2014-11-14T09:37:05-06:00 2013-12-31 MCGLADREY LLP 1400 POST OAK BLVD STE 900 HOUSTON TX 770563009 990PF 2013-01-01 760206844 THE JOHN M O'QUINN FOUNDATION % MS BRITTANY MEYN JOHN 7138715860 19 BRIAR HOLLOW LANE Suite 100 HOUSTON TX 77027 ROBERT C WILSON III PRESIDENT 7138715860 2014-08-13 true MEREDITH A GILBERT P00745715 7138715860 2013 2015-12-30 17:16:21Z X X 34620368 X 16119528 78187 78187 174298 174298 -1261824 6806972 0 31527 -7312 15141716 245173 282250 141125 141125 65000 26000 39000 239695 58939 0 180757 95342 79076 0 16266 52934 43382 9552 36172 6438 9690 2545 41262 20631 20631 758 758 39013 16525 22488 854971 392116 0 440267 3020002 3020002 3874973 392116 0 3460269 11266743 0 14173653 13213193 13213193 44 0 0 145500 12194420 12216838 5864300 8781265 8788700 3113105 193758 193758 13956 10238 5638 3718 0 207879 207879 23302240 34594233 34620368 0 25250 0 25250 X 23302240 34568983 23302240 34568983 23302240 34594233 23302240 11266743 34568983 34568983 UBS P 3689022 3700731 -11709 -11709 UBS P 1180244 1217223 -36979 -36979 CORPORATE OPPORTUNITIES FUND (INSTITUTIONAL) LP D 1998-11-17 2013-02-26 121380 332284 -210904 -210904 MISCELLANEOUS 0 12738 -12738 -12738 LIFE SCIENCES OPPORTUNITIES FUND II INSTITUTIONAL LP D 2003-11-26 2013-02-26 1129519 1830741 -701222 -701222 SMH QUODD II LLC D 2008-10-28 2013-02-26 42000 59754 -17754 -17754 SMH QUODD LLC D 2007-05-11 2013-02-26 161000 249682 -88682 -88682 SMH PRIVATE EQUITY GROUP I LTD PARTNERSHIP D 2004-12-22 2013-02-26 9376 225858 -216482 -216482 SMH PRIVATE EQUITY GROUP II LTD PARTNERSHIP D 2006-08-29 2013-02-26 171344 215719 -44375 -44375 SIGNET HEALTHCARE PARTNERS QP PARTNERSHIP III, LP D 2008-10-28 2013-02-26 92751 74066 18685 18685 THE YUMA COMPANIES D 2011-07-07 2013-03-20 206630 150000 56630 56630 CAPITAL GAIN DIVIDENDS P 3706 -1261824 false 5894883 14476675 0.407199 3181881 873728 3.641729 1815662 2327672 0.780033 1661618 3267423 0.508541 358334 5113383 0.070078 5.40758 1.081516 20950514 22658316 0 22658316 3460269 0 0 0 0 0 false false false false false true true false true true TX true false false false false true www.oquinnfoundation.org MS BRITTANY MEYN 7138715860 19 BRIAR HOLLOW LANE SUITE 100 HOUSTON TX 77027 false false false false true false false false false false true false false false false false false false false false false false ROBERT C WILSON III 19 BRIAR HOLLOW LANE HOUSTON TX 77027 PRESIDENT, TRUSTEE 40.0 280000 7565 0 DAVID A OTT M D PO BOX 20345 HOUSTON TX 77225 VICE PRESIDENT, TRUSTEE 1.0 1000 0 0 CORBIN J ROBERTSON III PO BOX 27501 HOUSTON TX 77227 TREASURER, TRUSTEE 1.0 500 0 0 DR ANETTE EDENS 1901 MORSE STREET HOUSTON TX 77019 SECRETARY, TRUSTEE 1.0 750 0 0 BRITTANY MEYN 19 BRIAR HOLLOW LANE HOUSTON TX 77027 EXECUTIVE ASSISTANT 40.0 65000 5707 0 0 YTTERBERG DEERY KNULL LLP 3555 TIMMONS LN SUITE 1000 HOUSTON TX 77027 LEGAL SERVICES 117877 GIBBS & BRUNS LLP 1100 LOUISIANA SUITE 5300 HOUSTON TX 77002 LEGAL SERVICES 111557 TOWERY & ASSOCIATES 3518 TRAVIS ST HOUSTON TX 77002 ACCOUNTING SERVICES 60152 9837086 11047689 384782 21269557 0 21269557 319043 20950514 1047526 1047526 0 0 1047526 1047526 1047526 3460269 0 0 0 0 3460269 3460269 1047526 2011 2010 2009 105739 1440783 1699278 3138195 5181726 11565721 3460269 1047526 2412743 13978464 0 105739 13872725 1440783 1699278 3138195 5181726 2412743 ROBERT C WILSON III PRESIDENT 19 BRIAR HOLLOW LANE SUITE 100 HOUSTON TX 77027 7138715860 PLEASE VISIT WWW.OQUINNFOUNDATION.ORG FOR INFORMATION ON APPLICATION FORMS AND INFORMATION AND MATERIAL THAT SHOULD BE INCLUDED PLEASE DIRECT ANY INQUIRIES TO BRITTANY MEYN AT (713)871-5860 OR MEYN@OQUINNFOUNDATION.ORG PLEASE VISIT WWW.OQUINNFOUNDATION.ORG FOR DETAILED SUBMISSION DEADLINES GRANT REQUESTS WILL BE CONSIDERED ONLY FROM (1) TAX EXEMPT ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND FURTHER CLASSIFIED AS A PUBLIC CHARITY, THAT IS, AN ORGANIZATION WHICH IS NOT A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A) OF THE CODE, OR (2) GOVERMENTAL UNITS DESCRIBED IN SECTION 170 OF THE CODE HOWEVER, GRANTS WILL NOT BE MADE (1) TO ANY PUBLIC CHARITY CLASSIFIED AS A TYPE III SUPPORTING ORGANIZATION WHICH IS "NOT A FUNCTIONALLY INTEGRATED TYPE III SUPPORTING ORGANIZATION" WITHIN THE MEANING OF SECTION 4942(G)(4)(A)(I) OF THE CODE OR (2) TO FOREIGN CHARITABLE ORGANIZATIONS THE MENNINGER CLINIC 2801 GESSNER DRIVE HOUSTON TX 770802503 NONE PC TO SUPPORT THE "MIRACLES IN MIND" CAPITAL CAMPAIGN TO BUILD THE MENTAL HEALTH EPICENTER 1400000 ST MARTIN'S EPISCOPAL CHURCH 717 SAGE ROAD HOUSTON TX 77056 NONE PC TO SUPPORT THE HOPE AND HEALING CENTER 20000 TEXAS HEART INSTITUTE MC3-117 PO BOX 20345 HOUSTON TX 77225 NONE PC OPERATIONAL SUPPORT AND SEED MONIES NEW RESEARCH INITIATIVES 100000 THE MONARCH INSTITUTE FOR NEUROLOGICAL DIFFERENCES 2815 ROSEFIELD DRIVE HOUSTON TX 77080 NONE PC CAPITAL CAMPAIGN LEAD GIFT NAMING THE NEW CAMPUS IN HONOR OF JOHN M. O'QUINN 300000 ANN RICHARDS SCHOOL FOUNDATION 2206 PRATHER LANE AUSTIN TX 78704 NONE PC TO SUPPORT THE "COLLEGE BOUND" PROGRAM 20000 ART MUSEUM OF SOUTH TEXAS 1902 NORTH SHORELINE BOULEVARD CORPUS CHRISTI TX 78401 NONE PC TO SUPPORT THE DOROTHY HOOD EXHIBITION AND OTHER EDUCATIONAL PURPOSES 10000 COMMUNITIES IN SCHOOLS 1235 N LOOP W FWY 300 HOUSTON TX 77008 NONE PC TO SUPPORT ESSENTIAL DROPOUT PREVENTION PROGRAMS 15000 LEGACY COMMUNITY HEALTH SERVICES PO BOX 66308 HOUSTON TX 772666308 NONE PC TO SUPPORT LEGACY'S AUTISM PROGRAMS 10000 PRISON ENTREPRENEURSHIP PROGRAM PO BOX 926274 HOUSTON TX 772926274 NONE PC TO SUPPORT THE FAMILY REUNIFICATION INITIATIVE PROGRAM 10000 HOUSTON SPCA 900 PORTWAY DRIVE HOUSTON TX 77024 NONE PC DONATION OF TABLE AT ANIMALS BEST FRIENDS GALA 10000 UNIVERSITY OF TEXAS 101 E 27TH ST 5300 AUSTIN TX 78712 NONE PC TO SUPPORT THE WALTER FONDREN ATHLETIC LEADERSHIP CENTER 20000 PRO-VISION 4590 WILMINGTON STREET HOUSTON TX 77051 NONE PC SUPPORT FOR GENERAL OPERATIONS 50000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 77030 NONE PC SUPPPORT FOR EHLERS DANLOS SYNDROME RESEARCH 50000 MENNINGER CLINIC FOUNDATION 2801 GESSNER DRIVE HOUSTON TX 770802503 NONE PC SPEAKER AND RECEPTION 41002 MEMORIAL HERMANN FOUNDATION 929 GESSNER SUITE 2650 HOUSTON TX 77024 NONE PC REVOLUTIONIZING NEUROSCIENCE INITIATIVE 25000 UNIVERSITY OF HOUSTON 4800 CALHOUN RD HOUSTON TX 77098 NONE PC TO SUPPORT THE DEPARTMENT OF INTERCOLLEGIATE ATHLETICS 125000 CORNERSTONE RECOVERY INC 1901 MORSE ST HOUSTON TX 77019 NONE PC GENERAL OPERATIONS, ADVENTURE LEARNING PROGRAM, & TECHNOLOGY UPGRADES FOR THE CLINIC 50000 DEPRESSION AND BIPOLAR SUPPORT ALLIANCE 730 N FRANKLIN STREET SUITE 501 CHICAGO IL 60654 NONE PC SPEAKER SPONSORSHIP AT ANNUAL LUNCHEON 25000 MISSION CENTERS OF HOUSTON 1913 FLETCHER ST HOUSTON TX 77009 NONE PC SCHOLARSHIPS FOR INNER CITY YOUTH TO ATTEND SUMMER CAMP 10000 THE RISE SCHOOL OF AUSTIN 4800 MANOR ROAD BLDG J AUSTIN TX 78723 NONE PC CAPITAL CAMPAIGN FOR THEIR PERMANENT FACILITY 20000 AMAZING PLACE 3735 DREXEL HOUSTON TX 77027 NONE PC TO SUPPORT GENERAL OPERATIONS 10000 FOUNDATION FOR TEEN HEALTH 1504 TAUB LOOP HOUSTON TX 77030 NONE PC DONATION OF TABLE FOR THE "HOPE FOR THE FUTURE" LUNCHEON 5000 MEMORIAL HERMANN FOUNDATION 929 GESSNER SUITE 2650 HOUSTON TX 77024 NONE PC SUPPORT FOR THE STAMAN OGILIVIE FUND 50000 SHAPE UP HOUSTON 18 EATON SQUARE HOUSTON TX 77027 NONE PC CONTRIBUTION TO "CAMPAIGN TO END OBESITY" FUND 5000 UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 NONE PC CONTRIBUTION TO THE PRESIDENT'S EXCELLENCE FUND 100000 THE UNIVERSITY OF HOUSTON 4800 CALHOUN RD HOUSTON TX 77004 NONE PC TO SUPPORT THE DEPARTMENT OF INTERCOLLEGIATE ATHLETICS 100000 CHILDREN'S ASSESSMENT CENTER 2500 BOLSOVER STREET HOUSTON TX 77005 NONE PC TO REBUILD CAPITAL CAMPAIGN FOR SEXUALLY ABUSED CHILDREN 100000 THE UNIVERSITY OF TEXAS 101 E 27TH ST 5300 AUSTIN TX 78712 NONE PC TO SUPPORT THE WALTER FONDREN ATHLETIC LEADERSHIP CENTER 50000 RIVER OAKS BAPTIST SCHOOL 2300 WILLOWICK RD HOUSTON TX 77027 NONE PC TO SUPPORT THE JOHN M. O'QUINN FUND FOR FINANCIAL ASSISTANCE SCHOLARSHIPS 34000 BRIDGES TO LIFE PO BOX 570895 HOUSTON TX 772570895 NONE PC SUPPORT FOR GENERAL OPERATIONS 10000 CANDLELIGHTERS 8323 SOUTHWEST FWY HOUSTON TX 77074 NONE PC DONATION OF TABLE AT THE "LIGHTS OF COURAGE" LUNCHEON 10000 HOUSTON ARBORETUM & NATURE CENTER 4501 WOODWAY DRIVE HOUSTON TX 770247708 NONE PC CONTRIBUTION FOR THE GUIDED FIELD EXPERIENCE PROGRAM 10000 DEPELCHIN CHILDREN'S CENTER 4950 MEMORIAL DRIVE HIGHLANDS TX 77007 NONE PC FOR TRAINING AND SERVICES OF PSYCHIATRIC RESIDENTS FROM BAYLOR COLLEGE OF MEDICINE 45000 HOUSTON AREA URBAN LEAGUE 1301 TEXAS AVE HOUSTON TX 77002 NONE PC CONTRIBUTION FOR THE MENTAL HEALTH POLICY PROJECT 10000 INSTITUTE FOR SPIRITUALITY AND HEALTH 8100 GREENBRIAR STE 220 HOUSTON TX 77054 NONE PC IMC'S PRIMARY SOURCE FOR INFORMATION ABOUT CONNECTION OF SPIRITUALITY & HEALTH 20000 MENTAL HEALTH AMERICA OF GREATER HOUSTON 2211 NORFOLK SUITE 810 HOUSTON TX 77098 NONE PC TREATMENT OF PEOPLE WITH BEHAVIORAL HEALTH DISORDERS 20000 PATHWAYS FOR LITTLE FEET 8 GREENWAY PLAZA SUITE 1000 HOUSTON TX 77046 NONE PC TO ASSIST LOVING FAMILIES WITH ADOPTION EXPENSES 10000 SERENITY RETREAT 3206 NORTH SHEPHERD HOUSTON TX 77018 NONE PC CONTRIBUTION TO MASTER'S GARDEN IN MEMORY OF GEORGE R. MOODY 10000 SMALL STEPS NURTURING CENTER 2902 JENSON DR HOUSTON TX 77026 NONE PC CONTRIBUTION TO THE GENERAL OPERATIONS FUND 20000 TEXAS CHILDREN'S HOSPITAL 6621 FANNIN ST HOUSTON TX 77030 NONE PC TO SUPPORT THE EDUCATIONAL PROGRAM FOR THE HOUSTON CENTER FOR PHOTOGRAPHY 10000 SIGHT INTO SOUND 3935 ESSEX LANE HOUSTON TX 77007 NONE PC TO FUND RADIO READING SERVICE PROGRAM 5000 CAMP FOR ALL 10500 NW FREEWAY SUITE 220 HOUSTON TX 77092 NONE PC CONTRIBUTION TO THE "REACHING FOR THE STARS" CAMPAIGN 25000 CHINQUAPIN PREPARATORY SCHOOL 2615 EAST WALLISVILLE ROAD HIGHLANDS TX 77562 NONE PC TO SUPPORT COLLEGE-PREPARATORY SCHOOL SCHOLARSHIP FUND 50000 3020002 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 77030 NONE PC FOR BARBARA AND CORBY ROBERTSON, JR. BUILDING 100000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 77030 NONE PC TO SUPPORT EHLERS DANLOS SYNDROME RESEARCH PROJECT 50000 CAMP ARANZAZU 5420 FM 1781 ROCKPORT TX 78382 NONE PC TO SERVE SPECIAL NEEDS CAMPERS 25000 CAMP FOR ALL 10500 NW FREEWAY SUITE 220 HOUSTON TX 77092 NONE PC TO SERVE SPECIAL NEEDS CAMPERS 25000 CHILD ADVOCATES OF FT BEND 5403 AVENUE N ROSENBERG TX 77471 NONE PC TO SUPPORT GENERAL