SHIRLEY AND DAVID TOOMIM FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SHIRLEY AND DAVID TOOMIM FAMILY FOUNDATION (EIN 76-0585077)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201421339349102532
- Schema version
- 2013v3.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T17:18:56-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 POST OAK BLVD STE 900 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770563009 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRUCE M LEVY | InCareOfNm |
| Business Name Control | SHIR | BusinessNameControlTxt |
| Phone | 7136627784 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5333 GULFTON | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770812801 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE LEVY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7136627784 | PhoneNum |
| Signature | 2014-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAN I PHIPPS | PreparerPersonNm |
| Phone | 7136253500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,935,441 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $82,387 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,379 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $177,629 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,841,006 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $177,629 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $260,018 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $257,010 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,019 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,684 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $135 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $315 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $192 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $192 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,394 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,461 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,642 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $144,937 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $144,937 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $195,331 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,461 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $155,579 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $64,687 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $221,549 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,276 | CashBOYAmt |
| Cash EOY | $18,302 | CashEOYAmt |
| Cash EOYFMV | $18,302 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $80,224 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $426,170 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $426,170 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,240 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,040 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,040 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $959,327 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $736,230 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $731,494 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,876,015 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,542,359 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,051,876 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $439,832 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $710,500 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $703,559 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,372,914 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,437,601 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,935,441 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $150,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $150,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,222,914 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,287,601 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,372,914 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,437,601 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,372,914 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,437,601 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,372,914 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $64,687 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,437,601 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,437,601 | 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 CASH ACCOUNT - SEE STMT D-1 | P | $295,000 | $295,000 | ||
| AVALON ADVISORS FIXED INCOME ACCT. - SEE STMT D-1 | P | $274,974 | $278,438 | -$3,464 | -$3,464 |
| AVALON ADVISORS FIXED INCOME ACCT. - SEE STMT D-1 | P | $302,481 | $301,562 | $919 | $919 |
| AVALON ADVISORS EQUITY BALANCED - SEE STMT D-1 | P | $432,123 | $370,283 | $61,840 | $61,840 |
| AVALON ADVISORS EQUITY BALANCED - SEE STMT D-1 | P | $308,457 | $220,880 | $87,577 | $87,577 |
| AVALON ADVISORS EQUITY INCOME ACCT. - SEE STMT D-1 | P | $40,077 | $38,830 | $1,247 | $1,247 |
| AVALON ADVISORS EQUITY INCOME ACCT. - SEE STMT D-1 | P | $187,538 | $158,384 | $29,154 | $29,154 |
| CAPITAL GAIN DIVIDENDS | P | $356 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $177,629 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $167,835 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,563,572 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047097 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $194,445 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,929,340 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066378 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $130,621 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,821,453 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046296 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $95,036 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,433,213 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039058 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $293,532 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,781,298 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.105538 | DistributionYr5Rt |
| Total Distribution | 0.304367 | TotalDistributionRt |
| Average Distribution | 0.060873 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,726,474 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $226,842 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,215 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $229,057 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $155,579 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,431 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,431 | SubtotalAmt |
| Tax Based On Investment Income | $4,431 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,040 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,040 | TotalPaymentsAndCreditsAmt |
| Tax Due | $391 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE M LEVY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7136627784 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5333 GULFTON | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77081 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRUCE LEVY | ||||||||
| 5333 GULFTON | HOUSTON | TX | 770812801 | TRUSTEE | 1.0 | $8,000 | $0 | $0 |
| ELLEN ROBINSON | ||||||||
| PO BOX 219169 | HOUSTON | TX | 772189169 | TRUSTEE | 1.0 | $8,000 | $0 | $0 |
| SHIRLEY TOOMIM | ||||||||
