2024-11-11T18:06:23-06:00 2023-12-31 741988615 JOHNSON & WURZER PC 820 GESSNER SUITE 800 HOUSTON TX 77024 990PF 2023-01-01 760507294 THE CLARENCE WESTBURY FOUNDATION CLAR 7136272440 820 GESSNER 800 HOUSTON TX 77024 MOLLY K WURZER SECRETARY & TREASURER 7136272440 2024-11-11 1 0 DENISE M STONER P01235366 7136272440 2023 2024-10-15 13:58:12Z X 11544807 X 0 X 49919 49919 264091 264091 -80670 2297390 0 233340 314010 0 0 0 51188 51188 0 7222 3222 0 23879 23879 0 82289 78289 0 165500 165500 247789 78289 165500 -14449 235721 8345 22653 22653 273744 3091441 3091441 6145438 4133062 6956876 2118724 1284646 1473837 8546251 8531802 11544807 0 0 X 8546251 8531802 0 0 0 0 8546251 8531802 8546251 8531802 8546251 -14449 0 8531802 0 8531802 AB EMERGING MARKETS PORTFOLIO P 2022-12-01 2023-12-31 759809 854445 -94636 -94636 AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO P 2022-12-01 2023-12-31 1048613 1122803 -74190 -74190 AB SMALL CAP CORE PORTFOLIO P 2022-12-01 2023-12-31 126188 104337 21851 21851 BERNSTEIN & CO.- U.S. STOCKS P 2022-12-01 2023-12-31 349697 296475 53222 53222 FIR TREE REAL ESTATE FUND (CAYMAN) LTD. P 2022-12-01 2023-12-31 640 640 640 CAPITAL GAINS DIVIDENDS P 12443 12443 12443 -80670 3277 0 3277 0 3277 2879 0 2100 0 4979 X 0 1702 1702 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 1 0 1 N/A THE CLARENCE WESTBURY FOUNDATION 7136272440 820 GESSNER SUITE 800 HOUSTON TX 77024 1 CJ EI GK 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 CLEMENCE BOISSONNAS-MOLIN 820 GESSNER SUITE 800 HOUSTON TX 77024 PRESIDENT 4.00 0 0 0 DOROTHEE BOISSONNAS-BUSSE 820 GESSNER SUITE 800 HOUSTON TX 77024 VICE PRESIDENT/DIRECTOR 1.00 0 0 0 BERTRAND COSTE 820 GESSNER SUITE 800 HOUSTON TX 77024 DIRECTOR 1.00 0 0 0 MOLLY K WURZER 820 GESSNER SUITE 800 HOUSTON TX 77024 SECRETARY-TREASURER 1.00 0 0 0 GLENN H JOHNSON 820 GESSNER SUITE 800 HOUSTON TX 77024 ASSISTANT SECR-TREAS-TO 12/21/23 0.10 0 0 0 DENISE M STONER 820 GESSNER SUITE 800 HOUSTON TX 77024 ASSISTANT SECR-TREAS-FROM 12/21/23 0.10 0 0 0 NONE 0 JOHNSON & WURZER PC 820 GESSNER SUITE 800 HOUSTON TX 77024 LEGAL, ACCOUNTING AND ADMINISTRATION 51188 0 0 7475409 1381137 1984155 10840701 0 0 10840701 162611 10678090 533905 533905 3277 3277 530628 0 530628 0 530628 165500 0 165500 530628 0 0 598653 329374 214904 79358 1222289 165500 0 0 0 165500 0 365128 365128 857161 0 0 0 0 0 0 233525 623636 329374 214904 79358 X BE AN ANGEL FUND 2003 ALDINE BENDER HOUSTON TX 77032 PC GENERAL SUPPORT 22000 THE BRICK CHURCH SCHOOL 62 EAST 92ND STREET NEW YORK NY 10128 PC FACULTY FUND 6000 FACE FOUNDATION 972 FIFTH AVENUE NEW YORK NY 10075 PC GENERAL SUPPORT/FRENCH FOR ALL 22500 THE FILM COLLABORATIVE 3405 CAZADOR STREET LOS ANGELES CA 99065 PC FRIENDS OR FOES PROJECT 3500 FORGOTTEN ANGELS FOUNDATION 6302 BROADWAY STREET 240 PEARLAND TX 77581 PC GENERAL SUPPORT 5000 MENIL FOUNDATION 1519 BRANARD ST HOUSTON TX 77006 PC GALA PROJECT 18000 