Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
VIVIAN L SMITH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1900 WEST LOOP SOUTH 1050
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOUSTON, TX770273207
A Employer identification number

76-0101380
B Telephone number (see instructions)

(713) 986-8030
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$90,255,894J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,390,033 1,390,033  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 951,115
b Gross sales price for all assets on line 6a 11,065,376
7 Capital gain net income (from Part IV, line 2)... 951,115
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,094 2,094  
12 Total. Add lines 1 through 11........ 2,343,242 2,343,242  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,190 4,095   4,095
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
384,430 334,430   50,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
75,909 48,740   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,599 1,388   1,211
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 471,128 388,653   55,306
25 Contributions, gifts, grants paid....... 4,110,000 4,110,000
26 Total expenses and disbursements. Add lines 24 and 25 4,581,128 388,653   4,165,306
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,237,886
b Net investment income (if negative, enter -0-) 1,954,589
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 4,005 3,907 3,907
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 41,461 14,292 14,292
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 56,375,511 Click to see attachment
List of Attached Documents:
// Content
53,937,825 		77,677,749
c Investments—corporate bonds (attach schedule)....... 10,655,963 Click to see attachment
List of Attached Documents:
// Content
10,203,880 		9,518,088
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,901,605 Click to see attachment
List of Attached Documents:
// Content
2,580,755 		3,041,858
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 68,978,545 66,740,659 90,255,894
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 68,978,545 66,740,659
29 Total net assets or fund balances (see instructions)..... 68,978,545 66,740,659
30 Total liabilities and net assets/fund balances (see instructions). 68,978,545 66,740,659
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
68,978,545
2
Enter amount from Part I, line 27a .....................
2
-2,237,886
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
66,740,659
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
66,740,659
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 11,057,537   10,106,094 951,443
b 7,839   8,167 -328
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       951,443
b       -328
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 951,115
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 27,169
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 27,169
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 27,169
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 41,461
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 61,461
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 34,292
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow34,292 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowR E SMITH INTERESTS INC Telephone no.right arrow (713) 986-8030

Located atright arrow1900 WEST LOOP SOUTH 1050HOUSTONTX ZIP+4right arrow770273207
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
Yes
 
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
AMY M MECKEL SECRETARY/TREASURER
10.00 		0 0 0
1900 WEST LOOP SOUTH STE 1050
HOUSTON,TX77027
RANSOM C LUMMIS PRESIDENT/TRUSTEE
2.00 		0 0 0
1900 WEST LOOP SOUTH STE 1050
HOUSTON,TX77027
CYNTHIA J ADKINS VP/TRUSTEE
2.00 		0 0 0
1900 WEST LOOP SOUTH STE 1050
HOUSTON,TX77027
KIRBY COHN MCCOOL TRUSTEE
2.00 		0 0 0
1900 WEST LOOP SOUTH STE 1050
HOUSTON,TX77027
JUDY S TATE TRUSTEE
2.00 		0 0 0
1900 WEST LOOP SOUTH STE 1050
HOUSTON,TX77027
LINDSEY HOLSTEAD TRUSTEE
2.00 		0 0 0
1900 WEST LOOP SOUTH STE 1050
HOUSTON,TX77027
JESSE H JONES II TRUSTEE
2.00 		0 0 0
1900 WEST LOOP SOUTH STE 1050
HOUSTON,TX77027
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
FAYEZ SAROFIM & CO INVESTMENT MANAGEMENT 293,603
TWO HOUSTON CENTER SUITE 2907
HOUSTON,TX77010
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 N/A 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
83,091,736
b
Average of monthly cash balances.......................
1b
442,696
c
Fair market value of all other assets (see instructions)................
1c
3,041,859
d
Total (add lines 1a, b, and c).........................
1d
86,576,291
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
86,576,291
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,298,644
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
85,277,647
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,263,882
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
4,263,882
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
27,169
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
27,169
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,236,713
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,236,713
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,236,713
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
4,165,306
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,165,306
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 4,236,713
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 4,097,016
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,165,306
a Applied to 2022, but not more than line 2a 4,097,016
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 68,290
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		4,168,423
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
AMY MECKEL VIVIAN L SMITH FOUNDATIO
1900 WEST LOOP SOUTH SUITE 1050
HOUSTON,TX770273207
(713) 986-8030
bThe form in which applications should be submitted and information and materials they should include:
NO SPECIFIC FORM REQUIRED. APPLICANTS MUST SPECIFY PURPOSE AND INCLUDE PROOF THAT THEY ARE QUALIFYING SEC 509(A)(1),(2) OR (3) ORGANIZATIONS.
cAny submission deadlines:
GRANTS MUST BE SUBMITTED BY FEB 15,MAY 15,AUG 15,AND OCT 25 PRECEDING THE QUARTERLY MEETINGS.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS. ALL RECIPIENTS MUST BE QUALIFYING SEC 509(A)(1),(2), OR (3) ORGANIZATIONS. THERE ARE NO RESTRICTIONS TO GEOGRAPHICAL AREAS OR CHARITABLE FIELDS.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMAZING PLACE

3735 DREXEL DRIVE
HOUSTON,TX77027 		N/A PC GENERAL OPERATIONS 25,000

ARMS WIDE ADOPTION SERVICES

6925 PORTWEST DR STE 110
HOUSTON,TX77024 		N/A PC SUPPORT HOUSTON POST ADOPTION PROGRAM. 5,000

BAKER RIPLEY

P O BOX 231808
HOUSTON,TX77233 		N/A PC SUPPORT COMMUNITY, ECONOMIC INITIATIVES & WELLNESS PROGRAMS IN HOUSTON 50,000

BIG BROTHERS BIG SISTERS LONE STAR GREATER HOUSTON

1003 WASHINGTON AVE
HOUSTON,TX77002 		N/A PC SUPPORT ONE-TO-ONE MENTORING PROGRAM. 25,000

BO'S PLACE

10050 BUFFALO SPEEDWAY
HOUSTON,TX77054 		N/A PC SUPPORT GENERAL OPERATIONS. 15,000

BREAKTHROUGH HOUSTON

2401 CLAREMONT LANE
HOUSTON,TX77019 		N/A PC OPERATING & PROGRAM EXPENSES. 25,000

BUFFALO BAYOU PARTNERSHIP

1019 COMMERCE ST STE 200
HOUSTON,TX77002 		N/A PC SUPPORT FALL 2023 / WINTER 2024 PROGRAMS 10,000

CAMP FOR ALL

3701 KIRBY DR STE 570
HOUSTON,TX77098 		N/A PC SUPPORT GENERAL OPERATING EXPENSES IN 2023. 50,000

CANCARE INC

9575 KATY FWY STE 428
HOUSTON,TX77024 		N/A PC EMOTIONAL SUPPORT PROGRAMS THAT SERVE CANCER PATIENTS & THEIR CAREGIVERS 20,000

CENTER FOR THE ARTS CRESTED BUTTE

P O BOX 1819
CRESTED BUTTE,CO81224 		N/A PC GENERAL OPERATIONS 10,000

CHILD ADVOCATES INC

3701 KIRBY DR STE 400
HOUSTON,TX77098 		N/A PC SUPPORT THE COURT SERVICES PROGRAM. 20,000

CHILDREN'S MUSEUM OF HOUSTON

1500 BINZ
HOUSTON,TX77004 		N/A PC SUPPORT GENERAL OPERATIONS FY23. 25,000

CHINQUAPIN PREPARATORY SCHOOL

2615 E WALLISVILLE RD
HIGHLANDS,TX77562 		N/A PC SUPPORT 2021-2023 ANNUAL PROGRAMS, SERVICES, SCHOLARSHIPS & GENERAL OPERATIONS. 50,000

COM FOUNDATION

1200 N AMBURN ROAD
TEXAS CITY,TX77591 		N/A PC SCHOLARSHIPS FOR 15 NURSING STUDENTS. 15,000

COMMUNITIES IN SCHOOLS - HOUSTON

1111 NORTH LOOP WEST STE 300
HOUSTON,TX77008 		N/A PC SUPPORT THE CIS DROPOUT PREVENTION CASE MANAGEMENT PROGRAM. 100,000

COMMUNITIES IN SCHOOLS - HOUSTON

1111 NORTH LOOP WEST STE 300
HOUSTON,TX77008 		N/A PC SUPPORT THE CIS DROPOUT PREVENTION & CASE MANAGEMENT PROGRAM AT BASTIAN, MCNAMARA, NEFF & SUTTON ELEMENTARY SCHOOLS 10,000

CONNECT COMMUNITY

6700 BELLAIRE BLVD
HOUSTON,TX77074 		N/A PC SUPPORT COMPREHENSIVE SUMMER PROGRAMMING IN THE COMMUNITY OF GULFTON/SHARPSTOWN 25,000

CONTEMPORARY ARTS MUSEUM HOUSTON

5216 MONTROSE BLVD
HOUSTON,TX77006 		N/A PC SUPPORT THE MUSEUM'S EXPANDED EDUCATION PROGRAMS IN THE COMING YEAR. 20,000

COVENANT HOUSE TEXAS

1111 LOVETT BLVD
HOUSTON,TX77006 		N/A PC PHASE II OF THE BUILDING FOR LIFE CAMPAIGN 25,000

CRIME STOPPERS OF HOUSTON

P O BOX 541654
HOUSTON,TX77254 		N/A PC FUNDS TO BE USED TO SUPPORT THE TIP LINE INSTITUTE 10,000

CRIMSON TIDE FOUNDATION

BOX 870343
TUSCALOOSA,AL354870343 		N/A PC FUNDS DIRECTED TO THE AREA OF GREATEST NEED. 15,000

CRISTO REY JESUIT

6700 MOUNT CARMEL STREET
HOUSTON,TX77087 		N/A PC FUNDS TO BE USED TO SUPPORT STUDENTS IN THE 2023-2024 SCHOOL YEAR 20,000

DEPELCHIN CHILDREN'S CENTER

4950 MEMORIAL DRIVE
HOUSTON,TX77007 		N/A PC SUPPORT DEPELCHIN'S PROGRAMS/SERVICES 25,000

DISCOVERY GREEN

1500 MCKINNEY
HOUSTON,TX77010 		N/A PC SUPPORT THE FAMILY & CHILDREN SERIES IN 2023. 25,000

DRESS FOR SUCCESS HOUSTON

3310 EASTSIDE STREET
HOUSTON,TX77098 		N/A PC SUPPORT THE PROFESSIONAL WOMEN'S GROUP PROGRAM. 25,000

ECHOS EPIPHANY COMMUNITY

9600 SOUTH GESSNER BLDG E
HOUSTON,TX77071 		N/A PC GENERAL OPERATIONS 20,000

EMERGE FELLOWSHIP

11251 NW FWY STE 330
HOUSTON,TX77092 		N/A PC SUPPORT EMERGE'S HOLISTIC COLLEGE READINESS PROGRAM 25,000

FOUNDATION FOR JONES HALL

55 WAUGH DRIVE STE 601
HOUSTON,TX77007 		N/A PC SUPPORT THE "OVERTURE FOR THE FUTURE" CAPITAL CAMPAIGN. 100,000

GATEWAY ACADEMY

3721 DACOMA STREET
HOUSTON,TX77092 		N/A PC FUNDS TO HIRE A NEW COUNSELOR 30,000

GENESYS WORKS

3100 MAIN STREET STE 702
HOUSTON,TX77002 		N/A PC GENERAL OPERATIONS 10,000

GIRL SCOUTS OF SAN JACINTO

3110 SOUTHWEST FWY
HOUSTON,TX77098 		N/A PC SUPPORT OUTREACH PROGRAMS FOR UNDERSERVED ELEMENTARY/MIDDLE/HIGH SCHOOL GIRLS IN SE TEXAS. 25,000

GLENWOOD CEMETERY HISTORIC PRESERVATION FOUNDATION

2525 WASHINGTON AVE
HOUSTON,TX77007 		N/A PC SUPPORT GENERAL OPERATIONS 10,000

GOOD SAMARITAN FOUNDATION

3262 WESTHEIMER RD STE 764
HOUSTON,TX77098 		N/A PC NURSING SCHOLARSHIP PROGRAMS. 50,000

HALO HOUSE FOUNDATION

2940 CORDOR STREET
HOUSTON,TX77054 		N/A PC SUPPORT OPERATIONS OF HALO HOUSE'S 33-UNIT FACILITY 15,000

HOUSTON ACHIEVEMENT PLACE

245 WEST 17TH STREET
HOUSTON,TX77008 		N/A PC SUPPORT PROJECT CLASS FOR SCHOOLS & CHILDREN'S BOOKS ANIMATED FILMS SOCIAL SKILLS INITIATIVE 15,000

HOUSTON ARBORETUM & NATURE CENTER

4501 WOODWAY DRIVE
HOUSTON,TX77024 		N/A PC SUPPORT ADOPT-A-SCHOOL SCIENCE EDUCATION PROGRAM. 10,000

HOUSTON AREA WOMEN'S CENTER ATTN HOU1160

P O BOX 650998
DALLAS,TX782650998 		N/A PC GENERAL OPERATIONS 5,000

HOUSTON BALLET

601 PRESTON STREET
HOUSTON,TX77002 		N/A PC SUPPORT THE 2023-2024 BALLET SEASON 25,000

HOUSTON BALLET

601 PRESTON STREET
HOUSTON,TX77002 		N/A PC GENERAL OPERATIONS 10,000

HOUSTON BALLET

601 PRESTON STREET
HOUSTON,TX77002 		N/A PC GENERAL OPERATIONS 5,000

HOUSTON BOTANIC GARDEN

8205 N BAYOU DRIVE
HOUSTON,TX77017 		N/A PC GENERAL OPERATIONS 25,000

HOUSTON BOTANIC GARDEN

8205 N BAYOU DRIVE
HOUSTON,TX77017 		N/A PC GENERAL OPERATIONS 5,000

HOUSTON FOOD BANK

535 PORTWALL STREET
HOUSTON,TX77029 		N/A PC SUPPORT THE BACKPACK BUDDY PROGRAM. 50,000

HOUSTON GRAND OPERA

510 PRESTON STREET
HOUSTON,TX77002 		N/A PC SUPPORT THE COMMUNITY & LEARNING PROGRAMS IN 2022-23 25,000

HOUSTON HOSPICE

1905 HOLCOMBE BLVD
HOUSTON,TX77030 		N/A PC FUNDS TO PROVIDE DIGNIFIED END-OF-LIFE CARE TO TERMINALLY ILL PATIENTS & CRITICAL BEREAVEMENT SUPPORT TO THEIR FAMILIES 100,000

HOUSTON METHODIST HOSPITAL FOUNDATION

P O BOX 4384
HOUSTON,TX772104384 		N/A PC FUNDS TO SUPPORT THE SUMMER UNDERGRADUATE RESEARCH INTERNSHIP. 15,000

HOUSTON MUSEUM OF NATURAL SCIENCE

5555 HERMANN PARK DR
HOUSTON,TX77030 		N/A PC SUPPORT 2023 YOUTH SCIENCE EDUCATION PROGRAMMING. 25,000

HOUSTON PARKS BOARD

300 NORTH POST OAK LANE
HOUSTON,TX77024 		N/A PC SUPPORT THE CREATION/IMPROVEMENT OF PARKS, TRAILS & GREEN SPACE IN HOUSTON. 25,000

