MENIL FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MENIL FOUNDATION INC (EIN 74-6045327)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202231369349313698
- Schema version
- 2020v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T16:33:56-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746045327 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Menil Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MENI | BusinessNameControlTxt |
| Phone | 7135259484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1519 Branard Street | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770064721 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ileana Del Toro | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7135259484 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Ileana | PersonFirstNm |
| Person Last | Del Toro | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Rebecca Rabinow | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1519 Branard Street | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770064721 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $93,049,264 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.menil.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | The Menil Foundation, Inc. supports the Menil Collection, an art museum set in a residential Houston neighborhood. The museum welcomes all visitors free of charge to its art buildings, programs, and green spaces. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 158 | TotalEmployeeCnt |
| Total Volunteers | 24 | TotalVolunteersCnt |
| Total Gross UBI | -$552,854 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,546,040 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,599,817 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,799,828 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,733,594 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,136,563 | PYInvestmentIncomeAmt |
| CY Investment Income | $26,042,573 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$85,022 | PYOtherRevenueAmt |
| CY Other Revenue | -$33,321 | CYOtherRevenueAmt |
| PY Total Revenue | $18,397,409 | PYTotalRevenueAmt |
| CY Total Revenue | $43,342,663 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $65,789 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $53,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,010,425 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,527,240 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $11,125 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,093,051 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,132,673 | PYOtherExpensesAmt |
| CY Other Expenses | $13,301,522 | CYOtherExpensesAmt |
| PY Total Expenses | $23,220,012 | PYTotalExpensesAmt |
| CY Total Expenses | $22,881,762 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,822,603 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $20,460,901 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $819,808,947 | TotalAssetsBOYAmt |
| Total Assets EOY | $910,076,505 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,384,351 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,569,098 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $814,424,596 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $906,507,407 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Menil Collection is committed to its founders' belief that art is essential to human experience. The Menil fosters direct personal encounters with art, and welcomes all visitors free of charge to its museum buildings and surrounding green spaces. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,533,135 | ExpenseAmt |
| Revenue | $1,549,053 | RevenueAmt |
| Desc | See Schedule OExhibitions, art displays, and neighborhood enhancement: The Menil Collection regularly rotates displays of its permanent collection and organizes loan exhibitions, primarily in the main museum building and in the Menil Drawing Institute. The Menil's thirty-acre campus includes three other art buildings - Cy Twombly Gallery, the Dan Flavin Installation at Richmond Hall, and the Byzantine Fresco Chapel along with bungalows serving as staff offices, and a bookstore. The Menil Foundation rents out a number of properties in the neighborhood, including some to other non-profits at discounted rates, and maintains a significant amount of green space, which contributes to the unique vitality of the Menil neighborhood. Additionally the Foundation maintains the historic Menil House, the former residence of the museum's founders, which is located in a nearby neighborhood, and serves as the site for museum functions. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,520,596 | ExpenseAmt |
| Grant | $3,000 | GrantAmt |
| Revenue | $39,548 | RevenueAmt |
| Desc | Curatorial and collections - The Menil cares for more than 17,000 works of art in its permanent collection spanning the prehistoric to the present day. The museum's holdings comprise four primary areas of focus: artifacts and objects from the civilizations of the ancient Mediterranean, Egypt, and the Near East; medieval and Byzantine art, objects, and icon paintings; the arts of Africa, the Pacific Islands, and the Americas and the American Pacific Northwest; and modern and contemporary paintings, sculptures, drawings and works on paper, photography, and installations, with concentrations in Surrealism, Abstract Expressionism, Pop Art, and Minimalism. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,184,777 | ExpenseAmt |
| Grant | $50,000 | GrantAmt |
| Revenue | $32,265 | RevenueAmt |
| Desc | Education and public programs - Each year the Menil presents a variety of free educational programs and events, including artist and curator lectures, panel discussions and book readings, musical performances, and film screenings. Since 1989, the Menil and the non-profit Writers in the Schools have collaborated to offer an experiential arts education program that introduces young students to fine arts and creative writing. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $466,780 | ExpenseAmt |
