ROBERT A WELCH FOUNDATION 062491: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT A WELCH FOUNDATION 062491 (EIN 76-0343128)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2021-07-12
- IRS object ID
- 202111939349100261
- Schema version
- 2019v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other 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 | 2021-07-12T09:06:19-07:00 | ReturnTs |
| Tax Period End | 2020-08-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-09-01 | 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 | 5555 San Felipe | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770562730 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ron Page | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7139619884 | PhoneNum |
| Signature | 2021-07-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $750,408,158 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $64,962 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $64,962 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,105,769 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,709,409 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,026,148 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $159,265,277 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,284,281 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $2,233,323 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$3,443,192 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $39,430,202 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,615,460 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,558,691 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $635,643 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $917,277 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $566,979 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $220,627 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $345,322 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $547,205 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $211,358 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $334,110 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $242,466 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,581 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $235,885 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $99,183 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,296 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $49,591 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,947,511 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,903,536 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $136,191 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $969,854 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $746,973 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,791 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $7,729 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $490,956 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $198,395 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $292,561 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,317 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,299 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,018 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $24,666 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $2,467 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $22,199 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,929,138 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $145,576 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,449,005 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,392,757 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,109,480 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,791,159 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $118,289,930 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,186,149 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $128,682,687 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,109,480 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,977,308 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$89,252,485 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,505,980 | 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 | $2,645,488 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,748,511 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,748,511 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $473,306 | AcctRcvblAmt |
| Acct Rcvbl BOY | $524,268 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $473,306 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $473,306 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $50,963,301 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $48,990,582 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $52,211,196 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $270,055,293 | CorporateStockBOYAmt |
| Corporate Stock EOY | $236,500,849 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $310,146,229 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,175,388 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,143,919 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,763,505 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $266,920,732 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $286,678,351 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $355,541,978 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,062,656 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $997,077 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $68,369 | LandBOYAmt |
| Land EOY | $65,579 | LandEOYAmt |
| Land EOYFMV | $65,579 | LandEOYFMVAmt |
| Other Assets BOY | $1,796,977 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,424,773 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,454,154 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $600,153,516 | TotalAssetsBOYAmt |
| Total Assets EOY | $599,029,570 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $750,408,158 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $182,339 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $227,569 | AccountsPayableEOYAmt |
| Grants Payable BOY | $23,375,886 | GrantsPayableBOYAmt |
| Grants Payable EOY | $111,269,748 | GrantsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $1,499,273 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,813,784 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $25,057,498 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $113,311,101 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | -$23,603,073 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | -$111,220,227 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $598,699,091 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $596,938,696 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $575,096,018 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $485,718,469 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $600,153,516 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $599,029,570 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $575,096,018 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$89,252,485 | ExcessRevenueOverExpensesAmt |
| Subtotal | $485,843,533 | SubtotalAmt |
| Other Decreases | $125,064 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $485,718,469 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| K-1 Partnership #1 | P | 2019-09-01 | 2020-08-31 | $138,819 | $0 | $0 | $138,819 | $0 | $0 | $0 | $138,819 |
| K-1 Partnership #1 | P | 2019-01-01 | 2020-08-31 | $2,739,231 | $0 | $0 | $2,739,231 | $0 | $0 | $0 | $2,739,231 |
| K-1 Partnership #2 | P | 2019-09-01 | 2020-08-31 | $367,073 | $0 | $0 | $367,073 | $0 | $0 | $0 | $367,073 |
| K-1 Partnership #2 | P | 2019-01-01 | 2020-08-31 | $0 | $0 | $31,412 | -$31,412 | $0 | $0 | $0 | -$31,412 |
| K-1 Partnership #3 | P | 2019-01-01 | 2020-08-31 | $459,386 | $0 | $0 | $459,386 | $0 | $0 | $0 | $459,386 |
| K-1 Partnership #4 | P | 2019-09-01 | 2020-08-31 | $26,137 | $0 | $0 | $26,137 | $0 | $0 | $0 | $26,137 |
| K-1 Partnership #4 | P | 2019-01-01 | 2020-08-31 | $0 | $0 | $63,702 | -$63,702 | $0 | $0 | $0 | -$63,702 |
| K-1 Partnership #5 | P | 2019-09-01 | 2020-08-31 | $0 | $0 | $290,683 | -$290,683 | $0 | $0 | $0 | -$290,683 |
| K-1 Partnership #5 | P | 2019-01-01 | 2020-08-31 | $0 | $0 | $3,132,751 | -$3,132,751 | $0 | $0 | $0 | -$3,132,751 |
| K-1 Partnership #6 | P | 2019-09-01 | 2020-08-31 | $2,893 | $0 | $0 | $2,893 | $0 | $0 | $0 | $2,893 |
| K-1 Partnership #6 | P | 2019-01-01 | 2020-08-31 | $0 | $0 | $46,615 | -$46,615 | $0 | $0 | $0 | -$46,615 |
| K-1 Partnership #8 | P | 2019-09-01 | 2020-08-31 | $83,931 | $0 | $0 | $83,931 | $0 | $0 | $0 | $83,931 |
| K-1 Partnership #8 | P | 2019-01-01 | 2020-08-31 | $1,142,566 | $0 | $0 | $1,142,566 | $0 | $0 | $0 | $1,142,566 |
| K-1 Partnership #13 | P | 2019-09-01 | 2020-08-31 | $0 | $0 | $360,906 | -$360,906 | $0 | $0 | $0 | -$360,906 |
| K-1 Partnership #13 | P | 2019-01-01 | 2020-08-31 | $312,052 | $0 | $0 | $312,052 | $0 | $0 | $0 | $312,052 |
| K-1 Partnership #14 | P | 2019-09-01 | 2020-08-31 | $0 | $0 | $2,103,575 | -$2,103,575 | $0 | $0 | $0 | -$2,103,575 |
| K-1 Partnership #14 | P | 2019-01-01 | 2020-08-31 | $2,012,310 | $0 | $0 | $2,012,310 | $0 | $0 | $0 | $2,012,310 |
| K-1 Partnership #16 | P | 2019-09-01 | 2020-08-31 | $29,293 | $0 | $0 | $29,293 | $0 | $0 | $0 | $29,293 |
| K-1 Partnership #16 | P | 2019-01-01 | 2020-08-31 | $61,298 | $0 | $0 | $61,298 | $0 | $0 | $0 | $61,298 |
| K-1 Partnership #10 | P | 2019-09-01 | 2020-08-31 | $1,833,731 | $0 | $0 | $1,833,731 | $0 | $0 | $0 | $1,833,731 |
