CHESMAR FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHESMAR FOUNDATION (EIN 46-4136065)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-08
- IRS object ID
- 202440689349100219
- Schema version
- 2023v4.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-08T16:08:09-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364745545 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOEREN MAYHEW | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 NORTH LOOP WEST SUITE 600 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464136065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHESMAR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHES | BusinessNameControlTxt |
| Phone | 8322530110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 WILDWOOD FOREST DRIVE SUITE 80 | AddressLine1Txt |
| City | THE WOODLANDS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DON KLEIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8322530110 | PhoneNum |
| Signature | 2024-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DON | PersonFirstNm |
| Person Last | KLEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | UGO ONWUDIEGWU | PreparerPersonNm |
| PTIN | P00925628 | PTIN |
| Phone | 7137897077 | PhoneNum |
| Preparation | 2024-03-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,241,699 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,502,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $730,420 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $730,420 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,136 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $600,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,136 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,240,556 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $738,556 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $432 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $432 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,432 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,432 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,883,146 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,883,146 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,885,578 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,884,578 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,354,978 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $737,556 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $606,732 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,630,329 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,630,329 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $22,593,014 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $19,503,200 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $19,866,400 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $186,181 | CorporateStockBOYAmt |
| Corporate Stock EOY | $640,082 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $744,970 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $23,385,927 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,773,611 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,241,699 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $23,385,927 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $28,773,611 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,385,927 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,773,611 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,385,927 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,773,611 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,385,927 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,354,978 | ExcessRevenueOverExpensesAmt |
| Other Increases | $32,706 | OtherIncreasesAmt |
| Subtotal | $28,773,611 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,773,611 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $600,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $591,864 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,136 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,136 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,136 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,252 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,252 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,252 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $10,252 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DON KLEIN | IndividualWithBooksNm |
| Phone | 8322530110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WATERTREE CT | AddressLine1Txt |
| City | THE WOODLANDS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONALD P KLEIN | ||||||||
| 1 WATERTREE CT | THE WOODLANDS | TX | 77380 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JANET L KLEIN | ||||||||
| 1 WATERTREE COURT | THE WOODLANDS | TX | 77380 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DONALD P KLEIN | ||||||||
| 1 WATERTREE COURT | THE WOODLANDS | TX | 77380 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEANNE TOTH | ||||||||
| 14 CLASSIC OAKS PLACE | THE WOODLANDS | TX | 77382 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SETH TOBEY | ||||||||
| 2518 PINE BEND DRIVE | KINGWOOD | TX | 77339 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JANA BLACKBURN | ||||||||
| 6319 PICKENS STREET | HOUSTON | TX | 77007 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LAURIE TARVER | ||||||||
| 2404 EAGLE NARROWS COURT | FT WORTH | TX | 76179 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,641,672 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,052,798 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,694,470 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,694,470 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $355,417 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,339,053 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,166,953 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,166,953 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,252 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,252 | TotalTaxAmt |
| Distributable Before Adj | $1,156,701 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $32,706 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,189,407 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,189,407 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,884,578 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,884,578 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,189,407 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $27,945 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,138 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $47,703 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $73,561 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $107,590 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $306,937 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,884,578 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,189,407 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $695,171 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,002,108 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $27,945 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $974,163 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,138 | ExcessFromYear4Amt |
| Excess From Year3 | $47,703 | ExcessFromYear3Amt |
| Excess From Year2 | $73,561 | ExcessFromYear2Amt |
| Excess From Year1 | $107,590 | ExcessFromYear1Amt |
| Excess From Current Year | $695,171 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD P KLEIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KHIABETT FLORES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 WILDWOOD FOREST DRIVE SUITE 803 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2815981111 | RecipientPhoneNum |
| Form And Info And Materials | SCHOLARSHIP APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHESMAR HOMES, LLC'S EMPLOYEES AND SUBCONTRACTOR EMPLOYEES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 6055 SOUTH LOOP EAST | HOUSTON | TX | 77087 | NONE | PC | GENERAL SUPPORT | $100,000 |
| AUSTIN EBARB | |||||||
| 16343 LASTING LIGHT LN | HOUSTON | TX | 77095 | NONE | I | SCHOLARSHIP | $5,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 2225 N LOOP WEST HOUSTON | HOUSTON | TX | 77008 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BREAKTHROUGH HOUSTON | |||||||
| 2401 CLAREMONT LANE | HOUSTON | TX | 77019 | NONE | PC | GENERAL SUPPORT | $100,000 |
| BRYCE BENNETT | |||||||
| 23651 LITCHFIELD BEND LANE | KATY | TX | 77494 | NONE | I | SCHOLARSHIP | $2,312 |
