VIVIAN L SMITH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- VIVIAN L SMITH FOUNDATION (EIN 76-0101380)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-01
- IRS object ID
- 202041839349100819
- Schema version
- 2019v5.1
- 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 Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-01T13:00:28-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RINDA CORBIN | PreparerPersonNm |
| PTIN | P00747421 | PTIN |
| Phone | 7139822000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $83,508,281 | 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 | $1,280,838 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,280,838 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,617,419 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $77,904,447 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,617,419 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,688 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,688 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,907,945 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,907,945 | 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 | $15,033 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,033 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,398 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,699 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,699 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $320,998 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $270,998 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $50,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,227 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,227 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,786 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,763 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,023 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $416,442 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $343,687 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $72,755 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,935,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,935,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,351,442 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $343,687 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,007,755 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,556,503 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,564,258 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,345 | CashBOYAmt |
| Cash EOY | $3,710 | CashEOYAmt |
| Cash EOYFMV | $3,710 | CashEOYFMVAmt |
| Corporate Stock BOY | $60,564,646 | CorporateStockBOYAmt |
| Corporate Stock EOY | $81,468,869 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $83,504,571 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,979,836 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,419,244 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $77,968,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,472,579 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $83,508,281 | 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 | $77,968,071 | RetainedEarningBOYAmt |
| Retained Earning EOY | $81,472,579 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $77,968,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,472,579 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $77,968,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $81,472,579 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $77,968,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,556,503 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $81,524,574 | SubtotalAmt |
| Other Decreases | $51,995 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $81,472,579 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $75,018,800 | $71,287,028 | $3,731,772 | $3,731,772 | |
| PASSTHROUGH K-1 CAPITAL GAIN | P | $794,029 | $794,029 | $794,029 | 2019-12-31 | |
| OTHER CAPITAL GAINS/LOSSES | P | $2,091,618 | $2,091,618 | $2,091,618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,617,419 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,130,727 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $81,187,517 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050879 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,902,433 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $84,097,061 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046404 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,117,933 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $79,820,516 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051590 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,212,011 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $83,924,475 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050188 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,182,672 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $88,160,761 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047444 | DistributionYr5Rt |
| Total Distribution | 0.246505 | TotalDistributionRt |
| Average Distribution | 0.049301 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $72,337,411 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,566,307 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $75,643 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,641,950 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,007,755 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $75,643 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $75,643 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $75,643 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $127,172 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $127,172 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $51,529 | OverpaymentAmt |
| Applied To ES Tax | $51,529 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TIAA FINANCIAL SERVICES | |||||
| 6400 FANNIN STREET SUITE 2450 | HOUSTON | TX | 77030 | INVESTMENT MANAGEMENT | $121,418 |
| SILCHESTER INTERNATIONAL INVESTORS | |||||
| 780 THIRD AVE 42ND FLOOR | NEW YORK | NY | 10017 | INVESTMENT MANAGEMENT | $56,743 |
| 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 | $72,839,774 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $599,222 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $73,438,996 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $73,438,996 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,101,585 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $72,337,411 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,616,871 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,616,871 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $75,643 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $75,643 | TotalTaxAmt |
| Distributable Before Adj | $3,541,228 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,541,228 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,541,228 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,007,755 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,007,755 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $75,643 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,932,112 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,541,228 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,900,729 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,007,755 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,900,729 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $107,026 | 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 | $3,434,202 | 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 (116 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGAPE DEVELOPMENT | |||||||
| 6401 CALHOUN ROAD | HOUSTON | TX | 77021 | N/A | PC | REMODELING/CONVERSION OF TC FOOD STORE & BUILD 75 SINGLE-FAMILY HOMES FOR LOW INCOME FAMILIES TO PURCHASE | $50,000 |
| ALLEY THEATRE | |||||||
| 615 TEXAS AVE | HOUSTON | TX | 77002 | N/A | PC | EXPANSION OF THE EDUCATION & COMMUNITY ENGAGEMENT PROGRAMS | $10,000 |
| 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 | COMMUNITY BASED INITIATIVES | $50,000 |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| ONE BAYLOR PLAZA BCM160 | HOUSTON | TX | 77030 | N/A | PC | SCHOLARSHIPS | $50,000 |
| THE BEACON OF DOWNTOWN HOUSTON | |||||||
| 1117 TEXAS AVE | HOUSTON | TX | 77002 | N/A | PC | GENERAL SUPPORT | $37,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 1003 WASHINGTON AVE | HOUSTON | TX | 77002 | N/A | PC | MENTORING PROGRAMS FOR AT-RISK CHILDREN | $25,000 |
| THE BLUE BIRD CIRCLE | |||||||
| 615 W ALABAMA STREET | HOUSTON | TX | 77006 | N/A | PC | RENOVATION OF THE BUILDING WHICH HOUSES THE BLUE BIRD CIRCLE RESALE SHOP | $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 | PROVIDE COUNSELING AND EDUCATIONAL SUPPORT | $10,000 |
| BREAKTHROUGH HOUSTON | |||||||
| 2401 CLAREMONT LANE | HOUSTON | TX | 77019 | N/A | PC | GENERAL SUPPORT | $25,000 |
| CAMP ALLEN | |||||||
| 18800 FM 362 | NAVASOTA | TX | 77868 | N/A | PC | SUPPORT CENTENNIAL FUND FOR SUSTAINABILITY CAMPAIGN | $15,000 |
| CAMP FOR ALL | |||||||
| 3701 KIRBY DRIVE SUITE 570 | HOUSTON | TX | 77098 | N/A | PC | GRANT FOR KIDS TO ATTEND CAMP | $50,000 |
| 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 | $15,000 |
| CASA DE ESPERANZA DE LOS NINOS | |||||||
| PO BOX 66581 | HOUSTON | TX | 77266 | N/A | PC | SUPPORT RESIDENTIAL PROGRAM | $10,000 |
| CHILD ADVOCATES INC | |||||||
| 3701 KIRBY DRIVE SUITE 400 | HOUSTON | TX | 77098 | N/A | PC | 2019 COURT SERVICES PROGRAM | $10,000 |
| CHILDREN'S MUSEUM OF HOUSTON | |||||||
| 1500 BINZ ST | HOUSTON | TX | 77004 | N/A | PC | GENERAL SUPPORT | $25,000 |
| CHINQUAPIN SCHOOL | |||||||
| 2615 E WALLISVILLE RD | HIGHLANDS | TX | 77562 | N/A | PC | GENERAL SUPPORT | $10,000 |
| CHRIST CHURCH CATHEDRAL | |||||||
| 1117 TEXAS ST | HOUSTON | TX | 77002 | N/A | PC | GENERAL SUPPORT | $5,000 |
| COMMUNITIES IN SCHOOLS HOUSTON | |||||||
| 1235 NORTH LOOP WEST SUITE 300 | HOUSTON | TX | 77008 | N/A | PC | CIS ON-CAMPUS DROPOUT PREVENTION CASE PROGRAM | $110,000 |
| CONTEMPORARY ARTS MUSEUM HOUSTON | |||||||
| 5216 MONTROSE BLVD | HOUSTON | TX | 77006 | N/A | PC | SUPPORT MUSEUM'S EDUCATIONAL & OUTREACH PROGRAMS | $5,000 |
| THE COUNCIL ON RECOVERY | |||||||
| PO BOX 2768 | HOUSTON | TX | 77252 | N/A | PC | GENERAL SUPPORT | $50,000 |
| COVENANT HOUSE TEXAS | |||||||
| 1111 LOVETT BLVD | HOUSTON | TX | 77006 | N/A | PC | GENERAL SUPPORT | $15,000 |
