ROBERT & JANICE MCNAIR FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT & JANICE MCNAIR FOUNDATION (EIN 76-6050185)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202103169349103785
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- 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 | 2021-11-12T14:43:55-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 |
| Business Name Line2 | d/b/a McNair Medical Institute | BusinessNameLine2Txt |
| 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 | Janice McNair | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 7133367840 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Janice | PersonFirstNm |
| Person Last | McNair | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer D Rhoderick | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Preparation | 2021-11-10 | 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 | 2020 | 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 | $265,323,874 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $104,534 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $104,534 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,224,895 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,224,895 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,221,177 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $93,231,399 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,221,177 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $7,250 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $112 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $112 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $38,550,718 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,550,718 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,250 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $222,704 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $222,704 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $34,721 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $34,421 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28,680 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $27,651 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,060 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,530 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,030 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $726,591 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $601,611 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $124,600 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $584,059 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50,557 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,734 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,094 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,785 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $205 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $205 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,019 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,248 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,620,133 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $653,773 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $440,378 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,406,040 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,406,040 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,026,173 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $653,773 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,846,418 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,524,545 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,896,945 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,250 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,329,149 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,344,856 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,344,856 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $90 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $90 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $90 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $40 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Prepaid Expenses BOY | $9,387 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $59,589 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $59,589 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $228,871,349 | CorporateStockBOYAmt |
