2024-08-06T10:27:22-05:00 2023-12-31 EEPB 2950 NORTH LOOP W SUITE 1200 HOUSTON TX 77092 990PF 2023-01-01 464277924 CHARLENE AND THOMAS MORGAN CHARITABLE FOUNDATION INC % ROGER C SOLOMON CHAR 5123261670 284 KLAUS LANE RED ROCK TX 78662 Roger Solomon TRUSTEE 5123261670 2024-05-15 true true KYLE DOUGHERTY P01682560 7136220016 2023 2024-08-08 14:25:15Z X 11914649 X 0 X 185526 185526 -262757 2558783 0 -19659 -96890 185526 120000 90000 11100 11100 0 0 151665 151665 4236 1398 25006 15006 736 470 312743 269639 0 0 576000 576000 888743 269639 0 576000 -985633 0 318988 69316 69316 1048292 862792 800744 7670447 7119986 11034589 10000 10000 10000 9047727 8062094 11914649 0 0 X 9047727 8062094 9047727 8062094 9047727 8062094 9047727 -985633 8062094 8062094 SEE ATTACHED STATEMENT P 239757 234541 5216 5216 SEE ATTACHED STATEMENT P 2321885 2586999 -265114 -265114 CAPITAL GAIN DIVIDENDS P 104 CAPITAL GAIN DIVIDENDS P 104 -262757 0 0 0 767 0 767 767 767 false false false false false false false true true TX true false false false false true ROGER C SOLOMON 5123261670 284 KLAUS LANE RED ROCK TX 78662 false false false false true false false false false false false false false false false false false false false false false false ROGER C SOLOMON 284 KLAUS LANE RED ROCK TX 78662 DIRECTOR 0 40000 0 0 JOYCE SOLOMON 284 KLAUS LANE RED ROCK TX 78662 DIRECTOR 0 40000 0 0 ANNE VAUGHN 2616 GEORGIA OAK DRIVE BAKERSFIELD CA 93311 DIRECTOR 0 40000 0 0 11408382 184826 0 11593208 0 11593208 173898 11419310 570966 570966 0 0 570966 570966 570966 576000 0 0 0 0 576000 570966 575732 2021 2020 2019 0 0 576000 575732 268 0 0 0 0 570698 0 0 X BATEMAN BAPTIST CHURCH PO BOX 340 RED ROCK TX 78662 NONE PC FURTHERANCE OF THE CHRISTIAN FAITH AND MINISTRY TO THE SURROUNDING COMMUNITY 100000 THE MISSION AT THE CROSS ONE FREEDOM SQUARE LAUREL MS 39440 NONE PC FOR THE ESTABLISHMENT AND OPERATIONS OF 24 HOUR A DAY CHURCHES, SHELTERS FOR THE LESS FORTUNATE AND THE MINISTRIES THEREIN 75000 VALLEY BAPTIST CHURCH 4800 FRUITVALE AVE BAKERSFIELD CA 93308 NONE PC FURTHERANCE OF THE CHRISTIAN FAITH AND MINISTRY TO THE SURROUNDING COMMUNITY 40000 THE WELL COMMUNITY CHURCH 4600 Mueller Ste 1003 AUSTIN TX 78723 NONE PC FURTHERANCE OF THE CHRISTIAN FAITH AND MINISTRY TO THE SURROUNDING COMMUNITY 40000 FRIENDS OF LIVING WORD CHURCH 409 BROAD STREET STE 204 SEWICKLEY PA 15143 NONE PC GENERAL FUNDRAISING 66000 KBC MINISTRIES INC 16010 UNIVERSITY OAK STE104 SAN ANTONIO TX 78249 NONE PC GENERAL FUNDRAISING 40000 HOPE CHURCH ROCKPORT 3182 FM 1781 ROCKPORT TX 78382 NONE PC GENERAL FUNDRAISING 50000 FIRST LOCKHART BAPTIST CHURCH 15 W Prairie Lea St LOCKHART TX 78644 NONE PC GENERAL FUNDRAISING 5000 CALDWELL COUNTY COWBOY CHURCH 2305 Dale Ln DALE TX 78616 NONE PC GENERAL FUNDRAISING 70000 Africa New Life Ministries International 7405 SW Tech Center Dr 144 Portland OR 97223 PC GENERAL FUNDRAISING 10000 Alegro Solutions 5535 Memorial Dr Ste F-811 Houston TX 77007 PC GENERAL Fundraising 10000 Front Steps Inc 4507 N Interstate Hwy 35 Austin TX 78722 PC General Fundraising 5000 Gospel Adventures 660 Mason Ridge Center Dr St Louis MO 63141 PC General Fundraising 50000 Hope House Bastrop PO Box 1443 Bastrop TX 78602 NONE PC GENERAL FUNDRAISING 5000 Indian Springs Church 23581 I-30 Bryant AR 72022 PC GENERAL FUNDRAISING 5000 Student Mobilization PO Box 567 Conway AR 72033 PC GENERAL FUNDRAISING 5000 576000 14 185526 18 -262757 PTP INCOME 211110 -19659 -19659 -77231 -96890 false false false false false false false false false false ACCOUNTING FEES 11100 11100 MORGAN STANLEY ACT #070107 100000 110650 MORGAN STANLEY ACT #070110 939768 2489133 MORGAN STANLEY ACT #070113 3604750 4290693 MORGAN STANLEY ACT #070114 2126438 3783395 MORGAN STANLEY ACT #070677 349030 360718 862792 800744 OTHER RECEIVABLE 10000 10000 10000 OFFICE EXPENSES 470 470 PTP NONDEDUCTIBLE 266 VARIOUS PTPs - ORD. INC. SUBJECT TO UBTI -19565 VARIOUS PTPs - SECTION 1231 GAIN -94 INVESTMENT ADVISOR FEES 151665 151665 PAYROLL TAXES 12843 12843 FOREIGN TAXES WITHHOLDING 2163 2163 FEDERAL EXCISE TAXES 10000