SHIRLEY AND DAVID TOOMIM FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SHIRLEY AND DAVID TOOMIM FAMILY FOUNDATION (EIN 76-0585077)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201621379349101057
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T08:58:28-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 1400 POST OAK BLVD SUITE 900 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | 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 | 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 | 2016-05-13 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,769,023 | 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 | $1,121,759 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $87,470 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,470 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $225,620 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,715,217 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $225,620 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $844 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,435,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $313,095 | 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 | $4,845 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,422 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,423 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,050 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,050 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,664 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $70 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,421 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $711 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $710 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,980 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,253 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,133 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $306,455 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $306,455 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $381,435 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,253 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $328,588 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,054,263 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $261,842 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,226 | CashBOYAmt |
| Cash EOY | $7,510 | CashEOYAmt |
| Cash EOYFMV | $7,510 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $71,048 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $775,190 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $775,190 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $73 | AcctRcvblAmt |
| Acct Rcvbl EOY | $73 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $73 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $4,040 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,446 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,446 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $853,095 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,094,655 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,101,651 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,787,982 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,987,311 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,517,126 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $535,472 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $364,704 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $365,027 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,259,863 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,231,889 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,769,023 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $49,719 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49,719 | 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 | $3,109,863 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,032,170 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,259,863 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,182,170 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,259,863 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,231,889 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,259,863 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,054,263 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,189 | OtherIncreasesAmt |
| Subtotal | $4,315,315 | SubtotalAmt |
| Other Decreases | $133,145 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,182,170 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| AVALON ADVISORS FIXED ACCOUNT SMT AVAILABLE UPON REQUEST | P | $64,461 | $65,421 | -$960 | -$960 |
| AVALON ADVISORS FIXED ACCOUNT SMT AVAILABLE UPON REQUEST | P | $611,878 | $608,576 | $3,302 | $3,302 |
| AVALON ADVISORS EQUITY BALANCED ACCOUNT STMT AVAILABLE UPON REQUEST | P | $176,027 | $187,274 | -$11,247 | -$11,247 |
| AVALON ADVISORS EQUITY BALANCED ACCOUNT STMT AVAILABLE UPON REQUEST | P | $418,352 | $263,136 | $155,216 | $155,216 |
| AVALON ADVISORS EQUITY INCOME ACCOUNT STMT AVAILABLE UPON REQUEST | P | $150,064 | $171,954 | -$21,890 | -$21,890 |
| AVALON ADVISORS EQUITY INCOME ACCOUNT STMT AVAILABLE UPON REQUEST | P | $291,069 | $190,193 | $100,876 | $100,876 |
| AVALON ADVISORS EQUITY INCOME ACCOUNT STMT AVAILABLE UPON REQUEST | P | $3,281 | $3,043 | $238 | $238 |
| CAPITAL GAIN DISTRIBUTION | P | $85 | $85 | $85 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $225,620 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $331,129 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,839,656 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086239 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $155,579 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,726,474 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041750 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $167,835 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,563,572 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047097 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $194,445 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,929,340 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066378 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $130,621 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,821,453 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046296 | DistributionYr5Rt |
| Total Distribution | 0.287760 | TotalDistributionRt |
| Average Distribution | 0.057552 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,984,510 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $229,317 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,618 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $231,935 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $328,588 | 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 | $2,618 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,618 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,618 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,446 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,446 | TotalPaymentsAndCreditsAmt |
| Tax Due | $172 | 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 | ||||||||
| PO BOX 219169 | HOUSTON | TX | 77218 | PRESIDENT | 1.00 | $4,000 | $0 | $0 |
| SHIRLEY WOLFF TOOMIM | ||||||||
| PO BOX 219169 | HOUSTON | TX | 77218 | 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 | ||||||||
| PO BOX 219169 | HOUSTON | TX | 77218 | 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 | $3,783,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $261,297 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,045,188 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,045,188 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,678 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,984,510 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $199,226 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $199,226 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,618 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,618 | TotalTaxAmt |
| Distributable Before Adj | $196,608 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $196,608 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $196,608 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $328,588 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $328,588 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,618 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $325,970 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $196,608 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $197,650 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $142,334 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $339,984 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $328,588 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $196,608 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $131,980 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $471,964 | 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 | $471,964 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $197,650 | ExcessFromYear4Amt |
| Excess From Year1 | $142,334 | ExcessFromYear1Amt |
| Excess From Current Year | $131,980 | 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 (24 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 | $7,500 |
| ALLEY THEATER | |||||||
| 615 TEXAS AVENUE | HOUSTON | TX | 77002 | NONE | PC | CAPITAL ENDOWMENT CAMPAIGN | $10,000 |
| CASA DE ESPERANZA | |||||||
| PO BOX 6658 | HOUSTON | TX | 77266 | NONE | PC | GENERAL PROGRAM SUPPORT | $5,000 |
| CONGREGATION BETH ISRAEL | |||||||
| 5600 N BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PC | BE A BLESSING CAMPAIGN | $72,955 |
| EMERYWEINER SCHOOL | |||||||
| 9825 STELLA LINK HOUSTON | HOUSTON | TX | 77025 | NONE | PC | GOLDA'S CIRCLE/ENDOWED SCHOLARSHIP | $20,000 |
| GREEN FAMILY CAMP | |||||||
| PO BOX 1468 1192 SMITH LANE | BRUCEVILLE | TX | 76630 | NONE | PC | LOUI'S 30TH ANNIVERSARY | $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 | $5,000 |
| INITIATIVE FOR JEWISH WOMEN (RABBI AMY WEISS) | |||||||
| 1700 BISSONNET | HOUSTON | TX | 77005 | NONE | PC | UNDIES FOR EVERYONE | $3,000 |
| 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 | |||||||
| JFS 4131 S BRAESWOOD BLVD | HOUSTON | TX | 77025 | NONE | PC | DEVELOP REVENUE PROGRAM FOR CELEBRATION CO | $5,000 |
| 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 | NURSE OUTREACH PROGRAM | $25,000 |
| 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 | BIG TENT JUDAISM | $10,000 |