| K-1 Partnership #10 | P | 2019-01-01 | 2020-08-31 | $21,052,885 | $0 | $0 | $21,052,885 | $0 | $0 | $0 | $21,052,885 |
| K-1 Partnership #10 | P | 2019-01-01 | 2020-08-31 | $1,950,658 | $0 | $0 | $1,950,658 | $0 | $0 | $0 | $1,950,658 |
| Partnership #6 | P | 2014-09-01 | 2020-08-31 | $0 | $0 | $418,611 | -$418,611 | $0 | $0 | $0 | -$418,611 |
| Partnership #14 | P | 2017-07-31 | 2020-08-31 | $19,051,924 | $0 | $18,943,139 | $108,785 | $0 | $0 | $0 | $108,785 |
| Publicly traded securities | P | $55,459,999 | $0 | $55,048,511 | $411,488 | $0 | $0 | $0 | $411,488 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,284,281 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$273,287 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $34,725,674 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $708,405,308 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049020 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $33,005,875 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $712,310,531 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046336 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,347,511 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $656,530,618 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047747 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,386,689 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $627,817,495 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053179 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,368,632 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $672,835,680 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048108 | DistributionYr5Rt |
| Total Distribution | 0.244390 | TotalDistributionRt |
| Average Distribution | 0.048878 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $710,451,406 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,725,444 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $335,060 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,060,504 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,977,308 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $335,060 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $335,060 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $335,060 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,271,730 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,271,730 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,271,730 | OriginalReturnOverpaymentAmt |
| Overpayment | $936,670 | OverpaymentAmt |
| Applied To ES Tax | $936,670 | AppliedToESTaxAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ron Page | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7139619884 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5555 San Felipe Suite 1900 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770562730 | 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 | false | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| Carin M Barth | ||||||||
| 5555 San Felipe Suite 1900 | Houston | TX | 77056 | Chair and Director | 4.00 | $50,000 | $0 | $0 |
| Douglas L Foshee | ||||||||
| 5555 San Felipe Suite 1900 | Houston | TX | 77056 | Vice Chair and Director | 2.00 | $35,000 | $0 | $0 |
| Fred W Brazelton | ||||||||
| 5555 San Felipe Suite 1900 | Houston | TX | 77056 | Secretary and Director | 2.00 | $35,000 | $0 | $0 |
| Gina A Luna | ||||||||
| 5555 San Felipe Suite 1900 | Houston | TX | 77056 | Treasurer and Director | 2.00 | $35,000 | $0 | $0 |
| William F McKeon | ||||||||
| 5555 San Felipe Suite 1900 | Houston | TX | 77056 | Director | 2.00 | $35,000 | $0 | $0 |
| Norbert Dittrich | ||||||||
| 5555 San Felipe Suite 1900 | Houston | TX | 77056 | Past President | 40.00 | $590,098 | $15,088 | $4,191 |
| Adam Kuspa | ||||||||
| 5555 San Felipe Suite 1900 | Houston | TX | 77056 | President | 40.00 | $516,939 | $95,335 | $581 |
| Ronald Page | ||||||||
| 5555 San Felipe Suite 1900 | Houston | TX | 77056 | Chief Financial Officer | 40.00 | $253,517 | $81,803 | $3,366 |
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 |
|---|---|---|---|---|---|---|---|---|
| Carla Atmar | ||||||||
| 5555 San Felipe Suite 1900 | Houston | TX | 77056 | Grant Director | 40.00 | $129,595 | $52,325 | $805 |
| Carolyn Kahlich | ||||||||
| 5555 San Felipe Suite 1900 | Houston | TX | 770562730 | Senior Acct. | 40.00 | $109,369 | $39,054 | $1,267 |
| Sherry White | ||||||||
| 5555 San Felipe Suite 1900 | Houston | TX | 770562730 | Senior Acct. | 40.00 | $91,352 | $65,417 | $871 |
| Colette Bleasdale | ||||||||
| 5555 San Felipe Suite 1900 | Houston | TX | 770562730 | Executive Assistant | 40.00 | $75,941 | $47,197 | $444 |
| Jennifer Meadows | ||||||||
| 5555 San Felipe Suite 1900 | Houston | TX | 770562730 | Admin assistant | 40.00 | $63,723 | $25,062 | $33 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cambridge Associates | |||||
| 125 High Street | Boston | MA | 02110 | Investment Manager | $1,654,999 |
