2026-07-10T04:36:26-05:00 2025-12-31 861065772 DELOITTE TAX LLP 1111 BAGBY STREET SUITE 4500 HOUSTON TX 77002 990PF 2025-01-01 760443413 THE FANT FOUNDATION FANT 7136869631 1322 N POST OAK HOUSTON TX 77055 DOUGLAS D ROBB CPA 7139822000 2026-07-10 1 DOUGLAS D ROBB P00186181 7139822000 2025 2025-03-06 01:10:19Z X 1074312 X 3800 X 7601 7601 7601 23190 23190 23190 120 1395906 120 34711 30911 30791 0 0 0 0 5409 2233 5409 0 6379 39 6379 0 8862 8675 8862 0 20650 10947 20650 0 135000 135000 155650 10947 20650 135000 -120939 19964 10141 53291 86 86 874927 799602 826309 199424 207015 224417 23500 23500 23500 1151142 1030203 1074312 0 0 X 0 0 0 0 1151142 1030203 1151142 1030203 1151142 1030203 1151142 -120939 0 1030203 0 1030203 AECOM P 2025-02-27 2025-05-13 19171 17629 1542 1542 ALLISON TRANSMISSION HLDGS INCORPORATED P 2024-12-03 2025-02-27 15215 17494 -2279 -2279 ALTRIA GROUP INCORPORATED P 2024-12-03 2025-05-13 17382 17382 0 0 AMEDISYS INCORPORATED P 2024-12-03 2025-02-27 18348 17438 910 910 CENCORA INCORPORATED P 2024-12-03 2025-05-13 19852 17833 2019 2019 BEST BUY INCORPORATED P 2024-12-03 2025-05-13 14505 17479 -2974 -2974 BIOGEN INCORPORATED P 2025-02-27 2025-05-13 15313 17698 -2385 -2385 BOOZ ALLEN HAMILTON HLDG CORPORATION CLASS A P 2025-02-27 2025-05-13 19341 17667 1674 1674 BRISTOL-MYERS SQUIBB COMPANY P 2025-02-27 2025-05-13 14388 17726 -3338 -3338 BUILDERS FIRSTSOURCE INCORPORATED P 2025-02-27 2025-05-13 15811 17658 -1847 -1847 CGI INCORPORATED CLASS A SUB VTG (CANADA) P 2024-12-03 2025-05-13 16867 17402 -535 -535 THE CIGNA GROUP P 2024-12-03 2025-05-13 15549 15549 0 0 CVS HEALTH CORPORATION P 2024-07-22 2025-05-13 15727 14947 780 780 CALL: CVS HEALTH CORPORATION P 2025-02-27 2025-02-28 444 -444 -444 CARDINAL HEALTH INCORPORATED P 2024-12-03 2025-02-27 18115 17380 735 735 CARLISLE COMPANIES INCORPORATED P 2025-02-27 2025-05-13 20806 17597 3209 3209 CATERPILLAR INCORPORATED P 2025-02-27 2025-05-13 18099 17466 633 633 CHARTER COMMUNICATIONS INCORPORATED NEW CLASS A P 2025-05-14 2025-08-12 10751 16875 -6124 -6124 CISCO SYSTEMS INCORPORATED P 2024-12-03 2025-02-27 19046 17466 1580 1580 COCA COLA CONS INCORPORATED P 2024-12-03 2025-02-27 17668 16859 809 809 COGNIZANT TECHNOLOGY SOLUTIONS CLASS A P 2024-12-03 2025-05-13 17883 17454 429 429 COMCAST CORP NEW CLASS A P 2025-02-27 2025-05-13 17635 17639 -4 -4 CONAGRA BRANDS INCORPORATED P 2025-02-27 2025-05-13 16086 17769 -1683 -1683 DAVITA INCORPORATED P 2025-02-27 2025-05-13 17284 17707 -423 -423 DECKERS OUTDOOR CORPORATION P 2025-02-27 2025-05-13 16420 17738 -1318 -1318 DELL TECHNOLOGIES INCORPORATED CLASS C P 2024-12-03 2025-05-13 15033 15033 0 0 DICKS SPORTING GOODS INCORPORATED P 2024-12-03 2025-02-27 18461 17471 990 990 EBAY INCORPORATED P 2024-12-03 2025-05-13 19585 17949 1636 1636 EMCOR GROUP INCORPORATED P 2024-12-03 2025-05-13 16083 17169 -1086 -1086 EXPEDIA GROUP INCORPORATED COM NEW P 2024-12-03 2025-05-13 16730 17895 -1165 -1165 EXPEDITORS INTERNATIONAL WASH INCORPORATED P 2024-12-03 2025-05-13 17325 17780 -455 -455 FOX CORPORATION