Civic Intelligence

Mary L and William J Osher

EIN 20-5094518 • 501(c)3 • Houston, TX

Profile

See Schedule OThe purpose of the Mary L. and William J. Osher Foundation, stated in its most general way, is the advancement of the human condition. In more particular terms, as part of its mission, the Foundation will consider the use of its assets for the attainment of advancements relating to the following fields: 1. Human rights 2. Human health 3. Education 4. Maintenance of peace and individual equanimity 5. Further development of the fruits of civilization such as arts and technical development.

5603 South Braeswood BlvdHouston, TX 77096

none

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.02x

Higher debt load relative to assets than 18% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.42x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

2nd percentile

-134%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$222,992

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 15.0% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

29th percentile

-0.1%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

95%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Down

$32,305,051

Down $27,727 (-0.1%) from 2023

Liabilities

Down

$626,442

Down $538,030 (-46%) from 2023

Net Assets

Up

$31,678,609

Up $510,303 (+1.6%) from 2023

Revenue

Up

$1,491,430

Up $727,399 (+95%) from 2023

Expenses

Up

$3,483,669

Up $2,551,080 (+274%) from 2023

Net Income

Down

-$1,992,239

Down $1,823,681 (-1082%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $31,736,219Liabilities 2010: $512,450Net Assets 2010: $31,223,7692010Assets 2011: $32,895,107Liabilities 2011: $901,300Net Assets 2011: $31,993,8072011Assets 2012: $33,965,259Liabilities 2012: $712,895Net Assets 2012: $33,252,3642012Assets 2013: $33,855,906Liabilities 2013: $2,078,616Net Assets 2013: $31,777,2902013Assets 2014: $36,503,671Liabilities 2014: $1,537,025Net Assets 2014: $34,966,6462014Assets 2015: $33,611,288Liabilities 2015: $1,213,476Net Assets 2015: $32,397,8122015Assets 2016: $32,809,992Liabilities 2016: $435,100Net Assets 2016: $32,374,8922016Assets 2017: $34,025,969Liabilities 2017: $1,726,049Net Assets 2017: $32,299,9202017Assets 2018: $35,127,155Liabilities 2018: $1,413,517Net Assets 2018: $33,713,6382018Assets 2019: $32,964,797Liabilities 2019: $2,223,830Net Assets 2019: $30,740,9672019Assets 2020: $32,883,607Liabilities 2020: $1,226,601Net Assets 2020: $31,657,0062020Assets 2021: $38,028,789Liabilities 2021: $2,478,902Net Assets 2021: $35,549,8872021Assets 2022: $31,678,792Liabilities 2022: $1,281,654Net Assets 2022: $30,397,1382022Assets 2023: $32,332,778Liabilities 2023: $1,164,472Net Assets 2023: $31,168,3062023Assets 2024: $32,305,051Liabilities 2024: $626,442Net Assets 2024: $31,678,6092024

Highlighted filing

2024

Assets$32,305,051
Liabilities$626,442
Net Assets$31,678,609

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $583,6872010Expenses 2011: $1,641,9322011Expenses 2012: $620,7002012Revenue 2013: $5,252,098Expenses 2013: $3,909,625Net Income 2013: $1,342,4732013Revenue 2014: $1,795,047Expenses 2014: $498,615Net Income 2014: $1,296,4322014Revenue 2015: $1,449,211Expenses 2015: $1,104,419Net Income 2015: $344,7922015Revenue 2016: -$845,088Expenses 2016: $450,162Net Income 2016: -$1,295,2502016Revenue 2017: $1,094,573Expenses 2017: $2,383,112Net Income 2017: -$1,288,5392017Revenue 2018: $2,308,610Expenses 2018: $1,160,565Net Income 2018: $1,148,0452018Revenue 2019: $1,519,959Expenses 2019: $3,404,052Net Income 2019: -$1,884,0932019Revenue 2020: -$356,716Expenses 2020: $766,568Net Income 2020: -$1,123,2842020Revenue 2021: $2,257,453Expenses 2021: $2,307,513Net Income 2021: -$50,0602021Revenue 2022: $1,890,341Expenses 2022: $1,875,466Net Income 2022: $14,8752022Revenue 2023: $764,031Expenses 2023: $932,589Net Income 2023: -$168,5582023Revenue 2024: $1,491,430Expenses 2024: $3,483,669Net Income 2024: -$1,992,2392024

Highlighted filing

2024

Revenue$1,491,430
Expenses$3,483,669
Net Income-$1,992,239

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.3$0.63$31.7$1.49$3.48$1.99
2023Detailed filing. Detailed filing data is available for this year.$32.3$1.16$31.2$0.76$0.93$0.17
2022Detailed filing. Detailed filing data is available for this year.$31.7$1.28$30.4$1.89$1.88$0.01
2021Detailed filing. Detailed filing data is available for this year.$38.0$2.48$35.5$2.26$2.31$0.05
2020Detailed filing. Detailed filing data is available for this year.$32.9$1.23$31.7$0.36$0.77$1.12
2019Detailed filing. Detailed filing data is available for this year.$33.0$2.22$30.7$1.52$3.40$1.88
2018Detailed filing. Detailed filing data is available for this year.$35.1$1.41$33.7$2.31$1.16$1.15
2017Detailed filing. Detailed filing data is available for this year.$34.0$1.73$32.3$1.09$2.38$1.29
2016Detailed filing. Detailed filing data is available for this year.$32.8$0.44$32.4$0.85$0.45$1.30
2015Detailed filing. Detailed filing data is available for this year.$33.6$1.21$32.4$1.45$1.10$0.34
2014Detailed filing. Detailed filing data is available for this year.$36.5$1.54$35.0$1.80$0.50$1.30
2013Summary only. Only limited summary data is available for this year.$33.9$2.08$31.8$5.25$3.91$1.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.0$0.71$33.3$0.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.9$0.90$32.0$1.64
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.7$0.51$31.2$0.58
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 15, 2025
Return Version
2023v6.0
Gross Receipts
$11,100,591
Mission and Program Overview

Mission

The purpose of the Mary L. and William J. Osher Foundation, stated in its most general way, is the advancement of the human condition. In more particular terms, as part of its mission, the Foundation will consider the use of its assets the attainment of advancements relating to the following fields:1. Human rights2. Human health3. Education4. Maintenance of peace and individual equanimity5. Further development of the fruits of civilization such as arts and technical development

Support advancement of the human condition - human rights, health, education & maintenance of peace.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$20,665,354$19,349,281▼ $1,316,073
Investments Other Securities$10,668,283$11,986,177▲ $1,317,894
Savings and Temporary Cash Investments$923,477$882,873▼ $40,604
Accounts Receivable$75,664$86,720▲ $11,056
Total Assets$32,332,778$32,305,051▼ $27,727
Liabilities
Grants Payable$1,115,000$616,000▼ $499,000
Accounts Payable and Accrued Expenses$49,472$10,442▼ $39,030
Total Liabilities$1,164,472$626,442▼ $538,030
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$31,168,306$31,678,609▲ $510,303
Total Net Assets Fund Balance$31,168,306$31,678,609▲ $510,303
Total Liabilities and Net Assets / Fund Balance$32,332,778$32,305,051▼ $27,727

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$9,498,977--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$31,168,306-▲ $3,782,956-$31,678,609
2022$30,397,138-▲ $1,505,812-$31,168,306
2021$35,549,887-▼ $3,533,104-$30,397,138
2020$31,657,006-▲ $5,928,317-$35,549,887
2019$30,740,967-▲ $1,459,599-$31,657,006
Compensation and Service Providers

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Morgan StanleyInvestment Advisor2 North Tamiami Tr, Sarasota, FL 34236$211,017
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,531,493
Other Revenue
$-40,063
Change in Net Assets
$-1,992,239
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,150,000
Other Expenses$333,669
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,150,000--$3,150,000
Fees for Service Investment Mgmnt Fees-$211,017-$211,017
Fees for Services Other-$87,902-$87,902
Other Expenses-$30,000-$30,000
Fees for Services Accounting-$4,750-$4,750
Total Functional Expenses$3,150,000$333,669$0$3,483,669
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Jewish Joint Distribution CommitteeNew York, NY501(c)(3)General support$2,150,000
Jewish Federation of Greater HoustonHouston, TX501(c)(3)General support$850,000
Houston Jewish Community FoundationHouston, TX501(c)(3)General support$100,000
Hand in Hand-Center for Jewish-Arab EducationPortland, OR501(c)(3)General support$50,000

International Summary

Offices
0
Employees
0
Spending
$6,792,745

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$5,922,676
North AmericaInvestments-00$497,491
Europe (including Iceland & Greenland)Investments-00$372,578
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

Anne Osher, Elizabeth Osher Del-Pico and Henry P. Osher have a family relationship.

Form 990, Part VI, Section A, line 7A

The directors of the Foundation are divided into two classes: the Federation Class and the Donor Class. The Federation directors shall always constitute a majority of the directors and may not be persons who are at the time related or subordinate to the Foundation's founder, Dr. William Osher. The Federation directors are appointed by the Jewish Federation of Greater Houston. The Donor directors are appointed by the Founder during his lifetime and by his designee thereafter.

Form 990, Part VI, Section B, line 11B

The Form 990 is initially reviewed by the Houston Jewish Community Foundation's staff accountant and CFO. The Form is then reviewed by the Executive Director of the Houston Jewish Community Foundation. A copy is then provided to all Board Members prior to filing.

Form 990, Part VI, Section B, line 12C

Board Members answer a questionnaire that covers any potential conflicts of interest that may exist as well as familial and/or business relationships with other Board Members or employees.

Form 990, Part VI, Section C, line 19

Upon request.

Form 990, Part VII - Compensation Explanation

Suzanne Jacobson spends 40 hours per week in her position as Sr. Vice President of Major Gifts for the Jewish Federation of Greater Houston. She receives no compensation for services provided to the Mary L. & William J. Osher Foundation.

Filing and Contact Details

Filer

Filer Name
Mary L and William J Osher
EIN
20-5094518
Phone
3466994523
Address
5603 South Braeswood Blvd, Houston, TX 77096

Signing Officer

Name
Michael Rubenstein
Title
President
Phone
3466994523
Signed
2025-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Rubenstein
Formed
2006
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
7

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Susanna Blackmon
Phone
7134395739
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

The Mary L. & William J. Osher Foundation holds funds to support the mission of the Jewish Federation of Greater Houston to preserve and enrich Jewish communal life through innovative and visionary leadership that is responsive and responsible to Jewish communities locally, nationally, in Israel, and around the world.

Raw XML AppendixShowing 400 of 602 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.

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IRS990/Desc0The Mary L. & William J. Osher Foundation, as stated in its Articles of Incorporation, is organized exclusively for charitable, educational, and religious purposes to conduct and support activities for the benefit of, or to carry out, the purposes of the Jewish Federation of Greater Houston. The Mary L. & William J. Osher Foundation accomplishes these goals by awarding grants to charitable, educational, and religious organizations.
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IRS990/MissionDesc0See Schedule OThe purpose of the Mary L. and William J. Osher Foundation, stated in its most general way, is the advancement of the human condition. In more particular terms, as part of its mission, the Foundation will consider the use of its assets for the attainment of advancements relating to the following fields: 1. Human rights 2. Human health 3. Education 4. Maintenance of peace and individual equanimity 5. Further development of the fruits of civilization such as arts and technical development.
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0761559
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0269973
IRS990/NetUnrelatedBusTxblIncmAmt0204556
IRS990/NetUnrlzdGainsLossesInvstAmt02502542
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt031168306
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt031678609
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UBI taxes
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt030000
IRS990/OtherExpensesGrp/TotalAmt030000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1525990
IRS990/OtherRevenueMiscGrp/Desc0Settlement income
IRS990/OtherRevenueMiscGrp/Desc1UBTI from K-1s
IRS990/OtherRevenueMiscGrp/ExclusionAmt0626
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0626
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-40689
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-40689
IRS990/OtherRevenueTotalAmt0-40063
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Michael Rubenstein
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0600000
IRS990/PYInvestmentIncomeAmt0828282
IRS990/PYOtherExpensesAmt0332589
IRS990/PYOtherRevenueAmt0-64251
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-168558
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0932589
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0764031
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1992239
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0923477
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0882873
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Mary L. & William J. Osher Foundation is organized to conduct and support activities for the benefit of, or to carry out, the purposes of the Jewish Federation of Greater Houston. The Mary L. & William J. Osher Foundation accomplishes these goals by awarding grants to the Jewish Federation of Greater Houston as well as other charitable, educational and religious organizations for purposes consistent with the mission of the Jewish Federation of Greater Houston.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV- Description Of Grants Or Provided Benefits To Others
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741109654
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03483669
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Jewish Federation of Greater Houston
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03483669
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0122653
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt031168306
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt031678609
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt03150000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03782956
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0134644
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt030397138
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt031168306
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0600000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01505812
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0119645
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt035549887
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt030397138
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01500000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-3533104
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt096436
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt031657006
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt035549887
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01939000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05928317
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt098560
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt030740967
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt031657006
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0445000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01459599
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02487200
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt19498977
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Hedge funds
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Private equity partnerships
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Mary L. & William J. Osher Foundation holds funds to support the mission of the Jewish Federation of Greater Houston to preserve and enrich Jewish communal life through innovative and visionary leadership that is responsive and responsible to Jewish communities locally, nationally, in Israel, and around the world.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt011986177
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt05922676
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt1372578
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt2497491
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0Central America and the Caribbean
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1Europe (including Iceland & Greenland)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2North America
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Investments
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1Investments
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2Investments
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd01
IRS990ScheduleF/ForeignPartnershipInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt06792745
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0The amounts reported in Part I, column (f) reflect the fair value of foreign investments held as of the end of the fiscal year.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3f - Investments & Expenditures Per Region
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt06792745
IRS990ScheduleF/TransferToForeignCorpInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0100000
IRS990ScheduleI/RecipientTable/CashGrantAmt1850000
IRS990ScheduleI/RecipientTable/CashGrantAmt22150000
IRS990ScheduleI/RecipientTable/CashGrantAmt350000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3General support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Houston Jewish Community Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Jewish Federation of Greater Houston
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2American Jewish Joint Distribution Committee
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Hand in Hand-Center for Jewish-Arab Education
IRS990ScheduleI/RecipientTable/RecipientEIN0760187329
IRS990ScheduleI/RecipientTable/RecipientEIN1741109654
IRS990ScheduleI/RecipientTable/RecipientEIN2131656634
IRS990ScheduleI/RecipientTable/RecipientEIN3931269590
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05603 South Braeswood Blvd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15603 South Braeswood Blvd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2220 East 42nd St Ste 400
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO Box 80102
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Houston
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Houston
IRS990ScheduleI/RecipientTable/USAddress/CityNm2New York
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Portland
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077096
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd177096
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd210017
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd397280
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Organizations that receive funds/grants from the Mary L. and William J. Osher Foundation are required to execute a "Grant Agreement" that commits the organization to use the funds for the purpose for which they were granted, keep financial records to adequately account for the funds, and submit a written status report six months from the date of the grant distribution. The status report must contain an updated budget and expense report for the grant period and a one-page report summarizing and evaluating the use of the grant funds.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00

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