STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

EPISCOPAL HEALTH FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
EPISCOPAL HEALTH FOUNDATION (EIN 46-2599162)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202403199349310475
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T13:50:24-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760269860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blazek & VetterlingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 Weslayan Suite 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462599162EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Episcopal Health FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEPISBusinessNameControlTxt
Phone7132250900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 Fannin Ste 300AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAnn BarnesPersonNm
Person TitlePresident & CEOPersonTitleTxt
Phone7132250900PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKurt CoburnPreparerPersonNm
PTINP01638285PTIN
Phone7134395739PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAnn BarnesPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 Fannin Ste 300AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$29,297,302GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.episcopalhealth.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2013FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTo advance the Kingdom of God with specific focus on human health and well-being, through grants, research and initiatives in support of the mission of the Episcopal Diocese of Texas.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee32TotalEmployeeCnt
Total Volunteers13TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$20,500,000PYContributionsGrantsAmt
CY Contributions Grants$500,000CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$34,269,089PYInvestmentIncomeAmt
CY Investment Income$28,362,518CYInvestmentIncomeAmt
PY Other Revenue$355,467PYOtherRevenueAmt
CY Other Revenue$434,784CYOtherRevenueAmt
PY Total Revenue$55,124,556PYTotalRevenueAmt
CY Total Revenue$29,297,302CYTotalRevenueAmt
PY Grants And Similar Paid$296,193,562PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$36,454,447CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,305,683PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$6,072,401CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$9,885,940PYOtherExpensesAmt
CY Other Expenses$13,504,239CYOtherExpensesAmt
PY Total Expenses$311,385,185PYTotalExpensesAmt
CY Total Expenses$56,031,087CYTotalExpensesAmt
PY Revenues Less Expenses-$256,260,629PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$26,733,785CYRevenuesLessExpensesAmt
Total Assets BOY$1,099,678,117TotalAssetsBOYAmt
Total Assets EOY$1,173,234,386TotalAssetsEOYAmt
Total Liabilities BOY$27,505,572TotalLiabilitiesBOYAmt
Total Liabilities EOY$18,764,977TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,072,172,545NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,154,469,409NetAssetsOrFundBalancesEOYAmt
MissionTo advance the Kingdom of God with specific focus on human health and well-being, through grants, research and initiatives in support of the mission of the Episcopal Diocese of Texas.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$39,934,352ExpenseAmt
Grant$36,454,447GrantAmt
DescEpiscopal Health Foundation works to improve the health of the 15 million people in the 80 counties of the Episcopal Diocese of Texas in furtherance of our mission and charter by making grants to qualified non-profit organizations and governmental entities.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$6,178,604ExpenseAmt
DescEpiscopal Health Foundation works to improve the health of the 15 million people in the 80 counties of the Episcopal Diocese of Texas in furtherance of our mission and charter by conducting research and evaluation.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,241,150ExpenseAmt
DescEpiscopal Health Foundation works to improve the health of the 15 million people in the 80 counties of the Episcopal Diocese of Texas in furtherance of our mission and charter through community and congregational engagement.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$48,354,106TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document39IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee32EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Linda MitchellBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7132250900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 Fannin St Ste 300AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Rt Rev C Andrew Doyle
Chair10.0030.00Yes (X)Yes (X)$0$542,813$174,084
Bill Montgomery
Executive Chair2.000.00Yes (X)Yes (X)$0$0$0
Maria Boyce
Secretary2.000.00Yes (X)Yes (X)$0$0$0
Rev Bill Carroll
Director2.000.00Yes (X)$0$0$0
Scott Caven
Director2.000.00Yes (X)$0$0$0
Catherine Crain
Director2.000.00Yes (X)$0$0$0
Simone Flowers
Director2.000.00Yes (X)$0$0$0
Roland Goertz
Director2.000.00Yes (X)$0$0$0
Dr Michele Lyn
Director2.000.00Yes (X)$0$0$0
Daisy Morales
Director2.000.00Yes (X)$0$0$0
Precious Williams Owodunni
Director2.000.00Yes (X)$0$0$0
Patricia Snyder
Director2.000.00Yes (X)$0$0$0
Rev Catherine Wright
Director2.000.00Yes (X)$0$0$0
Rev Francene Young
Director2.000.00Yes (X)$0$0$0
Ann Barnes
President & CEO40.000.00Yes (X)Yes (X)$585,499$0$74,822
Linda Riley Mitchell
Treasurer & CFO10.0030.00Yes (X)$0$449,384$49,979
David Fisher
Assistant Treasurer10.0030.00Yes (X)$0$205,470$52,227
Shao-Chee Sim
VP Research40.000.00$398,869$0$71,841Yes (X)
Jo Z Carcedo
VP Grants40.000.00$370,643$0$48,366Yes (X)
Susybelle Gosslee
Chief Administrative Officer40.000.00$342,974$0$66,811Yes (X)
Lisa Madry
VP Community Engagement40.000.00$293,607$0$39,585Yes (X)
Robert Sasser
Chief Communications Officer40.000.00$222,239$0$55,945Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,213,831TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,197,667TotReportableCompRltdOrgAmt
Total Other Compensation$633,660TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K19IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Upstream Thinking LLC
5409 Woodrow Ave Unit DAustinTX78756Consulting$679,999
Harvard TH Chan School of Public Healt
677 Huntington AveBostonMA02115Consulting$513,484
UT Health Science Center at Houston
7000 Fannin Ste 1200HoustonTX77030Consulting$329,614
Treaty Oak Strategies
2317 Amur DrAustinTX78745Consulting$325,125
SSRS Inc
155 Gaither Dr Ste AMt LaurelNJ08054Consulting$309,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K14CntrctRcvdGreaterThan100KCnt
All Other Contributions$500,000AllOtherContributionsAmt
Total Contributions$500,000TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,556,652TotalRevenueColumnAmt
Exclusion$7,556,652ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$20,805,866SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$20,805,866SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,805,866TotalRevenueColumnAmt
Exclusion$20,805,866ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescReturned grantsDesc
Business900099BusinessCd
Total Revenue Column$434,784TotalRevenueColumnAmt
Exclusion$434,784ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$434,784OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,297,302TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$28,797,302ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$36,454,447TotalAmt
Program Services$36,454,447ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$660,321TotalAmt
Program Services$528,257ProgramServicesAmt
Management And General$132,064ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$4,267,875TotalAmt
Program Services$3,367,007ProgramServicesAmt
Management And General$900,868ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$378,605TotalAmt
Program Services$298,681ProgramServicesAmt
Management And General$79,924ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$488,574TotalAmt
Program Services$385,882ProgramServicesAmt
Management And General$102,692ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$277,026TotalAmt
Program Services$218,921ProgramServicesAmt
Management And General$58,105ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$22,444TotalAmt
Management And General$22,444ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$43,860TotalAmt
Management And General$43,860ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$210,586TotalAmt
Program Services$210,586ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,262,110TotalAmt
Management And General$4,262,110ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,992,039TotalAmt
Program Services$1,328,944ProgramServicesAmt
Management And General$663,095ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$92,941TotalAmt
Management And General$92,941ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$66,250TotalAmt
Program Services$4,892ProgramServicesAmt
Management And General$61,358ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$250,670TotalAmt
Program Services$197,532ProgramServicesAmt
Management And General$53,138ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$274,483TotalAmt
Program Services$195,942ProgramServicesAmt
Management And General$78,541ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$82,229TotalAmt
Program Services$65,874ProgramServicesAmt
Management And General$16,355ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$158,621TotalAmt
Program Services$101,122ProgramServicesAmt
Management And General$57,499ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$429,698TotalAmt
Program Services$338,609ProgramServicesAmt
Management And General$91,089ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$124,938TotalAmt
Program Services$15,777ProgramServicesAmt
Management And General$109,161ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Research projects$4,526,636$4,526,636
EDOT admin services$774,475$774,475
Prof development, educ.$138,010$114,997$23,013
Membership dues$54,249$54,249

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$56,031,087TotalAmt
Program Services$48,354,106ProgramServicesAmt
Management And General$7,676,981ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$15,771,422BOYAmt
EOY$15,781,113EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$193,967BOYAmt
EOY$137,789EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$220,176BOYAmt
EOY$241,653EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$12,753,966LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,576,607LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,250,466BOYAmt
EOY$7,177,359EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,071,513,496BOYAmt
EOY$1,145,944,335EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$4,728,590BOYAmt
EOY$3,952,137EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,099,678,117BOYAmt
EOY$1,173,234,386EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,398,619BOYAmt
EOY$849,445EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$20,958,603BOYAmt
EOY$17,915,532EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,148,350BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$27,505,572BOYAmt
EOY$18,764,977EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,072,172,545BOYAmt
EOY$1,154,469,409EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,072,172,545BOYAmt
EOY$1,154,469,409EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,099,678,117BOYAmt
EOY$1,173,234,386EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$26,733,785ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$103,882,299NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$5,148,350OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Episcopal Diocese of TexasBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN741143081EIN
Organization Type1OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$55,601,389SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$55,601,389SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePart IV, Section A, Line 6 - Support Provided to OthersFormAndLineReferenceDesc
ExplanationThe Foundation made grants to the organizations listed on Schedule I. Such grants were made in furtherance of the missions of both the Foundation and its supported organization.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,179FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$208,407FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$210,586FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$51,558,391FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$51,768,977FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$3,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$4,500,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus2$21,923CurrentYearMinus2Amt
Current Year Minus1$175,593CurrentYearMinus1Amt
Current Year$210,586CurrentYearAmt
Total$408,102TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$750,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,125,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus2$21,923CurrentYearMinus2Amt
Current Year Minus1$2,076CurrentYearMinus1Amt
Current Year$2,179CurrentYearAmt
Total$26,178TotalAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$750,000OtherCostOrOtherBasisAmt
Book Value$750,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,915,200OtherCostOrOtherBasisAmt
Depreciation$4,740,717DepreciationAmt
Book Value$6,174,483BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$853,442OtherCostOrOtherBasisAmt
Depreciation$653,785DepreciationAmt
Book Value$199,657BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$235,324OtherCostOrOtherBasisAmt
Depreciation$182,105DepreciationAmt
Book Value$53,219BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,177,359TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescEH Investment Fund, LPDesc
Book Value$1,145,944,335BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,145,944,335TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$134,065,841TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$103,882,299NetUnrealizedGainsInvstAmt
Other Revenue$5,148,350OtherRevenueAmt
Revenue Not Reported$109,030,649RevenueNotReportedAmt
Revenue Subtotal$25,035,192RevenueSubtotalAmt
Investment Expenses Not Incld$4,262,110InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$4,262,110RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$29,297,302TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$51,768,977TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$51,768,977ExpensesSubtotalAmt
Investment Expenses Not Incld2$4,262,110InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$4,262,110ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$56,031,087TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart XI, Line 2d - Other Adjustments:FormAndLineReferenceDesc
ExplanationRelease of legal reserve funds 5,148,350.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (129 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
Alliance for African American Health in Central Texas
2112 E 21st StAustinTX78722203820579501(c)(3)$150,000$0Raise Community Voices
American Heart Association Inc
PO Box 840692DallasTX75284135613797501(c)(3)$200,000$0Raise Community Voices
Angelina County & Cities Health District
503 Hill StLufkinTX75904751244376170(c)(1)$175,000$0Support Comprehensive Clinics
Asian American Health Coal of Greater Houston Area (AAHC)
7001 Corporate Ste 120HoustonTX77036311756818501(c)(3)$350,000$0Support Comprehensive Clinics
AVANCE Austin
745 Mansell AveAustinTX78702911916705501(c)(3)$175,000$0Building Brain Development-Community Organizations
Avenue 360 Health & Wellness
2150 West 18th St Ste 300HoustonTX77008760549240501(c)(3)$750,000$0Support Comprehensive Clinics
Bastrop County Cares
806 Water StBastropTX78602473250104501(c)(3)$60,000$0Raise Community Voices
Baylor College of Medicine
One Baylor PlazaHoustonTX77030741613878501(c)(3)$350,000$0Building Brain Development-Providers
Baylor College of Medicine - Teen Health Clinic
Advancement and Alumni Affairs 3200HoustonTX77027741613878501(c)(3)$140,000$0Support Comprehensive ClinicsSouthwest Freeway
Baylor University
1 Bear Place 97042WacoTX76798741159753501(c)(3)$175,000$0Raise Community Voices
Bayside Healthcare Foundation
POBox 398AnahuacTX77514205853573501(c)(3)$200,000$0Support Comprehensive Clinics
Boat People SOS
11360 Bellaire Blvd Ste 910HoustonTX77072454040991501(c)(3)$280,000$0Expand Health Coverage & Benefits
Brazos Valley Community Action Agency
1500 University Dr ECollege StationTX77840741715140501(c)(3)$500,000$0Support Comprehensive Clinics
Bread of Life Inc
2019 Crawford StHoustonTX77002760386510501(c)(3)$136,500$0Expand Health Coverage & Benefits
Casa Marianella
821 Gunter StAustinTX78702742377341501(c)(3)$326,000$0Expand Health Coverage & Benefits
Center for Public Policy Priorities dba Every Texan
7020 Easy Wind Dr Ste 200AustinTX78752742898197501(c)(3)$100,000$0Expand Health Coverage & Benefits
Center for Public Policy Priorities dba Every Texan
7020 Easy Wind Dr Ste 200AustinTX78752742898197501(c)(3)$450,000$0Expand Health Coverage & Benefits
Central Texas Interfaith
1301 S IH 35 Ste 201AustinTX78741742389210501(c)(3)$550,000$0Raise Community Voices
Children at Risk
2900 Weslayan Ste 400HoustonTX77027760360533501(c)(3)$240,625$0Building Brain Development-Community Organizations
Children's Defense Fund
840 First St NE Ste 300WashingtonDC20002520895622501(c)(3)$397,500$0Expand Health Coverage & Benefits
Children's Defense Fund-Texas
316 W 12th St Ste 105AustinTX78701520895622501(c)(3)$203,000$0Raise Community Voices
Communities for Better Health
13201 Northwest Freeway Ste 800HoustonTX77040833457205501(c)(3)$205,000$0Raise Community Voices
Community Doulas of Waco
4300 W Waco Dr 228WacoTX76710833463594501(c)(3)$230,750$0Building Brain Development-Community Organizations
Community Resource Center of Robertson County
1002 W Brown StHearneTX77859352725888501(c)(3)$100,000$0Strengthen Rural Health
CommUnityCare dba Central TX Community Health Centers
2115 Kramer Ste 100AustinTX78758550853118501(c)(3)$388,491$0Work Upstream
Connective
515 Post Oak Blvd Ste 1000HoustonTX77027843567749501(c)(3)$100,000$0Support Change in Healthcare Financing
Council for a Strong America
1025 Connecticut Ave NW Ste 1100WashingtonDC20036133840271501(c)(3)$187,500$0Building Brain Development-Community Organizations
Dell Medical School - UT Austin
1501 Red River StAustinTX78712746000203170(c)(1)$200,000$0Support Change in Healthcare Financing
Dell Medical School - UT Austin
1501 Red River StAustinTX78712746000203170(c)(1)$878,470$0Support Change in Healthcare Financing
East Harris County Empowerment Council
11821 East Freeway Ste 500HoustonTX77029270377576501(c)(3)$250,000$0Raise Community Voices
East Harris County Empowerment Council
11821 East Freeway Ste 500HoustonTX77029270377576501(c)(3)$150,000$0Raise Community Voices
East Texas Food Bank Foundation Inc
3201 Robertson RdTylerTX75701203700295501(c)(3)$250,000$0Expand Health Coverage & Benefits
East Texas Sheltering Arms Coalition
701 South Main StJacksonvilleTX75766814853822501(c)(3)$10,000$0Program Support
Easter Seals of Greater Houston
4888 Loop Central Dr Ste 200HoustonTX77081741238418501(c)(3)$150,000$0Building Brain Development-Community Organizations
Epiphany Community Health Outreach Services (ECHOS)
9894 BissonnetHoustonTX77036760645238501(c)(3)$50,000$0Expand Health Coverage & Benefits
Episcopal Diocese of Texas
1225 Texas StHoustonTX77002741143081501(c)(3)$480,000$0Operating and Program Support
Fayette Community Foundation
PO Box 664La GrangeTX78945742997477501(c)(3)$10,000$0Program Support
Fort Bend Family Health Center dba AccessHealth
400 Austin StRichmondTX77469741951476501(c)(3)$500,000$0Work Upstream
Fort Bend Family Health Center dba AccessHealth
400 Austin StRichmondTX77469741951476501(c)(3)$400,000$0Work Upstream
Foundation Communities
3000 S IH 35 Frontage Rd 300AustinTX78704742563260501(c)(3)$750,000$0Expand Health Coverage & Benefits
Galveston Children's Museum
2618 Broadway StGalvestonTX77550463344556501(c)(3)$187,500$0Building Brain Development-Community Organizations
Go Austin - Vamos Austin
3710 Cedar St Ste 230AustinTX78705830915321501(c)(3)$400,000$0Raise Community Voices
Georgetown Health Foundation
2425 Williams Dr Ste 101GeorgetownTX78628742427148501(c)(3)$250,000$0Strengthen Rural Health
Giving Austin Labor Support (GALS)
PO Box 41074AustinTX78704273448123501(c)(3)$292,500$0Support Change in Healthcare Financing
Great Commission Foundation
1225 Texas AveHoustonTX77002462673721501(c)(3)$514,835$0Program Support
Gulf Coast Leadership Council
4141 Southwest Freeway Ste 675HoustonTX77027741905927501(c)(3)$550,000$0Raise Community Voices
Gulf Coast Leadership Council
4141 Southwest Freeway Ste 675HoustonTX77027741905927501(c)(3)$207,000$0Raise Community Voices
Health Alliance for Austin Musicians
3036 S First StAustinTX78704800147620501(c)(3)$166,157$0Expand Health Coverage & Benefits
Healthcare for the Homeless - Houston
1934 Caroline StHoustonTX77002760647934501(c)(3)$100,000$0Support Comprehensive Clinics
Healthcare for the Homeless - Houston
1934 Caroline StHoustonTX77002760647934501(c)(3)$500,000$0Support Comprehensive Clinics
Healthy Futures of Texas
2300 W Commerce St Ste 212San AntonioTX78207205793076501(c)(3)$100,000$0Raise Community Voices
Healthy Futures of Texas
2300 W Commerce St Ste 212San AntonioTX78207205793076501(c)(3)$850,000$0Support Comprehensive Clinics
Heart of Texas Behavioral Health Network
110 S 12th StWacoTX76703741622958501(c)(3)$750,000$0Support Comprehensive Clinics
Houston Immigration Legal Services Collab
3605 Katy Fwy 100HoustonTX77007300098254501(c)(3)$431,015$0Expand Health Coverage & Benefits
Houston in Action Network
5300 Caroline StHoustonTX77004873022489501(c)(3)$500,000$0Raise Community Voices
Ibn Sina Foundation
11226 S Wilcrest DrHoustonTX77099760698464501(c)(3)$250,000$0Support Comprehensive Clinics
Lone Star Circle of Care
205 East University Ave Ste 200GeorgetownTX78626743001674501(c)(3)$700,000$0Work Upstream
Lone Star Family Health Center
605 S Conroe Medical DrConroeTX77304300038860501(c)(3)$300,000$0Support Comprehensive Clinics
Lone Star Family Health Center
605 S Conroe Medical DrConroeTX77304300038860501(c)(3)$350,000$0Support Comprehensive Clinics
MAM (Memorial Assistance Ministries)
1625 Blalock RdHoustonTX77080760044172501(c)(3)$81,750$0Raise Community Voices
MAM (Memorial Assistance Ministries)
1625 Blalock RdHoustonTX77080760044172501(c)(3)$360,000$0Expand Health Coverage & Benefits
Matagorda Episcopal Health Outreach Program
101 Ave F NorthBay CityTX77414200537948501(c)(3)$350,000$0Support Comprehensive Clinics
Meadows Mental Health Policy Institute
3003 Swiss AveDallasTX75204463992618501(c)(3)$300,000$0Building Brain Development-Community Organizations
Meadows Mental Health Policy Institute
3003 Swiss AveDallasTX75204463992618501(c)(3)$400,000$0Support Change in Healthcare Financing
Mental Health America of Greater Houston
2211 Norfolk St Ste 810HoustonTX77098741272394501(c)(3)$450,000$0Support Comprehensive Clinics
