GARVER BLACK HILYARD FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GARVER BLACK HILYARD FAMILY FOUNDATION (EIN 76-0556696)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202533109349101348
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T19:40:36-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760556696 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Garver Black Hilyard Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARV | BusinessNameControlTxt |
| Phone | 7135223092 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2748 Bingle Rd | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77055 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C M Garver | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 7135223092 | PhoneNum |
| Signature | 2025-11-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| 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 | $70,391,712 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,971,792 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $64,666 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $64,666 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $855,632 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $855,632 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,978,073 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,875,138 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,978,073 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,870,163 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,898,371 | 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 | $160,962 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $160,962 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,132 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,132 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,774 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,420 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,354 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $354,344 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $353,926 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $418 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $535,212 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $360,346 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $174,866 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,442,790 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,442,790 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,978,002 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $360,346 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,617,656 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,892,161 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,538,025 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $974,860 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,842,448 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,842,448 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $26,732 | AcctRcvblAmt |
| Acct Rcvbl EOY | $26,732 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $26,732 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $4,921,751 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $5,761,404 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $4,921,751 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $4,921,751 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $28,235,765 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,743,221 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $60,701,196 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,913,967 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $284,255 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $342,699 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,186,570 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,186,570 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,556,886 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $38,072,566 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,004,977 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,391,712 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $860 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $860 | 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 | $38,071,706 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,004,977 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,071,706 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,004,977 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,072,566 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,004,977 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,071,706 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,892,161 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $39,963,867 | SubtotalAmt |
| Other Decreases | $1,958,890 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,004,977 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SPR ARN ISS HSBC | 2022-11-22 | 2024-01-26 | $486,148 | $402,440 | $83,708 | $83,708 | |
| SX5E ARN ISS CIBC | 2023-04-27 | 2024-06-28 | $846,226 | $682,440 | $163,786 | $163,786 | |
| SP 500 ARN ISS CIBC | 2023-07-27 | 2024-09-27 | $1,029,247 | $901,820 | $127,427 | $127,427 | |
| SP500 ARN ISS HSBC | 2023-08-24 | 2024-10-25 | $406,483 | $353,740 | $52,743 | $52,743 | |
| SP500 ARN ISS CIBC | 2023-10-26 | 2024-10-25 | $609,759 | $520,050 | $89,709 | $89,709 | |
| GRAIL INC | 2023-09-29 | 2024-09-16 | $806 | $1,364 | -$558 | -$558 | |
| ALPHABET INC CL C | 2016-03-15 | 2024-10-30 | $78,148 | $15,662 | $62,486 | $62,486 | |
| ALPHABET INC CL A | 2016-03-15 | 2024-10-30 | $86,551 | $18,056 | $68,495 | $68,495 | |
| FACTSET RESH SYS INC | 2016-03-15 | 2024-10-30 | $22,176 | $7,181 | $14,995 | $14,995 | |
| META PLATFORMS INC | 2017-07-17 | 2024-04-08 | $679,427 | $187,197 | $492,230 | $492,230 | |
| GRAIL INC | 2023-07-28 | 2024-09-16 | $5,633 | $19,355 | -$13,722 | -$13,722 | |
| NVIDIA | 2019-01-14 | 2024-05-16 | $1,276,184 | $65,836 | $1,210,348 | $1,210,348 | |
| ORACLE | 2016-03-15 | 2024-10-30 | $55,163 | $12,165 | $42,998 | $42,998 | |
| SANDOZ | 2022-07-21 | 2024-01-24 | $27,273 | $19,616 | $7,657 | $7,657 | |
| SALESFORCE | 2020-03-23 | 2024-10-30 | $25,996 | $12,148 | $13,848 | $13,848 | |
| TESLA | 2022-03-25 | 2024-12-31 | $546,405 | $411,360 | $135,045 | $135,045 | |
| VISA INC CL A | 2016-03-15 | 2024-10-30 | $105,907 | $26,159 | $79,748 | $79,748 | |
| MICROSOFT | 2016-03-15 | 2024-10-30 | $44,915 | $5,476 | $39,439 | $39,439 | |
| ROYAL BANK OF CANADA LKD TO HOG | 2021-06-28 | 2024-07-03 | $35,000 | $35,000 | $0 | $0 | |
| ROYAL BANK OF CANADA LKD TO ZM | 2021-07-26 | 2024-07-19 | $196,127 | $1,200,000 | -$1,003,873 | -$1,003,873 | |
| Capital Gains Dividends | $311,564 | $311,564 | $311,564 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,978,073 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,279 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35,279 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35,279 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,515 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,515 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $236 | OverpaymentAmt |
| Applied To ES Tax | $236 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C MICHAEL GARVER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2748 Bingle Rd | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Maia Lenoir Corbitt | 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 | $160,962 | 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 | $353,926 | 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 | $55,079,227 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,176,005 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,168,409 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,423,641 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,423,641 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $981,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,442,286 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,222,114 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,222,114 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,279 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,279 | TotalTaxAmt |
| Distributable Before Adj | $3,186,835 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,186,835 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,186,835 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,617,656 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,617,656 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,186,835 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,599,193 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,617,656 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,599,193 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,463 | 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 | $3,168,372 | 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 (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Houston Botanic Garden | ||||||
| 8205 N Bayou Drive | Houston | TX | 77017 | PC | General Charitable Purposes | $359,350 |
| Buffalo Bayou Partnership | ||||||
| 1019 Commerce St Ste 200 | Houston | TX | 77002 | PC | pledge for maintenance facility | $435,000 |
| Texas A&M Foundation | ||||||
| 401 George Bush Drive | College Station | TX | 77840 | GOV | Scholarship Funds | $124,000 |
| Houston Parks Board | ||||||
| 300 North Post Oak Lane | Houston | TX | 77024 | PC | General Charitable Purpose | $10,000 |
| Bayou Preservation Assoc | ||||||
| 7305 Navigation Blvd Suite A | Houston | TX | 77011 | PC | General Charitable Purpose | $50,000 |
| Container Recycling Institute | ||||||
| 4361 Keystone Ave | Culver City | CA | 90232 | PC | General Charitable Pupose | $50,000 |
| Houston Methodist Hospital Foundation | ||||||
| 1704 Sunset Blvd | Houston | TX | 77005 | PC | Houston Alzheimer's Study Pledge | $30,000 |
| Galveston Bay Foundation | ||||||
| 1725 HIghway 146 | Kemah | TX | 77565 | PC | General Charitable Purpose | $25,000 |
| Texas Conservative Coalition Research Inst | ||||||
| PO Box 2659 | Austin | TX | 78768 | PC | General Charitable Purpose | $52,640 |
| Bayou City Waterkeeper | ||||||
| 2010 N Loop West Suite 275 | Houston | TX | 77018 | PC | General Charitable Purpose | $2,000 |
| Houston Food Bank | ||||||
| 535 Portwall St | Houston | TX | 77029 | PC | General Charitable Purpose | $50,000 |
| American Lung Assoc in Texas | ||||||
| 102 McDowell Rd | Phoeniz | AZ | 85003 | PC | General Charitable Purpose | $10,000 |
| Community Family Center | ||||||
| 7524 Ave E | Houston | TX | 77012 | PC | General Charitable Purpose | $24,300 |
| Environment TX Research & Policy | ||||||
| 200 E 30th St | Austin | TX | 78705 | PC | General Charitable Purpose | $1,000 |
| Crime Stoppers | ||||||
| PO Box 541654 | Houston | TX | 77254 | PC | General Charitable Purpose | $5,000 |
| Herman Park Conservancy | ||||||
| 1700 Herman Drive | Houston | TX | 77004 | PC | General Charitable Purpose | $5,000 |
| Coastal Prairie | ||||||
| 5615 Kirby Dr Suite 867 | Houston | TX | 77005 | PC | General Charitable Purpose | $5,000 |
| Memorial Park Conservancey | ||||||
| 7575 North Picnic Lane | Houston | TX | 77007 | PC | General Charitable Purpose | $10,000 |
| National Multiple Sclerosis Society | ||||||
| PO Box 4527 | New York | NY | 10163 | PC | General Charitable Purpose | $20,000 |
| Spark School Park Program | ||||||
| PO Box 1562 | Houston | TX | 77251 | PC | General Charitable Purpose | $10,000 |
| Open Door Mission | ||||||
| PO Box9356 | Houston | TX | 77261 | PC | General Charitable Purpose | $5,000 |
| Houston Community Tool Bank | ||||||
| 1215 Gazin Street | Houston | TX | 77020 | PC | General Charitable Purpose | $5,000 |
| 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 | $20,000 |
| University of Houston Downtown | ||||||
| One Main Street Suite 990-S | Houston | TX | 77002 | GOV | General Charitable Purpose | $10,000 |
| Alley Theatre | ||||||
| 615 Texas Avenue | Houston | TX | 77002 | PC | General Charitable Purpose | $3,000 |
| Bayou Land Conservancy | ||||||
| 10330 Lake Road Bldg J | Houston | TX | 77070 | PC | General Charitable Purpose | $1,000 |
| Circuit Riders Ministries | ||||||
| PO Box 6241 | Tyler | TX | 75711 | PC | General Charitable Purpose | $1,000 |
| Citizens for Animal Protection | ||||||
| 175555 Katy Freeway | Houston | TX | 77094 | PC | General Charitable Purpose | $1,000 |
| Houston Humane Society | ||||||
| PO Box 450528 | Houston | TX | 77245 | PC | General Charitable Purpose | $1,000 |
| Leukemia & Lymphoma Society | ||||||
| 5433 Westheimer Rd Ste300 | Houston | TX | 77056 | PC | General Charitable Purpose | $5,000 |
| Trees for Houston | ||||||
| PO Box 270477 | Houston | TX | 77277 | PC | General Charitable purpose | $5,000 |
| Keep Texas Beautiful | ||||||
| 8850 Business Park | Austin | TX | 78759 | PC | General Charitable Purpose | $50,000 |
| 12th Man Foundation | ||||||
| PO Box 2800 | College Station | TX | 77841 | PC | General Charitable Purpose | $10,000 |
| Gracewood Church Children at Heart Foundation | ||||||
| 1617 Elmview Dr | Houston | TX | 77080 | PC | General Charitable Purpose | $90,000 |
| New Hope Housing | ||||||
| 3315 Harrisburg Blvd Suite 400 | Houston | TX | 77003 | PC | General Charitable Purpose | $25,000 |
| Impact a Hero | ||||||
| 2929 McKinney St | Houston | TX | 77003 | PC | General charitable purposes | $3,000 |
| Lone Star Flight Museum | ||||||
| 11551 Aerospace Ave | Houston | TX | 77034 | PC | General Charitable Purpose | $10,000 |
| American Legislative Exchange Council | ||||||
| 200 Crystal Dr Suite 600 | Arlington | VA | 22202 | PC | General Charitable Purpose | $38,500 |
| Tunnels to Tower Foundation | ||||||
| 2361 Hylan Blvd | Staten Island | NY | 10306 | PC | General Charitable Purpose | $5,000 |
| Discovery Green | ||||||
| 1500 McKinney | Houston | TX | 77010 | PC | General Charitable | $1,000 |
| Md Anderson Cancer Center | ||||||
| P O Box 4464 | Houston | TX | 772104464 | GOV | Medical Research | $20,000 |
| Parkinson Foundation | ||||||
| 200SE 1st Street suite 800 | Miami | FL | 33131 | PC | Charitable | $5,000 |
| US Ski & Snowboard Foundation | ||||||
| 1 Victory Lane Box 100 | Park City | UT | 84060 | PC | General charitable purpose | $28,000 |
| Easter Seals Greater Houston | ||||||
| 4888 Loop Central Dr 200 | Houston | TX | 77081 | PC | General Charitable Purposes | $24,000 |
| Keep America Beautiful | ||||||
| 1010 Washington Blvd 3rd Fl | Stamford | CT | 06901 | PC | General Charitable Purposes | $100,000 |
| Inheritance of Hope | ||||||
| 1314 Chattahoochee Ave NW Suite K2 | Atlanta | GA | 30318 | PC | General Charitable Purpose | $20,000 |
| Samaritans Purse | ||||||
| P O Box 3000 | Boone | NC | 28607 | PC | General Charitable Purposes | $180,000 |
| Stewardship Action Foundation | ||||||
| 20886 SW Teton Ave | Tualatin | OR | 97062 | pc | General Charitable Purposes | $25,000 |
| Texas A&M Foundation | ||||||
| 401 George Bush Drive | College Station | TX | 778402811 | GOV | Mosbacher Business School Study | $50,000 |
| University of Kentucky | ||||||
| Sturgill Philanthropy Building | Lexington | KY | 405060015 | GOV | Scholarships | $405,000 |
| Kids Meal | ||||||
| 330 Garden Oaks Blvd | Houston | TX | 77018 | pc | General Charitable Purposes | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,442,790 | 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 | $64,666 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $855,632 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,978,073 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,898,371 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,898,371 | 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 Person | C M Garver | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $1,971,792 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | publicly traded securities | NoncashPropertyDesc |
| Fair Market Value | $1,971,792 | FairMarketValueAmt |
| Received | 2024-10-17 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Ford Motors Bonds | BondNm |
| EOY Book Value | $284,255 | EOYBookValueAmt |
| EOYFMV | $342,699 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Albermerle | $204,506 | $172,160 |
| Altria Group Inc | $443,501 | $627,480 |
| Caterpillar | $716,700 | $3,627,600 |
| Chevron | $141,576 | $289,680 |
| Cisco | $137,850 | $296,000 |
| Citigroup | $15,440 | $25,692 |
| Dreyfus Fund | $1,807,917 | $1,858,650 |
| Exxon | $890,721 | $1,828,690 |
| Intel | $125,430 | $80,200 |
| Johnson & Johnson | $215,110 | $289,240 |
| Lennar | $270,719 | $825,039 |
| Microsoft Corp | $75,788 | $758,700 |
| Pfizer | $476,603 | $443,051 |
| Phillip Morris | $1,953,040 | $3,034,385 |
| Phillips 66 | $248,791 | $330,397 |
| Schlumberger | $174,216 | $92,016 |
| See ML 04k02 Stmt Attached | $18,754,760 | $40,771,961 |
| Tweedy Browne Fund Inc | $478,509 | $496,154 |
| Viatris | $26,284 | $25,796 |
| Yum Brands | $224,266 | $536,640 |
| Nvidia | $12,904 | $1,933,776 |
| SX5E ARN ISS RBC | $846,220 | $827,603 |
| SP500 ARN ISS TD | $406,480 | $395,505 |
| SP500 ARN ISS RBC | $609,750 | $609,750 |
| SP500 ARN ISS RBC | $486,140 | $525,031 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Gold ounces | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,186,570 | BookValueAmt |
| EOYFMV | $2,556,886 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | attorney fees | CategoryTxt |
| Legal Fees | $1,132 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,132 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | stock contributed | Desc |
| Amt | $1,958,890 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Broker fees | $353,926 | $353,926 | $0 |
| Safe Deposit Box and fees | $418 | $0 | $418 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes | $6,420 | $6,420 | $0 |
| Payroll Taxes | $12,354 | $0 | $12,354 |