JOHN P MCGOVERN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOHN P MCGOVERN FOUNDATION (EIN 74-6053075)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-07
- IRS object ID
- 202402819349100230
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-07T15:16:56-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746053075 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John P McGovern Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 7135245255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Norfolk St 900 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Julia Q Mitchell | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 7135245255 | PhoneNum |
| Signature | 2024-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2024-10-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $125,486,624 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $17,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $950,449 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $950,449 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,680,831 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,680,831 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,268,362 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,448,643 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,268,362 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,899,642 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,899,642 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $382,874 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $76,575 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $306,299 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $107,263 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $21,453 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $85,810 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $70,649 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $14,130 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $56,519 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $64,377 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,095 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $48,282 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $539,721 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $470,844 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $68,877 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $104,342 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,342 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $953 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $238 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $715 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,984 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,497 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,487 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,304,163 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $633,174 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $591,989 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,045,919 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,497,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,350,082 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $633,174 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,088,989 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,549,560 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,266,468 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $257,718 | CashBOYAmt |
| Cash EOY | $831,270 | CashEOYAmt |
| Cash EOYFMV | $831,270 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $35,711,603 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,759,319 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,759,319 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $164,528 | AcctRcvblAmt |
| Acct Rcvbl BOY | $89,303 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $164,528 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $164,528 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $3,690,605 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $12,341,670 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,341,670 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $79,032,073 | CorporateStockBOYAmt |
| Corporate Stock EOY | $43,645,963 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,645,963 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,007,290 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $29,743,874 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $29,743,874 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $119,788,592 | TotalAssetsBOYAmt |
| Total Assets EOY | $125,486,624 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $125,486,624 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $77,820,673 | GrantsPayableBOYAmt |
| Grants Payable EOY | $62,453,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $77,820,673 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $62,453,500 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $41,967,919 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $63,033,124 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,967,919 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,033,124 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $119,788,592 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $125,486,624 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,967,919 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,549,560 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,515,645 | OtherIncreasesAmt |
| Subtotal | $63,033,124 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,033,124 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly traded securities | $53,224,483 | $51,180,281 | $2,044,202 | $2,044,202 |
| Capital gain distributions | $224,026 | $224,026 | $224,026 | |
| Litigation settlement proceeds | $134 | $134 | $134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,268,362 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $73,204 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $73,204 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $73,204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $71,081 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $28,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $99,081 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,877 | OverpaymentAmt |
| Applied To ES Tax | $25,877 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Shelia Lewis | IndividualWithBooksNm |
| Phone | 7135245255 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Norfolk Ste 900 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Kathrine McGovern | ||||||||
| 2211 Norfolk St Ste 900 | Houston | TX | 77098 | President (dec. 12/1/23) | 24.00 | $114,583 | $3,507 | $0 |
| William C Shrader | ||||||||
| 2211 Norfolk St Ste 900 | Houston | TX | 77098 | Vice President | 5.00 | $15,000 | $0 | $0 |
| Julia Mitchell | ||||||||
| 2211 Norfolk St Ste 900 | Houston | TX | 77098 | Secretary | 20.00 | $133,991 | $17,975 | $0 |
| Sheila Lewis | ||||||||
| 2211 Norfolk St Ste 900 | Houston | TX | 77098 | Treasurer | 24.00 | $119,300 | $23,679 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joan Dyan Caldwell | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Norfolk St Ste 900 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Accountant | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $107,263 | CompensationAmt |
| Employee Benefits | $25,488 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS Financial Services Inc | |||||
