ROBERT & JANICE MCNAIR FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT & JANICE MCNAIR FOUNDATION (EIN 76-6050185)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-06
- IRS object ID
- 201913109349101206
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-06T15:23:44-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CR STE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 766050185 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Robert and Janice McNair Foundation | BusinessNameLine1Txt |
| Business Name Line2 | d/b/a McNair Medical Institute | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DEBRA W STRAIT | InCareOfNm |
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 7133367884 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 N Post Oak Lane Suite 600 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANICE S MCNAIR | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 7133367840 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer D Rhoderick | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.1.154.40 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 79025520193105000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-06 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E69A19062A539C7D5D244220B26364D6489734F4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7315C00BE29A9560B77907C17904F76C1EADD5B3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $172,792,890 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $45,604,521 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $29,005 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29,005 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,054,079 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,054,079 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,331,568 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,357,635 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,331,568 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $1,344,283 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $52,019,173 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,414,652 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,344,283 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $214,725 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $214,725 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,838 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,838 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $23,890 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $33,545 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,005 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,005 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,317 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,159 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,440 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $357,127 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $235,770 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $121,516 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $146,722 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,606 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,524 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,644 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $30,508 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $410 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $410 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,615 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $335 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $58,010 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $822,293 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $250,870 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $485,521 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,328,929 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,328,929 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,151,222 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $250,870 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,814,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,867,951 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,163,782 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,344,283 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $661,855 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,476,708 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,476,708 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $19,032 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $19,032 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $176,445,408 | CorporateStockBOYAmt |
| Corporate Stock EOY | $169,297,110 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $169,297,110 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $40 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $40 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $177,107,263 | TotalAssetsBOYAmt |
| Total Assets EOY | $172,792,890 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $172,792,890 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $51,090 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,111 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $106,972 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $158,062 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,111 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,628,435 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,628,435 | CapitalStockEOYAmt |
| Retained Earning BOY | $175,320,766 | RetainedEarningBOYAmt |
| Retained Earning EOY | $171,153,344 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $176,949,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $172,781,779 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $177,107,263 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $172,792,890 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $176,949,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,867,951 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,344,283 | OtherIncreasesAmt |
| Subtotal | $212,161,435 | SubtotalAmt |
| Other Decreases | $39,379,656 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $172,781,779 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS #1315 | P | $49,869 | $56,115 | -$6,246 | -$6,246 |
| GOLDMAN SACHS #1315 | P | $870,665 | $684,427 | $186,238 | $186,238 |
| GOLDMAN SACHS #1315 | P | $1,273,651 | $225,537 | $1,048,114 | $1,048,114 |
