CHESMAR FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHESMAR FOUNDATION (EIN 46-4136065)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-05
- IRS object ID
- 202600649349100625
- Schema version
- 2025v4.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-05T16:55:18-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 994260840 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOEREN MAYHEW | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 NORTH LOOP WEST SUITE 600 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464136065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHESMAR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHES | BusinessNameControlTxt |
| Phone | 8322530110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 WILDWOOD FOREST DRIVE SUITE 80 | AddressLine1Txt |
| City | THE WOODLANDS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD P KLEIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8322530110 | PhoneNum |
| Signature | 2026-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | UGO ONWUDIEGWU | PreparerPersonNm |
| PTIN | P00925628 | PTIN |
| Phone | 7137897077 | PhoneNum |
| Preparation | 2026-03-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,505,760 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $867,591 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $867,591 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $400,954 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,285,820 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $400,954 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,268,545 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,268,545 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,034 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,517 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,517 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $37,541 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $465 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $325 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,040 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,517 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,842 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,656,061 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,656,061 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,721,101 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,517 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,669,903 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,547,444 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,255,028 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,734,102 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,876,248 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,876,248 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $9,837,920 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14,841,775 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $14,957,600 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $640,081 | CorporateStockBOYAmt |
| Corporate Stock EOY | $640,081 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $869,420 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $401,732 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,803,175 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,802,492 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $30,613,835 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,161,279 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,505,760 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $30,613,835 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $32,161,279 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,613,835 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,161,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,613,835 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,161,279 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,613,835 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,547,444 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,161,279 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,161,279 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADE SECURITIES | $27,285,022 | $26,884,866 | $400,156 | $400,156 |
| CAPITAL GAIN DISTRIBUTIONS | $798 | $798 | $798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $400,954 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,445 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,445 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,445 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,555 | OverpaymentAmt |
