HOUSTON FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HOUSTON FAMILY FOUNDATION (EIN 20-3853573)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349105206
- Schema version
- 2022v5.0
- Note
- A later return for the same period supersedes this one.
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T13:00:40-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203853573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 6053366832 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 E 8TH ST STE 319 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571037031 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER IMPERT | PersonNm |
| Person Title | SVP | PersonTitleTxt |
| Phone | 6053366832 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $60,220,544 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,231 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,087,791 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,087,791 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$453,517 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,094,163 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $524,278 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $552,408 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,163,783 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,640,199 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $345,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $70,647 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $274,853 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,478 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,478 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $35,836 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,609 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,200 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,200 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $95,038 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $750 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,520 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $40,217 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,225 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,152 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $520,269 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $98,431 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $297,003 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,288,875 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,288,875 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,809,144 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $98,431 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,585,878 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,645,361 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,541,768 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,135,382 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $340,209 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $340,209 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $55,133,805 | CorporateStockBOYAmt |
| Corporate Stock EOY | $58,570,402 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,592,135 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,675,439 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,675,439 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,288,200 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $67,944,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,586,050 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,220,544 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $67,944,626 | CapitalStockBOYAmt |
| Capital Stock EOY | $64,586,050 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $67,944,626 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $64,586,050 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $67,944,626 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $64,586,050 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $67,944,626 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,645,361 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $65,299,265 | SubtotalAmt |
