2025-05-13T12:38:39+00:00 2024-06-30 920460586 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2023-07-01 741698122 Rice Trust Inc RICE 7133480000 6100 Main Street MS-70 Houston TX 770051892 Amy Nelson President 2025-05-13 true ERIC M MCNEIL P00460263 2673303000 2025-05-13 2023 2025-03-06 01:10:19Z Amy Nelson 6100 Main Street MS-70 Houston TX 770051892 733992 false X N/A X 1971 TX TO SUPPORT WILLIAM MARSH RICE UNIVERSITY EIN 74-1109620 5 0 0 0 0 0 0 0 162757 219335 257280 311547 420037 530882 0 0 0 0 0 276654 362530 276654 362530 143383 168352 4140899 4537470 5165 5660 4135734 4531810 TO SUPPORT WILLIAM MARSH RICE UNIVERSITY EIN 74-1109620 false false 298297 311547 RICE TRUST INC. SERVES AS A TRUSTEE FOR CHARITABLE REMAINDER TRUSTS WHICH ULTIMATELY BENEFIT WILLIAM MARSH RICE UNIVERSITY, AN IRC SECTION 501(C)(3) ORGANIZATION. 298297 false false false false false false false true false false true false false false 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 false false false true false false true 0 0 0 false false false false false false false false X 5 0 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 Amy Nelson Director, President 10.0 30.0 X X 0 198363 36820 Bradley Fralic Director, Chair 1.0 40.0 X X 0 289929 60563 Cindy Melton Director, Treasurer 1.0 43.0 X X 0 516650 82952 Omar Syed Director, Secretary 1.0 49.0 X X 0 490215 51471 Ronica Smucker Director, Vice President 1.0 40.0 X X 0 423530 68242 0 1918687 300048 0 true true false 0 0 0 0 0 0 0 107141 107141 0 0 315304 203110 112194 0 112194 112194 FIDUCIARY INCOME 900099 311547 311547 0 0 0 0 311547 530882 311547 0 219335 21702 21702 30490 30490 0 0 0 0 9390 9390 SALARIES REIMBURSEMENT 269242 269242 MGT. & CUSTODY FEE 29055 29055 OTHER EXP 2651 2651 0 0 0 0 362530 298297 64233 0 98775 18325 4269 9508 0 0 0 0 1 0 0 0 0 4037855 4509636 0 0 0 4140899 4537470 5165 5660 0 0 0 0 5165 5660 X 4135734 4531810 4135734 4531810 4140899 4537470 168352 227724 0 0 0 0 X false true X false false true 37106433 17617689 5462320 49261802 false HIGH QUALITY BONDS 1236586 F Securities 2588186 F REITs 684864 F 4509636 Schedule D, Part IV, Line 1b Agent, trustee, custodian, or other intermediary arrangement RICE TRUST INC. IS THE TRUSTEE FOR THE CHARITABLE REMAINDER AND OTHER TRUSTS DONATED TO RICE UNIVERSITY. false true false false false false false true false Bradley Fralic Director, Chair 0 280990 0 0 0 8939 0 36904 0 23659 0 350492 0 0 Cindy Melton Director, Treasurer 0 332150 0 132000 0 52500 0 41490 0 41462 0 599602 0 0 Amy Nelson Director, President 0 168363 0 0 0 30000 0 22440 0 14380 0 235183 0 0 Ronica Smucker Director, Vice President 0 393530 0 0 0 30000 0 41490 0 26752 0 491772 0 0 Omar Syed Director, Secretary 0 440515 0 30000 0 19700 0 49090 0 2381 0 541686 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 2023, 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. OMAR SYED: $30,000 CURRENT YEAR AWARD; $17,500 ACCRUAL FOR AWARDS NOT YET VESTED. Schedule J, Part I, Line 7 Non-fixed payments CONTRACTS OF CERTAIN INDIVIDUALS INCLUDE PROVISIONS THAT ALLOW THEM TO RECEIVE ADDITIONAL COMPENSATION IF SPECIFIC CRITERIA OR CIRCUMSTANCES ARE MET OR PERFORMANCE THRESHOLDS ARE ACHIEVED. PAYMENTS WERE MADE UNDER SUCH CONTRACTS IN CALENDAR YEAR 2023 TO CINDY MELTON. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE BOARD OF 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, 2024. 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 RICE UNIVERSITY EIN 74-1109620. IT IS REVIEWED BY THE PRICEWATERHOUSECOOPERS TAX TEAM, RTI OFFICERS AND THE CONTROLLER OF RICE UNIVERSITY PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy THE GENERAL COUNSEL OF RICE UNIVERSITY EIN 74-1109620 CIRCULATES THE COI POLICY AND FORM TO THE OFFICERS AND DIRECTORS OF RTI AND REPORTS THE RESULTS TO THE RTI 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 RICE UNIVERSITY EIN 74-1109620 RECEIVE NO COMPENSATION. RTI HAS NO EMPLOYEES, AND ALL SERVICES FOR RTI ARE PERFORMED BY THE EMPLOYEES OF RICE UNIVERSITY. COMPENSATION FOR THOSE INDIVIDUALS WHO ARE BOARD MEMBERS OR OFFICERS OF RTI AND OFFICERS OF RICE UNIVERSITY IS DETERMINED ACCORDING TO PROCEDURES SET BY THE COMPENSATION AND ORGANIZATIONAL DEVELOPMENT COMMITTEE (CORD) OF THE BOARD OF TRUSTEES OF RICE UNIVERSITY WHOSE DELIBERATIONS AND DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED. THE COMPENSATION FOR THOSE INDIVIDUALS WHO ARE OFFICER OF RTI BUT NOT OFFICERS OF 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 FORM 990, PT VI, SECTION B, LINE 15A RESPONSE Form 990, Part VI, Line 19 Required documents available to the public FORM 990 IS AVAILABLE UPON REQUEST. RTI DOES NOT PRODUCE SEPARATE AUDITED FINANCIAL STATEMENTS. THE CONSOLIDATED FINANCIAL STATEMENTS OF RICE UNIVERSITY EIN 74-1109620, WHICH INCLUDES RTI, ARE AVAILABLE ON ITS WEBSITE. THE ARTICLES OF INCORPORATION ARE FILED WITH THE STATE AND ARE PUBLICLY AVAILABLE. RICE UNIVERSITY'S SUBSIDIARIES FOLLOW THE UNIVERSITY'S CONFLICT OF INTEREST POLICY WHICH IS AVAILABLE ON THE UNIVERSITY'S WEBSITE. 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 6/30/2024 YEAR-END FORM 4720 SCHEDULE O. 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 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 III 6100 Main Street Houston TX 77005 830525761 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 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 Artea Secondaries I LP 981766189 Alternative investment JE William Marsh Rice University Excluded false false Mercury Affiliates XIX LLC 3737 BUFFALO SPEEDWAY SUITE 1750 HOUSTON TX 77098 921582702 Alternative investment DE William Marsh Rice University 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 false false false false false false false false false false false true true false false false false