SHERRY & GERALD MERFISH FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SHERRY & GERALD MERFISH FAMILY FOUNDATION (EIN 46-4050182)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202143159349102074
Schema version
2020v4.1
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)
Return2021-11-11T10:54:22-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN741695589PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HARPER & PEARSON COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE RIVERWAY SUITE 1900AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464050182EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHERRY & GERALD MERFISH FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSHERBusinessNameControlTxt
Phone7135424397PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1709 E 8TH STREETAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77007ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGERALD MERFISHPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone7135424397PhoneNum
Signature2021-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGERALDPersonFirstNm
Person LastMERFISHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHANNON M ALLISON CPAPreparerPersonNm
PTINP00851395PTIN
Phone7136222310PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,223,389FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$294,709ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$68,061DividendsRevAndExpnssAmt
Dividends Net Invst Incm$54,811DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$128,470NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,705,683GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$128,470CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$727OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$727OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$491,967TotalRevAndExpnssAmt
Total Net Invst Incm$184,008TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$8,337OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,168OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,169OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,027TaxesRevAndExpnssAmt
Taxes Net Invst Incm$227TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,364TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,395TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,169TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$470,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$470,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$480,464TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,395TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$474,269TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,503ExcessRevenueOverExpensesAmt
Net Investment Income$179,613NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$25,053CashBOYAmt
Cash EOY$8,923CashEOYAmt
Cash EOYFMV$8,923CashEOYFMVAmt
Sav And Temp Cash Invst BOY$43,561SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$18,962SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$18,962SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$2,194PrepaidExpensesBOYAmt
Prepaid Expenses EOY$2,507PrepaidExpensesEOYAmt
US Government Obligations BOY$506,611USGovernmentObligationsBOYAmt
US Government Obligations EOY$528,396USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$538,134USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,065,882CorporateStockBOYAmt
Corporate Stock EOY$973,614CorporateStockEOYAmt
Corporate Stock EOYFMV$1,708,730CorporateStockEOYFMVAmt
Corporate Bonds BOY$721,448CorporateBondsBOYAmt
Corporate Bonds EOY$499,929CorporateBondsEOYAmt
Corporate Bonds EOYFMV$505,254CorporateBondsEOYFMVAmt
Other Investments BOY$107,036OtherInvestmentsBOYAmt
Other Investments EOY$43,793OtherInvestmentsEOYAmt
Other Investments EOYFMV$49,808OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$294,709OtherAssetsEOYAmt
Other Assets EOYFMV$393,578OtherAssetsEOYFMVAmt
Total Assets BOY$2,471,785TotalAssetsBOYAmt
Total Assets EOY$2,370,833TotalAssetsEOYAmt
Total Assets EOYFMV$3,223,389TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,471,785RetainedEarningBOYAmt
Retained Earning EOY$2,370,833RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,471,785TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,370,833TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,471,785TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,370,833TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,471,785TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,503ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,483,288SubtotalAmt
Other Decreases$112,455OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,370,833TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
PUBLICLY TRADED SECURITIESP$686,885$728,056-$41,171-$41,171
PUBLICLY TRADED SECURITIESP$917,262$775,335$141,927$141,927
PUBLICLY TRADED SECURITIESP$101,452$73,813$27,639$27,639
0.53 SH VIATRIS INCP$9$9$0$02020-05-052020-11-17
CAPITAL GAINS DIVIDENDSP$75$75$75
FieldValueIRS element (for citing)
Capital Gain Net Income$128,470CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,497InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,497SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,497TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,194EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,810ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,004TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,507OverpaymentAmt
Applied To ES Tax$2,507AppliedToESTaxAmt
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 BooksGERALD MERFISHIndividualWithBooksNm
Phone7135424397PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1709 E 8TH STREETAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77007ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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
GERALD MERFISH
709 E 8TH STREETHOUSTONTX77007CO-TRUSTEE1.00$0$0$0
SHERALYN M MERFISH
709 E 8TH STREETHOUSTONTX77007CO-TRUSTEE0.00$0$0$0
BRETT M MERFISH
709 E 8TH STREETHOUSTONTX77007CO-TRUSTEE0.00$0$0$0
BETH M MERFISH
709 E 8TH STREETHOUSTONTX77007CO-TRUSTEE0.00$0$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$2,849,513AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,283AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$245,039FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,137,835TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,137,835AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$47,068CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,090,767NetVlNoncharitableAssetsAmt
Minimum Investment Return$154,538MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$154,538MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,497TaxBasedOnInvestmentIncomeAmt
Total Tax$2,497TotalTaxAmt
Distributable Before Adj$152,041DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$152,041DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$152,041DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$474,269ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$474,269QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$474,269AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$152,041DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$91,445ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$72,109ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$56,738ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$220,292TotalExcessDistributionCyovAmt
Qualifying Distributions$474,269QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$152,041AppliedToCurrentYearAmt
Remaining Distri From Corpus$322,228RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$542,520TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$542,520ExcessDistriCyovToNextYrAmt
Excess From Year3$91,445ExcessFromYear3Amt
Excess From Year2$72,109ExcessFromYear2Amt
Excess From Year1$56,738ExcessFromYear1Amt
Excess From Current Year$322,228ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGERALD MERFISHContributingManagerNm
Contributing ManagerSHERALYN M MERFISHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONGREGATION BETH ISRAEL
5600 N BRAESWOOD BLVDHOUSTONTX77096UNRELATEDPCGENERAL FUNDS$5,000
GREENE FAMILY CAMP
1192 SMITH LNBRUCEVILLETX76630UNRELATEDPCGENERAL FUNDS$15,000
HOUSTON ISD FOUNDATION
4400 W 18TH STHOUSTONTX77092UNRELATEDPCGENERAL FUNDS$5,000
JEWISH COMMUNITY CENTER
5601 S BRAESWOOD BLVDHOUSTONTX77096UNRELATEDPCGENERAL FUNDS$400,000
JEWISH FEDERATION-GREATER HOUSTON
5603 S BRAESWOOD BLVDHOUSTONTX77096UNRELATEDPCGENERAL FUNDS$25,000
UNITED WAY OF GREATER HOUSTON
50 WAUGH DRIVEHOUSTONTX77007UNRELATEDPCGENERAL FUNDS$10,000
EBENEZER BAPTIST CHURCH
4357 HOLMANHOUSTONTX77004UNRELATEDPCGENERAL FUNDS$100
19TH NEWS
3267 BEE CAVES RD STE 107 353AUSTINTX78746UNRELATEDPCGENERAL FUNDS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$470,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,061ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$128,470ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPETROBAS PROCEEDSDesc
Exclusion14ExclusionCd
Exclusion$727ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$197,258ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$197,258TotalIncomeProducingActyAmt

