2022-10-25T14:08:07-05:00 2021-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2021-01-01 742060976 The Cullen Trust for the Performing Arts CULL 7133332239 515 Post Oak Blvd 1000 Houston TX 77027 Cornelia Zilkha Chair 7133332239 2022-10-25 1 Cornelia Zilkha 999009999 Kurt Coburn P01638285 7134395739 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z Cornelia Zilkha 515 Post Oak Blvd 1000 Houston TX 77027 19556632 0 X N/A X 1979 TX The Cullen Trust for the Performing Arts (CTPA) operates for the benefit of performing arts institutions within the State of Texas, primarily with respect to such institutions within the Greater Metropolitan Houston area. 7 7 0 7 0 0 90 0 0 0 9332447 8559059 0 0 9332537 8559059 3517000 2940000 0 0 0 0 0 0 0 829435 974874 4346435 3914874 4986102 4644185 80090222 84734407 0 0 80090222 84734407 The Cullen Trust for the Performing Arts operates for the benefit of performing arts institutions within the State of Texas, primarily with respect to such institutions within the Greater Metropolitan Houston area. 0 0 2940000 2940000 The Cullen Trust for the Performing Arts is a public charitable trust created as a supporting organization for the benefit of performing arts institutions in the State of Texas, primarily for institutions in the Greater Metropolitan Houston area. The Trust Agreement governing The Cullen Trust for the Performing Arts provides that each of the beneficiaries must be an organization that is described in section 501(c)(3) and is other than a private foundation within the meaning of section 509(a). In this Form 990 all section references are to sections of the Internal Revenue Code unless otherwise noted. As a matter of policy, the Trust does not make grants to organizations that are supporting organizations within the meaning of section 509(a)(3). 2940000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X Lydia Hickey 7133332239 515 Post Oak Blvd Suite 1000 Houston TX 77027 X Cornelia Zilkha Chair 1.00 0.00 X X 0 0 0 Carroll R Ray Vice Chair 1.00 0.00 X X 0 0 0 Louisa Sarofim Secretary 1.00 0.00 X X 0 0 0 Micajah Stude Treasurer 1.00 0.00 X X 0 0 0 Tony Arnold Trustee 1.00 0.00 X 0 0 0 Cornelia C Long Trustee 1.00 0.00 X 0 0 0 Rose H Nelson Trustee 1.00 0.00 X 0 0 0 Daniel Zilkha Trustee 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 Fayez Sarofim & Co 909 Fannin St Ste 2907 Houston TX 77010 Investment management 484533 UBS Financial Services 4400 Post Oak Pkwy Ste 2000 Houston TX 77027 Investment management/custodian 462624 2 3284526 3284526 16272106 10997573 5274533 5274533 5274533 8559059 0 0 8559059 2940000 2940000 24000 24000 3117 3117 731688 731688 215469 215469 600 600 3914874 2940000 974874 0 80090222 84734407 80090222 84734407 0 0 X 75530514 80755047 0 0 4559708 3979360 80090222 84734407 80090222 84734407 4644185 0 X 0 1 X 1 0 X X 3 Alley Theatre 741143076 7 1 775000 0 Houston Ballet Foundation 741394920 7 1 125000 0 Houston Symphony Society 741157373 7 1 525000 0 3 1425000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 Part IV, Section A, Line 1: CTPA was formed with three named beneficiaries, Houston Symphony Society, Houston Ballet Foundation and Alley Theatre, acting as representatives of a class of beneficiaries (the "Beneficiaries"), performing arts institutions within the State of Texas, primarily those institutions within the greater metropolitan Houston area. Each Beneficiary must be an organization described in section 501(c)(3) other than a private foundation, within the meaning of section 509(a)(1). 0 7611902 0 7611902 947157 947157 8559059 2967717 0 2967717 947157 947157 3914874 1 4th Wall Theatre Company 1126 W 17th St Unit C Houston TX 77008 452703933 501(c)(3) 22500 0 Operating support Alley Theatre 615 Texas Ave Houston TX 77002 741143076 501(c)(3) 775000 0 Operating support Apollo Chamber Players 3201 Allen Pkwy Ste 250 Houston TX 77019 463502456 501(c)(3) 15000 0 Operating support Ars Lyrica Houston 4807 San Felipe St Ste 202 Houston TX 77056 300194631 501(c)(3) 15000 0 Operating support Asia Society Texas Center 1370 Southmore Blvd Houston TX 77004 030433949 501(c)(3) 10000 0 Operating support Catastrophic Theatre 3400 Main St Ste 285 Houston TX 77002 753244892 501(c)(3) 25000 0 Operating support Chamber Music Houston PO Box 1892 MS532 Houston TX 77005 746050208 501(c)(3) 10000 0 Artisitic fees Classical Theatre Company PO Box 541324 Houston TX 77254 208412415 501(c)(3) 20000 0 Operating support Da Camera Society of Texas 1402 Sul Ross St Houston TX 77006 760232578 501(c)(3) 200000 0 Operating support Dance Source Houston PO Box 130661 Houston TX 77219 203206252 501(c)(3) 7500 0 Operating support DiverseWorks 3400 Main St Ste 292 Houston TX 77002 760035355 501(c)(3) 15000 0 Performing arts projects Ensemble Theatre 3535 Main St Houston TX 77002 741941943 501(c)(3) 30000 0 Production support Express Children's Theatre 4800 W 34th St Ste C3 Houston TX 77092 760392202 501(c)(3) 8000 0 Production support Gilbert and Sullivan Society of Houston PO Box 741267 Houston TX 77274 746010073 501(c)(3) 15000 0 Operating support Houston Ballet Foundation 601 Preston St Houston TX 77002 741394920 501(c)(3) 125000 0 Operating support Houston Chamber Choir PO Box 53388 Houston TX 77052 760480936 501(c)(3) 25000 0 Production support Houston Children's Chorus PO Box 66567 Houston TX 77266 760286895 501(c)(3) 15000 0 Operating support Houston Grand Opera Association 510 Preston St Houston TX 77002 746016764 501(c)(3) 525000 0 Production support Houston International Dance Coalition PO Box 130511 Houston TX 77006 760094763 501(c)(3) 25000 0 Production support Houston Symphony Society 615 Louisiana St Ste 102 Houston TX 77002 741157373 501(c)(3) 525000 0 Operating support Houston Youth Symphony 4550 Post Oak Place Dr Ste 245 Houston TX 77027 741238425 501(c)(3) 15000 0 Operating support James Dick Foundation for the Performing Arts PO Drawer 89 Round Top TX 78954 810711166 501(c)(3) 75000 0 Operating support Main Street Theater Houston 2540 Times Blvd Houston TX 77005 742093696 501(c)(3) 40000 0 Operating support Mercury Chamber Orchestra 3100 Timmons Ln Ste 201 Houston TX 77027 760663007 501(c)(3) 50000 0 Operating support Multicultural Education & Counseling Through the Arts 1900 Kane St Houston TX 77007 742044904 501(c)(3) 20000 0 Program support Musiqa PO Box 667027 Houston TX 77266 562281440 501(c)(3) 12000 0 Operating support Nameless Sound 1458 Lawson St Houston TX 77023 204160737 501(c)(3) 10000 0 Program support Open Dance Project 747 N Shepherd Dr Ste 100 Houston TX 77007 474631028 501(c)(3) 10000 0 Operating support River Oaks Chamber Orchestra 1934 W Gray St Ste 311 Houston TX 77019 300288750 501(c)(3) 20000 0 Operating support Society for the Performing Arts 615 Louisiana St Ste 100 Houston TX 77002 746077505 501(c)(3) 20000 0 Operating support Stages 800 Rosine St Houston TX 77019 742090278 501(c)(3) 75000 0 Program support Theatre Under The Stars 800 Bagby St Ste 200 Houston TX 77002 741621647 501(c)(3) 50000 0 Program support University of Houston School of Theater and Dance Houston TX 77204 746001399 Government 50000 0 Program support William March Rice University Shepherd School of Music Houston TX 77251 741109620 501(c)(3) 20000 0 Program support Young Audiences of Houston 675 Bering Dr Ste 300 Houston TX 77057 746082602 501(c)(3) 40000 0 Operating support 35 0 Part I, Line 2: Grantees are required to complete a questionnaire relating to the requested Grant. Grantees are required to enter into an agreement whereby the grantee, among other things, (i) makes certain representations, (ii) covenants to provide certain information including a report on the use of funds, and (iii) agrees to comply with other requirements imposed by CTPA. The grant is not funded unless and until the grantee has satisfied all requirements imposed by CTPA. Form 990, Part VI, Section A, line 2 Louisa Sarofim and Micajah Stude have a family relationship. Cornelia Long, Cornelia Zilkha, and Daniel Zilkha have a family relationship. Form 990, Part VI, Section A, line 7a CTPA is organized and operated for the benefit of a class of performing arts institutions within the State of Texas, primarily with respect to those institutions within the greater metropolitan Houston area (the "Beneficiaries"). CTPA was formed with three named Beneficiaries acting as Representatives of the Beneficiaries. The named Representatives are Houston Symphony Society, Houston Ballet Foundation and Alley Theatre. CTPA was formed with two classes of Trustees: Public Trustees and Performing Arts Trustees. There are three Performing Arts Trustees and four Public Trustees resulting in a total of seven Trustees. Each of the three Representatives is responsible for appointing a Performing Arts Trustee. If there is a vacancy in the office of a Public Trustee, that vacancy shall be filled by the affirmative majority vote of all remaining Trustees, both Public Trustees and Performing Arts Trustees. However, if there are more Public Trustees entitled to vote than there are Performing Arts Trustees entitled to vote, only the same number of Public Trustees as there are Performing Arts Trustees shall be entitled to vote and the Public Trustee not entitled to vote shall be ascertained by lot. The governing bodies of the Beneficiaries may by official unanimous action remove any or all of the Public Trustees. The resulting vacancies shall be filled as noted above. In addition, each Representative may remove the Performing Arts Trustee appointed by such Representative. Form 990, Part VI, Section B, line 11b The Tax Manager and Accountant of the Greater Houston Community Foundation initially review Form 990. Upon resolution of any questions raised by these two individuals and any changes that result from this review, the completed document is distributed to the Trustor and Chairperson for review and approval prior to filing. An electronic copy of Form 990 is emailed to the Trustees prior to filing and a physical copy is made available to the Trustees at the first meeting following the date the return is filed. Form 990, Part VI, Section B, line 12c The conflict of interest policy is distributed to all Trustees annually. They are asked to acknowledge receipt by returning a signed form. When discussion occurs and/or votes are taken in meetings of the Trustees and a Trustee indicates a conflict of interest, such conflicts are noted in the minutes of the meeting and the Trustee abstains from any vote taken. Form 990, Part VI, Section C, line 19 Upon request. Alley Theatre 615 Texas Ave Houston TX 77002 741143076 Performing arts TX 501(c)(3) Line 7 N/A 0 Houston Ballet Foundation 601 Preston St Houston TX 77002 741394920 Performing arts TX 501(c)(3) Line 7 N/A 0 Houston Symphony Society 615 Louisiana St Ste 102 Houston TX 77002 741157373 Performing arts TX 501(c)(3) Line 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0