2022-08-18T17:27:38-05:00 2020-12-31 461903676 WATTS CPA PC 911 WYOMING AVENUE EL PASO TX 79902 990 2020-01-01 980143306 THE GEORGE E BROWN UNITED STATESMEXICO FOUNDATION FOR SCIENCE INC UNIT 2023342522 4410 MASSACHUSETTS AVE NW NO 129 WASHINGTON DC 20016 EUGENIO MARIN AGUILAR CEO 2023342522 2022-08-18 1 EUGENIO MARIN AGUILAR 999009999 BRADLEY WATTS P01684394 9157990994 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z THE GEORGE E BROWN UNITED STATESMEXICO FOUNDATION FOR SCIENCE INC EUGENIO MARIN AGUILAR 4410 MASSACHUSETTS AVE NW WASHINGTON DC 20016 3936720 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 4717296 2853372 0 0 628314 1083348 0 0 5345610 3936720 0 0 0 0 3202700 1927324 0 0 0 2420609 1987171 5623309 3914495 -277699 22225 21025611 20340414 2390886 1462361 18634725 18878053 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 1585578 1267477 ECONOMIC DEVELOPMENT BASED ON INNOVATION. THIS PROGRAM INCLUDED THE FOLLOWING PROJECTS FOR 2020: -ACCESS MICROSCHOLARSHIP ENGLISH PROGRAM-AWE MEXICO (ACADEMY FOR WOMEN ENTREPRENEURS)-INTERNATIONAL ACCELERATION PROCESS TO 20 COMPANIES IN COSTA RICA.-SECOND STAGE DEVELOPMENT OF AN INNOVATION FUND IN COSTA RICA.-ROTOPLAS CALL FOR PROPOSAL "REZAGO HIDRICO"-ROTOPLAS TECHNOLOGY ROADMAPS (FILTRATION & STORAGE).-ACCELERATION FOR INDIVIDUAL MEXICAN COMPANIES.-DEVELOPMENT OF A STRATEGIC PLAN TO PROMOTE THE EL MANTE REGION.-DEVELOPMENT AND STRENGTHENING BUSINESS PROGRAM OF THE NATIONAL ENTREPRENEUR FUND.-CREATION OF THE PRODUCTIVITY AND INNOVATION CENTER FOR INDUSTRY 4.0 (CEPRODI-4.0) ESTADO DE MXICO TO BOOST THE ENTREPRENEUR COMPETITIVENESS IN THE AUTOMOTIVE, PLASTICS AND LOGISTICS SECTORS.-OPEN INNOVATION FOR HIDALGO ECOSYTEM.-EVALUATION, CONSULTANCY AND TRAINING FOR THE IFS GLOBAL MARKETS - FOOD SUPPLIER DEVELOPMENT PROGRAM, WHICH IS BASED ON THE FOOD SAFETY GUIDELINES OF GFSI.-CATTLE DEVELOPMENT SUPPORT IN LUVIANOS REGION.-4 FEASIBILITY STUDIES IN THE STATE OF VERACRUZ: PROMOTION OF THE COCONUT AGRO-INDUSTRY AND ITS CONTRIBUTION TO THE REGIONAL DEVELOPMENT OF COATZACOALCOS; USE OF FISH AND FISHERIES WASTE AND THE INSTALLATION OF AN ICE FACTORY IN ALVARADO; IMPROVEMENT OF PROCESSES IN THE PRODUCTIVE CHAIN OF THE CERTIFIED MEAT PRODUCTS INDUSTRY; IDENTIFICATION OF ECONOMIC DEVELOPMENT OPPORTUNITIES IN THE MUNICIPALITY OF XALAPA. 3503 0 SCIENCE TEACHING STRATEGIES: STRENGTHENING THE CAPACITIES OF TEACHERS IN BASIC EDUCATION, BOTH IN SERVICE AND STILL IN TRAINING, THROUGH THE DEVELOPMENT OF ONLINE COURSES, WORKSHOPS AND EDUCATIONAL MATERIALS,AIMED AT FOSTERING SCIENCE TEACHING THROUGH INQUISITIVE AND ON-HAND APPROACHES 1285080 1585895 -CDC-MEXICO COOPERATIVE AGREEMENT FOR SURVEILLANCE, EPIDEMIOLOGY, AND LABORATORY CAPACITY: COVID (CDC-MEXICO COOPERATIVE AGREEMENT TO STRENGTHEN EPIDEMIOLOGICAL SURVEILLANCE, LABORATORY, AND RISK COMMUNICATION CAPACITIES TO RESPOND TO COVID-19), MAPPING OF U.S-MEXICO AGRICULTURAL WORKERS MIGRATION PATTERNS TO INFORM COVID-19 PUBLIC HEALTH RESPONSE, TUBERCULOSIS. (CONTINUATION OF MDR TB DETECTION PROJECT IN TWO HIGH INCIDENCE BORDER STATES (MEXICO US) AND PILOT STATE USING GENEXPERT MTB/RIF) AND TB INER (BINATIONAL TUBERCULOSIS TB ECHO PROJECT-CONTINUED CLINICAL EDUCATION PROJECT)-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-SUSTAINING INFLUENZA SURVEILLANCE NETWORKS AND RESPONSE TO SEASONAL AND PANDEMIC INFLUENZA: CONTINUE AND MAINTAINMENT. INFLUENZA-COVID. 2874161 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 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 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 HEIDI ORDONEZ 5552000563 SAN FRANCISCO 1626 ST 205 COL DEL MEXICO CITY MX 03100 SILVIA HERNANDEZ VICE CHAIR 10.00 X X 0 0 0 KEITH PATRIDGE BOARD MEMBER 4.00 X 0 0 0 NESTOR MONTOYA TREASURER 1.50 X X 0 0 0 WILLIAM C HARRIS BOARD CHAIR 4.00 X X 0 0 0 JUAN SILANES BOARD MEMBER 2.00 X 0 0 0 FRANCISCO BARNES BOARD MEMBER 2.00 X 0 0 0 LARS CHRISTIANSON BOARD MEMBER 1.00 1.00 X 0 0 0 MARY WALSHOK BOARD MEMBER 1.00 1.00 X 0 0 0 SUSAN HACKWOOD BOARD MEMBER 1.00 1.00 X 0 0 0 CRISTINA LOYO BOARD MEMBER 4.00 X 0 0 0 CIPRIANO SANTOS BOARD MEMBER 3.00 X 0 0 0 PEDRO ROMERO BOARD MEMBER 1.00 X 0 0 0 EUGENIO MARIN AGUILAR EXECUTIVE DIRECTOR 1.00 40.00 X 78263 0 21121 78263 0 21121 0 0 0 0 0 220925 2632447 2853372 1083348 1083348 3936720 1083348 0 0 X 166311 88048 78263 1741829 1518105 223724 19184 2250 16934 5045 5045 395317 395317 138604 133245 5359 105788 99998 5790 73681 4556 69125 50630 29226 21404 2607 1964 643 6786 6786 63323 45797 17526 PROFESSIONAL FEES 805394 602003 203391 VALUE ADDED TAX 344084 318298 25786 DUES AND SUBSCRIPTIONS 18628 10103 8525 OTHER 17855 12320 5535 -40571 8248 -48819 3914495 2874161 1040334 0 1917014 4124234 338006 31735 107281 101110 35750 13393 676358 615108 68036 61250 18461916 15916088 97608 92604 21025611 20340414 387425 126602 2003461 1335759 2390886 1462361 X 49010 150793 18585715 18727260 18634725 18878053 21025611 20340414 22225 221103 0 X 0 1 X 1 1 1 X 6762723 6994450 5529508 4717296 2853372 26857349 6762723 6994450 5529508 4717296 2853372 26857349 26857349 560665 711157 855439 628314 1083348 3838923 30696272 0.87490 0.89760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16847368 515561 515561 16847368 16847368 490893 490893 16847368 16847368 575442 575442 16847368 16847368 560598 560598 16847368 16847368 560665 560665 16847368 1.00000 1 1 1 94176 50281 43895 556859 539504 17355 25323 25323 0 61250 EXCHANGE TRADED AND CLOSED ENDED FUNDS 111230 F CORPORATE FIXED INCOME 2808153 F U.S. GOVERNMENT SECURITIES 12515321 F MUTUAL FUNDS 481384 F 15916088 X 4157823 221103 221103 3936720 0 3936720 3914495 0 3914495 0 3914495 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: WHEN A MEXICAN EMPLOYEE IS TERMINATED, THE MEXICAN LABOR LAW REQUIRE THE MEXICAN ENTITY TO PAY SEVERANCE TO ITS EMPLOYEES. THE AMOUNT OF SEVERANCE DUE TO MEXICAN EMPLOYEES CANNOT BE REASONABLY DETERMINED. THEREFORE, NO LIABILITY HAS BEEN RECORDED. MANAGEMENT HAS NOT INDICATED PLANS TO TERMINATE ANY PROJECTS OR ITS OPERATIONS AND DOES NOT EXPECT TERMINATE ITS EMPLOYEES, IN THE NEAR FUTURE. NORTH AMERICA - MEXICO 1 375 HEALTH GRANTS WITH THE US HEALTH DEPARTMENT AND PROGRAMS DEVELOPMENT IN AGREEMENT WITH FEDERAL AND S 2603841 CENTRAL AMERICA - COSTA RICA 0 17 PROGRAM DEVELOPMENT WITH GOVERNMENT OF COSTA RICA 270320 1 392 0 0 1 392 2874161 0 2874161 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION, AS A PUBLIC CHARITY, 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 IX, LINE 11G BANK FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 395,317. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 395,317. 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