ROBERT & JANICE MCNAIR FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT & JANICE MCNAIR FOUNDATION (EIN 76-6050185)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349108666
- 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
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T15:58:44-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIR STE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | 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 | 766050185 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Robert and Janice McNair Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DEBRA W STRAIT | InCareOfNm |
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 7133367884 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 N Post Oak Lane Suite 600 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT SCHWINGER | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 7133367840 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | SCHWINGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER P KEARLEY | PreparerPersonNm |
| PTIN | P01245937 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Preparation | 2022-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $324,334,120 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,246 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,246 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,498,327 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,498,327 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,279,072 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,198,731 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,279,072 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,684 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,684 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,782,329 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,782,329 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $245,143 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $235,564 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,247 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,247 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $31,795 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $31,139 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,463 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,424 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,240,241 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $822,071 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $408,373 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $239,689 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44,533 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,657 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $884 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $980 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $403 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,060 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,802,097 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $868,757 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $735,194 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,861,140 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,861,140 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,663,237 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $868,757 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,596,334 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$880,908 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,913,572 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,595,960 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,967,518 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,967,518 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,259 | AcctRcvblAmt |
| Acct Rcvbl BOY | $90 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,259 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,259 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $59,589 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $254,862 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $254,862 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $256,665,485 | CorporateStockBOYAmt |
| Corporate Stock EOY | $318,106,731 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $318,106,731 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,750 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,750 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,750 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $265,323,874 | TotalAssetsBOYAmt |
| Total Assets EOY | $324,334,120 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $324,334,120 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $151,752 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $284,806 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $151,752 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $284,806 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,628,435 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,628,435 | CapitalStockEOYAmt |
