VIVIAN L SMITH FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- VIVIAN L SMITH FOUNDATION (EIN 76-0101380)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-27
- IRS object ID
- 202241789349100209
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-27T09:26:22-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 BAGBY STREET SUITE 4500 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760101380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIVIAN L SMITH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIVI | BusinessNameControlTxt |
| Phone | 7139868030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 WEST LOOP SOUTH 1050 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770273207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANSOM LUMMIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7139868030 | PhoneNum |
| Signature | 2022-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RANSOM | PersonFirstNm |
| Person Last | LUMMIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RINDA CORBIN | PreparerPersonNm |
| PTIN | P00747421 | PTIN |
| Phone | 7139822000 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $101,260,467 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,220,974 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,220,974 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,615,954 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,384,814 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,615,954 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $697 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $697 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,837,625 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,837,625 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,190 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,095 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,095 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $415,328 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $365,328 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $50,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,379 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44,379 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,749 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,221 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,514 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $479,646 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $424,023 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55,609 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,810,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,810,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,289,646 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $424,023 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,865,609 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$452,021 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,413,602 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,954 | CashBOYAmt |
| Cash EOY | $3,030 | CashEOYAmt |
| Cash EOYFMV | $3,030 | CashEOYFMVAmt |
| Corporate Stock BOY | $63,193,665 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,191,518 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $88,209,697 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,907,206 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,785,636 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,508,860 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,672,711 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,538,880 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $74,104,825 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,652,895 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $101,260,467 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $91 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $91 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $74,104,825 | RetainedEarningBOYAmt |
