STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

CYNTHIA & GEO MITCHELL FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CYNTHIA & GEO MITCHELL FOUNDATION (EIN 74-2170127)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-03
IRS object ID
202223079349101412
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-03T13:33:37-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760269860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blazek & VetterlingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 Weslayan Suite 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742170127EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Cynthia & George Mitchell FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCYNTBusinessNameControlTxt
Phone7133775060PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12700 Technology Forest Blvd 260AddressLine1Txt
CityThe WoodlandsCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77381ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKatherine LorenzPersonNm
Person TitlePresidentPersonTitleTxt
Phone7133775060PhoneNum
Signature2022-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKatherinePersonFirstNm
Person LastLorenzPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKurt CoburnPreparerPersonNm
PTINP01638285PTIN
Phone7134395739PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$422,467,504FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$45,960,900ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$28InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$28InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,485,112DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,485,112DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$10,100GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$10,100GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$10,100NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss-$51,081,289NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$143,954,192GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$555OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$375,406TotalRevAndExpnssAmt
Total Net Invst Incm$5,495,240TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$353,375CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$353,375CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$816,462OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$816,462OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$272,562PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$272,562PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$33,404LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$33,404LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$18,534AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,285AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$11,249AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,557,524OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$65,291OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,492,233OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$88,684TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$3,684TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$52,390DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$254,623OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$254,623OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$39,602TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$239TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$39,363TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$758,799OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$44,541OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$624,325OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,245,959TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$117,356TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,901,280TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,867,470ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,867,470ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,113,429TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$117,356TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,768,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,738,023ExcessRevenueOverExpensesAmt
Net Investment Income$5,377,884NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,632,613CashBOYAmt
Cash EOY$667,452CashEOYAmt
Cash EOYFMV$667,452CashEOYFMVAmt
Sav And Temp Cash Invst BOY$10,552,531SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,280,971SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,280,971SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl BOY$150,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$326,174,017CorporateStockBOYAmt
Corporate Stock EOY$314,551,744CorporateStockEOYAmt
Corporate Stock EOYFMV$379,489,095CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$22,092,902InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$22,067,454LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$22,092,902LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$17,140,000LandBldgInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,504,774LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$266,698LandBldgEquipAccumDeprecAmt
Land BOY$3,301,184LandBOYAmt
Land EOY$3,238,076LandEOYAmt
Land EOYFMV$3,263,524LandEOYFMVAmt
Other Assets BOY$27,093,009OtherAssetsBOYAmt
Other Assets EOY$26,430,280OtherAssetsEOYAmt
Other Assets EOYFMV$9,626,462OtherAssetsEOYFMVAmt
Total Assets BOY$390,970,808TotalAssetsBOYAmt
Total Assets EOY$379,261,425TotalAssetsEOYAmt
Total Assets EOYFMV$422,467,504TotalAssetsEOYFMVAmt
Accounts Payable BOY$245AccountsPayableBOYAmt
Total Liabilities BOY$245TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$390,970,563RetainedEarningBOYAmt
Retained Earning EOY$379,261,425RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$390,970,563TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$379,261,425TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$390,970,808TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$379,261,425TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$390,970,563TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,738,023ExcessRevenueOverExpensesAmt
Other Increases$28,885OtherIncreasesAmt
Subtotal$379,261,425SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$379,261,425TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
Publicly traded securities$143,523,527$195,035,481-$51,511,954-$51,511,954
Capital gain distributions$430,665$430,665$430,665P
FieldValueIRS element (for citing)
Capital Gain Net Income-$51,081,289CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$74,753InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$74,753SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$74,753TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$67,628EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$40,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$107,628TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$32,875OverpaymentAmt
Applied To ES Tax$32,875AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website Addresswww.cgmf.orgWebsiteAddressTxt
Individual With BooksSpiros VassilakisIndividualWithBooksNm
Phone7133775069PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12700 Technology Forest 260AddressLine1Txt
CityThe WoodlandsCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77381ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Randall Kempner
2700 Technology Forest Blvd 260The WoodlandsTX77381CEO40.00$285,769$13,813$1,903
Katherine Lorenz
2700 Technology Forest Blvd 260The WoodlandsTX77381Chair/President40.00$67,606$19,200$397
Adrienne Dreiss Ropp
2700 Technology Forest Blvd 260The WoodlandsTX77381Vice Chair4.00$0$0$0
