Civic Intelligence

The Cullen Trust for Higher Education

990 • Fiscal year 2017 • EIN 74-1999641

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization ProfileN/A
1415 Louisiana No 2400Houston, TX 77002

(713) 333-2200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

87th percentile

22%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

1046%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$73,063,521

Up $13,277,219 (+22%) from 2016

Net Assets

Up

$73,063,521

Up $13,277,219 (+22%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin97th percentile

Revenue

Up

$16,466,422

Up $15,029,892 (+1046%) from 2016

Expenses

Up

$2,708,040

Up $422,819 (+19%) from 2016

Net Income

Up

$13,758,382

Up $14,607,073 (+1721%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2010: $68,889,077Liabilities 2010: $0Net Assets 2010: $68,889,0772010Assets 2011: $66,504,984Liabilities 2011: $0Net Assets 2011: $66,504,9842011Assets 2012: $63,391,765Liabilities 2012: $0Net Assets 2012: $63,391,7652012Assets 2013: $61,733,964Liabilities 2013: $0Net Assets 2013: $61,733,9642013Assets 2014: $59,720,964Liabilities 2014: $0Net Assets 2014: $59,720,9642014Assets 2015: $60,643,538Liabilities 2015: $0Net Assets 2015: $60,643,5382015Assets 2016: $59,786,302Liabilities 2016: $0Net Assets 2016: $59,786,3022016Assets 2017: $73,063,521Liabilities 2017: $0Net Assets 2017: $73,063,5212017Assets 2018: $73,308,646Liabilities 2018: $0Net Assets 2018: $73,308,6462018Assets 2019: $73,199,126Liabilities 2019: $0Net Assets 2019: $73,199,1262019Assets 2020: $72,830,979Liabilities 2020: $0Net Assets 2020: $72,830,9792020Assets 2021: $73,561,343Liabilities 2021: $0Net Assets 2021: $73,561,3432021Assets 2022: $72,454,705Liabilities 2022: $0Net Assets 2022: $72,454,7052022Assets 2023: $69,910,673Liabilities 2023: $0Net Assets 2023: $69,910,6732023Assets 2024: $66,474,090Liabilities 2024: $0Net Assets 2024: $66,474,0902024

Highlighted filing

2017

Assets$73,063,521
Liabilities$0
Net Assets$73,063,521
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2010: $6,627,313Expenses 2010: $6,242,823Net Income 2010: $384,4902010Revenue 2011: $2,774,472Expenses 2011: $5,685,573Net Income 2011: -$2,911,1012011Revenue 2012: $2,600,723Expenses 2012: $5,297,472Net Income 2012: -$2,696,7492012Revenue 2013: $1,975,082Expenses 2013: $4,651,355Net Income 2013: -$2,676,2732013Revenue 2014: $2,809,504Expenses 2014: $5,029,590Net Income 2014: -$2,220,0862014Revenue 2015: $3,457,896Expenses 2015: $2,859,138Net Income 2015: $598,7582015Revenue 2016: $1,436,530Expenses 2016: $2,285,221Net Income 2016: -$848,6912016Revenue 2017: $16,466,422Expenses 2017: $2,708,040Net Income 2017: $13,758,3822017Revenue 2018: $4,054,503Expenses 2018: $3,257,191Net Income 2018: $797,3122018Revenue 2019: $2,965,278Expenses 2019: $3,253,885Net Income 2019: -$288,6072019Revenue 2020: $3,592,130Expenses 2020: $3,768,728Net Income 2020: -$176,5982020Revenue 2021: $3,628,117Expenses 2021: $3,276,989Net Income 2021: $351,1282021Revenue 2022: $2,402,134Expenses 2022: $3,497,115Net Income 2022: -$1,094,9812022Revenue 2023: $186,367Expenses 2023: $2,844,357Net Income 2023: -$2,657,9902023Revenue 2024: -$20,546Expenses 2024: $3,407,149Net Income 2024: -$3,427,6952024

Highlighted filing

2017

Revenue$16,466,422
Expenses$2,708,040
Net Income$13,758,382
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$79,361,805
Mission and Program Overview

Mission

Support institutions of higher education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$36,903,773$63,256,687▲ $26,352,914
Investments Other Securities$21,827,903$8,954,205▼ $12,873,698
Accounts Receivable-$660,015-
Cash and Non-Interest-Bearing Accounts$1,054,626$192,614▼ $862,012
Total Assets$59,786,302$73,063,521▲ $13,277,219
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$59,786,302$73,063,521▲ $13,277,219
Total Net Assets Fund Balance$59,786,302$73,063,521▲ $13,277,219
Total Liabilities and Net Assets / Fund Balance$59,786,302$73,063,521▲ $13,277,219

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$920,234--
Compensation and Service Providers
Top Officer Pay4th percentile

Board Members and Trustees

NameTitle
Corbin J Robertson JrTrustee/chairman
Roy Walter CullenTrustee/vice Chairman
Chris CraggTrustee
Christine MorenzTrustee
Curtis HuffTrustee
Dr Robert B Sloan JrTrustee
Hugh Roy MarshallTrustee
Robert ArnoldTrustee/treasurer
Jolie HowardSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$15,949,321
Other Revenue
$517,101
Change in Net Assets
$13,758,382

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,949,321
Revenue Not Reported on Financial Statements
$517,101
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$517,101
Total Revenue per Audited Statements
$15,949,321
Total Revenue per Form 990
$16,466,422
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,370,000
Other Expenses$338,040
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,370,000--$2,370,000
Fees for Service Investment Mgmnt Fees-$182,268-$182,268
Fees for Services Accounting-$48,750-$48,750
Fees for Services Management-$27,000-$27,000
Fees for Services Legal-$8,971-$8,971
Other Expenses-$7,643-$7,643
Total Functional Expenses$2,370,000$338,040$0$2,708,040

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,708,040
Expenses per Audited Statements$2,672,102
Total Expenses per Audited Statements$2,672,102
Expenses Not Reported on Financial Statements$35,938
Other Expense Adjustments$35,938
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Baylor College of MedicineHouston, TX501(c)(3)Improving Health Through Science, Scholarship and Innovation.$500,000
Houston Baptist UniversityHouston, TX501(c)(3)SUPPORT UPGRADES TO THE UNIVERSITY'S TECHNOLOGY AND COMMUNICATIONS INFRASTRUCTURE.$500,000
Southwestern UniversityGeorgetown, TX501(c)(3)SUPPORT THE COMPLETION OF THE UPGRADES TO THE UNIVERSITY'S ATHLETIC FACILITIES, SPECIFICALLY THE NEW BASEBALL LOCKER ROOM AND THE RESTORATION OF THE HISTORIC ROY & LILLIE CULLEN BUILDING$500,000
University of St ThomasHouston, TX501(c)(3)Grant to the Faith in Our Future Campaign, and Specifically the Construction of the Center for Science and Health Professionals$500,000
University of Texas Health Science CenterHouston, TX501(c)(3)SUPPORT THE UNIVERSITY'S PHYSICIAN/SCIENTIST FELLOWSHIP PROGRAM, INCLUDING THE CTHE SYMPOSIUM ON TRANSITIONAL RESEARCH$200,000
University of Texas Medical BranchGalveston, TX501(c)(3)TOWARD FOUR ENDOWED SCHOLARSHIPS IN HONOR OF UTMB'S 125TH ANNIVERSARY AND IN CONNECTION WITH THE WORKING WONDER CAMPAIGN.$100,000
William Marsh Rice UniversityHouston, TX501(c)(3)TOWARD SUPPORT OF THE RICHARD TAPIA CENTER FOR EXCELLENCE AND EQUITY'S K-12 PROGRAMMING.$70,000

International Summary

Offices
0
Employees
0
Spending
$920,234

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$920,234
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The greater houston community foundation provides services to the trust such as grants management, board meeting coordination and various administrative support.”

Form 990, Part VI, Section A, Line 4

“The trust made bylaws amendments in 2017 to update the powers and duties of the chairman.”

Form 990, Part VI, Section A, Line 8B

“The trust does not have any committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 was emailed to the board trustees prior to filing. The senior accountant and assistant controller of the greater houston community foundation initially review the 990. Upon the resolution of any questions raised by these two individuals and any changes that result from this review, the completed document is distributed to the principal officer for his review and approval prior to filing. A copy of the 990 is made available to the trustees at the first meeting following the file date.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is distributed to all trustees annually. They are asked to acknowledge receipt by returning a signed form. When discussions occur and/or votes are taken in board meetings and a member indicates a conflict of interest, such conflicts are noted in the minutes of the meeting and the member abstains from any vote taken.”

Form 990, Part VI, Section C, Line 19

“The most recent non-gaap audited financial statements, copies of the trust agreement, by-laws and conflict of interest policy may be obtained by calling the cullen trust for higher education.”

Filing and Contact Details

Filer

Filer Name
Cullen Trust for Higher Education
EIN
74-1999641
Phone
7133332200
Address
1415 LOUISIANA NO 2400, HOUSTON, TX 77002

Signing Officer

Name
Corbin J Robertson Jr
Title
Trustee/chairman
Phone
7133332200
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Corbin J Robertson Jr
Formed
1978
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
9

Preparer

Firm
Harper & Pearson Company Pc
Address
ONE RIVERWAY SUITE 1900, HOUSTON, TX 77056
Preparer
Guy T Tabor CPA
Phone
7136222310
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Book income in excess of partnership schedule k-1 income -481,163.”

Form 990, Part XII, Question 2C

“There were no changes to the oversight process or selection process during the year.”

Form 990, Part X, Line 4

“The amount reported are proceeds in transit for the complete redemption of the trust's shares in alkeon growth offshore fund ii and nineteen77 global multi strategy alpha limited”

Financial Statement Notes

PART X, LINE 2:

“The trust is exempt from federal income taxes under section 501(a) of the internal revenue code of 1986 (the "code") and is not a private foundation within the meaning of section 509(a) of the code because it is an organization described in section 509(a)(3) of the code. As of december 31, 2017, the tax years that remain subject to examination by the major tax jurisdictions under the statute of limitations are from the year 2014 forward (with limited exceptions). Tax penalties and interest, if any, would be recorded when paid and would be classified as tax expense in the statements of revenue collected, expenses paid and changes in trust corpus.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Investment income from partnerships”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Expenses from partnerships”

Raw XML AppendixShowing 400 of 614 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/Desc2SECURITY CUSTODIAL FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt035938
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt127470
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27643
IRS990/OtherExpensesGrp/TotalAmt035938
IRS990/OtherExpensesGrp/TotalAmt127470
IRS990/OtherExpensesGrp/TotalAmt27643
IRS990/OtherRevenueMiscGrp/BusinessCd0523000
IRS990/OtherRevenueMiscGrp/Desc0PARTNERSHIP INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0517101
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0517101
IRS990/OtherRevenueTotalAmt0517101
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CORBIN J ROBERTSON JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01870000
IRS990/PYInvestmentIncomeAmt01387497
IRS990/PYOtherExpensesAmt0415221
IRS990/PYOtherRevenueAmt049033
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-848691
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02285221
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01436530
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt013758382
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741233796
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1741277664
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2741400699
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0500000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1500000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2500000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SOUTHWESTERN UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UNIVERSITY OF ST THOMAS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2HOUSTON BAPTIST UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01500000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt035938
IRS990ScheduleD/ExpensesSubtotalAmt02672102
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesNotIncludedAmt035938
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0517101
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt079728
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11471062
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21918256
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt31339925
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt43225000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5920234
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MATLINPATTERSON GLOBAL OPPORTUNITIES PARTNERS II, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CARRYING VALUE IN EXCESS OF CAPITAL ACCOUNT
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MATLINPATTERSON GLOBAL OPPORTUNITIES PARTNERS III, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc3MPGOP III THRIFT AV-I, LP
IRS990ScheduleD/OtherSecuritiesGrp/Desc4BLUE MOUNTAIN CREDIT ALTERNATIVES FUND LTD.
IRS990ScheduleD/OtherSecuritiesGrp/Desc5PERUVIAN & EASTERN EUROPEAN MONETIZATION FUND LTD.
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5C
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0517101
IRS990ScheduleD/RevenueSubtotalAmt015949321
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE OF 1986 (THE "CODE") AND IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE BECAUSE IT IS AN ORGANIZATION DESCRIBED IN SECTION 509(A)(3) OF THE CODE. AS OF DECEMBER 31, 2017, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITATIONS ARE FROM THE YEAR 2014 FORWARD (WITH LIMITED EXCEPTIONS). TAX PENALTIES AND INTEREST, IF ANY, WOULD BE RECORDED WHEN PAID AND WOULD BE CLASSIFIED AS TAX EXPENSE IN THE STATEMENTS OF REVENUE COLLECTED, EXPENSES PAID AND CHANGES IN TRUST CORPUS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT INCOME FROM PARTNERSHIPS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2EXPENSES FROM PARTNERSHIPS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt08954205
IRS990ScheduleD/TotalExpensesPerForm990Amt02708040
IRS990ScheduleD/TotalRevenuePerForm990Amt016466422
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt015949321
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02672102
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0920234
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENTS
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd01
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0920234
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0920234
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0500000
IRS990ScheduleI/RecipientTable/CashGrantAmt1500000
IRS990ScheduleI/RecipientTable/CashGrantAmt2500000
IRS990ScheduleI/RecipientTable/CashGrantAmt3200000
IRS990ScheduleI/RecipientTable/CashGrantAmt4500000
IRS990ScheduleI/RecipientTable/CashGrantAmt570000
IRS990ScheduleI/RecipientTable/CashGrantAmt6100000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT THE COMPLETION OF THE UPGRADES TO THE UNIVERSITY'S ATHLETIC FACILITIES, SPECIFICALLY THE NEW BASEBALL LOCKER ROOM AND THE RESTORATION OF THE HISTORIC ROY & LILLIE CULLEN BUILDING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT UPGRADES TO THE UNIVERSITY'S TECHNOLOGY AND COMMUNICATIONS INFRASTRUCTURE.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2IMPROVING HEALTH THROUGH SCIENCE, SCHOLARSHIP AND INNOVATION.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SUPPORT THE UNIVERSITY'S PHYSICIAN/SCIENTIST FELLOWSHIP PROGRAM, INCLUDING THE CTHE SYMPOSIUM ON TRANSITIONAL RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GRANT TO THE FAITH IN OUR FUTURE CAMPAIGN, AND SPECIFICALLY THE CONSTRUCTION OF THE CENTER FOR SCIENCE AND HEALTH PROFESSIONALS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5TOWARD SUPPORT OF THE RICHARD TAPIA CENTER FOR EXCELLENCE AND EQUITY'S K-12 PROGRAMMING.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6TOWARD FOUR ENDOWED SCHOLARSHIPS IN HONOR OF UTMB'S 125TH ANNIVERSARY AND IN CONNECTION WITH THE WORKING WONDER CAMPAIGN.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SOUTHWESTERN UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HOUSTON BAPTIST UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2BAYLOR COLLEGE OF MEDICINE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF ST THOMAS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5WILLIAM MARSH RICE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6UNIVERSITY OF TEXAS MEDICAL BRANCH
IRS990ScheduleI/RecipientTable/RecipientEIN0741233796
IRS990ScheduleI/RecipientTable/RecipientEIN1741400699
IRS990ScheduleI/RecipientTable/RecipientEIN2741613878
IRS990ScheduleI/RecipientTable/RecipientEIN3741761309
IRS990ScheduleI/RecipientTable/RecipientEIN4741277664
IRS990ScheduleI/RecipientTable/RecipientEIN5741109620
IRS990ScheduleI/RecipientTable/RecipientEIN6746000949
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 770
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt17502 FONDREN ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2ONE BAYLOR PLAZA
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 1321
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt43800 MONTROSE BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO BOX 1892 MS 81
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6301 UNIVERSITY BOULEVARD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GEORGETOWN
IRS990ScheduleI/RecipientTable/USAddress/CityNm1HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm3HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm4HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm5HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm6GALVESTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd078627
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd177074
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd277030

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,063,521
Liabilities
$0
Net assets
$73,063,521
Revenue
$16,466,422
Expenses
$2,708,040
Net income
$13,758,382
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.5$0.00$66.5$0.02$3.41$3.43
2023Detailed filing. Detailed filing data is available for this year.$69.9$0.00$69.9$0.19$2.84$2.66
2022Detailed filing. Detailed filing data is available for this year.$72.5$0.00$72.5$2.40$3.50$1.09
2021Detailed filing. Detailed filing data is available for this year.$73.6$0.00$73.6$3.63$3.28$0.35
2020Detailed filing. Detailed filing data is available for this year.$72.8$0.00$72.8$3.59$3.77$0.18
2019Detailed filing. Detailed filing data is available for this year.$73.2$0.00$73.2$2.97$3.25$0.29
2018Detailed filing. Detailed filing data is available for this year.$73.3$0.00$73.3$4.05$3.26$0.80
2017Detailed filing. Detailed filing data is available for this year.$73.1$0.00$73.1$16.5$2.71$13.8
2016Summary only. Only limited summary data is available for this year.$59.8$0.00$59.8$1.44$2.29$0.85
2015Summary only. Only limited summary data is available for this year.$60.6$0.00$60.6$3.46$2.86$0.60
2014Summary only. Only limited summary data is available for this year.$59.7$0.00$59.7$2.81$5.03$2.22
2013Summary only. Only limited summary data is available for this year.$61.7$0.00$61.7$1.98$4.65$2.68
2012Summary only. Only limited summary data is available for this year.$63.4$0.00$63.4$2.60$5.30$2.70
2011Summary only. Only limited summary data is available for this year.$66.5$0.00$66.5$2.77$5.69$2.91
2010Summary only. Only limited summary data is available for this year.$68.9$0.00$68.9$6.63$6.24$0.38