CULLEN TRUST FOR THE PERFORMING ARTS: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CULLEN TRUST FOR THE PERFORMING ARTS (EIN 74-2060976)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202313149349304781
- 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 | 2023-11-10T15:12:03-06:00 | 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 | 742060976 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Cullen Trust for the Performing Arts | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CULL | BusinessNameControlTxt |
| Phone | 7133332239 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 Post Oak Blvd 1000 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cornelia Zilkha | PersonNm |
| Person Title | Chair | PersonTitleTxt |
| Phone | 7133332239 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Cornelia | PersonFirstNm |
| Person Last | Zilkha | 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 |
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 | Cornelia Zilkha | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 Post Oak Blvd 1000 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,164,830 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | The Cullen Trust for the Performing Arts (CTPA) operates for the benefit of performing arts institutions within the State of Texas, primarily with respect to such institutions within the Greater Metropolitan 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 | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | 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 | $8,559,059 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,721,495 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $0 | PYTotalRevenueAmt |
| CY Total Revenue | $18,721,495 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,940,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,275,500 | 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 | $974,874 | PYOtherExpensesAmt |
| CY Other Expenses | $816,587 | CYOtherExpensesAmt |
| PY Total Expenses | $3,914,874 | PYTotalExpensesAmt |
| CY Total Expenses | $4,092,087 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,914,874 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,629,408 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $84,734,407 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,363,815 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $84,734,407 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $99,363,815 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Cullen Trust for the Performing Arts operates for the benefit of performing arts institutions within the State of Texas, primarily with respect to such institutions within the Greater Metropolitan Houston area. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,275,500 | ExpenseAmt |
| Grant | $3,275,500 | GrantAmt |
| Desc | The Cullen Trust for the Performing Arts is a public charitable trust created as a supporting organization for the benefit of performing arts institutions in the State of Texas, primarily for institutions in the Greater Metropolitan Houston area. The Trust Agreement governing The Cullen Trust for the Performing Arts provides that each of the beneficiaries must be an organization that is described in section 501(c)(3) and is other than a private foundation within the meaning of section 509(a). In this Form 990 all section references are to sections of the Internal Revenue Code unless otherwise noted. As a matter of policy, the Trust does not make grants to organizations that are supporting organizations within the meaning of section 509(a)(3). | Desc |
| Total Program Service Expenses | $3,275,500 | 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 | 0 | 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 | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (1) | 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 | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | 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 | Lydia Hickey | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7133332239 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 Post Oak Blvd Suite 1000 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 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 |
|---|---|---|---|---|---|---|---|
| Cornelia Zilkha | |||||||
| Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Carroll R Ray | |||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Louisa Sarofim | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Daniel Zilkha | |||||||
| Treasurer as of November 2022 | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Micajah Stude | |||||||
| Treasurer thru November 2022 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Cornelia C Long | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Isabel Lummis | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Rose Hochner Nelson | |||||||
| 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS Financial Services | |||||
| 4400 Post Oak Pkwy Ste 2000 | Houston | TX | 77027 | Investment management/custodian | $393,949 |
| Fayez Sarofim & Co | |||||
| 909 Fannin St Ste 2907 | Houston | TX | 77010 | Investment management | $377,357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,571,994 | TotalRevenueColumnAmt |
| Exclusion | $3,571,994 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,592,836 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,443,335 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,149,501 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,149,501 | TotalRevenueColumnAmt |
| Exclusion | $15,149,501 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,721,495 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,721,495 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,275,500 | TotalAmt |
| Program Services | $3,275,500 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,800 | TotalAmt |
| Management And General | $24,800 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,785 | TotalAmt |
| Management And General | $19,785 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $603,264 | TotalAmt |
| Management And General | $603,264 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,042 | TotalAmt |
| Management And General | $168,042 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $696 | TotalAmt |
| Management And General | $696 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,092,087 | TotalAmt |
| Program Services | $3,275,500 | ProgramServicesAmt |
| Management And General | $816,587 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,734,407 | BOYAmt |
| EOY | $89,362,539 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,001,276 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,734,407 | BOYAmt |
| EOY | $99,363,815 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,755,047 | BOYAmt |
| EOY | $95,404,548 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,979,360 | BOYAmt |
| EOY | $3,959,267 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,734,407 | BOYAmt |
| EOY | $99,363,815 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,734,407 | BOYAmt |
| EOY | $99,363,815 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $14,629,408 | 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 |
|---|---|---|---|---|
| Alley Theatre | ||||
| 741143076 | 7 | Yes (1) | $700,000 | $0 |
| Houston Ballet Foundation | ||||
| 741394920 | 7 | Yes (1) | $600,000 | $0 |
| Houston Symphony Society | ||||
| 741157373 | 7 | Yes (1) | $300,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,600,000 | 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 | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Section A, Line 1: | FormAndLineReferenceDesc |
| Explanation | CTPA was formed with three named beneficiaries, Houston Symphony Society, Houston Ballet Foundation and Alley Theatre, acting as representatives of a class of beneficiaries (the "Beneficiaries"), performing arts institutions within the State of Texas, primarily those institutions within the greater metropolitan Houston area. Each Beneficiary must be an organization described in section 501(c)(3) other than a private foundation, within the meaning of section 509(a)(1). | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Limited partnerships | Desc |
| Book Value | $10,001,276 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,001,276 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $17,950,189 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,950,189 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $771,306 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $771,306 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,721,495 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,320,781 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,320,781 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $771,306 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $771,306 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,092,087 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (39 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| 4th Wall Theatre Company | ||||||||
| 1126 W 17th St Unit C | Houston | TX | 77008 | 452703933 | 501(c)(3) | $22,500 | $0 | Operating support |
| Alley Theatre | ||||||||
| 615 Texas Ave | Houston | TX | 77002 | 741143076 | 501(c)(3) | $700,000 | $0 | Operating support |
| American Festival for the Arts | ||||||||
| 241 N Milby Street Suite B | Houston | TX | 77003 | 760460311 | 501(c)(3) | $15,000 | $0 | Operating support |
| Apollo Chamber Players | ||||||||
| 3201 Allen Pkwy Ste 250 | Houston | TX | 77019 | 463502456 | 501(c)(3) | $15,000 | $0 | Operating support |
| Ars Lyrica Houston | ||||||||
| 4807 San Felipe St Ste 202 | Houston | TX | 77056 | 300194631 | 501(c)(3) | $15,000 | $0 | Operating support |
| Asia Society Texas Center | ||||||||
| 1370 Southmore Blvd | Houston | TX | 77004 | 030433949 | 501(c)(3) | $10,000 | $0 | Operating support |
| Bach Society | ||||||||
| 2353 Rice Boulevard | Houston | TX | 77005 | 760678451 | 501(c)(3) | $27,500 | $0 | Program support |
| Catastrophic Theatre | ||||||||
| 3400 Main St Ste 285 | Houston | TX | 77002 | 753244892 | 501(c)(3) | $25,000 | $0 | Operating support |
| Chamber Music Houston | ||||||||
| PO Box 1892 MS532 | Houston | TX | 77005 | 746050208 | 501(c)(3) | $10,000 | $0 | Artistic fees |
| Da Camera Society of Texas | ||||||||
| 1402 Sul Ross St | Houston | TX | 77006 | 760232578 | 501(c)(3) | $75,000 | $0 | Operating support |
| Dance Source Houston | ||||||||
| PO Box 130661 | Houston | TX | 77219 | 203206252 | 501(c)(3) | $7,500 | $0 | Operating support |
| DiverseWorks | ||||||||
| 3400 Main St Ste 292 | Houston | TX | 77002 | 760035355 | 501(c)(3) | $15,000 | $0 | Performing arts project |
| Ensemble Theatre | ||||||||
| 3535 Main St | Houston | TX | 77002 | 741941943 | 501(c)(3) | $35,000 | $0 | Production support |
| Express Children's Theatre | ||||||||
| 4800 W 34th St Ste C3 | Houston | TX | 77092 | 760392202 | 501(c)(3) | $8,000 | $0 | Production support |
| Gilbert and Sullivan Society of Houston | ||||||||
| PO Box 741267 | Houston | TX | 77274 | 746010073 | 501(c)(3) | $15,000 | $0 | Operating support |
| HITS Theatre | ||||||||
| 311 West 18th Street | Houston | TX | 77008 | 742118224 | 501(c)(3) | $25,000 | $0 | Operating support |
| Houston Ballet Foundation | ||||||||
| 601 Preston St | Houston | TX | 77002 | 741394920 | 501(c)(3) | $600,000 | $0 | Operating support |
| Houston Chamber Choir | ||||||||
| PO Box 53388 | Houston | TX | 77052 | 760480936 | 501(c)(3) | $25,000 | $0 | Production support |
| Houston Early Music | ||||||||
| 3400 Main Street | Houston | TX | 77002 | 237405228 | 501(c)(3) | $10,000 | $0 | Operating support |
| Houston Grand Opera Association | ||||||||
| 510 Preston St | Houston | TX | 77002 | 746016764 | 501(c)(3) | $200,000 | $0 | Production support |
| Houston Symphony Society | ||||||||
| 615 Louisiana St Ste 102 | Houston | TX | 77002 | 741157373 | 501(c)(3) | $300,000 | $0 | Operating support |
| Houston Youth Symphony | ||||||||
| 4550 Post Oak Place Dr Ste 245 | Houston | TX | 77027 | 741238425 | 501(c)(3) | $15,000 | $0 | Operating support |
| Main Street Theater Houston | ||||||||
| 2540 Times Blvd | Houston | TX | 77005 | 742093696 | 501(c)(3) | $40,000 | $0 | Operating support |
| Mercury Chamber Orchestra | ||||||||
| 3100 Timmons Ln Ste 201 | Houston | TX | 77027 | 760663007 | 501(c)(3) | $40,000 | $0 | Operating support |
| Multicultural Education & Counseling Through the Arts | ||||||||
| 1900 Kane St | Houston | TX | 77007 | 742044904 | 501(c)(3) | $20,000 | $0 | Program support |
| Music in Context | ||||||||
| PO Box 131104 | Houston | TX | 77219 | 760444488 | 501(c)(3) | $25,000 | $0 | Operating support |
| Musiqa | ||||||||
| PO Box 667027 | Houston | TX | 77266 | 562281440 | 501(c)(3) | $15,000 | $0 | Operating support |
| Nameless Sound | ||||||||
| 1458 Lawson St | Houston | TX | 77023 | 204160737 | 501(c)(3) | $10,000 | $0 | Program support |
| Open Dance Project | ||||||||
| 747 N Shepherd Dr Ste 100 | Houston | TX | 77007 | 474631028 | 501(c)(3) | $10,000 | $0 | Operating support |
| Project Row House | ||||||||
| PO Box 1011 | Houston | TX | 77251 | 760411778 | 501(c)(3) | $300,000 | $0 | Operating support |
| River Oaks Chamber Orchestra | ||||||||
| 1934 W Gray St Ste 311 | Houston | TX | 77019 | 300288750 | 501(c)(3) | $20,000 | $0 | Operating support |
| Rothko Chapel | ||||||||
