2025-02-03T14:12:29-06:00 2023-12-31 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2023-01-01 277099515 THE LINBECK FAMILY CHARITABLE TRUST LINB 7133332200 515 POST OAK BLVD 1000 HOUSTON TX 77027 STEPHEN D MAISLIN VICE PRESIDENT/SECRETARY/TRUSTEE 7133332200 2025-02-03 1 1 STEVEN TALBOT P01695427 5058787200 2025-02-03 2023 2025-03-06 01:10:19Z STEPHEN D MAISLIN 515 POST OAK BLVD 1000 HOUSTON TX 77027 46829686 0 X N/A X 2010 TX THE MISSION OF THE LINBECK FAMILY CHARITABLE TRUST IS TO IMPROVE THE LIVES OF OTHERS, PRIMARILY IN THE GREATER METROPOLITAN HOUSTON AREA, BY MAKING GRANTS TO ORGANIZATIONS IN THE AREAS OF HEALTH, EDUCATION, AND HUMAN SERVICES. 3 1 0 1 2781750 1387460 250000 44046754 0 0 423 1182 0 2781750 250423 46829686 364000 25310304 0 0 0 0 0 0 0 12650 13634 376650 25323938 -126227 21505748 6496231 25221879 0 1660 6496231 25220219 THE MISSION OF THE LINBECK FAMILY CHARITABLE TRUST IS TO IMPROVE THE LIVES OF OTHERS, PRIMARILY IN THE GREATER METROPOLITAN HOUSTON AREA, BY MAKING GRANTS TO ORGANIZATIONS IN THE AREAS OF HEALTH, EDUCATION, AND HUMAN SERVICES. 0 0 25322278 25310304 THE LINBECK FAMILY CHARITABLE TRUST DONATED $25,310,304 TO VARIOUS TAX-EXEMPT ORGANIZATIONS DURING 2023. 25322278 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 3 1 0 0 0 0 0 0 0 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 STEPHEN D MAISLIN VICE PRESIDENT/SECRETARY/TRUSTEE 1.00 40.00 X X 0 710376 51450 REBECCA HOVE TREASURER/TRUSTEE 1.00 40.00 X X 0 237648 26641 LEO LINBECK III PRESIDENT/TRUSTEE 1.00 0.00 X X 0 0 0 0 948024 78091 0 0 1 0 0 44046754 43950020 44046754 1182 1182 UBTI FROM PARTNERSHIP INTEREST 230000 2781750 2781750 2781750 46829686 0 2781750 1182 25310304 25310304 10000 10000 1944 1944 1660 1660 16 16 14 14 25323938 25322278 1660 0 8643 3075 6487588 25218804 6496231 25221879 0 1660 0 1660 X 6496231 25220219 6496231 25220219 6496231 25221879 X 21505748 -10 -2781750 X 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. THESE GRANTS WERE DISTRIBUTED AFTER APPROVAL OF THE BOARD OF DIRECTORS OF THE ORGANIZATION, THE MAJORITY OF WHOSE MEMBERS ARE APPOINTED BY THE GREATER HOUSTON COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION. THIS APPROVAL IS EVIDENCE THAT THESE GRANTS SUPPORT AND BENEFIT THE GREATER HOUSTON COMMUNITY FOUNDATION AND ITS MISSION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 LIMITED MARKETABLE INVESTMENTS 25218804 F 25218804 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 ST AUGUSTINE TRUST 777 MAIN ST STE 2850 FORT WORTH TX 76102 931874064 501(C)(3) 0 25218804 FMV 50% INTEREST IN AQUINAS COMPANIES, LLC PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONS-SINGLE ORGANIZATION SUPPORT MAGNOLIA SCHOOL 9902 LONG POINT ROAD HOUSTON TX 77055 463101988 501(C)(3) 15000 0 EDUCATION-SINGLE ORGANIZATION SUPPORT FAMILIES EMPOWERED 2050 N LOOP W SUITE 230 HOUSTON TX 77018 271912105 501(C)(3) 15000 0 EDUCATION-EDUCATIONAL SERVICES ST JOHN VIANNEY CATHOLIC CHURCH 625 NOTTINGHAM OAKS TRAIL HOUSTON TX 77079 530196617 501(C)(3) 15000 0 RELIGION FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS PO BOX 17408 DENVER CO 80217 841522811 501(C)(3) 10000 0 RELIGION-RELATED-ROMAN CATHOLIC ARCHDIOCESE OF GALVESTON-HOUSTON 1700 SAN JACINTO STREET HOUSTON TX 770028291 746018777 501(C)(3) 10000 0 RELIGION-RELATED-ROMAN CATHOLIC ST JOHN XXIII INC 1800 WEST GRAND PARKWAY N KATY TX 77449 760676214 501(C)(3) 10000 0 EDUCATION-SECONDARY & HIGH SCHOOLS CENTER FOR OPPORTUNITY URBANISM C/O MIKE BARNHART TREASURER 3900 ESSEX LANE SUITE 1200 HOUSTON TX 77027 472241225 501(C)(3) 7500 0 COMMUNITY IMPROVEMENT & CAPACITY BUILDING-URBAN & COMMUNITY ECONOMIC DEVELOPMENT 8 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. 0 1 0 0 0 0 0 0 0 STEPHEN D MAISLIN VICE PRESIDENT/SECRETARY/TRUSTEE 0 522682 0 150000 0 37694 0 19800 0 31650 0 761826 0 0 REBECCA HOVE TREASURER/TRUSTEE 0 200148 0 37500 0 0 0 14374 0 12267 0 264289 0 0 PART I, LINE 4B THE RELATED ORGANIZATION HAS ENTERED INTO A DEFERRED COMPENSATION AGREEMENT WITH AN EXECUTIVE EMPLOYED BY GREATER HOUSTON COMMUNITY FOUNDATION. THE TERM OF THE AGREEMENT IS COEXTENSIVE WITH THE TERM OF THE EMPLOYEE'S EMPLOYMENT WITH THE FOUNDATION. THE AGREEMENT PROVIDES ONLY DEFERRED AND CONTINGENT COMPENSATION WHICH IS PAYABLE AS THE EMPLOYEE BECOMES VESTED IN THAT COMPENSATION. THE AMOUNT RECEIVED UNDER THIS AGREEMENT IN 2023 WAS $37,694. X 1 43950020 FMV 1 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS 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 FINANCIALS FOR THE RELATED ORGANIZATION, GREATER HOUSTON COMMUNITY FOUNDATION, MAY BE REQUESTED BY CALLING THE OFFICE. FORM 990, PART XI, LINE 9: UBTI FROM PARTNERSHIP NOT REPORTED ON BOOKS -2,781,750. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES TO THE OVERSIGHT PROCESS OR THE SELECTION PROCESS FROM PRIOR YEARS. 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 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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 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 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