2022-04-01T13:11:42-07:00 2021-11-30 741194944 Bumgardner Morrison & Company LLP 1501 E Mockingbird Ln STE 300 Victoria TX 77903 990PF 2020-12-01 746076961 M G & LILLIE A JOHNSON FOUNDATION INC MG&L 3615757970 P O BOX 2269 VICTORIA TX 77902 ROBERT HALEPESKA EXEC VICE PRESIDENT 2022-04-01 true ROBERT HALEPESKA 999009999 JACK R MORRISON JR P00047019 3615750271 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X 200132255 X X 3307097 3307097 67771 67771 67771 3656576 3656576 3656576 7998742 7998742 15030186 15030186 263580 253580 10000 27950 27950 13860 13860 370140 370140 723373 529171 2130 21330 21330 472 472 37859 37859 1458564 1212080 54412 8146811 8146811 9605375 1212080 8201223 5424811 13818106 200000 200000 200000 24497541 22761202 22761202 250458 74969914 83028397 151486179 4736429 4251614 4447344 2680329 2680329 2680329 14888 14888 10133800 184103 22043 11103730 107518774 112943585 200132255 0 X 107518774 112943585 107518774 112943585 107518774 112943585 107518774 5424811 112943585 112943585 schedule ATTACHED P 2021-11-30 3423700 3423700 3423700 Capital Gain Dividends 232876 3656576 3423700 192072 192072 192072 214102 214102 X 22030 22030 false false false false false false false true true TX true false false false false true mglajohnsonfoundation.com ROBERT HALEPESKA 3615757970 ONE OCONNOR PLAZA STE 905 VICTORIA TX 77901 false false false false true false false false false false false false false false false false false false false false false false M H BROCK 807 S HANOVER EDNA TX 77957 Trustee 1.00 1500 RUSSELL MARSHALL 6017 COUNTRY CLUB DRIVE VICTORIA TX 77904 sec/treas 1.00 1000 DENNIS SIMONS P O BOX 309 EDNA TX 77957 Trustee 1.00 1500 ROSEMARY RUST 616 BOB-O-LINK LANE WHARTON TX 77488 Trustee 1.00 1500 JACK R MORRISON JR P O BOX 3750 VICTORIA TX 77903 Chairman 2.00 1500 JAMES A BOULIGNY 1305 AVENUE K EL CAMPO TX 77437 VICE CHAIR 1.00 1500 TERRELL MULLINS 503 E FOURTH STREET HALLETTSVILLE TX 77964 Trustee 1.00 1500 ROBERT L HALEPESKA 206 TRACY LANE VICTORIA TX 77904 Exec VICE PRES 40.00 253580 NONE WELLS FARGO BANK ONE OCONNOR PLAZA VICTORIA TX 77901 INVESTMENT ADVISORY 95805 prosperity bank 101 s main victoria TX 77901 investment advisory 54654 ameritrade sather financial 120 e constitution victoria TX 77904 investment advisory 55826 UBS FINANCIAL SERVICES INC 15958 CITY WALK 240 HOUSTON TX 774796584 INVESTMENT ADVISORY 163855 155491149 21669929 21187155 198348233 0 198348233 2975223 195373010 9768651 9768651 192072 192072 9576579 9576579 9576579 8201223 8201223 8201223 9576579 7498496 8201223 7498496 0 702727 8873852 M G LILLIE A JOHNSON FOUNDATION P O BOX 2269 VICTORIA TX 77902 3615757970 GRANT APPLICATIONS MUST BE SUBMITTED IN WRITING, SHOULD INCLUDE BIOGRAPHICAL INFORMATION ABOUT THE PROSPECTIVE GRANTEE AND MUST INCLUDE SATISFACTORY EVIDENCE TO ASSURE OUR TRUSTEES THAT THE APPLICANT IS A QUALIFIED ORGANIZATION TO WHICH THE JOHNSON FOUNDATION MAY PROVIDE FUNDS IN ACCORDANCE WITH PERTINENT INTERNAL REVENUE SERVICE CODE SECTIONS AND REGULATIONS. THE APPLICANT SHOULD ALSO SPECIFY THE AMOUNT OF FUNDS REQUESTED, THE INTENDED USE OF THE FUNDS AND THE ANTICIPATED LENGTH OF TIME WITHIN WHICH THE FUNDS WILL BE EXPENDED. 30 DAYS PRIOR TO THE MEETING DATE(S) OF THE TRUSTEES GENERALLY PREFER TO CONFINE FUNDING TO HEALTH CARE OR HIGHER EDUCATION RELATED GRANTEES. LAMAR VOLUNTEER FIRE DEPT 302 BOIS DARC ROCKPORT TX 78382 N/A FUND PURCHASE OF BREATING APPARATUS EQUIP 48000 COASTAL BEND COLLEGE 3800 CHARCO ROAD BEEVILLE TX 78102 N/A REMODEL & EQUIP DENTAL HYGIENE DEPT 85000 GOLIAD COUNTY EMS 611 E END ST GOLIAD TX 77963 N/A LIFE PAK DEFIBRILLTION EQUIP 50000 GOLIAD COUNTY OUTREACH P O BOX 1314 GOLIAD TX 77963 N/A CONSTRUCT FOOD STORAGE FACILITY 21750 WEESATCHE VOLUNTEER FIRE DEPT P O BOX 22 WEESATCHE TX 77993 N/A PURCHASE CHASSIS FOR BRUSH/FIRE FIGHTING VEHICLE 50000 JACKSON COUNTY HOSPITAL DIST 1013 S WELLS EDNA TX 77957 N/A PURCHASE GENERAC GENERATOR FOR THE JACKSON COUNTY HOSPITAL 110000 GULF COAST CASA 3020 4TH STREET BAY CITY TX 77414 N/A PURCHASE OFFICE FURNITURE & EQUIPMENT 3500 WOODSBORO FIRE DEPT P O BOX 702 WOODBORO TX 78393 N/A PIRCHASE PERSONAL PROTECTIVE EQUIP 39000 YMCA OF THE GOLDEN CRESCENT 1806 N NIMITZ VICTORIA TX 77901 N/A PURCHASE A SCTEAM BUS 80000 INEZ FIRE DEPT P O BOX 427 INEZ TX 77968 N/A PURCHASE BRUSH TRUCK 50000 GULF BEND CENTER 6502 NURSERY DRIVE VICTORIA TX 77904 N/A FUND INFORMATION TECHNOLOGY FOR THE RENOVATION PROJECT 300000 UNIV OF HOUSTON-VICTORIA 3007 N BEN WILSON VICTORIA TX 77901 N/A PARTIAL FUNDING CONSTRUCTION OF HEALTH & WELLNESS CENTER 1000000 VICTORIA COLLEGE 2200 E RED RIVER VICTORIA TX 77901 N/A PARTIAL FUNDING FOR CONSTRUCION OF A COMPREHENSIVE STUDENT CENTER 750000 WELDER WILDLIFE CONSERVATION P O BOX 1400 SINTON TX 78387 N/A WATER SYSTEM UPDATES 60000 TRI-COUNTY EMS P O BAX 1378 INGLESIDE TX 78362 N/A PURCHASE OF AMBULANCE 25000 CALHOUN COUNYT EMS 705 HENRY BARBER WAY PORT LAVACA TX 77979 N/A UPGRADE AND REMOUNT AMBULANCE MODULE ON NEW CHASSIS 75000 MEMORIAL MEDICAL CENTER P O BOX 25 PORT LAVACA TX 77979 N/A FUND PURCHASE OF RADIOGRAPHY & FLUOROSCOPY SYSTEM 453582 COLORADO COUNTY EMS 305 RODEO LANE 1 COLUMBUS TX 78934 N/A PURCHASE NEW AMBULANCE 50000 LAVACA COUNTY EMS 906 N TEXANA HALLETTSVILLE TX 77964 N/A PURCHASE A NEW TRANSIT VAN 50000 LAVACA MEDICAL CENTER 1400 N TEXANA HALLETTSVILLE TX 77964 N/A PURCHASE OPHTHALMIC SURGICAL MICROSCOPE 51000 LAVACA SWIMMING POOL INC P O BOX 861 HALLETTSVILLE TX 77964 N/A BUILD A SPLASH PAD AT COMMUNITY POOL 75000 CHILDREN'S DISCOVERY MUESUM P O BOX 3781 VICTORIA TX 77903 N/A SECURITY CAMERAS AND & MONITORING SYSTEM 25000 WHARTON COUNTY LIBRARY 1920N FULTON WHARTON TX 77488 N/A COMPUTERS & OTHER TECHNOLOGY UPDATES 34200 HESEDS HOUSE OF WHARTON 413 W COLORADO WHARTON TX 77488 N/A REPAIR & REFURBISH NEW FACILITY PROVIDED BY THE CITY 65000 EL CAMPO POLICE DEPT 1011 WLOOP EL CAMPO TX 77437 N/A PURCHASE SPEED TRAILER/DIGITAL MESSAGING SIGN 17656 CITY OF BEEVILLE P O BOX 1281 BEEVILLE TX 78104 N/A AIR COMPRESSOR AND FILL STATION FOR FIRE DEPT 33000 CITIZENS PORMOTING MEDICAL EXCELLEN 405 N ADAMS BEEVILLE TX 78102 N/A TECHNOLOGY NEEDS, HVAC SYSTEM, SECURITY LIGHTING AND ALARM SYSTEMS 12770 CUERO REGIONAL HOSPITAL 2550 N ESPLANADE CUERO TX 77954 N/A PURCHASE AMBULANCE 100000 COMMUNITY CONNECTIONS OF LAVACA COU P O BOX 531 HALLETTSVILLE TX 77964 N/A EMERGENY SUPPLIES FRO WEATHE RELATED EVENTS 25000 HALLETTSVILLE VOLUNTEER FIRE DEPT P O BOX 84 HALLETTSVILLE TX 77964 N/A FIRE & RESCUE EQUIPMENT 43000 VICTORIA AREA ROAD RUNNERS ASSN 164 DEWBERRY LANE VICTORIA TX 77904 N/A RACE & TIMING EQUIPMENT 10000 HOSPICE OF SOUTH TEXAS 605 E LOCUST VICTORIS TX 77901 N/A BUILDING RENOVATION AND TECHNOLOGY/MEDIA EQUIPMENT 89350 BROWNSON HOME P O BOX 2022 VICTORIA TX 77902 N/A PURCHASE TWO VEHICLES 90000 BOYS GIRLS CLUB OF EL CAMPO P O BOX 449 EL CAMPO TX 77437 N/A REPAIRS & RENOVATION AT FACILITY 58538 CRISIS CENTER P O BOX 1820 BAY CITY TX 77404 N/A PURCHASE A BUILDING TO PROVIDE SERVICES FOR SEXUAL ABUSE VICTIMS 280500 EL CAMPO EMS 1011 WEST LOOP EL CAMPO TX 77437 N/A PURCHASE A VEHICLE FOR SUPERVISOR 52365 EL CAMPO MEMORIAL HOSPITAL 303 SANDY CORNER ROAD EL CAMPO TX 77437 N/A CONSTRUCTION OF NEW HOSPITAL WING 1500000 WHARTON COUNTY JUNIOR COLLEGE 911 BOLING HWY WHARTON TX 77488 N/A SCHOLARSHIP FUNDS FOR NURSING & ALLIED HEALTH STUDENTS 370000 UNIVERSITY OF HOUSTON - VICTORIA 3007 N BEN WILSON VICTORIA TX 77901 N/A FUNDING FOR STUDENT HEALTH & WELLNESS CENTER 1000000 VICTORIA COLLEGE 2200 E RED RIVER VICTORIA TX 77901 N/A SCHOLARSHIPS FOR NURSING & ALLIED HEALTH STUDENTS 550000 UNIVERSITY OF HOUSTON - VICTORIA 3007 N BEN WILSON VICTORIA TX 77901 N/A SCHOLARSHIP FUNDS FOR STUDENTS IN NURSING & ALLIED HEALTH PROGRAMS 300000 PERPETUAL HELP HOME P O BOX 4305 VICTORIA TX 77903 N/A FUNDS TO RENOVATE THE EDUCATION CENTER 60000 TEAM FIRST BOOK - MATAGORDA COUNTY 326 MAIN STREET PALACIOS TX 77465 N/A PURCHASE CHILDREN'S BOOKS TO PLACE IN AREA LIBRARIES 3600 8146811 14 3307097 16 67771 232876 3423700 OIL & GAS leases & rentals 16 715606 OIL & GAS ROYALTIES 15 7283136 11606486 3423700 15030186 false false false false false false false false false false bumgardner morrison & co 2750 0 0 2750 roloff hnatek & co 11110 0 0 11110 Land 2680329 2680329 Furniture and Fixtures 14888 14888 Land 10133800 EXCISE TAX OVERPAYMENT 184102 22042 22030 MINERAL INTERESTS 1 1 11081700 BANK FEES 518 518 DUES & SUBSCRIPTIONS 5935 5935 INSURANCE 11626 11626 OFFICE EXPENSE 6390 6390 OTHER OIL & GAS RELATED EXPENSE 13390 13390 OIL & GAS leases & rentals 715606 715606 OIL & GAS ROYALTIES 7283136 7283136 ameritrade (sather financial) 55826 55826 0 0 prosperity bank 54654 54654 0 0 ubs financial services 163855 163855 0 0 wells fargo advisors 95805 95805 0 0 192076 280504 280504 ad valorem taxes 211204 211204 excise 192072 foreign taxes & adr fees 24924 24924 payroll taxes 14669 12539 2130