| Silchester International Investors | |||||
| 780 Third Avenue 42nd Floor | New York | NY | 10022 | Investment Manager | $373,691 |
| Dancie Perugini Ware Public Relations Inc | |||||
| 1600 W Loop North Suite 800 | Houston | TX | 77027 | Public Relations | $304,907 |
| J O Hambro Capital Management Limited | |||||
| c/o Northern Trust Agency C5S 333 S | Chicago | IL | 60604 | Investment Manager | $232,091 |
| Bracewell LLP | |||||
| 711 Louisiana Street Suite 2300 | Houston | TX | 77002 | Legal Services | $229,227 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 11 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Robert A. Welch Foundation Award in Chemistry. See Part IX-A Statement for Additional Information | Description1Txt |
| Expenses1 | $826,693 | Expenses1Amt |
| Description2 | The 63rd Annual Robert A. Welch Foundation Conference on Chemical Research (approximately 842 attendees). See Part IX-A Statement for Additional Information | Description2Txt |
| Expenses2 | $381,643 | Expenses2Amt |
| Description3 | Norman Hackerman Award in Chemical Research. See Part IX-A Statement for Additional Information | Description3Txt |
| Expenses3 | $230,980 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $706,692,033 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,961,808 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,616,622 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $721,270,463 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $721,270,463 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,819,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $710,451,406 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,522,570 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,522,570 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $335,060 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $335,060 | TotalTaxAmt |
| Distributable Before Adj | $35,187,510 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $722,895 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,910,405 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $35,910,405 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,977,308 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,977,308 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $335,060 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,642,248 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,910,405 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,651,416 | UndistributedIncomePYAmt |
| 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 | $35,977,308 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,651,416 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,325,892 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $34,584,513 | UndistributedIncomeCYAmt |
| 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
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 | 5555 San Felipe Suite 1900 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770562730 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7139619884 | RecipientPhoneNum |
| Form And Info And Materials | Research Grants: Scientific summary, active and pending research support,publications, project descriptions, bibliography | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Research Grants: January 31st ; Departmental Grant: September 15th | 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 | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Baylor College of Medicine | ||||||
| One Baylor Plaza MS BCM 310 | Houston | TX | 77030 | PC | Basic research in chemistry and related fields | $405,000 |
| Baylor University | ||||||
| One Bear Place 97360 | Waco | TX | 76798 | PC | Basic research in chemistry and related fields | $705,000 |
| Rice University | ||||||
| 6100 S Main MS-16 | Houston | TX | 77005 | PC | Basic research in chemistry and related fields | $3,410,649 |
| Southern Methodist University | ||||||
| 6425 Boaz Lane Suite 101 | Dallas | TX | 75205 | PC | Basic research in chemistry and related fields | $610,000 |
| Texas A&M University-Corpus Christi | ||||||
| 6300 Ocean Dr | Corpus Christi | TX | 78412 | GOV | Basic research in chemistry and related fields | $205,000 |
| Texas A&M University | ||||||
| 400 Harvey Mitchell Parkway South S | College Station | TX | 77845 | GOV | Basic research in chemistry and related fields | $2,687,500 |
| Texas A&M University System HSC | ||||||
| 400 Harvey Mitchell Parkway South S | College Station | TX | 77845 | GOV | Basic research in chemistry and related fields | $80,000 |
| Texas Christian University | ||||||
| 2800 South University Drive Sadler | Fort Worth | TX | 76129 | GOV | Basic research in chemistry and related fields | $160,000 |
| Texas Tech University | ||||||
| 349 Administration Building Box 410 | Lubbock | TX | 79409 | GOV | Basic research in chemistry and related fields | $160,000 |
