2024-11-14T16:53:58-06:00 2023-12-31 461903676 WATTS CPA PC 911 WYOMING AVENUE EL PASO TX 79902 990 2023-01-01 980143306 THE GEORGE E BROWN UNITED STATESMEXICO FOUNDATION FOR SCIENCE INC UNIT 2022212316 4410 MASSACHUSETTS AVE NW 129 WASHINGTON DC 20016 EUGENIO MARIN AGUILAR CEO 2022212316 2024-11-13 1 0 BRADLEY WATTS P01684394 9157990994 2023 2024-10-15 13:58:12Z THE GEORGE E BROWN UNITED STATESMEXICO FOUNDATION FOR SCIENCE INC EUGENIO MARIN AGUILAR 4410 MASSACHUSETTS AVE NW WASHINGTON DC 20016 3789571 0 X WWW.FUMEC.ORG X 1991 DC THE FOUNDATION IS A NON-PROFIT TAX EXEMPT ORGANIZATION WHOSE PURPOSE IS TO "SUPPORT PARTNERSHIPS FOR ECONOMIC DEVELOPMENT, EDUCATIONAL AND TECHNOLOGICAL PROGRESS" IN BOTH THE UNITED STATES AND IN MEXICO. THE ORGANIZATION WAS ORIGINALLY FOUNDED IN 1991 AS THE UNITED STATES MEXICO FOUNDATION FOR SCIENCE, AND LATER IN 1993 ADOPTED THE NAME THE GEORGE E. BROWN UNITED STATES/MEXICO FOUNDATION FOR SCIENCE AS MANDATED UNDER PUBLIC LAW 106-74, SECTION 423.THE FUNDACION MEXICO ESTADOS UNIDOS PARA LA CIENCIA, A.C. ("FUMEC") IS A MEXICAN ASSOCIACION CIVIL, OR AN EQUIVALENT OF A NON-PROFIT IN THE UNITED STATES, CREATED UNDER THE MEXICAN LAWS THROUGH A LEGAL CORPORATE DEED NUMBER 25510 IN 1993. FUMEC'S PURPOSE IS TO SERVE AS THE MEXICAN COUNTERPART OF THE FOUNDATION TO HELP STRENGTHEN SCIENTIFIC AND TECHNOLOGICAL EXCHANGE BETWEEN MEXICO AND THE UNITED STATES THROUGH PROMOTION OF JOINT RESEARCH AND DEVELOPMENT PROJECTS. 12 12 1 0 0 0 2192113 3037143 0 0 1158287 752428 0 0 3350400 3789571 0 0 0 0 2291638 2344188 0 0 0 1232272 1348719 3523910 3692907 -173510 96664 15491623 15595183 1186146 657955 14305477 14937228 X THE GEORGE E BROWN UNITED STATES/MEXICO FOUNDATION FOR SCIENCE, INC IS AN ORGANIZATION THAT STRIVES TO STRENGTHEN SCIENTIFIC AND TECHNOLOGICAL EXCHANGE BETWEEN MEXICO AND THE UNITED STATES THROUGH THE PROMOTION OF JOINT RESEARCH AND DEVELOPMENT PROJECTS. 0 0 506567 ECONOMIC DEVELOPMENT BASED ON INNOVATION. THIS PROGRAM INCLUDED THE FOLLOWING PROJECTS FOR 2023:1. CREATION OF CEPRODI-4.0 ESTADO DE MEXICO TO BOOST THE COMPETITIVENESS OF ITS COMPANIES IN THE AUTOMOTIVE, PLASTICS AND LOGISTICS SECTORS THAT RESPONDS TO THE DEMANDS OF MEXICAN COMPANIES INTHESE SECTORS, AS WELL AS METALWORKING AND OTHER MANUFACTURING INDUSTRIES Y THROUGH THE ADOPTION OF TECHNOLOGIES OF INDUSTRY 4.0, USING THE CAPACITIES OF THE INNOVATION ECOSYSTEM THAT EXISTS IN THE STATE.2. ACADEMY FOR WOMEN ENTREPRENEURS (AWE).3. MANUFACTURING RESHORING INITIATIVE FOR THE SOUTH TEXAS BORDER REGION.4. NATIONAL ACCELERATION PROGRAM FOR MEXICAN COMPANIES.5. EVALUATION, CONSULTANCY AND TRAINING FOR THE IFS GLOBAL MARKETS - FOOD SUPPLIER DEVELOPMENT PROGRAM, WHICH IS BASED ON THE FOOD SAFETY GUIDELINES OF GFSI.6. IMPLEMENTING