WEINGARTEN-SCHNITZER FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WEINGARTEN-SCHNITZER FOUNDATION INC (EIN 71-1005184)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-01
- IRS object ID
- 201301239349100610
- Schema version
- 2012v2.2
- 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
- Schedule B
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-01T04:50:56-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Lane Suite 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 711005184 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Weingarten Schnitzer Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEIN | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joan W Schnitzer | Name |
| Title | President | Title |
| Date Signed | 2013-05-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2013-05-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1956883 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 26100 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 2 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 82216 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 82216 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 108318 | TotalRevenueAndExpenses |
| Total Net Investment Income | 82218 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 245 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 245 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 2422 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 12223 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 120 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 12103 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 14890 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 365 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 12103 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 67236 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 67236 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 82126 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 365 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 79339 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 26192 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 81853 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 33367 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 59559 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 59559 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3339984 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3339984 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1897324 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 3373351 | TotalAssetsBOY |
| Total Assets EOY | 3399543 | TotalAssetsEOY |
| Total Assets EOYFMV | 1956883 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 3373351 | RetainedEarningsBOY |
| Retained Earnings EOY | 3399543 | RetainedEarningsEOY |
| Total Net Assets BOY | 3373351 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3399543 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3373351 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3399543 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3373351 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 26192 | ExcessOfRevenueOverExpenses |
| Subtotal | 3399543 | Subtotal |
| Total Net Assets Fund Balances EOY | 3399543 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 143200 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1718526 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.083327 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 296464 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1531414 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.193588 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 282878 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1222468 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.231399 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 293249 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2269492 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.129213 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 285112 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3198269 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.089146 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.726673 | TotalDistributionRatio |
