2026-05-12T15:16:28-05:00 2025-06-30 WITHUM SMITH BROWN PC 5847 SAN FELIPE ST SUITE 2600 HOUSTON TX 77057 990PF 2024-07-01 372090276 THE SAROFIM FOUNDATION % THE SAROFIM FOUNDATION SARO 7136544484 PO Box 52830 HOUSTON TX 770522830 RYAN DOLIBOIS EXECUTIVE DIRECTOR 7136544484 2026-05-01 true true EMILY SMIKAL P01312781 7138601400 2026-05-01 2024 2025-03-06 01:10:19Z X 3178194963 X 360549999 42310825 42310825 73615534 741478421 73615534 4331 25875 476480689 115952234 450000 45000 405000 826595 67370 759225 462356 23438 438918 293461 0 0 293461 251333 124491 0 126842 302558 302558 3775429 1485429 315526 7277 308249 35465 35465 7361045 6979768 381277 14073768 8732773 0 3050995 130249647 105249647 144323415 8732773 0 108300642 332157274 107219461 0 129922080 32540692 32540692 19076336 34217188 34217188 2331378123 2992658789 2992658789 76775001 108317708 108317708 10810505 10460586 10460586 2567962045 3178194963 3178194963 16000000 41000000 16000000 41000000 X 2551962045 3137194963 2551962045 3137194963 2567962045 3178194963 2551962045 332157274 253075644 3137194963 3137194963 PUBLICLY TRADED SECURITIES 528445441 450530009 77915432 77915432 PUBLICLY TRADED SECURITIES 213032980 217332878 -4299898 -4299898 73615534 1490351 1490351 1490351 1784700 0 85000 1869700 X 0 379349 379349 false false false false false false false true true TX true false false false true true N/A THE SAROFIM FOUNDATION 7136544484 845 TEXAS AVE SUITE 2100 HOUSTON TX 77002 false false false false true false false false false false false false false false false false false false false false false false CHRISTOPHER B SAROFIM PO BOX 52830 HOUSTON TX 770522830 DIRECTOR, CHAIR 0 0 0 0 RAYE G WHITE PO BOX 52830 HOUSTON TX 770522830 DIRECTOR, SECRETARY 0 0 0 0 William Gentry Lee Jr PO BOX 52830 HOUSTON TX 770522830 DIRECTOR, TREASURER 0 0 0 0 Ryan Dolibois PO BOX 52830 HOUSTON TX 770522830 Executive Director 0 450000 106886 0 KRYSTLE ALLEN PO BOX 52830 HOUSTON TX 770522830 EMPLOYEE 0 160000 83447 0 JAIDEEP HEBBAR PO BOX 52830 HOUSTON TX 770522830 EMPLOYEE 0 321923 84975 0 ROULA SMITH PO BOX 52830 HOUSTON TX 770522830 EMPLOYEE 0 304872 82950 0 SAROFIM TRUST CO PO BOX 52830 HOUSTON TX 770522830 Investment MGMT 6595396 Sheppard Mullin Richter & Hampton LLP 350 South Grand Avenue 40th Floor LOS ANGELES CA 90071 Legal 293461 Denise Smith Consulting LLC 1207 Harvard Avenue MIDLAND TX 79701 Consulting 126668 David E Harvey Builders Inc 23219 W Hardy Rd SPRING TX 77373 Construction 235886 The Museum of Fine Art Houston 1001 Bissonnet Street HOUSTON TX 77005 Art Management 176536 N/A N/A 2897877818 103227393 10619860 3011725071 0 3011725071 45175876 2966549195 148327460 148327460 1490351 1490351 146837109 146837109 146837109 108300642 0 0 0 0 108300642 146837109 101601971 2022 2021 2020 0 108300642 101601971 6698671 0 0 0 0 140138438 0 0 NONE NONE RYAN DOLIBOIS PO BOX 52830 HOUSTON TX 770522830 7136544484 Upon receipt of a grant request, the Foundation requires the applicant to furnish the Foundation with specified information set forth in the Foundation's due diligence checklist, including, without limitation, information regarding the Applicant's formation as a nonprofit entity; tax-exempt and public charity status under Section 501(c)(3); governance, charitable activities, financials, and key personnel. If the grant request is approved by the Foundation's Trustees, the Foundation requires the Applicant to enter into a grant letter agreement with the Foundation outlining and confirming the Applicant's public charity status under Section 501(c)(3) and proposed use of the grant funds consistent with the Foundation's charitable mission. REQUIRED CHECKLISTS AND DOCUMENTATIONS MUST BE SUBMITTED TO THE FOUNDATION WITHIN 60 DAYS OF THE INI The Foundation does not make grants to organizations that are not recognized by the Internal Revenue Service as tax-exempt public charities under Section 501(c)(3) and Sections 509(a)(1), 509(a)(2), and 509(a)(3), including, without limitation, private foundations and private operating foundations described under Section 501(c)(3). In addition, the Foundation does not make grants to individuals, including, without limitation, grants to support scholarships programs organized for individual recipients. SOCIETY OF ST VINCENT DE PAUL 2403 HOLCOMBE BOULEVARD HOUSTON TX 77021 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 250000 STAR OF HOPE MISSION 2525 Reed Road HOUSTON TX 77051 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 250000 HOUSTON BALLET 601 PRESTON STREET HOUSTON TX 77002 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 250000 EPISCOPAL HIGH SCHOOL 4650 BISSONNET STREET BELLAIRE TX 77401 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 1500000 HOUSTON FOOD BANK 535 PORTWALL STREET HOUSTON TX 77029 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 400000 HOUSTON GRAND OPERA 510 Preston Street Houston TX 77002 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 250000 THE MUSEUM OF FINE ARTS HOUSTON 1001 Bissonnet Street Houston TX 77005 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 250000 CONTEMPORARY ARTS MUSEUM HOUSTON 5020 Montrose Blvd STE 210 HOUSTON TX 77006 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 1150000 CHILDREN'S MUSEUM OF HOUSTON 1500 BINZ STREET HOUSTON TX 77004 NO 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770213301 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 250000 Etoile Academy Inc 6648 HORNWOOD DR HOUSTON TX 770745010 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 300000 The FORGE for Families 3435 DIXIE DR HOUSTON TX 770211246 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 200000 Baylor College of Medicine ONE BAYLOR PLZ BCM 203 HOUSTON TX 770303411 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 4100000 Greater Houston Community Foundation 515 Post Oak Blvd Suite 1000 Houston TX 77027 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 1000000 Goldman Sachs Donor Advised Fund 200 West Street New York NY 10282 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 3020000 OneGoal 2799 Katy Freeway Suite 250 Houston TX 77007 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 250000 Agape Development 6504 Calhoun Rd Houston TX 77021 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 300000 Boys & Girls Country of Houston 18806 Roberts Rd Hockley TX 77447 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 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Speedway Mail Stop B6000 Austin TX 78712 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 5000000 New Hope Housing 3315 Harrisburg Blvd Suite 400 Houston TX 77003 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 250000 Project Row Houses PO Box 1011 Houston TX 77251 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 150000 SEARCH Homeless Services 2015 Congress St Houston TX 77002 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 250000 St John's School 2401 Claremont Ln Houston TX 77019 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 6000000 Target Hunger 1260 Shotwell St Houston TX 77020 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 1000000 Teach for America 3555 Timmons Ln 800 Houston TX 77027 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 200000 Texas Children's Hospital 1919 South Braeswood Blvd Suite 622 Houston TX 77030 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 100000 The Beacon of Downtown Houston 1117 Texas Ave Houston TX 77002 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 200000 The Saint Constantine School 7177 Regency Square Blvd Houston