LEWIS AND JOAN LOWENSTEIN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS AND JOAN LOWENSTEIN FOUNDATION (EIN 45-3983093)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-12-22
- IRS object ID
- 202213569349101311
- Schema version
- 2021v4.2
- Note
- A later return for the same period supersedes this one.
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-22T15:51:47-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721088864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPORTE APAC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 VETERANS MEMORIAL BLVD 600 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 700054958 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453983093 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEWIS AND JOAN LOWENSTEIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
| Phone | 7139638008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1770 ST JAMES PLACE 250 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD HIDALGO SR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7139638008 | PhoneNum |
| Signature | 2022-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HAROLD | PersonFirstNm |
| Person Last | HIDALGO SR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHERISH VAN MULLEM JD LLM | PreparerPersonNm |
| PTIN | P01633210 | PTIN |
| Phone | 5048355522 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,176,691 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $213,093 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $211,630 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,627,047 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,162,272 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,627,047 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,840,156 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,838,693 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $98,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $39,360 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $59,040 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,446 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,446 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $62,464 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,464 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,354 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,736 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,617 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,108 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,108 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,124 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,124 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $210,896 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $107,560 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $103,335 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $719,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $719,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $930,396 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $107,560 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $822,835 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $909,760 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,731,133 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $302,379 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $224,269 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $224,269 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $8,010,061 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,970,674 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,952,422 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,312,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,194,943 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,176,691 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $32,864 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,607 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $32,864 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,607 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,034,295 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,034,295 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,245,281 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,155,041 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,279,576 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,189,336 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,312,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,194,943 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,279,576 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $909,760 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,189,336 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,189,336 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $8,062,656 | $6,535,225 | $1,527,431 | $1,527,431 | |
| CAPITAL GAINS DIVIDENDS | $99,616 | $99,616 | $99,616 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,627,047 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,063 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,063 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,063 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,762 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,762 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $504 | EsPenaltyAmt |
| Overpayment | $2,195 | OverpaymentAmt |
| Applied To ES Tax | $2,195 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LAPORTE APAC | IndividualWithBooksNm |
| Phone | 7139638008 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1770 ST JAMES PL SUITE 250 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HAROLD HIDALGO | ||||||||
| 1770 ST JAMES PL STE 250 | HOUSTON | TX | 77056 | DIRECTOR | 5.00 | $30,000 | $0 | $0 |
| LEONARD WEINER | ||||||||
| 1770 ST JAMES PL STE 250 | HOUSTON | TX | 77056 | DIRECTOR | 5.00 | $30,000 | $0 | $0 |
| ANNA MARIE HIDALGO | ||||||||
| 1770 ST JAMES PL STE 250 | HOUSTON | TX | 77056 | DIRECTOR | 4.00 | $19,200 | $0 | $0 |
| BARBY WEINER | ||||||||
| 1770 ST JAMES PL STE 250 | HOUSTON | TX | 77056 | DIRECTOR | 4.00 | $19,200 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,954,602 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $476,332 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,430,934 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,430,934 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $156,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,274,470 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $513,724 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $513,724 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,063 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,063 | TotalTaxAmt |
| Distributable Before Adj | $489,661 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $489,661 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $489,661 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $822,835 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $822,835 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $489,661 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $385,609 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $429,042 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $279,229 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $320,026 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $296,406 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,710,312 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $822,835 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $489,661 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $333,174 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,043,486 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $385,609 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,657,877 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $429,042 | ExcessFromYear4Amt |
| Excess From Year3 | $279,229 | ExcessFromYear3Amt |
| Excess From Year2 | $320,026 | ExcessFromYear2Amt |
| Excess From Year1 | $296,406 | ExcessFromYear1Amt |
| Excess From Current Year | $333,174 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLEY THEATRE | |||||||
| 615 TEXAS AVENUE | HOUSTON | TX | 77002 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| AMERICAN ASSOCIATES BEN GURION UNIVERSITY | |||||||
| 24 GREENWAY PLAZA SUITE 550 | HOUSTON | TX | 77046 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| AMERICAN TECHNION SOCIETY | |||||||
| 701 POST OAK RD | HOUSTON | TX | 77024 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| ANGELA HOUSE | |||||||
| 425 SHANE STREET | HOUSTON | TX | 77037 | NONE | PC | CHARITABLE CONTRIBUTIONS | $7,500 |
| BAKER RIPLEY COMMUNITY DEVELOPERS | |||||||
| 4401 NAVIGATION BOULEVARD | HOUSTON | TX | 77011 | NONE | PC | CHARITABLE CONTRIBUTIONS | $20,000 |
| CANCARE INC | |||||||
| 9575 KATY FREEWAY | HOUSTON | TX | 77024 | NONE | PC | CHARITABLE CONTRIBUTIONS | $7,500 |
| CASA DE ESPERANZA DE LOS NINOS INC | |||||||
| PO BOX 66581 | HOUSTON | TX | 77266 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| CASA JUAN DIEGO | |||||||
| 4818 ROSE STREET | HOUSTON | TX | 77007 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON HOUSTON | |||||||
| 2900 LOUISIANA | HOUSTON | TX | 77006 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| CHILD ADVOCATES INC | |||||||
| 3701 KIRBY DRIVE SUITE 400 | HOUSTON | TX | 77098 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 |
| CHRISTUS FOUNDATION FOR HEALTHCARE | |||||||
| 2615 FANNIN AT MCGOWEN | HOUSTON | TX | 77002 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| COMMUNITY FAMILY CENTERS | |||||||
| 7524 AVENUE E | HOUSTON | TX | 77012 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| COVENANT HOUSE TEXAS | |||||||
| 1111 LOVETT BOULEVARD | HOUSTON | TX | 77006 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| CRIMESTOPPERS OF HOUSTON INC | |||||||
| PO BOX 541654 | HOUSTON | TX | 77254 | NONE | PC | CHARITABLE CONTRIBUTIONS | $7,500 |
| CRISTO REY JESUIT COLLEGE | |||||||
| 6700 MT CARMEL DR | HOUSTON | TX | 77087 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| EASTER SEALS | |||||||
| 4500 BISSONNET ST | BELLAIRE | TX | 77401 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| EVELYN RUBENSTEIN JEWISH COMMUNITY CENTER | |||||||
| 5601 S BRAESWOOD | HOUSTON | TX | 770963907 | NONE | PC | CHARITABLE CONTRIBUTION | $25,000 |
| HEROES FOR CHILDREN | |||||||
| 5909 W LOOP SOUTH 260 | BELLAIRE | TX | 77401 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| HOLOCAUST MUSEUM HOUSTON | |||||||
| 9220 KIRBY DR 100 | HOUSTON | TX | 77054 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| HOUSTON ACHIEVEMENT PLACE | |||||||
| 245 WEST 17TH STREET | HOUSTON | TX | 77008 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| HOUSTON HILLEL | |||||||
| 1700 BISSONNET ST | HOUSTON | TX | 77005 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| INCARNATE WORD ACADEMY | |||||||
| 609 CRAWFORD ST | HOUSTON | TX | 77002 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| JEWISH FAMILY SERVICE | |||||||
| 4131 S BRAESWOOD | HOUSTON | TX | 77025 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA | |||||||
| 1101 14TH STREET NW 1030 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| MEXICAN INSTITUTE OF GREATER HOUSTON INC | |||||||
| 4601 CAROLINE STREET | HOUSTON | TX | 77004 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| NEW HOPE HOUSING | |||||||
| 2821 CANAL STREET | HOUSTON | TX | 77003 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| NORA'S GIFT FOUNDATION | |||||||
| 8300 EL RIO ST | HOUSTON | TX | 77054 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| NORTHWEST ASSISTANCE MINISTRIES | |||||||
| 15555 KUYKENDAHL ROAD | HOUSTON | TX | 77090 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| PATHWAYS FOR LITTLE FEET | |||||||
| 8 GREENWAY PLAZA SUITE 1000 | HOUSTON | TX | 77046 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| PROUNITAS INC | |||||||
| 4802 LOCKWOOD DR | HOUSTON | TX | 77026 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| REMIND | |||||||
| PO BOX 27607 | HOUSTON | TX | 77227 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| SAN JOSE CLINIC | |||||||
| 2615 FANNIN ST | HOUSTON | TX | 77002 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| SANTA MARIA HOSTEL | |||||||
| 2005 JACQUELYN DR | HOUSTON | TX | 77055 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| SEARCH HOMELESS SERVICES | |||||||
| 2505 FANNIN ST | HOUSTON | TX | 77002 | NONE | PC | CHARITABLE CONTRIBUTIONS | $20,000 |
| SEVEN ACRES JEWISH SENIOR CARE SERVICES | |||||||
| 6200 NORTH BRAESWOOD BOULEVARD | HOUSTON | TX | 77074 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| SMILE TRAIN | |||||||
| 41 MADISON AVE 28TH FLOOR | NEW YORK | NY | 10010 | NONE | PC | CHARITABLE CONTRIBUTIONS | $2,000 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 180 34TH STREET NORTH | ST PETERSBURG | FL | 33713 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| SPECIAL OLYMPICS TEXAS | |||||||
| 7715 CHEVY CHASE DR 120 | AUSTIN | TX | 78752 | NONE | PC | CHARITABLE CONTRIBUTIONS | $7,500 |
| ST THOMAS HIGH SCHOOL FOUNDATION | |||||||
| 4500 MEMORIAL DRIVE | HOUSTON | TX | 77007 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| ST DOMINIC VILLAGE | |||||||
| 2401 HOLCOMBE BOULEVARD | HOUSTON | TX | 77021 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| ST PIUS X HIGH SCHOOL | |||||||
| 811 WEST DONOVAN STREET | HOUSTON | TX | 77091 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| STAR OF HOPE | |||||||
| 6897 ARMORE STREET | HOUSTON | TX | 77054 | NONE | PC | CHARITABLE CONTRIBUTIONS | $7,500 |
| THE ARCHDIOCESE OF GALVESTON-HOUSTON | |||||||
| 1700 SAN JACINTO STREET | HOUSTON | TX | 77002 | NONE | PC | CHARITABLE CONTRIBUTIONS | $20,000 |
| THE BROOKWOOD COMMUNITY INC | |||||||
| 1752 FM 1489 | BROOKSHIRE | TX | 77423 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER | |||||||
| 7007 BERTNER AVE | HOUSTON | TX | 77030 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| THE WOODS PROJECT | |||||||
| 2700 SOUTHWEST FREEWAY SUITE A | HOUSTON | TX | 77098 | NONE | PC | CHARITABLE CONTRIBUTION | $7,500 |
| UNDIES FOR EVERYONE | |||||||
| 1700 BISSONNET ST | HOUSTON | TX | 77005 | NONE | PC | CHARITABLE CONTRIBUTIONS | $7,500 |
| UNIVERSITY OF ST THOMAS | |||||||
| 3800 MONTROSE BOULEVARD | HOUSTON | TX | 77006 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| VECINO HEALTH CENTERS | |||||||
| 424 HAHLO STREET | HOUSTON | TX | 77020 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| WORKFAITH CONNECTION | |||||||
| 10120 NORTHWEST FREEWAY SUITE 200 | HOUSTON | TX | 77092 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| YES PREP PUBLIC SCHOOLS | |||||||
| 6201 BONHOMME STE 168N | HOUSTON | TX | 77036 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $719,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $213,093 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,627,047 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,840,156 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,840,156 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,446 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,446 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMENDED TAX RETURN EXPLANATION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF AMENDED TAX RETURN | FormAndLineReferenceDesc |
| Medium Explanation | THIS RETURN IS BEING AMENDED TO UPDATE THE BASIS ON THE SALE OF PUBLICLY TRADED SECURITIES THAT WAS NOT INCLUDED ON THE ORIGINALLY FILED RETURN. AS A RESULT, TAX DECREASED FROM $42,552 ON THE ORIGINALLY FILED RETURN TO $24,063. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BERNSTEIN BROKERAGE ACCOUNTS | AT COST | $4,818,230 | $5,192,193 |
| STIFEL BROKERAGE ACCOUNTS | AT COST | $4,152,444 | $4,760,229 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT LABOR | $6,253 | $0 | $6,253 |
| DUES | $4,416 | $0 | $4,416 |
| INSURANCE | $1,250 | $0 | $1,250 |
| OFFICE EXPENSE | $205 | $0 | $205 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $16 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $62,464 | $62,464 | $0 |
| $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHOLDINGS | $2,658 | $2,658 | $0 |
| PAYROLL TAXES | $7,696 | $3,078 | $4,617 |
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