RUTH AND PAUL CONNOR FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RUTH AND PAUL CONNOR FOUNDATION (EIN 74-2946783)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-08
- IRS object ID
- 202512819349101106
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-08T11:43:58-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823789572 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVONNE GREENE JONES CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9442 N CAPITAL OF TX HWY STE 1-500 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78759 | 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 | 742946783 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH AND PAUL CONNOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUTH | BusinessNameControlTxt |
| Phone | 5125875552 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1002 YAUPON VALLEY ROAD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK SCHREIBER | PersonNm |
| Person Title | PRES/TREAS | PersonTitleTxt |
| Phone | 5125875552 | PhoneNum |
| Signature | 2025-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVONNE JONES CPA | PreparerPersonNm |
| PTIN | P00239125 | PTIN |
| Phone | 5126490245 | PhoneNum |
| Preparation | 2025-10-08 | 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 | $6,742,759 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,277 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,277 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $138,794 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138,794 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $324,693 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,465,030 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $324,693 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $203,173 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $203,173 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $668,937 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $668,937 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,700 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,430 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $270 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,457 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $718 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $60,606 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,546 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,060 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,477 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,232 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,245 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,688 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,519 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $169 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,646 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,184 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,462 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $330,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $330,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $424,646 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,184 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $339,462 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $244,291 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $583,753 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $433 | CashBOYAmt |
| Cash EOY | $3,495 | CashEOYAmt |
| Cash EOYFMV | $3,495 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $245,481 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $241,925 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $241,925 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,448 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,200 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,200 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $345,023 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,290,963 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,761,019 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,204,184 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $782,380 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $862,380 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $839,795 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $421,001 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $456,001 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,446,160 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,087,729 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,332,020 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,742,759 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,168,451 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,168,451 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $919,278 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,163,569 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,087,729 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,332,020 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,087,729 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,332,020 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,087,729 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $244,291 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,332,020 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,332,020 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| BANK OF AMERICA (ST) | $411,558 | $406,761 | $4,797 | $4,797 | |
| BANK OF AMERICA (LT) | $1,029,519 | $733,576 | $295,943 | $295,943 | |
| BANK OF AMERICA ADJ (ST) | $4,438 | $4,438 | $4,438 | ||
| CAPITAL GAINS DIVIDENDS | $19,515 | $19,515 | $19,515 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $324,693 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,114 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,114 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,114 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $86 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $86 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK SCHREIBER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5125875552 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1002 YAUPON VALLEY ROAD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARK B SCHREIBER | ||||||||
| 1002 YAUPON VALLEY ROAD | AUSTIN | TX | 78746 | PRES/TREAS | 1.00 | $900 | $0 | $0 |
| ROBERT M SUMNERS | ||||||||
| 6003 TWIN VALLEY COVE | AUSTIN | TX | 78731 | CHAIRMAN | 1.00 | $900 | $0 | $0 |
| CHRISTOPHER ACTON | ||||||||
| 607 W PEACH ST | FREDERICKSBURG | TX | 78624 | SECRETARY | 1.00 | $900 | $0 | $0 |
| 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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $5,252,980 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $446,321 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $760,191 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,459,492 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,459,492 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,892 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,362,600 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $318,130 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $318,130 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,114 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,114 | TotalTaxAmt |
| Distributable Before Adj | $310,016 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $310,016 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $310,016 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $339,462 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $339,462 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $310,016 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $72,144 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $82,120 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $52,714 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $93,522 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $93,421 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $393,921 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $339,462 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $310,016 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,446 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $423,367 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $72,144 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $351,223 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $82,120 | ExcessFromYear4Amt |
| Excess From Year3 | $52,714 | ExcessFromYear3Amt |
| Excess From Year2 | $93,522 | ExcessFromYear2Amt |
| Excess From Year1 | $93,421 | ExcessFromYear1Amt |
| Excess From Current Year | $29,446 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RUTH AND PAUL CONNOR FOUNDATION CO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1002 YAUPON VALLEY ROAD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5125875552 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS FOR GRANTS SHOULD BE SUBMITTED IN WRITING TO THE ABOVE ADDRESS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN BRIDGE BUILDERS ALLIANCE | |||||||
| PO BOX 200997 | AUSTIN | TX | 78720 | NONE | 509(A)(1) PUBLIC CHA | EMERGING LEADERSHIP INITIATIVE | $5,000 |
| CASA ESPERANZA INC DBA HOPE HOUSE | |||||||
| PO BOX 457 | LIBERTY HILL | TX | 78642 | NONE | 509(A)(1) PUBLIC CHA | GENERAL OPERATIONS | $22,500 |
| ESSILOR LUXOTTICA FOUNDATION | |||||||
| 13515 N STEMMONS FREEWAY | DALLAS | TX | 75234 | NONE | 509(A)(1) PUBLIC CHA | KIDS VISION FOR LIFE CENTRAL TX PROGRAM | $10,000 |
| FAMILY ELDERCARE INC | |||||||
| 1700 RUTHERFORD LANE | AUSTIN | TX | 78754 | NONE | 509(A)(1) PUBLIC CHA | GUARDIANSHIP PROGRAM | $5,000 |
| HELPING HAND HOME FOR CHILDREN | |||||||
| 3804 AVENUE B | AUSTIN | TX | 78751 | NONE | 509(A)(1) PUBLIC CHA | RESIDENTIAL TREATMENT CENTER OPERATIONS | $47,500 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 96961 | WASHINGTON | DC | 200906961 | NONE | 509(A)(1) PUBLIC CHA | GENERAL OPERATIONS | $10,000 |
| REDEEM INTERNATIONAL | |||||||
| PO BOX 2991 | MERRIFIELD | VA | 22116 | NONE | 509(A)(1) PUBLIC CHA | PROTECTION OF WIDOWS & ORPHANS IN UGANDA | $40,000 |
| SETTLEMENT HOME FOR CHILDREN | |||||||
| 1600 PAYTON GIN ROAD | AUSTIN | TX | 78758 | NONE | 509(A)(1) PUBLIC CHA | GENERAL OPERATIONS | $20,000 |
| SIDE BY SIDE KIDS | |||||||
| PO BOX 15123 | AUSTIN | TX | 787615123 | NONE | 509(A)(1) PUBLIC CHA | SUPPORT CENTER | $50,000 |
| TRINITY CENTER | |||||||
| 301 E 8TH ST | AUSTIN | TX | 78701 | NONE | 509(A)(1) PUBLIC CHA | GENERAL OPERATIONS | $80,000 |
| TRIPLE 1 BLESSINGS INC | |||||||
| 111 LIVE OAK LANE | SPICEWOOD | TX | 786694009 | NONE | 509(A)(1) PUBLIC CHA | GENERAL OPERATIONS | $5,000 |
| VINCARE SERVICES OF AUSTIN FOUNDATION DBA SAINT LOUISE HOUSE | |||||||
| PO BOX 150637 | AUSTIN | TX | 78715 | NONE | 509(A)(1) PUBLIC CHA | GENERAL OPERATIONS | $15,000 |
| WONDERS & WORRIES | |||||||
| 9101 BURNET RD STE 205 | AUSTIN | TX | 78758 | NONE | 509(A)(1) PUBLIC CHA | GENERAL OPERATIONS | $15,000 |
| YOUNG LIFE | |||||||
| PO BOX 1367 | FREDERICKSBURG | TX | 78624 | NONE | 509(A)(1) PUBLIC CHA | NEED-BASED CAMPER SCHOLARSHIPS PROGRAM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $330,000 | 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 |
| Exclusion | $2,277 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,794 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $203,173 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $324,693 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $668,937 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $668,937 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX & CONSULTING FEES | CategoryTxt |
| Amt | $7,175 | Amt |
| Net Investment Income | $6,457 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $718 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES 1-3 YEAR TREASURY BOND ETF | $146,040 | $140,596 |
| ISHARES MBS ETF | $215,005 | $190,236 |
| PIMCO INCOME FUND INSTL CL | $330,000 | $335,313 |
| SPDR PORTFOLIO SHORT TERM CORP BOND ETF | $87,583 | $84,952 |
| VANGUARD SCOTTSDALE FDS VANGUARD INTERM | $83,752 | $88,698 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (88 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $27,687 | $29,522 |
| ABBVIE INC | $20,248 | $23,634 |
| ACCENTURE PLC SHS | $12,500 | $27,088 |
| ALIBABA GROUP HOLDING LT | $6,892 | $8,479 |
| ALPHABET INC CL A COM | $12,447 | $59,061 |
| ALPHABET INC CL C COM | $5,809 | $28,566 |
| AMAZON COM INC | $1,667 | $90,827 |
| AMERICAN EXPRESS CO | $12,712 | $24,337 |
| ANALOG DEVICES INC | $21,894 | $27,832 |
| AON PLC REG SHS | $11,387 | $33,043 |
| AUTODESK INC | $9,065 | $39,311 |
| BAIRD MIDCAP FUND INSTL CL | $158,046 | $196,700 |
| BLOCK INC | $17,633 | $14,618 |
| BOEING CO | $31,542 | $28,143 |
| BOEING CO | $54,158 | $59,472 |
| CHUBB LTD SWITZERLAND | $7,323 | $22,933 |
| CIGNA GROUP/THE | $30,902 | $42,249 |
| CITIGROUP INC COM NEW | $14,251 | $19,920 |
| CONESTOGA SMALL CAP FUND INSTL CL | $46,130 | $72,635 |
| CONOCOPHILLIPS | $24,255 | $33,817 |
| DEERE & CO | $1,330 | $6,779 |
| DIAGEO PLC SPONS ADR NEW UK | $21,578 | $18,815 |
| DISNEY WALT CO | $37,084 | $38,638 |
| DOMINION ENERGY INC | $35,515 | $29,785 |
| DUKE ENERGY CORP | $24,320 | $30,383 |
| EATON CORP PLC | $3,483 | $18,585 |
| EXPEDITORS INTL WASHINGTON INC | $6,695 | $14,511 |
| EXXON MOBIL CORP | $37,410 | $35,498 |
| FACTSET RESH SYS INC | $6,078 | $16,330 |
| GENERAL DYNAMICS CORP COM | $21,775 | $25,295 |
| ILLINOIS TOOL WORKS INC | $9,992 | $19,271 |
| ILLUMINA INC | $20,059 | $12,428 |
| INTUITIVE SURGICAL INC | $6,828 | $20,878 |
| ISHARES CORE S&P MID-CAP ETF | $240,837 | $247,682 |
| ISHARES INTL SELECT DIV ETF | $242,816 | $225,611 |
| ISHARES RUSSELL MID-CAP ETF | $165,339 | $256,360 |
| ISHARES S&P 100 | $80,959 | $89,544 |
| ISHARES TR CORE MSCI INTL DEVELOPED MKTS | $159,904 | $156,340 |
| ISHARES TR RUSSELL 2000 | $129,079 | $202,178 |
| JOHNSON & JOHNSON | $18,102 | $26,176 |
| JPMORGAN CHASE & CO | $8,443 | $50,579 |
| KENVUE INC | $19,496 | $18,041 |
| KKR & CO INC CL A | $10,595 | $24,849 |
| KLA CORP | $8,185 | $15,123 |
| LOWES COS INC | $14,416 | $22,459 |
| MARRIOTT INTL INC NEW A | $14,204 | $23,431 |
| MARSH & MCLENNAN COS INC | $10,531 | $23,578 |
| MCKESSON CORP | $12,668 | $39,894 |
| META PLATFORMS INC CL A | $4,085 | $107,734 |
| MICROSOFT CORP | $8,282 | $59,853 |
| MONDELEZ INTERNATIONAL INC | $21,207 | $17,859 |
| MONSTER BEVERAGE CORP | $12,829 | $31,063 |
| MORGAN STANLEY | $19,254 | $30,801 |
| NASDAQ OMX GRP INC | $5,793 | $19,018 |
| NESTLES A REP RG SH ADR | $14,750 | $15,605 |
| NETFLIX COM INC | $27,651 | $86,458 |
| NIKE INC CL B | $12,367 | $12,410 |
| NOVARTIS ADR | $9,377 | $13,526 |
| NOVO-NORDISK A S ADR DENMARK | $9,127 | $22,537 |
| NVIDIA CORP | $3,690 | $137,244 |
| NXP SEMICONDUCTORS NV | $13,320 | $16,212 |
| ORACLE CORP | $16,891 | $67,989 |
| PACCAR INC | $26,913 | $29,646 |
| PAYPAL HOLDINGS INC | $15,802 | $12,973 |
| PEPSICO INC | $23,294 | $23,417 |
| PFIZER INC | $33,786 | $23,320 |
| PROGRESSIVE CRP OHIO | $18,494 | $45,526 |
| PROLOGIS INC | $30,089 | $26,954 |
| PROSHARES RUSSELL 2000 DIV GROWERS | $76,317 | $78,497 |
| QUALCOMM INC | $7,799 | $19,510 |
| REGENERON PHARMACEUTICALS | $12,759 | $22,794 |
| ROCHE HLDG LTD SPONS ADR SWITZERLAND | $10,869 | $10,569 |
| RTX CORP | $17,632 | $24,648 |
| SALESFORCE COM INC | $20,454 | $46,137 |
| SEI INVT CO PA PV $0.01 | $9,286 | $16,578 |
| SHOPIFY INC CL A | $18,725 | $35,514 |
| SOUTHERN COMPANY | $18,554 | $27,248 |
| STARBUCKS CORP | $13,432 | $20,714 |
| TARGET CORP | $13,444 | $12,977 |
| TESLA INC | $53,197 | $132,056 |
| THERMO FISHER SCIENTIFIC INC | $16,870 | $16,127 |
| UNION PACIFIC CORP | $14,483 | $25,540 |
| VERTEX PHARMCTLS INC | $18,653 | $32,619 |
| VISA INC CL A | $4,902 | $70,161 |
| WISDOMTREE EMERGING MKTS HIGH DIV FD | $198,132 | $192,733 |
| WORKDAY INC | $5,784 | $11,353 |
| YUM BRANDS INC | $5,687 | $12,074 |
| YUM CHINA HLDGS INC | $2,770 | $4,962 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK EVENT DRIVEN EQ FD INSTL SHS | FMV | $161,000 | $162,010 |
| JOHN HANCOCK SEAPORT LONG/SHORT FD CL R6 | FMV | $159,000 | $158,613 |
| NEUBERGER BERMAN LONG SHORT FD INST CL | FMV | $136,000 | $172,546 |
| OIL & GAS MINERAL INTERESTS | FMV | $1 | $952,991 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| E&O BOARD INSURANCE | $1,638 | $1,474 | $164 |
| IRS PENALTIES | $50 | $45 | $5 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | $202,999 | $202,999 | $202,999 |
| CLASS ACTION SETTLEMENTS | $174 | $174 | $174 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $48,938 | $44,044 | $4,894 |
| BOA INV MGMT FEES - MINERALS | $11,668 | $10,502 | $1,166 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $6,822 | $6,140 | $682 |
| AD VALOREM TAX - MINERALS | $2,313 | $2,082 | $231 |
| SEVERANCE TAX - MINERALS | $10,147 | $9,134 | $1,013 |
| FOREIGN TAX WITHHOLDING (DIV) | $3,195 | $2,876 | $319 |