2025-08-13T09:57:43-05:00 2024-12-31 741699466 FITTS ROBERTS KOLKHORST & CO PC 5718 WESTHEIMER STE 1900 HOUSTON TX 77057 990 2024-01-01 760613217 GLENWOOD CEMETERY HISTORIC PRESERVATION FOUNDATION GLEN 7138647886 2525 WASHINGTON AVENUE HOUSTON TX 77007 CARMEN H ALLISTON EXECUTIVE DIRECTOR/VICE PRESIDENT 7138647886 2025-08-11 1 1 ROGER L DUNCAN CPA P01087367 7132605230 2025-08-11 2024 2025-03-06 01:10:19Z CARMEN H ALLISTON 2525 WASHINGTON AVENUE HOUSTON TX 77007 3327520 0 X WWW.GLENWOODCEMETERY.ORG/FOUNDATION X 1998 TX ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, HISTORIC PRESERVATION, AND EDUCATIONAL PURPOSES. 17 16 0 0 0 0 1755547 588569 0 0 1323814 472756 748 478 3080109 1061803 0 0 0 0 100759 80742 0 0 123277 9807664 1144814 9908423 1225556 -6828314 -163753 6385770 6224248 12430297 9152 -6044527 6215096 PRESERVATION AND RESTORATION OF HISTORIC CEMETERY 0 0 948851 PRESERVATION AND RESTORATION OF HISTORIC CEMETERY 948851 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 X 17 16 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 X CARMEN H ALLISTON 7138647886 2525 WASHINGTON AVENUE HOUSTON TX 77007 WALLACE S WILSON TRUSTEE/VICE PRES./TREASUR 1.00 X X 0 0 0 EDWARD K NEUHAUS TRUSTEE 1.00 X 0 0 0 W TEMPLE WEBBER III TRUSTEE 1.00 X 0 0 0 NINA P WICKMAN TRUSTEE 1.00 X 0 0 0 JOANNE SEALE WILSON TRUSTEE 1.00 X 0 0 0 FRANCITA KOELSCH ULMER TRUSTEE 1.00 X 0 0 0 WILLIAM N MATHIS TRUSTEE 1.00 X 0 0 0 LORA JEAN KILROY WILSON TRUSTEE 1.00 X 0 0 0 RANSOM C LUMMIS PRESIDENT/TRUSTEE/CHAIRMAN 1.00 X X 0 0 0 JOAN NEUHAUS TRUSTEE 1.00 X 0 0 0 ANNE PEDEN TUCKER TRUSTEE 1.00 X 0 0 0 ELLANOR ALLDAY BEARD TRUSTEE 1.00 X 0 0 0 THAD GRUNDY JR SECRETARY/TRUSTEE 1.00 X X 0 0 0 BEN A GUILL TRUSTEE 1.00 X 0 0 0 BETH ROBERTSON TRUSTEE 1.00 X 0 0 0 CARMEN H ALLISTON EXECUTIVE DIRECTOR/VICE PR 1.00 X X 0 201594 6459 MELISSA KEAN TRUSTEE 1.00 X 0 0 0 RICHARD A AMBRUS FORMER EXECUTIVE DIRECTOR/ 1.00 X 0 342543 10461 0 544137 16920 0 1 1 0 WS BELLOWS CONSTRUCTION COMPANY 1906 AFTON ST HOUSTON TX 77055 CONSTRUCTION COMPANY 753051 1 588569 588569 66044 66044 2671856 2265144 406712 406712 406712 840 573 267 267 OTHER REVENUE 900099 211 211 211 1061803 407190 0 66044 80742 80742 11933 11933 32397 32397 41787 41787 948851 948851 ADMINISTRATION 63604 63604 GENERAL FUNDRAISING EXP 42535 42535 MISCELLANEOUS 2709 2709 MERCHANT FEES 974 974 24 24 1225556 948851 153428 123277 237415 648303 115429 72340 1340648 996510 1531 4427 7738 4686320 4499357 6385770 6224248 12430297 9152 12430297 9152 X -21539779 2487881 15495252 3727215 -6044527 6215096 6385770 6224248 X -163753 359867 12063509 X X 0 1 X 1 0 X 2259554 1115616 1177518 1755547 588569 6896804 2259554 1115616 1177518 1755547 588569 6896804 6896804 94007 96689 131881 139284 66255 528116 300 840 1140 7426060 0.92870 0.94870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3231064 3231064 3231064 3231064 3231064 3231064 2575131 683728 27795 3231064 2188948 409879 23696 2575131 0 0 0 X 1062376 573 573 1061803 0 1061803 1226129 573 573 1225556 0 1225556 PART V, LINE 4: FOR CHARITABLE AND HISTORICAL PRESERVATION PURPOSES OF THE FOUNDATION. PART X, LINE 2: ON JANUARY 1, 2009 THE FOUNDATION ADOPTED THE REVISION TO ASC 740 REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. AN ENTITY'S STATUS, INCLUDING ITS STATUS AS A TAX EXEMPT NOT-FOR-PROFIT ENTITY IS INCLUDED IN THE DEFINITION OF A TAX POSITION. THOUGH THE FOUNDATION IS AN EXEMPT ORGANIZATION FOR FEDERAL INCOME TAX PURPOSES, IT STILL HAS A TAX POSITION OF WHETHER IT QUALIFIES AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE FOUNDATION WOULD SUSTAIN ITS NOT-FOR-PROFIT STATUS UPON EXAMINATION BY THE SERVICE. FURTHER, MANAGEMENT IS NOT AWARE OF ANY UNRELATED BUSINESS INCOME BEING GENERATED ON BEHALF OF THE FOUNDATION WHICH WOULD SUBJECT IT TO INCOME TAX. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF BOOKS SOLD 573. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF BOOKS SOLD 573. X X X X 0 0 0 0 0 0 0 0 0 RICHARD A AMBRUS FORMER EXECUTIVE DIRECTOR/ 0 242543 0 0 0 100000 0 10461 0 0 0 353004 0 0 CARMEN H ALLISTON EXECUTIVE DIRECTOR/VICE PR 0 201594 0 0 0 0 0 6459 0 0 0 208053 0 0 FORM 990, PART VI, SECTION A, LINE 2 WALLACE S WILSON AND LORA JEAN KILROY WILSON ARE MARRIED FORM 990, PART VI, SECTION A, LINE 6 GLENWOOD CEMETERY HISTORIC PRESERVATION FOUNDATION IS A SOLE MEMBER ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A GLENWOOD CEMETERY HISTORIC PRESERVATION FOUNDATION IS A SOLE MEMBER ORGANIZATION. GLENWOOD CEMETERY INC. IS THE SOLE MEMBER. THE SOLE MEMBER ELECTS THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE BY-LAWS ARE SUBJECT TO THE APPROVAL OF MEMBERS. THERE WERE NO SUCH CHANGES TO THE BY-LAWS DURING THE TAX YEAR REQUIRING A MEMBERSHIP VOTE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING. CARMEN H. ALLISTON, EXECUTIVE DIRECTOR, REVIEWS AND APPROVES FORM 990. FORM 990, PART VI, SECTION B, LINE 12C SHOULD GLENWOOD CONTEMPLATE OR PROPOSE TO DO BUSINESS WITH ANY ORGANIZATION WHICH WOULD RESULT IN A DUALITY OF INTEREST OR A POSSIBLE CONFLICT OF INTEREST BY ANY MEMBER OF THE BOARD OF DIRECTORS OF GLENWOOD, SUCH DIRECTOR SHALL DISCLOSE SUCH INTEREST OR POSSIBLE CONFLICT OF INTEREST IN WRITING AT THE EARLIEST TIME PRACTICABLE UNDER THE CIRCUMSTANCES; FURTHER, IT SHALL BE MADE A MATTER OF RECORD BEFORE THE BOARD OF DIRECTORS AT A SCHEDULED MEETING. ANY DIRECTOR HAVING A DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHALL NOT VOTE OR USE PERSONAL INFLUENCE ON THE MATTER, AND SHALL NOT BE COUNTED IN DETERMINING THE QUORUM FOR CONSIDERATION AND VOTE ON THE PARTICULAR MATTER. THE MINUTES OF THE MEETING SHOULD REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, AND THE QUORUM SITUATION. ANY NEW DIRECTOR SHALL BE ADVISED OF THE FOREGOING POLICY AND PROCEDURE FOR IMPLEMENTATION UPON BECOMING A DIRECTOR. FAILURE TO PROVIDE FULL DISCLOSURE OF CONFLICTS AND/OR FALSIFICATION RELATING TO A CONFLICT MAY RESULT IN SANCTIONS AGAINST THE BOARD MEMBER, INCLUDING TERMINATION AS A BOARD MEMBER. FORM 990, PART VI, SECTION C, LINE 18 COPIES OF FORM 990 ARE KEPT IN THE OFFICE AND OPEN FOR INSPECTION AND COPYING ON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 BYLAWS, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS ARE KEPT IN THE OFFICE AND OPEN FOR INSPECTION AND COPYING ON REQUEST. FORM 990, PART XI, LINE 9: RELEASE OF LIABILITIES DUE TO GLENWOOD CEMETERY INC. 12,063,509. FORM 990, PART XI, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. GLENWOOD CEMETERY INC 2525 WASHINGTON AVENUE HOUSTON TX 77007 740646320 MANAGE & OPERATE CEMETERY TX 501(C)(13) N/A 0 GLENWOOD CEMETERY PERPETUAL SPECIAL CARE FUND 2525 WASHINGTON AVENUE HOUSTON TX 77007 746032945 INVESTMENT TX N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 GLENWOOD CEMETERY INC B 948851 CASH BASIS