DEWANE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- DEWANE FAMILY CHARITABLE FOUNDATION (EIN 75-2707960)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-31
- IRS object ID
- 201131519349100308
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-31T11:19:49-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2011-05-31 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Prepared | 2011-05-31 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 66126 | 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 | 852 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 852 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 852 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -5031 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2259 | GrossSalesPrice |
| Total Revenue And Expenses | -4179 | TotalRevenueAndExpenses |
| Total Net Investment Income | 852 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 852 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 800 | AccountingFeesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 800 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 3007 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3007 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3807 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 3007 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -7986 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 852 | NetInvestmentIncome |
| Adjusted Net Income | 852 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2700 | CashBOY |
| Cash EOY | 1375 | CashEOY |
| Cash EOYFMV | 1375 | CashEOYFMV |
| Investments Corp Stock BOY | 61252 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 54591 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 64751 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 63952 | TotalAssetsBOY |
| Total Assets EOY | 55966 | TotalAssetsEOY |
| Total Assets EOYFMV | 66126 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 74166 | CapitalStockBOY |
| Capital Stock EOY | 63952 | CapitalStockEOY |
| Retained Earnings BOY | -10214 | RetainedEarningsBOY |
| Retained Earnings EOY | -7986 | RetainedEarningsEOY |
| Total Net Assets BOY | 63952 | TotalNetAssetsBOY |
| Total Net Assets EOY | 55966 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 63952 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 55966 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 63952 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -7986 | ExcessOfRevenueOverExpenses |
| Subtotal | 55966 | Subtotal |
| Total Net Assets Fund Balances EOY | 55966 | 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 | 17 | InvestmentIncomeExciseTax |
| Subtotal | 17 | Subtotal |
| Tax Based On Investment Income | 17 | TaxBasedOnInvestmentIncome |
| Tax Due | 17 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 |
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 |
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 | 10.00 | 0 | 0 | 0 |
| JANE E DEWANE | ||||||||
| 12312 GATLING GUN LN | AUSTIN | TX | 78739 | V/P, SEC'Y | 5.00 | 0 | 0 | 0 |
| GEORGE T BURGESS | ||||||||
| 5425 PHILIP AVE | DALLAS | TX | 75223 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MICHAEL E DEWANE | ||||||||
| 12312 GATLING GUN LN | AUSTIN | TX | 78739 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| KATHERINE DEWANE KRAMER | ||||||||
| 12312 GATLING GUN LN | AUSTIN | TX | 78739 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| CHRISTOPHER T DEWANE | ||||||||
| 12312 GATLING GUN LN | AUSTIN | TX | 78739 | DIRECTOR | 0.00 | 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 GENERAL FUND 19 STRAIGHT CREEK DRIVE DILLON, CO 80435 | Description1 |
| Expenses1 | 1000 | Expenses1 |
| Description2 | ST.CATHERINE OF SIENA CATHOLIC CHURCH-GENERAL FUND 4800 CONVICT HILL RD. AUSTIN,TX 78739 | Description2 |
| Expenses2 | 400 | Expenses2 |
| Description3 | DISABLED VETERANS---OPERATING FUND PO BOX 14301 CINCINNATI, OH 45250 | Description3 |
| Expenses3 | 200 | Expenses3 |
| Description4 | CATHOLIC SERVICES APPEAL-GENERAL FUND PO BOX 15405 AUSTIN, TX 78761 | Description4 |
| Expenses4 | 150 | Expenses4 |
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 | 63584 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1038 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 64622 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 64622 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 969 | CashDeemedCharitable |
| Net Noncharitable Assets | 63653 | NetNoncharitableAssets |
| Minimum Investment Return | 3183 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 3183 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 17 | TaxBasedOnInvestmentIncome |
| Total Tax | 17 | TotalTax |
| Distributable Amount Before Adj | 3166 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 3166 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 3166 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 3007 | ExpensesAndContributions |
| Qualifying Distributions | 3007 | QualifyingDistributions |
| Adj Qualifying Distributions | 3007 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3166 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 5172 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 877 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 934 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 6983 | TotalExcessDistriCarryover |
| Qualifying Distributions | 3007 | QualifyingDistributions |
| Applied To Current Year | 3007 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 159 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 159 | ExcessDistriCyovAppliedCY |
| Total Corpus | 6824 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 6824 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 5013 | ExcessFromYear4 |
| Excess From Year3 | 877 | ExcessFromYear3 |
| Excess From Year2 | 934 | ExcessFromYear2 |
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 | $3,007 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3007 | 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 | 852 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -5031 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -4179 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -4179 | 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 | 170 SH DELL INC. COMPUTER | Name |
| Date Acquired | 1999-12 | DateAcquired |
| How Acquired | PURCHASE | HowAcquired |
| Date Sold | 2010-12 | DateSold |
| Gross Sales Price | 2259 | GrossSalesPrice |
| Basis | 7290 | Basis |
| Total Net | -5031 | TotalNet |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (8 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BRANDYWINE BLUE FUND | 6068 | 6068 |
| ICON ENERGY FUND | 4042 | 4042 |
| TARGET CORP., 400 SHARES | 24052 | 24052 |
| ISHARES DOWN JONES SELECT | 4487 | 4487 |
| DELL COMPUTER | ||
| LOWES COMPANIES | 9904 | 20064 |
| CGM FOCUS FUND | 6038 | 6038 |
| MARKET VALUE CHANGE |
Comments