Civic Intelligence

Albert & Ethel Herzstein Charitable Foundation

EIN 74-6070484 • Houston, TX

6131 WestviewHouston, TX 77055
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

21st percentile

$174,752

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

47th percentile

4.5%

Faster asset growth than 47% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

112%

Faster revenue growth than 91% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Up

$132,253,761

Up $5,724,588 (+4.5%) from 2023

Liabilities

Up

$31,732

Up $24,191 (+321%) from 2023

Net Assets

$132,222,029

No earlier filing loaded for comparison.

Revenue

Up

$19,919,271

Up $10,528,186 (+112%) from 2023

Expenses

Up

$6,955,708

Up $792,648 (+13%) from 2023

Net Income

Up

$12,963,563

Up $9,735,538 (+302%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2011: $89,052,531Liabilities 2011: $8,4732011Assets 2012: $97,836,563Liabilities 2012: $6,2652012Assets 2013: $101,922,549Liabilities 2013: $18,7512013Assets 2014: $97,673,216Liabilities 2014: $14,8332014Assets 2015: $87,268,981Liabilities 2015: $11,3772015Assets 2019: $101,290,816Liabilities 2019: $79,6112019Assets 2020: $99,878,594Liabilities 2020: $102,774Net Assets 2020: $99,775,8202020Assets 2021: $124,850,543Liabilities 2021: $1,3952021Assets 2022: $125,541,648Liabilities 2022: $4,016Net Assets 2022: $125,537,6322022Assets 2023: $126,529,173Liabilities 2023: $7,5412023Assets 2024: $132,253,761Liabilities 2024: $31,732Net Assets 2024: $132,222,0292024

Highlighted filing

2024

Assets$132,253,761
Liabilities$31,732
Net Assets$132,222,029

Operations Trend

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

$20M$10M$0-$10MRevenue 2011: $8,556,002Expenses 2011: $4,345,478Net Income 2011: $4,210,5242011Revenue 2012: $2,809,155Expenses 2012: $5,337,202Net Income 2012: -$2,528,0472012Revenue 2013: $6,810,183Expenses 2013: $6,372,558Net Income 2013: $437,6252013Revenue 2014: $5,701,250Expenses 2014: $8,254,508Net Income 2014: -$2,553,2582014Revenue 2015: $3,761,891Expenses 2015: $5,339,125Net Income 2015: -$1,577,2342015Revenue 2019: $6,144,214Expenses 2019: $5,189,814Net Income 2019: $954,4002019Revenue 2020: $7,243,231Expenses 2020: $5,376,434Net Income 2020: $1,866,7972020Revenue 2021: $10,997,711Expenses 2021: $5,307,425Net Income 2021: $5,690,2862021Revenue 2022: $4,698,650Expenses 2022: $5,069,683Net Income 2022: -$371,0332022Revenue 2023: $9,391,085Expenses 2023: $6,163,060Net Income 2023: $3,228,0252023Revenue 2024: $19,919,271Expenses 2024: $6,955,708Net Income 2024: $12,963,5632024

