HARRIS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HARRIS FAMILY FOUNDATION (EIN 87-6423494)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-27
- IRS object ID
- 202522399349100012
- Schema version
- 2024v5.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-27T12:34:03-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wayne Wright EA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 N Ventura Unit 1112 | AddressLine1Txt |
| City | Ventura | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 876423494 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harris Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Chris Harris | InCareOfNm |
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 6026172345 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4775 N Camino Antonio | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS HARRIS | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6026172345 | PhoneNum |
| Signature | 2025-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE F WRIGHT | PreparerPersonNm |
| PTIN | P00576987 | PTIN |
| Phone | 6612951950 | PhoneNum |
| Preparation | 2025-08-27 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,154,698 | 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 | $834,780 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $223,848 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $57,779 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,300,961 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,779 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $57,779 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,440 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $2,440 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,118,847 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,779 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $60,219 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $300 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,092 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $511 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $511 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $811 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $811 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $199,637 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $199,637 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,329 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $811 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $200,448 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $913,518 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,968 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $60,219 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $123,242 | CashEOYAmt |
| Cash EOYFMV | $123,242 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $474,500 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,422,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,422,000 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,272,286 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,121,251 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,142,936 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $997,597 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,523,531 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,910,569 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $113,978 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $581,855 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $555,951 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,858,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,771,879 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,154,698 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,850,772 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,771,878 | CapitalStockEOYAmt |
| Retained Earning BOY | $7,589 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,858,361 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,771,879 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,858,361 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,771,879 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,858,361 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $913,518 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,771,879 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,771,879 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| Gross Sales Price | $11,300,961 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,243,182 | CostOrOtherBasisAmt |
| Gain Or Loss | $57,779 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $57,779 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,779 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $57,779 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $792 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $792 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $792 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $792 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | CHRISTOPHER HARRIS | IndividualWithBooksNm |
| Phone | 6026172345 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4775 N Camino Antonio | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Christopher M Harris | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4775 N Camino Antonio | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 3.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Provides direct financial aid to students who might otherwise be overlooked when seeking high school and college education assistance | Description1Txt |
| Expenses1 | $47,367 | Expenses1Amt |
| Description2 | Financial Wellness program at Salpointe High School and University of Arizona | Description2Txt |
| Expenses2 | $80,000 | Expenses2Amt |
| Description3 | Tucson Conquistadores in support of a core values recognition award program | Description3Txt |
| Expenses3 | $5,000 | Expenses3Amt |
| Description4 | Columbia Childrens health in support of wellness | Description4Txt |
| Expenses4 | $1,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,415,279 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $778,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $555,951 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,749,280 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,749,280 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,239 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,663,041 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $283,152 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $200,448 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $200,448 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Undistributed Income PY | $165,601 | UndistributedIncomePYAmt |
| Qualifying Distributions | $200,448 | QualifyingDistributionsAmt |
| Applied To Year1 | $165,601 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $34,847 | RemainingDistriFromCorpusAmt |
| Total Corpus | $34,847 | TotalCorpusAmt |
| Excess Distri Cyov To Next Yr | $34,847 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $34,847 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2021-07-09 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $60,219 | CurrentYearAmt |
| Year1 | $152,014 | Year1Amt |
| Year2 | $35,849 | Year2Amt |
| Total | $248,082 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $51,186 | CurrentYearAmt |
| Year1 | $129,212 | Year1Amt |
| Year2 | $30,472 | Year2Amt |
| Total | $210,870 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $200,448 | CurrentYearAmt |
| Year1 | $56,753 | Year1Amt |
| Year2 | $3,500 | Year2Amt |
| Total | $260,701 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $200,448 | CurrentYearAmt |
| Year1 | $56,753 | Year1Amt |
| Year2 | $3,500 | Year2Amt |
| Total | $260,701 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $188,768 | CurrentYearAmt |
| Year1 | $129,688 | Year1Amt |
| Year2 | $2,333 | Year2Amt |
| Total | $320,789 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTOPHER HARRIS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HARRIS FAMILY FDN-ATTN CHRIS HARRIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4775 N Camino Antonio | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6026172345 | RecipientPhoneNum |
| Recipient Email Address | theharrisfamilyfoundationaz@gmail.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Applications are provided via email request at theharrisfamilyfoundationaz@gmail.com | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Not Applicable | SubmissionDeadlinesTxt |
| Restrictions On Awards | Geographically limited to Southern Arizona. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Integrative Touch | |||||||
| 7493 N Oracle Road | Tucson | AZ | 85704 | Donee | PC | Create & fund prog Serve special needs summer camp | $41,270 |
| Columbia Children Health Charity | |||||||
| 630 W 168th St | New York | NY | 10032 | Donee | PC | To help fund children pediatric health | $1,000 |
| Norton School of Human Ecology | |||||||
| 650 N Park Ave | Tucson | AZ | 85719 | Donee | PC | Fund program to promote financial literacy | $5,000 |
| Salpointe High School | |||||||
| 1545 E Copper St | Tucson | AZ | 85719 | Donee | PC | Fund financial wellness program | $80,000 |
| United Way of Tucson | |||||||
| 330 N Commerce Park Loop 200 | Tucson | AZ | 85745 | Donee | PC | Fund prog for corp recog annual luncheon | $10,000 |
| El Tour de Tucson | |||||||
| 1202 E Broadway Blvd | Tucson | AZ | 85719 | Donee | PC | Support Rotary International Polio Program | $10,000 |
| Tucson Conquistidors | |||||||
| 3320 N Campbell Ave Ste 200 | Tucson | AZ | 85719 | Donee | PC | Fund prog for golf athelete core values Scholarsh | $5,000 |
| Scholarships for Individuals | |||||||
| 4775 N Camino Antonio | Tucson | AZ | 85718 | Donees | I | Provides direct financial aid for needy students | $47,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $199,637 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,515 | ExclusionAmt |
| Related Or Exempt Function Incm | $163,333 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $60,515 | ExclusionAmt |
| Related Or Exempt Function Incm | $163,333 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $223,848 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a | LineNumberTxt |
| Relationship Statement | See Sch O for a complete explanation | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Harris Family Trust | ||||||
| 1 | 4775 N Camino Antonio | Tucson | AZ | 85718 | $824,780 | Yes (X) |
| Thomas R Brown Family Foundations | ||||||
| 2 | PO Box 31930 | Tucson | AZ | 85718 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Tax Prep Fees | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $300 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| Form 990PF-General Explanation Attachment 1 | PART XV-B RELATIONSHIP OF ACTIVITIES TO THE ACCOMPLISHMENT OF EXEMPT PURPOSES -Provides direct financial aid to students who might otherwise be overlooked when seeking high school and college education assistance. The Foundation is designed to provide financial assistance to students in the greater Tucson area who may not have performed to their potential due to circumstances beyond their control, especially poverty and human distress. Scholarships are awarded to students who have faced extreme hardship during their K-12 or high school years yet are highly motivated to continue their education. Special consideration will be given to those to be the first in their families to seek a college degree. |
| Form 990PF-General Explanation Attachment 2 | PART XV-B RELATIONSHIP OF ACTIVITIES TO THE ACCOMPLISHMENT OF EXEMPT PURPOSES -Provides direct financial assistance and ongoing curriculum support for the establishment of personal economics education at the high school and undergraduate college levels. The curriculum emphasized will be personal budgeting, fundamentals of personal banking, savings and investment. Maintains ongoing involvement including annual review and recommending updates as needed of curriculum and contribute time and expertise to personal economics education program, including providing availability for guest lecturers. |
| Form 990PF-General Explanation Attachment 3 | PART XV-B RELATIONSHIP OF ACTIVITIES TO THE ACCOMPLISHMENT OF EXEMPT PURPOSES -Provides direct financial aid and ongoing mentorship support to students who have interest in pursuing a career in community service or charitable organizations in the greater Tucson area, enabling students to take on otherwise unpaid internshipswork in community service or charitable organizations. Maintains ongoing involvement including introducing students to local community leaders in organizations to assist them in finding such employment. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Exchange Traded Funds | StockNm |
| EOY Book Value | $1,523,531 | EOYBookValueAmt |
| EOYFMV | $1,910,569 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,121,251 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,142,936 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Brookfield Infrastructure Debt III | $156,172 | $156,279 |
| Brookfield Infrastructure V | $175,683 | $149,672 |
| Iridius Capital | $250,000 | $250,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tax Refund | Desc |
| Revenue And Expenses Per Books | $2,440 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,440 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal Excise Tax Paid | $4,070 | $0 | $0 | $0 |
| Foreign Tax Paid on Securities | $1,022 | $511 | $0 | $511 |
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