KWS FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KWS FOUNDATION (EIN 76-0521970)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201213209349101351
- Schema version
- 2011v1.2
- 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
- Form 990-PF
- Other Assets Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T10:38:21-08:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOX BYRD & COMPANY PC CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12001 N CENTRAL EXPY STE 500 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752433794 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760521970 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KWS Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KWSF | NameControl |
| Phone | 7138240427 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3780 Robinwood | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77005 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Donald Sinclair | Name |
| Title | CPA | Title |
| Date Signed | 2012-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL J MORAN CPA | Name |
| Phone | 2146968320 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 21111 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 19 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 19 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 19 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 438 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 438 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 438 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -184 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 26907 | GrossSalesPrice |
| Total Revenue And Expenses | 273 | TotalRevenueAndExpenses |
| Total Net Investment Income | 457 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 457 | TotalAdjustedNetIncome |
| Other Prof Fees Rev And Expnss | 2135 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2135 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 2135 | OtherProfFeesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 2135 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2135 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 2135 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2135 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2135 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 2135 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1862 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1289 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1289 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1289 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 17775 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 17775 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 19822 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 9 | OtherAssetsBOY |
| Other Assets EOY | 9 | OtherAssetsEOY |
| Total Assets BOY | 19073 | TotalAssetsBOY |
| Total Assets EOY | 19073 | TotalAssetsEOY |
| Total Assets EOYFMV | 21111 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 19073 | RetainedEarningsBOY |
| Retained Earnings EOY | 19073 | RetainedEarningsEOY |
| Total Net Assets BOY | 19073 | TotalNetAssetsBOY |
| Total Net Assets EOY | 19073 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 19073 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 19073 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 19073 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1862 | ExcessOfRevenueOverExpenses |
| Other Increases | 1862 | OtherIncreases |
| Subtotal | 19073 | Subtotal |
| Total Net Assets Fund Balances EOY | 19073 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Gain Or LossGainOrLoss | Description Of AssetDescriptionOfAsset |
|---|---|
| 72 | |
| Capital Gain Dividends |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -184 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -699 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | true | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Donald R Sinclair | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7132688067 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3756 Knollwood | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770191110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| JAMES T HACKETT | ||||||
| 3372 DEL MONTE | HOUSTON | TX | 77019 | VICE-PRESIDENT | 5.00 | 0 |
| SUSAN LACY SINCLAIR | ||||||
| 3756 KNOLLWOOD | HOUSTON | TX | 77019 | SECY/TREASURER | 5.00 | 0 |
| Donald R Sinclair | ||||||
| 3756 KNOLLWOOD | HOUSTON | TX | 77019 | President | 5.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 34468 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 21204 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 28613 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 59852 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 144137 | TotalExcessDistriCarryover |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Total Corpus | 144137 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 34468 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 109669 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 21204 | ExcessFromYear4 |
| Excess From Year3 | 28613 | ExcessFromYear3 |
| Excess From Year2 | 59852 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Donald R Sinclair | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $19 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $438 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $72 | ExclusionAmount |
| Related Or Exempt Function Income | -256 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $529 | ExclusionAmount |
| Related Or Exempt Function Income | -256 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 273 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INTEREST RECEIVABLE | Description |
| BOY Book Value | 9 | BOYBookValue |
| EOY Book Value | 9 | EOYBookValue |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER DIFFERENCES | Description |
| Amount | $1,862 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | Category |
| Amount | $2,135 | Amount |
| Net Investment Income | 2135 | NetInvestmentIncome |
| Adjusted Net Income | 2135 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |