GARVER BLACK HILYARD FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GARVER BLACK HILYARD FAMILY FOUNDATION (EIN 76-0556696)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-04-14
- IRS object ID
- 202231049349101008
- Schema version
- 2020v4.2
- 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
- Expenditure Responsibility Stmt
- 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 | 2022-04-14T13:36:41-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 Road | 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 | 2021-10-25 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | C | PersonFirstNm |
| Person Last | Garver | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,229,593 | 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 | $94,118 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $94,118 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,162,187 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,162,187 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,210,803 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,880,770 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,210,803 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,467,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,467,108 | 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 | $59,021 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $59,021 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,003 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,003 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,546 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,031 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,515 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $187,496 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $187,496 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $264,066 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $197,527 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,539 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,172,439 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,172,439 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,436,505 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $197,527 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,238,978 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,603 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,269,581 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,811,075 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,524,033 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,524,033 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | -$440 | AcctRcvblAmt |
| Acct Rcvbl BOY | $37,624 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | -$440 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | -$440 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $10,733,145 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $12,066,100 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $10,733,145 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $10,733,145 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $22,357,232 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,878,583 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,520,789 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,112,002 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,279,315 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,617,063 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,186,570 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,186,570 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,835,003 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $39,570,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,601,206 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,229,593 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $39,570,603 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,601,206 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,570,603 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,601,206 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,570,603 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,601,206 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,570,603 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,603 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $39,601,206 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,601,206 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| Intuitive Surgical Inc | 2020-04-21 | 2020-11-17 | $17,631 | $12,120 | $5,511 | $5,511 | |
| Salesforce com | 2020-03-19 | 2020-11-30 | $52,179 | $28,694 | $23,485 | $23,485 | |
| Varian Medical | 2020-06-30 | 2020-11-25 | $21,593 | $14,848 | $6,745 | $6,745 | |
| Workday Inc | 2020-03-20 | 2020-11-30 | $22,321 | $13,104 | $9,217 | $9,217 | |
| Alcon | 2016-03-15 | 2020-01-03 | $17,895 | $14,438 | $3,457 | $3,457 | |
| Amazon | 2016-03-15 | 2020-11-17 | $207,002 | $43,643 | $163,359 | $163,359 | |
| Alibaba | 2016-03-15 | 2020-11-24 | $85,335 | $23,527 | $61,808 | $61,808 | |
| Alphabet inc | 2019-01-22 | 2020-01-03 | $13,623 | $7,258 | $6,365 | $6,365 | |
| American Express | 2017-12-11 | 2020-01-02 | $7,747 | $6,132 | $1,615 | $1,615 | |
| Amgen | 2017-12-11 | 2020-05-22 | $290,059 | $185,001 | $105,058 | $105,058 | |
| Autodesk | 2016-01-22 | 2020-12-03 | $65,365 | $12,469 | $52,896 | $52,896 | |
| Automatic Data Proc | 2016-03-15 | 2020-11-30 | $17,521 | $8,781 | $8,740 | $8,740 | |
| Cerner | 2016-03-15 | 2020-11-30 | $26,964 | $19,930 | $7,034 | $7,034 | |
| Cisco System | 2016-03-15 | 2020-11-30 | $23,199 | $15,301 | $7,898 | $7,898 | |
| Coco Cola | 2016-03-15 | 2020-11-30 | $291,455 | $330,369 | -$38,914 | -$38,914 | |
| Danone - Spons | 2016-03-15 | 2020-04-09 | $280,836 | $325,976 | -$45,140 | -$45,140 | |
| Deere co | 2016-10-05 | 2020-11-30 | $47,862 | $15,608 | $32,254 | $32,254 | |
| Expeditors | 2016-03-15 | 2020-11-30 | $27,301 | $14,648 | $12,653 | $12,653 | |
| Factset Resh | 2016-03-15 | 2020-11-30 | $32,866 | $15,843 | $17,023 | $17,023 | |
| Facebook inc | 2016-03-15 | 2020-11-30 | $106,232 | $41,427 | $64,805 | $64,805 | |
| Merck | 2017-12-11 | 2020-04-22 | $176,557 | $114,838 | $61,719 | $61,719 | |
| Microsoft | 2016-03-15 | 2020-11-30 | $66,545 | $17,598 | $48,947 | $48,947 | |
| Monster Beverage | 2016-01-22 | 2020-11-30 | $45,096 | $25,638 | $19,458 | $19,458 | |
| Nvidia | 2019-11-10 | 2020-11-17 | $37,172 | $9,967 | $27,205 | $27,205 | |
| Novo Nordisk | 2016-03-15 | 2020-11-27 | $293,779 | $287,990 | $5,789 | $5,789 | |
| Oracle | 2016-03-15 | 2020-11-30 | $52,374 | $35,841 | $16,533 | $16,533 | |
| Procter & Gamble | 2016-03-15 | 2020-04-13 | $397,232 | $287,620 | $109,612 | $109,612 | |
| Qualcomm Inc | 2016-03-15 | 2020-11-30 | $111,871 | $79,228 | $32,643 | $32,643 | |
| Regeneron Pharmactls | 2016-08-01 | 2020-11-30 | $79,427 | $60,309 | $19,118 | $19,118 | |
| Roche Hldg Ltd | 2016-08-01 | 2020-11-30 | $45,960 | $39,978 | $5,982 | $5,982 | |
| SEI Invt | 2016-01-22 | 2020-11-30 | $15,804 | $12,985 | $2,819 | $2,819 | |
| Varian Medical | 2016-01-22 | 2020-11-30 | $186,819 | $108,711 | $78,108 | $78,108 | |
| Yum Brands inc | 2016-03-15 | 2020-11-30 | $31,411 | $16,876 | $14,535 | $14,535 | |
| Yum China Holdings | 2016-03-15 | 2020-11-30 | $57,023 | $25,147 | $31,876 | $31,876 | |
| Visa Inc | 2016-01-22 | 2020-11-30 | $79,887 | $23,234 | $56,653 | $56,653 | |
| Colgate Palmolive | 2018-04-03 | 2020-11-30 | $27,929 | $23,304 | $4,625 | $4,625 | |
| JPMorgan Equity Income | 2020-05-28 | 2020-06-22 | $72,735 | $80,230 | -$7,495 | -$7,495 | |
| Halliburton Company | 2016-03-15 | 2020-05-26 | $72,174 | $212,955 | -$140,781 | -$140,781 | |
| SP500 ARN Issuer | 2018-12-20 | 2020-02-28 | $293,650 | $250,000 | $43,650 | $43,650 | |
| SP500 CLIRN | 2019-02-21 | 2020-04-24 | $510,292 | $500,000 | $10,292 | $10,292 | |
| SX5E ARN Issuer | 2019-05-30 | 2020-07-31 | $371,420 | $366,840 | $4,580 | $4,580 | |
| SX5 Arn Issuer | 2019-07-25 | 2020-09-25 | $297,469 | $321,000 | -$23,531 | -$23,531 | |
| SXE ARN Issuer | 2019-10-24 | 2020-12-24 | $486,550 | $500,000 | -$13,450 | -$13,450 | |
| VIATRIS | 2016-03-15 | 2020-11-20 | $2 | $1 | $1 | $1 | |
| JPMorgan Equity Income | 2019-06-18 | 2020-06-22 | $2,767,787 | $2,628,060 | $139,727 | $139,727 | |
| Sprint Capital Corp | 2019-03-29 | 2020-04-27 | $590,000 | $492,500 | $97,500 | $97,500 | |
| Capital Gains Dividends | $58,819 | $58,819 | $58,819 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,210,803 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,547 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,547 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,547 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,778 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,778 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,231 | OverpaymentAmt |
| Applied To ES Tax | $9,231 | 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 | 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
| 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 | $59,021 | 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 | $186,994 | 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 | $31,558,910 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,094,553 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,568,148 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,221,611 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,221,611 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $708,324 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,513,287 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,325,664 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,325,664 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,547 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,547 | TotalTaxAmt |
| Distributable Before Adj | $2,294,117 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,294,117 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,294,117 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,238,978 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,238,978 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,238,978 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,294,117 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,163,943 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,238,978 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,163,943 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,035 | 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 | $2,219,082 | 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 (45 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 | Pledge Agreement for Capital Campaign | $760,000 |
| Buffalo Bayou Partnership | ||||||
| 1019 Commerce St Ste 200 | Houston | TX | 77002 | PC | East End Master Plan Contribution | $400,000 |
| Houston Area Research Council | ||||||
| 8801 Gosling Road | The Woodlands | TX | 77381 | PC | Research project | $100,000 |
| Texas A&M Foundation | ||||||
| 401 George Bush Drive | College Station | TX | 77840 | PC | Scholarship Fund | $25,000 |
| Gracewood CAHF | ||||||
| 187 Elmview Drive | Houston | TX | 77080 | PC | Pledge agreement for capital campaign | $100,000 |
| Houston Parks Board | ||||||
| 300 North Post Oak Lane | Houston | TX | 77024 | PC | General Charitable Purpose | $100,000 |
| Bayou Preservation Assoc | ||||||
| 7305 Navigation Blvd Suite A | Houston | TX | 77011 | PC | General Charitable Purpose | $50,000 |
| Texans For Clean Water Inc | ||||||
| 2748 Bingle Road | Houston | TX | 77055 | To educate the public about the problems of litter in TX waterways and ways to protect the TX environment. | $202,000 | |
| Container Recycling Institute | ||||||
| 4361 Keystone Ave | Culver City | CA | 90232 | PC | General Charitable Pupose | $30,000 |
| Texas A & M Foundation | ||||||
| 401 George Bush Drive | College Station | TX | 77840 | PC | Scholarship Fund | $20,000 |
| Houston Methodist Hospital Foundation | ||||||
| 1704 Sunset Blvd | Houston | TX | 77005 | PC | Houston Alzheimer's Study Pledge | $20,000 |
| Galveston Bay Foundation | ||||||
| 1725 HIghway 146 | Kemah | TX | 77565 | PC | General Charitable Purpose | $20,000 |
| Texas Conservative Coalition Research Inst | ||||||
| PO Box 2659 | Austin | TX | 78768 | PC | General Charitable Purpose | $30,000 |
| Bayou City Waterkeeper | ||||||
| 2010 N Loop West Suite 275 | Houston | TX | 77018 | PC | General Charitable Purpose | $10,000 |
| Houston Food Bank | ||||||
| 535 Portwall St | Houston | TX | 77029 | PC | General Charitable Purpose | $100,000 |
| Texas Campaign for the Environment | ||||||
| 105 West Riverside St 120 | Austin | TX | 78768 | PC | General Charitable Purpose | $5,000 |
| Texas A& M Foundation | ||||||
| 401 George Bush Drive | College Station | TX | 77840 | PC | CEHD 50th Anniversary Fund Educational | $9,039 |
| Team BCI Charitable Relief Fund | ||||||
| 1173 Brittmore Road | Houston | TX | 77043 | PC | General Charitable Purpose | $10,000 |
| St John's School | ||||||
| 2401 Claremont Lane | Houston | TX | 77019 | PC | Allison Wallace '83 Scholarship Fund | $8,000 |
| American Lung Assoc in Texas | ||||||
| 102 McDowell Rd | Phoeniz | AZ | 85003 | PC | General Charitable Purpose | $5,000 |
| 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 | $5,000 |
| 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 |
| Katy Prairie Conservancy | ||||||
| 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 | $5,000 |
| National Multiple Sclerosis Society | ||||||
| PO Box 4527 | New York | NY | 10163 | PC | General Charitable Purpose | $5,000 |
| Spark School Park Program | ||||||
| PO Box 1562 | Houston | TX | 77251 | PC | General Charitable Purpose | $5,000 |
| 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 | $2,500 |
| Houston Botanic Garden | ||||||
| 8205 N Bayou Drive | Houston | TX | 77017 | PC | General Charitable Purpose | $4,400 |
| 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 | $2,000 |
| University of Houston Downtown | ||||||
| One Main Street Suite 990-S | Houston | TX | 77002 | PC | General Charitable Purpose | $2,000 |
| Alley Theatre | ||||||
| 615 Texas Avenue | Houston | TX | 77002 | PC | General Charitable Purpose | $1,000 |
| 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 |
| Houston Audobon | ||||||
| 440 Wilchester Blvd | Houston | TX | 77079 | PC | General Charitable Purpose | $1,000 |
| Houston Barc | ||||||
| PO Box 22568 | Houston | TX | 77227 | PC | General Charitable Purpose | $1,000 |
| 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 | $1,000 |
| Special Pals | ||||||
| 3830 Greenhouse Rd | Houston | TX | 77084 | PC | General Charitable Purpose | $500 |
| Trees for Houston | ||||||
| PO Box 270477 | Houston | TX | 77277 | PC | General Charitable purpose | $1,000 |
| Keep Texas Beautiful | ||||||
| 8850 Business Park | Austin | TX | 78759 | PC | Texas Clean & Healty Initiative Education | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,172,439 | 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 | $94,118 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,162,187 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,210,803 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,467,108 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,467,108 | 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 |
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 | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Texans for Clean Water Inc | |||||||||||
| 2748 Bingle Road | Houston | TX | 77055 | 2020-07-20 | $74,000 | To Educate the public about the problems of litter in Texas waterways and ways to protect the Texas environment | $74,000 | None to the knowledge of Garver Black Hilyard Family Foundation | 09292020 | 2020-09-29 | Garver Black Hilyard Family Foundation received the 2020 annual report, which reports and evidences the usage of the funds. |
| Texans for Clean Water Inc | |||||||||||
| 2748 Bingle Road | Houston | TX | 77055 | 2020-09-30 | $128,000 | To Educate the public about the problems of litter in Texas waterways and ways to protect the Texas environment | $128,000 | None to the knowledge of Garver Black Hilyard Family Foundation | 02112021 | 2021-02-11 | Garver Black Hilyard Family Foundation received the 2020 annual report, which reports and evidences the usage of the funds. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Citizens Communications Bond | $193,640 | $96,500 |
| Ford Motors Bonds | $425,862 | $550,250 |
| Ford Motor Bonds | $659,813 | $970,313 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Dreyfus Fund | $1,232,167 | $1,306,497 |
| Microsoft Corp | $75,788 | $400,356 |
| Altria Group Inc | $443,501 | $492,000 |
| Phillip Morris | $1,953,040 | $2,087,384 |
| See ML 04k02 Stmt Attached | $13,381,958 | $23,442,702 |
| Pfizer | $476,603 | $614,727 |
| Yum Brands | $224,266 | $434,240 |
| Schlumberger | $174,216 | $52,932 |
| Phillips 66 | $248,791 | $202,826 |
| Lennar | $270,719 | $461,192 |
| Johnson & Johnson | $215,110 | $314,760 |
| Intel | $125,430 | $199,280 |
| Caterpillar | $716,700 | $1,820,200 |
| Cisco | $137,850 | $223,750 |
| Citigroup | $15,440 | $22,506 |
| Tweedy Browne Fund Inc | $351,449 | $402,591 |
| Albermerle | $204,506 | $295,040 |
| Exxon | $721,304 | $618,300 |
| Chevron | $141,576 | $168,900 |
| Viatris | $26,284 | $38,829 |
| Banco Bilbao Vizcaya | $83,395 | $123,500 |
| SP500 ARNS Issuer BNS | $700,000 | $726,810 |
| SP500 CLIRN Issuer CIBC | $510,290 | $570,198 |
| SX5E ARN Issuer CIBC | $371,000 | $386,100 |
| SX5E ARN Issuer CS | $297,000 | $309,979 |
| SX5E ARN Issuer BNS | $486,550 | $486,550 |
| SP500 ARNS Issuer BNS | $293,650 | $318,640 |
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 | $1,835,003 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | attorney fees | CategoryTxt |
| Legal Fees | $3,003 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,003 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| safe deposit box | $502 | $502 | $0 |
| Broker fees | $186,994 | $186,994 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes | $10,031 | $10,031 | $0 |
| Payroll Taxes | $4,515 | $0 | $4,515 |