| Retained Earning EOY | $73,652,804 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,104,825 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $73,652,804 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,104,825 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $73,652,895 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,104,825 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$452,021 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $73,652,804 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $73,652,804 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $7,185,539 | $5,160,381 | $2,025,158 | $2,025,158 |
| PUBLICLY TRADED SECURITIES | P | $3,199,275 | $2,608,479 | $590,796 | $590,796 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,615,954 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47,449 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $47,449 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $47,449 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,010 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $65,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $101,010 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $156 | EsPenaltyAmt |
| Overpayment | $53,405 | OverpaymentAmt |
| Applied To ES Tax | $53,405 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R E SMITH INTERESTS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7139868030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 WEST LOOP SOUTH 1050 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770273207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| AMY M MECKEL | ||||||||
| 1900 WEST LOOP SOUTH STE 1050 | HOUSTON | TX | 77027 | SECRETARY/TREASURER | 10.00 | $0 | $0 | $0 |
| RANSOM C LUMMIS | ||||||||
| 1900 WEST LOOP SOUTH STE 1050 | HOUSTON | TX | 77027 | PRESIDENT/TRUSTEE | 2.00 | $0 | $0 | $0 |
| CYNTHIA J ADKINS | ||||||||
| 1900 WEST LOOP SOUTH STE 1050 | HOUSTON | TX | 77027 | VP/TRUSTEE | 2.00 | $0 | $0 | $0 |
| KIRBY COHN MCCOOL | ||||||||
| 1900 WEST LOOP SOUTH STE 1050 | HOUSTON | TX | 77027 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JUDY S TATE | ||||||||
| 1900 WEST LOOP SOUTH STE 1050 | HOUSTON | TX | 77027 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| LINDSEY HOLSTEAD | ||||||||
| 1900 WEST LOOP SOUTH STE 1050 | HOUSTON | TX | 77027 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JESSE H JONES II | ||||||||
| 1900 WEST LOOP SOUTH STE 1050 | HOUSTON | TX | 77027 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAYEZ SAROFIM & CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO HOUSTON CENTER SUITE 2907 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $315,328 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $93,027,423 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $523,077 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,538,880 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $96,089,380 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $96,089,380 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,441,341 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $94,648,039 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,732,402 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,732,402 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,449 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47,449 | TotalTaxAmt |
