GARVER BLACK HILYARD FAMILY FOUNDATION: Form 990PF, tax year 2023
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- Organization
- GARVER BLACK HILYARD FAMILY FOUNDATION (EIN 76-0556696)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-05
- IRS object ID
- 202423109349101172
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-05T10:18:33-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760556696 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Garver Black Hilyard Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARV | BusinessNameControlTxt |
| Phone | 7135223092 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2748 Bingle Rd | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77055 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C M Garver | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 7135223092 | PhoneNum |
| Signature | 2024-11-05 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| 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 | $57,505,545 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $57,432 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57,432 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $850,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $850,569 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,404 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,925,513 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,404 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $912,405 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $912,405 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $142,572 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $142,572 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,423 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,423 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,888 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,300 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,588 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $261,847 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $261,847 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $280 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $421,730 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $268,147 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $153,863 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,325,170 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,325,170 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,746,900 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $268,147 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,479,033 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,834,495 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $644,258 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $811,981 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $974,860 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $974,860 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $9,612 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $5,761,404 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $7,157,520 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $5,761,404 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $5,761,404 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $27,655,726 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,235,765 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,759,881 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,519,255 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,913,967 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,003,756 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,752,107 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,186,570 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,005,644 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $39,906,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,072,566 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,505,545 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $860 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $860 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $39,906,201 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,071,706 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,906,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,071,706 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,906,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,072,566 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,906,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,834,495 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $38,071,706 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,071,706 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SP500 ARN ISS HSBC | 2022-05-26 | 2023-07-28 | $901,826 | $761,870 | $139,956 | $139,956 | |
| SP500 ARN ISS TD | 2022-06-23 | 2023-08-25 | $353,747 | $294,030 | $59,717 | $59,717 | |
| SP500 ARN ISS BNS | 2022-08-25 | 2023-10-27 | $520,081 | $499,670 | $20,411 | $20,411 | |
| SP500 ARN ISS HSBC | 2022-09-29 | 2023-11-24 | $442,080 | $360,000 | $82,080 | $82,080 | |
| SX5E ARN ISS BOFA | 2022-02-24 | 2023-04-28 | $682,443 | $565,170 | $117,273 | $117,273 | |
| Meta Platforms Inc | 2016-03-15 | 2023-10-12 | $485,770 | $183,205 | $302,565 | $302,565 | |
| Novartis ADR | 2017-12-11 | 2023-02-02 | $207,940 | $204,541 | $3,399 | $3,399 | |
| Nvidia | 2019-01-11 | 2023-08-24 | $762,235 | $68,238 | $693,997 | $693,997 | |
| Roche Hldg Ltd | 2019-10-04 | 2023-01-12 | $81,238 | $74,905 | $6,333 | $6,333 | |
| Sandoz Group AG | 2020-11-17 | 2023-10-11 | $17 | $14 | $3 | $3 | |
| Vertex Pharmctls Inc | 2021-07-07 | 2023-01-09 | $54,475 | $36,658 | $17,817 | $17,817 | |
| Royal Bank of Canada | 2022-03-29 | 2023-01-04 | $200,000 | $200,000 | $0 | $0 | |
| United States Treasury Bill | 2023-01-31 | 2023-05-04 | $296,539 | $296,539 | $0 | $0 | |
| United States Treasury Bill | 2023-05-04 | 2023-08-03 | $296,160 | $296,160 | $0 | $0 | |
| United States Treasury Bill | 2023-08-08 | 2023-11-09 | $394,618 | $394,618 | $0 | $0 | |
| Frontier Communications Parent | 2021-05-04 | 2023-01-31 | $129,740 | $119,954 | $9,786 | $9,786 | |
| P&P Construction worthless Class b | 2021-12-28 | 2023-12-31 | $1,565,537 | -$1,565,537 | -$1,565,537 | P | |
| Capital Gains Dividends | $116,604 | $116,604 | $116,604 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,404 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,955 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,955 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,955 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,470 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $31,470 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,515 | OverpaymentAmt |
| Applied To ES Tax | $22,515 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Garver Black Hilyard Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7135223092 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2748 Bingle Road | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77055 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C MICHAEL GARVER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2748 Bingle Rd | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Maia Lenoir | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4603 Parkwood Rd | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | employee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $142,572 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Merrill Lynch | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 American Boulevard | AddressLine1Txt |
| City | Pennington | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085344129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Brokerage fees | ServiceTypeTxt |
| Compensation | $260,807 | CompensationAmt |
| 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 | $43,951,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,478,222 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,767,048 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $53,196,746 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $53,196,746 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $797,951 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,398,795 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,619,940 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,619,940 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,955 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,955 | TotalTaxAmt |
| Distributable Before Adj | $2,610,985 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,610,985 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,610,985 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,479,033 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,479,033 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,610,985 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,467,241 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,479,033 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,467,241 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,792 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,599,193 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | C MICHAEL GARVER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Houston Botanic Garden | ||||||
| 8205 N Bayou Drive | Houston | TX | 77017 | PC | General Charitable Purposes | $400,000 |
| Buffalo Bayou Partnership | ||||||
| 1019 Commerce St Ste 200 | Houston | TX | 77002 | PC | East End Master Plan Contribution | $300,000 |
| Texas A&M Foundation | ||||||
| 401 George Bush Drive | College Station | TX | 77840 | PC | Scholarship Funds | $100,000 |
| Houston Parks Board | ||||||
| 300 North Post Oak Lane | Houston | TX | 77024 | PC | General Charitable Purpose | $250,000 |
| Bayou Preservation Assoc | ||||||
| 7305 Navigation Blvd Suite A | Houston | TX | 77011 | PC | General Charitable Purpose | $50,000 |
| Container Recycling Institute | ||||||
| 4361 Keystone Ave | Culver City | CA | 90232 | PC | General Charitable Pupose | $30,000 |
| Houston Methodist Hospital Foundation | ||||||
| 1704 Sunset Blvd | Houston | TX | 77005 | PC | Houston Alzheimer's Study Pledge | $60,000 |
| Galveston Bay Foundation | ||||||
| 1725 HIghway 146 | Kemah | TX | 77565 | PC | General Charitable Purpose | $25,000 |
| Texas Conservative Coalition Research Inst | ||||||
| PO Box 2659 | Austin | TX | 78768 | PC | General Charitable Purpose | $47,800 |
| Bayou City Waterkeeper | ||||||
| 2010 N Loop West Suite 275 | Houston | TX | 77018 | PC | General Charitable Purpose | $2,000 |
| Houston Food Bank | ||||||
| 535 Portwall St | Houston | TX | 77029 | PC | General Charitable Purpose | $50,000 |
| American Lung Assoc in Texas | ||||||
| 102 McDowell Rd | Phoeniz | AZ | 85003 | PC | General Charitable Purpose | $10,000 |
| Community Family Center | ||||||
| 7524 Ave E | Houston | TX | 77012 | PC | General Charitable Purpose | $5,000 |
| Environment TX Research & Policy | ||||||
| 200 E 30th St | Austin | TX | 78705 | PC | General Charitable Purpose | $1,000 |
| Crime Stoppers | ||||||
| PO Box 541654 | Houston | TX | 77254 | PC | General Charitable Purpose | $5,000 |
| Herman Park Conservancy | ||||||
| 1700 Herman Drive | Houston | TX | 77004 | PC | General Charitable Purpose | $5,000 |
| Coastal Prairie | ||||||
| 5615 Kirby Dr Suite 867 | Houston | TX | 77005 | PC | General Charitable Purpose | $5,000 |
| Memorial Park Conservancey | ||||||
| 7575 North Picnic Lane | Houston | TX | 77007 | PC | General Charitable Purpose | $100,000 |
| National Multiple Sclerosis Society | ||||||
| PO Box 4527 | New York | NY | 10163 | PC | General Charitable Purpose | $10,000 |
| Spark School Park Program | ||||||
| PO Box 1562 | Houston | TX | 77251 | PC | General Charitable Purpose | $10,000 |
| Open Door Mission | ||||||
| PO Box9356 | Houston | TX | 77261 | PC | General Charitable Purpose | $5,000 |
| Houston Community Tool Bank | ||||||
| 1215 Gazin Street | Houston | TX | 77020 | PC | General Charitable Purpose | $5,000 |
| Houston Botanic Garden | ||||||
| 8205 N Bayou Drive | Houston | TX | 77017 | PC | General Charitable Purpose | $14,400 |
| Bear be a Resource | ||||||
| 2223 West Loop South | Houston | TX | 77027 | PC | General Charitable Purpose | $3,000 |
| Baker Ripley | ||||||
| PO Box 271389 | Houston | TX | 77277 | PC | General Charitable Purpose | $5,000 |
| University of Houston Downtown | ||||||
| One Main Street Suite 990-S | Houston | TX | 77002 | GOV | General Charitable Purpose | $5,000 |
| Alley Theatre | ||||||
| 615 Texas Avenue | Houston | TX | 77002 | PC | General Charitable Purpose | $3,000 |
| Bayou Land Conservancy | ||||||
| 10330 Lake Road Bldg J | Houston | TX | 77070 | PC | General Charitable Purpose | $1,000 |
| Circuit Riders Ministries | ||||||
| PO Box 6241 | Tyler | TX | 75711 | PC | General Charitable Purpose | $1,000 |
| Citizens for Animal Protection | ||||||
| 175555 Katy Freeway | Houston | TX | 77094 | PC | General Charitable Purpose | $1,000 |
| St Lukes UMC Habitat for Humanity | ||||||
| PO Box 22013 | Houston | TX | 77227 | PC | General Charitable Purpose | $2,000 |
| Know Autism | ||||||
| 17071/2 Post Oak Blvd Ste 276 | Houston | TX | 77056 | PC | General Charitable Purpose | $5,000 |
| Houston Humane Society | ||||||
| PO Box 450528 | Houston | TX | 77245 | PC | General Charitable Purpose | $1,000 |
| Leukemia & Lymphoma Society | ||||||
| 5433 Westheimer Rd Ste300 | Houston | TX | 77056 | PC | General Charitable Purpose | $5,000 |
| Trees for Houston | ||||||
| PO Box 270477 | Houston | TX | 77277 | PC | General Charitable purpose | $5,000 |
| Keep Texas Beautiful | ||||||
| 8850 Business Park | Austin | TX | 78759 | PC | General Charitable Purpose | $52,500 |
| 12th Man Foundation | ||||||
| PO Box 2800 | College Station | TX | 77841 | PC | General Charitable Purpose | $10,000 |
| Gracewood Church Children at Heart Foundation | ||||||
| 1617 Elmview Dr | Houston | TX | 77080 | PC | General Charitable Purpose | $50,000 |
| New Hope Housing | ||||||
| 3315 Harrisburg Blvd Suite 400 | Houston | TX | 77003 | PC | General Charitable Purpose | $250,000 |
