CYNTHIA & GEO MITCHELL FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CYNTHIA & GEO MITCHELL FOUNDATION (EIN 74-2170127)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-01
- IRS object ID
- 201843059349100039
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-01T12:15:33-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770275132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742170127 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Cynthia & George Mitchell Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CYNT | BusinessNameControlTxt |
| Phone | 7133775060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 Technology Forest Blvd | AddressLine1Txt |
| City | The Woodlands | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77381 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Katherine Lorenz | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jody Blazek | PreparerPersonNm |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $252,888,591 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $103,776,337 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,719,198 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,719,198 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,006,024 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $41,831,184 | GrossSalesPriceAmt |
| Total Rev And Expnss | $105,489,511 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,719,198 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $201,550 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $201,550 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $404,809 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $404,809 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $165,903 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $165,903 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $36,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $36,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,427 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,912 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,515 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $779,725 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $779,725 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,396 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1,396 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,408 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $75,640 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $75,640 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $128,845 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $128,845 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,040,809 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $951,511 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,890,512 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,912 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,751,894 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,736,896 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,736,896 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,627,408 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,912 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,488,790 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $94,862,103 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,714,286 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $695,618 | CashEOYAmt |
| Cash EOYFMV | $695,618 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,072,669 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,173,431 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,173,431 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $150,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $150,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $150,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $143,748,338 | CorporateStockBOYAmt |
| Corporate Stock EOY | $262,702,805 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $233,226,931 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,115,521 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $102,486 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,017,444 | LandBOYAmt |
| Land EOY | $3,013,035 | LandEOYAmt |
| Land EOYFMV | $3,013,035 | LandEOYFMVAmt |
| Other Assets BOY | $26,023,303 | OtherAssetsBOYAmt |
| Other Assets EOY | $26,007,769 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,629,576 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $184,861,754 | TotalAssetsBOYAmt |
| Total Assets EOY | $298,742,658 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $252,888,591 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,565 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $3,565 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $184,858,189 | RetainedEarningBOYAmt |
| Retained Earning EOY | $298,742,658 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $184,858,189 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $298,742,658 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $184,861,754 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $298,742,658 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $184,858,189 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $94,862,103 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,022,366 | OtherIncreasesAmt |
| Subtotal | $298,742,658 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $298,742,658 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly traded securities | PropertyDesc |
| Gross Sales Price | $41,831,184 | GrossSalesPriceAmt |