| Distributable Before Adj | $4,684,953 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,684,953 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,684,953 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,865,609 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,865,609 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,684,953 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,809,841 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,865,609 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,809,841 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,768 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,629,185 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMY MECKEL VIVIAN L SMITH FOUNDATIO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 WEST LOOP SOUTH SUITE 1050 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770273207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7139868030 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM REQUIRED. APPLICANTS MUST SPECIFY PURPOSE AND INCLUDE PROOF THAT THEY ARE QUALIFYING SEC 509(A)(1),(2) OR (3) ORGANIZATIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANTS MUST BE SUBMITTED BY FEB 15,MAY 15,AUG 15,AND OCT 25 PRECEDING THE QUARTERLY MEETINGS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS. ALL RECIPIENTS MUST BE QUALIFYING SEC 509(A)(1),(2), OR (3) ORGANIZATIONS. THERE ARE NO RESTRICTIONS TO GEOGRAPHICAL AREAS OR CHARITABLE FIELDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (139 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLEY THEATRE | |||||||
| 615 TEXAS AVENUE | HOUSTON | TX | 77002 | N/A | PC | SUPPORT EDUCATION | OPERATING COST FOR 75TH ANNIVERSARY | $15,000 |
| AMAZING PLACE | |||||||
| 3735 DREXEL DRIVE | HOUSTON | TX | 77027 | N/A | PC | AMAZING TOGETHER CAMPAIGN | $25,000 |
| ARMS WIDE ADOPTION SERVICES | |||||||
| 6925 PORTWEST DRIVE STE 110 | HOUSTON | TX | 77024 | N/A | PC | HOUSTON POST ADOPTION PROGRAM | $5,000 |
| ASIA SOCIETY TEXAS CENTER | |||||||
| 1370 SOUTHMORE BLVD | HOUSTON | TX | 77004 | N/A | PC | ONSITE EDUCATION EXHIBITION | $25,000 |
| BAKER RIPLEY | |||||||
| PO BOX 271389 | HOUSTON | TX | 77277 | N/A | PC | HOLISTIC PROGRAMS AND SERVICES | $50,000 |
| BAYLOR COLLEGE OF MEDICINE OFFICE OF INST ADVANCEMENT MSC800 | |||||||
| P O BOX 4976 | HOUSTON | TX | 77210 | N/A | PC | CONSTRUCTION & INTERIOR BUILDOUT OF PLANNED HEALTH SCIENCES TOWER | $100,000 |
| BETA ACADEMY | |||||||
| 9701 ALMEDA GENOA ROAD | HOUSTON | TX | 77075 | N/A | PC | JOY CAMPAIGN PHASE 2 | $25,000 |
| BIG BROTHERS BIG SISTERS LONE STAR GREATER HOUSTON | |||||||
| 1003 WASHINGTON AVENUE | HOUSTON | TX | 77002 | N/A | PC | ONE-TO-ONE MENTORING FOR 2,130 CHILDREN | $25,000 |
| BO'S PLACE | |||||||
| 10050 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | N/A | PC | GENERAL OPERATIONS FY2021-2022 | $15,000 |
| BOY SCOUTS OF AMERICA SAM HOUSTON AREA COUNCIL | |||||||
| 2225 NORTH LOOP WEST | HOUSTON | TX | 77008 | N/A | PC | SCOUTREACH INITIATIVES PROGRAM | $10,000 |
| BOYS AND GIRLS COUNTRY | |||||||
| 18806 ROBERTS ROAD | HOCKLEY | TX | 77447 | N/A | PC | GENERAL OPERATIONS | $15,000 |
| BREAKTHROUGH HOUSTON | |||||||
| 2401 CLAREMONT LANE | HOUSTON | TX | 77019 | N/A | PC | GENERAL OPERATIONS | $25,000 |
| BUFFALO BAYOU PARTNERSHIP | |||||||
| 1019 COMMERCE ST SUITE 200 | HOUSTON | TX | 77002 | N/A | PC | SUPPORT FALL/WINTER 2021 PROGRAMS | $10,000 |
| CAMP ALLEN | |||||||
| 18800 FM 362 | NAVASOTA | CO | 77868 | N/A | PC | GENERAL OPERATING FUND | $15,000 |
| CAMP FOR ALL | |||||||
| 3701 KIRBY DRIVE STE 570 | HOUSTON | TX | 77098 | N/A | PC | GENERAL OPERATIONS & SUPPORT 110 CAMPERS | $50,000 |
| CANCARE INC | |||||||
| 9575 KATY FWY STE 428 | HOUSTON | TX | 77024 | N/A | PC | SUPPORT ONE-ON-ONE | HEALTHCARE PARTNER PROGRAMS | $20,000 |
| CASA DE ESPERANZA DE LOS NINOS INC | |||||||
| PO BOX 301209 | HOUSTON | TX | 77230 | N/A | PC | SUPPORT RESIDENTIAL PROGRAM | $10,000 |
| CENTER FOR PURSUIT | |||||||
| P O BOX 130564 | HOUSTON | TX | 77219 | N/A | PC | PROVIDING BASIC NEEDS & PROGRAMS | SERVICES FOR THEIR DESERVING INTELLECTUALLY CHALLENGED ADULTS | $50,000 |
| CENTRAL HOUSTON CIVIC IMPROVEMENT | |||||||
| 909 FANNIN ST SUITE 1650 | HOUSTON | TX | 77010 | N/A | PC | TRANSFORM JONES PLAZA SQUARE | $25,000 |
| CHILD ADVOCATES INC | |||||||
| 3701 KIRBY DRIVE STE 400 | HOUSTON | TX | 77098 | N/A | PC | COURT SERVICES PROGRAM | $20,000 |
| CHILDREN'S DEFENSE FUND TEXAS | |||||||
| 5410 BELLAIRE BLVD SUITE 203 | BELLAIRE | TX | 77401 | N/A | PC | YOUTH CIVIC EDUCATION & BEAT THE ODDS SCHOLARSHIP PROGRAM | $10,000 |
| CHILDREN'S MUSEUM OF HOUSTON | |||||||
| 1500 BINZ | HOUSTON | TX | 77004 | N/A | PC | SUPPORT GENERAL OPERATIONS IN FY21 | $25,000 |
| CHILDREN'S TRANSPLANT INITIATIVE | |||||||
| 23718 CREEKVIEW DRIVE | SPRING | TX | 77389 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| CHINQUAPIN PREPARATORY SCHOOL | |||||||
| 2615 E WALLISVILLE ROAD | HIGHLANDS | TX | 77562 | N/A | PC | GENERAL OPERATIONS FOR THE 2020-2021 SCHOOL YEAR | $10,000 |
| COMMUNITIES IN SCHOOLS HOUSTON | |||||||
| 1235 NORTH LOOP WEST STE 300 | HOUSTON | TX | 77008 | N/A | PC | CIS DROPOUT PREVENTION MANAGEMENT PROGRAM | $100,000 |
| COMMUNITIES IN SCHOOLS HOUSTON | |||||||
| 1235 NORTH LOOP WEST STE 300 | HOUSTON | TX | 77008 | N/A | PC | GENERAL OPERATIONS | $20,000 |
| CONNECT COMMUNITY | |||||||
| 6700 BELLAIRE BLVD | HOUSTON | TX | 77074 | N/A | PC | SUPPORT COMPREHENSIVE SUMMER PROGRAMMING | $25,000 |
| COVENANT HOUSE TEXAS | |||||||
| 1111 LOVETT BLVD | HOUSTON | TX | 77006 | N/A | PC | BUILDING FOR LIFE CAMPAIGN | $25,000 |
| COVENANT HOUSE TEXAS | |||||||
| 1111 LOVETT BLVD | HOUSTON | TX | 77006 | N/A | PC | GENERAL OPERATIONS | $25,000 |
| CRISTO REY JESUIT | |||||||
| 6700 MOUNT CARMEL STREET | HOUSTON | TX | 77087 | N/A | PC | SUPPORT GENERAL OPERATIONS | SCHOLARSHIPS | $20,000 |
| DACAMERA | |||||||
| 1402 SUL ROSS | HOUSTON | TX | 77006 | N/A | PC | SUPPORT EDUCATION/COMMUNITY INITIATIVES IN SCHOOLS | $10,000 |
| DEPELCHIN CHILDREN'S CENTER | |||||||
| 4950 MEMORIAL DRIVE | HOUSTON | TX | 77007 | N/A | PC | FAMILIES COUNT | $50,000 |
| DRESS FOR SUCCESS HOUSTON | |||||||
| 3310 EASTSIDE STREET | HOUSTON | TX | 77098 | N/A | PC | SUPPORT EXPENSES FOR PROFESSIONAL WOMEN'S GROUP PROGRAM | $25,000 |
| ECHOS-EPIPHANY COMMUNITY HEALTH OUTREACH SERVICES | |||||||
| 9600 SOUTH GESSNER BLDG E | HOUSTON | TX | 77071 | N/A | PC | HEALTHCARE|SOCIAL| EDUCATIONAL PROGRAMS | $20,000 |
| EMERGE FELLOWSHIP | |||||||
| 11251 NORTHWEST FWY STE 330 | HOUSTON | TX | 77092 | N/A | PC | HIGH SCHOOL FELLOWSHIP | COLLEGE PROGRAMS | $25,000 |
| EPISCOPAL HIGH SCHOOL DEVELOPMENT OFFICE | |||||||
| P O BOX 676628 | DALLAS | TX | 752676628 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| GALVESTON BAY FOUNDATION | |||||||
| 1725 HIGHWAY 146 | KEMAH | TX | 77565 | N/A | PC | SUPPORT ENVIRONMENTAL STEM EDUCATION PROGRAMMING | $25,000 |
| GENESYS WORKS | |||||||
| 3100 MAIN ST SUITE 702 | HOUSTON | TX | 77002 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| GIRL SCOUTS OF SAN JACINTO | |||||||
| 3110 SOUTHWEST FWY | HOUSTON | TX | 77098 | N/A | PC | COMMUNITY OUTREACH PROGRAMS | $25,000 |
| GOOD SAMARITAN FOUNDATION | |||||||
| 3262 WESTHEIMER ROAD STE 764 | HOUSTON | TX | 77098 | N/A | PC | NURSING SCHOLARSHIP PROGRAMS | $50,000 |
| HALO HOUSE FOUNDATION | |||||||
| 2940 CORDOR STREET | HOUSTON | TX | 77054 | N/A | PC | SUPPORT OPERATION OF THEIR NEW 33 UNIT FACILITY | $15,000 |
| HARRIS COUNTY HOSPITAL DISTRICT FOUNDATION | |||||||
| P O BOX 301168 | HOUSTON | TX | 77230 | N/A | PC | GENERAL OPERATIONS | $15,000 |
| HEALTHCARE FOR THE HOMELESS HOUSTON | |||||||
| 1934 CAROLINE STREET | HOUSTON | TX | 77002 | N/A | PC | SUPPORT SPECIALIZED HEALTH & STABILIZATION SERVICES FOR MEN/WOMEN/CHILDREN EXPERIENCING HOMELESSNESS | $15,000 |
| HERMANN PARK CONSERVANCY | |||||||
| 1700 HERMANN DRIVE | HOUSTON | TX | 77004 | N/A | PC | SUPPORT THE COMMONS AT HERMANN PARK | $75,000 |
| HOUSTON ACHIEVEMENT PLACE | |||||||
| 245 WEST 17TH STREET | HOUSTON | TX | 77008 | N/A | PC | PROJECT CLASS' ANIMATED CHILDREN'S BOOKS SOCIAL SKILLS DIGITAL INITIATIVE | $15,000 |
| HOUSTON ARBORETUM & NATURE CENTER | |||||||
| 4501 WOODWAY DRIVE | HOUSTON | TX | 77024 | N/A | PC | ADOPT-A-SCHOOL SCIENCE EDUCATION PROGRAM | $10,000 |
| HOUSTON AREA WOMEN'S CENTER | |||||||
| 1010 WAUGH DRIVE | HOUSTON | TX | 77019 | N/A | PC | CRISIS RESPONSE PROGRAM | $30,000 |
| HOUSTON AREA WOMEN'S CENTER | |||||||
| 1010 WAUGH DRIVE | HOUSTON | TX | 77019 | N/A | PC | CAMPAIGN FOR COURAGE | $15,000 |
| HOUSTON BALLET | |||||||
| 601 PRESTON STREET | HOUSTON | TX | 77002 | N/A | PC | GENERAL OPERATIONS | $25,000 |
| HOUSTON BALLET | |||||||
| 601 PRESTON STREET | HOUSTON | TX | 77002 | N/A | PC | COVID-19 CRISIS RELIEF FUND | $25,000 |
| HOUSTON BOTANIC GARDEN | |||||||
| 8205 N BAYOU DRIVE | HOUSTON | TX | 77017 | N/A | PC | RECOVERY EFFORTS FROM WINTER STORM URI | $10,000 |
| HOUSTON BOTANIC GARDEN | |||||||
| 8205 N BAYOU DRIVE | HOUSTON | TX | 77017 | N/A | PC | ART IN THE PARK | $10,000 |
| HOUSTON FIRE MUSEUM | |||||||
| P O BOX 541535 | HOUSTON | TX | 772541535 | N/A | PC | SUPPORT "OLD 7'S" BRIDGING THE PAST & FUTURE CAPITAL CAMPAIGN | $5,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | N/A | PC | SUPPORT THE BACKPACK BUDDY PROGRAM | $40,000 |
| HOUSTON FURNITURE BANK | |||||||
| 8220 MOSLEY ROAD | HOUSTON | TX | 77075 | N/A | PC | NO KIDS ON THE FLOOR PROJECT | $25,000 |
| HOUSTON GRAND OPERA | |||||||
| 510 PRESTON STREET | HOUSTON | TX | 77002 | N/A | PC | SUPPORT HGOCO | $10,000 |
| HOUSTON GRAND OPERA | |||||||
| 510 PRESTON STREET | HOUSTON | TX | 77002 | N/A | PC | GENERAL OPERATIONS | $15,000 |
| HOUSTON HABITAT FOR HUMANITY | |||||||
| 3750 NORTH MCCARTY STREET | HOUSTON | TX | 77029 | N/A | PC | FUNDS TO HELP BUILD ROBINS LANDING IN EAST HOUSTON | $25,000 |
| HOUSTON HEALTH FOUNDATION | |||||||
| 190 HEIGHTS BLVD | HOUSTON | TX | 77007 | N/A | PC | SUPPORT SEE TO SUCCEED PROGRAM | $10,000 |
| HOUSTON HOSPICE | |||||||
| 1905 HOLCOMBE BLVD | HOUSTON | TX | 77030 | N/A | PC | GENERAL OPERATIONS | $100,000 |
| HOUSTON MUSEUM OF NATURAL SCIENCE | |||||||
| 5555 HERMANN PARK DRIVE | HOUSTON | TX | 77030 | N/A | PC | YOUTH SCIENCE EDUCATION PROGRAMMING | $25,000 |
| HOUSTON PARKS BOARD | |||||||
| 300 NORTH POST OAK LANE | HOUSTON | TX | 77024 | N/A | PC | SUPPORT CREATION/IMPROVEMENTS OF PARKS/TRAILS/GREEN SPACES | $35,000 |
| HOUSTON POLICE FOUNDATION | |||||||
| P O BOX 346 | HOUSTON | TX | 770010346 | N/A | PC | SUPPORT THE CANINE UNIT & MOUNTED PATROL | $7,500 |
| HOUSTON REVISION | |||||||
| 6856 BELLAIRE BLVD | HOUSTON | TX | 77074 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| HOUSTON SYMPHONY | |||||||
| 615 LOUISIANA SUITE 102 | HOUSTON | TX | 77002 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| HOUSTON SYMPHONY | |||||||
| 615 LOUISIANA SUITE 102 | HOUSTON | TX | 77002 | N/A | PC | COVID-19 CRISIS RELIEF FUND | $15,000 |
| HSPVA FRIENDS | |||||||
| PO BOX 52910 | HOUSTON | TX | 77052 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| INCARNATE WORD ACADEMY | |||||||
| 609 CRAWFORD STREET | HOUSTON | TX | 77002 | N/A | PC | SUPPORT ANNUAL FUND | $10,000 |
| JULIE ROGERS GIFT OF LIFE PROGRAM | |||||||
| 2390 DOWLEN ROAD | BEAUMONT | TX | 77706 | N/A | PC | FUND ANNUAL BREAST EXAMS|MAMMOGRAMS FOR MEDICALLY UNDERSERVED WOMEN IN 7 COUNTIES IN SW TX | $15,000 |
| JUST COMMUNITY | |||||||
| PO BOX 153188 | AUSTIN | TX | 78715 | N/A | PC | EXPAND SERVICES FOR LOW-INCOME WOMEN IN HOUSTON | $25,000 |
| KELSEY RESEARCH FOUNDATION | |||||||
| 5615 KIRBY DRIVE SUITE 660 | HOUSTON | TX | 77005 | N/A | PC | SUPPORT MICROBIOME RESEARCH | $100,000 |
| KIDS' MEALS INC | |||||||
| 330 GARDEN OAKS BLVD | HOUSTON | TX | 77018 | N/A | PC | SUMMER FOOD DELIVERY PROGRAM | $25,000 |
| KIPP TEXAS HOUSTON | |||||||