| Average Distribution Ratio | 000.145335 | AverageDistributionRatio |
| Net Noncharitable Assets | 1884845 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 273934 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 819 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 274753 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 79339 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1637 | InvestmentIncomeExciseTax |
| Subtotal | 1637 | Subtotal |
| Tax Based On Investment Income | 1637 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1600 | TotalCreditsAndPayments |
| Tax Paid Original Return | 1600 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 37 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Irvin Levy | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Dir | 001.00 | 0 |
| Douglas W Schnitzer | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP / Dir / Sec / Treas | 001.00 | 0 |
| Joan Schnitzer | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Pres / Dir | 001.00 | 0 |
| Kenneth Schnitzer Jr | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP / Dir | 001.00 | 0 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1877892 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 35656 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1913548 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1913548 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 28703 | CashDeemedCharitable |
| Net Noncharitable Assets | 1884845 | NetNoncharitableAssets |
| Minimum Investment Return | 94242 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 94242 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1637 | TaxBasedOnInvestmentIncome |
| Total Tax | 1637 | TotalTax |
| Distributable Amount Before Adj | 92605 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 92605 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 92605 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 79339 | ExpensesAndContributions |
| Qualifying Distributions | 79339 | QualifyingDistributions |
| Adj Qualifying Distributions | 79339 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 92605 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 101886 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 182832 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 223553 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 221359 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 58830 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 788460 | TotalExcessDistriCarryover |
| Qualifying Distributions | 79339 | QualifyingDistributions |
| Applied To Current Year | 79339 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 13266 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 13266 | ExcessDistriCyovAppliedCY |
| Total Corpus | 775194 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 88620 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 686574 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 182832 | ExcessFromYear4 |
| Excess From Year3 | 223553 | ExcessFromYear3 |
| Excess From Year2 | 221359 | ExcessFromYear2 |
| Excess From Year1 | 58830 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Irvin Levy | ContributingManager |
| Contributing Manager | Joan Schnitzer | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (58 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 100 CLUB INC | |||||||
| 5555 SAN FELIPE ST STE 520 | HOUSTON | TX | 77056 | N/A | 509a1 | General Unrestricted | $100 |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | 509a1 | General Unrestricted | $100 |
| ASSOCIATION FOR COMMUNITY BROADCASTING | |||||||
| 4343 ELGIN ST | HOUSTON | TX | 77204 | N/A | 509a1 | General Unrestricted | $100 |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| ONE BAYLOR PLZ MS BCM 160 | HOUSTON | TX | 77030 | N/A | 509a1 | General Unrestricted | $100 |
