CHARLES MEYER TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES MEYER TRUST (EIN 74-6035534)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2025-07-22
- IRS object ID
- 202512039349100601
- Schema version
- 2024v5.0
- 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 Corp Bonds Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-22T09:15:20-04:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943426000 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNCH & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3075 | AddressLine1Txt |
| City | TEXAS CITY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 775923075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746035534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES MEYER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 POST OAK - SUITE 400 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FROST BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2025-07-16 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNDEN W LYNCH JR | PreparerPersonNm |
| PTIN | P01083000 | PTIN |
| Phone | 4097634484 | PhoneNum |
| Preparation | 2025-07-18 | 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 | $644,203 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $13,842 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,842 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,023 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $170,123 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,023 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $55,865 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,865 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,439 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,772 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,333 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $700 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,001 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $419 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,990 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,191 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,033 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,845 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,845 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,835 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,191 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,878 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,030 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,674 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $6,256 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$5,542 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$5,542 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $24,700 | AcctRcvblAmt |
| Acct Rcvbl EOY | $24,700 | AcctRcvblEOYAmt |
| Corporate Bonds BOY | $491,447 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $493,577 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $649,745 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $497,705 | TotalAssetsBOYAmt |
| Total Assets EOY | $512,735 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $644,203 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $73,290 | CapitalStockBOYAmt |
| Capital Stock EOY | $73,290 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $34,317 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $34,317 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $390,098 | RetainedEarningBOYAmt |
| Retained Earning EOY | $405,128 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $497,705 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $512,735 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $497,705 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $512,735 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $497,705 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,030 | ExcessRevenueOverExpensesAmt |
| Subtotal | $512,735 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $512,735 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ARTISAN HIGH INCOME | P | 2024-03-18 | 2024-06-10 | $183 | $185 | -$2 | -$2 |
| DODGE & COX | P | 2023-09-25 | 2025-05-30 | $3,585 | $2,871 | $714 | $714 |
| GOLDMAN SACHS EMERGING MKTS | P | 2024-03-18 | 2025-05-30 | $1,161 | $1,073 | $88 | $88 |
| T ROWE PRICE MIDCAP | P | 2024-03-18 | 2024-06-10 | $1,446 | $1,476 | -$30 | -$30 |
| ARTISAN HIGH INCOME | P | 2021-03-04 | 2024-05-30 | $663 | $736 | -$73 | -$73 |
| FROST GROWTH | P | 2024-06-10 | 2025-03-03 | $4,133 | $4,643 | -$510 | -$510 |
| ISHARES MSCI EMERGING MKTS | P | 2024-03-18 | 2024-06-10 | $463 | $455 | $8 | $8 |
| T ROWE PRICE MIDCAP | P | 2017-04-26 | 2024-06-10 | $4,258 | $3,418 | $840 | $840 |
| BAIRD AGGREGATE | P | 2023-04-13 | 2024-06-10 | $7,370 | $7,554 | -$184 | -$184 |
| FROST GROWTH | P | 2020-01-29 | 2025-05-30 | $2,507 | $2,256 | $251 | $251 |
| ISHARES MSCI EMERGING MKTS | P | 2024-03-18 | 2025-05-30 | $1,423 | $1,364 | $59 | $59 |
| T ROWE PRICE MIDCAP | P | 2019-07-24 | 2024-06-10 | $2,187 | $2,062 | $125 | $125 |
| BAIRD AGGREGATE | P | 2024-08-21 | 2025-03-03 | $2,927 | $2,972 | -$45 | -$45 |
| FROST LOW DURATION | P | 2017-04-26 | 2024-08-21 | $5,100 | $5,251 | -$151 | -$151 |
| JHANCOCK DISCIPLINED | P | 2024-03-18 | 2024-06-10 | $439 | $443 | -$4 | -$4 |
| T ROWE PRICE MIDCAP | P | 2023-09-25 | 2025-03-03 | $4,569 | $4,515 | $54 | $54 |
| BAIRD AGGREGATE | P | 2024-08-21 | 2025-05-30 | $727 | $750 | -$23 | -$23 |
| FROST LOW DURATION | P | 2024-03-18 | 2024-08-21 | $11,113 | $10,889 | $224 | $224 |
| JHANCOCK DISCIPLINED | P | 2019-07-24 | 2024-06-10 | $5,038 | $3,788 | $1,250 | $1,250 |
| T ROWE PRICE MIDCAP | P | 2017-04-26 | 2025-03-03 | $2,019 | $1,733 | $286 | $286 |
| ISHARES S&P 500 | P | 2023-04-13 | 2025-05-30 | $1,029 | $722 | $307 | $307 |
| FROST LOW DURATION | P | 2023-09-25 | 2024-08-21 | $513 | $496 | $17 | $17 |
| JHANCOCK DISCIPLINED | P | 2019-07-24 | 2025-05-30 | $1,646 | $1,292 | $354 | $354 |
| T ROWE PRICE MIDCAP | P | 2017-04-26 | 2025-05-30 | $346 | $296 | $50 | $50 |
| ISHARES S&P 500 | P | 2020-04-22 | 2025-05-30 | $3,727 | $1,784 | $1,943 | $1,943 |
| FROST LOW DURATION | P | 2020-04-22 | 2024-08-21 | $5,662 | $5,832 | -$170 | -$170 |
| MFS VALUE FUND | P | 2022-02-01 | 2024-06-10 | $3,115 | $3,257 | -$142 | -$142 |
| VANGUARD GROWTH | P | 2024-06-10 | 2025-03-03 | $1,611 | $1,449 | $162 | $162 |
| FULLER & THALER | P | 2024-06-10 | 2025-05-30 | $698 | $709 | -$11 | -$11 |
| FROST LOW DURATION | P | 2017-01-25 | 2024-08-21 | $4,841 | $4,970 | -$129 | -$129 |
| MFS VALUE FUND | P | 2022-02-01 | 2025-03-03 | $928 | $958 | -$30 | -$30 |
| VANGUARD GROWTH | P | 2024-03-18 | 2025-05-30 | $1,239 | $1,034 | $205 | $205 |
| COHEN & STEERS | P | 2024-03-18 | 2024-06-10 | $893 | $889 | $4 | $4 |
| FROST LOW DURATION | P | 2024-06-10 | 2024-08-21 | $1,438 | $1,409 | $29 | $29 |
| MFS VALUE FUND | P | 2017-08-01 | 2025-03-03 | $6,077 | $4,678 | $1,399 | $1,399 |
| COHEN & STEERS | P | 2021-03-04 | 2024-06-10 | $2,549 | $2,456 | $93 | $93 |
| FROST TOTAL RETURN | P | 2024-08-21 | 2025-05-30 | $587 | $609 | -$22 | -$22 |
| MFS VALUE FUND | P | 2023-09-25 | 2025-03-03 | $1,995 | $1,837 | $158 | $158 |
| COHEN & STEERS | P | 2017-04-26 | 2024-06-10 | $7,549 | $7,330 | $219 | $219 |
| GOLDMAN SACHS GQG | P | 2021-03-04 | 2024-06-10 | $2,503 | $1,903 | $600 | $600 |
| MFS VALUE FUND | P | 2023-04-13 | 2025-03-03 | $325 | $300 | $25 | $25 |
| COHEN & STEERS | P | 2023-09-25 | 2024-06-10 | $1,312 | $1,185 | $127 | $127 |
| GOLDMAN SACHS GQG | P | 2023-09-25 | 2025-05-30 | $2,731 | $2,218 | $513 | $513 |
| MFS VALUE FUND | P | 2024-03-18 | 2025-05-30 | $743 | $739 | $4 | $4 |
| COHEN & STEERS | P | 2023-04-13 | 2024-06-10 | $2,526 | $2,390 | $136 | $136 |
| GOLDMAN SACHS GQG | P | 2024-03-18 | 2025-05-30 | $896 | $890 | $6 | $6 |
| T ROWE PRICE MIDCAP | P | 2020-01-28 | 2024-06-10 | $2,848 | $2,659 | $189 | $189 |
| COHEN & STEERS | P | 2019-01-23 | 2024-06-10 | $10,673 | $9,786 | $887 | $887 |
| GOLMAN SACHS EMERGING MKTS | P | 2022-08-22 | 2024-06-10 | $933 | $848 | $85 | $85 |
| T ROWE PRICE MIDCAP | P | 2022-02-01 | 2024-06-10 | $2,137 | $2,184 | -$47 | -$47 |
| DODGE & COX | P | 2022-08-22 | 2024-06-10 | $1,944 | $1,577 | $367 | $367 |
| GOLDMAN SACHS EMERGING MKTS | P | 2022-08-22 | 2025-05-30 | $837 | $727 | $110 | $110 |
| T ROWE PRICE MIDCAP | P | 2023-04-13 | 2024-06-10 | $275 | $253 | $22 | $22 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,023 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$76 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $746 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $746 | SubtotalAmt |
| Tax Based On Investment Income | $746 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $520 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $520 | TotalPaymentsAndCreditsAmt |
| Tax Due | $226 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDSAY GLOVER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4097631151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 MARKET STREET | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| 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 |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Business Name Line2BusinessName/BusinessNameLine2Txt | 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 |
|---|---|---|---|---|---|---|---|---|---|
| FROST BANK | |||||||||
| FROST BANK | P O BOX 179 | GALVESTON | TX | 77553 | TRUSTEE | 000.00 | $8,439 | $0 | $0 |
| MELISSA HERNANDEZ | |||||||||
| P O BOX 179 | GALVESTON | TX | 77553 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| RABBI - TEMPLE B'NAI ISRAEL | |||||||||
| 3008 AVENUE O | GALVESTON | TX | 77550 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| RICHARD MANN | |||||||||
| P O BOX 179 | GALVESTON | TX | 77553 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT ASSISTANCE TO JEWISH RESIDENTS OF GALVESTON, TEXAS WHO DEMONSTRATE FINANCIAL NEED. TOTAL DISBURSEMENTS FOR FISCAL YEAR WERE 29,845. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $625,243 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,982 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $650,225 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $650,225 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,753 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $640,472 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,024 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,024 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $746 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $746 | TotalTaxAmt |
| Distributable Before Adj | $31,278 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $31,278 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $31,278 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,878 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $33,878 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,278 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,845 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Total For Prior Years | $3,676 | TotalForPriorYearsAmt |
| Qualifying Distributions | $33,878 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,845 | AppliedToYear1Amt |
| Applied To Current Year | $8,033 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $3,676 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $3,676 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $23,245 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RABBI - TEMPLE B'NAI ISRAEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3008 AVE O | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4097655796 | RecipientPhoneNum |
| Form And Info And Materials | PERSONAL CORRESPONDENCE WITH RABBI TO DETERMINE ADHERENCE TO JEWISH FAITH, RESIDENCE OF APPLICANT, AND FINANCIAL NEED OF APPLICANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE RESTRICTED TO JEWISH RESIDENTS OF GALVESTON, TEXAS WITH FINANCIAL NEED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| C SMITH | ||||||||
| 5015 N 1/2 | GALVESTON | TX | 77551 | NONE | QUALIFIED | CHARITABLE ASSISTANCE | $10,000 | |
| J HART | ||||||||
| 3207 DOMINIQUE | GALVESTON | TX | 77551 | NONE | QUALIFIED | CHARITABLE ASSISTANCE | $5,000 | |
| C SHABOT | ||||||||
| 2421 GEROL | GALVESTON | TX | 77551 | NONE | QUALIFIED | CHARITABLE ASSISTANCE | $5,000 | |
| Z NIESENBAUM-LAMADORE | ||||||||
| 200 SEAWOLF PARKWAY | GALVESTON | TX | 77554 | NONE | QUALIFIED | CHARITABLE ASSISTANCE | $5,000 | |
| M MARDIAN | ||||||||
| 11949 TERMINI | GALVESTON | TX | 77554 | NONE | QUALIFIED | CHARITABLE ASSISTANCE | $4,000 | SAN LOUIS PASS ROAD |
| S SALZMAN | ||||||||
| 3205 AVE N | GALVESTON | TX | 77551 | NONE | QUALIFIED | CHARITABLE ASSISTANCE | $845 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,845 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,842 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,023 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $55,865 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,865 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| TAX PREPARATION | $1,400 | $700 |
| TAX ACCOUNTING | $150 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $121,586 | $118,093 |
| FIXED INCOME | $371,991 | $531,652 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PY EXCISE TAX | $62 | |
| FOREIGN TAX | $419 | $419 |
| CY EXCISE TAX DEPOSITS | $520 |