VIVIAN L SMITH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VIVIAN L SMITH FOUNDATION (EIN 76-0101380)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-01
- IRS object ID
- 202522449349100107
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-01T06:08:41-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760101380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIVIAN L SMITH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIVI | BusinessNameControlTxt |
| Phone | 7139868030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 WEST LOOP SOUTH 1050 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770273207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANSOM LUMMIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7139868030 | PhoneNum |
| Signature | 2025-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
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 | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $95,277,477 | 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 | $1,370,978 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,370,978 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,554,182 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,304,444 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,554,182 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,495 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,495 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,929,655 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,929,655 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,424 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,212 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,212 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $424,635 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $374,635 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $50,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $133,356 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $57,537 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,904 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,684 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,220 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $606,319 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $475,068 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55,432 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,285,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,285,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,891,319 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $475,068 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,340,432 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,038,336 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,454,587 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,907 | CashBOYAmt |
| Cash EOY | $2,868 | CashEOYAmt |
| Cash EOYFMV | $2,868 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $14,292 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $33,473 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $33,473 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $53,937,825 | CorporateStockBOYAmt |
| Corporate Stock EOY | $55,132,496 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $83,063,639 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,203,880 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,146,022 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,328,153 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,580,755 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,539,235 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,849,344 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $66,740,659 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,854,094 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $95,277,477 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $75,099 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $75,099 | 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 | $66,740,659 | RetainedEarningBOYAmt |