TX 77036 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 500000 The Texas Heart Institute 6770 Bertner Ave MC 3-117 Houston TX 77030 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 100000 Buffalo Bayou Partnership 1019 Commerce St Suite 200 Houston TX 77002 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 5000000 Houston Christian University 7502 Fondren Rd Houston TX 77074 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 3000000 Incarnate Word Academy 609 Crawford St Houston TX 77002 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 500000 Memorial Assistance Ministries 1625 Blalock Rd Houston TX 77080 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 1000000 Tahirih Justice Center 6400 Arlington Blvd Suite 400 Falls Church VA 22042 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 300000 The Hobby Center Foundation 800 Bagby St Suite 300 Houston TX 77002 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 5000000 Annunciation Orthodox School 3600 Yoakum Blvd Houston TX 77006 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 750000 River Oaks Chamber Orchestra 3104 Edloe Street Suite 350 Houston TX 77027 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 200000 Sharpen Recovery 6920 Laredo St Houston TX 77020 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 200000 Good Reason Houston 8 Greenway Plz 900 Houston TX 77046 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 250000 Foundation for Jones Hall PO Box 11049 Spring TX 77391 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 5017647 Princeton University 701 CARNEGIE CENTER SUITE 445 PRINCETON NJ 085406242 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 4000000 105249647 Harris Health Strategic Fund 4800 Fournace Pl Bellaire TX 77401 No relationship PC General charitable purposes 4000000 Houston Charter Seed Fund 515 Post Oak Blvd Suite 1000 Houston TX 77027 No relationship PC General charitable purposes 5000000 Kinkaid School Inc 201 Kinkaid Dr Houston TX 77024 No relationship PC General charitable purposes 6500000 McCombs School of Business 2110 Speedway Mail Stop B6000 Austin TX 78712 No relationship PC General charitable purposes 5000000 St John's School 2401 Claremont Ln Houston TX 77019 No relationship PC General charitable purposes 11500000 Constantine Classical 7177 Regency Square Blvd Houston TX 77036 No relationship PC General charitable purposes 1000000 33000000 14 42310825 18 73615534 ROYALTY INCOME 15 25875 LOSS FROM PASS-THROUGH 14 -21544 115930690 115930690 false false false false false false false false false false X X 1 FAYEZ S SAROFIM MANAGEMENT TRUST PO BOX 52830 HOUSTON TX 770522830 20000148 X 2 FAYEZ S SAROFIM MANAGEMENT TRUST PO BOX 52830 HOUSTON TX 770522830 340549851 X X 2 See Schedule B Attachment 468492495 ACCOUNTING FEES 251333 124491 126842 NONE JPMORGAN-SEE ATTACHMENT 4 108317708 108317708 JPMORGAN-SEE ATTACHMENT 2 2230594471 2230594471 GOLDMAN SACHS-SEE ATTACHMENT 3 762064318 762064318 34217188 34217188 SAROFIM MULTIFAMILY INCOME FD FMV 10460586 10460586 LEGAL FEES 293461 293461 INVESTMENT EXPENSES 6976659 6976659 ART MANAGEMENT EXPENSE 176536 176536 INSURANCE 117793 117793 MEMBERSHIPS,DUES&SUBSCRIPTIONS 57158 57158 OFFICE SUPPLIES 21908 21908 PROFESSIONAL DEVELOPMENT 7166 525 6641 CURRENCY EXCHANGE LOSS 2007 2007 LICENSE FEES 822 822 TELEPHONE AND TELECOM 453 34 419 RECLAIM WRITE-OFF EXPENSE 272 272 BANKING EXPENSE 271 271 ROYALTY INCOME 25875 25875 LOSS FROM PASS-THROUGH -21544 PARTNERSHIP DISTRIBUTION TIMING DIFF 202783 NET LOSS FROM PASS-THROUGH 21544 CURRENT YEAR UNREALIZED GAIN 252352937 GAIN ON APPRECIATED DONATED STOCKS 498380 CONSULTING FEES 288435 288435 PROFESSIONAL FEES 13683 13683 MISCELLANEOUS FEES 440 440 FOREIGN TAX PAID ON DIVIDENDS 1485429 1485429 EXCISE TAXES 2290000