2023-05-10T14:43:13-05:00 2022-12-31 910189318 MOSS ADAMS LLP 14555 DALLAS PARKWAY STE 300 DALLAS TX 75254 990 2022-01-01 201331127 L&B DEPP-UCEPP 5500 PRESTON ROAD INC L&BD 2149890800 5910 NORTH CENTRAL EXPY 1200 DALLAS TX 75206 JENNIFER HANSON TREASURER & SECRETARY 2149890800 2023-05-09 1 JENNIFER HANSON 999009999 1 STEVEN TALBOT P01695427 9724582296 2023-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTINE MULLIS 5910 NORTH CENTRAL EXPY 1200 DALLAS TX 75206 4108020 0 X N/A X 2004 DE THE COMPANY IS ORGANIZED FOR THE PURPOSE OF ACQUIRING AND REMITTING THE ENTIRE AMOUNT OF INCOME TO THE TAX-EXEMPT ORGANIZATIONS THAT ARE SHAREHOLDERS IN THE CORPORATION. 3 3 0 0 0 0 0 0 0 0 23 35262 2496613 519535 2496636 554797 0 0 0 0 0 0 0 0 0 0 0 0 0 2496636 554797 65877207 72732882 21991606 38578882 43885601 34154000 X THE COMPANY IS ORGANIZED FOR THE EXCLUSIVE PURPOSE OF ACQUIRING REAL PROPERTY AND REMITTING THE ENTIRE AMOUNT OF INCOME (LESS EXPENSES) FROM SUCH PROPERTY TO THE TAX-EXEMPT ORGANIZATIONS THAT ARE SHAREHOLDERS IN THE CORPORATION. A DETAILED LIST OF SHAREHOLDERS IS AVAILABLE UPON WRITTEN REQUEST BY CONTACTING: JENNIFER HANSON, C/O L&B REALTY ADVISORS LLP, 5910 NORTH CENTRAL EXPRESSWAY, SUITE 1200, DALLAS, TX, 75206. 0 0 ACQUIRING REAL PROPERTY AND REMITTING THE ENTIRE AMOUNT OF THE INCOME (LESS EXPENSES) FROM SUCH PROPERTY TO THE TAX-EXEMPT ORGANIZATIONS THAT ARE SHAREHOLDERS IN THE CORPORATION. 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 16 0 1 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 1 1 1 1 1 0 0 1 0 0 0 0 0 0 X L&B REALTY ADVISORS LLP 2149890800 5910 NORTH CENTRAL EXPY STE 1200 DALLAS TX 75206 X CHRISTINE M MULLIS CHAIRMAN OF THE BOARD/CEO 1.00 4.00 X X 0 0 0 JENNIFER A HANSON SECRETARY/TREASURER 1.00 4.00 X X 0 0 0 CORINNE HOFFMAN VICE PRESIDENT 1.00 1.00 X X 0 0 0 THOMAS M BURDI VICE PRESIDENT (THROUGH 6/10/2022) 1.00 1.00 X 0 0 0 MERRILL CURTIS VICE PRESIDENT 1.00 X 0 0 0 0 0 0 0 0 0 0 CBRE PO BOX 406588 ATLANTA GA 303846588 LEASING COMMISSION 1584924 YOUNGER PARTNERS DALLAS LLC 14643 DALLAS PARKWAY SUITE 950 DALLAS TX 75254 LEASING COMMISSION 792462 M ARTHUR GENSLER JR AND ASSOCIATES PO BOX 848279 DALLAS TX 752848279 ARCHITECTURAL & ENGINEERING 170990 CIRRO ENERGY PO BOX 66004 DALLAS TX 752660004 ELECTRICITY 170472 INSTITUTIONAL PROPERTY MANAGERS LLC 5910 N CENTRAL EXPRESSWAY STE 120 DALLAS TX 75206 PROPERTY MANAGEMENT FEE 129096 6 35262 35262 4072758 3553223 519535 519535 519535 554797 519535 0 35262 0 0 0 0 533860 300257 415000 343000 9880 8712 18467 20221 67100000 0 64900000 67100000 0 4960692 65877207 72732882 496869 1180917 434114 245251 21000000 37000000 60623 152714 21991606 38578882 X 0 0 24674608 27616608 19210993 6537392 43885601 34154000 65877207 72732882 X 554797 -1231765 -9054633 X 0 1 X 1 0 4256883 4256883 22326778 22326778 42350 42350 40473989 40473989 67100000 ESCROW RECEIVABLE 4960692 4960692 DUE TO OTHERS 98588 SECURITY DEPOSIT 54126 152714 X PART X, LINE 2: THE PLAN HAS BEEN CLASSIFIED AS A QUALIFIED TRUST UNDER SECTION 401(A) OF THE INTERNAL REVENUE CODE OF 1986 (THE "CODE"), AND THE INVESTMENT MANAGER BELIEVES IT CONTINUES TO COMPLY WITH THE REQUIREMENTS OF SECTION 501(A) OF THE CODE. ACCORDINGLY, THE PLAN IS EXEMPT FROM INCOME TAXES, AND NO INCOME TAX PROVISION IS PROVIDED. IF AN UNCERTAIN INCOME TAX POSITION WERE TO BE IDENTIFIED, THE PLAN WOULD ACCOUNT FOR SUCH IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION TOPIC 740, INCOME TAXES. ACCOUNTING STANDARDS CODIFICATION TOPIC 740, INCOME TAXES ("ASC 740"), PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, PRESENTED AND DISCLOSED IN THE FINANCIAL STATEMENTS. ASC 740 REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN IN THE COURSE OF PREPARING THE PLAN'S TAX RETURNS TO DETERMINE WHETHER TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX BENEFITS OF POSITIONS NOT DEEMED TO MEET THE "MORE-LIKELY-THAN-NOT" THRESHOLD WOULD BE RECORDED AS A TAX EXPENSE IN THE CURRENT YEAR. FORM 990, PART VI, SECTION A, LINE 6 DOW EMPLOYEES' PENSION PLAN (DOW) AND UNION CARBIDE EMPLOYEES' PENSION PLAN (UNION) ARE STOCKHOLDERS OF L&B DEPP-UCEPP 5500 PRESTON ROAD, INC. DOW OWNS 60% AND UNION OWNS 40%. THESE SHARES ARE COMMON STOCK WITH VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A THERE ARE THREE BOARD MEMBERS WITH VOTING RIGHTS. THE ORGANIZATION'S TWO STOCKHOLDERS ALSO HAVE VOTING RIGHTS AS PART OF THE GOVERNING BOARD, INCLUDING THE APPOINTMENT OF DIRECTORS. THE MEMBERS OF THE GOVERNING BOARD ELECT OFFICERS AND APPROVE PREVIOUSLY ELECTED OFFICERS ANNUALLY. FORM 990, PART VI, SECTION A, LINE 7B THE DIRECTORS MUST APPROVE ALL MAJOR DECISIONS MADE BY THE OFFICERS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE OFFICERS AND MEMBERS OF THE GOVERNING BOARD ALONG WITH A FORMALIZED CHECKLIST TO AID IN THE REVIEW PROCESS. THIS REVIEW IS COMPLETED PRIOR TO FILING OF THIS FORM. FORM 990, PART VI, SECTION B, LINE 12 L&B REALTY ADVISORS, LLP, IS ENGAGED AS A MANAGEMENT COMPANY FOR THIS PROJECT AND HAS WRITTEN POLICIES IN PLACE FOR THE FOLLOWING: CONFLICT OF INTEREST, COMPLIANCE, WHISTLEBLOWER, DOCUMENT RETENTION AND DESTRUCTION, AND COMPENSATION. THE OFFICERS OF L&B DEPP-UCEPP 5500 PRESTON ROAD, INC., ARE EMPLOYEES OF L&B REALTY ADVISORS, LLP, AND, THEREFORE, FOLLOW THESE POLICIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST TO: JENNIFER HANSON L&B REALTY ADVISORS, LLP 5910 NORTH CENTRAL EXPRESSWAY, SUITE #1200 DALLAS, TX 75206 FORM 990, PART XI, LINE 9: DISTRIBUTIONS TO DEPP AND UCEPP ($12,118,363) -11,996,633. LESS ASSET MANAGEMENT FEES ($121,730) CONTRIBUTIONS FROM DEPP AND UCEPP 2,942,000. 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