PLANTOWSKY FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PLANTOWSKY FAMILY FOUNDATION (EIN 76-0625289)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-19
- IRS object ID
- 201421399349100152
- 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 Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-19T09:08:11-05:00 | 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 | 760625289 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTOWSKY FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SCOTT R PLANTOWSKY | InCareOfNm |
| Business Name Control | PLAN | BusinessNameControlTxt |
| Phone | 7136649996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5105 VALERIE STREET | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | BELLAIRE | City |
| State | TX | State |
| ZIP Code | 77401 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT R PLANTOWSKY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7136649996 | PhoneNum |
| Signature | 2014-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $754,803 | 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 | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,877 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,877 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,192 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,192 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,102 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,102 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $33,192 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,192 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,450 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,132 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $141 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $141 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,173 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,591 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,627 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,627 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,800 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,591 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,077 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,608 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,601 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,886 | CashBOYAmt |
| Cash EOY | $21,225 | CashEOYAmt |
| Cash EOYFMV | $21,225 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,938 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,311 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,311 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,086 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,617 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,086 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,086 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $516,190 | CorporateStockBOYAmt |
| Corporate Stock EOY | $487,401 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $729,181 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $549,631 | TotalAssetsBOYAmt |
| Total Assets EOY | $513,023 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $754,803 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $549,631 | RetainedEarningBOYAmt |
| Retained Earning EOY | $513,023 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $549,631 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $513,023 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $549,631 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $513,023 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $549,631 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,608 | ExcessRevenueOverExpensesAmt |
| Subtotal | $513,023 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $513,023 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DOUBLE LINE TOTAL RETURN FUND | P | 2013-01-01 | 2013-12-13 | $43,122 | $44,554 | -$1,424 | -$1,432 |
| DOUBLE LINE TOTAL RETURN FUND | P | 2012-01-01 | 2013-11-19 | $8,946 | $9,262 | -$316 | -$316 |
| CAPITAL GAIN DIVIDENDS | P | $7,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,192 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $41,072 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $751,467 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054656 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $692,617 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0244 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $59,917 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $636,942 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.09407 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,723 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $509,468 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.028899 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,663 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $617,233 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046438 | DistributionYr5Rt |
| Total Distribution | 0.248463 | TotalDistributionRt |
| Average Distribution | 0.049693 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $824,336 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $40,964 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $316 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,280 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $67,077 | 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 | $316 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $316 | SubtotalAmt |
| Tax Based On Investment Income | $316 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $878 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $878 | TotalPaymentsAndCreditsAmt |
| Overpayment | $562 | OverpaymentAmt |
| Applied To ES Tax | $562 | AppliedToESTaxAmt |
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 | SCOTT R PLANTOWSKY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7136649996 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5105 VALERIE STREET | AddressLine1 |
| City | BELLAIRE | City |
| State | TX | State |
| ZIP Code | 77401 | 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 |
|---|---|---|---|---|---|---|
| SCOTT R PLANTOWSKY | ||||||
| 5105 VALERIE STREET | BELLAIRE | TX | 77401 | PRESIDENT | 1.0 | $0 |
| JOY K PLANTOWSKY | ||||||
| 5105 VALERIE STREET | BELLAIRE | TX | 77401 | SECRETARY | 0 | $0 |
| SAM L SUSSER | ||||||
| PO BOX 9036 | CORPUS CHRISTI | TX | 78769 | DIRECTOR | 0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $809,729 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,160 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $836,889 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $836,889 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,553 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $824,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $316 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $316 | TotalTaxAmt |
| Distributable Before Adj | $40,901 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,901 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,901 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,077 | 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 | $67,077 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $316 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $66,761 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,901 | 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 Yr3 | $13,885 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $5,255 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,140 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,077 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $40,901 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,176 | RemainingDistriFromCorpusAmt |
| Total Corpus | $45,316 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $45,316 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $13,885 | ExcessFromYear3Amt |
| Excess From Year1 | $5,255 | ExcessFromYear1Amt |
| Excess From Current Year | $26,176 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTT R JOY K PLANTOWSKY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONGREGATION BETH YESHURUN | |||||||
| 4525 BEECHNUT | HOUSTON | TX | 77096 | N/A | PC | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $600 |
| SEVEN ACRES JEWISH SENIOR CARE SERVICES | |||||||
| 6200 NORTH BRAESWOOD BOULEVARD | HOUSTON | TX | 77074 | N/A | PC | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $2,375 |
| THE EMERY WEINER SCHOOL | |||||||
| 9825 STELLA LINK | HOUSTON | TX | 77025 | N/A | PC | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $31,500 |
| THE SHLENKER SCHOOL | |||||||
| 5600 NORTH BRAESWOOD BLVD | HOUSTON | TX | 77096 | N/A | PC | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $180 |
| FOUNDATION FOR PRADER-WILLI RESEARCH | |||||||
| 5455 WILSHIRE BLVD SUITE 2020 | LOS ANGELES | CA | 90036 | N/A | PC | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $180 |
| HOLOCAUST MUSEUM | |||||||
| 5401 CAROLINE STREET | HOUSTON | TX | 77004 | N/A | PC | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $5,000 |
| THE BETH YESHURUN DAY SCHOOL | |||||||
| 4525 BEECHNUT | HOUSTON | TX | 77096 | N/A | PC | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $500 |
| CHRIS KLUG FOUNDATION | |||||||
| PO BOX 64 | ASPEN | CO | 81612 | N/A | PC | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $180 |
| TEXAS HEARING AND SERVICE DOGS INC | |||||||
| 4925 BELL SPRINGS RD | DRIPPING SPINGS | TX | 78620 | N/A | PC | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $1,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 8111 N STADIUM DRIVE | HOUSTON | TX | 77054 | N/A | PC | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $820 |
| BELLAIRE LITTLE LEAGUE | |||||||
| PO BOX 2016 | BELLAIRE | TX | 77402 | N/A | PC | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $1,000 |
| TRIUMPH OVER KID CANCER FOUNDATION | |||||||
| 723 COLEMAN AVENUE | CORPUS CHRISTI | TX | 78401 | N/A | PC | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $1,080 |
| JEWISH FEDERATION OF GREATER HOUSTON | |||||||
| 5603 SOUTH BRAESWOOD BLVD | HOUSTON | TX | 77096 | N/A | PC | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $15,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 6301 RICHMOND AVENUE | HOUSTON | TX | 77057 | N/A | PC | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $50 |
| FRIENDS OF THE IDF | |||||||
| PO BOX 22245 | HOUSTON | TX | 77227 | N/A | PC | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $5,550 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 5433 WESTHEIMER SUITE 300 | HOUSTON | TX | 77056 | N/A | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $72 | |
| ASPEN JEWISH CONGREGATION | |||||||
| 77 MEADOWOOD DRIVE | ASPEN | CO | 81611 | N/A | PC | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $360 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 6977 MAIN ST | HOUSTON | TX | 77030 | N/A | PC | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,627 | TotalGrantOrContriPdDurYrAmt |
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 | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,877 | ExclusionAmt |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $5,102 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,192 | 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 | $33,192 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,192 | TotalIncomeProducingActyAmt |
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 | MARGOLIS, PHIPPS & WRIGHT, P.C | CategoryTxt |
| Amt | $2,900 | Amt |
| Net Investment Income | $1,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,450 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NATIONAL RETAIL PROPERTIES INC | $88,879 | $166,815 |
| REALTY INCOME CORP | $52,806 | $111,990 |
| KAYNE ANDERSON ENERGY TOTAL | $84,810 | $118,836 |
| VERIZON COMMUNICATIONS | $82,306 | $147,420 |
| WEINGARTEN REALTY INVESTORS | $100,999 | $123,390 |
| PACIFIC COAST OIL | $55,335 | $38,040 |
| DOUBLE LINE | $0 | $0 |
| EATON VANCE LTD. | $22,266 | $22,690 |
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 |
|---|---|---|
| PACIFIC COAST TRUST - ADMIN | $119 | $119 |
| BANK FEES | $22 | $22 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PACIFIC COAST OIL TRUST - ROYALTIES | $4,766 | $4,766 |
| PACIFIC COAST OIL TRUST - OTHER INCOME | $336 | $336 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $1,132 | Amt |
Comments