2024-11-14T00:13:28-06:00 2023-12-31 861065772 DELOITTE TAX LLP 1111 BAGBY STREET SUITE 4500 HOUSTON TX 77002 990PF 2023-01-01 760443413 THE FANT FOUNDATION FANT 7136869631 1322 N POST OAK HOUSTON TX 77055 STEPHEN SWAN CPA 7139822000 2024-11-13 1 0 DOUGLAS D ROBB P00186181 7139822000 2023 2024-10-15 13:58:12Z X 1170155 X X 2622 2622 2622 15393 15393 15393 -33432 23684 0 -15417 18015 18015 0 0 0 0 7152 3576 7152 0 14206 7103 14206 0 3305 2905 3305 0 24 12 24 0 24687 13596 24687 0 442000 442000 466687 13596 24687 442000 -482104 4419 0 625312 166105 166105 1000 743662 721488 778170 189512 192103 202380 23500 23500 23500 1582986 1103196 1170155 0 0 X 0 0 0 0 1582986 1103196 1582986 1103196 1582986 1103196 1582986 -482104 2314 1103196 0 1103196 CALL: BOEING COMPANY P 2023-08-18 2023-08-18 166 166 166 CALL: TAIWAN SEMICONDUCTOR MFG P 2023-01-20 2023-01-20 448 448 448 COMPASS MINERALS INTERNATIONAL INCORPORATED P 2022-08-02 2023-09-05 23056 42972 -19916 -19916 WK KELLOGG COMPANY COM SHS P 2020-01-09 2023-10-16 8 12 -4 -4 ENTERPRISE PRODUCTS PARTNERS LP P 2023-01-01 2023-12-31 9 -9 -9 RAYMOND JAMES #79955170 - LTCG DISTRIBUTION P 2023-01-01 2023-12-31 6 6 6 ENTERPRISE PRODUCTS PARTNERS LP P 2023-01-01 2023-12-31 14123 -14123 -14123 -33432 605 61 0 61 0 61 646 0 0 0 646 X 0 585 585 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 0 0 1 N/A STEPHEN SWAN 7136869631 1322 N POST OAK HOUSTON TX 77055 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 JANA FANT CO NEW PROCESS STEEL 1322 N POST OAK HOUSTON TX 77055 VICE PRESIDENT 2.00 0 0 0 STEPHEN SWAN CO NEW PROCESS STEEL 1322 N POST OAK HOUSTON TX 77055 TREASURER/SECRETARY 2.00 0 0 0 RICHARD E FANT CO NEW PROCESS STEEL 1322 N POST OAK HOUSTON TX 77055 PRESIDENT 2.00 0 0 0 NONE 0 NONE 0 THE FANT FOUNDATION WAS FORMED TO PROVIDE SUPPORT AND ASSISTANCE TO IMPOVERISHED, DISTRESSED AND DISADVANTAGED INDIVIDUALS AND FAMILIES WHO SEEK TO IMPROVE THEIR PRESENT LIVING CONDITIONS. IN ORDER TO ACCOMPLISH THIS CHARITABLE PURPOSE, THE FOUNDATION MAINTAINS DIRECT AND SIGNIFICANT INVOLVEMENT IN PROVIDING RELIEF TO THESE PERSONS BY SUPPLYING FOOD, CLOTHING, MONEY, TRANSPORTATION, GUIDANCE, GENERAL COUNSELING AND OTHER NECESSARY GOODS OR SERVICES THROUGH DIRECT ACTIVE CONDUCT, WITHOUT THE ASSISTANCE OF AN INTERVENING ORGANIZATION OR AGENCY. (CONTINUED ON ACTIVITY TWO.) 87000 THE FOUNDATION'S PRIMARY OBJECTIVE IS TO PROVIDE HUMANITARIAN SERVICES, IN-KIND ASSISTANCE AND FINANCIAL SUPPORT TO SELECTED RECIPIENTS WHO DEMONSTRATE A WILLINGNESS AND DESIRE TO IMPROVE THEIR ECONOMIC LIVING CONDITIONS, BUT ARE INCAPABLE DUE TO THEIR ECONOMIC, MENTAL OR PHYSICAL LIMITATIONS OR CIRCUMSTANCES. THESE RECIPIENTS MAY, OR MAY NOT, OTHERWISE QUALIFY FOR OR RECEIVE ASSISTANCE FROM OTHER ORGANIZATIONS OR AGENCIES. ON OCCASION THE FOUNDATION MAY PROVIDE TEMPORARY RELIEF IN THE FORM OF FOOD, CLOTHING AND OTHER ESSENTIAL GOODS TO PERSONS IN AREAS STRICKEN BY NATURAL DISASTERS. DURING 2023, THE DIRECT CHARITABLE ACTIVITIES OF THE FOUNDATION WERE FOCUSED PRIMARILY ON IMPOVERISHED, INDIGENT, DISTRESSED AND DISADVANTAGED PERSONS LIVING IN TEXAS. (CONTINUED ON ACTIVITY THREE.) 