Foundation Investment in the Greater Houston Community

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1 Foundation Investment in the Greater Houston Community

2 Strengthen CSF s role as a strong voice for philanthropy in the Southwest. Make foundations aware of the grantmaking by their colleagues. Become better informed about what foundations in the Southwest truly value in order to design programs and develop resources targeted to their needs and interests.

3 Analyzes giving by private foundations in our region (Arkansas, Arizona, Colorado, Nevada, New Mexico, Oklahoma and Texas) with at least $5 million in assets or $10,000 in grants paid. The data represents only foundations who file a 990PF (approximately 80% of CSF s membership is represented in this report, N = 186). Giving by community foundations, public charities, and operating foundations are not included in the scope of this report. The full report is available at

4 Funders in CSF s seven state region gave to Educational Institutions & Related Activities at almost double the amount of any other giving area.

5 Fewer than 20% of foundations researched for this study have more than $5 million in assets. Those with assets greater than $5 million account for more than 83% of total giving.

6 Grants by foundations within the state represent 69% of their giving. Total giving by 2,949 Texas foundations: $1.9 billion 47% of Foundations (1,396) granted more than $100,000 17% of Foundations (505) granted more than $500,000 Average grant = $37,852 $1.9 billion granted by Texas Foundations

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8 Michael and Susan Dell Foundation ExxonMobil Foundation Houston Endowment Inc. Brown Foundation Moody Foundation BP Foundation The Meadows Foundation Valero Energy Foundation AT&T Foundation O'Donnell Foundation T. L. L. Temple Foundation Cynthia and George Mitchell Foundation Rees-Jones Foundation William Stamps Farish Fund Robert A. Welch Foundation Perot Foundation Laura and John Arnold Foundation Amon G. Carter Foundation Harold Simmons Foundation Rainwater Charitable Foundation

9 Austin Brazoria Colorado Fort Bend Galveston Harris Liberty Matagorda Montgomery Walker Waller Wharton

10 COUNTY # FDNS ASSETS GIVING Austin 3 $2,665,993 $571,353 Brazoria 11 $11,705,595 $1,109,901 Colorado 2 $17,317,653 $724,921 Fort Bend 28 $372,675,491 $25,060,004 Galveston 37 $1,520,678,605 $54,397,869 Harris 708 $8,861,941,153 $599,734,835 Liberty 6 $21,172,990 $1,519,541 Matagorda 2 $24,258,301 $1,695,952 Montgomery 24 $233,858,228 $20,012,973 Walker 5 $11,920,420 $663,264 Waller 1 $287,876 $13,700 Wharton 2 $19,230,318 $1,159,250 TOTAL 829 $11,097,712,623 $706,663,563

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13 COUNTY # GRANTS AMOUNT PERCENT AVERAGE MEDIAN Austin 18 $300, % $16,680 $3,500 Brazoria 56 $1,304, % $23,293 $10,000 Chambers 4 $71, % $17,750 $10,000 Colorado 11 $210, % $19,175 $9,000 Fort Bend 152 $7,162, % $47,120 $10,000 Galveston 369 $21,318, % $57,773 $6,000 Harris 7,994 $302,011, % $37,780 $10,000 Liberty 9 $522, % $58,028 $20,000 Matagorda 33 $374, % $11,359 $5,000 Montgomery 90 $3,053, % $33,930 $7,500 Walker 36 $1,049, % $29,164 $6,000 Waller 42 $1,051, % $25,028 $10,000 Wharton 28 $600, % $21,429 $6,000 TOTAL 8,842 $339,030, % $38,343 $10,000

14 Grants paid in select counties by foundations also based in select counties. Total number of Grants 8,842 Total dollar amount of Grants $339,030,046

15 All Grants paid by foundations located in the select counties. Total number of Grants: 14,994 Total dollar amount of Grants: $686,745,839

16 Also based in 12 counties 24.7% of All Grants 1,501 Grants Total Amount: $83,750,282 Average Grant: $55,796 All Grants Paid 17% of All Grants 2,341Grants Total Amount: $116,977,230 Average Grant: $49,969

17 General & Rehabilitative 495 Grants 729 Grants Amount: $31,708,266 Amount: $38,112,729 Average: $64,057 Average: $52,281 Disease, Disorders, Medical Disciplines 496 Grants 718 Grants Amount: $23,145,560 Amount: $27,960,783 Average: $46,664 Average: $38,943

18 Medial Research 293 Grants 629 Grants Amount: $23,749,382 Amount: $45,060,070 Average: $81,056 Average: $71,638 Mental Health, Crisis Intervention 217 Grants 265 Grants Amount: $5,147,074 Amount: $5,843,648 Average: $23,719 Average: $22,052

19 Also based in 12 counties 24.6% of All Grants 1,987 Grants Total Amount: $83,299,790 Average Grant: $41,922 All Grants Paid 30.4% of All Grants 3,883 Grants Total Amount: $208,713,707 Average Grant: $53,751

20 Also based in 12 counties 19.0% of All Grants 2,244 Grants Total Amount: $64,488,825 Average Grant: $28,738 All Grants Paid 11.9% of All Grants 3,292 Grants Total Amount: $81,702,190 Average Grant: $24,818

21 Human Services- Multipurpose & Other 1,455 Grants 2,010 Grants Amount: $36,675,516 Amount: $45,034,183 Average: $25,207 Average: $22,405 Youth Development 253 Grants 393 Grants Amount: $9,051,688 Amount: $11,400,238 Average: $35,777 Average: $29,008

22 Recreation, Sports, Leisure, Athletics 183 Grants 331 Grants Amount: $6,071,644 Amount: $9,205,219 Average: $33,178 Average: $27,810 Food, Agriculture & Nutrition 122 Grants 216 Grants Amount: $4,024,971 Amount: $5,271,154 Average: $32,992 Average: $24,403

23 Housing, Shelter 61 Grants 77 Grants Amount: $3,996,463 Amount: $4,218,398 Average: $65,516 Average: $54,784 Employment, Job Related 57 Grants 70 Grants Amount: $2,507,950 Amount: $2,904,684 Average: $43,999 Average: $41,495

24 Crime/Legal Related 100 Grants 167 Grants Amount: $1,936,154 Amount: $3,330,375 Average: $19,363 Average: $19,942 Public Safety, Disaster Preparedness & Relief 13 Grants 28 Grants Amount: $224,439 Amount: $337,939 Average: $17,265 Average: $12,069

25 Also based in 12 counties 15.3% of All Grants 1,399 Grants Total Amount: $51,738,443 Average Grant: $36,982 All Grants Paid 11.3% of All Grants 1,987 Grants Total Amount: $77,517,193 Average Grant $39,012

26 Also based in 12 counties 6.0% of All Grants 501 Grants Total Amount: $20,217,162 Average Grant: $40,354 All Grants Paid 13.6% of All Grants 1,124 Grants Total Amount: $93,161,692 Average Grant: $82,884

27 Philanthropy, Volunteerism, & Grantmaking Organizations 229 Grants 467 Grants Amount: $12,091,096 Amount: $64,241,964 Average: $52,800 Average: $137,563 Community Improvement, Capacity Building 119 Grants 193 Grants Amount: $3,643,630 Amount: $14,190,153 Average: $30,619 Average: $73,524

28 Public Policy Research, Analysis 63 Grants 229 Grants Amount: $906,951 Amount: $4,597,141 Average: $14,396 Average: $20,075 Science & Technology Research Institutes, Services 46 Grants 123 Grants Amount: $2,945,625 Amount: $8,634,291 Average: $64,035 Average: $70,197

29 Civil Rights, Social Action, Advocacy 43 Grants 95 Grants Amount: $624,860 Amount: $1,362,143 Average: $14,532 Average: $14,338 Social Science Research Institutes, Services 1 Grant 17 Grants Amount: $5,000 Amount: $136,000 Average: $5,000 Average: $ 8,000

30 Also based in 12 counties 5.5% of All Grants 489 Grants Total Amount: $18,573,030 Average Grant: $37,982 All Grants Paid 9.2% of All Grants 882 Grants Total Amount: $63,224,375 Average Grant: $71,683

31 Animal Related 163 Grants 296 Grants Amount: $8,987,926 Amount: $13,952,509 Average: $55,141 Average: $47,137 Environmental Quality, Protection, & Beautification 326 Grants 586 Grants Amount: $9,585,104 Amount: $49,271,866 Average: $29,402 Average: $84,082

32 Also based in 12 counties 4.0% of All Grants 632 Grants Total Amount: $13,618,355 Average Grant: $21,548 All Grants Paid 3.2% of All Grants 1,122 Grants Total Amount: $22,068,330 Average Grant: $19,669

33 Also based in 12 counties 0.9% of All Grants 60 Grants Total Amount: $3,165,509 Average Grant: $52,758 All Grants Paid 3.4% of All Grants 310 Grants Total Amount: $23,019,972 Average Grant: $74,258

34 Also based in 12 counties 0.1% of All Grants 29 Grants Total Amount: $178,650 Average Grant: $6,160 All Grants Paid 0.1% of All Grants 53 Grants Total Amount: $361,150 Average Grant: $6,814

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36 Michael and Susan Dell Foundation ($8,552,208) McCombs Foundation ($4,033,000) Meadows Foundation ($3,355,062) Robert J. Kleberg Jr. and Helen C. Kleberg Foundation ($3,235,000) Kimberly-Clark Foundation ($2,121,426) Harry S. and Isabel C. Cameron Foundation ($1,978,850) Valero Energy Foundation ($1,705,502) John M. O'Quinn Foundation ($1,617,000) H. E. B. Tournament of Champions Charitable Trust ($1,214,600) Todd Brock Family Foundation ($1,085,698) Carlson Foundation ($1,015,000)

37 Harry S. and Isabel C. Cameron Foundation (118) Mechia Foundation (62) Valero Energy Foundation (59) Robert W. Knox Sr. and Pearl Willis Knox Charitable Foundation (52) H. E. B. Tournament of Champions Charitable Trust (44) Meadows Foundation (31) Michael and Susan Dell Foundation (24) Jack H. and William M. Light Charitable Trust (24) Andrew Delaney Foundation (24)

38 2,333 organizations received at least one grant 917 organizations received 2 or more grants 395 organizations received $100,000 or more in total giving

39 Discussion