EPISCOPAL HEALTH FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EPISCOPAL HEALTH FOUNDATION (EIN 46-2599162)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-06
- IRS object ID
- 201533109349301808
- Schema version
- 2014v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-06T12:10:59-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770275132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462599162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Episcopal Health Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EPIS | BusinessNameControlTxt |
| Phone | 7132250900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Fannin Ste 300 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elena M Marks | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2015-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jody Blazek | PreparerPersonNm |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Elena M Marks | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Fannin | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $56,721,527 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.episcopalhealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | To 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 Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $5,997 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $4,047 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,244,004,044 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,397,374 | PYInvestmentIncomeAmt |
| CY Investment Income | $56,664,491 | CYInvestmentIncomeAmt |
| CY Other Revenue | $9,796 | CYOtherRevenueAmt |
| PY Total Revenue | $1,258,401,418 | PYTotalRevenueAmt |
| CY Total Revenue | $56,674,287 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $186,862,328 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,723,754 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $1,965,101 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,304,875 | PYOtherExpensesAmt |
| CY Other Expenses | $5,349,773 | CYOtherExpensesAmt |
| PY Total Expenses | $198,167,203 | PYTotalExpensesAmt |
| CY Total Expenses | $21,038,628 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,060,234,215 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $35,635,659 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,134,998,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,159,244,608 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,242,980 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,459,917 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,107,755,498 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,131,784,691 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $14,557,065 | ExpenseAmt |
| Grant | $13,723,754 | GrantAmt |
| Desc | Episcopal Health Foundation works to improve the health of the 10 million people in the 57 counties of the Episcopal Diocese of Texas in furtherance of our mission and charter. We do this by making grants to nonprofit organizations who carry out work aligned with our mission. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,158,091 | ExpenseAmt |
| Desc | Episcopal Health Foundation works to improve the health of the 10 million people in the 57 counties of the Episcopal Diocese of Texas in futherance of our mission and charter. Beyond grant-making, we do this through staff-led research, community and diocesan engagement and convenings. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,715,156 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Biehl | PersonNm |
| Phone | 7135206444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 Texas Ave | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Rt Rev C Andrew Doyle | ||||||||
| Chair | 10.00 | 30.00 | Yes (X) | Yes (X) | $0 | $230,833 | $143,506 | |
| Deborah Robinson | ||||||||
| Secretary | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Linnet F Deily | ||||||||
| Exec. Chair | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Freda Wilkerson Bass | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert T Blakely | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David T Harvin | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| James Henderson | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| The Rev Lisa S Hines | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| William C Montgomery | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas C Ortiz | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kathleen R Pfister | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert K Reeves | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| George T Roberts Jr | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Chase Untermeyer | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| The Rev Neil Alan Willard | ||||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Elena M Marks | ||||||||
| President & CEO | 50.00 | 0.00 | Yes (X) | $413,165 | $0 | $62,979 | ||
| Robert Biehl | ||||||||
| Treasurer | 12.00 | 28.00 | Yes (X) | $0 | $184,963 | $40,661 | ||
| David Fisher | ||||||||
| Asst. Treasurer | 10.00 | 30.00 | Yes (X) | $0 | $135,998 | $39,701 | ||
| Gail Bray | ||||||||
| VP Research | 40.00 | 0.00 | $190,618 | $0 | $28,385 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $603,783 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $551,794 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $315,232 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hall Capital Partners | |||||
| 850 Third Ave 19th Floor | New York | NY | 10022 | Investment mgmt | $3,449,372 |
| BNY | |||||
| One Wall Street | New York | NY | 10286 | Investment mgmt | $111,000 |
| Greystone Consulting | |||||
| 5051 Westheimer Road 2100 | Houston | TX | 77056 | Investment mgmt | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,124,872 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $4,605 | UnrelatedBusinessRevenueAmt |
| Exclusion | $24,120,267 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $57,036 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,240 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,796 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,796 | TotalRevenueColumnAmt |
| Exclusion | $9,796 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,539,619 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,539,619 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,539,619 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,392 | UnrelatedBusinessRevenueAmt |
| Exclusion | $32,538,227 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,674,287 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $5,997 | UnrelatedBusinessRevenueAmt |
| Exclusion | $56,668,290 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,723,754 | TotalAmt |
| Program Services | $13,723,754 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,144 | TotalAmt |
| Program Services | $238,072 | ProgramServicesAmt |
| Management And General | $238,072 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,081,333 | TotalAmt |
| Program Services | $902,576 | ProgramServicesAmt |
| Management And General | $178,757 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,109 | TotalAmt |
| Program Services | $78,849 | ProgramServicesAmt |
| Management And General | $15,260 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,210 | TotalAmt |
| Program Services | $168,193 | ProgramServicesAmt |
| Management And General | $50,017 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,305 | TotalAmt |
| Program Services | $70,732 | ProgramServicesAmt |
| Management And General | $24,573 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,744 | TotalAmt |
| Program Services | $2,521 | ProgramServicesAmt |
| Management And General | $93,223 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,421 | TotalAmt |
| Management And General | $29,421 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,549,010 | TotalAmt |
| Management And General | $3,549,010 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $911,740 | TotalAmt |
| Program Services | $222,552 | ProgramServicesAmt |
| Management And General | $689,188 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,549 | TotalAmt |
| Management And General | $66,549 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,841 | TotalAmt |
| Program Services | $17,557 | ProgramServicesAmt |
| Management And General | $109,284 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,910 | TotalAmt |
| Program Services | $74,556 | ProgramServicesAmt |
| Management And General | $47,354 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,473 | TotalAmt |
| Program Services | $98,702 | ProgramServicesAmt |
| Management And General | $93,771 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,986 | TotalAmt |
| Program Services | $14,588 | ProgramServicesAmt |
| Management And General | $48,398 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,717 | TotalAmt |
| Program Services | $54,984 | ProgramServicesAmt |
| Management And General | $70,733 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,502 | TotalAmt |
| Program Services | $7,204 | ProgramServicesAmt |
| Management And General | $18,298 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Membership dues | $30,536 | $30,336 | $200 |
| Continuing education | $11,344 | $9,980 | $1,364 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,038,628 | TotalAmt |
| Program Services | $15,715,156 | ProgramServicesAmt |
| Management And General | $5,323,472 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,932,659 | BOYAmt |
| EOY | $12,444,799 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,180,569 | BOYAmt |
| EOY | $5,730,290 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,000,000 | BOYAmt |
| EOY | $214,224,524 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,965,821 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $138,741 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $9,827,080 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,885,250 | BOYAmt |
| EOY | $21,662,112 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $895,355,803 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,134,998,478 | BOYAmt |
| EOY | $1,159,244,608 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,057 | BOYAmt |
| EOY | $85,460 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,946,923 | BOYAmt |
| EOY | $27,374,457 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,242,980 | BOYAmt |
| EOY | $27,459,917 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,107,755,498 | BOYAmt |
| EOY | $1,131,784,691 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,107,755,498 | BOYAmt |
| EOY | $1,131,784,691 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,134,998,478 | BOYAmt |
| EOY | $1,159,244,608 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $35,635,659 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$11,606,466 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Episcopal Diocese of Texas | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741143081 | EIN |
| Organization Type | 1 | OrganizationTypeDesc |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $20,912,911 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $20,912,911 | SupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (true) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Section A, Line 6: Description Of Grants Or Provided Benefits To Others | FormAndLineReferenceDesc |
| Explanation | The Foundation made grants to the organizations listed in Schedule I. Such grants were made in furtherance of the missions of both the Foundation and its supported organization. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $750,000 | OtherCostOrOtherBasisAmt |
| Book Value | $750,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,031,634 | OtherCostOrOtherBasisAmt |
| Depreciation | $124,119 | DepreciationAmt |
| Book Value | $8,907,515 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $121,204 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,451 | DepreciationAmt |
| Book Value | $108,753 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,983 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,171 | DepreciationAmt |
| Book Value | $60,812 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,827,080 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $895,355,803 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $41,566,051 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$11,606,466 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$11,606,466 | RevenueNotReportedAmt |
| Revenue Subtotal | $53,172,517 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $3,549,010 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$47,240 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,501,770 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $56,674,287 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,536,858 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $47,240 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $47,240 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,489,618 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $3,549,010 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $3,549,010 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,038,628 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part XII, Line 2d: Other expenses and losses per audited F/S | FormAndLineReferenceDesc |
| Explanation | Rental expenses $47240 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (68 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ACAM | ||||||||
| 710 N Post Oak Lane | Houston | TX | 77024 | 275410988 | 501(c)(3) | $331,000 | $0 | Enhance access to healthcare |
| Access Health | ||||||||
| 400 Austin Street | Richmond | TX | 77469 | 741951476 | 501(c)(3) | $50,000 | $0 | Primary care services to needy |