| CRIME STOPPERS OF HOUSTON | |||||||
| PO BOX 541654 | HOUSTON | TX | 77254 | N/A | PC | SOLVE & PREVENT CRIMES IN GREATER HOUSTON | $25,000 |
| CRISTO REY JESUIT | |||||||
| 6700 MT CARMEL ST | HOUSTON | TX | 77087 | N/A | PC | SCHOLARSHIPS | $20,000 |
| DE PELCHIN CHILDREN'S CENTER | |||||||
| 4950 MEMORIAL DR | HOUSTON | TX | 77007 | N/A | PC | SUPPORT INTEGRATED MENTAL HEALTH SERVICES PROGRAM | $20,000 |
| DRESS FOR SUCCESS HOUSTON | |||||||
| 3310 EASTSIDE STREET | HOUSTON | TX | 77098 | N/A | PC | FUND EXPENSES RELATED TO THE PROFESSIONAL WOMEN'S GROUP | $25,000 |
| ECHOS EPIPHANY COMMUNITY | |||||||
| 9600 S GESSNER RD BLDG E | HOUSTON | TX | 77071 | N/A | PC | GENERAL SUPPORT | $20,000 |
| EMERGE FELLOWSHIP | |||||||
| 2450 LOUISIANA SUITE 400 430 | HOUSTON | TX | 77006 | N/A | PC | SUPPORT GROWTH/EXPANSION OF INNOVATIVE HIGH SCHOOL FELLOWSHIP/COLLEGE PROGRAMS | $25,000 |
| EPISCOPAL HIGH SCHOOL | |||||||
| 4650 BISSONET ST | BELLAIRE | TX | 77401 | N/A | PC | PA SYSTEM FOR SIMMONS TRACK|FIELD COMPLEX AND GENERAL SUPPORT | $25,500 |
| GALVESTON BAY FOUNDATION | |||||||
| 1100 HERCULES AVE SUITE 200 | HOUSTON | TX | 77058 | N/A | PC | YOUTH EDUCATION PROGRAMS | $25,000 |
| 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 |
| HALO HOUSE FOUNDATION | |||||||
| 2940 CORDER ST | HOUSTON | TX | 77054 | N/A | PC | GENERAL SUPPORT | $15,000 |
| HOPE & HEALING CENTER & INSTITUTE | |||||||
| 717 SAGE ROAD | HOUSTON | TX | 77056 | N/A | PC | SUPPORT FAITH-BASED MENTAL HEALTH PROGRAMS | $15,000 |
| HOUSTON ACHIEVEMENT PLACE | |||||||
| 245 W 17TH STREET | HOUSTON | TX | 77008 | N/A | PC | SUPPORT PROJECT CLASS | $10,000 |
| 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 | EMERGENCY RESIDENTIAL SHELTER FOR ADULTS | CHILDREN | $30,000 |
| HOUSTON BALLET FOUNDATION | |||||||
| 601 PRESTON STREET | HOUSTON | TX | 77002 | N/A | PC | EDUCATION & COMMUNITY ENGAGEMENT PROGRAMS | $10,000 |
| HOUSTON BOTANIC GARDEN | |||||||
| 8205 N BAYOU DRIVE | HOUSTON | TX | 77017 | N/A | PC | GROW HOUSTON'S GARDEN CAPITAL CAMPAIGN | $100,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | N/A | PC | BACKPACK BUDDY PROGRAM; GENERAL SUPPORT | $22,500 |
| HOUSTON GRAND OPERA | |||||||
| 510 PRESTON STREET | HOUSTON | TX | 77002 | N/A | PC | SUPPORT HGOCO | $10,000 |
| 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 | 2019 YOUTH SCIENCE EDUCATION PROGRAM | $25,000 |
| HOUSTON PARKS BOARD | |||||||
| 300 N POST OAK LN | HOUSTON | TX | 77024 | N/A | PC | SUPPORT CAPITAL CAMPAIGN | $100,000 |
| HOUSTON SYMPHONY | |||||||
| 615 LOUISIANA SUITE 102 | HOUSTON | TX | 77002 | N/A | PC | SUPPORT BBVA COMPASS FAMILY CONCERT SERIES | $15,000 |
| HOUSTON ZOO | |||||||
| 1513 CAMBRIDGE STREET | HOUSTON | TX | 77030 | N/A | PC | KEEPING OUR WORLD WILD CENTENNIAL CAMPAIGN | $100,000 |
| HOUSTON REVISION | |||||||
| 6856 BELLAIRE BLVD | HOUSTON | TX | 77074 | N/A | PC | PURCHASE SUPPLIES FOR THE COMMUNITY CENTER | $10,000 |
| JULIE ROGERS GIFT OF LIFE PROGRAM | |||||||
| PMB 16 148 S 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 |
| K9'S 4 COPS | |||||||
| 3515 B LONGMIRE DR STE 342 | COLLEGE STATION | TX | 77845 | N/A | PC | SUPPORT LAW ENFORCEMENT K9 UNITS IN HARRIS COUNTY, TX | $7,500 |
| KIDS MEALS INC | |||||||
| 330 GARDEN OAKS BLVD | HOUSTON | TX | 77018 | N/A | PC | SUPPORT THE HEALTHY MEAL DELIVERY PROGRAM | $25,000 |
| KINKAID SCHOOL | |||||||
| 201 KINKAID SCHOOL DR | HOUSTON | TX | 77024 | N/A | PC | GENERAL SUPPORT | $25,000 |
| KIPP ACADEMY | |||||||