| 1780 Hughes Landing Blvd | The Woodlands | TX | 77381 | Investment management | $420,425 |
| Insperity Inc | |||||
| 1333 West Loop South 1400 | Houston | TX | 77027 | Professional employer organization services | $86,096 |
| Blazek & Vetterling | |||||
| 2900 Weslayan Ste 200 | Houston | TX | 77027 | Audit and tax compliance services | $51,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $93,128,417 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,706,703 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $164,528 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $121,999,648 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $121,999,648 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,829,995 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $120,169,653 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,008,483 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,008,483 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73,204 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $73,204 | TotalTaxAmt |
| Distributable Before Adj | $5,935,279 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,935,279 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,935,279 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,088,989 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,088,989 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,935,279 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,085,313 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,336,575 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,167,089 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,061,088 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,543,570 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,193,635 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,088,989 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,935,279 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,153,710 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,347,345 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $7,085,313 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,262,032 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,336,575 | ExcessFromYear4Amt |
| Excess From Year3 | $1,167,089 | ExcessFromYear3Amt |
| Excess From Year2 | $1,061,088 | ExcessFromYear2Amt |
| Excess From Year1 | $2,543,570 | ExcessFromYear1Amt |
| Excess From Current Year | $1,153,710 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kathrine McGovern | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Julia Mitchell | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Norfolk St Ste 900 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7135245255 | RecipientPhoneNum |
| Form And Info And Materials | A particular form is not required. the applicant should submit a letter with their request, verification of 501(c)(3) status, a list of Board of Directors, and the annual budget. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | No submission deadline | SubmissionDeadlinesTxt |
| Restrictions On Awards | The foundation is focused on supporting nonprofit organizations that focus on health promotion, family values, the arts, and the enhancement to and preservation of the environment. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (211 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alcohol and Drug Abuse Women's Center | ||||||||||||
| 201 First Street | Galveston | TX | 77550 | N/A | PC | General support | $1,500 | |||||
| Alcohol and Drug Abuse Women's Center | ||||||||||||
| 201 First Street | Galveston | TX | 77550 | N/A | PC | Program support for Kids Grieve Too program | $35,000 | |||||
| Alzheimers Association | ||||||||||||
| 6055 S Loop East | Houston | TX | 77087 | N/A | PC | Program support | $4,000 | |||||
| Amazing Place | ||||||||||||
| 3735 Drexel Drive | Houston | TX | 77027 | N/A | PC | Program support | $25,000 | |||||
| American Diabetes Association - Houston | ||||||||||||
| 2400 Augusta Drive Suite 1751 | Houston | TX | 77057 | N/A | PC | Camp Rainbow program support | $5,000 | |||||
| American Festival for the Arts | ||||||||||||
| 1718A Lubbock Street | Houston | TX | 77007 | N/A | PC | Summer Music Education/Enrichment program | $10,000 | |||||
| American Heart Association Houston Chapter | ||||||||||||
| 10060 Buffalo Speedway | Houston | TX | 77054 | N/A | PC | General support | $25,000 | |||||
| American Heritage Education Foundation | ||||||||||||
| 3100 Weslayan St Ste 375 | Houston | TX | 77027 | N/A | PC | Program support | $30,000 | |||||
| American Leadership Forum | ||||||||||||
| 3101 Richmond Ave Ste 140 | Houston | TX | 77098 | N/A | PC | Jaworski Leadership Awards Dinner | $5,000 | |||||
| American Medical Writers Association - Southwest Chapter | ||||||||||||
| 14906 Flowerwood Dr | Kingwood | TX | 77062 | N/A | PC | Southwest Chapter Conference for the John P. McGovern Award | $5,000 | |||||
| American Red Cross | ||||||||||||
| 2700 Southwest Freeway | Houston | TX | 77001 | N/A | PC | Program support for Houston/Galveston area | $25,000 | |||||
| Annunciation Orthodox School | ||||||||||||
| PO Box 4458 | Houston | TX | 77210 | N/A | PC | Scholarship fund | $5,000 | |||||
| Archway Academy | ||||||||||||
| 6221 Main Street | Houston | TX | 77030 | N/A | PC | Program support | $20,000 | |||||
| Art & Environmental Architecture Inc | ||||||||||||
| 1654 Bonnie Brae | Houston | TX | 77006 | N/A | PC | James Bute Park and Frost Town Historic Site | $1,000 | |||||
| Art & Environmental Architecture Inc | ||||||||||||
| 1654 Bonnie Brae | Houston | TX | 77006 | N/A | PC | Program support | $1,000 | |||||
| Art League Houston | ||||||||||||
| 1953 Montrose Blvd | Houston | TX | 77006 | N/A | PC | General operating support | $35,000 | |||||
| Art on the Avenue | ||||||||||||
| 3517 Irvington Blvd | Houston | TX | 77009 | N/A | PC | Art Event Show | $10,000 | |||||
| Artist Boat | ||||||||||||
| 2627 Avenue O | Galveston | TX | 77550 | N/A | PC | General support | $1,500 | |||||
| Artist Boat | ||||||||||||
| 2627 Avenue O | Galveston | TX | 77550 | N/A | PC | Program support | $25,000 | |||||
| Assistance League of Houston | ||||||||||||
| P O Box 79668 | Houston | TX | 77279 | N/A | PC | Operation School Bell and Celebration of Giving | $25,000 | |||||
| Assistance League of Houston | ||||||||||||
| P O Box 79668 | Houston | TX | 77279 | N/A | PC | General support | $5,000 | |||||
| Association of Fundraising Professionals - Greater Houston Chapter | ||||||||||||
| 2929 Allen Parkway Ste 200 | Houston | TX | 77019 | N/A | PC | National Philanthropy Day Awards Luncheon | $2,500 | |||||
| BakerRipley | ||||||||||||
| 4450 Harrisburg Blvd Suite 200 | Houston | TX | 77011 | N/A | PC | Senior Health and Wellness Program | $65,000 | |||||
| Baylor College of Medicine | ||||||||||||
| One Baylor Plaza | Houston | TX | 77030 | N/A | PC | 2023-24 John P. McGovern Scholars | $150,000 | |||||
| Bayou Preservation Association Inc | ||||||||||||
| 2990 Richmond Ave 500 | Houston | TX | 77098 | N/A | PC | General support | $10,000 | |||||
| Beaumont Independent School District | ||||||||||||
| 3395 Harrison Ave | Beaumont | TX | 77706 | N/A | GOV | Child Nutrition Department support | $5,000 | |||||
| Big Brothers Big Sisters of Greater Houston | ||||||||||||
| 1003 Washington Ave | Houston | TX | 77002 | N/A | PC | General support | $10,000 | |||||
| Bo's Place | ||||||||||||
| 10050 Buffalo Speedway | Houston | TX | 77054 | N/A | PC | Hearts of Hope Luncheon and program support | $25,000 | |||||
