DEWANE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DEWANE FAMILY CHARITABLE FOUNDATION (EIN 75-2707960)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-26
- IRS object ID
- 201332079349100413
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-26T16:43:57-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURGESS COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5425 PHILIP AVENUE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75223 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752707960 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEWANE FAMILY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O PATRICK E DEWANE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DEWA | NameControl |
| Phone | 5122806608 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12312 GATLING GUN LANE | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 787394811 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICK E DEWANE | Name |
| Title | PRESIDENT | Title |
| Phone | 5122806608 | Phone |
| Date Signed | 2013-07-26 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE T BURGESS | Name |
| Phone | 2148280114 | Phone |
| Date Prepared | 2013-07-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 66471 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 1257 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1257 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 1257 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -191 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1150 | GrossSalesPrice |
| Total Revenue And Expenses | 1066 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1257 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1257 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 800 | AccountingFeesRevAndExpnss |
| Printing And Pub Rev And Expnss | 25 | PrintingAndPubRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 825 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2812 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2812 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3637 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2812 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2571 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1257 | NetInvestmentIncome |
| Adjusted Net Income | 1257 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1853 | CashBOY |
| Cash EOY | 572 | CashEOY |
| Cash EOYFMV | 572 | CashEOYFMV |
| Investments Corp Stock BOY | 46742 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 63328 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 65899 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 48595 | TotalAssetsBOY |
| Total Assets EOY | 63900 | TotalAssetsEOY |
| Total Assets EOYFMV | 66471 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 55966 | CapitalStockBOY |
| Capital Stock EOY | 66471 | CapitalStockEOY |
| Retained Earnings BOY | -7371 | RetainedEarningsBOY |
| Retained Earnings EOY | -2571 | RetainedEarningsEOY |
| Total Net Assets BOY | 48595 | TotalNetAssetsBOY |
| Total Net Assets EOY | 63900 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 48595 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 63900 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 48595 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2571 | ExcessOfRevenueOverExpenses |
| Other Increases | 17876 | OtherIncreases |
| Subtotal | 63900 | Subtotal |
| Total Net Assets Fund Balances EOY | 63900 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | true | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 25 | InvestmentIncomeExciseTax |
| Subtotal | 25 | Subtotal |
| Tax Based On Investment Income | 25 | TaxBasedOnInvestmentIncome |
| Tax Due | 25 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | PATRICK E DEWANE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5122806608 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12312 GATLING GUN LANE | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78739 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| PATRICK E DEWANE | ||||||||
| 12312 GATLING GUN LN | AUSTIN | TX | 78739 | PRESIDENT | 8.00 | 0 | 0 | 0 |
| JANE E DEWANE | ||||||||
| 12312 GATLING GUN LN | AUSTIN | TX | 78739 | V/P, SEC'Y | 8.00 | 0 | 0 | 0 |
| GEORGE T BURGESS | ||||||||
| 5425 PHILIP AVE | DALLAS | TX | 75223 | DIRECTOR | 8.00 | 0 | 0 | 0 |
| MICHAEL E DEWANE | ||||||||
| 12312 GATLING GUN LN | AUSTIN | TX | 78739 | DIRECTOR | 8.00 | 0 | 0 | 0 |
| KATHERINE DEWANE KRAMER | ||||||||
| 12312 GATLING GUN LN | AUSTIN | TX | 78739 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| CHRISTOPHER T DEWANE | ||||||||
| 12312 GATLING GUN LN | AUSTIN | TX | 78739 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OUR LADY OF PEACE CATHOLIC CHURCH 19 STRAIGHT CREEK DR. DILLON, CO 80435 | Description1 |
| Description2 | ST. CATHERINE OF SIENNA CATHOLIC CHURCH 4800 CONVICT HILL AUSTIN, TEXAS 78739 | Description2 |
| Description3 | ST. NORBERT COLLEGE 100 GRANT STREET DE PERE, WI 54115 | Description3 |
| Description4 | CATHOLIC SERVICES APPEAL-GENERAL FUND PO BOX 15405 AUSTIN, TX 78761 | Description4 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 66470 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 570 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 67040 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 67040 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1006 | CashDeemedCharitable |
| Net Noncharitable Assets | 66034 | NetNoncharitableAssets |
| Minimum Investment Return | 3302 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 3302 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 25 | TaxBasedOnInvestmentIncome |
| Total Tax | 25 | TotalTax |
| Distributable Amount Before Adj | 3277 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 3277 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 3277 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2812 | ExpensesAndContributions |
| Qualifying Distributions | 2812 | QualifyingDistributions |
| Adj Qualifying Distributions | 2812 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3277 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 877 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 934 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 159 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 469 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2439 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2812 | QualifyingDistributions |
| Applied To Current Year | 2812 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 465 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 465 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1974 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 412 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1562 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 934 | ExcessFromYear4 |
| Excess From Year3 | 159 | ExcessFromYear3 |
| Excess From Year1 | 469 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | SEE STMT 6 | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | STMT 6 | AddressLine1 |
| Address Line2 | STMT 6 | AddressLine2 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78739 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant Or Contribution | OPERATING OR GENERAL FUND | PurposeOfGrantOrContribution |
| Amount | $2,812 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2812 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1257 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -191 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1066 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1066 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BURGESS COMPANY | Category |
| Amount | $800 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (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 GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRANDYWINE BLUE FUND | Name |
| Date Acquired | 2010-06 | DateAcquired |
| How Acquired | PURCHASE | HowAcquired |
| Date Sold | 2012-11 | DateSold |
| Gross Sales Price | 1150 | GrossSalesPrice |
| Basis | 1341 | Basis |
| Total Net | -191 | TotalNet |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BRANDYWINE BLUE FUND | 2094 | 4665 |
| ICON ENERGY FUND | 3999 | 3999 |
| TARGET CORP., 400 SHARES | 23668 | 23668 |
| ISHARES DOWN JONES SELECT | 5151 | 5151 |
| LOWES COMPANIES | 28416 | 28416 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGES IN MARKET VALUE | Description |
| Amount | $17,876 | Amount |
Comments