SHIRLEY AND DAVID TOOMIM FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SHIRLEY AND DAVID TOOMIM FAMILY FOUNDATION (EIN 76-0585077)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-04
- IRS object ID
- 202611559349101001
- Schema version
- 2025v4.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-04T14:46:02-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | 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 | 760585077 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shirley and David Toomim Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIR | BusinessNameControlTxt |
| Phone | 7136627784 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5333 Gulfton St | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770812801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bruce M Levy | PersonNm |
| Person Title | VP/Sec/Treas | PersonTitleTxt |
| Phone | 7136627784 | PhoneNum |
| Signature | 2026-06-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2026-06-04 | 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 | $10,143,757 | 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 | $1,200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,939 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,939 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $179,310 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $179,177 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $262,289 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,358,408 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $262,289 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,651,538 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $451,405 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,100 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,050 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,050 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $750 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $73,786 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,786 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,229 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $553 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $649 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $162 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $487 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $629 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $314 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $315 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $244,243 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $153,915 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $80,652 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,876,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,876,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,120,593 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $153,915 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,957,002 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$469,055 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $297,490 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $598,781 | CashBOYAmt |
| Cash EOY | $318,785 | CashEOYAmt |
| Cash EOYFMV | $318,785 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $62,178 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $68,862 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $68,862 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,164,251 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $513,590 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $508,382 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,932,097 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,943,926 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,257,448 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $545,836 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $988,925 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $990,280 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,303,143 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,834,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,143,757 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $150,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $150,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,153,143 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,684,088 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,303,143 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,834,088 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,303,143 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,834,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,303,143 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$469,055 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,834,088 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,834,088 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly traded securities | P | $4,358,342 | $4,096,119 | $262,223 | $262,223 |
| Capital gain distributions | P | $66 | $66 | $66 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $262,289 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,135 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,135 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,135 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | 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 | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,865 | OverpaymentAmt |
| Applied To ES Tax | $5,865 | 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 | 0 | 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 | Bruce M Levy | IndividualWithBooksNm |
| Phone | 7136627784 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5333 Gulfton St | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77081 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Ellen Toomim Robinson | ||||||||
| 5333 Gulfton St | Houston | TX | 77081 | President | 5.00 | $30,000 | $0 | $0 |
| Bruce M Levy | ||||||||
| 5333 Gulfton St | Houston | TX | 77081 | VP/Secretary/Treasurer | 10.00 | $30,000 | $0 | $0 |
| Erica Baron | ||||||||
| 5333 Gulfton St | Houston | TX | 77081 | Trustee | 2.00 | $30,050 | $0 | $0 |
| Jonathan Baron | ||||||||
| 5333 Gulfton St | Houston | TX | 77081 | Trustee | 1.00 | $30,050 | $0 | $0 |
| Steve Robinson | ||||||||
| 5333 Gulfton St | Houston | TX | 77081 | Trustee | 1.00 | $30,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Corient Wealth Advisors | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 Post Oak Blvd Suite 2190 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment management | ServiceTypeTxt |
| Compensation | $73,273 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $9,375,069 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $555,899 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,930,968 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,930,968 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $148,965 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,782,003 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $489,100 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $489,100 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,135 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,135 | TotalTaxAmt |
| Distributable Before Adj | $484,965 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $484,965 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $484,965 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,957,002 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,957,002 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $484,965 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $52,819 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $416,312 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $229,127 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $67,781 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $766,039 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,957,002 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $484,965 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,472,037 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,238,076 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,238,076 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $52,819 | ExcessFromYear4Amt |
| Excess From Year3 | $416,312 | ExcessFromYear3Amt |
| Excess From Year2 | $229,127 | ExcessFromYear2Amt |
| Excess From Year1 | $67,781 | ExcessFromYear1Amt |
| Excess From Current Year | $1,472,037 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Bruce M Levy | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5333 Gulfton St | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77081 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7136627784 | RecipientPhoneNum |
| Form And Info And Materials | No prescribed form. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None. | SubmissionDeadlinesTxt |
| Restrictions On Awards | None. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alley Theater | |||||||
| 615 Texas Ave | Houston | TX | 77002 | N/A | PC | Annual giving | $10,000 |
| Birthright Israel Foundation | |||||||
| 711 Third Avenue 10th Fl | New York | NY | 10017 | N/A | PC | Support Houston area program | $50,000 |
| Cade R Alpard Foundation for Pediatric Disease | |||||||
| PO Box 19376 | Houston | TX | 77224 | N/A | PC | General support | $1,000 |
| Casa de Esperanza | |||||||
| PO Box 2693 | Plainfield | NJ | 07060 | N/A | PC | Install new generator | $30,000 |
| Congregation Beth Israel | |||||||
| 5600 N Braeswood Blvd | Houston | TX | 77096 | N/A | PC | Center for Spiritual Direct/Rabbinic Program at HUC-JIR | $73,750 |
| Evelyn Rubenstein Jewish Community Center of Houston | |||||||
| 5601 South Braeswood Blvd | Houston | TX | 77095 | N/A | PC | Scholarship Ball | $14,600 |
| Evelyn Rubenstein Jewish Community Center of Houston | |||||||
| 5601 South Braeswood Blvd | Houston | TX | 77096 | N/A | PC | MOW weekends/Building/Team Maccabi | $72,000 |
| Friends Of The Israel Defense Forces | |||||||
| 60 East 42nd St | New York | NY | 10165 | N/A | PC | General support | $20,000 |
| Hand in Hand | |||||||
| 345 Piedmont Lake Road | Pine Mountain | GA | 31822 | N/A | PC | General support | $25,000 |
| Holocaust Museum Houston | |||||||
| 5401 Caroline | Houston | TX | 77004 | N/A | PC | Protectors of the Museum fund | $200,000 |
| Houston Achievement Place | |||||||
| 245 West 17th Street | Houston | TX | 77008 | N/A | PC | Project Class | $10,000 |
| Houston Hillel Inc | |||||||
| 1700 Bissonnet | Houston | TX | 77005 | N/A | PC | Spring campus lunches Rice/UH | $10,000 |
| Institute of Southern Jewish Life Inc | |||||||
| PO Box 16528 | Jackson | MS | 39236 | N/A | PC | Various Programs | $15,000 |
| Jewish Children's Regional Service | |||||||
| 3500 N Causeway Blvd Suite 1120 | Metairie | LA | 70002 | N/A | PC | Assist for: special needs, campus & college scholarship | $18,000 |
| Jewish Federation of Greater Houston | |||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | N/A | PC | Israel emergency fund | $1,000,000 |
| Jewish Federation of Greater Los Angeles | |||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | N/A | PC | Fire Relief Fund | $10,000 |
| Judith L Robinson Ovarian Cancer Foundation | |||||||
| 4801 Woodway Dr Suite 365-W | Houston | TX | 77056 | N/A | PC | General support | $2,000 |
| Kids Meals Inc | |||||||
| 330 Garden Oaks Blvd | Houston | TX | 77018 | N/A | PC | Grant for Walkway Bench | $25,000 |
| Main Street Theater | |||||||
| 2540 Times Blvd | Houston | TX | 77005 | N/A | PC | Curtains Up Fund | $10,000 |
| MD Anderson Caring Fund | |||||||
| PO Box 4319 | Houston | TX | 77210 | N/A | PC | Nurses Fund | $10,000 |
| Moishe House | |||||||
| 441 Saxony Road Barn 2 | Encinitas | CA | 92024 | N/A | PC | Moishe House-Houston | $10,000 |
| SEARCH Homeless Services | |||||||
| 2015 Congress Street | Houston | TX | 77002 | N/A | PC | $25,000 unresticted; $25,000 House of Tiny Treasures | $50,000 |
| Seven Acres Jewish Senior Care Services Inc | |||||||
| 6200 North Braeswood Blvd | Houston | TX | 77074 | N/A | PC | Annual giving | $10,000 |
| The ALS Association | |||||||
| 1300 Wilson Blvd Suite 600 | Arlington | VA | 22209 | N/A | PC | Equipment Access Fund-IMO: Richard Baron | $15,000 |
| The EmeryWeiner School | |||||||
| 9825 Stella Link Rd | Houston | TX | 77025 | N/A | PC | Experiental Education Program | $50,000 |
| The Rose | |||||||
| 12700 N Featherwood Dr 260 | Houston | TX | 77034 | N/A | PC | General support | $10,000 |
| The Shlenker School | |||||||
| 5600 North Braeswood Blvd | Houston | TX | 77096 | N/A | PC | Scholarship Assistant & Security Enhancements | $65,000 |
| Undies for Everyone | |||||||
| 3610 Willowbend Blvd 1000 | Houston | TX | 77054 | N/A | PC | General support | $7,500 |
| Union for Reform Judaism | |||||||
| 633 Third Avenue 7th Floor | New York | NY | 10017 | N/A | PC | Greene Family Camp: Israel families attending camp Summer 2025 | $50,000 |
| Women on the Way Up | |||||||
| 4605 Huisache Street | Bellaire | TX | 77401 | N/A | PC | Joan Karff Mentoring | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,876,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,939 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $179,310 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $262,289 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $451,538 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $451,538 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Estate of Shirley W Toomim | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 Hilbury Dr | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax compliance | CategoryTxt |
| Amt | $8,100 | Amt |
| Net Investment Income | $4,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,050 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (42 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 14,000 Occidental Petroleum Corp 6.625% Due 09-01-30 | $15,003 | $15,072 |
| 29,000 Ford Motor Credit Company 5.730% Due 09-05-30 | $29,388 | $29,447 |
| 22,000 Kyndryl Holdings Inc 3.150% Due 10-15-31 | $20,037 | $20,080 |
| 29,000 Vici Properties LP 5.125% Due 05-15-32 | $29,189 | $29,201 |
| 11,000 Targa Resources Corp 6.125% Due 03-15-33 | $11,705 | $11,766 |
| 19,000 RenaissanceRe Holdings Ltd 5.750% Due 06-05-33 | $19,931 | $19,866 |
| 15,000 Vale Overseas Ltd 6.125% Due 06-12-33 | $15,998 | $16,057 |
| 7,000 Cno Financial Group Inc 6.450% Due 06-15-34 | $7,407 | $7,406 |
| 33,000 Enbridge Inc 6.000% Due 01-15-77 | $33,096 | $33,053 |
| 20,000 Air Lease Corp 4.650% Due 12-31-79 | $19,814 | $19,727 |
| 30,000 Bank Of America 4.375% Due 12-31-79 | $29,542 | $29,675 |
| 20,000 Dominion Energy Inc 4.350% Due 12-31-79 | $19,762 | $19,833 |
| 17,000 General Mtrs Finl Co Inc Perp Sub Glbl -C 5.700% Due 12-31-79 | $17,042 | $17,069 |
| 32,000 Schwab Charles Corp 4.000% Due 12-31-79 | $29,903 | $29,875 |
| 28,000 Ovintiv Inc 6.250% Due 07-15-33 | $29,389 | $29,700 |
| 20,000 General Motors Financial Co Inc 5.450% Due 09-06-34 | $20,213 | $20,287 |
| 30,000 First Citizens Bancshares Inc 5.600% Due 09-05-35 | $29,860 | $29,947 |
| 23,000 CMS Energy Corp 4.750% Due 06-01-50 | $22,645 | $22,622 |
| 29,000 Corebridge Financial Inc 6.875% Due 12-15-52 | $29,626 | $29,697 |
| 6,000 Energy Transfer LP 7.125% Due 10-01-54 | $6,157 | $6,156 |
| 29,000 Sempra 6.875% Due 10-01-54 | $29,753 | $29,835 |
| 21,000 CVS Health Corp 7.000% Due 03-10-55 | $22,049 | $22,030 |
| 30,000 Energy Northwest Wash Elec Rev 7.133% Due 11-01-66 | $30,003 | $30,116 |
| 18,000 PPL CAP FDG INC JR SB GLBL 67C7 6.616% Due 03-30-67 | $17,848 | $17,591 |
| 39,000 Emera Inc 6.750% Due 06-15-76 | $39,336 | $39,179 |
| 13,000 Enbridge Inc Mtn Cds- Sub Glbl Coco 80 5.750% Due 12-31-79 | $13,114 | $13,120 |
| 19,000 Toronto Dominion Bank Alt Tier I Glbl 8.125% Due 10-31-82 | $20,032 | $20,010 |
| 34,000 Bank Nova Scotia B C 8.000% Due 01-27-84 | $36,305 | $36,408 |
| 30,000 Huntington Bancshares Inc 4.450% Due Perpetual | $29,450 | $29,502 |
| 30,000 Goldman Sachs Group Inc 3.650% Due Perpetual | $29,532 | $29,569 |
| 28,000 BNP Paribas 8.500% Due Perpetual | $29,654 | $29,714 |
| 32,000 Lincoln Natl Corp Ind Perp Jr Sb Glbl 9.250% Due Perpetual | $34,533 | $34,242 |
| 30,000 Wells Fargo & Co 3.900% Due Perpetual | $29,858 | $29,907 |
| 16,000 UBS Group AG 9.250% Due Perpetual | $17,440 | $17,556 |
| 26,000 Societe Generale 10.000% Due Perpetual | $28,732 | $28,902 |
| 14,000 Citigroup Inc 3.875% Due Perpetual | $13,946 | $13,951 |
| 18,000 Corebridge Financial Inc 6.875% Due Perpetual | $18,247 | $18,498 |
| 10,000 PNC Financial Services Group Inc 6.000% Due Perpetual | $10,086 | $10,108 |
| 25,000 Capital One Financial Corp 3.950% Due Perpetual | $24,668 | $24,700 |
| 44,000 Cemex Sa Euro Mtn Be 144A Perp Sub Regs Nt 5.125% Due Perpetual | $43,886 | $43,866 |
| 5,000 HSBC Holdings PLC 6.500% Due Perpetual | $5,107 | $5,098 |
| 30,000 Citizens Financial Group Inc 4.000% Due Perpetual | $29,639 | $29,842 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (100 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 635 Ishares TR MBS ETF | $60,554 | $60,465 |
| 4,083 Janus Detroit Str Tr Henderson Mtg | $186,843 | $186,552 |
| 575 Janus Henderson Securitized Income ETF | $29,929 | $29,935 |
| 233 Chevron Corp | $29,238 | $35,512 |
| 221 ConocoPhillips | $9,467 | $20,688 |
| 157 Valero Energy Corp | $10,824 | $25,558 |
| 315 Williams Cos Inc | $18,114 | $18,935 |
| 92 Air Prods & Chems Inc | $24,290 | $22,726 |
| 360 BHP Billiton Ltd | $15,916 | $21,733 |
| 38 Martin Marietta Materials Inc | $12,711 | $23,661 |
| 139 3M Co | $22,764 | $22,254 |
| 78 Cummins Inc | $17,820 | $39,815 |
| 489 Johnson Controls Intl PLC | $30,311 | $58,558 |
| 67 Lockheed Martin Corp | $23,885 | $32,406 |
| 121 Broadridge Financial Solutions Inc | $29,695 | $27,004 |
| 206 Paychex Inc | $17,939 | $23,109 |
| 124 Union Pacific Corp | $28,205 | $28,684 |
| 249 Starbucks Corp | $24,239 | $20,968 |
| 96 Home Depot Inc | $23,055 | $33,034 |
| 294 TJX Cos Inc | $36,150 | $45,161 |
| 534 Coca-Cola Co | $26,339 | $37,332 |
