CHESMAR FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHESMAR FOUNDATION (EIN 46-4136065)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-18
- IRS object ID
- 202031399349100808
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Other Assets Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-18T12:54:18-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 801 | AddressLine1Txt |
| City | SPRING | 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 | 2020-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY TORRES | PreparerPersonNm |
| PTIN | P01671565 | PTIN |
| Phone | 7137897077 | PhoneNum |
| Preparation | 2020-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.155.185.231 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-14 | IPDt |
| IP Tm | 12:36:38 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C2B002EF23A1950B2E24A72D29960D6D64605472 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $850,331 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,757 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,757 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $11,757 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,906 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,845,453 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,906 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,663 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,757 | 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 | $675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $675 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $361 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,036 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $675 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,351 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,351 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $94,387 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $94,026 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$80,724 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,663 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,757 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $192,046 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $649,957 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $649,957 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $732,031 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $200,449 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $200,374 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $7,053 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $931,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $850,406 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $850,331 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $931,130 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $850,406 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $931,130 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $850,406 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $931,130 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $850,406 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $931,130 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$80,724 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $850,406 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $850,406 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY | PropertyDesc |
| Acquired | 2019-01-31 | AcquiredDt |
| Sold | 2019-08-15 | SoldDt |
| Gross Sales Price | $1,845,453 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,843,547 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,906 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,906 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,906 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,906 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $273 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $273 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $273 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $273 | 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 | 0 | 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) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 | $620,863 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $275,812 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $896,675 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $896,675 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,450 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $883,225 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,161 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,161 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $273 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $273 | TotalTaxAmt |
