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THE POWELL FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE POWELL FOUNDATION (EIN 74-6104592)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-03-31
IRS object ID
202210909349100806
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-03-31T11:02:48-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760269860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blazek & VetterlingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 Weslayan Suite 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN746104592EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKatherine Osborne ValdezPersonNm
Person TitlePresident/DirPersonTitleTxt
Phone7135237557PhoneNum
Signature2022-03-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKatherinePersonFirstNm
Person LastOsborne ValdezPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara MurphyPreparerPersonNm
PTINP01386215PTIN
Phone7134395739PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$469,745,572FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$115InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$115InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,058,209DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,058,209DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,338,495NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$29,336,356GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,338,495CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$20,396,819TotalRevAndExpnssAmt
Total Net Invst Incm$20,396,819TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$80,066CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$6,277CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$73,789CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$585,504OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$29,275OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$556,229OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$174,443PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$6,423PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$166,587PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$7,069LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$6,382LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$17,412AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,021AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$13,391AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$929,129OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$727,671OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$201,331OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$408,271TaxesRevAndExpnssAmt
Taxes Net Invst Incm$137,822TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$100,123OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$5,006OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$103,483OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$25,104TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,168TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$23,849TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$79,908OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$22,378OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$244,023OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,407,029TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$940,041TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,389,064TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,267,781ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,017,781ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,674,810TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$940,041TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$16,406,845TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,722,009ExcessRevenueOverExpensesAmt
Net Investment Income$19,456,778NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$616,718CashBOYAmt
Cash EOY$1,002,815CashEOYAmt
Cash EOYFMV$1,002,815CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,633,324SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,183,419SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,183,419SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$18,189PrepaidExpensesBOYAmt
Prepaid Expenses EOY$34,372PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$34,372PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$4,078,854USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,942,419USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,942,419USGovtObligationsEOYFMVAmt
Corporate Stock BOY$373,164,680CorporateStockBOYAmt
Corporate Stock EOY$440,429,859CorporateStockEOYAmt
Corporate Stock EOYFMV$440,429,859CorporateStockEOYFMVAmt
Corporate Bonds BOY$17,041,311CorporateBondsBOYAmt
Corporate Bonds EOY$23,152,688CorporateBondsEOYAmt
Corporate Bonds EOYFMV$23,152,688CorporateBondsEOYFMVAmt
Total Assets BOY$396,553,076TotalAssetsBOYAmt
Total Assets EOY$469,745,572TotalAssetsEOYAmt
Total Assets EOYFMV$469,745,572TotalAssetsEOYFMVAmt
Accounts Payable BOY$127,356AccountsPayableBOYAmt
Accounts Payable EOY$38,346AccountsPayableEOYAmt
Grants Payable BOY$500,000GrantsPayableBOYAmt
Grants Payable EOY$750,000GrantsPayableEOYAmt
Total Liabilities BOY$627,356TotalLiabilitiesBOYAmt
Total Liabilities EOY$788,346TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$395,925,720NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$468,957,226NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$395,925,720TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$468,957,226TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$396,553,076TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$469,745,572TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$395,925,720TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,722,009ExcessRevenueOverExpensesAmt
Other Increases$70,309,497OtherIncreasesAmt
Subtotal$468,957,226SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$468,957,226TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly traded securitiesPropertyDesc
Gross Sales Price$29,336,356GrossSalesPriceAmt
Cost Or Other Basis$15,997,861CostOrOtherBasisAmt
Gain Or Loss$13,338,495GainOrLossAmt
Gains Minus Excess Or Losses$13,338,495GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$13,338,495CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$270,449InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$270,449SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$270,449TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$247,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$247,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$23,449TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12001 Kirby Drive 1011AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77019ZIPCd
FieldValueIRS element (for citing)
Tax Exempt Interest$0TaxExemptInterestAmt
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Katherine Osborne Valdez
2001 Kirby Drive 1011HoustonTX77019Board President/Director20.00$80,066$3,203$0
Harvin C Moore IV
2001 Kirby Drive 1011HoustonTX77019Treasurer/Director2.00$0$0$0
Ben H Powell V
2001 Kirby Drive 1011HoustonTX77019VP/Assistant Treasurer/Director4.00$0$0$0
Charles F Caldwell
2001 Kirby Drive 1011HoustonTX77019Secretary/Director3.00$0$0$0
Marian M Casey
2001 Kirby Drive 1011HoustonTX77019Director5.00$0$0$0
Thao Costis
2001 Kirby Drive 1011HoustonTX77019Director2.00$0$0$0
Marian P Harrison
2001 Kirby Drive 1011HoustonTX77019Director2.00$0$0$0
Katherine P Hill
2001 Kirby Drive 1011HoustonTX77019Director1.00$0$0$0
Inez Hill
2001 Kirby Drive 1011HoustonTX77019Director1.00$0$0$0
Molly N Kidd
2001 Kirby Drive 1011HoustonTX77019Director1.00$0$0$0
Jan L Redford
2001 Kirby Drive 1011HoustonTX77019Director3.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
Eleisha Nelson-Reed
2001 Kirby Drive 1011HoustonTX77019Executive Director40.00$207,166$30,379$0
Nicole T Ellis
2001 Kirby Drive 1011HoustonTX77019Senior Program Offic32.00$102,240$15,273$0
Nicole Moore-Kriel
2001 Kirby Drive 1011HoustonTX77019Program Officer40.00$84,026$24,662$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Fayez Sarofim & Co
909 Fannin StHoustonTX77010Investment management$727,671
Denise Smith Consulting LLC
PO Box 22010HoustonTX77227HR and recruitment consulting$78,930
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$433,948,523AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,154,568AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$436,103,091TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$436,103,091AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,541,546CashDeemedCharitableAmt
Net Vl Noncharitable Assets$429,561,545NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,478,077MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,478,077MinimumInvestmentReturnAmt
Tax Based On Investment Income$270,449TaxBasedOnInvestmentIncomeAmt
Total Tax$270,449TotalTaxAmt
Distributable Before Adj$21,207,628DistributableBeforeAdjAmt
Recoveries Qualfied Distri$18,459RecoveriesQualfiedDistriAmt
Distributable Before Ded$21,226,087DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$21,226,087DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,406,845ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$16,406,845QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,226,087DistributableAsAdjustedAmt
Undistributed Income PY$15,652,760UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$16,406,845QualifyingDistributionsAmt
Applied To Year1$15,652,760AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$754,085AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$20,472,002UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonhttpswwwpowellfoundationorgapplyRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12001 Kirby Drive Suite 1011AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77019ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7135237557RecipientPhoneNum
Recipient Email Addressinfo@powellfoundation.orgRecipientEmailAddressTxt
Form And Info And MaterialsThe Foundation's Board of Directors meets twice per year, in the spring and fall. All requests must be submitted through an online application process (https://www.powellfoundation.org/apply) in advance of the board meeting. Organizations approved for funding must sign and return a grant agreement for disbursement of payment. The Board of Directors has the authority for the final approval of each grant. Refer to the website for the most up-to-date grant guidelines and deadlines.FormAndInfoAndMaterialsTxt
Submission DeadlinesAll requests must be submitted online in advance of the board meeting in the spring or the fall.SubmissionDeadlinesTxt
Restrictions On AwardsThe Powell Foundation seeks to support nonprofit organizations with the potential to achieve high impact in education, the arts, conservation, and human service sectors within the Foundation's geographic areas of interest, Harris, Travis, and Walker Counties, Texas. The requesting organizations must be tax-exempt and demonstrate their ability to engage in sound financial planning and solid management practices. The Foundation does not support grants to religious organizations, fund-raising events, other private foundations, individuals, or for past operating deficits. 2021 Board Grants: Education $6.3M (45%), the Arts $2M (14%), Conservation $4M (29%), and Human Services $1.7M (12%). Refer to the website for historical giving in prior years.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (264 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
KABOOM
4301 Connecticut Ave NW ML St ML-1WashingtonDC20008N/APCConservation - Development of public playscapes in Walker County$1,495,256
Hermann Park Conservancy
1700 Hermann DrHoustonTX77004N/APCConservation - Play Your Park project and general support$1,048,890
Houston Arts Alliance
5280 Caroline Street Suite 100HoustonTX77004N/APCArts - Support launch of Houston BIPOC Arts Network Fund (BANF)$993,405
HAY Center Foundation
1216 W Clay StHoustonTX77019N/APCHuman Services - Support of construction of the HAY Center campus$700,000
Buffalo Bayou Partnership
1019 Commerce St Ste 200HoustonTX77002N/APCConservation - Support of Phase 1 Buffalo Bayou East Master Plan implementation$503,730
The University of Texas at Austin
PO Box 7458AustinTX78713N/AGOVEducation - Teacher and leader training and development initiative in support of Austin ISD$375,000
Literacy Now
14781 Memorial Dr 25HoustonTX77079N/APCEducation - Literacy programming, mentorship, and community engagement efforts$300,000
Greater Houston Opportunity Youth Collaborative
710 North Post Oak RoadHoustonTX77024N/APCEducation - Engage and reconnect opportunity youth to higher education and employment$250,000
University of Houston - College of Education
5000 Gulf Freeway Building 1 RoomHoustonTX77204N/AGOVEducation - Tutoring and mentoring initiative in response to recovering lost instructional time$250,000240
FuelEd Schools Inc
4201 Main St Ste 200-165HoustonTX77002N/APCEducation - Project support for the development of virtual training focused on SEL$200,000
iEducate USA
4903 Mayfair StBellaireTX77401N/APCEducation - Tutoring and mentoring initiative in response to recovering lost instructional time$200,000
Leading Educators
201 Saint Charles Ave Ste 114 257New OrleansLA70170N/APCEducation - Teacher and leader training and development initiative in Houston ISD$200,000
Prairie View A&M University
PO Box 393Prairie ViewTX77446N/AGOVEducation - Postsecondary readiness and career awareness initiative$200,000
Trees For Houston
PO Box 270477HoustonTX77277N/APCConservation - Special Project and general operating support$200,000
United Way of Greater Houston
50 Waugh DriveHoustonTX77007N/APCHuman Services - Addressing critical and urgent needs resulting from Winter Storm Uri$200,000
Boys and Girls Clubs of Greater Houston
815 Crosby StHoustonTX77019N/APCEducation - Out-of-school time programming in Houston$150,000
BridgeYear
5250 Gulfton St Ste 2EHoustonTX77081N/APCEducation - Postsecondary/career awareness and access initiative$150,000
Communities In Schools of Houston Inc
1235 N Loop West Ste 300HoustonTX77008N/APCEducation - Dropout prevention initiatives; integrated student supports in Austin$150,000
Echoing Green Summer House Institute
1600 Vine StreetPhiladelphiaPA19102N/APCEducation - Educator preparation to increase Houston Black male teacher representation$150,000
First3Years
15851 Dallas Pkwy Ste 106AddisonTX75001N/APCEducation - Early childhood development, parent and family systems support in Houston$150,000
Meadows Mental Health Policy Institute for Texas
2800 Swiss AveDallasTX75204N/APCEducation - Mental health professional development and counseling$150,000
Neuhaus Education Center
4433 Bissonnet StBellaireTX77401N/APCEducation - Literacy initiative in response to recovering lost instructional time$150,000
New Teacher Center
1205 Pacific Ave Ste 301Santa CruzCA95060N/APCEducation - Teacher and leader training and development initiative in Houston ISD$150,000
Social Motion Inc
1450 West Sam Houston Pkwy NorthHoustonTX77043N/APCEducation - Postsecondary readiness and career awareness initiative$150,000Bldg 2 Ste G
Relay Graduate School of Education
25 Broadway 3rd FloorNew YorkNY10004N/APCEducation - Educator training initiative in response to recovering lost instructional time$110,000
Barton Springs Conservancy
2100 Stamford LaneAustinTX78703N/APCConservation - Public education exhibits at Barton Springs$100,000
E3 Alliance
5930 Middle Fiskville Rd Ste 507AustinTX78752N/APCEducation - Data and literacy initiative; help Texas partners understand impact of literacy tools$100,000
EMERGE Fellowship
11251 NW Fwy Ste 330HoustonTX77092N/APCEducation - Postsecondary readiness, access, and completion programming in Houston$100,000
Families Empowered
7447 Harwin Ste 246HoustonTX77036N/APCEducation - Family engagement/ enrollment initiative in response to recovering lost instructional time$100,000
Greater Houston Community Foundation
515 Post Oak BlvdHoustonTX77027N/APCHuman Services - Support of Understanding Houston data project$100,000
Literacy First
3925 W Braker Ln Ste 3801AustinTX78759N/AGOVEducation - Literacy programming, mentorship, and community engagement efforts$100,000
Teach For America - Houston
2 Greenway Plaza Suite 500HoustonTX77046N/APCEducation - Tutoring and mentoring initiative in response to recovering lost instructional time$100,000
The Holdsworth Center
4907 Ranch Rd 2222AustinTX78731N/APCEducation - Training and development focused on improving Texas superintendent diversity$100,000
Trinity River Food Bank
2407 Sam Houston AvenueHuntsvilleTX77340N/APCHuman Services - Support efforts to address food insecurity and other critical needs$100,000
Innovation Center 4 Educator Preparation
7145 West Tidwell RoadHoustonTX77092N/APCEducation - Educator preparation initiative for recruitment and selection tools for ACP preparation$81,000
Katy Prairie Conservancy
5615 Kirby Dr Ste 867HoustonTX77005N/APCConservation - Support of environmental protection efforts$80,000
AVANCE - Austin
745 Mansell AveAustinTX78702N/APCEducation - Early childhood development, parent and family support in Austin$75,000
Children's Museum of Houston
1500 Binz StHoustonTX77004N/APCEducation - Early childhood development and child-centered programming; community engagement efforts$75,000
KIPP Texas Inc
10711 KIPP WayHoustonTX77099N/APCEducation - General school operations$75,000
Texas Children's Hospital
6621 Fannin StHoustonTX77030N/APCEducation - Early childhood development, parent and family support in Houston$75,000
University of Houston - College of Education
5000 Gulf Freeway Building 1 RoomHoustonTX77204N/AGOVEducation - Teacher and leader training for identifying dyslexia risk factors$75,000240
YES Prep Public Schools Inc
5455 South Loop EastHoustonTX77033N/APCEducation - General school operations$75,000
Environmental Defense Fund Incorporated
257 Park Avenue SouthNew YorkNY10010N/APCConservation - Support of environmental protection efforts$60,000
Memorial Park Conservancy Inc
7575 N Picnic LnHoustonTX77007N/APCConservation - General operating support$60,000
Mental Health America of Greater Houston
2211 Norfolk St Ste 810HoustonTX77098N/APCHuman Services - School-based counseling and mental health services/supports$60,000
Alley Theatre
615 Texas AveHoustonTX77002N/APCArts - Education and community engagement initiatives$50,000
American Festival for the Arts
241 N Milby Street Suite BHoustonTX77003N/APCArts - Youth education programs$50,000
Arts Connect
5280 Caroline St Ste 100HoustonTX77004N/ASO IArts - School-based arts education programs$50,000
Austin Ed Fund
1111 West 6th Street CAC D 300AustinTX78703N/APCHuman Services - Addressing critical and urgent needs resulting from Winter Storm Uri$50,000
Austin Partners In Education
PO Box 6118AustinTX78762N/APCEducation - Postsecondary readiness, access, and completion programming in Austin ISD$50,000
Boys & Girls Club of Walker County
PO Box 8600HuntsvilleTX77340N/APCEducation - Out-of-school time programming in Huntsville$50,000
Boys & Girls Clubs of the Austin Area
6648 Ed Bluestein BlvdAustinTX78723N/APCEducation - Out-of-school time programming in Austin$50,000
Breakthrough Central Texas
1050 East 11th St Ste 350AustinTX78702N/APCEducation - Postsecondary readiness, access, and completion programming in Austin$50,000
Breakthrough Houston
2401 Claremont LnHoustonTX77019N/APCEducation - Postsecondary readiness, access, and completion programming in Houston$50,000
Collaborative for Children
1111 North Loop W Ste 600HoustonTX77008N/APCEducation - Early childhood caregiver, childcare center, and educator support$50,000
Communities In Schools of Central Texas
3000 S IH 35 Ste 200AustinTX78704N/APCEducation - Dropout prevention initiatives; integrated student supports in Austin$50,000
DePelchin Children's Center
4950 Memorial DrHoustonTX77007N/APCHuman Services - School-based counseling and mental health services/supports$50,000
DiscoverU
PO Box 4059HoustonTX77210N/APCEducation - Connect youth to summer programming to increase postsecondary readiness$50,000
Educate Texas
5500 Caruth Haven LaneDallasTX75225N/APCEducation - Advocacy and research efforts$50,000
Friends of the Children - Austin
1023 Springdale Rd Bldg 13CAustinTX78721N/APCEducation - Mentoring initiatives in Austin$50,000
FuelEd Schools Inc
4201 Main St Ste 200-165HoustonTX77002N/APCEducation - Teacher and leader training and development initiatives$50,000
Genesys Works - Houston
601 Jefferson St Ste 3950HoustonTX77002N/APCEducation - Postsecondary/career readiness, skills training, and access for Houston students$50,000
Houston Ballet Foundation
601 Preston StHoustonTX77002N/APCArts - Education and community engagement initiatives$50,000
Houston Grand Opera Association Inc
510 Preston St 5th FlHoustonTX77002N/APCArts - Youth education programs$50,000
Houston Museum of Natural Science
5555 Hermann Park DrHoustonTX77030N/APCEducation - Science education programming and community engagement efforts$50,000
Houston Public Library Foundation Inc
550 McKinney StHoustonTX77002N/APCEducation - Literacy and STEAM programming; community engagement efforts$50,000
Houston Symphony
615 Louisiana St Ste 102HoustonTX77002N/APCArts - Education and community engagement initiatives$50,000
Houston Zoo The
1513 Cambridge StHoustonTX77030N/APCConservation - Youth education programming$50,000
Menil Foundation Inc
1533 Sul Ross StHoustonTX77006N/APCArts - Expand community access to the arts$50,000
MINDPOP
7112 Burnet Rd Unit BAustinTX78757N/APCArts - Expand creative learning in Austin ISD schools$50,000
Museum of Fine Arts Houston Bayou Bend Collection and Gardens
PO Box 6826HoustonTX77265N/APCArts - Support the Kitty King Powell Library at Bayou Bend Collection and Gardens$50,000
Museum of Fine Arts Houston Glassell School of Art
5101 Montrose BlvdHoustonTX77006N/APCArts - Support the Core Residency Program at the Glassell School of Art$50,000
National Wildlife Federation
505 East Huntland Dr Ste 485AustinTX78752N/APCConservation - Youth education programming$50,000
OneGoal
7457 Harwin Dr Ste 263HoustonTX77036N/APCEducation - Postsecondary readiness, access, and completion programming in Houston$50,000
Planned Parenthood Gulf Coast Inc
4600 Gulf FrwyHoustonTX77023N/APCHuman Services - Youth education programs$50,000
ProUnitas
2007 Commerce StHoustonTX77002N/APCEducation - Project support for PurpleSENSE in 280 Houston ISD schools$50,000
Rice University School Literacy & Culture
MS 147 PO Box 1892HoustonTX77251N/APCEducation - Early childhood development, parent and family support in Houston$50,000
SEARCH Homeless Services
2015 Congress AveHoustonTX77002N/APCHuman Services - Support efforts to address homelessness and other critical needs$50,000
SER-Jobs for Progress of the Texas Gulf Coast Inc
1710 Telephone RdHoustonTX77023N/APCEducation - Student Career readiness, skill training, and postsecondary persistence$50,000
SPARK
PO Box 1562HoustonTX77251N/APCConservation - General operating support$50,000
Teach For America - Houston
2 Greenway Plaza Suite 500HoustonTX77046N/APCEducation - Teacher and leader recruitment, training and development initiative in Houston$50,000
Teach Plus
One Beacon Street Suite 1500BostonMA02108N/APCEducation - Teacher and leader training and development initiative through statewide advocacy$50,000
TEACH To Educate All Children
2900 Weslayan St Ste 375HoustonTX77027N/APCEducation - Development of teacher training focusing on engagement, climate, and culture$50,000
Texas Partnership for Out of School Time
8509 FM 969AustinTX78724N/APCEducation - Collaborative effort to coordinate out-of-school time programming in Texas$50,000
The Beacon
1117 Texas AveHoustonTX77002N/APCHuman Services - Support efforts to address homelessness and other critical needs$50,000
Writers in the Schools
1414 Sul Ross StHoustonTX77006N/APCEducation - Literacy programming and professional development for Houston teachers$50,000
Young Audiences Inc of Houston
675 Bering Dr Ste 300HoustonTX77057N/APCArts - Youth education programs$50,000
Arts Connect
5280 Caroline St Ste 100HoustonTX77004N/ASO IArts - Special project focused on Houston ISD$45,000
Main Street Theater Houston
2540 Times BlvdHoustonTX77005N/APCArts - School-based arts education programs$40,000
Camp Allen
18800 FM 362NavasotaTX77868N/APCConservation - General operating support$35,000
Mobile Loaves & Fishes Inc
9301 Hog Eye Road Suite 950AustinTX78724N/APCHuman Services - Support efforts to housing insecurity and other critical needs$35,000
Art League Houston
1953 Montrose BlvdHoustonTX77006N/APCArts - School-based arts education programs$30,000
Austin Theatre Alliance
713 Congress AveAustinTX78701N/APCArts - School-based arts education programs$30,000
AVANCE - Houston
4281 DacomaHoustonTX77092N/APCEducation - Early childhood development, parent and family support in Houston$30,000
Ballet Austin Incorporated
501 W 3rd StAustinTX78701N/APCArts - Youth education programs$30,000
Big Brothers Big Sisters Lone Star
1003 Washington AveHoustonTX77002N/APCEducation - Mentoring initiatives in Harris County$30,000
Big Brothers Big Sisters of Central Texas
4800 Manor Rd Bldg KAustinTX78723N/APCEducation - Mentoring initiatives in Travis County$30,000
Bridges To Life
PO Box 570895HoustonTX77257N/APCHuman Services - Restorative programming for systems-involved individuals$30,000
Buffalo Bayou Partnership
1019 Commerce St Ste 200HoustonTX77002N/APCConservation - General operating support$30,000
Chinese Community Center Inc
9800 Town Park DrHoustonTX77036N/APCEducation - Early childhood development and out-of-school time programming in Houston$30,000
College Forward
PO Box 142308AustinTX78714N/APCEducation - Postsecondary readiness, access, and completion programming$30,000
Con Mi Madre
1825 Fortview RdAustinTX78704N/APCEducation - Postsecondary readiness, access, and completion programming in Austin$30,000
