Civic Intelligence

Nelda C and H J Lutcher Stark Foundation

EIN 74-6047440 • Orange, TX

601 Green AveOrange, TX 77630-5718
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.01x

Higher debt load relative to revenue than 13% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Net Margin

5th percentile

-52%

Higher net margin than 5% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Top Officer Pay

27th percentile

$368,426

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

$250M-$1B nonprofits • Source year 2024

Asset Growth

17th percentile

-1.8%

Faster asset growth than 17% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

62%

Faster revenue growth than 88% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Assets

Down

$419,163,552

Down $7,480,562 (-1.8%) from 2023

Liabilities

Up

$213,244

Up $114,855 (+117%) from 2023

Net Assets

Down

$418,950,308

Down $7,595,417 (-1.8%) from 2023

Revenue

Up

$14,557,501

Up $5,595,710 (+62%) from 2023

Expenses

Up

$22,152,918

Up $1,313,709 (+6.3%) from 2023

Net Income

Up

-$7,595,417

Up $4,282,001 (+36%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600M$400M$200M$0Assets 2011: $397,236,498Liabilities 2011: $16,2392011Assets 2012: $404,256,769Liabilities 2012: $53,8632012Assets 2013: $421,818,321Liabilities 2013: $41,851Net Assets 2013: $421,776,4702013Assets 2014: $435,816,121Liabilities 2014: $6,126Net Assets 2014: $435,809,9952014Assets 2015: $430,026,946Liabilities 2015: $7,992Net Assets 2015: $430,018,9542015Assets 2016: $417,659,146Liabilities 2016: $3,474Net Assets 2016: $417,655,6722016Assets 2017: $414,407,484Liabilities 2017: $181,158Net Assets 2017: $414,226,3262017Assets 2018: $412,700,005Liabilities 2018: $299,776Net Assets 2018: $412,400,2292018Assets 2019: $417,611,938Liabilities 2019: $240,515Net Assets 2019: $417,371,4232019Assets 2020: $413,078,283Liabilities 2020: $210,686Net Assets 2020: $412,867,5972020Assets 2021: $434,626,601Liabilities 2021: $218,715Net Assets 2021: $434,407,8862021Assets 2022: $438,431,454Liabilities 2022: $8,311Net Assets 2022: $438,423,1432022Assets 2023: $426,644,114Liabilities 2023: $98,389Net Assets 2023: $426,545,7252023Assets 2024: $419,163,552Liabilities 2024: $213,244Net Assets 2024: $418,950,3082024

Highlighted filing

2024

Assets$419,163,552
Liabilities$213,244
Net Assets$418,950,308

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $29,230,169Expenses 2011: $19,510,916Net Income 2011: $9,719,2532011Revenue 2012: $26,068,061Expenses 2012: $21,014,634Net Income 2012: $5,053,4272012Revenue 2013: $37,381,089Expenses 2013: $19,808,825Net Income 2013: $17,572,2642013Revenue 2014: $33,970,262Expenses 2014: $19,996,640Net Income 2014: $13,973,6222014Revenue 2015: $13,141,139Expenses 2015: $19,033,904Net Income 2015: -$5,892,7652015Revenue 2016: $5,594,319Expenses 2016: $17,957,601Net Income 2016: -$12,363,2822016Revenue 2017: $13,548,988Expenses 2017: $16,978,824Net Income 2017: -$3,429,8362017Revenue 2018: $14,522,665Expenses 2018: $16,348,762Net Income 2018: -$1,826,0972018Revenue 2019: $21,036,681Expenses 2019: $17,689,803Net Income 2019: $3,346,8782019Revenue 2020: $13,068,953Expenses 2020: $17,570,154Net Income 2020: -$4,501,2012020Revenue 2021: $41,117,040Expenses 2021: $19,575,776Net Income 2021: $21,541,2642021Revenue 2022: $23,940,643Expenses 2022: $19,745,125Net Income 2022: $4,195,5182022Revenue 2023: $8,961,791Expenses 2023: $20,839,209Net Income 2023: -$11,877,4182023Revenue 2024: $14,557,501Expenses 2024: $22,152,918Net Income 2024: -$7,595,4172024

