THE POWELL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE POWELL FOUNDATION (EIN 74-6104592)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-10
- IRS object ID
- 202631309349100008
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-10T19:43:56-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
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 | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746104592 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Powell Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POWE | BusinessNameControlTxt |
| Phone | 7135237557 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Kirby Drive 1011 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Katherine Osborne Valdez | PersonNm |
| Person Title | President/Director | PersonTitleTxt |
| Phone | 7135237557 | PhoneNum |
| Signature | 2026-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2026-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $491,924,553 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $72,501 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72,501 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,121,880 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,121,880 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,861,420 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $70,116,074 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,861,420 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $49,055,801 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,055,801 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $88,378 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,552 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $82,826 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,082,787 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $54,139 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,028,648 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $265,428 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,403 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $252,025 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,138 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,713 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $904,464 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $752,870 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $146,456 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $757,934 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $89,296 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $109,211 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,461 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $103,750 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $141,089 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,786 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $134,937 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85,899 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,235 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $68,489 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,449,328 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $952,242 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,827,144 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,795,426 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,425,720 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,244,754 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $952,242 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,252,864 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,811,047 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,103,559 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $968,558 | CashBOYAmt |
| Cash EOY | $2,239,168 | CashEOYAmt |
| Cash EOYFMV | $2,239,168 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,047,999 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,104,725 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,104,725 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $48,424 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $37,812 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $37,812 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $7,353,624 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,651,813 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,651,813 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $425,127,438 | CorporateStockBOYAmt |
| Corporate Stock EOY | $462,150,182 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $462,150,182 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,518,110 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $17,270,853 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,270,853 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $470,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $470,000 | LandBOYAmt |
| Land EOY | $470,000 | LandEOYAmt |
| Land EOYFMV | $470,000 | LandEOYFMVAmt |
| Total Assets BOY | $451,534,153 | TotalAssetsBOYAmt |
| Total Assets EOY | $491,924,553 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $491,924,553 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $198,911 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $329,313 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,495,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,918,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,693,911 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,247,313 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $449,840,242 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $489,677,240 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $449,840,242 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $489,677,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $451,534,153 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $491,924,553 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $449,840,242 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,811,047 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,025,951 | OtherIncreasesAmt |
| Subtotal | $489,677,240 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $489,677,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly traded securities | $55,428,803 | $28,254,654 | $27,174,149 | $27,174,149 | |
| Capital gain distributions | $14,687,271 | $14,687,271 | $14,687,271 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,861,420 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $668,639 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $668,639 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $668,639 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $353,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $353,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $315,639 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.powellfoundation.org | WebsiteAddressTxt |
| Individual With Books | Eleisha Nelson-Reed | IndividualWithBooksNm |
| Phone | 7135237557 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Kirby Drive Suite 1011 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|
| Katherine Osborne Valdez | ||||||||
| 2001 Kirby Drive Suite 1011 | Houston | TX | 77019 | Board President/Director | 16.00 | $88,378 | $3,535 | $0 |
| Ben H Powell V | ||||||||
| 2001 Kirby Drive Suite 1011 | Houston | TX | 77019 | VP/Director | 2.00 | $0 | $0 | $0 |
| Charles F Caldwell | ||||||||
| 2001 Kirby Drive Suite 1011 | Houston | TX | 77019 | Secretary/Director | 2.00 | $0 | $0 | $0 |
| Marian M Casey | ||||||||
| 2001 Kirby Drive Suite 1011 | Houston | TX | 77019 | Treasurer/Director | 5.00 | $0 | $0 | $0 |
| Ben H Powell VI | ||||||||
| 2001 Kirby Drive Suite 1011 | Houston | TX | 77019 | Assistant Treasurer | 2.00 | $0 | $0 | $0 |
| Terry Bruner | ||||||||
| 2001 Kirby Drive Suite 1011 | Houston | TX | 77019 | Director | 3.00 | $0 | $0 | $0 |
| Christopher D Casey II | ||||||||
| 2001 Kirby Drive Suite 1011 | Houston | TX | 77019 | Director | 1.00 | $0 | $0 | $0 |
| Thao Costis | ||||||||
| 2001 Kirby Drive Suite 1011 | Houston | TX | 77019 | Director | 3.00 | $0 | $0 | $0 |
| E Inez Hill | ||||||||
| 2001 Kirby Drive Suite 1011 | Houston | TX | 77019 | Director | 1.00 | $0 | $0 | $0 |
| Katherine P Hill | ||||||||
| 2001 Kirby Drive Suite 1011 | Houston | TX | 77019 | Director | 1.00 | $0 | $0 | $0 |
| Molly N Kidd | ||||||||
| 2001 Kirby Drive Suite 1011 | Houston | TX | 77019 | Director | 2.00 | $0 | $0 | $0 |
| Elizabeth K Moore | ||||||||
| 2001 Kirby Drive Suite 1011 | Houston | TX | 77019 | Director | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Eleisha Nelson-Reed | ||||||||
| 2001 Kirby Drive Suite 1011 | Houston | TX | 77019 | Executive Director | 40.00 | $274,646 | $37,691 | $0 |
| Anne Kuo Phan | ||||||||
| 2001 Kirby Drive Suite 1011 | Houston | TX | 77019 | Director, Finance an | 40.00 | $164,363 | $18,313 | $0 |
| Angel Harvey King | ||||||||
| 2001 Kirby Drive Suite 1011 | Houston | TX | 77019 | Director, Programs | 40.00 | $143,380 | $25,991 | $0 |
| Kate A Shannon | ||||||||
| 2001 Kirby Drive Suite 1011 | Houston | TX | 77019 | Director, Learning & | 40.00 | $114,727 | $42,690 | $0 |
| Makia A Thomas | ||||||||
| 2001 Kirby Drive Suite 1011 | Houston | TX | 77019 | Program Officer | 40.00 | $116,744 | $18,144 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 4 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fayez Sarofim & Co | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 909 Fannin St | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment management | ServiceTypeTxt |
| Compensation | $752,870 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Gibbs-Powell House: Preserving a local historic landmark, providing opportunities for education regarding Walker County's history, and making the landmark open to the public. The Gibbs-Powell House is leased to Walker County and is managed and operated by the Walker County Historical Commission as the Gibbs-Powell House and Walker County Museum. | Description1Txt |
| Expenses1 | $658 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $472,838,437 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,587,935 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $476,426,372 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $476,426,372 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,146,396 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $469,279,976 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,463,999 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,463,999 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $668,639 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $668,639 | TotalTaxAmt |
| Distributable Before Adj | $22,795,360 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $53,294 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,848,654 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,848,654 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,252,864 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $22,252,864 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,848,654 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,542,421 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,252,864 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,542,421 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,710,443 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $21,138,211 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | httpspowellfoundationorgapplication | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Kirby Drive Suite 1011 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7135237557 | RecipientPhoneNum |
| Recipient Email Address | grants@powellfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Organizations interested in applying for a Powell Foundation grant must submit an online pre-application form. If the pre-application is advanced, the organization will be invited to submit a full application via the Powell Foundation's online Grant Portal. The Powell Foundation Board of Directors makes all final decisions about grant requests during the Spring (May) and Fall (November) Board Meetings. Organizations approved for funding must sign and return a grant agreement for disbursement. Refer to the website for grant guidelines. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Refer to the website for the application process and deadlines. | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Powell Foundation is dedicated to catalyzing progress in public education, the arts, conservation, and human services. Funding is focused on the Foundation's geographic areas of interest in Harris, Travis, or Walker Counties, Texas. Requesting organizations must be tax-exempt under IRC 501(c)(3). This includes public charities, government organizations, and eligible supporting organizations. No grants are made to individuals, endowments, scholarship funds, private foundations, fundraising/marketing events, debt retirement/past operating deficits, candidates for political office or to influence specific legislation, or for realizing religious or doctrinal purpose. 2025 Giving: Education $12.3M (65%) and Supportive Communities: the Arts $2.2M (11%), Conservation $3M (16%), and Human Services $1.6M (8%). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (271 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Precinct4Forward | ||||||||
| PO Box 27575 | Houston | TX | 77227 | N/A | PC | Conservation: Connecting People to Nature | $1,500,000 | |
| Boys & Girls Club of Walker County | ||||||||
| PO Box 8600 | Huntsville | TX | 77340 | N/A | PC | Post-Secondary Pathways: Post-Secondary Access and Success | $1,262,295 | |
| The Holdsworth Center | ||||||||
| 4907 Ranch Road 2222 | Austin | TX | 78731 | N/A | PC | Quality Public K-12 Schools: Excellent Educators | $981,164 | |
| BridgeYear | ||||||||
| 3414 Eastside Street | Houston | TX | 77098 | N/A | PC | Post-Secondary Pathways: Post-Secondary Access and Success | $949,815 | |
| The Bridgespan Group | ||||||||
| 287 Columbus Avenue 4th Floor | Boston | MA | 02116 | N/A | PC | Aligned Cradle to Career Education System: Effective Tools, Policies, and Systems | $838,175 | |
| Catalyst Education DBA Catalyst Exchange | ||||||||
| 721 Hillary Street 2 | New Orleans | LA | 70118 | N/A | PC | Aligned Cradle to Career Education System: Effective Tools, Policies, and Systems | $700,000 | |
| United Way for Greater Austin | ||||||||
| 5930 Middle Fiskville Rd 5th Floor | Austin | TX | 78752 | N/A | PC | Early Childhood Development and Education: High-Quality Providers and Educators | $655,729 | |
| University of Houston Foundation | ||||||||
| 4543 Post Oak Place 250 | Houston | TX | 77027 | N/A | PC | Post-Secondary Pathways: Post-Secondary Access and Success | $399,000 | |
| Education First | ||||||||
| PO Box 22871 | Seattle | WA | 981220871 | N/A | PC | Aligned Cradle to Career Education System: Effective Tools, Policies, and Systems | $372,313 | |
| 40 Schools | ||||||||
| 3014 Dauphine Street STE A PMB | New Orleans | LA | 70117 | N/A | PC | Early Childhood Development and Education: High-Capacity Sector | $370,000 | 94548 |
| AVANCE Inc | ||||||||
| 824 Broadway St Suite 204 | San Antonio | TX | 78215 | N/A | PC | Early Childhood Development and Education: Supportive Caregivers | $365,000 | |
| Arts Connect Houston | ||||||||
| 1824 Spring Street 201 | Houston | TX | 77007 | N/A | SO I | Arts: Student Education Programs | $350,000 | |
| Creative Action | ||||||||
| 1023 Springdale Rd Bldg 3 | Austin | TX | 78721 | N/A | PC | Arts: Student Education Programs | $350,000 | |
| National Association for Family Child Care | ||||||||
| 700 12th St Ste 700 | Washington | DC | 20005 | N/A | PC | Early Childhood Development and Education: High-Quality Providers and Educators | $350,000 | |
| Trust for Learning a project of New Venture Fund | ||||||||
| 1828 L St NW Ste 300a | Washington | DC | 20036 | N/A | PC | Early Childhood Development and Education: High-Capacity Sector | $350,000 | |
| Austin 2030 Network co Social Good Fund Inc | ||||||||
| PO Box 5332 | Austin | TX | 78763 | N/A | PC | Post-Secondary Pathways: Post-Secondary Access and Success | $308,000 | |
| The Trail Conservancy | ||||||||
| 1333 Shore District Dr Suite 602 | Austin | TX | 78741 | N/A | PC | Conservation: Connecting People to Nature | $300,000 | |
| United Way of Greater Houston | ||||||||
| 50 Waugh Drive | Houston | TX | 77007 | N/A | PC | Early Childhood Development and Education: High-Quality Providers and Educators | $300,000 | |
| Bonterra Jumpstart Fund | ||||||||
| 1222 Preservation Park Way Oakland | Oakland CA | CA | 946121201 | N/A | PC | Aligned Cradle to Career Education System: Effective Tools, Policies, and Systems | $260,000 | CA 94612-1201 |
| The Bridgespan Group | ||||||||
| 287 Columbus Avenue 4th Floor | Boston | MA | 02116 | N/A | PC | Early Childhood Development and Education: High-Capacity Sector | $252,463 | |
| Austin Childrens Museum DBA Thinkery | ||||||||
| 1830 Simond Ave | Austin | TX | 78723 | N/A | PC | Early Childhood Development and Education: High-Quality Providers and Educators | $200,000 | |
| Breakthrough Central Texas | ||||||||
| 3100 East 5th Street Suite 375 | Austin | TX | 78702 | N/A | PC | Post-Secondary Pathways: Post-Secondary Access and Success | $200,000 | |
| EMERGE | ||||||||
| 3555 Timmons Ln Ste 800 | Houston | TX | 77027 | N/A | PC | Post-Secondary Pathways: Post-Secondary Access and Success | $200,000 | |
| Environmental Defense Fund Incorporated | ||||||||
| 257 Park Avenue South | New York | NY | 10010 | N/A | PC | Conservation: Conservation/ Environmental Education | $200,000 | |
| Philanthropy Advocates co Waco Foundation | ||||||||
| 1224 Austin Avenue Suite 100 | Waco | TX | 76701 | N/A | PC | Aligned Cradle to Career Education System: Effective Tools, Policies, and Systems | $200,000 | |
| Rice University School Literacy & Culture | ||||||||
| 6100 Main St MS-550 | Houston | TX | 77005 | N/A | PC | Early Childhood Development and Education: High-Quality Providers and Educators | $200,000 | |
| Summer House Institute | ||||||||
| 1531 N 7th St | Philadelphia | PA | 19122 | N/A | PC | Quality Public K-12 Schools: Excellent Educators | $200,000 | |
| Improving Education Inc | ||||||||
| 1100 N Chester Street | Baltimore | MD | 21213 | N/A | PC | Early Childhood Development and Education: Supportive Caregivers | $191,000 | |
| Huntsville Independent School District | ||||||||
| 441 FM 2821 East | Huntsville | TX | 773209298 | N/A | GOV | Quality Public K-12 Schools: Student Supports | $151,000 | |
| Austin Public Education Foundation DBA Austin Ed Fund | ||||||||
| 4000 S IH 35 Frontage Rd | Austin | TX | 78704 | N/A | PC | Quality Public K-12 Schools: Excellent Educators | $150,000 | |
| Children At Risk Inc | ||||||||
| PO Box 56003 | Houston | TX | 77256 | N/A | PC | Early Childhood Development and Education: High-Capacity Sector | $150,000 | |
| Collaborative for Children | ||||||||
| 2200 Post Oak Blvd Suite 1000 | Houston | TX | 77056 | N/A | PC | Early Childhood Development and Education: High-Quality Providers and Educators | $150,000 | |
| Connective | ||||||||
| 515 Post Oak Blvd Suite 1000 | Houston | TX | 77027 | N/A | SO I | Human Services: Stabilization and Empowerment | $150,000 | |
| E3 Alliance | ||||||||
| 5930 Middle Fiskville Rd Ste 414 | Austin | TX | 78752 | N/A | PC | Aligned Cradle to Career Education System: Effective Tools, Policies, and Systems | $150,000 | |
| Good Reason Houston | ||||||||
| 8 Greenway Plaza Suite 900 | Houston | TX | 77046 | N/A | PC | Early Childhood Development and Education: High-Capacity Sector | $150,000 | |
| Hermann Park Conservancy | ||||||||
| 1700 Hermann Drive | Houston | TX | 77004 | N/A | PC | Conservation: Connecting People to Nature | $150,000 | |
| Memorial Park Conservancy Inc | ||||||||
| 7575 N Picnic Ln | Houston | TX | 77007 | N/A | PC | Conservation: Connecting People to Nature | $150,000 | |
| Young Audiences Inc of Houston | ||||||||
| 675 Bering Dr Ste 300 | Houston | TX | 77057 | N/A | PC | Arts: Student Education Programs | $150,000 | |
| The Bridgespan Group | ||||||||
| 287 Columbus Avenue 4th Floor | Boston | MA | 02116 | N/A | PC | Early Childhood Development and Education: High-Capacity Sector | $140,000 | |
| Genaustin DBA Girls Empowerment Network | ||||||||
| P O 3122 | Austin | TX | 78764 | N/A | PC | Human Services: Emotional Wellbeing | $128,000 | |
| Family Houston | ||||||||
| PO Box 70068 | Houston | TX | 77270 | N/A | PC | Human Services: Emotional Wellbeing | $125,000 | |
| Mainspring Schools | ||||||||
| 1100 West Live Oak St | Austin | TX | 78704 | N/A | PC | Early Childhood Development and Education: High-Quality Providers and Educators | $125,000 | |
| Austin Youth & Community Farm Inc DBA Urban Roots | ||||||||
| 810 West 45th Street | Austin | TX | 78760 | N/A | PC | Human Services: Stabilization and Empowerment | $100,000 | |
| BakerRipley | ||||||||
| PO Box 231808 | Houston | TX | 77223 | N/A | PC | Human Services: Stabilization and Empowerment | $100,000 | |
| Boys and Girls Clubs of Austin and Travis County Inc | ||||||||
| 5455 South Loop East | Houston | TX | 77033 | N/A | PC | Quality Public K-12 Schools: Quality Schools and Models | $100,000 | |
| Boys and Girls Clubs of Austin and Travis County Inc | ||||||||
| 6648 Ed Bluestein Blvd | Austin | TX | 78723 | N/A | PC | Quality Public K-12 Schools: Student Supports | $100,000 | |
| Center for Women & Their Work | ||||||||
| 1311 E Cesar Chavez St | Austin | TX | 78702 | N/A | PC | Arts: Student Education Programs | $100,000 | |
| Communities In Schools of Central Texas | ||||||||
| 2521 East St Elmo Rd | Austin | TX | 78744 | N/A | PC | Quality Public K-12 Schools: Student Supports | $100,000 | |
| KIPP Texas Public Schools | ||||||||
| 10711 KIPP Way | Houston | TX | 77099 | N/A | PC | Early Childhood Development and Education: High-Quality Providers and Educators | $100,000 | |
| Mobile Loaves & Fishes Inc | ||||||||
| 9301 Hog Eye Road Suite 950 | Austin | TX | 78724 | N/A | PC | Human Services: Stabilization and Empowerment | $100,000 | |
| OneGoal | ||||||||
| 2799 Katy Fwy Suite 250 Office 11 | Houston | TX | 77007 | N/A | PC | Post-Secondary Pathways: Post-Secondary Access and Success | $100,000 | |
| Open Dance Project | ||||||||
| 747 N Shepherd Dr Ste 100 | Houston | TX | 77007 | N/A | PC | Arts: Student Education Programs | $100,000 | |
| reMIND | ||||||||
| PO Box 27607 | Houston | TX | 77227 | N/A | PC | Human Services: Emotional Wellbeing | $100,000 | |
| Rooted School Foundation | ||||||||
| 612 Andrew Higgins Blvd | New Orleans | LA | 70130 | N/A | PC | Human Services: Stabilization and Empowerment | $100,000 | |
| Teach for America Inc DBA Teach For America - Austin | ||||||||
| Teach For America C/O Jenny Jensen | Austin | TX | 78702 | N/A | PC | Quality Public K-12 Schools: Excellent Educators | $100,000 | |
| Teach-Org Inc DBA TEACH for Houston | ||||||||
| 2443 Fillmore St 380-9883 | San Francisco | CA | 94115 | N/A | PC | Quality Public K-12 Schools: Excellent Educators | $100,000 | |
| Texas Cultural Trust Council DBA Texas Cultural Trust | ||||||||
| 901 S Mopac Expressway Barton Oaks | Austin | TX | 78746 | N/A | PC | Arts: Student Education Programs | $100,000 | Plaza II Ste 410 |
| The Anderson Center for the Arts | ||||||||
| 13334 Wallisville Rd Bldg A | Houston | TX | 77049 | N/A | PC | Arts: Public Arts and Culture Access | $100,000 | |
| Trees For Houston | ||||||||
| 1911 W 34th Street | Houston | TX | 77018 | N/A | PC | Conservation: Environmental Protection | $100,000 | |
| Urban Harvest Inc | ||||||||
| 1911 W 34th Street | Houston | TX | 77018 | N/A | PC | Human Services: Stabilization and Empowerment | $100,000 | |
| Vincare Services of Austin Foundation DBA Saint Louise House | ||||||||
| PO Box 150637 | Austin | TX | 78715 | N/A | PC | Human Services: Stabilization and Empowerment | $100,000 | |
| Willow Waterhole Greenspace Conservancy | ||||||||
| 5600 South Willow Suite 113 | Houston | TX | 77035 | N/A | PC | Conservation: Connecting People to Nature | $100,000 | |
| Writers in the Schools | ||||||||
| 1414 Sul Ross St | Houston | TX | 77006 | N/A | PC | Arts: Student Education Programs | $100,000 | |
| Manor ISD Education Foundation | ||||||||
| 10335 US Highway 290 E / PO Box 679 | Manor | TX | 78653 | N/A | PC | Human Services: Emotional Wellbeing | $90,000 | |
| Ser-Jobs for Progress of the Texas Gulf Coast Inc DBA SERJobs | ||||||||
| 1710 Telephone Rd | Houston | TX | 77023 | N/A | PC | Post-Secondary Pathways: Post-Secondary Readiness | $75,000 | |
| Alley Theatre | ||||||||
| 615 Texas Ave | Houston | TX | 77002 | N/A | PC | Arts: Student Education Programs | $50,000 | |
| American Festival for the Arts | ||||||||
| 241 N Milby Street Suite B | Houston | TX | 77003 | N/A | PC | Arts: Student Education Programs | $50,000 | |
| Austin Theatre Alliance | ||||||||
| 713 Congress Ave | Austin | TX | 78701 | N/A | PC | Arts: Student Education Programs | $50,000 | |
| Bayou City Waterkeeper | ||||||||
| 4900 Travis St Suite 209 | Houston | TX | 77002 | N/A | PC | Conservation: Environmental Protection | $50,000 | |
| Central Texas Food Bank | ||||||||
| 6500 Metropolis Drive | Austin | TX | 78744 | N/A | PC | Human Services: Stabilization and Empowerment | $50,000 | |
| Coalition for the Homeless of HoustonHarris County | ||||||||
| 2000 Crawford Street Suite 700 | Houston | TX | 77002 | N/A | PC | Human Services: Stabilization and Empowerment | $50,000 | |
| Coastal Prairie Conservancy | ||||||||
| 5615 Kirby Dr Ste 867 | Houston | TX | 77005 | N/A | PC | Conservation: Environmental Protection | $50,000 | |
| Creative Action | ||||||||
| 1023 Springdale Rd Bldg 3 | Austin | TX | 78721 | N/A | PC | Arts: Student Education Programs | $50,000 | |
| Da Camera Society of Texas DBA DACAMERA | ||||||||
| 1402 Sul Ross St | Houston | TX | 77006 | N/A | PC | Arts: Student Education Programs | $50,000 | |
| Emancipation Park Conservancy | ||||||||
| 3018 Emancipation Ave | Houston | TX | 77004 | N/A | PC | Conservation: Connecting People to Nature | $50,000 | |
| First3Years | ||||||||
| 6119 Greenville Ave PMB 194 | Dallas | TX | 75206 | N/A | PC | Early Childhood Development and Education: High-Capacity Sector | $50,000 | |
| FotoFest Inc | ||||||||
| 2000 Edwards St Bldg C Ste 2 | Houston | TX | 77007 | N/A | PC | Arts: Student Education Programs | $50,000 | |
| FuelEd Schools Inc | ||||||||
| 8453 Cliffridge Ave | La Jolla | CA | 92037 | N/A | PC | Quality Public K-12 Schools: Excellent Educators | $50,000 | |
| Houston Area Women's Center | ||||||||
| 3077 El Camino St | Houston | TX | 77054 | N/A | PC | Human Services: Stabilization and Empowerment | $50,000 | |
| Houston Audubon Society | ||||||||
| 440 Wilchester Blvd | Houston | TX | 77079 | N/A | PC | Conservation: Conservation/ Environmental Education | $50,000 | |
| Houston Ballet Foundation | ||||||||
| 601 Preston St | Houston | TX | 77002 | N/A | PC | Arts: Student Education Programs | $50,000 | |
| Houston Botanic Garden | ||||||||
| 8205 N Bayou Drive | Houston | TX | 77017 | N/A | PC | Conservation: Connecting People to Nature | $50,000 | |
| Houston Grand Opera Association Inc | ||||||||
| 510 Preston St 5th Fl | Houston | TX | 77002 | N/A | PC | Arts: Student Education Programs | $50,000 | |
| Houston Museum of Natural Science | ||||||||
| 5555 Hermann Park Dr | Houston | TX | 77030 | N/A | PC | Quality Public K-12 Schools: Student Supports | $50,000 | |
| Houston Symphony | ||||||||
| 615 Louisiana St Ste 102 | Houston | TX | 77002 | N/A | PC | Arts: Student Education Programs | $50,000 | |
| Houston Zoo | ||||||||
| 1513 Cambridge St | Houston | TX | 77030 | N/A | PC | Conservation: Conservation/ Environmental Education | $50,000 | |
| Latinos for Education | ||||||||
| 68 Harrison Ave Suite 605 PMB 91135 | Boston | MA | 02111 | N/A | PC | Quality Public K-12 Schools: Excellent Educators | $50,000 | |
| Main Street Theater Houston | ||||||||
| 2540 Times Blvd | Houston | TX | 77005 | N/A | PC | Arts: Student Education Programs | $50,000 | |
| Museum of Fine Arts Houston Bayou Bend Collection and Gardens | ||||||||
| PO Box 6826 | Houston | TX | 772656826 | N/A | PC | Arts: Student Education Programs | $50,000 | |
| Museum of Fine Arts Houston Glassell School of Art | ||||||||
| PO Box 6826 | Houston | TX | 77265 | N/A | PC | Arts: Student Education Programs | $50,000 | |
| Performing Arts Houston | ||||||||
| 615 Louisiana Street Suite 100 | Houston | TX | 77002 | N/A | PC | Arts: Public Arts and Culture Access | $50,000 | |
| Sam Houston State University (SHSU) | ||||||||
| Box 2537 | Huntsville | TX | 773412537 | N/A | GOV | Human Services: Stabilization and Empowerment | $50,000 | |
| Shield Ranch Foundation Fund | ||||||||
| 3103 Bee Caves Road Suite 203 | Austin | TX | 78746 | N/A | POF | Conservation: Conservation/ Environmental Education | $50,000 | |
| Shoal Creek Conservancy | ||||||||
| PO Box 11520 | Austin | TX | 78711 | N/A | PC | Conservation: Environmental Protection | $50,000 | |
| Teach Plus Inc | ||||||||
| 1 Beacon St 15th Floor Suite 1500 | Boston | MA | 02108 | N/A | PC | Quality Public K-12 Schools: Excellent Educators | $50,000 | |
| The Ensemble Theatre | ||||||||
| 3535 Main Street | Houston | TX | 77002 | N/A | PC | Arts: Student Education Programs | $50,000 | |
| The SAFE Alliance | ||||||||
| PO Box 19454 | Austin | TX | 787609454 | N/A | PC | Human Services: Stabilization and Empowerment | $50,000 | |
| TreeFolks | ||||||||
| PO Box 1395 | Del Valle | TX | 78617 | N/A | PC | Conservation: Environmental Protection | $50,000 | |
| Youth and Family Alliance DBA LifeWorks | ||||||||
| 3700 S 1st St | Austin | TX | 78704 | N/A | PC | Human Services: Stabilization and Empowerment | $50,000 | |
| Zilker 351 | ||||||||
| 11675 Jollyville Road | Austin | TX | 78759 | N/A | PC | Conservation: Connecting People to Nature | $50,000 | |
| Art League of Houston DBA Art League Houston | ||||||||
| 1953 Montrose Blvd | Houston | TX | 77006 | N/A | PC | Arts: Student Education Programs | $40,000 | |
| ChildBuilders | ||||||||
| 11152 Westheimer Rd 794 | Houston | TX | 77042 | N/A | PC | Human Services: Emotional Wellbeing | $40,000 | |
| Local Infant Formula for Emergencies Inc DBA LIFE Houston | ||||||||
| 2002 South Wayside Drive | Houston | TX | 77023 | N/A | PC | Human Services: Stabilization and Empowerment | $40,000 | |
| Houston Youth Symphony | ||||||||
| 4550 Post Oak Place Dr Ste 245 | Houston | TX | 77027 | N/A | PC | Arts: Student Education Programs | $35,000 | |
| Sam Houston State University (SHSU) | ||||||||
| Box 2537 | Huntsville | TX | 773412537 | N/A | GOV | Arts: Student Education Programs | $35,000 | |
| Houston Metropolitan Dance Center Inc | ||||||||
| P O Box 980457 | Houston | TX | 77098 | N/A | PC | Arts: Student Education Programs | $30,000 | |
| The Trail Conservancy | ||||||||
| 1333 Shore District Dr Suite 602 | Austin | TX | 78741 | N/A | PC | Conservation: Connecting People to Nature | $30,000 | |
| A Time 2 Read Inc | ||||||||
| PO Box 7403 | Huntsville | TX | 77342 | N/A | PC | Quality Public K-12 Schools: Student Supports | $25,000 | |
| Memorial Assistance Ministries Inc | ||||||||
| 1625 Blalock Road | Houston | TX | 77080 | N/A | PC | Human Services: Stabilization and Empowerment | $25,000 | |
| ACLU Foundation of Texas | ||||||||
| PO Box 8306 | Houston | TX | 77288 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| ACLU Foundation of Texas | ||||||||
| PO Box 8306 | Houston | TX | 77288 | N/A | PC | Designated Grant: General operating and support | $2,000 | |
| Alzheimer's Association San DiegoImperial Chapter | ||||||||
| 591 Camino de la Reina Suite 720 | San Diego | CA | 92108 | N/A | PC | Designated Grant: General operating and support | $500 | |
| American Friends of The Ocean Cleanup Foundation | ||||||||
| 228 East 45th Street Suite 9E | New York | NY | 10017 | N/A | PC | Designated Grant: General operating and support | $3,000 | |
| American Leadership Forum | ||||||||
| 1801 Main Street Suite 910 | Houston | TX | 77002 | N/A | PC | Designated Grant: General operating and support | $3,000 | |
| Austin Public Education Foundation DBA Austin Ed Fund | ||||||||
| 4000 S IH 35 Frontage Rd | Austin | TX | 78704 | N/A | PC | Designated Grant: General operating and support | $7,000 | |
| Austin Theatre Alliance | ||||||||
| 713 Congress Ave | Austin | TX | 78701 | N/A | PC | Designated Grant: General operating and support | $33,995 | |
| Austin Theatre Alliance | ||||||||
| 713 Congress Ave | Austin | TX | 78701 | N/A | PC | Designated Grant: General operating and support | $4,500 | |
| Baylor University | ||||||||
| One Bear Place 97043 | Waco | TX | 767987043 | N/A | PC | Designated Grant: General operating and support | $3,000 | |
| Baylor University | ||||||||
| One Bear Place 97043 | Waco | TX | 767987043 | N/A | PC | Designated Grant: General operating and support | $3,000 | |
| Bayou City Blessings in a Backpack | ||||||||
| 12535 Perthshire Road | Houston | TX | 77024 | N/A | PC | Designated Grant: General operating and support | $6,000 | |
| Bo's Place | ||||||||
| 10050 Buffalo Speedway | Houston | TX | 77054 | N/A | PC | Designated Grant: General operating and support | $515 | |
| Boys and Girls Country of Houston Inc (BGC) | ||||||||
| 18806 Roberts Road | Hockley | TX | 77447 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Camp Allen | ||||||||
| 18800 FM 362 | Navasota | TX | 77868 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Camp Allen | ||||||||
| 18800 FM 362 | Navasota | TX | 77868 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Camp Allen | ||||||||
| 18800 FM 362 | Navasota | TX | 77868 | N/A | PC | Designated Grant: General operating and support | $11,000 | |
| Camp Allen | ||||||||
| 18800 FM 362 | Navasota | TX | 77868 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Center for Reproductive Rights Inc | ||||||||
| 199 Water Street | New York | NY | 10038 | N/A | PC | Designated Grant: General operating and support | $8,000 | |
| Central Texas Food Bank | ||||||||
| 6500 Metropolis Drive | Austin | TX | 78744 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| Centre College | ||||||||
| 600 West Walnut Street | Danville | KY | 40422 | N/A | PC | Designated Grant: General operating and support | $4,849 | |
| Childrens Museum Inc DBA Children's Museum Houston | ||||||||
| 1500 Binz St | Houston | TX | 77004 | N/A | PC | Designated Grant: General operating and support | $15,500 | |
| Childrens Museum Inc DBA Children's Museum Houston | ||||||||
| 1500 Binz St | Houston | TX | 77004 | N/A | PC | Designated Grant: General operating and support | $1,175 | |
| Christ Church Cathedral | ||||||||
| 1117 Texas Avenue | Houston | TX | 77002 | N/A | PC | Designated Grant: General operating and support | $2,000 | |
| Circle Ten Council Scouting America | ||||||||
| 8605 Harry Hines Blvd | Dallas | TX | 75235 | N/A | PC | Designated Grant: General operating and support | $25,000 | |
| Circle Ten Council Scouting America | ||||||||
| 8605 Harry Hines Blvd | Dallas | TX | 75235 | N/A | PC | Designated Grant: General operating and support | $20,000 | |
| Circle Ten Council Scouting America | ||||||||
| 8605 Harry Hines Blvd | Dallas | TX | 75235 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| Community Foundation of Acadiana (CFA) | ||||||||
| 1035 Camellia Boulevard | Lafayette | LA | 70508 | N/A | PC | Designated Grant: General operating and support | $8,699 | |
| Congregation Shma Koleinu | ||||||||
| PO Box 1808 | Bellaire | TX | 774021808 | N/A | PC | Designated Grant: General operating and support | $50 | |
| C-Stem Teacher and Student Support Services DBA C-STEM | ||||||||
| 3226 Alabama St | Houston | TX | 77004 | N/A | PC | Designated Grant: General operating and support | $2,500 | |
| Dallas 24 Hour Club Inc | ||||||||
| 4636 Ross Avenue | Dallas | TX | 75204 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Dartmouth College | ||||||||
| 6066 Development Office | Hanover | NH | 03755 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Dartmouth College | ||||||||
| 6066 Development Office | Hanover | NH | 03755 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Dartmouth College | ||||||||
| 6066 Development Office | Hanover | NH | 03755 | N/A | PC | Designated Grant: General operating and support | $25,700 | |
| Dartmouth College | ||||||||
| 6066 Development Office | Hanover | NH | 03755 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Dartmouth College | ||||||||
| 6066 Development Office | Hanover | NH | 03755 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| DeafBlind Community of Texas | ||||||||
| 213 S Roy Reynolds Drive | Harker Heights | TX | 76548 | N/A | PC | Designated Grant: General operating and support | $6,000 | |
| DeafBlind Community of Texas | ||||||||
| 213 S Roy Reynolds Drive | Harker Heights | TX | 76548 | N/A | PC | Designated Grant: General operating and support | $8,000 | |
| Dogwood Arts Festival Inc | ||||||||
| 123 W Jackson Ave | Knoxville | TN | 37902 | N/A | PC | Designated Grant: General operating and support | $500 | |
| East Tennessee Foundation | ||||||||
| 520 W Summit Hill Drive Suite 1101 | Knoxville | TN | 37902 | N/A | PC | Designated Grant: General operating and support | $500 | |
| Enjoyable Pain of Growth Academy DBA EPOG Academy | ||||||||
| 619 Jackson Hill Street | Houston | TX | 77007 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Environment America Research and Policy Center Inc | ||||||||
| 1543 Wazee St Ste 410 | Denver | CO | 80202 | N/A | PC | Designated Grant: General operating and support | $4,500 | |
| Environmental Defense Fund Incorporated | ||||||||
| 257 Park Avenue South | New York | NY | 10010 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Episcopal High School | ||||||||
| 4650 Bissonnet | Bellaire | TX | 77401 | N/A | PC | Designated Grant: General operating and support | $13,500 | |
| Ex-Students' Assn Univ Texas | ||||||||
| PO Box 7278 | Austin | TX | 78713 | N/A | PC | Designated Grant: General operating and support | $2,000 | |
| Families Empowered | ||||||||
| 2050 N Loop W Suite 230 | Houston | TX | 77018 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| FotoFest Inc | ||||||||
| 2000 Edwards St Bldg C Ste 2 | Houston | TX | 77007 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| FotoFest Inc | ||||||||
| 2000 Edwards St Bldg C Ste 2 | Houston | TX | 77007 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Friends of MHMRA of Harris County DBA The Harris Center Foundation for Ment | ||||||||
| 9401 Southwest Fwy | Houston | TX | 77074 | N/A | PC | Designated Grant: General operating and support | $1,510 | |
| Growing Communities Inc | ||||||||
| 3753 Degnan Boulevard | Los Angeles | CA | 90018 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Helen Keller Services | ||||||||
| 180 Livingston Street 2nd Floor | Brooklyn | NY | 11201 | N/A | PC | Designated Grant: General operating and support | $7,000 | |
| Helen Keller Services | ||||||||
| 180 Livingston Street 2nd Floor | Brooklyn | NY | 11201 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Houston Area Parkinson Society | ||||||||
| 2700 Southwest Freeway Suite 296 | Houston | TX | 77098 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Houston Area Parkinson Society | ||||||||
| 2700 Southwest Freeway Suite 296 | Houston | TX | 77098 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Houston Area Women's Center | ||||||||
| 3077 El Camino St | Houston | TX | 77054 | N/A | PC | Designated Grant: General operating and support | $9,000 | |
| Houston Ballet Foundation | ||||||||
| 601 Preston St | Houston | TX | 77002 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Houston Food Bank | ||||||||
| 535 Portwall Street | Houston | TX | 77029 | N/A | PC | Designated Grant: General operating and support | $24,000 | |
| Houston Grand Opera Association Inc | ||||||||
| 510 Preston St 5th Fl | Houston | TX | 77002 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Houston Livestock Show and Rodeo | ||||||||
| NRG Center 3 NRG Park | Houston | TX | 77054 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Houston Petset | ||||||||
| 4265 San Felipe Suite 1100 | Houston | TX | 77027 | N/A | PC | Designated Grant: General operating and support | $100 | |
| Houston Public Media Foundation | ||||||||
| 4343 Elgin | Houston | TX | 77204 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Houston SPCA | ||||||||
| 7007 Old Katy Road | Houston | TX | 77024 | N/A | PC | Designated Grant: General operating and support | $2,500 | |
| Houston SPCA | ||||||||
| 7007 Old Katy Road | Houston | TX | 77024 | N/A | PC | Designated Grant: General operating and support | $1,100 | |
| Houston Symphony | ||||||||
| 615 Louisiana St Ste 102 | Houston | TX | 77002 | N/A | PC | Designated Grant: General operating and support | $5,704 | |
| Houston Zoo | ||||||||
| 1513 Cambridge St | Houston | TX | 77030 | N/A | PC | Designated Grant: General operating and support | $1,500 | |
| Houston Zoo | ||||||||
| 1513 Cambridge St | Houston | TX | 77030 | N/A | PC | Designated Grant: General operating and support | $2,500 | |
| Howard University | ||||||||
| 2218 6th Street Northwest | Washington | DC | 20059 | N/A | PC | Designated Grant: General operating and support | $20,000 | |
| Howard University | ||||||||
| 2218 6th Street Northwest | Washington | DC | 20059 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Humane World for Animals Inc | ||||||||
| 1255 23rd St NW Suite 450 | Washington | DC | 20037 | N/A | PC | Designated Grant: General operating and support | $546 | |
| Interfaith Health Center | ||||||||
| 315 Gill Avenue | Knoxville | TN | 37917 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| Junior League of Houston Inc | ||||||||
| 1811 Briar Oaks Lane | Houston | TX | 77027 | N/A | PC | Designated Grant: General operating and support | $1,000 | |
| Keep Knoxville Beautiful | ||||||||
| 5100 West Martin Mill Pike | Knoxville | TN | 37920 | N/A | PC | Designated Grant: General operating and support | $7,500 | |
| Knoxville Jewish Alliance Inc | ||||||||
| 6800 Deane Hill Dr | Knoxville | TN | 37919 | N/A | PC | Designated Grant: General operating and support | $750 | |
| Knoxville Leadership Foundation Inc | ||||||||
| 318 North Gay Street | Knoxville | TN | 37917 | N/A | PC | Designated Grant: General operating and support | $500 | |
| Knoxville Museum of Art | ||||||||
| 1050 Worlds Fair Park Dr | Knoxville | TN | 37916 | N/A | PC | Designated Grant: General operating and support | $500 | |
| Knoxville Symphony Orchestra | ||||||||
| 100 South Gay Street Suite 302 | Knoxville | TN | 37902 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Laity Lodge Youth Camp | ||||||||
| 719 Earl Garrett Street | Kerrville | TX | 78028 | N/A | PC | Designated Grant: General operating and support | $2,000 | |
| Lakeshore Park Conservancy | ||||||||
| PO Box 10244 | Knoxville | TN | 37939 | N/A | PC | Designated Grant: General operating and support | $7,500 | |
| Lensic Performing Arts Center | ||||||||
| 211 West San Francisco St | Santa Fe | NM | 87501 | N/A | PC | Designated Grant: General operating and support | $204 | |
| Main Street Theater Houston | ||||||||
| 2540 Times Blvd | Houston | TX | 77005 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Manned Space Flight Education Foundation | ||||||||
| 1601 NASA Parkway | Houston | TX | 77058 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| MD Anderson Cancer Center | ||||||||
| PO Box 4486 | Houston | TX | 772104486 | N/A | GOV | Designated Grant: General operating and support | $5,000 | |
| Meals on Wheels Atlanta | ||||||||
| 1705 Commerce Drive Northwest | Atlanta | GA | 30318 | N/A | PC | Designated Grant: General operating and support | $3,750 | |
| Midtown Assistance Center Inc | ||||||||
| 613 Spring Street Northwest | Atlanta | GA | 30308 | N/A | PC | Designated Grant: General operating and support | $3,750 | |
| Mobile Loaves & Fishes Inc | ||||||||
| 9301 Hog Eye Road Suite 950 | Austin | TX | 78724 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| Museum of Fine Arts Houston Bayou Bend Collection and Gardens | ||||||||
| PO Box 6826 | Houston | TX | 772656826 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| Museum of Fine Arts Houston Glassell School of Art | ||||||||
| PO Box 6826 | Houston | TX | 77265 | N/A | PC | Designated Grant: General operating and support | $38,000 | |
| National Fallen Firefighters Foundation | ||||||||
| PO Drawer 498 | Emmitsburg | MD | 21727 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| National Museum of African American History & Culture | ||||||||
| 1400 Constitution Avenue Northwest | Washington | DC | 20560 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| National Society of the Colonial Dames of America in TX DBA The Neill-Cochr | ||||||||
| 2310 San Gabriel Street | Austin | TX | 78705 | N/A | PC | Designated Grant: General operating and support | $7,000 | |
| National Women's Law Center | ||||||||
| 1350 I Street Suite 700 | Washington | DC | 20005 | N/A | PC | Designated Grant: General operating and support | $8,000 | |
| Natural Resources Defense Council | ||||||||
| 40 West 20th Street | New York | NY | 10011 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Northwestern University | ||||||||
| 1201 Davis St | Evanston | IL | 60201 | N/A | PC | Designated Grant: General operating and support | $1,500 | |
| One Simple Wish | ||||||||
| 1977 N Olden Ave 292 | Trenton | NJ | 08618 | N/A | PC | Designated Grant: General operating and support | $25,000 | |
| Orange Show Foundation | ||||||||
| PO Box 230309 | Houston | TX | 77223 | N/A | PC | Designated Grant: General operating and support | $2,500 | |
| Peace Thru Culture Inc | ||||||||
| 5083 8th Street NE | Washington | DC | 20017 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Planned Parenthood Gulf Coast Inc | ||||||||
| 4600 Gulf Frwy | Houston | TX | 77023 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Planned Parenthood of Greater Texas | ||||||||
| 7424 Greenville Ave Suite 206 | Dallas | TX | 75231 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Precinct4Forward | ||||||||
| PO Box 27575 | Houston | TX | 77227 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| RAICES | ||||||||
| PO Box 786100 | San Antonio | TX | 782786100 | N/A | PC | Designated Grant: General operating and support | $3,000 | |
| Reading Partners North Texas | ||||||||
| 7950 Elmbrook Drive | Dallas | TX | 75247 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Ronald McDonald House Charities of Central Texas Inc | ||||||||
| 1315 Barbara Jordan Blvd | Austin | TX | 78723 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| Rosedale Foundation | ||||||||
| PO Box 301746 | Austin | TX | 78703 | N/A | PC | Designated Grant: General operating and support | $7,000 | |
| Sam Houston State University (SHSU) | ||||||||
| Box 2537 | Huntsville | TX | 773412537 | N/A | GOV | Designated Grant: General operating and support | $15,000 | |
| Sam Houston State University (SHSU) | ||||||||
| Box 2537 | Huntsville | TX | 773412537 | N/A | GOV | Designated Grant: General operating and support | $7,177 | |
| Samaritan's Purse | ||||||||
| PO Box 3000 | Boone | NC | 28607 | N/A | PC | Designated Grant: General operating and support | $2,500 | |
| Save the Children | ||||||||
| 501 Kings Highway East Suite 400 | Fairfield | CT | 06825 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| School Year Abroad Inc | ||||||||
| 120 Water St Ste 310 | North Andover | MA | 01845 | N/A | PC | Designated Grant: General operating and support | $20,000 | |
| School Year Abroad Inc | ||||||||
| 120 Water St Ste 310 | North Andover | MA | 01845 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Sea Shepherd Conservation Society | ||||||||
| PO Box 8628 | Alexandria | VA | 22306 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| SEARCH Homeless Services | ||||||||
| 1712 Pease Street | Houston | TX | 77003 | N/A | PC | Designated Grant: General operating and support | $7,500 | |
| SEARCH Homeless Services | ||||||||
| 1712 Pease Street | Houston | TX | 77003 | N/A | PC | Designated Grant: General operating and support | $7,500 | |
| Sequoyah Hills Presbyterian Church | ||||||||
| 3700 Keowee Avenue SW | Knoxville | TN | 37919 | N/A | PC | Designated Grant: General operating and support | $1,000 | |
| Shoal Creek Conservancy | ||||||||
| PO Box 11520 | Austin | TX | 78711 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Southern Methodist University | ||||||||
| PO Box 750116 | Dallas | TX | 752750116 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Space Workforce Incubator for Texas | ||||||||
| 4830 Twin Valley Drive | Austin | TX | 78731 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| St Andrew's Episcopal Church | ||||||||
| 1819 Heights Boulevard | Houston | TX | 77008 | N/A | PC | Designated Grant: General operating and support | $6,000 | |
| St John's School | ||||||||
| 2401 Claremont | Houston | TX | 770199961 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| St John's School | ||||||||
| 2401 Claremont | Houston | TX | 770199961 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| St John's School | ||||||||
| 2401 Claremont | Houston | TX | 770199961 | N/A | PC | Designated Grant: General operating and support | $500 | |
| St John's School | ||||||||
| 2401 Claremont | Houston | TX | 770199961 | N/A | PC | Designated Grant: General operating and support | $2,000 | |
| Stanford University | ||||||||
| 326 Galvez Street | Stanford | CA | 943056105 | N/A | PC | Designated Grant: General operating and support | $2,000 | |
| Stephen Siller Tunnel to Towers Foundation DBA Tunnel to Towers Foundation | ||||||||
| 2361 Hylan Boulevard | Staten Island | NY | 10306 | N/A | PC | Designated Grant: General operating and support | $550 | |
| Tallowood Baptist Church | ||||||||
| 555 Tallowood Road | Houston | TX | 77024 | N/A | PC | Designated Grant: General operating and support | $6,000 | |
| Target Hunger | ||||||||
| 1260 Shotwell Street | Houston | TX | 77020 | N/A | PC | Designated Grant: General operating and support | $25,000 | |
| Target Hunger | ||||||||
| 1260 Shotwell Street | Houston | TX | 77020 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Texas Lyceum | ||||||||
| 1321 Antoine Drive | Houston | TX | 77055 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Texas State University Development Foundation | ||||||||
| 601 University Dr | San Marcos | TX | 786664684 | N/A | PC | Designated Grant: General operating and support | $7,000 | |
| The Awty International School | ||||||||
| 7455 Awty School Lane | Houston | TX | 77055 | N/A | PC | Designated Grant: General operating and support | $1,800 | |
| The Beacon of Downtown Houston DBA The Beacon | ||||||||
| 1117 Texas Ave | Houston | TX | 77002 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| The Blue Bird Circle | ||||||||
| 615 West Alabama Street | Houston | TX | 77006 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| The Community Foundation of the Texas Hill Country Inc | ||||||||
| 241 Earl Garrett Street | Kerrville | TX | 78028 | N/A | PC | Designated Grant: General operating and support | $1,000 | |
| The Lilith Fund | ||||||||
| PO Box 684949 | Austin | TX | 78768 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| The Lilith Fund | ||||||||
| PO Box 684949 | Austin | TX | 78768 | N/A | PC | Designated Grant: General operating and support | $2,000 | |
| The Nashville Food Project | ||||||||
| 5904 California Ave | Nashville | TN | 37209 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| The National World War II Museum Inc | ||||||||
| 945 Magazine St | New Orleans | LA | 70130 | N/A | PC | Designated Grant: General operating and support | $5,792 | |
| The Nehemiah Center Inc | ||||||||
| 5015 Fannin St | Houston | TX | 77004 | N/A | PC | Designated Grant: General operating and support | $1,500 | |
| The Philanthropy Workshop Inc DBA Forward Global | ||||||||
| 110 East 25th Street | New York | NY | 10010 | N/A | PC | Designated Grant: General operating and support | $2,500 | |
| The Salvation Army | ||||||||
| 1500 Austin | Houston | TX | 77002 | N/A | PC | Designated Grant: General operating and support | $40,000 | |
| The Texas Tribune | ||||||||
| 919 Congress Ave Sixth Floor | Austin | TX | 78701 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| The University of North Carolina at Chapel Hill Arts and Sciences Foundatio | ||||||||
| 523 E Franklin Street | Chapel Hill | NC | 27514 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Touch Base Center for the Deafblind | ||||||||
| 15 Azalea Trail Lane | Bellaire | TX | 77401 | N/A | PC | Designated Grant: General operating and support | $6,000 | |
| Touch Base Center for the Deafblind | ||||||||
| 15 Azalea Trail Lane | Bellaire | TX | 77401 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Transgender Law Center | ||||||||
| PO Box 70976 | Oakland | CA | 946120976 | N/A | PC | Designated Grant: General operating and support | $8,000 | |
| Transmit Receive Labs Inc | ||||||||
| 6501 Navigation Blvd Suite A0 | Houston | TX | 77011 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Twelve Days of Christmas Inc | ||||||||
| 1415 S Voss Rd Suite 110 PMB 215 | Houston | TX | 77057 | N/A | PC | Designated Grant: General operating and support | $2,500 | |
| University of Arizona Foundation | ||||||||
| 1111 North Cherry Avenue | Tucson | AZ | 857210109 | N/A | PC | Designated Grant: General operating and support | $19,000 | |
| University of Arizona Foundation | ||||||||
| 1111 North Cherry Avenue | Tucson | AZ | 857210109 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| University of North Carolina at Wilmington | ||||||||
| 601 College Road | Wilmington | NC | 28403 | N/A | GOV | Designated Grant: General operating and support | $30,000 | |
| University of Texas at Austin The McCombs School of Business | ||||||||
| ATTN UT McCombs Real Estate Center | Austin | TX | 78712 | N/A | GOV | Designated Grant: General operating and support | $5,000 | |
| Ursuline Academy of Dallas Foundation Inc | ||||||||
| 4900 Walnut Hill Lane | Dallas | TX | 75229 | N/A | PC | Designated Grant: General operating and support | $10,000 | |
| Waterfront Botanical Gardens Inc | ||||||||
| PO Box 5056 | Louisville | KY | 40255 | N/A | PC | Designated Grant: General operating and support | $2,000 | |
| Waterloo Greenway Conservancy | ||||||||
| 1111 Red River St | Austin | TX | 78701 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| Waterloo Greenway Conservancy | ||||||||
| 1111 Red River St | Austin | TX | 78701 | N/A | PC | Designated Grant: General operating and support | $2,500 | |
| Waterloo Greenway Conservancy | ||||||||
| 1111 Red River St | Austin | TX | 78701 | N/A | PC | Designated Grant: General operating and support | $15,000 | |
| Waterloo Greenway Conservancy | ||||||||
| 1111 Red River St | Austin | TX | 78701 | N/A | PC | Designated Grant: General operating and support | $5,000 | |
| Zilker 351 | ||||||||
| 11675 Jollyville Road | Austin | TX | 78759 | N/A | PC | Designated Grant: General operating and support | $30,000 | |
| Austin Together Fund DBA Austin Together | ||||||||
| 3908 Ave B | Austin | TX | 78751 | N/A | PC | Other: General operating, support, programs, and initiatives | $1,000 | |
| Christ Church Cathedral | ||||||||
| 1117 Texas Avenue | Houston | TX | 77002 | N/A | PC | Other: General operating and support | $12,500 | |
| Grantmakers for Education | ||||||||
| 400 SE 103rd Dr 33348 | Portland | OR | 97216 | N/A | PC | Other: General operating, support, programs, and initiatives | $4,500 | |
| National Center for Family Philanthropy Inc | ||||||||
| 1667 K Street NW | Washington | DC | 20006 | N/A | PC | Other: General operating, support, programs, and initiatives | $5,000 | |
| Philanthropy Southwest | ||||||||
| 1910 Pacific Ave Ste 13500 | Dallas | TX | 75201 | N/A | PC | Other: General operating, support, programs, and initiatives | $6,050 | |
| Randolph College | ||||||||
| 2500 Rivermont Avenue | Lynchburg | VA | 245031526 | N/A | PC | Other: General operating and support | $12,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,425,720 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Austin 2030 Network co Social Good Fund Inc | |||||||
| PO Box 5332 | Austin | TX | 78763 | N/A | PC | Post-Secondary Pathways: Post-Secondary Access and Success | $178,000 |
| Boys & Girls Club of Walker County | |||||||
| PO Box 8600 | Huntsville | TX | 77340 | N/A | PC | Post-Secondary Pathways: Post-Secondary Access and Success | $150,000 |
| Boys & Girls Club of Walker County | |||||||
| PO Box 8600 | Huntsville | TX | 77340 | N/A | PC | Post-Secondary Pathways: Post-Secondary Access and Success | $150,000 |
| Communities In Schools of Central Texas | |||||||
| 2521 East St Elmo Rd | Austin | TX | 78744 | N/A | PC | Quality Public K-12 Schools: Student Supports | $100,000 |
| Trees For Houston | |||||||
| 1911 W 34th Street | Houston | TX | 77018 | N/A | PC | Conservation: Environmental Protection | $100,000 |
| Trees For Houston | |||||||
| 1911 W 34th Street | Houston | TX | 77018 | N/A | PC | Conservation: Environmental Protection | $100,000 |
| Alley Theatre | |||||||
| 615 Texas Ave | Houston | TX | 77002 | N/A | PC | Arts: Student Education Programs | $50,000 |
| Alley Theatre | |||||||
| 615 Texas Ave | Houston | TX | 77002 | N/A | PC | Arts: Student Education Programs | $50,000 |
| Coastal Prairie Conservancy | |||||||
| 5615 Kirby Dr Ste 867 | Houston | TX | 77005 | N/A | PC | Conservation: Environmental Protection | $50,000 |
| Coastal Prairie Conservancy | |||||||
| 5615 Kirby Dr Ste 867 | Houston | TX | 77005 | N/A | PC | Conservation: Environmental Protection | $50,000 |
| Emancipation Park Conservancy | |||||||
| 3018 Emancipation Ave | Houston | TX | 77004 | N/A | PC | Conservation: Connecting People to Nature | $50,000 |
| Emancipation Park Conservancy | |||||||
| 3018 Emancipation Ave | Houston | TX | 77004 | N/A | PC | Conservation: Connecting People to Nature | $50,000 |
| Houston Ballet Foundation | |||||||
| 601 Preston St | Houston | TX | 77002 | N/A | PC | Arts: Student Education Programs | $50,000 |
| Houston Ballet Foundation | |||||||
| 601 Preston St | Houston | TX | 77002 | N/A | PC | Arts: Student Education Programs | $50,000 |
| Houston Botanic Garden | |||||||
| 8205 N Bayou Drive | Houston | TX | 77017 | N/A | PC | Conservation: Connecting People to Nature | $50,000 |
| Houston Botanic Garden | |||||||
| 8205 N Bayou Drive | Houston | TX | 77017 | N/A | PC | Conservation: Connecting People to Nature | $50,000 |
| Houston Grand Opera Association Inc | |||||||
| 510 Preston St 5th Fl | Houston | TX | 77002 | N/A | PC | Arts: Student Education Programs | $50,000 |
| Houston Grand Opera Association Inc | |||||||
| 510 Preston St 5th Fl | Houston | TX | 77002 | N/A | PC | Arts: Student Education Programs | $50,000 |
| Houston Zoo | |||||||
| 1513 Cambridge St | Houston | TX | 77030 | N/A | PC | Conservation: Conservation/ Environmental Education | $50,000 |
| Houston Zoo | |||||||
| 1513 Cambridge St | Houston | TX | 77030 | N/A | PC | Conservation: Conservation/ Environmental Education | $50,000 |
| Main Street Theater Houston | |||||||
| 2540 Times Blvd | Houston | TX | 77005 | N/A | PC | Arts: Student Education Programs | $50,000 |
| Main Street Theater Houston | |||||||
| 2540 Times Blvd | Houston | TX | 77005 | N/A | PC | Arts: Student Education Programs | $50,000 |
| Urban Harvest Inc | |||||||
| 1911 W 34th Street | Houston | TX | 77018 | N/A | PC | Human Services: Stabilization and Empowerment | $50,000 |
| Zilker 351 | |||||||
| 11675 Jollyville Road | Austin | TX | 78759 | N/A | PC | Conservation: Connecting People to Nature | $50,000 |
| Houston Youth Symphony | |||||||
| 4550 Post Oak Place Dr Ste 245 | Houston | TX | 77027 | N/A | PC | Arts: Student Education Programs | $35,000 |
| Houston Youth Symphony | |||||||
| 4550 Post Oak Place Dr Ste 245 | Houston | TX | 77027 | N/A | PC | Arts: Student Education Programs | $35,000 |
| Sam Houston State University (SHSU) | |||||||
| Box 2537 | Huntsville | TX | 773412537 | N/A | GOV | Arts: Student Education Programs | $35,000 |
| Houston Metropolitan Dance Center Inc | |||||||
| P O Box 980457 | Houston | TX | 77098 | N/A | PC | Arts: Student Education Programs | $30,000 |
| Houston Metropolitan Dance Center Inc | |||||||
| P O Box 980457 | Houston | TX | 77098 | N/A | PC | Arts: Student Education Programs | $30,000 |
| A Time 2 Read Inc | |||||||
| PO Box 7403 | Huntsville | TX | 77342 | N/A | PC | Quality Public K-12 Schools: Student Supports | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,868,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,501 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,121,880 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,861,420 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $49,055,801 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,055,801 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax compliance | CategoryTxt |
| Amt | $7,000 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,500,000 Adobe Inc Note 2.300% 02/01/2030 | $1,418,825 | $1,418,825 |
| 1,500,000 Amazon.com Inc Note 3.600% 04/13/2032 | $1,466,085 | $1,466,085 |
| 500,000 Enterprise Products Operating LLC Note 3.950% 02/15/2027 | $507,926 | $507,926 |
| 1,500,000 Home Depot Inc Note 2.950% 06/15/2029 | $1,453,397 | $1,453,397 |
| 1,500,000 JPMorgan Chase & Co Note 2.950% 10/01/2026 | $1,501,328 | $1,501,328 |
| 1,500,000 Mastercard Inc Note 3.350% 03/26/2030 | $1,477,995 | $1,477,995 |
| 1,500,000 Morgan Stanley Ser I Mtn 3.625% 01/20/2027 | $1,520,418 | $1,520,418 |
| 500,000 PepsiCo Inc Note 2.375% 10/06/2026 | $497,799 | $497,799 |
| 1,000,000 PepsiCo Inc Note 2.625% 07/29/2029 | $965,553 | $965,553 |
| 500,000 Philip Morris International Inc Note 2.750% 02/25/2026 | $503,897 | $503,897 |
| 1,000,000 Philip Morris International Inc Note 3.375% 08/15/2029 | $988,300 | $988,300 |
| 500,000 State Street Corp Note 2.650% 05/19/2026 | $499,416 | $499,416 |
| 1,500,000 Union Pacific Corp Note 5.100% 02/20/2035 | $1,575,852 | $1,575,852 |
| 1,500,000 Visa Inc Note 2.050% 04/15/2030 | $1,396,527 | $1,396,527 |
| 1,500,000 Wells Fargo & Co Note 3.000% 10/23/2026 | $1,497,535 | $1,497,535 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 39,640 Abbott Laboratories | $4,966,496 | $4,966,496 |
| 9,875 Adobe Inc | $3,456,151 | $3,456,151 |
| 78,500 Alphabet Inc Class C | $24,633,300 | $24,633,300 |
| 92,900 Amazon.com Inc | $21,443,178 | $21,443,178 |
| 58,975 Apple Inc | $16,032,943 | $16,032,943 |
| 2,893,356 Artisan International Fund Inst | $86,974,278 | $86,974,278 |
| 6,775 ASML Holding NV | $7,248,301 | $7,248,301 |
| 66,200 AstraZeneca PLC | $6,085,766 | $6,085,766 |
| 12,440 Automatic Data Processing Inc | $3,221,089 | $3,221,089 |
| 58,600 BAE Systems PLC | $5,442,768 | $5,442,768 |
| 9,905 BlackRock Inc | $9,638,412 | $9,638,412 |
| 14,975 Broadridge Financial Solutions Inc | $3,356,571 | $3,356,571 |
| 56,235 Canadian Pacific Kansas City Ltd | $4,149,782 | $4,149,782 |
| 39,939 Chevron Corporation | $6,087,103 | $6,087,103 |
| 11,200 CME Group Inc | $3,058,496 | $3,058,496 |
| 50,033 Coca-Cola Co | $3,497,807 | $3,497,807 |
| 41,700 Costar Group Inc | $2,803,908 | $2,803,908 |
| 7,000 Deere & Co | $3,270,330 | $3,270,330 |
| 21,200 Eaton Corp Plc | $6,752,412 | $6,752,412 |
| 6,100 Eli Lilly And Co | $6,555,548 | $6,555,548 |
| 49,250 EOG Resources Inc | $5,171,742 | $5,171,742 |
| 13,500 Gartner Inc Com | $3,405,780 | $3,405,780 |
| 8,500 Home Depot Inc | $2,924,850 | $2,924,850 |
| 42,175 Intercontinental Exchange Inc | $6,830,663 | $6,830,663 |
| 14,150 Intuit Inc | $9,373,243 | $9,373,243 |
| 13,425 Intuitive Surgical, Inc. | $7,603,383 | $7,603,383 |
| 25,000 LVMH Moet Hennessy Louis Vuitton | $3,770,250 | $3,770,250 |
| 13,250 Marriott International Inc | $4,110,680 | $4,110,680 |
| 15,100 Mastercard Inc | $8,620,288 | $8,620,288 |
| 19,830 McDonald's Corp | $6,060,643 | $6,060,643 |
| 20,050 Meta Platforms Inc | $13,234,805 | $13,234,805 |
| 48,960 Microsoft Corp | $23,678,035 | $23,678,035 |
| 124,750 Nvidia Corp | $23,265,875 | $23,265,875 |
| 17,000 Old Dominion Freight Line Inc | $2,665,600 | $2,665,600 |
| 13,825 Otis Worldwide Corp | $1,207,614 | $1,207,614 |
| 32,525 Philip Morris International | $5,264,822 | $5,264,822 |
| 20,960 Progressive Corp | $4,773,011 | $4,773,011 |
| 13,815 S&P Global Inc | $7,219,581 | $7,219,581 |
| 32,500 Servicenow Inc | $4,978,675 | $4,978,675 |
| 9,175 Sherwin-Williams Co | $2,972,975 | $2,972,975 |
| 27,925 Taiwan Semiconductor Manufacturing | $8,508,340 | $8,508,340 |
| 39,895 Texas Instruments Inc | $6,921,384 | $6,921,384 |
| 18,445 UnitedHealth Group Inc | $6,088,879 | $6,088,879 |
| 650,253 Vanguard Mid-Cap Index Fund Inst | $51,617,074 | $51,617,074 |
| 9,950 Verisk Analytics, Inc. | $2,225,716 | $2,225,716 |
| 27,725 Visa Inc | $9,723,435 | $9,723,435 |
| 10,000 Zoetis Inc | $1,258,200 | $1,258,200 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,651,813 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,651,813 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General counsel | CategoryTxt |
| Legal Fees | $7,138 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,713 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank charges | $18,548 | $18,548 | $0 |
| Dues and subscriptions | $2,830 | $142 | $1,900 |
| Insurance | $7,051 | $353 | $9,827 |
| Office expense | $21,291 | $1,065 | $20,893 |
| Payroll processing fees | $10,813 | $541 | $10,272 |
| Software expense | $13,653 | $0 | $13,872 |
| Technology expense | $6,595 | $330 | $7,164 |
| Telephone | $5,118 | $256 | $4,561 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized appreciation in value of investments | $11,364,579 |
| Difference between cost and fair market value of noncash grants | $3,661,372 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Administrative consultation and support | $34,160 | $0 | $34,160 |
| Human resources and recruitment | $51,069 | $0 | $51,069 |
| Information technology services | $21,113 | $0 | $21,443 |
| Investment management fees | $752,870 | $752,870 | $0 |
| Professional development | $21,716 | $0 | $16,248 |
| Strategic planning | $23,536 | $0 | $23,536 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise tax | $668,638 | $0 | $0 |
| Foreign tax | $89,296 | $89,296 | $0 |