BETA

SJR CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SJR CHARITABLE FOUNDATION (EIN 20-5498853)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-11
IRS object ID
202003169349101405
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-11T14:58:39-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN824526527PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARG & HENSON CPAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11300 S UNIVERSITY DR STE 312AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP761078099ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205498853EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SJR CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSJRCBusinessNameControlTxt
Phone3109484519PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11131 CYPRESS AVENUEAddressLine1Txt
CityHERMOSA BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90254ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURA RAYMONDPersonNm
Person TitlePRESIDENT/SECRETARYPersonTitleTxt
Phone3109484519PhoneNum
Signature2020-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONALD R BARGPreparerPersonNm
PTINP00196715PTIN
Phone8178701057PhoneNum
Preparation2020-11-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address52.38.98.93IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-11IPDt
IP Tm14:58:39IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0870430E521C002C3ACD00A2EA7DF5D776DA864DAtSubmissionCreationDeviceId
At Submission Filing Device Id9C6915E0816639CDF54ED79BB838E991D16A233CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$206,188FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$58,388ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$60InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$60InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,814DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,814DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,034NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$29,271GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,034CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$63,296TotalRevAndExpnssAmt
Total Net Invst Incm$4,908TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$12,698LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,389AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$61TaxesRevAndExpnssAmt
Taxes Net Invst Incm$36TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$8,995OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,109OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$25,143TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,145TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$59,143TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,145TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$34,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,153ExcessRevenueOverExpensesAmt
Net Investment Income$3,763NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Sav And Temp Cash Invst BOY$83,578SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$90,912SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$90,912SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$105,197OtherInvestmentsBOYAmt
Other Investments EOY$115,276OtherInvestmentsEOYAmt
Other Investments EOYFMV$115,276OtherInvestmentsEOYFMVAmt
Total Assets BOY$188,776TotalAssetsBOYAmt
Total Assets EOY$206,188TotalAssetsEOYAmt
Total Assets EOYFMV$206,188TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$188,776NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$206,188NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$188,776TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$206,188TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$188,776TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$206,188TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$188,776TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,153ExcessRevenueOverExpensesAmt
Other Increases$13,259OtherIncreasesAmt
Subtotal$206,188SubtotalAmt
Tot Net Ast Or Fund Balances EOY$206,188TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES SEE STMTP$3,532$3,507$25$25
PUBLICLY TRADED SECURITIES SEE STMTP$25,266$23,730$1,536$1,536
FieldValueIRS element (for citing)
Capital Gain Net Income$2,034CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$25NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$64,975AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$212,716NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.305454DistributionYr1Rt
Adjusted Qlfy Distri Yr2$48,972AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$68,517AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$47,103AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$43,971AdjustedQlfyDistriYr5Amt
Total Distribution0.305454TotalDistributionRt
Average Distribution0.305454AverageDistributionRt
Net Vl Noncharitable Assets$212,970NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$65,053AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$38NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$65,091AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$34,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$75InvestmentIncomeExciseTaxAmt
Subtotal$75SubtotalAmt
Tax Based On Investment Income$75TaxBasedOnInvestmentIncomeAmt
Tax Due$75TaxDueAmt

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 BylawsYes (true)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLAURA RAYMONDIndividualWithBooksNm
Phone3109484519PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11131 CYPRESS AVENUEAddressLine1Txt
CityHERMOSA BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90254ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAURA RAYMOND
1131 CYPRESS AVENUEHERMOSA BEACHCA90254PRESIDENT/SE3.00$0$0$0
MATT RAYMOND
1131 CYPRESS AVENUEHERMOSA BEACHCA90254VICE PRESIDE1.00$0$0$0
VALLI KINDRED
5625 TWIN BROOKS DRIVEDALLASTX75252TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$109,383AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$106,830AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$216,213TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$216,213AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,243CashDeemedCharitableAmt
Net Vl Noncharitable Assets$212,970NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,649MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,649MinimumInvestmentReturnAmt
Tax Based On Investment Income$75TaxBasedOnInvestmentIncomeAmt
Total Tax$75TotalTaxAmt
Distributable Before Adj$10,574DistributableBeforeAdjAmt
Distributable Before Ded$10,574DistributableBeforeDedAmt
Distributable As Adjusted$10,574DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$34,000ExpensesAndContributionsAmt
Qualifying Distributions$34,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$34,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,574DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$33,964ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$47,125ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$68,528ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$48,972ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$54,389ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$252,978TotalExcessDistributionCyovAmt
Qualifying Distributions$34,000QualifyingDistributionsAmt
Applied To Current Year$10,574AppliedToCurrentYearAmt
Remaining Distri From Corpus$23,426RemainingDistriFromCorpusAmt
Total Corpus$276,404TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$33,964ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$242,440ExcessDistriCyovToNextYrAmt
Excess From Year4$47,125ExcessFromYear4Amt
Excess From Year3$68,528ExcessFromYear3Amt
Excess From Year2$48,972ExcessFromYear2Amt
Excess From Year1$54,389ExcessFromYear1Amt
Excess From Current Year$23,426ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PARTNERS IN EDUCATION FOUNDATION
PO BOX 23374SANTA FENM87502501(C)(3)IMPROVEMENT OF MUSICAL EDUCATION$24,000
N M SCHOOL FOR THE DEAF
1060 CERRILLOS ROADSANTA FENM87505GOVIMPROVEMENT OF EDUCATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$60ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,814ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,034ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,908ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,908TotalIncomeProducingActyAmt

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

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 PersonSARAH J RINEHARTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1704 CAMINO CABRAAddressLine1Txt
CitySANTA FECityNm
State AbbreviationNMStateAbbreviationCd
ZIP875055924ZIPCd
FieldValueIRS element (for citing)
Total Contributions$58,388TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$3,389Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPUBLICLY TRADED SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$115,276BookValueAmt
EOYFMV$115,276EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$12,698LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADVISORY FEES$1,109$1,109
MEETING EXPENSES$7,886

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINCREASE IN FMV OF PUBLICLY TRADED SECURITIESDesc
Amt$13,259Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonSARAH J RINEHARTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1704 CAMINO CABRAAddressLine1Txt
CitySANTA FECityNm
State AbbreviationNMStateAbbreviationCd
ZIP87505ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX$36$36
FEDERAL EXCISE TAX$25

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