PARRISH FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PARRISH FAMILY FOUNDATION (EIN 82-3700508)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-31
- IRS object ID
- 202203049349100910
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-31T10:57:17-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742392222 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOL SCHWARTZ & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 IH 10 WEST SUITE 1100 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823700508 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PARRISH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PARR | BusinessNameControlTxt |
| Phone | 8309809595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26995 US HIGHWAY 281 NORTH | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN PARRISH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8309809595 | PhoneNum |
| Signature | 2022-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAN | PersonFirstNm |
| Person Last | PARRISH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENNETT ALLISON | PreparerPersonNm |
| PTIN | P00542732 | PTIN |
| Phone | 2103848000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,431,855 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $49 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,009 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,009 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $159,273 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,491,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $159,273 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $181,331 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $181,331 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $645 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $322 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $323 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,700 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $473 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $289 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,148 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,873 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $275 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,666 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,184 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,298 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,666 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,184 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,298 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $110,665 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $170,147 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $577,407 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $189,193 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $189,193 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $2,765 | RcvblFromOfficersBOYAmt |
| US Government Obligations BOY | $205,226 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $512,347 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,219,148 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,242,384 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $26 | OtherAssetsBOYAmt |
| Other Assets EOY | $278 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $278 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,297,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,408,619 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,431,855 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $183 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $183 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,297,771 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,408,436 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,297,771 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,408,436 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,297,771 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,408,619 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,297,771 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $110,665 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,408,436 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,408,436 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - MERRILL LYNCH | P | $133,558 | $129,287 | $4,271 | $4,271 |
| PUBLICLY TRADED SECURITIES - MERRILL LYNCH | P | $240,907 | $225,868 | $15,039 | $15,039 |
| PUBLICLY TRADED SECURITIES - CHARLES SCHWAB | P | $386,760 | $368,458 | $18,302 | $18,302 |
| PUBLICLY TRADED SECURITIES - CHARLES SCHWAB | P | $454,918 | $349,479 | $105,439 | $105,439 |
| PUBLICLY TRADED SECURITIES - CHARLES SCHWAB | P | $55,614 | $54,287 | $1,327 | $1,327 |
| PUBLICLY TRADED SECURITIES - CHARLES SCHWAB | P | $216,061 | $203,038 | $13,023 | $13,023 |
| PUBLICLY TRADED SECURITIES - CHARLES SCHWAB | P | $2,803 | $2,100 | $703 | $703 |
| CAPITAL GAINS DIVIDENDS | P | $1,169 | $1,169 | $1,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $159,273 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,365 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,365 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,365 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,065 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KELLY PARRISH WALKER | IndividualWithBooksNm |
| Phone | 8309809595 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26995 US HIGHWAY 281 NORTH | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAN PARRISH | ||||||||
| 26995 US HIGHWAY 281 NORTH | SAN ANTONIO | TX | 78260 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRETTE PARRISH | ||||||||
| 26995 US HIGHWAY 281 NORTH | SAN ANTONIO | TX | 78260 | VICE-PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN PARRISH | ||||||||
| 26995 US HIGHWAY 281 NORTH | SAN ANTONIO | TX | 78260 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| KELLY PARRISH WALKER | ||||||||
| 26995 US HIGHWAY 281 NORTH | SAN ANTONIO | TX | 78260 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $997,654 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $402,933 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,400,587 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,400,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,009 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,379,578 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,979 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,365 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,365 | TotalTaxAmt |
| Distributable Before Adj | $66,614 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $66,614 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $66,614 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,298 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $59,298 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,614 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $5,748 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $59,545 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $65,293 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,298 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,298 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $7,316 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,316 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $57,977 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $57,977 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $57,977 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26995 US HIGHWAY 281 NORTH | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8309809595 | RecipientPhoneNum |
| Form And Info And Materials | THE GRANTEE WILL COMPLETE AN APPLICATION THAT INCLUDES: APPLICANT'S INFORMATION AS WELL AS RELATIONSHIP TO PARRISH & COMPANY, INC. EMPLOYEE, APPLICANT'S ACADEMIC RECORD INFORMATION, APPLICANT'S EXTRACURRICULAR ACTIVITIES, APPLICANT'S COLLEGE/TRADE SCHOOL ATTENDANCE INFORMATION, AND QUESTIONS RELATED TO APPLICANT'S ACADEMIC AND CAREER GOALS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AS SET FORTH IN THE ANNUAL SCHOLARSHIP PROGRAM APPLICATION. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE EMPLOYER-RELATED SCHOLARSHIP PROGRAM WILL MEET THE REQUIREMENTS OF REVENUE PROCEDURE 76-47, INCLUDING THE 25 PERCENT OR 10 PERCENT TEST APPLICABLE TO THE PROGRAM THAT AWARDS GRANTS TO CHILDREN OF EMPLOYEES OF PARRISH & COMPANY, INC. ELIGIBILITY INCLUDES THE FOLLOWING: DEPENDENT OF PARRISH & COMPANY, INC. EMPLOYEE TENURE, ACADEMIC YEAR OF ENROLLMENT OF THE APPLICANT AND APPLICANT'S ACADEMIC PERFORMANCE. FORMER SCHOLARSHIP RECIPIENTS MAY RE-APPLY FOR UP TO FOUR YEARS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | RESEARCH AND TREATMENT TO DEFEAT CHILDHOOD CANCER AND OTHER LIFE-THREATENING DISEASES | $500 |
| ALS ASSOCIATION | |||||||
| 14555 DALLAS PARKWAY SUITE 100-210 | DALLAS | TX | 75254 | NONE | PC | TO DISCOVER TREATMENTS AND A CURE FOR ALS AND TO SERVE/ADVOCATE FOR PEOPLE AFFECTED BY ALS | $500 |
| PRISON FELLOWSHIP | |||||||
| PO BOX 1550 | MERRIFIELD | VA | 221161550 | NONE | PC | TO SERVE THOSE AFFECTED BY CRIME AND INCARCERATION | $500 |
| THE FAMILY DIABETES RESOURCE CENTER OF TEXAS | |||||||
| 3209 JOHN CAMPBELLS TRAIL | AUSTIN | TX | 78735 | NONE | PC | TO ASSIST NEEDY INDIVIDUALS AND FAMILIES WITH TYPE I AND TYPE II DIABETES | $500 |
| FRIENDS OF LOS NINOS | |||||||
| PO BOX 250065 | PLANO | TX | 75025 | NONE | PC | TO SUPPORT THE ORPHANAGE/CARE OF CHILDREN, THE OUTREACH PROGRAM AND BUILDING HOMES | $500 |
| JULIE ROGERS GIFT OF LIFE | |||||||
| 2390 DOWLEN RD | BEAUMONT | TX | 77706 | NONE | PC | PROVIDING EDUCATIONAL OUTREACH TO THE UNDERSERVED SOUTHEAST TEXANS THROUGH CANCER SCREENINGS | $500 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 4301 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22203 | NONE | PC | MENTAL HEALTH GROUP ENTITY DEDICATED TO BUILDING BETTER LIVES FOR AMERICANS AFFECTED BY MENTAL ILLNESS | $500 |
| RSDSA | |||||||
| 99 CHERRY ST | MILFORD | CT | 06460 | NONE | PC | AIDS THOSE AFFECTED BY CRPS/RSD WITH EDUCATION, ADVOCACY, AND HOPE | $500 |
| SPRING BRANCH MIDDLE SCHOOL PTA | |||||||
| 21053 HIGHWAY 46 WEST | SPRING BRANCH | TX | 78070 | NONE | PC | TO AID SCHOOL PROGRAMS/ACTIVITIES | $500 |
| TEXAS SCHOOL FOR THE BLIND AND VISUALLY IMPAIRED | |||||||
| 1100 W 45TH ST | AUSTIN | TX | 78756 | NONE | PC | TO AID TEXAS STUDENTS THAT ARE BLIND, VISUALLY IMPAIRED OR DEAFBLIND TO LEAD PRODUCTIVE LIVES | $500 |
| WOMEN VETERANS OF SAN ANTONIO | |||||||
| PO BOX 769437 | SAN ANTONIO | TX | 78245 | NONE | PC | TO SERVE, HONOR AND EMPOWER WOMEN VETERANS | $500 |
| YOUNG LIFE | |||||||
| PO BOX 5184 | HARLAN | IA | 51593 | NONE | PC | TO AID CHILDREN IN OVER 100 COUNTRIES | $500 |
| THE SAFE ALLIANCE | |||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | NONE | PC | TO AID IN PREVENTION AND ADVOCACY TO END SEXUAL ASSAULT AND EXPLOITATION | $1,000 |
| CHICKTIME | |||||||
| 200 S 10TH STREET SUITE 1700 | MCALLEN | TX | 78501 | NONE | PC | TO ECOURAGE WOMEN TO PURSUE THEIR PASSIONS AND USE THEIR GIFTS TO MAKE THE WORLD A BETTER PLACE | $1,000 |
| ROUND ROCK AREA SERVING CENTER | |||||||
| 1099 E MAIN ST | ROUND ROCK | TX | 78664 | NONE | PC | SOCIAL SERVICES AGENCY AND FOOD PANTRY SERVING SOUTHERN WILLIAMSON COUNTY | $1,000 |
| SMITHSON VALLEY HIGH SCHOOL | |||||||
| 14001 TX-46 | SPRING BRANCH | TX | 78070 | NONE | PC | TO HELP SUPPORT THE SCHOOL PROGRAMS | $1,500 |
| MADISON CABELDUE | |||||||
| 17417 WISEMAND DRIVE | PFLUGERVILLE | TX | 78660 | NONE | I | COLLEGE SCHOLARSHIP - TEXAS STATE UNIVERSITY | $2,500 |
| NITYA SADASIVAN | |||||||
| PO BOX 1175 | PFLUGERVILLE | TX | 78630 | NONE | I | COLLEGE SCHOLARSHIP - AUSTIN COLLEGE | $2,500 |
| TAYLEN PAIGE WALLIS | |||||||
| 1508 FOPPIANO LOOP | ROUND ROCK | TX | 78665 | NONE | I | COLLEGE SCHOLARSHIP - THE UNIVERSITY OF TEXAS AT AUSTIN | $2,500 |
| SHILYN R BLANTON | |||||||
| 1500 ASCOT | GEORGETOWN | TX | 78626 | NONE | I | COLLEGE SCHOLARSHIP - TEXAS A&M UNIVERSITY | $2,500 |
| KAILYN ANN BLANTON | |||||||
| 1500 ASCOT | GEORGETOWN | TX | 78626 | NONE | I | COLLEGE SCHOLARSHIP - TEXAS STATE UNIVERSITY | $2,500 |
| SHELBY WOOD | |||||||
| 4307 COLONNEH TRAIL | SAN ANTONIO | TX | 78218 | NONE | I | COLLEGE SCHOLARSHIP - TEXAS A&M UNIVERSITY | $2,500 |
| AGORA MINISTRIES | |||||||
| 1807 SAN FERNANDO | SAN ANTONIO | TX | 78207 | NONE | PC | TO SHARE THE LOVE AND HOPE OF CHRIST IN HIGH NEED AREAS | $3,500 |
| SAN ANTONIO LIVESTOCK EXPOSITION INC | |||||||
| PO BOX 200230 | SAN ANTONIO | TX | 78220 | NONE | PC | JUNIOR LIVESTOCK AUCTION - EMPHASIZES AGRICULTURE AND EDUCATION TO DEVELOP THE YOUTH OF TEXAS | $27,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,009 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $159,273 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $181,331 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $181,331 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - SOL SCHWARTZ & ASSOCIATES PC | CategoryTxt |
| Amt | $5,400 | Amt |
| Net Investment Income | $2,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB - MUTUAL FUNDS | StockNm |
| EOY Book Value | $1,219,148 | EOYBookValueAmt |
| EOYFMV | $1,242,384 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - CLARK HILL PLC | CategoryTxt |
| Legal Fees | $645 | LegalFeesAmt |
| Net Investment Income | $322 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $323 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDEND/CAPITAL GAIN DISTRIBUTION RECEIVABLE - MERRILL LYNCH | $26 | $0 | $0 |
| DIVIDEND/CAPITAL GAIN DISTRIBUTION RECEIVABLE - CHARLES SCHWAB | $0 | $278 | $278 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $275 | $0 | $275 |
| INVESTMENT FEES | $7,873 | $7,873 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAX PAYABLE - CHARLES SCHWAB | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $183 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PARRISH COMPANY INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26995 US HIGHWAY 281 NORTH | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78260 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $289 | $289 | $0 |
| FEDERAL INCOME TAX | $184 | $0 | $0 |
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