| Retained Earning BOY | $263,543,687 | RetainedEarningBOYAmt |
| Retained Earning EOY | $322,420,879 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $265,172,122 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $324,049,314 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $265,323,874 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $324,334,120 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $265,172,122 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$880,908 | ExcessRevenueOverExpensesAmt |
| Other Increases | $59,758,100 | OtherIncreasesAmt |
| Subtotal | $324,049,314 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $324,049,314 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $18,198,731 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,919,659 | CostOrOtherBasisAmt |
| Gain Or Loss | $10,279,072 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $10,279,072 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,279,072 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $179,499 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $179,499 | SubtotalAmt |
| Tax Based On Investment Income | $179,499 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $184,589 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $250,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $434,589 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $228 | EsPenaltyAmt |
| Overpayment | $254,862 | OverpaymentAmt |
| Applied To ES Tax | $254,862 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.mcnairfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBRA W STRAIT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7133367840 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 N POST OAK LANE STE 600 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Palmetto Trust Company LLC | ||||||||
| 109 N Post Oak Lane Ste 600 | houston | TX | 77024 | Trustee | 1.0 | $0 | $0 | $0 |
| Janice S McNair | ||||||||
| 109 N Post Oak Lane Ste 600 | Houston | TX | 77024 | Chair | 1.0 | $0 | $0 | $0 |
| HOLLY ALVIS | ||||||||
| 109 N Post Oak Lane Ste 600 | houston | TX | 77024 | VICE CHAIR | 1.0 | $0 | $0 | $0 |
| KRISTI S COOPER | ||||||||
| 109 N Post Oak Lane Ste 600 | houston | TX | 77024 | EXECUTIVE DIRECTOR | 40.0 | $245,143 | $33,587 | $8,020 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH GROSSMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 N POST OAK LANE STE 600 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMIN ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 25.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $5,247 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SNYDER CAPITAL MANAGEMENT LP | |||||
| 101 Mission Street STE 1400 | SAN FRANCISCO | CA | 94105 | INVESTMENT MANAGER | $462,416 |
| The Reverend Dave Peterson | |||||
| 109 N POST OAK LANE STE 600 | HOUSTON | TX | 77024 | CMTY OUTREACH DIRECT | $120,000 |
| Fayez Sarofim & Co | |||||
| TWO HOUSTON CENTER STE 2907 | HOUSTON | TX | 77010 | INVESTMENT MANAGER | $268,560 |
| DR CHARLES NEBLETT | |||||
| 109 N POST OAK LANE STE 600 | HOUSTON | TX | 77024 | MEDICAL DIRECTOR | $202,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $280,705,268 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,047,330 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,750 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $289,755,348 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $289,755,348 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,346,330 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $285,409,018 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,270,451 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,270,451 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $179,499 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $179,499 | TotalTaxAmt |
| Distributable Before Adj | $14,090,952 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,090,952 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,090,952 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,596,334 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $14,596,334 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,090,952 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,764,544 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,186,570 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,429,012 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,209,911 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,437,987 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $51,028,024 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,596,334 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $14,090,952 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $505,382 | RemainingDistriFromCorpusAmt |
| Total Corpus | $51,533,406 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,764,544 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $36,768,862 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,186,570 | ExcessFromYear4Amt |
| Excess From Year3 | $8,429,012 | ExcessFromYear3Amt |
| Excess From Year2 | $11,209,911 | ExcessFromYear2Amt |
| Excess From Year1 | $4,437,987 | ExcessFromYear1Amt |
| Excess From Current Year | $505,382 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JANICE S MCNAIR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BCM - Neuromodulation (Dr Wayne Goodman) | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | HOUSTON | TX | 77030 | NONE | PC | Ongoing support toward the Neuromodulation Research Project led by Dr. Wayne Goodman. | $455,000 |
| BCM - McNair Initiative for Neuroscience Discovery | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | HOUSTON | TX | 77030 | NONE | PC | Ongoing support for the scientists conducting mental health studies at The McNair Initiative for Neuroscience Discovery, Phase II (MIND-2) at Baylor College of Medicine. | $208,449 |
| BCM - Dr Xaq Pitkow | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | HOUSTON | TX | 77030 | NONE | PC | Dr. Xaq Pitkow, a designated McNair Scholar at Baylor College of Medicine, is a computational neuroscientist developing theories of the computational function of neural networks, with the goal of explaining how humans use uncertain sensory information to construct coherent perceptions of the world. | $50,000 |
| BCM - Dr Chuck Zong | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | HOUSTON | TX | 77030 | NONE | PC | Dr. Chuck Zong, a designated McNair Scholar at Baylor College of Medicine, focuses on pancreatic cancer but his work has wide applications to tumor-related research. | $100,000 |
| BCM - Dr Francois St-Pierre | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | HOUSTON | TX | 77030 | NONE | PC | Dr. Francois St-Pierre, a designated McNair Scholar at Baylor College of Medicine, is pursuing the improvement of technology to be used to image deeper, less accessible brain areas. He also aims to develop other tools to image biochemical processes that occur during learning and memory. | $50,000 |
| BCM - Dr Kara Marshall | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | HOUSTON | TX | 77030 | None | PC | Dr. Kara Marshall, a designated McNair Scholar at Baylor College of Medicine, studies mechancial interoception, which is the nervous system's representation of sensations from within the body. | $500,000 |
| BCM - Dr Mohit Khera | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | HOUSTON | TX | 77030 | NONE | PC | Support toward Dr. Mohit Khera's ANDROLOGY STUDIES. | $125,000 |
| BCM - Dr Trey Westbrook | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | HOUSTON | TX | 77030 | None | PC | Dr. Trey Westbrook, a designated McNair Scholar at Baylor College of Medicine, focuses on discovering the genes and mechanisms that drive breast cancer and developing the next generation of cancer medicines (6/8). | $50,000 |
| BCM - Dr T Dorina Papageorgiou | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | Houston | TX | 77030 | NONE | PC | Support toward Dr. Papageorgiou's research focused on investigational targeted brain neuro-therapeutics at Baylor College of Medicine. | $189,105 |
| BCM - McNair MDPhD Scholar Support | ||||||||
| ONE BAYLOR PLAZA | MS BCM160 | HOUSTON | TX | 77030 | NONE | PC | Provides scholarships to combined M.D./Ph.D. program students. | $549,174 |
| Big Brothers Big Sisters | ||||||||
| 1003 Washington Avenue | Houston | TX | 77002 | NONE | PC | Fifth installment toward BBBS Headquarters Building Capital Campaign. | $50,000 | |
| Brookwood Community | ||||||||
| 1752 FM 1489 | Brookshire | TX | 77423 | None | PC | 4/5 installment toward Brookwood Community Citizen Scholarships. | $100,000 | |
| Camp Blessing Texas - Build a Blessing | ||||||||
| 7227 Camp Blessing Lane | Brenham | TX | 77833 | NONE | PC | Fifth installment toward Capital Campaign to support camping ministry for children, youth, and adults with special needs. | $200,000 | |
| Columbia College | ||||||||
| 1301 Columbia College Drive | Columbia | SC | 29203 | None | PC | McNair scholarship funds for deserving students - 2021 Spring Semester. | $52,206 | |
| Crime Stoppers of Houston | ||||||||
| PO Box 541654 | Houston | TX | 77254 | None | PC | Third installment to support general operating for Crime Stoppers of Houston with mission to solve and prevent crime in the Greater Houston area in partnership with citizens, media and criminal justice system. | $5,000 | |
| Easter Seals of Greater Houston | ||||||||
| 4888 Loop Central Drive Suite 200 | Houston | TX | 77081 | None | PC | Support of Easter Seals of Greater Houston's High School/High Tech program. High School/High Tech is a community-based partnership of parents, educators, rehabilitation professionals and business representatives working together to encourage students with disabilities to explore the fields of science, engineering and technology. | $10,000 | |
| Girl Scouts of San Jacinto Council | ||||||||
| 3110 SOUTHWEST FREEWAY | HOUSTON | TX | 770984508 | NONE | PC | Support toward mission to build girls of courage, confidence, and character to make the world a better place. | $35,000 | |
| Glenwood Cemetery Historic Preservation Foundation | ||||||||
