENCE IN UROLOGIC CANCER 1,000,000

REACH UNLIMITED

11832 MUELLER CEMETARY RD BUILDING
B
CYPRESS,TX77429 		NONE PUBLIC PROGRAM SUPPORT 25,000

TAMPA MUSEUM OF ART INC

120 W GASPARILLA PLAZA
TAMPA,FL33602 		NONE PUBLIC GENERAL OPERATIONS; CONTRIBUTION 3 OF 10 - CENTENNIAL CAMPAIGN 500,000

ANTIQUES & GARDEN SHOW OF NASHVILLE INC

1200 FOREST PARK DR
NASHVILLE,TN37205 		NONE PUBLIC 2025 SHOW 10,000

PROTESTANT EPISCOPAL HIGH SCHOOL OF VIRGINIA

1200 N QUAKER LN
ALEXANDRIA,VA22302 		NONE PUBLIC CONTRIBUTION 3 OF 5 - COURAGE CAMPAIGN 400,000

CORBETT PREPARATORY SCHOOL OF IDS INC

12015 ORANGE GROVE DR
TAMPA,FL33618 		NONE PUBLIC STAFF DEVELOPMENT 200,000

TAMPA JEWISH COMMUNITY CENTERS & FEDERATION INC

13009 COMMUNITY CAMPUS DR
TAMPA,FL33625 		NONE PUBLIC CORBETT JCC PRESCHOOL SCHOLARSHIP FUND 25,000

TALL TIMBERS RESEARCH INC

13093 HENRY BEADER DR
TALLAHASSEE,FL32312 		NONE PUBLIC PROGRAM SUPPORT 200,000

FOUNDATION FOR AUTISM CARE EDUCATION AND SERVICES

13121 LOUETTA ROAD 1360
CYPRESS,TX77429 		NONE PUBLIC SCHOLARSHIPS 10,000

YMCA OF THE GREATER HOUSTON AREA

1331 AUGUSTA DRIVE
HOUSTON,TX77057 		NONE PUBLIC CONTRIBUTIONS 1 AND 2 OF 3 - EVALUATION AND OUTCOME MEASURES PROJECT 300,000

GOLFERS AGAINST CANCER INC

14001 WALDEN ROAD MAILBOX 5
MONTGOMERY,TX77356 		NONE PUBLIC CANCER RESEARCH PROJECTS 25,000

WRITERS IN THE SCHOOLS

1414 SUL ROSS STREET
HOUSTON,TX77006 		NONE PUBLIC GENERAL OPERATIONS 45,000

SUMMERHOUSE HOUSTON

1424 WASECA
HOUSTON,TX77055 		NONE PUBLIC FULFILLMENT OF PLEDGE FOR PROGRAM EXPANSION 33,450

HOUSTON RECOVERY CENTER

150 N CHENEVERT ST
HOUSTON,TX77002 		NONE PUBLIC PROGRAM SUPPORT 30,000

CHILDREN'S MUSEUM OF HOUSTON INC

1500 BINZ
HOUSTON,TX77004 		NONE PUBLIC FULFILLMENT OF PLEDGE FOR NEW EXHIBITS 150,000

BAYLOR COLLEGE OF MEDICINE TEEN HEALTH CLINIC

1504 BEN TAUB LOOP
HOUSTON,TX77030 		NONE PUBLIC CONTRIBUTION 2 OF 2 FOR THE ASCEND PROGRAM 62,500

NEW YORK SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN

161 WILLIAMS ST
NEW YORK,NY10038 		NONE PUBLIC CONTRIBUTION 1 OF 4 - PROGRAM SUPPORT; SEED FUNDING 100,000

OASIS CENTER INC

1704 CHARLOTTE PIKE STE 200
NASHVILLE,TN37203 		NONE PUBLIC PROGRAM SUPPORT 30,000

METHODIST HOSPITAL FOUNDATION

1707 SUNSET BLVD
HOUSTON,TX77005 		NONE PUBLIC FULFILLMENT OF PLEDGE FOR ALZHEIMER'S RESEARCH STUDY 750,000

SERJOBS FOR PROGRESS OF TEXAS GULF COAST INC

1710 TELEPHONE RD
HOUSTON,TX77023 		NONE PUBLIC GENERAL OPERATIONS 50,000

A KID'S PLACE OF TAMPA BAY INC

1715 LITHIA PINECREST RD
BRANDON,FL33511 		NONE PUBLIC PROGRAM SUPPORT 47,500

ALIVE HOSPICE INC

1718 PATTERSON ST
NASHVILLE,TN37203 		NONE PUBLIC SECURITY UPGRADES 20,000

NOAH'S HOUSE

176 FELLOWS RD
HOUSTON,TX77047 		NONE PUBLIC GENERAL OPERATIONS AND DISASTER RELIEF 16,000

UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL FOUNDATION

1827 UNIVERSITY AVE
CHARLOTTESVILLE,VA22903 		NONE PUBLIC FULFILLMENT OF PLEDGE TOWARDS CREATION OF ENDOWMENT AT THE MCINTIRE SCHOOL OF COMMERCE 1,000,000

