MULVA FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MULVA FAMILY FOUNDATION (EIN 20-3221183)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349104000
- Schema version
- 2021v4.0
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T12:33:59-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVEY L BLACK JR ATTORNEY AT LAW | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16117 ACAPULCO DR | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203221183 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MULVA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MULV | BusinessNameControlTxt |
| Phone | 2815007015 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CONGRESS AVENUE 49UT | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES J MULVA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2812936160 | PhoneNum |
| Signature | 2022-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | MULVA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARVEY L BLACK JR | PreparerPersonNm |
| PTIN | P00958913 | PTIN |
| Phone | 2815007015 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $426,330,105 | 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 | $8,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $349 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $349 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,665,303 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,665,303 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$94,999 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,615,459 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $1,315,290 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,456,556 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,885,943 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,122,208 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $900 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $900 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $11,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,325 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,336 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,336 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $996,907 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $303,227 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $666,014 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $665,910 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $104 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,698,007 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $992,898 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,429 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,450,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,450,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,148,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $992,898 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,461,429 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,262,064 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,129,310 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,819 | CashBOYAmt |
| Cash EOY | $3,588,857 | CashEOYAmt |
| Cash EOYFMV | $3,588,857 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,397,794 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,223,186 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,223,186 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $59,943 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $114,361 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $114,361 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $36,268,969 | CorporateStockBOYAmt |
| Corporate Stock EOY | $49,416,351 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,416,351 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $309,124,986 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $371,987,350 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $371,987,350 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $349,862,511 | TotalAssetsBOYAmt |
| Total Assets EOY | $426,330,105 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $426,330,105 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $349,862,511 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $426,330,105 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $349,862,511 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $426,330,105 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $349,862,511 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $426,330,105 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $349,862,511 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,262,064 | ExcessRevenueOverExpensesAmt |
| Other Increases | $77,729,658 | OtherIncreasesAmt |
| Subtotal | $426,330,105 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $426,330,105 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $35,005,945 | $35,031,974 | -$26,029 | -$26,029 |
| PUBLICLY TRADED SECURITIES | P | $7,600,000 | $7,637,886 | -$37,886 | -$37,886 |
| PASSTHROUGH K-1 GAIN/(LOSS) | P | $40,598 | -$40,598 | -$40,598 | |
| PASSTHROUGH K-1 GAIN/(LOSS) | P | $8,549 | $8,549 | $8,549 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$94,999 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $99,097 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $99,097 | SubtotalAmt |
| Tax Based On Investment Income | $99,097 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $122,361 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $122,361 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $36 | EsPenaltyAmt |
| Overpayment | $23,228 | OverpaymentAmt |
| Applied To ES Tax | $23,228 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HARVEY L BLACK JR | IndividualWithBooksNm |
| Phone | 2815007015 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16117 ACAPULCO DR | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES J MULVA | ||||||||
| 200 CONGRESS AVE 49UT | AUSTIN | TX | 78701 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MIRIAM B MULVA | ||||||||
| 200 CONGRESS AVE 49UT | AUSTIN | TX | 78701 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN A CARRIG | ||||||||
| 3305 AMHERST STREET | HOUSTON | TX | 770053333 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HARVEY L BLACK JR | ||||||||
| 16117 ACAPULCO DR | HOUSTON | TX | 77040 | SECRETARY | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $332,411,173 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,437,751 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $59,292,097 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $395,141,021 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $395,141,021 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,927,115 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $389,213,906 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,460,695 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,460,695 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $99,097 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $99,097 | TotalTaxAmt |
| Distributable Before Adj | $19,361,598 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,361,598 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,361,598 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,461,429 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $15,461,429 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,361,598 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $3,288,391 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,108,431 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $6,396,822 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,461,429 | QualifyingDistributionsAmt |
| Applied To Current Year | $15,461,429 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $3,900,169 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,900,169 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,496,653 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,496,653 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,496,653 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES J MULVA AND MIRIAM B MULVA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATHOLIC DIOCESE OF AUSTIN | |||||||
| 6225 HWY 290 EAST | AUSTIN | TX | 787231025 | N/A | 509(A)(1) | SUPPORT FOR CATHOLIC MISSION-AUSTIN | $2,400,000 |
| MD ANDERSON CANCER CENTER | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | N/A | 509(A)(1) | SUPPORT FOR MELANOMA PROGRAMS | $1,000,000 |
| MD ANDERSON CANCER CENTER | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | N/A | 509(A)(1) | SUPPORT PROSTATE CANCER PROG. | $1,000,000 |
| PONTIFICAL N AMERICAN COLLEGE | |||||||
| 3211 FOURTH ST NE | WASHINGTON | DC | 20017 | N/A | 509(A)(1) | SUPPORT FOR ECHO CHRIST & MISSION | $1,000,000 |
| ST NORBERT COLLEGE | |||||||
| 100 GRANT STREET | DE PERE | WI | 54115 | N/A | 509(A)(1) | SUPPORT FOR CONST. OF SPORTS CENTER | $2,000,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATION | |||||||
| 100 TIMBERDELL RD | NORMAN | OK | 730190685 | N/A | 509(A)(1) | SUPPORT FOR ARMORY RENO. & ROTC | $3,000,000 |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 1 UNIVERSITY STN B6000 | AUSTIN | TX | 78712 | N/A | ST. AGENCY | SUPPORT FOR RENOVATION - BUS. SCHOOL | $3,000,000 |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX T | AUSTIN | TX | 78713 | N/A | ST. AGENCY | SUPPORT FOR ROTC | $500,000 |
| HOPE HOUSE | |||||||
| PO BOX 457 | LIBERTY HILL | TX | 78642 | N/A | 509(A)(1) | SHELTER FOR HANDICAPPED CHILDREN | $50,000 |
| ST JOHN'S MINISTRIES | |||||||
| 411 ST JOHN ST | GREEN BAY | WI | 54301 | N/A | 509(A)(1) | SUPPORT FOR HOMELESS | $1,200,000 |
| SYBLE HOPP SCHOOL | |||||||
| 755 SCHEURING RD | DE PERE | WI | 54115 | N/A | 509(A)(1) | SUPPORT FOR FACILITY UPGRADES | $200,000 |
| ST AUSTIN CATHOLIC PARISH | |||||||
| 2026 GUADALUPE ST | AUSTIN | TX | 78705 | N/A | 509(A)(1) | SUPPORT CATHOLIC MISSION | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,450,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATHOLIC DIOCESE OF AUSTIN | |||||||
| 6225 HWY 290 EAST | AUSTIN | TX | 787231025 | N/A | 509(A)(1) | SUPPORT FOR ENCOUNTERING CHRIST | $2,400,000 |
| MD ANDERSON CANCER CENTER | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | N/A | 509(A)(1) | MELANOMA & PROSTATE CANCER SUPPORT | $15,000,000 |
| PONTIFICAL N AMERICAN COLLEGE | |||||||
| 3211 FOURTH ST NE | WASHINGTON | DC | 20017 | N/A | 509(A)(1) | SUPPORT FOR ECHO CHRIST INITIATIVE | $1,000,000 |
| ST NORBERT COLLEGE | |||||||
| 100 GRANT STREET | DE PERE | WI | 54115 | N/A | 509(A)(1) | SUPPORT CONST. OF SPORTS CENTER | $3,000,000 |
| UNIVERSITY OF OKLAHOMA FND | |||||||
| 100 TIMBERDELL RD | NORMAN | OK | 730190685 | N/A | 508(A)(1) | SUPPORT FOR RENO. ARMORY & ROTC | $8,000,000 |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX T | AUSTIN | TX | 78713 | N/A | STATE AGENCY | SUPPORT FOR ROTC PROGRAMS | $4,500,000 |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 1 UNIVERSITY STN B6000 | AUSTIN | TX | 78712 | N/A | ST. AGENCY | SUPPORT RENO. OF BUSINESS SCHOOL | $36,000,000 |
| ST JOHN'S MINISTRIES | |||||||
| 411 ST JOHN ST | GREEN BAY | WI | 54301 | N/A | 509(A)(1) | SUPPORT FOR HOMELESS | $2,400,000 |
| HOPE HOUSE | |||||||
| PO BOX 457 | LIBERTY HILL | TX | 78642 | N/A | 509(A)(1) | SHELTER FOR HADICAPPED CHILDREN | $600,000 |
| SYBLE HOPP SCHOOL | |||||||
| 755 SCHEURING RD | DE PERE | WI | 54115 | N/A | 509(A)(1) | SUPPORT FOR FACILITY UPGRADES | $800,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $73,700,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $349 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,665,303 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,456,556 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$94,999 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | P'SHIP K-1 - UBTI: 87-26788 | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$141,266 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$141,266 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,027,209 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,885,943 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | JAMES J MIRIAM B MULVA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CONGRESS AVENUE 49UT | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX SERVICES | CategoryTxt |
| Amt | $11,850 | Amt |
| Net Investment Income | $525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,325 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY (BRK.A) | $15,322,508 | $15,322,508 |
| EQUINOR (EQNR) | $19,873,252 | $19,873,252 |
| TOTAL (TOT) | $14,220,591 | $14,220,591 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TOT. INTL. STK FUND (VTIAX) | FMV | $6,260,659 | $6,260,659 |
| VALUE INDEX FUND (VIVIX) | FMV | $69,501,872 | $69,501,872 |
| TTL STK, MKT IDX FUND (VITSX) | FMV | $216,045,995 | $216,045,995 |
| ULTRA ST-TERM BOND FUND (VISFX) | FMV | $7,293,780 | $7,293,780 |
| OTTAWA AVE. FUND 2019 (OFFSHORE), LP | FMV | $37,480,417 | $37,480,417 |
| MSD PRIV. CREDIT OPPORT. FUND 2, LP | FMV | $35,317,265 | $35,317,265 |
| OTTAWA AVE. FUND VI, LP | FMV | $87,362 | $87,362 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WINSTEAD | CategoryTxt |
| Legal Fees | $900 | LegalFeesAmt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| ADR FEES | $31,196 | $31,196 | |
| P'SHIP K-1 EXPENSES | $634,298 | $634,298 | |
| POSTAGE & DELIVERY | $137 | $61 | $76 |
| BANK FEES | $198 | $170 | $28 |
| OTHER EXPENSES | $185 | $185 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BNY MELLON - SETTLE PROCEEDS | $32 | $32 |
| SUBPART F INCOME: 98-1460866 | $1,087,890 | $1,087,890 |
| PARTNERSHIP K-1 INCOME | $368,634 | $368,634 |
| P'SHIP K-1 - UBTI: 87-2678803 | -$141,266 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $77,729,658 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT & SERVICES | CategoryTxt |
| Amt | $22,336 | Amt |
| Net Investment Income | $22,336 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAXES | $693,680 | |
| FOREIGN TAXES PAID | $303,227 | $303,227 |