ROBERT S DINSMORE FOUNDATION OF TEXAS: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ROBERT S DINSMORE FOUNDATION OF TEXAS (EIN 47-3045568)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-06
IRS object ID
201601279349100745
Schema version
2015v2.0
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)
Return2016-05-06T04:57:02-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BREHM HAVEL & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17809 BROADWAY STAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782092558ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473045568EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT S DINSMORE FOUNDATION OFBusinessNameLine1Txt
Business Name Line2TEXASBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone9167093892PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1723 RUIDOSA DOWNSAddressLine1Txt
CityHELOTESCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78023ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH GALLARDOPersonNm
Person TitleDirectorPersonTitleTxt
Signature2016-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGAYLE L HAVELPreparerPersonNm
PTINP00162033PTIN
Phone2108267000PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial Return Former Pub ChrtyYes (X)InitialReturnFormerPubChrtyInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$548,671FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$393,681ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,688DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,688DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$114,856NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$320,985GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$114,856CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$512,227TotalRevAndExpnssAmt
Total Net Invst Incm$118,546TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$156AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$156AccountingFeesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$1,230TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,230TravConfMeetingNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,386TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,386TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,386TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,386TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$480,841ExcessRevenueOverExpensesAmt
Net Investment Income$117,160NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$25,779CashEOYAmt
Cash EOYFMV$25,778CashEOYFMVAmt
Corporate Stock EOY$457,888CorporateStockEOYAmt
Corporate Stock EOYFMV$522,893CorporateStockEOYFMVAmt
Total Assets EOY$483,667TotalAssetsEOYAmt
Total Assets EOYFMV$548,671TotalAssetsEOYFMVAmt
Grants Payable EOY$2,000GrantsPayableEOYAmt
Loans From Officers EOY$1,230LoansFromOfficersEOYAmt
Total Liabilities EOY$3,230TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock EOY$480,437CapitalStockEOYAmt
Tot Net Ast Or Fund Balances EOY$480,437TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$483,667TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$480,841ExcessRevenueOverExpensesAmt
Subtotal$480,841SubtotalAmt
Other Decreases$404OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$480,437TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PER MORGAN STANLEY STMNT ON FILEP2015-01-092015-08-18$110,423$134,216-$23,793-$23,793
PER MORGAN STANLEY STMNT ON FILEP2013-09-252015-08-18$92,860$56,634$36,226$36,226
PER MORGAN STANLEY STMNT ON FILEP2000-10-232015-08-18$117,702$15,279$102,423$102,423
FieldValueIRS element (for citing)
Capital Gain Net Income$114,856CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$23,793NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,343InvestmentIncomeExciseTaxAmt
Subtotal$2,343SubtotalAmt
Tax Based On Investment Income$2,343TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$32EsPenaltyAmt
Tax Due$2,375TaxDueAmt

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 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 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 Line1ELIZABETH GALLARDOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9167093892PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1723 RUIDOSA DOWNSAddressLine1Txt
CityHELOTESCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78023ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonELIZABETH GALLARDOPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1723 RUIDOSA DOWNSAddressLine1Txt
CityHELOTESCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78023ZIPCd
FieldValueIRS element (for citing)
TitleDirectorTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$515,422AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$48,474AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$563,896TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$563,896AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,458CashDeemedCharitableAmt
Net Vl Noncharitable Assets$555,438NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,772MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,772MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,343TaxBasedOnInvestmentIncomeAmt
Total Tax$2,343TotalTaxAmt
Distributable Before Adj$25,429DistributableBeforeAdjAmt
Distributable Before Ded$25,429DistributableBeforeDedAmt
Distributable As Adjusted$25,429DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,000ExpensesAndContributionsAmt
Qualifying Distributions$30,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$30,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,429DistributableAsAdjustedAmt
Qualifying Distributions$30,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$25,429AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,571RemainingDistriFromCorpusAmt
Total Corpus$4,571TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$4,571ExcessDistriCyovToNextYrAmt
Excess From Current Year$4,571ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SACRAMENTO SPINAL FOUNDATION
1420 MERKLEY AVENUE SUITE 3WEST SACRAMENTOCA95691NONEPCMEDICAL RESEARCH$10,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256NONEPCTO ASSIST WOUNDED WARRIORS AS THEY UNDERGO REHABILATATION AND RETURN TO CIVILIAN LIFE.$3,000
AMERICAN DIABETES ASSOCIATION
1701 N BEAUREGARD STALEXANDRIAVA22311NONEPCMEDICAL RESEARCH$1,000
CONVENANT PRESBYTERIAN CHURCH
211 ROLETO DRIVESAN ANTONIOTX78213NONEPCCHARITABLE CONTRIBUTION$1,000
HILLSDALE COLLEGE
33 EAST COLLEGE STREETHILLSDALEMI49242NONEPCEDUCATIONAL DONATION$1,000
USO OF SAN ANTONIO
203 WEST MARKET STREETSAN ANTONIOTX78205NONEPCTO ASSIST TROOPS AND THEIR FAMILY MEMBERS STAY CONNECTED.$2,000
ST JUDE CHILDREN'S RESEARCH HOSPITA
501 ST JUDE PLACEMEMPHISTN38105NONEPCMEDICAL RESEARCH$2,000
AMERICAN CANCER SOCIETY
PO BOX 22538OKLAHOMA CITYOK73123NONEPCMEDICAL RESEARCH$1,000
AMERICAN RED CROSS
2025 E STREET NWWASHINGTONDC20006NONEPCTO PROVIDE COMFORT AND HOPE TO SO MANY DURING THEIR TIMES OF NEED.$1,000
AMERICAN RIVER PARKWAY FOUNDATION
5700 ARDEN WAYCARMICHAELCA95608NONEPCRESTORE NATURAL HABITATS THAT HAVE BEEN DESTROYED.$2,000
FISHER HOUSE INCORPORATION
7323 HIGHWAY 90 WEST SUITE 107SAN ANTONIOTX78227NONEPCTO ASSIST IN PROVIDING LODGING, FOOD AND OTHER AMENITIES TO MILITARY FAMILIES AS THEY TEND TO THEIR FAMILY MEMBERS RECEIVING MEDICAL CARE.$2,000
DAUGHTERS OF CHARITY SERVICES OF SA
7607 SOMERSET ROADSAN ANTONIOTX78211NONEPCCHARITABLE CONTRIBUTION$2,000
SAN ANTONIO FOOD BANK
5200 W OLD US HIGHWAY 90SAN ANTONIOTX78227NONEPCCHARITABLE CONTRIBUTIONS.$1,000
OREGON COAST AQUARIUM
2820 SE FERRY SLIP ROADNEWPORTOR97365NONEPCCHARITABLE CONTRIBUTION.$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,688ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$114,856ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$118,546ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$118,546TotalIncomeProducingActyAmt

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 PersonROBERT S DINSMORE FOUNDATIONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13940 AMERICAN RIVER DRAddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95864ZIPCd
FieldValueIRS element (for citing)
Total Contributions$590,223TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySTOCKNoncashPropertyDesc
Fair Market Value$590,223FairMarketValueAmt
Received2015-07-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNT FEESCategoryTxt
Amt$156Amt
Net Investment Income$156NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEYStockNm
EOY Book Value$457,888EOYBookValueAmt
EOYFMV$522,893EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCASH ADJUSTMENTDesc
Amt$404Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
ELIZABETH ANNE GALLARDO
723 RUIDOSA DOWNSHELOTESTX78023
BRANDON GALLARDO
723 RUIDOSA DOWNSHELOTESTX78023

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