2018-11-01T12:15:33-07:00 2017-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 770275132 990PF 2017-01-01 742170127 The Cynthia & George Mitchell Foundation CYNT 7133775060 2700 Technology Forest Blvd The Woodlands TX 77381 Katherine Lorenz President 2018-11-01 true Jody Blazek P00072674 7134395739 X 2017 2018-06-14 16:35:46Z X 252888591 X 103776337 2719198 2719198 -1006024 41831184 105489511 2719198 201550 201550 404809 404809 165903 165903 36000 36000 11427 4912 6515 779725 779725 41396 1396 4408 75640 75640 128845 128845 1040809 951511 2890512 4912 2751894 7736896 7736896 10627408 4912 10488790 94862103 2714286 695618 695618 12072669 6173431 6173431 150000 150000 150000 143748338 262702805 233226931 3115521 102486 3017444 3013035 3013035 26023303 26007769 9629576 184861754 298742658 252888591 3565 3565 0 X 184858189 298742658 184858189 298742658 184861754 298742658 184858189 94862103 19022366 298742658 298742658 Publicly traded securities 41831184 42837208 -1006024 -1006024 -1006024 false 12122795 114048652 0.10630 17067106 84688866 0.20153 16879386 86251518 0.19570 16771031 89022637 0.18839 14943534 136818157 0.10922 0.801135 0.160227 222643317 35673471 27143 35700614 10638790 54286 54286 54286 51845 25000 76845 X 22559 22559 false false false false false false false false true true TX true false false false false true www.cgmf.org Spiros Vassilakis 7133775069 2700 Technology Forest 260 The Woodlands TX 77381 false false false false true false false false false false false false false false false false false false true false false true false false false false Carleton G Mitchell 2700 Technology Forest 260 The Woodlands TX 77381 Chairman 1.00 0 Katherine Lorenz 2700 Technology Forest 260 The Woodlands TX 77381 President 40.00 196500 24066 Spiros Vassilakis 2700 Technology Forest 260 The Woodlands TX 77381 Treasurer 1.00 0 Michelle Robinson 2700 Technology Forest 260 The Woodlands TX 77381 Secretary 1.00 0 Meredith Dreiss 2700 Technology Forest 260 The Woodlands TX 77381 Director 1.00 0 Sheridan Lorenz 2700 Technology Forest 260 The Woodlands TX 77381 Director 1.00 0 Pamela Maguire 2700 Technology Forest 260 The Woodlands TX 77381 Director 0.00 0 B Greg Mitchell 2700 Technology Forest 260 The Woodlands TX 77381 Director 1.00 0 Graham Mitchell 2700 Technology Forest 260 The Woodlands TX 77381 Director 0.50 1000 J Kirk Mitchell 2700 Technology Forest 260 The Woodlands TX 77381 Director 1.00 0 M Kent Mitchell 2700 Technology Forest 260 The Woodlands TX 77381 Director 1.00 0 Mark D Mitchell 2700 Technology Forest 260 The Woodlands TX 77381 Director 1.00 0 Michael Mitchell 2700 Technology Forest 260 The Woodlands TX 77381 Director 1.00 0 Sarah Mitchell 2700 Technology Forest 260 The Woodlands TX 77381 Director 1.00 0 Adrienne Dreiss Ropp 2700 Technology Forest 260 The Woodlands TX 77381 Director 1.50 4050 Mary L Hastings PO Box 8937 The Woodlands TX 77387 Sust Prog VP 40.00 208670 24796 Sarah L Richards PO Box 8937 The Woodlands TX 77387 Wtr Prog Dir 40.00 126574 21154 Arabella Advisors LLC 1201 Connecticut Ave NW Ste 300 Washington DC 20036 Strategic guidance 150000 Hudson Pacific LLC 344 W 12th St New York NY 10014 Community polling 113130 Gray Suit LLC PO Box 701 Austin TX 78767 Strategic counselor 97746 Raven Environmental Services Inc 6 Oak Bend Dr Huntsville TX 77320 Conserv mgmt svcs 86559 Ross Strategic 1218 Third Ave Ste 1207 Seattle WA 98101 Environ. Consulting 132000 1 Cooks Branch Conservancy, comprised of approximately 5,300 acres donated by the Mitchell family in 2011, promotes conservation ethics and demonstrates the resilience of nature in perpetuity, offering a rare glimpse into what a century of regeneration looks like in the East Texas Piney Woods. The transformation of the once clear-cut, overgrazed working ranch into an award-winning nature conservancy exemplifies extraordinary habitat management and wildlife conservation on private land.Heat and water stress associated with climate change is making forests more vulnerable throughout the world. Cooks Branch acts as a field laboratory for the study of such things as carbon flux, drought, ecosystem transition, biodiversity, and the effects of fire.The conservancy utilizes tools such as restoration timber harvests, prescribed burning, mechanical and chemical midstory control, invasive species eradication, and replanting in various combinations to meet specific eradication, and replanting in va 871236 Consistent with the sustainability science approach that characterizes the foundations grantmaking, the Water Program aims to increase the scientific understanding of water issues in the state of Texas, which informs the design of effective policy approaches to ensure that the water quantity needs of the environment are met. According to the 2012 State Water Plan, under certain conditions, Texas does not and will not have enough water to meet the needs of its people, its businesses, and its agricultural enterprises. To address these water management challenges and ensure adequate water supplies for the environment in Texas, the Water Programs resources are deployed to 1. Define the grand challenges of water management and the scientific, policy, and legal investigations necessary to address intractable questions; 2. Increase water conservation in major Texas cities through urban water conservation programs and utility business model reform; 3. Protect water resources in the Texas Hill 260404 The foundation focuses on improving the governance of shale development in addition to supporting efforts to reduce the negative environmental and community impacts of shale gas development.The unresolved challenges related to shale development and natural gas can be divided into two broad categories. The first set of questions involves natural gas as a fuel source, including to what extent fugitive methane emissions occur and how these emissions can be minimized and to what extent abundant natural gas displaces renewable energy and energy efficiency in electricity generation.The second set of questions involves the risk of impact from hydraulic fracturing and horizontal drilling to develop shale formations. These technologies have a distinct risk to the environment and communities, but these risks can be economically managed.The Shale Sustainability Program supports a number of solution-driven strategies, including: 1. Examination of the interplay between federal, state, and local gov 129826 The Mitchell Foundation is committed to clean energy in the state of Texas and supports strategic efforts that ensure that the states growing demand for power is both minimized and met with the cleanest and water-leanest sources of electricity possible. The foundation seeks to invest in initiatives that demonstrate a comprehensive understanding of Texass competitive electricity market structure and can leverage that knowledge to create innovative and effective energy policies that ensure reliability and resource adequacy while reducing the environmental and health impacts of power generation.To achieve its strategic goals, the Clean Energy Program supports: 1. Efforts to bring an array of diverse, centrist-thinking communities to bear on clean energy policy issues; 2. Policies and innovative mechanisms that increase cost-effective energy efficiency activities; 3. The development of renewable energy markets to help fill the gap in electricity supply; 4. Reduced reliance on traditional c 126050 The Mitchell Foundation granted a request by Texas Parks and Wildlife Foundation to provide a program-related investment loan at zero percent interest to the Gulf Coast Conservation Loan Fund. The loan is pooled with contributions from other funders and used to make loans to nonprofit land conservation organizations for the purpose of acquiring and holding properties of high ecological value, pending the disbursement of grants from Deepwater Horizon settlement funds which would enable their permanent protection. Support from the Mitchell Foundation was leveraged with public funding for a significant impact on conservation efforts. 150000 150000 218402089 7631735 0 226033824 0 226033824 3390507 222643317 11132166 11132166 54286 54286 11077880 470 11078350 11078350 10488790 150000 10638790 10638790 11078350 8401112 12534383 13140682 13126385 6463517 53666079 10638790 0 10638790 439560 439560 53226519 0 7961552 45264967 12534383 13140682 13126385 6463517 The Cynthia George Mitchell Foundat wwwcgmforg The Woodlands TX 77381 7133775060 www.cgmf.org Grant inquiries and grant funding requests are made through the Foundation's website, www.cgmf.org. N/A The Foundation accepts grant requests that focus on the following initiatives: water, clean energy, sustainability science, shale sustainability, and land conservation. See attachment State and zip code for e-filing purposes TX 77381 N/A See attached 7736896 7736896 See attachment State and zip code for e-filing purposes TX 77381 N/A See attachment 425500 425500 14 2719198 18 -1006024 1713174 1713174 false false false false false false false false false false X X 1 GPM 2011 Mgmt Trust 2700 Technology Forest 260 The Woodlands TX 77381 12506202 X X 2 Mitchell Marital Ded Nonexempt Tr 2700 Technology Forest 260 The Woodlands TX 77381 91166883 X X 3 Mitchell NonQTIP Marital Ded Ex Tr 2700 Technology Forest 260 The Woodlands TX 77381 51626 X X 4 Mitchell Marital Ded Exempt Tr 2700 Technology Forest 260 The Woodlands TX 77381 51626 X X 1 269,020 shs DVN 12504050 2017-01-20 2 1,880,988 shs DVN 85791863 2017-01-23 3 1,076 shs DVN 50012 2017-01-20 4 1,076 shs DVN 50012 2017-01-20 Bookkeeping and tax compliance 9824 4912 0 4912 DCA CBC accounting 1603 0 0 1603 Computer and electronics 2013-01-01 23443 20877 200DB 5.0000 1026 Furniture and fixtures 2013-01-01 32694 31874 200DB 7.0000 234 IT software 2013-04-01 40000 39999 SL 6.0000 1 Website 2015-01-01 43841 5846 SL 15.0000 3147 Texas Clean Energy Coalition 327 Congress Ave Ste 450 Austin TX 78701 2017-04-01 375000 To support the market-driven transition to clean energy 278468 No Report received 5/31/2018 2018-05-31 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. Texas Clean Energy Coalition 327 Congress Ave Ste 450 Austin TX 78701 2016-04-01 400000 Develop a clean energy plan for Texas 400000 No Final report received 5/31/2018 2018-05-31 The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. 163,990 shs AMLP 2538179 1769452 3,432,320 shs DVN 183209696 141766848 32,060 shs DVY 2768927 3159834 92,612 shs EEM 3825655 4363877 50,071 shs IWM 6609828 7633825 39,090 shs JNK 1454790 1435385 11,949 shs MDY 3738114 4127304 192,125 shs PGX 2811309 2854978 90,648 shs QQQ 11169779 14119332 20,416 shs SPY 4851640 5448214 32,865 shs VNQ 2674074 2727138 108,376 shs XLB 5542688 6559999 11,198 shs XLE 999885 809167 245,922 shs XLF 5572259 6863683 124,854 shs XLI 7843857 9447702 85,090 shs XLK 4273887 5441506 38,766 shs XLP 1887641 2205398 62,208 shs XLU 3029018 3277117 50,411 shs XLV 3819600 4167981 51,152 shs XLY 4081979 5048191 Furniture and Fixtures 32694 31590 1104 1104 Machinery and Equipment 63443 61903 1540 1540 Land 2975543 2975543 2975543 Miscellaneous 43841 8993 34848 34848 Property matters 36000 0 0 36000 Conservancy Management LLC 81298 81245 81524 Cook's Branch Conservancy LP 25938873 25923392 9544920 Deposit - office 3132 3132 3132 DCA - CBC habitat/environmental 407480 407480 DCA - CBC insurance 27286 27286 DCA - CBC property management 330701 330701 DCA - CBC repairs and maintenance 48657 48657 DCA - CBC supplies/G&A 35348 35348 Dues/memberships 19700 19700 Insurance 10471 10471 Office expense 12202 12202 Passthrough depr/amort - CBC 89298 Postage/delivery 1645 1645 Repairs and maintenance 4093 4093 Subscriptions 24336 24336 Telephone 9674 9674 Training/seminars 16185 16185 Videoconferencing 3733 3733 Adjust securities contributed at FMV to cost basis 19021896 Returned grant 470 Texas Parks and Wildlife Fdn 150000 Communications/outreach 90000 0 0 90000 DCA - CBC other professional fees 20161 0 0 20161 Habitat/environmental research 86559 0 0 86559 Other professional fees 34041 0 0 34041 Philanthropic consulting fees 539968 0 0 539968 Public info/website fees 8996 0 0 8996 Ad valorem tax 1396 1396 Excise tax 40000