DEWANE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
DEWANE FAMILY CHARITABLE FOUNDATION (EIN 75-2707960)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-07-21
IRS object ID
201632039349100708
Schema version
2015v2.1
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)
Return2016-07-21T12:32:08-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-07-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGEORGE T BURGESSPreparerPersonNm
PTINP00358288PTIN
Phone2148280114PhoneNum
Preparation2016-07-21PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$96,173FMVAssetsEOYAmt
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$1,890DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,890DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,890DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,896NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,802GrossSalesPriceAmt
Total Rev And Expnss$5,786TotalRevAndExpnssAmt
Total Net Invst Incm$1,890TotalNetInvstIncmAmt
Total Adj Net Incm$1,890TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$625AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$1,160OtherProfFeesRevAndExpnssAmt
Printing And Pub Rev And Expnss$22PrintingAndPubRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,807TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,960ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,960ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,767TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,960TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$19ExcessRevenueOverExpensesAmt
Net Investment Income$1,890NetInvestmentIncomeAmt
Adjusted Net Income$1,890AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,100CashBOYAmt
Cash EOY$62CashEOYAmt
Cash EOYFMV$62CashEOYFMVAmt
Sav And Temp Cash Invst EOY$6,079SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,079SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$28,040CorporateStockBOYAmt
Corporate Stock EOY$23,133CorporateStockEOYAmt
Corporate Stock EOYFMV$90,032CorporateStockEOYFMVAmt
Total Assets BOY$30,140TotalAssetsBOYAmt
Total Assets EOY$29,274TotalAssetsEOYAmt
Total Assets EOYFMV$96,173TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$30,140CapitalStockBOYAmt
Capital Stock EOY$29,274CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$30,140TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$29,274TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$30,140TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$29,274TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$30,140TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$19ExcessRevenueOverExpensesAmt
Subtotal$30,159SubtotalAmt
Other Decreases$885OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$29,274TotNetAstOrFundBalancesEOYAmt

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$38InvestmentIncomeExciseTaxAmt
Subtotal$38SubtotalAmt
Tax Based On Investment Income$38TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$37AppliedToEsTaxAmt
Total Payments And Credits$37TotalPaymentsAndCreditsAmt
Tax Due$1TaxDueAmt

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
Description2ST. NORBERT COLLEGE 100 GRANT STREET DE PERE, WI 54115Description2Txt
Expenses2$125Expenses2Amt
Description3ST. NORBERT COLLEGE 100 GRANT STREET DE PERE, WI 54115Description3Txt
Expenses3$125Expenses3Amt
Description4DELL MEDICAL SCHOOL SANCHEZ BUILDING 1912 SPEEDWAY, SUITE 564 AUSTIN, TX 78712Description4Txt
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$77,012AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,121AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$81,133TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$81,133AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,217CashDeemedCharitableAmt
Net Vl Noncharitable Assets$79,916NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,996MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,996MinimumInvestmentReturnAmt
Tax Based On Investment Income$38TaxBasedOnInvestmentIncomeAmt
Total Tax$38TotalTaxAmt
Distributable Before Adj$3,958DistributableBeforeAdjAmt
Distributable Before Ded$3,958DistributableBeforeDedAmt
Distributable As Adjusted$3,958DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,960ExpensesAndContributionsAmt
Qualifying Distributions$3,960QualifyingDistributionsAmt
Adjusted Qualifying Distri$3,960AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,958DistributableAsAdjustedAmt
Undistributed Income PY$3,306UndistributedIncomePYAmt
Qualifying Distributions$3,960QualifyingDistributionsAmt
Applied To Year1$3,306AppliedToYear1Amt
Applied To Current Year$654AppliedToCurrentYearAmt
Undistributed Income CY$3,304UndistributedIncomeCYAmt

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 8RecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1STMT 8AddressLine1Txt
Address Line2STMT 8AddressLine2Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78739ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeOPERATING OR GENERAL FUNDGrantOrContributionPurposeTxt
Amt$3,960Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,960TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,890RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,896RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,786RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,786TotalIncomeProducingActyAmt

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$625Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
50 SH TARGET CORP COM1998-07PURCHASE2015-12$3,536$1,252$2,284
16071 SH ICON2014-12PURCHASE2015-10$192$272-$80
9.972 SH ICONPURCHASE2015-10$119$168-$49
37.619 SH BRANDYWINEPURCHASE2015-10$1,331$1,084$247
49.463 SH ICONPURCHASE2015-10$592$1,104-$512
41 SH TARGET1998-07PURCHASE2015-10$3,032$1,026$2,006

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ICON ENERGY FUND
AMG FUNDS
309 SH TARGET CORP$7,735$22,436
90 ISHARES TR SELECT$5,534$6,764
800 SH LOWES COMPANIES$9,864$60,832

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN MARKET VALUEDesc
Amt$885Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmt
ADVISORY FEES-ASSET MGMT$1,154
SOS FILING FEE$6

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