| Revenue | $105,480 | RevenueAmt |
| Desc | Membership - The Menil Collection offers three categories of membership, each with a unique focus and benefits. In addition to general memberships, the museum's Menil Contemporaries program is a membership group for emerging patrons, collectors, and art enthusiasts who share a common passion for the Menil Collection. The Menil Society is a group of committed patrons who enjoy a strong relationship with the Menil. Members are dedicated to fostering deeper engagement with the museum, its mission, and its world-renowned collection by generously supporting exhibitions, programming, and the museum's annual fund. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $466,780 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $105,480 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $13,705,288 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 81 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 158 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ileana Del Toro | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7135259484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1519 Branard Street | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770064721 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Louisa Stude Sarofim | ||||||||
| Chair Emerita | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Janet M Hobby | ||||||||
| Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Doug L Lawing | ||||||||
| President | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mark Wawro | ||||||||
| Vice President | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| George B Kelly | ||||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Michael Zilkha | ||||||||
| Secretary | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Nancy Abendshein | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Suzanne Deal Booth | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David Fitch | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Aziz Friedrich | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Barbara Goot-Gamson | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Cecily Horton | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Caroline Huber | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Janie C Lee | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Alison Leland | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Isabel Lummus | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Clemence Molin | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Benedicte de Montlaur | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Franci Neely | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Marilyn Oshman | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| William E Pritchard III | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David Ruiz | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Anne Schlumberger | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| James W Stewart Jr | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rebecca Rabinow | ||||||||
| Director | 40.00 | 0.00 | Yes (X) | $440,114 | $0 | $37,965 | ||
| Ileana Del Toro | ||||||||
| CFO | 38.00 | 2.00 | Yes (X) | $173,672 | $0 | $34,902 | ||
| Bradford Epley | ||||||||
| Chief Conservator | 35.00 | 0.00 | $139,848 | $0 | $30,595 | Yes (X) | ||
| Suzanne Maloch | ||||||||
| Director of Human Resources | 35.00 | 0.00 | $143,688 | $0 | $30,852 | Yes (X) | ||
| Susan Anderson | ||||||||
| Director of Collection Management | 35.00 | 0.00 | $116,343 | $0 | $26,631 | Yes (X) | ||
| Judith Waters | ||||||||
| Dir of Development | 35.00 | 0.00 | $163,907 | $0 | $31,865 | Yes (X) | ||
| Edouard Kopp | ||||||||
| Chief Curator, MDI | 35.00 | 0.00 | $161,009 | $0 | $24,457 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,338,581 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $217,267 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Zamore Homes LLC | |||||
| 1501 Laird Stree | Houston | TX | 77008 | Construction design | $527,375 |
| Fayez Sarofim & Co | |||||
| 909 Fannin St 2907 | Houston | TX | 77010 | Investment management | $206,596 |
| Prime Buchholz Consulting | |||||
| 273 Corporate Dr 250 | Portland | OR | 03801 | Investment management | $196,756 |
| Gladstone Gallery | |||||
| 515 West 24th Street | New York | NY | 10011 | Exhibition services | $120,000 |
| Stephens Inc | |||||
| 9 E Greenway Plaza 1900 | Houston | TX | 77046 | Investment management | $112,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,052,617 | MembershipDuesAmt |
| Fundraising | $194,086 | FundraisingAmt |
| Government Grants | $1,963,180 | GovernmentGrantsAmt |
| All Other Contributions | $12,389,934 | AllOtherContributionsAmt |
| Noncash Contributions | $8,723,262 | NoncashContributionsAmt |
| Total Contributions | $15,599,817 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Program rental income | 900099 | $1,512,738 | $1,512,738 |
| Membership dues | 900099 | $105,480 | $105,480 |
| Other program fees | 900099 | $39,548 | $39,548 |
| Royalties | 900099 | $39,513 | $39,513 |
| Exhibition fees | 900099 | $36,315 | $36,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,733,594 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,477,525 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$530,868 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,008,393 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $70,035,036 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,469,988 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,565,048 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,565,048 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$22,014 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,587,062 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $22,200 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $194,086 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $48,301 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$26,101 | TotalRevenueColumnAmt |
| Exclusion | -$26,101 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $181,092 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $188,312 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,220 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$7,248 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $28 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,342,663 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,726,346 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$552,854 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26,569,354 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
| Program Services | $3,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,000 | TotalAmt |
| Program Services | $441,500 | ProgramServicesAmt |
| Management And General | $180,500 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,605,206 | TotalAmt |
| Program Services | $4,521,596 | ProgramServicesAmt |
| Management And General | $1,341,526 | ManagementAndGeneralAmt |
| Fundraising | $742,084 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,581 | TotalAmt |
| Program Services | $224,555 | ProgramServicesAmt |
| Management And General | $65,834 | ManagementAndGeneralAmt |
| Fundraising | $34,192 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,457,452 | TotalAmt |
| Program Services | $1,105,560 | ProgramServicesAmt |
| Management And General | $239,185 | ManagementAndGeneralAmt |
| Fundraising | $112,707 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,001 | TotalAmt |
| Program Services | $368,739 | ProgramServicesAmt |
| Management And General | $94,548 | ManagementAndGeneralAmt |
| Fundraising | $54,714 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,327 | TotalAmt |
| Program Services | $3,820 | ProgramServicesAmt |
| Management And General | $85,507 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,200 | TotalAmt |
| Management And General | $95,200 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,051,637 | TotalAmt |
| Management And General | $1,051,637 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,065 | TotalAmt |
| Program Services | $375,020 | ProgramServicesAmt |
| Management And General | $100,977 | ManagementAndGeneralAmt |
| Fundraising | $2,068 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,913 | TotalAmt |
| Program Services | $1,820 | ProgramServicesAmt |
| Management And General | $3,093 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,580 | TotalAmt |
| Program Services | $213,621 | ProgramServicesAmt |
| Management And General | $71,586 | ManagementAndGeneralAmt |
| Fundraising | $29,373 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,047 | TotalAmt |
| Program Services | $155,491 | ProgramServicesAmt |
| Management And General | $19,416 | ManagementAndGeneralAmt |
| Fundraising | $32,140 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,372,172 | TotalAmt |
| Program Services | $2,240,094 | ProgramServicesAmt |
| Management And General | $65,485 | ManagementAndGeneralAmt |
| Fundraising | $66,593 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,031 | TotalAmt |
| Program Services | $6,043 | ProgramServicesAmt |
| Management And General | $837 | ManagementAndGeneralAmt |
| Fundraising | $151 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,187,644 | TotalAmt |
| Program Services | $211,026 | ProgramServicesAmt |
| Management And General | $3,970,398 | ManagementAndGeneralAmt |
| Fundraising | $6,220 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,586 | TotalAmt |
| Program Services | $10,686 | ProgramServicesAmt |
| Management And General | $543,375 | ManagementAndGeneralAmt |
| Fundraising | $525 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Program rental expenses | $2,147,813 | $2,147,813 | ||
| Exhibition expenses | $1,489,346 | $1,489,346 | ||
| Other expenses | $272,568 | $117,599 | $151,658 | $3,311 |
| Local programs & events | $29,593 | $17,959 | $2,661 | $8,973 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,881,762 | TotalAmt |
| Program Services | $13,705,288 | ProgramServicesAmt |
| Management And General | $8,083,423 | ManagementAndGeneralAmt |
| Fundraising | $1,093,051 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,737,800 | BOYAmt |
| EOY | $6,620,396 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,550,717 | BOYAmt |
| EOY | $6,339,604 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,546 | BOYAmt |
| EOY | $1,922,452 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,280 | BOYAmt |
| EOY | $145,647 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $817,459 | BOYAmt |
| EOY | $853,173 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $169,645,803 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $62,296,331 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,058,738 | BOYAmt |
| EOY | $107,349,472 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,503,994 | BOYAmt |
| EOY | $258,152,685 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,419,190 | BOYAmt |
| EOY | $122,081,083 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $398,153,223 | BOYAmt |
| EOY | $406,611,993 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $819,808,947 | BOYAmt |
| EOY | $910,076,505 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,815,042 | BOYAmt |
| EOY | $3,569,098 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $569,309 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,384,351 | BOYAmt |
| EOY | $3,569,098 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534,759,759 | BOYAmt |
| EOY | $578,799,607 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,664,837 | BOYAmt |
| EOY | $327,707,800 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $814,424,596 | BOYAmt |
| EOY | $906,507,407 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $819,808,947 | BOYAmt |
| EOY | $910,076,505 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $20,460,901 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $71,595,085 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $26,825 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,782,411 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,833,840 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,633,997 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,546,040 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,599,817 | CurrentTaxYearAmt |
| Total | $95,396,105 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,782,411 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,833,840 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,633,997 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,546,040 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,599,817 | CurrentTaxYearAmt |
| Total | $95,396,105 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $32,571,554 | SubstantialContributorsTotAmt |
| Public Support Total170 | $62,824,551 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,472,965 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,686,927 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,932,917 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,193,548 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,477,525 | CurrentTaxYearAmt |
| Total | $22,763,882 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $118,159,987 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $10,581,843 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.53170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49780 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $8,089,430 | RevenuesIncludedAmt |
| Assets Included | $406,611,993 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $310,446,924 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | $68,095,059 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,656,079 | OtherExpendituresAmt |
| End Year Balance | $362,985,904 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $315,318,793 | BeginningYearBalanceAmt |
| Contributions | $250,337 | ContributionsAmt |
| Investment Earnings Or Losses | $3,364,854 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,487,060 | OtherExpendituresAmt |
| End Year Balance | $310,446,924 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $289,080,017 | BeginningYearBalanceAmt |
| Contributions | $14,376,626 | ContributionsAmt |
| Investment Earnings Or Losses | $12,223,104 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $360,954 | OtherExpendituresAmt |
| End Year Balance | $315,318,793 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $267,873,983 | BeginningYearBalanceAmt |
| Contributions | $3,083,217 | ContributionsAmt |
| Investment Earnings Or Losses | $18,526,731 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $403,914 | OtherExpendituresAmt |
| End Year Balance | $289,080,017 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $251,237,566 | BeginningYearBalanceAmt |
| Contributions | $1,200,000 | ContributionsAmt |
| Investment Earnings Or Losses | $18,843,009 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,406,592 | OtherExpendituresAmt |
| End Year Balance | $267,873,983 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10470 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.50480 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.39050 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,654,519 | OtherCostOrOtherBasisAmt |
| Book Value | $27,654,519 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $125,031,472 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,777,543 | DepreciationAmt |
| Book Value | $74,253,929 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,959,812 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,518,788 | DepreciationAmt |
| Book Value | $5,441,024 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $107,349,472 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Private Equity / Hedge Funds | $93,287,689 | F |
| Investment in Richmont Corporation | $10,463 | C |
| Partnerships | $28,782,931 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $122,081,083 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Art Collection | Desc |
| Book Value | $406,611,993 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $406,611,993 | TotalBookValueOtherAssetsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | The museum's holdings comprise four primary areas of focus: artifacts and objects from the civilizations of the ancient Mediterranean, Egypt, and the Near East; medieval and Byzantine art, objects, and icon paintings; the arts of Africa, the Pacific Islands, and the Americas and the American Pacific Northwest; and modern and contemporary paintings, sculptures, drawings and works on paper, photography, and installations, with concentrations in Surrealism, Abstract Expressionism, Pop Art, and Minimalism. |
| Part V, Line 4: | Endowment funds are held with the intent of realizing investment revenue, preserving endowment purchasing power, and utilizing prudent earning amounts to fund the organization's mission. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investment | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $42,838,826 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $42,838,826 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $42,838,826 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, line 3: | The amount reported in Part I, Line 3(f) represents the fair market value of investments held in the region as of June 30, 2021. |
| Part III Accounting Method: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Studio Menil Presents | Event1Nm |
| Gross Receipts Event1 | $216,286 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $194,086 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $22,200 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $28,552 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,528 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $15,221 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $216,286 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $194,086 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $22,200 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $28,552 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,528 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $15,221 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $48,301 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$26,101 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Writers in the Schools | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1523 W Main St | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 760338549 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $50,000 | CashGrantAmt |
| Purpose Of Grant | Support of educational activities | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Menil Foundation, Inc. makes grants to Writers in the Schools in connection with programs WITS conducts in coordination with the Foundation. The coordination between the two organizations regarding the programs conducted serves to monitor the use of the funds. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rebecca Rabinow | ||||||||||||||
| Director | $439,614 | $0 | $500 | $0 | $0 | $0 | $14,500 | $0 | $23,465 | $0 | $478,079 | $0 | $0 | $0 |
| Ileana Del Toro | ||||||||||||||
| CFO | $173,172 | $0 | $500 | $0 | $0 | $0 | $9,160 | $0 | $25,742 | $0 | $208,574 | $0 | $0 | $0 |
| Judith Waters | ||||||||||||||
| Dir of Development | $163,407 | $0 | $500 | $0 | $0 | $0 | $8,400 | $0 | $23,465 | $0 | $195,772 | $0 | $0 | $0 |
| Edouard Kopp | ||||||||||||||
| Chief Curator, MDI | $160,509 | $0 | $500 | $0 | $0 | $0 | $8,145 | $0 | $16,312 | $0 | $185,466 | $0 | $0 | $0 |
| Suzanne Maloch | ||||||||||||||
| Director of Human Resources | $143,188 | $0 | $500 | $0 | $0 | $0 | $7,387 | $0 | $23,465 | $0 | $174,540 | $0 | $0 | $0 |
| Bradford Epley | ||||||||||||||
| Chief Conservator | $139,348 | $0 | $500 | $0 | $0 | $0 | $7,130 | $0 | $23,465 | $0 | $170,443 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fayez Sarofim & Co | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | See Part V | RelationshipDescriptionTxt |
| Transaction | $222,358 | TransactionAmt |
| Transaction | Management of investment assets | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV- Relationship Between Interested Person and Organization | FormAndLineReferenceDesc |
| Explanation | Mrs. Louisa Sarofim's son is a key employee of Fayez Sarofim & Co. which provides investment management services to the Foundation. Mrs. Louisa Sarofim is member of the Board of Trustees and the finance committee, which has the authority to execute investment decisions on behalf of the Foundation. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 62 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,089,430 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $629,432 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Sales proceeds | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 11 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | A copy of the draft Form 990 is reviewed by management and then distributed to the Audit Committee for their review and questions before the Form 990 is filed with the IRS. The Board of Trustees has delegated this review to the Audit Committee due to the large number of members and expertise of the Board. Members of the Board of Trustees are provided a copy of the return before it is filed. |
| Form 990, Part VI, Section B, line 12c | To monitor compliance, a conflict of interest questionnaire is circulated to officers, trustees, and key employees annually with a request to disclose interests that could give rise to conflicts of interest. Substantial business and investment holdings, including those of family members, must be disclosed. Each individual's disclosures are reviewed by the Audit Committee to determine whether any conflicts exist. |
| Form 990, Part VI, Section B, line 15a | The compensation of the Director was approved by the Board of Trustees after review of comparability data provided by similar institutions and summarized by the American Association of Museum Directors. |
| Form 990, Part VI, Section C, line 19 | Copies of the Menil Foundation's articles of incorporation, conflict of interest policy, and financial statements are available to the general public upon request. |
| Form 990, Part XI, line 9: | Elimination of interco payable to Richmont Corporation 26,825. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lancaster South LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1519 Branard Street | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870848125 | EIN |
| Primary Activities | Hold Investment for the benefit of Menil Foundation | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $4,350,000 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Menil Foundation Inc | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Richmont Corporation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1519 Branard | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760205399 | EIN |
| Primary Activities | Owned/operated neighborhood apartments | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(2) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Menil Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Loretto Project LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4118 Loretto Dr | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 862975469 | EIN |
| Primary Activities | Hold investment in real estate | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Menil Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Excluded 512-514 | PredominantIncomeTypeTxt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.59000 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (1) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Loretto Project LLC | ||
| B | $4,486,940 | Cash |
| The Richmont Corporation | ||
| I | $569,309 | Book |