2025-01-31T14:20:40-06:00 2023-12-31 ERNST & YOUNG US LLP 111 MONUMENT CIR STE 4000 INDIANAPOLIS IN 46204 990PF 2023-01-01 766050185 The Robert and Janice McNair Foundation % THOMAS ROYCE ROBE 7133367884 109 N Post Oak Lane Suite 600 Houston TX 77024 Thomas Royce Executive Vice Pres 7133367800 2025-01-29 true JENNIFER D RHODERICK P00395735 3176817000 2023 2025-03-06 01:10:19Z X 293960260 X 1125000 382101 382101 4580024 4580024 10933414 16741649 10933414 227 60 17020766 15895599 271176 264690 35301 35301 40312 52324 34512 0 0 34512 5271 2861 0 2860 1310870 871995 434531 295297 71039 15631 16941 16665 93227 96 92893 2102907 945991 0 949407 13455328 13455328 15558235 945991 0 14404735 1462531 14949608 5954963 7981082 7981082 0 65786 0 0 42214 46209 46209 251178991 285932969 285932969 257241954 293960260 293960260 149146 66079 149146 66079 X 1628435 1628435 255464373 292265746 257092808 293894181 257241954 293960260 257092808 1462531 35338842 293894181 293894181 PUBLICLY TRADED SECURITIES - ST COVERED 203786 235217 -31431 -31431 PUBLICLY TRADED SECURITIES - LT COVERED 6603976 5318615 1285361 1285361 PUBLICLY TRADED SECURITIES - LT NONCOVERED 9933887 254403 9679484 9679484 10933414 -31431 207800 207800 207800 220214 0 25000 245214 X 0 37414 0 37414 false false false false false false false true true TX true false false false false true www.mcnairfoundation.org THOMAS ROYCE 7133367824 109 N POST OAK LANE STE 600 HOUSTON TX 77024 false false false true true false false false false false false false false false false false false false false false false false 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 271176 37131 0 0 SNYDER CAPITAL MANAGEMENT LP 101 Mission Street STE 1400 SAN FRANCISCO CA 94105 INVESTMENT MANAGER 457815 Fayez Sarofim & Co TWO HOUSTON CENTER STE 2907 HOUSTON TX 77010 INVESTMENT MANAGER 352630 DR CHARLES NEBLETT 109 N POST OAK LANE STE 600 HOUSTON TX 77024 MEDICAL DIRECTOR 292500 272392937 7812938 0 280205875 0 280205875 4203088 276002787 13800139 13800139 207800 207800 13592339 13592339 13592339 14404735 0 0 0 0 14404735 13592339 0 2021 2020 2019 0 8429012 11209911 4437987 505382 24582292 14404735 0 13592339 812396 25394688 0 0 0 0 8429012 16965676 11209911 4437987 505382 812396 JANICE S MCNAIR NONE X 3S MINISTRIES 2248 CENTRAL DR STE 107 PMB 221 BEDFORD TX 76021 NONE PC Marriage workshops for first responders. 30000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 HOUSTON TX 77030 NONE PC Gift in memory of McNair Scholar, Dr. Max Pietrapaolo. 10000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 HOUSTON TX 77030 NONE PC McNair Scholar - B. Hayden. 500000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 HOUSTON TX 77030 NONE PC Wireless Magnetoelectric Stimulation for Mental and Cognitive Disorders (S. Sheth). 44361 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 HOUSTON TX 77030 NONE PC McNair Scholar - S. Heilbronner. 500000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 HOUSTON TX 77030 None PC McNair Scholar - S. Buffington. 500000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 HOUSTON TX 77030 NONE PC McNair Symposium - April 26, 2023. 25000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 HOUSTON TX 77030 None PC FY24 career development for the McNair MD/PhD Scholars. 12500 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 Houston TX 77030 NONE PC FY24 marketing for McNair MD/PhD Scholars. 12500 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 HOUSTON TX 77030 NONE PC McNair Scholar - Y. Gao. 500000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 HOUSTON TX 77030 None PC Low-Intensity Shockwave Therapy to Treat Men's Infertility (M. Khera). 50000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 Houston TX 77030 None PC Low-Intensity Shockwave Therapy to Treat Hypogonadism (M. Khera). 