Nonprofit · EIN 74-6076961
M G & LILLIE A JOHNSON FOUNDATION INC
Tax-exempt · VICTORIA, TX 77902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $15,753,568 | $13,691,536 | $2,062,032 | $124,318,925 | $19,800 | $124,299,125 |
| November 30, 2024 | 990-PF | $14,069,447 | $11,449,347 | $2,620,100 | $122,240,509 | $3,416 | $122,237,093 |
| November 30, 2023 | 990-PF | $13,869,908 | $11,457,793 | $2,412,115 | $119,616,993 | $0 | $119,616,993 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $4,790,309
- Net rental income
- $111,482
- Net gain from sales of assets
- $5,105,703
- Other income
- $5,746,074
Expenses
- Grants and similar amounts paid
- $12,017,500
- Compensation of officers, directors and key employees
- $290,000
- Salaries, compensation and benefits (total)
- $42,500
- Disbursements for charitable purposes
- $12,112,273
- Excise tax on investment income
- $199,800
Balance sheet and other
- Total assets, start of year
- $122,240,509
- Total assets, end of year
- $124,318,925
- Total liabilities, end of year
- $19,800
- Net assets, end of year
- $124,299,125
- Fair market value of assets
- $238,532,032
- Qualifying distributions
- $12,112,273
- Net investment income
- $15,753,568
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L HALEPESKA PO BOX 2269, 101 W GOODWIN AVENUE SUITE 905, VICTORIA, TX 77902 | EXECUTIVE V. | 0 | $290,000 |
| MH BROCK PO BOX 1208, GANADO, TX 779621208 | TRUSTEE | 0 | $0 |
| DENNIS SIMONS PO BOX 309, EDNA, TX 77957 | SECRETARY/TR | 0 | $0 |
| ROSEMARY RUST 616 BOB-O-LINK LANE, WHARTON, TX 77488 | TRUSTEE | 0 | $0 |
| RUSSELL MARSHALL 6017 COUNTRY CLUB DRIVE, VICTORIA, TX 77904 | CHAIRMAN | 0 | $0 |
| JAMES BOULIGNY 1306 AVENUE K, EL CAMPO, TX 77437 | VICE-CHAIRMA | 0 | $0 |
| TERRELL MULLINS 1423 ANDOVER COURT, COLLEGE STATION, TX 77845 | TRUSTEE | 0 | $0 |
| LUIS GUERRA 506 MASTERS DRIVE, VICTORIA, TX 77904 | TRUSTEE | 0 | $0 |
990-PF for the year ended November 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L HALEPESKA PO BOX 2269, 101 W GOODWIN AVENUE SUITE 905, VICTORIA, TX 77902 | EXECUTIVE V. | 0 | $272,271 |
| MH BROCK PO BOX 1208, GANADO, TX 779621208 | TRUSTEE | 0 | $0 |
| DENNIS SIMONS PO BOX 309, EDNA, TX 77957 | SECRETARY/TR | 0 | $0 |
| ROSEMARY RUST 616 BOB-O-LINK LANE, WHARTON, TX 77488 | TRUSTEE | 0 | $0 |
| RUSSELL MARSHALL 6017 COUNTRY CLUB DRIVE, VICTORIA, TX 77904 | CHAIRMAN | 0 | $0 |
| JAMES BOULIGNY 1306 AVENUE K, EL CAMPO, TX 77437 | VICE-CHAIRMA | 0 | $0 |
| TERRELL MULLINS 1423 ANDOVER COURT, COLLEGE STATION, TX 77845 | TRUSTEE | 0 | $0 |
| LUIS GUERRA 506 MASTERS DRIVE, VICTORIA, TX 77904 | TRUSTEE | 0 | $0 |
990-PF for the year ended November 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT L HALEPESKA ONE OCONNOR PLAZA SUITE 905, VICTORIA, TX 77901 | EXECUTIVE V. | 0 | $289,063 |
| MH BROCK PO BOX 1208, GANADO, TX 779621208 | TRUSTEE | 0 | $0 |
| DENNIS SIMONS PO BOX 309, EDNA, TX 77957 | SECRETARY/TR | 0 | $0 |
| ROSEMARY RUST 616 BOB-O-LINK LANE, WHARTON, TX 77488 | TRUSTEE | 0 | $0 |
| RUSSELL MARSHALL 6017 COUNTRY CLUB DRIVE, VICTORIA, TX 77904 | CHAIRMAN | 0 | $0 |
| JAMES BOULIGNY 1306 AVENUE K, EL CAMPO, TX 77437 | VICE-CHAIRMA | 0 | $0 |
| TERRELL MULLINS 1423 ANDOVER COURT, COLLEGE STATION, TX 77845 | TRUSTEE | 0 | $0 |
| LUIS GUERRA 506 MASTERS DRIVE, VICTORIA, TX 77904 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2269, VICTORIA, TX 77902-2269
- Signed the 990-PF
- ROBERT L HALEPESKA, EXECUTIVE V.P.
- Phone
- (361) 575-7970
- Website
- MGLAJOHNSONFOUNDATION.COM
- Return prepared by
- ROLOFF HNATEK & CO LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 74-6076961
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1966
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $124,318,925
- Income (IRS master file)
- $129,087,419
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $15,753,568 | $13,691,536 | $124,318,925 | XML |
| 990-PF | November 2024 | $14,069,447 | $11,449,347 | $122,240,509 | XML |
| 990-PF | November 2023 | $13,869,908 | $11,457,793 | $119,616,993 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-6076961).
Questions about M G & LILLIE A JOHNSON FOUNDATION INC
- What is the EIN of M G & LILLIE A JOHNSON FOUNDATION INC?
- The employer identification number (EIN) of M G & LILLIE A JOHNSON FOUNDATION INC is 74-6076961.
- Is M G & LILLIE A JOHNSON FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to M G & LILLIE A JOHNSON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does M G & LILLIE A JOHNSON FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of M G & LILLIE A JOHNSON FOUNDATION INC due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did M G & LILLIE A JOHNSON FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of M G & LILLIE A JOHNSON FOUNDATION INC?
- The 990-PF for the year ended November 30, 2025 lists 8 people; 1 received compensation from the organization, the highest $290,000 (ROBERT L HALEPESKA, EXECUTIVE V.).
- How much revenue does M G & LILLIE A JOHNSON FOUNDATION INC have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $15,753,568, expenses of $13,691,536 and total assets of $124,318,925 at year end.
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