| GOLDMAN SACHS #8517 | P | $163,450 | $59,988 | $103,462 | $103,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,331,568 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,246 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,731,103 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $134,495,862 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.139269 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,420,385 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $96,137,989 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.202005 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,028,950 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $89,141,753 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.213468 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,239,893 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $82,305,881 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.197311 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,892,933 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $72,348,069 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.164385 | DistributionYr5Rt |
| Total Distribution | 0.916438 | TotalDistributionRt |
| Average Distribution | 0.183288 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $163,288,610 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $29,928,843 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $61,638 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $29,990,481 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,814,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $123,276 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $123,276 | SubtotalAmt |
| Tax Based On Investment Income | $123,276 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $132,308 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $132,308 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $9,032 | OverpaymentAmt |
| Applied To ES Tax | $9,032 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.mcnairfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBRA W STRAIT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7133367840 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 N POST OAK LANE STE 600 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| Robert C McNair | ||||||||
| 109 N Post Oak Lane | Houston | TX | 77024 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| Janice S McNair | ||||||||
| 109 N Post Oak Lane | Houston | TX | 77024 | Trustee | 1.0 | $0 | $0 | $0 |
| Ruth McNair Smith | ||||||||
| 109 N Post Oak Lane | Houston | TX | 77024 | Trustee | 1.0 | $0 | $0 | $0 |
| Robert Cary McNair Jr | ||||||||
| 109 N Post Oak Lane | Houston | TX | 77024 | Trustee & MMI Manager / Pres. | 1.0 | $0 | $0 | $0 |
| Daniel Calhoun McNair | ||||||||
| 109 N Post Oak Lane | Houston | TX | 77024 | Trustee | 1.0 | $0 | $0 | $0 |
| Melissa Eileen McNair Reichert | ||||||||
| 109 N Post Oak Lane | Houston | TX | 77024 | Trustee | 1.0 | $0 | $0 | $0 |
| Cynthia Canevaro | ||||||||
| 109 N Post Oak Lane | Houston | TX | 77024 | Executive Director | 10.0 | $0 | $0 | $0 |
| Kristi Cooper | ||||||||
| 109 N Post Oak Lane | Houston | TX | 77024 | Executive Director | 40.0 | $214,725 | $29,449 | $7,265 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SNYDER CAPITAL MANAGEMENT LP | |||||
| 100 Spear Street Suite 1400 | SAN FRANCISCO | CA | 94105 | Investment Managers | $151,032 |
| The Reverend Dave Peterson | |||||
| 109 North Post Oak Lane Suite 600 | HOUSTON | TX | 77024 | 0 | $120,000 |
| Fayez Sarofim & Co | |||||
| PO Box 973701 | DALLAS | TX | 753973701 | 0 | $81,738 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PAIN MANAGEMENT & ADDICTION PREVENTION SYMPOSIUM WAS HELD ON JUNE 7-8, 2018 WITH APPROXIMATELY 35 ATTENDEES. | Description1Txt |
| Expenses1 | $26,462 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $165,230,556 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $544,683 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $165,775,239 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $165,775,239 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,486,629 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $163,288,610 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,164,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,164,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $123,276 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $123,276 | TotalTaxAmt |
| Distributable Before Adj | $8,041,155 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,344,283 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,385,438 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,385,438 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,814,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $17,814,450 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $17,814,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,385,438 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,254,321 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,254,205 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,576,038 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,764,544 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,186,570 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $62,035,678 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,814,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $9,385,438 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,429,012 | RemainingDistriFromCorpusAmt |
| Total Corpus | $70,464,690 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,254,321 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $62,210,369 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,254,205 | ExcessFromYear4Amt |
| Excess From Year3 | $14,576,038 | ExcessFromYear3Amt |
| Excess From Year2 | $14,764,544 | ExcessFromYear2Amt |
| Excess From Year1 | $12,186,570 | ExcessFromYear1Amt |
| Excess From Current Year | $8,429,012 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT JANICE MCNAIR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (134 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Cancer Society | ||||||||
| 6301 Richmond Ave | Houston | TX | 77057 | None | PC | Multi-year commitment in Jan. 2016 with Challenge Grant. One dollar for every two dollars raised from Feb 2015-Dec 2015, not to exceed $4 million. To be paid by five equal annual pmts of $800K starting Jan 2016 for Hope Lodge Houston, providing cancer patients & caregivers housing during treatment. | $800,000 | |
| Baker Ripley fka Neighborhood Centers | ||||||||
| PO Box 271389 | Houston | TX | 77277 | None | PC | Final payment toward new Baker-Ripley Community Center where students attend a charter school, parents enroll in English & skills training, children have a community health center, and a credit union is provided for savings. | $250,000 | |
| Baylor College of Medicine | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Support of 2018 Symposium created to focus on collaboration and sharing of research among physicians and scientific scholars conducting biomedical research in breast and pancreatic cancers, type 1 diabetes, and the neurosciences. | $22,000 | |
| Baylor College of Medicine Fund | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Annual support of scholarships for students and other groundbreaking work being done in education, research, patient care and community service. | $15,000 | |
| BCM-Dr Julie Tomolonis | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Baylor College of Medicine McNair MD/PhD Student Scholar, Dr. Julie Tomolonis - Graduate Program Support for Translational Biology and Molecular Medicine. | $74,000 | |
| BCM-Dr Chenghang Zong | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Dr. Chenghang Zong, a designated McNair Scholar at Baylor College of Medicine, focuses on pancreatic cancer in particular with wide application to tumor-related research. | $100,000 | |
| BCM-Dr Erez L Aiden | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Dr. Erez L. Aiden, a designated McNair Scholar at Baylor College of Medicine,continues to develop powerful new technologies and methods for interrogating genomes in three dimensions. | $200,000 | |
| BCM-Dr Koen Venken | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Dr. Koen Venken, a designated McNair Scholar at Baylor College of Medicine, focuses on the development of cutting edge molecular genetics and genomic technologies to identify new cancer genes that can be targeted for novel therapies. | $50,000 | |
| BCM-Dr Massimo Pietropaolo | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Dr. Massimo Pietropaolo, a designated McNair Scholar at Baylor College of Medicine, is pursuing research in the area of juvenile diabetes. | $100,000 | |
| BCM-Dr Matthew J Ellis | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Dr. Matthew J. Ellis, a designated McNair Scholar at Baylor College of Medicine, is a researcher of the molecular profiling of breast cancer. | $100,000 | |
| BCM-Dr Bing Zhang | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | None | PC | Dr. Bing Zhang, a designated McNair Scholar at Baylor College of Medicine, focuses on research to use proteogenomics and multi-omics data to better understand cancer biology and to improve cancer care. | $500,000 | |
| BCM-Dr Melissa L Bondy | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | As part of the McNair Scholar Program at Baylor College of Medicine, Dr. Melissa L. Bondy was awarded a scholarship for research in brain and breast cancers. | $100,000 | |
| BCM-Dr Malgorzata Borowiak | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Dr. Borowiak, a designated McNair Scholar at Baylor College of Medicine, is pursuing research in the area of juvenile diabetes. | $100,000 | |
| BCM-Dr Mohit Khera | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Support Dr. Mohit Khera's Laboratory for Andrology Research at Baylor College of Medicine. | $125,000 | |
| BCM-Dr Nuo Li | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Dr. Nuo Li, a designated McNair Scholar at Baylor College of Medicine, focuses on research aimed at understanding the neural circuits involved in the planning and execution of voluntary movements to develop a platform in which abnormalities in brain circuits underlying cognitive disorders could be quantitatively examined. | $250,000 | |
| BCM-Dr Russell Ray | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Dr. Russell Ray, a designated McNair Scholar at Baylor College of Medicine, focuses on neuroscience and more specifically addiction, learning, and memory biochemistry. | $100,000 | |
| BCM-Dr Sameer Sheth | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | None | PC | Dr. Sameer Sheth, a designated McNair Scholar at Baylor College of Medicine, will focus on research to understand how individual neurons communicate within brain circuits for treating patients with neurological and psychiatric disorders. | $1,000,000 | |
| BCM-Dr Trey Westbrook | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | None | PC | Dr. Trey Westboork, a designated McNair Scholar at Baylor College of Medicine, focuses on discovering the genes and mechanisms that drive breast cancer and developing the next generation of cancer medicines. | $500,000 | |
| BCM-Dr Xaq Pitkow | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Dr. Xaq Pitkow, a designated McNair Scholar at Baylor College of Medicine,focuses on vision and how the brain transforms low-level visual features into higher-level representations of object properties. | $50,000 | |
| BCM-Dr Xiang Zhang | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | As part of the McNair Scholars Program at Baylor College of Medicine, Dr. Xiang Zhang was awarded a scholarship for research in breast cancer. | $100,000 | |
| BCM-Susan L Hamilton PhD | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | None | PC | 2/3 payments toward grant in the total amount of $600,000 to fund a study to assess the ability of moderate intensity exercise and exercise mimetics to promote healthy aging by preventing decline in immune functions, muscle strength, bone density and cognitive abilities. | $195,638 | |
| BCM-Drs Julie Tomolonis and Linda Zhang | ||||||||
| One Baylor Plaza MS BCM 160 | Houston | TX | 77030 | NONE | PC | Support toward Drs. Tomolonis and Zhang, McNair PhD Scholars at Baylor College of Medicine, research project regarding Immunology and Endocrinology | $49,760 | |
| BCM-McNair MDPhD Scholar Support | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | One of the foundation's endowments is this effort which provides scholarships to combined MD/PhD program students. | $327,759 | |
| BCM-Dr Francois St-Pierre | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Dr. Francois St-Pierre, a designated McNair Scholar at Baylor College of Medicine, will build on his previous team's development of fluorescent protein sensors that respond to voltage changes that occur when neurons are communicating, improving performance to image deeper, less accessible brain areas. | $250,000 | |
| Big Brothers Big Sisters | ||||||||
| 1003 Washington Avenue | Houston | TX | 77002 | NONE | PC | 2/5 toward BBBS Capital Campaign | $50,000 | |
| Bridges to Life | ||||||||
| PO Box 570895 | Houston | TX | 77257 | None | PC | Funds in support of mission to connect communities to prisons to reduce the recidivism rate, reduce the number of crime victims, and enhance public safety, and to minister to victims and offenders in an effort to show them the transforming power of God's love and forgiveness. | $25,000 | |
| Brookwood Community | ||||||||