| 10711 KIPP WAY | HOUSTON | TX | 77099 | N/A | PC | SUPPORT KIPP THROUGH COLLEGE PROGRAM | $25,000 |
| LORD OF THE STREETS EPISCOPAL CHURCH | |||||||
| 3401 FANNIN ST | HOUSTON | TX | 77004 | N/A | PC | SUPPORT DIRECT ASSISTANCE PROGRAM EXPENSES | $10,000 |
| MEMORIAL HERMANN FOUNDATION | |||||||
| 929 GESSNER SUITE 2650 | HOUSTON | TX | 77024 | N/A | PC | SUPPORT THE MEMORIAL HERMANN HEALTH SYSTEM'S BEHAVIORAL SERVICES | $50,000 |
| MEMORIAL PARK CONSERVANCY INC | |||||||
| 7575 NORTH PICNIC LANE | HOUSTON | TX | 77007 | N/A | PC | SUPPORT PHASE I OF 2015 MASTER PLAN | $52,000 |
| THE MENIL FOUNDATION INC | |||||||
| 1515 BRANARD ST | HOUSTON | TX | 77006 | N/A | PC | SUPPORT DRAWING INSTITUTE CAPITAL CAMPAIGN; VLSF FELLOWSHIP PROGRAM | $95,000 |
| MENNINGER CLINIC | |||||||
| 12301 MAIN STREET | HOUSTON | TX | 77035 | N/A | PC | GENERAL SUPPORT | $1,000 |
| 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 | SUPPORT THE ERNESTO NETO: SUN FORCE EXHIBITION; PHASE 2 OF MFAH EXPANSION PROJECT | $120,000 |
| NEW HOPE HOUSING INC | |||||||
| 3315 HARRISBURG BLVD SUITE 400 | HOUSTON | TX | 77003 | N/A | PC | BUILDING CAPITAL CAMPAIGN | $25,000 |
| NEXTOP VETERANS | |||||||
| 2929 MCKINNEY STREET | HOUSTON | TX | 77003 | N/A | PC | NEXTOP'S TEXAS VETERAN EMPLOYMENT PROGRAM | $10,000 |
| NICK FINNEGAN COUNSELING CENTER | |||||||
| 2714 JOANEL ST | HOUSTON | TX | 77027 | N/A | PC | GENERAL SUPPORT | $25,000 |
| PALMER DRUG ABUSE PROGRAM | |||||||
| 840 GESSNER SUITE 1300 | HOUSTON | TX | 77024 | N/A | PC | GENERAL SUPPORT | $15,000 |
| THE POSSE FOUNDATION INC | |||||||
| 1001 MCKINNEY STREET SUITE 950 | HOUSTON | TX | 77002 | N/A | PC | GENERAL SUPPORT | $25,000 |
| PRESBYTERIAN SCHOOL | |||||||
| 5300 MAIN ST | HOUSTON | TX | 77004 | N/A | PC | CAPITAL CAMPAIGN | $50,000 |
| PROJECT GRAD HOUSTON | |||||||
| 3100 MAIN STREET SUITE 701A | HOUSTON | TX | 77002 | N/A | PC | GENERAL SUPPORT | $50,000 |
| RISE SCHOOL OF HOUSTON | |||||||
| 5618 H MARK CROSSWELL JR ST | HOUSTON | TX | 77021 | N/A | PC | SCHOLARSHIPS | $25,000 |
| RONALD MCDONALD HOUSE HOUSTON | |||||||
| 1907 HOLCOMBE BOULEVARD | HOUSTON | TX | 77030 | N/A | PC | GENERAL SUPPORT | $100,000 |
| THE SALVATION ARMY | |||||||
| 1500 AUSTIN STREET | HOUSTON | TX | 77002 | N/A | PC | YARC PROGRAM; GENERAL SUPPORT | $30,000 |
| SHRINERS HOSPITALS FOR CHILDREN-GALVESTON | |||||||
| 815 MARKET STREET | GALVESTON | TX | 77550 | N/A | PC | HOSPITAL'S TISSUE BANK | $50,000 |
| SIRE THERAPEUTIC HORSEMANSHIP | |||||||
| 11211 KATY FWY STE 660 | HOUSTON | TX | 77079 | N/A | PC | SUBSIDIZE TUITION FOR RIDERS AND UNDERWRITE CERTIFIED INSTRUCTORS | $10,000 |
| SMALL STEPS NURTURING CENTER | |||||||
| 2902 JENSEN DRIVE | HOUSTON | TX | 77026 | N/A | PC | SET FOR LIFE PROGRAM | $20,000 |
| SPAY NEUTER ASSISTANCE PROGRAM | |||||||
| 1801 DURHAM DRIVE SUITE 1 | HOUSTON | TX | 77007 | N/A | PC | MOBILE CLINIC PROGRAM | $15,000 |
| SPECIAL OLYMPICS TEXAS | |||||||
| 5800 MESA DRIVE | HOUSTON | TX | 77028 | N/A | PC | GENERAL SUPPORT | $20,000 |
| 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 | DISASTER RELIEF PROGRAM | $5,000 |
| STAGES REPERTORY THEATRE | |||||||
| 3201 ALLEN PARKWAY SUITE 101 | HOUSTON | TX | 77019 | N/A | PC | STAGING OUR FUTURE CAPITAL CAMPAIGN; GENERAL SUPPORT | $102,000 |
| STAR OF HOPE | |||||||
| 4848 LOOP CENTRAL DRIVE SUITE 500 | HOUSTON | TX | 77081 | N/A | PC | GENERAL SUPPORT | $10,000 |
| TEACH FOR AMERICA | |||||||
| 2 GREENWAY PLAZA SUITE 500 | HOUSTON | TX | 77046 | N/A | PC | GENERAL SUPPORT | $52,000 |
