TEXAS A & M RESEARCH FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS A & M RESEARCH FOUNDATION (EIN 74-1238434)
- Tax period
- 2010-09-01 to 2011-08-31
- Filed
- 2012-03-06
- IRS object ID
- 201210669349301006
- Schema version
- 2010v3.4
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-06T09:15:51-06:00 | Timestamp |
| Tax Period End Date | 2011-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ingram Wallis & Company PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 East Villa Maria Rd Ste 100 | AddressLine1 |
| City | Bryan | City |
| State | TX | State |
| ZIP Code | 77802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741238434 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS A&M RESEARCH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TEXA | NameControl |
| Phone | 9798458600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HARVEY MITCHELL PARKWAY SOUTH | AddressLine1 |
| Address Line2 | No 300 | AddressLine2 |
| City | COLLEGE STATION | City |
| State | TX | State |
| ZIP Code | 77845 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Leo Paterra | Name |
| Title | President and CEO | Title |
| Phone | 9798458600 | Phone |
| Date Signed | 2012-03-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES D INGRAM III | Name |
| Phone | 9797762600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | Leo Paterra | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HARVEY MITCHELL PARKWAY SOUTH | AddressLine1 |
| Address Line2 | No 300 | AddressLine2 |
| City | COLLEGE STATION | City |
| State | TX | State |
| ZIP Code | 77845 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 235816267 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | rf-web.tamu.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1944 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | To facilitate research and development within the Texas A&M University System and selected other entities. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 150 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 25000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 25100 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 221619939 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 233146269 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 133053 | InvestmentIncomePriorYear |
| Investment Income Current Year | -1298153 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 705111 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2148937 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 222483103 | TotalRevenuePriorYear |
| Total Revenue Current Year | 234022153 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 42762003 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 41004407 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 58208510 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 60653957 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 118593077 | OtherExpensePriorYear |
| Other Expenses Current Year | 129214336 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 219563590 | TotalExpensesPriorYear |
| Total Expenses Current Year | 230872700 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2919513 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3149453 | RevenuesLessExpensesCY |
| Total Assets BOY | 56773977 | TotalAssetsBOY |
| Total Assets EOY | 56975554 | TotalAssetsEOY |
| Total Liabilities BOY | 37800091 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 34852215 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18973886 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 22123339 | NetAssetsOrFundBalancesEOY |
| Mission Description | To facilitate research and development within the Texas A&M University System and selected other entities. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 221650601 | Expense |
| Revenue | 223110033 | Revenue |
| Description | To facilitate research and development within the Texas A&M University System and selected other entities. | Description |
| Total Program Service Expense | 221650601 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 388 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 150 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Linda Woodman | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9798458600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Harvey Mitchell Parkway S Ste | AddressLine1 |
| City | College Station | City |
| State | TX | State |
| ZIP Code | 77845 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| H Jarrell Gibbs | ||||||
| Chairman of the Board | 8.00 | X | 0 | 0 | 0 | |
| Brian R Blackmarr | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| H Don Butter | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| David S Carlson | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| William A Dugas | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| James R Ellison | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| Eugene W Helms | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| Erma C Johnson Hadley | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| Otto Hoernig | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| Reed Killion | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| Jack N McCrary | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| Frank M Muller Jr | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| Gary H Richardson | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| Joe D Ross | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| Edmond S Solymosy | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| Edward J Szymczak | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| Jeffrey R Seeman | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| Terry L Thomas | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| Willie F Trotty | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| B B Tuley | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| Katherine F Turnbull | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| Jean D Brender | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| Mary Pat Moyer | ||||||
| Trustee | X | 0 | 0 | 0 | ||
| Leo Paterra | ||||||
| President & CEO | 40.00 | 200092 | 0 | 23280 | X | |
| Linda Woodman | ||||||
| Senior Vice President & CF | 40.00 | 148749 | 0 | 19015 | X | |
| Diane Hassel | ||||||
| Associate VP | 40.00 | 109064 | 0 | 12214 | X | |
| Michele Lacey | ||||||
| Associate VP | 40.00 | 128088 | 0 | 17363 | X | |
| Lynn Schulze | ||||||
| Associate VP | 40.00 | 108981 | 0 | 12156 | X | |
| Steven Garrett | ||||||
| VP & Corp. Secretary | 40.00 | 139146 | 0 | 26552 | X | |
| Bill Lancaster | ||||||
| Associate VP | 40.00 | 101533 | 0 | 17206 | X | |
| Tye Rougas | ||||||
| Associate VP | 40.00 | 100462 | 0 | 14952 | X | |
| Jane Zuber | ||||||
| Associate VP | 40.00 | 103007 | 0 | 19401 | X | |
| Adam Davidson | ||||||
| Associate VP | 40.00 | 90407 | 0 | 14380 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1229529 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 176519 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Meyers and Associates | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 412 First Street Suite One Lobby | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20003 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Consulting | DescriptionOfServices |
| Compensation | 379884 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 25100 | AllOtherContributions |
| Total Contributions | 25100 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Rev Sponsored Research | Description |
| Business Code | 541900 | BusinessCode |
| Total Revenue Column | 233146269 | TotalRevenueColumn |
| Related Or Exempt Function Income | 233146269 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 233146269 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 492361 | TotalRevenueColumn |
| Exclusion | $492,361 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 3600 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1794114 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -1790514 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1790514 | TotalRevenueColumn |
| Related Or Exempt Function Income | -1790514 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Other Acquisitions | 541900 | 1218128 | $1,218,128 |
| Unrealized Gain on Inv | 541900 | 700985 | $700,985 |
| Other Revenue | 541900 | 214260 | $214,260 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15564 | TotalRevenueColumn |
| Exclusion | $15,564 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2148937 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 234022153 | TotalRevenueColumn |
| Related Or Exempt Function Income | 231355755 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,641,298 | ExclusionAmount |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41004407 | Total |
| Program Services | 41004407 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1385864 | Total |
| Program Services | 228332 | ProgramServices |
| Management And General | 1157532 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57604254 | Total |
| Program Services | 53657409 | ProgramServices |
| Management And General | 3946845 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 337775 | Total |
| Program Services | 5791 | ProgramServices |
| Management And General | 331984 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1326064 | Total |
| Program Services | 24972 | ProgramServices |
| Management And General | 1301092 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11410 | Total |
| Management And General | 11410 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4182 | Total |
| Management And General | 4182 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96456 | Total |
| Management And General | 96456 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 407669 | Total |
| Management And General | 407669 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 367626 | Total |
| Management And General | 367626 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6972790 | Total |
| Program Services | 6924449 | ProgramServices |
| Management And General | 48341 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10082 | Total |
| Management And General | 10082 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2829943 | Total |
| Program Services | 2829943 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Indirect Costs | 61452710 | 61452710 | |
| Other Direct Costs | 42348172 | 42202814 | 145358 |
| Employer Contributions | 11177341 | 11177341 | |
| Research Equipment | 1982655 | 1982655 | |
| Other Research Support | 403200 | 403200 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1150100 | Total |
| Program Services | 159778 | ProgramServices |
| Management And General | 990322 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230872700 | Total |
| Program Services | 221650601 | ProgramServices |
| Management And General | 9222099 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26393538 | BOY |
| EOY | 25127217 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16435288 | BOY |
| EOY | 17559626 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1008067 | BOY |
| EOY | 313282 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 47830087 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 34146499 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12687476 | BOY |
| EOY | 13683588 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 141408 | BOY |
| EOY | 156576 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23618 | BOY |
| EOY | 51142 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84582 | BOY |
| EOY | 84123 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56773977 | BOY |
| EOY | 56975554 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28367152 | BOY |
| EOY | 26584184 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9432939 | BOY |
| EOY | 8268031 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37800091 | BOY |
| EOY | 34852215 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18808860 | BOY |
