FURP.ORG / PUBLIC DATA EXPLORER

ALAN AND RUBY RIEDEL FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ALAN AND RUBY RIEDEL FOUNDATION (EIN 31-1520973)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-28
IRS object ID
202521189349100222
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)
Return2025-04-28T07:44:18-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN933549380PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LedgerWay IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13700 Buffalo Speedway Suite 1000AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77098ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311520973EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Alan and Ruby Riedel FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALANBusinessNameControlTxt
Phone7134128308PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1310 Live Oak StAddressLine1Txt
CityRound TopCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78954ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRuby RiedelPersonNm
Person TitlePresidentPersonTitleTxt
Signature2025-04-28SignatureDt
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 PersonCarol Cantrell CPA JDPreparerPersonNm
PTINP00047256PTIN
Phone4048730470PhoneNum
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$4,817,105FMVAssetsEOYAmt
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$2,642InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,642InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,642InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$65,867DividendsRevAndExpnssAmt
Dividends Net Invst Incm$65,867DividendsNetInvstIncmAmt
Dividends Adj Net Incm$65,867DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$81,784NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$81,784CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$150,293TotalRevAndExpnssAmt
Total Net Invst Incm$150,293TotalNetInvstIncmAmt
Total Adj Net Incm$68,509TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$3,616LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,616LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$3,616LegalFeesAdjNetIncmAmt
Taxes Rev And Expnss$36,213TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$39,829TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,616TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$3,616TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$380,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$380,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$419,829TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,616TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$3,616TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$380,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$269,536ExcessRevenueOverExpensesAmt
Net Investment Income$146,677NetInvestmentIncomeAmt
Adjusted Net Income$64,893AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$130,132CashBOYAmt
Cash EOY$198,819CashEOYAmt
Cash EOYFMV$198,819CashEOYFMVAmt
Corporate Stock BOY$3,939,508CorporateStockBOYAmt
Corporate Stock EOY$3,601,285CorporateStockEOYAmt
Corporate Stock EOYFMV$4,618,286CorporateStockEOYFMVAmt
Total Assets BOY$4,069,640TotalAssetsBOYAmt
Total Assets EOY$3,800,104TotalAssetsEOYAmt
Total Assets EOYFMV$4,817,105TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$4,069,640RetainedEarningBOYAmt
Retained Earning EOY$3,800,104RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,069,640TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,800,104TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,069,640TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,800,104TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,069,640TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$269,536ExcessRevenueOverExpensesAmt
Subtotal$3,800,104SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,800,104TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$81,784CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,039InvestmentIncomeExciseTaxAmt
Subtotal$2,039SubtotalAmt
Tax Based On Investment Income$2,039TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$2,039TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Amy RiedelBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7134128308PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1310 Live Oak StAddressLine1Txt
CityRound TopCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78954ZIPCd
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
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Ralph Riedel
2755 Terrwood Drive EastMacungiePA18062Secretary1.00$0
John Riedel
606 StoneleighHoustonTX77079President1.00$0
Amy Riedel Bone
310 N Live Oak StreetRound TopTX78954Treasurer1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,541,500AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$170,410AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,711,910TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,711,910AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$70,679CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,641,231NetVlNoncharitableAssetsAmt
Minimum Investment Return$232,062MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$232,062MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,039TaxBasedOnInvestmentIncomeAmt
Total Tax$2,039TotalTaxAmt
Distributable Before Adj$230,023DistributableBeforeAdjAmt
Distributable Before Ded$230,023DistributableBeforeDedAmt
Distributable As Adjusted$230,023DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$380,000ExpensesAndContributionsAmt
Qualifying Distributions$380,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$230,023DistributableAsAdjustedAmt
Undistributed Income PY$93,254UndistributedIncomePYAmt
Qualifying Distributions$380,000QualifyingDistributionsAmt
Applied To Year1$93,254AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$230,023AppliedToCurrentYearAmt
Remaining Distri From Corpus$56,723RemainingDistriFromCorpusAmt
Total Corpus$56,723TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$56,723ExcessDistriCyovToNextYrAmt
Excess From Current Year$56,723ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
The Ohio University Foundation
PO Box 869AthensOH45701NonePCEducational Purposes$10,000
St Jude Children's Research Hospita
501 St Jude PlaceMemphisTN38105NonePCCharitable and Scientific Purposes$10,000
Round Top Family Library
PO Box 245Round TopTX78954NonePCCharitable purposes$260,000
Spring Branch Animal and Bird Sanct
1408 WoodvineHoustonTX77055NoneGOVCharitable purposes$2,000
Project Purple
PO Box 884SeymourCT06483NonePCCharitable Purposes$5,000
ARTS
114 N Live Oak StFayettevilleTX78940NonePCCharitable Purposes.$2,500
Lou's Chapel
5843 Battle Creek RdSouth PittsburgTN37380NonePCReligious and charitable.$1,000
Fayetteville Community Center Group
PO BOX 122FAYETTEVILLETX78940NonePCCharitable Purposes$11,000
Fayette Community Foundation
PO Box 664La GrangeTX78945NonePCCharitable Purposes$5,500
Communities in Schools of Eastern P
739 N 12th StAllentownPA18102NonePCCharitable Purposes$25,000
Teaching Cleveland
14189 Washington BlvdClevelandOH44118NonePCCharitable Purposes$5,000
Gardenia Janssen Animal Shelter
240 Svoboda LnLa GrangeTX78945NonePCCharitable Purposes$1,000
College Golf Fellowship
5098 Foothills Blvd 3 Unit 138RosevilleCA95747NonePCCharitable Purposes$5,000
First Tee of Nashville
2009 Sevier StreetNashvilleTN37206NonePCCharitable Purposes$1,000
Philadelphia Skating Club
220 Holland AvenueArdmorePA19003NonePCCharitable Purposes$5,000
Arcola Chruch
24757 Arcola Mills DriveDullesVA20166NonePCCharitable Purposes$5,000
Samaritan's Purse
PO Box 300BooneNC28607NonePCCharitable Purposes$3,000
Dogs Inc
4210 77th Street EastPalmettoFL34221NonePCCharitable Purposes$3,000
Grace Bible Church
635 Hurst StreetHoustonTX77008NonePCReligion$10,000
Festival Hill Institute
PO Box 89Round TopTX78954NonePCArts$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$380,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,642ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$65,867ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$81,784ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$150,293ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$150,293TotalIncomeProducingActyAmt

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

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal and Professional FeesCategoryTxt
Legal Fees$3,616LegalFeesAmt
Net Investment Income$3,616NetInvestmentIncomeAmt
Adjusted Net Income$3,616AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2023 Excise TaxesCategoryTxt
Amt$36,213Amt