2024-11-14T13:50:24-06:00 2023-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2023-01-01 462599162 Episcopal Health Foundation EPIS 7132250900 500 Fannin Ste 300 Houston TX 77002 Ann Barnes President & CEO 7132250900 2024-11-14 1 0 Kurt Coburn P01638285 7134395739 2023 2024-10-15 13:58:12Z Ann Barnes 500 Fannin Ste 300 Houston TX 77002 29297302 0 X www.episcopalhealth.org X 2013 TX To advance the Kingdom of God with specific focus on human health and well-being, through grants, research and initiatives in support of the mission of the Episcopal Diocese of Texas. 15 13 32 13 0 0 20500000 500000 0 0 34269089 28362518 355467 434784 55124556 29297302 296193562 36454447 0 0 5305683 6072401 0 0 0 9885940 13504239 311385185 56031087 -256260629 -26733785 1099678117 1173234386 27505572 18764977 1072172545 1154469409 To advance the Kingdom of God with specific focus on human health and well-being, through grants, research and initiatives in support of the mission of the Episcopal Diocese of Texas. 0 0 39934352 36454447 Episcopal Health Foundation works to improve the health of the 15 million people in the 80 counties of the Episcopal Diocese of Texas in furtherance of our mission and charter by making grants to qualified non-profit organizations and governmental entities. 6178604 Episcopal Health Foundation works to improve the health of the 15 million people in the 80 counties of the Episcopal Diocese of Texas in furtherance of our mission and charter by conducting research and evaluation. 2241150 Episcopal Health Foundation works to improve the health of the 15 million people in the 80 counties of the Episcopal Diocese of Texas in furtherance of our mission and charter through community and congregational engagement. 48354106 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 39 0 1 32 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 13 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Linda Mitchell 7132250900 500 Fannin St Ste 300 Houston TX 77002 Rt Rev C Andrew Doyle Chair 10.00 30.00 X X 0 542813 174084 Bill Montgomery Executive Chair 2.00 0.00 X X 0 0 0 Maria Boyce Secretary 2.00 0.00 X X 0 0 0 Rev Bill Carroll Director 2.00 0.00 X 0 0 0 Scott Caven Director 2.00 0.00 X 0 0 0 Catherine Crain Director 2.00 0.00 X 0 0 0 Simone Flowers Director 2.00 0.00 X 0 0 0 Roland Goertz Director 2.00 0.00 X 0 0 0 Dr Michele Lyn Director 2.00 0.00 X 0 0 0 Daisy Morales Director 2.00 0.00 X 0 0 0 Precious Williams Owodunni Director 2.00 0.00 X 0 0 0 Patricia Snyder Director 2.00 0.00 X 0 0 0 Rev Catherine Wright Director 2.00 0.00 X 0 0 0 Rev Francene Young Director 2.00 0.00 X 0 0 0 Ann Barnes President & CEO 40.00 0.00 X X 585499 0 74822 Linda Riley Mitchell Treasurer & CFO 10.00 30.00 X 0 449384 49979 David Fisher Assistant Treasurer 10.00 30.00 X 0 205470 52227 Shao-Chee Sim VP Research 40.00 0.00 X 398869 0 71841 Jo Z Carcedo VP Grants 40.00 0.00 X 370643 0 48366 Susybelle Gosslee Chief Administrative Officer 40.00 0.00 X 342974 0 66811 Lisa Madry VP Community Engagement 40.00 0.00 X 293607 0 39585 Robert Sasser Chief Communications Officer 40.00 0.00 X 222239 0 55945 2213831 1197667 633660 19 0 1 0 Upstream Thinking LLC 5409 Woodrow Ave Unit D Austin TX 78756 Consulting 679999 Harvard TH Chan School of Public Healt 677 Huntington Ave Boston MA 02115 Consulting 513484 UT Health Science Center at Houston 7000 Fannin Ste 1200 Houston TX 77030 Consulting 329614 Treaty Oak Strategies 2317 Amur Dr Austin TX 78745 Consulting 325125 SSRS Inc 155 Gaither Dr Ste A Mt Laurel NJ 08054 Consulting 309000 14 500000 500000 7556652 7556652 20805866 0 20805866 20805866 20805866 Returned grants 900099 434784 434784 434784 29297302 0 0 28797302 36454447 36454447 660321 528257 132064 4267875 3367007 900868 378605 298681 79924 488574 385882 102692 277026 218921 58105 22444 22444 43860 43860 210586 