| CAITILIN EBARB | |||||||
| 16343 LASTING LIGHT LN | HOUSTON | TX | 77095 | NONE | I | SCHOLARSHIP | $5,000 |
| CASA CHILD ADVOCATES OF MONTGOMERY COUNTY | |||||||
| 505 N MAIN ST | CONROE | TX | 77301 | NONE | PC | GENERAL SUPPORT | $35,000 |
| CHILDRENS MIRACLE NETWORK | |||||||
| 2101 SPEEDWAY D7500 | AUSTIN | TX | 78712 | NONE | PC | GENERAL SUPPORT | $500 |
| CONSTRUCTION CAREERS ACADEMY | |||||||
| 9411 MILITARY DRIVE WEST | SAN ANTONIO | TX | 78251 | NONE | PC | GENERAL SUPPORT | $60,500 |
| CONSTRUCTION INDUSTRY EDUCATION FOUNDATION | |||||||
| 2001 ROSS AVENUE SUITE 700-182 | DALLAS | TX | 75201 | NONE | PC | SPONSORSHIP | $2,500 |
| CONSTRUCTION INDUSTRY EDUCATION FOUNDATION | |||||||
| 2001 ROSS AVENUE SUITE 700-182 | DALLAS | TX | 75201 | NONE | PC | SPONSORSHIP | $30,000 |
| DONORSCHOOSE | |||||||
| 134 W 37TH STREET 11TH FL | NEW YORK | NY | 10018 | NONE | PC | CLASSROOM SUPPLIES | $11,725 |
| EMMA HALSTEAD | |||||||
| 8943 SAXON FOREST | HELOTES | TX | 78023 | NONE | I | SCHOLARSHIP | $5,000 |
| FARIAS EARLY CHILDHOOD EDUCATION | |||||||
| 515 RITTENHOUSE ST | HOUSTON | TX | 77076 | NONE | GOV | CLASSROOM SUPPLIES | $494 |
| GARDEN OAKS MONTESSORI | |||||||
| 901 SUE BARNETT DR | HOUSTON | TX | 77018 | NONE | GOV | CLASSROOM SUPPLIES | $1,479 |
| GHBA CHARITABLE FOUNDATION | |||||||
| 9511 W SAM HOUSTON PARKWAY N | HOUSTON | TX | 77064 | NONE | I | SCHOLARSHIP | $8,000 |
| HABITAT FOR HUMANITY MONTGOMER CO AND SAN ANTONIO | |||||||
| 311 PROBANDT | SAN ANTONIO | TX | 78201 | NONE | PC | FULL HOUSE SPONSORSHIP FOR FALL 2023 | $100,000 |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | NONE | PC | MAUI FIRE VICTIMS RELIEF FUND | $50,000 |
| HER BEST FOOT FORWARD | |||||||
| 7701 GREENLAWN ROAD | LOUISVILLE | KY | 40242 | NONE | PC | GENERAL SUPPORT | $2,750 |
| HOMEAID HOUSTON | |||||||
| 9511 W SAM HOUSTON PARKWAY N | HOUSTON | TX | 77064 | NONE | PC | GENERAL SUPPORT | $200,000 |
| HUMBLE ISD EDUCATION FOUNDATION | |||||||
| 20200 EASTWAY VILLAGE DR | HUMBLE | TX | 77338 | NONE | PC | GENERAL SUPPORT | $100,000 |
| ISABELLA FERRER | |||||||
| 14718 HILL PINE WAY | SAN ANTONIO | TX | 78254 | NONE | I | SCHOLARSHIP | $5,000 |
| IZELA HERNANDEZ | |||||||
| 1 UTSA CIRCLE | SAN ANTONIO | TX | 78249 | NONE | I | SCHOLARSHIP | $5,000 |
| JAMES COOK UNIVERSITY AMERIAN FOUNDATION | |||||||
| 641 LEXINGTON AVE 15TH FLR | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $275,000 |
| JENNA BENNETT | |||||||
| 23651 LITCHFIELD BEND LANE | KATY | TX | 77494 | NONE | I | SCHOLARSHIP | $5,000 |
| JENNA GARCIA | |||||||
| 2608 WEST OVER VIEW | SAN ANTONIO | TX | 78251 | NONE | I | SCHOLARSHIP | $3,493 |
| JUSTIN EBARB | |||||||
| 16343 LASTING LIGHT LN | HOUSTON | TX | 77095 | NONE | I | SCHOLARSHIP | $5,000 |
| KALI B HELMS | |||||||
| 20496 PIN OAK ROAD | NEW CANEY | TX | 77357 | NONE | I | SCHOLARSHIP | $3,925 |
| KAREN GUERRERO 27595 | |||||||
| 27595 W I-10 FRONTAGE RD | BOERNE | TX | 78006 | NONE | I | SCHOLARSHIP | $5,000 |
| KAYLEE SHIKOSKI | |||||||
| 1155 LONE STAR DR | NEW BRAUNFELS | TX | 78130 | NONE | I | SCHOLARSHIP | $5,000 |
| KHIABETT FLORES | |||||||
| 20910 MARCIN DR | SPRING | TX | 77388 | NONE | I | SCHOLARSHIP | $14,994 |
| LAUREN COONROD | |||||||
| 14018 WHITE CLOUD LN | CONROE | TX | 77384 | NONE | I | SCHOLARSHIP | $5,000 |
| LITERACY NOW HOUSTON | |||||||
| 14781 MEMORIAL DR 25 | HOUSTON | TX | 77079 | NONE | PC | GENERAL SUPPORT | $104,145 |
| LONE STAR COLLEGE FOUNDATION | |||||||
| 500 RESEARCH FOREST DRIVE | THE WOODLANDS | TX | 77381 | NONE | PC | NURSING SCHOLARSHIPS | $208,011 |
| LORENA RIVERA | |||||||
| 19042 REMINGTON PARK DR | HOUSTON | TX | 77073 | NONE | I | SCHOLARSHIP | $18,080 |
| MALLORY RAO | |||||||
| 14555 BLANCO RD APT 201 | SAN ANTONIO | TX | 78216 | NONE | I | SCHOLARSHIP | $4,350 |
| MAX MATHESON | |||||||
| 14315 ARLINGTON PL | CYPRESS | TX | 77429 | NONE | I | SCHOLARSHIP | $4,943 |
| MAYA NARUSCH | |||||||
| 5033 ABBEY LN | SHELBY TOWNSHIP | MI | 48316 | NONE | I | SCHOLARSHIP | $5,000 |
| MEMORIAL ELEMENTARY PTO | |||||||
| 6401 ARNOT ST | HOUSTON | TX | 77007 | NONE | PC | CLASSROOM SUPPLIES | $1,000 |
| MESQUITE ISD | |||||||
| 3819 TOWNE CROSSING BLVD | MESQUITE | TX | 75150 | NONE | PC | TRAILER FOR VANGUARD HIGH SCHOOL | $9,290 |
| MICHAELA BLACKMON | |||||||
| 3113 26 ST | LUBBOCK | TX | 79410 | NONE | I | SCHOLARSHIP | $5,000 |
| MOREAU CATHOLIC HIGH SCHOOL | |||||||
| 27170 MISSION BLVD | HAYWARD | CA | 94544 | NONE | PC | SCHOLARSHIP | $1,000 |
| NEWMAN MINISTRY | |||||||
| 203 OTERY STREET | BLACKSBURY | VA | 24060 | NONE | PC | NEWMAN OUTREACH PROGRAM | $2,500 |
| NOLAN JAKUBIK | |||||||
| 14530 REDWOOD BEND TRAIL | HOUSTON | TX | 77062 | NONE | I | SCHOLARSHIP | $5,000 |
| OPERATION FINALLY HOME | |||||||
| 1659 STATE HIGHWAY 46 WEST 115-606 | NEW BRAUNFELS | TX | 78132 | NONE | PC | GENERAL SUPPORT | $100,000 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVE SUITE 200 | MANHATTAN BEACH | CA | 90266 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PREGNANCY HELP CENTER | |||||||
| 1450 E SUMMITRY CIRCLE | KATY | TX | 77449 | NONE | PC | GENERAL SUPPORT | $10,000 |
| RAMSEY EDUCATION | |||||||
| 1011 REAMS FLEMING BLVD | FRANKLIN | TN | 37064 | NONE | PC | GENERAL SUPPORT | $7,500 |
| RAUL ATHAN LEJARZA | |||||||
| 12724 LAKESIDE TERRACE DR | HOUSTON | TX | 77044 | NONE | I | SCHOLARSHIP | $5,000 |
| RYAN WILLETT | |||||||
| 9523 EMPRESS CROSSING DR | SPRING | TX | 77379 | NONE | I | SCHOLARSHIP | $5,000 |
| SARAH MASSENGILL | |||||||
| 6428 POAGE VALLEY ROAD | ROANOKE | VA | 24018 | NONE | I | SCHOLARSHIP | $5,000 |
| SCARBOROUGH ELEMENTARY SCHOOL | |||||||
| 3030 TRENTON RD | HOUSTON | TX | 77093 | NONE | GOV | CLASSROOM SUPPLIES | $468 |
| SPECIAL ANGLES OF THE WOODLANDS | |||||||
| PO BOX 131046 | SPRING | TX | 77393 | NONE | PC | SPONSORSHIP FOR THE 20TH ANNIVERSARY | $2,500 |
| ST THOMAS HIGH SCHOOL | |||||||
| 4500 MEMORIAL DRIVE | HOUSTON | TX | 77007 | NONE | PC | GENERAL SUPPORT | $1,500 |
| TAYLOR WILLETT | |||||||
| 208 WILD PECAN LOOP | BUDA | TX | 78610 | NONE | I | SCHOLARSHIP | $1,786 |
| THE LANDING | |||||||
| 12205 FRY ROAD | CYPRESS | TX | 77433 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | GENERAL SUPPORT | $10,000 |
| THE WOODLANDS FAMILY YMCA | |||||||
| 4747 RESEARCH FOREST DR SUITE 180 | THE WOODLANDS | TX | 77381 | NONE | PC | GENERAL SUPPORT | $60,300 |
| TYLER BECKMAN | |||||||
| 3622 QUARTER HORSE TRAIL | MANVEL | TX | 77578 | NONE | I | SCHOLARSHIP | $5,000 |
| US DEPARTMENT OF EDUCATION | |||||||
| PO BOX 2837 | PORTLAND | OR | 97208 | NONE | GOV | STUDENT LOAN FORGIVENESS | $60,000 |
| US DEPARTMENT OF EDUCATION | |||||||
| PO BOX 4450 | PORTLAND | OR | 97208 | NONE | GOV | STUDENT LOAN FORGIVENESS | $10,000 |
| US DEPARTMENT OF EDUCATION | |||||||
| PO BOX 790233 | ST LOUIS | MO | 63179 | NONE | GOV | STUDENT LOAN FORGIVENESS | $40,000 |
| US DEPARTMENT OF EDUCATION | |||||||
| PO BOX 790321 | ST LOUIS | MO | 63179 | NONE | GOV | STUDENT LOAN FORGIVENESS | $10,000 |
| US DEPARTMENT OF EDUCATION | |||||||
| PO BOX 790322 | ST LOUIS | MO | 63179 | NONE | GOV | STUDENT LOAN FORGIVENESS | $3,101 |
| US DEPARTMENT OF EDUCATION | |||||||
| PO BOX 82561 | LINCOLN | NE | 68501 | NONE | GOV | STUDENT LOAN FORGIVENESS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,883,146 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $730,420 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,136 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $738,556 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $738,556 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DONALD P KLEIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WATERTREE CT | AddressLine1Txt |
| City | THE WOODLANDS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC STOCK | $140,082 | $151,020 |
| VERIZON COMMUNICATIONS INC STOCK | $100,000 | $75,400 |
| PRUDENTIAL INSURANCE | $400,000 | $518,550 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $19,503,200 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $19,866,400 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $432 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $432 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED PRIOR YEAR DONATIONS | Desc |
| Amt | $32,706 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD P KLEIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WATERTREE CT | AddressLine1Txt |
| City | THE WOODLANDS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
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