THE NORRIS FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE NORRIS FOUNDATION (EIN 74-2465853)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-21
IRS object ID
202642029349100864
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-21T14:21:20-06:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN931592517PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1UNBOXED ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11341 W MOCKINGBIRD LN STE 600WAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75247ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742465853EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NORRIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% WARREN NORRISInCareOfNm
Business Name ControlNORRBusinessNameControlTxt
Phone9722921994PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13961 BALFOUR COURTAddressLine1Txt
CityFRISCOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75034ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWARREN NORRIS FDN MGRPersonNm
Person TitleOFFICERPersonTitleTxt
Phone9722921994PhoneNum
Signature2026-07-01SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN BRYANT CPAPreparerPersonNm
PTINP00849294PTIN
Phone2098626933PhoneNum
Preparation2026-07-21PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$152,908FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$31,797ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$723DividendsRevAndExpnssAmt
Dividends Net Invst Incm$723DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,937NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$41,312GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,937CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$151NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$50,460TotalRevAndExpnssAmt
Total Net Invst Incm$18,663TotalNetInvstIncmAmt
Total Adj Net Incm$151TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$158OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,658TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$46,658TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$45,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,802ExcessRevenueOverExpensesAmt
Net Investment Income$18,663NetInvestmentIncomeAmt
Adjusted Net Income$151AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,299SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,710SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,710SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$99,191OtherInvestmentsBOYAmt
Other Investments EOY$101,431OtherInvestmentsEOYAmt
Other Investments EOYFMV$148,198OtherInvestmentsEOYFMVAmt
Total Assets BOY$102,490TotalAssetsBOYAmt
Total Assets EOY$106,141TotalAssetsEOYAmt
Total Assets EOYFMV$152,908TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$350,052CapitalStockBOYAmt
Capital Stock EOY$350,052CapitalStockEOYAmt
Retained Earning BOY-$247,562RetainedEarningBOYAmt
Retained Earning EOY-$243,911RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$102,490TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$106,141TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$102,490TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$106,141TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$102,490TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,802ExcessRevenueOverExpensesAmt
Subtotal$106,292SubtotalAmt
Other Decreases$151OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$106,141TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB - STP2025-12-31$2,475$2,324$151$151
CHARLES SCHWAB - LTP2025-12-31$38,837$21,051$17,786$17,786
FieldValueIRS element (for citing)
Capital Gain Net Income$17,937CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$151NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$259InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$259SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$259TaxBasedOnInvestmentIncomeAmt
Tax Due$259TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksWARREN NORRISIndividualWithBooksNm
Phone9722921994PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13961 BALFOUR COURTAddressLine1Txt
CityFRISCOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75034ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WARREN NORRIS
3961 BALFOUR COURTFRISCOTX75034FOUNDATION MANAGER0.00$0$0$0
JILL NORRIS
3961 BALFOUR COURTFRISCOTX75034FOUNDATION MANAGER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$152,433AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,696AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$156,129TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$156,129AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,342CashDeemedCharitableAmt
Net Vl Noncharitable Assets$153,787NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,689MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,689MinimumInvestmentReturnAmt
Tax Based On Investment Income$259TaxBasedOnInvestmentIncomeAmt
Total Tax$259TotalTaxAmt
Distributable Before Adj$7,430DistributableBeforeAdjAmt
Distributable Before Ded$7,430DistributableBeforeDedAmt
Distributable As Adjusted$7,430DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,000ExpensesAndContributionsAmt
Qualifying Distributions$45,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,430DistributableAsAdjustedAmt
Undistributed Income PY$248UndistributedIncomePYAmt
Qualifying Distributions$45,000QualifyingDistributionsAmt
Applied To Year1$248AppliedToYear1Amt
Applied To Current Year$7,430AppliedToCurrentYearAmt
Remaining Distri From Corpus$37,322RemainingDistriFromCorpusAmt
Total Corpus$37,322TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$37,322ExcessDistriCyovToNextYrAmt
Excess From Current Year$37,322ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWARREN LEE NORRISContributingManagerNm
Contributing ManagerJILL E NORRISContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CORNERSTONE RANCH
3933 CR 317MCKINNEYTX75069NCPROGRAM SUPPORT$8,000
CORNERSTONE RANCH
3933 CR 317MCKINNEYTX75069NCPROGRAM SUPPORT$37,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$726ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$726ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$726TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1WARREN AND JILL NORRISBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13961 BALFOUR COURTAddressLine1Txt
CityFRISCOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75034ZIPCd
FieldValueIRS element (for citing)
Total Contributions$31,797TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT - SECURITIESCategoryOrItemTxt
Book Value$101,431BookValueAmt
EOYFMV$148,198EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescSHORT TERM GAINSDesc
Amt$151Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescCOMMISSIONINVESTMENT FEESDesc
Revenue And Expenses Per Books$158RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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