Civic Intelligence

The Joella and Stewart Morris Foundation

EIN 76-0632523 • 501(c)3 • Houston, TX

Profile

Receive and maintain funds to provide support to exempt organizations under irc sec 501(c)(3).

601 Sawyer Street 660Houston, TX 77007

n/A

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

52nd percentile

4.8%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

15%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$7,748,192

Up $351,681 (+4.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$7,748,192

Up $351,681 (+4.8%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin63rd percentile

Revenue

Up

$3,162,674

Up $415,608 (+15%) from 2023

Expenses

Up

$2,810,993

Up $297,006 (+12%) from 2023

Net Income

Up

$351,681

Up $118,602 (+51%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,147,622Liabilities 2010: $1,682Net Assets 2010: $5,145,9402010Assets 2011: $5,649,470Liabilities 2011: $3,825Net Assets 2011: $5,645,6452011Assets 2012: $6,075,621Liabilities 2012: $1,965Net Assets 2012: $6,073,6562012Assets 2013: $6,247,718Liabilities 2013: $2,151Net Assets 2013: $6,245,5672013Assets 2014: $6,688,490Liabilities 2014: $715Net Assets 2014: $6,687,7752014Assets 2015: $6,704,767Liabilities 2015: $0Net Assets 2015: $6,704,7672015Assets 2016: $6,882,397Liabilities 2016: $0Net Assets 2016: $6,882,3972016Assets 2017: $7,078,926Liabilities 2017: $0Net Assets 2017: $7,078,9262017Assets 2018: $6,976,050Liabilities 2018: $0Net Assets 2018: $6,976,0502018Assets 2019: $7,171,556Liabilities 2019: $0Net Assets 2019: $7,171,5562019Assets 2020: $7,295,039Liabilities 2020: $0Net Assets 2020: $7,295,0392020Assets 2021: $7,794,072Liabilities 2021: $0Net Assets 2021: $7,794,0722021Assets 2022: $7,163,432Liabilities 2022: $0Net Assets 2022: $7,163,4322022Assets 2023: $7,396,511Liabilities 2023: $0Net Assets 2023: $7,396,5112023Assets 2024: $7,748,192Liabilities 2024: $0Net Assets 2024: $7,748,1922024

Highlighted filing

2024

Assets$7,748,192
Liabilities$0
Net Assets$7,748,192
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $544,728Expenses 2010: $328,996Net Income 2010: $215,7322010Revenue 2011: $1,000,320Expenses 2011: $500,615Net Income 2011: $499,7052011Revenue 2012: $549,777Expenses 2012: $121,766Net Income 2012: $428,0112012Revenue 2013: $1,557,834Expenses 2013: $1,385,923Net Income 2013: $171,9112013Revenue 2014: $875,751Expenses 2014: $433,543Net Income 2014: $442,2082014Revenue 2015: $310,197Expenses 2015: $293,205Net Income 2015: $16,9922015Revenue 2016: $353,906Expenses 2016: $176,276Net Income 2016: $177,6302016Revenue 2017: $1,082,219Expenses 2017: $885,690Net Income 2017: $196,5292017Revenue 2018: $904,564Expenses 2018: $1,007,440Net Income 2018: -$102,8762018Revenue 2019: $2,608,487Expenses 2019: $2,412,981Net Income 2019: $195,5062019Revenue 2020: $4,135,730Expenses 2020: $4,012,247Net Income 2020: $123,4832020Revenue 2021: $2,281,793Expenses 2021: $1,782,760Net Income 2021: $499,0332021Revenue 2022: $2,185,889Expenses 2022: $2,816,529Net Income 2022: -$630,6402022Revenue 2023: $2,747,066Expenses 2023: $2,513,987Net Income 2023: $233,0792023Revenue 2024: $3,162,674Expenses 2024: $2,810,993Net Income 2024: $351,6812024

Highlighted filing

2024

Revenue$3,162,674
Expenses$2,810,993
Net Income$351,681
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,748,192
Liabilities
$0
Net assets
$7,748,192
Revenue
$3,162,674
Expenses
$2,810,993
Net income
$351,681
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.75$0.00$7.75$3.16$2.81$0.35
2023Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$2.75$2.51$0.23
2022Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$2.19$2.82$0.63
2021Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$2.28$1.78$0.50
2020Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$4.14$4.01$0.12
2019Summary only. Only limited summary data is available for this year.$7.17$0.00$7.17$2.61$2.41$0.20
2018Summary only. Only limited summary data is available for this year.$6.98$0.00$6.98$0.90$1.01$0.10
2017Summary only. Only limited summary data is available for this year.$7.08$0.00$7.08$1.08$0.89$0.20
2016Summary only. Only limited summary data is available for this year.$6.88$0.00$6.88$0.35$0.18$0.18
2015Summary only. Only limited summary data is available for this year.$6.70$0.00$6.70$0.31$0.29$0.02
2014Summary only. Only limited summary data is available for this year.$6.69$0.00$6.69$0.88$0.43$0.44
2013Summary only. Only limited summary data is available for this year.$6.25$0.00$6.25$1.56$1.39$0.17
2012Summary only. Only limited summary data is available for this year.$6.08$0.00$6.07$0.55$0.12$0.43
2011Summary only. Only limited summary data is available for this year.$5.65$0.00$5.65$1.00$0.50$0.50
2010Summary only. Only limited summary data is available for this year.$5.15$0.00$5.15$0.54$0.33$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$6,079,203
Mission and Program Overview

Mission

Receive and maintain funds to provide support to exempt organizations under irc sec 501(c)(3).

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$7,396,511$7,748,192▲ $351,681
Investments in Publicly Traded Securities$5,369,775$5,654,622▲ $284,847
Investments Other Securities$1,523,602$1,423,809▼ $99,793
Savings and Temporary Cash Investments$265,111$613,931▲ $348,820
Cash and Non-Interest-Bearing Accounts$237,023$54,830▼ $182,193
Prepaid Expenses and Deferred Charges$1,000$1,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$7,396,511$7,748,192▲ $351,681
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,396,511$7,748,192▲ $351,681
Total Liabilities and Net Assets / Fund Balance$7,396,511$7,748,192▲ $351,681

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$364,052--
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Glenn Clements JrTrustee and Chairman
Caralisa SimonTrustee and President
Anne NeesonTrustee
Archie DunhamTrustee
Eleanor BartonTrustee
Mary CurrinTrustee
Carlotta CoffmanTrustee and Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,200,000
Program Service Revenue
$0
Investment Income
$962,674
Other Revenue
$0
All Other Contributions
$2,200,000
Change in Net Assets
$351,681
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,680,000
Other Expenses$130,993
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,680,000--$2,680,000
Fees for Service Investment Mgmnt Fees-$72,320-$72,320
Fees for Services Legal-$12,659-$12,659
Occupancy-$12,000-$12,000
Fees for Services Accounting-$7,870-$7,870
Other Expenses-$7,793-$7,793
Office Expenses-$1,570-$1,570
Conferences and Meetings-$1,237-$1,237
Total Functional Expenses$2,680,000$130,993$0$2,810,993
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Houston Christian UniversityHouston, TXIrc Sec 501(c)(3)Support Cost of Building on University Campus$2,000,000
Memorial Hermann FoundationHouston, TXIrc Sec 501(c)(3)Support Cost of Building on Hospital Campus$200,000
Houston Christian UniversityHouston, TXIrc Sec 501(c)(3)General Support - Educational Activities$120,000
Memorial Hermann FoundationHouston, TXIrc Sec 501(c)(3)Support Cost of Assets for Life Flight Fleet Expansion$120,000
Second Baptist ChurchHouston, TXIrc Sec 501(c)(3)General Support - Religious Activities$120,000
Houston Christian UniversityHouston, TXIrc Sec 501(c)(3)Support Cost of Building on University Campus$60,000
Washington & Lee UniversityLexington, VAIrc Sec 501(c)(3)Maintenance and Renovation Costs of Building on Campus$60,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Caralisa simon, trustee & president, is sister to carlotta barker, trustee & secretary. Stewart morris, trustee & chairman, is father to caralisa simon, trustee & president. Stewart morris, trustee & chairman, is father to carlotta barker, trustee & secretary. Glenn clements, jr., chief financial officer, is son to caralisa simon, trustee & president. Mary currin, trustee, is attorney and has represented stewart morris, lisa simon, carlotta coffman, and glen clements, jr. As their attorney.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the president and chief financial officer after it has been completed by the cpa. The form 990 is made available to the trustees at the first quarter board meeting.”

Form 990, Part VI, Section B, Line 12C

“The board members are required to answer a series of questions in writing annually to assure compliance with conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Joella and Stewart Morris Foundation
EIN
76-0632523
Phone
7135151930
Address
601 SAWYER STREET 660, HOUSTON, TX 77007

Signing Officer

Name
Caralisa Simon
Title
Trustee & President
Phone
7135151930
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Caralisa Simon
Formed
2000
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Christine N Heisler
Address
7500 SAN FELIPE SUITE 860, HOUSTON, TX 77063
Preparer
Christine N Heisler
Phone
7137836450
Raw XML AppendixShowing 400 of 458 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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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0351681
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0265111
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0613931
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt04
IRS990ScheduleA/SupportedOrganizationsTotalCnt04
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741222252
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1741653640
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2741400699
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3540505977
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd13
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd32
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0120000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1320000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt22180000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt360000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SECOND BAPTIST CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1MEMORIAL HERMANN FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2HOUSTON CHRISTIAN UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3WASHINGTON & LEE UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02680000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0147927
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1425986
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2485844
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3364052
IRS990ScheduleD/OtherSecuritiesGrp/Desc01.2885% INT MCALISTER OPPORTUNITY FUND 2012, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc110649 SH MFC FLEXSHARES TRUST HIGH YIELD VALUE SCORED BOND INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc24.626631% INT MA OPPORTUNITY FUND II, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc33.8674008% INT CIRE RIVER RANCH EQUITY LP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01423809
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0120000
IRS990ScheduleI/RecipientTable/CashGrantAmt1120000
IRS990ScheduleI/RecipientTable/CashGrantAmt260000
IRS990ScheduleI/RecipientTable/CashGrantAmt3200000
IRS990ScheduleI/RecipientTable/CashGrantAmt42000000
IRS990ScheduleI/RecipientTable/CashGrantAmt5120000
IRS990ScheduleI/RecipientTable/CashGrantAmt660000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0IRC SEC 501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1IRC SEC 501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2IRC SEC 501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3IRC SEC 501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4IRC SEC 501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5IRC SEC 501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6IRC SEC 501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT - RELIGIOUS ACTIVITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT - EDUCATIONAL ACTIVITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2MAINTENANCE AND RENOVATION COSTS OF BUILDING ON CAMPUS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SUPPORT COST OF BUILDING ON HOSPITAL CAMPUS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SUPPORT COST OF BUILDING ON UNIVERSITY CAMPUS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5SUPPORT COST OF ASSETS FOR LIFE FLIGHT FLEET EXPANSION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6SUPPORT COST OF BUILDING ON UNIVERSITY CAMPUS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SECOND BAPTIST CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HOUSTON CHRISTIAN UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WASHINGTON & LEE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3MEMORIAL HERMANN FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4HOUSTON CHRISTIAN UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5MEMORIAL HERMANN FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6HOUSTON CHRISTIAN UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0741222252
IRS990ScheduleI/RecipientTable/RecipientEIN1741400699
IRS990ScheduleI/RecipientTable/RecipientEIN2540505977
IRS990ScheduleI/RecipientTable/RecipientEIN3741653640
IRS990ScheduleI/RecipientTable/RecipientEIN4741400699
IRS990ScheduleI/RecipientTable/RecipientEIN5741653640
IRS990ScheduleI/RecipientTable/RecipientEIN6741400699
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06400 WOODWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt17502 FONDREN RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2204 W WASHINGTON ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3929 GESSNER SUITE 2650
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt47502 FONDREN RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5929 GESSNER SUITE 2650
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt67502 FONDREN RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2LEXINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm3HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm4HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm5HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm6HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077057
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd177074
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd224450
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd377024
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd477074
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd577024
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd677074
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0AFTER DECISION BY THE BOARD TO AWARD A GRANT TO AN ORGANIZATION, A TRUSTEE WILL PRESENT CHECK TO BENEFICIARY ORGANIZATION AND ENCOURAGE THE RECIPIENT TO USE THE FUNDS TO PROMOTE ITS PURPOSE. REPORTS OF THE USE OF THE FUNDS ARE SUPPLIED BY A TRUSTEE AT THE FOLLOWING BOARD MEETING UPON RECEIPT OF THE INFORMATION FROM THE BENEFICIARY ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CARALISA SIMON, TRUSTEE & PRESIDENT, IS SISTER TO CARLOTTA BARKER, TRUSTEE & SECRETARY. STEWART MORRIS, TRUSTEE & CHAIRMAN, IS FATHER TO CARALISA SIMON, TRUSTEE & PRESIDENT. STEWART MORRIS, TRUSTEE & CHAIRMAN, IS FATHER TO CARLOTTA BARKER, TRUSTEE & SECRETARY. GLENN CLEMENTS, JR., CHIEF FINANCIAL OFFICER, IS SON TO CARALISA SIMON, TRUSTEE & PRESIDENT. MARY CURRIN, TRUSTEE, IS ATTORNEY AND HAS REPRESENTED STEWART MORRIS, LISA SIMON, CARLOTTA COFFMAN, AND GLEN CLEMENTS, JR. AS THEIR ATTORNEY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE PRESIDENT AND CHIEF FINANCIAL OFFICER AFTER IT HAS BEEN COMPLETED BY THE CPA. THE FORM 990 IS MADE AVAILABLE TO THE TRUSTEES AT THE FIRST QUARTER BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD MEMBERS ARE REQUIRED TO ANSWER A SERIES OF QUESTIONS IN WRITING ANNUALLY TO ASSURE COMPLIANCE WITH CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07396511
IRS990/TotalAssetsEOYAmt07748192
IRS990/TotalAssetsGrp/BOYAmt07396511
IRS990/TotalAssetsGrp/EOYAmt07748192
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02200000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0130993
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02680000
IRS990/TotalFunctionalExpensesGrp/TotalAmt02810993

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