Holly Hall Endowment Foundation

EIN 46-2695510 • 501(c)3 • Houston, TX

Profile

The purpose of the Holly Hall Endowment Foundation is to create and manage an endowment for the exclusive benefit and support of Holly Hall. Holly Hall is a Christian retirement community offering care for Independent, assisted and Healthcare living for residents, both men and women, of varying needs in a loving, home-like facility.

2000 Holly Hall StreetHouston, TX 77054

n/A

Siviq Scores

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

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2025

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

-7.8%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet

Liabilities / Assets60th percentile

Assets

Down

$19,087

Down $920 (-4.6%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

Down

$19,087

Down $920 (-4.6%) from 2023

Operations

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

Down

Down $2,500 (-100%) from 2023

Expenses

Down

$1,610

Down $926 (-37%) from 2023

Net Income

Down

-$1,610

Down $1,574 (-4372%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

Highlighted filing

2025

Assets$19,087

Liabilities$0

Net Assets$19,087

Open 2025 Filing

Operations Trend

Revenue Growth3rd percentile

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

Highlighted filing

2025

Revenue$0

Expenses$1,610

Net Income-$1,610

Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $19,087
Liabilities: $0
Net assets: $19,087
Revenue: $0
Expenses: $1,610
Net income: -$1,610

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$19.1	$0.00	$19.1	$0.00	$1.61	$1.61
2023Detailed filing. Detailed filing data is available for this year.	$20.0	$0.00	$20.0	$2.50	$2.54	$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$21.8	$1.75	$20.0	$20.0	$2.35	$17.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.79	$1.39	$2.40	$2.50	$2.29	$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.53	$1.34	$2.19	$2.50	$2.16	$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.65	$0.80	$1.85	$0.00	$4.69	$4.69
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$7.84	$1.30	$6.54	$0.00	$6.02	$6.02
2017Detailed filing. Detailed filing data is available for this year.	$14.5	$1.97	$12.6	$0.00	$8.62	$8.62
2015Detailed filing. Detailed filing data is available for this year.	$30.2	$7.11	$23.1	$45.5	$22.5	$23.1
2014Detailed filing. Detailed filing data is available for this year.	$0.00		$0.00	$11.6	$11.6	$0.00

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Apr 1, 2024 to Mar 31, 2025
Signed: Feb 2, 2026
Return Version: 2024v5.1
Gross Receipts: $0

Mission and Program Overview

Mission

The purpose of the holly hall endowment foundation is to create and manage an endowment for the exclusive benefit and support of holly hall. Holly hall is a christian retirement community, offering care for independent, assisted and healthcare living for residents, both men and women, of varying needs in a loving, home-like facility.

Program Services

Description	Grants	Expenses
THE HOLLY HALL ENDOWMENT FOUNDATION CONTINUED TO BE IN AN ORGANIZATIONAL STAGE. ONCE IT IS FULLY OPERATIONAL, IT WILL SUPPORT AND BENEFIT HOLLY HALL BY (A) SOLICITING, RECEIVING, HOLDING, INVESTING AND MANAGING GIFTS, GRANTS, CONTRIBUTIONS AND BEQUESTS THROUGH AN ENDOWMENT FUND IN ORDER TO SUPPORT THE LONG-TERM MISSION, GOALS, PURPOSES AND MINISTRIES OF HOLLY HALL, (B) MAKING PERIODIC DISTRIBUTIONS TO HOLLY HALL AND/OR ENGAGING IN ACTIVITIES THAT SUPPORT AND BENEFIT THE MISSION OF HOLLY HALL.	-	-

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
TOM A MENGES	Director	-	$0	-	-
JERRY MCNEILL	Director	-	$0	-	-
JAMES P HOUSTOUN III	Chairman	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Holly Hall Endowment Foundation
EIN: 46-2695510
Phone: 7137999031
Address: 2000 Holly Hall Street, Houston, TX 77054

Signing Officer

Name: James P Houstoun III
Title: Chairman
Phone: 7137999031
Signed: 2026-02-02
Discuss with paid preparer: Yes

Preparer

Firm: Forvis Mazars LLP
Address: 2700 Post Oak Blvd Ste 1500, Houston, TX 77056
Preparer: Amanda Maya
Phone: 7134994600

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 Other Expenses

“S, g & a expense - 1575; bank fees - 35;”

Form 990-EZ, Part III, Exempt Purpose PRIMARY EXEMPT PURPOSE

“The purpose of the holly hall endowment foundation is to create and manage an endowment for the exclusive benefit and support of holly hall. Holly hall is a christian retirement community, offering care for independent, assisted and healthcare living for residents, both men and women, of varying needs in a loving, home-like facility.”

Form 990EZ, Part III, Line 28 DESCRIPTION OF OTHER PROGRAM SERVICES

“The holly hall endowment foundation continued to be in an organizational stage. Once it is fully operational, it will support and benefit holly hall by (a) soliciting, receiving, holding, investing and managing gifts, grants, contributions and bequests through an endowment fund in order to support the long-term mission, goals, purposes and ministries of holly hall, (b) making periodic distributions to holly hall and/or engaging in activities that support and benefit the mission of holly hall.”

Raw XML Appendix147 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
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	HOLLY HALL
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	7137999031
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	2000 HOLLY HALL STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	HOUSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	77054
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	20697
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	19087
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-1610
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	20697
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	19087
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	0
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	0
IRS990EZ/GrossProfitLossSlsOfInvntryAmt	0	0
IRS990EZ/GrossReceiptsAmt	0	0
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LoansToFromOfficersAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	20697
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	19087
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	20697
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	19087
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	TOM A MENGES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	JERRY MCNEILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	JAMES P HOUSTOUN III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	CHAIRMAN
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	1610
IRS990EZ/OtherRevenueTotalAmt	0	0
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	THE PURPOSE OF THE HOLLY HALL ENDOWMENT FOUNDATION IS TO CREATE AND MANAGE AN ENDOWMENT FOR THE EXCLUSIVE BENEFIT AND SUPPORT OF HOLLY HALL. HOLLY HALL IS A CHRISTIAN RETIREMENT COMMUNITY, OFFERING CARE FOR INDEPENDENT, ASSISTED AND HEALTHCARE LIVING FOR RESIDENTS, BOTH MEN AND WOMEN, OF VARYING NEEDS IN A LOVING, HOME-LIKE FACILITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	THE HOLLY HALL ENDOWMENT FOUNDATION CONTINUED TO BE IN AN ORGANIZATIONAL STAGE. ONCE IT IS FULLY OPERATIONAL, IT WILL SUPPORT AND BENEFIT HOLLY HALL BY (A) SOLICITING, RECEIVING, HOLDING, INVESTING AND MANAGING GIFTS, GRANTS, CONTRIBUTIONS AND BEQUESTS THROUGH AN ENDOWMENT FUND IN ORDER TO SUPPORT THE LONG-TERM MISSION, GOALS, PURPOSES AND MINISTRIES OF HOLLY HALL, (B) MAKING PERIODIC DISTRIBUTIONS TO HOLLY HALL AND/OR ENGAGING IN ACTIVITIES THAT SUPPORT AND BENEFIT THE MISSION OF HOLLY HALL.
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	0
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TotalExpensesAmt	0	1610
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	0
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd	0	true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd	0	false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd	0	false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd	0	true
IRS990ScheduleA/OtherSupportSumAmt	0	0
IRS990ScheduleA/SupportedOrganizationsCnt	0	1
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	741157354
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	0	9
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	0	HOLLY HALL
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType1Ind	0	X
IRS990ScheduleA/SupportSumAmt	0	0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	S, G & A EXPENSE - 1575; BANK FEES - 35;
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	THE PURPOSE OF THE HOLLY HALL ENDOWMENT FOUNDATION IS TO CREATE AND MANAGE AN ENDOWMENT FOR THE EXCLUSIVE BENEFIT AND SUPPORT OF HOLLY HALL. HOLLY HALL IS A CHRISTIAN RETIREMENT COMMUNITY, OFFERING CARE FOR INDEPENDENT, ASSISTED AND HEALTHCARE LIVING FOR RESIDENTS, BOTH MEN AND WOMEN, OF VARYING NEEDS IN A LOVING, HOME-LIKE FACILITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	THE HOLLY HALL ENDOWMENT FOUNDATION CONTINUED TO BE IN AN ORGANIZATIONAL STAGE. ONCE IT IS FULLY OPERATIONAL, IT WILL SUPPORT AND BENEFIT HOLLY HALL BY (A) SOLICITING, RECEIVING, HOLDING, INVESTING AND MANAGING GIFTS, GRANTS, CONTRIBUTIONS AND BEQUESTS THROUGH AN ENDOWMENT FUND IN ORDER TO SUPPORT THE LONG-TERM MISSION, GOALS, PURPOSES AND MINISTRIES OF HOLLY HALL, (B) MAKING PERIODIC DISTRIBUTIONS TO HOLLY HALL AND/OR ENGAGING IN ACTIVITIES THAT SUPPORT AND BENEFIT THE MISSION OF HOLLY HALL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 16 Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part III, Exempt Purpose PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Form 990EZ, Part III, Line 28 DESCRIPTION OF OTHER PROGRAM SERVICES
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	James P Houstoun III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7137999031
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2026-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Holly Hall Endowment Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	HOLL
ReturnHeader/Filer/EIN	0	462695510
ReturnHeader/Filer/PhoneNum	0	7137999031
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2000 Holly Hall Street
ReturnHeader/Filer/USAddress/CityNm	0	Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	77054
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Forvis Mazars LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2700 Post Oak Blvd Ste 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	77056
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7134994600
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2026-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Amanda Maya
ReturnHeader/ReturnTs	0	2026-02-02T14:39:22+00:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2024-04-01
ReturnHeader/TaxPeriodEndDt	0	2025-03-31
ReturnHeader/TaxYr	0	2024