PISANI FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PISANI FAMILY FOUNDATION (EIN 27-4399564)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349104912
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T16:26:04-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471675792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWEL TAX SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 STATE STREET UNIT 92667 | AddressLine1Txt |
| City | SOUTHLAKE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274399564 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PISANI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PISA | BusinessNameControlTxt |
| Phone | 9403122583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1553 MEETING STREET | AddressLine1Txt |
| City | SOUTHLAKE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76092 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEAN PISANI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9725801323 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN D JEWEL | PreparerPersonNm |
| PTIN | P00961360 | PTIN |
| Phone | 2147695312 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,432 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $331,823 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $323 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $323 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,596 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,596 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $527,475 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,503 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $395,245 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,422 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $660 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,660 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $415,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $415,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $417,660 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $415,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,422 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,953 | CashBOYAmt |
| Cash EOY | $3,158 | CashEOYAmt |
| Cash EOYFMV | $3,158 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $841 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,616 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,616 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $9,368 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $453 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $453 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $375 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,201 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,327 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,688 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,901 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,961 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $37,855 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $613 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $917 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $59,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,942 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,432 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,686,970 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,686,970 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,627,890 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,651,028 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,080 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,942 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,080 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,942 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,080 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,415 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $36,665 | SubtotalAmt |
| Other Decreases | $723 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,942 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| COINBASE GLOBAL INC | 2025-03-19 | 2025-07-30 | $75,173 | $75,496 | -$323 | -$323 | |
| BLACKROCK LIQUIDITY FUND | 2024-05-07 | 2025-06-26 | $455 | $455 | $0 | $0 | |
| ABRDN GOLD ETF TRUST | 2025-02-14 | 2025-06-26 | $3,986 | $3,479 | $507 | $507 | |
| WISDOMTREE FLOATING RATE | 2024-09-18 | 2025-03-10 | $4,535 | $4,533 | $2 | $2 | |
| WISDOMTREE FLOATING RATE | 2024-09-18 | 2025-06-26 | $4,375 | $4,382 | -$7 | -$7 | |
| ISHARES 10-20 YEAR TREASURY BOND | 2025-02-14 | 2025-03-04 | $2,386 | $2,337 | $49 | $49 | |
| VANECK GOLD MINERS ETF | 2025-02-14 | 2025-06-26 | $1,506 | $1,208 | $298 | $298 | |
| VANECK GOLD MINERS ETF | 2025-03-10 | 2025-06-26 | $416 | $325 | $91 | $91 | |
| ISH TR CORE DIVID GROWTH ETF | 2024-09-23 | 2025-06-26 | $949 | $940 | $9 | $9 | |
| ISH TR CORE DIVID GROWTH ETF | 2025-02-14 | 2025-06-26 | $822 | $833 | -$11 | -$11 | |
| ISH TR CORE DIVID GROWTH ETF | 2025-03-10 | 2025-06-26 | $190 | $189 | $1 | $1 | |
| AMERICAN FUNDS INTL VANTAGE | 2024-09-25 | 2025-06-26 | $406 | $375 | $31 | $31 | |
| AMERICAN FUNDS INTL VANTAGE | 2025-02-14 | 2025-06-26 | $1,588 | $1,440 | $148 | $148 | |
| AMERICAN FUNDS INTL VANTAGE | 2025-03-10 | 2025-06-26 | $115 | $104 | $11 | $11 | |
| GOLDMAN SACHS EMERGING MARKETS | 2025-02-14 | 2025-06-26 | $811 | $744 | $67 | $67 | |
| GOLDMAN SACHS EMERGING MARKETS | 2025-03-10 | 2025-06-26 | $260 | $233 | $27 | $27 | |
| MFS GROWTH FUND | 2025-02-14 | 2025-06-26 | $5,029 | $4,984 | $45 | $45 | |
| MFS GROWTH FUND | 2025-03-10 | 2025-06-26 | $481 | $413 | $68 | $68 | |
| MFS NEW DISCOVERY FD | 2025-02-14 | 2025-06-26 | $734 | $744 | -$10 | -$10 | |
| MFS NEW DISCOVERY FD | 2025-03-10 | 2025-06-26 | $338 | $301 | $37 | $37 | |
| ALPS/CORE COM MGMT COMPL | 2025-02-14 | 2025-06-26 | $2,931 | $2,864 | $67 | $67 | |
| ALPS/CORE COM MGMT COMPL | 2025-03-10 | 2025-06-26 | $56 | $54 | $2 | $2 | |
| AVE MARIA RISING DIVIDEND FUND | 2025-02-14 | 2025-06-26 | $7,660 | $7,768 | -$108 | -$108 | |
| GUGGENHEIM MACRO OPPORTUNITIES FUND | 2025-03-10 | 2025-06-26 | $3,915 | $3,904 | $11 | $11 | |
| AMERICAN BOND FD | 2025-02-14 | 2025-06-26 | $22,755 | $22,478 | $277 | $277 | |
| AMERICAN BOND FD | 2025-03-10 | 2025-06-26 | $8,469 | $8,469 | $0 | $0 | |
| AMERICAN INTERMEDIATE BD | 2024-09-18 | 2025-06-26 | $3,908 | $3,939 | -$31 | -$31 | |
| AMERICAN INTERMEDIATE BD | 2024-09-23 | 2025-06-26 | $743 | $749 | -$6 | -$6 | |
| AMERICAN INTERMEDIATE BD | 2025-02-14 | 2025-06-26 | $17,746 | $17,410 | $336 | $336 | |
| AMERICAN INTERMEDIATE BD | 2025-03-04 | 2025-06-26 | $1,534 | $1,523 | $11 | $11 | |
| AMERICAN INTERMEDIATE BD | 2025-03-10 | 2025-06-26 | $665 | $661 | $4 | $4 | |
| GOTHAM ABSOLUTE RETURN FUND | 2025-02-14 | 2025-06-26 | $3,025 | $2,864 | $161 | $161 | |
| GOTHAM ABSOLUTE RETURN FUND | 2025-03-10 | 2025-06-26 | $186 | $168 | $18 | $18 | |
| OAKMARK INTL FD | 2025-02-14 | 2025-06-26 | $1,969 | $1,804 | $165 | $165 | |
| OAKMARK INTL FD | 2025-03-10 | 2025-06-26 | $53 | $50 | $3 | $3 | |
| JP MORGAN UNDSCVRD MNGRS | 2025-02-14 | 2025-06-26 | $1,727 | $1,804 | -$77 | -$77 | |
| JP MORGAN UNDSCVRD MNGRS | 2025-03-10 | 2025-06-26 | $204 | $200 | $4 | $4 | |
| AGNICO EAGLE MINES LTD | 2021-01-21 | 2025-09-22 | $148,953 | $149,101 | -$148 | -$148 | |
| VANECK GOLD MINERS ETF | 2023-12-22 | 2025-12-22 | $105,420 | $102,926 | $2,494 | $2,494 | |
| KINDER MORGAN INC | 2020-03-12 | 2025-02-14 | $54 | $21 | $33 | $33 | |
| KINDER MORGAN INC | 2020-07-10 | 2025-02-14 | $31,694 | $12,862 | $18,832 | $18,832 | |
| KINDER MORGAN INC | 2020-07-21 | 2025-02-14 | $4,371 | $1,950 | $2,421 | $2,421 | |
| KINDER MORGAN INC | 2020-09-04 | 2025-02-14 | $54,728 | $21,888 | $32,840 | $32,840 | |
| CAPITAL GAINS DIVIDENDS | $154 | $154 | $154 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,503 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $882 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $882 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $882 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $33 | EsPenaltyAmt |
| Tax Due | $915 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DEAN C PISANI | IndividualWithBooksNm |
| Phone | 4692934355 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1553 MEETING STREET | AddressLine1Txt |
| City | SOUTHLAKE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DEAN C PISANI | ||||||||
| 1553 MEETING STREET | SOUTHLAKE | TX | 76092 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JACQUELINE PISANI | ||||||||
| 1553 MEETING STREET | SOUTHLAKE | TX | 76092 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| PHILIP J PISANI | ||||||||
| 563 N LINCOLN STREET | HINSDALE | IL | 60521 | DIRECTOR | 5.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $72,029 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,117 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $91,146 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $91,146 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,367 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $89,779 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,489 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,489 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $882 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $882 | TotalTaxAmt |
| Distributable Before Adj | $3,607 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,607 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,607 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $415,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $415,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,607 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $103,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $423,468 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $512,010 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $580,900 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $439,342 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,059,220 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $415,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,607 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $411,393 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,470,613 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $103,500 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,367,113 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $423,468 | ExcessFromYear4Amt |
| Excess From Year3 | $512,010 | ExcessFromYear3Amt |
| Excess From Year2 | $580,900 | ExcessFromYear2Amt |
| Excess From Year1 | $439,342 | ExcessFromYear1Amt |
| Excess From Current Year | $411,393 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2020-06-26 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DEAN C PISANI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INTACT AMERICA | ||||||
| PO BOX 8516 | TARRYTOWN | NY | 10591 | PC | GENERAL OPERATING | $250,000 |
| ROGERS BEHAVIORIAL HEALTH FOUNDATION | ||||||
| 34700 VALLEY ROAD | OCONOMOWOC | WI | 53066 | PC | GENERAL OPERATING | $105,000 |
| BELLARMINE JESUIT ASSOCIATION | ||||||
| 420 W COUNTY LINE ROAD | BARRINGTON | IL | 60010 | PC | GENERAL OPERATING FUND | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $415,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $323 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,596 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $58,503 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $323 | ExclusionAmt |
| Related Or Exempt Function Incm | $63,099 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,422 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST EARNED INCREASES AMT TO BE CONTRIBUTED FOR THE FDN'S MISSION |
| 4 | DIVIDENDS EARNED INCREASES AMT TO BE CONTRIBUTED FOR THE FDN'S MISSION |
| 8 | PROCEEDS EARNED INCREASES AMT TO BE CONTRIBUTED FOR THE FDN'S MISSION |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DEAN PISANI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1553 MEETING STREET | AddressLine1Txt |
| City | SOUTHLAKE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $331,823 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $331,823 | FairMarketValueAmt |
| Received | 2025-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN BOND FD OF | $3,339 | $3,369 |
| AMERICAN INTERMEDIATE BD | $2,562 | $2,592 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPS/CORE COM MGMT COMPL | $328 | $360 |
| AVE MARIA RISING | $859 | $783 |
| GOLDMAN SACHS EMERGING | $99 | $128 |
| GOTHAM ABSOLUTE RETURN | $284 | $311 |
| GUGGENHEIM MACRO | $405 | $408 |
| JP MORGAN UNDSCVRD MNGRS | $230 | $224 |
| AMERICAN FUNDS INTL | $199 | $228 |
| MFS GROWTH FUND CL I | $487 | $523 |
| MFS NEW DISCOVERY FD CL | $101 | $123 |
| OAKMARK INTL FD CL | $209 | $239 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $453 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $453 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABRDN GOLD ETF TRUST | AT COST | $303 | $452 |
| ISH TR CORE DIVID GROWTH | AT COST | $188 | $208 |
| VANECK GOLD MINERS ETF | AT COST | $122 | $257 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE IN APPRECIATED DONATED STOCK | Desc |
| Amt | $723 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $660 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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