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

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1GERALD & SHERALYN MERFISHBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1709 E 8TH STREETAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77007ZIPCd
FieldValueIRS element (for citing)
Total Contributions$393,578TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyTHREE WHOLE-LIFE INSURANCE POLICIES AND ONE LIFE @ 85 LIFE INSURANCE POLICYNoncashPropertyDesc
Fair Market Value$393,578FairMarketValueAmt
Received2020-12-22ReceivedDt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (19 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BURLINGTN NO SANTAF DUE 12/15/25$32,194$32,333
CAPITAL ONE FINL DUE 06/15/23$19,800$21,398
CITIGROUP INC 05/01/26$20,241$22,526
FORD MOTOR COMP DUE 01/15/22$25,082$20,562
THE GOLDMAN SACHS DUE 1/24/22$26,857$26,411
HARLEY DAVIDSON I DUE 04/28/25$30,774$32,648
INGERSOLL-RAND CO 9%21 DUE 08/15/21$32,298$26,229
JPMORGAN CHASE & CO DUE 07/15/25$21,164$22,563
MARRIOTT INTL INC$24,300$25,856
MOHAWK INDUSTRIE DUE 02/01/23$31,000$31,897
MONSANTO CO 5.5%25 DUE 8/15/25$29,273$29,116
MORGAN STANLEY DUE 10/23/24$31,021$33,399
NORFOLK SOUTHERN DUE 05/15/27$33,795$33,968
PRINCIPAL FINANCI DUE 09/15/22$25,717$26,218
U.S. BANCORP DUE 4/26/28$17,797$17,821
VERIZON COMMUNI DUE 09/21/28$22,695$24,016
WELLS FARGO & CO DUE 09/29/25$19,717$22,406
WHIRLPOOL CORP DUE 03/01/23$29,144$29,699
W.R. BERKLEY C DUE 03/15/22$27,060$26,188

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (81 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AT&T INC$11,572$10,871
ABBOTT LABORATORIES$12,718$17,628
ABBVIE INC$11,590$14,037
ADOBE INC$10,318$16,504
ADVANCED MICRO DEVIC$11,106$17,975
ALIBABA GROUP HOLDING F$17,147$18,386
ALPHABET INC$20,786$50,805
AMAZON COM INC$20,853$100,965
APOLLO GLOBAL MGMT$9,862$10,727
APPLE INC$17,190$129,505
AUTOZONE INC$12,988$13,040
BANK OF AMERICA CORP$6,081$14,094
BECTON DICKINSON & CO$8,241$8,507
BERKSHIRE HATHAWAY$21,093$25,969
BLACKROCK INC$13,002$15,874
BROADCOM LTD$11,789$32,839
CALLAWAY GOLF$9,692$13,206
CENTERPOINT ENERGY$8,411$8,202
CERNER CORP$18,185$19,149
CHEVRON CORP$9,544$9,290
CHIPOTLE MEXICAN GRL$11,652$18,027
CITIGROUP INC$9,826$12,085
CONAGRA BRANDS INC$12,729$14,903
CONOCOPHILLIPS$8,282$7,958
COSTCO WHOLESALE CO$16,498$20,346
CROWDSTRIKE HLDGS INC$10,196$37,280
D R HORTON CO$9,009$11,716
DOCUSIGN INC$8,761$25,787
DOW INC$10,059$9,990
ECOLAB INC$8,379$8,222
ESTEE LAUDER CO INC$15,486$31,144
FACEBOOK INC$18,219$29,501
FEDEX CORP$13,324$14,279
GENERAL ELECTRIC CO$6,804$6,739
GOLDMAN SACHS GROUP$13,113$16,350
HOME DEPOT INC$20,683$50,468
HONEYWELL INTL INC$20,589$37,435
HUMANA INC$18,863$27,488
IDEXX LABS INC$7,126$18,495
INTERCONTINENTAL EXC$8,390$8,993
INTL FLAVORS & FRAGRA$6,780$6,530
INTUIT INC$10,127$14,814
INTUITIVE SURGICAL$7,831$27,815
JOHNSON & JOHNSON$23,067$24,237
KINDER MORGAN INC$8,330$7,833
KKR & CO INC$16,148$18,625
LAM RESEARCH CORP$6,046$13,224
LAS VEGAS SANDS CORP$9,822$10,132
LENNAR CORP$8,218$10,672
JPMORGAN CHASE & CO$17,048$27,193
MASTERCARD INC$11,495$16,062
MC CORMICK & CO INC$6,610$6,788
MEDTRONIC PLC$18,311$19,797
MICRON TECHNOLOGY$16,541$27,290
MICROSOFT CORP$11,397$91,415
MONDELEZ INTL$4,768$5,145
NRG ENERGY INC$8,394$9,388
NVIDIA CORP$16,117$39,687
PAYPAL HOLDINGS INCORPOR$13,275$16,628
PFIZER INC$13,447$13,509
PNC FINL SERVICES$8,329$8,791
PROCTOR & GAMBLE$19,685$20,175
PROTO LABS INC$6,895$6,596
QUEST DIAGNOSTIC INC$17,209$21,570
RAYTHEON COMPANY$17,239$20,595
RINGCENTRAL INC$8,529$27,286
ROCKWELL AUTOMATION$13,123$13,293
SCHLUMBERGER LTD F$8,453$8,055
SOUTHWEST AIRLINES$9,905$11,932
STARBUCKS CORP$11,458$14,656
TENCENT HOLDINGS F$10,205$15,313
THERMO FISHER SCNTFC$10,405$27,481
ULTA BEAUTY INC$6,761$7,179
UNION PACIFIC CORP$19,710$26,444
UNITEDHEALTH GRP INC$9,484$24,898
VERIZON COMMUNICATN$18,193$18,389
VIATRIS INC$729$843
VISA INC$2,704$19,248
WALT DISNEY CO$16,479$20,655
WASTE MANAGEMENT INC$8,894$17,218
ZOETIS INC$5,297$16,550

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$528,396StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$538,134StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISHARES GLOBAL CLEANAT COST$19,380$27,647
AMERN TOWER CORPAT COST$15,929$13,468
CAMDEN PROPERTY TRAT COST$8,484$8,693

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescLIFE INSURANCE POLICIESDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$294,709EOYBookValueAmt
EOYFMV$393,578EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCEDesc
Amt$112,455Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPETROBAS PROCEEDSDesc
Revenue And Expenses Per Books$727RevenueAndExpensesPerBooksAmt
Net Investment Income$727NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$8,331$4,165$0$4,166
INVESTMENT FEES$6$3$0$3

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$227$227$0$0
EXCISE TAX$1,800$0$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.