| 2525 Washington Avenue | Houston | TX | 77007 | None | PC | Support toward mission to protect and preserve the historic integrity and natural beauty of Glenwood Cemetery and Washington Cemetery for the benefit of future generations. | $5,000 | |
| Hillsdale College | ||||||||
| 33 East College Street | Hillsdale | MI | 49242 | None | PC | 5/5 installment toward the Robert and Janice McNair Foundation Scholarship in support of Hilldale College's mission to furnish all persons who wish a literary and scientific education combined with moral and social instruction. | $100,000 | |
| Houston Grand Opera | ||||||||
| 510 Preston St | Houston | TX | 77002 | None | PC | Support toward Houston Grand Opera's Holiday Opera. | $200,000 | |
| Houston Police Foundation | ||||||||
| 1200 Travis St | Houston | TX | 77001 | None | PC | SUPPORT TOWARD ADOPT-A-HORSE PROGRAM PROVIDING EQUIPMENT NECESSARY TO THE HOUSTON POLICE DEPARTMENT. | $15,000 | |
| Houston Zoo - Centennial Campaign | ||||||||
| 1513 Cambridge Street | Houston | TX | 77030 | None | PC | 1/5 installment toward $3MM pledge to support the Centennial campaign "Keeping Our World Wild." | $600,000 | |
| Interfaith Ministries for Greater Houston | ||||||||
| 3303 Main Street | Houston | TX | 77002 | None | PC | Support toward Meals on Wheels assisting seniors in the community. | $10,000 | |
| Junior Achievement of Southeast Texas | ||||||||
| 2115 East Governors Circle | Houston | TX | 77092 | NONE | PC | SUPPORT TOWARD ANNUAL OPERATIONS FOR STUDENT PROGRAMS WITH ACTIVITY-BASED LEARNING EXPERIENCES THAT ENABLE STUDENTS TO DEVELOP PRACTICAL SKILLS AND THE OUTLOOK NEEDED TO MEET THEIR FUTURES WITH CONFIDENCE. | $5,000 | |
| Kiawah Conservancy | ||||||||
| 80 Kestrel Ct | Kiawah Island | SC | 29455 | None | PC | Support for the preservation of pristine barrier habitat, conservation educational programs including presentations to local schools and school-age groups, and financial and staff support for a wide range of research projects to study groundwater and tidal saltmarshes as it relates to flooding on the island. | $1,000 | |
| Hope Media Group Inc | ||||||||
| 1722 Treble Drive | Humble | TX | 77338 | NONE | PC | Support toward NGEN Radio Station. | $100,000 | |
| Loving Houston | ||||||||
| 2916 W TC Jester No 200 | Houston | TX | 77018 | None | PC | Support to advance community transformation throughout Greater Houston by helping churches serve local schools. | $50,000 | |
| Luis Palau Association | ||||||||
| PO Box 50 | Portland | OR | 97207 | None | PC | Support toward City Gospel Movement Fund and mission of commitment to proclaim the Good News, uniting the Church, and impacting cities worldwide. | $10,000 | |
| Malachi Destiny & Purpose | ||||||||
| PO Box 14012 | Houston | TX | 77221 | None | PC | Funds toward mission of outreach to inner-city disadvantaged families. | $15,000 | |
| Memorial Park Conservancy | ||||||||
| 7575 North Picnic Lane | Houston | TX | 77007 | NONE | PC | Funds toward mission to preserve, restore, and enhance Memorial Park for the enjoyment of all Houstonians, today and tomorrow. | $10,000 | |
| The Mission of Yahweh | ||||||||
| 10247 Algiers rd | Houston | TX | 77041 | None | PC | Support of Spindletop House of Joy Children's Program providing homeless women and their children with basic needs and support services in a safe and caring Christian environment. | $10,000 | |
| Neuhaus Education Center | ||||||||
| 4433 Bissonnet | Bellaire | TX | 77401 | None | PC | Support for mission dedicated to promoting reading success and promoting professional learning to educators, resources and support to parents, and direct services to adult learners. | $15,000 | |
| Northwood University | ||||||||
| 4000 Whiting Drive | Midland | MI | 48642 | None | PC | Support of the McNair Center for the Advancement of Free Enterprise and Entrepreneurship at Northwood University. | $200,000 | |
| Rice University - MCE | ||||||||
| PO Box 1892 | Houston | TX | 77251 | None | PC | Ongoing commitment in support of the McNair Center for Entrepreneurship and Economic Growth. | $400,000 | |
| Rice University - McNair Scholars | ||||||||
| PO Box 1892 | Houston | TX | 77251 | None | PC | Ongoing commitment to McNair Scholars Program Fund. | $118,000 | |
| Salvation Army Greater Houston Area Command | ||||||||
| 1500 Austin Street | Houston | TX | 77002 | None | PC | Support toward Boys and Girls Club and Sylvan Learning Centers. | $25,000 | |
| SIRE | ||||||||
| PO Box 924067 | Houston | TX | 77292 | None | PC | Funds to support SIRE's mission to improve the quality of life for people with special needs through therapeutic horsemanship activities and therapies, and educational outreach. | $5,000 | |
| Small Steps Nurturing Center | ||||||||
| 2902 Jensen Drive | Houston | TX | 77026 | None | PC | Support toward Speech Therapy services for the 2021-2022 school year to economically at-risk children at no financial cost to their families. | $10,000 | |
| Souper Bowl of Caring | ||||||||
| 6260 Westpark Drive Suite 260 | Houston | TX | 77057 | None | PC | Funds in support of mission to unite all communities into a nation-wide movement inspiring people to give locally and make a collective impact on hunger. | $10,000 | |