| Trinity University | ||||||
| One Trinity Place | San Antonio | TX | 78212 | PC | Basic research in chemistry and related fields | $195,000 |
| University of Houston | ||||||
| Ezekiel W Cullen 4302 University Dr | Houston | TX | 77204 | GOV | Basic research in chemistry and related fields | $1,620,000 |
| University of North Texas | ||||||
| 1155 Union Circle 305250 | Denton | TX | 76203 | GOV | Basic research in chemistry and related fields | $160,000 |
| University of Texas at Arlington | ||||||
| 701 S Nedderman Drive Grant and Con | Arlington | TX | 76019 | GOV | Basic research in chemistry and related fields | $290,000 |
| University of Texas at Austin | ||||||
| 101 East 27th Street Suite 5300 | Austin | TX | 78712 | GOV | Basic research in in the State of Texas | $6,098,750 |
| University of Texas at Dallas | ||||||
| 800 West Campbell Road AD15 | Richardson | TX | 75080 | GOV | Basic research in chemistry and related fields | $660,000 |
| University of Texas at El Paso | ||||||
| 500 West University Avenue | Elpaso | TX | 79968 | GOV | Basic research in chemistry and related fields | $160,000 |
| University of Texas at San Antonio | ||||||
| One UTSA Circle | San Antonio | TX | 78249 | GOV | Basic research in chemistry and related fields | $465,000 |
| University of Texas HSC at Houston | ||||||
| 7000 Fannin UCT 1006 | Houston | TX | 77030 | GOV | Basic research in chemistry and related fields | $420,000 |
| University of Texas HSC at San Antonio | ||||||
| 7703 Floyd Curl Drive Mail Code 782 | San Antonio | TX | 78229 | GOV | Basic research in chemistry and related fields | $275,000 |
| University of Texas Medical Branch at Galveston | ||||||
| 301 University Blvd | Galveston | TX | 77555 | GOV | Basic research in chemistry and related fields | $160,000 |
| University of Texas Southwestern Medical Center | ||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | GOV | Basic research in chemistry and related fields | $6,720,000 |
| Abilene Christian University | ||||||
| 320 Hardin Administration Bldg ACU | Abilene | TX | 79699 | PC | Basic research in chemistry and related fields | $45,000 |
| Angelo State University | ||||||
| ASU Station 10889 2601 W Avenue N | San Angelo | TX | 76909 | GOV | Basic research in chemistry and related fields | $33,000 |
| Austin College | ||||||
| 900 N Grand Ave | Sherman | TX | 75090 | PC | Basic research in chemistry and related fields | $45,000 |
| Hardin-Simmons University | ||||||
| 2200 Hickory St | Abilene | TX | 79698 | PC | Basic research in chemistry and related fields | $28,000 |
| Houston Baptist University | ||||||
| 7502 Fondren Road | Houston | TX | 77074 | PC | Basic research in chemistry and related fields | $40,000 |
| Huston-Tillotson University | ||||||
| 900 Chicon Street | Austin | TX | 78702 | PC | Basic research in chemistry and related fields | $17,000 |
| Jarvis Christian College | ||||||
| P O Box 1470 | Hawkins | TX | 75765 | PC | Basic research in chemistry and related fields | $22,000 |
| Lamar University | ||||||
| 4400 Martin Luther King Jr Parkway | Beaumont | TX | 77705 | GOV | Basic research in chemistry and related fields | $45,000 |
| LeTourneau University | ||||||
| 2100 South Mobberly Avenue P O Box | Longview | TX | 75607 | PC | Basic research in chemistry and related fields | $28,000 |
| Lubbock Christian University | ||||||
| 5601 19th Street | Lubbock | TX | 79407 | PC | Basic research in chemistry and related fields | $33,000 |
| McMurry University | ||||||
| 1400 Sayles Blvd | Abilene | TX | 79697 | PC | Basic research in chemistry and related fields | $28,000 |
| Midwestern State University | ||||||
| 3410 Taft Blvd | Wichita Falls | TX | 76308 | GOV | Basic research in chemistry and related fields | $40,000 |
| Our Lady of the Lake University | ||||||
| 411 SW 24th Street | San Antonio | TX | 78207 | PC | Basic research in chemistry and related fields | $22,000 |
| Prairie View A&M University | ||||||
| PO Box 519 MS 1230 | Prairie View | TX | 77446 | GOV | Basic research in chemistry and related fields | $45,000 |
| Sam Houston State University | ||||||
| SHSU Box 2448 | Huntsville | TX | 77341 | GOV | Basic research in chemistry and related fields | $45,000 |
| Schreiner University | ||||||
| 2100 Memorial Blvd | Kerrville | TX | 78028 | PC | Basic research in chemistry and related fields | $28,000 |
| Southwestern University | ||||||
| 1001 East University Avenue | Georgetown | TX | 78626 | PC | Basic research in chemistry and related fields | $45,000 |
| St Edward's University | ||||||
| 3001 South Congress Avenue | Austin | TX | 78704 | PC | Basic research in chemistry and related fields | $40,000 |
| St Mary's University | ||||||
| One Camino Santa Maria | San Antonio | TX | 78228 | PC | Basic research in chemistry and related fields | $40,000 |
| Stephen F Austin State University | ||||||
| PO Box 13024 SFA Station | Nacogdoches | TX | 75962 | GOV | Basic research in chemistry and related fields | $45,000 |
| Tarleton State University | ||||||
| 201 Saint Felix Street Box T-0350 | Stephenville | TX | 76402 | GOV | Basic research in chemistry and related fields | $40,000 |
| Texas A&M University-Commerce | ||||||
| 6300 Ocean Drive Unit 5843 | Corpus Christi | TX | 78412 | GOV | Basic research in chemistry and related fields | $40,000 |
| Texas A&M University-Kingsville | ||||||
| 700 University Blvd MSC 201 | Kingsville | TX | 78363 | GOV | Basic research in chemistry and related fields | $40,000 |
| Texas Lutheran University | ||||||
| Development Office 1000 W Court Str | Sequin | TX | 78155 | PC | Basic research in chemistry and related fields | $33,000 |
| Texas Wesleyan University | ||||||
| 1201 Wesleyan Street | Forth Worth | TX | 76105 | PC | Basic research in chemistry and related fields | $33,000 |
| Texas Woman's University | ||||||
| PO Box 425619 | Denton | TX | 76204 | GOV | Basic research in chemistry and related fields | $45,000 |
| Trinity University | ||||||
| One Trinity Place | San Antonio | TX | 78212 | PC | Basic research in chemistry and related fields | $45,000 |
| University Of Dallas | ||||||
| 1845 East Northgate Drive | Irving | TX | 75062 | PC | Basic research in chemistry and related fields | $33,000 |
| University of Houston-Clear Lake | ||||||
| 2700 Bay Area Blvd | Houston | TX | 77058 | GOV | Basic research in chemistry and related fields | $33,000 |
| University of Houston-Downtown | ||||||
| One Main Street Suite S625 | Houston | TX | 77002 | GOV | Basic research in chemistry and related fields | $45,000 |
| University of Mary Hardin-Baylor | ||||||
| 900 College Street | Belton | TX | 76513 | PC | Basic research in chemistry and related fields | $33,000 |
| University of St Thomas | ||||||
| 3800 Montrose Boulevard | Houston | TX | 77006 | PC | Basic research in chemistry and related fields | $45,000 |
| University of the Incarnate Word | ||||||
| 4301 Broadway | San Antonio | TX | 78209 | PC | Basic research in chemistry and related fields | $45,000 |
| University of Texas at Tyler | ||||||
| 3900 University Boulevard | Tyler | TX | 75799 | GOV | Basic research in chemistry and related fields | $40,000 |
| University of Texas Permian Basin | ||||||
| 4901 E University Boulevard | Odessa | TX | 79762 | GOV | Basic research in chemistry and related fields | $28,000 |
| University of Texas Rio Grande Valley | ||||||
| 1201 W University Drive | Edinburg | TX | 78539 | GOV | Basic research in chemistry and related fields | $45,000 |
| Wayland Baptist University | ||||||
| 1900 W 7th CMB 1287 | Plainview | TX | 79072 | PC | Basic research in chemistry and related fields | $28,000 |
| West Texas A&M University | ||||||
| 2501 4th Avenue | Canyon | TX | 79016 | GOV | Basic research in chemistry and related fields | $33,000 |
| University of Texas at Austin | ||||||
| 3925 West Braker Ln Suite 3340 | Austin | TX | 78759 | GOV | Basic research in chemistry and related fields | $2,673,000 |
| Rice University - The Welch Institute | ||||||
| 6100 S Main MS-16 | Houston | TX | 77005 | PC | Basic research in chemistry and related fields | $250,000 |
| Texas Interscholastic League Foundation | ||||||
| PO Box 151027 | Austin | TX | 78715 | SO III FI | Basic research in chemistry and related fields | $208,250 |
| Houston Museum of Natural Science | ||||||
| 5555 Hermann Park Dr | Houston | TX | 77030 | PC | Basic research in chemistry and related fields | $1,000,000 |
| Texas Academy of Science Engineering and Medicine | ||||||
| 3925 W Braker Ln Suite 38018 | Austin | TX | 78759 | PC | Basic research in chemistry and related fields | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,186,149 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Baylor University | ||||||
| One Bear Place 97360 | Waco | TX | 76798 | PC | Basic research in chemistry and related fields | $320,000 |
| Rice University | ||||||
| 6100 S Main MS-16 | Houston | TX | 77005 | PC | Basic research in chemistry and related fields | $1,318,149 |
| Southern Methodist University | ||||||
| 6425 Boaz Lane Suite 101 | Dallas | TX | 75205 | PC | Basic research in chemistry and related fields | $240,000 |
| Texas A&M University-Corpus Christi | ||||||
| 6300 Ocean Dr | Corpus Christi | TX | 78412 | GOV | Basic research in chemistry and related fields | $80,000 |
| Texas A&M University | ||||||
| 400 Harvey Mitchell Parkway S Ste 3 | College Station | TX | 77845 | GOV | Basic research in chemistry and related fields | $960,000 |
| Texas Christian University | ||||||
| 2800 South University Drive Sadler | Fort Worth | TX | 76129 | PC | Supporting Basic Chemistry researchchemistry and related fields | $80,000 |
| Texas Tech University | ||||||
