EPISCOPAL HEALTH FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EPISCOPAL HEALTH FOUNDATION (EIN 46-2599162)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202343149349305494
- Schema version
- 2022v5.0
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T16:53:48-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462599162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Episcopal Health Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EPIS | BusinessNameControlTxt |
| Phone | 7132250900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Fannin Ste 300 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ann Barnes | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 7132250900 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Ann | PersonFirstNm |
| Person Last | Barnes | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Ann Barnes | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Fannin Ste 300 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $55,124,556 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.episcopalhealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | To advance the Kingdom of God with specific focus on human health and well-being, through grants, research and initiatives in support of the mission of the Episcopal Diocese of Texas. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 40 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | -$43,279 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,500,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $131,508,452 | PYInvestmentIncomeAmt |
| CY Investment Income | $34,269,089 | CYInvestmentIncomeAmt |
| PY Other Revenue | $125,938 | PYOtherRevenueAmt |
| CY Other Revenue | $355,467 | CYOtherRevenueAmt |
| PY Total Revenue | $131,634,390 | PYTotalRevenueAmt |
| CY Total Revenue | $55,124,556 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $39,435,174 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $296,193,562 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,011,601 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,305,683 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,196,077 | PYOtherExpensesAmt |
| CY Other Expenses | $9,885,940 | CYOtherExpensesAmt |
| PY Total Expenses | $57,642,852 | PYTotalExpensesAmt |
| CY Total Expenses | $311,385,185 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $73,991,538 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$256,260,629 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,600,322,099 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,099,678,117 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,267,709 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,505,572 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,575,054,390 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,072,172,545 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To advance the Kingdom of God with specific focus on human health and well-being, through grants, research and initiatives in support of the mission of the Episcopal Diocese of Texas. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $298,596,689 | ExpenseAmt |
| Grant | $296,193,562 | GrantAmt |
| Desc | Episcopal Health Foundation works to improve the health of the 15 million people in the 80 counties of the Episcopal Diocese of Texas in furtherance of our mission and charter by making grants to qualified non-profit organizations and governmental entities. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,350,191 | ExpenseAmt |
| Desc | Episcopal Health Foundation works to improve the health of the 15 million people in the 80 counties of the Episcopal Diocese of Texas in furtherance of our mission and charter by conducting research and evaluation. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,188,411 | ExpenseAmt |
| Desc | Episcopal Health Foundation works to improve the health of the 15 million people in the 80 counties of the Episcopal Diocese of Texas in furtherance of our mission and charter through community and congregational engagement. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $306,135,291 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 50 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 40 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Linda Mitchell | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7135206444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 Texas Ave | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Elena M Marks | ||||||||
| President & CEO (to Sept 2022) | 50.00 | 0.00 | Yes (X) | Yes (X) | $505,288 | $0 | $63,354 | |
| Ann Barnes | ||||||||
| President & CEO (from Oct 2022) | 45.00 | 0.00 | Yes (X) | Yes (X) | $122,070 | $0 | $16,380 | |
| Rt Rev C Andrew Doyle | ||||||||
| Chair | 10.00 | 30.00 | Yes (X) | Yes (X) | $0 | $469,424 | $131,106 | |
| Linnet Deily | ||||||||
| Executive Chair | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Deborah Robinson | ||||||||
