ENDOWMENT FOR REGIONAL SUSTAINABILITY SCIENCE: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ENDOWMENT FOR REGIONAL SUSTAINABILITY SCIENCE (EIN 20-2028290)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-03
- IRS object ID
- 201941239349102494
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-03T11:16:05-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770275132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202028290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Endowment for Regional Sustainability | BusinessNameLine1Txt |
| Business Name Line2 | Science | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENDO | BusinessNameControlTxt |
| Phone | 7133775085 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 Technology Forest Blvd | AddressLine1Txt |
| City | The Woodlands | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77381 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Keith Bickham | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2019-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jody Blazek | PreparerPersonNm |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,756,534 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $26,489 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,489 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $405,518 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $405,518 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $427,114 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,293,735 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $427,114 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $859,121 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $859,121 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,809 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,405 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,404 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,200 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,220 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,740 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,425 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $800 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,625 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,454 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,145 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,029 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,550,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,550,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,579,454 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,145 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,561,029 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,720,333 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $847,976 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,591,570 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,530,135 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,530,135 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $28,865 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $20,385 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $20,385 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $23,292,170 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,638,752 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,206,014 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $24,912,605 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,189,272 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,756,534 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,000 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $3,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $24,909,605 | CapitalStockBOYAmt |
| Capital Stock EOY | $23,189,272 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,909,605 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,189,272 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,912,605 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,189,272 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,909,605 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,720,333 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,189,272 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,189,272 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly traded securities | PropertyDesc |
| Gross Sales Price | $10,293,735 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,866,621 | CostOrOtherBasisAmt |
| Gain Or Loss | $427,114 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $427,114 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $427,114 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,235,453 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,744,712 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.10192 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,362,927 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $35,383,251 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.09504 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,980,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $31,393,435 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06308 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,114,847 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $33,549,842 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06304 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,505,747 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $36,295,413 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04149 | DistributionYr5Rt |
| Total Distribution | 0.364568 | TotalDistributionRt |
| Average Distribution | 0.072914 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,046,449 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,336,635 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,480 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,345,115 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,561,029 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8,480 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,480 | SubtotalAmt |
| Tax Based On Investment Income | $8,480 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,901 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $28,901 | TotalPaymentsAndCreditsAmt |
| Overpayment | $20,421 | OverpaymentAmt |
| Applied To ES Tax | $20,421 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Keith Bickham | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7133775017 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 Tech Forest Blvd 260 | AddressLine1Txt |
| City | The Woodlands | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77381 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| J Todd Mitchell | ||||||
| 2700 Technology Forest 260 | The Woodlands | TX | 77381 | President | 0.50 | $0 |
| Keith Bickham | ||||||
| 2700 Technology Forest 260 | The Woodlands | TX | 77381 | Secretary | 0.50 | $0 |
| Marilu Hastings | ||||||
| 2700 Technology Forest 260 | The Woodlands | TX | 77381 | Director | 0.50 | $0 |
| Katherine Lorenz | ||||||
| 2700 Technology Forest 260 | The Woodlands | TX | 77381 | Director | 0.50 | $0 |
| Dietrich Scheder-Bieschin | ||||||
| 2700 Technology Forest 260 | The Woodlands | TX | 77381 | Director | 0.50 | $0 |
| Jonathan Zonis | ||||||
| 2700 Technology Forest 260 | The Woodlands | TX | 77381 | Director | 0.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,071,407 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,463,059 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,534,466 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $32,534,466 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $488,017 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,046,449 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,602,322 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,602,322 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,480 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,480 | TotalTaxAmt |
| Distributable Before Adj | $1,593,842 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,593,842 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,593,842 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,561,029 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,561,029 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,480 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,552,549 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,593,842 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $534,877 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $423,906 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,603,464 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,656,789 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,219,036 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,561,029 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,593,842 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $967,187 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,186,223 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,186,223 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $534,877 | ExcessFromYear4Amt |
| Excess From Year3 | $423,906 | ExcessFromYear3Amt |
| Excess From Year2 | $1,603,464 | ExcessFromYear2Amt |
| Excess From Year1 | $1,656,789 | ExcessFromYear1Amt |
| Excess From Current Year | $967,187 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Houston Advanced Research Center | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 Research Forest Dr | AddressLine1Txt |
| City | The Woodlands | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77381 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | General support | GrantOrContributionPurposeTxt |
| Amt | $2,550,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,550,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,489 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $405,518 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $427,114 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $859,121 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $859,121 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax compliance | CategoryTxt |
| Amt | $2,809 | Amt |
| Net Investment Income | $1,405 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,404 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 14,000 shs Activision Blizzard Inc | $642,024 | $651,980 |
| 7,126 shs Adobe Inc | $629,191 | $1,612,186 |
| 10,250 shs Alibaba Group Holding Ltd | $1,085,373 | $1,404,968 |
| 4,000 shs Ametek Inc | $241,360 | $270,800 |
| 845 shs Anthem Inc | $183,206 | $221,922 |
| 5,974 shs Aon PLC Cl A | $769,978 | $868,381 |
| 10,500 shs Apple Inc | $1,323,865 | $1,656,270 |
| 4,500 shs Autohome Inc Cl A | $280,312 | $352,035 |
| 2,250 shs Automatic Data Processing Inc | $309,600 | $295,020 |
| 5,482 shs Baidu Inc Cl A | $1,161,348 | $869,445 |
| 5,000 shs Baozun Inc Spon ADR | $303,350 | $146,050 |
| 6,000 shs Copart Inc | $355,019 | $286,680 |
| 10,000 shs Corning Inc | $282,100 | $302,100 |
| 3,513 shs Electronic Arts Inc | $511,843 | $277,211 |
| 4,000 shs Eli Lilly & Co | $357,360 | $462,880 |
| 12,700 shs Facebook Inc Cl A | $1,222,198 | $1,664,843 |
| 10,000 shs Fiserv Inc | $446,600 | $734,900 |
| 5,356 shs FMC Corp | $476,148 | $396,130 |
| 6,500 shs Hasbro Inc | $399,443 | $528,125 |
| 4,430 shs HollyFrontier Corp | $184,955 | $226,462 |
| 2,800 shs Humana Inc | $420,000 | $802,144 |
| 1,000 shs Illumina Inc | $304,812 | $299,930 |
| 1,500 shs Intuit Inc | $319,282 | $295,275 |
| 600 shs Intuitive Surgical Inc | $317,632 | $287,352 |
| 6,500 shs JPMorgan Chase & Co | $442,130 | $634,530 |
| 4,000 shs KEMET Corp | $115,440 | $70,160 |
| 3,500 shs Lowes Companies Inc | $351,995 | $323,260 |
| 3,300 shs Marsh & McLennan Cos Inc | $204,986 | $263,175 |
| 3,414 shs Maxim Integrated Products Inc | $186,680 | $173,602 |
| 1,793 shs McCormick & Company Inc | $173,511 | $249,657 |
| 6,000 shs Micron Technology Inc | $339,052 | $190,380 |
| 10,000 shs Microsoft Corp | $466,499 | $1,015,700 |
| 1,750 shs Moodys Corp | $317,524 | $245,070 |
| 1,700 shs Netflix Inc | $681,275 | $455,022 |
| 5,595 shs Nvidia Corp | $204,315 | $746,933 |
| 2,000 shs Orbotech Ltd | $105,202 | $113,080 |
| 5,000 shs PayPal Holdings Inc | $445,731 | $420,450 |
| 5,800 shs Progressive Corp | $201,722 | $349,914 |
| 2,850 shs Salesforce.com Inc | $419,406 | $390,364 |
| 5,000 shs Solaredge Technologies Inc | $140,700 | $175,500 |
| 1,840 shs Stryker Corp | $201,637 | $288,420 |
| 2,500 shs Take-Two Interactive Inc | $314,000 | $257,350 |
| 24,000 shs TJX Companies Inc | $793,800 | $1,073,760 |
| 4,000 shs UnitedHealth Group Inc | $688,400 | $996,480 |
| 6,000 shs US Foods Holding Corp | $238,074 | $189,840 |
| 4,500 shs Visa Inc Cl A | $368,494 | $593,730 |
| 3,586 shs VMware Inc Cl A | $427,991 | $491,748 |
| 1,850 shs Vulcan Materials Company | $197,609 | $182,780 |
| 12,000 shs Waste Connections Inc | $685,920 | $891,000 |
| 6,000 shs Xilinx Inc | $399,660 | $511,020 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank service charges | $800 | $800 | |
| Insurance | $3,625 | $3,625 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management services | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $7,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise tax | $8,480 | |
| Foreign tax | $1,740 | $1,740 |
Comments