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WEINGARTEN-SCHNITZER FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WEINGARTEN-SCHNITZER FOUNDATION INC (EIN 71-1005184)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-11
IRS object ID
202231319349105628
Schema version
2021v4.2
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)
Return2022-05-11T15:18:16-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-05-03SignatureDt
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

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)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,631,200FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$300,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$156InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$156InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$120,397DividendsRevAndExpnssAmt
Dividends Net Invst Incm$120,397DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$155,925NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$155,925GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$155,925CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$576,478TotalRevAndExpnssAmt
Total Net Invst Incm$276,478TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$1,520TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$13,112OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$58OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$13,054OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,632TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$58TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,054TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$444,024ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$444,024ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$458,656TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$58TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$457,078TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$117,822ExcessRevenueOverExpensesAmt
Net Investment Income$276,420NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$53,505SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$171,327SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$171,327SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,339,984CorporateStockBOYAmt
Corporate Stock EOY$3,339,984CorporateStockEOYAmt
Corporate Stock EOYFMV$2,459,873CorporateStockEOYFMVAmt
Total Assets BOY$3,393,489TotalAssetsBOYAmt
Total Assets EOY$3,511,311TotalAssetsEOYAmt
Total Assets EOYFMV$2,631,200TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,393,489RetainedEarningBOYAmt
Retained Earning EOY$3,511,311RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,393,489TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,511,311TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,393,489TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,511,311TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,393,489TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$117,822ExcessRevenueOverExpensesAmt
Subtotal$3,511,311SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,511,311TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$155,925GrossSalesPriceAmt
Cost Or Other Basis$0CostOrOtherBasisAmt
Gain Or Loss$155,925GainOrLossAmt
Gains Minus Excess Or Losses$155,925GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$155,925CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,842InvestmentIncomeExciseTaxAmt
Subtotal$3,842SubtotalAmt
Tax Based On Investment Income$3,842TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,306EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$1,306TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$2,536TaxDueAmt

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 EtcYes (true)OrganizationDissolvedEtcInd
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$2,139,076AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$154,288AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,293,364TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,293,364AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,400CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,258,964NetVlNoncharitableAssetsAmt
Minimum Investment Return$112,948MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$112,948MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,842TaxBasedOnInvestmentIncomeAmt
Total Tax$3,842TotalTaxAmt
Distributable Before Adj$109,106DistributableBeforeAdjAmt
Distributable Before Ded$109,106DistributableBeforeDedAmt
Distributable As Adjusted$109,106DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$457,078ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$457,078QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$109,106DistributableAsAdjustedAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Excess Distribution Cyov Yr5$42,488ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$169,231ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$128,916ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$377,495ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$314,400ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,032,530TotalExcessDistributionCyovAmt
Qualifying Distributions$457,078QualifyingDistributionsAmt
Applied To Current Year$109,106AppliedToCurrentYearAmt
Remaining Distri From Corpus$347,972RemainingDistriFromCorpusAmt
Total Corpus$1,380,502TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$42,488ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,338,014ExcessDistriCyovToNextYrAmt
Excess From Year4$169,231ExcessFromYear4Amt
Excess From Year3$128,916ExcessFromYear3Amt
Excess From Year2$377,495ExcessFromYear2Amt
Excess From Year1$314,400ExcessFromYear1Amt
Excess From Current Year$347,972ExcessFromCurrentYearAmt
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 (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN HEART ASSOCIATION
10060 BUFFALO SPEEDWAYHOUSTONTX77054N/APCGeneral & Unrestricted$100
AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVEDALLASTX75231N/APCGeneral & Unrestricted$250
BRENDA AND JOHN H DUNCAN RISE SCHOOL OF HOUSTON
5618 H MARK CROSSWELL JR STHOUSTONTX77021N/APCGeneral & Unrestricted$500
CANCER RESEARCH INSTITUTE INC
29 BROADWAY 4TH FLNEW YORKNY10006N/APCGeneral & Unrestricted$1,500
CHAMPIONS KIDS CAMP INC
9701 S MASON RDRICHMONDTX77407N/APCGeneral & Unrestricted$150
CONGREGATION BETH ISRAEL Beth Israel Sisterhood D
5600 N BRAESWOOD BLVDHOUSTONTX77096N/APCGeneral & Unrestricted$775
CONTEMPORARY ARTS MUSEUM HOUSTON
5020 MONTROSE BLVD STE 210HOUSTONTX77006N/APCGeneral & Unrestricted$2,500
CRIME STOPPERS OF HOUSTON INC
PO BOX 541654HOUSTONTX77254N/APCGeneral & Unrestricted$1,000
DEPELCHIN CHILDRENS CENTER
4950 MEMORIAL DRHOUSTONTX77007N/APCGeneral & Unrestricted$500
DISCOVERY GREEN CONSERVANCY
1500 MCKINNEY STHOUSTONTX77010N/APCGeneral & Unrestricted$1,000
HERITAGE SOCIETY
1100 BAGBY STHOUSTONTX77002N/APCGeneral & Unrestricted$250
HOLOCAUST MUSEUM HOUSTON
5401 CAROLINE STHOUSTONTX77004N/APCGeneral & Unrestricted$56,500
HOPE FOR DEPRESSION RESEARCH FOUNDATION
40 WEST 57TH ST STE 1440NEW YORKNY10019N/APCGeneral & Unrestricted$1,500
HOUSTON HOSPICE
1905 HOLCOMBE BLVDHOUSTONTX77030N/APCGeneral & Unrestricted$1,500
HOUSTON PUBLIC MEDIA FOUNDATION
PO BOX 3626HOUSTONTX77253N/APCGeneral & Unrestricted$100
ITALIAN CULTURAL & COMMUNITY CENTER OF HOUSTON
1101 MILFORD STHOUSTONTX77006N/APCGeneral & Unrestricted$1,000
K9S4COPS INC
3515 B LONGMIRE DR STE 342COLLEGE STATIONTX77845N/APCGeneral & Unrestricted$1,500
KNOWLEDGE ARTS FOUNDATION
2900 WESLAYAN STE 375HOUSTONTX77027N/APCGeneral & Unrestricted$1,000
MAKE-A-WISH FOUNDATION OF AMERICA
1702 E HIGHLAND AVE STE 400PHOENIXAZ85016N/APCGeneral & Unrestricted$750
METHODIST HOSPITAL FOUNDATION
PO BOX 4384HOUSTONTX77210N/ASO IGeneral & Unrestricted$2,500
MUSEUM OF FINE ARTS HOUSTON
PO BOX 6826HOUSTONTX77265N/APCGeneral & Unrestricted$110,000
MUSEUM OF FINE ARTS HOUSTON
PO BOX 6826HOUSTONTX77265N/APCPledge$250,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
123 WILLIAMS ST 10TH FLNEW YORKNY10038N/APCGeneral & Unrestricted$100
RICE UNIVERSITY - JAMES A BAKER III INSTITUTE FOR
PO BOX 1892 MS-40HOUSTONTX77251N/APCGeneral & Unrestricted$1,500
RIVER OAKS FOUNDATION INC
PO BOX 22632HOUSTONTX77227N/APCGeneral & Unrestricted$1,000
TEXAS CHILDRENS HOSPITAL
1919 S BRAESWOOD BLVD STE 5214HOUSTONTX77030N/APCGeneral & Unrestricted$1,000
THE CRYSTAL CHARITY BALL
TWO TURTLE CREEK 3838 OAK LAWN AVEDALLASTX75219N/APCGeneral & Unrestricted$2,500
THE MENIL FOUNDATION INC
1515 BRANARD STHOUSTONTX77006N/APCGeneral & Unrestricted$2,500
THE METHODIST HOSPITAL
6565 FANNIN ST GB240HOUSTONTX77030N/APCGeneral & Unrestricted$250
THE METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENEW YORKNY10028N/APCGeneral & Unrestricted$210
WORLD AFFAIRS COUNCIL OF GREATER HOUSTON
2500 E TC JESTER BLVD STE 350HOUSTONTX77008N/APCGeneral & Unrestricted$89
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$444,024TotalGrantOrContriPdDurYrAmt

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$156ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$120,397ExclusionAmt
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 Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$155,925ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$276,478ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$276,478TotalIncomeProducingActyAmt

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$300,000TotalContributionsAmt
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$2,459,873EOYFMVAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationAs explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2021, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $444,024. This amount represents 25% or more of the Foundation's net assets of $1,589,366 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2021. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.ExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$13,054$13,054
Bank Charges$58$58

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2021$1,300
990-PF Extension for 2020$220

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