| 1752 FM 1489 | Brookshire | TX | 77423 | None | PC | 1/5 payments toward Brookwood Community Citizen Scholarships, | $100,000 | |
| Camp Blessing Texas - Build a Blessing | ||||||||
| 9402 Palestine Road | Brenham | TX | 77833 | NONE | PC | 2/5 payments toward Capital Campaign to support camping ministry for children, youth, and adults with special needs. | $200,000 | |
| Columbia College | ||||||||
| 1301 Columbia College Drive | Columbia | SC | 29203 | None | PC | Support for the McNair Center for Entrepreneurism at Columbia College. | $200,000 | |
| Columbia College | ||||||||
| 1301 Columbia College Drive | Columbia | SC | 29203 | None | PC | McNair scholarship funds for deserving students. | $425,939 | |
| Crime Stoppers | ||||||||
| PO Box 541654 | Houston | TX | 77254 | None | PC | Support toward mission to solve and prevent crime in the Greater Houston area in partnership with citizens, media and criminal justice system. | $5,000 | |
| Dr Marnie Rose Foundation | ||||||||
| 4545 Bissonnet Street Suite 112 | Bellaire | TX | 77401 | None | PC | Support toward eradicating brain cancer through the funding of research at The University of Texas MD Anderson Cancer Center and to better the lives of brave young patients so dear to Marnie's heart at Children's Memorial Hermann Hospital. | $10,000 | |
| Easter Seals of Greater Houston | ||||||||
| 4888 Loop Central Drive Suite 200 | Houston | TX | 77081 | None | PC | Support of programs that focus on helping people achieve their highlest level of physical, cognitive, and social health regardless of age or type of disability. | $50,000 | |
| Epilepsy Foundation Texas | ||||||||
| 2401 Fountain View Drive Suite 900 | Houston | TX | 77057 | None | PC | Annual camping program support for 300 children to attend special camp giving them the opportunity to build friendships with other kids fighting epilepsy. | $10,000 | |
| Girl Scouts of San Jacinto Council | ||||||||
| 3110 SOUTHWEST FREEWAY | HOUSTON | TX | 77098 | NONE | PC | Support of mission to build girls of courage, confidence, and character to make the world a better place. | $35,000 | |
| Glenwood Cemetery Historic Preservation Foundation | ||||||||
| 2525 Washington Avenue | Houston | TX | 77007 | None | PC | Support of mission to preserve and restore historic cemetery. | $5,000 | |
| Good Samaritan Foundation | ||||||||
| 3262 Westheimer Road Suite 764 | Houston | TX | 77098 | None | PC | Support of the Charitable Golf Tournament, an annual fund raiser supporting scholarships to deserving and dedicated Texas students, and supporting excellence in nursing from education to practice. | $10,000 | |
| Goodwill Industries of Houston | ||||||||
| 1140 West Loop North | Houston | TX | 77055 | None | PC | Support toward mission of providing education, training, and job opportunities to people with disabilities and other barriers to employment, improving lives of individual, families, and communities. | $50,000 | |
| Hillsdale College | ||||||||
| 33 East College Street | Hillsdale | MI | 49242 | None | PC | Funds toward support of mission to furnish all persons who wish a literary and scientific education combined with moral and social instruction as will best develop the minds and improve the hearts of its pupils 2/5 | $100,000 | |
| Home Encouragement Ministries | ||||||||
| 29910 Commercial Center Blvd Suite | Katy | TX | 77494 | None | PC | Funds in support of programs to help Houston marriages become important again to families and communities, scholarships for couples needing assistance. | $5,000 | |
| Houston Grand Opera | ||||||||
| 510 Preston St | Houston | TX | 77002 | None | PC | Support toward vision to inspire opera's future and advance the operatic art to serve an ever-evolving audience. | $200,000 | |
| Houston Parks Board | ||||||||
| 300 N Post Oak Lane | Houston | TX | 77024 | None | PC | Fifth and final pledge payment to support enhancment of Houston public parks. | $200,000 | |
| Houston Police Foundation | ||||||||
| 1200 Travis St | Houston | TX | 77002 | None | PC | Support of Adopt A Horse Program providing equipment necessary to the Houston Police Department. | $15,000 | |
| Houston Public Library Foundation | ||||||||
| 500 McKinney | Houston | TX | 77002 | None | PC | 3/5 contributions to establish Barbara Bush Literacy Plaza honoring Mrs. Bush and becoming the physical focal point for literacy in Houston. | $100,000 | |
| Houston Public Media Foundation | ||||||||
| PO Box 3626 | Houston | TX | 77253 | None | PC | Grant in support of educational children's programming to expand minds and possibilities with trusted information and quality entertainment. | $10,000 | |
| Houston Zoo | ||||||||
| 1513 Cambridge Street | Houston | TX | 77030 | None | PC | Final pledge payment to support the Houston Zoo's gorilla exhibit in the second phase of the Houston Zoo's African Forest. | $400,000 | |
| Houston Zoo - McNair Asian Elephant Expansion | ||||||||
| 1513 Cambridge Street | Houston | TX | 77030 | None | PC | Third payment of $2.5MM pledge to support the McNair Asian Elephant Habitat. | $500,000 | |
| I Am Waters Foundation | ||||||||
| 3262 Westheimer Road Box 229 | Houston | TX | 77098 | None | PC | Support delivery of bottled water to individuals who lack access to clean, safe drinking water on a regular basis in Texas, Louisiana, Oklahoma, Arkansas, New York City, and Washington D.C. | $10,000 | |
| Inspire Women | ||||||||
| 1415 S Voss Rd 110-516 | Houston | TX | 77057 | None | PC | Funds toward mission to provide biblical resources to inspire, affirm and continue a passion in women of all ethnicities, denominations and economic levels to live at their God given potential by aligning their unique giftedness, influence and background with God's character and purpose in this communities and the world. | $10,000 | |
| Intercollegiate Studies Institute | ||||||||
| FM Kirby Campus | Wilmington | DE | 198071938 | None | PC | Funds toward mission to inspire college students to discover, embrace and advance the principles and virtues that make America free and prosperous. | $50,000 | 3901 Centerville Road |
| Interfaith Ministries for Greater Houston | ||||||||
| 3303 Main Street | Houston | TX | 77002 | None | PC | Funds in support of Meals on Wheels program. | $15,000 | |
| Junior Achievement of Southeast Texas Inc | ||||||||
| 2115 East Governors Circle | Houston | TX | 77092 | NONE | PC | Support of student programs with activity-based learning experiences that enable students to develop practical skills and the outlook needed to meet their futures with confidence. | $5,000 | |
| Katy Prairie Conservancy | ||||||||