| Applied To ES Tax | $6,555 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DON KLEIN | IndividualWithBooksNm |
| Phone | 8322530110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WATERTREE CT | AddressLine1Txt |
| City | THE WOODLANDS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONALD P KLEIN | ||||||||
| 1 WATERTREE CT | THE WOODLANDS | TX | 77380 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JANET L KLEIN | ||||||||
| 1 WATERTREE COURT | THE WOODLANDS | TX | 77380 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DONALD P KLEIN | ||||||||
| 1 WATERTREE COURT | THE WOODLANDS | TX | 77380 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JEANNE TOTH | ||||||||
| 14 CLASSIC OAKS PLACE | THE WOODLANDS | TX | 77382 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SETH TOBEY | ||||||||
| 2518 PINE BEND DRIVE | KINGWOOD | TX | 77339 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JANA BLACKBURN | ||||||||
| 6319 PICKENS STREET | HOUSTON | TX | 77007 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LAURIE TARVER | ||||||||
| 2404 EAGLE NARROWS COURT | FT WORTH | TX | 76179 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,828,752 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,558,081 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,386,833 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,386,833 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $455,802 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,931,031 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,496,552 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,496,552 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,445 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,445 | TotalTaxAmt |
| Distributable Before Adj | $1,479,107 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,479,107 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,479,107 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,669,903 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,669,903 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,479,107 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $47,703 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $73,561 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $107,590 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $695,171 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,973,279 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,897,304 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,669,903 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,479,107 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,190,796 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,088,100 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $47,703 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,040,397 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $73,561 | ExcessFromYear4Amt |
| Excess From Year3 | $107,590 | ExcessFromYear3Amt |
| Excess From Year2 | $695,171 | ExcessFromYear2Amt |
| Excess From Year1 | $2,973,279 | ExcessFromYear1Amt |
| Excess From Current Year | $2,190,796 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD P KLEIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LINDA CHRISMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7085 | AddressLine1Txt |
| City | SPRING | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77387 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2815981111 | RecipientPhoneNum |
| Recipient Email Address | LINDA@AFF-DEV.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SCHOLARSHIP APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHESMAR HOMES, LLC'S EMPLOYEES AND SUBCONTRACTOR EMPLOYEES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AIDVANTAGE | ||||||||
| PO BOX 4450 | PORTLAND | OR | 97208 | NONE | PC | GENERAL SUPPORT | $27,772 | |
| ALAMO COLLEGE DISTRICT | ||||||||
| 1819 N MAIN AVE | SAN ANTONIO | TX | 78212 | NONE | PC | SCHOLARSHIP | $2,292 | |
| ALAMO COLLEGE FOUNDATION | ||||||||
| 1819 N MAIN AVE | SAN ANTONIO | TX | 78212 | NONE | PC | SCHOLARSHIP | $300,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $100,450 | |
| ANGEL REACH ORGANIZATION | ||||||||
| 900 W DALLAS ST | CONROE | TX | 77301 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| ANGELO STATE UNIVERSITY | ||||||||
| ASU STATION 11015 | SAN ANGELO | TX | 76909 | NONE | PC | SCHOLARSHIP | $1,718 | |
| BRIGHAM YOUNG UNIVERSITY - UTAH | ||||||||
| A41 ASB | PROVO | UT | 84602 | NONE | PC | SCHOLARSHIP | $6,000 | |
| CHILD ADVOCATES OF MONTGOMERY COUNTY | ||||||||
| 505 N MAIN ST | CONROE | TX | 77301 | NONE | PC | GENERAL SUPPORT | $35,104 | |
| CHILDREN'S SAFE HARBOR | ||||||||
| 1519 ODDFELLOW STREET | CONROE | TX | 77301 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| CONSTRUCTION INDUSTRY EDUCATION FOUNDATION | ||||||||
| 5370 ELVAS AVENUE | SACRAMENTO | CA | 95819 | NONE | PC | SCHOLARSHIP | $20,000 | |
| CRI | ||||||||
| PO BOX 83106 | LINCOLN | NE | 68501 | NONE | PC | SCHOLARSHIP | $8,731 | |
| DALLAS COLLEGE FOUNDATION | ||||||||
| 1601 BOTHAM JEAN BLVD | DALLAS | TX | 75215 | NONE | PC | SCHOLARSHIP | $445,500 | |
| EDFINANCIAL SERVICES | ||||||||
| PO BOX 790322 | ST LOUIS | MO | 63179 | NONE | PC | STUDENT LOAN FORGIVENESS | $31,013 | |
| EMBRY-RIDDLE AERONAUTICAL UNIVERSITY | ||||||||
| 3700 WILLOW CREEK ROAD | PRESCOTT | AZ | 86301 | NONE | PC | SCHOLARSHIP | $6,000 | |
| EVERYBODY'S PLACE | ||||||||
| P O BOX 429 | BAYCLIFF | TX | 77518 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| FERRIS STATE UNIVERSITY | ||||||||
| 1201 S STATE STCSS101 | BIG RAPIDS | MI | 49307 | NONE | PC | SCHOLARSHIP | $9,000 | |
| GRAND CANYON UNIVERSITY | ||||||||
| 3300 W CAMELBACK RD BLDG 71 | PHOENIX | AZ | 85017 | NONE | PC | SCHOLARSHIP | $19,878 | |
| GREATER HOUSTON BUILDER'S ASSOCIATION | ||||||||
| 9511 W SAM HOUSTON PARKWAY N | HOUSTON | TX | 77064 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| HOMEAID AUSTIN | ||||||||
| PO BOX 150217 | AUSTIN | TX | 78715 | NONE | PC | GENERAL SUPPORT | $150,000 | |
| HOMEAID HOUSTON | ||||||||
| 9511 W SAM HOUSTON PARKWAY N | HOUSTON | TX | 77064 | NONE | PC | GENERAL SUPPORT | $510,000 | |
| HOPE CENTER HOUSTON | ||||||||
| 821 PEAKWOOD DR | HOUSTON | TX | 77090 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HOUSTON CHRISTIAN UNIVERSITY | ||||||||
| PO BOX 4897 DEPARTMENT 529 | HOUSTON | TX | 77210 | NONE | PC | SCHOLARSHIP | $6,000 | |
| JAMES MADDISON UNIVERSITY | ||||||||
| 738 SOUTH MASON STREETMSC 3516 | HARRISONBURG | VA | 22807 | NONE | PC | SCHOLARSHIP | $6,000 | |
| JANET PESSAGNO & LOPEZ FAMILY - SCHOLARSHIP | ||||||||
| 27170 MISSION BLVD | HAYWARD | CA | 94544 | NONE | PC | SCHOLARSHIP | $10,000 | |
| LITERACY NOW MAKING IT BETTER | ||||||||
| 14781 MEMORIAL DRIVE 25 | HOUSTON | TX | 77079 | NONE | PC | GENERAL SUPPORT | $125,000 | |
| LONE STAR COLLEGE | ||||||||
| 5000 RESEARCH FOREST DRIVE | THE WOODLANDS | TX | 77381 | NONE | GOV | SCHOLARSHIP | $5,901 | |
| LONESTAR COLLEGE FOUNDATION | ||||||||
| 5000 RESEARCH FOREST DRIVE | THE WOODLANDS | TX | 77381 | NONE | PC | SCHOLARSHIP | $418,310 | |
| LOUISIANA LIONS CAMP | ||||||||
| 292 L BEAUFORD DRIVE | ANACOCO | LA | 71403 | NONE | PC | SCHOLARSHIP | $10,000 | |
| MARYVILLE UNIVERSITY OF ST LOUIS | ||||||||
| 650 MARYVILLE UNIVERSITY DR | ST LOUIS | MO | 63141 | NONE | PC | SCHOLARSHIP | $1,764 | |
| MEALS ON WHEELS MONTGOMERY COUNTY | ||||||||
| MICROSOFT TEAMS | CONROE | TX | 77301 | NONE | PC | GENERAL SUPPORT | $107,500 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 1050 N POST OAK RD STE 240 | HOUSTON | TX | 77055 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NELNET | ||||||||
| P O BOX 2837 | PORTLAND | OR | 97208 | NONE | PC | SCHOLARSHIP | $21,361 | |
| NEW HOPE HOUSING | ||||||||
| 3315 HARRISBURG BOULEVARD SUITE 400 | HOUSTON | TX | 77003 | NONE | PC | GENERAL SUPPORT | $250,000 | |
| OAKLAND UNIVERSITY | ||||||||
| 318 MEADOW BROOK RD | ROCHESTER | MI | 48309 | NONE | PC | SCHOLARSHIP | $5,486 | |
| PANCREATIC CANCER ACTION NETWORK | ||||||||
| 2101 ROSECRANS AVE SUITE 320 | EL SEGUNDO | CA | 90245 | NONE | PC | SCHOLARSHIP | $30,000 | |
| RAMSEY EDUCATION | ||||||||
| 1011 REAMS FLEMING BLVD | FRANKLIN | TN | 37064 | NONE | PC | SCHOLARSHIP | $2,500 | |
| REACH UNIVERSITY | ||||||||
| 2201 SHORELINE DRIVEUNIT 1368 | ALAMEDA | CA | 94501 | NONE | PC | SCHOLARSHIP | $13,950 | |
| SAN JACINTO COLLEGE | ||||||||
| 4620 FAIRMONT PARKWAYSTE A2-213 | PASADENA | TX | 77504 | NONE | PC | GENERAL SUPPORT | $302,683 | |
| SCOUTING AMERICA | ||||||||
| 2225 N LOOP WEST | HOUSTON | TX | 77008 | NONE | PC | SCHOLARSHIP | $5,000 | |
| SPECIAL ANGELS OF THE WOODLANDS | ||||||||
| POBOX 131046 | SPRING | TX | 77393 | NONE | PC | SCHOLARSHIP | $500 | |
| ST MARY'S UNIVERSITY | ||||||||
| ONE CAMINO SANTA MARIA | SAN ANTONIO | TX | 78228 | NONE | PC | SCHOLARSHIP | $5,830 | |
| STEPHEN F AUSTIN STATE UNIVERSITY | ||||||||
| PO BOX 13053SFA STATION | NACOGDOCHES | TX | 75962 | NONE | GOV | SCHOLARSHIP | $6,000 | |
| TARLETON STATE UNIVERSITY | ||||||||