HOUSTON POLICE FOUNDATION

1221 MCKINNEY ST STE 2100
HOUSTON,TX77010 		N/A PC FUNDS TO SUPPORT THE K-9 UNIT AND MOUNTED PATROL PROGRAM 15,000

HOUSTON SYMPHONY

615 LOUISIANA ST STE 102
HOUSTON,TX77002 		N/A PC SUPPORT THE 2022-23 PNC FAMILY CONCERT SERIES. 25,000

HSPVA FRIENDS

P O BOX 52910
HOUSTON,TX77052 		N/A PC GENERAL OPERATIONS 15,000

IEDUCATE

1600 HIGHWAY 6 SOUTH STE 250
SUGAR LAND,TX77478 		N/A PC SUPPORT COMPREHENSIVE TUTORING PROGRAM TARGETING AT-RISK STUDENTS IN TITLE 1 SCHOOLS 25,000

JULIE ROGERS GIFT OF LIFE PROGRAM

2390 DOWLEN
BEAUMONT,TX77706 		N/A PC SUPPORT TO HELP FUND ANNUAL BREAST EXAMS/MAMMOGRAMS FOR MEDICALLY UNDERSERVED WOMEN IN 7 COUNTIES IN SW TEXAS. 15,000

JUNIOR ACHIEVEMENT OF SOUTHEAST TEXAS

2115 E GOVERNERS CIRCLE
HOUSTON,TX77092 		N/A PC SUPPORT FIVE SCHOOLS' PARTICIPATION IN YOUR PROGRAMS FOR 2023-2024 SCHOOL YEAR 25,000

KIDS' MEALS INC

330 GARDEN OAKS BLVD
HOUSTON,TX77018 		N/A PC GENERAL OPERATIONS OF THE HEALTHY MEAL DELIVERY PROGRAM 20,000

KIDS' MEALS INC

330 GARDEN OAKS BLVD
HOUSTON,TX77018 		N/A PC BUILDING HOPE CAMPAIGN 80,000

LAWNDALE ART AND PERFORMANCE CENTER

4912 MAIN STREET
HOUSTON,TX77002 		N/A PC GENERAL OPERATIONS 10,000

LORD OF THE STREETS EPISCOPAL CHURCH

3401 FANNIN STREET
HOUSTON,TX77004 		N/A PC SUPPORT DIRECT ASSISTANCE EXPENSES 2023 10,000

LOVING HOUSTON

2916 WEST TC JESTER STE 200
HOUSTON,TX77018 		N/A PC SUPPORT DISTRICT COORDINATOR TEAM IN ALDINE, HOUSTON, HUMBLE, KLEIN, LAMAR CONSOLIDATED, & STAFFORD MUNICIPAL ISDS FOR 2023-24 20,000

MEMORIAL HERMANN FOUNDATION

929 GESSNER STE 2650
HOUSTON,TX77024 		N/A PC BEHAVIORAL HEALTH SERVICES PROGRAM IN HOUSTON 50,000

MENIL FOUNDATION INC

1515 BRANARD STREET
HOUSTON,TX77006 		N/A PC GENERAL OPERATIONS 10,000

MUSEUM OF FINE ARTS HOUSTON

P O BOX 6826
HOUSTON,TX772656826 		N/A PC GENERAL OPERATIONS 5,000

MUSEUM OF FINE ARTS HOUSTON

P O BOX 6826
HOUSTON,TX772656826 		N/A PC GENERAL OPERATIONS 20,000

NEUHAUS EDUCATION CENTER

4433 BISSONNETT
BELLAIRE,TX77401 		N/A PC AID FAMILY SUPPORT PROGRAM. 10,000

NEW HOPE HOUSING INC

3315 HARRISBURG BLVD STE 400
HOUSTON,TX77003 		N/A PC SUPPORT CONSTRUCTION OF NHH SAVOY. 25,000

NEXTOP

P O BOX 266
HOUSTON,TX77001 		N/A PC SUPPORT TEXAS VETERAN EMPLOYMENT PROGRAM IN 2023. 10,000

NICK FINNEGAN COUNSELING CENTER

2714 JOANEL STREET
HOUSTON,TX77027 		N/A PC FUNDS USED TO OFFSET THE COST OF MENTAL HEALTH COUNSELING SERVICES 25,000

PALMER DRUG ABUSE PROGRAM

3730 KIRBY DRIVE STE 1200
HOUSTON,TX77098 		N/A PC SUPPORT PROGRAMS / SERVICES IN 2023. 15,000

PRO-VISION

2656 SOUTH LOOP WEST STE 650
HOUSTON,TX77054 		N/A PC SUPPORT CHARACTER DEVELOPMENT, JOB ENTERPRISE PROGRAMS & THE MCNAIR URBAN FARM / COMMUNITY GARDEN OUTREACH PROGRAM 10,000

REMIND

P O BOX 27607
HOUSTON,TX77227 		N/A PC FUNDS TO BE USED FOR PROGRAM SUPPORT AND TO EXPAND SERVICES OFFERED. 10,000

RONALD MCDONALD HOUSE HOUSTON

1907 HOLCOMBE BLVD
HOUSTON,TX77030 		N/A PC SUPPORT RMH PROGRAMS ACROSS ALL LOCATIONS. 100,000

SMALL STEPS NURTURING CENTER

2902 JENSEN DRIVE
HOUSTON,TX77026 		N/A PC SUPPORT SOCIAL/EMOTIONAL HEALTH PROGRAM FOR 2022-2024 SCHOOL YEAR AT THE 5TH WARD CAMPUS. 20,000

SPAY NEUTER ASSISTANCE PROGRAM INC

P O BOX 70286
HOUSTON,TX772800286 		N/A PC FUNDS TO SUPPORT CAPCITY-BUILDING AT SNAP'S FOUR CLINICS 15,000

SPECIAL OLYMPICS TEXAS

2501 CENTRAL PARKWAY STE C1A
HOUSTON,TX77092 		N/A PC SUPPORT GREATER HOUSTON AREA PROGRAMS/OPERATING COSTS/VOLUNTEER EXPENSES. 20,000

SPRINGSPIRIT BASEBALL

8526 PITNER ROAD
HOUSTON,TX77080 		N/A PC SUPPORT COMMUNITY ENGAGEMENT INITIATIVE PROGRAMS 30,000

ST JOHN'S SCHOOL

2401 CLAREMONT LANE
HOUSTON,TX77019 		N/A PC SUPPORT THE ANNUAL FUND. 10,000

ST MARTIN'S EPISCOPAL CHURCH

717 SAGE ROAD
HOUSTON,TX77056 		N/A PC SUPPORT GENERAL OPERATIONS 2,500

STAGES

800 ROSINE STREET
HOUSTON,TX77019 		N/A PC EXPAND COMMUNITY ENGAGEMENT, TRAINING, & EDUCATION PROGRAMS, ALSO TO MAXIMIZE THE POTENTIAL OF THE GORDY 50,000

STAGES

800 ROSINE STREET
HOUSTON,TX77019 		N/A PC GENERAL OPERATIONS 5,000

STAR OF HOPE

4848 LOOP CENTRAL DR STE 500
HOUSTON,TX77081 		N/A PC DIRECT FUNDS TO THE AREA OF GREATEST NEED 15,000

STAR OF HOPE

4848 LOOP CENTRAL DR STE 500
HOUSTON,TX77081 		N/A PC SUPPORT GENERAL OPERATIONS IN 2023 25,000

STREET GRACE

11612 MEMORIAL DRIVE
HOUSTON,TX77024 		N/A PC SUPPORT THE EXPANSION & INCREASED IMPACT OF STREET GRACE'S INITIATIVES IN HOUSTON 25,000

TEACH FOR AMERICA

2 GREENWAY PLAZA STE 500
HOUSTON,TX77046 		N/A PC FUNDS TO FIND, DEVELOP & SUPPORT HOUSTON'S EDUCATION LEADERS IN 2022-23 SCHOOL YEAR 50,000

TEACH-TO EDUCATE ALL CHILDREN

2900 WESLAYAN STE 375
HOUSTON,TX77027 		N/A PC SUPPORT TEACH'S PROGRAM IN HOUSTON 40,000

TEXAS EXES ALUMNI ASSOCIATION

P O BOX 142309
AUSTIN,TX787149903 		N/A PC GENERAL OPERATIONS 2,500

THE BEACON OF DOWNTOWN HOUSTON

1117 TEXAS AVENUE
HOUSTON,TX77002 		N/A PC SUPPORT THE OVERALL OPERATING BUDGET. 25,000

THE BLUE BIRD CIRCLE

615 WEST ALABAMA
HOUSTON,TX77006 		N/A PC FUNDS USED TO BRING HEALING & HOPE TO CHILDREN WITH NEUROLOGICAL DISORDERS WHO ARE TREATED AT TCH / BCM. 25,000

THE COUNCIL ON RECOVERY

P O BOX 2768
HOUSTON,TX77252 		N/A PC SUPPORT SERVICES AT THE CENTER FOR RECOVERING FAMILIES. 50,000

THE HEALTH MUSEUM MCGOVERN MUSEUM OF HEALTH

1515 HERMANN DRIVE
HOUSTON,TX770047126 		N/A PC SUPPORT HEALTH EDUCATION PROGRAMMING IN 2023. 25,000

THE HOPE AND HEALING CENTER & INSTITUTE

717 SAGE ROAD
HOUSTON,TX77056 		N/A PC GENERAL OPERATIONS 15,000

THE JOY SCHOOL

ONE CHELSEA BLVD
HOUSTON,TX77006 		N/A PC SUPPORT THE DREAM BIG CAPITAL CAMPAIGN. 100,000

THE KINKAID SCHOOL

201 KINKAID SCHOOL DRIVE
HOUSTON,TX77024 		N/A PC FUNDS DIRECTED TO THE "ALL IN" CAPITAL CAMPAIGN 30,000

THE KINKAID SCHOOL

201 KINKAID SCHOOL DRIVE
HOUSTON,TX77024 		N/A PC FUNDS DIRECTED TO THE ANNUAL FUND 5,000

THE KINKAID SCHOOL

201 KINKAID SCHOOL DRIVE
HOUSTON,TX77024 		N/A PC FUNDS SHOULD BE DIRECTED TO "ALL IN" CAPITAL CAMPAIGN. 10,000

THE POSSE FOUNDATION INC

1001 MCKINNEY ST STE 950
HOUSTON,TX77002 		N/A PC FUNDS TO SUPPORT THE POSSE HOUSTON PROGRAM SITE 25,000

THE RISE SCHOOL OF HOUSTON

5618 H MARK CROSSWELL JR ST
HOUSTON,TX77021 		N/A PC SUPPORT SCHOLARSHIP AWARDS IN 2022-24 SCHOOL YEAR. 50,000

THE ROSE

12700 N FEATHERWOOD DR STE 260
HOUSTON,TX77034 		N/A PC SUPPORT THE TRANSITION TO A RADIOLOGY INFORMATION SYSTEM (RIS) 50,000

THE SALVATION ARMY

1500 AUSTIN STREET
HOUSTON,TX77002 		N/A PC SUPPORT GENERAL OPERATIONS. 15,000

THE UNIVERSITY OF ALABAMA OFFICE OF ADVANCEMENT

BOX 870101
TUSCALOOSA,AL35487 		N/A PC GRANT FOR THE UNIVERSITY OF ALABAMA'S REACH PROGRAM AT THE CAPSTONE CENTER FOR STUDENT SUCCESS. 20,000

THEATRE UNDER THE STARS TUTS

800 BAGBY STE 200
HOUSTON,TX77002 		N/A PC SUPPORT 2022-2023 PRODUCTION SEASON & THE RIVER 25,000

UNDIES FOR EVERYONE

3610 WILLOWBEND BLVD STE 1000
HOUSTON,TX77054 		N/A PC PURCHASE AND DISTRIBUTION OF UNDERWEAR TO HOUSTON AREA CHILDREN 10,000

UNIVERSITY OF HOUSTON CLEAR LAKE

2700 BAY AREA BLVD MC 318
HOUSTON,TX77058 		N/A PC NURSING PROGRAM SCHOLARSHIPS. 25,000

UNIVERSITY OF HOUSTON COLLEGE OF NURSING

5000 GULF FREEWAY
HOUSTON,TX77204 		N/A PC FUNDS TO PROVIDE 25 SCHOLARSHIPS TO BS NURSING STUDENTS, & FIVE $5,000 SCHOLARSHIPS FOR STUDENTS PURSUING DOCTOR OF NURSING PRACTICE DEGREES 25,000

UNIVERSITY OF ST THOMAS

3800 MONTROSE BLVD
HOUSTON,TX77006 		N/A PC SUPPORT THE "VIVIAN L SMITH ANNUAL SCHOLARSHIP FUND" FOR NURSING STUDENTS IN THE NEXT ACADEMIC YEAR. 50,000

UNIVERSITY OF TEXAS AT AUSTIN TEXAS DEVELOPMENT

P O BOX 7458
AUSTIN,TX78713 		N/A PC UT BEAUTIFICATION COUNCIL AND FUNDS TO BE USED FOR THE OPERATIONS/MAINTENANCE OF THE STEDMAN GARDENS 20,000

UT HEALTH

7000 FANNIN STE 1200
HOUSTON,TX77030 		N/A PC SUPPORT THE IMPLEMENTATION OF A CLINICAL CARE COORDINATOR IN PEDIATRIC PSYCHIATRY CLINICS 100,000

UT HEALTH

7000 FANNIN STE 1200
HOUSTON,TX77030 		N/A PC DIRECT FUNDS TO THE INSTITUTE ON AGING 1,000

VITA-LIVING INC

3300 S GESSNER RD STE 150
HOUSTON,TX77063 		N/A PC SUPPORT THE RESIDENTIAL SERVICES PROGRAM. 20,000

WOMEN'S RESOURCE

730 N POST OAK RD STE 203
HOUSTON,TX77024 		N/A PC SUPPORT YOURLIFE COACHING & POSSIBILITY GROUPS. 10,000

WRITERS IN THE SCHOOLS

1414 SUL ROSS STREET
HOUSTON,TX77006 		N/A PC SUPPORT CREATIVE WRITING PROGRAM. 10,000

YELLOWSTONE SCHOOLS

3000 TRULLEY STREET
HOUSTON,TX77004 		N/A PC SUPPORT THE EDUCATIONAL OPERATING BUDGET. 15,000

YES PREP PUBLIC SCHOOLS INC

P O BOX 300467
HOUSTON,TX77230 		N/A PC SUPPORT GENERAL OPERATIONS & PROGRAMS THIS SCHOOL YEAR. 100,000

YMCA OF GREATER HOUSTON

1331 AUGUSTA DRIVE
HOUSTON,TX77057 		N/A PC SUPPORT PHASE II OF THE CAPITAL IMPROVEMENT PROJECT AT HOLCOMB FAMILY YMCA. 25,000

CENTER FOR PURSUIT

4400 HARRISBURG BLVD
HOUSTON,TX77011 		N/A PC SUPPORT THE STRIVE CAMPAIGN 50,000

CHRISTIAN COMMUNITY SERVICE CENTER

P O BOX 27924
HOUSTON,TX77227 		N/A PC GENERAL OPERATIONS 50,000

HOUSTON FURNITURE BANK

8220 MOSLEY ROAD
HOUSTON,TX77075 		N/A PC SUPPORT THE NO KIDS ON THE FLOOR PROJECT 30,000

MENIL FOUNDATION INC - THE MENIL COLLECTION

1533 SUL ROSS STREET
HOUSTON,TX77006 		N/A PC FUNDS USED TO HIRE THREE-YEAR, FULL-TIME ADP PROJECT ARCHIVIST 50,000

ONEGOAL HOUSTON

2799 KATY FWY STE 250
HOUSTON,TX77007 		N/A PC GENERAL OPERATIONS 15,000

UT MD ANDERSON CANCER CENTER

P O BOX 301439
HOUSTON,TX77230 		N/A PC SUPPORT SINGLE-CELL SEQUENCING RESEARCH CONDUCTED BY NICHOLAS NAVIN, PH.D. 100,000

CASA MATEO

5773 WOODWAY DRIVE 236
HOUSTON,TX77057 		N/A PC SUPPORT FIRST YEAR OPERATING EXPENSES 25,000

DACAMERA

1402 SUL ROSS
HOUSTON,TX77006 		N/A PC SUPPORT DACAMERA'S EDUCATION & COMMUNITY INITIATIVES IN 2022-2023 SEASON 10,000

HEALTHCARE FOR THE HOMELESS HOUSTON

1934 CAROLINE STREET
HOUSTON,TX77002 		N/A PC SUPPORT HEALTHCARE & STABILIZATION SERVICES FOR INDIVIDUALS / FAMILIES WHO ARE IMPACTED BY HOMELESSNESS 25,000

HERMANN PARK CONSERVANCY

1700 HERMANN DRIVE
HOUSTON,TX77004 		N/A PC CONSTRUCTION OF THE WELCOME GARDEN 50,000

HOUSTON CHRISTIAN UNIVERSITY HCU ADVANCEMENT LOCKBOX

P O BOX 4897 DEPT 527
HOUSTON,TX77210 		N/A PC CONSTRUCTION OF THE SHERRY & JIM SMITH STEM AND NURSING BUILDING 25,000

HOUSTON HEALTH FOUNDATION

190 HEIGHTS BLVD
HOUSTON,TX77007 		N/A PC SUPPORT THE SEE TO SUCCEED PROGRAM 10,000

PERFORMING ARTS HOUSTON JESSE H JONES HALL

615 LOUISIANA STE 100
HOUSTON,TX77002 		N/A PC SUPPORT EXPANSION OF IN-SCHOOL COLLABORATIVE ARTS PROJECT, STUDENT MATINEES, & EXTENDED ARTIST RESIDENCIES PROGRAMS IN HISD/ALDINE ISD 20,000

TEXAS CHILDREN'S HOSPITAL OFFICE OF DEVELOPMENT

1919 SOUTH BRAESWOOD STE 6226
HOUSTON,TX77030 		N/A PC SUPPORT THE ADDITION OF A MENTAL & BEHAVIORAL HEALTH SPECIALIST AT TEXAS CHILDREN'S PEDIATRICS NORTH SHORE PRACTICE 100,000

TEXAS WOMAN'S UNIVERSITY FOUNDATION

P O BOX 425618
DENTON,TX76204 		N/A PC SUPPORT THE PON DIRECTORSHIP AT TWU 25,000

THE ALBERT SCHWEITZER FELLOWSHIP

6431 FANNIN JJL 450
HOUSTON,TX77030 		N/A PC GENERAL OPERATIONS 10,000

COALITION FOR THE HOMELESS

2000 CRAWFORD ST STE 700
HOUSTON,TX77002 		N/A PC SUPPORT THE YOUTH HOMELESS DEMONSTRATION PROGRAM 10,000

COMBINED ARMS

2929 MCKINNEY STREET
HOUSTON,TX77003 		N/A PC SUPPORT PROGRAMS/SERVICES FOR HOUSTON VETERANS 25,000

COVENANT HOUSE TEXAS

1111 LOVETT BLVD
HOUSTON,TX77006 		N/A PC SUPPORT PROGRAMS/SERVICES FOR THE HOMELESS YOUTH 25,000

HOUSTON HABITAT FOR HUMANITY

3750 N MCCARTY STREET
HOUSTON,TX77029 		N/A PC SUPPORT THE CONSTRUCTION OF SINGLE-FAMILY HOMES IN HOUSTON 2023 25,000

JOHN FONTAINE JR CHARITY

2000 BERING DR STE 455
HOUSTON,TX77057 		N/A PC EXPAND ACCESS TO THE BRAINABOUTS PROGRAM IN HOUSTON SCHOOLS 10,000

SAN JOSE CLINIC

P O BOX 2808
HOUSTON,TX77252 		N/A PC SUPPORT CLINIC OPERATING COSTS, INCLUDING PERSONNEL, EQUIPMENT, & SUPPLIES AT THE MIDTOWN/ROSENBERG LOCATIONS 25,000

SOUTHERN METHODIST UNIVERSITY OFFICE OF DEVELOPMENT

P O BOX 750402
DALLAS,TX75275 		N/A PC COX SCHOOL RENOVATION AND EXPANSION FUND 10,000

ARMAND BAYOU NATURE CENTER

P O BOX 58828
HOUSTON,TX77258 		N/A PC SUPPORT PHASE II OF THE RENEWAL 2024 CAMPAIGN TO CREATE A WELCOME CENTER IN THE EXISTING HANA GINZBARG BUILDING 50,000

BEAR BE A RESOURCE

3572 EAST TC JESTER BLVD
HOUSTON,TX77018 		N/A PC PROVIDE 500 HOUSTON AREA CHILDREN WITH EMERGENCY RESOURCES 10,000

CHERISH OUR CHILDREN INC

BOX 647
HOUSTON,TX77008 		N/A PC FUNDS TO BE USED TO EXPAND THE GEMS PROGRAM TO ADDITIONAL SCHOOLS IN HOUSTON IN 2023-2024 YEAR 10,000

TEXAS CHILDREN'S HOSPITAL OFFICE OF DEVELOPMENT

1919 SOUTH BRAESWOOD STE 6226
HOUSTON,TX77030 		N/A PC FUNDS TO SUPPORT THE ADDITION OF ONE MENTAL/BEHAVIORAL HEALTH SPECIALIST AT THE TX CHILDREN'S PEDIATRICS NORTH SHORE PRACTICE 200,000

URBAN HARVEST

1911 WEST 34TH STREET
HOUSTON,TX77018 		N/A PC SUPPORT GENERAL OPERATIONS 10,000

BLANTON MUSEUM OF ART UNIVERSITY OF TEXAS AT AUSTIN

P O BOX 7458
AUSTIN,TX78713 		N/A PC SUPPORT GENERAL OPERATIONS 25,000

BUFFALO BAYOU PARTNERSHIP

1019 COMMERCE ST STE 200
HOUSTON,TX77002 		N/A PC SUPPORT GENERAL OPERATIONS 5,000

DACAMERA

1402 SUL ROSS
HOUSTON,TX77006 		N/A PC SUPPORT GENERAL OPERATIONS 5,000

DEPELCHIN CHILDREN'S CENTER

4950 MEMORIAL DRIVE
HOUSTON,TX77007 		N/A PC FUNDS TO BE DIRECTED TO THE MATCH 2,000

GREATER HOUSTON COMMUNITY FOUNDATION

515 POST OAK BLVD STE 1000
HOUSTON,TX77027 		N/A PC DIRECT FUNDS TO THE RIVER OAKS COUNTRY CLUB SCHOLARSHIP 1,000

THE JUNIOR LEAGUE OF HOUSTON INC

1811 BRIAR OAKS LANE
HOUSTON,TX77027 		N/A PC FUNDS DIRECTED TO THE CENTENNIAL FUND 5,000

KAPPA ALPHA THETA FOUNDATION

P O BOX 2187
COLUMBUS,GA31902 		N/A PC FUNDS FOR THE ALPHA THETA CAPITAL CAMPAIGN FOR "PRESERVING THE PINK HOUSE ON PEARL" 5,000

MARBRIDGE FOUNDATION

P O BOX 2250
HOUSTON,TX78652 		N/A PC GENERAL OPERATIONS 1,000

MUSEUM OF FINE ARTS HOUSTON

P O BOX 25026
HOUSTON,TX77265 		N/A PC GENERAL OPERATIONS 10,000

MUSEUM OF FINE ARTS HOUSTON

P O BOX 25026
HOUSTON,TX77265 		N/A PC FUNDS DIRECTED TO "VERTIGO OF COLOR: MATISSE, DERAIN, AND THE ORIGINS OF FAUVISM, FEB 26 TO MAY 27, 2024 20,000

RICE UNIVERSITY

6100 MAIN ST MSNE MS325
HOUSTON,TX77005 		N/A PC FUNDS DIRECTED TO THE JONES SCHOOL OF BUSINESS 15,000
Total .................................right arrow 3a 4,110,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 1,390,033  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 2,094  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 951,115  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,343,242 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,343,242
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
7 NOT APPLICABLE
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
VIVIAN L SMITH FOUNDATION
EIN:
76-0101380
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX COMPLIANCE SERVICES 8,190 4,095   4,095

TY 2023 InvestmentsCorpBondsSchedule
Name:
VIVIAN L SMITH FOUNDATION
EIN:
76-0101380
Name of Bond End of Year Book Value End of Year Fair Market Value
FAYEZ SECURITIES - BONDS 10,203,880 9,518,088

TY 2023 InvestmentsCorpStockSchedule
Name:
VIVIAN L SMITH FOUNDATION
EIN:
76-0101380
Name of Stock End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB BANK FUND 167,097 167,097
FAYEZ SECURITIES 53,387,737 77,127,661
INVESTMENT - INVESTORS TREASURY 382,991 382,991

TY 2023 InvestmentsOtherSchedule2
Name:
VIVIAN L SMITH FOUNDATION
EIN:
76-0101380
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENT IN SAROFIM MULTIFAMILY AT COST 1,862,425 2,319,992
INVESTMENT IN FSCO QUATTRO AT COST 718,330 721,866

TY 2023 OtherExpensesSchedule
Name:
VIVIAN L SMITH FOUNDATION
EIN:
76-0101380
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES 815 0   815
DELIVERY SERVICE AND OTHER EXPENSES 396 0   396
BANK CHARGES 150 150   0
OTHER INVESTMENT EXPENSES 1,238 1,238   0


TY 2023 OtherIncomeSchedule2
Name:
VIVIAN L SMITH FOUNDATION
EIN:
76-0101380
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SAROFIM MULTIFAMILY INCOME FUND 20,621 20,621 20,621
FSCO QUATTRO -18,527 -18,527 -18,527


TY 2023 OtherProfessionalFeesSchedule
Name:
VIVIAN L SMITH FOUNDATION
EIN:
76-0101380
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 100,000 50,000   50,000
INVESTMENT MANAGEMENT FEES 284,430 284,430   0


TY 2023 TaxesSchedule
Name:
VIVIAN L SMITH FOUNDATION
EIN:
76-0101380
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 48,740 48,740   0
FEDERAL INCOME TAX 27,169 0   0