2024-10-08T13:42:01-05:00 2023-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2023-01-01 766088628 The Clarewood House Charitable Trust CLAR 7137745821 7400 Clarewood Drive Houston TX 77036 Patrick Pheifer Executive Director 7137745821 2024-10-08 1 0 Barbara Murphy P01386215 7134395739 2024-10-07 2023 2024-10-15 13:58:12Z Patrick Pheifer 7400 Clarewood Drive Houston TX 77036 1481252 0 X www.clarewoodhouse.com X 1993 TX The Clarewood House Charitable Trust provides support to Clarewood House, Inc. 4 3 0 3 0 0 26882 41251 0 0 869592 402286 0 0 896474 443537 389993 236021 0 0 0 0 0 0 0 69873 62982 459866 299003 436608 144534 12400845 14157154 15272 16645 12385573 14140509 The Clarewood House Charitable Trust provides support to Clarewood House, Inc. by operating and managing endowment funds to be used for charitable purposes in which Clarewood House, Inc. engages. 0 0 236021 236021 The Clarewood House Charitable Trust helps support the Clarewood House mission of providing comfortable, secure apartment living for senior adults. Gifts made to the Trust also help expand the services and amenities that provide comfort and care to the residents. 236021 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 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 4 3 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X Patrick Pheifer 7137745821 7400 Clarewood Dr Houston TX 77036 Richard Spaw Chair 1.00 1.00 X X 0 0 0 Gary B Maddox Vice Chair 1.00 1.00 X X 0 0 0 Jim Harrison Secretary/Treasurer 1.00 1.00 X X 0 0 0 Patrick Pheifer Executive Director 1.00 40.00 X X 0 364161 24655 Philip Nathans Director 1.00 1.00 X 0 0 0 0 364161 24655 0 0 1 0 0 41251 41251 526248 526248 913753 1037715 -123962 -123962 -123962 443537 0 0 402286 236021 236021 6550 6550 56322 56322 110 110 299003 236021 62982 0 35219 77542 12295751 14009737 69875 69875 12400845 14157154 3326 4598 11946 12047 15272 16645 X 11115274 12670242 1270299 1470267 12385573 14140509 12400845 14157154 144534 1610402 0 X 0 1 X 1 0 X X 1 Clarewood House Inc 741468123 10 1 299003 0 1 299003 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 6993200 1226187 8219387 8575694 -1582494 6993200 7331324 1244370 8575694 6488172 843152 7331324 5281455 1206717 6488172 0.82112 0.05972 0.11916 0 0 0 Due to Clarewood House 12047 12047 Part IV, Line 2b: The Clarewood Residents Association provides gratuities for workers at Clarewood House. Clarewood House Charitable Trust accepts gratuities from its residents, and the residents disburse them to specific employees. These are agency transactions, and they have set up liability and a corresponding cash account. Part V, Line 4: Endowment funds provide financial assistance and support for the various residents at Clarewood House. 1 Clarewood House Inc 7400 Clarewood Dr Houston TX 77036 741468123 501(c)(3) 236021 0 Resident assistance 1 0 Part I, Line 2: The organization only makes grants to its supported organization. The close relationship between the two organization's governing bodies serves to monitor the use of funds. 0 0 0 0 0 0 0 0 0 Patrick Pheifer Executive Director 0 282926 0 81235 0 0 0 16579 0 8076 0 388816 0 0 Part I, Line 3: The compensation package for the Executive Director of Clarewood House, Inc. is subject to review and approval of the Executive Committee to maintain reasonable compensation standards in line with market conditions. The Executive Committee determines the Executive Director's salary based on salary surveys. Form 990, Part VI, Section A, line 6 The Clarewood House, Inc. is the sole member of The Clarewood House Charitable Trust. Form 990, Part VI, Section A, line 7a Each successor to a trustee whose term shall have expired shall be elected at the annual meeting of the trust members for the year in which such trustee expired. Form 990, Part VI, Section B, line 11b The Chief Financial Officer and Executive Director review the draft of Form 990 and accompanying schedules. A copy of the Form is available to the board before filing with the IRS. Form 990, Part VI, Section B, line 12c All board members and officers of Clarewood House Inc. must disclose potential conflicts by completing an annual conflict of interest questionnaire. Clarewood's conflict of interest policy guides how conflicts are enforced and addressed. The governing board will exercise due diligence, which includes understanding the nature of the conflict and evaluating alternatives to any potential or actual conflict. If the governing board decides to consider a transaction involving a conflict, the conflicting member is excluded from both final deliberations and voting. Such actions, if they occur, are documented by the governing board. Clarewood's conflict of interest policy also addresses procedures for addressing any members' failure to disclose actual or possible conflicts of interest. Form 990, Part VI, Section C, line 19 Upon request. Clarewood House Inc 7400 Clarewood Dr Houston TX 77036 741468123 Retirement Community TX 501(c)(3) Line 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0