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CYNTHIA & GEO MITCHELL FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CYNTHIA & GEO MITCHELL FOUNDATION (EIN 74-2170127)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-22
IRS object ID
202142959349101104
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-22T13:31:11-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760269860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blazek & VetterlingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 Weslayan Suite 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742170127EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSpiros VassilakisPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2021-10-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSpirosPersonFirstNm
Person LastVassilakisPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJody BlazekPreparerPersonNm
PTINP00072674PTIN
Phone7134395739PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$317,420,480FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$21,789,862ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$238InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$238InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,267,447DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,267,447DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$190,828,606NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$114,826,950GrossSalesPriceAmt
Other Income Rev And Expnss$11,969OtherIncomeRevAndExpnssAmt
Total Rev And Expnss-$162,759,090TotalRevAndExpnssAmt
Total Net Invst Incm$6,267,685TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$592,764CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$592,764CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$438,083OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$438,083OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$257,268PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$257,268PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$23,462LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$23,462LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$18,001AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$13,251AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,242,057OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$1,242,057OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$77,853TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$3,853TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$48,640DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$245,122OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$245,122OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$82,703TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$82,703TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$637,217OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$549,050OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,663,170TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,750TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,447,613TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,743,747ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,743,747ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,406,917TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,750TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,191,360TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$173,166,007ExcessRevenueOverExpensesAmt
Net Investment Income$6,262,935NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$744,356CashBOYAmt
Cash EOY$1,632,613CashEOYAmt
Cash EOYFMV$1,632,613CashEOYFMVAmt
Sav And Temp Cash Invst BOY$11,408,595SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,552,531SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,552,531SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$150,000OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$150,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$150,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$150,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$494,665,564CorporateStockBOYAmt
Corporate Stock EOY$326,174,017CorporateStockEOYAmt
Corporate Stock EOYFMV$275,017,690CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$22,067,454InvstLandCostOrOtherBasisAmt
Land Bldg Investments EOY$22,067,454LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$17,140,000LandBldgInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,515,492LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$214,308LandBldgEquipAccumDeprecAmt
Land BOY$3,294,567LandBOYAmt
Land EOY$3,301,184LandEOYAmt
Land EOYFMV$3,301,184LandEOYFMVAmt
Other Assets BOY$25,901,312OtherAssetsBOYAmt
Other Assets EOY$27,093,009OtherAssetsEOYAmt
Other Assets EOYFMV$9,626,462OtherAssetsEOYFMVAmt
Total Assets BOY$536,164,394TotalAssetsBOYAmt
Total Assets EOY$390,970,808TotalAssetsEOYAmt
Total Assets EOYFMV$317,420,480TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,672AccountsPayableBOYAmt
Accounts Payable EOY$245AccountsPayableEOYAmt
Total Liabilities BOY$1,672TotalLiabilitiesBOYAmt
Total Liabilities EOY$245TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$536,162,722RetainedEarningBOYAmt
Retained Earning EOY$390,970,563RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$536,162,722TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$390,970,563TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$536,164,394TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$390,970,808TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$536,162,722TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$173,166,007ExcessRevenueOverExpensesAmt
Other Increases$27,973,848OtherIncreasesAmt
Subtotal$390,970,563SubtotalAmt
Tot Net Ast Or Fund Balances EOY$390,970,563TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDt
Publicly traded securities$113,178,450$305,655,556-$192,477,106-$192,477,106
CBC - Disposition of ARB offset credits$1,648,500$1,648,500$1,648,500P2020-05-292020-08-07
FieldValueIRS element (for citing)
Capital Gain Net Income-$190,828,606CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$87,055InvestmentIncomeExciseTaxAmt
Subtotal$87,055SubtotalAmt
Tax Based On Investment Income$87,055TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$69,683EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$47,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$116,683TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$29,628OverpaymentAmt
Applied To ES Tax$29,628AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityYes (true)OwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.cgmf.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Spiros VassilakisBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7133775069PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Carleton G Mitchell
2700 Technology Forest 260The WoodlandsTX77381Chairman2.00$0
Katherine Lorenz
2700 Technology Forest 260The WoodlandsTX77381Pres/Chair40.00$453,746$3,176$130
Randall Kempner
2700 Technology Forest 260The WoodlandsTX77381CEO (from Sept)40.00$94,318$5,250$10,249
Adrienne Dreiss Ropp
2700 Technology Forest 260The WoodlandsTX77381Vice President0.50$44,200$1,612
Spiros Vassilakis
2700 Technology Forest 260The WoodlandsTX77381Treasurer2.00$0
Michelle Robinson
2700 Technology Forest 260The WoodlandsTX77381Secretary1.50$0
Meredith Heimburger
2700 Technology Forest 260The WoodlandsTX77381Director0.50$0
Sheridan Lorenz
2700 Technology Forest 260The WoodlandsTX77381Director0.50$0
Alex Mitchell
2700 Technology Forest 260The WoodlandsTX77381Director0.50$500
B Greg Mitchell
2700 Technology Forest 260The WoodlandsTX77381Director0.50$0
G Scott Mitchell
2700 Technology Forest 260The WoodlandsTX77381Director0.50$0
Graham Mitchell
2700 Technology Forest 260The WoodlandsTX77381Director0.50$0
J Kirk Mitchell
2700 Technology Forest 260The WoodlandsTX77381Director0.50$0
M Kent Mitchell
2700 Technology Forest 260The WoodlandsTX77381Director2.00$0
Mark D Mitchell
2700 Technology Forest 260The WoodlandsTX77381Director0.50$0
Sarah Mitchell
2700 Technology Forest 260The WoodlandsTX77381Director0.50$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
Marilu Hastings
PO Box 8937The WoodlandsTX77387Sust Prog VP40.00$228,910$13,735$854
Drew Nelson
PO Box 8937The WoodlandsTX77387Enrgy Pgm Officer40.00$162,718$9,763$1,782
Emily Warren
PO Box 8937The WoodlandsTX77387Water Pgm Officer40.00$157,803$9,468$914
Marita Mirzatuny
PO Box 8937The WoodlandsTX77387Program Manager40.00$71,266$4,276$243
Nichelle Bielinksi
PO Box 8937The WoodlandsTX77387Exec Adm Asst40.00$56,052$3,363$50
FieldValueIRS element (for citing)
Other Employee Paid Over50k1OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Hudson Pacific LLC
344 W 12th St Unit 3GNew YorkNY10014Strategic planning$153,509
EduStart LLC
4900 Woodway Suite 975HoustonTX77056Education advisor$62,081
Cornerstone Government Affairs Inc
800 Maine Avenue SW 7th FloorWashingtonDC20024Bipartisan public affair$60,000
Chloe Lieberknecht
1912 Collier StreetAustinTX78704Strategic planning$60,000
Gray Suit LLC
PO Box 701AustinTX78767Marketing communication$108,606
FieldValueIRS element (for citing)
Contractor Paid Over50k1ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Cooks Branch ConservancyCBCs mission is to be an exemplary model, advocate and source for science-based ecological research, restoration and conservation of the Great Southern Forest. The two strategic areas of focus are: 1) Ecological Restoration and Research Lab; 2) Advocate for Conservation.As an Ecological Restoration and Research Lab, our objectives are to restore and enhance resilient ecosystems, allow the habitat to develop into forests with old growth characteristics, and to conduct both basic and applied research. Priority actions to support these objectives for 2021-2023 include: botanical understory richness and series rebalancing, bird guild rebalancing and diversity, forest age class and regeneration modeling, herp community monitoring, and applying metrics & analysis to collected data.As an Advocate of Conservation, our objectives include outreach and education, supporting our partners through information exchange, building support for increased public funding of land conDescription1Txt
Expenses1$526,137Expenses1Amt
Description2The foundation focuses on improving the governance of shale development in addition to supporting efforts to reduce the negative environmental and community impacts of shale gas development.The unresolved challenges related to shale development and natural gas can be divided into two broad categories. The first set of questions involves natural gas as a fuel source, including to what extent fugitive methane emissions occur and how these emissions can be minimized and to what extent abundant natural gas displaces renewable energy and energy efficiency in electricity generation.The second set of questions involves the risk of impact from hydraulic fracturing and horizontal drilling to develop shale formations. These technologies have a distinct risk to the environment and communities, but these risks can be economically managed.The Shale Sustainability Program supports a number of solution-driven strategies, including:1. Examination of the interplay between federal, state, and local goveDescription2Txt
Expenses2$247,127Expenses2Amt
Description3The Cynthia and George Mitchell Foundation is committed to clean energy in the state of Texas and supports strategic efforts that ensure that the state's growing demand for power is both minimized and met with the cleanest and water-leanest sources of electricity possible. The Clean Energy Program has three areas of focus: Enhancing Distributed Energy Resources (DERs); Catalyzing community-scale energy projects; and Reducing Industrial emissions.The foundation seeks to invest in initiatives that demonstrate a comprehensive understanding of Texass competitive electricity market structure and can leverage that knowledge to create innovative and effective energy policies that ensure reliability and resource adequacy while reducing the environmental and health impacts of power generation.To achieve its strategic goals, the Clean Energy Program supports:1. Efforts to bring an array of diverse communities to bear on clean energy policy issues;2. Policies, analysis, and innovative mechanismsDescription3Txt
Expenses3$212,779Expenses3Amt
Description4Consistent with the sustainability science approach that characterizes the foundations grantmaking, the Water Program aims to increase the scientific understanding of water issues in the state of Texas, which informs the design of effective policy approaches to ensure that the water quantity needs of the environment are met.Description4Txt
Expenses4$93,912Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$237,919,266AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$27,973,038AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$798,301FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$266,690,605TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$266,690,605AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,000,359CashDeemedCharitableAmt
Net Vl Noncharitable Assets$262,690,246NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,134,512MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,134,512MinimumInvestmentReturnAmt
Tax Based On Investment Income$87,055TaxBasedOnInvestmentIncomeAmt
Total Tax$87,055TotalTaxAmt
Distributable Before Adj$13,047,457DistributableBeforeAdjAmt
Recoveries Qualfied Distri$1,654,409RecoveriesQualfiedDistriAmt
Distributable Before Ded$14,701,866DistributableBeforeDedAmt
Distributable As Adjusted$14,701,866DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,191,360ExpensesAndContributionsAmt
Charitable Assets Acquis Paid$55,256CharitableAssetsAcquisPaidAmt
Qualifying Distributions$10,246,616QualifyingDistributionsAmt
Adjusted Qualifying Distri$10,246,616AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,701,866DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$13,126,385ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,463,517ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$19,589,902TotalExcessDistributionCyovAmt