Mi Familia Vota Education Fund
7500 Bellaire Blvd Ste 762HoustonTX77036200182824501(c)(3)$125,000$0Raise Community Voices
Montrose Counseling Center dba The Montrose Center
401 Branard St 2nd FlHoustonTX77006742050245501(c)(3)$300,000$0Support Comprehensive Clinics
Mosaic Counseling Centers of East Texas (formerly SCCET)
100 E Ferguson Ste 602TylerTX75702452047833501(c)(3)$250,000$0Strengthen Rural Health
Mosaic Counseling Centers of East Texas (formerly SCCET)
100 E Ferguson Ste 602TylerTX75702452047833501(c)(3)$400,000$0Strengthen Rural Health
National Alliance on Mental Illness-TX (NAMI)
PO Box 300817AustinTX78703742380175501(c)(3)$50,000$0Raise Community Voices
Neighborhood Recovery CDC
5445 Almeda Rd Ste 505HoustonTX77004760377117501(c)(3)$160,000$0Raise Community Voices
Palacios Community Hub
PO Box 385PalaciosTX77465464903441501(c)(3)$150,000$0Strengthen Rural Health
Parents as Teachers National Center
6 Cityplace Dr Ste 100Creve CoeurMO63146431569124501(c)(3)$220,000$0Building Brain Development-Community Organizations
Partners in Parenting
PO Box 49877AustinTX78765300809437501(c)(3)$187,500$0Building Brain Development-Community Organizations
People's Community Clinic
1101 Camino La CostaAustinTX78752237087608501(c)(3)$405,000$0Building Brain Development-Providers
People's Community Clinic
1101 Camino La CostaAustinTX78752237087608501(c)(3)$500,000$0Support Comprehensive Clinics
People's Community Clinic
1101 Camino La CostaAustinTX78752237087608501(c)(3)$450,000$0Work Upstream
Planned Parenthood Gulf Coast Inc
4600 Gulf FreewayHoustonTX77023741100163501(c)(3)$600,000$0Support Comprehensive Clinics
Planned Parenthood of Greater Texas
7424 Greenville Ave Ste 206DallasTX75231521243220501(c)(3)$915,000$0Support Comprehensive Clinics
PUSH Birth Partners
1322 Space Park Dr C146HoustonTX77058850924351501(c)(3)$100,000$0Support Comprehensive Clinics
Rice University
6100 Main St MS-40 Ste 120LHoustonTX77005741109620501(c)(3)$184,625$0Building Brain Development-Community Organizations
Rice University
6100 Main St MS-40 Ste 120LHoustonTX77005741109620501(c)(3)$10,000$0Program Support
Sabine Valley Regional MHMR Center dba Community Healthcore
107 Woodbine PlaceLongviewTX75601751724017501(c)(3)$400,000$0Raise Community Voices
Saint Louise House
PO Box 150637AustinTX78715742968167501(c)(3)$41,688$0Expand Health Coverage & Benefits
Save the Children Federation
501 Kings Highway E Ste 400FairfieldCT06825060726487501(c)(3)$121,180$0Building Brain Development-Community Organizations
SEARCH Homeless Services
2015 Congress StHoustonTX77002760260403501(c)(3)$451,835$0Expand Health Coverage & Benefits
Smith County Champions for Children
4883 Hightech DrTylerTX75703752669405501(c)(3)$185,000$0Building Brain Development-Community Organizations
Special Health Resources for Texas
PO Box 2709LongviewTX75606752405203501(c)(3)$250,703$0Support Comprehensive Clinics
Special Health Resources for Texas
PO Box 2709LongviewTX75606752405203501(c)(3)$187,000$0Work Upstream
Spring Branch Community Health Center
800 West Sam Houston Pkwy S 200HoustonTX77042300198705501(c)(3)$120,000$0Support Comprehensive Clinics
St Paul Children's Foundation
1350 E Richards StTylerTX75702752687636501(c)(3)$247,750$0Support Comprehensive Clinics
Stephen F Austin Community Health Network
2552 E Broadway Ste 102PearlandTX77581412273820501(c)(3)$500,000$0Support Comprehensive Clinics
Stephen F Austin Community Health Network
2552 E Broadway Ste 102PearlandTX77581412273820501(c)(3)$75,000$0Support Comprehensive Clinics
Sunrise Homeless Navigation Center
4430 Manchaca RdAustinTX78745311249618501(c)(3)$150,000$0Expand Health Coverage & Benefits
Sustainable Food Center Inc
2921 E 17th St Bldg CAustinTX78702742441468501(c)(3)$200,000$0Raise Community Voices
Tejas Health Care
753 E Travis StLa GrangeTX78945753260266501(c)(3)$700,000$0Support Comprehensive Clinics
Texas 2036
3889 Maple Ave Ste 210DallasTX75219813063099501(c)(3)$100,000$0Support Change in Healthcare Financing
Texas Children's Hospital
1919 S Braeswood Blvd 5214HoustonTX77030741100555501(c)(3)$550,000$0Support Comprehensive Clinics
Texas Network of Youth Services
PO Box 26855AustinTX78755751791374501(c)(3)$150,000$0Raise Community Voices
Texas Organizing Project Education Fund
PO Box 120296San AntonioTX78212271481855501(c)(3)$350,000$0Raise Community Voices
Texas Pediatric Society
401 W 15th St Ste 682AustinTX78701751499413501(c)(3)$180,000$0Building Brain Development-Community Organizations
The Beacon of Downtown Houston
1117 Texas AveHoustonTX77002710933434501(c)(3)$54,938$0Expand Health Coverage & Benefits
The Center for the Study of Social Policy
1575 Eye St NW Ste 500WashingtonDC20005521254948501(c)(3)$10,000$0Program Support
The Council on Recovery
PO Box 2768HoustonTX77252741173235501(c)(3)$10,000$0Program Support
The Georgetown Project
PO Box 957GeorgetownTX78627742807713501(c)(3)$125,000$0Building Brain Development-Community Organizations
The Greater Taylor Foundation
309 N Main StTaylorTX76574873682838501(c)(3)$6,500$0Program Support
The Rose
12700 N Featherwood Dr 260HoustonTX77034760193812501(c)(3)$475,000$0Support Comprehensive Clinics
The TX Int'l Institute of Health Professions
8121 Broadway St Ste 103HoustonTX77061461267820501(c)(3)$125,000$0Support Comprehensive Clinics
The University of Texas at Austin
110 Inner Campus DrAustinTX78705746000203170(c)(1)$150,000$0Building Brain Development-Providers
The University of Texas Health Science Center at Houston
7000 Fannin Ste 1200HoustonTX77030741761309170(c)(1)$360,000$0Support Change in Healthcare Financing
The University of Texas Health Science Center at Houston
7000 Fannin Ste 1200HoustonTX77030741761309170(c)(1)$300,000$0Building Brain Development-Providers
The University of Texas Health Science Center at Houston
7000 Fannin Ste 1200HoustonTX77030741761309170(c)(1)$363,000$0Building Brain Development-Providers
The University of Texas Health Science Center at Houston
7000 Fannin Ste 1200HoustonTX77030741761309170(c)(1)$455,000$0Support Comprehensive Clinics
The Women's Home
607 Westheimer RdHoustonTX77006741467811501(c)(3)$350,000$0Support Comprehensive Clinics
Third Ward Community Fund Management Corp
PO Box 8098HoustonTX77288760516601501(c)(3)$300,000$0Raise Community Voices
Todos Juntos Learning Center
PO Box 41213 4229AustinTX78704463028927501(c)(3)$100,000$0Building Brain Development-Community Organizations
Trinity Memorial Hospital District
315 N Prospect DrTrinityTX75862760077632501(c)(3)$73,075$0Strengthen Rural Health
UHPhealth Inc
110 Rockleigh PlHoustonTX77017611757254501(c)(3)$199,118$0Strengthen Rural Health
United Way for Greater Austin
5930 Middle Fiskville RdAustinTX78752741193439501(c)(3)$250,000$0Raise Community Voices
United Way for Greater Austin
5930 Middle Fiskville RdAustinTX78752741193439501(c)(3)$200,027$0Support Change in Healthcare Financing
United Way of Brazoria County
4005 Technology Rd Ste 1020AngletonTX77515741362982501(c)(3)$65,000$0Raise Community Voices
United Way of Waco-McLennan County
PO Box 7634WacoTX76714741189027501(c)(3)$150,000$0Raise Community Voices
Waco Family Medicine
1600 Providence DrWacoTX76707742867580501(c)(3)$150,000$0Building Brain Development-Providers
Waco Family Medicine
1600 Providence DrWacoTX76707742867580501(c)(3)$351,600$0Support Comprehensive Clinics
Waco Family Medicine
1600 Providence DrWacoTX76707742867580501(c)(3)$360,000$0Work Upstream
Waco Foundation
1224 Austin Ave Ste 100WacoTX76701746054628501(c)(3)$22,000$0Strengthen Rural Health
Waco Foundation
1224 Austin Ave Ste 100WacoTX76701746054628501(c)(3)$125,000$0Raise Community Voices
World Hunger Relief Institute
356 Spring Lake RdWacoTX76705741880456501(c)(3)$300,000$0Raise Community Voices
Young Invincibles
401 Branard St Ste 115HoustonTX77006462214021501(c)(3)$400,000$0Raise Community Voices
FieldValueIRS element (for citing)
Total501c3 Org109Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationThe Foundation asks grant recipients to measure their success in attaining program goals. The purpose of asking for an evaluation plan in the application phase is to 1) encourage potential grantees to incorporate evaluation into their planning process from the inception of the program, and 2) to enable outcome measurement during and at the end of the grant period. The evaluation plan also sets the report criteria for the six-month and annual progress reports. The evaluation plan/report components include an outcomes statement (who or what is expected to change as a result of the grant), measurable goals for the project, activities to achieve the goals, information needed, methods to be used to gather the information and who will be responsible for gathering it. The six-month and annual progress reports accurately describe the progress towards the goals listed on the evaluation plan submitted with the original application and include an explanation of any variances from the goals or expected progress.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Rt Rev C Andrew Doyle
Chair$0$542,813$0$0$0$0$0$124,665$0$49,419$0$716,897$0$0
Ann Barnes
President & CEO$585,499$0$0$0$0$0$52,695$0$22,127$0$660,321$0$0$0
Linda Riley Mitchell
Treasurer & CFO$0$449,384$0$0$0$0$0$36,948$0$13,031$0$499,363$0$0
Shao-Chee Sim
VP Research$398,869$0$0$0$0$0$35,898$0$35,943$0$470,710$0$0$0
Jo Z Carcedo
VP Grants$370,643$0$0$0$0$0$33,358$0$15,008$0$419,009$0$0$0
Susybelle Gosslee
Chief Administrative Officer$342,974$0$0$0$0$0$30,868$0$35,943$0$409,785$0$0$0
Lisa Madry
VP Community Engagement$116,587$0$0$0$177,020$0$26,425$0$13,160$0$333,192$0$0$0
Robert Sasser
Chief Communications Officer$222,239$0$0$0$0$0$20,002$0$35,943$0$278,184$0$0$0
David Fisher
Assistant Treasurer$0$205,470$0$0$0$0$0$18,492$0$33,735$0$257,697$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 4aFormAndLineReferenceDesc
ExplanationLisa Madry's taxable compensation includes $177,020 of severance pay.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 1aEpiscopal Health Foundation (EHF) has an Executive Committee that includes the Board Chair (who serves as Executive Committee Chair), the Executive Chair, and four other members of the Board appointed by the Chair of the Board. The Committee may meet at stated times or by notice. During intervals between meetings of the Board of Directors, the Executive Committee has and may exercise the powers of the Board of Directors in the management of the business and affairs of EHF.
Form 990, Part VI, Section A, line 2Bishop Andrew Doyle, David Fisher and Linda Mitchell are employed by the Episcopal Diocese of Texas in senior positions.
Form 990, Part VI, Section A, line 6The Episcopal Diocese of Texas is the sole member of EHF. The authority of the Diocese is vested in the Bishop, the Council of the Diocese, and a standing committee.
Form 990, Part VI, Section A, line 7aEHF's sole member has the right to elect or remove directors of EHF.
Form 990, Part VI, Section A, line 7bEHF's sole member must approve the following: 1. Amendments to the certificate of formation and bylaws; 2. The merger of EHF with any other organization or entity; 3. The conversion of EHF; 4. The sale, transfer, assignment, or disposition of substantially all of EHF's assets; and 5. The dissolution, winding up, and termination of EHF.
Form 990, Part VI, Section B, line 11bEHF's President/CEO presents the draft 990 to the Board prior to filing with IRS.
Form 990, Part VI, Section B, line 12cEach director, officer, and member of a committee is required to annually sign a statement which affirms that such person has received a copy of the COI policy, has read and understands the policy, and agrees to comply with the policy (including the requirement to disclose any potential conflicts).
Form 990, Part VI, Section B, line 15An independent consultant was retained to evaluate compensation for the President/CEO. The Compensation Committee meets to discuss the CEO's compensation which is ultimately approved by the Board of Directors. The independent consultant was also retained to evaluate compensation for senior management. The Compensation Committee meets to discuss the results of the four leadership team members. Staff compensation is determined by the CEO.
Form 990, Part VI, Section C, line 19Available on EHF website and upon request at the front desk office of EHF.
Form 990, Part XI, line 9:Release of legal reserve funds 5,148,350.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Episcopal Diocese of TexasBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11225 Texas AvenueAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd
FieldValueIRS element (for citing)
EIN741143081EIN
Primary ActivitiesChurchPrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity StatusLine 1PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1EH Investment Fund LPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1One Maritime Plaza 6th FloorAddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
EIN383930311EIN
Primary ActivitiesInvestmentPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Episcopal Health FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeExcludedPredominantIncomeTypeTxt
Share Of Total Income$21,477,132ShareOfTotalIncomeAmt
Share Of EOY Assets$965,382,785ShareOfEOYAssetsAmt
Disproportionate Allocations0DisproportionateAllocationsInd
UBI Code V-$92,221UBICodeVAmt
General Or Managing Partner0GeneralOrManagingPartnerInd
Ownership0.68840OwnershipPct
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1EH Investment Fund LPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeSTransactionTypeTxt
Involved$53,000,000InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part II - Related Tax-Exempt OrganizationsFormAndLineReferenceDesc
ExplanationThere are 241 brother-sister organizations controlled by the Episcopal Diocese of Texas which have not been reported on this schedule.ExplanationTxt