CAPRIO FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CAPRIO FAMILY FOUNDATION (EIN 87-3546197)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-05
- IRS object ID
- 202442189349100319
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-05T18:16:26Z | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431871840 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HRB TAX GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 MAIN ST STE 104E | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | 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 | 873546197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPRIO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAPR | BusinessNameControlTxt |
| Phone | 5125358289 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4920 CREEK MEADOW COVE | AddressLine1Txt |
| City | Spicewood | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78669 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK CAPRIO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5125358289 | PhoneNum |
| Signature | 2024-07-30 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Runjethammal Doraisingam | PreparerPersonNm |
| PTIN | P00496681 | PTIN |
| Phone | 8004725625 | PhoneNum |
| Preparation | 2024-08-05 | PreparationDt |
| 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 | $151,772 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Net Invst Incm | $1,087 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,669 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $83,754 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$6,669 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,087 | TotalNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,940 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,940 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,940 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,940 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,609 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,087 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $157,917 | CashBOYAmt |
| Cash EOYFMV | $21,421 | CashEOYFMVAmt |
| Corporate Stock EOYFMV | $115,901 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $14,450 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $157,917 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $151,772 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | -$15,609 | ExcessRevenueOverExpensesAmt |
| Subtotal | -$15,609 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | -$15,609 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ANNALY CAPITAL MGMT INC | P | 2023-01-01 | 2023-12-31 | $15,107 | $18,381 | -$3,274 | -$3,274 |
| BUILDERS FIRSTSOURCE INC | P | 2023-01-30 | 2023-04-19 | $23,717 | $19,342 | $4,375 | $4,375 |
| CITIZENS FINL GROUP INC | P | 2022-08-19 | 2023-03-10 | $34,380 | $39,450 | -$5,070 | -$5,070 |
| FARMLAND PARTNERS INC COM | P | 2023-01-17 | 2023-02-27 | $10,550 | $13,250 | -$2,700 | -$2,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,669 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,669 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15 | SubtotalAmt |
| Tax Based On Investment Income | $15 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $15 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | false | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| 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 | MARK CAPRIO | IndividualWithBooksNm |
| Phone | 5125358289 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4920 CREEK MEADOW COVE | AddressLine1Txt |
| City | Spicewood | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78669 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARK CAPRIO | ||||||
| 4920 CREEK MEADOW COVE | Spicewood | TX | 78669 | PRESIDENT | 4.00 | $0 |
| POLLY CAPRIO | ||||||
| 4920 CREEK MEADOW | Spicewood | TX | 78669 | SECRETARY | 4.00 | $0 |
| STACY CAPRIO | ||||||
| 4920 CREEK MEADOW COVE | Spicewood | TX | 78669 | TREASURER | 4.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EMMAUS CATHOLIC PARISH | Description1Txt |
| Expenses1 | $5,390 | Expenses1Amt |
| Description2 | ST VINCENT DE PAUL CHURCH | Description2Txt |
| Expenses2 | $750 | Expenses2Amt |
| Description3 | POWER FOR PARKINSONS | Description3Txt |
| Expenses3 | $300 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $115,901 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,421 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,450 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $151,772 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $151,772 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,277 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $149,495 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,475 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15 | TotalTaxAmt |
| Distributable Before Adj | $7,460 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,460 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,460 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,940 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $8,940 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,460 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $8,940 | QualifyingDistributionsAmt |
| Undistributed Income CY | $7,460 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ST VINCENT DE PAUL CHURCH | ||||||
| 1718 LOHMANS CROSSING RD | Austin | TX | 78734 | DONATION | $750 | |
| KEHLAT SHAR SHALOM | ||||||
| 2734 RHODE ISLAND AVE | Golden Valley | MN | 55426 | DONATION | $1,500 | |
| POWER FOR PARKINSONS | ||||||
| 5555 N LAMAR BLVD | Austin | TX | 78751 | DONATION | $300 | STE C109 |
| EMMAUS CATHOLIC PARISH | ||||||
| 1718 LOHMANS CROSSING RD | Austin | TX | 78734 | DONATION | $5,390 | |
| LAMB AND LORD MINISTRIES | ||||||
| 3500 N IH 35 | Austin | TX | 78681 | DONATION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,940 | TotalGrantOrContriPdDurYrAmt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB 11555033 EQUITIES | StockNm |
| EOYFMV | $115,901 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB 11555033 OTHER ASSETS | CategoryOrItemTxt |
| EOYFMV | $14,450 | EOYFMVAmt |
Comments