TRI THORNTON FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
TRI THORNTON FOUNDATION (EIN 45-4732528)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-03
IRS object ID
202442779349100014
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)
Return2024-10-03T14:35:00-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GINDLER CHAPPELL MORRISON & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 E ANDERSON LANE STE 250AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78752ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454732528EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRI THORNTON FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRITBusinessNameControlTxt
Phone5126154431PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19063 FM 2244AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78733ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT A STREHLIPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone5126154431PhoneNum
Signature2024-10-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACK B GINDLERPreparerPersonNm
PTINP00267601PTIN
Phone5128339600PhoneNum
Preparation2024-10-03PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$227,679DividendsRevAndExpnssAmt
Dividends Net Invst Incm$227,679DividendsNetInvstIncmAmt
Total Rev And Expnss$227,679TotalRevAndExpnssAmt
Total Net Invst Incm$227,679TotalNetInvstIncmAmt
Taxes Rev And Expnss$2,770TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,770TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$59OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$59OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,829TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,829TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$375,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$375,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$378,029TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,829TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$375,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$150,350ExcessRevenueOverExpensesAmt
Net Investment Income$224,850NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$135,290CashBOYAmt
Cash EOY$170,230CashEOYAmt
Prepaid Expenses BOY-$490PrepaidExpensesBOYAmt
Prepaid Expenses EOY-$3,260PrepaidExpensesEOYAmt
Corporate Stock BOY$6,612,395CorporateStockBOYAmt
Corporate Stock EOY$6,429,875CorporateStockEOYAmt
Total Assets BOY$6,747,195TotalAssetsBOYAmt
Total Assets EOY$6,596,845TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Other Liabilities BOY$5,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$5,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$5,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,000TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,742,195NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,591,845NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,742,195TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,591,845TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,747,195TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,596,845TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,742,195TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$150,350ExcessRevenueOverExpensesAmt
Subtotal$6,591,845SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,591,845TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,125InvestmentIncomeExciseTaxAmt
Subtotal$3,125SubtotalAmt
Tax Based On Investment Income$3,125TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$135EsPenaltyAmt
Tax Due$3,260TaxDueAmt

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 AssetsfalseAtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressINFO@CFORR.ORGWebsiteAddressTxt
Individual With BooksGLEN W SIMPSONIndividualWithBooksNm
Phone5126154431PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19063 FM 2244AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78733ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SCOTT A STREHLI
9063 FM 2244AUSTINTX78733SECRETARY000.00$0$0$0
GLEN W SIMPSON
9063 FM 2244AUSTINTX78733TREASURER000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DONATIONS TO COMMUNITIES FOR RECOVERYDescription1Txt
Expenses1$350,200Expenses1Amt
Description2CAPITOL AREA COUNCIL BOY SCOUTSDescription2Txt
Expenses2$25,000Expenses2Amt

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$6,521,135AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$177,178AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,698,313TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$6,698,313AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$100,475CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,597,838NetVlNoncharitableAssetsAmt
Minimum Investment Return$329,892MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$329,892MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,125TaxBasedOnInvestmentIncomeAmt
Total Tax$3,125TotalTaxAmt
Distributable Before Adj$326,767DistributableBeforeAdjAmt
Distributable Before Ded$326,767DistributableBeforeDedAmt
Distributable As Adjusted$326,767DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$375,200ExpensesAndContributionsAmt
Qualifying Distributions$375,200QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$326,767DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$9,906ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$53,516ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$92,969ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$156,391TotalExcessDistributionCyovAmt
Qualifying Distributions$375,200QualifyingDistributionsAmt
Applied To Current Year$326,767AppliedToCurrentYearAmt
Remaining Distri From Corpus$48,433RemainingDistriFromCorpusAmt
Total Corpus$204,824TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$204,824ExcessDistriCyovToNextYrAmt
Excess From Year4$9,906ExcessFromYear4Amt
Excess From Year2$53,516ExcessFromYear2Amt
Excess From Year1$92,969ExcessFromYear1Amt
Excess From Current Year$48,433ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGLEN W SIMPSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19063 FM 2244AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78733ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5126154431RecipientPhoneNum
Recipient Email AddressINFO@CFORR.ORGRecipientEmailAddressTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMMUNITIES FOR RECOVERY
4110 GUADALUPE BLDG 635AUSTINTX78751FUND CHARITABLE PURPOSE$350,200
CAPITOL AREA COUNCIL BOY SCOUTS
12500 N IH 35AUSTINTX78753FUND CHARITABLE PURPOSE$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$375,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$227,679ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$227,679ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$227,679TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmt
482740 SHS TRI CL A PREFERRED
470740 SHS TRI CL A PREFERRED$6,429,875

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK CHARGES$59$59

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescLOAN FROM TRIDesc
BOY Book Value$5,000BOYBookValueAmt
EOY Book Value$5,000EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$2,770Amt
Net Investment Income$2,770NetInvestmentIncomeAmt

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