Qualifying Distributions$10,246,616QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,246,616AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$4,455,250ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$4,455,250ExcessDistributionCyovAppCYAmt
Total Corpus$15,134,652TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$8,671,135ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,463,517ExcessDistriCyovToNextYrAmt
Excess From Year4$6,463,517ExcessFromYear4Amt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

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

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (256 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
1894 Inc
2020 Postoffice StreetGalvestonTX77550N/APCTo support the Grand 1894 Opera House$7,500
A Bike for Every Child
20 N 4th Street Suite G-2WilmingtonNC28401N/APCTo have our community come together and support our youth to ride into happier, healthier futures$2,525
Advanced Energy Economy Institute
1000 Vermont Ave NWWashingtonDC20005N/APCFor nonpartisan, c3 education of 2020 legislative candidates in TX on the benefits of clean energy$25,000
Air Alliance Houston
2520 Caroline StHoustonTX77004N/APCTo provide operation funds to support staff transition to working remotely$34,125
Airlie Gardens Foundation Inc
300 Airlie RdWilmingtonNC28403N/APCTo establish an outstanding historical garden with cultural and educational programs$2,500
Algae Foundation
125 South St Paul StreetPrestonMN55965N/APCTo promote the power of algae to transform human society and the environment$20,000
Ali Forney Center Inc
224 West 35th Street Ste 1500New YorkNY10001N/APCTo protect LGBTQ youth$7,000
All About Rabbits Rescue Inc
110-11 Queens BlvdForest HillsNY11375N/APCFor the rescue of abandoned and neglected rabbits and their placement$7,000
Alliance for Youth Organizing
1023 North Pine StreetSan AntonioTX78202N/APCExpansion of MOVE 501c3 work to Nueces County$25,000
Allies for Every Child
5721 W Slauson Avenue Ste 140Culver cityCA90230N/APCTo provide at risk children and their families with critical, high quality early education programs$7,000
Alzheimer's Foundation of America I
322 Eighth Avenue 7th FloorNew YorkNY10001N/APCTo provide education and support to individuals living with Alzheimer's disease$5,000
Amazon Watch
520 3rd Street Suite 108OaklandCA94607N/APCTo protect the rainforest and advance the rights of indigenous peoples in the Amazon Basin$10,000
American Civil Liberties Union Foun
125 Broad St 18th FloorNew YorkNY10004N/APCProtect the basic civil liberties of all people in the United States$23,000
American Nat'l Red Cross Its Consti
431 18th Street NWWashingtonDC20006N/APCFor Bahamas Relief$2,500
American Nat'l Red Cross-Cape Fear
1102 S 16th StreetWilmingtonNC28401N/APCFor the Cape Fear area$5,000
American YouthWorks
1901 E Ben White BlvdAustinTX78741N/APCEmpowering at-risk youth through education, service and green jobs training$4,000
Arts Council of Wilmington New Hano
221 N Front Street Suite 101WilmingtonNC28401N/APCTo establish the Cape Fear region as an arts destination$2,500
Austin Creative Alliance
81 San Marcos St Suite CAustinTX78702N/APCTo advance, connect and advocate Austin's arts, cultural, and creative communities$3,750
Austin Film Society
1901 East 51st StreetAustinTX78723N/APCTo educate the public by viewing films and to support the 'Desert of the Real' film$26,250
Bald Head Island Conservancy
PO Box 3109Bald Head IslandNC28461N/APCBarrier Island conservation, preservation and education$7,500
Bayou City Waterkeeper Inc
2010 N Loop West Suite 103HoustonTX77018N/APCTo protect water quality and enhance equitable watershed resiliency in Greater Houston$50,000
Blue Meridian Partners
415 Madison AveNew YorkNY10017N/APCTo find and fund scalable solutions to the problems that trap young people and families in poverty$4,500
Brigade Boys Girls Club Inc
2759 Vance StreetWilmingtonNC28412N/APCTo inspire and enable young people through character development$5,000
Brooke USA Inc
2333 Alexandria DriveLexingtomKY40504N/APCTo support sustainable equine welfare programs$10,000
California Fire Foundation
1780 Creekside Oaks DrSacramentoCA95833N/APCFor the Wildlife Relief Fund$6,000
California State Parks Foundation
33 New Montgomery Street 520San FranciscoCA94105N/APCTo enhance state parks with advocacy, educational programs, capital projects, competitive grants, fundraising.$7,000
Cape Fear Community College Foundat
411 N Front StWilmingtonNC28401N/APCFor scholarships and program support of Cape Fear Community Colllege$12,500
Cape Fear Equine Rescue
PO Box 1034Rocky PointNC28457N/APCTo save, protect and rehabilitate equines in need$7,500
Cape Fear Habitat for Humanity Inc
3310 Fredrickson RoadWilmingtonNC28401N/APCFor a Christian housing ministry$5,000
Cape Fear Literacy Council
1012 South 17th StreetWilmingtonNC28401N/APCTo provide individualized literacy services$2,500
Cape Fear River Watch
617 Surrey StWilmingtonNC28401N/APCTo protect and improve water quality of Cape Fear River$10,000
Center For American Progress
1333 H Street NW 10th FloorWashingtonDC20005N/APCTo improve the lives of all Americans$8,000
Center for Racial Equity in Educati
330 Camp Rd Suite B14CharlotteNC28206N/APCTo center students of color, inspire institutional change, & facilitate better educational practice$2,500
Central Texas Food Bank
6500 Metropolis DrAustinTX78744N/APCTo nourish hungry people and lead the community in the fight against hunger$5,025
Charlotte Mecklenburg Library Found
310 North Tryon StreetCharlotteNC28202N/APCTo support Library programs through advocacy, fundraising and endowment management$25,000
Christine Alberts Swan Songs Inc
PO Box 41475AustinTX78704N/APCOrganize private concerts for individuals with a terminal illness$15,000
Chrysalis
522 S Main StreetLos AngelesCA90013N/APCDedicated to creating a pathway to self-sufficiency for homeless and low-income individuals$10,425
Circle of Blue Inc
800 Cottageview DriveTraverse CityMI49684N/APCWater Texas project$2,500
City Parks Foundation
830 Fifth AveNew YorkNY10065N/APCFor the NYC Parks Department$6,000
City Startup Labs Inc
9319 Robert D Snyder RdCharlotteNC28223N/APCTo provide an academy of instruction, training, mentoring and coaching$2,500
Clean Air Task Force Inc
114 State Street 6th FloorBostonMA02109N/APCTo support a CATF study on Links between Carbon Capture and Conventional Air Pollutants$25,000
Clifford Antone Foundation
PO Box 6493AustinTX78762N/APCTo preserve Austin's music culture and community$20,000
Coastal Horizons Center Inc
615 Shipyard BlvdWilmingtonNC28412N/APCFor Rape Crisis services$5,500
Colorado River Alliance
3625 Lake Austin BlvdAustinTX78703N/APCTo support a private Executive Director search and strategic staffing transition plan$8,000
Communities In Schools of Cape Fear
20 N 4th Street Suite 210WilmingtonNC28401N/APCCommunity support of students, emplowering them to stay in school$10,000
Community Dream Builders Inc
PO Box 35601CharlotteNC28235N/APCTo provide support and funding to low income neighborhoods in fragile communities in NC$2,500
Conservation History Assn of Texas
1304 Mariposa DriveAustinTX78704N/APCTo fund the writing of a biography of Andrew Sansom$5,000
Conservative Energy Network
106 W Allegan StLansingMI48933N/APCTo educate and inform Texans about carbon capture * sequestration (CCS) consistent with C3 guide$5,000
Consultative Group on Biological Di
PO Box 29361San FranciscoCA94129N/APCSupport for Climate and Energy Funders Group 2020$5,000
Cystic Fibrosis Foundation-Carolina
7101 Creedmoor Road Suite 130RaleighNC27613N/APC2020 Pipeline To a Cure sponsorship$10,000
Danny Rons Rescue
PO Box 604CamdenSC29021N/APCTo provide adoptive homes for abused and abandoned animals$2,500
Davidson College
Box 7170DavidsonNC28035N/APCPrivate liberal arts education$15,000
Direct Relief International
6100 Wallace Becknell RoadSanta BarbaraCA93117N/APCTo improve the health and lives of people affected by poverty or emergency situations$11,000
Doctors Without Borders USA Inc
40 Rector Street 16th FloorNew YorkNY10006N/APCTo provide lifesaving medical humanitarian care$5,000
Domestic Violence Shelter and Servi
PO Box 1555WilmingtonNC28402N/APCTo provide prevention and direct services for victims of domestic violence$5,000
Downtown Women's Center
442 S San Pedro StLos AngelesCA90013N/APCTo provide permanent supportive housing and a safe and health community$11,000
Duke University
324 Blackwell StreetDurhamNC27701N/APCTo support the Texas Water Data Initiative, Duke Health Children's Giving, and Duke Hospital Children's Cancer Center's 'Jump for the Children'$151,000
Eastern Surfing Association Inc
PO Box 4736Ocean CityMD21843N/APCPromote amateur surfing competition for the SNC District$2,500
Easterseals UCP North Carolina Virg
5171 Glenwood Ave Suite 211RaleighNC27612N/APCTo create opportunities, promote individual choice and changes the lives of those with disabilities$5,025
EcoRise Youth Innovations
1023 Springdale RdAustinTX78721N/APCTo Scale K-12 Sustainaility Education in Texas$50,000
Empowering Housing Solutions-A Nonp
1704 Llano Street Buite B 176Santa FeNM87505N/APCFor Human Services-Multipurpose and Other$17,000
Environment Texas Res and Policy Ct
200 E 30th StreetAustinTX78705N/APCTo add more local renewable energy to the electric grid$35,000
Environmental Defense Fund Incorpor
257 Park Avenue SouthNew YorkNY10010N/APCAdvancing Texas deployment of clean distributed energy resources, reducing risks from energy development in the Permian Basin, advancing groundwater, Sustainability in Texas: Next Steps, the MethanSAT project, and general support$425,000
Environmental Integrity Project
1206 San Antonio StreetAustinTX78701N/APCFor general support of the EIP Texas office$63,000
Equal Justice Initiative
122 Commerce StMontgomeryAL36104N/APCTo end mass incarceration, excessive punishment, and racial inequality$2,500
Evangelistic Ministries for Christ
521 Bunte RdSmithvilleTX78957N/APCSupport communities through Ministries and Missions$20,000
Fairewinds Energy Education Corp
520 Folly Road Suite 25 344CharlestonSC29412N/APCEducate the public about nuclear power and other energy issues$10,000
Familylink Treatment Services Inc
13326 Highway 183 NorthGonzalesTX78629N/APCTo support FamilyLink Kids at Legacy Ranch$3,750
Fight Colorectal Cancer Inc
134 Park Central Square 210SpringfieldMO65806N/APCFight Colorectal Cancer$2,500
First Baptist Church
PO Box 308BrackettvilleTX78832N/APCTo love and minister to the people of Kinney County through community outreach$20,000
Fistula Foundation
1922 The Alameda Suite 302San JoseCA95126N/APCTo raise awareness of and funding for fistula$3,000
Food Bank of Central Eastern NC
1924 Capital BlvdRaleighNC27604N/APCNo one goes hungry in Central & Eastern North Carolina$5,000
Food Forward Inc
7412 Fulton Ave 3North HollywoodCA91605N/APCTo rescue fresh local produce, that would otherwise go to waste, for people in need$5,000
Foundation Communities Inc
3036 South 1st Street Suite 200AustinTX78704N/APCCreate, own and manage quality affordable housing for working families$5,000
Fulfillment Fund
6100 Wilshire Blvd Suite 600Los AngelesCA90048N/APCTo make college a reality for students growing up in under-resourced communities$8,000
Funders Network For Smart Growth
6705 SW 57th Avenue Ste 700Coral GablesFL33143N/APCFor support of the Urban Water Funders (UWF)$2,500
Future Earth
1036 Campus DeliveryFort CollinsCO80523N/APCTo strengthen Sustainability Science in the US: from Knowing to Doing$40,000
Galveston Island Humane Society Inc
6814 BroadwayGalvestonTX77554N/APCFor promoting animal welfare and the protection and prevention of unwanted or homeless animals$12,750
Galveston Sustainable Communities A
306 22nd Street Suite 200GalvestonTX77550N/APCTo increase educational opportunities for all children in the Galveston community$27,025
GHA Autism Supports
PO Box 2487AlbemarleNC28002N/APCProvide quality, community services to meet the needs of individuals with Autism Spectrum Disorder$5,000
Girls' Leadership Academy of Wilmin
PO Box 7621WilmingtonNC28406N/APCTo provide a unique single-gender educational environment for 6th-12th graders$5,000
GO2 Foundation for Lung Cancer
1100 Industrial Road Suite 1San CarlosCA94070N/APCTo transform survivorship as the world's leading organization dedicated to saving, extending and improving lives$5,000
Good Friends of Wilmington
PO Box 4222WilmingtonNC28406N/APCTo provide financial assistance to individuals and families in need or disadvantaged$2,000
Good Shepherd Ministries of Wilming
811 Martin StWilmingtonNC28401N/APCFeed the hungry, shelter the homeless, foster transition to housing$5,000
Great Springs Project Inc
PO Box 12331AustinTX78711N/APCTo create a national park scale preserve between San Antonio and Austin and to build a spring-to-spring trail from San Antonio to Austin$45,000
Greater Houston Community Foundatio
515 Post Oak Blvd Suite 1000HoustonTX77027N/APCThe Meredith Dreiss and Adrienne Ropp Fund Agreement and the Fiji and Manitou Fund$102,070
Greenpeace Fund Inc
702 H Street NW Suite 300WashingtonDC20001N/APCProtect and preserve the environment through the funding of grants to other organizations$20,000
Guadalupe Neighborhood Development
813 E 8th StreetAustinTX78702N/APCTo develope and rehabilitate high quality affordable housing for low to moderate income families$15,000
Halo for Freedom Warrior Foundation
100 Spanish Oak RdWillow ParkTX76087N/APCFor the Bald Head Island chapter$10,000
Halo Trust USA Inc
1730 Rhode Island Ave NW 206WashingtonDC20036N/APCFor the removal of the deadly debris of war$2,000
Hanford Challenge
2719 E Madison St Suite 304SeattleWA98112N/APCTo create a future for the Hanford Nuclear site$3,000
Harbor Island Garden Club Inc
PO Box 402Wrightsville BeachNC28480N/APCFor community beautification and environmental improvements$5,000
Heal the Bay
1444 9th StreetSanta MonicaCA90401N/APCMake Southern California's coastal waters and watersheds safe, healthy and clean$7,000
Healing Transitions International I
1251 Goode StreetRaleighNC27603N/APCFor addictiion recovery$5,000
Hill Country Alliance
