THE POWELL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE POWELL FOUNDATION (EIN 74-6104592)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-03-14
- IRS object ID
- 202310739349100411
- Schema version
- 2022v4.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-14T07:14:47-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-03-14 | 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 | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $372,755,906 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $470,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $41,001 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41,001 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,486,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,486,330 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,542,903 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $93,976,405 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,542,903 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,540,234 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,070,234 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $82,068 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,246 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $76,822 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $704,427 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $35,221 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $669,206 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $242,075 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,404 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $233,016 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $23,823 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,166 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $794,922 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $694,524 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $84,594 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $585,401 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $110,181 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $105,062 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,253 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $99,938 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $65,523 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,101 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $61,590 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,243 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,493 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $42,310 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,660,144 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $881,723 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,290,942 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,984,422 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,614,422 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,644,566 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $881,723 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,905,364 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,895,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,188,511 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,002,815 | CashBOYAmt |
| Cash EOY | $780,477 | CashEOYAmt |
| Cash EOYFMV | $780,477 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,183,419 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,142,613 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,142,613 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $34,372 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $36,525 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $36,525 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $3,942,419 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,065,226 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,065,226 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $440,429,859 | CorporateStockBOYAmt |
| Corporate Stock EOY | $345,928,792 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $345,928,792 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,152,688 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,332,273 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $20,332,273 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $470,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $470,000 | LandEOYAmt |
| Land EOYFMV | $470,000 | LandEOYFMVAmt |
| Total Assets BOY | $469,745,572 | TotalAssetsBOYAmt |
| Total Assets EOY | $372,755,906 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $372,755,906 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $38,346 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $46,470 | AccountsPayableEOYAmt |
| Grants Payable BOY | $750,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,120,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $788,346 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,166,470 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $468,957,226 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $371,589,436 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $468,957,226 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $371,589,436 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $469,745,572 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $372,755,906 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $468,957,226 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,895,668 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,338,270 | OtherIncreasesAmt |
| Subtotal | $485,191,164 | SubtotalAmt |
| Other Decreases | $113,601,728 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $371,589,436 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly traded securities | PropertyDesc |
| Gross Sales Price | $93,976,405 | GrossSalesPriceAmt |
| Cost Or Other Basis | $65,433,502 | CostOrOtherBasisAmt |
| Gain Or Loss | $28,542,903 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $28,542,903 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,542,903 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $475,220 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $475,220 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $475,220 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $453,000 | 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 | $453,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $22,220 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 | $82,068 | $3,283 | $0 |
| Harvin C Moore IV | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | Treasurer/Director | 2.00 | $0 | $0 | $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 |
| 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 |
| Molly N Kidd | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | Director | 1.00 | $0 | $0 | $0 |
| Tom 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 | $208,221 | $38,396 | $0 |
| Anne Kuo Phan | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | Controller | 40.00 | $112,079 | $19,105 | $0 |
| Nicole Moore-Kriel | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | Program Officer | 40.00 | $85,795 | $33,562 | $0 |
| Angel Harvey King | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | Program Officer | 40.00 | $84,607 | $32,181 | $0 |
| Kate A Shannon | ||||||||
| 2001 Kirby Drive 1011 | Houston | TX | 77019 | Sr. Manager Grants A | 40.00 | $67,042 | $34,873 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | 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 | $694,524 | 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 | $24,633 | 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 | $389,623,009 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,296,125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $392,919,134 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $392,919,134 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,893,787 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $387,025,347 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,351,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,351,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $475,220 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $475,220 | TotalTaxAmt |
| Distributable Before Adj | $18,876,047 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $97,472 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,973,519 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,973,519 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,905,364 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $20,905,364 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,973,519 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,472,002 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,905,364 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,472,002 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $433,362 | 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 | $18,540,157 | 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 | 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. The Powell Foundation does not make grants to individuals, endowments or endowment campaigns, scholarship funds, other private foundations, fundraising or marketing events, debt retirement or to cover past operating deficits, candidates for political office or to influence specific legislation, or organizations for realizing religious or doctrinal purpose. 2022 Giving: Education $11.7M (63%) and Supportive Communities: the Arts $2.2M (12%), Conservation $2M (11%), and Human Services $2.5M (13%). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (288 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Collaborative for Children | |||||||
| 1111 North Loop West Suite 600 | Houston | TX | 77008 | N/A | PC | Early Childhood Development and Education: Quality early learning centers and providers | $1,016,916 |
| AVANCE Inc | |||||||
| 824 Broadway | San Antonio | TX | 78216 | N/A | PC | Early Childhood Development and Education: Parent, family, and caregiver support | $974,456 |
| UTeach Institute co University of Texas Foundation | |||||||
| 9011 Mountain Ridge Dr Suite 150 | Austin | TX | 78759 | N/A | PC | Quality K-12 Public Schools: Excellent educator initiatives | $802,166 |
| Austin Parks Foundation | |||||||
| PO Box 6160 | Austin | TX | 78762 | N/A | PC | Conservation: Community access to parks and urban greenspaces | $503,085 |
| Hill Country Conservancy | |||||||
| PO Box 163125 | Austin | TX | 78716 | N/A | PC | Conservation: Environmental protection efforts | $491,527 |
| Center for Transforming Alternative Preparation Pathways | |||||||
| 1601 Botham Jean Blvd | Dallas | TX | 75215 | N/A | PC | Quality K-12 Public Schools: Excellent educator initiatives | $400,000 |
| Good Reason Houston Inc | |||||||
| 8 Greenway Plaza Suite 900 | Houston | TX | 77046 | N/A | PC | Quality K-12 Public Schools: Quality schools and innovative school models | $400,000 |
| HAY Center Foundation | |||||||
| 1216 W Clay Street | Houston | TX | 77019 | N/A | PC | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $300,000 |
| Texas Children's Hospital | |||||||
| 1919 S Braeswood Blvd Ste 5214 | Houston | TX | 77030 | N/A | PC | Early Childhood Development and Education: Parent, family, and caregiver support | $300,000 |
| Meadows Mental Health Policy Institute | |||||||
| 2800 Swiss Ave | Dallas | TX | 75204 | N/A | PC | Early Childhood Development and Education: Parent, family, and caregiver support | $251,238 |
| Meadows Mental Health Policy Institute | |||||||
| 2800 Swiss Ave | Dallas | TX | 75204 | N/A | PC | Human Services: Emotional well-being supports | $251,237 |
| EMERGE Fellowship | |||||||
| 11251 Northwest Freeway Suite 330 | Houston | TX | 77092 | N/A | PC | Postsecondary Pathways: Postsecondary readiness initiatives | $250,000 |
| Huntsville Public Library Friends Inc | |||||||
| 1219 13th Street | Huntsville | TX | 77340 | N/A | PC | Quality K-12 Public Schools: Student supports | $210,000 |
| Greater Houston Community Foundation | |||||||
| 515 Post Oak Blvd Suite 1000 | Houston | TX | 77027 | N/A | PC | Quality K-12 Public Schools: Quality schools and innovative school models | $200,000 |
| ProUnitas | |||||||
| 2007 Commerce St | Houston | TX | 77002 | N/A | PC | Quality K-12 Public Schools: Student supports | $200,000 |
| TEACH | |||||||
| 252 Alvarado Road | Berkeley | CA | 94705 | N/A | PC | Quality K-12 Public Schools: Excellent educator initiatives | $200,000 |
| Rice University Texas Policy Lab | |||||||
| William Marsh Rice University | Houston | TX | 77251 | N/A | PC | Early Childhood Development and Education: Data, research, and policy initiatives | $200,000 |
| Literacy First co The University of Texas at Austin | |||||||
| PO Box 7458 | Austin | TX | 78713 | N/A | GOV | Quality K-12 Public Schools: Student supports | $200,000 |
| Sam Houston State University | |||||||
| 2424 Sam Houston Avenue Box 2448 | Huntsville | TX | 77341 | N/A | GOV | Quality K-12 Public Schools: Excellent educator initiatives | $200,000 |
| Educate Texas at Communities Foundation of Texas | |||||||
| 5500 Caruth Haven Ln | Dallas | TX | 75225 | N/A | PC | Cradle-to-Career Education System: Data, research, and advocacy efforts | $200,000 |
| SEARCH Homeless Services | |||||||
| 2015 Congress Ave | Houston | TX | 77002 | N/A | PC | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $200,000 |
| Texas 2036 | |||||||
| 3963 Maple Ave Suite 290 | Dallas | TX | 75219 | N/A | PC | Cradle-to-Career Education System: Data, research, and advocacy efforts | $200,000 |
| BridgeYear | |||||||
| 3414 Eastside Street | Houston | TX | 77098 | N/A | PC | Postsecondary Pathways: Postsecondary access, success, and completion initiatives | $200,000 |
| AVANCE - Austin | |||||||
| PO Box 19105 | Austin | TX | 78760 | N/A | PC | Early Childhood Development and Education: Parent, family, and caregiver support | $200,000 |
| Summer House Institute co Echoing Green | |||||||
| 1531 N 7th St Unit 3 | Philadelphia | PA | 19122 | N/A | PC | Quality K-12 Public Schools: Excellent educator initiatives | $150,000 |
| E3 Alliance | |||||||
| 5930 Middle Fiskville Rd | Austin | TX | 78752 | N/A | PC | Quality K-12 Public Schools: Student supports | $150,000 |
| The Beacon | |||||||
| 1117 Texas Ave | Houston | TX | 77002 | N/A | PC | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $150,000 |
| United Way for Greater Austin | |||||||
| 2000 East MLK Jr Blvd | Austin | TX | 78702 | N/A | PC | Early Childhood Development and Education: Quality early learning centers and providers | $150,000 |
| First3Years | |||||||
| 15851 Dallas Parkway Ste 106 | Addison | TX | 75001 | N/A | PC | Early Childhood Development and Education: Parent, family, and caregiver support | $150,000 |
| Texans Care for Children | |||||||
| 1016 La Posada Drive Suite 240 | Austin | TX | 78752 | N/A | PC | Early Childhood Development and Education: Data, research, and policy initiatives | $150,000 |
| Communities In Schools of Houston Inc | |||||||
| 1235 N Loop West Ste 300 | Houston | TX | 77008 | N/A | PC | Quality K-12 Public Schools: Student supports | $150,000 |
| American Festival for the Arts | |||||||
| 1718A Lubbock St | Houston | TX | 77007 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $150,000 |
| Arts Connect Houston | |||||||
| 5280 Caroline St Ste 100 | Houston | TX | 77004 | N/A | SO I | Arts: Educational programming and initiatives for children and youth | $150,000 |
| Complete College America Inc | |||||||
| 350 Massachusetts Avenue Ste 300 | Indianapolis | IN | 46204 | N/A | PC | Postsecondary Pathways: Data, research, and policy initiatives | $125,000 |
| Writers in the Schools | |||||||
| 1523 West Main St | Houston | TX | 77006 | N/A | PC | Quality K-12 Public Schools: Excellent educator initiatives | $125,000 |
| AVANCE-Houston Inc | |||||||
| 4281 Dacoma St | Houston | TX | 77092 | N/A | PC | Early Childhood Development and Education: Parent, family, and caregiver support | $125,000 |
| KIPP Texas Inc | |||||||
| PO Box 676765 | Dallas | TX | 75267 | N/A | PC | Early Childhood Development and Education: Quality early learning centers and providers | $100,000 |
| TEACH To Educate All Children | |||||||
| 2900 Weslayan Suite 375 | Houston | TX | 77027 | N/A | PC | Quality K-12 Public Schools: Excellent educator initiatives | $100,000 |
| Miller Theatre Advisory Board Inc | |||||||
| PO Box 66267 | Houston | TX | 772666267 | N/A | PC | Arts: Community and public acccess to arts and culture | $100,000 |
| The Woods Project | |||||||
| 2700 Southwest Frwy | Houston | TX | 77098 | N/A | PC | Postsecondary Pathways: Postsecondary readiness initiatives | $100,000 |
| Teach Plus Inc | |||||||
| One Beacon Street 15th Floor | Boston | MA | 02108 | N/A | PC | Quality K-12 Public Schools: Excellent educator initiatives | $100,000 |
| CollegeSpring | |||||||
| 1990 N California Blvd Ste 20 | Walnut Creek | CA | 94596 | N/A | PC | Postsecondary Pathways: Postsecondary access, success, and completion initiatives | $100,000 |
| Genesys Works - Houston | |||||||
| 3100 Main Street Suite 702 | Houston | TX | 77002 | N/A | PC | Postsecondary Pathways: Postsecondary readiness initiatives | $100,000 |
| Waterloo Greenway Conservancy | |||||||
| 1111 Red River St | Austin | TX | 78701 | N/A | PC | Conservation: Community access to parks and urban greenspaces | $100,000 |
| Relay Graduate School of Education | |||||||
| 25 Broadway 3rd Floor | New York | NY | 10004 | N/A | PC | Quality K-12 Public Schools: Excellent educator initiatives | $100,000 |
| ROCO | |||||||
| 1934 West Gray 311 | Houston | TX | 77019 | N/A | PC | Arts: Community and public acccess to arts and culture | $100,000 |
| Target Hunger | |||||||
| 1260 Shotwell Street | Houston | TX | 77020 | N/A | PC | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $100,000 |
| OneGoal | |||||||
| PO Box 734137 | Chicago | IL | 60673 | N/A | PC | Postsecondary Pathways: Postsecondary access, success, and completion initiatives | $100,000 |
| Planned Parenthood Gulf Coast Inc | |||||||
| 4600 Gulf Freeway | Houston | TX | 77023 | N/A | PC | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $100,000 |
| Rice University School Literacy & Culture | |||||||
| PO Box 1892 MS-550 | Houston | TX | 77251 | N/A | PC | Early Childhood Development and Education: Effective early childhood teachers | $100,000 |
| Contemporary Austin Museum Inc | |||||||
| 3809 35th street | Austin | TX | 78703 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $100,000 |
| Mental Health America of Greater Houston | |||||||
| 2211 Norfolk St Ste 810 | Houston | TX | 77098 | N/A | PC | Human Services: Emotional well-being supports | $100,000 |
| Houston Arboretum & Nature Center | |||||||
| 4501 Woodway Drive | Houston | TX | 77024 | N/A | PC | Conservation: Educational programming and initiatives for children and youth | $100,000 |
| Neuhaus Education Center | |||||||
| 4433 Bissonnet Street | Bellaire | TX | 77401 | N/A | PC | Quality K-12 Public Schools: Excellent educator initiatives | $100,000 |
| LifeWorks | |||||||
| 3700 South 1st Street | Austin | TX | 78704 | N/A | PC | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $100,000 |
| Children's Museum Houston | |||||||
| 1500 Binz St | Houston | TX | 77004 | N/A | PC | Early Childhood Development and Education: Parent, family, and caregiver support | $100,000 |
| Thinkery | |||||||
| 1830 Simond Ave | Austin | TX | 78723 | N/A | PC | Early Childhood Development and Education: Effective early childhood teachers | $100,000 |
| Foundation Communities Inc | |||||||
| 3000 S IH 35 Ste 300 | Austin | TX | 78704 | N/A | PC | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $100,000 |
| Austin Ed Fund | |||||||
| 4000 S IH-35 | Austin | TX | 78704 | N/A | PC | Postsecondary Pathways: Postsecondary readiness initiatives | $100,000 |
| Creative Action | |||||||
| 1023 Springdale Rd Bldg 3 | Austin | TX | 78721 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $100,000 |
| Austin Theatre Alliance | |||||||
| PO Box 1566 | Austin | TX | 78767 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $100,000 |
| Breakthrough Central Texas | |||||||
| 1050 East 11th St Ste 350 | Austin | TX | 78702 | N/A | PC | Postsecondary Pathways: Postsecondary access, success, and completion initiatives | $100,000 |
| Menil Foundation Inc | |||||||
| 1511 Branard Street | Houston | TX | 77006 | N/A | PC | Arts: Community and public acccess to arts and culture | $100,000 |
| Ballet Austin Incorporated | |||||||
| 501 W 3rd Street | Austin | TX | 78701 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $100,000 |
| Young Audiences Inc of Houston | |||||||
| 675 Bering Dr Ste 300 | Houston | TX | 77057 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $100,000 |
| Educate Texas at Communities Foundation of Texas | |||||||
| 5500 Caruth Haven Ln | Dallas | TX | 75225 | N/A | PC | Cradle-to-Career Education System: Data, research, and advocacy efforts | $100,000 |
| Memorial Assistance Ministries Inc | |||||||
| 1625 Blalock Road | Houston | TX | 77080 | N/A | PC | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $100,000 |
| FotoFest Inc | |||||||
| 2000 Edwards St Bldg C Ste 2 | Houston | TX | 77007 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $100,000 |
| Buffalo Bayou Partnership | |||||||
| 1019 Commerce Street | Houston | TX | 77002 | N/A | PC | Conservation: Community access to parks and urban greenspaces | $100,000 |
| reMIND | |||||||
| 515 Post Oak Blvd Ste 650 | Houston | TX | 77027 | N/A | PC | Human Services: Emotional well-being supports | $100,000 |
| Da Camera of Houston | |||||||
| 1402 Sul Ross St | Houston | TX | 77006 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $100,000 |
| Boys & Girls Clubs of Greater Houston | |||||||
| P O Box 676465 | Dallas | TX | 75267 | N/A | PC | Quality K-12 Public Schools: Mentoring initiatives and out-of-school-time programming | $100,000 |
| DePelchin Children's Center | |||||||
| 4950 Memorial Dr | Houston | TX | 77007 | N/A | PC | Human Services: Emotional well-being supports | $100,000 |
| Kids' Meals Inc | |||||||
| 330 Garden Oaks Blvd | Houston | TX | 77018 | N/A | PC | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $100,000 |
| Project Row Houses | |||||||
| 2521 Holman | Houston | TX | 77004 | N/A | PC | Arts: Community and public acccess to arts and culture | $100,000 |
| YES Prep Public Schools Inc | |||||||
| 5455 South Loop East | Houston | TX | 77033 | N/A | PC | Quality K-12 Public Schools: Quality schools and innovative school models | $100,000 |
| Breakthrough Houston | |||||||
| 2401 Claremont Ln | Houston | TX | 77019 | N/A | PC | Postsecondary Pathways: Postsecondary access, success, and completion initiatives | $100,000 |
| Meadows Mental Health Policy Institute | |||||||
| 2800 Swiss Ave | Dallas | TX | 75204 | N/A | PC | Early Childhood Development and Education: Parent, family, and caregiver support | $97,472 |
| DiscoverU | |||||||
| 7676 Hillmont Ste 239 | Houston | TX | 77040 | N/A | PC | Postsecondary Pathways: Postsecondary readiness initiatives | $80,000 |
| National Wildlife Federation | |||||||
| 505 East Huntland Dr Ste 485 | Austin | TX | 78752 | N/A | PC | Conservation: Educational programming and initiatives for children and youth | $80,000 |
| Camp Allen | |||||||
| 18800 FM 362 | Navasota | TX | 77868 | N/A | PC | Conservation: Educational programming and initiatives for children and youth | $80,000 |
| Boys & Girls Club of Walker County | |||||||
| PO Box 8600 | Huntsville | TX | 77340 | N/A | PC | Quality K-12 Public Schools: Mentoring initiatives and out-of-school-time programming | $75,000 |
| Environmental Defense Fund Incorporated | |||||||
| 257 Park Ave S | New York | NY | 10010 | N/A | PC | Conservation: Environmental protection efforts | $75,000 |
| MINDPOP | |||||||
| 7112 Burnet Rd Unit B | Austin | TX | 78757 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $75,000 |
| Easter Seals of Greater Houston Inc | |||||||
| 4888 Loop Central Dr Ste 200 | Houston | TX | 77081 | N/A | PC | Early Childhood Development and Education: Parent, family, and caregiver support | $75,000 |
| Communities In Schools of Central Texas | |||||||
| 3000 South I-35 Suite 200 | Austin | TX | 78704 | N/A | PC | Quality K-12 Public Schools: Student supports | $75,000 |
| University of Houston - College of Education | |||||||
| 5000 Gulf Freeway Bldg 1 Room 240 | Houston | TX | 77204 | N/A | GOV | Quality K-12 Public Schools: Excellent educator initiatives | $75,000 |
| The Urban Enrichment Institute | |||||||
| 4014 Market St Suite W145 | Houston | TX | 77020 | N/A | PC | Postsecondary Pathways: Postsecondary access, success, and completion initiatives | $75,000 |
| Austin Partners In Education | |||||||
| PO Box 6118 | Austin | TX | 78762 | N/A | PC | Postsecondary Pathways: Postsecondary readiness initiatives | $60,000 |
| HYPE Freedom School Inc | |||||||
| 1801 Brighton Brook Lane | Pearland | TX | 77581 | N/A | PC | Quality K-12 Public Schools: Student supports | $60,000 |
| Houston Youth Symphony | |||||||
| 4550 Post Oak Place Drive Suite 245 | Houston | TX | 77027 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $60,000 |
| Jack S Blanton Museum of Art co University of Texas Foundation | |||||||
| 9011 Mountain Ridge Dr Suite 150 | Austin | TX | 78759 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $60,000 |
| SER-Jobs for Progress of the Texas Gulf Coast Inc | |||||||
| 1710 Telephone Road | Houston | TX | 77023 | N/A | PC | Postsecondary Pathways: Postsecondary readiness initiatives | $60,000 |
| PAIR Partnership for the Advancement & Immersion of Refugees | |||||||
| 3300 Chimney Rock Rd Ste 105 | Houston | TX | 77056 | N/A | PC | Postsecondary Pathways: Postsecondary readiness initiatives | $60,000 |
| Houston Met Dance | |||||||
| PO Box 980457 | Houston | TX | 77098 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $60,000 |
| Asia Society Texas Center | |||||||
| 1370 Southmore Boulevard | Houston | TX | 77004 | 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 |
| Teach For America - Austin | |||||||
| PO Box 398516 | San Francisco | CA | 94139 | N/A | PC | Quality K-12 Public Schools: Excellent educator initiatives | $50,000 |
| Teach For America - Houston | |||||||
| 2 Greenway Plaza Suite 500 | Houston | TX | 77046 | N/A | PC | Quality K-12 Public Schools: Excellent educator initiatives | $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 |
| Families Empowered | |||||||
| 2050 North Loop W Suite 230 | Houston | TX | 77018 | N/A | PC | Quality K-12 Public Schools: Quality schools and innovative school models | $50,000 |
| Basics Houston co Houston Health Foundation | |||||||
| PO Box 20272 | Houston | TX | 77225 | N/A | PC | Early Childhood Development and Education: Parent, family, and caregiver support | $50,000 |
| Texas Partnership for Out of School Time | |||||||
| 8509 FM 969 Building 509 | Austin | TX | 78724 | N/A | PC | Quality K-12 Public Schools: Mentoring initiatives and out-of-school-time programming | $50,000 |
| Urban Roots | |||||||
| PO Box 17932 | Austin | TX | 78760 | N/A | PC | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $50,000 |
| FuelEd Schools Inc | |||||||
| 4201 Main St Ste 200-165 | Houston | TX | 77002 | N/A | PC | Quality K-12 Public Schools: Excellent educator initiatives | $50,000 |
| Shoal Creek Conservancy | |||||||
| PO Box 11520 | Austin | TX | 78711 | N/A | PC | Conservation: Environmental protection efforts | $50,000 |
| iEducate USA | |||||||
| 4903 Mayfair Street | Bellaire | TX | 77401 | N/A | PC | Quality K-12 Public Schools: Student supports | $50,000 |
| Eight Million Stories Inc | |||||||
| PO Box 10557 | Houston | TX | 77206 | N/A | PC | Postsecondary Pathways: Postsecondary readiness initiatives | $50,000 |
| Emancipation Park Conservancy | |||||||
| 3018 Emancipation Ave | Houston | TX | 77019 | N/A | PC | Conservation: Community access to parks and urban greenspaces | $50,000 |
| The Education Trust | |||||||
| 1501 K St NW Suite 200 | Washington | DC | 20005 | N/A | PC | Quality K-12 Public Schools: Excellent educator initiatives | $50,000 |
| Houston Museum of Natural Science | |||||||
| 5555 Hermann Park Dr | Houston | TX | 77030 | N/A | PC | Quality K-12 Public Schools: Student supports | $50,000 |
| Museum of Fine Arts Houston Bayou Bend Collection and Gardens | |||||||
| Bayou Bend PO Box 6826 | Houston | TX | 77265 | N/A | PC | Arts: Community and public acccess to arts and culture | $50,000 |
| Museum of Fine Arts Houston Glassell School of Art | |||||||
| PO Box 6826 | Houston | TX | 77265 | N/A | PC | Arts: Community and public acccess to arts and culture | $50,000 |
| Wesley Community Center | |||||||
| 1410 Lee Street | Houston | TX | 77009 | N/A | PC | Early Childhood Development and Education: Quality early learning centers and providers | $50,000 |
| Alley Theatre | |||||||
| 615 Texas Ave | Houston | TX | 77002 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $50,000 |
| Family Houston | |||||||
| PO Box 70068 | Houston | TX | 77270 | N/A | PC | Human Services: Emotional well-being supports | $50,000 |
| Houston Symphony | |||||||
| 615 Louisiana St Ste 102 | 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 |
| Interfaith Ministries for Greater Houston | |||||||
| 33033 Main Street | Houston | TX | 77002 | N/A | PC | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $50,000 |
| The Houston Zoo | |||||||
| 1513 Cambridge St | Houston | TX | 77030 | N/A | PC | Conservation: Educational programming and initiatives for children and youth | $50,000 |
| Houston Public Library Foundation Inc | |||||||
| 550 McKinney St | Houston | TX | 77002 | N/A | PC | Quality K-12 Public Schools: Mentoring initiatives and out-of-school-time programming | $50,000 |
| Houston Area Women's Center | |||||||
| 1010 Waugh | Houston | TX | 77019 | N/A | PC | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $50,000 |
| Main Street Theater Houston | |||||||
| 2540 Times Blvd | Houston | TX | 77005 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $50,000 |
| Trinity River Food Bank | |||||||
| 535 Portwall Street | Houston | TX | 77029 | N/A | PC | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $50,000 |
| The SAFE Alliance | |||||||
| PO Box 19454 | Austin | TX | 78760 | N/A | PC | Human Services: Emotional well-being supports | $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 |
| Austin Parks and Recreation Department co Austin Parks Foundation | |||||||
| PO Box 6160 | Austin | TX | 78762 | N/A | PC | Conservation: Environmental protection efforts | $50,000 |
| Any Baby Can Inc | |||||||
| 6207 Sheridan Avenue | Austin | TX | 78723 | N/A | PC | Early Childhood Development and Education: Parent, family, and caregiver support | $50,000 |
| Girls Empowerment Network | |||||||
| P O 3122 | Austin | TX | 78764 | N/A | PC | Human Services: Emotional well-being supports | $50,000 |
| Mobile Loaves & Fishes Inc | |||||||
| 9301 Hog Eye Rd Suite 950 | Austin | TX | 78724 | N/A | PC | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $50,000 |
| Houston Grand Opera Association Inc | |||||||
| 510 Preston Street | Houston | TX | 77002 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $50,000 |
| Travis Audubon Society | |||||||
| PO Box 301629 | Austin | TX | 78703 | N/A | PC | Conservation: Educational programming and initiatives for children and youth | $50,000 |
| Boys & Girls Clubs of the Austin Area | |||||||
| 6648 Ed Bluestien Blvd | Austin | TX | 78723 | N/A | PC | Quality K-12 Public Schools: Mentoring initiatives and out-of-school-time programming | $50,000 |
| SPARK | |||||||
| PO Box 1562 | Houston | TX | 77251 | N/A | PC | Conservation: Community access to parks and urban greenspaces | $50,000 |
| Texas Tech Foundation Inc | |||||||
| Box 41081 | Lubbock | TX | 79409 | N/A | PC | Quality K-12 Public Schools: Excellent educator initiatives | $50,000 |
| Chinese Community Center Inc | |||||||
| 9800 Town Park Dr | Houston | TX | 77036 | N/A | PC | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $50,000 |
| Coalition for the Homeless of HoustonHarris County | |||||||
| 2000 Crawford Street Suite 700 | Houston | TX | 77002 | N/A | PC | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $50,000 |
| Coastal Prairie Conservancy | |||||||
| 5615 Kirby Drive Suite 867 | Houston | TX | 77005 | N/A | PC | Conservation: Environmental protection efforts | $50,000 |
| Bayou Land Conservancy | |||||||
| 10330 Lake Road Building J | Houston | TX | 77070 | N/A | PC | Conservation: Community access to parks and urban greenspaces | $50,000 |
| University of Houston Downtown | |||||||
| One Main Street | Houston | TX | 77002 | N/A | GOV | Postsecondary Pathways: Postsecondary readiness initiatives | $50,000 |
| Friends of the Children - Austin | |||||||
| 1023 Springdale Road 13C | Austin | TX | 78721 | N/A | PC | Postsecondary Pathways: Postsecondary readiness initiatives | $50,000 |
| ChildBuilders | |||||||
| 11152 Westheiner Road 794 | Houston | TX | 77042 | N/A | PC | Human Services: Emotional well-being supports | $40,000 |
| LIFE Houston | |||||||
| 2002 S Wayside Drive | Houston | TX | 77023 | N/A | PC | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $40,000 |
| Empower Schools Inc | |||||||
| 9 Menlo St | Brighton | MA | 02135 | N/A | PC | Quality K-12 Public Schools: Quality schools and innovative school models | $30,000 |
| Explore Austin | |||||||
| 1111 W 24th St Ste 201 | Austin | TX | 78705 | N/A | PC | Postsecondary Pathways: Postsecondary readiness initiatives | $30,000 |
| Con Mi Madre | |||||||
| 1825 Fortview Rd Suite 114 | Austin | TX | 78704 | N/A | PC | Postsecondary Pathways: Postsecondary access, success, and completion initiatives | $30,000 |
| College Forward | |||||||
| PO Box 142308 | Austin | TX | 78714 | N/A | PC | Postsecondary Pathways: Postsecondary access, success, and completion initiatives | $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 |
| Open Dance Project | |||||||
| 747 N Shepherd Drive Suite 100 | Houston | TX | 77007 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $30,000 |
| Art League Houston | |||||||
| 1953 Montrose Blvd | Houston | TX | 77006 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $30,000 |
| The Neill-Cochran House Museum | |||||||
| 2310 San Gabriel Street | Austin | TX | 78705 | N/A | PC | Arts: Community and public acccess to arts and culture | $30,000 |
| Big Brothers Big Sisters of Central Texas | |||||||
| PO Box 4555 | Austin | TX | 78757 | N/A | PC | Postsecondary Pathways: Postsecondary readiness initiatives | $30,000 |
| Center for Women & Their Work | |||||||
| 1311 E Cesar Chavez | Austin | TX | 78702 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $30,000 |
| Seedling Foundation | |||||||
| 8001 Centre Park Dr Ste 140 | Austin | TX | 78754 | N/A | PC | Quality K-12 Public Schools: Mentoring initiatives and out-of-school-time programming | $30,000 |
| Performing Arts Houston | |||||||
| 615 Louisiana Street Suite 100 | Houston | TX | 77002 | N/A | PC | Arts: Community and public acccess to arts and culture | $30,000 |
| Big Brothers Big Sisters Lone Star | |||||||
| 1003 Washington Ave | Houston | TX | 77002 | N/A | PC | Postsecondary Pathways: Postsecondary readiness initiatives | $30,000 |
| Holocaust Museum Houston | |||||||
| 5401 Caroline Street | Houston | TX | 77479 | N/A | PC | Quality K-12 Public Schools: Student supports | $30,000 |
| Urban Harvest Inc | |||||||
| 3302 Canal St | Houston | TX | 77003 | N/A | PC | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $30,000 |
| Bridges To Life | |||||||
| PO Box 570895 | Houston | TX | 77257 | N/A | PC | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $30,000 |
| Jeremiah Program Austin | |||||||
| 1200 Paul Teresa Saldana St | Austin | TX | 78702 | N/A | PC | Early Childhood Development and Education: Quality early learning centers and providers | $25,000 |
| Beta Academy | |||||||
| 10929 Almeda-Genoa Road | Houston | TX | 77034 | N/A | PC | Quality K-12 Public Schools: Excellent educator initiatives | $25,000 |
| Westcave Outdoor Discovery Center | |||||||
| 24814 Hamilton Pool Road | Round Mountain | TX | 78663 | N/A | PC | Conservation: Educational programming and initiatives for children and youth | $25,000 |
| Austin Public Library Friends Foundation | |||||||
| PO Box 13201 | Austin | TX | 78711 | N/A | PC | Quality K-12 Public Schools: Student supports | $25,000 |
| Sam Houston State University | |||||||
| 2424 Sam Houston Avenue Box 2448 | Huntsville | TX | 77341 | N/A | GOV | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $25,000 |
| Latinos for Education | |||||||
| PO Box 27 | Belmont | MA | 02478 | N/A | PC | Quality K-12 Public Schools: Excellent educator initiatives | $25,000 |
| Reve Preparatory Inc | |||||||
| PO Box 450165 | Houston | TX | 77245 | N/A | PC | Quality K-12 Public Schools: Quality schools and innovative school models | $25,000 |
| 350ORG | |||||||
| PO Box 843004 | Boston | MA | 02284 | N/A | PC | Designated Grant: General operating and support | $5,000 |
| ACLU Foundation of Texas | |||||||
| PO Box 8306 | Houston | TX | 77288 | N/A | PC | Designated Grant: General operating and support | $15,000 |
| Asheville School Inc | |||||||
| 360 Asheville School Rd | Asheville | NC | 28806 | N/A | PC | Designated Grant: General operating and support | $5,000 |
| Austin Ed Fund | |||||||
| 4000 S IH-35 | Austin | TX | 78704 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| Barton Springs Conservancy | |||||||
| 2100 Stamford Lane | Austin | TX | 78703 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| Boy Scouts of America - Circle Ten Council | |||||||
| 8605 Harry Hines Blvd | Dallas | TX | 75235 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| 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 Rd | Hockley | TX | 77447 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| Breakthrough Houston | |||||||
| 2401 Claremont Ln | Houston | TX | 77019 | N/A | PC | Designated Grant: General operating and support | $1,000 |
| Camp Allen | |||||||
| 18800 FM 362 | Navasota | TX | 77868 | N/A | PC | Designated Grant: General operating and support | $25,000 |
| Camp Allen | |||||||
| 18800 FM 362 | Navasota | TX | 77868 | N/A | PC | Designated Grant: General operating and support | $22,500 |
| Camp Allen | |||||||
| 18800 FM 362 | Navasota | TX | 77868 | N/A | PC | Designated Grant: General operating and support | $15,000 |
| Camp Allen | |||||||
| 18800 FM 362 | Navasota | TX | 77868 | N/A | PC | Designated Grant: General operating and support | $15,000 |
| CareerSpring Foundation | |||||||
| 5311 Valerie Street | Bellaire | TX | 77401 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| Center for Reproductive Rights Inc | |||||||
| 199 Water St 22nd Fl | New York | NY | 10038 | N/A | PC | Designated Grant: General operating and support | $6,500 |
| Center for Reproductive Rights Inc | |||||||
| 199 Water St 22nd Fl | New York | NY | 10038 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| Center for Women & Their Work | |||||||
| 1311 E Cesar Chavez | Austin | TX | 78702 | N/A | PC | Designated Grant: General operating and support | $2,250 |
| Centre College | |||||||
| 600 West Walnut Street | Danville | KY | 40422 | N/A | PC | Designated Grant: General operating and support | $2,260 |
| Children's Museum Houston | |||||||
| 1500 Binz St | Houston | TX | 77004 | N/A | PC | Designated Grant: General operating and support | $15,000 |
| Children's Museum Houston | |||||||
| 1500 Binz St | Houston | TX | 77004 | N/A | PC | Designated Grant: General operating and support | $2,350 |
| Children's Museum Houston | |||||||
| 1500 Binz St | Houston | TX | 77004 | N/A | PC | Designated Grant: General operating and support | $1,750 |
| Children's Museum Houston | |||||||
| 1500 Binz St | Houston | TX | 77004 | N/A | PC | Designated Grant: General operating and support | $7,500 |
| The Neill-Cochran House Museum | |||||||
| 2310 San Gabriel Street | Austin | TX | 78705 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| The Neill-Cochran House Museum | |||||||
| 2310 San Gabriel Street | Austin | TX | 78705 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| The Neill-Cochran House Museum | |||||||
| 2310 San Gabriel Street | Austin | TX | 78705 | N/A | PC | Designated Grant: General operating and support | $2,500 |
| The Neill-Cochran House Museum | |||||||
| 2310 San Gabriel Street | Austin | TX | 78705 | N/A | PC | Designated Grant: General operating and support | $500 |
| Community Foundation of Acadiana (CFA) | |||||||
| 1035 Camellia Blvd Suite 100 | LAFAYETTE | LA | 70508 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| Community Foundation of Acadiana (CFA) | |||||||
| 1035 Camellia Blvd Suite 100 | LAFAYETTE | LA | 70508 | N/A | PC | Designated Grant: General operating and support | $3,778 |
| Creative Action | |||||||
| 1023 Springdale Rd Bldg 3 | Austin | TX | 78721 | N/A | PC | Designated Grant: General operating and support | $15,000 |
| Creative Action | |||||||
| 1023 Springdale Rd Bldg 3 | Austin | TX | 78721 | N/A | PC | Designated Grant: General operating and support | $2,700 |
| Crime Stoppers of Houston | |||||||
| PO Box 541654 | Houston | TX | 77254 | N/A | PC | Designated Grant: General operating and support | $5,000 |
| Dartmouth College | |||||||
| 6066 Development Office | Hanover | NH | 03755 | N/A | PC | Designated Grant: General operating and support | $5,000 |
| Dartmouth College | |||||||
| 6066 Development Office | Hanover | NH | 03755 | N/A | PC | Designated Grant: General operating and support | $5,000 |
| Dartmouth College | |||||||
| 6066 Development Office | Hanover | NH | 03755 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| Dartmouth College | |||||||
| 6066 Development Office | Hanover | NH | 03755 | N/A | PC | Designated Grant: General operating and support | $32,995 |
| Emergency Aid Coalition | |||||||
| 5401 Fannin | Houston | TX | 77004 | N/A | PC | Designated Grant: General operating and support | $5,000 |
| Episcopal High School | |||||||
| 4650 Bissonnet | Houston | TX | 77401 | N/A | PC | Designated Grant: General operating and support | $5,000 |
| Equal Justice Initiative | |||||||
| 122 Commerce Street | Montgomery | AL | 36104 | N/A | PC | Designated Grant: General operating and support | $5,000 |
| Ex-Students' Assn Univ Texas | |||||||
| PO Box 142309 | Austin | TX | 78714 | N/A | PC | Designated Grant: General operating and support | $1,250 |
| Foothills Land Conservancy | |||||||
| 3402 Andy Harris Road | Rockford | TN | 37853 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| Friends of the Brentwood Library Inc | |||||||
| 8109 Concord Road | Brentwood | TN | 37027 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| Harmony House | |||||||
| 602 Girard Street | Houston | TX | 77007 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| Houston Aphasia Recovery Center | |||||||
| 5005 Woodway Drive Suite 110 | Houston | TX | 77056 | N/A | PC | Designated Grant: General operating and support | $500 |
| Houston Area Women's Center | |||||||
| 1010 Waugh | Houston | TX | 77019 | N/A | PC | Designated Grant: General operating and support | $5,000 |
| Houston Audubon Society | |||||||
| 440 Wilchester Blvd | Houston | TX | 77079 | N/A | PC | Designated Grant: General operating and support | $500 |
| Houston Ballet Foundation | |||||||
| 601 Preston St | Houston | TX | 77002 | N/A | PC | Designated Grant: General operating and support | $15,000 |
| Houston Food Bank | |||||||
| 535 Portwall Street | Houston | TX | 77029 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| Houston Golf Association | |||||||
| 7000 Capitol Street | Houston | TX | 77011 | N/A | PC | Designated Grant: General operating and support | $5,000 |
| Houston Livestock Show and Rodeo | |||||||
| 3 NRG Park | Houston | TX | 77054 | N/A | PC | Designated Grant: General operating and support | $8,900 |
| Houston Symphony | |||||||
| 615 Louisiana St Ste 102 | Houston | TX | 77002 | N/A | PC | Designated Grant: General operating and support | $2,000 |
| Howard University | |||||||
| 1851 9th ST NW Second Floor | Washington | DC | 20001 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| Jesuit Rangerettes | |||||||
| 12345 Inwood Rd | Dallas | TX | 75244 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| Keep Knoxville Beautiful | |||||||
| PO Box 385 | Knoxville | TN | 37901 | N/A | PC | Designated Grant: General operating and support | $15,000 |
| Lakeshore Park Conservancy | |||||||
| PO Box 10244 | Knoxville | TN | 37939 | N/A | PC | Designated Grant: General operating and support | $20,000 |
| Lyndon Baines Johnson Foundation | |||||||
| 2313 Red River Street | Austin | TX | 78705 | N/A | PC | Designated Grant: General operating and support | $1,000 |
| Manned Space Flight Education Foundation | |||||||
| 1601 NASA Parkway | Houston | TX | 77058 | N/A | PC | Designated Grant: General operating and support | $5,000 |
| MD Anderson Cancer Center | |||||||
| 6900 Fannin Street Suite 6000 | Houston | TX | 77030 | N/A | PC | Designated Grant: General operating and support | $5,000 |
| MINDPOP | |||||||
| 7112 Burnet Rd Unit B | Austin | TX | 78757 | N/A | PC | Designated Grant: General operating and support | $30,000 |
| Museum of Fine Arts Houston Bayou Bend Collection and Gardens | |||||||
| Bayou Bend 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 | $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 | $15,000 |
| National Women's Law Center | |||||||
| PO Box 200871 | Pittsburgh | PA | 15251 | N/A | PC | Designated Grant: General operating and support | $6,500 |
| Neuhaus Education Center | |||||||
| 4433 Bissonnet Street | Bellaire | TX | 77401 | N/A | PC | Designated Grant: General operating and support | $500 |
| Northwest Assistance Ministries | |||||||
| 15555 Kuykendahl Road | Houston | TX | 77090 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| Northwestern University | |||||||
| 1201 Davis Street | Evanston | IL | 60208 | N/A | PC | Designated Grant: General operating and support | $5,000 |
| One Simple Wish | |||||||
| 1977 N Olden Ave 292 | Trenton | NJ | 08618 | N/A | PC | Designated Grant: General operating and support | $20,000 |
| Planned Parenthood Gulf Coast Inc | |||||||
| 4600 Gulf Freeway | Houston | TX | 77023 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| Planned Parenthood Gulf Coast Inc | |||||||
| 4600 Gulf Freeway | Houston | TX | 77023 | N/A | PC | Designated Grant: General operating and support | $5,000 |
| Randolph College | |||||||
| PO Box 3215 | Lynchburg | VA | 24503 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| Randolph College | |||||||
| PO Box 3215 | Lynchburg | VA | 24503 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| reMIND | |||||||
| 515 Post Oak Blvd Ste 650 | Houston | TX | 77027 | 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 |
| The Salvation Army | |||||||
| 1500 Austin Street | Houston | TX | 77002 | N/A | PC | Designated Grant: General operating and support | $35,000 |
| Sam Houston State University | |||||||
| 2424 Sam Houston Avenue Box 2448 | Huntsville | TX | 77341 | N/A | GOV | Designated Grant: General operating and support | $7,532 |
| 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 | $5,000 |
| School Year Abroad Inc | |||||||
| 120 Water St Suite 310 | North Andover | MA | 01845 | N/A | PC | Designated Grant: General operating and support | $7,500 |
| Sea Shepherd Conservation Society | |||||||
| PO Box 8628 | Alexandria | VA | 22306 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| St John's School | |||||||
| 2401 Claremont Lane | Houston | TX | 77019 | N/A | PC | Designated Grant: General operating and support | $2,000 |
| St John's School | |||||||
| 2401 Claremont Lane | Houston | TX | 77019 | N/A | PC | Designated Grant: General operating and support | $15,000 |
| St Mark's Episcopal Church of Houston | |||||||
| 3816 Bellaire Blvd | Houston | TX | 77025 | N/A | PC | Designated Grant: General operating and support | $6,000 |
| Stages Inc | |||||||
| 800 Rosine St | Houston | TX | 77019 | N/A | PC | Designated Grant: General operating and support | $500 |
| Stanford University | |||||||
| 326 Galvez Street | Stanford | CA | 94305 | N/A | PC | Designated Grant: General operating and support | $2,500 |
| Star of Hope Mission | |||||||
| 4848 Loop Central Dr Suite 500 | Houston | TX | 77081 | N/A | PC | Designated Grant: General operating and support | $5,000 |
| Support Organization for Trisomy 1813 - S O F T Inc | |||||||
| 2982 South Union St | Rochester | NY | 14624 | N/A | PC | Designated Grant: General operating and support | $5,000 |
| Target Hunger | |||||||
| 1260 Shotwell Street | Houston | TX | 77020 | N/A | PC | Designated Grant: General operating and support | $20,000 |
| Team Rubicon | |||||||
| 5230 Pacific Concourse Dr 200 | Los Angeles | CA | 90045 | N/A | PC | Designated Grant: General operating and support | $1,000 |
| Texas Land Conservancy | |||||||
| PO Box 162481 | Austin | TX | 78716 | N/A | PC | Designated Grant: General operating and support | $15,000 |
| Texas State University Development Foundation | |||||||
| 601 University Drive JCK 960 | San Marcos | TX | 78666 | N/A | PC | Designated Grant: General operating and support | $40,000 |
| Texas Tribune Inc | |||||||
| 919 Congress Avenue 6th Floor | Austin | TX | 78701 | N/A | PC | Designated Grant: General operating and support | $11,514 |
| The Awty International School | |||||||
| 7455 Awty School Lane | Houston | TX | 77055 | N/A | PC | Designated Grant: General operating and support | $2,000 |
| The Blue Bird Circle | |||||||
| PO Box 66027 | Houston | TX | 77266 | N/A | PC | Designated Grant: General operating and support | $3,000 |
| The Community Foundation of the Texas Hill Country Inc | |||||||
| 241 Earl Garrett Street | Kerrville | TX | 78028 | N/A | PC | Designated Grant: General operating and support | $12,500 |
| The First Tee of Greater Houston | |||||||
| 7000 Capitol Street | Houston | TX | 77011 | N/A | PC | Designated Grant: General operating and support | $1,000 |
| The Houston Zoo | |||||||
| 1513 Cambridge St | Houston | TX | 77030 | N/A | PC | Designated Grant: General operating and support | $5,000 |
| The Lilith Fund | |||||||
| PO Box 684949 | Austin | TX | 78768 | N/A | PC | Designated Grant: General operating and support | $5,000 |
| The Lilith Fund | |||||||
| PO Box 684949 | Austin | TX | 78768 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| The Lilith Fund | |||||||
| PO Box 684949 | Austin | TX | 78768 | N/A | PC | Designated Grant: General operating and support | $15,000 |
| Transgender Law Center | |||||||
| PO Box 741803 | Los Angeles | CA | 90074 | 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 | $3,098 |
| University of Arizona Foundation | |||||||
| 1111 North Cherry Avenue | Tucson | AZ | 85721 | N/A | PC | Designated Grant: General operating and support | $15,000 |
| University of Arizona Foundation | |||||||
| 1111 North Cherry Avenue | Tucson | AZ | 85721 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| University of Arizona Foundation | |||||||
| 1111 North Cherry Avenue | Tucson | AZ | 85721 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| University of North Carolina at Wilmington | |||||||
| 601 South College Rd | Wilmington | NC | 28403 | N/A | GOV | Designated Grant: General operating and support | $15,000 |
| University of Puget Sound | |||||||
| 1500 N Warner St | Tacoma | WA | 98416 | N/A | PC | Designated Grant: General operating and support | $1,000 |
| The University of Texas at Austin Cockrell School of EngLBJ SoPA | |||||||
| PO Box 7458 | Austin | TX | 78713 | N/A | GOV | Designated Grant: General operating and support | $3,905 |
| The University of Texas at Austin McCombs School of Business | |||||||
| 2110 Speedway Stop B6600 | Austin | TX | 78712 | 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 | $5,000 |
| Washington and Lee University | |||||||
| 204 W Washington Street | Lexington | VA | 24450 | N/A | PC | Designated Grant: General operating and support | $2,500 |
| Waterfront Botanical Gardens Inc | |||||||
| PO Box 5056 | Louisville | KY | 40255 | N/A | PC | Designated Grant: General operating and support | $1,000 |
| Waterloo Greenway Conservancy | |||||||
| 1111 Red River St | Austin | TX | 78701 | N/A | PC | Designated Grant: General operating and support | $25,000 |
| Waterloo Greenway Conservancy | |||||||
| 1111 Red River St | Austin | TX | 78701 | N/A | PC | Designated Grant: General operating and support | $22,500 |
| Waterloo Greenway Conservancy | |||||||
| 1111 Red River St | Austin | TX | 78701 | N/A | PC | Designated Grant: General operating and support | $2,500 |
| Waterloo Greenway Conservancy | |||||||
| 1111 Red River St | Austin | TX | 78701 | N/A | PC | Designated Grant: General operating and support | $22,843 |
| Wikimedia Foundation | |||||||
| PO Box 98204 | Washington | DC | 20090 | N/A | PC | Designated Grant: General operating and support | $5,000 |
| Wonderland Inc | |||||||
| 5807 Calhoun Road | Houston | TX | 77021 | N/A | PC | Designated Grant: General operating and support | $10,000 |
| Wubu Foundation for Deaf Children Development International Inc | |||||||
| 1113 East Nutmeg Place | Middletown | DE | 19709 | N/A | PC | Designated Grant: General operating and support | $5,000 |
| Grantmakers for Education | |||||||
| 400 SE 103rd Drive 33348 | Portland | OR | 97216 | N/A | PC | Other: General operating, support, programs, and initiatives | $4,200 |
| National Center for Family Philanthropy Inc | |||||||
| 1667 K Street NW Suite 550 | Washington | DC | 20006 | N/A | PC | Other: General operating, support, programs, and initiatives | $5,000 |
| Philanthropy Southwest | |||||||
| 1910 Pacific Avenue Ste 13500 | Dallas | TX | 75201 | N/A | PC | Other: General operating, support, programs, and initiatives | $5,500 |
| reMIND | |||||||
| 515 Post Oak Blvd Ste 650 | Houston | TX | 77027 | 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 | $19,614,422 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TEACH | |||||||
| 252 Alvarado Road | Berkeley | CA | 94705 | N/A | PC | Quality K-12 Public Schools: Excellent educator initiatives | $200,000 |
| United Way for Greater Austin | |||||||
| 2000 East MLK Jr Blvd | Austin | TX | 78702 | N/A | PC | Early Childhood Development and Education: Quality early learning centers and providers | $150,000 |
| Texans Care for Children | |||||||
| 1016 La Posada Drive Suite 240 | Austin | TX | 78752 | N/A | PC | Early Childhood Development and Education: Data, research, and policy initiatives | $150,000 |
| Complete College America Inc | |||||||
| 350 Massachusetts Avenue Ste 300 | Indianapolis | IN | 46204 | N/A | PC | Postsecondary Pathways: Data, research, and policy initiatives | $125,000 |
| Easter Seals of Greater Houston Inc | |||||||
| 4888 Loop Central Dr Ste 200 | Houston | TX | 77081 | N/A | PC | Early Childhood Development and Education: Parent, family, and caregiver support | $75,000 |
| Eight Million Stories Inc | |||||||
| PO Box 10557 | Houston | TX | 77206 | N/A | PC | Postsecondary Pathways: Postsecondary readiness initiatives | $50,000 |
| Interfaith Ministries for Greater Houston | |||||||
| 33033 Main Street | Houston | TX | 77002 | N/A | PC | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $50,000 |
| Any Baby Can Inc | |||||||
| 6207 Sheridan Avenue | Austin | TX | 78723 | N/A | PC | Early Childhood Development and Education: Parent, family, and caregiver support | $50,000 |
| LIFE Houston | |||||||
| 2002 S Wayside Drive | Houston | TX | 77023 | N/A | PC | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $40,000 |
| Explore Austin | |||||||
| 1111 W 24th St Ste 201 | Austin | TX | 78705 | N/A | PC | Postsecondary Pathways: Postsecondary readiness initiatives | $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 |
| Open Dance Project | |||||||
| 747 N Shepherd Drive Suite 100 | Houston | TX | 77007 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $30,000 |
| Center for Women & Their Work | |||||||
| 1311 E Cesar Chavez | Austin | TX | 78702 | N/A | PC | Arts: Educational programming and initiatives for children and youth | $30,000 |
| Performing Arts Houston | |||||||
| 615 Louisiana Street Suite 100 | Houston | TX | 77002 | N/A | PC | Arts: Community and public acccess to arts and culture | $30,000 |
| Holocaust Museum Houston | |||||||
| 5401 Caroline Street | Houston | TX | 77479 | N/A | PC | Quality K-12 Public Schools: Student supports | $30,000 |
| Jeremiah Program Austin | |||||||
| 1200 Paul Teresa Saldana St Austin | Austin | TX | 78702 | N/A | PC | Early Childhood Development and Education: Quality early learning centers and providers | $25,000 |
| Sam Houston State University | |||||||
| 2424 Sam Houston Avenue Box 2448 | Huntsville | TX | 77341 | N/A | GOV | Human Services: Food/housing insecurity or other stablization and empowerment efforts | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,120,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,001 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,486,330 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,542,903 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,070,234 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,070,234 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Montwalk Holdings Ltd | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1331 Lamar Suite 1256 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $470,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Real estate - The Gibbs-Powell House Museum | NoncashPropertyDesc |
| Fair Market Value | $470,000 | FairMarketValueAmt |
| Received | 2022-12-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax compliance | CategoryTxt |
| Amt | $6,600 | Amt |
| Net Investment Income | $3,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (19 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,500,000 Adobe 2.30% 02/01/30 | $1,279,005 | $1,279,005 |
| 1,000,000 Amazon.com, Inc. 3.60% 04/13/32 | $915,130 | $915,130 |
| 1,500,000 Bank Of America Corp 3.50% 04/19/26 | $1,431,510 | $1,431,510 |
| 500,000 Enterprise Products Operating LLC 3.95% 02/15/27 | $479,545 | $479,545 |
| 1,500,000 Goldman Sachs 3.75% 05/22/25 | $1,450,740 | $1,450,740 |
| 1,500,000 Home Depot 2.95% 06/15/29 | $1,357,005 | $1,357,005 |
| 1,500,000 JPMorgan Chase & Co 2.95% 10/01/26 | $1,398,945 | $1,398,945 |
| 1,500,000 Mastercard Inc 3.35% 03/26/30 | $1,375,305 | $1,375,305 |
| 1,500,000 McDonald's Corp 3.50% 03/01/27 | $1,428,090 | $1,428,090 |
| 1,500,000 Morgan Stanley 3.625% 01/20/27 | $1,414,530 | $1,414,530 |
| 1,000,000 PepsiCo 2.625% 07/29/29 | $881,930 | $881,930 |
| 500,000 Philip Morris Intl 2.75% 02/25/26 | $468,345 | $468,345 |
| 1,000,000 Philip Morris Intl 3.375% 08/15/29 | $900,450 | $900,450 |
| 400,000 State Street Corp 2.65% 05/19/26 | $375,836 | $375,836 |
| 600,000 State Street Corp 3.10% 05/15/23 | $595,992 | $595,992 |
| 500,000 PepsiCo, Inc. 2.375% 10/06/26 | $465,175 | $465,175 |
| 1,500,000 Verizon Comm 4.125% 03/16/27 | $1,460,910 | $1,460,910 |
| 1,500,000 Visa Inc 2.05% 04/15/30 | $1,267,500 | $1,267,500 |
| 1,500,000 Wells Fargo &Co 3.% 10/23/26 | $1,386,330 | $1,386,330 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 72,440 Abbott Laboratories | $7,953,187 | $7,953,187 |
| 9,875 Adobe Inc | $3,323,234 | $3,323,234 |
| 30,490 Air Products & Chemicals, Inc. | $9,398,847 | $9,398,847 |
| 55,000 Alphabet Inc Class C | $4,880,150 | $4,880,150 |
| 25,895 Altria Group Inc | $1,183,660 | $1,183,660 |
| 92,400 Amazon.com, Inc. | $7,761,600 | $7,761,600 |
| 81,175 Apple Inc | $10,547,068 | $10,547,068 |
| 2,179,535 Artisan International Fund Inst | $52,374,220 | $52,374,220 |
| 4,850 ASML Holding NV | $2,650,040 | $2,650,040 |
| 10,265 Automatic Data Processing Inc | $2,451,898 | $2,451,898 |
| 9,905 BlackRock Inc | $7,018,980 | $7,018,980 |
| 17,975 Broadridge Financial Solutions, Inc. | $2,410,987 | $2,410,987 |
| 56,235 Canadian Pacific Railway Ltd | $4,194,569 | $4,194,569 |
| 78,239 Chevron Corporation | $14,043,118 | $14,043,118 |
| 105,033 Coca-Cola Co | $6,681,149 | $6,681,149 |
| 109,275 Comcast Corporation | $3,821,347 | $3,821,347 |
| 25,250 EOG Resources Inc | $3,270,380 | $3,270,380 |
| 21,250 Estee Lauder Companies Inc | $5,272,337 | $5,272,337 |
| 74,500 Hess Corp. | $10,565,590 | $10,565,590 |
| 45,175 Intercontinental Exchange Inc | $4,634,503 | $4,634,503 |
| 11,175 Intuit Inc. | $4,349,533 | $4,349,533 |
| 13,400 Intuitive Surgical, Inc. | $3,555,690 | $3,555,690 |
| 20,180 Johnson & Johnson | $3,564,797 | $3,564,797 |
| 45,155 JPMorgan Chase & Co | $6,055,285 | $6,055,285 |
| 19,150 Marriott International Inc | $2,851,243 | $2,851,243 |
| 15,100 Mastercard Inc | $5,250,723 | $5,250,723 |
| 23,530 McDonald's Corp | $6,200,861 | $6,200,861 |
| 93,985 Microsoft Corp | $22,539,483 | $22,539,483 |
| 32,857 Mondelez International, Inc. | $2,189,919 | $2,189,919 |
| 50,410 Nestle ADR | $5,837,579 | $5,837,579 |
| 31,195 Nike Inc | $3,650,127 | $3,650,127 |
| 74,225 Novo Nordisk A/S | $10,045,612 | $10,045,612 |
| 13,825 Otis Worldwide Corp | $1,082,636 | $1,082,636 |
| 36,598 PepsiCo, Inc. | $6,611,795 | $6,611,795 |
| 58,925 Philip Morris International Inc. | $5,963,799 | $5,963,799 |
| 27,460 Progressive Corp | $3,561,837 | $3,561,837 |
| 40,625 Raytheon Technologies Corp | $4,099,875 | $4,099,875 |
| 12,415 S&P Global Inc | $4,158,280 | $4,158,280 |
| 13,275 Sherwin-Williams Co | $3,150,556 | $3,150,556 |
| 52,895 Texas Instruments Incorporated | $8,739,312 | $8,739,312 |
| 31,510 Union Pacific Corporation | $6,524,776 | $6,524,776 |
| 16,520 UnitedHealth Group Inc | $8,758,574 | $8,758,574 |
| 714,242 Vanguard Mid-Cap Index Fund Inst | $39,833,249 | $39,833,249 |
| 13,650 Verisk Analytics, Inc. | $2,408,133 | $2,408,133 |
| 43,525 Visa Inc | $9,042,754 | $9,042,754 |
| 10,000 Zoetis Inc | $1,465,500 | $1,465,500 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,065,226 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,065,226 | 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 | $23,823 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,166 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized decrease in value of investments | Desc |
| Amt | $113,601,728 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank charges | $11,021 | $11,021 | $0 |
| Dues and subscriptions | $795 | $40 | $1,550 |
| Insurance | $1,991 | $100 | $4,071 |
| Office expense | $10,187 | $509 | $8,272 |
| Payroll processing fees | $8,951 | $448 | $8,609 |
| Software expense | $9,795 | $0 | $11,970 |
| Technology expenses | $4,701 | $235 | $4,266 |
| Telephone | $2,802 | $140 | $3,572 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Difference between book and fair market value of noncash grants | $3,240,798 |
| Returned grant | $97,472 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment management fees | $694,524 | $694,524 | $0 |
| IT consultant | $34,164 | $0 | $33,449 |
| Strategic planning | $11,443 | $0 | $9,943 |
| Recruitment services | $8,281 | $0 | $8,281 |
| Staff development services | $23,410 | $0 | $19,821 |
| Other professional fees | $23,100 | $0 | $13,100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise tax | $475,220 | $0 | $0 |
| Foreign tax | $110,181 | $110,181 | $0 |