| TEXAS EXES ALUMNI ASSOCIATION | |||||||
| PO BOX 7278 | AUSTIN | TX | 78713 | N/A | PC | ANNUAL GIVING CLUB | $2,500 |
| THE ROSE FOUNDATION | |||||||
| 12700 N FEATHERWOOD DRIVE SUITE 260 | HOUSTON | TX | 77034 | N/A | PC | PURCHASE HOLOGIC 3D MAMMOGRAPHY SYSTEM | $50,000 |
| TIRR FOUNDATION | |||||||
| 4605 POST OAK PLACE SUITE 222 | HOUSTON | TX | 77027 | N/A | PC | SUPPORT MISSION CONNECTS' 20 ACTIVE RESEARCH PROJECTS | $100,000 |
| UNIVERSITY OF HOUSTON CLEAR LAKE | |||||||
| 2700 BAY AREA BLVD MC 318 | HOUSTON | TX | 77058 | N/A | PC | SCHOLARSHIPS FOR RN'S PURSUING BACHELOR OF SCIENCE | $25,000 |
| UNIVERSITY OF ST THOMAS | |||||||
| 3800 MONTROSE BLVD | HOUSTON | TX | 77006 | N/A | PC | VLSF SCHOLARSHIP FUND - PEAVY SCHOOL OF NURSING | $50,000 |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | N/A | PC | BEVO'S BEAUTIFICATION COUNCIL, GENERAL SUPPORT | $34,000 |
| UTHSC | |||||||
| 7000 FANNIN ST STE 1200 | HOUSTON | TX | 77030 | N/A | PC | SUPPORT "HEALTHY EATING ACTIVE LIVING" PROGRAMS AT LBJ HOSPITAL | $100,000 |
| VITA LIVING INC | |||||||
| 3300 S GESSNER ROAD SUITE 150 | HOUSTON | TX | 77063 | N/A | PC | SUPPORT VITA LIVING HOUSING INITIATIVE | $25,000 |
| WRITERS IN THE SCHOOLS | |||||||
| 1523 W MAIN STREET | HOUSTON | TX | 77006 | N/A | PC | CREATE LITERACY PROGRAMS TO HOUSTON STUDENTS | $10,000 |
| HOUSTON TENNIS ASSOCIATION INC | |||||||
| 3535 BRIARPARK DRIVE SUITE 215 | HOUSTON | TX | 77042 | N/A | PC | NATIONAL JUNIOR TENNIS LEAGUE | $1,000 |
| CHRISTIAN COMMUNITY SERVICE CENTER | |||||||
| PO BOX 27924 | HOUSTON | TX | 77227 | N/A | PC | "A TIME TO BUILD" CAMPAIGN | $100,000 |
| SOCIETY FOR THE PERFORMING ARTS | |||||||
| 615 LOUISIANA SUITE 100 | HOUSTON | TX | 77002 | N/A | PC | SPECIAL HARVEY FUND; GENERAL SUPPORT | $35,000 |
| CONNECT COMMUNITY | |||||||
| 6700 BELLAIRE BOULEVARD | HOUSTON | TX | 77074 | N/A | PC | BUILD YEAR-ROUND OUT-OF-SCHOOL PROGRAM | $25,000 |
| LOVING HOUSTON | |||||||
| 2916 W TC JESTER BLVD STE 200 | HOUSTON | TX | 77018 | N/A | PC | FUND CHURCH-SCHOOL PARTNERSHIP DISTRICT COORDINATOR | $5,000 |
| CHERISH OUR CHILDREN INTERNATIONAL | |||||||
| PO BOX 79457 | HOUSTON | TX | 77279 | N/A | PC | EXPANSION OF NO MORE VICTIMS IN HOUSTON | $15,000 |
| DA CAMERA OF HOUSTON | |||||||
| 1402 SUL ROSS | HOUSTON | TX | 77006 | N/A | PC | SUPPORT EDUCATIONAL & COMMUNITY INITIATIVES PROGRAM | $10,000 |
| BUFFALO BAYOU PARTNERSHIP | |||||||
| 1019 COMMERCE STREET SUITE 200 | HOUSTON | TX | 77002 | N/A | PC | GENERAL SUPPORT | $10,000 |
| THE CENTER FOR HEARING AND SPEECH | |||||||
| 1417 HOUSTON AVE | HOUSTON | TX | 77007 | N/A | PC | SUPPORT CAMPAIGN FOR OUR FUTURE | $50,000 |
| GLENWOOD CEMETARY HISTORIC | |||||||
| 2525 WASHINGTON AVENUE | HOUSTON | TX | 77007 | N/A | PC | CONSTRUCTION OF THE NEW MULTI-PURPOSE | ADMINISTRATION BUILDING | $50,000 |
| SERJOBS INVESTING | |||||||
| 1710 TELEPHONE ROAD | HOUSTON | TX | 77023 | N/A | PC | INVESTING IN THE FUTURE CAMPAIGN CONSTRUCTION | DEVELOPMENT OF THEIR WORKFORCE TRAINING CENTER | $100,000 |
| NEUHAUS EDUCATION CENTER | |||||||
| 4433 BISSONNET | BELLAIRE | TX | 77401 | N/A | PC | SUPPORT DYSLEXIC PROGRAMS | $10,000 |
| OPEN DOOR MISSION | |||||||
| 5803 HARRISBURG BLVD | HOUSTON | TX | 77011 | N/A | PC | PURCHASE AIR CONDITIONING UNIT FOR G DORM | $10,000 |
| STREET GRACE | |||||||
| 5995 FINANCIAL DRIVE | NORCROSS | GA | 30071 | N/A | PC | GENERAL SUPPORT | $15,000 |
| UNDIES FOR EVERYONE | |||||||