| Distributable Before Adj | $43,888 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,888 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,888 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $94,026 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $94,026 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $94,026 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,888 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $26,705 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,444 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,436 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,977 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,945 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $149,507 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $94,026 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,888 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,138 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $199,645 | 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 | $26,705 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $172,940 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,444 | ExcessFromYear4Amt |
| Excess From Year3 | $39,436 | ExcessFromYear3Amt |
| Excess From Year2 | $44,977 | ExcessFromYear2Amt |
| Excess From Year1 | $27,945 | ExcessFromYear1Amt |
| Excess From Current Year | $50,138 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABIGAYLE JAKUBIK | ||||||||
| 14530 REDWOOD BEND TRAIL | HOUSTON | TX | 77062 | NONE | SCHOLARSHIP | $3,000 | ||
| ALEXIS B MILLER | ||||||||
| 19338 MOSS MEADOW LN | KATY | TX | 77449 | NONE | SCHOLARSHIP | $3,000 | ||
| ALEX'S LEMONADE STAND FOUNDATION | ||||||||
| 111 PRESIDENTIAL BLVDSUITE 203 | BALA CYNWYD | PA | 19004 | NONE | CHARITABLE CONTRIBUTION | $250 | PC | |
| ARIEL TELLO | ||||||||
| 4126 MEINEKE | HOUSTON | TX | 77087 | NONE | SCHOLARSHIP | $3,251 | ||
| AUSTIN EBARB | ||||||||
| 16343 LASTING LIGHT LN | HOUSTON | TX | 77095 | NONE | SCHOLARSHIP | $3,000 | ||
| BETSY J GONZALEZ | ||||||||
| 8159 WOODED TERRACE LN | HUMBLE | TX | 77338 | NONE | SCHOLARSHIP | $1,828 | ||
| CARIBBEAN CULTURAL COALITION | ||||||||
| 17811 RUNNING BROOK LANE | SPRING | TX | 77379 | NONE | CHARITABLE CONTRIBUTION | $323 | PC | |
| DEONTE SANSEVERINO | ||||||||
| 34 CEDAR BAYOU CIRCLE | POTTSBORO | TX | 75076 | NONE | SCHOLARSHIP | $3,000 | ||
| HELPING A HERO | ||||||||
| PO BOX 19310 | HOUSTON | TX | 77224 | NONE | CHARITABLE CONTRIBUTION | $10,000 | PC | |
| HOPE HEALING AND HOOVES INC | ||||||||
| PO BOX 1811 | WALLER | TX | 77484 | NONE | CHARITABLE CONTRIBUTION | $2,000 | PC | |
| ISAIAH L CRUZ | ||||||||
| 1307 LION KING | SAN ANTONIO | TX | 78251 | NONE | SCHOLARSHIP | $1,011 | ||
| JUSTIN EBARB | ||||||||
| 16343 LASTING LIGHT LN | HOUSTON | TX | 77095 | NONE | SCHOLARSHIP | $3,000 | ||
| KAILEE MANN | ||||||||
| 2015 AUTUMN FERN DR | KATY | TX | 77450 | NONE | SCHOLARSHIP | $3,000 | ||
| KALI B HELMS | ||||||||
| 20496 PIN OAK ROAD | NEW CANEY | TX | 77357 | NONE | SCHOLARSHIP | $3,000 | ||
| KAREN SEARS | ||||||||
| 192023 WHITE HORSE DR | TOMBALL | TX | 77377 | NONE | SCHOLARSHIP | $500 | ||
| KRISTINA LEON | ||||||||
| 217 YALE CIRCLE | COLLEGE STATION | TX | 77840 | NONE | SCHOLARSHIP | $10,000 | ||
| MAKENZIE R RENFRO | ||||||||
| 9114 SILVER BACK TRIAL | CONROE | TX | 77303 | NONE | SCHOLARSHIP | $3,000 | ||
| MALLORY RAO | ||||||||
| 210 E SONTERRA BLVD APT 1011 | SAN ANTONIO | TX | 78258 | NONE | SCHOLARSHIP | $3,835 | ||
| MIDEA QUINTANILLA | ||||||||
| 26638 BELLWOOD PINES DRIVE | KATY | TX | 77494 | NONE | SCHOLARSHIP | $3,000 | ||
| MORGAN MIZE | ||||||||
| 272 CR 390 | CLEVELAND | TX | 77328 | NONE | SCHOLARSHIP | $2,413 | ||
| MOVEMBER FOUNDATION | ||||||||
| PO BOX 1595 | CULVER CITY | CA | 90232 | NONE | CHARITABLE CONTRIBUTION | $205 | PC | |
| NATIONAL MS SOCIETY | ||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | CHARITABLE CONTRIBUTION | $100 | PC | |
| NEW CANEY ISD | ||||||||
| 22500 EAGLE DRIVE | NEW CANEY | TX | 77357 | NONE | CHARITABLE CONTRIBUTION | $6,012 | PC | |
| SIERRA RAMIREZ | ||||||||
| 27018 HENSON FALLS DR | KATY | TX | 77494 | NONE | SCHOLARSHIP | $3,319 | ||
| SPECIAL ANGELS OF THE WOODLANDS | ||||||||
| 200 PRUITT ROAD | SPRING | TX | 77380 | NONE | CHARITABLE CONTRIBUTION | $2,750 | PC | |
| STAR OF HOPE | ||||||||
| 4848 LOOP CENTRAL DRIVE SUITE 500 | HOUSTON | TX | 77081 | NONE | CHARITABLE CONTRIBUTION | $5,000 | PC | |
| SUMMER BLACKMON | ||||||||
| 3113 26TH STREET | LUBBOCK | TX | 79410 | NONE | SCHOLARSHIP | $3,000 | ||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| OFFICE OF DONOR SERVICES 3 | RYE BROOK | NY | 10573 | NONE | CHARITABLE CONTRIBUTION | $2,500 | PC | INTERNATIONAL DRIVE |
| UNITED WAY OF GREATER HOUSTON | ||||||||
| 50 WAUGH | HOUSTON | TX | 77007 | NONE | CHARITABLE CONTRIBUTION | $5,000 | PC | |
| VANESSA CANTU | ||||||||
| 16407 ROYAL MILE LN | HOUSTON | TX | 77084 | NONE | SCHOLARSHIP | $2,804 | ||
| CHRISTIAN VETERINARY MISSION | ||||||||
| 19303 FREMONT AVENUE NORTH | SEATTLE | WA | 98133 | NONE | CHARITABLE CONTRIBUTION | $250 | PC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,351 | 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 | $11,757 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,906 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,663 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,663 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $675 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $675 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FORD MOTOR CREDIT CO LLC NOTE | BondNm |
| EOY Book Value | $200,449 | EOYBookValueAmt |
| EOYFMV | $200,374 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST ON BONDS | Desc |
| BOY Book Value | $7,053 | BOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $361 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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