| Retained Earning EOY | $67,778,995 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $66,740,659 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,778,995 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $66,740,659 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,854,094 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $66,740,659 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,038,336 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $67,778,995 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $67,778,995 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $16,154,078 | $11,606,422 | $4,547,656 | $4,547,656 |
| PUBLICLY TRADED SECURITIES | P | $150,366 | $143,840 | $6,526 | $6,526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,554,182 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $75,819 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $75,819 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $75,819 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $109,292 | 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 | $109,292 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $33,473 | OverpaymentAmt |
| Applied To ES Tax | $33,473 | 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 | 0 | 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 | $284,430 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $93,120,139 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $696,992 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,881,419 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $96,698,550 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $96,698,550 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,450,478 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $95,248,072 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,762,404 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,762,404 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $75,819 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $75,819 | TotalTaxAmt |
| Distributable Before Adj | $4,686,585 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,686,585 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,686,585 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,340,432 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,340,432 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,686,585 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,168,423 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,340,432 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,168,423 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $172,009 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,514,576 | 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 (141 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 | ||||||||
| 3735 DREXEL DRIVE | HOUSTON | TX | 77027 | N/A | PC | OPERATING EXPENSES FOR 2024 | $25,000 | |
| BAKER RIPLEY | ||||||||
| P O BOX 231808 | HOUSTON | TX | 77233 | N/A | PC | SUPPORT BAKER RIPLEY'S HOLISTIC COMMUNITY FOCUSED PROGRAMMING IN HOUSTON | $50,000 | |
| BIG BROTHERS BIG SISTERS LONE STAR GREATER HOUSTON | ||||||||
| 1003 WASHINGTON AVE | HOUSTON | TX | 77002 | N/A | PC | SUPPORT ONE-TO-ONE MENTOR-MENTEE MATCHES IN GREATER HOUSTON IN 2024 | $25,000 | |
| BUFFALO BAYOU PARTNERSHIP | ||||||||
| 1019 COMMERCE ST STE 200 | HOUSTON | TX | 77002 | N/A | PC | SUPPORT THE FALL 2024 / WINTER 2025 PROGRAMMING | $10,000 | |
| CAMP FOR ALL | ||||||||
| 3701 KIRBY DR STE 570 | HOUSTON | TX | 77098 | N/A | PC | SUPPORT BLAZING NEW TRAILS CAMPAIGN-CONSTRUCTION OF THEIR NEW SITE IN CHAPPELL HILL | $50,000 | |
| CANCARE INC | ||||||||
| 9575 KATY FWY STE 428 | HOUSTON | TX | 77024 | N/A | PC | FUNDS TO SUPPORT CANCARE'S EMOTIONAL SUPPORT PROGRAMS THAT SERVE CANCER PATIENTS & CAREGIVERS | $20,000 | |
