BHP FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BHP FOUNDATION (EIN 61-1714573)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-15
- IRS object ID
- 201623209349100302
- Schema version
- 2015v2.0
- 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 Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T03:13:20-08:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | 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 | 1360 Post Oak Boulevard Ste 150 | 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 | 2016-11-15 | 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 | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $324,628,920 | 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 | $55,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,355,587 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,355,587 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$112,930 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $41,502,099 | GrossSalesPriceAmt |
| Total Rev And Expnss | $57,242,657 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,355,587 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $89,663 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $87,729 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,226 | PensionEmplBnftRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $158,064 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $124,129 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,642 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,488 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,487 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $122,451 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $122,451 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,833 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $22 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $22 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $395,901 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $123,939 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $213,367 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,428,849 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,445,782 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,824,750 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $123,939 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,659,149 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,417,907 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,231,648 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $82,239,865 | CashBOYAmt |
| Cash EOY | $55,567,465 | CashEOYAmt |
| Cash EOYFMV | $55,567,465 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $200,165,308 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,414,542 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,414,542 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,199,711 | AcctRcvblAmt |
| Acct Rcvbl BOY | $18,728 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,199,711 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,199,711 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $1,833 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,833 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds EOY | $251,445,369 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $251,445,369 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $282,423,901 | TotalAssetsBOYAmt |
| Total Assets EOY | $324,628,920 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $324,628,920 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $41,104 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $53,640 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $41,104 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $53,640 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $282,382,797 | UnrestrictedBOYAmt |
| Unrestricted EOY | $324,575,280 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $282,382,797 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $324,575,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $282,423,901 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $324,628,920 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $282,382,797 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $39,417,907 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,794,171 | OtherIncreasesAmt |
| Subtotal | $324,594,875 | SubtotalAmt |
| Other Decreases | $19,595 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $324,575,280 | 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 | $41,502,099 | GrossSalesPriceAmt |
| Cost Or Other Basis | $41,615,029 | CostOrOtherBasisAmt |
| Gain Or Loss | -$112,930 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$112,930 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$112,930 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,502,302 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $204,645,472 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03177 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $256,010 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $111,967,370 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.00229 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $13,051,250 | NetVlNoncharitableAssetsYr3Amt |
| Total Distribution | 0.034059 | TotalDistributionRt |
| Average Distribution | 0.011353 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $275,617,481 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,129,085 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22,316 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,151,401 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,659,149 | 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 | $22,316 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22,316 | SubtotalAmt |
| Tax Based On Investment Income | $22,316 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,833 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,833 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $20,483 | TaxDueAmt |
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 | Yes (true) | 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 | 1360 Post Oak Boulevard Ste 150 | 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 | false | 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 (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Christine Barnesby | ||||||
| 1360 Post Oak Blvd Ste 150 | Houston | TX | 77056 | Former Director | 0.50 | $0 |
| Ian Wood | ||||||
| 1360 Post Oak Blvd Ste 150 | Houston | TX | 77056 | FrmrPres/VP/Dir | 2.00 | $0 |
| Megan Pepper | ||||||
| 1360 Post Oak Blvd Ste 150 | Houston | TX | 77056 | Secretary | 16.00 | $0 |
| Liedeke Bosma | ||||||
| 1360 Post Oak Blvd Ste 150 | Houston | TX | 77056 | Inter Exec Ofcr | 20.00 | $0 |
| Marisa Reuter | ||||||
| 1360 Post Oak Blvd Ste 150 | Houston | TX | 77056 | Asst Secretary | 1.00 | $0 |
| Melinda Buckland | ||||||
| 1360 Post Oak Blvd Ste 150 | Houston | TX | 77056 | Former Sec/Dir | 8.00 | $0 |
| Tony Cudmore | ||||||
| 1360 Post Oak Blvd Ste 150 | Houston | TX | 77056 | VP/Director | 2.00 | $0 |
| Fred Hagemeyer | ||||||
| 1360 Post Oak Blvd Ste 150 | Houston | TX | 77056 | Former Director | 0.50 | $0 |
| Pat Risner | ||||||
| 1360 Post Oak Blvd Ste 150 | Houston | TX | 77056 | Director | 0.50 | $0 |
| Athalie Williams | ||||||
| 1360 Post Oak Blvd Ste 150 | Houston | TX | 77056 | Director | 0.50 | $0 |
| Karen Wood | ||||||
| 1360 Post Oak Blvd Ste 150 | Houston | TX | 77056 | President/Dir | 4.00 | $0 |
| Peter Bright | ||||||
| 1360 Post Oak Blvd Ste 150 | Houston | TX | 77056 | Treasurer | 1.00 | $0 |
| Angeli Gayfer | ||||||
| 1360 Post Oak Blvd Ste 150 | Houston | TX | 77056 | Frmr Asst Sec | 1.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michelle Raftus | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1360 Post Oak Blvd Ste 150 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Mgr Community | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $64,492 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Norton Rose Fulbright US LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 McKinney St 5100 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Legal | ServiceTypeTxt |
| Compensation | $157,019 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $206,623,388 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,191,314 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $279,814,702 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $279,814,702 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,197,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $275,617,481 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,780,874 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,780,874 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,316 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,316 | TotalTaxAmt |
| Distributable Before Adj | $13,758,558 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,758,558 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,758,558 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,659,149 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $17,659,149 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $22,316 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,636,833 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,758,558 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,125,882 | UndistributedIncomePYAmt |
| Qualifying Distributions | $17,659,149 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,125,882 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,533,267 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $5,225,291 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| C'wlth Scientific Industrial Resch | ||||||||
| Limestone Avenue | Campbell | Canberra, ACT | AS | 2612 | N/A | NC | Support pathways that aim to increase Aboriginal and Torres Strait Islander representation in STEM (Science, Technology, Engineering, and Math) related professions | $4,402,241 |
| The Melbourne University AMSI | ||||||||
| Building 161 Monash Road | Parkville | VIC | AS | 3010 | N/A | NC | Increase the number of girls studying maths; improve achievement in STEM education; and increase female representation in STEM related professions. | $1,797,352 |
| 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. | $745,119 |
| Transparency International | ||||||||
| Alt-Moabit 96 | Berlin | GM | 10559 | N/A | NC | Mining for sustainable development project | $350,619 | |
| Broken Hill City Council | ||||||||
| 240 Blende Street | Broken Hill | NSW | AS | 2880 | N/A | NC | Living Museum and Perfect Light project | $2,114,014 |
| C'wlth Scientific Industrial Resch | ||||||||
| Limestone Avenue | Campbell | Canberra, ACT | AS | 2601 | N/A | NC | CSIRO Science & Engineering Awards | $587,437 |
| Extractive Industries Transparency | ||||||||
| Ruselkkveien 26 | Oslo | NO | 0251 | N/A | NC | EITI global conference | $100,000 | |
| Department of Veterans' Affairs | ||||||||
| 300 Latrobe Street | Melbourne | VIC | AS | 3000 | N/A | NC | ANZAC Centenary Fund | $7,349,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,445,782 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| World Bank Group | ||||||||||||
| 1818 H Street NW | Washington | DC | 20433 | N/A | NC | Disclosure to development project | $2,572,267 | |||||
| Transparency International | ||||||||||||
| N/A | NC | Mining for sustainable development project | $2,189,629 | Alt-Moabit 96 | Berlin | GM | 10559 | |||||
| Broken Hill City Council | ||||||||||||
| N/A | NC | Living Museum and Perfect Light project | $2,128,439 | 240 Blende Street | Broken Hill | AS | 2880 | NSW | ||||
| CSIRO Science and Engineering Award | ||||||||||||
| N/A | NC | STEM project, science and engineering awards | $2,582,317 | Limestone Avenue | Campbell | AS | 2601 | ACT | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $9,472,652 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,355,587 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$112,930 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,242,657 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,242,657 | 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 | 1360 Post Oak Boulevard | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770563020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $55,000,000 | 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 |
|---|---|---|---|---|
| Audit fees | $16,667 | $0 | $0 | $0 |
| Tax compliance | $2,975 | $1,488 | $0 | $1,487 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General governance and counsel | CategoryTxt |
| Legal Fees | $158,064 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $124,129 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Expenses accrued at a lower currency rate | Desc |
| Amt | $19,595 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other expenses | Desc |
| Revenue And Expenses Per Books | $22 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $22 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized appreciation in value of investments | Desc |
| Amt | $2,794,171 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $122,451 | Amt |
| Net Investment Income | $122,451 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax | CategoryTxt |
| Amt | $1,833 | Amt |
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