CHESMAR FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHESMAR FOUNDATION (EIN 46-4136065)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-11
- IRS object ID
- 202110709349100021
- Schema version
- 2020v4.0
- 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 Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-11T16:39:00-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | ONE RIVERWAY SUITE 1200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 2021-03-10 | 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 | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY TORRES | PreparerPersonNm |
| PTIN | P01671565 | PTIN |
| Phone | 7137897077 | PhoneNum |
| Preparation | 2021-03-10 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,785,294 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,907 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,907 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $11,907 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,999 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $263,999 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,999 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,645 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,645 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,025,551 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,906 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,552 | 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 | $950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $273 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,235 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,287 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,287 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,522 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,287 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $934,029 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,894 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,552 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $649,957 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,740,306 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,740,306 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $200,449 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,680 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $44,988 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $850,406 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,783,986 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,785,294 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $850,406 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,783,986 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $850,406 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,783,986 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $850,406 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,783,986 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $850,406 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $934,029 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,784,435 | SubtotalAmt |
| Other Decreases | $449 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,783,986 | 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 | $263,999 | GrossSalesPriceAmt |
| Cost Or Other Basis | $252,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $11,999 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $11,999 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,999 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $11,999 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $332 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $332 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $332 | 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 | $332 | 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 (4 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 |
| 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 | $71,261 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $800,121 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $871,382 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $871,382 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,071 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $858,311 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,916 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,916 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $332 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $332 | TotalTaxAmt |
| Distributable Before Adj | $42,584 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,584 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,584 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,287 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $90,287 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $90,287 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,584 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,444 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $39,436 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $44,977 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,945 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,138 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $172,940 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,287 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,584 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $47,703 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $220,643 | 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 | $10,444 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $210,199 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $39,436 | ExcessFromYear4Amt |
| Excess From Year3 | $44,977 | ExcessFromYear3Amt |
| Excess From Year2 | $27,945 | ExcessFromYear2Amt |
| Excess From Year1 | $50,138 | ExcessFromYear1Amt |
| Excess From Current Year | $47,703 | 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 | SARAH MILLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 WILDWOOD FOREST DRIVE SUITE 801 | 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 (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABIGAYLE JAKUBIK | ||||||||
| 14530 REDWOOD BEND TRAIL | HOUSTON | TX | 77062 | NONE | I | SCHOLARSHIP | $3,000 | |
| ALEXIS B MILLER | ||||||||
| 18149 DOMINO RD | WALLER | TX | 77484 | NONE | I | SCHOLARSHIP | $3,000 | |
| ALEX'S LEMONADE STAND FOUNDATION | ||||||||
| 111 PRESIDENTIAL BLVDSUITE 203 | BALA CYNWYD | PA | 19004 | NONE | PC | CHARITABLE CONTRIBUTION | $350 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| AUSTIN EBARB | ||||||||
| 16343 LASTING LIGHT LN | HOUSTON | TX | 77095 | NONE | I | SCHOLARSHIP | $3,000 | |
| BETSY J GONZALEZ | ||||||||
| 8159 WOODED TERRACE LN | HUMBLE | TX | 77338 | NONE | I | SCHOLARSHIP | $4,074 | |
| CAMP FOR ALL | ||||||||
| 3701 KIRBY SUITE 570 | HOUSTON | TX | 77098 | NONE | PC | CHARITABLE CONTRIBUTION | $1,013 | |
| CULLINAN PARK CONSERVANCY | ||||||||
| 1 QUIET VISTA DRIVE | SUGAR LAND | TX | 77498 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| GOFUNDME ORG | ||||||||
| 855 JEFFERSON AVE PO BOX 1329 | REDWOOD CITY | CA | 94063 | NONE | PC | CHARITABLE CONTRIBUTION | $1,150 | |
| HOME BUILDERS INSTITUTE | ||||||||
| 1201 15TH ST NW 6TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| ISAIAH L CRUZ | ||||||||
| 1307 LION KING | SAN ANTONIO | TX | 78251 | NONE | I | SCHOLARSHIP | $681 | |
| JUSTIN EBARB | ||||||||
| 16343 LASTING LIGHT LN | HOUSTON | TX | 77095 | NONE | I | SCHOLARSHIP | $3,000 | |
| KAILEE MANN | ||||||||
| 2015 AUTUMN FERN DR | KATY | TX | 77450 | NONE | I | SCHOLARSHIP | $3,000 | |
| KALI B HELMS | ||||||||
| 20496 PIN OAK ROAD | NEW CANEY | TX | 77357 | NONE | I | SCHOLARSHIP | $1,420 | |
| MAKENZIE R RENFRO | ||||||||
| 9114 SILVER BACK TRIAL | CONROE | TX | 77303 | NONE | I | SCHOLARSHIP | $3,000 | |
| MALLORY RAO | ||||||||
| 210 E SONTERRA BLVD APT 1011 | SAN ANTONIO | TX | 78258 | NONE | I | SCHOLARSHIP | $3,000 | |
| MORGAN MIZE | ||||||||
| 272 CR 390 | CLEVELAND | TX | 77328 | NONE | I | SCHOLARSHIP | $1,089 | |
| SAN JOSE CLINIC (MIDTOWN) | ||||||||
| 2615 FANNIN ST | HOUSTON | TX | 77002 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| SIERRA RAMIREZ | ||||||||
| 27018 HENSON FALLS DR | KATY | TX | 77494 | NONE | I | SCHOLARSHIP | $1,755 | |
| SPECIAL ANGELS OF THE WOODLANDS | ||||||||
| 200 PRUITT ROAD | SPRING | TX | 77380 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| OFFICE OF DONOR SERVICES 3 | RYE BROOK | NY | 10573 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 | INTERNATIONAL DRIVE |
| VANESSA CANTU | ||||||||
| 16407 ROYAL MILE LN | HOUSTON | TX | 77084 | NONE | I | SCHOLARSHIP | $566 | |
| THE WORLD RACE | ||||||||
| 6000 WELLSPRING TRAIL | GAINESVILLE | GA | 30506 | NONE | PC | CHARITABLE CONTRIBUTION | $100 | |
| ALEX EDWARD VALDEZ | ||||||||
| 2221 W DALLAS ST APT 436 | HOUSTON | TX | 77019 | NONE | I | SCHOLARSHIP | $1,315 | |
| AUSTIN RAO | ||||||||
| 1916 CRONUS BEND | SAN ANTONIO | TX | 78245 | NONE | I | SCHOLARSHIP | $1,645 | |
| BENNETT TILLER | ||||||||
| 1907 FAR NIENTE | SAN ANTONIO | TX | 78258 | NONE | I | SCHOLARSHIP | $2,019 | |
| COLLIN J SELF | ||||||||
| 2605 GEORGE STREET | PEARLAND | TX | 77581 | NONE | I | SCHOLARSHIP | $1,485 | |
| HANNAH DEVINE | ||||||||
| 19713 DUNSTAN BEACON LN | PFLUGERVILLE | TX | 78660 | NONE | I | SCHOLARSHIP | $3,000 | |
| JACLYN SMITH | ||||||||
| 14572 BRIDGEPOINT CT | WILLIS | TX | 77318 | NONE | I | SCHOLARSHIP | $3,000 | |
| JOSE HERNANDEZ | ||||||||
| 3719 LENTEN ROSE | SAN ANTONIO | TX | 78259 | NONE | I | SCHOLARSHIP | $3,000 | |
| KHIABETT FLORE | ||||||||
| 20910 MARCIN DR | SPRING | TX | 77388 | NONE | I | SCHOLARSHIP | $3,000 | |
| LAUREN MASON | ||||||||
| 4018 N WESTRIDGE ST | OKLAHOMA CITY | OK | 73122 | NONE | I | SCHOLARSHIP | $3,000 | |
| MICHAELA BLACKMON | ||||||||
| 3113 26 ST | LUBBOCK | TX | 79410 | NONE | I | SCHOLARSHIP | $3,000 | |
| NOLAN JAKUBIK | ||||||||
| 14530 REDWOOD BEND TRAIL | HOUSTON | TX | 77062 | NONE | I | SCHOLARSHIP | $3,000 | |
| PORTIA GARCIA | ||||||||
| 18149 DOMINO RD | WALLER | TX | 77484 | NONE | I | SCHOLARSHIP | $2,125 | |
| RAUL ATHAN LEJARZA | ||||||||
| 12724 LAKESIDE TERRACE DR | HOUSTON | TX | 77044 | NONE | I | SCHOLARSHIP | $3,000 | |
| SHELBY BURRER | ||||||||
| 2023 GLENDON DRIVE | SAN ANTONIO | TX | 78260 | NONE | I | SCHOLARSHIP | $3,000 | |
| SHELBY L MASON | ||||||||
| 12207 ARKANSAS POST LANE | HUMBLE | TX | 77346 | NONE | I | SCHOLARSHIP | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,287 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,907 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,999 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION REIMBURSEMENT | Desc |
| Related Or Exempt Function Incm | $1,645 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,906 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,645 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,551 | 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 PEROD | 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 | $1,000,000 | 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 | $950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BTI STOCK | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $43,680 | BookValueAmt |
| EOYFMV | $44,988 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK-TAX DIFFERENCE | Desc |
| Amt | $449 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION REIMBURSEMENT | Desc |
| Revenue And Expenses Per Books | $1,645 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,645 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $12 | Amt |
| Net Investment Income | $12 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $273 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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