0 RECIPIENTS WERE IDENTIFIED AND SCREENED BY THE FOUNDATION BASED UPON SPECIFIC INFORMATION GATHERED DURING RESEARCH, FIELD WORK AND FROM SUPPORT APPLICATIONS OR RECOMMENDATIONS MADE BY OTHER ORGANIZATIONS AND AGENCIES. THE EXISTING LIVING CONDITIONS OF THE RECIPIENTS WERE ASSESSED BY THE FOUNDATION IN LIGHT OF THE RECIPIENT'S SPECIFIC ECONOMIC, MENTAL OR PHYSICAL LIMITATIONS AND CIRCUMSTANCES. DETERMINATIONS REGARDING THE SELECTION OF THE RECIPIENTS AND SUPPORT AWARDED DURING 2023 WERE MADE BY THE FOUNDATION'S BOARD BASED UPON FOUNDATION MANAGER RECOMMENDATIONS AND REPORTS REGARDING EACH RECIPIENT'S SPECIFIC CIRCUMSTANCES AND LEVEL OF NEED. THROUGH ON-GOING FOLLOW UP, THE SPECIFIC CONDITIONS OF THE RECIPIENTS ARE MONITORED AND RECORDED. BASED UPON THIS INFORMATION, DECISIONS REGARDING APPROPRIATE LEVELS OF CONTINUED SUPPORT ARE MADE BY THE FOUNDATION'S BOARD. 0 NONE 0 0 0 968343 513361 54055 1535759 0 0 1535759 23036 1512723 75636 75636 61 2104 2165 73471 0 73471 0 73471 442000 0 442000 73471 0 0 1353948 1353948 442000 0 0 0 73471 368529 0 0 1722477 0 0 0 0 0 0 0 1722477 1353948 368529 FANT FOUNDATION 1322 N POST OAK HOUSTON TX 77055 7133161229 PLEASE WRITE TO THE FANT FOUNDATION FOR APPLICATION INFORMATION AND MATERIALS. NOT APPLICABLE AWARDS FOR SUPPORT AND ASSISTANCE ARE MADE TO INDIVIDUALS ON A NONDISCRIMINATORY BASIS AND MAY BE LIMITED/RESTRICTED TO SPECIFIC PURPOSES. BLACK TIE DINNER 3824 CEDAR SPRINGS 335 DALLAS TX 75219 PC PUBLIC CHARITY 10000 HOUSTON CHILDREN'S CHARITY 1600 WEST LOOP SOUTH SUITE 610 HOUSTON TX 77027 PC PUBLIC CHARITY 50000 HOUSTON LIVESTOCK SHOW AND RODEO 3 NRG PARK HOUSTON TX 77054 PC PUBLIC CHARITY 10000 HOUSTON PET SET 4265 SAN FELIPE STE 100 HOUSTON TX 77027 PC PUBLIC CHARITY 10000 MELISSA SEHIC 16903 ARCHER FALLS DR CYPRESS TX 77433 NC EDUCATION 15000 THE OTHER ONES FOUNDATION 6411 LIGHTWOOD COVE AUSTIN TX 78748 PC PUBLIC CHARITY 125000 UNITED WAY OF GREATER HOUSTON PO BOX 3247 HOUSTON TX 77253 PC PUBLIC CHARITY 100000 UPBRING 8305 CROSS PARK DRIVE AUSTIN TX 78754 PC PUBLIC CHARITY 30000 KSB HOSPITAL FOUNDATION 403 E FIRST STREET DIXON IL 61021 PC PUBLIC CHARITY 10000 ECHOS 9894 BISSONNET STREET SUITE 900 HOUSTON TX 77036 PC PUBLIC CHARITY 10000 CYNTHIA CRUZ 13027 BREEZY MEADOW LN HOUSTON TX 77044 NC ASSIST WITH EXPENSES OF CARING FOR TERMINALLY ILL FATHER 25000 MARGARET WALKUSH 3642 ARIZONA ST SAN DIEGO CA 92104 NC ASSIST WITH EXPENSES OF FIGHTING CANCER 22000 LAURA WARD 5403 BROAD OAKS PARK HOUSTON TX 77056 NC ASSIST WITH HEALTHCARE FOR HER ILL HUSBAND 25000 442000 0 14 2622 14 15393 18 -33432 0 -15417 0 -15417 7 NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7152 3576 7152 0 NONE 0 RAYMOND JAMES 721488 778170 OTHER INVESTMENTS AT COST 192103 202380 GRAVEL PIT 23500 23500 23500 BANK SERVICE CHARGES 24 12 24 0 PRIOR PERIOD ADJUSTMENT 2314 PROFESSIONAL FEES 14206 7103 14206 0 FOREIGN TAX PAID 333 333 333 0 PROPERTY TAX PAID 2572 2572 2572 0 FEDERAL EXCISE TAX PAID 400 0 400 0