| Corporate Stock EOY | $263,916,589 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $263,916,589 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,750 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,750 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $230,209,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $265,323,874 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $265,323,874 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $122,057 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $151,752 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $122,057 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $151,752 | 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 | $228,459,433 | RetainedEarningBOYAmt |
| Retained Earning EOY | $263,543,687 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $230,087,868 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $265,172,122 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $230,209,925 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $265,323,874 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $230,087,868 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,524,545 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,559,709 | OtherIncreasesAmt |
| Subtotal | $265,172,122 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $265,172,122 | 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 | $93,231,399 | GrossSalesPriceAmt |
| Cost Or Other Basis | $59,010,222 | CostOrOtherBasisAmt |
| Gain Or Loss | $34,221,177 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $34,221,177 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,221,177 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $526,768 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $526,768 | SubtotalAmt |
| Tax Based On Investment Income | $526,768 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $524,386 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $62,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $586,386 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $29 | EsPenaltyAmt |
| Overpayment | $59,589 | OverpaymentAmt |
| Applied To ES Tax | $59,589 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Janice S McNair | ||||||||
| 109 N Post Oak Lane Ste 600 | Houston | TX | 77024 | Trustee | 1.0 | $0 | $0 | $0 |
| Ruth McNair Smith | ||||||||
| 109 N Post Oak Lane Ste 600 | Houston | TX | 77024 | Trustee | 1.0 | $0 | $0 | $0 |
| Robert Cary McNair Jr | ||||||||
| 109 N Post Oak Lane Ste 600 | Houston | TX | 77024 | Trustee & MMI Manager / Pres. | 1.0 | $0 | $0 | $0 |
| Daniel Calhoun McNair | ||||||||
| 109 N Post Oak Lane Ste 600 | Houston | TX | 77024 | Trustee | 1.0 | $0 | $0 | $0 |
| Melissa Eileen McNair | ||||||||
| 109 N Post Oak Lane Ste 600 | Houston | TX | 77024 | Trustee | 1.0 | $0 | $0 | $0 |
| Kristi S Cooper | ||||||||
| 109 N Post Oak Lane Ste 600 | Houston | TX | 77024 | Executive Director | 40.0 | $222,704 | $29,729 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 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 | $306,209 |
| The Reverend Dave Peterson | |||||
| 6726 SAXTON MANOR STREET | HOUSTON | TX | 77055 | CMTY OUTREACH DIRECT | $120,000 |
| Fayez Sarofim & Co | |||||
| TWO HOUSTON CENTER STE 2907 | HOUSTON | TX | 77010 | INVESTMENT MANAGER | $292,402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
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 | $220,208,562 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,678,726 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $221,887,288 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $221,887,288 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,328,309 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $218,558,979 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,927,949 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,927,949 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $526,768 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $526,768 | TotalTaxAmt |
| Distributable Before Adj | $10,401,181 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $7,250 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,408,431 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,408,431 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,846,418 | 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 | $14,846,418 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,846,418 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,408,431 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,576,038 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,764,544 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,186,570 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,429,012 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,209,911 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $61,166,075 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,846,418 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $10,408,431 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,437,987 | RemainingDistriFromCorpusAmt |
