CHARLES AND PATRICIA ROCKWOOD FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CHARLES AND PATRICIA ROCKWOOD FAMILY FOUNDATION (EIN 46-4085906)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-06
IRS object ID
202033119349100023
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-06T12:46:10-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Phone2103858277PhoneNum
Signature2020-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK H NELSON CPAPreparerPersonNm
PTINP00366214PTIN
Phone2106945945PhoneNum
Preparation2020-11-06PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.73.249.54IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-06IPDt
IP Tm12:46:43IPTm
Federal Original Submission Id7064832020311nvqsdo0FederalOriginalSubmissionId
Federal Original Submission Id2020-11-06FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0B7FE204997BE5DA8D62896025EDCE2BDE4310DBAtSubmissionCreationDeviceId
At Submission Filing Device Id0B7FE204997BE5DA8D62896025EDCE2BDE4310DBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$94,446FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$40,204ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$40,204TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,060AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,060AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$1,060TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,060TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,233ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,233ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,293TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,293TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$36,911ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$55,280CashBOYAmt
Cash EOY$51,987CashEOYAmt
Cash EOYFMV$51,987CashEOYFMVAmt
Acct Rcvbl$1,372AcctRcvblAmt
Acct Rcvbl EOY$1,372AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,372AcctRcvblEOYFMVAmt
Other Investments EOY$41,087OtherInvestmentsEOYAmt
Other Investments EOYFMV$41,087OtherInvestmentsEOYFMVAmt
Total Assets BOY$55,280TotalAssetsBOYAmt
Total Assets EOY$94,446TotalAssetsEOYAmt
Total Assets EOYFMV$94,446TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$55,280CapitalStockBOYAmt
Capital Stock EOY$94,446CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$55,280TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$94,446TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$55,280TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$94,446TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$55,280TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$36,911ExcessRevenueOverExpensesAmt
Other Increases$2,255OtherIncreasesAmt
Subtotal$94,446SubtotalAmt
Tot Net Ast Or Fund Balances EOY$94,446TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,525AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$54,451NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046372DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,122AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$54,475NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.057311DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,050AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$57,551NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.070372DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,520AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$61,796NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.073144DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,998AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$60,204NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049797DistributionYr5Rt
Total Distribution0.296996TotalDistributionRt
Average Distribution0.059399AverageDistributionRt
Net Vl Noncharitable Assets$51,729NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,073AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$3,073AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,293QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
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
Phone2103858277PhoneNum

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$52,517AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$52,517TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$52,517AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$788CashDeemedCharitableAmt
Net Vl Noncharitable Assets$51,729NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,586MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,586MinimumInvestmentReturnAmt
Distributable Before Adj$2,586DistributableBeforeAdjAmt
Distributable Before Ded$2,586DistributableBeforeDedAmt
Distributable As Adjusted$2,586DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,293ExpensesAndContributionsAmt
Qualifying Distributions$3,293QualifyingDistributionsAmt
Adjusted Qualifying Distri$3,293AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,586DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$683ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,172ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$398ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$2,253TotalExcessDistributionCyovAmt
Qualifying Distributions$3,293QualifyingDistributionsAmt
Applied To Current Year$2,586AppliedToCurrentYearAmt
Remaining Distri From Corpus$707RemainingDistriFromCorpusAmt
Total Corpus$2,960TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,960ExcessDistriCyovToNextYrAmt
Excess From Year4$683ExcessFromYear4Amt
Excess From Year3$1,172ExcessFromYear3Amt
Excess From Year2$398ExcessFromYear2Amt
Excess From Current Year$707ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonGRACY TRAVEL FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1706 S MAIN STAddressLine1Txt
CityBOERNECityNm
State AbbreviationTXStateAbbreviationCd
ZIP780062642ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeTO ASSIST IN AGRICULTURAL PROGRAMSGrantOrContributionPurposeTxt
Amt$2,233Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,233TotalGrantOrContriPdDurYrAmt
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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCHARLES ROCKWOODContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1105 VIA FINITAAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78229ZIPCd
FieldValueIRS element (for citing)
Total Contributions$40,204TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyGENESIS INNOVATION GROUP LLC-613724NoncashPropertyDesc
Fair Market Value$40,204FairMarketValueAmt
Received2019-01-01ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryKRUPPA NELSON & KOVNERCategoryTxt
Amt$1,060Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,060DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGENESIS INNOVATIONCategoryOrItemTxt
Book Value$41,087BookValueAmt
EOYFMV$41,087EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
Desc2019 INCREASE FOR GENESIS INNOVATIODesc
Amt$2,255Amt

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