50000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 Houston TX 77030 None PC Targeting a bioelectric switch on mitochondrial membranes to eliminate dormant cancer cells (S.Zhang). 250000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 Houston TX 77030 None PC McNair Scholar - B. Arenkiel. 100000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 Houston TX 77030 None PC McNair Scholar - T. Westbrook. 200000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 Houston TX 77030 None PC McNair Scholar - K. Marshall. 250000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 Houston TX 77030 None PC McNair MD/PhD Scholars, payment toward academic year 23-24 (FY24). 417517 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 Houston TX 77030 NONE PC McNair MD/PhD Scholars, payment toward academic year 23-24 (FY24). 275272 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 HOUSTON TX 77030 None PC McNair Scholar - B. Hayden. 100000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 Houston TX 77030 None PC AI-based methods for advancing endometriosis treatments (X. Guan). 100980 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 HOUSTON TX 77030 None PC McNair Scholar - S. Buffington. 155000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 Houston TX 77030 None PC McNair Scholar - S. Heilbronner. 400000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 Houston TX 77030 NONE PC McNair Scholar - B. Dudok. 400000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 Houston TX 77030 None PC McNair Scholar Recruit - N. Provenzano. 500000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA MS BCM160 HOUSTON TX 77030 None PC McNair Scholar - M. Bround. 500000 BIG BROTHERS BIG SISTERS LONE STAR 1003 WASHINGTON AVE Houston TX 77002 None PC Annual operations. 10000 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 50000 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 50000 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. 100000 COLUMBIA COLLEGE 1301 COLUMBIA COLLEGE DRIVE COLUMBIA SC 29203 None PC Additional earnest money toward College Park UMC purchase. 100000 COLUMBIA COLLEGE 1301 COLUMBIA COLLEGE DRIVE COLUMBIA SC 29203 None PC College Park UMC purchase. 500000 COLUMBIA COLLEGE 1301 COLUMBIA COLLEGE DRIVE COLUMBIA SC 29203 None PC College Park UMC renovation. 25000 CRIME STOPPERS OF HOUSTON INC 3001 MAIN STREET HOUSTON TX 77002 None PC Annual operations. 10000 EASTER SEALS OF GREATER HOUSTON 4888 LOOP CENTRAL DRIVE STE 200 HOUSTON TX 77081 None PC High School/High Tech. 10000 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. 10000 FRESH HOPE INC 5421 N 103RD STE 100 OMAHA NE 68134 None PC Fresh Hope for Pastors/Healing the Heart Wounds of Ministry Workshops. 66000 FULLER THEOLOGICAL SEMINARY 135 N OAKLAND AVE PASADENA CA 91182 None PC Vocational Formation in a Changing World of Work. 116539 GIRL SCOUTS OF SAN JACINTO COUNCIL 3110 SOUTHWEST FREEWAY HOUSTON TX 77098 None PC Support for troops in five Heights feeder pattern schools. 25000 GLENWOOD CEMETERY HISTORIC PRESERVATION FOUNDATION 2525 WASHINGTON AVE HOUSTON TX 77001 None PC Annual operations. 5000 GREATER HOUSTON COMMUNITY FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 None PC Next Gen Institute Giving Circle. 1000 GREATER HOUSTON PRAYER BREAKFAST 8300 KATY FREEWAY HOUSTON TX 77024 None PC Speaker's fee for 4/20/2023 event. 10000 HERMANN PARK CONSERVANCY 1700 HERMANN DRIVE HOUSTON TX 77004 None PC Play Your Park Campaign. 200000 HILLSDALE COLLEGE 33 E COLLAGE STREET HILLSDALE MI 492421298 None PC Barney Charter School Initiative. 50000 HOME ENCOURAGEMENT MINISTRIES INC 1515 ELDEN HILLS WAY KATY TX 77494 None PC Operations. 5000 HOPE MEDIA 1722 TREBLE DRIVE HUMBLE TX 77338 None PC Vida Unida Christian radio station. 1 of 2 50000 HOPE MEDIA 1722 TREBLE DRIVE HUMBLE TX 77338 NONE PC Vida Unida Christian radio station. 2 of 2 200000 HOUSTON ACHIEVEMENT PLACE 245 WEST 17TH HOUSTON TX 77008 None PC Project CLASS (Children Learning Appropriate Social Skills). 10000 HOUSTON BAPTIST UNIVERSITY 7502 FONDREN RD HOUSTON TX 77074 None PC McNair Center for Entrepreneurship and Free Enterprise (FY24). 200000 HOUSTON CHRISTIAN UNIVERSITY 7502 FONDREN RD HOUSTON TX 77074 None PC Morris Family Center for Law & Liberty. 558334 HOUSTON POLICE FOUNDATION 1200 TRAVIS ST HOUSTON TX 77002 None PC Mounted Patrol Adopt-A-Horse Program (3 horses). 15000 HOUSTON ZOO INC 6200 HERMANN PARK DRIVE HOUSTON TX 77030 None PC Keeping Our World Wild Centennial Capital Campaign. 718556 INTERCOLLEGIATE STUDIES INSTITUTE INC 3901 CENTERVILLE RD WILMINGTON DE 19807 None PC Texas Liberty Educational Initiative. 50000 JUNIOR ACHIEVEMENT OF SOUTHEAST TEXAS INC 2115 EAST GOVERNORS CIRCLE HOUSTON TX 77092 None PC Technology and Innovation Fund. 100000 LOVING HOUSTON INC 2916 W TC JESTER BLVD STE 200 HOUSTON TX 77018 None PC Annual operations. 35000 LUIS PALAU ASSOCIATION 1500 NW 167TH PLACE BEAVERTON OR 97006 None PC Houston Evangelism Team. 5000 MALACHI DESTINY & PURPOSE 3701 CHARLESTON STREET HOUSTON TX 77021 None PC Cooz Summer Enrichment Program. 10000 MANHATTAN INSTITUE FOR PUBLIC POLICY 52 VANDERBILT AVENUE NEW YORK NY 10017 None PC Adam Smith Society at Rice University. 17500 MEMORIAL PARK CONSERVANCY INC 75757 NORTH PICNIC LANE HOUSTON TX 77007 NONE PC 100th Anniversary Campaign. 250000 MEXICAN INSTITUTE OF GREATER HOUSTON INC 2950 S GESSNER STE 108 HOUSTON TX 77063 NONE PC Annual operations. 10000 MOTHER EMANUEL MEMORIAL FOUNDATION 110 CALHOUN ST CHARLESTON SC 29401 NONE PC Construction of Memorial for Mother Nine. 200000 NATIONAL CENTER FOR FAMILY PHILANTHROPY INC 1667 K STREET NW STE 550 WASHINGTON DC 20006 NONE PC Kristi Cooper membership fee. 2500 NORTHWOOD UNIVERSITY 4000 WHITING DR MIDLAND MI 48640 NONE PC McNair Center for the Advancement of Free Enterprise and Entrepreneurship (FY24). 200000 PRAYERS FOR THE PEOPLE 15 GREENWAY PLAZA NO 5D HOUSTON TX 77046 NONE PC Annual operations. 5000 PRISON ENTREPRENEURSHIP PROGRAM 6501 NAVIGATION BLVD STE H7 HOUSTON TX 77011 NONE PC Operations. 5000 PROUNITAS 1801 MAIN ST STE 1300 HOUSTON TX 77002 NONE PC Adopt-A-School Campaign. 75000 SAM HOUSTON AREA COUNCIL BOY SCOUTS OF AMERICA 2225 NORTH LOOP WEST HOUSTON TX 77008 None PC Annual operations. 25000 SCRIPTURE AWAKENINGS INC 512 N GROVE ST STE 202 HENDERSONVILLE NC 287924489 NONE PC Annual operations. 10000 SIGMA CHI FOUNDATION 1714 HINMAN AVENUE EVANSTON IL 302010469 NONE PC Renovations to USC McNair House. 50000 SMALL STEPS NUTURING CENTER 2902 JENSEN DRIVE HOUSTON TX 77026 NONE PC Speech Therapy (23-24). 10000 SPOLETO FESTIVAL USA 14 GEORGE STREET CHARLESTON SC 29401 NONE PC Chamber Music Series. 25000 TEXAS EDUCATION WORKS 1511 BUTLERCREST STREET HOUSTON TX 77080 NONE PC Scholarships. 10000 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. 20000 THE CENTER FOR PURSUIT 4400 HARRISBURG BLVD HOUSTON TX 77011 NONE PC Career Pursuit Center. 100000 THE KIAWAH ISLAND NATURAL HABITAT CONSERVANCY INC 80 KESTREL COURT KIAWAH ISLAND SC 29455 NONE PC Annual operations. 1000 THE MISSION OF YAHWEH 10247 ALGIERS HOUSTON TX 77041 NONE PC The Spindletop House of Joy Children's Program. 10000 THE PRAYER INSTITUTE 6011 WEST OREM DRIVE HOUSTON TX 77085 NONE PC Digital Outreach Program. 25000 THE SOUPER BOWL OF CARING INC 6260 WESTPARK DRIVE STE 260 HOUSTON TX 77057 NONE PC Annual operations. 10000 THE TEXAS A&M KINGSVILLE FOUNDATION INC FBO CAESAR KLEBERG WILDLIFE RESEARC 700 UNIVERSITY BLVD MSC 218 KINGSVILLE TX 783638202 NONE PC Annual operations. 1000 THE UNIVERSITY OF TEXAS FOUNDATION FBO MD ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 NONE PC McNair Scholar (C. Patel-MDACC). 375000 THE UNIVERSITY OF TEXAS FOUNDATION FBO UTHEALTH 7000 FANNIN ST HOUSTON TX 77030 NONE PC AI-based methods for advancing endometriosis treatments. 189994 THE WORKFAITH CONNECTION 4555 DACOMA ST STE 200 HOUSTON TX 77092 NONE PC Annual operations. 10000 UNITED WAY OF GREATER HOUSTON 50 WAUGH DRIVE HOUSTON TX 77007 NONE PC 211 Strike Team - Building Possibilities Campaign. 250000 UNITED WAY OF GREATER HOUSTON 50 WAUGH DRIVE HOUSTON TX 77007 NONE PC Alexis de Tocqueville Society annual operations. 250000 UNIVERSITY OF SOUTH CAROLINA OSBORNE ADMINISTRATION BUILDING SUITE 107 COLUMBIA SC 29208 NONE PC McNair Scholar Enrichment. 74050 UNIV OF SOUTH CAROLINA EDUCATIONAL FOUNDATION OSBORNE ADMINISTRATION BUILDING SUITE 107 COLUMBIA SC 29208 NONE PC MSE (18 Scholars). 36000 UNIV OF SOUTH CAROLINA EDUCATIONAL FOUNDATION OSBORNE ADMINISTRATION BUILDING SUITE 107 COLUMBIA SC 29208 NONE PC McNair Institute for Entrepreneurism and Free Enterprise (FY24). 400000 UNIV OF SOUTH CAROLINA EDUCATIONAL FOUNDATION OSBORNE ADMINISTRATION BUILDING SUITE 107 COLUMBIA SC 29208 NONE PC McNair Scholars (FY24-Fall awards + $280k admin + $147,500 enrichment). 1076500 UNIVERSITY OF ST THOMAS 3800 MONTROSE BLVD HOUSTON TX 77006 NONE PC McNair Center for Entrepreneurism and Free Enterprise (FY24). 200000 VICTORY HOUSTON INC 5151 SAN FELIPE STE 800 HOUSTON TX 77056 NONE PC Support cancer research in Houston. 5000 W OSCAR NEUHAUS MEMORIAL FOUNDATION 4433 BISSONNET BELLAIRE TX 77401 NONE PC Annual operations. 10000 WILLIAM MARSH RICE UNIVERSITY 6100 MAIN STREET HOUSTON TX 77005 NONE PC Wireless Magnetoelectric Stimulation for Mental and Cognitive Disorders (J. Robinson). 115225 WILLIAM MARSH RICE UNIVERSITY 6100 MAIN STREET HOUSTON TX 77005 NONE PC McNair Scholars (FY24-N. Beittenmiller, A. Fishbein). 118000 YMCA OF GREATER HOUSTON 2600 NORTH LOOP WEST STE 300 HOUSTON TX 77092 NONE PC Membership scholarships for families at Texans Y. 50000 YMCA OF GREATER HOUSTON 2600 NORTH LOOP WEST STE 300 HOUSTON TX 77092 NONE PC Financial assistance membership scholarships for families at Texans Y. 50000 YOUTH FOR CHRIST HOUSTON 3202 FONTAINE DR Pearland TX 77584 NONE PC Annual operations. 5000 13455328 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 1330000 14 382101 14 4580024 18 10933414 OTHER INCOME 14 60 AMEGY SERVICE FEE TRUE-UP 14 167 15895766 15895766 false false false false false false false false false false X X 1 Janice S McNair 109 N Post Oak Lane Ste 600 Houston TX 77024 1000000 X 2 David Weekley 109 N Post Oak Lane Ste 600 Houston TX 77024 125000 X ACCOUNTING FEES 5271 2861 2860 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. FAYEZ SAROFIM EQUITIES-SEE ATT 117176340 117176340 SNYDER CAPITAL EQUITIES-SEE AT 51220395 51220395 GOLDMAN SACHS & CO-SEE ATT 117536234 117536234 LEGAL FEES 34512 34512 OFFICE SUPPLIES & SMALL EQUIP 193 96 97 SEMINARS, CONFERENCES, & TRAIN 9325 9325 POSTAGE AND DELIVERY 354 413 OFFICE REFRESHMENTS 43 43 COMMUNICATIONS CELLULAR 2190 2211 INSURANCE 6257 6257 PAYROLL FEES 2805 2829 HR ADMIN & OTHER COSTS 4286 4148 OFFICE AMENITIES 1234 1061 BUSINESS GIFTS 58 58 DUES & SUBSCRIPTIONS 100 100 DESKTOP HARDWARE 48 48 MOBILE DEVICE EXPENSE 190 159 DESKTOP SOFTWARE 470 470 NETWORK SOFTWARE 20848 20848 IT CONSULTING 6338 6338 OTHER FILING FEES 90 90 MCNAIR SCHOLAR AWARDS 38398 38398 OTHER INCOME 60 60 AMEGY SERVICE FEE TRUE-UP 167 YTD UNREALIZED GAIN FMV EQUITIES 35338842 INVESTMENT CONSULTING FEES 810445 810445 PROGRAM CONSULTING FEES 370750 370750 MANAGEMENT FEES 123099 61550 63781 BANK FEES 6576 EXCISE TAX ON INVESTMENT INC. 207800 FOREIGN DIVIDEND WITHHOLDING 71039 71039 PAYROLL TAXES 16458 15631