| Boy Scouts-Sam Houston Area Council | ||||||||||||
| PO Box 924528 | Houston | TX | 77292 | N/A | PC | 2023 Scout Risk Program (for at risk youth) | $50,000 | |||||
| Boys & Girls Clubs of Greater Houston Inc | ||||||||||||
| 815 Crosby Street | Houston | TX | 77019 | N/A | PC | SMART Moves program support | $30,000 | |||||
| Boys & Girls Country | ||||||||||||
| 18806 Roberts Road | Hockley | TX | 77447 | N/A | PC | Program support | $50,000 | |||||
| Buffalo Bayou Partnership | ||||||||||||
| 1019 Commerce St Ste 200 | Houston | TX | 77002 | N/A | PC | General support | $15,000 | |||||
| Cal Farley's Boys Ranch | ||||||||||||
| 600 SW 11th Ave | Amarillo | TX | 79101 | N/A | PC | Support for 3 existing Independent Living homes and 2 new homes needed | $51,500 | |||||
| Camp For All Foundation | ||||||||||||
| 3701 Kirby Drive Ste 570 | Houston | TX | 77098 | N/A | PC | General support | $25,000 | |||||
| Casa de Esperanza | ||||||||||||
| P O Box 66581 | Houston | TX | 77266 | N/A | PC | General support | $10,000 | |||||
| Casa de Esperanza | ||||||||||||
| P O Box 66581 | Houston | TX | 77266 | N/A | PC | Foster care program | $40,000 | |||||
| Catholic Charities of the Archdiocese of Galv-Houston | ||||||||||||
| PO Box 66508 | Houston | TX | 77266 | N/A | PC | Program support | $10,000 | |||||
| Child Advocates | ||||||||||||
| 3701 Kirby Drive Ste 400 | Houston | TX | 77098 | N/A | PC | General support | $10,000 | |||||
| Child Advocates | ||||||||||||
| 3701 Kirby Drive Ste 400 | Houston | TX | 77098 | N/A | PC | Court Services program | $30,000 | |||||
| Christus Our Daily Bread | ||||||||||||
| 2420 Winnie | Galveston | TX | 77550 | N/A | PC | Program support | $25,000 | |||||
| City Wide Club of America | ||||||||||||
| PO Box 8446 | Houston | TX | 77288 | N/A | PC | Thanksgiving and Christmas Feasts support | $40,000 | |||||
| Coastal Prairie Conservancy | ||||||||||||
| 5615 Kirby Dr Ste 867 | Houston | TX | 77005 | N/A | PC | Program support | $10,000 | |||||
| Communities in Schools Houston | ||||||||||||
| 1235 North Loop West Ste 300 | Houston | TX | 77008 | N/A | PC | General support | $40,000 | |||||
| Community Family Centers | ||||||||||||
| 7524 Avenue E | Houston | TX | 77012 | N/A | PC | J. P. McGovern Community and Sports Recreation Facility | $80,000 | |||||
| Community Family Centers | ||||||||||||
| 7524 Avenue E | Houston | TX | 77012 | N/A | PC | 2023 Funds to help pay the loan for the JPM Community Center; Payment #3 of 4. | $15,000 | |||||
| Cosmos Club Foundation | ||||||||||||
| 2121 Massachusetts Ave NW | Washington | DC | 20008 | N/A | PC | McGovern Award Lectures and Student Scholars Endowment Fund | $11,500 | |||||
| Cosmos Club Historic Preservation Foundation | ||||||||||||
| 2121 Massachusetts Ave NW | Washington | DC | 20008 | N/A | PC | Preservation Fund | $1,000 | |||||
| Crime Stoppers of Houston Inc | ||||||||||||
| PO Box 541654 | Houston | TX | 77254 | N/A | PC | Houston Heros Luncheon | $2,500 | |||||
| Cristo Rey Jesuit College Preparatory School | ||||||||||||
| 6700 Mount Carmel Street | Houston | TX | 77098 | N/A | PC | Student Scholarship Fund | $10,000 | |||||
| Crohn's & Colitis Foundation of America Inc | ||||||||||||
| 5120 Woodway Ste 8008 | Houston | TX | 77056 | N/A | PC | General support | $25,000 | |||||
| CYCLE Changing Young Chilldren's Lives Through Education | ||||||||||||
| 2200 Louetta Rd 101 | Spring | TX | 77388 | N/A | PC | Fall & Spring Literacy, Earn a Bike Contract program, and Helmets Program | $10,000 | |||||
| DePelchin Children's Center | ||||||||||||
| 4950 Memorial Drive | Houston | TX | 77007 | N/A | PC | Program support | $60,000 | |||||
| Devereux Foundation | ||||||||||||
| 1150 Devereux Drive | League City | TX | 77573 | N/A | PC | Support for Holistic residential treatment program for youths ages 6 - 17 | $5,000 | |||||
| Discovery Green Conservancy | ||||||||||||
| 1500 McKinney | Houston | TX | 77010 | N/A | PC | Program support | $10,000 | |||||
| Documentary Alliance | ||||||||||||
| 5310 Bissonnet | Bellaire | TX | 77401 | N/A | PC | Program support for the Editing & Outreach for Jim Blackburn's documentary | $10,000 | |||||
| East Ft Bend Human Needs Ministry Inc | ||||||||||||
| PO Box 1611 | Stafford | TX | 77497 | N/A | PC | Program support | $20,000 | |||||
| El Centro de Corazon | ||||||||||||
| PO Box 230209 | Houston | TX | 77223 | N/A | PC | Program support | $50,000 | |||||
| Family Services of Greater Houston | ||||||||||||
| 4625 Lillian Street | Houston | TX | 77007 | N/A | PC | Pillars of Strength Luncheon and program support | $45,000 | |||||
| Friends of the Texas Medical Center Library | ||||||||||||
| 1133 John Freeman Blvd | Houston | TX | 77030 | N/A | PC | Book & Author reception | $1,500 | |||||
| Galveston Bay Foundation | ||||||||||||
| 1725 Highway 146 | Kemah | TX | 77565 | N/A | PC | Operating and program support | $55,000 | |||||
| Galveston College | ||||||||||||
| 4015 Avenue Q | Galveston | TX | 77550 | N/A | GOV | UA Plus Access Scholarships | $40,000 | |||||
| Galveston County Food Bank | ||||||||||||
| 624 4th Avenue North | TX City | TX | 77590 | N/A | PC | 2024 Kidz Pacz | $10,000 | |||||
| Galveston Historical Foundation | ||||||||||||
| 2228 Broadway | Galveston | TX | 77550 | N/A | PC | Challenge Grant met for 2023 | $30,000 | |||||
| Galveston ISD Education Foundation | ||||||||||||
| P O Box 660 | Galveston | TX | 77553 | N/A | PC | General support | $2,500 | |||||
| Galveston Island Humane Society | ||||||||||||
| 6814 Broadway Street | Galveston | TX | 77554 | N/A | PC | Program support | $10,000 | |||||
| Genesys Works | ||||||||||||
| 1880 S Dairy Ashford Ste 300 | Houston | TX | 77077 | N/A | PC | Program support | $10,000 | |||||
| Girl Scouts of San Jacinto Council | ||||||||||||
| 3110 Southwest Freeway | Houston | TX | 77098 | N/A | PC | Success to Significance Luncheon | $15,000 | |||||
| Girls Inc of Greater Houston | ||||||||||||
| 1235 North Loop West 914 | Houston | TX | 77008 | N/A | PC | CAMP SMART and Strong, Smart & Bold Luncheon | $10,000 | |||||
| Good Samaritan Foundation | ||||||||||||
| 3262 Westheimer Road Ste 764 | Houston | TX | 77098 | N/A | PC | General support | $10,000 | |||||
| Good Samaritan Foundation | ||||||||||||
| 3262 Westheimer Road Ste 764 | Houston | TX | 77098 | N/A | PC | Excellence in Nursing Luncheon | $10,000 | |||||
| Goodwill Industries of Houston | ||||||||||||
| 1140 West Loop N | Houston | TX | 77055 | N/A | PC | General support | $25,000 | |||||
| Greater Houston Preservation Alliance | ||||||||||||
| 712 Main Street Ste 110 | Houston | TX | 77002 | N/A | PC | General support | $10,000 | |||||
| Guide Dogs of Texas | ||||||||||||
| 1503 Allena Dr | San Antonio | TX | 78213 | N/A | PC | Program support | $5,000 | |||||
| Gulf Coast Bird Observatory | ||||||||||||
| 299 Hwy 332 West | Lake Jackson | TX | 77566 | N/A | PC | Quintana Bird Sanctuary and Lake Jackson operating fund | $50,000 | |||||
| Healthcare for the Homeless | ||||||||||||
| PO Box 66690 | Houston | TX | 77266 | N/A | PC | Program support | $10,000 | |||||
| Holocaust Museum Houston | ||||||||||||
| 5401 Caroline St | Houston | TX | 77004 | N/A | PC | LBJ Moral Courage Award Dinner | $15,000 | |||||
| Holocaust Museum Houston | ||||||||||||
| 5401 Caroline St | Houston | TX | 77004 | N/A | PC | Guardian of the Human Spirit Luncheon | $10,000 | |||||
| Holocaust Museum Houston | ||||||||||||
| 5401 Caroline St | Houston | TX | 77004 | N/A | PC | LBJ Moral Courage Award Dinner | $2,500 | |||||
| Holy Cross Catholic Church | ||||||||||||
