TRI THORNTON FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
TRI THORNTON FOUNDATION (EIN 45-4732528)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201933199349105928
Schema version
2018v3.1
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)
Return2019-11-15T22:48:17-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742532710PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GINDLER CHAPPELL MORRISON & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 E ANDERSON LANE STE 250AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78752ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454732528EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRI THORNTON FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRITBusinessNameControlTxt
Phone5126154431PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19063 FM 2244AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78733ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT A STREHLIPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone5126154431PhoneNum
Signature2019-05-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACK B GINDLERPreparerPersonNm
PTINP00267601PTIN
Phone5128339600PhoneNum
Preparation2019-05-22PreparationDt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,470,099FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$234,998DividendsRevAndExpnssAmt
Dividends Net Invst Incm$234,998DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$281NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$156,055GrossSalesPriceAmt
Total Rev And Expnss$234,717TotalRevAndExpnssAmt
Total Net Invst Incm$234,998TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$825AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$825AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,318TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,318TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$60OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$60OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,028TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,203TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$825TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$270,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$270,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$274,028TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,203TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$270,825TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$39,311ExcessRevenueOverExpensesAmt
Net Investment Income$231,795NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,281CashBOYAmt
Cash EOY$127,624CashEOYAmt
Cash EOYFMV$127,624CashEOYFMVAmt
Prepaid Expenses BOY$2,473PrepaidExpensesBOYAmt
Prepaid Expenses EOY$5,155PrepaidExpensesEOYAmt
Corporate Stock BOY$7,498,811CorporateStockBOYAmt
Corporate Stock EOY$7,342,475CorporateStockEOYAmt
Corporate Stock EOYFMV$7,342,475CorporateStockEOYFMVAmt
Total Assets BOY$7,514,565TotalAssetsBOYAmt
Total Assets EOY$7,475,254TotalAssetsEOYAmt
Total Assets EOYFMV$7,470,099TotalAssetsEOYFMVAmt
Other Liabilities BOY$5,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$5,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$5,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,000TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$7,509,565UnrestrictedBOYAmt
Unrestricted EOY$7,470,254UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$7,509,565TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,470,254TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,514,565TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,475,254TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,509,565TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$39,311ExcessRevenueOverExpensesAmt
Subtotal$7,470,254SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,470,254TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$263,001AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,401,570NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.035533DistributionYr1Rt
Adjusted Qlfy Distri Yr2$567,111AdjustedQlfyDistriYr2Amt
Total Distribution0.035533TotalDistributionRt
Average Distribution0.035533AverageDistributionRt
Net Vl Noncharitable Assets$7,395,156NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$262,772AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,318NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$265,090AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$270,825QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,318InvestmentIncomeExciseTaxAmt
Subtotal$2,318SubtotalAmt
Tax Based On Investment Income$2,318TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,473EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$7,473TotalPaymentsAndCreditsAmt
Overpayment$5,155OverpaymentAmt
Applied To ES Tax$5,155AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsfalseAtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressINFO@CFORR.ORGWebsiteAddressTxt
Individual With BooksGLEN W SIMPSONIndividualWithBooksNm
Phone5126154431PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19063 FM 2244AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78733ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SCOTT A STREHLI
9063 FM 2244AUSTINTX78733SECRETARY000.00$0$0$0
GLEN W SIMPSON
9063 FM 2244AUSTINTX78733TREASURER000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DONATIONS TO COMMUNITIES FOR RECOVERYDescription1Txt
Expenses1$270,000Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,433,507AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$74,266AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,507,773TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$7,507,773AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$112,617CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,395,156NetVlNoncharitableAssetsAmt
Minimum Investment Return$369,758MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$369,758MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,318TaxBasedOnInvestmentIncomeAmt
Total Tax$2,318TotalTaxAmt
Distributable Before Adj$367,440DistributableBeforeAdjAmt
Distributable Before Ded$367,440DistributableBeforeDedAmt
Distributable As Adjusted$367,440DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$270,825ExpensesAndContributionsAmt
Qualifying Distributions$270,825QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,318PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$268,507AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$367,440DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$96,397ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$96,397TotalExcessDistributionCyovAmt
Qualifying Distributions$270,825QualifyingDistributionsAmt
Applied To Current Year$270,825AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$96,397ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$96,397ExcessDistributionCyovAppCYAmt
Undistributed Income CY$218UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient Phone5126154431RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITIES FOR RECOVERYBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14110 GUADALUPE BLDG 635AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78751ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeFUND CHARITABLE PROGRAMGrantOrContributionPurposeTxt
Amt$270,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$270,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$234,998ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$281RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$234,998ExclusionAmt
Related Or Exempt Function Incm-$281RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$234,717TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,650Amt
Net Investment Income$825NetInvestmentIncomeAmt
Disbursements Charitable Prps$825DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
1140 S TEXAS RESEARCH INT'L CL A PFD2016-08PURCHASE2018-04$17,339$17,370-$31
1140 S TEXAS RESEARCH INT'L CL A PFD2016-08PURCHASE2018-05$17,339$17,370-$31
1140 S TEXAS RESEARCH INT'L CL A PFD2016-08PURCHASE2018-06$17,339$17,370-$31
1140 S TEXAS RESEARCH INT'L CL A PFD2016-08PURCHASE2018-07$17,339$17,371-$32
1140 S TEXAS RESEARCH INT'L CL A PFD2016-08PURCHASE2018-08$17,339$17,371-$32
1140 S TEXAS RESEARCH INT'L CL A PFD2016-08PURCHASE2018-09$17,340$17,371-$31
1140 S TEXAS RESEARCH INT'L CL A PFD2016-08PURCHASE2018-10$17,340$17,371-$31
1140 S TEXAS RESEARCH INT'L CL A PFD2016-08PURCHASE2018-11$17,340$17,371-$31
1140 S TEXAS RESEARCH INT'L CL A PFD2016-08PURCHASE2018-12$17,340$17,371-$31

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
493000 SHS TRI CL A PREFERRED
482740 SHS TRI CL A PREFERRED$7,342,475$7,342,475

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK CHARGES$60$60

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescLOAN FROM TRIDesc
BOY Book Value$5,000BOYBookValueAmt
EOY Book Value$5,000EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2018 EXCISE TAXCategoryTxt
Amt$2,318Amt
Net Investment Income$2,318NetInvestmentIncomeAmt

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