| South Carolina Aquarium | ||||||||
| 100 Aquarium Wharf | Charleston | SC | 29401 | NONE | PC | Fifth installment in support of The McNair Center for Sea Turtle Conservation and Rescue at the South Carolina Aquarium to improve ability to save sick and injured sea turtles. | $100,000 | |
| Stages Inc | ||||||||
| 800 Rosine Street | Houston | TX | 77019 | None | PC | Support of Staging Our Future: A Transformational Campaign for Stages and of Stages' mission to advance theatre and enliven community to make a more vibrant Houston. | $20,000 | |
| Star of Hope Mission - Cornerstone | ||||||||
| 4848 Loop Central Drive Suite 500 | Houston | TX | 77081 | None | PC | Fifth installment toward Cornerstone Community serving Houston homeless. | $200,000 | |
| The Prayer Institute | ||||||||
| 6011 West Orem Dr | Houston | TX | 77085 | None | PC | Support toward TPI Social Media Coordinator Position and mission to pray effective, efficacious prayers that will produce God's plans on earth and to build an army of praying believers who will position themselves as watchmen for our world, establish a kingdom of God on earth as he has purposed it in heaven, and destroy the strategies and assignments of the devil. | $25,000 | |
| United Way of Greater Houston | ||||||||
| PO Box 3247 | Houston | TX | 77253 | None | PC | Annual gift to United Way of Greater Houston in support of mission to engage caring people to improve lives and build a stronger community. | $250,000 | |
| The Museum of Fine Arts Houston | ||||||||
| PO Box 6826 | Houston | TX | 77265 | None | PC | Fifth installment toward the Campaign for the MFAH Campus. | $1,000,000 | |
| Institute for Humane Studies-George Mason Univ | ||||||||
| Vernon Smith Hall 1st Floor | 3434 Washington Blvd | Arlington | VA | 22201 | None | PC | Funds toward mission to support the achievement of a freer society by discovering and facilitating the development of talented students, scholars, and other intellectuals who share an interest in liberty and in advancing the principles and practice of freedom. | $10,000 |
| Isothermal Community College | ||||||||
| PO Box 804 | Spindale | NC | 28160 | None | PC | Support of Isothermal Discovery Engineering Camp 2021. | $8,000 | |
| Pro-Vision | ||||||||
| 4590 Wilmington Street | Houston | TX | 77051 | None | PC | Fifth installment to support the Housing Development Program and POET Capital Campaign, furthering the mission in bettering the young boys and girls in the Sunnyside community of Houston, TX. | $375,000 | |
| Presbyterian School | ||||||||
| 5300 Main Street | Houston | TX | 77004 | None | PC | Fifth installment toward Capital Campaign, Make Room for the Future, in support of Presbyterian School's mission that children should be educated in an environment integrating the three major institutions in their lives: Family, School, and Church. | $100,000 | |
| The Philanthropy Roundtable | ||||||||
| 1120 20th Street NW Suite 550 Sout | Washington | DC | 20036 | None | PC | Funds in support of mission to foster excellence in philanthropy, to protect philanthropic freedom, to assist donors in achieving their philanthropic intent, and to help donors advance liberty, opportunity, and personal responsibility in America and abroad. | $1,000 | |
| The Workfaith Connection | ||||||||
| 4555 Dacoma Suite 200 | Houston | TX | 77092 | None | PC | Support toward mission to help people in transition build a new life through work and faith, encourage disadvantaged job seekers in their hope for a better future, equip them with the skills and beliefs to gain employment and lead healthy, productive and spiritually rich lives. | $10,000 | |
| Brookwood Community | ||||||||
| 1752 FM 1489 | Brookshire | TX | 77423 | None | PC | Support of Brookwood and Beyond Capital Campaign including the Education and Enterprise Building (Phase VIII Capital Campaign). | $200,000 | |
| Mexican Institute of Greater Houston | ||||||||
| 4601 Caroline Street | Houston | TX | 77004 | None | PC | To support Mexican Institute of Greater Houston's general operations and expansion of educational programs. | $10,000 | |
| Spoleto Festival USA | ||||||||
| 14 George Street | Charleston | SC | 29401 | None | PC | Support toward 2021 chamber music series. | $30,000 | |
| Charleston Collegiate School | ||||||||
| 2024 Academy Drive | Johns Island | SC | 29455 | None | PC | Support of Charleston Collegiate School Scholarship Program and the school's mission to prepare students in a progressive learning environment that promotes cultural and economic diversity and fosters compassion, social awareness, and respect for community and environment. | $200,000 | |
| Cristo Rey Jesuit | ||||||||
| 6700 Mount Carmel Street | Houston | TX | 77087 | None | PC | Support of Corporate Work-Study Program and mission to inspire and prepare students of limited economic resources to succeed in college and lead their communities as compassionate, committed, and competent men and women for the greater glory of God. | $50,000 | |
| Houston Baptist University | ||||||||
| 7502 Fondren Road | Houston | TX | 77074 | None | PC | Support toward Morris Family Center for Law & Liberty. | $800,000 | |
| Project 88 Foundation | ||||||||
| 7 Foggy Heights Lane | Missouri City | TX | 77459 | None | PC | Support of college advisors at AdviseTX, as well as the Bridge Year program, so that underserved students can succeed at community Colleges and trade schools. | $25,000 | |
| USC Educational Foundation - Columbia Athletics | ||||||||
| 1600 Hampton Street Suite 736 | Columbia | SC | 29208 | None | PC | Contribution toward the Football Facilities Enhancement Fund. | $1,000,000 | |
| USC Educational Foundation - McNair Scholarship | ||||||||
| 1600 Hampton Street Suite 736 | Columbia | SC | 29208 | None | PC | Support toward the McNair Scholarship Fund. | $1,191,000 | |
| USC Educational Foundation - McNair Recruitment | ||||||||
| 1600 Hampton Street Suite 736 | Columbia | SC | 29208 | None | PC | Contribution toward McNair Recruitment Fund. | $180,000 | |
| USC Educational Foundation - McNair Scholars | ||||||||
| 1600 Hampton Street Suite 736 | Columbia | SC | 29208 | None | PC | Contributions toward McNair Scholars Program Administration Fund and McNair Scholars Enrichment Fund. | $220,000 | |
| University of St Thomas | ||||||||
| 3800 Montrose Boulevard | Houston | TX | 77006 | None | PC | Support toward the McNair Center for Free Enterprise and Entrepreneurship. | $200,000 | |
| Texas A&M Univ-Kingsville Foundation-Kleberg | ||||||||
| PO Box 2202 | Kingsville | TX | 78363 | None | PC | Support toward the Caesar Kleberg Wildlife Research Institute and the campaign "With You. Without Limits. The Campaign for Texas A&M University-Kingsville," providing the science behind wildlife conservation and management in South Texas and beyond. | $5,000 | |
| Mother Emanuel Memorial Foundation | ||||||||
| PO Box 242 | Charleston | SC | 29402 | NONE | PC | Funds toward support of the oldest African Methodist Episcopal Church in the Southern US and assistance to build the Emanuel Nine Memorial. | $200,000 | |
| Sam Houston Area Council Boy Scouts of America | ||||||||
| 2225 North Loop West | Houston | TX | 77008 | None | PC | Support toward mission to prepare young people to make ethical and moral choices over their lifetimes by instilling in them the value of the Scout Oath and Law. | $25,000 | |
| Prayers of the People | ||||||||
| PO Box 22262 | Houston | TX | 77227 | None | PC | Funds to support mission to fulfill the spiritual care of patients, families, and healthcare professionals in hospitals. | $5,000 | |
| Houston Grand Opera - HarveyFund | ||||||||
| 510 Preston Street | Houston | TX | 77002 | None | PC | Support toward performance venue's recovery from Hurricane Harvey flooding. | $50,000 | |
| Goodwill Industries of Houston | ||||||||
| 1140 West Loop North | Houston | TX | 77055 | None | PC | Support toward mission of Goodwill Houston's Connect Program to provide free education, training, and job opportunities to people with disabilities and other barriers to employment. | $10,000 | |
| The Prison Entrepreneurship Program | ||||||||
| PO Box 2767 | Houston | TX | 77252 | None | PC | Support toward workforce training and entrepreneurship development programs. | $5,000 | |
| The Heritage Society at Sam Houston Park | ||||||||
| 110 Bagby Street | Houston | TX | 77002 | None | PC | Contribution toward Annual Fund supporting ongoing dedication to preserve the history of our diverse community for the education and enjoyment of present and future populations. | $5,000 | |
| The Astros Golf Foundation | ||||||||
| 501 Crawford St | Houston | TX | 77002 | None | PC | Support toward the renovation of the Memorial Park Golf Course. | $666,667 | |
| Child Advocates Inc | ||||||||
| 3701 Kirby Drive Suite 400 | Houston | TX | 77098 | None | PC | Support of Harris County's Court Appointed Special Advocate Program providing live saving advocacy services to Houston's most severely abused and neglected children. | $10,000 | |
| Children At Risk | ||||||||
| 2900 Weslayan St Suite 400 | Houston | TX | 77027 | None | PC | Funds toward efforts to empower schools to improve the quality of education for Latino students. (1/3) | $100,000 | |
| DePelchin Children's Center | ||||||||
| 4950 Memorial Drive | Houston | TX | 77007 | None | PC | Support of integrated mental health program for children in foster care struggling with behavioral or emotional issues as well as the foster families who care for them. | $10,000 | |
| Bridges To Life | ||||||||
| PO Box 570895 | Houston | TX | 772570895 | None | PC | Support of mission to connect communities to prisons to reduce the recidivism rate, reduce the number of crime victims, and enhance public safety while ministering to victims and offenders in an effort to show them the transforming power of God's love and foregiveness. | $25,000 | |
| Buckner Children and Family Services Inc | ||||||||
| 700 N Pearl St Suite 1200 | Dallas | TX | 75201 | None | PC | Funds toward mission of transforming the lives of vulnerable children, promoting independence and building strong families through Christ-centered values specifically in the Aldine Family Hope Center program. | $10,000 | |
