ROBERT & JANICE MCNAIR FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT & JANICE MCNAIR FOUNDATION (EIN 76-6050185)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-01-31
- IRS object ID
- 202540319349100714
- Schema version
- 2023v6.0
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-31T14:20:40-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 CIR 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 | 2023-01-01 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THOMAS ROYCE | 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 | Thomas Royce | PersonNm |
| Person Title | Executive Vice Pres | PersonTitleTxt |
| Phone | 7133367800 | PhoneNum |
| Signature | 2025-01-29 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER D RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $293,960,260 | 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 | $1,125,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $382,101 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $382,101 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,580,024 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,580,024 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,933,414 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,741,649 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,933,414 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $227 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $60 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,020,766 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,895,599 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $271,176 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $264,690 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $35,301 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $35,301 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $40,312 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $52,324 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $34,512 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $34,512 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,271 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,861 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,860 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,310,870 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $871,995 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $434,531 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $295,297 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $71,039 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,631 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,941 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,665 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $93,227 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $96 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $92,893 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,102,907 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $945,991 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $949,407 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,455,328 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,455,328 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,558,235 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $945,991 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,404,735 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,462,531 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,949,608 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,954,963 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,981,082 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,981,082 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl BOY | $65,786 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $42,214 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $46,209 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $46,209 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $251,178,991 | CorporateStockBOYAmt |
| Corporate Stock EOY | $285,932,969 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $285,932,969 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $257,241,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $293,960,260 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $293,960,260 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $149,146 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $66,079 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $149,146 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $66,079 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,628,435 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,628,435 | CapitalStockEOYAmt |
| Retained Earning BOY | $255,464,373 | RetainedEarningBOYAmt |
| Retained Earning EOY | $292,265,746 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $257,092,808 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $293,894,181 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $257,241,954 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $293,960,260 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $257,092,808 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,462,531 | ExcessRevenueOverExpensesAmt |
| Other Increases | $35,338,842 | OtherIncreasesAmt |
| Subtotal | $293,894,181 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $293,894,181 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST COVERED | $203,786 | $235,217 | -$31,431 | -$31,431 |
| PUBLICLY TRADED SECURITIES - LT COVERED | $6,603,976 | $5,318,615 | $1,285,361 | $1,285,361 |
| PUBLICLY TRADED SECURITIES - LT NONCOVERED | $9,933,887 | $254,403 | $9,679,484 | $9,679,484 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,933,414 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$31,431 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $207,800 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $207,800 | SubtotalAmt |
| Tax Based On Investment Income | $207,800 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $220,214 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $245,214 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $37,414 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $37,414 | RefundAmt |
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 | THOMAS ROYCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7133367824 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Palmetto Trust Company LLC | ||||||||
| 109 N Post Oak Lane Ste 600 | houston | TX | 77024 | Trustee | 1.0 | $0 | $0 | $0 |
| Janice S McNair | ||||||||
| 109 N Post Oak Lane Ste 600 | Houston | TX | 77024 | Chair | 1.0 | $0 | $0 | $0 |
| HOLLY ALVIS | ||||||||
| 109 N Post Oak Lane Ste 600 | houston | TX | 77024 | VICE CHAIR | 1.0 | $0 | $0 | $0 |
| KRISTI S COOPER | ||||||||
| 109 N Post Oak Lane Ste 600 | houston | TX | 77024 | EXECUTIVE DIRECTOR | 40.0 | $271,176 | $37,131 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
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 | |||||
| 101 Mission Street STE 1400 | SAN FRANCISCO | CA | 94105 | INVESTMENT MANAGER | $457,815 |
| Fayez Sarofim & Co | |||||
| TWO HOUSTON CENTER STE 2907 | HOUSTON | TX | 77010 | INVESTMENT MANAGER | $352,630 |
| DR CHARLES NEBLETT | |||||
| 109 N POST OAK LANE STE 600 | HOUSTON | TX | 77024 | MEDICAL DIRECTOR | $292,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $272,392,937 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,812,938 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $280,205,875 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $280,205,875 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,203,088 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $276,002,787 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,800,139 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,800,139 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $207,800 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $207,800 | TotalTaxAmt |
| Distributable Before Adj | $13,592,339 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,592,339 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,592,339 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,404,735 | 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 | $14,404,735 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,592,339 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,429,012 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,209,911 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,437,987 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $505,382 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $24,582,292 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,404,735 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $13,592,339 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $812,396 | RemainingDistriFromCorpusAmt |
| Total Corpus | $25,394,688 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,429,012 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,965,676 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,209,911 | ExcessFromYear4Amt |
| Excess From Year3 | $4,437,987 | ExcessFromYear3Amt |
| Excess From Year2 | $505,382 | ExcessFromYear2Amt |
| Excess From Current Year | $812,396 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JANICE S MCNAIR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 3S MINISTRIES | ||||||||
| 2248 CENTRAL DR STE 107 PMB 221 | BEDFORD | TX | 76021 | NONE | PC | Marriage workshops for first responders. | $30,000 | |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Gift in memory of McNair Scholar, Dr. Max Pietrapaolo. | $10,000 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | McNair Scholar - B. Hayden. | $500,000 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | Wireless Magnetoelectric Stimulation for Mental and Cognitive Disorders (S. Sheth). | $44,361 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | McNair Scholar - S. Heilbronner. | $500,000 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | None | PC | McNair Scholar - S. Buffington. | $500,000 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | McNair Symposium - April 26, 2023. | $25,000 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | None | PC | FY24 career development for the McNair MD/PhD Scholars. | $12,500 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | Houston | TX | 77030 | NONE | PC | FY24 marketing for McNair MD/PhD Scholars. | $12,500 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | McNair Scholar - Y. Gao. | $500,000 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | None | PC | Low-Intensity Shockwave Therapy to Treat Men's Infertility (M. Khera). | $50,000 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | Houston | TX | 77030 | None | PC | Low-Intensity Shockwave Therapy to Treat Hypogonadism (M. Khera). | $50,000 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | Houston | TX | 77030 | None | PC | Targeting a bioelectric switch on mitochondrial membranes to eliminate dormant cancer cells (S.Zhang). | $250,000 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | Houston | TX | 77030 | None | PC | McNair Scholar - B. Arenkiel. | $100,000 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | Houston | TX | 77030 | None | PC | McNair Scholar - T. Westbrook. | $200,000 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | Houston | TX | 77030 | None | PC | McNair Scholar - K. Marshall. | $250,000 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | Houston | TX | 77030 | None | PC | McNair MD/PhD Scholars, payment toward academic year 23-24 (FY24). | $417,517 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | Houston | TX | 77030 | NONE | PC | McNair MD/PhD Scholars, payment toward academic year 23-24 (FY24). | $275,272 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | None | PC | McNair Scholar - B. Hayden. | $100,000 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | Houston | TX | 77030 | None | PC | AI-based methods for advancing endometriosis treatments (X. Guan). | $100,980 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | None | PC | McNair Scholar - S. Buffington. | $155,000 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | Houston | TX | 77030 | None | PC | McNair Scholar - S. Heilbronner. | $400,000 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | Houston | TX | 77030 | NONE | PC | McNair Scholar - B. Dudok. | $400,000 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | Houston | TX | 77030 | None | PC | McNair Scholar Recruit - N. Provenzano. | $500,000 | MS BCM160 |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | None | PC | McNair Scholar - M. Bround. | $500,000 | MS BCM160 |
| BIG BROTHERS BIG SISTERS LONE STAR | ||||||||
| 1003 WASHINGTON AVE | Houston | TX | 77002 | None | PC | Annual operations. | $10,000 | |
| CHARLESTON COLLEGIATE SCHOOL | ||||||||
| 2024 ACADEMY DR | JOHNS ISLAND | SC | 29455 | None | PC | 2023-24 Student scholarships (matching gift for McNair Invitational, 1/17/23). 1 OF 2 | $50,000 | |
| CHARLESTON COLLEGIATE SCHOOL | ||||||||
| 2024 ACADEMY DR | JOHNS ISLAND | SC | 29455 | None | PC | 2023-24 student scholarships (matching gift for McNair Invitational, 1/17/23). 2 OF 2 | $50,000 | |
| CHILDREN AT RISK INC | ||||||||
| 2900 WESLAYAN STE 400 | Houston | TX | 77027 | None | PC | Empowering Parents and Schools to Improve the Quality of Education for Latino Students, Phase 2. | $100,000 | |
| COLUMBIA COLLEGE | ||||||||
| 1301 COLUMBIA COLLEGE DRIVE | COLUMBIA | SC | 29203 | None | PC | Additional earnest money toward College Park UMC purchase. | $100,000 | |
| COLUMBIA COLLEGE | ||||||||
| 1301 COLUMBIA COLLEGE DRIVE | COLUMBIA | SC | 29203 | None | PC | College Park UMC purchase. | $500,000 | |
| COLUMBIA COLLEGE | ||||||||
| 1301 COLUMBIA COLLEGE DRIVE | COLUMBIA | SC | 29203 | None | PC | College Park UMC renovation. | $25,000 | |
| CRIME STOPPERS OF HOUSTON INC | ||||||||
| 3001 MAIN STREET | HOUSTON | TX | 77002 | None | PC | Annual operations. | $10,000 | |
| EASTER SEALS OF GREATER HOUSTON | ||||||||
| 4888 LOOP CENTRAL DRIVE STE 200 | HOUSTON | TX | 77081 | None | PC | High School/High Tech. | $10,000 | |
| FOOTHILLS CHRISTIAN CHURCH | ||||||||
| 9655 W STATE ST | BOISE | ID | 83714 | None | PC | Security system for the church and its tenant, The Ambrose School North Campus. | $10,000 | |
| FRESH HOPE INC | ||||||||
| 5421 N 103RD STE 100 | OMAHA | NE | 68134 | None | PC | Fresh Hope for Pastors/Healing the Heart Wounds of Ministry Workshops. | $66,000 | |
| FULLER THEOLOGICAL SEMINARY | ||||||||
| 135 N OAKLAND AVE | PASADENA | CA | 91182 | None | PC | Vocational Formation in a Changing World of Work. | $116,539 | |
| GIRL SCOUTS OF SAN JACINTO COUNCIL | ||||||||
| 3110 SOUTHWEST FREEWAY | HOUSTON | TX | 77098 | None | PC | Support for troops in five Heights feeder pattern schools. | $25,000 | |
| GLENWOOD CEMETERY HISTORIC PRESERVATION FOUNDATION | ||||||||
| 2525 WASHINGTON AVE | HOUSTON | TX | 77001 | None | PC | Annual operations. | $5,000 | |
| GREATER HOUSTON COMMUNITY FOUNDATION | ||||||||
| 515 POST OAK BLVD STE 1000 | HOUSTON | TX | 77027 | None | PC | Next Gen Institute Giving Circle. | $1,000 | |
| GREATER HOUSTON PRAYER BREAKFAST | ||||||||
| 8300 KATY FREEWAY | HOUSTON | TX | 77024 | None | PC | Speaker's fee for 4/20/2023 event. | $10,000 | |
| HERMANN PARK CONSERVANCY | ||||||||
| 1700 HERMANN DRIVE | HOUSTON | TX | 77004 | None | PC | Play Your Park Campaign. | $200,000 | |
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLAGE STREET | HILLSDALE | MI | 492421298 | None | PC | Barney Charter School Initiative. | $50,000 | |
| HOME ENCOURAGEMENT MINISTRIES INC | ||||||||
| 1515 ELDEN HILLS WAY | KATY | TX | 77494 | None | PC | Operations. | $5,000 | |
| HOPE MEDIA | ||||||||
| 1722 TREBLE DRIVE | HUMBLE | TX | 77338 | None | PC | Vida Unida Christian radio station. 1 of 2 | $50,000 | |
| HOPE MEDIA | ||||||||
| 1722 TREBLE DRIVE | HUMBLE | TX | 77338 | NONE | PC | Vida Unida Christian radio station. 2 of 2 | $200,000 | |
| HOUSTON ACHIEVEMENT PLACE | ||||||||
| 245 WEST 17TH | HOUSTON | TX | 77008 | None | PC | Project CLASS (Children Learning Appropriate Social Skills). | $10,000 | |
| HOUSTON BAPTIST UNIVERSITY | ||||||||
| 7502 FONDREN RD | HOUSTON | TX | 77074 | None | PC | McNair Center for Entrepreneurship and Free Enterprise (FY24). | $200,000 | |
| HOUSTON CHRISTIAN UNIVERSITY | ||||||||
| 7502 FONDREN RD | HOUSTON | TX | 77074 | None | PC | Morris Family Center for Law & Liberty. | $558,334 | |
| HOUSTON POLICE FOUNDATION | ||||||||
| 1200 TRAVIS ST | HOUSTON | TX | 77002 | None | PC | Mounted Patrol Adopt-A-Horse Program (3 horses). | $15,000 | |
| HOUSTON ZOO INC | ||||||||
| 6200 HERMANN PARK DRIVE | HOUSTON | TX | 77030 | None | PC | Keeping Our World Wild Centennial Capital Campaign. | $718,556 | |
| INTERCOLLEGIATE STUDIES INSTITUTE INC | ||||||||
| 3901 CENTERVILLE RD | WILMINGTON | DE | 19807 | None | PC | Texas Liberty Educational Initiative. | $50,000 | |
| JUNIOR ACHIEVEMENT OF SOUTHEAST TEXAS INC | ||||||||
| 2115 EAST GOVERNORS CIRCLE | HOUSTON | TX | 77092 | None | PC | Technology and Innovation Fund. | $100,000 | |
| LOVING HOUSTON INC | ||||||||
| 2916 W TC JESTER BLVD STE 200 | HOUSTON | TX | 77018 | None | PC | Annual operations. | $35,000 | |
| LUIS PALAU ASSOCIATION | ||||||||
| 1500 NW 167TH PLACE | BEAVERTON | OR | 97006 | None | PC | Houston Evangelism Team. | $5,000 | |
| MALACHI DESTINY & PURPOSE | ||||||||
| 3701 CHARLESTON STREET | HOUSTON | TX | 77021 | None | PC | Cooz Summer Enrichment Program. | $10,000 | |
| MANHATTAN INSTITUE FOR PUBLIC POLICY | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | None | PC | Adam Smith Society at Rice University. | $17,500 | |
| MEMORIAL PARK CONSERVANCY INC | ||||||||
| 75757 NORTH PICNIC LANE | HOUSTON | TX | 77007 | NONE | PC | 100th Anniversary Campaign. | $250,000 | |
| MEXICAN INSTITUTE OF GREATER HOUSTON INC | ||||||||
| 2950 S GESSNER STE 108 | HOUSTON | TX | 77063 | NONE | PC | Annual operations. | $10,000 | |
| MOTHER EMANUEL MEMORIAL FOUNDATION | ||||||||
| 110 CALHOUN ST | CHARLESTON | SC | 29401 | NONE | PC | Construction of Memorial for Mother Nine. | $200,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY INC | ||||||||
| 1667 K STREET NW STE 550 | WASHINGTON | DC | 20006 | NONE | PC | Kristi Cooper membership fee. | $2,500 | |
| NORTHWOOD UNIVERSITY | ||||||||
| 4000 WHITING DR | MIDLAND | MI | 48640 | NONE | PC | McNair Center for the Advancement of Free Enterprise and Entrepreneurship (FY24). | $200,000 | |
| PRAYERS FOR THE PEOPLE | ||||||||
| 15 GREENWAY PLAZA NO 5D | HOUSTON | TX | 77046 | NONE | PC | Annual operations. | $5,000 | |
| PRISON ENTREPRENEURSHIP PROGRAM | ||||||||
| 6501 NAVIGATION BLVD STE H7 | HOUSTON | TX | 77011 | NONE | PC | Operations. | $5,000 | |
| PROUNITAS | ||||||||
| 1801 MAIN ST STE 1300 | HOUSTON | TX | 77002 | NONE | PC | Adopt-A-School Campaign. | $75,000 | |
| SAM HOUSTON AREA COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| 2225 NORTH LOOP WEST | HOUSTON | TX | 77008 | None | PC | Annual operations. | $25,000 | |
| SCRIPTURE AWAKENINGS INC | ||||||||
| 512 N GROVE ST STE 202 | HENDERSONVILLE | NC | 287924489 | NONE | PC | Annual operations. | $10,000 | |
| SIGMA CHI FOUNDATION | ||||||||
| 1714 HINMAN AVENUE | EVANSTON | IL | 302010469 | NONE | PC | Renovations to USC McNair House. | $50,000 | |
| SMALL STEPS NUTURING CENTER | ||||||||
| 2902 JENSEN DRIVE | HOUSTON | TX | 77026 | NONE | PC | Speech Therapy (23-24). | $10,000 | |
| SPOLETO FESTIVAL USA | ||||||||
| 14 GEORGE STREET | CHARLESTON | SC | 29401 | NONE | PC | Chamber Music Series. | $25,000 | |
| TEXAS EDUCATION WORKS | ||||||||
| 1511 BUTLERCREST STREET | HOUSTON | TX | 77080 | NONE | PC | Scholarships. | $10,000 | |
| THE AMBROSE SCHOOL INC | ||||||||
