Civic Intelligence

The Sarofim Foundation

990PF • Fiscal year 2012 • EIN 23-7065248

Jul 01, 2011 to Jun 30, 2012 • Filed on Feb 14, 2013

Organization Profile
PO Box 5283077052-2830
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets19th percentile

Assets

$9,436,442

No earlier filing loaded for comparison.

Net Assets

$9,436,442

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$778,218

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0Assets 2012: $9,436,442Liabilities 2012: $0Net Assets 2012: $9,436,4422012Assets 2013: $9,465,936Liabilities 2013: $0Net Assets 2013: $9,465,9362013Assets 2014: $8,884,219Liabilities 2014: $0Net Assets 2014: $8,884,2192014Assets 2015: $8,313,534Liabilities 2015: $0Net Assets 2015: $8,313,5342015Assets 2017: $8,785,812Liabilities 2017: $0Net Assets 2017: $8,785,8122017Assets 2018: $8,622,604Liabilities 2018: $0Net Assets 2018: $8,622,6042018Assets 2019: $8,703,551Liabilities 2019: $0Net Assets 2019: $8,703,5512019Assets 2020: $8,347,569Liabilities 2020: $0Net Assets 2020: $8,347,5692020Assets 2021: $8,225,415Liabilities 2021: $0Net Assets 2021: $8,225,4152021Assets 2022: $28,099,480Liabilities 2022: $0Net Assets 2022: $28,099,4802022

Highlighted filing

2012

Assets$9,436,442
Liabilities$0
Net Assets$9,436,442
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MExpenses 2012: $778,2182012Expenses 2013: $848,5122013Revenue 2014: $968,528Expenses 2014: $1,550,245Net Income 2014: -$581,7172014Revenue 2015: $1,008,591Expenses 2015: $1,579,276Net Income 2015: -$570,6852015Revenue 2017: $1,848,530Expenses 2017: $1,572,774Net Income 2017: $275,7562017Revenue 2018: $1,599,431Expenses 2018: $1,744,253Net Income 2018: -$144,8222018Revenue 2019: $1,915,074Expenses 2019: $1,818,227Net Income 2019: $96,8472019Revenue 2020: $1,540,523Expenses 2020: $1,877,467Net Income 2020: -$336,9442020Revenue 2021: $1,739,610Expenses 2021: $1,846,477Net Income 2021: -$106,8672021Revenue 2022: $21,865,705Expenses 2022: $1,967,588Net Income 2022: $19,898,1172022

Highlighted filing

2012

Revenue-
Expenses$778,218
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Feb 14, 2013
Return Version
2011v1.5
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FAYEZ SAROFIMTrustee-$0--
CHRISTOPHER B SAROFIMTrustee-$0--
RAYE G WHITETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTEXAS HEART INSTITUTEPROGRAMS IN CARDIOVASCULAR RESEARCH AND EDUCATION-HOUSTON, TX, US$500,000
Paid GrantMUSEUM OF FINE ARTS HOUSTONANNUAL FUND DRIVE-HOUSTON, TX, US$225,000
Paid GrantST GEORGE'S SCHOOLANNUAL FUND-NEWPORT, RI, US$25,000
Filing and Contact Details

Filer

EIN
23-7065248
Raw XML AppendixShowing 400 of 445 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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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0750407
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10525281
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20550182
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30535181
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40961481
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear501220092
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.165828
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0750407
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions0750407
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0750407
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10FAYEZ SAROFIM
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07136544484
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10TWO HOUSTON CTR 2907
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0HOUSTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0770101083
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0TX
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10THE FOUNDATION HAD NO DIRECT CHARITABLE ACTIVITIES DURING THE TAXABLE YEAR.
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0UPON RECEIPT OF REQUEST, FOUNDATION REQUIRES APPLICANT TO FURNISH SPECIFIED INFORMATION SET FORTH IN A CHECKLIST. IF THE REQUEST IS APPROVED, APPLICANT WILL ALSO HAVE TO EXECUTE A LETTER AGREEMENT THAT CONFIRMS USE OF GRANT FUNDS AND APPLICANT'S NON PRIVATE FOUNDATION STATUS.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0FAYEZ SAROFIM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber07136544484
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10TWO HOUSTON CENTER SUITE 2907
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0HOUSTON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode077010
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0THE FOUNDATION WILL NOT MAKE GRANTS TO OTHER PRIVATE FOUNDATIONS, AND IT WILL NOT MAKE GRANTS TO SUPPORT SCHOLARSHIP PROGRAMS.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NO DEADLINE, BUT REQUESTS SHOULD BE SUBMITTED TAKING INTO ACCOUNT THE REQUIREMENT THAT THE APPLICANT
IRS990PF/SupplementaryInformation/ContributingManager0FAYEZ SAROFIM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount025000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1225000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0ANNUAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1ANNUAL FUND DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2PROGRAMS IN CARDIOVASCULAR RESEARCH AND EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ST GEORGE'S SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11MUSEUM OF FINE ARTS HOUSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12TEXAS HEART INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NO RELATIONSHIP - PUBLIC CHARITY-NOT A PRIVATE FDN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NO RELATIONSHIP - PUBLIC CHARITY-NOT A PRIVATE FDN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NO RELATIONSHIP - PUBLIC CHARITY-NOT A PRIVATE FDN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10P O BOX 1910
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 6826
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 20345
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NEWPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1HOUSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2HOUSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0RI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002840
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1772656826
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode2772250345
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0750000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0425321
IRS990PF/UndistributedIncome/AppliedToYear10325086
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted01243384
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYear302007
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0750407
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0818063
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0325086
OtherAssetsSchedule/OtherAssets/BOYBookValue04044
OtherAssetsSchedule/OtherAssets/BOYBookValue16058
OtherAssetsSchedule/OtherAssets/Description0PREPAID EXCISE TAX
OtherAssetsSchedule/OtherAssets/Description1RECOVERABLE FOREIGN TAX
OtherAssetsSchedule/OtherAssets/EOYBookValue06217
OtherAssetsSchedule/OtherAssets/EOYBookValue111847
OtherAssetsSchedule/OtherAssets/EOYFMV06217
OtherAssetsSchedule/OtherAssets/EOYFMV111847
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome07

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,436,442
Liabilities
$0
Net assets
$9,436,442
Revenue
-
Expenses
$778,218
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.1$0.00$28.1$21.9$1.97$19.9
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.23$0.00$8.23$1.74$1.85$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.35$0.00$8.35$1.54$1.88$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.70$0.00$8.70$1.92$1.82$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.62$0.00$8.62$1.60$1.74$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.79$0.00$8.79$1.85$1.57$0.28
2015Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$1.01$1.58$0.57
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.88$0.00$8.88$0.97$1.55$0.58
2013Detailed filing. Detailed filing data is available for this year.$9.47$0.00$9.47$0.85
2012Detailed filing. Detailed filing data is available for this year.$9.44$0.00$9.44$0.78