STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

EPISCOPAL HEALTH FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
EPISCOPAL HEALTH FOUNDATION (EIN 46-2599162)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202503179349309970
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-13T15:52:27-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760269860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blazek & VetterlingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 Weslayan Suite 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462599162EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Episcopal Health FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEPISBusinessNameControlTxt
Phone7132250900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 Fannin Ste 300AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAnn BarnesPersonNm
Person TitlePresident & CEOPersonTitleTxt
Phone7132250900PhoneNum
Signature2025-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKurt CoburnPreparerPersonNm
PTINP01638285PTIN
Phone7134395739PhoneNum
Preparation2025-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAnn BarnesPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 Fannin Ste 300AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$88,717,449GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.episcopalhealth.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2013FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTo advance the Kingdom of God with specific focus on human health and well-being, through grants, research and initiatives in support of the mission of the Episcopal Diocese of Texas.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee32TotalEmployeeCnt
Total Volunteers13TotalVolunteersCnt
Total Gross UBI$300,036TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$52,926NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$500,000PYContributionsGrantsAmt
CY Contributions Grants$500,000CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$28,362,518PYInvestmentIncomeAmt
CY Investment Income$87,892,278CYInvestmentIncomeAmt
PY Other Revenue$434,784PYOtherRevenueAmt
CY Other Revenue$325,171CYOtherRevenueAmt
PY Total Revenue$29,297,302PYTotalRevenueAmt
CY Total Revenue$88,717,449CYTotalRevenueAmt
PY Grants And Similar Paid$36,454,447PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$37,949,042CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,072,401PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$6,119,781CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$13,504,239PYOtherExpensesAmt
CY Other Expenses$13,329,963CYOtherExpensesAmt
PY Total Expenses$56,031,087PYTotalExpensesAmt
CY Total Expenses$57,398,786CYTotalExpensesAmt
PY Revenues Less Expenses-$26,733,785PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$31,318,663CYRevenuesLessExpensesAmt
Total Assets BOY$1,173,234,386TotalAssetsBOYAmt
Total Assets EOY$1,224,869,133TotalAssetsEOYAmt
Total Liabilities BOY$18,764,977TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,999,941TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,154,469,409NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,211,869,192NetAssetsOrFundBalancesEOYAmt
MissionTo advance the Kingdom of God with specific focus on human health and well-being, through grants, research and initiatives in support of the mission of the Episcopal Diocese of Texas.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$40,638,713ExpenseAmt
Grant$37,949,042GrantAmt
DescEpiscopal Health Foundation works to improve the health of the 15 million people in the 81 counties of the Episcopal Diocese of Texas in furtherance of our mission and charter by making grants to qualified non-profit organizations and governmental entities.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$6,647,312ExpenseAmt
DescEpiscopal Health Foundation works to improve the health of the 15 million people in the 81 counties of the Episcopal Diocese of Texas in furtherance of our mission and charter by conducting research and evaluation.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,444,902ExpenseAmt
DescEpiscopal Health Foundation works to improve the health of the 15 million people in the 81 counties of the Episcopal Diocese of Texas in furtherance of our mission and charter through community and congregational engagement.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$49,730,927TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document48IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee32EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Linda MitchellBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7132250900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 Fannin St Ste 300AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Rt Rev C Andrew Doyle
Chair10.0030.00Yes (X)Yes (X)$0$556,781$209,723
Bill Montgomery
Executive Chair2.000.00Yes (X)Yes (X)$0$0$0
Maria Boyce
Secretary2.000.00Yes (X)Yes (X)$0$0$0
Rev Bill Carroll
Director2.000.00Yes (X)$0$0$0
Catherine Crain
Director2.000.00Yes (X)$0$0$0
Simone Flowers
Director2.000.00Yes (X)$0$0$0
Roland Goertz
Director2.000.00Yes (X)$0$0$0
Rev Peggy Lo
Director2.000.00Yes (X)$0$0$0
Michele Lyn
Director2.000.00Yes (X)$0$0$0
Daisy Morales
Director2.000.00Yes (X)$0$0$0
Precious Williams Owodunni
Director2.000.00Yes (X)$0$0$0
Arthur Sherman
Director2.000.00Yes (X)$0$0$0
Patricia Snyder
Director2.000.00Yes (X)$0$0$0
Rev Francene Young
Director2.000.00Yes (X)$0$0$0
Ann Barnes
President & CEO40.000.00Yes (X)Yes (X)$613,034$0$78,084
Linda Riley Mitchell
Treasurer & CFO10.0030.00Yes (X)$0$457,010$54,502
David Fisher
Assistant Treasurer10.0030.00Yes (X)$0$211,849$53,341
Shao-Chee Sim
VP Research40.000.00$342,435$0$68,634Yes (X)
Michael Walsh
VP Grants40.000.00$268,583$0$28,921Yes (X)
Susybelle Gosslee
Chief Administrative Officer40.000.00$302,522$0$65,042Yes (X)
Robert Sasser
Chief Communications Officer40.000.00$189,393$0$54,755Yes (X)
Dale Dodds
