LEWIS AND JOAN LOWENSTEIN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS AND JOAN LOWENSTEIN FOUNDATION (EIN 45-3983093)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201613199349100011
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T08:19:23-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 5100 VILLAGE WALK SUITE 300 | AddressLine1Txt |
| City | COVINGTON | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70433 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 NO 250 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD ZLOTNIK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7139638008 | PhoneNum |
| Signature | 2016-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SEAN O'NEILL CPA | PreparerPersonNm |
| PTIN | P01061021 | PTIN |
| Phone | 9858925850 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,439,733 | 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 |
| Dividends Rev And Expnss | $247,349 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $231,519 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $410,516 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,199,960 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $410,516 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $131 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $657,865 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $642,166 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $61,875 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $37,125 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $105,024 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $98,524 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,366 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,290 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,057 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,057 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,976 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,931 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $206,148 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $127,609 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $78,463 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $694,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $694,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $900,148 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $127,609 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $772,463 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$242,283 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $514,557 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $484,071 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $541,857 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $541,857 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,860,679 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,555,009 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,897,876 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,344,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,096,866 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,439,733 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,601 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,601 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $6,304,854 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,062,571 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,339,149 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,096,866 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,344,750 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,096,866 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,339,149 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$242,283 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,096,866 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,096,866 | 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 |
|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES | P | $5,142,000 | $4,789,444 | $352,556 | $352,556 |
| CAPITAL GAINS DIVIDENDS | P | $57,960 | $57,960 | $57,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $410,516 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $903,940 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $762,081 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,617,919 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065595 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $636,679 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,941,915 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071202 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $583,352 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,829,542 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.152329 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $234,849 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,195,130 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055981 | DistributionYr5Rt |
| Total Distribution | 0.345107 | TotalDistributionRt |
| Average Distribution | 0.069021 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,078,342 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $764,638 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,146 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $769,784 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $772,463 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,146 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,146 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,146 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $3,750 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,750 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $121 | EsPenaltyAmt |
