DEWANE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
DEWANE FAMILY CHARITABLE FOUNDATION (EIN 75-2707960)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-03
IRS object ID
201701239349100735
Schema version
2016v3.0
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)
Return2017-05-03T13:32:05-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN751735035PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BURGESS COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15425 PHILIP AVENUEAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75223ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752707960EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEWANE FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O PATRICK E DEWANEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDEWABusinessNameControlTxt
Phone5122806608PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112312 GATLING GUN LANEAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP787394811ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICK E DEWANEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5122806608PhoneNum
Signature2017-05-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGEORGE T BURGESSPreparerPersonNm
PTINP00358288PTIN
Phone2148280114PhoneNum
Preparation2017-05-03PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$88,968FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,967DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,967DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,967DividendsAdjNetIncmAmt
Total Rev And Expnss$1,967TotalRevAndExpnssAmt
Total Net Invst Incm$1,967TotalNetInvstIncmAmt
Total Adj Net Incm$1,967TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$803AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$576OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$63TaxesRevAndExpnssAmt
Printing And Pub Rev And Expnss$22PrintingAndPubRevAndExpnssAmt
Other Expenses Rev And Expnss$55OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,519TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,807ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,807ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,326TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,807TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,359ExcessRevenueOverExpensesAmt
Net Investment Income$1,967NetInvestmentIncomeAmt
Adjusted Net Income$1,967AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$62CashBOYAmt
Sav And Temp Cash Invst BOY$6,079SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,782SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,782SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$23,133CorporateStockBOYAmt
Corporate Stock EOY$23,133CorporateStockEOYAmt
Corporate Stock EOYFMV$87,186CorporateStockEOYFMVAmt
Total Assets BOY$29,274TotalAssetsBOYAmt
Total Assets EOY$24,915TotalAssetsEOYAmt
Total Assets EOYFMV$88,968TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$29,274CapitalStockBOYAmt
Capital Stock EOY$24,915CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$29,274TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$24,915TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$29,274TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$24,915TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$29,274TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,359ExcessRevenueOverExpensesAmt
Subtotal$24,915SubtotalAmt
Tot Net Ast Or Fund Balances EOY$24,915TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (true)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$39InvestmentIncomeExciseTaxAmt
Subtotal$39SubtotalAmt
Tax Based On Investment Income$39TaxBasedOnInvestmentIncomeAmt
Tax Due$39TaxDueAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
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
Website AddressAUSTINCHRONICLE.COMWebsiteAddressTxt
Individual With BooksPATRICK E DEWANEIndividualWithBooksNm
Phone5122806608PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112312 GATLING GUN LANEAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78739ZIPCd
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
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PATRICK E DEWANE
12312 GATLING GUN LNAUSTINTX78739PRESIDENT2.00$0$0$0
JANE E DEWANE
12312 GATLING GUN LNAUSTINTX78739V/P, SEC'Y2.00$0$0$0
GEORGE T BURGESS
5425 PHILIP AVEDALLASTX75223DIRECTOR0.00$0$0$0
MICHAEL E DEWANE
12312 GATLING GUN LNAUSTINTX78739DIRECTOR0.00$0$0$0
KATHERINE DEWANE KRAMER
12312 GATLING GUN LNAUSTINTX78739DIRECTOR0.00$0$0$0
CHRISTOPHER T DEWANE
12312 GATLING GUN LNAUSTINTX78739DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1ST. CATHERINE OF SIENA CATHOLIC CHURCH 4800 CONVICT HILL ROAD AUSTIN, TX 78749Description1Txt
Expenses1$2,000Expenses1Amt
Description2HELPING HAND HOME 3804 AVENUE B AUSTIN, TX 78751Description2Txt
Expenses2$437Expenses2Amt
Description3ST. NORBERT COLLEGE 100 GRANT STREET DE PERE, WI 54115Description3Txt
Expenses3$125Expenses3Amt
Description4AMERICAN RED CROSS 2218 PERSHING DR AUSTIN, TX 78723Description4Txt
Expenses4$100Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$88,609AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,962AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$92,571TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$92,571AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,389CashDeemedCharitableAmt
Net Vl Noncharitable Assets$91,182NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,559MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,559MinimumInvestmentReturnAmt
Tax Based On Investment Income$39TaxBasedOnInvestmentIncomeAmt
Total Tax$39TotalTaxAmt
Distributable Before Adj$4,520DistributableBeforeAdjAmt
Distributable Before Ded$4,520DistributableBeforeDedAmt
Distributable As Adjusted$4,520DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,807ExpensesAndContributionsAmt
Qualifying Distributions$4,807QualifyingDistributionsAmt
Adjusted Qualifying Distri$4,807AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,520DistributableAsAdjustedAmt
Undistributed Income PY$3,304UndistributedIncomePYAmt
Qualifying Distributions$4,807QualifyingDistributionsAmt
Applied To Year1$3,304AppliedToYear1Amt
Applied To Current Year$1,503AppliedToCurrentYearAmt
Undistributed Income CY$3,017UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSEE STMT 7RecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1STMT 7AddressLine1Txt
Address Line2STMT 7AddressLine2Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78739ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeOPERATING OR GENERAL FUNDGrantOrContributionPurposeTxt
Amt$4,807Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,807TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,967RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,967RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,967TotalIncomeProducingActyAmt

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)
CategoryBURGESS COMPANYCategoryTxt
Amt$803Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
309 SH TARGET CORP$7,735$22,319
90 ISHARES TR SELECT$5,534$7,971
800 SH LOWES COMPANIES$9,864$56,896

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
MISCELLANEOUS$55

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEES-ASSET MGMTCategoryTxt
Amt$576Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$63Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.