CHESMAR FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHESMAR FOUNDATION (EIN 46-4136065)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-27
- IRS object ID
- 202521479349100407
- Schema version
- 2024v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-27T08:54:42-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 994260840 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOEREN MAYHEW | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 NORTH LOOP WEST SUITE 600 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464136065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHESMAR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHES | BusinessNameControlTxt |
| Phone | 8322530110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 WILDWOOD FOREST DRIVE SUITE 80 | AddressLine1Txt |
| City | THE WOODLANDS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DON KLEIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8322530110 | PhoneNum |
| Signature | 2025-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | UGO ONWUDIEGWU | PreparerPersonNm |
| PTIN | P00925628 | PTIN |
| Phone | 7137897077 | PhoneNum |
| Preparation | 2025-05-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,957,158 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,506,633 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $984,255 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $984,255 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $740,582 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,000,703 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $740,582 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,231,470 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,724,837 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,661 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,661 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,909 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,454 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,455 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $21,653 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,652 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,652 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,875 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,454 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,768 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,330,464 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,330,464 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,373,339 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,454 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,349,232 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,858,131 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,722,383 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,630,329 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,734,102 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,734,102 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $19,503,200 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,837,920 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,958,500 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $640,082 | CorporateStockBOYAmt |
| Corporate Stock EOY | $640,081 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $877,560 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $401,732 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $386,996 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $28,773,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,613,835 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,957,158 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $28,773,611 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $30,613,835 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,773,611 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,613,835 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,773,611 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,613,835 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,773,611 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,858,131 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,893 | OtherIncreasesAmt |
| Subtotal | $30,643,635 | SubtotalAmt |
| Other Decreases | $29,800 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,613,835 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADE SECURITIES | $37,000,000 | $36,260,121 | $739,879 | $739,879 |
