2023-05-22T16:01:13-05:00 2022-07-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2021-08-01 760460841 The Kinkaid School Endowment Fund Inc KINK 7137821640 201 Kinkaid School Drive Houston TX 77024 Joanne Margraves CFO 7137821640 2023-05-22 1 Joanne Margraves 999009999 Barbara Murphy P01386215 7134395739 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Joanne Margraves 201 Kinkaid School Drive Houston TX 77024 27464709 0 X www.kinkaid.org X 1994 TX The Kinkaid School Endowment Fund, incorporated in 1994, was originally established in 1958 to hold and invest permanent funds for the benefit of The Kinkaid School, Inc., a private school providing instruction to approximately 1,500 students in grades PreK - 12. 9 9 0 9 0 0 1061737 3724054 0 0 6738216 5843904 0 0 7799953 9567958 4052559 4060905 0 0 0 0 0 0 0 395608 445515 4448167 4506420 3351786 5061538 128285780 119820822 4069511 4071760 124216269 115749062 X See Schedule O 0 0 4060905 4060905 The Endowment assists the School in attracting and retaining the best qualified teachers, in providing financial assistance to students who might not otherwise be able to attend the School, and promoting in any and all other ways the educational purposes and general welfare of the School. 4060905 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X Joanne Margraves 7137821640 201 Kinkaid School Dr Houston TX 77024 X Ricardo Perusquia Chair 1.00 0.00 X X 0 0 0 E Staman Ogilvie Vice Chair 1.00 1.00 X X 0 0 0 Robert D Duncan Treasurer 1.00 1.00 X X 0 0 0 David R Lummis Secretary 1.00 0.00 X X 0 0 0 Kenneth Cowan Director 1.00 1.00 X 0 0 0 Edwin H Frank III Director 1.00 1.00 X 0 0 0 Curtis R Kayem Director 1.00 0.00 X 0 0 0 Terri Lacy Director 1.00 0.00 X 0 0 0 Walter G Mayfield Director 1.00 1.00 X 0 0 0 Joanne Margraves CFO 1.00 41.00 X 0 291137 36050 0 291137 36050 0 0 1 0 Goldman Sachs & Co 609 Main St Ste 2100 Houston TX 77002 Investment Advisors 379365 1 2667082 1056972 204037 3724054 5066764 5066764 18673891 17896751 777140 777140 777140 9567958 0 0 5843904 4060905 4060905 379365 379365 66150 66150 4506420 4060905 445515 0 562192 737141 122414077 113981206 5309511 5102475 128285780 119820822 4069511 4071760 4069511 4071760 X 5865846 5555799 118350423 110193263 124216269 115749062 128285780 119820822 5061538 -13528745 0 X 0 1 X 1 0 X X 1 The Kinkaid School Inc 760295523 2 1 4506420 0 1 4506420 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 124216269 3724054 -8130356 4060905 115749062 103828321 975548 23464959 4052559 124216269 101682291 779352 5462352 4095674 103828321 101611874 746335 4845574 5521492 101682291 97585689 1342532 8056147 5372494 101611874 0.04800 0.35815 0.59385 0 0 0 Grant payable to the School 4071760 4071760 Part V, Line 4: The Kinkaid School Endowment Fund was established in 1958 to hold and invest permanent funds for The Kinkaid School, Inc., a private school providing instruction at the lower, middle and high school levels to approximately 1,500 students. The Endowment assists the School to employ the best teachers, to provide scholarships, and to promote the educational purpose and general welfare of the School. 1 The Kinkaid School Inc 201 Kinkaid School Dr Houston TX 77024 760295523 501(c)(3) 4060905 0 Educational support 1 0 Part I, Line 2: The Kinkaid School Endowment Fund only makes grants to its supported organization, The Kinkaid School, Inc. The close relationship between the two organizations serves to monitor the use of the funds. 0 0 0 0 0 0 0 0 0 Joanne Margraves CFO 0 266958 0 10000 0 14179 0 24434 0 11616 0 327187 0 0 X 1 204037 NYSE 0 0 0 Form 990, Part III, Line 1 The Endowment assists The Kinkaid School, Inc. (the School) in attracting and retaining the best qualified teachers, in providing financial assistance to students who might not otherwise be able to attend the School, and promoting in any and all other ways the educational purposes and general welfare of the School. Form 990, Part VI, Section A, line 7a The Board of Directors consists of two classes of directors: School Directors and Public Directors. The Board of Directors consists of a total of 9 Directors - 5 School Directors and 4 Public Directors. Any vacancy in the office of School Director is filled from the members of the Board of Trustees of The Kinkaid School by a majority vote of all members of the School's Board then serving. Form 990, Part VI, Section B, line 11b Form 990 is reviewed by the CFO of The Kinkaid School, Inc. Prior to filing, the Form is made available to the Board of Directors at its annual meeting. Form 990, Part VI, Section B, line 12c All directors are required to annually complete a Conflict of Interest Disclosure form. Form 990, Part VI, Section C, line 19 These documents are made available upon request. Form 990, Part VII, Compensation Explanation: Joanne Margraves spends 40 hours per week in her position as CFO for The Kinkaid School. She receives no compensation for her service to The Kinkaid School Endowment Fund, Inc. The Kinkaid School Inc 201 Kinkaid School Dr Houston TX 77024 760295523 Education TX 501(c)(3) Line 2 N/A 0 The Kinkaid School Investments Foundation 201 Kinkaid School Dr Houston TX 77024 742177160 Receive gifts of realty & nonliquid assets for The Kinkaid School TX 501(c)(3) Line 12a, I The Kinkaid School Inc 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0