SHIRLEY AND DAVID TOOMIM FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHIRLEY AND DAVID TOOMIM FAMILY FOUNDATION (EIN 76-0585077)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-06
- IRS object ID
- 202041889349100439
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-06T19:00:42-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 POST OAK BLVD STE 2400 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760585077 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIRLEY & DAVID TOOMIM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIR | BusinessNameControlTxt |
| Phone | 7136627784 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5333 GULFTON | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77081 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE M LEVY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7136627784 | PhoneNum |
| Signature | 2020-06-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW M WAGNON | PreparerPersonNm |
| PTIN | P01778549 | PTIN |
| Phone | 7136253500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,295,810 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $203,974 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $203,974 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,741 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,881,662 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,741 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,716 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $233,433 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $231,717 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $64,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $32,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,825 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $58,481 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $58,481 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $45,095 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,095 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $487 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $244 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $243 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $177,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,645 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,068 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $191,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $191,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $369,313 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,645 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $228,668 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$135,880 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $131,072 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $76,667 | CashBOYAmt |
| Cash EOY | $45,936 | CashEOYAmt |
| Cash EOYFMV | $45,936 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $339,476 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,181 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,181 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,282,457 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,319,672 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,343,586 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,047,484 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,059,419 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,247,663 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $457,835 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $532,396 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $548,444 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,203,919 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,067,604 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,295,810 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $150,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $150,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,053,919 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,917,604 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,203,919 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,067,604 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,203,919 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,067,604 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,203,919 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$135,880 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,068,039 | SubtotalAmt |
| Other Decreases | $435 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,067,604 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| AVALON ADVISORS EQUITY BAL, STMT AVAILABLE ON REQUEST | P | $1,060,995 | $1,131,127 | -$70,132 | -$70,132 |
| AVALON ADVISORS EQUITY BAL, STMT AVAILABLE ON REQUEST | P | $611,342 | $411,737 | $199,605 | $199,605 |
| AVALON ADVISORS EQUITY INC, STMT AVAILABLE ON REQUEST | P | $87,418 | $95,466 | -$8,048 | -$8,048 |
| AVALON ADVISORS EQUITY INC, STMT AVAILABLE ON REQUEST | P | $333,001 | $335,501 | -$2,500 | -$2,500 |
| AVALON ADVISORS FIXED, STMT AVAILABLE ON REQUEST | P | $848,467 | $831,164 | $17,303 | $17,303 |
| AVALON ADVISORS FIXED, STMT AVAILABLE ON REQUEST | P | $682,422 | $688,551 | -$6,129 | -$6,129 |
| AVALON ADVISORS INTL EQUITY, STMT AVAILABLE ON REQUEST | P | $61,441 | $78,579 | -$17,138 | -$17,138 |
| AVALON ADVISORS INTL EQUITY, STMT AVAILABLE ON REQUEST | P | $196,251 | $281,796 | -$85,545 | -$85,545 |
| CAPITAL GAINS DIVIDENDS | P | $325 | $325 | $325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,741 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $370,550 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,082,530 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052319 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $289,047 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,653,846 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051124 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $299,774 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,588,990 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065325 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $325,970 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,984,510 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.081809 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $331,129 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,839,656 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.086239 | DistributionYr5Rt |
| Total Distribution | 0.336816 | TotalDistributionRt |
| Average Distribution | 0.067363 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,159,735 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $482,301 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,311 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $483,612 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $228,668 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,621 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,621 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,621 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,170 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,170 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,549 | OverpaymentAmt |
| Applied To ES Tax | $5,000 | AppliedToESTaxAmt |
| Refund | $19,549 | 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 | BRUCE M LEVY | IndividualWithBooksNm |
| Phone | 7136627784 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5333 GULFTON | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77081 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| ELLEN TOOMIM ROBINSON | ||||||||
| 5333 GULFTON | HOUSTON | TX | 77081 | PRESIDENT | 1.00 | $30,000 | $0 | $0 |
| SHIRLEY WOLFF TOOMIM | ||||||||
| 5333 GULFTON | HOUSTON | TX | 77081 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| BRUCE M LEVY | ||||||||
| 5333 GULFTON | HOUSTON | TX | 77081 | VICE PRESIDENT/SECRETARY/T | 5.00 | $30,000 | $0 | $0 |
| STEVE ROBINSON | ||||||||
| 5333 GULFTON | HOUSTON | TX | 77081 | TRUSTEE | 1.00 | $4,000 | $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 | $7,093,231 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $175,535 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,268,766 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,268,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,031 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,159,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $357,987 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $357,987 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,621 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,621 | TotalTaxAmt |
| Distributable Before Adj | $355,366 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $355,366 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $355,366 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $228,668 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $228,668 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $228,668 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $355,366 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $142,334 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $131,980 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $78,054 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,835 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $42,533 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $413,736 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $228,668 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $228,668 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $126,698 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $126,698 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $287,038 | 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 | $15,636 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $271,402 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $131,980 | ExcessFromYear4Amt |
| Excess From Year3 | $78,054 | ExcessFromYear3Amt |
| Excess From Year2 | $18,835 | ExcessFromYear2Amt |
| Excess From Year1 | $42,533 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHIRLEY WOLFF TOOMIM | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRUCE M LEVY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5333 GULFTON | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77081 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7136627784 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLEY THEATER | |||||||
| 615 TEXAS AVENUE | HOUSTON | TX | 77002 | NONE | PC | CAPITAL CAMPAIGN/FLOOD REPAIR | $10,000 |
| CASA DE ESPERANZA | |||||||
| PO BOX 66581 | HOUSTON | TX | 77266 | NONE | PC | REPAIRS AND APPLIANCES | $7,500 |
| EVELYN RUBENSTEIN JEWISH COMMUNITY CENTER | |||||||
| 9000 S RICE AVE | HOUSTON | TX | 77096 | NONE | PC | SCHOLARSHIPS | $15,000 |
| EVELYN RUBENSTEIN JEWISH COMMUNITY CENTER | |||||||
| 9000 S RICE AVE | HOUSTON | TX | 77096 | NONE | PC | PURCHASE NEW MOW DELIVERY TRUCK | $25,000 |
| HOUSTON ACHIEVEMENT PLACE | |||||||
| 245 W 17TH STREET | HOUSTON | TX | 77008 | NONE | PC | PROGRAMS FOR VICTIMS OF ABUSE & NEGLECT | $10,000 |
| HOUSTON HILLEL | |||||||
| 1700 BISSONNET | HOUSTON | TX | 77005 | NONE | PC | SPRING CAMPUS LUNCHES RICE/UH | $7,500 |
| INSTITUTE OF SOUTHERN JEWISH LIFE | |||||||
| 4915 I 55 N STE 100A | JACKSON | MS | 39206 | NONE | PC | GENERAL SUPPORT | $15,000 |
| JEWISH CHILDREN REGIONAL SERVICE | |||||||
| PO BOX 7368 | METAIRIE | LA | 70010 | NONE | PC | SCHOLARSHIPS | $18,000 |
| JEWISH FEDERATION OF GREATER HOUSTON | |||||||
| 5603 SOUTH BRAESWOOD | HOUSTON | TX | 77096 | NONE | PC | HURRICANE HARVEY RELIEF | $20,000 |
| JUDITH L ROBINSON OVARIAN CANCER FOUNDATION | |||||||
| PO BOX 70163 | HOUSTON | TX | 77270 | NONE | PC | GENERAL SUPPORT | $2,000 |
| KID'S MEALS INC | |||||||
| 330 GARDEN OAKS BLVD | HOUSTON | TX | 77018 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MS SOCIETY | |||||||
| 8111 NORTH STADIUM DRIVE | HOUSTON | TX | 77054 | NONE | PC | BP MS 150 | $2,500 |
| SEARCH | |||||||
| 2015 CONGRESS AVENUE | HOUSTON | TX | 77002 | NONE | PC | TINY TREASURES (10) & ENGAGEMENT SERVICES (5) | $25,000 |
| SEVEN ACRES | |||||||
| 6200 NORTH BRAESWOOD | HOUSTON | TX | 77074 | NONE | PC | FLOOD RECOVERY | $10,000 |
| SHLENKER SCHOOL | |||||||
| 5600 NORTH BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PC | CAMPUS INNOVATION AND BEAUTIFICATION | $3,600 |
| THE ROSE | |||||||
| 12700 N FEATHERWOOD SUITE 260 | HOUSTON | TX | 77034 | NONE | PC | GENERAL SUPPORT | $5,000 |
| UNDIES FOR EVERYONE(RABBI AMY WEISS) | |||||||
| 1700 BISSONNET | HOUSTON | TX | 77005 | NONE | PC | GENERAL SUPPORT | $5,000 |
| UNDIES FOR EVERYONE(RABBI AMY WEISS) | |||||||
| 1700 BISSONNET | HOUSTON | TX | 77005 | NONE | PC | GENERAL SUPPORT | $3,000 |
| WOMEN ON THE WAY UP | |||||||
| 3325 WESTHEIMER | HOUSTON | TX | 77098 | NONE | PC | JOAN KARFF MENTORING | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $191,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $203,974 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,741 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| NONDIVIDEND DISTRIBUTION | 14 | $1,568 |
| TAX-EXEMPT INTEREST INCOME | 14 | $148 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $231,717 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,716 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $233,433 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | THIS IS A RETURN OF CAPITAL AND THEREFORE NOT INVESTMENT INCOME SUBJECT TO TAX. |
| 11B | THIS IS TAX-EXEMPT INCOME UNDER IRC SECTION 103, AND THEREFORE NOT INVESTMENT INCOME SUBJECT TO TAX. |
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 | TAX PREPARATION | CategoryTxt |
| Amt | $9,650 | Amt |
| Net Investment Income | $4,825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,825 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY MANAGED ACCOUNT STMT AVAILABLE UPON REQUEST | BondNm |
| EOY Book Value | $532,396 | EOYBookValueAmt |
| EOYFMV | $548,444 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY MANAGED ACCOUNT STMT AVAILABLE UPON REQUEST | StockNm |
| EOY Book Value | $5,059,419 | EOYBookValueAmt |
| EOYFMV | $6,247,663 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,319,672 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,343,586 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $435 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUSINESS MEALS | Desc |
| Revenue And Expenses Per Books | $487 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $244 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $243 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| NONDIVIDEND DISTRIBUTION | $1,568 | $1,568 |
| TAX-EXEMPT INTEREST INCOME | $148 | $148 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $58,481 | Amt |
| Net Investment Income | $58,481 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $40,000 | $0 | $0 |
| FOREIGN TAXES PAID | $5,095 | $5,095 | $0 |
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