2025-10-06T13:22:20-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2024-01-01 882103524 APEX HERITAGE FOUNDATION WOOD 7133332200 515 POST OAK BLVD 1000 HOUSTON TX 77027 SCOTT COULTER TREASURER 7133332200 2025-10-05 1 0 STEVE TALBOT P01695427 5058787200 2025-10-05 2024 2025-03-06 01:10:19Z STEVEN MADDEN 515 POST OAK BLVD 1000 HOUSTON TX 77027 294423 0 6291 X N/A X 2022 TX PROVIDE SUPPORT FOR 501(C)(3) ORGANIZATIONS. 3 3 0 3 0 0 7175000 292743 0 0 9 1443 0 0 7175009 294186 0 0 0 0 0 0 0 0 0 10001 37317 10001 37317 7165008 256869 7490088 299280 0 0 7490088 299280 PROVIDE SUPPORT FOR 501(C)(3) ORGANIZATIONS. 0 0 35000 APEX HERITAGE FOUNDATION HAS YET NOT ISSUED ANY GRANTS. 35000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 1 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X NELSON HERNANDEZ 7133332200 515 POST OAK BLVD SUITE 1000 HOUSTON TX 77027 X STEVEN MADDEN PRESIDENT/DIRECTOR 1.00 0.00 X X 0 0 0 KELLY MADDEN SECRETARY/DIRECTOR 1.00 0.00 X X 0 0 0 SCOTT COULTER TREASURER/DIRECTOR 1.00 0.00 X X 0 0 0 0 0 0 0 0 0 0 0 292743 279467 292743 1402 1402 278 237 41 41 41 294186 0 0 1443 35000 35000 2300 2300 17 17 37317 35000 2317 0 40088 17490 7450000 281790 7490088 299280 0 0 X 7490088 299280 7490088 299280 7490088 299280 256869 -7447677 0 X 0 1 X 1 0 X X 1 GREATER HOUSTON COMMUNITY FOUNDATION 237160400 8 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 PART IV, SECTION A, LINE 9C APEX HERITAGE INVESTMENTS, INC., A SUBSTANTIAL CONTRIBUTOR TO THE ORGANIZATION, OWNS 23.1% OF SMGI STOCK, WHICH IS ALSO OWNED BY THE ORGANIZATION. BOARD MEMBERS STEVEN AND KELLY MADDEN OWN APEX HERITAGE INVESTMENTS THROUGH PARTNERSHIPS AND LLCS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3). HOWEVER, THE FOUNDATION IS SUBJECT TO TAXES ON UNRELATED BUSINESS INCOME. THE FOUNDATION HAD NO SIGNIFICANT UNRELATED BUSINESS INCOME IN 2024 AND 2023. THE FOUNDATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. BASED ON AN EVALUATION OF ITS TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED. X 1 279467 MARKET VALUE 0 0 1 0 SCHEDULE M, PART I, COLUMN (B) NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 2 STEVEN MADDEN, PRESIDENT/DIRECTOR, AND KELLY MADDEN, SECRETARY/DIRECTOR, ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS A SOLE MEMBER, THE GREATER HOUSTON COMMUNITY FOUNDATION. THE FOLLOWING MATTERS ARE RESERVED TO THE MEMBER AND REQUIRE AFFIRMATIVE ACTION OF THE MEMBER TO BE EFFECTIVE. A. MERGER, ACQUISITION, OR CONSOLIDATION OF THE ORGANIZATION. B. BORROWING OR LENDING OF MONEY OR THE CREATION OF INDEBTEDNESS THROUGH THE GUARANTY OF ANOTHER'S DEBT OR SIMILAR ACTION. C. REMOVAL OF ONE OR MORE MEMBERS OF THE BOARD OF DIRECTORS. D. IMPOSING ANY RESTRICTIONS ON THE ORGANIZATION TO PREVENT IT FROM LOSING ITS STATUS AS A NONPROFIT ORGANIZATION UNDER THE U.S. TAX CODE. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER AND THEIR RIGHTS ARE DESCRIBED IN THE NOTE TO PART VI, LINE 6. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL DOCUMENT WAS DISTRIBUTED VIA E-MAIL TO THE BOARD MEMBERS FOR REVIEW PRIOR TO FILING. THE TAX MANAGER AND CONTROLLER OF THE GREATER HOUSTON COMMUNITY FOUNDATION INITIALLY REVIEW THE 990. UPON THE RESOLUTION OF ANY QUESTIONS RAISED BY THESE INDIVIDUALS AND ANY CHANGES THAT RESULT FROM THIS REVIEW, THE COMPLETED DOCUMENT IS THEN DISTRIBUTED TO THE PRINCIPAL OFFICER FOR THEIR REVIEW. ONCE REVIEWED BY THIS INDIVIDUAL, AND UPDATED WITH ANY CHANGES, A FINALIZED COPY IS PROVIDED TO THIS INDIVIDUAL FOR FINAL REVIEW AND APPROVAL, PRIOR TO DISTRIBUTION TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL DIRECTORS, NON-DIRECTOR COMMITTEE MEMBERS, AND EMPLOYEES ANNUALLY. THEY ARE ASKED TO ACKNOWLEDGE RECEIPT BY RETURNING A SIGNED ACKNOWLEDGMENT. WHEN DISCUSSION OCCURS AND/OR VOTES ARE TAKEN IN COMMITTEE AND/OR BOARD MEETINGS AND A MEMBER INDICATES A CONFLICT OF INTEREST, SUCH CONFLICTS ARE NOTED IN THE MINUTES OF THE MEETING AND THE MEMBER ABSTAINS FROM ANY VOTE TAKEN. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE CERTIFICATE OF FORMATION, BYLAWS, AND CONFLICT OF INTEREST POLICY MAY BE OBTAINED BY CALLING THE OFFICE. THE ORGANIZATION'S FINANCIALS ARE NOT SEPARATELY AUDITED. A COPY OF THE CONSOLIDATED AUDITED FINANCIALS FOR THE RELATED ORGANIZATION, THE GREATER HOUSTON COMMUNITY FOUNDATION, MAY BE REQUESTED BY CALLING THE OFFICE. AALMAAH FUND 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 862437209 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 BARBARA BUSH HOUSTON LITERACY FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 465037878 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 BILL AND SARA MORGAN REAL ESTATE FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 760651865 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 CENTER FOR COMMUNITY INITIATIVES OF GREATER HOUSTON COMMUNITY FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 760656975 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 COMISKEY FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 311620240 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 CONNECTIVE 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 843567749 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 FIGHTFORUS 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 851044824 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 FRANK LIU JR FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 202984875 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 GFGH FUNDRAISING 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 862471697 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 GREAT SOUTHWEST EQUESTRIAN FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 813819013 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 GREATER HOUSTON COMMUNITY FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 237160400 PROVIDE SERVICES AND FINANCIAL ASSISTANCE TO THE COMMUNITY TX 501(C)(3) LINE 8 N/A 0 HOPE BIOSCIENCES STEM CELL RESEARCH FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 843802908 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 HOUSTON COALITION AGAINST HATE 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 850792466 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 HOUSTON IN ACTION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 830940984 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 LEWIS FAMILY CHARITABLE FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 134229533 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 MAROON RESEARCH INSTITUTE 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 882132218 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 MENTAL HEALTH CHANNEL 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 814350322 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 ST ALBERT TRUST 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 277099515 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 THE HOUSTON FUND FOR SOCIAL JUSTICE AND ECONOMIC EQUITY 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 853674651 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 VIRANI FAMILY FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 862515859 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 WITHMERCI FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 831178054 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 WOODNEXT PHILANTHROPIES 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 881330756 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 WOODWAY SUPPORTING FOUNDATION 3 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 823398078 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 WOODWAY SUPPORTING FOUNDATION 5 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 851090393 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 WOODWAY SUPPORTING FOUNDATION 6 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 851095295 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 WOODWAY SUPPORTING FOUNDATION 8 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 854192431 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 WOODWAY SUPPORTING FOUNDATION 9 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 862422055 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 WOODWAY SUPPORTING FOUNDATION 13 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 862532402 SUPPORTING ORGANIZATION TO GREATER HOUSTON COMMUNITY FOUNDATION TX 501(C)(3) LINE 12A, I GREATER HOUSTON COMMUNITY FOUNDATION 0 WOODWAY SUPPORTING FOUNDATION 14 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 834581994 SUPPORTING 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