Director of Finance40.000.00$202,251$0$41,114Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,918,218TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,225,640TotReportableCompRltdOrgAmt
Total Other Compensation$654,116TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K21IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Upstream Thinking LLC
5409 Woodrow Ave DAustinTX78756Consulting$447,000
Treaty Oak Strategies
2317 Amur DrAustinTX78745Consulting$346,625
UT Health Science Center Houston
7000 Fannin Ste 1200HoustonTX77030Consulting$317,352
SSRS Inc
155 Gaither Dr Ste AMt LaurelNJ08054Consulting$312,945
Shannon Ghangurde
3403 Windsor RdAustinTX78703Consulting$257,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K22CntrctRcvdGreaterThan100KCnt
All Other Contributions$500,000AllOtherContributionsAmt
Total Contributions$500,000TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,162,880TotalRevenueColumnAmt
Unrelated Business Revenue-$55,165UnrelatedBusinessRevenueAmt
Exclusion$9,218,045ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$78,729,398SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$78,729,398SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$78,729,398TotalRevenueColumnAmt
Unrelated Business Revenue$355,201UnrelatedBusinessRevenueAmt
Exclusion$78,374,197ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescReturned grantsDesc
Business900099BusinessCd
Total Revenue Column$325,171TotalRevenueColumnAmt
Exclusion$325,171ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$325,171OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$88,717,449TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$300,036UnrelatedBusinessRevenueAmt
Exclusion$87,917,413ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$37,949,042TotalAmt
Program Services$37,949,042ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$691,118TotalAmt
Program Services$552,894ProgramServicesAmt
Management And General$138,224ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,215,461TotalAmt
Program Services$3,287,091ProgramServicesAmt
Management And General$928,370ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$374,157TotalAmt
Program Services$291,743ProgramServicesAmt
Management And General$82,414ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$541,013TotalAmt
Program Services$422,850ProgramServicesAmt
Management And General$118,163ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$298,032TotalAmt
Program Services$233,162ProgramServicesAmt
Management And General$64,870ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$56,680TotalAmt
Management And General$56,680ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$44,150TotalAmt
Management And General$44,150ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$215,231TotalAmt
Program Services$215,231ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,194,582TotalAmt
Management And General$4,194,582ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,481,914TotalAmt
Program Services$1,880,883ProgramServicesAmt
Management And General$601,031ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$113,907TotalAmt
Management And General$113,907ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$43,048TotalAmt
Program Services$5,626ProgramServicesAmt
Management And General$37,422ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$309,015TotalAmt
Program Services$243,611ProgramServicesAmt
Management And General$65,404ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$322,189TotalAmt
Program Services$234,276ProgramServicesAmt
Management And General$87,913ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$88,741TotalAmt
Program Services$80,302ProgramServicesAmt
Management And General$8,439ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$119,561TotalAmt
Program Services$71,743ProgramServicesAmt
Management And General$47,818ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$358,023TotalAmt
Program Services$282,246ProgramServicesAmt
Management And General$75,777ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$129,913TotalAmt
Program Services$22,491ProgramServicesAmt
Management And General$107,422ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Research projects$3,889,949$3,889,949
EDOT admin services$805,454$805,454
Prof development, educ.$85,512$67,787$17,725
Membership dues$72,094$72,094

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$57,398,786TotalAmt
Program Services$49,730,927ProgramServicesAmt
Management And General$7,667,859ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$15,781,113BOYAmt
EOY$11,809,104EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$137,789BOYAmt
EOY$468,251EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$241,653BOYAmt
EOY$206,795EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$12,947,703LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,934,629LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,177,359BOYAmt
EOY$7,013,074EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,145,944,335BOYAmt
EOY$1,202,186,292EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$3,952,137BOYAmt
EOY$3,185,617EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,173,234,386BOYAmt
EOY$1,224,869,133EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$849,445BOYAmt
EOY$1,497,303EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$17,915,532BOYAmt
EOY$11,502,638EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,764,977BOYAmt
EOY$12,999,941EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,154,469,409BOYAmt
EOY$1,211,869,192EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,154,469,409BOYAmt
EOY$1,211,869,192EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,173,234,386BOYAmt
EOY$1,224,869,133EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$31,318,663ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$26,081,120NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Episcopal Diocese of TexasBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN741143081EIN
