MULVA FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MULVA FAMILY FOUNDATION (EIN 20-3221183)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2026-03-06
- IRS object ID
- 202600659349100910
- Schema version
- 2024v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2026-03-06T14:39:27-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2026-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARVEY L BLACK JR | PreparerPersonNm |
| PTIN | P00958913 | PTIN |
| Phone | 2815007015 | PhoneNum |
| Preparation | 2026-03-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $540,541,565 | 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 | $19,705,731 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $460,814 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $428,645 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,189,762 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,189,762 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,811,100 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $71,852,477 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,861,341 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,520,701 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,293,485 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $63,688,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,773,233 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $34,617 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $557 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $34,060 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,350 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,229 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,121 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $909,393 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $575,583 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,614,245 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,107,344 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $310 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,601,605 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,722,713 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,491 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,730,054 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,730,054 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,331,659 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,722,713 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,768,545 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,356,449 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,050,520 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,588 | CashBOYAmt |
| Cash EOY | $5,545 | CashEOYAmt |
| Cash EOYFMV | $5,545 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,620,846 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,913,516 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,913,516 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $258,810 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $413,357 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $413,357 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $42,330,364 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,431,272 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,431,272 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $414,555,452 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $491,777,875 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $491,777,875 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $467,771,060 | TotalAssetsBOYAmt |
| Total Assets EOY | $540,541,565 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $540,541,565 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $467,771,060 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $540,541,565 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $467,771,060 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $540,541,565 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $467,771,060 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $540,541,565 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $467,771,060 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,356,449 | ExcessRevenueOverExpensesAmt |
| Other Increases | $40,414,056 | OtherIncreasesAmt |
| Subtotal | $540,541,565 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $540,541,565 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CONOCOPHILLIPS (COP) | D | 2023-01-23 | 2024-04-22 | $3,534,110 | $3,280,914 | $253,196 | $253,196 |
| PUBLICLY TRADED SECURITIES | P | $65,280,633 | $41,693,305 | $23,587,328 | $23,587,328 | ||
| PASSTHROUGH FROM PARTNERSHIPS | P | $1,815,803 | $1,815,803 | $1,815,803 | |||
| PASSTHROUGH FROM PARTNERSHIPS | P | $1,205,014 | $1,205,014 | $1,205,014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,861,341 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,815,803 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $556,702 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $556,702 | SubtotalAmt |
| Tax Based On Investment Income | $556,702 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $553,357 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $553,357 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6,781 | EsPenaltyAmt |
| Tax Due | $10,126 | TaxDueAmt |
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 (6 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 |
| STEPHEN MULVA | ||||||||
| 3909 VERANO DRIVE | AUSTIN | TX | 78735 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JONATHAN MULVA | ||||||||
| 1306 FOX RIVER DRIVE | DE PERE | WI | 54115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PATRICK MULVA | ||||||||
| 401 QUAY COMMONS | SARASOTA | FL | 34236 | DIRECTOR | 1.00 | $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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARVEY L BLACK JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16117 ACAPULCO DRIVE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FINANCIAL/ADMIN | ServiceTypeTxt |
| Compensation | $56,214 | CompensationAmt |
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 | $259,142,142 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,282,070 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $248,291,416 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $511,715,628 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $511,715,628 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,675,734 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $504,039,894 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,201,995 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,201,995 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $556,702 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $556,702 | TotalTaxAmt |
| Distributable Before Adj | $24,645,293 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,645,293 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,645,293 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,768,545 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $25,768,545 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,645,293 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $471,569 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $471,569 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,768,545 | QualifyingDistributionsAmt |
| Applied To Current Year | $24,645,293 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,123,252 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,594,821 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $471,569 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,123,252 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,123,252 | ExcessFromCurrentYearAmt |
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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ST MARY CATHOLIC CHURCH | |||||||
| 4805 SPORTSMAN DR | DE PERE | WI | 541159707 | N/A | 509(A)(1) | SUPPORT FOR CATHOLIC MISSION-DE PERE | $10,247 |
| ST FRANCIS XAVIER CATHOLIC CHURCH | |||||||
| 220 S MICHIGAN ST | DE PERE | WI | 541152730 | N/A | 509(A)(1) | SUPPORT FOR CATHOLIC MISSION-DE PERE | $18,483 |
| THE GATEWAY COLLECTIVE | |||||||
| PO BOX 158 | GREEN BAY | WI | 54305 | N/A | 509(A)(1) | SUPPORT FOR AFFORDABLE HOUSING | $500,000 |
| FOCUS MISSION FOUNDATION | |||||||
| 523 PARK POINT DRIVE | GOLDEN | CO | 80401 | N/A | 509(A)(1) | SUPPORT FOR CATHOLIC MISSION | $64,000 |
| GOLDEN HOUSE | |||||||
| PO BOX 727 | GREEN BAY | WI | 543050727 | N/A | 509(A)(1) | SUPPORT FOR BUILDINIG NEW FACILITY | $400,000 |
| CATHOLIC FNDN - DIOCESE GREEN BAY | |||||||
| PO BOX 22128 | GREEN BAY | WI | 543052128 | N/A | 509(A)(1) | SUPPORT FOR SEMINARIANS | $940,000 |
| PONTIFICAL NORTH AMERICAN COLLEGE | |||||||
| 3211 FOURTH STREET NE | WASHINGTON | DC | 20017 | N/A | 509(A)(1) | SUPPORT FOR SEMINARIAN TRAINING & ED | $914,400 |
| NOTRE DAME DE LA BAIE ACADEMY | |||||||
| 610 MARYHILL DRIVE | GREEN BAY | WI | 543032092 | N/A | 509(A)(1) | SUPPORT FOR CATHOLIC EDUCATION | $300,000 |
| THE CHILDREN'S MUSEUM OF GREEN BAY | |||||||
| 1230 BAY BEACH ROAD | GREEN BAY | WI | 543021265 | N/A | 509(A)(1) | SUPPORT FOR CHILD DEVELOPMENT | $50,000 |
| UT MD ANDERSON CANCER CENTER | |||||||
| PO BOX 4464 | HOUSTON | TX | 772104464 | N/A | 509(A)(1) | SUPPORT FOR MELANOMA PROGRAM | $1,000,000 |
| UT MD ANDERSON CANCER CENTER | |||||||
| PO BOX 4464 | HOUSTON | TX | 772104464 | N/A | 509(A)(1) | SUPPORT FOR PROSTATE CANCER PROGRAM | $1,000,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 65080 | SAN ANTONIO | TX | 782655080 | N/A | ST. AGENCY | SUPPORT FOR ROTC | $500,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 65080 | SAN ANTONIO | TX | 782655080 | N/A | ST. AGENCY | SUPPORT FOR NEW BUSINESS SCHOOL | $3,000,000 |
| ST GIANNA MOLLA CLINIC INC | |||||||
| 1716 LAWRENCE DR | DE PERE | WI | 541159108 | N/A | 509(A)(1) | SUPPORT FOR FACILITIES FOR THOSE IN | $320,000 |
| HOPE HOUSE | |||||||
| PO BOX 457 | LIBERTY HILL | TX | 786420457 | N/A | 509(A)(1) | SUPPORT FOR THE MENTALLY CHALLENGED | $100,000 |
| ST JOHN'S MINISTRIES | |||||||
| PO BOX 1743 | GREEN BAY | WI | 543051743 | N/A | 509(A)(1) | SUPPORT FOR HOMELESS | $1,200,000 |
| SYBLE HOPP SCHOOL | |||||||
| 755 SCHEURING RD | DE PERE | WI | 541151701 | N/A | 509(A)(1) | SUPPORT FOR FACILITY UPGRADE | $200,000 |
| MISSIONARIES OF THE WORD | |||||||
| 3035 OBRIEN RD | BAILEYS HBR | WI | 542029132 | N/A | 509(A)(1) | SUPPORT FOR CATHOLIC MISSION | $14,957,805 |
| DIOCESE OF RENO | |||||||
| 290 S ARLINGTON AVE | RENO | NV | 895011700 | N/A | 509(A)(1) | SUPPORT FOR CATHOLIC MISSION | $154,435 |
| JOURNEY TO ADULT SUCCESS | |||||||
| PO BOX 11301 | GREEN BAY | WI | 543071301 | N/A | 509(A)(1) | SUPPORT FOR THOSE WHO AGE OUT OF FOS | $100,000 |
| PASSTHROUGH FROM PARTNERSHIPS | |||||||
| 200 MONROE AVE | GRAND RAPIDS | MI | 49503 | N/A | 509(A)(1) | 60% LIMITATION | $26 |
| PASSTHROUGH FROM PARNTERSHIPS | |||||||
| 7701 FORSYTH BLVD | ST LOUIS | MO | 63105 | 509(A)(1) | 60% LIMITATION | $658 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,730,054 | 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 |
|---|---|---|---|---|---|---|---|
| THE GATEWAY COLLECTIVE | |||||||
| PO BOX 158 | GREEN BAY | WI | 54305 | N/A | 509(A)(1) | SUPPORT FOR AFFORDABLE HOUSING | $1,000,000 |
| UT MD ANDERSON CANCER CENTER | |||||||
| PO BOX 4464 | HOUSTON | TX | 772104464 | N/A | 509(A)(1) | SUPPORT FOR MELANOMA & PROSTATE PROG | $9,000,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 65080 | SAN ANTONIO | TX | 782655080 | N/A | ST. AGENCY | SUPPORT FOR NEW BUSINESS SCHOOL | $27,000,000 |
| HOPE HOUSE | |||||||
| PO BOX 457 | LIBERTY HILL | TX | 786420457 | N/A | 509(A)(1) | SUPPORT FOR MENTALLY CHALLEGED | $450,000 |
| SYBLE HOPP SCHOOL | |||||||
| 755 SCHEURING RD | DE PERE | WI | 541151701 | N/A | 509(A)(1) | SUPPORT FOR FACILITY UPGRADE | $200,000 |
| MISSIONARIES OF THE WORD | |||||||
| 3035 OBRIEN ROAD | BAILEYS HARBOR | WI | 542029132 | N/A | 509(A)(1) | SUPPORT FOR NEW FACILITIES, DOOR COU | $15,050,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 65080 | SAN ANTONIO | TX | 782655080 | N/A | ST. AGENCY | SUPPORT FOR ROTC PROGRAM | $3,000,000 |
| NOTRE DAME DE LA BAIE | |||||||
| 610 MARYHILL DRIVE | GREEN BAY | WI | 543032092 | N/A | 509(A)(1) | SUPPORT FOR CATHOLIC EDUCATION | $700,000 |
| ST JOHN'S MINISTRIES | |||||||
| PO BOX 1743 | GREEN BAY | WI | 543051743 | N/A | 509(A)(1) | SUPPORT FOR HOMELESS | $2,400,000 |
| ST GIANNA MOLLA CLINIC INC | |||||||
| 1716 LAWRENCE DR | DE PERE | WI | 541159108 | N/A | 509(A)(1) | SUPPORT FOR FACILITIES FOR THOSE IN | $679,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $59,479,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (4 entries)
| BusinessBusinessCd |
|---|
| 525990 |
| 525990 |
| 525990 |
| 525990 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $32,169 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $428,645 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,189,762 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $969 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,293,485 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $16,917 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,861,341 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| COMPASS K-1 | 525990 | -$57,765 |
| OA FUND VI K-1 | 525990 | -$715,988 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$723,698 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,773,233 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,049,535 | 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 | $19,705,731 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 61,578 SHRS COP | NoncashPropertyDesc |
| Fair Market Value | $7,551,926 | FairMarketValueAmt |
| Received | 2024-03-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX SERVICES | CategoryTxt |
| Amt | $34,617 | Amt |
| Net Investment Income | $557 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,060 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt |
|---|---|---|---|
| PASSTHROUGH FROM PARTNERSHIPS | PURCHASE | $296 | $296 |
| PASSTHROUGH FROM PARTNERSHIPS | PURCHASE | $16,621 | $16,621 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY (BRK.A) | $23,151,280 | $23,151,280 |
| EQUINOR (EQNR) | $17,880,643 | $17,880,643 |
| CONOCOPHILLIPS (COP) | $3,399,349 | $3,399,349 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TTL STK, MKT IDX FUND (VITSX) | FMV | $191,967,192 | $191,967,192 |
| OTTAWA AVE. FUND 2019 (OFFSHORE), LP | FMV | $30,380,104 | $30,380,104 |
| MSD PRIV. CREDIT OPPORT. FUND 2, LP | FMV | ||
| MSD PRIV. CR. OP. FND (CAYMAN) 2, LP | FMV | $56,165,297 | $56,165,297 |
| OTTAWA AVE. FUND VI, LP | FMV | $132,145,662 | $132,145,662 |
| MSD R/E CREDIT OP. FUND II, LP | FMV | $24,819,731 | $24,819,731 |
| COMPASS GROUP FUND II QP LP | FMV | $3,728,917 | $3,728,917 |
| HG SATURN 3 A LP | FMV | $24,804,816 | $24,804,816 |
| BDT CAPITAL PARTNERS FD 4 (INT), LP | FMV | $21,112,571 | $21,112,571 |
| OA PROJECT HOWDEN SIDECAR, LP | FMV | $6,653,585 | $6,653,585 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| ADR FEES | $15,095 | $15,095 | |
| P'SHIP K-1 EXPENSES | $4,494,507 | $4,090,984 | |
| EBIE FROM K-1S | $84,989 | ||
| POSTAGE & DELIVERY | $310 | $310 | |
| BANK FEES | $188 | $188 | |
| GOVT. FEES | $17 | $17 | |
| TRAVEL | $1,060 | $1,060 | |
| NON-DEDUCTIBLE EXP. FROM K-1S | $18,079 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SETTLEMENT PROCEEDS | $5,101 | $5,101 |
| PASSTHROUGH FROM PARTNERSHIPS | $6,288,384 | $6,288,384 |
| HG SATURN K-1 | $969 | |
| COMPASS K-1 | -$57,765 | |
| OA FUND VI K-1 | -$715,988 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $40,414,056 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT & SERVICES | $21,753 | $21,753 | |
| OTHER PROFESSIONAL SERVICES | $21,597 | $17,476 | $4,121 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAXES | $333,810 | |
| FOREIGN TAXES PAID | $566,082 | $566,082 |
| FOREIGN TAXES FROM K-1S | $9,249 | $9,249 |
| STATE TAXES FROM K-1S | $252 | $252 |