CHARLES S & RUTH C SHARP FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CHARLES S & RUTH C SHARP FOUNDATION INC (EIN 75-6045366)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-13
IRS object ID
202501339349101860
Schema version
2024v5.1
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)
Return2025-05-13T09:53:26-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752009214PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HALLA MARLOWE COUTANT & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18150 N CENTRAL EXPRESSWAY STE 1620AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752061986ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN756045366EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RUTH C AND CHARLES S SHARP FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRUTHBusinessNameControlTxt
Phone9722216202PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12626 COLE AVE LB 24AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN F SHARPPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9722216202PhoneNum
Signature2025-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH T COUTANTPreparerPersonNm
PTINP01016019PTIN
Phone2143738117PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,367,386FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$210,759ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$260InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$260InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$224,313DividendsRevAndExpnssAmt
Dividends Net Invst Incm$224,313DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$636,409NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,437,233GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$636,409CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$108,696OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$108,696OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,180,437TotalRevAndExpnssAmt
Total Net Invst Incm$969,678TotalNetInvstIncmAmt
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$9,317AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,317AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$108,231OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$108,231OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$24,708TaxesRevAndExpnssAmt
Taxes Net Invst Incm$24,708TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,260OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,260OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$152,516TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$152,516TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$544,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$544,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$697,216TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$152,516TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$544,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$483,221ExcessRevenueOverExpensesAmt
Net Investment Income$817,162NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$101,368CashBOYAmt
Cash EOY$88,955CashEOYAmt
Cash EOYFMV$88,955CashEOYFMVAmt
Sav And Temp Cash Invst BOY$515,928SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$749,074SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$749,074SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$5,267AcctRcvblAmt
Acct Rcvbl BOY$5,713AcctRcvblBOYAmt
Acct Rcvbl EOY$5,267AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$5,267AcctRcvblEOYFMVAmt
US Government Obligations BOY$1,196,832USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,429,734USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,432,524USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,409,994CorporateStockBOYAmt
Corporate Stock EOY$4,352,901CorporateStockEOYAmt
Corporate Stock EOYFMV$11,005,858CorporateStockEOYFMVAmt
Other Investments BOY$589,331OtherInvestmentsBOYAmt
Other Investments EOY$552,143OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,067,096OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$5,181LandBldgEquipCostOrOtherBssAmt
Land BOY$5,181LandBOYAmt
Land EOY$5,181LandEOYAmt
Land EOYFMV$5,181LandEOYFMVAmt
Other Assets BOY$7,981OtherAssetsBOYAmt
Other Assets EOY$13,431OtherAssetsEOYAmt
Other Assets EOYFMV$13,431OtherAssetsEOYFMVAmt
Total Assets BOY$6,832,328TotalAssetsBOYAmt
Total Assets EOY$7,196,686TotalAssetsEOYAmt
Total Assets EOYFMV$14,367,386TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,832,328NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$7,196,686NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,832,328TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,196,686TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,832,328TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,196,686TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,832,328TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$483,221ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,315,549SubtotalAmt
Other Decreases$118,863OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,196,686TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
APPLE INCP2024-01-11$135,877$12,084$123,793$123,793
SPROUTS FARMERS MARKETSP2024-01-26$110,256$38,868$71,388$71,388
US TREASURY NOTE 2.750% FEB 15 2024P2024-02-15$245,000$245,000$0$0
APPLE INCP2024-03-07$105,025$10,133$94,892$94,892
SPROUTS FARMERS MARKETSP2024-03-07$56,572$15,391$41,181$41,181
QUALCOMM INCP2024-04-18$90,700$1,564$89,136$89,136
SPROUTS FARMERS MARKETSP2024-04-18$59,261$16,246$43,015$43,015
US TREASURY NOTE 2.000% MAY 31 2024P2024-05-31$425,000$425,000$0$0
QUALCOMM INCP2024-06-13$74,565$1,016$73,549$73,549
SHELL PLCP2024-06-13$77,592$37,187$40,405$40,405
SPROUTS FARMERS MARKETSP2024-06-13$75,202$17,101$58,101$58,101
SPIRIT AEROSYSTEMS HLDGSP2024-07-02$295,454$363,757-$68,303-$68,303
US TREASURY NOTE 3.000% JUL 31 2024P2024-07-31$550,000$550,000$0$0
US TREASURY NOTE 3.250% AUG 31 2024P2024-09-03$100,000$100,000$0$0
SPROUTS FARMERS MARKETSP2024-09-19$82,717$13,459$69,258$69,258
SIRIUS XM HLDGS INCP2024-09-23$12$18-$6-$6
US TREASURY NOTE 4.375% OCT 31 2024P2024-10-31$335,000$335,000$0$0
US TREASURY NOTE 4.500% NOV 30 2024P2024-12-02$619,000$619,000$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$636,409CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,359InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,359SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,359TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,993EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,993TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$69EsPenaltyAmt
Tax Due$2,435TaxDueAmt

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
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 Line1PENN DAVIS MCFARLAND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2148712772PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12626 COLE AVE STE 504AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75204ZIPCd
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
SALLY S HARRIS
LB 24 2626 COLE AVEDALLASTX75204VICE PRESIDENT & DIRECTOR4.00$0$0$0
SUSAN F SHARP
LB 24 2626 COLE AVEDALLASTX75204PRESIDENT & DIRECTOR4.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,247,487AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$743,857AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,991,344TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,991,344AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$194,870CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,796,474NetVlNoncharitableAssetsAmt
Minimum Investment Return$639,824MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$639,824MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,359TaxBasedOnInvestmentIncomeAmt
Income Tax$6,722IncomeTaxAmt
Total Tax$18,081TotalTaxAmt
Distributable Before Adj$621,743DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$621,743DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$621,743DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$544,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$544,700QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$621,743DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$12,880ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$23,849ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$36,729TotalExcessDistributionCyovAmt
Qualifying Distributions$544,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$544,700AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$36,729ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$36,729ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$40,314UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DENISON FORUM
17304 PRESTON RD SUITE 1060DALLASTX75252NONE501(C)(3)SUPPORT CHARITABLE ACTIVITIES$10,000
ESSELSTYN FOUNDATION
3 PEPPER RIDGE RDCLEVELANDOH44124NONE501(C)(3)SUPPORT CHARITABLE ACTIVITIES$5,000
GLORY B
PO BOX 453261GARLANDTX75045NONE501(C)(3)SUPPORT CHARITABLE ACTIVITIES$6,000
GOULD FARM
100 GOULD ROAD PO BOX 157MONTEREYMA01245NONE501(C)(3)SUPPORT CHARITABLE ACTIVITIES$5,000
IN-SYNC EXOTICS
PO BOX 968WYLIETX75098NONE501(C)(3)SUPPORT CHARITABLE ACTIVITIES$75,000
REA'S HOPE
4500 SPRING AVEDALLASTX75210NONE501(C)(3)SUPPORT CHARITABLE ACTIVITIES$6,000
SALVATION ARMY
5302 HARRY HINES BLVDDALLASTX75235NONE501(C)(3)SUPPORT CHARITABLE ACTIVITIES$52,500
SERVICE DOGS INC
4925 BELL SPRINGS RDDRIPPING SPRINGSTX78620NONE501(C)(3)SUPPORT CHARITABLE ACTIVITIES$100,000
ST JAMES PLACE
352 MAIN STGREAT BARRINGTONMA01230NONE501(C)(3)SUPPORT CHARITABLE ACTIVITIES$265,000
VICKERY TRADING COMPANY
PO BOX 820183DALLASTX75382NONE501(C)(3)SUPPORT CHARITABLE ACTIVITIES$1,200
VOLUNTEER NOW
2800 LIVE OAK STDALLASTX75204NONE501(C)(3)SUPPORT CHARITABLE ACTIVITIES$5,000
FOUNDATION OF THE CALLIER CENTER
1966 INWOOD RDDALLASTX75235NONE501(C)(3)SUPPORT CHARITABLE ACTIVITIES$10,000
TRINITY LIME ROCK
484 LIME ROCK RDLAKEVILLECT06039NONE501(C)(3)SUPPORT CHARITABLE ACTIVITIES$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$544,700TotalGrantOrContriPdDurYrAmt
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$260ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$224,313ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business211100BusinessCd
Unrelated Business Taxbl Incm$108,696UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$636,409ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$108,696UnrelatedBusinessTaxblIncmAmt
Exclusion$860,982ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$969,678TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
SALLY S HARRIS
149 LOCUST HILL RDGREAT BARRINGTONMA01230$106,351Yes (X)
SALLY S HARRIS
249 LOCUST HILL RDGREAT BARRINGTONMA01230$104,408Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1ALPHABET INC COMMON STOCK, 720 SHARES$106,3512024-01-22
2ALPHABET INC COMMON STOCK, 620 SHARES$104,4082024-08-19

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & LEGAL FEESCategoryTxt
Amt$9,317Amt
Net Investment Income$9,317NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockUS CORPORATE SECURITIESStockNm
EOY Book Value$4,352,901EOYBookValueAmt
EOYFMV$11,005,858EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,429,734USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,432,524USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFOREIGN CORPORATE SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$552,143BookValueAmt
EOYFMV$1,067,096EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INTERESTDesc
BOY Book Value$7,981BOYBookValueAmt
EOY Book Value$13,431EOYBookValueAmt
EOYFMV$13,431EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescSECURITIES BASIS ADJUSTMENTDesc
Amt$118,863Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSESDesc
Revenue And Expenses Per Books$10,260RevenueAndExpensesPerBooksAmt
Net Investment Income$10,260NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INCOME FROM PASS-THROUGH INVESTMENTS$56,963$56,963$56,963
OIL & GAS ROYALTIES, NET$39,096$39,096$39,096
LITIGATIONI$11,424$11,424$11,424
OTHER INCOME$1,213$1,213$1,213

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANGEMENT FEESCategoryTxt
Amt$108,231Amt
Net Investment Income$108,231NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES PAID ON FOREIGN INVESTMENT INCOME$1,132$1,132$0
EXCISE TAX$22,782$22,782$0
PROPERTY TAXES$794$794$0

Comments

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