| CASA MATEO | ||||||||
| 5773 WOODWAY DRIVE 236 | HOUSTON | TX | 77057 | N/A | PC | SUPPORT 2024 OPERATING EXPENSES | $25,000 | |
| CENTER FOR PURSUIT | ||||||||
| 4400 HARRISBURG BLVD | HOUSTON | TX | 77011 | N/A | PC | GENERAL OPERATIONS | $50,000 | |
| CHILD ADVOCATES INC | ||||||||
| 3701 KIRBY DR STE 400 | HOUSTON | TX | 77098 | N/A | PC | ASSIST THE COURT SERVICES PROGRAM | $20,000 | |
| CHILDREN'S MUSEUM OF HOUSTON | ||||||||
| 1500 BINZ | HOUSTON | TX | 77004 | N/A | PC | GENERAL OPERATIONS | $25,000 | |
| CHINQUAPIN PREPARATORY SCHOOL | ||||||||
| 2615 E WALLISVILLE RD | HIGHLANDS | TX | 77562 | N/A | PC | SUPPORT STUDENT SCHOLARSHIPS | $25,000 | |
| CHRISTIAN COMMUNITY SERVICE CENTER | ||||||||
| P O BOX 27924 | HOUSTON | TX | 77227 | N/A | PC | GENERAL OPERATIONS | $50,000 | |
| COALITION FOR THE HOMELESS | ||||||||
| 2000 CRAWFORD ST STE 700 | HOUSTON | TX | 77002 | N/A | PC | SUPPORT THE HOMELESS RESPONSE SYSTEM | $10,000 | |
| COM FOUNDATION | ||||||||
| 1200 N AMBURN ROAD | TEXAS CITY | TX | 77591 | N/A | PC | PROVIDE FUNDING BUNDLES TO LVN STUDENTS TO COVER PROGRAM EXPENSES | $15,000 | |
| COMMUNITIES IN SCHOOLS - HOUSTON | ||||||||
| 1111 NORTH LOOP WEST STE 300 | HOUSTON | TX | 77008 | N/A | PC | SUPPORT CIS DROPOUT PREVENTION & CASE MANAGEMENT PROGRAM AT BASTIAN, MCNAMARA, NEFF & SUTTON ELEMENTARY SCHOOLS | $100,000 | |
| COMMUNITIES IN SCHOOLS - HOUSTON | ||||||||
| 1111 NORTH LOOP WEST STE 300 | HOUSTON | TX | 77008 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| CONNECT COMMUNITY | ||||||||
| 6700 BELLAIRE BLVD | HOUSTON | TX | 77074 | N/A | PC | SUPPORT COMPREHENSIVE SUMMER PROGRAMMING IN THE COMMUNITY OF GULFTON/SHARPSTOWN | $25,000 | |
| CONTEMPORARY ARTS MUSEUM HOUSTON | ||||||||
| 5216 MONTROSE BLVD | HOUSTON | TX | 77006 | N/A | PC | SUPPORT THE MUSEUM'S EDUCATION PROGRAMS | $20,000 | |
| CRIME STOPPERS OF HOUSTON | ||||||||
| P O BOX 541654 | HOUSTON | TX | 77254 | N/A | PC | SUPPORT THE TIP LINE PROGRAM | $10,000 | |
| CRISTO REY JESUIT | ||||||||
| 6700 MOUNT CARMEL STREET | HOUSTON | TX | 77087 | N/A | PC | PROVIDE STUDENT SCHOLARSHIPS | $30,000 | |
| DACAMERA | ||||||||
| 1402 SUL ROSS | HOUSTON | TX | 77006 | N/A | PC | SUPPORT DACAMERA'S EDUCATION AND COMMUNITY INITIATIVES IN 2024-2025 | $20,000 | |
| DACAMERA | ||||||||
| 1402 SUL ROSS | HOUSTON | TX | 77006 | N/A | PC | GENERAL OPERATIONS | $5,000 | |
| DEPELCHIN CHILDREN'S CENTER | ||||||||
| 4950 MEMORIAL DRIVE | HOUSTON | TX | 77007 | N/A | PC | SUPPORT THE FAMILIES COUNT PROGRAM | $100,000 | |
| DISCOVERY GREEN | ||||||||
| 1500 MCKINNEY | HOUSTON | TX | 77010 | N/A | PC | SUPPORT THE 2024-2025 FAMILY & CHILDREN SERIES | $25,000 | |
| DRESS FOR SUCCESS HOUSTON | ||||||||
| 3310 EASTSIDE STREET | HOUSTON | TX | 77098 | N/A | PC | SUPPORT THE PROFESSIONAL WOMEN'S GROUP PROGRAM | $25,000 | |
| ECHOS EPIPHANY COMMUNITY | ||||||||
| 9600 SOUTH GESSNER BLDG E | HOUSTON | TX | 77071 | N/A | PC | GENERAL OPERATING EXPENSES | $20,000 | |
| EMERGE FELLOWSHIP | ||||||||
| 11251 NW FWY STE 330 | HOUSTON | TX | 77092 | N/A | PC | SUPPORT EMERGE'S HOLISTIC COLLEGE READINESS PROGRAM | $25,000 | |
| GATEWAY ACADEMY | ||||||||
| 3721 DACOMA STREET | HOUSTON | TX | 77092 | N/A | PC | SUPPORT GATEWAY ACADEMY'S MENTAL HEALTH PROGRAM | $30,000 | |
| GIRL SCOUTS OF SAN JACINTO | ||||||||
| 3110 SOUTHWEST FWY | HOUSTON | TX | 77098 | N/A | PC | SUPPORT GIRL SCOUT OUTREACH PROGRAMS FOR UNDERSERVED ELEMENTARY, MIDDLE AND HIGH SCHOOL GIRLS IN SE TEXAS | $25,000 | |
| GOOD SAMARITAN FOUNDATION | ||||||||
| 3262 WESTHEIMER RD STE 764 | HOUSTON | TX | 77098 | N/A | PC | SUPPORT NURSING SCHOLARSHIP PROGRAM | $50,000 | |
| HALO HOUSE FOUNDATION | ||||||||
| 2940 CORDOR STREET | HOUSTON | TX | 77054 | N/A | PC | SUPPORT OPERATIONS OF THE 33-UNITY FACILITY | $15,000 | |
| HEALTHCARE FOR THE HOMELESS HOUSTON | ||||||||
| 1934 CAROLINE STREET | HOUSTON | TX | 77002 | N/A | PC | SUPPORT THEIR COMPREHENSIVE CARE PROGRAMS FOR INDIVIDUALS & FAMILIES WHO ARE IMPACTED BY HOMELESSNESS | $25,000 | |
| HERMANN PARK CONSERVANCY | ||||||||
| 1700 HERMANN DRIVE | HOUSTON | TX | 77004 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| HOUSTON ACHIEVEMENT PLACE | ||||||||
| 245 WEST 17TH STREET | HOUSTON | TX | 77008 | N/A | PC | SUPPORT PROJECT CLASS FOR SCHOOLS AND THE CHILDREN'S BOOKS ANIMATED FILMS SOCIAL SKILLS INITIATIVE | $15,000 | |
| HOUSTON ARBORETUM & NATURE CENTER | ||||||||
| 4501 WOODWAY DRIVE | HOUSTON | TX | 77024 | N/A | PC | SUPPORT THE ACORN ACADEMY | $10,000 | |
| HOUSTON AREA WOMEN'S CENTER ATTN HOU1160 | ||||||||
| P O BOX 650998 | DALLAS | TX | 782650998 | N/A | PC | SUPPORT THE CRISIS RESPONSE PROGRAM | $50,000 | |
| HOUSTON BALLET | ||||||||
| 601 PRESTON STREET | HOUSTON | TX | 77002 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| HOUSTON BALLET | ||||||||
| 601 PRESTON STREET | HOUSTON | TX | 77002 | N/A | PC | SUPPORT HOUSTON BALLET'S 2024-2025 SEASON | $25,000 | |
| HOUSTON BOTANIC GARDEN | ||||||||
| 8205 N BAYOU DRIVE | HOUSTON | TX | 77017 | N/A | PC | FUNDS TO BE USED FOR PROGRAM SUPPORT | $25,000 | |
| HOUSTON FURNITURE BANK | ||||||||
| 8220 MOSLEY ROAD | HOUSTON | TX | 77075 | N/A | PC | SUPPORT THE NO KIDS ON THE FLOOR PROJECT | $25,000 | |
| HOUSTON GRAND OPERA | ||||||||
| 510 PRESTON STREET | HOUSTON | TX | 77002 | N/A | PC | SUPPORT COMMUNITY AND LEARNING PROGRAMS IN THE 2023-24 SEASON | $25,000 | |
| HOUSTON HABITAT FOR HUMANITY | ||||||||
| 3750 N MCCARTY STREET | HOUSTON | TX | 77029 | N/A | PC | CONSTRUCTION OF A SINGLE-FAMILY HOME IN PARTNERSHIP WITH A HOUSTON FAMILY | $25,000 | |
| HOUSTON HOSPICE | ||||||||
| 1905 HOLCOMBE BLVD | HOUSTON | TX | 77030 | N/A | PC | PROVIDE UNCOMPROMISING COMPASSIONATE END-OF-LIFE CARE TO THE COMMUNITY | $100,000 | |
| HOUSTON METHODIST HOSPITAL FOUNDATION | ||||||||
| P O BOX 4384 | HOUSTON | TX | 772104384 | N/A | PC | GENERAL OPERATIONS | $20,000 | |
| HOUSTON MUSEUM OF NATURAL SCIENCE | ||||||||
| 5555 HERMANN PARK DR | HOUSTON | TX | 77030 | N/A | PC | SUPPORT 2024 YOUTH SCIENCE EDUCATION PROGRAMMING | $25,000 | |
| HOUSTON PARKS BOARD | ||||||||
| 300 NORTH POST OAK LANE | HOUSTON | TX | 77024 | N/A | PC | SUPPORT THE EXPANSION, IMPROVEMENTS AND PROTECTION OF PARKS/GREENSPACE THROUGHOUT THE HOUSTON REGION | $25,000 | |
| HOUSTON POLICE FOUNDATION | ||||||||
| 1221 MCKINNEY ST STE 2100 | HOUSTON | TX | 77010 | N/A | PC | SUPPORT THE K-9 UNIT AND MOUNTED PATROL PROGRAM | $15,000 | |
| HOUSTON SYMPHONY | ||||||||
| 615 LOUISIANA ST STE 102 | HOUSTON | TX | 77002 | N/A | PC | SUPPORT THE 2024-25 PNC FAMILY CONCERT SERIES | $25,000 | |
| HSPVA FRIENDS | ||||||||
| P O BOX 52910 | HOUSTON | TX | 77052 | N/A | PC | GENERAL OPERATIONS 2024-2025 | $15,000 | |
| IEDUCATE | ||||||||
| 1600 HIGHWAY 6 SOUTH STE 250 | SUGAR LAND | TX | 77478 | N/A | PC | FUNDS TO BE USED FOR PROGRAM SUPPORT | $25,000 | |
| JULIE ROGERS GIFT OF LIFE PROGRAM | ||||||||
| 2390 DOWLEN | BEAUMONT | TX | 77706 | N/A | PC | FUNDS TO ASSIST IN ANNUAL BREAST EXAMS/MANNOGRAMS FOR MEDICALLY UNDERSERVED WOMEN IN 7 COUNTIES WITHIN SW TEXAS | $15,000 | |
| KAPPA ALPHA THETA FOUNDATION | ||||||||
| P O BOX 2187 | COLUMBUS | GA | 31902 | N/A | PC | FUNDS FOR THE UNIVERSITY OF TEXAS AT AUSTIN | $5,000 | |
| KIDS' MEALS INC | ||||||||
| 330 GARDEN OAKS BLVD | HOUSTON | TX | 77018 | N/A | PC | SUPPORT THE HEALTHY MEAL DELIVERY PROGRAM | $25,000 | |
| LAWNDALE ART AND PERFORMANCE CENTER | ||||||||
| 4912 MAIN STREET | HOUSTON | TX | 77002 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| LORD OF THE STREETS EPISCOPAL CHURCH | ||||||||
| 3401 FANNIN STREET | HOUSTON | TX | 77004 | N/A | PC | FUNDS TO SUPPORT DIRECT ASSISTANCE EXPENSES IN 2024 | $10,000 | |
| LOVING HOUSTON | ||||||||
| 2916 WEST TC JESTER STE 200 | HOUSTON | TX | 77018 | N/A | PC | SUPPORT THE DISTRICT COORDINATOR TEAM IN ALDINE, HOUSTON, HUMBLE, KLEIN, LAMAR CONSOLIDATED & STAFFORD MUNICIPAL ISDS FOR 2024-2025 | $20,000 | |
