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Nonprofiteer
← JULIETTE FOWLER HOMES FOUNDATION

Form 990 for tax year 2024

Filed by JULIETTE FOWLER HOMES FOUNDATION.

Totals

Total revenue
$14,152,026
Total expenses
$10,208,953
Contributions and grants received
$1,959,547
Grants paid
$9,753,437
Program service revenue
$0
Investment income
$8,174,354
Other revenue
$4,018,125
Total assets, end of year
$57,804,309
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$57,804,309
Program services expenses (Part IX)
$9,753,437
Management and general expenses
$455,516
Fundraising expenses
$0
Program service expenses (Part III)
$9,753,437

Program services were 95.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $480,000

  • 1f · All other contributions, gifts and grants

    $1,479,547

  • 3 · Investment income

    total $1,097,194 · excluded $1,097,194

  • 5 · Royalties

    total $4,018,125 · excluded $4,018,125

  • 7a · Gross sales of assets other than inventory

    securities $7,077,160

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $7,077,160

  • 7d · Net gain or loss

    total $7,077,160 · excluded $7,077,160

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,753,437 · program services $9,753,437

  • 11a · Fees: management

    total $75,000 · management and general $75,000

  • 11b · Fees: legal

    total $168 · management and general $168

  • 11f · Fees: investment management

    total $159,790 · management and general $159,790

  • 11g · Fees: other

    total $219,586 · management and general $219,586

  • 13 · Office expenses

    total $972 · management and general $972

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $892,679 · end of year $1,889,606

  • 3 · Pledges and grants receivable

    beginning of year $171,500 · end of year $287,404

  • 4 · Accounts receivable

    beginning of year $148,010 · end of year $44,749

  • 11 · Investments: publicly traded securities

    beginning of year $40,139,401 · end of year $39,515,323

  • 14 · Intangible assets

    beginning of year $7,254,051 · end of year $11,493,818

  • 15 · Other assets

    beginning of year $4,026,772 · end of year $4,573,409

  • 27 · Net assets without donor restrictions

    beginning of year $44,609,483 · end of year $49,443,049

  • 28 · Net assets with donor restrictions

    beginning of year $8,022,930 · end of year $8,361,260

Mission and programs · 2024

Mission

JULIETTE FOWLER FOUNDATION IS A NOT FOR PROFIT CORPORATION THAT MANAGES INVESTMENTS MADE WITH FUNDS DONATED FOR THE BENEFIT OF THE FOWLER PROGRAMS, AS WELL AS DONATED MINERAL AND ROYALTY INTERESTS. DISTRIBUTIONS ARE MADE SOLELY IN SUPPORT OF JULIETTE FOWLER COMMUNITIES INC AND JULIETTE FOWLER PROPERTIES.

Activities or mission (Part I)

MANAGES INVESTMENTS MADE WITH FUNDS DONATED FOR THE BENEFIT OF THE FOWLER PROGRAMS, AS WELL AS DONATED MINERAL AND ROYALTY INTERESTS. DISTRIBUTIONS ARE MADE SOLELY IN SUPPORT OF JULIETTE FOWLER COMMUNITIES INC AND JULIETTE FOWLER PROPERTIES.

  • ALL GRANTS ARE DISTRIBUTED TO JULIETTE FOWLER COMMUNITIES AND JULIETTE FOWLER PROPERTIES TO FURTHER THE MISSIONS OF THESE RELATED EXEMPT ORGANIZATIONS.

    Expenses $9,753,437 · Grants $9,753,437

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JEFF MUNDY

    CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 0.3 related

  • PETE BRATLIE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.3 related

  • RICHARD DOOLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.3 related

  • ELIZABETH HERMANN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.3 related

  • JILL NELSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.3 related

  • GRAY POWERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.3 related

  • ELIZABETH NICOLE GANN

    PRESIDENT / CEO

    Total calculated
    $390,780
    From this org
    $0
    From related orgs
    $346,800
    Other
    $43,980
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $275,600 related
    Bonus
    $0 + $70,000 related
    Other
    $0 + $1,200 related
    Deferred
    $0 + $38,016 related
    Nontaxable benefits
    $0 + $5,964 related
    Filer's total
    $0 + $390,780 related

  • SCOTT MARTINEZ

    CFO (THRU 5/24)

    Total calculated
    $93,372
    From this org
    $0
    From related orgs
    $85,822
    Other
    $7,550
    Hours/week
    4 + 36 related

  • JAMES JAHNKE

    CFO

    Total calculated
    $93,340
    From this org
    $0
    From related orgs
    $80,385
    Other
    $12,955
    Hours/week
    4 + 36 related

  • ASHLEY BROWN

    CAO

    Total calculated
    $121,571
    From this org
    $0
    From related orgs
    $109,523
    Other
    $12,048
    Hours/week
    4 + 36 related

  • JONATHAN SPENCER

    DIRECTOR OF FINANCE

    Total calculated
    $156,491
    From this org
    $0
    From related orgs
    $135,600
    Other
    $20,891
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $135,500 related
    Bonus
    $0 + $100 related
    Other
    $0
    Deferred
    $0 + $14,927 related
    Nontaxable benefits
    $0 + $5,964 related
    Filer's total
    $0 + $156,491 related

  • LORI RICE-HUFFMAN

    DIRECTOR OF OPERATIONS

    Total calculated
    $150,093
    From this org
    $0
    From related orgs
    $123,184
    Other
    $26,909
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $122,309 related
    Bonus
    $0 + $875 related
    Other
    $0
    Deferred
    $0 + $13,490 related
    Nontaxable benefits
    $0 + $13,419 related
    Filer's total
    $0 + $150,093 related

  • BILLIE COLLINS

    DIRECTOR OF OPERATIONS (THRU 7/24)

    Total calculated
    $129,191
    From this org
    $0
    From related orgs
    $114,807
    Other
    $14,384
    Hours/week
    4 + 36 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
JULIETTE FOWLER FOUNDATION HAS NO DIRECT EMPLOYEES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE PERPETUAL TRUST #1

    T · TO SUPPORT THE JULIETTE FOWLER PROGRAMS · TX · 100% owned

  • CHARITABLE PERPETUAL TRUST #2

    T · TO SUPPORT THE JULIETTE FOWLER PROGRAMS · TX · 100% owned

  • CHARITABLE PERPETUAL TRUST #3

    T · TO SUPPORT THE JULIETTE FOWLER PROGRAMS · TX · 100% owned

  • CHARITABLE SPLIT INTEREST TRUST #1

    T · TO SUPPORT THE JULIETTE FOWLER PROGRAMS · TX · 100% owned

  • CHARITABLE SPLIT INTEREST TRUST #2

    T · TO SUPPORT THE JULIETTE FOWLER PROGRAMS · TX · 100% owned

  • CHARITABLE PERPETUAL TRUST #4

    T · TO SUPPORT THE JULIETTE FOWLER PROGRAMS · TX · 100% owned

Provenance

Return type
form_990
Tax year
2024
Filed
13 October 2025
IRS schema version
2024v5.2
Source object
202533019349301128

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