SHIRLEY AND DAVID TOOMIM FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHIRLEY AND DAVID TOOMIM FAMILY FOUNDATION (EIN 76-0585077)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-02
- IRS object ID
- 202522459349100822
- Schema version
- 2024v5.2
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-02T13:20:06-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 and David Toomim Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| 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 St | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770812801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bruce M Levy | PersonNm |
| Person Title | VP/Sec/Treas | PersonTitleTxt |
| Phone | 7136627784 | PhoneNum |
| Signature | 2025-09-02 | 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 | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2025-09-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $9,666,221 | 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 | $7,822 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,822 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $192,579 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $192,410 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $655,918 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,088,118 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $655,918 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $856,319 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $856,150 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $135,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $67,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $67,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,438 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,438 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,388 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,194 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,194 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $68,767 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,767 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,257 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $257 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $576 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $144 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $432 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $403 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $202 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $201 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $222,829 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $142,064 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,765 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $453,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $453,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $675,829 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $142,064 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $528,765 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $180,490 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $714,086 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $185,489 | CashBOYAmt |
| Cash EOY | $598,781 | CashEOYAmt |
| Cash EOYFMV | $598,781 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $47,241 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,178 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,178 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,157,149 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,164,251 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,136,188 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,180,569 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,932,097 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,319,215 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $552,205 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $545,836 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $549,859 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,122,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,303,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,666,221 | 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 | $6,972,653 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,153,143 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,122,653 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,303,143 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,122,653 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,303,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,122,653 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $180,490 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,303,143 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,303,143 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly traded securities | P | $3,088,112 | $2,432,200 | $655,912 | $655,912 |
| Capital gain distributions | P | $6 | $6 | $6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $655,918 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,926 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,926 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,926 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,250 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,750 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,824 | OverpaymentAmt |
| Applied To ES Tax | $5,824 | 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 | Bruce M Levy | IndividualWithBooksNm |
| Phone | 7136627784 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5333 Gulfton St | 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 | 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 (6 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 St | Houston | TX | 77081 | President | 5.00 | $30,000 | $0 | $0 |
| Shirley Wolff Toomim | ||||||||
| 5333 Gulfton St | Houston | TX | 77081 | VP (Dec. 12/25/24) | 1.00 | $0 | $0 | $0 |
| Bruce M Levy | ||||||||
| 5333 Gulfton St | Houston | TX | 77081 | VP/Secretary/Treasurer | 10.00 | $30,000 | $0 | $0 |
| Erica Baron | ||||||||
| 5333 Gulfton St | Houston | TX | 77081 | Trustee | 2.00 | $30,000 | $0 | $0 |
| Jonathan Baron | ||||||||
| 5333 Gulfton St | Houston | TX | 77081 | Trustee | 1.00 | $15,000 | $0 | $0 |
| Steve Robinson | ||||||||
| 5333 Gulfton St | Houston | TX | 77081 | Trustee | 1.00 | $30,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Corient Wealth Advisors | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 Post Oak Blvd Suite 2190 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment management | ServiceTypeTxt |
| Compensation | $68,202 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $9,184,663 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $376,959 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,561,622 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,561,622 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $143,424 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,418,198 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $470,910 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $470,910 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,926 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,926 | TotalTaxAmt |
| Distributable Before Adj | $460,984 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $460,984 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $460,984 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $528,765 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $528,765 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $460,984 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $52,819 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $416,312 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $229,127 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $698,258 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $528,765 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $460,984 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $67,781 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $766,039 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $766,039 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $52,819 | ExcessFromYear3Amt |
| Excess From Year2 | $416,312 | ExcessFromYear2Amt |
| Excess From Year1 | $229,127 | ExcessFromYear1Amt |
| Excess From Current Year | $67,781 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
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 St | 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 (24 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 Ave | Houston | TX | 77002 | N/A | PC | Annual giving | $10,000 |
| Birthright Israel Foundation | |||||||
| 711 Third Avenue 10th Fl | New York | NY | 10017 | N/A | PC | Support Houston area program | $10,000 |
| Cade R Alpard Foundation for Pediatric Disease | |||||||
| PO Box 19376 | Houston | TX | 77224 | N/A | PC | General support | $1,000 |
| Evelyn Rubenstein Jewish Community Center of Houston | |||||||
| 5601 South Braeswood Boulevard | Houston | TX | 77096 | N/A | PC | Meals on Wheels, Maccabi Summer 2024, Art Fest | $97,000 |
| Friends of Duvdevan | |||||||
| 29476 Northwestern Hwy Ste 517 | Southfield | MI | 48034 | N/A | PC | General support | $20,000 |
| Hand in Hand | |||||||
| 345 Piedmont Lake Road | Pine Mountain | GA | 31822 | N/A | PC | General support | $25,000 |
| Houston Achievement Place | |||||||
| 245 West 17th Street | Houston | TX | 77008 | N/A | PC | Project CLASS | $10,000 |
| Houston Hillel Inc | |||||||
| 1700 Bissonnet | Houston | TX | 77005 | N/A | PC | Rice/UH spring campus lunches, emergency counseling | $10,000 |
| Institute of Southern Jewish Life Inc | |||||||
| PO Box 16528 | Jackson | MS | 39236 | N/A | PC | Various programs | $15,000 |
| Jewish Children's Regional Service | |||||||
| 3500 N Causeway Blvd Suite 1120 | Metairie | LA | 70002 | N/A | PC | Support for special needs camps and college funds | $18,000 |
| Jewish Federation of Greater Houston | |||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | N/A | PC | Honeymoon Israel Summer 2024, PJ Library | $20,000 |
| Judith L Robinson Ovarian Cancer Foundation | |||||||
| 4801 Woodway Drive Suite 365-W | Houston | TX | 77056 | N/A | PC | General support | $2,000 |
| Main Street Theater | |||||||
| 2540 Times Blvd | Houston | TX | 77005 | N/A | PC | Curtians Up | $10,000 |
| MD Anderson Caring Fund | |||||||
| PO Box 4319 | Houston | TX | 77210 | N/A | PC | General support | $10,000 |
| Moishe House | |||||||
| 441 Saxony Road Barn 2 | Encinitas | CA | 92024 | N/A | PC | Moishe House-Houston 2024 | $10,000 |
| National Multiple Sclerosis Society | |||||||
| 733 Third Avenue | New York | NY | 10017 | N/A | PC | General support | $5,000 |
| SEARCH Homeless Services | |||||||
| 2015 Congress Street | Houston | TX | 77002 | N/A | PC | House of Tiny Treasures | $25,000 |
| SEARCH Homeless Services | |||||||
| 2015 Congress Street | Houston | TX | 77002 | N/A | PC | Unrestricted | $25,000 |
| Seven Acres Jewish Senior Care Services Inc | |||||||
| 6200 North Braeswood Blvd | Houston | TX | 77074 | N/A | PC | Annual giving | $10,000 |
| The EmeryWeiner School | |||||||
| 9825 Stella Link Rd | Houston | TX | 77025 | N/A | PC | General support | $50,000 |
| The Rose | |||||||
| 12700 N Featherwood Dr 260 | Houston | TX | 77034 | N/A | PC | General support | $10,000 |
| The Union for Reform Judaism | |||||||
| 801 Bering Dr | Houston | TX | 77057 | N/A | PC | 2024 Green Family Camp | $50,000 |
| Undies for Everyone | |||||||
| 3610 Willowbend Blvd 1000 | Houston | TX | 77054 | N/A | PC | General support | $7,500 |
| Women on the Way Up | |||||||
| 4605 Huisache St | Bellaire | TX | 77401 | N/A | PC | Joan Karff mentoring | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $453,000 | 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 | $7,822 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $192,579 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $655,918 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $856,319 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $856,319 | 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 | Tax compliance/accounting | CategoryTxt |
| Amt | $10,388 | Amt |
| Net Investment Income | $5,194 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,194 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 24,000 Columbia Pipeline Group Inc 4.500% Due 06-01-25 | $24,041 | $23,936 |
| 33,000 F&G Global Funding 5.150% Due 07-07-25 | $32,494 | $33,041 |
| 47,000 Simon Property Group LP 3.500% Due 09-01-25 | $47,646 | $46,668 |
| 13,000 Comcast Corp 3.950% Due 10-15-25 | $13,278 | $12,932 |
| 35,000 AON PLC 3.875% Due 12-15-25 | $33,474 | $34,736 |
| 46,000 BP Cap Mkts America Inc 3.119% Due 05-04-26 | $45,358 | $45,175 |
| 21,000 Schwab Charles Corp 5.875% Due 08-24-26 | $20,982 | $21,358 |
| 47,000 Wells Fargo Co 3.000% Due 10-23-26 | $48,573 | $45,572 |
| 6,000 CNA Financial Corp 3.450% Due 08-15-27 | $5,671 | $5,803 |
| 22,000 Meta Platforms Inc 3.500% Due 08-15-27 | $20,894 | $21,507 |
| 35,000 Philip Morris Intl Inc 3.125% Due 03-02-28 | $30,752 | $33,297 |
| 22,000 Mississippi Power Co 3.950% Due 03-30-28 | $20,791 | $21,417 |
| 32,000 Hyundai Cap America 5.680% Due 06-26-28 | $32,375 | $32,465 |
| 21,000 Assured Guaranty US Holdings Inc 6.125% Due 09-15-28 | $22,039 | $21,792 |
| 24,000 RenaissanceRe Holdings Ltd 3.600% Due 04-15-29 | $22,212 | $22,597 |
| 21,000 Morgan Stanley 5.164% Due 04-20-29 | $20,633 | $21,059 |
| 22,000 Natwest Group PLC 4.892% Due 05-18-29 | $20,993 | $21,777 |
| 10,009 United Airlines PTC 2020-1 5.875% Due 04-15-29 | $9,833 | $10,221 |
| 20,439 Federal Ex Corp 2020-1Aa 1.875% Due 08-20-35 | $16,706 | $16,984 |
| 35,000 Trane Technologies PLC 6.480% Due 06-01-25 | $35,091 | $35,212 |
| 22,000 PNC Financial Services Group Inc 5.492% Due 05-14-30 | $22,000 | $22,310 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (90 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 101 American Tower Corp Iron Mountain Inc PA | $19,563 | $18,524 |
| 323 Iron Mountain Inc PA ProLogis Inc | $11,358 | $33,951 |
| 249 ProLogis Inc 0 | $29,233 | $26,319 |
| 575 iShares TR 1 3 Yr Treas Bd ETF iShares TR Iboxx Hi Yd ETF | $46,500 | $47,139 |
| 186 iShares TR Iboxx Hi Yd ETF iShares TR MBS ETF | $16,198 | $14,629 |
| 1,540 iShares TR MBS ETF Janus Detroit Str Tr Henderson Mtg | $165,847 | $141,187 |
| 5,565 Janus Detroit Str Tr Henderson Mtg Janus Henderson AAA CLO ETF | $286,555 | $245,862 |
| 956 Janus Henderson AAA CLO ETF 0 | $48,069 | $48,479 |
| 622 iShares TR S&P Us Pfd Stk ETF 0 | $22,768 | $19,556 |
| 620 Accenture Plc | $20,546 | $21,811 |
| 526 Advanced Micro Devices Inc | $49,087 | $63,536 |
| 920 Air Products And Chemicals Inc | $24,290 | $26,684 |
| 1,542 Alphabet Inc Cap Stk | $184,030 | $291,901 |
| 1,155 Amazon.Com Inc | $127,819 | $253,395 |
| 254 American Express Co Com | $34,394 | $75,385 |
| 298 American International Group | $11,681 | $21,694 |
| 2,021 Apple Inc | $236,389 | $506,099 |
| 764 Arista Networks Inc Com | $23,154 | $84,445 |
| 545 Bank America Corp Com | $18,767 | $23,953 |
| 187 Berkshire Hathaway Inc Com | $56,790 | $84,763 |
| 360 BHP Group Ltd Spon | $15,916 | $17,579 |
| 240 Blackrock Inc Com | $20,212 | $24,603 |
| 657 Brookfield Asset Management Ltd | $26,125 | $35,603 |
| 1,346 Carmax Inc | $90,936 | $110,049 |
| 174 Caterpillar Inc Com | $37,414 | $63,120 |
| 394 Chubb Limited Com Npv | $84,816 | $108,862 |
| 330 Cisco Systems Inc | $11,533 | $19,536 |
| 534 Coca-Cola Co | $26,339 | $33,247 |
| 221 Conocophillips Com | $9,467 | $21,917 |
| 770 Costco Wholesale Corp Com | $37,415 | $70,553 |
| 203 Danaher Corporation Com | $45,003 | $46,599 |
| 317 Duke Energy Corp New Com New | $28,214 | $34,154 |
| 136 Eli Lilly &Co Com | $44,483 | $104,992 |
| 1,974 Exxon Mobil Corp Com | $212,901 | $212,343 |
| 118 Ferguson Enterprises Inc Com | $17,979 | $20,481 |
| 362 Fiserv Inc Com Stk | $38,165 | $74,362 |
| 418 Gilead Sciences Inc Com | $27,477 | $38,611 |
| 245 Hilton Worldwide Hldgs Inc | $50,310 | $60,554 |
| 292 Honeywell International Inc Com | $51,514 | $65,960 |
| 170 Icon Plc Ord Eur0.06 | $52,589 | $35,651 |
| 138 Intuitive Surgical Inc | $52,653 | $72,030 |
| 489 Johnson Controls International Plc | $30,311 | $38,597 |
| 178 Kimberly-Clark Corp Com | $20,879 | $23,325 |
| 3,111 Lam Research Corp Com New | $122,807 | $224,708 |
| 244 Linde Plc Com | $74,632 | $102,155 |
| 670 Lockheed Martin Corp Com | $23,885 | $32,558 |
| 159 Lockheed Martin Corp Com | $70,192 | $77,264 |
| 380 Martin Marietta Materials Inc Com | $12,711 | $19,627 |
| 107 Mastercard Incorporated Cl A | $38,089 | $56,343 |
| 373 Medtronic Plc | $30,125 | $29,795 |
| 807 Merck &Co. Inc Com | $77,681 | $80,280 |
| 251 Meta Platforms Inc Class A Common Stock | $48,433 | $146,963 |
| 448 Metlife Inc Com | $22,617 | $36,682 |
| 863 Microsoft Corp | $162,169 | $363,754 |
| 205 Nestle Adr | $22,032 | $16,749 |
| 820 Netflix Inc | $50,838 | $73,088 |
| 108 Northrop Grumman Corp Com | $51,571 | $50,683 |
| 2,959 Nvidia Corporation Com | $70,906 | $397,364 |
| 123 Parker-Hannifin Corp Com | $54,089 | $78,232 |
| 206 Paychex Inc Com | $17,939 | $28,885 |
| 445 Pepsico Inc | $78,639 | $67,667 |
| 229 Philip Morris International Inc | $19,079 | $27,560 |
| 422 Phillips 66 | $58,827 | $48,078 |
| 165 Pnc Financial Services Group Com | $21,464 | $31,820 |
| 244 Progressive Corp Com | $58,712 | $58,465 |
| 48,000 Roper Technologies Inc | $25,618 | $24,953 |
| 660 Schlumberger Limited Com | $32,957 | $25,304 |
| 429 Sempra Com | $28,200 | $37,632 |
| 249 Starbucks Corp Com | $24,239 | $22,721 |
| 152 Stryker Corporation Com | $51,226 | $54,728 |
| 157 Target Corp | $21,396 | $21,223 |
| 210 Texas Instruments Inc Com | $23,432 | $39,377 |
| 108 Thermo Fisher Scientific Inc | $44,371 | $56,185 |
| 488 Tjx Companies Inc | $36,067 | $58,955 |
| 171 Trane Technologies Plc Com | $51,289 | $63,159 |
| 649 Truist Finl Corp Com | $20,937 | $28,154 |
| 259 Union Pac Corp Com | $45,221 | $59,062 |
| 160 United Parcel Service Inc Cl B | $20,125 | $20,176 |
| 157 Valero Energy Corp Com | $10,824 | $19,247 |
| 172 Visa Inc | $37,828 | $54,359 |
| 523 Abbvie Inc Com | $58,911 | $92,937 |
| 794 Amgen Inc | $44,448 | $56,820 |
| 862 Broadcom Inc Com | $45,659 | $199,846 |
| 1,423 Chevron Corp | $143,415 | $206,107 |
| 936 Cummins Inc | $52,857 | $81,572 |
| 1,116 Home Depot Inc | $59,830 | $98,025 |
| 638 Jpmorgan Chase &Co. Com | $80,248 | $152,935 |
| 1443 Morgan Stanley Com | $118,630 | $181,414 |
| 669 Procter And Gamble Co | $74,825 | $112,158 |
| 726 Unitedhealth Group Inc | $126,418 | $121,406 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,159,251 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,131,188 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $5,000 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $5,000 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General governance & counsel | CategoryTxt |
| Legal Fees | $2,438 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,438 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Office expenses | Desc |
| Revenue And Expenses Per Books | $403 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $202 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $201 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $68,767 | Amt |
| Net Investment Income | $68,767 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise tax | $5,000 | $0 | $0 |
| Foreign taxes | $257 | $257 | $0 |
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