The H. E. BUTT Foundation's EIN is 74-1239819.
Download the official 2024 Form 5500 (PDF) for The H. E. BUTT Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The H. E. BUTT Foundation's plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS MODERATE ALLOCATION R4 Mutual Funds | Mutual Funds | — | — | $4.6M | 49.7% | |
| VANGUARD 500 INDEX FUND- ADMIRAL SHARES Mutual Funds | Common Collective Trusts | — | — | $2.5M | 27.7% | |
| FROST TOTAL RETURN BOND INV Mutual Funds | Other securities | — | — | $376K | 4.1% | |
| MFS GROWTH ALLOCATION R4 Mutual Funds | Mutual Funds | — | — | $329K | 3.6% | |
| DFA LARGE CAP INTERNATIONAL I Mutual Funds | Mutual Funds | — | — | $312K | 3.4% | |
| VANGUARD MID CAP INDEX ADMIRAL SHARES Mutual Funds | Mutual Funds | — | — | $291K | 3.2% | |
| VANGUARD FEDERAL MONEY MARKET FUND Mutual Funds | Mutual Funds | — | — | $200K | 2.2% | |
| VANGUARD SMALL CAP INDEX- ADMIRAL SHARES Mutual Funds | Mutual Funds | — | — | $179K | 1.9% | |
| MACQUARIE LARGE CAP GROWTH Mutual Funds | Other securities | — | — | $145K | 1.6% | |
| MFS VALUE FUND CLASS R6 Mutual Funds | Mutual Funds | — | — | $119K | 1.3% | |
| MFS CONSERVATIVE ALLOCATION FUND CLASS R Mutual Funds | Mutual Funds | — | — | $68K | 0.7% | |
| INTEREST BEARING CASH | Cash / Money Market | — | — | $59K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
