STRATEGY STUDIO / PUBLIC DATA EXPLORER

WEIR FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WEIR FAMILY FOUNDATION (EIN 20-4393788)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-14
IRS object ID
201432269349100803
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-08-14T09:31:55-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Kenneth L Hamilton CPABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115 Calleston CourtAddressLine1
CitySUGAR LANDCity
StateTXState
ZIP Code77479ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204393788EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WEIR FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWEIRBusinessNameControlTxt
Phone7132205118PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 TRAVISAddressLine1
CityHOUSTONCity
StateTXState
ZIP Code77002ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH L HAMILTONPersonNm
Person TitleCPAPersonTitleTxt
Signature2014-08-14SignatureDt
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)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,750FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$14,700ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$15DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15DividendsNetInvstIncmAmt
Dividends Adj Net Incm$15DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$81,477NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$96,177GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$81,477CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$96,192TotalRevAndExpnssAmt
Total Net Invst Incm$81,492TotalNetInvstIncmAmt
Total Adj Net Incm$15TotalAdjNetIncmAmt
Taxes Rev And Expnss$456TaxesRevAndExpnssAmt
Taxes Net Invst Incm$456TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$100OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$556TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$556TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$91,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$91,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$91,556TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$556TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$91,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,636ExcessRevenueOverExpensesAmt
Net Investment Income$80,936NetInvestmentIncomeAmt
Adjusted Net Income$15AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,114SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,750SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,750SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,114TotalAssetsBOYAmt
Total Assets EOY$5,750TotalAssetsEOYAmt
Total Assets EOYFMV$5,750TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,114CapitalStockBOYAmt
Capital Stock EOY$5,750CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,114TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,750TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,114TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,750TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,114TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,636ExcessRevenueOverExpensesAmt
Subtotal$5,750SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,750TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$81,477CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$80,544AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$34,404NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.34112DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$48,919NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.16354DistributionYr2Rt
Net Vl Noncharitable Assets Yr3$43,866NetVlNoncharitableAssetsYr3Amt
Net Vl Noncharitable Assets Yr4$26,174NetVlNoncharitableAssetsYr4Amt
Adjusted Qlfy Distri Yr5$4,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$29,954NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.13354DistributionYr5Rt
Total Distribution2.63820TotalDistributionRt
Average Distribution0.52764AverageDistributionRt
Net Vl Noncharitable Assets$3,100NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,636AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$809NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,445AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$91,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$809InvestmentIncomeExciseTaxAmt
Subtotal$809SubtotalAmt
Tax Based On Investment Income$809TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$1,000AppliedToEsTaxAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$9EsPenaltyAmt
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 WEIRBusinessNameLine1
FieldValueIRS element (for citing)
Phone7132205118PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1600 TRAVIS SUITE 5900AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code77002ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$3,147AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,147TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,147AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$47CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,100NetVlNoncharitableAssetsAmt
Minimum Investment Return$155MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$155MinimumInvestmentReturnAmt
Tax Based On Investment Income$809TaxBasedOnInvestmentIncomeAmt
Total Tax$809TotalTaxAmt
Distributable Before Adj$654DistributableBeforeAdjAmt
Distributable Before Ded$654DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$91,000ExpensesAndContributionsAmt
Qualifying Distributions$91,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$809PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$90,191AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,505ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr1$79,736ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$82,241TotalExcessDistributionCyovAmt
Qualifying Distributions$91,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$91,000RemainingDistriFromCorpusAmt
Total Corpus$173,241TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,505ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$170,736ExcessDistriCyovToNextYrAmt
Excess From Year1$79,736ExcessFromYear1Amt
Excess From Current Year$91,000ExcessFromCurrentYearAmt

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/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE RISE SCHOOL
5618 H MARK CROSSWELL JR STREETHOUSTONTX77021NONEPUBLICEXEMPT FUNCTION$18,500
FIRST BAPTIST CHURCH
7401 KATY FWYHOUSTONTX77024NONEPUBLICEXEMPT FUNCTION$60,000
FRIENDS FOR LIFE
PO BOX 70575HOUSTONTX77270NONEPUBLICEXEMPT FUNCTION$5,000
SPRING BRANCH EDUCATION FOUNDATION
955 CAMPBELL ROADHOUSTONTX77024NONEPUBLICEXEMPT FUNCTION$1,500
MISSION X
230 FRANKLIN ROAD BLDG 801FRANKLINTN37064NONEPUBLICEXEMPT FUNCTION$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$91,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$81,477RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$15ExclusionAmt
Related Or Exempt Function Incm$81,477RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$81,492TotalIncomeProducingActyAmt

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

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$456Amt
Net Investment Income$456NetInvestmentIncomeAmt