WEIR FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WEIR FAMILY FOUNDATION (EIN 20-4393788)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201113189349100216
- Schema version
- 2010v3.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T08:03:10-08:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204393788 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEIR FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEIR | NameControl |
| Phone | 7132243100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 TRAVIS | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD V WEIR | Name |
| Title | Director | Title |
| Date Signed | 2011-11-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 64489 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 7776 | ContriReceivedRevAndExpnss |
| Net Gain Sale Assets Rev And Expnss | 7776 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 7776 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7776 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 7776 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 15552 | TotalRevenueAndExpenses |
| Total Net Investment Income | 7776 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 7776 | TotalAdjustedNetIncome |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 75 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 75 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 75 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 15477 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 7776 | NetInvestmentIncome |
| Adjusted Net Income | 7776 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 438 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 8139 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 8139 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 27219 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 27219 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 56350 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 27657 | TotalAssetsBOY |
| Total Assets EOY | 35358 | TotalAssetsEOY |
| Total Assets EOYFMV | 64489 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 27657 | CapitalStockBOY |
| Capital Stock EOY | 35358 | CapitalStockEOY |
| Total Net Assets BOY | 27657 | TotalNetAssetsBOY |
| Total Net Assets EOY | 35358 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 27657 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 35358 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 27657 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 15477 | ExcessOfRevenueOverExpenses |
| Subtotal | 43134 | Subtotal |
| Other Decreases | 7776 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 35358 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7776 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 7776 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Noncharitable Assets Year1 | 26174 | NoncharitableAssetsYear1 |
| Qualifying Distributions Year2 | 4000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 29954 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.13354 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 36157 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 48331 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.74811 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 25297 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 79287 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.31906 | DistributionRatioYear4 |
| Total Distribution Ratio | 1.20071 | TotalDistributionRatio |
| Average Distribution Ratio | 0.30018 | AverageDistributionRatio |
| Net Noncharitable Assets | 43866 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 13168 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 78 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 13246 | AdjNonchrtblAssetsAndOnePct |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 156 | InvestmentIncomeExciseTax |
| Subtotal | 156 | Subtotal |
| Tax Based On Investment Income | 156 | TaxBasedOnInvestmentIncome |
| Tax Due | 156 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| 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 |
| Form990 T Filed | false | Form990TFiled |
| 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DON WEIR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7132504118 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 TRAVIS SUITE 5800 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77002 | 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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| SHANNON WEIR | ||||||
| 4013 W ALABAMA | HOUSTON | TX | 77027 | Director | 0.00 | 0 |
| ERIC WEIR | ||||||
| 4013 W ALABAMA | HOUSTON | TX | 77027 | Director | 0.00 | 0 |
| LISA WEIR | ||||||
| 5418 BLOSSOM | HOUSTON | TX | 77027 | Director | 0.00 | 0 |
| PAUL TATE | ||||||
| 12402 HUNTINGWICK | HOUSTON | TX | 77024 | Director | 0.00 | 0 |
| LARA TATE | ||||||
| 12402 HUNTINHWICK | HOUSTON | TX | 77024 | Director | 0.00 | 0 |
| JULIE WEIR | ||||||
| 303 GREENBELT | HOUSTON | TX | 77079 | Director | 0.00 | 0 |
| DONALD V WEIR | ||||||
| 303 GREENBELT | HOUSTON | TX | 77002 | Foundation Mana | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 43556 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 978 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 44534 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 44534 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 668 | CashDeemedCharitable |
| Net Noncharitable Assets | 43866 | NetNoncharitableAssets |
| Minimum Investment Return | 2193 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2193 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 156 | TaxBasedOnInvestmentIncome |
| Total Tax | 156 | TotalTax |
| Distributable Amount Before Adj | 2037 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 2037 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 2037 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2037 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 22671 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 33826 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 2505 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 59002 | TotalExcessDistriCarryover |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 2037 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 2037 | ExcessDistriCyovAppliedCY |
| Total Corpus | 56965 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 56965 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 20634 | ExcessFromYear4 |
| Excess From Year3 | 33826 | ExcessFromYear3 |
| Excess From Year2 | 2505 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD V WEIR | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $7,776 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,776 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 7776 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ERIC WEIR | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12211 MOSSYCUP | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 7166 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 1000 SHS GRAN TIERRA ENERGY | NoncashPropertyDescription |
| Fair Market Value | 7166 | FairMarketValue |
| Date Received | 2010-12-10 | DateReceived |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCESS FMV OVER BASIS- STOCK GRANT | Description |
| Amount | $7,776 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 75 | RevenueAndExpensesPerBooks |
Comments