PISANI FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
PISANI FAMILY FOUNDATION (EIN 27-4399564)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-14
IRS object ID
201231359349102548
Schema version
2011v1.2
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)
Timestamp2012-05-14T19:50:54-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS RFRAWLEY CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1851 STONE COURTAddressLine1
CityADDISONCity
StateILState
ZIP Code60101ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN274399564EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1PISANI FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlPISANameControl
Phone9725801323Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13129 BASS PRO DRIVEAddressLine1
CityGRAPEVINECity
StateTXState
ZIP Code760511987ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDEAN C PISANIName
TitleTRUSTEETitle
Phone9725801323Phone
Date Signed2012-05-14DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameTHOMAS R FRAWLEYName
Phone6304614569Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Exempt PFXExemptPF
FMV Assets EOY1506468FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss2755InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm2755InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss32847DividendsRevAndExpnss
Dividends Net Invst Incm32847DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses35602TotalRevenueAndExpenses
Total Net Investment Income35602TotalNetInvestmentIncome
Other Prof Fees Rev And Expnss12425OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm12425OtherProfFeesNetInvstIncm
Other Expenses Rev And Expnss5OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss12430TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm12425TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss450500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps450500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss462930TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm12425TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps450500TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-427328ExcessOfRevenueOverExpenses
Net Investment Income23177NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY2000000SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY1572672SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV1506468SavingsAndTempCashInvstEOYFMV
Total Assets BOY2000000TotalAssetsBOY
Total Assets EOY1572672TotalAssetsEOY
Total Assets EOYFMV1506468TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY2000000CapitalStockBOY
Capital Stock EOY1572672CapitalStockEOY
Total Net Assets BOY2000000TotalNetAssetsBOY
Total Net Assets EOY1572672TotalNetAssetsEOY
Total Liabilities Net Assets BOY2000000TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1572672TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY2000000TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-427328ExcessOfRevenueOverExpenses
Subtotal1572672Subtotal
Total Net Assets Fund Balances EOY1572672TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (68 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceDepreciationDepreciationCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossFMV As Of123169FMVAsOf123169Adjusted Basis As Of123169AdjustedBasisAsOf123169Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasisGains Minus Excess Or LossesGainsMinusExcessOrLosses
ANGLOGOLD ASHANTI LTD 12 SHARESP2011-03-022011-12-164970594-97000-97
ASTRAZENECA PLC 16 SHARESP2011-03-022011-08-237510774-23000-23
BARRICK GOLD CORP 21P2011-03-022011-08-22109301133-40000-40
DAIWA HOUSE 11P2011-03-022011-03-251462013729000090
DAIWA HOUSE 18P2011-03-022011-08-16214802245-97000-97
EMBRER S A SPONSORED 75P2011-03-022011-08-02217302486-313000-313
FINMECCANICA SPA 183P2011-03-022011-10-1368401164-480000-480
GLAXOSMITHKLINE PLC 28P2011-03-022011-05-31121401066148000148
GLAXOSMITHKLINE PLC 17P2011-03-022011-11-087550647108000108
KAO CORP 33P2011-03-022011-08-0489908851400014
KAO CORP 42P2011-03-022011-08-09108701127-40000-40
KAO CORP 79P2011-03-022011-08-12206202119-57000-57
KAO CORP 80P2011-03-022011-08-22206702146-79000-79
KINROSS GOLD CORP 89P2011-03-022011-08-31154301407136000136
NEXEN COM 49P2011-03-022011-03-23124001319-79000-79
NIPPON TLEG 57P2011-03-022011-10-04137301422-49000-49
ROYAL DUTSCH SHELL PLC 8P2011-03-022011-04-0759205632900029
ROYAL DUTSCH SHELL PLC 15P2011-03-022011-08-03104001056-16000-16
ROYAL DUTSCH SHELL PLC 65P2011-03-022011-10-06412704578-451000-451
SK TELECOM 58P2011-03-022011-05-211083010196400064
SEVEN & I HODGS CO.19P2011-03-022011-06-22103601068-32000-32
SEVEN & I HODGS CO. 13P2011-03-022011-09-2974107311000010
SEVEN & I HODGS CO. 9P2011-03-022011-12-194850506-21000-21
SIEMENS AG SPONSORED 3P2011-03-022011-06-273960397-1000-1
STATOIL ASA 94P2011-03-022011-10-18234402499-155000-155
SUNCOR ENERGY INC. 25P2011-03-022011-04-07110801183-75000-75
SUNCOR ENERGY INC. 25P2011-03-022011-05-31104501183-138000-138
SUNCOR ENERGY INC. 28P2011-03-022011-07-21116301325-162000-162
SUNCOR ENERGY INC. 25P2011-03-022011-07-22115901325-166000-166
SWISSCOM 12P2011-03-022011-07-2856805363200032
TAKEDA PHARMACEUTICAQL 50P2011-03-022011-05-12120501244-39000-39
BRISTOL MYERS SQUIBB 90P2011-03-012011-10-05291702312605000605
INVESCO LTD 12P2011-03-012011-07-012820316-34000-34
WEATHERFORD INTL 26P2011-03-012011-08-154640622-158000-158
MILLICOM INTL 17P2011-03-012011-05-26178001482298000298
ACTIVISION BLIZZARD 71P2011-03-012011-11-2886107877400074
ALLSTATE CORP 17P2011-03-012011-04-155360542-6000-6
ALLSTATE CORP 16P2011-03-012011-05-0653705102700027
ALLSTATE CORP 30P2011-03-012011-08-057900957-167000-167
AON CORP 19P2011-03-012011-06-109590992-33000-33
CHIMERA INVT 348P2011-03-012011-11-1893301499-566000-566
CLOROX CO 10P2011-03-012011-07-2074806816700067
IVANHOE MINES 71P2011-03-012011-11-09150002017-517000-517
MFA FINL INC. 48P2011-03-012011-09-133370408-71000-71
MFA FINL INC. 27P2011-03-012011-09-271930230-37000-37
MFA FINL INC. 102P2011-03-012011-10-246890868-179000-179
MCGRAW HILL COMPANIES 22P2011-03-012011-09-269480841107000107
MCGRAW HILL COMPANIES 30P2011-03-012011-10-28133001147183000183
TIME WARNER CABLE 7P2011-03-012011-03-184790501-22000-22
TIME WARNER CABLE 14P2011-03-012011-03-2998501003-18000-18
COVIDEN PLC SH 10P2011-03-012011-03-30521051560006
COVIDEN PLC SH 19P2011-03-012011-08-119040979-75000-75
AMC NETWORKS 13P2011-03-012011-07-145040521-17000-17
CONTRA GENZYME CORP 33P2011-03-012011-05-0324420244200000
HEALTH CARE REIT INC 9P2011-03-012011-05-27469046270007
FNMA, FEDERAL HOME LOAN VARIOUSP2011-04-072011-12-0667064067248-184000-184
CHEMED CORP 4P2011-03-042011-11-18365604140-484000-484
CHEMED CORP 10P2011-03-042011-11-219247010350-1103000-1103
CONMED CORP 13P2011-04-062011-11-1713000013179-179000-179
GLOBAL INDS 11P2011-03-072011-08-15693008608-1678000-1678
GLOBAL INDS 8P2011-03-072011-08-24490006260-1360000-1360
HORNBECK OFFSHORE 10P2011-03-032011-11-03982509675150000150
MICRON TECHNOLOGY 15P2011-03-182011-08-0414250015544-1294000-1294
MICRON TECH 5P2011-08-072011-12-23431204631-319000-319
OLD REP INTL. 10P2011-03-032011-07-289616010000-384000-384
OLD REP INTL 5P2011-03-032011-07-29480005000-200000-200
STERLITE INDS 14P2011-03-022011-07-2013580014288-708000-708
SUNPOWER CORP 2P2011-03-022011-12-07152202088-566000-566
FieldValueIRS element (for citing)
Capital Gain Net Income-10814CapitalGainNetIncome
Net Short Term Capital Gain Or Loss-10814NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
One Percent Net Investment Income232OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One232AdjNonchrtblAssetsAndOnePct
Qualifying Distributions450500QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax232InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal232Subtotal
Tax Based On Investment Income232TaxBasedOnInvestmentIncome
Tax Paid Original Return0TaxPaidOriginalReturn
Tax Due232TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithTXStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrfalseComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameDEAN C PISANIBooksInCareOfPersonName
Books In Care Of Phone Number6302483988BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line13129 BASS PRO DRAddressLine1
CityGRAPEVINECity
StateTXState
ZIP Code760511987ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
DEAN C PISANI
517 ROUND HOLLOW LNSOUTHLAKETX76092DIRECTOR10.00000
JACQUELINE PISANI
517 ROUND HOLLOW LNSOUTHLAKETX76092DIRECTOR10.00000
PHILLIP J PISANI
2387 WOODGLEN DRAURORAIL60504DIRECTOR10.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets0TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets0AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable0CashDeemedCharitable
Net Noncharitable Assets0NetNoncharitableAssets
Minimum Investment Return0MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Tax Based On Investment Income232TaxBasedOnInvestmentIncome
Total Tax232TotalTax
Distributable Amount As Adjusted0DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions450500ExpensesAndContributions
Qualifying Distributions450500QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm232OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions450268AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted0DistributableAmountAsAdjusted
Qualifying Distributions450500QualifyingDistributions
Remaining Distri From Corpus450500RemainingDistriFromCorpus
Total Corpus450500TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year450500ExcessDistriCyovToNextYear
Excess From Current Year450500ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerDEAN PISANIContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
700 GROUP THE CHRISTIAN BRODADCASTING NETWORK
977 CENTERVILLE TURNPIKEVIRGINIA BEACHVA23463501C3GENERAL OPERATING$25,000
THE HARBOUR INC
1440 RENAISSANCE DR STE 240PARK RIDGEIL60068501C3GENERAL OPERATING$25,000
COVENANT HOUSE
461 EIGHTH AVENUENEW YORKNY10001501C3GENERAL OPERATING$5,000
LANDON STUDER FOUNDATION
4570 WESTGROVE DRIVE STE 240ADDISONTX75001501C3GENERAL OPERATING$5,000
CONCERTED WOMEN FOR AMERICA
1015 FIFTEENTH ST NW STE 1100WASHINGTONDC20005501C3GENERAL OPERATING$6,000
INTACT AMERICA
PO BOX 8516TARRYTOWNNY10591501C3GENERAL OPERATING$225,000
INSIGHT FOR LIVING
PO BOX 269000PLANOTX75026501C3GENERAL OPERATING$1,000
LIFE OUTREACH
PO BOX 982000FORT WORTHTX76182501C3GENERAL OPERATING$5,000
JUVENILE DIABETES
17992 MITCHELL SOUTH STE 100IRVINECA92614501C3GENERAL OPERATING$5,000
WORLD WILDLIFE
1250 24ST NWWASHINGTON DCDC20037501C3GENERAL OPERATING$5,000
AMERICAN BIBLE SOCIETY
1865 BROADWAYNEW YORKNY10023501C3GENERAL OPERATING$3,000
TARRANT AREA FOOD BANK
2600 CULLEN STREETFORTWORTHTX76107501C3GENERAL OPERATING$500
NEW MEXICO CHILDREN'S HOME
1356 NM 236PORTALESNM88130501C3GENERAL OPERATING$2,500
JACK D JOHNSON PTO
1301 N CARROLL AVESOUTHLAKETX76092501C3GENERAL OPERATING$6,000
LANCE ARMSTRONG FOUNDATION
2201 E SIXTH STREETAUSTINTX78702501C3GENERAL OPERATING$1,500
TIM O GYMNASTICS
675 LINCOLN STATIONDRIVEOSWEGOIL60543501C3GENERAL OPERATING$5,000
JOHN RITTER FOUNDATION
11601 WILSHIRE BLVD STE 2200LOS ANGELESCA90025501C3GENERAL OPERATING$125,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year450500TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2,755ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$32,847ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$35,602ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA35602TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK FEESDescription
Revenue And Expenses Per Books5RevenueAndExpensesPerBooks

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryDUETSCHE ADVISORY FEESCategory
Amount$12,425Amount

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