| PO BOX 219169 | HOUSTON | TX | 77024 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,429,336 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $353,886 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,783,222 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,783,222 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,748 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,726,474 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $186,324 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $186,324 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,431 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,431 | TotalTaxAmt |
| Distributable Before Adj | $181,893 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $181,893 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $181,893 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $155,579 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $155,579 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $155,579 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $181,893 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $56,313 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $197,650 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $253,963 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $155,579 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $155,579 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $26,314 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $26,314 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $227,649 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $29,999 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $197,650 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $197,650 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHIRLEY TOOMIM | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
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 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77081 | ZIPCode |
| 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONGREGATION BETH ISRAEL | |||||||
| 5600 NORTH BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PUBLIC CHARITY | SUMMER INTERNSHIPS & LIBRARY SOFTWARE AND RELATED EXPENSE. | $8,437 |
| SHLENKER SCHOOL | |||||||
| 5600 NORTH BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PUBLIC CHARITY | REPLACE EC OUTDOOR EDUCATION FACILITIES | $50,000 |
| HOUSTON ACHEIVEMENT PLACE | |||||||
| 245 W 17TH STREET | HOUSTON | TX | 77008 | NONE | PUBLIC CHARITY | TUTORING & SUMMER CAMP FOR FOSTER KIDS | $6,500 |
| JEWISH CHILDREN'S REGIONAL SERVICES | |||||||
| PO BOX 7368 | METAIRIE | LA | 70010 | NONE | PUBLIC CHARITY | SCHOLARSHIP PROGRAM SUPPORT | $7,500 |
| JEWISH COMMUNITY CENTER | |||||||
| 5601 SOUTH BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PUBLIC CHARITY | MEALS ON WHEELS WEEKEND PROGRAM FUNDING | $12,000 |
| JEWISH FEDERATION OF GREATER HOUSTON | |||||||
| 5603 SOUTH BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PUBLIC CHARITY | NURSE OUTREACH PROGRAM | $16,000 |
| WOMEN ON THE WAY UP | |||||||
| 3325 WESTHEIMER | HOUSTON | TX | 77098 | NONE | PUBLIC CHARITY | JOAN KARFF MENTORING PROGRAM SUPPORT | $2,500 |
| ALLEY THEATER | |||||||
| 615 TEXAS AVENUE | HOUSTON | TX | 77002 | NONE | PUBLIC CHARITY | CAPITAL ENDOWMENT CAMPAIGN | $10,000 |
| INITIATIVE FOR JEWISH WOMEN | |||||||
| 1700 BISSONNET | HOUSTON | TX | 77005 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $3,000 |
| SUSAN B KOMEN - HOUSTON | |||||||
| 5433 WESTHEIMER RD STE 324 | HOUSTON | TX | 77056 | NONE | PUBLIC CHARITY | RACE FOR THE CURE | $2,500 |
| HOUSTON HILLEL | |||||||
| 1700 BISSONNET | HOUSTON | TX | 77005 | NONE | PUBLIC CHARITY | CAMPUS LUNCHES - RICE UNIVERSITY & UNIVERSITY OF HOUSTON | $5,000 |
| SEVEN ACRES | |||||||
| 6200 NORTH BRAESWOOD BLVD | HOUSTON | TX | 77074 | NONE | PUBLIC CHARITY | MASSAGE THERAPY PROGRAM | $5,000 |
| SEARCH HOMELESS SERVICES | |||||||
| 2505 FANNIN | HOUSTON | TX | 77002 | NONE | PUBLIC CHARITY | VETERANS PROGRAM MONTHLY JOB CLUB. | $5,000 |
| CITIZEN SCHOOLS | |||||||
| 2503 ROBINHOOD ST SUITE 100 | HOUSTON | TX | 77005 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 |
| URJ DISASTER RELIEF FUND | |||||||
| 33 THIRD AVE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | OKLAHOMA TORNADO RELIEF FUND | $500 |
| CASA DE ESPERANZA | |||||||
| PO BOX 66581 | HOUSTON | TX | 77266 | NONE | PUBLIC CHARITY | ASSISTANCE TO PURCHASE INFANT FORMULA | $5,000 |
| CADE R ALPARD FOUNDATION | |||||||
| 150 GESSNER 9B | HOUSTON | TX | 77024 | NONE | PUBLIC CHARITY | FORESTRY PLAN SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $144,937 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SHLENKER SCHOOL | |||||||
| 5600 NORTH BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PC | REPLACE OUTDOOR EDUCATION FACILITIES | $75,000 |
| EMERYWEINER SCHOOL | |||||||
| 9825 STELLA LINK ROAD | HOUSTON | TX | 77025 | NONE | PC | PROGRAMS SUPPORT | $40,000 |
| SEARCH HOMELESS SERVICES | |||||||
| 2505 FANNIN | HOUSTON | TX | 77002 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| JEWISH FEDERATION OF GREATER HOUSTON | |||||||
| 5603 SOUTH BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PC | KIPP INSPIRED SCHOOL PROGRAMING AND NURSE OUTREACH PROGRAMS | $150,000 |
| JEWISH COMMUNITY CENTER | |||||||
| 5601 SOUTH BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PC | MEALS ON WHEELS PROGRAMS | $24,000 |
| ALLEY THEATER | |||||||
| 615 TEXAS AVENUE | HOUSTON | TX | 77002 | NONE | PC | CAPITAL ENDOWMENT CAMPAIGN | $40,000 |
| HOUSTON HILLEL | |||||||
| 1700 BISSONNET | HOUSTON | TX | 77005 | NONE | PC | SPRING CAMPUS LUNCHES AT RICE UNIVERSITY AND UNIVERSITY OF HOUSTON | $10,000 |
| HOUSTON ACHIEVEMENT PLACE | |||||||
| 245 W 17TH STREET | HOUSTON | TX | 77008 | NONE | PC | PROGRAMS FOR VICTIMS OF ABUSE AND NEGLECT | $13,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $357,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,379 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,008 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $177,629 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $257,010 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,008 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $260,018 | 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 | N/A | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $4,900 | Amt |
| Net Investment Income | $2,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,450 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY MANAGED ACCOUNT | ||
| SEE ATTACHMENT 16 | $710,500 | $703,559 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY MANAGED ACCOUNTS | ||
| SEE ATTACHMENT 17 | $750,481 | $1,050,318 |
| SEE ATTACHMENT 18 | $791,878 | $1,001,558 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $46,579 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $45,411 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $689,651 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $686,083 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS MEALS | $84 | $42 | $42 |
| OTHER MISCELLANEOUS EXPENSE | $231 | $150 | $150 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $25,019 | Amt |
| Net Investment Income | $24,684 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $4,025 | |
| FOREIGN TAXES | $135 | $135 |
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