| Other Decreases | $713,215 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $64,586,050 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 13349.862 VANGUARD RUSSELL 3000-INST | 2021-12-29 | 2022-01-31 | $5,245,027 | $5,600,000 | -$354,973 | -$354,973 | |
| 8537.57409 VANGUARD TTL STK MKT-INST | 2022-01-31 | 2022-11-22 | $832,072 | $943,317 | -$111,245 | -$111,245 | |
| 1723.04591 VANGUARD TTL STK MKT-INST | 2022-11-22 | $167,928 | $197,526 | -$29,598 | -$29,598 | ||
| 1. DESERT PROJECTS LLC | 2019-02-27 | 2022-12-31 | $4,363 | -$4,363 | -$4,363 | ||
| CAPITAL GAIN DIVIDENDS | $17,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,064 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,064 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$453,517 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,431 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,431 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,431 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,272 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $24,272 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,841 | OverpaymentAmt |
| Applied To ES Tax | $2,841 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORSEY & WHITNEY TRUST COMPANY LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6053366832 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 E 8TH ST STE 319 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RICHARD FORDIANI | ||||||
| 401 E 8TH ST STE 319 | SIOUX FALLS | SD | 57103 | TRUSTEE | 1 | $15,177 |
| THEODORE GIATAS | ||||||
| 401 E 8TH ST STE 319 | SIOUX FALLS | SD | 57103 | TRUSTEE | 1 | $15,177 |
| DORSEY WHITNEY TRUST COMPANY LLC | ||||||
| 401 E 8TH ST STE 319 | SIOUX FALLS | SD | 57103 | TRUSTEE | 5 | $138,409 |
| JAMES R HOUSTON II | ||||||
| 401 E 8TH ST STE 319 | SIOUX FALLS | SD | 57103 | EXECUTIVE DIRECTOR/PRESIDENT | 40 | $150,177 |
| JAIMI HOUSTON | ||||||
| 401 E 8TH ST STE 319 | SIOUX FALLS | SD | 57103 | TRUSTEE | 1 | $11,383 |
| DAVID N RENNIE | ||||||
| 401 E 8TH ST STE 319 | SIOUX FALLS | SD | 57103 | TRUSTEE | 1 | $0 |
| TAMARA E HAIR | ||||||
| 401 E 8TH ST STE 319 | SIOUX FALLS | SD | 57103 | TRUSTEE | 1 | $15,177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $62,911,924 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,408,834 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,320,758 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,320,758 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $979,811 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,340,947 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,217,047 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,217,047 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,431 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,431 | TotalTaxAmt |
| Distributable Before Adj | $3,195,616 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,195,616 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,195,616 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,585,878 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,585,878 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,195,616 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,433,396 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Total For Prior Years | $1,357,612 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,585,878 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,433,396 | AppliedToYear1Amt |
| Applied To Prior Years | $152,482 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $1,205,130 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $1,205,130 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,195,616 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNITED SERVICE ORGANIZATIONS INC | ||||||||
| 2111 WILSON BLVD STE 1200 | ARLINGTON | VA | 22201 | N/A | PC | GENERAL OPERATING | $30,000 | |
| HANSON HOUSE FOUNDATION INC | ||||||||
| 380E PASEO EL MIRADOR | PALM SPRINGS | CA | 92262 | N/A | PC | GENERAL OPERATING | $27,500 | |
| ASSISTANCE LEAGUE COACHELLA VALLEY | ||||||||
| PO BOX 3056 | RANCHO MIRAGE | CA | 92270 | N/A | PC | GENERAL OPERATING | $10,000 | |
| DESERT BEST FRIENDS CLOSET | ||||||||
| 74040 HWY 111 STE F | PALM DESERT | CA | 92260 | N/A | PC | GENERAL OPERATING | $20,000 | |
| PUEBLO UNIDO CDC | ||||||||
| 78080 CALLE AMIGO STE 103 | LA QUINTA | CA | 92253 | N/A | PC | GENERAL OPERATING | $50,000 | |
| Old Town Artisan Studio Inc | ||||||||
| 78046 CALLE BARCELONA | La Quinta | CA | 92253 | N/A | PC | GENERAL OPERATING | $40,000 | |
| Food In Need of Distribution Inc | ||||||||
| PO BOX 10080 | Indio | CA | 92202 | N/A | PC | GENERAL FUND | $75,000 | |
| Desert AIDS Project | ||||||||
| 1695 N SUNRISE WAY | Palm Springs | CA | 92262 | N/A | PC | GENERAL OPERATING | $100,000 | |
| VARIETY-THE CHILDREN'S CHARITY OF THE | ||||||||
| 42600 COOK ST STE 150 | PALM DESERT | CA | 92211 | N/A | PC | GENERAL OPERATING | $20,000 | DESERT |
| Shelter From the Storm Inc | ||||||||
| 73555 ALESSANDRO DRIVE STE 103 | Palm Desert | CA | 92260 | N/A | PC | GENERAL OPERATING | $50,000 | |
| OPERATION SAFE HOUSE INC | ||||||||
| 9685 HAYES ST | RIVERSIDE | CA | 92503 | N/A | PC | GENERAL OPERATING | $40,000 | |
| HABITAT FOR HUMANITY OF THE COACHELLA | ||||||||
| 72680 DINAH SHORE DR STE 6 | PALM DESERT | CA | 92211 | N/A | PC | GENERAL OPERATING | $25,000 | VALLEY INC |
| REGIONAL ACCESS PROJECT FOUNDATION INC | ||||||||
| 41550 ECLECTIC ST | PALM DESERT | CA | 92260 | N/A | PC | GENERAL OPERATING | $25,000 | |
| Jewish Family Service of the Desert | ||||||||
| 801 E TAHQUITZ CYN WY 202 | Palm Springs | CA | 922626763 | N/A | PC | GENERAL OPERATING FUND | $75,000 | |
| Palm Springs Air Museum Inc | ||||||||
| 745 N GENE AUTRY TRL | Palm Springs | CA | 92262 | N/A | PC | GENERAL OPERATING FUND | $400,000 | |
| DESERT CANCER FOUNDATION | ||||||||
| 42600 COOK ST STE 203 | PALM DESERT | CA | 92211 | N/A | PC | GENERAL OPERATING | $65,000 | |
| Big Brothers Big Sisters of the | ||||||||
| 42600 COOK ST STE 110 | Palm Desert | CA | 922115208 | N/A | PC | GENERAL OPERATING FUND | $10,000 | Desert |
| Marthas Village and Kitchen Inc | ||||||||
| 3350 E ST | San Diego | CA | 92102 | N/A | PC | GENERAL OPERATING FUND | $100,000 | |
| ACT FOR MULTIPLE SCLEROSIS | ||||||||
| 73710 FRED WARING DR STE 118 | PALM DESERT | CA | 92260 | N/A | PC | GENERAL OPERATING | $10,000 | |
| TOOLS FOR TOMORROW INC | ||||||||
| 42-600 COOK ST 202 | PALM DESERT | CA | 92211 | N/A | PC | GENERAL OPERATING | $40,000 | |
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | N/A | PC | GENERAL OPERATING | $1,300 | |
| CSUSB Philanthropic Foundation | ||||||||
| 5500 UNIVERSITY PKWY | San Bernardino | CA | 92407 | N/A | PC | GENERAL FUND | $75,000 | |
| Friends of Vancouver Foundation | ||||||||
| 1201 3RD AVE | SEATTLE | WA | 98101 | N/A | PC | GENERAL FUND | $58,000 | |
| It Takes Guts | ||||||||
| 9630 BRUCEVILLE RD 106-240 | ELK GROVE | CA | 95757 | N/A | PC | GENERAL FUND | $1,000 | |
| SOS-Soldiers Organized Services | ||||||||
| 57539 SANTA ROSE TRL | La Quinta | CA | 92253 | N/A | PC | GENERAL OPERATING FUND | $15,000 | |
| ONEFUTURE COACHELLA VALLEY | ||||||||
| 41-550 ECLECTIC ST STE 200 E | PALM DESERT | CA | 92260 | N/A | PC | GENERAL OPERATING | $125,000 | |
| CHILDRENS SERVICES OF THE DESERT | ||||||||
| 79440 CORPORATE CENTER DR STE 113 | LA QUINTA | CA | 92253 | N/A | PC | GENERAL OPERATING | $10,000 | |
| AMY'S PURPOSE INC | ||||||||
| PO BOX 1427 | MORONGO VALLEY | CA | 92256 | N/A | PC | GENERAL OPERATING | $8,000 | |
| Friends of Florence | ||||||||
| 4545 W ST NW | Washington DC | DC | 20007 | N/A | PC | GENERAL OPERATING | $38,000 | |
| Friends of Simon Fraser University | ||||||||
| 1015 DUPONT ST | Bellingham | WA | 98225 | N/A | PC | ICE HOCKEY PROGRAM | $38,000 | |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||
| BOX 359505 | SEATTLE | WA | 981959505 | N/A | PC | ENGINEERING STUDENT | $500,000 | |
| PALM SPRINGS INTERNATIONAL FILM SOCIETY | ||||||||
| 1700 E TAHQUITZ CANYON WAY STE 3 | PALM SPRINGS | CA | 92262 | N/A | PC | GENERAL OPERATING | $150,000 | |
| ANGEL VIEW INC | ||||||||
| 67625 E PALM CANYON DR STE 7A | CATHEDRAL CITY | CA | 92234 | N/A | PC | GENERAL OPERATING | $10,000 | |
| COACHELLA VALLEY RESCUE MISSION | ||||||||
| PO BOX 10660 | INDIO | CA | 92202 | N/A | PC | GENERAL OPERATING | $65,000 | |
| McCallum Theatre | ||||||||
| 73000 FRED WARING DR | PALM DESERT | CO | 92260 | N/A | PC | GENERAL FUND | $232,700 | |
| OLIVE CREST | ||||||||
