BHP FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BHP FOUNDATION (EIN 61-1714573)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-13
- IRS object ID
- 201713179349100016
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T06:45:28-08:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611714573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BHP Billiton Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BHPB | BusinessNameControlTxt |
| Phone | 7139618500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 Post Oak Blvd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter Bright | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2017-11-13 | 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 |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $312,451,228 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,268,650 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,268,650 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$659,154 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $129,370,741 | GrossSalesPriceAmt |
| Total Rev And Expnss | $10,609,496 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,268,650 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $337,054 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $307,046 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,195 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $22,195 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $848,904 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $278,370 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $570,534 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $76,083 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $6,102 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,102 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,292,338 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $278,370 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $905,877 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,570,306 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,570,306 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,862,644 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $278,370 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,476,183 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,253,148 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,990,280 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,567,465 | CashBOYAmt |
| Cash EOY | $5,145,361 | CashEOYAmt |
| Cash EOYFMV | $5,145,361 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,414,542 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,976,596 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,976,596 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,503,191 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,199,711 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,503,191 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,503,191 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,833 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $13,092 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $13,092 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $251,445,369 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $297,812,988 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $297,812,988 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $324,628,920 | TotalAssetsBOYAmt |
| Total Assets EOY | $312,451,228 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $312,451,228 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $53,640 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $85,649 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $53,640 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $85,649 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $324,575,280 | UnrestrictedBOYAmt |
| Unrestricted EOY | $312,365,579 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $324,575,280 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $312,365,579 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $324,628,920 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $312,451,228 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $324,575,280 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,253,148 | ExcessRevenueOverExpensesAmt |
| Other Increases | $50 | OtherIncreasesAmt |
| Subtotal | $317,322,182 | SubtotalAmt |
| Other Decreases | $4,956,603 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $312,365,579 | 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 | $129,370,741 | GrossSalesPriceAmt |
| Cost Or Other Basis | $130,029,895 | CostOrOtherBasisAmt |
| Gain Or Loss | -$659,154 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$659,154 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$659,154 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,636,833 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $275,617,481 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06399 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,502,302 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $204,645,472 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03177 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $256,010 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $111,967,370 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.00229 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $13,051,250 | NetVlNoncharitableAssetsYr4Amt |
| Total Distribution | 0.098049 | TotalDistributionRt |
| Average Distribution | 0.024512 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $313,144,393 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,675,795 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $59,903 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,735,698 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,476,183 | 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 | $59,903 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $59,903 | SubtotalAmt |
| Tax Based On Investment Income | $59,903 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $60,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $697 | OverpaymentAmt |
| Applied To ES Tax | $697 | 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 | Peter Bright | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7139618500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 Post Oak Blvd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | UK | ForeignCountryCd |
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 | Yes (true) | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| James Ensor | ||||||
| 1500 Post Oak Blvd | Houston | TX | 77056 | Pres/Exec Ofcr | 32.00 | $0 |
| Anthony John Patrick Cudmore | ||||||
| 1500 Post Oak Blvd | Houston | TX | 77056 | VP & Director | 2.00 | $0 |
| Liedeke Bosma | ||||||
| 1500 Post Oak Blvd | Houston | TX | 77056 | Former Exec Ofc | 0.50 | $0 |
| Megan Pepper | ||||||
| 1500 Post Oak Blvd | Houston | TX | 77056 | Secretary | 8.00 | $0 |
| Jennifer Lopez | ||||||
| 1500 Post Oak Blvd | Houston | TX | 77056 | Asst Secretary | 1.00 | $0 |
| Marisa Isabel Reuter | ||||||
| 1500 Post Oak Blvd | Houston | TX | 77056 | Former Asst Sec | 1.00 | $0 |
| Peter Clinton Bright | ||||||
| 1500 Post Oak Blvd | Houston | TX | 77056 | Treasurer | 1.00 | $0 |
| Stephen Pastor | ||||||
| 1500 Post Oak Blvd | Houston | TX | 77056 | Director | 0.50 | $0 |
| Patrick Dion Risner | ||||||
| 1500 Post Oak Blvd | Houston | TX | 77056 | Director | 0.50 | $0 |
| Athalie Clare Williams | ||||||
| 1500 Post Oak Blvd | Houston | TX | 77056 | Director | 0.50 | $0 |
| Karen Joy Wood | ||||||
| 1500 Post Oak Blvd | Houston | TX | 77056 | Ch/Dir/Fmr Pres | 4.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Norton Rose Fulbright US LLP | ||||||||||
| 1301 McKinney St 5100 | Houston | TX | 77010 | Legal | $337,054 | |||||
| US Trust Bank of America | ||||||||||
| 1301 McKinney Suite 5100 | Dallas | TX | 77010 | Invest management | $277,725 | |||||
| Baker and McKenzie | ||||||||||
| Strategic advisory | $269,936 | Level 27 50 Bridge Street | Sydney | Sydney | AS | NSW 2000 | ||||
| Ecoadvisors Inc | ||||||||||
| Strategic advisory | $300,000 | 1758 Henry Street | Halifax | Halifax | CA | NS B3H 3K6 | ||||
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $294,825,221 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,087,868 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $317,913,089 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $317,913,089 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,768,696 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $313,144,393 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,657,220 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,657,220 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $59,903 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $59,903 | TotalTaxAmt |
| Distributable Before Adj | $15,597,317 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,597,317 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,597,317 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,476,183 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $17,476,183 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $59,903 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,416,280 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,597,317 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,225,291 | UndistributedIncomePYAmt |
| Qualifying Distributions | $17,476,183 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,225,291 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,250,892 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,346,425 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| The Melbourne University AMSI | ||||||||||||
| Building 161 Monash Road | Parkville | VIC | AS | 3010 | N/A | NC | "Choose Maths" Programme. To Increase the number of girls studying maths; improve achievement in STEM education; and increase female representation in STEM related professions. | $3,656,020 | ||||
| University of Chile | ||||||||||||
| Av Tupper 2007 | Santiago | Metropolitana | CI | 850 | N/A | NC | Develop and support renewable energy solutions, human capital development and the development of Solar Energy Resource Center Applications, a non-profit organisation dedicated to renewable energy solutions in urban and rural areas of Chile. | $4,174,502 | ||||
| Transparency International | ||||||||||||
| Alt-Moabit 96 | Berlin | GM | 10559 | N/A | NC | Mining for sustainable development to establish enhanced transparency and accountability in the award of mining sector permits, licenses and contracts. | $2,160,429 | |||||
| C'wlth Scientific Industrial Resch | ||||||||||||
| PO Box 883 | Kenmore | QLD | AS | 4069 | N/A | NC | Implement the Engineering Awards from 2015 to 2020 which are considered Australia's most prestigious school science awards. | $618,493 | ||||
| Queensland Museum Network | ||||||||||||
| PO Box 3300 | South Brisbane | Queensland | AS | 4101 | N/A | NC | 2017 World Science Festival Brisbane. One-year sponsorship to support an interactive and participatory science festival as sponsor of the "Street Science" component. Assist in the promotion of the Foundation's current Education Equity programs, at a national and international level and engaging with existing partner organizations during the Festival. | $255,585 | ||||
| UN Techo Para Chile | ||||||||||||
| Av Departamental 440 | San Joaqun | Regin Metropolita | CI | N/A | NC | To support brushfire disaster relief efforts in the South of Chile during late January, early February 2017 on a needs basis but might include the construction of emergency housing, food and service provision. | $500,000 | |||||
| Global Business Coalition for Educa | ||||||||||||
| N/A | PC | 2017 Gold membership fee for the Global Business Coalition for Education | $30,000 | 599 Lexington Avenue Fl 23 | New York | NY | 10022 | |||||
| Great Barrier Reef Foundation | ||||||||||||
| Level 13/300 Ann St | Brisbane City | QLD | AS | 4000 | N/A | NC | Protect climate resilient coral reefs, Australia and International | $77,734 | ||||
| Kanyirninpa Jukurrpa | ||||||||||||
| PO Box 504 | Newman | Western Australia | AS | 6753 | N/A | NC | Sustain health and resilience of Australia's iconic desert country and its people. | $94,044 | ||||
| The Nature Conservancy | ||||||||||||
| N/A | PC | Forest conservation in the Boreal, Canada | $97,759 | 907 7th St - Unit 6 | Santa Monica | CA | 90403 | |||||
| Amazon Conservation Association | ||||||||||||
| N/A | PC | Integrative landscape approach, Peru | $81,628 | 1012 14th St NW STE 625 | Washington | DC | 20005 | |||||
| Tierra Austral | ||||||||||||
| Avenida Vitacura 3585 Depto 702 | Vitacura | Santiago | CI | N/A | NC | Advance transformational land conservation of the Mediterranean habitat(El Boldo to Cantillana corridor, Chile) | $98,591 | |||||
| University of Colorado Boulder | ||||||||||||
| N/A | PC | Indigenous Peoples Social Context Research | $70,000 | PO Box 910220 | Denver | CO | 80291 | |||||
| C'wlth Scientific Industrial Resch | ||||||||||||
| PO Box 883 | Kenmore | QLD | AS | 4069 | N/A | NC | To implement the Science Awards from 2015 through to 2020 which are considered Australia's most prestigious school science awards. | $4,655,521 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,570,306 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,268,650 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$659,154 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,609,496 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,609,496 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BHP Billiton Petroleum Deepwater | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 Post Oak Blvd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting and secretarial fees | $195 | $0 | $0 | $195 |
| Audit fees | $24,000 | $0 | $0 | $22,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General governance and counsel | CategoryTxt |
| Legal Fees | $337,054 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $307,046 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Current period unrealized decline in value of investments | $2,162,432 |
| Less prior period unrealized adjustment of investments | $2,794,171 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Foreign currency translation adjustment | Desc |
| Amt | $50 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment management fees | $278,370 | $278,370 | $0 | $0 |
| Strategic advisory services | $570,534 | $0 | $0 | $570,534 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax | CategoryTxt |
| Amt | $76,083 | Amt |
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