Spiros Vassilakis
2700 Technology Forest Blvd 260The WoodlandsTX77381Treasurer2.00$0$0$0
Michelle Robinson
2700 Technology Forest Blvd 260The WoodlandsTX77381Secretary2.00$0$0$10
Meredith Heimburger
2700 Technology Forest Blvd 260The WoodlandsTX77381Director1.50$0$0$0
Sheridan Lorenz
2700 Technology Forest Blvd 260The WoodlandsTX77381Director1.50$0$0$0
C Grant Mitchell
2700 Technology Forest Blvd 260The WoodlandsTX77381Director1.50$0$0$0
Christie Mitchell
2700 Technology Forest Blvd 260The WoodlandsTX77381Director1.50$0$0$0
G Scott Mitchell
2700 Technology Forest Blvd 260The WoodlandsTX77381Director1.50$0$0$0
J Kirk Mitchell
2700 Technology Forest Blvd 260The WoodlandsTX77381Director1.50$0$0$0
Katie Mitchell
2700 Technology Forest Blvd 260The WoodlandsTX77381Director1.50$0$0$0
M Kent Mitchell
2700 Technology Forest Blvd 260The WoodlandsTX77381Director1.50$0$0$0
Mark D Mitchell
2700 Technology Forest Blvd 260The WoodlandsTX77381Director1.50$0$0$0
Sarah Mitchell
2700 Technology Forest Blvd 260The WoodlandsTX77381Director1.50$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
Marilu Hastings
PO Box 8937The WoodlandsTX77387VP of Sustainability40.00$235,871$24,504$0
Drew Nelson
PO Box 8937The WoodlandsTX77387Energy Program Offic40.00$167,666$19,000$845
Emily Warren
PO Box 8937The WoodlandsTX77387Water Program Office40.00$162,602$11,382$331
Marita Mirzatuny
PO Box 8937The WoodlandsTX77387Program Manager40.00$113,750$6,825$500
Nichelle Bielinksi
PO Box 8937The WoodlandsTX77387Office Mgr/Executive40.00$64,739$3,884$754
FieldValueIRS element (for citing)
Other Employee Paid Over50k2OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Hudson Pacific LLC
344 W 12th St Unit 3GNew YorkNY10014Public Affairs Consultants$133,240
Chloe Lieberknecht
1912 Collier StreetAustinTX78704Strategic Consultant$110,000
Thompson Coburn LLP
PO Box 18379MSt LouisMO63195Sustainability Consultants$100,000
Averitt and Associates Inc
1212 Guadalupe 301AustinTX78701Public Affairs Consultants$93,000
EduStart LLC
1932 Stoney BrookHoustonTX77063Education Advisor$63,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Cook's Branch Conservancy's mission is to be an exemplary model, advocate and source for science-based ecological research, restoration and conservation of the Great Southern Forest. The two strategic areas of focus are: 1) Ecological Restoration and Research Lab; 2) Advocate for Conservation. Our 2021-2023 initiatives to support the above areas of focus include:Ecological Restoration and Research Lab: Botanical understory richness and series rebalancing, bird guild rebalancing and diversity, forest age class and regeneration modeling, herp community monitoring, and applying metrics & analysis to collected data. Advocate for Conservation: New website design and educational content generation, creating a regional database of landowners and constituents, expanding permanently protected areas adjacent through an investment demonstration project called Mayer, publishing findings of applied research, and educating the county commissioners as to value CBC brings to the community.Description1Txt
Expenses1$572,796Expenses1Amt
Description2Mitchell Innovation LabThe Mitchell Innovation Lab seeks to identify and research the next most-pressing and future sustainability issues, beyond the programs we already fund. Topics like the energy transition and other up-and-coming sustainability questions are areas of focus.Description2Txt
Expenses2$220,000Expenses2Amt
Description3Shale sustainabilityThe Shale Sustainability Program supports a number of solution-driven strategies, including:1. Examination of the interplay between federal, state, and local governance around shale development and protocol development to guide industry-community interactions;2. comprehensive analysis of the risks associated with shale resource development, especially with respect to ground and surface water; and3. support for collaborative and inclusive efforts to modernize the regulatory scheme for oil and gas operations in the state of Texas, which the foundation believes is needed because regulations may not have kept pace with the use of advanced drilling technologies.Description3Txt
Expenses3$160,907Expenses3Amt
Description4WaterConsistent with the sustainability science approach that characterizes the foundation's grantmaking, the Water Program aims to increase the scientific understanding of water issues in the state of Texas, which informs the design of effective policy approaches to ensure that the water quantity needs of the environment are met.Description4Txt
Expenses4$144,316Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$343,883,726AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,301,623AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$17,140,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$377,325,349TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$377,325,349AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,659,880CashDeemedCharitableAmt
Net Vl Noncharitable Assets$371,665,469NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,583,273MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,583,273MinimumInvestmentReturnAmt
Tax Based On Investment Income$74,753TaxBasedOnInvestmentIncomeAmt
Total Tax$74,753TotalTaxAmt
Distributable Before Adj$18,508,520DistributableBeforeAdjAmt
Recoveries Qualfied Distri$178,885RecoveriesQualfiedDistriAmt
Distributable Before Ded$18,687,405DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$18,687,405DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,768,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$3,027CharitableAssetsAcquisPaidAmt
Qualifying Distributions$11,771,777QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,687,405DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,463,517ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$6,463,517TotalExcessDistributionCyovAmt
Qualifying Distributions$11,771,777QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$10,000TreatedAsDistriFromCorpusAmt
Applied To Current Year$11,761,777AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$6,463,517ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$6,463,517ExcessDistributionCyovAppCYAmt
Total Corpus$10,000TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$462,111UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$10,000CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonThe Cynthia George Mitchell FoundatRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1wwwcgmforgAddressLine1Txt
CityThe WoodlandsCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77381ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7133775060RecipientPhoneNum
Recipient Email Addresswww.cgmf.orgRecipientEmailAddressTxt
Form And Info And MaterialsGrant inquiries and grant funding requests are made through the Foundation's website, www.cgmf.org.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsThe Foundation accepts grant requests that focus on the following initiatives: water, clean energy, sustainability science, shale sustainability, and land conservation.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (290 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
1894 Inc
2020 Postoffice StreetGalvestonTX77550N/APCTo support the Grand 1894 Opera House$7,500
A Bike for Every Child
20 N 4th Street Suite G-2WilmingtonNC28401N/APCTo have our community come together and support our youth to ride into happier, healthier futures$1,000
Advanced Energy Economy Institute
1000 Vermont Ave NWWashingtonDC20005N/APCTo advance DERs in Texas/pro-advanced energy solutions$25,000
Air Alliance Houston
2520 Caroline StHoustonTX77004N/APCDevelopment of an enhanced public notification system for air quality permit applications$41,563
