2022-03-31T11:02:48-05:00 2021-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2021-01-01 746104592 The Powell Foundation POWE 7135237557 2001 Kirby Drive 1011 Houston TX 77019 Katherine Osborne Valdez President/Dir 7135237557 2022-03-31 1 Katherine Osborne Valdez 999009999 Barbara Murphy P01386215 7134395739 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 469745572 X X 115 115 7058209 7058209 13338495 29336356 13338495 20396819 20396819 80066 6277 73789 585504 29275 556229 174443 6423 166587 7069 0 6382 17412 4021 13391 929129 727671 201331 408271 137822 0 100123 5006 103483 25104 1168 23849 79908 22378 244023 2407029 940041 1389064 15267781 15017781 17674810 940041 16406845 2722009 19456778 616718 1002815 1002815 1633324 1183419 1183419 18189 34372 34372 4078854 3942419 3942419 373164680 440429859 440429859 17041311 23152688 23152688 396553076 469745572 469745572 127356 38346 500000 750000 627356 788346 X 395925720 468957226 395925720 468957226 396553076 469745572 395925720 2722009 70309497 468957226 0 468957226 Publicly traded securities 29336356 15997861 13338495 13338495 13338495 270449 0 270449 0 270449 247000 0 0 0 247000 X 0 23449 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 www.powellfoundation.org Eleisha Nelson-Reed 7135237557 2001 Kirby Drive 1011 Houston TX 77019 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Katherine Osborne Valdez 2001 Kirby Drive 1011 Houston TX 77019 Board President/Director 20.00 80066 3203 0 Harvin C Moore IV 2001 Kirby Drive 1011 Houston TX 77019 Treasurer/Director 2.00 0 0 0 Ben H Powell V 2001 Kirby Drive 1011 Houston TX 77019 VP/Assistant Treasurer/Director 4.00 0 0 0 Charles F Caldwell 2001 Kirby Drive 1011 Houston TX 77019 Secretary/Director 3.00 0 0 0 Marian M Casey 2001 Kirby Drive 1011 Houston TX 77019 Director 5.00 0 0 0 Thao Costis 2001 Kirby Drive 1011 Houston TX 77019 Director 2.00 0 0 0 Marian P Harrison 2001 Kirby Drive 1011 Houston TX 77019 Director 2.00 0 0 0 Katherine P Hill 2001 Kirby Drive 1011 Houston TX 77019 Director 1.00 0 0 0 Inez Hill 2001 Kirby Drive 1011 Houston TX 77019 Director 1.00 0 0 0 Molly N Kidd 2001 Kirby Drive 1011 Houston TX 77019 Director 1.00 0 0 0 Jan L Redford 2001 Kirby Drive 1011 Houston TX 77019 Director 3.00 0 0 0 Eleisha Nelson-Reed 2001 Kirby Drive 1011 Houston TX 77019 Executive Director 40.00 207166 30379 0 Nicole T Ellis 2001 Kirby Drive 1011 Houston TX 77019 Senior Program Offic 32.00 102240 15273 0 Nicole Moore-Kriel 2001 Kirby Drive 1011 Houston TX 77019 Program Officer 40.00 84026 24662 0 0 Fayez Sarofim & Co 909 Fannin St Houston TX 77010 Investment management 727671 Denise Smith Consulting LLC PO Box 22010 Houston TX 77227 HR and recruitment consulting 78930 0 0 433948523 2154568 0 436103091 0 0 436103091 6541546 429561545 21478077 21478077 270449 270449 21207628 18459 21226087 0 21226087 16406845 0 16406845 21226087 15652760 0 0 16406845 15652760 0 0 754085 0 0 0 0 0 0 0 0 20472002 0 0 0 httpswwwpowellfoundationorgapply 2001 Kirby Drive Suite 1011 Houston TX 77019 7135237557 info@powellfoundation.org The Foundation's Board of Directors meets twice per year, in the spring and fall. All requests must be submitted through an online application process (https://www.powellfoundation.org/apply) in advance of the board meeting. Organizations approved for funding must sign and return a grant agreement for disbursement of payment. The Board of Directors has the authority for the final approval of each grant. Refer to the website for the most up-to-date grant guidelines and deadlines. All requests must be submitted online in advance of the board meeting in the spring or the fall. The Powell Foundation seeks to support nonprofit organizations with the potential to achieve high impact in education, the arts, conservation, and human service sectors within the Foundation's geographic areas of interest, Harris, Travis, and Walker Counties, Texas. The requesting organizations must be tax-exempt and demonstrate their ability to engage in sound financial planning and solid management practices. The Foundation does not support grants to religious organizations, fund-raising events, other private foundations, individuals, or for past operating deficits. 2021 Board Grants: Education $6.3M (45%), the Arts $2M (14%), Conservation $4M (29%), and Human Services $1.7M (12%). Refer to the website for historical giving in prior years. KABOOM 4301 Connecticut Ave NW ML St ML-1 Washington DC 20008 N/A PC Conservation - Development of public playscapes in Walker County 1495256 Hermann Park Conservancy 1700 Hermann Dr Houston TX 77004 N/A PC Conservation - Play Your Park project and general support 1048890 Houston Arts Alliance 5280 Caroline Street Suite 100 Houston TX 77004 N/A PC Arts - Support launch of Houston BIPOC Arts Network Fund (BANF) 993405 HAY Center Foundation 1216 W Clay St Houston TX 77019 N/A PC Human Services - Support of construction of the HAY Center campus 700000 Buffalo Bayou Partnership 1019 Commerce St Ste 200 Houston TX 77002 N/A PC Conservation - Support of Phase 1 Buffalo Bayou East Master Plan implementation 503730 The University of Texas at Austin PO Box 7458 Austin TX 78713 N/A GOV Education - Teacher and leader training and development initiative in support of Austin ISD 375000 Literacy Now 14781 Memorial Dr 25 Houston TX 77079 N/A PC Education - Literacy programming, mentorship, and community engagement efforts 300000 Greater Houston Opportunity Youth Collaborative 710 North Post Oak Road Houston TX 77024 N/A PC Education - Engage and reconnect opportunity youth to higher education and employment 250000 University of Houston - College of Education 5000 Gulf Freeway Building 1 Room 240 Houston TX 77204 N/A GOV Education - Tutoring and mentoring initiative in response to recovering lost instructional time 250000 FuelEd Schools Inc 4201 Main St Ste 200-165 Houston TX 77002 N/A PC Education - Project support for the development of virtual training focused on SEL 200000 iEducate USA 4903 Mayfair St Bellaire TX 77401 N/A PC Education - Tutoring and mentoring initiative in response to recovering lost instructional time 200000 Leading Educators 201 Saint Charles Ave Ste 114 257 New Orleans LA 70170 N/A PC Education - Teacher and leader training and development initiative in Houston ISD 200000 Prairie View A&M University PO Box 393 Prairie View TX 77446 N/A GOV Education - Postsecondary readiness and career awareness initiative 200000 Trees For Houston PO Box 270477 Houston TX 77277 N/A PC Conservation - Special Project and general operating support 200000 United Way of Greater Houston 50 Waugh Drive Houston TX 77007 N/A PC Human Services - Addressing critical and urgent needs resulting from Winter Storm Uri 200000 Boys and Girls Clubs of Greater Houston 815 Crosby St Houston TX 77019 N/A PC Education - Out-of-school time programming in Houston 150000 BridgeYear 5250 Gulfton St Ste 2E Houston TX 77081 N/A PC Education - Postsecondary/career awareness and access initiative 150000 Communities In Schools of Houston Inc 1235 N Loop West Ste 300 Houston TX 77008 N/A PC Education - Dropout prevention initiatives; integrated student supports in Austin 150000 Echoing Green Summer House Institute 1600 Vine Street Philadelphia PA 19102 N/A PC Education - Educator preparation to increase Houston Black male teacher representation 150000 First3Years 15851 Dallas Pkwy Ste 106 Addison TX 75001 N/A PC Education - Early childhood development, parent and family systems support in Houston 150000 Meadows Mental Health Policy Institute for Texas 2800 Swiss Ave Dallas TX 75204 N/A PC Education - Mental health professional development and counseling 150000 Neuhaus Education Center 4433 Bissonnet St Bellaire TX 77401 N/A PC Education - Literacy initiative in response to recovering lost instructional time 150000 New Teacher Center 1205 Pacific Ave Ste 301 Santa Cruz CA 95060 N/A PC Education - Teacher and leader training and development initiative in Houston ISD 150000 Social Motion Inc 1450 West Sam Houston Pkwy North Bldg 2 Ste G Houston TX 77043 N/A PC Education - Postsecondary readiness and career awareness initiative 150000 Relay Graduate School of Education 25 Broadway 3rd Floor New York NY 10004 N/A PC Education - Educator training initiative in response to recovering lost instructional time 110000 Barton Springs Conservancy 2100 Stamford Lane Austin TX 78703 N/A PC Conservation - Public education exhibits at Barton Springs 100000 E3 Alliance 5930 Middle Fiskville Rd Ste 507 Austin TX 78752 N/A PC Education - Data and literacy initiative; help Texas partners understand impact of literacy tools 100000 EMERGE Fellowship 11251 NW Fwy Ste 330 Houston TX 77092 N/A PC Education - Postsecondary readiness, access, and completion programming in Houston 100000 Families Empowered 7447 Harwin Ste 246 Houston TX 77036 N/A PC Education - Family engagement/ enrollment initiative in response to recovering lost instructional time 100000 Greater Houston Community Foundation 515 Post Oak Blvd Houston TX 77027 N/A PC Human Services - Support of Understanding Houston data project 100000 Literacy First 3925 W Braker Ln Ste 3801 Austin TX 78759 N/A GOV Education - Literacy programming, mentorship, and community engagement efforts 100000 Teach For America - Houston 2 Greenway Plaza Suite 500 Houston TX 77046 N/A PC Education - Tutoring and mentoring initiative in response to recovering lost instructional time 100000 The Holdsworth Center 4907 Ranch Rd 2222 Austin TX 78731 N/A PC Education - Training and development focused on improving Texas superintendent diversity 100000 Trinity River Food Bank 2407 Sam Houston Avenue Huntsville TX 77340 N/A PC Human Services - Support efforts to address food insecurity and other critical needs 100000 Innovation Center 4 Educator Preparation 7145 West Tidwell Road Houston TX 77092 N/A PC Education - Educator preparation initiative for recruitment and selection tools for ACP preparation 81000 Katy Prairie Conservancy 5615 Kirby Dr Ste 867 Houston TX 77005 N/A PC Conservation - Support of environmental protection efforts 80000 AVANCE - Austin 745 Mansell Ave Austin TX 78702 N/A PC Education - Early childhood development, parent and family support in Austin 75000 Children's Museum of Houston 1500 Binz St Houston TX 77004 N/A PC Education - Early childhood development and child-centered programming; community engagement efforts 75000 KIPP Texas Inc 10711 KIPP Way Houston TX 77099 N/A PC Education - General school operations 75000 Texas Children's Hospital 6621 Fannin St Houston TX 77030 N/A PC Education - Early childhood development, parent and family support in Houston 75000 University of Houston - College of Education 5000 Gulf Freeway Building 1 Room 240 Houston TX 77204 N/A GOV Education - Teacher and leader training for identifying dyslexia risk factors 75000 YES Prep Public Schools Inc 5455 South Loop East Houston TX 77033 N/A PC Education - General school operations 75000 Environmental Defense Fund Incorporated 257 Park Avenue South New York NY 10010 N/A PC Conservation - Support of environmental protection efforts 60000 Memorial Park Conservancy Inc 7575 N Picnic Ln Houston TX 77007 N/A PC Conservation - General operating support 60000 Mental Health America of Greater Houston 2211 Norfolk St Ste 810 Houston TX 77098 N/A PC Human Services - School-based counseling and mental health services/supports 60000 Alley Theatre 615 Texas Ave Houston TX 77002 N/A PC Arts - Education and community engagement initiatives 50000 American Festival for the Arts 241 N Milby Street Suite B Houston TX 77003 N/A PC Arts - Youth education programs 50000 Arts Connect 5280 Caroline St Ste 100 Houston TX 77004 N/A SO I Arts - School-based arts education programs 50000 Austin Ed Fund 1111 West 6th Street CAC D 300 Austin TX 78703 N/A PC Human Services - Addressing critical and urgent needs resulting from Winter Storm Uri 50000 Austin Partners In Education PO Box 6118 Austin TX 78762 N/A PC Education - Postsecondary readiness, access, and completion programming in Austin ISD 50000 Boys & Girls Club of Walker County PO Box 8600 Huntsville TX 77340 N/A PC Education - Out-of-school time programming in Huntsville 50000 Boys & Girls Clubs of the Austin Area 6648 Ed Bluestein Blvd Austin TX 78723 N/A PC Education - Out-of-school time programming in Austin 50000 Breakthrough Central Texas 1050 East 11th St Ste 350 Austin TX 78702 N/A PC Education - Postsecondary readiness, access, and completion programming in Austin 50000 Breakthrough Houston 2401 Claremont Ln Houston TX 77019 N/A PC Education - Postsecondary readiness, access, and completion programming in Houston 50000 Collaborative for Children 1111 North Loop W Ste 600 Houston TX 77008 N/A PC Education - Early childhood caregiver, childcare center, and educator support 50000 Communities In Schools of Central Texas 3000 S IH 35 Ste 200 Austin TX 78704 N/A PC Education - Dropout prevention initiatives; integrated student supports in Austin 50000 DePelchin Children's Center 4950 Memorial Dr Houston TX 77007 N/A PC Human Services - School-based counseling and mental health services/supports 50000 DiscoverU PO Box 4059 Houston TX 77210 N/A PC Education - Connect youth to summer programming to increase postsecondary readiness 50000 Educate Texas 5500 Caruth Haven Lane Dallas TX 75225 N/A PC Education - Advocacy and research efforts 50000 Friends of the Children - Austin 1023 Springdale Rd Bldg 13C Austin TX 78721 N/A PC Education - Mentoring initiatives in Austin 50000 FuelEd Schools Inc 4201 Main St Ste 200-165 Houston TX 77002 N/A PC Education - Teacher and leader training and development initiatives 50000 Genesys Works - Houston 601 Jefferson St Ste 3950 Houston TX 77002 N/A PC Education - Postsecondary/career readiness, skills training, and access for Houston students 50000 Houston Ballet Foundation 601 Preston St Houston TX 77002 N/A PC Arts - Education and community engagement initiatives 50000 Houston Grand Opera Association Inc 510 Preston St 5th Fl Houston TX 77002 N/A PC Arts - Youth education programs 50000 Houston Museum of Natural Science 5555 Hermann Park Dr Houston TX 77030 N/A PC Education - Science education programming and community engagement efforts 50000 Houston Public Library Foundation Inc 550 McKinney St Houston TX 77002 N/A PC Education - Literacy and STEAM programming; community engagement efforts 50000 Houston Symphony 615 Louisiana St Ste 102 Houston TX 77002 N/A PC Arts - Education and community engagement initiatives 50000 Houston Zoo The 1513 Cambridge St Houston TX 77030 N/A PC Conservation - Youth education programming 50000 Menil Foundation Inc 1533 Sul Ross St Houston TX 77006 N/A PC Arts - Expand community access to the arts 50000 MINDPOP 7112 Burnet Rd Unit B Austin TX 78757 N/A PC Arts - Expand creative learning in Austin ISD schools 50000 Museum of Fine Arts Houston Bayou Bend Collection and Gardens PO Box 6826 Houston TX 77265 N/A PC Arts - Support the Kitty King Powell Library at Bayou Bend Collection and Gardens 50000 Museum of Fine Arts Houston Glassell School of Art 5101 Montrose Blvd Houston TX 77006 N/A PC Arts - Support the Core Residency Program at the Glassell School of Art 50000 National Wildlife Federation 505 East Huntland Dr Ste 485 Austin TX 78752 N/A PC Conservation - Youth education programming 50000 OneGoal 7457 Harwin Dr Ste 263 Houston TX 77036 N/A PC Education - Postsecondary readiness, access, and completion programming in Houston 50000 Planned Parenthood Gulf Coast Inc 4600 Gulf Frwy Houston TX 77023 N/A PC Human Services - Youth education programs 50000 ProUnitas 2007 Commerce St Houston TX 77002 N/A PC Education - Project support for PurpleSENSE in 280 Houston ISD schools 50000 Rice University School Literacy & Culture MS 147 PO Box 1892 Houston TX 77251 N/A PC Education - Early childhood development, parent and family support in Houston 50000 SEARCH Homeless Services 2015 Congress Ave Houston TX 77002 N/A PC Human Services - Support efforts to address homelessness and other critical needs 50000 SER-Jobs for Progress of the Texas Gulf Coast Inc 1710 Telephone Rd Houston TX 77023 N/A PC Education - Student Career readiness, skill training, and postsecondary persistence 50000 SPARK PO Box 1562 Houston TX 77251 N/A PC Conservation - General operating support 50000 Teach For America - Houston 2 Greenway Plaza Suite 500 Houston TX 77046 N/A PC Education - Teacher and leader recruitment, training and development initiative in Houston 50000 Teach Plus One Beacon Street Suite 1500 Boston MA 02108 N/A PC Education - Teacher and leader training and development initiative through statewide advocacy 50000 TEACH To Educate All Children 2900 Weslayan St Ste 375 Houston TX 77027 N/A PC Education - Development of teacher training focusing