2024-05-13T08:59:02-05:00 2023-06-30 262030796 MORANO FINANCIAL LLC 3300 BEE CAVE ROAD SUITE 650-1316 AUSTIN TX 78746 990 2022-07-01 746013014 TEXAS HISTORICAL FOUNDATION TEXA 5124532154 3003 SWISS AVENUE DALLAS TX 75204 TOM DOELL AUDIT COMMITTEE CHAIR 5124532154 2024-05-13 1 TOM DOELL 999009999 0 JIM MORANO P00834215 5125174285 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X TOM DOELL 3003 SWISS AVENUE DALLAS TX 75204 1939056 0 X N/A X 1954 TX HISTORICAL PRESERVATION OF TEXAS HISTORY AND ARTIFACTS. 68 68 4 0 0 0 341461 1243497 2255 22656 132431 90295 -347471 582608 128676 1939056 121415 120650 0 0 139252 319194 0 0 183633 179136 379717 439803 819561 -311127 1119495 3476259 4640216 32025 76487 3444234 4563729 PRESERVATION OF TEXAS HISTORY AND ARTIFACTS. 0 0 10457 JACK R. WAHLQUIST DIRECTORS' ENDOWMENT FUNDS FOR SPECIAL PROJECTS IN PRESERVATION AND PROMOTION OF TEXAS HISTORY. 60235 24610 RED MCCOMBS FUND FOR HERITAGE MAGAZINE PUBLISHING AND PRINTING 9059 J.P. BRYAN PRESERVATION FUND FOR GENERAL PRESERVATION AND PROMOTION OF TEXAS HISTORY 223865 120650 207703 223865 120650 207703 284100 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 4 0 0 0 0 0 0 0 0 0 0 0 X 68 68 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X TEXAS HISTORIAL FOUNDATION 5124532154 3003 SWISS AVENUE DALLAS TX 75204 SEE ATTACHED DETAIL BOARD OF DIRECTORS 0.00 X 0 0 0 DAVID PREZIOSI EXECUTIVE DIRECTOR 40.00 X 117236 0 0 117236 0 0 1 0 0 0 0 148627 1094870 1243497 REALIZED GAINS 523000 21964 21964 HERITAGE ADVERTISING 541800 684 684 MERCHANDISE 459900 8 8 22656 90295 90295 432383 0 432383 432383 UNREALIZED GAINS 900099 143286 143286 OTHER 900099 4539 4539 MEMORIAL DONATIONS 900099 2400 2400 150225 1939056 263176 0 432383 120650 120650 121500 48600 60750 12150 158007 41782 106967 9258 18417 5955 11051 1411 21270 6878 12763 1629 22035 22035 59497 59497 1287 1287 5501 5501 290 290 9714 9714 196975 37790 159185 4746 4746 PRINTING AND REPRODUCTI 61464 60235 1229 BANK & CREDIT CARD CHAR 11090 11090 POSTAGE & DELIVERY 3744 3744 TELEPHONE 1668 1668 1706 1706 819561 284100 351828 183633 349010 403427 7300 55500 2799 5750 14877 14127 750 750 3116400 4174789 3476259 4640216 6495 32025 63815 0 6177 32025 76487 X 442464 753426 3001770 3810303 3444234 4563729 3476259 4640216 1119495 0 X X 0 1 X 1 0 X 538041 723917 1673866 -5814 848078 3778088 2971 2681 2122 2060 684 10518 541012 726598 1675988 -3754 848762 3788606 0 0 0 3788606 57948 52162 49498 132431 90295 382334 57948 52162 49498 132431 90295 382334 598960 778760 1725486 128677 939057 4170940 0.90830 0.90660 0.09170 0.09340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1982799 1982799 1982799 1982799 1073978 908821 1982799 857248 216730 1073978 685748 171500 857248 0 0 750 750 14127 14127 0 750 MONEY MARKET FUNDS 1138652 F EXCHANGE TRADED FUNDS 559720 F STOCK MUTUAL FUNDS 1763882 F BOND MUTUAL FUNDS 712535 F 4174789 ACCRUED PAYROLL 6177 6177 X 1939056 0 1939056 0 1939056 819561 0 819561 0 819561 PART X, LINE 2: THE ORGANIZATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDING 2020, 2021, AND 2022 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER IT WAS FILED. THE ORGANIZATION HAS ADOPTED FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THAT STANDARD PRESCRIBES MINIMUM THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE FOR DE-RECOGNITION, CLASSIFICATION, INTEREST, AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. THERE WERE NO UNCERTAIN TAX POSITIONS IDENTIFIED. STAR OF TEXAS 424383 424383 424383 424383 424383 THE STAR OF TEXAS AWARD HONORS INDIVIDUALS, OR BUSINESSES, FOR THEIR EXCEPTIONAL CONTRIBUTIONS TOWARD PRESERVING THE LONE STAR STATE'S HISTORY AND CULTURE WHILE INSPIRING ITS FUTURE. 1 12 0 PART I, LINE 2: THE FOUNDATION'S GRANT COMMITTEE REVIEWS APPLICATIONS FOR GRANT ASSISTANCE AND SUBMITS ITS RECOMMENDATIONS TO THE BOARD FOR APPROVAL. THE BOARD REVIEWS THE RECOMMENDATION FOR COMPLIANCE WITH ITS INTENDED MISSION AND DECIDES WHETHER OR NOT TO APPROVE THE GRANT. THE ORGANIZATION RELIES ON THE RECIPIENT TO PROVIDE THE FDN IN WRITING. X 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AUDIT COMMITTEE RECEIVES FORM 990 BY EMAIL AND TELEPHONE CONFERENCE DISCUSSION MAY BE SCHEDULED WITH MEMBERS, IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 12C EVERY DIRECTOR AND OFFICER OF THF AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THF IS A CHARITABLE ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES AS AN INDEPENDENT DIRECTOR. THE EXECUTIVE COMMITTEE SHALL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY BY REVIEWING ANNUAL STATEMENTS AND TAKING SUCH OTHER ACTIONS AS ARE NECESSARY FOR EFFECTIVE OVERSIGHT. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, EXECUTIVE DIRECTOR CONTACTS AUDIT COMMITTEE FOR APPROVAL TO PROVIDE INFORMATION TO PUBLIC. FORM 990, PART XII, LINE 2C. THE PROCESS IS CONSISTENT WITH THE PRIOR YEAR.