2025-05-06T08:07:35-05:00 2024-06-30 HURRICANE BERYL 7508A Pannell Kerr Forster of Texas PC 5847 San Felipe Suite 2600 Houston TX 770573092 990PF 2023-07-01 372090276 THE SAROFIM FOUNDATION % THE SAROFIM FOUNDATION SARO 7136544484 PO BOX 52830 HOUSTON TX 770522830 RYAN DOLIBOIS EXECUTIVE DIRECTOR 7136544484 2025-05-01 true true EMILY SMIKAL P01312781 7138601400 2023 2025-03-06 01:10:19Z X 2567962045 X 201378167 26891603 26891603 18339103 339065882 18339103 -105015 246503858 45230706 298549 29855 268694 76667 76667 62601 3508 59093 259573 141403 0 118170 66420 33210 0 33210 221223 2025 219198 3832234 1182234 7448 7448 2157506 2005587 151919 6982221 3397822 0 934399 25669500 9669500 32651721 3397822 0 10603899 213852137 41832884 0 129922080 129922080 0 19076336 19076336 0 2331378123 2331378123 0 76775001 76775001 0 10810505 10810505 0 2567962045 2567962045 0 16000000 0 16000000 X 0 2551962045 0 2551962045 0 2567962045 0 213852137 2338109908 2551962045 2551962045 PUBLICLY TRADED SECURITIES 125138942 99641459 25497483 25497483 PUBLICLY TRADED SECURITIES 213926940 221085320 -7158380 -7158380 18339103 581477 581477 581477 1351924 0 1351924 X 747 769700 769700 false false false false false false false true true TX true false true false false true N/A THE SAROFIM FOUNDATION 7136544484 909 FANNIN ST SUITE 2907 HOUSTON TX 77010 false false false false true false false false false false false false false false false false true false false true false false false false CHRISTOPHER B SAROFIM PO BOX 52830 HOUSTON TX 770522830 DIRECTOR 0 0 0 0 RAYE G WHITE PO BOX 52830 HOUSTON TX 770522830 DIRECTOR 0 0 0 0 William Gentry Lee Jr PO BOX 52830 HOUSTON TX 770522830 DIRECTOR 0 0 0 0 Ryan Dolibois PO BOX 52830 HOUSTON TX 770522830 Executive Director 0 298549 16192 0 KRYSTLE ALLEN PO BOX 52830 HOUSTON TX 770522830 EMPLOYEE 0 76667 21622 0 SAROFIM TRUST CO PO BOX 52830 HOUSTON TX 770522830 Investment MGMT 1814803 Sheppard Mullin Richter & Hampton LLP 350 South Grand Avenue 40th Floor LOS ANGELES CA 90071 Legal 257108 Denise Smith Consulting LLC 1207 Harvard Avenue MIDLAND TX 79701 Consulting 132652 PKF Texas CPAs and Professional Advisors 5847 San Felipe St Suite 2600 HOUSTON TX 77057 Accounting 66420 N/A N/A 1979028462 164101273 11362617 2154492352 0 2154492352 32317385 2122174967 106108748 106108748 581477 1142896 1724373 104384375 104384375 104384375 10603899 0 0 0 0 10603899 104384375 0 2021 2020 2019 0 0 0 10603899 0 7821495 2782404 0 0 0 7821495 0 0 0 101601971 7821495 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. THE BEACON FORMERLY HOUSTON COMPASS INC 1117 TEXAS ST HOUSTON TX 77002 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 100000 SOCIETY OF ST VINCENT DE PAUL 2403 HOLCOMBE BOULEVARD HOUSTON TX 77021 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 35000 STAR OF HOPE MISSION 4848 Loop Central Dr Ste 500 HOUSTON TX 770812355 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 100000 HOUSTON BALLET 601 PRESTON STREET HOUSTON TX 77002 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 100000 EPISCOPAL HIGH SCHOOL 4650 BISSONNET STREET BELLAIRE TX 77401 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 250000 THE CHINATI FOUNDATION PO BOX 1135 MARFA TX 79843 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 25000 HOUSTON FOOD BANK 535 PORTWALL STREET HOUSTON TX 77029 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 100000 AMERICAN CANCER SOCIETY PO Box 632008 Houston TX 77263 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 25000 HOUSTON GRAND OPERA 510 Preston Street Houston TX 77002 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 100000 THE MUSEUM OF FINE ARTS HOUSTON 1001 Bissonnet Street Houston TX 77005 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 75000 Texas Children's Cancer Center 6701 Fannin St 1400 HOUSTON TX 77030 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 10000 CONTEMPORARY ARTS MUSEUM HOUSTON 5020 Montrose Blvd STE 210 HOUSTON TX 77006 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 125000 CHILDREN'S MUSEUM OF HOUSTON 1500 BINZ STREET HOUSTON TX 77004 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 50000 YMCA OF GREATER HOUSTON 1331 Augusta Drive HOUSTON TX 77057 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 75000 Game Conservancy USA Inc 500 POST ROAD EAST 2ND FLOOR WESTPORT CT 06880 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 62000 Barbara Bush Houston Literacy Foundation 7887 SAN FELIPE 250 HOUSTON TX 77063 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 30000 Lyford Cay School Foundation 31 BROOKSIDE DRIVE PO Box 658 GREENWICH CT 06836 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 75000 United Way of Greater Houston 50 WAUGH DR HOUSTON TX 770075813 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 375000 Alley Theatre 615 TEXAS ST HOUSTON TX 770022710 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 150000 Families Empowered 2050 NORTH LOOP W STE 230 HOUSTON TX 770188111 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 15000 The Will Erwin Headache Research Foundation 845 TEXAS AVE 2910 HOUSTON TX 77002 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 20000 University of St Thomas 3800 MONTROSE BLVD HOUSTON TX 770064626 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 25000 The Menil Collection 1519 BRANARD ST HOUSTON TX 770064721 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 150000 Harvard Business School Soldiers Field Boston MA 02163 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 50000 Memorial Sloan Kettering Cancer Center 1275 York Avenue New York NY 10065 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 75000 Glenwood Cemetery Historic Preservation Foundation 2525 WASHINGTON AVE HOUSTON TX 770076020 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 25000 CHRISTUS Foundation for HealthCare PO BOX 1919 HOUSTON TX 772511919 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 25000 Houston Livestock Show and Rodeo Educational Fund 3 NRG PARK HOUSTON TX 770541574 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 20000 Special Olympics Texas 4732 WHIRLWIND DR SAN ANTONIO TX 782173719 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 5000 Breakthrough T1d (Formerly JDRF) 1776 Yorktown Suite 560 Houston TX 77056 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 10000 Lighthouse of Houston 3602 W Dallas St Houston TX 77019 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 15000 Junior League of Houston 1811 BRIAR OAKS LN HOUSTON TX 770273405 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 10000 Ronald McDonald House 1907 HOLCOMBE BLVD HOUSTON TX 770304123 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 10000 Houston Bar Foundation 1111 BAGBY FLB 200 HOUSTON TX 770022551 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 2500 Discovery Green Conservancy 1500 MCKINNEY ST HOUSTON TX 770104011 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 25000 Harris County Hospital District Foundation 4800 FOURNACE PL BELLAIRE TX 774012324 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 25000 Stages Repertory Theatre 800 ROSINE ST HOUSTON TX 770191939 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 50000 St George's School 5430 Hidalgo St Houston TX 77056 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 25000 DePelchin Children's Center 4950 MEMORIAL DR HOUSTON TX 770077440 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 25000 Awty International School 7455 AWTY SCHOOL LN HOUSTON TX 770557222 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 200000 Whitney Museum of American Art 99 Gansevoort Street New York NY 10014 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 15000 The University of Texas MD Anderson Cancer Center 1515 Holcombe Blvd Houston TX 77030 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 50000 University of TX Health Science Center at Houston 7000 Fannin Suite 1706 Houston TX 77030 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 15000 Susan Smith Blackburn Prize PO BOX 22953 HOUSTON TX 772272953 NO RELATIONSHIP PF IN SUPPORT OF THE SUSAN SMITH BLACKBURN PRIZE TO OUTSTANDING INTERNATIONAL WOMEN PLAYWRIGHTS. 20000 PROUNITAS INC 1801 MAIN ST HOUSTON TX 770028120 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 100000 Bloom Academy Inc 3420 ALMEDA GENOA RD HOUSTON TX 770473612 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 150000 A Unlimited Potential 2410 HAMILTON ST HOUSTON TX 770041228 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 150000 Yellowstone Schools 3000 Trulley Street Houston TX 77004 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 250000 YES Prep 5455 SOUTH LOOP EAST FREEWAY HOUSTON TX 77033 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 250000 Houston Classical Inc 6403 ADDICKS CLODINE RD HOUSTON TX 770831201 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 150000 Thrive with Autism 32100 DOBBIN HUFFSMITH RD MAGNOLIA TX 773546389 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 150000 Emerge Fellowship 11251 NORTHWEST FWY STE 330 HOUSTON TX 770926554 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 200000 Small Steps Nurturing Center 2902 JENSEN DR HOUSTON TX 770266020 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 150000 Cristo Rey Jesuit 6700 MOUNT CARMEL ST HOUSTON TX 770876624 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 200000 KIPP Texas Inc 10711 KIPP WAY DR HOUSTON TX 770992675 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 250000 Harbor Christian Academy 623 KRESS ST HOUSTON TX 770204909 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 100000 The Beta Foundation dba Beta Academy 10929 ALMEDA GENOA RD HOUSTON TX 770343617 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 250000 Wonderland Educational Estate Association 5807 CALHOUN RD HOUSTON TX 770213301 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 200000 Etoile Academy Inc 6648 HORNWOOD DR HOUSTON TX 770745010 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 250000 The FORGE for Families 3435 DIXIE DR HOUSTON TX 770211246 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 100000 Princeton University 701 CARNEGIE CENTER SUITE 445 PRINCETON NJ 085406242 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 2000000 Baylor College of Medicine ONE BAYLOR PLZ BCM 200 HOUSTON TX 770303411 NO RELATIONSHIP PC GENERAL CHARITABLE PURPOSES 2000000 9669500 Princeton University 701 Carnegie Center Suite 445 Princeton NJ 085406242 No relationship PC General charitable purposes 8000000 Baylor College of Medicine One Baylor Plz BCM 200 Houston TX 770303411 No relationship PC General Charitable purposes 8000000 16000000 14 26891603 18 18339103 INCOME/LOSS FROM PASS-THROUGH 14 -105015 45125691 45125691 false false false false false false false false false false X X 1 FAYEZ S SAROFIM MANAGEMENT TRUST PO BOX 52830 HOUSTON TX 770522830 19985299 X 2 FAYEZ S SAROFIM MANAGEMENT TRUST PO BOX 52830 HOUSTON TX 770522830 173571373 X X 3 THE SAROFIM FOUNDATION 23-7065248 PO BOX 52830 HOUSTON TX 770522830 7821495 X 2 See Schedule B Attachment 231279731 ACCOUNTING FEES 66420 33210 33210 NONE Pursuant to IRC Sec. 4942(h)(2) and Reg. 53.4942(a)-3(d)(2), the Foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of corpus. SUSAN SMITH BLACKBURN PRIZE PO BOX 22953 HOUSTON TX 772272953 2024-05-16 20000 IN SUPPORT OF THE SUSAN SMITH BLACKBURN PRIZE TO OUTSTANDING INTERNATIONAL WOMEN PLAYWRIGHTS. 20000 NO 02/27/2025 2025-03-19 GRANT FULLY EXPENDED FOR INTENDED PURPOSE. THE FOUNDATION IS SATISFIED WITH THE RESULTS OF THE PROGRAM. JPMORGAN-SEE ATTACHMENT 4 76775001 76775001 JPMORGAN-SEE ATTACHMENT 2 1769448848 1769448848 GOLDMAN SACHS-SEE ATTACHMENT 3 561929275 561929275 19076336 19076336 SAROFIM MULTIFAMILY INCOME FD FMV 10810505 10810505 LEGAL FEES 259573 141403 118170 INVESTMENT EXPENSES 2002791 2002791 INSURANCE 104664 104664 OFFICE SUPPLIES 18960 18960 GENERAL EXPENSES 17537 17537 MEMBERSHIPS,DUES&SUBSCRIPTIONS 10758 10758 CURRENCY EXCHANGE LOSS 1188 1188 RECLAIM WRITE-OFF EXPENSE 1082 1082 BANKING EXPENSE 526 526 INCOME FROM PASS-THROUGH -105015 PARTNERSHIP DISTRIBUTION TIMING DIFF 170264 NET LOSS FROM PASS-THROUGH 105015 CURRENT YEAR UNREALIZED GAIN 396632661 NET ASSETS ACQUIRED IN 507(B)(2) 1941201968 TRANSFER FROM THE SAROFIM FOUNDATION 0 (FEIN: 23-7065248) 0 CONSULTING FEES 182444 2025 180419 PROFESSIONAL FEES 38699 38699 MISCELLANEOUS FEES 80 80 FOREIGN TAX PAID ON DIVIDENDS 1182234 1182234 EXCISE TAXES 2650000