SHIRLEY AND DAVID TOOMIM FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SHIRLEY AND DAVID TOOMIM FAMILY FOUNDATION (EIN 76-0585077)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201721329349100312
- Schema version
- 2016v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- 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 | 2017-05-12T07:35:54-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 SUITE 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 | 2016-01-01 | 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 | 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 | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7136627784 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMIE SANDERS | PreparerPersonNm |
| PTIN | P01508979 | PTIN |
| Phone | 7136253500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.171 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-10 | IPDt |
| IP Tm | 17:48:54 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 28E05A7AB86B9FADB7562D97B29177AD2FC4EAC8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DACA91986CFB8A0EF6A94F1B7DC6CB180BBD373B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,642,610 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $35,323 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $107,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,970 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $316,407 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,396,699 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $316,407 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,062 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $461,765 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $424,380 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $19,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,135 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,568 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,567 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,233 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,117 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,116 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,812 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $383 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $192 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $191 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,563 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,877 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,874 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $261,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $261,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $340,463 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,877 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $299,774 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $121,302 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $386,503 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,510 | CashBOYAmt |
| Cash EOY | $129,712 | CashEOYAmt |
| Cash EOYFMV | $129,712 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $775,190 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,451 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,451 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $73 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $2,446 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $1,094,655 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $702,851 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $688,953 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,987,311 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,966,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,324,403 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $364,704 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $459,151 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $451,091 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,231,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,306,885 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,642,610 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $49,719 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $49,719 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $4,032,170 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,156,885 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,182,170 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,306,885 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,231,889 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,306,885 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,182,170 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $121,302 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,413 | OtherIncreasesAmt |