| EOY | 21915621 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165026 | BOY |
| EOY | 207718 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18973886 | BOY |
| EOY | 22123339 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56773977 | BOY |
| EOY | 56975554 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 3149453 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 25000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25100 | CurrentTaxYear |
| Total | 50100 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 205313970 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 219097875 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 218412735 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 221619939 | CurrentTaxYearMinus1Year |
| Current Tax Year | 233146269 | CurrentTaxYear |
| Total | 1097590788 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 205313970 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 219097875 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 218412735 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 221644939 | CurrentTaxYearMinus1Year |
| Current Tax Year | 233171369 | CurrentTaxYear |
| Total | 1097640888 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 1097640888 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1544276 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -137131 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -408375 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 835203 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1208910 | CurrentTaxYear |
| Total | 3042883 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1544276 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -137131 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -408375 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 835203 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1208910 | CurrentTaxYear |
| Total | 3042883 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 419767 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 126218 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21491 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 148538 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1432388 | CurrentTaxYear |
| Total | 2148402 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 207278013 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 219086962 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 218025851 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 222628680 | CurrentTaxYearMinus1Year |
| Current Tax Year | 235812667 | CurrentTaxYear |
| Total | 1102832173 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99530 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99640 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00280 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00260 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $405,884 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 405884 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Other Lobbying Activities: | Identifier |
| Return Reference | Part II-B, Line 1i: | ReturnReference |
| Explanation | Texas A&M Research Foundation engaged the services of Meyers and Associates; Watershed Results, LLC; and James R. Fischer & Associates, LLC to represent the interests of TAMRF as it relates to the research, instruction and public service programs of The Texas A&M University System and its component member institutions and agencies in Washington D.C. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 23618 | BeginningOfYearBalance |
| Contributions | 25100 | Contributions |
| Investment Earnings Or Losses | 2425 | InvestmentEarningsOrLosses |
| End Of Year Balance | 51143 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 25000 | Contributions |
| Investment Earnings Or Losses | -1317 | InvestmentEarningsOrLosses |
| Administrative Expenses | 65 | AdministrativeExpenses |
| End Of Year Balance | 23618 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 305303 | OtherCostOrOtherBasis |
| Book Value | 305303 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1664594 | OtherCostOrOtherBasis |
| Depreciation | 1281610 | Depreciation |
| Book Value | 382984 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 44676561 | OtherCostOrOtherBasis |
| Depreciation | 31820976 | Depreciation |
| Book Value | 12855585 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1183629 | OtherCostOrOtherBasis |
| Depreciation | 1043913 | Depreciation |
| Book Value | 139716 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 13683588 | TotalOfBookValueLandBuildings |
| Total Revenue | 234022153 | TotalRevenue |
| Total Expenses | 230872700 | TotalExpenses |
| Excess Or Deficit For Year | 3149453 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 3149453 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 235816267 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 235816267 | RevenueSubtotal |
| Other Revenues Not Included | -1794114 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -1794114 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 234022153 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 232666814 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1794114 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1794114 | ExpensesNotRptdF990 |
| Expenses Subtotal | 230872700 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 230872700 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Uncertain Tax Positions Under FIN 48: | Part X: | In December 2008, the Financial Accounting Standards Board issued FASB Staff Position (FSP) FIN 48-3, "Effective Date of FASB Interpretation No. 48 for certain Non Public Enterprises." FSP FIN 48-3 permits an entity within its scope to defer the effective date of FASB Interpretation 48, Accounting for Uncertainty in Income Taxes (FASB Accounting Standards Codification (ASC) 740, Income Taxes), to its annual financial statements for fiscal years beginning after December 15, 2008. The Foundation elected to defer the application of the uncertain tax provisions of ASC 740 for the year ending August 31, 2009. On September 1, 2009, the Foundation adopted the provisions ofASC 740, as amended by FASB in September 2009. The Foundation evaluates its uncertain tax positions using the provisions of ASC 450, Contingencies. Accordingly, a loss contingency is recognized when it is probable that a liability has been incurred as of the date of the financial statements and the amount of the loss can be reasonably estimated. The amount recognized is subject to estimate and management judgment with respect to the likely outcome of each uncertain tax provision or for all uncertain tax positions in the aggregate could differ from the amount recognized. Interest and penalties associated with uncertain tax positions are recognized as components of federal income tax expense. As noted above, the Foundation is a tax-exempt non-profit organization; therefore, no provision or liability for federal income taxes has been included in the financial statements. The Foundation believes that its tax position regarding its status as a tax-exempt organization will remain significantly unchanged within the next twelve months. While the Foundation is not aware of any tax examinations being conducted, tax years 2008 - 2010 remain subject to examination by the United States Internal Revenue Service. |
| Part XII, Line 4b - Other Adjustments: | Basis of Disposed Equipment -1794114. | |
| Part XIII, Line 2d - Other Adjustments: | Basis of Disposed Equipment 1794114. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (9 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | Research | 39443977 |
| East Asia and the Pacific | 0 | 0 | Program Services | Research | 89712 |
| Europe | 0 | 0 | Program Services | Research | 534372 |
| Middle East and North Africa | 0 | 0 | Program Services | Research | 11963 |
| North America | 0 | 0 | Program Services | Research | 416913 |
| South America | 0 | 0 | Program Services | Research | 3000 |
| South Asia | 0 | 0 | Program Services | Research | 23864 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Research | 110606 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Research | 370000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 40634407 | SubtotalAmountSpent |
| Cont Amount Spent | 370000 | ContAmountSpent |
| Total Amount Spent | 41004407 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (35 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|
| Central America and the Caribbean | Scientific and engineering research and research related activities. | 39416665 | Wire | N/A | N/A |
| Sub-Saharan Africa | Scientific and engineering research and research related activities. | 278000 | Wire | N/A | N/A |
| Europe | Scientific and engineering research and research related activities. | 168278 | Check | N/A | N/A |
| North America | Scientific and engineering research and research related activities. | 98700 | Check | NA | N/A |
| Sub-Saharan Africa | Scientific and engineering research and research related activities. | 92000 | Wire | N/A | N/A |
| Europe | Scientific and engineering research and research related activities. | 68599 | Wire | N/A | N/A |
| North America | Scientific and engineering research and research related activities. | 64160 | Wire and Check | N/A | N/A |
| East Asia and the Pacific | Scientific and engineering research and research related activities. | 63192 | Check | N/A | N/A |
| North America | Scientific and engineering research and research related activities. | 56649 | Wire and Check | N/A | N/A |
| North America | Scientific and engineering research and research related activities. | 50158 | Check | N/A | N/A |
| North America | Scientific and engineering research and research related activities. | 50068 | Check | N/A | N/A |
| Europe | Scientific and enginering research and research related activities. | 45178 | Check | N/A | N/A |
| North America | Scientific and engineering research and research related activities. | 39344 | Check | N/A | N/A |
| Europe | Scientific and engineering research and research related activities. | 38500 | Wire | N/A | N/A |
| Sub-Saharan Africa | Scientific and engineering research and research related activities. | 37406 | Wire | N/A | N/A |
| Sub-Saharan Africa | Scientific and engineering research and research related activities. | 32737 | Wire | N/A | N/A |
| Central America and the Caribbean | Scientific and engineering research and research related activities. | 27223 | Check | N/A | N/A |
| Sub-Saharan Africa | Scientific and engineering research and research related activities. | 24553 | Wire | N/A | N/A |
| Europe | Scientific and engineering research and research related activities. | 19200 | Wire | N/A | N/A |
| East Asia and the Pacific | Scientific and engineering research and research related activities. | 17997 | Wire | N/A | N/A |
| South Asia | Scientific and engineering research and research related activities. | 16200 | Wire | N/A | N/A |
| Sub-Saharan Africa | Scientific and engineering research and research related activities. | 15910 | Wire and Check | N/A | N/A |
| Europe | Scientific and engineering research and research related activities. | 15149 | Wire | N/A | N/A |
| Europe | Scientific and engineering research and research related activities. | 11328 | Wire and Check | N/A | N/A |
| Europe | Scientific and engineering research and research related activities. | 10150 | Wire | N/A | N/A |
| Europe | Scientific and engineering research and research related activities. | 9600 | Check | N/A | N/A |
| Europe | Scientific and engineering research and research related activities. | 8704 | Check | N/A | N/A |
| North America | Scientific and engineering research and research related activities. | 8496 | Wire | N/A | N/A |
| Europe | Scientific and engineering research and research related activities. | 6955 | Wire | N/A | N/A |
| Europe | Scientific and engineering research and research related activities. | 6112 | Check | N/A | N/A |
| Europe | Scientific and engineering research and research related activities. | 5846 | Wire | N/A | N/A |
| South Asia | Scientific and engineering research and research related activities. | 5793 | Wire | N/A | N/A |
| Europe | Scientific and engineering research and research related activities. | 5777 | Wire | N/A | N/A |
| Europe | Scientific and engineering research and research related activities. | 5276 | Wire | N/A | N/A |
| Europe | Scientific and engineering research and research related activities. | 5095 | Wire | N/A | N/A |
Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| Scientific Research | North America | 1 | 18900 | Wire | N/A | N/A |
| Scientific Research | Europe | 1 | 6850 | Check | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Leo Paterra | |||||||||||||
| 200092 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 23280 | 0 | 223372 | 0 | 0 | 0 |
| Linda Woodman | |||||||||||||
| 148749 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 19015 | 0 | 167764 | 0 | 0 | 0 |
| Steven Garrett | |||||||||||||
| 139146 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 26552 | 0 | 165698 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See explanation below | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sharing Of Revenues | 0 | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Schedule L, Part IV, Column a: | Identifier |
| Explanation | No information is required to be reported on Schedule L, Part IV because it falls below the reporting thresholds. The other entity is a wholly owned subsidiary and no additional remuneration is given. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 6 | In accordance with Section 4.4 of the Bylaws, members of the Board of Trustees are elected by the vote of the Councilors (Members). Section 2.1 of the Bylaws states that membership in the Foundation consists of not more than 100 individuals called Councilors. | |
| Form 990, Part VI, Section A, line 7a | In accordance with Section 4.4 of the Bylaws, members of the Board of Trustees are elected by the vote of the Councilors (Members). Section 2.1 of the Bylaws states that membership in the Foundation consistes of not more than 100 individuals called Councilors. The term "councilor" as used in the Articles of Incorporation and Bylaws of the Foundation has the same meaning as the term "member" as used in the Texas Business Organizations Code. | |
| Form 990, Part VI, Section B, line 11 | Copies of the Form 990 are provided to the Audit Committee, which has been appointed by the Board to provide oversight. The Audit Committee reviews the form and discusses it with the CPAs responsible for preparing the return. | |
| New trustees, officers, and key personnel must complete and sign the conflict of interest disclosure form. Any change in circumstances that alters the information on a form that was previously submitted must be reported in a timely fashion. At a minimum, each trustee, officer, or key person must submit a new or updated form (with signature) each year. All completed and signed forms are retained by the Corporate Secretary. The Corporate Secretary monitors COI form submissions to verify that all required persons have a current COI form on file. All board and board committee meeting agenda items are reviewed against known conflicts of interest disclosed by board or committee members. Where a conflict of interest has been identified, such member must recuse himself or herself from discussions or voting on the matter, or may be asked to leave the room while the matter is being discussed or voted. All negotiators, buyers, proposal/project administrators are informed of organizations that may be involved in a conflict of interest and must get management approval for any proposed transaction with such organizations. | Form 990, Part VI, Section B, line 12c | |
| The Executive Committee of the Board of Trustees serves as the Compensation Committee for the CEO and the other officers. The compensation arrangement must be approved in advance (before any payment is made) by the Executive Committee composed entirely of individuals who do not have a conflict of interest with respect to the compensation arrangements being reviewed. Determinations utilize comparability data for the fair market value of the compensation in question, such as data documenting compensation levels for similarly qualified individuals in like positions at like organizations. | Form 990, Part VI, Section B, line 15 | |
| The financials and governing documents can be reviewed on the Foundation's website. The conflict of interest policy is available upon request. | Form 990, Part VI, Section C, line 19 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas A&M International Research Foundation Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Harvey Mitchell Pkwy S Ste 300 | AddressLine1 |
| City | College Station | City |
| State | TX | State |
| ZIP Code | 77845 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741238434 | EIN |
| Primary Activities | Scientific and engineering research and research related activities. | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|
| HSC BIZ Inc | |||||||||
| 400 Harvey Mitchell Pkwy S Ste 300 | College Station | TX | 77845 | 261720727 | Scientific and engineering research and research related activities. | TX | N/A | C | 1.00000 |
| Texas Transportation Research Foundation Inc | |||||||||
| 400 Harvey Mitchell Pkwy S Ste 300 | College Station | TX | 77845 | 364557904 | Scientific and engineering research and research related activities. | TX | N/A | C | 1.00000 |
| Texas A&M Research Foundation Services Inc | |||||||||
| 400 Harvey Mitchell Pkwy S Ste 300 | College Station | TX | 77845 | 270215846 | Scientific and engineering research and research related activities. | TX | N/A | C | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Texas A&M International Research Foundation Inc |
| Texas A&M Research Foundation Services Inc |
| HSC BIZ Inc |
| Texas Transportation Research Foundation Inc |