2023-11-13T10:01:53-06:00 2022-12-31 741695589 HARPER & PEARSON COMPANY PC ONE RIVERWAY SUITE 1900 HOUSTON TX 77056 990 2022-01-01 741999641 CULLEN TRUST FOR HIGHER EDUCATION CULL 7133332200 1415 LOUISIANA 2400 HOUSTON TX 77002 CORBIN J ROBERTSON JR TRUSTEE/CHAIRMAN 7133332200 2023-10-31 1 CORBIN ROBERTSON JR 999009999 0 SHANNON M ALLISON CPA P00851395 7136222310 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CORBIN J ROBERTSON JR 1415 LOUISIANA 2400 HOUSTON TX 77002 9539122 0 X N/A X 1978 TX SUPPORT INSTITUTIONS OF HIGHER EDUCATION. 8 8 0 9 0 0 0 0 0 0 3995848 2383522 -367731 18612 3628117 2402134 2950000 3200000 0 0 0 0 0 0 0 326989 297115 3276989 3497115 351128 -1094981 73561343 72454705 0 0 73561343 72454705 SUPPORT INSTITUTIONS OF HIGHER EDUCATION. 0 0 3200000 3200000 THE TRUST WAS CREATED FOR CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES AND IS ADMINISTERED SOLELY FOR BENEFIT OF INSTITUTIONS OF HIGHER EDUCATION WITHIN THE STATE OF TEXAS, PRIMARILY THOSE LOCATED WITHIN GREATER HOUSTON. THE TRUSTEES HAVE THE DISCRETION TO PROVIDE FINANCIAL ASSISTANCE TO ANY OR ALL OF THE SUPPORTED ORGANIZATIONS. 3200000 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 1 CJ 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 0 0 0 X NELSON HERNANDEZ 7133332200 515 POST OAK BLVD SUITE 1000 HOUSTON TX 77027 X ROBERT ARNOLD TRUSTEE/TREASURER 0.00 X X 0 0 0 KATIE CULLEN TRUSTEE 0.00 X 0 0 0 HUGH ROY MARSHALL JR TRUSTEE 0.00 X 0 0 0 CHRISTINE MORENZ TRUSTEE/VICE CHAIRMAN 0.00 X X 0 0 0 CORBIN J ROBERTSON JR TRUSTEE/CHAIRMAN 0.00 X X 0 0 0 CURTIS HUFF TRUSTEE 0.00 X 0 0 0 DR ROBERT B SLOAN JR TRUSTEE 0.00 X 0 0 0 CHRIS CRAGG TRUSTEE 0.00 X 0 0 0 JOLIE HOWARD SECRETARY 0.00 X 0 0 0 0 0 0 0 0 0 0 GOLDMAN SACHS & CO LLC 609 MAIN STREET SUITE 2100 HOUSTON TX 77002 INVESTMENT MANAGEMENT 252560 1 2671010 2671010 6849500 7136988 -287488 -287488 -287488 PARTNERSHIP INCOME (LOSS) 523000 18612 18612 18612 2402134 0 0 2402134 3200000 3200000 33600 33600 4000 4000 252560 252560 PARTNERSHIP EXPENSES 6955 6955 3497115 3200000 297115 0 155196 78192 69062939 68033305 4343208 4343208 73561343 72454705 0 0 X 73561343 72454705 73561343 72454705 73561343 72454705 X -1094981 -11657 X X 0 1 X 1 0 X X 3 SOUTHWESTERN UNIVERSITY 741233796 2 1 500000 0 UNIVERSITY OF ST THOMAS 741277664 2 1 500000 0 HOUSTON BAPTIST UNIVERSITY 741400699 2 1 500000 0 3 1500000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 MATLINPATTERSON GLOBAL OPPORTUNITIES PARTNERS II, LP 143511 F CARRYING VALUE IN EXCESS OF CAPITAL ACCOUNT 3279463 F PERUVIAN & EASTERN EUROPEAN MONETIZATION FUND LTD. 920234 C 4343208 X 2130962 -252560 -252560 2383522 18612 18612 2402134 3237600 0 3237600 259515 259515 3497115 PART X, LINE 2: THE TRUST IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE OF 1986 (THE "CODE") AND IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE BECAUSE IT IS AN ORGANIZATION DESCRIBED IN SECTION 509(A)(3) OF THE CODE. AS OF DECEMBER 31, 2022, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITATIONS ARE FROM THE YEAR 2019 FORWARD (WITH LIMITED EXCEPTIONS). TAX PENALTIES AND INTEREST, IF ANY, WOULD BE RECORDED WHEN PAID AND WOULD BE CLASSIFIED AS TAX EXPENSE IN THE STATEMENTS OF REVENUE COLLECTED, EXPENSES PAID AND CHANGES IN NET ASSETS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME FROM PARTNERSHIPS PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES FROM PARTNERSHIPS INVESTMENT FEES CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 920234 0 0 0 0 0 0 920234 0 920234 0 0 0 1 1 0 PART III ACCOUNTING METHOD: 1 SOUTHWESTERN UNIVERSITY PO BOX 770 GEORGETOWN TX 78627 741233796 501(C)(3) 500000 0 TO SUPPORT THE RENOVATION OF MOOD BRIDWELL HALL HOUSTON BAPTIST UNIVERSITY 7502 FONDREN ROAD HOUSTON TX 77074 741400699 501(C)(3) 500000 0 TO SUPPORT THE CONSTRUCTION OF THE UNIVERSITY'S NEW SCIENCE, ENGINEERING, AND NURSING BUILDING. BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 77030 741613878 501(C)(3) 100000 0 TOWARD IMPROVING HEALTH THROUGH SCIENCE, SCHOLARSHIP AND INNOVATION. BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 77030 741613878 501(C)(3) 400000 0 TOWARD THE CONSTRUCTION OF THE HEALTH SCIENCES TOWER AS PART OF THE EXPANSION OF THE MCNAIR CAMPUS UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER PO BOX 1321 HOUSTON TX 77251 741761309 501(C)(3) 200000 0 TOWARD UH ENERGY AND UH CCME STUDY OF CARBON NEUTRAL OPTIONS UNIVERSITY OF ST THOMAS 3800 MONTROSE BLVD HOUSTON TX 77006 741277664 501(C)(3) 500000 0 TO SUPPORT UST'S INNOVATION AND ATHLETICS INITIATIVES. UNIVERSITY OF TEXAS AT AUSTIN 110 INNER CAMPUS DRIVE AUSTIN TX 78705 746000203 501(C)(3) 500000 0 TO ESTABLISH AND SUPPORT AN ENDOWED CHAIR FOR THE EXECUTIVE DIRECTOR OF THE VALUE INSTITUTE FOR HEALTH AND CARE AT DELL MEDICAL SCHOOL. UNIVERSITY OF HOUSTON 4800 CALHOUN RD HOUSTON TX 77004 746001399 501(C)(3) 500000 0 TOWARD UH ENERGY AND UH CCME STUDY OF CARBON NEUTRAL OPTIONS 7 0 PART I, LINE 2: GRANTS MADE FROM CTHE REQUIRE THE COMPLETION OF A GRANT CONTRACT. THE TRUST MAINTAINS FILES FOR EACH RECIPIENT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 THE GREATER HOUSTON COMMUNITY FOUNDATION PROVIDES SERVICES TO THE TRUST SUCH AS GRANTS MANAGEMENT, BOARD MEETING COORDINATION AND VARIOUS ADMINISTRATIVE SUPPORT. FORM 990, PART VI, SECTION A, LINE 8B THE TRUST DOES NOT HAVE ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS EMAILED TO THE BOARD TRUSTEES PRIOR TO FILING. THE CONTROLLER OF THE GREATER HOUSTON COMMUNITY FOUNDATION INITIALLY REVIEWS THE 990. UPON THE RESOLUTION OF ANY QUESTIONS RAISED BY THIS INDIVIDUAL AND ANY CHANGES THAT RESULT FROM THIS REVIEW, THE COMPLETED DOCUMENT IS DISTRIBUTED TO THE PRINCIPAL OFFICER FOR HIS REVIEW AND APPROVAL PRIOR TO FILING. A COPY OF THE 990 IS MADE AVAILABLE TO THE TRUSTEES AT THE FIRST MEETING FOLLOWING THE FILE DATE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL TRUSTEES ANNUALLY. THEY ARE ASKED TO ACKNOWLEDGE RECEIPT BY RETURNING A SIGNED FORM. WHEN DISCUSSIONS OCCUR AND/OR VOTES ARE TAKEN IN BOARD MEETINGS AND A MEMBER INDICATES A CONFLICT OF INTEREST, SUCH CONFLICTS ARE NOTED IN THE MINUTES OF THE MEETING AND THE MEMBER ABSTAINS FROM ANY VOTE TAKEN. FORM 990, PART VI, SECTION C, LINE 19 THE MOST RECENT NON-GAAP AUDITED FINANCIAL STATEMENTS, COPIES OF THE TRUST AGREEMENT, BY-LAWS AND CONFLICT OF INTEREST POLICY MAY BE OBTAINED BY CALLING THE CULLEN TRUST FOR HIGHER EDUCATION. FORM 990, PART XI, LINE 9: BOOK INCOME IN EXCESS OF PARTNERSHIP SCHEDULE K-1 INCOME -11,657. FORM 990, PART XII, QUESTION 2C THERE WERE NO CHANGES TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA NO T100 HOUSTON TX 770303411 741613878 EDUCATION TX 501(C)(3) LINE 2 N/A 0 SOUTHWESTERN UNIVERSITY PO BOX 770 GEORGETOWN TX 786270770 741233796 EDUCATION TX 501(C)(3) LINE 2 N/A 0 HOUSTON BAPTIST UNIVERSITY 7502 FONDREN ROAD HOUSTON TX 77074 741400699 EDUCATION TX 501(C)(3) LINE 2 N/A 0 UNIVERSITY OF ST THOMAS 3800 MONTROSE BLVD HOUSTON TX 77006 741277664 EDUCATION TX 501(C)(3) LINE 2 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0