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ALFORD H HERMANN FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ALFORD H HERMANN FAMILY FOUNDATION INC (EIN 41-2140255)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-09
IRS object ID
202130999349100713
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-09T16:05:09ZReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN452024401PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1H AND R BLOCKBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1103 RANCH RD 620 SAddressLine1Txt
CityLAKEWAYCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78734ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN412140255EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALFORD H HERMANN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALFOBusinessNameControlTxt
Phone8473315320PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14408 SHARPSHINNED HAWK COVEAddressLine1Txt
CityAustinCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78738ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROGER HERMANNPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8473315320PhoneNum
Signature2021-04-09SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROGERPersonFirstNm
Person LastHERMANNPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHNNY WELBORNPreparerPersonNm
PTINP01008210PTIN
Phone5122661040PhoneNum
Preparation2021-04-09PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$218,511FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$1,459DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,459DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,459DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$48,089NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,675GrossSalesPriceAmt
Net ST Capital Gain Adj Net Incm$1,264NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss-$46,629TotalRevAndExpnssAmt
Total Net Invst Incm$1,460TotalNetInvstIncmAmt
Total Adj Net Incm$2,724TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$250OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$113TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$363TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,113TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$52,742ExcessRevenueOverExpensesAmt
Net Investment Income$1,460NetInvestmentIncomeAmt
Adjusted Net Income$2,724AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,513SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,179SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,179SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$289,934CorporateStockBOYAmt
Corporate Stock EOY$226,154CorporateStockEOYAmt
Corporate Stock EOYFMV$205,332CorporateStockEOYFMVAmt
Total Assets BOY$292,447TotalAssetsBOYAmt
Total Assets EOY$239,333TotalAssetsEOYAmt
Total Assets EOYFMV$218,511TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$292,447RetainedEarningBOYAmt
Retained Earning EOY$239,333RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$292,447TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$239,333TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$292,447TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$239,333TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$292,447TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$52,742ExcessRevenueOverExpensesAmt
Subtotal$239,705SubtotalAmt
Other Decreases$372OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$239,333TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
164 SHARES NEWMONT CORP STOCKP2019-04-182020-01-06$6,870$5,606$1,264$1,264
50 SHARES PROSHARES U/SP2016-05-162020-12-24$321$6,349-$6,028-$6,028
225 SHARES PROSHARES S&P 500P2016-04-192020-12-24$1,334$25,890-$24,556-$24,556
10 SHARES PROSHARES U/P QQQP2016-04-192020-12-24$136$15,233-$15,097-$15,097
200 SHARES VANECK GOLD MNRSP2011-10-212020-12-24$7,014$10,686-$3,672-$3,672
FieldValueIRS element (for citing)
Capital Gain Net Income-$48,089CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,264NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$20InvestmentIncomeExciseTaxAmt
Subtotal$20SubtotalAmt
Tax Based On Investment Income$20TaxBasedOnInvestmentIncomeAmt
Tax Due$20TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROGER HERMANNIndividualWithBooksNm

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14408 SHARPSHINNED HAWK COVEAddressLine1Txt
CityAustinCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78738ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonROGER HERMANNPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14408 SHARPSHINNED HAWK COVEAddressLine1Txt
CityAustinCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78738ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DONATION - YOUNG AMERICANS FOR LIBERTYDescription1Txt
Expenses1$2,500Expenses1Amt
Description2DONATION - EVANGELICAL FREE CHURCH OF HERSHEYDescription2Txt
Expenses2$1,500Expenses2Amt
Description3DONATION - ST JUDE CHILDRENSDescription3Txt
Expenses3$500Expenses3Amt
Description4DONATION - THE SALVATION ARMYDescription4Txt
Expenses4$500Expenses4Amt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$20TaxBasedOnInvestmentIncomeAmt
Total Tax$20TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,750ExpensesAndContributionsAmt
Qualifying Distributions$5,750QualifyingDistributionsAmt
Adjusted Qualifying Distri$5,750AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Qualifying Distributions$5,750QualifyingDistributionsAmt
Undistributed Income CY$0UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
YOUNG AMERICANS FOR LIBERTY
500 N CAPITAL OF TEXAS HWYAustinTX78746NONEPCPROMOTE LIBERTY$2,500
EVANGELICAL FREE CHURCH OF HERSHEY
330 HILLTOP RDHummelstownPA17036NONENCMINISTRY FUND$1,500
ST JUDE CHILDRENS RESEARCH HOSPITA
501 ST JUDE PLMemphisTN38105NONEPCCHILD CANCER RESEARCH$500
THE SALVATION ARMY
521 W ELMIRA STOlmos ParkTX78212NONEPCLOCAL SUPPORT OF FOOD, SHELTER & CLOTHING$500
RANDOLF BOURNE INSTITUTE
1017 EK CANUBI REAK 306Redwood CityCA94063NONEPCPROMOTE NONINTERVENTIONIST FOREIGN POLICY$500
SAN ANTONIO RESCUE MISSION
907 EAST QUINCYSan AntonioTX78215NONEPCHOMELESS MINISTRY$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,459RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$48,089RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$46,629RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$46,629TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3,4,8LineNumberTxt
Relationship StatementINVESTMENT ACTIVITY ALLOWS FOUNDATION TO MAKE CHARITABLE DONATIONSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BARRICK GOLD$54,576$34,170
BESRA GOLD INC$3,869
FREEHOLD ROYALTIES$9,452$2,050
HARMONY GOLD MINING$6,011$2,340
HECLA MINING$14,507$12,960
WHEATON PRECIOUS$5,298$16,696
ISHARES GOLD TRUST$35,099$36,260
VANECK VECTORS GOLD$97,342$100,856

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
DIFFERENCE BETWEEN DIVIDENDS REPORTED AND DIVIDENDS RECEIVED$56
TAX PAYMENT 7/14/2020 FOR 2019$300
NON DIVIDEND DISTRIBUTIONS$16

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$250Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$113Amt