MG and Lillie a Johnson logo

MG and Lillie a Johnson

Private foundation · Grantmaker Victoria, TX EIN: 74-6076961 Website

The M.G. and Lillie A. Johnson Foundation, Inc. is a private foundation based in Victoria, Texas. Established in 1958, it supports charitable activities, with a primary focus on health and education, in a defined area of the Texas Gulf Coast.

MG and Lillie a Johnson at a glance

In short: MG and Lillie a Johnson gave $12.0M across 1 grant in 2025 (avg $12.0M), mostly in Texas. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$12,017,500
+19.8% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$12,017,500
+19.8% vs 2024
Median grant
$12,017,500
Total assets
$124,318,925
+1.7% vs 2024
Primary geography
Texas (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

How to apply to MG and Lillie a Johnson

How to Apply

Submit a written request with the required proposal materials for trustee review.

Review Cycle
Submit the request and related documentation by the last day of the month preceding the March, July, or October meeting.
Deadline
Submit the request and related documentation by the last day of the month preceding the March, July, or October meeting.
Contact

Application contact: Mg And Lillie A Johnson Found
Mailing address: Robert L Halepeska, PO Box 2269, Victoria, TX 77902
Phone: (361) 575-7970
Website: https://mglajohnsonfoundation.com

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who MG and Lillie a Johnson funds

How this funder distributes its grants

Grant Size Distribution

47 grants across all recorded years

14<$50K17$50–100K2$100–250K5$250–500K2$500K–1M3$1–5M4$5M+

The most common grant size was in the $50–100K range: 17 grants of 47 (36%).

Geographic Focus

Where this funder awards grants

The Foundation considers organizations serving people in Texas and located in these Texas Gulf Coast counties: Aransas, Bee, Calhoun, Colorado, DeWitt, Goliad, Gonzales, Jackson, Karnes, Lavaca, Matagorda, Refugio, Victoria, Waller, and Wharton.

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

VictoriaHallettsvilleEl CampoBeevilleWhartonBay CityGoliadPort LavacaColumbusCueroEdnaInezInglesidePalaciosRockportSintonVictorisWeesatcheWoodboro

How MG and Lillie a Johnson gives

  • Giving grew 25% from 2022 to 2025. Method
  • In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$5M$10M$15M43 grants2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $8.1M (2021) to $12.0M (2025). In 2025 it made 1 grant totaling $12.0M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
See Attached Statement See Attach STMT, TXSee Attached Statement$12,017,500
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Financial History

Multi-year comparison from IRS filings

Reported grant totals and counts:

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$124,318,925$15,753,568$13,691,536$12,017,5001$12,112,273$14,374,105$12,429,656
2024$122,240,509$14,069,447$11,449,347$10,029,9411$10,108,101$12,907,617$11,692,921
2023$119,616,993$13,869,908$11,457,793$9,813,8001$9,901,364$12,487,558$10,406,423
2022$117,204,878$15,582,082$11,320,789$9,607,2001$9,676,184$14,133,939$9,888,545
2021$112,943,585$15,030,186$9,605,375$8,146,81143—$13,818,106$9,576,579

Under IRS private-foundation payout rules, MG and Lillie a Johnson reported a distributable amount of $12.4M for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The Foundation states that its primary focus is health and education. It considers charitable activities including health, education, human services, and civic programs. Eligible applicants must be tax-exempt under Section 501(c)(3) or 170(c) of the Internal Revenue Code; grants are not made to private foundations.

The Foundation says its grants generally serve organizations in the listed Texas Gulf Coast counties. Its website also says all educational grants have gone to institutions of higher education, and that endowed scholarships are administered by the college or university.

Grantmaking

The 2025 filing reports one grant totaling $12,017,500. The listed recipient is “SEE ATTACHED STATEMENT,” and the purpose is also described as “SEE ATTACHED STATEMENT,” so the recipient and use are not identified in the available filing details. The Foundation’s website lists several 2015 awards, including $290,000 to Victoria College for nursing-program training equipment, $200,000 to Jackson County Hospital District for an endoscopy system, and $100,000 to Brookwood to renovate a building.

Grant requests are reviewed at trustee meetings in March, July, and October. Applicants should submit one copy of a detailed written proposal; elaborate proposals are not necessary, and in-person presentations are not permitted. The application instructions call for biographical information about the prospective grantee, evidence that it is a qualified organization, the amount requested, the intended use, and the anticipated time needed to spend the funds.

The Foundation says it rarely makes grants for operational purposes. It does not fund endowments or development campaigns, research fellowships, conferences, publications, or individuals. Its website says the trustees prefer not to fund organizations financially supported by public donations, United Way campaigns, government grants or subsidies, or nationally sponsored fundraisers.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Robert L. Halepeska as Executive Vice President; Russell Marshall as Chairman; James Boulinguy as Vice-Chairman; Dennis Simons as Secretary/Treasurer; and MH Brock, Rosemary Rust, Terrell Mullins, and Luis Guerra as trustees.

MG and Lillie a Johnson is led by Russell Marshall, Chairman since 2023 (on filings since 2021); 1 of 8 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Russell Marshall

    Chairman

    Secretary & Treasurer → Secretary, 2022

    Secretary → Chairman, 2023

    On filings since 2021

    $1K (2021) → $0 (2025)

  • Rosemary Rust

    Trustee

    On filings since 2021

    $2K (2021) → $0 (2025)

  • Terrell Mullins

    Trustee

    On filings since 2021

    $2K (2021) → $0 (2025)

  • Mh Brock

    Trustee

    On filings since 2022

    $2K (2022) → $0 (2025)

  • Luis Guerra

    Trustee

    On filings since 2023

    No compensation reported

  • Dennis Simons

    Secretary

    Trustee → Secretary, 2023

    On filings since 2021

    $2K (2021) → $0 (2025)

  • James A. Bouligny

    Vice Chairman

    Vice Chair → Vice Chairman, 2023

    On filings since 2021

    $2K (2021) → $0 (2025)

  • Robert L. Halepeska

    Executive V.

    Executive Vice President → Executive V., 2022

    On filings since 2021

    $254K (2021) → $290K (2025)

Former officers (2)
  • Former: Jack R. Morrison Jr. (2021–2022) — Chairman
  • Former: M. H. Brock (2021) — Trustee

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Robert L Halepeska — Executive V.: $290KRobert L HalepeskaExecutive V.$290K

The highest reported compensation on the 2025 filing was $290K, to Robert L Halepeska (Executive V.).

Frequently asked questions about MG and Lillie a Johnson

How much does MG and Lillie a Johnson give each year?

MG and Lillie a Johnson gave $12.0M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10.0M across 1 grant.

How large is MG and Lillie a Johnson?

MG and Lillie a Johnson reported $124.3M in total assets on its 2025 IRS Form 990-PF. It paid out $12.1M in qualifying distributions that year, against a required minimum of $12.4M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does MG and Lillie a Johnson fund?

The Foundation states that its primary focus is health and education. It considers charitable activities including health, education, human services, and civic programs. See mission & focus areas ↑

How do I apply for a grant from MG and Lillie a Johnson?

Submit a written request with the required proposal materials for trustee review. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

Where does MG and Lillie a Johnson make grants?

The Foundation considers organizations serving people in Texas and located in these Texas Gulf Coast counties: Aransas, Bee, Calhoun, Colorado, DeWitt, Goliad, Gonzales, Jackson, Karnes, Lavaca, Matagorda, Refugio, Victoria, Waller, and Wharton.

What is MG and Lillie a Johnson's EIN?

MG and Lillie a Johnson's EIN (Employer Identification Number) is 74-6076961. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 1, 2022)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 28, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 12, 2024)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 24, 2025)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 3, 2026)
  6. IRS filings on file for fiscal years 2021–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from MG and Lillie a Johnson's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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