Airlie Gardens Foundation Inc
300 Airlie RdWilmingtonNC28403N/APCTo establish an outstanding historical garden with cultural and educational programs$2,500
Algae Foundation
125 South St Paul StreetPrestonMN55965N/APCTo promote the power of algae to transform human society and the environment$5,000
Ali Forney Center Inc
224 West 35th Street Suite 1500New YorkNY10001N/APCTo protect LGBTQ youth$7,000
Alimenta La Solidaridad Inc
777 37th Avenue Suite 510MiamiFL33135N/APCTo mitigate child malnutrition in Venezuela$15,000
All About Rabbits Rescue Inc
110-11 Queens BlvdForest HillsNY11375N/APCFor the rescue of abandoned and neglected rabbits and their placement$7,000
Alliance for Sustainable Energy LLC
15013 Denver West PkwyLakewoodCO80401N/APCNREL-Permian Clean Energy Transition Lab at University Lands$120,000
Alliance for Youth Organizing
14439 NW Military Hwy 108-415San AntonioTX78231N/APCMOVE Texas Environmental and Civic Education Work$30,000
Allies for Every Child
5721 W Slauson Avenue Suite 140Culver cityCA90230N/APCProvide at risk children and their families with critical, high quality early education$8,000
Alzheimer's Foundation of America Inc
322 Eighth Avenue 7th FloorNew YorkNY10001N/APCTo provide education and support to individuals living with Alzheimer's disease$2,500
Amazon Watch
520 3rd Street Suite 108OaklandCA94607N/APCTo protect the rainforest and advance the rights of indigenous peoples in the Amazon Basin$16,000
American Civil Liberties Union Foundation
125 Broad St 18th FloorNew YorkNY10004N/APCTo protect the basic civil liberties of all people in the United States$12,000
American Council for An Energy Efficient Economy
529 14th Street NW Suite 600WashingtonDC20045N/APCTo Advance Demand-Side Management: A Tool to Address Texas' Reliability Challenges$30,000
American National Red Cross & Its Constituent Chapters and Branches
431 18th Street NWWashingtonDC200065009N/APCFor Bahamas Relief$4,000
American National Red Cross-Cape Fear Chapter
1102 S 16th StreetWilmingtonNC28401N/APCFor the Cape Fear area$5,000
American YouthWorks
1901 E Ben White BlvdAustinTX78741N/APCEmpowering at-risk youth through education, service and green jobs training$4,000
Artist Boat Inc
13330 Settegast RoadGalvestonTX77554N/APCTo promote awareness and preservation of coastal margin and the marine environment$20,000
Arts Council of Wilmington & New Hanover County
221 N Front Street Suite 101WilmingtonNC28401N/APCTo establish the Cape Fear region as an arts destination$2,500
Austin Film Society
1901 East 51st StreetAustinTX78723N/APCTo support 'Naked Garden' film$15,000
Austin Film Society
1901 East 51st StreetAustinTX78723N/APCTo support 'Desert of the Real' film$15,000
Bald Head Island Conservancy
PO Box 3109Bald Head IslandNC28461N/APCBarrier Island conservation, preservation and education$5,000
Bayou City Waterkeeper Inc
2010 N Loop West Suite 103HoustonTX77018N/APCFor watershed resiliency and clean water$75,000
Black Lives Matter Global Network Fdn
248 Third StreetOaklandCA94607N/APCFor countering acts of violence, creating space for Black imagination and innovation in LA$3,000
Brigade Boys & Girls Club Inc
2759 Vance StreetWilmingtonNC284126252N/APCTo inspire and enable young people through character development$5,000
Buffalo Bayou Partnership
1019 Commerce StreetHoustonTX77004N/APCTo help underwrite the event Quartet for the End of Time$2,500
California Fire Foundation
1780 Creekside Oaks DrSacramentoCA95833N/APCFor the Wildlife Relief Fund$5,000
California State Parks Foundation
33 New Montgomery Street Suite 520San FranciscoCA94105N/APCTo enhance state parks with advocacy, educational programs, capital projects, grants, etc.$8,000
Cape Fear Community College Foundation In
411 N Front StWilmingtonNC28401N/APCScholarship Endowment$10,000
Cape Fear Community College Foundation In
411 N Front StWilmingtonNC28401N/APCSupport for Cape Fear Community College$2,500
Cape Fear Equine Rescue
PO Box 1034Rocky PointNC28457N/APCTo rescue abandoned and abused horses in SE NC$2,500
Cape Fear Equine Rescue
PO Box 1034Rocky PointNC28457N/APCTo rescue abandoned and abused horses in SE NC$2,500
Cape Fear Habitat for Humanity Inc
3310 Fredrickson RoadWilmingtonNC28401N/APCFor a Christian housing ministry$5,000
Cape Fear Literacy Council
1012 South 17th StreetWilmingtonNC28401N/APCTo provide individualized literacy services$2,500
Cape Fear River Watch
617 Surrey StWilmingtonNC28401N/APCTo protect and improve water quality of Cape Fear River$5,000
Center For American Progress
1333 H Street NW 10th FloorWashingtonDC20005N/APCTo improve the lives of all Americans$7,000
Central Texas Food Bank
6500 Metropolis DrAustinTX78744N/APCDonation$100
Centro Por La Justicia
1414 E CommerceSan AntonioTX78205N/APCTo build partnerships and organize around issues in the San Antonio region$15,000
Ceres Inc
99 Chauncy Street 6th FloorBostonMA021111703N/APCTo Develop a Net Zero Pathway for Mid-sized Exploration & Production Companies (Phase I)$80,000
Charlotte Mecklenburg Library Foundation
310 North Tryon StreetCharlotteNC28202N/APCTo support Library programs through advocacy, fundraising and endowment management$25,000
Chihuahuan Desert Research Institute
PO Box 905Fort DavisTX79734N/APCPromote public awareness, appreciation, and concern for the natural diversity$10,000
Chinquapin Preparatory School
2615 E Wallisville RdHighlandsTX775623199N/APCTo provide a high-quality, college preparatory education$2,000
Christine Alberts Swan Songs Inc
PO Box 41475AustinTX78704N/APCOrganize private concerts for individuals with a terminal illness$15,000
Chrysalis
522 S Main StreetLos AngelesCA90013N/APCDedicated to creating a pathway to self-sufficiency for homeless and low-income individuals$15,000
City Parks Foundation
830 Fifth AveNew YorkNY10065N/APCFor the NYC Parks Department$6,000
Clear Skies Texas
1800 West Loop S Suite 1250HoustonTX77027N/APCTo Launch Clear Skies Texas$60,000
Clifford Antone Foundation
PO Box 6493AustinTX78762N/APCTo preserve Austin's music culture and community$20,000
Clifford Antone Foundation
PO Box 6493AustinTX78762N/APCTo preserve Austin's music culture and community$5,000
Coastal Carolina Wildlife Rehab Inc
144 Northbrook DriveWilmingtonNC28405N/APCWildlife rescue and rehabilitation in North Carolina$5,000
Coastal Horizons Center Inc
615 Shipyard BlvdWilmingtonNC28412N/APCFor Rape Crisis services$5,000
Communities In Schools of Cape Fear Inc
20 N 4th Street Suite 210WilmingtonNC28401N/APCCommunity support of students, emplowering them to stay in school$10,000
Communities In Schools of Charlotte Mecklenburg Inc
601 E 5th Street Suite 300CharlotteNC28202N/APCTo surround students with a community of support$10,000
Conservative Coalition for Climate
301 Park Ave Suite 100Falls ChurchVA22046N/APCTo defend and advance electricity market competition in Texas$15,000
Consultative Grp on Biological Diversity
PO Box 29361San FranciscoCA94129N/APCClimate and Energy Funders Group (CEFG) program support$2,000
Consumer Fund of Texas
1212 Guadalupe Suite 305AustinTX78701N/APCTo represent the interests and needs of small and low-income residential and commercial customers$15,000
Cystic Fibrosis Foundation-Carolinas Chapter
7101 Creedmoor Road Suite 130RaleighNC27613N/APCPipeline To a Cure$10,000
Danny & Rons Rescue
PO Box 604CamdenSC29021N/APCTo provide adoptive homes for abused and abandoned animals$1,000
Davidson College
Box 7170DavidsonNC280357170N/APCPrivate liberal arts education$7,750
Dell Children's Medical Center Foundation
4900 Mueller BoulevardAustinTX78723N/APCCentral Texas through Dell Children's Medical Center$5,000
Direct Relief International
6100 Wallace Becknell RoadSanta BarbaraCA93117N/APCTo improve the health and lives of people affected by poverty or emergency situations$15,000
