ROBERT A WELCH FOUNDATION 062491: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT A WELCH FOUNDATION 062491 (EIN 76-0343128)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-07-07
- IRS object ID
- 202541889349101009
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-07T17:37:21+00:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton Advisors LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 Third Avenue 9th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760343128 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Robert A Welch Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 7139619884 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 West Loop South Suite 1661 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Adam Kuspa | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7139619884 | PhoneNum |
| Signature | 2025-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott Thompsett | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Preparation | 2025-07-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $892,023,762 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $215,370 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $215,370 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,782,605 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,750,127 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $308,084 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $306,772 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$437,139 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $22,870,042 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $78,915,847 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,729,648 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,661,008 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$192,181 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $36,837,109 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,809,736 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,336,426 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $466,662 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $858,730 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,062,207 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $374,259 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $685,959 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $645,615 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $236,791 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $402,691 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $102,125 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $41,636 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $60,488 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $112,815 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $35,576 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $56,407 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,034,722 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,792,884 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $783,503 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $863,170 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $876,195 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $50,337 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $23,118 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $831,994 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $306,772 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,162 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,430 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,732 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $25,839 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $2,584 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $23,255 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,037,121 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $147,786 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,317,223 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,113,533 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,307,693 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,195,988 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,188,829 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,330,990 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,302,362 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,307,693 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,526,978 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,465,253 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,502,043 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,700 | CashBOYAmt |
| Cash EOY | $3,700 | CashEOYAmt |
| Cash EOYFMV | $3,700 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $29,145,179 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,898,998 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,898,998 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $65,783 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $65,783 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $65,783 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $79,330,995 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $92,447,456 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $85,901,346 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $111,601,882 | CorporateStockBOYAmt |
