HARTE RESEARCH SUPPORT FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HARTE RESEARCH SUPPORT FOUNDATION (EIN 74-2976236)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-06-23
- IRS object ID
- 202221749349301517
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-23T16:48:49-05:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814756062 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLIE & COMPANY CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20742 STONE OAK PARKWAY SUITE 107 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782587478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742976236 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARTE RESEARCH SUPPORT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HART | BusinessNameControlTxt |
| Phone | 2108281505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20742 STONE OAK PARKWAY SUITE 107 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78258 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID L SINAK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2108281505 | PhoneNum |
| Signature | 2022-06-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | SINAK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE E COLLIE | PreparerPersonNm |
| PTIN | P00079891 | PTIN |
| Phone | 2108281505 | PhoneNum |
| Preparation | 2022-06-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM S HARTE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20742 STONE OAK PARKWAY SUITE 107 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,424,163 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | EDUCATIONAL SUPPORT FOR TEXAS A&M UNIVERSITY - CORPUS CHRISTI | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,556,308 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,279,964 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,556,308 | PYTotalRevenueAmt |
| CY Total Revenue | $9,279,964 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,862,928 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,610,334 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $465,327 | PYOtherExpensesAmt |
| CY Other Expenses | $548,031 | CYOtherExpensesAmt |
| PY Total Expenses | $2,328,255 | PYTotalExpensesAmt |
| CY Total Expenses | $3,158,365 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $228,053 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,121,599 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,246,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,368,589 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,246,990 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,368,589 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EDUCATIONAL SUPPORT FOR TEXAS A&M UNIVERSITY - CORPUS CHRISTI | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,610,334 | ExpenseAmt |
| Grant | $2,610,334 | GrantAmt |
| Desc | GRANTS PAID THAT HAVE BENEFIT TO TEXAS A & M UNIVERSITY - CORPUS CHRISTI FOR EDUCATIONAL PURPOSES | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPRECIATION EXPENSE ON OFFICE EQUIPMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,610,334 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COLLIE COMPANY PLLC CPAS | PersonNm |
| Phone | 2108281505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20742 STONE OAK PKWY 107 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| WILLIAM S HARTE | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| JONATHAN M HORNBLOWER | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| DAVID L SINAK | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| 1919 INVESTMENT COUNSEL | |||||
| 787 SEVENTH AVENUE 12TH FLOOR | NEW YORK | NY | 10019 | INVESTMENT MGMT | $196,588 |
| CAPITAL COUNSEL LLC | |||||
| 527 MADISON AVENUE 19TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT MGMT | $165,726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $640,657 | TotalRevenueColumnAmt |
| Exclusion | $640,657 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,783,169 | SecuritiesAmt |
| Other | $337 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,144,199 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,638,970 | SecuritiesAmt |
| Other | $337 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,639,307 | TotalRevenueColumnAmt |
| Exclusion | $8,639,307 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,279,964 | TotalRevenueColumnAmt |
| Exclusion | $9,279,964 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,610,334 | TotalAmt |
| Program Services | $2,610,334 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $545,731 | TotalAmt |
| Management And General | $545,731 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4 | TotalAmt |
| Management And General | $4 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| FOREIGN TAX | $1,869 | $1,869 |
| BANK FEES | $427 | $427 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,158,365 | TotalAmt |
| Program Services | $2,610,334 | ProgramServicesAmt |
| Management And General | $548,031 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,311,024 | BOYAmt |
| EOY | $6,727,425 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,751 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,751 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,935,962 | BOYAmt |
| EOY | $41,641,164 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,246,990 | BOYAmt |
| EOY | $48,368,589 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,246,990 | BOYAmt |
| EOY | $48,368,589 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,246,990 | BOYAmt |
| EOY | $48,368,589 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,246,990 | BOYAmt |
| EOY | $48,368,589 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,121,599 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS A&M UNIVERSITY - CORPUS CHRISTI | BusinessNameLine1Txt |
| Business Name Line2 | TEXAS A&M UNIVERSITY - CORPUS CHRISTI | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741760663 | EIN |
| Organization Type | 2 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $2,610,334 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $2,610,334 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (true) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | false | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (true) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Test | Yes (X) | ActivitiesTestInd |
| Activities Further Exempt Prps | Yes (true) | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | Yes (true) | ActivitiesEngagedOrgInvlmntInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION D, LINE 2 | THE TAXPAYER MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION AS FOLLOWS: THE TAXPAYER HAS ONLY ONE SUPPORTED ORGANIZATION, WHICH IS A MAJOR PUBLIC UNIVERSITY (TEXAS A&M UNIVERSITY - CORPUS CHRISTI). TAXPAYER IS THE ONLY ENDOWMENT FUND FOR THE MARINE RESEARCH INSTITUTE (THE "INSTITUTE") AT THE SUPPORTED ORGANIZATION. PURSUANT TO A GIFT AGREEMENT BETWEEN THE TAXPAYER AND THE SUPPORTED ORGANIZATION, THE TAXPAYER'S TRUSTEES PROVIDE OVERSIGHT THAT THE INSTITUTE IS BEING DEVELOPED AND ADMINISTERED IN A MANNER CONSISTENT WITH THE OBJECTIVES OF THE TAXPAYER. THE TAXPAYER'S TRUSTEES MEET WITH THE SUPPORTED ORGANIZATION AT LEAST TWICE ANNUALLY TO REVIEW, INTER ALIA, THE INSTITUTE'S BUDGET, PROGRAMS, POLICIES AND EMPLOYEES, IT'S USE OF GRANT FUNDS, ACCOMPLISHMENTS AND FUTURE PLANS, AND IT'S OTHER FUNDING SOURCES. THE INSTITUTE'S BUDGET AND SPENDING, AND HENCE IT'S CHOICE OF PROGRAMS AND ACTIVITIES, ARE APPROVED BY THE TAXPAYER'S TRUSTEES EACH YEAR. ONE OR MORE TRUSTEES ATTEND PROGRAMS OF THE INSTITUTE AND HOST WORKING SESSIONS OF THE KEY INSTITUTE PERSONNEL AND OUTSIDE PEERS EACH YEAR TO FURTHER ENHANCE AND PUBLICIZE THE WORK OF THE INSTITUTE. |
| PART IV, SECTION D, LINE 3 | THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN THE TAXPAYER'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIMES DURING THE TAX YEAR AS FOLLOWS: THE TAXPAYER HAS ONLY ONE SUPPORTED ORGANIZATION, WHICH IS A MAJOR PUBLIC UNIVERSITY (TEXAS A&M UNIVERSITY - CORPUS CHRISTI) WITH A MARINE RESEARCH INSTITUTE (THE "INSTITUTE") FOR WHICH THE TAXPAYER IS THE ONLY ENDOWMENT FUND. THE PRESIDENT OF THE SUPPORTED ORGANIZATION IS AN EX OFFICIO TRUSTEE OF THE TAXPAYER, AND IN THAT CAPACITY ATTENDS TRUSTEE MEETINGS AND CONSENTS TO INVESTMENT POLICIES DETERMINED BY THE TRUSTEES. THE PRESIDENT OF THE SUPPORTED ORGANIZATION AND THE DIRECTOR OF THE INSTITUTE (AND THEIR STAFFS) WORK TOGETHER WITH THE TRUSTEES IN DEVELOPING THE INSTITUTE'S BUDGET AND THE MANNER AND TIMING IN WHICH THE TAXPAYER FUNDS THAT BUDGET, WHICH IS THE ONLY GRANT MAKING ACTIVITY OF THE TAXPAYER. HENCE THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN DIRECTING THE USE OF THE TAXPAYER'S INCOME AND ASSETS. |
| PART IV, SECTION E, LINE 2A | THE TAXPAYER HAS A SINGLE SUPPORTED ORGANIZATION, WHICH IS A MAJOR PUBLIC UNIVERSITY: TEXAS A&M UNIVERSITY - CORPUS CHRISTI). THE TAXPAYER'S ACTIVITIES FURTHER THE SUPPORTED ORGANIZATION'S EXEMPT PURPOSES OF EDUCATION AND RESEARCH BY PROVIDING GRANTS WHICH ARE THE SOLE ENDOWMENT FUNDING FOR THE SUPPORTED ORGANIZATION'S MARINE RESEARCH INSTITUTE (THE "INSTITUTE"). THE TAXPAYER IS RESPONSIVE TO THE SUPPORTED ORGANIZATION BY WORKING JOINTLY WITH IT TO DEVELOP BUDGETS, POLICIES AND PROGRAMS FOR THE INSTITUTE AND FUNDING THOSE ACTIVITIES WITH GRANTS AT MUTUALLY AGREED TIMES, AND TO ASSIST IT IN RAISING OTHER SOURCES OF FUNDING. THE TAXPAYER HAS DETERMINED THAT THESE ACTIVITIES CONSTITUTE SUBSTANTIALLY ALL ITS ACTIVITIES BECAUSE THEY ARE ITS ONLY ACTIVITIES. |
| PART IV, SECTION E, LINE 2B | THE ACTIVITIES DESCRIBED IN 2A ABOVE CONSTITUTE ACTIVITIES THAT, BUT FOR TAXPAYER'S INVOLVEMENT, THE SUPPORTED ORGANIZATION NORMALLY WOULD HAVE BEEN ENGAGED IN BECAUSE THE SUPPORTED ORGANIZATION IS A MAJOR PUBLIC UNIVERSITY WHOSE VERY EXISTENCE AND MISSION IS TO BE CONSTANTLY ENGAGED IN TEACHING AND RESEARCH. THE SUPPORTED ORGANIZATION'S MARINE RESEARCH INSTITUTE TO WHICH THE TAXPAYER'S ACTIVITIES ARE DIRECTED WILL OPERATE WITH OR WITHOUT THE TAXPAYER'S INVOLVEMENT. |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,751 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,751 | DepreciationAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS A&M UNIVERSITY-CORPUS CHRISTI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 OCEAN DRIVE | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78412 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 741760663 | RecipientEIN |
| IRC Section | 170 | IRCSectionDesc |
| Cash Grant | $2,610,334 | CashGrantAmt |
| Purpose Of Grant | EDUCATIONAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PRIOR TO MAKING ANY GRANTS TO TEXAS A&M UNIVERSITY - CORPUS CHRISTI (THE SOLE GRANT RECIPIENT), WE REVIEW A PROPOSED BUDGET FOR THE USE OF GRANT FUNDS. WE HAVE ONE OR MORE REPRESENTATIVES ATTEND PROGRAMS AND ADVISORY COMMITTEE MEETINGS OF THE GRANT RECIPIENT, AT WHICH WE LEARN MORE ABOUT AND STAY FAMILIAR WITH THE ACTIVITIES AND OPERATIONS FOR WHICH OUR GRANT FUNDS ARE USED. AT THE END OF EACH YEAR, WE RECEIVE A REPORT AND BUDGET RECONCILIATION WITH RESPECT TO THE USE OF OUR GRANT FUNDS, AND REVIEW IT WITH THE GRANTEE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | DEPRECIATION EXPENSE ON OFFICE EQUIPMENT. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE ENTIRE FORM 990 IS SENT OUT TO THE TRUSTEES OF THE ORGANIZATION FOR REVIEW BEFORE FILING. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC BY PROVIDING COPIES UPON REQUEST. |
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