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    3. Investment and Research in Education

    Investment and Research in Education

    ActivoPublic CharityReligion-Related
    Houston, TXEIN: 06-13723263 declaraciones registradas
    Descubre si hay afinidad — Gratis

    About Investment and Research in Education

    The foundation directs almost all of its funding toward religiously affiliated education, with a strong emphasis on Catholic institutions and clerical/priests’ formation. Giving is concentrated in a small set of recipients (many with multiple grants), suggesting strategic, large-scale investments in faith-based schools, trusts, and formation programs rather than broad-based philanthropic diversification. While based in Houston, grants appear to support organizations with regional or national reach. The foundation favors capital or program support for religious education and institutional sustainability.

    Focus Areas

    Catholic parish and church-affiliated K–12 education (large capital and program support)Priestly formation and seminary support (funds for clergy training and formation programs)Faith-based institutional trusts and infrastructure (church trusts and organizational endowments)Regional/national Catholic organizations (repeat funding to national Catholic affiliates and networks)

    Who They Fund

    faith communitiesstudents in religious schoolsreligious educatorscongregations

    About Investment and Research in Education

    A single $20,000,000 grant to Saint John Evangelist Trust stands out in Investment and Research in Education Inc’s recent giving and points to a funder making very large commitments to religious education. The foundation’s portfolio is not broad and scattered; it is built around Catholic and church-affiliated institutions, with repeated support for trusts, holdings entities, and formation programs that keep those institutions operating. Recent grants also show attention to clerical training, including support for the LC Fund for Priestly Formation, which fits the broader pattern of backing priestly formation alongside schooling. Other recipients such as CRC Charitable Inc and LCNA Atlanta Inc appear in the recent list, suggesting a concentrated approach in which the same faith-based networks receive substantial, recurring support. The foundation also directs meaningful dollars to Houston-linked recipients, reflecting ties to education and religious infrastructure in the city while still funding organizations with regional reach. Across the recent grants, the throughline is institutional support for Catholic education and formation rather than smaller, distributed charitable awards.

    What Investment and Research in Education Funds

    Catholic parish and church-affiliated education is the clearest theme in the recent grants. In 2023, Investment and Research in Education Inc gave $2,425,675 to CRC Charitable Inc for religious education, and in 2025 it awarded $1,500,000 to LCNA Atlanta Inc for the same purpose. The foundation also backed institutional infrastructure tied to that network, including $1,528,963 to LCMRC Holdings in Houston for religious education. Priestly formation is another distinct focus: a 2025 grant of $876,044 went to LC Fund for Priestly Formation. Support for related entities extends beyond one campus or one city, with LCNA Atlanta Inc also appearing in 2023 in Edgerton, Wisconsin, for $569,204. The pattern points to sustained funding for Catholic schooling, clergy preparation, and the organizations that support both.

    How Investment and Research in Education Gives

    Typical grant size is large: the p25 is $432,153, the median is $1,049,084, and the p75 is $1,753,141. That profile matches a funder making institutional-scale awards rather than small competitive grants. The recent list also shows recurrence: LCNA Atlanta Inc appears in both 2023 and 2025, and LCMRC Holdings appears twice in 2025, which suggests ongoing support for a small set of recipients. Investment and Research in Education Inc is a public charity, does not fund individuals, and does not make program-related investments. The grant record provided does not show an application process, which is consistent with this being a relationship-driven grantmaker.

    Financial Snapshot

    Annual Giving

    $22.7M

    Total Assets

    $62.7M

    Total Revenue

    $42.3M

    Total Expenses

    $26.8M

    Typical Grant Size

    Most grants fall between $432K and $1.8M, with a median of $1M.

    25th Percentile

    $432K

    Median

    $1M

    75th Percentile

    $1.8M

    Geographic Reach

    Regional3 states funded

    About 50% of grants go to recipients in TX.

    Intensidad de financiamiento
    Baja
    Alta
    Sede

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    Giving Approach

    Highly concentrated: very few large grants make up most giving, with multiple repeat awards to the same religious education and Catholic formation organizations rather than many small, one-off grants.

    Funding Style

    program supportinstitutional/operating supportfaith-based organization funding

    Notable grantees: Saint John Evangelist Trust, CRC Charitable Inc, LCNA Atlanta Inc, LC Fund for Priestly Formation

    Topics

    religious educationfaith-based schoolingreligious instruction/curriculumreligious studies teacher training

    Where Investment and Research in Education Makes Grants

    Giving is concentrated in Texas, which accounts for 50% of grants to recipients in the foundation’s home state and is also the top state by grant count. Houston appears several times in the recent list, including LCMRC Holdings and Educational Developers. Outside Texas, Cumming, Georgia is a recurring recipient location, with Saint John Evangelist Trust, CRC Charitable Inc, LCNA Atlanta Inc, and LC Fund for Priestly Formation all listed there. Another recipient appears in Edgerton, Wisconsin. All recent grants shown are to U.S. recipients.

    Frequently Asked Questions About Investment and Research in Education

    What kinds of organizations does Investment and Research in Education Inc support?

    The foundation focuses on religiously affiliated education, especially Catholic institutions, parish and church-linked K–12 education, and clergy formation. Recent grants also include support for trusts and holdings entities tied to that educational network.

    How large are the foundation’s typical grants?

    The grant-size distribution is substantial: p25 is $432,153, median grant size is $1,049,084, and p75 is $1,753,141. The recent list also includes a $20,000,000 grant, showing that some awards are far larger than the median.

    Does the foundation give outside the United States?

    No. The recipient country distribution shows 8 grants to U.S. organizations, representing 100% of the recent grants provided.

    Does the recent record suggest repeated support to the same recipients?

    Yes. LCNA Atlanta Inc appears in both 2023 and 2025, and LCMRC Holdings appears twice in 2025. That pattern suggests ongoing relationships with a small set of grantees rather than one-time awards.

    What is the foundation’s geographic pattern of giving?

    Texas is the top state by grant count, and 50% of grants go to recipients in the foundation’s home state of Texas. Recent recipient cities include Houston, Cumming, and Edgerton.

    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    Saint John Evangelist TrustCUMMING, GA$20,000,0002025RELIGIOUS /EDUCATION
    LCNA Atlanta IncCUMMING, GA$1,500,0002025RELIGIOUS /EDUCATION
    LC Fund for Priestly FormationCUMMING, GA$876,0442025RELIGIOUS /EDUCATION
    LCMRC HOLDINGSHOUSTON, TX$317,7592025RELIGIOUS /EDUCATION
    LCMRC HoldingsHouston, TX$1,528,9632024RELIGIOUS/EDUCATION
    CRC Charitable IncCumming, GA$2,425,6752023RELIGIOUS/EDUCATION
    LCNA Atlanta IncEdgerton, WI$569,2042023RELIGIOUS/EDUCATION
    Educational DevelopersHouston, TX$21,0002023RELIGIOUS/EDUCATION

    Saint John Evangelist Trust

    $20,000,000
    CUMMING, GA2025

    RELIGIOUS /EDUCATION

    LCNA Atlanta Inc

    $1,500,000
    CUMMING, GA2025

    RELIGIOUS /EDUCATION

    LC Fund for Priestly Formation

    $876,044
    CUMMING, GA2025

    RELIGIOUS /EDUCATION

    LCMRC HOLDINGS

    $317,759
    HOUSTON, TX2025

    RELIGIOUS /EDUCATION

    LCMRC Holdings

    $1,528,963
    Houston, TX2024

    RELIGIOUS/EDUCATION

    CRC Charitable Inc

    $2,425,675
    Cumming, GA2023

    RELIGIOUS/EDUCATION

    LCNA Atlanta Inc

    $569,204
    Edgerton, WI2023

    RELIGIOUS/EDUCATION

    Educational Developers

    $21,000
    Houston, TX2023

    RELIGIOUS/EDUCATION