85R9121 CLG-D By: Hinojosa H.B. No. 3488 A BILL TO BE ENTITLED AN ACT relating to authorizing the formation of public benefit corporations. BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: SECTION 1. Section 3.007, Business Organizations Code, is amended by amending Subsection (d) and adding Subsection (e) to read as follows: (d) Notwithstanding Section 2.008 and subject to Section 21.954, a for-profit corporation may include one or more social purposes in addition to the purpose or purposes required to be stated in the corporation's certificate of formation by Section 3.005(a)(3). The corporation may also include in the certificate of formation a provision that the board of directors and officers of the corporation shall consider any social purpose specified in the certificate of formation in discharging the duties of directors or officers under this code or otherwise. (e) Notwithstanding Section 2.008, instead of including in its certificate of formation or amending its certificate of formation to include one or more social purposes as provided by Subsection (d), a for-profit corporation may elect to become a public benefit corporation under Subchapter S, Chapter 21, in the manner provided by this subsection and that subchapter. The certificate of formation of a public benefit corporation must: (1) specify one or more specific public benefits, as defined by Section 21.952, to be promoted by the corporation; and (2) state in its heading that the corporation is a public benefit corporation. SECTION 2. Chapter 21, Business Organizations Code, is amended by adding Subchapter S to read as follows: SUBCHAPTER S. PUBLIC BENEFIT CORPORATIONS Sec. 21.951. LAW APPLICABLE TO PUBLIC BENEFIT CORPORATIONS; FORMATION. (a) A corporation may elect to become a public benefit corporation as provided by Section 3.007(e) that is governed by this subchapter. (b) If a corporation elects to become a public benefit corporation, the corporation is subject to the other provisions of this chapter and other provisions of this code applicable to for-profit corporations. (c) To the extent of a conflict between this subchapter and another provision in this chapter, this subchapter controls. Sec. 21.952. DEFINITIONS. In this subchapter: (1) "Public benefit" means a positive effect, or a reduction of a negative effect, on one or more categories of persons, entities, communities, or interests, other than shareholders in their capacities as shareholders, including effects of an artistic, charitable, cultural, economic, educational, environmental, literary, medical, religious, scientific, or technological nature. (2) "Public benefit corporation" means a for-profit corporation that is formed under Section 3.007(e) and the other applicable provisions of Chapter 3 and is subject to this subchapter. (3) "Public benefit provisions" means the provisions of a certificate of formation contained in the document as specified by Section 3.007(e) and this subchapter. Sec. 21.953. PURPOSE OF PUBLIC BENEFIT CORPORATION; NAME OF CORPORATION. (a) A public benefit corporation is a domestic for-profit corporation that is intended to produce a public benefit or benefits and to operate in a responsible and sustainable manner. (b) To accomplish the purpose of the corporation described by Subsection (a), a public benefit corporation shall be managed in a manner that balances: (1) the shareholders' pecuniary interests; (2) the best interests of those persons materially affected by the corporation's conduct; and (3) the public benefit or benefits specified in the corporation's certificate of formation. (c) The name of the public benefit corporation must contain the words "public benefit corporation," the abbreviation "P.B.C.," or the designation "PBC," which is considered to satisfy the applicable requirements of Chapter 5. Sec. 21.954. CERTAIN AMENDMENTS AND MERGERS; VOTER APPROVAL REQUIRED. (a) Notwithstanding any other provision of this chapter, a corporation that is not a public benefit corporation may not, without the approval of 90 percent of the owners of outstanding shares of each class of shares of the corporation of which there are outstanding shares, whether voting or nonvoting: (1) amend the corporation's certificate of formation to include a specific public benefit; or (2) merge or consolidate with or into another entity if, as a result of the merger or consolidation, the shares in the corporation would become, or be converted into or exchanged for the right to receive, shares or other equity interests in a domestic or foreign public benefit corporation or similar entity. (b) This section does not apply: (1) until the corporation has received payment for any of the corporation's capital stock; or (2) with respect to a nonstock corporation, until the corporation has members. (c) Any shareholder of a corporation that is not a public benefit corporation is entitled to an appraisal of the fair value of the shareholder's shares of stock by a court, if the shareholder: (1) holds shares of the corporation immediately before the effective date of: (A) an amendment to the corporation's certificate of formation to include a specific public benefit authorized by Section 3.007(e); or (B) a merger or consolidation that would result in the conversion of the corporation's shares into or exchange of the corporation's shares for the right to receive shares or other equity interests in a domestic or foreign public benefit corporation or similar entity; and (2) has not: (A) voted in favor of an amendment, merger, or consolidation described by Subdivision (1); or (B) given written consent to the action under the applicable provisions of this code. (d) Notwithstanding any other provision of this chapter, a corporation that is a public benefit corporation may not, without the approval of two-thirds of the owners of outstanding shares of each class of the stock of the corporation of which there are outstanding shares, whether voting or nonvoting: (1) amend the corporation's certificate of formation to delete or amend a provision described by Section 3.007(e)(1) or 21.957(c); or (2) merge or consolidate with or into another entity if, as a result of the merger or consolidation, the shares in the corporation would become, or be converted into or exchanged for the right to receive, shares or other equity interests in a domestic or foreign corporation: (A) that is not a public benefit corporation or similar entity; and (B) the certificate of formation, or similar governing document of which does not contain identical provisions to the provisions containing the public benefit or benefits that are specified in the certificate of formation under Section 3.007(e) or imposing requirements under Section 21.957(c). (e) Notwithstanding any other provision of this section, a nonprofit nonstock corporation may not be a constituent corporation to any merger or consolidation governed by this section. Sec. 21.955. STOCK CERTIFICATES; NOTICES REGARDING UNCERTIFICATED STOCK. (a) A stock certificate issued by a public benefit corporation must note conspicuously that the corporation is a public benefit corporation formed under this subchapter. (b) A notice sent by a public benefit corporation under Section 3.205 must state conspicuously that the corporation is a public benefit corporation formed under Section 3.007(e) and is governed by this subchapter and the other applicable provisions of this code. Sec. 21.956. DUTIES OF DIRECTORS. (a) The board of directors of a public benefit corporation shall manage or direct the business and affairs of the corporation in a manner that balances: (1) the pecuniary interests of the shareholders; (2) the best interests of those persons materially affected by the corporation's conduct; and (3) the specific public benefit or benefits specified in the corporation's certificate of formation. (b) A director of a public benefit corporation does not, by virtue of the public benefit provisions specified in the certificate of formation as provided by Section 3.007(e) or by virtue of the purpose and requirements of Sections 21.953(a) and (b), owe any duty to any person because of: (1) any interest the person has in the public benefit or benefits specified in the certificate of formation; or (2) any interest materially affected by the corporation's conduct. (c) With respect to a decision implicating the balance requirement of Subsection (a), a director of a public benefit corporation is considered to have satisfied the director's fiduciary duties to shareholders and the corporation if the director's decision is both informed and disinterested and a decision that a person of ordinary, sound judgment would approve. (d) The certificate of formation of a public benefit corporation may include a provision that any disinterested failure of a director to satisfy the requirements of this section does not, for the purposes of the applicable provisions of this code, constitute an act or omission not in good faith or a breach of the duty of loyalty. Sec. 21.957. PERIODIC STATEMENTS AND THIRD-PARTY CERTIFICATION. (a) A public benefit corporation shall include in each notice of a meeting of shareholders a statement to the effect that the corporation is a public benefit corporation governed by this subchapter. (b) A public benefit corporation, at least biennially, shall provide to the corporation's shareholders a statement pertaining to the corporation's promotion of the public benefit or benefits specified in the corporation's certificate of formation and promotion of the best interests of those materially affected by the corporation's conduct. The statement must include: (1) the objectives the board of directors has established to promote the public benefit or benefits and interests; (2) the standards the board of directors has adopted to measure the corporation's progress in promoting the public benefit or benefits and interests; (3) objective factual information based on those standards regarding the corporation's success in meeting the objectives for promoting the public benefit or benefits and interests; and (4) an assessment of the corporation's success in meeting the objectives and promoting the public benefit or benefits and interests. (c) The certificate of formation or bylaws of a public benefit corporation may require that the corporation: (1) provide the statement required by Subsection (b) more frequently than biennially; (2) make the statement required by Subsection (b) available to the public; or (3) use a third-party standard in connection with or attain a periodic third-party certification addressing the corporation's promotion of the public benefit or benefits specified in the certificate of formation or the best interests of those persons materially affected by the corporation's conduct. Sec. 21.958. DERIVATIVE SUITS. (a) In this section, "shareholder" means: (1) shareholders of a public benefit corporation that own, individually or collectively, at least two percent of the corporation's outstanding shares; or (2) shareholders of a public benefit corporation the shares of which are listed on a national securities exchange that own the lesser of: (A) the percentage of shares described by Subdivision (1); or (B) shares whose market value is at least $2,000,000. (b) A shareholder of a public benefit corporation may bring a derivative action to enforce compliance with the requirements of Section 21.956(a). Sec. 21.959. NO EFFECT ON OTHER CORPORATIONS. Except as provided by Section 21.954, this subchapter does not apply to a corporation that is not a public benefit corporation. SECTION 3. This Act takes effect September 1, 2017.