STRATEGY STUDIO / PUBLIC DATA EXPLORER

WEIR FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WEIR FAMILY FOUNDATION (EIN 20-4393788)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-14
IRS object ID
202023199349100222
Schema version
2019v5.0
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)
Return2020-11-14T10:57:22-08:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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
CitySpringCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77382ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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 TRAVISAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONALD V WEIRPersonNm
Person TitleFoundation ManaPersonTitleTxt
Signature2020-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN SMITHPreparerPersonNm
PTINP00454409PTIN
Phone7137020612PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$59,819FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,860ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$336DividendsRevAndExpnssAmt
Dividends Net Invst Incm$336DividendsNetInvstIncmAmt
Dividends Adj Net Incm$336DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$63NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$31,007GrossSalesPriceAmt
Total Rev And Expnss$51,133TotalRevAndExpnssAmt
Total Net Invst Incm$336TotalNetInvstIncmAmt
Total Adj Net Incm$336TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$100OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$100OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$100TotOprExpensesRevAndExpnssAmt
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$25,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,100TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$100TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$100TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$25,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$26,033ExcessRevenueOverExpensesAmt
Net Investment Income$236NetInvestmentIncomeAmt
Adjusted Net Income$236AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$33,576CashBOYAmt
Cash EOY$59,819CashEOYAmt
Cash EOYFMV$59,819CashEOYFMVAmt
Total Assets BOY$33,576TotalAssetsBOYAmt
Total Assets EOY$59,819TotalAssetsEOYAmt
Total Assets EOYFMV$59,819TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$33,576CapitalStockBOYAmt
Capital Stock EOY$59,819CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$33,576TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$59,819TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$33,576TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$59,819TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$33,576TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$26,033ExcessRevenueOverExpensesAmt
Other Increases$210OtherIncreasesAmt
Subtotal$59,819SubtotalAmt
Tot Net Ast Or Fund Balances EOY$59,819TotNetAstOrFundBalancesEOYAmt

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
CITY OFFICE REITP2019-12-122019-12-16$12,529$12,730-$201-$201
PLYMOUTH INDL REITP2019-12-122019-12-16$18,478$18,340$138$138
FieldValueIRS element (for citing)
Capital Gain Net Income-$63CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$63NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$37,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$43,030NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.85987DistributionYr1Rt
Adjusted Qlfy Distri Yr2$38,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$37,357NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.03060DistributionYr2Rt
Adjusted Qlfy Distri Yr3$51,100AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$31,076NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.64436DistributionYr3Rt
Adjusted Qlfy Distri Yr4$38,600AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$19,956NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.93426DistributionYr4Rt
Adjusted Qlfy Distri Yr5$18,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$18,459NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.97513DistributionYr5Rt
Total Distribution6.444207TotalDistributionRt
Average Distribution1.288841AverageDistributionRt
Net Vl Noncharitable Assets$27,135NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$34,973AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$34,975AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5InvestmentIncomeExciseTaxAmt
Subtotal$5SubtotalAmt
Tax Based On Investment Income$5TaxBasedOnInvestmentIncomeAmt
Tax Due$5TaxDueAmt

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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$27,548AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$27,548TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$27,548AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$413CashDeemedCharitableAmt
Net Vl Noncharitable Assets$27,135NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,357MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,357MinimumInvestmentReturnAmt
Tax Based On Investment Income$5TaxBasedOnInvestmentIncomeAmt
Total Tax$5TotalTaxAmt
Distributable Before Adj$1,352DistributableBeforeAdjAmt
Distributable Before Ded$1,352DistributableBeforeDedAmt
Distributable As Adjusted$1,352DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,000ExpensesAndContributionsAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$25,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,352DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$17,077ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$38,009ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$49,546ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$36,632ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$35,016ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$176,280TotalExcessDistributionCyovAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,352AppliedToCurrentYearAmt
Remaining Distri From Corpus$23,648RemainingDistriFromCorpusAmt
Total Corpus$199,928TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$17,077ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$182,851ExcessDistriCyovToNextYrAmt
Excess From Year4$38,009ExcessFromYear4Amt
Excess From Year3$49,546ExcessFromYear3Amt
Excess From Year2$36,632ExcessFromYear2Amt
Excess From Year1$35,016ExcessFromYear1Amt
Excess From Current Year$23,648ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE RISE SCHOOL
5618 H MARK CROSSWELL JR STREETHOUSTONTX77021PCEXEMPT FUNCTION$16,500
YOUNG LIFE
PO BOX 2920COLORADO SPRINGSCO80901PCEXEMPT FUNCTION$5,000
WEST HOUSTON YOUNG LIFE
1766 WEST SAM HOUSTON PKWY NHOUSTONTX77043PCEXEMPT FUNCTION$1,000
THE HOUSTON COALITION FOR LIFE
2925 TC JESTER BLVD 5HOUSTONTX77018PCEXEMPT FUNCTION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$336ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$63RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$336ExclusionAmt
Related Or Exempt Function Incm-$63RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$273TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
DON AND JULIE WEIR
112403 OVERCCUPHOUSTONTX77024$20,000Yes (X)
DON AND JULIE WEIR
212403 OVERCCUPHOUSTONTX77024$18,350Yes (X)
DON AND JULIE WEIR
312403 OVERCUPHOUSTONTX77024$12,510Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2PLYMOUTH INDL REIT$18,3502019-12-13
3CITY OFFICE REIT$12,5102019-12-13

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

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET FV CHANGEDesc
Amt$210Amt