| 2001 Katy Ave | Bay City | TX | 77414 | N/A | PC | Program support | $3,000 | |||||
| Hospice Care Team Inc | ||||||||||||
| 11441 32nd Ave N Ste B | Texas City | TX | 77591 | N/A | PC | Trees of Light program | $2,500 | |||||
| Houston Arboretum Nature Center | ||||||||||||
| 4501 Woodway Drive | Houston | TX | 77024 | N/A | PC | General support | $15,000 | |||||
| Houston Arboretum Nature Center | ||||||||||||
| 4501 Woodway Drive | Houston | TX | 77024 | N/A | PC | General support | $7,500 | |||||
| Houston Arboretum Nature Center | ||||||||||||
| 4501 Woodway Drive | Houston | TX | 77024 | N/A | PC | Annual Fund | $10,000 | |||||
| Houston Area Women's Center | ||||||||||||
| 1010 Waugh Drive | Houston | TX | 77019 | N/A | PC | Believe Annual Luncheon and general operations support | $65,000 | |||||
| Houston Audubon Society | ||||||||||||
| 440 Wilchester | Houston | TX | 77079 | N/A | PC | General Operating support and Avian Affair Annual Dinner | $45,000 | |||||
| Houston Ballet Foundation | ||||||||||||
| PO Box 130487 | Houston | TX | 77219 | N/A | PC | Program support | $15,000 | |||||
| Houston Botanical Garden | ||||||||||||
| 8205 N Bayou Drive | Houston | TX | 77017 | N/A | PC | General support | $10,000 | |||||
| Houston Center for Contemporary Craft | ||||||||||||
| 4848 Main Street | Houston | TX | 77002 | N/A | PC | General support | $25,000 | |||||
| Houston Children's Chorus | ||||||||||||
| P O Box 66567 | Houston | TX | 77266 | N/A | PC | 2023-24 Program support | $25,000 | |||||
| Houston Eye Associates Foundation | ||||||||||||
| 2855 Gramercy | Houston | TX | 77025 | N/A | PC | Program support | $10,000 | |||||
| Houston Food Bank | ||||||||||||
| 535 Portwall St | Houston | TX | 77029 | N/A | PC | General support | $15,000 | |||||
| Houston Grand Opera | ||||||||||||
| 510 Preston 500 | Houston | TX | 77002 | N/A | PC | General support | $45,000 | |||||
| Houston Hospice and Palliative Care System | ||||||||||||
| 1905 Holcombe Blvd | Houston | TX | 77030 | N/A | PC | Program support | $15,000 | |||||
| Houston Hospice and Palliative Care System | ||||||||||||
| 1905 Holcombe Blvd | Houston | TX | 77030 | N/A | PC | Laura Lee Blanton Community Award Dinner | $10,000 | |||||
| Houston Hospice and Palliative Care System | ||||||||||||
| 1905 Holcombe Blvd | Houston | TX | 77030 | N/A | PC | Program support | $4,000 | |||||
| Houston Junior Woman's Club | ||||||||||||
| PO Box 19684 | Houston | TX | 77224 | N/A | PC | 40th Holiday Happening event | $5,000 | |||||
| Houston Junior Woman's Club | ||||||||||||
| PO Box 19684 | Houston | TX | 77224 | N/A | PC | 41st Holiday Happening event | $5,000 | |||||
| Houston Livestock Show and Rodeo Inc | ||||||||||||
| PO Box 20070 | Houston | TX | 77225 | N/A | PC | Scholarship funding program support | $40,000 | |||||
| Houston Livestock Show and Rodeo Inc | ||||||||||||
| PO Box 20070 | Houston | TX | 77225 | N/A | PC | 2024 Veterans and 1st Responders Days | $3,000 | |||||
| Houston Museum District | ||||||||||||
| 4912 Main Street | Houston | TX | 77002 | N/A | PC | Operating support | $35,000 | |||||
| Houston Museum of Natural Science | ||||||||||||
| 5555 Hermann Park Drive | Houston | TX | 77030 | N/A | PC | General support | $187,500 | |||||
| Houston Parks Board | ||||||||||||
| 300 N Post Oak Lan | Houston | TX | 77024 | N/A | PC | General support | $25,000 | |||||
| Houston Public Library Foundation | ||||||||||||
| 550 McKinney | Houston | TX | 77002 | N/A | PC | Summer & Winter Reading programs | $110,000 | |||||
| Houston Public Media | ||||||||||||
| 4343 Elgin St | Houston | TX | 77204 | N/A | PC | Educational Programming and services | $50,000 | |||||
| Houston SPCA | ||||||||||||
| 900 Portway Drive | Houston | TX | 77024 | N/A | PC | General support | $10,000 | |||||
| Houston Wilderness | ||||||||||||
| 4916 Main Street 230 | Houston | TX | 77002 | N/A | PC | General support | $10,000 | |||||
| Houston Zoo Inc | ||||||||||||
| P O Box 4759 | Houston | TX | 77210 | N/A | PC | Walk for the Wild "Zoo Walk" sponsor | $1,500 | |||||
| Houston Zoo Inc | ||||||||||||
| P O Box 4759 | Houston | TX | 77210 | N/A | PC | General support | $50,000 | |||||
| Institute for Behavior & Health | ||||||||||||
| 11140 Rockville Pike Ste 100-227 | Rockville | MD | 20852 | N/A | PC | Annual program support | $125,000 | |||||
| Interfaith Ministries for Greater Houston | ||||||||||||
| 3303 Main Street | Houston | TX | 77002 | N/A | PC | Volunteer America program support | $35,000 | |||||
| International Crane Foundation | ||||||||||||
| E-11376 Shady Lane Rd | Baraboo | WI | 53913 | N/A | PC | Whooping Crane Conservation in Coastal Texas | $15,000 | |||||
| John P McGovern Museum of Health & Medical Science | ||||||||||||
| 1515 Hermann Dr | Houston | TX | 77004 | N/A | PC | General operating support | $150,000 | |||||
| John P McGovern Museum of Health & Medical Science | ||||||||||||
| 1515 Hermann Dr | Houston | TX | 77004 | N/A | PC | General support | $25,000 | |||||
| KickStart | ||||||||||||
| 10260 Westheimer Rd Ste 340 | Houston | TX | 77004 | N/A | PC | Program support | $90,000 | |||||
| KIPP Academy | ||||||||||||
| 10711 KIPP Way | Houston | TX | 77099 | N/A | PC | General operations support | $40,000 | |||||
| KIPP Academy | ||||||||||||
| 10711 KIPP Way | Houston | TX | 77099 | N/A | PC | General operations support | $40,000 | |||||
| Lawndale Art Center | ||||||||||||
| 4912 Main Street | Houston | TX | 77002 | N/A | PC | Artists Studio program | $35,000 | |||||
| Mayo Clinic | ||||||||||||
| PO Box 450 | Albert Lea | MN | 56007 | N/A | PC | Mayo Clinic Newsletter program support | $2,000 | |||||
| Memorial Assistance Ministries Inc | ||||||||||||
| 1625 Blalock Rd | Houston | TX | 77080 | N/A | PC | Literacy Advance Services | $20,000 | |||||
| Memorial Hermann Foundation | ||||||||||||
| 929 Gessner Ste 2650 | Houston | TX | 77024 | N/A | PC | General support | $10,000 | |||||
| Memorial Park Conservancy | ||||||||||||
| 7575 North Picnic Lane | Houston | TX | 77007 | N/A | PC | Program support | $75,000 | |||||
| Memorial Park Conservancy | ||||||||||||
| 7575 North Picnic Lane | Houston | TX | 77007 | N/A | PC | Program support | $75,000 | |||||
| Men of Distinction of Greater Houston | ||||||||||||
| 7914 S Wellington Ct | Houston | TX | 77055 | N/A | PC | General support | $7,500 | |||||
| Mental Health America of Greater Houston | ||||||||||||
| 2211 Norfolk Ste 810 | Houston | TX | 77098 | N/A | PC | General support | $50,000 | |||||
| Mental Health America of Greater Houston | ||||||||||||
| 2211 Norfolk Ste 810 | Houston | TX | 77098 | N/A | PC | General support | $50,000 | |||||
| Miller Outdoor Theater | ||||||||||||
| 100 Concert Circle | Houston | TX | 77030 | N/A | PC | 2024 Performing Arts season support | $100,000 | |||||
| Mission of Yahweh | ||||||||||||
| 10247 Algiers | Houston | TX | 77041 | N/A | PC | 2023 Annual Leaders & Legends Luncheon | $10,000 | |||||
| National Multiple Sclerosis Society | ||||||||||||
| 8111 North Stadium Drive | Houston | TX | 77054 | N/A | PC | Sponsorship for MS-150 Bike Ride 2024 | $2,000 | |||||
| Neuhaus Education Center | ||||||||||||
| 4433 Bissonnet St | Bellaire | TX | 77401 | N/A | PC | Teacher Prof. Dev. Program | $25,000 | |||||
| Palmer Drug Abuse Program | ||||||||||||
| 840 Gessner Ste 1300 | Houston | TX | 77024 | N/A | PC | General operating support | $20,000 | |||||
| Partners for Harris County Children Inc (aka BEARBE A Resource for CP | ||||||||||||
| 3572 E TC Jester Blvd | Houston | TX | 77018 | N/A | PC | General support | $15,000 | |||||
