2023-07-06T12:56:35-05:00 2022-12-31 420714325 RSM US LLP 1330 POST OAK BLVD STE 2400 HOUSTON TX 77056 990PF 2022-01-01 760585077 SHIRLEY & DAVID TOOMIM FOUNDATION SHIR 7136627784 5333 GULFTON HOUSTON TX 77081 BRUCE M LEVY VICE PRESIDENT 7136627784 2023-06-30 1 BRUCE LEVY 999009999 0 ANDREW WAGNON P01778549 7136253500 2023-06-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 7601690 X X 5 5 200627 200627 427074 4931265 427074 1769 0 629475 627706 105000 52500 52500 9964 4982 4982 67501 67501 0 18320 320 0 44607 162 44445 245392 125465 101927 780500 780500 1025892 125465 882427 -396417 502241 84608 26543 26543 279194 282750 282750 697224 1287132 1229716 5476831 4937737 5627700 851638 459110 434981 7389495 6993272 7601690 0 0 X 150000 150000 0 0 7239495 6843272 7389495 6993272 7389495 6993272 7389495 -396417 194 6993272 0 6993272 PUBLICLY TRADED SECURITIES 1243401 1434914 -191513 -191513 PUBLICLY TRADED SECURITIES 3686158 3069277 616881 616881 CAPITAL GAINS DIVIDENDS P 1706 1706 1706 427074 6981 0 6981 0 6981 12063 0 0 0 12063 0 5082 5082 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 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 HOUSTON TX 77081 PRESIDENT 1.00 30000 0 0 SHIRLEY WOLFF TOOMIM 5333 GULFTON HOUSTON TX 77081 VICE PRESIDENT 1.00 0 0 0 BRUCE M LEVY 5333 GULFTON HOUSTON TX 77081 VICE PRESIDENT/SECRETARY/T 5.00 30000 0 0 STEVE ROBINSON 5333 GULFTON HOUSTON TX 77081 TRUSTEE 1.00 30000 0 0 ERICA BARON 5333 GULFTON HOUSTON TX 77081 TRUSTEE 1.00 15000 0 0 NONE 0 NONE 0 0 9156832 449186 0 9606018 0 0 9606018 144090 9461928 473096 473096 6981 6981 466115 0 466115 0 466115 882427 0 882427 466115 0 0 18835 42533 52819 114187 882427 0 0 0 466115 416312 0 0 530499 0 0 0 0 0 0 18835 511664 42533 52819 416312 SHIRLEY WOLFF TOOMIM BRUCE M LEVY 5333 GULFTON HOUSTON TX 77081 7136627784 NO PRESCRIBED FORM NONE NONE ALLEY THEATRE 615 TEXAS AVENUE HOUSTON TX 77002 NONE PC CAPITAL CAMPAIGN 10000 AMERICAN FRIENDS OF LIBI 45 BARTLETT CRES STE 2 BROOKLINE MA 02446 NONE PC SUPPORT DUVDEVAN FOUNDATION 10000 BIRTHRIGHT ISRAEL FOUNDATION PO BOX 21615 NEW YORK NY 10087 NONE PC SUPPORT HOUSTON AREA PROGRAM 10000 BROOKWOOD COMMUNITY 1752 FM 1489 BROOKSHIRE TX 77423 NONE PC CHISPA FILM PROJECT 25000 CADE R ALPARD FOUNDATION 13723 TAYLORCREST RD HOUSTON TX 77079 NONE PC GENERAL FUNDRAISING 1000 CONGREGATION BETH ISRAEL 5600 N BRAESWOOD BLVD HOUSTON TX 77096 NONE PC GENERAL SUPPORT AND CENTER FOR HEALING, HOPE AND THE HUMAN SPIRIT 62000 EVELYN RUBENSTEIN JCC HOUSTON 5601 S BRAESWOOD BLVD HOUSTON TX 77096 NONE PC GENERAL SUPPORT 72000 HAND IN HAND PO BOX 80102 PORTLAND OR 97280 NONE PC GENERAL SUPPORT 18000 HOUSTON ACHIEVEMENT PLACE 245 W 17TH STREET HOUSTON TX 77008 NONE PC GENERAL SUPPORT 10000 HOUSTON HILLEL 1700 BISSONNET HOUSTON TX 77005 NONE PC LUNCHES RICE/UH 10000 INSTITUTE OF SOUTHERN JEWISH LIFE 4915 I 55 N STE 100A JACKSON MS 39206 NONE PC GENERAL SUPPORT 15000 INTERFAITH MINISTRY 3303 MAIN STREET HOUSTON TX 77002 NONE PC SUPPORT AFGHAN REFUGEES IN HOUSTON AREA 5000 JEWISH CHILDREN REGIONAL SERVICE PO BOX 7368 METAIRIE LA 70010 NONE PC GENERAL SUPPORT 18000 JEWISH FAMILY SERVICE OF HOUSTON 4131 S BRAESWOOD HOUSTON TX 77025 NONE PC GENERAL SUPPORT 175000 JEWISH FEDERATION OF GREATER HOUSTON 5603 SOUTH BRAESWOOD BLVD HOUSTON TX 77096 NONE PC GENERAL SUPPORT 140000 JUDITH L ROBINSON OVARIAN CANCER FOUNDATION PO BOX 70163 HOUSTON TX 77270 NONE PC GENERAL SUPPORT 2000 MD ANDERSON CARING FUND P O BOX 4319 HOUSTON TX 77210 NONE PC NURSES FUND 10000 MOISHE HOUSE 441 SAXONY ROAD BARN 2 ENCINITAS CA 92024 NONE PC HOUSTON 2022 10000 MS SOCIETY 8111 NORTH STADIUM DRIVE HOUSTON TX 77054 NONE PC BP MS 150 5000 RICE UNIVERSITY JEWISH STUDIES PROGRAM 6100 MAIN STREET HOUSTON TX 77005 NONE PC HOUSTON JEWISH HISTORY ARCHIVE 10000 SEARCH 2015 CONGRESS AVENUE HOUSTON TX 77002 NONE PC HOUSE OF TINY TREASURES 25000 SEVEN ACRES 6200 NORTH BRAESWOOD HOUSTON TX 77074 NONE PC GENERAL SUPPORT 10000 SHLENKER SCHOOL 5600 NORTH BRAESWOOD BLVD HOUSTON TX 77096 NONE PC GENERAL EDUCATION SUPPORT 65000 THE ROSE 12700 N FEATHERWOOD DRIVE SUITE 260 HOUSTON TX 77034 NONE PC GENERAL SUPPORT 5000 UNDIES FOR EVERYONE 1700 BISSONNET HOUSTON TX 77005 NONE PC GENERAL SUPPORT 5000 URJ GREENE FAMILY CAMP 1192 SMITH LN BRUCEVILLE TX 76630 NONE PC JACKOFSKY FACULTY CENTER 50000 WOMEN ON THE WAY UP 3325 WESTHEIMER HOUSTON TX 77098 NONE PC JOAN KARFF MENTORING 2500 780500 0 14 5 14 200627 18 427074 NONDIVIDEND DISTRIBUTION 14 1675 TAX-EXEMPT INTEREST INCOME 14 94 0 629475 0 629475 11A THIS IS A RETURN OF CAPITAL AND THEREFORE NOT INVESTMENT INCOME SUBJECT TO TAX. 11B THIS IS TAX-EXEMPT INCOME UNDER IRC SECTION 103, AND THEREFORE NOT INVESTMENT INCOME SUBJECT TO TAX. 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 9964 4982 4982 FIDELITY MANAGED ACCOUNT STMT AVAILABLE UPON REQUEST 459110 434981 FIDELITY MANAGED ACCOUNT STMT AVAILABLE UPON REQUEST 4937737 5627700 0 0 1287132 1229716 BUSINESS MEALS 311 155 156 TRAVEL EXPENSES 44281 0 44281 BANK FEES 15 7 8 NONDIVIDEND DISTRIBUTION 1675 1675 TAX-EXEMPT INTEREST INCOME 94 94 TIMING DIFFERENCE 194 INVESTMENT MANAGEMENT FEES 67501 67501 0 FOREIGN TAXES PAID 320 320 0 FEDERAL EXCISE TAX 18000 0 0