2024-03-05T12:29:18-05:00 2023-12-31 990PF 2023-01-01 471916319 MARK AND TRACIE MONROE FAMILY FOUNDATION % Mark Monroe MARK 8302200504 8800 CALERA DR AUSTIN TX 787351572 Mark Monroe President and Director 2024-03-05 2023 2023-04-26 12:10:37Z X 4285917 X X 148054 148054 0 17 691425 0 0 0 0 0 0 0 0 0 148071 148054 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 170 0 0 170 170 0 0 170 71500 71500 71670 0 0 71670 76401 148054 0 106706 14966 14966 0 0 0 0 334363 147393 147252 0 665611 1137676 1150545 0 2613322 2496368 2973154 0 0 0 0 3720002 3796403 4285917 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3720002 3796403 0 3720002 3796403 3720002 3796403 3720002 76401 3796403 3796403 2058 2058 2058 4107 0 0 4107 2049 0 2049 false false false 0 0 0 false false false false true true TX true false false false false true None Mark Monroe 8302200504 8800 CALERA DR AUSTIN TX 787351572 false false false false false false false false false false false false false false false false false false false false false Mark Monroe 8800 Calera Drive Austin TX 78735 President and Director 5.00 0 0 0 Tracie Monroe 8800 Calera Drive Austin TX 78735 Secretary and Director 0.50 0 0 0 Ashley Monroe 5200 Palermo Drive Bee Cave TX 78738 Director 0.50 0 0 0 Casady Monroe 1134 SE 60th Avenue Portland OR 97215 Director 0.50 0 0 0 4036960 28953 0 4065913 0 0 4065913 60989 4004924 200246 200246 2058 0 2058 198188 0 198188 0 198188 71670 0 0 0 0 71670 198188 70945 0 71670 70945 725 0 0 0 0 197463 0 Mark Monroe X Austin Smiles 9415 Burnet Road Austin TX 78758 No Relationship PC General support 7000 Austin Zoo PO Box 91808 Austin TX 78709 No Relationship PC General Support 10000 Bat Conservation International 500 N Capital of TX Hwy Building 1 201 Austin TX 78746 No Relationship PC Genral Support 750 Bee Cave Elementary PTO 14300 Hamilton Pool Road Austin TX 78738 No Relationship PC General Support 2000 Bike Loud PDX 2031 SE Harrison Street Portland OR 97214 No Relationship PC Genral Support 500 Caritas of Austin PO Box 1947 Austin TX 78767 No Relationship PC General Support 5000 Center for Child Protection 1027 Lohmans Crossing Road Suite 103 Lakeway TX 78734 No Relationship PC General Support 3000 Clan Munro USA Association 140 Eastbury Williamsburg VA 23188 No Relationship PC General Support 2500 Continental Resources Community Foundation PO Box 269000 Oklahoma City OK 73126 No Relationship PC General Support 1000 Emancipet 7010 Easy Wind Drive No 260 Austin TX 78752 No Relationship PC General Support 2000 Exodus 17 1818 SW Elise Place Troutdale OR 97060 No Relationship PC General Support 500 First Tee of Canton 2525 25th Street NE Canton OH 44705 No Relationship PC General Support 1500 For the Girls 1900 West Pasewalk Avenue Norfalk NE 68701 No Relationship PC General Support 1000 Glencoe Elementary PTA 825 SE 51st Avenue Portland OR 97215 No Relationship PC General Support 1500 Kinship House 1823 NE 8th Avenue Portland OR 97212 No Relationship PC General Support 5000 Lymphatic Education & Research Network 154 West 14 Street 2nd floor New York NY 10011 No Relationship PC General Support 500 Humane Society of Austin and Travis 124 West Anderson Lane Austin TX 78752 No Relationship PC General Support 250 Marie Equi Institute 6426 NE Rodney Street Portland OR 97211 No Relationship PC General Support 500 Make A Wish Foundation 1931 NW Military Highway San Antonio TX 78213 No Relationship PC General Support 250 McCombs School of Business 2100 Speedway Stop B6000 Austin TX 78712 No