JOHN P MCGOVERN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN P MCGOVERN FOUNDATION (EIN 74-6053075)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-28
- IRS object ID
- 202503019349101560
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-28T17:59:09-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | Vice President & Secretary | PersonTitleTxt |
| Phone | 7135245255 | PhoneNum |
| Signature | 2025-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2025-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $138,354,350 | 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 | $26,440,984 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,454,025 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,454,025 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,347,954 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,347,954 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,885,389 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $85,977,032 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,885,389 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,128,352 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,687,368 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $287,981 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $57,596 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $230,385 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $116,055 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $23,211 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $92,844 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $49,806 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,961 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $39,845 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $84,133 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,034 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $45,478 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $531,669 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $465,443 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $66,226 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $207,648 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,469 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,745 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,438 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,307 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,307,037 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $611,152 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $497,085 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,343,258 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,553,258 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,650,295 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $611,152 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,050,343 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,478,057 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,076,216 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $831,270 | CashBOYAmt |
| Cash EOY | $474,419 | CashEOYAmt |
| Cash EOYFMV | $474,419 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $38,759,319 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,245,773 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,245,773 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $62,439 | AcctRcvblAmt |
| Acct Rcvbl BOY | $164,528 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $62,439 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $62,439 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $12,341,671 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,300,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,300,000 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $43,645,962 | CorporateStockBOYAmt |
| Corporate Stock EOY | $40,881,029 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,881,029 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $29,743,874 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $28,390,690 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $28,390,690 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $125,486,624 | TotalAssetsBOYAmt |
| Total Assets EOY | $138,354,350 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $138,354,350 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $25,003 | AccountsPayableEOYAmt |
| Grants Payable BOY | $62,453,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $48,243,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $62,453,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,268,503 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $63,033,124 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $90,085,847 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $63,033,124 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $90,085,847 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $125,486,624 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $138,354,350 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $63,033,124 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,478,057 | ExcessRevenueOverExpensesAmt |
| Other Increases | $574,666 | OtherIncreasesAmt |
| Subtotal | $90,085,847 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $90,085,847 | 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 | $85,590,684 | $80,091,643 | $5,499,041 | $5,499,041 |
| Capital gain distributions | $386,071 | $386,071 | $386,071 | |
| Securities litigation proceeds | $277 | $277 | $277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,885,389 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $140,059 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $140,059 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $140,059 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $291,079 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $291,079 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $151,020 | OverpaymentAmt |
| Applied To ES Tax | $151,020 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Shelia Lewis | IndividualWithBooksNm |
| Phone | 7135245255 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Norfolk Ste 900 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| William C Shrader | ||||||||
| 2211 Norfolk St Ste 900 | Houston | TX | 77098 | President | 5.00 | $15,000 | $0 | $0 |
| Julia Mitchell | ||||||||
| 2211 Norfolk St Ste 900 | Houston | TX | 77098 | Vice President & Secretary | 20.00 | $143,681 | $12,332 | $0 |
| Sheila Lewis | ||||||||
| 2211 Norfolk St Ste 900 | Houston | TX | 77098 | Treasurer | 24.00 | $129,300 | $14,630 | $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 | $116,055 | CompensationAmt |
| Employee Benefits | $22,844 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS Financial Services Inc | |||||
| 1780 Hughes Landing Blvd | The Woodlands | TX | 77381 | Investment management | $423,713 |
| Insperity Inc | |||||
| 1333 West Loop South 1400 | Houston | TX | 77027 | PEO services | $82,783 |
| 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 | $105,722,438 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,663,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $307,439 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $136,693,712 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $136,693,712 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,050,406 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $134,643,306 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,732,165 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,732,165 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $140,059 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $140,059 | TotalTaxAmt |
| Distributable Before Adj | $6,592,106 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,592,106 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,592,106 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,050,343 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,050,343 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,592,106 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,336,575 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,167,089 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,061,088 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,543,570 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,153,710 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,262,032 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,050,343 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,592,106 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,458,237 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $30,720,269 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $7,336,575 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,383,694 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,167,089 | ExcessFromYear4Amt |
| Excess From Year3 | $1,061,088 | ExcessFromYear3Amt |
| Excess From Year2 | $2,543,570 | ExcessFromYear2Amt |
| Excess From Year1 | $1,153,710 | ExcessFromYear1Amt |
| Excess From Current Year | $17,458,237 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
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 | Applicants should submit requests which include a letter describing the need or grant request, verification of 501(c)3 status, a list of the 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 promote health, the arts and the enhancement to and preservation of the environment. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (244 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 3A Bereavement Foundation | |||||||
| 5330 Griggs Rd Ste D108 | Houston | TX | 77021 | N/A | PC | 2024-25 program support for "Kids Grieve Too Program" | $3,000 |
| Alcohol and Drug Abuse Women's Center | |||||||
| 201 First St | Galveston | TX | 77550 | N/A | PC | 2024 "Angels Among Us Luncheon" | $1,500 |
| Alcohol and Drug Abuse Women's Center | |||||||
| 201 First St | Galveston | TX | 77550 | N/A | PC | Program Support | $35,000 |
| Alcohol and Drug Abuse Women's Center | |||||||
| 201 First St | Galveston | TX | 77550 | N/A | PC | General support | $1,500 |
| Alzheimers Association | |||||||
| 6055 S Loop East | Houston | TX | 77087 | N/A | PC | Walk to End Alzheimer's | $2,000 |
| Alzheimers Association | |||||||
| 6055 S Loop East | Houston | TX | 77087 | N/A | PC | 2024 Ride to End ALZ - TEXAS; Team MTHCC / Methodist; Sponsored Rider Darrell Hubbard | $500 |
| Alzheimers Association | |||||||
| 6055 S Loop East | Houston | TX | 77087 | N/A | PC | Program support | $4,000 |
| Amazing Place | |||||||
| 3735 Drexel Dr | Houston | TX | 77027 | N/A | PC | Program support | $25,000 |
| American Association of Colleges of Nursing | |||||||
| 655 K St Nw Ste 750 | Washington | DC | 20001 | N/A | PC | 2024 Production of JPM Lecture Medals (11 Medals) | $758 |
| American Festival for the Arts | |||||||
| 1718A Lubbock St | Houston | TX | 77007 | N/A | PC | Program support and Scholarship Fund | $10,000 |
| American Heart Association Houston Chapter | |||||||
| 10060 Buffalo Speedway | Houston | TX | 77054 | N/A | PC | General support | $37,500 |
| American Heritage Education Foundation | |||||||
| 3100 Weslayan St Ste 375 | Houston | TX | 77027 | N/A | PC | 2023-24 Program support | $30,000 |
| American Leadership Forum | |||||||
| 3101 Richmond Ave Ste 140 | Houston | TX | 77098 | N/A | PC | Joseph Jaworski Award Luncheon | $5,000 |
| American Lung Association of Texas | |||||||
| 2030 North Loop W Ste 250 | Houston | TX | 77018 | N/A | PC | Texas Two Step Sponsorship | $10,000 |
| American Medical Writers Association - Southwest Chapter | |||||||
| 14906 Flowerwood Dr | Kingwood | TX | 77062 | N/A | PC | JPM Award Lectureship at Annual Meeting | $5,000 |
| American Red Cross | |||||||
| 2700 Southwest Freeway | Houston | TX | 77001 | N/A | PC | Program support/Blood services | $25,000 |
| American Society of Addiction Medicine | |||||||
| 11400 Rockville Pike Ste 200 | Rockville | MD | 20852 | N/A | PC | Program support for Book Publication | $85,000 |
| Annunciation Orthodox School | |||||||
| PO Box 4458 | Houston | TX | 77210 | N/A | PC | Student Scholarship Fund | $20,000 |
| Archway Academy | |||||||
| 6221 Main St | Houston | TX | 77030 | N/A | PC | Program support | $20,000 |
| Art League Houston | |||||||
| 1953 Montrose Blvd | Houston | TX | 77006 | N/A | PC | General support | $35,000 |
| Artist Boat | |||||||
| 2627 Ave O | Galveston | TX | 77550 | N/A | PC | Float the Boat Dinner | $1,500 |
| Artist Boat | |||||||
| 2627 Ave O | Galveston | TX | 77550 | N/A | PC | General support | $25,000 |
| Assistance League of Houston | |||||||
| PO Box 79668 | Houston | TX | 77279 | N/A | PC | Operation School Bell; Celebration of Giving | $25,000 |
| Association of Fundraising Professionals - Greater Houston Chapter | |||||||
| 2929 Allen Parkway Ste 200 | Houston | TX | 77019 | N/A | PC | National Philanthropy Day Award Luncheon | $2,500 |
| Avenue Community Development Corporation | |||||||
| 3517 Irvington Blvd | Houston | TX | 77009 | N/A | PC | 2024 Program support | $10,000 |
| BakerRipley | |||||||
| 4450 Harrisburg Blvd Ste 200 | Houston | TX | 77011 | N/A | PC | Senior Health & Wellness Division Programs | $65,000 |
| Baylor College of Medicine | |||||||
| One Baylor Plaza | Houston | TX | 77030 | N/A | PC | Med. Student Scholarship Matching Fund for the JPMcGovern Scholars | $150,000 |
| Bayou Preservation Association Inc | |||||||
| 2990 Richmond Ave 500 | Houston | TX | 77098 | N/A | PC | General support | $10,000 |
| Beaumont Independent School District | |||||||
| 3395 Harrison Ave | Beaumont | TX | 77706 | N/A | GOV | Program support for the Child Nutrition Department, BISD | $5,000 |
| Big Brothers Big Sisters of Greater Houston | |||||||
| 1003 Washington Ave | Houston | TX | 77002 | N/A | PC | General support | $10,000 |
| Bo's Place | |||||||
| 10050 Buffalo Speedway | Houston | TX | 77054 | N/A | PC | Operating Budget; Hearts of Hope Dinner | $25,000 |
| Boy Scouts-Sam Houston Area Council | |||||||
| PO Box 924528 | Houston | TX | 77292 | N/A | PC | Scout Reach Program | $50,000 |
| Boys & Girls Clubs of Greater Houston Inc | |||||||
| 815 Crosby St | Houston | TX | 77019 | N/A | PC | SMART Moves Program support | $30,000 |
| Boys & Girls Clubs of Greater Houston Inc | |||||||
| 815 Crosby St | Houston | TX | 77019 | N/A | PC | General support | $30,000 |
| Boys & Girls Country | |||||||
| 18806 Roberts Rd | Hockley | TX | 77447 | N/A | PC | 2024 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 and Girlstown | |||||||
| 600 SW 11th Ave | Amarillo | TX | 79101 | N/A | PC | 2024 Support of Independent Living Homes | $50,000 |
| Camp For All Foundation | |||||||
| 3701 Kirby Dr Ste 570 | Houston | TX | 77098 | N/A | PC | General support | $25,000 |
| Casa de Esperanza | |||||||
| PO Box 66581 | Houston | TX | 77266 | N/A | PC | 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 Support; Annual Luncheon | $35,000 |
| Cenikor Foundation Inc | |||||||
| 11931 Wickchester Ln Ste 300 | Houston | TX | 77043 | N/A | PC | Program Support; Fund raising Event | $35,000 |
| Child Advocates | |||||||
| 3701 Kirby Dr Ste 400 | Houston | TX | 77098 | N/A | PC | Pull for Kids Classis | $10,000 |
| Child Advocates | |||||||
| 3701 Kirby Dr Ste 400 | Houston | TX | 77098 | N/A | PC | Court Services Program | $30,000 |
| Children's Museum | |||||||
| 1500 Binz | Houston | TX | 77004 | N/A | PC | General support | $1,000,000 |
| CHRISTUS Foundation for HealthCare | |||||||
| PO Box 1919 | Houston | TX | 77251 | N/A | PC | Spring Luncheon | $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 | Program support - Thanksgiving Feast; Christmas Feast | $40,000 |
| Coastal Prairie Conservancy | |||||||
| 5615 Kirby Dr Ste 867 | Houston | TX | 77005 | N/A | PC | Program support | $10,000 |
| Communities in Schools Houston | |||||||
| 1235 North Loop West Ste 300 | Houston | TX | 77008 | N/A | PC | General support | $40,000 |
| Community Family Centers | |||||||
| 7524 Ave E | Houston | TX | 77012 | N/A | PC | Parenting classes, recreation, after-school & summer camps, and the STEM student programs | $80,000 |
| Community Family Centers | |||||||
| 7524 Ave E | Houston | TX | 77012 | N/A | PC | Funds to help pay the loan for the JPM Community Center; Payment #4 of 4. | $15,000 |
| Cosmos Club Foundation | |||||||
| 2121 Massachusetts Ave NW | Washington | DC | 20008 | N/A | PC | McGovern Award Lectureships in Arts & Humanities, in Science, and in Literature | $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 | General support | $96,000 |
| Crime Stoppers | |||||||
| PO Box 541654 | Houston | TX | 77254 | N/A | PC | Houston Heros Luncheon | $2,500 |
| Cristo Rey Jesuit College Preparatory School | |||||||
| 6700 Mount Carmel St | Houston | TX | 77098 | N/A | PC | Scholarship fund for 2 Students | $10,000 |
| Crohn's & Colitis Foundation of America Inc | |||||||
| 5120 Woodway Ste 8008 | Houston | TX | 77056 | N/A | PC | General support | $25,000 |
| CYCLE Changing Young Chilldren's Lives Through Education | |||||||
| 2200 Louetta Rd 101 | Spring | TX | 77388 | N/A | PC | Fall & Spring Literacy Earn a Bike Contract Program | $10,000 |
| DePelchin Children's Center | |||||||
| 4950 Memorial Dr | Houston | TX | 77007 | N/A | PC | Program Support - quadrupling | $60,000 |
| Devereux Foundation | |||||||
| 1150 Devereux Dr | League City | TX | 77573 | N/A | PC | Autism Intensive Residential Program | $5,000 |
| Discovery Green Conservancy | |||||||
| 1500 McKinney | Houston | TX | 77010 | N/A | PC | General support | $25,000 |
| 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 | 2024-25 Health Care Support | $50,000 |
| Family Service Center of Galveston County | |||||||
| 2200 Market St Ste 600 | Galveston | TX | 77550 | N/A | PC | General support | $10,000 |
| Family Services of Greater Houston | |||||||
| 4625 Lillian St | Houston | TX | 77007 | N/A | PC | General support | $45,000 |
| Friends of the Texas Medical Center Library | |||||||
| 1133 John Freeman Blvd | Houston | TX | 77030 | N/A | PC | Annual Dinner | $1,000 |
| Galveston Bay Foundation | |||||||
| 1725 Highway 146 | Kemah | TX | 77565 | N/A | PC | General support | $55,000 |
| Galveston College | |||||||
| 4015 Ave Q | Galveston | TX | 77550 | N/A | GOV | 2024 Universal Access Plus Scholarships Endowment | $40,000 |
| Galveston County Food Bank | |||||||
| 624 4th Ave North | TX City | TX | 77590 | N/A | PC | 2024 Support for 2025 Kidz Pacz food distribution program | $10,000 |
| Galveston Historical Foundation | |||||||
| 2228 Broadway | Galveston | TX | 77550 | N/A | PC | Challenge Grant Met for 2024 | $30,000 |
| Galveston Historical Foundation | |||||||
| 2228 Broadway | Galveston | TX | 77550 | N/A | pc | General support | $12,000 |
| Galveston ISD Education Foundation | |||||||
| PO Box 660 | Galveston | TX | 77553 | N/A | PC | 2025 Seaside Spring Soiree | $2,500 |
| Galveston Island Humane Society | |||||||
| 6814 Broadway St | Galveston | TX | 77554 | N/A | PC | General support | $5,000 |
| Galveston Island Nature Tourism Council Inc | |||||||
| PO Box 1468 | Galveston | TX | 77553 | N/A | PC | Featherfest - To help provide more programs and accessibility for the mobility impaired. | $16,000 |
| Galveston Island Tree Conservancy | |||||||
| PO Box 2123 | Galveston | TX | 77553 | N/A | PC | Program support | $50,000 |
| Galveston Island | |||||||
| 6814 Broadway St | Galveston | TX | 77554 | N/A | pc | General support | $10,000 |
| Genesys Works | |||||||
| 1880 S Dairy Ashford Ste 300 | Houston | TX | 77077 | N/A | PC | Program support | $10,000 |
| Girl Scouts of San Jacinto Council | |||||||
| 3110 Southwest Freeway | Houston | TX | 77098 | N/A | PC | Success to Significance Luncheon | $15,000 |
| Girls Inc of Greater Houston | |||||||
| 1235 North Loop West 914 | Houston | TX | 77008 | N/A | PC | Strong, Smart and Bold Annual Luncheon;Camp Smart | $10,000 |
| Good Samaritan Foundation | |||||||
| 3262 Westheimer Rd Ste 764 | Houston | TX | 77098 | N/A | PC | Annual Boots and Bling Pearl Ball | $10,000 |
| Good Samaritan Foundation | |||||||
| 3262 Westheimer Rd Ste 764 | Houston | TX | 77098 | N/A | PC | Annual Excellence in Nursing Award Luncheon | $10,000 |
| Good Samaritan Foundation | |||||||
| 3262 Westheimer Rd Ste 764 | Houston | TX | 77098 | N/A | PC | 2025 Pearl Ball | $10,000 |
| Goodwill Industries of Houston | |||||||
| 1140 West Loop N | Houston | TX | 77055 | N/A | PC | General support | $25,000 |
| Greater Houston Preservation Alliance | |||||||
| 712 Main St Ste 110 | Houston | TX | 77002 | N/A | PC | 2025 Cornerstone Dinner - Good Brick Award | $10,000 |
| Greater Houston Preservation Alliance | |||||||
| 712 Main St Ste 110 | Houston | TX | 77002 | N/A | PC | General support | $10,000 |
| Guide Dogs of Texas | |||||||
| 1503 Allena Dr | San Antonio | TX | 78213 | N/A | PC | Guide Dog training programs | $5,000 |
| Guide Dogs of Texas | |||||||
| 1503 Allena Dr | San Antonio | TX | 78213 | N/A | PC | Program support | $5,000 |
| Gulf Coast Bird Observatory | |||||||
| 299 Hwy 332 West | Lake Jackson | TX | 77566 | N/A | PC | Lake Jackson Education and Outreach Programs; Quintana Bird Sanctuary program support | $50,000 |
| Healthcare for the Homeless | |||||||
| PO Box 66690 | Houston | TX | 77266 | N/A | PC | 2024 Program support | $10,000 |
| Hermann Park Conservancy | |||||||
| 1700 Hermann Dr | Houston | TX | 77004 | N/A | PC | Program Support | $1,000,000 |
| Hermann Park Conservancy | |||||||
| 1700 Hermann Park | Houston | TX | 77004 | N/A | PC | On going reforestation; Hats in the Park Luncheon; Evening in the Park | $60,000 |
| Hermann Park Conservancy | |||||||
| 1700 Hermann Park | Houston | TX | 77004 | N/A | PC | Dr Jack Train Engine | $500,000 |
| Hermann Park Conservancy | |||||||
| 1700 Hermann Park | Houston | TX | 77004 | N/A | PC | Japanese Garden; Evening in the Park;Hats in the Park Luncheon; Ongoing Reforestation Program | $160,000 |
| Holocaust Museum Houston | |||||||
| 5401 Caroline St | Houston | TX | 77004 | N/A | PC | LBJ Moral Courage Award | $15,000 |
| Holy Cross Catholic Church | |||||||
| 2001 Katy Ave | Bay City | TX | 77414 | N/A | PC | Donation given in memory of Ed Mitchell, Sr., Robert Mitchell and James E. Mitchell, Jr. | $3,000 |
| Hospice Care Team Inc | |||||||
| 11441 32nd Ave N Ste B | Texas City | TX | 77591 | N/A | PC | 2024 Tree of Light Christmas Program | $2,500 |
| Houston Arboretum Nature Center | |||||||
| 4501 Woodway Dr | Houston | TX | 77024 | N/A | PC | General support | $15,000 |
| Houston Arboretum Nature Center | |||||||
| 4501 Woodway Dr | Houston | TX | 77024 | N/A | PC | Golf Tournament | $7,500 |
| Houston Arboretum Nature Center | |||||||
| 4501 Woodway Dr | Houston | TX | 77024 | N/A | PC | Annual Fund | $10,000 |
| Houston Area Women's Center | |||||||
| 1010 Waugh Dr | Houston | TX | 77019 | N/A | PC | Empower Luncheon; General Operating Expenses | $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 Program | $15,000 |
| Houston Botanical Garden | |||||||
| 8205 N Bayou Dr | Houston | TX | 77017 | N/A | PC | Program support; Annual Luncheon | $20,000 |
| Houston Center for Contemporary Craft | |||||||
| 4848 Main St | Houston | TX | 77002 | N/A | PC | Crafting a Legacy Spring Luncheon | $25,000 |
| Houston Children's Chorus | |||||||
| PO Box 66567 | Houston | TX | 77266 | N/A | PC | 2024-25 Annual Program Support | $25,000 |
| Houston Council on Alcoholism and Drug Abuse Inc | |||||||
| 1300 A Bay Area Blvd Ste 224 | Houston | TX | 77058 | N/A | PC | JPM Cntr. for Community Education, Aftercare, Relapse Prevention, and Recovery Support | $225,000 |
| Houston Eye Associates Foundation | |||||||
| 2855 Gramercy | Houston | TX | 77025 | N/A | PC | 2024-25 Surgical/Medical Program and Eye Care for Kids | $10,000 |
| Houston Food Bank | |||||||
| 535 Portwall St | Houston | TX | 77029 | N/A | PC | Chef's Dinner | $15,000 |
| Houston Hospice and Palliative Care System | |||||||
| 1905 Holcombe Blvd | Houston | TX | 77030 | N/A | PC | Annual Butterfly Luncheon | $15,000 |
| Houston Hospice and Palliative Care System | |||||||
| 1905 Holcombe Blvd | Houston | TX | 77030 | N/A | PC | Community Awards Dinner | $10,000 |
| Houston Junior Woman's Club | |||||||
| PO Box 19684 | Houston | TX | 77224 | N/A | PC | 2025 Holiday Happenings | $5,000 |
| Houston Livestock Show and Rodeo Inc | |||||||
| PO Box 20070 | Houston | TX | 77225 | N/A | PC | 2025 - Armed Forces Appreciation Day and 1st Responders Day | $3,000 |
| Houston Livestock Show and Rodeo Inc | |||||||
| PO Box 20070 | Houston | TX | 77225 | N/A | PC | 2025-Educational Scholarship Fund | $40,000 |
| Houston Museum of Natural Science | |||||||
| 5555 Hermann Park Dr | Houston | TX | 77030 | N/A | PC | General support | $190,000 |
| Houston Museum of Natural Science | |||||||
| 5555 Hermann Park Dr | Houston | TX | 77030 | N/A | PC | General support | $290,000 |
| Houston Parks Board | |||||||
| 300 N Post Oak Lan | Houston | TX | 77024 | N/A | PC | Annual Luncheon | $25,000 |
| Houston Public Library Foundation | |||||||
| 550 McKinney | Houston | TX | 77002 | N/A | PC | John P. McGovern Spring & Summer Reading Program | $110,000 |
| Houston Public Media | |||||||
| 4343 Elgin St | Houston | TX | 77204 | N/A | PC | 2025 Innovator Leader gift to support educational programs | $50,000 |
| Houston SPCA | |||||||
| 900 Portway Dr | Houston | TX | 77024 | N/A | PC | General support | $10,000 |
| Houston Wilderness | |||||||
| 4916 Main St 230 | Houston | TX | 77002 | N/A | PC | 2025 Annual Luncheon | $10,000 |
| Houston Wilderness | |||||||
| 4916 Main St 230 | Houston | TX | 77002 | N/A | PC | General support | $10,000 |
| Houston Zoo Walk | |||||||
| PO Box 4759 | Houston | TX | 77210 | N/A | PC | Walk for the Wild "Zoo Walk" sponsor | $2,500 |
| Houston Zoo Inc | |||||||
| PO Box 4759 | Houston | TX | 77210 | N/A | PC | Walk for the Wild Zoo Walk sponsor | $2,500 |
| Houston Zoo Inc | |||||||
| PO Box 4759 | Houston | TX | 77210 | N/A | PC | Zoo Ball | $50,000 |
| Houston Zoo Inc | |||||||
| PO Box 4759 | Houston | TX | 77210 | N/A | PC | Program support in Memory of Kathrine McGovern | $4,000 |
| Houston Zoo Inc | |||||||
| PO Box 4759 | Houston | TX | 77210 | N/A | PC | Program support in Memory of Kathrine G. McGovern | $4,000 |
| Houston Zoo | |||||||
| PO Box 4759 | Houston | TX | 77210 | N/A | PC | General support | $1,500,000 |
| Institute for Behavior & Health Inc | |||||||
| 11140 Rockville Pike Ste 100-227 | Rockville | MD | 20852 | N/A | PC | Program Support | $125,000 |
| Interfaith CarePartners | |||||||
| 3838 Aberdeen Way | Houston | TX | 77025 | N/A | PC | Program support; Annual Event | $20,000 |
| Interfaith Ministries for Greater Houston | |||||||
| 3303 Main St | Houston | TX | 77002 | N/A | PC | Program support | $35,000 |
| International Crane Foundation | |||||||
| E-11376 Shady Ln 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 Operating Support | $150,000 |
| John P McGovern Museum of Health & Medical Science | |||||||
| 1515 Hermann Dr | Houston | TX | 77004 | N/A | PC | General support | $25,000 |
| KickStart | |||||||
| 10260 Westheimer Rd Ste 340 | Houston | TX | 77004 | N/A | PC | Program support | $75,000 |
| KickStart | |||||||
| 10260 Westheimer Rd Ste 340 | Houston | TX | 77004 | N/A | PC | General support | $25,000 |
| KIPP Academy | |||||||
| 10711 KIPP Way | Houston | TX | 77099 | N/A | PC | Annual Luncheon; General Operating Fund | $40,000 |
| Lawndale Art Center | |||||||
| 4912 Main St | Houston | TX | 77002 | N/A | PC | Artists Studio Program | $35,000 |
| Lilly Grove Missionary Baptist Church | |||||||
| 7034 Tierwester St | Houston | TX | 77021 | N/A | PC | Scholarship Fund for Students | $2,000 |
| Memorial Assistance Ministries Inc | |||||||
| 1625 Blalock Rd | Houston | TX | 77080 | N/A | PC | Literacy Advance Services support | $20,000 |
| Memorial Hermann Foundation | |||||||
| 929 Gessner Ste 2650 | Houston | TX | 77024 | N/A | PC | General support | $10,000 |
| Memorial Park Conservancy Inc | |||||||
| 7575 North Picnic Ln | Houston | TX | 77007 | N/A | PC | Program support | $75,000 |
| Men of Distinction of Greater Houston | |||||||
| 7914 S Wellington Ct | Houston | TX | 77055 | N/A | PC | Annual Luncheon | $7,500 |
| Menninger Clinic | |||||||
| 12301 Main St | Houston | TX | 77035 | N/A | PC | Annual Luncheon | $5,000 |
| Mission of Yahweh | |||||||
| 10247 Algiers | Houston | TX | 77041 | N/A | PC | Annual Luncheon | $10,000 |
| Neuhaus Education Center | |||||||
| 4433 Bissonnet St | Bellaire | TX | 77401 | N/A | PC | Teacher Professional Development Program; Literacy Lights the Way Luncheon | $25,000 |
| New Hope Housing | |||||||
| 6015 Dale Carnegie Ln | Houston | TX | 77036 | N/A | PC | NH Housing - Berry Unit; NH Berry Operational Support | $150,000 |
| New Hope Housing | |||||||
| 6015 Dale Carnegie Ln | Houston | TX | 77036 | N/A | PC | Funds for New Hope Housing Ave C Housing; NHH Ave C Operational Support | $150,000 |
| Palmer Drug Abuse Program | |||||||
| 840 Gessner Ste 1300 | Houston | TX | 77024 | N/A | PC | Program support | $20,000 |
| Partners for Harris County Children Inc | |||||||
| 3572 E TC Jester Blvd | Houston | TX | 77018 | N/A | PC | General support | $15,000 |
| Phi Beta Kappa Alumni of Greater Houston | |||||||
| 2222 W Loop S | Houston | TX | 77056 | N/A | PC | Scholarship Awards Dinner | $7,500 |
| Presbyterian Children's Homes & Services | |||||||
| 4407 Bee Cave Rd Ste 520 | Austin | TX | 78746 | N/A | PC | 2024 John P. McGovern Social Worker/support; Houston Luncheon | $70,000 |
| Prevent Blindness Texas-Houston Branch | |||||||
| 2180 N Loop W Ste 435 | Houston | TX | 77018 | N/A | PC | Program support Am EYE Healthy | $15,000 |
| Resource & Crisis Center of Galveston County | |||||||
| 1204 45th St | Galveston | TX | 77550 | N/A | PC | In Memory of Kathrine McGovern | $2,500 |
| Rice University Art Gallery | |||||||
| 6100 Main St Ste 480 | Houston | TX | 77005 | N/A | PC | Moody Center Dinner - 2025 | $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 | 2024 Liz Kelly Family Emergency Fund; Run for the House program support; Boo Ball | $20,000 |
| Rothko Chapel | |||||||
| 1409 Sul Ross | Houston | TX | 77006 | N/A | PC | Annual Fund support | $2,500 |
| Salvation Army | |||||||
| 601 51st St | Galveston | TX | 77550 | N/A | PC | Annual Luncheon | $25,000 |
| San Jacinto College Foundation | |||||||
| 4624 Fairmont Parkway Ste 208 | Pasadena | TX | 77504 | N/A | PC | John P. McGovern Nursing Scholarship Fund | $10,000 |
| San Jacinto Museum of History | |||||||
| One Monument Circle | LaPorte | TX | 77571 | N/A | PC | San Jacinto Annual Dinner | $5,000 |
| San Jose Clinic | |||||||
| PO Box 2808 | Houston | TX | 77252 | N/A | PC | General support | $10,000 |
| Santa Maria Hostel | |||||||
| 2005 Jacquelyn | Houston | TX | 77055 | N/A | PC | General support | $10,000 |
| Santa Maria Hostel | |||||||
| 2005 Jacquelyn | Houston | TX | 77055 | N/A | PC | 2025 RISE Luncheon | $10,000 |
| Scenic Houston | |||||||
| 5615 Kirby Dr Ste 645 | Houston | TX | 77005 | N/A | PC | Annual Luncheon | $15,000 |
| SEARCH Homeless Services | |||||||
| 2015 Congress Ave | Houston | TX | 77002 | N/A | PC | House of Tiny Treasures; Annual Luncheon | $50,000 |
| Sister Cities of Houston | |||||||
| 2408 Bartlett St | Houston | TX | 77098 | N/A | PC | Program support | $5,000 |
| South Main Alliance | |||||||
| PO Box 273122 | Houston | TX | 77277 | N/A | PC | Program support | $60,000 |
| SPARK | |||||||
| PO Box 1562 | Houston | TX | 77251 | N/A | PC | 2024 Program support | $35,000 |
| Spaulding for Children | |||||||
| 8582 Katy Freeway Ste 100 | Houston | TX | 77024 | N/A | PC | Foster Care Adoption Program Greater Houston | $20,000 |
| Spring Spirit Baseball | |||||||
| 8526 Pitner Rd | Houston | TX | 77080 | N/A | PC | Annual Breakfast of Champions | $15,000 |
| Spring Spirit Baseball | |||||||
| 8526 Pitner Rd | Houston | TX | 77080 | N/A | PC | 2025 Annual Breakfast for Champions | $15,000 |
| St Francis Xavier Catholic Church | |||||||
| 4600 Reed Rd | Houston | TX | 77051 | N/A | PC | Scholarship Fund for Students | $2,000 |
| Star of Hope Mission | |||||||
| 6897 Ardmore St | Houston | TX | 77054 | N/A | PC | Challenge Grant Match met for 2024 | $100,000 |
| Teach For America | |||||||
| 2 Greenway Plaza 500 | Houston | TX | 77046 | N/A | PC | General Operations; Annual Luncheon | $35,000 |
| Teen Health Clinic Corporation | |||||||
| 1504 Taub Loop | Houston | TX | 77030 | N/A | PC | School Program Support | $35,000 |
| Texas Children's Hospital | |||||||
| 6621 Fannin St | Houston | TX | 77030 | N/A | PC | An Evening with Legends | $15,000 |
| Texas Medical Association Foundation | |||||||
| 401 West 15th St | Austin | TX | 78701 | N/A | PC | Physical Health and Wellness Program PHW | $25,000 |
| Texas Medical Association Foundation | |||||||
| 401 West 15th St | Austin | TX | 78701 | N/A | PC | Matching Grant met for 2024 | $10,000 |
| Texas Research Society on Alcoholism | |||||||
| 7801 North Lamar Blvd Ste D-89 | Austin | TX | 78752 | N/A | PC | 2024 McGovern Fellowships Program | $6,000 |
| Texas Tech University | |||||||
| 2500 Broadway | Lubbock | TX | 79409 | N/A | GOV | Center for Students in Addiction Recovery JPM Endowment/Scholarship & Fellowships | $100,000 |
| The Alley Theatre | |||||||
| 615 Texas St | Houston | TX | 77002 | N/A | PC | General support | $25,000 |
| The Barbara Bush Houston Literacy Foundation | |||||||
| 7887 San Felipe Ste 250 | Houston | TX | 77063 | N/A | PC | Power of Literacy Luncheon | $5,000 |
| The Barbara Bush Houston Literacy Foundation | |||||||
| 7887 San Felipe Ste 250 | Houston | TX | 77063 | N/A | PC | 2025 Celebration of Reading | $100,000 |
| The Brookwood Community | |||||||
| 1752 FM 1489 | Brookshire | TX | 77423 | N/A | PC | General operating support and Benefit Luncheon | $25,000 |
| The Brookwood Community | |||||||
| 1752 FM 1489 | Brookshire | TX | 77423 | N/A | PC | Works of Heart Event; Support for Vocational and Residence Programs | $25,000 |
| The Center for Hearing and Speech dba Texas Hearing Institute | |||||||
| 3100 Shenandoah St | Houston | TX | 77021 | N/A | PC | General support | $10,000 |
| The Children's Museum | |||||||
| 1500 Binz | Houston | TX | 77004 | N/A | PC | General support | $160,000 |
| The Chinquapin School | |||||||
| 2615 E Wallisville Rd | Highlands | TX | 77562 | N/A | PC | General support | $25,000 |
| The Forge for Families Inc | |||||||
| 3435 Dixie Dr | Houston | TX | 77021 | N/A | PC | Program support | $10,000 |
| The Friends of McGill University Inc | |||||||
| PO Box 28137 | New York | NY | 10087 | N/A | PC | Program support for Oslerian Library and Osler Librarian | $20,000 |
| The Grand 1894 Opera House | |||||||
| 2020 Postoffice St | Galveston | TX | 77550 | N/A | PC | 2025 Program Support | $300,000 |
| The Heritage Society | |||||||
| 1100 Bagby | Houston | TX | 77002 | N/A | PC | General support | $25,000 |
| The Heritage Society | |||||||
| 1100 Bagby | Houston | TX | 77002 | N/A | PC | General support | $25,000 |
| The Houston Symphony Society | |||||||
| 615 Louisiana St Ste 102 | Houston | TX | 77002 | N/A | PC | Symphony Ball; Music Matters! Educational and Community Engagement initiative | $75,000 |
| The Immunization Partnership | |||||||
| PO Box 1985 | League City | TX | 77574 | N/A | PC | Program support | $10,000 |
| The Jesse Tree | |||||||
| PO Box 575 | Galveston | TX | 77553 | N/A | PC | 2024-25 Program Support | $50,000 |
| The Junior League of Houston Inc | |||||||
| 1811 Briar Oaks Ln | Houston | TX | 77027 | N/A | PC | General support | $10,000 |
| The Men's Center Inc | |||||||
| 3809 Main | Houston | TX | 77002 | N/A | PC | Program support | $60,000 |
| The Museum of Fine Arts | |||||||
| PO Box 4606 | Houston | TX | 77210 | N/A | PC | General support | $45,000 |
| The Museum of Fine Arts-Bayou Bend | |||||||
| PO Box 6826 | Houston | TX | 77265 | N/A | PC | Annual Fund, Garden Party, and Children's Party | $19,000 |
| The Museum of Fine Arts-The Glassell School of Art | |||||||
| PO box 6826 | Houston | TX | 77265 | N/A | PC | Glassell Annual Fund and Glassell School Benefit | $30,000 |
| The Nature Discovery Center Inc | |||||||
| 7112 Newcastle St | Bellaire | TX | 77401 | N/A | PC | Program Support | $25,000 |
| The Nehemiah Neighborhood Center | |||||||
| 5015 Fannin St | Houston | TX | 77004 | N/A | PC | General support | $10,000 |
| The Nehemiah Neighborhood Center | |||||||
| 5015 Fannin St | Houston | TX | 77004 | N/A | PC | Program support (2024-2025) | $75,000 |
| The Nehemiah Neighborhood Center | |||||||
| 5015 Fannin St | Houston | TX | 77004 | N/A | PC | Golf Classic Tournament | $10,000 |
| The Ranch Recovery Centers Inc | |||||||
| 263 Roemer Rd | Elgin | TX | 78621 | N/A | PC | Program support | $50,000 |
| The Ranch Recovery Centers Inc | |||||||
| 263 Roemer Rd | Elgin | TX | 78621 | N/A | PC | Capital Campaign support to remodel the dining room, kitchen, and medical staff offices. | $50,000 |
| The Rose Center | |||||||
| 12700 N Featherwood Ste 260 | Houston | TX | 77034 | N/A | PC | Support for Mobile Mammography Program | $60,000 |
| The University of Texas at Austin College of Pharmacology | |||||||
| 2409 University Ave Stop A1900 | Austin | TX | 78712 | N/A | GOV | Program support for Dr C.K. Ericson Ph.D. Scholarly work on Alcohol | $6,000 |
| The University of Texas Health Science Center at Houston | |||||||
| 7000 Fannin St Ste 26 | Houston | TX | 77030 | N/A | GOV | 2024 Giuseppe N. Colasurdo, M.D. President's Discretionary Fund (2023) | $10,000 |
| The University of Texas Health Science Center at Houston | |||||||
| 7000 Fannin St Ste 26 | Houston | TX | 77030 | N/A | GOV | John P. McGovern, M.D. Professorship in Oslerian Medicine Endowment Fund | $10,000 |
| The University of Texas Health Science Center at Houston | |||||||
| 7000 Fannin St Ste 26 | Houston | TX | 77030 | N/A | GOV | 2024 Giuseppe N. Colasurdo, M.D., President's Discretionary Fund | $10,000 |
| The University of Texas Health Science Center at Houston | |||||||
| 7000 Fannin St Ste 26 | Houston | TX | 77030 | N/A | GOV | John P. McGovern, M.D. Professorship in Oslerian Medicine Endowment Fund | $10,000 |
| The University of Texas Health Science Center at Houston | |||||||
| 7000 Fannin St Ste 26 | Houston | TX | 77030 | N/A | GOV | Nathan Carlin, Ph.D., Director, McGovern Center for Humanities and Ethics, Discretionary Fund | $20,000 |
| The Will Erwin Headache Research Foundation | |||||||
| 712 Main St Ste 2000E | Houston | TX | 77002 | N/A | PC | Program Support | $15,000 |
| The Will Erwin Headache Research Foundation | |||||||
| 712 Main St Ste 2000E | Houston | TX | 77002 | N/A | PC | Program support | $10,000 |
| The Women's Fund for HER | |||||||
| 5433 Westheimer Ste 924 | Houston | TX | 77056 | N/A | PC | 2024 Rockin' Resiliency Lunch; Volunteer & Training Program | $40,000 |
| The Women's Fund for HER | |||||||
| 5433 Westheimer Ste 924 | Houston | TX | 77056 | N/A | PC | Met Matching Challenge Grant | $15,000 |
| The Women's Home | |||||||
| 607 Westheimer Rd | Houston | TX | 77006 | N/A | PC | Treatment & Transitional Housing Program; Triumph Luncheon Sponsorship, Pickleball Tournament | $60,000 |
| The YMCA of Greater Houston Area | |||||||
| 2600 North Loop West Ste 300 | Houston | TX | 77092 | N/A | PC | YMCA Summer Day Camp camperships | $60,000 |
| Theatre Under the Stars | |||||||
| 800 Bagby Ste 200 | Houston | TX | 77002 | N/A | PC | General support | $10,000 |
| TIRR Foundation | |||||||
| 4605 Post Oak Place Ste 222 | Houston | TX | 77027 | N/A | PC | Golf Tournament | $10,000 |
| Trees for Houston | |||||||
| PO Box 270477 | Houston | TX | 77277 | N/A | PC | General support | $10,000 |
| Trees for Houston | |||||||
| PO Box 270477 | Houston | TX | 77277 | N/A | PC | 2025 Support to plant, maintain, distribute trees for the next season | $20,000 |
| Trees for Houston | |||||||
| PO Box 270477 | Houston | TX | 77277 | N/A | PC | General support | $10,000 |
| United Way of the Texas Gulf Coast | |||||||
| 50 Waugh Dr | Houston | TX | 77007 | N/A | PC | Program support | $100,000 |
| University of Houston Foundation | |||||||
| 4543 Post Oak Place Dr Ste 250 | Houston | TX | 77027 | N/A | PC | Annual The Great Conversation Dinner | $5,000 |
| University of Houston Victoria | |||||||
| 3007 N Ben Wilson | Victoria | TX | 77901 | N/A | GOV | The Robert J. Mitchell Scholarship for Mathematics and Physical Endowment Fund | $2,000 |
| University of Houston | |||||||
| 3553 Cullen Blvd | Houston | TX | 77204 | N/A | GOV | Cougars in Recovery Program | $50,000 |
| University of Houston | |||||||
| 3553 Cullen Blvd | Houston | TX | 77204 | N/A | GOV | 2024 Reimagining Libraries Master Plan Phase 1 | $75,000 |
| University of Houston | |||||||
| 3553 Cullen Blvd | Houston | TX | 77204 | N/A | GOV | General support | $2,000,000 |
| University of St Thomas | |||||||
| 3800 Montrose Blvd | Houston | TX | 77006 | N/A | PC | McGovern Fellows, 2024 Educator's Institute | $30,000 |
| UT-Health Science Center Medical School | |||||||
| 7000 Fannin St Ste 26 | Houston | TX | 77030 | N/A | GOV | General support | $10,000,000 |
| UTHSC-H Graduate School of Biomedical Sciences | |||||||
| PO Box 20334 | Houston | TX | 77030 | N/A | GOV | John P. McGovern Annual Award for Presentation Skills for Students | $2,500 |
| UTHSC-H Graduate School of Biomedical Sciences | |||||||
| PO Box 20334 | Houston | TX | 77030 | N/A | GOV | John P. McGovern Annual Award for Presentation Skills for students | $2,500 |
| UTHSC-H School of Nursing | |||||||
| 6901 Bertner Ave | Houston | TX | 77030 | N/A | GOV | PARTNERS Luncheon | $25,000 |
| UTHSC-H School of Nursing | |||||||
| 6901 Bertner Ave | Houston | TX | 77030 | N/A | GOV | 2024-25 PARTNERS Luncheon | $25,000 |
| UTHSC-Houston Medical School | |||||||
| 7000 Fannin St Ste 26 | Houston | TX | 77030 | N/A | GOV | 2024-Boutwell/McGovern Student Scholarship Fund | $25,000 |
| UTHSC-Houston Medical School | |||||||
| 7000 Fannin St Ste 26 | Houston | TX | 77030 | N/A | GOV | Thomas R. Cole, Ph.D., McGovern Center for Humanities and Ethics, Discretionary Fund | $10,000 |
| UTHSC-Houston Medical School | |||||||
| 7000 Fannin St Ste 26 | Houston | TX | 77030 | N/A | GOV | McGovern Center for Humanities and Ethics, Discretionary Fund | $10,000 |
| UTHSC-Houston Medical School | |||||||
| 7000 Fannin St Ste 26 | Houston | TX | 77030 | N/A | GOV | Boutwell/McGovern Student Scholarship Fund | $25,000 |
| UTMB-Galveston School of Nursing | |||||||
| 301 University Blvd | Galveston | TX | 77555 | N/A | GOV | General Support | $25,000 |
| Wellsprings Inc | |||||||
| PO Box 311017 | Houston | TX | 77231 | N/A | PC | Program support | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,553,258 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Diabetes Association | |||||||
| 2400 Augusta Dr Ste 1751 | Houston | TX | 77057 | N/A | PC | 2025 Program support for Camp Rainbow | $5,000 |
| Special Olympics Texas | |||||||
| 10700 Northwest Freeway | Houston | TX | 77092 | N/A | PC | Houston Area Games program support | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,454,025 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,347,954 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,885,389 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,687,368 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,687,368 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McGovern Survivor's Trust | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Norfolk St Ste 900 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $26,440,984 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Precious metals $25,408,717; Publicly traded securities $239,964 | NoncashPropertyDesc |
| Fair Market Value | $25,648,681 | FairMarketValueAmt |
| Received | 2024-08-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Audit and tax compliance | $68,870 | $17,218 | $34,650 |
| Bookkeeping | $15,263 | $3,816 | $10,828 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 15,000 Amer Foreign Power Inc | $12,309 | $12,309 |
| 11,606 Loomis Sayles Investment Grade Bond Fund Class A | $3,599,843 | $3,599,843 |
| 4,405 Lord Abbett Short Duration Income Fund | $3,049,333 | $3,049,333 |
| 10 American Funds Strategic Bond Fd Cl F2 | $2,874,795 | $2,874,795 |
| 9 Federated Hermes Ultrashort Bond Fund Is | $663,107 | $663,107 |
| 12 Loomis Sayles Investment Grade Bond Class Y | $4,195,660 | $4,195,660 |
| 4 Lord Abbett Short Duration Income Fund | $4,335,512 | $4,335,512 |
| 13 Pgim Total Return Bond Cl Z | $1,934,963 | $1,934,963 |
| 10,168 American Funds Strategic Bond Fd Cl F2 | $1,520,905 | $1,520,905 |
| 9,366 Jpmorgan Income Fund Class I | $1,577,360 | $1,577,360 |
| 11,336 Loomis Sayles Investment Grade Bond Class Y | $1,536,657 | $1,536,657 |
| 4,158 Lord Abbett Short Duration Income Fund Class I | $1,549,637 | $1,549,637 |
| 12,564 Pgim Total Return Bond Cl Z | $1,540,609 | $1,540,609 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (259 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,006 Abbott Labs | $226,899 | $226,899 |
| 600,000 Caterpillar Inc | $217,650 | $217,650 |
| 1,100 Deere And Co | $466,070 | $466,070 |
| 1,594 Exxon Mobil Corp | $171,467 | $171,467 |
| 1,651 Genl Dynamics Corp | $435,022 | $435,022 |
| 1,112 Honeywell Intl Inc | $251,190 | $251,190 |
| 446,000 Huntington Ingalls Inds Inc | $84,281 | $84,281 |
| 900,000 Nestle S A Sponsored Adr | $73,530 | $73,530 |
| 1,600 Nike Inc Cl B | $121,072 | $121,072 |
| 2,758 Pfizer Inc | $73,170 | $73,170 |
| 1,634 Rtx Corp | $189,086 | $189,086 |
| 342,000 Viatris Inc | $4,258 | $4,258 |
| 2,200 Waste Mgmt Inc New | $443,938 | $443,938 |
| 136,370 Spdr Dow Jones Indl Average | $255,300 | $255,300 |
| 153,505 Spdr S&P 500 Etf Tr | $527,472 | $527,472 |
| Abbott Labs | $65,151 | $65,151 |
| 816,000 Aflac Inc | $84,407 | $84,407 |
| 226,000 Ameriprise Financial Inc | $120,329 | $120,329 |
| 1,000 Applied Materials Inc | $163 | $163 |
| 1,219 Broadcom Inc | $93,656 | $93,656 |
| 759,000 Chubb Ltd Chf | $175,967 | $175,967 |
| 288,000 Cognizant Tech Solutions Crp | $79,574 | $79,574 |
| 1,048 Cummins Inc | $80,591 | $80,591 |
| 278,000 Curtiss Wright Corp | $96,911 | $96,911 |
| 289,000 Emerson Electric Co | $102,557 | $102,557 |
| 6,000 Entergy Corp New | $744 | $744 |
| 1,370 Exxon Mobil Corp | $103,873 | $103,873 |
| 657,000 Genl Dynamics Corp | $70,673 | $70,673 |
| 353,000 Home Depot Inc | $93,012 | $93,012 |
| 107,000 Johnson & Johnson Com | $41,622 | $41,622 |
| 3,000 Jpmorgan Chase & Co | $434 | $434 |
| 447,000 Lowes Companies Inc | $107,150 | $107,150 |
| 507,000 Marsh & Mclennan Cos Inc | $125,128 | $125,128 |
| 369,000 Mcdonalds Corp | $78,379 | $78,379 |
| 311,000 Microsoft Corp | $90,156 | $90,156 |
| 383,000 Microsoft Corp | $161,435 | $161,435 |
| 1,587 Oracle Corp | $113,772 | $113,772 |
| 561,000 Primoris Services Corp | $93,485 | $93,485 |
| 1,422 Procter & Gamble Co | $108,641 | $108,641 |
| 412,000 Qualcomm Inc | $69,072 | $69,072 |
| 612,000 Republic Services Inc | $94,015 | $94,015 |
| 400,000 Rtx Corp | $80,472 | $80,472 |
| 835,000 Toyota Motor Corp New Japan | $96,626 | $96,626 |
| 347,000 Unitedhealth Group Inc | $67,530 | $67,530 |
| 152,000 Valero Energy Corp New | $76,891 | $76,891 |
| 596,000 Close End Funds & Exchange Traded Products | $73,064 | $73,064 |
| 1,765 Comm Services Select Sector Spdr Etf | $170,870 | $170,870 |
| 363 Consumer Discretionary Select Sector Spdr Fund Etf | $81,439 | $81,439 |
| 1,727 Financial Select Sector Spdr Fund Etf | $83,466 | $83,466 |
| 263 Spdr S&P 500 Etf Tr Symbol: Spy | $154,139 | $154,139 |
| 369 Technology Select Sector Spdr Etf | $85,800 | $85,800 |
| 308 Vanguard Mid-Cap Etf | $81,352 | $81,352 |
| 51 Amer Funds Capital World Growth & Income Fund Class F2 | $1,171,468 | $1,171,468 |
| 52 Amer Funds Smallcap World Fund Class F2 | $1,398,328 | $1,398,328 |
| 62 American Fundamental Investors Fund Class F2 | $1,543,971 | $1,543,971 |
| 53 The Growth Fund Of America Fund Class F2 | $1,608,904 | $1,608,904 |
| 28 Amer Funds American Balanced Fund Class F2 | $1,106,232 | $1,106,232 |
| 61 Amer Funds Capital Income Builder Fund Class F2 | $590,229 | $590,229 |
| 22 The Income Fund Of America Fund Class F2 | $588,302 | $588,302 |
| 859 Alibaba Group Hldg Ltd Spon Adr | $72,835 | $72,835 |
| 1,935 Alphabet Inc Cl A | $366,296 | $366,296 |
| 1,697 Alphabet Inc Cl C | $323,177 | $323,177 |
| 3,237 Amazon.Com Inc | $710,165 | $710,165 |
| 1,046 Autodesk Inc | $309,166 | $309,166 |
| 1,312 Block Inc Cl A | $111,507 | $111,507 |
| 2,697 Boeing Company | $477,369 | $477,369 |
| 128 Deere And Co | $54,234 | $54,234 |
| 1,035 Expeditors Intl Wash Inc | $114,647 | $114,647 |
| 274 Factset Resh Systems Inc | $131,597 | $131,597 |
| 770 Illumina Inc | $102,895 | $102,895 |
| 318 Intuitive Surgical Inc | $165,983 | $165,983 |
| 1,390 Meta Platforms Inc Cl A | $813,859 | $813,859 |
| 1,115 Microsoft Corp | $469,973 | $469,973 |
| 4,695 Monster Beverage Corp New Com | $246,769 | $246,769 |
| 737 Netflix Inc | $656,903 | $656,903 |
| 1,269 Nike Inc Cl B | $96,025 | $96,025 |
| 1,037 Novartis Ag Spon Adr | $100,910 | $100,910 |
| 2,107 Novo Nordisk A/S Spon Adr | $181,244 | $181,244 |
| 7,699 Nvidia Corp | $1,033,899 | $1,033,899 |
| 3,142 Oracle Corp | $523,583 | $523,583 |
| 1,188 Paypal Holdings Inc | $101,396 | $101,396 |
| 1,003 Qualcomm Inc | $154,081 | $154,081 |
| 283 Regeneron Pharmaceuticals Inc | $201,589 | $201,589 |
| 2,361 Roche Hldg Ltd Spons Adr Switz Adr | $82,352 | $82,352 |
| 1,051 Salesforce, Inc. | $351,381 | $351,381 |
| 1,558 Sei Investments Co | $128,504 | $128,504 |
| 2,541 Shopify Inc Cl A | $270,185 | $270,185 |
| 1,754 Starbucks Corp | $160,053 | $160,053 |
| 2,447 Tesla Inc | $988,196 | $988,196 |
| 241 Thermo Fisher Scientific Inc | $125,375 | $125,375 |
| 704 Vertex Pharmaceutical Inc | $283,501 | $283,501 |
| 1,736 Visa Inc Cl A | $548,645 | $548,645 |
| 2,635 Walt Disney Co (Holding Co) Disney Com | $293,407 | $293,407 |
| 364 Workday Inc Cl A | $93,923 | $93,923 |
| 845 Yum China Hldgs Inc | $40,704 | $40,704 |
| 716 Yum! Brands Inc | $96,059 | $96,059 |
| 963 Abbott Labs | $108,925 | $108,925 |
| 494 Abbvie Inc Com | $87,784 | $87,784 |
| 286 Accenture Plc Ireland Cl A | $100,612 | $100,612 |
| 313 Amer Express Co | $92,895 | $92,895 |
| 495 Analog Devices Inc | $105,168 | $105,168 |
| 341 Aon Plc Cl A | $122,474 | $122,474 |
| 600 Boeing Company | $106,200 | $106,200 |
| 312 Chubb Ltd Chf | $86,206 | $86,206 |
| 1,067 Citigroup Inc | $75,106 | $75,106 |
| 1,274 Conocophillips | $126,343 | $126,343 |
| 546 Diageo Plc New Gb Spon Adr | $69,413 | $69,413 |
| 2,060 Dominion Energy Inc | $110,952 | $110,952 |
| 988 Duke Energy Corp New | $106,447 | $106,447 |
| 209 Eaton Corp Plc | $69,361 | $69,361 |
| 1,226 Exxon Mobil Corp | $131,881 | $131,881 |
| 364 Genl Dynamics Corp | $95,910 | $95,910 |
| 286 Illinois Tool Works Inc | $72,518 | $72,518 |
| 676 Johnson & Johnson Com | $97,763 | $97,763 |
| 781 Jpmorgan Chase & Co | $187,214 | $187,214 |
| 3,225 Kenvue Inc | $68,854 | $68,854 |
| 626 Kkr & Co Inc Cl A | $92,592 | $92,592 |
| 78 Kla Corp | $49,149 | $49,149 |
| 338 Lowes Companies Inc | $83,418 | $83,418 |
| 312 Marriott Intl Inc New Cl A | $87,029 | $87,029 |
| 416 Marsh & Mclennan Cos Inc | $88,363 | $88,363 |
| 260 Mckesson Corp | $148,177 | $148,177 |
| 1,121 Mondelez Intl Inc | $66,957 | $66,957 |
| 911 Morgan Stanley | $114,531 | $114,531 |
| 911 Nasdaq Inc | $70,429 | $70,429 |
| 728 Nestle S A Sponsored Adr | $59,478 | $59,478 |
| 286 Nxp Semiconductors N V Com Eur | $59,445 | $59,445 |
| 1,026 Paccar Inc | $106,725 | $106,725 |
| 573 Pepsico Inc | $87,130 | $87,130 |
| 3,260 Pfizer Inc | $86,488 | $86,488 |
| 703 Progressive Corp Ohio | $168,446 | $168,446 |
| 937 Prologis Inc Com | $99,041 | $99,041 |
| 806 Rtx Corp | $93,270 | $93,270 |
| 1,248 Southern Co | $102,735 | $102,735 |
| 339 Target Corp | $45,826 | $45,826 |
| 548 The Cigna Group $0.04 | $151,325 | $151,325 |
| 416 Union Pacific Corp | $94,865 | $94,865 |
| 690,000 Allegion Plc | $90,169 | $90,169 |
| 460,000 Aspen Technology Inc | $114,830 | $114,830 |
| 3,020 Bentley Systems Inc Cl B | $141,034 | $141,034 |
| 2,233 Berkley W R Corp | $130,675 | $130,675 |
| 935,000 Bjs Whsl Club Hldgs Inc | $83,542 | $83,542 |
| 765,000 Bright Horizons Family | $84,800 | $84,800 |
| 478,000 Charles River Laboratories | $88,239 | $88,239 |
| 141,000 Chemed Corp New | $74,702 | $74,702 |
| 736,000 Choice Hotels Intl Inc New | $104,497 | $104,497 |
| 453,000 Equifax Inc | $115,447 | $115,447 |
| 794,000 Exponent Inc | $70,745 | $70,745 |
| 30,000 Fair Isaac Corp | $59,728 | $59,728 |
| 599,000 Henry Jack & Assoc Inc | $105,005 | $105,005 |
| 919,000 Interactive Brokers Group Inc | $162,360 | $162,360 |
| 306,000 Lennox Intl Inc | $186,446 | $186,446 |
| 474,000 Lpl Finl Hldgs Inc Com | $154,766 | $154,766 |
| 475,000 Nordson Corp | $99,389 | $99,389 |
| 735,000 Ollie'S Bargain Outlet Holdi | $80,652 | $80,652 |
| 369,000 Pool Corp | $125,807 | $125,807 |
| 2,256 Rollins Inc | $104,566 | $104,566 |
| 201,000 Saia Inc | $91,602 | $91,602 |
| 955,000 Scotts Miracle-Gro Co Cl A | $63,355 | $63,355 |
| 527,000 Siteone Landscape Supply Inc | $69,443 | $69,443 |
| 200,000 Teledyne Technologies Inc | $92,826 | $92,826 |
| 695,000 Teradyne Inc | $87,514 | $87,514 |
| 1,412 The Cooper Companies Inc | $129,805 | $129,805 |
| 1,028 Thor Industries Inc | $98,390 | $98,390 |
| 512,000 Universal Display Corp | $74,854 | $74,854 |
| 270,000 Watsco Inc | $127,950 | $127,950 |
| 337,000 Zebra Technologies Corp Cl A | $130,156 | $130,156 |
| 3,007 Zurn Elkay Water Solution Corp | $112,161 | $112,161 |
| 121,000 Advanced Drain Sys Inc Del | $13,988 | $13,988 |
| 398,000 Affiliated Managers Group | $73,598 | $73,598 |
| 675,000 Aptargroup Inc | $106,043 | $106,043 |
| 2,383 Aramark Holdings Corp | $88,910 | $88,910 |
| 337,000 Avery Dennison Corp | $63,063 | $63,063 |
| 391,000 Ball Corp | $21,556 | $21,556 |
| 3,408 Berkley W R Corp | $199,436 | $199,436 |
| 622,000 Bio Techne Corp Com | $44,803 | $44,803 |
| 813,000 Blackbaud Inc | $60,097 | $60,097 |
| 833,000 Booz Allen Hamilton Hldg Corp Cl A | $107,207 | $107,207 |
| 189,000 Broadridge Financial Solutions Inc | $42,731 | $42,731 |
| 1,117 Brown & Brown Inc | $113,956 | $113,956 |
| 400,000 Burlington Stores Inc | $114,024 | $114,024 |
| 278,000 Caci Intl Inc Cl A | $112,329 | $112,329 |
| 438,000 Carlisle Cos Inc | $161,552 | $161,552 |
| 262,000 Caseys Gen Stores Inc | $103,812 | $103,812 |
| 754,000 Choice Hotels Intl Inc New | $107,053 | $107,053 |
| 812,000 Columbia Sportswear Co | $68,151 | $68,151 |
| 832,000 Columbia Bkg Sys Inc | $22,472 | $22,472 |
| 1,422 Dolby Laboratories Inc Cl A | $111,058 | $111,058 |
| 3,279 Envista Holdings Corp | $63,252 | $63,252 |
| 89,000 Factset Resh Systems Inc | $42,745 | $42,745 |
| 246,000 Fti Consulting Inc | $47,018 | $47,018 |
| 913,000 Godaddy Inc Cl A | $180,199 | $180,199 |
| 483,000 Graco Inc | $40,712 | $40,712 |
| 255,000 Henry Jack & Assoc Inc | $44,702 | $44,702 |
| 365,000 Hunt J B Trans Svcs Inc | $62,291 | $62,291 |
| 346,000 Idex Corp | $72,414 | $72,414 |
| 100,000 Insight Enterprises Inc | $15,210 | $15,210 |
| 247,000 Jones Lang Lasalle Inc | $62,526 | $62,526 |
| 92,000 Kinsale Cap Group Inc | $42,792 | $42,792 |
| 521,000 Kirby Corporation | $55,122 | $55,122 |
| 483,000 Landstar Systems Inc | $83,008 | $83,008 |
| 171,000 Lennox Intl Inc | $104,190 | $104,190 |
| 2,763 Lkq Corp New | $101,540 | $101,540 |
| 162,000 Manhattan Assoc Inc | $43,779 | $43,779 |
| 75,000 Markel Group Inc | $129,467 | $129,467 |
| 409,000 Morningstar Inc | $137,735 | $137,735 |
| 245,000 Nordson Corp | $51,264 | $51,264 |
| 142,000 Pool Corp | $48,413 | $48,413 |
| 430,000 Prosperity Bancshares Inc | $32,401 | $32,401 |
| 846,000 Rpm Intl Inc (Dela) | $104,109 | $104,109 |
| 1,056 Sei Investments Co | $87,099 | $87,099 |
| 574,000 Service Corp Intl | $45,817 | $45,817 |
| 238,000 Simpson Manufacturing Co Inc | $39,468 | $39,468 |
| 657,000 Teleflex Inc | $116,933 | $116,933 |
| 824,000 Transunion | $76,393 | $76,393 |
| 1,862 Trimble Inc Com | $131,569 | $131,569 |
| 107,000 Tyler Technologies Inc | $61,700 | $61,700 |
| 105,000 Ulta Beauty, Inc | $45,668 | $45,668 |
| 395,000 Wex Inc | $69,251 | $69,251 |
| 2,148 Tesco Stores Hldg Ord Spon Adr | $30,115 | $30,115 |
| 4,789 Allianz Se Adr | $146,256 | $146,256 |
| 30,202 Banco Santander S.A Spon Adr | $137,721 | $137,721 |
| 15,098 Bouygues Sa Adr | $88,474 | $88,474 |
| 3,352 Bp Plc Spon Adr | $99,085 | $99,085 |
| 2,200 British Amer Tobacco Plc Gb | $79,904 | $79,904 |
| 15,795 Ck Hutchison Hldgs Ltd Unsponsored Adr | $83,871 | $83,871 |
| 7,780 Contl Ag-Spons Adr Adr | $51,426 | $51,426 |
| 3,448 Deutsche Post Ag Spon Adr | $120,335 | $120,335 |
| 20,988 Enel Spa Adr | $148,595 | $148,595 |
| 10,422 Fuji Film Holdings Corp Adr | $107,659 | $107,659 |
| 7,447 Fujitsu Ltd Adr New Japan Adr | $130,769 | $130,769 |
| 4,078 Glaxo Wellcome Plc Spon Adr | $137,918 | $137,918 |
| 2,218 Hitachi Ltd Adr New Japan | $109,702 | $109,702 |
| 2,869 Honda Motor Co Adr Japan Adr | $81,910 | $81,910 |
| 4,089 Imperial Brands Plc Spon Adr | $131,052 | $131,052 |
| 9,084 Kao Corp Unsponsored Adr | $73,390 | $73,390 |
| 5,677 Kddi Corp Adr | $90,208 | $90,208 |
| 2,742 Kering S A Un Sponsored Adr | $67,535 | $67,535 |
| 2,226 Koninklijke Philips Nv Spon Adr | $72,545 | $72,545 |
| 4,775 Kyocera Corp Adr Japan Adr | $120,903 | $120,903 |
| 48,738 Lloyds Banking Group Plc Spon Adr | $132,567 | $132,567 |
| 3,278 Mitsubishi Elec Corp Adr Japan Adr | $111,082 | $111,082 |
| 1,651 Mondi Plc Adr | $48,589 | $48,589 |
| 662,000 Nestle S A Sponsored Adr Repstg Reg Shs Switz Adr | $54,085 | $54,085 |
| 674,000 Novartis Ag Spon Adr | $65,587 | $65,587 |
| 1,160 Roche Hldg Ltd Spons Adr Switz Adr | $40,461 | $40,461 |
| 2,319 Sanofi Spon Adr | $111,845 | $111,845 |
| 8,602 Secom Ltd Adr Japan Adr | $72,085 | $72,085 |
| 1,821 Shell Plc Spon Adr | $114,086 | $114,086 |
| 3,009 Singapore Telecom Ltd New 2006 Spon Adr | $67,793 | $67,793 |
| 14,459 Snam S P A Un Sponsor Adr | $127,528 | $127,528 |
| 7,055 Sony Group Corp Sponsored Adr | $149,284 | $149,284 |
| 6,159 Sse Plc Spon Adr | $122,749 | $122,749 |
| 1,183 Toyota Industries Corp Adr | $96,048 | $96,048 |
| 2,797 Untd Overseas Bk Ltd Spons Adr Singapore Adr | $149,192 | $149,192 |
| 545,000 Upm Kymmene Corp Adr | $15,058 | $15,058 |
| 3,126 Vinci S.A Adr | $80,235 | $80,235 |
| 5,315 Wh Group Ltd Spon Adr | $81,798 | $81,798 |
| 1,776 Wpp Plc New Spon Adr | $91,286 | $91,286 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,300,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,300,000 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank charges | $3,926 | $982 | $2,944 |
| Subscriptions | $17,038 | $4,260 | $12,778 |
| Insurance | $6,279 | $1,570 | $4,709 |
| Telephone | $1,988 | $497 | $1,491 |
| Office expenses | $514 | $129 | $385 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized increase in value of investments | Desc |
| Amt | $574,666 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment management fees | $448,886 | $448,886 | $0 |
| PEO services | $82,783 | $16,557 | $66,226 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise tax | $181,179 | $0 | $0 |
| Foreign tax | $26,469 | $26,469 | $0 |
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