SHIRLEY AND DAVID TOOMIM FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SHIRLEY AND DAVID TOOMIM FAMILY FOUNDATION (EIN 76-0585077)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-07-06
IRS object ID
202311879349100711
Schema version
2022v5.0
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)
Return2023-07-06T12:56:35-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11330 POST OAK BLVD STE 2400AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760585077EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHIRLEY & DAVID TOOMIM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHIRBusinessNameControlTxt
Phone7136627784PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15333 GULFTONAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77081ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE M LEVYPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone7136627784PhoneNum
Signature2023-06-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRUCEPersonFirstNm
Person LastLEVYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW WAGNONPreparerPersonNm
PTINP01778549PTIN
Phone7136253500PhoneNum
Preparation2023-06-30PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,601,690FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$200,627DividendsRevAndExpnssAmt
Dividends Net Invst Incm$200,627DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$427,074NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,931,265GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$427,074CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,769OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$629,475TotalRevAndExpnssAmt
Total Net Invst Incm$627,706TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$105,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$52,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$52,500CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,964AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,982AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,982AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$67,501OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$67,501OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$18,320TaxesRevAndExpnssAmt
Taxes Net Invst Incm$320TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$44,607OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$162OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$44,445OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$245,392TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$125,465TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$101,927TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$780,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$780,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,025,892TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$125,465TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$882,427TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$396,417ExcessRevenueOverExpensesAmt
Net Investment Income$502,241NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$84,608CashBOYAmt
Cash EOY$26,543CashEOYAmt
Cash EOYFMV$26,543CashEOYFMVAmt
Sav And Temp Cash Invst BOY$279,194SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$282,750SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$282,750SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$697,224USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,287,132USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,229,716USGovtObligationsEOYFMVAmt
Corporate Stock BOY$5,476,831CorporateStockBOYAmt
Corporate Stock EOY$4,937,737CorporateStockEOYAmt
Corporate Stock EOYFMV$5,627,700CorporateStockEOYFMVAmt
Corporate Bonds BOY$851,638CorporateBondsBOYAmt
Corporate Bonds EOY$459,110CorporateBondsEOYAmt
Corporate Bonds EOYFMV$434,981CorporateBondsEOYFMVAmt
Total Assets BOY$7,389,495TotalAssetsBOYAmt
Total Assets EOY$6,993,272TotalAssetsEOYAmt
Total Assets EOYFMV$7,601,690TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$150,000CapitalStockBOYAmt
Capital Stock EOY$150,000CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,239,495RetainedEarningBOYAmt
Retained Earning EOY$6,843,272RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,389,495TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,993,272TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,389,495TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,993,272TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,389,495TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$396,417ExcessRevenueOverExpensesAmt
Other Increases$194OtherIncreasesAmt
Subtotal$6,993,272SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,993,272TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$1,243,401$1,434,914-$191,513-$191,513
PUBLICLY TRADED SECURITIES$3,686,158$3,069,277$616,881$616,881
CAPITAL GAINS DIVIDENDS$1,706$1,706$1,706P
FieldValueIRS element (for citing)
Capital Gain Net Income$427,074CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,981InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,981SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,981TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,063EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,063TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,082OverpaymentAmt
Applied To ES Tax$5,082AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRUCE M LEVYIndividualWithBooksNm
Phone7136627784PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15333 GULFTONAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77081ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELLEN TOOMIM ROBINSON
5333 GULFTONHOUSTONTX77081PRESIDENT1.00$30,000$0$0
SHIRLEY WOLFF TOOMIM
5333 GULFTONHOUSTONTX77081VICE PRESIDENT1.00$0$0$0
BRUCE M LEVY
5333 GULFTONHOUSTONTX77081VICE PRESIDENT/SECRETARY/T5.00$30,000$0$0
STEVE ROBINSON
5333 GULFTONHOUSTONTX77081TRUSTEE1.00$30,000$0$0
ERICA BARON
5333 GULFTONHOUSTONTX77081TRUSTEE1.00$15,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,156,832AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$449,186AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,606,018TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,606,018AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$144,090CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,461,928NetVlNoncharitableAssetsAmt
Minimum Investment Return$473,096MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$473,096MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,981TaxBasedOnInvestmentIncomeAmt
Total Tax$6,981TotalTaxAmt
Distributable Before Adj$466,115DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$466,115DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$466,115DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$882,427ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$882,427QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$466,115DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$18,835ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$42,533ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$52,819ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$114,187TotalExcessDistributionCyovAmt
Qualifying Distributions$882,427QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$466,115AppliedToCurrentYearAmt
Remaining Distri From Corpus$416,312RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$530,499TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$18,835ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$511,664ExcessDistriCyovToNextYrAmt
Excess From Year4$42,533ExcessFromYear4Amt
Excess From Year1$52,819ExcessFromYear1Amt
Excess From Current Year$416,312ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSHIRLEY WOLFF TOOMIMContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBRUCE M LEVYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15333 GULFTONAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77081ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7136627784RecipientPhoneNum
Form And Info And MaterialsNO PRESCRIBED FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLEY THEATRE
615 TEXAS AVENUEHOUSTONTX77002NONEPCCAPITAL CAMPAIGN$10,000
AMERICAN FRIENDS OF LIBI
45 BARTLETT CRES STE 2BROOKLINEMA02446NONEPCSUPPORT DUVDEVAN FOUNDATION$10,000
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087NONEPCSUPPORT HOUSTON AREA PROGRAM$10,000
BROOKWOOD COMMUNITY
1752 FM 1489BROOKSHIRETX77423NONEPCCHISPA FILM PROJECT$25,000
CADE R ALPARD FOUNDATION
13723 TAYLORCREST RDHOUSTONTX77079NONEPCGENERAL FUNDRAISING$1,000
CONGREGATION BETH ISRAEL
5600 N BRAESWOOD BLVDHOUSTONTX77096NONEPCGENERAL SUPPORT AND CENTER FOR HEALING, HOPE AND THE HUMAN SPIRIT$62,000
EVELYN RUBENSTEIN JCC HOUSTON
5601 S BRAESWOOD BLVDHOUSTONTX77096NONEPCGENERAL SUPPORT$72,000
HAND IN HAND
PO BOX 80102PORTLANDOR97280NONEPCGENERAL SUPPORT$18,000
HOUSTON ACHIEVEMENT PLACE
245 W 17TH STREETHOUSTONTX77008NONEPCGENERAL SUPPORT$10,000
HOUSTON HILLEL
1700 BISSONNETHOUSTONTX77005NONEPCLUNCHES RICE/UH$10,000
INSTITUTE OF SOUTHERN JEWISH LIFE
4915 I 55 N STE 100AJACKSONMS39206NONEPCGENERAL SUPPORT$15,000
INTERFAITH MINISTRY
3303 MAIN STREETHOUSTONTX77002NONEPCSUPPORT AFGHAN REFUGEES IN HOUSTON AREA$5,000
JEWISH CHILDREN REGIONAL SERVICE
PO BOX 7368METAIRIELA70010NONEPCGENERAL SUPPORT$18,000
JEWISH FAMILY SERVICE OF HOUSTON
4131 S BRAESWOODHOUSTONTX77025NONEPCGENERAL SUPPORT$175,000
JEWISH FEDERATION OF GREATER HOUSTON
5603 SOUTH BRAESWOOD BLVDHOUSTONTX77096NONEPCGENERAL SUPPORT$140,000
JUDITH L ROBINSON OVARIAN CANCER FOUNDATION
PO BOX 70163HOUSTONTX77270NONEPCGENERAL SUPPORT$2,000
MD ANDERSON CARING FUND
P O BOX 4319HOUSTONTX77210NONEPCNURSES FUND$10,000
MOISHE HOUSE
441 SAXONY ROAD BARN 2ENCINITASCA92024NONEPCHOUSTON 2022$10,000
MS SOCIETY
8111 NORTH STADIUM DRIVEHOUSTONTX77054NONEPCBP MS 150$5,000
RICE UNIVERSITY JEWISH STUDIES PROGRAM
6100 MAIN STREETHOUSTONTX77005NONEPCHOUSTON JEWISH HISTORY ARCHIVE$10,000
SEARCH
2015 CONGRESS AVENUEHOUSTONTX77002NONEPCHOUSE OF TINY TREASURES$25,000
SEVEN ACRES
6200 NORTH BRAESWOODHOUSTONTX77074NONEPCGENERAL SUPPORT$10,000
SHLENKER SCHOOL
5600 NORTH BRAESWOOD BLVDHOUSTONTX77096NONEPCGENERAL EDUCATION SUPPORT$65,000
THE ROSE
12700 N FEATHERWOOD DRIVE SUITE 260HOUSTONTX77034NONEPCGENERAL SUPPORT$5,000
UNDIES FOR EVERYONE
1700 BISSONNETHOUSTONTX77005NONEPCGENERAL SUPPORT$5,000
URJ GREENE FAMILY CAMP
1192 SMITH LNBRUCEVILLETX76630NONEPCJACKOFSKY FACULTY CENTER$50,000
WOMEN ON THE WAY UP
3325 WESTHEIMERHOUSTONTX77098NONEPCJOAN KARFF MENTORING$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$780,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$200,627ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$427,074ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
NONDIVIDEND DISTRIBUTION14$1,675
TAX-EXEMPT INTEREST INCOME14$94

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$629,475ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$629,475TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
11ATHIS IS A RETURN OF CAPITAL AND THEREFORE NOT INVESTMENT INCOME SUBJECT TO TAX.
11BTHIS IS TAX-EXEMPT INCOME UNDER IRC SECTION 103, AND THEREFORE NOT INVESTMENT INCOME SUBJECT TO TAX.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$9,964Amt
Net Investment Income$4,982NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,982DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIDELITY MANAGED ACCOUNT STMT AVAILABLE UPON REQUESTBondNm
EOY Book Value$459,110EOYBookValueAmt
EOYFMV$434,981EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY MANAGED ACCOUNT STMT AVAILABLE UPON REQUESTStockNm
EOY Book Value$4,937,737EOYBookValueAmt
EOYFMV$5,627,700EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$1,287,132StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,229,716StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BUSINESS MEALS$311$155$156
TRAVEL EXPENSES$44,281$0$44,281
BANK FEES$15$7$8

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NONDIVIDEND DISTRIBUTION$1,675$1,675
TAX-EXEMPT INTEREST INCOME$94$94

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCEDesc
Amt$194Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$67,501Amt
Net Investment Income$67,501NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$320$320$0
FEDERAL EXCISE TAX$18,000$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.