2025-05-07T09:24:20-05:00 2024-06-30 741699466 FITTS ROBERTS KOLKHORST & CO PC 5718 WESTHEIMER STE 1900 HOUSTON TX 77057 990 2023-07-01 760221236 ST AGNES ACADEMY FOUNDATION INC STAG 7132195400 9000 BELLAIRE BLVD HOUSTON TX 77036 JENNIFER BARRON PRESIDENT 7132195461 2025-05-06 1 1 KATHRYN T GIBSON CPA P00978886 7132605230 2025-05-06 2023 2025-03-06 01:10:19Z JENNIFER BARRON 9000 BELLAIRE BLVD HOUSTON TX 77036 4193399 0 X WWW.ST-AGNES.ORG X 1986 TX PROVIDE SUPPORT FOR CURRENT AND FUTURE FINANCIAL NEEDS OF ST. AGNES ACADEMY. 8 8 0 7 0 0 3132906 285581 0 0 227497 869262 0 0 3360403 1154843 771000 969000 0 0 0 0 0 0 0 106608 122197 877608 1091197 2482795 63646 28152539 30729988 0 0 28152539 30729988 TO PROVIDE STEWARDSHIP OF ASSETS THROUGH SOLICITATION, PRESERVATION, INVESTMENT & MANAGEMENT OF CHARITABLE CONTRIBUTIONS IN ORDER TO PROVIDE FINANCIAL SECURITY & SUPPORT FOR ST. AGNES ACADEMY IN THE CONTEXT OF THE FOUR PILLARS OF DOMINICAN SCHOOLS. 0 0 969000 969000 PROVIDED FINANCIAL SUPPORT TO ST. AGNES ACADEMY FOR ITS EDUCATIONAL FUNCTIONS AND ACTIVITIES. 969000 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X YEN FITE 7132195461 9000 BELLAIRE BLVD HOUSTON TX 77036 X JOSE ENRIQUEZ TRUSTEE 0.50 X 0 0 0 SR DONNA POLLARD OP TRUSTEE 0.50 X 0 0 0 KAREN JAKUBACK HEAD OF SCHOOL 1.50 X X 0 0 0 JENNIFER CAMPBELL NIX '09 TRUSTEE 0.50 X 0 0 0 TIMOTHY H DAY TRUSTEE 0.50 X 0 0 0 ARTHUR TRAVIS WILLIAMS TRUSTEE 0.50 X 0 0 0 JENNIFER L BARRON '91 PRESIDENT 1.50 X X 0 0 0 DAVID FISHER TRUSTEE 0.50 X 0 0 0 0 0 0 0 0 0 0 0 250000 35581 285581 719299 719299 3188519 3038556 149963 149963 149963 1154843 0 0 869262 969000 969000 INVESTMENT EXPENSES 115916 115916 OTHER EXPENSES 6281 6281 1091197 969000 122197 0 398342 67074 1677640 739207 26076557 29923707 28152539 30729988 0 0 X 7650433 7164194 20502106 23565794 28152539 30729988 28152539 30729988 63646 2513803 0 X X 0 1 X 1 0 X X 1 ST AGNES ACADEMY INC 741180196 2 1 969000 0 1 969000 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 28152539 285581 3383064 969000 122196 30729988 23472430 3132905 2424812 771000 106608 28152539 22285257 4063505 -2248619 525000 102713 23472430 16661058 2731417 3449501 460000 96719 22285257 15324083 1013978 817779 426000 68782 16661058 0.23000 0.29000 0.48000 0 0 0 X 3668645 2513802 2513802 1154843 0 1154843 1091197 0 1091197 0 1091197 PART V, LINE 4: TO GENERATE INVESTMENT EARNINGS TO BE USED FOR SUPPORT OF ST. AGNES ACADEMY FOR THE GENERAL OR THE SPECIFIC EDUCATIONAL PURPOSES FOR WHICH THE RESPECTIVE ENDOWMENT FUNDS WERE RESERVED. PART X, LINE 2: THE ACADEMY AND THE FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FINANCIAL ACCOUNTING STANDARDS BOARD PROVIDES GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE ACADEMY'S TAX POSITIONS AND CONCLUDED THAT THE ACADEMY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. 1 ST AGNES ACADEMY INC 9000 BELLAIRE BLVD HOUSTON TX 77036 741180196 501(C)(3) 969000 0 STUDENT FINANCIAL AID AND OTHER SCHOOL EXPENSES PART I, LINE 2: THE FOUNDATION TRUSTEES RECEIVE PERIODIC REPORTS FROM THE SUPPORTED ORGANIZATION (ST. AGNES ACADEMY) CONCERNING ACTUAL USE OF GRANTS/CONTRIBUTIONS FOR THE INTENDED PURPOSES AND JOINTLY MEET WITH THE TRUSTEES AND OFFICERS OF THE SUPPORTED ORGANIZATION ANNUALLY TO REVIEW USE OF THE CONTRIBUTIONS FOR THE PRECEDING YEAR AND TO DISCUSS THE NEEDS AND USES FOR FUTURE CONTRIBUTIONS FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED IN DETAIL BY THE CHIEF ACCOUNTANT FOR THE FOUNDATION AND FOR ST. AGNES ACADEMY AND THEN REVIEWED BY THE PRESIDENT OF THE FOUNDATION BEFORE IT IS FILED. A COPY OF FORM 990 IS ALSO PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR INFORMATION AND REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE PERIODIC MEETINGS OF THE TRUSTEES, THE MEMBERS ARE REMINDED OF THEIR FIDUCIARY RESPONSIBLITY TO ABSTAIN FROM DISCUSSION AND DECISIONS IN CIRCUMSTANCES OF AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST AND TO ADVISE THE PRESIDENT OF SUCH ACTUAL OR PERCEIVED CONFLICT, AS PROVIDED IN THE WRITTEN CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE VIA WEBSITE ACCESS FOR THE TRUSTEES OF THE FOUNDATION AND ARE AVAILABLE TO THE PUBLIC UPON SPECIFIC WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION THROUGH ITS BOARD AND ITS FINANCE COMMITTEE HAS NOT CHANGED EITHER ITS AUDIT OVERSIGHT PROCESS OR INDEPENDENT ACCOUNTANT SELECTION PROCESS DURING THE TAX YEAR. ST AGNES ACADEMY INC 9000 BELLAIRE BLVD HOUSTON TX 77036 741180196 PROVIDES CATHOLIC COLLEGE PREPATORY EDUCATION TO YOUNG WOMEN TX 501(C)(3) 509(A)(1) N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ST AGNES ACADEMY INC B 969000 CASH AMOUNT PAID/RECEIVED ST AGNES ACADEMY INC C 250000 CASH AMOUNT PAID/RECEIVED