2026-06-04T14:46:02-05:00 2025-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2025-01-01 760585077 Shirley and David Toomim Family Foundation SHIR 7136627784 5333 Gulfton St Houston TX 770812801 Bruce M Levy VP/Sec/Treas 7136627784 2026-06-04 1 Kurt Coburn P01638285 7134395739 2026-06-04 2025 2025-03-06 01:10:19Z X 10143757 X 1200000 9939 9939 179310 179177 262289 4358408 262289 1651538 451405 150100 75050 75050 750 0 750 8100 4050 4050 73786 73786 0 10229 553 0 649 162 487 629 314 315 244243 153915 80652 1876350 1876350 2120593 153915 1957002 -469055 297490 598781 318785 318785 62178 68862 68862 1164251 513590 508382 4932097 4943926 8257448 545836 988925 990280 7303143 6834088 10143757 0 0 X 150000 150000 0 0 7153143 6684088 7303143 6834088 7303143 6834088 7303143 -469055 0 6834088 0 6834088 Publicly traded securities P 4358342 4096119 262223 262223 Capital gain distributions P 66 66 66 262289 4135 0 4135 0 4135 10000 0 0 0 10000 0 5865 5865 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A Bruce M Levy 7136627784 5333 Gulfton St Houston TX 77081 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Ellen Toomim Robinson 5333 Gulfton St Houston TX 77081 President 5.00 30000 0 0 Bruce M Levy 5333 Gulfton St Houston TX 77081 VP/Secretary/Treasurer 10.00 30000 0 0 Erica Baron 5333 Gulfton St Houston TX 77081 Trustee 2.00 30050 0 0 Jonathan Baron 5333 Gulfton St Houston TX 77081 Trustee 1.00 30050 0 0 Steve Robinson 5333 Gulfton St Houston TX 77081 Trustee 1.00 30000 0 0 NONE 0 Corient Wealth Advisors 1330 Post Oak Blvd Suite 2190 Houston TX 77056 Investment management 73273 0 0 9375069 555899 0 9930968 0 0 9930968 148965 9782003 489100 489100 4135 4135 484965 0 484965 0 484965 1957002 0 1957002 484965 0 0 52819 416312 229127 67781 766039 1957002 0 0 0 484965 1472037 0 0 2238076 0 0 0 0 0 0 0 2238076 52819 416312 229127 67781 1472037 Bruce M Levy 5333 Gulfton St Houston TX 77081 7136627784 No prescribed form. None. None. Alley Theater 615 Texas Ave Houston TX 77002 N/A PC Annual giving 10000 Birthright Israel Foundation 711 Third Avenue 10th Fl New York NY 10017 N/A PC Support Houston area program 50000 Cade R Alpard Foundation for Pediatric Disease PO Box 19376 Houston TX 77224 N/A PC General support 1000 Casa de Esperanza PO Box 2693 Plainfield NJ 07060 N/A PC Install new generator 30000 Congregation Beth Israel 5600 N Braeswood Blvd Houston TX 77096 N/A PC Center for Spiritual Direct/Rabbinic Program at HUC-JIR 73750 Evelyn Rubenstein Jewish Community Center of Houston 5601 South Braeswood Blvd Houston TX 77095 N/A PC Scholarship Ball 14600 Evelyn Rubenstein Jewish Community Center of Houston 5601 South Braeswood Blvd Houston TX 77096 N/A PC MOW weekends/Building/Team Maccabi 72000 Friends Of The Israel Defense Forces 60 East 42nd St New York NY 10165 N/A PC General support 20000 Hand in Hand 345 Piedmont Lake Road Pine Mountain GA 31822 N/A PC General support 25000 Holocaust Museum Houston 5401 Caroline Houston TX 77004 N/A PC Protectors of the Museum fund 200000 Houston Achievement Place 245 West 17th Street Houston TX 77008 N/A PC Project Class 10000 Houston Hillel Inc 1700 Bissonnet Houston TX 77005 N/A PC Spring campus lunches Rice/UH 10000 Institute of Southern Jewish Life Inc PO Box 16528 Jackson MS 39236 N/A PC Various Programs 15000 Jewish Children's Regional Service 3500 N Causeway Blvd Suite 1120 Metairie LA 70002 N/A PC Assist for: special needs, campus & college scholarship 18000 Jewish Federation of Greater Houston 5603 South Braeswood Blvd Houston TX 77096 N/A PC Israel emergency fund 1000000 Jewish Federation of Greater Los Angeles 6505 Wilshire Blvd Los Angeles CA 90048 N/A PC Fire Relief Fund 10000 Judith L Robinson Ovarian Cancer Foundation 4801 Woodway Dr Suite 365-W Houston TX 77056 N/A PC General support 2000 Kids Meals Inc 330 Garden