M G & Lillie A Johnson Foundation Inc

Victoria, TX
Tax-exempt since Oct. 1966
EIN: 74-6076961

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$14.1M (2024)

Expenses

$11.4M (2024)

Total Assets

$122M (2024)

Total Liabilities

$3.42k (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2024

Revenue

$14,069,447

Expenses

$11,449,347

Net Income

$2,620,100

Net Assets

$122,237,093

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,325,705	30.7%
Sales of Assets	$2,545,132	18.1%
Other Income	$7,126,402	50.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,108,101	88.3%
Compensation of Officers*	$272,271	2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$122,240,509
Total Liabilities	$3,416
Net Assets	$122,237,093

Compensation

Key Employees and Officers	Compensation	Other
Robert L Halepeska (Executive V.)	$272,271	$0
Mh Brock (Trustee)	$0	$0
Dennis Simons (Secretary/Tr)	$0	$0
Rosemary Rust (Trustee)	$0	$0
Russell Marshall (Chairman)	$0	$0
James Bouligny (Vice Chairma)	$0	$0
Terrell Mullins (Trustee)	$0	$0
Luis Guerra (Trustee)	$0	$0

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990-PF

Filed on March 24, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2023

Revenue

$13,869,908

Expenses

$11,457,793

Net Income

$2,412,115

Net Assets

$119,616,993

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,074,082	29.4%
Sales of Assets	$792,791	5.7%
Other Income	$8,931,318	64.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,901,364	86.4%
Compensation of Officers*	$289,063	2.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$119,616,993
Total Liabilities	$0
Net Assets	$119,616,993

Compensation

Key Employees and Officers	Compensation	Other
Robert L Halepeska (Executive V.)	$289,063	$0
Mh Brock (Trustee)	$0	$0
Dennis Simons (Secretary/Tr)	$0	$0
Rosemary Rust (Trustee)	$0	$0
Russell Marshall (Chairman)	$0	$0
James Bouligny (Vice Chairma)	$0	$0
Terrell Mullins (Trustee)	$0	$0
Luis Guerra (Trustee)	$0	$0

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990-PF

Filed on March 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2022

Revenue

$15,582,082

Expenses

$11,320,789

Net Income

$4,261,293

Net Assets

$117,204,878

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,664,225	23.5%
Sales of Assets	$773,360	5.0%
Other Income	$11,072,597	71.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,676,184	85.5%
Compensation of Officers*	$287,000	2.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$117,204,878
Total Liabilities	$0
Net Assets	$117,204,878

Compensation

Key Employees and Officers	Compensation	Other
Robert L Halepaska (Executive V.)	$278,500	$0
Mh Brock (Trustee)	$1,500	$0
Dennis Simons (Trustee)	$1,500	$0
Terrell Mullins (Trustee)	$1,500	$0
Rosemary Rust (Trustee)	$1,000	$0
Russell Marshall (Secretary/Tr)	$1,000	$0
James Bouligny (Vice Chair)	$1,000	$0
Jack R Morrison Jr (Chairman)	$1,000	$0

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990-PF

Filed on March 28, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$15,030,186

Expenses

$9,605,375

Net Income

$5,424,811

Net Assets

$112,943,585

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,307,097	22.0%
Sales of Assets	$3,656,576	24.3%
Other Income	$7,998,742	53.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,201,223	85.4%
Compensation of Officers*	$263,580	2.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$112,943,585
Total Liabilities	$0
Net Assets	$112,943,585

Compensation

Key Employees and Officers	Compensation	Other
Robert L Halepeska (Exec Vice Pres)	$253,580	$0
M H Brock (Trustee)	$1,500	$0
Dennis Simons (Trustee)	$1,500	$0
Rosemary Rust (Trustee)	$1,500	$0
Jack R Morrison Jr (Chairman)	$1,500	$0
James A Bouligny (Vice Chair)	$1,500	$0
Terrell Mullins (Trustee)	$1,500	$0
Russell Marshall (Sec/Treas)	$1,000	$0

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990-PF

Filed on April 1, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2020

Revenue

$9,400,101

Expenses

$9,262,228

Net Income

$137,873

Net Assets

$107,518,774

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,292,806	35.0%
Sales of Assets	$255,150	2.7%
Other Income	$5,778,503	61.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,043,170	86.8%
Compensation of Officers*	$279,946	3.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$107,518,774
Total Liabilities	$0
Net Assets	$107,518,774

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2019

Revenue

$15,213,925

Expenses

$9,162,133

Net Income

$6,051,792

Net Assets

$107,380,901

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,433,837	22.6%
Sales of Assets	$1,568,743	10.3%
Other Income	$10,139,445	66.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,784,885	85.0%
Compensation of Officers*	$260,947	2.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$107,380,901
Total Liabilities	$0
Net Assets	$107,380,901

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2015

Revenue

$18,708,460

Expenses

$6,861,921

Net Income

$11,846,539

Net Assets

$85,076,753

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,272,182	12.1%
Sales of Assets	$715,262	3.8%
Other Income	$15,663,245	83.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,018,485	73.1%
Compensation of Officers*	$205,980	3.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$85,076,753
Total Liabilities	$0
Net Assets	$85,076,753

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2014

Revenue

$14,610,594

Expenses

$5,669,438

Net Income

$8,941,156

Net Assets

$73,230,214

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,955,482	13.4%
Sales of Assets	$2,953,693	20.2%
Other Income	$9,633,648	65.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,403,756	77.7%
Compensation of Officers*	$194,447	3.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$73,235,333
Total Liabilities	$5,119
Net Assets	$73,230,214

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2013

Revenue

$11,719,279

Expenses

$4,827,737

Net Income

$6,891,542

Net Assets

$64,289,058

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,871,301	16.0%
Sales of Assets	$1,494,462	12.8%
Other Income	$8,245,215	70.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,817,775	79.1%
Compensation of Officers*	$185,993	3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$64,289,058
Total Liabilities	$0
Net Assets	$64,289,058

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2012

Revenue

$7,772,547

Expenses

$4,529,713

Net Income

$3,242,834

Net Assets

$57,397,516

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,770,732	22.8%
Sales of Assets	$235,250	3.0%
Other Income	$5,697,924	73.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,700,626	81.7%
Compensation of Officers*	$183,686	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$57,398,825
Total Liabilities	$1,309
Net Assets	$57,397,516

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Revenue

$7,240,787

Expenses

$4,052,883

Net Income

$3,187,904

Net Assets

$54,154,682

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,728,735	23.9%
Sales of Assets	$1,181,298	16.3%
Other Income	$4,268,254	58.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,286,462	81.1%
Compensation of Officers*	$217,976	5.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$54,156,969
Total Liabilities	$2,287
Net Assets	$54,154,682

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
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Updated January 26, 2026

M G & Lillie A Johnson Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $14.1M (2024)

Expenses $11.4M (2024)

Total Assets $122M (2024)

Total Liabilities $3.42k (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$14.1M (2024)

Expenses

$11.4M (2024)

Total Assets

$122M (2024)

Total Liabilities

$3.42k (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001