Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE JAMES B HARRISON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 376
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RICHMOND, TX77406
A Employer identification number

45-5573390
B Telephone number (see instructions)

(281) 221-6970
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$14,848,766J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,335,923
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 52,200 52,200  
5a Gross rents............ 524,288 524,288  
b Net rental income or (loss) 508,724
6a Net gain or (loss) from sale of assets not on line 10 161,944
b Gross sales price for all assets on line 6a 754,371
7 Capital gain net income (from Part IV, line 2)... 161,944
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,074,355 738,432  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 89,087 44,544   44,543
14 Other employee salaries and wages...... 216,454 0   216,454
15 Pension plans, employee benefits....... 82,230 0   82,230
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
6,760 3,380   3,380
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,000 7,500   7,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
6,875 3,438   3,437
17 Interest............... 1,548 774   774
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
72,523 18,972   49,764
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
190,646 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
200,521 37,062   163,013
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 881,644 115,670   571,095
25 Contributions, gifts, grants paid....... 1,000 1,000
26 Total expenses and disbursements. Add lines 24 and 25 882,644 115,670   572,095
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,191,711
b Net investment income (if negative, enter -0-) 622,762
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 28,561 36,348 36,348
2 Savings and temporary cash investments......... 133,261 544,456 544,456
3 Accounts receivable right arrow24,108
Less: allowance for doubtful accounts right arrow   25,717 24,108 24,108
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,043,457 Click to see attachment
List of Attached Documents:
// Content
1,491,759 		1,856,740
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow344,535
Less: accumulated depreciation (attach schedule) right arrow     Click to see attachment
List of Attached Documents:
// Content
344,535 		1,594,709
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow5,442,219
Less: accumulated depreciation (attach schedule) right arrow603,375 3,892,789 Click to see attachment
List of Attached Documents:
// Content
4,838,844 		10,792,405
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,123,785 7,280,050 14,848,766
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 97,002 61,556
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 97,002 61,556
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 6,026,783 7,218,494
29 Total net assets or fund balances (see instructions)..... 6,026,783 7,218,494
30 Total liabilities and net assets/fund balances (see instructions). 6,123,785 7,280,050
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,026,783
2
Enter amount from Part I, line 27a .....................
2
1,191,711
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,218,494
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,218,494
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 2013 CHEVY SILVERADO D 2023-08-28 2024-11-07
b 454.607 SHS FIDELITY BLUE CHIP GROWTH FBGRX P 2022-08-15 2024-06-20
c 10,368.066 SHS FIDELITY CONTRAFUND FCNTX P 2021-10-20 2024-05-20
d 4,943.154 SHS FIDELITY CONTRA FUND FCNTX P 2021-10-20 2024-06-20
e 1,000 SHS FIDELITY NEW MILLENNIUM FMILX P 2021-10-04 2024-03-27
3,602.954 SHS FIDELITY NEW MILLENNIUM FMILX P 2021-10-04 2024-05-20
876.117 SHS FIDELITY NEW MILLENNIUM FMILX P 2021-10-04 2024-06-20
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 10,800     10,800
b 100,000   64,459 35,541
c 200,000   195,344 4,656
d 100,000   93,134 6,866
e 54,630   43,710 10,920
200,000   157,485 42,515
50,000   38,295 11,705
38,941     38,941
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       10,800
b       35,541
c       4,656
d       6,866
e       10,920
      42,515
      11,705
      38,941
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 161,944
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 8,656
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 8,656
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,656
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,862
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,750
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,612
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,956
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow4,956 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowJBHFOUND.ORG
14
The books are in care ofright arrowF BARRETT DAVIS JR Telephone no.right arrow (281) 221-6970

Located atright arrow1314 OAK CREEK DRIVERICHMONDTX ZIP+4right arrow77469
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
F BARRETT DAVIS JR MANAGER
1.00 		89,087 9,300 0
1314 OAK CREEK DR
RICHMOND,TX77469
JACK H MOORE MANAGER
0.25 		0 0 0
2116 THOMPSON RD STE 116
RICHMOND,TX774695422
GARY W POCHYLA MANAGER
0.25 		0 0 0
PO BOX 522
RICHMOND,TX774060522
ANGUS MCORQUODALE MANAGER
0.25 		0 0 0
2019 HADDON
HOUSTON,TX77019
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
JOSE GONZALEZ FARM WORKER
40.00 		98,808 8,300 0
15224 QUAIL COVEY LANE
GUY,TX77444
HANNAH I MUEGGE ADMINISTRATION
40.00 		78,581 4,150 0
411 MACKHANK RD
BOLING,TX77420
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 TEXAS WILDLIFE ASSOCIATION STUDENT EXPEDITION - ALVIN ISDSTUDENTS FROM RODEO PALMS JUNIOR HIGH SCHOOL PARTICIPATED AND ENGAGED IN 9 STATIONS RANGING FROM LAND, WATER, AND WILDLIFE TOPICS ALIGNED WITH TEKS CURRICULUM. 242 STUDENTS, 41 ADULTS. 305,478
2 TRAIL LIFEHOSTED A LOCAL TRAIL LIFE GROUP ON A WEEKEND CAMPING TRIP WHERE YOUTH ENGAGED IN HIKING, FISHING, OUTDOOR COOKING, AND OTHER OUTDOOR RECREATIONAL ACTIVITIES. 93 VISITORS. 100,387
3 DUCKS UNLIMITED FFA/4H WILDLIFE FIELD DAYLOCAL 4H AND FFA CHAPTERS PARTICIPATED IN HANDS-ON PLANT AND WILDLIFE IDENTIFICATION, AND LEARNED ABOUT VARIOUS WILDLIFE TECHNIQUES UTILIZED AND GAME LAW AND REGULATIONS. 91 VISITORS. 98,228
4 NEEDVILLE ISD AQUATIC SCIENCE CLASS FIELD TRIPSTUDENTS PERFORMED A WATER SAMPLING LAB; TESTING WATER TEMPERATURES AND PH LEVELS. 59 STUDENTS, 4 TEACHERS. 68,003
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,049,763
b
Average of monthly cash balances.......................
1b
464,518
c
Fair market value of all other assets (see instructions)................
1c
9,857,575
d
Total (add lines 1a, b, and c).........................
1d
12,371,856
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
12,371,856
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
185,578
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,186,278
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
609,314
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
609,314
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,656
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,656
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
600,658
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
600,658
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
600,658
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
572,095
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
572,095
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 600,658
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 133,929
b From 2020...... 261,806
c From 2021...... 77,385
d From 2022...... 212,469
e From 2023......  
f Total of lines 3a through e ........ 685,589
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 572,095
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 572,095
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 28,563 28,563
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 657,026
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		105,366
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		551,660
10 Analysis of line 9:
a Excess from 2020.... 261,806
b Excess from 2021.... 77,385
c Excess from 2022.... 212,469
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

WHARTON MUSEUM

3615 N RICHMOND RD
WHARTON,TX77488 		NONE PUBLIC CHARITY OPERATIONS 1,000
Total .................................right arrow 3a 1,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 52,200  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 508,724  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 161,944  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 722,868 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
722,868
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE JAMES B HARRISON FOUNDATION
 
Employer identification number

45-5573390
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE JAMES B HARRISON FOUNDATION
  		Employer identification number
45-5573390
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
JAMES B HARRISON ESTATE
 
PO BOX 376
 
RICHMOND, TX77406

$ 70,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
JAMES B HARRISON ESTATE
 
PO BOX 376
 
RICHMOND, TX77406

$ 31,960


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
JAMES B HARRISON ESTATE
 
PO BOX 376
 
RICHMOND, TX77406

$ 30,866


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
JAMES B HARRISON ESTATE
 
PO BOX 376
 
RICHMOND, TX77406

$ 1,203,097


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE JAMES B HARRISON FOUNDATION
  		Employer identification number

45-5573390
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 420 W MILAM GODSEY LOT 3, WHARTON COUNTY TX $ 31,960 2024-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 442 W MILAM GODSEY LOT 5B 6, WHARTON COUNTY TX $ 30,866 2024-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 LAND 1233.54 AC,; AB 43 TRACK 4A, 5, WHARTON COUNTY TX $ 1,203,097 2024-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE JAMES B HARRISON FOUNDATION
  		Employer identification number

45-5573390
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE JAMES B HARRISON FOUNDATION
EIN:
45-5573390
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEE 15,000 7,500   7,500

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
THE JAMES B HARRISON FOUNDATION
EIN:
45-5573390
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
OLD BARN 2015 2018-04-12 257,133 147,614 SL 20.000000000000 12,857 0    
LAND IMPROVEMENTS TRACT 18 2018-04-12 19,400 5,335 SL 20.000000000000 970 0    
LAND IMPROVEMENTS 458.722 LONGPOINT 2018-04-12 7,087 1,947 SL 20.000000000000 354 0    
GATE AND CATTLEGUARDS LONGPOINT 2018-04-12 2,796 770 SL 20.000000000000 140 0    
WELL REPAIR LONGPOINT 2018-04-12 5,037 1,386 SL 20.000000000000 252 0    
CATTLEGUARDS AB-43, TR 4 2018-12-19 6,370 1,754 SL 20.000000000000 319 0    
LAND IMPROVEMENTS AB-43, TR 4 2018-12-19 87,770 24,139 SL 20.000000000000 4,389 0    
TABLE SAW 2018-04-12 1,447 1,447 SL 5.000000000000 0 0    
CABINETS 2018-04-12 1,612 1,612 SL 5.000000000000 0 0    
DUST COLLECTION SYSTEM 2018-04-12 4,024 4,024 SL 5.000000000000 0 0    
AIR COMPRESSOR 2018-04-12 2,295 2,295 SL 5.000000000000 0 0    
AIR COMPRESSOR 2018-04-12 2,674 2,674 SL 5.000000000000 0 0    
PRESSURE WASHER 2018-04-12 929 929 SL 5.000000000000 0 0    
BLASTING CABINETS 2018-04-12 3,761 3,761 SL 5.000000000000 0 0    
ICE MAKER 2018-04-12 881 881 SL 5.000000000000 0 0    
COMPUTER 2018-04-12 3,219 3,219 SL 5.000000000000 0 0    
CABINETS 2018-04-12 1,564 1,564 SL 5.000000000000 0 0    
DUST COLLECTION SYSTEM 2018-04-12 4,025 4,025 SL 5.000000000000 0 0    
REFRIGERATOR 2018-04-12 901 901 SL 5.000000000000 0 0    
BAND SAW 2018-04-12 2,462 2,462 SL 5.000000000000 0 0    
EDGE BANDER AND VACUUM PACKING SYSTEM 2018-04-12 3,628 3,628 SL 5.000000000000 0 0    
NEW LEVEE PROJECT BURR 2018-06-22 29,250 8,046 SL 20.000000000000 1,463 0    
CULVERTS FOR BURR 2018-07-03 3,840 1,056 SL 20.000000000000 192 0    
CULVERTS FOR BURR 2018-12-19 8,335 2,293 SL 20.000000000000 417 0    
2017 20G ROOT GRAPPLE - FRONTIER 2018-06-05 3,399 3,399 SL 5.000000000000 0 0    
PORTABLE RESTROOM TRAILERS 2018-07-19 32,655 8,981 SL 20.000000000000 1,633 0    
COMMERCIAL TENT 2019-09-17 3,740 3,366 SL 5.000000000000 374 0    
PHOTOGRAPHY EQUIPEMNT 2019-11-16 7,500 6,750 SL 5.000000000000 750 0    
CONCRETE FOR BARN DRIVEWAY 2019-09-10 6,415 1,444 SL 20.000000000000 321 0    
ELECTRICAL BARN AND WELL 2019-11-19 4,237 954 SL 20.000000000000 212 0    
LAND IMPROVEMENTS BURR GRAVEL AND LIMESTONE 2019-03-31 17,862 4,019 SL 20.000000000000 893 0    
LAND IMPROVEMENTS BURR DOZER WORK 2019-06-30 5,835 1,314 SL 20.000000000000 292 0    
LAND IMPROVEMENTS - BURR CONCRETE 2019-09-30 5,778 1,300 SL 20.000000000000 289 0    
LAND IMPROVEMENTS - ROAD WORK AT LONGPOINT 2020-10-08 11,915 1,862 SL 20.000000000000 596 0    
LAND IMPROVEMENTS - ROAD WORK AT LONGPOINT 2020-10-27 18,200 2,844 SL 20.000000000000 910 0    
LAND IMPROVEMENTS - ROAD WORK AT LONGPOINT 2020-11-13 19,267 3,009 SL 20.000000000000 963 0    
TOOL BOX 2020-01-06 5,309 4,115 SL 5.000000000000 1,062 0    
IRRIGATION, SPRINKLERS, VALVES FOR TREE FARM, POLLINATOR GARDEN 2020-06-17 2,980 2,161 SL 5.000000000000 596 0    
INSTALLATION OF IRON OUT SYSTEM 2020-09-22 2,636 1,779 SL 5.000000000000 527 0    
LUMBAR FOR WELL HOUSE 2020-10-21 3,260 2,038 SL 5.000000000000 652 0    
JD 4066R COMPACT UTILITY TRACTOR 2020-10-29 46,741 29,526 SL 5.000000000000 9,348 0    
FRONTIER RT1173 73" ROTARY TILLER 2020-10-29 3,480 2,175 SL 5.000000000000 696 0    
OVERHEAD DOOR, PLUMBING PARTS 2020-07-08 3,201 560 SL 20.000000000000 160 0    
WIRING IN NEW CABINET WITH METER CAN 2020-09-08 5,842 973 SL 20.000000000000 292 0    
JOHN DEERE 6130M CAB LOADER AND FORK 2021-01-13 123,179 52,351 SL 5.000000000000 24,636 0    
BARN LIGHTING, BEAM AND FAN 2021-08-12 10,777 1,303 SL 20.000000000000 539 0    
20FT SCHULTE MOWER ATTACHMENT 2021-11-02 19,580 9,790 SL 5.000000000000 3,916 0    
LONG POINT-SHOP LIGHT 2022-06-17 2,567 192 SL 20.000000000000 128 0    
BLINDS 2022-11-18 5,091 276 SL 20.000000000000 255 0    
LAND IMPROVEMENTS - BURR-PIPES/STRUCTURES 2022-08-12 11,176 838 SL 20.000000000000 559 0    
LAND IMPROVEMENTS - LONGPOINT-RELOCATE FACILITIES 2022-09-09 4,177 313 SL 20.000000000000 209 0    
LAND IMPROVEMENTS - BURR-CULVERT 2022-09-19 13,703 1,028 SL 20.000000000000 685 0    
LAND IMPROVEMENTS - BURR-DOZER WORK, SCRAPER WORK 2022-12-26 10,015 751 SL 20.000000000000 501 0    
LAND IMPROVEMENTS - BURR GATE CATTLEGUARD 2022-12-21 6,427 482 SL 20.000000000000 321 0    
FINISHING DISC AND HARROW 2022-02-18 18,029 5,409 SL 5.000000000000 3,606 0    
LAND IMPROVEMENTS - BURR DRAINAGE 2022-12-21 4,883 366 SL 20.000000000000 244 0    
EQUIPMENT 2023-08-28 36,478   NC 5.000000000000 0 0    
GENERATOR 2023-08-28 2,099   NC 7.000000000000 0 0    
TILT TRAILER 2023-08-28 5,261   NC 7.000000000000 0 0    
TANK 2023-08-28 1,451   NC 7.000000000000 0 0    
TANK 2023-08-28 1,611   NC 7.000000000000 0 0    
HONDA ATV 2023-08-28 9,600   NC 7.000000000000 0 0    
2013 CHEVROLET SILVERADO - BOOT 2023-08-28 29,083   NC 5.000000000000 0 0    
PORT-O-COLL EVAPORATIVE FAN 2023-08-28 4,494   NC 5.000000000000 0 0    
2014 WELL TRAILER 2023-08-28 11,786   NC 5.000000000000 0 0    
2013 FRONTIER LP 1270 W/HITCH 2023-08-28 2,358   NC 5.000000000000 0 0    
JOHN DEERE 997 DIESEL Z-TRAK 2023-08-28 17,974   NC 5.000000000000 0 0    
2014 BELL TEC H 350 2023-08-28 7,825   NC 5.000000000000 0 0    
HITCH 2023-08-28 586   NC 5.000000000000 0 0    
TRACTOR DISK 2023-08-28 23,746   NC 5.000000000000 0 0    
2013 CHEVROLET SILVERADO (LKE) 2023-08-28 23,500   NC 5.000000000000 0 0    
FFC PALLET FORKS 2023-08-28 400   NC 5.000000000000 0 0    
ODOM TRAILER 22' GOOSENECK 2023-08-28 3,200   NC 5.000000000000 0 0    
JOHN DEERE TWO AXLE PLATFORM TRAILER 2023-08-28 200   NC 5.000000000000 0 0    
6150M JOHN DEERE TRACTOR 2023-08-28 32,000   NC 5.000000000000 0 0    
6150M JOHN DEERE TRACTOR 2023-08-28 1,100   NC 5.000000000000 0 0    
6150M JOHN DEERE TRACTOR 2023-08-28 650   NC 5.000000000000 0 0    
6150M JOHN DEERE TRACTOR - BOOT 2023-08-28 82,712   NC 5.000000000000 0 0    
JOHN DEERE 6170M TRACTOR 2023-08-28 24,000   NC 5.000000000000 0 0    
JOHN DEERE 6170M TRACTOR 2023-08-28 1,400   NC 5.000000000000 0 0    
JOHN DEERE 6170M TRACTOR - BOOT 2023-08-28 90,748   NC 5.000000000000 0 0    
SCHULTE 2023-08-28 36,418   NC 5.000000000000 0 0    
ROTARY CUTTER XH1500 2023-08-28 25,800   NC 5.000000000000 0 0    
JD 121" MED DUTY ROW CROP TILLER RC2210 2023-08-28 17,813   NC 5.000000000000 0 0    
JD FARM LOADER H360 2023-08-28 11,157   NC 5.000000000000 0 0    
JD 77" ROOT GRAPPLE AV20G 2023-08-28 3,299   NC 5.000000000000 0 0    
JD FIXED PALLET FORK AP12G 2023-08-28 1,249   NC 5.000000000000 0 0    
JD LANDSCAPE RAKE LR2196 2023-08-28 1,200   NC 5.000000000000 0 0    
JD FIXED PALLET FORK AP12F 2023-08-28 1,049   NC 5.000000000000 0 0    
2014 FRONTIER BROADCAST SPREADER 2023-08-28 749   NC 5.000000000000 0 0    
2014 FRONTIER BROADCAST SPREADER - BOOT 2023-08-28 474   NC 5.000000000000 0 0    
FARM EQUIPMENT REPAIR 2023-08-28 2,580   NC 5.000000000000 0 0    
TRACTOR 2023-08-28 25,705   NC 5.000000000000 0 0    
2017 POLARIS RANGER ATV 2023-08-28 20,300   NC 5.000000000000 0 0    
BOOMS AND TANKS 2023-08-28 5,216   NC 5.000000000000 0 0    
JOHN DEERE SHREDDER 2023-08-28 3,122   NC 5.000000000000 0 0    
2003 LEXUS 2023-08-28 12,859   NC 5.000000000000 0 0    
LOADER 2023-08-28 8,300   NC 7.000000000000 0 0    
IRON WORKER SCOTCHMAN 6509 2023-08-28 7,845   NC 7.000000000000 0 0    
FORLIFT BASKET WITH ACCESORIES 2023-08-28 3,800   NC 7.000000000000 0 0    
NEW BARN LIPPENCOTT 2018-04-12 341,785 17,089 SL 20.000000000000 17,089 0    
BARN DOOR 2023-05-05 11,882 297 SL 20.000000000000 594 0    
CORRUGATED BARN ROOF 2023-07-17 27,106 678 SL 20.000000000000 1,355 0    
ELECTRICAL UPGRADE AT 7602 FM1994 2023-10-20 10,374 1,037 SL 5.000000000000 2,075 0    
LAND IMPROVEMENTS - WETLAND ENHANCEMENT 2023-01-25 19,800 495 SL 20.000000000000 990 0    
LAND IMPROVEMENTS - LEVEE & WETLAND CREATION AT BURR 2023-08-14 17,685 442 SL 20.000000000000 884 0    
WIDE BELT SANDER FW950 2023-01-04 5,000 500 SL 5.000000000000 1,000 0    
FELDER 950 WIDE BELT SANDER 2023-05-03 19,808 1,981 SL 5.000000000000 3,962 0    
2023 CAN-AM 4 SEATER 2023-06-13 27,862 2,786 SL 5.000000000000 5,572 0    
WYLIE SPRAYER SER #81635 TANK 2023-08-08 6,103 610 SL 5.000000000000 1,221 0    
BAND SAW 2023-12-13 6,005 600 SL 5.000000000000 1,201 0    
SHEAR CUTTERS 2023-12-13 2,598 260 SL 5.000000000000 520 0    
2023 CAN-AM 2 SEATER 2023-12-13 20,341 2,034 SL 5.000000000000 4,068 0    
AC UNIT LONGPOINT 2023-08-02 4,900 490 SL 5.000000000000 980 0    
2024 SILVERADO 3500 2024-10-28 70,635   SL 5.000000000000 43,087 0    
ROOF CANOPY 2024-12-02 24,632   SL 20.000000000000 154 0    
2024 CAN-AM 6ARB 2024-11-06 19,824   SL 5.000000000000 12,092 0    
LAND IMPROVEMENTS 2024-06-03 74,730   SL 20.000000000000 2,335 0    
HUGHES SKIRTED BED W/ FRONT UTILITY BOXES 2024-08-12 11,965   SL 5.000000000000 7,538 0    
EQUIPMENT 2024-10-10 4,197   SL 5.000000000000 2,560 0    
LASOR GLOOR RISING SCREEN 2024-03-27 5,748   SL 5.000000000000 3,851 0    
COFFEESHOP IMPROVEMENTS 2024-03-27 3,581   NC 0 % 0 0    
270.6 AC E LIPPINCOTT A-51 TR 1 2004-01-01 340,954   L   0 0    

TY 2024 InvestmentsCorpStockSchedule
Name:
THE JAMES B HARRISON FOUNDATION
EIN:
45-5573390
Name of Stock End of Year Book Value End of Year Fair Market Value
NFS # Z47-983354 1,491,759 1,856,740

TY 2024 InvestmentsLandSchedule2
Name:
THE JAMES B HARRISON FOUNDATION
EIN:
45-5573390
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
COFFEESHOP IMPROVEMENTS 3,581 0 3,581 3,581
270.6 AC E LIPPINCOTT A-51 TR 1 340,954 0 340,954 1,591,128

TY 2024 LandEtcSchedule2
Name:
THE JAMES B HARRISON FOUNDATION
EIN:
45-5573390
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OLD BARN 2015 257,133 160,471 96,662  
LAND IMPROVEMENTS TRACT 18 19,400 6,305 13,095  
LAND IMPROVEMENTS 458.722 LONGPOINT 7,087 2,301 4,786  
GATE AND CATTLEGUARDS LONGPOINT 2,796 910 1,886  
WELL REPAIR LONGPOINT 5,037 1,638 3,399  
CATTLEGUARDS AB-43, TR 4 6,370 2,073 4,297  
LAND IMPROVEMENTS AB-43, TR 4 87,770 28,528 59,242  
TABLE SAW 1,447 1,447 0  
CABINETS 1,612 1,612 0  
DUST COLLECTION SYSTEM 4,024 4,024 0  
AIR COMPRESSOR 2,295 2,295 0  
AIR COMPRESSOR 2,674 2,674 0  
PRESSURE WASHER 929 929 0  
BLASTING CABINETS 3,761 3,761 0  
ICE MAKER 881 881 0  
COMPUTER 3,219 3,219 0  
CABINETS 1,564 1,564 0  
DUST COLLECTION SYSTEM 4,025 4,025 0  
REFRIGERATOR 901 901 0  
BAND SAW 2,462 2,462 0  
EDGE BANDER AND VACUUM PACKING SYSTEM 3,628 3,628 0  
NEW LEVEE PROJECT BURR 29,250 9,509 19,741  
CULVERTS FOR BURR 3,840 1,248 2,592  
CULVERTS FOR BURR 8,335 2,710 5,625  
2017 20G ROOT GRAPPLE - FRONTIER 3,399 3,399 0  
PORTABLE RESTROOM TRAILERS 32,655 10,614 22,041  
COMMERCIAL TENT 3,740 3,740 0  
PHOTOGRAPHY EQUIPEMNT 7,500 7,500 0  
CONCRETE FOR BARN DRIVEWAY 6,415 1,765 4,650  
ELECTRICAL BARN AND WELL 4,237 1,166 3,071  
LAND IMPROVEMENTS BURR GRAVEL AND LIMESTONE 17,862 4,912 12,950  
LAND IMPROVEMENTS BURR DOZER WORK 5,835 1,606 4,229  
LAND IMPROVEMENTS - BURR CONCRETE 5,778 1,589 4,189  
LAND IMPROVEMENTS - ROAD WORK AT LONGPOINT 11,915 2,458 9,457  
LAND IMPROVEMENTS - ROAD WORK AT LONGPOINT 18,200 3,754 14,446  
LAND IMPROVEMENTS - ROAD WORK AT LONGPOINT 19,267 3,972 15,295  
TOOL BOX 5,309 5,177 132  
IRRIGATION, SPRINKLERS, VALVES FOR TREE FARM, POLLINATOR GARDEN 2,980 2,757 223  
INSTALLATION OF IRON OUT SYSTEM 2,636 2,306 330  
LUMBAR FOR WELL HOUSE 3,260 2,690 570  
JD 4066R COMPACT UTILITY TRACTOR 46,741 38,874 7,867  
FRONTIER RT1173 73" ROTARY TILLER 3,480 2,871 609  
OVERHEAD DOOR, PLUMBING PARTS 3,201 720 2,481  
WIRING IN NEW CABINET WITH METER CAN 5,842 1,265 4,577  
JOHN DEERE 6130M CAB LOADER AND FORK 123,179 76,987 46,192  
BARN LIGHTING, BEAM AND FAN 10,777 1,842 8,935  
20FT SCHULTE MOWER ATTACHMENT 19,580 13,706 5,874  
LONG POINT-SHOP LIGHT 2,567 320 2,247  
BLINDS 5,091 531 4,560  
LAND IMPROVEMENTS - BURR-PIPES/STRUCTURES 11,176 1,397 9,779  
LAND IMPROVEMENTS - LONGPOINT-RELOCATE FACILITIES 4,177 522 3,655  
LAND IMPROVEMENTS - BURR-CULVERT 13,703 1,713 11,990  
LAND IMPROVEMENTS - BURR-DOZER WORK, SCRAPER WORK 10,015 1,252 8,763  
LAND IMPROVEMENTS - BURR GATE CATTLEGUARD 6,427 803 5,624  
FINISHING DISC AND HARROW 18,029 9,015 9,014  
LAND IMPROVEMENTS - BURR DRAINAGE 4,883 610 4,273  
EQUIPMENT 36,478 0 36,478  
GENERATOR 2,099 0 2,099  
TILT TRAILER 5,261 0 5,261  
TANK 1,451 0 1,451  
TANK 1,611 0 1,611  
HONDA ATV 9,600 0 9,600  
2013 CHEVROLET SILVERADO - BOOT 29,083 0 29,083  
PORT-O-COLL EVAPORATIVE FAN 4,494 0 4,494  
2014 WELL TRAILER 11,786 0 11,786  
2013 FRONTIER LP 1270 W/HITCH 2,358 0 2,358  
JOHN DEERE 997 DIESEL Z-TRAK 17,974 0 17,974  
2014 BELL TEC H 350 7,825 0 7,825  
HITCH 586 0 586  
TRACTOR DISK 23,746 0 23,746  
FFC PALLET FORKS 400 0 400  
ODOM TRAILER 22' GOOSENECK 3,200 0 3,200  
JOHN DEERE TWO AXLE PLATFORM TRAILER 200 0 200  
6150M JOHN DEERE TRACTOR 32,000 0 32,000  
6150M JOHN DEERE TRACTOR 1,100 0 1,100  
6150M JOHN DEERE TRACTOR 650 0 650  
6150M JOHN DEERE TRACTOR - BOOT 82,712 0 82,712  
JOHN DEERE 6170M TRACTOR 24,000 0 24,000  
JOHN DEERE 6170M TRACTOR 1,400 0 1,400  
JOHN DEERE 6170M TRACTOR - BOOT 90,748 0 90,748  
SCHULTE 36,418 0 36,418  
ROTARY CUTTER XH1500 25,800 0 25,800  
JD 121" MED DUTY ROW CROP TILLER RC2210 17,813 0 17,813  
JD FARM LOADER H360 11,157 0 11,157  
JD 77" ROOT GRAPPLE AV20G 3,299 0 3,299  
JD FIXED PALLET FORK AP12G 1,249 0 1,249  
JD LANDSCAPE RAKE LR2196 1,200 0 1,200  
JD FIXED PALLET FORK AP12F 1,049 0 1,049  
2014 FRONTIER BROADCAST SPREADER 749 0 749  
2014 FRONTIER BROADCAST SPREADER - BOOT 474 0 474  
FARM EQUIPMENT REPAIR 2,580 0 2,580  
TRACTOR 25,705 0 25,705  
2017 POLARIS RANGER ATV 20,300 0 20,300  
BOOMS AND TANKS 5,216 0 5,216  
JOHN DEERE SHREDDER 3,122 0 3,122  
2003 LEXUS 12,859 0 12,859  
LOADER 8,300 0 8,300  
IRON WORKER SCOTCHMAN 6509 7,845 0 7,845  
FORLIFT BASKET WITH ACCESORIES 3,800 0 3,800  
NEW BARN LIPPENCOTT 341,785 34,178 307,607  
BARN DOOR 11,882 891 10,991  
CORRUGATED BARN ROOF 27,106 2,033 25,073  
ELECTRICAL UPGRADE AT 7602 FM1994 10,374 3,112 7,262  
LAND IMPROVEMENTS - WETLAND ENHANCEMENT 19,800 1,485 18,315  
LAND IMPROVEMENTS - LEVEE & WETLAND CREATION AT BURR 17,685 1,326 16,359  
WIDE BELT SANDER FW950 5,000 1,500 3,500  
FELDER 950 WIDE BELT SANDER 19,808 5,943 13,865  
2023 CAN-AM 4 SEATER 27,862 8,358 19,504  
WYLIE SPRAYER SER #81635 TANK 6,103 1,831 4,272  
BAND SAW 6,005 1,801 4,204  
SHEAR CUTTERS 2,598 780 1,818  
2023 CAN-AM 2 SEATER 20,341 6,102 14,239  
AC UNIT LONGPOINT 4,900 1,470 3,430  
2024 SILVERADO 3500 70,635 43,087 27,548  
ROOF CANOPY 24,632 154 24,478  
2024 CAN-AM 6ARB 19,824 12,092 7,732  
LAND IMPROVEMENTS 74,730 2,335 72,395  
HUGHES SKIRTED BED W/ FRONT UTILITY BOXES 11,965 7,538 4,427  
EQUIPMENT 4,197 2,560 1,637  
LASOR GLOOR RISING SCREEN 5,748 3,851 1,897  


TY 2024 LegalFeesSchedule
Name:
THE JAMES B HARRISON FOUNDATION
EIN:
45-5573390
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 6,760 3,380   3,380


TY 2024 OtherExpensesSchedule
Name:
THE JAMES B HARRISON FOUNDATION
EIN:
45-5573390
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WORKERS COMPENSATION 1,796 0   1,796
AUTOMOBILE EXPENSE 7,660 3,830   3,830
EQUIPMENT 500 250   250
OTHER FEES 791 395   396
OFFICE SUPPLIES 4,862 2,431   2,431
REPAIRS AND MAINTENANCE 50,078 0   50,078
CHARITABLE SUPPLIES 47,019 0   47,019
COMPUTER AND INTERNET EXPENSE 5,687 2,844   2,843
MEALS AND ENTERTAINMENT 1,047 410   637
UTILITIES 17,138 8,569   8,569
TELEPHONE 4,496 2,248   2,248
INSURANCE 28,388 2,839   25,549
TRAVEL EXPENSE 3,060 1,530   1,530
POSTAGE & DELIVERY 135 67   68
CONTRACT LABOR 2,720 0   2,720
FUEL 5,280 2,640   2,640
ADVERTISING AND PROMOTION 427 0   427
PENALTY 446 0   0
CONTINUING EDUCATION 975 0   975
BANK SERVICE CHARGES 238 119   119
FURNITURE AND FIXTURES 2,076 1,038   1,038
DIRECTOR FEES 3,000 1,500   1,500
MISC EXPENSE 1,247 624   623
TOOLS 11,455 5,728   5,727


TY 2024 OtherProfessionalFeesSchedule
Name:
THE JAMES B HARRISON FOUNDATION
EIN:
45-5573390
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEE 6,875 3,438   3,437


TY 2024 TaxesSchedule
Name:
THE JAMES B HARRISON FOUNDATION
EIN:
45-5573390
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAX EXPENSE 23,392 3,408   19,984
FEDERAL TAX EXPENSE 3,787 0   0
COUNTY TAX EXPENSE 78 0   78
PROPERTY TAX 29,702 0   29,702
PROPERTY TAXES 15,564 15,564   0