2024-05-10T13:17:16+00:00 2023-06-30 920460586 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2022-07-01 830525761 Rice RE Holdings III RICE 7133484927 6100 Main Street MS-70 Houston TX 770051892 Cindy Melton Vice President 2024-05-10 true Cindy Melton 999009999 ERIC M MCNEIL P00460263 2673303000 2022 2023-04-26 12:10:37Z ALLISON K THACKER 6100 MAIN STREET MS-91 HOUSTON TX 770051892 9125051 false X N/A X 2017 TX TO SUPPORT WILLIAM MARSH RICE UNIVERSITY EIN 74-1109620 3 1 0 0 0 0 0 0 0 -1557428 -7042719 -1557428 -7042719 0 0 0 0 0 14826446 1034451 14826446 1034451 -16383874 -8077170 190184069 157456946 4584913 5445298 185599156 152011648 TO SUPPORT WILLIAM MARSH RICE UNIVERSITY EIN 74-1109620 false false TITLE HOLDING COMPANY FOR REAL ESTATE HELD FOR THE BENEFIT OF WILLIAM MARSH RICE UNIVERSITY, AN IRC SECTION 501(C)(3) ORGANIZATION. 0 false false false false false false false false true false false false true false false true false false false false false false false false false false false true false false false false false false false false false false true true false false true 60 0 true 0 false false false false false false false false X 3 1 false false false false false true false true false false false true true true true true true true true false X Bradley W Fralic 7133484927 6100 Main Street MS-70 Houston TX 770051892 Allison Thacker Director, President 1.0 47.0 X X 0 1010215 68180 Asuka Nakahara Director 1.0 3.0 X 0 0 0 Kelly Fox Director 1.0 46.0 X 0 305694 24974 Cindy Melton Vice President & Treasurer 1.0 46.0 X 0 462061 76204 Claire Nelson Vice President 1.0 45.0 X 0 249486 67894 Joseph Davidson Assistant Secretary 1.0 44.0 X 0 352538 68819 Larry Perez Vice President 1.0 45.0 X 0 227197 55379 Omar Syed Secretary 1.0 49.0 X 0 164676 5828 Veta Byrd-Perez Assistant Secretary 1.0 46.0 X 0 227990 58543 Richard Zansitis Former Secretary 0.0 40.0 X 0 225368 35557 Ronald Long Former Vice President & Treasurer 0.0 40.0 X 0 108912 3663 0 3334137 465041 0 true true false Iron Horse 4200 Montrose Blvd Suite 500 Houston TX 77006 Construction 3311622 Transwestern Commercial SVCS LLC 11720 Katy Freeway Suite 400 Houston TX 77079 Management 965214 Whelan Security Co PO Box 843886 Kansas City MO 64184 Security 499707 Pritchard Industries Southwest Inc 4040 Directors Row Houston TX 77092 Janitorial 289111 Garrison Construction 9601 Katy Freeway suite 440 Houston TX 77024 Construction 254495 14 0 0 0 0 0 0 9125051 16167770 -7042719 0 -7042719 -7042719 0 0 0 0 0 0 0 0 0 -7042719 0 0 -7042719 564012 35220 10470 Property tax 300608 Maintenance 104680 Utility & Other 19461 0 1034451 4401185 6404062 900000 900000 0 0 0 0 150096571 0 184826571 150096571 0 0 56313 56313 190184069 157456946 138243 998629 0 0 4446670 4446669 4584913 5445298 X 185599156 152011648 185599156 152011648 190184069 157456946 X -8077170 -62112919 36602581 X false true X false false 8119705 8119705 141976866 141976866 150096571 Cash interfund 4446669 4446669 false true false Allison Thacker Director, President 0 970215 0 0 0 40000 0 29250 0 38930 0 1078395 0 0 Kelly Fox Director 0 293493 0 0 0 12201 0 11667 0 13307 0 330668 0 0 Cindy Melton Vice President & Treasurer 0 289753 0 126000 0 46308 0 38400 0 37804 0 538265 0 0 Joseph Davidson Assistant Secretary 0 302538 0 50000 0 0 0 38400 0 30419 0 421357 0 0 Claire Nelson Vice President 0 246968 0 0 0 2518 0 32400 0 35494 0 317380 0 0 Veta Byrd-Perez Assistant Secretary 0 208423 0 0 0 19567 0 22001 0 36542 0 286533 0 0 Larry Perez Vice President 0 227197 0 0 0 0 0 28830 0 26549 0 282576 0 0 Omar Syed Secretary 0 160426 0 