| MEMORIAL HERMANN FOUNDATION | ||||||||
| 929 GESSNER STE 2650 | HOUSTON | TX | 77024 | N/A | PC | SUPPORT THE MOBILE STROKE UNIT | $50,000 | |
| MENIL FOUNDATION INC - THE MENIL COLLECTION | ||||||||
| 1533 SUL ROSS STREET | HOUSTON | TX | 77006 | N/A | PC | SUPPORT THE IMPORTANT WORK OF THE ARTIST DOCUMENTATION PROGRAM ARCHIVIST IN 2024 | $50,000 | |
| MUSEUM OF FINE ARTS HOUSTON | ||||||||
| P O BOX 6826 | HOUSTON | TX | 772656826 | N/A | PC | GENERAL OPERATIONS | $20,000 | |
| MUSEUM OF FINE ARTS HOUSTON | ||||||||
| P O BOX 6826 | HOUSTON | TX | 772656826 | N/A | PC | SUPPORT THE EXHIBITION TITLED, "KNIGHTS IN SHINING ARMOR: THE BATTLE OF PAVIA TAPESTRIES", MARCH 23-26, 2025 | $20,000 | |
| MUSEUM OF FINE ARTS HOUSTON | ||||||||
| P O BOX 25026 | HOUSTON | TX | 77265 | N/A | PC | GENERAL OPERATIONS | $15,000 | |
| NEUHAUS EDUCATION CENTER | ||||||||
| 4433 BISSONNETT | BELLAIRE | TX | 77401 | N/A | PC | SUPPORT THE FAMILY SUPPORT PROGRAM | $10,000 | |
| NEW HOPE HOUSING INC | ||||||||
| 3315 HARRISBURG BLVD STE 400 | HOUSTON | TX | 77003 | N/A | PC | SUPPORT THE CONSTRUCTION OF AVENUE C | $25,000 | |
| NICK FINNEGAN COUNSELING CENTER | ||||||||
| 2714 JOANEL STREET | HOUSTON | TX | 77027 | N/A | PC | SUPPORT MENTAL HEALTH COUNSELING AND OUTREACH SERVICES | $25,000 | |
| PALMER DRUG ABUSE PROGRAM | ||||||||
| 3730 KIRBY DRIVE STE 1200 | HOUSTON | TX | 77098 | N/A | PC | GENERAL OPERATIONS | $15,000 | |
| PERFORMING ARTS HOUSTON JESSE H JONES HALL | ||||||||
| 615 LOUISIANA STE 100 | HOUSTON | TX | 77002 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| PRO-VISION | ||||||||
| 2656 SOUTH LOOP WEST STE 650 | HOUSTON | TX | 77054 | N/A | PC | SUPPORT PRO-VISION'S PROGRAMS IN THE SUNNYSIDE NEIGHBORHOOD | $10,000 | |
| REMIND | ||||||||
| P O BOX 27607 | HOUSTON | TX | 77227 | N/A | PC | PROVIDE FREE MENTAL HEALTH SUPPORT TO INDIVIDUALS LIVING WITH A MENTAL DISORDER | $15,000 | |
| RONALD MCDONALD HOUSE HOUSTON | ||||||||
| 1907 HOLCOMBE BLVD | HOUSTON | TX | 77030 | N/A | PC | GENERAL OPERATIONS | $20,000 | |
| SAN JOSE CLINIC | ||||||||
| P O BOX 2808 | HOUSTON | TX | 77252 | N/A | PC | SUPPORT DIRECT PATIENT CARE TO LOCAL RESIDENTS WHO DON'T HAVE HEALTH INSURANCE | $25,000 | |
| SMALL STEPS NURTURING CENTER | ||||||||
| 2902 JENSEN DRIVE | HOUSTON | TX | 77026 | N/A | PC | SUPPORT THE SOCIAL AND EMOTIONAL HEALTH PROGRAM FOR 2024-2025 | $20,000 | |
| SPAY NEUTER ASSISTANCE PROGRAM INC | ||||||||
| P O BOX 70286 | HOUSTON | TX | 772800286 | N/A | PC | SUPPORT CORE FUNDING AT SNAP'S FOUR CLINICS | $15,000 | |
| SPECIAL OLYMPICS TEXAS | ||||||||
| 2501 CENTRAL PARKWAY STE C1A | HOUSTON | TX | 77092 | N/A | PC | SUPPORT GREATER HOUSTON AREA PROGRAMS, OPERATING COSTS, & VOLUNTEER EXPENSES | $20,000 | |
| SPRINGSPIRIT BASEBALL | ||||||||
| 8526 PITNER ROAD | HOUSTON | TX | 77080 | N/A | PC | SPRINGSPIRIT'S COMMUNITY ENGAGEMENT INITIATIVE PROGRAMS | $30,000 | |
| ST JOHN'S SCHOOL | ||||||||
| 2401 CLAREMONT LANE | HOUSTON | TX | 77019 | N/A | PC | FUNDS TO SUPPORT THE ANNUAL FUND | $10,000 | |
| STAGES | ||||||||
| 800 ROSINE STREET | HOUSTON | TX | 77019 | N/A | PC | SUPPORT OPERATIONS AND PROGRAMS | $25,000 | |
| STAR OF HOPE | ||||||||
| 4848 LOOP CENTRAL DR STE 500 | HOUSTON | TX | 77081 | N/A | PC | GENERAL OPERATIONS | $25,000 | |
| STAR OF HOPE | ||||||||
| 4848 LOOP CENTRAL DR STE 500 | HOUSTON | TX | 77081 | N/A | PC | SUPPORT THE AREA OF GREATEST NEED | $15,000 | |
| STREET GRACE | ||||||||
| 11612 MEMORIAL DRIVE | HOUSTON | TX | 77024 | N/A | PC | SUPPORT OPERATIONS & PROGRAMS IN HOUSTON | $25,000 | |
| TEACH FOR AMERICA | ||||||||
| 2 GREENWAY PLAZA STE 500 | HOUSTON | TX | 77046 | N/A | PC | SUPPORT TEACH FOR AMERICA HOUSTON'S 2023-24 NEW TEACHERS & PROVIDE ONGOING PROFESSIONAL DEVELOPMENT TO ALUMNI OF THEIR PROGRAM | $50,000 | |
| TEXAS EXES ALUMNI ASSOCIATION | ||||||||
| P O BOX 142309 | AUSTIN | TX | 787149903 | N/A | PC | GENERAL OPERATIONS | $2,500 | |
| THE ALBERT SCHWEITZER FELLOWSHIP | ||||||||
| 6431 FANNIN JJL 450 | HOUSTON | TX | 77030 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| THE BEACON OF DOWNTOWN HOUSTON | ||||||||
| 1117 TEXAS AVENUE | HOUSTON | TX | 77002 | N/A | PC | SUPPORT THE OVERALL OPERATING BUDGET | $25,000 | |
| THE BLUE BIRD CIRCLE | ||||||||
| 615 WEST ALABAMA | HOUSTON | TX | 77006 | N/A | PC | FUNDS TO SUPPORT THE CLINICAL & RESEARCH EFFORTS IN THE FIELD OF PEDIATRIC NEUROLOGY | $25,000 | |
| THE COUNCIL ON RECOVERY | ||||||||
| P O BOX 2768 | HOUSTON | TX | 77252 | N/A | PC | SUPPORT THE CENTER FOR RECOVERING FAMILIES | $50,000 | |
| THE HEALTH MUSEUM MCGOVERN MUSEUM OF HEALTH | ||||||||
| 1515 HERMANN DRIVE | HOUSTON | TX | 770047126 | N/A | PC | SUPPORT HEALTH EDUCATION PROGRAMMING IN 2024 | $25,000 | |
| THE HOPE AND HEALING CENTER & INSTITUTE | ||||||||
| 717 SAGE ROAD | HOUSTON | TX | 77056 | N/A | PC | SUPPORT MENTAL HEALTH CARE SERVICES | $15,000 | |
| THE KINKAID SCHOOL | ||||||||
| 201 KINKAID SCHOOL DRIVE | HOUSTON | TX | 77024 | N/A | PC | FUNDS FOR THE "ALL IN" CAPITAL CAMPAIGN | $40,000 | |
| THE KINKAID SCHOOL | ||||||||
| 201 KINKAID SCHOOL DRIVE | HOUSTON | TX | 77024 | N/A | PC | SUPPORT THE ANNUAL FUND | $5,000 | |
| THE POSSE FOUNDATION INC | ||||||||
| 1001 MCKINNEY ST STE 950 | HOUSTON | TX | 77002 | N/A | PC | SUPPORT THE POSSE HOUSTON PROGRAM SITE | $25,000 | |
| THE RISE SCHOOL OF HOUSTON | ||||||||
| 5618 H MARK CROSSWELL JR ST | HOUSTON | TX | 77021 | N/A | PC | TUITION SCHOLARSHIP PROGRAM | $50,000 | |
| THE ROSE | ||||||||
| 12700 N FEATHERWOOD DR STE 260 | HOUSTON | TX | 77034 | N/A | PC | SUPPORT THE EMPOWER HER SPONSORSHIP PROGRAM | $25,000 | |
| THE SALVATION ARMY | ||||||||
| 1500 AUSTIN STREET | HOUSTON | TX | 77002 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| THE UNIVERSITY OF ALABAMA OFFICE OF ADVANCEMENT | ||||||||
| BOX 870101 | TUSCALOOSA | AL | 35487 | N/A | PC | FUNDS FOR THE UNIVERSITY OF ALABAMA'S REACH PROGRAM AT THE CAPSTONE CENTER FOR STUDENT SUCCESS | $20,000 | |
| THEATRE UNDER THE STARS TUTS | ||||||||
| 800 BAGBY STE 200 | HOUSTON | TX | 77002 | N/A | PC | SUPPORT THE 2024-2025 PRODUCTION SEASON & THE RIVER | $25,000 | |
| UNDIES FOR EVERYONE | ||||||||
| 3610 WILLOWBEND BLVD STE 1000 | HOUSTON | TX | 77054 | N/A | PC | PURCHASE & DISTRIBUTION OF UNDERWEAR TO HOUSTON AREA CHILDREN | $10,000 | |
| UNIVERSITY OF HOUSTON CLEAR LAKE | ||||||||
| 2700 BAY AREA BLVD MC 318 | HOUSTON | TX | 77058 | N/A | PC | NURSING PROGRAM SCHOLARSHIPS | $25,000 | |
| UNIVERSITY OF ST THOMAS | ||||||||
| 3800 MONTROSE BLVD | HOUSTON | TX | 77006 | N/A | PC | "VIVIAN L. SMITH ANNUAL SCHOLARSHIP FUND" FOR NURSING STUDENTS IN THE NEXT ACADEMIC YEAR | $50,000 | |
| URBAN HARVEST | ||||||||
| 1911 WEST 34TH STREET | HOUSTON | TX | 77018 | N/A | PC | SUPPORT THE EDIBLE ACADEMY | $10,000 | |
| UT HEALTH | ||||||||
| 7000 FANNIN STE 1200 | HOUSTON | TX | 77030 | N/A | PC | FUNDS FOR THE CONTINUATION & EXPANSION OF THE CHILD & ADOLESCENT MOOD DISORDERS PROGRAM PILOT PROGRAM | $100,000 | |
| UT MD ANDERSON CANCER CENTER | ||||||||
| P O BOX 301439 | HOUSTON | TX | 77230 | N/A | PC | SUPPORT SINGLE-CELL SEQUENCING RESEARCH CONDUCTED BY NICHOLAS NAVIN, PH.D, CHAIR OF SYSTEMS BIOLOGY AT UT MD ANDERSON CANCER CENTER | $100,000 | |
| VITA-LIVING INC | ||||||||
| 3300 S GESSNER RD STE 150 | HOUSTON | TX | 77063 | N/A | PC | SUPPORT THE RESIDENTIAL/DAY PROGRAM FOR PEOPLE WITH INTELLECTUAL & DEVELOPMENTAL DISABILITIES | $20,000 | |
| YELLOWSTONE SCHOOLS | ||||||||
| 3000 TRULLEY STREET | HOUSTON | TX | 77004 | N/A | PC | SUPPORT THE EDUCATIONAL OPERATING BUDGET IN 2024-2025 SCHOOL YEAR IN LOW-INCOME NEIGHBORHOODS | $15,000 | |
| YES PREP PUBLIC SCHOOLS INC | ||||||||
| P O BOX 300467 | HOUSTON | TX | 77230 | N/A | PC | SUPPORT GENERAL OPERATIONS & PROGRAMS IN 2024-2025 SCHOOL YEAR FOR HOUSTON STUDENTS | $100,000 | |