on engagement, climate, and culture 50000 Texas Partnership for Out of School Time 8509 FM 969 Austin TX 78724 N/A PC Education - Collaborative effort to coordinate out-of-school time programming in Texas 50000 The Beacon 1117 Texas Ave Houston TX 77002 N/A PC Human Services - Support efforts to address homelessness and other critical needs 50000 Writers in the Schools 1414 Sul Ross St Houston TX 77006 N/A PC Education - Literacy programming and professional development for Houston teachers 50000 Young Audiences Inc of Houston 675 Bering Dr Ste 300 Houston TX 77057 N/A PC Arts - Youth education programs 50000 Arts Connect 5280 Caroline St Ste 100 Houston TX 77004 N/A SO I Arts - Special project focused on Houston ISD 45000 Main Street Theater Houston 2540 Times Blvd Houston TX 77005 N/A PC Arts - School-based arts education programs 40000 Camp Allen 18800 FM 362 Navasota TX 77868 N/A PC Conservation - General operating support 35000 Mobile Loaves & Fishes Inc 9301 Hog Eye Road Suite 950 Austin TX 78724 N/A PC Human Services - Support efforts to housing insecurity and other critical needs 35000 Art League Houston 1953 Montrose Blvd Houston TX 77006 N/A PC Arts - School-based arts education programs 30000 Austin Theatre Alliance 713 Congress Ave Austin TX 78701 N/A PC Arts - School-based arts education programs 30000 AVANCE - Houston 4281 Dacoma Houston TX 77092 N/A PC Education - Early childhood development, parent and family support in Houston 30000 Ballet Austin Incorporated 501 W 3rd St Austin TX 78701 N/A PC Arts - Youth education programs 30000 Big Brothers Big Sisters Lone Star 1003 Washington Ave Houston TX 77002 N/A PC Education - Mentoring initiatives in Harris County 30000 Big Brothers Big Sisters of Central Texas 4800 Manor Rd Bldg K Austin TX 78723 N/A PC Education - Mentoring initiatives in Travis County 30000 Bridges To Life PO Box 570895 Houston TX 77257 N/A PC Human Services - Restorative programming for systems-involved individuals 30000 Buffalo Bayou Partnership 1019 Commerce St Ste 200 Houston TX 77002 N/A PC Conservation - General operating support 30000 Chinese Community Center Inc 9800 Town Park Dr Houston TX 77036 N/A PC Education - Early childhood development and out-of-school time programming in Houston 30000 College Forward PO Box 142308 Austin TX 78714 N/A PC Education - Postsecondary readiness, access, and completion programming 30000 Con Mi Madre 1825 Fortview Rd Austin TX 78704 N/A PC Education - Postsecondary readiness, access, and completion programming in Austin 30000 Creative Action 1023 Springdale Rd Bldg 3 Austin TX 78721 N/A PC Arts - School-based arts education programs 30000 Da Camera of Houston 1402 Sul Ross St Houston TX 77006 N/A PC Arts - Education and community engagement initiatives 30000 FotoFest Inc 2000 Edwards St Bldg C Ste 2 Houston TX 77007 N/A PC Arts - Education and community engagement initiatives 30000 Girls Empowerment Network PO 3122 Austin TX 78764 N/A PC Education - Mentoring initiatives in Austin 30000 Houston Arboretum & Nature Center 4501 Woodway Dr Houston TX 77024 N/A PC Conservation - Youth education programming 30000 Houston Area Women's Center 1010 Waugh Dr Houston TX 77019 N/A PC Education - Early childhood development, parent and family support in Houston 30000 Houston Audubon Society 440 Wilchester Blvd Houston TX 77079 N/A PC Conservation - Youth education programming 30000 Houston Metropolitan Dance Center Inc PO Box 980457 Houston TX 77098 N/A PC Arts - School-based arts education programs 30000 Houston Youth Symphony 4550 Post Oak Place Dr Ste 245 Houston TX 77027 N/A PC Arts - School-based arts education programs 30000 HYPE Freedom School Inc PO Box 14971 Houston TX 77221 N/A PC Education - Literacy programming, mentorship, and community engagement efforts 30000 LifeWorks 3700 S 1st St Austin TX 78704 N/A PC Human Services - Support efforts to address homelessness and other critical needs 30000 Memorial Assistance Ministries Inc 1625 Blalock Road Houston TX 77080 N/A PC Human Services - Support literacy initiative 30000 PAIR Partnership for the Advancement & Immersion of Refugees 3300 Chimney Rock Rd Ste 105 Houston TX 77056 N/A PC Education - Refugee postsecondary readiness, access, and completion programs 30000 reMIND 515 Post Oak Blvd Ste 650 Houston TX 77027 N/A PC Human Services - School-based counseling and mental health services/supports 30000 River Oaks Chamber Orchestra 1934 W Gray St Ste 311 Houston TX 77019 N/A PC Arts - Youth education programs 30000 SAFE Alliance The PO Box 19454 Austin TX 78760 N/A PC Human Services - Youth education programs 30000 Seedling Foundation 8001 Centre Park Dr Ste 140 Austin TX 78754 N/A PC Education - Mentoring initiatives in Austin 30000 Shoal Creek Conservancy PO Box 11520 Austin TX 78711 N/A PC Conservation - Support of environmental protection efforts 30000 The Contemporary Austin 3809 W 35th St Austin TX 78703 N/A PC Arts - Youth education programs 30000 The Thinkery 1830 Simond Ave Austin TX 78723 N/A PC Education - STEAM programming and professional development for Austin teachers 30000 The University of Texas at Austin Jack S Blanton Museum of Art 200 E Martin Luther King Jr Blvd Stop D1303 Austin TX 78712 N/A PC Arts - School-based arts education programs 30000 Travis Audubon Society 3710 Cedar St Box 5 Austin TX 78757 N/A PC Conservation - Education and community engagement initiatives 30000 University of Houston Downtown One Main St Ste S990 Houston TX 77002 N/A GOV Education - STEM career and postsecondary program exposure for middle and HS students 30000 Urban Enrichment Institute The 4014 Market St Ste W145 Houston TX 77020 N/A PC Education - Mentoring initiatives in Houston 30000 Urban Harvest Inc 3302 Canal Street Houston TX 77003 N/A PC Conservation - School-based education programming 30000 Waterloo Greenway Conservancy 1111 Red River St Austin TX 78701 N/A PC Conservation - General operating support 30000 Woods Project The 2700 Southwest Frwy Houston TX 77098 N/A PC Conservation - Youth education programming 30000 Austin Public Library Friends Foundation PO Box 13201 Austin TX 78711 N/A PC Education - Cultural and educational programming 25000 Bayou Land Conservancy 10330 Lake Rd Bldg J Houston TX 77070 N/A PC Conservation - Support of environmental protection efforts 25000 Beta Academy 10929 Almeda Genoa Rd Houston TX 77034 N/A PC Education - Teacher and leader training and development initiatives 25000 BookSpring 2006 Greenbrook Pkwy Austin TX 78723 N/A PC Education - School-based literacy initiative 25000 ChildBuilders 11152 Westheimer Rd 794 Houston TX 77042 N/A PC Human Services - Support of mental health promotion and child abuse prevention 25000 Foundation Communities Inc 3000 S IH 35 Ste 300 Austin TX 78704 N/A PC Education - Early childhood and youth development, parent and family support in Austin 25000 Kids' Meals Inc 330 Garden Oaks Blvd Houston TX 77018 N/A PC Human Services - Support efforts to address food insecurity and other critical needs 25000 Latinos for Education PO Box 27 Belmont MA 02478 N/A PC Education - Training and support for Latinx educators to increase workforce diversity 25000 Miller Theatre Advisory Board Inc 6000 Hermann Park Drive Houston TX 77030 N/A PC Arts - Expand community access to the arts 25000 Rve Preparatory Inc PO Box 450165 Houston TX 77245 N/A PC Education - General school operations 25000 Sam Houston University Foundation 1806 Ave J Huntsville TX 77341 N/A PC Human Services - Addressing critical and urgent needs resulting from Winter Storm Uri 25000 The Education Trust 1501 K Street NW Suite 200 Washington DC 20005 N/A PC Education - Educator preparation focused on Texas workforce diversity and representation 25000 Wesley Community Center 1410 Lee St Houston TX 77009 N/A PC Education - Mentoring initiatives in Houston 25000 Westcave Outdoor Discovery Center 24814 Hamilton Pool Rd Round Mountain TX 78663 N/A PC Conservation - Education and community engagement initiatives 25000 Austin Disaster Relief Network PO Box 15424 Austin TX 78761 N/A PC Human Services - Addressing critical and urgent needs resulting from Winter Storm Uri 15000 Project GRAD Houston 3100 Main St Ste 701A Houston TX 77002 N/A PC Education - Postsecondary awareness and access initiative in Houston 10000 Target Hunger 1260 Shotwell Street Houston TX 77020 N/A PC Human Services - Addressing critical and urgent needs resulting from Winter Storm Uri 10000 350ORG PO Box 843004 Boston MA 02284 N/A PC Designated Grant - General operating support 2000 ACLU Foundation of Texas PO Box 8306 Houston TX 77288 N/A PC Designated Grant - General operating support 10000 Amazing Place 3735 Drexel Houston TX 77027 N/A PC Designated Grant - General operating support 5000 Arms Wide Adoption Services 6925 Portwest Drive Suite 110 Houston TX 77024 N/A PC Designated Grant - General operating support 2350 Avondale House 3737 OMeara Drive Houston TX 77025 N/A PC Designated Grant - General operating support 4000 Avondale House 3737 OMeara Drive Houston TX 77025 N/A PC Designated Grant - General operating support 960 Bayou Community Foundation PO Box 582 Houma LA 70361 N/A PC Designated Grant - General operating support 2000 Big Bend Conservancy PO Box 200 Big Bend National Park TX 79834 N/A PC Designated Grant - General operating support 5000 Boy Scouts of America - Circle Ten Council 8605 Harry Hines Blvd Dallas TX 75235 N/A PC Designated Grant - General operating support 15000 Boy Scouts of America - Circle Ten Council 8605 Harry Hines Blvd Dallas TX 75235 N/A PC Designated Grant - General operating support 10000 Boy Scouts of America - Circle Ten Council 8605 Harry Hines Blvd Dallas TX 75235 N/A PC Designated Grant - General operating support 5000 Boys & Girls Country 18806 Roberts Road Hockley TX 77447 N/A PC Designated Grant - General operating support 5000 Boys & Girls Country 18806 Roberts Road Hockley TX 77447 N/A PC Designated Grant - General operating support 5000 Breakthrough Houston 2401 Claremont Ln Houston TX 77019 N/A PC Designated Grant - General operating support 10000 CAMFED 466 Geary Street San Francisco CA 94102 N/A PC Designated Grant - General operating support 2500 Camp Allen 18800 FM 362 Navasota TX 77868 N/A PC Designated Grant - General operating support 23000 Camp Allen 18800 FM 362 Navasota TX 77868 N/A PC Designated Grant - General operating support 10000 Camp Allen 18800 FM 362 Navasota TX 77868 N/A PC Designated Grant - General operating support 10000 Camp Allen 18800 FM 362 Navasota TX 77868 N/A PC Designated Grant - General operating support 5000 Camp For All Foundation 3701 Kirby Drive Houston TX 77098 N/A PC Designated Grant - General operating support 7500 Centre College 600 West Walnut Street Danville KY 40422 N/A PC Designated Grant - General operating support 2000 Chattanooga Area Food Bank Inc 2009 Curtain Pole Rd Chattanooga TN 37406 N/A PC Designated Grant - General operating support 10000 ChildBuilders 11152 Westheimer Rd 794 Houston TX 77042 N/A PC Designated Grant - General operating support 2500 Children's Museum of Houston 1500 Binz St Houston TX 77004 N/A PC Designated Grant - General operating support 15000 Children's Museum of Houston 1500 Binz St Houston TX 77004 N/A PC Designated Grant - General operating support 1405 Citizens' Environmental Coalition Educational Fund PO Box 702 Houston TX 77001 N/A PC Designated Grant - General operating support 5000 Communities In Schools of Houston Inc 1235 N Loop West Ste 300 Houston TX 77008 N/A PC Designated Grant - General operating support 5000 Communities In Schools of Houston Inc 1235 N Loop West Ste 300 Houston TX 77008 N/A PC Designated Grant - General operating support 1800 Community Foundation of Acadiana (CFA) 1035 Camellia Boulevard Lafayette LA 70508 N/A PC Designated Grant - General operating support 5696 Cystic Fibrosis Foundation 4550 Montgomery Avenue 1100 N Bethesda MD 20814 N/A PC Designated Grant - General operating support 513 Dallas 24 Hour Club Inc 4636 Ross Avenue Dallas TX 75204 N/A PC Designated Grant - General operating support 5000 Dartmouth College 6066 Development Office Hanover NH 03755 N/A PC Designated Grant - General operating support 23000 Dartmouth College 6066 Development Office Hanover NH 03755 N/A PC Designated Grant - General operating support 15000 Dartmouth College 6066 Development Office Hanover NH 03755 N/A PC Designated Grant - General operating support 5000 Friends of Red Clay State Historic Area 1140 Red Clay Park Rd SW Cleveland TN 37311 N/A PC Designated Grant - General operating support 25000 Friends of the Earth 1101 15th Street NW Washington DC 20005 N/A PC Designated Grant - General operating support 2500 Fuse Box Austin 2023 E Cesar Chavez Austin TX 78702 N/A PC Designated Grant - General operating support 2350 Helping Hand Home for Children 3804 Avenue B Austin TX 78751 N/A PC Designated Grant - General operating support 2500 Hope and Healing Center & Institute 717 Sage Road Houston TX 77056 N/A PC Designated Grant - General operating support 2500 Houston Area Parkinson Society 2700 Southwest Freeway Suite 296 Houston TX 77098 N/A PC Designated Grant - General operating support 5000 Houston Area Women's Center 1010 Waugh Dr Houston TX 77019 N/A PC Designated Grant - General operating support 5000 Houston Audubon Society 440 Wilchester Blvd Houston TX 77079 N/A PC Designated Grant - General operating support 4468 Houston Ballet Foundation 601 Preston St Houston TX 77002 N/A PC Designated Grant - General operating support 15000 Houston Food Bank 535 Portwall Street Houston TX 77029 N/A PC Designated Grant - General operating support 6000 Houston Food Bank 535 Portwall Street Houston TX 77029 N/A PC Designated Grant - General operating support 5000 Houston Golf Association 7000 Capitol Street Houston TX 77011 N/A PC Designated Grant - General operating support 10000 Houston Golf Association 7000 Capitol Street Houston TX 77011 N/A PC Designated Grant - General operating support 5000 Houston Zoo The 1513 Cambridge St Houston TX 77030 N/A PC Designated Grant - General operating support 5000 HSPVA Friends PO Box 52910 Houston TX 77052 N/A PC Designated Grant - General operating support 5000 KIPP Texas Inc 10711 KIPP Way Houston TX 77099 N/A PC Designated Grant - General operating support 5000 Lamar High School Alumni Association PO Box 540207 Houston TX 77254 N/A PC Designated Grant - General operating support 15000 Manned Space Flight Education Foundation 1601 NASA Parkway Houston TX 77058 N/A PC Designated Grant - General operating support 6000 MD Anderson Cancer Center Unit 705 Houston TX 77230 N/A GOV Designated Grant - General operating support 5000 Memorial Assistance Ministries Inc 1625 Blalock Road Houston TX 77080 N/A PC Designated Grant - General operating support 15000 Menil Foundation Inc 1533 Sul Ross St Houston TX 77006 N/A PC Designated Grant - General operating support 6000 Menil Foundation Inc 1533 Sul Ross St Houston TX 77006 N/A PC Designated Grant - General operating support 5000 Menil Foundation Inc 1533 Sul Ross St Houston TX 77006 N/A PC Designated Grant - General operating support 1380 Museum of Fine Arts Houston Bayou Bend Collection and Gardens PO Box 6826 Houston TX 77265 N/A PC Designated Grant - General operating support 15000 Museum of Fine Arts Houston Glassell School of Art 5101 Montrose Blvd Houston TX 77006 N/A PC Designated Grant - General operating support 20000 National Resources Defense Council 40 West 20th Street New York NY 10011 N/A PC Designated Grant - General operating support 2000 Nature Conservancy Inc 3801 Kirby Drive Ste 740 Houston TX 77098 N/A PC Designated Grant - General operating support 2000 Northwestern University 1201 Davis St Evanston IL 60201 N/A PC Designated Grant - General operating support 1000 Parish Episcopal School 4101 Sigma Road Dallas TX 75244 N/A PC Designated Grant - General operating support 10000 Planned Parenthood Gulf Coast Inc 4600 Gulf Frwy Houston TX 77023 N/A PC Designated Grant - General operating support 15000 Planned Parenthood Gulf Coast Inc 4600 Gulf Frwy Houston TX 77023 N/A PC Designated Grant - General operating support 9500 Randolph College 2500 Rivermont Avenue Lynchburg VA 24503 N/A PC Designated Grant - General operating support 10000 reMIND 515 Post Oak Blvd Ste 650 Houston TX 77027 N/A PC Designated Grant - General operating support 5000 reMIND 515 Post Oak Blvd Ste 650 Houston TX 77027 N/A PC Designated Grant - General operating support 600 River Oaks Chamber Orchestra 1934 W Gray St Ste 311 Houston TX 77019 N/A PC Designated Grant - General operating support 6000 Ronald McDonald House Charities of Central Texas Inc 1315 Barbara Jordan Blvd Austin TX 78723 N/A PC Designated Grant - General operating support 30000 Rutherford B H Yates Museum PO Box 130726 Houston TX 77219 N/A PC Designated Grant - General operating support 5000 SAFE Alliance The PO Box 19454 Austin TX 78760 N/A PC Designated Grant - General operating support 5000 Salvation Army The 1500 Austin Houston TX 77002 N/A PC Designated Grant - General operating support 35000 School Year Abroad Inc 120 Water St Ste 310 North Andover MA 01845 N/A PC Designated Grant - General operating support 15000 School Year Abroad Inc 120 Water St Ste 310 North Andover MA 01845 N/A PC Designated Grant - General operating support 5000 Schools of the Sacred Heart 1821 Academy Road Grand Coteau LA 70541 N/A PC Designated Grant - General operating support 1500 Sea Shepherd Conservation Society PO Box 8628 Alexandria VA 22306 N/A PC Designated Grant - General operating support 10000 SEARCH Homeless Services 2015 Congress Ave Houston TX 77002 N/A PC Designated Grant - General operating support 25000 SEARCH Homeless Services 2015 Congress Ave Houston TX 77002 N/A PC Designated Grant - General operating support 6000 Simple Interactions Inc 147 George Street Arlington MA 02476 N/A PC Designated Grant - General operating support 2500 St John's School 2401 Claremont Houston TX 77019 N/A PC Designated Grant - General operating support 10000 St John's School 2401 Claremont Houston TX 77019 N/A PC Designated Grant - General operating support 2000 St Luke's United Methodist Church 3471 Westheimer Houston TX 77019 N/A SO II Designated Grant - General operating support 5500 St Mark's Episcopal School 3816 Bellaire Blvd Houston TX 77025 N/A PC Designated Grant - General operating support 10000 St Marks United Methodist Church 701 Mississippi Avenue Chattanooga TN 37405 N/A GOV Designated Grant - General operating support 500 Stanford University 326 Galvez Street Stanford CA 94305 N/A PC Designated Grant - General operating support 7423 Street Hope TN 7709 Ewing Road Powell TN 37849 N/A PC Designated Grant - General operating support 1000 Target Hunger 1260 Shotwell Street Houston TX 77020 N/A PC Designated Grant - General operating support 25000 Target Hunger 1260 Shotwell Street Houston TX 77020 N/A PC Designated Grant - General operating support 25000 Target Hunger 1260 Shotwell Street Houston TX 77020 N/A PC Designated Grant - General operating support 10000 TEACH To Educate All Children 2900 Weslayan St Ste 375 Houston TX 77027 N/A PC Designated Grant - General operating support 6000 Texas Forestry Association & Educational Fund PO Box 1488 Lufkin TX 75902 N/A PC Designated Grant - General operating support 10000 Texas Land Conservancy PO Box 162481 Austin TX 78716 N/A PC Designated Grant - General operating support 20000 Texas State University Development Foundation 601 University Dr San Marcos TX 78666 N/A PC Designated Grant - General operating support 30000 The Salvation Army ALM Division 1450 Riverside Drive Jackson MS 39202 N/A PC Designated Grant - General operating support 2000 The University of Texas at Austin PO Box 7458 Austin TX 78713 N/A GOV Designated Grant - General operating support 6500 Transgender Law Center PO Box 70976 Oakland CA 94612 N/A PC Designated Grant - General operating support 3000 Trees For Houston PO Box 270477 Houston TX 77277 N/A PC Designated Grant - General operating support 2500 United States Foundation for the Commemoration of the World Wars PO Box 17586 Arlington VA 22216 N/A PC Designated Grant - General operating support 2000 University of Arizona Foundation 1111 North Cherry Avenue Tucson AZ 85721 N/A PC Designated Grant - General operating support 7500 University of Arizona Foundation 1111 North Cherry Avenue Tucson AZ 85721 N/A PC Designated Grant - General operating support 7000 University of Arizona Foundation 1111 North Cherry Avenue Tucson AZ 85721 N/A PC Designated Grant - General operating support 5000 University of Puget Sound 1500 N Warner St 1067 Tacoma WA 98416 N/A PC Designated Grant - General operating support 5000 University of Texas at Austin The Cockrell School of EngineeringLBJ Schoo PO Box 7458 Austin TX 78713 N/A GOV Designated Grant - General operating support 4577 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 support 5000 Waterloo Greenway Conservancy 1111 Red River St Austin TX 78701 N/A PC Designated Grant - General operating support 35000 Waterloo Greenway Conservancy 1111 Red River St Austin TX 78701 N/A PC Designated Grant - General operating support 26000 Waterloo Greenway Conservancy 1111 Red River St Austin TX 78701 N/A PC Designated Grant - General operating support 15000 Wildlife Conservation Society 2300 Southern Boulevard Bronx NY 10460 N/A PC Designated Grant - General operating support 1000 Wonderland Inc 5807 Calhoun Rd Houston TX 77021 N/A PC Designated Grant - General operating support 5000 Woods Project The 2700 Southwest Frwy Houston TX 77098 N/A PC Designated Grant - General operating support 20000 Woods Project The 2700 Southwest Frwy Houston TX 77098 N/A PC Designated Grant - General operating support 2500 Wubu Foundation for Deaf Children Development International Inc 1113 E Nutmeg Pl Middletown DE 19709 N/A PC Designated Grant - General operating support 5000 Zero Cancer 515 King Street Suite 420 Alexandria VA 22314 N/A PC Designated Grant - General operating support 2500 Exponent Philanthropy 1720 N Street NW Washington DC 20036 N/A PC Other - General operating support, programs, and initiatives 780 Grantmakers for Education 851 SW 6th Avenue Suite 350 Portland OR 97204 N/A PC Other - General operating support, programs, and initiatives 4200 National Center for Family Philanthropy Inc 1667 K Street NW Washington DC 20006 N/A PC