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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$95,277,477J 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... 1,370,978 1,370,978  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,554,182
b Gross sales price for all assets on line 6a 16,304,444
7 Capital gain net income (from Part IV, line 2)... 4,554,182
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
4,495 4,495  
12 Total. Add lines 1 through 11........ 5,929,655 5,929,655  
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
8,424 4,212   4,212
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
424,635 374,635   50,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
133,356 57,537   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
39,904 38,684   1,220
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 606,319 475,068   55,432
25 Contributions, gifts, grants paid....... 4,285,000 4,285,000
26 Total expenses and disbursements. Add lines 24 and 25 4,891,319 475,068   4,340,432
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,038,336
b Net investment income (if negative, enter -0-) 5,454,587
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 3,907 2,868 2,868
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.......... 14,292 33,473 33,473
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 53,937,825 Click to see attachment
List of Attached Documents:
// Content
55,132,496 		83,063,639
c Investments—corporate bonds (attach schedule)....... 10,203,880 Click to see attachment
List of Attached Documents:
// Content
10,146,022 		9,328,153
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).......... 2,580,755 Click to see attachment
List of Attached Documents:
// Content
2,539,235 		2,849,344
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) 66,740,659 67,854,094 95,277,477
Liabilities 17 Accounts payable and accrued expenses..........   75,099
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 75,099
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 66,740,659 67,778,995
29 Total net assets or fund balances (see instructions)..... 66,740,659 67,778,995
30 Total liabilities and net assets/fund balances (see instructions). 66,740,659 67,854,094
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
66,740,659
2
Enter amount from Part I, line 27a .....................
2
1,038,336
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
67,778,995
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
67,778,995
Form 990-PF (2024)
Form 990-PF (2024)
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 16,154,078   11,606,422 4,547,656
b 150,366   143,840 6,526
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       4,547,656
b       6,526
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 4,554,182
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 75,819
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 75,819
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 75,819
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 109,292
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 109,292
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 33,473
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow33,473 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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
 
No
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 284,430
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 (2024)
Form 990-PF (2024)
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
93,120,139
b
Average of monthly cash balances.......................
1b
696,992
c
Fair market value of all other assets (see instructions)................
1c
2,881,419
d
Total (add lines 1a, b, and c).........................
1d
96,698,550
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
96,698,550
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,450,478
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
95,248,072
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,762,404
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
4,762,404
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
75,819
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
75,819
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,686,585
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,686,585
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
4,686,585
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
4,340,432
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
4,340,432
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 4,686,585
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 4,168,423
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,340,432
a Applied to 2023, but not more than line 2a 4,168,423
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 2024 distributable amount..... 172,009
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		4,514,576
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 OPERATING EXPENSES FOR 2024 25,000

BAKER RIPLEY

P O BOX 231808
HOUSTON,TX77233 		N/A PC SUPPORT BAKER RIPLEY'S HOLISTIC COMMUNITY FOCUSED PROGRAMMING IN HOUSTON 50,000

BIG BROTHERS BIG SISTERS LONE STAR GREATER HOUSTON

1003 WASHINGTON AVE
HOUSTON,TX77002 		N/A PC SUPPORT ONE-TO-ONE MENTOR-MENTEE MATCHES IN GREATER HOUSTON IN 2024 25,000

BUFFALO BAYOU PARTNERSHIP

1019 COMMERCE ST STE 200
HOUSTON,TX77002 		N/A PC SUPPORT THE FALL 2024 / WINTER 2025 PROGRAMMING 10,000

CAMP FOR ALL

3701 KIRBY DR STE 570
HOUSTON,TX77098 		N/A PC SUPPORT BLAZING NEW TRAILS CAMPAIGN-CONSTRUCTION OF THEIR NEW SITE IN CHAPPELL HILL 50,000

CANCARE INC

9575 KATY FWY STE 428
HOUSTON,TX77024 		N/A PC FUNDS TO SUPPORT CANCARE'S EMOTIONAL SUPPORT PROGRAMS THAT SERVE CANCER PATIENTS & CAREGIVERS 20,000

CASA MATEO

5773 WOODWAY DRIVE 236
HOUSTON,TX77057 		N/A PC SUPPORT 2024 OPERATING EXPENSES 25,000

CENTER FOR PURSUIT

4400 HARRISBURG BLVD
HOUSTON,TX77011 		N/A PC GENERAL OPERATIONS 50,000

CHILD ADVOCATES INC

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

CHILDREN'S MUSEUM OF HOUSTON

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

CHINQUAPIN PREPARATORY SCHOOL

2615 E WALLISVILLE RD
HIGHLANDS,TX77562 		N/A PC SUPPORT STUDENT SCHOLARSHIPS 25,000

CHRISTIAN COMMUNITY SERVICE CENTER

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

COALITION FOR THE HOMELESS

2000 CRAWFORD ST STE 700
HOUSTON,TX77002 		N/A PC SUPPORT THE HOMELESS RESPONSE SYSTEM 10,000

COM FOUNDATION

1200 N AMBURN ROAD
TEXAS CITY,TX77591 		N/A PC PROVIDE FUNDING BUNDLES TO LVN STUDENTS TO COVER PROGRAM EXPENSES 15,000

COMMUNITIES IN SCHOOLS - HOUSTON

1111 NORTH LOOP WEST STE 300
HOUSTON,TX77008 		N/A PC SUPPORT CIS DROPOUT PREVENTION & CASE MANAGEMENT PROGRAM AT BASTIAN, MCNAMARA, NEFF & SUTTON ELEMENTARY SCHOOLS 100,000

COMMUNITIES IN SCHOOLS - HOUSTON

1111 NORTH LOOP WEST STE 300
HOUSTON,TX77008 		N/A PC GENERAL OPERATIONS 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 EDUCATION PROGRAMS 20,000

CRIME STOPPERS OF HOUSTON

P O BOX 541654
HOUSTON,TX77254 		N/A PC SUPPORT THE TIP LINE PROGRAM 10,000

CRISTO REY JESUIT

6700 MOUNT CARMEL STREET
HOUSTON,TX77087 		N/A PC PROVIDE STUDENT SCHOLARSHIPS 30,000

DACAMERA

1402 SUL ROSS
HOUSTON,TX77006 		N/A PC SUPPORT DACAMERA'S EDUCATION AND COMMUNITY INITIATIVES IN 2024-2025 20,000

DACAMERA

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

DEPELCHIN CHILDREN'S CENTER

4950 MEMORIAL DRIVE
HOUSTON,TX77007 		N/A PC SUPPORT THE FAMILIES COUNT PROGRAM 100,000

DISCOVERY GREEN

1500 MCKINNEY
HOUSTON,TX77010 		N/A PC SUPPORT THE 2024-2025 FAMILY & CHILDREN SERIES 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 OPERATING EXPENSES 20,000

EMERGE FELLOWSHIP

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

GATEWAY ACADEMY

3721 DACOMA STREET
HOUSTON,TX77092 		N/A PC SUPPORT GATEWAY ACADEMY'S MENTAL HEALTH PROGRAM 30,000

GIRL SCOUTS OF SAN JACINTO

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

GOOD SAMARITAN FOUNDATION

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

HALO HOUSE FOUNDATION

2940 CORDOR STREET
HOUSTON,TX77054 		N/A PC SUPPORT OPERATIONS OF THE 33-UNITY FACILITY 15,000

HEALTHCARE FOR THE HOMELESS HOUSTON

1934 CAROLINE STREET
HOUSTON,TX77002 		N/A PC SUPPORT THEIR COMPREHENSIVE CARE PROGRAMS FOR INDIVIDUALS & FAMILIES WHO ARE IMPACTED BY HOMELESSNESS 25,000

HERMANN PARK CONSERVANCY

1700 HERMANN DRIVE
HOUSTON,TX77004 		N/A PC GENERAL OPERATIONS 10,000

HOUSTON ACHIEVEMENT PLACE

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

HOUSTON ARBORETUM & NATURE CENTER

4501 WOODWAY DRIVE
HOUSTON,TX77024 		N/A PC SUPPORT THE ACORN ACADEMY 10,000

HOUSTON AREA WOMEN'S CENTER ATTN HOU1160

P O BOX 650998
DALLAS,TX782650998 		N/A PC SUPPORT THE CRISIS RESPONSE PROGRAM 50,000

HOUSTON BALLET

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

HOUSTON BALLET

601 PRESTON STREET
HOUSTON,TX77002 		N/A PC SUPPORT HOUSTON BALLET'S 2024-2025 SEASON 25,000

HOUSTON BOTANIC GARDEN

8205 N BAYOU DRIVE
HOUSTON,TX77017 		N/A PC FUNDS TO BE USED FOR PROGRAM SUPPORT 25,000

HOUSTON FURNITURE BANK

8220 MOSLEY ROAD
HOUSTON,TX77075 		N/A PC SUPPORT THE NO KIDS ON THE FLOOR PROJECT 25,000

HOUSTON GRAND OPERA

510 PRESTON STREET
HOUSTON,TX77002 		N/A PC SUPPORT COMMUNITY AND LEARNING PROGRAMS IN THE 2023-24 SEASON 25,000

HOUSTON HABITAT FOR HUMANITY

3750 N MCCARTY STREET
HOUSTON,TX77029 		N/A PC CONSTRUCTION OF A SINGLE-FAMILY HOME IN PARTNERSHIP WITH A HOUSTON FAMILY 25,000

HOUSTON HOSPICE

1905 HOLCOMBE BLVD
HOUSTON,TX77030 		N/A PC PROVIDE UNCOMPROMISING COMPASSIONATE END-OF-LIFE CARE TO THE COMMUNITY 100,000

HOUSTON METHODIST HOSPITAL FOUNDATION

P O BOX 4384
HOUSTON,TX772104384 		N/A PC GENERAL OPERATIONS 20,000

HOUSTON MUSEUM OF NATURAL SCIENCE

5555 HERMANN PARK DR
HOUSTON,TX77030 		N/A PC SUPPORT 2024 YOUTH SCIENCE EDUCATION PROGRAMMING 25,000

HOUSTON PARKS BOARD

300 NORTH POST OAK LANE
HOUSTON,TX77024 		N/A PC SUPPORT THE EXPANSION, IMPROVEMENTS AND PROTECTION OF PARKS/GREENSPACE THROUGHOUT THE HOUSTON REGION 25,000

HOUSTON POLICE FOUNDATION

1221 MCKINNEY ST STE 2100
HOUSTON,TX77010 		N/A PC 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 2024-25 PNC FAMILY CONCERT SERIES 25,000

HSPVA FRIENDS

P O BOX 52910
HOUSTON,TX77052 		N/A PC GENERAL OPERATIONS 2024-2025 15,000

IEDUCATE

1600 HIGHWAY 6 SOUTH STE 250
SUGAR LAND,TX77478 		N/A PC FUNDS TO BE USED FOR PROGRAM SUPPORT 25,000

JULIE ROGERS GIFT OF LIFE PROGRAM

2390 DOWLEN
BEAUMONT,TX77706 		N/A PC FUNDS TO ASSIST IN ANNUAL BREAST EXAMS/MANNOGRAMS FOR MEDICALLY UNDERSERVED WOMEN IN 7 COUNTIES WITHIN SW TEXAS 15,000

KAPPA ALPHA THETA FOUNDATION

P O BOX 2187
COLUMBUS,GA31902 		N/A PC FUNDS FOR THE UNIVERSITY OF TEXAS AT AUSTIN 5,000

KIDS' MEALS INC

330 GARDEN OAKS BLVD
HOUSTON,TX77018 		N/A PC SUPPORT THE HEALTHY MEAL DELIVERY PROGRAM 25,000

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 FUNDS TO SUPPORT DIRECT ASSISTANCE EXPENSES IN 2024 10,000

LOVING HOUSTON

2916 WEST TC JESTER STE 200
HOUSTON,TX77018 		N/A PC SUPPORT THE DISTRICT COORDINATOR TEAM IN ALDINE, HOUSTON, HUMBLE, KLEIN, LAMAR CONSOLIDATED & STAFFORD MUNICIPAL ISDS FOR 2024-2025 20,000

MEMORIAL HERMANN FOUNDATION

929 GESSNER STE 2650
HOUSTON,TX77024 		N/A PC SUPPORT THE MOBILE STROKE UNIT 50,000

MENIL FOUNDATION INC - THE MENIL COLLECTION

1533 SUL ROSS STREET
HOUSTON,TX77006 		N/A PC SUPPORT THE IMPORTANT WORK OF THE ARTIST DOCUMENTATION PROGRAM ARCHIVIST IN 2024 50,000

MUSEUM OF FINE ARTS HOUSTON

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

MUSEUM OF FINE ARTS HOUSTON

P O BOX 6826
HOUSTON,TX772656826 		N/A PC SUPPORT THE EXHIBITION TITLED, "KNIGHTS IN SHINING ARMOR: THE BATTLE OF PAVIA TAPESTRIES", MARCH 23-26, 2025 20,000

MUSEUM OF FINE ARTS HOUSTON

P O BOX 25026
HOUSTON,TX77265 		N/A PC GENERAL OPERATIONS 15,000

NEUHAUS EDUCATION CENTER

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

NEW HOPE HOUSING INC

3315 HARRISBURG BLVD STE 400
HOUSTON,TX77003 		N/A PC SUPPORT THE CONSTRUCTION OF AVENUE C 25,000

NICK FINNEGAN COUNSELING CENTER

2714 JOANEL STREET
HOUSTON,TX77027 		N/A PC SUPPORT MENTAL HEALTH COUNSELING AND OUTREACH SERVICES 25,000

PALMER DRUG ABUSE PROGRAM

3730 KIRBY DRIVE STE 1200
HOUSTON,TX77098 		N/A PC GENERAL OPERATIONS 15,000

PERFORMING ARTS HOUSTON JESSE H JONES HALL

615 LOUISIANA STE 100
HOUSTON,TX77002 		N/A PC GENERAL OPERATIONS 10,000

PRO-VISION

2656 SOUTH LOOP WEST STE 650
HOUSTON,TX77054 		N/A PC SUPPORT PRO-VISION'S PROGRAMS IN THE SUNNYSIDE NEIGHBORHOOD 10,000

REMIND

P O BOX 27607
HOUSTON,TX77227 		N/A PC PROVIDE FREE MENTAL HEALTH SUPPORT TO INDIVIDUALS LIVING WITH A MENTAL DISORDER 15,000

RONALD MCDONALD HOUSE HOUSTON

1907 HOLCOMBE BLVD
HOUSTON,TX77030 		N/A PC GENERAL OPERATIONS 20,000

SAN JOSE CLINIC

P O BOX 2808
HOUSTON,TX77252 		N/A PC SUPPORT DIRECT PATIENT CARE TO LOCAL RESIDENTS WHO DON'T HAVE HEALTH INSURANCE 25,000

SMALL STEPS NURTURING CENTER

2902 JENSEN DRIVE
HOUSTON,TX77026 		N/A PC SUPPORT THE SOCIAL AND EMOTIONAL HEALTH PROGRAM FOR 2024-2025 20,000

SPAY NEUTER ASSISTANCE PROGRAM INC

P O BOX 70286
HOUSTON,TX772800286 		N/A PC SUPPORT CORE FUNDING 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 SPRINGSPIRIT'S COMMUNITY ENGAGEMENT INITIATIVE PROGRAMS 30,000

ST JOHN'S SCHOOL

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

STAGES

800 ROSINE STREET
HOUSTON,TX77019 		N/A PC SUPPORT OPERATIONS AND PROGRAMS 25,000

STAR OF HOPE

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

STAR OF HOPE

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

STREET GRACE

11612 MEMORIAL DRIVE
HOUSTON,TX77024 		N/A PC SUPPORT OPERATIONS & PROGRAMS IN HOUSTON 25,000

TEACH FOR AMERICA

2 GREENWAY PLAZA STE 500
HOUSTON,TX77046 		N/A PC SUPPORT TEACH FOR AMERICA HOUSTON'S 2023-24 NEW TEACHERS & PROVIDE ONGOING PROFESSIONAL DEVELOPMENT TO ALUMNI OF THEIR PROGRAM 50,000

TEXAS EXES ALUMNI ASSOCIATION

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

THE ALBERT SCHWEITZER FELLOWSHIP

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

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 TO SUPPORT THE CLINICAL & RESEARCH EFFORTS IN THE FIELD OF PEDIATRIC NEUROLOGY 25,000

THE COUNCIL ON RECOVERY

P O BOX 2768
HOUSTON,TX77252 		N/A PC SUPPORT 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 2024 25,000

THE HOPE AND HEALING CENTER & INSTITUTE

717 SAGE ROAD
HOUSTON,TX77056 		N/A PC SUPPORT MENTAL HEALTH CARE SERVICES 15,000

THE KINKAID SCHOOL

201 KINKAID SCHOOL DRIVE
HOUSTON,TX77024 		N/A PC FUNDS FOR THE "ALL IN" CAPITAL CAMPAIGN 40,000

THE KINKAID SCHOOL

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

THE POSSE FOUNDATION INC

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

THE RISE SCHOOL OF HOUSTON

5618 H MARK CROSSWELL JR ST
HOUSTON,TX77021 		N/A PC TUITION SCHOLARSHIP PROGRAM 50,000

THE ROSE

12700 N FEATHERWOOD DR STE 260
HOUSTON,TX77034 		N/A PC SUPPORT THE EMPOWER HER SPONSORSHIP PROGRAM 25,000

THE SALVATION ARMY

1500 AUSTIN STREET
HOUSTON,TX77002 		N/A PC GENERAL OPERATIONS 10,000

THE UNIVERSITY OF ALABAMA OFFICE OF ADVANCEMENT

BOX 870101
TUSCALOOSA,AL35487 		N/A PC FUNDS 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 THE 2024-2025 PRODUCTION SEASON & THE RIVER 25,000

UNDIES FOR EVERYONE

3610 WILLOWBEND BLVD STE 1000
HOUSTON,TX77054 		N/A PC PURCHASE & 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 ST THOMAS

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

URBAN HARVEST

1911 WEST 34TH STREET
HOUSTON,TX77018 		N/A PC SUPPORT THE EDIBLE ACADEMY 10,000

UT HEALTH

7000 FANNIN STE 1200
HOUSTON,TX77030 		N/A PC FUNDS FOR THE CONTINUATION & EXPANSION OF THE CHILD & ADOLESCENT MOOD DISORDERS PROGRAM PILOT PROGRAM 100,000

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, CHAIR OF SYSTEMS BIOLOGY AT UT MD ANDERSON CANCER CENTER 100,000

VITA-LIVING INC

3300 S GESSNER RD STE 150
HOUSTON,TX77063 		N/A PC SUPPORT THE RESIDENTIAL/DAY PROGRAM FOR PEOPLE WITH INTELLECTUAL & DEVELOPMENTAL DISABILITIES 20,000

YELLOWSTONE SCHOOLS

3000 TRULLEY STREET
HOUSTON,TX77004 		N/A PC SUPPORT THE EDUCATIONAL OPERATING BUDGET IN 2024-2025 SCHOOL YEAR IN LOW-INCOME NEIGHBORHOODS 15,000

YES PREP PUBLIC SCHOOLS INC

P O BOX 300467
HOUSTON,TX77230 		N/A PC SUPPORT GENERAL OPERATIONS & PROGRAMS IN 2024-2025 SCHOOL YEAR FOR HOUSTON STUDENTS 100,000

YMCA OF GREATER HOUSTON

1331 AUGUSTA DRIVE
HOUSTON,TX77057 		N/A PC SUPPORT THE M.D. ANDERSON FAMILY YMCA REBUILD PROJECT 75,000

ALLEY THEATRE

615 TEXAS AVENUE
HOUSTON,TX77002 		N/A PC SUPPORT EDUCATION & COMMUNITY ENGAGEMENT ACTIVITIES FOR GREATER HOUSTON AREA STUDENTS 20,000

ANNUNCIATION ORTHODOX SCHOOL

3600 YOAKUM BLVD
HOUSTON,TX77006 		N/A PC SUPPORT LIGHT THE WAY CAPITAL CAMPAIGN 100,000

ARCHWAY ACADEMY

6221 MAIN STREET
HOUSTON,TX77030 		N/A PC STUDENT SCHOLARSHIP FUND 10,000

BAYLOR COLLEGE OF MEDICINE

P O BOX 4976
HOUSTON,TX77210 		N/A PC CONSTRUCTION & INTERIOR BUILDOUT OF PLANNED HEALTH SCIENCES TOWER. 100,000

CAMP ALLEN

18800 FM 362
NAVASOTA,TX77868 		N/A PC SUPPORT THE BACK TO NATURE CAPITAL CAMPAIGN TO FUND IMPROVEMENT PROJECTS VITAL TO EXPANDING THEIR MISSION 50,000

CHILD ADVOCATES INC

3701 KIRBY DR STE 400
HOUSTON,TX77098 		N/A PC GENERAL OPERATIONS 500

CHILDREN'S TRANSPLANT INITIATIVE

23718 CREEKVIEW DRIVE
SPRING,TX77389 		N/A PC GENERAL OPERATIONS 10,000

EPISCOPAL HIGH SCHOOL

P O BOX 4346
HOUSTON,TX77210 		N/A PC CONSTRUCTION OF THE NEW BENITEZ CHAPEL 100,000

EPISCOPAL HIGH SCHOOL DONOR BOX DEPT 313

P O BOX 4346
HOUSTON,TX77210 		N/A PC CONSTRUCTION OF THE NEW BENITEZ CHAPEL 200,000

EPISCOPAL HIGH SCHOOL DONOR BOX DEPT 313

P O BOX 4346
HOUSTON,TX77210 		N/A PC FUNDS FOR DONOR COLLECTION 2,000

FRIENDS OF PUMPKIN PARK

3737 BUFFALO SPEEDWAY STE 200
HOUSTON,TX77098 		N/A PC OPENING DOORS TO CHILDREN'S DREAMS" CAMPAIGN 50,000

GIRL SCOUTS OF SAN JACINTO

3110 SW FWY
HOUSTON,TX77098 		N/A PC SUPPORT THE CAMPHER: EMPOWERING GIRLS IN NATURE CAMPAIGN 25,000

GIRL SCOUTS OF SAN JACINTO

3110 SW FWY
HOUSTON,TX77098 		N/A PC SUPPORT THE CAMPHER: EMPOWERING GIRLS IN NATURE CAMPAIGN 15,000

HERMANN PARK CONSERVANCY

1700 HERMAN DRIVE
HOUSTON,TX77004 		N/A PC SUPPORT ANNUAL ACTIVITIES, PROGRAMS AND SERVICES 25,000

HOBBY CENTER FOR THE PERFORMING ARTS

800 BAGBY STE 300
HOUSTON,TX77002 		N/A PC SUPPORT EXXONMOBIL DISCOVERY SERIES 25,000

HOLOCAUST MUSEUM HOUSTON

5401 CAROLINE STREET
HOUSTON,TX77004 		N/A PC SUPPORT EDUCATOR IN MOTION PROGRAM IN 2023-2024 SCHOOL YEAR 10,000

HOUSTON GRAND OPERA

510 PRESTON STREET
HOUSTON,TX77002 		N/A PC SUPPORT FREE PERFORMANCES OF MADAME BUTTERFLY AT MILLER OUTDOOR THEATRE 10,000

JONES GRADUATE SCHOOL OF BUSINESS RICE UNIVERSITY

6100 MAIN ST MS 531
HOUSTON,TX77005 		N/A PC CONSTRUCTION OF THE NEW BUSINESS SCHOOL BUILDING ON THE RICE UNIVERSITY CAMPUS 100,000

JONES GRADUATE SCHOOL OF BUSINESS RICE UNIVERSITY

6100 MAIN ST MS 531
HOUSTON,TX77005 		N/A PC SUPPORT THE CAPITAL CAMPAIGN & CONSTRUCTION OF THE NEW BUSINESS SCHOOL BUILDING ON THE RICE UNIVERSITY CAMPUS 10,000

KIPP TEXAS - HOUSTON

P O BOX 676765
DALLAS,TX75267 		N/A PC SUPPORT KIPP FORWARD PROGRAMMING 25,000

MENIL FOUNDATION INC THE MENIL COLLECTION

1533 SUL ROSS STREET
HOUSTON,TX77006 		N/A PC GENERAL OPERATIONS 10,000

MENIL FOUNDATION INC THE MENIL COLLECTION

1533 SUL ROSS STREET
HOUSTON,TX77006 		N/A PC GENERAL OPERATIONS 20,000

MONARCH SCHOOL

2815 ROSEFIELD DR
HOUSTON,TX77080 		N/A PC GENERAL OPERATIONS 50,000

PERFORMING ARTS HOUSTON JESSE H JONES HALL

615 LOUISIANA ST STE 100
HOUSTON,TX77002 		N/A PC SUPPORT ELDORADO BALLROOM'S ARTS EDUCATION & COMMUNITY ENGAGEMENT PROGRAMMING ELEMENTS 25,000

SALVATION ARMY

1500 AUSTIN STREET
HOUSTON,TX77002 		N/A PC FUNDS TO BE USED TO COMPLETE THE RESTORATION PROJECT AT THE JONES FAMILY RESIDENCE 50,000

ST LUKE'S UNITED METHODIST CHURCH

P O BOX 22013
HOUSTON,TX77227 		N/A PC FUNDS SHOULD BE DIRECTED TO THE AREA OF GREATEST NEED 20,000

ST MARTIN'S EPISCOPAL CHURCH

717 SAGE ROAD
HOUSTON,TX77056 		N/A PC GENERAL OPERATIONS 5,000

TEXAS CHILDREN'S HOSPITAL OFFICE OF PHILANTHROPY

P O BOX 300630
HOUSTON,TX77230 		N/A PC FUNDS DIRECTED TO THE DEPARTMENT OF SOCIAL WORK 5,000

THE BRYAN MUSEUM

1315 21ST STREET
GALVESTON,TX77550 		N/A PC GENERAL OPERATIONS 10,000

THE ENSEMBLE THEATRE

3535 MAIN STREET
HOUSTON,TX77002 		N/A PC GENERAL OPERATIONS 30,000

THE UNIVERSITY OF ALABAMA OFFICE OF ADVANCEMENT SERVICES

BOX 870101
TUSCALOOSA,TX35487 		N/A PC FUNDS FOR THE UNIVERSITY OF ALABAMA'S COUNSELING CENTER STUDENT SUPPORT FUND 5,000

THE UNIVERSITY OF TEXAS AT AUSTIN

P O BOX 7458
AUSTIN,TX78713 		N/A PC FUNDS FOR THE UT BEAUTIFICATION COUNCIL & SHOULD BE USED FOR THE OPERATIONS/MAINTENANCE OF THE STEDMAN GARDENS IN HONOR OF ELIZA STEDMAN 20,000

THE UNIVERSITY OF TEXAS AT AUSTIN TEXAS DEVELOPMENT

1 UNIVERSITY STATION MAIL STOP
A3000
AUSTIN,TX78712 		N/A PC FUNDS TO SUPPORT THE BLANTON MUSEUM OF ART 20,000

TIRR FOUNDATION

3355 WEST ALABAMA STE 950
HOUSTON,TX77098 		N/A PC SUPPORT MISSION CONNECT RESEARCH IN 2024 100,000

TIRR FOUNDATION

3355 WEST ALABAMA STE 950
HOUSTON,TX77098 		N/A PC SUPPORT MISSION CONNECT RESEARCH 100,000

WRITERS IN AMERICA

1414 SUL ROSS STREET
HOUSTON,TX77006 		N/A PC FUNDS TO BE USED TO PROVIDE STUDENTS WITH HIGH-QUALITY ARTS EDUCATION AND EXPERIENCES DURING 2023-2024 10,000
Total .................................right arrow 3a 4,285,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 1,370,978  
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 4,495  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 4,554,182  
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 5,929,655 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,929,655
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
VIVIAN L SMITH FOUNDATION
EIN:
76-0101380
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX COMPLIANCE SERVICES 8,424 4,212   4,212

TY 2024 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 10,146,022 9,328,153

TY 2024 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 670,308 670,308
FAYEZ SECURITIES 54,235,441 82,166,584
INVESTMENT - INVESTORS TREASURY 226,747 226,747

TY 2024 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 FSCO QUATTRO AT COST 721,645 721,645
INVESTMENT IN SAROFIM MULTIFAMILY AT COST 1,817,590 2,127,699

TY 2024 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 830 0   830
DELIVERY SERVICE AND OTHER EXPENSES 390 0   390
BANK CHARGES 50 50   0
OTHER INVESTMENT EXPENSES 2,669 2,669   0
SAROFIM MULTIFAMILY INCOME FUND 12,937 12,937   0
FSCO QUATTRO 23,028 23,028   0


TY 2024 OtherIncomeSchedule2
Name:
VIVIAN L SMITH FOUNDATION
EIN:
76-0101380
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 4,495 4,495 4,495


TY 2024 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 324,635 324,635   0


TY 2024 TaxesSchedule
Name:
VIVIAN L SMITH FOUNDATION
EIN:
76-0101380
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 57,537 57,537   0
FEDERAL INCOME TAX 75,819 0   0