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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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-10T19:43:56-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760269860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blazek & VetterlingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 Weslayan Suite 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN746104592EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Powell FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPOWEBusinessNameControlTxt
Phone7135237557PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 Kirby Drive 1011AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKatherine Osborne ValdezPersonNm
Person TitlePresident/DirectorPersonTitleTxt
Phone7135237557PhoneNum
Signature2026-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara MurphyPreparerPersonNm
PTINP01386215PTIN
Phone7134395739PhoneNum
Preparation2026-05-01PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$491,924,553FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$72,501InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$72,501InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,121,880DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,121,880DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$41,861,420NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$70,116,074GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$41,861,420CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$49,055,801TotalRevAndExpnssAmt
Total Net Invst Incm$49,055,801TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$88,378CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$5,552CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$82,826CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,082,787OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$54,139OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,028,648OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$265,428PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$13,403PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$252,025PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$7,138LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$6,713LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,300AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$904,464OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$752,870OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$146,456OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$757,934TaxesRevAndExpnssAmt
Taxes Net Invst Incm$89,296TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$109,211OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$5,461OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$103,750OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$141,089TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$6,786TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$134,937TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$85,899OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$21,235OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$68,489OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,449,328TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$952,242TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,827,144TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,795,426ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,425,720ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,244,754TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$952,242TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,252,864TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$24,811,047ExcessRevenueOverExpensesAmt
Net Investment Income$48,103,559NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$968,558CashBOYAmt
Cash EOY$2,239,168CashEOYAmt
Cash EOYFMV$2,239,168CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,047,999SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,104,725SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,104,725SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$48,424PrepaidExpensesBOYAmt
Prepaid Expenses EOY$37,812PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$37,812PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$7,353,624USGovernmentObligationsBOYAmt
US Government Obligations EOY$7,651,813USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$7,651,813USGovtObligationsEOYFMVAmt
Corporate Stock BOY$425,127,438CorporateStockBOYAmt
Corporate Stock EOY$462,150,182CorporateStockEOYAmt
Corporate Stock EOYFMV$462,150,182CorporateStockEOYFMVAmt
Corporate Bonds BOY$16,518,110CorporateBondsBOYAmt
Corporate Bonds EOY$17,270,853CorporateBondsEOYAmt
Corporate Bonds EOYFMV$17,270,853CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$470,000LandBldgEquipCostOrOtherBssAmt
Land BOY$470,000LandBOYAmt
Land EOY$470,000LandEOYAmt
Land EOYFMV$470,000LandEOYFMVAmt
Total Assets BOY$451,534,153TotalAssetsBOYAmt
Total Assets EOY$491,924,553TotalAssetsEOYAmt
Total Assets EOYFMV$491,924,553TotalAssetsEOYFMVAmt
Accounts Payable BOY$198,911AccountsPayableBOYAmt
Accounts Payable EOY$329,313AccountsPayableEOYAmt
Grants Payable BOY$1,495,000GrantsPayableBOYAmt
Grants Payable EOY$1,918,000GrantsPayableEOYAmt
Total Liabilities BOY$1,693,911TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,247,313TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$449,840,242NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$489,677,240NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$449,840,242TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$489,677,240TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$451,534,153TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$491,924,553TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$449,840,242TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$24,811,047ExcessRevenueOverExpensesAmt
Other Increases$15,025,951OtherIncreasesAmt
Subtotal$489,677,240SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$489,677,240TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow 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$14,687,271P
FieldValueIRS element (for citing)
Capital Gain Net Income$41,861,420CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$668,639InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$668,639SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$668,639TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$353,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$353,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$315,639TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Addresswww.powellfoundation.orgWebsiteAddressTxt
Individual With BooksEleisha Nelson-ReedIndividualWithBooksNm
Phone7135237557PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12001 Kirby Drive Suite 1011AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77019ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Katherine Osborne Valdez
2001 Kirby Drive Suite 1011HoustonTX77019Board President/Director16.00$88,378$3,535$0
Ben H Powell V
2001 Kirby Drive Suite 1011HoustonTX77019VP/Director2.00$0$0$0
Charles F Caldwell
2001 Kirby Drive Suite 1011HoustonTX77019Secretary/Director2.00$0$0$0
Marian M Casey
2001 Kirby Drive Suite 1011HoustonTX77019Treasurer/Director5.00$0$0$0
Ben H Powell VI
2001 Kirby Drive Suite 1011HoustonTX77019Assistant Treasurer2.00$0$0$0
Terry Bruner
2001 Kirby Drive Suite 1011HoustonTX77019Director3.00$0$0$0
Christopher D Casey II
2001 Kirby Drive Suite 1011HoustonTX77019Director1.00$0$0$0
Thao Costis
2001 Kirby Drive Suite 1011HoustonTX77019Director3.00$0$0$0
E Inez Hill
2001 Kirby Drive Suite 1011HoustonTX77019Director1.00$0$0$0
Katherine P Hill
2001 Kirby Drive Suite 1011HoustonTX77019Director1.00$0$0$0
Molly N Kidd
2001 Kirby Drive Suite 1011HoustonTX77019Director2.00$0$0$0
Elizabeth K Moore
2001 Kirby Drive Suite 1011HoustonTX77019Director1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
Eleisha Nelson-Reed
2001 Kirby Drive Suite 1011HoustonTX77019Executive Director40.00$274,646$37,691$0
Anne Kuo Phan
2001 Kirby Drive Suite 1011HoustonTX77019Director, Finance an40.00$164,363$18,313$0
Angel Harvey King
2001 Kirby Drive Suite 1011HoustonTX77019Director, Programs40.00$143,380$25,991$0
Kate A Shannon
2001 Kirby Drive Suite 1011HoustonTX77019Director, Learning &40.00$114,727$42,690$0
Makia A Thomas
2001 Kirby Drive Suite 1011HoustonTX77019Program Officer40.00$116,744$18,144$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k4OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Fayez Sarofim & CoBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1909 Fannin StAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77010ZIPCd
FieldValueIRS element (for citing)
Service TypeInvestment managementServiceTypeTxt
Compensation$752,870CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Gibbs-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$658Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$472,838,437AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,587,935AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$476,426,372TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$476,426,372AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,146,396CashDeemedCharitableAmt
Net Vl Noncharitable Assets$469,279,976NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,463,999MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,463,999MinimumInvestmentReturnAmt
Tax Based On Investment Income$668,639TaxBasedOnInvestmentIncomeAmt
Total Tax$668,639TotalTaxAmt
Distributable Before Adj$22,795,360DistributableBeforeAdjAmt
Recoveries Qualfied Distri$53,294RecoveriesQualfiedDistriAmt
Distributable Before Ded$22,848,654DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$22,848,654DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,252,864ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$22,252,864QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,848,654DistributableAsAdjustedAmt
Undistributed Income PY$20,542,421UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$22,252,864QualifyingDistributionsAmt
Applied To Year1$20,542,421AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,710,443AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$21,138,211UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonhttpspowellfoundationorgapplicationRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12001 Kirby Drive Suite 1011AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77019ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7135237557RecipientPhoneNum
Recipient Email Addressgrants@powellfoundation.orgRecipientEmailAddressTxt
Form And Info And MaterialsOrganizations 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 DeadlinesRefer to the website for the application process and deadlines.SubmissionDeadlinesTxt
Restrictions On AwardsThe 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/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Precinct4Forward
PO Box 27575HoustonTX77227N/APCConservation: Connecting People to Nature$1,500,000
Boys & Girls Club of Walker County
PO Box 8600HuntsvilleTX77340N/APCPost-Secondary Pathways: Post-Secondary Access and Success$1,262,295
The Holdsworth Center
4907 Ranch Road 2222AustinTX78731N/APCQuality Public K-12 Schools: Excellent Educators$981,164
BridgeYear
3414 Eastside StreetHoustonTX77098N/APCPost-Secondary Pathways: Post-Secondary Access and Success$949,815
The Bridgespan Group
287 Columbus Avenue 4th FloorBostonMA02116N/APCAligned Cradle to Career Education System: Effective Tools, Policies, and Systems$838,175
Catalyst Education DBA Catalyst Exchange
721 Hillary Street 2New OrleansLA70118N/APCAligned Cradle to Career Education System: Effective Tools, Policies, and Systems$700,000
United Way for Greater Austin
5930 Middle Fiskville Rd 5th FloorAustinTX78752N/APCEarly Childhood Development and Education: High-Quality Providers and Educators$655,729
University of Houston Foundation
4543 Post Oak Place 250HoustonTX77027N/APCPost-Secondary Pathways: Post-Secondary Access and Success$399,000
Education First
PO Box 22871SeattleWA981220871N/APCAligned Cradle to Career Education System: Effective Tools, Policies, and Systems$372,313
40 Schools
3014 Dauphine Street STE A PMBNew OrleansLA70117N/APCEarly Childhood Development and Education: High-Capacity Sector$370,00094548
AVANCE Inc
824 Broadway St Suite 204San AntonioTX78215N/APCEarly Childhood Development and Education: Supportive Caregivers$365,000
Arts Connect Houston
1824 Spring Street 201HoustonTX77007N/ASO IArts: Student Education Programs$350,000
Creative Action
1023 Springdale Rd Bldg 3AustinTX78721N/APCArts: Student Education Programs$350,000
National Association for Family Child Care
700 12th St Ste 700WashingtonDC20005N/APCEarly 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 300aWashingtonDC20036N/APCEarly Childhood Development and Education: High-Capacity Sector$350,000
Austin 2030 Network co Social Good Fund Inc
PO Box 5332AustinTX78763N/APCPost-Secondary Pathways: Post-Secondary Access and Success$308,000
The Trail Conservancy
1333 Shore District Dr Suite 602AustinTX78741N/APCConservation: Connecting People to Nature$300,000
United Way of Greater Houston
50 Waugh DriveHoustonTX77007N/APCEarly Childhood Development and Education: High-Quality Providers and Educators$300,000
Bonterra Jumpstart Fund
1222 Preservation Park Way OaklandOakland CACA946121201N/APCAligned Cradle to Career Education System: Effective Tools, Policies, and Systems$260,000CA 94612-1201
The Bridgespan Group
287 Columbus Avenue 4th FloorBostonMA02116N/APCEarly Childhood Development and Education: High-Capacity Sector$252,463
Austin Childrens Museum DBA Thinkery
1830 Simond AveAustinTX78723N/APCEarly Childhood Development and Education: High-Quality Providers and Educators$200,000
Breakthrough Central Texas
3100 East 5th Street Suite 375AustinTX78702N/APCPost-Secondary Pathways: Post-Secondary Access and Success$200,000
EMERGE
3555 Timmons Ln Ste 800HoustonTX77027N/APCPost-Secondary Pathways: Post-Secondary Access and Success$200,000
Environmental Defense Fund Incorporated
257 Park Avenue SouthNew YorkNY10010N/APCConservation: Conservation/ Environmental Education$200,000
Philanthropy Advocates co Waco Foundation
1224 Austin Avenue Suite 100WacoTX76701N/APCAligned Cradle to Career Education System: Effective Tools, Policies, and Systems$200,000
Rice University School Literacy & Culture
6100 Main St MS-550HoustonTX77005N/APCEarly Childhood Development and Education: High-Quality Providers and Educators$200,000
Summer House Institute
1531 N 7th StPhiladelphiaPA19122N/APCQuality Public K-12 Schools: Excellent Educators$200,000
Improving Education Inc
1100 N Chester StreetBaltimoreMD21213N/APCEarly Childhood Development and Education: Supportive Caregivers$191,000
Huntsville Independent School District
441 FM 2821 EastHuntsvilleTX773209298N/AGOVQuality Public K-12 Schools: Student Supports$151,000
Austin Public Education Foundation DBA Austin Ed Fund
4000 S IH 35 Frontage RdAustinTX78704N/APCQuality Public K-12 Schools: Excellent Educators$150,000
Children At Risk Inc
PO Box 56003HoustonTX77256N/APCEarly Childhood Development and Education: High-Capacity Sector$150,000
Collaborative for Children
2200 Post Oak Blvd Suite 1000HoustonTX77056N/APCEarly Childhood Development and Education: High-Quality Providers and Educators$150,000
Connective
515 Post Oak Blvd Suite 1000HoustonTX77027N/ASO IHuman Services: Stabilization and Empowerment$150,000
E3 Alliance
5930 Middle Fiskville Rd Ste 414AustinTX78752N/APCAligned Cradle to Career Education System: Effective Tools, Policies, and Systems$150,000
Good Reason Houston
8 Greenway Plaza Suite 900HoustonTX77046N/APCEarly Childhood Development and Education: High-Capacity Sector$150,000
Hermann Park Conservancy
1700 Hermann DriveHoustonTX77004N/APCConservation: Connecting People to Nature$150,000
Memorial Park Conservancy Inc
7575 N Picnic LnHoustonTX77007N/APCConservation: Connecting People to Nature$150,000
Young Audiences Inc of Houston
675 Bering Dr Ste 300HoustonTX77057N/APCArts: Student Education Programs$150,000
The Bridgespan Group
287 Columbus Avenue 4th FloorBostonMA02116N/APCEarly Childhood Development and Education: High-Capacity Sector$140,000
Genaustin DBA Girls Empowerment Network
P O 3122AustinTX78764N/APCHuman Services: Emotional Wellbeing$128,000
Family Houston
PO Box 70068HoustonTX77270N/APCHuman Services: Emotional Wellbeing$125,000
Mainspring Schools
1100 West Live Oak StAustinTX78704N/APCEarly Childhood Development and Education: High-Quality Providers and Educators$125,000
Austin Youth & Community Farm Inc DBA Urban Roots
810 West 45th StreetAustinTX78760N/APCHuman Services: Stabilization and Empowerment$100,000
BakerRipley
PO Box 231808HoustonTX77223N/APCHuman Services: Stabilization and Empowerment$100,000
Boys and Girls Clubs of Austin and Travis County Inc
5455 South Loop EastHoustonTX77033N/APCQuality Public K-12 Schools: Quality Schools and Models$100,000
Boys and Girls Clubs of Austin and Travis County Inc
6648 Ed Bluestein BlvdAustinTX78723N/APCQuality Public K-12 Schools: Student Supports$100,000
Center for Women & Their Work
1311 E Cesar Chavez StAustinTX78702N/APCArts: Student Education Programs$100,000
Communities In Schools of Central Texas
2521 East St Elmo RdAustinTX78744N/APCQuality Public K-12 Schools: Student Supports$100,000
KIPP Texas Public Schools
10711 KIPP WayHoustonTX77099N/APCEarly Childhood Development and Education: High-Quality Providers and Educators$100,000
Mobile Loaves & Fishes Inc
9301 Hog Eye Road Suite 950AustinTX78724N/APCHuman Services: Stabilization and Empowerment$100,000
OneGoal
2799 Katy Fwy Suite 250 Office 11HoustonTX77007N/APCPost-Secondary Pathways: Post-Secondary Access and Success$100,000
Open Dance Project
747 N Shepherd Dr Ste 100HoustonTX77007N/APCArts: Student Education Programs$100,000
reMIND
PO Box 27607HoustonTX77227N/APCHuman Services: Emotional Wellbeing$100,000
Rooted School Foundation
612 Andrew Higgins BlvdNew OrleansLA70130N/APCHuman Services: Stabilization and Empowerment$100,000
Teach for America Inc DBA Teach For America - Austin
Teach For America C/O Jenny JensenAustinTX78702N/APCQuality Public K-12 Schools: Excellent Educators$100,000
Teach-Org Inc DBA TEACH for Houston
2443 Fillmore St 380-9883San FranciscoCA94115N/APCQuality Public K-12 Schools: Excellent Educators$100,000
Texas Cultural Trust Council DBA Texas Cultural Trust
901 S Mopac Expressway Barton OaksAustinTX78746N/APCArts: Student Education Programs$100,000Plaza II Ste 410
The Anderson Center for the Arts
13334 Wallisville Rd Bldg AHoustonTX77049N/APCArts: Public Arts and Culture Access$100,000
Trees For Houston
1911 W 34th StreetHoustonTX77018N/APCConservation: Environmental Protection$100,000
Urban Harvest Inc
1911 W 34th StreetHoustonTX77018N/APCHuman Services: Stabilization and Empowerment$100,000
Vincare Services of Austin Foundation DBA Saint Louise House
PO Box 150637AustinTX78715N/APCHuman Services: Stabilization and Empowerment$100,000
Willow Waterhole Greenspace Conservancy
5600 South Willow Suite 113HoustonTX77035N/APCConservation: Connecting People to Nature$100,000
Writers in the Schools
1414 Sul Ross StHoustonTX77006N/APCArts: Student Education Programs$100,000
Manor ISD Education Foundation
10335 US Highway 290 E / PO Box 679ManorTX78653N/APCHuman Services: Emotional Wellbeing$90,000
Ser-Jobs for Progress of the Texas Gulf Coast Inc DBA SERJobs
1710 Telephone RdHoustonTX77023N/APCPost-Secondary Pathways: Post-Secondary Readiness$75,000
Alley Theatre
615 Texas AveHoustonTX77002N/APCArts: Student Education Programs$50,000
American Festival for the Arts
241 N Milby Street Suite BHoustonTX77003N/APCArts: Student Education Programs$50,000
Austin Theatre Alliance
713 Congress AveAustinTX78701N/APCArts: Student Education Programs$50,000
Bayou City Waterkeeper
4900 Travis St Suite 209HoustonTX77002N/APCConservation: Environmental Protection$50,000
Central Texas Food Bank
6500 Metropolis DriveAustinTX78744N/APCHuman Services: Stabilization and Empowerment$50,000
Coalition for the Homeless of HoustonHarris County
2000 Crawford Street Suite 700HoustonTX77002N/APCHuman Services: Stabilization and Empowerment$50,000
Coastal Prairie Conservancy
5615 Kirby Dr Ste 867HoustonTX77005N/APCConservation: Environmental Protection$50,000
Creative Action
1023 Springdale Rd Bldg 3AustinTX78721N/APCArts: Student Education Programs$50,000
Da Camera Society of Texas DBA DACAMERA
1402 Sul Ross StHoustonTX77006N/APCArts: Student Education Programs$50,000
Emancipation Park Conservancy
3018 Emancipation AveHoustonTX77004N/APCConservation: Connecting People to Nature$50,000
First3Years
6119 Greenville Ave PMB 194DallasTX75206N/APCEarly Childhood Development and Education: High-Capacity Sector$50,000
FotoFest Inc
2000 Edwards St Bldg C Ste 2HoustonTX77007N/APCArts: Student Education Programs$50,000
FuelEd Schools Inc
8453 Cliffridge AveLa JollaCA92037N/APCQuality Public K-12 Schools: Excellent Educators$50,000
Houston Area Women's Center
3077 El Camino StHoustonTX77054N/APCHuman Services: Stabilization and Empowerment$50,000
Houston Audubon Society
440 Wilchester BlvdHoustonTX77079N/APCConservation: Conservation/ Environmental Education$50,000
Houston Ballet Foundation
601 Preston StHoustonTX77002N/APCArts: Student Education Programs$50,000
Houston Botanic Garden
8205 N Bayou DriveHoustonTX77017N/APCConservation: Connecting People to Nature$50,000
Houston Grand Opera Association Inc
510 Preston St 5th FlHoustonTX77002N/APCArts: Student Education Programs$50,000
Houston Museum of Natural Science
5555 Hermann Park DrHoustonTX77030N/APCQuality Public K-12 Schools: Student Supports$50,000
Houston Symphony
615 Louisiana St Ste 102HoustonTX77002N/APCArts: Student Education Programs$50,000
Houston Zoo
1513 Cambridge StHoustonTX77030N/APCConservation: Conservation/ Environmental Education$50,000
Latinos for Education
68 Harrison Ave Suite 605 PMB 91135BostonMA02111N/APCQuality Public K-12 Schools: Excellent Educators$50,000
Main Street Theater Houston
2540 Times BlvdHoustonTX77005N/APCArts: Student Education Programs$50,000
Museum of Fine Arts Houston Bayou Bend Collection and Gardens
PO Box 6826HoustonTX772656826N/APCArts: Student Education Programs$50,000
Museum of Fine Arts Houston Glassell School of Art
PO Box 6826HoustonTX77265N/APCArts: Student Education Programs$50,000
Performing Arts Houston
615 Louisiana Street Suite 100HoustonTX77002N/APCArts: Public Arts and Culture Access$50,000
Sam Houston State University (SHSU)
Box 2537HuntsvilleTX773412537N/AGOVHuman Services: Stabilization and Empowerment$50,000
Shield Ranch Foundation Fund
3103 Bee Caves Road Suite 203AustinTX78746N/APOFConservation: Conservation/ Environmental Education$50,000
Shoal Creek Conservancy
PO Box 11520AustinTX78711N/APCConservation: Environmental Protection$50,000
Teach Plus Inc
1 Beacon St 15th Floor Suite 1500BostonMA02108N/APCQuality Public K-12 Schools: Excellent Educators$50,000
The Ensemble Theatre
3535 Main StreetHoustonTX77002N/APCArts: Student Education Programs$50,000
The SAFE Alliance
PO Box 19454AustinTX787609454N/APCHuman Services: Stabilization and Empowerment$50,000
TreeFolks
PO Box 1395Del ValleTX78617N/APCConservation: Environmental Protection$50,000
Youth and Family Alliance DBA LifeWorks
3700 S 1st StAustinTX78704N/APCHuman Services: Stabilization and Empowerment$50,000
Zilker 351
11675 Jollyville RoadAustinTX78759N/APCConservation: Connecting People to Nature$50,000
Art League of Houston DBA Art League Houston
1953 Montrose BlvdHoustonTX77006N/APCArts: Student Education Programs$40,000
ChildBuilders
11152 Westheimer Rd 794HoustonTX77042N/APCHuman Services: Emotional Wellbeing$40,000
Local Infant Formula for Emergencies Inc DBA LIFE Houston
2002 South Wayside DriveHoustonTX77023N/APCHuman Services: Stabilization and Empowerment$40,000
Houston Youth Symphony
4550 Post Oak Place Dr Ste 245HoustonTX77027N/APCArts: Student Education Programs$35,000
Sam Houston State University (SHSU)
Box 2537HuntsvilleTX773412537N/AGOVArts: Student Education Programs$35,000
Houston Metropolitan Dance Center Inc
P O Box 980457HoustonTX77098N/APCArts: Student Education Programs$30,000
The Trail Conservancy
1333 Shore District Dr Suite 602AustinTX78741N/APCConservation: Connecting People to Nature$30,000
A Time 2 Read Inc
PO Box 7403HuntsvilleTX77342N/APCQuality Public K-12 Schools: Student Supports$25,000
Memorial Assistance Ministries Inc
1625 Blalock RoadHoustonTX77080N/APCHuman Services: Stabilization and Empowerment$25,000
ACLU Foundation of Texas
PO Box 8306HoustonTX77288N/APCDesignated Grant: General operating and support$15,000
ACLU Foundation of Texas
PO Box 8306HoustonTX77288N/APCDesignated Grant: General operating and support$2,000
Alzheimer's Association San DiegoImperial Chapter
591 Camino de la Reina Suite 720San DiegoCA92108N/APCDesignated Grant: General operating and support$500
American Friends of The Ocean Cleanup Foundation
228 East 45th Street Suite 9ENew YorkNY10017N/APCDesignated Grant: General operating and support$3,000
American Leadership Forum
1801 Main Street Suite 910HoustonTX77002N/APCDesignated Grant: General operating and support$3,000
Austin Public Education Foundation DBA Austin Ed Fund
4000 S IH 35 Frontage RdAustinTX78704N/APCDesignated Grant: General operating and support$7,000
Austin Theatre Alliance
713 Congress AveAustinTX78701N/APCDesignated Grant: General operating and support$33,995
Austin Theatre Alliance
713 Congress AveAustinTX78701N/APCDesignated Grant: General operating and support$4,500
Baylor University
One Bear Place 97043WacoTX767987043N/APCDesignated Grant: General operating and support$3,000
Baylor University
One Bear Place 97043WacoTX767987043N/APCDesignated Grant: General operating and support$3,000
Bayou City Blessings in a Backpack
12535 Perthshire RoadHoustonTX77024N/APCDesignated Grant: General operating and support$6,000
Bo's Place
10050 Buffalo SpeedwayHoustonTX77054N/APCDesignated Grant: General operating and support$515
Boys and Girls Country of Houston Inc (BGC)
18806 Roberts RoadHockleyTX77447N/APCDesignated Grant: General operating and support$10,000
Camp Allen
18800 FM 362NavasotaTX77868N/APCDesignated Grant: General operating and support$5,000
Camp Allen
18800 FM 362NavasotaTX77868N/APCDesignated Grant: General operating and support$10,000
Camp Allen
18800 FM 362NavasotaTX77868N/APCDesignated Grant: General operating and support$11,000
Camp Allen
18800 FM 362NavasotaTX77868N/APCDesignated Grant: General operating and support$10,000
Center for Reproductive Rights Inc
199 Water StreetNew YorkNY10038N/APCDesignated Grant: General operating and support$8,000
Central Texas Food Bank
6500 Metropolis DriveAustinTX78744N/APCDesignated Grant: General operating and support$15,000
Centre College
600 West Walnut StreetDanvilleKY40422N/APCDesignated Grant: General operating and support$4,849
Childrens Museum Inc DBA Children's Museum Houston
1500 Binz StHoustonTX77004N/APCDesignated Grant: General operating and support$15,500
Childrens Museum Inc DBA Children's Museum Houston
1500 Binz StHoustonTX77004N/APCDesignated Grant: General operating and support$1,175
Christ Church Cathedral
1117 Texas AvenueHoustonTX77002N/APCDesignated Grant: General operating and support$2,000
Circle Ten Council Scouting America
8605 Harry Hines BlvdDallasTX75235N/APCDesignated Grant: General operating and support$25,000
Circle Ten Council Scouting America
8605 Harry Hines BlvdDallasTX75235N/APCDesignated Grant: General operating and support$20,000
Circle Ten Council Scouting America
8605 Harry Hines BlvdDallasTX75235N/APCDesignated Grant: General operating and support$15,000
Community Foundation of Acadiana (CFA)
1035 Camellia BoulevardLafayetteLA70508N/APCDesignated Grant: General operating and support$8,699
Congregation Shma Koleinu
PO Box 1808BellaireTX774021808N/APCDesignated Grant: General operating and support$50
C-Stem Teacher and Student Support Services DBA C-STEM
3226 Alabama StHoustonTX77004N/APCDesignated Grant: General operating and support$2,500
Dallas 24 Hour Club Inc
4636 Ross AvenueDallasTX75204N/APCDesignated Grant: General operating and support$5,000
Dartmouth College
6066 Development OfficeHanoverNH03755N/APCDesignated Grant: General operating and support$10,000
Dartmouth College
6066 Development OfficeHanoverNH03755N/APCDesignated Grant: General operating and support$5,000
Dartmouth College
6066 Development OfficeHanoverNH03755N/APCDesignated Grant: General operating and support$25,700
Dartmouth College
6066 Development OfficeHanoverNH03755N/APCDesignated Grant: General operating and support$10,000
Dartmouth College
6066 Development OfficeHanoverNH03755N/APCDesignated Grant: General operating and support$5,000
DeafBlind Community of Texas
213 S Roy Reynolds DriveHarker HeightsTX76548N/APCDesignated Grant: General operating and support$6,000
DeafBlind Community of Texas
213 S Roy Reynolds DriveHarker HeightsTX76548N/APCDesignated Grant: General operating and support$8,000
Dogwood Arts Festival Inc
123 W Jackson AveKnoxvilleTN37902N/APCDesignated Grant: General operating and support$500
East Tennessee Foundation
520 W Summit Hill Drive Suite 1101KnoxvilleTN37902N/APCDesignated Grant: General operating and support$500
Enjoyable Pain of Growth Academy DBA EPOG Academy
619 Jackson Hill StreetHoustonTX77007N/APCDesignated Grant: General operating and support$5,000
Environment America Research and Policy Center Inc
1543 Wazee St Ste 410DenverCO80202N/APCDesignated Grant: General operating and support$4,500
Environmental Defense Fund Incorporated
257 Park Avenue SouthNew YorkNY10010N/APCDesignated Grant: General operating and support$10,000
Episcopal High School
4650 BissonnetBellaireTX77401N/APCDesignated Grant: General operating and support$13,500
Ex-Students' Assn Univ Texas
PO Box 7278AustinTX78713N/APCDesignated Grant: General operating and support$2,000
Families Empowered
2050 N Loop W Suite 230HoustonTX77018N/APCDesignated Grant: General operating and support$5,000
FotoFest Inc
2000 Edwards St Bldg C Ste 2HoustonTX77007N/APCDesignated Grant: General operating and support$15,000
FotoFest Inc
2000 Edwards St Bldg C Ste 2HoustonTX77007N/APCDesignated Grant: General operating and support$5,000
Friends of MHMRA of Harris County DBA The Harris Center Foundation for Ment
9401 Southwest FwyHoustonTX77074N/APCDesignated Grant: General operating and support$1,510
Growing Communities Inc
3753 Degnan BoulevardLos AngelesCA90018N/APCDesignated Grant: General operating and support$10,000
Helen Keller Services
180 Livingston Street 2nd FloorBrooklynNY11201N/APCDesignated Grant: General operating and support$7,000
Helen Keller Services
180 Livingston Street 2nd FloorBrooklynNY11201N/APCDesignated Grant: General operating and support$5,000
Houston Area Parkinson Society
2700 Southwest Freeway Suite 296HoustonTX77098N/APCDesignated Grant: General operating and support$5,000
Houston Area Parkinson Society
2700 Southwest Freeway Suite 296HoustonTX77098N/APCDesignated Grant: General operating and support$10,000
Houston Area Women's Center
3077 El Camino StHoustonTX77054N/APCDesignated Grant: General operating and support$9,000
Houston Ballet Foundation
601 Preston StHoustonTX77002N/APCDesignated Grant: General operating and support$10,000
Houston Food Bank
535 Portwall StreetHoustonTX77029N/APCDesignated Grant: General operating and support$24,000
Houston Grand Opera Association Inc
510 Preston St 5th FlHoustonTX77002N/APCDesignated Grant: General operating and support$10,000
Houston Livestock Show and Rodeo
NRG Center 3 NRG ParkHoustonTX77054N/APCDesignated Grant: General operating and support$10,000
Houston Petset
4265 San Felipe Suite 1100HoustonTX77027N/APCDesignated Grant: General operating and support$100
Houston Public Media Foundation
4343 ElginHoustonTX77204N/APCDesignated Grant: General operating and support$10,000
Houston SPCA
7007 Old Katy RoadHoustonTX77024N/APCDesignated Grant: General operating and support$2,500
Houston SPCA
7007 Old Katy RoadHoustonTX77024N/APCDesignated Grant: General operating and support$1,100
Houston Symphony
615 Louisiana St Ste 102HoustonTX77002N/APCDesignated Grant: General operating and support$5,704
Houston Zoo
1513 Cambridge StHoustonTX77030N/APCDesignated Grant: General operating and support$1,500
Houston Zoo
1513 Cambridge StHoustonTX77030N/APCDesignated Grant: General operating and support$2,500
Howard University
2218 6th Street NorthwestWashingtonDC20059N/APCDesignated Grant: General operating and support$20,000
Howard University
2218 6th Street NorthwestWashingtonDC20059N/APCDesignated Grant: General operating and support$10,000
Humane World for Animals Inc
1255 23rd St NW Suite 450WashingtonDC20037N/APCDesignated Grant: General operating and support$546
Interfaith Health Center
315 Gill AvenueKnoxvilleTN37917N/APCDesignated Grant: General operating and support$15,000
Junior League of Houston Inc
1811 Briar Oaks LaneHoustonTX77027N/APCDesignated Grant: General operating and support$1,000
Keep Knoxville Beautiful
5100 West Martin Mill PikeKnoxvilleTN37920N/APCDesignated Grant: General operating and support$7,500
Knoxville Jewish Alliance Inc
6800 Deane Hill DrKnoxvilleTN37919N/APCDesignated Grant: General operating and support$750
Knoxville Leadership Foundation Inc
318 North Gay StreetKnoxvilleTN37917N/APCDesignated Grant: General operating and support$500
Knoxville Museum of Art
1050 Worlds Fair Park DrKnoxvilleTN37916N/APCDesignated Grant: General operating and support$500
Knoxville Symphony Orchestra
100 South Gay Street Suite 302KnoxvilleTN37902N/APCDesignated Grant: General operating and support$10,000
Laity Lodge Youth Camp
719 Earl Garrett StreetKerrvilleTX78028N/APCDesignated Grant: General operating and support$2,000
Lakeshore Park Conservancy
PO Box 10244KnoxvilleTN37939N/APCDesignated Grant: General operating and support$7,500
Lensic Performing Arts Center
211 West San Francisco StSanta FeNM87501N/APCDesignated Grant: General operating and support$204
Main Street Theater Houston
2540 Times BlvdHoustonTX77005N/APCDesignated Grant: General operating and support$10,000
Manned Space Flight Education Foundation
1601 NASA ParkwayHoustonTX77058N/APCDesignated Grant: General operating and support$5,000
MD Anderson Cancer Center
PO Box 4486HoustonTX772104486N/AGOVDesignated Grant: General operating and support$5,000
Meals on Wheels Atlanta
1705 Commerce Drive NorthwestAtlantaGA30318N/APCDesignated Grant: General operating and support$3,750
Midtown Assistance Center Inc
613 Spring Street NorthwestAtlantaGA30308N/APCDesignated Grant: General operating and support$3,750
Mobile Loaves & Fishes Inc
9301 Hog Eye Road Suite 950AustinTX78724N/APCDesignated Grant: General operating and support$15,000
Museum of Fine Arts Houston Bayou Bend Collection and Gardens
PO Box 6826HoustonTX772656826N/APCDesignated Grant: General operating and support$15,000
Museum of Fine Arts Houston Glassell School of Art
PO Box 6826HoustonTX77265N/APCDesignated Grant: General operating and support$38,000
National Fallen Firefighters Foundation
PO Drawer 498EmmitsburgMD21727N/APCDesignated Grant: General operating and support$5,000
National Museum of African American History & Culture
1400 Constitution Avenue NorthwestWashingtonDC20560N/APCDesignated Grant: General operating and support$10,000
National Society of the Colonial Dames of America in TX DBA The Neill-Cochr
2310 San Gabriel StreetAustinTX78705N/APCDesignated Grant: General operating and support$7,000
National Women's Law Center
1350 I Street Suite 700WashingtonDC20005N/APCDesignated Grant: General operating and support$8,000
Natural Resources Defense Council
40 West 20th StreetNew YorkNY10011N/APCDesignated Grant: General operating and support$5,000
Northwestern University
1201 Davis StEvanstonIL60201N/APCDesignated Grant: General operating and support$1,500
One Simple Wish
1977 N Olden Ave 292TrentonNJ08618N/APCDesignated Grant: General operating and support$25,000
Orange Show Foundation
PO Box 230309HoustonTX77223N/APCDesignated Grant: General operating and support$2,500
Peace Thru Culture Inc
5083 8th Street NEWashingtonDC20017N/APCDesignated Grant: General operating and support$5,000
Planned Parenthood Gulf Coast Inc
4600 Gulf FrwyHoustonTX77023N/APCDesignated Grant: General operating and support$5,000
Planned Parenthood of Greater Texas
7424 Greenville Ave Suite 206DallasTX75231N/APCDesignated Grant: General operating and support$5,000
Precinct4Forward
PO Box 27575HoustonTX77227N/APCDesignated Grant: General operating and support$10,000
RAICES
PO Box 786100San AntonioTX782786100N/APCDesignated Grant: General operating and support$3,000
Reading Partners North Texas
7950 Elmbrook DriveDallasTX75247N/APCDesignated Grant: General operating and support$5,000
Ronald McDonald House Charities of Central Texas Inc
1315 Barbara Jordan BlvdAustinTX78723N/APCDesignated Grant: General operating and support$15,000
Rosedale Foundation
PO Box 301746AustinTX78703N/APCDesignated Grant: General operating and support$7,000
Sam Houston State University (SHSU)
Box 2537HuntsvilleTX773412537N/AGOVDesignated Grant: General operating and support$15,000
Sam Houston State University (SHSU)
Box 2537HuntsvilleTX773412537N/AGOVDesignated Grant: General operating and support$7,177
Samaritan's Purse
PO Box 3000BooneNC28607N/APCDesignated Grant: General operating and support$2,500
Save the Children
501 Kings Highway East Suite 400FairfieldCT06825N/APCDesignated Grant: General operating and support$5,000
School Year Abroad Inc
120 Water St Ste 310North AndoverMA01845N/APCDesignated Grant: General operating and support$20,000
School Year Abroad Inc
120 Water St Ste 310North AndoverMA01845N/APCDesignated Grant: General operating and support$10,000
Sea Shepherd Conservation Society
PO Box 8628AlexandriaVA22306N/APCDesignated Grant: General operating and support$5,000
SEARCH Homeless Services
1712 Pease StreetHoustonTX77003N/APCDesignated Grant: General operating and support$7,500
SEARCH Homeless Services
1712 Pease StreetHoustonTX77003N/APCDesignated Grant: General operating and support$7,500
Sequoyah Hills Presbyterian Church
3700 Keowee Avenue SWKnoxvilleTN37919N/APCDesignated Grant: General operating and support$1,000
Shoal Creek Conservancy
PO Box 11520AustinTX78711N/APCDesignated Grant: General operating and support$10,000
Southern Methodist University
PO Box 750116DallasTX752750116N/APCDesignated Grant: General operating and support$5,000
Space Workforce Incubator for Texas
4830 Twin Valley DriveAustinTX78731N/APCDesignated Grant: General operating and support$10,000
St Andrew's Episcopal Church
1819 Heights BoulevardHoustonTX77008N/APCDesignated Grant: General operating and support$6,000
St John's School
2401 ClaremontHoustonTX770199961N/APCDesignated Grant: General operating and support$15,000
St John's School
2401 ClaremontHoustonTX770199961N/APCDesignated Grant: General operating and support$5,000
St John's School
2401 ClaremontHoustonTX770199961N/APCDesignated Grant: General operating and support$500
St John's School
2401 ClaremontHoustonTX770199961N/APCDesignated Grant: General operating and support$2,000
Stanford University
326 Galvez StreetStanfordCA943056105N/APCDesignated Grant: General operating and support$2,000
Stephen Siller Tunnel to Towers Foundation DBA Tunnel to Towers Foundation
2361 Hylan BoulevardStaten IslandNY10306N/APCDesignated Grant: General operating and support$550
Tallowood Baptist Church
555 Tallowood RoadHoustonTX77024N/APCDesignated Grant: General operating and support$6,000
Target Hunger
1260 Shotwell StreetHoustonTX77020N/APCDesignated Grant: General operating and support$25,000
Target Hunger
1260 Shotwell StreetHoustonTX77020N/APCDesignated Grant: General operating and support$5,000
Texas Lyceum
1321 Antoine DriveHoustonTX77055N/APCDesignated Grant: General operating and support$5,000
Texas State University Development Foundation
601 University DrSan MarcosTX786664684N/APCDesignated Grant: General operating and support$7,000
The Awty International School
7455 Awty School LaneHoustonTX77055N/APCDesignated Grant: General operating and support$1,800
The Beacon of Downtown Houston DBA The Beacon
1117 Texas AveHoustonTX77002N/APCDesignated Grant: General operating and support$10,000
The Blue Bird Circle
615 West Alabama StreetHoustonTX77006N/APCDesignated Grant: General operating and support$5,000
The Community Foundation of the Texas Hill Country Inc
241 Earl Garrett StreetKerrvilleTX78028N/APCDesignated Grant: General operating and support$1,000
The Lilith Fund
PO Box 684949AustinTX78768N/APCDesignated Grant: General operating and support$5,000
The Lilith Fund
PO Box 684949AustinTX78768N/APCDesignated Grant: General operating and support$2,000
The Nashville Food Project
5904 California AveNashvilleTN37209N/APCDesignated Grant: General operating and support$10,000
The National World War II Museum Inc
945 Magazine StNew OrleansLA70130N/APCDesignated Grant: General operating and support$5,792
The Nehemiah Center Inc
5015 Fannin StHoustonTX77004N/APCDesignated Grant: General operating and support$1,500
The Philanthropy Workshop Inc DBA Forward Global
110 East 25th StreetNew YorkNY10010N/APCDesignated Grant: General operating and support$2,500
The Salvation Army
1500 AustinHoustonTX77002N/APCDesignated Grant: General operating and support$40,000
The Texas Tribune
919 Congress Ave Sixth FloorAustinTX78701N/APCDesignated Grant: General operating and support$10,000
The University of North Carolina at Chapel Hill Arts and Sciences Foundatio
523 E Franklin StreetChapel HillNC27514N/APCDesignated Grant: General operating and support$5,000
Touch Base Center for the Deafblind
15 Azalea Trail LaneBellaireTX77401N/APCDesignated Grant: General operating and support$6,000
Touch Base Center for the Deafblind
15 Azalea Trail LaneBellaireTX77401N/APCDesignated Grant: General operating and support$5,000
Transgender Law Center
PO Box 70976OaklandCA946120976N/APCDesignated Grant: General operating and support$8,000
Transmit Receive Labs Inc
6501 Navigation Blvd Suite A0HoustonTX77011N/APCDesignated Grant: General operating and support$5,000
Twelve Days of Christmas Inc
1415 S Voss Rd Suite 110 PMB 215HoustonTX77057N/APCDesignated Grant: General operating and support$2,500
University of Arizona Foundation
1111 North Cherry AvenueTucsonAZ857210109N/APCDesignated Grant: General operating and support$19,000
University of Arizona Foundation
1111 North Cherry AvenueTucsonAZ857210109N/APCDesignated Grant: General operating and support$5,000
University of North Carolina at Wilmington
601 College RoadWilmingtonNC28403N/AGOVDesignated Grant: General operating and support$30,000
University of Texas at Austin The McCombs School of Business
ATTN UT McCombs Real Estate CenterAustinTX78712N/AGOVDesignated Grant: General operating and support$5,000
Ursuline Academy of Dallas Foundation Inc
4900 Walnut Hill LaneDallasTX75229N/APCDesignated Grant: General operating and support$10,000
Waterfront Botanical Gardens Inc
PO Box 5056LouisvilleKY40255N/APCDesignated Grant: General operating and support$2,000
Waterloo Greenway Conservancy
1111 Red River StAustinTX78701N/APCDesignated Grant: General operating and support$15,000
Waterloo Greenway Conservancy
1111 Red River StAustinTX78701N/APCDesignated Grant: General operating and support$2,500
Waterloo Greenway Conservancy
1111 Red River StAustinTX78701N/APCDesignated Grant: General operating and support$15,000
Waterloo Greenway Conservancy
1111 Red River StAustinTX78701N/APCDesignated Grant: General operating and support$5,000
Zilker 351
11675 Jollyville RoadAustinTX78759N/APCDesignated Grant: General operating and support$30,000
Austin Together Fund DBA Austin Together
3908 Ave BAustinTX78751N/APCOther: General operating, support, programs, and initiatives$1,000
Christ Church Cathedral
1117 Texas AvenueHoustonTX77002N/APCOther: General operating and support$12,500
Grantmakers for Education
400 SE 103rd Dr 33348PortlandOR97216N/APCOther: General operating, support, programs, and initiatives$4,500
National Center for Family Philanthropy Inc
1667 K Street NWWashingtonDC20006N/APCOther: General operating, support, programs, and initiatives$5,000
Philanthropy Southwest
1910 Pacific Ave Ste 13500DallasTX75201N/APCOther: General operating, support, programs, and initiatives$6,050
Randolph College
2500 Rivermont AvenueLynchburgVA245031526N/APCOther: General operating and support$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,425,720TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Austin 2030 Network co Social Good Fund Inc
PO Box 5332AustinTX78763N/APCPost-Secondary Pathways: Post-Secondary Access and Success$178,000
Boys & Girls Club of Walker County
PO Box 8600HuntsvilleTX77340N/APCPost-Secondary Pathways: Post-Secondary Access and Success$150,000
Boys & Girls Club of Walker County
PO Box 8600HuntsvilleTX77340N/APCPost-Secondary Pathways: Post-Secondary Access and Success$150,000
Communities In Schools of Central Texas
2521 East St Elmo RdAustinTX78744N/APCQuality Public K-12 Schools: Student Supports$100,000
Trees For Houston
1911 W 34th StreetHoustonTX77018N/APCConservation: Environmental Protection$100,000
Trees For Houston
1911 W 34th StreetHoustonTX77018N/APCConservation: Environmental Protection$100,000
Alley Theatre
615 Texas AveHoustonTX77002N/APCArts: Student Education Programs$50,000
Alley Theatre
615 Texas AveHoustonTX77002N/APCArts: Student Education Programs$50,000
Coastal Prairie Conservancy
5615 Kirby Dr Ste 867HoustonTX77005N/APCConservation: Environmental Protection$50,000
Coastal Prairie Conservancy
5615 Kirby Dr Ste 867HoustonTX77005N/APCConservation: Environmental Protection$50,000
Emancipation Park Conservancy
3018 Emancipation AveHoustonTX77004N/APCConservation: Connecting People to Nature$50,000
Emancipation Park Conservancy
3018 Emancipation AveHoustonTX77004N/APCConservation: Connecting People to Nature$50,000
Houston Ballet Foundation
601 Preston StHoustonTX77002N/APCArts: Student Education Programs$50,000
Houston Ballet Foundation
601 Preston StHoustonTX77002N/APCArts: Student Education Programs$50,000
Houston Botanic Garden
8205 N Bayou DriveHoustonTX77017N/APCConservation: Connecting People to Nature$50,000
Houston Botanic Garden
8205 N Bayou DriveHoustonTX77017N/APCConservation: Connecting People to Nature$50,000
Houston Grand Opera Association Inc
510 Preston St 5th FlHoustonTX77002N/APCArts: Student Education Programs$50,000
Houston Grand Opera Association Inc
510 Preston St 5th FlHoustonTX77002N/APCArts: Student Education Programs$50,000
Houston Zoo
1513 Cambridge StHoustonTX77030N/APCConservation: Conservation/ Environmental Education$50,000
Houston Zoo
1513 Cambridge StHoustonTX77030N/APCConservation: Conservation/ Environmental Education$50,000
Main Street Theater Houston
2540 Times BlvdHoustonTX77005N/APCArts: Student Education Programs$50,000
Main Street Theater Houston
2540 Times BlvdHoustonTX77005N/APCArts: Student Education Programs$50,000
Urban Harvest Inc
1911 W 34th StreetHoustonTX77018N/APCHuman Services: Stabilization and Empowerment$50,000
Zilker 351
11675 Jollyville RoadAustinTX78759N/APCConservation: Connecting People to Nature$50,000
Houston Youth Symphony
4550 Post Oak Place Dr Ste 245HoustonTX77027N/APCArts: Student Education Programs$35,000
Houston Youth Symphony
4550 Post Oak Place Dr Ste 245HoustonTX77027N/APCArts: Student Education Programs$35,000
Sam Houston State University (SHSU)
Box 2537HuntsvilleTX773412537N/AGOVArts: Student Education Programs$35,000
Houston Metropolitan Dance Center Inc
P O Box 980457HoustonTX77098N/APCArts: Student Education Programs$30,000
Houston Metropolitan Dance Center Inc
P O Box 980457HoustonTX77098N/APCArts: Student Education Programs$30,000
A Time 2 Read Inc
PO Box 7403HuntsvilleTX77342N/APCQuality Public K-12 Schools: Student Supports$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,868,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$72,501ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,121,880ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$41,861,420ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$49,055,801ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49,055,801TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax complianceCategoryTxt
Amt$7,000Amt
Net Investment Income$3,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,300DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
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)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
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

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$7,651,813USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$7,651,813USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGeneral counselCategoryTxt
Legal Fees$7,138LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,713DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements 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)

DescDescAmtAmt
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)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements 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)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Excise tax$668,638$0$0
Foreign tax$89,296$89,296$0