| Corporate Stock EOY | $112,151,394 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $200,429,011 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $496,432 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $451,133 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $45,299 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $45,299 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $45,299 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $406,057,286 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $401,098,111 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $592,453,474 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,019,914 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $408,192 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $420,251 | LandBOYAmt |
| Land EOY | $611,722 | LandEOYAmt |
| Land EOYFMV | $611,722 | LandEOYFMVAmt |
| Other Assets BOY | $4,502,376 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,663,110 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,614,429 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $631,106,968 | TotalAssetsBOYAmt |
| Total Assets EOY | $618,985,573 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $892,023,762 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $586,677 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $620,679 | AccountsPayableEOYAmt |
| Grants Payable BOY | $23,138,990 | GrantsPayableBOYAmt |
| Grants Payable EOY | $37,996,829 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $4,938,729 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,548,191 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $28,664,396 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,165,699 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $23,240,987 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | -$38,871,286 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $579,201,585 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $613,691,160 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $602,442,572 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $574,819,874 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $631,106,968 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $618,985,573 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $602,442,572 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,465,253 | ExcessRevenueOverExpensesAmt |
| Other Increases | $688,568 | OtherIncreasesAmt |
| Subtotal | $575,665,887 | SubtotalAmt |
| Other Decreases | $846,013 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $574,819,874 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|---|
| Partnership #1 | P | 2023-09-01 | 2024-08-31 | $640,356 | $640,356 | $0 | $640,356 | |
| Partnership #1 | P | 2023-01-01 | 2024-08-31 | $1,131,841 | $1,131,841 | $0 | $1,131,841 | |
| Partnership #2 | P | 2023-09-01 | 2024-08-31 | -$398,044 | $0 | -$398,044 | $398,044 | |
| Partnership #2 | P | 2023-01-01 | 2024-08-31 | -$109,830 | $0 | -$109,830 | $109,830 | |
| Partnership #3 | P | 2023-09-01 | 2024-08-31 | -$12,137 | $0 | -$12,137 | $12,137 | |
| Partnership #3 | P | 2023-01-01 | 2024-08-31 | -$676,042 | $0 | -$676,042 | $676,042 | |
| Partnership #4 | P | 2023-09-01 | 2024-08-31 | -$4,460 | $0 | -$4,460 | $4,460 | |
| Partnership #4 | P | 2023-01-01 | 2024-08-31 | $229,780 | $229,780 | $0 | $229,780 | |
| Partnership #8 | P | 2023-09-01 | 2024-08-31 | -$10,628 | $0 | -$10,628 | $10,628 | |
| Partnership #8 | P | 2023-01-01 | 2024-08-31 | $301,963 | $301,963 | $0 | $301,963 | |
| Partnership #13 | P | 2023-09-01 | 2024-08-31 | -$374,178 | $0 | -$374,178 | $374,178 | |
| Partnership #13 | P | 2023-01-01 | 2024-08-31 | -$502,671 | $0 | -$502,671 | $502,671 | |
| Partnership #16 | P | 2023-09-01 | 2024-08-31 | $27,941 | $27,941 | $0 | $27,941 | |
| Partnership #16 | P | 2023-01-01 | 2024-08-31 | -$269,499 | $0 | -$269,499 | $269,499 | |
| Partnership #10 | P | 2023-09-01 | 2024-08-31 | $1,087,049 | $1,087,049 | $0 | $1,087,049 | |
| Partnership #10 | P | 2023-01-01 | 2024-08-31 | $10,897,442 | $10,897,442 | $0 | $10,897,442 | |
| Partnership #10 | P | 2023-01-01 | 2024-08-31 | $2,436,875 | $2,436,875 | $0 | $2,436,875 | |
| Partnership #17 | P | 2023-09-01 | 2024-08-31 | -$1,856,680 | $0 | -$1,856,680 | $1,856,680 | |
| Partnership #17 | P | 2023-01-01 | 2024-08-31 | -$3,832,615 | $0 | -$3,832,615 | $3,832,615 | |
| Publicly traded securities | P | 2023-01-01 | 2024-08-31 | $23,185 | $23,185 | $0 | $23,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,729,648 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $271,078 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $271,078 | SubtotalAmt |
| Tax Based On Investment Income | $271,078 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $640,434 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $640,434 | TotalPaymentsAndCreditsAmt |
| Overpayment | $369,356 | OverpaymentAmt |
| Applied To ES Tax | $369,356 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | welch1.org | WebsiteAddressTxt |
| Individual With Books | Adam Kuspa | IndividualWithBooksNm |
| Phone | 7139619884 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 West Loop South Suite 1661 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| Loan Kieu | ||||||||
| 1717 West Loop South Suite 1661 | Houston | TX | 77027 | Chief Financial Officer | 40.000 | $214,496 | $65,463 | $0 |
| Adam Kuspa | ||||||||
| 1717 West Loop South Suite 1661 | Houston | TX | 77027 | President | 40.000 | $775,231 | $91,923 | $0 |
| Ronald Page | ||||||||
| 1717 West Loop South Suite 1661 | Houston | TX | 77027 | Ex-Chief Financial Officer | 40.000 | $165,450 | $28,510 | $0 |
| Carin M Barth | ||||||||
| 1717 West Loop South Suite 1661 | Houston | TX | 77027 | Treasurer and Director | 2.000 | $35,000 | $0 | $0 |
| Douglas L Foshee | ||||||||
| 1717 West Loop South Suite 1661 | Houston | TX | 77027 | Director | 2.000 | $35,000 | $0 | $0 |
| Fred W Brazelton | ||||||||
| 1717 West Loop South Suite 1661 | Houston | TX | 77027 | Chair and Director | 4.000 | $50,000 | $0 | $0 |
| Gina A Luna | ||||||||
| 1717 West Loop South Suite 1661 | Houston | TX | 77027 | Vice Chair and Director | 2.000 | $35,000 | $0 | $0 |
| William F McKeon | ||||||||
| 1717 West Loop South Suite 1661 | Houston | TX | 77027 | Director | 2.000 | $14,583 | $0 | $0 |
| Carolyn C Sabat | ||||||||
| 1717 West Loop South Suite 1661 | Houston | TX | 77027 | Secretary and Director | 2.000 | $11,667 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Kristen Roden | ||||||||
| 1717 West Loop South Suite 1661 | Houston | TX | 77027 | Ass. Grant Director | 40.000 | $137,403 | $42,407 | $0 |
| Carla Atmar | ||||||||
| 1717 West Loop South Suite 1661 | Houston | TX | 77027 | Grant Director | 40.000 | $281,627 | $67,559 | $0 |
| Carolyn Kahlich | ||||||||
| 1717 West Loop South Suite 1661 | Houston | TX | 77027 | Senior Accountant | 40.000 | $133,703 | $45,163 | $0 |
| Sherry White | ||||||||
| 1717 West Loop South Suite 1661 | Houston | TX | 77027 | Senior Accountant | 40.000 | $120,913 | $59,024 | $0 |
| Colette Bleasdale | ||||||||
| 1717 West Loop South Suite 1661 | Houston | TX | 77027 | Executive Assistant | 40.000 | $108,801 | $59,062 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 8 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Cambridge Associates | ||||||
| 125 high Street | Boston | MA | 02110 | Investment Manager | $1,173,417 | |
| Silchester International Investors | ||||||
| 780 Third Avenue | New York | NY | 10022 | Investment Manager | $316,678 | 42nd Floor |
| JO Hambro Capital management Limited co Northern Trust Agency C5S | ||||||
| 333 S Wabash | Chicago | IL | 60604 | Investment Manager | $219,327 | |
| Ttweak LLC | ||||||
| 3815 Montrose Blvd | Houston | TX | 77006 | Communications and design firm | $186,214 | Ste 207 |
| Dancie Perugini Ware Public Relations Inc | ||||||
| 1600 W Loop North | Houston | TX | 77027 | Public Relations | $170,321 | Suite 800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 10 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Welch Foundation hosts a conference which draws leading scientists from around the world to explore state-of-the-art research in various areas of chemistry. The Foundation sponsors these annual conferences to support fundamental research in chemistry. The topic of each conference and its participants are selected by a member of the Scientific Advisory Board. It is the Foundation's desire to present programs with cutting-edge research in a variety of different areas of chemistry. The 2023 Annual Robert A. Welch Foundation Conference on Chemical Research had 389 attendees. | Description1Txt |
| Expenses1 | $551,526 | Expenses1Amt |
| Description2 | The Robert A. Welch Foundation Award in Chemistry. The purpose of The Robert A. Welch Award in Chemistry is to foster and encourage basic chemical research and to recognize, in a substantial manner, the value of chemical research contributions for the benefit of humankind as set forth in the will of Robert Alonzo Welch. The founder was interested in chemistry and in its service to both the betterment and the understanding of human life. We also believe this award plays an important role in aiding and strengthening the other programs of the Foundation. In accordance with these principles, the award committee will consider any person who has made important chemical research contributions that have had a significant, positive influence on humankind. We intend that the award recognizes the contributions of an individual who has not previously been recognized in a similar manner. | Description2Txt |
| Expenses2 | $305,669 | Expenses2Amt |
| Description3 | Norman Hackerman Award in Chemical Research. The Welch Foundation's Norman Hackerman Award in Chemical Research was established to recognize the accomplishments of chemical scientists in Texas who are in their early careers and to serve as an encouragement to those who are embarking on careers dedicated to increasing our fundamental understanding of chemistry. The award is intended for the personal benefit of the recipient, and carries no requirement for future services as a condition of receiving it. The award is made on an annual basis, when warranted, to a scientist conducting chemical research in Texas. | Description3Txt |
| Expenses3 | $129,115 | Expenses3Amt |
| Description4 | Welch eXperimental (WelchX) Collaboration Retreats. This program aims to bring together Texas researchers to topically focused chemistry meetings and stimulate them to ideate on challenging issues of our time. Early-to mid-career tenured faculty will be invited to this fully in-person summer meeting to stimulate collaborations that foster lasting connections among the participants, thus increasing the density of research ties across Texas and spurring the growth of basic research in the chemical sciences. | Description4Txt |
| Expenses4 | $45,874 | Expenses4Amt |
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 | $830,304,788 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,172,917 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,315,572 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $869,793,277 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $869,793,277 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,046,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $856,746,378 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,837,319 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,837,319 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $271,078 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $123,874 | IncomeTaxAmt |
| Total Tax | $394,952 | TotalTaxAmt |
| Distributable Before Adj | $42,442,367 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $622,785 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,065,152 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $43,065,152 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,526,978 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $15,996 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $43,542,974 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,065,152 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $42,601,332 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,542,974 | QualifyingDistributionsAmt |
| Applied To Year1 | $42,601,332 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $941,642 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $42,123,510 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Robert A Welch Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 West Loop South Suite 1661 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7139619884 | RecipientPhoneNum |
| Form And Info And Materials | For program guidelines and requirements, visit https://welch1.org/grants-programs/important-dates-and-deadlines | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | For program deadlines, visit https://welch1.org/grants-programs/important-dates-and-deadlines | SubmissionDeadlinesTxt |
| Restrictions On Awards | Basic research in chemistry and related fields in the State of Texas | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ABILENE CHRISTIAN UNIVERSITY | ||||||||
| 320 Hardin Administration Bldg ACU | Box 29103 | Abilene | TX | 79699 | N/A | PC | Basic Research in Chemistry and related fields | $50,000 |
| ANGELO STATE UNIVERSITY | ||||||||
| ASU Station 10889 2601 W Avenue N | San Angelo | TX | 76909 | N/A | GOV | Basic Research in Chemistry and related fields | $45,000 | |
| AUSTIN COLLEGE | ||||||||
| 900 N Grand Ave | Sherman | TX | 75090 | N/A | PC | Basic Research in Chemistry and related fields | $45,000 | |
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| One Baylor Plaza MS BCM 310 | Houston | TX | 77030 | N/A | PC | Basic Research in Chemistry and related fields | $2,000,000 | |
| BAYLOR UNIVERSITY | ||||||||
| One Bear Place 97360 | Waco | TX | 76798 | N/A | PC | Basic Research in Chemistry and related fields | $1,300,000 | |
| EAST TEXAS BAPTIST UNIVERSITY | ||||||||
| One Tiger Drive | Marshall | TX | 75670 | N/A | PC | Basic Research in Chemistry and related fields | $120,000 | |
| HARDIN-SIMMONS UNIVERSITY | ||||||||
| 2200 Hickory Street | Abilene | TX | 79698 | N/A | PC | Basic Research in Chemistry and related fields | $35,000 | |
| HOUSTON CHRISTIAN UNIVERSITY | ||||||||
| 7502 Fondren Road | Houston | TX | 77074 | N/A | PC | Basic Research in Chemistry and related fields | $40,000 | |
| HUSTON-TILLOTSON UNIVERSITY | ||||||||
| 900 Chicon Street | Austin | TX | 78702 | N/A | PC | Basic Research in Chemistry and related fields | $100,000 | |
| JARVIS CHRISTIAN UNIVERSITY | ||||||||
| P O Box 1470 | Hawkins | TX | 75765 | N/A | PC | Basic Research in Chemistry and related fields | $30,000 | |
| LAMAR UNIVERSITY | ||||||||
| 4400 Martin Luther King Jr Parkwa | Beaumont | TX | 77705 | N/A | GOV | Basic Research in Chemistry and related fields | $50,000 | |
| LETOURNEAU UNIVERSITY | ||||||||
| 2100 South Mobberly Avenue P O Box | 7001 | Longview | TX | 75607 | N/A | PC | Basic Research in Chemistry and related fields | $30,000 |
| LUBBOCK CHRISTIAN UNIVERSITY | ||||||||
| 5601 19th Street | Lubbock | TX | 79407 | N/A | PC | Basic Research in Chemistry and related fields | $40,000 | |
