STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

HARRINGTON FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HARRINGTON FAMILY FOUNDATION (EIN 26-1469601)
Tax period
2024-03-01 to 2025-02-28
Filed
2026-01-14
IRS object ID
202610149349100011
Schema version
2024v5.5
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)
Return2026-01-14T17:51:50-06:00ReturnTs
Tax Period End2025-02-28TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN942702860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHANSON & YAU ACCOUNTANCY CORPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line142 WEST CAMPBELL AVENUE THIRD FLOORAddressLine1Txt
CityCAMPBELLCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95008ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-03-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261469601EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARRINGTON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARRBusinessNameControlTxt
Phone6509416900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 FREMONT AVENUE AAddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS E HARRINGTONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6509416900PhoneNum
Signature2026-01-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID R DAVISPreparerPersonNm
PTINP00028406PTIN
Phone4082885111PhoneNum
Preparation2026-01-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,549,853FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,150,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$206,973DividendsRevAndExpnssAmt
Dividends Net Invst Incm$206,973DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$512,001GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$512,001GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$227,649NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss-$360,097NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,196,176GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,508,877TotalRevAndExpnssAmt
Total Net Invst Incm$718,974TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,459AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,229AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$7,230AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$18,893OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,048OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$13,845OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$113,476TaxesRevAndExpnssAmt
Taxes Net Invst Incm$110,310TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$108,593DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$108,593DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss$2,524TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$2,524TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$242,523OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$241,130OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,393OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$500,468TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$472,310TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$24,992TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$469,373ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$469,373ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$969,841TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$472,310TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$494,365TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,539,036ExcessRevenueOverExpensesAmt
Net Investment Income$246,664NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$916,572SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$816,772SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$816,772SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$85,323RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$221,565RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$221,565RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$790,021OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$802,079OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$790,021OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$790,021OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses EOY$1,376PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,376PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$3,533,637CorporateStockBOYAmt
Corporate Stock EOY$6,159,438CorporateStockEOYAmt
Corporate Stock EOYFMV$6,262,588CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$6,376,364InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$753,205InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$5,731,751LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$5,623,159LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$5,623,159LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$843,683OtherInvestmentsBOYAmt
Other Investments EOY$834,372OtherInvestmentsEOYAmt
Other Investments EOYFMV$834,372OtherInvestmentsEOYFMVAmt
Total Assets BOY$11,913,045TotalAssetsBOYAmt
Total Assets EOY$14,446,703TotalAssetsEOYAmt
Total Assets EOYFMV$14,549,853TotalAssetsEOYFMVAmt
Grants Payable BOY$689,002GrantsPayableBOYAmt
Other Liabilities BOY$5,778OtherLiabilitiesBOYAmt
Other Liabilities EOY$400OtherLiabilitiesEOYAmt
Total Liabilities BOY$694,780TotalLiabilitiesBOYAmt
Total Liabilities EOY$400TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$11,218,265RetainedEarningBOYAmt
Retained Earning EOY$14,446,303RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,218,265TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,446,303TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,913,045TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,446,703TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,218,265TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,539,036ExcessRevenueOverExpensesAmt
Other Increases$689,002OtherIncreasesAmt
Subtotal$14,446,303SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,446,303TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UNITED STATES TREAS SER AR-2024 91282CCT6P2023-09-122024-08-15$1,400,000$1,336,958$63,042$63,042
UNITED STATES TREAS BILLS ZERO CPN 912797GZ4P2023-10-062024-04-04$486,620$486,620$0$0
UNITED STATES TREAS SER BA-2024 91282CEK3P2023-12-012024-04-30$1,500,000$1,482,795$17,205$17,205
UNITED STATES TREASNTS NOTEP2024-05-022025-02-18$2,436,035$2,436,035$0$0
UNITED STATES TREAS BILLS ZERO CPN 912797KA4P2024-09-042025-02-20$1,467,101$1,467,101$0$0
430 GREENWICH STREETP2024-03-062024-11-12$2,900,000$3,346,764-$446,764-$446,764
LEGACY VENTURE IXP$6,420$6,420$6,420
FieldValueIRS element (for citing)
Capital Gain Net Income-$360,097CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,429InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,429SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,429TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,960EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,960TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,531OverpaymentAmt
Applied To ES Tax$1,531AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS E HARRINGTONIndividualWithBooksNm
Phone6509416900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1105 FREMONT AVE SUITE AAddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS E HARRINGTON
105 FREMONT AVE SUITE ALOS ALTOSCA94022PRESIDENT0.00$0$0$0
SUSAN C HARRINGTON
105 FREMONT AVE SUITE ALOS ALTOSCA94022VICE PRESIDENT0.00$0$0$0
JONATHAN HARRINGTON
105 FREMONT AVE SUITE ALOS ALTOSCA94022CFO0.00$0$0$0
KATHERINE M HARRINGTON
105 FREMONT AVE SUITE ALOS ALTOSCA94022DIRECTOR0.00$0$0$0
ROBIN C QUILL
105 FREMONT AVE SUITE ALOS ALTOSCA94022DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,470,032AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,046,393AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$6,563,103FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,079,528TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,079,528AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$181,193CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,898,335NetVlNoncharitableAssetsAmt
Minimum Investment Return$594,917MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$594,917MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,429TaxBasedOnInvestmentIncomeAmt
Total Tax$3,429TotalTaxAmt
Distributable Before Adj$591,488DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$591,488DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$591,488DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$494,365ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$494,365QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$591,488DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,015,727ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$5,015,727TotalExcessDistributionCyovAmt
Qualifying Distributions$494,365QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$494,365AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$97,123ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$97,123ExcessDistributionCyovAppCYAmt
Total Corpus$4,918,604TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$4,918,604ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AUSTIN CREATIVE ALLIANCE
1110 GUADALUPE STAUSTINTX78701PCCONNECTING CREATIVES WITH RESOURCES, FISCAL SPONSORSHIP, GRANTS, AND SUSTAINABILITY TOOLS, AIMING TO GROW THE LOCAL CREATIVE ECONOMY$5,000
AUSTIN FILM SOCIETY
1901 E 51ST STAUSTINTX78723PCEMPOWER THE COMMUNITY TO MAKE, WATCH, AND LOVE FILM$15,000
BOYS AND GIRLS CLUB OF SAN DIEGUITO
5330 CARLSBAD VILLAGE DRIVECARLSBADCA92008PCTO PROVIDE YOUTH DEVELOPMENT PROGRAMS$5,000
BUDA VOLUNTEER FIRE DEPARTMENT
209 JACK C HAYS TRAILBUDATX78610PCPROVIDING ESSENTIAL PUBLIC SAFETY SERVICES TO THE BUDA AREA$5,000
CAL MATTERS
1017 L STREET 261SACRAMENTOCA95814PFTO INCREASE TRANSPARENCY & HOLD GOVERNMENT ACCOUNTABLE WHILE INFORMING & ENGAGING CITIZENS AROUND CALIFORNIA$10,000
DEL MAR COMMUNITY CONNECTIONS
225 9TH STREETDEL MARCA92014PCCOMMUNITY ASSISTANCE$20,000
DEL MAR VILLAGE ASSN
1442 CAMINO DEL MAR SUITE 217DEL MARCA92014PCENHANCING THE VITALITY OF THE VILLAGE OF DEL MAR$5,000
ELAKHA ALLIANCE
PO BOX 704SILETZOR97380PCENVIRONMENTAL PROTECTION AND CONSERVATION$10,000
GLOBAL FUND FOR CHILDREN
1101 FOURTEENTH ST NW SUITE 420WASHINGTONDC20005PCASSIST CHILDREN OF THE WORLD$10,000
HEALTH ALLIANCE FOR AUSTIN MUSICIANS
3036 S 1ST STREETAUSTINTX78704PCPROVIDE AFFORDABLE HEALTHCARE ACCESS$5,000
INDEPENDENT COUNCIL ON WOMEN'S SPORTS
10624 S EASTERN AVE SUITE A-1052HENDERSONNV89052PCEDUCATIONAL AND ADVOCACY PURPOSES TO PROTECT FAIRNESS, SAFETY, AND OPPORTUNITY IN WOMEN'S SPORTS$5,000
KQED EDUCATION
2601 MARIPOSA STREETSAN FRANCISCOCA94110PCPUBLIC RADIO$10,000
LUCIENTE
PO BOX 607ABIQUIUNM87510PCASSISTING UNDERSERVED COMMUNITIES AND PROVIDING FISCAL SPONSORSHIP TO OTHER ORGANIZATIONS WITH SIMILAR GOALS.$20,000
MAGDALENA ECKE FAMILY YMCA
200 SAXONY RDENCINITASCA92024PCSTRENGTHENING COMMUNITIES THROUGH YOUTH DEVELOPMENT, HEALTHY LIVING, AND SOCIAL RESPONSIBILITY$20,000
MONTEREY BAY AQUARIUM FOUNDATION
886 CANNERY ROWMONTEREYCA93940PCTO INSPIRE CONSERVATION OF THE OCEAN.$10,000
NATURAL RESOURCES DEFENSE COUNCIL
40 W 20TH STREETNEW YORKNY10011PCSUPPORT FOR CLEAN ENERGY POLICIES$10,000
OCEANA
1025 CONNECTICUT AVE NW SUITE 200WASHINGTONDC20036PCOCEAN CONSERVATION$20,000
ONE REEF
114 OAK KNOLL DRIVESANTA CRUZCA95060PCCORAL REEF CONSERVATION AND COMMUNITY EMPOWERMENT$10,000
PLANNED PARENTHOOD MAR MONTE
1796 THE ALAMEDASAN JOSECA95126PCHEALTH CARE SERVICES$50,000
PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST
3771 ARLINGTON AVERIVERSIDECA92506PCHEALTH CARE SERVICES$25,000
RADY CHILDREN'S HOSPITAL FOUNDATION
3020 CHILDRENS WAY MC 5005SAN DIEGOCA92123PCTO RESTORE, SUSTAIN AND ENHANCE THE HEALTH AND DEVELOPMENTAL POTENTIAL OF CHILDREN$40,000
REPRODUCTIVE FREEDOM FOR ALL
1725 EYE STREET NW SUITE 900WASHINGTONDC20006PCADVOCATING FOR COMPREHENSIVE REPRODUCTIVE RIGHTS$10,000
SOCIETY FOR SCIENCE AND THE PUBLIC
1719 N STREET NWWASHINGTONDC20036PCADVANCING SCIENCE THROUGH EDUCATION, LITERACY, AND RESEARCH SUPPORT$10,000
STREETLIFE-DUKE UNIVERSITY BIG IDEAS BENCH
225 ALLEN BUILDING POB 90032DURHAMNC27708PCEDUCATIONAL OUTREACH$9,498
TEXAS WOMEN IN BUSINESS - AUSTIN
1311 E CESAR CHAVEZ STAUSTINTX78716PCPROFESSIONAL DEVELOPMENT, NETWORKING, AND COMMUNITY SERVICE FOR WOMEN$5,000
THE WINSTON SCHOOL
215 9TH STREETDEL MARCA92014PCEDUCATES STUDENTS WITH DIVERSE LEARNING STYLES$5,000
UCSF FOUNDATION-CAROL FRANC BUCK
220 MONTGOMERY STREET 5TH FLOORSAN FRANCISCOCA94143PCBREAST CARE STUDIES$40,000
UNIVERSITY OF TEXAS FOUNDATION
9011 MOUNTAIN RIDGE DR SUITE 150AUSTINTX78759PCTO ADVANCE EDUCATION$5,000
WILDLIFE CONSERVATION NETWORK
25745 BASSETT LANELOS ALTOSCA94022PCELEPHANT CRISIS FUND$34,875
WOMEN'S EMERGENCY NETWORK
1234 S DIXIE HWY STE 312CORAL GABLESFL33146PCPROVIDES FINANCIAL ASSISTANCE$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$469,373TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$206,973ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$227,649ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$360,097ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$74,525ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$74,525TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTHOMAS SUSAN HARRINGTONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1105 FREMONT AVE SUITE AAddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94022ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,150,000TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property51.53% INTEREST IN REAL ESTATE LOCATED AT 430 GREENWICH STREET, SAN FRANCISCO, CA 94133NoncashPropertyDesc
Fair Market Value$3,150,000FairMarketValueAmt
Received2024-03-06ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$14,459Amt
Net Investment Income$7,229NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$7,230DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtComputation MethodComputationMethodTxtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtPrior Year DepreciationPriorYearDepreciationAmtLifeLifeRt
LAND-4010 MANZANITA2017-01-16$1,138,787L$0$0$0
BUILDING-4010 MANZANITA2017-01-16$2,114,890SL$54,228$54,228$0$386,38339.000000000000
LAND-1525 GRANT AVE2019-06-14$1,002,468L$0$0$0
BUILDING-1525 GRANT AVE2019-06-14$2,120,221SL$54,365$54,365$0$258,23339.000000000000

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$6,159,438EOYBookValueAmt
EOYFMV$6,262,588EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
LAND-4010 MANZANITA$1,138,787$0$1,138,787
BUILDING-4010 MANZANITA$2,114,890$440,611$1,674,279
LAND-1525 GRANT AVE$1,002,468$0$1,002,468
BUILDING-1525 GRANT AVE$2,120,221$312,598$1,807,623

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLEGACY FUNDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$834,372BookValueAmt
EOYFMV$834,372EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ATTORNEY GENERAL - CALIFORNIA$200$0$0$200
PASSTHROUGH PORTFLIO DEDUCTIONS - LEGACY VENTURE IX$28,616$28,616$0$0
PASSTHROUGH FOREIGN TAXES PD - LEGACY VENTURE IX$8$8$0$0
BANK FEES$67$34$0$33
UTILITIES$1,505$1,505$0$0
TELEPHONE$1,160$0$0$1,160
REPAIRS & MAINTENANCE$105,089$105,089$0$0
CLEANING$2,658$2,658$0$0
PAINTING$17,635$17,635$0$0
HOA DUES$6,191$6,191$0$0
INSURANCE$2,366$2,366$0
MANAGEMENT FEES$8,012$8,012$0
UTILITIES$3,112$3,112$0
REPAIRS$47,509$47,509$0
PROPERTY MANAGEMENT FEE$6,000$6,000$0
INSURANCE$12,395$12,395$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENT IN GRANTS PAYABLEDesc
Amt$689,002Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
FEDERAL TAXES$4,778$0
DEFERRED TAXES$1,000$400

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARPROP INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Loan Original$929,498LoanOriginalAmt
Balance Due$790,021BalanceDueAmt
Note2021-11NoteDt
Loan Maturity2026-11LoanMaturityDt
Interest3.000000000000InterestRt
Security Provided BorrowerRENTAL PROPERTY BANK ACCOUNTSecurityProvidedBorrowerTxt
Loan PurposeINVESTMENTLoanPurposeTxt
Lender ConsiderationCASHLenderConsiderationDesc
Consideration FMV$0ConsiderationFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER PROFESSIONAL FEES$13,845$0$0$13,845
PROFESSIONAL FEES$5,048$5,048$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL INCOME TAXES$3,166$0$0$0
PROPERTY TAX$18,993$18,993$0$0
PROPERTY TAXES$49,908$49,908$0
PROPERTY TAXES$41,409$41,409$0