2024-08-16T16:11:03-05:00 2023-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2023-01-01 760585077 Shirley and David Toomim Family Foundation SHIR 7136627784 5333 Gulfton St Houston TX 770812801 Bruce M Levy Vice President 7136627784 2024-08-16 1 0 Kurt Coburn P01638285 7134395739 2024-08-16 2023 2024-08-08 14:25:15Z X 8812716 X 648240 9562 9562 197590 197372 32809 5740541 32809 888201 239743 105000 52500 52500 975 0 975 7013 3506 3507 59842 59842 0 2000 0 0 348 87 174 142 71 71 175320 116006 57227 583500 583500 758820 116006 640727 129381 123737 26543 185489 185489 282750 47241 47241 1287132 1157149 1133966 4937737 5180569 6891564 459110 552205 554456 6993272 7122653 8812716 0 0 X 150000 150000 0 0 6843272 6972653 6993272 7122653 6993272 7122653 6993272 129381 0 7122653 0 7122653 Publicly traded securities 5740541 5707732 32809 32809 32809 1720 0 1720 0 1720 7082 0 5000 0 12082 0 10362 10362 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 1.00 30000 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 30000 0 0 Steve Robinson 5333 Gulfton St Houston TX 77081 Trustee 1.00 30000 0 0 Erica Baron 5333 Gulfton St Houston TX 77081 Trustee 1.00 15000 0 0 NONE 0 National Financial Services LLC 499 Washington Blvd Jersey City NJ 07310 Investment management 59780 0 0 8084888 307396 0 8392284 0 0 8392284 125884 8266400 413320 413320 1720 1720 411600 0 411600 0 411600 640727 0 640727 411600 0 0 42533 52819 416312 511664 640727 0 0 0 411600 229127 0 0 740791 0 0 0 0 0 0 42533 698258 52819 416312 229127 Shirley Wolff Toomim Bruce M Levy 5333 Gulfton St Houston TX 77081 7136627784 No prescribed form. None. None. Birthright Israel Foundation 711 Third Avenue 10th Fl New York NY 10017 N/A PC Support Houston area program 10000 Cade R Alpard Foundation for Pediatric Disease PO Box 19376 Houston TX 77224 N/A PC General support 1000 Congregation Beth Israel 5600 N Braeswood Blvd Houston TX 77096 N/A PC Center for Spiritual Direction 60000 Evelyn Rubenstein Jewish Community Center of Houston 5601 South Braeswood Boulevard Houston TX 77096 N/A PC Meals on Wheels, new building, Maccabi Games 72000 Hand in Hand 345 Piedmont Lake Road Pine Mountain GA 31822 N/A PC General Support 18000 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 Rice/UH spring campus lunches, emergency counseling 15000 Houston Jewish Community Foundation 5603 S Braeswood Blvd Houston TX 77096 N/A PC Joan Karff's Women on the Way Up 2500 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 Support for special needs camps and college funds 18000 Jewish Federation of Greater Houston 5603 South Braeswood Blvd Houston TX 77096 N/A PC Rashi/Kehillah/Leo Baeck 145000 JGIVE-Friends of Asor Fund USA Inc Derech Hebron 24 Suite JVP Jerusalem IS 9354212 N/A PC Duvdevan Foundation emergency funds 20000 Judith L Robinson Ovarian Cancer Foundation 4801 Woodway Drive Suite 365-W Houston TX 77056 N/A PC General support 2000 Moishe House 441 Saxony Road Barn 2 Encinitas CA 92024 N/A PC Moishe House-Houston 2022 10000 National Multiple Sclerosis Society 733 Third Avenue New York NY 10017 N/A PC General support 5000 SEARCH Homeless Services 2015 Congress Street Houston TX 77002 N/A PC House of Tiny Treasures 25000 Seven Acres Jewish Senior Care Services Inc 6200 North Braeswood Blvd Houston TX 77074 N/A PC Annual giving 10000 The Rose 12700 N Featherwood Dr 260 Houston TX 77034 N/A PC General support 5000 The Shlenker School 5600 North Braeswood Blvd Houston TX 77096 N/A PC Infant / Technology / Scholarship 65000 The Union for Reform Judaism 801 Bering Dr Houston TX 77057 N/A PC Greene Family Camp dining hall acoustic panels and related costs 50000 The University of Texas MD Anderson Cancer Center 1515 Holcombe Blvd Houston TX 77030 N/A GOV Nurse Fund 10000 Undies for Everyone 3610 Willowbend Blvd 1000 Houston TX 77054 N/A PC General support 5000 William Marsh Rice University 6100 Main Street MS 70 Houston TX 77005 N/A PC Houston Jewish History Archive 10000 583500 0 14 9562 14 197590 18 32809 0 239961 0 239961 0 0 0 0 0 0 0 0 0 0 X X 1 Shirley W Toomim 1100 Uptown Park Blvd 193 Houston TX 77056 648240 X Tax compliance 7013 3506 3507 35,000 AON PLC 3.875% 12/15/25 35959 34345 21,000 Assured Guaranty US Holdings Inc 6.125% 09/15/28 21048 22506 46,000 BP Cap Mkts America Inc 3.119% 05/04/26 45074 44722 25,000 Citigroup Inc 4.140% Due 05-24-25 25012 24955 6,000 CNA Financial Corp 3.450% 08/15/27 5671 5819 24,000 Columbia Pipeline Group Inc 4.500% 06/01/25 24138 23782 13,000 Comcast Corp 3.950% 10/15/25 13628 12930 22,000 Delta Airlines Pt 2019-1 3.204% 10/25/25 21537 21952 22,000 Deutsche Bank AG 3.700% 05/30/24 21566 21830 21,829 Federal Ex Corp 2020-1Aa 1.875% Due 08-20-35 17842 18286 22,000 Meta Platforms Inc 3.500% 08/15/27 20894 21714 22,000 Mississippi Power Co 3.950% 03/30/28 20791 21593 21,000 Morgan Stanley 5.164% 04/20/29 20633 21334 22,000 Natwest Group PLC 4.892% 05/18/29 20993 21723 35,000 Philip Morris Intl Inc 3.125% 03/02/28 30752 33431 24,000 RenaissanceRE Holdings Ltd 3.600% 04/15/29 21212 22446 31,000 Royal Bank CDA 5.660% 10/25/24 31000 31368 21,000 Schwab Charles Corp 5.875% 08/24/26 20982 21974 47,000 Simon Property Group LP 3.500% 09/01/25 48606 46458 22,000 TIAA Asset Mgmt Finance Co LLC 4.125% 11/01/24 21452 21814 14,234 United Airlines PTC 2020-1 5.875% Due 04-15-29 13984 14587 47,000 Wells Fargo Co 3.000% 10/23/26 49431 44887 563 AbbVie Inc 59677 87248 588 Advanced Micro Devices, Inc. 51097 86677 84 Air Products and Chemicals Inc 22813 22999 124 Alexandria Real Estate Equities Inc 14835 15719 1,725 Alphabet Inc Class A 208204 240965 1,135 Amazon.com Inc 111891 172452 286 American Express Company 38207 53579 375 American International Group Inc 14100 25406 251 Amgen Inc 51243 72293 1,878 Apple Inc 177920 361571 332 Arista Networks Inc 40247 78189 1,636 Bank of America Corp 58837 55084 209 Berkshire Hathaway Inc Cedear 63471 74542 360 BHP Group Ltd 15916 24592 100 Broadcom Inc 52078 111625 256 Camden Property Trust 27505 25418 556 Cardinal Health Inc 39348 56045 1,506 Carmax Inc 101984 115570 195 Caterpillar Inc. 41929 57656 1,526 Chevron Corp 149951 227618 440 Chubb Ltd 94170 99440 330 Cisco Systems Inc 11533 16672 1,218 Coca-Cola Co 66468 71777 257 ConocoPhillips 11009 29830 86 Costco Wholesale Corporation 41788 56767 1,001 Coterra Energy Inc 27489 25545 209 Crown Castle Inc 26067 24075 277 Cummins Inc 60633 66361 289 CVS Health Corp 19186 22819 94 Danaher Corp 11979 21746 48 Deckers Outdoor Corp 21195 32085 317 Duke Energy Corp 28214 30762 237 Eli Lilly And Co 77286 138152 2,208 Exxon Mobil Corp 238037 220756 146 Ferguson PLC 22080 28188 405 Fiserv Inc 42698 53800 358 Gilead Sciences, Inc. 23068 29002 821 GXO Logistics Inc 45841 50212 370 Home Depot Inc 77610 128223 326 Honeywell International Inc 57464 68365 406 Iron Mountain Inc 13829 28412 575 iShares 1-3 Year Treasury Bond ETF 46500 47173 186 iShares iBoxx $ High Yield Corporate Bond ETF 16198 14394 1,900 iShares MBS ETF 204720 178752 493 iShares Preferred and Income Securities ETF 18710 15377 1,155 iShares US Real Estate ETF 105331 105579 956 Janus Henderson AAA CLO ETF 48069 48087 6,257 Janus Henderson Mortgage-Backed Securities ETF 323396 287447 356 Johnson & Johnson 58325 55799 722 JPMorgan Chase & Co 90063 122812 178 Kimberly-Clark Corp 20879 21629 673 Kraft Heinz Co 24413 24888 472 Lam Research Corporation 163635 369699 326 Linde PLC 88235 133891 245 Lockheed Martin Corp 102595 111044 48 Martin Marietta Materials Inc 16004 23948 121 Mastercard Inc 43072 51608 156 McDonald's Corp 41831 46256 319 Medtronic PLC 25232 26279 763 Merck & Co Inc 66521 83182 280 Meta Platforms Inc 54029 99109 448 Metlife Inc 22617 29626 932 Microsoft Corp 154736 350469 1,628 Morgan Stanley 133762 151811 457 NVIDIA Corp 92703 226316 122 Palo Alto Networks Inc 22335 35975 138 Parker-Hannifin Corp 60686 63577 142 Paychex Inc 8890 16914 214 PepsiCo Inc 37689 36346 1,018 Pfizer Inc 39215 29308 229 Philip Morris International Inc. 19079 21544 165 PNC Financial Services Group Inc 21465 25550 729 Procter & Gamble Co 79691 106828 214 Prologis Inc 25630 28526 288 Rayonier Inc 11161 9622 52 Regeneron Pharmaceuticals Inc 42600 45671 249 Salesforce Inc 45126 65522 376 Sempra 24179 28098 111 Target Corp 14791 15809 362 Tesla Inc 66080 89950 210 Texas Instruments Inc 23432 35797 78 Thermo Fisher Scientific Inc 20865 41402 546 TJX Companies Inc 40354 51220 649 Truist Financial Corp 20937 23961 292 Union Pacific Corp 50337 71721 160 United Parcel Service, Inc. 20125 25157 208 UnitedHealth Group Inc 107748 109506 228 Valero Energy Corporation 15015 29640 194 Visa Inc 42666 50508 1152149 1128952 5000 5014 General governance & counsel 975 0 975 Office expenses 142 71 71 Investment management fees 59842 59842 0 Excise tax 2000 0 0