PERIWINKLE FOUNDATION 3400 BISSONNET ST STE 185 HOUSTON TX 77005 PC GENERAL SUPPORT 30000 SAINT BERNARD'S SCHOOL 4 EAST 98TH STREET NEW YORK NY 10029 PC ANNUAL FUND/TUTORING FOR FINANCIAL AID STUDENTS 33000 SEVENTH REGIMENT ARMORY CONSERVANCY INC 643 PARK AVENUE NEW YORK NY 10065 PC PARK AVENUE ARMORY-GALA 3500 STAR OF HOPE MISSION 4848 LOOP CENTRAL DR STE 500 HOUSTON TX 77081 PC GENERAL SUPPORT 22000 165500 0 14 49919 14 264091 18 -80670 0 233340 0 233340 0 0 0 0 0 0 0 0 0 0 FORM 990-PF, PART VII-A, LINE 11 NAME OF CONTROLLED ENTITYPDC OPPORTUNITIES IV - FEEDER I LPST JULIAN'S AVENUE, ST PETER PORT, GUERNSEY GY1 1WAEIN:98-1186432NO EXCESS BUSINESS HOLDINGS. ATTACHMENT TO SCHEDULE A AND SCHEDULE B, PART I OF FORM 5471 PDC OPPORTUNITIES IV - FEEDER I LP ("FEEDER") IS A GUERNSEY LIMITED PARTNERSHIP FORMED TO ACQUIRE AND HOLD A LIMITED PARTNERSHIP INTEREST IN PDC OPPORTUNITIES IV I LP. SCALER FOUNDATION, INC. OWNED 100% OF THE LIMITED PARTNERSHIP INTEREST IN FEEDER ON JANUARY 1, 2019. PURSUANT TO A PLAN OF PARTIAL LIQUIDATION WITH THE CLARENCE WESTBURY FOUNDATION, ON OCTOBER 1, 2019, SCALER FOUNDATION, INC. MADE A GRANT OF 33.33% OF THEIR LIMITED PARTNERSHIP INTEREST TO THE CLARENCE WESTBURY FOUNDATION, A RELATED FOUNDATION. IN ADDITION, PURSUANT TO A PLAN OF PARTIAL LIQUIDATION WITH THE SEARCH FOUNDATION, ON OCTOBER 1, 2019, SCALER FOUNDATION, INC. MADE A SEPARATE GRANT OF 33.33% OF THEIR LIMITED PARTNERSHIP INTEREST TO THE SEARCH FOUNDATION, ALSO A RELATED FOUNDATION. AFTER THE GRANTS WERE COMPLETED, SCALER FOUNDATION, INC. RETAINED A 33.34% LIMITED PARTNERSHIP INTEREST IN THE FEEDER, AND THE THREE RELATED PARTY FOUNDATIONS MAINTAINED 100% CONTROL OF THE FEEDER.FEEDER PREVIOUSLY FILED FORM 8832 WITH THE INTERNAL REVENUE SERVICE WHEREIN IT ELECTED TO BE CLASSIFIED AS AN ASSOCIATION TAXABLE AS A CORPORATION. THIS ELECTION WAS APPROVED BY THE INTERNAL REVENUE SERVICE EFFECTIVE JULY 2, 2014. 18,250 SH SCHLUMBERGER LIMITED 480713 949730 860 SH BP PLC 46162 30444 10,580 SH MARATHON OIL CORP. 113724 255613 2,740 SH TOTAL SE 132030 184621 5,290 SH MARATHON PETROLEUM CORP. 38464 784824 AB CONCENTRATED GROWTH FUND 280251 392050 AB GLOBAL CORE EQUITY PORTFOLIO 309029 373866 AB SUSTAINABLE GLOBAL THEMEMATIC FUND 282814 353780 165 SH SPECTRUM BRANDS HOLDINGS 8162 13162 389 SH TRANSOCEAN LTD. 16787 2470 CITI PRIVATE BANK - COMMON STOCKS & REITS 2115913 3288275 AB DISCOVERY GROWTH FUND 141271 138875 AB DISCOVERY VALUE FUND 167742 189166 CAIRN PATHFINDER FUND III FMV 300000 277137 CAIRN PATHFINDER II EUR FEEDER FUND FMV 971936 965095 PDC OPPORTUNITIES IV - FEEDER I L.P. FMV 12710 83335 OLEA SPECIAL OPPORTUNITIES OFFSHORE FUND FMV 0 146326 FIR TREE REAL ESTATE FUND (CAYMAN) LTD. FMV 0 1944 MANAGEMENT & CUSTODIAL FEES-BERNSTEIN & CO., LLC 23879 23879 0 JOHNSON & WURZER P.C. - LEGAL, ACCOUNTING & ADMINISTRATIVE EXPENSES 51188 51188 0 FOREIGN TAXES WITHHELD 3222 3222 0 EXCISE TAX 4000 0 0