VIVIAN L SMITH FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- VIVIAN L SMITH FOUNDATION (EIN 76-0101380)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202131329349101733
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T10:53:53-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 BAGBY STREET SUITE 4500 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760101380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIVIAN L SMITH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIVI | BusinessNameControlTxt |
| Phone | 7139868030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 WEST LOOP SOUTH NO 1050 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770273207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANSOM LUMMIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7139868030 | PhoneNum |
| Signature | 2021-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RANSOM | PersonFirstNm |
| Person Last | LUMMIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RINDA CORBIN | PreparerPersonNm |
| PTIN | P00747421 | PTIN |
| Phone | 7139822000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $86,529,389 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,198,697 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,198,697 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,990,748 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $86,477,586 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $67,716 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $67,716 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$3,724,335 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,266,413 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,580 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,580 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,070 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,035 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,035 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $164,045 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $114,045 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $50,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,744 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,744 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,980 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,559 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,421 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $208,419 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $149,963 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,456 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,435,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,435,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,643,419 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $149,963 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,493,456 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,367,754 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,116,450 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,710 | CashBOYAmt |
| Cash EOY | $3,954 | CashEOYAmt |
| Cash EOYFMV | $3,954 | CashEOYFMVAmt |
| Corporate Stock BOY | $81,468,869 | CorporateStockBOYAmt |