| Total Corpus | $65,604,062 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,576,038 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,028,024 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,764,544 | ExcessFromYear4Amt |
| Excess From Year3 | $12,186,570 | ExcessFromYear3Amt |
| Excess From Year2 | $8,429,012 | ExcessFromYear2Amt |
| Excess From Year1 | $11,209,911 | ExcessFromYear1Amt |
| Excess From Current Year | $4,437,987 | 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 (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Cancer Society South Region | ||||||||
| 2500 Fondren Road Suite 100 | Houston | TX | 77063 | None | PC | Multi-year commitment in Jan 2016 with Challenge Grant. One dollar for every two dollars raised from Feb 2015 - Dec 2015, not to exceed $4 million. To be paid by five equal annual pmts of $800K starting Jan 2016 for Hope Lodge Houston, providing cancer patients & caregivers housing during treatment. | $800,000 | |
| BCM-NeuromodulationHarmony (Dr Wayne Goodman) | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Ongoing support toward the Neuromodulation/Harmony project led by Dr. Wayne Goodman. | $577,500 | |
| BCM-McNair MDPhD ImmunEndo Scholars | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Baylor College of Medicine McNair M.D./Ph.D. Immunology/Endocrinology Scholars: Julie Tomolonis, Linda Zhang, and Hilda Chan. | $114,786 | |
| BCM-McNair Initiative for Neuroscience Discovery | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Ongoing support for the scientists conducting mental health studies at The McNair Initiative for Neuroscience Discovery Phase 2 (MIND-2) at Baylor College of Medicine. | $220,000 | |
| BCM-Dr Erez L Aiden | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Dr. Erez L. Aiden, a designated McNair Scholar at Baylor College of Medicine, continues to develop powerful new technologies and methods for interrogating genomes in three dimensions - 8 of 8. | $100,000 | |
| BCM-Dr Koen Venken | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Dr. Koen Venken, a designated McNair Scholar at Baylor College of Medicine, focuses on the development of cutting edge molecular genetics and genomic technologies to identify new cancer genes that can be targeted for novel therapies - 8 of 8. | $50,000 | |
| BCM-Dr Massimo Pietropaolo | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Dr. Massimo Pietropaolo, a designated McNair Scholar at Baylor College of Medicine, is pursuing research in the area of juvenile diabetes - 7 of 8. | $200,000 | |
| BCM-Dr Bing Zhang | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | None | PC | Dr. Bing Zhang, a designated McNair Scholar at Baylor College of Medicine, focuses on research to use proteogenomics and multi-omics data to better understand cancer biology and to improve cancer care - 5 of 5. | $377,000 | |
| BCM-Lights Out Cancer | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Gift toward awareness and fundraising event, "Lights Out, Cancer" designed to spotlight the discoveries and revolutionary treatment advances made in the Dan L Duncan Comprehensive Cancer Center at Baylor College of Medicine. | $10,000 | |
| BCM-Dr Hsiao-Tuan Chao | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Dr. Hsiao-Tuan Chao, a designated McNair Scholar at Baylor College of Medicine, is pursuing research in the area of neurosciences - 2 of 8. | $500,000 | |
| BCM-Dr Nuo Li | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Dr. Nuo Li, a designated McNair Scholar at Baylor College of Medicine, focuses on research aimed at understanding the neural circuits involved in the planning and execution of voluntary movements. Through this work, he aims to develop a platform in which abnormalities in brain circuits underlying cognitive disorders could be quantitatively examined - 5 of 8. | $100,000 | |
| BCM-Dr Trey Westbrook | ||||||||
| ONE BAYLOR PLAZA | 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 (4 and 5 of 8). | $450,000 | |
| BCM-Dr T Dorina Papageorgiou | ||||||||
| One Baylor Plaza | Houston | TX | 77030 | NONE | PC | Support toward Dr. Papageorgious' work focused on investigational targeted brain neuro-therapeutics at Baylor College of Medicine. | $441,161 | |
| BCM-McNair MDPhD Scholar Support | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | One of the foundation's endowments is this effort which provides scholarships to combined M.D./Ph.D. program students. | $352,495 | |