STRATEGIES TO PROMOTE REGIONAL DEVELOPMENT IN THE SOUTH OF ESTADO DE MEXICO.7. IMPLEMENTING STRATEGIES TO PROMOTE CIRCULAR ECONOMY IN MEXICAN COMPANIES.8. MARKET STUDY CLEANTECH CANADA MEXICO.9. PROGRAM FOR THE STANDARDIZATION OF PRODUCTION PROCESSES: TEXTILE HANDICRAFTS AND SERVICES.10. INCLUSIVE ENERGY INNOVATION PRIZE SOLAR UTILIZATION AND COMMERCIALIZATION FOR ENERGY EFFICIENCY DEVICES (SUCCEED).11. DESIGN OF THE DEVELOPMENT PLAN FOR THE INNOVATION AND ENTREPRENEURSHIP ECOSYSTEM OF THE SAN MARTIN-PERU REGION.12. OPEN INNOVATION ECOSYSTEM FOR CALDAS LOCAL GOVERNMENT (COLOMBIA).13. DEVELOPMENT OF A BINATIONAL VALUE NETWORK ANALYSIS FOR THE ICLUSTER PROJECT ALONG THE CALIFORNIA-BAJA CALIFORNIA BORDER.14. MAPPING THE SEMICONDUCTOR SUPPLY CHAIN TO DETECT OPPORTUNITIES ANDENABLERS FOR MEXICAN COMPANIES. 241680 SCIENCE TEACHING STRATEGIES: TRAIN AND CERTIFY PROFESSORS AND STUDENTS USING AUTODESK SOFTWARE INHOPELCHEN.ADDITIVE MANUFACTURING TRAINING. 1879848 CDC-MEXICO COOPERATIVE AGREEMENT FOR SURVEILLANCE, EPIDEMIOLOGY, AND LABORATORY CAPACITY AND INFLUENZA SURVEILLANCE NETWORKS AND RESPONSE TO SEASONAL AND PANDEMIC INFLUENZA: MONITORING AND MAINTENANCE,MEXICO. DEVELOPMENT OF INFORMATION DASHBOARD AND MOBILE APPLICATION FOR TYPE2 DIABETES PRIMARY CARE BASED ON AN INFORMATION SYSTEM CALLED SANENT FOR THE PUBLIC HEALTH SECTOR OF MEXICO.COVID-19 RESPONSE MECHANISM GRANT FOR BELIZE - RG-P1471 REGIONAL MALARIA ELIMINATION INITIATIVE (RMEI) FOR CENTRAL AMERICA AND DOMINICAN REPUBLIC. 2628095 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 1 0 1 MX 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X SINAI ASCENCIO 5552000563 SAN FRANCISCO 1626 ST 303 COL DEL MEXICO CITY MX 03100 URSULA DAVILA GARCIA TREASURER 1.00 1.50 X X 0 0 0 KEITH PATRIDGE BOARD MEMBER 1.00 1.00 X 0 0 0 PAUL GANSTER BOARD MEMBER 1.00 1.00 X 0 0 0 ANDREW CAREY BOARD MEMBER 1.00 1.00 X 0 0 0 ESTRELLA ESCOBAR BOARD MEMBER 1.00 1.00 X 0 0 0 PEDRO ROMERO TORRES BOARD CHAIR 1.00 4.00 X X 0 0 0 LARS CHRISTIANSON VIESCA BOARD MEMBER 1.00 1.00 X 0 0 0 IRASEMA CORONADO BOARD VICE CHAIR 1.00 4.00 X X 0 0 0 SUSAN HACKWOOD BOARD MEMBER 1.00 1.00 X 0 0 0 CARLOS MADRID VARELA BOARD MEMBER 1.00 1.00 X 0 0 0 ERNESTO MARCOS GIACOMAN BOARD MEMBER 1.00 1.00 X 0 0 0 ALFREDO SANCHEZ ALCANTARA BOARD MEMBER 1.00 1.00 X 0 0 0 EUGENIO MARIN AGUILAR EXECUTIVE DIRECTOR 1.00 40.00 X 0 134138 12140 0 134138 12140 0 0 0 0 SIN FRONTERAS IAP CARLOS DOLCI 96 ALFONSO XIII CIUDAD DE MEXICO CIUDAD DE MEXICO MX 01460 EXPANDING COVID-19 VACCINATION IN MOBILE 252912 1 2505935 531208 3037143 752428 752428 3789571 752428 0 0 X 65363 65363 2266934 1834491 432443 11891 1569 10322 5456 1108 4348 374576 1456 373120 17806 10851 6955 53925 46383 7542 27253 17629 9624 76979 41993 34986 72670 71732 938 28912 28912 40157 433 39724 VALUE ADDED TAX 270094 241409 28685 PROFESSIONAL FEES 196585 103339 93246 OTHER 93111 89769 3342 DONATIONS 47800 46743 1057 43395 53827 -10432 3692907 2628095 1064812 0 1532897 950615 23323 259648 7264 7313 2593 1859 668590 603702 93537 64888 13791655 14225077 40354 85783 15491623 15595183 164429 183749 979219 450501 42498 23705 1186146 657955 X 156682 246195 14148795 14691033 14305477 14937228 15491623 15595183 96664 535087 0 X X 0 1 X 1 1 1 X 4717296 2853372 3979882 2192113 3037143 16779806 4717296 2853372 3979882 2192113 3037143 16779806 16779806 628314 1083348 849094 1158287 752428 4471471 21251277 0.78960 0.80820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16847368 623589 623589 16847368 16847368 609538 609538 16847368 16847368 575772 575772 16847368 16847368 515561 515561 16847368 16847368 490893 490893 16847368 1 1 1 94176 58533 35643 557111 545169 11942 17303 17303 64888 EXCHANGE TRADED AND CLOSED ENDED FUNDS 24849 F CORPORATE FIXED INCOME 4221987 F U.S. GOVERNMENT SECURITIES 9857044 F MUTUAL FUNDS 121197 F 14225077 LEASE LIABILITES 23705 23705 X 4324658 535087 535087 3789571 0 3789571 3692907 0 3692907 0 3692907 PART V, LINE 4: INTENDED USE OF ORGANIZATION ENDOWMENT FUNDS: THE PERMANENTLY RESTRICTED NET ASSETS REPRESENT SEGREGATED ENDOWMENTS, THE CORPUS OF WHICH MUST BE HELD IN PERPETUITY. THE INCOME GENERATED FROM THE ENDOWMENT IS TEMPORARILY RESTRICTED UNTIL SUCH TIME THAT MANAGEMENT DRAWS INTEREST FOR GENERAL AND ADMINISTRATIVE EXPENSES. PART X, LINE 2: THE ORGANIZATION CLASSIFIES LEASES AS OPERATING LEASES IF THEY ARE NOT SHORT TERM OR FINANCE TYPE LEASES. THE ORGANIZATION LEASES ITS MEXICO CITY OFFICE SPACE, WHICH SERVES AS ITS HEADQUARTERS, UNDER A NON-CANCELABLE OPERATING LEASE. NORTH AMERICA - MEXICO 1 95 HEALTH GRANTS WITH THE US HEALTH DEPARTMENT AND PROGRAMS DEVELOPMENT IN AGREEMENT WITH FEDERAL AND S 2628095 CENTRAL AMERICA - BELIZE AND COLOMBIA 8 PROGRAMS DEVELOPMENT WITH THE INERAMERICAN DEVELOPMENT BANK, AND THE GOVERNMENT OF COLOMBIA. 213645 SOUTH AMERICA - PERU 10 PROJECT DEVELOPED WITH THE GOVERNMENT OF SAN MARTIN, PERU 28176 1 113 0 0 1 113 2869916 0 2869916 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION, AS A PUBLIC NON PROFIT ORGANIZATION, MONITORS THE USE OF ITS GRANTS AND OTHER ASSISTANCE OUTSIDE THE UNITED STATES. THUS, THE ORGANIZATION HAS CONTINUALLY AND CONSISTENTLY APPLIED PROCEDURES THAT MIMIC THE TYPE OF PROCESS, DILIGENCE AND CARE A PRIVATE FOUNDATION WOULD NEED TO DO TO AVOID A TAXABLE EXPENDITURE UNDER THE EXPENDITURE RESPONSIBILITY RULES OF THE INTERNAL REVENUE CODE ("IRC"). SEE IRC SEC 4945. ALTHOUGH NOT LEGALLY REQUIRED, THE ORGANIZATION GENERALLY FOLLOWS THE TAXABLE EXPENDITURE PROCESSES OF IRC SEC 4945 SUCH AS: 1. EACH GRANT IS SUBJECT TO A WRITTEN COMMITMENT SIGNED BY AN APPROPRIATE OFFICER OF THE GRANTEE ORGANIZATIONS AND IT INCLUDES THE REQUIREMENTS: A. TO REPAY ANY AMOUNT NOT USED FOR THE PURPOSES OF THE GRANT; B. TO SUBMIT FULL AND COMPLETE ANNUAL REPORTS TO THE GRANTOR FOUNDATION ON THE MANNER ON WHICH THE FUNDS ARE SPENT AND THE PROGRESS MADE IN ACCOMPLISHING THE PURPOSES OF THE GRANT; C. TO KEEP RECORDS OF RECEIPTS AND EXPENDITURES AND TO MAKE ITS BOOKS AND RECORDS AVAILABLE TO THE GRANTOR AT REASONABLE TIMES; AND D. NOT TO USE ANY OF THE FUNDS TO INFLUENCE LEGISLATURE, TO INFLUENCE THE OUTCOMES OF ELECTIONS, TO CARRY ON VOTER REGISTRATION DRIVES, TO MAKE GRANTS TO INDIVIDUALS OR OTHER ORGANIZATIONS OR TO UNDERTAKE ANY NONEXEMPT ACTIVITY, WHEN SUCH USE OF THE FUNDS WOULD BE A TAXABLE EXPENDITURE IF MADE DIRECTLY BY THE ORGANIZATION. 2. THE ORGANIZATION HAS AVAILABLE AT ITS MAIN OFFICE: A. A COPY OF EACH GRANT AGREEMENT; B. A COPY OF EACH REPORT REGARDING ANY GRANT AGREEMENT; AND C. A COPY OF EACH REPORT MADE BY THE ORGANIZATIONS INDEPENDENT AUDITORS OF AUDITS OF INVESTIGATIONS REGARDING ANY GRANT AGREEMENT. 3. THE ORGANIZATION REQUIRES REPORTS ON THE USE OF THE FUNDS, COMPLIANCE WITH THE TERMS OF ANY GRANTS AND THE PROGRESS MADE BY ANY GRANTEE TOWARD ACHIEVING THE PURPOSES FOR WHICH THE GRANT WAS MADE. 4. THE GRANTEE MUST MAKE AN ANNUAL ACCOUNTING OF THE FUNDS AT THE END OF ITS ACCOUNTING PERIOD AND MUST MAKE A FUND REPORT ON ALL EXPENDITURES MADE FROM THE FUNDS IN ADDITION TO THE PROGRESS MADE TOWARD THE GOALS OF THE GRANT. FORM 990, PART VI, SECTION B, LINE 11B AFTER A DRAFT OF THE COMBINED FINANCIAL STATEMENTS AND INDEPENDENT AUDITORS' REPORT IS REVIEWED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT ("CPA") WITH YEARS OF RELEVANT EXPERIENCE, A DRAFT OF THE FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (THE "FORM 990"), IS DILIGENTLY REVIEWED AND CAREFULLY PREPARED WITH MULTIPLE INFORMATION REVIEW SESSIONS WITH THE ORGANIZATIONS DIRECTORS, OFFICERS AND STAFF, INCLUDING OUTSIDE MEXICAN CPAS AND MEXICAN COUNSEL. THE FORM 990 IS THEN REVIEWED BY INDEPENDENT LEGAL COUNSEL WITH SIGNIFICANT EXPERIENCE IN TAX-EXEMPT AND NONPROFIT LEGAL COMPLIANCE. THE EXECUTIVE DIRECTOR OF THE ORGANIZATION THEN CONFIRMS THE CONTENT OF THE FORM 990 TO PRESENT TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEWED THE DRAFT FORM 990, ASKED DILIGENT QUESTIONS ABOUT THE FORM 990 AND APPROVED THE FORM 990 WHILE DOCUMENTING SUCH VOTE IN THE MINUTES OF A BOARD OF DIRECTORS MEETING. THE FORM 990 IS THEN FINALIZED AND FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS OF THE ORGANIZATION HAS REGULARLY AND CONSISTENTLY APPLIED AN ORAL CONFLICT OF INTEREST POLICY WHERE OFFICERS, DIRECTORS AND KEY EMPLOYEES WERE REQUIRED TO DISCLOSE ANNUALLY ANY INTEREST THAT COULD GIVE RISE TO A CONFLICT. THE BOARD OF DIRECTORS RECENTLY ADOPTED AT A BOARD MEETING A WRITTEN POLICY THAT RATIFIED THIS ORAL AND PRACTICAL TRADITION. THE POLICY WILL CONTINUE TO REGULARLY AND CONSISTENTLY BE APPLIED. THE POLICY WAS DISCUSSED, WILL BE DISCUSSED AND EXECUTED ANNUALLY CERTIFYING THAT EACH DIRECTOR, OFFICER AND KEY EMPLOYEE HAVE READ THE CONFLICT OF INTEREST POLICY AND SHALL PRESENT ANY CONFLICT OF INTEREST TO THE BOARD OF DIRECTORS OF THE ORGANIZATION IN A PRUDENT AND CAREFUL MANNER AS DETAILED IN SUCH CONFLICT OF INTEREST POLICY. IN ADDITION, THE BOARD OF DIRECTORS OF THE ORGANIZATION REVIEWS A DILIGENT LIST OF QUESTIONS IN A SEPARATE CHECKLIST WITH DETAILED DEFINITIONS THAT REQUESTS INFORMATION ABOUT INDEPENDENCE, RELATED ENTITIES, POTENTIAL TRANSACTIONS WITH RELATED PARTIES, AND EDUCATIONAL MATERIALS FOR THE BOARD OF DIRECTORS TO MAINTAIN A HIGH LEVEL OF GOOD CORPORATE GOVERNANCE AND TAX-EXEMPT COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THERE IS ONLY ONE INDIVIDUAL IN THE ORGANIZATION WHO IS AN EXECUTIVE DIRECTOR, TOP MANAGEMENT AND KEY EMPLOYEE. THIS PERSON'S COMPENSATION WAS DETERMINED BY REVIEWING COMPARABLE ORGANIZATIONS OF COMPARABLE SIZE, SIMILAR GEOGRAPHIC REGION AND SIMILAR COMPENSATION FOR SUCH POSITIONS. THE EXECUTIVE DIRECTOR USED OUTSIDE CONSULTANTS, MEXICAN CPAS AND ATTORNEYS, TO HELP DETERMINE A REASONABLE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE BOARD APPROVED THE COMPENSATION AFTER SUCH INFORMATION WAS PREPARED. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 CAN BE FOUND ON OTHER ORGANIZATION'S WEBSITES LIKE GUIDESTAR.ORG. THE FORM 990 AND OTHER PUBLIC DISCLOSURE DOCUMENTS CAN BE REVIEWED OR OBTAINED UPON REQUEST TO THE ORGANIZATION. FINALLY, THE CERTIFIED PUBLIC ACCOUNTANT KEEPS A COPY OF THE FORM 990 AND THE FORM 1023 TO HELP FACILITATE REASONABLE PUBLIC INSPECTION OR EXPLANATIONS OF SUCH DOCUMENTS UPON ANY REASONABLE REQUEST AND THE ORGANIZATION'S COUNSEL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAY GIVE PERMISSION, THROUGH ITS CPA OR ATTORNEY, TO ASSIST ANYONE WHO HAS A REQUEST, WITH OBTAINING ANY INFORMATION INCLUDING THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AND, SUBJECT TO PRIVACY LAW, THE ORGANIZATION'S RELEVANT PUBLIC DISCLOSURE REQUIRED DOCUMENTS. FORM 990, PART IX, LINE 11G BANK FEES: PROGRAM SERVICE EXPENSES 1,456. MANAGEMENT AND GENERAL EXPENSES 373,120. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 374,576. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. FUNDACION MEXICO ESTADOS UNIDOS PARA LA CIENCIA AC (FUMEC) PROGRAM SERVICES MX THE GEORGE E BROWN UNITED STATESMEXICO 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0