Highlighted filing

2024

Revenue$14,557,501
Expenses$22,152,918
Net Income-$7,595,417

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$419$0.21$419$14.6$22.2$7.60
2023Detailed filing. Detailed filing data is available for this year.$427$0.10$427$8.96$20.8$11.9
2022Detailed filing. Detailed filing data is available for this year.$438$0.01$438$23.9$19.7$4.20
2021Detailed filing. Detailed filing data is available for this year.$435$0.22$434$41.1$19.6$21.5
2020Detailed filing. Detailed filing data is available for this year.$413$0.21$413$13.1$17.6$4.50
2019Detailed filing. Detailed filing data is available for this year.$418$0.24$417$21.0$17.7$3.35
2018Detailed filing. Detailed filing data is available for this year.$413$0.30$412$14.5$16.3$1.83
2017Detailed filing. Detailed filing data is available for this year.$414$0.18$414$13.5$17.0$3.43
2016Detailed filing. Detailed filing data is available for this year.$418$0.00$418$5.59$18.0$12.4
2015Detailed filing. Detailed filing data is available for this year.$430$0.01$430$13.1$19.0$5.89
2014Detailed filing. Detailed filing data is available for this year.$436$0.01$436$34.0$20.0$14.0
2013Detailed filing. Detailed filing data is available for this year.$422$0.04$422$37.4$19.8$17.6
2012Summary only. Only limited summary data is available for this year.$404$0.05$26.1$21.0$5.05
2011Summary only. Only limited summary data is available for this year.$397$0.02$29.2$19.5$9.72
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 17, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Clyde V McKee IIIPresident & CEOFT$351,794$16,632$368,426
Jennifer L StatonVP/CFO/TresFT$316,851$38,840$355,691
Sarah WesterSecretaryFT$77,645$23,818$101,463
Deborah HughesChair-$15,000-$15,000
W G Riedel IIIVice Chair-$15,000-$15,000
Rob ClarkDirector-$15,000-$15,000
Dr Suzonne CrockettDirector-$15,000-$15,000
Al GrangerDirector-$15,000-$15,000
Craig LemonsDirector-$0--
Filing and Contact Details

Filer

Filer Name
Nelda C and H J Lutcher Stark Foundation
EIN
74-6047440
Phone
4098833513
Address
601 Green Ave, Orange, TX 77630-5718