| Big Brothers Big Sisters | ||||||||
| 1003 Washington Avenue | Houston | TX | 77002 | NONE | PC | 4/5 installment toward BBBS Headquarters Building Capital Campaign. | $50,000 | |
| Brookwood Community | ||||||||
| 1752 FM 1489 | Brookshire | TX | 77423 | None | PC | 3/5 installment toward Brookwood Community Citizen Scholarships. | $100,000 | |
| Camp Blessing Texas - Build a Blessing | ||||||||
| 7227 Camp Blessing Lane | Brenham | TX | 77833 | NONE | PC | 4/5 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 - 2020 Fall Semester. | $59,325 | |
| Columbia College | ||||||||
| 1301 Columbia College Drive | Columbia | SC | 29203 | None | PC | McNair scholarship funds for deserving students - 2020 Spring Semester. | $103,173 | |
| Crime Stoppers of Houston | ||||||||
| PO Box 541654 | Houston | TX | 77254 | None | PC | 2/3 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 The Caroline School at Easter Seals of Greater Houston and its programs that focus on helping people achieve their highest level of physical, cognitive, and social health regardless of age or type of disability. | $25,000 | |
| Girl Scouts of San Jacinto Council | ||||||||
| 3110 SOUTHWEST FREEWAY | HOUSTON | TX | 77098 | 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 | 4/5 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 Houston Grand Opera's vision to inspire opera's future and advance operatic art to serve an ever-evolving audience. | $200,000 | |
| Houston Police Foundation | ||||||||
| PO Box 346 | Houston | TX | 77001 | None | PC | Support toward Adopt-A-Horse Program providing equipment necessary to the Houston Police Department. | $15,000 | |
| Houston Public Library Foundation | ||||||||
| 550 McKinney St | Houston | TX | 77002 | None | PC | 5/5 installment to establish Barbara Bush Literacy Plaza honoring Mrs. Bush and becoming the physical focal point for literacy in Houston. | $100,000 | |
| Houston Public Media Foundation | ||||||||
| 4343 Elgin | Houston | TX | 77204 | None | PC | 2/3 installment in support of educational children's programming to expand minds and possibilities with trusted information and quality entertainment. | $10,000 | |
| Houston Zoo - McNair Asian Elephant Expansion | ||||||||
| 1513 Cambridge Street | Houston | TX | 77030 | None | PC | 5/5 installment toward $2.5MM pledge to support the McNair Asian Elephant Habitat. | $500,000 | |
| Intercollegiate Studies Institute | ||||||||
| FM Kirby Campus | Wilmington | DE | 198071938 | None | PC | Support marketing efforts for ISI's Philosophy, Politics, and Economics (PPE) online course. | $50,000 | 3901 Centerville Road |
| 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 | |
| KSBJ Education Foundation Inc | ||||||||
| 1722 Treble Drive | Humble | TX | 77338 | NONE | PC | 4/5 installment supporting NGEN signal acquisition, a full-powered FM station offering Christian music created to reach the millennial generation, including additional funds toward the project to move the antenna. | $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. | $25,000 | |
| Malachi Destiny & Purpose | ||||||||
| PO Box 14012 | Houston | TX | 77221 | None | PC | Funds toward Cooz Summer Program to evaluate and strengthen the youth and parents educational process. | $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 Spindeltop House and the 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 | |
| Recipe for Success Foundation | ||||||||
| PO Box 56405 | Houston | TX | 77256 | None | PC | 2/2 installment toward mission to combat childhood obesity by changing the way children understand, appreciate, and eat their food. | $5,000 | |
| Rice University - MCE | ||||||||
| PO Box 1892 | Houston | TX | 77251 | None | PC | Ongoing commitment in support of the McNair Center for Entrepreneurship and Innovation. | $400,000 | |
| Rice University - McNair Scholars | ||||||||
| PO Box 1892 | Houston | TX | 77251 | None | PC | Ongoing commitment to McNair Scholars Program Fund. | $91,000 | |
| Salvation Army Greater Houston Area Command | ||||||||
| 1500 Austin Street | Houston | TX | 77002 | None | PC | Support to The Salvation Army's Boys & Girls Club Programs, an ongoing tutoring program that builds character and self-confidence and instills a sense of belonging, competence, usefulness and influence. | $25,000 | |
| SIRE | ||||||||
| 11211 Katy Freeway Suite 660 | Houston | TX | 77079 | 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 2020-2021 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 empowering youth and uniting communities to #TackleHunger using the energy of the Big Game. | $10,000 | |