Creative Action
1023 Springdale Rd Bldg 3AustinTX78721N/APCArts - School-based arts education programs$30,000
Da Camera of Houston
1402 Sul Ross StHoustonTX77006N/APCArts - Education and community engagement initiatives$30,000
FotoFest Inc
2000 Edwards St Bldg C Ste 2HoustonTX77007N/APCArts - Education and community engagement initiatives$30,000
Girls Empowerment Network
PO 3122AustinTX78764N/APCEducation - Mentoring initiatives in Austin$30,000
Houston Arboretum & Nature Center
4501 Woodway DrHoustonTX77024N/APCConservation - Youth education programming$30,000
Houston Area Women's Center
1010 Waugh DrHoustonTX77019N/APCEducation - Early childhood development, parent and family support in Houston$30,000
Houston Audubon Society
440 Wilchester BlvdHoustonTX77079N/APCConservation - Youth education programming$30,000
Houston Metropolitan Dance Center Inc
PO Box 980457HoustonTX77098N/APCArts - School-based arts education programs$30,000
Houston Youth Symphony
4550 Post Oak Place Dr Ste 245HoustonTX77027N/APCArts - School-based arts education programs$30,000
HYPE Freedom School Inc
PO Box 14971HoustonTX77221N/APCEducation - Literacy programming, mentorship, and community engagement efforts$30,000
LifeWorks
3700 S 1st StAustinTX78704N/APCHuman Services - Support efforts to address homelessness and other critical needs$30,000
Memorial Assistance Ministries Inc
1625 Blalock RoadHoustonTX77080N/APCHuman Services - Support literacy initiative$30,000
PAIR Partnership for the Advancement & Immersion of Refugees
3300 Chimney Rock Rd Ste 105HoustonTX77056N/APCEducation - Refugee postsecondary readiness, access, and completion programs$30,000
reMIND
515 Post Oak Blvd Ste 650HoustonTX77027N/APCHuman Services - School-based counseling and mental health services/supports$30,000
River Oaks Chamber Orchestra
1934 W Gray St Ste 311HoustonTX77019N/APCArts - Youth education programs$30,000
SAFE Alliance The
PO Box 19454AustinTX78760N/APCHuman Services - Youth education programs$30,000
Seedling Foundation
8001 Centre Park Dr Ste 140AustinTX78754N/APCEducation - Mentoring initiatives in Austin$30,000
Shoal Creek Conservancy
PO Box 11520AustinTX78711N/APCConservation - Support of environmental protection efforts$30,000
The Contemporary Austin
3809 W 35th StAustinTX78703N/APCArts - Youth education programs$30,000
The Thinkery
1830 Simond AveAustinTX78723N/APCEducation - STEAM programming and professional development for Austin teachers$30,000
The University of Texas at Austin Jack S Blanton Museum of Art
200 E Martin Luther King Jr BlvdAustinTX78712N/APCArts - School-based arts education programs$30,000Stop D1303
Travis Audubon Society
3710 Cedar St Box 5AustinTX78757N/APCConservation - Education and community engagement initiatives$30,000
University of Houston Downtown
One Main St Ste S990HoustonTX77002N/AGOVEducation - STEM career and postsecondary program exposure for middle and HS students$30,000
Urban Enrichment Institute The
4014 Market St Ste W145HoustonTX77020N/APCEducation - Mentoring initiatives in Houston$30,000
Urban Harvest Inc
3302 Canal StreetHoustonTX77003N/APCConservation - School-based education programming$30,000
Waterloo Greenway Conservancy
1111 Red River StAustinTX78701N/APCConservation - General operating support$30,000
Woods Project The
2700 Southwest FrwyHoustonTX77098N/APCConservation - Youth education programming$30,000
Austin Public Library Friends Foundation
PO Box 13201AustinTX78711N/APCEducation - Cultural and educational programming$25,000
Bayou Land Conservancy
10330 Lake Rd Bldg JHoustonTX77070N/APCConservation - Support of environmental protection efforts$25,000
Beta Academy
10929 Almeda Genoa RdHoustonTX77034N/APCEducation - Teacher and leader training and development initiatives$25,000
BookSpring
2006 Greenbrook PkwyAustinTX78723N/APCEducation - School-based literacy initiative$25,000
ChildBuilders
11152 Westheimer Rd 794HoustonTX77042N/APCHuman Services - Support of mental health promotion and child abuse prevention$25,000
Foundation Communities Inc
3000 S IH 35 Ste 300AustinTX78704N/APCEducation - Early childhood and youth development, parent and family support in Austin$25,000
Kids' Meals Inc
330 Garden Oaks BlvdHoustonTX77018N/APCHuman Services - Support efforts to address food insecurity and other critical needs$25,000
Latinos for Education
PO Box 27BelmontMA02478N/APCEducation - Training and support for Latinx educators to increase workforce diversity$25,000
Miller Theatre Advisory Board Inc
6000 Hermann Park DriveHoustonTX77030N/APCArts - Expand community access to the arts$25,000
Rve Preparatory Inc
PO Box 450165HoustonTX77245N/APCEducation - General school operations$25,000
Sam Houston University Foundation
1806 Ave JHuntsvilleTX77341N/APCHuman Services - Addressing critical and urgent needs resulting from Winter Storm Uri$25,000
The Education Trust
1501 K Street NW Suite 200WashingtonDC20005N/APCEducation - Educator preparation focused on Texas workforce diversity and representation$25,000
Wesley Community Center
1410 Lee StHoustonTX77009N/APCEducation - Mentoring initiatives in Houston$25,000
Westcave Outdoor Discovery Center
24814 Hamilton Pool RdRound MountainTX78663N/APCConservation - Education and community engagement initiatives$25,000
Austin Disaster Relief Network
PO Box 15424AustinTX78761N/APCHuman Services - Addressing critical and urgent needs resulting from Winter Storm Uri$15,000
Project GRAD Houston
3100 Main St Ste 701AHoustonTX77002N/APCEducation - Postsecondary awareness and access initiative in Houston$10,000
Target Hunger
1260 Shotwell StreetHoustonTX77020N/APCHuman Services - Addressing critical and urgent needs resulting from Winter Storm Uri$10,000
350ORG
PO Box 843004BostonMA02284N/APCDesignated Grant - General operating support$2,000
ACLU Foundation of Texas
PO Box 8306HoustonTX77288N/APCDesignated Grant - General operating support$10,000
Amazing Place
3735 DrexelHoustonTX77027N/APCDesignated Grant - General operating support$5,000
Arms Wide Adoption Services
6925 Portwest Drive Suite 110HoustonTX77024N/APCDesignated Grant - General operating support$2,350
Avondale House
3737 OMeara DriveHoustonTX77025N/APCDesignated Grant - General operating support$4,000
Avondale House
3737 OMeara DriveHoustonTX77025N/APCDesignated Grant - General operating support$960
Bayou Community Foundation
PO Box 582HoumaLA70361N/APCDesignated Grant - General operating support$2,000
Big Bend Conservancy
PO Box 200Big Bend National ParkTX79834N/APCDesignated Grant - General operating support$5,000
