Accepts applications
Can I apply?
Accepts applications
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one. 1 grant row on this return names no recipient we can compare (for example "see attached", or a name shorter than four characters) and is not counted.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $145,856,621 | $92,692,676 | $86,473,880 | $1,147,001,983 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| Charter Fund IncBroomfield, CO | Texas Supercharge Fund | $25,000,000 | 2022 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John O'Connor | Chair/Trustee | 5.00 | $0 |
| Isabel S Lummis | Pres/Trustee | 5.00 | $0 |
| Lousia S Sarofim | Sec/Trustee | 2.00 | $0 |
| Ann Ziker | ED/Asst Secretary |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $1,147,001,983 |
| FY2024 | 990-PF | $183,844,252 | $125,930,873 | $120,032,088 | $1,093,838,038 | $1,093,838,038 |
| FY2023 | 990-PF | $89,635,504 | $91,981,368 | $86,885,701 | $1,004,415,123 | $1,004,415,123 |
| FY2022 | 990-PF | $115,841,262 | $97,072,763 | $91,528,123 | $979,120,834 | $979,120,834 |
| FY2021 | 990-PF | $114,311,330 | $87,052,558 | $83,012,566 | $949,233,281 | $949,233,281 |
| An interconnected network of parks, trails, and greenspace for a more resilient and equitable Houston |
| $20,748,807 |
| 2024 |
| Buffalo Bayou PartnershipHouston, TX | Buffalo Bayou East 10-Year Plan (contingent) | $14,594,744 | 2023 |
| Baylor College of MedicineHouston, TX | Imagining Tomorrow's Medicine Today | $13,384,145 | 2024 |
| Baylor College of MedicineHouston, TX | Imagining Tomorrow's Medicine Today | $11,615,855 | 2024 |
| National Philanthropic TrustJenkintown, PA | Study Group and Matching Grant Programs | $11,000,000 | 2025 |
| National Philanthropic TrustJenkintown, PA | Study Group and Matching Grant Programs | $11,000,000 | 2024 |
| Harris Health Strategic FundBellaire, TX | Investing in a Healthier Harris County | $10,000,000 | 2025 |
| Greater Houston Community FoundatioHouston, TX | Houston Emerging Charter Fund | $10,000,000 | 2021 |
| St John's SchoolHouston, TX | St. John's Campaign for a new Lower School | $8,508,842 | 2024 |
| Memorial Park Conservancy IncHouston, TX | The Memorial Park Conservancy Capital Campaign | $7,500,000 | 2024 |
| Precinct4ForwardHouston, TX | Burnett Bayland Park Improvements | $7,500,000 | 2025 |
| Houston Parks BoardHouston, TX | Transforming regional parks: Hill at Sims | $7,096,078 | 2023 |
| YES Prep Public SchoolsHouston, TX | The Power of YES | $7,000,000 | 2025 |
| Hermann Park ConservancyHouston, TX | 10-year plan (Phase I) | $6,000,000 | 2025 |
| Greater Houston Community FoundationHouston, TX | Houston Charter Seed Fund | $5,000,000 | 2025 |
| Foundation for Jones HallHouston, TX | Overture to the Future - A Capital Campaign for Jones Hall | $5,000,000 | 2023 |
| The University of Texas M D Anderson Cancer CenterHouston, TX | Northeast Project | $4,727,036 | 2023 |
| San Antonio Area FoundationSan Antonio, TX | To be directed for charitable contributions in memory of Nancy B. Negley | $4,600,000 | 2023 |
| Charter Fund IncBroomfield, CO | Fund IV Texas | $4,464,072 | 2021 |
| Greater Houston Community FoundationHouston, TX | Houston Charter Seed Fund | $4,175,754 | 2022 |
| Camp For All FoundationHouston, TX | Camp For All Blazing New Trails Capital Campaign ($4,200,000) and Operating Support ($30,000) | $4,047,833 | 2023 |
| The Kinkaid SchoolHouston, TX | Capital Projects | $4,019,750 | 2022 |
| Prairie View AM UniversityPrairie View, TX | President's Strategic Fund | $3,725,815 | 2021 |
| Southwestern UniversityGeorgetown, TX | Mood Bridwell Hall Renovation, part of the Thinking First Campaign | $3,624,395 | 2021 |
| 50.00 |
| $423,001 |
| Jacklyn Tatge | CFO/Treasurer | 40.00 | $307,500 |
| Ralph Abendshein | Trustee | 2.00 | $0 |
| Holbrook F Dorn | Trustee | 2.00 | $0 |
| William N Mathis | Trustee | 2.00 | $0 |
| Maria Mathis-Kruser | Trustee | 2.00 | $0 |
| Caroline Negley | Trustee | 2.00 | $0 |
| Ryan O'Connor | Trustee | 2.00 | $0 |
| Elisa Pye | Trustee | 2.00 | $0 |
| Christopher B Sarofim | Trustee | 2.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.