Oaks Blvd Houston TX 77018 N/A PC Grant for Walkway Bench 25000 Main Street Theater 2540 Times Blvd Houston TX 77005 N/A PC Curtains Up Fund 10000 MD Anderson Caring Fund PO Box 4319 Houston TX 77210 N/A PC Nurses Fund 10000 Moishe House 441 Saxony Road Barn 2 Encinitas CA 92024 N/A PC Moishe House-Houston 10000 SEARCH Homeless Services 2015 Congress Street Houston TX 77002 N/A PC $25,000 unresticted; $25,000 House of Tiny Treasures 50000 Seven Acres Jewish Senior Care Services Inc 6200 North Braeswood Blvd Houston TX 77074 N/A PC Annual giving 10000 The ALS Association 1300 Wilson Blvd Suite 600 Arlington VA 22209 N/A PC Equipment Access Fund-IMO: Richard Baron 15000 The EmeryWeiner School 9825 Stella Link Rd Houston TX 77025 N/A PC Experiental Education Program 50000 The Rose 12700 N Featherwood Dr 260 Houston TX 77034 N/A PC General support 10000 The Shlenker School 5600 North Braeswood Blvd Houston TX 77096 N/A PC Scholarship Assistant & Security Enhancements 65000 Undies for Everyone 3610 Willowbend Blvd 1000 Houston TX 77054 N/A PC General support 7500 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 50000 Women on the Way Up 4605 Huisache Street Bellaire TX 77401 N/A PC Joan Karff Mentoring 2500 1876350 0 14 9939 14 179310 18 262289 0 451538 0 451538 0 0 0 0 0 0 0 0 0 0 X X 1 Estate of Shirley W Toomim 3 Hilbury Dr Houston TX 77024 1200000 X Tax compliance 8100 4050 4050 14,000 Occidental Petroleum Corp 6.625% Due 09-01-30 15003 15072 29,000 Ford Motor Credit Company 5.730% Due 09-05-30 29388 29447 22,000 Kyndryl Holdings Inc 3.150% Due 10-15-31 20037 20080 29,000 Vici Properties LP 5.125% Due 05-15-32 29189 29201 11,000 Targa Resources Corp 6.125% Due 03-15-33 11705 11766 19,000 RenaissanceRe Holdings Ltd 5.750% Due 06-05-33 19931 19866 15,000 Vale Overseas Ltd 6.125% Due 06-12-33 15998 16057 7,000 Cno Financial Group Inc 6.450% Due 06-15-34 7407 7406 33,000 Enbridge Inc 6.000% Due 01-15-77 33096 33053 20,000 Air Lease Corp 4.650% Due 12-31-79 19814 19727 30,000 Bank Of America 4.375% Due 12-31-79 29542 29675 20,000 Dominion Energy Inc 4.350% Due 12-31-79 19762 19833 17,000 General Mtrs Finl Co Inc Perp Sub Glbl -C 5.700% Due 12-31-79 17042 17069 32,000 Schwab Charles Corp 4.000% Due 12-31-79 29903 29875 28,000 Ovintiv Inc 6.250% Due 07-15-33 29389 29700 20,000 General Motors Financial Co Inc 5.450% Due 09-06-34 20213 20287 30,000 First Citizens Bancshares Inc 5.600% Due 09-05-35 29860 29947 23,000 CMS Energy Corp 4.750% Due 06-01-50 22645 22622 29,000 Corebridge Financial Inc 6.875% Due 12-15-52 29626 29697 6,000 Energy Transfer LP 7.125% Due 10-01-54 6157 6156 29,000 Sempra 6.875% Due 10-01-54 29753 29835 21,000 CVS Health Corp 7.000% Due 03-10-55 22049 22030 30,000 Energy Northwest Wash Elec Rev 7.133% Due 11-01-66 30003 30116 18,000 PPL CAP FDG INC JR SB GLBL 67C7 6.616% Due 03-30-67 17848 17591 39,000 Emera Inc 6.750% Due 06-15-76 39336 39179 13,000 Enbridge Inc Mtn Cds- Sub Glbl Coco 80 5.750% Due 12-31-79 13114 13120 19,000 Toronto Dominion Bank Alt Tier I Glbl 8.125% Due 10-31-82 20032 20010 34,000 Bank Nova Scotia B C 8.000% Due 01-27-84 36305 36408 30,000 Huntington Bancshares Inc 4.450% Due Perpetual 29450 29502 30,000 Goldman Sachs Group Inc 3.650% Due Perpetual 29532 29569 28,000 BNP Paribas 8.500% Due Perpetual 29654 29714 32,000 Lincoln Natl Corp Ind Perp Jr Sb Glbl 9.250% Due Perpetual 34533 34242 30,000 Wells Fargo & Co 3.900% Due Perpetual 29858 29907 16,000 UBS Group AG 9.250% Due Perpetual 17440 17556 26,000 Societe Generale 10.000% Due Perpetual 28732 28902 14,000 Citigroup Inc 3.875% Due Perpetual 13946 13951 18,000 Corebridge Financial Inc 6.875% Due Perpetual 18247 18498 10,000 PNC Financial Services Group Inc 6.000% Due Perpetual 10086 10108 25,000 Capital One Financial Corp 3.950% Due Perpetual 24668 24700 44,000 Cemex Sa Euro Mtn Be 144A Perp Sub Regs Nt 5.125% Due Perpetual 43886 43866 5,000 HSBC Holdings PLC 6.500% Due Perpetual 5107 5098 30,000 Citizens Financial Group Inc 4.000% Due Perpetual 29639 29842 635 Ishares TR MBS ETF 60554 60465 4,083 Janus Detroit Str Tr Henderson Mtg 186843 186552 575 Janus Henderson Securitized Income ETF 29929 29935 233 Chevron Corp 29238 35512 221 ConocoPhillips 9467 20688 157 Valero Energy Corp 10824 25558 315 Williams Cos Inc 18114 18935 92 Air Prods & Chems Inc 24290 22726 360 BHP Billiton Ltd 15916 21733 38 Martin Marietta Materials Inc 12711 23661 139 3M Co 22764 22254 78 Cummins Inc 17820 39815 489 Johnson Controls Intl PLC 30311 58558 67 Lockheed Martin Corp 23885 32406 121 Broadridge Financial Solutions Inc 29695 27004 206 Paychex Inc 17939 23109 124 Union Pacific Corp 28205 28684 249 Starbucks Corp 24239 20968 96 Home Depot Inc 23055 33034 294 TJX Cos Inc 36150 45161 534 Coca-Cola Co 26339 37332 229 Philip Morris Intl Inc 19079 36732 178 Kimberly Clark Corp 20879 17958 157 Procter And Gamble Co 16387 22500 328 Abbott Laboratories 43551 41095 467 Medtronic PLC 38828 44860 248 AbbVie Inc 26698 56666 64 Amgen Inc 13848 20948 418 Gilead Sciences Inc 27477 51305 82 Johnson & Johnson 15253 16970 545 Bank America Corp 18767 29974 153 JPMorgan Chase & Co 18037 49300 165 PNC Financial Services Group Inc 21464 34440 31 BlackRock Inc 27812 33181 99 CME Group Inc 26877 27035 328 Morgan Stanley 29297 58230 298 American Intl Group Inc 11681 25494 101 Marsh Com 21717 18738 448 MetLife Inc 22617 35365 100 Intl Business Machines 30943 29621 439 Cisco Systems Inc 18723 33816 92 TE Connectivity Ltd 19084 20931 200 Broadcom Inc 6266 69220 210 Texas Instruments Inc 23432 36433 317 Duke Energy Corp 28214 37156 429 Sempra 28200 37876 323 Iron Mountain Inc PA 11207 26793 575 iShares TR 1 3 Yr Treas Bd ETF 46500 47621 186 iShares TR Iboxx Hi Yd ETF 16198 14997 1,129 Chevron Corp 108917 172071 1,116 Exxon Mobil Corp 118406 134299 235 Ecolab Inc 66994 61692 232 Linde PLC 71547 98922 148 Cummins Inc 33240 75547 126 Deere & Co 67031 58662 208 Eaton Corp PLC 78275 66250 506 Ge Aerospace Com New 100665 155863 117 Parker Hannifin Corp 51451 102838 162 Trane Technologies Plc 48589 63050 1,231 Uber Technologies Inc 93281 100585 168 Tesla Inc 70467 75553 232 Hilton Worldwide Holdings Inc 47641 66642 777 Starbucks Corp 66506 65431 1,096 Amazon.com Inc 122490 252979 148 Home Depot Inc 35170 50927 648 O'Reilly Automotive Inc 67161 59104 569 TJX Cos Inc 49276 87404 135 Caseys General Stores Inc 54005 74616 73 Costco Wholesale Corp 35471 62951 422 PepsiCo Inc 74588 60565 486 Procter And Gamble Co 56308 69649 131 Intuitive Surgical Inc 49982 74193 199 Stryker Corp 69370 69943 507 AbbVie Inc 84095 115844 146 Amgen Inc 28977 47787 95 Lilly Eli & Co 46899 102095 766 Merck & Co Inc 74567 80629 102 Thermo Fisher Scientific Inc 43133 59104 521 JPMorgan Chase & Co 75143 167877 177 Berkshire Hathaway Inc Del Cl B New 53753 88969 1,084 Brookfield Asset Managmt Ltd Cl A Lmt Vtg 47882 56791 141 MasterCard Incorporated 58877 80494 1,058 Morgan Stanley 85087 187827 104 S&P Global Inc 52954 54349 163 Visa Inc 35849 57166 374 Chubb Limited 80749 116734 231 Progressive Corp Ohio 55584 52603 195 Cadence Design System Inc 67253 60953 819 Microsoft Corp 159419 396085 355 Oracle Corp 56071 69193 1,918 Apple Inc 231266 521427 724 Arista Networks Inc 21942 94866 499 Advanced Micro Devices Inc 48212 106866 832 Broadcom Inc 89715 287955 1,241 Lam Research Corp New 53530 212434 2,809 NVIDIA Corp 68815 523878 280 T Mobile US Inc 72903 56851 1,464 Alphabet Inc 173517 458232 270 Meta Platforms Inc 65057 178224 780 Netflix Com Inc 48522 73134 508590 503382 5000 5000 General governance & counsel 750 0 750 Office expenses 629 314 315 Investment management fees 73786 73786 0 Excise tax 9676 0 0 Foreign taxes 553 553 0