| 229 Philip Morris Intl Inc | $19,079 | $36,732 |
| 178 Kimberly Clark Corp | $20,879 | $17,958 |
| 157 Procter And Gamble Co | $16,387 | $22,500 |
| 328 Abbott Laboratories | $43,551 | $41,095 |
| 467 Medtronic PLC | $38,828 | $44,860 |
| 248 AbbVie Inc | $26,698 | $56,666 |
| 64 Amgen Inc | $13,848 | $20,948 |
| 418 Gilead Sciences Inc | $27,477 | $51,305 |
| 82 Johnson & Johnson | $15,253 | $16,970 |
| 545 Bank America Corp | $18,767 | $29,974 |
| 153 JPMorgan Chase & Co | $18,037 | $49,300 |
| 165 PNC Financial Services Group Inc | $21,464 | $34,440 |
| 31 BlackRock Inc | $27,812 | $33,181 |
| 99 CME Group Inc | $26,877 | $27,035 |
| 328 Morgan Stanley | $29,297 | $58,230 |
| 298 American Intl Group Inc | $11,681 | $25,494 |
| 101 Marsh Com | $21,717 | $18,738 |
| 448 MetLife Inc | $22,617 | $35,365 |
| 100 Intl Business Machines | $30,943 | $29,621 |
| 439 Cisco Systems Inc | $18,723 | $33,816 |
| 92 TE Connectivity Ltd | $19,084 | $20,931 |
| 200 Broadcom Inc | $6,266 | $69,220 |
| 210 Texas Instruments Inc | $23,432 | $36,433 |
| 317 Duke Energy Corp | $28,214 | $37,156 |
| 429 Sempra | $28,200 | $37,876 |
| 323 Iron Mountain Inc PA | $11,207 | $26,793 |
| 575 iShares TR 1 3 Yr Treas Bd ETF | $46,500 | $47,621 |
| 186 iShares TR Iboxx Hi Yd ETF | $16,198 | $14,997 |
| 1,129 Chevron Corp | $108,917 | $172,071 |
| 1,116 Exxon Mobil Corp | $118,406 | $134,299 |
| 235 Ecolab Inc | $66,994 | $61,692 |
| 232 Linde PLC | $71,547 | $98,922 |
| 148 Cummins Inc | $33,240 | $75,547 |
| 126 Deere & Co | $67,031 | $58,662 |
| 208 Eaton Corp PLC | $78,275 | $66,250 |
| 506 Ge Aerospace Com New | $100,665 | $155,863 |
| 117 Parker Hannifin Corp | $51,451 | $102,838 |
| 162 Trane Technologies Plc | $48,589 | $63,050 |
| 1,231 Uber Technologies Inc | $93,281 | $100,585 |
| 168 Tesla Inc | $70,467 | $75,553 |
| 232 Hilton Worldwide Holdings Inc | $47,641 | $66,642 |
| 777 Starbucks Corp | $66,506 | $65,431 |
| 1,096 Amazon.com Inc | $122,490 | $252,979 |
| 148 Home Depot Inc | $35,170 | $50,927 |
| 648 O'Reilly Automotive Inc | $67,161 | $59,104 |
| 569 TJX Cos Inc | $49,276 | $87,404 |
| 135 Caseys General Stores Inc | $54,005 | $74,616 |
| 73 Costco Wholesale Corp | $35,471 | $62,951 |
| 422 PepsiCo Inc | $74,588 | $60,565 |
| 486 Procter And Gamble Co | $56,308 | $69,649 |
| 131 Intuitive Surgical Inc | $49,982 | $74,193 |
| 199 Stryker Corp | $69,370 | $69,943 |
| 507 AbbVie Inc | $84,095 | $115,844 |
| 146 Amgen Inc | $28,977 | $47,787 |
| 95 Lilly Eli & Co | $46,899 | $102,095 |
| 766 Merck & Co Inc | $74,567 | $80,629 |
| 102 Thermo Fisher Scientific Inc | $43,133 | $59,104 |
| 521 JPMorgan Chase & Co | $75,143 | $167,877 |
| 177 Berkshire Hathaway Inc Del Cl B New | $53,753 | $88,969 |
| 1,084 Brookfield Asset Managmt Ltd Cl A Lmt Vtg | $47,882 | $56,791 |
| 141 MasterCard Incorporated | $58,877 | $80,494 |
| 1,058 Morgan Stanley | $85,087 | $187,827 |
| 104 S&P Global Inc | $52,954 | $54,349 |
| 163 Visa Inc | $35,849 | $57,166 |
| 374 Chubb Limited | $80,749 | $116,734 |
| 231 Progressive Corp Ohio | $55,584 | $52,603 |
| 195 Cadence Design System Inc | $67,253 | $60,953 |
| 819 Microsoft Corp | $159,419 | $396,085 |
| 355 Oracle Corp | $56,071 | $69,193 |
| 1,918 Apple Inc | $231,266 | $521,427 |
| 724 Arista Networks Inc | $21,942 | $94,866 |
| 499 Advanced Micro Devices Inc | $48,212 | $106,866 |
| 832 Broadcom Inc | $89,715 | $287,955 |
| 1,241 Lam Research Corp New | $53,530 | $212,434 |
| 2,809 NVIDIA Corp | $68,815 | $523,878 |
| 280 T Mobile US Inc | $72,903 | $56,851 |
| 1,464 Alphabet Inc | $173,517 | $458,232 |
| 270 Meta Platforms Inc | $65,057 | $178,224 |
| 780 Netflix Com Inc | $48,522 | $73,134 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $508,590 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $503,382 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $5,000 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $5,000 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General governance & counsel | CategoryTxt |
| Legal Fees | $750 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Office expenses | Desc |
| Revenue And Expenses Per Books | $629 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $314 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $315 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $73,786 | Amt |
| Net Investment Income | $73,786 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise tax | $9,676 | $0 | $0 |
| Foreign taxes | $553 | $553 | $0 |
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