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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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-03-14T07:14:47-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN746104592EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Powell FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPOWEBusinessNameControlTxt
Phone7135237557PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 Kirby Drive 1011AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKatherine Osborne ValdezPersonNm
Person TitlePresident/DirPersonTitleTxt
Phone7135237557PhoneNum
Signature2023-03-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKatherinePersonFirstNm
Person LastOsborne ValdezPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara MurphyPreparerPersonNm
PTINP01386215PTIN
Phone7134395739PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$372,755,906FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$470,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$41,001InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$41,001InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,486,330DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,486,330DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$28,542,903NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$93,976,405GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$28,542,903CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$35,540,234TotalRevAndExpnssAmt
Total Net Invst Incm$35,070,234TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$82,068CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$5,246CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$76,822CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$704,427OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$35,221OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$669,206OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$242,075PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$12,404PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$233,016PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$23,823LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$20,166LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,300AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,300AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$794,922OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$694,524OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$84,594OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$585,401TaxesRevAndExpnssAmt
Taxes Net Invst Incm$110,181TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$105,062OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$5,253OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$99,938OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$65,523TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$3,101TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$61,590TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$50,243OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,493OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$42,310OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,660,144TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$881,723TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,290,942TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,984,422ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,614,422ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,644,566TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$881,723TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,905,364TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,895,668ExcessRevenueOverExpensesAmt
Net Investment Income$34,188,511NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,002,815CashBOYAmt
Cash EOY$780,477CashEOYAmt
Cash EOYFMV$780,477CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,183,419SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,142,613SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,142,613SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$34,372PrepaidExpensesBOYAmt
Prepaid Expenses EOY$36,525PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$36,525PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$3,942,419USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,065,226USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,065,226USGovtObligationsEOYFMVAmt
Corporate Stock BOY$440,429,859CorporateStockBOYAmt
Corporate Stock EOY$345,928,792CorporateStockEOYAmt
Corporate Stock EOYFMV$345,928,792CorporateStockEOYFMVAmt
Corporate Bonds BOY$23,152,688CorporateBondsBOYAmt
Corporate Bonds EOY$20,332,273CorporateBondsEOYAmt
Corporate Bonds EOYFMV$20,332,273CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$470,000LandBldgEquipCostOrOtherBssAmt
Land BOY$0LandBOYAmt
Land EOY$470,000LandEOYAmt
Land EOYFMV$470,000LandEOYFMVAmt
Total Assets BOY$469,745,572TotalAssetsBOYAmt
Total Assets EOY$372,755,906TotalAssetsEOYAmt
Total Assets EOYFMV$372,755,906TotalAssetsEOYFMVAmt
Accounts Payable BOY$38,346AccountsPayableBOYAmt
Accounts Payable EOY$46,470AccountsPayableEOYAmt
Grants Payable BOY$750,000GrantsPayableBOYAmt
Grants Payable EOY$1,120,000GrantsPayableEOYAmt
Total Liabilities BOY$788,346TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,166,470TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$468,957,226NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$371,589,436NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$468,957,226TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$371,589,436TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$469,745,572TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$372,755,906TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$468,957,226TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,895,668ExcessRevenueOverExpensesAmt
Other Increases$3,338,270OtherIncreasesAmt
Subtotal$485,191,164SubtotalAmt
Other Decreases$113,601,728OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$371,589,436TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly traded securitiesPropertyDesc
Gross Sales Price$93,976,405GrossSalesPriceAmt
Cost Or Other Basis$65,433,502CostOrOtherBasisAmt
Gain Or Loss$28,542,903GainOrLossAmt
Gains Minus Excess Or Losses$28,542,903GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$28,542,903CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$475,220InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$475,220SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$475,220TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$453,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$453,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$22,220TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Addresswww.powellfoundation.orgWebsiteAddressTxt
Individual With BooksEleisha Nelson-ReedIndividualWithBooksNm
Phone7135237557PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12001 Kirby Drive 1011AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77019ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Katherine Osborne Valdez
2001 Kirby Drive 1011HoustonTX77019Board President/Director20.00$82,068$3,283$0
Harvin C Moore IV
2001 Kirby Drive 1011HoustonTX77019Treasurer/Director2.00$0$0$0
Ben H Powell V
2001 Kirby Drive 1011HoustonTX77019VP/Assistant Treasurer/Director2.00$0$0$0
Charles F Caldwell
2001 Kirby Drive 1011HoustonTX77019Secretary/Director3.00$0$0$0
Terry Bruner
2001 Kirby Drive 1011HoustonTX77019Director1.00$0$0$0
Marian M Casey
2001 Kirby Drive 1011HoustonTX77019Director4.00$0$0$0
Thao Costis
2001 Kirby Drive 1011HoustonTX77019Director3.00$0$0$0
Katherine P Hill
2001 Kirby Drive 1011HoustonTX77019Director1.00$0$0$0
Molly N Kidd
2001 Kirby Drive 1011HoustonTX77019Director1.00$0$0$0
Tom B Osborne
2001 Kirby Drive 1011HoustonTX77019Director1.00$0$0$0
Ben H Powell VI
2001 Kirby Drive 1011HoustonTX77019Director3.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
Eleisha Nelson-Reed
2001 Kirby Drive 1011HoustonTX77019Executive Director40.00$208,221$38,396$0
Anne Kuo Phan
2001 Kirby Drive 1011HoustonTX77019Controller40.00$112,079$19,105$0
Nicole Moore-Kriel
2001 Kirby Drive 1011HoustonTX77019Program Officer40.00$85,795$33,562$0
Angel Harvey King
2001 Kirby Drive 1011HoustonTX77019Program Officer40.00$84,607$32,181$0
Kate A Shannon
2001 Kirby Drive 1011HoustonTX77019Sr. Manager Grants A40.00$67,042$34,873$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k1OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Fayez Sarofim & CoBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1909 Fannin StAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77010ZIPCd
FieldValueIRS element (for citing)
Service TypeInvestment managementServiceTypeTxt
Compensation$694,524CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Gibbs-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$24,633Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$389,623,009AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,296,125AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$392,919,134TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$392,919,134AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,893,787CashDeemedCharitableAmt
Net Vl Noncharitable Assets$387,025,347NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,351,267MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,351,267MinimumInvestmentReturnAmt
Tax Based On Investment Income$475,220TaxBasedOnInvestmentIncomeAmt
Total Tax$475,220TotalTaxAmt
Distributable Before Adj$18,876,047DistributableBeforeAdjAmt
Recoveries Qualfied Distri$97,472RecoveriesQualfiedDistriAmt
Distributable Before Ded$18,973,519DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$18,973,519DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,905,364ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$20,905,364QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,973,519DistributableAsAdjustedAmt
Undistributed Income PY$20,472,002UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$20,905,364QualifyingDistributionsAmt
Applied To Year1$20,472,002AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$433,362AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$18,540,157UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonhttpspowellfoundationorgapplicationRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12001 Kirby Drive Suite 1011AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77019ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7135237557RecipientPhoneNum
Recipient Email Addressinfo@powellfoundation.orgRecipientEmailAddressTxt
Form And Info And MaterialsOrganizations 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 DeadlinesRefer to the website for the application process and deadlines.SubmissionDeadlinesTxt
Restrictions On AwardsThe 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/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Collaborative for Children
1111 North Loop West Suite 600HoustonTX77008N/APCEarly Childhood Development and Education: Quality early learning centers and providers$1,016,916
AVANCE Inc
824 BroadwaySan AntonioTX78216N/APCEarly Childhood Development and Education: Parent, family, and caregiver support$974,456
UTeach Institute co University of Texas Foundation
9011 Mountain Ridge Dr Suite 150AustinTX78759N/APCQuality K-12 Public Schools: Excellent educator initiatives$802,166
Austin Parks Foundation
PO Box 6160AustinTX78762N/APCConservation: Community access to parks and urban greenspaces$503,085
Hill Country Conservancy
PO Box 163125AustinTX78716N/APCConservation: Environmental protection efforts$491,527
Center for Transforming Alternative Preparation Pathways
1601 Botham Jean BlvdDallasTX75215N/APCQuality K-12 Public Schools: Excellent educator initiatives$400,000
Good Reason Houston Inc
8 Greenway Plaza Suite 900HoustonTX77046N/APCQuality K-12 Public Schools: Quality schools and innovative school models$400,000
HAY Center Foundation
1216 W Clay StreetHoustonTX77019N/APCHuman Services: Food/housing insecurity or other stablization and empowerment efforts$300,000
Texas Children's Hospital
1919 S Braeswood Blvd Ste 5214HoustonTX77030N/APCEarly Childhood Development and Education: Parent, family, and caregiver support$300,000
Meadows Mental Health Policy Institute
2800 Swiss AveDallasTX75204N/APCEarly Childhood Development and Education: Parent, family, and caregiver support$251,238
Meadows Mental Health Policy Institute
2800 Swiss AveDallasTX75204N/APCHuman Services: Emotional well-being supports$251,237
EMERGE Fellowship
11251 Northwest Freeway Suite 330HoustonTX77092N/APCPostsecondary Pathways: Postsecondary readiness initiatives$250,000
Huntsville Public Library Friends Inc
1219 13th StreetHuntsvilleTX77340N/APCQuality K-12 Public Schools: Student supports$210,000
Greater Houston Community Foundation
515 Post Oak Blvd Suite 1000HoustonTX77027N/APCQuality K-12 Public Schools: Quality schools and innovative school models$200,000
ProUnitas
2007 Commerce StHoustonTX77002N/APCQuality K-12 Public Schools: Student supports$200,000
TEACH
252 Alvarado RoadBerkeleyCA94705N/APCQuality K-12 Public Schools: Excellent educator initiatives$200,000
Rice University Texas Policy Lab
William Marsh Rice UniversityHoustonTX77251N/APCEarly Childhood Development and Education: Data, research, and policy initiatives$200,000
