Civic Intelligence

The Mary Alice Smith Charitable Foundation

990PF • Fiscal year 2017 • EIN 20-0532337

Jun 01, 2016 to May 31, 2017 • Filed on Nov 17, 2017

Organization Profile
712 Main Street Suite 1900Houston, TX 77002

(713) 632-1300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

41st percentile

2.0%

Faster asset growth than 41% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

85%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$13,504,062

Up $265,960 (+2.0%) from 2016

Net Assets

Up

$13,504,062

Up $265,960 (+2.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin83rd percentile

Revenue

Up

$1,223,070

Up $560,310 (+85%) from 2016

Expenses

Down

$814,789

Down $252,843 (-24%) from 2016

Net Income

Up

$408,281

Up $813,153 (+201%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2012: $13,799,794Liabilities 2012: $02012Assets 2013: $14,046,239Liabilities 2013: $0Net Assets 2013: $14,046,2392013Assets 2014: $13,107,552Liabilities 2014: $0Net Assets 2014: $13,086,8942014Assets 2015: $13,683,056Liabilities 2015: $0Net Assets 2015: $13,683,0562015Assets 2016: $13,238,102Liabilities 2016: $0Net Assets 2016: $13,238,1022016Assets 2017: $13,504,062Liabilities 2017: $0Net Assets 2017: $13,504,0622017Assets 2018: $14,164,908Liabilities 2018: $0Net Assets 2018: $14,164,9082018Assets 2019: $14,535,899Liabilities 2019: $0Net Assets 2019: $14,535,8992019Assets 2020: $15,159,440Liabilities 2020: $0Net Assets 2020: $15,159,4402020Assets 2021: $15,315,707Liabilities 2021: $0Net Assets 2021: $15,315,7072021Assets 2022: $15,028,485Liabilities 2022: $0Net Assets 2022: $15,028,4852022Assets 2023: $14,568,780Liabilities 2023: $0Net Assets 2023: $14,568,7802023Assets 2024: $14,186,961Liabilities 2024: $0Net Assets 2024: $14,186,9612024Assets 2025: $15,223,170Liabilities 2025: $0Net Assets 2025: $15,223,1702025

Highlighted filing

2017

Assets$13,504,062
Liabilities$0
Net Assets$13,504,062
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2012: $566,756Expenses 2012: $762,759Net Income 2012: -$196,0032012Expenses 2013: $752,1482013Revenue 2014: $909,127Expenses 2014: $888,469Net Income 2014: $20,6582014Revenue 2015: $1,571,110Expenses 2015: $964,190Net Income 2015: $606,9202015Revenue 2016: $662,760Expenses 2016: $1,067,632Net Income 2016: -$404,8722016Revenue 2017: $1,223,070Expenses 2017: $814,789Net Income 2017: $408,2812017Revenue 2018: $1,340,977Expenses 2018: $741,823Net Income 2018: $599,1542018Revenue 2019: $1,671,635Expenses 2019: $884,246Net Income 2019: $787,3892019Revenue 2020: $1,216,105Expenses 2020: $829,728Net Income 2020: $386,3772020Revenue 2021: $1,859,504Expenses 2021: $1,446,876Net Income 2021: $412,6282021Revenue 2022: $1,097,414Expenses 2022: $1,348,399Net Income 2022: -$250,9852022Revenue 2023: $816,294Expenses 2023: $1,254,443Net Income 2023: -$438,1492023Revenue 2024: $900,151Expenses 2024: $1,273,783Net Income 2024: -$373,6322024Revenue 2025: $1,075,878Expenses 2025: $18,181Net Income 2025: $1,057,6972025

Highlighted filing

2017

Revenue$1,223,070
Expenses$814,789
Net Income$408,281
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Nov 17, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dan J Harrison IIICo-Trustee-$0--
WILLIAM B HARRISONCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Mary Alice Smith Charitable Foundation
EIN
20-0532337
In Care Of
% HARRISON INTERESTS LTD
Phone
7136321300
Address
712 Main Street Suite 1900, Houston, TX 77002

Signing Officer

Name
Dan J Harrison Iii
Title
Director
Phone
7136321300
Signed
2017-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
811 Main Street, Houston, TX 77002
Preparer
Lauren G Brown
Phone
7133192000
Raw XML Appendix344 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt014765
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0KPMG LLP- ACCOUNTING AND TAX
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt014765
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0533760
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0688852
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0458
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01223070
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01223070
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt014765
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt014765
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0688852
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0745000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0745000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0533760
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0533760
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0408281
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05457054
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt017983
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt017983
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0688852
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01153281
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt037041
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt037041
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0458
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0458
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0745000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt069789
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0814789
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01223070
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01223070
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt069789
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt069789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01615860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13153803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0143129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1545723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0143101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1544290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01758961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13698093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT TERM GAINS (ATTACHMENT 10)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG TERM GAINS (ATTACHMENT 11)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0688852
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0408281
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0142321
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013646383
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt013238102
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013504062
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0706373
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0706373
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0706373
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0717906
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011533
IRS990PF/DistributableAmountGrp/TotalTaxAmt011533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt07333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04200
IRS990PF/FMVAssetsEOYAmt015014451
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04842172
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04894675
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04936081
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07874049
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08121988
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09590971
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt013238102
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt013504062
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0521881
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0487399
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0487399
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt013238102
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013504062
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt015014451
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt013238102
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013504062
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt013238102
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013504062
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt014576764
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0219142
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt014357622
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0218651
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0717906
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt014358113
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt014576764
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Dan J Harrison III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM B HARRISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0712 MAIN ST SUITE 1900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11000 LOUISIANA STREET SUITE 7000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0SUITE 7000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077002
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd177002
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0699240
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0710773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0776249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0770000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0710000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0703879
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0702385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.0487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052411
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045152
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt011533
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt014358113
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt014810759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt016090328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt015724751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt014494084
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt014184389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0745000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.243499
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0733467
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0745000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt011533
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0745000
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0712 MAIN STREET SUITE 1900
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077002
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HARRISON INTERESTS LTD
IRS990PF/StatementsRegardingActyGrp/PhoneNum07136321300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt257500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4372500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt515000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0charitable contribution to qualified organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1charitable contribution to qualified organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2charitable contribution to qualified organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3charitable contribution to qualified organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4charitable contribution to qualified organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5charitable contribution to qualified organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Baylor College of Medicine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Texas Childrens Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Caesar Kleberg Wildlife Research Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Houston Methodist Hospital Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF IOWA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Memorial Park Conservancy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 Baylor Plaza
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16621 Fannin St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2700 University Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36565 Fannin Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41 W Park Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt56501 1/2 Memorial Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0MSC 218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Kingsville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Iowa City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278363
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd377030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd452242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd577007
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0745000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011636
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0733364
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0706373
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0745000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0694737
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0733364
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0BAKER BOTTS LLP- LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1YTTERBERG DEERY- LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02892
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt115091
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02892
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt115091
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0142321
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER DECREASES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CUSTODIAL/MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt037041
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt037041
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Miscellaneous Income- GOLDMAN SACHS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0458
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0458
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID/WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt12014 EXCISE TAX RETURN PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt22015 EXCISE TAX EST. PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt3IRS INTEREST INCOME
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN J HARRISON III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07136321300
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARY ALICE SMITH CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0200532337
ReturnHeader/Filer/InCareOfNm0% HARRISON INTERESTS LTD
ReturnHeader/Filer/PhoneNum07136321300
ReturnHeader/Filer/USAddress/AddressLine1Txt0712 Main Street Suite 1900
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077002
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E3B4C7A63E473F56988B0D2E6A6BA19D4690FA98
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E3B4C7A63E473F56988B0D2E6A6BA19D4690FA98
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId076030320173245000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.102.5
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0811 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077002
ReturnHeader/PreparerPersonGrp/PhoneNum07133192000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lauren G Brown
ReturnHeader/ReturnTs02017-11-20T09:17:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,504,062
Liabilities
$0
Net assets
$13,504,062
Revenue
$1,223,070
Expenses
$814,789
Net income
$408,281
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$1.08$0.02$1.06
2024Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.90$1.27$0.37
2023Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$0.82$1.25$0.44
2022Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$1.10$1.35$0.25
2021Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$1.86$1.45$0.41
2020Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$1.22$0.83$0.39
2019Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$1.67$0.88$0.79
2018Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$1.34$0.74$0.60
2017Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$1.22$0.81$0.41
2016Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.66$1.07$0.40
2015Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$1.57$0.96$0.61
2014Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.91$0.89$0.02
2013Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.75
2012Summary only. Only limited summary data is available for this year.$13.8$0.00$0.57$0.76$0.20