2026-03-07T14:10:43-05:00 2025-12-31 990PF 2025-01-01 471916319 MARK AND TRACIE MONROE FAMILY FOUNDATION MARK 8302200504 8800 CALERA DR AUSTIN TX 787351572 Mark Monroe President and Director 8302200504 2026-03-09 2025 2025-03-06 01:10:19Z X 5337658 X 107871 199274 199509 0 5600 430783 11993 0 0 0 0 0 0 0 0 312745 211502 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 170 0 0 170 3170 0 0 170 262504 262504 265674 0 0 262674 47071 211502 0 2837 1 1 75830 53484 53452 3620 0 3620 3620 0 0 0 0 100000 100000 99788 0 0 1425086 1610503 1645598 0 2525458 2408674 3535199 0 0 0 0 4129211 4176282 5337658 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4129211 4176282 4129211 4176282 4129211 4176282 4129211 47071 4176282 4176282 Public Traded Securities 50000 0 48313 1687 1687 Public Traded Securities 57000 0 52037 4963 4963 Public Traded Securities 90308 0 86488 3820 3820 Public Traded Securities 43426 0 41909 1517 1517 Public Traded Securities 190049 0 190043 6 6 11993 2940 2940 2940 4326 0 0 4326 1386 1386 0 false false false 0 0 0 false false false false true true TX true false false false false true None Mark Monroe 8302200504 8800 CALERA DR AUSTIN TX 787351572 false false false false false false false false false false false false false false false false false false false false false Mark Monroe 8800 Calera Drive Austin TX 78735 President and Director 5.00 0 0 0 Tracie Monroe 8800 Calera Drive Austin TX 78735 Secretary and Director 0.50 0 0 0 Ashley Monroe 17100 Yellowstar Drive Austin TX 78738 Director 0.50 0 0 0 Casady Monroe 1134 SE 60th Avenue Portland OR 97215 Director 0.50 0 0 0 NONE NONE 5111513 19688 0 5131201 0 0 5131201 76968 5054233 252712 252712 2940 0 2940 249772 0 249772 0 249772 262674 0 0 0 0 262674 249772 227239 0 262674 227239 35435 0 0 0 0 214337 0 Mark Monroe X Horatio Alger Association 99 Canal Center Plaza Suite 320 Alexandria VA 22314 No Relationship PC Educational contribution 5000 OU Foundation 100 W Timberdell Rd Norman OK 73019 No Relationship PC Harold Hamm Diabetes Center 10000 Dell Childrens Foundation 4900 Mueller Blvd Austin TX 78723 No Relationship PC Neonatal intensive care unit 100000 Austin Smiles 9415 Burnet Road Austin TX 78758 No Relationship PC General Support 20000 USAHello PO Box 15167 Portland OR 97293 No Relationship PC General support 1000 Lymphatic Education Research Net 154 West 14 Street 2nd floor New York NY 10011 No Relationship PC General support 1000 Glencoe Elementary PTA 825 SE 51st Avenue Portland OR 97215 No Relationship PC General support 1500 Fb4K Portland Inc 1820 Northshore Rd Lake Oswego OR 97034 No Relationship PC General support 1000 Community Initiatives 1000 Broadway 480 Oakland CA 94607 No Relationship PC Bike Bus World 1000 Bike Loud PDX 2031 SE Harrison Street Portland OR 97214 No Relationship PC General support 5000 Write Around Portland 133 SW 2nd Str Porland OR 97204 No Relationship PC General support 5000 Rahabs Sisters PO Box 90234 Portland OR 97290 No Relationship PC General support 15000 Kinship House 1823 NE 8th Avenue Portland OR 97212 No Relationship PC General support 10000 MD Anderson Cancer Center PO Box 301439 Houston TX 77230 No Relationship PC General support 5000 Umbrella PO Box 14442 Portland OR 97293 No Relationship PC Strong Towns PDX 1000 Austin Zoo PO Box 91808 Austin TX 78709 No Relationship PC $10,000 for care of animals and $7,500 general support 17500 Continental Resources Community Fd PO Box 269000 Oklahoma City OK 73126 No Relationship PC General support 1000 Providence Portland Medical Fdtn 4805 NE Glisan Street Portland OR 97213 No Relationship PC General support 5000 Bat Conservation International 500 N Capital of TX Hwy Building 1 201 Austin TX 78746 No Relationship PC General support 500 Caritas of Austin PO Box 1947 Austin TX 78767 No Relationship PC General support 2500 First Tee of Canton 2525 25th Street