2020-07-06T19:00:42-05:00 2019-12-31 420714325 RSM US LLP 1330 POST OAK BLVD STE 2400 HOUSTON TX 77056 990PF 2019-01-01 760585077 SHIRLEY & DAVID TOOMIM FOUNDATION SHIR 7136627784 5333 GULFTON HOUSTON TX 77081 BRUCE M LEVY VICE PRESIDENT 7136627784 2020-06-08 1 ANDREW M WAGNON P01778549 7136253500 2019 2022-09-23 18:48:47Z X 8295810 X X 2 2 203974 203974 27741 3881662 27741 1716 0 233433 231717 64000 32000 32000 9650 4825 4825 58481 58481 0 45095 5095 0 487 244 243 177713 100645 37068 191600 191600 369313 100645 228668 -135880 131072 76667 45936 45936 339476 110181 110181 1282457 1319672 1343586 5047484 5059419 6247663 457835 532396 548444 7203919 7067604 8295810 0 0 X 150000 150000 0 0 7053919 6917604 7203919 7067604 7203919 7067604 7203919 -135880 0 7068039 435 7067604 AVALON ADVISORS EQUITY BAL, STMT AVAILABLE ON REQUEST P 1060995 1131127 -70132 -70132 AVALON ADVISORS EQUITY BAL, STMT AVAILABLE ON REQUEST P 611342 411737 199605 199605 AVALON ADVISORS EQUITY INC, STMT AVAILABLE ON REQUEST P 87418 95466 -8048 -8048 AVALON ADVISORS EQUITY INC, STMT AVAILABLE ON REQUEST P 333001 335501 -2500 -2500 AVALON ADVISORS FIXED, STMT AVAILABLE ON REQUEST P 848467 831164 17303 17303 AVALON ADVISORS FIXED, STMT AVAILABLE ON REQUEST P 682422 688551 -6129 -6129 AVALON ADVISORS INTL EQUITY, STMT AVAILABLE ON REQUEST P 61441 78579 -17138 -17138 AVALON ADVISORS INTL EQUITY, STMT AVAILABLE ON REQUEST P 196251 281796 -85545 -85545 CAPITAL GAINS DIVIDENDS P 325 325 325 27741 0 370550 7082530 0.052319 289047 5653846 0.051124 299774 4588990 0.065325 325970 3984510 0.081809 331129 3839656 0.086239 0.336816 0.067363 7159735 482301 1311 483612 228668 2621 0 2621 0 2621 27170 0 0 27170 0 24549 5000 19549 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A BRUCE M LEVY 7136627784 5333 GULFTON HOUSTON TX 77081 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELLEN TOOMIM ROBINSON 5333 GULFTON HOUSTON TX 77081 PRESIDENT 1.00 30000 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 30000 0 0 STEVE ROBINSON 5333 GULFTON HOUSTON TX 77081 TRUSTEE 1.00 4000 0 0 NONE 0 NONE 0 0 7093231 175535 0 7268766 0 0 7268766 109031 7159735 357987 357987 2621 2621 355366 0 355366 0 355366 228668 0 228668 0 228668 355366 0 0 142334 131980 78054 18835 42533 413736 228668 0 0 0 228668 0 126698 126698 287038 0 0 0 0 0 0 15636 271402 131980 78054 18835 42533 SHIRLEY WOLFF TOOMIM BRUCE M LEVY 5333 GULFTON HOUSTON TX 77081 7136627784 NO PRESCRIBED FORM NONE NONE ALLEY THEATER 615 TEXAS AVENUE HOUSTON TX 77002 NONE PC CAPITAL CAMPAIGN/FLOOD REPAIR 10000 CASA DE ESPERANZA PO BOX 66581 HOUSTON TX 77266 NONE PC REPAIRS AND APPLIANCES 7500 EVELYN RUBENSTEIN JEWISH COMMUNITY CENTER 9000 S RICE AVE HOUSTON TX 77096 NONE PC SCHOLARSHIPS 15000 EVELYN RUBENSTEIN JEWISH COMMUNITY CENTER 9000 S RICE AVE HOUSTON TX 77096 NONE PC PURCHASE NEW MOW DELIVERY TRUCK 25000 HOUSTON ACHIEVEMENT PLACE 245 W 17TH STREET HOUSTON TX 77008 NONE PC PROGRAMS FOR VICTIMS OF ABUSE & NEGLECT 10000 HOUSTON HILLEL 1700 BISSONNET HOUSTON TX 77005 NONE PC SPRING CAMPUS LUNCHES RICE/UH 7500 INSTITUTE OF SOUTHERN JEWISH LIFE 4915 I 55 N STE 100A JACKSON MS 39206 NONE PC GENERAL SUPPORT 15000 JEWISH CHILDREN REGIONAL SERVICE PO BOX 7368 METAIRIE LA 70010 NONE PC SCHOLARSHIPS 18000 JEWISH FEDERATION OF GREATER HOUSTON 5603 SOUTH BRAESWOOD HOUSTON TX 77096 NONE PC HURRICANE HARVEY RELIEF 20000 JUDITH L ROBINSON OVARIAN CANCER FOUNDATION PO BOX 70163 HOUSTON TX 77270 NONE PC GENERAL SUPPORT 2000 KID'S MEALS INC 330 GARDEN OAKS BLVD HOUSTON TX 77018 NONE PC GENERAL SUPPORT 5000 MS SOCIETY 8111 NORTH STADIUM DRIVE HOUSTON TX 77054 NONE PC BP MS 150 2500 SEARCH 2015 CONGRESS AVENUE HOUSTON TX 77002 NONE PC TINY TREASURES (10) & ENGAGEMENT SERVICES (5) 25000 SEVEN ACRES 6200 NORTH BRAESWOOD HOUSTON TX 77074 NONE PC FLOOD RECOVERY 10000 SHLENKER SCHOOL 5600 NORTH BRAESWOOD BLVD HOUSTON TX 77096 NONE PC CAMPUS INNOVATION AND BEAUTIFICATION 3600 THE ROSE 12700 N FEATHERWOOD SUITE 260 HOUSTON TX 77034 NONE PC GENERAL SUPPORT 5000 UNDIES FOR EVERYONE(RABBI AMY WEISS) 1700 BISSONNET HOUSTON TX 77005 NONE PC GENERAL SUPPORT 5000 UNDIES FOR EVERYONE(RABBI AMY WEISS) 1700 BISSONNET HOUSTON TX 77005 NONE PC GENERAL SUPPORT 3000 WOMEN ON THE WAY UP 3325 WESTHEIMER HOUSTON TX 77098 NONE PC JOAN KARFF MENTORING 2500 191600 0 14 2 14 203974 18 27741 NONDIVIDEND DISTRIBUTION 14 1568 TAX-EXEMPT INTEREST INCOME 14 148 0 231717 1716 233433 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. 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 9650 4825 4825 FIDELITY MANAGED ACCOUNT STMT AVAILABLE UPON REQUEST 532396 548444 FIDELITY MANAGED ACCOUNT STMT AVAILABLE UPON REQUEST 5059419 6247663 0 0 1319672 1343586 TIMING DIFFERENCE 435 BUSINESS MEALS 487 244 243 NONDIVIDEND DISTRIBUTION 1568 1568 TAX-EXEMPT INTEREST INCOME 148 148 INVESTMENT MANAGEMENT FEES 58481 58481 0 FEDERAL EXCISE TAX 40000 0 0 FOREIGN TAXES PAID 5095 5095 0