BETA

HARRIS FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HARRIS FAMILY FOUNDATION INC (EIN 20-8114369)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-16
IRS object ID
202102289349100510
Schema version
2020v4.1
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)
Return2021-08-16T10:46:46-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561965804PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THOMAS JUDY & TUCKER PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14700 FALLS OF NEUSE ROADAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27609ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208114369EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARRIS FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARRBusinessNameControlTxt
Phone9198333609PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1608 GASTON STREETAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27603ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWORTH HARRISPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9198333609PhoneNum
Signature2021-08-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWORTHPersonFirstNm
Person LastHARRISPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS R CRAWFORD JR CPAPreparerPersonNm
PTINP01281219PTIN
Phone9195717055PhoneNum
Preparation2021-07-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,426,631FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$40,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$30InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$30InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,423DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,423DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,096NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,096GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,096CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,090OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$74,639TotalRevAndExpnssAmt
Total Net Invst Incm$33,549TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$375AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$375AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,245TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,995TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$375TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$375TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$57,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$57,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$60,195TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$375TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$57,575TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,444ExcessRevenueOverExpensesAmt
Net Investment Income$33,174NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$108,168CashBOYAmt
Cash EOY$89,093CashEOYAmt
Cash EOYFMV$89,093CashEOYFMVAmt
Other Investments BOY$930,242OtherInvestmentsBOYAmt
Other Investments EOY$963,761OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,337,538OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,038,410TotalAssetsBOYAmt
Total Assets EOY$1,052,854TotalAssetsEOYAmt
Total Assets EOYFMV$1,426,631TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,038,410NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,052,854NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,038,410TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,052,854TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,038,410TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,052,854TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,038,410TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,444ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,052,854SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,052,854TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$7,096GrossSalesPriceAmt
Gain Or Loss$7,096GainOrLossAmt
Gains Minus Excess Or Losses$7,096GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$7,096CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$461InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$461SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$461TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,120EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,120TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$659OverpaymentAmt
Applied To ES Tax$659AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS JUDY TUCKER PAIndividualWithBooksNm
Phone9195717055PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14700 FALLS OF NEUSE RD STE 400AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27609ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WORTH HARRIS
608 GASTON STREETRALEIGHNC27603PRESIDENT0.00$0$0$0
ANN HARRIS
608 GASTON STREETRALEIGHNC27603SECRETARY/TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,153,549AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$86,963AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,240,512TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,240,512AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,608CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,221,904NetVlNoncharitableAssetsAmt
Minimum Investment Return$61,095MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$61,095MinimumInvestmentReturnAmt
Tax Based On Investment Income$461TaxBasedOnInvestmentIncomeAmt
Total Tax$461TotalTaxAmt
Distributable Before Adj$60,634DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$60,634DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$60,634DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$57,575ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$57,575QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$57,575AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$60,634DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,576ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$132,483ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$36,222ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$18,976ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$192,257TotalExcessDistributionCyovAmt
Qualifying Distributions$57,575QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$57,575AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$3,059ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,059ExcessDistributionCyovAppCYAmt
Total Corpus$189,198TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,517ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$187,681ExcessDistriCyovToNextYrAmt
Excess From Year4$132,483ExcessFromYear4Amt
Excess From Year3$36,222ExcessFromYear3Amt
Excess From Year2$18,976ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BEAUFORT EMS
PO BOX 950BEAUFORTNC28516NONEPUBLICGENERAL SUPPORT$100
CAMP MERRIE-WOODE FOUNDATION
100 MERRIE-WOODE ROADSAPPHIRENC28774NONEPCGENERAL SUPPORT$500
CASA
PO BOX 12545RALEIGHNC27605NONEPUBLICGENERAL SUPPORT$2,000
FOOD BANK OF CENTRAL & EASTERN NC
3808 TARHEEL DRIVERALEIGHNC27603NONEEXEMPTPROVIDE FOOD TO AT RISK INDIVIDUALS AND MAINTENANCE$3,000
FOUNDATION OF HOPE FOR RESEARCH & TREATMENT OF MENTAL ILLNESS
9401 GLENWOOD AVERALEIGHNC27617NONEPUBLICGENERAL SUPPORT$500
HAVEN HOUSE
600 W CABARRUS STRALEIGHNC27603NONEPUBLICGENERAL SUPPORT$500
HOPE REINS
8420 WAKE FOREST HWYRALEIGHNC27613NONEPCGENERAL SUPPORT$500
NC COASTAL FEDERATION
3609 NC 24NEWPORTNC28570NONEPCGENERAL SUPPORT$100
RALEIGH RESCUE MISSION
PO BOX 27391RALEIGHNC27611NONEPCGENERAL SUPPORT$7,000
SALVATION ARMY
215 S PERSON STREETRALEIGHNC27603NONEPCGENERAL SUPPORT$7,000
SPCA OF WAKE COUNTY
200 PETFINDER LNRALEIGHNC27603NONEPCGENERAL SUPPORT$500
ST JUDES
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPCGENERAL SUPPORT$1,000
THE GREEN CHAIR PROJECT
1853 CAPITAL BOULEVARDRALEIGHNC27604NONEPCGENERAL SUPPORT$1,000
WAKE FOREST UNIVERSITY
1834 WAKE FOREST RDWINSTON SALEMNC27106NONEPCGENERAL SUPPORT$20,000
YMCA
801 CORPORATE CENTER DR SUITE 200RALEIGHNC27607NONEPCGENERAL SUPPORT$10,000
NATIONAL MS SOCIETY
3101 INDUSTRIAL DR SUITE 210RALEIGHNC27609NONEPCGENERAL SUPPORT$500
BOYS AND GIRLS CLUB
701 N RALEIGH BOULEVARDRALEIGHNC27610NONEPCGENERAL SUPPORT$500
UNIVERSITY OF COLORADO FOUNDATION
1800 GRANT ST SUITE 725DENVERCO80203NONEPCGENERAL SUPPORT$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$57,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$30ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,423ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,090ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,096ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$34,639ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,639TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1LARRY HARRISBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line117537 SE CONCH BAR AVENUEAddressLine1Txt
CityTEQUESTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33469ZIPCd
FieldValueIRS element (for citing)
Total Contributions$40,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$750Amt
Net Investment Income$375NetInvestmentIncomeAmt
Disbursements Charitable Prps$375DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CAPITAL INCOME BUILDER FUND CLASS AAT COST$206,872$245,439
CAPITAL WORLD GROWTH & INCOME FUNDAT COST$249,996$367,136
EUROPACIFIC GROWTH FUNDAT COST$29,263$40,944
GROWTH FUND OF AMERICAAT COST$178,070$275,727
FUNDAMENTAL INVESTORS FUND CL A - AMERICAN FDSAT COST$60,437$104,821
INCOME FUND OF AMERICA CLASS AAT COST$239,123$303,471

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUNDDesc
Revenue And Expenses Per Books$1,090RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$1,090AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$2,245Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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