RED HOOK ART PROJECT

183 RICHARD ST
BROOKLYN,NY11231 		NONE PUBLIC FULFILLMENT OF PLEDGE FOR PROGRAM SUPPORT 130,000

BOYS & GIRLS COUNTRY OF HOUSTON INC

18806 ROBERTS RD
HOCKLEY,TX77447 		NONE PUBLIC GENERAL OPERATIONS AND PILOT PROGRAM 75,000

AMERICAN YOUTHWORKS

1901 E BEN WHITE BLVD
AUSTIN,TX78741 		NONE PUBLIC GENERAL OPERATIONS FOR HOUSTON OFFICE, CAPACITY BUILDING FOR DEVELOPMENT DEPARTMENT 150,000

HOUSTON HOSPICE

1905 HOLCOMBE BLVD
HOUSTON,TX77030 		NONE PUBLIC CHARITY CARE PROGRAM 50,000

RONALD MCDONALD HOUSE OF HOUSTON INC

1907 HOLCOMBE BLVD
HOUSTON,TX77030 		NONE PUBLIC GENERAL OPERATIONS AND KITCHEN UPGRADES 125,000

NATIONAL MUSEUM OF RACING INC

191 UNION AVE
SARATOGA SPRINGS,NY12866 		NONE PUBLIC IN HONOR OF THE 75TH ANNIVERSARY 30,000

HEALTHCARE FOR THE HOMELESS - HOUSTON

1934 CAROLINE STREET
HOUSTON,TX77002 		NONE PUBLIC GENERAL OPERATIONS AND IT MIGRATION PROJECT, PHARMACY UPGRADE AND DEVELOPMENT OF HR SYSTEMS 235,000

MAYO CLINIC

200 1ST ST SOUTHWEST
ROCHESTER,MN55905 		NONE PUBLIC CONTRIBUTION 4 OF 5 - ENDOCRINOLOGY 400,000

JUVENILE DIABETES RESEARCH FOUNDATION

200 VESEY ST 28TH FLOOR
NEW YORK,NY10281 		NONE PUBLIC FULFILLMENT OF PLEDGE TOWARDS PROJECT AT METHODIST HOSPITAL 175,000

COALITION FOR THE HOMELESS OF HOUSTONHARRIS COUNTY

2000 CRAWFORD SUITE 700
HOUSTON,TX77002 		NONE PUBLIC CONTRIBUTION 1 OF 2 FOR GENERAL OPERATIONS AND CAPACITY BUILDING FOR THE DEVELOPMENT DEPARTMENT 150,000

BREAD OF LIFE

2019 CRAWFORD
HOUSTON,TX77002 		NONE PUBLIC PROGRAM SUPPORT AND CAPACITY BUILDING 50,000

DEVELOPING ARTISTS THEATHER COMPANY INC

22 EAST 30TH STREET
NEW YORK,NY10016 		NONE PUBLIC PROGRAM EXPANSION 75,000

MENTAL HEALTH AMERICA OF GREATER HOUSTON

2211 NORFOLK SUITE 810
HOUSTON,TX77098 		NONE PUBLIC TO LAUNCH A PILOT PROGRAM 50,000

BOY SCOUTS OF AMERICA - SAM HOUSTON AREA COUNCIL

2225 N LOOP W FWY
HOUSTON,TX77008 		NONE PUBLIC SPORTS BREAKFAST 2025 15,000

BRAVO CREATIVE ARTS CENTER

2227 HILLSBORO ROAD
FRANKLIN,TN37069 		NONE PUBLIC PROGRAM SUPPORT 25,000

THE ASPEN INSTITUTE

2300 N STREET NW STE 700
WASHINGTON DC,DC20037 		NONE PUBLIC TEXAS OPPORTUNITY YOUTH NETWORK 150,000

CHILDREN'S TRANSPLANT INITIATIVE

23718 CREEKVIEW DRIVE
SPRING,TX77389 		NONE PUBLIC REPLACING AND UPGRADING APARTMENT SUPPLIES 20,000

ST JOHN'S SCHOOL

2401 CLAREMONT
HOUSTON,TX77019 		NONE PUBLIC ANNUAL FUND 25,000

SOCIETY OF ST VINCENT DE PAUL

2403 HOLCOMBE BLVD
HOUSTON,TX77021 		NONE PUBLIC CAPACITY BUILDING 100,000

HOUSTON ACHIEVEMENT PLACE

245 WEST 17TH ST
HOUSTON,TX77008 		NONE PUBLIC BUILDING REPAIR 30,000

THE CHURCH OF ST JOHN THE DIVINE

2450 RIVER OAKS BLVD
HOUSTON,TX77019 		NONE PUBLIC ANNUAL FUND 25,000

CARNEGIE LITERACY CENTER INC

251 W 2ND ST
LEXINGTON,KY40507 		NONE PUBLIC TUTORING, OUTREACH AND HISTORIC PRESERVATION PROJECT 60,000

SMALL PLACES

257 N GREENWOOD ST
HOUSTON,TX77011 		NONE PUBLIC COMPLETION OF CAPITAL CAMPAIGN AND COMMUNITY ENGAGEMENT 125,000

STAR OF HOPE MISSION

2575 REED ROAD
HOUSTON,TX77051 		NONE PUBLIC PROGRAM SUPPORT 75,000

SANTA MARIA HOSTEL

2605 PARKER RD
HOUSTON,TX77093 		NONE PUBLIC PROGRAM SUPPORT AND CONTRIBUTION 1 OF 2 FOR CAPACITY BUILDING OF THE DEVELOPMENT DEPARTMENT 125,000

CHINQUAPIN PREPARATORY SCHOOL

2615 E WALLISVILLE
HIGHLANDS,TX77562 		NONE PUBLIC GENERAL OPERATIONS 40,000

NICK FINNEGAN COUNSELING CENTER

2714 JOANEL ST
HOUSTON,TX77027 		NONE PUBLIC PROGRAM SUPPORT 50,000

SMALL STEPS NURTURING CENTER

2902 JENSEN DR
HOUSTON,TX77026 		NONE PUBLIC SET FOR LIFE PROGRAM 40,000

DICKINSON MUSIC ENRICHMENT CENTER

2905 TIMBER DRIVE
DICKINSON,TX77539 		NONE PUBLIC VAN PURCHASE 84,000

COMBINED ARMS

2929 MCKINNEY ST
HOUSTON,TX77003 		NONE PUBLIC MARKETING AND COMMUNICATIONS 50,000

HARRIS COUNTY DOMESTIC VIOLENCE COORDINATING COUNCIL

2990 RICHMOND AVE 550
HOUSTON,TX77098 		NONE PUBLIC HOUSING PROGRAM AND CAPACITY BUILDING FOR THE DEVELOPMENT DEPARTMENT 175,000

COUNCIL ON RECOVERY

303 JACKSON HILL ST
HOUSTON,TX77007 		NONE PUBLIC BUILDING RENOVATIONS. PROGRAM SUPPORT AND CAPACITY BUILDING FOR THE DEVELOPMENT DEPARTMENT 445,000

GENESYS WORKS HOUSTON

3100 MAIN ST 702
HOUSTON,TX77002 		NONE PUBLIC PROGRAM SUPPORT 25,000

CENTER FOR HEARING AND SPEECH DBA TEXAS HEARING INSTITUTE

3100 SHENANDOAH
HOUSTON,TX77021 		NONE PUBLIC GENERAL OPERATIONS 50,000

CHAMPIONS FOR CHILDREN INC

3108 W AZEELE ST
TAMPA,FL33609 		NONE PUBLIC GENERAL OPERATIONS 200,000

BOCA GRANDE UNITED METHODIST CHURCH

325 3RD ST W
BOCA GRANDE,FL33921 		NONE PUBLIC DISASTER RELIEF FUND 100,000

LIGHTHOUSE UNITED METHODIST CHURCH

325 3RD ST W
BOCA GRANDE,FL33921 		NONE PUBLIC ANNUAL FUND 25,000

KIDS MEALS INC

330 GARDEN OAKS BLVD
HOUSTON,TX77018 		NONE PUBLIC PROGRAM SUPPORT 15,000

VITA LIVING FOUNDATION

3300 S GESSNER RD 150
HOUSTON,TX77063 		NONE PUBLIC PROGRAM SUPPORT 30,000

INTERFAITH MINISTRIES FOR GREATER HOUSTON

3303 MAIN ST
HOUSTON,TX77002 		NONE PUBLIC PROGRAM SUPPORT 80,000

SIGHT SAVERS AMERICA

337 BUSINESS CIR
PELHAM,AL35124 		NONE PUBLIC CONTRIBUTION-EVM'S TO CHILDREN IN HOUSTON 50,000

THE PERIWINKLE FOUNDATION

3400 BISSONNET ST STE 185
HOUSTON,TX77005 		NONE PUBLIC CAMP PERIWINKLE 10,000

BRIDGEYEAR

3414 EASTSIDE ST
HOUSTON,TX77098 		NONE PUBLIC PROGRAM SUPPORT AND CAPACITY BUILDING 50,000

COMMUNITY FOUNDATION OF MIDDLE TENNESSEE INC

3421 BELMONT BLVD
NASHVILLE,TN37215 		NONE PUBLIC THE WOMEN'S FUND - GIRLS GIVE FUND 10,000

LIVING ARTS & SCIENCE CENTER INC

362 N MARTIN LUTHER KING BLVD
LEXINGTON,KY40508 		NONE PUBLIC ANNUAL FUND 25,000

GALVESTON URBAN MINISTRIES

3727 BALL STREET
GALVESTON,TX77550 		NONE PUBLIC KITCHEN BUILD OUT 150,000

PALMER DRUG ABUSE PROGRAM

3730 KIRBY SUITE 1200
HOUSTON,TX77098 		NONE PUBLIC GENERAL OPERATIONS 25,000

HOUSTON'S AMAZING PLACE INC

3735 DREXEL DR
HOUSTON,TX77027 		NONE PUBLIC GENERAL OPERATIONS FOR CENTRAL CAMPUS; LAUNCH OF NEW WEST CAMPUS 165,000

AVONDALE HOUSE

3737 OMEARA DRIVE
HOUSTON,TX77025 		NONE PUBLIC PROGRAM EXPANSION 50,000

NASHVILLE ZOO INC

3777 NOLENSVILLE PIKE
NASHVILLE,TN37211 		NONE PUBLIC PAID INTERNSHIP PROGRAM 35,000

VILLAGE LEARNING CENTER INC DBA THE VILLAGE CENTERS

3819 PLUM VALLEY DR
KINGWOOD,TX77339 		NONE PUBLIC MEDICAL PROGRAM SUPPORT AND BUSINESS PLAN 70,000

TAPING FOR THE BLIND INC

3935 ESSEX LN
HOUSTON,TX77027 		NONE PUBLIC GOLF TOURNAMENT SUPPORT AND GENERAL OPERATIONS 75,000

SOUTH KENT SCHOOL CORPORATION

40 BULLS BRIDGE RD
SOUTH KENT,CT06785 		NONE PUBLIC ANNUAL FUND 30,000

JUDEO CHRISTIAN HEALTH CLINIC INC

4118 N MACDILL AVE
TAMPA,FL33607 		NONE PUBLIC PROGRAM SUPPORT 50,000

CHRIST EPISCOPAL CHURCH

425 N CHERRY ST
MONTICELLO,FL32344 		NONE PUBLIC ANNUAL FUND 10,000

W OSCAR NEUHAUS MEMORIAL FOUNDATION

4433 BISSONNET
BELLAIRE,TX77401 		NONE PUBLIC FULFILLMENT OF PLEDGE FOR PROGRAM SUPPORT 400,000

THE WORKFAITH CONNECTION

4555 DACOMA STREET SUITE 200
HOUSTON,TX77092 		NONE PUBLIC GENERAL OPERATIONS AND FEASIBILITY STUDY 125,000

ST GEORGE'S EPISCOPAL CHURCH

4715 HARDING RD
NASHVILLE,TN37205 		NONE PUBLIC ANNUAL FUND 25,000

THE MASTERS SCHOOL

49 CLINTON AVE
DOBBS FERRY,NY10522 		NONE PUBLIC ANNUAL FUND 10,000

IEDUCATE

4903 MAYFAIR STREET
BELLAIRE,TX77401 		NONE PUBLIC CONTRIBUTION 1 OF 2 FOR IMPLEMENTATION OF THE STRATEGIC PLAN 50,000

DE PELCHIN CHILDREN'S CENTER

4950 MEMORIAL DR
HOUSTON,TX77007 		NONE PUBLIC PROGRAM SUPPORT 100,000

THE BROTHERHOODSISTER SOL INC

512 WEST 143RD STREET
NEW YORK,NY10031 		NONE PUBLIC PROGRAM SUPPORT AND CAPACITY BUILDING 450,000

THISTLE FARMS INC

5122 CHARLOTTE PIKE
NASHVILLE,TN37209 		NONE PUBLIC GENERAL OPERATIONS 50,000

CAREERSPRING FOUNDATION

5311 VALERIE ST
BELLAIRE,TX77401 		NONE PUBLIC FULFILLMENT OF PLEDGE FOR PROGRAM EXPANSION 75,000

CAMP ARANZAZU

5420 LOOP 1781
ROCKPORT,TX78382 		NONE PUBLIC PROGRAM SUPPORT 25,000

THE WOMEN'S FUND

5433 WESTHEIMER RD SUITE 924
HOUSTON,TX77056 		NONE PUBLIC STRATEGIC PLANNING 10,000

ASSOCIATION FOR THE ADVANCEMENT OF MEXICAN AMERICANS

6001 GULF FREEWAY BLDG E
HOUSTON,TX77023 		NONE PUBLIC PROGRAM SUPPORT 50,000

THE WOMEN'S HOME

607 WESTHEIMER RD
HOUSTON,TX77006 		NONE PUBLIC PROGRAM SUPPORT 30,000

TEACH FOR AMERICA NASHVILLE - CHATTANOOGA

615 MAIN STREET SUITE 124
NASHVILLE,TN37206 		NONE PUBLIC GENERAL OPERATIONS 75,000

ALLEY THEATRE

615 TEXAS AVE
HOUSTON,TX77002 		NONE PUBLIC GENERAL OPERATIONS 100,000

THE BLUE BIRD CIRCLE

615 W ALABAMA ST
HOUSTON,TX77006 		NONE PUBLIC MEDICAL RESEARCH 100,000

GALVESTON COUNTY FOOD BANK

624 4TH AVE N
TEXAS CITY,TX77590 		NONE PUBLIC MOBILE FOOD DISTRIBUTION 30,000

ALBERT SCHWEITZER FELLOWSHIP HOUSTON-GALVESTON

6431 FANNIN JJL 450
HOUSTON,TX77030 		NONE PUBLIC MARKETING AND COMMUNICATIONS 15,000

CONNECT COMMUNITY

6700B BELLAIRE BLVD
HOUSTON,TX70074 		NONE PUBLIC CAPITAL CAMPAIGN 150,000

YOUNG AUDIENCES OF HOUSTON

675 BERING DR STE 300
HOUSTON,TX77057 		NONE PUBLIC PROGRAM SUPPORT 30,000

HOUSTON REVISION

6856 BELLAIRE BLVD
HOUSTON,TX77074 		NONE PUBLIC PROGRAM SUPPORT 50,000

FOUNDATION FOR FIGHTING BLINDNESS

6925 OAKLAND MILLS ROAD 701
COLUMBIA,MD21045 		NONE PUBLIC CONTRIBUTION 4 OF 5 - RETINITIS PIGMENTOSA 500,000

FIRST TEE OF GREATER HOUSTON

7000 CAPITOL STREET
HOUSTON,TX77011 		NONE PUBLIC GENERAL OPERATIONS 60,000

HOPE AND HEALING CENTER & INSTITUTE

717 SAGE RD
HOUSTON,TX77056 		NONE PUBLIC PROGRAM SUPPORT 50,000

PLANNED PARENTHOOD ASSOCIATION OF SOUTHWEST AND CENTRAL FLORIDA INC

736 CENTRAL AVE
SARASOTA,FL34236 		NONE PUBLIC PROGRAM SUPPORT 30,000

COMMUNITY FAMILY CENTERS

7524 AVE E
HOUSTON,TX77012 		NONE PUBLIC GENERAL OPERATIONS 50,000

MEMORIAL PARK CONSERVANCY INC

7575 NORTH PICNIC LANE
HOUSTON,TX77007 		NONE PUBLIC GENERAL OPERATIONS 100,000

FORT BEND CARE CENTER

7707 HIGHWAY 6 SOUTH
MISSOURI CITY,TX77459 		NONE PUBLIC CAPITAL CAMPAIGN 150,000

AUCILLA CHRISTIAN ACADEMY

7803 AUCILLA HIGHWAY
MONTICELLO,FL32344 		NONE PUBLIC GENERAL OPERATIONS; CONTRIBUTION 2 OF 5 FOR CAPITAL CAMPAIGN 300,000

STAGES INC

800 ROSINE ST
HOUSTON,TX77019 		NONE PUBLIC PROGRAM SUPPORT 25,000

UNIVERSITY OF TEXAS FOUNDATION

9011 MOUNTAIN RIDGE DR SUITE 150
AUSTIN,TX78759 		NONE PUBLIC RAY MARSHALL CENTER'S ESTOY PROJECT 50,000

WONDERS AND WORRIES

9101 BURNET ROAD SUITE 205
AUSTIN,TX78758 		NONE PUBLIC PROGRAM SUPPORT FOR HOUSTON OFFICE 40,000

FRIST CENTER FOR THE VISUAL ARTS INC

919 BROADWAY
NASHVILLE,TN37203 		NONE PUBLIC FOR THE MARTIN ARTQUEST GALLERY AND NEW EXHIBIT 50,000

MEMORIAL HERMANN FOUNDATION

929 GESSNER RD 2650
HOUSTON,TX77024 		NONE PUBLIC CAPITAL CAMPAIGN FOR LIFE FLIGHT 1,000,000

NETWORK OF BEHAVIORAL HEALTH PROVIDERS

9401 SOUTHWEST FREEWAY STE 1242
HOUSTON,TX77074 		NONE PUBLIC PROJECT SUPPORT 50,000

CRISIS CENTER OF TAMPA BAY INC

ONE CRISIS CARE PLAZA
TAMPA,FL33613 		NONE PUBLIC CORBETT TRAUMA CENTER 250,000

ISLAND SCHOOL FOUNDATION

PO BOX 1505
BOCA GRANDE,FL33921 		NONE PUBLIC PROGRAM SUPPORT 100,000

BOCA GRANDE HEALTH CLINIC FOUNDATION INC

PO BOX 2340
BOCA GRANDE,FL339212340 		NONE PUBLIC CONTRIBUTION 2 OF 3 FOR CLINIC OF THE FUTURE CAPITAL CAMPAIGN 1,000,000

FRIENDS OF JOSHUA HOUSE FOUNDATION INC

PO BOX 2451
LUTZ,FL33548 		NONE PUBLIC GENERAL OPERATIONS 25,000

DAWNING FAMILY SERVICES

PO BOX 310525
TAMPA,FL33680 		NONE PUBLIC GENERAL OPERATIONS 30,000

UNITED WAY OF GREATER HOUSTON

PO BOX 3247
HOUSTON,TX77253 		NONE PUBLIC BUILDING POSSIBILITIES CAPITAL CAMPAIGN - TECHNOLOGY 200,000

TARGET EVOLUTION INC

PO BOX 37373
HOUSTON,TX77237 		NONE PUBLIC PROGRAM SUPPORT 25,000

SPRING OF TAMPA BAY INC

PO BOX 5147
TAMPA,FL336755147 		NONE PUBLIC PROGRAM SUPPORT 25,000

UNITED AGAINST HUMAN TRAFFICKING

PO BOX 541184
HOUSTON,TX77254 		NONE PUBLIC FULFILLMENT OF PLEDGE FOR PROGRAM EXPANSION AND GENERAL OPERATIONS, BRIDGE FUNDING 225,000

CHILDREN AT RISK

PO BOX 56003
HOUSTON,TX77256 		NONE PUBLIC GENERAL OPERATIONS 50,000

MOMENTUM EDUCATION

PO BOX 66146
HOUSTON,TX77266 		NONE PUBLIC PROGRAM SUPPORT 40,000

PERMANENTLY DISABLED JOCKEYS FUND INC

PO BOX 803
ELMHURST,IL60126 		NONE PUBLIC GENERAL OPERATIONS 80,000

DAN'S HOUSE OF HOPE INC

PO BOX 8444
HOUSTON,TX77288 		NONE PUBLIC GENERAL OPERATIONS 10,000
Total .................................right arrow 3a 16,748,450
bApproved for future payment

SEXUAL ASSAULT CENTER
101 FRENCH LANDING DR
NASHVILLE,TN37228 		NONE PUBLIC FUTURE CONTRIBUTION 355,000

COVENANT HOUSE TEXAS
1111 LOVETT BLVD
HOUSTON,TX77006 		NONE PUBLIC FUTURE CONTRIBUTION 350,000

UNIVERSITY OF KENTUCKY - MARKEY CANCER FOUNDATION
115 WALLER AVENUE SUITE 204
LEXINGTON,KY40503 		NONE PUBLIC FUTURE CONTRIBUTION 1,000,000

TAMPA MUSEUM OF ART INC
120 W GASPARILLA PLAZA
TAMPA,FL33602 		NONE PUBLIC FUTURE CONTRIBUTIONS CENTENNIAL CAMPAIGN 800,000

PROTESTANT EPISCOPAL HIGH SCHOOL OF VIRGINIA
1200 N QUAKER LN
ALEXANDRIA,VA22302 		NONE PUBLIC FUTURE CONTRIBUTION 800,000

YMCA OF THE GREATER HOUSTON AREA
1331 AUGUSTA DRIVE
HOUSTON,TX77057 		NONE PUBLIC FUTURE CONTRIBUTION 150,000

SUMMERHOUSE HOUSTON
1424 WASECA
HOUSTON,TX77055 		NONE PUBLIC FUTURE CONTRIBUTION 150,000

NEW YORK SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN
161 WILLIAMS ST
NEW YORK,NY10038 		NONE PUBLIC FUTURE CONTRIBUTION-PROGRAM SUPPORT AND SEED FUNDING 255,000

MAYO CLINIC
200 1ST ST SOUTHWEST
ROCHESTER,MN55905 		NONE PUBLIC FUTURE CONTRIBUTION- ENDOCRINOLOGY 400,000

COALITION FOR THE HOMELESS OF HOUSTONHARRIS COUNTY
2000 CRAWFORD SUITE 700
HOUSTON,TX77002 		NONE PUBLIC FUTURE CONTRIBUTION 150,000

SANTA MARIA HOSTEL
2605 PARKER RD
HOUSTON,TX77093 		NONE PUBLIC FUTURE CONTRIBUTION 100,000

HAVE SHEARS WILL TRAVEL
3007 WOODLAND HILLS DR 229
KINGWOOD,TX77339 		NONE PUBLIC FUTURE CONTRIBUTION-OPERATING SUPPORT 50,000

BRIDGEYEAR
3414 EASTSIDE ST
HOUSTON,TX77098 		NONE PUBLIC FUTURE CONTRIBUTION 150,000

NASHVILLE ZOO INC
3777 NOLENSVILLE PIKE
NASHVILLE,TN37211 		NONE PUBLIC FUTURE CONTRIBUTION 150,000

UNIVERSITY OF HOUSTON FOUNDATION FOR UHD
4543 POST OAK PLACE 250
HOUSTON,TX77027 		NONE PUBLIC FUTURE CONTRIBUTION 225,000

IEDUCATE
4903 MAYFAIR STREET
BELLAIRE,TX77401 		NONE PUBLIC FUTURE CONTRIBUTION 50,000

EARLY CHILDHOOD AND FAMILY HUB OF WASHINGTON HEIGHTS
515 CANAL STREET
NEW YORK,NY10013 		NONE PUBLIC FUTURE CONTRIBUTION-TO LAUNCH THE HUB 250,000

CAREERSPRING
5311 VALERIE ST
BELLAIRE,TX77401 		NONE PUBLIC FUTURE CONTRIBUTION 150,000

FOUNDATION FOR FIGHTING BLINDNESS
6925 OAKLAND MILLS ROAD 701
COLUMBIA,MD21045 		NONE PUBLIC FUTURE CONTRIBUTION-RETINITIS PIGMENTOSA 500,000

AUCILLA CHRISTIAN ACADEMY
7803 AUCILLA HIGHWAY
MONTICELLO,FL32344 		NONE PUBLIC FUTURE CONTRIBUTION 600,000

BOCA GRANDE HEALTH CLINIC FOUNDATION INC
PO BOX 2340
BOCA GRANDE,FL33921 		NONE PUBLIC FUTURE CONTRIBUTION 1,000,000

IMMUNIZATION PARTNERSHIP
PO BOX 346
HOUSTON,TX77001 		NONE PUBLIC FUTURE CONTRIBUTION 100,000
Total ................................. right arrow 3b 7,735,000
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 ........... 		    14 174,525  
4 Dividends and interest from securities ....     14 7,260,934  
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 20,648,995  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP INCOME 		    14 344,861  
bROYALTY INCOME     15 5,859  
cMISCELLANEOUS INCOME     14 441  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 28,435,615 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
28,435,615
(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 WILLIAM STAMPS FARISH FUND
EIN:
74-6043019
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 87,170 30,000   57,170
DATA PROCESSING 60,000 30,000   30,000

TY 2024 InvestmentsCorpStockSchedule
Name:
THE WILLIAM STAMPS FARISH FUND
EIN:
74-6043019
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 1,001,232 3,560,062
ADOBE INC 1,393,676 2,089,152
ALCON INC 303,615 585,296
ALPHABET INC CL C 2,201,779 11,228,787
AMAZON.COM INC 3,685,385 13,809,504
AMERICAN EXPRESS CO 1,382,229 5,113,568
APPLE INC 1,630,650 17,196,324
ARES MANAGEMENT CORP CL A 571,457 601,004
ASML HOLDING N.V. 281,299 2,468,281
ASTRAZENECA PLC SPONSORED 1,346,805 1,383,624
AUTOMATIC DATA PROCESSING INC 398,839 1,028,514
BAE SYSTEMS PLC SPONSORED 1,169,410 2,096,148
BANK OF AMERICA CORP 1,203,473 2,297,623
BLACKROCK INC CLASS A 912,875 3,011,348
BROADCOM INC 2,815,855 9,096,450
BROADRIDGE FINL SOLUTIONS INC COM 655,029 1,166,544
CANADIAN PACIFIC RAILWAY LTD 368,202 978,985
CHART INDUSTRIES INC 984,081 1,341,898
CHEVRON CORPORATION 1,472,050 2,224,886
CINTAS CORP 730,503 1,965,713
CME GROUP INC 746,193 1,012,904
COCA COLA CO 1,732,863 3,013,172
COMERICA INC 953,485 1,371,950
CONOCOPHILLIPS 1,008,388 1,139,698
COSTAR GROUP INC 984,639 914,550
CULLEN FROST BANKERS INC 699,180 1,233,984
DANAHER CORP 579,916 2,271,710
DEERE & CO 1,042,741 1,296,649
EATON CORP PLC 2,151,863 2,391,833
EMERSON ELECTRIC CO 1,551,042 2,979,259
EXXON MOBIL CORP 3,905,320 114,399,624
FTAI AVIATION LTD 308,508 276,096
GARTNER INC CL A 835,373 1,061,077
GOLDMAN SACHS GROUP INC 1,571,386 1,840,150
HOME DEPOT INC 1,774,136 4,868,979
HONEYWELL INTERNATIONAL INC 750,556 2,023,727
INTERCONTINENTAL EXCHANGE INC 338,510 1,299,885
INTUIT 1,433,538 3,619,160
INTUITIVE SURGICAL INC 1,051,866 2,967,019
JP MORGAN CHASE & CO 1,054,080 4,928,470
KIMBERLY CLARK CORPORATION 491,174 625,907
KINDBODY PREFERRED STOCK 1,350,790 1,350,790
KINDER MORGAN INC 489,150 970,641
LILLY ELI & CO 4,200,625 4,501,786
LINDE PLC 330,996 950,090
LVMH MOET HENNESSY LOUIS UNSPONSORED 683,643 772,191
MARRIOTT INTERNATIONAL INC CL A 574,176 1,147,482
MARTIN MARIETTA MATERIALS INC 561,130 2,854,592
MASTERCARD INC CL A 771,830 1,980,839
MCDONALDS CORP 721,006 2,147,449
MERCK & CO INC 1,193,186 1,824,242
META PLATFORMS INC CL A 4,326,364 4,945,203
MICROSOFT CORP 2,102,099 18,705,103
NETFLIX INC 1,282,406 2,544,347
NEXTBEN PREFERRED STOCK 499,986 499,986
NIKE INC CLASS B 818,896 872,016
NOVO NORDISK AS SPONSORED 416,249 1,547,773
NVIDIA CORP 11,179,402 18,852,157
OLD DOMINION FREIGHT LINE INC 979,991 933,225
O'REILLY AUTOMOTIVE INC 446,191 723,293
OTIS WORLDWIDE CORP 271,354 459,156
PALO ALTO NETWORKS INC 1,687,441 1,944,080
PEPSICO INC 323,769 380,935
PERMIAN RESOURCES CORP CI A 1,317,854 1,288,180
PHILIP MORRIS INTERNATIONAL 1,532,639 1,552,658
PROCTOR & GAMBLE CO 1,507,715 1,961,229
PROGRESSIVE CORP OHIO 491,856 1,762,610
QUALCOMM INC 395,893 539,254
ROCKWELL AUTOMATION INC 1,031,411 1,993,020
ROPER TECHNOLOGIES INC 103,726 453,472
S&P GLOBAL INC 843,273 2,211,454
SERVICENOW INC 1,451,220 1,979,054
SHERWIN-WILLIAM CO 315,097 738,224
TAIWAN SEMICONDUCTOR SPONSORED 1,417,995 2,157,317
TEXAS INSTRUMENTS INC 448,406 2,170,667
THERMO FISHER SCIENTIFIC INC 410,637 1,621,840
TRANSDIGM GROUP INC 307,230 372,557
UNION PACIFIC CORP 934,482 2,412,389
UNITEDHEALTH GROUP INC 518,605 920,311
VERISK ANALYTICS INC 362,139 1,129,187
VISA INC 1,895,252 7,890,986
WATSCO INC 954,698 1,059,888
ZOETIS INC 1,612,713 1,969,648

TY 2024 InvestmentsOtherSchedule2
Name:
THE WILLIAM STAMPS FARISH FUND
EIN:
74-6043019
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MORGAN STANLEY MUTUAL FUND FMV 4,122,066 4,122,066
PARTNERSHIPS AT COST 10,125,529 10,125,529
REAL ESTATE (INCLUDING MINERALS-NET) AT COST 26,632 26,632
RENEWVIA ENERGY CORPORATION AT COST 500,000 500,000
SEI DAILY INCOME TRUST GOVERNMENT II PORTFOLIO FMV 1,586,806 1,586,806
TANKFARM, INC. AT COST 1,000,000 1,000,000
WESTBROOK THOMPSON ORRI-NET AT COST 2,221 2,221

TY 2024 OtherAssetsSchedule
Name:
THE WILLIAM STAMPS FARISH FUND
EIN:
74-6043019
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INTEREST RECEIVABLE 131,376 212,239 212,239
FEDERAL EXCISE TAX RECEIVABLE 0 87,086 87,086


TY 2024 OtherExpensesSchedule
Name:
THE WILLIAM STAMPS FARISH FUND
EIN:
74-6043019
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSES 95,661 28,408   67,253


TY 2024 OtherIncomeSchedule2
Name:
THE WILLIAM STAMPS FARISH FUND
EIN:
74-6043019
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 344,861 344,861 344,861
ROYALTY INCOME 5,859 5,859 5,859
MISCELLANEOUS INCOME 441 441 441


TY 2024 OtherIncreasesSchedule
Name:
THE WILLIAM STAMPS FARISH FUND
EIN:
74-6043019
Description Amount
DIFFERENCE IN FMV AND COST BASIS 24,687


TY 2024 OtherLiabilitiesSchedule
Name:
THE WILLIAM STAMPS FARISH FUND
EIN:
74-6043019
Description Beginning of Year - Book Value End of Year - Book Value
FEDERAL EXCISE TAX PAYABLE 48,097 0


TY 2024 OtherProfessionalFeesSchedule
Name:
THE WILLIAM STAMPS FARISH FUND
EIN:
74-6043019
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGER'S FEE 1,082,403 1,082,403   0


TY 2024 TaxesSchedule
Name:
THE WILLIAM STAMPS FARISH FUND
EIN:
74-6043019
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 317,652 0   0
PAYROLL TAXES 20,446 0   20,446