2024-11-14T12:21:08-06:00 2023-12-31 346565596 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 4000 INDIANAPOLIS IN 46204 990PF 2023-01-01 752167146 THE TRAMMELL & MARGARET CROW FOUNDATION C/O CROW FAMILY HOLDINGS TRAM 2146618000 3819 MAPLE AVENUE DALLAS TX 75219 GAYLE C BENNETT VP 2146618000 2024-11-13 1 1 JENNIFER RHODERICK P00395735 3176817000 2024-11-12 2023 2024-10-15 13:58:12Z X 18426572 X 50000 377025 376262 95943 510671 55003 -157727 -156064 0 365241 275201 0 0 0 0 0 885 443 0 442 5250 1313 0 3937 95940 95940 0 0 4 4 0 0 27907 17213 0 0 144013 0 0 144013 273999 114913 0 148392 755000 755000 1028999 114913 0 903392 -663758 160288 0 84385 176918 176918 4237145 3627141 3627141 729923 817622 760463 364176 364176 646436 7657962 7152308 13215614 13073591 12138165 18426572 0 0 X 0 0 0 0 13073591 12138165 13073591 12138165 13073591 12138165 13073591 -663758 58867 12468700 330535 12138165 PUBLICLY TRADED SECURITIES P 2023-12-31 2023-12-31 121379 127205 -5826 -5826 FROM CHCP K-1 P 2023-12-31 2023-12-31 287298 -287298 -287298 FROM CHC PE K-1 P 2023-12-31 2023-12-31 259579 259579 259579 FROM NHC XI K-1 P 2023-12-31 2023-12-31 226 -226 -226 CHCP VALUE FUND (OFFSHORE), LP DISTRIBUTIONS P 2023-12-31 2023-12-31 88774 88774 88774 55003 55003 2228 0 2228 0 2228 246 0 9000 0 9246 X 111 6907 6907 0 0 0 0 0 0 0 0 0 1 1 0 1 1 AR TX 1 0 0 0 0 1 N/A CROW FAMILY HOLDINGS 2146618000 3819 MAPLE AVENUE DALLAS TX 75219 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HARLAN R CROW 3819 MAPLE AVENUE DALLAS TX 75219 PRESIDENT/DIRECTOR 2.00 0 0 0 STUART M CROW 3819 MAPLE AVENUE DALLAS TX 75219 DIRECTOR 2.00 0 0 0 TRAMMELL S CROW 3819 MAPLE AVENUE DALLAS TX 75219 DIRECTOR 2.00 0 0 0 M KEVIN BRYANT 3819 MAPLE AVENUE DALLAS TX 75219 VICE PRESIDENT/SECRETARY 2.00 0 0 0 KENNETH G GROSS 3819 MAPLE AVENUE DALLAS TX 75219 VICE PRESIDENT 2.00 0 0 0 GAYLE C BENNETT 3819 MAPLE AVENUE DALLAS TX 75219 VICE PRESIDENT 2.00 0 0 0 NONE 0 NONE 0 SPEAKER / DEBATE SERIES: PROGRAMS PROMOTING CIVIL DISCOURSE TO ENHANCE UNDERSTANDING OF OPPOSING POINTS OF VIEW. 143879 0 3930321 1354647 13216301 18501269 0 0 18501269 277519 18223750 911188 911188 2228 6899 9127 902061 0 902061 0 902061 903392 0 903392 902061 0 0 129886 473658 151200 754744 903392 0 0 0 902061 1331 0 0 756075 0 0 0 0 0 0 129886 626189 473658 151200 1331 X DONORS TRUST 1800 DIAGONAL STREET 280 ALEXANDRIA VA 223142840 N/A PC GENERAL 50000 TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 2222 WELBORN DALLAS TX 75205 N/A PC GENERAL 5000 NATIONAL CIVIC ART SOCIETY 300 NEW JERSEY AVE NW 900 WASHINGTON DC 20001 N/A PC GENERAL 50000 COMMIT2DALLAS 3000 PEGASUS PARK DRIVE SUITE 900 NEW YORK NY 10004 N/A PC GENERAL 100000 PHOENIX HOUSE OF TEXAS 1910 PACIFIC AVENUE SUITE 10500 DALLAS TX 752014591 N/A PC GENERAL 25000 FRIENDS OF UNITED HATZALAH 442 5TH AVENUE 1866 NEW YORK NY 10018 N/A PC GENERAL 250000 FOUNDATION FOR EXCELLENCE IN HIGHER EDUCATION 16 STOCKTON STREET PRINCETON NJ 085406813 N/A PC GENERAL 250000 TEACH FOR AMERICA 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 N/A PC GENERAL 25000 755000 0 901101 763 14 376262 901101 40940 18 55003 OTHER PARTNERSHIP INCOME/LOSS 901101 -1668 14 -156064 TAX REFUND 01 5 40035 275206 0 315241 0 0 0 0 0 0 0 0 0 0 X X 1 BILLINGSLEY COMPANY 1722 ROUTH ST DALLAS TX 75201 50000 X TAX PREPARATION FEES 5250 1313 0 3937 PART VII-B, QUESTION A(1)(3), SERVICES ACCEPTED FROM A DISQUALIFIED PERSON: THE FOUNDATION RECEIVED ACCOUNTING SERVICES FROM CROW HOLDINGS, A GROUP EMPLOYED BY THE MEMBERS OF THE CROW FAMILY. THESE SERVICES WERE PROVIDED FREE-OF-CHARGE TO SUPPORT THE FOUNDATION'S TAX-EXEMPT MISSION. THE PROVISION OF THESE SERVICES ARE EXCEPTED FROM THE SELF-DEALING RULES UNDER TREASURY REGULATION SECTION 53.4941(D)-3.IN ADDITION, CROW FAMILY HOLDINGS PROVIDED OFFICE FACILITIES TO THE FOUNDATION AT NO COST. OFFICE SPACE PROVIDED AT NO COST IS A TRANSACTION THAT IS EXCEPTED FROM THE SELF-DEALING RULES UNDER TREASURY REGULATION SECTION 53.4941(D)-3. ALLIANCE BERNSTEIN MUTUAL FUND 40042 357381 VANGUARD ETF 324134 289055 817622 760463 0 0 CHC PRIVATE EQUITY 2017 LP AT COST 949009 2981994 CHC GLOBAL SECURITIES LP AT COST 6130657 10163095 NEW CENTURY HOLDINGS XI LP AT COST 72642 70525 LEGAL FEES 885 443 0 442 BOOK VALUE ADJUSTMENTS - CHC PRIVATE EQUITY 2017 317385 BOOK VALUE ADJUSTMENTS - CHCP GLOBAL SECURITIES 13150 SPEAKER/DEBATE SERIES EXPENSE 143879 0 0 143879 FILING FEES 90 0 0 90 POSTAGE AND COURIER 44 0 0 44 OTHER PARTNERSHIP INCOME/LOSS -157732 -156064 0 TAX REFUND 5 0 0 PRIOR PERIOD ADJUSTMENTS 50458 BOOK VALUE ADJUSTMENTS - NEW CENTURY HOLDINGS XI LP 8409 ASSET MANAGEMENT ADVISORY FEES 95940 95940 0 0 FOREIGN TAXES PAID 17245 17213 0 0 FEDERAL TAX PAID 10662 0 0 0