| YMCA OF GREATER HOUSTON | ||||||||
| 1331 AUGUSTA DRIVE | HOUSTON | TX | 77057 | N/A | PC | SUPPORT THE M.D. ANDERSON FAMILY YMCA REBUILD PROJECT | $75,000 | |
| ALLEY THEATRE | ||||||||
| 615 TEXAS AVENUE | HOUSTON | TX | 77002 | N/A | PC | SUPPORT EDUCATION & COMMUNITY ENGAGEMENT ACTIVITIES FOR GREATER HOUSTON AREA STUDENTS | $20,000 | |
| ANNUNCIATION ORTHODOX SCHOOL | ||||||||
| 3600 YOAKUM BLVD | HOUSTON | TX | 77006 | N/A | PC | SUPPORT LIGHT THE WAY CAPITAL CAMPAIGN | $100,000 | |
| ARCHWAY ACADEMY | ||||||||
| 6221 MAIN STREET | HOUSTON | TX | 77030 | N/A | PC | STUDENT SCHOLARSHIP FUND | $10,000 | |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| P O BOX 4976 | HOUSTON | TX | 77210 | N/A | PC | CONSTRUCTION & INTERIOR BUILDOUT OF PLANNED HEALTH SCIENCES TOWER. | $100,000 | |
| CAMP ALLEN | ||||||||
| 18800 FM 362 | NAVASOTA | TX | 77868 | N/A | PC | SUPPORT THE BACK TO NATURE CAPITAL CAMPAIGN TO FUND IMPROVEMENT PROJECTS VITAL TO EXPANDING THEIR MISSION | $50,000 | |
| CHILD ADVOCATES INC | ||||||||
| 3701 KIRBY DR STE 400 | HOUSTON | TX | 77098 | N/A | PC | GENERAL OPERATIONS | $500 | |
| CHILDREN'S TRANSPLANT INITIATIVE | ||||||||
| 23718 CREEKVIEW DRIVE | SPRING | TX | 77389 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| EPISCOPAL HIGH SCHOOL | ||||||||
| P O BOX 4346 | HOUSTON | TX | 77210 | N/A | PC | CONSTRUCTION OF THE NEW BENITEZ CHAPEL | $100,000 | |
| EPISCOPAL HIGH SCHOOL DONOR BOX DEPT 313 | ||||||||
| P O BOX 4346 | HOUSTON | TX | 77210 | N/A | PC | CONSTRUCTION OF THE NEW BENITEZ CHAPEL | $200,000 | |
| EPISCOPAL HIGH SCHOOL DONOR BOX DEPT 313 | ||||||||
| P O BOX 4346 | HOUSTON | TX | 77210 | N/A | PC | FUNDS FOR DONOR COLLECTION | $2,000 | |
| FRIENDS OF PUMPKIN PARK | ||||||||
| 3737 BUFFALO SPEEDWAY STE 200 | HOUSTON | TX | 77098 | N/A | PC | OPENING DOORS TO CHILDREN'S DREAMS" CAMPAIGN | $50,000 | |
| GIRL SCOUTS OF SAN JACINTO | ||||||||
| 3110 SW FWY | HOUSTON | TX | 77098 | N/A | PC | SUPPORT THE CAMPHER: EMPOWERING GIRLS IN NATURE CAMPAIGN | $25,000 | |
| GIRL SCOUTS OF SAN JACINTO | ||||||||
| 3110 SW FWY | HOUSTON | TX | 77098 | N/A | PC | SUPPORT THE CAMPHER: EMPOWERING GIRLS IN NATURE CAMPAIGN | $15,000 | |
| HERMANN PARK CONSERVANCY | ||||||||
| 1700 HERMAN DRIVE | HOUSTON | TX | 77004 | N/A | PC | SUPPORT ANNUAL ACTIVITIES, PROGRAMS AND SERVICES | $25,000 | |
| HOBBY CENTER FOR THE PERFORMING ARTS | ||||||||
| 800 BAGBY STE 300 | HOUSTON | TX | 77002 | N/A | PC | SUPPORT EXXONMOBIL DISCOVERY SERIES | $25,000 | |
| HOLOCAUST MUSEUM HOUSTON | ||||||||
| 5401 CAROLINE STREET | HOUSTON | TX | 77004 | N/A | PC | SUPPORT EDUCATOR IN MOTION PROGRAM IN 2023-2024 SCHOOL YEAR | $10,000 | |
| HOUSTON GRAND OPERA | ||||||||
| 510 PRESTON STREET | HOUSTON | TX | 77002 | N/A | PC | SUPPORT FREE PERFORMANCES OF MADAME BUTTERFLY AT MILLER OUTDOOR THEATRE | $10,000 | |
| JONES GRADUATE SCHOOL OF BUSINESS RICE UNIVERSITY | ||||||||
| 6100 MAIN ST MS 531 | HOUSTON | TX | 77005 | N/A | PC | CONSTRUCTION OF THE NEW BUSINESS SCHOOL BUILDING ON THE RICE UNIVERSITY CAMPUS | $100,000 | |
| JONES GRADUATE SCHOOL OF BUSINESS RICE UNIVERSITY | ||||||||
| 6100 MAIN ST MS 531 | HOUSTON | TX | 77005 | N/A | PC | SUPPORT THE CAPITAL CAMPAIGN & CONSTRUCTION OF THE NEW BUSINESS SCHOOL BUILDING ON THE RICE UNIVERSITY CAMPUS | $10,000 | |
| KIPP TEXAS - HOUSTON | ||||||||
| P O BOX 676765 | DALLAS | TX | 75267 | N/A | PC | SUPPORT KIPP FORWARD PROGRAMMING | $25,000 | |
| MENIL FOUNDATION INC THE MENIL COLLECTION | ||||||||
| 1533 SUL ROSS STREET | HOUSTON | TX | 77006 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| MENIL FOUNDATION INC THE MENIL COLLECTION | ||||||||
| 1533 SUL ROSS STREET | HOUSTON | TX | 77006 | N/A | PC | GENERAL OPERATIONS | $20,000 | |
| MONARCH SCHOOL | ||||||||
| 2815 ROSEFIELD DR | HOUSTON | TX | 77080 | N/A | PC | GENERAL OPERATIONS | $50,000 | |
| PERFORMING ARTS HOUSTON JESSE H JONES HALL | ||||||||
| 615 LOUISIANA ST STE 100 | HOUSTON | TX | 77002 | N/A | PC | SUPPORT ELDORADO BALLROOM'S ARTS EDUCATION & COMMUNITY ENGAGEMENT PROGRAMMING ELEMENTS | $25,000 | |
| SALVATION ARMY | ||||||||
| 1500 AUSTIN STREET | HOUSTON | TX | 77002 | N/A | PC | FUNDS TO BE USED TO COMPLETE THE RESTORATION PROJECT AT THE JONES FAMILY RESIDENCE | $50,000 | |
| ST LUKE'S UNITED METHODIST CHURCH | ||||||||
| P O BOX 22013 | HOUSTON | TX | 77227 | N/A | PC | FUNDS SHOULD BE DIRECTED TO THE AREA OF GREATEST NEED | $20,000 | |
| ST MARTIN'S EPISCOPAL CHURCH | ||||||||
| 717 SAGE ROAD | HOUSTON | TX | 77056 | N/A | PC | GENERAL OPERATIONS | $5,000 | |
| TEXAS CHILDREN'S HOSPITAL OFFICE OF PHILANTHROPY | ||||||||
| P O BOX 300630 | HOUSTON | TX | 77230 | N/A | PC | FUNDS DIRECTED TO THE DEPARTMENT OF SOCIAL WORK | $5,000 | |
| THE BRYAN MUSEUM | ||||||||
| 1315 21ST STREET | GALVESTON | TX | 77550 | N/A | PC | GENERAL OPERATIONS | $10,000 | |
| THE ENSEMBLE THEATRE | ||||||||
| 3535 MAIN STREET | HOUSTON | TX | 77002 | N/A | PC | GENERAL OPERATIONS | $30,000 | |
| THE UNIVERSITY OF ALABAMA OFFICE OF ADVANCEMENT SERVICES | ||||||||
| BOX 870101 | TUSCALOOSA | TX | 35487 | N/A | PC | FUNDS FOR THE UNIVERSITY OF ALABAMA'S COUNSELING CENTER STUDENT SUPPORT FUND | $5,000 | |
| THE UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| P O BOX 7458 | AUSTIN | TX | 78713 | N/A | PC | FUNDS FOR THE UT BEAUTIFICATION COUNCIL & SHOULD BE USED FOR THE OPERATIONS/MAINTENANCE OF THE STEDMAN GARDENS IN HONOR OF ELIZA STEDMAN | $20,000 | |
| THE UNIVERSITY OF TEXAS AT AUSTIN TEXAS DEVELOPMENT | ||||||||
| 1 UNIVERSITY STATION MAIL STOP | AUSTIN | TX | 78712 | N/A | PC | FUNDS TO SUPPORT THE BLANTON MUSEUM OF ART | $20,000 | A3000 |
| TIRR FOUNDATION | ||||||||
| 3355 WEST ALABAMA STE 950 | HOUSTON | TX | 77098 | N/A | PC | SUPPORT MISSION CONNECT RESEARCH IN 2024 | $100,000 | |
| TIRR FOUNDATION | ||||||||
| 3355 WEST ALABAMA STE 950 | HOUSTON | TX | 77098 | N/A | PC | SUPPORT MISSION CONNECT RESEARCH | $100,000 | |
| WRITERS IN AMERICA | ||||||||
| 1414 SUL ROSS STREET | HOUSTON | TX | 77006 | N/A | PC | FUNDS TO BE USED TO PROVIDE STUDENTS WITH HIGH-QUALITY ARTS EDUCATION AND EXPERIENCES DURING 2023-2024 | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,285,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,370,978 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,495 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,554,182 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,929,655 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,929,655 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX COMPLIANCE SERVICES | CategoryTxt |
| Amt | $8,424 | Amt |
| Net Investment Income | $4,212 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,212 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FAYEZ SECURITIES - BONDS | BondNm |
| EOY Book Value | $10,146,022 | EOYBookValueAmt |
| EOYFMV | $9,328,153 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB BANK FUND | $670,308 | $670,308 |
| FAYEZ SECURITIES | $54,235,441 | $82,166,584 |
| INVESTMENT - INVESTORS TREASURY | $226,747 | $226,747 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN FSCO QUATTRO | AT COST | $721,645 | $721,645 |
| INVESTMENT IN SAROFIM MULTIFAMILY | AT COST | $1,817,590 | $2,127,699 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $830 | $0 | $830 |
| DELIVERY SERVICE AND OTHER EXPENSES | $390 | $0 | $390 |
| BANK CHARGES | $50 | $50 | $0 |
| OTHER INVESTMENT EXPENSES | $2,669 | $2,669 | $0 |
| SAROFIM MULTIFAMILY INCOME FUND | $12,937 | $12,937 | $0 |
| FSCO QUATTRO | $23,028 | $23,028 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $4,495 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,495 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,495 | 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 | $324,635 | $324,635 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $57,537 | $57,537 | $0 |
| FEDERAL INCOME TAX | $75,819 | $0 | $0 |