DEWANE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
DEWANE FAMILY CHARITABLE FOUNDATION (EIN 75-2707960)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-06-26
IRS object ID
201401779349100205
Schema version
2013v3.1
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)
Return2014-06-26T10:43:51-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN751735035PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BURGESS COMPANY PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15425 PHILIP AVENUEAddressLine1
CityDALLASCity
StateTXState
ZIP Code75223ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752707960EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEWANE FAMILY CHARITABLE FOUNDATIONBusinessNameLine1
Business Name Line2C/O PATRICK E DEWANEBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlDEWABusinessNameControlTxt
Phone5122806608PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112312 GATLING GUN LANEAddressLine1
CityAUSTINCity
StateTXState
ZIP Code787394811ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICK E DEWANEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5122806608PhoneNum
Signature2014-06-26SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGEORGE T BURGESSPreparerPersonNm
PTINP00358288PTIN
Phone2148280114PhoneNum
Preparation2014-06-26PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$79,765FMVAssetsEOYAmt
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$1,427DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,427DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,427DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$409NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,802GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$102CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,836TotalRevAndExpnssAmt
Total Net Invst Incm$1,529TotalNetInvstIncmAmt
Total Adj Net Incm$1,427TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$800AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$1,301OtherProfFeesRevAndExpnssAmt
Printing And Pub Rev And Expnss$25PrintingAndPubRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,126TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,324ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,324ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,450TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,324TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,614ExcessRevenueOverExpensesAmt
Net Investment Income$1,529NetInvestmentIncomeAmt
Adjusted Net Income$1,427AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$572CashBOYAmt
Cash EOY$2,100CashEOYAmt
Cash EOYFMV$2,100CashEOYFMVAmt
Corporate Stock BOY$63,328CorporateStockBOYAmt
Corporate Stock EOY$63,992CorporateStockEOYAmt
Corporate Stock EOYFMV$77,665CorporateStockEOYFMVAmt
Total Assets BOY$63,900TotalAssetsBOYAmt
Total Assets EOY$66,092TotalAssetsEOYAmt
Total Assets EOYFMV$79,765TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$66,471CapitalStockBOYAmt
Capital Stock EOY$79,765CapitalStockEOYAmt
Retained Earning BOY-$2,571RetainedEarningBOYAmt
Retained Earning EOY-$13,673RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$63,900TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$66,092TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$63,900TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$66,092TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$63,900TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,614ExcessRevenueOverExpensesAmt
Other Increases$5,806OtherIncreasesAmt
Subtotal$66,092SubtotalAmt
Tot Net Ast Or Fund Balances EOY$66,092TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$102CapitalGainNetIncomeAmt

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$31InvestmentIncomeExciseTaxAmt
Subtotal$31SubtotalAmt
Tax Based On Investment Income$31TaxBasedOnInvestmentIncomeAmt
Tax Due$31TaxDueAmt

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 AddressN/AWebsiteAddressTxt
Individual With BooksPATRICK E DEWANEIndividualWithBooksNm
Phone5122806608PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112312 GATLING GUN LANEAddressLine1
CityAUSTINCity
StateTXState
ZIP Code78739ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PATRICK E DEWANE
12312 GATLING GUN LNAUSTINTX78739PRESIDENT8.00$0$0$0
JANE E DEWANE
12312 GATLING GUN LNAUSTINTX78739V/P, SEC'Y8.00$0$0$0
GEORGE T BURGESS
5425 PHILIP AVEDALLASTX75223DIRECTOR1.00$0$0$0
MICHAEL E DEWANE
12312 GATLING GUN LNAUSTINTX78739DIRECTOR1.00$0$0$0
KATHERINE DEWANE KRAMER
12312 GATLING GUN LNAUSTINTX78739DIRECTOR1.00$0$0$0
CHRISTOPHER T DEWANE
12312 GATLING GUN LNAUSTINTX78739DIRECTOR1.00$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)
Description1OUR LADY OF PEACE CATHOLIC CHURCH 19 STRAIGHT CREEK DR. DILLON, CO 80435Description1Txt
Expenses1$200Expenses1Amt
Description2ST. CATHERINE OF SIENNA CATHOLIC CHURCH 4800 CONVICT HILL AUSTIN, TEXAS 78739Description2Txt
Expenses2$800Expenses2Amt
Description3ST. NORBERT COLLEGE 100 GRANT STREET DE PERE, WI 54115Description3Txt
Expenses3$150Expenses3Amt
Description4CATHOLIC SERVICES APPEAL-GENERAL FUND PO BOX 15405 AUSTIN, TX 78761Description4Txt
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$77,665AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,100AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$79,765FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$159,530TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$159,530AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,393CashDeemedCharitableAmt
Net Vl Noncharitable Assets$157,137NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,857MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,857MinimumInvestmentReturnAmt
Tax Based On Investment Income$31TaxBasedOnInvestmentIncomeAmt
Total Tax$31TotalTaxAmt
Distributable Before Adj$7,826DistributableBeforeAdjAmt
Distributable Before Ded$7,826DistributableBeforeDedAmt
Distributable As Adjusted$7,826DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,324ExpensesAndContributionsAmt
Qualifying Distributions$3,324QualifyingDistributionsAmt
Adjusted Qualifying Distri$3,324AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,826DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$934ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$159ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$469ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,562TotalExcessDistributionCyovAmt
Qualifying Distributions$3,324QualifyingDistributionsAmt
Applied To Current Year$3,324AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$1,562ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,562ExcessDistributionCyovAppCYAmt
Undistributed Income CY$2,940UndistributedIncomeCYAmt

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 6RecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1STMT 6AddressLine1
Address Line2STMT 6AddressLine2
CityAUSTINCity
StateTXState
ZIP Code78739ZIPCode
FieldValueIRS element (for citing)
Grant Or Contribution PurposeOPERATING OR GENERAL FUNDGrantOrContributionPurposeTxt
Amt$3,324Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,324TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,427RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$409RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,836RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,836TotalIncomeProducingActyAmt

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$800Amt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (6 entries)

PATRICK E DEWANE
JANE E DEWANE
GEORGE T BURGESS
MICHAEL E DEWANE
KATHERINE DEWANE KRAMER
CHRISTOPHER T DEWANE

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
BRANDYWINE BLUE FUND2005-02PURCHASE2013-10$500$481$19
BRANDYWINE BLUE FUND2005-02PURCHASE2013-10$500$466$34
BRANDYWINE BLUE FUND2005-02PURCHASE2013-11$3,652$3,401$251
BRANDYWINE BLUE FUND2005-10PURCHASE2013-11$48$45$3

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BRANDYWINE BLUE FUND$1,229$1,229
ICON ENERGY FUND$4,155$5,066
TARGET CORP$24,300$25,308
ISHARES TR SELECT$5,348$6,422
LOWES COMPANIES$28,960$39,640

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionCHANGES IN MARKET VALUEDescription
Amount$5,806Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$1,301Amt

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