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SJR CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SJR CHARITABLE FOUNDATION (EIN 20-5498853)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-13
IRS object ID
201911339349102486
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)
Return2019-05-13T14:42:12-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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 TitleSECRETARYPersonTitleTxt
Phone3109484519PhoneNum
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONALD R BARGPreparerPersonNm
PTINP00196715PTIN
Phone8178701057PhoneNum
Preparation2019-05-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.16.49IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-13IPDt
IP Tm14:42:12IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA0BFC1D7EEB97DFC8E3018F2B497D4275FCE6DAAtSubmissionCreationDeviceId
At Submission Filing Device Id0445D4C55489E3E03C390F2DF0A15535266DD669AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$188,775FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$62,486ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$53InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$53InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,697DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,697DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$854NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$36,534GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$854CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$66,090TotalRevAndExpnssAmt
Total Net Invst Incm$3,604TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$10LegalFeesRevAndExpnssAmt
Taxes Rev And Expnss$26TaxesRevAndExpnssAmt
Taxes Net Invst Incm$26TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$2,051OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,109OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,087TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,135TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$67,087TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,135TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$65,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$997ExcessRevenueOverExpensesAmt
Net Investment Income$2,469NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1CashEOYAmt
Sav And Temp Cash Invst BOY$87,003SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$83,578SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$83,578SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$108,310OtherInvestmentsBOYAmt
Other Investments EOY$105,197OtherInvestmentsEOYAmt
Other Investments EOYFMV$105,197OtherInvestmentsEOYFMVAmt
Total Assets BOY$195,313TotalAssetsBOYAmt
Total Assets EOY$188,776TotalAssetsEOYAmt
Total Assets EOYFMV$188,775TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$195,313UnrestrictedBOYAmt
Unrestricted EOY$188,776UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$195,313TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$188,776TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$195,313TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$188,776TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$195,313TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$997ExcessRevenueOverExpensesAmt
Subtotal$194,316SubtotalAmt
Other Decreases$5,540OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$188,776TotNetAstOrFundBalancesEOYAmt

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 SECURITIESP$28,142$27,688$454$454
PUBLICLY TRADED SECURITIESP$7,839$7,992-$153-$153
FieldValueIRS element (for citing)
Capital Gain Net Income$854CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$48,972AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$68,517AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$47,103AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$43,971AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$32,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets$212,716NetVlNoncharitableAssetsAmt
Net Investment Income Pct$25NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$25AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$65,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$25InvestmentIncomeExciseTaxAmt
Subtotal$25SubtotalAmt
Tax Based On Investment Income$25TaxBasedOnInvestmentIncomeAmt
Tax Due$25TaxDueAmt

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 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
SARAH J RINEHART
704 CAMINO CABRASANTA FENM87505PRESIDENT3.00$0$0$0
LAURA RAYMOND
1131 CYPRESS AVENUEHERMOSA BEACHCA90254SECRETARY1.00$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$110,642AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$105,313AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$215,955TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$215,955AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,239CashDeemedCharitableAmt
Net Vl Noncharitable Assets$212,716NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,636MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,636MinimumInvestmentReturnAmt
Tax Based On Investment Income$25TaxBasedOnInvestmentIncomeAmt
Total Tax$25TotalTaxAmt
Distributable Before Adj$10,611DistributableBeforeAdjAmt
Distributable Before Ded$10,611DistributableBeforeDedAmt
Distributable As Adjusted$10,611DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$65,000ExpensesAndContributionsAmt
Qualifying Distributions$65,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$25PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$64,975AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,611DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$23,488ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$33,964ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$47,125ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$68,528ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$48,972ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$222,077TotalExcessDistributionCyovAmt
Qualifying Distributions$65,000QualifyingDistributionsAmt
Applied To Current Year$10,611AppliedToCurrentYearAmt
Remaining Distri From Corpus$54,389RemainingDistriFromCorpusAmt
Total Corpus$276,466TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$23,488ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$252,978ExcessDistriCyovToNextYrAmt
Excess From Year4$33,964ExcessFromYear4Amt
Excess From Year3$47,125ExcessFromYear3Amt
Excess From Year2$68,528ExcessFromYear2Amt
Excess From Year1$48,972ExcessFromYear1Amt
Excess From Current Year$54,389ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSARAH J RINEHARTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
SPANISH COLONIAL ARTS SOCIETY
750 CAMINO LEJOSANTA FENM87505501(C)(3)IMPROVEMENT OF ARTS AND CULTURE$30,000
PARTNERS IN EDUCATION FOUNDATION
PO BOX 23374SANTA FENM87502501(C)(3)IMPROVEMENT OF MUSICAL EDUCATION$5,000
GRIT THERAPEUTIC HORSEMANSHIP
2201 LONG PRAIRIE RDFLOWER MOUNDTX75022501(C)(3)SCHOLARSHIPS FOR DISABLED CHILDREN$20,000SUITE 107-812
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$65,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$53ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,697ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$854ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,604ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,604TotalIncomeProducingActyAmt

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$62,486TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPUBLICLY TRADED SECURITIESCategoryOrItemTxt
Book Value$105,197BookValueAmt
EOYFMV$105,197EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$10LegalFeesAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDECREASE IN FMV OF PUBLICLY TRADED SECURITIESDesc
Amt$5,540Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT FEE$1,109$1,109
MEETING EXPENSES$942

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

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$26Amt
Net Investment Income$26NetInvestmentIncomeAmt

Comments

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