JACOB & TERESE HERSHEY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JACOB & TERESE HERSHEY FOUNDATION (EIN 74-6039126)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-07
- IRS object ID
- 202213119349102086
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-07T20:12:46-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746039126 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jacob and Terese Hershey Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACO | BusinessNameControlTxt |
| Phone | 7135297610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4306 Yoakum Blvd 520 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth G Love | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7135297610 | PhoneNum |
| Signature | 2022-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Elizabeth | PersonFirstNm |
| Person Last | Love | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $132,432,706 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,236,343 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,995,954 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,786,275 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,150,541 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,887,974 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,149,295 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $111,883 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $105,605 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $34,494,721 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,041,175 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $230,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $230,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $238,333 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $31,850 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $206,483 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $87,588 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,175 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $81,413 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $67,586 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $43,853 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $23,733 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $194,546 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $192,881 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,665 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $90,742 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $239 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,456 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $85,590 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,035 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $79,555 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,668 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,668 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $168,341 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $105,349 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62,957 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,203,850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $399,382 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $710,974 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,880,219 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,880,219 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,084,069 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $399,382 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,591,193 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $28,410,652 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,641,793 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $343,631 | CashBOYAmt |
| Cash EOY | $176,503 | CashEOYAmt |
| Cash EOYFMV | $176,503 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,148,229 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,359,600 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,359,600 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $22,020,837 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $15,224,718 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $15,293,900 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $49,512,398 | CorporateStockBOYAmt |
| Corporate Stock EOY | $62,237,775 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $79,775,403 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,546,560 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $19,301,796 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,984,447 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,469,717 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,056,251 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,098,001 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,524,589 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,409 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,122 | LandBOYAmt |
| Land EOY | $6,520,180 | LandEOYAmt |
| Land EOYFMV | $11,720,180 | LandEOYFMVAmt |
| Other Assets BOY | $75,522 | OtherAssetsBOYAmt |
| Other Assets EOY | $24,672 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $24,672 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $87,121,016 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,901,495 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $132,432,706 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,878 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,123 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,878 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,123 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $87,118,138 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $109,898,372 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $87,118,138 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $109,898,372 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $87,121,016 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $109,901,495 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $87,118,138 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $28,410,652 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $115,528,790 | SubtotalAmt |
| Other Decreases | $5,630,418 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $109,898,372 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly traded securities | $13,035,608 | $5,969,030 | $7,066,578 | $7,066,578 | |||
| K-1 Passthrough capital loss | $84,184 | $84,184 | $84,184 | ||||
| Final redemption- Cypress Creek Partners | $744,833 | $744,833 | $0 | $0 | P | 2020-05-26 | 2021-12-21 |
| Sales of art & jewelry | $22,103 | $23,570 | -$1,467 | -$1,467 | P | 2020-11-06 | 2021-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,149,295 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $120,121 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $120,121 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $120,121 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $101,102 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $38,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $139,102 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,981 | OverpaymentAmt |
| Applied To ES Tax | $18,981 | 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 | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.jthershey.org | WebsiteAddressTxt |
| Individual With Books | Hilda Macias Hendrix | IndividualWithBooksNm |
| Phone | 7135297610 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4306 Yoakum Blvd Suite 520 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| Jeffrey Hershey | ||||||||
| 4306 Yoakum Blvd Suite 520 | Houston | TX | 77006 | President | 5.00 | $0 | $0 | $0 |
| Andrew H Sansom | ||||||||
| 4306 Yoakum Blvd Suite 520 | Houston | TX | 77006 | Treasurer / Dir | 5.00 | $0 | $0 | $0 |
| Amie Rodnick | ||||||||
| 4306 Yoakum Blvd Suite 520 | Houston | TX | 77006 | Secretary / Dir | 5.00 | $0 | $0 | $0 |
| Kim Baker | ||||||||
| 4306 Yoakum Blvd Suite 520 | Houston | TX | 77006 | Director | 5.00 | $0 | $0 | $0 |
| Olive Hershey | ||||||||
| 4306 Yoakum Blvd Suite 520 | Houston | TX | 77006 | Director | 5.00 | $0 | $0 | $0 |
| Earthea Nance | ||||||||
| 4306 Yoakum Blvd Suite 520 | Houston | TX | 77006 | Director | 5.00 | $0 | $0 | $0 |
| Elizabeth GLove | ||||||||
| 4306 Yoakum Blvd Suite 520 | Houston | TX | 77006 | CEO | 40.00 | $230,000 | $33,027 | $23,485 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Deborah Mueller | ||||||||
| 4306 Yoakum Blvd Suite 520 | Houston | TX | 77006 | Director of Grants M | 30.00 | $142,112 | $11,406 | $0 |
| Hilda Macias Hendrix | ||||||||
| 4306 Yoakum Blvd Suite 520 | Houston | TX | 77006 | Director of Finance | 20.00 | $79,625 | $6,653 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Brown Advisory Austin TBP | |||||
| 500 West 2nd Street Suite 1850 | Austin | TX | 78701 | Investment management | $192,881 |
| Klosek & Associates PLLC | |||||
| 3355 W Alabama St | Houston | TX | 77098 | Legal fees | $54,597 |
| 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 | $109,043,184 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,867,052 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,895,174 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $115,805,410 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $115,805,410 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,737,081 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $114,068,329 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,703,416 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,703,416 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $120,121 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,065 | IncomeTaxAmt |
| Total Tax | $121,186 | TotalTaxAmt |
| Distributable Before Adj | $5,582,230 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,582,230 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,582,230 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,591,193 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $18,514 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $5,609,707 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,582,230 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $758,616 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $758,616 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,609,707 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,582,230 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,477 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $786,093 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $786,093 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $758,616 | ExcessFromYear4Amt |
| Excess From Current Year | $27,477 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Jacob and Terese Hershey Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4306 Yoakum Blvd Suite 520 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7135297612 | RecipientPhoneNum |
| Recipient Email Address | support@jthershey.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Anyone interested in applying for a grant must first submit a letter of inquiry via our online system at https://jthershey.org/apply/. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Varies, see website | SubmissionDeadlinesTxt |
| Restrictions On Awards | Evaluated on case by case basis by the Board | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (122 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU Foundation of Texas | ||||||||
| PO Box 8306 | Houston | TX | 77288 | N/A | PC | Towards protecting abortion rights in Texas | $25,000 | |
| Air Alliance Houston | ||||||||
| 2520 Caroline Street Ste 100 | Houston | TX | 77004 | N/A | PC | Toward general operating support | $50,500 | |
| American Forests | ||||||||
| 1220 L Street NW Ste 750 | Washington | DC | 20005 | N/A | PC | Toward restoring thorn forest habitat in the lower Rio Grande Valley | $50,000 | |
| Armand Bayou Nature Center | ||||||||
| PO Box 58828 | Houston | TX | 77258 | N/A | PC | Toward environmental education programs | $10,000 | |
| Audubon Rockies | ||||||||
| 215 W Oak St Ste 2C | Fort Collins | CO | 80521 | N/A | PC | Toward environmental education programs in southwestern Colorado | $100,000 | |
| Audubon Texas | ||||||||
| 7700 West Highway 71 Ste 330 | Austin | TX | 78735 | N/A | PC | Toward the Conservation Leaders program for young women | $50,000 | |
| Austin Humane Society | ||||||||
| 124 W Anderson Ln | Austin | TX | 787521104 | N/A | PC | Toward general operating support | $10,000 | |
| Austin Parks Foundation | ||||||||
| PO Box 6160 | Austin | TX | 78762 | N/A | PC | Toward completing improvements at the Govalle Neighborhood Park | $50,000 | |
| Bandera Canyonlands Alliance | ||||||||
| P O Box 135 | Medina | TX | 78055 | N/A | PC | Toward general operating support | $10,000 | |
| Bayou City Waterkeeper | ||||||||
| 2010 N Loop West Ste 103 | Houston | TX | 77018 | N/A | PC | Toward general operating support | $60,000 | |
| Bayou Land Conservancy | ||||||||
| 10330 Lake Road Building J | Houston | TX | 77070 | N/A | PC | Toward accelerating land conservation in the Lake Houston watershed | $50,000 | |
| Bering Memorial United Church of Christ | ||||||||
| 1440 Harold St | Houston | TX | 77006 | N/A | PC | In kind donation- Bedside cabinet | $565 | |
| Cascadia Wildlands | ||||||||
| POB 10455 | Eugene | OR | 97440 | N/A | PC | Toward defending area forests | $30,000 | |
| Center for Reproductive Rights | ||||||||
| 199 Water Street 22nd Floor | New York | NY | 10038 | N/A | PC | Toward legal services to protect abortion rights in Texas | $150,000 | |
| Central Texas Tortoise Rescue | ||||||||
| 687 Falconwood Drive | San Marcos | TX | 78666 | N/A | PC | Toward general operating support | $4,124 | |
| Citizens for Animal Protection | ||||||||
| 17555 Katy Freeway | Houston | TX | 77094 | N/A | PC | Toward general operating support | $10,000 | |
| City of Houston | ||||||||
| 901 Bagby | Houston | TX | 77002 | N/A | GOV | In kind donation- Chairs for City of Houston-ReUse | $380 | |
| Coalition for Environment Equity and Resilience | ||||||||
| PO Box 2245 | New Orleans | LA | 70176 | N/A | PC | Toward general operating support | $75,000 | |
| Coastal Prairie Conservancy | ||||||||
| 5615 Kirby Drive Ste 867 | Houston | TX | 77005 | N/A | PC | Toward refining the Buffalo Bayou Community Plan for flood mitigation | $50,000 | |
| Coastal Prairie Conservancy | ||||||||
| 5615 Kirby Drive Ste 867 | Houston | TX | 77005 | N/A | PC | Toward accelerating land conservation in the coastal prairie | $50,000 | |
| Colorado Open Lands | ||||||||
| 1546 Cole Blvd 200 | Lakewood | CO | 80401 | N/A | PC | Toward accelerating land conservation in southwestern Colorado | $50,000 | |
| Comal County Conservation Alliance | ||||||||
| 41 Stonecrest Circle | New Braunfels | TX | 78132 | N/A | PC | Toward building capacity for conservation in Comal County | $50,000 | |
| Commission Shift | ||||||||
| 212 Flores Ave | Laredo | TX | 78040 | N/A | PC | Toward general operating support | $500 | |
| Committee to Bridge the Gap | ||||||||
| 605 Waldeberg Road | Ben Lomond | CA | 95005 | N/A | PC | Toward preventing radioactive waste disposal in Texas | $30,000 | |
| Communities for Better Health | ||||||||
| 4725 Paradise Ln | Houston | TX | 770481027 | N/A | PC | Toward support for Ivy Leaf Farms | $5,000 | |
| Creative Visions Foundation | ||||||||
| 18820 Pacific Coast Hwy Ste 201 | Malibu | CA | 902655535 | N/A | PC | Toward promoting the Wildlife Killings Contests film | $40,000 | |
| Emancipet | ||||||||
| 7010 Easy Wind Drive Ste 260 | Austin | TX | 78752 | N/A | PC | Toward increasing access to veterinary services | $25,000 | |
| Environment Texas Research and Policy Center | ||||||||
| 200 E 30th | Austin | TX | 78705 | N/A | PC | Toward research to inform the expansion of the Texas state parks system | $50,000 | |
| Environmental Defense Fund | ||||||||
| 257 Park Avenue South 17th Floor | New York | NY | 10010 | N/A | PC | Toward the One Breath Partnership | $50,000 | |
| Environmental Defense Fund | ||||||||
| 257 Park Avenue South 17th Floor | New York | NY | 10010 | N/A | PC | Toward advancing sustainable groundwater management in Texas | $50,000 | |
| Environmental Integrity Project | ||||||||
| 1000 Vermont Avenue NW Ste 1100 | Washington | DC | 20005 | N/A | PC | Toward technical and legal services to address polluting infrastructure | $50,000 | |
| Environmental Stewardship | ||||||||
| PO Box 1423 | Bastrop | TX | 78602 | N/A | PC | Toward advancing sustainable groundwater practices within the Lost Pines Groundwater District | $50,000 | |
| Families in Nature | ||||||||
| 4610 Shoalwood | Austin | TX | 78756 | N/A | PC | Toward expanding environmental education and outdoor learning | $50,000 | |
| Fort Worth Public Library Foundation | ||||||||
| 500 West 3rd St | Fort Worth | TX | 76102 | N/A | PC | In kind donation - multiple art pieces | $25,500 | |
| Friends of LBJ National Historical Park | ||||||||
| PO Box 1831 | Johnson City | TX | 78636 | N/A | PC | Toward building operational capacity | $15,000 | |
| Friends of the Earth | ||||||||
| 1101 15th Street NW 11th Floor | Washington | DC | 20005 | N/A | PC | Toward the Landgrabs, Forests and Finance project | $50,000 | |
| Galveston Bay Foundation | ||||||||
| 1725 Highway 146 | Kemah | TX | 77565 | N/A | PC | Toward accelerating land conservation along Galveston Bay | $50,000 | |
| Great Springs Project | ||||||||
| 409 W 14th Street | Austin | TX | 78701 | N/A | PC | Toward identifying priority lands and advancing land protection | $50,000 | |
| Gulf Coast Bird Observatory | ||||||||
| 299 Hwy 332 West | Lake Jackson | TX | 77566 | N/A | PC | Toward avian conservation through research and monitoring | $35,000 | |
| Guttmacher Institute | ||||||||
| 125 Maiden Lane 7Th Floor | New York | NY | 100384723 | N/A | PC | Toward research and policy analysis on reproductive issues in Texas | $25,000 | |
| Hill Country Alliance | ||||||||
| PO Box 151675 | Austin | TX | 78715 | N/A | PC | Toward mobilizing funding for land conservation in the Texas Hill Country | $50,000 | |
| Hill Country Conservancy | ||||||||
| PO Box 163125 | Austin | TX | 78716 | N/A | PC | Toward accelerating land conservation in the Texas Hill Country | $50,000 | |
| Houston Arboretum & Nature Center | ||||||||
| 4501 Woodway Dr | Houston | TX | 77024 | N/A | PC | Toward environmental education programs | $10,000 | |
| Houston Arboretum & Nature Center | ||||||||
| 4501 Woodway Dr | Houston | TX | 77024 | N/A | PC | Toward general operating support | $500 | |
| Houston Audubon | ||||||||
| 440 Wilchester Blvd | Houston | TX | 77079 | N/A | PC | Toward general operating support | $50,000 | |
| Houston Humane Society | ||||||||
| 14700 Almeda Road | Houston | TX | 77053 | N/A | PC | Toward the spay/neuter program | $7,500 | |
| Houston Parks Board | ||||||||
| 300 North Post Oak Lane | Houston | TX | 77024 | N/A | PC | Toward general operating support | $50,000 | |
| Houston Society for the Prevention of Cruelty to Animals (SPCA) | ||||||||
| 7007 Old Katy Road | Houston | TX | 77024 | N/A | PC | Toward general operating support | $25,000 | |
| Inland Northwest Land Conservancy | ||||||||
| 35 W Main Ave Ste 210 | Spokane | WA | 99201 | N/A | PC | Toward restoring the Waikiki Springs Preserve | $10,000 | |
| International Crane Foundation | ||||||||
| E11376 Shady Lane Road | Baraboo | WI | 53913 | N/A | PC | Toward engaging landowners in Whooping Crane conservation | $50,000 | |
| Jolt Initiative | ||||||||
| PO Box 4185 | Austin | TX | 78765 | N/A | PC | Toward Latinx youth organizing against climate change | $30,000 | |
| KPFT Radio 901 FM | ||||||||
| PO 667220 | Houston | TX | 772267220 | N/A | PC | Toward environmental programming | $12,500 | |
| Lake Fork Valley Conservancy | ||||||||
| PO Box 123 | Lake City | CO | 81235 | N/A | PC | Toward a master plan for the Slumgullion Earth and Sky Center | $22,500 | |
| Link Houston | ||||||||