Organization Type1OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$57,040,763SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$57,040,763SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePart IV, Section A, Line 6 - Support Provided to OthersFormAndLineReferenceDesc
ExplanationThe Foundation made grants to the organizations listed on Schedule I. Such grants were made in furtherance of the missions of both the Foundation and its supported organization.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$836FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$214,395FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$215,231FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$52,988,973FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$53,204,204FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$21,923CurrentYearMinus3Amt
Current Year Minus2$175,593CurrentYearMinus2Amt
Current Year Minus1$210,586CurrentYearMinus1Amt
Current Year$215,231CurrentYearAmt
Total$623,333TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$21,923CurrentYearMinus3Amt
Current Year Minus2$2,076CurrentYearMinus2Amt
Current Year Minus1$2,179CurrentYearMinus1Amt
Current Year$836CurrentYearAmt
Total$27,014TotalAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$750,000OtherCostOrOtherBasisAmt
Book Value$750,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,994,351OtherCostOrOtherBasisAmt
Depreciation$4,970,758DepreciationAmt
Book Value$6,023,593BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$960,746OtherCostOrOtherBasisAmt
Depreciation$767,407DepreciationAmt
Book Value$193,339BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$242,606OtherCostOrOtherBasisAmt
Depreciation$196,464DepreciationAmt
Book Value$46,142BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,013,074TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescEH Investment Fund, LPDesc
Book Value$1,202,186,292BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,202,186,292TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$110,603,987TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$26,081,120NetUnrealizedGainsInvstAmt
Revenue Not Reported$26,081,120RevenueNotReportedAmt
Revenue Subtotal$84,522,867RevenueSubtotalAmt
Investment Expenses Not Incld$4,194,582InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$4,194,582RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$88,717,449TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$53,204,204TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$53,204,204ExpensesSubtotalAmt
Investment Expenses Not Incld2$4,194,582InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$4,194,582ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$57,398,786TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (158 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Alliance for African-American Health in Central TX
2112 E 21st StAustinTX78722203820579501(c)(3)$75,000$0Raise Community Voices
American Heart Association
7272 Greenville AveDallasTX75231135613797501(c)(3)$200,000$0Raise Community Voices
Angelina County & Cities Health District
503 Hill StLufkinTX75904751244376170(c)(1)$150,000$0Support Comprehensive Clinics
Asian American Health Coalition - Greater Houston Area
7001 Corporate Ste 120HoustonTX77036311756818501(c)(3)$75,000$0Support Comprehensive Clinics
Asian American Health Coalition - Greater Houston Area
7001 Corporate Ste 120HoustonTX77036311756818501(c)(3)$350,000$0Support Comprehensive Clinics
Asian American Health Coalition - Greater Houston Area
7001 Corporate Ste 120HoustonTX77036311756818501(c)(3)$350,000$0Support Comprehensive Clinics
Austin-Travis County Mental Health & Mental Retardation Center
1430 Collier StAustinTX78704741547909501(c)(3)$400,000$0Support Change in Healthcare Financing
AVANCE Austin
745 Mansell AveAustinTX78702911916705501(c)(3)$175,000$0Building Brain Development-Community Orgs.
Avenue 360 Health & Wellness
2150 West 18th St Ste 300HoustonTX77008760549240501(c)(3)$250,000$0Building Brain Development-Providers
Avenue 360 Health & Wellness
2150 West 18th St Ste 300HoustonTX77008760549240501(c)(3)$350,000$0Support Comprehensive Clinics
Avenue Community Development Corp
3517 Irvington BlvdHoustonTX77009760380602501(c)(3)$300,000$0Raise Community Voices
Avenue Community Development Corp
3517 Irvington BlvdHoustonTX77009760380602501(c)(3)$400,000$0Support Change in Healthcare Financing
Babycakes and Brunch
3303 FM 1960 W Ste 140HoustonTX77068471005042501(c)(3)$10,000$0Program Support
Babycakes and Brunch
3303 FM 1960 W Ste 140HoustonTX77068471005042501(c)(3)$375,000$0Program Support
BakerRipley
PO Box 231808HoustonTX77223237062976501(c)(3)$250,000$0Raise Community Voices
Bastrop County Cares
806 Water StBastropTX78602473250104501(c)(3)$175,000$0Raise Community Voices
Bastrop County Cares
806 Water StBastropTX78602473250104501(c)(3)$400,000$0Support Change in Healthcare Financing
Baylor College of Medicine
One Baylor PlazaHoustonTX77030741613878501(c)(3)$350,000$0Building Brain Development-Providers
Baylor College of Medicine
One Baylor PlazaHoustonTX77030741613878501(c)(3)$200,000$0Program Support
Baylor University
One Bear Place 97310WacoTX76798741159753501(c)(3)$225,000$0Program Support
Bayside Healthcare Foundation
PO Box 398AnahuacTX77514205853573501(c)(3)$150,000$0Support Comprehensive Clinics
BCM - Teen Health Clinic
3200 Southwest FreewayHoustonTX77027741613878501(c)(3)$140,000$0Support Comprehensive Clinics
Boat People SOS
11360 Bellaire Blvd Ste 910HoustonTX77072454040991501(c)(3)$140,000$0Expand Health Coverage & Benefits
Bread of Life Inc
2019 Crawford StHoustonTX77002760386510501(c)(3)$280,000$0Expand Health Coverage & Benefits
Casa Marianella
821 Gunter StAustinTX78702742377341501(c)(3)$163,000$0Expand Health Coverage & Benefits
Center for Urban Transformation
3300 Lyons Ave Ste 103HoustonTX77020842355032501(c)(3)$150,000$0Raise Community Voices
Children at Risk
PO Box 56003HoustonTX77256760360533501(c)(3)$240,625$0Building Brain Development-Community Orgs.
Children's Defense Fund
840 First St NE Ste 300WashingtonDC20002520895622501(c)(3)$500,000$0Expand Health Coverage & Benefits
Children's Defense Fund
840 First St NE Ste 300WashingtonDC20002520895622501(c)(3)$150,000$0Raise Community Voices
City of Longview
300 W Cotton StLongviewTX75601170(c)(1)$400,000$0Support Change in Healthcare Financing
Coalition For The Homeless of HoustonHarris Cty
2000 Crawford St Ste 700HoustonTX77002760257018501(c)(3)$450,000$0Work Upstream
Community Doulas of Waco
4300 W Waco Dr Ste B2WACOTX76710833463594501(c)(3)$184,600$0Building Brain Development-Community Orgs.
Community Doulas of Waco
4300 W Waco Dr Ste B2WACOTX76710833463594501(c)(3)$10,000$0Program Support
Community Resource Center of Robertson Cty
1002 W Brown StHearneTX77859352725888501(c)(3)$150,000$0Strengthen Rural Health
Community Resource Center of Robertson Cty
1002 W Brown StHearneTX77859352725888501(c)(3)$150,000$0Strengthen Rural Health
CommUnityCare dba Central Texas Community Health Centers
2115 Kramer Ste 100AustinTX78758550853118501(c)(3)$450,000$0Work Upstream
CommUnityCare dba Central TX Community Health Centers
2115 Kramer Ste 100AustinTX78758550853118501(c)(3)$200,000$0Work Upstream
Connective
515 Post Oak Blvd Ste 1000HoustonTX77027843567749501(c)(3)$100,000$0Support Change in Healthcare Financing
Dallas Area Interfaith
1104 Lupo DrDallasTX75207752409130501(c)(3)$300,000$0Raise Community Voices
East Harris County Empowerment Council
11821 East Freeway Ste 500HoustonTX77029270377576501(c)(3)$400,000$0Raise Community Voices
East Texas Food Bank
3201 Robertson RdTylerTX75701203700295501(c)(3)$201,200$0Work Upstream
East Texas Sheltering Arms Coalition
701 South Main StJACKSONVILLETX75766814853822501(c)(3)$10,000$0Program Support
Easter Seals of Greater Houston
4888 Loop Central Dr Ste 200HoustonTX77081741238418501(c)(3)$150,000$0Building Brain Development-Community Orgs.
ECHOS-Epiphany Community Health Outreach Services
9894 Bissonnet 9th FlHoustonTX77036760645238501(c)(3)$600,000$0Expand Health Coverage & Benefits
El Centro de Corazon
PO Box 230209HoustonTX77223760442781501(c)(3)$250,000$0Support Comprehensive Clinics
El Centro de Corazon
PO Box 230209HoustonTX77223760442781501(c)(3)$100,000$0Work Upstream
Episcopal Diocese of Texas
1225 Texas StHoustonTX77002741143081501(c)(3)$500,000$0Operating and Program Support
Episcopal Relief & Development
815 Second AveNew YorkNY10017731635264501(c)(3)$200,000$0Building Brain Development-Community Orgs.
Every Body Texas fka Women's Health and Family Planning Assoc TX
314 E Highland Mall Blvd Ste 400AustinTX78752741936078501(c)(3)$120,000$0Support Comprehensive Clinics
Family Service Center Of Galveston County
2200 Market St Ste 600GalvestonTX77550741157849501(c)(3)$225,000$0Support Comprehensive Clinics
Fayette Community Foundation
PO Box 664La GrangeTX78945742997477501(c)(3)$150,000$0Strengthen Rural Health
Feeding Texas
PO Box 152245AustinTX78715824308154501(c)(3)$200,000$0Program Support
Finca Tres Robles
5715 Canal StHoustonTX77011854185029501(c)(3)$10,000$0Program Support
First3Years
6119 Greenville Ave PMB 14DallasTX75206752067421501(c)(3)$100,000$0Building Brain Development-Community Orgs.
Fit Houston Inc
2527 Bandelier DrHoustonTX77080920331205501(c)(3)$250,000$0Program Support
Fort Bend Family Health Center dba AccessHealth
400 Austin StRichmondTX77469741951476501(c)(3)$450,000$0Work Upstream
Galveston Children's Museum
2618 Broadway StGalvestonTX77550463344556501(c)(3)$100,000$0Building Brain Development-Community Orgs.
GAVA Go AustinVamos Austin
3710 Cedar St Ste 230AustinTX78705830915321501(c)(3)$200,000$0Support Change in Healthcare Financing
Giving Austin Labor Support (GALS)
PO Box 41074AustinTX78704273448123501(c)(3)$500,000$0Program Support
Gulfton Home Community
6635 Alder DrHoustonTX77081862681829501(c)(3)$250,000$0Program Support
Health Alliance for Austin Musicians (HAAM)
3036 S 1st StAustinTX78704800147620501(c)(3)$340,000$0Expand Health Coverage & Benefits
HealthCode
1607 Waterston AveAustinTX78703271310367501(c)(3)$10,000$0Program Support
Healthy Futures of Texas
2300 W Commerce St Ste 212San AntonioTX78207205793076501(c)(3)$100,000$0Raise Community Voices
Houston Area Urban League
1301 TexasHoustonTX77002741611455501(c)(3)$150,000$0Expand Health Coverage & Benefits
Houston Health Foundation
PO Box 20272HoustonTX77225272920745501(c)(3)$225,000$0Building Brain Development-Providers
Houston Immigration Legal Services Collaborative
3605 Katy Fwy 100HoustonTX77007300098254501(c)(3)$432,000$0Expand Health Coverage & Benefits
Ibn Sina Foundation
11226 S Wilcrest DrHoustonTX77099760698464501(c)(3)$250,000$0Support Comprehensive Clinics
Katy Christian Ministries
3506 Porter RdKatyTX77493760157123501(c)(3)$100,000$0Expand Health Coverage & Benefits
Legacy Community Health
PO Box 66308HoustonTX77266760009637501(c)(3)$200,000$0Work Upstream
Light & Salt Association
3535 Briarpark Dr Ste 135HoustonTX77042760604950501(c)(3)$240,000$0Expand Health Coverage & Benefits
Local Initiatives Support Corporation (LISC)
602 Sawyer St Ste 205HoustonTX77007133030229501(c)(3)$200,000$0Raise Community Voices
Lone Star Circle of Care
2423 Williams Dr Ste 107GeorgetownTX78628743001674501(c)(3)$200,000$0Program Support
Lone Star Circle of Care
2423 Williams Dr Ste 107GeorgetownTX78628743001674501(c)(3)$1,000,000$0Work Upstream
Lone Star Family Health Center
605 S Conroe Medical DrConroeTX77304300038860501(c)(3)$200,000$0Support Comprehensive Clinics
Lone Star Family Health Center
605 S Conroe Medical DrConroeTX77304300038860501(c)(3)$350,000$0Support Comprehensive Clinics
Luz de Atabey Midwifery Project (LAMP)
8401 N IH 35 Bldg 2AustinTX78753873712077501(c)(3)$200,000$0Program Support
Mama Sana Vibrant Woman
PO Box 301018AUSTINTX78703455638520501(c)(3)$10,000$0Program Support
Mama Sana Vibrant Woman
PO Box 301018AUSTINTX78703455638520501(c)(3)$350,000$0Support Comprehensive Clinics
Matagorda Episcopal Health Outreach Program
101 Ave F NorthBay CityTX77414200537948501(c)(3)$350,000$0Support Comprehensive Clinics
Meadows Mental Health Policy Institute
PO Box 140836DallasTX75214463992618501(c)(3)$200,000$0Building Brain Development-Community Orgs.
Mental Health America of Greater Houston
2211 Norfolk St Ste 810HoustonTX77098741272394501(c)(3)$200,000$0Support Comprehensive Clinics
Mi Familia en Accin
7500 Bellaire Blvd Ste 762HoustonTX77036200182824501(c)(3)$125,000$0Raise Community Voices
National Alliance on Mental Illness TX (NAMI)
PO Box 300817AustinTX78703742380175501(c)(3)$50,000$0Raise Community Voices
Neighborhood Recovery CDC
5445 Almeda Rd Ste 505HoustonTX77004760377117501(c)(3)$250,000$0Raise Community Voices
North Pasadena Community Outreach
705 1/2 Williams StPasadenaTX77506760560813501(c)(3)$469,000$0Expand Health Coverage & Benefits
Palacios Community Hub
PO Box 385PalaciosTX77465464903441501(c)(3)$150,000$0Strengthen Rural Health
Partners in Parenting
PO Box 49877AustinTX78765300809437501(c)(3)$187,500$0Building Brain Development-Community Orgs.
Partners in Parenting
PO Box 49877AustinTX78765300809437501(c)(3)$10,000$0Program Support
People's Community Clinic
1101 Camino La CostaAustinTX78752237087608501(c)(3)$450,000$0Support Comprehensive Clinics
People's Community Clinic
1101 Camino La CostaAustinTX78752237087608501(c)(3)$448,000$0Building Brain Development-Providers
Planned Parenthood Gulf Coast
4600 Gulf FreewayHoustonTX77023741100163501(c)(3)$600,000$0Support Comprehensive Clinics
Planned Parenthood of Greater Texas
7424 Greenville Ave Ste 206DallasTX75231521243220501(c)(3)$915,000$0Support Comprehensive Clinics
PPHA-Pregnancy & Postpartum Health Alliance TX
5900 Balcones Dr 14839AustinTX78731825195108501(c)(3)$10,000$0Program Support
Preeclampsia Foundation
3840 West Eau Gallie Ste 104MelbourneFL32934912073087501(c)(3)$250,000$0Program Support
Project HOPE-The People To People Health Foundation Inc
1220 19th St NW Ste 800WashingtonDC20036530242962501(c)(3)$70,000$0Support Change in Healthcare Financing
Public Health Watch
52 White Magnolia CirAustinTX78734880600656501(c)(3)$10,000$0Program Support
PUSH Birth Partners
11011 Richmond Ave Ste 890HoustonTX77042850924351501(c)(3)$10,000$0Program Support
PUSH Birth Partners
11011 Richmond Ave Ste 890HoustonTX77042850924351501(c)(3)$100,000$0Support Comprehensive Clinics
Rice University
6100 Main St Ste 120LHoustonTX77005741109620501(c)(3)$10,000$0Program Support
Rupani Foundation
8303 Southwest Fwy Ste 495HoustonTX77074260476701501(c)(3)$300,000$0Building Brain Development-Community Orgs.
Sabine Valley Regional MHMR Ctr dba Community Healthcore
107 Woodbine PlLongviewTX75601751724017501(c)(3)$200,000$0Raise Community Voices
Saint Louise House
PO Box 150637AustinTX78715742968167501(c)(3)$90,000$0Expand Health Coverage & Benefits
Santa Maria Hostel Inc
2605 Parker RdHoustonTX77093741669131501(c)(3)$500,000$0Building Brain Development-Community Orgs.
Special Health Resources for Texas
PO Box 2709LongviewTX75606752405203501(c)(3)$237,000$0Work Upstream
Special Health Resources for Texas
PO Box 2709LongviewTX75606752405203501(c)(3)$400,000$0Support Comprehensive Clinics
Special Health Resources for Texas Inc
PO Box 2709LongviewTX75606752405203501(c)(3)$10,000$0Program Support
Spindletop Center (MHMR)
PO Box 3846BeaumontTX77704741684198501(c)(3)$750,000$0Support Change in Healthcare Financing
Spring Branch Community Health Center
902 Frostwood Ste 108HoustonTX77024300198705501(c)(3)$200,000$0Support Comprehensive Clinics
St Paul Children's Medical Corporation
PO Box 1238TylerTX75710270954405501(c)(3)$200,000$0Support Comprehensive Clinics
St Peter's Episcopal Church Pasadena
705 Williams StPasadenaTX77506501(c)(3)$10,000$0Program Support
Stephen F Austin Community Health Network
2552 E Broadway Ste 102PearlandTX77581412273820501(c)(3)$450,000$0Support Comprehensive Clinics
Stephen F Austin Community Health Network
2552 E Broadway Ste 102PearlandTX77581412273820501(c)(3)$60,000$0Support Comprehensive Clinics
Sunrise Homeless Navigation Center
4430 Manchaca RdAustinTX78745311249618501(c)(3)$150,000$0Expand Health Coverage & Benefits
Sustainable Food Center Inc
2921 E 17th St Bldg CAustinTX78702742441468501(c)(3)$500,000$0Program Support
Talitha Koum Institute
PO Box 2202WacoTX76706752849153501(c)(3)$65,000$0Building Brain Development-Community Orgs.
Tarrant Area Food Bank
2525 Cullen StFort WorthTX76107751822473501(c)(3)$100,000$0Program Support
Taste Project
1200 South Main StFort WorthTX76104455471587501(c)(3)$10,000$0Program Support
Texans Care for Children
1016 La Posada Dr Ste 240AustinTX78752752687008501(c)(3)$650,000$0Building Brain Development-Providers
Texas 2036
3889 Maple Ave Ste 210DallasTX75219813063099501(c)(3)$100,000$0Support Change in Healthcare Financing
Texas Alliance For Health Care
15012 West Hwy 71AustinTX78738743002171501(c)(3)$10,000$0Program Support
Texas Association of Community Health Centers
5900 Southwest Parkway Bldg 3AustinTX78735742308695501(c)(3)$250,000$0Support Change in Healthcare Financing
Texas Association of Community Health Centers
5900 Southwest Parkway Bldg 3AustinTX78735742308695501(c)(3)$300,000$0Support Change in Healthcare Financing
Texas Children's Hospital
1919 S Braeswood Blvd Ste 5214HoustonTX77030741100555501(c)(3)$250,000$0Building Brain Development-Community Orgs.
Texas Doula Association
6521 Legato CurveSan AntonioTX78252922277334501(c)(3)$100,000$0Program Support
Texas Network of Youth Services
PO Box 26855AustinTX78755751791374501(c)(3)$150,000$0Raise Community Voices
Texas Organization of Rural & Community Hospitals (TORCH)
PO Box 203878AustinTX78720208911377501(c)(3)$250,000$0Support Change in Healthcare Financing
The Beacon of Downtown Houston
1117 Texas AveHoustonTX77002710933434501(c)(3)$55,000$0Expand Health Coverage & Benefits
The Council on Recovery
PO Box 2768HoustonTX77252741173235501(c)(3)$140,000$0Support Comprehensive Clinics
The George Washington University
1922 F St NW 4th FlWashingtonDC20052530196584501(c)(3)$150,000$0Support Change in Healthcare Financing
The Georgetown Project
PO Box 957GeorgetownTX78627742807713501(c)(3)$150,000$0Building Brain Development-Community Orgs.
