DEWANE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
DEWANE FAMILY CHARITABLE FOUNDATION (EIN 75-2707960)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-13
IRS object ID
201541339349102664
Schema version
2014v5.0
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)
Return2015-05-13T14:59:42-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-05-13SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGEORGE T BURGESSPreparerPersonNm
PTINP00358288PTIN
Phone2148280114PhoneNum
Preparation2015-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$96,932FMVAssetsEOYAmt
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$1,646DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,646DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,646DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$325NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,213GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$213CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,321TotalRevAndExpnssAmt
Total Net Invst Incm$1,859TotalNetInvstIncmAmt
Total Adj Net Incm$1,646TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$650AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$1,388OtherProfFeesRevAndExpnssAmt
Printing And Pub Rev And Expnss$17PrintingAndPubRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,055TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,320ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,320ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,375TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,320TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,054ExcessRevenueOverExpensesAmt
Net Investment Income$1,859NetInvestmentIncomeAmt
Adjusted Net Income$1,646AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,100CashBOYAmt
Cash EOY$1,977CashEOYAmt
Cash EOYFMV$1,977CashEOYFMVAmt
Corporate Stock BOY$63,992CorporateStockBOYAmt
Corporate Stock EOY$94,955CorporateStockEOYAmt
Corporate Stock EOYFMV$94,955CorporateStockEOYFMVAmt
Total Assets BOY$66,092TotalAssetsBOYAmt
Total Assets EOY$96,932TotalAssetsEOYAmt
Total Assets EOYFMV$96,932TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$79,765CapitalStockBOYAmt
Capital Stock EOY$69,788CapitalStockEOYAmt
Retained Earning BOY-$13,673RetainedEarningBOYAmt
Retained Earning EOY$27,144RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$66,092TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$96,932TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$66,092TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$96,932TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$66,092TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,054ExcessRevenueOverExpensesAmt
Other Increases$34,894OtherIncreasesAmt
Subtotal$96,932SubtotalAmt
Tot Net Ast Or Fund Balances EOY$96,932TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$213CapitalGainNetIncomeAmt

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$37InvestmentIncomeExciseTaxAmt
Subtotal$37SubtotalAmt
Tax Based On Investment Income$37TaxBasedOnInvestmentIncomeAmt
Tax Due$37TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
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
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 LNAUSTINTX78739PRESIDENT1.00$0$0$0
JANE E DEWANE
12312 GATLING GUN LNAUSTINTX78739V/P, SEC'Y1.00$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)
Description1HEROIC MEDIA 5806 MESA DRIVE, SUITE 310 AUSTIN, TX 78731Description1Txt
Expenses1$300Expenses1Amt
Description2ST. JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS, TN 38105Description2Txt
Expenses2$200Expenses2Amt
Description3THE SALVATION ARMY 4216 SOUTH CONGRESS AVE AUSTIN, TX 78745Description3Txt
Expenses3$200Expenses3Amt
Description4BEN HUR SHRINERS 7811 ROCKWOOD LANE AUSTIN, TX 78757Description4Txt
Expenses4$200Expenses4Amt

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$75,176AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,038AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$11,134FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$88,348TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$88,348AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,325CashDeemedCharitableAmt
Net Vl Noncharitable Assets$87,023NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,351MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,351MinimumInvestmentReturnAmt
Tax Based On Investment Income$37TaxBasedOnInvestmentIncomeAmt
Total Tax$37TotalTaxAmt
Distributable Before Adj$4,314DistributableBeforeAdjAmt
Distributable Before Ded$4,314DistributableBeforeDedAmt
Distributable As Adjusted$4,314DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,320ExpensesAndContributionsAmt
Qualifying Distributions$3,320QualifyingDistributionsAmt
Adjusted Qualifying Distri$3,320AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,314DistributableAsAdjustedAmt
Undistributed Income PY$2,940UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$159ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$469ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$628TotalExcessDistributionCyovAmt
Qualifying Distributions$3,320QualifyingDistributionsAmt
Applied To Year1$2,940AppliedToYear1Amt
Applied To Current Year$380AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$628ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$628ExcessDistributionCyovAppCYAmt
Undistributed Income CY$3,306UndistributedIncomeCYAmt

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$3,320Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,320TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,646RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$325RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,321RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,321TotalIncomeProducingActyAmt

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$650Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetICON ENERGY FUNDAssetDesc
Acquired2008-11AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2014-12SoldDt
Gross Sales Price$3,000GrossSalesPriceAmt
Basis$3,538BasisAmt
Total Net-$538TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BRANDYWINE BLUE FUND
ICON ENERGY FUND$1,071$1,071
AMG FUNDS$1,334$1,334
TARGET CORP$30,364$30,364
ISHARES TR SELECT$7,146$7,146
LOWES COMPANIES$55,040$55,040

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGES IN MARKET VALUEDesc
Amt$34,894Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$1,388Amt

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