BETA

SJR CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SJR CHARITABLE FOUNDATION (EIN 20-5498853)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-08
IRS object ID
202421299349102862
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-08T16:36:34-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN824526527PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARG & HENSON CPAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11300 S UNIVERSITY DR STE 312AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP761078099ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205498853EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SJR CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSJRCBusinessNameControlTxt
Phone3109484519PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11131 CYPRESS AVENUEAddressLine1Txt
CityHERMOSA BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90254ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURA RAYMONDPersonNm
Person TitlePRESIDENT/SECRETARYPersonTitleTxt
Phone3109484519PhoneNum
Signature2024-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLAURAPersonFirstNm
Person LastRAYMONDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW R BARGPreparerPersonNm
PTINP01204304PTIN
Phone8178701057PhoneNum
Preparation2024-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$342,717FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$48InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$48InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,830DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,830DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$79NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$23,202GrossSalesPriceAmt
Total Rev And Expnss$3,799TotalRevAndExpnssAmt
Total Net Invst Incm$3,878TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,874AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$24TaxesRevAndExpnssAmt
Taxes Net Invst Incm$14TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,341OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,341OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,239TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,355TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,239TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,355TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$440ExcessRevenueOverExpensesAmt
Net Investment Income$2,523NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$69,276SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$66,606SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$66,606SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$199,134OtherInvestmentsBOYAmt
Other Investments EOY$276,111OtherInvestmentsEOYAmt
Other Investments EOYFMV$276,111OtherInvestmentsEOYFMVAmt
Total Assets BOY$268,410TotalAssetsBOYAmt
Total Assets EOY$342,717TotalAssetsEOYAmt
Total Assets EOYFMV$342,717TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$268,410NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$342,717NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$268,410TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$342,717TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$268,410TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$342,717TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$268,410TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$440ExcessRevenueOverExpensesAmt
Other Increases$74,747OtherIncreasesAmt
Subtotal$342,717SubtotalAmt
Tot Net Ast Or Fund Balances EOY$342,717TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
INVESCO DEVELOPING MARKETS FUNDP2022-12-152023-10-06$12$12
SPDR S&P DIVIDEND ETFP2023-10-06$3,743$2,691$1,052$1,052
BLACKROCK HIGH YIELD BOND PORTFOLIOP2023-10-06$181$184-$3-$3
VANGUARD MID-CAP GROWTH FUNDP2020-02-282023-10-06$195$147$48$48
COLUMBIA FDS TR II COLUMBIA MTGP2023-10-06$165$177-$12-$12
VANGUARD GROWTH ETFP2014-08-082023-10-06$1,113$390$723$723
INVESCO DEVELOPING MARKETS FUNDP2023-10-06$1,348$2,059-$711-$711
BERKSHIRE HATHAWAY INCP2016-03-292023-10-06$1,043$424$619$619
BLACKROCK FDS MID CAP GROWTH PORTP2020-02-282023-10-06$183$160$23$23
BLACKROCK HIGH YIELD BOND PORTFOLIOP2023-10-06$2,616$2,958-$342-$342
COHEN & STEERS RLTY SHARES INCP2022-02-072023-10-06$3,373$4,758-$1,385-$1,385
COLUMBIA FDS TR II COLUMBIA MTGP2023-10-06$2,167$2,975-$808-$808
FIRST TR EMERGING ETF MARKETS ALPHAP2021-05-272023-10-06$1,297$1,778-$481-$481
FIRST TR FUND IV ETF SENIOR LOAN FUNP2022-02-072023-10-06$2,554$2,677-$123-$123
INVESCO QQQ TR ETF UNIT SER 1P2016-03-292023-10-06$1,095$326$769$769
ISHARES MORNINGSTAR ETF SMALL CAP VAP2021-05-272023-10-06$455$541-$86-$86
ISHARES ETF RUSSELL TOP 200 GROWTHP2016-03-292023-10-06$945$321$624$624
SPDR S&P 600 ETF SMALL CAP GROWTHP2021-05-272023-10-06$582$703-$121-$121
FieldValueIRS element (for citing)
Capital Gain Net Income-$79CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$35InvestmentIncomeExciseTaxAmt
Subtotal$35SubtotalAmt
Tax Based On Investment Income$35TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$106EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$106TotalPaymentsAndCreditsAmt
Overpayment$71OverpaymentAmt
Applied To ES Tax$71AppliedToESTaxAmt

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
Org Report Or Register StateCOOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt
Individual With BooksLAURA RAYMONDIndividualWithBooksNm
Phone3109484519PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11131 CYPRESS AVENUEAddressLine1Txt
CityHERMOSA BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90254ZIPCd
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
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAURA RAYMOND
1131 CYPRESS AVENUEHERMOSA BEACHCA90254PRESIDENT/SE1.00$0$0$0
MATT RAYMOND
1131 CYPRESS AVENUEHERMOSA BEACHCA90254VICE PRESIDE1.00$0$0$0
VALLI KINDRED
5625 TWIN BROOKS DRIVEDALLASTX75252TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$238,976AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$68,216AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$307,192TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$307,192AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,608CashDeemedCharitableAmt
Net Vl Noncharitable Assets$302,584NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,129MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,129MinimumInvestmentReturnAmt
Tax Based On Investment Income$35TaxBasedOnInvestmentIncomeAmt
Total Tax$35TotalTaxAmt
Distributable Before Adj$15,094DistributableBeforeAdjAmt
Distributable Before Ded$15,094DistributableBeforeDedAmt
Distributable As Adjusted$15,094DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,094DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$54,389ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$23,426ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$77,815TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus$15,094ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$15,094ExcessDistributionCyovAppCYAmt
Total Corpus$62,721TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$39,295ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$23,426ExcessDistriCyovToNextYrAmt
Excess From Year4$23,426ExcessFromYear4Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,830ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$79ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,799ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,799TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,874Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPUBLICLY TRADED SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$276,111BookValueAmt
EOYFMV$276,111EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADVISORY FEES$1,341$1,341

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINCREASE IN FMV OF PUBLICLY TRADED SECURITIESDesc
Amt$74,747Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX$14$14
LICENSING & FEES$10

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.