| 2130 E FOURTH ST STE 200 | SANTA ANA | CA | 92705 | N/A | PC | GENERAL OPERATING | $35,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF | ||||||||
| 4560 FOUNTAIN AVE | LOS ANGELES | CA | 90029 | N/A | PC | INLAND EMPIRE RONALD | $74,500 | SOUTHERN CALIFORNIA |
| ANIMAL SAMARITANS | ||||||||
| 72120 PETLAND PL | THOUSAND PALMS | CA | 92276 | N/A | PC | GENERAL OPERATING | $40,000 | |
| NEURO VITALITY CENTER | ||||||||
| 2800 E ALEJO ROAD | Palm Springs | CA | 92262 | N/A | PC | GENERAL OPERATING | $10,000 | |
| Mizell Senior Center of Palm Springs | ||||||||
| 480 S SUNRISE WAY | Palm Springs | CA | 92262 | N/A | PC | GENERAL OPERATING | $52,875 | |
| BOYS & GIRLS CLUB OF CATHEDRAL CITY | ||||||||
| 32141 WHISPERING PALMS TRL | CATHEDRAL CITY | CA | 92234 | N/A | PC | GENERAL OPERATING | $65,000 | |
| Cove Communities Senior Association | ||||||||
| 73750 CATALINA WAY | Palm Desert | CA | 92260 | N/A | PC | GENERAL OPERATING | $50,000 | |
| FAMILY YMCA OF THE DESERT | ||||||||
| 43-930 SAN PABLE AVE | PALM DESERT | CA | 92260 | N/A | PC | GENERAL OPERATING | $130,000 | |
| Pegasus Riding Academy For The | ||||||||
| 35-450 B PEGASUS COURT | Palm Desert | CA | 92211 | N/A | PC | GENERAL OPERATING FUND | $50,000 | Handicapped |
| VOICES FOR CHILDREN | ||||||||
| 2851 MEADOW LARK DR JUVENILE COURT | SAN DIEGO | CA | 92123 | N/A | PC | GENERAL OPERATING | $40,000 | |
| The Desert Symphony Inc | ||||||||
| 72925 FRED WARING DR STE 101 | PALM DESERT | CA | 92260 | N/A | PC | GENERAL FUND | $3,000 | |
| Desert Arc | ||||||||
| 73-255 COUNTRY CLUB DRIVE | Palm Desert | CA | 92260 | N/A | PC | GENERAL FUND | $75,000 | |
| Boys & Girls Clubs of Coachella Valley | ||||||||
| 42600 COOK STREET SUITE 120 | Palm Deset | CA | 92211 | N/A | PC | GENERAL FUND | $65,000 | |
| Eisenhower Medical Center | ||||||||
| 39000 BOB HOPE DRIVE | Rancho Mirage | CA | 92270 | N/A | PC | GENERAL OPERATING | $34,000 | |
| CHP 11-99 Foundation | ||||||||
| 2244 N STATE COLLEGE BLVD | Fullerton | CA | 92831 | N/A | PC | GENERAL FUND | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,288,875 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,087,791 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$453,517 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $524,278 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,158,552 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,158,552 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JRH Living Trust Estate | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 5th Ave Ste 6100 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,231 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL STK MKT INDEX F | $33,808,317 | $33,450,913 |
| VANGUARD TOT BD MKT IDX-INST | $24,762,085 | $21,141,222 |
| VANGUARD RUSSELL 3000 INDEX FU |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DESERT PROJECTS 2019 LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5,675,439 | BookValueAmt |
| EOYFMV | $5,288,200 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,478 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,478 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENTS | Desc |
| Amt | $713,215 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DESERT PROJECTS - OTHER EXPENS | $2,225 | $2,225 | $0 |
| STATE RE-REGISTRATION FEE | $25 | $0 | $25 |
| OTHER EXPENSES | $10,127 | $0 | $10,127 |
| HEALTH INSURANCE REIMBURSEMENT | $27,840 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| DESERT PROJECTS - ROYALTIES | $383,700 | $383,700 |
| DESERT PROJECTS - FOREIGN EXCHANGE GAIN | $158,508 | $158,508 |
| SUNPEAK SOLAR LLC (26-1107508) - NET LOS | -$28,130 | $0 |
| LIFE INSURANCE ANNUITY | $10,200 | $10,200 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DESERT PROJECTS | CategoryTxt |
| Amt | $35,836 | Amt |
| Net Investment Income | $22,609 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DESERT PROJECTS-FOREIGN TAXES | $750 | $750 | $0 |
| DESERT PROJECTS - STATE TAXES | $12,442 | $0 | $0 |
| PRIOR YEAR EXTENSION | $13,500 | $0 | $0 |
| PAYROLL TAXES | $10,520 | $0 | $10,520 |
| FEDERAL ESTIMATE | $10,000 | $0 | $0 |
| STATE TAXES | $47,826 | $0 | $0 |
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