RUTH AND PAUL CONNOR FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RUTH AND PAUL CONNOR FOUNDATION (EIN 74-2946783)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-09
- IRS object ID
- 202412229349100511
- Schema version
- 2023v5.1
- 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 Govt Obligations Sch
- 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 | 2024-08-09T11:34:58-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVONNE JONES CPA | PreparerPersonNm |
| PTIN | P00239125 | PTIN |
| Phone | 5126490245 | PhoneNum |
| Preparation | 2024-08-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,338,663 | 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 |
| Dividends Rev And Expnss | $151,624 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $151,624 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $177,366 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,400,731 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $177,366 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $243,360 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $243,360 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $572,350 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $572,350 | 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 | $9,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,669 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,436 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,234 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,271 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,271 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,056 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,882 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $174 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,196 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,569 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,628 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $330,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $330,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $417,196 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,569 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $335,628 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $155,154 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $490,781 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,373 | CashBOYAmt |
| Cash EOY | $433 | CashEOYAmt |
| Cash EOYFMV | $433 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $256,291 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $245,481 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $245,481 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,600 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,448 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,448 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $345,023 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $348,079 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,056,132 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,290,963 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,444,623 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,043,902 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $782,380 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $769,477 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $565,277 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $421,001 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,528,122 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,932,575 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,087,729 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,338,663 | 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 | $764,124 | RetainedEarningBOYAmt |
| Retained Earning EOY | $919,278 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,932,575 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,087,729 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,932,575 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,087,729 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,932,575 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $155,154 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,087,729 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,087,729 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (BOA-ST) | $136,080 | $170,111 | -$34,031 | -$34,031 | |
| PUBLICLY TRADED SECURITIES (BOA-LT) | $1,247,641 | $1,053,254 | $194,387 | $194,387 | |
| CAPITAL GAINS DIVIDENDS | $17,010 | $17,010 | $17,010 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $177,366 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,822 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,822 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,822 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,448 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,374 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,822 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | Yes (1) | 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 | ||||||||
| 607 W PEACH ST | 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 | $4,633,522 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $420,458 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,448 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,056,428 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,056,428 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,846 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,980,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $249,029 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $249,029 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,822 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,822 | TotalTaxAmt |
| Distributable Before Adj | $242,207 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $242,207 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $242,207 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $335,628 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $335,628 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $242,207 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,322 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $72,144 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $82,120 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,714 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $93,522 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $311,822 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $335,628 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $242,207 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $93,421 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $405,243 | 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 | $11,322 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $393,921 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $72,144 | ExcessFromYear4Amt |
| Excess From Year3 | $82,120 | ExcessFromYear3Amt |
| Excess From Year2 | $52,714 | ExcessFromYear2Amt |
| Excess From Year1 | $93,522 | ExcessFromYear1Amt |
| Excess From Current Year | $93,421 | 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CASA ESPERANZA INC DBA HOPE HOUSE | |||||||
| PO BOX 457 | LIBERTY HILL | TX | 78642 | NONE | 509(A)(1) PUBLIC CHA | GENERAL OPERATIONS | $22,500 |
| ESSILOR LUXOTTICA FOUNDATION | |||||||
| 13515 N STEMMONS FREEWAY | DALLAS | TX | 75234 | NONE | 509(A)(1) PUBLIC CHA | KIDS VISION FOR LIFE CENTRAL TX PROGRAM | $10,000 |
| FAMILY ELDERCARE INC | |||||||
| 1700 RUTHERFORD LANE | AUSTIN | TX | 78754 | NONE | 509(A)(1) PUBLIC CHA | GUARDIANSHIP PROGRAM | $5,000 |
| HELPING HAND HOME FOR CHILDREN | |||||||
| 3804 AVENUE B | AUSTIN | TX | 78751 | NONE | 509(A)(1) PUBLIC CHA | RESIDENTIAL TREATMENT CENTER OPERATIONS | $47,500 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 96961 | WASHINGTON | DC | 200906961 | NONE | 509(A)(1) PUBLIC CHA | GENERAL OPERATIONS | $10,000 |
| REDEEM INTERNATIONAL | |||||||
| PO BOX 2991 | MERRIFIELD | VA | 22116 | NONE | 509(A)(1) PUBLIC CHA | PROTECTION OF WIDOWS & ORPHANS IN UGANDA | $40,000 |
| SETTLEMENT HOME FOR CHILDREN | |||||||
| 1600 PEYTON GIN ROAD | AUSTIN | TX | 78758 | NONE | 509(A)(1) PUBLIC CHA | GENERAL OPERATIONS | $20,000 |
| SIDE BY SIDE KIDS | |||||||
| PO BOX 15123 | AUSTIN | TX | 787615123 | NONE | 509(A)(1) PUBLIC CHA | SUPPORT CENTER | $50,000 |
| TRINITY CENTER | |||||||
| 301 E 8TH ST | AUSTIN | TX | 78701 | NONE | 509(A)(1) PUBLIC CHA | GENERAL OPERATIONS | $81,000 |
| TRIPLE 1 BLESSINGS INC | |||||||
| 111 LIVE OAK LANE | SPICEWOOD | TX | 786694009 | NONE | 509(A)(1) PUBLIC CHA | GENERAL OPERATIONS | $5,000 |
| VINCARE SERVICES OF AUSTIN FOUNDATION DBA SAINT LOUISE HOUSE | |||||||
| PO BOX 150637 | AUSTIN | TX | 78715 | NONE | 509(A)(1) PUBLIC CHA | GENERAL OPERATIONS | $15,000 |
| WONDERS & WORRIES | |||||||
| 9101 BURNET RD STE 205 | AUSTIN | TX | 78758 | NONE | 509(A)(1) PUBLIC CHA | GENERAL OPERATIONS | $14,000 |
| YOUNG LIFE EAST AUSTIN | |||||||
| PO BOX 16461 | AUSTIN | TX | 787615123 | NONE | 509(A)(1) PUBLIC CHA | NEED-BASED CAMPER SCHOLARSHIPS PROGRAM | $5,000 |
| YOUNG LIFE | |||||||
| PO BOX 1367 | FREDERICKSBURG | TX | 78624 | NONE | 509(A)(1) PUBLIC CHA | 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
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $151,624 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $243,360 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $177,366 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $572,350 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $572,350 | 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 PREPARATION, ACCOUNTING & CONSULTING FEES | CategoryTxt |
| Amt | $9,500 | Amt |
| Net Investment Income | $8,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $950 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES 1-3 YEAR TREASURY BOND ETF | $146,040 | $140,699 |
| ISHARES MBS ETF | $215,005 | $195,216 |
| PIMCO INCOME FUND INSTL CL | $250,000 | $259,024 |
| SPDR PORTFOLIO SHORT TERM CORP BOND ETF | $87,583 | $84,724 |
| VANGUARD SCOTTSDALE FDS VANGUARD INTERM | $83,752 | $89,814 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (89 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $15,359 | $15,962 |
| ACCENTURE PLC SHS | $9,876 | $24,213 |
| ALIBABA GROUP HOLDING LT | $9,648 | $10,851 |
| ALPHABET INC CL A COM | $12,447 | $43,583 |
| ALPHABET INC CL C COM | $10,573 | $38,474 |
| AMAZON COM INC | $5,252 | $71,564 |
| AMERICAN EXPRESS CO | $22,423 | $25,666 |
| ANALOG DEVICES INC | $21,894 | $26,011 |
| AON PLC REG SHS | $10,780 | $26,192 |
| AUTODESK INC | $11,178 | $39,931 |
| BAIRD MIDCAP FUND INSTL CL | $105,046 | $151,054 |
| BLOCK INC | $23,099 | $16,321 |
| BOEING CO | $45,377 | $72,985 |
| CHEVRON CORP | $15,936 | $16,557 |
| CHUBB LTD SWITZERLAND | $9,746 | $23,504 |
| CIGNA GROUP/THE | $21,743 | $36,832 |
| CITIGROUP INC COM NEW | $14,251 | $14,558 |
| COMCAST CORP NEW CLA COM | $24,496 | $35,431 |
| CONESTOGA SMALL CAP FUND INSTL CL | $46,130 | $66,660 |
| CONOCOPHILLIPS | $18,958 | $34,009 |
| DEERE & CO | $1,748 | $8,397 |
| DIAGEO PLC SPONS ADR NEW UK | $16,278 | $15,294 |
| DISNEY WALT CO | $45,944 | $36,206 |
| DOMINION ENERGY INC | $25,297 | $17,578 |
| DUKE ENERGY CORP | $24,320 | $27,365 |
| DUPONT DE NEMOURS INC | $17,331 | $17,617 |
| EATON CORP PLC | $4,356 | $16,858 |
| EXPEDITORS INTL WASHINGTON INC | $8,280 | $20,606 |
| FACTSET RESH SYS INC | $7,508 | $20,036 |
| GENERAL DYNAMICS CORP COM | $21,775 | $24,928 |
| HONEYWELL INTL INC | $10,225 | $24,746 |
| ILLINOIS TOOL WORKS INC | $9,992 | $19,907 |
| ILLUMINA INC | $30,533 | $16,987 |
| INTUITIVE SURGICAL INC | $8,495 | $16,531 |
| INVESCO HIGH YIELD EQUITY DVD ACHIEVERS ETF | $263,858 | $258,119 |
| ISHARES INTL SELECT DIV ETF | $242,745 | $230,638 |
| ISHARES RUSELL 2000 ETF | $78,194 | $136,483 |
| ISHARES RUSSELL MID-CAP ETF | $106,808 | $171,006 |
| JOHNSON & JOHNSON | $7,282 | $17,398 |
| JPMORGAN CHASE & CO | $9,828 | $39,974 |
| KENVUE INC | $19,496 | $18,193 |
| KKR & CO INC CL A | $15,726 | $19,884 |
| KLA CORP | $9,574 | $16,276 |
| LOWES COS INC | $18,655 | $24,926 |
| MARRIOTT INTL INC NEW A | $9,449 | $13,982 |
| MARSH & MCLENNAN COS INC | $10,531 | $21,031 |
| MCKESSON CORP | $8,768 | $29,168 |
| META PLATFORMS INC CL A | $14,483 | $100,879 |
| MICROSOFT CORP | $10,324 | $66,559 |
| MONSTER BEVERAGE CORP | $14,954 | $39,405 |
| MORGAN STANLEY | $19,254 | $22,846 |
| NASDAQ OMX GRP INC | $9,109 | $18,023 |
| NESTLES A REP RG SH ADR | $14,750 | $22,085 |
| NETFLIX COM INC | $38,015 | $58,426 |
| NORTHROP GRUMMAN CORP | $10,181 | $19,662 |
| NOVARTIS ADR | $12,276 | $17,569 |
| NOVO-NORDISK A S ADR DENMARK | $4,902 | $26,276 |
| NVIDIA CORP | $7,190 | $97,558 |
| NXP SEMICONDUCTORS NV | $7,374 | $12,632 |
| ORACLE CORP | $20,907 | $53,242 |
| PACCAR INC | $9,482 | $10,937 |
| PAYPAL HOLDINGS INC | $20,403 | $11,729 |
| PEPSICO INC | $12,469 | $15,116 |
| PFIZER INC | $37,327 | $24,212 |
| PIONEER NAT RES CO | $2,285 | $6,297 |
| PNC FINL SVCS GROUP INC | $10,474 | $12,698 |
| PROGRESSIVE CRP OHIO | $17,018 | $28,830 |
| PROLOGIS INC | $30,089 | $33,992 |
| PROSHARES RUSSELL 2000 DIV GROWERS | $131,580 | $130,020 |
| QUALCOMM INC | $10,009 | $23,575 |
| REGENERON PHARMACEUTICALS | $10,928 | $28,984 |
| ROCHE HLDG LTD SPONS ADR SWITZERLAND | $13,623 | $13,731 |
| RTX CORP | $17,632 | $17,922 |
| SALESFORCE COM INC | $25,606 | $44,997 |
| SANDOZ GROUP AG | $659 | $1,088 |
| SEI INVT CO PA PV $0.01 | $11,947 | $16,332 |
| SHOPIFY INC CL A | $20,597 | $27,577 |
| SOUTHERN COMPANY | $18,554 | $23,210 |
| STARBUCKS CORP | $15,148 | $22,850 |
| TARGET CORP | $23,126 | $21,790 |
| TESLA INC | $62,210 | $69,077 |
| THERMO FISHER SCIENTIFIC INC | $18,596 | $18,047 |
| UNION PACIFIC CORP | $14,483 | $27,509 |
| VERTEX PHARMCTLS INC | $17,375 | $35,806 |
| VISA INC CL A | $6,913 | $71,076 |
| WISDOMTREE EMERGING MKTS HIGH DIV FD | $42,714 | $44,545 |
| WORKDAY INC | $7,735 | $16,011 |
| YUM BRANDS INC | $7,330 | $15,156 |
| YUM CHINA HLDGS INC | $3,724 | $5,855 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $345,023 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $348,079 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABBEY CAPITAL FUTURES STRATEGY FD CL I | FMV | $113,000 | $97,713 |
| BLACKROCK EVENT DRIVEN EQ FD INSTL SHS | FMV | $125,000 | $126,520 |
| JOHN HANCOCK SEAPORT LONG/SHORT FD CL R6 | FMV | $75,000 | $75,728 |
| NEUBERGER BERMAN LONG SHORT FD INST CL | FMV | $108,000 | $133,498 |
| OIL & GAS MINERAL INTERESTS | FMV | $1 | $1,094,663 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EO BOARD INSURANCE | $1,740 | $1,566 | $174 |
| OTHER ROYALTY EXPENSES | $4,308 | $4,308 | $0 |
| IRS PENALTIES | $8 | $8 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| RECLAIMED DIVIDENDS/ASSETS | $859 | $859 | $859 |
| ROYALTY INCOME - TARGA RESOURCES | $50 | $50 | $50 |
| REIMBURSED FOREIGN TAX W/H | $221 | $221 | $221 |
| ROYALTY INCOME - OIL & GAS | $242,230 | $242,230 | $242,230 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT & RELATED FEES | $42,335 | $38,102 | $4,234 |
| BOA INV MGMT FEES - MINERALS | $13,334 | $13,334 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $1,144 | $1,144 | $0 |
| AD VALOREM TAX - MINERALS | $12,127 | $12,127 | $0 |