GREATER TEXAS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GREATER TEXAS FOUNDATION (EIN 74-2158821)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202403189349104070
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T19:16:59-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 W NATIONWIDE BLVD STE 500 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742158821 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER TEXAS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREA | BusinessNameControlTxt |
| Phone | 9797796100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6100 FOUNDATION PLACE DRIVE | AddressLine1Txt |
| City | BRYAN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE MCMILLIN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 9797796100 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MOLLIE P LONGHOUSE | PreparerPersonNm |
| PTIN | P00294881 | PTIN |
| Phone | 6142492300 | PhoneNum |
| Preparation | 2024-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $286,818,778 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,288,894 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,288,894 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $729,209 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,088,356 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,059,917 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,379,261 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,579,390 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,397,364 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,928,201 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $661,082 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $56,451 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $604,631 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $968,762 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $166,084 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $794,064 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $339,560 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $33,956 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $305,604 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $88,220 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,892 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $83,328 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $284,014 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $71,004 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $55,574 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $938,852 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $510,005 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $428,094 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $21,529 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,153 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $19,376 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $754,604 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $163,651 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $185,232 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $18,523 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $171,976 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $151,329 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,445 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $148,443 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $20,949 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $2,095 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $18,854 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $191,878 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,187 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $172,690 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,769,662 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $888,795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,802,634 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,001,566 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,935,216 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,771,228 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $888,795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,737,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,373,864 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,039,406 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,191,874 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,548,165 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,548,165 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $51,029 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $126,748 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $126,748 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $107,693,932 | CorporateStockBOYAmt |
| Corporate Stock EOY | $124,119,706 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $124,119,706 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $135,287,719 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $148,289,963 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $148,289,963 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,045,901 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,160,032 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,971,246 | LandBOYAmt |
| Land EOY | $6,885,869 | LandEOYAmt |
| Land EOYFMV | $7,429,670 | LandEOYFMVAmt |
| Other Assets BOY | $9,056,059 | OtherAssetsBOYAmt |
| Other Assets EOY | $304,526 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $304,526 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $263,251,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $286,274,977 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $286,818,778 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $958,004 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,433,040 | AccountsPayableEOYAmt |
| Grants Payable BOY | $27,040,352 | GrantsPayableBOYAmt |
| Grants Payable EOY | $22,351,413 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $944,024 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $95,327 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $28,942,380 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,879,780 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $234,309,479 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $262,395,197 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $234,309,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $262,395,197 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $263,251,859 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $286,274,977 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $234,309,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,373,864 | ExcessRevenueOverExpensesAmt |
| Other Increases | $29,459,582 | OtherIncreasesAmt |
| Subtotal | $262,395,197 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $262,395,197 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| REALIZED GAIN ON SECURITIES | P | 2022-01-01 | 2023-12-31 | $3,088,356 | $2,359,147 | $729,209 | $729,209 |
| REALIZED GAIN FROM FLOW-THROUGHS | P | 2022-01-01 | 2023-12-31 | $1,330,708 | $1,330,708 | $1,330,708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,059,917 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $97,848 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $97,848 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $97,848 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $126,361 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $201,361 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $103,513 | OverpaymentAmt |
| Applied To ES Tax | $103,513 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GREATERTEXASFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMBER BASS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9797796100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6100 FOUNDATION PLACE DRIVE | AddressLine1Txt |
| City | BRYAN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | EI | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MR RALPH RUSHING | ||||||||
| 6100 FOUNDATION PLACE DRIVE | BRYAN | TX | 77807 | CHAIRMAN | 6.45 | $41,000 | $0 | $0 |
| DR SAMUEL GILLESPIE | ||||||||
| 6100 FOUNDATION PLACE DRIVE | BRYAN | TX | 77807 | VICE CHAIRMAN | 4.57 | $37,000 | $0 | $0 |
| MR BILL YOUNGKIN | ||||||||
| 6100 FOUNDATION PLACE DRIVE | BRYAN | TX | 77807 | SECRETARY | 0.87 | $37,000 | $0 | $0 |
| DR JOHN MOSS | ||||||||
| 6100 FOUNDATION PLACE DRIVE | BRYAN | TX | 77807 | DIRECTOR | 2.49 | $33,917 | $0 | $0 |
| MRS JUDY N HOLT | ||||||||
| 6100 FOUNDATION PLACE DRIVE | BRYAN | TX | 77807 | DIRECTOR | 0.63 | $33,000 | $0 | $0 |
| MR AD JAMES JR | ||||||||
| 6100 FOUNDATION PLACE DRIVE | BRYAN | TX | 77807 | DIRECTOR | 2.09 | $33,000 | $0 | $0 |
| DR TERRY JONES | ||||||||
| 6100 FOUNDATION PLACE DRIVE | BRYAN | TX | 77807 | DIRECTOR | 1.17 | $33,000 | $0 | $0 |
| DR ALONZO SOSA | ||||||||
| 6100 FOUNDATION PLACE DRIVE | BRYAN | TX | 77807 | DIRECTOR | 1.64 | $37,000 | $0 | $0 |
| DR DONALD THOMPSON | ||||||||
| 6100 FOUNDATION PLACE DRIVE | BRYAN | TX | 77807 | DIRECTOR | 2.45 | $37,000 | $0 | $0 |
| MS SUE MCMILLIN | ||||||||
| 6100 FOUNDATION PLACE DRIVE | BRYAN | TX | 77807 | PRESIDENT/CEO | 40.00 | $339,165 | $33,917 | $600 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LESLIE GURROLA | ||||||||
| 6100 FOUNDATION PLACE DRIVE | BRYAN | TX | 77807 | DIR. OF PROGRAMS & S | 40.00 | $180,211 | $18,021 | $600 |
| AMBER BASS | ||||||||
| 6100 FOUNDATION PLACE DRIVE | BRYAN | TX | 77807 | CFO | 32.00 | $173,020 | $17,302 | $600 |
| CAROL MILLER | ||||||||
| 6100 FOUNDATION PLACE DRIVE | BRYAN | TX | 77807 | DIR. OF GRANTS MANAG | 40.00 | $167,200 | $16,720 | $600 |
| ANDREA ROBLEDO | ||||||||
| 6100 FOUNDATION PLACE DRIVE | BRYAN | TX | 77807 | PROGRAMS & STRATEGY | 40.00 | $99,750 | $9,975 | $600 |
| CHRIS WOODRUFF | ||||||||
| 6100 FOUNDATION PLACE DRIVE | BRYAN | TX | 77807 | SENIOR GRANTS MGMT A | 40.00 | $90,725 | $9,072 | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRODIGY ASSET MANAGEMENT LLC | |||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 680107520 | INVESTMENT MANAGER | $508,174 |
| KPMG LLP | |||||
| PO BOX 120001 | DALLAS | TX | 75312 | AUDIT & TAX | $208,898 |
| PAIGE BOOTH | |||||
| 2502A WILSON ST | AUSTIN | TX | 78704 | MARKETING & COMMUNICATION SCVS | $95,995 |
| LARRY HOLT | |||||
| 1707 BROADMOOR STE 103 | BRYAN | TX | 77802 | LEGAL | $60,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $114,838,331 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,746,396 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $151,298,989 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $274,883,716 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $274,883,716 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,123,256 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $270,760,460 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,538,023 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,538,023 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $97,848 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $97,848 | TotalTaxAmt |
| Distributable Before Adj | $13,440,175 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $244,711 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,684,886 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,684,886 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,737,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $78,724 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $12,816,574 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,684,886 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $128,554 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,816,574 | QualifyingDistributionsAmt |
| Applied To Year1 | $128,554 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,688,020 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $996,866 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEVING THE DREAM INC | |||||||
| 8484 GEORGIA AVENUE SUITE 500 | SILVER SPRING | MD | 20910 | NONE | PC | TO SUPPORT TWO TEXAS COMMUNITY COLLEGES IN ADVANCING THEIR RACIAL EQUITY GOALS. | $64,503 |
| ALAMO COLLEGES FOUNDATION INC | |||||||
| 2222 N ALAMO ST | SAN ANTONIO | TX | 78215 | NONE | PC | TO SUPPORT RURAL COMMUNITY COLLEGES IN THE 2024 COMMUNITY COLLEGE FUTURES ASSEMBLY. | $3,600 |
| AMARILLO JUNIOR COLLEGE DISTRICT | |||||||
| PO BOX 447 | AMARILLO | TX | 79178 | NONE | GOV | TO SUPPORT AMARILLO COLLEGE AND AMARILLO ISD IN CREATING DATA SYSTEMS TO INCREASE STUDENT SUCCESS. | $3,854 |
| AUSTIN COMMUNITY COLLEGE DISTRICT | |||||||
| 5930 MIDDLE FISKVILLE RD | AUSTIN | TX | 78752 | NONE | GOV | TO SUPPORT A COLLABORATION BETWEEN THE DIGITAL HIGHER EDUCATION CONSORTIUM OF TEXAS AND THE COMPANY ACADEUM TO ASSIST COLLEGES ACROSS TEXAS. | $150,000 |
| AUSTIN PARTNERS IN EDUCATION | |||||||
| PO BOX 6118 | AUSTIN | TX | 78762 | NONE | PC | TO SUPPORT THE DESIGN OF A MODEL FOR THE SUCCESSFUL EXECUTION OF CAREER LAUNCH/P-TECH PROGRAMS. | $75,000 |
| BAYLOR UNIVERSITY | |||||||
| 1 BEAR PL UNIT 97301 | WACO | TX | 76798 | NONE | PC | TO SUPPORT SCHOLARSHIPS AT BAYLOR UNIVERSITY COLLEGE OF LAW. | $7,500 |
| BIG THOUGHT | |||||||
| 1409 BOTHAM JEAN BLVD SUITE 1015 | DALLAS | TX | 75215 | NONE | PC | TO SUPPORT DALLAS COUNTY PROMISE BY PROVIDING HIGH SCHOOL SENIORS WITH MENTORS TO SUPPORT COLLEGE PERSISTENCE. | $32,500 |
| BLINN COLLEGE | |||||||
| 902 COLLEGE AVENUE | BRENHAM | TX | 77833 | NONE | GOV | TO SUPPORT RURAL SCHOOL DISTRICTS IN SOUTH CENTRAL TEXAS TO INCREASE COMPLETION OF HIGH SCHOOL DUAL CREDIT CLASSES AND TO CREATE A SEAMLESS TRANSITION TO POST-SECONDARY STUDY. | $235,705 |
| BRIDGEYEAR | |||||||
| 3414 EASTSIDE ST | HOUSTON | TX | 77098 | NONE | PC | TO SUPPORT A COHORT OF 50 STUDENTS TO OBTAIN INDUSTRY-RECOGNIZED CREDENTIALS. | $79,198 |
| CENTERS FOR APPLIED SCIENCE & TECHNOLOGY (CAST) SCHOOLS | |||||||
| 200 E BASSE ROAD STE 201 | SAN ANTONIO | TX | 78209 | NONE | PC | TO SUPPORT THE DEVELOPMENT OF AN EMBEDDED, 4-YEAR ADVISING MODEL. | $64,349 |
| CITIZENS FOR EDUCATIONAL EXCELLENCE INC | |||||||
| PO BOX 261125 | CORPUS CHRISTI | TX | 78426 | NONE | PC | TO SUPPORT UPSKILL COASTAL BEND PARTNERSHIP TO PROVIDE RURAL RESIDENTS WITH GREATER ACCESS TO EDUCATION AND CAREER OPPORTUNITIES. | $65,000 |
| COLLEGIATE EDU-NATION | |||||||
| PO BOX 516 | ROSCOE | TX | 79545 | NONE | PC | TO SUPPORT INCREASED ATTAINMENT OF POST-SECONDARY OUTCOMES FOR RURAL STUDENTS ACROSS THE STATE OF TEXAS. | $429,226 |
| COMMIT2DALLAS | |||||||
| 3000 PEGASUS PARK DRIVE SUITE 900 | DALLAS | TX | 75247 | NONE | PC | TO SUPPORT DEVELOPMENT OF A REPEATABLE, AFFORDABLE, AND SCALABLE PROMISE MODEL FOR RURAL TEXAS. | $817,800 |
| COMMUNITIES FOUNDATION OF TEXAS INC | |||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | NONE | PC | TO SUPPORT RGV FOCUS'S COLLECTIVE IMPACT APPROACH TO SERVE ALL RGV LEARNERS TOWARD COMPLETION OF A DEGREE OR CREDENTIAL. | $250,000 |
| COMMUNITIES FOUNDATION OF TEXAS INC | |||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | NONE | PC | TO SUPPORT TXCAN'S WORK, MOVING FROM COALITION BUILDING TO COLLECTIVE ACTION AROUND PROMISING COLLEGE ACCESS PRACTICES. | $434,800 |
| COMMUNITY FOUNDATION OF THE BRAZOS VALLEY | |||||||
| 1733 BRIARCREST DR SUITE 209 | BRYAN | TX | 77802 | NONE | PC | TO SUPPORT EDUCATION FOUNDATIONS FROM EIGHT BRAZOS VALLEY INDEPENDENT SCHOOL DISTRICTS. | $40,000 |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA STREET STE 240 | LOS ANGELES | CA | 90012 | NONE | PC | TO SUPPORT TWO SCHOLARSHIPS FOR FORMALLY INCARCERATED STUDENTS TO ATTEND THE 2023 NATIONAL CONFERENCE FOR HIGHER EDUCATION IN PRISON (NCHEP), HOSTED BY THE ALLIANCE FOR HIGHER EDUCATION IN PRISON IN ATLANTA, NOVEMBER 9-11, 2023. | $2,500 |
| COUNCIL ON FOUNDATIONS INC | |||||||
| 1255 23RD STREET NW SUITE 200 | WASHINGTON | DC | 20037 | NONE | PC | TO SUPPORT THE FOUNDATION'S 2024 MEMBERSHIP. | $14,000 |
| E3 ALLIANCE | |||||||
| 5930 MIDDLE FISKVILLE ROAD 507 | AUSTIN | TX | 78752 | NONE | PC | TO SUPPORT EFFORTS TO PROVIDE EQUITABLE ACCESS TO ACCELERATED MATH COURSES FOR STUDENTS. | $131,595 |
| E3 ALLIANCE | |||||||
| 5930 MIDDLE FISKVILLE ROAD 507 | AUSTIN | TX | 78752 | NONE | PC | TO SUPPORT TEXAS ENGLISH LEARNER STUDENTS. | $35,153 |
| E3 ALLIANCE | |||||||
| 5930 MIDDLE FISKVILLE ROAD 507 | AUSTIN | TX | 78752 | NONE | PC | TO SUPPORT E3 ALLIANCE'S RELEASE OF THE BLUEPRINT FOR EDUCATIONAL CHANGE. | $2,500 |
| ECONOMIC MOBILITY SYSTEMS | |||||||
| 3000 PEGASUS PARK DRIVE SUITE 900 | DALLAS | TX | 75247 | NONE | PC | TO SUPPORT THE EXPANSION OF RURAL REGIONAL TALENT NETWORKS (R-RTN). | $167,379 |
| EMPOWER SCHOOLS INC | |||||||
| 9 MENLO STREET | BRIGHTON | MA | 02135 | NONE | PC | TO SUPPORT A PILOT PROJECT IN THE PERMIAN BASIN TO EXPAND OPPORTUNITIES FOR UNDERSERVED STUDENTS. | $104,000 |
| EXCELENCIA IN EDUCATION INC | |||||||
| 1156 15TH ST NW SUITE 1001 | WASHINGTON | DC | 20005 | NONE | PC | TO SUPPORT THE LATINO STUDENT SUCCESS (LSS) FUNDERS GROUP. | $5,000 |
| FOUNDATION COMMUNITIES | |||||||
| 3000 S IH 35 SUITE 300 | AUSTIN | TX | 78704 | NONE | PC | TO SUPPORT TRANSFER, TRANSITION, AND ADVISING THROUGHOUT AUSTIN AND THE CENTRAL TEXAS REGION. | $20,834 |
| GALVESTON COLLEGE | |||||||
| 4015 AVENUE Q | GALVESTON | TX | 77550 | NONE | GOV | TO SUPPORT EMERGENCY AID FUNDING AND TECHNICAL ASSISTANCE. | $17,500 |
| GENESYS WORKS HOUSTON | |||||||
| 3100 MAIN STREET SUITE 702 | HOUSTON | TX | 77002 | NONE | PC | TO PROVIDE SKILLS TRAINING AND POSTSECONDARY CREDENTIALING FOR YOUNG ADULTS. | $86,170 |
| GRANTMAKERS FOR EDUCATION | |||||||
| 400 SE 103RD DR 33348 | PORTLAND | OR | 97216 | NONE | PC | TO SUPPORT THE FOUNDATION'S 2023 MEMBERSHIP DUES TO GRANTMAKERS FOR EDUCATION. | $3,700 |
| HENDERSON COUNTY UNITED WAY | |||||||
| 205 WILLOWBROOK DRIVE | ATHENS | TX | 75751 | NONE | PC | TO SUPPORT FOR HENDERSON COUNTY UNITED WAY (HCUW) DOLLARS FOR COLLEGE SAVINGS PROGRAM. | $10,000 |
| HOWARD PAYNE UNIVERSITY | |||||||
| 1000 FISK AVE | BROWNWOOD | TX | 768012715 | NONE | PC | TO SUPPORT SCHOLARSHIPS AT HOWARD PAYNE UNIVERSITY. | $15,000 |
| INSTITUTE FOR EVIDENCE-BASED CHANGE | |||||||
| 3711 LONG BEACH BLVD SUITE 5033 | LONG BEACH | CA | 90807 | NONE | PC | TO SUPPORT CARING CAMPUS AT COMMUNITY COLLEGES IN TEXAS. | $275,000 |
| INSTRUCTION PARTNERS | |||||||
| 604 GALLATIN AVENUE SUITE 202 | NASHVILLE | TN | 37206 | NONE | PC | TO SUPPORT INSTRUCTIONAL LEADERSHIP FOR MATH IN BROWNSVILLE ISD. | $100,000 |
| JOBS FOR THE FUTURE INC | |||||||
| 50 MILK STREET 17TH FLOOR | BOSTON | MA | 02109 | NONE | PC | TO SUPPORT TEXAS REENGAGEMENT SCHOOLS AND ANALYSIS OF FUNDING STREAMS TO SUPPORT BACK ON TRACK PATHWAYS IN THREE REGIONS. | $20,000 |
| LEE COLLEGE FOUNDATION INC | |||||||
| PO BOX 27459 | HOUSTON | TX | 772277459 | NONE | PC | TO SUPPORT PERSONAL GROWTH AND ACADEMIC ACHIEVEMENT OF THOSE AT LUCILE PLANE STATE JAIL. | $44,800 |
| MCLENNAN COMMUNITY COLLEGE FOUNDATION | |||||||
| 1400 COLLEGE DRIVE | WACO | TX | 76708 | NONE | PC | TO SUPPORT EMERGENCY AID FUNDING AND TECHNICAL ASSISTANCE. | $17,500 |
| NATIONAL COLLEGE ATTAINMENT NETWORK | |||||||
| 800 17TH STREET NW SUITE 630 | WASHINGTON | DC | 20006 | NONE | PC | TO SUPPORT A RURAL LEARNING TRACK AT NCAN'S ANNUAL CONFERENCE TO BE HELD IN DALLAS, TX ON OCTOBER 16-18, 2023. | $34,000 |
| NEW CLASSROOMS INNOVATION PARTNERS INC | |||||||
| 344 GROVE STREET 65400 | JERSEY CITY | NJ | 07302 | NONE | PC | TO SUPPORT INDIVIDUALIZED MATH LEARNING FOR 1,650 STUDENTS IN DALLAS AND FORT WORTH FOR TWO ACADEMIC YEARS. | $20,000 |
| NORTH CENTRAL TEXAS COLLEGE FOUNDATION INC | |||||||
| 1525 WEST CALIFORNIA STREET | GAINESVILLE | TX | 76240 | NONE | PC | TO SUPPORT EMERGENCY AID FUNDING AND TECHNICAL ASSISTANCE. | $17,500 |
| NORTH HARRIS MONTGOMERY COMMUNITY COLLEGE DISTRICT FOUNDATION | |||||||
| 5000 RESEARCH FOREST DRIVE | THE WOODLANDS | TX | 77381 | NONE | SO I | TO SUPPORT SCHOLARSHIPS FOR ECONOMICALLY DISADVANTAGED STUDENTS FOR DUAL CREDIT CTE PROGRAMS. | $75,000 |
| NORTHEAST TEXAS COMMUNITY COLLEGE FOUNDATION INC | |||||||
| PO BOX 1307 | PLEASANT | TX | 75456 | NONE | PC | TO SUPPORT THE EXPANSION OF THE WORK4COLLEGE PROGRAM. | $11,380 |
| P16PLUS COUNCIL OF GREATER BEXAR COUNTY FOUNDATION INC | |||||||
| 11103 WEST AVE STE 2101 | SAN ANTONIO | TX | 78213 | NONE | PC | TO SUPPORT THE EQUITABLE ENROLLMENT COLLABORATIVE. | $70,000 |
| PANOLA COLLEGE | |||||||
| 1109 W PANOLA ST | CARTHAGE | TX | 75633 | NONE | PC | TO SUPPORT EMERGENCY AID FUNDING AND TECHNICAL ASSISTANCE. | $17,500 |
| PEAK GRANTMAKING INC | |||||||
| 1701 PENNSYLVANIA AVE NW SUITE 200 | WASHINGTON | DC | 20006 | NONE | PC | THIS GRANT SUPPORTS THE FOUNDATION'S 2023 MEMBERSHIP IN PEAK GRANTMAKING. | $2,250 |
| REGION 5 EDUCATION SERVICE CENTER | |||||||
| 350 PINE STREET SUITE 500 | BEAUMONT | TX | 77701 | NONE | PC | TO SUPPORT EDUCATIONAL AND CAREER SERVICES FOR YOUNG ADULTS. | $10,000 |
| SAM HOUSTON STATE UNIVERSITY | |||||||
| 1905 UNIVERSITY AVENUE | HUNTSVILLE | TX | 77340 | NONE | GOV | TO SUPPORT THE ELITE AND EVOLVE PROGRAMS AT SAM HOUSTON STATE UNIVERSITY. | $50,000 |
| SHANNON MEDICAL CENTER | |||||||
| 120 E HARRIS AVE | SAN ANGELO | TX | 76903 | NONE | PC | TO SUPPORT HEALTHCARE EDUCATION AND TRAINING IN THE SAN ANGELO REGION WITH VIRTUAL REALITY TECHNOLOGY. | $156,125 |
| SOUTHWESTERN UNIVERSITY | |||||||
| 1001 E UNIVERSITY DR | GEORGETOWN | TX | 78626 | NONE | PC | TO SUPPORT SCHOLARSHIPS AT SOUTHWESTERN UNIVERSITY. | $750 |
| SOUTHWESTERN UNIVERSITY | |||||||
| 1001 E UNIVERSITY DR | GEORGETOWN | TX | 78626 | NONE | PC | TO SUPPORT SCHOLARSHIPS AT SOUTHWESTERN UNIVERSITY. | $1,500 |
| STEPHEN F AUSTIN STATE UNIVERSITY | |||||||
| PO BOX 13024 | NACOGDOCHES | TX | 75962 | NONE | GOV | TO SUPPORT SCHOLARSHIPS AT STEPHEN F. AUSTIN STATE UNIVERSITY. | $7,500 |
| STEPHEN F AUSTIN STATE UNIVERSITY | |||||||
| PO BOX 13024 | NACOGDOCHES | TX | 75962 | NONE | GOV | TO SUPPORT SCHOLARSHIPS AT STEPHEN F. AUSTIN STATE UNIVERSITY. | $7,500 |
| STRADA COLLABORATIVE INC | |||||||
| 10 W MARKET STREET SUITE 1100 | INDIANAPOLIS | IN | 46204 | NONE | PC | TO SUPPORT FOUR TEXAS INSTITUTIONS IMPLEMENT IMPROVEMENTS IDENTIFIED DURING THE LATINO ADULT STUDENT SUCCESS ACADEMY. | $171,994 |
| TARLETON STATE UNIVERSITY | |||||||
| 1313 W WASHINGTON | STEPHENVILLE | TX | 76402 | NONE | GOV | TO SUPPORT META-MAJORS AND OTHER COMPONENTS WITH DEMONSTRATED POSITIVE RESULTS FOR STUDENT SUCCESS. | $150,000 |
| TEACH FOR AMERICA INC | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | TO SUPPORT TEACH FOR AMERICA'S INVESTMENT TO EVOLVE AND OPTIMIZE THEIR MATH TEACHER TRAINING AND SUPPORT PROGRAM. | $104,167 |
| TEXAS A&M FOUNDATION | |||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | PC | TO SUPPORT THE CAPABILITIES OF RURAL SCHOOL DISTRICTS TO PROVIDE COLLEGE ACCESS ADVISING. | $220,892 |
| TEXAS A&M FOUNDATION | |||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | PC | TO SUPPORT LOW-INCOME, FIRST-GENERATION YOUTH TO PARTICIPATE IN ACADEMIC SUMMER CAMPS AT TAMU. | $10,000 |
| TEXAS A&M FOUNDATION | |||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | PC | TO SUPPORT SCHOLARSHIPS AT TEXAS A&M UNIVERSITY. | $15,000 |
| TEXAS A&M FOUNDATION | |||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | PC | TO SUPPORT A COLLEGE AND CAREER ADVISING COMMUNITY EVENT HOSTED BY ADVISE TEXAS. | $8,000 |
| TEXAS A&M FOUNDATION | |||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | PC | TO SUPPORT SCHOLARSHIPS FOR THE AGGIE ACHIEVE PROGRAM AT TEXAS A&M UNIVERSITY. | $750 |
| TEXAS A&M SAN ANTONIO FOUNDATION | |||||||
| ONE UNIVERSITY WAY | SAN ANTONIO | TX | 78224 | NONE | PC | TO SUPPORT THE GTF SCHOLARS PROGRAM. | $115,000 |
| TEXAS A&M UNIVERSITY | |||||||
| 1270 TAMU | COLLEGE STATION | TX | 77843 | NONE | GOV | A SCHOLARSHIP AND RETENTION PROGRAM FOR EARLY COLLEGE HIGH SCHOOL GRADUATES. | $102,000 |
| TEXAS A&M UNIVERSITY | |||||||
| 1270 TAMU | COLLEGE STATION | TX | 77843 | NONE | GOV | TO SUPPORT OPPORTUNITIES FOR HIGH SCHOOL STUDENTS TO COMPLETE A CTE PUBLIC SERVICE ENDORSEMENT. | $80,000 |
| TEXAS A&M UNIVERSITY | |||||||
| 1270 TAMU | COLLEGE STATION | TX | 77843 | NONE | GOV | TO SUPPORT THE PLACEMENT OF RECENT COLLEGE GRADUATES AT FOUR HIGH SCHOOLS TO SERVE AS COLLEGE ADVISERS. | $180,000 |
| TEXAS A&M UNIVERSITY | |||||||
| 1270 TAMU | COLLEGE STATION | TX | 77843 | NONE | GOV | A SCHOLARSHIP AND RETENTION PROGRAM FOR EARLY COLLEGE HIGH SCHOOL GRADUATES. | $51,000 |
| TEXAS A&M UNIVERSITY | |||||||
| 1270 TAMU | COLLEGE STATION | TX | 77843 | NONE | GOV | TO SUPPORT THE GTF SCHOLARS PROGRAM. | $125,000 |
| TEXAS A&M UNIVERSITY-CENTRAL TEXAS | |||||||
| 1001 LEADERSHIP PLACE | KILLEEN | TX | 76549 | NONE | GOV | TO SUPPORT THE GTF SCHOLARS PROGRAM. | $125,000 |
| TEXAS A&M UNIVERSITY-COMMERCE FOUNDATION | |||||||
| PO BOX 3425 | COMMERCE | TX | 754293425 | NONE | PC | TO SUPPORT INCREASED BACHELOR'S DEGREE COMPLETION BY IMPLEMENTING COMPETENCY-BASED EDUCATION. | $120,404 |
| TEXAS A&M UNIVERSITY-CORPUS CHRISTI | |||||||
| 6300 OCEAN DRIVE UNIT 5741 | CORPUS CHRISTI | TX | 78412 | NONE | GOV | TO SUPPORT THE GTF SCHOLARS PROGRAM. | $125,000 |
| TEXAS A&M UNIVERSITY-KINGSVILLE | |||||||
| 700 UNIVERSITY BLVD MSC 210 | KINGSVILLE | TX | 78363 | NONE | GOV | TO SUPPORT STUDENT ENGAGEMENT AND RETENTION OF UNDERGRADUATES. | $60,000 |
| TEXAS A&M UNIVERSITY-SAN ANTONIO | |||||||
| ONE UNIVERSITY WAY | SAN ANTONIO | TX | 78224 | NONE | GOV | A SCHOLARSHIP AND RETENTION PROGRAM FOR EARLY COLLEGE HIGH SCHOOL GRADUATES. | $84,188 |
| TEXAS A&M UNIVERSITY-TEXARKANA | |||||||
| 7101 UNIVERSITY AVENUE | TEXARKANA | TX | 75503 | NONE | GOV | TO SUPPORT PROGRAMS FOR ACADEMIC AND PERSONAL SUCCESS FOR WOMEN AND MEN OF COLOR. | $72,276 |
| TEXAS CENTER FOR CHILD AND FAMILY STUDIES | |||||||
| 409 W 13TH STREET | AUSTIN | TX | 78701 | NONE | SO I | TO SUPPORT EDUCATION AND NETWORKING INITIATIVES THAT IMPROVE POST-SECONDARY EDUCATION SUCCESS FOR STUDENTS WITH EXPERIENCE IN FOSTER CARE. | $40,000 |
| TEXAS COMMUNITY COLLEGE EDUCATION INITIATIVE | |||||||
| 1304 SAN ANTONIO STREET | AUSTIN | TX | 78701 | NONE | PC | TO SUPPORT ACTIVITIES DEDICATED TO COMMUNITY COLLEGE STUDENT SUCCESS. | $600,000 |
| TEXAS HIGHER EDUCATION FOUNDATION | |||||||
| 1801 CONGRESS SUITE 12200 | AUSTIN | TX | 78701 | NONE | SO I | TO SUPPORT DESIGN OF THE FRAMEWORK FOR AN INSTITUTIONAL COLLABORATION CENTER. | $225,000 |
| TEXAS HIGHER EDUCATION FOUNDATION | |||||||
| 1801 CONGRESS SUITE 12200 | AUSTIN | TX | 78701 | NONE | SO I | TO SUPPORT THE 2023 TEXAS HIGHER EDUCATION LEADERSHIP CONFERENCE HOSTED BY THE TEXAS HIGHER EDUCATION COORDINATING BOARD. | $5,000 |
| TEXAS HIGHER EDUCATION FOUNDATION | |||||||
| 1801 CONGRESS SUITE 12200 | AUSTIN | TX | 78701 | NONE | SO I | TO SUPPORT IMPLEMENTATION PLANS AND INTERNAL STAFF CAPACITY FOR THE TEXAS HIGHER EDUCATION COORDINATING BOARD'S STRATEGY, BUILDING A TALENT STRONG TEXAS. | $95,000 |
| TEXAS SOUTHMOST COLLEGE | |||||||
| 80 FORT BROWN | BROWNSVILLE | TX | 78520 | NONE | GOV | TO SUPPORT EMERGENCY AID FUNDING AND TECHNICAL ASSISTANCE. | $17,500 |
| TEXAS STATE UNIVERSITY | |||||||
| 601 UNIVERSITY DRIVE | SAN MARCOS | TX | 78666 | NONE | GOV | TO SUPPORT RESEARCH ON IMPROVING HIGHER EDUCATION OUTCOMES OF YOUTH FORMERLY IN FOSTER CARE. | $8,580 |
| TEXAS STATE UNIVERSITY | |||||||
| 601 UNIVERSITY DRIVE | SAN MARCOS | TX | 78666 | NONE | GOV | TO SUPPORT RESEARCH ON THE EFFECTS OF LEARNING FRAMEWORKS COURSES ON STUDENT SUCCESS. | $100,000 |
| TEXAS STATE UNIVERSITY DEVELOPMENT FOUNDATION | |||||||
| 601 UNIVERSITY DR | SAN MARCOS | TX | 786664685 | NONE | PC | TO SUPPORT SCHOLARSHIPS AT TEXAS STATE UNIVERSITY. | $15,000 |
| TEXAS TRIBUNE INC | |||||||
| 919 CONGRESS AVENUE SIXTH FLOOR | AUSTIN | TX | 78701 | NONE | PC | TO SUPPORT EVENTS TO RAISE AWARENESS OF HIGHER EDUCATION ISSUES IN TEXAS HEIGHTENED BY THE CORONAVIRUS PANDEMIC. | $15,000 |
| TEXAS TRIBUNE INC | |||||||
| 919 CONGRESS AVENUE SIXTH FLOOR | AUSTIN | TX | 78701 | NONE | PC | TO SUPPORT DATA-INFORMED REPORTING AND COVERAGE OF HIGHER EDUCATION ISSUES IN TEXAS. | $65,000 |
| THE ASPEN INSTITUTE INC | |||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 20037 | NONE | PC | TO SUPPORT THE OYF COMMUNITY IN AUSTIN / TRAVIS COUNTY, TEXAS. | $150,000 |
| THE EDUCATION TRUST | |||||||
| 1501 K ST NW SUITE 200 | WASHINGTON | DC | 20005 | NONE | PC | TO SUPPORT RESEARCH TO DOCUMENT PROMISING PRACTICES IN EMERGENCY AID FOR HIGHER EDUCATION STUDENTS IN TEXAS. | $161,127 |
| THE TEXAS A&M UNIVERSITY COMMERCE FOUNDATION | |||||||
| PO BOX 3425 | COMMERCE | TX | 754293425 | NONE | PC | TO SUPPORT SCHOLARSHIPS AT TEXAS A&M UNIVERSITY-COMMERCE. | $3,000 |
| THE TEXAS A&M UNIVERSITY COMMERCE FOUNDATION | |||||||
| PO BOX 3425 | COMMERCE | TX | 754293425 | NONE | PC | TO SUPPORT A SCHOLARSHIP AT TEXAS A&M UNIVERSITY-COMMERCE. | $10,500 |
| THE TSTC FOUNDATION | |||||||
| 3801 CAMPUS DRIVE | WACO | TX | 76705 | NONE | PC | TO SUPPORT CONVERSION OF TECHNICAL PROGRAMS TO PERFORMANCE-BASED EDUCATION. | $130,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | NONE | GOV | TO SUPPORT THE IMPLEMENTATION OF UTEACH TO ADDRESS DEFICITS IN THE SECONDARY STEM TEACHING FORCE ACROSS THE GREATER EAST TEXAS REGION. | $250,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | NONE | GOV | TO SUPPORT RESEARCH TO IMPROVE POSTSECONDARY OUTCOMES FOR STUDENTS WHO RECEIVED EL SERVICES DURING K-12. | $31,166 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | NONE | GOV | TO SUPPORT EFFORTS TO INCREASE POSTSECONDARY MATH PREPARATION. | $250,695 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | NONE | GOV | TO SUPPORT RESEARCH TO INFORM TRANSFER POLICY AND PRACTICE IN TEXAS. | $150,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | NONE | GOV | TO SUPPORT THE 2023 TEXAS EDUCATION CONSORTIUM FOR MALE STUDENTS OF COLOR. | $5,000 |
| THE UNIVERSITY OF TEXAS AT DALLAS | |||||||
| 800 W CAMPBELL ROAD | RICHARDSON | TX | 750803021 | NONE | GOV | TO SUPPORT RESEARCH ON ENROLLMENT PATTERNS OF PART-TIME STUDENTS. | $112,574 |
| THE UNIVERSITY OF TEXAS AT EL PASO | |||||||
| 500 W UNIVERSITY AVE | EL PASO | TX | 79968 | NONE | GOV | A SCHOLARSHIP AND RETENTION PROGRAM FOR EARLY COLLEGE HIGH SCHOOL GRADUATES. | $129,472 |
| THE UNIVERSITY OF TEXAS AT EL PASO | |||||||
| 500 W UNIVERSITY AVE | EL PASO | TX | 79968 | NONE | GOV | TO SUPPORT THE GTF SCHOLARS PROGRAM. | $125,000 |
| THE UNIVERSITY OF TEXAS AT TYLER | |||||||
| 3900 UNIVERSITY BLVD | TYLER | TX | 75799 | NONE | GOV | A SCHOLARSHIP AND RETENTION PROGRAM FOR EARLY COLLEGE HIGH SCHOOL GRADUATES. | $97,000 |
| THE UNIVERSITY OF TEXAS PERMIAN BASIN | |||||||
| 4901 E UNIVERSITY BLVD | ODESSA | TX | 79761 | NONE | GOV | A SCHOLARSHIP AND RETENTION PROGRAM FOR EARLY COLLEGE HIGH SCHOOL GRADUATES. | $42,739 |
| THE UNIVERSITY OF TEXAS RIO GRANDE VALLEY | |||||||
| 1201 W UNIVERSITY DR | EDINBURG | TX | 78539 | NONE | GOV | A SCHOLARSHIP AND RETENTION PROGRAM FOR EARLY COLLEGE HIGH SCHOOL GRADUATES. | $95,619 |
| THE UNIVERSITY OF TEXAS RIO GRANDE VALLEY | |||||||
| 1201 W UNIVERSITY DR | EDINBURG | TX | 78539 | NONE | GOV | TO SUPPORT THE GTF SCHOLARS PROGRAM. | $125,000 |
| TYLER JUNIOR COLLEGE FOUNDATION | |||||||
| PO BOX 9020 | TYLER | TX | 75711 | NONE | SO III FI | TO SUPPORT THE TJC NOW EMERGENCY FUNDING. | $7,500 |
| UNIVERSITY OF HOUSTON-CLEAR LAKE | |||||||
| 2700 BAY AREA BLVD MC 318 | HOUSTON | TX | 77058 | NONE | GOV | TO SUPPORT THE PREPARATION OF STEM TEACHERS. | $50,000 |
| UNIVERSITY OF HOUSTON-DOWNTOWN | |||||||
| ONE MAIN ST SUITE S-990 | HOUSTON | TX | 77002 | NONE | GOV | A SCHOLARSHIP AND RETENTION PROGRAM FOR EARLY COLLEGE HIGH SCHOOL GRADUATES. | $42,950 |
| UNIVERSITY OF HOUSTON-DOWNTOWN | |||||||
| ONE MAIN ST SUITE S-990 | HOUSTON | TX | 77002 | NONE | GOV | TO SUPPORT THE GTF SCHOLARS PROGRAM. | $115,000 |
| UNIVERSITY OF NORTH TEXAS | |||||||
| 1155 UNION CIRCLE 311250 | DENTON | TX | 762035017 | NONE | GOV | TO SUPPORT CAREER ASSESSMENTS, GUIDANCE, ETC. FOR STUDENTS, COUNSELORS, ADMINISTRATORS, AND PARENTS. | $3,500 |
| UNIVERSITY OF NORTH TEXAS AT DALLAS | |||||||
| 7300 UNIVERSITY HILLS BLVD | DALLAS | TX | 75241 | NONE | GOV | TO SUPPORT THE GTF SCHOLARS PROGRAM. | $125,000 |
| UNIVERSITY OF NORTH TEXAS FOUNDATION INC | |||||||
| 1155 UNION CIRCLE 311250 | DENTON | TX | 762035017 | NONE | PC | A SCHOLARSHIP AND RETENTION PROGRAM FOR EARLY COLLEGE HIGH SCHOOL GRADUATES. | $22,400 |
| VERNON COLLEGE | |||||||
| 4400 COLLEGE DRIVE | VERNON | TX | 76384 | NONE | GOV | TO SUPPORT EMERGENCY AID FUNDING AND TECHNICAL ASSISTANCE. | $17,500 |
| VICTORIA COLLEGE FOUNDATION INC | |||||||
| 2200 E RED RIVER STREET | VICTORIA | TX | 77901 | NONE | SO I | TO SUPPORT EMERGENCY AID FUNDING AND TECHNICAL ASSISTANCE. | $17,500 |
| WEST TEXAS A&M UNIVERSITY | |||||||
| 2501 4TH AVE WTAMU BOX 60727 | CANYON | TX | 79016 | NONE | GOV | TO SUPPORT RURAL STUDENTS, ADULT LEARNERS, AND COMMUNITIES IN THE TEXAS PANHANDLE. | $100,000 |
| WORKCRED INC | |||||||
| 1899 L STREET NW 11TH FLOOR | WASHINGTON | DC | 20036 | NONE | SO I | TO SUPPORT PROCESSES AND POLICIES FOR LOW-INCOME AND FIRST-GENERATION LEARNERS TO COMPLETE INDUSTRY CERTIFICATE/DEGREE PATHWAYS. | $116,552 |
| YOUNG INVINCIBLES | |||||||
| 1025 CONNECTICUT AVE NW 914 | WASHINGTON | DC | 20036 | NONE | PC | TO SUPPORT A RESEARCH PROJECT AIMED AT BRINGING MORE YOUNG PEOPLE INTO AN EARN-WHILE-YOU-LEARN PATHWAY. | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,935,216 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALAMO COLLEGES FOUNDATION INC | |||||||
| 2222 N ALAMO ST | SAN ANTONIO | TX | 78215 | NONE | PC | TO SUPPORT CURRICULAR INNOVATION AND ADVISING PRACTICES TO MEET THE NEEDS OF LOW-INCOME STUDENTS AT NORTHEAST LAKEVIEW COLLEGE (NLC). | $142,630 |
| CITIZENS FOR EDUCATIONAL EXCELLENCE INC | |||||||
| PO BOX 261125 | CORPUS CHRISTI | TX | 78426 | NONE | PC | TO SUPPORT UPSKILL COASTAL BEND PARTNERSHIP TO PROVIDE RURAL RESIDENTS WITH GREATER ACCESS TO EDUCATION AND CAREER OPPORTUNITIES. | $335,415 |
| E3 ALLIANCE | |||||||
| 5930 MIDDLE FISKVILLE ROAD 507 | AUSTIN | TX | 78752 | NONE | PC | TO SUPPORT TEXAS ENGLISH LEARNER STUDENTS. | $329,882 |
| ECONOMIC MOBILITY SYSTEMS | |||||||
| 3000 PEGASUS PARK DRIVE SUITE 900 | DALLAS | TX | 75247 | NONE | PC | TO SUPPORT THE EXPANSION OF RURAL REGIONAL TALENT NETWORKS (R-RTN). | $836,891 |
| LEE COLLEGE FOUNDATION INC | |||||||
| PO BOX 27459 | HOUSTON | TX | 772277459 | NONE | PC | TO SUPPORT PERSONAL GROWTH AND ACADEMIC ACHIEVEMENT OF THOSE AT LUCILE PLANE STATE JAIL. | $451,355 |
| MEADOWS MENTAL HEALTH POLICY INSTITUTE FOR TEXAS | |||||||
| PO BOX 140836 | DALLAS | TX | 75214 | NONE | PC | TO SUPPORT AN INNOVATIVE MENTAL HEALTH AND STUDENT SUCCESS FRAMEWORK AND CURRICULUM TO MEET THE UNIQUE NEEDS OF COMMUNITY COLLEGES. | $700,000 |
| P16PLUS COUNCIL OF GREATER BEXAR COUNTY FOUNDATION INC | |||||||
| 11103 WEST AVE STE 2101 | SAN ANTONIO | TX | 78213 | NONE | PC | TO SUPPORT THE EQUITABLE ENROLLMENT COLLABORATIVE. | $1,115,766 |
| TEXAS A&M UNIVERSITY-TEXARKANA | |||||||
| 7100 UNIVERSITY AVE | TEXARKANA | TX | 75503 | NONE | GOV | TO CONTRIBUTE TO THE JOHN & PEGGY MOSS ENDOWED SCHOLARSHIP WHICH SUPPORTS EDUCATION MAJORS WITH A CONCENTRATION IN MATHEMATICS AT TEXAS A&M UNIVERSITY-TEXARKANA. | $100,000 |
| TEXAS TRIBUNE INC | |||||||
| 919 CONGRESS AVENUE SIXTH FLOOR | AUSTIN | TX | 78701 | NONE | PC | TO SUPPORT DATA-INFORMED REPORTING AND COVERAGE OF HIGHER EDUCATION ISSUES IN TEXAS. | $185,000 |
| THE UNIVERSITY OF TEXAS AT SAN ANTONIO | |||||||
| ONE UTSA CIRCLE | SAN ANTONIO | TX | 78249 | NONE | GOV | TO SUPPORT UTSA'S COST OF EXPERIENCE (COE) PROJECT. | $299,870 |
| WGU CORPORATION | |||||||
| 4001 S 700 EAST STE 700 | SALT LAKE CITY | UT | 84107 | NONE | SO III FI | TO SUPPORT DEGREE ATTAINMENT AMONG RURAL WEST TEXAS' UNDERSERVED AND UNDERREPRESENTED STUDENTS. | $420,000 |
| YOUNG INVINCIBLES | |||||||
| 1025 CONNECTICUT AVE NW 914 | WASHINGTON | DC | 20036 | NONE | PC | TO SUPPORT A RESEARCH PROJECT AIMED AT BRINGING MORE YOUNG PEOPLE INTO AN EARN-WHILE-YOU-LEARN PATHWAY. | $165,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,081,809 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,288,894 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $729,209 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| PARTNERSHIP INCOME | 525990 | $1,860,870 | 14 | $2,483,851 | $0 |
| ADMINISTRATOR FEE | 14 | $34,540 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,860,870 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,536,494 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,397,364 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $284,014 | Amt |
| Net Investment Income | $71,004 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $55,574 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt |
|---|---|---|---|---|---|
| LAND AND IMPROVEMENTS | $3,441,198 | 0.000000000000 | $0 | $0 | |
| PROPERTY, PLANT & EQUIPMENT | $253,653 | 0.000000000000 | $0 | $0 | $179,056 |
| FURNITURE, ART, & ACCESSORIES | $403,235 | 0.000000000000 | $0 | $0 | $401,112 |
| BUILDING | $4,918,045 | 0.000000000000 | $0 | $0 | $1,556,296 |
| LEASEHOLD IMPROVEMENTS | $29,770 | 0.000000000000 | $0 | $0 | $23,568 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AM BEACON SHAPIRO EQ OPP | $6,066,875 | $6,066,875 |
| DFA US CORE 1 | $15,362,141 | $15,362,141 |
| EDGEWOOD GROWTH FD | $8,462,493 | $8,462,493 |
| GMO QUALITY FUND | $7,925,753 | $7,925,753 |
| GQG INTL FUND LONG | $6,954,766 | $6,954,766 |
| VANGUARD TOTAL MKT IDX ADM | $17,832,430 | $17,832,430 |
| DFA INTERNATIONAL CORE EQUITY I | $8,610,964 | $8,610,964 |
| DODGE&COX INTL STOCK | $6,708,672 | $6,708,672 |
| DFA EMERGING MKTS CORE EQ PORTFOLIO | $4,429,745 | $4,429,745 |
| GQG PARTNERS EMERGING | $3,420,397 | $3,420,397 |
| DODGE & COX INCOME | $11,089,441 | $11,089,441 |
| METWEST TOTAL RET FUND | $14,853,250 | $14,853,250 |
| PIMCO TOTAL RET FD | $12,402,779 | $12,402,779 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (54 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABRAMS CAPITAL | AT COST | $1,048,426 | $1,048,426 |
| AG REALTY PARTNERS FUND VII | AT COST | $2,977 | $2,977 |
| ABRY IV | AT COST | $643,379 | $643,379 |
| ABRY IX | AT COST | $2,458,612 | $2,458,612 |
| BAIN XI | AT COST | $1,848,217 | $1,848,217 |
| BAIN XII | AT COST | $3,919,004 | $3,919,004 |
| BAIN XIII | AT COST | $2,105,378 | $2,105,378 |
| BAIN REAL ESTATE I | AT COST | $1,679,275 | $1,679,275 |
| BAIN REAL ESTATE II | AT COST | $1,163,738 | $1,163,738 |
| BATTERY VENTURES FUND XIII | AT COST | $1,280,383 | $1,280,383 |
| BATTERY VENTURES SIDE FUND XIII | AT COST | $970,469 | $970,469 |
| CENTERBRIDGE | AT COST | $75,025 | $75,025 |
| DAVIDSON KEMPNER INSTITUTIONAL PARTNER | AT COST | $8,648,668 | $8,648,668 |
| DENHAM | AT COST | $1,046,227 | $1,046,227 |
| ELLIOTT | AT COST | $8,456,799 | $8,456,799 |
| ENCAP ENERGY IX-C | AT COST | $941,481 | $941,481 |
| ENCAP ENERGY VIII-B | AT COST | $462,105 | $462,105 |
| ENCAP ENERGY X | AT COST | $1,454,719 | $1,454,719 |
| ENCAP ENERGY XI | AT COST | $2,594,836 | $2,594,836 |
| FARRALLON | AT COST | $5,564,967 | $5,564,967 |
| GOVENORS LANE | AT COST | $1,915,347 | $1,915,347 |
| JMI EQUITY X | AT COST | $1,658,971 | $1,658,971 |
| MERIT ENERGY PARTNERS G | AT COST | $162,294 | $162,294 |
| MERIT ENERGY PARTNERS H | AT COST | $720,700 | $720,700 |
| MERIT ENERGY PARTNERS I | AT COST | $2,571,505 | $2,571,505 |
| MERIT ENERGY PARTNERS J | AT COST | $2,791,142 | $2,791,142 |
| MERIT ENERGY PARTNERS K | AT COST | $1,456,125 | $1,456,125 |
| NATURAL GAS PARTNERS IX | AT COST | $2,108 | $2,108 |
| NATURAL GAS PARTNERS XI | AT COST | $1,434,518 | $1,434,518 |
| OLD IRONSIDES | AT COST | $1,239,406 | $1,239,406 |
| PARK STREET CAPITAL PRIVATE EQUITY VII | AT COST | $79,500 | $79,500 |
| SUMMIT | AT COST | $3,405,069 | $3,405,069 |
| TA FUND XIII | AT COST | $1,298,491 | $1,298,491 |
| TA FUND XIV | AT COST | $1,779,392 | $1,779,392 |
| VARDE INVESTMENT PARTNERS | AT COST | $1,157,646 | $1,157,646 |
| WHEELOCK V | AT COST | $888,043 | $888,043 |
| WHEELOCK VI | AT COST | $2,558,847 | $2,558,847 |
| EMINENCE LONG | AT COST | $8,703,548 | $8,703,548 |
| KENSICO | AT COST | $43,340 | $43,340 |
| EAGLE CAPITAL | AT COST | $9,082,961 | $9,082,961 |
| AKO | AT COST | $9,432,895 | $9,432,895 |
| CANTILLON | AT COST | $15,203,720 | $15,203,720 |
| EM SPECIAL SITUATION | AT COST | $4,658,443 | $4,658,443 |
| TIFF V US | AT COST | $20,287 | $20,287 |
| BLS GLOBAL EQUITIES | AT COST | $9,223,872 | $9,223,872 |
| HARDMAN JOHNSTON INTL | AT COST | $5,920,019 | $5,920,019 |
| BATTERY VENTURES FUND XIV | AT COST | $522,297 | $522,297 |
| BAUPOST VALUE PARTNERS IV | AT COST | $8,402,482 | $8,402,482 |
| SUMMIT XI | AT COST | $866,970 | $866,970 |
| WHEELOCK VII | AT COST | $1,033,482 | $1,033,482 |
| BAIN REAL ESTATE III | AT COST | $132,403 | $132,403 |
| JMI EQUITY XI | AT COST | $637,438 | $637,438 |
| MERIT ENERGY PARTNERS L | AT COST | $549,427 | $549,427 |
| VARDE INVESTMENT PARTNERS (OFFSHORE) | AT COST | $2,372,590 | $2,372,590 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND AND IMPROVEMENTS | $3,441,198 | $0 | $3,441,198 |
| PROPERTY, PLANT & EQUIPMENT | $253,653 | $179,056 | $74,597 |
| FURNITURE, ART, & ACCESSORIES | $403,235 | $401,112 | $2,123 |
| BUILDING | $4,918,045 | $1,556,296 | $3,361,749 |
| LEASEHOLD IMPROVEMENTS | $29,770 | $23,568 | $6,202 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $88,220 | LegalFeesAmt |
| Net Investment Income | $4,892 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $83,328 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp
Lender Name LenderNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BANK AND TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $3,697,500 | LoanOriginalAmt |
| Balance Due | $95,327 | BalanceDueAmt |
| Note | 2015-05 | NoteDt |
| Loan Maturity | 2025-04 | LoanMaturityDt |
| Repayment Terms | $26,000 - $27,000 PER MONTH | RepaymentTermsTxt |
| Interest | 4.500000000000 | InterestRt |
| Security Provided Borrower | BUILDING | SecurityProvidedBorrowerTxt |
| Loan Purpose | FINANCE BUILDING | LoanPurposeTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADMIN FEE RECEIVABLE | $6,273 | $5,501 | $5,501 |
| RECEIVABLE - PARTNERSHIP DISTRIBUTION | $8,557,327 | $0 | $0 |
| INCOME/EXCISE TAX RECEIVABLE | $492,459 | $299,025 | $299,025 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS INSURANCE | $74,246 | $7,425 | $66,821 |
| OFFICE EXPENSES | $37,374 | $3,737 | $33,637 |
| COMPUTER SUPPLIES | $80,258 | $8,025 | $72,232 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $4,344,721 | $2,579,390 | $4,344,721 |
| ADMINISTRATOR FEE | $34,540 | $34,540 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $29,459,582 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $390,135 | $1,800 | $388,335 |
| IT SERVICES | $40,512 | $0 | $39,759 |
| INVESTMENT MANAGER FEES | $508,205 | $508,205 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $121,393 | $0 | $0 |
| STATE TAX | $803 | $0 | $0 |
| FEDERAL INCOME TAX | $247,041 | $0 | $0 |
| DEFERRED TAX | $385,367 | $0 | $0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER TEXAS SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6100 FOUNDATION PLACE DRIVE | AddressLine1Txt |
| City | BRYAN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742471210 | EIN |
| Desc | ADMINISTRATIVE FEE | Desc |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,540 | TotalAmt |