STRATEGY STUDIO / PUBLIC DATA EXPLORER

WEIR FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WEIR FAMILY FOUNDATION (EIN 20-4393788)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-08
IRS object ID
201531289349101103
Schema version
2014v5.0
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)
Return2015-05-08T11:44:43-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-05-08SignatureDt
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)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,662FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$12InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$12InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$50,012TotalRevAndExpnssAmt
Total Net Invst Incm$12TotalNetInvstIncmAmt
Total Adj Net Incm$12TotalAdjNetIncmAmt
Taxes Rev And Expnss$1,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,000TaxesNetInvstIncmAmt
Taxes Adj Net Incm$1,000TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$100OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$100OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$1,100TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,100TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,100TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,100TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,100TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,100TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$18,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$30,912ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,750SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,662SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,662SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$5,750TotalAssetsBOYAmt
Total Assets EOY$36,662TotalAssetsEOYAmt
Total Assets EOYFMV$36,662TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$5,750CapitalStockBOYAmt
Capital Stock EOY$36,662CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$5,750TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$36,662TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,750TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$36,662TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,750TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$30,912ExcessRevenueOverExpensesAmt
Subtotal$36,662SubtotalAmt
Tot Net Ast Or Fund Balances EOY$36,662TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$90,191AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,100NetVlNoncharitableAssetsYr1Amt
Distribution Yr129.09387DistributionYr1Rt
Adjusted Qlfy Distri Yr2$80,544AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$34,404NetVlNoncharitableAssetsYr2Amt
Distribution Yr22.34112DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$48,919NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.16354DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$43,866NetVlNoncharitableAssetsYr4Amt
Net Vl Noncharitable Assets Yr5$26,174NetVlNoncharitableAssetsYr5Amt
Total Distribution31.59853TotalDistributionRt
Average Distribution6.31971AverageDistributionRt
Net Vl Noncharitable Assets$18,459NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$116,655AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$116,655AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$18,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$182EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$182TotalPaymentsAndCreditsAmt
Overpayment$182OverpaymentAmt
Applied To ES Tax$182AppliedToESTaxAmt

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$9,370AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,370AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,740TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$18,740AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$281CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,459NetVlNoncharitableAssetsAmt
Minimum Investment Return$923MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$923MinimumInvestmentReturnAmt
Distributable Before Adj$923DistributableBeforeAdjAmt
Distributable Before Ded$923DistributableBeforeDedAmt
Distributable As Adjusted$923DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,000ExpensesAndContributionsAmt
Qualifying Distributions$18,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$18,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$923DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$79,736ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$91,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$170,736TotalExcessDistributionCyovAmt
Qualifying Distributions$18,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$923AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,077RemainingDistriFromCorpusAmt
Total Corpus$187,813TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$187,813ExcessDistriCyovToNextYrAmt
Excess From Year2$79,736ExcessFromYear2Amt
Excess From Year1$91,000ExcessFromYear1Amt
Excess From Current Year$17,077ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE RISE SCHOOL
5618 H MARK CROSSWELL JR STREETHOUSTONTX77021NONEPUBLICEXEMPT FUNCTION$6,000
MISSION X
230 FRANKLIN ROAD BLDG 801FRANKLINTN37064NONEPUBLICEXEMPT FUNCTION$3,000
YOUNG LIFE
PO BOX 2920COLORADO SPRINGSCO80901NONEPCEXEMPT FUNCTION$6,000
CAMP BLESSINGS TEXAS
15607 COE LOOPMAGNOLIATX77355NONEPCEXEMPT FUNCTION$1,000
CASA ESPERANZA
PO BOX 66581HOUSTONTX77266NONEPCEXEMPT FUNCTION$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$12ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12TotalIncomeProducingActyAmt

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$50,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$1,000Amt
Net Investment Income$1,000NetInvestmentIncomeAmt
Adjusted Net Income$1,000AdjustedNetIncomeAmt