| MS SOCIETY | |||||||
| 8111 NORTH STADIUM DRIVE | HOUSTON | TX | 77054 | NONE | PC | BP MS 150 | $2,500 |
| SEARCH | |||||||
| 2505 FANNIN | HOUSTON | TX | 77002 | NONE | PC | VETERANS PROGRAM MONTHLY JOB CLUBS | $5,000 |
| SEVEN ACRES | |||||||
| 6200 NORTH BRAESWOOD | HOUSTON | TX | 77074 | NONE | PC | GENERAL PROGRAM SUPPORT | $7,500 |
| SHLENKER SCHOOL | |||||||
| 5600 NORTH BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PC | REPLACE EC OUTDOOR EDUCATION FACILITIES | $25,000 |
| THE ROSE | |||||||
| 12700 N FEATHERWOOD | HOUSTON | TX | 77034 | NONE | PC | GENERAL DONATION | $2,500 |
| WOMEN ON THE WAY UP | |||||||
| 3325 WESTHEIMER | HOUSTON | TX | 77098 | NONE | PC | JOAN KARFF MENTORING | $2,500 |
| HEBREW UNION COLLEGE - JEWISH INST OF RELIGION | |||||||
| 1 WEST 4TH STREET | NEW YORK | NY | 10012 | NONE | PC | CANTORIAL CERTIFICATION PROGRAM | $10,000 |
| JUDITH L ROBINSON OVARIAN CANCER FOUNDATION | |||||||
| PO BOX 70163 | HOUSTON | TX | 77270 | NONE | PC | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $306,455 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF GREATER HOUSTON | |||||||
| 5603 SOUTH BRAESWOOD | HOUSTON | TX | 77096 | NONE | PC | PROMISE OF HOPE | $75,000 |
| JEWISH FEDERATION OF GREATER HOUSTON | |||||||
| 5603 SOUTH BRAESWOOD | HOUSTON | TX | 77096 | NONE | PC | KIPP INSPIRED SCHOOL IN ISRAEL | $50,000 |
| EMERYWEINER SCHOOL | |||||||
| 9825 STELLA LINK HOUSTON | HOUSTON | TX | 77025 | NONE | PC | GOLDA'S CIRCLE/ENDOWED SCHOLARSHIP | $20,000 |
| ALLEY THEATER | |||||||
| 615 TEXAS AVENUE | HOUSTON | TX | 77002 | NONE | PC | CAPITAL ENDOWMENT CAMPAIGN | $20,000 |
| HEBREW UNION COLLEGE - JEWISH INST OF RELIGION | |||||||
| 1 WEST 4TH STREET | NEW YORK | NY | 10012 | NONE | PC | CANTORIAL CERTIFICATION PROGRAM | $10,000 |
| JEWISH FEDERATION OF GREATER HOUSTON | |||||||
| 5603 SOUTH BRAESWOOD | HOUSTON | TX | 77096 | NONE | PC | KEHILLAH HIGH | $100,000 |
| GREEN FAMILY CAMP | |||||||
| PO BOX 1468 1192 SMITH LANE | BRUCEVILLE | TX | 76630 | NONE | PC | CAMP ALL YEAR PROGRAM | $40,000 |
| JUDITH L ROBINSON OVARIAN CANCER FOUNDATION | |||||||
| PO BOX 70163 | HOUSTON | TX | 77270 | NONE | PC | GENERAL SUPPORT | $8,000 |
| HOUSTON HILLEL | |||||||
| 1700 BISSONNET | HOUSTON | TX | 77005 | NONE | PC | SPRING CAMPUS LUNCHES RICE/UH | $22,500 |
| JCC MEALS ON WHEELS | |||||||
| 5602 SOUTH BRAESWOOD | HOUSTON | TX | 77096 | NONE | PC | WEEKEND PROGRAM FUNDING | $36,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $381,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,470 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $225,620 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $844 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $313,095 | ExclusionAmt |
| Related Or Exempt Function Incm | $844 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $313,939 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | THIS IS A RETURN OF CAPITAL AND THEREFORE NOT INVESTMENT INCOME SUBJECT TO TAX. | RelationshipStatementTxt |
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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SHIRLEY TOOMIM | |||||||
| 1 | PO BOX 219169 | HOUSTON | TX | 772189169 | $925,000 | Yes (X) | |
| SHIRLEY TOOMIM | |||||||
| 2 | PO BOX 219169 | HOUSTON | TX | 772189169 | $36,619 | Yes (X) | |
| SHIRLEY TOOMIM | |||||||
| 3 | PO BOX 219169 | HOUSTON | TX | 772189169 | $32,922 | Yes (X) | |
| SHIRLEY TOOMIM | |||||||
| 4 | PO BOX 219169 | HOUSTON | TX | 772189169 | $23,024 | Yes (X) | |
| SHIRLEY TOOMIM | |||||||
| 5 | PO BOX 219169 | HOUSTON | TX | 772189169 | $23,812 | Yes (X) | |
| SHIRLEY TOOMIM | |||||||
| 6 | PO BOX 219169 | HOUSTON | TX | 772189169 | $33,490 | Yes (X) | |
| SHIRLEY TOOMIM | |||||||
| 7 | PO BOX 219169 | HOUSTON | TX | 772189169 | $46,892 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 53 SHARES AMAZON.COM | $36,619 | 2015-12-30 |
| 3 | 305 SHARES APPLE INC. | $32,922 | 2015-12-30 |
| 4 | 589 SHARES BAXALTA INC | $23,024 | 2015-12-30 |
| 5 | 262 SHARES CARDINAL HEALTH INC | $23,812 | 2015-12-30 |
| 6 | 314 SHARES FACEBOOK INC | $33,490 | 2015-12-30 |
| 7 | 472 SHARES MASTERCARD INC | $46,892 | 2015-12-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $4,845 | Amt |
| Net Investment Income | $2,422 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,423 | 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 | $364,704 | EOYBookValueAmt |
| EOYFMV | $365,027 | 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 | $1,987,311 | EOYBookValueAmt |
| EOYFMV | $2,517,126 | 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 | $1,094,655 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,101,651 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR GIFTED SECURITIES | Desc |
| Amt | $133,145 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $540 | $270 | $270 |
| BUSINESS MEALS | $716 | $358 | $358 |
| OTHER COSTS | $165 | $83 | $82 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $844 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $844 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $1,189 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $29,050 | Amt |
| Net Investment Income | $29,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,594 | $0 | $0 |
| FOREIGN TAXES | $70 | $70 | $0 |
Comments