Doctors Without Borders USA Inc
40 Rector Street 16th FloorNew YorkNY100061705N/APCTo provide lifesaving medical humanitarian care$5,000
Domestic Violence Shelter and Service Inc
PO Box 1555WilmingtonNC28402N/APCTo provide prevention and direct services for victims of domestic violence$5,000
Downtown Women's Center
442 S San Pedro StLos AngelesCA90013N/APCTo provide permanent supportive housing and a safe and health community$15,000
Duke University
324 Blackwell StreetDurhamNC277013658N/APCFor Duke Hospital Children's Cancer Center 'Jump for the Children'$50,000
Eastern Surfing Association Inc
PO Box 4736Ocean CityMD21843N/APCPromote amateur surfing competition for the SNC District$2,000
Easterseals UCP North Carolina & Virginia
5171 Glenwood Ave Suite 211RaleighNC27612N/APCTo create opportunities, promote individual choice and change the lives of children and adults$4,525
EcoRise Youth Innovations
1023 Springdale RdAustinTX78721N/APCTo Scale K-12 Sustainaility Education in Texas: Phase Two$50,000
Eden Village of Wilmington
PO Box 12868WilmingtonNC28405N/APCFor building infrastructure in Wilmington, NC$6,000
Empowering Housing Solutions-A Nonprofit Inc
1704 Llano Street Buite B 176Santa FeNM875055415N/APCFor Human Services-Multipurpose and Other$25,000
Environment Texas Research and Policy Center Inc
200 E 30th StreetAustinTX78705N/APCTo motivate a Texas community to launch a pilot program to bulk purchase local renewable energy$40,000
Environmental Defense Fund Incorporated
257 Park Avenue SouthNew YorkNY10010N/APCTo ensure the environmental integrity of CCUS in Texas$25,000
Environmental Defense Fund Incorporated
257 Park Avenue SouthNew YorkNY10010N/APCTo reduce impacts from evolving oil and gas development-related risks in the Permian Basin$220,000
Environmental Defense Fund Incorporated
257 Park Avenue SouthNew YorkNY10010N/APCTo advance sustainable policy, science and equity in Texas groundwater mgmt$150,000
Environmental Defense Fund Incorporated
257 Park Avenue SouthNew YorkNY10010N/APCTo advance sustainable policy, science and equity in Texas groundwater management$10,000
Environmental Defense Fund Incorporated
257 Park Avenue SouthNew YorkNY10010N/APCFor the MethanSAT project$50,000
Environmental Defense Fund Incorporated
257 Park Avenue SouthNew YorkNY10010N/APCFor phase one work to position Texas to receive the maximum benefit from the REGROW Act$30,000
Environmental Integrity Project
1206 San Antonio StreetAustinTX78701N/APCFor general support of the Environmental Integrity Project's Texas office$40,000
Evangelistic Ministries for Christ
521 Bunte RdSmithvilleTX78957N/APCSummer camps$20,000
Fairewinds Energy Education Corp
520 Folly Road Suite 25 344CharlestonSC29412N/APCEducate the public about nuclear power and other energy issues$10,000
Feeding Texas
1524 South IH-35 Suite 342AustinTX78704N/APCTo provide a unified voice among food banks to end hunger in Texas$5,000
First Baptist Church
PO Box 308BrackettvilleTX788320308N/APCTo love and minister to the people of Kinney County through community outreach$20,000
Fistula Foundation
1922 The Alameda Suite 302San JoseCA95126N/APCTo raise awareness of and funding for fistula$5,000
Food Bank of Central & Eastern North Carolina Inc
1924 Capital BlvdRaleighNC27604N/APCNo one goes hungry in Central & Eastern North Carolina$5,000
Food Forward Inc
7412 Fulton Ave 3North HollywoodCA91605N/APCTo rescue fresh local produce, that would otherwise go to waste, for people in need$5,000
Fulfillment Fund
6100 Wilshire Blvd Suite 600Los AngelesCA90048N/APCTo make college a reality for educationally and economically under resourced students$8,000
Galveston Island Humane Society Inc
6814 BroadwayGalvestonTX77554N/APCFor promoting animal welfare and the protection and prevention of unwanted or homeless animals$15,000
Galveston-Houston Immigrant Representation Project
PO Box 130601HoustonTX77219N/APCTo build a resilient, diverse community$10,000
GHA Autism Supports
PO Box 2487AlbemarleNC280022487N/APCQuality, community services to meet the needs of individuals with Autism Spectrum Disorder$5,000
Girls' Leadership Academy of Wilmington Foundation
4100 Sunglow DrWilmingtonNC28405N/APCTo provide a unique single-gender educational environment for 6th-12th graders$5,000
GO2 Foundation for Lung Cancer
1100 Industrial Road Suite 1San CarlosCA94070N/APCTo transform survivorship$5,000
Good Friends of Wilmington
PO Box 4222WilmingtonNC28406N/APCTo provide financial assistance to individuals and families in need or disadvantaged$2,000
Good Shepherd Ministries of Wilmington In
811 Martin StWilmingtonNC28401N/APCFeed the hungry, shelter the homeless, foster transition to housing$5,000
Great Springs Project Inc
PO Box 12331AustinTX78711N/APCTo complete the Land Prioritization Study in the Central Texas region$50,000
Greater Houston Community Foundation
515 Post Oak Blvd Suite 1000HoustonTX77027N/APCSupport for Greater Houston Community Foundation$112,200
Greater Houston Community Foundation
515 Post Oak Blvd Suite 1000HoustonTX77027N/APCThe Meredith L. Dreiss and Adrienne D. Ropp Fund Agreement$69,525
Greater Houston Community Foundation
515 Post Oak Blvd Suite 1000HoustonTX77027N/APCFor the Fiji conservation, Algae Biotechnology and Manitou fund match$103,300
Greater Houston Community Foundation
515 Post Oak Blvd Suite 1000HoustonTX77027N/APCYour Shot Texas Fund - Episcopal Health Foundation COVID vaccine access$18,500
Greenlatinos
2800 20th StreetBoulderCO80304N/APCDevelop an equitable, inclusive environmental protection agency network$20,000
Greenpeace Fund Inc
702 H Street NW Suite 300WashingtonDC200013876N/APCProtect and preserve the environment through the funding of grants to other organizations$25,000
Guadalupe Neighborhood Development Corp
813 E 8th StreetAustinTX78702N/APCDevelopment and rehabilitation of affordable housing for low to moderate income families$7,500
Halo for Freedom Warrior Foundation
100 Spanish Oak RdWillow ParkTX76087N/APCFor the Bald Head Island chapter$5,000
Hanford Challenge
2719 E Madison St Suite 304SeattleWA98112N/APCTo create a future for the Hanford Nuclear site$5,000
Harbor Island Garden Club Inc
PO Box 402Wrightsville BeachNC28480N/APCFor community beautification and environmental improvements$5,000
Heal the Bay
1444 9th StreetSanta MonicaCA90401N/APCMake Southern California's coastal waters and watersheds safe, healthy and clean$9,025
Healing Transitions International Inc
1251 Goode StreetRaleighNC27603N/APCTo offer innovative peer-based recovery oriented services to homeless and underserved people$5,000
Healthy Gulf
PO Box 2245New OrleansLA70176N/APCEquitable Flood Protection in Harris County$50,000
Hill Country Alliance
PO Box 151675AustinTX787151675N/APCTo build rural capacity for public investment in land and water resource stewardship$80,000
Hill Country Alliance
PO Box 151675AustinTX787151675N/APCBuild communications & strengthen capacity of the Texas Hill Country Conservation Network$89,549
HITS Theatre
311 W 18th StreetHoustonTX77008N/APCEducate/train/inspire students through professional-level performing arts education$25,000
Hope From Helen Inc
PO Box 187Wrightsville BeachNC28480N/APCGeneral support$5,000
Horses N Heroes of Marion County Inc
12680 North US Highway 441CitraFL32113N/APCTo provide an equine learning and mentoring experience for young girls$5,000
Houston Advanced Research Center
8801 Gosling RdThe WoodlandsTX77381N/APCEnergy Crossroads-a podcast series focused on spurring along Texas' clean energy transition$1,500
Houston Advanced Research Center
8801 Gosling RdThe WoodlandsTX77381N/APCTo provide independent analysis on energy, air, and water issues$104,025
Impact Circle
578 Washington Blvd Suite 520Marina Del ReyCA90292N/APCTo provide transformational impact, enhancement and support to local people in need$12,000
Impact Hub Houston
1801 Main StreetHoustonTX77002N/APCLittle Red Box Grocery - pivot$10,000
Indigenous Environmental Network
PO Box 485BemidjiMN56619N/APCTo protect the sacredness of Earth Mother from contamination and exploitation$5,987
Innercity Struggle
3467 Whittier BoulevardLos AngelesCA90023N/APCTo build a powerful and an influential movement of youth and families on the Eastside of LA$3,000
International Community Foundation
2505 N AvenueNational CityCA91950N/APCFor 'Friends of Puente'$45,000
Khelshala Inc
PO Box 380231CambridgeMA02238N/APCTo develop and manage lifetime sports programs$25,000
KickStart International Inc
459 Fulton St 207San FranciscoCA94102N/APCTo help millions of people out of poverty$34,000
Land Trust Alliance Inc
1250 H Street NW Suite 600WashingtonDC20005N/APCTexas Land Trust Advancement Initiative$40,000
Leading Into New Communities Inc
PO Box 401WilmingtonNC28402N/APCTo educate and motivate youth; empower men and women returning from incarceration$2,000
Living Design Foundation Inc
513 Anthes AvdLangleyWA98260N/APCTo support The Learning Lab$5,025
Los Angeles Education Partnership
1541 Wilshire Blvd Suite 200Los AngelesCA90017N/APCTo work as a collaborative partner in high-poverty communities to foster great schools$8,000
Lower Cape Fear Hospice Foundation Inc
1414 Physicians DriveWilmingtonNC28401N/APCIn memory of Doreen Sarver$2,500
Lump to Laughter Inc
PO Box 1295Wrightsville BeachNC28480N/APCTo provide support and raise awareness of the spiritual and emotional journey through breast cancer$3,500
Lung Cancer Research Foundation
155 East 55th StreetNew YorkNY10022N/APCFunding research for the prevention, diagnosis, treatment and cure of lung cancer$5,000
Lungevity Foundation
PO Box 754ChicagoIL60690N/APCLungevity is changing outcomes for people with lung cancer through research, education, and support$5,000
Marfa Education Foundation Inc
PO Box 660MarfaTX79843N/APCSupport and enhance the work of the Marfa Independent School District$10,000
Marfa Live Arts
PO Box 1365MarfaTX79843N/APCTo engage a diverse community through the performing arts$15,000
Marfa Studio of Arts Inc
PO Box 1189MarfaTX79843N/APCContinuous, year-round arts programming for children and young people in Marfa, TX$15,000
Masonboroorg
2524 Independence BlvdWilmingtonNC284122437N/APCProtect public access to Masonboro Island$5,000
Mauli Ola Foundation Breath of Life
1003 S Coast HwyLaguna BeachCA92651N/APCTo educate, raise awareness of genetic respiratory disease and to propose natural treatment$1,000
Meadows Mental Health Policy Institute
2800 Swiss AvenueDallasTX75204N/APCImplementing Galveston County Regional Multidisciplinary Response Team (MDRT)$80,000
Meals on Wheels
3227 E 5th StAustinTX78702N/APCDonation$100
Methow Conservancy
PO Box 71WinthropWA98662N/APCInspiring people to care for and conserve the land of the Methow Valley$4,000
Midnight Mission
601 South San Pedro StreetLos AngelesCA90014N/APCFor offering paths to self-sufficiency to men, women and children who have lost direction$15,000
Mountains Recreation and Conservation Authority
570 West Avenue 26 Suite 100Los AngelesCA90065N/AGOVAcquire, develop and conserve additional park, open space lands; protect & conserve water$8,000
Nami-Wilmington
3240 Beaver Creek Dr SESouthportNC28461N/APCOffer understanding to anyone concerned about mental illnesses and the treatment of mental illness.$5,000
National Academy of Sciences
500 Fifth Street NW NAS 206WashingtonDC20001N/APC2021 The Presidents' Circle$10,000
National Immigration Law Center
PO Box 743013Los AngelesCA900743013N/APCTo defend and advance the rights of low-income immigrants$10,000
National Wildlife Federation (Austin)
505 East Huntland Drive Suite 485AustinTX78752N/APCTo advance a resilient and equitable water future for Texas' people, wildlife, and ecosystems$180,000
NatureBridge
1033 Fort CronkhiteSausalitoCA94965N/APCRestricted to benefit Southern California kids of the NatureBridge program$8,000
New Hanover Regional Medical Center Foundation Inc
2001 S 17th StreetWilmingtonNC28401N/APCIn memory of Sanders Burney$1,000
New Hanover Regional Medical Center Foundation Inc
2001 S 17th StreetWilmingtonNC28401N/APCFor the SECU Family house$2,000
Nia Cultural Center
PO Box 1491GalvestonTX77550N/APCTo empower people with knowledge for successful living by providing education enrichment services$25,000
Nia Cultural Center
PO Box 1491GalvestonTX77550N/APCFor the Juneteenth Legacy Project$70,000
Nile Sisters Development Initiative
5532 El Cajon Boulevard Suite 5San DiegoCA921153642N/APCTo educate, support and offer training to refugee and immigrant women and their families$10,000
North Carolina Coastal Federation Inc
3609 Hwy 24 OceanNewportNC28570N/APCTo protect and restore the coastal water quality and habitats of the N.C. coast$5,000
North Carolina Harm Reduction Inc
2154 Wrightwville AvenueWilmingtonNC28403N/APCDedicated to the implementation of harm reduction interventions for the Wilmington Chapter$5,000
North Carolina Veterinary Medical Foundation Inc
1060 William Moore DriveRaleighNC27607N/APCTo provide funding for veterinary students and indigent horses$7,500
Nourishnc Inc
PO Box 3235WilmingtonNC28401N/APCTo provide health food to hungry children$2,500
Ocearch
1790 Bonanza DrivePark CityUT84060N/APCTo conduct, sponsor, or fund research on sustainable fisheries management$2,500
Old Baldy Foundation
PO Box 3007Bald Head IslandNC28461N/APCFor the fresnel lens restoration$20,000
Old Baldy Foundation
PO Box 3007Bald Head IslandNC28461N/APCFor the operation and restoration of Old Baldy Lighthouse$10,000
Old Central Cultural Center Inc
PO Box 2111GalvestonTX77553N/APCGalveston Juneteenth Celebration$8,000
Orca Network
485 Labella Vista WayFreelandWA98249N/APCRaising awareness about the whales$10,000
PS Arts
6701 Center Drive Suite 550Los AngelesCA90045N/APCTo improve the lives of children by providing arts education$7,000
Paws Place Inc
PO Box 67WinnabowNC28479N/APCFor a no-kill shelter dedicated to the rescue, rehabilitation and adoption of dogs$2,500
Pecan Street Inc
3924 Berkman DrAustinTX78723N/APCDistributed Energy Resources Analysis, Planning & Toolkit for Historically Black Colleges$40,000
Pennsylvania Hunt Cup Committee
PO Box 100UnionvillePA19375N/APCTo support charities such as food cupboard for poor in SE PA$5,000
Planned Parenthood Gulf Coast Inc
4600 Gulf FreewayHoustonTX77023N/APCTo ensure the right and ability of all individuals to manage their sexual and reproductive health$6,000
Planned Parenthood of the Pacific Southwest
1075 Camino Del Rio SouthSan DiegoCA92108N/APCTo provide expert health care, honest information and personal attention$10,000
Planned Parenthood South Atlantic
100 South Boylan AvenueRaleighNC27603N/APCSupport for the Wilmington, NC location$5,000
Plant Chicago Nfp
4459 S Marshfield AveChicagoIL60609N/APCTo cultivate local circular economies$5,000
Plastic Ocean Project Inc
4709-1 College Acres DriveWilmingtonNC28403N/APCFor education and outreach to address the global plastic pollution problem$1,000
Postpartum Support International
6706 SW 54th AvenuePortlandOR97219N/APCTo promote awareness, prevention and treatment of mental health issues related to childbearing$3,000
Preservation Austin
PO Box 2113AustinTX78768N/APCTo empower Austinites to shape a more inclusive, resilient, and meaningful community culture$2,000
Public Citizen Foundation Inc
1600 20th Street NWWashingtonDC20009N/APCFor promomting clean energy and distributed clean energy resources in Texas$75,000
Puente a la Salud Comunitaria
10330 Lake Road Suite FHoustonTX77070N/APCTo contribute to food sovereignty and advance the health and well-being of rural communities$15,275
R Street Institute
1212 New York Ave NW Suite 900WashingtonDC20005N/APCTo Protect and Expand Markets for Clean Energy in Texas$25,000
Rise Incorporated
8406 Sunset Road NESpring Lake ParkMN55432N/APCTo unlock potential and open doors to success for people with disabilities or other challenges$1,000
Rise Up
PO Box 551BoulderCO80306N/APCTo preserve voices and opinions on public affairs that contain views often ignored or distorted$1,000
Rocky Mountain Institute
2490 Junction Place Suite 200BoulderCO80301N/APCTo Support a Local Government-Led Power Sector Reform, Resilience, and Decarbonization Effort$75,000
Rural Community Assistance Partnership
1725 I StreetNWWashingtonDC20006N/APCTo improve small community infrastructure funding and regional project facilitation in Texas$75,000
Saint Andrew's On-The-Sound Episcopal Church
101 Airlie RoadWilmingtonNC28403N/APCChristian people committed to growth in the knowledge and love of God$10,000
Samaritans Purse
PO Box 3000BooneNC28607N/APCTo provide spiritual and physical laid to hurting people around the world$2,500
San Diego Children's Choir
1620 Fifth Avenue Suite 300San DiegoCA92101N/APCProvide music education and performance experience to the youth of San Diego$8,000
Santa Barbara Wildlife Care Network
PO Box 6594Santa BarbaraCA93160N/APCRescue, rehab & return to wild sick, injured, orphaned or oil-impaired wild birds$15,000
Santa Catalina Island Conservancy
PO Box 2739AvalonCA90704N/APCGeneral support$8,000
Save Barton Creek Association
PO Box 5923AustinTX78763N/APCTo Protect the Waters of the Texas HIll Country from Wastewater Pollution$25,000
Save Our Springs Alliance Inc
4701 West Gate Blvd Bldg D SuiteAustinTX78745N/APCTo educate and engage Hays County residents with current information on growth trends$14,000401
Save Our Springs Alliance Inc
4701 West Gate Blvd Bldg D SuiteAustinTX78745N/APCTo protect the Edwards Aquifer$204,025401
Save the Children Federation Inc
501 Kings Highway East Suite 400FairfieldCT06825N/APCIn memory of Eli Beard$1,000
Sea Shepherd Conservation Society
PO Box 8628AlexandriaVA22306N/APCFor the Galapagos to protect and preserve wildlife$15,000
Sea Turtle Conservancy
4424 NW 13th Street Suite B-11GainesvilleFL32609N/APCTo ensure the survival of sea turtles within the Caribbean, Atlantic and Pacific$5,000
Shoal Creek Conservancy
PO Box 11520AustinTX78711N/APCFor stewardship of the 13 sq mi. Shoal Creek watershed in Austin, Texas$2,000
Shriners Hospital for Children
2900 Rocky Point DriveTampaFL33607N/APCDonation$500
Sierra Club Foundation
2101 Webster Street Suite 1250OaklandCA94612N/APCTo support clean energy and related environmental objectives via general charitable support$40,000
Skywatch Bird Rescue Inc
3600 Lynn AveCastle HayneNC28429N/APCTo raise public awareness through education$5,000
Smithville Community Clinic
300 Lunch StSmithvilleTX78957N/APCTo provide hope and healing to those without means$5,025
Solar Sister Inc
94 Interpromontory RdGreat FallsVA22066N/APCTo eradicate energy poverty by empowering women with economic opportunity$25,000
Solar United Neighbors
1350 Connecticut Avenue NW SuiteWashingtonDC20036N/APCTo promote rooftop solar and DERs in Texas$40,000412
St Jude Children's Research Hospital
262 Danny Thomas PlaceMemphisTN381053678N/APCTo find cures and means of prevention for childhood catastrophic diseases through research$20,000
Stages Inc
800 Rosine StreetHoustonTX77019N/APCTo advance theatre and enliven community$10,000
Stephen Siller Tunnel to Towers Fdn
2361 Hylan BoulevardStaten IslandNY10306N/APCTo provide housing for first responders and injured war veterans$7,500
Sul Ross State University
PO Box C-21AlpineTX79832N/AGOVConservation of the Greater Big Bend Region$280,000
Sul Ross State University
PO Box C-21AlpineTX79832N/AGOVTo host a land conservation and energy conference$20,000
SurfAid International USA
322 Encinitas 296EncinitasCA92024N/APCImprove the health, wellbeing and self-reliance of people living in isolated regions$2,500
Surfer's Healing Foundation Inc
PO Box 1204HampsteadNC28443N/APCSurf therapy for autistic children$2,500
Surfrider Foundation
PO Box 6010San ClementeCA92674N/APCFor the Cape Fear Chapter$7,500
Sustainable Surf
PO Box 3058Manhattan BeachCA90266N/APCBe the catalyst that transforms surf culture into a powerful force for protecting the ocean$2,500
Taking Care of Texas
3500 Jefferson StAustinTX78731N/APCTo inspire a new appreciation for Texas' land, water and wildlife$25,000
Teach For America (Charlotte)
PO Box 398504San FranciscoCA941398504N/APCFor educational equity and excellence$10,000
Teach For America (LA)
PO Box 398583San FranciscoCA94139N/APCFor educational equity and excellence$5,000
Texas A&M Engineering Experiment Station
7607 Eastmark DriveCollege StationTX77840N/AGOVSilver: Non-Profit Scholarship Sponsor$5,000
Texas A&M Foundation (College Station)
401 George Bush DrCollege StationTX77840N/APCTAMUG Sea Life Center$25,000
Texas A&M Foundation (College Station)
401 George Bush DrCollege StationTX77840N/APCTAMUG Sea Camp$5,000
Texas A&M Foundation (College Station)
401 George Bush DrCollege StationTX77840N/APCTAMUG George P. Mitchell Society$5,000
Texas A&M Foundation (College Station)
401 George Bush DrCollege StationTX77840N/APCMitchell Institute Physics Enhancement Program$15,000
Texas A&M University-Corpus Christi
6300 Ocean Drive Unit 5869Corpus ChristiTX78412N/AGOVTo understand the socio-economic drivers of impaired water in Texas$50,000
Texas Energy Poverty Research Institute
611 South Congress Avenue Suite 125AustinTX78704N/APCTo Catalyze Equitable Deployment of community Solar in ERCOT$50,000
Texas Freedom Network Education Fund
PO Box 1624AustinTX78767N/APCTo help create a 501(c)(3) climate-focused effort to leverage the power and leadership$50,000
Texas Health and Environment Alliance Inc
3262 Westheimer Road 142HoustonTX77098N/APCTo protect water resources and public health by advocating and collaborating$50,000
Texas Land Conservancy
PO Box 162481AustinTX78716N/APCTo create a sustainable Texas Land Conservation Program$50,000
Texas Land Trust Council
PO Box 2677WimberleyTX78676N/APCTo Expand Land Trust Capacity to Utilize Federal Funding for Conservation Easements in Texas$50,000
Texas Physicians for Social Responsibilit
PO Box 163924AustinTX78716N/APCTo Train the Next Generation of Texas Doctors to Understand and Address Environmental Health$20,000
Texas Real Estate Advocacy and Defense Coalition Education Foundation
11601 W Hwy 290AustinTX78737N/APCCapacity Building for the TREAD Landowner Education & Action Center (LEAC)$50,000
Texas Southern University Foundation
3100 Cleburne St Hannah Hall 201HoustonTX77004N/APCTo Assess Water System Resilience Under a Climate-Induced Cascading Disaster$100,000
Texas State University Development Foundation
601 University DriveSan MarcosTX786664685N/APCFor The Wittliff Collection$5,000
Texas Tech Foundation Inc
Box 45025LubbockTX79409N/APCFor the Wildlife Toxicology Lab$30,000
Texas Tribune Inc
919 Congress Ave Sixth FloorAustinTX78701N/APCTo provide public-interest journalism on statewide issues and public matters$195,000
Texas Water Development Board
PO Box 13231AustinTX787113231N/AGOVTo advance development of the Texas Water Data Hub$60,000
Texas Water Foundation Inc
PO Box 13252AustinTX787113252N/APC2021 Rainmaker Award Silver Sponsorship & Texas + Water Article Sponsorship$3,500
Thalian Association of Wilmington Inc
Box 1111WilmingtonNC28402N/APCEnhance the rich artistic environment of the Cape Fear region$4,000
The Aspen Institute Inc
2300 N Street Suite 700WashingtonDC20037N/APCSupport for the Aspen Institute Energy & Environment Program & 2021 Aspen-Nicholas Water Forum$15,000
The Aspen Institute Inc
2300 N Street Suite 700WashingtonDC20037N/APCTo provide general operating support for The Aspen Institute Energy and Environment program$50,000
The Busch Wildlife Sanctuary Inc
2500 Jupiter Park DrJupiterFL33458N/APCTo rehab wildlife and provide educational location for school children$10,000
The Funders Network
6705 SW 57th Avenue Ste 700South MiamiFL331433649N/APCTo support the Urban Water Funders, a working group of The Funders Network$7,500
The Nature Conservancy
318 Congress AvenueAustinTX78701N/APCFor Honey Creek Spring Ranch conservation easement support$15,000
The Philanthropy Workshop Inc
110 East 25th StNew YorkNY10010N/APCTPW Family Membership 2021$21,750
The Praxis Project Inc
PO Box 7259OaklandCA94601N/APCFor National Black Food and Justice Alliance$20,805
The Salvation Army of Cape Fear
PO Box 90WilmingtonNC28402N/APCTo support the Wilmington location$4,500
The Shumla School Inc
PO Box 627ComstockTX78837N/APCPreserving the Oldest 'Books' in North America$10,000
The Society For Participatory Medicine
PO Box 1183NewburyportMA01950N/APCTo catalyze collaborative partnerships across the continuum of care to optimize health$30,000
The South Central Partnership for Energy Efficiency as a Resource
1201 Spyglass Drive Suite 100AustinTX78746N/APCBuilding a more resilient Texas$20,000
The Sumba Foundation
107 Via EscorialSan ClementeCA92672N/APCTo help the indigenous people of Sumba$5,000
The Trustees of Columbia University in The City of New York
PO Box 29789New YorkNY100879789N/APCTo write a white paper on reducing industrial emissions with the Greater Houston Partnership$60,000
The University of Texas at Austin (BEG)
101 E 27th Street Stop 5300AustinTX787121532N/AGOVFor technical support, water data and energy projections for Respect Big Bend coalition$125,000
The University of Texas at Austin (BEG)
101 E 27th Street Stop 5300AustinTX787121532N/AGOVGrowing Water Resilience Programs for Boerne, Texas$65,000
The University of Texas at Austin (CEM)
1 University Station PRC R7000AustinTX78712N/AGOVPolicy Drivers for Clean Hydrogen in Texas$20,000
The University of Texas at Austin (CSE)
PO Box 7458AustinTX78713N/AGOVTo Expand Solar Power as a Distributed Energy Resource for Resilient Communities in Texas$25,000
The University of Texas at Austin (EI)
2304 Whitis Ave Stop C2400AustinTX787121718N/AGOVThe Future Geothermal Energy in Texas$125,000
The University of Texas at Austin (EI)
2304 Whitis Ave Stop C2400AustinTX787121718N/AGOVDevelopment of a Permian Clean Energy Transition Lab @ University Lands (PCETL)$100,000
The University of Texas at Austin (ESI)
2275 Speedway Mail Code C9000AustinTX78712N/AGOVTo address the challenges to Texas' water resilience-Texas Water Research Network$30,554
The University of Texas at Austin (ESI)
2275 Speedway Mail Code C9000AustinTX78712N/AGOVTo Advance Sustainability Education at the University of Texas at Austin$124,676
The University of Texas at Austin (MO)
2515 Speedway Stop C1402AustinTX78712N/AGOVFor educational programs$15,000
The University of Texas at Austin(Webber)
204 E Dean Keeton Street MailStopAustinTX787121718N/AGOVTo support a reduced/no-cost short course on energy for people working or volunteering$17,173C2200
The University of Texas Law School Fdn
727 E Dean Keeton StAustinTX78705N/APCTo Serve as the Acting Program Officer for the Foundation's Shale Sustainability Program$100,000
The Woodlands Center for the Performing Arts
2005 Lake Robbins DriveThe WoodlandsTX77380N/APCFor the 26th Annual Children's Festival, Nov 2021$10,000
Thorne Ecological Institute
PO Box 19107BoulderCO803082107N/APCConnecting youth to nature$43,013
Trans Lifeline
195 41st St 11253OaklandCA94611N/APCFor offering direct emotional and financial support to trans people in crisis$10,000
Truth Be Told
PO Box 40221AustinTX78704N/APCProvides transformational tools for incarcerated women behind and beyond bars$15,000
Turtle Survival Alliance
1989 Colonial ParkwayFort WorthTX76110N/APCTo transform passion for turtles into effective conservation action$5,000
US Water Alliance
1970 Broadway Suite 950OaklandCA94612N/APCOne Water, One Texas$140,000
UC San Diego Foundation
9500 Gilman Drive 0940La JollaCA92093N/APCIntegrative Oceanography Division at Scripps Institution of Oceanography$50,000
United Way of Galveston Inc
2200 Market St Suite 850GalvestonTX77550N/APCFor The Galveston County Recovery Fund #4-Winter Storm Uri$50,000
United Way of the Cape Fear Area
5919 Oleander Drive Suite 115WilmingtonNC28403N/APCBuild a strong healthy community where people aspire to live$2,500
University of Houston
120 School of Music BldgHoustonTX772044017N/AGOV2020 Texas Music Festival$10,000
University of Houston
120 School of Music BldgHoustonTX772044017N/AGOV2021 Texas Music Festival$20,000
University of North Carolina Wilmington
601 South College RoadWilmingtonNC284033201N/AGOVVillage of BHI/Southport Scholarship for one male and one female$15,000
University of North Carolina Wilmington
601 South College RoadWilmingtonNC284033201N/AGOVFor the Scholarship Fund$2,500
Venice Community Housing Corporation
720 Rose AvenueVeniceCA902912710N/APCReduce homelessness, maximize affordable housing$4,000
Vision Galveston Inc
306 Kempner Street Suite 200GalvestonTX77550N/APCA project to empower the community members of Galveston$45,000
Vision Galveston Inc
306 Kempner Street Suite 200GalvestonTX77550N/APCFor a Vision Galveston capacity building support$500,000
Vision Galveston Inc
306 Kempner Street Suite 200GalvestonTX77550N/APCFor Vision Galveston Operational support$49,000
Waco Foundation
1227 N Valley Mills DrWacoTX76710N/APCTexas Rural Funders Collaborative Membership Dues$10,000
Wallowa Band Nez Perce Trail Interpretive Center
PO Box 15WallowaOR97885N/APCTo tell the story of the Wallowa Band Nez Perce Trail$7,000
War Horses For Veterans Inc
PO Box 363StilwellKS66085N/APOFTo provide combat veterans and first responders the tools to reintegrate into their communities$15,000
Water Foundation
555 Capitol Mall Suite 1155SacramentoCA95814N/APCTo integrate Texas water interests and perspectives into national water policy discussions$50,000
Water Foundation
555 Capitol Mall Suite 1155SacramentoCA95814N/APCFor the Water Table$150,000
Waves For Water Inc
527 San Vicente Blvd 210Santa MonicaCA90402N/APCGet clean water to every single person who needs it$5,000
We Support The Troops Inc
PO Box 915Santa YnezCA93460N/APCPat Sullivan's program that sends care packages to service member overseas$5,000
Welcome Home Angel Inc
1028 S College RdWilmingtonNC28403N/APCBring joy and comfort to children in the Wilmington area with chronic/debilitating illnesses$2,500
Whidbey Children's Theater
PO Box 1493LangleyWA98260N/APCCreate opportunities to discover, experience and participate in the performing arts$10,000
Whidbey Environmental Action Network
PO Box 53LangleyWA98260N/APCFor the restoration and preservation of Whidbey Island and Pacific Northwest$20,000
Whidbey Island Waldorf School
PO Box 469ClintonWA98236N/APCEducate, honor and inspire young human beings$11,000
Wilderness Workshop
PO Box 1442CarbondaleCO81623N/APCProtect and conserve the wilderness and natural resources$44,000
Wildland Firefighter Foundation
2049 Airport WayBoiseID83705N/APCTo help families of firefighters killed in the line of duty and to assist injured firefighters$2,000
Wildwood School Inc
11811 W Olympic BlvdLos AngelesCA90064N/APCRegistrations of GISD faculty and admin at the Multicultural Leadership Institute 2021$6,500
William Marsh Rice University
PO Box 1892HoustonTX77251N/APCTo Examine the Impact on the Texas Education Budget$40,000
William Marsh Rice University
PO Box 1892HoustonTX77251N/APCDeveloping a Robust Hydrogen Market in Texas$50,000
William Marsh Rice University
PO Box 1892HoustonTX77251N/APCTo support the Shepherd School of Music$2,000
Windward Fund
1201 Connecticut Avenue NW SuiteWashingtonDC20036N/APCWater Campaign Matching Funds$70,000300
Workers Assistance Project
2525 WallingwoodAustinTX78746N/APCTo secure an equitable transition to a clean energy economy that creates good union jobs$40,000
Wrightsville Beach Museum of History
PO Box 584Wrightsville BeachNC28480N/APCTo preserve and to share the history of Wrightsville Beach$2,500
YES Prep Public Schools Inc
5455 South Loop EastHoustonTX77033N/APCFor Education-Texas Charter School$50,000
YMCA of Wilmington Inc
2710 Market StreetWilmingtonNC28403N/APCSupport Christian principles through programs that build a healthy spirit, mind and body for all$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,867,470TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,485,112ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$10,100ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$51,081,289ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescTax refundDesc
Exclusion01ExclusionCd
Exclusion$555ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$45,585,494ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$45,585,494TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
GPM 2011 Mgmt Trust
12700 Technology Forest Blvd Suite 2The WoodlandsTX77381$45,860,900Yes (X)
United States Energy Foundation
2301 Battery Street 5th FloorSan FranciscoCA94111$30,000Yes (X)
Jacob & Terese Hershey Foundation
34306 Yoakum Blvd Suite 520HoustonTX77006$10,000Yes (X)
Windward Fund
41828 L Street NY Suite 300-CWashingtonDC20036$35,000Yes (X)
Rockefeller Family Fund
5475 Riverside Drive Suite 900New YorkNY10115$25,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Tax compliance$14,570$7,285$7,285
DCA CBC accounting$3,964$0$3,964

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (6 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
Computers and electronics2021-11-04$57,524$37,881SL5.000000000000$6,332$0
Furniture and fixtures2019-02-23$154,252$67,135SL7.000000000000$19,774$0
IT software2014-06-30$40,000$40,000SL6.000000000000$0$0
Film for website2015-01-01$43,841$18,998SL15.000000000000$2,923$0
Improvements2020-11-15$233,614$50,294SL10.000000000000$23,361$0
Land2015-01-27$2,975,543L$0$0

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPursuant to Treasury Regulation 53.4942(a)-3(d)(2), the foundation elects to treat $10,000 out of current year distributions in excess of the undistributed income of the preceeding year as out of corpus to satisfy the distribution requirements imposed by IRC Section 4942(g)(3).ElectionDesc

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
Texas Clean Energy Coalition
327 Congress Ave Suite 450AustinTX787012019-08-01$100,000To deepen Texas Clean Energy Coalition engagement$100,00005/31/2020, 10/07/2021The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
Texas Clean Energy Coalition
327 Congress Ave Suite 450AustinTX787012020-09-28$90,000Joint Task Force of Texas business leaders on clean energy$60,40309/08/2021, 8/1/2022The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierSchedule of controlled entitiesIdentifierTxt
Form And Line ReferenceForm 990-PF, Part VI-A, Line 11FormAndLineReferenceDesc
Medium ExplanationControlled entity name: Cook's Branch Conservancy, LPAddress: 2700 Technology Forest Blvd #260, The Woodlands, TX 77381EIN: 74-2170127Cook's Branch Conservancy, LP is a direct charitable activity of the foundation (see description in Part VIII-A, Line 1) and is not a business enterprise, per IRC Section 4943(d)(3)(B).MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
208,501 Blackrock Credit Allocation Income Tr$3,123,715$3,137,940
168,000 Blackrock Multi Sector Income Tr$3,134,263$3,047,520
55,220 Blackrock Science & Technology Tr$2,689,594$2,759,343
198,672 Communication Services Select Sector SPDR Fund$13,328,449$15,432,841
109,486 Consumer Discretionary Select Sector SPDR ETF$16,737,701$22,383,318
119,000 Invesco Emerging Markets Sovereign Debt ETF$3,275,524$3,135,650
241,500 Invesco Pfd ETF$3,640,003$3,622,500
79,176 Invesco QQQ ETF$26,273,099$31,500,172
26,500 iShares 20+ Yr Treasury Bond ETF$3,672,453$3,927,035
22,000 iShares China Large Cap ETF$1,145,900$804,760
43,800 iShares Conv Bond ETF$4,289,292$3,906,084
29,000 iShares Core US Aggregate Bond ETF$3,321,056$3,308,320
35,000 iShares iBoxx $ Inv Grade Corporate Bond ETF$4,599,516$4,638,200
141,000 iShares Int Rate Hedged Long Term Corp Bond ETF$3,565,380$3,501,030
35,500 iShares JPMorgan USD Emerging Markets Bond ETF$3,948,706$3,871,630
203,940 iShares MSCI Emerging Markets ETF$9,932,676$9,962,469
119,930 iShares Russell 2000 ETF$24,352,130$26,678,428
204,791 iShares Select Dividend ETF$22,339,999$25,105,329
165,000 Pimco Corporate & Incm Opportunity Fund$3,191,378$2,729,100
124,045 Sector Consumer Staples Select Sector SPDR ETF$7,752,660$9,565,110
464,065 Sector Financial Select Sector SPDR ETF$13,656,106$18,121,738
203,521 Sector Healthcareselect Sector SPDR ETF$18,774,110$28,674,074
199,272 Sector Industrial Select Sector SPDR ETF$16,074,708$21,084,970
276,172 Sector Materials Select Sector SPDR ETF$18,046,458$25,023,945
187,932 Sector Technology Select Sector SPDR ETF$21,729,199$32,675,737
110,366 Select Utilities Select Sector SPDR ETF$5,927,884$7,899,998
14,560 SPDR S&P 500 ETF$6,062,584$6,915,418
147,976 SPDR Series Trust S&P Biotech ETF$16,838,572$16,567,393
128,500 Vaneck Emerging Mkts High Yield Bond ETF$3,051,391$2,879,685
117,000 Vaneck Investment Grade Floating Rate ETF$2,967,590$2,956,590
57,086 Vaneck Semiconductor ETF$12,947,201$17,627,586
38,449 Vanguard Intermediate Term Bond ETF$3,434,517$3,368,901
39,000 Vanguard Intermediate Term Corp Bond ETF$3,666,913$3,617,640
78,085 Vanguard Real Estate Index ETF$7,061,017$9,058,641

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (6 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Computers and electronics$57,524$44,213$13,311$13,311
Furniture and fixtures$154,252$86,909$67,343$67,343
IT software$40,000$40,000$0
Film for website$43,841$21,921$21,920$21,920
Improvements$233,614$73,655$159,959$185,407
Land$2,975,543$0$2,975,543$2,975,543

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
HR and other consulting matters$24,871$0$24,871
DCA CBC governance and consulting$8,533$0$8,533

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Cook's Branch Conservancy LP$27,008,107$26,347,631$9,544,920
Conservancy Management LLC$84,902$82,649$81,542

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Training /seminars$16,102$0$16,102
Dues/memberships$1,314$0$1,314
Insurance$22,770$5,396$17,374
Telephone and videoconferencing$17,129$3,455$13,674
Office expense$3,714$0$3,714
Postage/delivery$447$7$440
Subscriptions$20,771$0$20,771
Repairs and maintenance$57,342$35,683$21,659
DCA - CBC repairs and maintenance$65,757$0$65,757
DCA - CBC property management$386,159$0$386,159
DCA - CBC insurance$33,209$0$33,209
DCA - CBC supplies/G&A$44,152$0$44,152
Passthrough depr/amort - CBC$89,933$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTax refundDesc
Revenue And Expenses Per Books$555RevenueAndExpensesPerBooksAmt
Adjusted Net Income$555AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescReturned grantDesc
Amt$28,885Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Philanthropic consulting fees$829,688$0$829,688
Staffing, recruiting & other svcs$36,853$19,715$17,138
Habitat/environmental research$514,243$26,309$487,934
Public info/website fees$118,027$0$118,027
DCA - CBC other professional fees$31,022$0$31,022
Propery mamagement fees$27,691$19,267$8,424

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Ad valorem tax$3,684$0$3,684
Excise tax$85,000$0$0