STRATEGY STUDIO / PUBLIC DATA EXPLORER

WEIR FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
WEIR FAMILY FOUNDATION (EIN 20-4393788)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-16
IRS object ID
201601379349101600
Schema version
2015v2.0
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)
Return2016-05-16T08:06:23-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Kenneth L Hamilton CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115 Calleston CourtAddressLine1Txt
CitySUGAR LANDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77479ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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)
PersonKENNETH L HAMILTONPersonNm
Person TitleCPAPersonTitleTxt
Signature2016-05-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH L HAMILTONPreparerPersonNm
PTINP00007598PTIN
Phone2814607633PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$52,086FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$30,650ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$45InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$45InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$45InterestOnSavingsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$20,429NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$51,079GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20,429CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$51,124TotalRevAndExpnssAmt
Total Net Invst Incm$20,474TotalNetInvstIncmAmt
Total Adj Net Incm$45TotalAdjNetIncmAmt
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$38,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,700TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$100TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$100TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$38,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,424ExcessRevenueOverExpensesAmt
Net Investment Income$20,374NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$39,662SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$52,086SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$52,086SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$39,662TotalAssetsBOYAmt
Total Assets EOY$52,086TotalAssetsEOYAmt
Total Assets EOYFMV$52,086TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$39,662CapitalStockBOYAmt
Capital Stock EOY$52,086CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$39,662TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$52,086TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$39,662TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$52,086TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$39,662TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,424ExcessRevenueOverExpensesAmt
Subtotal$52,086SubtotalAmt
Tot Net Ast Or Fund Balances EOY$52,086TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property5000 CBIZ INC COMPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2013-02-08AcquiredDt
Sold2015-12-15SoldDt
Gross Sales Price$51,079GrossSalesPriceAmt
Cost Or Other Basis$30,650CostOrOtherBasisAmt
Gain Or Loss$20,429GainOrLossAmt
Gains Minus Excess Or Losses$20,429GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$20,429CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$18,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$18,459NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.97513DistributionYr1Rt
Adjusted Qlfy Distri Yr2$90,191AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,100NetVlNoncharitableAssetsYr2Amt
Distribution Yr229.09387DistributionYr2Rt
Adjusted Qlfy Distri Yr3$80,544AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$34,404NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.34112DistributionYr3Rt
Adjusted Qlfy Distri Yr4$8,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$48,919NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.16354DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$43,866NetVlNoncharitableAssetsYr5Amt
Total Distribution32.573664TotalDistributionRt
Average Distribution6.514733AverageDistributionRt
Net Vl Noncharitable Assets$19,956NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$130,008AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$204NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$130,212AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$38,600QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$407InvestmentIncomeExciseTaxAmt
Subtotal$407SubtotalAmt
Tax Based On Investment Income$407TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$182EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$182TotalPaymentsAndCreditsAmt
Tax Due$225TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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$20,260AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,260TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$20,260AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$304CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,956NetVlNoncharitableAssetsAmt
Minimum Investment Return$998MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$998MinimumInvestmentReturnAmt
Tax Based On Investment Income$407TaxBasedOnInvestmentIncomeAmt
Total Tax$407TotalTaxAmt
Distributable Before Adj$591DistributableBeforeAdjAmt
Distributable Before Ded$591DistributableBeforeDedAmt
Distributable As Adjusted$591DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,600ExpensesAndContributionsAmt
Qualifying Distributions$38,600QualifyingDistributionsAmt
Adjusted Qualifying Distri$38,600AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$591DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$79,736ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$91,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$17,077ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$187,813TotalExcessDistributionCyovAmt
Qualifying Distributions$38,600QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$591AppliedToCurrentYearAmt
Remaining Distri From Corpus$38,009RemainingDistriFromCorpusAmt
Total Corpus$225,822TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$225,822ExcessDistriCyovToNextYrAmt
Excess From Year3$79,736ExcessFromYear3Amt
Excess From Year2$91,000ExcessFromYear2Amt
Excess From Year1$17,077ExcessFromYear1Amt
Excess From Current Year$38,009ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE RISE SCHOOL
5618 H MARK CROSSWELL JR STREETHOUSTONTX77021NONEPUBLICEXEMPT FUNCTION$16,000
FRIENDS FOR LIFE
PO BOX 70575HOUSTONTX77270NONEPUBLICEXEMPT FUNCTION$5,000
SPRING BRANCH EDUCATION FOUNDATION
955 CAMPBELL ROADHOUSTONTX77024NONEPUBLICEXEMPT FUNCTION$2,000
MISSION X
230 FRANKLIN ROAD BLDG 801FRANKLINTN37064NONEPUBLICEXEMPT FUNCTION$3,000
YOUNG LIFE
PO BOX 2920COLORADO SPRINGSCO80901NONEPCEXEMPT FUNCTION$2,500
CAMP BLESSINGS TEXAS
15607 COE LOOPMAGNOLIATX77355NONEPCEXEMPT FUNCTION$1,100
FAMILY LEGACY
5005 ROYAL LANE STE 252IRVINGTX75063NONEPUBLICEXEMPT FUNCTION$3,000
CHRIST'S HOPE AND RECONCILIATION MI
PO BOX 55548HOUSTONTX77024NONEPUBLICEXEMPT FUNCTION$2,000
CYSTIC FIBROSIS FOUNDATION
6931 RLINGTON ROAD SUITE 200BETHESDAMD20814NONEPUBLICEXEMPT FUNCTION$1,000
MHS BOOSTER CLUB
935 ECHO LANEHOUSTONTX77024NONEPUBLICEXEMPT FUNCTION$2,000
SPECIAL OLYMPICS
10777 NORTW4EST FWY STE 110HOUSTONTX77092NONEPUBLICEXEMPT FUNCTION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$45ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$20,429RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$45ExclusionAmt
Related Or Exempt Function Incm$20,429RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,474TotalIncomeProducingActyAmt

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$51,400TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property5000 SHARES CBIZ INC.COMMON STOCKNoncashPropertyDesc
Fair Market Value$51,400FairMarketValueAmt
Received2015-12-15ReceivedDt

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)
DescBANK FEESDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt
Net Investment Income$100NetInvestmentIncomeAmt
Adjusted Net Income$100AdjustedNetIncomeAmt