| Subtotal | $4,306,885 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,306,885 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PIZER SETTLEMENT | P | $106 | $106 | $106 | |
| AVALON ADVISORS CASH ACCOUNT SMT AVAILABLE UPON REQUEST | P | $30,000 | $0 | $0 | $30,000 |
| AVALON ADVISORS FIXED ACCOUNT SMT AVAILABLE UPON REQUEST | P | $933,580 | $11,529 | $11,529 | $922,051 |
| AVALON ADVISORS FIXED ACCOUNT SMT AVAILABLE UPON REQUEST | P | $674,303 | $20,245 | $20,245 | $654,058 |
| AVALON ADVISORS EQUITY BALANCED ACCOUNT STMT AVAILABLE UPON REQUEST | P | $577,993 | -$29,154 | -$29,154 | $607,147 |
| AVALON ADVISORS EQUITY BALANCED ACCOUNT STMT AVAILABLE UPON REQUEST | P | $839,216 | $261,300 | $261,300 | $577,916 |
| AVALON ADVISORS EQUITY INCOME ACCOUNT STMT AVAILABLE UPON REQUEST | P | $111,355 | -$6,009 | -$6,009 | $117,364 |
| AVALON ADVISORS EQUITY INCOME ACCOUNT STMT AVAILABLE UPON REQUEST | P | $224,751 | $57,450 | $57,450 | $167,301 |
| AVALON ADVISORS EQUITY INCOME ACCOUNT STMT AVAILABLE UPON REQUEST | P | $4,196 | -$259 | -$259 | $4,455 |
| CAPITAL GAIN DISTRIBUTION | P | $1,199 | $1,199 | $1,199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $316,407 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $325,970 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,984,510 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081809 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $331,129 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,839,656 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.086239 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $155,579 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,726,474 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041750 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $167,835 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,563,572 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047097 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $194,445 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,929,340 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066378 | DistributionYr5Rt |
| Total Distribution | 0.323273 | TotalDistributionRt |
| Average Distribution | 0.064655 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,588,990 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $296,701 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,865 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $300,566 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $299,774 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,730 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,730 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,730 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,640 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,640 | TotalPaymentsAndCreditsAmt |
| Tax Due | $5,090 | 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 | 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 | Yes (1) | 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 |
| 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 |
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 | $4,000 | $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 | 1.00 | $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 | $4,440,898 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $217,975 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,658,873 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,658,873 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,883 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,588,990 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $229,450 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $229,450 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,730 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,730 | TotalTaxAmt |
| Distributable Before Adj | $221,720 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $221,720 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $221,720 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $299,774 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $299,774 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $299,774 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $221,720 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $197,650 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $142,334 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $131,980 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $471,964 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $299,774 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $221,720 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $78,054 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $550,018 | 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 | $197,650 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $352,368 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $142,334 | ExcessFromYear2Amt |
| Excess From Year1 | $131,980 | ExcessFromYear1Amt |
| Excess From Current Year | $78,054 | ExcessFromCurrentYearAmt |
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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFL-AMERICAN FRIENDS OF LIBI | |||||||
| 420 HARVARD STREET | BROOKLINE | MA | 02446 | NONE | PC | DUVDEVAN UNIT - ISRAEL IDF | $10,000 |
| ALLEY THEATER | |||||||
| 615 TEXAS AVENUE | HOUSTON | TX | 77002 | NONE | PC | CAPITAL ENDOWMENT CAMPAIGN | $10,000 |
| CITIZEN SCHOOLS | |||||||
| 2700 SOUTHWEST FREEWAY SUITE B | HOUSTON | TX | 77098 | NONE | PC | TEAM SPONSOR | $5,000 |
| CONGREGATION BETH ISRAEL | |||||||
| 5600 N BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PC | MBJLC NEW CURRICULUM FROM ISJL | $17,500 |
| EMERYWEINER SCHOOL | |||||||
| 9825 STELLA LINK HOUSTON | HOUSTON | TX | 77025 | NONE | PC | GOLDA'S CIRCLE/ENDOWED SCHOLARSHIP | $20,000 |
| ESCAPE FAMILY RESOURCE CENTER | |||||||
| 1721 PECH ROAD SUITE 300 | HOUSTON | TX | 77055 | NONE | PC | UPRIGHT WASHER/DRYER | $1,400 |
| GREENE FAMILY CAMP | |||||||
| PO BOX 1468 1192 SMITH LANE | BRUCEVILLE | TX | 76630 | NONE | PC | CAMP ALL YEAR PROGRAM | $10,000 |
| HEBREW UNION COLLEGE - JEWISH INST OF RELIGION | |||||||
| 1 WEST 4TH STREET | NEW YORK | NY | 10012 | NONE | PC | CANTORIAL CERTIFICATION PROGRAM | $10,000 |
| HOUSTON ACHIEVEMENT PLACE | |||||||
| 245 W 17TH STREET | HOUSTON | TX | 77008 | NONE | PC | PROGRAMS FOR VICTIMS OF ABUSE & NEGLECT | $6,500 |
| HOUSTON HILLEL | |||||||
| 1700 BISSONNET | HOUSTON | TX | 77005 | NONE | PC | SPRING CAMPUS LUNCHES RICE/UH | $7,500 |
| INSTITUTE OF SOUTHERN JEWISH LIFE | |||||||
| P O BOX 16528 | JACKSON | MS | 39236 | NONE | PC | EDUCATION, RABBINIC, ENGAGEMENT, CULTURAL PROGRAMS | $15,000 |
| UNDIES FOR EVERYONE(RABBI AMY WEISS) | |||||||
| 1700 BISSONNET | HOUSTON | TX | 77005 | NONE | PC | GENERAL SUPPORT | $3,000 |
| JCC ARTS & CULTURE PROGRAM | |||||||
| 5602 SOUTH BRAESWOOD | HOUSTON | TX | 77096 | NONE | PC | BIRTHRIGHT PASSPORT PROGRAM | $1,000 |
| JCC MEALS ON WHEELS | |||||||
| 5602 SOUTH BRAESWOOD | HOUSTON | TX | 77096 | NONE | PC | WEEKEND PROGRAM FUNDING | $12,000 |
| JEWISH CHILDREN REGIONAL SERVICE | |||||||
| PO BOX 7368 | METAIRIE | LA | 70010 | NONE | PC | SCHOLARSHIPS | $7,500 |
| JEWISH FAMILY SERVICE | |||||||
| 4131 S BRAESWOOD BLVD | HOUSTON | TX | 77025 | NONE | PC | CELEBRATION COMPANY ART REVENUE INITIATIVE | $15,000 |
| JEWISH FEDERATION OF GREATER HOUSTON | |||||||
| 5603 SOUTH BRAESWOOD | HOUSTON | TX | 77096 | NONE | PC | KIPP INSPIRED SCHOOL IN ISRAEL | $25,000 |
| JEWISH FEDERATION OF GREATER HOUSTON | |||||||
| 5603 SOUTH BRAESWOOD | HOUSTON | TX | 77096 | NONE | PC | COMMUNITY DEMOGRAPHIC STUDY | $5,000 |
| JEWISH FEDERATION OF GREATER HOUSTON | |||||||
| 5603 SOUTH BRAESWOOD | HOUSTON | TX | 77096 | NONE | PC | PROMISE OF HOPE | $25,000 |
| JEWISH FEDERATION OF GREATER HOUSTON | |||||||
| 5603 SOUTH BRAESWOOD | HOUSTON | TX | 77096 | NONE | PC | KEHILLAH HIGH | $20,000 |
| JUDITH L ROBINSON OVARIAN CANCER FOUNDATION | |||||||
| PO BOX 70163 | HOUSTON | TX | 77270 | NONE | PC | GENERAL SUPPORT | $2,000 |
| MS SOCIETY | |||||||
| 8111 NORTH STADIUM DRIVE | HOUSTON | TX | 77054 | NONE | PC | BP MS 150 | $2,500 |
| PETS FOR VETS - HOUSTON CHAPTER | |||||||
| 7941 KATY FREEWAY 175 | HOUSTON | TX | 77024 | NONE | PC | GENERAL SUPPORT | $2,500 |
| SEARCH | |||||||
| 2015 CONGRESS AVENUE | HOUSTON | TX | 77002 | NONE | PC | TINY TREASURES | $10,000 |
| SEARCH | |||||||
| 2015 CONGRESS AVENUE | HOUSTON | TX | 77002 | NONE | PC | ENGAGEMENT SERVICES | $5,000 |
| SEVEN ACRES | |||||||
| 6200 NORTH BRAESWOOD | HOUSTON | TX | 77074 | NONE | PC | FIVE ELECTRIC HIGH LOW BEDS | $7,500 |
| THE ROSE | |||||||
| 12700 N FEATHERWOOD SUITE 260 | HOUSTON | TX | 77034 | NONE | PC | GENERAL SUPPORT | $2,500 |
| WOMEN ON THE WAY UP | |||||||
| 3325 WESTHEIMER | HOUSTON | TX | 77098 | NONE | PC | JOAN KARFF MENTORING | $2,500 |
| WORLD UNION FOR PROGRESSIVE JUDAISM | |||||||
| 633 THIRD AVENUE 7TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | IN HONOR OF RABBIS THAL AND FREELANDER | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $261,900 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 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 ENDOWMENT CAMPAIGN | $10,000 |
| CONGREGATION BETH ISRAEL | |||||||
| 5600 N BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PC | MBJLC NEW CURRICULUM FROM ISJL | $17,500 |
| GREEN FAMILY CAMP | |||||||
| PO BOX 1468 1192 SMITH LANE | BRUCEVILLE | TX | 76630 | NONE | PC | CAMP ALL YEAR PROGRAM | $30,000 |
| HOUSTON ACHIEVEMENT PLACE | |||||||
| 245 W 17TH STREET | HOUSTON | TX | 77008 | NONE | PC | PROGRAMS FOR VICTIMS OF ABUSE & NEGLECT | $13,000 |
| HOUSTON HILLEL | |||||||
| 1700 BISSONNET | HOUSTON | TX | 77005 | NONE | PC | SPRING CAMPUS LUNCHES RICE/UH | $15,000 |
| INSTITUTE OF SOUTHERN JEWISH LIFE | |||||||
| P O BOX 16528 | JACKSON | MS | 39236 | NONE | PC | EDUCATION, RABBINIC, ENGAGEMENT, CULTURAL PROGRAMS | $30,000 |
| JCC MEALS ON WHEELS | |||||||
| 5602 SOUTH BRAESWOOD | HOUSTON | TX | 77096 | NONE | PC | WEEKEND PROGRAM FUNDING | $24,000 |
| JEWISH FAMILY SERVICE | |||||||
| 4131 S BRAESWOOD BLVD | HOUSTON | TX | 77025 | NONE | PC | HIGH IMPACT FUND | $75,000 |
| JEWISH FAMILY SERVICE | |||||||
| 4131 S BRAESWOOD BLVD | HOUSTON | TX | 77025 | NONE | PC | NEW BUILDING CAPITAL (NAME CC BREAKROOM) | $75,000 |
| JEWISH FEDERATION OF GREATER HOUSTON | |||||||
| 5603 SOUTH BRAESWOOD | HOUSTON | TX | 77096 | NONE | PC | PROMISE OF HOPE | $50,000 |
| JEWISH FEDERATION OF GREATER HOUSTON | |||||||
| 5603 SOUTH BRAESWOOD | HOUSTON | TX | 77096 | NONE | PC | KIPP INSPIRED SCHOOL IN ISRAEL | $25,000 |
| JEWISH FEDERATION OF GREATER HOUSTON | |||||||
| 5603 SOUTH BRAESWOOD | HOUSTON | TX | 77096 | NONE | PC | LEO BAECK - MERCAZ RUTH CENTER | $50,000 |
| JEWISH FEDERATION OF GREATER HOUSTON | |||||||
| 5603 SOUTH BRAESWOOD | HOUSTON | TX | 77096 | NONE | PC | KEHILLAH HIGH | $80,000 |
| JUDITH L ROBINSON OVARIAN CANCER FOUNDATION | |||||||
| PO BOX 70163 | HOUSTON | TX | 77270 | NONE | PC | GENERAL SUPPORT | $6,000 |
| SEARCH | |||||||
| 2015 CONGRESS AVENUE | HOUSTON | TX | 77002 | NONE | PC | TINY TREASURES | $20,000 |
| SEARCH | |||||||
| 2015 CONGRESS AVENUE | HOUSTON | TX | 77002 | NONE | PC | ENGAGEMENT SERVICES | $10,000 |
| SHLENKER SCHOOL | |||||||
| 5600 NORTH BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PC | CAMPUS INNOVATION AND BEAUTIFICATION | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $630,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,970 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $316,407 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| NONDIVIDEND DISTRIBUTION | 14 | $1,895 |
| TAX-EXEMPT INTEREST INCOME | 14 | $167 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $424,380 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,062 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $426,442 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELVYN AND CYVIA WOLFF | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 219169 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 772189169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $35,323 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $5,135 | Amt |
| Net Investment Income | $2,568 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,567 | 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 | $459,151 | EOYBookValueAmt |
| EOYFMV | $451,091 | 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 | $2,966,720 | EOYBookValueAmt |
| EOYFMV | $3,324,403 | 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 | $702,851 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $688,953 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUSINESS MEALS | Desc |
| Revenue And Expenses Per Books | $383 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $192 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $191 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| NONDIVIDEND DISTRIBUTION | $1,895 | $1,895 |
| TAX-EXEMPT INTEREST INCOME | $167 | $167 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $3,413 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $32,233 | Amt |
| Net Investment Income | $16,117 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,116 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $2,812 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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