2017 Data

Total program Funding Approved:
$79.4 million to more than 130 organizations

(includes commitments to be paid in future years)

2017 new funding approved by Type of Support

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Type of Funding Value of Funding (USD in Millions)
General Operating Support Grants* $14.54
Project Support Grants* $42.15
Capital Improvement Grants $20.83
Direct Charitable Activities $1.86

*includes unrestricted funding.

Fair Market Value of Assets

We maintain a long-term view with respect to Houston Endowment’s investments. Our investment objective is to achieve returns that allow us to maintain a stable pattern of program funding each year while continuing to grow the real value of the endowment.

Fair Market Value of Assets at Year EnD

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Year Fair Market Value of Assets at Year End (USD in Billions)
2013 $1.73
2014 $1.76
2015 $1.67
2016 $1.69
2017 $1.83 (preliminary)

Program Spending

Houston Endowment determines our yearly charitable spending budget using a formula based on five percent of a three-year rolling average of the endowment’s market value. The spending policy is designed to provide a relatively stable pattern of spending, despite short-term market fluctuations, and to preserve the inflation-adjusted value of the endowment in perpetuity.

program funding Paid

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Year Program Funding Paid (USD in Millions)
2013 $59.41
2014 $80.79
2015 $56.97
2016 $60.99
2017 $65.42

Financial Statements

Houston Endowment engages independent auditors annually to audit our financial statements.

Audited Financial Statement 2017-2016

Audited Financial Statement 2016-2015