THE POWELL FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: THE POWELL FOUNDATION (EIN 74-6104592)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-05-06
IRS object ID: 202531269349103208
Schema version: 2024v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Legal Fees Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-06T16:08:58-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	760269860	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Blazek & Vetterling	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2900 Weslayan Suite 200	AddressLine1Txt
City	Houston	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77027	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	746104592	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Powell Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	POWE	BusinessNameControlTxt
Phone	7135237557	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2001 Kirby Drive 1011	AddressLine1Txt
City	Houston	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77019	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Katherine Osborne Valdez	PersonNm
Person Title	President/Director	PersonTitleTxt
Phone	7135237557	PhoneNum
Signature	2025-05-06	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Barbara Murphy	PreparerPersonNm
PTIN	P01386215	PTIN
Phone	7134395739	PhoneNum
Preparation	2025-04-23	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$451,534,153	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$192,493	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$192,493	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$5,995,061	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$5,995,061	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$29,892,901	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$71,573,120	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$29,892,901	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$36,080,455	TotalRevAndExpnssAmt
Total Net Invst Incm	$36,080,455	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$86,222	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$4,733	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$81,489	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$942,601	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$47,130	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$895,471	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$274,041	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$13,560	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$260,468	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$11,434	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$12,780	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$31,600	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$15,800	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$16,100	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$820,048	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$737,937	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$87,972	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$607,145	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$119,049	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss	$107,313	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$5,366	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$92,062	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$58,360	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$2,710	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$56,945	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$74,134	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$19,331	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$57,347	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$3,012,898	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$965,616	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,560,634	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$18,687,732	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$18,465,732	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$21,700,630	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$965,616	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$20,026,366	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$14,379,825	ExcessRevenueOverExpensesAmt
Net Investment Income	$35,114,839	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$975,934	CashBOYAmt
Cash EOY	$968,558	CashEOYAmt
Cash EOYFMV	$968,558	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$4,242,533	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,047,999	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,047,999	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY	$102,156	AcctRcvblBOYAmt
Prepaid Expenses BOY	$36,798	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$48,424	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$48,424	PrepaidExpensesEOYFMVAmt
US Government Obligations BOY	$3,184,289	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$7,353,624	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$7,353,624	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$391,323,962	CorporateStockBOYAmt
Corporate Stock EOY	$425,127,438	CorporateStockEOYAmt
Corporate Stock EOYFMV	$425,127,438	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$20,887,070	CorporateBondsBOYAmt
Corporate Bonds EOY	$16,518,110	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$16,518,110	CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$470,000	LandBldgEquipCostOrOtherBssAmt
Land BOY	$470,000	LandBOYAmt
Land EOY	$470,000	LandEOYAmt
Land EOYFMV	$470,000	LandEOYFMVAmt
Total Assets BOY	$421,222,742	TotalAssetsBOYAmt
Total Assets EOY	$451,534,153	TotalAssetsEOYAmt
Total Assets EOYFMV	$451,534,153	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$108,948	AccountsPayableBOYAmt
Accounts Payable EOY	$198,911	AccountsPayableEOYAmt
Grants Payable BOY	$1,273,000	GrantsPayableBOYAmt
Grants Payable EOY	$1,495,000	GrantsPayableEOYAmt
Total Liabilities BOY	$1,381,948	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,693,911	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$419,840,794	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$449,840,242	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$419,840,794	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$449,840,242	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$421,222,742	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$451,534,153	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$419,840,794	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$14,379,825	ExcessRevenueOverExpensesAmt
Other Increases	$15,619,623	OtherIncreasesAmt
Subtotal	$449,840,242	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$449,840,242	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
Publicly traded securities	$66,028,321	$41,680,219	$24,348,102	$24,348,102
Capital gain distributions	$5,544,799		$5,544,799	$5,544,799	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$29,892,901	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$488,096	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$488,096	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$488,096	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$300,000	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$300,000	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Tax Due	$188,096	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	TX	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	www.powellfoundation.org	WebsiteAddressTxt
Individual With Books	Eleisha Nelson-Reed	IndividualWithBooksNm
Phone	7135237557	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2001 Kirby Drive Suite 1011	AddressLine1Txt
City	Houston	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77019	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
Katherine Osborne Valdez
2001 Kirby Drive Suite 1011	Houston	TX	77019	Board President/Director	16.00	$86,222	$3,449	$0
Ben H Powell V
2001 Kirby Drive Suite 1011	Houston	TX	77019	VP/Asst Treasurer/Director	2.00	$0	$0	$0
Charles F Caldwell
2001 Kirby Drive Suite 1011	Houston	TX	77019	Secretary/Director	2.00	$0	$0	$0
Harvin C Moore IV
2001 Kirby Drive Suite 1011	Houston	TX	77019	Treasurer	1.00	$0	$0	$0
Terry Bruner
2001 Kirby Drive Suite 1011	Houston	TX	77019	Director	2.00	$0	$0	$0
Christopher D Casey II
2001 Kirby Drive Suite 1011	Houston	TX	77019	Director	1.00	$0	$0	$0
Marian M Casey
2001 Kirby Drive Suite 1011	Houston	TX	77019	Director	4.00	$0	$0	$0
Thao Costis
2001 Kirby Drive Suite 1011	Houston	TX	77019	Director	3.00	$0	$0	$0
E Inez Hill
2001 Kirby Drive Suite 1011	Houston	TX	77019	Director	1.00	$0	$0	$0
Katherine P Hill
2001 Kirby Drive Suite 1011	Houston	TX	77019	Director	1.00	$0	$0	$0
Elizabeth K Moore
2001 Kirby Drive Suite 1011	Houston	TX	77019	Director	1.00	$0	$0	$0
Ben H Powell VI
2001 Kirby Drive Suite 1011	Houston	TX	77019	Director	2.00	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
Eleisha Nelson-Reed
2001 Kirby Drive Suite 1011	Houston	TX	77019	Executive Director	40.00	$274,669	$37,981	$0
Anne Kuo Phan
2001 Kirby Drive Suite 1011	Houston	TX	77019	Controller	40.00	$137,564	$17,948	$0
Angel Harvey King
2001 Kirby Drive Suite 1011	Houston	TX	77019	Senior Program Offic	40.00	$126,499	$25,818	$0
Kate A Shannon
2001 Kirby Drive Suite 1011	Houston	TX	77019	Director, Grants Adm	40.00	$96,941	$40,848	$0
Makia A Thomas
2001 Kirby Drive Suite 1011	Houston	TX	77019	Program Officer	40.00	$113,456	$18,947	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	3	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Fayez Sarofim & Co	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	909 Fannin St	AddressLine1Txt
City	Houston	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77010	ZIPCd

Field	Value	IRS element (for citing)
Service Type	Investment management	ServiceTypeTxt
Compensation	$737,937	CompensationAmt

Field	Value	IRS element (for citing)
Contractor Paid Over50k	1	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	Gibbs-Powell House: Preserving a local historic landmark, providing opportunities for education regarding Walker County's history, and making the landmark open to the public. The Gibbs-Powell House is leased to Walker County and is managed and operated by the Walker County Historical Commission as the Gibbs-Powell House and Walker County Museum.	Description1Txt
Expenses1	$8,698	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$444,732,906	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$4,755,233	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$449,488,139	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$449,488,139	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$6,742,322	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$442,745,817	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$22,137,291	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$22,137,291	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$488,096	TaxBasedOnInvestmentIncomeAmt
Total Tax	$488,096	TotalTaxAmt
Distributable Before Adj	$21,649,195	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$102,156	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$21,751,351	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$21,751,351	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$20,026,366	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$20,026,366	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$21,751,351	DistributableAsAdjustedAmt
Undistributed Income PY	$18,817,436	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$20,026,366	QualifyingDistributionsAmt
Applied To Year1	$18,817,436	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,208,930	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$20,542,421	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	httpspowellfoundationorgapplication	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2001 Kirby Drive Suite 1011	AddressLine1Txt
City	Houston	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77019	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	7135237557	RecipientPhoneNum
Recipient Email Address	info@powellfoundation.org	RecipientEmailAddressTxt
Form And Info And Materials	Organizations interested in applying for a Powell Foundation grant must submit an online pre-application form. If the pre-application is advanced, the organization will be invited to submit a full application via the Powell Foundation's online Grant Portal. The Powell Foundation Board of Directors makes all final decisions about grant requests during the Spring (May) and Fall (November) Board Meetings. Organizations approved for funding must sign and return a grant agreement for disbursement. Refer to the website for grant guidelines.	FormAndInfoAndMaterialsTxt
Submission Deadlines	Refer to the website for the application process and deadlines.	SubmissionDeadlinesTxt
Restrictions On Awards	The Powell Foundation is dedicated to catalyzing progress in public education, the arts, conservation, and human services. Funding is focused on the Foundation's geographic areas of interest in Harris, Travis, or Walker Counties, Texas. Requesting organizations must be tax-exempt under IRC 501(c)(3). This includes public charities, government organizations, and eligible supporting organizations. No grants are made to individuals, endowments, scholarship funds, private foundations, fundraising/marketing events, debt retirement/past operating deficits, candidates for political office or to influence specific legislation, or for realizing religious or doctrinal purpose. 2024 Giving: Education $11.3M (67%) and Supportive Communities: the Arts $2M (12%), Conservation $1.5M (8%), and Human Services $2.2M (13%).	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (276 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
Austin Ed Fund
4000 S IH 35 Frontage Road	Austin	TX	78704	N/A	PC	Post-Secondary Pathways: Post-Secondary Access and Success	$1,207,779
MINDPOP
7112 Burnet Rd Unit B	Austin	TX	78757	N/A	PC	Early Childhood Development and Education: High-Quality Providers and Educators	$798,032
CollegeSpring
1990 N California Blvd Suite 20	Walnut Creek	CA	94596	N/A	PC	Post-Secondary Pathways: Post-Secondary Access and Success	$752,115
The Bridgespan Group
2 Copley Place Suite 3700B	Boston	MA	02116	N/A	PC	Post-Secondary Pathways: Post-Secondary Access and Success	$717,895
Breakthrough Houston
2401 Claremont Ln	Houston	TX	77019	N/A	PC	Post-Secondary Pathways: Post-Secondary Access and Success	$703,151
The Center for First-generation Student Success DBA FirstGen Forward co NAS
111 K Street NE 10th Floor	Washington	DC	20002	N/A	PC	Post-Secondary Pathways: Post-Secondary Policies and Systems	$497,541
Children's Museum Houston
1500 Binz St	Houston	TX	77004	N/A	PC	Early Childhood Development and Education: Supportive Caregivers	$400,000
Communities In Schools of Houston Inc
1111 North Loop West Ste 300	Houston	TX	77008	N/A	PC	Quality Public K-12 Schools: Student Supports	$300,000
DiscoverU
7676 Hillmont St Suite 239	Houston	TX	77040	N/A	PC	Post-Secondary Pathways: Post-Secondary Readiness	$300,000
Greater Houston Community Foundation
515 Post Oak Blvd Suite 1000	Houston	TX	77027	N/A	PC	Quality Public K-12 Schools: Quality Schools and Models	$300,000
Texas Children's Hospital
6621 Fannin St	Houston	TX	77030	N/A	PC	Early Childhood Development and Education: Supportive Caregivers	$300,000
United Way for Greater Austin
5930 Middle Fiskville Rd 5th Floor	Austin	TX	78752	N/A	PC	Early Childhood Development and Education: High-Capacity Sector	$300,000
Neuhaus Education Center
4433 Bissonnet St	Bellaire	TX	77401	N/A	PC	Quality Public K-12 Schools: Excellent Educators	$250,000
Texans Care for Children
1016 La Posada Drive Suite 240	Austin	TX	78752	N/A	PC	Early Childhood Development and Education: High-Capacity Sector	$250,000
The Woods Project
2700 Southwest Freeway	Houston	TX	77098	N/A	PC	Post-Secondary Pathways: Post-Secondary Readiness	$250,000
AVANCE - Austin
PO Box 19105	Austin	TX	78760	N/A	PC	Early Childhood Development and Education: Supportive Caregivers	$200,000
MINDPOP
7112 Burnet Rd Unit B	Austin	TX	78757	N/A	PC	Arts: Student Education Programs	$200,000
National Wildlife Federation
505 East Huntland Dr Ste 530	Austin	TX	78752	N/A	PC	Conservation: Conservation/ Environmental Education	$200,000
SEARCH Homeless Services
2015 Congress St	Houston	TX	77002	N/A	PC	Human Services: Stabilization and Empowerment	$200,000
Texas 2036
3889 Maple Avenue Suite 210	Dallas	TX	75219	N/A	PC	Aligned Cradle to Career Education System: Effective Tools, Policies, and Systems	$200,000
UTHealth Houston
7000 Fannin Suite 1200	Houston	TX	77030	N/A	GOV	Early Childhood Development and Education: High-Quality Providers and Educators	$200,000
Huntsville Independent School District
441 FM 2821 East	Huntsville	TX	773209298	N/A	GOV	Quality Public K-12 Schools: Excellent Educators	$175,000
Austin Ed Fund
4000 S IH 35 Frontage Road	Austin	TX	78704	N/A	PC	Quality Public K-12 Schools: Excellent Educators	$150,000
EPOG Academy
619 Jackson Hill Street	Houston	TX	77007	N/A	PC	Post-Secondary Pathways: Post-Secondary Access and Success	$150,000
HYPE Freedom School Inc
PO Box 14971	Houston	TX	77221	N/A	PC	Quality Public K-12 Schools: Student Supports	$150,000
Meadows Mental Health Policy Institute
PO Box 140836	Dallas	TX	75214	N/A	PC	Early Childhood Development and Education: Supportive Caregivers	$150,000
Planned Parenthood Gulf Coast Inc
4600 Gulf Frwy	Houston	TX	77023	N/A	PC	Human Services: Emotional Wellbeing	$150,000
AVANCE-Houston Inc
4281 Dacoma	Houston	TX	77092	N/A	PC	Early Childhood Development and Education: Supportive Caregivers	$125,000
New Hope Housing Inc
3315 Harrisburg Blvd Ste 400	Houston	TX	77003	N/A	PC	Human Services: Stabilization and Empowerment	$125,000
Families in Nature
3571 Far West Blvd 150	Austin	TX	78731	N/A	PC	Conservation: Conservation/ Environmental Education	$120,000
Brighter Bites
PO Box 25456	Houston	TX	77265	N/A	PC	Human Services: Stabilization and Empowerment	$115,000
Central Texas Food Bank Inc
6500 Metropolis Dr	Austin	TX	78744	N/A	PC	Human Services: Stabilization and Empowerment	$110,000
Any Baby Can Inc
6207 Sheridan Avenue	Austin	TX	78723	N/A	PC	Early Childhood Development and Education: Supportive Caregivers	$100,000
Arts Connect Houston
1824 Spring Street 201	Houston	TX	77007	N/A	SO I	Arts: Student Education Programs	$100,000
Ballet Austin Incorporated
501 W 3rd St	Austin	TX	78701	N/A	PC	Arts: Student Education Programs	$100,000
Bayou Land Conservancy
8801 Gosling	Spring	TX	77381	N/A	PC	Conservation: Environmental Protection	$100,000
Beacon The
1117 Texas Ave	Houston	TX	77002	N/A	PC	Human Services: Stabilization and Empowerment	$100,000
Blanton Museum of Art The University of Texas at Austin
200 E Martin Luther King Jr Blvd	Austin	TX	78712	N/A	PC	Arts: Student Education Programs	$100,000
BookSpring
1807 W Slaughter Lane Bldg 1	Austin	TX	787486214	N/A	PC	Early Childhood Development and Education: Supportive Caregivers	$100,000
Boys and Girls Clubs of Greater Houston
815 Crosby St	Houston	TX	77019	N/A	PC	Quality Public K-12 Schools: Student Supports	$100,000
BridgeYear
3414 Eastside Street	Houston	TX	77098	N/A	PC	Post-Secondary Pathways: Post-Secondary Access and Success	$100,000
Buffalo Bayou Partnership
1019 Commerce St Ste 200	Houston	TX	77002	N/A	PC	Conservation: Connecting People to Nature	$100,000
Contemporary Austin Museum Inc
3809 W 35th St	Austin	TX	78703	N/A	PC	Arts: Student Education Programs	$100,000
DePelchin Children's Center
4950 Memorial Dr	Houston	TX	77007	N/A	PC	Human Services: Emotional Wellbeing	$100,000
EMERGE Fellowship
11251 NW Fwy Ste 330	Houston	TX	77092	N/A	PC	Post-Secondary Pathways: Post-Secondary Access and Success	$100,000
Foundation Communities Inc
3000 S IH 35 Ste 300	Austin	TX	78704	N/A	PC	Human Services: Stabilization and Empowerment	$100,000
Houston Arboretum & Nature Center
4501 Woodway Dr	Houston	TX	77024	N/A	PC	Conservation: Conservation/ Environmental Education	$100,000
Houston Education Research Consortium co Rice University
6100 Main St MS-208	Houston	TX	77005	N/A	PC	Early Childhood Development and Education: High-Capacity Sector	$100,000
Kids' Meals Inc
330 Garden Oaks Blvd	Houston	TX	77018	N/A	PC	Human Services: Stabilization and Empowerment	$100,000
KIPP Texas Inc
PO Box 676718	Dallas	TX	75267	N/A	PC	Early Childhood Development and Education: High-Quality Providers and Educators	$100,000
Literacy First
9011 Mountain Ridge Drive Suite 150	Austin	TX	78759	N/A	PC	Quality Public K-12 Schools: Student Supports	$100,000
Literacy Now
14781 Memorial Dr 25	Houston	TX	77079	N/A	PC	Quality Public K-12 Schools: Student Supports	$100,000
Menil Foundation Inc
1533 Sul Ross St	Houston	TX	77006	N/A	PC	Arts: Public Arts and Culture Access	$100,000
Miller Theatre Advisory Board Inc
PO Box 66267	Houston	TX	772666267	N/A	PC	Arts: Public Arts and Culture Access	$100,000
National Association for Family Child Care
700 12th St Ste 700	Washington	DC	20005	N/A	PC	Early Childhood Development and Education: High-Quality Providers and Educators	$100,000
OneGoal
2799 Katy Fwy Suite 250	Houston	TX	77007	N/A	PC	Post-Secondary Pathways: Post-Secondary Access and Success	$100,000
Prelude Music Foundation
9802 Madeline Alyssa Ct	Houston	TX	77025	N/A	PC	Arts: Student Education Programs	$100,000
Project Row Houses
PO Box 1011	Houston	TX	77251	N/A	PC	Arts: Public Arts and Culture Access	$100,000
ProUnitas
1801 Main St Suite 1300	Houston	TX	77002	N/A	PC	Quality Public K-12 Schools: Student Supports	$100,000
ROCO
3104 Edloe Street Suite 350	Houston	TX	77027	N/A	PC	Arts: Public Arts and Culture Access	$100,000
Summer House Institute
1600 Vine Street	Philadelphia	PA	19102	N/A	PC	Quality Public K-12 Schools: Excellent Educators	$100,000
Target Hunger
1260 Shotwell Street	Houston	TX	77020	N/A	PC	Human Services: Stabilization and Empowerment	$100,000
TEACH for Houston
2443 Fillmore St 380-9883	San Francisco	CA	94115	N/A	PC	Quality Public K-12 Schools: Excellent Educators	$100,000
Texas Partnership for Out of School Time
8509 FM 969 Building 509	Austin	TX	78724	N/A	PC	Quality Public K-12 Schools: Student Supports	$100,000
The Children's Assessment Center Foundation
2500 Bolsover	Houston	TX	77005	N/A	SO III FI	Human Services: Emotional Wellbeing	$100,000
Travis Audubon Society Inc
PO Box 301629	Austin	TX	78703	N/A	PC	Conservation: Conservation/ Environmental Education	$100,000
Trees For Houston
PO Box 270477	Houston	TX	77277	N/A	PC	Conservation: Environmental Protection	$100,000
University of Houston-Downtown
1 Main Street Ste S990	Houston	TX	77002	N/A	GOV	Post-Secondary Pathways: Post-Secondary Readiness	$100,000
Waterloo Greenway Conservancy
1111 Red River St	Austin	TX	78701	N/A	PC	Conservation: Connecting People to Nature	$100,000
YES Prep Public Schools Inc
5455 South Loop East	Houston	TX	77033	N/A	PC	Quality Public K-12 Schools: Quality Schools and Models	$100,000
Camp Allen Camp & Conference Center
18800 FM 362	Navasota	TX	77868	N/A	PC	Conservation: Conservation/ Environmental Education	$80,000
Boys & Girls Club of Walker County
PO Box 8600	Huntsville	TX	77340	N/A	PC	Quality Public K-12 Schools: Student Supports	$75,000
Chinese Community Center Inc
9800 Town Park Dr	Houston	TX	77036	N/A	PC	Early Childhood Development and Education: High-Quality Providers and Educators	$75,000
Interfaith Ministries for Greater Houston
3303 Main Street	Houston	TX	77002	N/A	PC	Human Services: Stabilization and Empowerment	$75,000
Teach For America - Austin
3311 Catalina Dr	Austin	TX	78741	N/A	PC	Quality Public K-12 Schools: Excellent Educators	$75,000
Brighter Bites
PO Box 25456	Houston	TX	77265	N/A	PC	Human Services: Stabilization and Empowerment	$60,000
Improving Education Inc
1100 N Chester Street	Baltimore	MD	21213	N/A	PC	Early Childhood Development and Education: Supportive Caregivers	$60,000
SERJobs
1710 Telephone Rd	Houston	TX	77023	N/A	PC	Post-Secondary Pathways: Post-Secondary Readiness	$60,000
Alley Theatre
615 Texas Ave	Houston	TX	77002	N/A	PC	Arts: Student Education Programs	$50,000
American Festival for the Arts
241 N Milby Street Suite B	Houston	TX	77003	N/A	PC	Arts: Student Education Programs	$50,000
Austin Theatre Alliance
713 Congress Ave	Austin	TX	78701	N/A	PC	Arts: Student Education Programs	$50,000
BakerRipley
PO Box 271389	Houston	TX	772771389	N/A	PC	Human Services: Stabilization and Empowerment	$50,000
Bayou City Waterkeeper
2010 North Loop West Suite 103	Houston	TX	77018	N/A	PC	Conservation: Environmental Protection	$50,000
Coalition for the Homeless of HoustonHarris County
2000 Crawford Street Suite 700	Houston	TX	77002	N/A	PC	Human Services: Stabilization and Empowerment	$50,000
Creative Action
1023 Springdale Rd Bldg 3	Austin	TX	78721	N/A	PC	Arts: Student Education Programs	$50,000
DACAMERA
1402 Sul Ross St	Houston	TX	77006	N/A	PC	Arts: Student Education Programs	$50,000
Emancipation Park Conservancy
3018 Emancipation Ave	Houston	TX	77004	N/A	PC	Conservation: Connecting People to Nature	$50,000
Ensemble Theatre The
3535 Main Street	Houston	TX	77002	N/A	PC	Arts: Student Education Programs	$50,000
Family Houston
PO Box 70068	Houston	TX	77270	N/A	PC	Human Services: Emotional Wellbeing	$50,000
First3Years
6119 Greenville Ave PMB 194	Dallas	TX	75006	N/A	PC	Early Childhood Development and Education: High-Capacity Sector	$50,000
FotoFest Inc
2000 Edwards St Bldg C Ste 2	Houston	TX	77007	N/A	PC	Arts: Student Education Programs	$50,000
Houston Area Women's Center
3077 El Camino St	Houston	TX	77054	N/A	PC	Human Services: Stabilization and Empowerment	$50,000
Houston Audubon Society
440 Wilchester Blvd	Houston	TX	77079	N/A	PC	Conservation: Conservation/ Environmental Education	$50,000
Houston Ballet Foundation
601 Preston St	Houston	TX	77002	N/A	PC	Arts: Student Education Programs	$50,000
Houston Botanic Garden
8205 N Bayou Drive	Houston	TX	77017	N/A	PC	Conservation: Connecting People to Nature	$50,000
Houston Grand Opera Association Inc
510 Preston St 5th Fl	Houston	TX	77002	N/A	PC	Arts: Student Education Programs	$50,000
Houston Metropolitan Dance Center Inc
PO Box 980457	Houston	TX	77098	N/A	PC	Arts: Student Education Programs	$50,000
Houston Museum of Natural Science
5555 Hermann Park Dr	Houston	TX	77030	N/A	PC	Quality Public K-12 Schools: Student Supports	$50,000
Houston Symphony
615 Louisiana St Ste 102	Houston	TX	77002	N/A	PC	Arts: Student Education Programs	$50,000
Houston Zoo
1513 Cambridge St	Houston	TX	77030	N/A	PC	Conservation: Conservation/ Environmental Education	$50,000
Jeremiah Program Austin
1200 Paul Teresa Saldaa Street	Austin	TX	78702	N/A	PC	Early Childhood Development and Education: High-Quality Providers and Educators	$50,000
Kids' Meals Inc
330 Garden Oaks Blvd	Houston	TX	77018	N/A	PC	Human Services: Stabilization and Empowerment	$50,000
Latinos for Education
PO Box 3109 PMB 91135	Houston	TX	772533109	N/A	PC	Quality Public K-12 Schools: Excellent Educators	$50,000
LifeWorks
3700 S 1st St	Austin	TX	78704	N/A	PC	Human Services: Stabilization and Empowerment	$50,000
Meadows Mental Health Policy Institute
PO Box 140836	Dallas	TX	75214	N/A	PC	Human Services: Emotional Wellbeing	$50,000
Memorial Assistance Ministries Inc
1625 Blalock Road	Houston	TX	77080	N/A	PC	Human Services: Stabilization and Empowerment	$50,000
Museum of Fine Arts Houston Bayou Bend Collection and Gardens
PO Box 6826	Houston	TX	772656826	N/A	PC	Arts: Student Education Programs	$50,000
Museum of Fine Arts Houston Glassell School of Art
PO Box 6826	Houston	TX	77265	N/A	PC	Arts: Student Education Programs	$50,000
Performing Arts Houston
615 Louisiana Street Suite 100	Houston	TX	77002	N/A	PC	Arts: Public Arts and Culture Access	$50,000
reMIND
515 Post Oak Blvd Ste 650	Houston	TX	77027	N/A	PC	Human Services: Emotional Wellbeing	$50,000
SAFE
PO Box 19454	Austin	TX	787609454	N/A	PC	Human Services: Stabilization and Empowerment	$50,000
Sam Houston State University (SHSU)
Box 2537	Huntsville	TX	773412537	N/A	GOV	Human Services: Stabilization and Empowerment	$50,000
Shield Ranch Foundation
3103 Bee Caves Road Suite 203	Austin	TX	78746	N/A	PC	Conservation: Conservation/ Environmental Education	$50,000
Shoal Creek Conservancy
PO Box 11520	Austin	TX	78711	N/A	PC	Conservation: Environmental Protection	$50,000
Teach Plus Inc
1 Beacon St 15th Floor Suite 1500	Boston	MA	02108	N/A	PC	Quality Public K-12 Schools: Excellent Educators	$50,000
TeachingWorks co University of Michigan
1058 Wolverine Tower 3003 S State	Ann Arbor	MI	481091274	N/A	PC	Quality Public K-12 Schools: Excellent Educators	$50,000	Street
Texas A&M University Health Science Center
400 Harvey Mitchell Parkway South	College Station	TX	778454375	N/A	GOV	Quality Public K-12 Schools: Excellent Educators	$50,000
Texas Cultural Trust
901 S Mopac Expwy Barton Oaks Plaza	Austin	TX	78746	N/A	PC	Arts: Student Education Programs	$50,000	II Ste 410
Texas Health and Environment Alliance
3262 Westheimer Rd 142	Houston	TX	77098	N/A	PC	Conservation: Environmental Protection	$50,000
Urban Roots
4900 Gonzales Street	Austin	TX	78702	N/A	PC	Human Services: Stabilization and Empowerment	$50,000
Wesley Community Center
1410 Lee St	Houston	TX	77009	N/A	PC	Early Childhood Development and Education: High-Quality Providers and Educators	$50,000
Westcave Outdoor Discovery Center
24814 Hamilton Pool Rd	Round Mountain	TX	78663	N/A	PC	Conservation: Conservation/ Environmental Education	$50,000
Writers in the Schools
1414 Sul Ross St	Houston	TX	77006	N/A	PC	Arts: Student Education Programs	$50,000
Youth Justice Alliance
1700 S Lamar Blvd Ste 338	Austin	TX	78704	N/A	PC	Post-Secondary Pathways: Post-Secondary Access and Success	$50,000
Art League Houston
1953 Montrose Blvd	Houston	TX	77006	N/A	PC	Arts: Student Education Programs	$40,000
Bridges To Life
PO Box 570895	Houston	TX	772570895	N/A	PC	Human Services: Stabilization and Empowerment	$40,000
ChildBuilders
11152 Westheimer Rd 794	Houston	TX	77042	N/A	PC	Human Services: Emotional Wellbeing	$40,000
LIFE Houston
2002 South Wayside Drive	Houston	TX	77023	N/A	PC	Human Services: Stabilization and Empowerment	$40,000
Houston Youth Symphony
4550 Post Oak Place Dr Ste 245	Houston	TX	77027	N/A	PC	Arts: Student Education Programs	$35,000
The Anderson Center for the Arts
13334 Wallisville Rd Bldg A	Houston	TX	77049	N/A	PC	Arts: Public Arts and Culture Access	$30,000
A Time 2 Read Inc
PO Box 7403	Huntsville	TX	77342	N/A	PC	Quality Public K-12 Schools: Student Supports	$25,000
350org
PO Box 843004	Boston	MA	022843004	N/A	PC	Designated Grant: General operating and support	$5,000
ACLU Foundation of Texas
PO Box 8306	Houston	TX	77288	N/A	PC	Designated Grant: General operating and support	$15,000
ACLU Foundation of Texas
PO Box 8306	Houston	TX	77288	N/A	PC	Designated Grant: General operating and support	$2,000
American Civil Liberties Union Foundation Inc
125 Broad Street 18th Floor	New York	NY	10004	N/A	PC	Designated Grant: General operating and support	$10,000
Austin Ed Fund
4000 S IH 35 Frontage Road	Austin	TX	78704	N/A	PC	Designated Grant: General operating and support	$7,000
Austin Theatre Alliance
713 Congress Ave	Austin	TX	78701	N/A	PC	Designated Grant: General operating and support	$25,000
Austin Theatre Alliance
713 Congress Ave	Austin	TX	78701	N/A	PC	Designated Grant: General operating and support	$9,000
Barton Springs Conservancy
2100 Stamford Lane	Austin	TX	78703	N/A	PC	Designated Grant: General operating and support	$5,000
Baylor University
One Bear Place 97043	Waco	TX	767987043	N/A	PC	Designated Grant: General operating and support	$6,000
Bayou City Blessings in a Backpack
12535 Perthshire Road	Houston	TX	77024	N/A	PC	Designated Grant: General operating and support	$6,000
Boy Scouts of America - Circle Ten Council
8605 Harry Hines Blvd	Dallas	TX	75235	N/A	PC	Designated Grant: General operating and support	$20,000
Boy Scouts of America - Circle Ten Council
8605 Harry Hines Blvd	Dallas	TX	75235	N/A	PC	Designated Grant: General operating and support	$31,000
Boys and Girls Country of Houston Inc (BGC)
18806 Roberts Road	Hockley	TX	77447	N/A	PC	Designated Grant: General operating and support	$10,000
Brookwood Community The
1752 FM 1489	Brookshire	TX	77423	N/A	PC	Designated Grant: General operating and support	$500
Camp Allen Camp & Conference Center
18800 FM 362	Navasota	TX	77868	N/A	PC	Designated Grant: General operating and support	$15,000
Camp Allen Camp & Conference Center
18800 FM 362	Navasota	TX	77868	N/A	PC	Designated Grant: General operating and support	$2,000
Camp Allen Camp & Conference Center
18800 FM 362	Navasota	TX	77868	N/A	PC	Designated Grant: General operating and support	$14,000
Camp Allen Camp & Conference Center
18800 FM 362	Navasota	TX	77868	N/A	PC	Designated Grant: General operating and support	$5,000
Camp Allen Camp & Conference Center
18800 FM 362	Navasota	TX	77868	N/A	PC	Designated Grant: General operating and support	$10,000
Camp Nakanawa
1084 Camp Nakanawa Rd	Crossville	TN	38571	N/A	PC	Designated Grant: General operating and support	$500
Center for Reproductive Rights Inc
199 Water Street	New York	NY	10038	N/A	PC	Designated Grant: General operating and support	$30,500
Children's Museum Houston
1500 Binz St	Houston	TX	77004	N/A	PC	Designated Grant: General operating and support	$1,750
Children's Museum Houston
1500 Binz St	Houston	TX	77004	N/A	PC	Designated Grant: General operating and support	$1,175
Children's Museum Houston
1500 Binz St	Houston	TX	77004	N/A	PC	Designated Grant: General operating and support	$15,000
Common Cause Education Fund
805 15th Street NW Suite 800	Washington	DC	20005	N/A	PC	Designated Grant: General operating and support	$10,000
Community Foundation of Acadiana (CFA)
1035 Camellia Boulevard	Lafayette	LA	70508	N/A	PC	Designated Grant: General operating and support	$7,822
Dartmouth College
6066 Development Office	Hanover	NH	03755	N/A	PC	Designated Grant: General operating and support	$32,680
Dartmouth College
6066 Development Office	Hanover	NH	03755	N/A	PC	Designated Grant: General operating and support	$15,000
DeafBlind Community of Texas
213 S Roy Reynolds Drive	Harker Heights	TX	76548	N/A	PC	Designated Grant: General operating and support	$6,000
East Tennessee Foundation
520 W Summit Hill Drive Suite 1101	Knoxville	TN	37902	N/A	PC	Designated Grant: General operating and support	$500
Easter Seals-Central Texas Inc
2324 Ridgepoint Dr F1	Austin	TX	78754	N/A	PC	Designated Grant: General operating and support	$6,000
Environmental Defense Fund Incorporated
257 Park Avenue South	New York	NY	10010	N/A	PC	Designated Grant: General operating and support	$2,000
Everytown for Gun Safety Support Fund
PO Box 4184	New York	NY	10163	N/A	PC	Designated Grant: General operating and support	$2,500
Ex-Students' Assn Univ Texas
PO Box 7278	Austin	TX	78713	N/A	PC	Designated Grant: General operating and support	$2,000
Families Empowered
2050 N Loop W Suite 230	Houston	TX	77018	N/A	PC	Designated Grant: General operating and support	$5,000
FotoFest Inc
2000 Edwards St Bldg C Ste 2	Houston	TX	77007	N/A	PC	Designated Grant: General operating and support	$10,000
FotoFest Inc
2000 Edwards St Bldg C Ste 2	Houston	TX	77007	N/A	PC	Designated Grant: General operating and support	$5,000
Greater Houston Community Foundation
515 Post Oak Blvd Suite 1000	Houston	TX	77027	N/A	PC	Designated Grant: General operating and support	$2,000
Harmony House
602 Girard Street	Houston	TX	77007	N/A	PC	Designated Grant: General operating and support	$10,000
Helen Keller Services
180 Livingston Street 2nd Floor	Brooklyn	NY	11201	N/A	PC	Designated Grant: General operating and support	$6,000
Houston Area Parkinson Society
2700 Southwest Freeway Suite 296	Houston	TX	77098	N/A	PC	Designated Grant: General operating and support	$2,500
Houston Area Women's Center
3077 El Camino St	Houston	TX	77054	N/A	PC	Designated Grant: General operating and support	$6,500
Houston Audubon Society
440 Wilchester Blvd	Houston	TX	77079	N/A	PC	Designated Grant: General operating and support	$5,000
Houston Ballet Foundation
601 Preston St	Houston	TX	77002	N/A	PC	Designated Grant: General operating and support	$10,000
Houston Food Bank
535 Portwall Street	Houston	TX	77029	N/A	PC	Designated Grant: General operating and support	$5,000
Houston Food Bank
535 Portwall Street	Houston	TX	77029	N/A	PC	Designated Grant: General operating and support	$10,000
Houston Grand Opera Association Inc
510 Preston St 5th Fl	Houston	TX	77002	N/A	PC	Designated Grant: General operating and support	$100
Houston Grand Opera Association Inc
510 Preston St 5th Fl	Houston	TX	77002	N/A	PC	Designated Grant: General operating and support	$10,000
Houston Livestock Show and Rodeo
NRG Center 3 NRG Park	Houston	TX	77054	N/A	PC	Designated Grant: General operating and support	$10,000
Houston SPCA
7007 Old Katy Road	Houston	TX	77024	N/A	PC	Designated Grant: General operating and support	$1,000
Houston SPCA
7007 Old Katy Road	Houston	TX	77024	N/A	PC	Designated Grant: General operating and support	$1,000
Houston Symphony
615 Louisiana St Ste 102	Houston	TX	77002	N/A	PC	Designated Grant: General operating and support	$4,000
Houston Zoo
1513 Cambridge St	Houston	TX	77030	N/A	PC	Designated Grant: General operating and support	$3,000
Howard University
2218 6th Street Northwest	Washington	DC	20059	N/A	PC	Designated Grant: General operating and support	$10,000
Howard University
2218 6th Street Northwest	Washington	DC	20059	N/A	PC	Designated Grant: General operating and support	$15,000
Howard University
2218 6th Street Northwest	Washington	DC	20059	N/A	PC	Designated Grant: General operating and support	$2,000
Interfaith Health Center
315 Gill Avenue	Knoxville	TN	37917	N/A	PC	Designated Grant: General operating and support	$15,000
Jeri's House
PO Box 580695	Tulsa	OK	74158	N/A	PC	Designated Grant: General operating and support	$500
Knoxville Museum of Art
1050 Worlds Fair Park Dr	Knoxville	TN	37916	N/A	PC	Designated Grant: General operating and support	$500
Knoxville Symphony Orchestra
100 South Gay Street Suite 302	Knoxville	TN	37902	N/A	PC	Designated Grant: General operating and support	$10,000
Laity Lodge Youth Camp
719 Earl Garrett Street	Kerrville	TX	78028	N/A	PC	Designated Grant: General operating and support	$2,000
Lakeshore Park Conservancy
PO Box 10244	Knoxville	TN	37939	N/A	PC	Designated Grant: General operating and support	$10,000
Literacy First
9011 Mountain Ridge Drive Suite 150	Austin	TX	78759	N/A	PC	Designated Grant: General operating and support	$20,000
Manned Space Flight Education Foundation
1601 NASA Parkway	Houston	TX	77058	N/A	PC	Designated Grant: General operating and support	$5,000
MD Anderson Cancer Center
Unit 705	Houston	TX	772301439	N/A	PC	Designated Grant: General operating and support	$5,000
Museum of Fine Arts Houston Bayou Bend Collection and Gardens
PO Box 6826	Houston	TX	772656826	N/A	PC	Designated Grant: General operating and support	$15,000
Museum of Fine Arts Houston Glassell School of Art
PO Box 6826	Houston	TX	77265	N/A	PC	Designated Grant: General operating and support	$30,000
My Connect Community
6700B Bellaire Blvd	Houston	TX	77074	N/A	PC	Designated Grant: General operating and support	$4,000
National Museum of African American History & Culture
1400 Constitution Avenue Northwest	Washington	DC	20560	N/A	PC	Designated Grant: General operating and support	$5,000
National Women's Law Center
1350 I Street Suite 700	Washington	DC	20005	N/A	PC	Designated Grant: General operating and support	$7,500
North American Association for Environmental Education
1250 24th Street NW Suite 801	Washington	DC	20037	N/A	PC	Designated Grant: General operating and support	$5,000
Northwestern University
1201 Davis St	Evanston	IL	60201	N/A	PC	Designated Grant: General operating and support	$1,500
Oak Ridge Art Center
201 Badger Avenue	Oak Ridge	TN	37830	N/A	PC	Designated Grant: General operating and support	$500
One Simple Wish
1977 North Olden Ave 292	Trenton	NJ	08618	N/A	PC	Designated Grant: General operating and support	$20,000
Peace Thru Culture Inc
5083 8th Street NE	Washington	DC	20017	N/A	PC	Designated Grant: General operating and support	$5,000
PEN American Center Inc
588 Broadway	New York	NY	10012	N/A	PC	Designated Grant: General operating and support	$5,000
Planned Parenthood Gulf Coast Inc
4600 Gulf Frwy	Houston	TX	77023	N/A	PC	Designated Grant: General operating and support	$516
Planned Parenthood Gulf Coast Inc
4600 Gulf Frwy	Houston	TX	77023	N/A	PC	Designated Grant: General operating and support	$5,000
Planned Parenthood of Greater Texas
7424 Greenville Ave Suite 206	Dallas	TX	75231	N/A	PC	Designated Grant: General operating and support	$5,000
Rice University
6100 Main Street	Houston	TX	77005	N/A	PC	Designated Grant: General operating and support	$20,000
Ronald McDonald House Charities of Central Texas Inc
1315 Barbara Jordan Blvd	Austin	TX	78723	N/A	PC	Designated Grant: General operating and support	$15,000
Saddle Up Nashville
1549 Old Hillsboro Rd	Franklin	TN	37069	N/A	PC	Designated Grant: General operating and support	$10,000
Salvation Army The
1500 Austin	Houston	TX	77002	N/A	PC	Designated Grant: General operating and support	$35,000
Sam Houston State University (SHSU)
Box 2537	Huntsville	TX	773412537	N/A	GOV	Designated Grant: General operating and support	$6,846
Save the Children
501 Kings Highway East Suite 400	Fairfield	CT	06825	N/A	PC	Designated Grant: General operating and support	$4,000
School Year Abroad Inc
120 Water St Ste 310	North Andover	MA	01845	N/A	PC	Designated Grant: General operating and support	$25,000
School Year Abroad Inc
120 Water St Ste 310	North Andover	MA	01845	N/A	PC	Designated Grant: General operating and support	$15,000
Sea Shepherd Conservation Society
PO Box 8628	Alexandria	VA	22306	N/A	PC	Designated Grant: General operating and support	$5,000
SEARCH Homeless Services
2015 Congress St	Houston	TX	77002	N/A	PC	Designated Grant: General operating and support	$10,000
SEARCH Homeless Services
2015 Congress St	Houston	TX	77002	N/A	PC	Designated Grant: General operating and support	$15,000
Sequoyah Hills Presbyterian Church
3700 Keowee Avenue SW	Knoxville	TN	37919	N/A	PC	Designated Grant: General operating and support	$500
SERJobs
1710 Telephone Rd	Houston	TX	77023	N/A	PC	Designated Grant: General operating and support	$4,250
Sierra Club Foundation
2101 Webster Street Ste 1250	Oakland	CA	94612	N/A	PC	Designated Grant: General operating and support	$2,000
Sight Hearing Encouragement Program
PO Box 10495	Oklahoma City	OK	73140	N/A	PC	Designated Grant: General operating and support	$500
Society of the Sacred Heart United States - Canada Province Inc
4120 Forest Park Avenue	St Louis	MO	63108	N/A	PC	Designated Grant: General operating and support	$500
Southern Methodist University
PO Box 750116	Dallas	TX	752750116	N/A	PC	Designated Grant: General operating and support	$5,000
St John's School
2401 Claremont	Houston	TX	770199961	N/A	PC	Designated Grant: General operating and support	$2,000
St John's School
2401 Claremont	Houston	TX	770199961	N/A	PC	Designated Grant: General operating and support	$15,000
St John's School
2401 Claremont	Houston	TX	770199961	N/A	PC	Designated Grant: General operating and support	$1,000
St Mark's Episcopal Church of Houston
3816 Bellaire Boulevard	Houston	TX	77025	N/A	PC	Designated Grant: General operating and support	$3,000
St Mark's Episcopal School
3816 Bellaire Blvd	Houston	TX	770251209	N/A	PC	Designated Grant: General operating and support	$20,000
Stanford University
326 Galvez Street	Stanford	CA	943056105	N/A	PC	Designated Grant: General operating and support	$1,160
Tallowood Baptist Church
555 Tallowood Road	Houston	TX	77024	N/A	PC	Designated Grant: General operating and support	$3,000
Tallowood Baptist Church
555 Tallowood Road	Houston	TX	77024	N/A	PC	Designated Grant: General operating and support	$3,000
Target Hunger
1260 Shotwell Street	Houston	TX	77020	N/A	PC	Designated Grant: General operating and support	$2,500
Target Hunger
1260 Shotwell Street	Houston	TX	77020	N/A	PC	Designated Grant: General operating and support	$30,000
Texas Lyceum
1321 Antoine Drive	Houston	TX	77055	N/A	PC	Designated Grant: General operating and support	$5,000
Texas State University Development Foundation
601 University Dr	San Marcos	TX	786664684	N/A	PC	Designated Grant: General operating and support	$6,000
The Awty International School
7455 Awty School Lane	Houston	TX	77055	N/A	PC	Designated Grant: General operating and support	$1,160
The Blue Bird Circle
615 West Alabama Street	Houston	TX	77006	N/A	PC	Designated Grant: General operating and support	$3,000
The First Tee of Greater Houston
7000 Capitol Street	Houston	TX	77011	N/A	PC	Designated Grant: General operating and support	$2,000
The Highland Project
71 W 85th Street Unit 1A	New York	NY	10024	N/A	PC	Designated Grant: General operating and support	$10,000
The Humane Society of the United States
1255 23rd St NW Suite 450	Washington	DC	20037	N/A	PC	Designated Grant: General operating and support	$500
The Lilith Fund
PO Box 684949	Austin	TX	78768	N/A	PC	Designated Grant: General operating and support	$7,000
The Nature Conservancy
200 E Grayson St Suite 202	San Antonio	TX	78215	N/A	PC	Designated Grant: General operating and support	$3,000
The Neill-Cochran House Museum
2310 San Gabriel Street	Austin	TX	78705	N/A	PC	Designated Grant: General operating and support	$5,000
The Neill-Cochran House Museum
2310 San Gabriel Street	Austin	TX	78705	N/A	PC	Designated Grant: General operating and support	$10,000
The University of Texas at Austin College of Education
9011 Mountain Ridge Dr 150	Austin	TX	78759	N/A	GOV	Designated Grant: General operating and support	$1,500
Touch Base Center for the Deafblind
15 Azalea Trail Lane	Bellaire	TX	77401	N/A	PC	Designated Grant: General operating and support	$4,000
Transgender Law Center
PO Box 70976	Oakland	CA	946120976	N/A	PC	Designated Grant: General operating and support	$6,500
Transmit Receive Labs Inc
6501 Navigation Blvd Suite A0	Houston	TX	77011	N/A	PC	Designated Grant: General operating and support	$5,000
Tunnel to Towers Foundation
2361 Hylan Boulevard	Staten Island	NY	10306	N/A	PC	Designated Grant: General operating and support	$1,000
Tunnel to Towers Foundation
2361 Hylan Boulevard	Staten Island	NY	10306	N/A	PC	Designated Grant: General operating and support	$500
Twelve Days of Christmas Inc
1415 S Voss Rd Suite 110 PMB 215	Houston	TX	77057	N/A	PC	Designated Grant: General operating and support	$1,000
United States Foundation for the Commemoration of the World Wars
1455 Pennsylvania Ave Suite 400	Washington	DC	20004	N/A	PC	Designated Grant: General operating and support	$4,710
University of Arizona Foundation
1111 North Cherry Avenue	Tucson	AZ	857210109	N/A	PC	Designated Grant: General operating and support	$5,000
University of North Carolina at Wilmington
601 College Road	Wilmington	NC	28403	N/A	GOV	Designated Grant: General operating and support	$30,000
University of North Carolina Chapel Hill Arts and Science Foundation
523 E Franklin Street	Chapel Hill	NC	27514	N/A	PC	Designated Grant: General operating and support	$10,000
University of Puget Sound
1500 N Warner St 1067	Tacoma	WA	984161075	N/A	PC	Designated Grant: General operating and support	$1,000
University of Puget Sound
1500 N Warner St 1067	Tacoma	WA	984161075	N/A	PC	Designated Grant: General operating and support	$1,000
University of Texas at Austin The McCombs School of Business
ATTN UT McCombs Real Estate Center	Austin	TX	78712	N/A	GOV	Designated Grant: General operating and support	$5,000
Urban Roots
4900 Gonzales Street	Austin	TX	78702	N/A	PC	Designated Grant: General operating and support	$15,000
Ursuline Academy of Dallas Foundation Inc
4900 Walnut Hill Lane	Dallas	TX	75229	N/A	PC	Designated Grant: General operating and support	$10,000
Washington and Lee University
204 W Washington Street	Lexington	VA	24450	N/A	PC	Designated Grant: General operating and support	$5,000
Waterfront Botanical Gardens Inc
PO Box 5056	Louisville	KY	40255	N/A	PC	Designated Grant: General operating and support	$2,000
Waterloo Greenway Conservancy
1111 Red River St	Austin	TX	78701	N/A	PC	Designated Grant: General operating and support	$7,500
Waterloo Greenway Conservancy
1111 Red River St	Austin	TX	78701	N/A	PC	Designated Grant: General operating and support	$22,000
Barton Springs Conservancy
2100 Stamford Lane	Austin	TX	78703	N/A	PC	Other: Conservation Connecting People to Nature	$100,000
Casa Mateo
5773 Woodway Dr 236	Houston	TX	77057	N/A	PC	Other: Casa Mateos Founders Campaign	$100,000
Grantmakers for Education
400 SE 103rd Dr 33348	Portland	OR	97216	N/A	PC	Other: General operating, support, programs, and initiatives	$4,500
National Center for Family Philanthropy Inc
1667 K Street NW	Washington	DC	20006	N/A	PC	Other: General operating, support, programs, and initiatives	$5,000
Philanthropy Southwest
1910 Pacific Ave Ste 13500	Dallas	TX	75201	N/A	PC	Other: General operating, support, programs, and initiatives	$6,050
United Way of Greater Houston
50 Waugh Drive	Houston	TX	77007	N/A	PC	Other: Greater Houston Disaster Alliance: Severe Weather & Derecho Recovery Fund	$100,000
United Way of Greater Houston
50 Waugh Drive	Houston	TX	77007	N/A	PC	Other: Greater Houston Disaster Alliance: Hurricane Beryl Relief Fund	$100,000
Walker County Historical Commission
1301 Sam Houston Avenue Rm 218	Huntsville	TX	77340	N/A	GOV	Other: Address and repair plumbing issues	$8,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$18,465,732	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
KIPP Texas Inc
PO Box 676718	Dallas	TX	75267	N/A	PC	Early Childhood Development and Education: High-Quality Providers and Educators	$100,000
TEACH for Houston
2443 Fillmore St 380-9883	San Francisco	CA	94115	N/A	PC	Quality Public K-12 Schools: Excellent Educators	$100,000
YES Prep Public Schools Inc
5455 South Loop East	Houston	TX	77033	N/A	PC	Quality Public K-12 Schools: Quality Schools and Models	$100,000
American Festival for the Arts
241 N Milby Street Suite B	Houston	TX	77003	N/A	PC	Arts: Student Education Programs	$50,000
Austin Theatre Alliance
713 Congress Ave	Austin	TX	78701	N/A	PC	Arts: Student Education Programs	$50,000
Bayou City Waterkeeper
2010 North Loop West Suite 103	Houston	TX	77018	N/A	PC	Conservation: Environmental Protection	$50,000
Coalition for the Homeless of HoustonHarris County
2000 Crawford Street Suite 700	Houston	TX	77002	N/A	PC	Human Services: Stabilization and Empowerment	$50,000
Creative Action
1023 Springdale Rd Bldg 3	Austin	TX	78721	N/A	PC	Arts: Student Education Programs	$50,000
DACAMERA
1402 Sul Ross St	Houston	TX	77006	N/A	PC	Arts: Student Education Programs	$50,000
Ensemble Theatre The
3535 Main Street	Houston	TX	77002	N/A	PC	Arts: Student Education Programs	$50,000
FotoFest Inc
2000 Edwards St Bldg C Ste 2	Houston	TX	77007	N/A	PC	Arts: Student Education Programs	$50,000
Houston Area Women's Center
3077 El Camino St	Houston	TX	77054	N/A	PC	Human Services: Stabilization and Empowerment	$50,000
Houston Audubon Society
440 Wilchester Blvd	Houston	TX	77079	N/A	PC	Conservation: Conservation and Environmental Education	$50,000
LifeWorks
3700 S 1st St	Austin	TX	78704	N/A	PC	Human Services: Stabilization and Empowerment	$50,000
Performing Arts Houston
615 Louisiana Street Suite 100	Houston	TX	77002	N/A	PC	Arts: Public Arts and Culture Access	$50,000
SAFE
PO Box 19454	Austin	TX	787609454	N/A	PC	Human Services: Stabilization and Empowerment	$50,000
Sam Houston State University (SHSU)
Box 2537	Huntsville	TX	773412537	N/A	GOV	Human Services: Stabilization and Empowerment	$50,000
Shoal Creek Conservancy
PO Box 11520	Austin	TX	78711	N/A	PC	Conservation: Environmental Protection	$50,000
Teach Plus Inc
1 Beacon St 15th Floor Suite 1500	Boston	MA	02108	N/A	PC	Quality Public K-12 Schools: Excellent Educators	$50,000
Teach Plus Inc
1 Beacon St 15th Floor Suite 1500	Boston	MA	02108	N/A	PC	Quality Public K-12 Schools: Excellent Educators	$50,000
Art League Houston
1953 Montrose Blvd	Houston	TX	77006	N/A	PC	Arts: Student Education Programs	$40,000
ChildBuilders
11152 Westheimer Rd 794	Houston	TX	77042	N/A	PC	Human Services: Emotional Wellbeing	$40,000
LIFE Houston
2002 South Wayside Drive	Houston	TX	77023	N/A	PC	Human Services: Stabilization and Empowerment	$40,000
Memorial Assistance Ministries Inc
1625 Blalock Road	Houston	TX	77080	N/A	PC	Human Services: Stabilization and Empowerment	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$1,295,000	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$192,493	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$5,995,061	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$29,892,901	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$36,080,455	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$36,080,455	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Financial statement audits	$24,500	$12,250	$12,250
Tax compliance	$7,100	$3,550	$3,850

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
1,500,000 Adobe Inc Note 2.300% 02/01/2030	$1,334,115	$1,334,115
1,500,000 Amazon.com Inc Note 3.600% 04/13/2032	$1,388,430	$1,388,430
500,000 Enterprise Products Operating LLC Note 3.950% 02/15/2027	$493,015	$493,015
1,500,000 Goldman Sachs Group Inc Note 3.750% 05/22/2025	$1,494,495	$1,494,495
1,500,000 Home Depot Inc Note 2.950% 06/15/2029	$1,391,040	$1,391,040
1,500,000 JPMorgan Chase & Co Note 2.950% 10/01/2026	$1,461,450	$1,461,450
1,500,000 Mastercard Inc Note 3.350% 03/26/2030	$1,401,720	$1,401,720
1,500,000 Morgan Stanley Ser I Mtn 3.625% 01/20/2027	$1,472,655	$1,472,655
500,000 PepsiCo Inc Note 2.375% 10/06/2026	$483,130	$483,130
1,000,000 PepsiCo Inc Note 2.625% 07/29/2029	$916,670	$916,670
500,000 Philip Morris International Inc Note 2.750% 02/25/2026	$489,250	$489,250
1,000,000 Philip Morris International Inc Note 3.375% 08/15/2029	$938,250	$938,250
500,000 State Street Corp Note 2.650% 05/19/2026	$487,725	$487,725
1,500,000 Visa Inc Note 2.050% 04/15/2030	$1,311,735	$1,311,735
1,500,000 Wells Fargo & Co Note 3.000% 10/23/2026	$1,454,430	$1,454,430

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
39,640 Abbott Laboratories	$4,483,679	$4,483,679
9,875 Adobe Inc	$4,391,215	$4,391,215
80,000 Alphabet Inc Class C	$15,235,200	$15,235,200
99,600 Amazon.com Inc	$21,851,244	$21,851,244
58,975 Apple Inc	$14,768,520	$14,768,520
2,196,943 Artisan International Fund Inst	$65,012,288	$65,012,288
6,775 ASML Holding NV	$4,695,617	$4,695,617
66,200 AstraZeneca PLC	$4,337,424	$4,337,424
12,440 Automatic Data Processing Inc	$3,641,561	$3,641,561
90,500 BAE Systems PLC	$5,172,980	$5,172,980
9,905 BlackRock Inc	$10,153,715	$10,153,715
14,975 Broadridge Financial Solutions Inc	$3,385,698	$3,385,698
56,235 Canadian Pacific Kansas City Ltd	$4,069,727	$4,069,727
39,939 Chevron Corporation	$5,784,765	$5,784,765
14,000 CME Group Inc	$3,251,220	$3,251,220
50,033 Coca-Cola Co	$3,115,055	$3,115,055
40,200 Costar Group Inc	$2,877,918	$2,877,918
7,000 Deere & Co	$2,965,900	$2,965,900
2,500 Eli Lilly And Co	$1,930,000	$1,930,000
49,250 EOG Resources Inc	$6,037,065	$6,037,065
10,550 Gartner Inc Com	$5,111,159	$5,111,159
8,500 Home Depot Inc	$3,306,415	$3,306,415
10,250 Icon PLC	$2,149,528	$2,149,528
45,175 Intercontinental Exchange Inc	$6,731,527	$6,731,527
14,850 Intuit Inc	$9,333,225	$9,333,225
20,275 Intuitive Surgical, Inc.	$10,582,739	$10,582,739
20,000 LVMH Moet Hennessy Louis Vuitton	$2,613,800	$2,613,800
13,250 Marriott International Inc	$3,695,955	$3,695,955
15,100 Mastercard Inc	$7,951,207	$7,951,207
23,530 McDonald's Corp	$6,821,112	$6,821,112
61,060 Microsoft Corp	$25,736,790	$25,736,790
32,857 Mondelez International Inc	$1,962,549	$1,962,549
47,520 Nike Inc	$3,595,838	$3,595,838
89,450 Novo Nordisk A/S	$7,694,489	$7,694,489
103,750 Nvidia Corp	$13,932,588	$13,932,588
13,000 Old Dominion Freight Line Inc	$2,293,200	$2,293,200
13,825 Otis Worldwide Corp	$1,280,333	$1,280,333
14,998 PepsiCo Inc	$2,280,596	$2,280,596
27,460 Progressive Corp	$6,579,691	$6,579,691
12,415 S&P Global Inc	$6,183,042	$6,183,042
6,500 Servicenow Inc	$6,890,780	$6,890,780
13,275 Sherwin-Williams Co	$4,512,571	$4,512,571
27,925 Taiwan Semiconductor Manufacturing	$5,514,908	$5,514,908
55,495 Texas Instruments Inc	$10,405,867	$10,405,867
18,310 Union Pacific Corp	$4,175,412	$4,175,412
20,820 UnitedHealth Group Inc	$10,532,005	$10,532,005
650,253 Vanguard Mid-Cap Index Fund Inst	$46,954,760	$46,954,760
13,650 Verisk Analytics, Inc.	$3,759,620	$3,759,620
43,525 Visa Inc	$13,755,641	$13,755,641
10,000 Zoetis Inc	$1,629,300	$1,629,300

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$7,353,624	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$7,353,624	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	General counsel	CategoryTxt
Legal Fees	$11,434	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$12,780	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank charges	$17,067	$17,067	$0
Dues and subscriptions	$2,830	$142	$3,477
Insurance	$4,157	$208	$4,002
Office expense	$19,775	$989	$19,306
Payroll processing fees	$9,627	$481	$9,138
Software expense	$11,786	$0	$12,836
Technology expense	$4,686	$234	$4,457
Telephone	$4,206	$210	$4,131

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
Unrealized appreciation in value of investments	$11,803,765
Difference between cost and fair market value of noncash grants	$3,815,858

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative consultation and support	$19,648	$0	$19,708
Information technology services	$19,054	$0	$18,524
Investment management fees	$737,937	$737,937	$0
Professional development	$20,048	$0	$26,379
Human resources and recruitment	$14,961	$0	$14,961
Strategic planning	$8,400	$0	$8,400

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Excise tax	$488,096	$0	$0
Foreign tax	$119,049	$119,049	$0