| 5615 Kirby Drive Ste 867 | Houston | TX | 77005 | None | PC | Funds in support of non-profit land trust comitted to protecting a sustainable portion of the Katy Prairie for the benefit of its wildlife and all Texans forever. | $5,000 | |
| Kiawah Conservancy | ||||||||
| 80 Kestrel Ct | Kiawah Island | SC | 29455 | None | PC | Support towards providing the vision, leadership and resources necessary to preserve and enhance Kiawah Island's unique balance of nature and development. | $1,000 | |
| KIPP Houston | ||||||||
| 10711 Kipp Way | Houston | TX | 77099 | None | PC | Contribution supporting mission to educate students with the academic and character skills necessary to thrive in and graduate from college, positively impact their communities, and lead choice-filled lives. | $50,000 | |
| KSBJ Education Foundation Inc | ||||||||
| 1722 Treble Drive | Humble | TX | 77338 | NONE | PC | 2/5 payments supporting NGEN signal acquisition, a full powered FM station offering Christian music created to reach the millennial generation | $100,000 | |
| Loving Houston Inc | ||||||||
| 12610 Marshall Drive | Magnolia | TX | 77354 | None | PC | 2/3 payments to advance community transformation throughout Greater Houston by helping churches serve local schools. | $50,000 | Suite 102 |
| Luis Palau Association | ||||||||
| PO Box 50 | Portland | OR | 97207 | None | PC | Support toward mission of committment to proclaim the Good News, uniting the Church, and impacting cities worldwide. | $50,000 | |
| Malachi Destiny & Purpose | ||||||||
| PO Box 14012 | Houston | TX | 77221 | None | PC | Funds toward outreach to inner-city disadvantaged families. | $20,000 | |
| Manhattan Institute for Policy Research | ||||||||
| 52 Vanderbilt Ave | New York | NY | 10017 | None | PC | Support of the Adam Smith Society chapter at the Rice University Jones Graduate School of Business. | $25,000 | |
| MD Anderson - McNair Scholar | ||||||||
| MD Anderson Hospital | Houston | TX | 77030 | None | PC | To fund research done by Dr. Cullen Taniguchi, designated McNair Scholar at University of Texas MD Anderson Cancer Center, in the area of pancreatic cancer. | $125,000 | |
| Memorial Park Conservancy | ||||||||
| 7575 North Picnic Lane | Houston | TX | 77007 | NONE | PC | Funds toward mission to preserve, restore, and enhance Memorial Park for the enjoyment of all Houstonians, today and tomorrow. | $10,000 | |
| Mission of Yahweh | ||||||||
| 10247 Algiers | Houston | TX | 77041 | None | PC | Support of mission to empower clients by providing basic life skills, education, job readiness, and spiritual enrichment. | $10,000 | |
| The Museum of Fine Arts Houston | ||||||||
| PO Box 6826 | Houston | TX | 77265 | None | PC | Support of Bayou Bend Garden Party, annual fund raising event to continue mission of dedication to excellence in collecting, exhibiting, preserving, conserving and interpreting art for all people. | $10,000 | |
| Neuhaus Education Center | ||||||||
| 4433 Bissonnet | Bellaire | TX | 77401 | None | PC | Support for mission dedicated to promoting reading success and promoting professional learning to educators, resources and support to parents, and direct services to adult learners. | $15,000 | |
| Northwood University | ||||||||
| 4000 Whiting Drive | Midland | MI | 48640 | None | PC | Support of the McNair Center for the Advancement of Free Enterprise and Entrepreneurship at Northwood University. | $200,000 | |
| Pathways for Little Feet | ||||||||
| 9 Greenway Plaza Suite 3150 | Houston | TX | 77046 | None | PC | Support toward mission of providing sustainable care for orphaned children. | $5,000 | |
| Phi Beta Kappa Alumni of Greater Houston | ||||||||
| PO Box 25283 | Houston | TX | 77265 | None | PC | Contribution to annual scholarship awards dinner which furthers objective of encouragement of scholastic excellence in Houston area high schools by awarding scholarships to an outstanding student from each of the seventy-six area high schools. | $5,000 | |
| Prayers of the People | ||||||||
| 1110 Lovett Boulevard Suite 100 | Houston | TX | 77006 | NONE | PC | Funds to support mission to fulfill the spiritual care of patients, families, and healthcare professionals in hospitals. | $5,000 | |
| Prison Entrepreneurship Program | ||||||||
| 4140 Directors Row Suite B | Houston | TX | 77292 | None | PC | Support of mission to unite executives and inmates through entrepreneurial passion and servant leadership to transform lives, restore families, and rebuild communities. | $5,000 | |
| Recipe for Success Foundation | ||||||||
| PO Box 56405 | Houston | TX | 77256 | None | PC | Support toward mission to combat childhood obesity by changing the way children understand, appreciate, and eat their food. | $10,000 | |
| Rice Univ - Baker Institute | ||||||||
| PO Box 1892 | Houston | TX | 77251 | None | PC | Support toward gala benefitting Rice University-Baker Institute for Public Policy, a premier nonpartisan public policy think tank. | $100,000 | |
| Rice University - MCE | ||||||||
| 6100 S Main St MS-40 | Houston | TX | 77005 | None | PC | Funds supporting the McNair Center for Entrepreneurship and Innovation. | $400,000 | |
| Rice University - McNair Scholars | ||||||||
| PO Box 1892 | Houston | TX | 77251 | None | PC | Ongoing commitment to two McNair Scholars each year at $50,ooo each in the Jones Graduate School of Business | $100,000 | |
| Rice Univ-Summer Business Institute | ||||||||
| 6100 Main Street | Houston | TX | 77005 | None | PC | Support of 2018 Rice Summer Business Institute, an educational enrichment program enabling a selected group of high school students from moderate and low-income communities to broaden their educationl and career aspirations, as well as help them develop into diverse business leaders for Houston's future. | $10,000 | |
| Salvation Army Greater Houston Area Command | ||||||||
| 1500 Austin Street | Houston | TX | 77002 | None | PC | Support to The Salvation Army's Boys & Girls Club Programs, an ongoing tutoring program that builds character and self-confidence, and instills a sense of belonging, competence, usefulness and influence. | $25,000 | |
| Scripture Awakening | ||||||||
| 512 North Grove Street Suite 202 | Hendersonville | NC | 28792 | NONE | PC | Support of mission to awaken the world to the power of God's word by providing resources which encourage people to read, study and live the bible. | $150,000 | |
| Sigma Chi Foundation | ||||||||
| 17114 Hinman Ave | Evanston | IL | 60201 | None | PC | Contribution to the mission of providing faithful stewardship and engaging in exemplary ethical practices in support of Sigma Chi and leadership development. | $125,000 | |
| SIRE | ||||||||
