MULVA FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MULVA FAMILY FOUNDATION (EIN 20-3221183)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2026-03-06
- IRS object ID
- 202600659349101010
- Schema version
- 2023v6.0
- 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 | 2026-03-06T14:21:01-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2023 | 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 | $467,771,060 | 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 | $20,737,845 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $539,619 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $539,619 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,993,062 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,993,062 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,307,629 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,928,399 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,337,320 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,595,343 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,290,653 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $50,173,498 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,160,654 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $165 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $165 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,794 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,504 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $28,290 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,198 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,650 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,548 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,088,561 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $860,210 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,891,210 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,714,680 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $327 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,058,928 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,622,044 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,330 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,829,211 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,829,211 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,888,139 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,622,044 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,861,541 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,285,359 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,538,610 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $220,264 | CashBOYAmt |
| Cash EOY | $5,588 | CashEOYAmt |
| Cash EOYFMV | $5,588 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,160,470 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,620,846 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,620,846 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $194,834 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $258,810 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $258,810 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $57,585,597 | CorporateStockBOYAmt |
| Corporate Stock EOY | $42,330,364 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $42,330,364 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $341,551,005 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $414,555,452 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $414,555,452 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $400,712,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $467,771,060 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $467,771,060 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $400,712,170 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $467,771,060 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $400,712,170 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $467,771,060 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $400,712,170 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $467,771,060 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $400,712,170 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,285,359 | ExcessRevenueOverExpensesAmt |
| Other Increases | $40,773,531 | OtherIncreasesAmt |
| Subtotal | $467,771,060 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $467,771,060 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VNGRD VAL IDX (VVIAX) | D | 2023-12-21 | 2023-12-25 | $5,095,962 | $4,018,155 | $1,077,807 | $1,077,807 |
| PUBLICLY TRADED SECURITIES | P | $39,557,682 | $27,572,924 | $11,984,758 | $11,984,758 | ||
| FROM K-1S | P | $274,755 | $274,755 | $274,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,337,320 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $382,787 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $382,787 | SubtotalAmt |
| Tax Based On Investment Income | $382,787 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $333,810 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $333,810 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $48,977 | 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 | ||||||||
| 4423 BOBBITT DRIVE | DALLAS | TX | 75229 | 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 | $50,822 | 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 | $258,214,044 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,829,722 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $162,910,978 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $428,954,744 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $428,954,744 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,434,321 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $422,520,423 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,126,021 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,126,021 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $382,787 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $382,787 | TotalTaxAmt |
| Distributable Before Adj | $20,743,234 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,743,234 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,743,234 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,861,541 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $18,861,541 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,743,234 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $2,423,324 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $2,423,324 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,861,541 | QualifyingDistributionsAmt |
| Applied To Current Year | $18,861,541 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $1,881,693 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,881,693 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $541,631 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $541,631 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $541,631 | ExcessFromYear4Amt |
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 (36 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 | $7,727 |
| ST FRANCIS XAVIER CATHOLIC CHURCH | |||||||
| 220 S MICHIGAN ST | DE PERE | WI | 541152730 | N/A | 509(A)(1) | SUPPORT FOR CATHOLIC MISSION-DE PERE | $19,601 |
| GOLDEN HOUSE | |||||||
| 1120 UNIVERSITY AVE | GREEN BAY | WI | 543021416 | N/A | 509(A)(1) | SUPPORT FOR BUILDINIG NEW FACILITY | $300,000 |
| CATHOLIC FNDN FOR THE DIOCESE GREEN | |||||||
| 1825 RIVERSIDE DRIVE | GREEN BAY | WI | 54301 | N/A | 509(A)(1) | SUPPORT FOR ONE BY ONE CAMPAIGN | $725,000 |
| LOVE LIFE MINISTRY EAST | |||||||
| 831 SCHOEN STREET | GREEN BAY | WI | 54302 | N/A | 509(A)(1) | SUPPORT FOR FAMILIES IN NEED | $10,000 |
| ST AUSTIN CATHOLIC PARISH | |||||||
| 2026 GUADALUPE STREET | AUSTIN | TX | 787055609 | N/A | 509(A)(1) | SUPPORT FOR NEW SCHOOL AND RECTORY | $1,000,000 |
| DE PERE CULTURAL FOUNDATION | |||||||
| 221 S BROADWAY | DE PERE | WI | 54115 | N/A | 509(A)(1) | SUPPORT FOR CULTURAL ACTIVITIES | $3,000,000 |
| CASA ALBA MELANIE | |||||||
| 314 S MADISON ST | GREEN BAY | WI | 543014506 | N/A | 509(A)(1) | SUPPORT FOR HISPANIC RESOURCE CENTER | $150,000 |
| EAA AVIATION FOUNDATION | |||||||
| PO BOX 3816 | OSHKOSH | WI | 549033816 | N/A | 509(A)(1) | SUPPORT FOR GENERAL AVIATION | $75,000 |
| PAUL'S PANTRY INC | |||||||
| 1513 LEO FRIGO WAY | GREEN BAY | WI | 543021163 | N/A | 509(A)(1) | SUPPORT FOR THOSE IN NEED | $125,000 |
| CROSS CATHOLIC OUTREACH | |||||||
| PO BOX 97168 | WASHINGTON | DC | 200907168 | N/A | 509(A)(1) | SUPPORT FOR HOUSING FOR THE POOR | $10,000 |
| AUSTIN SPEECH LABS | |||||||
| 7800 SHOAL CREEK BLVD | AUSTIN | TX | 787571045 | N/A | 509(A)(1) | SUPPORT FOR STROKE SURVIVORS | $50,000 |
| SISTERS OF ST FRANCIS OF THE HOLY | |||||||
| 3110 NICOLET DR | GREEN BAY | WI | 543117212 | N/A | 509(A)(1) | SUPPORT FOR CATHOLIC MISSION | $20,000 |
| RELEVANT RADIO | |||||||
| 680 BARCLAY BLVD | LINCOLNSHIRE | IL | 600694328 | N/A | 509(A)(1) | SUPPORT FOR EXPANDING CHRISTIAN RADI | $100,000 |
| THE JOURNEY HOME | |||||||
| 900 NE WASHINGTON BLVD | BARTLESVILLE | OK | 740061219 | N/A | 509(A)(1) | SUPPORT FOR END OF LIFE CARE | $75,000 |
| UNIVERSITY CATHOLIC CENTER | |||||||
| 2010 UNIVERSITY AVE | AUSTIN | TX | 787055622 | N/A | 509(A)(1) | SUPPORT FOR CATHOLIC MISSION | $25,000 |
| 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 RENO. OF BUSINESS SCHOOL | $3,000,000 |
| CP | |||||||
| 2801 S WEBSTER AVE | GREEN BAY | WI | 543012878 | N/A | 509(A)(1) | SUPPORT FOR LIFE SKILLS SERVICES | $15,000 |
| HOPE HOUSE | |||||||
| PO BOX 457 | LIBERTY HILL | TX | 786420457 | N/A | 509(A)(1) | SUPPORT FOR THE MENTALLY CHALLENGED | $100,000 |
| FOSTER THE VILLAGE | |||||||
| 1440 DIVISION STREET | GREEN BAY | WI | 543033122 | N/A | 509(A)(1) | SUPPORT FOR FOSTER CHILDREN | $10,000 |
| 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 FACILLITY UPGRADE | $200,000 |
| MISSIONARIES OF THE WORD | |||||||
| 3035 OBRIEN RD | BAILEYS HBR | WI | 542029132 | N/A | 509(A)(1) | SUPPORT FOR CATHOLIC MISSION | $331,350 |
| MANNA FOR LIFE MINISTRIES | |||||||
| 1545 UNIVERSITY AVE | GREEN BAY | WI | 543021828 | N/A | 509(A)(1) | SUPPORT FOR THOSE IN NEED | $75,000 |
| SPIRITUS MINISTRIES | |||||||
| 522 2ND ST | MENASHA | WI | 549523112 | N/A | 509(A)(1) | SUPPORT FOR CATHOLIC MISSION | $75,000 |
| THE UNIVERSITY OF OKLAHOMA FOUNDATI | |||||||
| PO BOX 258856 | OKLAHOMA CITY | OK | 731258856 | N/A | 509(A)(1) | SUPPORT FOR RENO. OF ARMORY & ROTC | $5,000,000 |
| CATHOLIC CHARITIES OF E OKLAHOMA | |||||||
| PO BOX 580460 | TULSA | OK | 741580460 | N/A | 509(A)(1) | SUPPORT FOR THOSE IN NEED | $25,000 |
| CATHOLIC CHARITIES OF CENTRAL TEXAS | |||||||
| 1625 RUTHERFORD LN | AUSTIN | TX | 787545173 | N/A | 509(A)(1) | SUPPORT FOR THOSE IN NEED | $250,000 |
| NEW COMMUNITY SHELTER | |||||||
| 301 MATHER ST | GREEN BAY | WI | 543033447 | N/A | 509(A)(1) | SUPPORT FOR HOMELESS | $100,000 |
| DIOCESE OF RENO | |||||||
| 290 S ARLINGTON AVE | RENO | NV | 895011700 | N/A | 509(A)(1) | SUPPORT FOR CATHOLIC MISSION | $155,340 |
| 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 |
| FROM K-1 | |||||||
| 7701 FORSYTH BLVD | ST LOUIS | MO | 63105 | N/A | 509(A)(1) | 60% LIMITATION | $146 |
| FROM K-1 | |||||||
| 200 MONROE AVE NW | GRAND RAPIDS | MI | 49503 | N/A | 509(A)(1) | 60% LIMITATION | $47 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,829,211 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GOLDEN HOUSE | |||||||
| 1120 UNIVERSITY AVE | GREEN BAY | WI | 543021417 | N/A | 509(A)(1) | SUPPORT FOR SHELTER SERVICES (DOMEST | $400,000 |
| UT MD ANDERSON CANCER CENTER | |||||||
| PO BOX 4464 | HOUSTON | TX | 772104465 | N/A | 509(A)(1) | SUPPORT FOR MELANOMA & PROSTATE PROG | $11,000,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 65080 | SAN ANTONIO | TX | 782655081 | N/A | ST. AGENCY | SUPPORT FOR RENOVATION OF BUSINESS S | $30,000,000 |
| HOPE HOUSE | |||||||
| PO BOX 457 | LIBERTY HILL | TX | 786420458 | N/A | 509(A)(1) | SUPPORT FOR MENTALLY CHALLEGED ADULT | $500,000 |
| SYBLE HOPP SCHOOL | |||||||
| 755 SCHEURING RD | DE PERE | WI | 541151702 | N/A | 509(A)(1) | SUPPORT FOR FACILITY UPGRADE | $400,000 |
| MISSIONARIES OF THE WORD | |||||||
| 3035 OBRIEN ROAD | BAILEYS HARBOR | WI | 54202 | N/A | 509(A)(1) | SUPPORT FOR NEW FACILITIES, DOOR COU | $24,950,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 65080 | SAN ANTONIO | TX | 782655080 | N/A | ST. AGENCY | SUPPORT FOR ROTC PROGRAM | $3,500,000 |
| JOURNEY TO ADULT SUCCESS | |||||||
| PO BOX 11301 | GREEN BAY | WI | 543071302 | N/A | 509(A)(1) | SUPPORT FOR THOSE WHO AGE OUT OF FOS | $100,000 |
| ST GIANNA MOLLA CLINIC INC | |||||||
| 1716 LAWRENCE DR | DE PERE | WI | 541159108 | N/A | 509(A)(1) | SUPPORT FOR FACILITIES FOR THOSE IN | $960,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $71,810,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $539,619 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,993,062 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,111 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,290,653 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,337,320 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH FROM PARTNERSHI | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$698,421 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$695,310 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $31,160,654 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,465,344 | 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 | $20,737,845 | 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 | 87,484.324 SHRS VVIAX | NoncashPropertyDesc |
| Fair Market Value | $5,047,845 | FairMarketValueAmt |
| Received | 2023-12-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX SERVICES | CategoryTxt |
| Amt | $31,794 | Amt |
| Net Investment Income | $3,504 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,290 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY (BRK.A) | $18,449,251 | $18,449,251 |
| EQUINOR (EQNR) | $23,881,113 | $23,881,113 |
| TOTAL (TOT) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VALUE INDEX FUND (VIVIX) | FMV | ||
| TTL STK, MKT IDX FUND (VITSX) | FMV | $213,515,185 | $213,515,185 |
| OTTAWA AVE. FUND 2019 (OFFSHORE), LP | FMV | $31,875,069 | $31,875,069 |
| MSD PRIV. CREDIT OPPORT. FUND 2, LP | FMV | $26,527,678 | $26,527,678 |
| OTTAWA AVE. FUND VI, LP | FMV | $89,403,261 | $89,403,261 |
| MSD R/E CREDIT OP. FUND II, LP | FMV | $12,893,621 | $12,893,621 |
| COMPASS GROUP FUND II QP LP | FMV | $3,918,241 | $3,918,241 |
| HG SATURN 3 A LP | FMV | $13,000,800 | $13,000,800 |
| BDT CAPITAL PARTNERS FD 4 (INT), LP | FMV | $17,996,243 | $17,996,243 |
| OA PROJECT HOWDEN SIDECAR, LP | FMV | $5,425,354 | $5,425,354 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $165 | LegalFeesAmt |
| Disbursements Charitable Prps | $165 | DisbursementsCharitablePrpsAmt |
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 | $24,516 | $24,516 | |
| P'SHIP K-1 EXPENSES | $3,865,922 | $2,689,719 | |
| POSTAGE & DELIVERY | $338 | $11 | $327 |
| BANK FEES | $204 | $204 | |
| GOVT. FEES | $230 | $230 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SETTLEMENT PROCEEDS | $18,662 | $18,662 |
| PASSTHROUGH FROM PARTNERSHIP | $10,271,991 | $10,271,991 |
| INTEREST FROM PARTNERSHIPS | $1,342 | |
| INTEREST FROM PARTNERSHIPS | $1,769 | |
| PASSTHROUGH FROM PARTNERSHIP | -$698,421 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $40,773,531 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT & SERVICES | $28,336 | $28,336 | |
| OTHER PROFESSIONAL SERVICES | $18,862 | $15,314 | $3,548 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAXES | $228,351 | |
| FOREIGN TAXES PAID | $860,210 | $860,210 |