Highlighted filing

2024

Revenue$19,919,271
Expenses$6,955,708
Net Income$12,963,563

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUSTINA RENEE MASARYKPresidentPT$151,958$22,794$174,752
MICHAEL VIATORChairmanPT$30,000-$30,000
STEVEN SHELDONSecretary/TreasurerPT$30,000-$30,000
ROBERT SHOSSDirectorPT$30,000-$30,000
RICHARD LOEWENSTERNEmeritus Advisory DirectorPT$20,000-$20,000
CRAIG LOEWENSTERNDirectorPT$20,000-$20,000
GEORGE W STRAKE IIIDirectorPT$20,000-$20,000
BRYAN MILLERVice PresidentPT$20,000-$20,000
GEORGE W STRAKE JR 1124-2924Emeritus Advisory DirectorPT$3,333-$3,333
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJUNIOR ACHIEVEMENT OF SOUTHEAST TEXAS INCTOWARDS SUPPORT OF THE BUILDING TOMORROWS CAMPAIGN.PCHOUSTON, TX, US$1,000,000
Paid GrantTEXAS PUBLIC POLICY FOUNDATIONTOWARDS SUPPORT OF STRENGTHENING TEXAS AND AMERICA THROUGH ELECTION INTEGRITY AND BORDER SECURITY REFORM.PCAUSTIN, TX, US$500,000
Paid GrantTHE EMERYWEINER CENTER FOR JEWISH EDUCATIONTOWARDS SUPPORT OF THE ELEVATING EXCELLENCE CAMPAIGN.PCHOUSTON, TX, US$300,000
Paid GrantTHE IRVIN M SHLENKER SCHOOL OF CONGREGATION BETH ISREALTOWARDS SUPPORT OF THE SHLENKER SCHOOL BUILDING FOR THE FUTURE CAMPAIGN.PCHOUSTON, TX, US$150,000
Paid GrantCAMP YOUNG JUDAEA INCTOWARDS SUPPORT OF THE FORWARD TOGETHER CAMPAIGN.PCBELLAIRE, TX, US$100,000
Paid GrantCHINQUAPIN PREPARATORY SCHOOLTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHIGHLANDS, TX, US$100,000
Paid GrantHERITAGE FOUNDATIONTOWARD SUPPORT OF FIGHTING FOR SECURE ELECTIONS AND SECURE BORDERS.PCWASHINGTON, DC, US$100,000
Paid GrantJEWISH FEDERATION OF GREATER HOUSTONTOWARDS SUPPORT OF THE COMMUNITY SECURITY INITIATIVE.PCHOUSTON, TX, US$100,000
Paid GrantREMEMBER THE ALAMO FOUNDATIONTOWARDS THE SUPPORT OF THE ALAMO PLAN CAPITAL CAMPAIGN.PCSAN ANTONIO, TX, US$100,000
Paid GrantSAM HOUSTON AREA COUNCIL BOY SCOUTS OF AMERICATOWARDS SUPPORT OF GENERAL OPERATIONS IN MEMORY OF THE HONORABLE GEORGE W. STRAKE, JR.PCHOUSTON, TX, US$100,000
Paid GrantST THOMAS HIGH SCHOOLTOWARDS SUPPORT OF THE EAGLES EVERLASTING CAMPAIGN IN MEMORY OF THE HONORABLE GEORGE W. STRAKE, JR.PCHOUSTON, TX, US$100,000
Paid GrantTHE BETA FOUNDATION DBA BETA ACADEMYTOWARDS SUPPORT OF THE JOY CAMPAIGN - PHASE II, CONFETTI CAMPUS (PREK-5)PCHOUSTON, TX, US$75,000
Paid GrantKIDS' MEALS INCTOWARDS SUPPORT OF THE BUILDING HOPE CAPITAL CAMPAIGN.PCHOUSTON, TX, US$35,000
Paid GrantSTRAKE JESUIT COLLEGE PREPARATORY INCTOWARDS SUPPORT OF THE FINANCIAL AID PROGRAM FOR THE 2024-2025 ACADEMIC YEAR.PCHOUSTON, TX, US$35,000
Paid GrantJEWISH FAMILY SERVICETOWARDS SUPPORT OF THE CAREER AND EMPLOYMENT CENTER.PCHOUSTON, TX, US$30,000
Paid GrantUNION COUNTY HISTORICAL SOCIETYTOWARDS SUPPORT OF GENERAL OPERATIONS AND OPERATING RESERVES.PCCLAYTON, NM, US$29,000
Paid GrantAMERICAN SOCIETY FOR TECHNION - ISREAL INSTITUTE OF TECHNOLOGY INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCNEW YORK, NY, US$25,000
Paid GrantCAMP ALLEN (CAMP & CONFERENCE CENTER)TOWARDS SUPPORT OF THE BACK TO NATURE CAMPAIGN.PCNAVASOTA, TX, US$25,000
Paid GrantCANCARE INCTOWARDS SUPPORT OF THE IMPACT ACCELERATION INITIATIVE.PCHOUSTON, TX, US$25,000
Paid GrantCENTER FOR TRANSPORTATION & COMMERCETOWARDS SUPPORT OF GENERAL OPERATIONS.PCGALVESTON, TX, US$25,000
Paid GrantCONSERVATIVE PARTNERSHIP INSTITUTETOWARDS SUPPORT OF GENERAL OPERATIONS.PCWASHINGTON, DC, US$25,000
Paid GrantCOVENANT HOUSE TEXASTOWARDS SUPPORT OF THE BUILDING FOR LIFE CAMPAIGN - PHASE IV.PCHOUSTON, TX, US$25,000
Paid GrantCRIME STOPPERS OF HOUSTON INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$25,000
Paid GrantEMPOWERED WOMEN OF PURPOSE INCTOWARDS SUPPORT OF GENERAL OPERATIONS TO INCREASE COMMUNITY ENGAGEMENT/VOLUNTEERS AND DEVELOPMENT.PCHOUSTON, TX, US$25,000
Paid GrantHERMANN PARK CONSERVANCYTOWARDS SUPPORT OF THE FORESTRY PROGRAM.PCHOUSTON, TX, US$25,000
Paid GrantHOUSTON APHASIA RECOVERY CENTERIN MEMORY OF MRS. ANNETTE DEWALCH STRAKE.PCHOUSTON, TX, US$25,000
Paid GrantHOUSTON'S AMAZING PLACE INCIN MEMORY OF MRS. ANNETTE DEWALCH STRAKE.PCHOUSTON, TX, US$25,000
Paid GrantP4L DBA LEMONADE DAYTOWARDS SUPPORT OF THE LEMONADE DAY HOUSTON YOUTH ENTREPRENEURSHIP PROGRAM.PCHOUSTON, TX, US$25,000
Paid GrantPRAGER UNIVERSITY FOUNDATIONTOWARDS 3X MATCHED SUPPORT TOWARDS GENERAL OPERATIONS.PCSHERMAN OAKS, CA, US$25,000
Paid GrantPRO-VISION INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$25,000
Paid GrantSAN JACINTO MUSEUM AND BATTLEFIELD ASSOCIATIONTOWARDS SUPPORT OF A LIBRARY DIGITAL MANAGEMENT PROJECT - PHASE II.PCLA PORTE, TX, US$25,000
Paid GrantSPECTRUM LINX FOUNDATION INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$25,000
Paid GrantSPRINGSPIRIT INCTOWARDS SUPPORT OF THE PARENT DEVELOPMENT PROGRAM - RAISING HIGHLY CAPABLE KIDS AND TOWARDS SUPPLEMENTAL SUPPORT.PCHOUSTON, TX, US$25,000
Paid GrantTHE JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICATOWARDS SUPPORT OF THE GENERALS AND ADMIRALS PROGRAM & THE CONGRESSIONAL NATIONAL SECURITY PROGRAM.PCWASHINGTON, DC, US$25,000
Paid GrantUNION FOR REFORM JUDAISMTOWARDS SUPPORT OF THE BUILD A SAFER CAMPUS CAMPAIGN.PCHOUSTON, TX, US$25,000
Paid GrantBILL OF RIGHTS INSTITUTETOWARDS SUPPORT OF CIVICS TRAINING SESSIONS IN TEXAS.PCARLINGTON, VA, US$21,000
Paid GrantALLEY THEATRETOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$20,000
Paid GrantBIG BROTHERS BIG SISTERS LONE STARTOWARDS SUPPORT OF ONE-TO-ONE MENTORING FOR YOUTH FACING ADVERSITY.PCHOUSTON, TX, US$20,000
Paid GrantBRIDGES TO LIFETOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$20,000
Paid GrantCAMP FOR ALL FOUNDATIONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$20,000
Paid GrantENTRYWAYTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$20,000
Paid GrantFURNITURE BANKTOWARDS SUPPORT OF THE NO KIDS ON THE FLOOR PROJECT.PCHOUSTON, TX, US$20,000
Paid GrantHOUSTON ARBORETUM & NATURE CENTERTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$20,000
Paid GrantHOUSTON AREA PARKINSON SOCIETYTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$20,000
Paid GrantHOUSTON HOSPICETOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$20,000
Paid GrantJEWISH CHILDREN'S REGIONAL SERVICETOWARDS SUPPORT OF GENERAL OPERATIONS.PCMETAIRIE, LA, US$20,000
Paid GrantLEADERSHIP INSTITUTETOWARDS SUPPORT OF THE TEXAS BATTLE PLAN IN 2024.PCARLINGTON, VA, US$20,000
Paid GrantPETRA CARESTOWARDS SUPPORT OF GENERAL OPERATIONS.PCCYPRESS, TX, US$20,000
Paid GrantRONALD MCDONALD HOUSE OF HOUSTON INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$20,000
Paid GrantSEVEN ACRES JEWISH SENIOR CARE SERVICES INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$20,000
Paid GrantSIRE INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$20,000
Paid GrantTARGET HUNTERTOWARDS SUPPORT OF THE ROOTING FOR THE FUTURE CAPITAL CAMPAIGNPCHOUSTON, TX, US$20,000
Paid GrantTEXAS HILLELTOWARDES SUPPORT OF TEXAS HILLEL STUDENT ENGAGEMENTPCAUSTIN, TX, US$20,000
Paid GrantWOODS PROJECT INCTOWARDS SUPPORT OF THE JUNIOR LEADERS PROGRAM.PCHOUSTON, TX, US$20,000
Paid GrantAMERICA FIRST LEGAL FOUNDATIONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCWASHINGTON, DC, US$15,000
Paid GrantAVONDALE HOUSETOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$15,000
Paid GrantBOYS AND GIRLS COUNTRY OF HOUSTON INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOCKLEY, TX, US$15,000
Paid GrantBREAKTHROUGH HOUSTONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$15,000
Paid GrantBRYAN EDUCATIONAL INSTITUTETOWARDS SUPPORT OF THE BRYAN MUSEUM ON THE MOVE: EXPANDING MINI MUSEUM OUTREACH IN HOUSTON.PCGALVESTON, TX, US$15,000
Paid GrantCENTER FOR HEARING AND SPEECHTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$15,000
Paid GrantCHILD ADVOCATES INCORPORATEDTOWARDS SUPPORT OF THE COURT SERVICES PROGRAM.PCHOUSTON, TX, US$15,000
Paid GrantCOUNCIL ON CRIMINAL JUSTICE INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCWASHINGTON, DC, US$15,000
Paid GrantHAND IN HAND AMERICAN FRIENDS OF CENTER FOR JEWISH-ARAB EDUCATION IN ISRAELTOWARDS SUPPORT OF THE GROWTH OF THE KFAR SABA-BEIT BERL SCHOOL AND NATIONWIDE COMMUNITY ORGANIZING.PCPORTLAND, OR, US$15,000
Paid GrantHILLSDALE COLLEGETOWARDS SUPPORT OF THE CENTER FOR TEACHER EXCELLENCE SEMINAR IN HOUSTON.PCHILLSDALE, MI, US$15,000
Paid GrantHOPE AND HEALING CENTER & INSTITUTETOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$15,000
Paid GrantHOUSTON BALLET FOUNDATIONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$15,000
Paid GrantHOUSTON'S AMAZING PLACE INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$15,000
Paid GrantJOIN FREEWORLD INCTOWARDS SUPPORT OF FORMERLY INCARCERATED INDIVIDUALS IN HOUSTON THROUGH JOB SKILLS TRAINING.PCAUSTIN, TX, US$15,000
Paid GrantLONE STAR FLIGHT MUSEUMTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$15,000
Paid GrantMOVING PICTURES INSTITUTETOWARDS SUPPORT OF GENERAL OPERATIONS.PCNEW YORK, NY, US$15,000
Paid GrantNATIONAL REVIEW INSTITUTETOWARDS SUPPORT OF INSPIRING COLLEGE STUDENTS TO EMBRACE CONSERVATIVE PRINCIPLES AND CIVIL DISCLOSURE.PCNEW YORK, NY, US$15,000
Paid GrantNEXTOP INCTOWARDS SUPPORT OF THE VETERAN EMPLOYMENT PROGRAM.PCHOUSTON, TX, US$15,000
Paid GrantNICK FINNEGAN COUNSELING CENTER FOUNDATIONTOWARDS SUPPORT OF MENTAL HEALTH COUNSELING SERVICES AND OUTREACH.PCHOUSTON, TX, US$15,000
Paid GrantPER SCHOLAS INCTOWARDS SUPPORT OF CREATING ECONOMIC EMPOWERMENT THROUGH TRAINING AND EDUCATION.PCHOUSTON, TX, US$15,000
Paid GrantPREVENT BLINDNESS TEXASTOWARDS SUPPORT OF THE AMEYE HEALTHY? ADULT EYE CARE PREVENTION, EDUCATION, AND TREATMENT PROGRAM.PCHOUSTON, TX, US$15,000
Paid GrantSAN JACINTO COMMUNITY COLLEGE FOUNDATION PASADENA TEXASTOWARDS SUPPORT OF ASSOCIATE DEGREE NURSING SCHOLARSHIPS FOR 2024-25.PCPASADENA, TX, US$15,000
Paid GrantSEARCH HOMELESS SERVICESTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$15,000
Paid GrantSEFARDIC GAN INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$15,000
Paid GrantTEXAS EDUCATION WORKSTOWARDS SUPPORT OF THE WESTERN ACADEMY SCHOLARSHIP FUND.PCHOUSTON, TX, US$15,000
Paid GrantTHE MONARCH SCHOOL INCTOWARDS SUPPORT OF TUITION ASSISTANCE.PCHOUSTON, TX, US$15,000
Paid GrantTHE WORKFAITH CONNECTIONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$15,000
Paid GrantUNDIES FOR EVERYONETOWARDS SUPPORT OF THE HOUSTON CHILDREN'S ASSISTANCE DISTRIBUTION.PCHOUSTON, TX, US$15,000
Paid GrantUNIVERSITY OF HOUSTONTOWARDS SUPPORT OF THE COLLEGE OF EDUCATION: REIMAGINING EDUCATION RENOVATION CAMPAIGN.GOVHOUSTON, TX, US$15,000
Paid GrantVOLUNTEER INTERFAITH CAREGIVERS SOUTHWESTTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$15,000
Paid GrantROBERT M BEREN ACADEMYTOWARDS SUPPORT OF AN IMMERSIVE HOLOCAUST PROGRAM FOR HIGH SCHOOL STUDENTS.PCHOUSTON, TX, US$13,500
Paid GrantACTION INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTYTOWARDS SUPPORT OF THE EMERGING TEXAS LEADERS PROGRAM.PCGRAND RAPIDS, MI, US$12,500
Paid GrantUNIVERSITY OF ST THOMASTOWARDS SUPPORT OF RISING STARS PROGRAM NONPROFIT INTERNSHIP PLACEMENTS.PCHOUSTON, TX, US$12,000
Paid GrantVITA LIVING INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$12,000
Paid GrantALBERT SCHWEITZER FELLOWSHIP HOUSTON-GALVESTONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantAMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCHTOWARDS SUPPORT OF GENERAL OPERATIONS.PCWASHINGTON, DC, US$10,000
Paid GrantAMERICAN NATIONAL RED CROSSTOWARDS SUPPORT OF THE HOME FIRE CAMPAIGN.PCHOUSTON, TX, US$10,000
Paid GrantAMERICAN PRINCIPLES PROJECT FOUNDATIONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCARLINGTON, VA, US$10,000
Paid GrantANGELA HOUSETOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantARBOR SCHOOLTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantARCHDIOCESE OF GALVESTON-HOUSTONTOWARDS SUPPORT OF THE CROSS ACADEMY FUNDING INITIATIVE - SCHOOL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantARCHWAY ACADEMYTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantARS LYRICA HOUSTONTOWARDS GENERAL OPERATIONS FOR THE 20TH ANNIVERSARY SEASON.PCHOUSTON, TX, US$10,000
Paid GrantASHLAND UNIVERSITYTOWARDS SUPPORT OF A ONE-DAY SEMINAR IN THE HOUSTON AREA DURING THE 2024-25 ACADEMIC YEAR.PCASHLAND, OH, US$10,000
Paid GrantASSISTANCE LEAGUE OF MONTGOMERY COUNTYTOWARDS SUPPORT OF OPERATION SCHOOL BELL.PCCONROE, TX, US$10,000
Paid GrantAVDATOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantBAPTIST GENERAL CONVENTION OF TEXASTOWARDS SUPPORT OF GENERAL OPERATIONS.PCTYLER, TX, US$10,000