PO Box 151675AustinTX78715N/APCAdvancing innovative water and land strategies for the long-term conservation of the Texas Hill Country$127,000
Hispanic Federation Inc
601 E 5th Street Suite 330-CCharlotteNC28202N/APCTo empower and advance the Hispanic community$2,500
HITS Theatre
311 W 18th StreetHoustonTX77008N/APCTo educate, train and inspire students by providing a professional-level performing arts education$25,000
Hope From Helen Inc
PO Box 187Wrightsville BeachNC28480N/APCSupport for local and global organization dedicated to health, education, animal welfare, environment$6,500
Horses N Heroes of Marion County In
12680 North US Highway 441CitraFL32113N/APCTo provide an equine learning and mentoring experience for young girls$5,000
Houston Advanced Research Center
8801 Gosling RdThe WoodlandsTX77381N/APCFor Strategic Planning Initiatives$79,025
Indigenous Environmental Network
PO Box 485BemidjiMN56619N/APCTo protect the sacredness of Earth Mother from contamination and exploitation$5,000
Just Keep Livin Foundation
1107 Glendon AvenueLos AngelesCA90024N/APCTo empower high school students by providing them with the tools for a better future$3,750
Khelshala Inc
PO Box 380231CambridgeMA02238N/APCTo develop and manage lifetime sports programs$25,000
KickStart International Inc
1385 Mission Street Suite 300San FranciscoCA94109N/APCTo help millions of people out of poverty$68,000
Kids in A New Groove
3737 Executive Center Dr 154AustinTX78731N/APCProvide Central Texas children living in foster care with private music instruction$3,750
Land Trust Alliance Inc
1250 H Street NW Suite 600WashingtonDC20005N/APCTexas Land Trust Advancement Initiative$30,000
Leading Into New Communities Inc
PO Box 401WilmingtonNC28402N/APCTo educate and motivate youth; empower men and women returning from incarceration$2,000
League of Conserv Voters Education
740 15th Street NWWashingtonDC20005N/APCChispa TX: Latinx Grassroots Community Organizing for Climate Solutions$25,000
Living Design Foundation Inc
513 Anthes AvdLangleyWA98260N/APCTo support The Learning Lab$2,025
Los Angeles Education Partnership
1541 Wilshire Blvd Suite 200Los AngelesCA90017N/APCTo work as a collaborative partner in high-poverty communities to foster great schools$8,000
Lower Cape Fear Hospice Foundation
1414 Physicians DriveWilmingtonNC28401N/APCIn memory of Doreen Sarver$2,500
Lump to Laughter Inc
PO Box 1295Wrightsville BeachNC28480N/APCTo provide support and raise awareness of the spiritual and emotional journey through breast cancer$5,000
Marfa Education Foundation Inc
PO Box 660MarfaTX79843N/APCSupport and enhance the work of the Marfa Independent School District$10,000
Marfa Studio of Arts Inc
PO Box 1189MarfaTX79843N/APCContinuous year-round arts programming for children and young people in the Marfa, Texas area$16,000
Masonboroorg
2524 Independence BlvdWilmingtonNC28412N/APCProtect public access to Masonboro Island$5,000
Mauli Ola Foundation Breath of Life
1003 S Coast HwyLaguna BeachCA92651N/APCTo educate, raise awareness of genetic respiratory disease and to propose natural treatment$1,000
Mecklenburg Integrated Alliance Inc
3515 David Cox Road 481748CharlotteNC28269N/APCFor Harvesting Humanity$2,500
Methow Conservancy
PO Box 71WinthropWA98662N/APCInspiring people to care for and conserve the land of the Methow Valley$1,000
Midnight Mission
601 South San Pedro StreetLos AngelesCA90014N/APCFor offering paths to self-sufficiency to men, women and children who have lost direction$10,000
Mountains Recreation and Conserv Au
570 West Avenue 26 Suite 100Los AngelesCA90065N/AGOVTo acquire, develop and conserve additional park and open space lands$7,000
Museum of Contemporary Art San Dieg
1100 Kettner BlvdLa JollaCA92101N/APCFor the Teen Art Council$10,000
Museum of Photographic Arts
1649 El PradoSan DiegoCA92101N/APCFor Youth summer camps and programs$10,000
Nami-Wilmington
3240 Beaver Creek Dr SESouthportNC28461N/APCOffer understanding to anyone concerned about mental illnesses and the treatment of mental illness.$5,000
National Center for Family Philanth
1667 K Street NW Suite 550WashingtonDC20006N/APCTo promote philanthropic values, vision and excellence$15,000
National Immigration Law Center
3420 Wilshire Blvd 108-62Los AngelesCA90010N/APCTo defend and advance the rights of low-income immigrants$10,000
National Wildlife Federation Austin
505 East Huntland Drive Suite 485AustinTX78752N/APCEquip local leaders and decision-makers in the lower Guadalupe River Basin with relevant information and the National Wildlife Federation's Texas Living Waters Project$155,000
NatureBridge
28 Geary Street Suite 650San FranciscoCA94108N/APCRestricted to benefit Southern California kids of the NatureBridge program$8,000
New Hanover Regional Medical Center
2001 S 17th StreetWilmingtonNC28401N/APCIn memory of Sanders Burney and for the SECU Family house$3,000
Nile Sisters Development Initiative
5532 El Cajon Boulevard Suite 5San DiegoCA92115N/APCTo educate, support and offer training to refugee and immigrant women and their families$10,000
North Carolina Coastal Federation I
3609 Hwy 24 OceanNewportNC28570N/APCTo protect and restore the coastal water quality and habitats of the N.C. coast$5,000
North Carolina Harm Reduction Inc
2154 Wrightwville AvenueWilmingtonNC28403N/APCDedicated to the implementation of harm reduction interventions for the Wilmington Chapter$5,000
North Carolina Veterinary Medical F
1060 William Moore DriveRaleighNC27607N/APCTo provide funding for veterinary students and indigent horses$10,000
Nourishnc Inc
PO Box 3235WilmingtonNC28401N/APCTo provide health food to hungry children$2,500
Ocearch
1790 Bonanza DrivePark CityUT84060N/APCTo conduct, sponsor, or fund research on sustainable fisheries management$2,500
Old Baldy Foundation
PO Box 3007Bald Head IslandNC28461N/APCFor the operation and restoration of Old Baldy and fresnel lens restoration$35,000
Old Central Cultural Center Inc
PO Box 2111GalvestonTX77553N/APCFor 2020 Galveston Juneteenth Celebration/Events$7,000
Operation Warm Inc
50 Applied Bank BlvdGlen MillsPA19342N/APCTo provide winter coats to children in need for the Austin, Texas area$2,500
Orca Network
485 Labella Vista WayFreelandWA98249N/APCRaising awareness about the whales$9,000
Ourbridge Inc
3925 Willard Farrow DriveCharlotteNC28215N/APCTo focus on children of immigrant and refugee families, helping them achieve academic success$2,500
PS Arts
6701 Center Drive Suite 550Los AngelesCA90045N/APCTo improve the lives of children by providing arts education$7,000
Pacific Inst For Studies in Dev Env
654 13th StOaklandCA94612N/APCTo Drive Multi-Benefit Water Investments in Texas$50,000
Parks and Wildlife Foundation of Te
2914 Swiss AveDallasTX75204N/APCMatch of RESTORE funding to purchase 1,100 ac toward the Matagorda Bay Coastal Mgmt area$15,000
Paws Place Inc
PO Box 67WinnabowNC28479N/APCFor a no-kill shelter dedicated to the rescue, rehabilitation and adoption of dogs$2,500
Pease Park Conservancy
PO Box 50065AustinTX78763N/APCFor the rehabilitation beautification, and preservation of Austin's central city park$9,375
Pecan Street Inc
3924 Berkman DrAustinTX78723N/APCFor the Center for Race, Energy & Climate Justice$50,000
Pennsylvania Hunt Cup Committee
PO Box 100UnionvillePA19375N/APCTo support charities such as food cupboard for poor in SE PA$5,000
People's Community Clinic Inc
2909 North IH-35AustinTX78722N/APCTo improve the health of medically underserved and uninsured central Texans$5,000
Planned Parenthood Federation of Am
123 William Street 10th FloorNew YorkNY10038N/APCFamily Planning Centers$5,000
Planned Parenthood Gulf Coast Inc
4600 Gulf FreewayHoustonTX77023N/APCTo ensure the right and ability of all individuals to manage their sexual and reproductive health$6,000
Planned Parenthood of the Pacific S
1075 Camino Del Rio SouthSan DiegoCA92108N/APCTo ensure broad public access to reproductive health care$20,000
Planned Parenthood South Atlantic
100 South Boylan AvenueRaleighNC27603N/APCSupport for the Wilmington NC location$5,000
Plant Chicago Nfp
4459 S Marshfield AveChicagoIL60609N/APCTo cultivate local circular economies$5,805
Plastic Ocean Project Inc
4210 Wilshire Blvd 304BWilmingtonNC28403N/APCFor education and outreach to address the global plastic pollution problem$1,000
Port Aransas Preservation Fund
PO Box 422Port AransasTX78373N/APCFor environmental education$10,000
Postpartum Support International
6706 SW 54th AvenuePortlandOR97219N/APCTo promote awareness, prevention and treatment of mental health issues related to childbearing$2,000
Profound Gentlemen Inc
2701c Freedom DriveCharlotteNC28208N/APCTo build a community of male educators of color$2,500
Project BOLT
PO Box 39081CharlotteNC28278N/APCTo improve the quality of life of marginalized citizens in our community$5,000
Project Q
PO Box 26421Los AngelesCA90026N/APCTo provide a safe space for LGBTQIA + homeless youth$3,000
Puente a la Salud Comunitaria
1311-A E 6th StAustinTX78702N/APCTo contribute to food sovereignty and advance the health and well-being in rural Mexico$63,000
R Street Institute
1050 17th Street NW Suite 1150WashingtonDC20036N/APCTo advance competition in Texas electricity through new technologies$25,000
RED Arena Inc
1601 Bell Springs RdDripping SpringsTX78620N/APCTo empower individuals with disabilities through horses$6,250
Rise Incorporated
8406 Sunset Road NESpring Lake ParkMN55432N/APCTo unlock potential and open doors to success for people with disabilities or other challenges$1,000
Rise Up
PO Box 551BoulderCO80306N/APCTo preserve voices and opinions on public affairs that contain views often ignored or distorted$1,000
River Network
PO Box 21387BoulderCO80308N/APCSponsorship of River Rally Conference in San Antonio on May 15-18$5,000
San Diego Children's Choir
1620 Fifth Avenue Suite 300San DiegoCA92101N/APCProvide music education and performance experience to the youth of San Diego$8,805
San Diego Companion Rabbit Society
4807 Mercury Street Suite ASan DiegoCA92111N/APCRescue abandoned domestic rabbits and find them new homes$5,805
Sand County Foundation Inc
131 W Wilson StreetMadisonWI53703N/APCFor the Water Data Prize, a project run by the Environmental Policy Innovation Center (EPIC)$2,500
Santa Barbara Wildlife Care Network
PO Box 6594Santa BarbaraCA93160N/APCTo rescue, rehabilitate and return wild birds and small mammals$10,000
Santa Catalina Island Conservancy
PO Box 2739AvalonCA90704N/APCTo serve as a responsible steward of our lands$8,000
Save Our Springs Alliance Inc
4701 W Gate Blvd Bldg D 401AustinTX78745N/APCTo protect the Edwards Aquifer$205,000
Save the Children Federation Inc
501 Kings Highway East Ste 400FairfieldCT06825N/APCIn memory of Eli Beard$1,000
Sea Shepherd Conservation Society
PO Box 8628AlexandriaVA22306N/APCFor the Operation Milagro program and to protect and preserve wildlife$30,000
Sea Turtle Conservancy
4424 NW 13th Street Suite B-11GainesvilleFL32609N/APCTo ensure the survival of sea turtles within the Caribbean, Atlantic and Pacific$5,000
Shanthi Nikethanaya Buddhist Center
22543 Marlin PlaceWest HillsCA91307N/APCFor Religious Activities$3,000
Sierra Club Foundation
2101 Webster Street Suite 1250OaklandCA94612N/APCTo advance Community Solar and other clean energy for Texas$40,000
Skywatch Bird Rescue Inc
3600 Lynn AveCastle HayneNC28429N/APCTo raise public awareness through education$5,000
Smithville Community Clinic
300 Lunch StSmithvilleTX78957N/APCTo provide hope and healing to those without means$10,000
Smithville Food Pantry
PO Box 433SmithvilleTX78957N/APCTo provide supplemental nutrition for challenged individuals and families$8,750
Solar Sister Inc
94 Interpromontory RdGreat FallsVA22066N/APCTo eradicate energy poverty by empowering women with economic opportunity$25,000
Solar United Neighbors
1350 Connecticut Ave NW 412WashingtonDC20036N/APCFor Scaling Distributed Solar in Texas$40,000
SongwritingWithSoldiers
632 Fogg Street 8NashvilleTN37203N/APCTransform lives through the process of collaborative songwriting$15,000
St Andrews On-The-Sound Episcopal
101 Airlie RoadWilmingtonNC28403N/APCChristian people committed to growth in the knowledge and love of God$10,000
Stages Inc
800 Rosine StreetHoustonTX77019N/APCTo advance theatre and enliven community$5,000
Sul Ross State Univ Friends of the
SRSU Box C-71AlpineTX79832N/APCSupport for SRSU Center For Big Bend Studies$15,000
Sul Ross State Univ-Borderlands Res
PO Box C-21AlpineTX79832N/AGOVConservation of the Greater Big Bend Region$210,000
SurfAid International USA
345 S Coast Hwy 101 Suite KEncinitasCA92024N/APCImprove the health, wellbeing and self-reliance of people living in isolated regions$2,500
Surfer's Healing Foundation Inc
PO Box 1204HampsteadNC28443N/APCSurf therapy for autistic children$2,500
Surfrider Foundation
PO Box 6010San ClementeCA92674N/APCFor the Cape Fear Chapter$7,500
Sustainable Surf
PO Box 3058Manhattan BeachCA90266N/APCTo transform surf culture into a powerful force for protecting the ocean playground$2,500
Teach For America Charlotte
PO Box 398504San FranciscoCA94139N/APCFor educational equity and excellence$10,000
Teach For America LA
PO Box 398583San FranciscoCA94139N/APCFor educational equity and excellence$5,000
Texas AM AgriLife Research
PO Box 10420 TAMU 2147College StationTX77842N/AGOVTo conduct a Soil Carbon study$49,325
Texas AM Foundation College Station
401 George Bush DrCollege StationTX77840N/APCTAMUG Sea Life Center and Sea Campand TEES conference sponsorship$33,000
Texas Agricultural Land Trust
PO Box 6152San AntonioTX78209N/APCLandowner outreach and advocacy efforts in the Greater Big Bend/Trans-Pecos region$80,000
Texas Biomedical Research Institute
PO Box 760549San AntonioTX78245N/APCPioneering and sharing scientific breakthrough that protect people from the threat of infectious disease$15,000
Texas Clean Energy Coalition
327 Congress Ave Suite 450AustinTX78701N/APOFTo stand up a Joint Task Force of center-right Texas business leaders on clean energy and climate$90,000
Texas Coastal Exchange
4709 Austin StreetHoustonTX77004N/APCTo establish the Texas Coastal Exchange non-profits network$20,000
Texas Energy Poverty Research Insti
611 South Congress Ave 125AustinTX78704N/APCTo equitably deploy community solar for the people of Galveston and beyond$40,000
