JOHN P MCGOVERN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOHN P MCGOVERN FOUNDATION (EIN 74-6053075)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-13
- IRS object ID
- 202322569349101122
- Schema version
- 2022v5.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-13T15:43:04-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-09-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Julia | PersonFirstNm |
| Person Last | Mitchell | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $119,788,592 | 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 | $144,287 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $144,287 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,427,446 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,427,446 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,272,873 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $45,841,956 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,272,873 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,844,606 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,844,606 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $393,834 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $78,767 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $315,067 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $150,821 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $30,164 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $120,657 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $103,405 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $20,681 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $82,724 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,427 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,357 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,070 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $430,192 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $430,192 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $71,095 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,359 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $831 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $208 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $623 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,609 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,153 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,456 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,200,214 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $598,881 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $556,597 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,400,952 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,146,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,601,166 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $598,881 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,702,947 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,756,560 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,245,725 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,480,220 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,729,959 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,729,959 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $89,303 | AcctRcvblAmt |
| Acct Rcvbl BOY | $36,264 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $89,303 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $89,303 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,092,384 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $18,929,967 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $18,929,967 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $100,162,627 | CorporateStockBOYAmt |
| Corporate Stock EOY | $79,032,073 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $79,032,073 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,494,037 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,007,290 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,007,290 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $140,265,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $119,788,592 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $119,788,592 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $80,610,479 | GrantsPayableBOYAmt |
| Grants Payable EOY | $77,820,673 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $80,610,479 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $77,820,673 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $59,655,053 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $41,967,919 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,655,053 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,967,919 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $140,265,532 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $119,788,592 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,655,053 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,756,560 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $56,898,493 | SubtotalAmt |
| Other Decreases | $14,930,574 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,967,919 | 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 | $45,667,620 | $44,569,083 | $1,098,537 | $1,098,537 |
| Capital gain distributions | $173,468 | $173,468 | $173,468 | |
| Litigation settlement proceeds | $868 | $868 | $868 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,272,873 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $45,116 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $45,116 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $45,116 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,197 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $23,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $60,197 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,081 | OverpaymentAmt |
| Applied To ES Tax | $15,081 | 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 | Kathrine McGovern | 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 | 24.00 | $125,000 | $13,234 | $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 | $145,284 | $28,525 | $0 |
| Sheila Lewis | ||||||||
| 2211 Norfolk St Ste 900 | Houston | TX | 77098 | Treasurer | 24.00 | $108,550 | $28,432 | $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 | $97,506 | CompensationAmt |
| Employee Benefits | $33,214 | 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 | UBS Financial Services Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1780 Hughes Landing Blvd | AddressLine1Txt |
| City | The Woodlands | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77381 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment management | ServiceTypeTxt |
| Compensation | $411,071 | 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 | $104,711,624 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,178,620 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $89,303 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,979,547 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $125,979,547 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,889,693 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $124,089,854 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,204,493 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,204,493 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $45,116 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $45,116 | TotalTaxAmt |
| Distributable Before Adj | $6,159,377 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,159,377 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,159,377 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,702,947 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,702,947 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,159,377 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,357,894 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,085,313 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,336,575 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,167,089 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,061,088 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $23,007,959 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,702,947 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,159,377 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,543,570 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,551,529 | 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 | $6,357,894 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,193,635 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,085,313 | ExcessFromYear4Amt |
| Excess From Year3 | $7,336,575 | ExcessFromYear3Amt |
| Excess From Year2 | $1,167,089 | ExcessFromYear2Amt |
| Excess From Year1 | $1,061,088 | ExcessFromYear1Amt |
| Excess From Current Year | $2,543,570 | 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 (198 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1894 Inc dba The Grand 1894 Opera House | ||||||||
| 2020 Post Office Street | Galveston | TX | 77550 | N/A | PC | Program Support | $300,000 | |
| 3 A Bereavement Foundation | ||||||||
| 5330 Griggs Rd Ste D108 | Houston | TX | 77021 | N/A | PC | Program Support | $3,000 | |
| Alcohol and Drug Abuse Women's Center | ||||||||
| 201 First Street | Galveston | TX | 77550 | N/A | PC | Program and General Support | $36,500 | |
| 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 | ADA Camp Rainbow Program Support | $5,000 | |
| American Festival for the Arts | ||||||||
| 1718A Lubbock Street | Houston | TX | 77007 | N/A | PC | Scholarships for Summer Music Program | $10,000 | |
| American Heart Association Houston Chapter | ||||||||
| 10060 Buffalo Speedway | Houston | TX | 77054 | N/A | PC | General Support and Bay Area Heart Walk | $37,500 | |
| American Heritage Education Foundation | ||||||||
| 3100 Weslayan St Ste 375 | Houston | TX | 77027 | N/A | PC | Program Support including 2022 College Challenge Bowl | $30,000 | |
| American Leadership Forum | ||||||||
| 3101 Richmond Ave Ste 140 | Houston | TX | 77098 | N/A | PC | Jaworski Leadership Awards Event | $5,000 | |
| American Lung Association | ||||||||
| 55 W Wacker Dr Ste 1150 | Chicago | IL | 60601 | N/A | PC | Texas Two-Step Stair Climb | $10,000 | |
| American Medical Writers Association - Southwest Chapter | ||||||||
| 14906 Flowerwood Dr | Kingwood | TX | 77062 | N/A | PC | JP McGovern Award and Lecture | $5,000 | |
| American Red Cross | ||||||||
| 2700 Southwest Freeway | Houston | TX | 77001 | N/A | PC | Program Support | $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 | |
| Armand Bayou Nature Center Foundation | ||||||||
| PO Box 58828 | Houston | TX | 77258 | N/A | PC | John P. McGovern Children's Discovery Area | $25,000 | |
| 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 | Program and General Support | $35,000 | |
| Art on the Avenue | ||||||||
| 3517 Irvington Blvd | Houston | TX | 77009 | N/A | PC | Art on the Avenue Show | $10,000 | |
| Artist Boat | ||||||||
| 2627 Avenue O | Galveston | TX | 77550 | N/A | PC | Float the Boat Evening Event | $1,500 | |
| Assistance League of Houston | ||||||||
| P O Box 79668 | Houston | TX | 77279 | N/A | PC | Operation School Bell, Books & Brunch, Celebration of Giving | $35,000 | |
| Association of Fundraising Professionals - Greater Houston Chapter | ||||||||
| 2929 Allen Parkway Ste 200 | Houston | TX | 77019 | N/A | PC | National Philanthropy Day Awards | $2,500 | |
| Bach Society Houston | ||||||||
| 2353 Rice Blvd | Houston | TX | 77005 | N/A | PC | Program Support | $3,000 | |
| BakerRipley | ||||||||
| 4450 Harrisburg Blvd Suite 200 | Houston | TX | 77011 | N/A | PC | Program Support for Citywide Day Senior Centers, General Support | $65,000 | |
| Baylor College of Medicine | ||||||||
| One Baylor Plaza | Houston | TX | 77030 | N/A | PC | Student Scholarships | $150,000 | |
| Bayou Preservation Association Inc | ||||||||
| 2990 Richmond Ave 500 | Houston | TX | 77098 | N/A | PC | General Support | $10,000 | |
| 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 and Program Support | $25,000 | |
| Boy Scouts-Sam Houston Area Council | ||||||||
| PO Box 924528 | Houston | TX | 77292 | N/A | PC | ScoutReach Program Support | $50,000 | |
| Boys & Girls Clubs of Greater Houston Inc | ||||||||
| 815 Crosby Street | Houston | TX | 77019 | N/A | PC | SMART Moves Program | $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 | Program Support | $50,000 | |
| 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 | Program and General Support | $50,000 | |
| Catholic Charities of the Archdiocese of Galv-Houston | ||||||||
| PO Box 66508 | Houston | TX | 77266 | N/A | PC | Program Support | $10,000 | |
| Cenikor Foundation Inc | ||||||||
| 11931 Wickchester Ln Ste 300 | Houston | TX | 77043 | N/A | PC | Program and General Support | $35,000 | |
| Child Advocates | ||||||||
| 3701 Kirby Drive Ste 400 | Houston | TX | 77098 | N/A | PC | Pull for Kids, Court Services Program | $40,000 | |
| CHRISTUS Foundation for HealthCare | ||||||||
| PO Box 1919 | Houston | TX | 77251 | N/A | PC | General Support | $10,000 | |
| 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 | General Support | $40,000 | |
| Communities in Schools Houston | ||||||||
| 1235 North Loop West Ste 300 | Houston | TX | 77008 | N/A | PC | Program and General Support | $40,000 | |
| Community Family Centers | ||||||||
| 7524 Avenue E | Houston | TX | 77012 | N/A | PC | Program Support | $80,000 | |
| Contemporary Arts Museum | ||||||||
| 5020 Montrose Boulevard | Houston | TX | 77006 | N/A | PC | General Support | $15,000 | |
| Cosmos Club Foundation | ||||||||
| 2121 Massachusetts Ave NW | Washington | DC | 20008 | N/A | PC | McGovern Lectures/ Scholars Program | $11,500 | |
| Cosmos Club Historic Preservation Foundation | ||||||||
| 2121 Massachusetts Ave NW | Washington | DC | 20008 | N/A | PC | Preservation Fund | $1,000 | |
| Covenant House - Texas | ||||||||
| 1111 Lovett Blvd | Houston | TX | 77006 | N/A | PC | Program and General Support | $192,000 | |
| Crime Stoppers of Houston Inc | ||||||||
| PO Box 541654 | Houston | TX | 77254 | N/A | PC | General Support | $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 | |
| 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 | Program Support | $5,000 | |
| Discovery Green Conservancy | ||||||||
| 1500 McKinney | Houston | TX | 77010 | N/A | PC | Program and General Support | $35,000 | |
| 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 | Health Care Program | $50,000 | |
| Family Service Center of Galveston County | ||||||||
| 2200 Market St | Galveston | TX | 77550 | N/A | PC | General Support | $10,000 | |
| Family Services of Greater Houston | ||||||||
| 4625 Lillian Street | Houston | TX | 77007 | N/A | PC | Program and General Support | $45,000 | |
| Galveston Bay Foundation | ||||||||
| 1725 Highway 146 | Kemah | TX | 77565 | N/A | PC | Program and General Support | $55,000 | |
| Galveston Chamber of Commerce | ||||||||
| 2228 Mechanic St Ste 101 | Galveston | TX | 77550 | N/A | NC | Galveston Women's Conference | $10,000 | |
| Galveston College | ||||||||
| 4015 Avenue Q | Galveston | TX | 77550 | N/A | GOV | Access Scholarships & Non-tuition Expenses | $40,000 | |
| Galveston County Food Bank | ||||||||
| 624 4th Avenue North | TX City | TX | 77590 | N/A | PC | Summer Kidz Pacz (Food) Program | $10,000 | |
| Galveston ISD Education Foundation | ||||||||
| P O Box 660 | Galveston | TX | 77553 | N/A | PC | General Support | $5,000 | |
| Galveston Island Nature Tourism Council Inc | ||||||||
| PO Box 1468 | Galveston | TX | 77553 | N/A | PC | Galveston FeatherFest | $12,000 | |
| Galveston Island Tree Conservancy | ||||||||
| 123 Rosenberg St | Galveston | TX | 77553 | N/A | PC | Program Support | $50,000 | |
| Genesys Works | ||||||||
| 1880 S Dairy Ashford Ste 300 | Houston | TX | 77077 | N/A | PC | Student School/Work Program | $10,000 | |
| Girl Scouts of San Jacinto Council | ||||||||
| 3110 Southwest Freeway | Houston | TX | 77098 | N/A | PC | Program and General Support | $15,000 | |
| Girls Inc of Greater Houston | ||||||||
| 1235 North Loop West 914 | Houston | TX | 77008 | N/A | PC | General Support | $5,000 | |
| Good Samaritan Foundation | ||||||||
| 3262 Westheimer Road Ste 764 | Houston | TX | 77098 | N/A | PC | General Support | $20,000 | |
| 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 | |
| Gulf Coast Bird Observatory | ||||||||
| 299 Hwy 332 West | Lake Jackson | TX | 77566 | N/A | PC | Lake Jackson Operating Funds, Quintana Bird Sanctuary | $50,000 | |
| Healthcare for the Homeless | ||||||||
| PO Box 66690 | Houston | TX | 77266 | N/A | PC | Program Support | $10,000 | |
| Hermann Park Conservancy | ||||||||
| 1700 Hermann Drive | Houston | TX | 77004 | N/A | PC | Art Zone/ Reforestation and Tree Care Prorgam | $320,000 | |
| Holocaust Museum Houston | ||||||||
| 5401 Caroline St | Houston | TX | 77004 | N/A | PC | General Support | $25,000 | |
| Holy Cross Catholic Church | ||||||||
| 2001 Katy Ave | Bay City | TX | 77414 | N/A | PC | General Support | $3,000 | |
| Hospice Care Team Inc | ||||||||
| 11441 32nd Ave N Ste B | Texas City | TX | 77591 | N/A | PC | Tree of Lights Program Support | $2,500 | |
| Houston Academy of Medicine - Texas Medical Center Library | ||||||||
| 1515 Hermann Drive | Houston | TX | 77004 | N/A | PC | Archivist and Preservation Program Support | $339,000 | |
| Houston Arboretum Nature Center | ||||||||
| 4501 Woodway Drive | Houston | TX | 77024 | N/A | PC | General Support | $32,500 | |
| Houston Area Women's Center | ||||||||
| 1010 Waugh Drive | Houston | TX | 77019 | N/A | PC | Program and General Support | $65,000 | |
| Houston Audubon Society | ||||||||
| 440 Wilchester | Houston | TX | 77079 | N/A | PC | General Support | $45,000 | |
| Houston Ballet Foundation | ||||||||
| PO Box 130487 | Houston | TX | 77219 | N/A | PC | Education and Community Engagement Initiatives | $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 | Program Support | $25,000 | |
| Houston Eye Associates Foundation | ||||||||
| 2855 Gramercy | Houston | TX | 77025 | N/A | PC | General Support | $10,000 | |
| Houston Food Bank | ||||||||
| 535 Portwall St | Houston | TX | 77029 | N/A | PC | Program and General Support | $32,500 | |
| Houston Hospice and Palliative Care System | ||||||||
| 1905 Holcombe Blvd | Houston | TX | 77030 | N/A | PC | General Support | $29,000 | |
| Houston Junior Woman's Club | ||||||||
| PO Box 19684 | Houston | TX | 77224 | N/A | PC | General Support | $10,750 | |
| Houston Livestock Show and Rodeo Inc | ||||||||
| PO Box 20070 | Houston | TX | 77225 | N/A | PC | Armed Forces & First Responders Appreciation Day, John P. McGovern Scholarships | $43,000 | |
| Houston Museum District | ||||||||
| 4912 Main Street | Houston | TX | 77002 | N/A | PC | Program Support | $35,000 | |
| Houston Museum of Natural Science | ||||||||
| 5555 Hermann Park Drive | Houston | TX | 77030 | N/A | PC | Program and General Support | $190,000 | |
| Houston Parks Board | ||||||||
| 300 N Post Oak Lan | Houston | TX | 77024 | N/A | PC | General Support | $25,000 | |
| Houston Public Media | ||||||||
| 4343 Elgin St | Houston | TX | 77204 | N/A | PC | HPM Education Fund for Annual Education Programs and Initiatives | $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 | Program and General Support | $111,500 | |
| Institute for Behavior & Health | ||||||||
| 11140 Rockville Pike Ste 100-227 | Rockville | MD | 20852 | N/A | PC | Program Support | $125,000 | |
| Institute for Spirituality and Health | ||||||||
| 8100 Greenbriar Dr Ste 300 | Houston | TX | 77054 | N/A | PC | Program Support | $5,000 | |
| Interfaith CarePartners | ||||||||
| 701 N Post Oak Road Ste 330 | Houston | TX | 77024 | N/A | PC | General Support | $20,000 | |
| Interfaith Ministries for Greater Houston | ||||||||
| 3303 Main Street | Houston | TX | 77002 | N/A | PC | Program Support - volunteer America | $35,000 | |
| International Crane Foundation | ||||||||
| E-11376 Shady Lane Rd | Baraboo | WI | 53913 | N/A | PC | Program Support | $15,000 | |
| John P McGovern Museum of Health & Medical Science | ||||||||
| 1515 Hermann Dr | Houston | TX | 77004 | N/A | PC | General Support | $175,000 | |
| Katy Prairie Conservancy | ||||||||
| 3015 Richmond Ave Ste 230 | Houston | TX | 77098 | N/A | PC | Program Support | $10,000 | |
| KickStart | ||||||||
| 10260 Westheimer Rd Ste 340 | Houston | TX | 77004 | N/A | PC | General Support | $15,000 | |
| Lawndale Art Center | ||||||||
| 4912 Main Street | Houston | TX | 77002 | N/A | PC | Artist Program Support | $35,000 | |
| Mayo Clinic | ||||||||
| PO Box 450 | Albert Lea | MN | 56007 | N/A | PC | Annual Fund Support | $2,000 | |
| Memorial Assistance Ministries Inc | ||||||||
| 1625 Blalock Rd | Houston | TX | 77080 | N/A | PC | Program Support for Literacy Advance Services | $20,000 | |
| Memorial Hermann Foundation | ||||||||
| 929 Gessner Ste 2650 | Houston | TX | 77024 | N/A | PC | General Support | $10,000 | |
| Menninger Clinic | ||||||||
| 12301 Main St | Houston | TX | 77035 | N/A | PC | General Support | $5,000 | |
| Miller Outdoor Theater | ||||||||
| 100 Concert Circle | Houston | TX | 77030 | N/A | PC | Capital Campaign Support | $100,000 | |
| Mission of Yahweh | ||||||||
| 10247 Algiers | Houston | TX | 77041 | N/A | PC | General Support | $10,000 | |
| Museum of Fine Arts Houston - Florescence The Arts in Bloom | ||||||||
| PO Box 6826 | Houston | TX | 77265 | N/A | PC | Floresence Flower Show at the MFAH | $2,500 | |
| National Multiple Sclerosis Society | ||||||||
| 8111 North Stadium Drive | Houston | TX | 77054 | N/A | PC | MS-150 Bike Ride Event Sponsorship | $2,000 | |
| Nehemiah Center Inc | ||||||||
| 5015 Fannin St | Houston | TX | 77004 | N/A | PC | Program and General Support | $95,000 | |
| New Hope Housing | ||||||||
| 3315 Harrisburg Blvd Ste 400 | Houston | TX | 77003 | N/A | PC | New Savoy Building, Program Support | $150,000 | |
| Palmer Drug Abuse Program | ||||||||
| 840 Gessner Ste 1300 | Houston | TX | 77024 | N/A | PC | Program and General Support | $20,000 | |
| Partners for Harris County Children Inc (aka BEARBE A Resource for CPS | ||||||||
| 3572 E TC Jester Blvd | Houston | TX | 77018 | N/A | PC | General Support | $15,000 | |
| Phi Beta Kappa Alumni of Greater Houston | ||||||||
| PO Box 25283 | Houston | TX | 77265 | N/A | PC | Scholarship Program | $15,000 | |
| Presbyterian Children's Homes & Services | ||||||||
| 4407 Bee Cave Road Ste 520 | Austin | TX | 78746 | N/A | PC | JP McGovern Social Worker | $70,000 | |
| Prevent Blindness Texas-Houston Branch | ||||||||
| 2202 Waugh Dr | Houston | TX | 77006 | N/A | PC | General Support | $15,000 | |
| Rice University Art Gallery | ||||||||
| PO Box 1892 MS-59 | Houston | TX | 77251 | N/A | PC | Program Support, Annual Fund | $5,000 | |
| Ronald McDonald House Galveston | ||||||||
| 301 14th St | Galveston | TX | 77550 | N/A | PC | Annual Family Event | $25,000 | |
| Ronald McDonald House of Houston | ||||||||
| 1907 Holcombe Blvd | Houston | TX | 77030 | N/A | PC | Program 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 | Annual Fund Support | $2,500 | |
| Salvation Army | ||||||||
| 601 51st Street | Galveston | TX | 77550 | N/A | PC | Program and General Support | $535,000 | |
| San Jacinto College Foundation | ||||||||
| 4624 Fairmont Parkway Ste 208 | Pasadena | TX | 77504 | N/A | PC | John P. McGovern Scholarships | $10,000 | |
| San Jacinto Museum of History | ||||||||
| One Monument Circle | LaPorte | TX | 77571 | N/A | PC | General Support | $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 | Outdoor Event | $10,000 | |
| Scenic Houston | ||||||||
| 5615 Kirby Dr Ste 645 | Houston | TX | 77005 | N/A | PC | General Support | $30,000 | |
| SEARCH Homeless Services | ||||||||
| 2015 Congress Ave | Houston | TX | 77002 | N/A | PC | House of Tiny Treasures Program, General Support | $50,000 | |
| 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 | Foster Care Adoption Services | $20,000 | |
| Special Olympics Texas | ||||||||
| 10700 Northwest Freeway | Houston | TX | 77092 | N/A | PC | Program Support | $1,000 | |
| St Anne Catholic School | ||||||||
| 375 North 11th Street | Beaumont | TX | 77702 | N/A | PC | Scholarship Fund in Memory of Eileen Frances Quick | $2,000 | |
| Stages | ||||||||
| 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 | Program Support | $100,000 | |
| Teach For America - Houston | ||||||||
| 2 Greenway Plaza 500 | Houston | TX | 77046 | N/A | PC | Program and General Support | $70,000 | |
| Teen Health Clinic Corporation | ||||||||
| 1504 Taub Loop | Houston | TX | 77030 | N/A | PC | Program Support | $17,000 | |
| Texas Children's Hospital | ||||||||
| 1919 S Braeswood Blvd Ste 5214 | Houston | TX | 77030 | N/A | PC | General Support | $15,000 | |
| Texas Medical Association Foundation | ||||||||
| 401 West 15th Street | Austin | TX | 78701 | N/A | PC | The Committee on Physician Wellness (PHW) | $35,000 | |
| Texas Research Society on Alcoholism | ||||||||
| 7801 North Lamar Blvd Ste D-89 | Austin | TX | 78752 | N/A | PC | McGovern Fellowships | $6,000 | |
| Texas Tech Univ System Inst Advancement | ||||||||
| Box 45025 | Lubbock | TX | 79409 | N/A | GOV | Medical Humanities Certificate Program | $100,000 | |
| Texas Tech University | ||||||||
| Box 45025 | Lubbock | TX | 79409 | N/A | GOV | John P. McGovern Endowed Graduate 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 | 2023 Tour du Rouge Bike Ride | $3,000 | |
| The Barbara Bush Houston Literacy Foundation | ||||||||
| 7887 San Felipe Ste 250 | Houston | TX | 77063 | N/A | PC | Power of Literacy, Celebration of Reading | $105,000 | |
| The Brookwood Community | ||||||||
| 1752 FM 1489 | Brookshire | TX | 77423 | N/A | PC | Program and General Support | $50,000 | |
| 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 | Program and General Support | $160,000 | |
| The Council on Recovery | ||||||||
| 11931 Wickchester Ln Ste 300 | Houston | TX | 77043 | N/A | PC | Program Support | $215,000 | |
| The First Tee of Greater Houston Inc | ||||||||
| 7000 Capitol St | Houston | TX | 77011 | N/A | PC | Program Support | $10,000 | |
| 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 | Osler Library and Librarian | $20,000 | |
| The Heritage Society | ||||||||
| 1100 Bagby | Houston | TX | 77002 | N/A | PC | General Support | $50,000 | |
| The Houston Symphony Society | ||||||||
| 615 Louisiana Street Ste 102 | Houston | TX | 77002 | N/A | PC | Program and General Support | $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 | $100,000 | |
| 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 Menil Collection | ||||||||
| 1515 Sul Ross | Houston | TX | 77006 | N/A | PC | General Support | $85,000 | |
| 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 | Program and General Support | $19,000 | |
| The Museum of Fine Arts-The Glassell School of Art | ||||||||
| PO box 6826 | Houston | TX | 77265 | N/A | PC | General Support | $30,000 | |
| The Open Door Mission Foundation | ||||||||
| 5803 Harrisburg | Houston | TX | 77011 | N/A | PC | Program Support | $30,000 | |
| The Ranch Recovery Centers | ||||||||
| 7885 Annandale Ave | Desert Hot Springs | CA | 92240 | N/A | PC | Program Support | $50,000 | |
| The Rose Center | ||||||||
| 12700 N Featherwood Ste 260 | Houston | TX | 77034 | N/A | PC | Transition to Comprehensive Radiology System | $60,000 | |
| The University of Texas at Austin College of Pharmacology | ||||||||
| 2409 University Ave Stop A1900 | Austin | TX | 78712 | N/A | GOV | Continuing support for C.K. Ericson Ph. D. Scholarly work on Alcohol | $6,000 | |
| The University of Texas Health Science Center at Houston | ||||||||
| 7000 Fannin St | Houston | TX | 77030 | N/A | GOV | Program Support | $20,000 | |
| 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 | Volunteer & Staff Training Program | $45,000 | |
| The Women's Home | ||||||||
| 607 Westheimer Road | Houston | TX | 77006 | N/A | PC | Treatment & Transitional Housing Program | $60,000 | |
| The YMCA of Greater Houston Area | ||||||||
| 2600 North Loop West Ste 300 | Houston | TX | 77092 | N/A | PC | Progam Support | $60,000 | |
| The Zina Garrison All Court Tennis Academy | ||||||||
| 12335 Kingsride 106 | Houston | TX | 77024 | N/A | PC | Program Support | $100 | |
| 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 | |
| Today's Harbor for Children | ||||||||
| PO Box 848 | Houston | TX | 77001 | N/A | PC | General Support | $20,000 | |
| Trees for Houston | ||||||||
| PO Box 270477 | Houston | TX | 77277 | N/A | PC | Program and General Support | $30,000 | |
| United Way of Galveston | ||||||||
| 2200 Market St 850 | Galveston | TX | 77550 | N/A | PC | General 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 - Kathrine G Mcgovern College Of The Arts | ||||||||
| 3553 Cullen Blvd | Houston | TX | 77204 | N/A | GOV | General Support | $25,000 | |
| University of Houston Foundation | ||||||||
| 4543 Post Oak Place Dr Ste 250 | Houston | TX | 77027 | N/A | PC | General Support | $5,000 | |
| University of Houston Victoria | ||||||||
| 3007 N Ben Wilson | Victoria | TX | 77901 | N/A | GOV | The Robert J. Mitchell Scholarship for Mathemetics & Physical Science | $2,000 | |
| University of Houston | ||||||||
| 3553 Cullen Blvd | Houston | TX | 77204 | N/A | GOV | Special Collections or Update Research & Learning Centers | $105,000 | |
| University of Houston | ||||||||
| 3553 Cullen Blvd | Houston | TX | 77204 | N/A | GOV | Program Support for Cougars in Recovery | $50,000 | |
| UTHSC - Cizik School of Nursing | ||||||||
| 6901 Bertner Ave | Houston | TX | 77030 | N/A | GOV | Patricia Starck Scholarship Fund | $175,000 | |
| UTHSC - Houston Graduate School of Biomedical Sciences | ||||||||
| 6767 Bertner Avenue S38344 Mitchell | Houston | TX | 77030 | N/A | GOV | John P. McGovern Annual Award for Presentation Skills | $2,500 | BSRB |
| UTHSC - McGovern Medical School | ||||||||
| 6431 Fannin | Houston | TX | 77030 | N/A | GOV | McGovern Center for Humanities and Ethics Support, Scholarships | $45,000 | |
| UTMB - Galveston School of Nursing | ||||||||
| 301 University Blvd | Galveston | TX | 77555 | N/A | GOV | General Support | $25,000 | |
| Vidor Independent School District | ||||||||
| 120 E Bolivar Street | Vidor | TX | 77662 | N/A | GOV | Child Nutrition Program | $3,000 | |
| W Oscar Neuhaus Memorial Foundation | ||||||||
| 4433 Bissonnet St | Bellaire | TX | 77401 | N/A | PC | Program and General Support | $25,000 | |
| Wellsprings Inc | ||||||||
| PO Box 311017 | Houston | TX | 77231 | N/A | PC | Program Support | $30,000 | |
| Willow Waterhole Greenspace Conservancy Inc | ||||||||
| 11415 Chimney Rock Rd Ste 201 | Houston | TX | 77035 | N/A | PC | The Butterfly Sculpture Garden | $25,000 | |
| Wm A Lawson Inst for Peace and Prosperity | ||||||||
| 5220 Scott St Apt 108 | Houston | TX | 77004 | N/A | PC | Project Elevate | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,146,350 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Diabetes Association - Houston | |||||||
| 2400 Augusta Drive Suite 1751 | Houston | TX | 77057 | N/A | PC | Program Support | $5,000 |
| Bach Society Houston | |||||||
| 2353 Rice Blvd | Houston | TX | 77005 | N/A | PC | Program Support | $3,000 |
| CHRISTUS Foundation for HealthCare | |||||||
| PO Box 1919 | Houston | TX | 77251 | N/A | PC | Program Support | $10,000 |
| Hermann Park Conservancy | |||||||
| 1700 Hermann Drive | Houston | TX | 77004 | N/A | PC | The Flyaway Project | $4,000,000 |
| Houston Zoo Inc | |||||||
| P O Box 4759 | Houston | TX | 77210 | N/A | PC | Program Support | $3,284 |
| The Children's Museum | |||||||
| 1500 Binz | Houston | TX | 77004 | N/A | PC | Program Support | $4,000,000 |
| UTHSC - Cizik School of Nursing | |||||||
| 6901 Bertner Ave | Houston | TX | 77030 | N/A | GOV | Kathrine G. McGovern Scholarship | $1,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $9,521,284 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144,287 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,427,446 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,272,873 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,844,606 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,844,606 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | 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 |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $10,000 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Galveston Chamber of Commerce | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | Grant for Galveston Women's Conference | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|
| Tax compliance | $8,000 | $2,000 | $6,000 |
| Bookkeeping | $9,427 | $2,357 | $7,070 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| Galveston Regional Chamber of Commerce | |||||||||
| 519 25th Street | Galveston | TX | 77550 | 2021-04-13 | $10,000 | Galveston Women's Conference | $10,000 | 8/1/22 | 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. |
| Galveston Regional Chamber of Commerce | |||||||||
| 519 25th Street | Galveston | TX | 77550 | 2022-06-28 | $10,000 | Galveston Women's Conference | $10,000 | 8/17/23 | 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. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| American Foreign Power 3/1/30 | $11,325 | $11,325 |
| HP Enterprise Co 4/1/23 | $496,270 | $496,270 |
| Westpac Banking Corp 1/13/23 | $499,695 | $499,695 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (233 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| American Funds American Balanced | $1,302,665 | $1,302,665 |
| American Funds Capital World Growth | $1,245,779 | $1,245,779 |
| American Funds Income Builder | $676,366 | $676,366 |
| American Funds - Income Fund | $705,985 | $705,985 |
| American Funds Small Cap World Fund | $1,302,174 | $1,302,174 |
| American Fundamental Investors Fund | $1,644,497 | $1,644,497 |
| American Funds Strategic Bond | $5,340,798 | $5,340,798 |
| Federated Hermes Ultrashort Bond Fund | $2,728,609 | $2,728,609 |
| Federal Hermes Ultrashort Bond Fund | $2,344,952 | $2,344,952 |
| Growth Fund of America Fund | $1,348,535 | $1,348,535 |
| JP Morgan Income Fund | $2,238,163 | $2,238,163 |
| Loomis Sayles Inv Grade Bond | $10,237,361 | $10,237,361 |
| Lord Abbett Short Duration Income | $10,530,000 | $10,530,000 |
| Lord Abbett Ultra Short Bond | $2,241,847 | $2,241,847 |
| PGIM Total Return Bond | $4,044,907 | $4,044,907 |
| SPDR Dow Jones Indl Average | $198,798 | $198,798 |
| SPDR Financial Select Sector | $101,198 | $101,198 |
| SPDR S&P 500 | $344,187 | $344,187 |
| SPDR Technology Select Sector | $94,201 | $94,201 |
| Abbott Labs | $220,239 | $220,239 |
| Abbvie Inc | $170,660 | $170,660 |
| Accenture PLC Ireland | $66,176 | $66,176 |
| Acuity Brands Inc | $41,568 | $41,568 |
| Advanced Drain Sys Inc | $13,115 | $13,115 |
| Affiliated Managers Group | $133,240 | $133,240 |
| AFLAC Inc. | $137,477 | $137,477 |
| Alibaba Group Holding Ltd | $139,446 | $139,446 |
| Allegion PLC | $80,945 | $80,945 |
| Allianz SE ADR | $108,709 | $108,709 |
| Alphabet Inc | $314,011 | $314,011 |
| Alphabet Inc CL C | $276,483 | $276,483 |
| Amazon | $419,664 | $419,664 |
| American Express | $73,136 | $73,136 |
| Ameriprise Financial | $131,710 | $131,710 |
| Ansys Inc. | $87,939 | $87,939 |
| Applied Materials | $78,099 | $78,099 |
| Aon PLC | $120,956 | $120,956 |
| Aptargroup Inc | $91,063 | $91,063 |
| Aramark Holdings | $138,034 | $138,034 |
| Aspen Technology | $66,139 | $66,139 |
| Autodesk Inc | $360,472 | $360,472 |
| Banco Santander | $135,496 | $135,496 |
| BP PLC | $137,484 | $137,484 |
| Bentley Systems Inc CL B | $117,237 | $117,237 |
| Berkley W R Corp | $328,452 | $328,452 |
| Bio Techne Corp | $51,054 | $51,054 |
| Black Knight Inc. | $55,822 | $55,822 |
| Blackbaud Inc | $46,146 | $46,146 |
| Block Inc. CLA | $172,003 | $172,003 |
| Boeing Company | $629,569 | $629,569 |
| Boston Scientfic Corp | $78,705 | $78,705 |
| Booz Allan Hamilton Hldg | $87,065 | $87,065 |
| Bouygues SA ADR | $73,520 | $73,520 |
| Bright Horizons Family | $51,174 | $51,174 |
| Broadcom Inc. | $170,535 | $170,535 |
| Broadridge Financial Solutions | $56,871 | $56,871 |
| Brown & Brown, Inc. | $91,152 | $91,152 |
| Burlington Stores Inc | $79,887 | $79,887 |
| Caci Intl Inc CLA | $94,986 | $94,986 |
| Carlisle Cos | $150,109 | $150,109 |
| Caseys Gen Stores | $57,882 | $57,882 |
| Caterpillar, Inc. | $143,736 | $143,736 |
| Charles River Laboratories | $109,386 | $109,386 |
| Chemed Corp | $79,627 | $79,627 |
| Chevron Corp | $183,259 | $183,259 |
| Choice Hotels Intl Inc. | $72,090 | $72,090 |
| Chubb LTD | $102,358 | $102,358 |
| Cigna Corp | $143,470 | $143,470 |
| Cisco Systems | $94,232 | $94,232 |
| CK Hutchison Holdings Ltd | $123,647 | $123,647 |
| Columbia Sportware Co | $71,115 | $71,115 |
| Comcast Corp | $141,733 | $141,733 |
| Compagnie De Saint-Gobain Adr | $81,662 | $81,662 |
| Contl AG-Spons Adr Adr | $62,022 | $62,022 |
| Conocophillips | $113,280 | $113,280 |
| Cooper Companies Inc. | $126,316 | $126,316 |
| Copart Inc | $101,930 | $101,930 |
| CVS Health Corp | $128,229 | $128,229 |
| Deckers Outdoor Corp | $42,311 | $42,311 |
| Deere & Co | $571,966 | $571,966 |
| Diageo PLC | $128,119 | $128,119 |
| Dolby Laboratories Inc. | $170,989 | $170,989 |
| Dominion Energy Inc. | $73,952 | $73,952 |
| Duke Energy Corp | $98,664 | $98,664 |
| Dupont De Nemours Inc. | $50,923 | $50,923 |
| Eaton Corp | $63,094 | $63,094 |
| Emerson Electric | $103,937 | $103,937 |
| Enei SPA Spon ADR | $75,347 | $75,347 |
| ENL SPA ADR | $135,679 | $135,679 |
| Envista Holdings Corp | $125,858 | $125,858 |
| Equifax Inc. | $95,042 | $95,042 |
| Expeditors Intl | $198,799 | $198,799 |
| Exponent Inc. | $101,865 | $101,865 |
| Exxon Mobil Corp | $175,818 | $175,818 |
| Factset Resh Systems Inc | $237,115 | $237,115 |
| Fair Isaac Corp | $69,435 | $69,435 |
| FTI Consulting Inc. | $46,370 | $46,370 |
| Fuji film Holdings Corp | $83,917 | $83,917 |
| Gartner Inc | $38,320 | $38,320 |
| General Dynamics | $620,027 | $620,027 |
| Glaxo Welcome PLC SPON Smithkline | $82,403 | $82,403 |
| Globus Med Inc | $103,012 | $103,012 |
| Godaddy Inc. | $78,860 | $78,860 |
| Graco Inc | $39,347 | $39,347 |
| Henry Jack & Assoc | $103,229 | $103,229 |
| Hexcel Corp | $58,203 | $58,203 |
| Hitachi LTD Adr New Japan | $53,264 | $53,264 |
| Home Depot, Inc. | $99,812 | $99,812 |
| Honda Motor Company | $106,756 | $106,756 |
| Honeywell Intl | $351,023 | $351,023 |
| Hunt JB Trans Services Inc. | $77,241 | $77,241 |
| Huntington Ingalls | $102,883 | $102,883 |
| IAA Inc | $70,160 | $70,160 |
| IDEX Corp | $60,736 | $60,736 |
| Illinois Tool Works | $88,781 | $88,781 |
| Illumina Inc. | $185,620 | $185,620 |
| Imperial Brands PLC Spon | $121,525 | $121,525 |
| Interactive Brokers Group Inc CL A | $97,311 | $97,311 |
| Intuitive Surgical Inc. | $152,842 | $152,842 |
| Johnson Controls | $87,168 | $87,168 |
| Johnson & Johnson | $268,155 | $268,155 |
| Jones Lang Lasalle, Inc. | $61,995 | $61,995 |
| JPMorgan Chase | $145,096 | $145,096 |
| KAO Corp Unsponsored ADR | $37,580 | $37,580 |
| Kiby Corporation | $62,355 | $62,355 |
| Kingfisher PLC | $95,192 | $95,192 |
| KKR & Co. Inc. | $50,319 | $50,319 |
| KLA Corp | $46,752 | $46,752 |
| Koninkluke Ahold | $53,349 | $53,349 |
| Kyocera Cosrp ADR Japan Adr | $101,021 | $101,021 |
| Landstar Systems, Inc. | $88,292 | $88,292 |
| Lennox Intl Inc | $157,892 | $157,892 |
| LPL Finl Holdings Inc | $112,841 | $112,841 |
| LKQ Corp | $84,281 | $84,281 |
| Lloyds Banking Group | $127,675 | $127,675 |
| Lowes Companies | $187,684 | $187,684 |
| Manhattan Assoc, Inc. | $34,478 | $34,478 |
| Markel Corp | $106,717 | $106,717 |
| Marriott Intl Inc | $59,854 | $59,854 |
| Marsh & Mclennan Cos Inc. | $263,444 | $263,444 |
| McDonalds | $112,264 | $112,264 |
| McKesson Corp | $231,449 | $231,449 |
| Merck & Co | $109,841 | $109,841 |
| Meta Platforms, Inc | $497,967 | $497,967 |
| Microsoft | $847,044 | $847,044 |
| Mitsubishi Elec Corp Adr Japan | $90,809 | $90,809 |
| Mondi PLC Adr | $61,059 | $61,059 |
| Monster Beverage Corp | $404,191 | $404,191 |
| Morgan Stanley | $110,526 | $110,526 |
| Morningstar Inc | $79,489 | $79,489 |
| Nasdaq Inc | $68,344 | $68,344 |
| Nestle SA | $203,460 | $203,460 |
| Netfix Inc | $398,678 | $398,678 |
| Nike, Inc. | $187,216 | $187,216 |
| Nippon Teleg & Tel Corp SPON | $99,045 | $99,045 |
| Nordson Corp | $194,217 | $194,217 |
| Northrop Grumman | $253,709 | $253,709 |
| Novartis AG | $430,557 | $430,557 |
| Novo Nordisk | $194,890 | $194,890 |
| Nvidia Corp | $460,487 | $460,487 |
| NXP Semiconductors NV Com Eur | $78,541 | $78,541 |
| Occidental Petroleum | $160,876 | $160,876 |
| ON Semiconductor Corp | $85,010 | $85,010 |
| Oracle Corp | $580,027 | $580,027 |
| Paypal Holdings | $142,084 | $142,084 |
| Pepsico Inc. | $160,065 | $160,065 |
| Pfizer Inc | $244,415 | $244,415 |
| Pioneer Nat Res Co | $70,801 | $70,801 |
| Pool Corp | $163,258 | $163,258 |
| PNC Financial Services | $48,961 | $48,961 |
| PPG Industries | $70,037 | $70,037 |
| Prologis Inc Com | $69,329 | $69,329 |
| Progressive Corp Ohio | $120,371 | $120,371 |
| Prosperity Bancshares Inc. | $43,826 | $43,826 |
| Qualcomm Inc. | $296,508 | $296,508 |
| Raytheon Technologies Corp | $291,861 | $291,861 |
| Regeneron Pharmaceuticals | $272,002 | $272,002 |
| Republic Services, Inc. | $103,579 | $103,579 |
| Roche Hld. Ltd Spons Adr Switz | $217,322 | $217,322 |
| Rollins Inc | $58,683 | $58,683 |
| RPM Intl | $94,916 | $94,916 |
| Salesforce Com Inc | $256,164 | $256,164 |
| Sanofi | $130,083 | $130,083 |
| Schein Henry Inc | $31,389 | $31,389 |
| Scotts Miracle-Gro Co CL A | $49,465 | $49,465 |
| SEI Investments Co | $325,182 | $325,182 |
| Service Corp Intl | $39,686 | $39,686 |
| Shell PLC Spon Adr | $129,960 | $129,960 |
| Sherman Williams Co | $44,143 | $44,143 |
| Shopify Inc. | $140,194 | $140,194 |
| Singapore Telecom | $51,016 | $51,016 |
| Siteone Landscape Supply Inc | $91,744 | $91,744 |
| Snam | $105,732 | $105,732 |
| Sony Group Corp | $136,007 | $136,007 |
| Southern Co | $105,972 | $105,972 |
| SSE Plc Spon Adr | $113,690 | $113,690 |
| Starbucks Corp | $267,542 | $267,542 |
| State Street Corp | $101,462 | $101,462 |
| Taiwan Semiconductor | $43,055 | $43,055 |
| Taarget Corp | $55,294 | $55,294 |
| Takeda Pharmaceutical Co | $130,510 | $130,510 |
| Teledyne Technologies, Inc. | $87,580 | $87,580 |
| Teleflex, Inc. | $112,583 | $112,583 |
| Telia Co | $65,613 | $65,613 |
| Texas Instruments | $112,515 | $112,515 |
| Treadyne Inc. | $94,600 | $94,600 |
| Tesco ADR | $91,037 | $91,037 |
| Tesla Inc. | $237,491 | $237,491 |
| Thermo Fisher Scientific | $85,357 | $85,357 |
| Thor Industries, Inc. | $85,908 | $85,908 |
| Tokio Marine Holdings Inc | $109,679 | $109,679 |
| Toyota Industries Corp | $68,263 | $68,263 |
| Toyota Motor Corp (New Japan) | $74,163 | $74,163 |
| Trimble Inc | $49,599 | $49,599 |
| Ultra Beauty | $50,190 | $50,190 |
| Umpqua Holdings Corp | $36,360 | $36,360 |
| Union Pacific Corp | $121,550 | $121,550 |
| United Overseas Bank | $148,758 | $148,758 |
| United Health Group Inc | $135,196 | $135,196 |
| Vertex Pharmaceutical Inc. | $318,236 | $318,236 |
| Viatris Inc. | $3,806 | $3,806 |
| VISA Inc | $665,248 | $665,248 |
| Walt Disney Co | $285,314 | $285,314 |
| Waste Mgmt Inc. | $345,136 | $345,136 |
| Watsco, Inc. | $72,326 | $72,326 |
| Wex Inc | $83,625 | $83,625 |
| WH Group Ltd Spon Adr | $91,714 | $91,714 |
| Woodward Inc. | $28,500 | $28,500 |
| Workday Inc Cl A | $112,278 | $112,278 |
| WPP PLC New Spon | $98,369 | $98,369 |
| Yum China Holdings | $83,997 | $83,997 |
| Yum! Brands Inc | $169,194 | $169,194 |
| Zebra Techologies Corp | $95,645 | $95,645 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $18,929,967 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $18,929,967 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized decrease in value of investments | Desc |
| Amt | $14,930,574 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank charges | $3,694 | $924 | $2,770 |
| Subscriptions | $2,000 | $500 | $1,500 |
| Insurance | $4,333 | $1,083 | $3,250 |
| Telephone | $8,811 | $2,203 | $6,608 |
| Office expenses | $13,771 | $3,443 | $10,328 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $430,192 | Amt |
| Net Investment Income | $430,192 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise tax | $44,736 | $0 | $0 |
| Foreign tax | $26,359 | $26,359 | $0 |
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