| South Carolina Aquarium | ||||||||
| 100 Aquarium Wharf | Charleston | SC | 29401 | NONE | PC | 4/5 installment toward launching The McNair Center for Sea Turtle Conservation and Research 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 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 | 4/5 installment toward Cornerstone Community serving Houston homeless. | $200,000 | |
| Teach for America - Houston | ||||||||
| 25 Broadway 12th Floor | New York | NY | 10004 | None | PC | Third and final commitment of funds to support Teach for America's mission to grow and strengthen the leadership force in Houston by improving educational opportunities for all children. | $100,000 | |
| The Prayer Institute | ||||||||
| 6011 West Orem Dr | Houston | TX | 77085 | None | PC | Support toward 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 | |
| Shriners Hospitals for Children - Houston | ||||||||
| 6977 Main Street | Houston | TX | 77030 | None | PC | 3/3 installment toward mission to provide the highest quality care to children with neuromusculoskeletal conditions, burn injuries, and other special healthcare needs within a compassionate, family-centered and collaborative care environment. | $33,334 | |
| Houston Ballet | ||||||||
| 601 Preston Street | Houston | TX | 77002 | None | PC | 3/3 installment toward mission to inspire a lasting love and appreciation for dance through artistic excellence, exhilarating performances, innovative choreography and superb educational programs. | $5,000 | |
| The Museum of Fine Arts Houston | ||||||||
| PO Box 6826 | Houston | TX | 77265 | None | PC | 4/5 installment toward the Campaign for the MFAH Campus. | $1,000,000 | |
| Institute for Humane Studies-George Mason Univ | ||||||||
| Vernon Smith Hall 1st Floor | 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 | 3434 Washington Blvd |
| Isothermal Community College | ||||||||
| PO Box 804 | Spindale | NC | 28160 | None | PC | 3/3 installment toward isothermal community college scholarships/financial aid and 2021 science expo. | $92,000 | |
| Lees-McRae College | ||||||||
| PO Box 128 | Banner Elk | NC | 28604 | None | PC | 3/5 installment to support the High Country Home Scholarship Fund and purpose of providing a ministry of education and service to diverse populations. | $100,000 | |
| Newspring | ||||||||
| 8945 Long Point Suite 100 | Houston | TX | 77055 | None | PC | Support for NewSprings Business Edge in partnership with Spring Branch entrepreneurs to help them achieve sustainable and profitable growth with a 12-month program of one-on-one business mentoring and guidance. | $5,000 | |
| Bo's Place | ||||||||
| 10050 Buffalo Speedway | Houston | TX | 77054 | None | PC | Support toward Hats, Hearts & Horseshoes fundraiser and overall mission to enhance the lives of those who have experienced the death of a loved one. | $10,000 | |
| Pro-Vision | ||||||||
| 4590 Wilmington Street | Houston | TX | 77051 | None | PC | 4/5 installment to support the POET Capital Campaign, furthering the mission in bettering the young boys and girls in the Sunnyside community of Houston, TX. | $250,000 | |
| Houston Municipal Golf Association | ||||||||
| 7700 Capitol Road | Houston | TX | 77011 | None | PC | 3/3 installment toward campaign to restore the state's oldest, continuously played 18-hole golf course, economic growth by Houston's historic East End, and youth education through the game of golf. | $100,000 | |
| Presbyterian School | ||||||||
| 5300 Main Street | Houston | TX | 77004 | None | PC | 4/5 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 Capital Campaign funding to improve the lives and enhance the futures of individuals with neurological, cognitive and motor impairments, as well as the lives of their families and communities. | $100,000 | |
| Houston Food Bank | ||||||||
| 535 Portwall Street | Houston | TX | 77029 | None | PC | Support toward Backpack Buddy and Food for Change programs providing reliable access to healthy food. | $50,000 | |
| 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 2020 CHAMBER MUSIC SERIES. | $30,000 | |
| Charleston Collegiate School | ||||||||
| 2024 Academy Drive | Johns Island | SC | 29455 | None | PC | Support of Charleston Collegiate Scholarships 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 | |
| Communities Foundation of Texas | ||||||||
| 5500 Caruth Haven Lane | Dallas | TX | 75225 | None | PC | Funds to Educate Texas in support of Bridge to College and Career Success, an initiative to strengthen the public education system so that every Texas student is prepared for success in school, the workforce, and life. | $125,000 | |
