JOHN AND BONNIE STRAUSS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND BONNIE STRAUSS FOUNDATION (EIN 27-2530561)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-27
- IRS object ID
- 202502709349100650
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-27T06:42:09-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evelyn H Moses CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3602 Bryn Mawr Dr | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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 | 272530561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The John and Bonnie Strauss Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2143689009 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5301 Village Creek Drive E | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75093 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Chris P Stanton | PersonNm |
| Person Title | Treas/Exec Dir | PersonTitleTxt |
| Signature | 2025-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Evelyn H Moses | PreparerPersonNm |
| PTIN | P01400635 | PTIN |
| Phone | 2143612323 | PhoneNum |
| 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 | $15,862,610 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,706 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,706 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $271,120 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $271,120 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,198,388 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,001,801 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,198,388 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$7,634 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$8,889 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,469,580 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,468,325 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $160,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $128,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $229,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $179,050 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $49,950 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $132,989 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $62,528 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $70,461 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,000 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $918 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $623 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $195 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,338 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $50,761 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $27,411 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $23,350 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $220 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $119 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $101 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,747 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,276 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,892 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $630,873 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $336,457 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $290,399 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $886,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $886,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,517,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $336,457 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,176,649 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,543 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,131,868 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $310,023 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $371,739 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $371,739 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,757,534 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,758,657 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,821,408 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,898,211 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,783,790 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,655,525 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,832 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,832 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,338 | LandBOYAmt |
| Other Assets BOY | $8,561 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,938 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,938 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,975,667 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,928,124 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,862,610 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,975,667 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,928,124 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,975,667 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,928,124 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,975,667 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,928,124 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,975,667 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,543 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,928,124 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,928,124 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| publicly traded securities | P | 2001-01-01 | 2024-12-31 | $8,752,941 | $7,803,413 | $949,528 | $949,528 |
| long-term capital gain dist. | P | 2001-01-01 | 2024-12-31 | $175,452 | $175,452 | $175,452 | |
| short-term capital gain dist. | P | 2024-01-01 | 2024-12-31 | $14,001 | $14,001 | $14,001 | |
| K-1 pass-through capital gains (losses) | P | 2001-01-01 | 2024-12-31 | $59,407 | $59,407 | $59,407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,198,388 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $14,001 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,733 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,733 | SubtotalAmt |
| Tax Based On Investment Income | $15,733 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,814 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $17,314 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,581 | OverpaymentAmt |
| Applied To ES Tax | $1,581 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chris Stanton | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143689009 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5301 Village Creek Dr Suite E | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|
| John L Strauss | |||||||
| 5301 Village Creek Dr Ste E | Plano | TX | 75093 | President | 3.00 | $0 | |
| Bonnie P Strauss | |||||||
| 5301 Village Creek Dr Ste E | Plano | TX | 75093 | V.P./Secretary | 1.00 | $0 | |
| Chris P Stanton | |||||||
| 5301 Village Creek Dr Ste E | Plano | TX | 75093 | Treas/Exec Dir | 40.00 | $160,000 | $51,715 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Brian Legg | |||||||
| 5301 Village Creek Dr Ste E | Plano | TX | 75093 | Portfolio Mgr | 40.00 | $173,500 | $34,624 |
| Jennifer Johnson | |||||||
| 5301 Village Creek Dr Ste E | Plano | TX | 75093 | Admin. Assist. | 40.00 | $55,500 | $17,194 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,171,644 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $431,521 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $309,074 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,912,239 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $15,912,239 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $238,684 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,673,555 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $783,678 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $783,678 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,733 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,733 | TotalTaxAmt |
| Distributable Before Adj | $767,945 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $767,945 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $767,945 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,176,649 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,176,649 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $767,945 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $328,582 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $135,380 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $225,676 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $317,737 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $448,535 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,455,910 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,176,649 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $767,945 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $408,704 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,864,614 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $328,582 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,536,032 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $135,380 | ExcessFromYear4Amt |
| Excess From Year3 | $225,676 | ExcessFromYear3Amt |
| Excess From Year2 | $317,737 | ExcessFromYear2Amt |
| Excess From Year1 | $448,535 | ExcessFromYear1Amt |
| Excess From Current Year | $408,704 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | John L Strauss | ContributingManagerNm |
| Contributing Manager | Bonnie P Strauss | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 222 Foundation | |||||||
| 122 N Wheaton Ave Ste 412 | Wheaton | IL | 60187 | N/A | PC | Towards Enabling & Sustaining Growth in Texas ($10,000) and end of year match campaign ($5,000) | $15,000 |
| ACT for America Education Inc | |||||||
| 869 Lynnhaven Pkwy | Virginia Beach | VA | 23452 | N/A | PC | Towards ACT in Faith | $25,000 |
| American Wheelchair Foundation | |||||||
| 2505 Anthem Village Dr Ste E602 | Henderson | NV | 89052 | N/A | PC | Towards providing wheelchairs | $2,500 |
| Biblica Inc | |||||||
| 1820 Jet Stream Dr | Colorado Springs | CO | 80921 | N/A | PC | Towards the Treaure Hunt Bible for Central Asia | $5,000 |
| Birth Choice | |||||||
| 8610 Greenville Ave Ste 200 | Dallas | TX | 75243 | N/A | PC | General pregnancy support | $25,000 |
| Bishop Dunne Catholic School | |||||||
| 3900 Rugged Dr | Dallas | TX | 75224 | N/A | PC | Towards the Collegiate Institute | $20,000 |
| Boys Town | |||||||
| 14100 Crawford St | Boys Town | NE | 68010 | N/A | PC | General support of a child in need | $1,000 |
| Camp Agape | |||||||
| 138 Liston Street | Buffalo | NY | 14223 | N/A | PC | Towards Camp in a Box | $40,000 |
| Canisius College | |||||||
| 2001 Main Street | Buffalo | NY | 14208 | N/A | PC | Towards the Luke J '30 and John L Strauss '61 Scholarship Fund | $30,000 |
| Canisius High School | |||||||
| P O Box 8000 | Buffalo | NY | 14267 | N/A | PC | Towards the Artist in Residence Program | $25,000 |
| Center for Urban Renewal and Educat | |||||||
| 1317 F Street NW Suite 900 | Washington | DC | 20004 | N/A | PC | Towards Clergy National Policy Summit | $25,000 |
| Christencom College | |||||||
| 134 Christendom Drive | Front Royal | VA | 22630 | N/A | PC | Support for Christendom's mission | $1,000 |
| Dallas Jazz Piano Society | |||||||
| 5128 Rain Forest Trail | Plano | TX | 75093 | N/A | PC | Towards support for concerts | $3,000 |
| Dallas Leadership Foundation | |||||||
| 3101 Greenwood Street | Dallas | TX | 75204 | N/A | PC | Towards the Workforce Development Program ($25,000) and general operations ($50,000) | $75,000 |
| East Texas Food Bank | |||||||
| 3201 Robertson Road | Tyler | TX | 75701 | N/A | PC | Support for Thanksgiving Meals | $2,500 |
| Fr Cedric Ministries | |||||||
| 8683 Sportsman Club Rd NE | Bainbridge Island | WA | 98110 | N/A | PC | Towards Production of Programs | $15,000 |
| Greater Dallas Youth Orchestra | |||||||
| 3630 Harry Hines Blvd | Dallas | TX | 75219 | N/A | PC | Jazz Scholarships & Jass Community Engagements | $25,000 |
| Guide Dogs in the Desert | |||||||
| P O Box 1692 | Palm Springs | CA | 92562 | N/A | PC | Support for training service dogs | $1,000 |
| Heroes Ranch | |||||||
| 3812 N FM 14 | Quitman | TX | 75783 | N/A | PC | General operating support | $5,000 |
| Heroic Media | |||||||
| 5806 Mesa Drive Suite 310 | Austin | TX | 78731 | N/A | PC | Towards expansion and growth of Maximum OAASYS Reach | $20,000 |
| Hillsdale College | |||||||
| P O Box 97337 | Washington | DC | 20077 | N/A | PC | Annual fund | $1,000 |
| Holy Trinity Catholic School | |||||||
| 3815 Oak Lawn Avenue | Dallas | TX | 75219 | N/A | PC | Tuition assistance | $5,000 |
| Insync Exotics Inc | |||||||
| 3430 Skyview Drive | Wylie | TX | 75098 | N/A | PC | Animal care | $1,000 |
| Meals on Wheels Collin County | |||||||
| 600 N Tennessee St | McKinney | TX | 75069 | N/A | PC | General operating support | $2,500 |
| Mercy Chefs | |||||||
| 711 Washington St | Portsmouth | VA | 23704 | N/A | PC | Food support for Oklahoma tornado victims | $1,000 |
| Mount St Michael Catholic School | |||||||
| P O Box 225159 | Dallas | TX | 75222 | N/A | PC | Tuition assistance | $5,000 |
| My Possibilities | |||||||
| 3601 Mapleshade Lane | Plano | TX | 75075 | N/A | PC | Multi-year funding towards career services | $10,000 |
| North Texas Food Bank | |||||||
| 3677 Mapleshade Lane | Plano | TX | 75075 | N/A | PC | General operating support | $2,500 |
| Notre Dame School of Dallas | |||||||
| 2018 Allen Street | Dallas | TX | 75204 | N/A | PC | Financial aid for students | $15,000 |
| Operation Kindness | |||||||
| 3201 Earhart Drive | Carollton | TX | 75006 | N/A | PC | General operating support | $2,500 |
| Order of Malta American Association | |||||||
| 1101 Frist Ave Ste 1350 | New York | NY | 10022 | N/A | PC | American Association Campaign | $10,000 |
| Our Lady of Perpetual Help | |||||||
| 7625 Cortland Ave | Dallas | TX | 75235 | N/A | PC | Tuition assistance | $20,000 |
| Plano Police Assocation Charities | |||||||
| P O Box 251124 | Plano | TX | 75025 | N/A | PC | Annual fund | $2,500 |
| Prager University Foundation | |||||||
| 15021 Ventura Blvd 552 | Sherman Oaks | CA | 91403 | N/A | PC | Towards PragerU Kids | $25,000 |
| Prince of Peace Catholic Church | |||||||
| 5100 W Plano Pkwy | Plano | TX | 75093 | N/A | PC | Towards the capital campaign for the organ | $50,000 |
| PSC Patriots | |||||||
| 985 Private Road 5980 | Yantis | TX | 75497 | N/A | PC | Towards the Lake Fork Challenge | $50,000 |
| Retina Foundation of the Southwest | |||||||
| 9600 N Central Exwy Ste 200 | Dallas | TX | 75231 | N/A | PC | Towards the Age-Related Macular Degeneration Program | $20,000 |
| Ronald Reagan Presidential Foundati | |||||||
| P O Box 98148 | Washington | DC | 20090 | N/A | PC | Towards Reagan's American Values | $1,000 |
| Roxies Place Animal Santuary | |||||||
| 375 Rains County Rd 1430 | Point | TX | 75472 | N/A | PC | Towards dog care and kennel maintenance | $2,500 |
| Safe Haven Animal Rescue of East Te | |||||||
| 3003 County Rd 1970 | Yantis | TX | 75497 | N/A | PC | Towards the Wood County Animal Rescue | $5,000 |
| Sisters of St Francis | |||||||
| 4421 Lower River Rd | Stella Niagara | NY | 14144 | N/A | PC | Support for sisters | $250 |
| Sisters of St Mary | |||||||
| 241 Lafayette Ave | Buffalo | NY | 14213 | N/A | PC | Support for retired sisters | $1,000 |
| Society of St Vincent de Paul | |||||||
| 3826 Gilbert Ave | Dallas | TX | 75219 | N/A | PC | Support for the Pharmacy Program | $25,000 |
| St John the Evangelist Catholic Chu | |||||||
| 551 East FM 2795 | Emory | TX | 75440 | N/A | PC | Towards construction of a new sanctuary | $50,000 |
| St Jude Children's Research Hospita | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | N/A | PC | Towards support of St. Jude's mission | $25,000 |
| Texas Public Policy Foundation | |||||||
| 901 Congress Avenue | Austin | TX | 78701 | N/A | PC | Towards the People First Initiative | $25,000 |
| The Heritage Foundation | |||||||
| 214 Massachusettes Ave NE | Washington | DC | 20090 | N/A | PC | Towards School Choice, CRT & Border Security | $25,000 |
| The Storehouse of Collin County | |||||||
| 1401 Mira Vista Blvd | Plano | TX | 75093 | N/A | PC | Support for Neighbors Pathway out of Poverty | $10,000 |
| Unbound Now | |||||||
| 4300 W Waco Dr Ste 2 Bldg B-244 | Waco | TX | 76710 | N/A | PC | Towards services for youth survivors of commercial sexual exploitation | $2,500 |
| UNT Foundation | |||||||
| 1155 Union Circle 311250 | Denton | TX | 76203 | N/A | PC | Towards the Commercial Music Excellence Fund | $100,000 |
| Vitae Foundation | |||||||
| 1731 Southridge Dr Ste D | Jefferson City | MO | 65109 | N/A | PC | Towards a Digital Marketing Strategy | $20,000 |
| West Dallas Community School | |||||||
| 2300 Canada Drive | Dallas | TX | 75212 | N/A | PC | Towards student scholarships | $5,000 |
| White Rose Women's Center | |||||||
| 4313 N Central Expy | Dallas | TX | 75205 | NA | PC | Towards pregnancy counseling | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $886,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,706 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $271,120 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,198,388 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| BIP Capital Venture Fund | 901101 | $1,259 | 14 | -$3,853 |
| Jemez-ReignRock LLC | 14 | -$5,040 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,259 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,468,321 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,469,580 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax preparation | CategoryTxt |
| Amt | $4,900 | Amt |
| Net Investment Income | $2,450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,450 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| 2 end tables | 2017-12-15 | $1,080 | $943 | SL | 0.1250 | $136 |
| 2 chairs | 2017-12-15 | $1,080 | $943 | SL | 0.1250 | $136 |
| Sofa | 2017-12-15 | $757 | $662 | SL | 0.1250 | $95 |
| Small coffee table | 2017-12-15 | $540 | $472 | SL | 0.1250 | $68 |
| 66 inch round table | 2017-12-22 | $1,482 | $1,299 | SL | 0.1250 | $183 |
| Computer equipment | 2019-01-30 | $3,875 | $3,488 | SL | 0.1000 | $387 |
| Computer equipment | 2019-07-29 | $3,330 | $2,997 | SL | 0.1000 | $333 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 shs Airbnb Inc. | $84,954 | $65,705 |
| 991 shs Alaunos Therapeutics | $482,853 | $1,396 |
| 2500 shs Alphabet Inc Cl C | $461,923 | $476,100 |
| 1450 shs Amazon Com Inc. | $204,618 | $318,116 |
| 85 shs Atlanta Braves Holdings | $3,505 | $3,252 |
| 500 shs Broadcom Inc. | $75,581 | $115,920 |
| 500 shs Caterpillar Inc. | $110,642 | $181,380 |
| 1285 shs Cheniere Energy Inc. New | $184,865 | $276,108 |
| 15000 shs D-Wave Quantum Inc. | $123,337 | $126,000 |
| 400 shs Deere & Co | $152,138 | $169,480 |
| 100 shs Eli Lilly & Co | $63,749 | $77,200 |
| 1250 shs Energy Select ETF | $107,731 | $107,075 |
| 3500 shs ETF SER Solutions ETF | $295,434 | $284,025 |
| 4449 shs First Tr Buy Write ETF | $54,600 | $103,528 |
| 1250 shs First Tr Cloud Computing ETF | $80,500 | $148,900 |
| 2000 shs Industrial Select ETF | $215,104 | $263,520 |
| 300 shs Intuitive Surgical Inc. | $39,022 | $156,588 |
| 3500 shs Iono Inc. | $142,465 | $146,195 |
| 6000 shs Ishares Floating Rate Bond ETF | $304,626 | $305,280 |
| 1000 shs Ishares Russell 2000 ETF | $219,737 | $220,960 |
| 250 shs JPMorgan Chase & Co. | $39,740 | $59,928 |
| 85 shs Liberty Media Corp Ser A | $2,916 | $5,658 |
| 1000 shs Liberty Media Formula Ser C | $71,389 | $92,660 |
| 42 shs Liberty Media Corp Live Ser C | $1,423 | $2,859 |
| 2000 shs Liberty Media Formula One Ser A | $127,177 | $168,080 |
| 800 shs Mastercard Inc. | $290,074 | $421,256 |
| 400 shs Meta Platforms Inc. | $85,963 | $234,204 |
| 2000 shs MGM Resorts International | $90,154 | $69,300 |
| 500 shs Microsoft Corp. | $89,191 | $210,750 |
| 2250 shs Mondelez Intl Inc. | $148,333 | $134,392 |
| 125 shs Monolithic Power Systems | $14,115 | $73,963 |
| 6250 shs Nvidia Corp. | $236,673 | $839,312 |
| 33057 shs Precigen Inc. | $176,527 | $37,024 |
| 13500 Rigetti Computing Inc. | $125,648 | $206,010 |
| 2000 shs Select Sector SPDR Materials | $181,034 | $168,280 |
| 2000 shs Select Sector SPDR Healthcare | $138,068 | $275,140 |
| 1725 shs Select Sector SPDR Consumer Dis | $222,393 | $387,004 |
| 100 shs Servicenow | $8,753 | $106,012 |
| 700 shs SPDR S&P Ser Tr Oil & Gas | $100,580 | $92,659 |
| 500 shs Taiwan Semiconductor ADR | $44,704 | $98,745 |
| 600 shs Vanguard Energy ETF | $72,181 | $72,786 |
| 1000 shs Vanguard Industrials ETF | $206,102 | $254,390 |
| 775 shs Vanguard Small Cap ETF | $151,706 | $153,589 |
| 5000 shs Vanguard Total Bond ETF | $418,931 | $359,550 |
| 1050 shs VISA Inc. | $155,237 | $331,842 |
| 1000 shs YUM Brands | $62,839 | $134,160 |
| 1750 shs Zoetis Inc. | $89,422 | $285,127 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BIP Capital Venture Fund IV-QP, LP | AT COST | $185,269 | $288,590 |
| Jemez-Reignrock, LLC | AT COST | $53,187 | $53,187 |
| 1463240 shs Goldman Sachs Finl Sq Treas | AT COST | $1,463,241 | $1,463,241 |
| 24111 shs William Blair Small Mid-Cap Gr | AT COST | $549,001 | $675,831 |
| 33097 shs MFS Internat'l Intrinsic Value | AT COST | $1,209,876 | $1,184,868 |
| 25445 shs Matthews Asia Dividend Inst'l | AT COST | $408,420 | $357,751 |
| 29042 shs Doubleline Flexible Income | AT COST | $277,361 | $252,667 |
| 19670 shs Janus Henderson High Yield | AT COST | $161,508 | $144,186 |
| 26320 shs Vanguard Short Term Invmt Gr | AT COST | $278,761 | $271,359 |
| 17795 shs Ishares Tr MSCI USA Min Vol | AT COST | $947,109 | $1,580,018 |
| 1960 shs Vanguard Specialized Funds Div | AT COST | $250,057 | $383,827 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| Furniture and Fixtures | $4,939 | $4,939 |
| Machinery and Equipment | $8,893 | $8,893 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Dividends receivable | $5,873 | $11,250 | $11,250 |
| Security deposit | $2,688 | $2,688 | $2,688 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank service charges | $400 | $400 | |
| Computer/internet/software | $5,498 | $2,969 | $2,529 |
| Insurance | $2,317 | $1,159 | $1,158 |
| Meals and entertainment | $9,552 | $2,579 | $4,394 |
| Miscellaneous | $3,341 | $1,804 | $1,537 |
| Payroll processing fees | $1,702 | $919 | $783 |
| Postage and delivery | $149 | $80 | $69 |
| Publications and subscriptions | $4,620 | $2,495 | $2,125 |
| Repairs and maintenance | $30 | $16 | $14 |
| Shredding | $1,346 | $727 | $619 |
| Supplies | $5,792 | $3,128 | $2,664 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BIP Capital Venture Fund | -$2,594 | -$3,849 |
| Jemez-ReignRock LLC | -$5,040 | -$5,040 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management | CategoryTxt |
| Amt | $16,000 | Amt |
| Net Investment Income | $16,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise tax paid | $100 | ||
| Foreign tax paid | $395 | $395 | |
| Property tax | $423 | $228 | $195 |
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