| BE AN ANGEL FUND INC | |||||||
| 2003 ALDINE BENDER RD | HOUSTON | TX | 77032 | N/A | 509a1 | General Unrestricted | $100 |
| BRENDA & JOHN H DUNCAN RISE SCHOOL | |||||||
| 5618 H MARK CROSSWELL JR ST | HOUSTON | TX | 77021 | N/A | 509a1 | General Unrestricted | $1,000 |
| CANCER FIGHTERS OF HOUSTON INC | |||||||
| PO BOX 272641 | HOUSTON | TX | 77277 | N/A | 509a1 | General Unrestricted | $250 |
| COMMUNITIES IN SCHOOLS OF HOUSTON INC | |||||||
| 1235 N LOOP W STE 300 | HOUSTON | TX | 77008 | N/A | 509a1 | General Unrestricted | $250 |
| CONGREGATION BETH ISRAEL | |||||||
| 5600 N BRAESWOOD BLVD | HOUSTON | TX | 77096 | N/A | 509a1 | General Unrestricted | $36 |
| CONTEMPORARY ARTS MUSEUM HOUSTON | |||||||
| 5216 MONTROSE BLVD | HOUSTON | TX | 77006 | N/A | 509a2 | General Unrestricted | $250 |
| CPRIT FOUNDATION | |||||||
| PO BOX 12631 | AUSTIN | TX | 78711 | N/A | 509a3 | General Unrestricted | $500 |
| CROHN'S & COLITIS FDN OF AMERICA INC | |||||||
| 5120 WOODWAY 8008 | HOUSTON | TX | 77056 | N/A | 509a1 | General Unrestricted | $1,000 |
| DAVID LYNCH FDN FOR CONSCIOUSNESS-BASED EDUCATION | |||||||
| 1000 N 4TH ST | FAIRFIELD | IA | 52557 | N/A | 509a3 | General Unrestricted | $500 |
| EASTER SEALS OF GREATER HOUSTON INC | |||||||
| 4500 BISSONNET STE 340 | HOUSTON | TX | 77401 | N/A | 509a1 | General Unrestricted | $250 |
| ESCAPE FAMILY RESOURCE CENTER | |||||||
| 3210 EASTSIDE | HOUSTON | TX | 77098 | N/A | 509a1 | General Unrestricted | $5,925 |
| FURNITURE BANK | |||||||
| 2100 HUSSION ST | HOUSTON | TX | 77003 | N/A | 509a1 | General Unrestricted | $500 |
| GABRIELLES ANGEL FOUNDATION FOR CANCER RESEARCH INC | |||||||
| 14 PENN PLZ STE 1704 | NEW YORK | NY | 10122 | N/A | 509a1 | General Unrestricted | $250 |
| GOODFELLOWS CLUB OF HOUSTON | |||||||
| 801 TEXAS ST | HOUSTON | TX | 77002 | N/A | 509a1 | General Unrestricted | $500 |
| GREATER HOUSTON PRESERVATION ALLIANCE INC | |||||||
| 3272 WESTHEIMER RD STE 2 | HOUSTON | TX | 77098 | N/A | 509a1 | General Unrestricted | $100 |
| HARRIS COUNTY HOSPITAL DISTRICT FOUNDATION | |||||||
| 2525 HOLLY HALL ST | HOUSTON | TX | 77054 | N/A | 509a1 | General Unrestricted | $500 |
| HARVARD CLUB OF HOUSTON | |||||||
| 9307 WOODMEADOW LN | HOUSTON | TX | 77027 | N/A | 509a2 | General Unrestricted | $500 |
| HERMANN PARK CONSERVANCY | |||||||
| 6201 A HERMANN PARK DR | HOUSTON | TX | 77030 | N/A | 509a1 | General Unrestricted | $250 |
| HOLOCAUST MUSEUM HOUSTON | |||||||
| 5401 CAROLINE ST | HOUSTON | TX | 77004 | N/A | 509a1 | General Unrestricted | $3,500 |
| HOUSTON AREA WOMENS CENTER INC | |||||||
| 1010 WAUGH DR | HOUSTON | TX | 77019 | N/A | 509a1 | General Unrestricted | $250 |
| HOUSTON BALLET FOUNDATION | |||||||
| 601 PRESTON ST | HOUSTON | TX | 77002 | N/A | 509a1 | General Unrestricted | $500 |
| HOUSTON COMMUNITY COLLEGE FOUNDATION | |||||||
| 3100 MAIN 12TH FL | HOUSTON | TX | 77002 | N/A | 509a1 | General Unrestricted | $1,000 |
| HOUSTON HOSPICE | |||||||
| 1905 HOLCOMBE BLVD | HOUSTON | TX | 77030 | N/A | 509a1 | General Unrestricted | $250 |
| HOUSTON LIVESTOCK SHOW & RODEO INC | |||||||
| 8334 FANNIN ST | HOUSTON | TX | 77054 | N/A | 509a2 | General Unrestricted | $250 |
| HOUSTON MUSEUM OF NATURAL SCIENCE | |||||||
| 5555 HERMANN PARK DR | HOUSTON | TX | 77030 | N/A | 509a2 | General Unrestricted | $1,350 |
| HOUSTON PARKS BOARD | |||||||
| 300 N POST OAK LN | HOUSTON | TX | 77024 | N/A | 509a1 | General Unrestricted | $100 |
| HOUSTON ZOO INC | |||||||
| 1513 CAMBRIDGE ST | HOUSTON | TX | 77030 | N/A | 509a2 | General Unrestricted | $250 |
| I AM WATERS FOUNDATION INC | |||||||
| 1200 POST OAK BLVD | HOUSTON | TX | 77056 | N/A | 509a1 | General Unrestricted | $1,000 |
| JUSTICE FOR CHILDREN | |||||||
| 6750 W LOOP S STE 120 | BELLAIRE | TX | 77401 | N/A | 509a1 | General Unrestricted | $500 |
| KINKAID SCHOOL INC | |||||||
| 201 KINKAID SCHOOL DR | HOUSTON | TX | 77024 | N/A | 509a1 | General Unrestricted | $200 |
| KIPP ACADEMY CHARTER SCHOOL | |||||||
| 470 7TH AVE 10TH FL | NEW YORK | NY | 10018 | N/A | 509a1 | General Unrestricted | $1,000 |