| Presbyterian Children's Homes & Services | ||||||||||||
| 4407 Bee Cave Road Ste 520 | Austin | TX | 78746 | N/A | PC | John P. McGovern Social Worker and 2023 Luncheon | $70,000 | |||||
| Ronald McDonald House Galveston | ||||||||||||
| 301 14th St | Galveston | TX | 77550 | N/A | PC | 2023 Family Event | $25,000 | |||||
| Ronald McDonald House of Houston | ||||||||||||
| 1907 Holcombe Blvd | Houston | TX | 77030 | N/A | PC | General support | $20,000 | |||||
| Rosenberg Library | ||||||||||||
| 2310 Sealy Street | Galveston | TX | 77550 | N/A | PC | Program support | $25,000 | |||||
| Rothko Chapel | ||||||||||||
| 1409 Sul Ross | Houston | TX | 77006 | N/A | PC | Program support | $2,500 | |||||
| Salvation Army | ||||||||||||
| 601 51st Street | Galveston | TX | 77550 | N/A | PC | General support | $25,000 | |||||
| Salvation Army | ||||||||||||
| 601 51st Street | Galveston | TX | 77550 | N/A | PC | Style Show & Pet Adoption Luncheon | $10,000 | |||||
| San Jacinto College Foundation | ||||||||||||
| 4624 Fairmont Parkway Ste 208 | Pasadena | TX | 77504 | N/A | PC | 2023-24 John P. McGovern Nursing Scholarship Fund | $10,000 | |||||
| San Jacinto Museum of History | ||||||||||||
| One Monument Circle | LaPorte | TX | 77571 | N/A | PC | San Jacinto Day Dinner | $5,000 | |||||
| San Jose Clinic | ||||||||||||
| PO Box 2808 | Houston | TX | 77252 | N/A | PC | General support | $10,000 | |||||
| Santa Maria Hostel | ||||||||||||
| 2005 Jacquelyn | Houston | TX | 77055 | N/A | PC | RISE Picnic for Recovery | $10,000 | |||||
| Scenic Houston | ||||||||||||
| 5615 Kirby Dr Ste 645 | Houston | TX | 77005 | N/A | PC | General support | $15,000 | |||||
| SEARCH Homeless Services | ||||||||||||
| 2015 Congress Ave | Houston | TX | 77002 | N/A | PC | 2023 House of Tiny Treasures and 2024 Annual Luncheon | $50,000 | |||||
| Sigma Xi The Scientific Research Society | ||||||||||||
| 3200 East NC Highway 54 Ste 300 | Research Triangle Park | NC | 27709 | N/A | PC | John P. McGovern Lecture Endowment | $150,000 | |||||
| Sister Cities of Houston | ||||||||||||
| 2408 Bartlett Street | Houston | TX | 77098 | N/A | PC | Program support | $5,000 | |||||
| South Main Alliance | ||||||||||||
| PO Box 273122 | Houston | TX | 77277 | N/A | PC | Program support | $60,000 | |||||
| SPARK | ||||||||||||
| P O Box 1562 | Houston | TX | 77251 | N/A | PC | Program support | $35,000 | |||||
| Spaulding for Children | ||||||||||||
| 8582 Katy Freeway Ste 100 | Houston | TX | 77024 | N/A | PC | Adoption Services program support | $20,000 | |||||
| Special Olympics Texas | ||||||||||||
| 10700 Northwest Freeway | Houston | TX | 77092 | N/A | PC | Program support | $1,000 | |||||
| St Francis Xavier Catholic Church | ||||||||||||
| 4600 Reed Rd | Houston | TX | 77051 | N/A | PC | 2023 Annual Fund | $1,500 | |||||
| Stages Repertory Theater | ||||||||||||
| 800 Rosine St | Houston | TX | 77019 | N/A | PC | General support | $5,000 | |||||
| Star of Hope Mission | ||||||||||||
| 6897 Ardmore Street | Houston | TX | 77054 | N/A | PC | Challege Grant met for 2023 | $100,000 | |||||
| Teach For America - Houston | ||||||||||||
| 2 Greenway Plaza 500 | Houston | TX | 77046 | N/A | PC | Program support | $35,000 | |||||
| Teen Health Clinic Corporation | ||||||||||||
| 1504 Taub Loop | Houston | TX | 77030 | N/A | PC | Program support | $35,000 | |||||
| Texas Medical Association Foundation | ||||||||||||
| 401 West 15th Street | Austin | TX | 78701 | N/A | PC | Program support | $25,000 | |||||
| Texas Medical Association Foundation | ||||||||||||
| 401 West 15th Street | Austin | TX | 78701 | N/A | PC | Program support | $10,000 | |||||
| Texas Research Society on Alcoholism | ||||||||||||
| 7801 North Lamar Blvd Ste D-89 | Austin | TX | 78752 | N/A | PC | Program of McGovern Fellowship | $6,000 | |||||
| Texas Tech University | ||||||||||||
| Box 45025 | Lubbock | TX | 79409 | N/A | GOV | John P. McGovern Endowment Scholarship & Fellowship | $100,000 | |||||
| The Alley Theatre | ||||||||||||
| 615 Texas St | Houston | TX | 77002 | N/A | PC | General support | $25,000 | |||||
| The Arc of Greater Houston | ||||||||||||
| 9401 Southwest Fwy 12th Floor | Houston | TX | 77074 | N/A | PC | Tour de Rouge Bike Ride sponsor | $500 | |||||
| The Arc of Greater Houston | ||||||||||||
| 9401 Southwest Fwy 12th Floor | Houston | TX | 77074 | N/A | PC | Tour de Rouge Bike Ride sponsor | $3,500 | |||||
| The Barbara Bush Houston Literacy Foundation | ||||||||||||
| 7887 San Felipe Ste 250 | Houston | TX | 77063 | N/A | PC | Power of Literacy Luncheon | $5,000 | |||||
| The Barbara Bush Houston Literacy Foundation | ||||||||||||
| 7887 San Felipe Ste 250 | Houston | TX | 77063 | N/A | PC | 2024 Celebration of Reading support | $100,000 | |||||
| The Center for Hearing & Speech | ||||||||||||
| 3100 Shenandoah | Houston | TX | 77021 | N/A | PC | General support | $10,000 | |||||
| The Children's Museum | ||||||||||||
| 1500 Binz | Houston | TX | 77004 | N/A | PC | Free Family Nights support | $160,000 | |||||
| The Chinquapin School | ||||||||||||
| 2615 E Wallisville Road | Highlands | TX | 77562 | N/A | PC | General support | $25,000 | |||||
| The Council on Recovery | ||||||||||||
| 11931 Wickchester Ln Ste 300 | Houston | TX | 77043 | N/A | PC | JPM Center for Community Education and other program support | $225,000 | |||||
| The Forge for Families | ||||||||||||
| 3435 Dixie Drive | Houston | TX | 77021 | N/A | PC | Program support | $10,000 | |||||
| The Friends of McGill University | ||||||||||||
| P O Box 28137 | New York | NY | 10087 | N/A | PC | Program support for Osler Library | $20,000 | |||||
| The Grand 1894 Opera House | ||||||||||||
| 2020 Postoffice St | Galveston | TX | 77550 | N/A | PC | Performing Arts Season program support | $300,000 | |||||
| The Houston Symphony Society | ||||||||||||
| 615 Louisiana Street Ste 102 | Houston | TX | 77002 | N/A | PC | Educational & community engagement programs | $75,000 | |||||
| The Imani School | ||||||||||||
| 12401 South Post Oak Rd | Houston | TX | 77045 | N/A | PC | Scholarship fund | $4,000 | |||||
| The Immunization Partnership | ||||||||||||
| PO Box 1985 | League City | TX | 77574 | N/A | PC | Program support | $10,000 | |||||
| The Jesse Tree | ||||||||||||
| P O Box 575 | Galveston | TX | 77553 | N/A | PC | Program support | $50,000 | |||||
| The John Fairey Garden Conservation Foundation | ||||||||||||
| 20559 FM 359 Road | Hempstead | TX | 77445 | N/A | PC | General support | $10,000 | |||||
| The Joy School | ||||||||||||
| 1 Chelsea Blvd | Houston | TX | 77006 | N/A | PC | Annual fund support | $5,000 | |||||
| The Junior League of Houston Inc | ||||||||||||
| 1811 Briar Oaks Ln | Houston | TX | 77027 | N/A | PC | General support | $10,000 | |||||
| The Menil Collection | ||||||||||||
| 1515 Sul Ross | Houston | TX | 77006 | N/A | PC | Program support | $10,000 | |||||
| The Men's Center | ||||||||||||
| 3809 Main | Houston | TX | 77002 | N/A | PC | Program support | $60,000 | |||||
| The Museum of Fine Arts Houston | ||||||||||||
| PO Box 4606 | Houston | TX | 77210 | N/A | PC | General support | $45,000 | |||||
| The Museum of Fine Arts-Bayou Bend | ||||||||||||
| P O Box 6826 | Houston | TX | 77265 | N/A | PC | General support | $19,000 | |||||
| The Museum of Fine Arts-The Glassell School of Art | ||||||||||||
| PO box 6826 | Houston | TX | 77265 | N/A | PC | 2023 Glassell Annual Fund Drive | $30,000 | |||||
| The Nature Discovery Center Inc | ||||||||||||
| 7112 Newcastle St | Bellaire | TX | 77401 | N/A | PC | 2023-24 Program support | $25,000 | |||||