| 4019 SOUTH BRAESWOOD | HOUSTON | TX | 77025 | N/A | PC | TEXAS CHILDREN'S MOBILE CLINIC PROGRAM | $10,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 2225 NORTH LOOP WEST | HOUSTON | TX | 77008 | N/A | PC | SCOUTREACH INITIATIVES PROGRAMMING IN HOUSTON | $10,000 |
| CHILDREN'S DEFENSE FUND TEXAS | |||||||
| 5410 BELLAIRE BLVD 203 | BELLAIRE | TX | 77401 | N/A | PC | TEXAS BEAT THE ODDS SCHOLARSHIP & CDF FREEDOM SCHOOLS PROGRAM | $10,000 |
| GIRL SCOUTS OF SAN JACINTO COUNCIL | |||||||
| 3110 SOUTHWEST FREEWAY | HOUSTON | TX | 77098 | N/A | PC | SUPPORT GIRL SCOUT COMMUNITY OUTREACH INITIATIVES | $25,000 |
| GOOD SAMARITAN FOUNDATION | |||||||
| 3262 WESTHEIMER ROAD SUITE 764 | HOUSTON | TX | 77098 | N/A | PC | SCHOLARSHIP PROGRAMS | $50,000 |
| HEALTHCARE FOR THE HOMELESS-HOUSTON | |||||||
| 1934 CAROLINE STREET | HOUSTON | TX | 77002 | N/A | PC | GENERAL SUPPORT | $10,000 |
| HERMANN PARK CONSERVANCY | |||||||
| 7575 NORTH PICNIC LANE | HOUSTON | TX | 77007 | N/A | PC | GENERAL SUPPORT | $2,000 |
| HOUSTON SPCA | |||||||
| 7007 OLD KATY ROAD | HOUSTON | TX | 77024 | N/A | PC | DEVELOPMENT OF ANIMAL MED CENTER, EQUINE CENTER, OUTDOOR REHABILITATION COMPLEX | $200,000 |
| IBC NETWORK FOUNDATION | |||||||
| PO BOX 908 | FRIENDSWOOD | TX | 77546 | N/A | PC | GENERAL SUPPORT | $1,000 |
| KELSEY RESEARCH FOUNDATION | |||||||
| 5615 KIRBY DR STE 660 | HOUSTON | TX | 77005 | N/A | PC | SUPPORT THE MICROBIOME RESEARCH STUDY | $100,000 |
| MD ANDERSON CANCER CENTER | |||||||
| 1881 EAST ROAD UNIT 1906 | HOUSTON | TX | 77054 | N/A | PC | SMITH EDUCATIONAL PROGRAM TRAINING | RESEARCH | $100,000 |
| UNIVERSITY OF TEXAS MEDICAL BRANCH GALVESTON | |||||||
| 301 UNIVERSITY BLVD | GALVESTON | TX | 77555 | N/A | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,935,000 | 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 | $1,280,838 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,330 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,617,419 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 PASSTHROUGH OTHER INCOME/LOSS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$642 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,907,945 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,907,945 | 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 | $13,398 | Amt |
| Net Investment Income | $6,699 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,699 | 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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT - INVESTORS TREASURY | $618,604 | $618,604 |
| STATE STREET | $80,850,265 | $82,885,967 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15,033 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,033 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RANGER INVESTMENT DISTRIBUTIONS | $31,563 |
| SILCHESTER INVESTMENT DISTRIBUTIONS | $20,432 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $750 | $0 | $750 |
| DELIVERY SERVICE AND OTHER EXPENSES | $273 | $0 | $273 |
| OTHER INVESTMENT EXPENSES | $47,763 | $47,763 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $10,330 | $10,330 | $10,330 |
| K-1 PASSTHROUGH OTHER INCOME/LOSS | -$642 | -$642 | -$642 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $100,000 | $50,000 | $50,000 |
| INVESTMENT MANAGEMENT FEES | $204,243 | $204,243 | $0 |
| OTHER PROFESSIONAL SERVICES | $16,755 | $16,755 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $18,227 | Amt |
| Net Investment Income | $18,227 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |