2024-11-14T17:20:44-06:00 2023-12-31 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2023-01-01 202984875 FRANK LIU JR FOUNDATION FRAN 7133332200 515 POST OAK BLVD 1000 HOUSTON TX 77027 MICHAEL D PAWSON MEMBER OFFICER 7133332200 2024-11-13 1 1 STEVEN TALBOT P01695427 5058787200 2024-11-13 2023 2024-10-15 13:58:12Z FRANK LIU 515 POST OAK BLVD 1000 HOUSTON TX 77027 2483556 0 6291 X N/A X 2005 TX PROVIDE SUPPORT FOR 501(C)(3) ORGANIZATIONS 3 3 0 3 0 0 14982658 103 0 0 8416 -15856 0 0 14991074 -15753 480668 1064500 0 0 0 0 0 0 0 24860 25724 505528 1090224 14485546 -1105977 25772876 25470082 0 2370 25772876 25467712 PROVIDE SUPPORT FOR 501(C)(3) ORGANIZATIONS 0 0 1087854 1064500 THE FRANK LIU JR. FOUNDATION DONATED $1,064,500 TO VARIOUS TAX-EXEMPT ORGANIZATIONS DURING 2023. 1087854 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 1 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X NELSON HERNANDEZ 7133332200 515 POST OAK BLVD SUITE 1000 HOUSTON TX 77027 X FRANK LIU PRESIDENT/DIRECTOR 1.00 0.00 X X 0 0 0 HELEN GHOZALI VICE PRESIDENT/SECRETARY/DIRECTOR 1.00 0.00 X X 0 0 0 KIRBY LIU VICE PRESIDENT/TREASURER/DIRECTOR 1.00 0.00 X X 0 0 0 0 0 0 0 0 0 0 0 103 103 29483 29483 2453970 2499309 -45339 -45339 -45339 -15753 0 0 -15856 1064500 1064500 20828 20828 475 475 2370 2370 2048 2048 3 3 1090224 1087854 2370 0 173405 369780 14903587 13349900 1067541 2533926 9628343 9216476 25772876 25470082 2370 0 2370 X 10869289 12117812 14903587 13349900 25772876 25467712 25772876 25470082 X -1105977 354500 446313 X 0 1 X 1 0 X X X 1 GREATER HOUSTON COMMUNITY FOUNDATION 237160400 8 1 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: THE PURPOSE OF THIS ORGANIZATION IS TO SUPPORT THE GREATER HOUSTON COMMUNITY FOUNDATION. THIS ORGANIZATION PROVIDED SUPPORT (IN THE FORM OF GRANTS) TO OTHER ORGANIZATIONS THAT SUPPORT THE GREATER HOUSTON COMMUNITY FOUNDATION'S MISSION OF EXPANDING PHILANTHROPIC IMPACT. THE GREATER HOUSTON COMMUNITY FOUNDATION IS THE SOLE MEMBER OF FRANK LIU JR. FOUNDATION, WHICH IS ADDITIONAL EVIDENCE THAT THESE GRANTS SUPPORT, BENEFIT, AND HAVE THE APPROVAL OF THE GREATER HOUSTON COMMUNITY FOUNDATION. 0 1237908 F LIMITED MARKETABLE INVESTMENTS 7978568 F 9216476 X PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3). HOWEVER, THE FOUNDATION IS SUBJECT TO TAXES ON UNRELATED BUSINESS INCOME. THE FOUNDATION HAD NO SIGNIFICANT UNRELATED BUSINESS INCOME IN 2023 AND 2022. THE FOUNDATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. BASED ON AN EVALUATION OF ITS TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED. TAX PENALTIES AND INTEREST, IF ANY, WOULD BE ACCRUED AS INCURRED AND WOULD BE CLASSIFIED AS GENERAL AND ADMINISTRATIVE EXPENSE IN THE STATEMENT OF ACTIVITIES. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 299178 0 0 0 0 0 0 299178 0 299178 0 0 0 1 1 0 PART I, LINE 3: ACCRUAL 1 WILLIAM MARSH RICE UNIVERSITY MS 532 PO BOX 1892 HOUSTON TX 77251 741109620 501(C)(3) 840000 0 EDUCATIONAL BAYLOR COLLEGE OF MEDICINE PO BOX 4976 HOUSTON TX 77210 741613878 501(C)(3) 100000 0 HEALTH CARE-RESEARCH INSTITUTES & PUBLIC POLICY ANALYSIS CONTEMPORARY ARTS MUSEUM HOUSTON 5216 MONTROSE BLVD HOUSTON TX 77006 741093771 501(C)(3) 35000 0 ARTS, CULTURE & HUMANITIES-ART MUSEUMS ST JOHN'S SCHOOL 2401 CLAREMONT LANE HOUSTON TX 77019 741185668 501(C)(3) 15000 0 EDUCATION-ELEMENTARY & SECONDARY SCHOOLS UNIVERSITY OF CONNECTICUT FOUNDATION INC 2390 ALUMNI DRIVE UNIT 3206 STORRS CT 062693206 066070722 501(C)(3) 14000 0 EDUCATION-SINGLE ORGANIZATION SUPPORT MENDCENTER FOUNDATION 519 HEIGHTS BLVD HOUSTON TX 77007 833910838 501(C)(3) 10000 0 MENTAL HEALTH & CRISIS INTERVENTION-MENTAL HEALTH TREATMENT PFLAG HOUSTON PO BOX 667665 HOUSTON TX 77266 760372170 501(C)(3) 10000 0 HUMAN SERVICES HOLOCAUST MUSEUM HOUSTON 5401 CAROLINE STREET HOUSTON TX 77004 760331398 501(C)(3) 10000 0 CIVIL RIGHTS, SOCIAL ACTION & ADVOCACY-CIVIL RIGHTS, SOCIAL ACTION & ADVOCACY N.E.C. BELLAIRE UNITED METHODIST CHURCH 4417 BELLAIRE BOULEVARD BELLAIRE TX 77401 741166901 501(C)(3) 7000 0 RELIGION-RELATED-PROTESTANT 9 0 PART I, LINE 2: GRANTS RECOMMENDED ARE PROCESSED AFTER DUE DILIGENCE IS COMPLETED TO VERIFY THE GRANTEE ORGANIZATION'S NONPROFIT STATUS, AND THE PROCESS INCLUDES VERIFICATION THAT GRANT FUNDS ARE RECEIVED BY THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 2 FRANK LIU, PRESIDENT, AND KIRBY LIU, VICE PRESIDENT - FAMILY RELATIONSHIP FRANK LIU, PRESIDENT, AND HELEN GHOZALI, VICE PRESIDENT - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS AS ITS SOLE MEMBER, THE GREATER HOUSTON COMMUNITY FOUNDATION, A TEXAS NONPROFIT CORPORATION. THE FOLLOWING MATTERS ARE RESERVED TO THE MEMBER AND SHALL REQUIRE THE AFFIRMATIVE ACTIONS OF THE MEMBER TO BE EFFECTIVE: (A) MERGER, ACQUISITION OR CONSOLIDATION OF THE CORPORATION; (B) BORROWING OR LENDING OF MONEY OR THE CREATION OF INDEBTEDNESS THROUGH THE GUARANTY OF ANOTHER'S DEBT OR SIMILAR ACTION; (C) REMOVAL, AT ANY TIME, IN ITS SOLE DISCRETION, WITH OR WITHOUT CAUSE, ONE OR MORE MEMBERS (EACH A "DIRECTOR") OF THE BOARD OF DIRECTORS OF THE CORPORATION (THE "BOARD OR "BOARD OF DIRECTORS"); AND (D) IMPOSING ANY RESTRICTION ON THE CORPORATION FOR ANY ACTIVITY OR TRANSACTION THAT WOULD RESULT IN THE LOSS BY THE CORPORATION OF ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(A) OF THE CODE, OR CORRESPONDING PROVISIONS HEREAFTER IN EFFECT, AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE, OR CORRESPONDING PROVISIONS HEREAFTER IN EFFECT. FORM 990, PART VI, SECTION A, LINE 7B THE DECISIONS THAT REQUIRE AFFIRMATIVE ACTION OF THE MEMBER ARE DETAILED IN THE ABOVE ANSWER TO PART VI, LINE 6. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL DOCUMENT WAS DISTRIBUTED VIA EMAIL TO THE BOARD MEMBERS FOR REVIEW PRIOR TO FILING. THE CONTROLLER OF THE GREATER HOUSTON COMMUNITY FOUNDATION INITIALLY REVIEWS THE 990. UPON THE RESOLUTION OF ANY QUESTIONS RAISED BY THIS INDIVIDUAL AND ANY CHANGES THAT RESULT FROM THIS REVIEW, THE COMPLETED DOCUMENT IS THEN DISTRIBUTED TO THE PRINCIPAL OFFICER FOR REVIEW. ONCE REVIEWED BY THIS INDIVIDUAL, AND UPDATED WITH ANY CHANGES, A FINALIZED COPY IS PROVIDED TO THIS INDIVIDUAL FOR FINAL REVIEW AND APPROVAL, PRIOR TO DISTRIBUTION TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL DIRECTORS, NON-DIRECTOR COMMITTEE MEMBERS, AND EMPLOYEES ANNUALLY. THEY ARE ASKED TO ACKNOWLEDGE RECEIPT BY RETURNING A SIGNED ACKNOWLEDGMENT. WHEN DISCUSSION OCCURS AND/OR VOTES ARE TAKEN IN COMMITTEE AND/OR BOARD MEETINGS AND A MEMBER INDICATES A CONFLICT OF INTEREST, SUCH CONFLICTS ARE NOTED IN THE MINUTES OF THE MEETING AND THE MEMBER ABSTAINS FROM ANY VOTE TAKEN. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE CERTIFICATE OF FORMATION, BYLAWS, AND CONFLICT OF INTEREST POLICY MAY BE OBTAINED BY CALLING THE OFFICE. THE ORGANIZATION'S FINANCIALS ARE NOT SEPARATELY AUDITED. A COPY OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR THE RELATED ORGANIZATION, THE GREATER HOUSTON COMMUNITY FOUNDATION, MAY BE REQUESTED BY CALLING THE OFFICE. FORM 990, PART XI, LINE 9: REVERSAL OF PLEDGE DISCOUNT 446,313. AALMAAH FUND 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 862437209 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 APEX HERITAGE FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 882103524 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 BARBARA BUSH HOUSTON LITERACY FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 465037878 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 BILL AND SARA MORGAN REAL ESTATE FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 760651865 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 CENTER FOR COMMUNITY INITIATIVES OF GREATER HOUSTON COMMUNITY FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 760656975 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 COMISKEY FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 311620240 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 CONNECTIVE 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 843567749 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 FIGHTFORUS 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 851044824 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 GFGH FUNDRAISING 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 862471697 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 GREAT SOUTHWEST EQUESTRIAN FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 813819013 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 GREATER HOUSTON COMMUNITY FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 237160400 PROVIDE SERVICES AND FINANCIAL ASSISTANCE TO THE COMMUNITY TX 501(C)(3) LINE 8 N/A 0 HOPE BIOSCIENCES STEM CELL RESEARCH FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 843802908 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 HOUSTON COALITION AGAINST HATE 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 850792466 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 HOUSTON IN ACTION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 830940984 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 LEWIS FAMILY CHARITABLE FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 134229533 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 MENTAL HEALTH CHANNEL 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 814350322 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 THE HOUSTON FUND FOR SOCIAL JUSTICE AND ECONOMIC EQUITY 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 853674651 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 THE LINBECK FAMILY CHARTIABLE TRUST 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 277099515 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 VIRANI FAMILY FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 862515859 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 WITHMERCI FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 831178054 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 WOODNEXT PHILANTHROPIES 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 881330756 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 WOODWAY SUPPORTING FOUNDATION 3 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 823398078 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 WOODWAY SUPPORTING FOUNDATION 5 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 851090393 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 WOODWAY SUPPORTING FOUNDATION 6 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 851095295 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 WOODWAY SUPPORTING FOUNDATION 8 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 854192431 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 WOODWAY SUPPORTING FOUNDATION 9 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 862422055 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 WOODWAY SUPPORTING FOUNDATION 13 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 862532402 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 WOODWAY SUPPORTING FOUNDATION 14 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 834581994 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 WOODWAY SUPPORTING FOUNDATION 16 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 882132218 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 WOODWAY SUPPORTING FOUNDATION 17 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 882170446 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 WOODWAY SUPPORTING FOUNDATION 18 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 760603592 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0