| The Nehemiah Neighborhood Center | ||||||||||||
| 5015 Fannin St | Houston | TX | 77004 | N/A | PC | General support | $10,000 | |||||
| The Nehemiah Neighborhood Center | ||||||||||||
| N/A | PC | Program support | $75,000 | 5015 Fannin St | Houston | Texas | PC | 77004 | ||||
| The Nehemiah Neighborhood Center | ||||||||||||
| N/A | PC | General support | $10,000 | 5015 Fannin St | Houston | Texas | PC | 77004 | ||||
| The Ranch Recovery Centers Inc | ||||||||||||
| 263 Roemer Rd | Elgin | TX | 78621 | N/A | PC | Program support | $50,000 | |||||
| The Rose Center | ||||||||||||
| 12700 N Featherwood Ste 260 | Houston | TX | 77034 | N/A | PC | Mobile Mammography program support | $60,000 | |||||
| The University of Texas at Austin College of Pharmacology | ||||||||||||
| 2409 University Ave Stop A1900 | Austin | TX | 78712 | N/A | GOV | Scholarly Work in the Field of Addiction support | $6,000 | |||||
| The University of Texas at Austin College of Pharmacology | ||||||||||||
| 2409 University Ave Stop A1900 | Austin | TX | 78712 | N/A | GOV | Program support for Dr. C.K. Ericson Ph.D. Scholarly work on Alcohol | $6,000 | |||||
| The Will Erwin Headache Research Foundation | ||||||||||||
| 712 Main St Ste 2000E | Houston | TX | 77002 | N/A | PC | Program support | $15,000 | |||||
| The Women's Fund for HER | ||||||||||||
| 5433 Westheimer Ste 924 | Houston | TX | 77056 | N/A | PC | Rockin' Resilience Luncheon, Volunteer & Training Program, Met 2022-2023 Challenge Grant | $45,000 | |||||
| The Women's Home | ||||||||||||
| 607 Westheimer Road | Houston | TX | 77006 | N/A | PC | Treatment & Transitional Housing Program, Triumph Luncheon | $60,000 | |||||
| The YMCA of Greater Houston Area | ||||||||||||
| 2600 North Loop West Ste 300 | Houston | TX | 77092 | N/A | PC | 2023-24 After-school Program for Aldine ISD | $60,000 | |||||
| Theatre Under the Stars | ||||||||||||
| 800 Bagby Ste 200 | Houston | TX | 77002 | N/A | PC | General support | $10,000 | |||||
| TIRR Foundation | ||||||||||||
| 4605 Post Oak Place Ste 222 | Houston | TX | 77027 | N/A | PC | General support | $10,000 | |||||
| Trees for Houston | ||||||||||||
| PO Box 270477 | Houston | TX | 77277 | N/A | PC | Program support | $20,000 | |||||
| United Way of Galveston | ||||||||||||
| 2200 Market St 850 | Galveston | TX | 77550 | N/A | PC | Program support | $25,000 | |||||
| United Way of the Texas Gulf Coast | ||||||||||||
| 50 Waugh Dr | Houston | TX | 77007 | N/A | PC | Program support | $100,000 | |||||
| University of Houston Foundation | ||||||||||||
| 4543 Post Oak Place Dr Ste 250 | Houston | TX | 77027 | N/A | PC | The Great Conversation Dinner | $5,000 | |||||
| University of Houston Victoria | ||||||||||||
| 3007 N Ben Wilson | Victoria | TX | 77901 | N/A | GOV | The Robert J. Mitchell Scholarship for Mathematics and Physical Science | $2,000 | |||||
| University of Houston | ||||||||||||
| 3553 Cullen Blvd | Houston | TX | 77204 | N/A | GOV | McGovern Common Ground Teachers Institute "McGovern Fellows" program support | $30,000 | |||||
| University of Houston | ||||||||||||
| 3553 Cullen Blvd | Houston | TX | 77204 | N/A | GOV | Program support for "Cougars in Recovery" | $50,000 | |||||
| University of Houston | ||||||||||||
| 3553 Cullen Blvd | Houston | TX | 77204 | N/A | GOV | 2023 - 2024 Academic year support for the library and other program support | $75,000 | |||||
| UTHSC - Cizik School of Nursing | ||||||||||||
| 6901 Bertner Ave | Houston | TX | 77030 | N/A | GOV | 2023 Annual PARTNERS Luncheon | $25,000 | |||||
| UTMB - Galveston School of Nursing | ||||||||||||
| 301 University Blvd | Galveston | TX | 77555 | N/A | GOV | General support | $25,000 | |||||
| Victory Houston Inc | ||||||||||||
| 809 West Rd | Houston | TX | 77038 | N/A | PC | General support | $10,000 | |||||
| Victory Houston Inc | ||||||||||||
| 809 West Rd | Houston | TX | 77038 | N/A | PC | General support | $10,000 | |||||
| Wellsprings Inc | ||||||||||||
| PO Box 311017 | Houston | TX | 77231 | N/A | PC | Program support | $30,000 | |||||
| Wm A Lawson Inst for Peace and Prosperity | ||||||||||||
| 5220 Scott St Apt 108 | Houston | TX | 77004 | N/A | PC | Program support | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,497,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 3 A Bereavement Foundation | |||||||
| 5330 Griggs Rd Ste D108 | Houston | TX | 77021 | N/A | PC | 2023-24 program support for "Kids Grieve Too Program" | $3,000 |
| Alcohol and Drug Abuse Women's Center | |||||||
| 201 First Street | Galveston | TX | 77550 | N/A | PC | General support | $1,500 |
| Artist Boat | |||||||
| 2627 Avenue O | Galveston | TX | 77550 | N/A | PC | General support | $25,000 |
| Boys & Girls Clubs of Greater Houston Inc | |||||||
| 815 Crosby Street | Houston | TX | 77019 | N/A | PC | General support | $30,000 |
| Galveston Historical Foundation | |||||||
| 2228 Broadway | Galveston | TX | 77550 | N/A | PC | General support | $12,000 |
| Galveston Island Nature Tourism Council Inc | |||||||
| PO Box 1468 | Galveston | TX | 77553 | N/A | PC | General support | $10,000 |
| Genesys Works | |||||||
| 1880 S Dairy Ashford Ste 300 | Houston | TX | 77077 | N/A | PC | Program support | $10,000 |
| Greater Houston Preservation Alliance | |||||||
| 712 Main Street Ste 110 | Houston | TX | 77002 | N/A | PC | General support | $10,000 |
| Guide Dogs of Texas | |||||||
| 1503 Allena Dr | San Antonio | TX | 78213 | N/A | PC | Program support | $5,000 |
| Houston Wilderness | |||||||
| 4916 Main Street 230 | Houston | TX | 77002 | N/A | PC | General support | $10,000 |
| Special Olympics Texas | |||||||
| 10700 Northwest Freeway | Houston | TX | 77092 | N/A | PC | Program support | $1,000 |
| The Heritage Society | |||||||
| 1100 Bagby | Houston | TX | 77002 | N/A | PC | General support | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $142,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $950,449 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,680,831 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,268,362 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,899,642 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,899,642 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McGovern Survivor's Trust | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Norfolk St Ste 900 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $17,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Audit and tax compliance | $51,750 | $12,938 | $38,812 |
| Bookkeeping | $12,627 | $3,157 | $9,470 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Galveston Regional Chamber of Commerce | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 519 25th St | AddressLine1Txt |
| City | Galveston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-06-28 | GrantDt |
| Grant | $10,000 | GrantAmt |
| Purpose Of Grant | Galveston Women's Conference | PurposeOfGrantTxt |
| Expended By Grantee | $10,000 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | 8/17/23 | DatesOfReportsByGranteeTxt |
| Results Of Verification | The John P. McGovern Foundation has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 15,000 Amer Foreign Power Inc | $10,988 | $10,988 |
| 11,689 Loomis Sayles Investment Grade Bond Fund Class A | $3,514,211 | $3,514,211 |
| 4,433 Lord Abbett Short Duration Income Fund | $2,895,077 | $2,895,077 |
| 10,344 American Funds Strategic Bond Fd Cl F2 | $3,151,439 | $3,151,439 |
| 9,223 Federated Hermes Ultrashort Bond Fund Is | $1,706,027 | $1,706,027 |
| 11,680 Loomis Sayles Investment Grade Bond Class Y | $4,460,641 | $4,460,641 |
| 4,328 Lord Abbett Short Duration Income Fund Class I | $4,487,758 | $4,487,758 |
| 12,640 Pgim Total Return Bond Cl Z | $2,055,856 | $2,055,856 |
| 10,335 American Funds Strategic Bond Fd Cl F2 | $1,500,246 | $1,500,246 |
| 9,404 Jpmorgan Income Fund Class I | $1,482,771 | $1,482,771 |
| 11,394 Loomis Sayles Investment Grade Bond Class Y | $1,516,740 | $1,516,740 |
| 4,177 Lord Abbett Short Duration Income Fund Class I | $1,445,791 | $1,445,791 |
| 12,631 Pgim Total Return Bond Cl Z | $1,516,329 | $1,516,329 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (256 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,006 Abbott Labs | $220,800 | $220,800 |
| 600,000 Caterpillar Inc | $177,402 | $177,402 |
| 1,100 Deere And Co | $439,857 | $439,857 |
| 1,594 Exxon Mobil Corp | $159,368 | $159,368 |
| 1,651 Genl Dynamics Corp | $428,715 | $428,715 |
| 1,112 Honeywell Intl Inc | $233,198 | $233,198 |
| 446,000 Huntington Ingalls Inds Inc | $115,799 | $115,799 |
| 900,000 Nestle S A Sponsored Adr Repstg Reg Shs Switz Adr | $104,067 | $104,067 |
| 1,600 Nike Inc Cl B | $173,712 | $173,712 |
| 2,758 Pfizer Inc | $79,403 | $79,403 |
| 1,634 Rtx Corp | $137,485 | $137,485 |
| 342,000 Viatris Inc | $3,704 | $3,704 |
| 2,200 Waste Mgmt Inc New | $394,020 | $394,020 |
| 136,370 Spdr Dow Jones Indl Average | $226,122 | $226,122 |
| 153,505 Spdr S&P 500 Etf Tr | $427,779 | $427,779 |
| 832,000 Abbott Labs | $91,578 | $91,578 |
| 1,597 Aflac Inc | $131,753 | $131,753 |
| 316,000 Ameriprise Financial Inc | $120,026 | $120,026 |
| 806,000 Applied Materials Inc | $130,628 | $130,628 |
| 106,000 Broadcom Inc | $118,323 | $118,323 |
| 2,583 Cisco Systems Inc | $130,493 | $130,493 |
| 744,000 Cognizant Tech Solutions Crp | $56,194 | $56,194 |
| 8,000 Emerson Electric Co | $779 | $779 |
| 912,000 Exxon Mobil Corp | $91,182 | $91,182 |
| 486,000 Genl Dynamics Corp | $126,200 | $126,200 |
| 323,000 Home Depot Inc | $111,936 | $111,936 |
| 533,000 Johnson & Johnson Com | $83,542 | $83,542 |
| 620,000 Jpmorgan Chase & Co | $105,462 | $105,462 |
| 523,000 Lowes Companies Inc | $116,394 | $116,394 |
| 684,000 Marsh & Mclennan Cos Inc | $129,597 | $129,597 |
| 434,000 Mcdonalds Corp | $128,685 | $128,685 |
| 339,000 Mckesson Corp | $156,950 | $156,950 |
| 534,000 Microsoft Corp | $200,805 | $200,805 |
| 1,426 Occidental Petroleum Crp | $85,146 | $85,146 |
| 1,278 On Semiconductor Corp | $106,751 | $106,751 |
| 806,000 On Semiconductor Corp | $84,977 | $84,977 |
| 622,000 Pepsico Inc | $105,640 | $105,640 |
| 584,000 Procter & Gamble Co | $85,579 | $85,579 |
| 865,000 Qualcomm Inc | $125,105 | $125,105 |
| 858,000 Republic Services Inc | $141,493 | $141,493 |
| 1,159 Rtx Corp | $97,518 | $97,518 |
| 1,418 Schwab Charles Corp New | $97,558 | $97,558 |
| 823,000 Toyota Motor Corp New Japan Spon Adr | $150,922 | $150,922 |
| 249,000 Unitedhealth Group Inc | $131,091 | $131,091 |
| 1,018 Valero Energy Corp New | $132,340 | $132,340 |
| 151,745 Technology Select Sector Spdr Etf | $156,101 | $156,101 |
| 217,493 Vanguard Total Stock Mkt Etf | $144,230 | $144,230 |
| 46,438 Amer Funds Capital World Growth & Income Fund Class F2 | $1,447,693 | $1,447,693 |
| 51,587 Amer Funds Smallcap World Fund | $1,489,421 | $1,489,421 |
| 54,069 American Fundamental Investors Fund Class F2 | $1,990,816 | $1,990,816 |
| 48,471 The Growth Fund Of America Fund Class F2 | $1,779,412 | $1,779,412 |
| 27,050 Amer Funds American Balanced Fund Class F2 | $1,428,055 | $1,428,055 |
| 60,141 Amer Funds Capital Income Builder Fund Class F2 | $708,807 | $708,807 |
| 20,302 The Income Fund Of America Fund Class F2 | $730,149 | $730,149 |
| 1,200 Alibaba Group Hldg Ltd Spon Adr | $93,012 | $93,012 |
| 2,703 Alphabet Inc Cl A | $377,582 | $377,582 |
| 2,371 Alphabet Inc Cl C | $334,145 | $334,145 |
| 4,150 Amazon.Com Inc | $630,551 | $630,551 |
| 1,461 Autodesk Inc | $355,724 | $355,724 |
| 1,844 Block Inc Cl A | $142,633 | $142,633 |
| 2,509 Boeing Company | $653,996 | $653,996 |
| 179,000 Deere And Co | $71,577 | $71,577 |
| 1,446 Expeditors Intl Wash Inc | $183,931 | $183,931 |
| 382,000 Factset Resh Systems Inc | $182,233 | $182,233 |
| 1,076 Illumina Inc | $149,822 | $149,822 |
| 444,000 Intuitive Surgical Inc | $149,788 | $149,788 |
| 2,496 Meta Platforms Inc Cl A | $883,484 | $883,484 |
| 1,558 Microsoft Corp | $585,870 | $585,870 |
| 6,046 Monster Beverage Corp New Com | $348,310 | $348,310 |
| 1,030 Netflix Inc | $501,486 | $501,486 |
| 1,448 Novartis Ag Spon Adr | $146,205 | $146,205 |
| 2,174 Novo Nordisk Adr Denmark Adr | $224,900 | $224,900 |
| 1,724 Nvidia Corp | $853,759 | $853,759 |
| 4,389 Oracle Corp | $462,732 | $462,732 |
| 1,672 Paypal Holdings Inc | $102,678 | $102,678 |
| 1,399 Qualcomm Inc | $202,337 | $202,337 |
| 286,000 Regeneron Pharmaceuticals Inc | $251,191 | $251,191 |
| 3,299 Roche Hldg Ltd Spons Adr Switz Adr | $119,523 | $119,523 |
| 1,468 Salesforce, Inc. | $386,290 | $386,290 |
| 289,000 Sandoz Group Ag Spon Adr | $9,251 | $9,251 |
| 2,177 Sei Investments Co | $138,348 | $138,348 |
| 3,045 Shopify Inc Cl A | $237,206 | $237,206 |
| 2,047 Starbucks Corp | $196,532 | $196,532 |
| 2,407 Tesla Inc | $598,091 | $598,091 |
| 299,000 Thermo Fisher Scientific Inc | $158,706 | $158,706 |
| 770,000 Vertex Pharmaceutical Inc | $313,305 | $313,305 |
| 2,429 Visa Inc Cl A | $632,390 | $632,390 |
| 3,517 Walt Disney Co (Holding Co) Disney Com | $317,550 | $317,550 |
| 508,000 Workday Inc Cl A | $140,238 | $140,238 |
| 1,180 Yum China Hldgs Inc | $50,067 | $50,067 |
| 1,000 Yum! Brands Inc | $130,660 | $130,660 |
| 461,000 Abbvie Inc Com | $71,441 | $71,441 |
| 306,000 Accenture Plc Ireland Cl A | $107,378 | $107,378 |
| 613,000 Amer Express Co | $114,839 | $114,839 |
| 586,000 Analog Devices Inc | $116,356 | $116,356 |
| 397,000 Aon Plc Cl A | $115,535 | $115,535 |
| 493,000 Chevron Corp | $73,536 | $73,536 |
| 462,000 Chubb Ltd Chf | $104,412 | $104,412 |
| 1,254 Citigroup Inc | $64,506 | $64,506 |
| 3,562 Comcast Corp New Cl A | $156,194 | $156,194 |
| 1,320 Conocophillips | $153,212 | $153,212 |
| 460,000 Diageo Plc New Gb Spon Adr | $67,004 | $67,004 |
| 1,628 Dominion Energy Inc | $76,516 | $76,516 |
| 1,171 Duke Energy Corp New | $113,634 | $113,634 |
| 1,013 Dupont De Nemours Inc | $77,930 | $77,930 |
| 307,000 Eaton Corp Plc | $73,932 | $73,932 |
| 430,000 Genl Dynamics Corp | $111,658 | $111,658 |
| 519,000 Honeywell Intl Inc | $108,839 | $108,839 |
| 337,000 Illinois Tool Works Inc | $88,274 | $88,274 |
| 486,000 Johnson & Johnson Com | $76,176 | $76,176 |
| 1,048 Jpmorgan Chase & Co | $178,265 | $178,265 |
| 3,815 Kenvue Inc | $82,137 | $82,137 |
| 1,060 Kkr & Co Inc Cl A | $87,821 | $87,821 |
| 122,000 Kla Corp | $70,919 | $70,919 |
| 494,000 Lowes Companies Inc | $109,940 | $109,940 |
| 277,000 Marriott Intl Inc New Cl A | $62,466 | $62,466 |
| 491,000 Marsh & Mclennan Cos Inc | $93,030 | $93,030 |
| 276,000 Mckesson Corp | $127,782 | $127,782 |
| 1,079 Morgan Stanley | $100,617 | $100,617 |
| 1,382 Nasdaq Inc | $80,349 | $80,349 |
| 861,000 Nestle S A Sponsored Adr Repstg Reg Shs Switz Adr | $99,557 | $99,557 |
| 183,000 Northrop Grumman Corp | $85,670 | $85,670 |
| 246,000 Nxp Semiconductors N V Com Eur | $56,501 | $56,501 |
| 492,000 Paccar Inc | $48,044 | $48,044 |
| 401,000 Pepsico Inc | $68,106 | $68,106 |
| 3,722 Pfizer Inc | $107,156 | $107,156 |
| 123,000 Pioneer Nat Res Co | $27,660 | $27,660 |
| 369,000 Pnc Financial Services Group | $57,140 | $57,140 |
| 797,000 Progressive Corp Ohio | $126,946 | $126,946 |
