2025-04-21T15:11:46-05:00 2024-12-31 420714325 RSM US LLP 1330 POST OAK BLVD STE 2400 HOUSTON TX 77056 990PF 2024-01-01 760638639 THE FAVROT FUND FAVR 7136221442 1770 SAINT JAMES PL 510 HOUSTON TX 770563499 ROMELIA FAVROT TREASURER 7136221442 2025-04-09 1 0 KANANI ADINOLFI P00744914 7136253500 2025-04-09 2024 2025-03-06 01:10:19Z X 16410024 X X 335079 334115 1503978 6623123 1503978 1839057 1838093 0 0 0 3781 1890 1891 45352 22676 22676 114743 114743 0 31466 3805 0 8941 4471 4471 38316 19158 19158 2762 1380 1382 245361 168123 49578 3050000 1050000 3295361 168123 1099578 -1456304 1669970 346322 7204 7204 1010508 1011495 0 848685 834337 13150723 2154121 2428916 0 4137313 4059600 0 3912113 8068472 10603 10603 1359 0 0 13498404 12069944 16410024 0 20598 0 20598 X 13498404 12049346 0 0 0 0 13498404 12049346 13498404 12069944 13498404 -1456304 7246 12049346 0 12049346 PUBLICLY TRADED SECURITIES 6617679 5119145 1498534 1498534 CAPITAL GAINS DIVIDENDS P 5444 5444 5444 1503978 23213 0 23213 0 23213 3320 0 0 0 3320 X 1032 20925 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A JULIE RICHARDSON 7136221442 1770 ST JAMES PLACE 510 HOUSTON TX 770563405 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 LAURENCE FAVROT 1770 ST JAMES PLACE 510 HOUSTON TX 770563405 PRESIDENT/TRUSTEE 1.00 0 0 32286 ROMELIA FAVROT 1770 ST JAMES PLACE 510 HOUSTON TX 770563405 TREASURER/TRUSTEE 1.00 0 0 2241 LEO M FAVROT 1770 ST JAMES PLACE 510 HOUSTON TX 770563405 TRUSTEE 1.00 0 0 0 JEANETTE F PETERSON 1770 ST JAMES PLACE 510 HOUSTON TX 770563405 TRUSTEE 1.00 0 0 3790 LENIOR M JOSEY 1770 ST JAMES PLACE 510 HOUSTON TX 770563405 TRUSTEE 1.00 0 0 0 NONE 0 STIFEL NICOLAUS & COMPANY INCORPORATED 1300 POST OAK BLVD SUITE 1550 HOUSTON TX 77056 INVESTMENT MANAGEMENT 114743 0 0 16139850 852570 0 16992420 0 0 16992420 254886 16737534 836877 836877 23213 23213 813664 0 813664 0 813664 1099578 0 1099578 813664 122885 0 0 1099578 122885 0 0 813664 163029 0 0 163029 0 0 0 0 0 0 0 163029 163029 JULIE RICHARDSON 1770 ST JAMES PLACE 510 HOUSTON TX 770563405 7136221442 NO SPECIFIC FORMS REQUIRED N/A N/A CMC FOUNDATION OF CENTRAL TEXAS AKA DELL CHILDREN'S FOUNDATION 4900 MUELLER BLVD AUSTIN TX 78723 NONE PC CMC FOUNDATION OF CENTRAL TEXAS PROVIDES FUNDRAISING SUPPORT FOR DELL CHILDREN'S MEDICAL CENTER, A MEMBER OF ASCENSION TEXAS/ASCENSION SEATON, WHICH IS THE LARGEST NONPROFIT HEALTH SYSTEM IN THE U.S. DELL CHILDREN'S MISSION IS TO PROVIDE EXCELLENT CARE TO ALL CHILDREN WHO COME TO AUSTIN, TX FOR TREATMENT REGARDLESS OF A FAMILY'S ABILITY TO PAY. THE PURPOSE OF THE GRANT IS TO ASSIST IN ESTABLISHING THE FIRST ENDOWED NURSING FUND WITHIN THE TEXAS CENTER FOR PEDIATRIC AND CONGENITAL HEART DISEASE AT DELL CHILDREN'S ESTABLISHING AN ENDOWED PROFESSORSHIP IN CARDIAC ADVANCED PRACTICE NURSING. 100000 DOCTORS WITHOUT BORDERS (MEDECINS SANS FRONTIERES) 40 RECTOR ST 16TH FLOOR NEW YORK NY 100061751 NONE PC DOCTORS WITHOUT BORDERS BRINGS MEDICAL CARE AND EMERGENCY HUMANITARIAN RELIEF TO AREAS AND POPULATIONS IN CRISES. THE PURPOSE OF THE GRANT IS TO PROVIDE FUNDS FOR THE EMERGENCY RELIEF FUND TO PROVIDE MEDICAL AND HUMANITARIAN AID TO COUNTRIES IN CRISIS, SPECIFICALLY UKRAINE AND GAZA. 50000 EARTH SCHOOL EDUCATION FOUNDATION 4516 N 2ND AVENUE PHOENIX AZ 85013 NONE PC THIS FOUNDATION HAS RESEARCHED ADAPTIVE MULTI-PADDOCK GRAZING (AMP GRAZING) IN THE SOUTHEASTERN UNITED STATES WITH MULTIPLE PEER REVIEWED PUBLISHED PAPERS RESULTING IN THE PRODUCTION OF A 4-FILM SERIES, "ROOTS SO DEEP". THE PURPOSE OF THE GRANT IS TO AID IN THE UPCOMING LAUNCH AND ONGOING PROMOTION OF THE "ROOTS SO DEEP" FILM SERIES. 50000 FOREVER BALBOA PARK 1549 EL PRADO STE 1 SAN DIEGO CA 92101 NONE PC FOREVER BALBOA PARK PROVIDES EXPERTISE, ADVOCACY AND RESOURCES TO ENVISION, ENHANCE AND SUSTAIN BALBOA PARK FOR ALL VISITORS IN PARTNERSHIP WITH THE CITY OF SAN DIEGO. THIS IS THE 2ND INSTALLMENT OF A 3-YEAR GRANT TO BE DISBURSED AT $100,000 PER YEAR; EACH INSTALLMENT TO BE APPLIED 1) $20,000 TO SUPPORT CAROUSEL OPERATIONS; AND 2) $80,000 FOR OPERATIONAL EXPENSES. 100000 GLENWOOD CEMETERY HISTORIC PRESERVATION FOUNDATION 2525 WASHINGTON AVENUE HOUSTON TX 77007 NONE PC THE GLENWOOD CEMETERY HISTORIC PRESERVATION FOUNDATION WAS FORMED IN 1999 TO RAISE FUNDS FOR THE PRESERVATION OF HISTORIC GLENWOOD CEMETERY (1871) TO PAY FOR TREE AND LANDSCAPE MAINTENANCE, REPAIRS AND RESTORATION OF HISTORIC MONUMENTS AND SPECIAL PROJECTS LIKE EROSION CONTROL. THE PURPOSE OF THE GRANT IS TO PROVIDE FUNDING AS FOLLOWS: $45,000 FOR CONSTRUCTION OF THE CENTER FOR GLENWOOD, WHICH WILL SERVE BOTH LOT OWNERS AND THE HOUSTON COMMUNITY TO PROVIDE AN AMPLE GATHERING SPACE TO HOST EVENTS, PROVIDE ACCESS TO GLENWOOD'S ARCHIVES FOR RESEARCH, ENGAGE THE COMMUNITY THROUGH PROGRAMMING AND OTHER OFFERINGS AND ADVANCE AND PROMOTE GLENWOOD'S HISTORIC SIGNIFICANT IN THE CITY OF HOUSTON; AND $15,000 FOR GENERAL MAINTENANCE OF THE CEMETERY. 60000 HEARTGIFT FOUNDATION 3310 WEST BRAKER LANE 399-704 AUSTIN TX 78758 NONE PC THE MISSION OF HEARTGIFT FOUNDATION IS TO PROVIDE LIFESAVING HEART SURGERY TO CHILDREN FROM AROUND THE WORLD WHERE SPECIALIZED MEDICAL TREATMENT IS EITHER SCARCE OR NONEXISTENT. THE PURPOSE OF THIS GRANT IS TO PROVIDE FUNDING TO HELP PAY FOR THE CARE AND TREATMENT OF THE CHILDREN TO WHOM HEARTGIFT PROVIDES LIFESAVING HEART SURGERY. 