BETA

HARRIS FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HARRIS FAMILY FOUNDATION INC (EIN 20-8114369)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-16
IRS object ID
202021689349100637
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)
Return2020-06-16T13:47:01-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561965804PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THOMAS JUDY & TUCKER PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14700 FALLS OF NEUSE ROADAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27609ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208114369EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARRIS FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARRBusinessNameControlTxt
Phone9198333609PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1608 GASTON STREETAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27603ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWORTH HARRISPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9198333609PhoneNum
Signature2020-06-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS R CRAWFORD JR CPAPreparerPersonNm
PTINP01281219PTIN
Phone9195717055PhoneNum
Preparation2020-06-16PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.63.156.10IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-16IPDt
IP Tm13:46:58IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdD7FC84C7CC65DF7730FF7A6D73B6C1140A484BF1AtSubmissionFilingDeviceId
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$1,301,915FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$40,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$301InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$301InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,460DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,460DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$28,978NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$28,978GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$28,978CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$95,739TotalRevAndExpnssAmt
Total Net Invst Incm$55,739TotalNetInvstIncmAmt
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$2,055AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,028AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,027AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,765TaxesRevAndExpnssAmt
Taxes Net Invst Incm$465TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,820TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,493TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,027TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,020TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,493TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,227TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$66,719ExcessRevenueOverExpensesAmt
Net Investment Income$54,246NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$126,921CashBOYAmt
Cash EOY$108,168CashEOYAmt
Cash EOYFMV$108,168CashEOYFMVAmt
Other Investments BOY$875,270OtherInvestmentsBOYAmt
Other Investments EOY$930,242OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,193,747OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,002,191TotalAssetsBOYAmt
Total Assets EOY$1,038,410TotalAssetsEOYAmt
Total Assets EOYFMV$1,301,915TotalAssetsEOYFMVAmt
Grants Payable BOY$30,500GrantsPayableBOYAmt
Total Liabilities BOY$30,500TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$971,691NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,038,410NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$971,691TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,038,410TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,002,191TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,038,410TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$971,691TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$66,719ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,038,410SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,038,410TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$28,978GrossSalesPriceAmt
Gain Or Loss$28,978GainOrLossAmt
Gains Minus Excess Or Losses$28,978GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$28,978CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$75,540AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,159,274NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.065161DistributionYr1Rt
Adjusted Qlfy Distri Yr2$85,625AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,013,087NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.084519DistributionYr2Rt
Adjusted Qlfy Distri Yr3$181,837AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,001,441NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.181575DistributionYr3Rt
Adjusted Qlfy Distri Yr4$50,371AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$895,480NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.056250DistributionYr4Rt
Adjusted Qlfy Distri Yr5$72,458AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$870,118NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.083274DistributionYr5Rt
Total Distribution0.470779TotalDistributionRt
Average Distribution0.094156AverageDistributionRt
Net Vl Noncharitable Assets$1,175,355NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$110,667AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$542NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$111,209AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$26,227QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,085InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,085SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,085TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$40EsPenaltyAmt
Tax Due$1,125TaxDueAmt

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 Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
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
Individual With BooksTHOMAS JUDY TUCKER PAIndividualWithBooksNm
Phone9195717055PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14700 FALLS OF NEUSE RD STE 400AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27609ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WORTH HARRIS
608 GASTON STREETRALEIGHNC27603PRESIDENT0.00$0$0$0
ANN HARRIS
608 GASTON STREETRALEIGHNC27603SECRETARY/TREASURER0.00$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$1,089,928AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$103,326AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,193,254TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,193,254AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,899CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,175,355NetVlNoncharitableAssetsAmt
Minimum Investment Return$58,768MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$58,768MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,085TaxBasedOnInvestmentIncomeAmt
Total Tax$1,085TotalTaxAmt
Distributable Before Adj$57,683DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$57,683DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$57,683DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,227ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$26,227QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$26,227AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$57,683DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$29,681ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,351ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$132,483ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$36,222ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$18,976ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$223,713TotalExcessDistributionCyovAmt
Qualifying Distributions$26,227QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$26,227AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$31,456ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$31,456ExcessDistributionCyovAppCYAmt
Total Corpus$192,257TotalCorpusAmt
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$192,257ExcessDistriCyovToNextYrAmt
Excess From Year4$4,576ExcessFromYear4Amt
Excess From Year3$132,483ExcessFromYear3Amt
Excess From Year2$36,222ExcessFromYear2Amt
Excess From Year1$18,976ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DUKE CANCER CENTER
PO BOX 90581DURHAMNC27708NONEPCGENERAL SUPPORT$1,000
NC COASTAL FEDERATION
3609 NC 24NEWPORTNC28570NONEPCGENERAL SUPPORT$100
RALEIGH RESCUE MISSION
PO BOX 27391RALEIGHNC27611NONEPCGENERAL SUPPORT$5,000
SALVATION ARMY
215 S PERSON STREETRALEIGHNC27603NONEPCGENERAL SUPPORT$5,000
URBAN MINISTRIES
1390 CAPITAL BLVDRALEIGHNC27611NONEPCGENERAL SUPPORT$1,000
YMCA
801 CORPORATE CENTER DR SUITE 200RALEIGHNC27607NONEPCGENERAL SUPPORT$12,000
BEAUFORT EMS
PO BOX 950BEAUFORTNC28516NONEPUBLICGENERAL SUPPORT$100
ALLIANCE MEDICAL MINISTRY
2610 NEW BERN AVENUERALEIGHNC27610NONEPCMEDICAL MINISTRY$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$301ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,460ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,978ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$55,739ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$55,739TotalIncomeProducingActyAmt

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1LARRY HARRISBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line117537 SE CONCH BAR AVENUEAddressLine1Txt
CityTEQUESTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33469ZIPCd
FieldValueIRS element (for citing)
Total Contributions$40,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,055Amt
Net Investment Income$1,028NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,027DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CAPITAL INCOME BUILDER FUND CLASS AAT COST$198,758$237,662
CAPITAL WORLD GROWTH & INCOME FUNDAT COST$245,524$318,221
EUROPACIFIC GROWTH FUNDAT COST$29,192$32,809
GROWTH FUND OF AMERICAAT COST$171,016$239,865
FUNDAMENTAL INVESTORS FUND CL A - AMERICAN FDSAT COST$56,115$76,062
INCOME FUND OF AMERICA CLASS AAT COST$229,637$289,128

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$465$465$0
FEDERAL TAXES$1,300$0$0

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