LEWIS AND JOAN LOWENSTEIN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS AND JOAN LOWENSTEIN FOUNDATION (EIN 45-3983093)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-02-03
- IRS object ID
- 202520349349100972
- Schema version
- 2023v6.0
- 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 Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-03T17:43:28-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2025-01-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHERISH VAN MULLEM JD LLM | PreparerPersonNm |
| PTIN | P01633210 | PTIN |
| Phone | 5048355522 | PhoneNum |
| Preparation | 2025-01-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,347,779 | 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 |
| Interest On Sav Rev And Expnss | $238 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $238 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $184,562 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $173,714 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$54,431 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,590,040 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,481 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,481 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $132,850 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $176,433 | 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 |
| Legal Fees Rev And Expnss | $5 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,212 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,212 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,422 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,422 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,626 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,109 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,517 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $25,434 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,434 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $204,299 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,891 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $107,408 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $180,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $180,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $385,049 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,891 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $288,158 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$252,199 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,542 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $3 | CashEOYAmt |
| Cash EOYFMV | $3 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $126,312 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $135,042 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $135,042 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable EOY | $40,821 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $40,821 | GrantsReceivableEOYFMVAmt |
| Other Investments BOY | $8,502,333 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,274,688 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,171,913 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,628,645 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,450,554 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,347,779 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $4,594,350 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,416,259 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,628,645 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,450,554 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,628,645 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,450,554 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,628,645 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$252,199 | ExcessRevenueOverExpensesAmt |
| Other Increases | $74,108 | OtherIncreasesAmt |
| Subtotal | $8,450,554 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,450,554 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| STIFEL 2106 | $15,551 | $16,977 | -$1,426 | -$1,426 |
| STIFEL 7544 | $49,953 | $52,513 | -$2,560 | -$2,560 |
| STIFEL 4788 | $36,496 | $57,505 | -$21,009 | -$21,009 |
| STIFEL 4788 | $4,213 | $2,820 | $1,393 | $1,393 |
| STIFEL 5043 | $119,543 | $181,894 | -$62,351 | -$62,351 |
| STIFEL 5043 | $3,791 | $3,449 | $342 | $342 |
| STIFEL 3420 | $128,358 | $152,582 | -$24,224 | -$24,224 |
| STIFEL 3420 | $100,356 | $102,111 | -$1,755 | -$1,755 |
| STIFEL 9181 | $108,641 | $85,637 | $23,004 | $23,004 |
| STIFEL 9181 | $7,595 | $9,123 | -$1,528 | -$1,528 |
| STIFEL 9311 | $33,015 | $37,750 | -$4,735 | -$4,735 |
| STIFEL 9311 | $318,819 | $314,470 | $4,349 | $4,349 |
| STIFEL 5540 | $152,012 | $117,449 | $34,563 | $34,563 |
| STIFEL 5540 | $22,431 | $20,121 | $2,310 | $2,310 |
| STIFEL 1300 | $136,077 | $105,525 | $30,552 | $30,552 |
| STIFEL 1300 | $12,141 | $16,480 | -$4,339 | -$4,339 |
| STIFEL 8006 | $5,351 | $5,274 | $77 | $77 |
| STIFEL 2106 | $34,751 | $34,278 | $473 | $473 |
| STIFEL 7544 | $18,718 | $23,625 | -$4,907 | -$4,907 |
| BERNSTEIN | $282,228 | $304,888 | -$22,660 | -$22,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$54,431 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,106 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,106 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,106 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $65 | EsPenaltyAmt |
| Tax Due | $1,171 | TaxDueAmt |
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 | $7,511,843 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $152,008 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,663,851 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,663,851 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,958 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,548,893 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $377,445 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $377,445 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,106 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,106 | TotalTaxAmt |
| Distributable Before Adj | $376,339 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $376,339 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $376,339 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $288,158 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $288,158 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $376,339 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $279,229 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $320,026 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $296,406 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $333,174 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $199,562 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,428,397 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $288,158 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $288,158 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $88,181 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $88,181 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,340,216 | 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 | $191,048 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,149,168 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $320,026 | ExcessFromYear4Amt |
| Excess From Year3 | $296,406 | ExcessFromYear3Amt |
| Excess From Year2 | $333,174 | ExcessFromYear2Amt |
| Excess From Year1 | $199,562 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 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 | $5,000 |
| AMERICAN ASSOCIATES BEN GURION UNIVERSITY | |||||||
| 24 GREENWAY PLAZA SUITE 550 | HOUSTON | TX | 77046 | NONE | PC | CHARITABLE CONTRIBUTIONS | $20,000 |
| AMERICAN TECHNION SOCIETY | |||||||
| 701 POST OAK RD | HOUSTON | TX | 77024 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| BAKER RIPLEY COMMUNITY DEVELOPERS | |||||||
| 4401 NAVIGATION BOULEVARD | HOUSTON | TX | 77011 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| BRIARWOOD-BROOKWOOD INC | |||||||
| 1752 FM 1489 | BROOKSHIRE | TX | 77423 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| CHILD ADVOCATES INC | |||||||
| 3701 KIRBY DRIVE SUITE 400 | HOUSTON | TX | 77098 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 |
| CRIMESTOPPERS OF HOUSTON INC | |||||||
| PO BOX 541654 | HOUSTON | TX | 77254 | NONE | PC | CHARITABLE CONTRIBUTIONS | $3,750 |
| HOLOCAUST MUSEUM HOUSTON | |||||||
| 9220 KIRBY DR 100 | HOUSTON | TX | 77054 | NONE | PC | CHARITABLE CONTRIBUTIONS | $12,500 |
| JEWISH FAMILY SERVICE | |||||||
| 4131 S BRAESWOOD | HOUSTON | TX | 77025 | NONE | PC | CHARITABLE CONTRIBUTIONS | $12,500 |
| JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA | |||||||
| 1101 14TH STREET NW 1030 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| MEXICAN INSTITUTE OF GREATER HOUSTON INC | |||||||
| 4601 CAROLINE STREET | HOUSTON | TX | 77004 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| NORA'S GIFT FOUNDATION | |||||||
| 8300 EL RIO ST | HOUSTON | TX | 77054 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| PATHWAYS FOR LITTLE FEET | |||||||
| 8 GREENWAY PLAZA SUITE 1000 | HOUSTON | TX | 77046 | NONE | PC | CHARITABLE CONTRIBUTIONS | $2,500 |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH STREET NW SUITE 400N | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE CONTRIBUTIONS | $2,500 |
| PROUNITAS INC | |||||||
| 4802 LOCKWOOD DR | HOUSTON | TX | 77026 | NONE | PC | CHARITABLE CONTRIBUTIONS | $7,500 |
| SAN JOSE CLINIC | |||||||
| 2615 FANNIN ST | HOUSTON | TX | 77002 | NONE | PC | CHARITABLE CONTRIBUTIONS | $7,500 |
| SANTA MARIA HOSTEL | |||||||
| 2005 JACQUELYN DR | HOUSTON | TX | 77055 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| STAR OF HOPE | |||||||
| 6897 ARMORE STREET | HOUSTON | TX | 77054 | NONE | PC | CHARITABLE CONTRIBUTIONS | $3,750 |
| UNDIES FOR EVERYONE | |||||||
| 1700 BISSONNET ST | HOUSTON | TX | 77005 | NONE | PC | CHARITABLE CONTRIBUTIONS | $3,750 |
| UNIVERSITY OF HOUSTON | |||||||
| 4302 UNIVERSITY DR | HOUSTON | TX | 77004 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| WOMENS CENTER | |||||||
| 1010 WAUGH DR | HOUSTON | TX | 77019 | NONE | PC | CHARITABLE CONTRIBUTIONS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $180,750 | 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 | $238 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184,562 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,481 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$54,431 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $132,850 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,850 | 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 | $5,212 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,212 | DisbursementsCharitablePrpsAmt |
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 | $4,619,406 | $4,393,077 |
| STIFEL BROKERAGE ACCOUNTS | AT COST | $3,655,282 | $3,778,836 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT LABOR | $9,369 | $0 | $9,369 |
| DUES | $2,086 | $0 | $2,086 |
| INSURANCE | $1,357 | $0 | $1,357 |
| OFFICE EXPENSE | $388 | $0 | $388 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $2,481 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,481 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,481 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $74,108 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $51,422 | Amt |
| Net Investment Income | $51,422 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHOLDINGS | $3,098 | $3,098 | $0 |
| PAYROLL TAXES | $7,528 | $3,011 | $4,517 |
Comments