0 0 4250 0 5000 0 828 0 170504 0 0 Richard Zansitis Former Secretary 0 212011 0 0 0 13357 0 20240 0 15317 0 260925 0 0 Ronald Long Former Vice President & Treasurer 0 99552 0 0 0 9360 0 1667 0 1996 0 112575 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FOLLOWING OFFICER(S), DIRECTOR(S), TRUSTEE(S), KEY EMPLOYEE(S) AND/OR HIGHEST COMPENSATED EMPLOYEES PARTICIPATED IN OR RECEIVED PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN CALENDAR YEAR 2022, SUBJECT TO SATISFYING VESTING CONDITIONS RELATED TO CONTINUING SERVICE TO THE UNIVERSITY. AWARD AMOUNTS THAT MAY OR MAY NOT HAVE VESTED ARE SHOWN BELOW. AMOUNTS THAT BECAME TAXABLE DURING THE YEAR DUE TO VESTING OR DISTRIBUTION ARE INCLUDED IN PART II, COLUMN B (III). ACCRUALS FOR AWARDS THAT HAVE NOT VESTED ARE INCLUDED IN THE AMOUNTS SHOWN IN PART II, COLUMN C. KELLY FOX: $11,667 ACCRUAL FOR AWARDS NOT YET VESTED. OMAR SYED: $5,000 ACCRUAL FOR AWARDS NOT YET VESTED Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE BOARD OF WILLIAM MARSH RICE UNIVERSITY EIN 74-1109620, A RELATED ORGANIZATION, ELECTS OR APPOINTS ALL THE MEMBERS OF THE GOVERNING BODY. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body THE GOVERNING BODY HAS THE AUTHORITY TO CREATE COMMITTEES, BUT THEY HAVE NOT DONE SO AS OF JUNE 30, 2023. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM IS PREPARED BY STAFF IN THE CONTROLLER'S OFFICE OF WILLIAM MARSH RICE UNIVERSITY EIN 74-1109620. IT IS REVIEWED BY THE PRICEWATERHOUSECOOPERS TAX TEAM, RICE RE HOLDINGS III OFFICERS AND THE CONTROLLER OF RICE UNIVERSITY PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy THE GENERAL COUNSEL OF WILLIAM MARSH RICE UNIVERSITY EIN 74-1109620 CIRCULATES THE COI POLICY AND FORM TO THE OFFICERS AND DIRECTORS OF RICE RE HOLDINGS III AND REPORTS THE RESULTS TO THE RICE RE HOLDINGS III BOARD ON AN ANNUAL BASIS. Form 990, Part VI, Line 15a Process to establish compensation of top management official BOARD MEMBERS WHO ARE ALSO TRUSTEES OF WILLIAM MARSH RICE UNIVERSITY EIN 74-1109620 RECEIVE NO COMPENSATION. RICE RE HOLDINGS III HAS NO EMPLOYEES, AND ALL SERVICES FOR RICE RE HOLDINGS III ARE PERFORMED BY THE EMPLOYEES OF WILLIAM MARSH RICE UNIVERSITY. COMPENSATION FOR THOSE INDIVIDUALS WHO ARE BOARD MEMBERS OR OFFICERS OF RICE RE HOLDINGS III AND OFFICERS OF WILLIAM MARSH RICE UNIVERSITY IS DETERMINED ACCORDING TO PROCEDURES SET BY THE COMPENSATION AND ORGANIZATIONAL DEVELOPMENT COMMITTEE (CORD) OF THE BOARD OF TRUSTEES OF WILLIAM MARSH RICE UNIVERSITY WHOSE DELIBERATIONS AND DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED. THE COMPENSATION FOR THOSE INDIVIDUALS WHO ARE OFFICERS OF RICE RE HOLDINGS III BUT NOT OFFICERS OF WILLIAM MARSH RICE UNIVERSITY IS SET IN ACCORDANCE WITH UNIVERSITY SALARY ADMINISTRATION GUIDELINES. Form 990, Part VI, Line 15b Process to establish compensation of other employees SEE RESPONSE AT FORM 990, PART VI, SECTION B, LINE 15A Form 990, Part VI, Line 19 Required documents available to the public FORM 990 IS AVAILABLE UPON REQUEST. RICE RE HOLDINGS III DOES NOT PRODUCE SEPARATE AUDITED FINANCIAL STATEMENTS. THE CONSOLIDATED FINANCIAL STATEMENTS OF WILLIAM MARSH RICE UNIVERSITY EIN 74-1109620, WHICH INCLUDES RICE RE HOLDINGS III , ARE AVAILABLE ON ITS WEBSITE. THE ARTICLES OF INCORPORATION ARE FILED WITH THE STATE AND ARE PUBLICLY AVAILABLE. WILLIAM MARSH RICE UNIVERSITY'S SUBSIDIARIES FOLLOW THE UNIVERSITY'S CONFLICT OF INTEREST POLICY WHICH IS AVAILABLE ON THE UNIVERSITY'S WEBSITE. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Additional Paid in Capital and Transfer - 36602581; FORM 990, PART V, LINE 16 - SECTION 4968 EXCISE TAX THE ORGANIZATION IS A CONTROLLED RELATED ENTITY OF AN EDUCATIONAL INSTITUTION (WILLIAM MARSH RICE UNIVERSITY EIN 74-1109620) WHICH IS SUBJECT TO THE SECTION 4968 EXCISE TAX ON NET INVESTMENT INCOME. AS SUCH, THE ORGANIZATION'S NET INVESTMENT INCOME FOR THIS FISCAL YEAR WILL BE REPORTED ON AND COMBINED WITH WILLIAM MARSH RICE UNIVERSITY'S 6/30/2023 YEAR-END FORM 4720 SCHEDULE O. 401 Richmond LLC 6100 Main Street Houston TX 77005 830919725 Real Estate TX -208243 961251 Rice RE Holdings III 4101 San Jacinto LLC 6100 Main St Houston TX 77005 830975404 Real Estate TX -14414 -145282 Rice RE Holdings III 4201 Caroline LLC 6100 Main Street Houston TX 77005 830908340 Real Estate TX 61336 -368365 Rice RE Holdings III 4200 Fannin LLC 6100 Main Street Houston TX 77005 852400340 Real Estate TX -10455 19043342 Rice RE Holdings III 4403 Fannin LLC 6100 Main Street Houston TX 77005 830859753 Real Estate TX -5998 642891 Rice RE Holdings III 4411 Fannin LLC 6100 Main Street Houston TX 77005 830873325 Real Estate TX -22434 652609 Rice RE Holdings III 4510 S Main LLC 6100 Main Street Houston TX 77005 830890165 Real Estate TX -63429 -44867 Rice RE Holdings III 4115 Caroline LLC 6100 Main Street Houston TX 77005 832022905 Real Estate TX -20865 133752 Rice RE Holdings III 4001 S Main LLC 6100 Main Street Houston TX 77005 833030141 Real Estate TX -123437 -34049 Rice RE Holdings III 4400 San Jacinto LLC 6100 Main Street Houston TX 77005 833054345 Real Estate TX -44081 200607 Rice RE Holdings III 4102 Caroline LLC 6100 Main Street Houston TX 77005 833370492 Real Estate TX -144045 -203102 Rice RE Holdings III 4109 Caroline LLC 6100 Main Street Houston TX 77005 834001603 Real Estate TX -16960 -105760 Rice RE Holdings III Ion Houston LLC 6101 Main Street Houston TX 77005 843544072 Real Estate TX -6943050 89089091 Rice RE Holdings III Ion District Management Services LLC 6100 Main Street Houston TX 77005 931506295 Real Estate TX -468107 21140 Rice RE Holdings III 4200 San Jacinto LLC 6100 Main Street Houston TX 77005 852420905 Real Estate TX -52990 0 Rice RE Holdings III William Marsh Rice University 6100 Main Street Houston TX 77005 741109620 University TX 501(c)(3) 2 None false Rice Land Lumber Co 6100 Main Street Houston TX 77005 746045400 Timber holding company LA 501(c)(2) William Marsh Rice University false RU Corporation 6100 Main Street Houston TX 77005 746081393 Real estate title holding TX 501(c)(2) William Marsh Rice University false Rice Trust Inc 6100 Main Street Houston TX 77005 741698122 Trust company TX 501(c)(4) William Marsh Rice University false THE CENTER FOR COLLABORATIVE RESEARCH INC 6100 Main Street Houston TX 77005 383751177 Type 1 supporting organization TX 501(c)(3) Type I William Marsh Rice University false Rice RE Holdings I 6100 Main St Houston TX 77005 830537542 Real estate title holding TX 501(c)(25) William Marsh Rice University false Rice RE Holdings II 6100 Main Street Houston TX 77005 830555733 Real estate title holding TX 501(c)(25) William Marsh Rice University false Rice RE Holdings IV 6100 Main Street Houston TX 77005 830573199 Real estate title holding TX 501(c)(25) William Marsh Rice University false RICE 360 INSTITUTE FOR GLOBAL HEALTH 6100 Main Street Houston TX 77005 841923490 Type 1 supporting organization TX 501(c)(3) Type I William Marsh Rice University false WMR ACME I LLC 2227 60th Avenue SE Mercer Island WA 98040 611779912 Real estate DE William Marsh Rice University Excluded false false WMR ACME II LLC 2227 60th Avenue SE Mercer Island WA 98040 320568534 Real estate DE William Marsh Rice University Excluded false false WMR ACME III LLC 7417 W MERCER WAY Mercer Island WA 98040 842798588 Real estate DE William Marsh Rice University Excluded false false WMR Redcar I LLC PO Box 531847 Los Angeles CA 90053 474181408 Real estate DE William Marsh Rice University Excluded false false WMR Redcar II LLC PO Box 531847 Los Angeles CA 90053 812828751 Real estate DE William Marsh Rice University Excluded false false WMR Falcon Ridge LLC (final) 3601 Minnesota Drive Suite 510 Bloomington MN 55435 820650932 Real estate DE Willliam Marsh Rice University Excluded false false WMRBNA II GP 1033 Demonbreun Suite 600 Nashville TN 37203 814219211 Real estate TN William Marsh Rice University Excluded false false WMRBNA Fund III Holdings LLC 1033 Demonbreun Suite 600 Nashville TN 37203 822127638 Real estate DE William Marsh Rice University Excluded false false WMRBNA Fund IV 1033 Demonbreun Suite 600 Nashville TN 37203 883587713 Real estate TN William Marsh Rice University Excluded false false WMR White Star LLC 16192 Coastal Highway Lewes DE 19958 825471150 Real estate DE WMR White Star Holdings LLC Excluded false false WMR White Star II LLC 16192 Coastal Highway Lewes DE 19958 833118340 Real estate DE WMR White Star Holdings LLC Excluded false false Amador R Partners LP 5060 Canyon Crest Dr San Ramon CA 94582 384057107 Alternative investment DE William Marsh Rice University Unrelated false false LVA4 Co-Investment III LP 712 Main Street Suite 2500 Houston TX 77002 475564692 Alternative investment DE William Marsh Rice University Excluded false false LVA5 Co-Investment III LP 712 Main Street Suite 2500 Houston TX 77002 832884573 Alternative investment DE William Marsh Rice University Excluded false false Mercury Affiliates XV LLC 3737 Buffalo Speedway Suite 1750 Houston TX 77098 881334087 Alternative investment DE William Marsh Rice University Excluded false false BOREALIS STRATEGIC CAPITAL PARTNERS MASTER FUND I LP C/O BOREALIS STRATEGIC CAPITAL GENE 190 S LASALLE ST SUITE 570 CHICAGO IL 60603 981405349 Alternative investment CJ Borealis Strategic Capital Partners Offshore Fund I LP Excluded false false BOREALIS STRATEGIC CO-INVESTMENT FUND IP LP C/O BOREALIS STRATEGIC CAPITAL GENE 190 S LASALLE ST SUITE 570 CHICAGO IL 60603 981472668 Alternative investment CJ Borealis Strategic Co-Investment Fund IC LP Excluded false false WMR White Star Holdings LLC c/o Rice University 6100 Main St Houston TX 77005 981464842 Holding company CJ William Marsh Rice University C Corporation false Borealis Strategic Capital Partners Offshore Fund I LP C/O BOREALIS STRATEGIC CAPITAL GENE 190 S LASALLE ST SUITE 570 CHICAGO IL 60603 981405622 Alternative investment CJ William Marsh Rice University C Corporation false Borealis Strategic Capital Partners Offshore Fund II LP C/O BOREALIS STRATEGIC CAPITAL GENE 190 S LASALLE ST SUITE 570 CHICAGO IL 60603 981605094 Alternative investment CJ William Marsh Rice University C Corporation false Borealis Strategic Co-Investment Fund IC LP C/O BOREALIS STRATEGIC CAPITAL GENE 190 S LASALLE ST SUITE 570 CHICAGO IL 60603 981472369 Alternative investment CJ William Marsh Rice University C Corporation false Rice Global Paris (fka Rice School of Architecture Paris) Education FR William Marsh Rice University C Corporation false Charitable Remainder Trust (1) 6100 Main St Houston TX 77005 Support CA NA Trust false Charitable Remainder Trusts (49) 6100 Main St Houston TX 77005 Support TX NA Trust false false false true false false false false false false false false false false true true false false true false