LAR FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LAR FOUNDATION (EIN 84-3640237)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349104295
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T12:21:17-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16800 NORTH DALLAS PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 240 | AddressLine2Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843640237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LARF | BusinessNameControlTxt |
| Phone | 9728185300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2312 CEDAR ELM TERRACE | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76262 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CECILIA M RINARD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9728185300 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CECILIA | PersonFirstNm |
| Person Last | RINARD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERICK CUTLER | PreparerPersonNm |
| PTIN | P00938544 | PTIN |
| Phone | 9728185300 | 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 | 2020 | 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 | $4,238,766 | 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 | $356,248 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,521 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,521 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $91,566 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,566 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$34,067 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,395,413 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $422,268 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,087 | 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 | $11,388 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $11,388 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,768 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,768 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,053 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,053 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,709 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,709 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $201,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $201,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $255,809 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,709 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $201,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $166,459 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,378 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $33,189 | CashEOYAmt |
| Cash EOYFMV | $33,189 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $3,239,969 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,889,586 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,700,499 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $483,663 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $505,078 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,239,979 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,406,438 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,238,766 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $3,239,979 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,406,438 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,239,979 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,406,438 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,239,979 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,406,438 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,239,979 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $166,459 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,406,438 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,406,438 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY - ST COVERED | P | 2020-12-31 | $494,165 | $523,520 | -$29,355 | -$29,355 | |
| MORGAN STANLEY - LT COVERED | P | 2020-12-31 | $678,179 | $695,771 | -$17,592 | -$17,592 | |
| MORGAN STANLEY - NONCOVERED | P | 2020-12-31 | $10,374 | $4,682 | $5,692 | $5,692 | |
| MORGAN STANLEY - ST COVERED | P | 2020-12-31 | $449 | $446 | $3 | $3 | |
| MORGAN STANLEY - LT COVERED | P | 2020-12-31 | $158,753 | $153,298 | $5,455 | $5,455 | |
| MORGAN STANLEY - NONCOVERED | P | 2020-12-31 | $50,000 | $50,000 | $0 | $0 | |
| MORGAN STANLEY - NONCOVERED | P | 2020-11-11 | $1,630 | $1,557 | $73 | $73 | 2019-11-13 |
| MORGAN STANLEY - NONCOVERED | P | 2020-11-11 | $215 | $206 | $9 | $9 | 2019-11-08 |
| CAPITAL GAINS DIVIDENDS | P | $1,648 | $1,648 | $1,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$34,067 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $631 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $631 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $631 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $645 | 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 | ERICK CUTLER | IndividualWithBooksNm |
| Phone | 9728185300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16800 DALLAS PKWY 240 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752481991 | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CECILIA M RINARD | ||||||||
| 2312 CEDAR ELM TERRACE | WESTLAKE | TX | 76262 | PRESIDENT & TREASURER | 2.50 | $0 | $0 | $0 |
| LUKE A RINARD | ||||||||
| 885 WOODSIDE ROAD 406 | REDWOOD CITY | CA | 94061 | VICE PRESIDENT & SECRETARY | 0.50 | $0 | $0 | $0 |
| IRA W SILVERMAN | ||||||||
| 8117 PRESTON ROAD 670 | DALLAS | TX | 75225 | DIRECTOR | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,707,827 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,758 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,833,585 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,833,585 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,504 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,776,081 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $188,804 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $188,804 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $631 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $631 | TotalTaxAmt |
| Distributable Before Adj | $188,173 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $188,173 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $188,173 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $201,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $201,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $201,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $188,173 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,206 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $201,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,206 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $188,173 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,721 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,721 | 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 | $11,721 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $11,721 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASPCA | ||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | N/A | ANIMAL CARE & SUPPORT SERVICES | $1,000 |
| BE THE DIFFERENCE FOUNDATION | ||||||
| PO BOX 540954 | DALLAS | TX | 75354 | N/A | EDUCATION, SUPPORT, AND RESEARCH FOR PEOPLE AFFECTED BY OVARIAN CANCER. | $1,000 |
| BLACKLAND PRAIRIE RAPTOR CENTER | ||||||
| 1625 BROCKDALE PARK ROAD | LUCAS | TX | 75002 | N/A | ANIMAL CARE & SUPPORT SERVICES | $1,000 |
| CARRY THE LOAD | ||||||
| 514 S HALL STREET | DALLAS | TX | 75226 | N/A | MILITARY/PATRIOTISM | $5,000 |
| CATHOLIC CHARITIES SAN FRANCISCO | ||||||
| 1555 39TH AVENUE | SAN FRANCISCO | CA | 94122 | N/A | HOMELESSNESS/HOUSING SERVICES | $10,000 |
| CATHOLIC CHARITIES DIOCESE OF FT WORTH | ||||||
| 800 W LOOP 820 SOUTH | FT WORTH | TX | 76108 | N/A | RELIGIOUS | $1,000 |
| COMMUNITY FOOD BANK | ||||||
| 3000 GALVEZ AVENUE | FT WORTH | TX | 76111 | N/A | FOOD SECURITY | $8,000 |
| COMMUNITY FOOD PANTRY OF MCKINNEY | ||||||
| 307 SMITH STREET | MCKINNEY | TX | 75069 | N/A | FOOD SECURITY | $2,000 |
| DOCTORS WITHOUT BORDERS (MEDECINS SANS FRONTIERES) | ||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | MEDICAL SERVICES | $10,100 |
| ETERNAL WORD TELEVISION NETWORK INC | ||||||
| 5817 OLD LEEDS RD | IRONDALE | AL | 35210 | N/A | RELIGIOUS | $10,000 |
| FOLDS OF HONOR | ||||||
| FOLDS OF HONOR DEPARTMENT 13 | TULSA | OK | 74182 | N/A | MILITARY/PATRIOTISM | $5,000 |
| GARY SINISE FOUNDATION | ||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | N/A | MILITARY/PATRIOTISM | $3,000 |
| GOOD SHEPHERD CATHOLIC COMMUNITY | ||||||
| 1000 TINKER RD | COLLEYVILLE | TX | 76034 | N/A | RELIGIOUS | $25,000 |
| HUMANE SOCIETY OF NORTH TEXAS | ||||||
| 1840 E LANCASTER AVENUE | FT WORTH | TX | 76103 | N/A | ANIMAL CARE & SUPPORT SERVICES | $1,000 |
| K9 PARTNERS FOR PATRIOTS INC | ||||||
| 15322 AVIATION LOOP DR | BROOKSVILLE | FL | 34604 | N/A | MILITARY ANIMALS | $5,000 |
| K9S FOR WARRIORS | ||||||
| 114 CAMP K9 ROAD | PONTE VEDRA | FL | 32081 | N/A | MILITARY ANIMALS | $7,000 |
| MALALA FUND | ||||||
| ONLINE DONATION | DALLAS | TX | 76262 | N/A | GIRLS EDUCATION AROUND THE WORLD | $2,000 |
| MINNIE'S FOOD PANTRY | ||||||
| 671 18TH STREET | PLANO | TX | 75074 | N/A | FOOD SECURITY | $17,000 |
| MISSION ASSET FUND | ||||||
| 3269 MISSION ST | SAN FRANCISCO | CA | 94110 | N/A | FINANCIAL NEEDS OF LOW INCOME AND MARGINALIZED COMMUNITIES | $15,000 |
| NATIONAL CENTER FOR TRANSGENDER EQUALITY | ||||||
| 1133 19TH ST NW SUITE 302 | WASHINGTON DC | DC | 20036 | N/A | LGBTQ SUPPORT | $5,000 |
| NORTH TEXAS FOOD BANK | ||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | N/A | FOOD SECURITY | $3,500 |
| PATRIOT PAWS SERVICE DOGS | ||||||
| 254 RANCH TRAIL | ROCKWALL | TX | 75032 | N/A | MILITARY ANIMALS | $5,000 |
| ROANOKE FOOD PANTRY (NORTHWEST CHRISTIAN COMMUNITY SERVICE) | ||||||
| 108 PECAN STREET | ROANOKE | TX | 76262 | N/A | FOOD SECURITY | $5,000 |
| SAINT MICHAEL AND ALL ANGELS EPISCOPAL CHURCH | ||||||
| 123 WEST SALE ROAD | LAKE CHARLES | LA | 70605 | N/A | RELIGIOUS | $3,000 |
| SECOND HARVEST OF SILICON VALLEY | ||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | N/A | FOOD SECURITY | $15,000 |
| SPCA OF TEXAS | ||||||
| 2400 LONE STAR DRIVE | DALLAS | TX | 75212 | N/A | ANIMAL CARE & SUPPORT SERVICES | $2,000 |
| TARRANT AREA FOOD BANK | ||||||
| 2525 CULLEN STREET | FT WORTH | TX | 76107 | N/A | FOOD SECURITY | $17,500 |
| TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | N/A | MILITARY/PATRIOTISM | $5,000 |
| WARRIOR CANINE CONNECTION | ||||||
| 14934 SCHAEFFER ROAD | BOYDS | MD | 20841 | N/A | MILITARY ANIMALS | $5,000 |
| WORLD WILDLIFE FUND INC | ||||||
| 1250 24TH STREET NW | WASHINGTON DC | DC | 20037 | N/A | WILDLIFE CONSERVATION | $1,000 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | MILITARY/PATRIOTISM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $201,100 | 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 | $8,521 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,566 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$34,067 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $66,020 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,020 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ISAAC I FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2602 MCKINNEY SUITE 260 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $356,248 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCK, BONDS, SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $196,248 | FairMarketValueAmt |
| Received | 2020-01-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $5,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY ACCOUNTS 9679 AND 9690 | BondNm |
| EOY Book Value | $483,663 | EOYBookValueAmt |
| EOYFMV | $505,078 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY ACCOUNTS 9679 AND 9690 | StockNm |
| EOY Book Value | $2,889,586 | EOYBookValueAmt |
| EOYFMV | $3,700,499 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,388 | LegalFeesAmt |
| Net Investment Income | $11,388 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $35,768 | Amt |
| Net Investment Income | $35,768 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ISAAC I FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2602 MCKINNEY SUITE 260 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $2,053 | Amt |
| Net Investment Income | $2,053 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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