LEWIS AND JOAN LOWENSTEIN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS AND JOAN LOWENSTEIN FOUNDATION (EIN 45-3983093)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202513159349101466
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T10:24:50-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 1770 ST JAMES PLACE SUITE 250 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770563432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453983093 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEWIS AND JOAN LOWENSTEIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
| Phone | 7139638008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1770 ST JAMES PLACE 250 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD HIDALGO SR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7139638008 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY ROBISON | PreparerPersonNm |
| PTIN | P01790991 | PTIN |
| Phone | 7139638008 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,776,322 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $227 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $227 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $264,784 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $264,784 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $388,100 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,350,519 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $388,100 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,623 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $664,734 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $653,111 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $98,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $39,360 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $59,040 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,026 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,026 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,937 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,937 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,116 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,116 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,844 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $626 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $21,846 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,846 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,157 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,985 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,397 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $220,326 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $98,087 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $122,246 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $269,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $269,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $489,826 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $98,087 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $391,746 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $174,908 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $555,024 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $135,045 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $268,551 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $268,551 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $40,821 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $40,821 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $40,821 | GrantsReceivableEOYFMVAmt |
| Other Investments BOY | $8,274,688 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,285,963 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,464,941 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,009 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,009 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,450,554 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,597,344 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,776,322 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,034,295 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,034,295 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,416,259 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,563,049 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,450,554 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,597,344 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,450,554 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,597,344 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,450,554 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $174,908 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,625,462 | SubtotalAmt |
| Other Decreases | $28,118 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,597,344 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| STIFEL 2106 | $1,306 | $1,430 | -$124 | -$124 |
| STIFEL 2106 | $29,230 | $19,129 | $10,101 | $10,101 |
| STIFEL 8006 | $17,724 | $14,919 | $2,805 | $2,805 |
| STIFEL 1300 | $54,534 | $35,244 | $19,290 | $19,290 |
| STIFEL 9311 | $118,588 | $115,715 | $2,873 | $2,873 |
| STIFEL 9311 | $53,770 | $54,357 | -$587 | -$587 |
| STIFEL 9181 | $2,079 | $2,300 | -$221 | -$221 |
| STIFEL 9181 | $63,565 | $51,177 | $12,388 | $12,388 |
| STIFEL 5043 | $692,113 | $628,360 | $63,753 | $63,753 |
| STIFEL 4788 | $1,228 | $1,498 | -$270 | -$270 |
| STIFEL 4788 | $34,161 | $65,998 | -$31,837 | -$31,837 |
| STIFEL 7544 | $8,349 | $7,724 | $625 | $625 |
| STIFEL 7544 | $27,987 | $27,809 | $178 | $178 |
| STIFEL 7544 | $586 | $586 | $586 | |
| BERNSTEIN - 5004 | $38,434 | $36,884 | $1,550 | $1,550 |
| BERNSTEIN - 5004 | $796,912 | $806,432 | -$9,520 | -$9,520 |
| BERNSTEIN - 9091 | $55,482 | $54,323 | $1,159 | $1,159 |
| BERNSTEIN - 9091 | $753,026 | $837,021 | -$83,995 | -$83,995 |
| SCHWAB - 7767 | $3,601,445 | $3,202,099 | $399,346 | $399,346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $388,100 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,715 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,715 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,715 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $845 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $845 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $361 | EsPenaltyAmt |
| Tax Due | $7,231 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LAPORTE APAC | IndividualWithBooksNm |
| Phone | 7139638008 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1770 ST JAMES PL SUITE 250 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HAROLD HIDALGO | ||||||||
| 1770 ST JAMES PL STE 250 | HOUSTON | TX | 77056 | DIRECTOR | 5.00 | $30,000 | $0 | $0 |
| LEONARD WEINER | ||||||||
| 1770 ST JAMES PL STE 250 | HOUSTON | TX | 77056 | DIRECTOR | 5.00 | $30,000 | $0 | $0 |
| ANNA MARIE HIDALGO | ||||||||
| 1770 ST JAMES PL STE 250 | HOUSTON | TX | 77056 | DIRECTOR | 4.00 | $19,200 | $0 | $0 |
| BARBY WEINER | ||||||||
| 1770 ST JAMES PL STE 250 | HOUSTON | TX | 77056 | DIRECTOR | 4.00 | $19,200 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,386,755 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $403,112 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,789,867 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,789,867 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,848 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,658,019 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $432,901 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $432,901 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,715 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,715 | TotalTaxAmt |
| Distributable Before Adj | $425,186 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $425,186 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $425,186 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $391,746 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $391,746 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $425,186 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $320,026 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $296,406 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $333,174 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $199,562 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,149,168 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $391,746 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $391,746 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $33,440 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $33,440 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,115,728 | 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 | $286,586 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $829,142 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $296,406 | ExcessFromYear4Amt |
| Excess From Year3 | $333,174 | ExcessFromYear3Amt |
| Excess From Year2 | $199,562 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATES BEN GURION UNIVERSITY | |||||||
| 24 GREENWAY PLAZA SUITE 550 | HOUSTON | TX | 77046 | NONE | PC | CHARITABLE CONTRIBUTIONS | $20,000 |
| ARCHDIOCESE OF GALVESTON | |||||||
| 1700 SAN JACINTO STREET | HOUSTON | TX | 77002 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| CANCARE INC | |||||||
| 9575 KATY FREEWAY | HOUSTON | TX | 77024 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| CASA DE ESPERANZA DE LOS NINOS INC | |||||||
| PO BOX 66581 | HOUSTON | TX | 77266 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON HOUSTON | |||||||
| 2900 LOUISIANA | HOUSTON | TX | 77006 | NONE | PC | CHARITABLE CONTRIBUTIONS | $12,500 |
| CHRISTUS FOUNDATION FOR HEALTHCARE | |||||||
| 2615 FANNIN AT MCGOWEN | HOUSTON | TX | 77002 | NONE | PC | CHARITABLE CONTRIBUTIONS | $12,500 |
| COMMUNITY FAMILY CENTERS | |||||||
| 7524 AVENUE E | HOUSTON | TX | 77012 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| CRISTO REY JESUIT COLLEGE | |||||||
| 6700 MT CARMEL DR | HOUSTON | TX | 77087 | NONE | PC | CHARITABLE CONTRIBUTIONS | $12,500 |
| EASTER SEALS | |||||||
| 4500 BISSONNET ST | BELLAIRE | TX | 77401 | NONE | PC | CHARITABLE CONTRIBUTIONS | $7,500 |
| HOUSTON ACHIEVEMENT PLACE | |||||||
| 245 WEST 17TH STREET | HOUSTON | TX | 77008 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| HOUSTON HILLEL | |||||||
| 1700 BISSONNET ST | HOUSTON | TX | 77005 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| INCARNATE WORD ACADEMY | |||||||
| 609 CRAWFORD ST | HOUSTON | TX | 77002 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| JEWISH FAMILY SERVICE | |||||||
| 4131 S BRAESWOOD | HOUSTON | TX | 77025 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA | |||||||
| 1101 14TH STREET NW 1030 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE CONTRIBUTIONS | $12,500 |
| NORTHWEST ASSISTANCE MINISTRIES | |||||||
| 15555 KUYKENDAHL ROAD | HOUSTON | TX | 77090 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| SEVEN ACRES JEWISH SENIOR CARE SERVICES | |||||||
| 6200 NORTH BRAESWOOD BOULEVARD | HOUSTON | TX | 77074 | NONE | PC | CHARITABLE CONTRIBUTIONS | $20,000 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 180 34TH STREET NORTH | ST PETERSBURG | FL | 33713 | NONE | PC | CHARITABLE CONTRIBUTIONS | $12,500 |
| SPECIAL OLYMPICS TEXAS | |||||||
| 7715 CHEVY CHASE DR 120 | AUSTIN | TX | 78752 | NONE | PC | CHARITABLE CONTRIBUTIONS | $2,000 |
| 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 | $7,500 |
| UNIVERSITY OF HOUSTON | |||||||
| 4302 UNIVERSITY DR | HOUSTON | TX | 77004 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| WORKFAITH CONNECTION | |||||||
| 10120 NORTHWEST FREEWAY SUITE 200 | HOUSTON | TX | 77092 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| SPRING BRANCH COMM HEALTH CTR | |||||||
| 5502 1ST ST | KATY | TX | 77493 | NONE | PC | CHARITABLE CONTRIBUTIONS | $5,000 |
| ADR SOUTHWEST | |||||||
| 7718 MCPHERSON RD | LAREDO | TX | 78045 | NONE | PC | CHARITABLE CONTRIBUTIONS | $12,500 |
| JEWISH FEDERATION | |||||||
| 5603 S BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| JEWISH COMMUNITY CENTER | |||||||
| 5601 S BRAESWOOD | HOUSTON | TX | 77096 | NONE | PC | CHARITABLE CONTRIBUTIONS | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $269,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $227 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $264,784 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $388,100 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $11,623 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $653,111 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,623 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $664,734 | 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 | 11 | LineNumberTxt |
| Relationship Statement | LITIGATION SETTLEMENT | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,937 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,937 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BERNSTEIN BROKERAGE ACCOUNTS | AT COST | $4,342,210 | $4,522,005 |
| STIFEL BROKERAGE ACCOUNTS | AT COST | $5,290 | $914 |
| SCHWAB BROKERAGE ACCOUNTS | AT COST | $3,938,463 | $3,942,022 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,026 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,026 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAX RECEIVABLE | Desc |
| EOY Book Value | $2,009 | EOYBookValueAmt |
| EOYFMV | $2,009 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSS | Desc |
| Amt | $28,118 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT LABOR | $17,467 | $0 | $17,467 |
| DUES | $2,680 | $0 | $2,680 |
| INSURANCE | $25 | $0 | $1,250 |
| BANK CHARGES | $29,985 | $29,985 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $11,623 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $11,623 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $28,116 | Amt |
| Net Investment Income | $28,116 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHOLDINGS | $626 | $626 | $0 |
| FEDERAL EXCISE TAXES | $1,218 | $0 | $0 |
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