GARVER BLACK HILYARD FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GARVER BLACK HILYARD FAMILY FOUNDATION (EIN 76-0556696)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-20
- IRS object ID
- 202642019349100504
- Schema version
- 2025v4.2
- 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 | 2026-07-20T10:28:27-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | 2026-07-20 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $81,759,923 | 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 | $763,081 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $115,795 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $115,795 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $970,699 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $970,699 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $832,482 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,100,340 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $832,482 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,682,057 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,918,976 | 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 | $172,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $172,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,504 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,504 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $72,831 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,593 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,238 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $434,678 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $434,678 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $681,513 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $445,271 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $187,242 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,997,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,997,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,679,063 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $445,271 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,184,792 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$997,006 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,473,705 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,842,448 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $519,679 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $519,679 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $26,732 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $4,775,595 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $4,921,751 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $4,775,595 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $4,775,595 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $29,743,221 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,482,617 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $71,898,447 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $284,255 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $284,255 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $345,735 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,186,570 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,186,570 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,220,467 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $38,004,977 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,248,716 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $81,759,923 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $38,004,977 | RetainedEarningBOYAmt |
| Retained Earning EOY | $36,248,716 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,004,977 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,248,716 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,004,977 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,248,716 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,004,977 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$997,006 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,007,971 | SubtotalAmt |
| Other Decreases | $759,255 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,248,716 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| Caterpillar Inc | 2016-03-15 | 2025-11-18 | $135,790 | $17,917 | $117,873 | $117,873 | |
| Intel Corp | 2016-03-15 | 2025-11-18 | $135,740 | $125,429 | $10,311 | $10,311 | |
| Philip Morris | 2016-03-15 | 2025-11-18 | $157,141 | $96,249 | $60,892 | $60,892 | |
| Pfizer | 2016-03-22 | 2025-11-18 | $163,442 | $188,744 | -$25,302 | -$25,302 | |
| SX5E ARN Iss | 2024-06-27 | 2025-08-29 | $1,017,156 | $846,220 | $170,936 | $170,936 | |
| SP500 ARN | 2024-01-25 | 2025-03-28 | $547,928 | $486,140 | $61,788 | $61,788 | |
| SP500 ARN Iss Td | 2024-10-24 | 2025-12-19 | $454,851 | $406,480 | $48,371 | $48,371 | |
| Viatris Inc | 2016-03-15 | 2025-11-18 | $21,956 | $26,284 | -$4,328 | -$4,328 | |
| Alibaba Group | 2017-07-07 | 2025-07-30 | $279,396 | $440,778 | -$161,382 | -$161,382 | |
| Netflix Com | 2022-01-31 | 2025-01-02 | $89,397 | $42,812 | $46,585 | $46,585 | |
| Nike Inc | 2024-07-03 | 2025-11-18 | $293,840 | $357,008 | -$63,168 | -$63,168 | |
| Oracle Corp | 2016-03-15 | 2025-01-06 | $39,050 | $9,047 | $30,003 | $30,003 | |
| Qualcomm Inc | 2016-03-15 | 2025-12-22 | $152,587 | $49,735 | $102,852 | $102,852 | |
| Tesla | 2022-03-25 | 2025-01-02 | $165,674 | $149,217 | $16,457 | $16,457 | |
| Yum China Holdings | 2017-07-07 | 2025-06-26 | $33,625 | $25,798 | $7,827 | $7,827 | |
| Capital Gains Dividends | $412,767 | $412,767 | $412,767 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $832,482 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,484 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,484 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,484 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,236 | 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 | $36,236 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,752 | OverpaymentAmt |
| Applied To ES Tax | $15,752 | 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 |
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 | $172,500 | 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 | $433,252 | 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 | $66,231,582 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,707,632 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,996,062 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $76,935,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $76,935,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,154,029 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $75,781,247 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,789,062 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,789,062 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,484 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,484 | TotalTaxAmt |
| Distributable Before Adj | $3,768,578 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,768,578 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,768,578 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,184,792 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,184,792 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,768,578 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,168,372 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,184,792 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,168,372 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,420 | 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 | $3,752,158 | 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 (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 12th Man Foundation | ||||||
| PO Box 2800 | College Station | TX | 77841 | PC | General Charitable Purpose | $10,000 |
| Houston Parks Board | ||||||
| 300 North Post Oak Lane | Houston | TX | 77024 | PC | General Charitable Purpose | $30,000 |
| Inheritance of Hope | ||||||
| 1314 Chattahoochee Ave NW Suite K2 | Atlanta | GA | 30318 | PC | General Charitable Purpose | $50,000 |
| Keep America Beautiful | ||||||
| 1010 Washington Blvd 3rd Fl | Stamford | CT | 06901 | PC | General Charitable Purposes | $78,000 |
| Keep Texas Beautiful | ||||||
| 8850 Business Park | Austin | TX | 78759 | PC | General Charitable Purpose | $50,000 |
| Kids Meal | ||||||
| 8790 Hammerly Blvd | Houston | TX | 77080 | PC | General Charitable Purposes | $15,000 |
| Lone Star Flight Museum | ||||||
| 11551 Aerospace Ave | Houston | TX | 77034 | PC | General Charitable Purpose | $5,000 |
| Md Anderson Cancer Center | ||||||
| P O Box 4464 | Houston | TX | 772104464 | PC | Medical Research | $20,000 |
| Memorial Park Conservancy | ||||||
| 7575 North Picnic Lane | Houston | TX | 77007 | PC | General Charitable Purpose | $20,000 |
| National Multiple Sclerosis Society | ||||||
| PO Box 91891 | Washington | DC | 200901891 | PC | General Charitable Purpose | $20,000 |
| New Hope Housing | ||||||
| 3315 Harrisburg Blvd Suite 400 | Houston | TX | 77003 | PC | General Charitable Purpose | $30,000 |
| Open Door Mission | ||||||
| PO Box9356 | Houston | TX | 77261 | PC | General Charitable Purpose | $5,000 |
| Houston Methodist Hospital Foundation | ||||||
| 1704 Sunset Blvd | Houston | TX | 77005 | PC | Stroke detection research | $30,000 |
| Parkinson Foundation | ||||||
| PO Box 6003 | Albert Lea | MN | 560076003 | PC | General Charitable Purpose | $5,000 |
| Spark School Park Program | ||||||
| PO Box 1562 | Houston | TX | 77251 | PC | General Charitable Purpose | $10,000 |
| Surfrider Foundation | ||||||
| PO Box 73550 | San Clemente | CA | 92673 | PC | General Charitable Purposes | $15,000 |
| Texas A&M Foundation | ||||||
| 401 George Bush Drive | College Station | TX | 778402811 | PC | New ETID Building campaign | $100,000 |
| Texas A&M Foundation | ||||||
| 401 George Bush Drive | College Station | TX | 77840 | PC | Scholarship Funds | $178,000 |
| Texas Conservative Coalition Research Inst | ||||||
| PO Box 2659 | Austin | TX | 78768 | PC | General Charitable Purpose | $28,450 |
| Texas Search & Rescue Kerrville | ||||||
| 13501 Ranch Road 12 Ste 103 | Wimberly | TX | 78676 | PC | Kerrville Flood Donation | $50,000 |
| The Fairhaven Food Pantry | ||||||
| 1330 Gessner Rd | Houston | TX | 77055 | PC | General Charitable Purposes | $20,000 |
| Trees for Houston | ||||||
| 1911 W 34th St | Houston | TX | 77018 | PC | General Charitable purpose | $5,000 |
| Tunnels to Tower Foundation | ||||||
| PO Box 70719 | Philadelphia | PA | 191760719 | PC | General Charitable Purpose | $5,000 |
| University of Houston Downtown | ||||||
| One Main Street Suite 990-S | Houston | TX | 77002 | PC | General Charitable Purpose | $10,000 |
| University of Kentucky | ||||||
| Sturgill Philanthropy Building | Lexington | KY | 405060015 | PC | Scholarships | $475,000 |
| US Ski & Snowboard Foundation | ||||||
| 1 Victory Lane Box 100 | Park City | UT | 84060 | PC | General charitable purpose | $28,000 |
| Houston Humane Society | ||||||
| PO Box 450528 | Houston | TX | 77245 | PC | General Charitable Purpose | $2,000 |
| Houston Community Tool Bank | ||||||
| 1215 Gazin Street | Houston | TX | 77020 | PC | General Charitable Purpose | $5,000 |
| Alley Theatre | ||||||
| 615 Texas Avenue | Houston | TX | 77002 | PC | General Charitable Purpose | $3,000 |
| American Legislative Exchange Council | ||||||
| 200 Crystal Dr Suite 600 | Arlington | VA | 22202 | PC | General Charitable Purpose | $25,000 |
| American Lung Assoc in Texas | ||||||
| 102 McDowell Rd | Phoeniz | AZ | 85003 | PC | General Charitable Purpose | $10,000 |
| Baker Ripley | ||||||
| PO Box 271389 | Houston | TX | 77277 | PC | General Charitable Purpose | $30,000 |
| Bayou City Waterkeeper | ||||||
| 4900 Travis St Ste 209 | Houston | TX | 77002 | PC | General Charitable Purpose | $2,000 |
| Bayou Land Conservancy | ||||||
| 8801 Gosling Rd | Spring | TX | 77381 | PC | General Charitable Purpose | $2,000 |
| Bayou Preservation Assoc | ||||||
| 2339 Commerce St Suite 163 | Houston | TX | 77002 | PC | General Charitable Purpose | $50,000 |
| Bear be a Resource | ||||||
| PO Box 27701-501 | Houston | TX | 77227 | PC | General Charitable Purpose | $3,000 |
| Blood Cancer United | ||||||
| PO Box 98011 | Washington | DC | 200908011 | PC | General Charitable Purpose | $11,500 |
| Buffalo Bayou Partnership | ||||||
| 1019 Commerce St Ste 200 | Houston | TX | 77002 | PC | pledge for maintenance facility | $500,000 |
| Circuit Riders Ministries | ||||||
| PO Box 6241 | Tyler | TX | 75711 | PC | General Charitable Purpose | $2,000 |
| Houston Food Bank | ||||||
| 535 Portwall St | Houston | TX | 77029 | PC | General Charitable Purpose | $50,000 |
| Community Foundation of the Texas HIll Country | ||||||
| 241 Earl Garrett Street | Kerrville | TX | 78028 | PC | Kerr County Flood Relief | $50,000 |
| Container Recycling Institute | ||||||
| 4361 Keystone Ave | Culver City | CA | 90232 | PC | General Charitable Pupose | $85,000 |
| Crime Stoppers | ||||||
| PO Box 541654 | Houston | TX | 77254 | PC | General Charitable Purpose | $5,000 |
| Discovery Green | ||||||
| 1500 McKinney | Houston | TX | 77010 | PC | General Charitable Purpose | $1,000 |
| Easter Seals Greater Houston | ||||||
| 4888 Loop Central Dr 200 | Houston | TX | 77081 | PC | General Charitable Purposes | $40,000 |
| Emerge | ||||||
| 3555 Timmons Lane Suite 800 | Houston | TX | 77027 | PC | General Charitable purposes | $3,000 |
| Environment TX Research & Policy | ||||||
| 200 E 30th St | Austin | TX | 78705 | PC | General Charitable Purpose | $5,000 |
| Galveston Bay Foundation | ||||||
| 1725 HIghway 146 | Kemah | TX | 77565 | PC | General Charitable Purpose | $25,000 |
| Gracewood Church Children at Heart Foundation | ||||||
| 1617 Elmview Dr | Houston | TX | 77080 | PC | General Charitable Purpose | $180,000 |
| Herman Park Conservancy | ||||||
| 1700 Herman Drive | Houston | TX | 77004 | PC | General Charitable Purpose | $10,000 |
| Houston Audobon | ||||||
| 440 Wilchester Blvd | Houston | TX | 770797329 | PC | General Charitable purpose | $5,000 |
| Houston Botanic Garden | ||||||
| 8205 N Bayou Drive | Houston | TX | 77017 | PC | General Charitable Purposes | $519,400 |
| Community Family Center | ||||||
| 7524 Ave E | Houston | TX | 77012 | PC | General Charitable Purpose | $39,200 |
| Warriors Refuge | ||||||
| 212 S 14th St | West Columbia | TX | 77486 | PC | General Charitable Purpose | $2,000 |
| West Texas Food Pantry | ||||||
| 1601 Westcliff Dr | Midland | TX | 79703 | PC | General Charitable Purpose | $20,000 |
| National Ability Center | ||||||
| 1000 Ability Way | Park City | UT | 84060 | PC | General Charitable Purpose | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,997,550 | 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 | $115,795 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $970,699 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $832,482 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,918,976 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,918,976 | 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 | $763,081 | 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 | $763,081 | FairMarketValueAmt |
| Received | 2025-12-18 | 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 | $345,735 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Albermerle | $204,506 | $282,880 |
| Altria Group Inc | $443,501 | $691,920 |
| Caterpillar | $698,783 | $5,585,483 |
| Chevron | $141,576 | $304,820 |
| Cisco | $137,850 | $385,150 |
| Citigroup | $15,440 | $42,592 |
| Dreyfus Fund | $2,171,664 | $2,047,575 |
| Exxon | $890,721 | $2,045,780 |
| Johnson & Johnson | $215,110 | $413,900 |
| Lennar | $270,719 | $621,940 |
| Microsoft Corp | $75,788 | $870,516 |
| Pfizer | $287,858 | $253,980 |
| Phillip Morris | $1,856,791 | $3,883,765 |
| Phillips 66 | $248,791 | $374,216 |
| Schlumberger | $174,216 | $92,112 |
| See ML 04k02 Stmt Attached | $18,617,643 | $46,869,893 |
| Tweedy Browne Fund Inc | $544,786 | $614,072 |
| Yum Brands | $224,266 | $605,120 |
| Nvidia | $16,731 | $3,502,843 |
| SP500 ARN ISS RBC | $609,750 | $667,676 |
| SX5E ARN ISS BMO | $1,017,150 | $1,063,939 |
| SP500 ARN ISS HSBC | $547,920 | $587,918 |
| Milrose Propeties Inc | $71,057 | $90,357 |
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 | $4,220,467 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | attorney fees | CategoryTxt |
| Legal Fees | $1,504 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,504 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | stock contributed | Desc |
| Amt | $759,255 | 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 | $434,478 | $434,478 | $0 |
| Safe Deposit Box and fees | $200 | $200 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes | $10,593 | $10,593 | $0 |
| Payroll Taxes | $13,238 | $0 | $13,238 |
| Federal Taxes | $49,000 | $0 | $0 |