| 24161 Spring Dr | Hockley | TX | 77447 | None | PC | Funds to support mission to improve the quality of life for people with special needs through therapeutic horsemanship activities and therapies, and educational outreach. | $5,000 | |
| Small Steps Nurturing Center | ||||||||
| 2902 Jensen Drive | Houston | TX | 77026 | None | PC | Support of mission to provide exemplary early childhood program to instill and foster the social, emotional, physical, intellectual, and spiritual growth of economically at-risk children and their families. | $10,000 | |
| Souper Bowl of Caring | ||||||||
| 6260 Westpark Drive Suite 260 | Houston | TX | 77057 | None | PC | Annual support of Tackle Hunger Luncheon which raises funds in support of national program that empowers youth, unites communities, and inspires all people to care for those who are hungry and hurting. | $35,000 | |
| South Carolina Aquarium | ||||||||
| 100 Aquarium Wharf | Charleston | SC | 29401 | NONE | PC | 2/5 payment towards launching The McNair Center for Sea Turtle Conservation and Research at the South Carolina Aquarium. to improve ability to save sick and injured sea turtles. | $100,000 | |
| Stages Repertory Theatre | ||||||||
| 3201 Allen Parkway Suite 101 | Houston | TX | 77019 | None | PC | Support of mission to advance theatre and enliven community to make a more vibrant Houston. | $20,000 | |
| Star of Hope Mission - Cornerstone | ||||||||
| 6897 Ardmore | Houston | TX | 77054 | None | PC | 1/5 payment towards Cornerstone Community serving Houston homeless. | $200,000 | |
| Star of Hope Mission - Family PlaceCornerstone | ||||||||
| 6897 Ardmore St | Houston | TX | 77054 | None | PC | 5/5 payment for construction and land purchase for Family Place, for Houston's homeless families. | $200,000 | |
| Teach for America - Houston | ||||||||
| 2 Greenway Plaza Suite 500 | Houston | TX | 77046 | None | PC | Funds to support mission to grow and strengthen leadership force in Houston by improving educational opportunities for all children with an investment of $100,000 a year for the next three years - 1 of 3 | $100,000 | |
| Texas Education Works dba Western Academy | ||||||||
| 1511 Butlercrest St | Houston | TX | 77080 | None | PC | Support of scholarship program for economically disadvantaged students. | $50,000 | |
| The Prayer Institute | ||||||||
| 6011 West Orem | Houston | TX | 77085 | None | PC | Support of mission to pray effective, efficacious prayers that will produce God's plans on earth and to build an army of praying believers who will position themselves as watchmen for our world, establish a kingdom of God on earth as he has purposed it in heaven, and destroy the strategies and assigments of the devil. | $25,000 | |
| Therapy Pet Pals | ||||||||
| 3930 Bee Caves Road Suite C | W Lake Hills | TX | 78746 | None | PC | Funds supporting mission of pet visitation to nursing homes. | $5,000 | |
| United Way of Greater Houston | ||||||||
| PO Box 3247 | Houston | TX | 77253 | None | PC | Funds to support mission to engage caring people to improve lives and build a stronger community, | $250,000 | |
| United Way of Greater Houston-Capital Campaign | ||||||||
| PO Box 3247 | Houston | TX | 77253 | None | PC | Funds toward Capital Campaign supporting the 2-1-1 Texas/United Way HELPLINE | $200,000 | |
| USC Educational Foundation | ||||||||
| 1027 Barnwell Street | Columbia | SC | 29208 | None | PC | Support to Columbia-Athletics Football Facilities Enchancement Fund. | $1,000,000 | |
| University of South Carolina - McNair Scholar | ||||||||
| Office of Gift Processing | Columbia | SC | 29208 | None | PC | Support toward Columbia-Carolina Scholar, McNair Scholars Fund. | $1,500,000 | 1027 Barnwell Street |
| Memorial Hermann Foundation | ||||||||
| 929 Gessner Suite 2600 | Houston | TX | 77024 | None | PC | Support toward annual Gala benefiting Memorial Hermann Trauma and Critical Care Services which include Life Flight, Emergency Medicine, and TIRR MEmorial Hermann. | $100,000 | |
| Shriners Hospital for Children - Houston | ||||||||
| 6977 Main Street | Houston | TX | 77030 | None | PC | Support toward mission to provide the highest quality care to children with neuromusculoskeletal conditions, burn injuries and other special healthcare needs within a compassionate, family-centered and collaborative care environment - 1 of 3 | $33,333 | |
| St Jude Children's Research Hospital | ||||||||
| 1460 Sheridan Street 16D | Hollywood | FL | 33020 | None | PC | Support toward annual Legends for Charity event, honoring Tony Dungy, benefiting St. Jude Children's Research Hospital to advance cures, and means of prevention, for pediatric catastrophic disease through research and treatment. No child is denied treatment based on race, religion or a family's ability to pay. | $10,000 | |
| Friends of the Texas Historical Commission | ||||||||
| PO Box 13497 | Austin | TX | 78711 | None | PC | Support toward mission to protect and preserve Texas' cultural resources, and preserve and share "the real places that tell the real stories". | $250,000 | |
| Houston Ballet | ||||||||
| 601 Preston Street | Houston | TX | 77002 | None | PC | Support of mission to inspire a lasting love and appreciation for dance through artistic excellence, exhilarating performances, innovative choreography and superb educational programs - 1/3 | $5,000 | |
| The Museum of Fine Arts Houston | ||||||||
| PO Box 6826 | Houston | TX | 77265 | None | PC | Contribution to Campaign for the MFAH Campus. | $1,000,000 | |
| Moving Picture Institute | ||||||||
| 375 Greenwich St | New York | NY | 10013 | None | PC | Support toward modern-media production house and talent incubator that creates and supports high-impact film and video content designed to entertain, inspire, and educate audiences with captivating stories about human freedom. | $5,000 | |
| The National WWII Museum | ||||||||
| 945 Magazine Street | New Orleans | LA | 701303813 | None | PC | Support of mission to collect and preserve oral histories, documents, diaries, artifacts, etc. from the World War II years. | $10,000 | |
| Texas State History Museum Foundation | ||||||||
| PO Box 12456 | Austin | TX | 78711 | None | PC | Support of annual fund raiser event, Texas Independence Day Dinner, supporting the Bullock Texas State History Museum and its innovative educational programs. | $25,000 | |
| The Briarwood School | ||||||||
| 12207 Whittington Drive | Houston | TX | 77077 | None | PC | Funds to Tuition Assistance Program in support of mission to enable and empower students with diagnosed learning differences and intellectual disabilities to reach their maximum potential academically, socially, emotionally and physically. | $25,000 | |
| Children at Risk | ||||||||
