ROBERT & JANICE MCNAIR FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT & JANICE MCNAIR FOUNDATION (EIN 76-6050185)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349107705
- Schema version
- 2022v5.0
- Note
- A later return for the same period supersedes this one.
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T15:24:42-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIR STE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | 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 | 766050185 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Robert and Janice McNair Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KRISTI COOPER | InCareOfNm |
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 7133367884 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 N Post Oak Lane Suite 600 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mara Polk | PersonNm |
| Person Title | Officer of Trustee | PersonTitleTxt |
| Phone | 7133367800 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mara | PersonFirstNm |
| Person Last | Polk | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER D RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $257,241,954 | 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 | $2,093,646 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $54,145 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54,145 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,761,763 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,761,763 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,622,825 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,234,780 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,622,825 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $30,532,379 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,438,733 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $260,455 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $258,882 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $34,716 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $34,716 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $36,734 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $23,759 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,506 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,575 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,825 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,230,984 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $857,237 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $379,162 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $452,031 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50,877 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $18,506 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,964 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,003 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,213 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $144 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,469 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,081,253 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $910,083 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $779,897 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,576,855 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,576,855 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,658,108 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $910,083 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,356,752 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,874,271 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,528,650 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,967,518 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,954,963 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,954,963 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $65,786 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,259 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $65,786 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $65,786 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $254,862 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $42,214 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $42,214 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $318,106,731 | CorporateStockBOYAmt |
| Corporate Stock EOY | $251,178,991 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $251,178,991 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,750 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $324,334,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $257,241,954 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $257,241,954 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $284,806 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $149,146 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $284,806 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $149,146 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,628,435 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,628,435 | CapitalStockEOYAmt |
| Retained Earning BOY | $322,420,879 | RetainedEarningBOYAmt |
| Retained Earning EOY | $255,464,373 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $324,049,314 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $257,092,808 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $324,334,120 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $257,241,954 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $324,049,314 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,874,271 | ExcessRevenueOverExpensesAmt |
| Subtotal | $340,923,585 | SubtotalAmt |
| Other Decreases | $83,830,777 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $257,092,808 | 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 | $29,234,780 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,611,955 | CostOrOtherBasisAmt |
| Gain Or Loss | $24,622,825 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $24,622,825 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,622,825 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $382,648 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $382,648 | SubtotalAmt |
| Tax Based On Investment Income | $382,648 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $409,862 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $424,862 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $42,214 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $42,214 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.mcnairfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTI COOPER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7133367824 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 N POST OAK LANE STE 600 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (true) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Palmetto Trust Company LLC | ||||||||
| 109 N Post Oak Lane Ste 600 | houston | TX | 77024 | Trustee | 1.0 | $0 | $0 | $0 |
| Janice S McNair | ||||||||
| 109 N Post Oak Lane Ste 600 | Houston | TX | 77024 | Chair | 1.0 | $0 | $0 | $0 |
| HOLLY ALVIS | ||||||||
| 109 N Post Oak Lane Ste 600 | houston | TX | 77024 | VICE CHAIR | 1.0 | $0 | $0 | $0 |
| KRISTI S COOPER | ||||||||
| 109 N Post Oak Lane Ste 600 | houston | TX | 77024 | EXECUTIVE DIRECTOR | 40.0 | $260,455 | $36,734 | $8,020 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SNYDER CAPITAL MANAGEMENT LP | |||||
| 101 Mission Street STE 1400 | SAN FRANCISCO | CA | 94105 | INVESTMENT MANAGER | $438,800 |
| Fayez Sarofim & Co | |||||
| TWO HOUSTON CENTER STE 2907 | HOUSTON | TX | 77010 | INVESTMENT MANAGER | $363,439 |
| DR CHARLES NEBLETT | |||||
| 109 N POST OAK LANE STE 600 | HOUSTON | TX | 77024 | MEDICAL DIRECTOR | $294,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $275,855,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,638,236 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $281,494,050 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $281,494,050 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,222,411 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $277,271,639 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,863,582 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,863,582 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $382,648 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $382,648 | TotalTaxAmt |
| Distributable Before Adj | $13,480,934 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,480,934 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,480,934 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,356,752 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $12,356,752 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,480,934 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,186,570 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,429,012 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,209,911 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,437,987 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $505,382 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $36,768,862 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,356,752 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $12,356,752 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,124,182 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,124,182 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $35,644,680 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,062,388 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,582,292 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,429,012 | ExcessFromYear4Amt |
| Excess From Year3 | $11,209,911 | ExcessFromYear3Amt |
| Excess From Year2 | $4,437,987 | ExcessFromYear2Amt |
| Excess From Year1 | $505,382 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JANICE S MCNAIR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BCM - Neuromodulation (Dr Wayne Goodman) | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | HOUSTON | TX | 77030 | NONE | PC | Ongoing support toward the Neuromodulation Research Project led by Dr. Wayne Goodman. | $338,251 |
| BCM - Dr Barna Dudok | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | HOUSTON | TX | 77030 | NONE | PC | As a designated McNair Scholar at Baylor College of Medicine, Dr. Barna Dudok's research interest is focused on better understanding how GABAergic inhibitory interneurons shape circuit dynamics in healthy brains and in epilepsy. His goal is to identify optimal targets for neuromodulatory intervention and develop cell-type-specific strategies for inhibiting epilepsy | $500,000 |
| BCM - Dr Xiang Shawn Zhang | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | HOUSTON | TX | 77030 | NONE | PC | Dr. Xiang "Shawn" Zhang, a designated McNair Scholar at Baylor College of Medicine, conducts research with focuses on two general areas: breast cancer bone metastasis and tumor immunology. The long-term goal is to elucidate biological mechanisms and therapeutic strategies of metastasis, the major threat to the lives of solid cancer patients. | $250,000 |
| BCM - ImmunoEndo | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | HOUSTON | TX | 77030 | NONE | PC | Pilot project for McNair MD/Ph.D. Scholars in immuno/endo (FY23-H.Chan,L.Zhang). | $40,842 |
| BCM - Dr Sameer Anil Sheth | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | HOUSTON | TX | 77030 | NONE | PC | Dr. Sameer Anil Sheth, a designated McNair Scholar at Baylor College of Medicine, is pursuing wireless magnetoelectric stimulation for mental and cognitive disorders. | $21,914 |
| BCM - Dr Kara Marshall | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | HOUSTON | TX | 77030 | None | PC | Dr. Kara Marshall, a designated McNair Scholar at Baylor College of Medicine, studies mechancial interoception, which is the nervous system's representation of sensations from within the body. | $500,000 |
| BCM - Dr Mohit Khera | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | HOUSTON | TX | 77030 | NONE | PC | Support toward Dr. Mohit Khera's urology research. | $100,000 |
| BCM - Dr Trey Westbrook | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | HOUSTON | TX | 77030 | None | PC | Dr. Trey Westbrook, a designated McNair Scholar at Baylor College of Medicine, focuses on discovering the genes and mechanisms that drive breast cancer and developing the next generation of cancer medicines (7/8). | $100,000 |
| BCM - Dr T Dorina Papageorgiou | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | Houston | TX | 77030 | NONE | PC | Support toward Dr. Papageorgiou's research focused on investigational targeted brain neuro-therapeutics at Baylor College of Medicine. | $111,586 |
| BCM - McNair MDPhD Scholar Support | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | HOUSTON | TX | 77030 | NONE | PC | Provides scholarships to combined M.D./Ph.D. program students. | $342,025 |
| Brookwood Community | ||||||||
| 1752 FM 1489 | Brookshire | TX | 77423 | None | PC | Final installment toward Brookwood Community Citizen Scholarships. | $100,000 | |
| Crime Stoppers of Houston | ||||||||
| PO Box 541654 | Houston | TX | 77254 | None | PC | Crime Stoppers of Houston is Houston's top non-profit dedicated to public safety and since 1980 has remained committed to its mission to solve and prevent serious crime in the Greater Houston Area in partnership with citizens, media, and the criminal justice system. | $10,000 | |