NE Canton OH 44705 No Relationship PC General support 1500 University of Texas 9011 Mountain Ridge Dr Austin TX 78759 No Relationship PC General support for UT Medical Center 50000 P Ear 338 NW 6th Portland OR 97209 No Relationship PC General support 2000 Bee Cave Elementary PTO 14300 Hamilton Pool Rd Austin TX 78738 No Relationship PC General support 1004 262504 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 false false false false false false false false false false X X 1 Mark Monroe 8800 Calera Dr Austin TX 78735 49988 X 2 Mark Monroe 8800 Calera Dr Austin TX 78735 57883 X 1 Allstate Corp $50,000 0.75% bonds due 12 15 2025 and accrued interest - publicly traded securities 49988 2025-11-18 2 First Horizon Corp $57,000 bonds due 5 26 2025 and accrued interest -- publicly traded securities 57883 2025-04-30 First Horizon Corp $7,000 4% bonds due 5/26/2025 2025-04 Donations 2025-05 First Horizon Corp 7000 4 bonds due 5 26 2025 7000 6990 0 0 Vanguard IT Bond Fund (VCIT) 2022-12 Purchase 2025-04 Vanguard IT Bond Fund VCIT 90308 86488 0 0 SPDR IT Bond Index (SPIB) 2022-12 Purchase 2025-09 SPDR IT Bond Index SPIB 43426 41909 0 0 Ishares short treasury bond ETF (SHV) 2025-01 Purchase 2025-11 Ishares short treasury bond ETF SHV 190049 190043 0 0 First Horizon Corp $50,000 4% bonds due 5/26/2025 2025-04 Donations 2025-05 First Horizon Corp 50000 4 bonds due 5 26 2025 50000 49924 0 0 Allstate Corp $50,000 0.75% bonds due 12/15/2025 2025-11 Donations 2025-12 Allstate Corp 50000 075 bonds due 12 15 2025 50000 49829 0 0 Bank of America 5.45 percent due 12-2037 multi-step 0 0 HP 5.5% due 1/2033 98707 103157 Wells Fargo 5.6% due 7/2026 multi-step 0 0 Pioneer Natural Resources 7.2 percent due 1-2028 103528 106088 Ally Financial 6.05 percent due 12-2025 0 0 Continental Resources 4.375 percent due 1-2028 93255 99804 GMAC 8 percent due 11-2031 104098 113500 Diamondback Energy 6.25 percent due 3-2033 51414 53872 Globe Life 4.8% due 6/2032 46195 50385 JPMorgan 6% due 3/2044 50000 50172 Morgan Stanley 5.85% due 6/2044 50000 49282 Goldman Sachs 5.15% due 5/2045 95882 93903 Wells Fargo 5.5% due 6/2028 multi-step 0 0 Citigroup 5.5% due 7/2031 100000 99712 Ally Financial 8% due 2/2031 26295 28378 John Deere Capital 5.15% due 9/2033 50809 52402 Oneok 4.55% due 7/2028 96589 100833 Toyota Motor 5.55% due 11/2030 51010 52826 OGE 5.4% due 1/2033 103790 104653 Citigroup 5.3% due 12/2032 100000 100859 Deutsche Bank 5.45% due 3/2045 50000 49356 Goldman Sachs 0% $13,000 due 2/2039 6013 5760 JPMorgan 5.502% due 1/2036 53550 52255 Lowes 5.8% due 9/2062 24235 24400 National Bank of Canada 50000 49019 Philip Morris 4.625% due 10/2035 49190 48914 Prudential Ins 5.2% due 3/2035 50007 51247 United Health 3.95% due 10/2042 41978 41392 US Bancorp 6% due 3/2045 50000 49147 RJ Reynolds 8.125% due 5/2040 13958 14282 100000 99788 100000 99788 Shares of Morgan Stanley 6.625% preferred AT COST 51921 51999 Shares of M&T Bank 7.5% preferred AT COST 28728 30267 Shares of Capital One Bank 4.8% preferred AT COST 49685 47034 Bank of America 5.1% CD due 3 14 2025 AT COST 0 0 Shares of DVY ETF AT COST 312754 407330 Shares of SCHD ETF AT COST 364788 456710 Shares of SPY ETF AT COST 585647 1300421 Shares of VYM ETF AT COST 307687 462134 Shares of VTV ETF AT COST 59471 76396 Shares of SDY ETF AT COST 63540 69580 Shares of SPHD ETF AT COST 59923 62400 Shares of VYMI ETF AT COST 67760 90000 Shares of VLUE ETF AT COST 63732 82038 Shares of VCLT ETF AT COST 201000 193418 Shares of Allstate 7.375% preferred stock AT COST 50000 52620 Shares of VCIT ETF AT COST 0 0 Shares of SPDR S&P 500 High Dividend SPYD AT COST 66808 76769 Shares of SPIB ETF AT COST 6572 6931 Southern Co 6.5% preferred callable 3 2030 AT COST 18750 19050 Wells Fargo 4.375% preferred callable 2 2026 AT COST 49908 50102 Form 990PF tax software 170 0 0 170 2025 estimated excise tax payment 3000 0 0 0