| Cost Or Other Basis | $42,837,208 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,006,024 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,006,024 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,006,024 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,122,795 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $114,048,652 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.10630 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,067,106 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $84,688,866 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.20153 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,879,386 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $86,251,518 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.19570 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,771,031 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $89,022,637 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.18839 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,943,534 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $136,818,157 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.10922 | DistributionYr5Rt |
| Total Distribution | 0.801135 | TotalDistributionRt |
| Average Distribution | 0.160227 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $222,643,317 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,673,471 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $27,143 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,700,614 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,638,790 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $54,286 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $54,286 | SubtotalAmt |
| Tax Based On Investment Income | $54,286 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,845 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $76,845 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $22,559 | OverpaymentAmt |
| Applied To ES Tax | $22,559 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | 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 | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.cgmf.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Spiros Vassilakis | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7133775069 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 Technology Forest 260 | AddressLine1Txt |
| City | The Woodlands | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77381 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Carleton G Mitchell | |||||||
| 2700 Technology Forest 260 | The Woodlands | TX | 77381 | Chairman | 1.00 | $0 | |
| Katherine Lorenz | |||||||
| 2700 Technology Forest 260 | The Woodlands | TX | 77381 | President | 40.00 | $196,500 | $24,066 |
| Spiros Vassilakis | |||||||
| 2700 Technology Forest 260 | The Woodlands | TX | 77381 | Treasurer | 1.00 | $0 | |
| Michelle Robinson | |||||||
| 2700 Technology Forest 260 | The Woodlands | TX | 77381 | Secretary | 1.00 | $0 | |
| Meredith Dreiss | |||||||
| 2700 Technology Forest 260 | The Woodlands | TX | 77381 | Director | 1.00 | $0 | |
| Sheridan Lorenz | |||||||
| 2700 Technology Forest 260 | The Woodlands | TX | 77381 | Director | 1.00 | $0 | |
| Pamela Maguire | |||||||
| 2700 Technology Forest 260 | The Woodlands | TX | 77381 | Director | 0.00 | $0 | |
| B Greg Mitchell | |||||||
| 2700 Technology Forest 260 | The Woodlands | TX | 77381 | Director | 1.00 | $0 | |
| Graham Mitchell | |||||||
| 2700 Technology Forest 260 | The Woodlands | TX | 77381 | Director | 0.50 | $1,000 | |
| J Kirk Mitchell | |||||||
| 2700 Technology Forest 260 | The Woodlands | TX | 77381 | Director | 1.00 | $0 | |
| M Kent Mitchell | |||||||
| 2700 Technology Forest 260 | The Woodlands | TX | 77381 | Director | 1.00 | $0 | |
| Mark D Mitchell | |||||||
| 2700 Technology Forest 260 | The Woodlands | TX | 77381 | Director | 1.00 | $0 | |
| Michael Mitchell | |||||||
| 2700 Technology Forest 260 | The Woodlands | TX | 77381 | Director | 1.00 | $0 | |
| Sarah Mitchell | |||||||
| 2700 Technology Forest 260 | The Woodlands | TX | 77381 | Director | 1.00 | $0 | |
| Adrienne Dreiss Ropp | |||||||
| 2700 Technology Forest 260 | The Woodlands | TX | 77381 | Director | 1.50 | $4,050 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Mary L Hastings | |||||||
| PO Box 8937 | The Woodlands | TX | 77387 | Sust Prog VP | 40.00 | $208,670 | $24,796 |
| Sarah L Richards | |||||||
| PO Box 8937 | The Woodlands | TX | 77387 | Wtr Prog Dir | 40.00 | $126,574 | $21,154 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Arabella Advisors LLC | |||||
| 1201 Connecticut Ave NW Ste 300 | Washington | DC | 20036 | Strategic guidance | $150,000 |
| Hudson Pacific LLC | |||||
| 344 W 12th St | New York | NY | 10014 | Community polling | $113,130 |
| Gray Suit LLC | |||||
| PO Box 701 | Austin | TX | 78767 | Strategic counselor | $97,746 |
| Raven Environmental Services Inc | |||||
| 6 Oak Bend Dr | Huntsville | TX | 77320 | Conserv mgmt svcs | $86,559 |
| Ross Strategic | |||||
| 1218 Third Ave Ste 1207 | Seattle | WA | 98101 | Environ. Consulting | $132,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Cooks Branch Conservancy, comprised of approximately 5,300 acres donated by the Mitchell family in 2011, promotes conservation ethics and demonstrates the resilience of nature in perpetuity, offering a rare glimpse into what a century of regeneration looks like in the East Texas Piney Woods. The transformation of the once clear-cut, overgrazed working ranch into an award-winning nature conservancy exemplifies extraordinary habitat management and wildlife conservation on private land.Heat and water stress associated with climate change is making forests more vulnerable throughout the world. Cooks Branch acts as a field laboratory for the study of such things as carbon flux, drought, ecosystem transition, biodiversity, and the effects of fire.The conservancy utilizes tools such as restoration timber harvests, prescribed burning, mechanical and chemical midstory control, invasive species eradication, and replanting in various combinations to meet specific eradication, and replanting in va | Description1Txt |
| Expenses1 | $871,236 | Expenses1Amt |
| Description2 | Consistent 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. According to the 2012 State Water Plan, under certain conditions, Texas does not and will not have enough water to meet the needs of its people, its businesses, and its agricultural enterprises. To address these water management challenges and ensure adequate water supplies for the environment in Texas, the Water Programs resources are deployed to 1. Define the grand challenges of water management and the scientific, policy, and legal investigations necessary to address intractable questions; 2. Increase water conservation in major Texas cities through urban water conservation programs and utility business model reform; 3. Protect water resources in the Texas Hill | Description2Txt |
| Expenses2 | $260,404 | Expenses2Amt |
| Description3 | The 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 gov | Description3Txt |
| Expenses3 | $129,826 | Expenses3Amt |
| Description4 | The Mitchell Foundation is committed to clean energy in the state of Texas and supports strategic efforts that ensure that the states growing demand for power is both minimized and met with the cleanest and water-leanest sources of electricity possible. 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, centrist-thinking communities to bear on clean energy policy issues; 2. Policies and innovative mechanisms that increase cost-effective energy efficiency activities; 3. The development of renewable energy markets to help fill the gap in electricity supply; 4. Reduced reliance on traditional c | Description4Txt |
| Expenses4 | $126,050 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Mitchell Foundation granted a request by Texas Parks and Wildlife Foundation to provide a program-related investment loan at zero percent interest to the Gulf Coast Conservation Loan Fund. The loan is pooled with contributions from other funders and used to make loans to nonprofit land conservation organizations for the purpose of acquiring and holding properties of high ecological value, pending the disbursement of grants from Deepwater Horizon settlement funds which would enable their permanent protection. Support from the Mitchell Foundation was leveraged with public funding for a significant impact on conservation efforts. | Description1Txt |
| Expenses1 | $150,000 | Expenses1Amt |
| Total | $150,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $218,402,089 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,631,735 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $226,033,824 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $226,033,824 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,390,507 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $222,643,317 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,132,166 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,132,166 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $54,286 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $54,286 | TotalTaxAmt |
| Distributable Before Adj | $11,077,880 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $470 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,078,350 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,078,350 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,488,790 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $150,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,638,790 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $10,638,790 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,078,350 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $8,401,112 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,534,383 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,140,682 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,126,385 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,463,517 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $53,666,079 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,638,790 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,638,790 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $439,560 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $439,560 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $53,226,519 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,961,552 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $45,264,967 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,534,383 | ExcessFromYear4Amt |
| Excess From Year3 | $13,140,682 | ExcessFromYear3Amt |
| Excess From Year2 | $13,126,385 | ExcessFromYear2Amt |
| Excess From Year1 | $6,463,517 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Cynthia George Mitchell Foundat | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | wwwcgmforg | AddressLine1Txt |
| City | The Woodlands | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77381 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7133775060 | RecipientPhoneNum |
| Recipient Email Address | www.cgmf.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Grant inquiries and grant funding requests are made through the Foundation's website, www.cgmf.org. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | The 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See attachment | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | State and zip code for e-filing | AddressLine1Txt |
| City | purposes | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77381 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | See attached | GrantOrContributionPurposeTxt |
| Amt | $7,736,896 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,736,896 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See attachment | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | State and zip code for e-filing | AddressLine1Txt |
| City | purposes | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77381 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | See attachment | GrantOrContributionPurposeTxt |
| Amt | $425,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $425,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,719,198 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,006,024 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,713,174 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,713,174 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| GPM 2011 Mgmt Trust | |||||||
| 1 | 2700 Technology Forest 260 | The Woodlands | TX | 77381 | $12,506,202 | Yes (X) | Yes (X) |
| Mitchell Marital Ded Nonexempt Tr | |||||||
| 2 | 2700 Technology Forest 260 | The Woodlands | TX | 77381 | $91,166,883 | Yes (X) | Yes (X) |
| Mitchell NonQTIP Marital Ded Ex Tr | |||||||
| 3 | 2700 Technology Forest 260 | The Woodlands | TX | 77381 | $51,626 | Yes (X) | Yes (X) |
| Mitchell Marital Ded Exempt Tr | |||||||
| 4 | 2700 Technology Forest 260 | The Woodlands | TX | 77381 | $51,626 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 269,020 shs DVN | $12,504,050 | 2017-01-20 |
| 2 | 1,880,988 shs DVN | $85,791,863 | 2017-01-23 |
| 3 | 1,076 shs DVN | $50,012 | 2017-01-20 |
| 4 | 1,076 shs DVN | $50,012 | 2017-01-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bookkeeping and tax compliance | $9,824 | $4,912 | $0 | $4,912 |
| DCA CBC accounting | $1,603 | $0 | $0 | $1,603 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| Computer and electronics | 2013-01-01 | $23,443 | $20,877 | 200DB | 5.0000 | $1,026 |
| Furniture and fixtures | 2013-01-01 | $32,694 | $31,874 | 200DB | 7.0000 | $234 |
| IT software | 2013-04-01 | $40,000 | $39,999 | SL | 6.0000 | $1 |
| Website | 2015-01-01 | $43,841 | $5,846 | SL | 15.0000 | $3,147 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Texas Clean Energy Coalition | |||||||||||
| 327 Congress Ave Ste 450 | Austin | TX | 78701 | 2017-04-01 | $375,000 | To support the market-driven transition to clean energy | $278,468 | No | Report received 5/31/2018 | 2018-05-31 | The 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 Ste 450 | Austin | TX | 78701 | 2016-04-01 | $400,000 | Develop a clean energy plan for Texas | $400,000 | No | Final report received 5/31/2018 | 2018-05-31 | The 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 (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 163,990 shs AMLP | $2,538,179 | $1,769,452 |
| 3,432,320 shs DVN | $183,209,696 | $141,766,848 |
| 32,060 shs DVY | $2,768,927 | $3,159,834 |
| 92,612 shs EEM | $3,825,655 | $4,363,877 |
| 50,071 shs IWM | $6,609,828 | $7,633,825 |
| 39,090 shs JNK | $1,454,790 | $1,435,385 |
| 11,949 shs MDY | $3,738,114 | $4,127,304 |
| 192,125 shs PGX | $2,811,309 | $2,854,978 |
| 90,648 shs QQQ | $11,169,779 | $14,119,332 |
| 20,416 shs SPY | $4,851,640 | $5,448,214 |
| 32,865 shs VNQ | $2,674,074 | $2,727,138 |
| 108,376 shs XLB | $5,542,688 | $6,559,999 |
| 11,198 shs XLE | $999,885 | $809,167 |
| 245,922 shs XLF | $5,572,259 | $6,863,683 |
| 124,854 shs XLI | $7,843,857 | $9,447,702 |
| 85,090 shs XLK | $4,273,887 | $5,441,506 |
| 38,766 shs XLP | $1,887,641 | $2,205,398 |
| 62,208 shs XLU | $3,029,018 | $3,277,117 |
| 50,411 shs XLV | $3,819,600 | $4,167,981 |
| 51,152 shs XLY | $4,081,979 | $5,048,191 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $32,694 | $31,590 | $1,104 | $1,104 |
| Machinery and Equipment | $63,443 | $61,903 | $1,540 | $1,540 |
| Land | $2,975,543 | $2,975,543 | $2,975,543 | |
| Miscellaneous | $43,841 | $8,993 | $34,848 | $34,848 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Property matters | CategoryTxt |
| Legal Fees | $36,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $36,000 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Conservancy Management LLC | $81,298 | $81,245 | $81,524 |
| Cook's Branch Conservancy LP | $25,938,873 | $25,923,392 | $9,544,920 |
| Deposit - office | $3,132 | $3,132 | $3,132 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| DCA - CBC habitat/environmental | $407,480 | $407,480 |
| DCA - CBC insurance | $27,286 | $27,286 |
| DCA - CBC property management | $330,701 | $330,701 |
| DCA - CBC repairs and maintenance | $48,657 | $48,657 |
| DCA - CBC supplies/G&A | $35,348 | $35,348 |
| Dues/memberships | $19,700 | $19,700 |
| Insurance | $10,471 | $10,471 |
| Office expense | $12,202 | $12,202 |
| Passthrough depr/amort - CBC | $89,298 | |
| Postage/delivery | $1,645 | $1,645 |
| Repairs and maintenance | $4,093 | $4,093 |
| Subscriptions | $24,336 | $24,336 |
| Telephone | $9,674 | $9,674 |
| Training/seminars | $16,185 | $16,185 |
| Videoconferencing | $3,733 | $3,733 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Adjust securities contributed at FMV to cost basis | $19,021,896 |
| Returned grant | $470 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas Parks and Wildlife Fdn | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $150,000 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Communications/outreach | $90,000 | $0 | $0 | $90,000 |
| DCA - CBC other professional fees | $20,161 | $0 | $0 | $20,161 |
| Habitat/environmental research | $86,559 | $0 | $0 | $86,559 |
| Other professional fees | $34,041 | $0 | $0 | $34,041 |
| Philanthropic consulting fees | $539,968 | $0 | $0 | $539,968 |
| Public info/website fees | $8,996 | $0 | $0 | $8,996 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Ad valorem tax | $1,396 | $1,396 |
| Excise tax | $40,000 |