Relationship SO I General Support 1000 MD Anderson Cancer Center PO Box 301439 Houston TX 77230 No Relationship PC General Support 1000 Oregon Walks PO Box 2252 Portland OR 97208 No Relationship PC General Support 500 University of Oklahoma Foundation 1000 N Lincoln Boulevard Oklahoma City OK 73104 No Relationship SO I General Support 6000 P Ear 338 NW 6th Portland OR 97209 No Relationship PC General support 500 Period Inc 1801 NW Upshur Street Portland OR 97209 No Relationship PC General support 500 Portland Street Medicine 2717 NE Broadway Portland OR 97232 No Relationship PC General support 500 Project 440 600 S 49th Street Apt 2C Philadelphia PA 19143 No Relationship PC General support 500 Providence Portland Medical Foundation 4805 NE Glisan Street Portland OR 97213 No Relationship PC General support 500 Rahabs Sisters PO Box 90234 Portland OR 97290 No Relationship PC General support 5000 Rise Against Hunger 4801 Glenwood Avenue Suite 200 Raleigh NC 27612 No Relationship PC General support 500 Riverbend Church 4214 Capital of Texas Highway North Austin TX 78746 No Relationship PC General support 150 Roots of Success 231 2nd Street Berkley CA 94110 No Relationship PC General support 500 Salvation Army of Texas 1221 River Bend Drive Dallas TX 75247 No Relationship PC General Support 100 Switch Energy Alliance 3550 Oakmont Boulevard Austin TX 78731 No Relationship PC General support 5000 Texas Childrens Hospital 6621 Fannin Street Houston TX 77030 No Relationship PC General support 1000 Umbrella PO Box 14442 Portland OR 97293 No Relationship PC General support 500 USA Hello PO Box 15167 Portland OR 97293 No Relationship PC General support 500 Write Around Portland 133 SW 2nd Avenue Suite 304 Portland OR 97204 No Relationship PC General support 2500 71500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 false false false false false false false false false false Sale of Allspring Treasuries 2023-01 Purchase 2023-12 Sale of Allspring Treasuries 340025 340034 0 0 Sales of SHV 2023-01 Purchase 2023-12 Sales of SHV 351400 351374 0 0 Ally Financial 6.05 percent due 12-2025 100000 99092 Bank of America 5.45 percent due 12-2037 multi-step 99955 98081 Barclays 5.5 percent due 1-2025 100000 98555 Continental Resources 4.375 percent due 1-2028 93255 96822 Diamondback Energy 6.25 percent due 3-2033 51729 53426 GMAC 8 percent due 11-2031 105160 109550 Pioneer Natural Resources 7.2 percent due 1-2028 106639 107350 Wells Fargo 5.6% due 7/2026 multi-step 50000 49951 HP 5.5% due 1/2033 98707 102624 OGE 5.4% due 1/2033 104737 103966 Toyota Motor 5.55% due 11/2030 51513 52699 Oneok 4.55% due 7/2028 97524 98652 John Deere Capital 5.15% due 9/2033 51623 52539 Ally Financial 8% due 2/2031 26834 27238 334363 147252 147393 147252 2820 Shares of DVY ETF 305280 330560 5550 Shares of SCHD ETF 364788 422522 1645 Shares of SPY ETF 445488 781885 3220 Shares of VYM ETF 307687 359449 400 Shares of VTV ETF 59471 59800 500 Shares of SDY ETF 63540 62485 1300 Shares of SPHD ETF 59923 55133 600 Shares of VLUE ETF 63732 60696 1000 Shares of VYMI ETF 67760 66490 2550 Shares of VCLT ETF 201000 204382 1100 Shares of VCIT ETF 86488 89408 Manufacturers 4.8 percent CD due 3-2024 250000 249737 Morgan Stanley 4.75 percent CD due 12-2023 0 0 2000 Shares of Allstate 7.375% preferred stock 50000 54000 1475 Shares of SPDR S&P 500 High Dividend SPYD 54705 57805 2750 Shares of SPIB ETF 88165 90282 1150 Shares of Energy Transfer 7.6% preferred stock 28341 28520 Form 990-PF preparation for 2022 year 170 0 0 170