THE CULLEN TRUST FOR HEALTH CARE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE CULLEN TRUST FOR HEALTH CARE (EIN 74-2001755)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-05
- IRS object ID
- 202312789349300031
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-05T13:44:45-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
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 | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742001755 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cullen Trust For Health Care | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CULL | BusinessNameControlTxt |
| Phone | 7136518860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 Allen Parkway 1000 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cullen Geiselman | PersonNm |
| Person Title | Chair | PersonTitleTxt |
| Phone | 7136518860 | PhoneNum |
| Signature | 2023-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Cullen | PersonFirstNm |
| Person Last | Geiselman | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2023-10-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Cullen Geiselman | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 Allen Parkway 1000 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,009,902 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Support for health care institutions within Texas and primarily in the Greater Houston area. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $196,574 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $76,430 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,102,507 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,610,323 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,099 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,117,606 | PYTotalRevenueAmt |
| CY Total Revenue | $3,610,323 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,024,533 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,296,334 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $637,340 | PYOtherExpensesAmt |
| CY Other Expenses | $659,519 | CYOtherExpensesAmt |
| PY Total Expenses | $5,661,873 | PYTotalExpensesAmt |
| CY Total Expenses | $5,955,853 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,455,733 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,345,530 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $132,837,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,491,756 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $132,837,286 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $130,491,756 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Support for health care institutions within Texas and primarily in the Greater Houston area. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,386,859 | ExpenseAmt |
| Grant | $5,296,334 | GrantAmt |
| Desc | The Cullen Trust For Health Care is a public charitable trust created as a supporting organization for the benefit of health care institutions in the state of Texas, primarily within the Greater Houston area. Trustees have the discretion to provide assistance to any or all of the beneficiaries of the class. | Desc |
| Total Program Service Expenses | $5,386,859 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cullen Geiselman | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7138618860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 Allen Parkway Ste 1000 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Cullen Geiselman | |||||||
| Chair/Public Trustee | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| William J Bill Campbell | |||||||
| Vice Chair/HC Trustee | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Nancy Gordon | |||||||
| Secretary/HC Trustee | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Brett Hogan | |||||||
| Public Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kathy McCord | |||||||
| Public Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Wilhelmina B Traylor | |||||||
| Public Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| David M Underwood Jr | |||||||
| HC Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Goldman Sachs & Co | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 Main St Ste 2100 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Investment Management | ServicesDesc |
| Compensation | $418,041 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,358,890 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $111,516 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,247,374 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,651,012 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,399,579 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$748,567 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$748,567 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $85,058 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$833,625 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,610,323 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $196,574 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,413,749 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,296,334 | TotalAmt |
| Program Services | $5,296,334 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,636 | TotalAmt |
| Management And General | $77,636 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,166 | TotalAmt |
| Management And General | $462,166 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,270 | TotalAmt |
| Program Services | $76,400 | ProgramServicesAmt |
| Management And General | $21,870 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34 | TotalAmt |
| Program Services | $34 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,091 | TotalAmt |
| Program Services | $14,091 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $635 | TotalAmt |
| Management And General | $635 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,187 | TotalAmt |
| Management And General | $5,187 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | State income tax | Desc |
| Total | $1,500 | TotalAmt |
| Management And General | $1,500 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,955,853 | TotalAmt |
| Program Services | $5,386,859 | ProgramServicesAmt |
| Management And General | $568,994 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,563,325 | BOYAmt |
| EOY | $71,530 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,202,788 | BOYAmt |
| EOY | $91,509,038 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,071,173 | BOYAmt |
| EOY | $38,911,188 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,837,286 | BOYAmt |
| EOY | $130,491,756 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,837,286 | BOYAmt |
| EOY | $130,491,756 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,837,286 | BOYAmt |
| EOY | $130,491,756 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,837,286 | BOYAmt |
| EOY | $130,491,756 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,345,530 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 3 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| Memorial Hermann Health System | ||||
| 741152597 | 3 | Yes (1) | $0 | $0 |
| Texas Children's Hospital | ||||
| 741100555 | 3 | Yes (1) | $0 | $0 |
| The Methodist Hospital | ||||
| 741180155 | 3 | Yes (1) | $1,000,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,000,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Section A, Line 1: | The Cullen Trust For Health Care ("CTHC") is organized and operated for the benefit of a class of health care institutions within the State of Texas, primarily those institutions within the greater metropolitan Houston area (the "Beneficiaries"). The Methodist Hospital, Texas Children's Hospital and Memorial Hermann Hospital are named in the governing document as representatives of the Beneficiaries. Pursuant to Treas. Regs. 1.509(a)-4(d)(2)(i)(b)(2), each Beneficiary must be closely related in purpose or function to the three named beneficiaries and must be an organization described in section 501(c)(3) other than a private foundation, within the meaning of section 509(a)(1). |
| Part IV, Section A, Line 6: | CTHC makes grants to beneficiary organizations not named as supporting organizations in its governing document. See response to Schedule A, Part IV, Section A, Line 1 above. These grants are paid to further the health care exempt purpose of each named supported organization and are approved by the named supported organizations through their representation on the CTHC's board of trustees. |
| Additional Supplemental Information: | CTHC trustees are charged with the selection of health care institutions as beneficiaries of trust assets in order to maintain the organization's status as a supporting organization of institutions providing health care in the State of Texas, primarily in the Greater Houston area. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Private equity funds | $28,833,906 | C |
| Partnerships | $10,077,282 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $38,911,188 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $3,146,657 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,146,657 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $462,166 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,500 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $463,666 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,610,323 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,492,187 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,492,187 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $462,166 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,500 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $463,666 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,955,853 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 4b - Other Adjustments: | State income tax 1,500. |
| Part XII, Line 4b - Other Adjustments: | State income tax 1,500. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | RegionTxt |
| Type Of Activities Conducted | Investment | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $28,833,906 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $28,833,906 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $28,833,906 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part III Accounting Method: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (31 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Asian American Health Coalition | ||||||||
| 7001 Corporate Dr | Houston | TX | 77036 | 311756818 | 501(c)(3) | $333,334 | $0 | Capital campaign |
| Baylor College of Medicine | ||||||||
| PO Box 4976 MSC 800 | Houston | TX | 77210 | 741613878 | 501(c)(3) | $500,000 | $0 | New health sciences tower |
| Bo's Place | ||||||||
| 10050 Buffalo Speedway | Houston | TX | 77054 | 760326979 | 501(c)(3) | $25,000 | $0 | Program support |
| Center For Hearing and Speech | ||||||||
| 3100 Shenandoah St | Houston | TX | 77021 | 746003178 | 501(c)(3) | $50,000 | $0 | Program support |
| Child Advocates of Fort Bend | ||||||||
| 5403 Ave N | Rosenberg | TX | 77471 | 760337426 | 501(c)(3) | $35,000 | $0 | Program support |
| Christ Clinic | ||||||||
| 25722 Kingsland Blvd Ste 101 | Katy | TX | 77494 | 900789318 | 501(c)(3) | $60,000 | $0 | Program support |
| Family Houston | ||||||||
| PO Box 77068 | Houston | TX | 77270 | 741152613 | 501(c)(3) | $50,000 | $0 | Program support |
| Healthcare for the Homeless | ||||||||
| 1934 Caroline St | Houston | TX | 77002 | 760647934 | 501(c)(3) | $75,000 | $0 | Operating support |
| Houston Community Health Centers Inc | ||||||||
| 424 Hahlo St | Houston | TX | 77020 | 760622208 | 501(c)(3) | $150,000 | $0 | Program support |
| Houston Eye Associates Foundation | ||||||||
| 7155 Old Katy Rd Ste S110 | Houston | TX | 77024 | 760046317 | 501(c)(3) | $25,000 | $0 | Operating and patient support |
| Houston Hospice | ||||||||
| 1905 Holcombe Blvd | Houston | TX | 77030 | 742092951 | 501(c)(3) | $100,000 | $0 | Program support |
| Houston Recovery Center Lgc | ||||||||
| 150 N Chenevert St Ste 100 | Houston | TX | 77002 | 461667986 | 501(c)(3) | $50,000 | $0 | Program support |
| Ibn Sina Foundation | ||||||||
| 11226 S Wilcrest Dr | Houston | TX | 77099 | 760698464 | 501(c)(3) | $100,000 | $0 | Operating support |
| Legacy Community Health Services Inc | ||||||||
| PO Box 66308 | Houston | TX | 77266 | 760009637 | 501(c)(3) | $250,000 | $0 | Operating support |
| Meadows Mental Health Policy Institute For Texas | ||||||||
| 4441 Buena Vista St | Dallas | TX | 75205 | 463992618 | 501(c)(3) | $150,000 | $0 | Operating support |
| Mental Health America of Greater Houston Inc | ||||||||
| 2211 Norfolk St Ste 810 | Houston | TX | 77098 | 741272394 | 501(c)(3) | $95,000 | $0 | Operating support |
| Planned Parenthood Gulf Coast | ||||||||
| 4600 Gulf Fwy | Houston | TX | 77023 | 741100163 | 501(c)(3) | $200,000 | $0 | Operating support |
| Health Care for Special Populations | ||||||||
| 3701 Kirby Dr Ste 1133 | Houston | TX | 77098 | 800515910 | 501(c)(3) | $125,000 | $0 | Program support |
| reMIND | ||||||||
| PO Box 27607 | Houston | TX | 77227 | 760206826 | 501(c)(3) | $50,000 | $0 | Operating support |
| Spring Branch Community Health Center | ||||||||
| 800 W Sam Houston Pkwy S Ste 200 | Houston | TX | 77042 | 300198705 | 501(c)(3) | $100,000 | $0 | Program support |
| Texas International Insitute of Health Care Professionals | ||||||||
| 8121 Broadway St Ste 103 | Houston | TX | 77061 | 461267820 | 501(c)(3) | $100,000 | $0 | Program support |
| The Children's Assessment Center | ||||||||
| 2500 Bolsover St | Houston | TX | 77005 | 760458780 | 501(c)(3) | $35,000 | $0 | Program support |
| The Harris Center for Mental Health and IDD | ||||||||
| 9401 Southwest Fwy | Houston | TX | 77074 | 741603950 | Government | $150,000 | $0 | Operating support |
| The Immunization Partnership | ||||||||
| PO Box 1985 | League City | TX | 77574 | 760695612 | 501(c)(3) | $100,000 | $0 | Operating support |
| The Methodist Hospital | ||||||||
| 6565 Fannin St GB240 | Houston | TX | 77030 | 741180155 | 501(c)(3) | $1,000,000 | $0 | Capital campaign |
| The Rose | ||||||||
| 12700 N Featherwood Dr Ste 260 | Houston | TX | 77034 | 760193812 | 501(c)(3) | $150,000 | $0 | Program support |
| The Women's Home | ||||||||
| 607 Westheimer Rd | Houston | TX | 77006 | 741467811 | 501(c)(3) | $50,000 | $0 | Operating support |
| TIRR Foundation | ||||||||
| 3355 W Alabama St Ste 950 | Houston | TX | 77098 | 760185588 | 501(c)(3) | $75,000 | $0 | Program support |
| The University of Houston College of Medicine | ||||||||
| 5055 Medical Cir | Houston | TX | 77204 | 746001399 | Government | $500,000 | $0 | Program support |
| The University of Texas Health Science Center | ||||||||
| 7000 Fannin St Ste 1200 | Houston | TX | 77030 | 741761309 | Government | $363,000 | $0 | Program support |
| The University of Texas MD Anderson Cancer Center | ||||||||
| PO Box 4486 | Houston | TX | 77210 | 746001118 | Government | $250,000 | $0 | Program support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 40 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grant recipients are required to acknowledge in writing prior to the issuance of grant funds that the grant will be used in accordance with the stated purpose of the grant application, the recipient is an eligible recipient of such funds, any unused funds related to the specific purpose of the grant will be returned to the organization, and progress reports and other financial statements or tax returns will be submitted periodically to the organization for review. Accordingly, the organization reviews the progress reports and other financial data received from recipients to insure proper use of granted funds. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 7a | The Cullen Trust For Health Care ("CTHC") is organized and operated for the benefit of a class of health care institutions within the State of Texas, primarily with respect to those institutions within the greater metropolitan Houston area (the "Beneficiaries"). CTHC was formed with three named Beneficiaries acting as Representatives of the Beneficiaries. The named Representatives are The Methodist Hospital, Texas Children's Hospital and Memorial Hermann Hospital. CTHC was formed with two classes of Trustees: Public Trustees and Health Care Trustees. There are three Health Care Trustees and four Public Trustees resulting in a total of seven Trustees. Each of the three Representatives is responsible for appointing a Health Care Trustee. If there is a vacancy in the office of a Public Trustee, that vacancy shall be filled by the affirmative majority vote of all remaining Trustees, both Public Trustees and Health Care Trustees. However, if there are more Public Trustees entitled to vote than there are Health Care Trustees entitled to vote, only the same number of Public Trustees as there are Health Care Trustees shall be entitled to vote and the Public Trustee not entitled to vote shall be ascertained by lot. The governing bodies of the Beneficiaries may by official unanimous action remove any or all of the Public Trustees. The resulting vacancies shall be filled as noted above. In addition, each Representative may remove the Health Care Trustee appointed by such Representative. |
| Form 990, Part VI, Section B, line 11b | The organization engages an outside accounting firm to prepare Form 990. Once prepared, the board chair and administrative assistant review the form prior to filing. In addition, a copy of the 990 is distributed to the board prior to filing. |
| Form 990, Part VI, Section B, line 12c | The Board Chair reviews and resolves, if necessary, any conflicts as they arise throughout the year. |
| Form 990, Part VI, Section C, line 19 | The organization does not make its governing documents, policies, and financial statements available to the public. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| The Methodist Hospital | ||||||||||
| 6565 Fannin No Gb 240 | Houston | TX | 77030 | 741180155 | Health Care | TX | 501(c)(3) | Line 3 | N/A | 0 |
| Memorial Hermann Health System | ||||||||||
| 929 Gessner Rd Ste 1900 | Houston | TX | 77024 | 741152597 | Health Care | TX | 501(c)(3) | Line 3 | N/A | 0 |
| Texas Children's Hospital | ||||||||||
| 1919 Braeswood Blvd Ste 5214 | Houston | TX | 77030 | 741100555 | Health Care | TX | 501(c)(3) | Line 3 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |