BETA

CAPRIO FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CAPRIO FAMILY FOUNDATION (EIN 87-3546197)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202511349349105096
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)
Return2025-05-15T01:02:21ZReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431871840PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HRB TAX GROUP INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 MAIN ST STE 104EAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN873546197EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAPRIO FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAPRBusinessNameControlTxt
Phone5125358289PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14920 CREEK MEADOW COVEAddressLine1Txt
CitySpicewoodCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78669ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK CAPRIOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5125358289PhoneNum
Signature2025-05-13SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRunjethammal DoraisingamPreparerPersonNm
PTINP00496681PTIN
Phone8004725625PhoneNum
Preparation2025-05-14PreparationDt
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$150,823FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Net Invst Incm$5,285DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$37,256NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$256,087GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$37,256CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$11,647NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$37,256TotalRevAndExpnssAmt
Total Net Invst Incm$42,541TotalNetInvstIncmAmt
Total Adj Net Incm$11,647TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$350OtherProfFeesRevAndExpnssAmt
Interest Net Invst Incm$1,059InterestNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$350TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,059TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,350TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,059TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$23,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13,906ExcessRevenueOverExpensesAmt
Net Investment Income$41,482NetInvestmentIncomeAmt
Adjusted Net Income$11,647AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,421CashBOYAmt
Corporate Stock BOY$115,901CorporateStockBOYAmt
Corporate Stock EOYFMV$150,823CorporateStockEOYFMVAmt
Other Investments BOY$14,450OtherInvestmentsBOYAmt
Total Assets BOY$151,772TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$150,823TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$13,906ExcessRevenueOverExpensesAmt
Subtotal$13,906SubtotalAmt
Tot Net Ast Or Fund Balances EOY$13,906TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
25SH BILL HOLDINGSP2024-09-042024-12-10$2,234$1,366$868$868
350SH CHARLES SCHWABP2024-07-232024-08-20$22,748$23,016-$268-$268
102.9365 SH ABBVIEP2022-11-092024-04-01$18,541$14,859$3,682$3,682
150 SH DIAGEO PLCP2023-12-182024-03-18$21,958$21,557$401$401
50.2768SH ELI LILLYP2023-01-132024-04-01$38,180$19,925$18,255$18,255
25 SH ELI LILLYP2024-07-162024-11-06$19,249$23,747-$4,498-$4,498
1069.3907 SH ENERGY TRANSFERP2022-11-182024-04-01$16,821$12,970$3,851$3,851
600SH GLOBAL X URANIUMP2024-01-122024-03-05$16,605$18,726-$2,121-$2,121
525.2509 SH IRIDIUM COMMP2023-11-282024-01-29$18,397$9,127$9,270$9,270
525.2509 SH KINDER MORGANP2022-11-042024-03-15$9,262$9,441-$179-$179
5 SH MICROSTRATTEGYP2024-10-232024-12-16$2,187$1,075$1,112$1,112
4 SH MOOG INCP2024-07-162024-12-19$766$778-$12-$12
175 SH NOVO NORDISKP2024-07-162024-07-23$23,413$24,673-$1,260-$1,260
200 SH SAREPTA THERAPEUTICSP2023-11-092024-03-15$24,695$15,936$8,759$8,759
6 SH SNAP ONP2024-07-112024-12-10$2,134$1,602$532$532
1500 SH TALOS ENERGYP2024-01-292024-03-08$18,897$20,033-$1,136-$1,136
FieldValueIRS element (for citing)
Capital Gain Net Income$37,256CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$11,647NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$577InvestmentIncomeExciseTaxAmt
Subtotal$577SubtotalAmt
Tax Based On Investment Income$577TaxBasedOnInvestmentIncomeAmt
Es Penalty$29EsPenaltyAmt
Tax Due$606TaxDueAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
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 AddressN/AWebsiteAddressTxt
Individual With BooksMARK CAPRIOIndividualWithBooksNm
Phone5125358289PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14920 CREEK MEADOW COVEAddressLine1Txt
CitySpicewoodCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78669ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MARK CAPRIO
4920 CREEK MEADOW COVESpicewoodTX78669PRESIDENT4.00$0
POLLY CAPRIO
4920 CREEK MEADOWSpicewoodTX78669SECRETARY4.00$0
STACY CAPRIO
4920 CREEK MEADOW COVESpicewoodTX78669TREASURER4.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1EMMAUSDescription1Txt
Expenses1$5,500Expenses1Amt
Description2ST VINCENT DEPAUL CHURCHDescription2Txt
Expenses2$5,000Expenses2Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$150,823AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$150,823TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$150,823AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,262CashDeemedCharitableAmt
Net Vl Noncharitable Assets$148,561NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,428MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,428MinimumInvestmentReturnAmt
Tax Based On Investment Income$577TaxBasedOnInvestmentIncomeAmt
Total Tax$577TotalTaxAmt
Distributable Before Adj$6,851DistributableBeforeAdjAmt
Distributable Before Ded$6,851DistributableBeforeDedAmt
Distributable As Adjusted$6,851DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$23,000ExpensesAndContributionsAmt
Qualifying Distributions$23,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,851DistributableAsAdjustedAmt
Qualifying Distributions$23,000QualifyingDistributionsAmt
Undistributed Income CY$6,851UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST VINCENT DE PAUL CHURCH
1718 LOHMANS CROSSING RDAustinTX78734DONATION$5,000
EMMAUS CATHOLIC PARISH
1718 LOHMANS CROSSING RDAustinTX78734DONATION$5,500
JUDICIAL WATCH
425 THIRD ST SW STE 800Fort McNairDC20024DONATION$2,000
KEHILAT SHAR SHALOM
2734 RHODE ISLAND AVEGolden ValleyMN55426DONATION$2,000
PRAGER UNIVERSITY FOUNDATION
15021 SHERMAN WAYSHERMANCA91043DONATION$3,050
DIOCESE OF AUSTIN
6225 E 290 HWYAustinTX78723DONATION$100
POWER FOR PARKINSONS
5555 N LAMAR BLVD STE C109AustinTX78751DONATION$100
BETHLEHEM MISSION IN ISRAEL
PO BOX 31383NacogdochesTX75963DONATION$1,000
NRA
11250 WAPLES MILL RDFairfaxVA22030DONATION$750
HANNON CUP
2200 UNIVERSITY CLUB DRAustinTX78732DONATION$1,000
CHRISTIAN GOLF FELLOWSHIP
5098 FOOTHILLS BLVD STE 3RosevilleCA95747DONATION$1,000
JDRF
200 VESEY STNew YorkNY10281DONATION$1,000
HOLY FAMILY
5600 VAUGH RDDexterMI48130DONATION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,000TotalGrantOrContriPdDurYrAmt

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

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOYFMV$150,823EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$350Amt

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