CLEMENT AND KAREN ARRISON FAMILY CHARITALBE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: CLEMENT AND KAREN ARRISON FAMILY CHARITALBE FOUNDATION (EIN 20-3116729)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-04-14
IRS object ID: 202501049349100715
Schema version: 2024v5.0
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
Gain Loss Sale Other Assets Sch
Investments Govt Obligations Sch
Investments Other Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-04-14T12:29:19-04:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	201536399	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PHILIP J TANTILLO CPA PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	43 COURT ST STE 910	AddressLine1Txt
City	BUFFALO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14202	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	203116729	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CLEMENT AND KAREN ARRISON	BusinessNameLine1Txt
Business Name Line2	FAMILY CHARITABLE FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	CLEM	BusinessNameControlTxt
Phone	7168810760	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	35 LINCOLN PARKWAY	AddressLine1Txt
City	BUFFALO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14222	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KAREN ARRISON	PersonNm
Person Title	PRESIDENT/TR	PersonTitleTxt
Phone	7168810760	PhoneNum
Signature	2025-04-09	SignatureDt

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PHILIP J TANTILLO	PreparerPersonNm
PTIN	P01272891	PTIN
Phone	7168526981	PhoneNum
Preparation	2025-04-09	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	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	$3,273,640	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$10,571	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$10,571	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$121,521	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$121,521	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$31,442	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$167,278	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$47,365	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$163,534	TotalRevAndExpnssAmt
Total Net Invst Incm	$179,457	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$21,550	AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$30,748	OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss	$2,652	TaxesRevAndExpnssAmt
Occupancy Rev And Expnss	$12,750	OccupancyRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$67,700	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$177,474	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$177,474	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$245,174	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$177,474	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$81,640	ExcessRevenueOverExpensesAmt
Net Investment Income	$179,457	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	-$11,988	CashBOYAmt
Cash EOY	$13,205	CashEOYAmt
Cash EOYFMV	$13,205	CashEOYFMVAmt
US Government Obligations BOY	$130,832	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$64,663	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$48,434	USGovtObligationsEOYFMVAmt
Mortgage Loans BOY	$157,089	MortgageLoansBOYAmt
Mortgage Loans EOY	$153,734	MortgageLoansEOYAmt
Mortgage Loans EOYFMV	$134,967	MortgageLoansEOYFMVAmt
Other Investments BOY	$3,199,304	OtherInvestmentsBOYAmt
Other Investments EOY	$3,161,995	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$3,077,034	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$3,475,237	TotalAssetsBOYAmt
Total Assets EOY	$3,393,597	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,273,640	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$3,475,237	RetainedEarningBOYAmt
Retained Earning EOY	$3,393,597	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,475,237	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,393,597	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,475,237	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,393,597	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,475,237	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$81,640	ExcessRevenueOverExpensesAmt
Subtotal	$3,393,597	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$3,393,597	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$47,365	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,494	InvestmentIncomeExciseTaxAmt
Subtotal	$2,494	SubtotalAmt
Tax Based On Investment Income	$2,494	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,840	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$1,840	TotalPaymentsAndCreditsAmt
Tax Due	$654	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	KAREN ARRISON	IndividualWithBooksNm
Phone	7168810760	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	35 LINCOLN PARKWAY	AddressLine1Txt
City	BUFFALO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14222	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	KAREN ARRISON	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	35 LINCOLN PARKWAY	AddressLine1Txt
City	BUFFALO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14222	ZIPCd

Field	Value	IRS element (for citing)
Title	PRESIDENT/TR	TitleTxt
Average Hrs Per Wk Devoted To Pos	000.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$3,361,580	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$12,859	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,374,439	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$3,374,439	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$50,617	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,323,822	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$166,191	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$166,191	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,494	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,494	TotalTaxAmt
Distributable Before Adj	$163,697	DistributableBeforeAdjAmt
Distributable Before Ded	$163,697	DistributableBeforeDedAmt
Distributable As Adjusted	$163,697	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$177,474	ExpensesAndContributionsAmt
Qualifying Distributions	$177,474	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$163,697	DistributableAsAdjustedAmt
Undistributed Income PY	$167,082	UndistributedIncomePYAmt
Qualifying Distributions	$177,474	QualifyingDistributionsAmt
Applied To Year1	$167,082	AppliedToYear1Amt
Applied To Current Year	$10,392	AppliedToCurrentYearAmt
Undistributed Income CY	$153,305	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	KAREN ARRISON	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	35 LINCOLN PARKWAY	AddressLine1Txt
City	BUFFALO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14222	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	7168810760	RecipientPhoneNum
Form And Info And Materials	N/A	FormAndInfoAndMaterialsTxt
Submission Deadlines	N/A	SubmissionDeadlinesTxt
Restrictions On Awards	N/A	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AHVMA
PO BOX 630	ABINGDON	MD	21009	NONE	501(C)(3)	CHARITABLE	$2,000
BUFFALO PHILHARMONIC
499 FRANKLIN STREET	BUFFALO	NY	14202	NONE	501(C)(3)	CHARITABLE	$31,000
BUFFALO SUZUKI STRINGS
4 WEBSTER STREET	N TONAWANDA	NY	14120	NONE	PUBLIC CHARI	CHARITABLE	$10,000
BUFFALO TORONTO PUBLIC MEDIA
140 LOWER TERRACE	BUFFALO	NY	14202	NONE	501(C)(3)	CHARITABLE	$1,000
CHATAUGUA INSTATUTION
1 AMES AVENUE	CHATAUQUA	NY	14722	NONE	501(C)(3)	CHARITABLE	$20,000
CORNELL UNIVERSITY
COLLEGE OF VET MED	ITHACA	NY	14853	NONE	501(C)(3)	CHARITABLE	$15,924
DRAFT GRADITUDE
148 ASHULLOT	WINCHESTER	NH	03470	NONE	501(C)(3)	CHARITABLE	$5,000
GENTLE GIANTS DRAFT HORSE RESCUE
17250 OLD FREDERICK ROAD	MOUNT AIRY	MD	21771	NONE	501(C)(3)	CHARITABLE	$1,000
GLEN HIGHLAND FARMS
217 PEGG ROAD	MORRIS	NY	13808	NONE	501(C)(3)	CHARITABLE	$5,000
KLIENHANS MUSIC HALL
SYMPHONY CIRCLE	BUFFALO	NY	14201	NONE	501(C)(3)	CHARITABLE	$67,000
LAST CHANCE CORRAL
5030 US 33	SOUTH ATHENS	OH	45701	NONE	501(C)(3)	CHARITABLE	$3,000
MOTE MARINE LABORATORY
1600 KEN THOMPSON PKWY	SARASOTA	FL	34236	NONE	501(C)(3)	CHARITABLE	$5,000
PRESERVATION LEAGUE OF NYS
44 CENTRAL AVENUE	ALBANY	NY	12206	NONE	501(C)(3)	CHARITABLE	$2,000
ROSEMARY FARM
1646 ROSES BROOK ROAD	SOUTH KORTRIGHT	NY	13842	NONE	501(C)(3)	CHARITABLE	$1,000
SASI
3050 ABBOTT RD	ORCHARD PARK	NY	14127	NONE	501(C)(3)	CHARITABLE	$6,000
THE BUFFALO HISTORY MUSEUM
1 MUSEUM CT	BUFFALO	NY	14216	NONE	501(C)(3)	CHARITABLE	$550
WINGS FLIGHTS OF HOPE
PO BOX 872	ORCHARD PARK	NY	14127	NONE	501(C)(3)	CHARITABLE	$1,000
ZION LUTHERAN CHURCH
9535 CLARENCE CENTER RD	CLARENCE CENTER	NY	14032	NONE	501(C)(3)	CHARITABLE	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$177,474	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$10,571	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$121,521	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$47,365	ExclusionAmt
Related Or Exempt Function Incm	-$15,923	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$179,457	ExclusionAmt
Related Or Exempt Function Incm	-$15,923	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$163,534	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	PROFESSIONAL	CategoryTxt
Amt	$21,550	Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDesc	AcquiredAcquiredDt	How AcquiredHowAcquiredTxt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt
SAMI 5985-2508 SEE ATTACHED	2024-01	PURCHASE	2024-12	$30,048	$30,128	-$80
SAMI 5985-2508 SEE ATTACHED	2023-01	PURCHASE	2024-12	$48,977	$64,765	-$15,788
SAMI 5685-2508 SEE ATTACHED	2024-01	PURCHASE	2024-01	$40,888	$40,943	-$55

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
State Local Sec Book Vl EOY	$64,663	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$48,434	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
SAMI 2545-7479 MUTUAL FUND	AT COST	$3,161,995	$3,077,034
SAMI 5985-2508 MUTUAL FUNDS	AT COST

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$30,748	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt
STATE FILING FEE	$812
FEDERAL EXCISE TAX	$1,840

CLEMENT AND KAREN ARRISON FAMILY CHARITALBE FOUNDATION: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

Comments