2024-12-03T09:15:45-06:00 2023-12-31 4798-DR Forvis Mazars LLP 1400 Meadowbrook Road Suite 300 Jackson MS 392116349 990PF 2023-01-01 760343221 Harry E Bovay Jr Foundation % LEGACY TRUST HARR 7136262056 PO Box 1471 Houston TX 772511471 Michael Patrick Director 7136262056 2024-11-15 true true Robert A Huffman P02337821 6019486700 2023 2024-10-15 13:58:12Z X 55650186 X 100000 34582 34582 884314 884314 183772 7135452 183772 1071202 584785 2273870 1687453 27000 27000 184485 46121 129593 75257 75257 0 0 154376 54032 90069 8503 8450 72 9716 25845 284 485254 184144 0 246662 2236430 2236430 2721684 184144 0 2483092 -447814 1503309 2009315 2369017 2369017 100960 60441 100960 100960 38663128 37815093 53180209 40732884 40285070 55650186 0 0 X 40732884 40285070 40732884 40285070 40732884 40285070 40732884 -447814 40285070 40285070 LEGACY 50-0808-00 5528433 6406726 -878293 -878293 LEGACY 50-0808-01 ST 43664 47896 -4232 -4232 LEGACY 50-0808-01 LT 1450838 497058 953780 953780 183772 20896 20896 20896 31580 0 10000 41580 X 0 20684 20684 false false false false false false false true true TX true false false false false true NONE LEGACY TRUST 7136262056 PO BOX 1471 HOUSTON TX 772511471 false false false false false false false false true false false false false false false false false false false false false Peggy L Kelly 607 N POLK ST Little Rock AR 72205 Director 0 9000 0 0 Michael L Patrick 3355 W Alabama 1140 Houston TX 77098 Director 0 0 0 0 C Ronald Dorchester 528 DORCHESTER DR JOHNSON CITY TX 78636 Director 0 9000 0 0 Edward Naumes PO Box 1471 Houston TX 772511471 Director 0 0 0 0 FRANCES ESCRIVA 21980 COUNTY RD 48 ANGLETON TX 77515 DIRECTOR 0 9000 0 0 CARL F JAEDICKE 8705 APPOMATTOX COLLEGE STATION TX 77845 DIRECTOR 0 0 0 0 50150294 2191483 1 52341778 0 52341778 785127 51556651 2577833 2577833 20896 20896 2556937 2556937 2556937 2483092 0 0 0 0 2483092 2556937 927296 2021 2020 2019 0 0 0 2483092 927296 1555796 0 0 0 0 0 0 1001141 0 0 X BLACK WARRIOR COUNCIL 2700 Jack Warner Pkwy Tuscaloosa AL 35404 NONE PC Grant- to support the mission of the organization 6000 BOVAY SCOUT RANCHSHAC 3450 County Road 317 Navasota TX 77868 NONE PC Grant - to support the mission of the organization 835865 Chickasaw Council 171 S Hollywood Street Memphis TN 38112 NONE PC Grant - to support the mission of the organization 8610 Girl Scouts of Jacinto 3110 Southwest Freeway Houston TX 77060 PC Grant - to support the mission of the organization 20000 Bevill State Community College 2631 Temple Avenue N Fayette AL 35555 NONE PC Scholarships 162460 Jayhawk Area Council 1020 SE Monroe Street Topeka KS 666121110 PC Grant - to support the mission of the organization 10000 Northwest Georgia Council 1013 N 5th Avenue Ste 1 Rome GA 30165 NONE PC Grant - to support the mission of the organization 12000 Philmont Scout Ranch 17 Derr Run Rd Cimarron NM 87714 None PC Grant- to support the mission of the organzation 417933 Retina Research Foundation 1977 Butler Blvd Houston TX 77030 NONE PC Grant - to support the mission of the organzation 60000 itawamba community college 3200 adams farm rd belden MS 38826 none PC Scholarships 10159 Christar International Inc 1500 International Parkway STE 300 Richardson TN 75081 NONE PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 6500 Texas A&M Foundation 401 GEORGE BUSH DR COLLEGE STATION TX 77840 NONE PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 6500 SOS ministries 1700 GROESBECK ST BRYAN TX 77803 NONE PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 5000 Tunnel to Towers Foundation 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 23000 St Jude 262 DANNY THOMAS PL MEMPHIS TN 38105 NONE PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 5000 American HEart Association 4728 spottswood ave ste 214 memphis TN 38117 NONE PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 1000 National Breast Cancer Foundation 7460 WARREN PKWY STE 150 FRISCO TX 75034 NONE PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 1000 Pleasant HIll Baptist Church 1510 PANNELL ST HOUSTON TX 77020 NONE PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 2000 Propst Memorial United Methodist Church 12955 MEMORIAL DR HOUSTON TX 77079 NONE PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 4000 Joseph F Weldy Home for Children Inc 1327 Highway 171 N Winfield AL 35594 none PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 114300 Westminster College 501 Westminster Ave Fulton MO 35251 none PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 25000 Houlka Attendance Center 510 Griffin Ave Houlka MS 38850 none PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 3485 West Alabama Children's Advocay Center 280 Stadium Cir Vernon AL 35592 none PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 5945 sante fe trail usd 434 104 S Burlingame Scranton KS 66537 none PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 25000 University of Texas Foundation 9011 Mountain Ridge Dr Suite 150 Austin TX 78759 none PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 300000 Allen Community College 1801 N Cottonwood St Iola KS 66749 none PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 7000 Athens State University 161 N Clinton St Athens AL 35611 none PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 984 Delta State University 1470 Maple St Cleveland MS 38733 none PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 10000 Emporia State University 1331 Market Street Emporia KS 66801 none PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 30776 Fort Hays State University 600 Park St Hays KS 67601 none PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 17319 Grand Canyon University 3300 W Camelback Rd Phoenix AZ 85017 none PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 1949 Kansas State university 919 Mid-Campus Drive Manhattan KS 66506 none PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 11018 Mississippi State University 75 BS Hood Drive Mississippi State MS 39762 none PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 5000 University of Alabama at Birmingham 1720 2nd Ave S Birmingham AL 35294 none PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 4900 University of Kansas 1502 Iowa St Lawrence KS 66045 none PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 12416 University of North Alabama 1 Harrison Plz Florence AL 35632 none PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 5680 University of West Alabama 14611 US 80 Livingston AL 35470 none PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 8731 Washburn University 1700 SW College Ave Topeka KS 66621 none PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 26313 Wichita state unversity 1845 N Fairmount Box 200 Wichita KS 672600200 none PC GRANT - TO SUPPORT THE MISSION OF THE ORGANIZATION 23587 2236430 14 34582 14 884314 18 183772 OTHER INCOME 1015870 INCOME TAX 55332 2173870 2173870 false false false false false false false false false false X X 1 Estate of Harry E Bovay Jr 1801 smith street suite 1900 Houston TX 77002 100000 X ACCOUNTING FEES 75257 75257 LTC SOUTH SHORE V C0-INVEST LP AT COST 372691 370000 LEGACY EUROPEAN DISTRESSED OPP AT COST 11362 7173 LEGACY EMERGING TECHNOLOGIES AT COST 1000085 1936556 LTC REALTY PARTNERS II AT COST 49681 43773 LTC ENERGY TRANSITION OPS LP AT COST 263678 283498 OCM OPP. FUND IX LP AT COST 87496 216167 OCM OPP. FUND IX AIF CAYMAN LP AT COST 57604 0 LTC PE REAL ESTATE LP AT COST 159924 264903 LEGACY INFRASTRUCTURE PARTNERS AT COST 99816 198168 LEGACY EUROPEAN DISTRESS OP II AT COST 32996 38496 LTC COMMERCIAL RE DEBT AT COST 32435 27641 LTC PRIVATE CREDIT LP AT COST 839994 777511 LEGACY DISTRESSED OPS II LTD AT COST 173379 204656 LEGACY PRIVATE ENERGY CREDIT AT COST 132274 183480 LEGACY PRIVATE ENERGY INVESTO AT COST 111599 194697 LEGACY PRIVATE ENERGY INVESTOR AT COST 347733 725217 FC COMMERCIAL FUND I LP AT COST 221280 182318 LEGACY PRIVATE ENERGY CREDIT AT COST 309135 313488 LEGACY VALUE PARTNERS LP AT COST 2616411 3327943 LTC MULTIFAMILY PARTNERS LP AT COST 91454 594567 FC-IP SHEFFIELD LP AT COST 430393 333103 FIRST CONTINENTAL OPP FUND I AT COST 632 0 LTC ATLANTA MULTIFAMILY LP AT COST 198832 490050 OCM OPP. FUND IX AIF DELAWARE AT COST 68 0 FCIC HOLDING CO LP AT COST 2646573 2570350 LTC TELCO INFRASTRUCTURE LP AT COST 676452 738900 LTC REAL ESTATE EQUITY 2022 LP AT COST 730373 800000 LTC REALTY PARTNERS III AT COST 747405 752415 SECURITIES AT COST 17935928 30545474 BONDS AT COST 7187410 6809665 NOTE RECEIVABLE AT COST 250000 250000 INSURANCE 13601 DATA PROCESSING 9594 MEMBERSHIP AND DUES 1320 PAYROLL FEES 1046 ADR FEES 80 80 BANK FEES 204 204 Partnership Income (Summary Attached) 1015870 584785 Income Taxes 55332 PAYROLL TAX LIABILITIES ASSET MANAGEMENT FEES 154376 54032 FOREIGN TAXES 8450 8450 OTHER TAXES 53