SJR CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SJR CHARITABLE FOUNDATION (EIN 20-5498853)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-07
IRS object ID
202531279349103708
Schema version
2024v5.0
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)
Return2025-05-07T17:11:38-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN824526527PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARG & HENSON CPAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11300 S UNIVERSITY DR STE 312AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76107ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205498853EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SJR CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSJRCBusinessNameControlTxt
Phone3109484519PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11131 CYPRESS AVENUEAddressLine1Txt
CityHERMOSA BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90254ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURA RAYMONDPersonNm
Person TitlePRESIDENT/SECRETARYPersonTitleTxt
Phone3109484519PhoneNum
Signature2025-05-06SignatureDt
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 PersonANDREW R BARGPreparerPersonNm
PTINP01204304PTIN
Phone8178701057PhoneNum
Preparation2025-05-07PreparationDt
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$553,719FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$152,906ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$102InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$102InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,741DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,741DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,443NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$32,022GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,443CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$165,192TotalRevAndExpnssAmt
Total Net Invst Incm$12,286TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,579AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,878OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,878OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,467TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,878TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,467TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,878TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$151,725ExcessRevenueOverExpensesAmt
Net Investment Income$10,408NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$66,606SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$61,392SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$61,392SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$276,111OtherInvestmentsBOYAmt
Other Investments EOY$492,327OtherInvestmentsEOYAmt
Other Investments EOYFMV$492,327OtherInvestmentsEOYFMVAmt
Total Assets BOY$342,717TotalAssetsBOYAmt
Total Assets EOY$553,719TotalAssetsEOYAmt
Total Assets EOYFMV$553,719TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$342,717NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$553,719NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$342,717TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$553,719TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$342,717TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$553,719TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$342,717TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$151,725ExcessRevenueOverExpensesAmt
Other Increases$59,277OtherIncreasesAmt
Subtotal$553,719SubtotalAmt
Tot Net Ast Or Fund Balances EOY$553,719TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
25.853 SH ALLSPRING FDS TRP2024-12-17$321$314$7$7
39 SH VANGUARD LONG TERM ETFP2024-08-08$2,819$2,830-$11-$112022-09-30
2.331 SH COHEN & STEERSP2024-08-08$157$137$20$20
11 SH VANGUARD MID-CAP VALP2024-08-08$1,704$1,024$680$680
56 SH ISHARES CORE 10+ YR ETFP2024-08-08$2,860$2,562$298$2982023-10-06
7 SH VANGUARD MID-CAP GROWTHP2024-08-08$1,575$1,055$520$520
88.56 SH INVESCO INT'L DIVERSIFIEDP2024-08-08$1,468$1,423$45$45
2 SH VANGUARD GROWTHP2024-08-08$704$195$509$5092014-08-08
231.517 SH ALLSPRING FDS TR GLBLP2024-12-17$2,873$2,554$319$319
1 SH BERKSHIRE HATHAWAYP2024-08-08$431$141$290$2902016-03-29
37.637 SH BLACKROCK FDSP2024-08-08$1,425$1,251$174$174
48.791 SH COHEN & STEERSP2024-08-08$3,298$3,389-$91-$91
56.937 SH FIDELITY ADVISORP2024-08-08$1,805$995$810$810
2 SH ISHARES RUSSELLP2024-08-08$246$165$81$812020-02-28
27 SH ISHARES MORNINGSTARP2024-08-08$1,603$1,621-$18-$182021-05-27
4 SH ISHARES ETF RUSSELL TOP 200P2024-08-08$802$214$588$5882016-03-29
36 SH PROSHARES INVESTMENT ETFP2024-08-08$2,714$2,627$87$872022-02-07
4 SPDR GOLD TRUSTP2024-08-08$896$501$395$3952019-02-25
18 SH SPDR S&P 600P2024-08-08$1,576$1,581-$5-$52021-05-27
FieldValueIRS element (for citing)
Capital Gain Net Income$7,443CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$325NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$145InvestmentIncomeExciseTaxAmt
Subtotal$145SubtotalAmt
Tax Based On Investment Income$145TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$71EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$71TotalPaymentsAndCreditsAmt
Tax Due$74TaxDueAmt

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 StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLAURA RAYMONDIndividualWithBooksNm
Phone3109484519PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11131 CYPRESS AVENUEAddressLine1Txt
CityHERMOSA BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90254ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAURA RAYMOND
1131 CYPRESS AVENUEHERMOSA BEACHCA90254PRESIDENT/SE1.00$0$0$0
MATT RAYMOND
1131 CYPRESS AVENUEHERMOSA BEACHCA90254VICE PRESIDE1.00$0$0$0
VALLI KINDRED
5625 TWIN BROOKS DRIVEDALLASTX75252TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$319,965AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$64,629AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$384,594TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$384,594AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,769CashDeemedCharitableAmt
Net Vl Noncharitable Assets$378,825NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,941MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,941MinimumInvestmentReturnAmt
Tax Based On Investment Income$145TaxBasedOnInvestmentIncomeAmt
Total Tax$145TotalTaxAmt
Distributable Before Adj$18,796DistributableBeforeAdjAmt
Distributable Before Ded$18,796DistributableBeforeDedAmt
Distributable As Adjusted$18,796DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,000ExpensesAndContributionsAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,796DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$23,426ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$23,426TotalExcessDistributionCyovAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt
Applied To Current Year$10,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$8,796ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$8,796ExcessDistributionCyovAppCYAmt
Total Corpus$14,630TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$14,630ExcessDistriCyovFromYr5Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BRAVO VAIL MUSIC FESTIVALBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12271 N FRONTAGE RD WAddressLine1Txt
CityVAILCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81657ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation Status501C3RecipientFoundationStatusTxt
Grant Or Contribution PurposeHACIENDO MUSICA PROGRAMGrantOrContributionPurposeTxt
Amt$10,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$102ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,741ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,443ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$12,286ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,286TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLAURA RAYMONDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11131 CYPRESS AVENUEAddressLine1Txt
CityHERMOSA BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90254ZIPCd
FieldValueIRS element (for citing)
Total Contributions$152,906TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property5882 SHARES FIDELITY PURITAN FUNNoncashPropertyDesc
Fair Market Value$152,906FairMarketValueAmt
Received2024-12-09ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,579Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPUBLICLY TRADED SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$492,327BookValueAmt
EOYFMV$492,327EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADVISORY FEES$1,878$1,878

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINCREASE IN FMV OF PUBLICLY TRADED SECURITIESDesc
Amt$59,277Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonLAURA RAYMONDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11131 CYPRESS AVEAddressLine1Txt
CityHERMOSA BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90254ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryLICENSING & FEESCategoryTxt
Amt$10Amt

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