KINKAID SCHOOL ENDOWMENT FUND INC
Cite this
Plain text KINKAID SCHOOL ENDOWMENT FUND INC. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/kinkaid-school-endowment-fund-inc-760460841. Retrieved 2026-10-25.
APA furp.org. (n.d.). KINKAID SCHOOL ENDOWMENT FUND INC [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 25, 2026, from https://furp.org/org/kinkaid-school-endowment-fund-inc-760460841
MLA “KINKAID SCHOOL ENDOWMENT FUND INC.” furp.org, tax years 2009–2024, https://furp.org/org/kinkaid-school-endowment-fund-inc-760460841. Accessed 25 Oct. 2026.
Retrieved 2026-10-25; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $10.3M · expenses $5.1M · assets $163.9M
- EIN
- 76-0460841
- Address
- 201 KINKAID SCHOOL DR, HOUSTON, TX 77024-7504
- Website
- www.kinkaid.org
- NTEE code
- B110
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- April 1995 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
- Foundation status
- Supporting organization, 509(a)(3)
- Cross-check
- ProPublica Nonprofit Explorer
Mission
The Kinkaid School Endowment Fund, incorporated in 1994, was originally established in 1958 to hold and invest permanent funds for the benefit of The Kinkaid School, Inc., a private school providing instruction to approximately 1,480 students in grades PreK - 12.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Joanne Margraves | CFO | 2009-2024 | $380,899 | $4,598,935 | 4 |
| Thomas J Moore (former) | Asst Secretary | 2011-2018 | $273,558 | $1,929,013 | 3 |
| Tom Moore (former) | Assistant Sec | 2009-2010 | $227,401 | $438,982 | 2 |
Officers and directors, no compensation reported
29 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Darryl Wilson | Director | 2023-2024 | 1 | $0 reported | 6 |
| Meredith H Beaupre | Director | 2024 | 1 | $0 reported | 3 |
| Kenneth Cowan | Director | 2017-2024 | 1 | $0 reported | 3 |
| E Staman Ogilvie | Vice Chair | 2009-2024 | 1 | $0 reported | 2 |
| Elisa Stude Pye | Director | 2023-2024 | 1 | $0 reported | 2 |
| Ricardo Perusquia | Chair | 2015-2024 | 1 | $0 reported | 2 |
| Terri Lacy | Treasurer | 2011-2024 | 1 | $0 reported | 1 |
| David R Lummis | Secretary | 2017-2024 | 1 | $0 reported | 1 |
| Bruce Bilger | Director | 2024 | 1 | $0 reported | 1 |
| Steven Mach | Director | 2024 | 1 | $0 reported | 1 |
| Edwin H Frank III (former) | Director | 2014-2023 | 1 | $0 reported | 3 |
| Curtis R Kayem (former) | Director | 2011-2023 | 1 | $0 reported | 1 |
| Walter G Mayfield (former) | Director | 2012-2022 | 1 | $0 reported | 3 |
| Robert D Duncan (former) | Treasurer | 2019-2022 | 1 | $0 reported | 2 |
| Ken Cowan (former) | Director | 2019 | 1 | $0 reported | 1 |
| William C Montgomery (former) | Treasurer | 2015-2018 | 1 | $0 reported | 10 |
| Linda Andrews (former) | Director | 2015-2017 | 1 | $0 reported | 3 |
| Willoughby Williams (former) | Director | 2015-2016 | 1 | $0 reported | 1 |
| J Abbott Sprague (former) | Chair-11/11/15 | 2009-2015 | 1 | $0 reported | 3 |
| David M Underwood (former) | Chair-9/16/15 | 2009-2015 | 1 | $0 reported | 5 |
| William C Montgomery III (former) | Treasurer | 2009-2014 | 1 | $0 reported | 1 |
| Willoughby Williams Jr (former) | Director | 2009-2014 | 1 | $0 reported | 1 |
| Stewart Cureton Jr (former) | Vice Chairman | 2009-2013 | 1 | $0 reported | 3 |
| Thomas M Simmons (former) | Director | 2011 | 1 | $0 reported | 4 |
| Tom Simmons (former) | Director | 2010 | 1 | $0 reported | 5 |
| Jack H Mayfield Jr (former) | Director | 2009-2010 | 1 | $0 reported | 2 |
| Terri Baird (former) | Director | 2009-2010 | 1 | $0 reported | 1 |
| L E Simmons (former) | Director | 2010 | 1 | $0 reported | 2 |
| Anne Taylor (former) | Director | 2009-2010 | 1 | $0 reported | 1 |
People by year
2024 · 11 people listed · 1 paid, $381K · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Joanne Margraves | CFO | 1 | $0 | $335,362 | $45,537 | $380,899 | 4 |
| Ricardo Perusquia | Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| E Staman Ogilvie | Vice Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| Terri Lacy | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| David R Lummis | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Meredith H Beaupre | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Bruce Bilger | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Kenneth Cowan | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Steven Mach | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Elisa Stude Pye | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Darryl I Wilson | Director | 1 | $0 | $0 | $0 | $0 | 6 |
2023 · 10 people listed · 1 paid, $369K · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Joanne Margraves | CFO | 1 | $0 | $324,164 | $44,585 | $368,749 | 4 |
| Ricardo Perusquia | Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| E Staman Ogilvie | Vice Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| Terri Lacy | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| David R Lummis | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Kenneth Cowan | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Edwin H Frank III | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Curtis R Kayem | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Elisa Stude Pye | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Darryl I Wilson | Director | 1 | $0 | $0 | $0 | $0 | 6 |
2022 · 10 people listed · 1 paid, $352K · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Joanne Margraves | CFO | 1 | $0 | $310,145 | $42,194 | $352,339 | 4 |
| Ricardo Perusquia | Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| E Staman Ogilvie | Vice Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| Robert D Duncan | Treasurer | 1 | $0 | $0 | $0 | $0 | 2 |
| David R Lummis | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Kenneth Cowan | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Edwin H Frank III | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Curtis R Kayem | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Terri Lacy | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Walter G Mayfield | Director | 1 | $0 | $0 | $0 | $0 | 3 |
2021 · 10 people listed · 1 paid, $327K · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Joanne Margraves | CFO | 1 | $0 | $291,137 | $36,050 | $327,187 | 4 |
| Ricardo Perusquia | Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| E Staman Ogilvie | Vice Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| Robert D Duncan | Treasurer | 1 | $0 | $0 | $0 | $0 | 2 |
| David R Lummis | Secretary | 1 | $0 | $0 | $0 | $0 | 1 |
| Kenneth Cowan | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Edwin H Frank III | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Curtis R Kayem | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Terri Lacy | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Walter G Mayfield | Director | 1 | $0 | $0 | $0 | $0 | 3 |
2020 · 10 people listed · 1 paid, $333K · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Joanne Margraves | CFO | 1 | $0 | $296,156 | $36,391 | $332,547 | 4 |
| Ricardo Perusquia | Chair | 1 | $0 | $0 | $0 | $0 | 2 |
| Edwin H Frank III | Vice Chair | 1 | $0 | $0 | $0 | $0 | 3 |
| David R Lummis | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| E Staman Ogilvie | Secretary | 1 | $0 | $0 | $0 | $0 | 2 |
| Kenneth Cowan | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Robert D Duncan | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Curtis R Kayem | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Terri Lacy | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Walter G Mayfield | Director | 1 | $0 | $0 | $0 | $0 | 3 |
2019 · 10 people listed · 1 paid, $323K · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Joanne Margraves | CFO | 1 | $0 | $288,277 | $34,570 | $322,847 | 4 |
| Ricardo Perusquia | Chairman | 1 | $0 | $0 | $0 | $0 | 2 |
| Edwin H Frank III | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 3 |
| David R Lummis | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| E Staman Ogilvie | Secretary | 1 | $0 | $0 | $0 | $0 | 2 |
| Ken Cowan | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Robert Duncan | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Curtis R Kayem | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Terri Lacy | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Walter G Mayfield | Director | 1 | $0 | $0 | $0 | $0 | 3 |
2018 · 11 people listed · 2 paid, $587K · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Joanne Margraves | CFO | 1 | $0 | $277,861 | $35,522 | $313,383 | 4 |
| Thomas J Moore | Asst Secretary | 1 | $0 | $243,030 | $30,528 | $273,558 | 3 |
| Walter G Mayfield | Chairman | 1 | $0 | $0 | $0 | $0 | 3 |
| Ricardo Perusquia | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 2 |
| William C Montgomery | Treasurer | 1 | $0 | $0 | $0 | $0 | 10 |
| E Staman Ogilvie | Secretary | 1 | $0 | $0 | $0 | $0 | 2 |
| Kenneth Cowan | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Edwin H Frank III | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Curtis R Kayem | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Terri Lacy | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| David R Lummis | Director | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 12 people listed · 2 paid, $574K · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Joanne Margraves | Asst Treasurer | 1 | $0 | $268,912 | $37,409 | $306,321 | 4 |
| Thomas J Moore | Asst Secretary | 1 | $0 | $235,980 | $31,908 | $267,888 | 3 |
| Walter G Mayfield | Chairman | 1 | $0 | $0 | $0 | $0 | 3 |
| Edwin H Frank III | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 3 |
| William C Montgomery | Treasurer | 1 | $0 | $0 | $0 | $0 | 10 |
| E Staman Ogilvie | Secretary | 1 | $0 | $0 | $0 | $0 | 2 |
| Linda Andrews | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Kenneth Cowan | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Curtis R Kayem | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Terri Lacy | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| David R Lummis | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Ricardo Perusquia | Director | 1 | $0 | $0 | $0 | $0 | 2 |
2016 · 11 people listed · 2 paid, $551K · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Joanne Margraves | Asst Treasurer | 1 | $0 | $256,416 | $35,580 | $291,996 | 4 |
| Thomas J Moore | Asst Secretary | 1 | $0 | $229,812 | $29,151 | $258,963 | 3 |
| Walter G Mayfield | Chairman | 1 | $0 | $0 | $0 | $0 | 3 |
| Edwin H Frank III | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 3 |
| William C Montgomery | Treasurer | 1 | $0 | $0 | $0 | $0 | 10 |
| E Staman Ogilvie | Secretary | 1 | $0 | $0 | $0 | $0 | 2 |
| Linda Andrews | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Curtis R Kayem | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Terri Lacy | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Ricardo Perusquia | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Willoughby Williams | Director | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 13 people listed · 2 paid, $517K · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Joanne Margraves | Asst Treasurer | 1 | $0 | $235,377 | $34,309 | $269,686 | 4 |
| Thomas J Moore | Asst Secretary | 1 | $0 | $220,768 | $27,028 | $247,796 | 3 |
| David M Underwood | Chair-9/16/15 | 1 | $0 | $0 | $0 | $0 | 5 |
| J Abbott Sprague | Chair-11/11/15 | 1 | $0 | $0 | $0 | $0 | 3 |
| Walter G Mayfield | Chair-7/31/16 | 1 | $0 | $0 | $0 | $0 | 3 |
| Edwin H Frank III | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 3 |
| E Staman Ogilvie | Secretary | 1 | $0 | $0 | $0 | $0 | 2 |
| William C Montgomery | Treasurer | 1 | $0 | $0 | $0 | $0 | 10 |
| Linda Andrews | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Curtis R Kayem | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Terri Lacy | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Ricardo Perusquia | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Willoughby Williams | Director | 1 | $0 | $0 | $0 | $0 | 1 |
2014 · 11 people listed · 2 paid, $480K · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Joanne Margraves | Assistant Treas | 1 | $0 | $213,881 | $30,761 | $244,642 | 4 |
| Thomas J Moore | Assistant Sec | 1 | $0 | $208,500 | $27,098 | $235,598 | 3 |
| David M Underwood | Chairman | 1 | $0 | $0 | $0 | $0 | 5 |
| J Abbott Sprague | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 3 |
| E Staman Ogilvie | Secretary | 1 | $0 | $0 | $0 | $0 | 2 |
| William C Montgomery III | Treasurer | 1 | $0 | $0 | $0 | $0 | 1 |
| Edwin H Frank III | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Curtis R Kayem | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Terri Lacy | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Walter G Mayfield | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Willoughby Williams Jr | Director | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 11 people listed · 2 paid, $462K · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Joanne Margraves | Assistant Treas | 1 | $0 | $203,657 | $31,946 | $235,603 | 4 |
| Thomas J Moore | Assistant Sec | 1 | $0 | $200,038 | $25,877 | $225,915 | 3 |
| David M Underwood | Chairman | 1 | $0 | $0 | $0 | $0 | 5 |
| Stewart Cureton Jr | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 3 |
| J Abbott Sprague | Secretary | 1 | $0 | $0 | $0 | $0 | 3 |
| E Staman Ogilvie | Treasurer | 1 | $0 | $0 | $0 | $0 | 2 |
| Curtis Kayem | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Terri Lacy | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Walter G Mayfield | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| William C Montgomery III | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Willoughby Williams Jr | Director | 1 | $0 | $0 | $0 | $0 | 1 |
2012 · 11 people listed · 2 paid, $440K · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Joanne Margraves | Assistant Treas | 1 | $0 | $190,334 | $33,543 | $223,877 | 4 |
| Thomas J Moore | Assistant Sec | 1 | $0 | $194,108 | $21,967 | $216,075 | 3 |
| Willoughby Williams Jr | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| William C Montgomery III | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Walter G Mayfield | Director | 1 | $0 | $0 | $0 | $0 | 3 |
| Terri Lacy | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Curtis Kayem | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| E Staman Ogilvie | Treasurer | 1 | $0 | $0 | $0 | $0 | 2 |
| J Abbott Sprague | Secretary | 1 | $0 | $0 | $0 | $0 | 3 |
| Stewart Cureton Jr | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 3 |
| David M Underwood | Chairman | 1 | $0 | $0 | $0 | $0 | 5 |
2011 · 11 people listed · 2 paid, $406K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Thomas J Moore | Assistant Sec | 1 | $0 | $182,799 | $20,421 | $203,220 | 3 |
| Joanne Margraves | Assistant Treas | 1 | $0 | $177,630 | $25,101 | $202,731 | 4 |
| Willoughby Williams Jr | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Thomas M Simmons | Director | 1 | $0 | $0 | $0 | $0 | 4 |
| William C Montgomery III | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Terri Lacy | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Curtis Kayem | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| E Staman Ogilvie | Treasurer | 1 | $0 | $0 | $0 | $0 | 2 |
| J Abbott Sprague | Secretary | 1 | $0 | $0 | $0 | $0 | 3 |
| Stewart Cureton Jr | Vice Chairman | 1 | $0 | $0 | $0 | $0 | 3 |
| David M Underwood | Chairman | 1 | $0 | $0 | $0 | $0 | 5 |
2010 · 11 people listed · 2 paid, $448K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Tom Moore | Assistant Sec | 1 | $0 | $173,492 | $53,909 | $227,401 | 2 |
| Joanne Margraves | Assistant Treas | 1 | $0 | $160,931 | $60,078 | $221,009 | 4 |
| Willoughby Williams Jr | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| William C Montgomery III | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Tom Simmons | Director | 1 | $0 | $0 | $0 | $0 | 5 |
| Terri Baird | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Stewart Cureton Jr | Chairman/Treas | 1 | $0 | $0 | $0 | $0 | 3 |
| L E Simmons | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| Jack H Mayfield Jr | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| J Abbott Sprague | Secretary | 1 | $0 | $0 | $0 | $0 | 3 |
| Anne Taylor | Director | 1 | $0 | $0 | $0 | $0 | 1 |
2009 · 11 people listed · 2 paid, $417K · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Tom Moore | Assistant Sec | 1 | $0 | $169,081 | $42,500 | $211,581 | 2 |
| Joanne Margraves | Assistant Treas | 1 | $0 | $155,814 | $49,305 | $205,119 | 4 |
| Willoughby Williams Jr | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| William C Montgomery III | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Terri Baird | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Stewart Cureton Jr | Treasurer | 1 | $0 | $0 | $0 | $0 | 3 |
| Jack H Mayfield Jr | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| J Abbott Sprague | Secretary | 1 | $0 | $0 | $0 | $0 | 3 |
| E Staman Ogilvie | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| David M Underwood | Chairman | 1 | $0 | $0 | $0 | $0 | 5 |
| Anne Taylor | Director | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 1 contractor · $410K
| Name | Location | Service | Paid |
|---|---|---|---|
| Goldman Sachs & Co | Houston, TX | Investment advisors | $410,432 |
2023 · 1 contractor · $399K
| Name | Location | Service | Paid |
|---|---|---|---|
| Goldman Sachs & Co | Houston, TX | Investment advisors | $399,190 |
2022 · 1 contractor · $365K
| Name | Location | Service | Paid |
|---|---|---|---|
| Goldman Sachs & Co | Houston, TX | Investment advisors | $365,175 |
2021 · 1 contractor · $379K
| Name | Location | Service | Paid |
|---|---|---|---|
| Goldman Sachs & Co | Houston, TX | Investment Advisors | $379,365 |
2020 · 1 contractor · $331K
| Name | Location | Service | Paid |
|---|---|---|---|
| Goldman Sachs & Co | Houston, TX | Investment Advisors | $330,808 |
2019 · 1 contractor · $303K
| Name | Location | Service | Paid |
|---|---|---|---|
| Goldman Sachs & Co | Houston, TX | Investment Advisors | $303,370 |
2018 · 1 contractor · $302K
| Name | Location | Service | Paid |
|---|---|---|---|
| Goldman Sachs & Co | Houston, TX | Investment Advisors | $302,127 |
2017 · 1 contractor · $305K
| Name | Location | Service | Paid |
|---|---|---|---|
| Goldman Sachs & Co | Houston, TX | Investment Advisors | $304,766 |
2016 · 1 contractor · $255K
| Name | Location | Service | Paid |
|---|---|---|---|
| Goldman Sachs & Co | Houston, TX | Investment Advisors | $254,761 |
2015 · 1 contractor · $116K
| Name | Location | Service | Paid |
|---|---|---|---|
| Wells Fargo Advisors | Houston, TX | Investment Advisors | $115,648 |
2014 · 1 contractor · $123K
| Name | Location | Service | Paid |
|---|---|---|---|
| Wells Fargo Advisors | Houston, TX | Investment Advisors | $123,192 |
2013 · 1 contractor · $118K
| Name | Location | Service | Paid |
|---|---|---|---|
| Wells Fargo Advisors | Investment Advisors | $118,339 |
2012 · 1 contractor · $110K
| Name | Location | Service | Paid |
|---|---|---|---|
| Wells Fargo Advisors | Houston, TX | Investment Advisors | $109,731 |
2011 · 1 contractor · $230K
| Name | Location | Service | Paid |
|---|---|---|---|
| Wells Fargo Advisors | Houston, TX | Investment Advisors | $229,679 |
2010 · 1 contractor · $229K
| Name | Location | Service | Paid |
|---|---|---|---|
| Wells Fargo Advisors | Houston, TX | Investment Advisors | $229,271 |
2009 · 2 contractors · $311K
| Name | Location | Service | Paid |
|---|---|---|---|
| Wells Fargo Advisors | Houston, TX | Investment Advisors | $205,089 |
| Neuberger Berman | New York, NY | Investment Advisors | $105,751 |
State business registration
- THE KINKAID SCHOOL ENDOWMENT FUND, INC. TX, CN, Active franchise taxpayer (SOS status A), formed 1994-05-24
The same business name in the same state, from the state’s official registry data.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 1 grant to organizations · $4.6M
2023 · 1 grant to organizations · $4.2M
2022 · 1 grant to organizations · $4.2M
2021 · 1 grant to organizations · $4.1M
2020 · 1 grant to organizations · $4.1M
2019 · 1 grant to organizations · $4.1M
2018 · 1 grant to organizations · $5.5M
2017 · 1 grant to organizations · $5.4M
2016 · 1 grant to organizations · $5.3M
2015 · 1 grant to organizations · $5.3M
2014 · 1 grant to organizations · $4.2M
2013 · 1 grant to organizations · $4.2M
2012 · 1 grant to organizations · $4.5M
2011 · 1 grant to organizations · $4.5M
2010 · 1 grant to organizations · $3.8M
2009 · 1 grant to organizations · $3.8M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $10,261,266 | $5,081,829 | $163,918,262 | $160,414,962 | $3,298,768 | $0 | $0 | 0 | 9 |
| 2023 · Form 990 | ||||||||
| $6,077,515 | $4,688,455 | $149,758,844 | $145,500,277 | $2,163,180 | $0 | $0 | 0 | 9 |
| 2022 · Form 990 | ||||||||
| $13,354,808 | $4,624,196 | $134,097,167 | $130,301,139 | $8,688,760 | $0 | $0 | 0 | 9 |
| 2021 · Form 990 | ||||||||
| $9,567,958 | $4,506,420 | $119,820,822 | $115,749,062 | $3,724,054 | $0 | $0 | 0 | 9 |
| 2020 · Form 990 | ||||||||
| $7,799,953 | $4,448,167 | $128,285,780 | $124,216,269 | $1,061,737 | $0 | $0 | 0 | 9 |
| 2019 · Form 990 | ||||||||
| $5,148,228 | $4,463,777 | $107,957,513 | $103,828,321 | $779,352 | $0 | $0 | 0 | 9 |
| 2018 · Form 990 | ||||||||
| $4,571,173 | $5,876,869 | $106,101,231 | $102,099,914 | $746,335 | $0 | $0 | 0 | 11 |
| 2017 · Form 990 | ||||||||
| $5,249,869 | $5,728,884 | $106,229,004 | $102,029,497 | $1,342,532 | $0 | $0 | 0 | 11 |
| 2016 · Form 990 | ||||||||
| $9,443,545 | $5,711,581 | $101,786,154 | $98,003,312 | $846,861 | $0 | $0 | 0 | 11 |
| 2015 · Form 990 | ||||||||
| $1,734,611 | $5,786,661 | $96,178,301 | $92,594,497 | $548,710 | $0 | $0 | 0 | 11 |
| 2014 · Form 990 | ||||||||
| $11,308,102 | $4,791,079 | $102,990,539 | $99,355,630 | $421,809 | $0 | $0 | 0 | 11 |
| 2013 · Form 990 | ||||||||
| $7,704,381 | $4,838,437 | $102,033,625 | $98,671,386 | $377,415 | $0 | $0 | 0 | 11 |
| 2012 · Form 990 | ||||||||
| $8,826,885 | $5,084,564 | $96,629,741 | $93,393,234 | $781,115 | $0 | $0 | 0 | 11 |
| 2011 · Form 990 | ||||||||
| $3,994,162 | $5,040,668 | $87,618,324 | $83,905,924 | $1,117,226 | $0 | $0 | 0 | - |
| 2010 · Form 990 | ||||||||
| $7,205,855 | $4,381,256 | $91,811,807 | $88,084,157 | $973,598 | $0 | $0 | 0 | - |
| 2009 · Form 990 | ||||||||
| $4,714,429 | $4,369,214 | $81,413,322 | $77,905,811 | $396,756 | $0 | $0 | 0 | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- KINKAID SCHOOL INC Houston, TX · 7 people in common (Darryl Wilson, Elisa Stude Pye, E Staman Ogilvie) · related organization (Schedule R)
- KINKAID INVESTMENTS FOUNDATION Houston, TX · 4 people in common (Darryl Wilson, Joanne Margraves, Kenneth Cowan) · related organization (Schedule R)
- HOUSTON FOOD BANK Houston, TX · 1 person in common (Darryl Wilson)
- ISAS GROUP BENEFITS TR Dallas, TX · 1 person in common (Joanne Margraves)
- GREATER HOUSTON PARTNERSHIP INC Houston, TX · 1 person in common (Darryl Wilson)
- GOOD REASON HOUSTON INC Houston, TX · 1 person in common (Darryl Wilson)
Funders of this organization
4 grantors reported grants to this organization, $3,547,962 in all, tax years 2012 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| KINKAID SCHOOL INC | Public charity | Exact | 2012, 2018, 2021 | 3 | $3,398,357 | 2021 | $2,667,082 | show |
| SHELL USA COMPANY FOUNDATION | Private foundation | Fuzzy filed as “Kinkaid School Endowment Fund Inc”, “KINKAID SCHOOL ENDOWMENT FUND INC” | 2018-2024 | 8 | $123,464 | 2024 | $10,700 | show |
| AMERICAN ONLINE GIVING FOUNDATION INC | DAF sponsor | Exact | 2023-2025 | 3 | $21,141 | 2025 | $5,322 | show |
| THE BLACKBAUD GIVING FUND | DAF sponsor | Exact | 2016 | 1 | $5,000 | 2016 | $5,000 | show |
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| JESUIT COLLEGE PREPARATORY SCHOOL OF DALLAS FOUNDATION INC | TX | B11 | $12,347,156 | $5,005,216 | EXECUTIVE DIRECTOR | $410,340 | Same NTEE code B11, revenue within 2x, same state |
| MIDLAND COLLEGE FOUNDATION INC | TX | B11 | $10,803,197 | $12,881,727 | DIRECTOR | $0 | Same NTEE code B11, revenue within 2x, same state |
| TEXAS HIGH SCHOOL RODEO ASSOCIATION INC | TX | B11 | $7,664,781 | $7,471,369 | SEC/TREASURE | $57,244 | Same NTEE code B11, revenue within 2x, same state |
| TEXAS STATE UNIVERSITY DEVELOPMENT FOUNDATION | TX | B11 | $18,867,222 | $7,085,627 | CHAIR | $0 | Same NTEE code B11, revenue within 2x, same state |
| BARBERS HILL INDEPENDENT SCHOOL DISTRICT EDUCATION FOUNDATION | TX | B11 | $15,553,630 | $1,688,182 | DIRECTOR | $0 | Same NTEE code B11, revenue within 2x, same state |
| LAMAR UNIVERSITY FOUNDATION INC | TX | B11 | $7,219,313 | $6,216,087 | CEO | $245,590 | Same NTEE code B11, revenue within 2x, same state |
| CY-HOPE INC | TX | B11 | $8,024,300 | $5,480,981 | LICENSED PROFESSIONAL COUNSELOR | $148,300 | Same NTEE code B11, revenue within 2x, same state |
| ALPINE EDUCATION SERVICES | TX | B11 | $16,301,301 | $15,828,133 | CEO | $140,013 | Same NTEE code B11, revenue within 2x, same state |
| MCMULLEN COUNTY FOUNDATION FOR EDUCATIONAL EXCELLENCE | TX | B11 | $15,780,605 | $46,435 | President | $0 | Same NTEE code B11, revenue within 2x, same state |
| UNIVERSITY OF HOUSTON LAW FOUNDATION | TX | B11 | $5,952,822 | $4,186,092 | E.D. Business Operations | $166,806 | Same NTEE code B11, revenue within 2x, same state |
| TEXAS HILL COUNTRY HIGHER EDUCATION DEVELOPMENT FOUNDATION | TX | B11 | $6,661,745 | $132,987 | CHAIRMAN | $0 | Same NTEE code B11, revenue within 2x, same state |
| HUMBLE ISD EDUCATION FOUNDATION | TX | B11 | $6,123,592 | $2,156,863 | Superintendent | $0 | Same NTEE code B11, revenue within 2x, same state |
| THE GEORGE AND BARBARA BUSH FOUNDATION | TX | B11 | $16,993,041 | $11,877,920 | CEO/DIRECTOR BEGAN 01/2024 | $426,600 | Same NTEE code B11, revenue within 2x, same state |
| WEST TEXAS A & M UNIVERSITY FOUNDATION | TX | B11 | $13,610,821 | $7,613,654 | DIRECTOR | $0 | Same NTEE code B11, revenue within 2x, same state |
| TEXAS A & M UNIVERSITY-CORPUS CHRISTI FOUNDATION INC | TX | B11 | $8,008,166 | $3,152,661 | PRESIDENT | $0 | Same NTEE code B11, revenue within 2x, same state |
| TYLER JUNIOR COLLEGE FOUNDATION | TX | B11 | $10,502,446 | $6,078,231 | Executive Dir. | $213,609 | Same NTEE code B11, revenue within 2x, same state |
| UNIVERSITY OF HOUSTON FOUNDATION | TX | B11 | $17,065,228 | $12,511,787 | President | $366,204 | Same NTEE code B11, revenue within 2x, same state |
| FRIENDS OF IMAGINE INTERNATIONAL ACADEMY OF NORTH TEXAS | TX | B11 | $15,031,001 | $13,898,190 | President | $0 | Same NTEE code B11, revenue within 2x, same state |
| TEXAS AGGIE CORPS OF CADETS ASSOCIATION | TX | B11 | $6,900,356 | $2,931,227 | President & CEO | $191,063 | Same NTEE code B11, revenue within 2x, same state |
| UNTHSC FOUNDATION | TX | B11 | $6,098,622 | $3,937,521 | Chairman | $0 | Same NTEE code B11, revenue within 2x, same state |
| AUSTIN COMMUNITY COLLEGE FOUNDATION | TX | B11 | $5,793,770 | $2,089,399 | Exec Director | $217,772 | Same NTEE code B11, revenue within 2x, same state |
| ALWAYS A NUTRITIONAL MEAL | TX | B11 | $6,300,986 | $963,419 | DIRECTOR | $0 | Same NTEE code B11, revenue within 2x, same state |
| EVERY CAR CAN | TX | B11 | $6,726,587 | $8,355,626 | CHIEF OPERATING OFFICER | $209,189 | Same NTEE code B11, revenue within 2x, same state |
| TRINITY CHRISTIAN ACADEMY FOUNDATION | TX | B11 | $8,582,293 | $6,340,621 | HEAD OF SCHOOL | $438,787 | Same NTEE code B11, revenue within 2x, same state |
| THE DEBAKEY MEDICAL FOUNDATION | TX | B11 | $5,690,174 | $5,316,473 | Pres/Trustee | $100,000 | Same NTEE code B11, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $5,081,829 spent · pay $0 · grants $4,593,083 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,593,083 | $4,593,083 | - | - | 90.4% | |
| Fees: investment management | $434,746 | - | $434,746 | - | 8.6% | |
| Fees: other services | $54,000 | - | $54,000 | - | 1.1% | |
| Total | $5,081,829 | 100% |
2023 · Form 990 · $4,688,455 spent · pay $0 · grants $4,213,424 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,213,424 | $4,213,424 | - | - | 89.9% | |
| Fees: investment management | $399,190 | - | $399,190 | - | 8.5% | |
| Fees: other services | $75,841 | - | $75,841 | - | 1.6% | |
| Total | $4,688,455 | 100% |
2022 · Form 990 · $4,624,196 spent · pay $0 · grants $4,190,921 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,190,921 | $4,190,921 | - | - | 90.6% | |
| Fees: investment management | $365,175 | - | $365,175 | - | 7.9% | |
| Fees: other services | $68,100 | - | $68,100 | - | 1.5% | |
| Total | $4,624,196 | 100% |
2021 · Form 990 · $4,506,420 spent · pay $0 · grants $4,060,905 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,060,905 | $4,060,905 | - | - | 90.1% | |
| Fees: investment management | $379,365 | - | $379,365 | - | 8.4% | |
| Fees: other services | $66,150 | - | $66,150 | - | 1.5% | |
| Total | $4,506,420 | 100% |
2020 · Form 990 · $4,448,167 spent · pay $0 · grants $4,052,559 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,052,559 | $4,052,559 | - | - | 91.1% | |
| Fees: investment management | $330,808 | - | $330,808 | - | 7.4% | |
| Fees: other services | $64,800 | - | $64,800 | - | 1.5% | |
| Total | $4,448,167 | 100% |
2019 · Form 990 · $4,463,777 spent · pay $0 · grants $4,095,674 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,095,674 | $4,095,674 | - | - | 91.8% | |
| Fees: investment management | $303,370 | - | $303,370 | - | 6.8% | |
| Fees: other services | $64,733 | - | $64,733 | - | 1.5% | |
| Total | $4,463,777 | 100% |
2018 · Form 990 · $5,876,869 spent · pay $0 · grants $5,521,492 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $5,521,492 | $5,521,492 | - | - | 94.0% | |
| Fees: investment management | $302,127 | - | $302,127 | - | 5.1% | |
| Fees: other services | $53,250 | - | $53,250 | - | 0.9% | |
| Total | $5,876,869 | 100% |
2017 · Form 990 · $5,728,884 spent · pay $0 · grants $5,372,494 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $5,372,494 | $5,372,494 | - | - | 93.8% | |
| Fees: investment management | $304,766 | - | $304,766 | - | 5.3% | |
| Fees: other services | $51,386 | - | $51,386 | - | 0.9% | |
| Other (as described) | Property taxes | $238 | - | $238 | - | 0.0% |
| Total | $5,728,884 | 100% |
2016 · Form 990 · $5,711,581 spent · pay $0 · grants $5,344,024 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $5,344,024 | $5,344,024 | - | - | 93.6% | |