| 10711 KIPP WAY | HOUSTON | TX | 77099 | N/A | PC | KIPP TEXAS-HOUSTON'S RISE TOGETHER CAPITAL CAMPAIGN | $75,000 |
| LORD OF THE STREETS EPISCOPAL CHURCH | |||||||
| 3401 FANNIN STREET | HOUSTON | GA | 77004 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| MEMORIAL HERMANN FOUNDATION | |||||||
| 929 GESSNER SUITE 2650 | HOUSTON | TX | 77024 | N/A | PC | BEHAVIORAL HEALTH SERVICES PROGRAM IN HOUSTON | $50,000 |
| MENIL FOUNDATION INC | |||||||
| 1515 BRANARD STREET | HOUSTON | TX | 77006 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| MONARCH SCHOOL | |||||||
| 2815 ROSEFIELD DRIVE | HOUSTON | TX | 77080 | N/A | PC | GENERAL OPERATIONS & PROGRAMS | $50,000 |
| MUSEUM OF FINE ARTS HOUSTON | |||||||
| P O BOX 6826 | HOUSTON | TX | 772656826 | N/A | PC | M.C. ESCHER EXHIBITION: FEB 27, 2022 - SEPT 5,2022 | $20,000 |
| NEUHAUS EDUCATION CENTER | |||||||
| 4433 BISSONNET | BELLAIRE | TX | 77401 | N/A | PC | FAMILY SUPPORT PROGRAM | $10,000 |
| NEW HOPE HOUSING INC | |||||||
| 3315 HARRISBURG BLVD STE 400 | HOUSTON | TX | 77003 | N/A | PC | COMPLETION OF THE NHH AVE J CAPITAL CAMPAIGN | $25,000 |
| NICK FINNEGAN COUNSELING CENTER | |||||||
| 2714 JOANEL STREET | HOUSTON | TX | 77027 | N/A | PC | FUNDS TO SUPPORT INCREASED NEED FOR THE SERVICES THEY PROVIDE TO HOUSTONIANS | $25,000 |
| ONEGOAL HOUSTON | |||||||
| 7457 HARWIN DRIVE STE 263 | HOUSTON | TX | 77036 | N/A | PC | SUPPORT PROGRAM EXPENSES IN HOUSTON | $15,000 |
| OPERATION WARM | |||||||
| P O BOX 822431 | PHILADELPHIA | TX | 191822431 | N/A | PC | PROVIDE 228 NEW COATS | SHOES TO HOUSTON CHILDREN | $10,000 |
| PALMER DRUG ABUSE PROGRAM | |||||||
| 840 GESSNER RD STE 1200 | HOUSTON | TX | 77024 | N/A | PC | GENERAL OPERATIONS | $15,000 |
| REMIND | |||||||
| P O BOX 27607 | HOUSTON | TX | 77227 | N/A | PC | PROVIDE LIFE-SAVING SUPPORT FOR MENTALLY ILL | FAMILIES | $10,000 |
| RONALD MCDONALD HOUSE HOUSTON | |||||||
| 1907 HOLCOMBE BLVD | HOUSTON | TX | 77030 | N/A | PC | SUPPORT PROGRAMS ACROSS ALL LOCATIONS | $100,000 |
| ROTHKO CHAPEL DEVELOPMENT DEPARTMENT | |||||||
| 1409 SUL ROSS STREET | HOUSTON | TX | 77006 | N/A | PC | OPENING SPACES SITE DEVELOPMENT PROJECT | $10,000 |
| ROTHKO CHAPEL DEVELOPMENT DEPARTMENT | |||||||
| 1409 SUL ROSS STREET | HOUSTON | TX | 77006 | N/A | PC | SUPPORT THE OPENING SPACES SITE DEVELOPMENT PROJECT | $50,000 |
| SHRINERS CHILDREN'S TEXAS | |||||||
| 815 MARKET STREET | GALVESTON | TX | 77550 | N/A | PC | SUPPORT SHRINERS CHILDREN'S TEXAS TISSUE BANK | $25,000 |
| SIRE THERAPEUTIC HORSEMANSHIP | |||||||
| P O BOX 924067 | HOUSTON | TX | 77292 | N/A | PC | CONSTRUCTION OF A NEW CAMPUS | $10,000 |
| SMALL STEPS NURTURING CENTER | |||||||
| 2902 JENSEN DRIVE | HOUSTON | TX | 77026 | N/A | PC | SUPPORT SET FOR LIFE PROGRAM | $20,000 |
| SOCIETY FOR THE PERFORMING ARTS JESSE H JONES HALL | |||||||
| 615 LOUISIANA SUITE 100 | HOUSTON | TX | 77002 | N/A | PC | SUPPORT TWO PRIORITY INITIATIVES FROM 5 YEAR PROGRAM | $10,000 |
| SPECIAL OLYMPICS TEXAS | |||||||
| 5800 MESA DRIVE | HOUSTON | TX | 77028 | N/A | PC | SUPPORT GREATER HOUSTON AREA PROGRAMS | $20,000 |
| SPRINGSPIRIT BASEBALL | |||||||
| 8526 PITNER ROAD | HOUSTON | TX | 77080 | N/A | PC | EXPANSION OF COMMUNITY ENGAGEMENT PROGRAM | $30,000 |
| ST MARTIN'S EPISCOPAL CHURCH | |||||||
| 717 SAGE ROAD | HOUSTON | TX | 77056 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| ST FRANCIS EPISCOPAL SCHOOL | |||||||
| 335 PINEY POINT ROAD | HOUSTON | TX | 77024 | N/A | PC | FORWARD IN FAITH PHASE II, WHICH WILL FUND THE STUDENT LIFE BUILDING ON THE COUPER CAMPUS | $50,000 |
| ST JOHN'S SCHOOL | |||||||
| 2401 CLAREMONT LANE | HOUSTON | TX | 77019 | N/A | PC | SUPPORT THE ANNUAL FUND | $25,000 |
| ST MARTIN'S EPISCOPAL CHURCH | |||||||
| 717 SAGE ROAD | HOUSTON | TX | 77056 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| STAGES | |||||||
| 800 ROSINE STREET | HOUSTON | TX | 77019 | N/A | PC | SUPPORT PROGRAMMING | $25,000 |
| STAGES | |||||||
| 800 ROSINE STREET | HOUSTON | TX | 77019 | N/A | PC | COVID-19 CRISIS RELIEF FUND | $25,000 |
| STAR OF HOPE | |||||||
| 4848 LOOP CENTRAL DR STE 500 | HOUSTON | TX | 77081 | N/A | PC | GENERAL OPERATIONS | $15,000 |
| STAR OF HOPE | |||||||
| 4848 LOOP CENTRAL DR STE 500 | HOUSTON | TX | 77081 | N/A | PC | FUNDS DIRECTED TO THE AREA OF MOST CRITICAL NEED | $7,500 |
| STREET GRACE | |||||||
| 5995 FINANCIAL DR STE 180 | NORCROSS | TX | 30071 | N/A | PC | GENERAL OPERATIONS FOR GREATER HOUSTON | $25,000 |
| TEACH FOR AMERICA | |||||||
| 2 GREENWAY PLAZA SUITE 500 | HOUSTON | TX | 77046 | N/A | PC | GENERAL OPERATIONS | $50,000 |
| TEACH-TO EDUCATE ALL CHILDREN | |||||||
| 2900 WESLAYAN SUITE 375 | HOUSTON | TX | 77027 | N/A | PC | SUPPORT DEVELOPMENT/IMPLEMENTATION OF NEW CORE PROGRAMS | $35,000 |
| TEXAS CHILDRENS HOSPITAL OFFICE OF DEVELOPMENT | |||||||
| 1919 S BRAESWOOD BLVD STE 5214 | HOUSTON | TX | 77030 | N/A | PC | BREAKTHROUGH FUND | $100,000 |
| TEXAS CHILDREN'S HOSPITAL OFFICE OF DEVELOPMENT | |||||||
| 1919 S BRAESWOOD BLVD STE 5214 | HOUSTON | TX | 77030 | N/A | PC | SUPPORT NEUROLOGY DEPT FOR INFANTILE SPASMS | $4,000 |
| TEXAS CHILDREN'S HOSPITAL OFFICE OF DEVELOPMENT | |||||||
| 1919 S BRAESWOOD BLVD STE 5214 | HOUSTON | TX | 77030 | N/A | PC | SUPPORT THE DEPARTMENT OF SOCIAL WORK | $1,500 |
| TEXAS EXES ALUMNI ASSOCIATION | |||||||
| PO BOX 142309 | AUSTIN | TX | 78714 | N/A | PC | GENERAL OPERATIONS | $2,500 |
| TEXAS LAW REVIEW ASSOCIATION CO ADMINISTRATIVE EDITOR | |||||||
| 727 E DEAN KEETON STREET | AUSTIN | TX | 78705 | N/A | GENERAL OPERATIONS | $5,000 | |
| THE BEACON OF DOWNTOWN HOUSTON | |||||||
| 1117 TEXAS AVENUE | HOUSTON | TX | 77002 | N/A | PC | OPERATING BUDGET | $25,000 |
| THE BLUE BIRD CIRCLE | |||||||
| 615 WEST ALABAMA | HOUSTON | TX | 77006 | N/A | FUND ADVANCED TREATMENT & INNOVATIVE RESEARCH FOR PEDIATRIC NEUROLOGY | $25,000 | |
| THE COUNCIL ON RECOVERY | |||||||
| PO BOX 2768 | HOUSTON | TX | 77252 | N/A | PC | GENERAL OPERATIONS | $50,000 |
| THE HEALTH MUSEUM MCGOVERN MUSEUM OF HEALTH | |||||||
| 1515 HERMANN DRIVE | HOUSTON | TX | 77004 | N/A | PC | SUPPORT HEALTH EDUCATION PROGRAMMING | $25,000 |
| THE HOPE & HEALING CENTER & INSTITUTE | |||||||
| 717 SAGE ROAD | HOUSTON | TX | 77056 | N/A | PC | SUPPORT FAITH-BASED MENTAL HEALTH SERVICES | $15,000 |
| THE JOY SCHOOL | |||||||
| ONE CHELSEA BLVD | HOUSTON | TX | 77006 | N/A | PC | GENERAL OPERATIONS | $10,000 |
| THE KINKAID SCHOOL | |||||||
| 201 KINKAID SCHOOL DRIVE | HOUSTON | TX | 77024 | N/A | PC | GENERAL OPERATIONS | $5,000 |
| THE MENNINGER CLINIC | |||||||
| 12301 MAIN STREET | HOUSTON | TX | 77035 | N/A | PC | GENERAL OPERATIONS | $1,000 |
| THE POSSE FOUNDATION INC | |||||||
| 1001 MCKINNEY ST STE 950 | HOUSTON | TX | 77002 | N/A | PC | SUPPORT POSSE HOUSTON'S HIGH SCHOOL THRU COLLEGE GRADUATION PROGRAMS | $25,000 |
| THE RISE SCHOOL OF HOUSTON | |||||||
| 5618 H MARK CROSSWELL JR STREET | HOUSTON | TX | 77021 | N/A | PC | SUPPORT SCHOLARSHIP AWARDS 2021-2022 | $25,000 |
| THE ROSE | |||||||
| 12700 N FEATHERWOOD DRIVE STE 260 | HOUSTON | TX | 77034 | N/A | PC | EMPOWER HER SPONSORSHIP PROGRAM | $50,000 |
| THE SALVATION ARMY | |||||||
| 1500 AUSTIN STREET | HOUSTON | TX | 77002 | N/A | PC | SUPPORT THE SALVATION ARMY GREATER HOUSTON'S NEAR NORTHSIDE CAMPUS PROJECT | $100,000 |
| THEATRE UNDER THE STARS TUTS | |||||||
| 800 BAGBY SUITE 200 | HOUSTON | TX | 77002 | N/A | PC | SUPPORT THE RIVER EDUCATION PROGRAM | $10,000 |
| THEATRE UNDER THE STARS TUTS | |||||||
| 800 BAGBY SUITE 200 | HOUSTON | TX | 77002 | PC | COVID-19 CRISIS RELIEF FUND | $15,000 | |
| TIRR FOUNDATION | |||||||
| 4605 POST OAK PLACE STE 222 | HOUSTON | TX | 77027 | PC | SUPPORT MISSION CONNECT RESEARCH & NEW PROGRAMS | $100,000 | |