| Tax Due | $1,517 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| GERALD ZLOTNIK | ||||||||
| 1770 ST JAMES PL STE 250 | HOUSTON | TX | 77056 | DIRECTOR | 4.00 | $20,625 | $0 | $0 |
| HAROLD HIDALGO | ||||||||
| 1770 ST JAMES PL STE 250 | HOUSTON | TX | 77056 | DIRECTOR | 4.00 | $20,625 | $0 | $0 |
| LEONARD WEINER | ||||||||
| 1770 ST JAMES PL STE 250 | HOUSTON | TX | 77056 | DIRECTOR | 4.00 | $20,625 | $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 | $10,514,348 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $732,700 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,247,048 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,247,048 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $168,706 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,078,342 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $553,917 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $553,917 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,146 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,146 | TotalTaxAmt |
| Distributable Before Adj | $548,771 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $548,771 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $548,771 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $772,463 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $772,463 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,146 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $767,317 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $548,771 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $297,741 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $202,011 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $188,587 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $688,339 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $772,463 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $548,771 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $223,692 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $912,031 | 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 | $912,031 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $297,741 | ExcessFromYear4Amt |
| Excess From Year3 | $202,011 | ExcessFromYear3Amt |
| Excess From Year2 | $188,587 | ExcessFromYear2Amt |
| Excess From Current Year | $223,692 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE OF COMMUNITY ASSISTANCE MINISTRIES | |||||||
| 710 NORTH POST OAK SUITE 210 | HOUSTON | TX | 77024 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| AMERICAN ASSOCIATES BEN GURION UNIVERSITY | |||||||
| 24 GREENWAY PLAZA SUITE 550 | HOUSTON | TX | 77046 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 352 SEVENTH AVENUE SUITE 400 | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE CONTRIBUTIONS | $1,000 |
| AMERICAN TECHNION SOCIETY | |||||||
| 701 POST OAK RD | HOUSTON | TX | 77024 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| ANGELA HOUSE | |||||||
| 425 SHANE STREET | HOUSTON | TX | 77037 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 4635 SOUTHWEST FREEWAY | HOUSTON | TX | 77027 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| CASA JUAN DIEGO | |||||||
| 4818 ROSE STREET | HOUSTON | TX | 77007 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON HOUSTON | |||||||
| 2900 LOUISIANA | HOUSTON | TX | 77006 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| CHRISTUS FOUNDATION FOR HEALTHCARE | |||||||
| 2615 FANNIN AT MCGOWEN | HOUSTON | TX | 77002 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| COALITION FOR THE HOMELESS | |||||||
| 600 JEFFERSON ST 2050 | HOUSTON | TX | 77002 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| COMMUNITY FOUNDATION OF GREATER HOUSTON | |||||||
| 5120 WOODWAY DR | HOUSTON | TX | 77056 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| CRIMESTOPPERS OF HOUSTON INC | |||||||
| PO BOX 541654 | HOUSTON | TX | 77254 | NONE | PC | CHARITABLE CONTRIBUTIONS | $6,000 |
| CRISIS INTERVENTION OF HOUSTON | |||||||
| 1300 BAY AREA BLVD | HOUSTON | TX | 77058 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| CRISTO REY JESUIT COLLEGE | |||||||
| 6700 MT CARMEL DR | HOUSTON | TX | 77087 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| DEPRESSION AND BIPOLAR SUPPORT ALLIANCE | |||||||
| PO BOX 27607 | HOUSTON | TX | 77227 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| DOMINICAN SISTER OF HOUSTON | |||||||
| 6501 ALMEDA ROAD | HOUSTON | TX | 77021 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| EASTER SEALS | |||||||
| 4500 BISSONNET ST | BELLAIRE | TX | 77401 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| ESCAPE FAMILY RESOURCE CENTER | |||||||
| 1721 PECH ROAD 300 | HOUSTON | TX | 77055 | NONE | PC | CHARITABLE CONTRIBUTIONS | $12,500 |
| HOUSTON FURNITURE BANK | |||||||
| 2100 HUSSION STREET | HOUSTON | TX | 77003 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| HOUSTON HILLEL | |||||||
| 1700 BISSONNET ST | HOUSTON | TX | 77005 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| HOUSTON HISPANIC CHAMBER OF COMMERCE FOUNDATION | |||||||
| 1801 MAIN ST SUITE 1075 | HOUSTON | TX | 77002 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| INCARNATE WORD ACADEMY | |||||||