OPERATIONS 25000 COMMUNITIES IN SCHOOLS 1235 N LOOP W FWY 300 HOUSTON TX 77008 NONE PC TO SUPPORT STAY IN SCHOOL GALA 25000 HOUSTON PARKS BOARD 300 NORTH POST OAK LANE HOUSTON TX 77024 NONE PC TO SUPPORT GENERAL OPERATIONS 50000 THE MENNINGER CLINIC 2801 GESSNER DRIVE HOUSTON TX 770802503 NONE PC TO UNDERWRITE KEYNOTE SPEAKER AT THE 2014 LUNCHEON 60000 ST THOMAS SCHOOL OF NURSING 3800 MONTROSE BLVD HOUSTON TX 77006 NONE PC SCHOLARSHIPS FOR NURSING STUDENTS 50000 TIRR FOUNDATION 4605 POST OAK PLACE SUITE 222 HOUSTON TX 77027 NONE PC TO SUPPORT GENERAL OPERATIONS 50000 YELLOWSTONE ACADEMY 3000 TRULLEY STREET HOUSTON TX 77004 NONE PC TO SUPPORT GENERAL OPERATIONS 70000 530000 14 78187 14 174298 18 -1261824 OTHER INCOME/(LOSS) FROM PARTNERSHIPS 18 -7312 UNRELATED BUSINESS TAXABLE INC REPORTED ON 990-T 531390 38839 38839 -1016651 -977812 false false false false false false false false false false X X 1 ESTATE OF JOHN M O'QUINN 1001 TEXAS AVE STE 1200 HOUSTON TX 77002 16119258 X 2 ESTATE OF JOHN M O'QUINN 1001 TEXAS AVE STE 1200 HOUSTON TX 77002 270 X 2 LOT THREE OF SEA ISLE, SECTION 23, A SUBDIVISION IN GALVESTON COUNTY, TEXAS 170 2013-09-24 2 LOT EIGHT OF SPANISH GRANT, SECTION 11, A SUBDIVISION IN GALVESTION COUNTY, TEXAS 100 2013-09-24 2 .477 ACRE TRACT OF LAND OUT OF THE DAY LAND & CATTLE CO SURVEY, ABSTRACT 672, IN HAYS COUNTY, TEXAS 0 2013-09-24 ACCOUNTING FEES 95342 79076 16266 CORPORATE BONDS 8781265 8788700 CORPORATE STOCK 12194420 12216838 GRAND PARKWAY/I-10 ASSOCIATES AT COST 193758 193758 CORPORATE OPPORTUNITIES FUND AT COST 0 0 LIFE SCIENCES OPPORTUNITY FUND AT COST 0 0 SIGNET HEALTHCARE PARTNERS QP AT COST 0 0 SMH PRIVATE EQUITY GROUP I AT COST 0 0 SMH PRIVATE EQUITY GROUP II AT COST 0 0 SMH QUODD II LLC AT COST 0 0 SMH QUODD LLC AT COST 0 0 LEGAL FEES 239695 58939 180757 LEASEHOLD IMPROVEMENTS 0 201253 201253 LAND 0 270 270 SECURITY DEPOSIT 0 6356 6356 HEALTH INSURANCE 13272 6065 7207 MEALS & ENTERTAINMENT 2394 1197 1197 BANK FEES 65 32 33 COMPUTER AND INTERNET EXPENSES 517 258 259 MILEAGE 118 118 OFFICE EXPENSES 3723 1862 1861 POSTAGE, MAILING SERVICE 877 438 439 PRINTING AND COPYING 1127 564 563 REIMBURSED EXPENSES 4702 4702 STORAGE 648 324 324 SUPPLIES 70 35 35 TELEPHONE, TELECOMMUNICATIONS 139 70 69 OTHER INSURANCE 11230 5615 5615 MISCELLANEOUS 131 65 66 PASSTHROUGH INCOME - GRAND PARKWAY/I-10 31527 31527 ADJ FOR NET UBTI REPORTED ON FORM 990-T -38839 CHECKS IN TRANSIT 0 25250 PAYROLL SERVICE 1792 1792 INVESTMENT MANAGEMENT FEES 43382 43382 OUTSIDE CONTRACT SERVICES 7760 7760 FOREIGN TAXES 46 46 PAYROLL TAXES 16082 6392 9690 EXCISE TAXES 20044