Signing Officer

Name
Benjamin Pousson
Title
Treasurer, CFO
Phone
4098833513
Signed
2025-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Kurt Coburn
Phone
7134395739
Raw XML AppendixShowing 400 of 1,347 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2Direct Charitable Activities
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The entity below is an investment fund and is not a business enterprise, per IRC 4943(d)(3)(B).GCM Galaxy, SPCP.O. Box 309 Ugland HouseGrand Cayman, KY1-1104, Cayman IslandsEIN 99-9999999During 2024, the Foundation received a distribution from this investment fund in the amount of $8,000,000.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1THE PURPOSE OF THE STARK FOUNDATION The Nelda C. and H.J. Lutcher Stark Foundation is a private operating foundation established in 1961 to encourage and assist education and to improve and enrich the quality of life in Southeast Texas. The Stark Foundation carries out this mandate, in part, through the programs of the Stark Museum of Art, the W.H. Stark House, the Frances Ann Lutcher Theater for the Performing Arts, and the Shangri La Botanical Gardens and Nature Center. Through the operation of these venues, the Stark Foundation contributes historical, artistic, environmental, and cultural resources to the area and provides the community and region with opportunities for study and enjoyment of the arts, history, and nature.The Foundation seeks to encourage and assist education through grants and through the Miriam Lutcher Stark Contest in Reading and Declamation, a qualified scholarship program for public high school students in Orange County, Texas. The Foundation may also make grants for health and human services, arts and culture, and community enhancement. Location and Hours of Operation: The Stark Foundation office is located at 601 Green Avenue, Orange, Texas 77630. Hours of operation are Monday through Friday, 8 a.m.-5 p.m. The Foundation is closed on major holidays, including Christmas Eve day through New Year's Day. Stark Foundation Contact Information: The phone number is (409) 883-3513. The fax number is (409) 883-3530. The mailing address is P.O. Box 909, Orange TX 77631-0909. The website is www.starkfoundation.org.The email address is [email protected] PROGRAMSSTARK CULTURAL VENUES:In January 2013, the Nelda C. and H.J. Lutcher Stark Foundation established a new Stark Cultural Venues ("SCV") brand identity, which formally tied together Shangri La Botanical Gardens and Nature Center, the Stark Museum of Art, and The W.H. Stark House. The reorganization established the Stark Art and History Venues ("A&H"), which combined operations of the Stark Museum of Art ("SMA"), The W.H. Stark House ("House"), the SMA Library ("Library"), and the Stark Foundation Archive ("Archive"). Additionally, this reorganization consolidated management of the A&H venues under one director.While the A&H Venue budgets and staff offices are tied to the specific venues (Museum, House, Library, and Archive), the staff was reorganized into five functional groups that connect across the venues: administration, curatorial, collections, exhibitions, and education. Free Admission to Stark Cultural Venues:General admissions to all Stark Cultural Venue programming are free and open to the public. Lutcher Theater Inc. charges admissions to its show program events. Some special programming may require a fee to offset special material and supply costs.All school groups receive free admission to the SCV. Lutcher Theater charges a nominal admission fee for school groups. Transportation for school groups to visit Stark Cultural Venues is generally reimbursed to encourage school visitation. Transportation to the Lutcher Theater for school groups is not reimbursed.Stark Cultural Venues are open to the public from Tuesday through Saturday from 9:00 AM to 5:00 PM. They are closed on major holidays, including Christmas Eve day through New Year's Day.See the attached Annual Reports for the Stark Art and History Venues, Frances Ann Lutcher Theater for the Performing Arts, and the Shangri La Botanical Gardens and Nature Center.STARK MUSEUM OF ART - Line 1Operating Expenses: $4,913,951Capital Expenditures: $1,016,342Total Program Expenditures: $5,930,293Employees: 17 Full-time and 15 Part-time The Stark Museum of Art ("SMA") opened to the public in November 1978 with the expressed objective of preserving and displaying the art collection of the Nelda C. and H.J. Lutcher Stark Foundation for the benefit of the public. The Museum's permanent collection consists of Art of the American West 1830-1950 (paintings, sculptures, drawings, and prints), Nat