Texas Freedom Network Education Fun
PO Box 1624AustinTX78767N/APCTo help create a climate focused effort to leverage the power and leadership of young people of color$50,000
Texas Health and Environment Allian
3262 Westheimer Road 142HoustonTX77098N/APCTo protect water resources and public health by the safe removal of toxic contamination$54,025
Texas Land Trust Council
PO Box 2677WimberleyTX78676N/APCTo Expand Land Trust Capacity to Utilize Federal Funding for Conservation Easements in Texas$50,000
Texas Physicians for Social Respons
PO Box 163924AustinTX78716N/APCTo Train the Next Generation of Doctors to Understand and Address Environmental Health Threats$16,000
Texas State University Development
601 University DriveSan MarcosTX78666N/APCModeling Groundwater Sustainability in Texas and for the Wittliff Collection$38,000
Texas Tech Foundation Inc
Box 45025LubbockTX79409N/APCFor the Wildlife Toxicology Lab$15,000
Texas Tribune Inc
919 Congress Ave Sixth FloorAustinTX78701N/APCTo provide coverage of water and energy issues in Texas$350,000
Texas Water Foundation Inc
PO Box 13252AustinTX78711N/APCTo continue the implementation of Texas Water Foundation's strategic plan; build its policy program$150,000
Thalian Association of Wilmington I
Box 1111WilmingtonNC28402N/APCEnhance the rich artistic environment of the Cape Fear region$4,000
The Aspen Institute Inc
2300 N Street Suite 700WashingtonDC20037N/APCTo support the Aspen Words program$25,000
The Busch Wildlife Sanctuary Inc
2500 Jupiter Park DrJupiterFL33458N/APCTo rehab wildlife and provide educational location for school children$10,000
The Earth Genome
1700 15th St NWWashingtonDC20009N/APCTo catalyze investments in improved instream and environmental flows$50,000
The Jane Goodall Institute
1595 Spring Hill Road Suite 550ViennaVA22181N/APCPreservation of great apes and their habitats$15,000
The Nature Conservancy
318 Congress AvenueAustinTX78701N/APCTo Protect & Restore Flows Utilizing Environmental Water Transactions in Texas$80,000
The Nature Conservancy VA
4245 N Fairfax Drive Suite 100ArlingtonVA22203N/APCPlanning for Energy Sprawl in West Texas$240,000
The Philanthropy Workshop Inc
110 East 25th StNew YorkNY10010N/APCTPW Family Membership 2020$20,000
The Salvation Army of Cape Fear
PO Box 90WilmingtonNC28402N/APCTo support the Wilmington location$4,500
The Shumla School Inc
PO Box 627ComstockTX78837N/APCPreserving the Oldest 'Books' in North America$15,000
The Society For Participatory Medic
PO Box 1183NewburyportMA01950N/APCTo catalyze collaborative partnerships across the continuum of care to optimize health and healtcare$10,000
The South Central P'ship for Energy
1201 Spyglass Drive Suite 100AustinTX78746N/APCTexas Energy Efficiency Policy$40,000
The Sumba Foundation
107 Via EscorialSan ClementeCA92672N/APCTo help the indigenous people of Sumba$5,000
The University of Texas at Austin B
101 E 27th Street Stop 5300AustinTX78712N/AGOVProjecting Impacts to Landscapes and Ecosystem Services from Energy Development in Big Bend area and Growing Water Resilience Programs for Boerne, Texas$225,000
The University of Texas at Austin E
2275 Speedway Mail Code C9000AustinTX78712N/AGOVTo advance Sustainability Education at the University of Texas at Austin$121,462
The University of Texas at Austin I
2815 San Gabriel StreetAustinTX78705N/AGOVTo Create Sustainable Development in Aspiring Communities: in the Permian Basin$75,000
The University of Texas at Austin M
2515 Speedway Stop C1402AustinTX78712N/AGOVFor educational programs$10,000
The University of Texas Law School
727 E Dean Keeton StAustinTX78705N/APCFor the Protection of the Greater Big Bend Region from impacts of Energy Sprawl$78,750
The Woodlands Ctr for Performing Ar
2005 Lake Robbins DriveThe WoodlandsTX77380N/APCFor the 25th Annual Children's Festival, Nov 2020$10,000
Thorne Ecological Institute
PO Box 19107BoulderCO80308N/APCConnecting youth to nature$50,000
Trans Lifeline
101 Broadway Suite 311OaklandCA94607N/APCFor offering direct emotional and financial support to trans people in crisis$10,000
Truth Be Told
PO Box 40221AustinTX78704N/APCProvides transformational tools for incarcerated women behind and beyond bars$23,750
Turtle Survival Alliance
1989 Colonial ParkwayFort WorthTX76110N/APCTo transform passion for turtles into effective conservation action$15,000
UC San Diego Foundation
9500 Gilman Drive 0940La JollaCA92093N/APCIntegrative Oceanography Division at Scripps Institution of Oceanography$20,000
United Way for Greater Austin
2000 E Mlk Jr BlvdAustinTX78702N/APCTo bring people, ideas and resources together to fight poverty in our community and the All Together ATX Relief Fund$40,000
United Way of Galveston Inc
2200 Market St Suite 850GalvestonTX77550N/APCFor The Galveston County Recovery Fund$50,000
United Way of the Cape Fear Area
5919 Oleander Drive Suite 115WilmingtonNC28403N/APCBuild a strong healthy community where people aspire to live$2,500
University of Houston COA
3333 Cullen Blvd Suite 120HoustonTX77204N/AGOV2020 Celebration of the Arts Gala$15,000
University of North Carolina at Wil
601 South College RoadWilmingtonNC28403N/AGOVFor the Scholarship Fund and Village of BHI/Southport Scholarship for one male and one female$18,000
US Endowment for Forestry Communiti
908 East North StreetGreenvilleSC29601N/APCTo Manage an Environmental Impact Bond Challenge in Texas$100,000
US Water Alliance
1970 Broadway Suite 950OaklandCA94612N/APCOne Water One Texas$120,000
Venice Community Housing Corporatio
720 Rose AvenueVeniceCA90291N/APCReduce homelessness, maximize affordable housing$4,000
Vision Galveston Inc
306 Kempner Street Suite 200GalvestonTX77550N/APCA project to empower the community members of Galveston$240,000
Wallowa Band Nez Perce Trail Int Ct
PO Box 15WallowaOR97885N/APCTo tell the story of the Wallowa Band Nez Perce Trail$4,000
Waterloo Greenway Conservancy
PO Box 12363AustinTX78711N/APCTo create and maintain a chain of extraordinary urban parks around a restored Waller Creek and organizational capacity building for Waterloo Greenway Conservancy$29,375
Waves For Water Inc
527 San Vicente Blvd 210Santa MonicaCA90402N/APCGet clean water to every single person who needs it$5,000
We Support The Troops Inc
PO Box 915Santa YnezCA93460N/APCTo send care packages to service member overseas$5,000
Welcome Home Angel Inc
1028 S College RdWilmingtonNC28403N/APCProvide comfort to children in the Wilmington area with chronic/debilitating illnesses/injuries$2,500
Whidbey Children's Theater
PO Box 1493LangleyWA98260N/APCCreate opportunities to discover, experience and participate in the performing arts$5,000
Whidbey Environmental Action Networ
PO Box 53LangleyWA98260N/APCFor the restoration and preservation of Whidbey Island and Pacific Northwest$25,000
WildAid Inc
333 Pine St Suite 300San FranciscoCA94104N/APCFor the Shark Savers$2,500
Wilderness Workshop
PO Box 1442CarbondaleCO81623N/APCProtect and conserve the wilderness and natural resources$50,000
Wildland Firefighter Foundation
2049 Airport WayBoiseID83705N/APCTo help families of firefighters killed or injured in the line of duty$2,000
William Marsh Rice University
PO Box 1892HoustonTX77251N/APCTo reduce Industrial Emissions in Texas and for the Shepherd School of Music$102,000
Windward Fund
1201 Connecticut Ave NW 300WashingtonDC20036N/APCFor the Water Funder Initiative and Water Table$150,000
Women Inspirit Inc
1800 Pecan Lake DrRichmondTX77406N/APCFor empowering women through education and opportunities$10,000
Workers Assistance Project
2525 WallingwoodAustinTX78746N/APCAFL-CIO: Fair Shot Texas climate Jobs and Clean Energy Project$30,000
Wreaths Across America
PO Box 249Columbia FallsME04623N/APCTo place wreaths on the graves of vets each December$2,500
Wrightsville Beach Museum of Histor
PO Box 584Wrightsville BeachNC28480N/APCTo preserve and to share the history of Wrightsville Beach$2,500
YMCA of Wilmington Inc
2710 Market StreetWilmingtonNC28403N/APCChildcare, meals, senior outreach, community involvement and general support$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,743,747TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Innercity Struggle
3467 Whittier BoulevardLos AngelesCA90023N/APCTo build a powerful and an influential movement$3,000
The Praxis Project Inc
PO Box 7259OaklandCA94601N/APCFor National Black Food and Justice Alliance$10,805
War Horses For Veterans Inc
18208 Nall AveStilwellKS66085N/APOFTo offer a 3-day equine and networking experience; helping combat veterans transition$15,000
Wildwood School Inc
11811 W Olympic BlvdLos AngelesCA90064N/APCMulticultural Leadership Institute - Galveston program$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$34,805TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$238ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,267,447ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$190,828,606ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescTax and insurance refundsDesc
Exclusion1ExclusionCd
Exclusion$11,969ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$184,548,952ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$184,548,952TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonGPM 2011 Mgmt TrustContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12700 Technology Forest 260AddressLine1Txt
CityThe WoodlandsCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77381ZIPCd
FieldValueIRS element (for citing)
Total Contributions$21,789,862TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property917,218 shares Devon Energy CorpNoncashPropertyDesc
Fair Market Value$21,789,862FairMarketValueAmt
Received2020-01-01ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DCA CBC accounting$8,501$0$0$8,501
Tax compliance$9,500$4,750$0$4,750

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
Computers and electronics2013-01-01$68,242$31,342SL5.0000$6,538
Furniture and fixtures2013-01-01$154,252$47,317SL7.0000$19,818
Film for website2015-01-01$43,841$16,075SL15.0000$2,923
Improvements2013-01-01$233,614$30,934SL10.0000$19,361

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
Texas Clean Energy Coalition
327 Congress Ave Suite 450AustinTX787012019-08-01$100,000To deepen Texas Clean Energy Coalition engagement$100,000No5/31/2020, 10/7/21The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
Texas Clean Energy Coalition
327 Congress Ave Suite 450AustinTX787012020-09-28$90,000Joint Task Force of Texas business leaders on clean energy$90,000No9/8/21, 12/1/21 expectedThe grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
39,220 BlackRock Science & Tech Trust$1,842,194$2,090,426
116,200 Communication Serv Sel SPDR ETF$6,919,433$7,841,176
127,286 Consumer Disc Sel Sec SPDR ETF$15,512,740$20,465,043
140,045 Consumer Staples Sel Sec SPDR Fd$8,378,553$9,446,035
2,611,669 Devon Energy Corp$142,565,477$41,290,487
262,765 Financial Select Sector SPDR Fd$6,543,049$7,746,312
185,521 Health Care Sel Sector SPDR Fund$16,666,814$21,045,502
144,372 Industrial Select Sector SPDR Fd$10,746,942$12,784,141
101,726 Invesco QQQ Trust Series 1$23,933,679$31,915,515
156,290 iShares MSCI Emerging Mkts ETF$7,278,869$8,075,504
98,430 iShares Russell 2000 ETF$15,376,975$19,298,186
75,291 iShares Select Dividend ETF$7,309,643$7,241,488
190,772 Materials Select Sector SPDR Fd$11,329,879$13,809,985
153,226 SPDR S&P Biotech ETF$15,496,148$21,571,156
235,532 Technology Select Sector SPDR Fd$18,808,985$30,623,871
100,366 Utilities Select Sector SPDR Fd$5,255,484$6,292,948
35,086 VanEck Vectors Semiconductor ETF$6,125,204$7,663,484
68,485 Vanguard Real Estate Index Fd ETF$6,083,949$5,816,431

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemLandCategoryOrItemTxt
Cost Or Other Basis$22,067,454CostOrOtherBasisAmt
Book Value$22,067,454BookValueAmt
EOYFMV$17,140,000EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Furniture and Fixtures$154,252$67,135$87,117$87,117
Machinery and Equipment$108,242$77,881$30,361$30,361
Improvements$233,613$50,294$183,319$183,319
Land$2,975,543$2,975,543$2,975,543
Miscellaneous$43,842$18,998$24,844$24,844

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DCA CBC governance and consulting$676$0$0$676
HR and other consulting matters$22,786$0$0$22,786

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Conservancy Management LLC$80,850$84,902$81,542
Cook's Branch Conservancy LP$25,820,462$27,008,107$9,544,920

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Amortization expense$12,288
DCA - CBC habitat/environmental$3,040$3,040
DCA - CBC insurance$25,035$25,035
DCA - CBC property management$391,428$391,428
DCA - CBC repairs and maintenance$7,452$7,452
DCA - CBC supplies/G&A$35,172$35,172
Dues/memberships$13,579$13,579
Insurance$14,079$14,079
Office expense$8,176$8,176
Passthrough depr/amort - CBC$75,879
Postage/delivery$647$647
Repairs and maintenance$12,901$12,901
Subscriptions$17,353$17,353
Telephone and videoconferencing$9,666$9,666
Training /seminars$10,522$10,522

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTax and insurance refundsDesc
Revenue And Expenses Per Books$11,969RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
Difference between book and FMV of donated securities$27,967,848
Return of grants paid in prior years$6,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DCA - CBC other professional fees$54,833$0$0$54,833
Habitat/environmental research$320,191$0$0$320,191
Philanthropic consulting fees$715,530$0$0$715,530
Propery mamagement fees$36,784$0$0$36,784
Public info/website fees$108,719$0$0$108,719
Staffing, recruiting & other svcs$6,000$0$0$6,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Ad valorem tax$3,853$3,853
Excise tax$74,000

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Cooks Branch Conservancy LPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12700 Technology Forest Blvd 260AddressLine1Txt
CityThe WoodlandsCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77381ZIPCd
FieldValueIRS element (for citing)
EIN742170127EIN
DescContribution to partnership, a direct charitable activity of the foundation, for operating expenses.Desc
Amt$157,500Amt
FieldValueIRS element (for citing)
Total$157,500TotalAmt