2023-11-14T12:17:23-06:00 2022-12-31 461903676 WATTS CPA PC 911 WYOMING AVENUE EL PASO TX 79902 990 2022-01-01 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 2023-11-09 1 EUGENIO MARIN AGUILAR 999009999 0 BRADLEY WATTS P01684394 9157990994 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THE GEORGE E BROWN UNITED STATESMEXICO FOUNDATION FOR SCIENCE INC EUGENIO MARIN AGUILAR 4410 MASSACHUSETTS AVE NW WASHINGTON DC 20016 3350400 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 3979882 2192113 0 0 849094 1158287 0 0 4828976 3350400 0 0 0 0 2987895 2291638 0 0 0 1655987 1232272 4643882 3523910 185094 -173510 19095997 15491623 824150 1186146 18271847 14305477 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 980092 ECONOMIC DEVELOPMENT BASED ON INNOVATION. THIS PROGRAM INCLUDED THE FOLLOWING PROJECTS FOR 2022:1. TO DEVELOP THE ACADEMY FOR WOMEN ENTREPRENEURS (AWE) PROGRAM IN MEXICO 2021-2022, THE NATIONAL PITCH COMPETITION AND ENHANCEMENTS ACTIVITIES.2. CREATION OF CEPRODI-4.0 ESTADO DE MXICO TO BOOST THE COMPETITIVENESS OF ITS COMPANIES IN THE AUTOMOTIVE, PLASTICS AND LOGISTICS SECTORS THAT RESPONDS TO THE DEMANDS OF MEXICAN COMPANIES IN THESE SECTORS, AS WELL AS METALWORKING AND OTHER MANUFACTURING INDUSTRIES AND THROUGH THE ADOPTION OF TECHNOLOGIES OF INDUSTRY 4.0, USING THE CAPACITIES OF THE INNOVATION ECOSYSTEM THAT EXISTS IN THE STATE.3. ACCELERATION PROGRAM FOR PRODUCTIVE LINKAGES IN THE METALWORKING AND PLASTIC TRANSFORMATION SECTORS FOR 15 COSTA RICAN COMPANIES.4. PATENT SUPPORT PROGRAM5. DEVELOPMENT OF A FEASIBILITY STUDY FOR IDENTIFICATION OF OPPORTUNITIES IN THE VALUE CHAINS IN THE INDUSTRIAL PRODUCTIVE SECTORS IN VERACRUZ.6. MANUFACTURING RESHORING INITIATIVE FOR THE SOUTH TEXAS BORDER REGION.7. NATIONAL ACCELERATION PROGRAM FOR MEXICAN COMPANIES.8. EVALUATION, CONSULTANCY AND TRAINING FOR THE IFS GLOBAL MARKETS - FOOD SUPPLIER DEVELOPMENT PROGRAM, WHICH IS BASED ON THE FOOD SAFETY GUIDELINES OF GFSI.9. IMPLEMENTING STRATEGIES TO PROMOTE REGIONAL DEVELOPMENT IN THE SOUTH OF ESTADO DE MEXICO10. FOLLOW-UP OF ROAD MAPS AND PROJECT PORFOLIO FOR ROTOPLAS.11. STRENGTHENING AND ACCELERATION OF THE ENTREPRENEURIAL AND BUSINESS SECTOR IN THE STATE OF MEXICO, BASED ON NEW BUSINESS MODELS AND MANUFACTURING AND SERVICE PROCESSES THAT USE INDUSTRY 4.0 TOOLS.12. DIPLOMA IN EXTENSIONISM ON INDUSTRY 4.0 AND DEVELOPMENT OF INNOVATION ECOSYSTEMS13. ONLINE SALES AND DIGITAL MARKETING PROGRAM.14. MAPPING AND DIAGNOSIS OF THE ZACATECAS ECOSYSTEM WITH A FOCUS ON THE MEZCAL CHAIN IN THE STATE.15. IDENTIFICATION WORKSHOP, ADVICE AND SUPPORT IN PROTECTION STRATEGIES FOR DISTINCTIVE SIGNS: TRADEMARKS.16. INCLUSIVE ENERGY INNOVATION PRIZE SOLAR UTILIZATION AND COMMERCIALIZATION FOR ENERGY EFFICIENCY DEVICES (SUCCEED).17. DEVELOPMENT OF A DEVELOPMENT PLAN FOR THE INNOVATION AND ENTREPRENEURSHIP ECOSYSTEM OF THE SAN MARTIN-PERU REGION. 150430 SCIENCE TEACHING STRATEGIES: ENGLISH ACCESS MICROSCHOLARSHIP PROGRAM. TRAIN AND CERTIFY PROFESSORS AND STUDENTS USING AUTODESK SOFTWARE IN HOPELCHEN. 1698462 CDC-MEXICO COOPERATIVE AGREEMENT FOR SURVEILLANCE, EPIDEMIOLOGY, AND LABORATORY CAPACITY, IP16-1605,SUSTAINING INFLUENZA SURVEILLANCE NETWORKS AND RESPONSE TO SEASONAL AND PANDEMIC INFLUENZA: CONTINUE AND MAINTAINMENT, ENHANCING PUBLIC HEALTH EMERGENCY PREPAREDNESS AND RESPONSE CAPACITIES IN THE AMERICAS IN COLLABORATION WITH THE NATIONAL CENTER FOR PREVENTION PROGRAMS AND DISEASE CONTROL (CENAPRECE) IN MEXICO AND INFLUENZA SURVEILLANCE NETWORKS AND RESPONSE TO SEASONAL AND PANDEMIC INFLUENZA: MONITORING AND MAINTENANCE, MEXICO.DEVELOPMENT OF INFORMATION DASHBOARD AND MOBILE APPLICATION FOR TYPE 2 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 2828984 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 2 0 1 1 1 0 1 MX 0 0 0 0 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 BOARD MEMBER 1.00 1.00 X 0 0 0 KEITH PATRIDGE BOARD CHAIR 1.00 4.00 X X 0 0 0 NESTOR MONTOYA VICE TREASURER 1.00 1.00 X X 0 0 0 ANDY CAREY BOARD MEMBER 1.00 1.00 X 0 0 0 LUIS ECHEGOYEN BOARD MEMBER 1.00 1.00 X 0 0 0 PEDRO ROMERO VICE CHAIR 1.00 4.00 X X 0 0 0 LARS CHRISTIANSON TREASURER 1.00 1.50 X X 0 0 0 IRASEMA CORONADO BOARD MEMBER 1.00 1.00 X 0 0 0 SUSAN HACKWOOD BOARD MEMBER 1.00 1.00 X 0 0 0 CARLOS MADRID 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 95475 5172 0 95475 5172 0 0 0 0 SIN FRONTERAS IAP CARLOS DOLCI 96 ALFONSO XIII CIUDAD DE MEXICO CIUDAD DE MEXICO MX 01460 DEVELOPMENT OF THE PROJECTS "MOBILE POPU 224811 PRODUCTOS ROCHE SA DE CV MOLINAS BEZARES 2822 LOMAS DE BEZAR CIUDAD DE MEXICO CIUDAD DE MEXICO MX 11910 COMPUTER SOFTWARE 184070 INOCHEM SA DE CV PRIV LA GLORIA 5 SAN MIGUEL AJUSCO CIUDAD DE MEXICO CIUDAD DE MEXICO MX 14700 MEXICO NATIONAL HEALTH SURVEY 2022: SARS 141207 UNIVERSITY OF TEXAS RIO GRANDE VALLEY 1201 WEST UNIVERSITY DR EDINBURG TX 78539 MANUFACTURING RESHORING INITIATIVE 123624 AURONIX SAPI DE CV AVENIDA PASEO DE LA REFORMA 115 INT CIUDAD DE MEXICO CIUDAD DE MEXICO MX 11000 VIRTUAL SERVICE ASSSTANCE ABOUT COVID 19 103829 5 1822186 369927 2192113 1158287 1158287 3350400 1158287 0 0 81576 81576 2195903 1917615 278288 14159 1589 12570 609 609 174574 24 174550 22622 15183 7439 49860 41608 8252 23077 5106 17971 71197 42775 28422 8696 2112 6584 38300 38300 69865 44452 25413 PROFESSIONAL FEES 419009 366342 52667 VALUE ADDED TAX 307980 288843 19137 OTHER 29294 5884 23410 DUES AND SUBSCRIPTIONS 14438 10908 3530 2751 4358 -1607 3523910 2828984 694926 0 3163180 1532897 57716 23323 97477 7264 14814 2593 693433 599896 55544 93537 15625058 13791655 82208 40354 19095997 15491623 47791 164429 776359 979219 0 42498 824150 1186146 X 216972 156682 18054875 14148795 18271847 14305477 19095997 15491623 -173510 -3681915 -110945 0 X X 0 1 X 1 1 1 X 5529508 4717296 2853372 3979882 2192113 19272171 5529508 4717296 2853372 3979882 2192113 19272171 19272171 855439 628314 1083348 849094 1158287 4574482 23846653 0.80820 0.85360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16847368 609538 609538 16847368 16847368 575772 575772 16847368 16847368 515561 515561 16847368 16847368 490893 490893 16847368 16847368 575442 575442 16847368 1 1 1 94176 55552 38624 556859 544344 12515 42398 42398 93537 EXCHANGE TRADED AND CLOSED ENDED FUNDS 21307 F CORPORATE FIXED INCOME 4072500 F U.S. GOVERNMENT SECURITIES 9586462 F MUTUAL FUNDS 111386 F 13791655 LEASE LIABILITES 42498 42498 X -331515 -3681915 -3681915 3350400 0 3350400 3523910 0 3523910 0 3523910 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 1 333 HEALTH GRANTS WITH THE US HEALTH DEPARTMENT AND PROGRAMS DEVELOPMENT IN AGREEMENT WITH FEDERAL AND S 2722715 CENTRAL AMERICA - COSTA RICA 0 16 PROGRAM DEVELOPMENT WITH GOVERNMENT OF COSTA RICA 92847 SOUTH AMERICA - PERU 0 10 PROJECT DEVELOPED WITH THE GOVERNMENT OF SAN MARTIN, PERU 13422 1 359 0 0 1 359 2828984 0 2828984 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. PART III ACCOUNTING METHOD: 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 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