| 2900 Weslayan St Suite 400 | Houston | TX | 77027 | None | PC | Funding toward mission to serve as a catalyst for change to improve the quality of life for children through strategic research, public policy analysis, education, collaboration and advocacy. | $125,000 | |
| Duchesne Academy of the Sacred Heart | ||||||||
| 10202 Memorial Drive | Houston | TX | 77024 | None | Funds toward the mission to inspire and prepare young women to engage in lifelong pursuit of their faith in God, intellectual vitality, social awareness and action, building of community and personal growth, in the living tradition of Sacred Heart education. | $50,000 | ||
| Institute for Humane Studies-George Mason Univ | ||||||||
| 3434 Washington Blvd MS 1C5 | Arlington | VA | 22201 | None | PC | Funds toward mission to support the achievement of a freer society by discovering and facilitating the development of talented students, scholars, and other intellectuals who share an interest in liberty and in advancing the principles and practice of freedom. | $10,000 | |
| Isothermal Community College | ||||||||
| PO Box 804 | Spindale | NC | 28160 | None | PC | Funds toward purpose to improve life through learning by providing innovative, affordable educational programs and offering opportunities for personal, professional, economic, and cultural development. | $100,000 | |
| Lees-McRae College | ||||||||
| PO Box 128 | Banner Elk | NC | 28604 | None | PC | Funds supporting purpose of providing a ministry of education and service to diverse populations 1/5. | $100,000 | |
| National Council for Community and Education Ptrs | ||||||||
| 1331 H ST W Suite 900 | Washington | DC | 20005 | None | PC | Support toward mission to increase access to higher education for low-income students. | $150,000 | |
| Newspring | ||||||||
| 8945 Long Point Suite 100 | Houston | TX | 77055 | None | PC | Funds toward mission to inspire at-risk populations in Spring Branch to define and achieve a bright economic future, create a community where families are not constantly on the move, where students stay in the same school and establish roots. | $15,000 | |
| The Stacy and Bo Porter SELF Foundation | ||||||||
| 1900 West Loop S Suite 1300 | Houston | TX | 77027 | None | PC | Funds toward support of mission to provide and support programs that are dedicated to improving and impacting the lives of others through Sports, Education, Life-Skills and Faith. | $25,000 | |
| Pro-Vision | ||||||||
| 4590 Wilmington Street | Houston | TX | 77054 | None | PC | Support of Urban Farm Expansion program and furthering the mission in bettering the young boys and girls in the Sunnyside community of Houston, TX. | $450,000 | |
| USC - McNair Center | ||||||||
| 1027 Barnwell Street | Columbia | SC | 29208 | None | PC | Support to Columbia - Administration, McNair Center for the Study of the American Economy at USC. | $400,000 | |
| Wayland Baptist University | ||||||||
| 1900 W 7th St | Plainview | TX | 79072 | None | PC | Support of program: Impact 2020-Math and Science and mission to educate students in an academically challenging, learning-focused and distinctively christian environment for professional success and service to God and humankind. | $5,000 | |
| Discovery Green Conservancy | ||||||||
| 1500 McKinney St | Houston | TX | 77010 | None | PC | Funds toward mission to operate an urban park that serves as a village green, a source of health and happiness for our citizens, and a window into the diverse talents and traditions that enrich lives in Houston. | $50,000 | |
| Houston Botanic Garden | ||||||||
| 3701 Kirby Dr Ste 992 | Houston | TX | 77098 | None | PC | Funds to further mission to enrich life through discovery, education, and the conservation of plants and the natural environment - 1 of 3. | $100,000 | |
| Houston Golf Association | ||||||||
| 5810 Wilson Road Suite 112 | Humble | TX | 77396 | None | PC | Funds for campaign to restore the state's oldest, continuously played 18-hole golf course, economic growth by Houston's historic East End, and youth education through the game of golf - 1 of 5. 5 | $100,000 | |
| Houston Wilderness | ||||||||
| 550 Westcott Street Suite 305 | Houston | TX | 77007 | None | PC | Support of mission to bring together a broad-based alliance of business, environmental and goverment interests that act in concert to protect, preserve, and promote the unique biodiversity of the region's precious remaining ecologial capital. | $20,000 | |
| Fuller Theological Seminary | ||||||||
| 135 N Oakland Avenue | Pasadena | CA | 91101 | None | PC | Support of Seminary school of religious learning that prepares students for a wide variety of Christian vocations through its schools of Theology, Psychology and Intercultural Studies. | $162,500 | |
| Presbyterian School | ||||||||
| 5300 Main Street | Houston | TX | 77004 | None | PC | Funds toward Capital Campaign, Make Room for the Future, in support of mission that children should be educated in an environment integrating the three major institutions in their lives, Family, School, Church. | $100,000 | |
| Our Lady of Mercy Community Outreach Srvs | ||||||||
| PO Box 607 | Johns Island | SC | 29457 | None | PC | Support of annual fund raiser toward mission to encourage and support self-sufficiency and self-worth for people in need in our community through education, wellness, and outreach services. | $1,000 | |
| The Philanthropy Roundtable | ||||||||
| 1120 20th Street NW Suite 550 Sout | Washington | DC | 20036 | None | PC | Funds in support of mission to foster excellence in philanthropy, to protect philanthropic freedom, to assist donors in achieving their philanthropic intent, and to help donors advance liberty, opportunity, and personal responsibility in America and abroad. | $1,000 | |
| The Workfaith Connection | ||||||||
| 4555 Dacoma Suite 200 | Houston | TX | 77092 | None | PC | Support of mission to help people in transition build a new life through work and faith, encourage disadvantaged job seekers in their hope for a better future, equip them with the skills and beliefs to gain employment and lead healthy, productive and spiritually rich lives. | $10,000 | |
| Brookwood Community | ||||||||
| 1752 FM 1489 | Brookshire | TX | 77423 | None | PC | Support of Capital Campaign funding to improve the lives and enhance the futures of individuals with neurological, cognitive and motor impairments, as well as the lives of their families and communities. | $200,000 | |
| CanCare Inc | ||||||||
| 9575 Katy Freeway Suite 428 | Houston | TX | 77024 | None | PC | Support of mission to improve the quality of life for cancer patients and their families. | $25,000 | |
| Citizens for Animal Protection | ||||||||
| 17555 Katy Freeway | Houston | TX | 77094 | None | PC | Support toward mission of sheltering, rescuing, and placing homeless animals; advocating respect and compassion for animal life; providing humane education to develop an aware and responsive community. | $5,000 | |
| Covenant House | ||||||||
| 1111 Lovett Blvd | Houston | TX | 77006 | None | PC | Support of mission to serve homeless youth by providing shelter, food, and comfort. | $15,000 | |
| Houston Food Bank | ||||||||
| 535 Portwall Street | Houston | TX | 77029 | None | PC | Support toward mission to be a solution to both hunger and food waste; distribution of meals, fresh produce, meat and nonperishables; rescue food before it reaches landfills through Retail Pickup Program. | $100,000 | |
| Mexican Institute of Greater Houston | ||||||||
| 4601 Caroline Street | Houston | TX | 77004 | None | PC | Support of mission to enrich the lives of Hispanics through education providing basic computer technology for adults, mostly members of the workforce who belong to underserved minority communities. | $15,000 | |
| Houston reVision | ||||||||
| 6856 Bellaire Blvd | Houston | TX | 77074 | None | PC | Support of mission to leverage the power of kinship community by connecting kids on the edge with mentors, positive peers and life-changing resources. | $10,000 | |
| Southeastern Guide Dogs | ||||||||
| 4210 77th Street East | Palmetto | FL | 34221 | None | PC | Support to mission to transform lives by creating and nurturing extraordinary partnerships between people and dogs. | $10,000 | |
| Sunshine Kids | ||||||||
| 2814 Virginia Street | Houston | TX | 77098 | None | PC | Support of Local Activities Program to add quality of life to children living with cancer by providing them with exciting, positive group activities. | $10,000 | |
| Unicef USA | ||||||||
| 520 Post Oak Blvd Suite 280 | Houston | TX | 77027 | None | PC | Support mission to work for the survival, protection and development of children worldwide through fundraising, advocacy and education. | $25,000 | |
| Women's Fund | ||||||||
| 5433 Westheimer Suite 924 | Houston | TX | 77056 | None | PC | Support of mission to provide Houston-area women and girls with the tools they need to become advocates for their health. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,328,929 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,005 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,054,079 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,331,568 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,414,652 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,414,652 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Robert C McNair | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 N Post Oak Lane Ste 600 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $45,604,521 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,317 | Amt |
| Net Investment Income | $2,159 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,440 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (3 entries)
| ExplanationExplanationTxt |
|---|
| SNYDER CAPITAL MANAGEMENT LP |
| SNYDER CAPITAL IS A SMALL CAP EQUITY MANAGER FOR THE FOUNDATION. |
| The Reverend Dave Peterson |
| THE REVEREND DAVE PETERSON HAS BEEN ENGAGED TO CONDUCT THE FOUNDATION'S COMMUNITY OUTREACH PROGRAM. THE PURPOSE OF THE PROGRAM IS TO BETTER PREPARE YOUTH THROUGH EDUCATIONAL MEANS FOR PRODUCTIVE AND ENRICHED LIVES WITH RESPECT TO WORK, FAMILY, AND SERVICE TO OTHERS. |
| Fayez Sarofim Co |
| FAYEZ SAROFIM & CO. IS A SMALL CAP EQUITY MANAGER FOR THE FOUNDATION. |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FAYEZ SAROFIM EQUITIES-SEE ATT | $32,824,919 | $32,824,919 |
| EXXONMOBIL CORPORATION | $9,231,563 | $9,231,563 |
| PHILIP MORRIS INTL INC | $21,406,127 | $21,406,127 |
| SNYDER CAPITAL EQUITIES-SEE AT | $17,984,336 | $17,984,336 |
| KINDER MORGAN MGMNT LLC | $2,700,267 | $2,700,267 |
| WEATHERFORD INTL INC | $205,304 | $205,304 |
| GOLDMAN SACHS & CO MMA | $30,275,127 | $30,275,127 |
| FMC TECHNOLOGIES INC | $156,640 | $156,640 |
| PLAINS GP HOLDINGS LP | $2,777,639 | $2,777,639 |
| ALTRIA GROUP INC | $37,867,313 | $37,867,313 |
| CAMDEN PROPERTY TRUST STOCK | $13,867,875 | $13,867,875 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,005 | LegalFeesAmt |
| Disbursements Charitable Prps | $7,005 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (17 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BCM MCNAIR SCHOLARS PROGRAM | $10,478,597 | $8,171,263 | $8,171,263 |
| CC MCNAIR SCHOLARS PROGRAM | $10,337,683 | $8,078,358 | $8,078,358 |
| USC MCNAIR SCHOLARS PROGRAM | $21,451,613 | $17,705,554 | $17,705,554 |
| TEXAS HEART INST MCNAIR SCHOL | $2,785,851 | $2,280,905 | $2,280,905 |
| MD ANDERSON MCNAIR SCHOLARS PR | $2,924,852 | $2,281,555 | $2,281,555 |
| MENNINGER CLINIC MCNAIR SCHOL | $3,020,824 | $2,473,288 | $2,473,288 |
| TEXAS CHILDREN'S MCNAIR SCHOL | $2,567,681 | $2,102,279 | $2,102,279 |
| MCNAIR MEDICAL INSTITUTE BCM | $51,380,995 | $48,619,928 | $48,619,928 |
| RICE JONES SCH MCNAIR SCHOL | $2,256,823 | $1,757,241 | $1,757,241 |
| RICE / BAKER INSTITUTE MEC | $2,958,476 | $3,365,391 | $3,365,391 |
| COLUMBIA COLLEGE MEC | $3,078,265 | $3,335,043 | $3,335,043 |
| NORTHWOOD UNIVERSITY MEC | $3,078,265 | $3,444,518 | $3,444,518 |
| UNIV. OF SOUTH CAROLINA MEC | $3,564,312 | $3,861,417 | $3,861,417 |
| ST. THOMAS UNIV. MEC | $3,078,265 | $3,425,568 | $3,425,568 |
| HOUSTON BAPTIS UNIV. MEC | $2,000,000 | $2,542,743 | $2,542,743 |
| RESERVE MCNAIR SCHOLARS PROGS | -$124,962,502 | -$113,445,051 | -$113,445,051 |
| OTHER RECEIVABLE | $0 | $40 | $40 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | YTD UNREALIZED LOSS FMV EQUITIES | Desc |
| Amt | $39,379,656 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES & SMALL EQUIPMENT | $669 | $335 | $654 |
| MEMBERSHIPS & SEMINARS | $6,321 | $5,379 | |
| POSTAGE AND DELIVERY | $2,266 | $3,658 | |
| MISCELLANEOUS | $85 | $670 | |
| IT COSTS | $16,304 | $18,175 | |
| DATA COMMUNICATIONS | $763 | $2,260 | |
| INSURANCE | $745 | $752 | |
| SYMPOSIUM EXPENSES | $26,462 | $26,462 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION PROCEEDS | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN CONTRIBUTIONS | Desc |
| Amt | $1,344,283 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED FEDERAL EXCISE TAX | $105,003 | $0 |
| OTHER CURRENT LIABILITIES | $1,969 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CONSULTING FEES | $235,770 | $235,770 | |
| PROGRAM CONSULTING FEES | $120,000 | $120,000 | |
| OUTSIDE PROFESSIONAL FEES | $1,357 | $1,516 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INC | $122,592 | ||
| FOREIGN DIVIDEND WITHHOLDING | $12,606 | $12,606 | |
| PAYROLL TAXES | $11,524 | $11,524 |