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WEINGARTEN-SCHNITZER FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WEINGARTEN-SCHNITZER FOUNDATION INC (EIN 71-1005184)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-18
IRS object ID
202411099349100016
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-18T09:13:11-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN711005184EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Weingarten Schnitzer Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlWEINBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOAN SCHNITZERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-03-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOANPersonFirstNm
Person LastSCHNITZERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,209,518FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$150,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$923InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$923InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$101,788DividendsRevAndExpnssAmt
Dividends Net Invst Incm$101,788DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$252,711TotalRevAndExpnssAmt
Total Net Invst Incm$102,711TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$1,200TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$13,363OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$110OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$13,253OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,563TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$110TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,253TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$255,044ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$255,044ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$269,607TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$110TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$268,297TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,896ExcessRevenueOverExpensesAmt
Net Investment Income$102,601NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$99,846SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$82,950SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$82,950SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,339,984CorporateStockBOYAmt
Corporate Stock EOY$3,339,984CorporateStockEOYAmt
Corporate Stock EOYFMV$2,126,568CorporateStockEOYFMVAmt
Total Assets BOY$3,439,830TotalAssetsBOYAmt
Total Assets EOY$3,422,934TotalAssetsEOYAmt
Total Assets EOYFMV$2,209,518TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,439,830RetainedEarningBOYAmt
Retained Earning EOY$3,422,934RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,439,830TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,422,934TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,439,830TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,422,934TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,439,830TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,896ExcessRevenueOverExpensesAmt
Subtotal$3,422,934SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,422,934TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,426InvestmentIncomeExciseTaxAmt
Subtotal$1,426SubtotalAmt
Tax Based On Investment Income$1,426TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,217EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$1,217TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$209TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Douglas W Schnitzer
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec, Treas, VP1.0$0$0$0
Joan Schnitzer
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres1.0$0$0$0
Kenneth L Schnitzer Jr
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,956,339AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$55,743AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,012,082TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,012,082AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,181CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,981,901NetVlNoncharitableAssetsAmt
Minimum Investment Return$99,095MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$99,095MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,426TaxBasedOnInvestmentIncomeAmt
Total Tax$1,426TotalTaxAmt
Distributable Before Adj$97,669DistributableBeforeAdjAmt
Distributable Before Ded$97,669DistributableBeforeDedAmt
Distributable As Adjusted$97,669DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$268,297ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$268,297QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$97,669DistributableAsAdjustedAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Excess Distribution Cyov Yr5$128,916ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$377,495ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$314,400ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$347,972ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$386,609ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,555,392TotalExcessDistributionCyovAmt
Qualifying Distributions$268,297QualifyingDistributionsAmt
Applied To Current Year$97,669AppliedToCurrentYearAmt
Remaining Distri From Corpus$170,628RemainingDistriFromCorpusAmt
Total Corpus$1,726,020TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$128,916ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,597,104ExcessDistriCyovToNextYrAmt
Excess From Year4$377,495ExcessFromYear4Amt
Excess From Year3$314,400ExcessFromYear3Amt
Excess From Year2$347,972ExcessFromYear2Amt
Excess From Year1$386,609ExcessFromYear1Amt
Excess From Current Year$170,628ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJoan SchnitzerContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
2500 FONDREN RD STE 100HOUSTONTX77063N/APCGeneral & Unrestricted$5,000
ARTHRITIS FOUNDATION INC - SOUTH TEXAS REGION
7941 KATY FREEWAY 32HOUSTONTX77024N/APCGeneral & Unrestricted$500
ASSISTANCE LEAGUE OF HOUSTON
PO BOX 79668HOUSTONTX77279N/APCGeneral & Unrestricted$1,600
BE AN ANGEL FUND INC
2003 ALDINE BENDER RDHOUSTONTX77032N/APCGeneral & Unrestricted$1,500
CHAMPIONS KIDS CAMP INC
9701 S MASON RDRICHMONDTX77407N/APCGeneral & Unrestricted$100
CHILDRENS CHARITY
1600 W LOOP S STE 610HOUSTONTX77027N/APCGeneral & Unrestricted$1,000
CONGREGATION BETH ISRAEL Beth Israel Sisterhood D
5600 N BRAESWOOD BLVDHOUSTONTX77096N/APCGeneral & Unrestricted$54
CONTEMPORARY ARTS MUSEUM HOUSTON
5020 MONTROSE BLVD STE 210HOUSTONTX77006N/APCGeneral & Unrestricted$1,000
CRIME STOPPERS OF HOUSTON INC
PO BOX 541654HOUSTONTX77254N/APCGeneral & Unrestricted$2,000
DEPELCHIN CHILDRENS CENTER
4950 MEMORIAL DRHOUSTONTX77007N/APCGeneral & Unrestricted$250
GOOD SAMARITAN FOUNDATION OF TEXAS INC
3262 WESTHEIMER ROAD STE 764HOUSTONTX77098N/APCGeneral & Unrestricted$1,000
HERMANN PARK CONSERVANCY
1700 HERMANN DRHOUSTONTX77004N/APCGeneral & Unrestricted$250
HOLOCAUST MUSEUM HOUSTON
5401 CAROLINE STHOUSTONTX77004N/APCGeneral & Unrestricted$13,500
HOPE FOR DEPRESSION RESEARCH FOUNDATION
40 WEST 57TH ST STE 1440NEW YORKNY10019N/APCGeneral & Unrestricted$1,000
HOUSTON CENTER FOR CONTEMPORARY CRAFT
4848 MAIN STHOUSTONTX77002N/APCGeneral & Unrestricted$300
HOUSTON FOOD BANK
535 PORTWALL STHOUSTONTX77029N/APCGeneral & Unrestricted$100
HOUSTON PUBLIC MEDIA FOUNDATION
4343 ELGIN STHOUSTONTX77204N/APCGeneral & Unrestricted$250
HOUSTON REVISION
6856 BELLAIRE BLVDHOUSTONTX77074N/APCGeneral & Unrestricted$500
LIGHTHOUSE GUILD INTERNATIONAL INC
250 W 64TH STNEW YORKNY10023N/APCGeneral & Unrestricted$1,000
MAKE-A-WISH FOUNDATION OF AMERICA
1702 E HIGHLAND AVE STE 400PHOENIXAZ85016N/APCGeneral & Unrestricted$100
MEMORIAL HERMANN FOUNDATION
929 GESSNER DRIVE STE 2650HOUSTONTX77024N/ASO IGeneral & Unrestricted$1,000
MEMORIAL PARK CONSERVANCY INC
7575 N PICNICHOUSTONTX77007N/APCGeneral & Unrestricted$250
METHODIST HOSPITAL FOUNDATION
PO BOX 4384HOUSTONTX77210N/ASO IGeneral & Unrestricted$2,250
METHODIST HOSPITAL FOUNDATION
PO BOX 4384HOUSTONTX77210N/ASO ICenter for Bioenergetics$20,000
MISSIONS OF YAHWEH INC
10247 ALGIERS RDHOUSTONTX77041N/APCGeneral & Unrestricted$500
MUSEUM OF FINE ARTS HOUSTON
PO BOX 6826HOUSTONTX77265N/APCLeadership Circle Fund$2,500
MUSEUM OF FINE ARTS HOUSTON
PO BOX 6826HOUSTONTX77265N/APCGeneral & Unrestricted$125,200
NATIONAL EXCHANGE CLUB FOUNDATION INC
3050 CENTRAL AVETOLEDOOH43606N/APCGeneral & Unrestricted$200
RICE UNIVERSITY - JAMES A BAKER III INSTITUTE FOR
PO BOX 1892 MS-40HOUSTONTX77251N/APCGeneral & Unrestricted$3,750
STAR OF HOPE MISSION
4848 LOOP CENTRAL DR STE 500HOUSTONTX77081N/APCGeneral & Unrestricted$140
TACA INC
1722 ROUTH ST STE 800DALLASTX75201N/APCGeneral & Unrestricted$10,000
TEXAS CHILDRENS HOSPITAL
1919 S BRAESWOOD BLVD STE 5214HOUSTONTX77030N/APCGeneral & Unrestricted$5,000
TEXAS HEART INSTITUTE
PO BOX 20345HOUSTONTX77225N/APCGeneral & Unrestricted$30,000
THE CRYSTAL CHARITY BALL
TWO TURTLE CREEK 3838 OAK LAWN AVEDALLASTX75219N/APCGeneral & Unrestricted$2,500
THE MENIL FOUNDATION INC
1515 BRANARD STHOUSTONTX77006N/APCGeneral & Unrestricted$1,500
THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER
PO BOX 4486HOUSTONTX77210N/AGOVGeneral & Unrestricted$12,750
THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTE
PO BOX 910888DALLASTX75391N/AGOVGeneral & Unrestricted$5,750
UNIVERSITY OF SOUTHERN CALIFORNIA
1150 S OLIVE ST 25TH FLLOS ANGELESCA90015N/APCZilka Neurogenic Institute of USC$250
WWP INC - WOUNDED WARRIOR PROJECT INC
PO BOX 758516TOPEKAKS66675N/APCGeneral & Unrestricted$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$255,044TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$923ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$101,788ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$102,711ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$102,711TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSchnitzer JoanContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13650 Knollwood StreetAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77019ZIPCd
FieldValueIRS element (for citing)
Total Contributions$150,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockKIMCO RLTY CORPStockNm
EOY Book Value$3,339,984EOYBookValueAmt
EOYFMV$2,126,568EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$13,228$13,228
Bank Charges$110$110
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2023CategoryTxt
Amt$1,200Amt

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