| 1,108 Prologis Inc Com | $147,696 | $147,696 |
| 956,000 Rtx Corp | $80,438 | $80,438 |
| 1,483 Southern Co | $103,988 | $103,988 |
| 678,000 Target Corp | $96,561 | $96,561 |
| 553,000 The Cigna Group $0.04 | $165,596 | $165,596 |
| 493,000 Union Pacific Corp | $121,091 | $121,091 |
| 690,000 Allegion Plc | $87,416 | $87,416 |
| 342,000 Ansys Inc | $124,105 | $124,105 |
| 460,000 Aspen Technology Inc | $101,269 | $101,269 |
| 3,020 Bentley Systems Inc Cl B | $157,584 | $157,584 |
| 1,489 Berkley W R Corp | $105,302 | $105,302 |
| 765,000 Bright Horizons Family Solutions Inc | $72,094 | $72,094 |
| 478,000 Charles River Laboratories | $112,999 | $112,999 |
| 147,000 Chemed Corp New | $85,958 | $85,958 |
| 585,000 Choice Hotels Intl Inc New | $66,281 | $66,281 |
| 353,000 Cooper Companies Inc New | $133,589 | $133,589 |
| 1,098 Dolby Laboratories Inc Cl A | $94,626 | $94,626 |
| 453,000 Equifax Inc | $112,022 | $112,022 |
| 918,000 Exponent Inc | $80,821 | $80,821 |
| 70,000 Fair Isaac Corp | $81,481 | $81,481 |
| 599,000 Henry Jack & Assoc Inc | $97,883 | $97,883 |
| 919,000 Interactive Brokers Group Inc Cl A | $76,185 | $76,185 |
| 306,000 Lennox Intl Inc | $136,941 | $136,941 |
| 474,000 Lpl Finl Hldgs Inc Com | $107,892 | $107,892 |
| 475,000 Nordson Corp | $125,476 | $125,476 |
| 369,000 Pool Corp | $147,124 | $147,124 |
| 2,256 Rollins Inc | $98,520 | $98,520 |
| 201,000 Saia Inc | $88,082 | $88,082 |
| 955,000 Scotts Miracle-Gro Co Cl A | $60,881 | $60,881 |
| 550,000 Siteone Landscape Supply Inc | $89,375 | $89,375 |
| 200,000 Teledyne Technologies Inc | $89,258 | $89,258 |
| 992,000 Teradyne Inc | $107,652 | $107,652 |
| 1,062 Thor Industries Inc | $125,582 | $125,582 |
| 270,000 Watsco Inc | $115,687 | $115,687 |
| 337,000 Zebra Technologies Corp Cl A | $92,112 | $92,112 |
| 3,007 Zurn Elkay Water Solution Corp | $88,436 | $88,436 |
| 160,000 Advanced Drain Sys Inc Del | $22,502 | $22,502 |
| 598,000 Affiliated Managers Group | $90,549 | $90,549 |
| 725,000 Aptargroup Inc | $89,625 | $89,625 |
| 2,984 Aramark Holdings Corp | $83,850 | $83,850 |
| 263,000 Avery Dennison Corp | $53,168 | $53,168 |
| 391,000 Ball Corp | $22,490 | $22,490 |
| 2,544 Berkley W R Corp | $179,912 | $179,912 |
| 734,000 Bio Techne Corp Com | $56,635 | $56,635 |
| 813,000 Blackbaud Inc | $70,487 | $70,487 |
| 833,000 Booz Allen Hamilton Hldg Corp Cl A | $106,549 | $106,549 |
| 310,000 Broadridge Financial Solutions Inc | $63,783 | $63,783 |
| 1,600 Brown & Brown Inc | $113,776 | $113,776 |
| 429,000 Burlington Stores Inc | $83,432 | $83,432 |
| 351,000 Caci Intl Inc Cl A | $113,675 | $113,675 |
| 551,000 Carlisle Cos Inc | $172,149 | $172,149 |
| 258,000 Caseys Gen Stores Inc | $70,883 | $70,883 |
| 640,000 Choice Hotels Intl Inc New | $72,512 | $72,512 |
| 812,000 Columbia Sportswear Co | $64,586 | $64,586 |
| 1,213 Columbia Bkg Sys Inc | $32,363 | $32,363 |
| 86,000 Deckers Outdoor Corp | $57,485 | $57,485 |
| 1,263 Dolby Laboratories Inc Cl A | $108,845 | $108,845 |
| 3,279 Envista Holdings Corp | $78,893 | $78,893 |
| 89,000 Factset Resh Systems Inc | $42,457 | $42,457 |
| 246,000 Fti Consulting Inc | $48,991 | $48,991 |
| 1,265 Godaddy Inc Cl A | $134,292 | $134,292 |
| 585,000 Graco Inc | $50,755 | $50,755 |
| 255,000 Henry Jack & Assoc Inc | $41,670 | $41,670 |
| 777,000 Hexcel Corp New | $57,304 | $57,304 |
| 402,000 Hunt J B Trans Svcs Inc | $80,295 | $80,295 |
| 266,000 Idex Corp | $57,751 | $57,751 |
| 389,000 Jones Lang Lasalle Inc | $73,470 | $73,470 |
| 55,000 Kinsale Cap Group Inc | $18,420 | $18,420 |
| 881,000 Kirby Corporation | $69,141 | $69,141 |
| 558,000 Landstar Systems Inc | $108,057 | $108,057 |
| 239,000 Lennox Intl Inc | $106,957 | $106,957 |
| 1,834 Lkq Corp New | $87,647 | $87,647 |
| 194,000 Manhattan Assoc Inc | $41,772 | $41,772 |
| 94,000 Markel Group Inc | $133,471 | $133,471 |
| 491,000 Morningstar Inc | $140,544 | $140,544 |
| 293,000 Nordson Corp | $77,399 | $77,399 |
| 142,000 Pool Corp | $56,617 | $56,617 |
| 603,000 Prosperity Bancshares Inc | $40,841 | $40,841 |
| 846,000 Rpm Intl Inc (Dela) | $94,439 | $94,439 |
| 393,000 Schein Henry Inc | $29,754 | $29,754 |
| 1,601 Sei Investments Co | $101,744 | $101,744 |
| 574,000 Service Corp Intl | $39,290 | $39,290 |
| 564,000 Teleflex Inc | $140,628 | $140,628 |
| 942,000 Transunion | $64,725 | $64,725 |
| 1,473 Trimble Inc Com | $78,364 | $78,364 |
| 146,000 Tyler Technologies Inc | $61,046 | $61,046 |
| 70,000 Ulta Beauty, Inc | $34,299 | $34,299 |
| 395,000 Wex Inc | $76,847 | $76,847 |
| 11,665 Tesco Stores Hldg Ord Spon Adr | $130,181 | $130,181 |
| 5,715 Allianz Se Adr | $152,533 | $152,533 |
| 43,350 Banco Santander S.A Spon Adr | $179,469 | $179,469 |
| 18,452 Bouygues Sa Adr | $138,390 | $138,390 |
| 4,025 Bp Plc Spon Adr | $142,485 | $142,485 |
| 18,726 Ck Hutchison Hldgs Ltd Unsponsored Adr | $99,810 | $99,810 |
| 8,418 Compagnie De Saint-Gobain Adr | $124,166 | $124,166 |
| 9,400 Contl Ag-Spons Adr Adr | $79,430 | $79,430 |
| 25,251 Enel Spa Adr | $186,731 | $186,731 |
| 2,092 Fuji Film Holdings Corp Adr | $124,976 | $124,976 |
| 1,868 Fujitsu Ltd Adr New Japan Adr | $56,096 | $56,096 |
| 3,846 Glaxo Wellcome Plc Spon Adr | $142,533 | $142,533 |
| 852,000 Hitachi Ltd Adr New Japan | $123,174 | $123,174 |
| 4,387 Honda Motor Co Adr Japan Adr | $135,602 | $135,602 |
| 5,955 Imperial Brands Plc Spon Adr | $138,811 | $138,811 |
| 10,822 Kao Corp Unsponsored Adr | $88,351 | $88,351 |
| 972,000 Kering S A Un Sponsored Adr | $43,001 | $43,001 |
| 13,775 Kingfisher Plc New Spon Adr | $86,920 | $86,920 |
| 6,432 Koninklijke Philips Nv Spon Adr | $150,059 | $150,059 |
| 1,432 Kyocera Corp Adr Japan Adr | $83,829 | $83,829 |
| 59,232 Lloyds Banking Group Plc Spon Adr | $141,564 | $141,564 |
| 3,927 Mitsubishi Elec Corp Adr Japan Adr | $110,584 | $110,584 |
| 2,155 Mondi Plc Adr | $85,090 | $85,090 |
| 1,464 Novartis Ag Spon Adr | $147,820 | $147,820 |
| 300,000 Sandoz Group Ag Spon Adr | $9,603 | $9,603 |
| 2,804 Sanofi Spon Adr | $139,443 | $139,443 |
| 5,139 Secom Ltd Adr Japan Adr | $92,009 | $92,009 |
| 2,191 Shell Plc Spon Adr | $144,168 | $144,168 |
| 3,632 Singapore Telecom Ltd New 2006 Spon Adr | $67,882 | $67,882 |
| 14,879 Snam S P A Un Sponsor Adr | $153,254 | $153,254 |
| 1,704 Sony Group Corp Sponsored Adr | $161,352 | $161,352 |
| 3,637 Sse Plc Spon Adr | $87,361 | $87,361 |
| 775,000 Taiwan Semiconductor Mfg Co Ltd Adr | $80,600 | $80,600 |
| 9,072 Takeda Pharmaceutical Co Ltd Spon Adr | $129,457 | $129,457 |
| 1,657 Toyota Industries Corp Adr | $134,515 | $134,515 |
| 3,351 Untd Overseas Bk Ltd Spons Adr Singapore Adr | $145,031 | $145,031 |
| 658,000 Upm Kymmene Corp Adr | $24,790 | $24,790 |
| 6,176 Wh Group Ltd Spon Adr | $79,701 | $79,701 |
| 2,138 Wpp Plc New Spon Adr | $101,710 | $101,710 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $12,341,670 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,341,670 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank charges | $755 | $189 | $566 |
| Subscriptions | $2,500 | $625 | $1,875 |
| Insurance | $3,734 | $934 | $2,800 |
| Telephone | $14,626 | $3,657 | $10,969 |
| Office expenses | $12,369 | $3,092 | $9,277 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized increase in value of investments | Desc |
| Amt | $7,515,645 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment management fees | $453,625 | $453,625 | $0 |
| PEO services | $86,096 | $17,219 | $68,877 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise tax | $79,000 | $0 | $0 |
| Foreign tax | $25,342 | $25,342 | $0 |
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