| MCMURRY UNIVERSITY | ||||||||
| 1400 Sayles Blvd | Abilene | TX | 79697 | N/A | PC | Basic Research in Chemistry and related fields | $40,000 | |
| MIDWESTERN STATE UNIVERSITY | ||||||||
| 3410 Taft Blvd | Wichita Falls | TX | 76308 | N/A | GOV | Basic Research in Chemistry and related fields | $45,000 | |
| OUR LADY OF THE LAKE UNIVERSITY | ||||||||
| 411 SW 24th Street | San Antonio | TX | 78207 | N/A | PC | Basic Research in Chemistry and related fields | $30,000 | |
| RICE UNIVERSITY | ||||||||
| Office of Sponsored Projects and Re | 6100 S Main MS-16 | Houston | TX | 77005 | N/A | PC | Basic Research in Chemistry and related fields | $2,752,740 |
| SAM HOUSTON STATE UNIVERSITY | ||||||||
| SHSU Box 2448 | Huntsville | TX | 77341 | N/A | GOV | Basic Research in Chemistry and related fields | $250,000 | |
| SCHREINER UNIVERSITY | ||||||||
| 2100 Memorial Blvd | Kerrville | TX | 78028 | N/A | PC | Basic Research in Chemistry and related fields | $31,500 | |
| SOUTHERN METHODIST UNIVERSITY | ||||||||
| Office of Research and Graduate Stu | 6425 Boaz Lane Suite 101 | Dallas | TX | 75205 | N/A | PC | Basic Research in Chemistry and related fields | $200,000 |
| SOUTHWESTERN UNIVERSITY | ||||||||
| 1001 East University Avenue | Georgetown | TX | 78626 | N/A | PC | Basic Research in Chemistry and related fields | $130,000 | |
| ST EDWARD'S UNIVERSITY | ||||||||
| 3001 South Congress Avenue | Austin | TX | 78704 | N/A | PC | Basic Research in Chemistry and related fields | $40,000 | |
| ST MARY'S UNIVERSITY | ||||||||
| One Camino Santa Maria | San Antonio | TX | 78228 | N/A | PC | Basic Research in Chemistry and related fields | $45,000 | |
| STEPHEN F AUSTIN STATE UNIVERSITY | ||||||||
| PO Box 13024 SFA Station | Nacogdoches | TX | 75962 | N/A | GOV | Basic Research in Chemistry and related fields | $50,000 | |
| SUL ROSS STATE UNIVERSITY | ||||||||
| Office of Sponsored Programs Dean B | AB 203 Box C-97 | Alpine | TX | 79832 | N/A | GOV | Basic Research in Chemistry and related fields | $100,000 |
| TARLETON STATE UNIVERSITY | ||||||||
| 201 Saint Felix Street Box T-0350 | Stephenville | TX | 76402 | N/A | GOV | Basic Research in Chemistry and related fields | $45,000 | |
| TEXAS A&M INTERNATIONAL | ||||||||
| 5201 University Blvd | Laredo | TX | 78041 | N/A | GOV | Basic Research in Chemistry and related fields | $120,000 | |
| TEXAS A&M UNIVERSITY | ||||||||
| Sponsored Research Services 400 Har | vey Mitchell Parkway S Ste | College Station | TX | 77845 | N/A | GOV | Basic Research in Chemistry and related fields | $2,695,000 |
| TEXAS A&M FOUNDATION | ||||||||
| 401 George Bush Drive | College Station | TX | 77840 | N/A | GOV | Basic Research in Chemistry and related fields | $10,000,000 | |
| TEXAS A&M UNIVERSITY-COMMERCE | ||||||||
| 6300 Ocean Drive Unit 5843 | Corpus Christi | TX | 78412 | N/A | GOV | Basic Research in Chemistry and related fields | $130,000 | |
| TEXAS A&M UNIVERSITY-CORPUS | ||||||||
| 6300 Ocean Dr | Corpus Christi | TX | 78412 | N/A | GOV | Basic Research in Chemistry and related fields | $50,000 | |
| TEXAS A&M UNIVERSITY - KINGSVILLE | ||||||||
| 700 University Blvd MSC 201 | Kingsville | TX | 78363 | N/A | GOV | Basic Research in Chemistry and related fields | $135,000 | |
| TEXAS A&M UNIVERSITY-TEXARKANA | ||||||||
| 7101 University Ave | Texarkana | TX | 75503 | N/A | GOV | Basic Research in Chemistry and related fields | $105,000 | |
| TEXAS LUTHERAN UNIVERSITY | ||||||||
| Development Office 1000 W Court S | Seguin | TX | 78155 | N/A | PC | Basic Research in Chemistry and related fields | $40,000 | |
| TEXAS TECH UNIVERSITY | ||||||||
| 349 Administration Building Box 410 | Lubbock | TX | 79409 | N/A | GOV | Basic Research in Chemistry and related fields | $400,000 | |
| TEXAS WESLEYAN UNIVERSITY | ||||||||
| 1201 Wesleyan Street | Fort Worth | TX | 76105 | N/A | PC | Basic Research in Chemistry and related fields | $35,000 | |
| TEXAS WOMAN'S UNIVERSITY | ||||||||
| Research Sponsored Programs PO Box | 425619 | Denton | TX | 76204 | N/A | GOV | Basic Research in Chemistry and related fields | $50,000 |
| TEXAS CHRISTIAN UNIVERSITY | ||||||||
| 2800 South University Drive Sadler | Fort Worth | TX | 76129 | N/A | PC | Basic Research in Chemistry and related fields | $400,000 | |
| TEXAS STATE UNIVERSITY | ||||||||
| 601 University Drive JCK 420 | San Marcos | TX | 78666 | N/A | GOV | Basic Research in Chemistry and related fields | $100,000 | |
| THE TEXAS INTERSCHOLASTIC LEAGUE FOUNDATION | ||||||||
| PO Box 151027 | Austin | TX | 78715 | N/A | SO III FI | Basic Research in Chemistry and related fields | $286,750 | |
| THE UNIVERSITY OF TEXAS AT ARLINGTON | ||||||||
| 701 S Nedderman Drive Grant and Co | Arlington | TX | 76019 | N/A | GOV | Basic Research in Chemistry and related fields | $200,000 | |
| THE UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| Office of Sponsored Projects The Un | 101 East 27th Street Suite 5300 | Austin | TX | 78712 | N/A | GOV | Basic Research in Chemistry and related fields | $5,325,000 |
| THE UNIVERSITY OF TEXAS AT DALLAS | ||||||||
| 800 West Campbell Road AD15 | Richardson | TX | 75080 | N/A | GOV | Basic Research in Chemistry and related fields | $600,000 | |
| THE UNIVERSITY OF TEXAS AT EL PASO | ||||||||
| 500 West University Avenue | El Paso | TX | 79968 | N/A | GOV | Basic Research in Chemistry and related fields | $300,000 | |
| THE UNIVERSITY OF TEXAS AT RIO GRANDE VALLEY | ||||||||
| 1201 W University Drive | Edinburg | TX | 78539 | N/A | GOV | Basic Research in Chemistry and related fields | $50,000 | |
| THE UNIVERSITY OF TEXAS AT SAN ANTONIO | ||||||||
| One UTSA Circle | San Antonio | TX | 78249 | N/A | GOV | Basic Research in Chemistry and related fields | $400,000 | |
| THE UNIVERSITY OF TEXAS AT SOUTHWESTERN MEDICAL CENTER | ||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | N/A | GOV | Basic Research in Chemistry and related fields | $5,065,000 | |
| THE UNIVERSITY OF TEXAS AT TYLER | ||||||||
| 3900 University Boulevard | Tyler | TX | 75799 | N/A | GOV | Basic Research in Chemistry and related fields | $50,000 | |
| THE UNIVERSITY OF TEXAS OF THE PERMIAN BASIN | ||||||||
| 4901 E University Boulevard | Odessa | TX | 79762 | N/A | GOV | Basic Research in Chemistry and related fields | $45,000 | |
| THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON | ||||||||
| 7000 Fannin St | Houston | TX | 77030 | N/A | GOV | Basic Research in Chemistry and related fields | $300,000 | |
| THE UNIVERSITY OF TEXAS HEALTH SAN ANTONIO | ||||||||
| 7703 Floyd Curl Dr | San Antonio | TX | 78229 | N/A | GOV | Basic Research in Chemistry and related fields | $400,000 | |
| TRINITY UNIVERSITY | ||||||||
| Office of Academic Affairs Trinity | University One Trinity Pla | San Antonio | TX | 78212 | N/A | PC | Basic Research in Chemistry and related fields | $435,000 |
| UNIVERSITY OF DALLAS | ||||||||
| 1845 East Northgate Drive | Irving | TX | 75062 | N/A | PC | Basic Research in Chemistry and related fields | $120,000 | |
| UNIVERSITY OF HOUSTON | ||||||||
| Ezekiel W Cullen 4302 University Dr | ive Room 316 | Houston | TX | 77204 | N/A | GOV | Basic Research in Chemistry and related fields | $2,430,000 |
| UNIVERSITY OF HOUSTON-CLEAR LAKE | ||||||||
| 2700 Bay Area Blvd | Houston | TX | 77058 | N/A | GOV | Basic Research in Chemistry and related fields | $45,000 | |
| UNIVERSITY OF HOUSTON-DOWNTOWN | ||||||||
| One Main Street Suite S625 | Houston | TX | 77002 | N/A | GOV | Basic Research in Chemistry and related fields | $135,000 | |
| UNIVERSITY OF MARY HARDIN-BAYLOR | ||||||||
| 900 College Street | Belton | TX | 75062 | N/A | PC | Basic Research in Chemistry and related fields | $115,000 | |
| UNIVERSITY OF NORTH TEXAS | ||||||||
| Office of Grants Contracts Admin 11 | 55 Union Circle 305250 | Denton | TX | 76203 | N/A | GOV | Basic Research in Chemistry and related fields | $100,000 |
| UNIVERSITY OF ST THOMAS | ||||||||
| 3800 Montrose Boulevard | Houston | TX | 77006 | N/A | PC | Basic Research in Chemistry and related fields | $130,000 | |
| UNIVERSITY OF THE INCARNATE WORD | ||||||||
| 4301 Broadway | San Antonio | TX | 78209 | N/A | PC | Basic Research in Chemistry and related fields | $135,000 | |
| WAYLAND BAPTIST UNIVERSITY | ||||||||
| 1900 W 7th CMB 1287 | Plainview | TX | 79072 | N/A | PC | Basic Research in Chemistry and related fields | $40,000 | |
| WEST TEXAS A&M UNIVERSITY | ||||||||
| 2501 4th Avenue | Canyon | TX | 79016 | N/A | GOV | Basic Research in Chemistry and related fields | $120,000 | |
| Jason Scott McLellan | ||||||||
| 1717 West Loop South Suite 1661 | Houston | TX | 77027 | N/A | I | Norman Hackerman Award in Chemistry and related fields | $100,000 | |
| Jacqueline Barton Dervan | ||||||||
| 1717 West Loop South Suite 1661 | Houston | TX | 77027 | N/A | I | Welch Award in Chemistry and related fields | $500,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,330,990 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BAYLOR COLLEGE OF MEDICINE | ||||||||
| One Baylor Plaza MS BCM 310 | Houston | TX | 77030 | N/A | PC | Basic Research in Chemistry and related fields | $4,400,000 | |
| BAYLOR UNIVERSITY | ||||||||
| One Bear Place 97360 | Waco | TX | 76798 | N/A | PC | Basic Research in Chemistry and related fields | $500,000 | |
| EAST TEXAS BAPTIST UNIVERSITY | ||||||||
| One Tiger Drive | Marshall | TX | 75670 | N/A | PC | Basic Research in Chemistry and related fields | $90,000 | |
| HUSTON-TILLOTSON UNIVERSITY | ||||||||
| 900 Chicon Street | Austin | TX | 78702 | N/A | PC | Basic Research in Chemistry and related fields | $50,000 | |
| RICE UNIVERSITY | ||||||||
| Office of Sponsored Projects and Re | Houston | TX | 77005 | N/A | PC | Basic Research in Chemistry and related fields | $2,125,000 | 6100 S Main MS-16 |
| SAM HOUSTON STATE UNIVERSITY | ||||||||
| SHSU Box 2448 | Huntsville | TX | 77341 | N/A | GOV | Basic Research in Chemistry and related fields | $100,000 | |
| SOUTHERN METHODIST UNIVERSITY | ||||||||
| Office of Research and Graduate Stu | Dallas | TX | 75205 | N/A | PC | Basic Research in Chemistry and related fields | $100,000 | 6425 Boaz Lane Suite 101 |
| SOUTHWESTERN UNIVERSITY | ||||||||
| 1001 East University Avenue | Georgetown | TX | 78626 | N/A | PC | Basic Research in Chemistry and related fields | $110,000 | |
