RUTH AND PAUL CONNOR FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RUTH AND PAUL CONNOR FOUNDATION (EIN 74-2946783)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-01
- IRS object ID
- 202641829349100324
- Schema version
- 2025v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-01T15:59:35-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823789572 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVONNE GREENE JONES CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9442 N CAPITAL OF TX HWY STE 1-500 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78759 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742946783 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH AND PAUL CONNOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUTH | BusinessNameControlTxt |
| Phone | 5125875552 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1002 YAUPON VALLEY ROAD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK SCHREIBER | PersonNm |
| Person Title | PRES/TREAS | PersonTitleTxt |
| Phone | 5125875552 | PhoneNum |
| Signature | 2026-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVONNE JONES CPA | PreparerPersonNm |
| PTIN | P00239125 | PTIN |
| Phone | 5126490245 | PhoneNum |
| Preparation | 2026-07-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,570,745 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $70 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $121,307 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,307 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $392,861 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,774,768 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $392,861 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $70,016 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $70,016 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $584,254 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $584,254 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,700 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,430 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $270 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,168 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $907 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,383 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,745 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,638 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,071 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,664 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,407 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,565 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,208 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $357 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $85,794 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,215 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,579 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $330,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $330,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $415,794 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,215 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $338,579 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $168,460 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $507,039 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,495 | CashBOYAmt |
| Cash EOY | $5,660 | CashEOYAmt |
| Cash EOYFMV | $5,660 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $241,925 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $163,649 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $163,649 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $7,200 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $15,600 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,600 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,761,019 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,718,135 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,365,326 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $862,380 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $794,422 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $816,405 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $456,001 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $803,014 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,204,105 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,332,020 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,500,480 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,570,745 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,168,451 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,168,451 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,163,569 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,332,029 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,332,020 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,500,480 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,332,020 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,500,480 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,332,020 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $168,460 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,500,480 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,500,480 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (ST) | $2,670,811 | $2,629,707 | $41,104 | $41,104 | |
| PUBLICLY TRADED SECURITIES (LT) | $2,073,863 | $1,752,824 | $321,039 | $321,039 | |
| PUBLICLY TRADED SECURITIES (LT ADJ) | $624 | $624 | |||
| CAPITAL GAINS DIVIDENDS | $30,094 | $30,094 | $30,094 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $392,861 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,048 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,048 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,048 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $1,349 | OverpaymentAmt |
| Applied To ES Tax | $1,349 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK SCHREIBER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5125875552 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1002 YAUPON VALLEY ROAD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARK B SCHREIBER | ||||||||
| 1002 YAUPON VALLEY ROAD | AUSTIN | TX | 78746 | PRES/TREAS | 1.00 | $900 | $0 | $0 |
| ROBERT M SUMNERS | ||||||||
| 6003 TWIN VALLEY COVE | AUSTIN | TX | 78731 | CHAIRMAN | 1.00 | $900 | $0 | $0 |
| CHRISTOPHER ACTON | ||||||||
| 1009 AVENUE A | FREDERICKSBURG | TX | 78624 | SECRETARY | 1.00 | $900 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,977,595 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $123,020 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $340,182 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,440,797 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,440,797 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,612 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,344,185 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $317,209 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $317,209 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,048 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,048 | TotalTaxAmt |
| Distributable Before Adj | $310,161 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $310,161 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $310,161 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $338,579 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $338,579 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $310,161 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $82,120 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $52,714 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $93,522 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $93,421 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,446 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $351,223 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $338,579 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $310,161 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,418 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $379,641 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $82,120 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $297,521 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $52,714 | ExcessFromYear4Amt |
| Excess From Year3 | $93,522 | ExcessFromYear3Amt |
| Excess From Year2 | $93,421 | ExcessFromYear2Amt |
| Excess From Year1 | $29,446 | ExcessFromYear1Amt |
| Excess From Current Year | $28,418 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RUTH AND PAUL CONNOR FOUNDATION CO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1002 YAUPON VALLEY ROAD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5125875552 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS FOR GRANTS SHOULD BE SUBMITTED IN WRITING TO THE ABOVE ADDRESS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN BRIDGE BUILDERS ALLIANCE | |||||||
| PO BOX 200997 | AUSTIN | TX | 78720 | NONE | PC | EMERGING LEADERSHIP INITIATIVE | $5,000 |
| CASA ESPERANZA INC DBA HOPE HOUSE | |||||||
| PO BOX 457 | LIBERTY HILL | TX | 78642 | NONE | PC | GENERAL OPERATIONS | $27,500 |
| ESSILOR LUXOTTICA FOUNDATION | |||||||
| 13515 N STEMMONS FREEWAY | DALLAS | TX | 75234 | NONE | PC | KIDS VISION FOR LIFE CENTRAL TX PROGRAM | $10,000 |
| HELPING HAND HOME FOR CHILDREN | |||||||
| 3804 AVENUE B | AUSTIN | TX | 78751 | NONE | PC | RESIDENTIAL TREATMENT CENTER OPERATIONS | $47,500 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 96961 | WASHINGTON | DC | 200906961 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| REDEEM INTERNATIONAL | |||||||
| PO BOX 2991 | MERRIFIELD | VA | 22116 | NONE | PC | PROTECTION OF WIDOWS & ORPHANS IN UGANDA | $40,000 |
| SETTLEMENT HOME FOR CHILDREN | |||||||
| 1600 PAYTON GIN ROAD | AUSTIN | TX | 78758 | NONE | PC | GENERAL OPERATIONS | $20,000 |
| SIDE BY SIDE KIDS | |||||||
| PO BOX 15123 | AUSTIN | TX | 787615123 | NONE | PC | SUPPORT CENTER | $50,000 |
| TRINITY CENTER | |||||||
| 301 E 8TH ST | AUSTIN | TX | 78701 | NONE | PC | GENERAL OPERATIONS | $80,000 |
| TRIPLE 1 BLESSINGS INC | |||||||
| 111 LIVE OAK LANE | SPICEWOOD | TX | 786694009 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| VINCARE SERVICES OF AUSTIN FOUNDATION DBA SAINT LOUISE HOUSE | |||||||
| PO BOX 150637 | AUSTIN | TX | 78715 | NONE | PC | GENERAL OPERATIONS | $14,000 |
| WONDERS & WORRIES | |||||||
| 9101 BURNET RD STE 205 | AUSTIN | TX | 78758 | NONE | PC | GENERAL OPERATIONS | $16,000 |
| YOUNG LIFE | |||||||
| PO BOX 1367 | FREDERICKSBURG | TX | 78624 | NONE | PC | NEED-BASED CAMPER SCHOLARSHIPS PROGRAM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $330,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,307 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,016 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $392,861 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $584,254 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $584,254 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX & CONSULTING FEES | CategoryTxt |
| Amt | $9,075 | Amt |
| Net Investment Income | $8,168 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $907 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK FLOATING RATE INC PORTFOLIO CL K | $66,480 | $65,654 |
| ISHARES 3-7 YR TREASURY BOND ETF | $233,805 | $241,087 |
| JANUS HENDERSON AAA CLO ETF | $131,434 | $130,749 |
| PGM HIGH YIELD FUND CL R6 | $64,425 | $66,908 |
| PIMCO INCOME FUND INSTL CL | $169,429 | $181,661 |
| PIMCO INT'L BOND FUND (UNHEDGED) INSTL | $128,849 | $130,346 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (139 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3I GROUP | $17,210 | $13,035 |
| ABBOTT LABS | $21,824 | $26,060 |
| ABBVIE INC | $11,668 | $18,051 |
| ACCENTURE PLC SHS | $18,251 | $26,293 |
| ADVANTEST CORP | $11,404 | $11,662 |
| AIR LIQUIDE | $12,168 | $10,917 |
| ALIBABA GROUP HOLDING LT | $12,177 | $13,136 |
| ALIBABA GROUP HOLDING LT | $1,999 | $4,251 |
| ALLIANZ SE | $15,772 | $17,914 |
| ALPHABET INC CL A COM | $16,683 | $104,542 |
| ALPHABET INC CL C COM | $1,743 | $14,121 |
| AMAZON COM INC | $1,397 | $80,095 |
| AMERICAN EXPRESS CO | $10,098 | $24,417 |
| ANALOG DEVICES INC | $15,205 | $24,950 |
| AON PLC REG SHS | $6,834 | $21,173 |
| ASML HLDG NV NY REG SHS | $17,441 | $24,607 |
| ASTRAZENECA PLC SPND ADR | $15,204 | $18,570 |
| AUTODESK INC | $7,634 | $33,153 |
| BANCO SANTANDER RG S SPAIN SA | $16,769 | $23,251 |
| BARCLAYS ORD GBP 0.25 | $21,442 | $30,351 |
| BLACKROCK INC REG SHS | $23,109 | $22,477 |
| BLOCK INC | $12,263 | $8,983 |
| BOEING CO | $36,857 | $40,384 |
| BOEING CO | $44,660 | $63,182 |
| BROADCOM INC | $16,066 | $21,112 |
| CATERPILLAR INC | $15,998 | $21,769 |
| CHUBB LTD | $6,702 | $24,033 |
| CIGNA GROUP/THE | $35,672 | $46,514 |
| CITIGROUP INC COM NEW | $11,083 | $25,788 |
| COMPASS GROUP ORD GBPO | $16,912 | $15,231 |
| CONOCOPHILLIPS | $21,276 | $29,394 |
| CRH PLC | $9,547 | $12,854 |
| CRH PLC | $16,913 | $21,341 |
| DEERE & CO | $5,589 | $12,105 |
| DIMENSIONAL US SMALL CAP VALUE ETF SHS | $76,453 | $88,968 |
| DISNEY WALT CO | $28,762 | $32,538 |
| DOMINION ENERGY INC | $32,399 | $30,174 |
| DUKE ENERGY CORP | $20,880 | $28,716 |
| EATON CORP PLC | $3,109 | $15,926 |
| ELEVANCE HEALTH INC | $13,113 | $16,125 |
| ENEL SPA | $8,019 | $9,101 |
| EQUIFAX INC | $18,418 | $18,660 |
| EXPEDITORS INTL WASHINGTON INC | $5,520 | $16,093 |
| EXXON MOBIL CORP | $34,745 | $37,065 |
| FACTSET RESH SYS INC | $5,184 | $8,416 |
| FERRARI NV | $16,838 | $13,475 |
| GALDERMA GROUP AG NAMEN | $6,385 | $7,178 |
| GENERAL DYNAMICS CORP COM | $20,340 | $30,299 |
| HEIDELBERG MATERIALS AG | $9,525 | $10,748 |
| HERMES INTL SA | $13,300 | $12,461 |
| HITACHI CORP 6501 | $12,474 | $13,242 |
| IBERDROLA SA BILBAO | $13,421 | $15,896 |
| ICICI BANK LTD SPD ADR | $19,400 | $16,956 |
| ILLINOIS TOOL WORKS INC | $8,610 | $16,256 |
| ILLUMINA INC | $14,305 | $10,231 |
| IMPERIAL BRANDS PLC | $13,771 | $14,600 |
| INTUITIVE SURGICAL INC | $5,623 | $18,690 |
| ISHARES CHINA LARGECAP | $35,741 | $37,716 |
| ISHARES MSCI INDIA INDEX FUND | $11,528 | $11,350 |
| ISHARES MSCI SOUTH KOREA ETF | $27,147 | $34,805 |
| ISHARES RUSSELL MID-CAP ETF | $90,848 | $182,432 |
| ISHARES TR RUSSELL 2000 | $107,426 | $200,620 |
| ISHARES TR US INFRASTRUCTURE ETF | $83,289 | $98,399 |
| JOHNSON & JOHNSON | $6,929 | $21,937 |
| JPMORGAN CHASE & CO | $6,346 | $52,522 |
| KEYENCE CORP 6861 | $14,022 | $12,669 |
| KIMBERLY CLARK | $16,463 | $15,941 |
| KKR & CO INC CL A | $15,160 | $25,751 |
| KLA CORP | $7,143 | $25,517 |
| LEGRAND SA | $8,800 | $8,220 |
| LONDZA GROUP AG | $10,359 | $10,207 |
| LOREAL | $7,423 | $7,319 |
| LOWES COS INC | $13,423 | $20,740 |
| MARRIOTT INTL INC NEW A | $18,641 | $31,334 |
| MARSH & MCLENNAN COS INC | $14,956 | $24,674 |
| MCKESSON CORP | $6,528 | $38,554 |
| MERCADOLIBRE INC | $17,167 | $14,100 |
| META PLATFORMS INC CL A | $3,235 | $97,033 |
| MICROSOFT CORP | $7,057 | $58,518 |
| MITSUBISHI HVG IND 7011 | $13,749 | $13,610 |
| MITSUBISHI UFJ FINANCIAL | $25,166 | $26,652 |
| MONDELEZ INTERNATIONAL INC | $19,842 | $15,072 |
| MONSTER BEVERAGE CORP | $10,774 | $38,412 |
| MORGAN STANLEY | $11,627 | $26,630 |
| NASDAQ OMX GRP INC | $9,240 | $28,265 |
| NETFLIX COM INC | $18,787 | $72,195 |
| NIKE INC CL B | $11,433 | $10,002 |
| NINTENDO CO LTD | $13,866 | $11,367 |
| NOVARTIS ADR | $7,686 | $15,993 |
| NOVARTIS AG REG CHF0.5 | $10,322 | $10,947 |
| NOVO-NORDISK A S ADR DENMARK | $13,583 | $17,706 |
| NVIDIA CORP | $2,937 | $152,557 |
| NXP SEMICONDUCTORS NV | $16,085 | $22,791 |
| ORACLE CORP | $13,496 | $63,541 |
| PACCAR INC | $23,856 | $28,144 |
| PAYPAL HOLDINGS INC | $12,108 | $7,298 |
| PEPSICO INC | $14,103 | $14,208 |
| PG&E CORP | $5,964 | $5,834 |
| PRINCIPAL MIDCAP FUND CL R6 | $427,450 | $431,712 |
| PROGRESSIVE CRP OHIO | $18,534 | $41,673 |
| PROLOGIS INC | $26,938 | $29,362 |
| QUALCOMM INC | $4,913 | $13,684 |
| RECKITT BENCHKISER GROUP | $9,766 | $11,302 |
| REGENERON PHARMACEUTICALS | $15,080 | $28,559 |
| RESONA HOLDINGS INC | $12,335 | $11,756 |
| RHEINMETALL | $14,392 | $12,776 |
| ROCHE HLDG LTD SPONS ADR SWITZERLAND | $9,065 | $13,047 |
| RTX CORP | $12,633 | $28,060 |
| SAFRAN SA | $14,919 | $17,115 |
| SALESFORCE COM INC | $16,586 | $29,935 |
| SCHNEIDER ELECTRIC SE | $9,112 | $9,656 |
| SEI INVT CO PA PV $0.01 | $7,715 | $13,697 |
| SHELL PLC | $11,012 | $11,941 |
| SHOPIFY INC CL A | $13,926 | $42,657 |
| SHOPIFY INC CL A | $8,030 | $9,014 |
| SIEMENS AG GERM | $14,448 | $15,986 |
| SIEMENS ENERGY AG NAMEN | $14,089 | $19,441 |
| SONY GROUP | $16,729 | $15,907 |
| SOUTHERN COMPANY | $17,424 | $27,206 |
| SPOTIFY TECH SA REG | $15,356 | $12,776 |
| STARBUCKS CORP | $10,351 | $15,326 |
| STERIS PLC | $7,080 | $7,352 |
| SWEDBANK AB | $11,568 | $15,326 |
| TAIWAN S MANUFCTRING ADR | $37,325 | $55,308 |
| TENCENT HOLDINGS LTD SH | $18,724 | $20,009 |
| TESLA INC | $38,390 | $111,980 |
| THERMO FISHER SCIENTIFIC INC | $15,721 | $16,804 |
| TOTALENERGIES SE | $16,954 | $18,739 |
| UNICREDIT SPA | $20,240 | $25,404 |
| UNION PACIFIC CORP | $9,331 | $20,125 |
| VERTEX PHARMCTLS INC | $18,518 | $36,722 |
| VISA INC CL A | $4,038 | $64,881 |
| WELLS FARGO & CO | $30,318 | $35,509 |
| WHEATON PRECIOUS METALS CORP | $18,496 | $24,091 |
| WORKDAY INC | $5,090 | $8,376 |
| XIAOMI CORP REG SHS | $6,374 | $4,241 |
| YUM BRANDS INC | $4,802 | $11,497 |
| YUM CHINA HLDGS INC | $2,061 | $3,676 |
| ZURICH INSURANCE GRP AG | $21,883 | $23,586 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABBEY CAPITAL FUTURES STRATEGY FUND CL I | FMV | $55,353 | $58,534 |
| ABBEY CAPITAL MULTI ASSET FUND CL I | FMV | $30,750 | $32,143 |
| AQR DIVERSIFIED ARBITRAGE FUND CL R6 | FMV | $81,252 | $82,227 |
| BLACKROCK CREDIT RELATIVE VALUE FUND CL K | FMV | $33,590 | $32,861 |
| BLACKROCK EVENT DRIVEN EQ FD INSTL SHS | FMV | $82,539 | $82,087 |
| BLACKROCK GLOBAL EQUITY MRKT NTRAL FD CL CLASS K | FMV | $31,798 | $32,800 |
| CALAMOS MARKET NEUTRAL INCOME FD CL I | FMV | $30,755 | $31,416 |
| CATALYST MILLBURN HEDGE STRATEGY FUND CL I | FMV | $30,732 | $32,286 |
| CREDIT SUISEE COMMODITY RETURN STRTGY FD CL I | FMV | $81,950 | $86,281 |
| EATON VANCE GLB MACRO ABSLT RTRN ADV FD CL R6 | FMV | $61,504 | $64,375 |
| GOTHAM ABSOLUTE RETURN FUND INSTL CLASS | FMV | $30,728 | $31,282 |
| GOTHAM INDEX PLUS FUND CL INSTL | FMV | $15,885 | $17,642 |
| ISHARES SILVER TR | FMV | $20,963 | $40,585 |
| JPMORGAN HEDGED EQUITY FUND CL R6 | FMV | $30,719 | $33,030 |
| NEUBERGER BERMAN LONG SHORT FD INST CL | FMV | $95,371 | $98,501 |
| VICTORY MARKET NEUTRAL INCOME FUND CL I | FMV | $15,365 | $15,138 |
| WORLD GOLD TR SHS SPDR GOLD MINISH | FMV | $73,759 | $108,335 |
| OIL & GAS MINERAL INTERESTS | FMV | $1 | $324,582 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| E&O BOARD INSURANCE | $1,687 | $1,518 | $169 |
| IRS PENALTIES | $459 | $413 | $46 |
| ROYALTY EXPENSE | $1,419 | $1,277 | $142 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | $69,992 | $69,992 | $69,992 |
| CLASS ACTION SETTLEMENTS | $24 | $24 | $24 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $52,086 | $46,878 | $5,208 |
| BOA INV MGMT FEES - MINERALS | $4,297 | $3,867 | $430 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $8,114 | $7,303 | $811 |
| AD VALOREM TAX - MINERALS | $0 | $0 | $0 |
| SEVERANCE TAX - MINERALS | $3,742 | $3,368 | $374 |
| FOREIGN TAX WITHHOLDING (DIV) | $2,215 | $1,993 | $222 |