210586 4262110 4262110 1992039 1328944 663095 92941 92941 66250 4892 61358 250670 197532 53138 274483 195942 78541 82229 65874 16355 158621 101122 57499 429698 338609 91089 124938 15777 109161 Research projects 4526636 4526636 EDOT admin services 774475 774475 Prof development, educ. 138010 114997 23013 Membership dues 54249 54249 56031087 48354106 7676981 0 15771422 15781113 193967 137789 220176 241653 12753966 5576607 7250466 7177359 1071513496 1145944335 4728590 3952137 1099678117 1173234386 1398619 849445 20958603 17915532 5148350 0 27505572 18764977 X 1072172545 1154469409 1072172545 1154469409 1099678117 1173234386 X -26733785 103882299 5148350 X 0 1 X 1 0 X X 1 Episcopal Diocese of Texas 741143081 1 1 55601389 0 1 55601389 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 Part IV, Section A, Line 6 - Support Provided to Others The Foundation made grants to the organizations listed on Schedule I. Such grants were made in furtherance of the missions of both the Foundation and its supported organization. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2179 208407 210586 51558391 51768977 1000000 250000 0 0 1000000 1000000 1000000 3000000 4500000 21923 175593 210586 408102 250000 250000 250000 750000 1125000 21923 2076 2179 26178 750000 750000 10915200 4740717 6174483 853442 653785 199657 235324 182105 53219 7177359 EH Investment Fund, LP 1145944335 F 1145944335 134065841 103882299 5148350 109030649 25035192 4262110 4262110 29297302 51768977 0 51768977 4262110 4262110 56031087 Part XI, Line 2d - Other Adjustments: Release of legal reserve funds 5,148,350. 1 Alliance for African American Health in Central Texas 2112 E 21st St Austin TX 78722 203820579 501(c)(3) 150000 0 Raise Community Voices American Heart Association Inc PO Box 840692 Dallas TX 75284 135613797 501(c)(3) 200000 0 Raise Community Voices Angelina County & Cities Health District 503 Hill St Lufkin TX 75904 751244376 170(c)(1) 175000 0 Support Comprehensive Clinics Asian American Health Coal of Greater Houston Area (AAHC) 7001 Corporate Ste 120 Houston TX 77036 311756818 501(c)(3) 350000 0 Support Comprehensive Clinics AVANCE Austin 745 Mansell Ave Austin TX 78702 911916705 501(c)(3) 175000 0 Building Brain Development-Community Organizations Avenue 360 Health & Wellness 2150 West 18th St Ste 300 Houston TX 77008 760549240 501(c)(3) 750000 0 Support Comprehensive Clinics Bastrop County Cares 806 Water St Bastrop TX 78602 473250104 501(c)(3) 60000 0 Raise Community Voices Baylor College of Medicine One Baylor Plaza Houston TX 77030 741613878 501(c)(3) 350000 0 Building Brain Development-Providers Baylor College of Medicine - Teen Health Clinic Advancement and Alumni Affairs 3200 Southwest Freeway Houston TX 77027 741613878 501(c)(3) 140000 0 Support Comprehensive Clinics Baylor University 1 Bear Place 97042 Waco TX 76798 741159753 501(c)(3) 175000 0 Raise Community Voices Bayside Healthcare Foundation POBox 398 Anahuac TX 77514 205853573 501(c)(3) 200000 0 Support Comprehensive Clinics Boat People SOS 11360 Bellaire Blvd Ste 910 Houston TX 77072 454040991 501(c)(3) 280000 0 Expand Health Coverage & Benefits Brazos Valley Community Action Agency 1500 University Dr E College Station TX 77840 741715140 501(c)(3) 500000 0 Support Comprehensive Clinics Bread of Life Inc 2019 Crawford St Houston TX 77002 760386510 501(c)(3) 136500 0 Expand Health Coverage & Benefits Casa Marianella 821 Gunter St Austin TX 78702 742377341 501(c)(3) 326000 0 Expand Health Coverage & Benefits Center for Public Policy Priorities dba Every Texan 7020 Easy Wind Dr Ste 200 Austin TX 78752 742898197 501(c)(3) 100000 0 Expand Health Coverage & Benefits Center for Public Policy Priorities dba Every Texan 7020 Easy Wind Dr Ste 200 Austin TX 78752 742898197 501(c)(3) 450000 0 Expand Health Coverage & Benefits Central Texas Interfaith 1301 S IH 35 Ste 201 Austin TX 78741 742389210 501(c)(3) 550000 0 Raise Community Voices Children at Risk 2900 Weslayan Ste 400 Houston TX 77027 760360533 501(c)(3) 240625 0 Building Brain Development-Community Organizations Children's Defense Fund 840 First St NE Ste 300 Washington DC 20002 520895622 501(c)(3) 397500 0 Expand Health Coverage & Benefits Children's Defense Fund-Texas 316 W 12th St Ste 105 Austin TX 78701 520895622 501(c)(3) 203000 0 Raise Community Voices Communities for Better Health 13201 Northwest Freeway Ste 800 Houston TX 77040 833457205 501(c)(3) 205000 0 Raise Community Voices Community Doulas of Waco 4300 W Waco Dr 228 Waco TX 76710 833463594 501(c)(3) 230750 0 Building Brain Development-Community Organizations Community Resource Center of Robertson County 1002 W Brown St Hearne TX 77859 352725888 501(c)(3) 100000 0 Strengthen Rural Health CommUnityCare dba Central TX Community Health Centers 2115 Kramer Ste 100 Austin TX 78758 550853118 501(c)(3) 388491 0 Work Upstream Connective 515 Post Oak Blvd Ste 1000 Houston TX 77027 843567749 501(c)(3) 100000 0 Support Change in Healthcare Financing Council for a Strong America 1025 Connecticut Ave NW Ste 1100 Washington DC 20036 133840271 501(c)(3) 187500 0 Building Brain Development-Community Organizations Dell Medical School - UT Austin 1501 Red River St Austin TX 78712 746000203 170(c)(1) 200000 0 Support Change in Healthcare Financing Dell Medical School - UT Austin 1501 Red River St Austin TX 78712 746000203 170(c)(1) 878470 0 Support Change in Healthcare Financing East Harris County Empowerment Council 11821 East Freeway Ste 500 Houston TX 77029 270377576 501(c)(3) 250000 0 Raise Community Voices East Harris County Empowerment Council 11821 East Freeway Ste 500 Houston TX 77029 270377576 501(c)(3) 150000 0 Raise Community Voices East Texas Food Bank Foundation Inc 3201 Robertson Rd Tyler TX 75701 203700295 501(c)(3) 250000 0 Expand Health Coverage & Benefits East Texas Sheltering Arms Coalition 701 South Main St Jacksonville TX 75766 814853822 501(c)(3) 10000 0 Program Support Easter Seals of Greater Houston 4888 Loop Central Dr Ste 200 Houston TX 77081 741238418 501(c)(3) 150000 0 Building Brain Development-Community Organizations Epiphany Community Health Outreach Services (ECHOS) 9894 Bissonnet Houston TX 77036 760645238 501(c)(3) 50000 0 Expand Health Coverage & Benefits Episcopal Diocese of Texas 1225 Texas St Houston TX 77002 741143081 501(c)(3) 480000 0 Operating and Program Support Fayette Community Foundation PO Box 664 La Grange TX 78945 742997477 501(c)(3) 10000 0 Program Support Fort Bend Family Health Center dba AccessHealth 400 Austin St Richmond TX 77469 741951476 501(c)(3) 500000 0 Work Upstream Fort Bend Family Health Center dba AccessHealth 400 Austin St Richmond TX 77469 741951476 501(c)(3) 400000 0 Work Upstream Foundation Communities 3000 S IH 35 Frontage Rd 300 Austin TX 78704 742563260 501(c)(3) 750000 0 Expand Health Coverage & Benefits Galveston Children's Museum 2618 Broadway St Galveston TX 77550 463344556 501(c)(3) 187500 0 Building Brain Development-Community Organizations Go Austin - Vamos Austin 3710 Cedar St Ste 230 Austin TX 78705 830915321 501(c)(3) 400000 0 Raise Community Voices Georgetown Health Foundation 2425 Williams Dr Ste 101 Georgetown TX 78628 742427148 501(c)(3) 250000 0 Strengthen Rural Health Giving Austin Labor Support (GALS) PO Box 41074 Austin TX 78704 273448123 501(c)(3) 292500 0 Support Change in Healthcare Financing Great Commission Foundation 1225 Texas Ave Houston TX 77002 462673721 501(c)(3) 514835 0 Program Support Gulf Coast Leadership Council 4141 Southwest Freeway Ste 675 Houston TX 77027 741905927 501(c)(3) 550000 0 Raise Community Voices Gulf Coast Leadership Council 4141 Southwest Freeway Ste 675 Houston TX 77027 741905927 501(c)(3) 207000 0 Raise Community Voices Health Alliance for Austin Musicians 3036 S First St Austin TX 78704 800147620 501(c)(3) 166157 0 Expand Health Coverage & Benefits Healthcare for the Homeless - Houston 1934 Caroline St Houston TX 77002 760647934 501(c)(3) 100000 0 Support Comprehensive Clinics Healthcare for the Homeless - Houston 1934 Caroline St Houston TX 77002 760647934 501(c)(3) 500000 0 Support Comprehensive Clinics Healthy Futures of Texas 2300 W Commerce St Ste 212 San Antonio TX 78207 205793076 501(c)(3) 100000 0 Raise Community Voices Healthy Futures of Texas 2300 W Commerce St Ste 212 San Antonio TX 78207 205793076 501(c)(3) 850000 0 Support Comprehensive Clinics Heart of Texas Behavioral Health Network 110 S 12th St Waco TX 76703 741622958 501(c)(3) 750000 0 Support Comprehensive Clinics Houston Immigration Legal Services Collab 3605 Katy Fwy 100 Houston TX 77007 300098254 501(c)(3) 431015 0 Expand Health Coverage & Benefits Houston in Action Network 5300 Caroline St Houston TX 77004 873022489 501(c)(3) 500000 0 Raise Community Voices Ibn Sina Foundation 11226 S Wilcrest Dr Houston TX 77099 760698464 501(c)(3) 250000 0 Support Comprehensive Clinics Lone Star Circle of Care 205 East University Ave Ste 200 Georgetown TX 78626 743001674 501(c)(3) 700000 0 Work Upstream Lone Star Family Health Center 605 S Conroe Medical Dr Conroe TX 77304 300038860 501(c)(3) 300000 0 Support Comprehensive Clinics Lone Star Family Health Center 605 S Conroe Medical Dr Conroe TX 77304 300038860 501(c)(3) 350000 0 Support Comprehensive Clinics MAM (Memorial Assistance Ministries) 1625 Blalock Rd Houston TX 77080 760044172 501(c)(3) 81750 0 Raise Community Voices MAM (Memorial Assistance Ministries) 1625 Blalock Rd Houston TX 77080 760044172 501(c)(3) 360000 0 Expand Health Coverage & Benefits Matagorda Episcopal Health Outreach Program 101 Ave F North Bay City TX 77414 200537948 501(c)(3) 350000 0 Support Comprehensive Clinics Meadows Mental Health Policy Institute 3003 Swiss Ave Dallas TX 75204 463992618 501(c)(3) 300000 0 Building Brain Development-Community Organizations Meadows Mental Health Policy Institute 3003 Swiss Ave Dallas TX 75204 463992618 501(c)(3) 400000 0 Support Change in Healthcare Financing Mental Health America of Greater Houston 2211 Norfolk St Ste 810 Houston TX 77098 741272394 501(c)(3) 450000 0 Support Comprehensive Clinics Mi Familia Vota Education Fund 7500 Bellaire Blvd Ste 762 Houston TX 77036 200182824 501(c)(3) 125000 0 Raise Community Voices Montrose Counseling Center dba The Montrose Center 401 Branard St 2nd Fl Houston TX 77006 742050245 501(c)(3) 300000 0 Support Comprehensive Clinics Mosaic Counseling Centers of East Texas (formerly SCCET) 100 E Ferguson Ste 602 Tyler TX 75702 452047833 501(c)(3) 250000 0 Strengthen Rural Health Mosaic Counseling Centers of East Texas (formerly SCCET) 100 E Ferguson Ste 602 Tyler TX 75702 452047833 501(c)(3) 400000 0 Strengthen Rural Health National Alliance on Mental Illness-TX (NAMI) PO Box 300817 Austin TX 78703 742380175 501(c)(3) 50000 0 Raise Community Voices Neighborhood Recovery CDC 5445 Almeda Rd Ste 505 Houston TX 77004 760377117 501(c)(3) 160000 0 Raise Community Voices Palacios Community Hub PO Box 385 Palacios TX 77465 464903441 501(c)(3) 150000 0 Strengthen Rural Health Parents as Teachers National Center 6 Cityplace Dr Ste 100 Creve Coeur MO 63146 431569124 501(c)(3) 220000 0 Building Brain Development-Community Organizations Partners in Parenting PO Box 49877 Austin TX 78765 300809437 501(c)(3) 187500 0 Building Brain Development-Community Organizations People's Community Clinic 1101 Camino La Costa Austin TX 78752 237087608 501(c)(3) 405000 0 Building Brain Development-Providers People's Community Clinic 1101 Camino La Costa Austin TX 78752 237087608 501(c)(3) 500000 0 Support Comprehensive Clinics People's Community Clinic 1101 Camino La