SHIRLEY AND DAVID TOOMIM FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SHIRLEY AND DAVID TOOMIM FAMILY FOUNDATION (EIN 76-0585077)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-16
- IRS object ID
- 202422299349100802
- Schema version
- 2023v5.1
- 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 | 2024-08-16T16:11:03-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | Vice President | PersonTitleTxt |
| Phone | 7136627784 | PhoneNum |
| Signature | 2024-08-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2024-08-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,812,716 | 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 | $648,240 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,562 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,562 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $197,590 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $197,372 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,809 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,740,541 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,809 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $888,201 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $239,743 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $105,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $52,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $52,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $975 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $975 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,013 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,506 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,507 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $59,842 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,842 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $348 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $87 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $174 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $142 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $71 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $71 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $175,320 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $116,006 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57,227 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $583,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $583,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $758,820 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $116,006 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $640,727 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $129,381 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $123,737 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,543 | CashBOYAmt |
| Cash EOY | $185,489 | CashEOYAmt |
| Cash EOYFMV | $185,489 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $282,750 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,241 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,241 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,287,132 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,157,149 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,133,966 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,937,737 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,180,569 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,891,564 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $459,110 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $552,205 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $554,456 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,993,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,122,653 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,812,716 | 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 | $6,843,272 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,972,653 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,993,272 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,122,653 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,993,272 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,122,653 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,993,272 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $129,381 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,122,653 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,122,653 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly traded securities | PropertyDesc |
| Gross Sales Price | $5,740,541 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,707,732 | CostOrOtherBasisAmt |
| Gain Or Loss | $32,809 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $32,809 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,809 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,720 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,720 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,720 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,082 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,082 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,362 | OverpaymentAmt |
| Applied To ES Tax | $10,362 | 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 | 1.00 | $30,000 | $0 | $0 |
| Shirley Wolff Toomim | ||||||||
| 5333 Gulfton St | Houston | TX | 77081 | Vice President | 1.00 | $0 | $0 | $0 |
| Bruce M Levy | ||||||||
| 5333 Gulfton St | Houston | TX | 77081 | VP/Secretary/Treasurer | 5.00 | $30,000 | $0 | $0 |
| Steve Robinson | ||||||||
| 5333 Gulfton St | Houston | TX | 77081 | Trustee | 1.00 | $30,000 | $0 | $0 |
| Erica Baron | ||||||||
| 5333 Gulfton St | Houston | TX | 77081 | Trustee | 1.00 | $15,000 | $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 | National Financial Services LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 499 Washington Blvd | AddressLine1Txt |
| City | Jersey City | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07310 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment management | ServiceTypeTxt |
| Compensation | $59,780 | 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 | $8,084,888 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $307,396 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,392,284 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,392,284 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,884 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,266,400 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $413,320 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $413,320 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,720 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,720 | TotalTaxAmt |
| Distributable Before Adj | $411,600 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $411,600 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $411,600 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $640,727 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $640,727 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $411,600 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $42,533 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $52,819 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $416,312 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $511,664 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $640,727 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $411,600 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $229,127 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $740,791 | 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 | $42,533 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $698,258 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $52,819 | ExcessFromYear2Amt |
| Excess From Year1 | $416,312 | ExcessFromYear1Amt |
| Excess From Current Year | $229,127 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Shirley Wolff Toomim | ContributingManagerNm |
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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Birthright Israel Foundation | |||||||||||
| 711 Third Avenue 10th Fl | New York | NY | 10017 | N/A | PC | Support Houston area program | $10,000 | ||||
| Cade R Alpard Foundation for Pediatric Disease | |||||||||||
| PO Box 19376 | Houston | TX | 77224 | N/A | PC | General support | $1,000 | ||||
| Congregation Beth Israel | |||||||||||
| 5600 N Braeswood Blvd | Houston | TX | 77096 | N/A | PC | Center for Spiritual Direction | $60,000 | ||||
| Evelyn Rubenstein Jewish Community Center of Houston | |||||||||||
| 5601 South Braeswood Boulevard | Houston | TX | 77096 | N/A | PC | Meals on Wheels, new building, Maccabi Games | $72,000 | ||||
| Hand in Hand | |||||||||||
| 345 Piedmont Lake Road | Pine Mountain | GA | 31822 | N/A | PC | General Support | $18,000 | ||||
| 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 | Rice/UH spring campus lunches, emergency counseling | $15,000 | ||||
| Houston Jewish Community Foundation | |||||||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | N/A | PC | Joan Karff's Women on the Way Up | $2,500 | ||||
| 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 | Support for special needs camps and college funds | $18,000 | ||||
| Jewish Federation of Greater Houston | |||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | N/A | PC | Rashi/Kehillah/Leo Baeck | $145,000 | ||||
| JGIVE-Friends of Asor Fund USA Inc | |||||||||||
| N/A | PC | Duvdevan Foundation emergency funds | $20,000 | Derech Hebron 24 Suite JVP | Jerusalem | IS | 9354212 | ||||
| Judith L Robinson Ovarian Cancer Foundation | |||||||||||
| 4801 Woodway Drive Suite 365-W | Houston | TX | 77056 | N/A | PC | General support | $2,000 | ||||
| Moishe House | |||||||||||
| 441 Saxony Road Barn 2 | Encinitas | CA | 92024 | N/A | PC | Moishe House-Houston 2022 | $10,000 | ||||
| National Multiple Sclerosis Society | |||||||||||
| 733 Third Avenue | New York | NY | 10017 | N/A | PC | General support | $5,000 | ||||
| SEARCH Homeless Services | |||||||||||
| 2015 Congress Street | Houston | TX | 77002 | N/A | PC | House of Tiny Treasures | $25,000 | ||||
| Seven Acres Jewish Senior Care Services Inc | |||||||||||
| 6200 North Braeswood Blvd | Houston | TX | 77074 | N/A | PC | Annual giving | $10,000 | ||||
| The Rose | |||||||||||
| 12700 N Featherwood Dr 260 | Houston | TX | 77034 | N/A | PC | General support | $5,000 | ||||
| The Shlenker School | |||||||||||
| 5600 North Braeswood Blvd | Houston | TX | 77096 | N/A | PC | Infant / Technology / Scholarship | $65,000 | ||||
| The Union for Reform Judaism | |||||||||||
| 801 Bering Dr | Houston | TX | 77057 | N/A | PC | Greene Family Camp dining hall acoustic panels and related costs | $50,000 | ||||
| The University of Texas MD Anderson Cancer Center | |||||||||||
| 1515 Holcombe Blvd | Houston | TX | 77030 | N/A | GOV | Nurse Fund | $10,000 | ||||
| Undies for Everyone | |||||||||||
| 3610 Willowbend Blvd 1000 | Houston | TX | 77054 | N/A | PC | General support | $5,000 | ||||
| William Marsh Rice University | |||||||||||
| 6100 Main Street MS 70 | Houston | TX | 77005 | N/A | PC | Houston Jewish History Archive | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $583,500 | 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 | $9,562 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $197,590 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,809 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $239,961 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $239,961 | 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 | Shirley W Toomim | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 Uptown Park Blvd 193 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $648,240 | 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 | $7,013 | Amt |
| Net Investment Income | $3,506 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,507 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (22 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 35,000 AON PLC 3.875% 12/15/25 | $35,959 | $34,345 |
| 21,000 Assured Guaranty US Holdings Inc 6.125% 09/15/28 | $21,048 | $22,506 |
| 46,000 BP Cap Mkts America Inc 3.119% 05/04/26 | $45,074 | $44,722 |
| 25,000 Citigroup Inc 4.140% Due 05-24-25 | $25,012 | $24,955 |
| 6,000 CNA Financial Corp 3.450% 08/15/27 | $5,671 | $5,819 |
| 24,000 Columbia Pipeline Group Inc 4.500% 06/01/25 | $24,138 | $23,782 |
| 13,000 Comcast Corp 3.950% 10/15/25 | $13,628 | $12,930 |
| 22,000 Delta Airlines Pt 2019-1 3.204% 10/25/25 | $21,537 | $21,952 |
| 22,000 Deutsche Bank AG 3.700% 05/30/24 | $21,566 | $21,830 |
| 21,829 Federal Ex Corp 2020-1Aa 1.875% Due 08-20-35 | $17,842 | $18,286 |
| 22,000 Meta Platforms Inc 3.500% 08/15/27 | $20,894 | $21,714 |
| 22,000 Mississippi Power Co 3.950% 03/30/28 | $20,791 | $21,593 |
| 21,000 Morgan Stanley 5.164% 04/20/29 | $20,633 | $21,334 |
| 22,000 Natwest Group PLC 4.892% 05/18/29 | $20,993 | $21,723 |
| 35,000 Philip Morris Intl Inc 3.125% 03/02/28 | $30,752 | $33,431 |
| 24,000 RenaissanceRE Holdings Ltd 3.600% 04/15/29 | $21,212 | $22,446 |
| 31,000 Royal Bank CDA 5.660% 10/25/24 | $31,000 | $31,368 |
| 21,000 Schwab Charles Corp 5.875% 08/24/26 | $20,982 | $21,974 |
| 47,000 Simon Property Group LP 3.500% 09/01/25 | $48,606 | $46,458 |
| 22,000 TIAA Asset Mgmt Finance Co LLC 4.125% 11/01/24 | $21,452 | $21,814 |
| 14,234 United Airlines PTC 2020-1 5.875% Due 04-15-29 | $13,984 | $14,587 |
| 47,000 Wells Fargo Co 3.000% 10/23/26 | $49,431 | $44,887 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (89 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 563 AbbVie Inc | $59,677 | $87,248 |
| 588 Advanced Micro Devices, Inc. | $51,097 | $86,677 |
| 84 Air Products and Chemicals Inc | $22,813 | $22,999 |
| 124 Alexandria Real Estate Equities Inc | $14,835 | $15,719 |
| 1,725 Alphabet Inc Class A | $208,204 | $240,965 |
| 1,135 Amazon.com Inc | $111,891 | $172,452 |
| 286 American Express Company | $38,207 | $53,579 |
| 375 American International Group Inc | $14,100 | $25,406 |
| 251 Amgen Inc | $51,243 | $72,293 |
| 1,878 Apple Inc | $177,920 | $361,571 |
| 332 Arista Networks Inc | $40,247 | $78,189 |
| 1,636 Bank of America Corp | $58,837 | $55,084 |
| 209 Berkshire Hathaway Inc Cedear | $63,471 | $74,542 |
| 360 BHP Group Ltd | $15,916 | $24,592 |
| 100 Broadcom Inc | $52,078 | $111,625 |
| 256 Camden Property Trust | $27,505 | $25,418 |
| 556 Cardinal Health Inc | $39,348 | $56,045 |
| 1,506 Carmax Inc | $101,984 | $115,570 |
| 195 Caterpillar Inc. | $41,929 | $57,656 |
| 1,526 Chevron Corp | $149,951 | $227,618 |
| 440 Chubb Ltd | $94,170 | $99,440 |
| 330 Cisco Systems Inc | $11,533 | $16,672 |
| 1,218 Coca-Cola Co | $66,468 | $71,777 |
| 257 ConocoPhillips | $11,009 | $29,830 |
| 86 Costco Wholesale Corporation | $41,788 | $56,767 |
| 1,001 Coterra Energy Inc | $27,489 | $25,545 |
| 209 Crown Castle Inc | $26,067 | $24,075 |
| 277 Cummins Inc | $60,633 | $66,361 |
| 289 CVS Health Corp | $19,186 | $22,819 |
| 94 Danaher Corp | $11,979 | $21,746 |
| 48 Deckers Outdoor Corp | $21,195 | $32,085 |
| 317 Duke Energy Corp | $28,214 | $30,762 |
| 237 Eli Lilly And Co | $77,286 | $138,152 |
| 2,208 Exxon Mobil Corp | $238,037 | $220,756 |
| 146 Ferguson PLC | $22,080 | $28,188 |
| 405 Fiserv Inc | $42,698 | $53,800 |
| 358 Gilead Sciences, Inc. | $23,068 | $29,002 |
| 821 GXO Logistics Inc | $45,841 | $50,212 |
| 370 Home Depot Inc | $77,610 | $128,223 |
| 326 Honeywell International Inc | $57,464 | $68,365 |
| 406 Iron Mountain Inc | $13,829 | $28,412 |
| 575 iShares 1-3 Year Treasury Bond ETF | $46,500 | $47,173 |
| 186 iShares iBoxx $ High Yield Corporate Bond ETF | $16,198 | $14,394 |
| 1,900 iShares MBS ETF | $204,720 | $178,752 |
| 493 iShares Preferred and Income Securities ETF | $18,710 | $15,377 |
| 1,155 iShares US Real Estate ETF | $105,331 | $105,579 |
| 956 Janus Henderson AAA CLO ETF | $48,069 | $48,087 |
| 6,257 Janus Henderson Mortgage-Backed Securities ETF | $323,396 | $287,447 |
| 356 Johnson & Johnson | $58,325 | $55,799 |
| 722 JPMorgan Chase & Co | $90,063 | $122,812 |
| 178 Kimberly-Clark Corp | $20,879 | $21,629 |
| 673 Kraft Heinz Co | $24,413 | $24,888 |
| 472 Lam Research Corporation | $163,635 | $369,699 |
| 326 Linde PLC | $88,235 | $133,891 |
| 245 Lockheed Martin Corp | $102,595 | $111,044 |
| 48 Martin Marietta Materials Inc | $16,004 | $23,948 |
| 121 Mastercard Inc | $43,072 | $51,608 |
| 156 McDonald's Corp | $41,831 | $46,256 |
| 319 Medtronic PLC | $25,232 | $26,279 |
| 763 Merck & Co Inc | $66,521 | $83,182 |
| 280 Meta Platforms Inc | $54,029 | $99,109 |
| 448 Metlife Inc | $22,617 | $29,626 |
| 932 Microsoft Corp | $154,736 | $350,469 |
| 1,628 Morgan Stanley | $133,762 | $151,811 |
| 457 NVIDIA Corp | $92,703 | $226,316 |
| 122 Palo Alto Networks Inc | $22,335 | $35,975 |
| 138 Parker-Hannifin Corp | $60,686 | $63,577 |
| 142 Paychex Inc | $8,890 | $16,914 |
| 214 PepsiCo Inc | $37,689 | $36,346 |
| 1,018 Pfizer Inc | $39,215 | $29,308 |
| 229 Philip Morris International Inc. | $19,079 | $21,544 |
| 165 PNC Financial Services Group Inc | $21,465 | $25,550 |
| 729 Procter & Gamble Co | $79,691 | $106,828 |
| 214 Prologis Inc | $25,630 | $28,526 |
| 288 Rayonier Inc | $11,161 | $9,622 |
| 52 Regeneron Pharmaceuticals Inc | $42,600 | $45,671 |
| 249 Salesforce Inc | $45,126 | $65,522 |
| 376 Sempra | $24,179 | $28,098 |
| 111 Target Corp | $14,791 | $15,809 |
| 362 Tesla Inc | $66,080 | $89,950 |
| 210 Texas Instruments Inc | $23,432 | $35,797 |
| 78 Thermo Fisher Scientific Inc | $20,865 | $41,402 |
| 546 TJX Companies Inc | $40,354 | $51,220 |
| 649 Truist Financial Corp | $20,937 | $23,961 |
| 292 Union Pacific Corp | $50,337 | $71,721 |
| 160 United Parcel Service, Inc. | $20,125 | $25,157 |
| 208 UnitedHealth Group Inc | $107,748 | $109,506 |
| 228 Valero Energy Corporation | $15,015 | $29,640 |
| 194 Visa Inc | $42,666 | $50,508 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,152,149 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,128,952 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $5,000 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $5,014 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General governance & counsel | CategoryTxt |
| Legal Fees | $975 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $975 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Office expenses | Desc |
| Revenue And Expenses Per Books | $142 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $71 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $71 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $59,842 | Amt |
| Net Investment Income | $59,842 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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