| LEGACY COMMUNITY HEALTH SERVICES INC | |||||||
| PO BOX 66308 | HOUSTON | TX | 77266 | N/A | 509a2 | General Unrestricted | $500 |
| LENOX HILL NEIGHBORHOOD HOUSE INC | |||||||
| 331 E 70TH ST | NEW YORK | NY | 10021 | N/A | 509a2 | General Unrestricted | $100 |
| MARCH OF DIMES FOUNDATION | |||||||
| 3000 WESLAYAN STE 100 | HOUSTON | TX | 77027 | N/A | 509a1 | General Unrestricted | $25 |
| MUSEUM OF FINE ARTS HOUSTON | |||||||
| 1001 BISSONNET ST | HOUSTON | TX | 77005 | N/A | 509a1 | General Unrestricted | $1,100 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 3RD AVE FL 3 | NEW YORK | NY | 10017 | N/A | 509a1 | General Unrestricted | $600 |
| PINK RIBBONS PROJECT | |||||||
| 2449 S BLVD | HOUSTON | TX | 77098 | N/A | 509a1 | General Unrestricted | $200 |
| READING CONNECTION INCORPORATED | |||||||
| 4001 9TH ST N STE 226 | ARLINGTON | VA | 22203 | N/A | 509a1 | General Unrestricted | $150 |
| RICE UNIVERSITY - JAMES A BAKER III INSTITUTE FOR PUBLIC POLICY | |||||||
| PO BOX 1892 MS-40 | HOUSTON | TX | 77251 | N/A | 509a1 | General Unrestricted | $1,250 |
| SIGHT INTO SOUND | |||||||
| 3935 ESSEX LN | HOUSTON | TX | 77027 | N/A | 509a2 | General Unrestricted | $1,000 |
| ST LUKES EPISCOPAL HOSPITAL | |||||||
| PO BOX 20269 MC 3-206 | HOUSTON | TX | 77225 | N/A | 509a1 | General Unrestricted | $250 |
| TEXAS CHILDRENS HOSPITAL | |||||||
| 1919 S BRAESWOOD BLVD FL 4 | HOUSTON | TX | 77030 | N/A | 509a1 | General Unrestricted | $1,000 |
| TEXAS CULTURAL TRUST COUNCILS | |||||||
| 823 CONGRESS AVE | AUSTIN | TX | 78701 | N/A | 509a1 | General Unrestricted | $1,000 |
| TEXAS HEART INSTITUTE | |||||||
| PO BOX 20345 | HOUSTON | TX | 77225 | N/A | 509a1 | General Unrestricted | $30,400 |
| THE BRILLIANT LECTURE SERIES INC | |||||||
| 1800 AUGUSTA DR STE 135 | HOUSTON | TX | 77057 | N/A | 509a1 | General Unrestricted | $2,500 |
| THE MENIL FOUNDATION INC | |||||||
| 1515 BRANARD ST | HOUSTON | TX | 77006 | N/A | 509a1 | General Unrestricted | $1,000 |
| THE SALVATION ARMY | |||||||
| 1500 AUSTIN ST | HOUSTON | TX | 77002 | N/A | 509a1 | General Unrestricted | $500 |
| THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON - UTHEALTH SCHOOL | |||||||
| 6901 BERTNER AVE SON-869 | HOUSTON | TX | 77030 | N/A | 509a1 | General Unrestricted | $250 |
| THE WOMENS FUND FOR HEALTH EDUCATION AND RESEARCH | |||||||
| 5353 W ALABAMA ST STE 615 | HOUSTON | TX | 77056 | N/A | 509a1 | General Unrestricted | $150 |
| THE WOMENS HOME | |||||||
| 607 WESTHEIMER RD | HOUSTON | TX | 77006 | N/A | 509a2 | General Unrestricted | $150 |
| TREES FOR HOUSTON | |||||||
| PO BOX 270477 | HOUSTON | TX | 77277 | N/A | 509a2 | General Unrestricted | $250 |
| UNITED SERVICE ORGANIZATIONS INC | |||||||
| 2111 WILSON BLVD STE 1200 | ARLINGTON | VA | 22201 | N/A | 509a1 | General Unrestricted | $100 |
| UNIVERSITY OF HOUSTON | |||||||
| PO BOX 867 | HOUSTON | TX | 77001 | N/A | 509a1 | General Unrestricted | $250 |
| UNIVERSITY OF TEXAS AT AUSTIN - MD ANDERSON CANCER CENTER | |||||||
| PO BOX 4486 | HOUSTON | TX | 77210 | N/A | 509a1 | General Unrestricted | $1,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 67236 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $82,216 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $82,218 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 82218 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Schnitzer Joan | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3650 Knollwood Street | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 26100 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | 70875 shares of WEINGARTEN REALTY INVESTORS SBI | NameOfStock |
| EOY Book Value | 3339984 | EOYBookValue |
| EOYFMV | 1897324 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| Administrative Fees | 12078 | 12078 | |
| Bank Charges | 120 | 120 | |
| State or Local Filing Fees | 25 | 25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | Category |
| Amount | $245 | Amount |
| Net Investment Income | 245 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| Estimated Tax for 2012 | $1,600 |
| Excise Tax for 2011 | $822 |
Comments