Costa Austin TX 78752 237087608 501(c)(3) 450000 0 Work Upstream Planned Parenthood Gulf Coast Inc 4600 Gulf Freeway Houston TX 77023 741100163 501(c)(3) 600000 0 Support Comprehensive Clinics Planned Parenthood of Greater Texas 7424 Greenville Ave Ste 206 Dallas TX 75231 521243220 501(c)(3) 915000 0 Support Comprehensive Clinics PUSH Birth Partners 1322 Space Park Dr C146 Houston TX 77058 850924351 501(c)(3) 100000 0 Support Comprehensive Clinics Rice University 6100 Main St MS-40 Ste 120L Houston TX 77005 741109620 501(c)(3) 184625 0 Building Brain Development-Community Organizations Rice University 6100 Main St MS-40 Ste 120L Houston TX 77005 741109620 501(c)(3) 10000 0 Program Support Sabine Valley Regional MHMR Center dba Community Healthcore 107 Woodbine Place Longview TX 75601 751724017 501(c)(3) 400000 0 Raise Community Voices Saint Louise House PO Box 150637 Austin TX 78715 742968167 501(c)(3) 41688 0 Expand Health Coverage & Benefits Save the Children Federation 501 Kings Highway E Ste 400 Fairfield CT 06825 060726487 501(c)(3) 121180 0 Building Brain Development-Community Organizations SEARCH Homeless Services 2015 Congress St Houston TX 77002 760260403 501(c)(3) 451835 0 Expand Health Coverage & Benefits Smith County Champions for Children 4883 Hightech Dr Tyler TX 75703 752669405 501(c)(3) 185000 0 Building Brain Development-Community Organizations Special Health Resources for Texas PO Box 2709 Longview TX 75606 752405203 501(c)(3) 250703 0 Support Comprehensive Clinics Special Health Resources for Texas PO Box 2709 Longview TX 75606 752405203 501(c)(3) 187000 0 Work Upstream Spring Branch Community Health Center 800 West Sam Houston Pkwy S 200 Houston TX 77042 300198705 501(c)(3) 120000 0 Support Comprehensive Clinics St Paul Children's Foundation 1350 E Richards St Tyler TX 75702 752687636 501(c)(3) 247750 0 Support Comprehensive Clinics Stephen F Austin Community Health Network 2552 E Broadway Ste 102 Pearland TX 77581 412273820 501(c)(3) 500000 0 Support Comprehensive Clinics Stephen F Austin Community Health Network 2552 E Broadway Ste 102 Pearland TX 77581 412273820 501(c)(3) 75000 0 Support Comprehensive Clinics Sunrise Homeless Navigation Center 4430 Manchaca Rd Austin TX 78745 311249618 501(c)(3) 150000 0 Expand Health Coverage & Benefits Sustainable Food Center Inc 2921 E 17th St Bldg C Austin TX 78702 742441468 501(c)(3) 200000 0 Raise Community Voices Tejas Health Care 753 E Travis St La Grange TX 78945 753260266 501(c)(3) 700000 0 Support Comprehensive Clinics Texas 2036 3889 Maple Ave Ste 210 Dallas TX 75219 813063099 501(c)(3) 100000 0 Support Change in Healthcare Financing Texas Children's Hospital 1919 S Braeswood Blvd 5214 Houston TX 77030 741100555 501(c)(3) 550000 0 Support Comprehensive Clinics Texas Network of Youth Services PO Box 26855 Austin TX 78755 751791374 501(c)(3) 150000 0 Raise Community Voices Texas Organizing Project Education Fund PO Box 120296 San Antonio TX 78212 271481855 501(c)(3) 350000 0 Raise Community Voices Texas Pediatric Society 401 W 15th St Ste 682 Austin TX 78701 751499413 501(c)(3) 180000 0 Building Brain Development-Community Organizations The Beacon of Downtown Houston 1117 Texas Ave Houston TX 77002 710933434 501(c)(3) 54938 0 Expand Health Coverage & Benefits The Center for the Study of Social Policy 1575 Eye St NW Ste 500 Washington DC 20005 521254948 501(c)(3) 10000 0 Program Support The Council on Recovery PO Box 2768 Houston TX 77252 741173235 501(c)(3) 10000 0 Program Support The Georgetown Project PO Box 957 Georgetown TX 78627 742807713 501(c)(3) 125000 0 Building Brain Development-Community Organizations The Greater Taylor Foundation 309 N Main St Taylor TX 76574 873682838 501(c)(3) 6500 0 Program Support The Rose 12700 N Featherwood Dr 260 Houston TX 77034 760193812 501(c)(3) 475000 0 Support Comprehensive Clinics The TX Int'l Institute of Health Professions 8121 Broadway St Ste 103 Houston TX 77061 461267820 501(c)(3) 125000 0 Support Comprehensive Clinics The University of Texas at Austin 110 Inner Campus Dr Austin TX 78705 746000203 170(c)(1) 150000 0 Building Brain Development-Providers The University of Texas Health Science Center at Houston 7000 Fannin Ste 1200 Houston TX 77030 741761309 170(c)(1) 360000 0 Support Change in Healthcare Financing The University of Texas Health Science Center at Houston 7000 Fannin Ste 1200 Houston TX 77030 741761309 170(c)(1) 300000 0 Building Brain Development-Providers The University of Texas Health Science Center at Houston 7000 Fannin Ste 1200 Houston TX 77030 741761309 170(c)(1) 363000 0 Building Brain Development-Providers The University of Texas Health Science Center at Houston 7000 Fannin Ste 1200 Houston TX 77030 741761309 170(c)(1) 455000 0 Support Comprehensive Clinics The Women's Home 607 Westheimer Rd Houston TX 77006 741467811 501(c)(3) 350000 0 Support Comprehensive Clinics Third Ward Community Fund Management Corp PO Box 8098 Houston TX 77288 760516601 501(c)(3) 300000 0 Raise Community Voices Todos Juntos Learning Center PO Box 41213 4229 Austin TX 78704 463028927 501(c)(3) 100000 0 Building Brain Development-Community Organizations Trinity Memorial Hospital District 315 N Prospect Dr Trinity TX 75862 760077632 501(c)(3) 73075 0 Strengthen Rural Health UHPhealth Inc 110 Rockleigh Pl Houston TX 77017 611757254 501(c)(3) 199118 0 Strengthen Rural Health United Way for Greater Austin 5930 Middle Fiskville Rd Austin TX 78752 741193439 501(c)(3) 250000 0 Raise Community Voices United Way for Greater Austin 5930 Middle Fiskville Rd Austin TX 78752 741193439 501(c)(3) 200027 0 Support Change in Healthcare Financing United Way of Brazoria County 4005 Technology Rd Ste 1020 Angleton TX 77515 741362982 501(c)(3) 65000 0 Raise Community Voices United Way of Waco-McLennan County PO Box 7634 Waco TX 76714 741189027 501(c)(3) 150000 0 Raise Community Voices Waco Family Medicine 1600 Providence Dr Waco TX 76707 742867580 501(c)(3) 150000 0 Building Brain Development-Providers Waco Family Medicine 1600 Providence Dr Waco TX 76707 742867580 501(c)(3) 351600 0 Support Comprehensive Clinics Waco Family Medicine 1600 Providence Dr Waco TX 76707 742867580 501(c)(3) 360000 0 Work Upstream Waco Foundation 1224 Austin Ave Ste 100 Waco TX 76701 746054628 501(c)(3) 22000 0 Strengthen Rural Health Waco Foundation 1224 Austin Ave Ste 100 Waco TX 76701 746054628 501(c)(3) 125000 0 Raise Community Voices World Hunger Relief Institute 356 Spring Lake Rd Waco TX 76705 741880456 501(c)(3) 300000 0 Raise Community Voices Young Invincibles 401 Branard St Ste 115 Houston TX 77006 462214021 501(c)(3) 400000 0 Raise Community Voices 109 0 Part I, Line 2: The Foundation asks grant recipients to measure their success in attaining program goals. The purpose of asking for an evaluation plan in the application phase is to 1) encourage potential grantees to incorporate evaluation into their planning process from the inception of the program, and 2) to enable outcome measurement during and at the end of the grant period. The evaluation plan also sets the report criteria for the six-month and annual progress reports. The evaluation plan/report components include an outcomes statement (who or what is expected to change as a result of the grant), measurable goals for the project, activities to achieve the goals, information needed, methods to be used to gather the information and who will be responsible for gathering it. The six-month and annual progress reports accurately describe the progress towards the goals listed on the evaluation plan submitted with the original application and include an explanation of any variances from the goals or expected progress. X X X X X 1 0 0 0 