Mary L And William J Osher Foundation
EIN 205094518 · 501(c)(3) · Public charity · Houston, TX · recognized 2007
- Assets
- $32.3M
- Revenue
- $1.5M
- Expenses
- $3.5M
- Investment income
- $1.5M
Form 990 fiscal year ended 08/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 08/31/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Morgan Stanley | Investment advisor | $211,017 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Suzanne Jacobson | Secretary | $213,256 | $9,736 |
| Michael Rubenstein | President | $0 | $0 |
| Martha Kaplan Freedman | Trustee | $0 | $0 |
| Elizabeth Osher Del Pico | Trustee | $0 | $0 |
| Anne Osher | Trustee | $0 | $0 |
| Henry P Osher | Trustee | $0 | $0 |
| Esther Polland | Trustee | $0 | $0 |
Filing history
| Fiscal year end | Assets | Revenue | Expenses | Source |
|---|---|---|---|---|
| 08/31/2024 | $32.3M | $1.5M | $3.5M | 990 990 · obj 202501969349301760 IRS ↗ |
| 08/31/2023 | $32.3M | $764K | $933K | 990 990 · obj 202500339349300255 IRS ↗ |