CARR-REZA FAMILY FOUNDATION INC: Form 990PF, tax year 2025
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- Organization
- CARR-REZA FAMILY FOUNDATION INC (EIN 84-3851641)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202611269349104261
- Schema version
- 2025v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T21:31:25-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843851641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carr-Reza Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Layla Carr | InCareOfNm |
| Business Name Control | CARR | BusinessNameControlTxt |
| Phone | 8176575437 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4122 Lorinser Lane | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAYLA CARR | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2148019775 | PhoneNum |
| Signature | 2026-05-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Taxable PF | Yes (X) | Organization501c3TaxablePFInd |
| FMV Assets EOY | $545,932 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $257,521 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,865 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,865 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $7,865 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $160 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $265,386 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,025 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,865 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $139 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $139 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $139 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $114 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $114 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $114 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $546 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $24 | TaxesAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $709 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $709 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $709 | TravConfMeetingAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,508 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $986 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $986 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,008 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $986 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $986 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $251,378 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,039 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,879 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,510 | CashBOYAmt |
| Cash EOY | $8,817 | CashEOYAmt |
| Cash EOYFMV | $8,817 | CashEOYFMVAmt |
| Corporate Stock BOY | $183,599 | CorporateStockBOYAmt |
| Corporate Stock EOY | $432,412 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $526,379 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,983 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,560 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,736 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $199,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $449,789 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $545,932 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,550 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $709 | AccountsPayableEOYAmt |
| Grants Payable EOY | $1,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,550 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,709 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $196,542 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $448,080 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $196,542 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $448,080 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $199,092 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $449,789 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $196,542 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $251,378 | ExcessRevenueOverExpensesAmt |
| Other Increases | $160 | OtherIncreasesAmt |
| Subtotal | $448,080 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $448,080 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Broadridge shares BR 15 shares | D | 2019-12-27 | 2025-12-03 | $3,409 | $1,848 | $1,561 | $1,561 |
| 304 shares of Arbor Realty Trust | D | 2019-12-27 | 2025-05-15 | $3,380 | $4,423 | -$1,043 | -$1,043 |
| 224 Shares of AT&T | D | 2019-12-27 | 2025-05-15 | $5,927 | $6,726 | -$799 | -$799 |
| 3 Shares of PJT | D | 2019-12-27 | 2025-12-03 | $498 | $134 | $364 | $364 |
| BLACKSTONE INC BX 09260D107 | D | 2025-11-10 | $77 | $77 | $77 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $160 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $98 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $98 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $98 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Tax Due | $98 | TaxDueAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Layla Carr | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2148019775 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4122 Lorinser Lane | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75220 | 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 | false | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| NOAH CARR | ||||||||
| 4122 Lorinser Lane | Dallas | TX | 75220 | Director | 0.00 | $0 | $0 | $0 |
| ALIYA CARR | ||||||||
| 4122 Lorinser Lane | Dallas | TX | 75220 | Director | 0.00 | $0 | $0 | $0 |
| LAYLA CARR | ||||||||
| 4122 Lorinser Lane | Dallas | TX | 75220 | Treasurer | 2.00 | $0 | $0 | $0 |
| MUNEERA CARR | ||||||||
| 4122 Lorinser Lane | Dallas | TX | 75220 | Director | 1.00 | $0 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $287,042 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,507 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $283,535 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $574,084 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $574,084 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,611 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $565,473 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,274 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,274 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $98 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $98 | TotalTaxAmt |
| Distributable Before Adj | $28,176 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,176 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,176 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,176 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,700 | UndistributedIncomePYAmt |
| Qualifying Distributions | $12,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,700 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $800 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $27,376 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MUNEERA CARR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scholarship America | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 International drive Ste 500 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | Trustee | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | Set up Scholarship program | GrantOrContributionPurposeTxt |
| Amt | $11,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Texas Austin | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 7458 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | Donor | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | Scholarship funding | GrantOrContributionPurposeTxt |
| Amt | $1,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,000 | TotalGrantOrContriApprvFutAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Taxable PF | Yes (X) | Organization501c3TaxablePFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MUNEERA CARR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4122 Lorinser Lane | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $257,521 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 410 shares of VOO | NoncashPropertyDesc |
| Fair Market Value | $257,521 | FairMarketValueAmt |
| Received | 2025-12-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax preparation fees | CategoryTxt |
| Amt | $139 | Amt |
| Net Investment Income | $139 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $139 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 323 shares of MO | $16,279 | $18,624 |
| 109 shares of ADP | $18,614 | $28,038 |
| 84 shares of BBY | $7,309 | $5,622 |
| 33 shares of BX | $1,853 | $5,087 |
| 12 shares of BR | $1,479 | $2,678 |
| 82 share of BMY | $5,259 | $4,423 |
| 100 shares of KMX | $8,840 | $3,864 |
| 57 shares of CAT | $8,452 | $32,654 |
| 25 shares of CVX | $5,170 | $3,810 |
| 100 shares of EBAY | $3,607 | $8,710 |
| 223 shares of GM | $8,153 | $18,134 |
| 530 shares of Hitachi | $4,459 | $16,536 |
| 114 shares of JNJ | $16,616 | $23,592 |
| 115 shares of MRK | $10,021 | $12,105 |
| 100 shares of PYPL | $10,940 | $5,838 |
| 323 shares of PM | $10,357 | $19,248 |
| 57 shares of PG | $7,187 | $8,169 |
| 261 shares of RTN | $24,701 | $47,867 |
| 103 shares of LUV | $5,595 | $4,257 |
| 410 shares of VOO | $257,521 | $257,123 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 58 Shares of SPG | FMV | $8,560 | $10,736 |
| FMV | |||
| FMV | |||
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| FMV | |||
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| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
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| FMV | |||
| FMV |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital gains | Desc |
| Amt | $160 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Fidelity fees | $24 | $24 | $24 |
| Education Longhorn run | $90 | $90 | $90 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MUNEERA CARR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4122 Lorinser Lane | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75220 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| IRS payments | $522 | ||
| Foreign taxes paid | $24 | $24 | $24 |
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