| Corporate Stock EOY | $63,193,665 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $75,552,412 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,907,206 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,973,023 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $81,472,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,104,825 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $86,529,389 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $81,472,579 | RetainedEarningBOYAmt |
| Retained Earning EOY | $74,104,825 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $81,472,579 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $74,104,825 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,472,579 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $74,104,825 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $81,472,579 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,367,754 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $74,104,825 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $74,104,825 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $86,477,586 | GrossSalesPriceAmt |
| Cost Or Other Basis | $91,468,334 | CostOrOtherBasisAmt |
| Gain Or Loss | -$4,990,748 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$4,990,748 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,990,748 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,519 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,519 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,519 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,529 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $51,529 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $36,010 | OverpaymentAmt |
| Applied To ES Tax | $36,010 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R E SMITH INTERESTS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7139868030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 WEST LOOP SOUTH 1050 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770273207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| AMY M MECKEL | ||||||||
| 1900 WEST LOOP SOUTH STE 1050 | HOUSTON | TX | 77027 | SECRETARY/TREASURER | 10.00 | $0 | $0 | $0 |
| RANSOM C LUMMIS | ||||||||
| 1900 WEST LOOP SOUTH STE 1050 | HOUSTON | TX | 77027 | PRESIDENT/TRUSTEE | 2.00 | $0 | $0 | $0 |
| CYNTHIA J ADKINS | ||||||||
| 1900 WEST LOOP SOUTH STE 1050 | HOUSTON | TX | 77027 | VP/TRUSTEE | 2.00 | $0 | $0 | $0 |
| KIRBY COHN MCCOOL | ||||||||
| 1900 WEST LOOP SOUTH STE 1050 | HOUSTON | TX | 77027 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JUDY S TATE | ||||||||
| 1900 WEST LOOP SOUTH STE 1050 | HOUSTON | TX | 77027 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| LINDSEY HOLSTEAD | ||||||||
| 1900 WEST LOOP SOUTH STE 1050 | HOUSTON | TX | 77027 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JESSE H JONES II | ||||||||
| 1900 WEST LOOP SOUTH STE 1050 | HOUSTON | TX | 77027 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAYEZ SAROFIM & CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO HOUSTON CENTER SUITE 2907 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $64,045 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $78,106,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $769,174 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $78,875,413 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $78,875,413 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,183,131 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $77,692,282 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,884,614 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,884,614 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,519 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,519 | TotalTaxAmt |
| Distributable Before Adj | $3,869,095 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,869,095 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,869,095 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,493,456 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,493,456 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,493,456 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,869,095 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,434,202 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,493,456 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,434,202 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,254 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,809,841 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMY MECKEL VIVIAN L SMITH FOUNDATIO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 WEST LOOP SOUTH SUITE 1050 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770273207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7139868030 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM REQUIRED. APPLICANTS MUST SPECIFY PURPOSE AND INCLUDE PROOF THAT THEY ARE QUALIFYING SEC 509(A)(1),(2) OR (3) ORGANIZATIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANTS MUST BE SUBMITTED BY FEB 15,MAY 15,AUG 15,AND OCT 25 PRECEDING THE QUARTERLY MEETINGS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS. ALL RECIPIENTS MUST BE QUALIFYING SEC 509(A)(1),(2), OR (3) ORGANIZATIONS. THERE ARE NO RESTRICTIONS TO GEOGRAPHICAL AREAS OR CHARITABLE FIELDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (104 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMAZING PLACE INC | ||||||||
| 3735 DREXEL DR | HOUSTON | TX | 77027 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| ARMS WIDE ADOPTION SERVICES | ||||||||
| 6925 PORTWEST DRIVE SUITE 110 | HOUSTON | TX | 77024 | N/A | PC | HOUSTON POST ADOPTION PROGRAM | $5,000 | |
| BAKER RIPLEY | ||||||||
| PO BOX 271389 | HOUSTON | TX | 77277 | N/A | PC | SUPPORT BAKER RIPLEY HOLISTIC PROGRAMS IN HOUSTON | $50,000 | |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA BCM160 | HOUSTON | TX | 77030 | N/A | PC | SCHOLARSHIPS FOR FIVE STUDENTS FOR FISCAL YEAR 2022 | $50,000 | |
| BIG BROTHERS BIG SISTERS LONE STAR | ||||||||
| 1003 WASHINGTON AVE | HOUSTON | TX | 77002 | N/A | PC | SUPPORT ONE-TO-ONE MENTORING PROGRAM | $25,000 | |
| BO'S PLACE | ||||||||
| 10050 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| BOYS AND GIRLS COUNTRY | ||||||||
| 18806 ROBERTS ROAD | HOCKLEY | TX | 77447 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| BREAKTHROUGH HOUSTON | ||||||||
| 2401 CLAREMONT LANE | HOUSTON | TX | 77019 | N/A | PC | OPERATING AND PROGRAM EXPENSES | $25,000 | |
| CAMP ALLEN | ||||||||
| 18800 FM 362 | NAVASOTA | TX | 77868 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| CAMP FOR ALL | ||||||||
| 3701 KIRBY DRIVE SUITE 570 | HOUSTON | TX | 77098 | N/A | PC | COVID-19 EMERGENCY FUND | $25,000 | |
| CANCARE INC | ||||||||
| 9575 KATY FREEWAY SUITE 428 | HOUSTON | TX | 77024 | N/A | PC | SUPPORT ONE-ON-ONE EMOTIONAL SUPPORT PROGRAM AND MEDICAL FACILITY VISITATION PROGRAM | $20,000 | |
| CASA DE ESPERANZA DE LOS NINOS | ||||||||
| PO BOX 301209 | HOUSTON | TX | 77230 | N/A | PC | SUPPORT RESIDENTIAL PROGRAM | $10,000 | |
| CATHOLIC CHARITIES | ||||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | N/A | PC | SUPPORT COVID-19 RELIEF RESPONSE | $33,000 | |
| CENTER FOR THE ARTS CRESTED BUTTE | ||||||||
| PO BOX 1819 | CRESTED BUTTE | CO | 81224 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| CHILD ADVOCATES INC | ||||||||
| 3701 KIRBY DRIVE SUITE 400 | HOUSTON | TX | 77098 | N/A | PC | 2020 COURT SERVICES PROGRAM | $20,000 | |
| CHINQUAPIN PREPARATORY SCHOOL | ||||||||
| 2615 E WALLISVILLE RD | HIGHLANDS | TX | 77562 | N/A | PC | SUPPORT THE 2019-2020 SCHOOL YEAR'S ANNUAL PROGRAMS, SCHOLARSHIPS, SERVICES | $10,000 | |
| CHRISTIAN COMMUNITY SERVICE CENTER | ||||||||
| PO BOX 27924 | HOUSTON | TX | 77227 | N/A | PC | "A TIME TO BUILD" CAMPAIGN | $50,000 | |
| COMMUNITIES IN SCHOOLS HOUSTON | ||||||||
| 1235 NORTH LOOP WEST SUITE 300 | HOUSTON | TX | 77008 | N/A | PC | SUPPORT THE DROPOUT PREVENTION PROGRAM AT 4 ELEMENTARY SCHOOLS | $100,000 | |
| CONNECT COMMUNITY | ||||||||
| 6700 BELLAIRE BOULEVARD | HOUSTON | TX | 77074 | N/A | PC | SUPPORT THE GULFTON COMPREHENSIVE SUMMER LEARNING INITIATIVE | $25,000 | |
| COVENANT HOUSE TEXAS | ||||||||
| 1111 LOVETT BLVD | HOUSTON | TX | 77006 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| CRISTO REY JESUIT | ||||||||
| 6700 MT CARMEL ST | HOUSTON | TX | 77087 | N/A | PC | SUPPORT STUDENT SCHOLARSHIPS FOR THE YEAR 2020-2021 | $20,000 | |
| DE PELCHIN CHILDREN'S CENTER | ||||||||
| 4950 MEMORIAL DR | HOUSTON | TX | 77007 | N/A | PC | SUPPORT CHILD WELFARE SERVICES/MENTAL HEALTH SERVICES/ADOPTION/POST ADOPTION & FOSTER FAMILY RECRUITING | $25,000 | |
| DRESS FOR SUCCESS HOUSTON | ||||||||
| 3310 EASTSIDE STREET | HOUSTON | TX | 77098 | N/A | PC | SUPPORT PROFESSIONAL WOMEN'S GROUP | $25,000 | |
| ECHOS EPIPHANY COMMUNITY HEALTH OUTREACH SERVICES | ||||||||
| 9600 S GESSNER RD BLDG E | HOUSTON | TX | 77071 | N/A | PC | COVID-19 RELIEF | $20,000 | |
| EMERGE FELLOWSHIP | ||||||||
| 11251 NORTHWEST FREEWAY 330 | HOUSTON | TX | 77092 | N/A | PC | SUPPORT INNOVATIVE HIGH SCHOOL FELLOWSHIP & COLLEGE SUCCESS PROGRAMS | $25,000 | |
| EPISCOPAL HIGH SCHOOL | ||||||||
| 4650 BISSONET ST | BELLAIRE | TX | 77401 | N/A | PC | SUPPORT CONSTRUCTION OF VISUAL & PERFORMING ARTS COMPLEX; PA SYSTEM FOR SIMMONS TRACK COMPLEX | $118,000 | |
| FORGE FOR FAMILIES | ||||||||
| 3435 DIXIE DRIVE | HOUSTON | TX | 77021 | N/A | PC | SUPPORT TO BUY ADDITIONAL PROERPTY FOR EXPANSION | $10,000 | |
| GATEWAY ACADEMY | ||||||||
| 3721 DACOMA STREET | HOUSTON | TX | 77092 | N/A | PC | SOCIAL | EMOTIONAL PROGRAM | $25,000 | |
| GENESYS WORKS | ||||||||
| 601 JEFFERSON ST SUITE 3950 | HOUSTON | TX | 77002 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| GIRL SCOUTS OF SAN JACINTO | ||||||||
| 3110 SOUTHWEST FREEWAY | HOUSTON | TX | 77098 | N/A | PC | SUPPORT GIRL SCOUT COMMUNITY OUTREACH INITIATIVES | $25,000 | |
| GLENWOOD CEMETERY HISTORIC PRESERVATION FND | ||||||||
| 2525 WASHINGTON AVENUE | HOUSTON | TX | 77007 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| GOOD SAMARITAN FOUNDATION | ||||||||
| 3262 WESTHEIMER ROAD SUITE 764 | HOUSTON | TX | 77098 | N/A | PC | SCHOLARSHIP PROGRAMS | $50,000 | |
| HALO HOUSE FOUNDATION | ||||||||
| 2940 CORDER ST | HOUSTON | TX | 77054 | N/A | PC | SUPPORT OPERATIONS OF THE NEW 33-UNIT FACILITY | $15,000 | |
| HARRIS COUNTY HOSPITAL DISTRICT FOUNDATION | ||||||||
| 2525 HOLLY HALL SUITE 292 | HOUSTON | TX | 77002 | N/A | PC | SUPPORT CAPITAL CAMPAIGN TO RENOVATE | $60,000 | |
| HEALTHCARE FOR THE HOMELESS-HOUSTON | ||||||||
| 1934 CAROLINE STREET | HOUSTON | TX | 77002 | N/A | PC | SUPPORT SPECIALIZED HEALTH/STABILIZATION SERVICES FOR THOSE EXPERIENCING HOMELESSNESS | $15,000 | |
| HERMANN PARK CONSERVANCY | ||||||||
| 1700 HERMANN DRIVE | HOUSTON | TX | 77004 | N/A | PC | SUPPORT PROJECT NAMED THE COMMONS AT HERMANN PARK | $75,000 | |
| HOPE & HEALING CENTER & INSTITUTE | ||||||||
| 717 SAGE ROAD | HOUSTON | TX | 77056 | N/A | PC | SUPPORT FAITH-BASED MENTAL HEALTH PROGRAMS | $15,000 | |
| HOPE RISING | ||||||||
| 504 EAST SIXTH STREET | BRENHAM | TX | 77833 | N/A | PC | SUPPORT FACILITY EXPANSION OF SECOND EMERGENCY ASSESSMENT CENTER IN NEW CANEY | $60,000 | |
| HOUSTON ACHIEVEMENT PLACE | ||||||||
| 245 W 17TH STREET | HOUSTON | TX | 77008 | N/A | PC | SUPPORT PROJECT CLASS' ANIMATED CHILDREN'S BOOKS SOCIAL SKILLS DIGITAL INITIATIVE | $15,000 | |
| HOUSTON ARBORETUM AND NATURE CENTER | ||||||||
| 4501 WOODWAY DRIVE | HOUSTON | TX | 77024 | N/A | PC | ADOPT-A-SCHOOL SCIENCE EDUCATION PROGRAM | $10,000 | |
| HOUSTON AREA WOMENS CENTER | ||||||||
| 1010 WAUGH DR | HOUSTON | TX | 77019 | N/A | PC | SUPPORT URGENT NEED OF SURVIVORS ESCAPING VIOLENCE DURING COVID-19 PANDEMIC | $70,000 | |
| HOUSTON FOOD BANK | ||||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | N/A | PC | BACKPACK BUDDY PROGRAM; GENERAL SUPPORT | $80,000 | |
| HOUSTON HOSPICE | ||||||||
| 1905 HOLCOMBE BLVD | HOUSTON | TX | 77030 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| HOUSTON MUSEUM OF NATURAL SCIENCE | ||||||||
| 5555 HERMANN PARK DRIVE | HOUSTON | TX | 77030 | N/A | PC | SUPPORT 2020 YOUTH SCIENCE EDUCATION PROGRAM | $25,000 | |
| HOUSTON PARKS BOARD | ||||||||
| 300 N POST OAK LN | HOUSTON | TX | 77024 | N/A | PC | SUPPORT THE CREATION/IMPROVEMENT OF PARKS, TRAILS, & GREEN SPACE | $35,000 | |
| HOUSTON POLICE FOUNDATION | ||||||||
| PO BOX 346 | HOUTON | TX | 77001 | N/A | PC | SUPPORT K9 & MOUNTED PATROL PROGRAMS | $7,500 | |
| HOUSTON SYMPHONY | ||||||||
| 615 LOUISIANA SUITE 102 | HOUSTON | TX | 77002 | N/A | PC | SUPPORT BBVA COMPASS FAMILY CONCERT SERIES IN THE 2019-2020 SEASON | $15,000 | |
| HOUSTON REVISION | ||||||||
| 6856 BELLAIRE BLVD | HOUSTON | TX | 77074 | N/A | PC | SUPPORT COVID-19 RELIEF RESPONSE IN THE COMMUNITY | $10,000 | |
| JULIE ROGERS GIFT OF LIFE PROGRAM | ||||||||
| PMB 16 148 SOUTH DOWLEN RD | BEAUMONT | TX | 77706 | N/A | PC | FUND ANNUAL BREAST EXAMS/MAMMOGRAMS FOR THE UNDERSERVED WOMEN IN 7 COUNTIES IN SW TEXAS | $15,000 | |
| KIDS MEALS INC | ||||||||
| 330 GARDEN OAKS BLVD | HOUSTON | TX | 77018 | N/A | PC | SUPPORT THE HEALTHY MEAL DELIVERY PROGRAM FOR IMPOVERISHED PRESCHOOL-AGED CHILDREN | $25,000 | |
| KINKAID SCHOOL | ||||||||
| 201 KINKAID SCHOOL DR | HOUSTON | TX | 77024 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| KIPP TEXAS - HOUSTON | ||||||||
| 10711 KIPP WAY | HOUSTON | TX | 77099 | N/A | PC | SUPPORT RELIEF FOR FAMILIES AND ALUMNI IN CRISIS | $25,000 | |
| LORD OF THE STREETS EPISCOPAL CHURCH | ||||||||
| 3401 FANNIN ST | HOUSTON | TX | 77004 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| MCGOVERN MUSEUM OF HEALTH | ||||||||
| 1515 HERMANN DRIVE | HOUSTON | TX | 77004 | N/A | PC | SUPPORT HEALTH EDUCATION PROGRAM | $15,000 | |
| MEMORIAL HERMANN FOUNDATION | ||||||||
| 929 GESSNER SUITE 2650 | HOUSTON | TX | 77024 | N/A | PC | SUPPORT HOUSTON'S MOBILE STROKE UNIT | $50,000 | |
| MENNINGER CLINIC | ||||||||
| 12301 MAIN STREET | HOUSTON | TX | 77035 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| METHODIST HOSPITAL FOUNDATION | ||||||||
| 1707 SUNSET BLVD | HOUSTON | TX | 77005 | N/A | PC | DIABETES RESEARCH PROJECT | $100,000 | |
| MONARCH SCHOOL & INSTITUTE | ||||||||
| 2815 ROSEFIELD DRIVE | HOUSTON | TX | 77080 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| MUSEUM OF FINE ARTS HOUSTON | ||||||||
| PO BOX 6826 | HOUSTON | TX | 77265 | N/A | PC | 3 CENTURIES OF AMERICAN ART: MASTERPIECES FROM FAYEZ SAROFIM COLLECTION | $35,000 | |
| NEW HOPE HOUSING INC | ||||||||
| 3315 HARRISBURG BLVD SUITE 400 | HOUSTON | TX | 77003 | N/A | PC | SUPPORT THE NHH AVENUE J CAPITAL CAMPAIGN | $25,000 | |
| NEXTOP VETERANS | ||||||||
| P O BOX 266 | HOUSTON | TX | 77001 | N/A | PC | SUPPORT TEXAS VETERAN EMPLOYMENT PROGRAM 2020 | $10,000 | |
| NICK FINNEGAN COUNSELING CENTER | ||||||||
| 2714 JOANEL ST | HOUSTON | TX | 77027 | N/A | PC | SUPPORT OFFSETTING THE COST OF COUNSELING IN FISCAL YEAR 2020 | $25,000 | |
| PALMER DRUG ABUSE PROGRAM | ||||||||
| 840 GESSNER SUITE 1300 | HOUSTON | TX | 77024 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| PROJECT GRAD HOUSTON | ||||||||
| 3100 MAIN STREET SUITE 701A | HOUSTON | TX | 77002 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| REMIND | ||||||||
| PO BOX 27607 | HOUSTON | TX | 77227 | N/A | PC | SUPPORT ONLINE GROUPS FOR ADOLESCENTS CONCERNING DEPRESSION OR BIPOLAR DISORDERS | $10,000 | |
| RISE SCHOOL OF HOUSTON | ||||||||
| 5618 H MARK CROSSWELL JR ST | HOUSTON | TX | 77021 | N/A | PC | SUPPORT SCHOLARSHIP AWARDS DURING THE 2020-2021 SCHOOL YEAR | $25,000 | |
| RONALD MCDONALD HOUSE HOUSTON | ||||||||
| 1907 HOLCOMBE BOULEVARD | HOUSTON | TX | 77030 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| SHRINERS HOSPITALS FOR CHILDREN-HOUSTON | ||||||||
| 6977 MAIN STREET | HOUSTON | TX | 77030 | N/A | PC | SUPPORT THE VIRGINIA & ROBERT MAGNUSSON INPATIENT REHABILITATION UNIT | $25,000 | |
| SIRE THERAPEUTIC HORSEMANSHIP | ||||||||
| 11211 KATY FWY STE 660 | HOUSTON | TX | 77079 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| SMALL STEPS NURTURING CENTER | ||||||||
| 2902 JENSEN DRIVE | HOUSTON | TX | 77026 | N/A | PC | PROVIDE SUPPORT FOR 140 ECONOMICALLY AT-RISK STUDENTS SCHOOL YEAR | $20,000 | |
| SPAY NEUTER ASSISTANCE PROGRAM | ||||||||
| 1801 DURHAM DRIVE SUITE 1 | HOUSTON | TX | 77007 | N/A | PC | SUPPORT THE EMPOWERING PEOPLE & PETS PROGRAM | $15,000 | |
| SPECIAL OLYMPICS TEXAS | ||||||||
| 5800 MESA DRIVE | HOUSTON | TX | 77028 | N/A | PC | SUPPORT HOUSTON AREA PROGRAMS | $20,000 | |
| SPRING SPIRIT BASEBALL | ||||||||
| 8526 PITNER ROAD | HOUSTON | TX | 77080 | N/A | PC | SUPPORT EXPANSION OF COMMUNITY ENGAGEMENT INITIATIVE | $25,000 | |
| ST JOHN'S SCHOOL | ||||||||
| 2401 CLAREMONT LANE | HOUSTON | TX | 77019 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| ST MARTIN'S EPISCOPAL CHURCH | ||||||||
| 717 SAGE RD | HOUSTON | TX | 77056 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| STAGES REPERTORY THEATRE | ||||||||
| 800 ROSINE STREET | HOUSTON | TX | 77019 | N/A | PC | SUPPORT GROWTH THROUGH INCREASED INVESTMENT IN INITIATIVES & HIRING FIRST EDUCATION DIRECTOR | $50,000 | |
| STAR OF HOPE | ||||||||
| 4848 LOOP CENTRAL DRIVE SUITE 500 | HOUSTON | TX | 77081 | N/A | PC | GENERAL SUPPORT; SUPPORT MOST CRITICAL NEED AREA | $22,500 | |
| STREET GRACE | ||||||||
| 5995 FINANCIAL DRIVE SUITE 180 | NORCROSS | GA | 30071 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| TEACH FOR AMERICA | ||||||||
| 2 GREENWAY PLAZA SUITE 500 | HOUSTON | TX | 77046 | N/A | PC | GENERAL SUPPORT | $55,000 | |
| TEACH-TO EDUCATE ALL CHILDREN | ||||||||
| 2900 WESLAYAN SUITE 375 | HOUSTON | TX | 77027 | N/A | PC | SUPPORT TEACH'S PROGRAM AT ONE OF HOUSTON ISD SCHOOL | $35,000 | |
| TEXAS EXES ALUMNI ASSOCIATION | ||||||||
| PO BOX 7278 | AUSTIN | TX | 78713 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| TEXAS CHILDRENS HOSPITAL | ||||||||
| PO BOX 300630 | HOUSTON | TX | 77230 | N/A | PC | SUPPORT NEUROLOGY DEPT FOR INFANTILE SPASMS IN HONOR OF EVELYN LANDRY | $3,000 | |
| THE BEACON OF DOWNTOWN HOUSTON | ||||||||
| 1117 TEXAS AVE | HOUSTON | TX | 77002 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| THE COUNCIL ON RECOVERY | ||||||||
| PO BOX 2768 | HOUSTON | TX | 77252 | N/A | PC | SUPPORT SERVICES AT THE CENTER FOR RECOVERING FAMILIES | $50,000 | |
| THE JOY SCHOOL | ||||||||
| ONE CHELSEA BLVD | HOUSTON | TX | 77006 | N/A | PC | SUPPORT THE DREAM BIG CAPITAL CAMPAIGN | $100,000 | |
| THE MENIL FOUNDATION INC | ||||||||
| 1515 BRANARD ST | HOUSTON | TX | 77006 | N/A | PC | GENERAL SUPPORT; SUPPORT THE MENIL COLLECTION | $30,000 | |
| THE POSSE FOUNDATION INC | ||||||||
| 1001 MCKINNEY STREET SUITE 950 | HOUSTON | TX | 77002 | N/A | PC | SUPPORT ITS HIGH SCHOOL THROUGH COLLEGE GRADUATION PROGRAM | $25,000 | |
| THE ROSE FOUNDATION | ||||||||
| 12700 N FEATHERWOOD DRIVE SUITE 260 | HOUSTON | TX | 77034 | N/A | PC | SUPPORT EMPOWER HER SPONSORSHIP PROGRAM | $50,000 | |
| THE SALVATION ARMY | ||||||||
| 1500 AUSTIN STREET | HOUSTON | TX | 77002 | N/A | PC | SUPPORT COVID-19 RELIEF RESPONSE | $100,000 | |
| THE WILL ERWIN HEADACHE RESEARCH FDN | ||||||||
| 609 MIN STREET SUITE 2350 | HOUSTON | TX | 77024 | N/A | PC | SUPPORT HEADACHE RESEARCH | $10,000 | |
| THEATRE UNDER THE STARS TUTS | ||||||||
| 800 BAGBY STREET SUITE 200 | HOUSTON | TX | 77002 | N/A | PC | SUPPORT THE RIVER | $10,000 | |
| TIRR FOUNDATION | ||||||||
| 4605 POST OAK PLACE SUITE 222 | HOUSTON | TX | 77027 | N/A | PC | SUPPORT MISSION CONNECT RESEARCH & NEW PROGRAMS LAUNCHING IN 2020-2021 | $100,000 | |
| UNDIES FOR EVERYONE | ||||||||
| 4019 SOUTH BRAESWOOD | HOUSTON | TX | 77025 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| UNIVERSITY OF HOUSTON CLEAR LAKE | ||||||||
| 2700 BAY AREA BLVD BOX 318 | HOUSTON | TX | 77058 | N/A | PC | SUPPORT NURSING PROGRAM SCHOLARSHIPS | $25,000 | |
| UNIVERSITY OF HOUSTON SUGAR LAND | ||||||||
| 5000 GULF FREEWAY BUILDING 1 ROOM | HOUSTON | TX | 77024 | N/A | PC | SUPPORT SCHOLARSHIPS TO STUDENTS SEEKING THEIR BACHELOR OF SCIENCE IN NURSING DEGREE | $25,000 | 240 |
| UNIVERSITY OF HOUSTON VICTORIA | ||||||||
| 3007 NORTH BEN WILSON STREET | VICTORIA | TX | 77901 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| UNIVERSITY OF ST THOMAS | ||||||||
| 3800 MONTROSE BLVD | HOUSTON | TX | 77006 | N/A | PC | SUPPORT CRITICAL NEED FOR NURSING SCHOLARSHIPS | $50,000 | |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | N/A | PC | PLAN II HONORS PROGRAM; SCHOOL OF SOCIAL WORK; SCHOOL OF UNDERGRADUATE STUDIES; BLANTON MUSEUM OF ART | $27,500 | |
| UT HEALTH | ||||||||
| OFFICE OF DEVELOPMENT PO BOX 1321 | HOUSTON | TX | 77251 | N/A | PC | MCGOVERN MEDICAL SCHOOL | $15,000 | |
| UT MD ANDERSON CANCER CENTER | ||||||||
| UNIT 705 PO BOX 301439 | HOUSTON | TX | 77230 | N/A | PC | SUPPORT SINGLE CELL SEQUENCING RESEARCH BY NICHOLAS NAVIN, PH.D. AT UT MD ANDERSON CANCER CENTER | $100,000 | |
| VITA LIVING INC | ||||||||
| 3300 S GESSNER ROAD SUITE 150 | HOUSTON | TX | 77063 | N/A | PC | SUPPORT AGING RESIDENTS THROUGH DAY PROGRAMS | RESIDENTIAL SERVICES PROGRAM | $20,000 | |
| WRITERS IN THE SCHOOLS | ||||||||
| 1523 W MAIN STREET | HOUSTON | TX | 77006 | N/A | PC | SUPPORT CREATIVE WRITING PROGRAM | $10,000 | |
| YES PREP PUBLIC SCHOOLS INC | ||||||||
| 5515 SOUTH LOOP EAST SUITE B | HOUSTON | TX | 77033 | N/A | PC | LEADING HOUSTON FORWARD CAPITAL CAMPAIGN | $100,000 | |
| YMCA OF GREATER HOUSTON | ||||||||
| 2600 NORTH LOOP WEST SUITE 300 | HOUSTON | TX | 77092 | N/A | PC | SUPPORT THE 2020 RESPOND & REINVENT CAMPAIGN | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,435,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,198,697 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,716 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,990,748 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$3,724,335 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$3,724,335 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX COMPLIANCE SERVICES | CategoryTxt |
| Amt | $14,070 | Amt |
| Net Investment Income | $7,035 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,035 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990PF, PART VII-B, LINE 1A (2)(3)(4) AND LINE 1B | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION'S BOOKKEEPING, CASH AND PROPERTY MANAGEMENT FUNCTIONS ARE PERFORMED BY R.E. SMITH INTERESTS INC., A MANAGEMENT COMPANY OWNED BY THE R.E. SMITH TESTAMENTARY TRUST PARTNERSHIP, A DISQUALIFIED PERSON. IN THIS CAPACITY, THE MANAGEMENT COMPANY PAYS EXPENSES ON THE FOUNDATION'S BEHALF WHICH ARE LATER REIMBURSED FROM THE FOUNDATION'S FUNDS. IN EXCHANGE FOR THESE SERVICES, THE FOUNDATION REMITTED TO R.E. SMITH INTERESTS, INC. A MANAGEMENT FEE IN THE AMOUNT OF $100,000 WHICH REPRESENTS REASONABLE PAYMENT FOR SUCH SERVICES.THE FOUNDATION HAS ANSWERED "YES" TO QUESTIONS 1A (2), (3) AND (4) SINCE IT PAYS FOR SERVICES PROVIDED EITHER DIRECTLY OR INDIRECTLY BY A DISQUALIFIED PERSON AS DESCRIBED ABOVE. HOWEVER, THE PAYMENT FOR THESE SERVICES IS AN EXCEPTED ACT UNDER SEC. 4941(D)(2)(E) SINCE THE PAYMENTS ARE FOR "PERSONAL SERVICES" WHICH ARE NECESSARY TO CARRY OUT THE EXEMPT PURPOSES OF THE FOUNDATION AND ARE "REASONABLE" IN AMOUNT AS THOSE TERMS ARE USED IN THE REGULATIONS AND OTHER AUTHORITATIVE PRONOUNCEMENTS. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FAYEZ SECURITIES - BONDS | BondNm |
| EOY Book Value | $10,907,206 | EOYBookValueAmt |
| EOYFMV | $10,973,023 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT - INVESTORS TREASURY | $504,087 | $504,087 |
| CHARLES SCHWAB BANK FUND | $1,082,936 | $1,082,936 |
| FAYEZ SECURITIES | $61,606,642 | $73,965,389 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,580 | LegalFeesAmt |
| Net Investment Income | $7,580 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $765 | $0 | $765 |
| DELIVERY SERVICE AND OTHER EXPENSES | $656 | $0 | $656 |
| OTHER INVESTMENT EXPENSES | $10,559 | $10,559 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $67,716 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $67,716 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $67,716 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $100,000 | $50,000 | $50,000 |
| INVESTMENT MANAGEMENT FEES | $64,045 | $64,045 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $10,744 | Amt |
| Net Investment Income | $10,744 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |