CHESMAR FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CHESMAR FOUNDATION (EIN 46-4136065)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-02-28
- IRS object ID
- 201820599349100507
- Schema version
- 2017v2.2
- 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 Corp Bonds Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-28T10:12:02-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 813085127 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evans & Chastain LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3310 Katy Freeway Suite 100 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Donald P Klein | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-02-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert Chastain | PreparerPersonNm |
| PTIN | P00839959 | PTIN |
| Phone | 7133341200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,001,273 | 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 | $9,925 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $13,998 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,998 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,998 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,169 | NetGainSaleAstRevAndExpnssAmt |
| Total Rev And Expnss | $80,092 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,998 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,998 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $635 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $635 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $286 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $39 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $39 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $960 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $674 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,612 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,612 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,572 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,286 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,480 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,998 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,998 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $115,188 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,897 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,897 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds EOY | $255,753 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $255,535 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $712,371 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $514,549 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $701,961 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $2,880 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,880 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $827,559 | TotalAssetsBOYAmt |
| Total Assets EOY | $814,079 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,001,273 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $827,559 | UnrestrictedBOYAmt |
| Unrestricted EOY | $814,079 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $827,559 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $814,079 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $827,559 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $814,079 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $827,559 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,480 | ExcessRevenueOverExpensesAmt |
| Subtotal | $814,079 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $814,079 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $280 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $280 | SubtotalAmt |
| Tax Based On Investment Income | $280 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $280 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Don Klein | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| Donald P Klein | ||||||
| 1 Watertree Ct | The Woodlands | TX | 77380 | President | 1.00 | $0 |
| Janet L Klein | ||||||
| 1 Watertree Court | The Woodlands | TX | 77380 | Director | 0.00 | $0 |
| Melissa Klein | ||||||
| 14018 White Cloud Lane | Conroe | TX | 77384 | Director | 0.00 | $0 |
| Donald P Klein | ||||||
| 1 Watertree Court | The Woodlands | TX | 77380 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $748,969 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $237,604 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $986,573 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $986,573 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,799 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $971,774 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,589 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,589 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $280 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $280 | TotalTaxAmt |
| Distributable Before Adj | $48,309 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $48,309 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $48,309 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,286 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $93,286 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $93,286 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,309 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $26,705 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,444 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,436 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $76,585 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,286 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,309 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $44,977 | RemainingDistriFromCorpusAmt |
| Total Corpus | $121,562 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $121,562 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $26,705 | ExcessFromYear3Amt |
| Excess From Year2 | $10,444 | ExcessFromYear2Amt |
| Excess From Year1 | $39,436 | ExcessFromYear1Amt |
| Excess From Current Year | $44,977 | 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 | 450 Gears Rd Ste 400 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77067 | 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 (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| Tabatha Trapp | |||||||
| 20002 Fort Dodge Drive | Katy | TX | 77449 | None | Scholarship | $2,500 | |
| Kendall Tiller | |||||||
| 1907 Far Miente | San Antonio | TX | 78258 | None | Scholarship | $1,627 | |
| Madison Hoover | |||||||
| 2130 Peninsula Drive | Lake Wylie | SC | 29710 | None | Scholarship | $2,500 | |
| Kyle J Jakubik | |||||||
| 14530 Redwood Bend Trail | Houston | TX | 77062 | None | Scholarship | $2,500 | |
| National MS Society | |||||||
| 9830 Colonnade Blvd 130 | San Antonio | TX | 78230 | None | Charitable Contribution | $745 | PC |
| Helping A Hero | |||||||
| 8564 Katy Freeway Suite 134 | Houston | TX | 77024 | None | Charitable Contribution | $1,000 | PC |
| Parkinson Foundation | |||||||
| 1359 Broadway Suite 1509 | New York | NY | 10018 | None | Charitable Contribution | $1,000 | PC |
| Portia Garcia | |||||||
| 19338 Moss Meadows Lane | Katy | TX | 77449 | None | Scholarship | $2,066 | |
| Midea Quintanilla | |||||||
| 26638 Bellwood Pines Drive | Katy | TX | 77494 | None | Scholarship | $202 | |
| Leukemia and Lymphoma Society | |||||||
| 1311 Mamaroneck Avenue | White Plains | NY | 10605 | None | Charitable Contribution | $100 | PC |
| Paityn Tiller | |||||||
| 1907 Far Niente | San Antonio | TX | 78258 | None | Scholarship | $1,741 | |
| GHBA Charitable Foundation | |||||||
| 9511 W Sam Houston Parkway North | Houston | TX | 77064 | None | Charitable Contribution | $3,000 | PC |
| Special Angels of The Woodlands | |||||||
| 200 Pruitt Road | Spring | TX | 77380 | None | Charitable Contribution | $2,800 | PC |
| Houston Livestock Stock Show and Ro | |||||||
| 3 NRG Park | Houston | TX | 77054 | None | Charitable Contribution | $2,250 | PC |
| Isaiah L Cruz | |||||||
| 1307 Lion King | San Antonio | TX | 78251 | Scholarship | $461 | ||
| Katerina Mayfield | |||||||
| 8327 Mobud Drive | Houston | TX | 77036 | Scholarship | $2,500 | ||
| Alyssa K Keyes | |||||||
| 18202 Emerald Forest Dr | San Antonio | TX | 78251 | Scholarship | $2,500 | ||
| Jose Hernandez | |||||||
| 3719 Lenten Rose | San Antonio | TX | 78259 | Scholarship | $2,500 | ||
| Summer Blackmon | |||||||
| 3113 26th Street | Lubbock | TX | 79410 | Scholarship | $2,500 | ||
| Aaron S Keys | |||||||
| 18202 Emerald Forest Dr | San Antonio | TX | 78259 | Scholarship | $2,500 | ||
| Corbin L Schnuriger | |||||||
| 3223 Falcon Grove Dr | San Antonio | TX | 78247 | Scholarehip | $2,523 | ||
| Melissa C Masters | |||||||
| 47 Luetta St | Houston | TX | 77076 | Scholarship | $2,500 | ||
| Danny Vela | |||||||
| 1111 Blalock Rd 2 | Houston | TX | 77055 | Scholarship | $758 | ||
| United Way of Greater Houston | |||||||
| 50 Waugh | Houston | TX | 77007 | Charitable Contribution | $10,000 | ||
| Shelby Burrer | |||||||
| 2023 Glendon Dr | San Antonio | TX | 78260 | None | Scholarship | $2,187 | |
| Shanee Garrett | |||||||
| 21515 Fir Creek Lane | Spring | TX | 77388 | None | Scholarship | $1,589 | |
| Sabina Ramirez | |||||||
| 799 Towne Ave | Los Angeles | CA | 90021 | None | Scholarship | $2,500 | |
| Rishabh Jain | |||||||
| 4750 Calhoun Rd | Houston | TX | 77204 | None | Scholarship | $1,500 | |
| Reagan Keogh | |||||||
| 13735 Cedar Cyn | San Antonio | TX | 78231 | None | Scholarship | $1,340 | |
| Jordyn Schneider | |||||||
| 4925 Cromwell Dr 4205 | Kyle | TX | 78640 | None | Scholarship | $2,109 | |
| Wyatt Hoover | |||||||
| 2130 Peninsula Drive | Lake Wylie | SC | 29710 | None | Scholarship | $2,500 | |
| Duncan Smith | |||||||
| 7703 Lorna Rd | Montgomery | TX | 77316 | None | Scholarship | $2,500 | |
| Deonte Sanseverino | |||||||
| 34 Cedar Bayou Circle | Pottsboro | TX | 75076 | None | Scholarship | $2,500 | |
| Connor Endsley | |||||||
| 3507 Monsoon Path | New Braunfels | TX | 78130 | None | Scholarship | $2,500 | |
| Codi Smith | |||||||
| 19814 Powerscourt Drive | Humble | TX | 77346 | None | Scholarship | $2,500 | |
| Cayley Andrews | |||||||
| 2056 Sundance Parkway 7305 | New Braunfels | TX | 78130 | None | Scholarship | $2,500 | |
| Greater Mount Zion Church | |||||||
| 6437 FM 521 Raod | Brazoria | TX | 77422 | None | Charitable Contribution -Hurricane Relief | $500 | PC |
| Armando Espinoza | |||||||
| 15731 Timber Rock Dr | Houston | TX | 77082 | None | Scholarship | $614 | |
| Anthony Galvan | |||||||
| 3111 Robin Road | Brookshire | TX | 77423 | None | Scholarship | $2,500 | |
| Allison Smith | |||||||
| 555 Bowers Blvd | Huntsville | TX | 77340 | None | Scholarship | $2,500 | |
| Randi Mermelstein | |||||||
| 6635 Wanda Lane | Houston | TX | 77074 | None | Hurricane Harvey Relief | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,612 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,998 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $56,169 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $70,167 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,167 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | Chesmar Homes Ltd | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 Gears Road Suite 400 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,200 | 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 | $635 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $635 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Credit Suisse NY BRH Note | $85,474 | $85,385 |
| Goldcorp Inc Note Call Make Whole | $85,094 | $85,044 |
| General Mtrs FINL CO Inc Note | $85,185 | $85,106 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Vanguard Index FDS | AT COST | $70,320 | $98,116 |
| Vanguard Index TR Vanguard Ext Mkt Viper | AT COST | ||
| Vanguard Sector Index FDS Energy Vipers | AT COST | $77,132 | $79,160 |
| Vanguatd Index FDS Vanguard Small Cap | AT COST | $79,689 | $112,595 |
| Vanguard Index FDS Vanguard Small Cap | AT COST | $65,178 | $92,946 |
| Vanguard Index FDS Vanguard Midcap | AT COST | $77,890 | $108,346 |
| Vanguard Index FDS Vanguard Large Cap | AT COST | $50,432 | $73,548 |
| Vanguard Index FDS Vanguard Growth | AT COST | ||
| Vanguard Index FDS Vanguard Total STK | AT COST | $93,908 | $137,250 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Accrued Interest On Bonds | $2,828 | $2,828 |
| Misc Receivable | $52 | $52 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Advisory Fees | Desc |
| Revenue And Expenses Per Books | $39 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $39 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Income Tax | CategoryTxt |
| Amt | $286 | Amt |
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