Civic Intelligence

Simmons Foundation Inc.

990PF • Fiscal year 2014 • EIN 76-0398915

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 14, 2015

Organization Profile
109 N Post Oak LaneHouston, TX 77024

(713) 580-1800

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

55th percentile

5.4%

Higher net margin than 55% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

76th percentile

$107,224

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

61st percentile

4.5%

Faster asset growth than 61% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

94th percentile

158%

Faster revenue growth than 94% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$4,759,131

Up $206,693 (+4.5%) from 2013

Net Assets

$4,759,131

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin55th percentile

Revenue

Up

$3,672,855

Up $2,249,287 (+158%) from 2013

Expenses

Down

$3,476,162

Down $389,332 (-10%) from 2013

Net Income

Up

$196,693

Up $2,638,619 (+108%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$10M$5.0M$0Assets 2011: $9,546,255Liabilities 2011: $02011Assets 2012: $6,994,364Liabilities 2012: $02012Assets 2013: $4,552,438Liabilities 2013: $02013Assets 2014: $4,759,131Liabilities 2014: $0Net Assets 2014: $4,759,1312014Assets 2015: $5,140,807Liabilities 2015: $0Net Assets 2015: $5,140,8072015Assets 2016: $5,312,082Liabilities 2016: $0Net Assets 2016: $5,312,0822016Assets 2017: $5,406,052Liabilities 2017: $0Net Assets 2017: $5,406,0522017Assets 2018: $3,326,078Liabilities 2018: $0Net Assets 2018: $3,326,0782018Assets 2019: $3,523,951Liabilities 2019: $0Net Assets 2019: $3,523,9512019Assets 2020: $1,999,841Liabilities 2020: $0Net Assets 2020: $1,999,8412020Assets 2021: $771,865Liabilities 2021: $0Net Assets 2021: $771,8652021Assets 2022: $761,738Liabilities 2022: $0Net Assets 2022: $761,7382022Assets 2023: $865,040Liabilities 2023: $0Net Assets 2023: $865,0402023Assets 2024: $2,548,456Liabilities 2024: $150Net Assets 2024: $2,548,3062024

Highlighted filing

2014

Assets$4,759,131
Liabilities$0
Net Assets$4,759,131
Open 2014 Filing

Operations Trend

Revenue Growth94th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,285,493Expenses 2011: $4,074,151Net Income 2011: -$1,788,6582011Revenue 2012: $1,336,895Expenses 2012: $3,888,786Net Income 2012: -$2,551,8912012Revenue 2013: $1,423,568Expenses 2013: $3,865,494Net Income 2013: -$2,441,9262013Revenue 2014: $3,672,855Expenses 2014: $3,476,162Net Income 2014: $196,6932014Revenue 2015: $3,987,680Expenses 2015: $3,606,004Net Income 2015: $381,6762015Revenue 2016: $3,768,622Expenses 2016: $3,597,347Net Income 2016: $171,2752016Revenue 2017: $4,597,563Expenses 2017: $4,503,593Net Income 2017: $93,9702017Revenue 2018: $6,897,387Expenses 2018: $5,460,965Net Income 2018: $1,436,4222018Revenue 2019: $8,413,900Expenses 2019: $5,672,634Net Income 2019: $2,741,2662019Revenue 2020: $2,298,635Expenses 2020: $3,822,745Net Income 2020: -$1,524,1102020Revenue 2021: $1,637,816Expenses 2021: $2,234,318Net Income 2021: -$596,5022021Revenue 2022: $120,719Expenses 2022: $130,846Net Income 2022: -$10,1272022Revenue 2023: $2,134,681Expenses 2023: $1,027,749Net Income 2023: $1,106,9322023Revenue 2024: $8,735,777Expenses 2024: $3,542,062Net Income 2024: $5,193,7152024

Highlighted filing

2014

Revenue$3,672,855
Expenses$3,476,162
Net Income$196,693
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 14, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda J CloudSecretary/TreasFT$101,436$5,788$107,224
Linda K MayPresident/DirectorFT$101,415$3,905$105,320
Robert F HenricksenVP / Director-$0--
Gay A RoaneDirector-$0--
Betty K MathisDirector-$0--
Jim T MillsDirector-$0--
John P DurieDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Simmons Foundation
EIN
76-0398915
Phone
7135801800
Address
109 N Post Oak Lane, Houston, TX 77024

Signing Officer

Name
Amanda J Cloud
Title
Secretary/Treas
Signed
2015-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Raw XML AppendixShowing 400 of 430 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Linda K May
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Amanda J Cloud
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Gay A Roane
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Jim T Mills
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6John P Durie
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4109 N Post Oak Lane Ste 220
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd177024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd277024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd377024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd477024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd577024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd677024
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01851011
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01853387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03808356
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03828007
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03966598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt03606901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03316493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.31797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.51514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.36304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.29007
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.23807
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.18353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05821375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07392923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt010544387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt013674545
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt015150602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt018070752
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03446605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.58984
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03444229
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03446605
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02376
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03446605
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0109 N Post Oak Ln Ste 220
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Houston
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077024
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Rebecca C Young
IRS990PF/StatementsRegardingActyGrp/PhoneNum07135801800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.thesimmonsfoundation.org
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0See the Foundation's website for application form and guidelines: www.thesimmonsfoundation.org/applicants
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Amanda Cloud
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07132688099
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0109 N Post Oak Lane Ste 220
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Houston
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd077024
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0See the Foundation's website.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0See the Foundation's website.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Gay A Roane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03004500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0See attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See attached list of grantees
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0benefits the local community
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03004500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0298693
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0298693
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03465760
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03326588
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03327319
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02889327
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02420083
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02420083
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016156906
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03147912
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03465760
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03326588
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03327319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02889327
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03446605
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03147912
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018576989
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015429077
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Gay A Roane
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0109 N Post Oak Lane Ste 220
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Houston
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077024
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03409827
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01850
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01850
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions:The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose listed on the schedule. During this tax year, the Foundation paid grants in an amount representing more than 25% of the Foundation's net assets of $5,898,423 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2014. Although the Foundation technically experienced a "substantial contraction," it will continue in existence and has no plans for dissolution.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Education expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Membership fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Office supplies & expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Other expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Software Maintenance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Student awards
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Telephone expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8Website
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0630
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15042
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt210350
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31844
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4188
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt53500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6940
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt74534
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt81246
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0630
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15042
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210350
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31844
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4188
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt53500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6940
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt74534
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt81246
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Partnership Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-5310
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-5310
OtherIncreasesSchedule/OtherIncreasesDetail/Amt010000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Returned grant
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt024142
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment advisory fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt024142
TaxesSchedule/TaxesDetail/Amt04149

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,759,131
Liabilities
$0
Net assets
$4,759,131
Revenue
$3,672,855
Expenses
$3,476,162
Net income
$196,693
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$8.74$3.54$5.19
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$2.13$1.03$1.11
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.12$0.13$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$1.64$2.23$0.60
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$2.30$3.82$1.52
2019Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$8.41$5.67$2.74
2018Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$6.90$5.46$1.44
2017Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$4.60$4.50$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$3.77$3.60$0.17
2015Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$3.99$3.61$0.38
2014Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$3.67$3.48$0.20
2013Summary only. Only limited summary data is available for this year.$4.55$0.00$1.42$3.87$2.44
2012Summary only. Only limited summary data is available for this year.$6.99$0.00$1.34$3.89$2.55
2011Summary only. Only limited summary data is available for this year.$9.55$0.00$2.29$4.07$1.79