Caris Foundation in Irving, Texas (TX)

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Caris Foundation
Employer Identification Number (EIN)460510753
Name of OrganizationCaris Foundation
In Care of NameTandra Whisler
AddressSuite 2650, Irving, TX 75039
SubsectionCharitable Organization
Ruling Date10/2003
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2011
Assets$10,000,000 to $49,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$40,233,161
Amount of Income$26,960,597
Form 990 Revenue Amount$26,960,597
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2011: $26,960,597 (it was $713,426 in 2010)
This organization: 

 $26,960,597
Other organizations performing similar types of work: 

 $97,434

Assets in 2011: $40,233,161 (it was $17,712,697 in 2010)
Caris Foundation: 

 $40,233,161
Other organizations performing similar types of work: 

 $303,611

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$26,960,597$466,102$0
Contributions, gifts, grants, etc., received$26,494,495
Interest on savings and temporary cash investments$0
Dividends and interest from securities$224,627
Gross rents$0
Gross profit from sales of goods$0
Other income$36,806
Other$204,669
Total expenses and disbursements$2,656,179$180,661$0$2,440,143
Compensation of officers, directors, trustees, etc.$119,583
Total operating and administrative expenses$480,418$180,661$264,382
Contributions, gifts, grants paid$2,175,761
Excess of revenue over expenses and disbursements$24,304,418
Net investment income$285,441
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$40,233,161$40,233,161
Cash - non-interest-bearing$26,340,802
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$13,744,500
Other$147,859
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$40,233,161
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$204,669
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$2,854
Total credits and payments$8,042
2011 estimated tax payments and 2010 overpayment credited to 2011$4,292
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$3,750
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Overpayment$5,188
Amount to be credited to 2012 estimated tax$5,188
Statements Regarding Activities (for 2011)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
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 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$17,099,646
Net value of noncharitable-use assets$16,843,160
Minimum investment return$842,158
Distributable Amount (for 2011)
Distributable amount$839,304
Undistributed Income (for 2011)
Distributable amount for 2011$839,304
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Unrelated Trade or Business Income (for 2008)
IncomeExpensesNet
Total$-3,872$0$-3,872
Gross receipts or sales less returns and allowances$0$0$0
Cost of goods sold$0$0$0
Gross profit$0$0$0
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$0$0$0
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$-38,721$0$-3,872
Deductions Not Taken Elsewhere (for 2008)
Total deductions$0
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$0
Unrelated business taxable income$-3,872
Unrelated business taxable income before net operating loss deduction$-3,872
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$-3,872
Specific deduction$0
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Marine Toys For Tots Foundation18251 Quantico Gateway Drive, Triangle, VA 22172-1776VA2006-04$295,012,655
2Connecticut Health Foundation Inc100 Pearl Street, Hartford, CT 06103-4506CT2002-10$174,299,539
3Williamsburg Community Health Foundation Inc5308 Discovery Park Blvd, Williamsburg, VA 23188-2880VA1997-02$156,093,653
4Osteopathic Heritage Foundation1500 Lake Shore Dr Ste 230, Columbus, OH 43204-3800OH2004-03$141,668,418
5United Israel Appeal Of Canada IncToronto On M2r 3v3, Canadainternational2001-05$54,245,721
6United Methodist Retirement Homes Incorporated2600 Croasdaile Farm Pkwy No A-500, Durham, NC 27705-1331NC2011-08$46,081,175
7Barbara Bush Texas Fund For Family Literacy600 Travis, Houston, TX 77002-3009TX1997-11$2,642,751
8Amistad Cristiana Cristian Church8706 Delvine Ln, Austin, TX 78748TX2003-05$289,478
9Simmons Family Foundation5430 Lbj Fwy Ste 1700, Dallas, TX 75240-2620TX2001-11$117,186
10Hisd Gear Up Trust Fund4400 W 18th St, Houston, TX 77092-8501TX2005-06$9,391
11Houston Endowment Inc600 Travis St Ste 6400, Houston, TX 77002-3003TX1938-03$1,412,084,269
12Meadows Foundation Incorporated, The Northern Trust Company3003 Swiss Ave, Dallas, TX 75204-6049TX1951-03$353,777,028
13Laura And John Arnold Foundation2800 Post Oak Blvd Ste 225, Houston, TX 77056-6169TX2009-10$184,250,788
14The Michael And Susan Dell FoundationPO BOX 163867, Austin, TX 78716-3867TX2000-09$157,142,816
15Mulva Family Foundation11603 Versailles Lakes Ln, Houston, TX 77082-6843TX2005-09$92,927,701
16Charles T Bauer Foundation, Wolfman Darren Ttee11 Greenway Plaza Ste 2600, Houston, TX 77046-1100TX2005-01$61,953,880
17M D Anderson FoundationPO BOX 2558, Houston, TX 77252-2558TX2002-10$40,379,625
18The Looper Foundation11757 Katy Fwy Ste 1400, Houston, TX 77079-1725TX1991-04$38,498,747
19E3 Foundation7301 Rr620n Ste 155-181, Austin, TX 78726-4539TX2008-04$37,678,816
20Elisabeth K Harris Foundation71670800, Wells Fargo Bank TteePO BOX 41629, Austin, TX 78704-0028TX2006-11$34,427,451
21Endowment For Regional Sustainability Science24 Waterway Avenue, The Woodlands, TX 77380-3195TX2006-05$27,067,574
22Caris FoundationSuite 2650, Irving, TX 75039TX2003-10$26,960,597
23Arnold Family Foundation3050 Post Oak Blvd Ste 825, Houston, TX 77056-6570TX2006-07$25,361,849
24Guadalupe And Lilia Martinez Foundation361 Pine Valley Dr, Fairview, TX 75069-1915TX2001-10$24,297,160
25Feldman Family Foundation1431 Greenway Dr Ste 360, Irving, TX 75038-2442TX2005-02$18,447,323
26Eleanor Crook Foundation227 N Mitchell St, San Marcos, TX 78666-4217TX1999-08$18,151,912
27Jill And Charles Fischer FoundationPO BOX 83, Fort Worth, TX 76101-0083TX2009-03$18,064,384
28Frank And Cindy Liu Family Foundation5120 Woodway Dr Ste 6000, Houston, TX 77056-1791TX2006-10$15,530,000
29Louis And Peaches Owen Family FoundationPO BOX 132648, Tyler, TX 75713-2648TX2007-03$14,983,226
30Walter Christian Developmentfoundation1100 Louisiana St Ste 200, Houston, TX 77002-5215TX2007-04$13,841,719
Number of organizations performing similar types of work
Alaska25
Alabama192
Arkansas70
Arizona288
California2,416
Colorado378
Connecticut382
District of Columbia106
Delaware539
Florida1,396
Georgia456
Hawaii80
Iowa165
Idaho53
Illinois1,024
Indiana284
Kansas148
Kentucky156
Louisiana147
Massachusetts669
Maryland401
Maine82
Michigan596
Minnesota362
Missouri307
Mississippi62
Montana62
North Carolina519
North Dakota20
Nebraska159
New Hampshire72
New Jersey843
New Mexico87
Nevada190
New York2,482
Ohio691
Oklahoma217
Oregon198
Pennsylvania1,160
Rhode Island172
South Carolina161
South Dakota27
Tennessee240
Texas1,146
Utah259
Virginia453
Vermont52
Washington359
Wisconsin355
West Virginia66
Wyoming57
International34
Total20,865

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