| Angel Reach | ||||||||
| 1107 North San Jacinto | Conroe | TX | 77301 | 205665097 | 501(c)(3) | $10,000 | $0 | Support new program - Angel's Nest |
| Austin Child Guidance Center | ||||||||
| 810 W 45th Street | Austin | TX | 78751 | 741166783 | 501(c)(3) | $15,000 | $0 | Support high-needs childcare ctrs |
| Austin Childrens Services | ||||||||
| 4800 Manor Road | Austin | TX | 78723 | 742320657 | 501(c)(3) | $21,384 | $0 | Prov. full-time Medical Coordinator |
| Bering Omega Community Svs | ||||||||
| 1429 Hawthorne | Houston | TX | 77006 | 760589592 | 501(c)(3) | $18,000 | $0 | Support needs of HIV/AIDS patients |
| Bethesda Health Clinic | ||||||||
| 409 West Ferguson | Tyler | TX | 75702 | 260036674 | 501(c)(3) | $25,000 | $0 | Fund part-time Program Director |
| Boat People SOS Inc | ||||||||
| 11360 Bellaire Blvd | Houston | TX | 77072 | 541563619 | 501(c)(3) | $25,000 | $0 | Support part-time Case Manager |
| Breast Health Collab of TX | ||||||||
| 3015 Richmond Avenue Ste 140 | Houston | TX | 77005 | 454193838 | 501(c)(3) | $106,312 | $0 | Executive Dir salary/oper. support |
| Bucknell University | ||||||||
| Marts Hall 1 Dent Drive | Lewisburg | PA | 17837 | 240772407 | 501(c)(3) | $500,000 | $0 | Healthcare Research/Design Fund |
| Casa de Esperanza de los Nino | ||||||||
| P O Box 66581 | Houston | TX | 77266 | 760105306 | 501(c)(3) | $56,000 | $0 | Community Foster Care Program |
| Casa Marianella | ||||||||
| 821 Gunter Street | Austin | TX | 78702 | 742377341 | 501(c)(3) | $22,680 | $0 | Healthcare for homeless immigrants |
| Center For Child Protection | ||||||||
| 8509 FM 969 Bldg 2 | Austin | TX | 78724 | 742562585 | 501(c)(3) | $36,450 | $0 | Child abuse awareness & prevention |
| Christian Community Service | ||||||||
| 3230 Mercer | Houston | TX | 77027 | 742128141 | 501(c)(3) | $32,400 | $0 | Basic needs for clients in crisis |
| Coalition For The Homeless | ||||||||
| 600 Jefferson Ste 2050 | Houston | TX | 77002 | 760257018 | 501(c)(3) | $90,000 | $0 | Develop performance tool |
| Collaborative for Children | ||||||||
| 1111 N Loop W Ste 600 | Houston | TX | 77008 | 237160400 | 501(c)(3) | $20,000 | $0 | In-home parenting consultation |
| Communities In Schools Hou | ||||||||
| 1235 N Loop W | Houston | TX | 77008 | 760031827 | 501(c)(3) | $60,920 | $0 | School-based mental/dental health |
| Communities In Schools-Cen TX | ||||||||
| 3000 IH 35 | Austin | TX | 78704 | 742369020 | 501(c)(3) | $25,920 | $0 | XY-Zone, leadership development |
| East Texas Health Access Netw | ||||||||
| 297 Lindsey St | Jasper | TX | 75951 | 752862265 | 501(c)(3) | $50,000 | $0 | Prov. 2 Community Health Workers |
| El Buen Samaritano Epis Miss | ||||||||
| 7000 Woodhue Dr | Austin | TX | 78745 | 742488682 | 501(c)(3) | $268,000 | $0 | Health svcs for low-income/uninsurd |
| El Centro de Corazon | ||||||||
| PO Box 230209 | Houston | TX | 77223 | 760442781 | 501(c)(3) | $52,650 | $0 | Dental services for impoverished |
| Epiphany Comm Health Outr | ||||||||
| 9600 S Gessner | Houston | TX | 77071 | 760645238 | 501(c)(3) | $60,000 | $0 | Health care/social svcs to needy |
| Escape Family Resource Ctr | ||||||||
| 1721 Pech Rd Ste 300 | Houston | TX | 77055 | 760029184 | 501(c)(3) | $36,295 | $0 | Child abuse prevention program |
| Family Svc Ctr of Galv County | ||||||||
| 2200 Market St Ste 600 | Galveston | TX | 77550 | 741157849 | 501(c)(3) | $80,000 | $0 | Full-time clinician at St. Vincents |
| Good Neighbor Healthcare Ctr | ||||||||
| 190 Heights Blvd | Houston | TX | 77007 | 741746576 | 501(c)(3) | $50,000 | $0 | Dental care - lower-income patients |
| Great Commission Foundation | ||||||||
| 1225 Texas Avenue | Houston | TX | 77002 | 462673721 | 501(c)(3) | $5,000,000 | $0 | Fund Diocesan emp health insurance |
| Healthcare for the Homeless | ||||||||
| PO Box 66690 | Houston | TX | 77266 | 237160400 | 501(c)(3) | $40,000 | $0 | Health services for homeless |
| Homes of St Mark-Presby Chil | ||||||||
| 7880 San Felipe St No 111 | Houston | TX | 77063 | 746024106 | 501(c)(3) | $45,912 | $0 | Health services for foster/adopt |
| HOPE Project | ||||||||
| 157 Wall St | Tenaha | TX | 75974 | 320086739 | 501(c)(3) | $100,000 | $0 | Dental clinic construction |
| Hou-Harris Co Immun Registry | ||||||||
| 3000 Richmond Ave Ste 200B | Houston | TX | 77098 | 760695612 | 501(c)(3) | $45,000 | $0 | Rural immunization practices |
| Houston Area Comm Svcs Inc | ||||||||
| 2150 W 18th St | Houston | TX | 77008 | 760549240 | 501(c)(3) | $45,000 | $0 | Increase access high-risk females |
| Houston Galveston Institute | ||||||||
| 2990 Richmond Ave Ste 530 | Houston | TX | 77098 | 742044953 | 501(c)(3) | $39,160 | $0 | Mental health services, training |
| Interfaith Community Clinic | ||||||||
| 101 Pine Manor Dr | Oak Ridge North | TX | 77385 | 752634623 | 501(c)(3) | $103,000 | $0 | Health/dental svcs/Healthy Kids Fst |
| Krist Sam Ctr for Counseling | ||||||||
| 17555 El Camino Real | Houston | TX | 77058 | 760173176 | 501(c)(3) | $35,000 | $0 | Mental health care for needy |
| LIFEHouston | ||||||||
| 2002 S Wayside Dr Ste 113 | Houston | TX | 77023 | 760296548 | 501(c)(3) | $40,000 | $0 | Staff position |
| Lone Star Assoc of Char Clin | ||||||||
| PO Box 684127 | Austin | TX | 78768 | 331115138 | 501(c)(3) | $60,000 | $0 | Operational/program support |
| Manos de Cristo Dental Center | ||||||||
| 4911 Harmon Ave | Austin | TX | 78751 | 742511974 | 501(c)(3) | $24,300 | $0 | Professional staff |
| Matagorda Epis Health Outreac | ||||||||
| 101 Ave F North | Bay City | TX | 77414 | 200537948 | 501(c)(3) | $200,000 | $0 | Medical/dental/behavioral services |
| Memorial Assist Ministries | ||||||||
| 1625 Blalock Rd | Houston | TX | 77080 | 760044172 | 501(c)(3) | $25,000 | $0 | Mental health counsel/medical |
| Mental Health Amer of Gr Hou | ||||||||
| 2211 Norfolk | Houston | TX | 77098 | 741272394 | 501(c)(3) | $30,000 | $0 | Improve student behavioral health |
| Nehemiah Center Inc | ||||||||
| 5015 Fannin St | Houston | TX | 77004 | 760437157 | 501(c)(3) | $40,000 | $0 | Family Services Program |
| Neighborhood Centers Inc | ||||||||
| 4500 Bissonnet St Ste 200 | Bellaire | TX | 77401 | 237062976 | 501(c)(3) | $50,000 | $0 | Health programs - older adults |
| New Hope Housing Inc | ||||||||
| 1117 Texas Ave | Houston | TX | 77002 | 731419279 | 501(c)(3) | $150,000 | $0 | Housing/Resident services program |
| North Pasadena Comm Outreach | ||||||||
| 705 1/2 Williams St | Pasadena | TX | 77504 | 760560813 | 501(c)(3) | $75,000 | $0 | Services to disadvantaged |
| Northwest Assistance Minist | ||||||||
| 15555 Kuykendahl Rd | Houston | TX | 77090 | 760088702 | 501(c)(3) | $35,000 | $0 | NAM's Children's Clinic |
| Palmer Episcopal Church | ||||||||
| 6221 Main St | Houston | TX | 77030 | 741157370 | 501(c)(3) | $100,000 | $0 | Healthcare/ breakfast for homeless |
| People Attempting to Help | ||||||||
| 402 W Front St | Tyler | TX | 75702 | 752033133 | 501(c)(3) | $52,000 | $0 | Medical/dental/vision services |
| Peoples Community Clinic | ||||||||
| 2909 N IH-35 | Austin | TX | 78722 | 237087608 | 501(c)(3) | $23,200 | $0 | Healthcare for young people |
| Samaritan Ctr for Counseling | ||||||||
| 8956 Research Blvd | Austin | TX | 78758 | 741832864 | 501(c)(3) | $25,000 | $0 | Access to mental health services |
| San Jose Clinic | ||||||||
| PO Box 2808 | Houston | TX | 77002 | 760373703 | 501(c)(3) | $42,000 | $0 | Health services for needy |
| SEARCH Homeless Project | ||||||||
| 2505 Fannin | Houston | TX | 77002 | 760260403 | 501(c)(3) | $125,000 | $0 | Housing/case mgmt for homeless |
| Seminary of the Southwest | ||||||||
| 501 E 32nd St | Austin | TX | 78705 | 741238448 | 501(c)(3) | $3,000,000 | $0 | Mental health counselor training |
| Small Steps Nurturing Center | ||||||||
| 2902 Jensen Dr | Houston | TX | 77026 | 760471755 | 501(c)(3) | $30,000 | $0 | Mental health program |
| St James House | ||||||||
| 5800 W Baker Rd | Baytown | TN | 77520 | 741355219 | 501(c)(3) | $200,000 | $0 | Financial Assistance Program |
| St Johns Episcopal Church | ||||||||
| 815 S Broadway St | La Porte | TX | 77571 | 742307710 | 501(c)(3) | $67,500 | $0 | After School Program |
| St Marks Episcopal HC Miss | ||||||||
| 304 Campbell St | Cleveland | TX | 77327 | 760173197 | 501(c)(3) | $100,000 | $0 | Health care/basic needs for needy |
| St Vincents House | ||||||||
| 2817 Postoffice St | Galveston | TX | 77550 | 741384864 | 501(c)(3) | $123,000 | $0 | Health/social services to needy |
| Teen Health Clinic-Baylor | ||||||||
| 1504 Taub Loop | Houston | TX | 77030 | 741613878 | 501(c)(3) | $90,000 | $0 | Primary/reproductive health care |
| The Beacon | ||||||||
| 1117 Texas Ave | Houston | TX | 77002 | 710933434 | 501(c)(3) | $410,000 | $0 | Support homeless shelter |
| The Rose | ||||||||
| 12700 N Featherwood Dr | Houston | TX | 77034 | 760193812 | 501(c)(3) | $66,744 | $0 | Mobile Mammography Program |
| The Womens Home | ||||||||
| 607 Westheimer Rd | Houston | TX | 77006 | 741467811 | 501(c)(3) | $35,000 | $0 | Clinical/behavioral health services |
| TOMAGWA Ministries Inc | ||||||||
| 455 School St | Tomball | TX | 77375 | 760280324 | 501(c)(3) | $21,000 | $0 | Health care/education for needy |
| Ubi Caritas | ||||||||
| 4442 Highland Ave | Beaumont | TX | 77705 | 760558225 | 501(c)(3) | $200,000 | $0 | Community Health & Education |
| Univ of TX Health Science Ctr | ||||||||
| 7000 Fannin St | Houston | TX | 77054 | 741761309 | 501(c)(3) | $30,000 | $0 | Outreach-based dental services |
| Vecino Health Centers | ||||||||
| 424 Hahlo | Houston | TX | 77020 | 760622208 | 501(c)(3) | $50,000 | $0 | Medical/dental/mental services |
| Volunteer Healthcare Clinic | ||||||||
| 4215 Medical Pkwy | Austin | TX | 78756 | 746082464 | 501(c)(3) | $20,000 | $0 | Primary care medical services |
| Workshop Houston | ||||||||
| 3615 Sauer St | Houston | TX | 77004 | 571187967 | 501(c)(3) | $80,000 | $0 | Middle School education program |
| Young Mens Christian Assoc | ||||||||
| 2600 N Loop W Ste 300 | Houston | TX | 77092 | 741109737 | 501(c)(3) | $55,000 | $0 | Infant childcare/healthcare |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 73 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | The Foundation requires grant recipients to measure their success in attaining program goals. The purpose for 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 outcomes measurement during and at the end of the grant period. The evaluation plan also sets the report criteria for the required six-month and annual progress reports. The evaluation plan/report components include outcomes statement (who or what is expected to change as a result of the grant), the measurable goals for the project, activities to achieve 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| David Fisher | |||||||||||
| Asst. Treasurer | $135,498 | $500 | $12,240 | $27,461 | $175,699 | ||||||
| Elena M Marks | |||||||||||
| President & CEO | $413,165 | $37,185 | $25,794 | $476,144 | |||||||
| Gail Bray | |||||||||||
| VP Research | $189,618 | $17,066 | $11,319 | $219,003 | $1,000 | ||||||
| Robert Biehl | |||||||||||
| Treasurer | $179,063 | $500 | $16,647 | $24,014 | $225,624 | $5,400 | |||||
| Rt Rev C Andrew Doyle | |||||||||||
| Chair | $172,531 | $18,825 | $57,558 | $85,948 | $374,339 | $39,477 | |||||
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | The 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, Line 7a: How Members or Shareholders Elect Governing Body | EHF's sole member has the right to elect or remove directors of EHF. |
| Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | EHF'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; and5. The dissolution, winding up, and termination of the corporation. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | EHF's President & CEO and Treasurer present the draft 990 at a board meeting prior to filing with IRS. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Each 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, Line 15a: Compensation Review & Approval Process - CEO, Top Management | An independent consultant was retained to evaluate compensation for all employees. The Compensation Committee met to discuss the results. Compensation for the CEO is determined by the board. Staff compensation is determined by the CEO. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Documents are available upon request at the front desk office of Episcopal Health Foundation. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Episcopal Diocese of Texas | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 Texas Avenue | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741143081 | EIN |
| Primary Activities | Church | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 170(b)(1)A(i) | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EH Investment Fund LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Maritime Plaza 5th Floor | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383930311 | EIN |
| Primary Activities | Investment | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Episcopal Health Fd | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Excluded | PredominantIncomeTypeTxt |
| Share Of Total Income | $100 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $100 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $5,997 | UBICodeVAmt |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.99990 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EH Investment Fund LP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | b | TransactionTypeTxt |
| Involved | $899,000,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part II - Related Tax-Exempt Organizations | FormAndLineReferenceDesc |
| Explanation | There are 236 brother-sister organizations controlled by the Episcopal Diocese of Texas which have not been reported on this schedule. | ExplanationTxt |