Civic Intelligence

The Powell Foundation

990PF • Fiscal year 2020 • EIN 74-6104592

Jan 01, 2020 to Dec 31, 2020 • Filed on May 14, 2021

Organization Profile
2001 Kirby DriveHouston, TX 77019

(713) 523-7557

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.05x

Higher debt load relative to revenue than 14% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Net Margin

9th percentile

-29%

Higher net margin than 9% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

11th percentile

$87,290

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2020 filings • $250M-$1B nonprofits • Source year 2020

Asset Growth

69th percentile

14%

Faster asset growth than 69% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-87%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$396,553,076

Up $48,785,888 (+14%) from 2019

Net Assets

Up

$395,925,720

Up $48,686,165 (+14%) from 2019

Liabilities

Up

$627,356

Up $99,723 (+19%) from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin9th percentile

Revenue

Down

$11,786,045

Down $76,480,091 (-87%) from 2019

Expenses

Up

$15,155,146

Up $2,846,719 (+23%) from 2019

Net Income

Down

-$3,369,101

Down $79,326,810 (-104%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$600M$400M$200M$0Assets 2011: $23,097,602Liabilities 2011: $46,2562011Assets 2012: $25,363,545Liabilities 2012: $91,1522012Assets 2013: $30,009,000Liabilities 2013: $135,2712013Assets 2014: $31,554,878Liabilities 2014: $87,5572014Assets 2015: $31,032,702Liabilities 2015: $28,724Net Assets 2015: $31,003,9782015Assets 2016: $166,259,364Liabilities 2016: $1,685,378Net Assets 2016: $164,573,9862016Assets 2017: $231,651,870Liabilities 2017: $422,211Net Assets 2017: $231,229,6592017Assets 2018: $206,857,206Liabilities 2018: $200,001Net Assets 2018: $206,657,2052018Assets 2019: $347,767,188Liabilities 2019: $527,633Net Assets 2019: $347,239,5552019Assets 2020: $396,553,076Liabilities 2020: $627,356Net Assets 2020: $395,925,7202020Assets 2021: $469,745,572Liabilities 2021: $788,346Net Assets 2021: $468,957,2262021Assets 2022: $372,755,906Liabilities 2022: $1,166,470Net Assets 2022: $371,589,4362022Assets 2023: $421,222,742Liabilities 2023: $1,381,948Net Assets 2023: $419,840,7942023Assets 2024: $451,534,153Liabilities 2024: $1,693,911Net Assets 2024: $449,840,2422024

Highlighted filing

2020

Assets$396,553,076
Liabilities$627,356
Net Assets$395,925,720
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

$150M$100M$50M$0-$50MRevenue 2011: $2,450,214Expenses 2011: $954,505Net Income 2011: $1,495,7092011Revenue 2012: $1,691,613Expenses 2012: $1,248,991Net Income 2012: $442,6222012Revenue 2013: $1,286,815Expenses 2013: $1,354,590Net Income 2013: -$67,7752013Revenue 2014: $2,238,331Expenses 2014: $1,415,679Net Income 2014: $822,6522014Revenue 2015: $4,836,782Expenses 2015: $1,592,703Net Income 2015: $3,244,0792015Revenue 2016: $131,705,891Expenses 2016: $3,806,682Net Income 2016: $127,899,2092016Revenue 2017: $35,801,752Expenses 2017: $6,007,028Net Income 2017: $29,794,7242017Revenue 2018: $7,995,131Expenses 2018: $9,042,111Net Income 2018: -$1,046,9802018Revenue 2019: $88,266,136Expenses 2019: $12,308,427Net Income 2019: $75,957,7092019Revenue 2020: $11,786,045Expenses 2020: $15,155,146Net Income 2020: -$3,369,1012020Revenue 2021: $20,396,819Expenses 2021: $17,674,810Net Income 2021: $2,722,0092021Revenue 2022: $35,540,234Expenses 2022: $22,644,566Net Income 2022: $12,895,6682022Revenue 2023: $22,834,407Expenses 2023: $20,167,254Net Income 2023: $2,667,1532023Revenue 2024: $36,080,455Expenses 2024: $21,700,630Net Income 2024: $14,379,8252024

Highlighted filing

2020

Revenue$11,786,045
Expenses$15,155,146
Net Income-$3,369,101
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 14, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katherine Osborne ValdezPresident/DirectorPT$83,933$3,357$87,290
Ben H Powell VVP/Treas/Director-$0--
Albert S TaborVP/Sec/Director-$0--
Charles F CaldwellDirector-$0--
Marian M CaseyDirector-$0--
Marian P HarrisonDirector-$0--
Inez HillDirector-$0--
Katherine P HillDirector-$0--
Molly N KiddDirector-$0--
Nancy Powell MooreDirector-$0--
Ben H Powell VIDirector-$0--
Jan L RedfordDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Powell Foundation
EIN
74-6104592
Phone
7135237557
Address
2001 Kirby Drive, Houston, TX 77019

Signing Officer

Name
Katherine Osborne Valdez
Title
President/Director
Signed
2021-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Barbara Murphy
Phone
7134395739
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133,140 Abbvie Inc
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm568,270 Altria Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64,745 Amazon.com Inc
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85,000 ASML Holding
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1419,250 Chubb Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15113,428 Coca-Cola Co
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1730,100 Estee Lauder Companies Class A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1860,500 Facebook Inc Class A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1915,000 IHS Markit Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2044,500 Intercontinental Exchange
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm219,500 Intuit Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm224,600 Intuitive Surgical Inc
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2453,750 JPMorgan Chase & Co
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27112,010 Microsoft Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2834,307 Mondelez International
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2964,250 Nestle SA Spons ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3033,680 Nike Inc Class B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3185,100 Novo Nordisk A/S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3214,225 Otis Worldwide Corp
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3797,500 Roche Holdings AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3813,400 S&P Global Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm394,550 Sherwin-Williams Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4057,150 Texas Instruments Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4126,300 Union Pacific Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4216,520 UnitedHealth Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4321,150 Verisk Analytics Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4446,310 Visa Inc Class A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4510,636 Walt Disney Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46689,638 Vanguard Mid-Cap Index Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47361,726 Vanguard Total Int Stock Indx Fd
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt04078854
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt04078854
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt06586162
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05191373
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07237
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt011784772
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt011784772
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04221
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08443
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05191373
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt073861
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010072
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt083933
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt013077232
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt013252232
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01273
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06586162
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06586162
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3369101
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt036971945
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07237
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07237
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt04119
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt04119
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05191373
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011031927
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt059555
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt03135
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt062690
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0699239
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt032605
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0652108
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt050617
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt08208
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt058825
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt044709
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0591450
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0618059
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0131393
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt07716
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0152089
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt099165
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0252509
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt014154578
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0752845
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt015155146
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt011784772
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt011786045
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01077346
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0752845
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01902914
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt09632
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0494
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt010139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt031780572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05191373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05191373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt036971945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05191373
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3369101
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt052055266
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0395925720
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0347239555
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0395925720
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016882340
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016882340
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016882340
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt017035684
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0153344
IRS990PF/DistributableAmountGrp/TotalTaxAmt0153344
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt080591
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0153344
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0153344
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0153344
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt072753
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt080591
IRS990PF/FMVAssetsEOYAmt0396553076
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0202633
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0127356
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02957915
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0616718
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0616718
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt011924638
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt017041311
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt017041311
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0328444429
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0373164680
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0373164680
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0325000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0500000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0347239555
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt060334
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt018189
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt018189
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0616662
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01633324
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01633324
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0347767188
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0396553076
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0396553076
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0527633
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0627356
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0347767188
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0396553076
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0347239555
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0395925720
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03763210
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt04078854
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt04078854
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0345902206
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06505399
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0339396807
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05188533
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017035684
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0340713673
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0345902206
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt335.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0189712
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt198116
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2103588
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt393380
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt491085
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt025078
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt16129
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt214443
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt321849
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt418394
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Caroline J Sabin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1Eleisha Nelson-Reed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2Nicole T Ellis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3Chris Ehlinger
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4Nicole Moore-Kriel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0ExDir to 7/13
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1ExDir fr 7/13
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2Prgm Officer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3Controller
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4Prgm Officer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt02001 Kirby Drive 1011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt12001 Kirby Drive 1011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt22001 Kirby Drive 1011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt32001 Kirby Drive 1011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt42001 Kirby Drive 1011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd077019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd177019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd277019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd377019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd477019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Fayez Sarofim & Co
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0591450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0909 Fannin St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TX

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$396,553,076
Liabilities
$627,356
Net assets
$395,925,720
Revenue
$11,786,045
Expenses
$15,155,146
Net income
-$3,369,101
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$452$1.69$450$36.1$21.7$14.4
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$421$1.38$420$22.8$20.2$2.67
2022Detailed filing. Detailed filing data is available for this year.$373$1.17$372$35.5$22.6$12.9
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$470$0.79$469$20.4$17.7$2.72
2020Detailed filing. Detailed filing data is available for this year.$397$0.63$396$11.8$15.2$3.37
2019Detailed filing. Detailed filing data is available for this year.$348$0.53$347$88.3$12.3$76.0
2018Detailed filing. Detailed filing data is available for this year.$207$0.20$207$8.00$9.04$1.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$232$0.42$231$35.8$6.01$29.8
2016Detailed filing. Detailed filing data is available for this year.$166$1.69$165$132$3.81$128
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.0$0.03$31.0$4.84$1.59$3.24
2014Summary only. Only limited summary data is available for this year.$31.6$0.09$2.24$1.42$0.82
2013Summary only. Only limited summary data is available for this year.$30.0$0.14$1.29$1.35$0.07
2012Summary only. Only limited summary data is available for this year.$25.4$0.09$1.69$1.25$0.44
2011Summary only. Only limited summary data is available for this year.$23.1$0.05$2.45$0.95$1.50