| Houston Baptist University | ||||||||
| 7502 Fondren Road | Houston | TX | 77074 | None | PC | Support toward McNair Center for Entrepreneurship. | $200,000 | |
| Project 88 Foundation | ||||||||
| 7 Foggy Heights Lane | Missouri City | TX | 77459 | None | PC | Support of organization committed to helping high school students become competitive college applicants and leaders in their communities. | $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 Institute | ||||||||
| 1600 Hampton Street Suite 736 | Columbia | SC | 29208 | None | PC | Support toward the McNair Institute for Entrepreneurism and Free Enterprise Operations. | $400,000 | |
| USC Educational Foundation - McNair Recruitment | ||||||||
| 1600 Hampton Street Suite 736 | Columbia | SC | 29208 | None | PC | Contribution toward McNair Recruitment Fund. | $280,000 | |
| USC Educational Foundation - McNair Scholars | ||||||||
| 1600 Hampton Street Suite 736 | Columbia | SC | 29208 | None | PC | Contribution toward McNair Scholarship Fund. | $1,520,000 | |
| University of St Thomas | ||||||||
| 3800 Montrose Boulevard | Houston | TX | 77006 | None | PC | Support toward the McNair Center for Free Enterprise and Entrepreneurship. | $78,933 | |
| River Oaks Foundation | ||||||||
| PO Box 22632 | Houston | TX | 77227 | None | PC | Support for the River Oaks Blvd Esplanades Project, encompassing beautification and maintenance of the common and public areas of the River Oaks neighborhood. | $125,000 | |
| 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 | |
| Guideposts Foundation | ||||||||
| 100 Reserve Road Suite E200 | Danbury | CT | 06810 | None | PC | Support toward mission to help people from all walks of life achieve their maximum personal and spiritual potential. | $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. | $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. | $35,000 | |
| Houston Botanic Garden | ||||||||
| 8205 N Bayou Drive | Houston | TX | 77017 | None | PC | 3/3 installment toward Grow Houston's Garden capital campaign in support of the mission to enrich life through discovery, education, and the conservation of plants and the natural environment. | $100,000 | |
| 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 | |
| Home Encouragement Ministries Inc | ||||||||
| 2910 Commercial Center Blvd Suite | Katy | TX | 77494 | None | PC | Support for premarital instruction and marriage enrichment programs for couples, businesses, churches, and organizations in the local community to promote healthier marriages and families. | $5,000 | |
| Houston Grand Opera - HarveyFund | ||||||||
| 510 Preston Street | Houston | TX | 77002 | None | PC | Support toward performance venue's recovery from Hurricane Harvey flooding. | $125,000 | |
| Lone Star Flight Museum | ||||||||
| 11551 Aerospace Avenue | Houston | TX | 77034 | None | PC | Funds for Lone Star Flight Museum's TBM-3E Avenger restoration project. | $50,000 | |
| Goodwill Industries of Houston | ||||||||
| 1140 West Loop North | Houston | TX | 77055 | None | PC | Support toward Goodwill Houston's mission of changing lives through the power of work. | $10,000 | |
| March of Dimes - Greater Houston | ||||||||
| 5420 Dashwood Dr Suite 302 | Houston | TX | 77081 | None | PC | Gift toward 2020 Best Dressed Luncheon raising funds to support the mission of improving the health of babies, preventing birth defects, premature birth and infant mortality. | $25,000 | |
| The Prison Entrepreneurship Program | ||||||||
| PO Box 926274 | Houston | TX | 77292 | None | PC | Support toward mission to unite executives and inmates through entrepreneurial passion and servant leadership to transform lives, restore families and rebuild communities. | $5,000 | |
| The Heritage Society at Sam Houston Park | ||||||||
| 110 Bagby Street | Houston | TX | 77002 | None | PC | Contribution toward #SOS! Save Our Society Campaign for buildings restored as a historical park. The houses and programming reflect the ongoing dedication to preserving the history of our diverse community for the education and enjoyment of present and future populations. | $5,000 | |
| Crohn's & Colitis Foundation | ||||||||
| 5120 Woodway Drive Suite 10003 | Houston | TX | 77056 | None | PC | Support toward mission to cure Crohn's disease and ulcerative colitis and improve the quality of life of children and adults affected by these diseases. | $25,000 | |
| The Astros Golf Foundation | ||||||||