50000 HILL COUNTRY ALLIANCE PO BOX 151675 AUSTIN TX 78715 NONE PC THE MISSION OF THE HILL COUNTRY ALLIANCE IS TO BRING TOGETHER AN EVER-EXPANDING ALLIANCE OF GROUPS THROUGHOUT A MULTI-COUNTY REGION OF CENTRAL TEXAS WITH THE LONG-TERM OBJECTIVE OF PRESERVING OPEN SPACES, WATER SUPPLY, WATER QUALITY AND THE UNIQUE CHARACTER OF THE TEXAS HILL COUNTRY. THE PURPOSE OF THE GRANT IS TO FUND GENERAL OPERATING EXPENSES TO ENHANCE LAND AND WATER STEWARDSHIP THROUGH 4 INITIATIVES: DIRECT LANDOWNER ENGAGEMENTS; BRING FINANCIAL SUPPORT TO LANDOWNERS IN THE WATERSHED; ENHANCING COLLABORATION IN THE WATERSHED; AND SUPPORTING LOCAL GRASS ROOTS CONSERVATION. 25000 HOPE STONE INC 2726 BISSONNET HOUSTON TX 77005 NONE PC THE OBJECTIVE OF HOPE STONE IS TO USE INNOVATIVE PERFORMANCE ART TO IMPROVE AND STRENGTHEN THE LIVES OF "AT RISK" CHILDREN IN THE GREATER HOUSTON COMMUNITY. THE PURPOSE OF THE GRANT IS TO PROVIDE OPERATING FUNDS FOR THE PROGRAM NAMED "THE HOPE PROJECT". 5000 IMIDIDO PROJECT FBO HEART AND SOLE AFRICA PO BOX 1033 MASON TX 76856 NONE PC THE MISSION OF HEART AND SOLE AFRICA IS TO ERADICATE PRODOCONIOSIS THROUGH COMPASSIONATE SERVICE, HEALTH EDUCATION AND COMMUNITY EMPOWERMENT. THE PURPOSE OF THIS 3-YEAR $150,000 GRANT IS TO HELP FUND HEART AND SOLE AFRICA'S VISION STATE OF "A WORLD WITHOUT PODO". PODOCONIOSIS(PODO) IS A NEGLECTED TROPICAL DISEASE THAT CAUSES AVOIDABLE DISABILITY IN AROUND 4 MILLION PEOPLE ACROSS AFRICA, ASIA AND LATIN AMERICA. IT IS NON-INFECTIOUS, TROPICAL LYMPHOEDEMA CAUSED BY MANY YEARS OF BAREFOOT CONTACT WITH RED CLAY SOIL OF VOLCANIC ORIGIN IN HIGHLAND TROPICAL REGIONS. HEART AND SOLE AFRICA'S GOAL IN THE NEXT 3 YEARS IS TO IMPLEMENT AND SCALE UP SERVICES IN EAST AFRICA WITH A FOCUS ON THOSE COUNTRIES WITH A PREVALENCE OF PODO NEAR RWANDA AND THE VIRUNGA VOLCANIC MOUNTAIN RANGE (THE CONGO AND UGANDA). 50000 JOHANNA A FAVROT FUND 1770 ST JAMES PLACE STE 510 HOUSTON TX 77056 NONE PF THE JOHANNA A FAVROT FUND IS A 501(C)(3) FOUNDATION ESTABLISHED FOR CHARITABLE PURPOSES AS DETERMINED IN ACCORDANCE WITH THE ANNUAL MANDATORY DISTRIBUTION REQUIREMENT AS PROVIDED BY SECTION 4942 OF THE INTERNAL REVENUE CODE. FUNDS GRANTED WILL BE EXPENDED ONLY FOR CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES AS DEFINED UNDER IRC 501(C)(3) OF THE INTERNAL REVENUE CODE. 2000000 LEVANTA MINISTRIES 1722 WOODRIDGE COURT ALEDO TX 76008 NONE PC LEVANTA MINISTRIES SERVES COMMUNITIES IN THE DOMINICAN REPUBLIC IN 3 MAIN AREAS: EDUCATIONAL PROGRAMS; COMMUNITY ASSISTANCE; AND SPIRITUAL NEEDS. IT OPERATES THROUGH 12 PAID STAFF (ACTING AS TEACHERS, BIBLE STUDY LEADERS, COMMUNITY ACTIVITIES ASSISTANTS, AN ARTISAN PROGRAM LEADER AND A HOUSEKEEPER/COOK), A 5-MEMBER VOLUNTEER U.S.