| Fees: investment management | $309,187 | - | $309,187 | - | 5.4% | |
| Fees: other services | $52,943 | - | $52,943 | - | 0.9% | |
| Other (as described) | Foreign taxes | $2,962 | - | $2,962 | - | 0.1% |
| Other (as described) | Other investment expenses | $2,231 | - | $2,231 | - | 0.0% |
| Other (as described) | Property taxes | $234 | - | $234 | - | 0.0% |
| Total | $5,711,581 | 100% |
2015 · Form 990 · $5,786,661 spent · pay $0 · grants $5,270,628 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $5,270,628 | $5,270,628 | - | - | 91.1% | |
| Fees: investment management | $420,454 | - | $420,454 | - | 7.3% | |
| Other (as described) | Foreign taxes | $58,748 | - | $58,748 | - | 1.0% |
| Fees: other services | $34,500 | - | $34,500 | - | 0.6% | |
| Other (as described) | Other investment expenses | $2,100 | - | $2,100 | - | 0.0% |
| Other (as described) | Property taxes | $231 | - | $231 | - | 0.0% |
| Total | $5,786,661 | 100% |
2014 · Form 990 · $4,791,079 spent · pay $0 · grants $4,178,185 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,178,185 | $4,178,185 | - | - | 87.2% | |
| Fees: investment management | $519,073 | - | $519,073 | - | 10.8% | |
| Other (as described) | Foreign taxes | $62,014 | - | $62,014 | - | 1.3% |
| Fees: other services | $30,413 | - | $30,413 | - | 0.6% | |
| Other (as described) | Other investment expenses | $1,188 | - | $1,188 | - | 0.0% |
| Other (as described) | Property taxes | $206 | - | $206 | - | 0.0% |
| Total | $4,791,079 | 100% |
2013 · Form 990 · $4,838,437 spent · pay $0 · grants $4,227,747 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,227,747 | $4,227,747 | - | - | 87.4% | |
| Fees: investment management | $510,459 | - | $510,459 | - | 10.6% | |
| Other (as described) | Foreign taxes | $68,841 | - | $68,841 | - | 1.4% |
| Fees: other services | $29,520 | - | $29,520 | - | 0.6% | |
| Other (as described) | Other investment expenses | $1,666 | - | $1,666 | - | 0.0% |
| Other (as described) | Property taxes | $204 | - | $204 | - | 0.0% |
| Total | $4,838,437 | 100% |
2012 · Form 990 · $5,084,564 spent · pay $0 · grants $4,517,227 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,517,227 | $4,517,227 | - | - | 88.8% | |
| Fees: investment management | $471,453 | - | $471,453 | - | 9.3% | |
| Other (as described) | Foreign taxes | $65,810 | - | $65,810 | - | 1.3% |
| Fees: other services | $28,620 | - | $28,620 | - | 0.6% | |
| Other (as described) | Other expenses | $1,251 | - | $1,251 | - | 0.0% |
| Other (as described) | Property taxes | $203 | - | $203 | - | 0.0% |
| Total | $5,084,564 | 100% |
2011 · Form 990 · $5,040,668 spent · pay $0 · grants $4,499,272 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,499,272 | $4,499,272 | - | - | 89.3% | |
| Fees: investment management | $461,944 | - | $461,944 | - | 9.2% | |
| Other (as described) | Foreign taxes | $47,850 | - | $47,850 | - | 0.9% |
| Other (as described) | Administrative services | $27,780 | - | $27,780 | - | 0.6% |
| Other (as described) | Property taxes | $2,422 | - | $2,422 | - | 0.0% |
| Other (as described) | Other expenses | $1,400 | - | $1,400 | - | 0.0% |
| Total | $5,040,668 | 100% |
2010 · Form 990 · $4,381,256 spent · pay $0 · grants $3,804,837 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $3,804,837 | $3,804,837 | - | - | 86.8% | |
| Fees: investment management | $489,148 | - | $489,148 | - | 11.2% | |
| Other (as described) | Foreign taxes | $52,350 | - | $52,350 | - | 1.2% |
| Other (as described) | Administrative services | $26,700 | - | $26,700 | - | 0.6% |
| Fees: other services | $5,955 | - | $5,955 | - | 0.1% | |
| Other (as described) | Property taxes | $1,966 | - | $1,966 | - | 0.0% |
| Other (as described) | Other expenses | $300 | - | $300 | - | 0.0% |
| Total | $4,381,256 | 100% |
2009 · Form 990 · $4,369,214 spent · pay $0 · grants $3,813,254 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $3,813,254 | $3,813,254 | - | - | 87.3% | |
| Fees: investment management | $473,705 | - | $473,705 | - | 10.8% | |
| Other (as described) | Foreign taxes | $53,070 | - | $53,070 | - | 1.2% |
| Other (as described) | Administrative services | $26,040 | - | $26,040 | - | 0.6% |
| Other (as described) | Property taxes | $1,920 | - | $1,920 | - | 0.0% |
| Other (as described) | Other expenses | $1,225 | - | $1,225 | - | 0.0% |
| Total | $4,369,214 | 100% |
Comments