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DOUG AND JAYNE ORR FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
DOUG AND JAYNE ORR FAMILY FOUNDATION (EIN 46-1553026)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202503189349102705
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T10:54:40-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461553026EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Doug and Jayne Orr Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlDOUGBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMason OrrPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,420,850FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$150,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$181InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$181InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,255DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,255DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$18,509NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$469,666GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$18,509CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,184OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$180,129TotalRevAndExpnssAmt
Total Net Invst Incm$24,945TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$14,302OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,302OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,783TaxesRevAndExpnssAmt
Taxes Net Invst Incm$83TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$8,415OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$170OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$7,214OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,555TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,214TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$150,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$150,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$174,500TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,555TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$157,214TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,629ExcessRevenueOverExpensesAmt
Net Investment Income$10,390NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$24,783SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$120,908SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$120,908SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,002,808CorporateStockBOYAmt
Corporate Stock EOY$912,312CorporateStockEOYAmt
Corporate Stock EOYFMV$1,201,742CorporateStockEOYFMVAmt
Other Investments BOY$986,473OtherInvestmentsBOYAmt
Other Investments EOY$986,473OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,098,200OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,014,064TotalAssetsBOYAmt
Total Assets EOY$2,019,693TotalAssetsEOYAmt
Total Assets EOYFMV$3,420,850TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,014,064RetainedEarningBOYAmt
Retained Earning EOY$2,019,693RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,014,064TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,019,693TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,014,064TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,019,693TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,014,064TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,629ExcessRevenueOverExpensesAmt
Subtotal$2,019,693SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,019,693TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$469,666GrossSalesPriceAmt
Cost Or Other Basis$451,157CostOrOtherBasisAmt
Gain Or Loss$18,509GainOrLossAmt
Gains Minus Excess Or Losses$18,509GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$18,509CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$144InvestmentIncomeExciseTaxAmt
Subtotal$144SubtotalAmt
Tax Based On Investment Income$144TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,100EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$4,100TotalPaymentsAndCreditsAmt
Overpayment$3,956OverpaymentAmt
Applied To ES Tax$3,956AppliedToESTaxAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Bryce Orr
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Mason D Orr
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,199,054AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$36,415AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,098,200FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,333,669TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,333,669AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$50,005CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,283,664NetVlNoncharitableAssetsAmt
Minimum Investment Return$164,183MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$164,183MinimumInvestmentReturnAmt
Tax Based On Investment Income$144TaxBasedOnInvestmentIncomeAmt
Total Tax$144TotalTaxAmt
Distributable Before Adj$164,039DistributableBeforeAdjAmt
Distributable Before Ded$164,039DistributableBeforeDedAmt
Distributable As Adjusted$164,039DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$157,214ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$157,214QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$164,039DistributableAsAdjustedAmt
Undistributed Income PY$157,026UndistributedIncomePYAmt
Qualifying Distributions$157,214QualifyingDistributionsAmt
Applied To Year1$157,026AppliedToYear1Amt
Applied To Current Year$188AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$163,851UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABILENE CHRISTIAN UNIVERSITY
ACU BOX 29132ABILENETX79699N/APCGriggs Center Sponsorship fund$20,000
ABILENE CHRISTIAN UNIVERSITY
ACU BOX 29132ABILENETX79699N/APCGeneral & Unrestricted$49,000
ALLIES IN YOUTH DEVELOPMENT
1315 HWY 1187 STE 115MANSFIELDTX76063N/APCGeneral & Unrestricted$1,000
BIBLE STUDY FELLOWSHIP
PO BOX 675241DALLASTX75267N/APCGeneral & Unrestricted$1,000
CANCER SUPPORT COMMUNITY NORTH TEXAS
PO BOX 12688DALLASTX75225N/APCGeneral & Unrestricted$4,200
CHRISTIAN HEALTH SERVICE CORPS
201 PRIVATE RD 5819GRAND SALINETX75140N/APCGeneral & Unrestricted$11,000
CHRISTIAN RELIEF FUND
1501 SW 58TH AVEAMARILLOTX79110N/APCGeneral & Unrestricted$1,000
JORDAN ELIZABETH HARRIS FOUNDATION
2830 S HULEN STFORT WORTHTX76109N/APCGeneral & Unrestricted$1,000
MANHATTAN INSTITUTE FOR POLICY RESEARCH INC
52 VANDERBILT AVENEW YORKNY10017N/APCGeneral & Unrestricted$1,000
MISSION INCREASE
12909 SW 68TH PKWY STE 455PORTLANDOR97223N/APCDale Hart / Fort Worth Area fund$10,000
MISSIONS RESOURCE NETWORK
1901 CENTRAL DR STE 120BEDFORDTX76021N/APCGeneral & Unrestricted$1,000
NATIONAL REVIEW INSTITUTE
19 W 44TH ST STE 1701NEW YORKNY10036N/APCGeneral & Unrestricted$2,500
NOVO MISSION INC
1240 N LAKEVIEW AVEANAHEIMCA92807N/APCGeneral & Unrestricted$2,000
OUR FATHERS CHILDREN INC
6250 NE LOOP 820FORT WORTHTX76180N/APCCharitable Event$8,000
SAVING HOPE ANIMAL RESCUE FUND
306 W 7TH ST STE 500FORT WORTHTX76102N/APCGeneral & Unrestricted$5,000
SNOW HEIGHTS EL
4801 VANCE RDNORTH RICHLAND HILLSTX76180N/AGOVCharitable Event$1,000
TEEN LIFELINE INC
4200 KELLER HASLET RDKELLERTX76244N/APCCharitable Event$5,000
TEEN LIFELINE INC
4200 KELLER HASLET RDKELLERTX76244N/APCCharitable Event$10,000
TEEN LIFELINE INC
4200 KELLER HASLET RDKELLERTX76244N/APCGeneral & Unrestricted$5,000
TEXAS ACADEMY 4
685 JOHN B SIAS MEMORIAL PKWY STE 2FORT WORTHTX76134N/APCCharitable Event$5,000
TEXAS ACADEMY 4
685 JOHN B SIAS MEMORIAL PKWY STE 2FORT WORTHTX76134N/APCCharitable Event$5,000
THE BRANCH CHURCH INC
3035 VALLEY VIEW LNFARMERS BRNCHTX75234N/APCCharitable Event$1,300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$150,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$181ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,255ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$18,509ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
K-1 Inc/Loss525990$1,195
Federal Tax Refund01$3,989

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,195UnrelatedBusinessTaxblIncmAmt
Exclusion$28,934ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,129TotalIncomeProducingActyAmt

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 PersonR Douglas OrrContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16628 Carston CourtAddressLine1Txt
CityNorth Richland HillsCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76180ZIPCd
FieldValueIRS element (for citing)
Total Contributions$150,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS$44,226$44,452
ACCENTURE PLC$31,538$38,697
ADOBE SYSTEMS, INC$52,008$43,134
AIRBNB$42,871$36,006
ALPHABET INC CL C$49,669$74,271
AMAZON COM$64,806$140,189
APPLE INC$49,863$55,343
COSTAR GROUP, INC$16,978$16,537
ELI LILLY & CO$31,580$34,740
FIRSTCASH HOLDINGS INC$19,098$41,440
GARTNER INC$8,123$16,472
MASTERCARD INC$41,014$58,449
MICROSOFT CORP$65,550$87,250
MSCI INC$35,095$40,801
NETFLIX INC$15,096$54,371
NOVO NORDISK A S$18,528$16,860
ORACLE CORP$56,559$61,657
PAYCOM SOFTWARE$18,325$20,702
SERVICE NOW$25,709$58,307
SHOPIFY INC$36,162$56,887
THERMO FISHER SCIENTIFIC INC$48,260$44,220
UNITEDHEALTH GROUP INC$15,481$19,729
VISA INC$50,105$66,368
WORKDAY INC$29,369$33,802
ZOETIS INC$46,299$41,058

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemTIMELY TELEHEALTH LLCCategoryOrItemTxt
Book Value$986,473BookValueAmt
EOYFMV$2,098,200EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$7,189$7,189
Bank Charges$170$170
K-1 Exp TIMELY TELEHEALTH LLC$1,031
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
K-1 Inc/Loss TIMELY TELEHEALTH LLC$1,195
Federal Tax Refund$3,989

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$14,302Amt
Net Investment Income$14,302NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2024$1,700
Foreign Tax Paid$83$83

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