| SUL ROSS STATE UNIVERSITY | ||||||||
| Office of Sponsored Programs Dean B | Alpine | TX | 79832 | N/A | GOV | Basic Research in Chemistry and related fields | $50,000 | AB 203 Box C-97 |
| TEXAS A&M INTERNATIONAL | ||||||||
| 5201 University Blvd | Laredo | TX | 78041 | N/A | GOV | Basic Research in Chemistry and related fields | $90,000 | |
| TEXAS A&M UNIVERSITY | ||||||||
| Sponsored Research Services 400 Har | College Station | TX | 77845 | N/A | GOV | Basic Research in Chemistry and related fields | $2,650,000 | vey Mitchell Parkway S Ste |
| TEXAS A&M UNIVERSITY - KINGSVILLE | ||||||||
| 700 University Blvd MSC 201 | Kingsville | TX | 78363 | N/A | GOV | Basic Research in Chemistry and related fields | $120,000 | |
| TEXAS A&M UNIVERSITY-COMMERCE | ||||||||
| 6300 Ocean Drive Unit 5843 | Corpus Christi | TX | 78412 | N/A | GOV | Basic Research in Chemistry and related fields | $110,000 | |
| TEXAS A&M UNIVERSITY-TEXARKANA | ||||||||
| 7101 University Ave | Texarkana | TX | 75503 | N/A | GOV | Basic Research in Chemistry and related fields | $60,000 | |
| TEXAS CHRISTIAN UNIVERSITY | ||||||||
| 2800 South University Drive Sadler | Fort Worth | TX | 76129 | N/A | PC | Basic Research in Chemistry and related fields | $200,000 | |
| TEXAS STATE UNIVERSITY | ||||||||
| 601 University Drive JCK 420 | San Marcos | TX | 78666 | N/A | GOV | Basic Research in Chemistry and related fields | $100,000 | |
| TEXAS TECH UNIVERSITY | ||||||||
| 349 Administration Building Box 410 | Lubbock | TX | 79409 | N/A | GOV | Basic Research in Chemistry and related fields | $200,000 | |
| THE UNIVERSITY OF TEXAS AT ARLINGTON | ||||||||
| 701 S Nedderman Drive Grant and Co | Arlington | TX | 76019 | N/A | GOV | Basic Research in Chemistry and related fields | $200,000 | |
| THE UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| Office of Sponsored Projects The Un | Austin | TX | 78712 | N/A | GOV | Basic Research in Chemistry and related fields | $7,362,000 | 101 East 27th Street Suite 5300 |
| THE UNIVERSITY OF TEXAS AT DALLAS | ||||||||
| 800 West Campbell Road AD15 | Richardson | TX | 75080 | N/A | GOV | Basic Research in Chemistry and related fields | $600,000 | |
| THE UNIVERSITY OF TEXAS AT EL PASO | ||||||||
| 500 West University Avenue | El Paso | TX | 79968 | N/A | GOV | Basic Research in Chemistry and related fields | $200,000 | |
| THE UNIVERSITY OF TEXAS AT SAN ANTONIO | ||||||||
| One UTSA Circle | San Antonio | TX | 78249 | N/A | GOV | Basic Research in Chemistry and related fields | $200,000 | |
| THE UNIVERSITY OF TEXAS AT SOUTHWESTERN MEDICAL CENTER | ||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | N/A | GOV | Basic Research in Chemistry and related fields | $3,500,000 | |
| THE UNIVERSITY OF TEXAS HEALTH SAN ANTONIO | ||||||||
| 7703 Floyd Curl Dr | San Antonio | TX | 78229 | N/A | GOV | Basic Research in Chemistry and related fields | $100,000 | |
| THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON | ||||||||
| 7000 Fannin St | Houston | TX | 77030 | N/A | GOV | Basic Research in Chemistry and related fields | $100,000 | |
| TRINITY UNIVERSITY | ||||||||
| Office of Academic Affairs Trinity | San Antonio | TX | 78212 | N/A | PC | Basic Research in Chemistry and related fields | $220,000 | University One Trinity Pla |
| UNIVERSITY OF DALLAS | ||||||||
| 1845 East Northgate Drive | Irving | TX | 75062 | N/A | PC | Basic Research in Chemistry and related fields | $90,000 | |
| UNIVERSITY OF HOUSTON | ||||||||
| Ezekiel W Cullen 4302 University Dr | Houston | TX | 77204 | N/A | GOV | Basic Research in Chemistry and related fields | $2,000,000 | ive Room 316 |
| UNIVERSITY OF HOUSTON-DOWNTOWN | ||||||||
| One Main Street Suite S625 | Houston | TX | 77002 | N/A | GOV | Basic Research in Chemistry and related fields | $120,000 | |
| UNIVERSITY OF MARY HARDIN-BAYLOR | ||||||||
| 900 College Street | Belton | TX | 75062 | N/A | PC | Basic Research in Chemistry and related fields | $80,000 | |
| UNIVERSITY OF ST THOMAS | ||||||||
| 3800 Montrose Boulevard | Houston | TX | 77006 | N/A | PC | Basic Research in Chemistry and related fields | $110,000 | |
| UNIVERSITY OF THE INCARNATE WORD | ||||||||
| 4301 Broadway | San Antonio | TX | 78209 | N/A | PC | Basic Research in Chemistry and related fields | $120,000 | |
| WEST TEXAS A&M UNIVERSITY | ||||||||
| 2501 4th Avenue | Canyon | TX | 79016 | N/A | GOV | Basic Research in Chemistry and related fields | $90,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $26,147,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215,370 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,782,605 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$437,139 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,148,566 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,721,476 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| ROYALTIES | 1 | $3,504,211 | ||
| Other Income | 1 | $1,156,797 | ||
| K-1 Partnership income | 1 | -$8,962,874 | 901101 | $8,962,874 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $10,111,440 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,980,446 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,091,886 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit and Tax Preparation Fees | CategoryTxt |
