2025-03-24T14:47:41-04:00 2024-11-30 741249829 ROLOFF HNATEK AND CO LLP 101 W GOODWIN AVE SUITE 600 VICTORIA TX 77901 990PF 2023-12-01 746076961 MG AND LILLIE A JOHNSON FOUNDATION INC MG&L 3615757970 PO BOX 2269 VICTORIA TX 77902 ROBERT L HALEPESKA EXECUTIVE V.P. 3615757970 2024-03-20 true CHRISTOPHER L CULAK P00159101 3615782915 2025-03-24 X 2023 2025-03-06 01:10:19Z X 225036590 X X 4325705 4325705 4325705 72208 72208 72208 72208 2545132 113498660 2545132 7126402 7126402 7126402 14069447 14069447 11524315 272271 272271 40000 40000 17461 14401 3060 15485 15485 439528 439528 454450 275034 22646 22646 10444 10444 147121 137950 9171 1419406 1161830 78160 10029941 10029941 11449347 1161830 10108101 2620100 12907617 11524315 200000 200000 200000 6205911 8408727 8408727 12527500 12587780 89133053 51789842 137685874 21372772 24145534 23644358 22490652 32517952 2693142 14888 2678254 2678254 9991899 27003 119616993 122240509 225036590 3416 3416 X 119616993 122237093 119616993 122237093 119616993 122240509 119616993 2620100 122237093 122237093 PUBLICLY TRADED SECURITIES P 113431371 110953528 2477843 2477843 2545132 179416 179416 179416 176000 176000 3416 false false false false false false false true true true false false false false true MGLAJOHNSONFOUNDATION.COM ROBERT L HALEPESKA 3615757970 PO BOX 2269 101 W GOODWIN AVENUE SUITE 905 VICTORIA TX 77902 false false false false true false false false false false false false false false false false false false false false false ROBERT L HALEPESKA PO BOX 2269 101 W GOODWIN AVENUE SUITE 905 VICTORIA TX 77902 EXECUTIVE V. 000.00 272271 0 0 MH BROCK PO BOX 1208 GANADO TX 779621208 TRUSTEE 000.00 0 0 0 DENNIS SIMONS PO BOX 309 EDNA TX 77957 SECRETARY/TR 000.00 0 0 0 ROSEMARY RUST 616 BOB-O-LINK LANE WHARTON TX 77488 TRUSTEE 000.00 0 0 0 RUSSELL MARSHALL 6017 COUNTRY CLUB DRIVE VICTORIA TX 77904 CHAIRMAN 000.00 0 0 0 JAMES BOULIGNY 1306 AVENUE K EL CAMPO TX 77437 VICE-CHAIRMA 000.00 0 0 0 TERRELL MULLINS 1423 ANDOVER COURT COLLEGE STATION TX 77845 TRUSTEE 000.00 0 0 0 LUIS GUERRA 506 MASTERS DRIVE VICTORIA TX 77904 TRUSTEE 000.00 0 0 0 NONE UBS FINANCIAL SERVICES INC 15958 CITY WALK 240 SUGARLAND TX 774796584 INV. ADVICE 166309 PROSPERITY BANK TRUST DEPARTMENT 101 S MAIN VICTORIA TX 77901 INV. ADVICE 87150 WELLS FARGO BANK NA 10999 W IH-10 SUITE 500 SAN ANTONIO TX 78230 INV. ADVICE 86204 SATHER FINANCIAL GROUP 120 E CONSTITUTION VICTORIA TX 77901 INV. ADVICE 56487 N/A 196891524 6739931 37431219 241062674 241062674 3615940 237446734 11872337 11872337 179416 179416 11692921 11692921 11692921 10108101 10108101 11692921 9591272 10108101 9591272 516829 11176092 MG AND LILLIE A JOHNSON FOUND ROBERT L HALEPESKA PO BOX 2269 VICTORIA TX 77902 3615757970 M.G. & LILLIE A. JOHNSON FOUNDATION C/O: ROBERT HALEPESKA P.O. BOX 2269 VICTORIA, TX 77902 361-575-7970 GRANT APPLICATIONS MUST BE SUBMITTED IN WRITING, SHOULD INCLUDE BIOGRAPHICAL INFORMATION ABOUT THE PROSPECTIVE GRANTEE AND MUST INCLUDE SATISFACTORY EVIDENCE TO ASSURE OUR TRUSTEES THAT THE APPLICANT IS A QUALIFIED ORGANIZATION TO WHICH THE JOHNSON FOUNDATION MAY PROVIDE FUNDS IN ACCORDANCE WITH PERTINENT INTERNAL REVENUE SERVICE CODE SECTIONS AND REGULATIONS. THE APPLICANT SHOULD ALSO SPECIFY THE AMOUNT OF FUNDS REQUESTED, THE INTENDED USE OF THE FUNDS AND THE ANTICIPATED LENGTH OF TIME WITHIN WHICH THE FUNDS WILL BE EXPENDED. 30 DAYS PRIOR TO THE MEETING DATE(S) OF THE TRUSTEES GENERALLY PREFER TO CONFINE FUNDING TO HEALTH CARE OR HIGHER EDUCATION RELATED GRANTEES. SEE STATEMENT 11 SEE STATEMENT 11 SEE ATTACHED STATEMENT SEE ATTACHED STMT SEE ATTACHED STMT SEE ATTACH STMT TX 77901 SEE ATTACHED STATEMENT 10029941 10029941 14 4325705 16 72208 2545132 OIL & GAS ROYALTIES 15 6857623 OTHER INCOME 16 268779 11524315 2545132 14069447 false false false false false false false false false false INDIRECT ACCOUNTING FEES 15485 15485 UBS FINANCIAL SERVICES INC INVESTMENT ADVICE PROSPERITY BANK TRUST DEPARTMENT INVESTMENT ADVICE WELLS FARGO BANK NA INVESTMENT ADVICE SATHER FINANCIAL GROUP INVESTMENT ADVICE CORPORATE BONDS 24145534 23644358 CORPORATE STOCK 51789842 137685874 12527500 12587780 MUTUAL FUNDS/ETFS AT COST 19146988 29517209 REAL ESTATE INVESTMENT TRUSTS AT COST 894272 605059 CERTIFICATES OF DEPOSIT AT COST 2449392 2395684 14888 14888 2678254 2678254 9991899 PREPAID EXCISE TAX 27003 EXPENSES DUES 6899 6899 INSURANCE 6975 6975 OFFICE EXPENSE 6923 6923 OTHER OIL & GAS EXPENSES 70793 70793 INVESTMENT EXPENSE 46346 46346 BOARD OF DIRECTORS' MEETINGS 9171 9171 BANK FEES 14 14 OIL & GAS ROYALTIES 6857623 6857623 6857623 OTHER INCOME 268779 268779 268779 INDIRECT OTHER PROFESSIONAL FEES 439528 439528 SEVERANCE TAXES 23788 23788 AD VALOREM 251246 251246 EXCISE TAX 179416