| 609 CRAWFORD ST | HOUSTON | TX | 77002 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| JEWISH FAMILY SERVICE | |||||||
| 4131 S BRAESWOOD | HOUSTON | TX | 77025 | NONE | PC | CHARITABLE CONTRIBUTIONS | $24,000 |
| MEXICAN INSTITUTE OF GREATER HOUSTON INC | |||||||
| 4601 CAROLINE STREET | HOUSTON | TX | 77004 | NONE | PC | CHARITABLE CONTRIBUTIONS | $7,500 |
| NEIGHBORHOOD CENTERS INC | |||||||
| 4401 NAVIGATION BOULEVARD | HOUSTON | TX | 77011 | NONE | PC | CHARITABLE CONTRIBUTIONS | $20,000 |
| NEW HOPE HOUSING | |||||||
| 2821 CANAL STREET | HOUSTON | TX | 77003 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| NORTHWEST ASSISTANCE MINISTRIES | |||||||
| 15555 KUYKENDAHL ROAD | HOUSTON | TX | 77090 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| PATHWAYS FOR LITTLE FEET | |||||||
| 8 GREENWAY PLAZA SUITE 1000 | HOUSTON | TX | 77046 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| PRISON ENTREPRENEURSHIP PROGRAM INC | |||||||
| 4140 DIRECTORS ROW | HOUSTON | TX | 77092 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| SAN JANCITO COLLEGE FOUNDATION | |||||||
| 4624 FAIRMONT PARKWAY STE 212 | PASADENA | TX | 77504 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| SAN JOSE CLINIC | |||||||
| 2615 FANNIN ST | HOUSTON | TX | 77002 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| SEARCH HOMELESS SERVICES | |||||||
| 2505 FANNIN ST | HOUSTON | TX | 77002 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| SEVEN ACRES JEWISH SENIOR CARE SERVICES | |||||||
| 6200 NORTH BRAESWOOD BOULEVARD | HOUSTON | TX | 77074 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| SMILE TRAIN | |||||||
| 41 MADISON AVE 28TH FLOOR | NEW YORK | NY | 10010 | NONE | PC | CHARITABLE CONTRIBUTIONS | $1,000 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 180 34TH STREET NORTH | ST PETERSBURG | FL | 33713 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| ST DOMINIC VILLAGE | |||||||
| 2401 HOLCOMBE BOULEVARD | HOUSTON | TX | 77021 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| ST PIUS X HIGH SCHOOL | |||||||
| 811 WEST DONOVAN STREET | HOUSTON | TX | 77091 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| STAR OF HOPE | |||||||
| 6897 ARMORE STREET | HOUSTON | TX | 77054 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| THE ARCHDIOCESE OF GALVESTON-HOUSTON | |||||||
| 1700 SAN JACINTO STREET | HOUSTON | TX | 77002 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| THE EMERYWEINER SCHOOL | |||||||
| 9825 STELLA LINK RD | HOUSTON | TX | 77025 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| THE IRVIN M SHLENKER SCHOOL OF CONGREGATION BETH ISRAEL | |||||||
| 5600 N BRAESWOOD | HOUSTON | TX | 77096 | NONE | PC | CHARITABLE CONTRIBUTIONS | $22,500 |
| THE JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS | |||||||
| 1307 NEW YORK AVE NW SUITE 200 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| THE KIPP FOUNDATION | |||||||
| 10711 KIPP WAY | HOUSTON | TX | 77099 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| THERAPY PET PALS OF TEXAS | |||||||
| 3930 BEE CAVES ROAD SUITE C | AUSTIN | TX | 78746 | NONE | PC | CHARITABLE CONTRIBUTIONS | $2,000 |
| UNDIES FOR EVERYONE | |||||||
| 1700 BISSONNET ST | HOUSTON | TX | 77005 | NONE | PC | CHARITABLE CONTRIBUTIONS | $7,500 |
| UNIVERSITY OF ST THOMAS | |||||||
| 3800 MONTROSE BOULEVARD | HOUSTON | TX | 77006 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| VECINO HEALTH CENTERS | |||||||
| 424 HAHLO STREET | HOUSTON | TX | 77020 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| WORKFAITH CONNECTION | |||||||
| 10120 NORTHWEST FREEWAY SUITE 200 | HOUSTON | TX | 77092 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| YES PREP PUBLIC SCHOOLS | |||||||
| 6201 BONHOMME STE 168N | HOUSTON | TX | 77036 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| MENTAL HEALTH AMERICA OF GREATHER HOUSTON | |||||||
| 2211 NORFOLK STREET SUITE 810 | HOUSTON | TX | 77098 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| EVELYN RUBENSTEIN JEWISH COMMUNITY CENTER | |||||||
| 5601 S BRAESWOOD | HOUSTON | TX | 770963907 | NONE | PC | CHARITABLE CONTRIBUTION | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $694,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $247,349 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $410,516 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $657,865 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $657,865 | 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 | $13,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,850 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS BROKERAGE ACCOUNTS | AT COST | $3,090,513 | $3,185,558 |
| BARCLAYS BROKERAGE ACCOUNTS | AT COST | $4,869 | $5,800 |
| BERNSTEIN BROKERAGE ACCOUNTS | AT COST | $3,424,142 | $3,627,862 |
| STIFEL BROKERAGE ACCOUNTS | AT COST | $3,035,485 | $3,078,656 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUTO EXPENSE | $550 | $0 | $550 |
| BANK CHARGES | $90 | $45 | $45 |
| CONTRACT LABOR | $4,480 | $0 | $4,480 |
| DUES | $1,250 | $0 | $1,250 |
| INSURANCE | $1,250 | $0 | $1,250 |
| OFFICE EXPENSE | $300 | $0 | $300 |
| PENALTIES & INTEREST | $56 | $0 | $56 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $5,601 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $98,524 | $98,524 | $0 |
| PROFESSIONAL FEES | $6,500 | $0 | $6,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHOLDINGS | $4,290 | $4,290 | $0 |
| EXCISE TAX | $76 | $0 | $0 |
Comments