| 609 Main St FL 25 | Houston | TX | 77002 | N/A | PC | Toward general operating support | $2,000 | |
| Lone Star Legal Aid | ||||||||
| 1415 Fannin Street | Houston | TX | 77002 | N/A | PC | Toward environmental justice legal services along the upper Texas coast | $7,500 | |
| Lone Star Legal Aid | ||||||||
| 1415 Fannin Street | Houston | TX | 77002 | N/A | PC | Toward environmental justice legal services along the upper Texas coast | $50,000 | |
| Mountain Studies Institute | ||||||||
| 116 E 12th Street PO Box 426 | Silverton | CO | 81433 | N/A | PC | Toward addressing environmental education gaps in southwestern Colorado | $15,000 | |
| National Center for Appropriate Technology | ||||||||
| 3040 Continental Dr | Butte | MT | 59702 | N/A | PC | Toward the Soil for Water landowner education program | $50,000 | |
| National Park Foundation | ||||||||
| 1500 K Street NW Ste 700 | Washington | DC | 20005 | N/A | PC | Toward reintroducing the Red Cockaded Woodpecker to Big Thicket National Preserve | $50,000 | |
| National Wildlife Federation | ||||||||
| 505 East Huntland Drive Ste 485 | Austin | TX | 78752 | N/A | PC | Toward advancing nature-based flood mitigation and green infrastructure | $50,000 | |
| Nuclear Information and Resource Service | ||||||||
| 6930 Carroll Ave Ste 340 | Takoma Park | MD | 20912 | N/A | PC | Toward preventing nuclear waste transport and interim storage | $35,000 | |
| Open Door Preschools | ||||||||
| PO Box 302527 | Austin | TX | 78703 | N/A | PC | Toward constructing an outdoor learning environment | $40,000 | |
| Our Children's Trust | ||||||||
| PO Box 5181 | Eugene | OR | 97405 | N/A | PC | Toward youth-led climate change litigation | $50,000 | |
| Planned Parenthood Gulf Coast Inc | ||||||||
| 4600 Gulf Freeway | Houston | TX | 77023 | N/A | PC | Toward general operating support | $76,000 | |
| Planned Parenthood of Greater Texas | ||||||||
| 7424 Greenville Ave Ste 206 | Dallas | TX | 75231 | N/A | PC | Toward general operating support | $50,000 | |
| Port Aransas Preservation Fund | ||||||||
| 1004 Private Road C | Port Aransas | TX | 78373 | N/A | PC | Toward exploring legal strategies against incursions in South Texas | $25,000 | |
| Public Citizen | ||||||||
| 309 E 11th Street Ste 2 | Austin | TX | 78701 | N/A | PC | Toward the "Texas Freeze" education campaign | $25,000 | |
| Public Citizen | ||||||||
| 309 E 11th Street Ste 2 | Austin | TX | 78701 | N/A | PC | Toward community organizing in East Harris County | $50,000 | |
| Public Citizen | ||||||||
| 309 E 11th Street Ste 2 | Austin | TX | 78701 | N/A | PC | Toward community organizing against the WA Parish coal-fired power plant | $50,000 | |
| Public Citizen | ||||||||
| 309 E 11th Street Ste 2 | Austin | TX | 78701 | N/A | PC | Toward engaging communities in the TCEQ Sunset Review | $50,000 | |
| Randall Davey Audubon Center & Sanctuary | ||||||||
| 1800 Upper Canyon Rd | Santa Fe | NM | 87505 | N/A | PC | In kind donation- Horse racing etching | $100 | |
| Rice University's Baker Institute Center for Public Finance | ||||||||
| Baker Institute Rice University | Houston | TX | 77251 | N/A | PC | Toward assessing alternatives to oil and gas revenues for state funding | $30,000 | MS40 PO Box 1892 |
| River Pierce Foundation | ||||||||
| PO Box 249 | San Ygnacio | TX | 78067 | N/A | PC | Toward environmental education programs in South Texas | $5,000 | |
| Rockefeller Family Fund Inc as FS for Commission Shift | ||||||||
| 475 Riverside Drive Ste 900 | New York | NY | 10115 | N/A | PC | Toward support for Commission Shift | $75,000 | |
| Rothko Chapel | ||||||||
| 1409 Sul Ross | Houston | TX | 77006 | N/A | PC | Toward incorporating climate justice dialogue within the 2021 Symposium | $15,000 | |
| Rothko Chapel | ||||||||
| 3900 Yupon St | Houston | TX | 77006 | N/A | PC | Toward a contribution in memory of former Board member Sissy Farenthold | $10,000 | |
| San Juan Citizens Alliance | ||||||||
| PO Box 2461 | Durango | CO | 81302 | N/A | PC | Toward halting oil and gas development in the San Juan Mountains | $10,000 | |
| Save Barton Creek Association | ||||||||
| PO Box 5923 | Austin | TX | 78763 | N/A | PC | Toward protecting the waters of the Hill Country from sewage pollution | $10,000 | |
| Save Barton Creek Association | ||||||||
| PO Box 5923 | Austin | TX | 78763 | N/A | PC | Toward protecting the waters of the Hill Country from sewage pollution | $35,000 | |
| Shoal Creek Conservancy | ||||||||
| 707 Rio Grande St | Austin | TX | 78701 | N/A | PC | Toward implementing the Shoal Creek Watershed Action Plan | $30,000 | |
| Sierra Club Foundation | ||||||||
| 2101 Webster Street Ste 1250 | Oakland | CA | 94612 | N/A | PC | Toward advancing sustainable water management strategies | $50,000 | |
| SPARK School Park Program | ||||||||
| PO Box 1562 | Houston | TX | 77251 | N/A | PC | Toward general operating support | $65,000 | |
| SPARK School Park Program | ||||||||
| PO Box 1562 | Houston | TX | 77251 | N/A | PC | Toward general operating support | $500 | |
| Special Pals Inc | ||||||||
| 3830 Greenhouse Rd | Houston | TX | 77084 | N/A | PC | Toward supporting clinical operations | $10,000 | |
| Sustainable Energy & Economic Development (SEED) Coalition | ||||||||
| 605 Carismatic Lane | Austin | TX | 78748 | N/A | PC | Toward preventing radioactive waste disposal in Texas and New Mexico | $50,000 | |
| Sustainable Food Center | ||||||||
| 2921 E 17th Street Building C | Austin | TX | 78702 | N/A | PC | Toward general operating support | $25,000 | |
| TEJAS-Texas Environmental Justice Advocacy Services | ||||||||
| 900 N Wayside Dr | Houston | TX | 77011 | N/A | PC | Toward general operating support | $5,000 | |
| Texas A&M University - Corpus Christi | ||||||||
| 6300 Ocean Drive Unit 5869 | Corpus Christi | TX | 78412 | N/A | GOV | Toward a review of freshwater inflows into Texas bays and estuaries | $33,000 | |
| Texas Appleseed | ||||||||
| 1609 Shoal Creek Ste 201 | Austin | TX | 78701 | N/A | PC | Toward legal services against the I-45 freeway expansion | $35,000 | |
| Texas Campaign for the Environment Fund | ||||||||
| 3903 S Congress Ave PO Box 42278 | Austin | TX | 78704 | N/A | PC | Toward promoting clean energy and a just transition from oil and gas | $50,000 | |
| Texas Climate News | ||||||||
| 3018 Prescott St | Houston | TX | 77025 | N/A | PC | Toward general operating support | $25,000 | |
| Texas Conservation Alliance | ||||||||
| PO Box 822554 | Dallas | TX | 75382 | N/A | PC | Toward engaging conservation interns from Texas' HBCUs | $25,000 | |
| Texas Health and Environment Alliance Inc | ||||||||