-BASED BOARD OF DIRECTORS AND A LOCAL 7-MEMBER VOLUNTEER BOARD OF DIRECTORS AS WELL AS MORE THAN 20 ADDITIONAL VOLUNTEERS IN THE DR. THE PURPOSE OF THIS GRANT IS TO FUND SPONSORING 4-YEAR UNIVERSITY EDUCATION OF 12 STUDENTS AT LOCAL UNIVERSITIES IN THE DR INCLUDING TUITION, BOOKS, TRANSPORTATION AND ANY MATERIALS NEEDED. 50000 LONGNECK MANOR CONSERVATION FOUNDATION 1749 BEYER ROAD FREDERICKSBURG TX 78624 NONE PC THE MISSION OF LONGNECK MANOR (LNM) IS TO SAVE ENDANGERED SPECIES IN THEIR NATURAL RANGES BY EDUCATING AND INSPIRING GUESTS TO CARE AND DEMONSTRATE POSITIVE BEHAVIOR CHANGE FOR THE CONSERVATION OF ALL WILDLIFE AND WILD PLACES. CONNECTING MORE PEOPLE WITH ANIMALS AND NATURE IS A PROVEN FORMULA FOR SUCCESSFULLY COMBATTING AND EVER-GROWING "NATURE DEFICIT DISORDER". THE PURPOSE OF THE GRANT IS TO ASSIST IN FUNDING A $5 MILLION LEGACY CAMPAIGN THAT WILL ALLOW THE CONSERVATION PROGRAM TO COMPLETE ITS CAMPUS WITH THE ADDITION OF A RHINO BARN, SMALL MAMMAL HOLDING ROOMS, OKAPI EXHIBIT, OKAPI OVERNIGHT LODGE, A CONSERVATION MEETING ROOM AND NATURE TRAILS. 25000 MUSEUM OF FINE ARTS HOUSTON PO BOX 6826 HOUSTON TX 772656826 NONE PC THE OBJECTIVE OF THE MFA IS TO SERVE ALL PEOPLE BY PURSUING EXCELLENCE IN ART THROUGH COLLECTION, EXHIBITION AND EDUCATION BY BRINGING ART INTO THE EVERYDAY LIFE OF ALL HOUSTONIANS. THE PURPOSE OF THE GRANT IS TO HELP FUND THE 2024 GAUGUIN EXHIBITION. 45000 THE NATIONAL TRUST FOR HISTORIC PRESERVATION 600 14TH STREET NW STE 500 WASHINGTON DC 20005 NONE PC THE NATIONAL TRUST IS DEDICATED TO CONSERVING THE ARCHITECTURAL AND CULTURAL HISTORY OF THE UNITED STATES. THE PURPOSE OF THIS GRANT IS (1) $30,000 TO AUGMENT THE JAF FUND FOR HISTORIC PRESERVATION; AND (2) $20,000 FOR THE 2023 PAST FORWARD ANNUAL NTHP CONFERENCE AND HELP SUBSIDIZE SESSIONS THAT FOCUS ON FIELD STUDIES OF BEST PRESERVATION PRACTICES. 50000 OLD GLOBE THEATRE PO BOX 122171 SAN DIEGO CA 921122171 NONE PC THE OLD GLOBE'S MISSION IS TO PRESERVE, STRENGTHEN AND ADVANCE THEATER AND PROVE AN ENVIRONMENT FOR THE GROWTH AND EDUCATION OF THEATER PROFESSIONALS AND THE COMMUNITY AT LARGE. THE PURPOSE OF THE GRANT IS TO SUPPORT THE ARTS ENGAGEMENT PROGRAM AND YOUNG AUDIENCE DEVELOPMENT INITIATIVES, SPECIFICALLY THROUGH "CAMP STUDIO". 25000 SAN DIEGO MUSEUM OF ART 1450 EL PRADO SAN DIEGO CA 92112 NONE PC THE MISSION OF THE MUSEUM IS TO INSPIRE, EDUCATE AND CULTIVATE CURIOSITY THROUGH GREAT WORKS OF ART. THE PURPOSE OF THIS 2ND INSTALLMENT OF A 5-YEAR/$500,000 GRANT IS TO SUPPORT THE RENOVATION PROJECT. $10,000 OF THIS YEAR'S GRANT IS TO BE DIRECTED TO THE ART & EMPATHY EDUCATIONAL PROGRAMS. 100000 THE METROPOLITAN MUSEUM OF ART 1000 FIFTH AVENUE NEW YORK NY 10028 NONE PC THE MUSEUM COLLECTS, CONSERVES, AND EXHIBITS VISUAL ARTS, SUPPORTS RESEARCH AND PROMOTES EDUCATION IN VISUAL CULTURES AROUND THE GLOBE AND ACROSS HISTORY. THE PURPOSE OF THE GRANT IS AS FOLLOWS: $20,000 TO FUND ACCESS PROGRAMS FOR VISITORS WITH DISABILITIES; AND $25,000 FOR PROGRAMMING TIED THE OPENING OF THE RENOVATED MICHAEL C. ROCKEFELLER WING DEDICATED TO THE ARTS OF THE ANCIENT AMERICAS, AFRICA AND OCEANIA. 45000 THE UNIVERSITY OF TEXAS AT AUSTIN COLLEGE OF LIBERAL ARTS PO BOX 7458 AUSTIN TX 78713 NONE PC THE COLLEGE OF LIBERAL ARTS TEACHES STUDENTS TO THINK CRITICALLY AND INDEPENDENTLY SO THEY CAN THRIVE IN THE WORLD BEYOND THE CAMPUS. THE COLLEGE IS DEDICATED TO PROMOTING CUTTING EDGE RESEARCH THAT HELPS PEOPLE BETTER UNDERSTAND HUMAN HISTORY, SOCIETY AND CULTURE. THE PURSE OF THE GRANT IS TO ESTABLISH THE DEAN OF LIBERAL ARTS FELLOWSHIP INITIATIVE. 50000 THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON 7000 FANNIN ST STE 1200 HOUSTON TX 77030 NONE PC THE OBJECTIVE OF UT HEALTH SCIENCE CENTER IS TO EDUCATE HEALTH SCIENCE PROFESSIONALS TO DISCOVER AND TRANSLATE ADVANCES IN THE BIOMEDICAL AND SOCIAL SCIENCES AND THE BEST PRACTICES IN CLINICAL CARE AND PUBLIC HEALTH. THE PURPOSE OF THE GRANT IS TO PROVIDE DISCRETIONARY FUNDS TO BE USED TO PURSUE EXCELLENCE IN MEDICINE. 100000 THE UC SANTA BARBARA FOUNDATION OFFICE OF DEVELOPMENT HUMANITIES AND FINE ARTS UCSB SANTA BARBARA CA 931061130 NONE PC THE UCSB FOUNDATION MANAGES FUNDS TO SUPPORT THE EDUCATIONAL MISSION AND PROGRAMS OF THE UNIVERSITY OF CALIFORNIA, SANTA BARBARA. THE PURPOSE OF THE GRANT IS TO PROVIDE FUNDS TO SUPPORT THE GRADUATE ENRICHMENT FUND FOR GRADUATE STUDENTS IN THE DEPARTMENT OF HISTORY OF ART AND ARCHITECTURE PROVIDING RESEARCH FUNDS TO ADVANCE THEIR PROFESSIONAL DEVELOPMENT. 40000 WELLESLEY COLLEGE 106 CENTRAL ST WELLESLEY MA 024818203 NONE PC WELLESLEY IS AN ALL-WOMEN'S INSTITUTION OF HIGHER LEARNING DEVOTED TO PROVIDING AN EXCELLENT EDUCATION AND DEVELOPING LEADERSHIP SKILLS. THE PURPOSE OF THE GRANT IS TO AUGMENT THE FAVROT FINANCIAL AID FUND AT WELLESLEY TO SUPPORT STUDENT SCHOLARSHIPS. 5000 ZOOLOGICAL SOCIETY OF SAN DIEGO PO BOX 120551 SAN DIEGO CA 921120551 NONE PC THE SAN DIEGO ZOO GLOBAL HAS TWO MISSIONS: (1) TO FEATURE WILDLIFE IN ITS NATIVE HABITAT AT THE ZOO AND SAFARI PARK; AND (2) TO CONSERVE WILDLIFE THROUGHOUT THE WORLD WITH WORLDCLASS RESEARCH AND ASSISTANCE. 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