Nonprofit · EIN 74-6013920
HOUSTON ENDOWMENT INC
Tax-exempt · HOUSTON, TX 77007
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $160,328,117 | $122,463,869 | $37,864,248 | $2,503,355,968 | $113,782,678 | $2,389,573,290 |
| December 31, 2023 | 990-PF | $122,609,629 | $130,622,259 | -$8,012,630 | $2,370,195,483 | $93,471,052 | $2,276,724,431 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $4,434,577
- Interest
- $2,242,142
- Net gain from sales of assets
- $132,822,637
- Other income
- $20,827,940
Expenses
- Grants and similar amounts paid
- $94,184,343
- Compensation of officers, directors and key employees
- $1,359,540
- Salaries, compensation and benefits (total)
- $5,134,740
- Disbursements for charitable purposes
- $119,909,797
- Excise tax on investment income
- $2,097,907
Balance sheet and other
- Total assets, start of year
- $2,370,195,483
- Total assets, end of year
- $2,503,355,968
- Total liabilities, end of year
- $113,782,678
- Net assets, end of year
- $2,389,573,290
- Fair market value of assets
- $2,550,797,863
- Qualifying distributions
- $120,053,966
- Net investment income
- $180,391,470
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANN B STERN 3683 WILLIA STREET, Houston, TX 770077427 | DIRECTOR, PRESIDENT, & CEO | 40 | $903,747 | $346,454 |
| Steven A Hartman 3683 Willia Street, Houston, TX 770077427 | VP, FINANCE | 40 | $402,000 | $147,888 |
| John Rosenkild 3683 Willia Street, Houston, TX 770077427 | General Counsel Highest-paid employee | 40 | $304,967 | $86,464 |
| Sheryl Fultz 3683 Willia Street, Houston, TX 770077427 | Dir., HR Highest-paid employee | 40 | $261,100 | $114,465 |
| Stephanie Getman 3683 Willia Street, Houston, TX 770077427 | Dir., Communications Highest-paid employee | 40 | $231,800 | $44,412 |
| Katie Niemann 3683 Willia Street, Houston, TX 770077427 | Dir., IT & Fac. Highest-paid employee | 40 | $215,500 | $74,534 |
| Jennifer Jouas 3683 Willia Street, Houston, TX 770077427 | Dir., Fin. & Acct. Highest-paid employee | 40 | $211,600 | $63,844 |
| Tabitha Rice 3683 Willia Street, Houston, TX 770077427 | VP, Programs (Beginning July 2024) | 40 | $200,000 | $29,927 |
| Arshad Matin 3683 Willia Street, Houston, TX 770077427 | Director | 2 | $0 | $0 |
| JOHN M ESQUIVEL 3683 Willia Street, Houston, TX 770077427 | DIRECTOR | 2 | $0 | $0 |
| Pedro JJ Alvarez 3683 Willia Street, Houston, TX 770077427 | Director | 2 | $0 | $0 |
| Ann Barnes 3683 Willia Street, Houston, TX 770077427 | DIRECTOR | 2 | $0 | $0 |
| ANTHONY R CHASE 3683 Willia Street, Houston, TX 770077427 | DIRECTOR | 2 | $0 | $0 |
| Darryl L Wilson 3683 WILLIA STREET, Houston, TX 770077427 | Director | 2 | $0 | $0 |
| George Levan 3683 WILLIA STREET, Houston, TX 770077427 | Director | 2 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Melanie M Trent 3683 Willia Street, Houston, TX 770077427 | Director, Chair | 4 | $0 |
| Joseph C Dilg 3683 Willia Street, Houston, TX 770077427 | Director | 2 | $0 |
990-PF for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANN B STERN 3683 WILLIA STREET, Houston, TX 770077427 | DIRECTOR, PRESIDENT, & CEO | 40 | $722,000 | $308,416 |
| LISA A HALL 3683 WILLIA STREET, Houston, TX 770077427 | VP, Program Strategy | 40 | $667,700 | $163,687 |
| Steven A Hartman 3683 Willia Street, Houston, TX 770077427 | VP, FINANCE | 40 | $385,000 | $138,182 |
| John Rosenkild 3683 Willia Street, Houston, TX 770077427 | Dir., Legal Highest-paid employee | 40 | $256,041 | $68,913 |
| Sheryl Fultz 3683 Willia Street, Houston, TX 770077427 | Dir., HR Highest-paid employee | 40 | $249,900 | $104,317 |
| Katie Niemann 3683 Willia Street, Houston, TX 770077427 | Dir., IT & Fac. Highest-paid employee | 40 | $200,500 | $69,498 |
| Jennifer Jouas 3683 Willia Street, Houston, TX 770077427 | Dir., Fin. & Acct. Highest-paid employee | 40 | $199,600 | $59,246 |
| Meghna Goswami 3683 Willia Street, Houston, TX 770077427 | Prog. Dir., Civ. Highest-paid employee | 40 | $193,500 | $71,570 |
| Arshad Matin 3683 Willia Street, Houston, TX 770077427 | Director | 2 | $0 | $0 |
| JOHN M ESQUIVEL 3683 Willia Street, Houston, TX 770077427 | DIRECTOR | 2 | $0 | $0 |
| Pedro JJ Alvarez 3683 Willia Street, Houston, TX 770077427 | Director | 2 | $0 | $0 |
| Ann Barnes 3683 Willia Street, Houston, TX 770077427 | DIRECTOR | 2 | $0 | $0 |
| ANTHONY R CHASE 3683 Willia Street, Houston, TX 770077427 | DIRECTOR | 2 | $0 | $0 |
| Darryl L Wilson 3683 WILLIA STREET, Houston, TX 770077427 | Director | 2 | $0 | $0 |
| George Levan 3683 WILLIA STREET, Houston, TX 770077427 | Director | 2 | $0 | $0 |
| Joseph C Dilg 3683 Willia Street, Houston, TX 770077427 | DIRECTOR, CHAIR | 4 | $0 | $0 |
| Melanie M Edwards 3683 Willia Street, Houston, TX 770077427 | Director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3683 WILLIA ST, HOUSTON, TX 77007-7427
- In care of
- % F XAVIER PENA
- Signed the 990-PF
- Ann B Stern, PRESIDENT, & CEO
- Phone
- (713) 238-8100
- Website
- WWW.HOUSTONENDOWMENT.ORG
- Return prepared by
- CROWE LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 74-6013920
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1938
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,503,355,968
- Income (IRS master file)
- $427,395,885
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $160,328,117 | $122,463,869 | $2,503,355,968 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $122,609,629 | $130,622,259 | $2,370,195,483 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-6013920).
Questions about HOUSTON ENDOWMENT INC
- What is the EIN of HOUSTON ENDOWMENT INC?
- The employer identification number (EIN) of HOUSTON ENDOWMENT INC is 74-6013920.
- Is HOUSTON ENDOWMENT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1938.
- Are donations to HOUSTON ENDOWMENT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HOUSTON ENDOWMENT INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HOUSTON ENDOWMENT INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOUSTON ENDOWMENT INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HOUSTON ENDOWMENT INC?
- The 990-PF for the year ended December 31, 2024 lists 17 people; 8 received compensation from the organization, the highest $903,747 (ANN B STERN, DIRECTOR, PRESIDENT, & CEO).
- How much revenue does HOUSTON ENDOWMENT INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $160,328,117, expenses of $122,463,869 and total assets of $2,503,355,968 at year end.
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