| 6100 N LOCUST GROVE RD | MERIDIAN | ID | 83646 | NONE | PC | Physical education equipment, teacher support with projects and curriculum and other needs for the North Campus. | $20,000 | |
| THE CENTER FOR PURSUIT | ||||||||
| 4400 HARRISBURG BLVD | HOUSTON | TX | 77011 | NONE | PC | Career Pursuit Center. | $100,000 | |
| THE KIAWAH ISLAND NATURAL HABITAT CONSERVANCY INC | ||||||||
| 80 KESTREL COURT | KIAWAH ISLAND | SC | 29455 | NONE | PC | Annual operations. | $1,000 | |
| THE MISSION OF YAHWEH | ||||||||
| 10247 ALGIERS | HOUSTON | TX | 77041 | NONE | PC | The Spindletop House of Joy Children's Program. | $10,000 | |
| THE PRAYER INSTITUTE | ||||||||
| 6011 WEST OREM DRIVE | HOUSTON | TX | 77085 | NONE | PC | Digital Outreach Program. | $25,000 | |
| THE SOUPER BOWL OF CARING INC | ||||||||
| 6260 WESTPARK DRIVE STE 260 | HOUSTON | TX | 77057 | NONE | PC | Annual operations. | $10,000 | |
| THE TEXAS A&M KINGSVILLE FOUNDATION INC | ||||||||
| FBO CAESAR KLEBERG WILDLIFE RESEARC | KINGSVILLE | TX | 783638202 | NONE | PC | Annual operations. | $1,000 | 700 UNIVERSITY BLVD MSC 218 |
| THE UNIVERSITY OF TEXAS FOUNDATION | ||||||||
| FBO MD ANDERSON CANCER CENTER | HOUSTON | TX | 77030 | NONE | PC | McNair Scholar (C. Patel-MDACC). | $375,000 | 1515 HOLCOMBE BLVD |
| THE UNIVERSITY OF TEXAS FOUNDATION | ||||||||
| FBO UTHEALTH | HOUSTON | TX | 77030 | NONE | PC | AI-based methods for advancing endometriosis treatments. | $189,994 | 7000 FANNIN ST |
| THE WORKFAITH CONNECTION | ||||||||
| 4555 DACOMA ST STE 200 | HOUSTON | TX | 77092 | NONE | PC | Annual operations. | $10,000 | |
| UNITED WAY OF GREATER HOUSTON | ||||||||
| 50 WAUGH DRIVE | HOUSTON | TX | 77007 | NONE | PC | 211 Strike Team - Building Possibilities Campaign. | $250,000 | |
| UNITED WAY OF GREATER HOUSTON | ||||||||
| 50 WAUGH DRIVE | HOUSTON | TX | 77007 | NONE | PC | Alexis de Tocqueville Society annual operations. | $250,000 | |
| UNIVERSITY OF SOUTH CAROLINA | ||||||||
| OSBORNE ADMINISTRATION BUILDING | COLUMBIA | SC | 29208 | NONE | PC | McNair Scholar Enrichment. | $74,050 | SUITE 107 |
| UNIV OF SOUTH CAROLINA EDUCATIONAL FOUNDATION | ||||||||
| OSBORNE ADMINISTRATION BUILDING | COLUMBIA | SC | 29208 | NONE | PC | MSE (18 Scholars). | $36,000 | SUITE 107 |
| UNIV OF SOUTH CAROLINA EDUCATIONAL FOUNDATION | ||||||||
| OSBORNE ADMINISTRATION BUILDING | COLUMBIA | SC | 29208 | NONE | PC | McNair Institute for Entrepreneurism and Free Enterprise (FY24). | $400,000 | SUITE 107 |
| UNIV OF SOUTH CAROLINA EDUCATIONAL FOUNDATION | ||||||||
| OSBORNE ADMINISTRATION BUILDING | COLUMBIA | SC | 29208 | NONE | PC | McNair Scholars (FY24-Fall awards + $280k admin + $147,500 enrichment). | $1,076,500 | SUITE 107 |
| UNIVERSITY OF ST THOMAS | ||||||||
| 3800 MONTROSE BLVD | HOUSTON | TX | 77006 | NONE | PC | McNair Center for Entrepreneurism and Free Enterprise (FY24). | $200,000 | |
| VICTORY HOUSTON INC | ||||||||
| 5151 SAN FELIPE STE 800 | HOUSTON | TX | 77056 | NONE | PC | Support cancer research in Houston. | $5,000 | |
| W OSCAR NEUHAUS MEMORIAL FOUNDATION | ||||||||
| 4433 BISSONNET | BELLAIRE | TX | 77401 | NONE | PC | Annual operations. | $10,000 | |
| WILLIAM MARSH RICE UNIVERSITY | ||||||||
| 6100 MAIN STREET | HOUSTON | TX | 77005 | NONE | PC | Wireless Magnetoelectric Stimulation for Mental and Cognitive Disorders (J. Robinson). | $115,225 | |
| WILLIAM MARSH RICE UNIVERSITY | ||||||||
| 6100 MAIN STREET | HOUSTON | TX | 77005 | NONE | PC | McNair Scholars (FY24-N. Beittenmiller, A. Fishbein). | $118,000 | |
| YMCA OF GREATER HOUSTON | ||||||||
| 2600 NORTH LOOP WEST STE 300 | HOUSTON | TX | 77092 | NONE | PC | Membership scholarships for families at Texans Y. | $50,000 | |
| YMCA OF GREATER HOUSTON | ||||||||
| 2600 NORTH LOOP WEST STE 300 | HOUSTON | TX | 77092 | NONE | PC | Financial assistance membership scholarships for families at Texans Y. | $50,000 | |
| YOUTH FOR CHRIST HOUSTON | ||||||||
| 3202 FONTAINE DR | Pearland | TX | 77584 | NONE | PC | Annual operations. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,455,328 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE CENTER FOR PURSUIT | |||||||
| 4400 Harrisburg Blvd | HOUSTON | TX | 77011 | NONE | PC | Career Pursuit Center | $0 |
| HERMANN PARK CONSERVANCY | |||||||
| 1700 Hermann Drive | HOUSTON | TX | 77004 | NONE | PC | Play Your Park Campaign | $0 |
| THE WORKFAITH CONNECTION | |||||||
| 4555 Dacoma St Ste 200 | HOUSTON | TX | 77092 | NONE | PC | ANNUAL OPERATIONS | $0 |
| UNITED WAY OF GREATER HOUSTON | |||||||
| 50 Waugh Drive | HOUSTON | TX | 77007 | NONE | PC | 211 Strike Team - Building Possibilities Campaign | $0 |
| YOUTH FOR CHRIST HOUSTON | |||||||
| 3202 Fontaine Dr | PEARLAND | TX | 77584 | NONE | PC | ANNUAL OPERATIONS | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,330,000 | TotalGrantOrContriApprvFutAmt |
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 | $382,101 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,580,024 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,933,414 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 14 | $60 |
| AMEGY SERVICE FEE TRUE-UP | 14 | $167 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,895,766 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,895,766 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Janice S McNair | ||||||
| 1 | 109 N Post Oak Lane Ste 600 | Houston | TX | 77024 | $1,000,000 | Yes (X) |
| David Weekley | ||||||
| 2 | 109 N Post Oak Lane Ste 600 | Houston | TX | 77024 | $125,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,271 | Amt |
| Net Investment Income | $2,861 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,860 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (3 entries)
| ExplanationExplanationTxt |
|---|
| SNYDER CAPITAL MANAGEMENT LP |
| SNYDER CAPITAL MANAGEMENT LP IS A SMALL-CAP EQUITY MANAGER FOR THE FOUNDATION. |
| Fayez Sarofim Co |
| FAYEZ SAROFIM & CO. IS AN INVESTMENT MANAGER FOR THE FOUNDATION. |
| DR CHARLES NEBLETT |
| DR. NEBLETT HAS BEEN ENGAGED TO SERVE AS THE FOUNDATION'S MEDICAL DIRECTOR, WHERE HE OVERSEES THE MCNAIR MEDICAL INSTITUTE MEDICAL RESEARCH PROGRAMS. THE PURPOSE OF THE INSTITUTE'S MEDICAL RESEARCH PROGRAMS ARE TO ESTABLISH TRANSLATIONAL MEDICAL AND SCIENCE RESEARCH PROJECTS. |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FAYEZ SAROFIM EQUITIES-SEE ATT | $117,176,340 | $117,176,340 |
| SNYDER CAPITAL EQUITIES-SEE AT | $51,220,395 | $51,220,395 |
| GOLDMAN SACHS & CO-SEE ATT | $117,536,234 | $117,536,234 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $34,512 | LegalFeesAmt |
| Disbursements Charitable Prps | $34,512 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES & SMALL EQUIP | $193 | $96 | $97 |
| SEMINARS, CONFERENCES, & TRAIN | $9,325 | $9,325 | |
| POSTAGE AND DELIVERY | $354 | $413 | |
| OFFICE REFRESHMENTS | $43 | $43 | |
| COMMUNICATIONS CELLULAR | $2,190 | $2,211 | |
| INSURANCE | $6,257 | $6,257 | |
| PAYROLL FEES | $2,805 | $2,829 | |
| HR ADMIN & OTHER COSTS | $4,286 | $4,148 | |
| OFFICE AMENITIES | $1,234 | $1,061 | |
| BUSINESS GIFTS | $58 | $58 | |
| DUES & SUBSCRIPTIONS | $100 | $100 | |
| DESKTOP HARDWARE | $48 | $48 | |
| MOBILE DEVICE EXPENSE | $190 | $159 | |
| DESKTOP SOFTWARE | $470 | $470 | |
| NETWORK SOFTWARE | $20,848 | $20,848 | |
| IT CONSULTING | $6,338 | $6,338 | |
| OTHER FILING FEES | $90 | $90 | |
| MCNAIR SCHOLAR AWARDS | $38,398 | $38,398 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $60 | $60 |
| AMEGY SERVICE FEE TRUE-UP | $167 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | YTD UNREALIZED GAIN FMV EQUITIES | Desc |
| Amt | $35,338,842 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CONSULTING FEES | $810,445 | $810,445 | |
| PROGRAM CONSULTING FEES | $370,750 | $370,750 | |
| MANAGEMENT FEES | $123,099 | $61,550 | $63,781 |
| BANK FEES | $6,576 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INC. | $207,800 | ||
| FOREIGN DIVIDEND WITHHOLDING | $71,039 | $71,039 | |
| PAYROLL TAXES | $16,458 | $15,631 |