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2Stark Art & History Venues 2024 Annual ReportIntroductionThis report highlights Stark Art & History Venue (A & H) activities from January - December 2024. Details about each of the venues (Stark Museum of Art, The W.H. Stark House, Eunice R. Benckenstein Library & Archive) are organized into 3 sections: Attendance, Programming, General Operations. A & H staff worked in 2024 to identify a common purpose to drive work across the venues "We create engaging art and history experiences for everyone." As outlined in the following pages, our staff creates top- notch programs, exhibitions, and events while also performing exceptional work behind the scenes to support these initiatives and manage the collections entrusted to our care.Stark Museum of ArtAttendanceThe Stark Museum of Art had 70,087 people attend both on-site and off-site activities as well as access virtual content. An additional 25,404 unique users actively engaged with the Stark Museum of Art's website content with 66,080 total pageviews in 2024. From January December 2024, the Museum had 3,392 walk-in visitors. 30% repeat visitors, 45% first-time visitors, and 25% of visitors were part of mixed groups: repeat visitors bringing a first-time visitor with them. A variety of self-guided interpretation options are available to walk in visitors to enhance their visit. These include scavenger hunts, audio tours, Spotify SMA Playlists, videos, QR codes to external supporting content, and reading areas.General Visitor Feedback "This place is a treasure. I have lived here 20 years and I always take my visitors here." "Holy Moly! The state glassware was fun! This is a terrific museum! The photos in hallway 3 are fantastic!" "The quilt exhibit opened my eyes to an entirely new art form for me!" "The building is incredible! I would have thought it was only 3 years old!" "This is a collection beyond all collections! I have seen Hearst and Walton, and they do not compare to this." "We were in Taos and someone told us 'You have to go to the Stark Museum of Art!'" "We enjoyed all of it, coming from Georgia, we don't get to see much artwork from the actual public and it being displayed in a museum. Those deer were very different and beautifully created." "I loved the Nativity figurines, thank you so much. I will share with my daughter so she too can come and enjoy this piece."ProgrammingSchool 60,342- Virtual: 50,875 including Virtual Field Trips, Mural@Home, Juried Student Art Exhibitions Classroom Presentations, Art: It's Elementary online exhibition.- Onsite: 3,841 including student field trips and educator professional development, serving students from Pre-K to College.- Outreach: 5,626 including Students submitting entries for Annual Juried Student Art Exhibition and College Juried Art Exhibition, Teachers submitting entries for Art: It's Elementary exhibition, Creativity kits for students participating in summer feeding or enrichment programs and Mural Outreach.School Program Participant Feedback- "Great job to all! Orange, Texas has an "over the top" experience for our young generation!" K-12 Teacher Participant- "It gives them the opportunity to try different art techniques we aren't able to do in the classroom." K-12 Art Teacher for SMA Studio program- "Thank you for providing workshops for teachers, we struggle to find relevant and close opportunities for PD." Teacher Workshop Participant- "I loved this and am highly impressed with every instructor. Also the organization of it all was spectacular." Teacher Workshop Participant- "One of my students is blind. He initially did not want to participate in the mural. However, one of the mural team members encouraged my student to paint. She helped guide him and instructed him what to do. Watching him paint was a joyful thing to see!" K-12 Teacher Mural Participant- "The mural is gorgeous, and the students have been so proud of the final product! Thank y'all again for all you pour into our community." K-12 Teacher Mural Participant
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt3The W.H. Stark House including Stark Reading ContestAttendance and Visitor FeedbackThe W.H. Stark House had a total of 2,795 people attend both on-site and off-site activities, as well as access virtual content. An additional 8,553 unique users actively engaged with The W.H. Stark House's website content with 20,333 pageviews.ProgrammingSchool 411 Onsite: 85 including attendance at the Stark Reading Contest County Final Outreach: 326 including entries for the 2023-2024 Contest, attendance at Stark Reading Contest School Finals in the spring and entries for the 2024 2025 Contest in the fall.Public Programs 1,815 Onsite 1,100 in attendance including Open Houses, Summer Reading Festival, Book Club, Historical Craft Workshop, Pre-Show Talks with the Lutcher Theater, Holiday Night, and General Audience Tours of The W.H. Stark House.- General Audience Tours- On October 4, 2024, The W.H. Stark House opened for regular tour offerings for the first time since 2017. Tours were offered on Tuesdays at 12PM and 1:30PM and on Fridays and select Saturdays at 10:30AM, 12PM, 1:30PM, plus an occasional 3PM tour. From October to December, 323 visitors attended house tours. Outreach 715 providing activities City of Orange Fire Dept. Open House, Lamar University History Club Lecture, and Magnolia Cemetery Tours. Public Program Feedback- "Exceptional job by the staff. Exceptional job keeping the house and the contents in the condition its in." Spring Open House Guest- "Enjoyed the puppet show! Loved seeing the community helpers (police)! Wonderful Experience! Thank you!" Summer Reading Festival Parent- "We loved every bit of it. I really enjoyed planting the marigold! This is such a wonderful program we love to attend. You all do a GREAT job." Summer Reading Festival Parent- "I enjoy how interactive the children get to be at the different booths." Summer Reading Festival Parent- "All the volunteers were very nice and helpful" Family Day Open House Guest- "Knowledge of staff" - Visitor response to Family Day survey question asking, "What was your favorite part?"- "Beautiful! Every person was so friendly and very helpful. Will surely come back. Loved it all." Family Day Guest- "Loved the activities for the children." Family Day Guest- "We always enjoy the events!" Family Day Guest- "Everything was wonderful even in the rain." Christmas Open House Guest- "My son loved talking to Santa on the radio." Christmas Open House Guest- "Gorgeous home, friendly staff." Christmas Open House Guest- "Great experiences in teaching my kids." Christmas Open House Guest- "Can't wait to tour the rest of the house!" Christmas Open House Guest 2023-2024 and 2024-2025 Miriam Lutcher Stark Contest in Reading and Declamation (SRC) The SRC had a significant Director's Rules rewrite to better align with UIL Prose & Poetry Guidelines and alleviate concerns that School Directors had with past rules and contest timeline. Starting in the 2024-2025 contest year, $65,000 in scholarship funds will be awarded to Orange County High School Students each year. 115 students participated in the school levels of the 2023-2024 school year contest. 98 students submitted entries for the 2024-2025 school year contest.ExhibitionsDesigns and Installations New Christmas Reader Rails were research, designed, and installed for Christmas Open Houses. Staff researched and designed the upcoming 2025 mini exhibit on the Stark family's collection of children books to go in tandem with SMA Childhood Classics Exhibit.Matterport Scans In 2024, there were 639 "Impressions" of the Matterport space in Brilliant Cut Glass and 243 Views by 196 Unique Visitors. Staff scanned the full W.H. Stark House as set for the year and scanned the first floor as set for the holidays. These scans will be processed and made available on the website in 2025.Additional House Programming and Projects The WHSH team developed a guide training program for volunteers and staff in preparation to open the house in October. 4 volunteer
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt4MIRIAM LUTCHER STARK CONTEST IN READING AND DECLAMATIONOperating Expenses - $49,674Each year from 1904 to 1975, the W.H. Stark Family sponsored a contest in reading and a contest in declamation in the public schools of the City of Orange, Texas. In 1976, the Miriam Lutcher Stark Contest in Reading and Declamation became a qualified scholarship program of the Stark Foundation.The Contest is now held in the five public high schools in Orange County, Texas. The aim of the Contest is to encourage student participation and competition to enhance the literary and forensic quality and skills of the students. Upon completion of the contest in the participating schools, the First Place winners compete in a countywide final with the determination of the best presentation in declaiming and the best presentation in interpretive reading.See the attached 2024 Annual Report of the Stark Arts and History Venues for a recap of 2024 activities related to the Stark Reading Contest.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt5LUTCHER THEATER 2024 ANNUAL REPORTLutcher Theater Inc. is committed to presenting professional entertainment for the enlightenment and cultural growth of people living in Southeast Texas and Southwest Louisiana and to better their quality of life and knowledge of the arts and humanities.PROGRAMMING & ATTENDANCE2024 encompasses the second half of the 2023-2024 Season and the first half of the 2024-2025 Season. The following is a summary of the events the Lutcher offered in 2024, number of tickets sold for each event, correlating ticket revenue and genre of show:2023-20241/9/24 - On Your Feet | Tickets Sold: 800 - $ 60,535 | Broadway 1/26/24 - Giraffes Can't Dance | Tickets Sold: 2,458 - $12,698 | Kids2/2-3/24 - Pretty Woman | Tickets Sold: 2,272 - $182,450 | Broadway2/15/24 - Little Women | Tickets Sold: 1,253 - $81,195 | Broadway 2/24/24 - Fabulous Equinox Orchestra | Tickets Sold: 527 - $16,310 | Enlight Concert 3/14/24 - Come From Away | Tickets Sold: 1,222 - $96,385 | Broadway 3/26/24 - The Science of Magic | Tickets Sold: 2,714 - $13,699 | Kids4/4/24 - Annie | Tickets Sold: 1,406 - $109,890 | Broadway4/20/24 - Scott Mulvahill | Tickets Sold: 398 - $11,985 | Enlight Concert 5/9/24 - Chicago the Musical | Tickets Sold: 1,425 - $112,170 | BroadwayTotal - Tickets Sold: 14,475 - $697,3172024-202510/12/24 - The Magic of Kevin Spencer | Tickets