THE POWELL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE POWELL FOUNDATION (EIN 74-6104592)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-07
- IRS object ID
- 202421289349104562
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-07T19:37:09-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746104592 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Powell Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POWE | BusinessNameControlTxt |
| Phone | 7135237557 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Kirby Drive 1011 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Katherine Osborne Valdez | PersonNm |
| Person Title | President/Dir | PersonTitleTxt |
| Phone | 7135237557 | PhoneNum |
| Signature | 2024-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Katherine | PersonFirstNm |
| Person Last | Osborne Valdez | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2024-04-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $421,222,742 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $184,765 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $184,765 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,636,268 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,636,268 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,013,374 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,524,119 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,013,374 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,834,407 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,834,407 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $84,119 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,940 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $79,179 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $871,258 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $43,563 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $827,695 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $252,417 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,776 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $240,961 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,284 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,281 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $707,894 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $653,277 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $69,076 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $417,733 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $112,253 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $99,715 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,986 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $96,544 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $71,596 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,347 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $68,257 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $66,890 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,356 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $46,909 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,589,706 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $857,398 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,445,502 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,577,548 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,526,704 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,167,254 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $857,398 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,972,206 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,667,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,977,009 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $780,477 | CashBOYAmt |
| Cash EOY | $975,934 | CashEOYAmt |
| Cash EOYFMV | $975,934 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,142,613 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,242,533 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,242,533 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $102,156 | AcctRcvblAmt |
| Acct Rcvbl EOY | $102,156 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $102,156 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $36,525 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $36,798 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $36,798 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $3,065,226 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,184,289 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,184,289 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $345,928,792 | CorporateStockBOYAmt |
| Corporate Stock EOY | $391,323,962 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $391,323,962 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,332,273 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,887,070 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $20,887,070 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $470,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $470,000 | LandBOYAmt |
| Land EOY | $470,000 | LandEOYAmt |
| Land EOYFMV | $470,000 | LandEOYFMVAmt |
| Total Assets BOY | $372,755,906 | TotalAssetsBOYAmt |
| Total Assets EOY | $421,222,742 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $421,222,742 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $46,470 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $108,948 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,120,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,273,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,166,470 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,381,948 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $371,589,436 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $419,840,794 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $371,589,436 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $419,840,794 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $372,755,906 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $421,222,742 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $371,589,436 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,667,153 | ExcessRevenueOverExpensesAmt |
| Other Increases | $45,584,205 | OtherIncreasesAmt |
| Subtotal | $419,840,794 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $419,840,794 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly traded securities | $33,414,899 | $18,510,745 | $14,904,154 | $14,904,154 | |
| Capital gain distributions | $1,109,220 | $1,109,220 | $1,109,220 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,013,374 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $305,480 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $305,480 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $305,480 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $206,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $206,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $99,480 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.powellfoundation.org | WebsiteAddressTxt |
| Individual With Books | Eleisha Nelson-Reed | IndividualWithBooksNm |
| Phone | 7135237557 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Kirby Drive 1011 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Katherine Osborne Valdez | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | Board President/Director | 20.00 | $84,119 | $3,365 | $0 |
| Ben H Powell V | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | VP/Assistant Treasurer/Director | 2.00 | $0 | $0 | $0 |
| Charles F Caldwell | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | Secretary/Director | 3.00 | $0 | $0 | $0 |
| Harvin C Moore IV | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | Treasurer/Director | 2.00 | $0 | $0 | $0 |
| Terry Bruner | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | Director | 1.00 | $0 | $0 | $0 |
| Marian M Casey | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | Director | 4.00 | $0 | $0 | $0 |
| Thao Costis | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | Director | 3.00 | $0 | $0 | $0 |
| Katherine P Hill | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | Director | 1.00 | $0 | $0 | $0 |
| Elizabeth K Moore | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | Director | 1.00 | $0 | $0 | $0 |
| Thomas B Osborne | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | Director | 1.00 | $0 | $0 | $0 |
| Ben H Powell VI | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | Director | 3.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Eleisha Nelson-Reed | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | Executive Director | 40.00 | $260,088 | $36,885 | $0 |
| Anne Kuo Phan | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | Controller | 40.00 | $130,956 | $17,967 | $0 |
| Nicole Moore-Kriel | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | Program Officer | 40.00 | $105,264 | $37,183 | $0 |
| Angel Harvey King | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | Program Officer | 40.00 | $105,333 | $25,727 | $0 |
| Makia A Thomas | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | Program Officer | 40.00 | $111,250 | $14,977 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fayez Sarofim & Co | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 909 Fannin St | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment management | ServiceTypeTxt |
| Compensation | $653,277 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Gibbs-Powell House: Preserving a local historic landmark, providing opportunities for education regarding Walker County's history, and making the landmark open to the public. The Gibbs-Powell House is leased to Walker County and is managed and operated by the Walker County Historical Commission as the Gibbs-Powell House and Walker County Museum. | Description1Txt |
| Expenses1 | $2,619 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $392,597,334 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,457,797 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $397,055,131 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $397,055,131 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,955,827 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $391,099,304 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,554,965 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,554,965 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $305,480 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $305,480 | TotalTaxAmt |
| Distributable Before Adj | $19,249,485 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,249,485 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,249,485 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,972,206 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,972,206 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,249,485 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,540,157 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,972,206 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,540,157 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $432,049 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $18,817,436 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | httpspowellfoundationorgapplication | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Kirby Drive Suite 1011 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7135237557 | RecipientPhoneNum |
| Recipient Email Address | info@powellfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Organizations interested in applying for a Powell Foundation grant must submit an online pre-application form. If the pre-application is advanced, the organization will be invited to submit a full application via the Powell Foundation's online Grant Portal. The Powell Foundation Board of Directors makes all final decisions about grant requests during the Spring (May) and Fall (November) Board Meetings. Organizations approved for funding must sign and return a grant agreement for disbursement. Refer to the website for grant guidelines. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Refer to the website for the application process and deadlines. | SubmissionDeadlinesTxt |
| Restrictions On Awards | 2023 Giving: Education $11.1M (68%) and Supportive Communities: the Arts $1.3M (8%), Conservation $2.6M (16%), and Human Services $1.5M (9%). See Statement 13 for restrictions or limitations on awards. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (269 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Equal Opportunity Schools | ||||||||
| 5601 6th Ave S | Seattle | WA | 98108 | N/A | PC | Post-Secondary Pathways: Post-secondary readiness initiatives | $866,570 | |
| SPARK | ||||||||
| PO Box 1562 | Houston | TX | 77251 | N/A | PC | Conservation: Community access to parks and urban greenspaces | $801,814 | |
| The University of Texas Foundation - Charles A Dana Center | ||||||||
| 3925 W Braker Lane Suite 3801 | Austin | TX | 78759 | N/A | PC | Quality Public K-12 Schools: Excellent educator initiatives | $597,621 | |
| Breakthrough | ||||||||
| 1050 East 11th St Suite 350 | Austin | TX | 78702 | N/A | PC | Post-Secondary Pathways: Post-secondary access, success, and completion initiatives | $493,384 | |
| Willow Waterhole Greenspace Conservancy Inc | ||||||||
| PO Box 35676 | Houston | TX | 77235 | N/A | PC | Conservation: Community access to parks and urban greenspaces | $492,960 | |
| The University of Texas Foundation - The University of Texas at Austin Coll | ||||||||
| 9011 Mountain Ridge Dr 150 | Austin | TX | 78759 | N/A | PC | Quality Public K-12 Schools: Excellent educator initiatives | $475,000 | |
| Holdsworth Center | ||||||||
| 4907 Ranch Rd 2222 | Austin | TX | 78731 | N/A | PC | Quality Public K-12 Schools: Excellent educator initiatives | $400,000 | |
| Texas Association for the Education of Young Children | ||||||||
| PO Box 4997 | Austin | TX | 78765 | N/A | PC | Early Childhood Development and Education: High-quality early learning initiatives | $400,000 | |
| E3 Alliance | ||||||||
| 5930 Middle Fiskville Rd Suite 507 | Austin | TX | 78752 | N/A | PC | Aligned Cradle to Career Education System: Data, research, and advocacy efforts | $300,000 | |
| Improving Education Inc | ||||||||
| 1100 N Chester St | Baltimore | MD | 21213 | N/A | PC | Early Childhood Development and Education: Parent, family, and caregiver support | $300,000 | |
| Mental Health America of Greater Houston Inc | ||||||||
| 2211 Norfolk St Suite 810 | Houston | TX | 77098 | N/A | PC | Human Services: Emotional well-being support | $300,000 | |
| William Marsh Rice University - Texas Policy Lab | ||||||||
| 6100 Main St | Houston | TX | 77005 | N/A | PC | Early Childhood Development and Education: Data, research, and policy initiatives | $300,000 | |
| United Way of Greater Houston | ||||||||
| 50 Waugh Dr | Houston | TX | 77007 | N/A | PC | Early Childhood Development and Education: High-quality early learning initiatives | $300,000 | |
| Texas Tech Foundation Inc - US PREP | ||||||||
| PO Box 45025 | Lubbock | TX | 79409 | N/A | PC | Quality Public K-12 Schools: Excellent educator initiatives | $300,000 | |
| Kids' Meals Inc | ||||||||
| 330 Garden Oaks Blvd | Houston | TX | 77018 | N/A | PC | Human Services: Food/housing insecurity or other stabilization and empowerment efforts | $250,000 | |
| Meadows Mental Health Policy Institute for Texas | ||||||||
| PO Box 140836 | Dallas | TX | 75214 | N/A | PC | Early Childhood Development and Education: Parent, family, and caregiver support | $250,000 | |
| American National Standards Institute - Workcred Inc | ||||||||
| 1899 L St NW 11th Floor | Washington | DC | 20036 | N/A | PC | Post-Secondary Pathways: Data, research, and policy initiatives | $250,000 | |
| Austin Children's Museum - Thinkery | ||||||||
| 1830 Simond Ave | Austin | TX | 78723 | N/A | PC | Early Childhood Development and Education: High-quality early learning initiatives | $225,000 | |
| Breakthrough | ||||||||
| 1050 East 11th St Suite 350 | Austin | TX | 78702 | N/A | PC | Post-Secondary Pathways: Post-secondary access, success, and completion initiatives | $200,000 | |
| Communities Foundation of Texas - Educate Texas | ||||||||
| 5500 Caruth Haven Lane | Dallas | TX | 75225 | N/A | PC | Aligned Cradle to Career Education System: Data, research, and advocacy efforts | $200,000 | |
| Communities in Schools of Central Texas | ||||||||
| 3000 S IH 35 Suite 200 | Austin | TX | 78704 | N/A | PC | Quality Public K-12 Schools: Student support | $200,000 | |
| DiscoverU | ||||||||
| 7676 Hillmont St Suite 239 | Houston | TX | 77040 | N/A | PC | Post-Secondary Pathways: Post-secondary readiness initiatives | $200,000 | |
| Environmental Defense Fund Incorporated | ||||||||
| 257 Park Ave South | New York | NY | 10010 | N/A | PC | Conservation: Educational programming and initiatives for children and youth | $200,000 | |
| TEACH-Org Inc | ||||||||
| 2443 Fillmore St 380-9883 | San Francisco | CA | 94115 | N/A | PC | Quality Public K-12 Schools: Excellent educator initiatives | $200,000 | |
| William Marsh Rice University - School Literacy & Culture | ||||||||
| MS 147 PO Box 1892 | Houston | TX | 77251 | N/A | PC | Early Childhood Development and Education: High-quality early learning initiatives | $200,000 | |
| Young Audiences Inc of Houston | ||||||||
| 675 Bering Dr Suite 300 | Houston | TX | 77057 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $200,000 | |
| Children At Risk Inc | ||||||||
| 2900 Weslayan St | Houston | TX | 77027 | N/A | PC | Early Childhood Development and Education: Data, research, and policy initiatives | $150,000 | |
| Communities In Schools of Houston Inc | ||||||||
| 1111 North Loop West Suite 300 | Houston | TX | 77008 | N/A | PC | Quality Public K-12 Schools: Student support | $150,000 | |
| FuelEd Schools Inc | ||||||||
| 4201 Main St Suite 200-165 | Houston | TX | 77002 | N/A | PC | Quality Public K-12 Schools: Excellent educator initiatives | $150,000 | |
| Texans Care for Children Inc | ||||||||
| 1016 La Posada Dr Suite 240 | Austin | TX | 78752 | N/A | PC | Early Childhood Development and Education: Data, research, and policy initiatives | $150,000 | |
| United Way for Greater Austin | ||||||||
| 5930 Middle Fiskville Rd 5th Floor | Austin | TX | 78752 | N/A | PC | Early Childhood Development and Education: High-quality early learning initiatives | $150,000 | |
| University of Houston - Downtown College of Public Service | ||||||||
| 1 Main St Suite S990 | Houston | TX | 77002 | N/A | GOV | Quality Public K-12 Schools: Excellent educator initiatives | $150,000 | |
| Complete College America Inc | ||||||||
| 350 Massachusetts Ave Suite 300 | Indianapolis | IN | 46204 | N/A | PC | Post-Secondary Pathways: Data, research, and policy initiatives | $125,000 | |
| First3Years | ||||||||
| 15851 Dallas Pkwy Suite 106 | Addison | TX | 75001 | N/A | PC | Early Childhood Development and Education: Parent, family, and caregiver support | $125,000 | |
| Alliance of Community Assistance Ministries Inc - Greater Houston Opportuni | ||||||||
| 710 North Post Oak Road Suite 210 | Houston | TX | 77024 | N/A | PC | Post-Secondary Pathways: Post-secondary access, success, and completion initiatives | $100,000 | |
| Boys and Girls Clubs of Greater Houston Inc | ||||||||
| 815 Crosby St | Houston | TX | 77019 | N/A | PC | Quality Public K-12 Schools: Student support | $100,000 | |
| Breakthrough Houston | ||||||||
| 2401 Claremont Ln | Houston | TX | 77019 | N/A | PC | Post-Secondary Pathways: Post-secondary access, success, and completion initiatives | $100,000 | |
| BridgeYear | ||||||||
| 3414 Eastside St | Houston | TX | 77098 | N/A | PC | Post-Secondary Pathways: Post-secondary access, success, and completion initiatives | $100,000 | |
| Children's Museum Inc | ||||||||
| 1500 Binz St | Houston | TX | 77004 | N/A | PC | Early Childhood Development and Education: Parent, family, and caregiver support | $100,000 | |
| Coastal Prairie Conservancy | ||||||||
| 5615 Kirby Dr Suite 867 | Houston | TX | 77005 | N/A | PC | Conservation: Environmental protection efforts | $100,000 | |
| CollegeSpring Inc | ||||||||
| 1990 N California Blvd Suite 20 | Walnut Creek | CA | 94596 | N/A | PC | Post-Secondary Pathways: Post-secondary access, success, and completion initiatives | $100,000 | |
| Friends of the Children - Austin | ||||||||
| 1023 Springdale Rd Bldg 13C | Austin | TX | 78721 | N/A | PC | Post-Secondary Pathways: Post-secondary readiness initiatives | $100,000 | |
| GENAustin (Girls Empowerment Network Austin) | ||||||||
| PO Box 3122 | Austin | TX | 78764 | N/A | PC | Human Services: Emotional well-being support | $100,000 | |
| Genesys Works - Houston | ||||||||
| 3100 Main St Suite 702 | Houston | TX | 77002 | N/A | PC | Post-Secondary Pathways: Post-secondary readiness initiatives | $100,000 | |
| Hermann Park Conservancy | ||||||||
| 1700 Hermann Dr | Houston | TX | 77004 | N/A | PC | Conservation: Community access to parks and urban greenspaces | $100,000 | |
| KIPP Texas Inc | ||||||||
| PO Box 676718 | Dallas | TX | 75267 | N/A | PC | Early Childhood Development and Education: High-quality early learning initiatives | $100,000 | |
| Main Street Theater Houston | ||||||||
| 2540 Times Blvd | Houston | TX | 77005 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $100,000 | |
| Memorial Park Conservancy Inc | ||||||||
| 7575 N Picnic Ln | Houston | TX | 77007 | N/A | PC | Conservation: Community access to parks and urban greenspaces | $100,000 | |
| MINDPOP | ||||||||
| 7112 Burnet Rd Unit B | Austin | TX | 78757 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $100,000 | |
| Mobile Loaves & Fishes Inc | ||||||||
| 9301 Hog Eye Road Suite 950 | Austin | TX | 78724 | N/A | PC | Human Services: Food/housing insecurity or other stabilization and empowerment efforts | $100,000 | |
| National Wildlife Federation | ||||||||
| 505 East Huntland Dr Suite 530 | Austin | TX | 78752 | N/A | PC | Conservation: Educational programming and initiatives for children and youth | $100,000 | |
| OneGoal | ||||||||
| 2799 Katy Fwy Suite 250 | Houston | TX | 77007 | N/A | PC | Post-Secondary Pathways: Post-secondary access, success, and completion initiatives | $100,000 | |
| Summer House Institute | ||||||||
| 1600 Vine St | Philadelphia | PA | 19102 | N/A | PC | Quality Public K-12 Schools: Excellent educator initiatives | $100,000 | |
| Teach Plus Incorporated | ||||||||
| 1 Beacon St 15th Floor Suite 1500 | Boston | MA | 02108 | N/A | PC | Quality Public K-12 Schools: Excellent educator initiatives | $100,000 | |
| The University of Texas Foundation - Literacy First | ||||||||
| 3925 W Braker Ln Suite 3801 | Austin | TX | 78759 | N/A | PC | Quality Public K-12 Schools: Student support | $100,000 | |
| Trees For Houston | ||||||||
| PO Box 270477 | Houston | TX | 77277 | N/A | PC | Conservation: Environmental protection efforts | $100,000 | |
| Urban Harvest Inc | ||||||||
| 1911 W 34th St | Houston | TX | 77018 | N/A | PC | Human Services: Food/housing insecurity or other stabilization and empowerment efforts | $100,000 | |
| William Marsh Rice University - Houston Education Research Consortium | ||||||||
| 6100 Main St MS-208 | Houston | TX | 77005 | N/A | PC | Early Childhood Development and Education: Data, research, and policy initiatives | $100,000 | |
| Woods Project Inc | ||||||||
| 2700 Southwest Frwy | Houston | TX | 77098 | N/A | PC | Post-Secondary Pathways: Post-secondary readiness initiatives | $100,000 | |
| YES Prep Public Schools Inc | ||||||||
| 5455 South Loop East | Houston | TX | 77033 | N/A | PC | Quality Public K-12 Schools: Quality schools and innovative school models | $100,000 | |
| Arts Connect Houston | ||||||||
| 1824 Spring St 201 | Houston | TX | 77007 | N/A | SO I | Arts: Educational programming and initiatives for children and youth | $75,000 | |
| Boys & Girls Club of Walker County TX Inc | ||||||||
| PO Box 8600 | Huntsville | TX | 77340 | N/A | PC | Quality Public K-12 Schools: Student support | $75,000 | |
| Communities Foundation of Texas - Educate Texas | ||||||||
| 5500 Caruth Haven Lane | Dallas | TX | 75225 | N/A | PC | Quality Public K-12 Schools: Excellent educator initiatives | $75,000 | |
| Easter Seals of Greater Houston Inc | ||||||||
| 4888 Loop Central Dr Suite 200 | Houston | TX | 77081 | N/A | PC | Early Childhood Development and Education: Parent, family, and caregiver support | $75,000 | |
| Houston Grand Opera Association Inc | ||||||||
| 510 Preston St 5th Floor | Houston | TX | 77002 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $75,000 | |
| Houston Zoo Inc | ||||||||
| 1513 Cambridge St | Houston | TX | 77030 | N/A | PC | Conservation: Educational programming and initiatives for children and youth | $75,000 | |
| Teach For America Inc | ||||||||
| 3311 Catalina Dr | Austin | TX | 78741 | N/A | PC | Quality Public K-12 Schools: Excellent educator initiatives | $75,000 | |
| W Oscar Neuhaus Memorial Foundation - Neuhaus Education Center | ||||||||
| 4433 Bissonnet St | Bellaire | TX | 77401 | N/A | PC | Quality Public K-12 Schools: Student support | $75,000 | |
| Sam Houston State University | ||||||||
| Box 2537 | Huntsville | TX | 77341 | N/A | GOV | Arts: Educational programming and initiatives for children and youth | $70,000 | |
| Austin Public Education Foundation | ||||||||
| 4000 S IH 35 Frontage Road | Austin | TX | 78704 | N/A | PC | Post-Secondary Pathways: Post-secondary access, success, and completion initiatives | $60,000 | |
| Austin Partners in Education | ||||||||
| PO Box 6118 | Austin | TX | 78762 | N/A | PC | Post-Secondary Pathways: Post-secondary readiness initiatives | $60,000 | |
| Big Brothers Big Sisters Lone Star | ||||||||
| 1003 Washington Ave | Houston | TX | 77002 | N/A | PC | Post-Secondary Pathways: Post-secondary readiness initiatives | $60,000 | |
| Big Brothers Big Sisters of Central Texas Inc | ||||||||
| 4800 Manor Rd Bldg K | Austin | TX | 78723 | N/A | PC | Post-Secondary Pathways: Post-secondary readiness initiatives | $60,000 | |
| Brighter Bites | ||||||||
| PO Box 25456 | Houston | TX | 77265 | N/A | PC | Human Services: Food/housing insecurity or other stabilization and empowerment efforts | $60,000 | |
| Partnership for the Advancement & Immersion of Refugees | ||||||||
| 3300 Chimney Rock Rd Suite 104 | Houston | TX | 77056 | N/A | PC | Post-Secondary Pathways: Post-secondary readiness initiatives | $60,000 | |
| Partnership for the Advancement & Immersion of Refugees | ||||||||
| 3300 Chimney Rock Rd Suite 104 | Houston | TX | 77056 | N/A | PC | Post-Secondary Pathways: Post-secondary readiness initiatives | $60,000 | |
| SER-Jobs for Progress of the Texas Gulf Coast Inc | ||||||||
| 1710 Telephone Rd | Houston | TX | 77023 | N/A | PC | Post-Secondary Pathways: Post-secondary readiness initiatives | $60,000 | |
| Alley Theatre | ||||||||
| 615 Texas Ave | Houston | TX | 77002 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $50,000 | |
| Any Baby Can of Austin Inc | ||||||||
| 6207 Sheridan Ave | Austin | TX | 78723 | N/A | PC | Early Childhood Development and Education: Parent, family, and caregiver support | $50,000 | |
| Austin Community Foundation - Foundation at Shield Ranch | ||||||||
| 9433 Bee Caves Road Suite 140 | Austin | TX | 78733 | N/A | PC | Conservation: Educational programming and initiatives for children and youth | $50,000 | |
| Austin Symphony Orchestra Society Inc | ||||||||
| 1806 Rio Grande St | Austin | TX | 78701 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $50,000 | |
| Austin Youth & Community Farm Inc - Urban Roots | ||||||||
| 4900 Gonzales St | Austin | TX | 78702 | N/A | PC | Human Services: Food/housing insecurity or other stabilization and empowerment efforts | $50,000 | |
| BakerRipley | ||||||||
| 4450 Harrisburg Blvd | Houston | TX | 77011 | N/A | PC | Human Services: Food/housing insecurity or other stabilization and empowerment efforts | $50,000 | |
| Bayou City Waterkeeper | ||||||||
| 2010 North Loop West Suite 103 | Houston | TX | 77018 | N/A | PC | Conservation: Environmental protection efforts | $50,000 | |
| Bayou Land Conservancy | ||||||||
| 8801 Gosling | Spring | TX | 77381 | N/A | PC | Conservation: Environmental protection efforts | $50,000 | |
| BookSpring | ||||||||
| 1807 W Slaughter Lane Bldg 1 | Austin | TX | 78748 | N/A | PC | Early Childhood Development and Education: Parent, family, and caregiver support | $50,000 | |
| Boys & Girls Clubs of Austin And Travis County Inc | ||||||||
| 6648 Ed Bluestein Blvd | Austin | TX | 78723 | N/A | PC | Quality Public K-12 Schools: Student support | $50,000 | |
| Children's Assessment Center Foundation | ||||||||
| 2500 Bolsover St | Houston | TX | 77005 | N/A | SO III FI | Human Services: Emotional well-being support | $50,000 | |
| Chinese Community Center Inc | ||||||||
| 9800 Town Park Dr | Houston | TX | 77036 | N/A | PC | Early Childhood Development and Education: High-quality early learning initiatives | $50,000 | |
| Coalition for the Homeless of HoustonHarris County | ||||||||
| 2000 Crawford St Suite 700 | Houston | TX | 77002 | N/A | PC | Human Services: Food/housing insecurity or other stabilization and empowerment efforts | $50,000 | |
| East End Improvement Corporation | ||||||||
| 3211 Harrisburg Blvd | Houston | TX | 77003 | N/A | SO I | Arts: Community and public access to arts and culture | $50,000 | |
| Education Trust Inc | ||||||||
| 1501 K St NW Suite 200 | Washington | DC | 20005 | N/A | PC | Quality Public K-12 Schools: Excellent educator initiatives | $50,000 | |
| Eight Million Stories Inc | ||||||||
| PO Box 10557 | Houston | TX | 77206 | N/A | PC | Post-Secondary Pathways: Post-secondary readiness initiatives | $50,000 | |
| Emancipation Park Conservancy | ||||||||
| 3018 Emancipation Ave | Houston | TX | 77004 | N/A | PC | Conservation: Community access to parks and urban greenspaces | $50,000 | |
| Families Empowered | ||||||||
| 2050 N Loop W Suite 230 | Houston | TX | 77018 | N/A | PC | Quality Public K-12 Schools: Quality schools and innovative school models | $50,000 | |
| Family Service Center at Houston and Harris County | ||||||||
| PO Box 70068 | Houston | TX | 77270 | N/A | PC | Human Services: Emotional well-being support | $50,000 | |
| Houston Area Women's Center | ||||||||
| 3077 El Camino St | Houston | TX | 77054 | N/A | PC | Human Services: Food/housing insecurity or other stabilization and empowerment efforts | $50,000 | |
| Houston Audubon Society | ||||||||
| 440 Wilchester Blvd | Houston | TX | 77079 | N/A | PC | Conservation: Educational programming and initiatives for children and youth | $50,000 | |
| Houston Ballet Foundation | ||||||||
| 601 Preston St | Houston | TX | 77002 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $50,000 | |
| Houston Botanic Garden | ||||||||
| 8205 N Bayou Dr | Houston | TX | 77017 | N/A | PC | Conservation: Community access to parks and urban greenspaces | $50,000 | |
| Houston Museum of Natural Science | ||||||||
| 5555 Hermann Park Dr | Houston | TX | 77030 | N/A | PC | Quality Public K-12 Schools: Student support | $50,000 | |
| Houston Public Library Foundation Inc | ||||||||
| 550 McKinney St | Houston | TX | 77002 | N/A | PC | Quality Public K-12 Schools: Student support | $50,000 | |
| Houston Symphony Society | ||||||||
| 615 Louisiana St Suite 102 | Houston | TX | 77002 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $50,000 | |
| iEducate USA | ||||||||
| 4903 Mayfair St | Bellaire | TX | 77401 | N/A | PC | Quality Public K-12 Schools: Student support | $50,000 | |
| Interfaith Ministries for Greater Houston | ||||||||
| 3303 Main St | Harris County | TX | 77002 | N/A | PC | Human Services: Food/housing insecurity or other stabilization and empowerment efforts | $50,000 | |
| Latinos for Education Inc | ||||||||
| PO Box 91135 | Houston | TX | 77253 | N/A | PC | Quality Public K-12 Schools: Excellent educator initiatives | $50,000 | |
| Lucille's 1913 Community Kitchen - Hogan Brown Gallery | ||||||||
| 12401 S Post Oak Rd | Houston | TX | 77045 | N/A | PC | Arts: Community and public access to arts and culture | $50,000 | |
| Making It Better | ||||||||
| 14781 Memorial Dr 25 | Houston | TX | 77079 | N/A | PC | Quality Public K-12 Schools: Student support | $50,000 | |
| Museum of Fine Arts Houston - Bayou Bend Collection and Gardens | ||||||||
| PO Box 6826 | Houston | TX | 77265 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $50,000 | |
| Museum of Fine Arts Houston - Glassell School of Art | ||||||||
| PO Box 6826 | Houston | TX | 77265 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $50,000 | |
| Regents of the University of Michigan - TeachingWorks | ||||||||
| 1058 Wolverine Tower 3003 S State | Ann Arbor | MI | 48109 | N/A | PC | Quality Public K-12 Schools: Excellent educator initiatives | $50,000 | St |
| Shoal Creek Conservancy | ||||||||
| PO Box 11520 | Austin | TX | 78711 | N/A | PC | Conservation: Environmental protection efforts | $50,000 | |
| Texas Cultural Trust Council | ||||||||
| 901 S Mopac Expressway Barton Oaks | Austin | TX | 78746 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $50,000 | Plaza II 410 |
| Texas Partnership for Out of School Time | ||||||||
| 8509 FM 969 | Austin | TX | 78724 | N/A | PC | Quality Public K-12 Schools: Student support | $50,000 | |
| The SAFE Alliance | ||||||||
| PO Box 19454 | Austin | TX | 78760 | N/A | PC | Human Services: Food/housing insecurity or other stabilization and empowerment efforts | $50,000 | |
| The University of Texas Health Science Center at Houston | ||||||||
| 7000 Fannin Suite 1200 | Houston | TX | 77030 | N/A | GOV | Human Services: Food/housing insecurity or other stabilization and empowerment efforts | $50,000 | |
| Travis Audubon Society Inc | ||||||||
| PO Box 301629 | Austin | TX | 78703 | N/A | PC | Conservation: Educational programming and initiatives for children and youth | $50,000 | |
| University of Houston - Downtown | ||||||||
| 1 Main St Suite S990 | Houston | TX | 77002 | N/A | GOV | Post-Secondary Pathways: Post-secondary readiness initiatives | $50,000 | |
| Youth Justice Alliance | ||||||||
| 1700 S Lamar Blvd Suite 338 | Austin | TX | 78704 | N/A | PC | Post-Secondary Pathways: Post-secondary access, success, and completion initiatives | $50,000 | |
| Art League of Houston | ||||||||
| 1953 Montrose Blvd | Houston | TX | 77006 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $40,000 | |
| Child Builders | ||||||||
| 11152 Westheimer Rd 794 | Houston | TX | 77042 | N/A | PC | Human Services: Emotional well-being support | $40,000 | |
| Local Infant Formula For Emergencies Inc | ||||||||
| 2002 South Wayside Dr | Houston | TX | 77023 | N/A | PC | Human Services: Food/housing insecurity or other stabilization and empowerment efforts | $40,000 | |
| College Possible | ||||||||
| PO Box 142308 | Austin | TX | 78714 | N/A | PC | Post-Secondary Pathways: Post-secondary access, success, and completion initiatives | $35,000 | |
| Austin Explore Inc | ||||||||
| 1111 W 24th St Suite 201 | Austin | TX | 78705 | N/A | PC | Post-Secondary Pathways: Post-secondary readiness initiatives | $30,000 | |
| Bridges To Life | ||||||||
| PO Box 570895 | Houston | TX | 77257 | N/A | PC | Human Services: Food/housing insecurity or other stabilization and empowerment efforts | $30,000 | |
| Center for Women & Their Work Inc | ||||||||
| 1311 E Cesar Chavez St | Austin | TX | 78702 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $30,000 | |
| Con Mi Madre | ||||||||
| 1825 Fortview Rd Suite 114 | Austin | TX | 78704 | N/A | PC | Post-Secondary Pathways: Post-secondary access, success, and completion initiatives | $30,000 | |
| Harris County Cultural Arts Council | ||||||||
| 13334 Wallisville Rd Bldg A | Houston | TX | 77049 | N/A | PC | Arts: Community and public access to arts and culture | $30,000 | |
| Holocaust Museum Houston | ||||||||
| 5401 Caroline St | Houston | TX | 77004 | N/A | PC | Quality Public K-12 Schools: Student support | $30,000 | |
| Open Dance Project | ||||||||
| 747 N Shepherd Dr Suite 100 | Houston | TX | 77007 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $30,000 | |
| Performing Arts Houston | ||||||||
| 615 Louisiana St | Houston | TX | 77002 | N/A | PC | Arts: Community and public access to arts and culture | $30,000 | |
| Prelude Music Foundation | ||||||||
| 9802 Madeline Alyssa Ct | Houston | TX | 77025 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $30,000 | |
| Seedling Foundation | ||||||||
| 8001 Centre Park Dr Suite 140 | Austin | TX | 78754 | N/A | PC | Quality Public K-12 Schools: Student support | $30,000 | |
| Seedling Foundation | ||||||||
| 8001 Centre Park Dr Suite 140 | Austin | TX | 78754 | N/A | PC | Quality Public K-12 Schools: Student support | $30,000 | |
| A Time 2 Read Inc | ||||||||
| PO Box 7403 | Huntsville | TX | 77342 | N/A | PC | Quality Public K-12 Schools: Student support | $25,000 | |
| Jeremiah Program | ||||||||
| 1200 Paul Teresa Saldana St | Austin | TX | 78702 | N/A | PC | Early Childhood Development and Education: High-quality early learning initiatives | $25,000 | |
| Sam Houston State University | ||||||||
| Box 2537 | Huntsville | TX | 77341 | N/A | GOV | Human Services: Food/housing insecurity or other stabilization and empowerment efforts | $25,000 | |
| Westcave Outdoor Discovery Center | ||||||||
| 24814 Hamilton Pool Rd | Round Mountain | TX | 78663 | N/A | PC | Conservation: Educational programming and initiatives for children and youth | $25,000 | |
| ACLU Foundation of Texas | ||||||||
| PO Box 8306 | Houston | TX | 77288 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| ACLU Foundation of Texas | ||||||||
| PO Box 8306 | Houston | TX | 77288 | N/A | PC | Designated Grant: General operating and support | $1,000 | |
| American Civil Liberties Union Foundation Inc | ||||||||
| 125 Broad St 18th Floor | New York | NY | 10004 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Austin Public Education Foundation | ||||||||
| 4000 S IH 35 Frontage Road | Austin | TX | 78704 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Austin Theatre Alliance | ||||||||
| 713 Congress Ave | Austin | TX | 78701 | N/A | PC | Designated Grant: General operating and support | $11,803 | |
| Baylor University | ||||||||
| One Bear Place 97043 | Waco | TX | 76798 | N/A | PC | Designated Grant: General operating and support | $2,500 | |
| Baylor University | ||||||||
| One Bear Place 97043 | Waco | TX | 76798 | N/A | PC | Designated Grant: General operating and support | $2,000 | |
| Blue Bird Circle | ||||||||
| 615 West Alabama St | Houston | TX | 77006 | N/A | PC | Designated Grant: General operating and support | $3,750 | |
| Bo's Place | ||||||||
| 10050 Buffalo Speedway | Houston | TX | 77054 | N/A | PC | Designated Grant: General operating and support | $1,180 | |
| Boy Scouts of America - Circle Ten Council | ||||||||
| 8605 Harry Hines Blvd | Dallas | TX | 75235 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| Boy Scouts of America - Circle Ten Council | ||||||||
| 8605 Harry Hines Blvd | Dallas | TX | 75235 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| Boy Scouts of America - Circle Ten Council | ||||||||
| 8605 Harry Hines Blvd | Dallas | TX | 75235 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| Boys and Girls Country of Houston Inc | ||||||||
| 18806 Roberts Road | Hockley | TX | 77447 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Cambridge in America | ||||||||
| 1120 Avenue of the Americas 7th | New York | NY | 10036 | N/A | PC | Designated Grant: General operating and support | $500 | Floor |
| Camp Allen Camp & Conference Center | ||||||||
| 18800 FM 362 | Navasota | TX | 77868 | N/A | PC | Designated Grant: General operating and support | $22,500 | |
| Camp Allen Camp & Conference Center | ||||||||
| 18800 FM 362 | Navasota | TX | 77868 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Camp Allen Camp & Conference Center | ||||||||
| 18800 FM 362 | Navasota | TX | 77868 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Camp Allen Camp & Conference Center | ||||||||
| 18800 FM 362 | Navasota | TX | 77868 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| CareerSpring Foundation | ||||||||
| 5311 Valerie St | Bellaire | TX | 77401 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Center for Reproductive Rights Inc | ||||||||
| 199 Water St | New York | NY | 10038 | N/A | PC | Designated Grant: General operating and support | $7,500 | |
| Centre College of Kentrucky | ||||||||
| 600 West Walnut St | Danville | KY | 40422 | N/A | PC | Designated Grant: General operating and support | $3,781 | |
| Children's Museum Inc | ||||||||
| 1500 Binz St | Houston | TX | 77004 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| Children's Museum Inc | ||||||||
| 1500 Binz St | Houston | TX | 77004 | N/A | PC | Designated Grant: General operating and support | $3,675 | |
| Christ Church Cathedral | ||||||||
| 62 East Broad Oaks Dr | Houston | TX | 77056 | N/A | PC | Designated Grant: General operating and support | $2,000 | |
| Coastal Prairie Conservancy | ||||||||
| 5615 Kirby Dr Suite 867 | Houston | TX | 77005 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| CollegeSpring Inc | ||||||||
| 1990 N California Blvd Suite 20 | Walnut Creek | CA | 94596 | N/A | PC | Designated Grant: General operating and support | $20,000 | |
| Common Cause Education Fund | ||||||||
| 805 15th St NW Suite 800 | Washington | DC | 20005 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Community Catalyst | ||||||||
| One Federal St 5th Floor | Boston | MA | 02110 | N/A | PC | Designated Grant: General operating and support | $1,000 | |
| Community Foundation of Acadiana | ||||||||
| 1035 Camellia Boulevard | Lafayette | LA | 70508 | N/A | PC | Designated Grant: General operating and support | $10,690 | |
| Dallas 24 Hour Club Inc | ||||||||
| 4636 Ross Ave | Dallas | TX | 75204 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Environmental Defense Fund Incorporated | ||||||||
| 257 Park Ave South | New York | NY | 10010 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Episcopal High School | ||||||||
| 4650 Bissonnet St | Bellaire | TX | 77401 | N/A | PC | Designated Grant: General operating and support | $30,000 | |
| Episcopal High School | ||||||||
| 4650 Bissonnet St | Bellaire | TX | 77401 | N/A | PC | Designated Grant: General operating and support | $29,000 | |
| Episcopal High School | ||||||||
| 4650 Bissonnet St | Bellaire | TX | 77401 | N/A | PC | Designated Grant: General operating and support | $6,000 | |
| Episcopal High School | ||||||||
| 4650 Bissonnet St | Bellaire | TX | 77401 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Ex-Students' Association of the University of Texas | ||||||||
| PO Box 7278 | Austin | TX | 78713 | N/A | PC | Designated Grant: General operating and support | $1,000 | |
| Families Empowered | ||||||||
| 2050 N Loop W Suite 230 | Houston | TX | 77018 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| FotoFest Inc | ||||||||
| 2000 Edwards St Bldg C Suite 2 | Houston | TX | 77007 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| FotoFest Inc | ||||||||
| 2000 Edwards St Bldg C Suite 2 | Houston | TX | 77007 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Harmony House Inc | ||||||||
| 602 Girard St | Houston | TX | 77007 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Highland Project Inc | ||||||||
| 71 W 8th St Unit 1A | New York | NY | 10024 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Holy Spirit Episcopal Church - Bayou City Blessings in a Backpack | ||||||||
| 12535 Perthshire Road | Houston | TX | 77024 | N/A | PC | Designated Grant: General operating and support | $836 | |
| Houston Area Women's Center | ||||||||
| 3077 El Camino St | Houston | TX | 77054 | N/A | PC | Designated Grant: General operating and support | $6,500 | |
| Houston Ballet Foundation | ||||||||
| 601 Preston St | Houston | TX | 77002 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Houston Food Bank | ||||||||
| 535 Portwall St | Houston | TX | 77029 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Houston Food Bank | ||||||||
| 535 Portwall St | Houston | TX | 77029 | N/A | PC | Designated Grant: General operating and support | $2,500 | |
| Houston Grand Opera Association Inc | ||||||||
| 510 Preston St 5th Floor | Houston | TX | 77002 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| Houston Livestock Show & Rodeo Inc | ||||||||
| 3 NRG Park | Houston | TX | 77054 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Houston Symphony Society | ||||||||
| 615 Louisiana St Suite 102 | Houston | TX | 77002 | N/A | PC | Designated Grant: General operating and support | $6,916 | |
| Houston Zoo Inc | ||||||||
| 1513 Cambridge St | Houston | TX | 77030 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Houston's Amazing Place Inc | ||||||||
| 3735 Drexel | Houston | TX | 77027 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Howard University | ||||||||
| 2218 6th St NW | Washington | DC | 20059 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Howard University | ||||||||
| 2218 6th St NW | Washington | DC | 20059 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Howard University | ||||||||
| 2218 6th St NW | Washington | DC | 20059 | N/A | PC | Designated Grant: General operating and support | $3,000 | |
| Interfaith Health Center Inc | ||||||||
| 315 Gill Ave | Knoxville | TN | 37917 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| Laity Renewal Foundation | ||||||||
| 719 Earl Garrett St | Kerrville | TX | 78028 | N/A | PC | Designated Grant: General operating and support | $1,000 | |
| Lakeshore Park Conservancy | ||||||||
| PO Box 10244 | Knoxville | TN | 37939 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Manned Space Flight Education Foundation | ||||||||
| 1601 NASA Parkway | Houston | TX | 77058 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Memorial Assistance Ministries Inc | ||||||||
| 1625 Blalock Road | Houston | TX | 77080 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Museum of Fine Arts Houston - Bayou Bend Collection and Gardens | ||||||||
| PO Box 6826 | Houston | TX | 77265 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| Museum of Fine Arts Houston - Glassell School of Art | ||||||||
| PO Box 6826 | Houston | TX | 77265 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Museum of Fine Arts Houston - Glassell School of Art | ||||||||
| PO Box 6826 | Houston | TX | 77265 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| National Network of Abortion Funds - The Lilith Fund | ||||||||
| PO Box 684949 | Austin | TX | 78768 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| National Network of Abortion Funds - The Lilith Fund | ||||||||
| PO Box 684949 | Austin | TX | 78768 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| National Network of Abortion Funds - The Lilith Fund | ||||||||
| PO Box 684949 | Austin | TX | 78768 | N/A | PC | Designated Grant: General operating and support | $1,000 | |
| National Society Of The Colonial Dames Of America In Texas - The Neill-Coch | ||||||||
| 2310 San Gabriel St | Austin | TX | 78705 | N/A | PC | Designated Grant: General operating and support | $3,000 | |
| National Women's Law Center | ||||||||
| 1350 I St Suite 700 | Washington | DC | 20005 | N/A | PC | Designated Grant: General operating and support | $7,500 | |
| Native American Rights Fund | ||||||||
| 250 Arapahoe Ave | Boulder | CO | 80302 | N/A | PC | Designated Grant: General operating and support | $1,000 | |
| Northwest Assistance Ministries | ||||||||
| 15555 Kuykendahl Road | Houston | TX | 77090 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| One Simple Wish | ||||||||
| 1977 North Olden Ave 292 | Trenton | NJ | 08618 | N/A | PC | Designated Grant: General operating and support | $20,000 | |
| Planned Parenthood Gulf Coast Inc | ||||||||
| 4600 Gulf Frwy | Houston | TX | 77023 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Planned Parenthood of Greater Texas | ||||||||
| 7424 Greenville Ave Suite 206 | Dallas | TX | 75231 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Presbyterian Church Chapel of Grace | ||||||||
| 3700 Keowee Ave SW | Knoxville | TN | 37919 | N/A | PC | Designated Grant: General operating and support | $500 | |
| Ronald McDonald House Charities of Central Texas Inc | ||||||||
| 1315 Barbara Jordan Blvd | Austin | TX | 78723 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| Saddle Up Nashville | ||||||||
| 1549 Old Hillsboro Rd | Franklin | TN | 37069 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Sam Houston State University | ||||||||
| Box 2537 | Huntsville | TX | 77341 | N/A | GOV | Designated Grant: General operating and support | $6,645 | |
| School Year Abroad Inc | ||||||||
| 120 Water St Suite 310 | North Andover | MA | 01845 | N/A | PC | Designated Grant: General operating and support | $20,000 | |
| School Year Abroad Inc | ||||||||
| 120 Water St Suite 310 | North Andover | MA | 01845 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| School Year Abroad Inc | ||||||||
| 120 Water St Suite 310 | North Andover | MA | 01845 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Sea Shepherd Conservation Society | ||||||||
| PO Box 8628 | Alexandria | VA | 22306 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| SEARCH Homeless Services | ||||||||
| 2015 Congress St | Houston | TX | 77002 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| SEARCH Homeless Services | ||||||||
| 2015 Congress St | Houston | TX | 77002 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| SEARCH Homeless Services | ||||||||
| 2015 Congress St | Houston | TX | 77002 | N/A | PC | Designated Grant: General operating and support | $1,500 | |
| Sierra Club Foundation | ||||||||
| 2101 Webster St Suite 1250 | Oakland | CA | 94612 | N/A | PC | Designated Grant: General operating and support | $1,000 | |
| Smithsonian Institute - National Museum of African American History & Cultu | ||||||||
| 1400 Constitution Ave Northwest | Washington | DC | 20560 | N/A | PC | Designated Grant: General operating and support | $851 | |
| St John's School | ||||||||
| 2401 Claremont Ln | Houston | TX | 77019 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| St John's School | ||||||||
| 2401 Claremont Ln | Houston | TX | 77019 | N/A | PC | Designated Grant: General operating and support | $2,000 | |
| St Mark's Episcopal Church | ||||||||
| 3816 Bellaire Boulevard | Houston | TX | 77025 | N/A | PC | Designated Grant: General operating and support | $3,750 | |
| Star of Hope Mission | ||||||||
| 4848 Loop Central Dr | Houston | TX | 77081 | N/A | PC | Designated Grant: General operating and support | $2,500 | |
| Tallowood Baptist Church | ||||||||
| 555 Tallowood Road | Houston | TX | 77024 | N/A | PC | Designated Grant: General operating and support | $1,500 | |
| Target Hunger | ||||||||
| 1260 Shotwell St | Houston | TX | 77020 | N/A | PC | Designated Grant: General operating and support | $20,000 | |
| Texas Association for the Education of Young Children | ||||||||
| PO Box 4997 | Austin | TX | 78765 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| Texas Land Conservancy | ||||||||
| PO Box 162481 | Austin | TX | 78716 | N/A | PC | Designated Grant: General operating and support | $500 | |
| Texas Lyceum Association Inc | ||||||||
| 1321 Antoine Dr | Houston | TX | 77055 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Texas State University Development Foundation | ||||||||
| 601 University Dr | San Marcos | TX | 78666 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Texas Tribune Inc | ||||||||
| 919 Congress Ave 6th Floor | Austin | TX | 78701 | N/A | PC | Designated Grant: General operating and support | $10,586 | |
| The Awty International School | ||||||||
| 7455 Awty School Lane | Houston | TX | 77055 | N/A | PC | Designated Grant: General operating and support | $2,000 | |
| The Board Of Trustees Of The Leland Stanford Junior University | ||||||||
| 326 Galvez St | Stanford | CA | 94305 | N/A | PC | Designated Grant: General operating and support | $1,000 | |
| The First Tee of Greater Houston Inc | ||||||||
| 7000 Capitol St | Houston | TX | 77011 | N/A | PC | Designated Grant: General operating and support | $2,500 | |
| The Salvation Army | ||||||||
| 1500 Austin | Houston | TX | 77002 | N/A | PC | Designated Grant: General operating and support | $35,000 | |
| The Salvation Army | ||||||||
| 214-216 West Chestnut St | Louisville | KY | 40202 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| The University of Texas at Austin - McCombs School of Business | ||||||||
| 2110 Speedway | Austin | TX | 78705 | N/A | GOV | Designated Grant: General operating and support | $2,500 | |
| The University of Texas Foundation | ||||||||
| 9011 Mountain Ridge Dr Suite 150 | Austin | TX | 78759 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Transgender Law Center | ||||||||
| PO Box 70976 | Oakland | CA | 94612 | N/A | PC | Designated Grant: General operating and support | $6,500 | |
| Transmit Receive Labs Inc | ||||||||
| 6501 Navigation Blvd Suite A0 | Houston | TX | 77011 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Trustees of Dartmouth College | ||||||||
| 6066 Development Office | Hanover | NH | 03755 | N/A | PC | Designated Grant: General operating and support | $20,000 | |
| Trustees of Dartmouth College | ||||||||
| 6066 Development Office | Hanover | NH | 03755 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Trustees of Dartmouth College | ||||||||
| 6066 Development Office | Hanover | NH | 03755 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| United States Foundation for the Commemoration of the World Wars | ||||||||
| PO Box 17586 | Arlington | VA | 22216 | N/A | PC | Designated Grant: General operating and support | $6,967 | |
| University of Arizona Foundation | ||||||||
| 1111 North Cherry Ave | Tucson | AZ | 85721 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| University of Arizona Foundation | ||||||||
| 1111 North Cherry Ave | Tucson | AZ | 85721 | N/A | PC | Designated Grant: General operating and support | $12,500 | |
| University of Arizona Foundation | ||||||||
| 1111 North Cherry Ave | Tucson | AZ | 85721 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| University of Houston | ||||||||
| 5000 Gulf Freeway | Houston | TX | 77024 | N/A | GOV | Designated Grant: General operating and support | $5,000 | |
| University of North Carolina at Wilmington | ||||||||
| 601 College Road | Wilmington | NC | 28403 | N/A | GOV | Designated Grant: General operating and support | $15,000 | |
| University of Puget Sound | ||||||||
| 1500 N Warner St 1067 | TACOMA | WA | 98416 | N/A | PC | Designated Grant: General operating and support | $1,000 | |
| The University of Texas MD Anderson Cancer Center | ||||||||
| Unit 705 | Houston | TX | 77230 | N/A | GOV | Designated Grant: General operating and support | $5,000 | |
| Ursuline Academy of Dallas Foundation Inc | ||||||||
| 4900 Walnut Hill Lane | Dallas | TX | 75229 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| W Oscar Neuhaus Memorial Foundation - Neuhaus Education Center | ||||||||
| 4433 Bissonnet St | Bellaire | TX | 77401 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| W Oscar Neuhaus Memorial Foundation - Neuhaus Education Center | ||||||||
| 4433 Bissonnet St | Bellaire | TX | 77401 | N/A | PC | Designated Grant: General operating and support | $500 | |
| Waterloo Greenway Conservancy | ||||||||
| 1111 Red River St | Austin | TX | 78701 | N/A | PC | Designated Grant: General operating and support | $35,000 | |
| Waterloo Greenway Conservancy | ||||||||
| 1111 Red River St | Austin | TX | 78701 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Waterloo Greenway Conservancy | ||||||||
| 1111 Red River St | Austin | TX | 78701 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Waterloo Greenway Conservancy | ||||||||
| 1111 Red River St | Austin | TX | 78701 | N/A | PC | Designated Grant: General operating and support | $6,375 | |
| Waterloo Greenway Conservancy | ||||||||
| 1111 Red River St | Austin | TX | 78701 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| William Marsh Rice University - Texas Policy Lab | ||||||||
| 6100 Main St | Houston | TX | 77005 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Woods Project Inc | ||||||||
| 2700 Southwest Frwy | Houston | TX | 77098 | N/A | PC | Designated Grant: General operating and support | $1,000 | |
| Grantmakers for Education | ||||||||
| 400 SE 103rd Dr 33348 | Portland | OR | 97216 | N/A | PC | Other: General operating, support, programs, and initiatives | $6,000 | |
| National Center for Family Philanthropy Inc | ||||||||
| 1667 K St NW | Washington | DC | 20006 | N/A | PC | Other: General operating, support, programs, and initiatives | $5,000 | |
| Philanthropy Southwest | ||||||||
| 1910 Pacific Ave Suite 13500 | Dallas | TX | 75201 | N/A | PC | Other: General operating, support, programs, and initiatives | $6,050 | |
| Randolph College | ||||||||
| 2500 Rivermont Ave | Lynchburg | VA | 24503 | N/A | PC | Other: General operating, support, programs, and initiatives | $10,000 | |
| SEARCH Homeless Services | ||||||||
| 2015 Congress St | Houston | TX | 77002 | N/A | PC | Other: General operating, support, programs, and initiatives | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,526,704 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Houston Museum of Natural Science | ||||||||
| 5555 Hermann Park Dr | Houston | TX | 77030 | N/A | PC | Quality Public K-12 Schools: Student support | $100,000 | |
| Houston Symphony Society | ||||||||
| 615 Louisiana St Suite 102 | Houston | TX | 77002 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $100,000 | |
| Museum of Fine Arts Houston - Bayou Bend Collection and Gardens | ||||||||
| PO Box 6826 | Houston | TX | 77265 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $100,000 | |
| Museum of Fine Arts Houston - Glassell School of Art | ||||||||
| PO Box 6826 | Houston | TX | 77265 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $100,000 | |
| Summer House Institute | ||||||||
| 1600 Vine St | Philadelphia | PA | 19102 | N/A | PC | Quality Public K-12 Schools: Excellent educator initiatives | $100,000 | |
| William Marsh Rice University - Houston Education Research Consortium | ||||||||
| 6100 Main St MS-208 | Houston | TX | 77005 | N/A | PC | Early Childhood Development and Education: Data, research, and policy initiatives | $100,000 | |
| Boys & Girls Club of Walker County TX Inc | ||||||||
| PO Box 8600 | Huntsville | TX | 77340 | N/A | PC | Quality Public K-12 Schools: Student support | $75,000 | |
| Teach For America Inc | ||||||||
| 3311 Catalina Dr | Austin | TX | 78741 | N/A | PC | Quality Public K-12 Schools: Excellent educator initiatives | $75,000 | |
| Brighter Bites | ||||||||
| PO Box 25456 | Houston | TX | 77265 | N/A | PC | Human Services: Food/housing insecurity or other stabilization and empowerment efforts | $60,000 | |
| Alley Theatre | ||||||||
| 615 Texas Ave | Houston | TX | 77002 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $50,000 | |
| Houston Ballet Foundation | ||||||||
| 601 Preston St | Houston | TX | 77002 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $50,000 | |
| Houston Grand Opera Association Inc | ||||||||
| 510 Preston St 5th Fl | Houston | TX | 77002 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $50,000 | |
| Houston Zoo Inc | ||||||||
| 1513 Cambridge St | Houston | TX | 77030 | N/A | PC | Conservation: Educational programming and initiatives for children and youth | $50,000 | |
| Regents of the University of Michigan - TeachingWorks | ||||||||
| 1058 Wolverine Tower 3003 S State | Ann Arbor | MI | 48109 | N/A | PC | Quality Public K-12 Schools: Excellent educator initiatives | $50,000 | St |
| Texas A&M University Health Science Center | ||||||||
| 400 Harvey Mitchell Pkwy South | College Station | TX | 77845 | N/A | GOV | Quality Public K-12 Schools: Excellent educator initiatives | $50,000 | |
| Texas Cultural Trust Council | ||||||||
| 901 S Mopac Expressway Barton Oaks | Austin | TX | 78746 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $50,000 | Plaza II 410 |
| Youth Justice Alliance | ||||||||
| 1700 S Lamar Blvd Suite 338 | Austin | TX | 78704 | N/A | PC | Post-Secondary Pathways: Post-secondary access, success, and completion initiatives | $50,000 | |
| Harris County Cultural Arts Council | ||||||||
| 13334 Wallisville Rd Bldg A | Houston | TX | 77049 | N/A | PC | Arts: Community and public access to arts and culture | $30,000 | |
| A Time 2 Read Inc | ||||||||
| PO Box 7403 | Huntsville | TX | 77342 | N/A | PC | Quality Public K-12 Schools: Student support | $25,000 | |
| Walker County Historical Commission | ||||||||
| 1301 Sam Houston Ave 218 | Huntsville | TX | 77340 | N/A | GOV | Other: General operating, support, programs, and initiatives | $8,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,273,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184,765 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,636,268 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,013,374 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,834,407 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,834,407 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax compliance | CategoryTxt |
| Amt | $7,800 | Amt |
| Net Investment Income | $3,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,600 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Restrictions or limitations on awards (continued) | IdentifierTxt |
| Form And Line Reference | Part XIV, Line 2d | FormAndLineReferenceDesc |
| Medium Explanation | The Powell Foundation is dedicated to catalyzing progress in public education, the arts, conservation, and human services. Funding is focused on the Foundation's geographic areas of interest in Harris, Travis, or Walker Counties, Texas. The requesting organization must be a 501(c)(3) tax-exempt charitable entity, as described in Section 509(a)(1) or 509(a)(2) of the Internal Revenue Code. This includes public charities, government organizations, and eligible supporting organizations. State agencies defined under IRC Section 170 (c)(1) are also deemed eligible entities if grant funding is requested for a public purpose. Organizations classified as 509(a)(3) Type I, Type II, and functionally-integrated Type III (supporting organization) may be eligible for grants from The Powell Foundation with additional diligence, particularly as it relates to disqualified individuals who are both connected with these organizations and affiliated with The Powell Foundation (either directly or indirectly). The Foundation will not make grants to 509(a)(3) Type III non-functionally integrated organizations.The Powell Foundation does not make grants to individuals, endowments or endowment campaigns, scholarship funds, other private foundations, fundraising and marketing events (e.g. galas), debt retirement or to cover past operating deficits, candidates for political office or to influence specific legislation (lobbying), organizations for realizing religious or doctrinal purpose. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (18 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,500,000 Adobe Inc Note 2.300% 02/01/2030 | $1,343,700 | $1,343,700 |
| 1,500,000 Amazon.com Inc Note 3.600% 04/13/2032 | $1,428,855 | $1,428,855 |
| 1,500,000 Bank of America Corp Ser L Mtn 3.500% 04/19/2026 | $1,459,605 | $1,459,605 |
| 500,000 Enterprise Products Operating LLC Note 3.950% 02/15/2027 | $491,835 | $491,835 |
| 1,500,000 Goldman Sachs Group Inc Note 3.750% 05/22/2025 | $1,469,085 | $1,469,085 |
| 1,500,000 Home Depot Inc Note 2.950% 06/15/2029 | $1,409,790 | $1,409,790 |
| 1,500,000 JPMorgan Chase & Co Note 2.950% 10/01/2026 | $1,428,855 | $1,428,855 |
| 1,500,000 Mastercard Inc Note 3.350% 03/26/2030 | $1,430,520 | $1,430,520 |
| 1,500,000 McDonald's Corp Mtn 3.500% 03/01/2027 | $1,459,980 | $1,459,980 |
| 1,500,000 Morgan Stanley Ser I Mtn 3.625% 01/20/2027 | $1,454,235 | $1,454,235 |
| 500,000 PepsiCo Inc Note 2.375% 10/06/2026 | $475,110 | $475,110 |
| 1,000,000 PepsiCo Inc Note 2.625% 07/29/2029 | $921,280 | $921,280 |
| 500,000 Philip Morris International Inc Note 2.750% 02/25/2026 | $479,085 | $479,085 |
| 1,000,000 Philip Morris International Inc Note 3.375% 08/15/2029 | $937,730 | $937,730 |
| 500,000 State Street Corp Note 2.650% 05/19/2026 | $477,380 | $477,380 |
| 1,500,000 Verizon Communications Inc Note 4.125% 03/16/2027 | $1,477,950 | $1,477,950 |
| 1,500,000 Visa Inc Note 2.050% 04/15/2030 | $1,318,020 | $1,318,020 |
| 1,500,000 Wells Fargo & Co Note 3.000% 10/23/2026 | $1,424,055 | $1,424,055 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 46,640 Abbott Laboratories | $5,133,665 | $5,133,665 |
| 9,875 Adobe Inc | $5,891,425 | $5,891,425 |
| 13,990 Air Products and Chemicals Inc | $3,830,462 | $3,830,462 |
| 80,000 Alphabet Inc Class C | $11,274,400 | $11,274,400 |
| 99,600 Amazon.com Inc | $15,133,224 | $15,133,224 |
| 73,275 Apple Inc | $14,107,636 | $14,107,636 |
| 2,196,943 Artisan International Fund Inst | $59,163,682 | $59,163,682 |
| 4,850 ASML Holding NV | $3,671,062 | $3,671,062 |
| 63,200 AstraZeneca PLC | $4,256,520 | $4,256,520 |
| 10,265 Automatic Data Processing Inc | $2,391,437 | $2,391,437 |
| 25,000 BAE Systems PLC | $1,445,450 | $1,445,450 |
| 9,905 BlackRock Inc | $8,040,879 | $8,040,879 |
| 14,975 Broadridge Financial Solutions Inc | $3,081,106 | $3,081,106 |
| 56,235 Canadian Pacific Kansas City Ltd | $4,445,939 | $4,445,939 |
| 55,939 Chevron Corporation | $8,343,861 | $8,343,861 |
| 14,000 CME Group Inc | $2,948,400 | $2,948,400 |
| 105,033 Coca-Cola Co | $6,189,595 | $6,189,595 |
| 114,775 Comcast Corporation | $5,032,884 | $5,032,884 |
| 2,500 Eli Lilly And Co | $1,457,300 | $1,457,300 |
| 49,250 EOG Resources Inc | $5,956,788 | $5,956,788 |
| 21,250 Estee Lauder Companies Inc | $3,107,813 | $3,107,813 |
| 74,500 Hess Corp | $10,739,920 | $10,739,920 |
| 45,175 Intercontinental Exchange Inc | $5,801,825 | $5,801,825 |
| 13,350 Intuit Inc | $8,344,150 | $8,344,150 |
| 13,400 Intuitive Surgical, Inc. | $4,520,624 | $4,520,624 |
| 19,150 Marriott International Inc | $4,318,516 | $4,318,516 |
| 15,100 Mastercard Inc | $6,440,301 | $6,440,301 |
| 23,530 McDonald's Corp | $6,976,880 | $6,976,880 |
| 78,185 Microsoft Corp | $29,400,687 | $29,400,687 |
| 32,857 Mondelez International Inc | $2,379,833 | $2,379,833 |
| 30,410 Nestle SA - ADR | $3,516,308 | $3,516,308 |
| 38,870 Nike Inc | $4,220,116 | $4,220,116 |
| 148,450 Novo Nordisk A/S | $15,357,152 | $15,357,152 |
| 13,825 Otis Worldwide Corp | $1,236,923 | $1,236,923 |
| 36,598 PepsiCo Inc | $6,215,804 | $6,215,804 |
| 51,925 Philip Morris International Inc. | $4,885,104 | $4,885,104 |
| 27,460 Progressive Corp | $4,373,829 | $4,373,829 |
| 40,625 RTX Corp | $3,418,188 | $3,418,188 |
| 12,415 S&P Global Inc | $5,469,056 | $5,469,056 |
| 13,275 Sherwin-Williams Co | $4,140,472 | $4,140,472 |
| 52,895 Texas Instruments Inc | $9,016,482 | $9,016,482 |
| 31,510 Union Pacific Corp | $7,739,486 | $7,739,486 |
| 18,920 UnitedHealth Group Inc | $9,960,812 | $9,960,812 |
| 650,253 Vanguard Mid-Cap Index Fund Inst | $41,382,093 | $41,382,093 |
| 13,650 Verisk Analytics, Inc. | $3,260,439 | $3,260,439 |
| 43,525 Visa Inc | $11,331,734 | $11,331,734 |
| 10,000 Zoetis Inc | $1,973,700 | $1,973,700 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,184,289 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,184,289 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General counsel | CategoryTxt |
| Legal Fees | $10,284 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,281 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank charges | $16,357 | $16,357 | $0 |
| Dues and subscriptions | $2,345 | $117 | $1,473 |
| Insurance | $4,045 | $202 | $3,807 |
| Office expense | $11,445 | $572 | $10,012 |
| Payroll processing fees | $13,630 | $682 | $12,949 |
| Software expense | $10,554 | $0 | $10,601 |
| Technology expenses | $4,690 | $235 | $4,444 |
| Telephone | $3,824 | $191 | $3,623 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized appreciation in value of investments | $42,959,232 |
| Difference between cost and fair market value of noncash grants | $2,624,973 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment management fees | $653,277 | $653,277 | $0 |
| Information technology services | $24,603 | $0 | $25,416 |
| Strategic planning | $11,450 | $0 | $12,950 |
| Professional development | $13,754 | $0 | $16,040 |
| Administrative consultation and support | $4,810 | $0 | $14,670 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise tax | $305,480 | $0 | $0 |
| Foreign tax | $112,253 | $112,253 | $0 |