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RON AND SUZANNE HARRIS FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
RON AND SUZANNE HARRIS FAMILY FOUNDATION (EIN 27-2345853)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-13
IRS object ID
202012269349100221
Schema version
2019v5.1
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)
Return2020-08-13T16:48:53-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN822760175PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLYLER STALLOP & COMPTON PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15000 PLAZA ON THE LAKE SUITE 325AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78746ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN272345853EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RON AND SUZANNE HARRIS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRONABusinessNameControlTxt
Phone5123204019PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12901 VIA FORTUNA BLDG 6 SUITE 550AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78746ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRON HARRISPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5123204019PhoneNum
Signature2020-08-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH COMPTONPreparerPersonNm
PTINP00541630PTIN
Phone5123272000PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,958,139FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,405,176ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5,970InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,970InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,814DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,814DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$16,081OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$16,081OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,440,041TotalRevAndExpnssAmt
Total Net Invst Incm$34,865TotalNetInvstIncmAmt
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$1,355AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$678AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$677AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$35OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$18OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,587TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,135OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,135OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,112TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,830TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$695TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,112TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,830TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$695TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,433,929ExcessRevenueOverExpensesAmt
Net Investment Income$32,035NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$325,895CashBOYAmt
Cash EOY$349,422CashEOYAmt
Cash EOYFMV$349,422CashEOYFMVAmt
Corporate Stock BOY$551,561CorporateStockBOYAmt
Corporate Stock EOY$2,155,035CorporateStockEOYAmt
Corporate Stock EOYFMV$2,155,035CorporateStockEOYFMVAmt
Other Investments BOY$449,138OtherInvestmentsBOYAmt
Other Investments EOY$453,682OtherInvestmentsEOYAmt
Other Investments EOYFMV$453,682OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,326,594TotalAssetsBOYAmt
Total Assets EOY$2,958,139TotalAssetsEOYAmt
Total Assets EOYFMV$2,958,139TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,326,594RetainedEarningBOYAmt
Retained Earning EOY$2,958,139RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,326,594TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,958,139TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,326,594TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,958,139TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,326,594TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,433,929ExcessRevenueOverExpensesAmt
Other Increases$198,297OtherIncreasesAmt
Subtotal$2,958,820SubtotalAmt
Other Decreases$681OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,958,139TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$589AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,218,476NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000483DistributionYr1Rt
Adjusted Qlfy Distri Yr2$119,879AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,316,795NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.091038DistributionYr2Rt
Adjusted Qlfy Distri Yr3$149,997AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$590,743NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.253912DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$20,521NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.345433TotalDistributionRt
Average Distribution0.069087AverageDistributionRt
Net Vl Noncharitable Assets$1,520,542NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$105,050AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$320NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$105,370AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$695QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$641InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$641SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$641TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,350ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,350TotalPaymentsAndCreditsAmt
Es Penalty$20EsPenaltyAmt
Overpayment$689OverpaymentAmt
Applied To ES Tax$689AppliedToESTaxAmt
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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5123204019PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12901 VIA FORTUNA BLDG 6 SUITE 550AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78746ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RON HARRIS
301 BENT TREE COURTAUSTINTX78746DIRECTOR5.00$0$0$0
SUZANNE HARRIS
301 BENT TREE COURTAUSTINTX78746DIRECTOR5.00$0$0$0
HALLIE DESIX HARRIS
8523 THACKERY STREET 8111DALLASTX75225DIRECTOR5.00$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$1,207,322AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$336,375AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,543,697TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,543,697AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,155CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,520,542NetVlNoncharitableAssetsAmt
Minimum Investment Return$76,027MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$76,027MinimumInvestmentReturnAmt
Tax Based On Investment Income$641TaxBasedOnInvestmentIncomeAmt
Income Tax$2,937IncomeTaxAmt
Total Tax$3,578TotalTaxAmt
Distributable Before Adj$72,449DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$72,449DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$72,449DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$695ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$695QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$695AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$72,449DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$61,479ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$56,504ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$117,983TotalExcessDistributionCyovAmt
Qualifying Distributions$695QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$695AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$71,754ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$71,754ExcessDistributionCyovAppCYAmt
Total Corpus$46,229TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$46,229ExcessDistriCyovToNextYrAmt
Excess From Year2$46,229ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRON HARRISRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12901 VIA FORTUNA BLDG 6 SUITE 550AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78746ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5123204019RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORM REQUIREDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsMUST MEET THE DEFINITION WITHIN INTERNAL REVENUE SERVICE CODE 501(C)(3)RestrictionsOnAwardsTxt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,970ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,814ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,081ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$34,865ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,865TotalIncomeProducingActyAmt

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 PersonRON AND SUZANNE HARRISContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1301 BENT TREE COURTAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78746ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,405,176TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11,040 SHS EBAY, INC (EBAY)$37,6382019-12-20
13,000 SHS GRAND CANYON EDUCATION, INC (LOPE)$292,6802019-12-20
15,865 SHS GREEN DOT CORPORATION (GDOT)$136,6552019-12-20
14,400 SHS MICROSOFT CORPORATION (MSFT)$692,6042019-12-20
12,472 SHS ORACLE CORPORATION (ORCL)$132,4992019-12-20
11,040 SHS PAYPAL HOLDINGS, INC (PYPL)$113,1002019-12-20

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,355Amt
Net Investment Income$678NetInvestmentIncomeAmt
Disbursements Charitable Prps$677DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SBUX$756,112$756,112
ORCL$130,967$130,967
PYPL$112,497$112,497
MSFT$693,880$693,880
LOPE$287,370$287,370
EBAY$37,554$37,554
GDOT$136,655$136,655

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
221 GCX, LPFMV$248,547$248,547
221 VEC, LPFMV$87,226$87,226
2717 CRN, LPFMV$117,909$117,909

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNONDEDUCTIBLE EXPENSES FROM PASSTHROUGHDesc
Amt$681Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
221 GCX, LP$550$550$0
221 VEC, LP$489$489$0
2717 CRN, LP$1,096$1,096$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Desc2717 CRN, LPDesc
Revenue And Expenses Per Books$16,081RevenueAndExpensesPerBooksAmt
Net Investment Income$16,081NetInvestmentIncomeAmt
Adjusted Net Income$16,081AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN/LOSS$196,018
PRIOR PERIOD ADJUSTMENT$2,279

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBANK FEESCategoryTxt
Amt$35Amt
Net Investment Income$17NetInvestmentIncomeAmt
Disbursements Charitable Prps$18DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$2,587Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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