SZ Foundation Inc

Private foundation · Grantmaker Houston, TX EIN: 46-1763248

SZ Foundation Inc is a private foundation, based in Houston, TX. IRS filing data is available from 2019 through 2020. As of 2020, the organization holds $35K in total assets. In 2020, it awarded 2 grants totaling $53K.

Key facts about SZ Foundation Inc

In short: SZ Foundation Inc gave $53K across 2 grants in 2020 (avg $26K), mostly in Texas. Source: 2020 IRS Form 990-PF.

EIN
46-1763248
Latest 990 filing
Form 990-PF, 2020
Annual giving (2020)
$52,500
Grants made (2020)
2
Average grant
$26,250
Median grant
$26,250
Total assets
$35,130
Primary geography
Texas (100% of itemized 2020 grant dollars)

Data from IRS Form 990-PF, 2020; updated October 2026.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

$35K

-60.0% YoY

Annual Giving

$53K

+377.3% YoY

Grant Count

2

-33.3% YoY

Avg Grant Size

$26K

+615.9% YoY

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2020 grant dollars across all 2 itemized grants.

States

Cities

Houston

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K3 grants2019 2 grants2020

From 2019 to 2020, annual grant giving ranged from $11K (2019) to $53K (2020). In 2020 it made 2 grants totaling $53K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2020

5 Star Academy: $3K5 Star Academy$3K

The largest 2020 recipient was 5 Star Academy ($3K).

Organizations only. It also paid 1 individual scholarship ($50,000), which are not listed by name.

Grant Size Distribution

5 grants across all recorded years

4<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 5 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
1 individual scholarship Recipients not named —$50,000
5 Star Academy Houston, TXScholarship$2,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
$0$20K$40K$60K2019 2020
Metric20202019
Total Assets$35,130$87,877
Revenue$1,000$229
Expenses$53,747$17,538

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS March 6, 2021)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 17, 2021)
  3. IRS filings on file for fiscal years 2019–2020

Leadership & Key People

Officers and directors from IRS filings

SZ Foundation Inc is led by Richard B Butler, President on every filing since 2019; none of the 8 officers listed in 2020 report compensation.

Officers on the 2020 filing

  • Richard B Butler

    President

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Bryan Price

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Cape Bell

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • George R Englert III

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Mark Sacra

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Michael McAfee

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • John D Michalek Jr.

    Secretary

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Terrance McConn

    Treasurer

    On filings since 2019

    2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2020. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about SZ Foundation Inc

How much does SZ Foundation Inc give each year?

SZ Foundation Inc gave $53K across 2 grants in 2020, according to its 2020 IRS Form 990-PF. In 2019 it gave $11K across 3 grants.

How large is SZ Foundation Inc?

SZ Foundation Inc reported $35K in total assets on its 2020 IRS Form 990-PF. Its revenue that year was $1K.

Where does SZ Foundation Inc operate?

SZ Foundation Inc has awarded grants in Texas.

What is SZ Foundation Inc's EIN?

SZ Foundation Inc's EIN (Employer Identification Number) is 46-1763248. IRS Form 990 filing data is available on this page for 2019–2020.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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