BROOKSHIRE YOUTH FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BROOKSHIRE YOUTH FOUNDATION (EIN 23-7100952)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-10-26
IRS object ID
201822999349100217
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-10-26T15:32:01-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Hillsman & Vahalik PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1914 Otto St/PO Box 307AddressLine1Txt
CityBrookshireCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77423ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237100952EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Brookshire Youth FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBROOBusinessNameControlTxt
Phone2813756448PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 307AddressLine1Txt
CityBrookshireCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77423ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDORTHEA DUMASPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2813756448PhoneNum
Signature2018-10-26SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCORINNE H VAHALIKPreparerPersonNm
PTINP01445637PTIN
Phone2813756448PhoneNum
Preparation2018-10-26PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address207.70.134.247IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-26IPDt
IP Tm15:31:56IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id66B3BD5B9A6CBC360A0E2B7DDF867D9BDF0319D7AtSubmissionCreationDeviceId
At Submission Filing Device Id66B3BD5B9A6CBC360A0E2B7DDF867D9BDF0319D7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,627FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$14,715ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,715TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,184ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,184TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,531ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$96CashBOYAmt
Cash EOY$7,627CashEOYAmt
Cash EOYFMV$7,627CashEOYFMVAmt
Total Assets BOY$96TotalAssetsBOYAmt
Total Assets EOY$7,627TotalAssetsEOYAmt
Total Assets EOYFMV$7,627TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$96CapitalStockBOYAmt
Capital Stock EOY$7,627CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$96TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,627TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$96TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,627TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$96TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,531ExcessRevenueOverExpensesAmt
Subtotal$7,627SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,627TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$51,996AdjustedQlfyDistriYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$99,322AdjustedQlfyDistriYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,928AdjustedQlfyDistriYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$66AdjustedQlfyDistriYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,184QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Ruling Letter2015-12-09RulingLetterDt
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Hillsman & Vahalik PCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2813756448PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1914 Otto StAddressLine1Txt
CityBrookshireCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77423ZIPCd
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
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DORTHEA DUMAS
PO Box 1046BrookshireTX77423Trustee2.00$0$0$0
HARRIS C GARRETT
3702 Sixth StBrookshireTX77423Trustee2.00$0$0$0
JAMES SANDERS
3415 Fifth StreetBrookshireTX77423Trustee2.00$0$0$0
JOHN BOAZ
34552 Park GreenBrookshireTX77423Trustee2.00$0$0$0
MICHAEL MONTGOMERY
PO Box 1241BrookshireTX77423Trustee2.00$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
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Creation of public park for City of Brookshire or other local governmental entity(expenses also included in the organization's program expenses)Description1Txt
Expenses1$7,184Expenses1Amt
Expenses2$0Expenses2Amt
Expenses3$0Expenses3Amt
Expenses4$0Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1Creation of public park for City of Brookshire or other local governmental entity.Description1Txt
Expenses1$7,184Expenses1Amt
Total$7,184TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Program Related Invst Total$7,184ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,184QualifyingDistributionsAmt
Adjusted Qualifying Distri$7,184AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$6,928ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$99,322ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$51,996ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$158,246TotalExcessDistributionCyovAmt
Qualifying Distributions$7,184QualifyingDistributionsAmt
Remaining Distri From Corpus$7,184RemainingDistriFromCorpusAmt
Total Corpus$165,430TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$165,430ExcessDistriCyovToNextYrAmt
Excess From Year3$6,928ExcessFromYear3Amt
Excess From Year2$99,322ExcessFromYear2Amt
Excess From Year1$51,996ExcessFromYear1Amt
Excess From Current Year$7,184ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2015-12-09PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$7,184CurrentYearAmt
Year1$51,996Year1Amt
Year2$99,322Year2Amt
Year3$6,928Year3Amt
Total$165,430TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$7,184CurrentYearAmt
Year1$51,996Year1Amt
Year2$99,322Year2Amt
Year3$6,928Year3Amt
Total$165,430TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Year3$124,656Year3Amt
Total$124,656TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Year3$124,656Year3Amt
Total$124,656TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Montgomery Family FoundationBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line155 Walls Dr Ste 302AddressLine1Txt
CityFairfieldCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPFRecipientFoundationStatusTxt
Grant Or Contribution PurposePublic park maintenanceGrantOrContributionPurposeTxt
Amt$7,184Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,184TotalGrantOrContriPdDurYrAmt

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

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceStatement regarding land sale in 2013FormAndLineReferenceDesc
Medium ExplanationBROOKSHIRE YOUTH FOUNDATION ("BYF") ENTERED INTO A SALES AGREEMENT WHEREBY BYF SOLD REAL PROPERTY TO THE MONTGOMERY FAMILY FOUNDATION ("MFF"). THE SALE DOCUMENTS REQUIRED THE FUNDS RECEIVED FROM THE SALE WOULD BE USED TO PURCHASE PLAYGROUND EQUIPMENT AND CONTRUCT A PARK ON THE REAL PROPERTY (NOW OWNED BY MFF) AND THAT THE PARK, ONCE SUBSTANTIALLY COMPLETED, WOULD BE DONATED BY MFF TO THE CITY OF BROOKSHIRE OR OTHER LOCAL GOVERNMENTAL ENTITY FOR USE BY THE GENERAL PUBLIC. SINCE THE SALE, BYF AND MFF HAVE WORKED IN CONJUNCTION ON PLANNING, PURCHASING, AND CONSTRUCTING ELEMENTS NECESSARY FOR THE PUBLIC PARK AND WORKED WITH THE LOCAL GOVERNMENTAL ENTITIES REGARDING PUBLIC REQUIREMENTS.MediumExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryDuesCategoryTxt

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