| Secretary | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Robert Blakely | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Maria Boyce | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rev Bill Carroll | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Scott Caven | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Catherine Crain | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Simone Flowers | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Roland Goertz | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Bill Montgomery | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Daisy Morales | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Precious Williams Owodunni | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rev Neil Willard | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rev Catherine Wright | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Linda Riley Mitchell | ||||||||
| Treasurer & CFO | 10.00 | 30.00 | Yes (X) | $0 | $366,951 | $33,004 | ||
| David Fisher | ||||||||
| Assistant Treasurer | 10.00 | 30.00 | Yes (X) | $0 | $190,626 | $22,751 | ||
| Shao-Chee Sim | ||||||||
| VP Research | 45.00 | 0.00 | $302,034 | $0 | $62,442 | Yes (X) | ||
| Jo Z Carcedo | ||||||||
| VP Grants | 40.00 | 0.00 | $299,556 | $0 | $42,699 | Yes (X) | ||
| Susybelle Gosslee | ||||||||
| Chief Administrative Officer | 45.00 | 0.00 | $281,356 | $0 | $60,581 | Yes (X) | ||
| Dale Dodds | ||||||||
| Director of Finance | 40.00 | 0.00 | $184,811 | $0 | $37,772 | Yes (X) | ||
| Robert Sasser | ||||||||
| Chief Communications Officer | 40.00 | 0.00 | $182,312 | $0 | $51,667 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,877,427 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,027,001 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $521,756 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Harvard TH Chan School of Public Healt | |||||
| 677 Huntington Ave | Boston | MA | 02115 | Consulting | $355,847 |
| Georgia State University | |||||
| PO Box 3999 | Atlanta | GA | 303023999 | Consulting | $327,355 |
| Ctr for Health Care Strategies | |||||
| 200 Amer Metro Blvd Ste 119 | Hamilton | NJ | 08619 | Consulting | $269,690 |
| Starling Advisors LLC | |||||
| 5150 Fair Oaks Blvd 116 | Carmichael | CA | 95608 | Consulting | $240,000 |
| Parkland Center for Clinical Innov | |||||
| 8435 N Stemmons Fwy Ste 1150 | Dallas | TX | 75247 | Consulting | $230,987 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $20,500,000 | AllOtherContributionsAmt |
| Total Contributions | $20,500,000 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,242,697 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$43,341 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,286,038 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,026,392 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,026,392 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,026,392 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $62 | UnrelatedBusinessRevenueAmt |
| Exclusion | $24,026,330 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Returned grant | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $355,467 | TotalRevenueColumnAmt |
| Exclusion | $355,467 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $355,467 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,124,556 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$43,279 | UnrelatedBusinessRevenueAmt |
| Exclusion | $34,667,835 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,193,562 | TotalAmt |
| Program Services | $296,193,562 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $707,092 | TotalAmt |
| Program Services | $565,674 | ProgramServicesAmt |
| Management And General | $141,418 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,538,633 | TotalAmt |
| Program Services | $2,838,768 | ProgramServicesAmt |
| Management And General | $699,865 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,753 | TotalAmt |
| Program Services | $262,919 | ProgramServicesAmt |
| Management And General | $64,834 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,384 | TotalAmt |
| Program Services | $374,040 | ProgramServicesAmt |
| Management And General | $92,344 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,821 | TotalAmt |
| Program Services | $213,159 | ProgramServicesAmt |
| Management And General | $52,662 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,170 | TotalAmt |
| Management And General | $38,170 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,790 | TotalAmt |
| Management And General | $39,790 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,593 | TotalAmt |
| Program Services | $175,593 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,188,819 | TotalAmt |
| Management And General | $2,188,819 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,397,012 | TotalAmt |
| Program Services | $800,851 | ProgramServicesAmt |
| Management And General | $596,161 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,185 | TotalAmt |
| Management And General | $92,185 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,388 | TotalAmt |
| Program Services | $14,920 | ProgramServicesAmt |
| Management And General | $88,468 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,152 | TotalAmt |
| Program Services | $275,380 | ProgramServicesAmt |
| Management And General | $55,772 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,158 | TotalAmt |
| Program Services | $217,026 | ProgramServicesAmt |
| Management And General | $68,132 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,192 | TotalAmt |
| Program Services | $60,850 | ProgramServicesAmt |
| Management And General | $10,342 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,738 | TotalAmt |
| Program Services | $160,052 | ProgramServicesAmt |
| Management And General | $55,686 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $561,945 | TotalAmt |
| Program Services | $467,303 | ProgramServicesAmt |
| Management And General | $94,642 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,316 | TotalAmt |
| Program Services | $16,108 | ProgramServicesAmt |
| Management And General | $81,208 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Research projects | $3,462,986 | $3,462,986 | |
| EDOT admin services | $737,592 | $737,592 | |
| Membership dues | $44,748 | $44,748 | |
| Prof development, educ. | $43,156 | $36,100 | $7,056 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,385,185 | TotalAmt |
| Program Services | $306,135,291 | ProgramServicesAmt |
| Management And General | $5,249,894 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,695,664 | BOYAmt |
| EOY | $15,771,422 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,267 | BOYAmt |
| EOY | $193,967 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,428 | BOYAmt |
| EOY | $220,176 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,397,374 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,146,908 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,710,073 | BOYAmt |
| EOY | $7,250,466 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,567,298,179 | BOYAmt |
| EOY | $1,071,513,496 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,421,488 | BOYAmt |
| EOY | $4,728,590 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,600,322,099 | BOYAmt |
| EOY | $1,099,678,117 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,055,222 | BOYAmt |
| EOY | $1,398,619 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,064,137 | BOYAmt |
| EOY | $20,958,603 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,148,350 | BOYAmt |
| EOY | $5,148,350 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,267,709 | BOYAmt |
| EOY | $27,505,572 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,575,054,390 | BOYAmt |
| EOY | $1,072,172,545 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,575,054,390 | BOYAmt |
| EOY | $1,072,172,545 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,600,322,099 | BOYAmt |
| EOY | $1,099,678,117 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$256,260,629 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$246,621,216 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Episcopal Diocese of Texas | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741143081 | EIN |
| Organization Type | 1 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $310,823,240 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $310,823,240 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Section A, Line 6 - Support Provided to Others | FormAndLineReferenceDesc |
| Explanation | The Foundation made grants to the organizations listed on Schedule I. Such grants were made in furtherance of the missions of both the Foundation and its supported organization. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,076 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $173,517 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $175,593 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $309,020,773 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $309,196,366 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $2,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $21,923 | CurrentYearMinus1Amt |
| Current Year | $175,593 | CurrentYearAmt |
| Total | $197,516 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $500,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $750,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $21,923 | CurrentYearMinus1Amt |
| Current Year | $2,076 | CurrentYearAmt |
| Total | $23,999 | TotalAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $750,000 | OtherCostOrOtherBasisAmt |
| Book Value | $750,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,705,422 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,442,582 | DepreciationAmt |
| Book Value | $6,262,840 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $727,096 | OtherCostOrOtherBasisAmt |
| Depreciation | $540,251 | DepreciationAmt |
| Book Value | $186,845 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $214,856 | OtherCostOrOtherBasisAmt |
| Depreciation | $164,075 | DepreciationAmt |
| Book Value | $50,781 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,250,466 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EH Investment Fund, LP | Desc |
| Book Value | $1,071,513,496 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,071,513,496 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Reserve for losses per Definitive Agreement | Desc |
| Amt | $5,148,350 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,148,350 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | -$193,685,479 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$246,621,216 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$246,621,216 | RevenueNotReportedAmt |
| Revenue Subtotal | $52,935,737 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,188,819 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,188,819 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $55,124,556 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $309,196,366 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $309,196,366 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,188,819 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $2,188,819 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $311,385,185 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (114 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Asian American Health Coal of Greater Houston Area (HOPE Clinic) | |||||||||
| 7001 Corporate Suite 120 | Houston | TX | 77036 | 311756818 | 501(c)(3) | $154,076 | $0 | Support Comprehensive Clinics | |
| Austin-Travis County MHMR Center dba Integral Care | |||||||||
| 1430 Collier Street | Austin | TX | 78704 | 741547909 | 501(c)(3) | $1,088,544 | $0 | Support Change in Healthcare Financing | |
| AVANCE Austin | |||||||||
| 745 Mansell Avenue | Austin | TX | 78702 | 911916705 | 501(c)(3) | $10,000 | $0 | Program Support | |
| Avenue 360 Health & Wellness | |||||||||
| 2150 West 18th Street Suite 300 | Houston | TX | 77008 | 760549240 | 501(c)(3) | $500,000 | $0 | Building Brain Development-Providers | |
| Avenue 360 Health & Wellness | |||||||||
| 2150 West 18th Street Suite 300 | Houston | TX | 77008 | 760549240 | 501(c)(3) | $700,000 | $0 | Support Comprehensive Clinics | |
| Avenue Community Development Corp | |||||||||
| 3517 Irvington Boulevard | Houston | TX | 77009 | 760380602 | 501(c)(3) | $600,000 | $0 | Raise Community Voices | |
| BakerRipley | |||||||||
| PO Box 231808 | Houston | TX | 77223 | 237062976 | 501(c)(3) | $500,000 | $0 | Raise Community Voices | |
| Bastrop County Cares | |||||||||
| PO Box 1148 | Bastrop | TX | 78602 | 473250104 | 501(c)(3) | $150,000 | $0 | Raise Community Voices | |
| Baylor College of Medicine | |||||||||
| One Baylor Plaza | Houston | TX | 77030 | 741613878 | 501(c)(3) | $300,000 | $0 | Building Brain Development-Providers | |
| Baylor College of Medicine | |||||||||
| One Baylor Plaza | Houston | TX | 77030 | 741613878 | 501(c)(3) | $620,402 | $0 | Expand Health Coverage & Benefits | |
| Baylor College of Medicine - Teen Health Clinic | |||||||||
| One Baylor Plaza | Houston | TX | 77030 | 741613878 | 501(c)(3) | $140,000 | $0 | Support Comprehensive Clinics | |
| Bishop Quin Foundation | |||||||||
| 1225 Texas Avenue | Houston | TX | 77002 | 746036471 | 501(c)(3) | $200,000,000 | $0 | Expand Health Coverage & Benefits | |
| Bishop Quin Foundation | |||||||||
| 1225 Texas Avenue | Houston | TX | 77002 | 746036471 | 501(c)(3) | $60,000,000 | $0 | Program Support | |
| Burke Center (MHMR) | |||||||||
| 2001 S Medford Drive | Lufkin | TX | 75901 | 751442393 | 501(c)(3) | $231,500 | $0 | Support Comprehensive Clinics | |
| Capital B News Inc | |||||||||
| 209 W 29th Street Suite 107 | New York | NY | 10001 | 853905902 | 501(c)(3) | $10,000 | $0 | Program Support | |
| Center for Public Policy Priorities (CPPP) dba Every Texan | |||||||||
| 7020 Easy Wind Drive Suite 200 | Austin | TX | 78752 | 742898197 | 501(c)(3) | $50,000 | $0 | Expand Health Coverage & Benefits | |
| Center for Urban Transformation | |||||||||
| 3300 Lyons Avenue Suite 300 | Houston | TX | 77020 | 842355032 | 501(c)(3) | $300,000 | $0 | Raise Community Voices | |
| Central Health | |||||||||
| 1111 E Cesar Chavez Street | Austin | TX | 78702 | 061730907 | 170(c)(1) | $600,000 | $0 | Support Change in Healthcare Financing | |
| Children's Defense Fund | |||||||||
| 840 First Street NE Suite 300 | Washington | DC | 20002 | 520895622 | 501(c)(3) | $150,000 | $0 | Raise Community Voices | |
| Children's Defense Fund | |||||||||
| 840 First Street NE Suite 300 | Washington | DC | 20002 | 520895622 | 501(c)(3) | $300,000 | $0 | Expand Health Coverage & Benefits | |
| City of Longview | |||||||||
| 300 W Cotton Street | Longview | TX | 75601 | 170(c)(1) | $100,000 | $0 | Support Change in Healthcare Financing | ||
| Communities for Better Health | |||||||||
| PO Box 550745 | Houston | TX | 77255 | 833457205 | 501(c)(3) | $130,000 | $0 | Raise Community Voices | |
| Communities Foundation of Texas Inc | |||||||||
| 5500 Caruth Haven Lane | Dallas | TX | 75225 | 750964565 | 501(c)(3) | $50,000 | $0 | Program Support | |
| CommUnityCare | |||||||||
| 2115 Kramer Suite 100 | Austin | TX | 78758 | 550853118 | 501(c)(3) | $57,441 | $0 | Work Upstream | |
| Dallas Area Interfaith | |||||||||
| 1104 Lupo Drive | Dallas | TX | 75207 | 752409130 | 501(c)(3) | $300,000 | $0 | Raise Community Voices | |
| Dell Medical School-The University of Texas at Austin | |||||||||
| Health Learning Building 1501 Red | Austin | TX | 78712 | 746000203 | 170(c)(1) | $100,000 | $0 | Support Change in Healthcare Financing | River St |
| East Harris County Empowerment Council | |||||||||
| 11821 East Freeway Suite 500 | Houston | TX | 77029 | 270377576 | 501(c)(3) | $400,000 | $0 | Raise Community Voices | |
| Easter Seals of Greater Houston | |||||||||
| 4888 Loop Central Drive Suite 200 | Houston | TX | 77081 | 741238418 | 501(c)(3) | $120,000 | $0 | Building Brain Development-Community Organizations | |
| Epiphany Community Health Outreach Services (ECHOS) | |||||||||
| 9600 S Gessner Bldg E | Houston | TX | 77071 | 760645238 | 501(c)(3) | $600,000 | $0 | Expand Health Coverage & Benefits | |
| Episcopal Diocese of Texas | |||||||||
| 1225 Texas Avenue | Houston | TX | 77002 | 741143081 | 501(c)(3) | $350,000 | $0 | Program Support | |
| Family Service Center Of Galveston County Texas | |||||||||
| 2200 Market Street Suite 600 | Galveston | TX | 77550 | 741157849 | 501(c)(3) | $476,550 | $0 | Support Comprehensive Clinics | |
| First3Years | |||||||||
| 15851 Dallas Pkwy Suite 106 | Addison | TX | 75001 | 752067421 | 501(c)(3) | $380,000 | $0 | Building Brain Development-Community Organizations | |
| First3Years | |||||||||
| 15851 Dallas Pkwy Suite 106 | Addison | TX | 75001 | 752067421 | 501(c)(3) | $10,000 | $0 | Program Support | |
| Fort Bend Family Health Center Inc dba AccessHealth | |||||||||
| 400 Austin Street | Richmond | TX | 77469 | 741951476 | 501(c)(3) | $500,000 | $0 | Work Upstream | |
| Fort Bend Family Health Center Inc dba AccessHealth | |||||||||
| 400 Austin Street | Richmond | TX | 77469 | 741951476 | 501(c)(3) | $70,000 | $0 | Work Upstream | |
| GAVA Go AustinVamos Austin | |||||||||
| 3710 Cedar Street Suite 230 | Austin | TX | 78705 | 830915321 | 501(c)(3) | $455,467 | $0 | Support Change in Healthcare Financing | |
| Georgetown Health Foundation | |||||||||
| 2425 Williams Drive Suite 101 | Georgetown | TX | 78628 | 742427148 | 501(c)(3) | $50,000 | $0 | Strengthen Rural Health | |
| Georgetown Health Foundation | |||||||||
| 2425 Williams Drive Suite 101 | Georgetown | TX | 78628 | 742427148 | 501(c)(3) | $100,000 | $0 | Support Change in Healthcare Financing | |
| Grantmakers in Health | |||||||||
| 1100 Connecticut Ave NW Suite 1100 | Washington | DC | 20036 | 133206571 | 501(c)(3) | $100,000 | $0 | Program Support | |
| Harris County Public Health | |||||||||
| 2223 West Loop South | Houston | TX | 77027 | 760454514 | 170(c)(1) | $243,540 | $0 | Support Comprehensive Clinics | |
| Heart of Texas Behavioral Health Network | |||||||||
| 110 S 12th Street | Waco | TX | 76701 | 741622958 | 501(c)(3) | $100,000 | $0 | Support Comprehensive Clinics | |
| Houston Area Urban League (HAUL) | |||||||||
| 1301 Texas Avenue | Houston | TX | 77002 | 741611455 | 501(c)(3) | $300,000 | $0 | Expand Health Coverage & Benefits | |
| Houston Health Foundation | |||||||||
| PO Box 20272 | Houston | TX | 77225 | 272920745 | 501(c)(3) | $447,474 | $0 | Building Brain Development-Providers | |
| Houston in Action Network | |||||||||
| 942 Hillstar St | Houston | TX | 77009 | 873022489 | 501(c)(3) | $250,000 | $0 | Raise Community Voices | |
| Katy Christian Ministries | |||||||||
| 5504 First Street | Katy | TX | 77493 | 760157123 | 501(c)(3) | $100,000 | $0 | Expand Health Coverage & Benefits | |
| Light & Salt Association | |||||||||
| 3535 Briarpark Drive Suite 135 | Houston | TX | 77042 | 760604950 | 501(c)(3) | $240,000 | $0 | Expand Health Coverage & Benefits | |
| Local Initiatives Support Corporation (LISC) | |||||||||
| 602 Sawyer Street Suite 205 | Houston | TX | 77008 | 133030229 | 501(c)(3) | $400,000 | $0 | Raise Community Voices | |
| Lone Star Circle of Care | |||||||||
| 205 East University Ave Suite 200 | Georgetown | TX | 78626 | 743001674 | 501(c)(3) | $500,000 | $0 | Work Upstream | |
| Lone Star Circle of Care | |||||||||
| 205 East University Ave Suite 200 | Georgetown | TX | 78626 | 743001674 | 501(c)(3) | $200,000 | $0 | Support Comprehensive Clinics | |
| Lone Star Circle of Care | |||||||||
| 205 East University Ave Suite 200 | Georgetown | TX | 78626 | 743001674 | 501(c)(3) | $200,000 | $0 | Work Upstream | |
| Lone Star Circle of Care | |||||||||
| 205 East University Ave Suite 200 | Georgetown | TX | 78626 | 743001674 | 501(c)(3) | $71,000 | $0 | Work Upstream | |
| Lone Star Family Health Center | |||||||||
| 605 S Conroe Medical Drive | Conroe | TX | 77304 | 300038860 | 501(c)(3) | $350,000 | $0 | Support Comprehensive Clinics | |
| Lone Star Family Health Center | |||||||||
| 605 S Conroe Medical Drive | Conroe | TX | 77304 | 300038860 | 501(c)(3) | $100,000 | $0 | Work Upstream | |
| Mama Sana Vibrant Woman | |||||||||
| PO Box 301018 | Austin | TX | 78703 | 455638520 | 501(c)(3) | $401,370 | $0 | Support Comprehensive Clinics | |
| Matagorda Episcopal Health Outreach Program | |||||||||
| 101 Avenue F North | Bay City | TX | 77414 | 200537948 | 501(c)(3) | $350,000 | $0 | Support Comprehensive Clinics | |
| Meadows Mental Health Policy Institute | |||||||||
| 2800 Swiss Ave | Dallas | TX | 75204 | 463992618 | 501(c)(3) | $400,000 | $0 | Building Brain Development-Providers | |
| Meadows Mental Health Policy Institute | |||||||||
| 2800 Swiss Ave | Dallas | TX | 75204 | 463992618 | 501(c)(3) | $90,540 | $0 | Building Brain Development-Community Organizations | |
| Mental Health America of Greater Houston | |||||||||
| 2211 Norfolk Street Suite 810 | Houston | TX | 77098 | 741272394 | 501(c)(3) | $600,000 | $0 | Support Comprehensive Clinics | |
| National Alliance on Mental Illness (NAMI) Texas | |||||||||
| PO Box 300817 | Austin | TX | 78703 | 742380175 | 501(c)(3) | $40,000 | $0 | Raise Community Voices | |
| Neighborhood Recovery CDC | |||||||||
| 5445 Almeda Road Suite 505 | Houston | TX | 77004 | 760377117 | 501(c)(3) | $320,000 | $0 | Raise Community Voices | |
| North Pasadena Community Outreach | |||||||||
| 705 1/2 Williams Street | Pasadena | TX | 77506 | 760560813 | 501(c)(3) | $469,600 | $0 | Expand Health Coverage & Benefits | |
| Northwest Assistance Ministries | |||||||||
| 15555 Kuykendahl Road | Houston | TX | 77090 | 760088702 | 501(c)(3) | $100,000 | $0 | Support Comprehensive Clinics | |
| Partners in Parenting | |||||||||
| PO Box 49877 | Austin | TX | 78765 | 300809437 | 501(c)(3) | $10,000 | $0 | Program Support | |
| People's Community Clinic | |||||||||
| 1101 Camino La Costa | Austin | TX | 78752 | 237087608 | 501(c)(3) | $387,751 | $0 | Building Brain Development-Providers | |
| People's Community Clinic | |||||||||
| 1101 Camino La Costa | Austin | TX | 78752 | 237087608 | 501(c)(3) | $290,574 | $0 | Support Comprehensive Clinics | |
| Philanthropy Southwest | |||||||||
| 624 North Good-Latimer Expressway | Dallas | TX | 75204 | 510163529 | 501(c)(3) | $100,000 | $0 | Program Support | |
| Planned Parenthood Gulf Coast Inc | |||||||||
| 4600 Gulf Freeway | Houston | TX | 77023 | 741100163 | 501(c)(3) | $625,000 | $0 | Support Comprehensive Clinics | |
| Planned Parenthood of Greater Texas | |||||||||
| 7424 Greenville Avenue Suite 206 | Dallas | TX | 75231 | 521243220 | 501(c)(3) | $825,000 | $0 | Support Comprehensive Clinics | |
| Project HOPE-The People to People Health Foundation | |||||||||
| 1220 19th Street NW Suite 800 | Washington | DC | 20036 | 530242962 | 501(c)(3) | $70,000 | $0 | Raise Community Voices | |
| Rice University | |||||||||
| 6100 Main Street Baker Hall MS-40 | Houston | TX | 77005 | 741109620 | 501(c)(3) | $10,000 | $0 | Program Support | |
| Rice University | |||||||||
| 6100 Main Street Baker Hall MS-40 | Houston | TX | 77005 | 741109620 | 501(c)(3) | $2,000,000 | $0 | Support Change in Healthcare Financing | |
| Rupani Foundation | |||||||||
| 8303 Southwest Freeway Ste 495 | Houston | TX | 77074 | 260476701 | 501(c)(3) | $600,000 | $0 | Building Brain Development-Community Organizations | |
| Santa Maria Hostel Inc | |||||||||
| 2605 Parker Road | Houston | TX | 77093 | 741669131 | 501(c)(3) | $500,000 | $0 | Building Brain Development-Community Organizations | |
| Seminary of the Southwest | |||||||||
| 501 E 32nd Street | Austin | TX | 78705 | 741238448 | 501(c)(3) | $3,000,000 | $0 | Strengthen Rural Health | |
| Special Health Resources for Texas Inc | |||||||||
| PO Box 2709 | Longview | TX | 75606 | 752405203 | 501(c)(3) | $350,000 | $0 | Support Comprehensive Clinics | |
| Special Health Resources for Texas Inc | |||||||||
| PO Box 2709 | Longview | TX | 75606 | 752405203 | 501(c)(3) | $125,000 | $0 | Work Upstream | |
| Spring Branch Community Health Center | |||||||||
| 800 W Sam Houston Parkway S Ste 200 | Houston | TX | 77042 | 300198705 | 501(c)(3) | $170,000 | $0 | Support Comprehensive Clinics | |
| Stephen F Austin Community Health Network | |||||||||
| 2552 E Broadway Suite 102 | Pearland | TX | 77581 | 412273820 | 501(c)(3) | $120,000 | $0 | Support Comprehensive Clinics | |
| Stephen F Austin Community Health Network | |||||||||
| 2552 E Broadway Suite 102 | Pearland | TX | 77581 | 412273820 | 501(c)(3) | $500,000 | $0 | Support Comprehensive Clinics | |
| Stephen F Austin Community Health Network | |||||||||
| 2552 E Broadway Suite 102 | Pearland | TX | 77581 | 412273820 | 501(c)(3) | $150,000 | $0 | Work Upstream | |
| Stephen F Austin Community Health Network | |||||||||
| 2552 E Broadway Suite 102 | Pearland | TX | 77581 | 412273820 | 501(c)(3) | $60,000 | $0 | Support Comprehensive Clinics | |
| Texans Care for Children | |||||||||
| 1016 La Posada Drive Suite 240 | Austin | TX | 78752 | 752687008 | 501(c)(3) | $50,000 | $0 | Building Brain Development-Providers | |
| Texans Care for Children | |||||||||
| 1016 La Posada Drive Suite 240 | Austin | TX | 78752 | 752687008 | 501(c)(3) | $10,000 | $0 | Building Brain Development-Providers | |
| Texas Association of Community Health Centers Inc | |||||||||
| 5900 Southwest Parkway Building 3 | Austin | TX | 78735 | 742308695 | 501(c)(3) | $750,000 | $0 | Support Change in Healthcare Financing | |
| Texas Association of Community Health Centers Inc | |||||||||
| 5900 Southwest Parkway Building 3 | Austin | TX | 78735 | 742308695 | 501(c)(3) | $85,000 | $0 | Expand Health Coverage & Benefits | |
| Texas Children's Hospital | |||||||||
| 1919 S Braeswood Blvd Suite 5214 | Houston | TX | 77030 | 741100555 | 501(c)(3) | $500,000 | $0 | Building Brain Development-Community Organizations | |
| Texas Democracy Foundation (for Public Health Watch) | |||||||||
| 54 Chicon Street | Austin | TX | 78702 | 742619883 | 501(c)(3) | $10,000 | $0 | Strengthen Rural Health | |
| Texas Network of Youth Services | |||||||||
| PO Box 26855 | Austin | TX | 78755 | 751791374 | 501(c)(3) | $150,000 | $0 | Raise Community Voices | |
| Texas Organization of Rural & Community Hospitals (TORCH) | |||||||||
| 3309 Forest Creed Dr Unit 305 | Round Rock | TX | 78664 | 208911377 | 501(c)(3) | $500,000 | $0 | Support Change in Healthcare Financing | |
| TexProtects (Texas Chapter of Prevent Child Abuse America) | |||||||||
| 3000 Pegasus Park Drive Suite 708 | Dallas | TX | 75247 | 461332547 | 501(c)(3) | $275,000 | $0 | Building Brain Development-Community Organizations | |
| The Beacon of Downtown Houston | |||||||||
| 1117 Texas Avenue | Houston | TX | 77002 | 710933434 | 501(c)(3) | $10,000 | $0 | Program Support | |
| The Beacon of Downtown Houston | |||||||||
| 1117 Texas Avenue | Houston | TX | 77002 | 710933434 | 501(c)(3) | $10,000 | $0 | Program Support | |
| The Harris Center for Mental Health and IDD | |||||||||
| 9401 Southwest Freeway | Houston | TX | 77074 | 741603950 | 501(c)(3) | $750,000 | $0 | Support Comprehensive Clinics | |
| The Immunization Partnership (TIP) | |||||||||
| PO Box 346 | Houston | TX | 77001 | 760695612 | 501(c)(3) | $450,000 | $0 | Raise Community Voices | |
| The Network Of Behavioral Health Providers Inc | |||||||||
| 9401 Southwest Freeway Suite 1242 | Houston | TX | 77074 | 753220882 | 501(c)(3) | $50,000 | $0 | Raise Community Voices | |
| The Network Of Behavioral Health Providers Inc | |||||||||
| 9401 Southwest Freeway Suite 1242 | Houston | TX | 77074 | 753220882 | 501(c)(3) | $1,000,000 | $0 | Support Change in Healthcare Financing | |
| The Rose | |||||||||
| 12700 N Featherwood Drive 260 | Houston | TX | 77034 | 760193812 | 501(c)(3) | $15,000 | $0 | Program Support | |
| The Rose | |||||||||
| 12700 N Featherwood Drive 260 | Houston | TX | 77034 | 760193812 | 501(c)(3) | $400,000 | $0 | Support Comprehensive Clinics | |
| The Texas A&M University System Health Science Center | |||||||||
| 8441 Riverside Pkwy Clinical | Bryan | TX | 77807 | 742907553 | 170(c)(1) | $100,000 | $0 | Support Change in Healthcare Financing | Building 1 Suite 3100 |
| The Texas Tribune | |||||||||
| 919 Congress Avenue Sixth Floor | Austin | TX | 78701 | 264527097 | 501(c)(3) | $100,000 | $0 | Program Support | |
| The University of Texas Health Science Center at Houston | |||||||||
| 7000 Fannin Suite 1200 | Houston | TX | 77030 | 741761309 | 170(c)(1) | $275,000 | $0 | Building Brain Development-Providers | |
| The University of Texas Health Science Center at Houston | |||||||||
| 7000 Fannin Suite 1200 | Houston | TX | 77030 | 741761309 | 170(c)(1) | $300,000 | $0 | Support Change in Healthcare Financing | |
| The University of Texas Health Science Center at Houston | |||||||||
| 7000 Fannin Suite 1200 | Houston | TX | 77030 | 741761309 | 170(c)(1) | $252,000 | $0 | Building Brain Development-Providers | |
| The University of Texas Health Science Center at Houston | |||||||||
| 7000 Fannin Suite 1200 | Houston | TX | 77030 | 741761309 | 170(c)(1) | $500,000 | $0 | Support Comprehensive Clinics | |
| Todos Juntos Learning Center | |||||||||
| PO Box 41213 | Austin | TX | 78704 | 463028927 | 501(c)(3) | $79,041 | $0 | Building Brain Development-Community Organizations | |
| United Way for Greater Austin | |||||||||
| 5930 Middle Fiskville Rd 5th Fl | Austin | TX | 78752 | 741193439 | 501(c)(3) | $858,063 | $0 | Work Upstream | |
| Vecino Health Centers | |||||||||
| 424 Hahlo Street | Houston | TX | 77020 | 760622208 | 501(c)(3) | $650,000 | $0 | Support Comprehensive Clinics | |
| Vose River Charitable Fund | |||||||||
| 7501 Wisconsin Ave Suite 1310E | Bethesda | MD | 20814 | 852817512 | 501(c)(3) | $125,000 | $0 | Raise Community Voices | |
| Waco Family Medicine | |||||||||
| 1600 Providence Drive | Waco | TX | 76707 | 742867580 | 501(c)(3) | $500,000 | $0 | Support Comprehensive Clinics | |
| Waco Family Medicine | |||||||||
| 1600 Providence Drive | Waco | TX | 76707 | 742867580 | 501(c)(3) | $380,000 | $0 | Support Comprehensive Clinics | |
| Waco Family Medicine | |||||||||
| 1600 Providence Drive | Waco | TX | 76707 | 742867580 | 501(c)(3) | $50,000 | $0 | Support Comprehensive Clinics | |
| Waco Foundation | |||||||||
| 800 Washington Ave | Waco | TX | 76701 | 746054628 | 501(c)(3) | $125,000 | $0 | Raise Community Voices | |
| Waco Foundation | |||||||||
| 800 Washington Ave | Waco | TX | 76701 | 746054628 | 501(c)(3) | $10,000 | $0 | Strengthen Rural Health | |
| Young Invincibles | |||||||||
| 401 Branard Street Suite 116 | Houston | TX | 77006 | 462214021 | 501(c)(3) | $40,000 | $0 | Raise Community Voices | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 84 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | The Foundation asks grant recipients to measure their success in attaining program goals. The purpose of asking for an evaluation plan in the application phase is to 1) encourage potential grantees to incorporate evaluation into their planning process from the inception of the program, and 2) to enable outcome measurement during and at the end of the grant period. The evaluation plan also sets the report criteria for the six-month and annual progress reports. The evaluation plan/report components include an outcomes statement (who or what is expected to change as a result of the grant), measurable goals for the project, activities to achieve the goals, information needed, methods to be used to gather the information and who will be responsible for gathering it. The six-month and annual progress reports accurately describe the progress towards the goals listed on the evaluation plan submitted with the original application and include an explanation of any variances from the goals or expected progress. |
| Part II, Line 1 | The grant to Rice University of $2,000,000, to support health-care policy research and improvement in the state of Texas, reported in Schedule I, Part II, Line 1, was made pursuant to written contract in September 2022, to be funded in two equal installments of $1,000,000 each in October of 2022 and 2023, respectively. The grant term is four years from October, 2022. The grant contract includes $400,000, of which $75,000 per year may (but is not required to) be used to fund the annual salary of the resident fellow, such position to be part-time (i.e., 25% of annual). The part-time resident fellow is Elena Marks, who retired as EHF President and CEO in October of 2022. EHF is providing this explanation to disclose these terms of the grant contract. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rt Rev C Andrew Doyle | ||||||||||||||
| Chair | $0 | $469,424 | $0 | $0 | $0 | $0 | $0 | $113,529 | $0 | $17,577 | $0 | $600,530 | $0 | $0 |
| Elena M Marks | ||||||||||||||
| President & CEO (to Sept 2022) | $444,788 | $0 | $0 | $0 | $60,500 | $0 | $41,156 | $0 | $22,198 | $0 | $568,642 | $0 | $0 | $0 |
| Linda Riley Mitchell | ||||||||||||||
| Treasurer & CFO | $0 | $366,951 | $0 | $0 | $0 | $0 | $0 | $29,529 | $0 | $3,475 | $0 | $399,955 | $0 | $0 |
| Shao-Chee Sim | ||||||||||||||
| VP Research | $302,034 | $0 | $0 | $0 | $0 | $0 | $27,183 | $0 | $35,259 | $0 | $364,476 | $0 | $0 | $0 |
| Jo Z Carcedo | ||||||||||||||
| VP Grants | $299,556 | $0 | $0 | $0 | $0 | $0 | $26,960 | $0 | $15,739 | $0 | $342,255 | $0 | $0 | $0 |
| Susybelle Gosslee | ||||||||||||||
| Chief Administrative Officer | $281,356 | $0 | $0 | $0 | $0 | $0 | $25,322 | $0 | $35,259 | $0 | $341,937 | $0 | $0 | $0 |
| Robert Sasser | ||||||||||||||
| Chief Communications Officer | $182,312 | $0 | $0 | $0 | $0 | $0 | $16,408 | $0 | $35,259 | $0 | $233,979 | $0 | $0 | $0 |
| Dale Dodds | ||||||||||||||
| Director of Finance | $184,811 | $0 | $0 | $0 | $0 | $0 | $16,633 | $0 | $21,139 | $0 | $222,583 | $0 | $0 | $0 |
| David Fisher | ||||||||||||||
| Assistant Treasurer | $0 | $190,626 | $0 | $0 | $0 | $0 | $0 | $17,156 | $0 | $5,595 | $0 | $213,377 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4a | FormAndLineReferenceDesc |
| Explanation | In lieu of an additional year of pension contributions and health insurance premiums, the organization paid Elena Marks a lump sum of $60,000 within fourteen days of the termination of her employment. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1a | Episcopal Health Foundation (EHF) has an Executive Committee that includes the Board Chair (who serves as Executive Committee Chair), the Executive Chair, and four other members of the Board appointed by the Chair of the Board. The Committee may meet at stated times or by notice. During intervals between meetings of the Board of Directors, the Executive Committee has and may exercise the powers of the Board of Directors in the management of the business and affairs of EHF. |
| Form 990, Part VI, Section A, line 2 | Bishop Andrew Doyle, David Fisher and Linda Mitchell are employed by the Episcopal Diocese of Texas in senior positions. |
| Form 990, Part VI, Section A, line 6 | The Episcopal Diocese of Texas is the sole member of EHF. The authority of the Diocese is vested in the Bishop, the Council of the Diocese, and a standing committee. |
| Form 990, Part VI, Section A, line 7a | EHF's sole member has the right to elect or remove directors of EHF. |
| Form 990, Part VI, Section A, line 7b | EHF's sole member must approve the following: 1. Amendments to the certificate of formation and bylaws; 2. The merger of EHF with any other organization or entity; 3. The conversion of EHF; 4. The sale, transfer, assignment, or disposition of substantially all of EHF's assets; and 5. The dissolution, winding up, and termination of EHF. |
| Form 990, Part VI, Section B, line 11b | EHF's President/CEO presents the draft 990 to the Board prior to filing with IRS. |
| Form 990, Part VI, Section B, line 12c | Each director, officer, and member of a committee is required to annually sign a statement which affirms that such person has received a copy of the COI policy, has read and understands the policy, and agrees to comply with the policy (including the requirement to disclose any potential conflicts). |
| Form 990, Part VI, Section B, line 15 | An independent consultant was retained to evaluate compensation for the President/CEO. The Compensation Committee meets to discuss the CEO's compensation which is ultimately approved by the Board of Directors. The independent consultant was also retained to evaluate compensation for senior management. The Compensation Committee meets to discuss the results of the seven leadership team members. Staff compensation is determined by the CEO. |
| Form 990, Part VI, Section C, line 19 | Available on EHF website and upon request at the front desk office of EHF. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Episcopal Diocese of Texas | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 Texas Avenue | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741143081 | EIN |
| Primary Activities | Church | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EH Investment Fund LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Maritime Plaza 6th Floor | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383930311 | EIN |
| Primary Activities | Investment | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Episcopal Health Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Excluded | PredominantIncomeTypeTxt |
| Share Of Total Income | $11,514,679 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,013,487,455 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| UBI Code V | -$43,279 | UBICodeVAmt |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.70910 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EH Investment Fund LP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $36,000,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part II - Related Tax-Exempt Organizations | FormAndLineReferenceDesc |
| Explanation | There are 239 brother-sister organizations controlled by the Episcopal Diocese of Texas which have not been reported on this schedule. | ExplanationTxt |