Sold: 187 - $2,275 | Sensory Incl Magic 10/19/24 - The Bacon Brothers | Tickets Sold: 838 - $ 63,335 | Music/Blues, Rock 10/22/24 - Hamlet | Tickets Sold: 1,097 - $10,994 | Kids/High School11/3/24 - Lonestar | Tickets Sold: 812 - $50,410 | Music/Country 11/16/24 - Cirque Dreams Holidaze | Tickets Sold: 2,130 - $135,730 | Holiday/Family 12/12/24 - A Very Electric Christmas | Tickets Sold: 4,711 - $24,268 | Kids12/17-18/24 - Dear Evan Hansen | Tickets Sold: 1,263 - $89,625 | BroadwayTotal - Tickets Sold: 11,038 - $376,637EVENTSTickets SoldMain Series - 14,533Kid's Series* - 10,9802024 Total: 25,213Ticket RevenueMain Series - $1,012,295Kid's Series* - $61,6592024 Total: $1,073,954*132 school groups participated in Lutcher Incredible Kids Events in 2024.FINANCIAL CONTRIBUTIONSThe Lutcher is fortunate to receive financial support from government entities, local businesses and patrons. Financial contributions received in 2024 reflect a portion of the 2023-2024 campaign and a portion of the 2024-2025 campaign. Contributions received in the 2024 calendar year total $217,156.00ECONOMIC IMPACTIn 2023, the Lutcher engaged Impact DataSource LLC, of Austin, Texas to implement an economic impact study of the Lutcher Theater. The study found that in 2023, the Lutcher pumped $6.5 million dollars into the local economy. Plans are underway for a similar study to be conducted again in 2025.Data reveals the following for 2024:At least 823 hotel rooms were rented by Lutcher artists in Orange County. (253 of the 823 were a result of hosting the National Tour of Cirque Dreams Holidaze in October for their technical rehearsals and premiere).$160,415 was spent locally on public relations and marketing of Lutcher events.$137,386 was paid to the local IATSE stagehand union supporting Southeast Texas economy.COMMUNITY CONNECTIONSIn addition to presenting a series of performing arts events for adults and children, the Lutcher team also executes a series of program initiatives designed to connect with and serve the community.Teacher Professional Development Workshops17 teachers from nine school districts participated in professional development workshops offered by the Lutcher.Kennedy Center Teacher Workshop and Sensory Friendly PerformanceThe Lutcher offers a workshop each year that instructs teachers how to integrate the arts with their mainstream lesson plans. The Lutcher is one of only five theaters in Texas to hold this prestigious partnership with the Kennedy Center.This year the Lutcher hosted Kevin Spencer whose work focuses on using the art of magic to impact in the lives of children with autism, developmental
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt62024 SHANGRI LA BOTANICAL GARDENS AND NATURE CENTER ANNUAL REPORTShangri La Gardens had another outstanding year with 117,323 guests. Staff also jumped at the opportunity to try a new collaboration with the Stark Museum of Art and install a new quilt garden exhibit. This was the year of garden renovations in recovery of the drought and freeze of 2023. A series of renovations were completed or are still in progress. The garden is evolving steadily and our guests, staff and volunteers are excited for the changes.Education, Guest Services and Volunteer EngagementCommunity EngagementIn late February, the 29th Annual Community Trash-Off was held in partnership with the City of Orange. Around 242 local residents took part, helping collect more than 60 cubic yards (11,000 pounds) of trash. DOW was the presenting sponsor for the event.Public ProgrammingIn 2024, the Education Team continued to provide both drop-in and reservation-based programs to enrich the Shangri La Gardens experience. Notable programs included the Saturday Adventure Series, Wild Wednesdays, and Up Close with Nature. The Saturday Adventure Series and Wild Wednesdays reached 458 participants across 25 programs, while 1,390 individuals engaged with our Wildlife Curator through seven Up Close with Nature presentations.Adult ProgrammingThe Adult Workshop Series, centered around horticulture, provided distinctive educational experiences for 120 participants. Sessions included topics such as Bromeliad Basics, Let's Talk Terrariums, Container Gardening, Orchid Repotting, The Dish on Succulents, Holiday Wreath Making, and an Autumn Art workshop in collaboration with the Stark Museum of Art.The adult-exclusive Bird Watching Wednesdays program was designed to educate participants about the variety of birdlife at Shangri La Gardens. Attracting 49 birders of all experience levels, the program offered field guides and binoculars to beginners, while promoting sustainability, natural history, and wellness. Breakfast on the Bayou early morning, family-friendly birding tours were offered to highlight the rich and diverse habitat at Shangri La Gardens, home to both resident and migratory birds. On each date, a bagged breakfast catered by a local food vendor was provided. The breakfast was set up on the boat dock, allowing 120 participants to grab-and-go before boarding one of our pontoon boats.The education team facilitated a hands-on entomology-focused program for 14 Texas Master Naturalists. Activities included dissecting lubber grasshoppers, performing a log dissection, using insect nets to collect and study insects, and attending a short lecture on the characteristics that define an insect.CampsDuring spring break, Shangri La Gardens hosted three sessions of the Spring into Nature Camp for 3rd-5th graders. The 3-day camp gave participants the opportunity to explore the forest and swamps, track animal trails, and discover the wild side of Shangri La. During the summer months Shangri La's EcoRangers Summer Camps provided a unique educational experience for local students. Organized by the Education Team, these camps introduced campers to science and local natural history themes. In total, 410 campers participated in camp sessions.Curriculum-based School ProgrammingIn 2024, the Education Team led 14 different curriculum-based field trip programs, engaging 5,719 students, teachers, and chaperones. These programs, aligned with Texas Essential Knowledge and Skills Standards, emphasized hands-on activities and immersive experiences to strengthen connections with nature. DOW generously sponsored all onsite curriculum-based programs. Additionally, 2,072 students, teachers, and chaperones explored the Gardens through self-guided field trips.Virtual ProgrammingThe Virtual Adventures! curriculum-based lessons engaged 1,707 students, with Shangri La Educators offering virtual guidance and post-video activities. Chevron Phillips generously sponsored the Virtual Adventures! classroom kits.Outre
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63Vanguard Intl High Div YIF ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64Vanguard Total Stock Mkt ETF
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InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt00
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt10
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0707432
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1135211
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Land
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1Mineral interests
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0707432
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1135211
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt02401163
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt12500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01296175
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt111129980
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21625530
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3675658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt46000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51269274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt65000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt72152770
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt83386903
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt93732816
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt105877655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112705505
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121364145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1355837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1463602013
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1593268
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16399253
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt03201680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111719835
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21527274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3714058
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt46774239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51264484
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt65009597
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt75879404
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt83272014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt93751064
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt108538678
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112933475
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121904761
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1372783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1486748198
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt152158991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16473855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt08832416
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05086952
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt020881
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Passthrough K-1 income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Oil & gas royalties
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2Refunds/ins proceeds
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0132466

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