HARRIS FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: HARRIS FAMILY FOUNDATION (EIN 95-4517875)
Tax period: 2023-10-01 to 2024-09-30
Filed: 2025-06-13
IRS object ID: 202531649349100213
Schema version: 2023v6.0
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
Form 990-PF
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-06-13T10:27:15-07:00	ReturnTs
Tax Period End	2024-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	461489247	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	JOHN E FAWAZ	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	18 CHUCKWAGON RD	AddressLine1Txt
City	ROLLING HILLS	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90274	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	954517875	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HARRIS FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HARR	BusinessNameControlTxt
Phone	3107988911	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3318 The Strand	AddressLine1Txt
City	Hermosa Beach	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90254	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SALLI S HARRIS	PersonNm
Person Title	President	PersonTitleTxt
Signature	2025-06-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	John Fawaz	PreparerPersonNm
PTIN	P01065088	PTIN
Phone	3103762631	PhoneNum
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$259,058	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$519	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$519	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$519	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$6,941	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$6,941	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$6,941	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$464	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$57,791	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$464	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$464	NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss	$7,924	TotalRevAndExpnssAmt
Total Net Invst Incm	$7,924	TotalNetInvstIncmAmt
Total Adj Net Incm	$7,924	TotalAdjNetIncmAmt
Other Expenses Rev And Expnss	$1,992	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$1,992	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$12,720	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$12,720	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$14,712	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$12,720	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$6,788	ExcessRevenueOverExpensesAmt
Net Investment Income	$7,924	NetInvestmentIncomeAmt
Adjusted Net Income	$7,924	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$540	CashBOYAmt
Cash EOY	$1,486	CashEOYAmt
Cash EOYFMV	$1,486	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$507	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$650	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$650	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$24,171	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$22,093	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$22,093	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$226,711	CorporateStockBOYAmt
Corporate Stock EOY	$234,829	CorporateStockEOYAmt
Corporate Stock EOYFMV	$234,829	CorporateStockEOYFMVAmt
Total Assets BOY	$251,929	TotalAssetsBOYAmt
Total Assets EOY	$259,058	TotalAssetsEOYAmt
Total Assets EOYFMV	$259,058	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$251,929	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$259,058	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$251,929	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$259,058	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$251,929	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$259,058	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$251,929	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$6,788	ExcessRevenueOverExpensesAmt
Other Increases	$13,917	OtherIncreasesAmt
Subtotal	$259,058	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$259,058	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT TERM SUMMARY	P	2023-01-01	2024-01-01	$6,945	$6,927	$18	$18
LONG TERM SUMMARY	P	2022-01-01	2023-01-01	$50,846	$50,400	$446	$446

Field	Value	IRS element (for citing)
Capital Gain Net Income	$464	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$464	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$110	InvestmentIncomeExciseTaxAmt
Subtotal	$110	SubtotalAmt
Tax Based On Investment Income	$110	TaxBasedOnInvestmentIncomeAmt
Tax Due	$110	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

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	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	false	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	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
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	SALLI S HARRIS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8184688492	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3318 THE STRAND	AddressLine1Txt
City	HERMOSA BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90254	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	false	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	false	UndistributedIncomePYInd
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

Field	Value	IRS element (for citing)
Person	SALLI S HARRIS	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3318 THE STRAND	AddressLine1Txt
City	HERMOSA BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90254	ZIPCd

Field	Value	IRS element (for citing)
Title	President	TitleTxt
Average Hrs Per Wk Devoted To Pos	0.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Tax Based On Investment Income	$110	TaxBasedOnInvestmentIncomeAmt
Total Tax	$110	TotalTaxAmt
Distributable Before Adj	$110	DistributableBeforeAdjAmt
Distributable Before Ded	$110	DistributableBeforeDedAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$12,720	ExpensesAndContributionsAmt
Qualifying Distributions	$12,720	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1	$26,100	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$26,100	TotalExcessDistributionCyovAmt
Qualifying Distributions	$12,720	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$12,720	RemainingDistriFromCorpusAmt
Total Corpus	$38,820	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$38,820	ExcessDistriCyovToNextYrAmt
Excess From Year1	$26,100	ExcessFromYear1Amt
Excess From Current Year	$12,720	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
JVS SCHOLARSHIP PROGRAM
6505 WILSHIRE BLVD STE 200	LOS ANGELES	CA	90048	N/A	PC	EDUCATION	$2,000
CENTER THEATRE GROUP
601 W TEMPLE ST	LOS ANGELES	CA	90012	N/A	PC	ARTS PROGRAMS	$3,500
ACADEMY OF MOTION PICTURES MUSEUM
6067 WILSHIRE BLVD	LOS ANGELES	CA	90036	N/A	PC	ARTS PROGRAMS	$425
LACMA
5905 WILSHIRE BLVD	LOS ANGELES	CA	90036	N/A	PC	ARTS PROGRAMS	$1,300
WOMEN INSPIRING NEXTGEN
14622 VENTURA BLVD STE 325	SHERMAN OAKS	CA	91403		PC	COMMUNITY SERVICE	$1,000
THE JEWISH FEDERATION
6505 WILSHIRE BLVD	LOS ANGELES	CA	90048		PC	EDUCATION	$1,000
FRIENDS OF LA RC
10560 WILSHIRE BLVD STE 1403	LOS ANGELES	CA	90024		PC	EDUCATION	$200
NBCC
2001 L STREET NW	WASHINGTON	DC	20036		PC	RESEARCH	$500
WILSHIRE BOULEVARD TEMPLE
3663 WILSHIRE BLVD	LOS ANGELES	CA	90010		PC	COMMUNITY PROJECTS	$2,295
WOMENS GUILD CEDARS-SINAI
407 N MAPLE DR	BEVERLY HILLS	CA	90210		PC	RESEARCH	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$12,720	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$519	UnrelatedBusinessTaxblIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$6,941	UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$464	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$7,460	UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm	$464	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$7,924	TotalIncomeProducingActyAmt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	BANK CHARGES	Desc
Revenue And Expenses Per Books	$1,992	RevenueAndExpensesPerBooksAmt

HARRIS FAMILY FOUNDATION: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

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