| Amt | $112,815 | Amt |
| Net Investment Income | $35,576 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $56,407 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| Leasehold Improvement-Marathon | 1996-01-15 | $214,954 | $150,338 | SL | 39.0 | $0 | $5,512 | $0 |
| Leasehold Improvement-Amegy | 2023-04-01 | $86,316 | $3,260 | SL | 11.0 | $23,631 | $7,846 | $0 |
| Furnitures and Fixtures | 2023-04-01 | $48,723 | $2,306 | SL | 7.0 | $20,959 | $6,960 | $0 |
| Hardware | 2023-04-01 | $14,431 | $285 | SL | 5.0 | $5,747 | $2,800 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Book Gain on Sale of asset | AssetDesc |
| Acquired | 2023-09 | AcquiredDt |
| How Acquired | P | HowAcquiredTxt |
| Sold | 2024-08 | SoldDt |
| Gross Sales Price | $78,915,847 | GrossSalesPriceAmt |
| Basis | $56,045,805 | BasisAmt |
| Total Net | $22,870,042 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Domestic Equity | $91,581,701 | $177,825,844 |
| International Equity | $11,359,912 | $13,022,834 |
| Emerging Market | $9,209,781 | $9,580,333 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $92,447,456 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $85,901,346 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Leasehold Improvements | $451,133 | $451,133 | $0 | $0 |
| Furniture & Fixture - Artwork | $45,299 | $45,299 | $45,299 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Emerging Market | FMV | $14,833,927 | $20,699,597 |
| International Equity | FMV | $44,637,686 | $100,715,529 |
| Hedge Funds | FMV | $58,455,946 | $71,276,377 |
| Mineral and Oil properties | FMV | $3,288,449 | $15,649,099 |
| Private Equity | FMV | $279,882,103 | $384,112,872 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Leasehold Improvements | $259,908 | $33,447 | $226,461 | $226,461 |
| Furniture and Fixtures | $717,934 | $368,385 | $349,549 | $349,549 |
| Hardware | $42,072 | $6,360 | $35,712 | $35,712 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Subtenant lawsuit | $88,927 | $36,255 | $0 | $52,671 |
| Human resource, Trademark, and corporate matters | $13,198 | $5,381 | $0 | $7,817 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investment Receivable | $402,723 | $302,291 | $302,291 |
| Other Receivables | $373,109 | $190,856 | $190,856 |
| Prepaid Federal Excise Tax | $400,726 | $377,593 | $377,593 |
| Other Assets | $1,030,248 | $984,133 | $935,452 |
| Lease Assets | $2,295,570 | $1,808,237 | $1,808,237 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| Amt | $846,013 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank Fees | $4,974 | $4,974 | $0 | $0 |
| Office Supplies | $5,173 | $2,109 | $0 | $3,064 |
| Dues and Subscriptions | $7,021 | $5,066 | $0 | $1,955 |
| Equipment Rental, Storage and Other Leases | $7,060 | $2,878 | $0 | $4,182 |
| Sundry | $23,188 | $8,124 | $0 | $15,064 |
| Postage | $1,781 | $726 | $0 | $1,055 |
| Insurance | $99,935 | $35,533 | $0 | $64,401 |
| Telephone | $8,087 | $2,022 | $0 | $6,066 |
| Computer Supplies and Maintenance | $225,875 | $83,568 | $0 | $142,309 |
| Portfolio Deductions | $508,525 | $0 | $0 | $0 |
| Award in Chemistry | $321,566 | $0 | $0 | $305,669 |
| Conference on Chemical Research | $599,218 | $0 | $0 | $551,526 |
| Norman Hackerman Award | $129,115 | $0 | $0 | $129,115 |
| Welch X collaboration | $45,874 | $0 | $0 | $45,874 |
| Digitization Expense | $24,467 | $0 | $0 | $24,467 |
| Repair Expense | $6,833 | $2,786 | $0 | $4,047 |
| Semi annual meeting | $18,429 | $0 | $0 | $18,429 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES | $3,504,211 | $4,377,270 | $0 |
| OTHER INCOME | $1,156,797 | -$507,378 | $0 |
| PARTNERSHIP LOSS | $0 | -$4,062,073 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUNDS | Desc |
| Amt | $688,568 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Current and Deferred Federal Income and Excise Tax Payable | $2,495,607 | $3,499,817 |
| Lease Liabilities | $2,443,122 | $2,048,374 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment advisors - Advisory | $1,997,890 | $1,539,555 | $0 | $0 |
| Land and Royalty Consulting | $203,053 | $203,053 | $0 | $0 |
| Other Professional Fees | $73,595 | $50,276 | $0 | $23,319 |
| Advisory Board Fees | $600,833 | $0 | $0 | $600,833 |
| Public Relations | $159,351 | $0 | $0 | $159,351 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Oil/Gas Production Taxes | $342,864 | $342,864 | $0 | $0 |
| State Tax | $52,626 | $0 | $0 | $0 |
| Ad Valorem Taxes on Mineral Interests | $36,345 | $36,345 | $0 | $0 |
| Foreign tax | $0 | $496,986 | $0 | $0 |
| Federal Excise tax | $431,335 | $0 | $0 | $0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RWF Fund LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900609382 | EIN |
| Desc | Capital Distribution | Desc |
| Amt | $67,610,000 | Amt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RWF Fund LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900609382 | EIN |
| Desc | Capital Contribution | Desc |
| Amt | $30,350,000 | Amt |