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RON AND SUZANNE HARRIS FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
RON AND SUZANNE HARRIS FAMILY FOUNDATION (EIN 27-2345853)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-09-15
IRS object ID
202442599349100009
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

FieldValueIRS element (for citing)
Return2024-09-15T14:29:01-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN822760175PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STALLOP COMPTON & ROBILLARD PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15000 PLAZA ON THE LAKE SUITE 325AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78746ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN272345853EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RON AND SUZANNE HARRIS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRONABusinessNameControlTxt
Phone5125054111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11221 S MOPAC EXPY SUITE 260AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78746ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRON HARRISPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5125054111PhoneNum
Signature2024-09-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH COMPTONPreparerPersonNm
PTINP00541630PTIN
Phone5123272000PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,049,414FMVAssetsEOYAmt
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$305,958InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$305,958InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$35,649DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,649DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,093NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$550,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,093CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$344,700TotalRevAndExpnssAmt
Total Net Invst Incm$344,700TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,125AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,563AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,562AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,470TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$741OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$741OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,336TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,304TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,562TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$527,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$527,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$533,336TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,304TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$528,562TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$188,636ExcessRevenueOverExpensesAmt
Net Investment Income$342,396NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,524,868CashBOYAmt
Cash EOY$5,957,844CashEOYAmt
Cash EOYFMV$5,957,844CashEOYFMVAmt
US Government Obligations BOY$1,271,253USGovernmentObligationsBOYAmt
US Government Obligations EOY$696,233USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$696,233USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,637,351CorporateStockBOYAmt
Corporate Stock EOY$3,304,728CorporateStockEOYAmt
Corporate Stock EOYFMV$3,304,728CorporateStockEOYFMVAmt
Other Investments BOY$112,419OtherInvestmentsBOYAmt
Other Investments EOY$90,609OtherInvestmentsEOYAmt
Other Investments EOYFMV$90,609OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,545,891TotalAssetsBOYAmt
Total Assets EOY$10,049,414TotalAssetsEOYAmt
Total Assets EOYFMV$10,049,414TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$9,545,891RetainedEarningBOYAmt
Retained Earning EOY$10,049,414RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,545,891TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,049,414TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,545,891TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,049,414TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,545,891TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$188,636ExcessRevenueOverExpensesAmt
Other Increases$692,325OtherIncreasesAmt
Subtotal$10,049,580SubtotalAmt
Other Decreases$166OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,049,414TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$550,000$550,000$0$0
FROM K-1 - 2717 CRN LPP$3,093$3,093
FieldValueIRS element (for citing)
Capital Gain Net Income$3,093CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,759InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,759SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,759TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$6,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,000TotalPaymentsAndCreditsAmt
Es Penalty$112EsPenaltyAmt
Overpayment$1,129OverpaymentAmt
Applied To ES Tax$1,129AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5125054111PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11221 S MOPAC EXPY SUITE 260AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78746ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
RON HARRIS
301 BENT TREE COURTAUSTINTX78746DIRECTOR5.00$0$0$0
SUZANNE HARRIS
301 BENT TREE COURTAUSTINTX78746DIRECTOR5.00$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
Contractor Paid Over50k0ContractorPaidOver50kCnt

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$4,078,513AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,036,893AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,115,406TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,115,406AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$151,731CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,963,675NetVlNoncharitableAssetsAmt
Minimum Investment Return$498,184MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$498,184MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,759TaxBasedOnInvestmentIncomeAmt
Income Tax$393IncomeTaxAmt
Total Tax$5,152TotalTaxAmt
Distributable Before Adj$493,032DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$493,032DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$493,032DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$528,562ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$528,562QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$493,032DistributableAsAdjustedAmt
Undistributed Income PY$480,668UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$528,562QualifyingDistributionsAmt
Applied To Year1$480,668AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$47,894AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$445,138UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRON HARRISRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11221 S MOPAC EXPY SUITE 260AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78746ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5125054111RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORM REQUIREDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsMUST MEET THE DEFINITION WITHIN INTERNAL REVENUE SERVICE CODE 501(C)(3)RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CAMPUS CRUSADE FOR CHRIST
100 LAKE HART DRIVEORLANDOFL32832NONEPCRELIGIOUS/SPIRITUAL DEVELOPMENT$110,000
COMMUNITY FIRST CAPITAL
PO BOX 524LANCASTERPA176080524NONEPCSOCIAL WELFARE$10,000
EAST AUSTIN YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO809010520NONEPCRELIGIOUS/SPIRITUAL DEVELOPMENT$10,000
FAMILY RESEARCH COUNCIL
801 G ST NWWASHINGTONDC20001NONEPCSOCIAL WELFARE$5,000
HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NE 400WASHINGTONDC20002NONEPCSOCIAL WELFARE$5,000
HONOR FLIGHT AUSTIN
1108 LAVACA STREET STE 110 BOX 609AUSTINTX78701NONEPCSOCIAL WELFARE$5,000
JUDICIAL WATCH
425 THIRD STREETSW SUITE 800WASHINGTONDC20024NONEPCSOCIAL WELFARE$5,000
NEW HORIZONS FOUNDATION INC
731 CHAPEL HILLS DRCOLORADO SPRINGSCO80920NONEPCSOCIAL WELFARE$10,000
RBI AUSTIN
500 E ST JOHNS AVE SUITE 1420AUSTINTX78752NONEPCSOCIAL WELFARE$5,000
SHRINERS HOSPITALS FOR CHILDREN
2900 ROCKY POINT DRTAMPAFL33607NONEPCMEDICAL TREATMENT$5,000
SISTERS OF DIVINE PROVIDENCE
515 SW 24TH STSAN ANTONIOTX78207NONEPCRELIGIOUS/SPIRITUAL DEVELOPMENT$5,000
ST IGNATIUS MARTYR CATHOLIC SCHOOL
120 W OLTORF STAUSTINTX78704NONEPCEDUCATION$5,000
STONERIDGE FOUNDATION
8625 SOUTHWEST CASCADE AVENUE SUITEBEAVERTONOR97008NONEPCMEDICAL TREATMENT$50,000240
TEXAS ALLIANCE FOR LIFE TRUST FUND
8000 CENTRE PARK DR 380AUSTINTX78754NONEPCSOCIAL WELFARE$5,000
TEXAS PUBLIC POLICY FOUNDATION
901 CONGRESS AVENUEAUSTINTX78701NONEPCSOCIAL WELFARE$10,000
THOMAS MORE SOCIETY
309 W WASHINGTON ST STE 1250CHICAGOIL60606NONEPCSOCIAL WELFARE$10,000
THRU THE BIBLE
PO BOX 7100PASADENACA91109NONEPCRELIGIOUS/SPIRITUAL DEVELOPMENT$20,000
UT SOUTHWESTERN MEDICAL CENTER
5323 HARRY HINES BLVDDALLASTX753909002NONEPCMEDICAL TREATMENT$50,000
AWAKENING HOPE MINISTRIES
8609 SUGARBERRY CRKBRAINERDMN56401NONEPCRELIGIOUS/SPIRITUAL DEVELOPMENT$2,000
THE REFUGE FOR DMST
PO BOX 90804AUSTINTX787090804NONEPCSOCIAL WELFARE$50,000
ST JUDE CHIRLDREN'S RESEARCH HOPSITAL
501 ST JUDE PLACEMEMPHISTN38105NONEPCMEDICAL TREATMENT$50,000
THE AUSTIN STONE COMMUNITY CHURCH
104 E HIGHLAND MALL BLVD SUITE 110AUSTINTX78752NONEPCRELIGIOUS/SPIRITUAL DEVELOPMENT$50,000
CENTRAL TEXAS SUMMIT CHRISTIAN SCHOOL SYSTEM INC
2121 CYPRESS CREEK RDCEDAR PARKTX786133504NONEPCEDUCATION$20,000
REDEEMER CITY TO CITY
57 W 57TH ST 4TH FLOORNEW YORKNY10019NONEPCRELIGIOUS/SPIRITUAL DEVELOPMENT$20,000
SAN JUAN DIEGO CATHOLIC HIGH SCHOOL
2512 S 1ST STAUSTINTX78704NONEPCEDUCATION$5,000
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306NONEPCSOCIAL WELFARE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$527,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$305,958ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,649ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,093ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$344,700ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$344,700TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,125Amt
Net Investment Income$1,563NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,562DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SBUX$825,686$825,686
ORCL$261,051$261,051
PYPL$63,866$63,866
MSFT$1,654,576$1,654,576
LOPE$396,120$396,120
EBAY$45,365$45,365
GDOT$58,064$58,064

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$696,233StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$696,233StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or Item221 VEC, LPCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$90,609BookValueAmt
EOYFMV$90,609EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNONDEDUCTIBLE EXPENSES FROM PASSTHROUGHDesc
Amt$166Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
221 VEC, LP$521$521$0
2717 CRN, LP$220$220$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN/LOSS$641,075
TAX EXEMPT INTEREST INCOME$51,250

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$2,470Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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