| UNDIES FOR EVERYONE | |||||||
| 3610 WILLOWBEND BLVD 1000 | HOUSTON | TX | 77054 | PC | PURCHASE | DISTRIBUTE UNDERWEAR FOR CHILDREN | $10,000 | |
| UNIVERSITY OF HOUSTON CLEAR LAKE | |||||||
| 2700 BAY AREA BLVD MC318 | HOUSTON | TX | 77058 | PC | SUPPORT NURSING PROGRAM SCHOLARSHIPS | $25,000 | |
| UNIVERSITY OF HOUSTON COLLEGE OF NURSING | |||||||
| 5000 GULF FREEWAY BLDG 1 ROOM 240 | HOUSTON | TX | 77204 | PC | SUPPORT NURSING STUDENTS SCHOLARSHIPS | $25,000 | |
| UNIVERSITY OF HOUSTON VICTORIA | |||||||
| 3007 NORTH BEN WILSON ST | VICTORIA | TX | 77901 | PC | GENERAL OPERATIONS | $5,000 | |
| UNIVERSITY OF ST THOMAS | |||||||
| 3800 MONTROSE BLVD | HOUSTON | TX | 77006 | PC | SUPPORT THE SCHOLARSHIP FUND FOR NURSING STUDENTS IN THE NEXT ACADEMIC YEAR | $50,000 | |
| UNIVERSITY OF TEXAS AT AUSTIN DEVELOPMENT DEPARTMENT | |||||||
| P O BOX 7458 | AUSTIN | TX | 78713 | PC | BEVO'S BEAUTIFICATION COUNCIL ENDOWMENT | $50,000 | |
| UT HEALTH OFFICE OF DEVELOPMENT | |||||||
| 7000 FANNIN STREET STE 1200 | HOUSTON | TX | 77030 | PC | GENERAL OPERATIONS | $25,000 | |
| UT HEALTH OFFICE OF DEVELOPMENT | |||||||
| 7000 FANNIN STREET STE 1200 | HOUSTON | TX | 77030 | PC | THE LUMMIS FAMILY SCHOLARSHIP | $15,000 | |
| UT MD ANDERSON CANCER CENTER UNIT 705 | |||||||
| P O BOX 301439 | HOUSTON | TX | 772301439 | PC | SUPPORT SINGLE-CELL SEQUENCING RESEARCH BY NICHOLAS NAVIN, PH.D. | $100,000 | |
| WILL ERWIN HEADACHE RESEARCH FOUNDATION | |||||||
| 609 MAIN STREET STE 2350 | HOUSTON | TX | 77002 | PC | SUPPORT HEADACHE RESEARCH IN HOUSTON | $10,000 | |
| WRITERS IN THE SCHOOLS | |||||||
| 1523 WEST MAIN STREET | HOUSTON | TX | 77006 | PC | WITS CREATIVE WRITING PROGRAM | $10,000 | |
| YELLOWSTONE SCHOOLS | |||||||
| 3000 TRULLEY STREET | HOUSTON | TX | 77004 | PC | YELLOWSTONE FOREVER CAPITAL CAMPAIGN | $50,000 | |
| YES PREP PUBLIC SCHOOLS INC | |||||||
| P O BOX 300467 | HOUSTON | TX | 77230 | PC | GENERAL OPERATIONS | $100,000 | |
| YMCA OF GREATER HOUSTON | |||||||
| PO BOX 3007 | HOUSTON | TX | 77253 | PC | RESPOND & REINVENT CAPITAL CAMPAIGN | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,810,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,220,974 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $697 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,615,954 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,837,625 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,837,625 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX COMPLIANCE SERVICES | CategoryTxt |
| Amt | $8,190 | Amt |
| Net Investment Income | $4,095 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,095 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FAYEZ SECURITIES - BONDS | BondNm |
| EOY Book Value | $10,785,636 | EOYBookValueAmt |
| EOYFMV | $10,508,860 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT - INVESTORS TREASURY | $386,141 | $386,141 |
| CHARLES SCHWAB BANK FUND | $1,084,565 | $1,084,565 |
| FAYEZ SECURITIES | $59,720,812 | $86,738,991 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN SAROFIM MULTIFAMILY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,672,711 | BookValueAmt |
| EOYFMV | $2,538,880 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $780 | $0 | $780 |
| DELIVERY SERVICE AND OTHER EXPENSES | $734 | $0 | $734 |
| OTHER INVESTMENT EXPENSES | $10,235 | $10,221 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $697 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $697 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $697 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $100,000 | $50,000 | $50,000 |
| INVESTMENT MANAGEMENT FEES | $315,328 | $315,328 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $44,379 | Amt |
| Net Investment Income | $44,379 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |