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CHARLES AND PATRICIA ROCKWOOD FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CHARLES AND PATRICIA ROCKWOOD FAMILY FOUNDATION (EIN 46-4085906)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-10
IRS object ID
202123199349106542
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-10T18:21:26-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN455202354PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KRUPPA NELSON & KOVNER PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18122 DATAPOINT DRIVE SUITE 250AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78229ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464085906EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHARLES & PATRICIA ROCKWOOD FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16004 POINT COMANCHEAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78257ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER ROCKWOODPersonNm
Person TitleCFOPersonTitleTxt
Phone2104419724PhoneNum
Signature2021-11-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPETERPersonFirstNm
Person LastROCKWOODPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK H NELSON CPAPreparerPersonNm
PTINP00366214PTIN
Phone2106945945PhoneNum
Preparation2021-11-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$94,828FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$540AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$540AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$540TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$540TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,540ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,540ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,080TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,080TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,080ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$51,987CashBOYAmt
Cash EOY$53,982CashEOYAmt
Cash EOYFMV$53,982CashEOYFMVAmt
Acct Rcvbl BOY$1,372AcctRcvblBOYAmt
Other Investments BOY$41,087OtherInvestmentsBOYAmt
Other Investments EOY$40,846OtherInvestmentsEOYAmt
Other Investments EOYFMV$40,846OtherInvestmentsEOYFMVAmt
Total Assets BOY$94,446TotalAssetsBOYAmt
Total Assets EOY$94,828TotalAssetsEOYAmt
Total Assets EOYFMV$94,828TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$94,446CapitalStockBOYAmt
Capital Stock EOY$94,828CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$94,446TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$94,828TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$94,446TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$94,828TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$94,446TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,080ExcessRevenueOverExpensesAmt
Other Increases$2,462OtherIncreasesAmt
Subtotal$94,828SubtotalAmt
Tot Net Ast Or Fund Balances EOY$94,828TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksPETER ROCKWOODIndividualWithBooksNm
Phone2104419724PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16004 POINT COMANCHEAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78257ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER ROCKWOOD
6004 POINT COMANCHESAN ANTONIOTX78257CFO8.00$0$0$0
CHARLES A ROCKWOOD JR
105 VIA FINITASAN ANTONIOTX78229CHAIRMAN OF BD0.00$0$0$0
VIRGINIA SAVAGE
9536 FAWN DRIVEBOERNETX78006PRESIDENT0.00$0$0$0
PAUL ROCKWOOD
26575 KARSCH ROADBOERNETX78006VP0.00$0$0$0
MARK ROCKWOOD
14114 SAGE TRAILSAN ANTONIOTX78231VP0.00$0$0$0
DAVID ROCKWOOD
2101 PLUMBROOK DRIVEAUSTINTX78746SECR1.00$0$0$0
STEPHEN ROCKWOOD
312 WELLINGTON DRAUSTINTX787374736VP0.00$0$0$0
ANDREW ROCKWOOD
13 ROYAL OAKSFREDERICKSBURGTX78624VP0.00$0$0$0
JEFFREY ROCKWOOD
5801 OTTENHOMEAUSTINTX78738TREAS0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$57,716AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$57,716TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$57,716AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$866CashDeemedCharitableAmt
Net Vl Noncharitable Assets$56,850NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,843MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,843MinimumInvestmentReturnAmt
Distributable Before Adj$2,843DistributableBeforeAdjAmt
Distributable Before Ded$2,843DistributableBeforeDedAmt
Distributable As Adjusted$2,843DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,080ExpensesAndContributionsAmt
Qualifying Distributions$2,080QualifyingDistributionsAmt
Adjusted Qualifying Distri$2,080AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,843DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$683ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,172ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$398ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$707ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,960TotalExcessDistributionCyovAmt
Qualifying Distributions$2,080QualifyingDistributionsAmt
Applied To Current Year$2,080AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$763ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$763ExcessDistributionCyovAppCYAmt
Total Corpus$2,197TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,197ExcessDistriCyovToNextYrAmt
Excess From Year4$1,092ExcessFromYear4Amt
Excess From Year3$398ExcessFromYear3Amt
Excess From Year1$707ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FRIO CANYON EMS
185 5TH STLEAKEYTX78873PCTO ASSIST IN VOLUNTEER FIREMEN ACTIVITIES$500
MEALS ON WHEELS SA
4306 NORTHWEST LOOP 410SAN ANTONIOTX78229PCTO ASSIST ELDERLY IN GETTING MEALS$790
LEAKEY PUBLIC LIBRARY
225 MAIN STAUSTINTX78773PCTO ASSIST THE PUBLIC IN OBTAINING BOOKS$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,540TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryKRUPPA NELSON & KOVNERCategoryTxt
Amt$540Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$540DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGENESIS INNOVATIONCategoryOrItemTxt
Book Value$40,846BookValueAmt
EOYFMV$40,846EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
Desc2020 INCREASE FOR GENESIS INNOVATIODesc
Amt$2,462Amt

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