Compliance Check Harrison Family Office
Scanning 12 entities
Entity Compliance Overview
12 entities across 4 custodians · FY 2026 · $251.8M consolidated
T
Harrison Dynasty Trust
Irrevocable Trust
Schwab$124.3M
Positions847
Compliant
L
RE Holdings LLC
Operating LLC
Goldman$67.8M
Positions23
Compliant
P
James Harrison
Personal / Individual
Fidelity$41.2M
Positions312
Compliant
F
Harrison Foundation
501(c)(3) Foundation
Pershing$48.2M
5% gap-$610K
5% Shortfall
F
Harrison FLP
Family Ltd Partnership
Schwab$15.4M
Positions64
Compliant
D
Harrison DAF
Donor-Advised Fund
Fidelity$4.9M
Grants YTD$180K
On Track
Foundation 5% Shortfall: $610K remaining
IRC 4942 requires $2.41M in qualifying distributions by Dec 31. 3 pending grants ($750K) can close the gap. 30% excise tax risk if unresolved.
Distribution Progress
$1.80M$2.41M
1 compliance issue found
Foundation 5% shortfall. Routing grants to trustees.
Compliance Check Grant Approval
Awaiting trustees
IRC 4942 · 5% of avg monthly FMV · Foundation bylaws: 3-trustee majority required
Pending Grant Applications
Organization Amount 501(c)(3) Status
City Youth STEM Initiative
Education / exempt purpose
$300,000
Verified
Pending
Regional Food Bank
Charitable / exempt purpose
$200,000
Verified
Pending
Harrison Scholarship Fund
IRC 4941 self-dealing screen triggered
$250,000
Review
Pending
Agent Analysis
"Harrison Scholarship Fund" name match triggers IRC 4941 self-dealing screen. Board member relationship found in entity records. STEM + Food Bank qualify as exempt purpose with clean history. Recommend: approve first two, route scholarship to legal.
Trustee Votes (3 required)
JH
James Harrison
Founding Trustee
Waiting
SM
Sarah Mitchell
Independent Trustee
Waiting
RK
Robert Kim
Independent Trustee
Waiting
5% Compliance
74.7%
of requirement met
$1.80M $2.41M req
Compliance Check Evidence Trail
IRS Audit-Ready
IRS Form 990-PF · Schedule A Pre-populated
Foundation Information
NameHarrison Family Fdn
EIN84-2XXXXXX
Fiscal Year EndDec 31, 2026
Minimum Distribution Computation
Line 1: Avg monthly FMV$48,200,000
Line 6: Min investment return (5%)$2,410,000
Line 8: Qualifying distributions$2,550,000
Line 10: Excess / (Undistributed)+$140,000
Excise Tax Liability
$0
Trustee Decisions
STEM ($300K)3/3 Approved
Food Bank ($200K)3/3 Approved
Scholarship ($250K)Legal Review
Audit Trail
  • 9:0012 entities scanned
  • 9:015% shortfall flagged
  • 9:013 grants identified
  • 9:02501(c)(3) verified
  • 9:02Self-dealing flag
  • 9:153/3 trustees voted
  • 9:16$500K distributed
  • 9:17990-PF generated