SUSSER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SUSSER FAMILY FOUNDATION (EIN 47-0999501)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-14
- IRS object ID
- 202501959349100760
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-14T15:37:46-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5420 LBJ FREEWAY STE 410 LINCOLN | AddressLine1Txt |
| Address Line2 | CTR II | AddressLine2Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75240 | 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 | 470999501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSSER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUSS | BusinessNameControlTxt |
| Phone | 2149564154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4020 MAPLE AVE SUITE 150 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAM L SUSSER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2149564154 | PhoneNum |
| Signature | 2025-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN-MARK MALOUF | PreparerPersonNm |
| PTIN | P01870157 | PTIN |
| Phone | 9727554750 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,283,012 | 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 | $948 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $948 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $103,528 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,528 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$216 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $428,217 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $428,217 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $818 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $533,511 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $532,713 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,875 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $17,131 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $17,131 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,330 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,206 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $841 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $841 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,177 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,178 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $775,232 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $775,232 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $815,409 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,178 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $788,107 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$281,898 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $512,535 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,718 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,605 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,605 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $8,724 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,600 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,600 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,874,411 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,669,929 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,808,155 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $608,826 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $638,675 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $600,787 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | -$2,034,754 | OtherAssetsBOYAmt |
| Other Assets EOY | -$2,158,082 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,826,865 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $485,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $197,727 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,283,012 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $485,925 | RetainedEarningBOYAmt |
| Retained Earning EOY | $197,727 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $485,925 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $197,727 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $485,925 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $197,727 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $485,925 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$281,898 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $204,027 | SubtotalAmt |
| Other Decreases | $6,300 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $197,727 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| ENERGY TRANSFER LP - LONG TERM CAPITAL GAIN | P | 2024-12-31 | $44 | $44 |
| ENERGY TRANSFER LP - 1231 LOSS | P | 2024-12-31 | -$80 | -$80 |
| JP MORGAN #2009- LONG TERM | D | 2024-12-31 | $428,253 | $428,253 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $428,217 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,124 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,124 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,124 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,844 | 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 | $10,844 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,720 | OverpaymentAmt |
| Applied To ES Tax | $3,720 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | SAM L SUSSER | IndividualWithBooksNm |
| Phone | 2149564154 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4020 MAPLE AVE SUITE 150 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| SAM L SUSSER | ||||||||
| 4020 MAPLE AVE SUITE 150 | DALLAS | TX | 75219 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CATHERINE G SUSSER | ||||||||
| 4020 MAPLE AVE SUITE 150 | DALLAS | TX | 75219 | TREASURER/SECRETARY | 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 |
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 | $5,996,784 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,842 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,093,626 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,093,626 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,404 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,002,222 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $300,111 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $300,111 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,124 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,855 | IncomeTaxAmt |
| Total Tax | $8,979 | TotalTaxAmt |
| Distributable Before Adj | $291,132 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $291,132 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $291,132 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $788,107 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $788,107 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $291,132 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $572,618 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $61,889 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $634,507 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $788,107 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $291,132 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $496,975 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,131,482 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,131,482 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $572,618 | ExcessFromYear2Amt |
| Excess From Year1 | $61,889 | ExcessFromYear1Amt |
| Excess From Current Year | $496,975 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SAM L SUSSER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4020 MAPLE AVE SUITE 150 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2149564154 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN SUBMISSIONS ONLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PC | PHILANTHROPIC | $25,000 | |
| AMERICAN FRIENDS OF ALYN HOSPITAL INC | ||||||||
| 122 EAST 42ND STREET NO 1519 | NEW YORK | NY | 10168 | NONE | PC | PHILANTHROPIC | $1,800 | |
| CHARITY LEAGUE INC | ||||||||
| PO BOX 6757 | CORPUS CHRISTI | TX | 78466 | NONE | PC | PHILANTHROPIC | $250 | |
| COASTAL BEND FOOD BANK | ||||||||
| 826 KRILL ST | CORPUS CHRISTI | TX | 78408 | NONE | PC | PHILANTHROPIC | $180 | |
| CONGREGATION BETH ISRAEL | ||||||||
| 4402 SARATOGA BOULEVARD | CORPUS CHRISTI | TX | 78413 | NONE | PC | RELIGIOUS | $10,955 | |
| DALLAS CITIZENS COUNCIL | ||||||||
| 901 MAIN STREET SUITE 6212 | DALLAS | TX | 75202 | NONE | PC | PHILANTHROPIC | $15,000 | |
| DRISCOLL CHILDREN'S HOSPITAL | ||||||||
| 3533 SOUTH ALAMEDA STREET | CORPUS CHRISTI | TX | 78411 | NONE | PC | PHILANTHROPIC | $3,200 | |
| FOSTER ANGELS OF SOUTH TEXAS | ||||||||
| 3758 DENVER AVENUE | CORPUS CHRISTI | TX | 78411 | NONE | PC | PHILANTHROPIC | $2,500 | |
| FOUNDATION FOR DEFENSE OF DEMOCRACIES | ||||||||
| PO BOX 33249 | WASHINGTON | DC | 20033 | NONE | PC | PHILANTHROPIC | $18,000 | |
| GLORIA HICKS ELEMENTARY SCHOOL | ||||||||
| 3602 MCARDLE ROAD | CORPUS CHRISTI | TX | 78415 | NONE | PC | PHILANTHROPIC | $250 | |
| HANNON CUP ASSOCIATION | ||||||||
| 2200 UNIVERSITY CLUB DRIVE | AUSTIN | TX | 78732 | NONE | PC | PHILANTHROPIC | $500 | |
| HOLDSWORTH CENTER | ||||||||
| 4907 RANCH RD2222 | AUSTIN | TX | 78731 | NONE | PC | PHILANTHROPIC | $10,000 | |
| JEWISH COMMUNITY COUNCIL OF CORPUS CHRISTI | ||||||||
| 750 EVERHART ROAD | CORPUS CHRISTI | TX | 78411 | NONE | PC | PHILANTHROPIC | $2,040 | |
| JEWISH FAMILY SERVICE OF GREATER DALLAS FOUNDATION | ||||||||
| 5402 ARAPAHO ROAD | DALLAS | TX | 75248 | NONE | PC | PHILANTHROPIC | $50,000 | |
| LEGACY SENIOR COMMUNITIES FOUNDATION | ||||||||
| 8260 MANDERVILLE LN SUITE 300 | DALLAS | TX | 75231 | NONE | PC | PHILANTHROPIC | $11,500 | |
| LELAND STANFORD JUNIOR UNIVERSITY | ||||||||
| 326 GALVEZ STREET | STANFORD | CA | 943056003 | NONE | PC | PHILANTHROPIC | $10,000 | |
| MD ANDERSON CANCER CENTER | ||||||||
| PO BOX 4486 | HOUSTON | TX | 77210 | NONE | PC | PHILANTHROPIC | $79,410 | |
| MEADOWS MENTAL HEALTH POLICY INSTITUTE | ||||||||
| PO BOX 140836 | DALLAS | TX | 75214 | NONE | PC | PHILANTHROPIC | $2,500 | |
| ROHR CHABAD JEWISH STUDENT CENTER | ||||||||
| 2101 NUECES STREET | AUSTIN | TX | 78705 | NONE | PC | PHILANTHROPIC | $18,000 | |
| ROTARY CLUB OF SOUTHSIDE CORPUS CHRISTI | ||||||||
| 6537 S STAPLES STREET SUITE 125 BOX | CORPUS CHRISTI | TX | 784688902 | NONE | PC | PHILANTHROPIC | $2,500 | 405 |
| SECURE COMMUNITY NETWORK | ||||||||
| 540 N DEARBORNE STREET PO BOX 10303 | CHICAGO | IL | 60610 | NONE | PC | PHILANTHROPIC | $360 | |
| SOUTHERN METHODIST UNIVERSITY | ||||||||
| PO BOX 750402 | DALLAS | TX | 75275 | NONE | PC | PHILANTHROPIC | $125,000 | |
| SOUTHWESTERN MEDICAL FOUNDATION | ||||||||
| 3889 MAPLE AVENUE SUITE 100 | DALLAS | TX | 75219 | NONE | PC | PHILANTHROPIC | $4,460 | |
| TEMPLE EMANU-EL | ||||||||
| 8500 HILLCREST ROAD | DALLAS | TX | 75225 | NONE | PC | RELIGIOUS | $74,262 | |
| TEXAS A&M UNIVERSITY- CORPUS CHRISTI | ||||||||
| 6300 OCEAN DRIVE UNIT 5741 | CORPUS CHRISTI | TX | 78412 | NONE | PC | PHILANTHROPIC | $850 | |
| TEXAS BUSINESS HALL OF FAME | ||||||||
| PO BOX 22048 | HOUSTON | TX | 77027 | NONE | PC | PHILANTHROPIC | $4,000 | |
| TEXAS EXES | ||||||||
| PO BOX 7278 | AUSTIN | TX | 787137278 | NONE | PC | PHILANTHROPIC | $125 | |
| TEXAS STATE AQUARIUM | ||||||||
| 2710 NORTH SHORELINE BOULEVARD | CORPUS CHRISTI | TX | 78402 | NONE | PC | PHILANTHROPIC | $1,000 | |
| UNITED WAY OF METROPOLITAN DALLAS INC | ||||||||
| 2800 N LAMAR | DALLAS | TX | 75202 | NONE | PC | PHILANTHROPIC | $5,000 | |
| UNIVERITY OF TEXAS AT AUSTIN | ||||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | NONE | PC | PHILANTHROPIC- FOR THE BENEFIT OF THE KAY BAILEY HUTCHISON CENTER | $15,000 | |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | NONE | PC | PHILANTHROPIC- FOR THE BENEFIT OF THE ANNETTE STRAUSS INSTITUTE | $2,500 | |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | NONE | PC | PHILANTHROPIC- FOR THE BENEFIT OF THE SAM E SUSSER ENDOWED SCHOLARSHIP | $75,000 | |
| UNIVERSITY OF TEXAS AT DALLAS | ||||||||
| 800 WEST CAMPBELL ROAD SPN 10 | RICHARDSON | TX | 75080 | NONE | PC | PHILANTHROPIC | $1,000 | |
| UNIVERSITY OF TEXAS FOUNDATION | ||||||||
| 9011 MOUNTAIN RIDGE DR SUITE 150 | AUSTIN | TX | 78759 | NONE | PC | PHILANTHROPIC | $199,900 | |
| WORLD AFFAIRS COUNCIL OF DALLASFORT WORTH | ||||||||
| 325 NORTH ST PAUL STREET SUITE 4200 | DALLAS | TX | 75201 | NONE | PC | PHILANTHROPIC | $3,190 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $775,232 | 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 | $948 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,528 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$216 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $428,217 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENERGY TRANSFER, LP | Desc |
| Business | 211100 | BusinessCd |
| Unrelated Business Taxbl Incm | $798 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $798 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $532,497 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $533,295 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,875 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,875 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INT-TERM CORPORATE | $538,675 | $496,871 |
| STATE OF ISRAEL | $100,000 | $103,916 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPDR DOW JONES REIT ETF | $71,780 | $75,134 |
| VANGUARD FTSE DEVELOPED ETF | $404,590 | $497,567 |
| VANGUARD FTSE EMERGING MARKE | $122,505 | $133,001 |
| VANGUARD TOTAL STOCK MKT ETF | $990,684 | $2,987,361 |
| XTRACKERS MSCI EAFE HEDGED E | $80,370 | $115,092 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENERGY TRANSFER LP | Desc |
| BOY Book Value | -$2,034,754 | BOYBookValueAmt |
| EOY Book Value | -$2,158,082 | EOYBookValueAmt |
| EOYFMV | $1,826,865 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE CHARITABLE CONTRIBUTIONS | Desc |
| Amt | $6,300 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CHARITABLE CONTRIBUTIONS - ENERGY TRANSFER, LP | $108 | $108 | $0 | $0 |
| NONDEDUCTIBLE EXPENSES - ENERGY TRANSFER, LP | $517 | $517 | $0 | $0 |
| RENTAL LOSS | $216 | $216 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $20 | $20 | |
| ENERGY TRANSFER, LP | $798 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX EXPENSE | $2,206 | $2,206 | $0 | $0 |
| EXCISE TAX BASED ON INVESTMENT INCOME | $7,124 | $0 | $0 | $0 |