0 0 0 0 0 Rt Rev C Andrew Doyle Chair 0 542813 0 0 0 0 0 124665 0 49419 0 716897 0 0 Ann Barnes President & CEO 585499 0 0 0 0 0 52695 0 22127 0 660321 0 0 0 Linda Riley Mitchell Treasurer & CFO 0 449384 0 0 0 0 0 36948 0 13031 0 499363 0 0 Shao-Chee Sim VP Research 398869 0 0 0 0 0 35898 0 35943 0 470710 0 0 0 Jo Z Carcedo VP Grants 370643 0 0 0 0 0 33358 0 15008 0 419009 0 0 0 Susybelle Gosslee Chief Administrative Officer 342974 0 0 0 0 0 30868 0 35943 0 409785 0 0 0 Lisa Madry VP Community Engagement 116587 0 0 0 177020 0 26425 0 13160 0 333192 0 0 0 Robert Sasser Chief Communications Officer 222239 0 0 0 0 0 20002 0 35943 0 278184 0 0 0 David Fisher Assistant Treasurer 0 205470 0 0 0 0 0 18492 0 33735 0 257697 0 0 Part I, Line 4a Lisa Madry's taxable compensation includes $177,020 of severance pay. Form 990, Part VI, Section A, line 1a Episcopal Health Foundation (EHF) has an Executive Committee that includes the Board Chair (who serves as Executive Committee Chair), the Executive Chair, and four other members of the Board appointed by the Chair of the Board. The Committee may meet at stated times or by notice. During intervals between meetings of the Board of Directors, the Executive Committee has and may exercise the powers of the Board of Directors in the management of the business and affairs of EHF. Form 990, Part VI, Section A, line 2 Bishop Andrew Doyle, David Fisher and Linda Mitchell are employed by the Episcopal Diocese of Texas in senior positions. Form 990, Part VI, Section A, line 6 The Episcopal Diocese of Texas is the sole member of EHF. The authority of the Diocese is vested in the Bishop, the Council of the Diocese, and a standing committee. Form 990, Part VI, Section A, line 7a EHF's sole member has the right to elect or remove directors of EHF. Form 990, Part VI, Section A, line 7b EHF's sole member must approve the following: 1. Amendments to the certificate of formation and bylaws; 2. The merger of EHF with any other organization or entity; 3. The conversion of EHF; 4. The sale, transfer, assignment, or disposition of substantially all of EHF's assets; and 5. The dissolution, winding up, and termination of EHF. Form 990, Part VI, Section B, line 11b EHF's President/CEO presents the draft 990 to the Board prior to filing with IRS. Form 990, Part VI, Section B, line 12c Each director, officer, and member of a committee is required to annually sign a statement which affirms that such person has received a copy of the COI policy, has read and understands the policy, and agrees to comply with the policy (including the requirement to disclose any potential conflicts). Form 990, Part VI, Section B, line 15 An independent consultant was retained to evaluate compensation for the President/CEO. The Compensation Committee meets to discuss the CEO's compensation which is ultimately approved by the Board of Directors. The independent consultant was also retained to evaluate compensation for senior management. The Compensation Committee meets to discuss the results of the four leadership team members. Staff compensation is determined by the CEO. Form 990, Part VI, Section C, line 19 Available on EHF website and upon request at the front desk office of EHF. Form 990, Part XI, line 9: Release of legal reserve funds 5,148,350. Episcopal Diocese of Texas 1225 Texas Avenue Houston TX 77002 741143081 Church TX 501(c)(3) Line 1 N/A 0 EH Investment Fund LP One Maritime Plaza 6th Floor San Francisco CA 94111 383930311 Investment DE Episcopal Health Foundation Excluded 21477132 965382785 0 -92221 0 0.68840 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 EH Investment Fund LP S 53000000 FMV Schedule R, Part II - Related Tax-Exempt Organizations There are 241 brother-sister organizations controlled by the Episcopal Diocese of Texas which have not been reported on this schedule.