The Harris Center for Mental Health and IDD
9401 Southwest FreewayHoustonTX77074741603950501(c)(3)$375,000$0Support Comprehensive Clinics
The Immunization Partnership (TIP)
PO Box 346HoustonTX77001760695612501(c)(3)$225,000$0Raise Community Voices
The Neighborhood Garden Project
5806 Dahlia LnKatyTX77493874746812501(c)(3)$150,000$0Program Support
The Network Of Behavioral Health Providers
9401 Southwest Freeway Ste 1242HoustonTX77074753220882501(c)(3)$10,000$0Program Support
The Network Of Behavioral Health Providers
9401 Southwest Freeway Ste 1242HoustonTX77074753220882501(c)(3)$500,000$0Support Change in Healthcare Financing
The Rose
12700 N Featherwood Dr 260HoustonTX77034760193812501(c)(3)$400,000$0Support Comprehensive Clinics
The Seattle Foundation
1601 Fifth AveSeattleWA98101916013536501(c)(3)$375,000$0Program Support
The Texas A&M University System Health Science Ctr
8441 Riverside Pkwy Ste 3100BryanTX77807742907553170(c)(1)$400,000$0Support Change in Healthcare Financing
The TX International Institute of Health Professions
8121 BRdway St Ste 103HoustonTX77061461267820501(c)(3)$60,000$0Support Comprehensive Clinics
The University of Texas at Austin
110 Inner Campus DrAustinTX78705746000203170(c)(1)$50,000$0Building Brain Development-Providers
The University of Texas at Austin
110 Inner Campus DrAustinTX78705746000203170(c)(1)$275,950$0Program Support
The UT Health Science Center at Houston
7000 Fannin Ste 1006HoustonTX77030741761309170(c)(1)$250,000$0Building Brain Development-Providers
The UT Health Science Center at Houston
7000 Fannin Ste 1006HoustonTX77030741761309170(c)(1)$290,000$0Support Change in Healthcare Financing
The UT Health Science Center at Houston
7000 Fannin Ste 1006HoustonTX77030741761309170(c)(1)$250,000$0Support Comprehensive Clinics
The Women's Home
607 Westheimer RdHoustonTX77006741467811501(c)(3)$250,000$0Support Comprehensive Clinics
Todos Juntos Learning Center
PO Box 41213AustinTX78704463028927501(c)(3)$80,000$0Building Brain Development-Community Orgs.
UHPhealth Inc
110 Rockleigh PlHoustonTX77017611757254501(c)(3)$200,000$0Strengthen Rural Health
Un-Included Inc
1000 S Knob StTempleTX76501320273066501(c)(3)$175,000$0Program Support
United Way for Greater Austin
5930 Middle Fiskville RdAustinTX78752741193439501(c)(3)$100,000$0Work Upstream
United Way for Greater Austin
5930 Middle Fiskville RdAustinTX78752741193439501(c)(3)$400,000$0Support Change in Healthcare Financing
United Way for Greater Austin
5930 Middle Fiskville RdAustinTX78752741193439501(c)(3)$250,000$0Raise Community Voices
United Way for Greater Austin
5930 Middle Fiskville RdAustinTX78752741193439501(c)(3)$425,000$0Work Upstream
Vecino Health Centers
424 Hahlo StHoustonTX77020760622208501(c)(3)$600,000$0Support Comprehensive Clinics
Waco Family Medicine
1600 Providence DrWacoTX76707742867580501(c)(3)$215,000$0Building Brain Development-Providers
Waco Family Medicine
1600 Providence DrWacoTX76707742867580501(c)(3)$150,000$0Support Comprehensive Clinics
Waco Family Medicine
1600 Providence DrWacoTX76707742867580501(c)(3)$500,000$0Support Comprehensive Clinics
Waco Foundation
1224 Austin Ave Ste 100WacoTX76701746054628501(c)(3)$150,000$0Raise Community Voices
World Hunger Relief Institute
356 Spring Lake RdWacoTX76705741880456501(c)(3)$250,000$0Work Upstream
FieldValueIRS element (for citing)
Total501c3 Org127Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationThe Foundation asks grant recipients to measure their success in attaining program goals. The purpose of asking for an evaluation plan in the application phase is to 1) encourage potential grantees to incorporate evaluation into their planning process from the inception of the program, and 2) to enable outcome measurement during and at the end of the grant period. The evaluation plan also sets the report criteria for the six-month and annual progress reports. The evaluation plan/report components include an outcomes statement (who or what is expected to change as a result of the grant), measurable goals for the project, activities to achieve the goals, information needed, methods to be used to gather the information and who will be responsible for gathering it. The six-month and annual progress reports accurately describe the progress towards the goals listed on the evaluation plan submitted with the original application and include an explanation of any variances from the goals or expected progress.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Rt Rev C Andrew Doyle
Chair$0$556,781$0$0$0$0$0$164,128$0$45,595$0$766,504$0$0
Ann Barnes