| 1409 Sul Ross Street | Houston | TX | 77006 | 741732379 | 501(c)(3) | $250,000 | $0 | Operating support |
| Society for the Performing Arts | ||||||||
| 615 Louisiana St Ste 100 | Houston | TX | 77002 | 746077505 | 501(c)(3) | $20,000 | $0 | Operating support |
| Stages | ||||||||
| 800 Rosine St | Houston | TX | 77019 | 742090278 | 501(c)(3) | $75,000 | $0 | Production support |
| Theatre Under The Stars | ||||||||
| 800 Bagby St Ste 200 | Houston | TX | 77002 | 741621647 | 501(c)(3) | $150,000 | $0 | Production support |
| University of Houston | ||||||||
| School of Theater and Dance | Houston | TX | 77204 | 746001399 | Government | $35,000 | $0 | Houston Shakespeare Festival |
| William March Rice University | ||||||||
| Shepherd School of Music | Houston | TX | 77251 | 741109620 | 501(c)(3) | $20,000 | $0 | Production support |
| Young Audiences of Houston | ||||||||
| 675 Bering Dr Ste 300 | Houston | TX | 77057 | 746082602 | 501(c)(3) | $20,000 | $0 | Operating support |
| University of Houston | ||||||||
| School of Theater and Dance | Houston | TX | 77204 | 746001399 | Government | $25,000 | $0 | Opera Discovery Project |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 38 | 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 | Grantees are required to complete a questionnaire relating to the requested Grant. Grantees are required to enter into an agreement whereby the grantee, among other things, (i) makes certain representations, (ii) covenants to provide certain information including a report on the use of funds, and (iii) agrees to comply with other requirements imposed by CTPA. The grant is not funded unless and until the grantee has satisfied all requirements imposed by CTPA. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Louisa Sarofim and Micajah Stude have a family relationship. Cornelia Long, Cornelia Zilkha, and Daniel Zilkha have a family relationship. |
| Form 990, Part VI, Section A, line 7a | CTPA is organized and operated for the benefit of a class of performing arts institutions within the State of Texas, primarily with respect to those institutions within the greater metropolitan Houston area (the "Beneficiaries"). CTPA was formed with three named Beneficiaries acting as Representatives of the Beneficiaries. The named Representatives are Houston Symphony Society, Houston Ballet Foundation and Alley Theatre. CTPA was formed with two classes of Trustees: Public Trustees and Performing Arts Trustees. There are three Performing Arts Trustees and four Public Trustees resulting in a total of seven Trustees. Each of the three Representatives is responsible for appointing a Performing Arts 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 Performing Arts Trustees. However, if there are more Public Trustees entitled to vote than there are Performing Arts Trustees entitled to vote, only the same number of Public Trustees as there are Performing Arts 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 Performing Arts Trustee appointed by such Representative. |
| Form 990, Part VI, Section B, line 11b | The Controller of the Greater Houston Community Foundation initially review Form 990. Upon resolution of any questions raised by these two individuals and any changes that result from this review, the completed document is distributed to the Trustor and Chairperson for review and approval prior to filing. An electronic copy of Form 990 is emailed to the Trustees prior to filing and a physical copy is made available to the Trustees at the first meeting following the date the return is filed. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy is distributed to all Trustees annually. They are asked to acknowledge receipt by returning a signed form. When discussion occurs and/or votes are taken in meetings of the Trustees and a Trustee indicates a conflict of interest, such conflicts are noted in the minutes of the meeting and the Trustee abstains from any vote taken. |
| Form 990, Part VI, Section C, line 19 | Upon request. |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Alley Theatre | ||||||||||
| 615 Texas Ave | Houston | TX | 77002 | 741143076 | Performing arts | TX | 501(c)(3) | Line 7 | N/A | 0 |
| Houston Ballet Foundation | ||||||||||
| 601 Preston St | Houston | TX | 77002 | 741394920 | Performing arts | TX | 501(c)(3) | Line 7 | N/A | 0 |
| Houston Symphony Society | ||||||||||
| 615 Louisiana St Ste 102 | Houston | TX | 77002 | 741157373 | Performing arts | TX | 501(c)(3) | Line 7 | 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 |