| 501 Crawford St | Houston | TX | 77002 | None | PC | Support toward mission to enrich the lives of Houstonians and empower the community through the game of golf. | $333,333 | |
| Epilepsy Foundation | ||||||||
| 2401 Fountain View Drive Suite 900 | Houston | TX | 77057 | None | PC | Support toward the Epilepsy Foundation Texas' Camping program. Each year the Foundation hosts hundreds of children in their camp, allowing them to build friendships with other kids fighting epilepsy, and experience freedom from disease, cares, and fear. | $25,000 | |
| Memorial Hermann Foundation | ||||||||
| 929 Gessner Suite 2650 | Houston | TX | 77024 | None | PC | Support toward 2020 Circle of Life Gala, "Pumped," benefiting Memorial Hermann Adult and Pediatric Heart and Vascular Services. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,406,040 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Children at Risk | |||||||
| 2900 Weslayan St Ste 400 | Houston | TX | 77027 | NONE | PC | COMMITMENT TOWARD EFFORTS TO EMPOWER SCHOOLS TO IMPROVE THE QUALITY OF EDUCATION FOR LATINO STUDENTS. | $300,000 |
| The Fuller Foundation | |||||||
| 135 North Oakland Avenue | Pasadena | CA | 91182 | NONE | PC | COMMITMENT TOWARD THE DE PREE ENTREPRENEURSHIP, FAITH AND FLOURISHING INITIATIVE, SPECIFICALLY, THE "VOCATIONAL FORMATION FOR A CHANGING WORLD OF WORK," WHICH FOCUSES ON EQUIPPING MARKETPLACE LEADERS WITH HOW TO INTEGRATE THEIR FAITH AND WORK IN A RAPIDLY CHANGING WORLD. | $349,617 |
| UNVERSITY OF ST THOMAS | |||||||
| 3800 Montrose Boulevard | houston | TX | 77006 | none | PC | commitment toward the McNair Center for Free Enterprise and Entrepreneurship. | $721,067 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,370,684 | 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 | $104,534 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,224,895 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,221,177 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LITIGATION PROCEEDS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,550,718 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,550,718 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,060 | Amt |
| Net Investment Income | $1,530 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,030 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (3 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 TO CONDUCT THE FOUNDATION'S COMMUNITY OUTREACH PROGRAM. THE PURPOSE OF THE PROGRAM IS TO BETTER PREPARE YOUTH THROUGH EDUCATIONAL MEANS FOR PRODUCTIVE AND ENRICHED LIVES WITH RESPECT TO WORK, FAMILY, AND SERVICE TO OTHERS. |
| Fayez Sarofim Co |
| FAYEZ SAROFIM & CO. IS AN INVESTMENT MANAGER FOR THE FOUNDATION. |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FAYEZ SAROFIM EQUITIES-SEE ATT | $112,086,668 | $112,086,668 |
| EXXON MOBIL CORPORATION | $0 | $0 |
| PHILIP MORRIS INTL INC | $0 | $0 |
| SNYDER CAPITAL EQUITIES-SEE AT | $45,125,779 | $45,125,779 |
| KINDER MORGAN INC CMN | $0 | $0 |
| WEATHERFORD INTERNATIONAL PLC | $501 | $501 |
| GOLDMAN SACHS & CO MMA | $4,825,066 | $4,825,066 |
| TECHNIPFMC PLC | $0 | $0 |
| PLAINS GP HOLDINGS LP | $0 | $0 |
| ALTRIA GROUP INC | $0 | $0 |
| CAMDEN PROPERTY TRUST STOCK | $15,990,146 | $15,990,146 |
| VANGUARD S&P 500 ETF (VOO) | $42,829,273 | $42,829,273 |
| VANGUARD MID-CAP ETF (VO) | $21,617,804 | $21,617,804 |
| VANGUARD SMALL-CAP ETF (VB) | $13,357,384 | $13,357,384 |
| ISHARES MSCI EAFE ETF (EFA) | $8,083,968 | $8,083,968 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $28,680 | LegalFeesAmt |
| Disbursements Charitable Prps | $27,651 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,750 | EOYBookValueAmt |
| EOYFMV | $2,750 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES & SMALL EQUIPMENT | $150 | $75 | $0 |
| MEMBERSHIPS & SEMINARS | $24 | $24 | |
| POSTAGE AND DELIVERY | $354 | $751 | |
| MISCELLANEOUS | $122 | $122 | |
| IT COSTS | $13,963 | $14,008 | |
| DATA COMMUNICATIONS (CELLULAR) | $1,829 | $1,131 | |
| INSURANCE | $26 | $26 | |
| PAYROLL SERVICES | $2,522 | $2,186 | |
| PENALTIES | $29 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LITIGATION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $112 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $112 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF PRIOR YEAR CONTRIBUTIONS | $7,250 |
| YTD UNREALIZED GAIN FMV EQUITIES | $12,552,459 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CONSULTING FEES | $601,611 | $601,611 | |
| PROGRAM CONSULTING FEES | $124,980 | $124,600 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INC. | $526,768 | ||
| FOREIGN DIVIDEND WITHHOLDING | $50,557 | $50,557 | |
| PAYROLL TAXES | $6,734 | $6,734 |