Boy Scouts of America - Circle Ten Council
8605 Harry Hines BlvdDallasTX75235N/APCDesignated Grant - General operating support$15,000
Boy Scouts of America - Circle Ten Council
8605 Harry Hines BlvdDallasTX75235N/APCDesignated Grant - General operating support$10,000
Boy Scouts of America - Circle Ten Council
8605 Harry Hines BlvdDallasTX75235N/APCDesignated Grant - General operating support$5,000
Boys & Girls Country
18806 Roberts RoadHockleyTX77447N/APCDesignated Grant - General operating support$5,000
Boys & Girls Country
18806 Roberts RoadHockleyTX77447N/APCDesignated Grant - General operating support$5,000
Breakthrough Houston
2401 Claremont LnHoustonTX77019N/APCDesignated Grant - General operating support$10,000
CAMFED
466 Geary StreetSan FranciscoCA94102N/APCDesignated Grant - General operating support$2,500
Camp Allen
18800 FM 362NavasotaTX77868N/APCDesignated Grant - General operating support$23,000
Camp Allen
18800 FM 362NavasotaTX77868N/APCDesignated Grant - General operating support$10,000
Camp Allen
18800 FM 362NavasotaTX77868N/APCDesignated Grant - General operating support$10,000
Camp Allen
18800 FM 362NavasotaTX77868N/APCDesignated Grant - General operating support$5,000
Camp For All Foundation
3701 Kirby DriveHoustonTX77098N/APCDesignated Grant - General operating support$7,500
Centre College
600 West Walnut StreetDanvilleKY40422N/APCDesignated Grant - General operating support$2,000
Chattanooga Area Food Bank Inc
2009 Curtain Pole RdChattanoogaTN37406N/APCDesignated Grant - General operating support$10,000
ChildBuilders
11152 Westheimer Rd 794HoustonTX77042N/APCDesignated Grant - General operating support$2,500
Children's Museum of Houston
1500 Binz StHoustonTX77004N/APCDesignated Grant - General operating support$15,000
Children's Museum of Houston
1500 Binz StHoustonTX77004N/APCDesignated Grant - General operating support$1,405
Citizens' Environmental Coalition Educational Fund
PO Box 702HoustonTX77001N/APCDesignated Grant - General operating support$5,000
Communities In Schools of Houston Inc
1235 N Loop West Ste 300HoustonTX77008N/APCDesignated Grant - General operating support$5,000
Communities In Schools of Houston Inc
1235 N Loop West Ste 300HoustonTX77008N/APCDesignated Grant - General operating support$1,800
Community Foundation of Acadiana (CFA)
1035 Camellia BoulevardLafayetteLA70508N/APCDesignated Grant - General operating support$5,696
Cystic Fibrosis Foundation
4550 Montgomery Avenue 1100 NBethesdaMD20814N/APCDesignated Grant - General operating support$513
Dallas 24 Hour Club Inc
4636 Ross AvenueDallasTX75204N/APCDesignated Grant - General operating support$5,000
Dartmouth College
6066 Development OfficeHanoverNH03755N/APCDesignated Grant - General operating support$23,000
Dartmouth College
6066 Development OfficeHanoverNH03755N/APCDesignated Grant - General operating support$15,000
Dartmouth College
6066 Development OfficeHanoverNH03755N/APCDesignated Grant - General operating support$5,000
Friends of Red Clay State Historic Area
1140 Red Clay Park Rd SWClevelandTN37311N/APCDesignated Grant - General operating support$25,000
Friends of the Earth
1101 15th Street NWWashingtonDC20005N/APCDesignated Grant - General operating support$2,500
Fuse Box Austin
2023 E Cesar ChavezAustinTX78702N/APCDesignated Grant - General operating support$2,350
Helping Hand Home for Children
3804 Avenue BAustinTX78751N/APCDesignated Grant - General operating support$2,500
Hope and Healing Center & Institute
717 Sage RoadHoustonTX77056N/APCDesignated Grant - General operating support$2,500
Houston Area Parkinson Society
2700 Southwest Freeway Suite 296HoustonTX77098N/APCDesignated Grant - General operating support$5,000
Houston Area Women's Center
1010 Waugh DrHoustonTX77019N/APCDesignated Grant - General operating support$5,000
Houston Audubon Society
440 Wilchester BlvdHoustonTX77079N/APCDesignated Grant - General operating support$4,468
Houston Ballet Foundation
601 Preston StHoustonTX77002N/APCDesignated Grant - General operating support$15,000
Houston Food Bank
535 Portwall StreetHoustonTX77029N/APCDesignated Grant - General operating support$6,000
Houston Food Bank
535 Portwall StreetHoustonTX77029N/APCDesignated Grant - General operating support$5,000
Houston Golf Association
7000 Capitol StreetHoustonTX77011N/APCDesignated Grant - General operating support$10,000
Houston Golf Association
7000 Capitol StreetHoustonTX77011N/APCDesignated Grant - General operating support$5,000
Houston Zoo The
1513 Cambridge StHoustonTX77030N/APCDesignated Grant - General operating support$5,000
HSPVA Friends
PO Box 52910HoustonTX77052N/APCDesignated Grant - General operating support$5,000
KIPP Texas Inc
10711 KIPP WayHoustonTX77099N/APCDesignated Grant - General operating support$5,000
Lamar High School Alumni Association
PO Box 540207HoustonTX77254N/APCDesignated Grant - General operating support$15,000
Manned Space Flight Education Foundation
1601 NASA ParkwayHoustonTX77058N/APCDesignated Grant - General operating support$6,000
MD Anderson Cancer Center
Unit 705HoustonTX77230N/AGOVDesignated Grant - General operating support$5,000
Memorial Assistance Ministries Inc
1625 Blalock RoadHoustonTX77080N/APCDesignated Grant - General operating support$15,000
Menil Foundation Inc
1533 Sul Ross StHoustonTX77006N/APCDesignated Grant - General operating support$6,000
Menil Foundation Inc
1533 Sul Ross StHoustonTX77006N/APCDesignated Grant - General operating support$5,000
Menil Foundation Inc
1533 Sul Ross StHoustonTX77006N/APCDesignated Grant - General operating support$1,380
Museum of Fine Arts Houston Bayou Bend Collection and Gardens
PO Box 6826HoustonTX77265N/APCDesignated Grant - General operating support$15,000
Museum of Fine Arts Houston Glassell School of Art
5101 Montrose BlvdHoustonTX77006N/APCDesignated Grant - General operating support$20,000
National Resources Defense Council
40 West 20th StreetNew YorkNY10011N/APCDesignated Grant - General operating support$2,000
Nature Conservancy Inc
3801 Kirby Drive Ste 740HoustonTX77098N/APCDesignated Grant - General operating support$2,000
Northwestern University
1201 Davis StEvanstonIL60201N/APCDesignated Grant - General operating support$1,000
Parish Episcopal School
4101 Sigma RoadDallasTX75244N/APCDesignated Grant - General operating support$10,000
Planned Parenthood Gulf Coast Inc
4600 Gulf FrwyHoustonTX77023N/APCDesignated Grant - General operating support$15,000
Planned Parenthood Gulf Coast Inc
4600 Gulf FrwyHoustonTX77023N/APCDesignated Grant - General operating support$9,500
Randolph College
2500 Rivermont AvenueLynchburgVA24503N/APCDesignated Grant - General operating support$10,000
reMIND
515 Post Oak Blvd Ste 650HoustonTX77027N/APCDesignated Grant - General operating support$5,000
reMIND
515 Post Oak Blvd Ste 650HoustonTX77027N/APCDesignated Grant - General operating support$600
River Oaks Chamber Orchestra
1934 W Gray St Ste 311HoustonTX77019N/APCDesignated Grant - General operating support$6,000
Ronald McDonald House Charities of Central Texas Inc
1315 Barbara Jordan BlvdAustinTX78723N/APCDesignated Grant - General operating support$30,000
Rutherford B H Yates Museum
PO Box 130726HoustonTX77219N/APCDesignated Grant - General operating support$5,000
SAFE Alliance The
PO Box 19454AustinTX78760N/APCDesignated Grant - General operating support$5,000
Salvation Army The
1500 AustinHoustonTX77002N/APCDesignated Grant - General operating support$35,000
School Year Abroad Inc
120 Water St Ste 310North AndoverMA01845N/APCDesignated Grant - General operating support$15,000
School Year Abroad Inc
120 Water St Ste 310North AndoverMA01845N/APCDesignated Grant - General operating support$5,000
Schools of the Sacred Heart
1821 Academy RoadGrand CoteauLA70541N/APCDesignated Grant - General operating support$1,500
Sea Shepherd Conservation Society
PO Box 8628AlexandriaVA22306N/APCDesignated Grant - General operating support$10,000
SEARCH Homeless Services
2015 Congress AveHoustonTX77002N/APCDesignated Grant - General operating support$25,000
SEARCH Homeless Services
2015 Congress AveHoustonTX77002N/APCDesignated Grant - General operating support$6,000
Simple Interactions Inc
147 George StreetArlingtonMA02476N/APCDesignated Grant - General operating support$2,500
St John's School
2401 ClaremontHoustonTX77019N/APCDesignated Grant - General operating support$10,000
St John's School
2401 ClaremontHoustonTX77019N/APCDesignated Grant - General operating support$2,000
St Luke's United Methodist Church
3471 WestheimerHoustonTX77019N/ASO IIDesignated Grant - General operating support$5,500
St Mark's Episcopal School
3816 Bellaire BlvdHoustonTX77025N/APCDesignated Grant - General operating support$10,000
St Marks United Methodist Church
701 Mississippi AvenueChattanoogaTN37405N/AGOVDesignated Grant - General operating support$500
Stanford University
326 Galvez StreetStanfordCA94305N/APCDesignated Grant - General operating support$7,423
Street Hope TN
7709 Ewing RoadPowellTN37849N/APCDesignated Grant - General operating support$1,000
Target Hunger
1260 Shotwell StreetHoustonTX77020N/APCDesignated Grant - General operating support$25,000
Target Hunger
1260 Shotwell StreetHoustonTX77020N/APCDesignated Grant - General operating support$25,000
Target Hunger
1260 Shotwell StreetHoustonTX77020N/APCDesignated Grant - General operating support$10,000
TEACH To Educate All Children
2900 Weslayan St Ste 375HoustonTX77027N/APCDesignated Grant - General operating support$6,000
Texas Forestry Association & Educational Fund
PO Box 1488LufkinTX75902N/APCDesignated Grant - General operating support$10,000
Texas Land Conservancy
PO Box 162481AustinTX78716N/APCDesignated Grant - General operating support$20,000
Texas State University Development Foundation
601 University DrSan MarcosTX78666N/APCDesignated Grant - General operating support$30,000
The Salvation Army ALM Division
1450 Riverside DriveJacksonMS39202N/APCDesignated Grant - General operating support$2,000
The University of Texas at Austin
PO Box 7458AustinTX78713N/AGOVDesignated Grant - General operating support$6,500
Transgender Law Center
PO Box 70976OaklandCA94612N/APCDesignated Grant - General operating support$3,000
Trees For Houston
PO Box 270477HoustonTX77277N/APCDesignated Grant - General operating support$2,500
United States Foundation for the Commemoration of the World Wars
PO Box 17586ArlingtonVA22216N/APCDesignated Grant - General operating support$2,000
University of Arizona Foundation
1111 North Cherry AvenueTucsonAZ85721N/APCDesignated Grant - General operating support$7,500
University of Arizona Foundation
1111 North Cherry AvenueTucsonAZ85721N/APCDesignated Grant - General operating support$7,000
University of Arizona Foundation
1111 North Cherry AvenueTucsonAZ85721N/APCDesignated Grant - General operating support$5,000
University of Puget Sound
1500 N Warner St 1067TacomaWA98416N/APCDesignated Grant - General operating support$5,000
University of Texas at Austin The Cockrell School of EngineeringLBJ Schoo
PO Box 7458AustinTX78713N/AGOVDesignated Grant - General operating support$4,577
University of Texas at Austin The McCombs School of Business
ATTN UT McCombs Real Estate CenterAustinTX78712N/AGOVDesignated Grant - General operating support$5,000
Waterloo Greenway Conservancy
1111 Red River StAustinTX78701N/APCDesignated Grant - General operating support$35,000
Waterloo Greenway Conservancy
1111 Red River StAustinTX78701N/APCDesignated Grant - General operating support$26,000
Waterloo Greenway Conservancy
1111 Red River StAustinTX78701N/APCDesignated Grant - General operating support$15,000
Wildlife Conservation Society
2300 Southern BoulevardBronxNY10460N/APCDesignated Grant - General operating support$1,000
Wonderland Inc
5807 Calhoun RdHoustonTX77021N/APCDesignated Grant - General operating support$5,000
Woods Project The
2700 Southwest FrwyHoustonTX77098N/APCDesignated Grant - General operating support$20,000
Woods Project The
2700 Southwest FrwyHoustonTX77098N/APCDesignated Grant - General operating support$2,500
Wubu Foundation for Deaf Children Development International Inc
1113 E Nutmeg PlMiddletownDE19709N/APCDesignated Grant - General operating support$5,000
Zero Cancer
515 King Street Suite 420AlexandriaVA22314N/APCDesignated Grant - General operating support$2,500
Exponent Philanthropy
1720 N Street NWWashingtonDC20036N/APCOther - General operating support, programs, and initiatives$780
Grantmakers for Education
851 SW 6th Avenue Suite 350PortlandOR97204N/APCOther - General operating support, programs, and initiatives$4,200
National Center for Family Philanthropy Inc
1667 K Street NWWashingtonDC20006N/APCOther - General operating support, programs, and initiatives$5,000
Philanthropy Southwest
1910 Pacific Ave Ste 13500DallasTX75201N/APCOther - General operating support, programs, and initiatives$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,017,783TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
HAY Center Foundation
1216 W Clay StHoustonTX77019N/APCHuman Services - Support of construction of the HAY Center campus$300,000
Echoing Green Summer House Institute
1600 Vine StreetPhiladelphiaPA19102N/APCEducation - Educator preparation to increase Houston Black male teacher representation$150,000
First3Years
15851 Dallas Pkwy Ste 106AddisonTX75001N/APCEducation - Early childhood development, parent and family systems support in Houston$150,000
University of Houston - College of Education
5000 Gulf Freeway Building 1 RoomHoustonTX77204N/AGOVEducation - Teacher and leader training for identifying dyslexia risk factors$75,000240
Beta Academy
10929 Almeda Genoa RdHoustonTX77034N/APCEducation - Teacher and leader training and development initiatives$25,000
Latinos for Education
PO Box 27BelmontMA02478N/APCEducation - Training and support for Latinx educators to increase workforce diversity$25,000
Rve Preparatory Inc
PO Box 450165HoustonTX77245N/APCEducation - General school operations$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$750,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$115ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,058,209ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,338,495ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$20,396,819ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,396,819TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Tax compliance$7,000$3,500$3,500
Bookkeeping$10,412$521$9,891

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (26 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1,500,000 Adobe Inc 2.3% 02/01/30$1,534,635$1,534,635
1,000,000 Altria Group 2.85% 08/09/22$1,013,670$1,013,670
1,000,000 American Express 2.65% 12/02/22$1,019,030$1,019,030
500,000 AT&T Inc 3% 06/30/22$503,810$503,810
500,000 AT&T Inc 3.4% 05/15/25$528,415$528,415
500,000 Bank of America 3.5% 04/19/26$538,880$538,880
500,000 Enterprise Prods Oper 3.95% 02/15/27$545,390$545,390
500,000 Gilead Sciences Inc 3.25% 09/01/22$506,740$506,740
1,000,000 Goldman Sachs 3.75% 05/22/25$1,067,630$1,067,630
500,000 Home Depot Inc 2.625% 06/01/22$503,835$503,835
1,000,000 Home Depot Inc 2.95% 06/15/29$1,066,280$1,066,280
1,000,000 JPMorgan Chase & Co 2.95% 10/01/26$1,056,230$1,056,230
500,000 JPMorgan Chase & Co 3.25% 09/23/22$510,030$510,030
1,500,000 Mastercard Inc 3.35% 03/26/30$1,651,680$1,651,680
1,000,000 McDonald's Corp Mtn 3.5% 03/01/27$1,080,730$1,080,730
1,500,000 Morgan Stanley Ser 3.625% 01/20/27$1,627,230$1,627,230
500,000 PepsiCo Inc 2.37500% 10/06/26$522,450$522,450
1,000,000 PepsiCo Inc 2.625% 07/29/29$1,052,770$1,052,770
1,000,000 Philip Morris Intl 3.375% 08/15/29$1,078,460$1,078,460
500,000 Philip Morris Intl Inc 2.75% 02/25/26$520,530$520,530
400,000 State Street Corp 2.65% 05/19/26$421,848$421,848
600,000 State Street Corp 3.1% 05/15/2023$618,720$618,720
1,000,000 Verizon Comm 4.125% 03/16/27$1,111,550$1,111,550
1,500,000 Visa Inc 2.05% 04/15/30$1,520,265$1,520,265
1,000,000 Wells Fargo &Co 3% 10/23/26$1,051,210$1,051,210
500,000 Wells Fargo &Co 3.069% 01/24/23$500,670$500,670

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
64,540 Abbott Laboratories$9,083,360$9,083,360
10,175 Adobe Systems$5,769,835$5,769,835
25,015 Air Products And Chemicals$7,611,064$7,611,064
6,625 Alphabet Inc$19,170,034$19,170,034
40,020 Altria Group Inc$1,896,548$1,896,548
4,745 Amazon.com Inc$15,821,443$15,821,443
137,200 Apple Inc$24,362,604$24,362,604
5,000 ASML Holding NV$3,980,700$3,980,700
10,265 Automatic Data Processing$2,531,144$2,531,144
10,205 Blackrock Inc$9,343,290$9,343,290
18,500 Broadridge Financial Solution$3,382,170$3,382,170
57,885 Canadian Pacific Railway$4,164,247$4,164,247
45,239 Chevron Corp$5,308,797$5,308,797
98,000 Clarivate PLC$2,304,960$2,304,960
108,108 Coca-Cola Co$6,401,075$6,401,075
112,450 Comcast Corp$5,659,608$5,659,608
28,675 Estee Lauder Companies$10,615,485$10,615,485
15,000 IHS Markit Ltd$1,993,800$1,993,800
46,500 Intercontinental Exchange Inc$6,359,805$6,359,805
11,500 Intuit Inc$7,397,030$7,397,030
13,800 Intuitive Surgical Inc$4,958,340$4,958,340
18,180 Johnson & Johnson$3,110,053$3,110,053
46,480 JPMorgan Chase & Co$7,360,108$7,360,108
19,700 Marriott International Inc$3,255,228$3,255,228
12,300 Mastercard Incorporated$4,419,636$4,419,636
24,205 McDonald's Corp$6,488,634$6,488,634
57,640 Meta Platforms Inc$19,387,214$19,387,214
106,735 Microsoft Corp$35,897,115$35,897,115
33,807 Mondelez Intl Inc$2,241,742$2,241,742
51,885 Nestle ADR$7,256,999$7,256,999
32,095 Nike Inc$5,349,274$5,349,274
81,100 Novo Nordisk$9,083,200$9,083,200
14,225 Otis Worldwide Corp Com$1,238,571$1,238,571
31,648 Pepsico Inc$5,497,574$5,497,574
60,650 Philip Morris International$5,761,750$5,761,750
58,960 Progressive Corp Com$6,052,244$6,052,244
28,000 Raytheon Technologies Corp$2,409,680$2,409,680
33,000 Roche Holdings ADR$1,716,297$1,716,297
12,765 S&P Global Inc$6,024,186$6,024,186
13,650 Sherwin-Williams Co$4,806,984$4,806,984
54,445 Texas Instruments Inc$10,261,249$10,261,249
25,435 Union Pac Corp$6,407,840$6,407,840
16,520 Unitedhealth Group Inc$8,295,353$8,295,353
20,850 Verisk Analytics Inc$4,769,020$4,769,020
44,800 Visa Inc$9,708,608$9,708,608
10,000 Zoetis Inc$2,440,300$2,440,300
769,155 Vanguard Mid-Cap Index Fund Inst$53,602,398$53,602,398
361,726 Vanguard Tot Intl Stock IX Inst$49,473,263$49,473,263

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,942,419USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,942,419USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGeneral counselCategoryTxt
Legal Fees$7,069LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,382DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank charges$20,100$20,100$0
Dues and subscriptions$200$10$190
Final severance payments$0$0$181,890
Insurance$3,570$179$3,391
Office expense$24,543$1,227$23,316
Payroll processing fees$8,480$424$7,949
Software expense$14,242$0$19,054
Technology expenses$2,785$139$2,544
Telephone$5,988$299$5,689

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
Difference between book and FMV of noncash grants$3,274,384
Returned grant$18,459
Unrealized appreciation in value of investments$67,016,654

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment management fees$727,671$727,671$0
IT consultant$49,997$0$49,870
Strategic planning$36,000$0$36,000
Recruitment services$88,404$0$88,404
Administrative support$4,665$0$4,665
Staff development services$5,842$0$5,842
Other professional fees$16,550$0$16,550

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Excise tax$270,449$0$0
Foreign tax$137,822$137,822$0