CLASS A COM P 2024-12-03 2025-05-13 20787 17469 3318 3318 GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK P 2024-12-03 2025-05-13 15851 17443 -1592 -1592 GENERAL MLS INCORPORATED P 2024-12-03 2025-05-13 14247 17474 -3227 -3227 GENUINE PARTS COMPANY P 2024-12-03 2025-05-13 16774 17454 -680 -680 HP INCORPORATED P 2024-12-03 2025-05-13 13668 17491 -3823 -3823 HALLIBURTON COMPANY P 2024-12-03 2025-05-13 11806 17480 -5674 -5674 HERSHEY COMPANY P 2025-02-27 2025-05-13 16903 17725 -822 -822 HOLOGIC INCORPORATED P 2025-02-27 2025-05-13 15905 17770 -1865 -1865 INCYTE CORPORATION P 2025-02-27 2025-05-13 14598 17679 -3081 -3081 INTERPUBLIC GROUP COMPANIES INCORPORATED P 2024-12-03 2025-02-27 15762 17479 -1717 -1717 JABIL INCORPORATED P 2024-12-03 2025-02-27 20576 17488 3088 3088 JACOBS SOLUTIONS INCORPORATED P 2024-12-03 2025-02-27 16450 17940 -1490 -1490 KLA CORPORATION COM NEW P 2025-05-14 2025-08-12 19596 16664 2932 2932 KEURIG DR PEPPER 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2025-05-14 2025-12-02 24369 16896 7473 7473 TAPESTRY INCORPORATED P 2024-12-03 2025-05-13 22706 17442 5264 5264 TENET HEALTHCARE CORPORATION COM NEW P 2024-12-03 2025-02-27 16678 17396 -718 -718 TOPBUILD CORPORATION P 2024-12-03 2025-02-27 13476 17190 -3714 -3714 ULTA BEAUTY INCORPORATED P 2024-12-03 2025-05-13 18177 17343 834 834 UNITED THERAPEUTICS CORPORATION DEL P 2024-12-03 2025-05-13 14376 17359 -2983 -2983 VERISIGN INCORPORATED P 2024-12-03 2025-02-27 22066 17387 4679 4679 WARNER MUSIC GROUP CORPORATION COM CLASS A P 2024-12-03 2025-02-27 18415 17470 945 945 WILLIAMS SONOMA INCORPORATED P 2024-12-03 2025-02-27 19081 17479 1602 1602 YUM BRANDS INCORPORATED P 2025-05-14 2025-08-12 16478 16908 -430 -430 ALLEGION PLC ORD SHS (IRELAND) P 2025-02-27 2025-05-13 19672 17743 1929 1929 AMDOCS LIMITED SHS (GUERNSEY) P 2024-12-03 2025-02-27 17791 17463 328 328 CVS HEALTH CORPORATION P 2021-04-01 2025-05-13 2405 2893 -488 -488 KRAFT HEINZ COMPANY P 2020-02-24 2025-05-13 15362 14691 671 671 120 -63 277 0 277 0 277 2367 0 0 0 2367 0 2090 2090 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A STEPHEN SWAN 7136869631 1322 N POST OAK HOUSTON TX 77055 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 JANA FANT CO NEW PROCESS STEEL 1322 N POST OAK HOUSTON TX 77055 VICE PRESIDENT 2.00 0 0 0 STEPHEN SWAN CO NEW PROCESS STEEL 1322 N POST OAK HOUSTON TX 77055 TREASURER/SECRETARY 2.00 0 0 0 RICHARD E FANT CO NEW PROCESS STEEL 1322 N POST OAK HOUSTON TX 77055 PRESIDENT 2.00 0 0 0 NONE 0 NONE 0 THE FANT FOUNDATION WAS FORMED TO PROVIDE SUPPORT AND ASSISTANCE TO IMPOVERISHED, DISTRESSED AND DISADVANTAGED INDIVIDUALS AND FAMILIES WHO SEEK TO IMPROVE THEIR PRESENT LIVING CONDITIONS. IN ORDER TO ACCOMPLISH THIS CHARITABLE PURPOSE, THE FOUNDATION MAINTAINS DIRECT AND SIGNIFICANT INVOLVEMENT IN PROVIDING RELIEF TO THESE PERSONS BY SUPPLYING FOOD, CLOTHING, MONEY, TRANSPORTATION, GUIDANCE, GENERAL COUNSELING AND OTHER NECESSARY GOODS OR SERVICES THROUGH DIRECT ACTIVE CONDUCT, WITHOUT THE ASSISTANCE OF AN INTERVENING ORGANIZATION OR AGENCY. (CONTINUED ON ACTIVITY TWO.) 35000 THE FOUNDATION'S PRIMARY OBJECTIVE IS TO PROVIDE HUMANITARIAN SERVICES, IN-KIND ASSISTANCE AND FINANCIAL SUPPORT TO SELECTED RECIPIENTS WHO DEMONSTRATE A WILLINGNESS AND DESIRE TO IMPROVE THEIR ECONOMIC LIVING CONDITIONS, BUT ARE INCAPABLE DUE TO THEIR ECONOMIC, MENTAL OR PHYSICAL LIMITATIONS OR CIRCUMSTANCES. THESE RECIPIENTS MAY, OR MAY NOT, OTHERWISE QUALIFY FOR OR RECEIVE ASSISTANCE FROM OTHER ORGANIZATIONS OR AGENCIES. ON OCCASION THE FOUNDATION MAY PROVIDE TEMPORARY RELIEF IN THE FORM OF FOOD, CLOTHING AND OTHER ESSENTIAL GOODS TO PERSONS IN AREAS STRICKEN BY NATURAL DISASTERS. DURING 2025, THE DIRECT CHARITABLE ACTIVITIES OF THE FOUNDATION WERE FOCUSED PRIMARILY ON IMPOVERISHED, INDIGENT, DISTRESSED AND DISADVANTAGED PERSONS LIVING IN TEXAS. (CONTINUED ON ACTIVITY THREE.) 0 RECIPIENTS WERE IDENTIFIED AND SCREENED BY THE FOUNDATION BASED UPON SPECIFIC INFORMATION GATHERED DURING RESEARCH, FIELD WORK AND FROM SUPPORT APPLICATIONS OR RECOMMENDATIONS MADE BY OTHER ORGANIZATIONS AND AGENCIES. THE EXISTING LIVING CONDITIONS OF THE RECIPIENTS WERE ASSESSED BY THE FOUNDATION IN LIGHT OF THE RECIPIENT'S SPECIFIC ECONOMIC, MENTAL OR PHYSICAL LIMITATIONS AND CIRCUMSTANCES. DETERMINATIONS REGARDING THE SELECTION OF THE RECIPIENTS AND SUPPORT AWARDED DURING 2025 WERE MADE BY THE FOUNDATION'S BOARD BASED UPON FOUNDATION MANAGER RECOMMENDATIONS AND REPORTS REGARDING EACH RECIPIENT'S SPECIFIC CIRCUMSTANCES AND LEVEL OF NEED. THROUGH ON-GOING FOLLOW UP, THE SPECIFIC CONDITIONS OF THE RECIPIENTS ARE MONITORED AND RECORDED. BASED UPON THIS INFORMATION, DECISIONS REGARDING APPROPRIATE LEVELS OF CONTINUED SUPPORT ARE MADE BY THE FOUNDATION'S BOARD. 0 NONE 0 0 0 1071936 10548 23500 1105984 0 0 1105984 16590 1089394 54470 54470 277 277 54193 0 54193 0 54193 135000 0 135000 54193 0 0 1353948 368529 45728 1768205 135000 0 0 0 54193 80807 0 0 1849012 0 0 0 0 0 0 0 1849012 1353948 368529 45728 80807 FANT FOUNDATION 1322 N POST OAK HOUSTON TX 77055 7133161229 PLEASE WRITE TO THE FANT FOUNDATION FOR APPLICATION INFORMATION AND MATERIALS. NOT APPLICABLE AWARDS FOR SUPPORT AND ASSISTANCE ARE MADE TO INDIVIDUALS ON A NONDISCRIMINATORY BASIS AND MAY BE LIMITED/RESTRICTED TO SPECIFIC PURPOSES. WHOLE HEALTH CENTER HOUSTON BENEFITTING VARIOUS PATIENTS 5721 WINSOME LN HOUSTON TX 77057 NC MEDICAL 15000 BREAKTHROUGH T1D 200 VESEY STREET 28TH FLOOR NEW YORK NY 10281 PC GENERAL FUND 50000 POWER FOR PARKINSON'S 5555 N LAMAR BLVD SUITE C109 AUSTIN TX 78751 PC GENERAL FUND 50000 FLORDELY BONORA 8723 AUTUMN LN HOUSTON TX 77016 NC ASSISTANCE WITH ESSENTIAL LIVING EXPENSES 20000 135000 0 14 7601 14 23190 120 0 30791 120 30911 7 NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 NONE 0 RAYMOND JAMES 799602 826309 OTHER INVESTMENTS AT COST 207015 224417 GRAVEL PIT 23500 23500 23500 BANK SERVICE CHARGES 187 0 187 0 MANAGEMENT FEES 8675 8675 8675 0 PROFESSIONAL FEES 5409 2233 5409 0 FOREIGN TAX PAID 39 39 39 0 PROPERTY TAX PAID 2340 0 2340 0 FEDERAL EXCISE TAX PAID 4000 0 4000 0