President & CEO$613,034$0$0$0$0$0$55,173$0$22,911$0$691,118$0$0$0
Linda Riley Mitchell
Treasurer & CFO$0$457,010$0$0$0$0$0$41,131$0$13,371$0$511,512$0$0
Shao-Chee Sim
VP Research$342,435$0$0$0$0$0$30,819$0$37,815$0$411,069$0$0$0
Susybelle Gosslee
Chief Administrative Officer$302,522$0$0$0$0$0$27,227$0$37,815$0$367,564$0$0$0
Michael Walsh
VP Grants$268,583$0$0$0$0$0$24,172$0$4,749$0$297,504$0$0$0
David Fisher
Assistant Treasurer$0$211,849$0$0$0$0$0$19,066$0$34,275$0$265,190$0$0
Robert Sasser
Chief Communications Officer$189,393$0$0$0$0$0$17,045$0$37,710$0$244,148$0$0$0
Dale Dodds
Director of Finance$202,251$0$0$0$0$0$18,203$0$22,911$0$243,365$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 1aEpiscopal Health Foundation (EHF) has an Executive Committee that includes the Board Chair (who serves as Executive Committee Chair), the Executive Chair, and four other members of the Board appointed by the Chair of the Board. The Committee may meet at stated times or by notice. During intervals between meetings of the Board of Directors, the Executive Committee has and may exercise the powers of the Board of Directors in the management of the business and affairs of EHF.
Form 990, Part VI, Section A, line 2Bishop Andrew Doyle, David Fisher and Linda Mitchell are employed by the Episcopal Diocese of Texas in senior positions.
Form 990, Part VI, Section A, line 6The Episcopal Diocese of Texas is the sole member of EHF. The authority of the Diocese is vested in the Bishop, the Council of the Diocese, and a standing committee.
Form 990, Part VI, Section A, line 7aEHF's sole member has the right to elect or remove directors of EHF.
Form 990, Part VI, Section A, line 7bEHF's sole member must approve the following: 1. Amendments to the certificate of formation and bylaws; 2. The merger of EHF with any other organization or entity; 3. The conversion of EHF; 4. The sale, transfer, assignment, or disposition of substantially all of EHF's assets; and 5. The dissolution, winding up, and termination of EHF.
Form 990, Part VI, Section B, line 11bEHF's President/CEO presents the draft 990 to the Board prior to filing with IRS.
Form 990, Part VI, Section B, line 12cEach director, officer, and member of a committee is required to annually sign a statement which affirms that such person has received a copy of the COI policy, has read and understands the policy, and agrees to comply with the policy (including the requirement to disclose any potential conflicts).
Form 990, Part VI, Section B, line 15An independent consultant was retained to evaluate compensation for the President/CEO. The Compensation Committee meets to discuss the CEO's compensation which is ultimately approved by the Board of Directors. The independent consultant was also retained to evaluate compensation for senior management. The Compensation Committee meets to discuss the results of the six leadership team members. Staff compensation is determined by the CEO.
Form 990, Part VI, Section C, line 19Available on the EHF website and upon request at the front desk office of EHF.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Episcopal Diocese of TexasBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11225 Texas AvenueAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd
FieldValueIRS element (for citing)
EIN741143081EIN
Primary ActivitiesChurchPrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity StatusLine 1PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1EH Investment Fund LPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1One Maritime Plaza 6th FloorAddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
EIN383930311EIN
Primary ActivitiesInvestmentPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Episcopal Health FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeExcludedPredominantIncomeTypeTxt
Share Of Total Income$89,378,550ShareOfTotalIncomeAmt
Share Of EOY Assets$989,289,325ShareOfEOYAssetsAmt
Disproportionate Allocations0DisproportionateAllocationsInd
UBI Code V$300,027UBICodeVAmt
General Or Managing Partner0GeneralOrManagingPartnerInd
Ownership0.68960OwnershipPct
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1EH Investment Fund LPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeSTransactionTypeTxt
Involved$53,000,000InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part II - Related Tax-Exempt OrganizationsFormAndLineReferenceDesc
ExplanationThere are 254 brother-sister organizations controlled by the Episcopal Diocese of Texas which have not been reported on this schedule.ExplanationTxt