| CAPITAL GAIN DISTRIBUTIONS | $703 | $703 | $703 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $740,582 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,941 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,941 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,941 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $13,541 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DON KLEIN | IndividualWithBooksNm |
| Phone | 8322530110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WATERTREE CT | AddressLine1Txt |
| City | THE WOODLANDS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONALD P KLEIN | ||||||||
| 1 WATERTREE CT | THE WOODLANDS | TX | 77380 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JANET L KLEIN | ||||||||
| 1 WATERTREE COURT | THE WOODLANDS | TX | 77380 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DONALD P KLEIN | ||||||||
| 1 WATERTREE COURT | THE WOODLANDS | TX | 77380 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JEANNE TOTH | ||||||||
| 14 CLASSIC OAKS PLACE | THE WOODLANDS | TX | 77382 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SETH TOBEY | ||||||||
| 2518 PINE BEND DRIVE | KINGWOOD | TX | 77339 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JANA BLACKBURN | ||||||||
| 6319 PICKENS STREET | HOUSTON | TX | 77007 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LAURIE TARVER | ||||||||
| 2404 EAGLE NARROWS COURT | FT WORTH | TX | 76179 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,620,470 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,562,295 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,182,765 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,182,765 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $422,741 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,760,024 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,388,001 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,388,001 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,941 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,941 | TotalTaxAmt |
| Distributable Before Adj | $1,364,060 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $11,893 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,375,953 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,375,953 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,349,232 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,349,232 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,375,953 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $50,138 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $47,703 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $73,561 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $107,590 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $695,171 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $974,163 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,349,232 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,375,953 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,973,279 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,947,442 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $50,138 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,897,304 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $47,703 | ExcessFromYear4Amt |
| Excess From Year3 | $73,561 | ExcessFromYear3Amt |
| Excess From Year2 | $107,590 | ExcessFromYear2Amt |
| Excess From Year1 | $695,171 | ExcessFromYear1Amt |
| Excess From Current Year | $2,973,279 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD P KLEIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KHIABETT FLORES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 WILDWOOD FOREST DRIVE SUITE 803 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2815981111 | RecipientPhoneNum |
| Form And Info And Materials | SCHOLARSHIP APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHESMAR HOMES, LLC'S EMPLOYEES AND SUBCONTRACTOR EMPLOYEES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIDVANTAGE | |||||||
| PO BOX 4450 | PORTLAND | OR | 97208 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ALAMO COLLEGE FOUNDATION | |||||||
| 1819 N MAIN AVE | SAN ANTONIO | TX | 78212 | NONE | PC | SCHOLARSHIP | $750,000 |
| ALMA COLLEGE BAILEY SMITH | |||||||
| 614 W SUPERIOR ST | ALMA | MI | 48801 | NONE | PC | SCHOLARSHIP | $6,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 6055 SOUTH LOOP E | HOUSTON | TX | 77087 | NONE | PC | GENERAL SUPPORT | $100,000 |
| ANGEL REACH ORGANIZATION | |||||||
| 900 W DALLAS ST | CONROE | TX | 77301 | NONE | PC | GENERAL SUPPORT | $109,020 |
| ANGELO STATE UNIVERSITY | |||||||
| ASU STATION 11015 | SAN ANGELO | TX | 76909 | NONE | PC | SCHOLARSHIP | $6,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 6765 HWY 79 S | WICHITA FALLS | TX | 76310 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BREAKTHROUGH HOUSTON | |||||||
| 2401 CLAREMONT LANE | HOU | TX | 77019 | NONE | PC | GENERAL SUPPORT | $100,000 |
| BRIGHAM YOUNG UNIVERSITY | |||||||
| 525 S CENTER ST | REXBURG | IN | 83460 | NONE | PC | SCHOLARSHIP | $6,000 |
| CASA CHILD ADVOCATES OF MONTGOMERY COUNTY | |||||||
| 505 N MAIN ST | CONROE | TX | 77301 | NONE | PC | GENERAL SUPPORT | $115,000 |
| CASSIDY ANDREWS | |||||||
| 1728 MOUNTAIN COVE | SAN ANTONIO | TX | 78258 | NONE | I | SCHOLARSHIP | $2,852 |
| CHATTANOOGA ST TECH COMM COLLEGE | |||||||
| 4501 AMNICOLA HIGHWAY | CHATTANOOGA | TN | 37406 | NONE | PC | GENERAL SUPPORT | $6,000 |
| CHESTERTOWN HIGH SCHOOL | |||||||
| 25301 LAMBS MEADOW ROAD | WORTON | MD | 21678 | NONE | PC | SCHOLARSHIP | $2,000 |
| CHILDREN'S MIRACLE NETWORK | |||||||
| 2101 SPEEDWAY D7500 | AUSTIN | TX | 78712 | NONE | PC | GENERAL SUPPORT | $535 |
| CONSTRUCTION CAREERS ACADEMY | |||||||
| 9411 MILITARY DRIVE WEST | SAN ANTONIO | TX | 78251 | NONE | PC | SCHOLARSHIP | $2,000 |
| CONSTRUCTION INDUSTRY EDUCATION FOUNDATION | |||||||
| 5370 ELVAS AVENUE | SACRAMENTO | CA | 95819 | NONE | PC | GENERAL SUPPORT | $20,000 |
| DALLAS COMMUNITY COLLEGE FOUNDATION | |||||||
| 1601 S LAMAR ST | DALLAS | TX | 75215 | NONE | PC | SCHOLARSHIP | $1,000,000 |
| DONORSCHOOSE | |||||||
| 134 W 37TH ST FLOOR 11 | NEW YORK | NY | 10018 | NONE | PC | CLASSROOM SUPPLIES | $100,000 |
| FERRIS STATE UNIVERSITY | |||||||
| UAM 420 OAK STREET BUILDING PRAKKE | BIG RAPIDS | MI | 49307 | NONE | PC | SCHOLARSHIP | $3,000 |
| GHBA CHARITABLE FOUNDATION | |||||||
| 9511 W SAM HOUSTON PARKWAY N | HOU | TX | 77064 | NONE | PC | GENERAL SUPPORT | $20,000 |
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | NONE | PC | SCHOLARSHIP | $5,596 |
| HARVARD UNIVERSITY | |||||||
| 1350 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | NONE | PC | SCHOLARSHIP | $6,000 |
| HOLY CROSS ST MARTIN'S UNIV HALSTEAD | |||||||
| 5000 ABBEY WAY SE STREET | LACEY | WA | 98503 | NONE | PC | SCHOLARSHIP | $6,000 |
| HOMEAID HOUSTON | |||||||
| 9511 W SAM HOUSTON PARKWAY N | HOU | TX | 77064 | NONE | PC | GENERAL SUPPORT | $37,145 |
| HOUSTON CHRISTIAN UNIVERSITY | |||||||
| 7502 FONDREN RD | HOU | TX | 77074 | NONE | PC | SCHOLARSHIP | $6,000 |
| JAMES COOK UNIVERSITY AMERICAN FOUNDATION | |||||||
| 309 W GRAY ST | NORMAN | OK | 73069 | NONE | PC | SCHOLARSHIP | $400,000 |
| JAMES MADISON UNIVERSITY | |||||||
| 738 SOUTH MASON STREET MSC 3516 | HARRISONBURG | VA | 22807 | NONE | PC | SCHOLARSHIP | $6,000 |
| KYLIE HYDE | |||||||
| 702 E OSBORN RD STE 200 | PHOENIX | AZ | 85014 | NONE | I | CEA STUDY ABROAD | $5,000 |
| LITERACY NOW HOUSTON | |||||||
| 14781 MEMORIAL DR | HOUSTON | TX | 77079 | NONE | PC | GENERAL SUPPORT | $110,125 |
| LONE STAR COLLEGE FOUNDATION | |||||||
| 5000 RESEARCH FOREST DRIVE | THE WOODLANDS | TX | 77381 | NONE | PC | GENERAL SUPPORT | $432,650 |
| MARYVILLE U GUERRERO | |||||||
| 650 MARYVILLE UNIVERSITY DR | ST LOUIS | MO | 63141 | NONE | PC | SCHOLARSHIP | $3,160 |
| MARYVILLE UNIVERSITY OF ST LOUIS | |||||||
| 650 MARYVILLE UNIVERSITY DR | ST LOUIS | MO | 63141 | NONE | PC | SCHOLARSHIP | $1,067 |
| NEW HOPE HOUSING | |||||||
| 3315 HARRISBURG BOULEVARD SUITE 400 | HOU | TX | 77003 | NONE | PC | SCHOLARSHIP | $250,000 |
| NORTH CAROLINA STATE UNIVERSITY | |||||||
| 2005 HARRIS HALL BOX 7213 | RALEIGH | NC | 27695 | NONE | GOV | SCHOLARSHIP | $6,000 |
| NORTHWEST VISTA COLLEGE | |||||||
| 3535 N ELLISON DRIVE | SAN ANTONIO | TX | 78251 | NONE | PC | SCHOLARSHIP | $698 |
| OAK U NARSUCH | |||||||
| 318 MEADOWN BROOK RD | ROCHESTER | MI | 48309 | NONE | PC | SCHOLARSHIP | $6,000 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVE STE 200 | MANHATTAN BEACH | CA | 90266 | NONE | PC | GENERAL SUPPORT | $10,000 |
| PRAIRIE VIEW A&M UNIVERSITY | |||||||
| 700 UNIVERSITY DRIVE | PRAIRIE VIEW | TX | 77446 | NONE | PC | SCHOLARSHIP | $6,000 |
| REACH UNIVERSITY | |||||||
| 1221 PRESERVATION PARK WAY 100 | OAKLAND | CA | 94612 | NONE | PC | SCHOLARSHIP | $7,200 |
| SAM HOUSOTON STATE UNIVERISTY | |||||||
| 1806 AVENUE J | HUNTSVILLE | TX | 77340 | NONE | PC | SCHOLARSHIP | $6,000 |
| SAN JACINTO COLLEGE FOUNDATION | |||||||
| 4620 FAIRMONT PARKWAY STE A2-213 | PASADENA | TX | 77504 | NONE | PC | SCHOLARSHIP | $300,000 |
| SAN JACINTO COLLEGE FOUNDATION | |||||||
| 8060 SPENCER HWY | PASADENA | TX | 77505 | NONE | PC | SCHOLARSHIP | $2,683 |
| SLEEP IN HEAVENLY PEACE | |||||||
| 13000 JONES ROAD | HOUSTON | TX | 77070 | NONE | PC | GENERAL SUPPORT | $12,500 |
| ST MARTIN'S HALSTEAD | |||||||
| ONE CAMINO SANTA MARIA | SAN ANTONIO | TX | 78228 | NONE | PC | SCHOLARSHIP | $2,255 |
| ST MARY'S UNIVERSITY | |||||||
| ONE CAMINO SANTA MARIA | SAN ANTONIO | TX | 78228 | NONE | PC | SCHOLARSHIP | $6,000 |
| TAYLOR WILLET SAM HOUSTON STATE UNIVERSITY | |||||||
| BOX 2273 | HUNTSVILLE | TX | 77341 | NONE | PC | SCHOLARSHIP | $1,048 |
| TEXAS A&M UNIVERSITY | |||||||
| 6001 TAMU | COLLEGE STATION | TX | 77843 | NONE | PC | SCHOLARSHIP | $68,955 |
| TEXAS ARC WELDING ACADEMY | |||||||
| 1909 TREBLE DR | HUMBLE | TX | 77338 | NONE | PC | GENERAL SUPPORT | $6,000 |
| TEXAS STATE UNIVERSITY | |||||||
| 601 UNIVERSITY DRIVE | SAN MARCOS | TX | 78666 | NONE | PC | SCHOLARSHIP | $6,000 |
| TEXAS TECH UNIVERSITY | |||||||
| 2500 BROADWAY | LUBBOCK | TX | 79409 | NONE | PC | SCHOLARSHIP | $6,650 |
| THE BALLARD HOUSE | |||||||
| 21421 CINCO PARK RD | KATY | TX | 77450 | NONE | PC | SCHOLARSHIP | $1,000 |
| THE LANDING | |||||||
| 9894 BISSONNET ST SUITE 605 | HOUSTON | TX | 77036 | NONE | PC | GENERAL SUPPORT | $3,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 5433 WESTHEIMER RD | HOUSTON | TX | 77056 | NONE | PC | GENERAL SUPPORT | $36,000 |
| THE WOODLANDS FAMILY YMCA | |||||||
| 6145 SHADOWBEND PLACE | WOODLANDS | TX | 77381 | NONE | PC | GENERAL SUPPORT | $10,000 |
| TUSKEGEE UNIVERSITY | |||||||
| 1200 WEST MONTGOMERY ROAD | TUSKEGEE | AL | 36088 | NONE | GOV | SCHOLARSHIP | $6,000 |
| TX STATE UNIVERSITY | |||||||
| 601 UNIVERSITY DRIVE | SAN MARCOS | TX | 78666 | NONE | GOV | SCHOLARSHIP | $6,000 |
| US DEPARTMENT OF EDUCATION | |||||||
| PO BOX 790322 | SAINT LOUIS | MO | 63179 | NONE | GOV | STUDENT LOAN FORGIVENESS | $60,000 |
| UNIVERSITY OF ARKANSAS | |||||||
| 32002 SUE LN | PINEHURST | TX | 77362 | NONE | GOV | SCHOLARSHIP | $12,000 |
| UNIVERSITY OF HOUSTON DOWNTOWN | |||||||
| ONE MAIN STREET SUITE S350 | HOU | TX | 77002 | NONE | GOV | SCHOLARSHIP | $6,000 |
| UNIVERSITY OF HOUSTON | |||||||
| 4300 MARTIN LUTHER KING BLVD | HOU | TX | 77204 | NONE | GOV | SCHOLARSHIP | $12,000 |
| UNIVERSITY OF MARYLAND | |||||||
| 3841 CAMPUS DR | COLLEGE PARK | MD | 20742 | NONE | GOV | SCHOLARSHIP | $15,100 |
| UNIVERSITY OF NORTH CAROLINA CHAPPEL HILL | |||||||
| 450 RIDGE ROAH STE 2215 | CHAPEL HILL | NC | 27599 | NONE | GOV | SCHOLARSHIP | $12,000 |
| UNIVERSITY OF ST THOMAS | |||||||
| 3800 MONTROSE BLVD | HOUSTON | TX | 77006 | NONE | PC | SCHOLARSHIP | $7,238 |
| UT AUSTIN | |||||||
| 1616 GUADALUPE MAIL STOP E3700 | AUSTIN | TX | 78701 | NONE | GOV | SCHOLARSHIP | $6,000 |
| UTSA FERRER | |||||||
| ONE UTSA CIRCLE | SAN ANTONIO | TX | 78249 | NONE | GOV | SCHOLARSHIP | $4,706 |
| UTSA | |||||||
| ONE UTSA CIRCLE | SAN ANTONIO | TX | 78249 | NONE | GOV | SCHOLARSHIP | $6,000 |
| WHARTON COUNTY JUNIOR COLLEGE FOUNDATION | |||||||
| 911 E BOLING HWY | WHARTON | TX | 77488 | NONE | PC | SCHOLARSHIP | $35,281 |
| YOUTH MONTGOMERY COUNTY YOUTH SERVICES | |||||||
| 8701 NEW TRAILS DR S 118 | THE WOODLANDS | TX | 77381 | NONE | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,330,464 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $984,255 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $740,582 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,724,837 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,724,837 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DONALD P KLEIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WATERTREE CT | AddressLine1Txt |
| City | THE WOODLANDS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,909 | Amt |
| Net Investment Income | $2,454 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,455 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY | BondNm |
| EOY Book Value | $401,732 | EOYBookValueAmt |
| EOYFMV | $386,996 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC STOCK | $140,081 | $204,930 |
| VERIZON COMMUNICATIONS INC STOCK | $100,000 | $79,980 |
| PRUDENTIAL INSURANCE | $400,000 | $592,650 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,837,920 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,958,500 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,661 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,661 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $29,800 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRAVEL | $2,890 | $0 | $2,890 |
| MEALS | $427 | $0 | $427 |
| MEETING | $335 | $0 | $335 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Amt | $11,893 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD P KLEIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WATERTREE CT | AddressLine1Txt |
| City | THE WOODLANDS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $21,653 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |