BEN AND MAYTEE FISCH FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BEN AND MAYTEE FISCH FOUNDATION (EIN 75-2732192)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201933179349101193
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T12:59:28-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750699590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUYRES JOHNSON SQUYRES & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 821 ESE LOOP 323 STE 100 | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752732192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEN AND MAYTEE FISCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENA | BusinessNameControlTxt |
| Phone | 9036176331 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 S BROADWAY | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTEE F FUERST | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deborah R Jordan | PreparerPersonNm |
| PTIN | P00187426 | PTIN |
| Phone | 9035972021 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $60,142,839 | 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 | $225,284 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,041 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,041 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,578,872 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,578,872 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $536,848 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $54,790,913 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $536,848 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $33,669 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $33,669 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,375,714 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,150,430 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $8,427 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,685 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,742 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $372,019 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $371,869 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $150 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,138 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,138 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $43,750 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $5,490 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,098 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,392 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $304,243 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $209,420 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $93,336 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $736,067 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $586,210 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $104,620 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,271,306 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,271,306 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,007,373 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $586,210 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,375,926 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,631,659 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,564,220 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,006,906 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,496,431 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,496,431 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $8,747,542 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,413,631 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,413,631 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $33,266,926 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,243,986 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,243,986 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,048,286 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,694,048 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,694,048 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $20,158,578 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,266,806 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,266,806 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,099 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,099 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $23,418 | OtherAssetsBOYAmt |
| Other Assets EOY | $27,938 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $27,937 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $68,251,656 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,142,840 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,142,839 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $6,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $6,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $68,251,656 | RetainedEarningBOYAmt |
| Retained Earning EOY | $60,136,340 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $68,251,656 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $60,136,340 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $68,251,656 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $60,142,840 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $68,251,656 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,631,659 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $66,620,001 | SubtotalAmt |
| Other Decreases | $6,483,661 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $60,136,340 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| PASS THRU GAINS FROM K-1'S NET | P | 2018-01-01 | 2018-12-31 | $17,459 | $17,459 | $17,459 | |
| CAPITAL GAIN DISTRIBUTION | P | 2018-01-01 | 2018-12-31 | $59,726 | $59,726 | $59,726 | |
| ENERGY TRFR OPER DISTRIB IN XS OF BASIS | P | 2000-01-01 | 2018-12-31 | $24,747 | $24,747 | $24,747 | |
| HOLLY ENERGY DISTRIB IN XS OF BASIS | P | 2000-01-01 | 2018-12-31 | $10,372 | $10,372 | $10,372 | |
| MAGELLAN MIDSTRM DISTRIB IN XS OF BASIS | P | 2000-01-01 | 2018-12-31 | $3,153 | $3,153 | $3,153 | |
| ML S/T PUBLICLY TRADED SECURITIES | P | $30,348,992 | -$1,324,525 | -$1,324,525 | $31,673,517 | ||
| WASH SALE ON ML S/T | P | $17,879 | $17,879 | $17,879 | |||
| ACCRUED MKT DISC ON ML S/T | P | -$1 | -$1 | $1 | |||
| ML L/T PUBLICLY TRADED SECURITIES | P | $9,322,609 | $778,978 | $778,978 | $8,543,631 | ||
| WASH SALE ON ML L/T | P | $7,797 | $7,797 | $7,797 | |||
| ACCRUED MKT DISC ON ML L/T | P | -$703 | -$703 | $703 | |||
| GS S/T PUBLICLY TRADED SECURITIES | P | $3,817,555 | $25,660 | $25,660 | $3,791,895 | ||
| WASH SALE ON GS S/T | P | $1,039 | $1,039 | $1,039 | |||
| GS L/T PUBLICLY TRADED SECURITIES | P | $11,153,671 | $909,353 | $909,353 | $10,244,318 | ||
| WASH SALE ON GS L/T | P | $5,742 | $5,742 | $5,742 | |||
| GS L/T ORD GAIN ON SALES | P | $152 | $152 | $152 | |||
| COAST ACCESS DISTRIB IN XS OF BASIS | P | $20 | $20 | $20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $536,848 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,566,857 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $64,726,178 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05511 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,260,880 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $61,913,548 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05267 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,364,749 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $65,812,983 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05113 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,968,249 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $67,223,890 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04416 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,918,127 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $62,840,876 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04644 | DistributionYr5Rt |
| Total Distribution | 0.249493 | TotalDistributionRt |
| Average Distribution | 0.049899 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $65,496,838 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,268,227 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,642 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,283,869 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,375,926 | 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 | $15,642 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,642 | SubtotalAmt |
| Tax Based On Investment Income | $15,642 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53,131 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $53,131 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $37,489 | OverpaymentAmt |
| Applied To ES Tax | $37,489 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | www.fischfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAWN FRANKS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9036176331 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 S BROADWAY SUITE 200 | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75701 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| STEPHANIE FISCH GROSSMAN | ||||||
| 3300 S BROADWAY SUITE 200 | TYLER | TX | 75701 | Vice President | 1.00 | $0 |
| MANDY FUERST | ||||||
| 3300 S BROADWAY SUITE 200 | TYLER | TX | 75701 | Secretary | 1.00 | $0 |
| DAVID FUERST | ||||||
| 3300 S BROADWAY SUITE 200 | TYLER | TX | 75701 | Director | 1.00 | $0 |
| JAN F FUERST | ||||||
| 3300 S BROADWAY SUITE 200 | TYLER | TX | 75701 | Director | 1.00 | $0 |
| MARTEE F FUERST | ||||||
| 3300 S BROADWAY SUITE 200 | TYLER | TX | 75701 | President | 1.00 | $0 |
| SANDRA FISCH SOMER | ||||||
| 3300 S BROADWAY SUITE 200 | TYLER | TX | 75701 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Your Philanthropy | |||||
| 3300 S BROADWAY SUITE 200 | Tyler | TX | 75701 | Consult/Recordkeep | $95,018 |
| Merrill Lynch Wealth Management | |||||
| 6751 Old Jacksonville Highway | Tyler | TX | 75703 | Brokerage | $184,682 |
| Goldman Sachs & Co | |||||
| 100 Cresent Court Suite 1000 | Dallas | TX | 75201 | Brokerage | $187,337 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $65,085,699 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,408,553 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,494,252 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $66,494,252 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $997,414 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,496,838 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,274,842 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,274,842 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,642 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,642 | TotalTaxAmt |
| Distributable Before Adj | $3,259,200 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,259,200 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,259,200 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,375,926 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,375,926 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,642 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,360,284 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,259,200 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,475,561 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,375,926 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,475,561 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $900,365 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $2,358,835 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BEN AND MAYTEE FISCH FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6905 | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9035091771 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES PRIMARILY WITHIN THE REGION OF EAST TEXAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VARIOUS - SEE SCHEDULE 21 | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS - SEE SCHEDULE 21 | AddressLine1Txt |
| City | VARIOUS SEE SCH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | VARIOUS - SEE SCHEDULE #21 | GrantOrContributionPurposeTxt |
| Amt | $3,271,306 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,271,306 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,041 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,578,872 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $33,669 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $536,848 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,150,430 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,150,430 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | FISCH CHARITABLE LEAD TRUST UW BENJ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 903 HUNTINGTON CV | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $225,284 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,427 | Amt |
| Net Investment Income | $1,685 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,742 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (3 entries)
| ExplanationExplanationTxt |
|---|
| Goldman Sachs & Co |
| Broker Fees |
| Merrill Lynch Wealth Management |
| Broker Fees |
| Your Philanthropy |
| Program, Grant and Secretarial Services |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - SCHEDULE 2 | BondNm |
| EOY Book Value | $1,694,048 | EOYBookValueAmt |
| EOYFMV | $1,694,048 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | ||
| CORPORATE STOCK - SCHEDULE 13 | $2,185,414 | $2,185,414 |
| CORPORATE STOCK - SCHEDULE 14 | $1,713,231 | $1,713,231 |
| CORPORATE STOCK - SCHEDULE 15 | $3,108,852 | $3,108,852 |
| CORPORATE STOCK - SCHEDULE 5 | $2,641,004 | $2,641,004 |
| CORPORATE STOCK - SCHEDULE 3 | $1,524,032 | $1,524,032 |
| CORPORATE STOCK - SCHEDULE 4 | $1,800,362 | $1,800,362 |
| CORPORATE STOCK | ||
| CORPORATE STOCK - SCHEDULE 7 | $946,622 | $946,622 |
| CORPORATE STOCK - SCHEDULE 16 | $2,713,783 | $2,713,783 |
| CORPORATE STOCK - SCHEDULE 8 | $3,151,448 | $3,151,448 |
| CORPORATE STOCK - SCHEDULE 9 | $1,715,064 | $1,715,064 |
| CORPORATE STOCK - SCHEDULE 10 | $2,525,597 | $2,525,597 |
| CORPORATE STOCK - SCHEDULE 11 | $3,058,568 | $3,058,568 |
| CORPORATE STOCK - SCHEDULE 18 | $3,160,009 | $3,160,009 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,413,631 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,413,631 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER PUBLIC EQUITY FUNDS - SCHEDULE 12 | FMV | $3,635,245 | $3,635,245 |
| OTHER INVESTMENTS | FMV | ||
| OTHER FIXED INCOME FUNDS - SCHEDULE 12 | FMV | $1,922,360 | $1,922,360 |
| OTHER MUTUAL FUNDS - SCHEDULE 3 | FMV | $1,382,841 | $1,382,841 |
| OTHER US EQUITY FUNDS - SCHEDULE 19 | FMV | $2,417,653 | $2,417,653 |
| OTHER MUTUAL FUNDS - SCHEDULE 6 | FMV | $735,149 | $735,149 |
| OTHER INVESTMENTS | FMV | ||
| OTHER MUTUAL FUNDS - SCHEDULE 2 | FMV | $1,124,236 | $1,124,236 |
| OTHER NON-US EQUITY FUNDS - SCHEDULE 17 | FMV | $1,901,693 | $1,901,693 |
| OTHER MUTUAL FUNDS | FMV | ||
| OTHER MUTUAL FUNDS | FMV | ||
| OTHER MUTUAL FUNDS | FMV | ||
| OTHER MUTUAL FUNDS | FMV | ||
| OTHER MUTUAL FUNDS | FMV | ||
| OTHER MUTUAL FUNDS | FMV | ||
| OTHER MUTUAL FUNDS - SCHEDULE 7 | FMV | $1,416,319 | $1,416,319 |
| OTHER US MORTGAGE FUNDS - SCHEDULE 20 | FMV | $5,731,310 | $5,731,310 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $2,099 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,099 | AccumulatedDepreciationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME | $23,418 | $27,913 | $27,913 |
| DIVIDENDS RECEIVABLE | $24 | $24 | |
| Rounding | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (27 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CERTIFICATE FEES | $20,359 | $20,359 | |
| CONTRIBUTIONS FROM K-1 | $120 | $120 | |
| DUES/MEMBERSHIPS | $3,050 | $610 | $2,440 |
| FOREIGN TAX PAID ON K-1'S | $3,409 | $3,409 | |
| FORIEGN DIVIDEND TAX | $45,980 | $45,980 | |
| INSURANCE | $765 | $382 | $383 |
| LOSS FROM PRTSHP- DCP MIDSTREAM | $9,254 | $9,254 | |
| LOSS FROM PRTSHP- ENERGY TRANSFER | $2,323 | $2,323 | |
| LOSS FROM PRTSHP- ENERGY TRANSFER | $35,710 | $35,710 | |
| LOSS FROM PRTSHP- EQM MIDSTREAM | $2,806 | $2,806 | |
| LOSS FROM PRTSHP- WESTERN GAS PTRS | $4,437 | $4,437 | |
| LOSS FROM PRTSHP-ANDEAVOR LOGISTICS | $6,334 | $6,334 | |
| LOSS FROM PRTSHP-ANTERO MIDSTRM PTRS | $4,363 | $4,363 | |
| LOSS FROM PRTSHP-ARTISIAN:DYNAMIC EQTY | $5,511 | $5,511 | |
| LOSS FROM PRTSHP-EQT GP HOLDINGS | $2,062 | $2,062 | |
| LOSS FROM PRTSHP-MPLX LP | $14,210 | $14,210 | |
| LOSS FROM PRTSHP-PLAINS ALL AMER PIPELIN | $6,374 | $6,374 | |
| LOSS FROM PRTSHP-SHELL MIDSTREAM PTRS | $3,804 | $3,804 | |
| LOSS FROM PRTSHP-SUNOCO | $3,604 | $3,604 | |
| LOSS FROM PRTSHP-VALERO ENERGY PTRS | $2,428 | $2,428 | |
| MANAGEMENT SERVICES | $95,168 | $4,758 | $90,410 |
| NON-DEDUCTIBLE EXPENSE FROM K-1 | $1,487 | ||
| OFFICE SUPPLIES | $206 | $103 | $103 |
| OTHER LOSS FROM PTRSHP-DCM MIDSTREAM | $1,869 | $1,869 | |
| OTHER RENTAL LOSS-ENERGY TRANSFER | $12 | $12 | |
| PORTFOLIO DEDUCTIONS FROM K-1'S | $28,588 | $28,588 | |
| ROYALTY EXP-ENERGY TRANSFER | $10 | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $33,669 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $33,669 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX EXEMPT INCOME | Desc |
| Amt | $4 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNSETTLED SALE | Desc |
| EOY Book Value | $6,500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $372,019 | Amt |
| Net Investment Income | $371,869 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $150 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $43,750 | Amt |