| BOX T-0120 | STEPHENVILLE | TX | 76402 | NONE | PC | SCHOLARSHIP | $4,836 | |
| TEXAS A&M UNIVERSITY - CORPUS CHRISTI | ||||||||
| 6300 OCEAN DRIVE UNIT 5765BUSINESS | CORPUS CHRISTI | TX | 78412 | NONE | GOV | SCHOLARSHIP | $5,381 | OFFICE |
| TEXAS A&M UNIVERSITY | ||||||||
| 6001 TAMU | COLLEGE STATION | TX | 77843 | NONE | GOV | SCHOLARSHIP | $18,000 | |
| TEXAS ARC WELDING ACADEMY | ||||||||
| 1909 TREBLE DRIVE | HUMBLE | TX | 77338 | NONE | GOV | SCHOLARSHIP | $6,000 | |
| TEXAS STATE UNIVERSITY | ||||||||
| 601 UNIVERSITY DRIVEJCK ROOM 188 | SAN MARCOS | TX | 78666 | NONE | GOV | SCHOLARSHIP | $6,508 | |
| TEXAS TECH UNIVERSITY | ||||||||
| STUDENT BUSINESS SERVICESBOX 41099 | LUBBOCK | TX | 79409 | NONE | GOV | SCHOLARSHIP | $6,000 | |
| THE LANDING | ||||||||
| P O BOX 36744 | SACRAMENTO | CA | 95819 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| UNIVERSITY OF ARKANSAS | ||||||||
| 640 N GARLAND AVE STE 108 | FAYETTEVILLE | AR | 72701 | NONE | GOV | SCHOLARSHIP | $6,000 | |
| UNIVERSITY OF CENTRAL OKLAHOMA | ||||||||
| 100 N UNIVERSITY DRIVEBOX 107 | EDMOND | OK | 73034 | NONE | GOV | SCHOLARSHIP | $6,000 | |
| UNIVERSITY OF COLORADO DENVER | ||||||||
| 13120 EAST 19TH AVENUE CAMPUS BOX | AURORA | CO | 80045 | NONE | GOV | SCHOLARSHIP | $4,880 | A098 |
| UNIVERSITY OF HOUSTON DOWNTOWN | ||||||||
| ONE MAIN STREET SUITE S350 | HOUSTON | TX | 77002 | NONE | GOV | SCHOLARSHIP | $6,478 | |
| UNIVERSITY OF ILLINOIS | ||||||||
| 901 WEST ILLINOIS STREET | URBANA | IL | 61801 | NONE | GOV | SCHOLARSHIP | $29,292 | |
| UNIVERSITY OF LOUISIANA LAFAYETTE | ||||||||
| P O BOX 44444 | LAFAYETTE | LA | 70504 | NONE | GOV | SCHOLARSHIP | $3,851 | |
| UNIVERSITY OF NORTH TEXAS | ||||||||
| 1155 UNION CIRCLE 310620 | DENTON | TX | 76203 | NONE | GOV | SCHOLARSHIP | $5,363 | |
| UNIVERSITY OF TENNESSEE CHATTANOOGA | ||||||||
| 615 MCCALLIE AVE DEPT 6005 | CHATTANOOGA | TN | 37403 | NONE | GOV | SCHOLARSHIP | $6,000 | |
| UNIVERSITY OF TEXAS - HSC AT SA | ||||||||
| 7703 FLOYD CURL DRIVEMC7716 | SAN ANTONIO | TX | 78229 | NONE | GOV | SCHOLARSHIP | $6,000 | |
| UNIVERSITY OF TEXAS - PERMIAN BASIN | ||||||||
| 4901 EAST UNIVERSITY BLVD | ODESSA | TX | 79762 | NONE | GOV | SCHOLARSHIP | $5,073 | |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| 1616 GUADALUPE MAIL STOP E3700 | AUSTIN | TX | 78701 | NONE | GOV | SCHOLARSHIP | $5,425 | |
| UNIVERSITY OF TEXAS AT SAN ANTONIO | ||||||||
| ONE UTSA CIRCLE | SAN ANTONIO | TX | 78249 | NONE | GOV | SCHOLARSHIP | $19,393 | |
| VIRGINIA TECH | ||||||||
| 800 WASHINGTON STREET SW | BLACKSBURG | VA | 24061 | NONE | GOV | SCHOLARSHIP | $6,000 | |
| WADE STRYK | ||||||||
| 30019 CANTOR CIR | BOERNE | TX | 78015 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| WHARTON COUNTY JUNIOR COLLEGE FOUNDATION | ||||||||
| 911 BOLING HWY | WHARTON | TX | 77488 | NONE | PC | SCHOLARSHIP | $216,338 | |
| YES TO YOUTH | ||||||||
| 9186 SIX PINES DRIVESUITE 175 | THE WOODLANDS | TX | 77380 | NONE | PC | SCHOLARSHIP | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,656,061 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $867,591 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $400,954 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,268,545 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,268,545 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DONALD P KLEIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WATERTREE CT | AddressLine1Txt |
| City | THE WOODLANDS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $27,034 | Amt |
| Net Investment Income | $13,517 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,517 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC NOTE | $1,900,117 | $1,899,924 |
| CVS HEALTH CORP NOTE | $900,832 | $900,342 |
| COST BASIS ADJUSMENT FOR ALTRIA GROUP AND CVS HEALTH CORP NOTE | $2,226 | $2,226 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC STOCK | $140,081 | $223,560 |
| VERIZON COMMUNICATIONS INC STOCK | $100,000 | $81,460 |
| PRUDENTIAL INSURANCE | $400,000 | $564,400 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $14,841,775 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $14,957,600 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEALS | $280 | $0 | $140 |
| MEETING | $149 | $0 | $149 |
| OFFICE EXPENSE | $36 | $0 | $36 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD P KLEIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WATERTREE CT | AddressLine1Txt |
| City | THE WOODLANDS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $37,541 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |