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CHESMAR FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CHESMAR FOUNDATION (EIN 46-4136065)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-01-27
IRS object ID
201610279349100301
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)
Return2016-01-27T07:28:19-08:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Evans & Chastain LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114950 Heathrow Forest Pkwy Suite 17AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77032ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464136065EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Chesmar FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHESBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 Watertree CtAddressLine1Txt
CityThe WoodlandsCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77380ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDonald P KleinPersonNm
Person TitlePresidentPersonTitleTxt
Signature2016-01-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert ChastainPreparerPersonNm
PTINP00839959PTIN
Phone7133341200PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$891,960FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$76InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$76InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$76InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$3,794DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,794DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,794DividendsAdjNetIncmAmt
Total Rev And Expnss$3,870TotalRevAndExpnssAmt
Total Net Invst Incm$3,870TotalNetInvstIncmAmt
Total Adj Net Incm$3,870TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$690AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$690AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$85TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$775TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$690TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$58,509ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$58,509ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$59,284TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$59,199TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$55,414ExcessRevenueOverExpensesAmt
Net Investment Income$3,870NetInvestmentIncomeAmt
Adjusted Net Income$3,870AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$817,510SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$708,588SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$708,588SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$136,288OtherInvestmentsBOYAmt
Other Investments EOY$189,796OtherInvestmentsEOYAmt
Other Investments EOYFMV$183,372OtherInvestmentsEOYFMVAmt
Total Assets BOY$953,798TotalAssetsBOYAmt
Total Assets EOY$898,384TotalAssetsEOYAmt
Total Assets EOYFMV$891,960TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$953,798UnrestrictedBOYAmt
Unrestricted EOY$898,384UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$953,798TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$898,384TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$953,798TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$898,384TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$953,798TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$55,414ExcessRevenueOverExpensesAmt
Subtotal$898,384SubtotalAmt
Tot Net Ast Or Fund Balances EOY$898,384TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$77InvestmentIncomeExciseTaxAmt
Subtotal$77SubtotalAmt
Tax Based On Investment Income$77TaxBasedOnInvestmentIncomeAmt
Tax Due$77TaxDueAmt

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 FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
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 Line1Don KleinBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8322530110PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 Watertree CtAddressLine1Txt
CityThe WoodlandsCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77380ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Donald P Klein
1 Watertree CtThe WoodlandsTX77380President1.00$0
Janet L Klein
1 Watertree CourtThe WoodlandsTX77380Director0.00$0
Melissa Klein
19 Ledgestone PlaceThe WoodlandsTX77382Director0.00$0
Donald P Klein
1 Watertree CourtThe WoodlandsTX77380Director0.00$0
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$243,037AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$748,475AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$991,512TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$991,512AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,873CashDeemedCharitableAmt
Net Vl Noncharitable Assets$976,639NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,832MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,832MinimumInvestmentReturnAmt
Tax Based On Investment Income$77TaxBasedOnInvestmentIncomeAmt
Total Tax$77TotalTaxAmt
Distributable Before Adj$48,755DistributableBeforeAdjAmt
Distributable Before Ded$48,755DistributableBeforeDedAmt
Distributable As Adjusted$48,755DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$59,199ExpensesAndContributionsAmt
Qualifying Distributions$59,199QualifyingDistributionsAmt
Adjusted Qualifying Distri$59,199AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,755DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$26,705ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$26,705TotalExcessDistributionCyovAmt
Qualifying Distributions$59,199QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$48,755AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,444RemainingDistriFromCorpusAmt
Total Corpus$37,149TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$37,149ExcessDistriCyovToNextYrAmt
Excess From Year1$26,705ExcessFromYear1Amt
Excess From Current Year$10,444ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDonald P KleinContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSarah MillerRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1450 Gears Rd Ste 400AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77067ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2815981111RecipientPhoneNum
Form And Info And MaterialsScholarship application formFormAndInfoAndMaterialsTxt
Submission DeadlinesAprilSubmissionDeadlinesTxt
Restrictions On AwardsChesmar Homes, LLC's employees and subcontractor employees.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient Foundation StatusRecipientFoundationStatusTxt
Codi Eileen Smith
19814 Powerscourt DriveHumbleTX77346NoneScholarship$2,500
Tabatha Trapp
20002 Fort Dodge DriveKatyTX77449NoneScholarship$3,536
Kendall Tiller
1907 Far MienteSan AntonioTX78258NoneScholarship$2,500
Madison Hoover
2130 Peninsula DriveLake WylieSC29710NoneScholarship$2,500
Kyle J Jakubik
14530 Redwood Bend TrailHoustonTX77062NoneScholarship$2,500
National MS Society
9830 Colonnade Blvd 130San AntonioTX78230NoneCharitable Contribution$8,000PC
Leukemia and Lymphoma Society
1218 Arion Parkway 102San AntonioTX78216NoneCharitable Contribution$2,000PC
Francisco Ortega
8611 Waters Edge DriveSan AntonioTX78245NoneScholarship$2,500
Eugenia Williams
334 Melcher HallHoustonTX77204NoneScholarship$1,500
Portia Garcia
19338 Moss Meadows LaneKatyTX77449NoneScholarship$2,500
Midea Quintanilla
26638 Bellwood Pines DriveKatyTX77494NoneScholarship$1,775
Leukemia and Lymphoma Society
1311 Mamaroneck AvenueWhite PlainsNY10605NoneCharitable Contribution$1,000PC
Paityn Tiller
1907 Far NienteSan AntonioTX78258NoneScholarship$1,698
Janet Pessagno Memorial Scholarship
1 Letterman Drive Building C SuiteSan FranciscoCA94129NoneScholarship$1,000
GHBA Charitable Foundation
9511 W Sam Houston Parkway NorthHoustonTX77064NoneCharitable Contribution$3,000PC
Special Angels of The Woodlands
200 Pruitt RoadSpringTX77380NoneCharitable Contribution$1,000PC
Houston Livestock Stock Show and Ro
3 NRG ParkHoustonTX77054NoneCharitable Contribution$2,000PC
Spring Branch Educational Foundatio
955 Campbell Road Suite 206HoustonTX77024NoneCharitable Contribution$5,000PC
Habitat For Humanity
PO Box 1284DickensonTX77539NoneCharitable Contribution$7,000PC
Montgomery County United Way
1600 Lake Front Circle Suite 248The WoodlandsTX77381NoneCharitable Contribution$2,500PC
TOMAGWA Health Care
455 School Street Suite 30TomballTX77375NoneCharitable Contribution$2,500PC
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$58,509TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$76RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,794RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,870RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,870TotalIncomeProducingActyAmt

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)
CategoryAccounting FeesCategoryTxt
Amt$690Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$690DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Vanguard Index FDSAT COST$70,320$74,772
Vanguard Index TR Vanguard Ext Mkt ViperAT COST$65,968$67,040
Vanguard Sector Index FDS Energy VipersAT COST$53,508$41,560

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal Income TaxCategoryTxt
Amt$85Amt

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