Paid GrantBAYOU PRESERVATION ASSOCIATION INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantBOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITYTOWARDS SUPPORT OF GENERAL OPERATIONS.PCSTANFORD, CA, US$10,000
Paid GrantBOY SCOUTS OF AMERICA EAST TEXAS AREA COUNCILTOWARDS SUPPORT OF THE MULTICULTURAL OUTREACH PROGRAM.PCTYLER, TX, US$10,000
Paid GrantBRENDA AND JOHN H DUNCAN RISE SCHOOL OF HOUSTONTOWARDS SUPPORT OF THE TUITION SCHOLARSHIP PROGRAM.PCHOUSTON, TX, US$10,000
Paid GrantBRIDGEYEARTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantCAPITAL RESEARCH CENTERTOWARDS SUPPORT OF GENERAL OPERATIONS.PCWASHINGTON, DC, US$10,000
Paid GrantCHABAD AT RICE INCTOWARDS SUPPORT OF THE CHABAD JEWISH STUDENT CENTER AT RICE UNIVERSITY.PCHOUSTON, TX, US$10,000
Paid GrantCHILDBUILDERSTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantCHRISTIAN COMMUNITY SERVICE CENTER INCTOWARDS SUPPORT OF JOBNET.PCHOUSTON, TX, US$10,000
Paid GrantCOMMUNITY OF RESOURCES HOUSTONTOWARDS SUPPORT OF THE TARGETED RESOURCING PROGRAM.PCHOUSTON, TX, US$10,000
Paid GrantCOMP-U-DOPTTOWARDS SUPPORT OF TECHNOLOGY EDUCATION FOR ALL.PCHOUSTON, TX, US$10,000
Paid GrantCORPUS CHRISTI PREGNANCY CENTER INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCCORPUS CHRISTI, TX, US$10,000
Paid GrantCOURT APPOINTED SPECIAL ADVOCATES CASA OF GALVESTON COUNTYTOWARDS SUPPORT OF GENERAL OPERATIONS.PCTEXAS CITY, TX, US$10,000
Paid GrantDA CAMERA SOCIETY OF TEXASTOWARDS SUPPORT OF THE 2024-25 SEASON.PCHOUSTON, TX, US$10,000
Paid GrantDOMINICAN SISTERS OF MARY IMMACULATE PROVINCETOWARDS SUPPORT OF FORMATION AND EDUCATION.PCHOUSTON, TX, US$10,000
Paid GrantEDUCATIONAL PROGRAMS INSPIRING COMMUNITIES INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantFORT BEND COUNTY CHILD ADVOCATES INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCROSENBURG, TX, US$10,000
Paid GrantFORT BEND FAMILY PROMISETOWARDS SUPPORT OF GENERAL OPERATIONS.PCMISSOURI CITY, TX, US$10,000
Paid GrantFORT BEND HISTORY ASSOCATIONTOWARDS SUPPORT OF GROWING SUSTAINABILITY FOR OPERATING.PCRICHMOND, TX, US$10,000
Paid GrantGALVESTON BAY FOUNDATIONTOWARDS SUPPORT OF ENVIRONMENTAL STEM EDUCATION PROGRAM.PCKEMAH, TX, US$10,000
Paid GrantGENESYS WORKSTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantGIRL SCOUTS OF SAN JACINTO COUNCILTOWARDS SUPPORT OF GIRL SCOUT OUTREACH EMPOWER ME (GSOEM).PCHOUSTON, TX, US$10,000
Paid GrantGOOD SAMARITAN FOUNDATION OF TEXAS INCTOWARDS SUPPORT OF THE NURSING SCHOLARSHIP PROGRAMS.PCHOUSTON, TX, US$10,000
Paid GrantGREATER HOUSTON PRESERVATION ALLIANCE INCTOWARDS SUPPORT OF THE PRESERVATION SERVICES PROGRAM.PCHOUSTON, TX, US$10,000
Paid GrantHARBOR CHRISTIAN ACADEMYTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantHARTWELL GLOBAL EDUCATION FOUNDATIONTOWARDS SUPPORT OF HOUSTON AREA OUTREACH.PCDALLAS, TX, US$10,000
Paid GrantHEALTHCARE FOR THE HOMELESS-HOUSTONTOWARDS SUPPORT OF THE STREET MEDICINE OUTREACH PROGRAM.PCHOUSTON, TX, US$10,000
Paid GrantHEROES FOR CHILDRENTOWARDS SUPPORT OF ASSISTANCE FOR PROGRAMS IN THE HOUSTON AREA.PCPLANO, TX, US$10,000
Paid GrantHOLOCAUST MUEUM HOUSTONTOWARDS SUPPORT OF EMPOWERING UPSTANDERS.PCHOUSTON, TX, US$10,000
Paid GrantHOMEMADE HOPE FOR HOMELESS CHILDRENTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantHOUSTON ACHIEVEMENT PLACETOWARDS SUPPORT OF THE HERZSTEIN CENTER TRAINING BUILDING ROOF REDO.PCHOUSTON, TX, US$10,000
Paid GrantHOUSTON BAPTIST UNIVERSITYTOWARDS SUPPORT OF EDUCATIONAL INITIATIVES OF THE MORRIS FAMILY CENTER FOR LAW & LIBERTY.PCHOUSTON, TX, US$10,000
Paid GrantHOUSTON CLASSICAL INCTOWARDS SUPPORT OF CAMPUS EXPANSION EFFORTS.PCHOUSTON, TX, US$10,000
Paid GrantHOUSTON COALITION FOR LIFETOWARDS SUPPORT OF THE MATERNAL ASSISTANCE PROGRAM AND CURRICULUM OF LIFE CLASSES.PCHOUSTON, TX, US$10,000
Paid GrantHOUSTON FOOD BANKTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantHOUSTON HILLEL INCTOWARDS SUPPORT OF GRADUATE STUDENT PROGRAMMING.PCHOUSTON, TX, US$10,000
Paid GrantHOUSTON HUMANE SOCIETYTOWARDS SUPPORT OF GENERAL OPERATIONS AND WILDLIFE CAPITAL FUNDING.PCHOUSTON, TX, US$10,000
Paid GrantINCARNATE WORD ACADEMYTOWARDS SUPPORT OF THE IWA ANNUAL FUND.PCHOUSTON, TX, US$10,000
Paid GrantINDEPENDENT WOMEN'S FORUMTOWARDS SUPPORT OF THE EDUCATION FREEDOM CENTER.PCWINCHESTER, VA, US$10,000
Paid GrantINSTITUTE FOR REHABILITATION & RESEARCH FOUNDATIONTOWARDS SUPPORT OF MISSION CONNECT.PCHOUSTON, TX, US$10,000
Paid GrantINTERFAITH CAREPARTNERS INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantINTERFAITH MINISTRIES FOR GREATER HOUSTONTOWARDS SUPPORT OF MEALS ON WHEELS FOR GREATER HOUSTON AND GALVESTON COUNTY.PCHOUSTON, TX, US$10,000
Paid GrantJOY DEVELOPMENT SCHOOLTOWARDS SUPPORT OF THE 2024-2025 STUDENT FINANCIAL AID FUND.PCHOUSTON, TX, US$10,000
Paid GrantK9S FOR WARRIORS INCTOWARDS SUPPORT OF THE WARRIOR/SERVICE DOG PAIRING PROGRAM.PCPONTE VEDRA, FL, US$10,000
Paid GrantLIGHTHOUSE FOR THE BLIND OF HOUSTONTOWARDS SUPPORT OF THE ORIENTATION AND MOBILITY/ACTIVITIES OF DAILY LIVING TRAINING PROGRAM.PCHOUSTON, TX, US$10,000
Paid GrantLORD OF THE STREETS EPISCOPAL CHURCHTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantLOVING HOUSTONTOWARDS SUPPORT OF A DISTRICT COORDINATOR.PCHOUSTON, TX, US$10,000
Paid GrantMAIN STREET MINISTRIES HOUSTONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantMAKE-A-WISH FOUNDATION OF THE TEXAS GULF COAST AND LOUISIANA INCTOWARDS SUPPORT OF TRANSFORMING LIVES WITH GREATER HOUSTON WISHES.PCSTAFFORD, TX, US$10,000
Paid GrantMAKING IT BETTERTOWARDS SUPPORT OF READING INTERVENTION.PCHOUSTON, TX, US$10,000
Paid GrantMEDIA RESEARCH CENTER INCTOWARDS SUPPORT OF THE TELL THE TRUTH CAMPAIGN 2024.PCHERDON, VA, US$10,000
Paid GrantMEMORIAL ASSISTANCE MINISTRIES INCTOWARDS SUPPORT OF THE EMPLOYMENT SERVICES PROGRAM.PCHOUSTON, TX, US$10,000
Paid GrantMILLER THEATRE ADVISORY BOARD INCTOWARDS SUPPORT OF THE 2024 SEASON PROGRAMMING.PCHOUSTON, TX, US$10,000
Paid GrantMUSCULAR DYSTROPHY ASSOCIATIONTOWARDS SUPPORT OF THE MDA SUMMER CAMP PROGRAM.PCCHICAGO, IL, US$10,000
Paid GrantPARISH CHILDREN'S SCHOOLTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantPARTNERSHIP FOR THE ADVANCEMENT & IMMERSION OF REFUGEESTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantPATHWAYS FOR LITTLE FEETTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantPLANT IT FORWARDTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantPRESBYTERIAN CHILDREN'S HOMES AND SERVICESTOWARDS SUPPORT OF THE HOUSTON FOSTER CARE AND ADOPTION PROGRAM.PCAUSTIN, TX, US$10,000
Paid GrantROSENBERG RAILROAD MUSEUM INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCROSENBERG, TX, US$10,000
Paid GrantRUTHERFORD BH YATES MUSEUM INCTOWARDS SUPPORT OF THE ARCHAEOLOGY PROJECTS.PCHOUSTON, TX, US$10,000
Paid GrantSAILING ANGELS FOUNDATIONTOWARDS SUPPORT OF HEALTH WELLNESS & RESPITE FOR THOSE IN NEED.PCHOUSTON, TX, US$10,000
Paid GrantSAN JOSE CLINICTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantSMALL STEPS NURTURING CENTERTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantSPARKTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantSPECIAL OLYMPICS TEXAS INCTOWARDS SUPPORT OF THE ADULT UNIFIED PROGRAM.PCSAN ANTONIO, TX, US$10,000
Paid GrantSTAR OF HOPE MISSIONTOWARDS SUPPORT OF THE STAR OF HOPE MISSION - NEW PATHWAYS PROGRAMPCHOUSTON, TX, US$10,000
Paid GrantTEXAS VALUESTOWARDS SUPPORT OF THE 2024 TEXAS VALUES EDUCATIONAL POLICY EVENT.PCAUSTIN, TX, US$10,000
Paid GrantTHE BEACONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantTHE BROOKWOOD COMMUNITYTOWARDS SUPPORT OF GENERAL OPERATIONS.PCBROOKSHIRE, TX, US$10,000
Paid GrantTHE CENTER FOR PURSUITTOWARDS SUPPORT OF THE PURSUIT LEARNING ACADEMY AND GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantTHE LIVING BANK INTERNATIONALTOWARDS SUPPORT OF THE INDEPENDENT LIVING DONOR ADVOCATE NETWORK (ILDAN) PROFESSIONAL EDUCATION WEBINAR SERIES.PCHOUSTON, TX, US$10,000
Paid GrantTHE PERIWINKLE FOUNDATIONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantTHE PHILANTHROPY ROUNDTABLE INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCWASHINGTON, DC, US$10,000
Paid GrantTHE POLICY CIRCLE COTOWARDS SUPPORT OF GENERAL OPERATIONS FOR TEXAS ENGAGEMENT.PCDALLAS, TX, US$10,000
Paid GrantTHE ROSETOWARDS SUPPORT OF THE EMPOWER HER SPONSORSHIP PROGRAM.PCHOUSTON, TX, US$10,000
Paid GrantTHE SHALOM CENTER INCTOWARDS SUPPORT OF THE SHALOM CENTER DINING FACILITYPCSPLENDORA, TX, US$10,000
Paid GrantTHEATRE UNDER THE STARS INCTOWARDS SUPPORT OF THE RIVER SPRING SATURDAY CLASSES & SUMMER CAMP AND THE INCLUSIVE ARTS SHOWCASE.PCHOUSTON, TX, US$10,000
Paid GrantTRUE THE VOTE INCTOWARDS SUPPORT OF THE VOTEALERT APP.PCHOUSTON, TX, US$10,000
Paid GrantUNIVERSITY CATHOLIC CENTER AUSTIN TEXASTOWARDS SUPPORT OF CAMPUS MINISTRY OPERATIONS.PCAUSTIN, TX, US$10,000
Paid GrantUNIVERSITY OF HOUSTONTOWARDS SUPPORT OF THE HEALTH AND HUMAN PERFORMANCE INSTITUTE.GOVHOUSTON, TX, US$10,000
Paid GrantVETERANS ASSISTANCE DOGS OF TEXAS INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCKERRVILLE, TX, US$10,000
Paid GrantWELLSPRINGS VILLAGE INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantYELLOWSTONE ACADEMY INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$10,000
Paid GrantCOLONIAL WILLIAMSBURG FOUNDATIONTOWARDS SUPPORT OF THE COLONIAL WILLIAMSBURG 2024 TEACHER INSTITUTE FOR THREE HOUSTON TEACHERS.PCWILLIAMSBURG, VA, US$9,600
Paid GrantSHUMLA SCHOOL INCTOWARDS SUPPORT OF FOUNDATIONAL TECHNOLOGY.PCDALLAS, TX, US$9,200
Paid GrantHUB HOUSTON INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$8,000
Paid GrantTEXAS MEDICAL CENTER ORCHESTRATOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$8,000
Paid GrantAMERICAN FESTIVAL FOR THE ARTSTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$7,500
Paid GrantARMAND BAYOU NATURE CENTER INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCPASADENA, TX, US$7,500
Paid GrantBEL INIZIOTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$7,500
Paid GrantBNAI BRITH YOUTH ORGANIZATION INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCWASHINGTON, DC, US$7,500
Paid GrantCASA DE ESPERANZA DE LOS NINOS INCTOWARDS SUPPORT OF THE HANDS OF HOPE AMERICORPS PROGRAM.PCHOUSTON, TX, US$7,500
Paid GrantHOUSTON COMMUNITY TOOLBANKTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$7,500
Paid GrantINSPIRATION RANCH INCTOWARDS SUPPORT OF THE EQUINE-ASSISTED THERAPEUTIC RIDING PROGRAM.PCMAGNOLIA, TX, US$7,500
Paid GrantJUSTICE FORWARDTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$7,500
Paid GrantMOMENTUM EDUCATIONTOWARDS SUPPORT OF THE FELLOWSHIP PROGRAM.PCHOUSTON, TX, US$7,500
Paid GrantPALMER DRUG ABUSE PROGRAM-HOUSTON INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$7,500
Paid GrantSANTA MARIA HOSTEL INCTOWARDS SUPPORT OF CHILDREN'S SERVICES - HEALING HEARTS.PCHOUSTON, TX, US$7,500
Paid GrantRE MINDTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$7,000
Paid GrantGOD'S GARDENTOWARDS SUPPORT OF THE GARDEN EXPANSION.PCMISSOURI CITY, TX, US$6,500
Paid GrantDAN'S HOUSE OF HOPE INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$6,000
Paid GrantEXECUTIVE SERVICE CORPS OF HOUSTON INCTOWARDS SUPPORT OF THE INFORMATION TECHNOLOGY PROGRAM FOR NONPROFITS.PCHOUSTON, TX, US$6,000
Paid GrantTORCH OF FREEDON FOUNDATIONTOWARDS SUPPORT OF TWO STUDENTS AND TWO MILITARY VETERANS FROM HOUSTON OR HARRIS COUNTY TO ATTEND THE PATRIOT ACADEMY NATIONAL LEADERSHIP CONGRESS IN 2024.PCDRIPPING SPRINGS, TX, US$6,000
Paid GrantTREES FOR HOUSTONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$6,000
Paid GrantAMARILLO SYMPHONY INCTOWARDS SUPPORT OF THE AMARILLO YOUTH SYMPHONY ORCHESTRA.PCAMARILLO, TX, US$5,000
Paid GrantAMERICAN COUNCIL OF TRUSTEES AND ALUMNITOWARDS SUPPORT OF THE TEXAS COLLEGE DEBATES AND DISCOURSE ALLIANCE EXPANSION.PCWASHINGTON, DC, US$5,000
Paid GrantAMERICAN DIABETES ASSOCIATION INCTOWARDS SUPPORT OF CAMP RAINBOW.PCMERRIFIELD, VA, US$5,000
Paid GrantAMERICAN PRIVATE RADIOTOWARDS SUPPORT OF GENERAL OPERATIONS & THE 2026 PROJECT.PCOXFORD, MS, US$5,000
Paid GrantAMERICAN SPECTATOR FOUNDATIONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCALEXANDRIA, VA, US$5,000
Paid GrantAMERICA'S FUTURE FOUNDATIONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCWASHINGTON, DC, US$5,000
Paid GrantARC OF KATYTOWARDS SUPPORT OF GENERAL OPERATIONS.PCBROOKSHIRE, TX, US$5,000
Paid GrantASIA SOCIETY TEXAS CENTERTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$5,000
Paid GrantASSISTANCE LEAGUE OF HOUSTONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$5,000
Paid GrantASSISTANCE LEAGUE OF THE BAY AREATOWARDS SUPPORT OF OPERATION SCHOOL BELL.PCHOUSTON, TX, US$5,000
Paid GrantBARBARA BUSH HOUSTON LITERACY FOUNDATIONTOWARDS SUPPORT OF THE 30TH ANNUAL, A CELEBRATION OF READING.SO IHOUSTON, TX, US$5,000
Paid GrantBAY AREA HABITAT FOR HUMANITY-HOUSTONTOWARDS SUPPORT OF NEW HOME CONSTRUCTION.PCHOUSTON, TX, US$5,000
Paid GrantBEST BUDDIES INTERNATIONAL INCTOWARDS SUPPORT OF THE BEST BUDDIES HOUSTON SCHOOL FRIENDSHIP PROJECT.PCHOUSTON, TX, US$5,000
Paid GrantBIRTHRIGHT ISRAEL FOUNDATIONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCNEW YORK, NY, US$5,000
Paid GrantBLESSINGS IN A BACKPACK INCTOWARDS SUPPORT OF BAYOU CITY BLESSINGS 2024-2025.PCHOUSTON, TX, US$5,000
Paid GrantBLOOM FITNESS CORPORATIONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$5,000
Paid GrantBO'S PLACETOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$5,000
Paid GrantCAMP ARANZAZU INCTOWARDS SUPPORT OF GENERAL OPERATIONS AND CAMP UNDERWRITING FOR SPECIAL POPULATIONS.PCROCKPORT, TX, US$5,000
Paid GrantCHANCE FOR HOPE FOUNDATIONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCPEARLAND, TX, US$5,000
Paid GrantCHILDRENS MUSEUM INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$5,000
Paid GrantCHILDREN'S TRANSPLANT INITIATIVETOWARDS SUPPORT OF GENERAL OPERATIONS.PCSPRING, TX, US$5,000
Paid GrantCHRISTIANS ENGAGEDTOWARDS SUPPORT OF GENERAL OPERATIONS.PCGARLAND, TX, US$5,000
Paid GrantCLAYTON DABNEY FOR KIDS WITH CANCERTOWARDS SUPPORT OF THE "MEDICINE OF THE HEART" PROGRAM.PCSPRING, TX, US$5,000
Paid GrantCOMMUNITIES IN SCHOOLS BAY AREA INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$5,000
Paid GrantCORPUS CHRISTI HOPE HOUSE INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCCORPUS CHRISTI, TX, US$5,000
Paid GrantCRC RETREAT PARTNERS INCTOWARDS SUPPORT OF THE WHEELCHAIR ACCESSIBLE CAFETERIA RENOVATION.PCDICKINSON, TX, US$5,000
Paid GrantCYCLE CHANGING YOUNG CHILDREN'S LIVESTOWARDS SUPPORT OF THE EARN-A-BIKE LITERACY PROGRAM.PCSPRING, TX, US$5,000
Paid GrantDAUGHTERS OF THE REPUBLIC OF TEXAS INCTOWARDS SUPPORT OF THE REPUBLIC OF TEXAS LITIGATION MEMORIAL.PCAUSTIN, TX, US$5,000
Paid GrantDEPELCHIN CHILDREN'S CENTERTOWARDS SUPPORT OF BIG HEARTS, BRIGHT FUTURES.PCHOUSTON, TX, US$5,000
Paid GrantDOWN SYNDROME ASSOCIATION OF HOUSTON INCTOWARDS SUPPORT OF THE SOCIAL EMOTIONAL LEARNING PILOT PROGRAMPCHOUSTON, TX, US$5,000
Paid GrantDRESS FOR SUCCESS HOUSTONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$5,000
Paid GrantEAST FORT BEND HUMAN NEEDS MINISTRY INCTOWARDS SUPPORT OF THE FINANCIAL ASSISTANCE PROGRAM.PCSTAFFORD, TX, US$5,000
Paid GrantEPILEPSY FOUNDATION OF TEXASTOWARDS SUPPORT OF EPILEPSY CLINICS.PCHOUSTON, TX, US$5,000
Paid GrantEVERGREEN FREEDOM FOUNDATIONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCOLYMPIA, WA, US$5,000
Paid GrantEXPRESS CHILDREN'S THEATRETOWARDS SUPPORT OF GENERAL OPERATIONS.PCKATY, TX, US$5,000
Paid GrantFELLOWSHIP OF CHRISTIAN ATHLETESTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$5,000
Paid GrantFORT BEND HABITAT FOR HUMANITY INCTOWARDS SUPPORT OF HOPE ON THE BRAZOS.PCSUGAR LAND, TX, US$5,000
Paid GrantFOSTERING FAMILYTOWARDS SUPPORT OF THE RESPONSE NETWORK.PCHOUSTON, TX, US$5,000
Paid GrantFOUNDATION FOR AUTISM CARE EDUCATION AND SERVICESTOWARDS SUPPORT OF ABA SCHOLARSHIPS TO HOUSTON CHILDREN WITH AUTISM.PCCYPRESS, TX, US$5,000
Paid GrantFRANKLIN NEWS FOUNDATIONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCCHICAGO, IL, US$5,000
Paid GrantFULSHEAR HISTORICAL ASSOCIATIONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCFULSHEAR, TX, US$5,000
Paid GrantFUND FOR AMERICAN STUDIESTOWARDS SUPPORT OF SCHOLARSHIPS FOR THE 2024 D.C. SUMMER PROGRAM.PCWASHINGTON, DC, US$5,000
Paid GrantGALVESTON URBAN MINISTRIESTOWARDS SUPPORT OF TRAINING AND RETREAT CENTER CAPITAL.PCGALVESTON, TX, US$5,000
Paid GrantGIRLS INCORPORATED OF GREATER HOUSTONTOWARDS SUPPORT OF THE READING LITERACY PROGRAM IN 2024.PCHOUSTON, TX, US$5,000
Paid GrantGIRLSTARTTOWARDS SUPPORT OF GIRLSTART HOUSTON 2024-2025 AFTER SCHOOL, SUMMER CAMPS, AND THE GIRLS IN STEM CONFERENCE.PCAUSTIN, TX, US$5,000
Paid GrantGLADNEY CENTER FOR ADOPTIONTOWARDS SUPPORT OF ADOPTION SERVICES AND COMMUNITY EDUCATION IN THE GREATER HOUSTON AREA.PCFORT WORTH, TX, US$5,000
Paid GrantGRATIA PLENATOWARDS SUPPORT OF GENERAL OPERATIONS.PCSTAFFORD, TX, US$5,000
Paid GrantHABITAT FOR HUMANITY INTERNATIONAL INCTOWARDS SUPPORT OF CRITICAL HOME REPAIR ACROSS HOUSTON.PCHOUSTON, TX, US$5,000
Paid GrantHANDS OF JUSTICETOWARDS SUPPORT OF GENERAL OPERATIONS.PCMONTGOMERY, TX, US$5,000
Paid GrantHOUSTON BOTANIC GARDENTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$5,000
Paid GrantHOUSTON GRAND OPERA ASSOCIATION INCTOWARDS SUPPORT OF COMMUNITY & LEARNING PROGRAMS.PCHOUSTON, TX, US$5,000
Paid GrantHOUSTON PARKS BOARDTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$5,000
Paid GrantHOUSTON SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALSTOWARDS SUPPORT OF CRITTER CAMP.PCHOUSTON, TX, US$5,000
Paid GrantHOUSTON WILDERNESS INCTOWARDS SUPPORT OF THE HOUSTON SHIP CHANNEL TREES PROGRAM.PCHOUSTON, TX, US$5,000
Paid GrantHOUSTON YOUTH SYMPHONYTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$5,000
Paid GrantHUGHEN CENTER INCTOWARDS SUPPORT OF VIOLINS FOR THE BAYTOWN CAMPUS.PCPORT ARTHUR, TX, US$5,000
Paid GrantINSTITUTE FOR HUMANE STUDIESTOWARDS SUPPORT OF GENERAL OPERATIONS.PCARLINGTON, VA, US$5,000
Paid GrantINSTITUTE FOR SPIRITUALITY AND HEALTH AT THE TEXAS MEDICAL CENTERTOWARDS SUPPORT OF THE INTERFAITH SPIRITUAL CARE COALITION.PCHOUSTON, TX, US$5,000
Paid GrantINTERCOLLEGIATE STUDIES INSTITUTE INCTOWARDS SUPPORT OF THE TEXAS LIBERTY EDUCATIONAL INITIATIVE.PCWILMINGTON, DE, US$5,000
Paid GrantINTERFAITH CARING MINISTRIES INCTOWARDS SUPPORT OF THE EMERGENCY RENT AND UTILITY ASSISTANCE PROGRAM.PCLEAGUE CITY, TX, US$5,000
Paid GrantIRON LIGHT LABSTOWARDS SUPPORT OF BUILDING "AN ARMY OF NORMAL FOLKS" IN HOUSTON.PCCHICAGO, IL, US$5,000
Paid GrantITALIAN CULTURAL & COMMUNITY CENTER OF HOUSTONTOWARDS SUPPORT OF THE MILFORD HOUSE 21ST CENTURY REVITALIZATION PROJECT FUND.PCHOUSTON, TX, US$5,000
Paid GrantKATY CARES INCTOWARDS SUPPORT OF THE READY, SET, GO! PARENTING PROGRAM.PCKATY, TX, US$5,000
Paid GrantKICK DRUGS OUT OF AMERICA FOUNDATIONTOWARDS SUPPORT OF THE HOUSTON AREA KICKSTART KIDS PROGRAMS AND CAPACITY BUILDING.PCHOUSTON, TX, US$5,000
Paid GrantKIDS AND PAPERTOWARDS SUPPORT OF GENERAL OPERATIONS.PCLEAGUE CITY, TX, US$5,000
Paid GrantKNOWLEDGE ARTS FOUNDATIONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$5,000
Paid GrantLEUKEMIA & LYMPHOMA SOCIETY INCTOWARDS SUPPORT OF THE LOCAL FINANCIAL ASSISTANCE PROGRAM.PCHOUSTON, TX, US$5,000
Paid GrantLIFEHOUSE OF HOUSTON INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$5,000
Paid GrantMEMORIAL HERMANN FOUNDATIONTOWARDS SUPPORT OF THE MEMORIAL HERMANN MENTAL HEALTH CRISIS CLINICS.PCHOUSTON, TX, US$5,000
Paid GrantMERCURY CHAMBER ORCHESTRA INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$5,000
Paid GrantMISSION CENTERS OF HOUSTONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$5,000
Paid GrantMOISHE HOUSETOWARDS SUPPORT OF INVESTING IN THE JEWISH FUTURE: BUILDING A LASTING IMPACT IN TEXAS THROUGH MOISHE HOUSE.PCENCINITAS, CA, US$5,000
Paid GrantMONTGOMERY COUNTY FOOD BANK INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCCONROE, TX, US$5,000
Paid GrantMOVING WATERSTOWARDS SUPPORT OF THE MOBILE SHOWER PROGRAM.PCCYPRESS, TX, US$5,000
Paid GrantMUSIQATOWARDS SUPPORT OF MUSIC EDUCATION AND OUTREACH PROGRAMS IN THE GREATER HOUSTON AREA DURING THE 2024-2025 SEASON.PCHOUSTON, TX, US$5,000
Paid GrantNETWORK OF ENLIGHTENED WOMEN INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCWASHINGTON, DC, US$5,000
Paid GrantNORTHWEST ASSISTANCE MINISTRIESTOWARDS SUPPORT OF FEEDING HOMEBOUND SENIORS.PCHOUSTON, TX, US$5,000
Paid GrantOUTREACH CENTER OF WEST HOUSTONTOWARDS SUPPORT OF BUILDING FOR THE FUTURE.PCHOUSTON, TX, US$5,000
Paid GrantREZILIENTKIDZTOWARDS SUPPORT OF RAISING HIGHLY CAPABLE KIDS IN KATY, TEXAS.PCCOLORADO SPRINGS, CO, US$5,000
Paid GrantSAM HOUSTON AREA COUNCIL BOY SCOUTS OF AMERICATOWARDS SUPPORT OF THE SCOUTREACH INITIATIVE (INNER-CITY YOUTH PROGRAM).PCHOUSTON, TX, US$5,000
Paid GrantSANCTUARY FOSTER CARE SERVICESTOWARDS SUPPORT OF LEADERSHIP TRAINING AND COACHING.PCHOUSTON, TX, US$5,000
Paid GrantSERENITY RETREAT FOR HEALING & SPIRITUAL RENEWALTOWARDS SUPPORT OF ENHANCING THE MENTAL HEALTH FOR HOUSTON'S UNDERSERVED THROUGH TRANSFORMATION PRAYER MINISTRY.PCHOUSTON, TX, US$5,000
Paid GrantSOUTHMORE FOUNDATION INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$5,000
Paid GrantSTATE FINANCIAL OFFICERS FOUNDATION INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCSHAWNEE, KS, US$5,000
Paid GrantSTUDENTS FOR LIBERTY INCORPORATEDTOWARDS SUPPORT OF THE COLLEGE SURVIVAL KIT.PCMCLEAN, VA, US$5,000
Paid GrantTEXAS RIGHT TO LIFE COMMITTEE EDUCATIONAL FUNDTOWARDS SUPPORT OF GENERAL OPERATIONS.PCBELLAIRE, TX, US$5,000
Paid GrantTHE HOBBY CENTER FOUNDATIONTOWARDS SUPPORT OF THE EXXONMOBIL DISCOVERY SERIES.PCHOUSTON, TX, US$5,000
Paid GrantTHE LAZARUS HOUSE A CENTER FOR WELLNESSTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$5,000
Paid GrantTHE PROJECT ZERO ALLIANCETOWARDS SUPPORT OF GENERAL OPERATIONS.PCSPRING, TX, US$5,000
Paid GrantTHE WOMEN'S FUND FOR HEALTH EDUCATION AND RESEARCHTOWARDS SRUPPORT OF ADOLESCENT GIRLS' EDUCATION PROGRAMS.PCHOUSTON, TX, US$5,000
Paid GrantTHE WOMEN'S HOMETOWARDS SUPPORT OF EMPOWER HER - WORKFORCE DEVELOPMENT FOR WOMEN.PCHOUSTON, TX, US$5,000
Paid GrantTHE WOMEN'S RESOURCE OF GREATER HOUSTONTOWARDS SUPPORT OF RISE!PCHOUSTON, TX, US$5,000
Paid GrantUNIVERSITY OF HOUSTONTOWARDS SUPPORT OF THE HOWARD POLLACK SCHOLARSHIP ENDOWMENT IN MEMORY OF DARRYL WEXLER.GOVHOUSTON, TX, US$5,000
Paid GrantURBAN HARVEST INCTOWARDS SUPPORT OF WE SOW TO GROW: NUTURING HOLISTIC COMMUNITY HEALTH THROUGH GARDENING, EDUCATION, AND LOCAL HARVESTS.PCHOUSTON, TX, US$5,000
Paid GrantVILLAGE LEARNING CENTER INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCKINGWOOD, TX, US$5,000
Paid GrantW OSCAR NEUHAUS MEMORIAL FOUNDATIONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCBELLAIRE, TX, US$5,000
Paid GrantWEST HOUSTON ASSISTANCE MINISTRIES INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$5,000
Paid GrantWESTVIEW SCHOOL INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$5,000
Paid GrantWINDRIDGE THERAPEUTIC EQUESTRIAN CENTER OF EAST TEXAS INCTOWARDS SUPPORT OF GENERAL OPERATIONS AND HORSE CARE.PCGILMER, TX, US$5,000
Paid GrantYOUNG AMERICANS AGAINST SOCIALISMTOWARDS SUPPORT OF THE EDUCATE FREEDOM (YAAS) PROGRAM.PCLOS ANGELES, CA, US$5,000
Paid GrantYOUNG AMERICANS FOR LIBERTY FOUNDATIONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCAUSTIN, TX, US$5,000
Paid GrantYOUNG AUDIENCES INC OF HOUSTONTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$5,000
Paid GrantYOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER HOUSTON AREATOWARDS SUPPORT OF THE 2024 YMCA HOUSTON - ADAPTIVE SPORTS MIRACLE LEAGUE PROGRAM.PCHOUSTON, TX, US$5,000
Paid GrantALLIANCE FOR CHOICE IN EDUCATIONTOWARDS SUPPORT OF SCHOLARSHIPS FOR LOWER-INCOME K-12 KIDS IN HOUSTON METROPCHOUSTON, TX, US$2,500
Paid GrantCITIZENS FOR ANIMAL PROTECTION INCTOWARDS SUPPORT OF HUMANE EDUCATION PROGRAM.PCHOUSTON, TX, US$2,500
Paid GrantHOUSTON MASTERWORKS CHORUS INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$2,500
Paid GrantINDIA HOUSE INCTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$2,500
Paid GrantPARKVIEW INSTITUTE INCTOWARDS SUPPORT OF THE ENTHUSIASTIC ECONOMIC ICONOCLASM.PCBETHESDA, MD, US$2,500
Paid GrantREDEEMING JUSTICE NETWORKTOWARDS SUPPORT OF GENERAL OPERATIONS.PCCYPRESS, TX, US$2,500
Paid GrantSTAGESTOWARDS SUPPORT OF GENERAL OPERATIONS.PCHOUSTON, TX, US$2,500
Paid GrantTEXAS CENTER FOR THE MISSINGTOWARDS SUPPORT OF THE HOUSTON REGIONAL EMERGENCY ALERT SYSTEM EXPANSION PROJECTPCHOUSTON, TX, US$2,500
Paid GrantTEXAS JEWISH HISTORICAL SOCIETYTOWARDS SUPPORT OF THE RABBI JIMMY KESSLER EDUCATIONAL OUTREACH FUNDPCAUSTIN, TX, US$2,500
Paid GrantFORT BEND SYMPHONY ORCHESTRATOWARDS SUPPORT OF VENUE AND REHEARSAL COSTS.PCSUGAR LAND, TX, US$2,000
Paid GrantSTARS & STRIPES 4 EVER FOUNDATIONTOWARDS SUPPORT OF FLAG & POLE INSTALLATIONS.PCEDEN PRAIRIE, MN, US$2,000
Filing and Contact Details

Filer

Filer Name
Albert & Ethel Herzstein
EIN
74-6070484
Phone
7136817868
Address
6131 WESTVIEW, HOUSTON, TX 77055

Signing Officer

Name
Justina Renee Masaryk
Title
President
Phone
7136817868
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Laporte Apac
Address
1770 ST JAMES PLACE SUITE 250, HOUSTON, TX 77056-3432
Preparer
Gary Robison
Phone
7139638008
Raw XML AppendixShowing 400 of 3,550 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/Amt071905
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt028762
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt043143
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PAGE 5, PART VII-A, LINE 11
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0CONTROLLED ENTITY
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0NAME OF CONTROLLED ENTITY: HERZSTEIN INVESTMENTS INC.EMPLOYER ID NO: 76-0694434ADDRESS: 6131 WESTVIEW HOUSTON,TX 77055EXCESS BUSINESS HOLDINGS: NO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ARTISAN HIGH INCOME FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BLACK ROCK STRATEGIC INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2HARBOR CORE BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3BAIRD AGGREGATE BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4BRANDYWINE GLOBAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0248634
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11498418
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt22017663
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt31977449
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4239183
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0248634
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11498418
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt22017663
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt31977449
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4239183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02959125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13143422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt211847423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31810618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41895619
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5712903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63173047
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt76904226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81679608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9663914
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt103411917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02959125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13143422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt211847423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31810618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41895619
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5712903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63173047
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt76904226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt81679608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9663914
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt103411917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CALAMOS STOCK PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SALIENT PARTNERS FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BLACKSTONE MINERALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CQG PARTNERS EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ARGA EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CONESTAGE SMALL CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6DODGE & COX INTERNATIONAL STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7FIDELITY 500 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8FIDELITY MID CAP INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9HOTCHKIS & WILEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10JOHN HANCOCK
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt09361833
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt09736268
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0821170
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt019919271
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt019919271
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt028762
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt043143
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt071905
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09587301
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0227704
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt097587
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0325291
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05876300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05876300
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08071200
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09361833
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt012963563
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt022259599
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02140
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01427
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03567
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09736268
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt019415256
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt09399
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt03133
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt012532
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0119210
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt097536
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0216746
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt074911
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt035658
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0110569
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02147697
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0821170
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt07668
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt066501
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt074169
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt029630
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt024242
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt053872
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt015532
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt012708
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0188240
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06404766
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0390942
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06955708
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt019806198
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt019919271
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0528466
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0390942
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01079408
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt013510
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt09007
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt022517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92004-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102004-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112024-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142021-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162021-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172021-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt025531
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1150991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2160208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3452627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42309372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52915047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt624567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt71014262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81018989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9828352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt102062457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111420497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12289398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt187759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-4093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt353815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4411505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt54360401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6125432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7156492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8150746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9371899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10296964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111605039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121900707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1319298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1428032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1516408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt187759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-4093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt353815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4411505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt54360401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6125432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7156492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8150746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9371899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10296964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111605039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt121900707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1319298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1428032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1516408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt032428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1238750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2156115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3506442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42720877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt57275448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6149999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71170754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81169735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91200251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt102359421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113025536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122190105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1319298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1428032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1516408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIDELITY - 1908 (SALIENT)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIDELITY - 1908 (SALIENT)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FIDELITY - 3907 (CALAMOS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FIDELITY - 3907 (CALAMOS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FIDELITY - 7337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FIDELITY - 7337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6BLACKSTONE MINERALS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7DFA EMERGING MARKETS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8DFA INT'L SMALL CAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9MATTHEWS PACIFIC TIGER FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10T ROWE PRICE INTL DISCOVERY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11VANGUARD EMERGING MARKETS INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12VANGUARD 500 INDEX ADMIRAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13FIDELITY MID CAP INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14HOTCHKIS & WILEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15VANGUARD DIVIDEND GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAMPBELL FUND TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17WORLDWIDE HEALTHCARE PARTNERS INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18EMERGING MARKETS HEALTHCARE PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19BISON ENERGY OPPORTUNITY FUNDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20AIS FUTURES FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21AIS GOLD FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152024-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202024-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212024-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09587301
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt012963563
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt07264230
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01064
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0139486259
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0126521632
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0132222029
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05566078
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05566078
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05566078
IRS990PF/DistributableAmountGrp/IncomeTaxAmt09574
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05845524
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0269872
IRS990PF/DistributableAmountGrp/TotalTaxAmt0279446
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0175892
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0269872
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0269872
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0269872
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt094111
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0175892
IRS990PF/FMVAssetsEOYAmt0132253761
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt07541
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt031732
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt06300442
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01257477
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt06300442
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt06300442
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0301243
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0184451
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0184451
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0400825
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05981347
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05981347
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt036061081
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt038201822
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt038201822
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0109835
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0109835
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0126521632
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0132222029
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt087339894
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt078744845
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt078744845
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt023180
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt025107
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt025107
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01126850
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02815747
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02815747
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0126529173
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0132253761
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0132253761
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt07541
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt031732
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0126529173
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0132253761
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0126521632
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0132222029
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt018623
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0118690841
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02214146
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt040331850
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01780363
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt076144845
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05845524
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0116910478
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0118690841
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt028.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0133228
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt151319
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0MARISSA CUTAIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1KRISTINA GANTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0CONTROLLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1EXECUTIVE ASSISTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt06131 WESTVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt16131 WESTVIEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd077055
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd177055
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt228.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03333
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2151958
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt320000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt430000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt520000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt630000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt720000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt830000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt222794
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $100M-$250M nonprofits