STRATEGY STUDIO / PUBLIC DATA EXPLORER

WEIR FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WEIR FAMILY FOUNDATION (EIN 20-4393788)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202243199349105514
Schema version
2021v4.0
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)
Return2022-11-15T11:40:17-08:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN852727538PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1John A Smith PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17 Oakley Downs PlAddressLine1Txt
CityThe WoodlandsCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77382ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204393788EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WEIR FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWEIRBusinessNameControlTxt
Phone7132205118PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 TRAVIS 5900AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONALD V WEIRPersonNm
Person TitleFoundation ManaPersonTitleTxt
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDONALD VPersonFirstNm
Person LastWEIRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN A SMITHPreparerPersonNm
PTINP00454409PTIN
Phone7137020612PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$55,764FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$139,770ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$7InterestOnSavingsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$13,810NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$182,244GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,810CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$14,095NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$153,587TotalRevAndExpnssAmt
Total Net Invst Incm$13,817TotalNetInvstIncmAmt
Total Adj Net Incm$14,102TotalAdjNetIncmAmt
Taxes Rev And Expnss$18TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$100OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$100OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$118TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$100TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$100TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$204,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$204,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$204,318TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$100TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$100TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$204,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$50,731ExcessRevenueOverExpensesAmt
Net Investment Income$13,717NetInvestmentIncomeAmt
Adjusted Net Income$14,002AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$86,233CashBOYAmt
Cash EOY$53,787CashEOYAmt
Cash EOYFMV$53,787CashEOYFMVAmt
Corporate Stock BOY$28,150CorporateStockBOYAmt
Corporate Stock EOY$9,865CorporateStockEOYAmt
Corporate Stock EOYFMV$1,977CorporateStockEOYFMVAmt
Total Assets BOY$114,383TotalAssetsBOYAmt
Total Assets EOY$63,652TotalAssetsEOYAmt
Total Assets EOYFMV$55,764TotalAssetsEOYFMVAmt
Loans From Officers BOY$1,250LoansFromOfficersBOYAmt
Loans From Officers EOY$1,250LoansFromOfficersEOYAmt
Total Liabilities BOY$1,250TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,250TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$113,133CapitalStockBOYAmt
Capital Stock EOY$62,402CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$113,133TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$62,402TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$114,383TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$63,652TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$113,133TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$50,731ExcessRevenueOverExpensesAmt
Subtotal$62,402SubtotalAmt
Tot Net Ast Or Fund Balances EOY$62,402TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
REPORTED BY PERSHING_ACCT NO 5MJ-760030P2021-01-012021-12-31$42,760$28,665$14,095$14,095
REPORTED BY PERSHING_ACCT NO 5MJ-760030P2001-01-012021-12-31$139,484$139,769-$285-$285
FieldValueIRS element (for citing)
Capital Gain Net Income$13,810CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$14,095NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$191InvestmentIncomeExciseTaxAmt
Subtotal$191SubtotalAmt
Tax Based On Investment Income$191TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$1,400ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,400TotalPaymentsAndCreditsAmt
Overpayment$1,209OverpaymentAmt
Applied To ES Tax$1,209AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DON WEIRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7132205118PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1600 TRAVIS SUITE 5900AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DONALD V WEIR
12403 OVERCUPHOUSTONTX77024Foundation Mana0.00$0
JULIE WEIR
12403 OVERCUPHOUSTONTX77024Director0.00$0
LARA TATE
12402 HUNTINHWICKHOUSTONTX77024Director0.00$0
PAUL TATE
12402 HUNTINGWICKHOUSTONTX77024Director0.00$0
LISA WEIR
12427 BROKEN ARROW STREETHOUSTONTX77024Director0.00$0
ERIC WEIR
12211OVERCUPTX77024Director0.00$0
SHANNON WEIR
12211 OVERCUPHOUSTONTX77024Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,646AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$88,549AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$97,195TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$97,195AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,458CashDeemedCharitableAmt
Net Vl Noncharitable Assets$95,737NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,787MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,787MinimumInvestmentReturnAmt
Tax Based On Investment Income$191TaxBasedOnInvestmentIncomeAmt
Total Tax$191TotalTaxAmt
Distributable Before Adj$4,596DistributableBeforeAdjAmt
Distributable Before Ded$4,596DistributableBeforeDedAmt
Distributable As Adjusted$4,596DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$204,200ExpensesAndContributionsAmt
Qualifying Distributions$204,200QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,596DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$49,546ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$36,632ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$35,016ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$23,648ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$93,175ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$238,017TotalExcessDistributionCyovAmt
Qualifying Distributions$204,200QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,596AppliedToCurrentYearAmt
Remaining Distri From Corpus$199,604RemainingDistriFromCorpusAmt
Total Corpus$437,621TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$49,546ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$388,075ExcessDistriCyovToNextYrAmt
Excess From Year4$36,632ExcessFromYear4Amt
Excess From Year3$35,016ExcessFromYear3Amt
Excess From Year2$23,648ExcessFromYear2Amt
Excess From Year1$93,175ExcessFromYear1Amt
Excess From Current Year$199,604ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDONALD V WEIRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
THE RISE SCHOOL
5618 H MARK CROSSWELL JR STREETHOUSTONTX77021PCEXEMPT FUNCTION$26,500
FIRST BAPTIST CHURCH
7401 KATY FWYHOUSTONTX77024PUBLICEXEMPT FUNCTION$125,000NONE
YOUNG LIFE
PO BOX 2920COLORADO SPRINGSCO80901PCEXEMPT FUNCTION$24,000
CHARM PRISON MINISTRY
1901 NORCREST DRHOUSTONTX77055PCEXEMPT FUNCTION$5,000NONE
BUFFALO BAYOU PARTNERSHIP
1019 Commerce SHOUSTONTX77002PCEXEMPT FUNCTION$6,000NONE
ALZHEMIERS ASSOCIATION
6055 S LOOP EHOUSTONTX77087PCEXEMPT FUNCTION$1,000NONE
CRIME STOPPERS
3001 MAIN STHOUSTONTX77002PCEXEMPT FUNCTION$5,500NONE
HOUSTON CHRISTIAN FOUNDATION
4545 POST OADK PL DR 201HOUSTONTX77027PCEXEMPT FUNCTION$1,200NONE
BELONG KITCHEN
9654 GAYLORD DRHOUSTONTX77024PCEXEMPT FUNCTION$10,000NONE
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$204,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,810RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7ExclusionAmt
Related Or Exempt Function Incm$13,810RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,817TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDON AND JULIE WEIRContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line112403 OVERCCUPAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77024ZIPCd
FieldValueIRS element (for citing)
Total Contributions$139,770TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property3,000 SHARES OF MAIN STR CAP CORPNoncashPropertyDesc
Fair Market Value$139,770FairMarketValueAmt
Received2021-11-18ReceivedDt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceGeneral Explanation Supplemental Information for Form 990-PFFormAndLineReferenceDesc

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFEESDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt
Net Investment Income$100NetInvestmentIncomeAmt
Adjusted Net Income$100AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$18Amt