SHIRLEY AND DAVID TOOMIM FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SHIRLEY AND DAVID TOOMIM FAMILY FOUNDATION (EIN 76-0585077)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-13
IRS object ID
202242869349100804
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)
Return2022-10-13T09:52:22-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-06-23SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW WAGNONPreparerPersonNm
PTINP01778549PTIN
Phone7136253500PhoneNum
Preparation2022-06-23PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$9,756,749FMVAssetsEOYAmt
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$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$197,274DividendsRevAndExpnssAmt
Dividends Net Invst Incm$197,274DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$670,134NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,894,013GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$670,134CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,960OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$871,370TotalRevAndExpnssAmt
Total Net Invst Incm$867,410TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$90,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$45,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$45,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,208AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,604AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,604AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$68,847OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$68,847OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,958TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,958TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$217OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$108OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$109OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$174,230TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$122,517TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$48,713TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$422,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$422,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$596,730TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$122,517TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$471,213TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$274,640ExcessRevenueOverExpensesAmt
Net Investment Income$744,893NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,532CashBOYAmt
Cash EOY$84,608CashEOYAmt
Cash EOYFMV$84,608CashEOYFMVAmt
Sav And Temp Cash Invst BOY$246,409SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$279,194SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$279,194SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,168,346USGovernmentObligationsBOYAmt
US Government Obligations EOY$697,224USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$713,163USGovtObligationsEOYFMVAmt
Corporate Stock BOY$5,097,951CorporateStockBOYAmt
Corporate Stock EOY$5,476,831CorporateStockEOYAmt
Corporate Stock EOYFMV$7,836,215CorporateStockEOYFMVAmt
Corporate Bonds BOY$593,367CorporateBondsBOYAmt
Corporate Bonds EOY$851,638CorporateBondsEOYAmt
Corporate Bonds EOYFMV$843,569CorporateBondsEOYFMVAmt
Total Assets BOY$7,113,605TotalAssetsBOYAmt
Total Assets EOY$7,389,495TotalAssetsEOYAmt
Total Assets EOYFMV$9,756,749TotalAssetsEOYFMVAmt
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$6,963,605RetainedEarningBOYAmt
Retained Earning EOY$7,239,495RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,113,605TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,389,495TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,113,605TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,389,495TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,113,605TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$274,640ExcessRevenueOverExpensesAmt
Other Increases$1,250OtherIncreasesAmt
Subtotal$7,389,495SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,389,495TotNetAstOrFundBalancesEOYAmt

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$1,084,218$1,050,618$33,600$33,600
PUBLICLY TRADED SECURITIES$2,807,851$2,173,261$634,590$634,590
CAPITAL GAINS DIVIDENDS$1,944$1,944$1,944P
FieldValueIRS element (for citing)
Capital Gain Net Income$670,134CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,354InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,354SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,354TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,417EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$18,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$22,417TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$12,063OverpaymentAmt
Applied To ES Tax$12,063AppliedToESTaxAmt
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 (4 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
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$8,431,049AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$274,498AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,705,547TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,705,547AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$130,583CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,574,964NetVlNoncharitableAssetsAmt
Minimum Investment Return$428,748MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$428,748MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,354TaxBasedOnInvestmentIncomeAmt
Total Tax$10,354TotalTaxAmt
Distributable Before Adj$418,394DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$418,394DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$418,394DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$471,213ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$471,213QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$418,394DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$32,545ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$18,835ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$42,533ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$93,913TotalExcessDistributionCyovAmt
Qualifying Distributions$471,213QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$418,394AppliedToCurrentYearAmt
Remaining Distri From Corpus$52,819RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$146,732TotalCorpusAmt
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$32,545ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$114,187ExcessDistriCyovToNextYrAmt
Excess From Year4$18,835ExcessFromYear4Amt
Excess From Year3$42,533ExcessFromYear3Amt
Excess From Current Year$52,819ExcessFromCurrentYearAmt

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 (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BROOKWOOD COMMUNITY
1752 FM 1489BROOKSHIRETX77423NONEPCCHISPA FILM PROJECT$25,000
CADE R ALPARD FOUNDATION
13723 TAYLORCREST RDHOUSTONTX77079NONEPCGENERAL FUNDRAISING$1,000
CASA DE ESPERANZA
PO BOX 66581HOUSTONTX77266NONEPCCOVID SUPPORT NEEDS$11,500
EMERY WEINER SCHOOL
9825 STELLA LINK RDHOUSTONTX77025NONEPCPARKING ON THE GREEN$25,000
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 FEDERATION OF GREATER HOUSTON
5603 SOUTH BRAESWOOD BLVDHOUSTONTX77096NONEPCVARIOUS$55,000
JUDITH L ROBINSON OVARIAN CANCER FOUNDATION
PO BOX 70163HOUSTONTX77270NONEPCGENERAL SUPPORT$2,000
MD ANDERSON CARING FUND
P O BOX 4319HOUSTONTX77210NONEPCNURSES FUND$10,000
MS SOCIETY
8111 NORTH STADIUM DRIVEHOUSTONTX77054NONEPCBP MS 150$2,500
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 BLVDHOUSTONTX77096NONEPCVARIOUS$65,000
UNDIES FOR EVERYONE
1700 BISSONNETHOUSTONTX77005NONEPCGENERAL SUPPORT$5,000
URJ GREENE FAMILY CAMP
1192 SMITH LNBRUCEVILLETX76630NONEPCJACKOFSKY FACULTY CENTER$25,000
WOMEN ON THE WAY UP
3325 WESTHEIMERHOUSTONTX77098NONEPCJOAN KARFF MENTORING$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$422,500TotalGrantOrContriPdDurYrAmt
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$2ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$197,274ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$670,134ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
NONDIVIDEND DISTRIBUTION14$3,956
TAX-EXEMPT INTEREST INCOME14$4

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$867,410ExclusionAmt
Related Or Exempt Function Incm$3,960RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$871,370TotalIncomeProducingActyAmt

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$7,208Amt
Net Investment Income$3,604NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,604DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIDELITY MANAGED ACCOUNT STMT AVAILABLE UPON REQUESTBondNm
EOY Book Value$851,638EOYBookValueAmt
EOYFMV$843,569EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY MANAGED ACCOUNT STMT AVAILABLE UPON REQUESTStockNm
EOY Book Value$5,476,831EOYBookValueAmt
EOYFMV$7,836,215EOYFMVAmt

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$697,224StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$713,163StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBUSINESS MEALSDesc
Revenue And Expenses Per Books$217RevenueAndExpensesPerBooksAmt
Net Investment Income$108NetInvestmentIncomeAmt
Disbursements Charitable Prps$109DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NONDIVIDEND DISTRIBUTION$3,956$3,956
TAX-EXEMPT INTEREST INCOME$4$4

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCEDesc
Amt$1,250Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$68,847Amt
Net Investment Income$68,847NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$4,958$4,958$0
FEDERAL EXCISE TAX$3,000$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.