CHESMAR FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CHESMAR FOUNDATION (EIN 46-4136065)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-17
- IRS object ID
- 202311379349100321
- Schema version
- 2022v5.0
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-17T10:38:56-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-16 | 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 | 2023-05-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $23,398,463 | 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 | $20,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $61,936 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,936 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $61,936 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,718 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $516,337 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,518 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $7,518 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $20,058,736 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,936 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $69,454 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,523 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $91 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,614 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $320,859 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $320,859 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $322,473 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $320,859 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,736,263 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,936 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $69,454 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,415,506 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $606,732 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $616,343 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $22,593,014 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $22,611,270 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $212,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $186,181 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $170,850 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,628,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,385,927 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,398,463 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,628,006 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $23,385,927 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,628,006 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,385,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,628,006 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,385,927 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,628,006 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,736,263 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,658 | OtherIncreasesAmt |
| Subtotal | $23,385,927 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,385,927 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES NUCOR CORP NOTE | $500,000 | $500,736 | -$736 | -$736 |
| PUBLICLY SECURITIES - WARNER BROS | $16,337 | $26,319 | -$9,982 | -$9,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,718 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$10,718 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $861 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $861 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $861 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $861 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $861 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 | 0.00 | $0 | $0 | $0 |
| MELISSA KLEIN | ||||||||
| 14018 WHITE CLOUD LANE | CONROE | TX | 77384 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DONALD P KLEIN | ||||||||
| 1 WATERTREE COURT | THE WOODLANDS | TX | 77380 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JEANNE TOTH | ||||||||
| 14 CLASSIC OAKS PLACE | THE WOODLANDS | TX | 77382 | DIRECTOR | 0.00 | $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 |
| 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 | $2,537,344 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,810,470 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,347,814 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,347,814 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,217 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,282,597 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $214,130 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $214,130 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $861 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $861 | TotalTaxAmt |
| Distributable Before Adj | $213,269 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $213,269 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $213,269 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $320,859 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $320,859 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $213,269 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $44,977 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,945 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,138 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,703 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $73,561 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $244,324 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $320,859 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $213,269 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $107,590 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $351,914 | 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 | $44,977 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $306,937 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,945 | ExcessFromYear4Amt |
| Excess From Year3 | $50,138 | ExcessFromYear3Amt |
| Excess From Year2 | $47,703 | ExcessFromYear2Amt |
| Excess From Year1 | $73,561 | ExcessFromYear1Amt |
| Excess From Current Year | $107,590 | 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 (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABIGAYLE JAKUBIK | |||||||
| 14530 REDWOOD BEND TRAIL | HOUSTON | TX | 77062 | NONE | I | SCHOLARSHIP | $5,000 |
| ADAM ELEMENTARY PTO | |||||||
| 11303 HONEY GROVE LN | HOUSTON | TX | 77065 | NONE | PC | CHARITABLE CONTRIBUTION | $250 |
| AMERICAN RED CROSS TO HURRICANE IAN | |||||||
| 2218 PERSHING DRIVE | AUSTIN | TX | 78723 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 |
| AUSTIN EBARB | |||||||
| 16343 LASTING LIGHT LN | HOUSTON | TX | 77095 | NONE | I | SCHOLARSHIP | $5,000 |
| AUSTIN RAO | |||||||
| 1916 CRONUS BEND | SAN ANTONIO | TX | 78245 | NONE | I | SCHOLARSHIP | $661 |
| BETSY J GONZALEZ | |||||||
| 8159 WOODED TERRACE LN | HUMBLE | TX | 77338 | NONE | I | SCHOLARSHIP | $41 |
| BOY SCOUTS OF AMERICA | |||||||
| 2225 N LOOP WEST HOUSTON | HOUSTON | TX | 77008 | NONE | PC | CHARITABLE CONTRIBUTION | $10,000 |
| BRIANNNA JOHNSON | |||||||
| 4502 POLO GROUNDS CT | SPRING | TX | 77389 | NONE | I | SCHOLARSHIP | $5,000 |
| BWE BULLDOG FUN RUN BIRNHAM WOODS ELEMENTARY SCHOOL | |||||||
| 31150 BIRNHAM WOODS DR | SPRING | TX | 77386 | NONE | PC | CHARITABLE CONTRIBUTION | $828 |
| 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 | CHARITABLE CONTRIBUTION | $10,000 |
| CONQUERING CONGENITAL HEART DEFECTS FOUNDATION (CHD) | |||||||
| 37 KESSEL CT SUITE 205 | MADISON | WI | 57311 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 |
| EAST MONTGOMERY COUNTY SPORTS ASSOCIATION A NON PROFIT ORGANIZATION | |||||||
| PO BOX 1508 | NEW CANEY | TX | 77357 | NONE | PC | CHARITABLE CONTRIBUTION | $300 |
| ELLERY STRENGTH | |||||||
| 5814 VALKEITH DR | HOUSTON | TX | 77096 | NONE | I | SCHOLARSHIP | $5,000 |
| ERIK MORALES | |||||||
| 4816 JUSTIN ST | HOUSTON | TX | 77093 | NONE | I | SCHOLARSHIP | $3,720 |
| GHBA CHARITABLE FOUNDATION | |||||||
| 9511 W SAM HOUSTON PARKWAY N | HOUSTON | TX | 77064 | NONE | PC | CHARITABLE CONTRIBUTION | $10,511 |
| GOFUNDME ORG | |||||||
| 855 JEFFERSON AVE PO BOX 1329 | REDWOOD CITY | CA | 94063 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 |
| HEAT STROKE | |||||||
| 480 WILDWOOD FOREST DR STE 802 | SPRING | TX | 77380 | NONE | I | CHARITABLE CONTRIBUTION | $3,000 |
| HELPING A HERO | |||||||
| PO BOX 19310 | HOUSTON | TX | 77224 | NONE | PC | CHARITABLE CONTRIBUTION | $2,604 |
| INTERFAITH OF THE WOODLANDS | |||||||
| 4242 INTERFAITH WAY | THE WOODLANDS | TX | 77381 | NONE | PC | CHARITABLE FOUNDATION | $5,000 |
| IZELA HERNANDEZ | |||||||
| 1 UTSA CIRCLE | SAN ANTONIO | TX | 78249 | NONE | I | SCHOLARSHIP | $5,000 |
| JAKE ZWERNEMANN | |||||||
| 6435 DYLAN SPRINGS LN | KATY | TX | 77450 | NONE | I | SCHOLARSHIP | $5,000 |
| JENNA BENNETT | |||||||
| 23651 LITCHFIELD BEND LANE | KATY | TX | 77494 | NONE | I | SCHOLARSHIP | $5,000 |
| 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 | $5,000 |
| KHIABETT FLORES | |||||||
| 20910 MARCIN DR | SPRING | TX | 77388 | NONE | I | SCHOLARSHIP | $6,997 |
| LAUREN COONROD | |||||||
| 14018 WHITE CLOUD LN | CONROE | TX | 77384 | NONE | I | SCHOLARSHIP | $5,000 |
| LAUREN MASON | |||||||
| 4018 N WESTRIDGE ST | OKLAHOMA CITY | OK | 73122 | NONE | I | SCHOLARSHIP | $5,000 |
| LITERACY NOW HOUSTON | |||||||
| 14781 MEMORIAL DR 25 | HOUSTON | TX | 77079 | NONE | PC | CHARITABLE CONTRIBUTION | $65,052 |
| LORENA RIVERA | |||||||
| 19042 REMINGTON PARK DR | HOUSTON | TX | 77073 | NONE | I | SCHOLARSHIP | $14,595 |
| MALLORY RAO | |||||||
| 210 E SONTERRA BLVD APT 1011 | SAN ANTONIO | TX | 78258 | NONE | I | SCHOLARSHIP | $5,000 |
| MANUEL ROBERT OLIVARES | |||||||
| 1000 W COURT ST | SEQUIN | TX | 78155 | NONE | I | SCHOLARSHIP | $5,000 |
| MICHAELA BLACKMON | |||||||
| 3113 26 ST | LUBBOCK | TX | 79410 | NONE | I | SCHOLARSHIP | $5,000 |
| MS NATIONAL MULTIPLE SCIEROSIS | |||||||
| 733 THIRD AVE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE CONTRIBUTION | $2,000 |
| NOLAN JAKUBIK | |||||||
| 14530 REDWOOD BEND TRAIL | HOUSTON | TX | 77062 | NONE | I | SCHOLARSHIP | $5,000 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVE SUITE 200 | MANHATTAN BEACH | CA | 90266 | NONE | PC | CHARITABLE CONTRIBUTION | $5,150 |
| RAUL ATHAN LEJARZA | |||||||
| 12724 LAKESIDE TERRACE DR | HOUSTON | TX | 77044 | NONE | I | SCHOLARSHIP | $7,500 |
| RYAN WILLETT | |||||||
| 9523 EMPRESS CROSSING DR | SPRING | TX | 77379 | NONE | I | SCHOLARSHIP | $5,000 |
| SIERRA RAMIREZ | |||||||
| 27018 HENSON FALLS DR | KATY | TX | 77494 | NONE | I | SCHOLARSHIP | $5,000 |
| SLEEP IN HEAVENLY PEACE | |||||||
| 318 NORTH MAIN STREET | CONROE | TX | 77301 | NONE | PC | CHARITABLE CONTRIBUTION | $13,500 |
| SPECIAL ANGELS OF THE WOODLANDS | |||||||
| PO BOX 131046 | SPRING | TX | 77393 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 |
| ST THOMAS HIGH SCHOOL | |||||||
| 4500 MEMORIAL DR | HOUSTON | TX | 77007 | NONE | PC | SCHOLARSHIP | $3,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | CHARITABLE CONTRIBUTION | $31,150 |
| THE WOODLANDS FAMILY YMCA | |||||||
| 4747 RESEARCH FOREST DR SUITE 180 | THE WOODLANDS | TX | 77381 | NONE | PC | CHARITABLE CONTRIBUTION | $4,000 |
| UNITED WAY OF GREATER HOUSTON | |||||||
| 50 WAUGH DRIVE HOUSTON | HOUSTON | TX | 77007 | NONE | PC | CHARITABLE CONTRIBUTION | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $320,859 | 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 | $61,936 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,718 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHESMAR REIMBURSEMENT | Desc |
| Related Or Exempt Function Incm | $7,518 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,218 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,518 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,736 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | REFUND OF CASH DONATION FROM PRIOR PERIOD | RelationshipStatementTxt |
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 | $20,000,000 | 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 | $1,523 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $22,593,014 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $22,611,270 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AT&T INC STOCK | AT COST | $86,181 | $92,050 |
| VERIZON COMMUNICATIONS INC STOCK | AT COST | $100,000 | $78,800 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHESMAR REIMBURSEMENT | Desc |
| Revenue And Expenses Per Books | $7,518 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $7,518 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES | Desc |
| Amt | $21,658 | 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $91 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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