| Easter Seals Greater Houston Inc | ||||||||
| 4888 Loop Central Drive Suite 200 | Houston | TX | 77081 | None | PC | Support toward the High School/High Tech program and the mission to provide exceptional, life-changing programs to veterans, children, and adults with all types of disabilities and their families so that they can live, learn, work, and play in our community. | $10,000 | |
| Glenwood Cemetery Historic Preservation Foundation | ||||||||
| 2525 Washington Avenue | Houston | TX | 77007 | None | PC | Annual operations grant toward the mission to preserve and enhance the beauty and historic integrity of Glenwood Cemetery through projects that are outside the scope of day-to-day operations. | $5,000 | |
| Houston Grand Opera | ||||||||
| 510 Preston St | Houston | TX | 77002 | None | PC | Support toward Houston Grand Opera's Holiday Operas. | $400,000 | |
| Houston Zoo - Centennial Campaign | ||||||||
| 1513 Cambridge Street | Houston | TX | 77030 | None | PC | Installment toward $3MM pledge to support the Centennial campaign "Keeping Our World Wild." | $1,081,444 | |
| Interfaith Ministries for Greater Houston | ||||||||
| 3303 Main Street | Houston | TX | 77002 | None | PC | Support toward Meals on Wheels assisting seniors in the community and the mission to bring people of diverse faith traditions together for dialogue, collaboration, and service, as a demonstration of our shared beliefs. | $10,000 | |
| Junior Achievement of Southeast Texas | ||||||||
| 2115 East Governors Circle | Houston | TX | 77092 | NONE | PC | Annual operations grant in support of the mission to inspire and prepare young people to succeed in a global economy. | $5,000 | |
| Kiawah Conservancy | ||||||||
| 80 Kestrel Ct | Kiawah Island | SC | 29455 | None | PC | Support for annual operations to provide the vision, leadership, and resources necessary to preserve and enhance Kiawah Island's unique balance of nature and development. | $1,000 | |
| Loving Houston | ||||||||
| 2916 W TC Jester No 200 | Houston | TX | 77018 | None | PC | Annual operations gift to support the mission of advancing community transformation in Greater Houston by helping churches serve local schools. | $50,000 | |
| Luis Palau Association | ||||||||
| PO Box 50 | Portland | OR | 97207 | None | PC | Support toward City Gospel Movement Fund and mission of commitment to proclaim the Good News, uniting the Church, and impacting cities worldwide. | $5,000 | |
| Malachi Destiny & Purpose | ||||||||
| PO Box 14012 | Houston | TX | 77221 | None | PC | Funds toward Cooz Summer Enrichment Program and the mission of outreach to inner-city disadvantaged families. | $15,000 | |
| Memorial Park Conservancy | ||||||||
| 7575 North Picnic Lane | Houston | TX | 77007 | NONE | PC | Annual operations grant to preserve, restore, and enhance Memorial Park for the enjoyment of all Houstonians, today and tomorrow, through exceptional park management and stewardship. | $10,000 | |
| The Mission of Yahweh | ||||||||
| 10247 Algiers Rd | Houston | TX | 77041 | None | PC | Support for Children's Program and the mission to empower, enrich, and restore the lives of homeless women and children at our faith-based shelter that provides outreach services to low-income communities. | $10,000 | |
| Northwood University | ||||||||
| 4000 Whiting Drive | Midland | MI | 48642 | None | PC | Support of the McNair Center for the Advancement of Free Enterprise and Entrepreneurship at Northwood University. | $200,000 | |
| William Marsh Rice University - MCE | ||||||||
| 6100 MAIN STREET | Houston | TX | 77005 | None | PC | Ongoing commitment in support of the McNair Center for Entrepreneurship and Economic Growth. | $400,000 | |
| William Marsh Rice University - McNair Scholars | ||||||||
| 6100 MAIN STREET | Houston | TX | 77005 | None | PC | Ongoing commitment to McNair Scholars Program Fund. | $118,000 | |
| SIRE | ||||||||
| PO Box 924067 | Houston | TX | 77292 | None | PC | Grant toward Equine-Assisted Learning Program in support of SIRE's mission to improve the quality of life for people with special needs through therapeutic horsemanship activities and therapies, and educational outreach. | $19,000 | |
| Small Steps Nurturing Center | ||||||||
| 2902 Jensen Drive | Houston | TX | 77026 | None | PC | Support toward Speech Therapy for the 2022-2023 school year and the mission to provide an exemplary early childhood program that instills and fosters the social, emotional, physical, intellectual, and spiritual growth of economically at-risk children and their families. | $10,000 | |
| Souper Bowl of Caring | ||||||||
| 6260 Westpark Drive Suite 260 | Houston | TX | 77057 | None | PC | Annual operations grant to support the mission of uniting all communities to tackle hunger. | $10,000 | |
| The Prayer Institute | ||||||||
| 6011 West Orem Dr | Houston | TX | 77085 | None | PC | Support toward TPI Programming (social media/digital strategy) and mission to pray and teach people how to pray. | $25,000 | |
| United Way of Greater Houston | ||||||||
| PO Box 3247 | Houston | TX | 77253 | None | PC | Annual operating gift to Alexis de Tocqueville Society of United Way of Greater Houston in support of their mission "We work together to improve lives, build a stronger community, and create meaningful opportunities for people to prosper." | $250,000 | |
| Institute for Humane Studies-George Mason Univ | ||||||||
| Vernon Smith Hall 1st Floor | 3434 Washington Blvd | Arlington | VA | 22201 | None | PC | Annual operations grant in support of the mission to support and partner with professors to promote the teaching and research of classical liberal ideas and to advance higher education's core purpose of intellectual discovery and human progress. | $10,000 |
| The Philanthropy Roundtable | ||||||||
| 1120 20th Street NW Suite 550 Sout | Washington | DC | 20036 | None | PC | Annual grant in support of mission to foster excellence in philanthropy, protect philanthropic freedom, and help donors advance liberty, opportunity, and personal responsibility. | $1,000 | |
| The Workfaith Connection | ||||||||
| 4555 Dacoma Suite 200 | Houston | TX | 77092 | None | PC | Support toward mission to provide faith-based training and coaching for anyone who desires long-term employment. | $10,000 | |
| Brookwood Community | ||||||||
| 1752 FM 1489 | Brookshire | TX | 77423 | None | PC | Final installment toward pledge to Brookwood and Beyond Capital Campaign including the Education and Enterprise Building (Phase VIII Capital Campaign). | $100,000 | |
| Spoleto Festival USA | ||||||||
| 14 George Street | Charleston | SC | 29401 | None | PC | Support toward 2022 Bank of America Chamber Music series. | $30,000 | |
| Charleston Collegiate School | ||||||||
| 2024 Academy Drive | Johns Island | SC | 29455 | None | PC | Support of Charleston Collegiate School Scholarship Program and the school's mission to inspire students to become passionate, lifelong learners by empowering them with knowledge, creativity, curiosity, and confidence to mindfully embrace the opportunities of tomorrow. | $50,000 | |
| Houston Baptist University | ||||||||
| 7502 Fondren Road | Houston | TX | 77074 | None | PC | Support toward McNair Center for Entrepreneurship and Free Enterprise (FY23). | $200,000 | |
| USC Educational Foundation - McNair Scholarship Fu | ||||||||
| 1600 Hampton Street Suite 736 | Columbia | SC | 29208 | None | PC | Support toward the McNair Scholarship Fund. | $678,000 | |
| USC Educational Foundation - McNair Scholarship | ||||||||
| 1600 Hampton Street Suite 736 | Columbia | SC | 29208 | None | PC | Support toward the McNair Scholarship Fund. | $374,000 | |
| USC Educational Foundation - McNair Recruitment | ||||||||
| 1600 Hampton Street Suite 736 | Columbia | SC | 29208 | None | PC | Contribution toward McNair Recruitment Fund. | $270,359 | |
| USC Educational Foundation - McNair Scholars Enric | ||||||||
| 1600 Hampton Street Suite 736 | Columbia | SC | 29208 | None | PC | Contribution to McNair Scholars Enrichment Fund. | $180,000 | |
| University of St Thomas | ||||||||
| 3800 Montrose Boulevard | Houston | TX | 77006 | None | PC | Support toward the McNair Center for Free Enterprise and Entrepreneurship. | $187,540 | |
| Texas A&M Univ-Kingsville Foundation-Kleberg | ||||||||
| PO Box 2202 | Kingsville | TX | 78363 | None | PC | Support toward the Caesar Kleberg Wildlife Research Institute Fund, Quail Covey Research Fund, and the mission to provide science-based information for enhancing the conservation and management of wildlife in South Texas and related environment. | $5,000 | |
| Mother Emanuel Memorial Foundation | ||||||||
| PO Box 242 | Charleston | SC | 29402 | NONE | PC | Assistance to build the Emanuel Nine Memorial and support of the mission to honor the lives of the Emanuel Nine while celebrating God's perfect love in the act of forgiveness. | $200,000 | |
| Prayers of the People | ||||||||
| PO Box 22262 | Houston | TX | 77227 | None | PC | Grant toward The Community Bridges of Faith in Medicine: Greater West Houston Response Program and the mission to provide spiritual care and community resources through specially trained spiritual care volunteers serving in health care settings around the world. | $5,000 | |
| Goodwill Industries of Houston | ||||||||
| 1140 West Loop North | Houston | TX | 77055 | None | PC | Annual operations gift to support the mission to educate, train, and hire individuals with barriers to employment to help them thrive. "We connect people, families, and communities to improve lives and meet the workforce needs of today and tomorrow." | $10,000 | |
| Children At Risk | ||||||||
| 2900 Weslayan St Suite 400 | Houston | TX | 77027 | None | PC | Grant toward "Empowering Schools to Improve the Quality of Education for Latino Students-Phase 2". (2/3) | $100,000 | |
| Bridges To Life | ||||||||
| PO Box 570895 | Houston | TX | 772570895 | None | PC | Support of mission to connect communities to prisons to reduce the recidivism rate (particularly that resulting from violent crimes), reduce the number of crime victims, and enhance public safety. | $10,000 | |
| College of Biblical Studies | ||||||||
| 7000 Regency Square Blvd | Houston | TX | 77036 | None | PC | Operations grant in support of the mission to glorify God by educating and equipping multiethnic Christian leaders to impact the world for Christ. | $10,000 | |
| Scripture Awakening | ||||||||
| 7941 Katy Fwy 447 | Houston | TX | 77024 | None | PC | Annual operations grant in support of the mission to provide resources to equip people to READ, STUDY, and LIVE God's Word, awakening people to its transformative power for life, community, and world. | $10,000 | |
| Fuller Theological Seminary | ||||||||
| The Fuller Foundation | 135 North Oakland Avenue | Pasadena | CA | 91182 | None | PC | Gift toward Vocational Formation for a Changing World of Work in Fuller's De Pree Center for Leadership which equips marketplace leaders as they wrestle with how to integrate faith and work in a rapidly changing world.(2/3) | $116,539 |
| Fellowship of Christian Athletes | ||||||||
| 8701 Leeds Road | Kansas City | MO | 641291680 | None | PC | Annual operations grant in support of the mission to lead every coach and athlete into a growing relationship with Jesus Christ and His church. | $25,000 | |
| American Bible Society | ||||||||
| 101 North Independence Mall East FL | Philadelphia | PA | 181062155 | None | PC | Grant to fund the Faith and Liberty Discovery Center. | $25,000 | |
| USC Educational Foundation-MI for Entrepreneurism | ||||||||
| 1600 Hampton Street Suite 736 | Columbia | SC | 29208 | None | PC | Contribution toward McNair Institute for Entrepreneurism & Free Enterprise Operations. | $400,000 | |
| Pro-Vision Inc | ||||||||
| 4590 Wilmington Street | Houston | TX | 77051 | None | PC | Final installment to support the Housing Development Program and POET Capital Campaign, furthering the mission to inspire hope and purpose in young people through access to academic, economic, and social enrichment opportunities. | $50,000 | |
| Hope Biosciences Stem Cell Research Foundation | ||||||||
| c/o Greater Houston Community Found | 515 Post Oak Blvd Suite 1000 | Houston | TX | 77027 | NONE | PC | Grant toward study to assess stem cells for Multiple Sclerosis (MS). | $100,000 |
| Central Houston Civic Improvement Inc | ||||||||
| 1221 McKinney Suite 4250 | Houston | TX | 77010 | NONE | PC | Grant toward the Lynn Wyatt Square for the Performing Arts in support of the mission to ensure the continued vitality and development of downtown and the central city that is critical to the continued health and growth of Houston. | $25,000 | |
| Intercollegiate Studies Institute | ||||||||
| FM Kirby Campus | 3901 Centerville Road | Wilmington | DE | 19807 | NONE | PC | Grant toward Texas Liberty Educational Initiative and the mission to inspire college students to discover, embrace, and advance the principles and virtues that make America free and prosperous. | $100,000 |
| The University of Texas Foundation Inc-PRI Award | ||||||||
| 9011 Mountain Ridge Drive Suite 15 | AUSTIN | TX | 78759 | NONE | PC | Support to The University of Texas Health Science Center at Houston and its study of AI-based methods for advancing endometriosis treatments. | $409,000 | |
| Home Encouragement | ||||||||
| 2910 Commercial Center Blvd Suite | Katy | TX | 77494 | NONE | PC | Support toward mission to help stabilize Houston communities by strengthening marriages. | $5,000 | |
| Lees-McRae College | ||||||||
| PO Box 128 | Banner Elk | NC | 286040128 | NONE | PC | Grant toward High Country Home Scholarship. | $100,000 | |
| William Marsh Rice University | ||||||||
| 6100 MAIN STREET | Houston | TX | 77005 | NONE | PC | Support toward project Wireless Magnetoelectric Stimulation for Mental and Cognitive Disorders. | $133,500 | |
| Hermann Park Conservancy | ||||||||
| 1700 Hermann Drive | Houston | TX | 77004 | NONE | PC | Support toward 2022 Kite Festival. Hermann Park Conservancy is a citizens' organization dedicated to the stewardship and improvement of Hermann Park - today and for generations to come. | $5,000 | |
| SIRE | ||||||||
| PO Box 924067 | Houston | TX | 77092 | None | PC | Operations grant toward the mission to improve the quality of life for people with special needs through therapeutic horsemanship activities and therapies, and educational outreach. | $5,000 | |
| USC Educational Foundation - McNair Scholarship | ||||||||
| 1600 Hampton Street Suite 736 | Columbia | SC | 29208 | NONE | PC | Support toward the McNair Scholarship Fund. | $671,000 | |
| Houston Christian University | ||||||||
| 7502 Fondren Road | Houston | TX | 77074 | NONE | PC | Support for the Morris Family Center for Law & Liberty. | $1,041,666 | |
| SIRE | ||||||||
| PO Box 924067 | Houston | TX | 77092 | NONE | PC | Grant toward Equine-Assisted Learning Program in support of SIRE's mission to improve the quality of life for people with special needs through therapeutic horsemanship activities and therapies, and educational outreach. | $92,000 | |
| Lees-McRae College | ||||||||
| PO Box 128 | Banner Elk | NC | 28604 | NONE | PC | Grant toward High Country Home Scholarship (2023-24). | $100,000 | |
| The University of Texas Foundation Inc | ||||||||
| 9011 Mountain Ridge Drive Suite 15 | Austin | TX | 78759 | NONE | PC | Grant toward MD Anderson McNair Scholar (Chirag Patel) and mission to eliminate cancer in Texas, the nation, and the world through outstanding programs that integrate patient care, research, and prevention, and through education for undergraduate and graduate students, trainees, professionals, employees, and the public. | $125,000 | |
| USC Educational Foundation - McNair Scholarship | ||||||||
| 1600 Hampton Street Suite 736 | Columbia | SC | 29208 | NONE | PC | Support toward the McNair Scholarship Fund. | $11,000 | |
| BCM - Dr Ben Arenkiel | ||||||||
| One Baylor Plaza | MS BCM160 | Houston | TX | 77030 | NONE | PC | Dr. Ben Arenkiel, a designated McNair Scholar at Baylor College of Medicine, uses the mouse model and the feature of adult neurogenesis to investigate how neural stem cells continually form new synapses and circuits in the adult brain. The long-term goal of his research program is to devise new methods to repair or replace damaged and diseased nervous tissue. | $100,000 |
| BCM - Dr Nuo Li | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | Houston | TX | 77030 | NONE | PC | At Baylor, Li's research is aimed at understanding the neural circuits involved in the planning and execution of voluntary movements. Through this work, he aims to develop a platform in which abnormalities in brain circuits underlying cognitive disorders could be quantitatively examined. | $50,000 |
| BCM - Dr Xiang Zhang | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | Houston | TX | 77030 | NONE | PC | Dr. Xiang Zhang, a Designated McNair Scholar, is focusing on breast cancer. | $127 |
| BCM - McNair Symposium | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | Houston | TX | 77030 | NONE | PC | Funds to support the annual McNair Symposium. | $7,000 |
| BCN - Dr Xiaoming Guan | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | HOUSTON | TX | 77030 | NONE | PC | Dr. Xiaoming Guan is developing AI-based methods for advancing endometriosis treatments. | $98,101 |
| BCM - Dr Chris Verrico | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | Houston | TX | 77030 | NONE | PC | Dr. Chris Verrico is conducting pain management research. | $291,961 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,576,855 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLUMBIA COLLEGE | |||||||
| 1301 COLUMBIA COLLEGE DRIVE | COLUMBIA | SC | 29203 | NONE | PC | COMMITMENT TOWARD COLLEGE PARK UMC RENOVATION. | $0 |
| RICE UNIVERSITY | |||||||
| 6100 MAIN STREET | HOUSTON | TX | 77005 | NONE | PC | COMMITMENT TOWARD MEDICAL RESEARCH PROJECT RELATED TO NEUROENGINEERING. | $0 |
| THE UNIVERSITY OF TEXAS FOUNDATION - FBO HEALTH | |||||||
| 9011 Mountain Ridge Drive Suite 15 | AUSTIN | TX | 78759 | NONE | PC | COMMITMENT TOWARD MEDICAL RESEARCH PROJECT RELATED TO NEUROMODULATION. | $0 |
| HOPE MEDIA GROUP | |||||||
| 1722 TREBLE DRIVE | HUMBLE | TX | 77338 | NONE | PC | COMMITMENT TOWARD VIDA UNIDA CHRISTIAN RADIO STATION OPERATIONS. | $0 |
| JUNIOR ACHIEVEMENT OF SOUTHEAST TEXAS INC | |||||||
| 2115 East Governors Circle | HOUSTON | TX | 77092 | NONE | PC | COMMITMENT TOWARD TECHNOLOGY AND INNOVATION FUND TO support the mission to inspire and prepare young people to succeed in a global economy. | $0 |
| 35 MINISTRIES | |||||||
| 2248 CENTRAL DR STE 107 PMB 221 | BEDFORD | TX | 76021 | NONE | PC | COMMITMENT TOWARD MARRIAGE WORKSHOPS FOR FIRST RESPONDERS. | $0 |
| YMCA OF GREATER HOUSTON | |||||||
| 1003 WASHINGTON AVE | HOUSTON | TX | 77002 | NONE | PC | COMMITMENT TOWARD MEMBERSHIP SCHOLARSHIPS FOR FAMILIES AT TEXANS Y. | $0 |
| BIG BROTHERS BIG SISTERS LONE STAR | |||||||
| 2600 NORTH LOOP WEST 300 | HOUSTON | TX | 77092 | NONE | PC | COMMITMENT TOWARD ANNUAL OPERATIONS TO SUPPORT THE MISSION OF HELPING CHILDREN REALIZE THEIR POTENTIAL AND BUILD THEIR FUTURES THROUGH MENTORSHIP. | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,215,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,145 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,761,763 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,622,825 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,438,733 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,438,733 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Janice S McNair | ||||||
| 1 | 109 N Post Oak Lane Ste 600 | Houston | TX | 77024 | $1,999,896 | Yes (X) |
| David Weekley | ||||||
| 2 | 109 N Post Oak Lane Ste 600 | Houston | TX | 77024 | $93,750 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,650 | Amt |
| Net Investment Income | $1,825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,825 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (3 entries)
| ExplanationExplanationTxt |
|---|
| SNYDER CAPITAL MANAGEMENT LP |
| SNYDER CAPITAL MANAGEMENT LP IS A SMALL-CAP EQUITY MANAGER FOR THE FOUNDATION. |
| Fayez Sarofim Co |
| FAYEZ SAROFIM & CO. IS AN INVESTMENT MANAGER FOR THE FOUNDATION. |
| DR CHARLES NEBLETT |
| DR. NEBLETT HAS BEEN ENGAGED TO SERVE AS THE FOUNDATION'S MEDICAL DIRECTOR, WHERE HE OVERSEES THE MCNAIR MEDICAL INSTITUTE MEDICAL RESEARCH PROGRAMS. THE PURPOSE OF THE INSTITUTE'S MEDICAL RESEARCH PROGRAMS ARE TO ESTABLISH TRANSLATIONAL MEDICAL AND SCIENCE RESEARCH PROJECTS. |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FAYEZ SAROFIM EQUITIES-SEE ATT | $103,812,860 | $103,812,860 |
| SNYDER CAPITAL EQUITIES-SEE AT | $45,053,168 | $45,053,168 |
| GOLDMAN SACHS & CO-SEE ATT | $102,312,963 | $102,312,963 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,506 | LegalFeesAmt |
| Disbursements Charitable Prps | $13,575 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $2,750 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | YTD UNREALIZED GAIN FMV EQUITIES | Desc |
| Amt | $83,830,777 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES & SMALL EQUIPMENT | $288 | $144 | $144 |
| MEMBERSHIPS & SEMINARS | $710 | $710 | |
| POSTAGE AND DELIVERY | $430 | $389 | |
| IT COSTS | $25,705 | $25,735 | |
| DATA COMMUNICATIONS (CELLULAR) | $2,672 | $3,076 | |
| INSURANCE | $109 | $109 | |
| PAYROLL SERVICES | $2,196 | $2,190 | |
| HR ADMIN & OTHER COSTS | $3,088 | $3,088 | |
| RECRUITING/HIRING EXPENSE | $74 | $74 | |
| BUSINESS GIFTS | $2,327 | $2,327 | |
| OTHER GENERAL & ADMIN EXPENSE | $326 | $326 | |
| EMPLOYEE GIFTS | $118 | $131 | |
| FRINGE BENEFITS GYM MEMBERSHIP | $170 | $170 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc |
|---|
| SECURITIES LITIGATION PROCEEDS |
| OTHER MISCELLANEOUS INCOME |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CONSULTING FEES | $802,239 | $802,239 | |
| PROGRAM CONSULTING FEES | $318,750 | $318,750 | |
| MANAGEMENT FEES | $109,995 | $54,998 | $60,412 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INC. | $382,648 | ||
| FOREIGN DIVIDEND WITHHOLDING | $50,877 | $50,877 | |
| PAYROLL TAXES | $18,506 | $18,506 |