TRI THORNTON FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
TRI THORNTON FOUNDATION (EIN 45-4732528)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-13
IRS object ID
201813179349102241
Schema version
2017v2.3
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)
Return2018-11-13T16:58:18-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742532710PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GINDLER CHAPPELL MORRISON & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 E ANDERSON LANE STE 250AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78752ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454732528EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRI THORNTON FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRITBusinessNameControlTxt
Phone5126154431PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19063 FM 2244AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78733ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT A STREHLIPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone5126154431PhoneNum
Signature2018-10-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACK B GINDLERPreparerPersonNm
PTINP00267601PTIN
Phone5128339600PhoneNum
Preparation2018-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.42.73.34IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-13IPDt
IP Tm16:58:18IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id08A1BF50683A799963920F06F549F356B1F0B847AtSubmissionCreationDeviceId
At Submission Filing Device Id08A1BF50683A799963920F06F549F356B1F0B847AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,514,284FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,033ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$256,360DividendsRevAndExpnssAmt
Dividends Net Invst Incm$256,360DividendsNetInvstIncmAmt
Total Rev And Expnss$268,393TotalRevAndExpnssAmt
Total Net Invst Incm$256,360TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,650AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,650AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,083TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,083TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$99OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$99OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$7,482TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,832TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,650TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$263,856ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$263,856ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$271,338TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,832TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$265,506TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,945ExcessRevenueOverExpensesAmt
Net Investment Income$250,528NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,699CashBOYAmt
Cash EOY$13,281CashEOYAmt
Cash EOYFMV$13,281CashEOYFMVAmt
Prepaid Expenses EOY$2,473PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$2,473PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$7,498,811CorporateStockBOYAmt
Corporate Stock EOY$7,498,811CorporateStockEOYAmt
Corporate Stock EOYFMV$7,498,530CorporateStockEOYFMVAmt
Total Assets BOY$7,517,510TotalAssetsBOYAmt
Total Assets EOY$7,514,565TotalAssetsEOYAmt
Total Assets EOYFMV$7,514,284TotalAssetsEOYFMVAmt
Other Liabilities BOY$5,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$5,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$5,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,000TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$7,512,510UnrestrictedBOYAmt
Unrestricted EOY$7,509,565UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$7,512,510TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,509,565TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,517,510TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,514,565TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,512,510TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,945ExcessRevenueOverExpensesAmt
Subtotal$7,509,565SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,509,565TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$567,111AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets$7,401,570NetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,505NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,505AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$265,506QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,505InvestmentIncomeExciseTaxAmt
Subtotal$2,505SubtotalAmt
Tax Based On Investment Income$2,505TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$22EsPenaltyAmt
Overpayment$2,473OverpaymentAmt
Applied To ES Tax$2,473AppliedToESTaxAmt

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 AssetsfalseAtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressINFO@CFORR.ORGWebsiteAddressTxt
Individual With BooksGLEN W SIMPSONIndividualWithBooksNm
Phone5126154431PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19063 FM 2244AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78733ZIPCd
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

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
SCOTT A STREHLI
9063 FM 2244AUSTINTX78733SECRETARY000.00$0$0$0
GLEN W SIMPSON
9063 FM 2244AUSTINTX78733TREASURER000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DONATIONS TO COMMUNITIES FOR RECOVERYDescription1Txt
Expenses1$253,856Expenses1Amt
Description2DONATIONS TO TEEN & FAMILY SERVICES AUSTINDescription2Txt
Expenses2$10,000Expenses2Amt

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$7,498,530AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,281AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,473FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,514,284TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$7,514,284AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$112,714CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,401,570NetVlNoncharitableAssetsAmt
Minimum Investment Return$370,079MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$370,079MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,505TaxBasedOnInvestmentIncomeAmt
Total Tax$2,505TotalTaxAmt
Distributable Before Adj$367,574DistributableBeforeAdjAmt
Distributable Before Ded$367,574DistributableBeforeDedAmt
Distributable As Adjusted$367,574DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$265,506ExpensesAndContributionsAmt
Qualifying Distributions$265,506QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,505PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$263,001AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$367,574DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$198,465ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$198,465TotalExcessDistributionCyovAmt
Qualifying Distributions$265,506QualifyingDistributionsAmt
Applied To Current Year$265,506AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$102,068ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$102,068ExcessDistributionCyovAppCYAmt
Total Corpus$96,397TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$96,397ExcessDistriCyovToNextYrAmt
Excess From Year1$96,397ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient Phone5126154431RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
COMMUNITIES FOR RECOVERY
4110 GUADALUPE BLDG 635AUSTINTX78751FUND CHARITABLE PROGRAM$253,856
TEEN & FAMILY SERVICES AUSTIN
4214 N CAPITAL OF TX HWYAUSTINTX78746FUND CHARITABLE PROGRAM$10,000FUND CHARITABLE PROGRAM
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$263,856TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$256,360ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$256,360ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$256,360TotalIncomeProducingActyAmt

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JST STOCK TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19063 FM 2244AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78733ZIPCd
FieldValueIRS element (for citing)
Total Contributions$12,033TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,300Amt
Net Investment Income$1,650NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,650DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock493000 SHS TRI CL A PREFERREDStockNm
EOY Book Value$7,498,811EOYBookValueAmt
EOYFMV$7,498,530EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK CHARGES$30$30
2016 EXCISE TAX PENALTY$47$47
22017 EXCISE TAX PENALTY$22$22

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescLOAN FROM TRIDesc
BOY Book Value$5,000BOYBookValueAmt
EOY Book Value$5,000EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
2016 EXCISE TAX ON NII$1,578$1,578
2017 EXCISE TAX ESTIMATE$2,505$2,505

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.