| College of Biblical Studies | ||||||||
| 7000 Regency Square Blvd | Houston | TX | 77036 | None | PC | Support to provide biblically based education for the body of Christ, with primary focus on African-American and other ethnic minority groups. | $10,000 | |
| Cornerstone Family Ministries | ||||||||
| PO Box 550872 | Houston | TX | 77255 | None | PC | Support of mission to develop relationships with families in underserved neighborhoods by building and fostering biblical communities. Particular support toward purchase and conversion of box truck to a functioning mobile video production studio. | $15,000 | |
| Houston Achievement Place | ||||||||
| 245 W 17th Street | Houston | TX | 77008 | None | PC | Support of Project CLASS (Children Learning Appropriate Social Skills) program and Children's Books Animated Films Social Skills Initiative toward commitment to equip children from all backgrounds with the core-foundation skills to focus attention, develop constructive relationships, succeed academically and live meaningful and productive futures. | $10,000 | |
| Youth For Christ USA | ||||||||
| 7670 S Vaughn Court | Englewood | CO | 80112 | None | PC | Support of mission to reach young people everywhere, working together with the local church and other like-minded partners, to raise up life-long followers of Jesus. | $10,000 | |
| Scripture Awakening | ||||||||
| 7941 Katy Fwy 447 | Houston | TX | 77024 | None | PC | Gift toward initiative to impact a whole new generation of entrepreneurs and leaders in major sectors of Houston and beyond through their new online version of Bible in 90 Days. | $10,000 | |
| The Fuller Foundation | ||||||||
| 135 North Oakland Avenue | Pasadena | CA | 91182 | None | PC | Gift toward Vocational Formation for a Changing World of Work in Fuller's De Pree Center for Leadership which equips marketplace leaders as they wrestle with how to integrate faith and work in a rapidly changing world.(1/3) | $116,539 | |
| Camp Blessing Texas - Camp Operations | ||||||||
| 7227 Camp Blessing Lane | Brenham | TX | 77833 | None | PC | Gift toward Camp Operations and mission to provide help and hope to individual of all abilities through Christ centered camp experiences. | $25,000 | |
| Fellowship of Christian Athletes | ||||||||
| 8701 Leeds Road | Kansas City | MO | 641291680 | None | PC | Support of mission to lead every coach and athlete into a growing relationship with Jesus Christ and His church. | $25,000 | |
| ProUnitas | ||||||||
| 2007 Commerce Street | Houston | TX | 77002 | None | PC | Gift toward equipping 30 new schools with PurpleSENSE and Resource Map as part of mission to ensure every student has access to the right resources at the right time in order to be successful in school and beyond. | $90,000 | |
| Vestibular Disorders Association (VeDA) | ||||||||
| 5018 NE 15th Avenue | Portland | OR | 97211 | None | PC | Support of mission to inform, support, and advocate for the vestibular community. | $10,000 | |
| YMCA of Greater Houston | ||||||||
| PO Box 3007 | Houston | TX | 77253 | None | PC | Support toward the YMCA Academy and Summer Day Camp. | $100,000 | |
| American Bible Society | ||||||||
| 101 North Independence Mall East FL | Philadelphia | PA | 181062155 | None | PC | Grant to fund the Faith and Liberty Discovery Center. (1/2) | $25,000 | |
| 3S Ministries | ||||||||
| 2248 Central Drive | STE 107 PMB 221 | Bedford | TX | 76021 | None | PC | Support for providing educational experiences for married couples to help them think, discover, and practice behaviors that will renew, refresh, and restore vitality and intimacy in marriages. | $15,000 |
| USC Educational Foundation-MI for Entrepreneurism | ||||||||
| 1600 Hampton Street Suite 736 | Columbia | SC | 29208 | None | PC | Contribution toward McNair Institute for Entrepreneurism & Free Enterprise Operations. | $400,000 | |
| Pro-Vision Inc | ||||||||
| 4590 Wilmington Street | Houston | TX | 77051 | None | PC | Sixth installment to support the Housing Development Program and POET Capital Campaign, furthering the mission in bettering the young boys and girls in the Sunnyside community of Houston, TX. | $325,000 | |
| UT FOUNDATION (UTHEALTH) - DR CHIRAG PATEL | ||||||||
| 9011 Mountain Ridge Suite 150 | Austin | TX | 78759 | None | PC | Support toward Dr. Chirag Patel, McNair Scholar at MD Anderson Cancer Center, and his studies of alternating electric fields (AEFs) therapy that prolongs survival in patients with glioblastoma. | $500,000 | |
| Houston Baptist University - MCE | ||||||||
| 7502 Fondren Road | Houston | TX | 77074 | None | PC | Support for the McNair Center for Entrepreneurship. | $200,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,861,140 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SIRE | ||||||||
| PO Box 924067 | HOUSTON | TX | 77292 | NONE | PC | COMMITMENT TOWARD EQUINE-ASSISTED LEARNING PROGRAM. | $110,000 | |
| BCM - Dr Mohit Khera | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | COMMITMENT TOWARD MEDICAL RESEARCH PROJECTS RELATED TO LOW-INTENSITY SHOCKWAVE THERAPY TO TREAT MEN'S INFERTILITY AND HYPOGONADISM. | $300,000 | MS BCM160 |
| RICE UNIVERSITY - DR JACOB ROBINSON | ||||||||
| 6100 MAIN ST | HOUSTON | TX | 77005 | NONE | PC | COMMITMENT TOWARD MEDICAL RESEARCH PROJECT RELATED TO WIRELESS MAGNETOELECTRIC STIMULATION FOR MENTAL AND COGNITIVE DISORDERS. | $248,725 | |
| UT FOUNDATION (UTHEALTH) - DR KIRK ROBERTS | ||||||||
| 9011 MOUNTAIN RIDGE SUITE 150 | AUSTIN | TX | 78759 | NONE | PC | COMMITMENT TOWARD MEDICAL RESEARCH PROJECT RELATED TO AI-BASED METHODS FOR ADVANCING ENDOMETRIOSIS TREATMENTS. | $598,994 | |
| BCM - DR CHRIS VERRICO | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | COMMITMENT TOWARD MEDICAL RESEARCH PROJECT RELATED TO Treatments for Reducing Pain and Opioid Use. | $1,701,700 | |
| BCM - Dr Xiang Zhang | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | COMMITMENT TOWARD MEDICAL RESEARCH PROJECT RELATED TO TARGETING A BIOELECTRIC SWITCH ON MITOCHONDRIAL MEMBRANES TO ELIMINATE DORMANT CANCER CELLS. | $750,000 | MS BCM160 |
| BCM - DR Sameer Anil Sheth | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | COMMITMENT TOWARD MEDICAL RESEARCH PROJECT RELATED TO WIRELESS MAGNETOELECTRIC STIMULATION FOR MENTAL AND COGNITIVE DISORDERS. | $66,275 | MS BCM160 |
| BCM - DR Xiaoming Guan | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | COMMITMENT TOWARD MEDICAL RESEARCH PROJECT RELATED TO AI-BASED METHODS FOR ADVANCING ENDOMETRIOSIS TREATMENTS. | $199,081 | MS BCM160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,974,775 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,246 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,498,327 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,279,072 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| SECURITIES LITIGATION PROCEEDS | 14 | $1,669 |
| OTHER MISCELLANEOUS INCOME | 14 | $15 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,782,329 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,782,329 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Janice S McNair | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 N Post Oak Lane Ste 600 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (4 entries)
| ExplanationExplanationTxt |
|---|
| SNYDER CAPITAL MANAGEMENT LP |
| SNYDER CAPITAL MANAGEMENT LP IS A SMALL-CAP EQUITY MANAGER FOR THE FOUNDATION. |
| The Reverend Dave Peterson |
| THE REVEREND DAVE PETERSON HAS BEEN ENGAGED AS DIRECTOR OF THE FOUNDATION'S COMMUNITY OUTREACH PROGRAM, WHICH INCLUDES: 1. Assisting in the Foundation's faithful stewardship of its resources; 2. Filtering new requests from faith-based programs; 3. Reviewing, evaluating, and recommending funding levels annually for currently funded Christian stewardship initiatives; 4. Serving as an advisor to the Foundation Committee on Christian stewardship initiatives; 5. Assisting the Executive Director with other appropriate Foundation activities; and 6. Attending Foundation Committee meetings and reporting on Christian stewardship initiatives. |
| Fayez Sarofim Co |
| FAYEZ SAROFIM & CO. IS AN INVESTMENT MANAGER FOR THE FOUNDATION. |
| DR CHARLES NEBLETT |
| DR. NEBLETT HAS BEEN ENGAGED TO SERVE AS THE FOUNDATION'S MEDICAL DIRECTOR, WHERE HE OVERSEES THE MCNAIR MEDICAL INSTITUTE MEDICAL RESEARCH PROGRAMS. THE PURPOSE OF THE INSTITUTE'S MEDICAL RESEARCH PROGRAMS ARE TO ESTABLISH TRANSLATIONAL MEDICAL AND SCIENCE RESEARCH PROJECTS. |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FAYEZ SAROFIM EQUITIES-SEE ATT | $135,067,485 | $135,067,485 |
| SNYDER CAPITAL EQUITIES-SEE AT | $49,333,575 | $49,333,575 |
| GOLDMAN SACHS & CO-SEE ATT | $133,705,671 | $133,705,671 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,463 | LegalFeesAmt |
| Disbursements Charitable Prps | $15,424 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $2,750 | BOYBookValueAmt |
| EOY Book Value | $2,750 | EOYBookValueAmt |
| EOYFMV | $2,750 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES & SMALL EQUIPMENT | $745 | $373 | $447 |
| MEMBERSHIPS & SEMINARS | $2,055 | $2,055 | |
| POSTAGE AND DELIVERY | $272 | $291 | |
| IT COSTS | $11,648 | $30 | $11,588 |
| DATA COMMUNICATIONS (CELLULAR) | $1,870 | $2,056 | |
| INSURANCE | $149 | $149 | |
| PAYROLL SERVICES | $1,501 | $1,821 | |
| HR ADMIN & OTHER COSTS | $2,275 | $2,275 | |
| RECRUITING/HIRING EXPENSE | $81 | $81 | |
| BUSINESS GIFTS | $162 | $162 | |
| OTHER GENERAL & ADMIN EXPENSE | $64 | $50 | |
| STATE TAXES & FILING FEES | $85 | $85 | |
| PENALTIES | $228 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SECURITIES LITIGATION PROCEEDS | $1,669 | $1,669 |
| OTHER MISCELLANEOUS INCOME | $15 | $15 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | YTD UNREALIZED GAIN FMV EQUITIES | Desc |
| Amt | $59,758,100 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CONSULTING FEES | $733,976 | $733,976 | |
| PROGRAM CONSULTING FEES | $330,076 | $330,456 | |
| MANAGEMENT FEES | $176,189 | $88,095 | $77,917 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INC. | $179,499 | ||
| FOREIGN DIVIDEND WITHHOLDING | $44,533 | $44,533 | |
| PAYROLL TAXES | $15,657 | $15,657 |