Literacy First co The University of Texas at Austin
PO Box 7458AustinTX78713N/AGOVQuality K-12 Public Schools: Student supports$200,000
Sam Houston State University
2424 Sam Houston Avenue Box 2448HuntsvilleTX77341N/AGOVQuality K-12 Public Schools: Excellent educator initiatives$200,000
Educate Texas at Communities Foundation of Texas
5500 Caruth Haven LnDallasTX75225N/APCCradle-to-Career Education System: Data, research, and advocacy efforts$200,000
SEARCH Homeless Services
2015 Congress AveHoustonTX77002N/APCHuman Services: Food/housing insecurity or other stablization and empowerment efforts$200,000
Texas 2036
3963 Maple Ave Suite 290DallasTX75219N/APCCradle-to-Career Education System: Data, research, and advocacy efforts$200,000
BridgeYear
3414 Eastside StreetHoustonTX77098N/APCPostsecondary Pathways: Postsecondary access, success, and completion initiatives$200,000
AVANCE - Austin
PO Box 19105AustinTX78760N/APCEarly Childhood Development and Education: Parent, family, and caregiver support$200,000
Summer House Institute co Echoing Green
1531 N 7th St Unit 3PhiladelphiaPA19122N/APCQuality K-12 Public Schools: Excellent educator initiatives$150,000
E3 Alliance
5930 Middle Fiskville RdAustinTX78752N/APCQuality K-12 Public Schools: Student supports$150,000
The Beacon
1117 Texas AveHoustonTX77002N/APCHuman Services: Food/housing insecurity or other stablization and empowerment efforts$150,000
United Way for Greater Austin
2000 East MLK Jr BlvdAustinTX78702N/APCEarly Childhood Development and Education: Quality early learning centers and providers$150,000
First3Years
15851 Dallas Parkway Ste 106AddisonTX75001N/APCEarly Childhood Development and Education: Parent, family, and caregiver support$150,000
Texans Care for Children
1016 La Posada Drive Suite 240AustinTX78752N/APCEarly Childhood Development and Education: Data, research, and policy initiatives$150,000
Communities In Schools of Houston Inc
1235 N Loop West Ste 300HoustonTX77008N/APCQuality K-12 Public Schools: Student supports$150,000
American Festival for the Arts
1718A Lubbock StHoustonTX77007N/APCArts: Educational programming and initiatives for children and youth$150,000
Arts Connect Houston
5280 Caroline St Ste 100HoustonTX77004N/ASO IArts: Educational programming and initiatives for children and youth$150,000
Complete College America Inc
350 Massachusetts Avenue Ste 300IndianapolisIN46204N/APCPostsecondary Pathways: Data, research, and policy initiatives$125,000
Writers in the Schools
1523 West Main StHoustonTX77006N/APCQuality K-12 Public Schools: Excellent educator initiatives$125,000
AVANCE-Houston Inc
4281 Dacoma StHoustonTX77092N/APCEarly Childhood Development and Education: Parent, family, and caregiver support$125,000
KIPP Texas Inc
PO Box 676765DallasTX75267N/APCEarly Childhood Development and Education: Quality early learning centers and providers$100,000
TEACH To Educate All Children
2900 Weslayan Suite 375HoustonTX77027N/APCQuality K-12 Public Schools: Excellent educator initiatives$100,000
Miller Theatre Advisory Board Inc
PO Box 66267HoustonTX772666267N/APCArts: Community and public acccess to arts and culture$100,000
The Woods Project
2700 Southwest FrwyHoustonTX77098N/APCPostsecondary Pathways: Postsecondary readiness initiatives$100,000
Teach Plus Inc
One Beacon Street 15th FloorBostonMA02108N/APCQuality K-12 Public Schools: Excellent educator initiatives$100,000
CollegeSpring
1990 N California Blvd Ste 20Walnut CreekCA94596N/APCPostsecondary Pathways: Postsecondary access, success, and completion initiatives$100,000
Genesys Works - Houston
3100 Main Street Suite 702HoustonTX77002N/APCPostsecondary Pathways: Postsecondary readiness initiatives$100,000
Waterloo Greenway Conservancy
1111 Red River StAustinTX78701N/APCConservation: Community access to parks and urban greenspaces$100,000
Relay Graduate School of Education
25 Broadway 3rd FloorNew YorkNY10004N/APCQuality K-12 Public Schools: Excellent educator initiatives$100,000
ROCO
1934 West Gray 311HoustonTX77019N/APCArts: Community and public acccess to arts and culture$100,000
Target Hunger
1260 Shotwell StreetHoustonTX77020N/APCHuman Services: Food/housing insecurity or other stablization and empowerment efforts$100,000
OneGoal
PO Box 734137ChicagoIL60673N/APCPostsecondary Pathways: Postsecondary access, success, and completion initiatives$100,000
Planned Parenthood Gulf Coast Inc
4600 Gulf FreewayHoustonTX77023N/APCHuman Services: Food/housing insecurity or other stablization and empowerment efforts$100,000
Rice University School Literacy & Culture
PO Box 1892 MS-550HoustonTX77251N/APCEarly Childhood Development and Education: Effective early childhood teachers$100,000
Contemporary Austin Museum Inc
3809 35th streetAustinTX78703N/APCArts: Educational programming and initiatives for children and youth$100,000
Mental Health America of Greater Houston
2211 Norfolk St Ste 810HoustonTX77098N/APCHuman Services: Emotional well-being supports$100,000
Houston Arboretum & Nature Center
4501 Woodway DriveHoustonTX77024N/APCConservation: Educational programming and initiatives for children and youth$100,000
Neuhaus Education Center
4433 Bissonnet StreetBellaireTX77401N/APCQuality K-12 Public Schools: Excellent educator initiatives$100,000
LifeWorks
3700 South 1st StreetAustinTX78704N/APCHuman Services: Food/housing insecurity or other stablization and empowerment efforts$100,000
Children's Museum Houston
1500 Binz StHoustonTX77004N/APCEarly Childhood Development and Education: Parent, family, and caregiver support$100,000
Thinkery
1830 Simond AveAustinTX78723N/APCEarly Childhood Development and Education: Effective early childhood teachers$100,000
Foundation Communities Inc
3000 S IH 35 Ste 300AustinTX78704N/APCHuman Services: Food/housing insecurity or other stablization and empowerment efforts$100,000
Austin Ed Fund
4000 S IH-35AustinTX78704N/APCPostsecondary Pathways: Postsecondary readiness initiatives$100,000
Creative Action
1023 Springdale Rd Bldg 3AustinTX78721N/APCArts: Educational programming and initiatives for children and youth$100,000
Austin Theatre Alliance
PO Box 1566AustinTX78767N/APCArts: Educational programming and initiatives for children and youth$100,000
Breakthrough Central Texas
1050 East 11th St Ste 350AustinTX78702N/APCPostsecondary Pathways: Postsecondary access, success, and completion initiatives$100,000
Menil Foundation Inc
1511 Branard StreetHoustonTX77006N/APCArts: Community and public acccess to arts and culture$100,000
Ballet Austin Incorporated
501 W 3rd StreetAustinTX78701N/APCArts: Educational programming and initiatives for children and youth$100,000
Young Audiences Inc of Houston
675 Bering Dr Ste 300HoustonTX77057N/APCArts: Educational programming and initiatives for children and youth$100,000
Educate Texas at Communities Foundation of Texas
5500 Caruth Haven LnDallasTX75225N/APCCradle-to-Career Education System: Data, research, and advocacy efforts$100,000
Memorial Assistance Ministries Inc
1625 Blalock RoadHoustonTX77080N/APCHuman Services: Food/housing insecurity or other stablization and empowerment efforts$100,000
FotoFest Inc
2000 Edwards St Bldg C Ste 2HoustonTX77007N/APCArts: Educational programming and initiatives for children and youth$100,000
Buffalo Bayou Partnership
1019 Commerce StreetHoustonTX77002N/APCConservation: Community access to parks and urban greenspaces$100,000
reMIND
515 Post Oak Blvd Ste 650HoustonTX77027N/APCHuman Services: Emotional well-being supports$100,000
Da Camera of Houston
1402 Sul Ross StHoustonTX77006N/APCArts: Educational programming and initiatives for children and youth$100,000
Boys & Girls Clubs of Greater Houston
P O Box 676465DallasTX75267N/APCQuality K-12 Public Schools: Mentoring initiatives and out-of-school-time programming$100,000
DePelchin Children's Center
4950 Memorial DrHoustonTX77007N/APCHuman Services: Emotional well-being supports$100,000
Kids' Meals Inc
330 Garden Oaks BlvdHoustonTX77018N/APCHuman Services: Food/housing insecurity or other stablization and empowerment efforts$100,000
Project Row Houses
2521 HolmanHoustonTX77004N/APCArts: Community and public acccess to arts and culture$100,000
YES Prep Public Schools Inc
5455 South Loop EastHoustonTX77033N/APCQuality K-12 Public Schools: Quality schools and innovative school models$100,000
Breakthrough Houston
2401 Claremont LnHoustonTX77019N/APCPostsecondary Pathways: Postsecondary access, success, and completion initiatives$100,000
Meadows Mental Health Policy Institute
2800 Swiss AveDallasTX75204N/APCEarly Childhood Development and Education: Parent, family, and caregiver support$97,472
DiscoverU
7676 Hillmont Ste 239HoustonTX77040N/APCPostsecondary Pathways: Postsecondary readiness initiatives$80,000
National Wildlife Federation
505 East Huntland Dr Ste 485AustinTX78752N/APCConservation: Educational programming and initiatives for children and youth$80,000
Camp Allen
18800 FM 362NavasotaTX77868N/APCConservation: Educational programming and initiatives for children and youth$80,000
Boys & Girls Club of Walker County
PO Box 8600HuntsvilleTX77340N/APCQuality K-12 Public Schools: Mentoring initiatives and out-of-school-time programming$75,000
Environmental Defense Fund Incorporated
257 Park Ave SNew YorkNY10010N/APCConservation: Environmental protection efforts$75,000
MINDPOP
7112 Burnet Rd Unit BAustinTX78757N/APCArts: Educational programming and initiatives for children and youth$75,000
Easter Seals of Greater Houston Inc
4888 Loop Central Dr Ste 200HoustonTX77081N/APCEarly Childhood Development and Education: Parent, family, and caregiver support$75,000
Communities In Schools of Central Texas
3000 South I-35 Suite 200AustinTX78704N/APCQuality K-12 Public Schools: Student supports$75,000
University of Houston - College of Education
5000 Gulf Freeway Bldg 1 Room 240HoustonTX77204N/AGOVQuality K-12 Public Schools: Excellent educator initiatives$75,000
The Urban Enrichment Institute
4014 Market St Suite W145HoustonTX77020N/APCPostsecondary Pathways: Postsecondary access, success, and completion initiatives$75,000
Austin Partners In Education
PO Box 6118AustinTX78762N/APCPostsecondary Pathways: Postsecondary readiness initiatives$60,000
HYPE Freedom School Inc
1801 Brighton Brook LanePearlandTX77581N/APCQuality K-12 Public Schools: Student supports$60,000
Houston Youth Symphony
4550 Post Oak Place Drive Suite 245HoustonTX77027N/APCArts: 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 150AustinTX78759N/APCArts: Educational programming and initiatives for children and youth$60,000
SER-Jobs for Progress of the Texas Gulf Coast Inc
1710 Telephone RoadHoustonTX77023N/APCPostsecondary Pathways: Postsecondary readiness initiatives$60,000
PAIR Partnership for the Advancement & Immersion of Refugees
3300 Chimney Rock Rd Ste 105HoustonTX77056N/APCPostsecondary Pathways: Postsecondary readiness initiatives$60,000
Houston Met Dance
PO Box 980457HoustonTX77098N/APCArts: Educational programming and initiatives for children and youth$60,000
Asia Society Texas Center
1370 Southmore BoulevardHoustonTX77004N/APCArts: Educational programming and initiatives for children and youth$50,000
Houston Botanic Garden
8205 N Bayou DrHoustonTX77017N/APCConservation: Community access to parks and urban greenspaces$50,000
Teach For America - Austin
PO Box 398516San FranciscoCA94139N/APCQuality K-12 Public Schools: Excellent educator initiatives$50,000
Teach For America - Houston
2 Greenway Plaza Suite 500HoustonTX77046N/APCQuality K-12 Public Schools: Excellent educator initiatives$50,000
Houston Audubon Society
440 Wilchester BlvdHoustonTX77079N/APCConservation: Educational programming and initiatives for children and youth$50,000
Families Empowered
2050 North Loop W Suite 230HoustonTX77018N/APCQuality K-12 Public Schools: Quality schools and innovative school models$50,000
Basics Houston co Houston Health Foundation
PO Box 20272HoustonTX77225N/APCEarly Childhood Development and Education: Parent, family, and caregiver support$50,000
Texas Partnership for Out of School Time
8509 FM 969 Building 509AustinTX78724N/APCQuality K-12 Public Schools: Mentoring initiatives and out-of-school-time programming$50,000
Urban Roots
PO Box 17932AustinTX78760N/APCHuman Services: Food/housing insecurity or other stablization and empowerment efforts$50,000
FuelEd Schools Inc
4201 Main St Ste 200-165HoustonTX77002N/APCQuality K-12 Public Schools: Excellent educator initiatives$50,000
Shoal Creek Conservancy
PO Box 11520AustinTX78711N/APCConservation: Environmental protection efforts$50,000
iEducate USA
4903 Mayfair StreetBellaireTX77401N/APCQuality K-12 Public Schools: Student supports$50,000
Eight Million Stories Inc
PO Box 10557HoustonTX77206N/APCPostsecondary Pathways: Postsecondary readiness initiatives$50,000
Emancipation Park Conservancy
3018 Emancipation AveHoustonTX77019N/APCConservation: Community access to parks and urban greenspaces$50,000
The Education Trust
1501 K St NW Suite 200WashingtonDC20005N/APCQuality K-12 Public Schools: Excellent educator initiatives$50,000
Houston Museum of Natural Science
5555 Hermann Park DrHoustonTX77030N/APCQuality K-12 Public Schools: Student supports$50,000
Museum of Fine Arts Houston Bayou Bend Collection and Gardens
Bayou Bend PO Box 6826HoustonTX77265N/APCArts: Community and public acccess to arts and culture$50,000
Museum of Fine Arts Houston Glassell School of Art
PO Box 6826HoustonTX77265N/APCArts: Community and public acccess to arts and culture$50,000
Wesley Community Center
1410 Lee StreetHoustonTX77009N/APCEarly Childhood Development and Education: Quality early learning centers and providers$50,000
Alley Theatre
615 Texas AveHoustonTX77002N/APCArts: Educational programming and initiatives for children and youth$50,000
Family Houston
PO Box 70068HoustonTX77270N/APCHuman Services: Emotional well-being supports$50,000
Houston Symphony
615 Louisiana St Ste 102HoustonTX77002N/APCArts: Educational programming and initiatives for children and youth$50,000
Houston Ballet Foundation
601 Preston StHoustonTX77002N/APCArts: Educational programming and initiatives for children and youth$50,000
Interfaith Ministries for Greater Houston
33033 Main StreetHoustonTX77002N/APCHuman Services: Food/housing insecurity or other stablization and empowerment efforts$50,000
The Houston Zoo
1513 Cambridge StHoustonTX77030N/APCConservation: Educational programming and initiatives for children and youth$50,000
Houston Public Library Foundation Inc
550 McKinney StHoustonTX77002N/APCQuality K-12 Public Schools: Mentoring initiatives and out-of-school-time programming$50,000
Houston Area Women's Center
1010 WaughHoustonTX77019N/APCHuman Services: Food/housing insecurity or other stablization and empowerment efforts$50,000
Main Street Theater Houston
2540 Times BlvdHoustonTX77005N/APCArts: Educational programming and initiatives for children and youth$50,000
Trinity River Food Bank
535 Portwall StreetHoustonTX77029N/APCHuman Services: Food/housing insecurity or other stablization and empowerment efforts$50,000
The SAFE Alliance
PO Box 19454AustinTX78760N/APCHuman Services: Emotional well-being supports$50,000
BookSpring
1807 W Slaughter Lane Bldg 1AustinTX78748N/APCEarly Childhood Development and Education: Parent, family, and caregiver support$50,000
Austin Parks and Recreation Department co Austin Parks Foundation
PO Box 6160AustinTX78762N/APCConservation: Environmental protection efforts$50,000
Any Baby Can Inc
6207 Sheridan AvenueAustinTX78723N/APCEarly Childhood Development and Education: Parent, family, and caregiver support$50,000
Girls Empowerment Network
P O 3122AustinTX78764N/APCHuman Services: Emotional well-being supports$50,000
Mobile Loaves & Fishes Inc
9301 Hog Eye Rd Suite 950AustinTX78724N/APCHuman Services: Food/housing insecurity or other stablization and empowerment efforts$50,000
Houston Grand Opera Association Inc
510 Preston StreetHoustonTX77002N/APCArts: Educational programming and initiatives for children and youth$50,000
Travis Audubon Society
PO Box 301629AustinTX78703N/APCConservation: Educational programming and initiatives for children and youth$50,000
Boys & Girls Clubs of the Austin Area
6648 Ed Bluestien BlvdAustinTX78723N/APCQuality K-12 Public Schools: Mentoring initiatives and out-of-school-time programming$50,000
SPARK
PO Box 1562HoustonTX77251N/APCConservation: Community access to parks and urban greenspaces$50,000
Texas Tech Foundation Inc
Box 41081LubbockTX79409N/APCQuality K-12 Public Schools: Excellent educator initiatives$50,000
Chinese Community Center Inc
9800 Town Park DrHoustonTX77036N/APCHuman Services: Food/housing insecurity or other stablization and empowerment efforts$50,000
Coalition for the Homeless of HoustonHarris County
2000 Crawford Street Suite 700HoustonTX77002N/APCHuman Services: Food/housing insecurity or other stablization and empowerment efforts$50,000
Coastal Prairie Conservancy
5615 Kirby Drive Suite 867HoustonTX77005N/APCConservation: Environmental protection efforts$50,000
Bayou Land Conservancy
10330 Lake Road Building JHoustonTX77070N/APCConservation: Community access to parks and urban greenspaces$50,000
University of Houston Downtown
One Main StreetHoustonTX77002N/AGOVPostsecondary Pathways: Postsecondary readiness initiatives$50,000
Friends of the Children - Austin
1023 Springdale Road 13CAustinTX78721N/APCPostsecondary Pathways: Postsecondary readiness initiatives$50,000
ChildBuilders
11152 Westheiner Road 794HoustonTX77042N/APCHuman Services: Emotional well-being supports$40,000
LIFE Houston
2002 S Wayside DriveHoustonTX77023N/APCHuman Services: Food/housing insecurity or other stablization and empowerment efforts$40,000
Empower Schools Inc
9 Menlo StBrightonMA02135N/APCQuality K-12 Public Schools: Quality schools and innovative school models$30,000
Explore Austin
1111 W 24th St Ste 201AustinTX78705N/APCPostsecondary Pathways: Postsecondary readiness initiatives$30,000
Con Mi Madre
1825 Fortview Rd Suite 114AustinTX78704N/APCPostsecondary Pathways: Postsecondary access, success, and completion initiatives$30,000
College Forward
PO Box 142308AustinTX78714N/APCPostsecondary Pathways: Postsecondary access, success, and completion initiatives$30,000
Prelude Music Foundation
9802 Madeline Alyssa CtHoustonTX77025N/APCArts: Educational programming and initiatives for children and youth$30,000
Open Dance Project
747 N Shepherd Drive Suite 100HoustonTX77007N/APCArts: Educational programming and initiatives for children and youth$30,000
Art League Houston
1953 Montrose BlvdHoustonTX77006N/APCArts: Educational programming and initiatives for children and youth$30,000
The Neill-Cochran House Museum
2310 San Gabriel StreetAustinTX78705N/APCArts: Community and public acccess to arts and culture$30,000
Big Brothers Big Sisters of Central Texas
PO Box 4555AustinTX78757N/APCPostsecondary Pathways: Postsecondary readiness initiatives$30,000
Center for Women & Their Work
1311 E Cesar ChavezAustinTX78702N/APCArts: Educational programming and initiatives for children and youth$30,000
Seedling Foundation
8001 Centre Park Dr Ste 140AustinTX78754N/APCQuality K-12 Public Schools: Mentoring initiatives and out-of-school-time programming$30,000
Performing Arts Houston
615 Louisiana Street Suite 100HoustonTX77002N/APCArts: Community and public acccess to arts and culture$30,000
Big Brothers Big Sisters Lone Star
1003 Washington AveHoustonTX77002N/APCPostsecondary Pathways: Postsecondary readiness initiatives$30,000
Holocaust Museum Houston
5401 Caroline StreetHoustonTX77479N/APCQuality K-12 Public Schools: Student supports$30,000
Urban Harvest Inc
3302 Canal StHoustonTX77003N/APCHuman Services: Food/housing insecurity or other stablization and empowerment efforts$30,000
Bridges To Life
PO Box 570895HoustonTX77257N/APCHuman Services: Food/housing insecurity or other stablization and empowerment efforts$30,000
Jeremiah Program Austin
1200 Paul Teresa Saldana StAustinTX78702N/APCEarly Childhood Development and Education: Quality early learning centers and providers$25,000
Beta Academy
10929 Almeda-Genoa RoadHoustonTX77034N/APCQuality K-12 Public Schools: Excellent educator initiatives$25,000
Westcave Outdoor Discovery Center
24814 Hamilton Pool RoadRound MountainTX78663N/APCConservation: Educational programming and initiatives for children and youth$25,000
Austin Public Library Friends Foundation
PO Box 13201AustinTX78711N/APCQuality K-12 Public Schools: Student supports$25,000
Sam Houston State University
2424 Sam Houston Avenue Box 2448HuntsvilleTX77341N/AGOVHuman Services: Food/housing insecurity or other stablization and empowerment efforts$25,000
Latinos for Education
PO Box 27BelmontMA02478N/APCQuality K-12 Public Schools: Excellent educator initiatives$25,000
Reve Preparatory Inc
PO Box 450165HoustonTX77245N/APCQuality K-12 Public Schools: Quality schools and innovative school models$25,000
350ORG
PO Box 843004BostonMA02284N/APCDesignated Grant: General operating and support$5,000
ACLU Foundation of Texas
PO Box 8306HoustonTX77288N/APCDesignated Grant: General operating and support$15,000
Asheville School Inc
360 Asheville School RdAshevilleNC28806N/APCDesignated Grant: General operating and support$5,000
Austin Ed Fund
4000 S IH-35AustinTX78704N/APCDesignated Grant: General operating and support$10,000
Barton Springs Conservancy
2100 Stamford LaneAustinTX78703N/APCDesignated Grant: General operating and support$10,000
Boy Scouts of America - Circle Ten Council
8605 Harry Hines BlvdDallasTX75235N/APCDesignated Grant: General operating and support$10,000
Boy Scouts of America - Circle Ten Council
8605 Harry Hines BlvdDallasTX75235N/APCDesignated Grant: General operating and support$15,000
Boy Scouts of America - Circle Ten Council
8605 Harry Hines BlvdDallasTX75235N/APCDesignated Grant: General operating and support$15,000
Boys and Girls Country of Houston Inc
18806 Roberts RdHockleyTX77447N/APCDesignated Grant: General operating and support$10,000
Breakthrough Houston
2401 Claremont LnHoustonTX77019N/APCDesignated Grant: General operating and support$1,000
Camp Allen
18800 FM 362NavasotaTX77868N/APCDesignated Grant: General operating and support$25,000
Camp Allen
18800 FM 362NavasotaTX77868N/APCDesignated Grant: General operating and support$22,500
Camp Allen
18800 FM 362NavasotaTX77868N/APCDesignated Grant: General operating and support$15,000
Camp Allen
18800 FM 362NavasotaTX77868N/APCDesignated Grant: General operating and support$15,000
CareerSpring Foundation
5311 Valerie StreetBellaireTX77401N/APCDesignated Grant: General operating and support$10,000
Center for Reproductive Rights Inc
199 Water St 22nd FlNew YorkNY10038N/APCDesignated Grant: General operating and support$6,500
Center for Reproductive Rights Inc
199 Water St 22nd FlNew YorkNY10038N/APCDesignated Grant: General operating and support$10,000
Center for Women & Their Work
1311 E Cesar ChavezAustinTX78702N/APCDesignated Grant: General operating and support$2,250
Centre College
600 West Walnut StreetDanvilleKY40422N/APCDesignated Grant: General operating and support$2,260
Children's Museum Houston
1500 Binz StHoustonTX77004N/APCDesignated Grant: General operating and support$15,000
Children's Museum Houston
1500 Binz StHoustonTX77004N/APCDesignated Grant: General operating and support$2,350
Children's Museum Houston
1500 Binz StHoustonTX77004N/APCDesignated Grant: General operating and support$1,750
Children's Museum Houston
1500 Binz StHoustonTX77004N/APCDesignated Grant: General operating and support$7,500
The Neill-Cochran House Museum
2310 San Gabriel StreetAustinTX78705N/APCDesignated Grant: General operating and support$10,000
The Neill-Cochran House Museum
2310 San Gabriel StreetAustinTX78705N/APCDesignated Grant: General operating and support$10,000
The Neill-Cochran House Museum
2310 San Gabriel StreetAustinTX78705N/APCDesignated Grant: General operating and support$2,500
The Neill-Cochran House Museum
2310 San Gabriel StreetAustinTX78705N/APCDesignated Grant: General operating and support$500
Community Foundation of Acadiana (CFA)
1035 Camellia Blvd Suite 100LAFAYETTELA70508N/APCDesignated Grant: General operating and support$10,000
Community Foundation of Acadiana (CFA)
1035 Camellia Blvd Suite 100LAFAYETTELA70508N/APCDesignated Grant: General operating and support$3,778
Creative Action
1023 Springdale Rd Bldg 3AustinTX78721N/APCDesignated Grant: General operating and support$15,000
Creative Action
1023 Springdale Rd Bldg 3AustinTX78721N/APCDesignated Grant: General operating and support$2,700
Crime Stoppers of Houston
PO Box 541654HoustonTX77254N/APCDesignated Grant: General operating and support$5,000
Dartmouth College
6066 Development OfficeHanoverNH03755N/APCDesignated Grant: General operating and support$5,000
Dartmouth College
6066 Development OfficeHanoverNH03755N/APCDesignated Grant: General operating and support$5,000
Dartmouth College
6066 Development OfficeHanoverNH03755N/APCDesignated Grant: General operating and support$10,000
Dartmouth College
6066 Development OfficeHanoverNH03755N/APCDesignated Grant: General operating and support$32,995
Emergency Aid Coalition
5401 FanninHoustonTX77004N/APCDesignated Grant: General operating and support$5,000
Episcopal High School
4650 BissonnetHoustonTX77401N/APCDesignated Grant: General operating and support$5,000
Equal Justice Initiative
122 Commerce StreetMontgomeryAL36104N/APCDesignated Grant: General operating and support$5,000
Ex-Students' Assn Univ Texas
PO Box 142309AustinTX78714N/APCDesignated Grant: General operating and support$1,250
Foothills Land Conservancy
3402 Andy Harris RoadRockfordTN37853N/APCDesignated Grant: General operating and support$10,000
Friends of the Brentwood Library Inc
8109 Concord RoadBrentwoodTN37027N/APCDesignated Grant: General operating and support$10,000
Harmony House
602 Girard StreetHoustonTX77007N/APCDesignated Grant: General operating and support$10,000
Houston Aphasia Recovery Center
5005 Woodway Drive Suite 110HoustonTX77056N/APCDesignated Grant: General operating and support$500
Houston Area Women's Center
1010 WaughHoustonTX77019N/APCDesignated Grant: General operating and support$5,000
Houston Audubon Society
440 Wilchester BlvdHoustonTX77079N/APCDesignated Grant: General operating and support$500
Houston Ballet Foundation
601 Preston StHoustonTX77002N/APCDesignated Grant: General operating and support$15,000
Houston Food Bank
535 Portwall StreetHoustonTX77029N/APCDesignated Grant: General operating and support$10,000
Houston Golf Association
7000 Capitol StreetHoustonTX77011N/APCDesignated Grant: General operating and support$5,000
Houston Livestock Show and Rodeo
3 NRG ParkHoustonTX77054N/APCDesignated Grant: General operating and support$8,900
Houston Symphony
615 Louisiana St Ste 102HoustonTX77002N/APCDesignated Grant: General operating and support$2,000
Howard University
1851 9th ST NW Second FloorWashingtonDC20001N/APCDesignated Grant: General operating and support$10,000
Jesuit Rangerettes
12345 Inwood RdDallasTX75244N/APCDesignated Grant: General operating and support$10,000
Keep Knoxville Beautiful
PO Box 385KnoxvilleTN37901N/APCDesignated Grant: General operating and support$15,000
Lakeshore Park Conservancy
PO Box 10244KnoxvilleTN37939N/APCDesignated Grant: General operating and support$20,000
Lyndon Baines Johnson Foundation
2313 Red River StreetAustinTX78705N/APCDesignated Grant: General operating and support$1,000
Manned Space Flight Education Foundation
1601 NASA ParkwayHoustonTX77058N/APCDesignated Grant: General operating and support$5,000
MD Anderson Cancer Center
6900 Fannin Street Suite 6000HoustonTX77030N/APCDesignated Grant: General operating and support$5,000
MINDPOP
7112 Burnet Rd Unit BAustinTX78757N/APCDesignated Grant: General operating and support$30,000
Museum of Fine Arts Houston Bayou Bend Collection and Gardens
Bayou Bend PO Box 6826HoustonTX77265N/APCDesignated Grant: General operating and support$15,000
Museum of Fine Arts Houston Glassell School of Art
PO Box 6826HoustonTX77265N/APCDesignated Grant: General operating and support$15,000
Museum of Fine Arts Houston Glassell School of Art
PO Box 6826HoustonTX77265N/APCDesignated Grant: General operating and support$15,000
National Women's Law Center
PO Box 200871PittsburghPA15251N/APCDesignated Grant: General operating and support$6,500
Neuhaus Education Center
4433 Bissonnet StreetBellaireTX77401N/APCDesignated Grant: General operating and support$500
Northwest Assistance Ministries
15555 Kuykendahl RoadHoustonTX77090N/APCDesignated Grant: General operating and support$10,000
Northwestern University
1201 Davis StreetEvanstonIL60208N/APCDesignated Grant: General operating and support$5,000
One Simple Wish
1977 N Olden Ave 292TrentonNJ08618N/APCDesignated Grant: General operating and support$20,000
Planned Parenthood Gulf Coast Inc
4600 Gulf FreewayHoustonTX77023N/APCDesignated Grant: General operating and support$10,000
Planned Parenthood Gulf Coast Inc
4600 Gulf FreewayHoustonTX77023N/APCDesignated Grant: General operating and support$5,000
Randolph College
PO Box 3215LynchburgVA24503N/APCDesignated Grant: General operating and support$10,000
Randolph College
PO Box 3215LynchburgVA24503N/APCDesignated Grant: General operating and support$10,000
reMIND
515 Post Oak Blvd Ste 650HoustonTX77027N/APCDesignated Grant: General operating and support$500
Ronald McDonald House Charities of Central Texas Inc
1315 Barbara Jordan BlvdAustinTX78723N/APCDesignated Grant: General operating and support$15,000
The Salvation Army
1500 Austin StreetHoustonTX77002N/APCDesignated Grant: General operating and support$35,000
Sam Houston State University
2424 Sam Houston Avenue Box 2448HuntsvilleTX77341N/AGOVDesignated Grant: General operating and support$7,532
School Year Abroad Inc
120 Water St Suite 310North AndoverMA01845N/APCDesignated Grant: General operating and support$20,000
School Year Abroad Inc
120 Water St Suite 310North AndoverMA01845N/APCDesignated Grant: General operating and support$5,000
School Year Abroad Inc
120 Water St Suite 310North AndoverMA01845N/APCDesignated Grant: General operating and support$7,500
Sea Shepherd Conservation Society
PO Box 8628AlexandriaVA22306N/APCDesignated Grant: General operating and support$10,000
St John's School
2401 Claremont LaneHoustonTX77019N/APCDesignated Grant: General operating and support$2,000
St John's School
2401 Claremont LaneHoustonTX77019N/APCDesignated Grant: General operating and support$15,000
St Mark's Episcopal Church of Houston
3816 Bellaire BlvdHoustonTX77025N/APCDesignated Grant: General operating and support$6,000
Stages Inc
800 Rosine StHoustonTX77019N/APCDesignated Grant: General operating and support$500
Stanford University
326 Galvez StreetStanfordCA94305N/APCDesignated Grant: General operating and support$2,500
Star of Hope Mission
4848 Loop Central Dr Suite 500HoustonTX77081N/APCDesignated Grant: General operating and support$5,000
Support Organization for Trisomy 1813 - S O F T Inc
2982 South Union StRochesterNY14624N/APCDesignated Grant: General operating and support$5,000
Target Hunger
1260 Shotwell StreetHoustonTX77020N/APCDesignated Grant: General operating and support$20,000
Team Rubicon
5230 Pacific Concourse Dr 200Los AngelesCA90045N/APCDesignated Grant: General operating and support$1,000
Texas Land Conservancy
PO Box 162481AustinTX78716N/APCDesignated Grant: General operating and support$15,000
Texas State University Development Foundation
601 University Drive JCK 960San MarcosTX78666N/APCDesignated Grant: General operating and support$40,000
Texas Tribune Inc
919 Congress Avenue 6th FloorAustinTX78701N/APCDesignated Grant: General operating and support$11,514
The Awty International School
7455 Awty School LaneHoustonTX77055N/APCDesignated Grant: General operating and support$2,000
The Blue Bird Circle
PO Box 66027HoustonTX77266N/APCDesignated Grant: General operating and support$3,000
The Community Foundation of the Texas Hill Country Inc
241 Earl Garrett StreetKerrvilleTX78028N/APCDesignated Grant: General operating and support$12,500
The First Tee of Greater Houston
7000 Capitol StreetHoustonTX77011N/APCDesignated Grant: General operating and support$1,000
The Houston Zoo
1513 Cambridge StHoustonTX77030N/APCDesignated Grant: General operating and support$5,000
The Lilith Fund
PO Box 684949AustinTX78768N/APCDesignated Grant: General operating and support$5,000
The Lilith Fund
PO Box 684949AustinTX78768N/APCDesignated Grant: General operating and support$10,000
The Lilith Fund
PO Box 684949AustinTX78768N/APCDesignated Grant: General operating and support$15,000
Transgender Law Center
PO Box 741803Los AngelesCA90074N/APCDesignated Grant: General operating and support$5,000
United States Foundation for the Commemoration of the World Wars
PO Box 17586ArlingtonVA22216N/APCDesignated Grant: General operating and support$3,098
University of Arizona Foundation
1111 North Cherry AvenueTucsonAZ85721N/APCDesignated Grant: General operating and support$15,000
University of Arizona Foundation
1111 North Cherry AvenueTucsonAZ85721N/APCDesignated Grant: General operating and support$10,000
University of Arizona Foundation
1111 North Cherry AvenueTucsonAZ85721N/APCDesignated Grant: General operating and support$10,000
University of North Carolina at Wilmington
601 South College RdWilmingtonNC28403N/AGOVDesignated Grant: General operating and support$15,000
University of Puget Sound
1500 N Warner StTacomaWA98416N/APCDesignated Grant: General operating and support$1,000
The University of Texas at Austin Cockrell School of EngLBJ SoPA
PO Box 7458AustinTX78713N/AGOVDesignated Grant: General operating and support$3,905
The University of Texas at Austin McCombs School of Business
2110 Speedway Stop B6600AustinTX78712N/AGOVDesignated Grant: General operating and support$5,000
Ursuline Academy of Dallas Foundation Inc
4900 Walnut Hill LaneDallasTX75229N/APCDesignated Grant: General operating and support$5,000
Washington and Lee University
204 W Washington StreetLexingtonVA24450N/APCDesignated Grant: General operating and support$2,500
Waterfront Botanical Gardens Inc
PO Box 5056LouisvilleKY40255N/APCDesignated Grant: General operating and support$1,000
Waterloo Greenway Conservancy
1111 Red River StAustinTX78701N/APCDesignated Grant: General operating and support$25,000
Waterloo Greenway Conservancy
1111 Red River StAustinTX78701N/APCDesignated Grant: General operating and support$22,500
Waterloo Greenway Conservancy
1111 Red River StAustinTX78701N/APCDesignated Grant: General operating and support$2,500
Waterloo Greenway Conservancy
1111 Red River StAustinTX78701N/APCDesignated Grant: General operating and support$22,843
Wikimedia Foundation
PO Box 98204WashingtonDC20090N/APCDesignated Grant: General operating and support$5,000
Wonderland Inc
5807 Calhoun RoadHoustonTX77021N/APCDesignated Grant: General operating and support$10,000
Wubu Foundation for Deaf Children Development International Inc
1113 East Nutmeg PlaceMiddletownDE19709N/APCDesignated Grant: General operating and support$5,000
Grantmakers for Education
400 SE 103rd Drive 33348PortlandOR97216N/APCOther: General operating, support, programs, and initiatives$4,200
National Center for Family Philanthropy Inc
1667 K Street NW Suite 550WashingtonDC20006N/APCOther: General operating, support, programs, and initiatives$5,000
Philanthropy Southwest
1910 Pacific Avenue Ste 13500DallasTX75201N/APCOther: General operating, support, programs, and initiatives$5,500
reMIND
515 Post Oak Blvd Ste 650HoustonTX77027N/APCOther: General operating, support, programs, and initiatives$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,614,422TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TEACH
252 Alvarado RoadBerkeleyCA94705N/APCQuality K-12 Public Schools: Excellent educator initiatives$200,000
United Way for Greater Austin
2000 East MLK Jr BlvdAustinTX78702N/APCEarly Childhood Development and Education: Quality early learning centers and providers$150,000
Texans Care for Children
1016 La Posada Drive Suite 240AustinTX78752N/APCEarly Childhood Development and Education: Data, research, and policy initiatives$150,000
Complete College America Inc
350 Massachusetts Avenue Ste 300IndianapolisIN46204N/APCPostsecondary Pathways: Data, research, and policy initiatives$125,000
Easter Seals of Greater Houston Inc
4888 Loop Central Dr Ste 200HoustonTX77081N/APCEarly Childhood Development and Education: Parent, family, and caregiver support$75,000
Eight Million Stories Inc
PO Box 10557HoustonTX77206N/APCPostsecondary Pathways: Postsecondary readiness initiatives$50,000
Interfaith Ministries for Greater Houston
33033 Main StreetHoustonTX77002N/APCHuman Services: Food/housing insecurity or other stablization and empowerment efforts$50,000
Any Baby Can Inc
6207 Sheridan AvenueAustinTX78723N/APCEarly Childhood Development and Education: Parent, family, and caregiver support$50,000
LIFE Houston
2002 S Wayside DriveHoustonTX77023N/APCHuman Services: Food/housing insecurity or other stablization and empowerment efforts$40,000
Explore Austin
1111 W 24th St Ste 201AustinTX78705N/APCPostsecondary Pathways: Postsecondary readiness initiatives$30,000
Prelude Music Foundation
9802 Madeline Alyssa CtHoustonTX77025N/APCArts: Educational programming and initiatives for children and youth$30,000
Open Dance Project
747 N Shepherd Drive Suite 100HoustonTX77007N/APCArts: Educational programming and initiatives for children and youth$30,000
Center for Women & Their Work
1311 E Cesar ChavezAustinTX78702N/APCArts: Educational programming and initiatives for children and youth$30,000
Performing Arts Houston
615 Louisiana Street Suite 100HoustonTX77002N/APCArts: Community and public acccess to arts and culture$30,000
Holocaust Museum Houston
5401 Caroline StreetHoustonTX77479N/APCQuality K-12 Public Schools: Student supports$30,000
Jeremiah Program Austin
1200 Paul Teresa Saldana St AustinAustinTX78702N/APCEarly Childhood Development and Education: Quality early learning centers and providers$25,000
Sam Houston State University
2424 Sam Houston Avenue Box 2448HuntsvilleTX77341N/AGOVHuman Services: Food/housing insecurity or other stablization and empowerment efforts$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,120,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,001ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,486,330ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$28,542,903ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$35,070,234ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,070,234TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1Montwalk Holdings LtdBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11331 Lamar Suite 1256AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77010ZIPCd
FieldValueIRS element (for citing)
Total Contributions$470,000TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyReal estate - The Gibbs-Powell House MuseumNoncashPropertyDesc
Fair Market Value$470,000FairMarketValueAmt
Received2022-12-29ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax complianceCategoryTxt
Amt$6,600Amt
Net Investment Income$3,300NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,300DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (19 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
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)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
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

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,065,226USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,065,226USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGeneral counselCategoryTxt
Legal Fees$23,823LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$20,166DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUnrealized decrease in value of investmentsDesc
Amt$113,601,728Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements 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)

DescDescAmtAmt
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)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements 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)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Excise tax$475,220$0$0
Foreign tax$110,181$110,181$0