Civic Intelligence

The Sarofim Foundation

EIN 37-2090276 • Houston, TX

Pub. 78 EligibleNTEE T20
PO Box 52830Houston, TX 77052-2830
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$2,567,962,045

Up $2,567,962,045 from 2023

Liabilities

Up

$16,000,000

Up $16,000,000 from 2023

Net Assets

Up

$2,551,962,045

Up $2,551,962,045 from 2023

Operations

Revenue

Up

$246,503,858

Up $246,503,858 from 2023

Expenses

Up

$32,651,721

Up $32,651,721 from 2023

Net Income

Up

$213,852,137

Up $213,852,137 from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0B$2.0B$1.0B$0Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $2,567,962,045Liabilities 2024: $16,000,000Net Assets 2024: $2,551,962,0452024

Highlighted filing

2024

Assets$2,567,962,045
Liabilities$16,000,000
Net Assets$2,551,962,045
Open 2024 Filing

Operations Trend

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

$300M$200M$100M$0Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $246,503,858Expenses 2024: $32,651,721Net Income 2024: $213,852,1372024

Highlighted filing

2024

Revenue$246,503,858
Expenses$32,651,721
Net Income$213,852,137
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,567,962,045
Liabilities
$16,000,000
Net assets
$2,551,962,045
Revenue
$246,503,858
Expenses
$32,651,721
Net income
$213,852,137
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2,568$16.0$2,552$247$32.7$214
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 1, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ryan DoliboisExecutive Director-$298,549$16,192$314,741
CHRISTOPHER B SAROFIMDirector-$0--
RAYE G WHITEDirector-$0--
William Gentry Lee JrDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Sarofim Foundation
EIN
37-2090276
In Care Of
% THE SAROFIM FOUNDATION
Phone
7136544484
Address
PO BOX 52830, HOUSTON, TX 77052-2830

Signing Officer

Name
Ryan Dolibois
Title
Executive Director
Phone
7136544484
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Pannell Kerr Forster of Texas PC
Address
5847 San Felipe Suite 2600, Houston, TX 77057-3092
Preparer
Emily Smikal
Phone
7138601400
Raw XML AppendixShowing 400 of 1,034 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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DistributionFromCorpusElection/ElectionDesc0Pursuant to IRC Sec. 4942(h)(2) and Reg. 53.4942(a)-3(d)(2), the Foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of corpus.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2William Gentry Lee Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Ryan Dolibois
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE SAROFIM FOUNDATION
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Upon receipt of a grant request, the Foundation requires the applicant to furnish the Foundation with specified information set forth in the Foundation's due diligence checklist, including, without limitation, information regarding the Applicant's formation as a nonprofit entity; tax-exempt and public charity status under Section 501(c)(3); governance, charitable activities, financials, and key personnel. If the grant request is approved by the Foundation's Trustees, the Foundation requires the Applicant to enter into a grant letter agreement with the Foundation outlining and confirming the Applicant's public charity status under Section 501(c)(3) and proposed use of the grant funds consistent with the Foundation's charitable mission.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RYAN DOLIBOIS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07136544484
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0The Foundation does not make grants to organizations that are not recognized by the Internal Revenue Service as tax-exempt public charities under Section 501(c)(3) and Sections 509(a)(1), 509(a)(2), and 509(a)(3), including, without limitation, private foundations and private operating foundations described under Section 501(c)(3). In addition, the Foundation does not make grants to individuals, including, without limitation, grants to support scholarships programs organized for individual recipients.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0REQUIRED CHECKLISTS AND DOCUMENTATIONS MUST BE SUBMITTED TO THE FOUNDATION WITHIN 60 DAYS OF THE INI
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1General Charitable purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0Princeton University
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1Baylor College of Medicine
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0701 Carnegie Center Suite 445
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt1One Baylor Plz BCM 200
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL CHARITABLE PURPOSES

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