| Impact a Hero | ||||||
| 2929 McKinney St | Houston | TX | 77003 | PC | General charitable purposes | $2,500 |
| Lone Star Flight Museum | ||||||
| 11551 Aerospace Ave | Houston | TX | 77034 | PC | General Charitable Purpose | $10,000 |
| American Legislative Exchange Council | ||||||
| 200 Crystal Dr Suite 600 | Arlington | VA | 22202 | PC | General Charitable Purpose | $67,750 |
| Tunnels to Tower Foundation | ||||||
| 2361 Hylan Blvd | Staten Island | NY | 10306 | PC | General Charitable Purpose | $5,000 |
| Chapelwood Foundation | ||||||
| 1617 Elm View Dr | Houston | TX | 77080 | PC | Charitable contribution | $4,900 |
| Discovery Green | ||||||
| 1500 McKinney | Houston | TX | 77010 | PC | General Charitable | $1,000 |
| Md Anderson Cancer Center | ||||||
| P O Box 4464 | Houston | TX | 772104464 | GOV | Medical Research | $20,000 |
| EQO Foundation Partners Inc | ||||||
| 78 Woodland Ridge Rd | Kerkonkson | NY | 12446 | PC | General Charitable education purposes | $75,000 |
| Houston Tri Delta Philanthropies Inc | ||||||
| PO Box 79304 | Houston | TX | 77279 | PC | General Charitable Purposes | $2,320 |
| Parkinson Foundation | ||||||
| 200SE 1st Street suite 800 | Miami | FL | 33131 | PC | Charitable | $5,000 |
| US Ski & Snowboard Foundation | ||||||
| 1 Victory Lane Box 100 | Park City | UT | 84060 | PC | General charitable purpose | $28,000 |
| UN World Food Program | ||||||
| 1725 I Street NW Suite 510 | Washington DC | DC | 20006 | PC | Charitable donation for food for Ukraine | $90,000 |
| Easter Seals Greater Houston | ||||||
| 4888 Loop Central Dr 200 | Houston | TX | 77081 | PC | General Charitable Purposes | $24,000 |
| Keep America Beautiful | ||||||
| 1010 Washington Blvd 3rd Fl | Stamford | CT | 06901 | PC | General Charitable Purposes | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,325,170 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $57,432 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $850,569 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,404 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $912,405 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $912,405 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | EXPENDITURE RESPONSIBILITY STATEMENT-THIS IS A FOLLOW UP ON THE 2022 GRANT | FormAndLineReferenceDesc |
| Medium Explanation | GRANTEE'S NAME - TEXANS FOR CLEAN WATER INCGRANTEE'S ADDRESS - 2748 BINGLE ROAD, HOUSTON, TX 77055GRANT AMOUNT - 235,000DATE OF GRANT - 4/5/22AMOUNT EXPENDED - 62,782VERIFICATION DATE - 02/17/23PURPOSE OF GRANT-GARVER BLACK HILYARD FAMILY FOUNDATION RECEIVED THE 2022 ANNUAL REPORT.WHICH REPORTS AND EVIDENCES THE USAGE OF THE FUNDS, AND THE USE OF THEREMAINING FUNDS THROUGH "EARLY 2023"DATES OF REPORTS BY GRANTEE - 02/17/23ANY DIVERSION BY GRANTEE -NONE TO THE KNOWLEDGE OF GARVER BLACK HILYARD FAMILY FOUNDATION | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Ford Motors Bonds | $284,255 | $349,638 |
| Royal Bank of Canada HOG | $35,000 | $31,994 |
| Royal Bank of Canada CI ZM | $1,200,000 | $226,680 |
| US Treasury Bond | $394,712 | $395,444 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Albermerle | $204,506 | $288,960 |
| Altria Group Inc | $443,501 | $484,080 |
| Caterpillar | $716,700 | $2,956,700 |
| Chevron | $141,576 | $298,320 |
| Cisco | $137,850 | $252,600 |
| Citigroup | $15,440 | $18,776 |
| Dreyfus Fund | $1,526,625 | $1,653,353 |
| Exxon | $890,721 | $1,699,660 |
| Intel | $125,430 | $201,000 |
| Johnson & Johnson | $215,110 | $313,480 |
| Lennar | $270,719 | $901,692 |
| Microsoft Corp | $75,788 | $676,872 |
| Pfizer | $476,603 | $480,793 |
| Phillip Morris | $1,953,040 | $2,372,039 |
| Phillips 66 | $248,791 | $386,106 |
| Schlumberger | $174,216 | $124,896 |
| See ML 04k02 Stmt Attached | $17,074,567 | $30,611,448 |
| Tweedy Browne Fund Inc | $433,542 | $483,983 |
| Viatris | $26,284 | $22,440 |
| Yum Brands | $224,266 | $522,640 |
| SP500 ARN ISS HSBC | $402,440 | $472,867 |
| SX5E ARN ISS CIB 0523 | $682,440 | $722,022 |
| SP500ARN IS CBC0823 | $901,820 | $911,740 |
| SP500 ARN ISS HSBC 08312023 | $353,740 | $361,522 |
| SP500 ARN Iss CIBC 10262023 | $520,050 | $541,892 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Gold ounces | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,186,570 | BookValueAmt |
| EOYFMV | $2,005,644 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | attorney fees | CategoryTxt |
| Legal Fees | $1,423 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,423 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Broker fees | $261,567 | $261,567 | $0 |
| Safe Deposit Box and fees | $280 | $280 | $280 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes | $6,300 | $6,300 | $0 |
| Payroll Taxes | $9,588 | $0 | $9,588 |