Nonprofit · EIN 76-0460841
KINKAID SCHOOL ENDOWMENT FUND INC
Tax-exempt · HOUSTON, TX 77024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $10,261,266 | $5,081,829 | $5,179,437 | $163,918,262 | $3,503,300 | $160,414,962 |
| July 31, 2024 | 990 | $6,077,515 | $4,688,455 | $1,389,060 | $149,758,844 | $4,258,567 | $145,500,277 |
| July 31, 2023 | 990 | $13,354,808 | $4,624,196 | $8,730,612 | $134,097,167 | $3,796,028 | $130,301,139 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $3,298,768
- Program service revenue
- $0
- Investment income
- $6,962,498
- Net gain from sales of assets
- $1,886,411
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $4,593,083
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $4,593,083
- Management and general (functional)
- $488,746
Balance sheet and other
- Total assets, start of year
- $149,758,844
- Total assets, end of year
- $163,918,262
- Total liabilities, end of year
- $3,503,300
- Net assets, end of year
- $160,414,962
- Publicly traded securities
- $155,394,250
- Net assets without donor restrictions
- $6,902,965
- Net assets with donor restrictions
- $153,511,997
- Gross receipts
- $39,742,658
- Employees
- 0
- Volunteers
- 9
- Year formed
- 1994
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Joanne Margraves | CFO Officer | 1 | $0 | $335,362 | $45,537 |
| Ricardo Perusquia | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| E Staman Ogilvie | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Terri Lacy | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| David R Lummis | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Meredith H Beaupre | Director Trustee or director | 1 | $0 | $0 | $0 |
| Bruce Bilger | Director Trustee or director | 1 | $0 | $0 | $0 |
| Kenneth Cowan | Director Trustee or director | 1 | $0 | $0 | $0 |
| Steven Mach | Director Trustee or director | 1 | $0 | $0 | $0 |
| Elisa Stude Pye | Director Trustee or director | 1 | $0 | $0 | $0 |
| Darryl I Wilson | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended July 31, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Joanne Margraves | CFO Officer | 1 | $0 | $324,164 | $44,585 |
| Ricardo Perusquia | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| E Staman Ogilvie | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Terri Lacy | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| David R Lummis | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Kenneth Cowan | Director Trustee or director | 1 | $0 | $0 | $0 |
| Edwin H Frank III | Director Trustee or director | 1 | $0 | $0 | $0 |
| Curtis R Kayem | Director Trustee or director | 1 | $0 | $0 | $0 |
| Elisa Stude Pye | Director Trustee or director | 1 | $0 | $0 | $0 |
| Darryl I Wilson | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended July 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Joanne Margraves | CFO Officer | 1 | $0 | $310,145 | $42,194 |
| Ricardo Perusquia | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| E Staman Ogilvie | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Robert D Duncan | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| David R Lummis | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Kenneth Cowan | Director Trustee or director | 1 | $0 | $0 | $0 |
| Edwin H Frank III | Director Trustee or director | 1 | $0 | $0 | $0 |
| Curtis R Kayem | Director Trustee or director | 1 | $0 | $0 | $0 |
| Terri Lacy | Director Trustee or director | 1 | $0 | $0 | $0 |
| Walter G Mayfield | Director Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 201 KINKAID SCHOOL DR, HOUSTON, TX 77024-7504
- In care of
- % DAVID M UNDERWOOD
- Principal officer (990 for 2024)
- Joanne Margraves, 201 Kinkaid School Drive, Houston, TX 77024
- Signed the 990
- Joanne Margraves, CFO
- Phone
- (713) 782-1640
- Website
- www.kinkaid.org
- Return prepared by
- Blazek & Vetterling
Mission
See Schedule O
Program accomplishments
- The Endowment assists the School in attracting and retaining the best qualified teachers, in providing financial assistance to students who might not otherwise be able to attend the School, and promoting in any and all other ways the educational purposes and general welfare of the School.Expenses $4,593,083 · grants $4,593,083
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 76-0460841
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1995
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $163,918,262
- Income (IRS master file)
- $39,742,658
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $10,261,266 | $5,081,829 | $163,918,262 | IRS |
| 990 | July 2024 | $6,077,515 | $4,688,455 | $149,758,844 | XML |
| 990 | July 2023 | $13,354,808 | $4,624,196 | $134,097,167 | XML |
| 990 | July 2022 | $9,567,958 | $4,506,420 | $119,820,822 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 76-0460841).
Questions about KINKAID SCHOOL ENDOWMENT FUND INC
- What is the EIN of KINKAID SCHOOL ENDOWMENT FUND INC?
- The employer identification number (EIN) of KINKAID SCHOOL ENDOWMENT FUND INC is 76-0460841.
- Is KINKAID SCHOOL ENDOWMENT FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to KINKAID SCHOOL ENDOWMENT FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does KINKAID SCHOOL ENDOWMENT FUND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of KINKAID SCHOOL ENDOWMENT FUND INC due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KINKAID SCHOOL ENDOWMENT FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of KINKAID SCHOOL ENDOWMENT FUND INC?
- The 990 for the year ended July 31, 2025 names Joanne Margraves.
- Who are the officers and directors of KINKAID SCHOOL ENDOWMENT FUND INC?
- The 990 for the year ended July 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does KINKAID SCHOOL ENDOWMENT FUND INC have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $10,261,266, expenses of $5,081,829 and total assets of $163,918,262 at year end.
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