| 349 Administration Building Box 410 | Lubbock | TX | 79409 | GOV | Basic research in chemistry and related fields | $80,000 |
| University of Houston | ||||||
| Ezekiel W Cullen 4302 University Dr | Houston | TX | 77204 | GOV | Basic research in chemistry and related fields | $480,000 |
| University of North Texas | ||||||
| 1155 Union Circle 305250 | Denton | TX | 76203 | GOV | Basic research in chemistry and related fields | $80,000 |
| University of Texas at Arlington | ||||||
| 701 S Nedderman Drive Grant and Con | Arlington | TX | 76019 | GOV | Basic research in chemistry and related fields | $160,000 |
| University of Texas at Austin | ||||||
| 101 East 27th Street Suite 5300 | Austin | TX | 78712 | GOV | Basic research in chemistry and related fields | $1,900,000 |
| University of Texas at Dallas | ||||||
| 800 West Campbell Road AD15 | Richardson | TX | 75080 | GOV | Basic research in chemistry and related fields | $480,000 |
| University of Texas at El Paso | ||||||
| 500 West University Avenue | El Paso | TX | 79968 | GOV | Basic research in chemistry and related fields | $80,000 |
| University of Texas at San Antonio | ||||||
| One UTSA Circle | San Antonio | TX | 78249 | GOV | Basic research in chemistry and related fields | $160,000 |
| University of Texas HSC at Houston | ||||||
| 7000 Fannin UCT 1006 | Houston | TX | 77030 | GOV | Basic research in chemistry and related fields | $80,000 |
| UT Medical Branch at Galveston | ||||||
| 301 University Blvd | Galveston | TX | 77555 | GOV | Basic research in chemistry and related fields | $80,000 |
| UT Southwestern Medical Center | ||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | GOV | Basic research in chemistry and related fields | $2,300,000 |
| Abilene Christian University | ||||||
| 320 Hardin Administration Bldg ACU | Abilene | TX | 79699 | PC | Basic research in chemistry and related fields | $90,000 |
| Angelo State University | ||||||
| ASU Station 10889 2601 W Avenue N | San Angelo | TX | 76909 | GOV | Basic research in chemistry and related fields | $66,000 |
| Hardin-Simmons University | ||||||
| 2200 Hickory St | Abilene | TX | 79698 | PC | Basic research in chemistry and related fields | $56,000 |
| Jarvis Christian College | ||||||
| P O Box 1470 | Hawkins | TX | 75765 | PC | Basic research in chemistry and related fields | $44,000 |
| Lubbock Christian University | ||||||
| 5601 19th Street | Lubbock | TX | 79407 | PC | Basic research in chemistry and related fields | $66,000 |
| McMurry University | ||||||
| 1400 Sayles Blvd | Abilene | TX | 79697 | PC | Basic research in chemistry and related fields | $56,000 |
| Midwestern State University | ||||||
| 3410 Taft Blvd | Wichita Falls | TX | 76308 | GOV | Basic research in chemistry and related fields | $80,000 |
| St Mary's University | ||||||
| One Camino Santa Maria | San Antonio | TX | 78228 | PC | Basic research in chemistry and related fields | $80,000 |
| Tarleton State University | ||||||
| 201 Saint Felix Street Box T-0350 | Stephenville | TX | 76402 | GOV | Basic research in chemistry and related fields | $80,000 |
| Texas Wesleyan University | ||||||
| 1201 Wesleyan Street | Fort Worth | TX | 76105 | PC | Basic research in chemistry and related fields | $66,000 |
| University of Houston-Clear Lake | ||||||
| 2700 Bay Area Blvd | Houston | TX | 77058 | GOV | Basic research in chemistry and related fields | $66,000 |
| University of Texas at Tyler | ||||||
| 3900 University Boulevard | Tyler | TX | 75799 | GOV | Basic research in chemistry and related fields | $80,000 |
| University of Texas Permian Basin | ||||||
| 4901 E University Boulevard | Odessa | TX | 79762 | GOV | Basic research in chemistry and related fields | $56,000 |
| Wayland Baptist University | ||||||
| 1900 W 7th CMB 1287 | Plainview | TX | 79072 | PC | Basic research in chemistry and related fields | $56,000 |
| University of Texas at Austin | ||||||
| 3925 West Braker Ln Suite 3340 | Austin | TX | 78759 | GOV | Basic research in chemistry and related fields | $308,000 |
| Rice University - The Welch Institute | ||||||
| 6100 S Main MS-16 | Houston | TX | 77005 | PC | Basic research in chemistry and related fields | $99,750,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $109,878,149 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,962 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,105,769 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,026,148 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Royalties | 15 | $2,123,663 |
| Other Income | 1 | $109,660 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,430,202 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,430,202 | 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 | Accounting Tax and Audit | CategoryTxt |
| Amt | $99,183 | Amt |
| Net Investment Income | $26,296 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $49,591 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| Leasehold Improvement | 1996-01-15 | $214,954 | $128,290 | sl | 39.000000000000 | $5,512 | $5,512 | $0 |
| Furniture and Equipment | 2008-10-31 | $321 | $321 | sl | 7.000000000000 | $0 | $0 | $0 |
| Furniture and Equipment | 2010-03-31 | $90 | $90 | sl | 7.000000000000 | $0 | $0 | $0 |
| Furniture and Equipment | 2014-05-30 | $2,363 | $1,859 | sl | 7.000000000000 | $337 | $337 | $0 |
| Computer Hardware | 2018-11-15 | $4,699 | $470 | sl | 5.000000000000 | $940 | $940 | $0 |
| Computer Hardware | 2018-12-05 | $4,699 | $470 | sl | 5.000000000000 | $940 | $940 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Brandywine Global Investment Management Trust | BondNm |
| EOY Book Value | $7,143,919 | EOYBookValueAmt |
| EOYFMV | $12,763,505 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Blackrock Russell 3000 Index Fund B | $57,339,799 | $73,583,427 |
| Edgbaston Asian Equity Trust | $15,489,474 | $13,894,429 |
| Doddington EMF, LLC | $14,759,683 | $15,186,122 |
| JO Hambro Capital Management Ltd | $20,582,071 | $29,031,029 |
| Kabouter Intl Opportunity Fund II | $16,647,990 | $25,092,343 |
| Silchester Intl Value Equity | $18,514,309 | $44,118,252 |
| Vanguard Index Fds Stk Mkt Inst | $58,167,523 | $68,639,761 |
| Windacre Partnership | $20,000,000 | $22,321,883 |
| Overlook Partners | $15,000,000 | $18,278,983 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $48,990,582 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $52,211,196 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Ashbel Smith Management Company Preferred | $156,667 | $168,104 |
| Ashbel Smith Management Company Common | $20,000 | $20,000 |
| Mineral and Fee Properties | $3,111,782 | $7,057,257 |
| RWF Fund LP | $283,389,902 | $348,296,617 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Leasehold Improvements | $451,133 | $451,133 | $0 |
| Furniture and Fixtures | $391,370 | $344,024 | $47,346 |
| Hardware | $94,305 | $76,072 | $18,233 |
| Software | $125,848 | $125,848 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal service Various | CategoryTxt |
| Legal Fees | $242,466 | LegalFeesAmt |
| Net Investment Income | $6,581 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $235,885 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Custody Receivable | $385,062 | $772,809 | $772,809 |
| Other Receivables | $33,099 | $27,312 | $27,312 |
| Oil & Gas Royalties Receivable | $231,608 | $93,943 | $93,943 |
| Prepaid Federal Excise Tax | $401,615 | $937,172 | $937,172 |
| Interest Receivable | $181,954 | $46,733 | $46,733 |
| Section 10 | $488,578 | $470,619 | $500,000 |
| Other Assets | $75,061 | $76,185 | $76,185 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Loss | Desc |
| Amt | $125,064 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Fees | $4,632 | $1,872 | $2,760 |
| Office Supplies | $5,006 | $2,023 | $2,983 |
| Dues and Subscriptions | $8,967 | $5,311 | $3,656 |
| Equipment Rental, Storage and Other Leases | $31,595 | $12,769 | $18,826 |
| Sundry | $17,404 | $7,099 | $10,305 |
| Postage | $1,004 | $50 | $954 |
| Insurance | $103,044 | $41,215 | $61,829 |
| Service Agreements | $1,868 | $755 | $1,113 |
| Visitation | $1,381 | $0 | $1,381 |
| Public Relations | $42,404 | $0 | $42,404 |
| Telephone | $11,235 | $2,809 | $8,426 |
| Semi-Annual Meeting | $25,866 | $0 | $25,866 |
| Advisory Board Fees and Expenses | $703,750 | $0 | $703,750 |
| Computer Supplies and Maintenance | $197,109 | $71,673 | $125,436 |
| Portfolio Deductions | $334,557 | $0 | $0 |
| Award in Chemistry | $826,693 | $0 | $826,693 |
| Conference on Chemical Research | $381,643 | $0 | $381,643 |
| Norman Hackerman Award | $230,980 | $0 | $230,980 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ROYALTIES | $2,123,663 | $2,322,697 |
| OTHER INCOME | $109,660 | $60,473 |
| PARTNERSHIP LOSS | $0 | -$5,826,362 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Federal Tax Payable | Desc |
| BOY Book Value | $1,499,273 | BOYBookValueAmt |
| EOY Book Value | $1,813,784 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment advisors Advisory | $2,616,445 | $1,708,661 | $0 |
| Custody Management Fees Management | $62,500 | $62,500 | $0 |
| Land and Royalty Consulting Consulting Service | $61,800 | $61,800 | $0 |
| Other Professional Fee Professional Fee | $206,766 | $70,575 | $136,191 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Production tax | $278,268 | $278,268 | $0 |
| State tax | $7,000 | $0 | $0 |
| Federal excise tax | $648,954 | $0 | $0 |
| Property tax | $35,632 | $35,632 | $0 |
| Foreign tax | $0 | $433,073 | $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 | $17,750,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,750,000 | TotalAmt |
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 | $13,500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,500,000 | TotalAmt |