BETA

SJR CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SJR CHARITABLE FOUNDATION (EIN 20-5498853)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-08-16
IRS object ID
202242289349100224
Schema version
2021v4.0
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)
Return2022-08-16T16:24:37-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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
ZIP761078099ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-08-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLAURAPersonFirstNm
Person LastRAYMONDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONALD R BARGPreparerPersonNm
PTINP00196715PTIN
Phone8178701057PhoneNum
Preparation2022-08-16PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$367,404FMVAssetsEOYAmt
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$15InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,094DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,094DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,494NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$27,466GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,494CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,603TotalRevAndExpnssAmt
Total Net Invst Incm$9,603TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$8,563AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$137TaxesRevAndExpnssAmt
Taxes Net Invst Incm$45TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,556OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,417OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$10,256TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,462TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,256TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,462TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$653ExcessRevenueOverExpensesAmt
Net Investment Income$8,141NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$81,720SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$73,000SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$73,000SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$276,132OtherInvestmentsBOYAmt
Other Investments EOY$294,404OtherInvestmentsEOYAmt
Other Investments EOYFMV$294,404OtherInvestmentsEOYFMVAmt
Total Assets BOY$357,852TotalAssetsBOYAmt
Total Assets EOY$367,404TotalAssetsEOYAmt
Total Assets EOYFMV$367,404TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$357,852NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$367,404NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$357,852TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$367,404TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$357,852TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$367,404TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$357,852TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$653ExcessRevenueOverExpensesAmt
Other Increases$10,205OtherIncreasesAmt
Subtotal$367,404SubtotalAmt
Tot Net Ast Or Fund Balances EOY$367,404TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FEDERATED HERMES INSTITUTIONALP2020-09-182021-05-27$2,290$2,219$71$71
VANGUARD GROWTH CUSIPP2014-08-082021-05-27$271$97$174$174
FIRST TR VALUE LINE ETFP2020-09-182021-05-27$282$223$59$59
WELLS FARGO FUNDSP2021-05-27$2,149$1,996$153$153
INVESCO FUNDAMENTAL ALTERNATIVESP2017-02-212021-05-27$673$669$4$4
WESTERN ASSET FDS INCP2020-02-282021-05-27$2,070$2,086-$16-$16
BERKSHIRE HATHAWAY INCP2016-03-292021-05-27$575$284$291$291
BLACKROCK FDSP2020-02-282021-05-27$167$109$58$58
BLACKROCK HIGH YIELD BONDP2021-05-27$2,377$2,481-$104-$104
EATON VANCE GROWTH TR ATLANTAP2021-05-27$2,008$1,158$850$850
INVESCO QQQ TR UNIT SER 1P2016-03-292021-05-27$2,006$652$1,354$1,354
ISHARES RUSSELL ETFP2020-02-282021-05-27$2,330$1,655$675$675
LEGG MASON LOW ETF VOLATITITYP2020-02-022021-05-27$294$241$53$53
PIMCO FDS INCOME FDP2021-05-27$2,359$2,306$53$53
SPDR S&P DIVIDEND ETFP2014-08-082021-05-27$877$519$358$358
VANGUARD LONG TERM ETF BONDP2017-02-212021-05-27$2,881$2,612$269$269
VANGUARD MID-CAP VAL ETFP2014-08-082021-05-27$2,589$1,518$1,071$1,071
VANGUARD MID-CAP GROWTH FUNDP2020-02-282021-05-27$223$147$76$76
FieldValueIRS element (for citing)
Capital Gain Net Income$6,494CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$130NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$113InvestmentIncomeExciseTaxAmt
Subtotal$113SubtotalAmt
Tax Based On Investment Income$113TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$300ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$300TotalPaymentsAndCreditsAmt
Overpayment$187OverpaymentAmt
Applied To ES Tax$187AppliedToESTaxAmt

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 ContributorsfalseNewSubstantialContributorsInd
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$286,587AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$76,784AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$363,371TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$363,371AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,451CashDeemedCharitableAmt
Net Vl Noncharitable Assets$357,920NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,896MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,896MinimumInvestmentReturnAmt
Tax Based On Investment Income$113TaxBasedOnInvestmentIncomeAmt
Total Tax$113TotalTaxAmt
Distributable Before Adj$17,783DistributableBeforeAdjAmt
Distributable Before Ded$17,783DistributableBeforeDedAmt
Distributable As Adjusted$17,783DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,783DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$68,528ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$48,972ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$54,389ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$23,426ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$195,315TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus$17,783ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$17,783ExcessDistributionCyovAppCYAmt
Total Corpus$177,532TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$50,745ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$126,787ExcessDistriCyovToNextYrAmt
Excess From Year4$48,972ExcessFromYear4Amt
Excess From Year3$54,389ExcessFromYear3Amt
Excess From Year2$23,426ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,094ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,494ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,603ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,603TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$8,563Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPUBLICLY TRADED SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$294,404BookValueAmt
EOYFMV$294,404EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADVISORY FEES$1,417$1,417
MEETING EXPENSES$139

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINCREASE IN FMV OF PUBLICLY TRADED SECURITIESDesc
Amt$10,205Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX$45$45
FEDERAL EXCISE TAX$82
LICENSING & FEES$10

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