Other - General operating support, programs, and initiatives 5000 Philanthropy Southwest 1910 Pacific Ave Ste 13500 Dallas TX 75201 N/A PC Other - General operating support, programs, and initiatives 5000 15017783 HAY Center Foundation 1216 W Clay St Houston TX 77019 N/A PC Human Services - Support of construction of the HAY Center campus 300000 Echoing Green Summer House Institute 1600 Vine Street Philadelphia PA 19102 N/A PC Education - Educator preparation to increase Houston Black male teacher representation 150000 First3Years 15851 Dallas Pkwy Ste 106 Addison TX 75001 N/A PC Education - Early childhood development, parent and family systems support in Houston 150000 University of Houston - College of Education 5000 Gulf Freeway Building 1 Room 240 Houston TX 77204 N/A GOV Education - Teacher and leader training for identifying dyslexia risk factors 75000 Beta Academy 10929 Almeda Genoa Rd Houston TX 77034 N/A PC Education - Teacher and leader training and development initiatives 25000 Latinos for Education PO Box 27 Belmont MA 02478 N/A PC Education - Training and support for Latinx educators to increase workforce diversity 25000 Rve Preparatory Inc PO Box 450165 Houston TX 77245 N/A PC Education - General school operations 25000 750000 14 115 14 7058209 18 13338495 0 20396819 0 20396819 0 0 0 0 0 0 0 0 0 0 Tax compliance 7000 3500 3500 Bookkeeping 10412 521 9891 1,500,000 Adobe Inc 2.3% 02/01/30 1534635 1534635 1,000,000 Altria Group 2.85% 08/09/22 1013670 1013670 1,000,000 American Express 2.65% 12/02/22 1019030 1019030 500,000 AT&T Inc 3% 06/30/22 503810 503810 500,000 AT&T Inc 3.4% 05/15/25 528415 528415 500,000 Bank of America 3.5% 04/19/26 538880 538880 500,000 Enterprise Prods Oper 3.95% 02/15/27 545390 545390 500,000 Gilead Sciences Inc 3.25% 09/01/22 506740 506740 1,000,000 Goldman Sachs 3.75% 05/22/25 1067630 1067630 500,000 Home Depot Inc 2.625% 06/01/22 503835 503835 1,000,000 Home Depot Inc 2.95% 06/15/29 1066280 1066280 1,000,000 JPMorgan Chase & Co 2.95% 10/01/26 1056230 1056230 500,000 JPMorgan Chase & Co 3.25% 09/23/22 510030 510030 1,500,000 Mastercard Inc 3.35% 03/26/30 1651680 1651680 1,000,000 McDonald's Corp Mtn 3.5% 03/01/27 1080730 1080730 1,500,000 Morgan Stanley Ser 3.625% 01/20/27 1627230 1627230 500,000 PepsiCo Inc 2.37500% 10/06/26 522450 522450 1,000,000 PepsiCo Inc 2.625% 07/29/29 1052770 1052770 1,000,000 Philip Morris Intl 3.375% 08/15/29 1078460 1078460 500,000 Philip Morris Intl Inc 2.75% 02/25/26 520530 520530 400,000 State Street Corp 2.65% 05/19/26 421848 421848 600,000 State Street Corp 3.1% 05/15/2023 618720 618720 1,000,000 Verizon Comm 4.125% 03/16/27 1111550 1111550 1,500,000 Visa Inc 2.05% 04/15/30 1520265 1520265 1,000,000 Wells Fargo &Co 3% 10/23/26 1051210 1051210 500,000 Wells Fargo &Co 3.069% 01/24/23 500670 500670 64,540 Abbott Laboratories 9083360 9083360 10,175 Adobe Systems 5769835 5769835 25,015 Air Products And Chemicals 7611064 7611064 6,625 Alphabet Inc 19170034 19170034 40,020 Altria Group Inc 1896548 1896548 4,745 Amazon.com Inc 15821443 15821443 137,200 Apple Inc 24362604 24362604 5,000 ASML Holding NV 3980700 3980700 10,265 Automatic Data Processing 2531144 2531144 10,205 Blackrock Inc 9343290 9343290 18,500 Broadridge Financial Solution 3382170 3382170 57,885 Canadian Pacific Railway 4164247 4164247 45,239 Chevron Corp 5308797 5308797 98,000 Clarivate PLC 2304960 2304960 108,108 Coca-Cola Co 6401075 6401075 112,450 Comcast Corp 5659608 5659608 28,675 Estee Lauder Companies 10615485 10615485 15,000 IHS Markit Ltd 1993800 1993800 46,500 Intercontinental Exchange Inc 6359805 6359805 11,500 Intuit Inc 7397030 7397030 13,800 Intuitive Surgical Inc 4958340 4958340 18,180 Johnson & Johnson 3110053 3110053 46,480 JPMorgan Chase & Co 7360108 7360108 19,700 Marriott International Inc 3255228 3255228 12,300 Mastercard Incorporated 4419636 4419636 24,205 McDonald's Corp 6488634 6488634 57,640 Meta Platforms Inc 19387214 19387214 106,735 Microsoft Corp 35897115 35897115 33,807 Mondelez Intl Inc 2241742 2241742 51,885 Nestle ADR 7256999 7256999 32,095 Nike Inc 5349274 5349274 81,100 Novo Nordisk 9083200 9083200 14,225 Otis Worldwide Corp Com 1238571 1238571 31,648 Pepsico Inc 5497574 5497574 60,650 Philip Morris International 5761750 5761750 58,960 Progressive Corp Com 6052244 6052244 28,000 Raytheon Technologies Corp 2409680 2409680 33,000 Roche Holdings ADR 1716297 1716297 12,765 S&P Global Inc 6024186 6024186 13,650 Sherwin-Williams Co 4806984 4806984 54,445 Texas Instruments Inc 10261249 10261249 25,435 Union Pac Corp 6407840 6407840 16,520 Unitedhealth Group Inc 8295353 8295353 20,850 Verisk Analytics Inc 4769020 4769020 44,800 Visa Inc 9708608 9708608 10,000 Zoetis Inc 2440300 2440300 769,155 Vanguard Mid-Cap Index Fund Inst 53602398 53602398 361,726 Vanguard Tot Intl Stock IX Inst 49473263 49473263 3942419 3942419 0 0 General counsel 7069 0 6382 Bank charges 20100 20100 0 Dues and subscriptions 200 10 190 Final severance payments 0 0 181890 Insurance 3570 179 3391 Office expense 24543 1227 23316 Payroll processing fees 8480 424 7949 Software expense 14242 0 19054 Technology expenses 2785 139 2544 Telephone 5988 299 5689 Difference between book and FMV of noncash grants 3274384 Returned grant 18459 Unrealized appreciation in value of investments 67016654 Investment management fees 727671 727671 0 IT consultant 49997 0 49870 Strategic planning 36000 0 36000 Recruitment services 88404 0 88404 Administrative support 4665 0 4665 Staff development services 5842 0 5842 Other professional fees 16550 0 16550 Excise tax 270449 0 0 Foreign tax 137822 137822 0