Nonprofit · EIN 74-1999641
THE CULLEN TRUST FOR HIGHER EDUCATION
Tax-exempt · HOUSTON, TX 77027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | -$20,546 | $3,407,149 | -$3,427,695 | $66,474,090 | $0 | $66,474,090 |
| December 31, 2023 | 990 | $186,367 | $2,844,357 | -$2,657,990 | $69,910,673 | $0 | $69,910,673 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- -$31,889
- Net gain from sales of assets
- -$2,866,983
- Other revenue
- $11,343
Expenses
- Grants and similar amounts paid
- $3,031,710
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $17,554
- Accounting fees
- $16,500
- Program services (functional)
- $3,031,710
- Management and general (functional)
- $375,439
Balance sheet and other
- Total assets, start of year
- $69,910,673
- Total assets, end of year
- $66,474,090
- Total liabilities, end of year
- $0
- Net assets, end of year
- $66,474,090
- Publicly traded securities
- $65,111,808
- Net assets without donor restrictions
- $66,474,090
- Gross receipts
- $13,612,861
- Employees
- 0
- Volunteers
- 9
- Year formed
- 1978
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT ARNOLD | TRUSTEE/TREASURER Trustee or director, Officer | 1 | $0 |
| KATIE CULLEN | TRUSTEE Trustee or director | 1 | $0 |
| HUGH ROY MARSHALL JR | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTINE MORENZ | TRUSTEE/VICE CHAIRMAN Trustee or director, Officer | 1 | $0 |
| CORBIN J ROBERTSON JR | TRUSTEE/CHAIRMAN Trustee or director, Officer | 1 | $0 |
| CURTIS HUFF | TRUSTEE Trustee or director | 1 | $0 |
| DR ROBERT B SLOAN JR | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS CRAGG | TRUSTEE Trustee or director | 1 | $0 |
| JOLIE HOWARD | SECRETARY Officer | 1 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT ARNOLD | TRUSTEE/TREASURER Trustee or director, Officer | 0 | $0 |
| KATIE CULLEN | TRUSTEE Trustee or director | 0 | $0 |
| HUGH ROY MARSHALL JR | TRUSTEE Trustee or director | 0 | $0 |
| CHRISTINE MORENZ | TRUSTEE/VICE CHAIRMAN Trustee or director, Officer | 0 | $0 |
| CORBIN J ROBERTSON JR | TRUSTEE/CHAIRMAN Trustee or director, Officer | 0 | $0 |
| CURTIS HUFF | TRUSTEE Trustee or director | 0 | $0 |
| DR ROBERT B SLOAN JR | TRUSTEE Trustee or director | 0 | $0 |
| CHRIS CRAGG | TRUSTEE Trustee or director | 0 | $0 |
| JOLIE HOWARD | SECRETARY Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 515 POST OAK BLVD 1000, HOUSTON, TX 77027-9482
- In care of
- % ROBERT M HOPSON
- Principal officer (990 for 2024)
- CORBIN J ROBERTSON JR, 515 POST OAK BLVD 1000, HOUSTON, TX 77027
- Signed the 990
- CORBIN J ROBERTSON JR, TRUSTEE/CHAIRMAN
- Phone
- (713) 333-2200
- Return prepared by
- HARPER & PEARSON COMPANY PC
Mission
SUPPORT INSTITUTIONS OF HIGHER EDUCATION.
Program accomplishments
- THE TRUST WAS CREATED FOR CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES AND IS ADMINISTERED SOLELY FOR BENEFIT OF INSTITUTIONS OF HIGHER EDUCATION WITHIN THE STATE OF TEXAS, PRIMARILY THOSE LOCATED WITHIN GREATER HOUSTON. THE TRUSTEES HAVE THE DISCRETION TO PROVIDE FINANCIAL ASSISTANCE TO ANY OR ALL OF THE SUPPORTED ORGANIZATIONS.Expenses $3,031,710 · grants $3,031,710
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 74-1999641
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1979
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B120)
- Assets (IRS master file)
- $66,474,090
- Income (IRS master file)
- $13,612,861
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | -$20,546 | $3,407,149 | $66,474,090 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $186,367 | $2,844,357 | $69,910,673 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $2,402,134 | $3,497,115 | $72,454,705 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-1999641).
Questions about THE CULLEN TRUST FOR HIGHER EDUCATION
- What is the EIN of THE CULLEN TRUST FOR HIGHER EDUCATION?
- The employer identification number (EIN) of THE CULLEN TRUST FOR HIGHER EDUCATION is 74-1999641.
- Is THE CULLEN TRUST FOR HIGHER EDUCATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to THE CULLEN TRUST FOR HIGHER EDUCATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does THE CULLEN TRUST FOR HIGHER EDUCATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE CULLEN TRUST FOR HIGHER EDUCATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE CULLEN TRUST FOR HIGHER EDUCATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE CULLEN TRUST FOR HIGHER EDUCATION?
- The 990 for the year ended December 31, 2024 names CORBIN J ROBERTSON JR.
- Who are the officers and directors of THE CULLEN TRUST FOR HIGHER EDUCATION?
- The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does THE CULLEN TRUST FOR HIGHER EDUCATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of -$20,546, expenses of $3,407,149 and total assets of $66,474,090 at year end.
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