| 3262 Westheimer Rd 142 | Houston | TX | 77098 | N/A | PC | Toward general operating support | $50,000 | |
| Texas Land Conservancy | ||||||||
| 6626 Silvermine Dr Ste 300 | Austin | TX | 78736 | N/A | PC | Toward building capacity to absorb orphan conservation easements | $50,000 | |
| Texas Land Trust Council | ||||||||
| PO Box 2677 | Wimberley | TX | 78676 | N/A | PC | Toward general operating support | $30,000 | |
| Texas Parks and Wildlife Foundation | ||||||||
| 2914 Swiss Avenue | Dallas | TX | 75204 | N/A | PC | Toward commemorations of the centennial anniversary of Texas State Parks | $50,000 | |
| Texas Rio Grande Legal Aid Inc | ||||||||
| 301 South Texas | Mercedes | TX | 78570 | N/A | PC | Toward environmental justice legal services along the lower Texas coast | $7,500 | |
| Texas Rio Grande Legal Aid Inc | ||||||||
| 301 South Texas | Mercedes | TX | 78570 | N/A | PC | Toward environmental justice legal services along the lower Texas coast | $50,000 | |
| Texas Solar Energy Society | ||||||||
| PO Box 1447 | Austin | TX | 78767 | N/A | PC | Toward efforts to enable solar energy in Texas' rural electric cooperatives | $15,000 | |
| Texas Wildlife Rehabilitation Coalition | ||||||||
| 10801 Hammerly Blvd Ste 200 | Houston | TX | 77043 | N/A | PC | Toward general operating support | $10,000 | |
| The Cynthia & George Mitchell Foundation | ||||||||
| 2700 Technology Forest Blvd Ste 260 | The Woodlands | TX | 77381 | N/A | PF | Collaborating with peer foundations to support a statewide coalition of nonprofit organizations advancing an equitable transition to clean energy | $10,000 | |
| The Nature Conservancy | ||||||||
| 200 E Grayson St Ste 202 | San Antonio | TX | 78215 | N/A | PC | Toward due diligence expenses for the protection of Honey Creek | $25,000 | |
| The Peregrine Fund | ||||||||
| 5668 W Flying Hawk Lane | Boise | ID | 83709 | N/A | PC | Toward recovering the Northern Aplomado Falcon | $50,000 | |
| The Student Conservation Association | ||||||||
| 1310 N Courthouse Rd Ste 110 | Arlington | VA | 22201 | N/A | PC | Toward environmental education and conservation for Houston Youth | $25,000 | |
| The Texas Observer | ||||||||
| 54 Chicon Street | Austin | TX | 78723 | N/A | PC | Toward the launch of Public Health Watch | $50,000 | |
| The Texas Observer | ||||||||
| 54 Chicon Street | Austin | TX | 78723 | N/A | PC | Toward reporting on the environment and reproductive rights | $77,700 | |
| The Texas Tribune | ||||||||
| 919 Congress Ave Sixth Floor | Austin | TX | 78701 | N/A | PC | Toward reporting on the environment and reproductive rights | $60,000 | |
| Travis Audubon | ||||||||
| PO Box 301629 | Austin | TX | 78703 | N/A | PC | Toward the Blair Woods Sanctuary trails master plan | $10,000 | |
| TREAD Coalition Education Foundation | ||||||||
| 11601 W Hwy 290 Ste A101-369 | Austin | TX | 78737 | N/A | PC | Toward energy pipeline routing reform | $25,000 | |
| Trees For Houston | ||||||||
| PO Box 270477 | Houston | TX | 77277 | N/A | PC | Toward planting trees in Houston's Fifth Ward | $50,000 | |
| University of Houston | ||||||||
| 5000 Gulf Freeway Technology Bridge | Houston | TX | 77004 | N/A | GOV | Toward prairie restoration at the UH Coastal Center | $25,000 | Bdg 1 |
| Urban Harvest Inc | ||||||||
| 3302 Canal St | Houston | TX | 77003 | N/A | PC | Toward general operating support | $25,000 | |
| Urban Harvest Inc | ||||||||
| 3302 Canal St | Houston | TX | 77003 | N/A | PC | Toward general operating support | $300 | |
| Vanguard Charitable | ||||||||
| PO Box 9509 | Warwick | RI | 02889 | N/A | PC | Toward contributing to Donor Advised Fund | $773,550 | |
| Verde Valley School | ||||||||
| 3511 Verde Valley School Rd | Sedona | AZ | 86351 | N/A | PC | Toward school field trips centered on environmental education | $50,000 | |
| Western Rivers Conservancy | ||||||||
| 71 SW Oak Street Ste 100 | Portland | OR | 97204 | N/A | PC | Toward conserving lands at La Jara State Trust | $15,000 | |
| Wharton County Stray Pet Outreach Team | ||||||||
| PO Box 584 | Wharton | TX | 77488 | N/A | PC | Toward general operating support | $5,000 | |
| Wharton County Stray Pet Outreach Team | ||||||||
| PO Box 584 | Wharton | TX | 77488 | N/A | PC | Toward general operating support | $15,000 | |
| Wheelwright Museum of the American Indian | ||||||||
| 704 Camino Lejo | Santa Fe | NM | 87505 | N/A | PC | In kind donation- Bird and Johnson Story Belt art | $17,500 | |
| Whitefish Review | ||||||||
| 708 Lupfer Ave | Whitefish | MT | 59937 | N/A | PC | Toward raising awareness to protect wildlife habitat | $25,000 | |
| Wildlife Habitat Federation | ||||||||
| PO Box 75 | Cat Spring | TX | 78933 | N/A | PC | Toward collaborating with landowners to restore prairie habitat | $50,000 | |
| Wildlife Rescue Inc | ||||||||
| 5401 E Martin Luther King Jr Blvd | Austin | TX | 78721 | N/A | PC | Toward general operating support | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,880,219 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Austin Humane Society | |||||||
| 124 W Anderson Ln | Austin | TX | 78752 | N/A | PC | Toward the Capital Campaign | $50,000 |
| Austin Humane Society | |||||||
| 124 W Anderson Ln | Austin | TX | 78752 | N/A | PC | Toward general operating upport | $10,000 |
| Bayou Land Conservancy | |||||||
| 10330 Lake Road Building J | Houston | TX | 77070 | N/A | PC | Toward accelerating land conservation in the Lake Houston watershed | $50,000 |
| Center for Reproductive Rights | |||||||
| 199 Water Street 22nd Floor | New York | NY | 10038 | N/A | PC | Toward legal services to protect abortion rights in Texas | $150,000 |
| Citizens for Animal Protection | |||||||
| 17555 Katy Freeway | Houston | TX | 77094 | N/A | PC | Toward general operating support | $10,000 |
| Coastal Prairie Conservancy | |||||||
| 5615 Kirby Drive Ste 867 | Houston | TX | 77005 | N/A | PC | Toward accelerating land conservation in the coastal prairie | $50,000 |
| Colorado Open Lands | |||||||
| 1546 Cole Blvd 200 | Lakewood | CO | 80401 | N/A | PC | Toward accelerating land conservation in southwestern Colorado | $50,000 |
| Families in Nature | |||||||
| 4610 Shoalwood | Austin | TX | 78756 | N/A | PC | Toward expanding environmental education and outdoor learning | $50,000 |
| Friends of LBJ National Historical Park | |||||||
| PO Box 1831 100 Lady Bird Lane | Johnson City | TX | 78636 | N/A | PC | Toward building operational capacity | $15,000 |
| Galveston Bay Foundation | |||||||
| 1725 Highway 146 | Kemah | TX | 77565 | N/A | PC | Toward accelerating land conservation along Galveston Bay | $50,000 |
| Hill Country Alliance | |||||||
| PO Box 151675 | Austin | TX | 78715 | N/A | PC | Toward mobilizing funding for land conservation in the Texas Hill Country | $50,000 |
| Houston Society for the Prevention of Cruelty to Animals (SPCA) | |||||||
| 7007 Old Katy Road | Houston | TX | 77024 | N/A | PC | Toward general operating support | $25,000 |
| International Crane Foundation | |||||||
| E11376 Shady Lane Road | Baraboo | WI | 53913 | N/A | PC | Toward engaging landowners in Whooping Crane conservation | $50,000 |
| Mountain Studies Institute | |||||||
| 116 E 12th Street PO Box 426 | Silverton | CO | 81433 | N/A | PC | Toward addressing environmental education gaps in southwestern Colorado | $15,000 |
| Rockefeller Family Fund Inc as FS for Commission Shift | |||||||
| 475 Riverside Drive Ste 900 | New York | NY | 10115 | N/A | PC | Toward support for Commission Shift | $75,000 |
| Save Barton Creek Association | |||||||
| PO Box 5923 | Austin | TX | 78763 | N/A | PC | Toward protecting the waters of the Hill Country from sewage pollution | $35,000 |
| Save Buffalo Bayou | |||||||
| 3614 Montrose 706 | Houston | TX | 77006 | N/A | PC | Toward advocacy to protect Buffalo Bayou | $25,000 |
| Sierra Club Foundation | |||||||
| 2101 Webster Street Ste 1250 | Oakland | CA | 94612 | N/A | PC | Toward advancing sustainable water management strategies | $50,000 |
| SPARK School Park Program | |||||||
| PO Box 1562 | Houston | TX | 77251 | N/A | PC | Toward general operating support | $65,000 |
| Texas Conservation Alliance | |||||||
| PO Box 822554 | Dallas | TX | 75382 | N/A | PC | Toward engaging conservation interns from Texas' HBCUs | $25,000 |
| Texas Parks and Wildlife Foundation | |||||||
| 2914 Swiss Avenue | Dallas | TX | 75204 | N/A | PC | Toward capital improvements at Palo Pinto Mountains State Park | $250,000 |
| Texas Rio Grande Legal Aid Inc | |||||||
| 301 South Texas | Mercedes | TX | 78570 | N/A | PC | Toward environmental justice legal services along the lower Texas coast | $50,000 |
| The Nature Conservancy | |||||||
| 200 E Grayson St Ste 202 | San Antonio | TX | 78215 | N/A | PC | Towards land acquisition to protect Honey Creek | $82,000 |
| The Texas Tribune | |||||||
| 919 Congress Ave Sixth Floor | Austin | TX | 78701 | N/A | PC | Toward reporting on the environment and reproductive rights | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,342,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,995,954 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,246 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,149,295 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Royalty income | 15 | $138,662 | ||
| Passthrough K-1 income | 14 | -$32,670 | 525990 | $5,891 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $7,137 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,251,241 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,258,378 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Estate of Terese T Hershey | |||||||
| 1 | 4306 Yoakum Blvd Suite 520 | Houston | TX | 77006 | $8,650,782 | Yes (X) | Yes (X) |
| Estate of Terese T Hershey | |||||||
| 2 | 4306 Yoakum Blvd Suite 520 | Houston | TX | 77006 | $9,130 | Yes (X) | |
| Estate of Terese T Hershey | |||||||
| 3 | 4306 Yoakum Blvd Suite 520 | Houston | TX | 77006 | $808,490 | Yes (X) | |
| Estate of Terese T Hershey | |||||||
| 4 | 4306 Yoakum Blvd Suite 520 | Houston | TX | 77006 | $4,293,625 | Yes (X) | |
| Estate of Terese T Hershey | |||||||
| 5 | 4306 Yoakum Blvd Suite 520 | Houston | TX | 77006 | $11,474,316 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Publicly traded securities | $8,250,784 | 2021-05-19 |
| 2 | Furniture & Decor | $9,130 | 2021-02-13 |
| 3 | Mineral interests | $808,490 | 2021-05-31 |
| 5 | Real property | $11,474,316 | 2021-12-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting & tax compliance | CategoryTxt |
| Amt | $27,000 | Amt |
| Net Investment Income | $13,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| Furniture and Fixtures | 2021-11-30 | $13,840 | $1,953 | SL | 7.000000000000 | $1,534 | $0 |
| Machinery equipment | 2021-06-02 | $10,749 | SL | 5.000000000000 | $922 | $0 | |
| Four Mile Ranch | 2021-12-30 | $6,500,000 | L | $0 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Save RGV From LNG | ||||||||||
| 613 West Saint Charles St | Brownsville | TX | 78520 | 2020-06-19 | $30,000 | Supporting legal action against incursions on area wetlands and beaches in the Rio Grande Valley. | $22,864 | No | Report on 2021 activity on grant submitted 1/30/22 | The Foundation has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification was made. |
| The Cynthia & George Mitchell Foundation | ||||||||||
| 2700 Technology Forest Blvd Ste 260 | The Woodlands | TX | 77381 | 2021-09-29 | $10,000 | Collaborating with peer foundations to support a statewide coalition of nonprofit organizations advancing an equitable transition to clean energy. | $10,000 | No | The Foundation has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification was made. | |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Cypress Creek Private Stategies Registered Fund LP | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $1,246 | GrossSalesPriceAmt |
| Basis Method | Cost | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $1,246 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (43 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 230,000 Agilent 2.100 06/04/30 | $231,219 | $225,398 |
| 185,000 Alexandria RE EQ 4.900 12/15/30 | $222,339 | $222,440 |
| 210,000 American Tower 3.125 01/15/27 | $221,710 | $219,977 |
| 215,000 Amphenol 2.800 02/15/30 | $226,466 | $221,757 |
| 225,000 Bank Nova 0.650 07/31/24 | $224,873 | $222,222 |
| 335,000 Bank of America 0.981 09/25/25 | $335,385 | $331,003 |
| 527,038 Brown Advisory Total Return Instl | $5,577,032 | $5,412,678 |
| 230,000 Brunswick Corp 2.400 08/18/31 | $228,979 | $220,793 |
| 220,000 Citigroup 1.678 05/15/24 | $221,377 | $222,457 |
| 230,000 Clorox 1.800 05/15/30 | $229,336 | $223,135 |
| 190,000 CNH Equipment 01/16/2029 0.900% | $189,991 | $185,899 |
| 110,000 Con Ed of NY 3.350 04/01/30 | $120,050 | $118,410 |
| 120,000 CrowdStrike Hldg 3.000 02/15/29 | $121,320 | $118,500 |
| 210,000 Crown Castle 3.300 07/01/30 | $223,003 | $221,743 |
| 295,000 CVS Health 4.300 03/25/28 | $331,693 | $331,288 |
| 1,575,000 EIB 2.500 10/15/24 | $1,663,939 | $1,640,162 |
| 225,000 Equinix 2.500 05/15/31 (NV) | $225,366 | $225,101 |
| 170,000 Ford Fndtn Bond 2.415% 06/0 | $171,202 | $161,279 |
| 115,000 Ford Motor 3.250 02/12/32 31 | $115,087 | $117,760 |
| 212,000 Fortis 3.055 10/04/26 | $228,214 | $220,802 |
| 225,000 Goldman Sachs 0.855 02/12/26 | $224,968 | $220,680 |
| 210,000 Hasbro 3.900 11/19/29 | $229,019 | $231,746 |
| 955,000 IBRD 0.625 04/22/25 | $954,695 | $939,443 |
| 715,000 IFC 2.000 10/24/22 MTN | $725,834 | $724,125 |
| 205,000 JB Hunt Trans 3.875 03/01/26 | $221,779 | $222,954 |
| 250,000 John Deere Owner Trust 2020 A3 | $220,222 | $218,277 |
| 175,000 John Deere Owner Trust 21B | $174,984 | $173,006 |
| 225,000 JP Morgan 0.653 09/16/24 | $225,449 | $223,967 |
| 76,000 KFW 2.000 09/29/22 | $77,055 | $76,876 |
| 195,000 Marriott Intnl 4.650 12/01/28 | $210,460 | $218,849 |
| 180,978 Metropolitan West Unconstrained | $2,148,567 | $2,112,335 |
| 235,000 Micron Tech 2.703 04/15/32 | $234,997 | $235,266 |
| 225,000 Morgan Stanley 0.864 10/21/25 | $225,465 | $221,850 |
| 105,000 NextEra Hldg 4.800 12/01/77 | $107,561 | $111,914 |
| 230,000 PerkinElmer 2.250 09/15/31 | $229,841 | $223,907 |
| 225,000 Physicians Realty 11/01/2031 2.625% | $224,875 | $223,893 |
| 205,000 PVH 4.625 07/10/25 25 | $223,680 | $223,348 |
| 190,000 Toyota Auto Rec Owner 21B A3 Sr | $189,980 | $188,166 |
| 305,000 Verisk Analytics 4.000 06/15/25 | $328,902 | $327,829 |
| 300,000 Verizon 3.875 02/08/29 | $338,113 | $332,730 |
| 215,000 VF 2.950 04/23/30 | $222,063 | $223,228 |
| 230,000 VMware 1.800 08/15/28 | $229,160 | $224,022 |
| 225,000 Xylm 2.250 01/30/31 | $225,546 | $223,232 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (196 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,797 ABCAM ADR | $37,135 | $42,319 |
| 1,408 Accolade Inc | $45,234 | $37,115 |
| 458 Adobe Systems Inc | $145,365 | $259,713 |
| 2,636 Agilon Health Inc | $77,491 | $71,172 |
| 1,523 Albany International Corp | $101,913 | $134,709 |
| 1,812 Alignment Healthcare Inc | $30,876 | $25,477 |
| 91 Amazon Com Inc | $171,174 | $303,425 |
| 108 Amazon Com Inc | $190,730 | $360,109 |
| 1,209 American Tower Corp | $291,960 | $353,633 |
| 1,168 Analog Devices Inc | $152,878 | $205,299 |
| 6,885 Angies List Inc | $89,863 | $63,411 |
| 4,304 Apple Inc | $255,889 | $764,261 |
| 3,047 Apple Inc | $373,658 | $541,056 |
| 141,234 Artisan International Value Instl | $5,665,284 | $5,985,538 |
| 318 Ascendis Pharma A/S | $47,892 | $42,781 |
| 586 Assurant Inc | $62,161 | $91,334 |
| 813 Autodesk Inc | $170,286 | $228,607 |
| 1,231 BASE | $36,479 | $30,726 |
| 4,557 Berkshire Hathaway B New | $1,090,429 | $1,362,543 |
| 603 Biohaven Pharmaceutical Holding Co Ltd | $42,575 | $83,099 |
| 246 Bio-Rad Laboratories Inc | $119,410 | $185,870 |
| 665 Blackline Inc | $54,245 | $68,854 |
| 3,968 Blackstone Group LP | $216,147 | $513,420 |
| 962 Block Inc | $202,898 | $155,373 |
| 631 Blueprint Medicines Corp | $48,289 | $67,586 |
| 936 Bright Horizons Family Solutions Inc | $114,435 | $117,824 |
| 619,408 Brown Advisory Beutel Goodman | $8,042,267 | $8,089,478 |
| 516,855 Brown Advisory Emerging Markets | $4,575,012 | $6,114,389 |
| 409,608 Brown Advisory Global Leaders | $6,820,693 | $9,638,084 |
| 871 Bruker Corp | $36,771 | $73,086 |
| 3,313 C T S Corp | $98,168 | $121,653 |
| 521 Cabot Microelectronics Corp | $81,942 | $99,870 |
| 1,009 Cabot Microelectronics Corp | $148,369 | $193,415 |
| 1,347 Cactus Inc | $35,886 | $51,361 |
| 1,474 Cadence Design Systems Inc | $185,114 | $274,680 |
| 548 Casey's General Stores Inc | $91,206 | $108,148 |
| 944 Catalent Inc | $71,802 | $120,860 |
| 8419 ChampionX Corp | $149,804 | $170,148 |
| 462 Charles River Laboratories International | $83,387 | $174,072 |
| 465 Choice Hotels International Inc | $41,403 | $72,535 |
| 391 Churchill Downs Inc | $78,430 | $94,192 |
| 8,407 Citigroup Inc New | $550,857 | $507,699 |
| 969 Civeo Corp | $20,113 | $18,576 |
| 2,256 Clarus Corp New | $27,809 | $62,536 |
| 1,169 Cogent Communications Group | $72,430 | $85,547 |
| 157,034 Cohen & Steers Real Estate | $2,922,020 | $3,465,742 |
| 1,759 Comfort Systems USA Inc | $72,248 | $174,035 |
| 404 Consolidated-Tomoka Land Co | $18,481 | $24,814 |
| 1,171 CRA International Inc | $46,996 | $109,325 |
| 1,803 Culp Inc | $16,728 | $17,147 |
| 980 Curtiss-Wright Corporation | $91,187 | $135,897 |
| 1,120 Danaher Corporation | $187,504 | $368,491 |
| 6,648 Dennys Corp | $94,169 | $106,368 |
| 5,165 DigitalBridge Group Inc | $34,800 | $43,024 |
| 3,622 Dynatrace Inc | $152,412 | $218,588 |
| 1,232 Dynatrace Inc | $47,505 | $74,351 |
| 1,620 Eagle Materials Inc | $140,543 | $269,665 |
| 8,983 Eastern Bankshares Inc | $145,949 | $181,187 |
| 586 EastGroup Properties Inc | $69,218 | $133,520 |
| 724 EastGroup Properties Inc | $85,477 | $164,963 |
| 4,678 EchoStar Corp | $138,344 | $123,265 |
| 799 Ecolab Inc | $167,686 | $187,437 |
| 1,728 Edwards Lifesciences Corp | $133,966 | $223,862 |
| 895 Encompass Health Corp | $61,589 | $58,408 |
| 587 Enphase Energy Inc | $108,158 | $107,386 |
| 785 Entegris Inc | $48,095 | $108,785 |
| 725 Envestnet Inc | $60,372 | $57,522 |
| 5,265 Essential Properties Realty Trust | $92,991 | $151,790 |
| 1,203 Establishment Labs Holdings Inc | $20,897 | $81,311 |
| 759 Etsy Inc com | $84,228 | $166,175 |
| 4,635 EVO Payments Inc | $106,821 | $118,656 |
| 210 Fate Therapeutics Inc | $12,986 | $12,287 |
| 2,913 Federal Signal Corp | $89,883 | $126,249 |
| 1,511 First Bancorp | $76,109 | $69,083 |
| 829 First Watch Restaurant Group Inc | $16,561 | $13,894 |
| 3,033 Fortive Corp Com | $188,091 | $231,388 |
| 5,211 Fortive Corp Com | $290,873 | $397,547 |
| 613 FTI Consulting Inc | $67,494 | $94,046 |
| 3,895 Genpact Ltd | $143,559 | $206,747 |
| 2,983 Getty Realty Corp | $88,375 | $95,724 |
| 3,546 Global Medical REIT Inc | $58,327 | $62,942 |
| 131 Google Inc Class A | $151,412 | $379,512 |
| 279 Google Inc Class C | $342,718 | $807,312 |
| 1207 H.B. Fuller Co | $80,412 | $97,767 |
| 1223 HealthEquity Inc | $69,131 | $54,106 |
| 342 Helen Of Troy Ltd | $63,839 | $83,609 |
| 515 Home Depot Inc | $129,795 | $213,730 |
| 130 Idex Corp. | $20,319 | $30,722 |
| 474 IDEXX Laboratories Inc | $146,911 | $312,110 |
| 383 Inari Medical Inc | $23,052 | $34,956 |
| 6,705 Infinera Corp | $66,142 | $64,301 |
| 2,170 Ingevity Corp | $180,600 | $155,589 |
| 2,668 Insurance Auto Auctions Inc | $115,161 | $135,054 |
| 586 Intuit Inc | $167,546 | $376,927 |
| 1,215 Intuit Inc | $298,074 | $781,512 |
| 2,217 Intuitive Surgical Inc | $386,447 | $796,568 |
| 1328 JOANN Inc | $19,120 | $13,785 |
| 339 John Bean Technologies Corp | $29,249 | $52,057 |
| 2,330 JPMorgan Chase & Co | $269,292 | $368,956 |
| 238,190 JPMorgan Hedged Equity I | $6,038,641 | $6,428,773 |
| 657 Kadant Inc | $67,086 | $151,425 |
| 867 Knight Transportation Inc | $35,382 | $52,835 |
| 14,467 Ladder Capital Corp | $153,650 | $173,459 |
| 657 Lattice Semiconductor Corp | $18,646 | $50,628 |
| 203,498. Lazard Global Listed Infrastructure | $3,196,799 | $3,357,732 |
| 4,805 La-Z-Boy Inc | $159,460 | $174,470 |
| 3,969 Leslies Inc | $98,475 | $93,907 |
| 249 Littelfuse Inc | $44,126 | $78,355 |
| 1,675 Loyalty Ventures Inc | $57,266 | $50,367 |
| 2,258 MakeMyTrip Ltd | $42,211 | $62,569 |
| 857 Mantech International Corp | $65,441 | $62,501 |
| 3,170 Marvell Technology Group Ltd | $94,563 | $277,343 |
| 2,391 Mastercard Inc | $663,641 | $859,134 |
| 1,524 McGrath RentCorp | $86,269 | $122,316 |
| 10,120 MGIC Investment Corp | $121,146 | $145,930 |
| 1,252 Microsoft Corp | $181,542 | $421,073 |
| 2,131 Microsoft Corp | $188,884 | $716,698 |
| 705 Mimecast Ltd | $30,914 | $56,097 |
| 1,080 Monarch Casino & Resort Inc | $75,515 | $79,866 |
| 481 Monolithic Power Systems, Inc. | $98,547 | $237,292 |
| 6,549 Morgan Stanley | $292,611 | $642,850 |
| 359 MSA Safety Inc | $41,083 | $54,195 |
| 377 MSCI Inc | $157,014 | $230,984 |
| 7,670 Mueller Water Products Inc. | $79,622 | $110,448 |
| 916 Murphy Usa Inc. | $110,379 | $182,504 |
| 164 Natera Inc | $14,883 | $15,316 |
| 1,225 National Vision Hldgs Inc | $37,243 | $58,788 |
| 1,988 Natural Gas Services Group Inc | $15,951 | $20,814 |
| 2,709 NeoGenomics, Inc. | $82,149 | $92,431 |
| 712 Neurocrine Biosciences Inc. | $81,244 | $60,641 |
| 400 Nevro Corp | $47,423 | $32,428 |
| 1,769 Nexstar Media Group | $161,337 | $267,084 |
| 1,329 Nike Inc Class B | $134,561 | $221,504 |
| 1,080 NVIDIA Corporation | $158,200 | $317,639 |
| 716 Oak Street Health Inc | $35,857 | $23,728 |
| 1,808 Onto Innovation Inc | $66,893 | $183,024 |
| 777 Orthopediatrics Corp | $35,734 | $46,511 |
| 4,151 Owens & Minor Inc | $172,237 | $180,569 |
| 4,260 Pacific Premier Banc | $97,770 | $170,528 |
| 2,379 PayPal Holdings Inc | $236,263 | $448,632 |
| 525 PC Connection Inc | $23,223 | $22,643 |
| 1,875 Peapack Gladstone Financial Corp | $37,931 | $66,375 |
| 986 Phreesia Inc | $29,338 | $41,077 |
| 2,963 Portland General Electric Co | $123,237 | $156,802 |
| 3,918 Premier Financial Corp | $121,933 | $121,105 |
| 803 Primerica Inc | $95,847 | $123,076 |
| 396 Progyny Inc | $10,915 | $19,939 |
| 1493 PROS Holdings, Inc. | $62,326 | $51,494 |
| 1,875 Prosperity Bancshares Inc | $124,362 | $135,563 |
| 385 Quaker Chemical Corp | $72,052 | $88,850 |
| 820 REX American Resources Corp | $53,643 | $78,720 |
| 382 ServiceNow Inc | $115,276 | $247,960 |
| 1,416 Sherwin-Williams Co | $214,370 | $498,659 |
| 2,362 SI-BONE Inc | $62,805 | $52,460 |
| 1,084 Simpson Manufacturing Co Inc | $95,348 | $150,752 |
| 342 Siteone Landscape Supply | $38,891 | $82,860 |
| 5,443 Sprouts Farmers Market Inc | $135,607 | $161,548 |
| 1,920 SPX Corp | $83,202 | $114,586 |
| 5,748 Star Gas Partners LP | $49,991 | $61,906 |
| 1,584 Starbucks Corp | $135,157 | $185,280 |
| 4,493 Starbucks Corp | $343,772 | $525,546 |
| 2,033 Sumo Logic Inc | $38,100 | $27,567 |
| 123,100 T. Rowe Price Asia Opportunities I | $2,664,552 | $2,209,652 |
| 1,888 Telefon De Mex L ADR | $90,712 | $85,394 |
| 2,293 The AZEK Co Inc Class A | $93,942 | $106,028 |
| 2,201 The Bancorp Inc | $39,871 | $55,707 |
| 1,334 The Estee Lauder Companies | $225,071 | $493,847 |
| 919 The Hanover Insurance Group Inc | $90,099 | $120,444 |
| 1,582 The Simply Good Foods Co | $37,026 | $65,764 |
| 495 Thermo Fisher Scientific Inc. | $175,736 | $330,284 |
| 313 TopBuild Corp | $38,590 | $86,360 |
| 2,695 Treehouse Foods Inc | $106,578 | $109,228 |
| 608 Tristate Capital Holdings | $8,901 | $18,398 |
| 1,226 UMB Financial Corp | $69,066 | $130,091 |
| 759 Unitedhealth Group Inc | $234,286 | $381,124 |
| 1,450 Unitedhealth Group Inc | $339,798 | $728,103 |
| 169 Valmont Industries Inc | $38,296 | $42,335 |
| 1,093 Vectrus Inc | $56,693 | $50,027 |
| 1,375 Verisk Analytics Inc | $230,225 | $314,504 |
| 4,965 Veritex Holdings Inc | $93,812 | $197,508 |
| 511 Virtus Investment Partners Inc | $58,966 | $151,818 |
| 2,174 Visa Inc Cl A | $316,256 | $471,128 |
| 1,505 Visa Inc Cl A | $221,749 | $326,149 |
| 5,136 Vista Outdoor Inc | $116,898 | $236,616 |
| 3,290 Walt Disney Co | $372,367 | $509,588 |
| 1,257 Waste Connections Inc | $118,139 | $171,291 |
| 639 West Pharmaceutical Services Inc | $143,431 | $299,697 |
| 305 WEX Inc | $50,107 | $42,819 |
| 6,643 WideOpenWest Inc | $143,370 | $142,957 |
| 403 Woodward Inc | $34,099 | $44,112 |
| 1,211 Workiva Inc | $59,824 | $158,023 |
| 2,759 WSFS Financial Corp | $148,770 | $138,281 |
| 699 Zoetis Inc | $104,693 | $170,577 |
| 3,899 Zuora Inc | $52,433 | $72,833 |
| 1,599 Zurn Water Solutions Corp | $56,958 | $58,204 |
| 19,153 Zynga Inc Class A | $176,456 | $122,579 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,742,108 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,638,845 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $4,482,610 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $4,655,055 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Mineral Interest | AT COST | $1,436,830 | $1,436,830 |
| Rose Affordable Housing Preservation Fund V REIT LP | AT COST | $764,818 | $753,321 |
| Civicap Partners Develop-to-Core Fund I, LP | AT COST | $1,039,870 | $1,087,107 |
| Brown Advisory DEF LLP | AT COST | $469,534 | $474,509 |
| Brown Advisory Private Income Partners | AT COST | $345,199 | $346,234 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture & Fixtures | $13,840 | $3,487 | $10,353 | $10,353 |
| Land | $6,500,000 | $0 | $6,500,000 | $11,700,000 |
| Machinery & Other Equipment | $10,749 | $922 | $9,827 | $9,828 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General counsel and governance | CategoryTxt |
| Legal Fees | $67,586 | LegalFeesAmt |
| Net Investment Income | $43,853 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,733 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Furniture & decor | $64,050 | $19,270 | $19,270 |
| Jewelry & collectibles | $11,472 | $5,402 | $5,402 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjust contributed assets from FMV to Cost basis | Desc |
| Amt | $5,630,418 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Cloud service | $26,160 | $1,844 | $24,316 |
| Insurance | $5,140 | $362 | $4,778 |
| Memberships | $23,210 | $0 | $23,210 |
| Office expense | $9,143 | $645 | $8,498 |
| Business meal & event | $2,318 | $163 | $2,155 |
| K-1 expenses | $102,370 | $102,335 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Royalty income | $138,662 | $138,662 | $138,662 |
| Passthrough K-1 income | -$26,779 | -$33,057 | -$26,779 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment management fees | $192,881 | $192,881 | $0 |
| Other professional fees | $1,665 | $0 | $1,665 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise tax | $90,503 | $0 | $0 |
| Foreign tax | $239 | $239 | $0 |