BEN AND MAYTEE FISCH FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BEN AND MAYTEE FISCH FOUNDATION (EIN 75-2732192)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201813179349101056
- Schema version
- 2017v2.2
- 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
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T08:55:30-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 821 ESE LOOP 323 SUITE 590 | 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 | 2018-11-13 | 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 | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $68,251,656 | 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 | $204,585 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $577 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $577 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,485,742 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,485,742 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,101,450 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,805,308 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,101,450 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $35,957 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $35,957 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,828,311 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,623,726 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $9,990 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,998 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,992 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $350,442 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $350,442 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1,098 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,098 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $62,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $9,637 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,927 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,710 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $282,082 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $194,757 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $85,465 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $715,249 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $550,222 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $101,167 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,516,425 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,516,425 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,231,674 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $550,222 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,617,592 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,596,637 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,073,504 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,879,483 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,006,906 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,006,906 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $7,265,224 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,747,542 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,747,542 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $31,887,020 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,266,926 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,266,926 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,736,058 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,048,286 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,048,286 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $21,247,318 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,158,578 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,158,578 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,099 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,099 | LandBldgEquipAccumDeprecAmt |
| Other Assets EOY | $23,418 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $23,418 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $64,015,103 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,251,656 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $68,251,656 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $64,015,103 | RetainedEarningBOYAmt |
| Retained Earning EOY | $68,251,656 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $64,015,103 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $68,251,656 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,015,103 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $68,251,656 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $64,015,103 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,596,637 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,639,916 | OtherIncreasesAmt |
| Subtotal | $68,251,656 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $68,251,656 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 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 | 2017-01-01 | 2017-12-31 | $455,584 | $455,584 | $455,584 | |
| CAPITAL GAIN DISTRIBUTION | P | 2017-01-01 | 2017-12-31 | $85,660 | $85,660 | $85,660 | |
| ENERGY TRFR PTRS DISTRIB IN XS OF BASIS | P | 2000-01-01 | 2017-12-31 | $24,090 | $24,090 | $24,090 | |
| MAGELLAN MIDSTRM DISTRIB IN XS OF BASIS | P | 2000-01-01 | 2017-12-31 | $12,145 | $12,145 | $12,145 | |
| ONEOK PTRS DISTRIB IN XS OF BASIS | P | 2000-01-01 | 2017-12-31 | $2,442 | $2,442 | $2,442 | |
| ML S/T PUBLICLY TRADED SECURITIES | P | $16,751,528 | $98,115 | $98,115 | $16,653,413 | ||
| WASH SALE ON ML S/T | P | $10,856 | $10,856 | $10,856 | |||
| ML L/T PUBLICLY TRADED SECURITIES | P | $16,093,324 | $2,102,853 | $2,102,853 | $13,990,471 | ||
| WASH SALE ON ML L/T | P | $82,313 | $82,313 | $82,313 | |||
| GS S/T PUBLICLY TRADED SECURITIES | P | $4,888,326 | $126,613 | $126,613 | $4,761,713 | ||
| WASH SALE ON GS S/T | P | $7,051 | $7,051 | $7,051 | |||
| GS L/T PUBLICLY TRADED SECURITIES | P | $9,389,259 | $1,090,998 | $1,090,998 | $8,298,261 | ||
| WASH SALE ON GS L/T | P | $2,730 | $2,730 | $2,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,101,450 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,260,880 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $61,913,548 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05267 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,364,749 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $65,812,983 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05113 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,968,249 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $67,223,890 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04416 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,918,127 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $62,840,876 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04644 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,746,129 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $58,321,947 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04709 | DistributionYr5Rt |
| Total Distribution | 0.241472 | TotalDistributionRt |
| Average Distribution | 0.048294 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $64,726,178 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,125,886 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $50,735 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,176,621 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,617,592 | 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 | $50,735 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $50,735 | SubtotalAmt |
| Tax Based On Investment Income | $50,735 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,116 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $14,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $74,116 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $23,381 | OverpaymentAmt |
| Applied To ES Tax | $23,381 | 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 | 821 ESE Loop 323 Suite 590 | 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 |
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 | ||||||
| 821 ESE LOOP 323 STE 590 | TYLER | TX | 75701 | Vice President | 1.00 | $0 |
| MANDY FUERST | ||||||
| 821 ESE LOOP 323 STE 590 | TYLER | TX | 75701 | Secretary | 1.00 | $0 |
| DAVID FUERST | ||||||
| 821 ESE LOOP 323 STE 590 | TYLER | TX | 75701 | Director | 1.00 | $0 |
| JAN F FUERST | ||||||
| 821 ESE LOOP 323 STE 590 | TYLER | TX | 75701 | Director | 1.00 | $0 |
| MARTEE F FUERST | ||||||
| 821 ESE LOOP 323 STE 590 | TYLER | TX | 75701 | President | 1.00 | $0 |
| SANDRA FISCH SOMER | ||||||
| 821 ESE LOOP 323 STE 590 | 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 | |||||
| 821 ESE Loop 323 Suite 590 | Tyler | TX | 75701 | Consult/Recordkeep | $87,000 |
| Merrill Lynch Wealth Management | |||||
| 6751 Old Jacksonville Highway | Tyler | TX | 75703 | Brokerage | $184,763 |
| Goldman Sachs & Co | |||||
| 100 Cresent Court Suite 1000 | Dallas | TX | 75201 | Brokerage | $165,679 |
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 | $63,841,671 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,870,185 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,711,856 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $65,711,856 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $985,678 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,726,178 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,236,309 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,236,309 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,735 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50,735 | TotalTaxAmt |
| Distributable Before Adj | $3,185,574 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,185,574 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,185,574 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,617,592 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,617,592 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $50,735 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,566,857 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,185,574 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,907,579 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,617,592 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,907,579 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $710,013 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $2,475,561 | 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 23 | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS - SEE SCHEDULE 23 | 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 #23 | GrantOrContributionPurposeTxt |
| Amt | $3,516,425 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,516,425 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $577 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,485,742 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $35,957 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,101,450 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,623,726 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,623,726 | 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 | $204,585 | 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 | $9,990 | Amt |
| Net Investment Income | $1,998 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,992 | 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 3 | BondNm |
| EOY Book Value | $2,048,286 | EOYBookValueAmt |
| EOYFMV | $2,048,286 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK - SCHEDULE 15 | $927,218 | $927,218 |
| CORPORATE STOCK - SCHEDULE 16 | $2,432,028 | $2,432,028 |
| CORPORATE STOCK - SCHEDULE 17 | $2,107,368 | $2,107,368 |
| CORPORATE STOCK - SCHEDULE 18 | $2,466,664 | $2,466,664 |
| CORPORATE STOCK - SCHEDULE 6 | $3,625,400 | $3,625,400 |
| CORPORATE STOCK | ||
| CORPORATE STOCK | ||
| CORPORATE STOCK - SCHEDULE 4 | $2,456,239 | $2,456,239 |
| CORPORATE STOCK - SCHEDULE 5 | $1,664,857 | $1,664,857 |
| CORPORATE STOCK - SCHEDULE 19 | $2,227,907 | $2,227,907 |
| CORPORATE STOCK - SCHEDULE 8 | $1,455,413 | $1,455,413 |
| CORPORATE STOCK - SCHEDULE 20 | $2,314,293 | $2,314,293 |
| CORPORATE STOCK - SCHEDULE 9 | $3,442,621 | $3,442,621 |
| CORPORATE STOCK - SCHEDULE 10 | $1,769,928 | $1,769,928 |
| CORPORATE STOCK - SCHEDULE 11 | $2,684,873 | $2,684,873 |
| CORPORATE STOCK - SCHEDULE 12 | $3,692,117 | $3,692,117 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,747,542 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,747,542 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER PUBLIC EQUITY FUNDS - SCHEDULE 13 | FMV | $4,968,774 | $4,968,774 |
| OTHER INVESTMENTS - SCHEDULE 2 | FMV | $2,303 | $2,303 |
| OTHER FIXED INCOME FUNDS - SCHEDULE 13 | FMV | $1,926,866 | $1,926,866 |
| OTHER MUTUAL FUNDS - SCHEDULE 4 | FMV | $1,263,613 | $1,263,613 |
| OTHER US EQUITY FUNDS - SCHEDULE 21 | FMV | $3,341,113 | $3,341,113 |
| FIXED INCOME MUTUAL FUNDS | FMV | ||
| OTHER MUTUAL FUNDS - SCHEDULE 7 | FMV | $892,000 | $892,000 |
| OTHER INVESTMENTS - SCHEDULE 13 | FMV | $826,068 | $826,068 |
| OTHER MUTUAL FUNDS - SCHEDULE 3 | FMV | $279,451 | $279,451 |
| OTHER NON-US EQUITY FUNDS - SCHEDULE 14 | FMV | $1,605,804 | $1,605,804 |
| OTHER MUTUAL FUNDS - SCHEDULE 5 | FMV | $156,633 | $156,633 |
| OTHER MUTUAL FUNDS - SCHEDULE 6 | FMV | $4,103 | $4,103 |
| OTHER MUTUAL FUNDS - SCHEDULE 9 | FMV | $322,627 | $322,627 |
| OTHER MUTUAL FUNDS - SCHEDULE 10 | FMV | $22,745 | $22,745 |
| OTHER MUTUAL FUNDS - SCHEDULE 11 | FMV | $778,038 | $778,038 |
| OTHER MUTUAL FUNDS - SCHEDULE 12 | FMV | $105,612 | $105,612 |
| OTHER MUTUAL FUNDS - SCHEDULE 8 | FMV | $391,825 | $391,825 |
| OTHER US MORTGAGE FUNDS - SCHEDULE 22 | FMV | $3,271,003 | $3,271,003 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| EOY Book Value | $23,418 | EOYBookValueAmt |
| EOYFMV | $23,418 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (23 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CERTIFICATE FEES | $19,378 | $19,378 | |
| CONTRIBUTIONS FROM K-1 | $111 | $111 | |
| DUES/MEMBERSHIPS | $3,050 | $610 | $2,440 |
| FOREIGN TAX PAID ON K-1'S | $3,485 | $3,485 | |
| FORIEGN DIVIDEND TAX | $36,989 | $36,989 | |
| INSURANCE | $750 | $375 | $375 |
| LOSS FROM PRTSHP- ENERGY TRANSFER PTSRS | $16,716 | $16,716 | |
| LOSS FROM PRTSHP-ANTERO MIDSTRM PTRS | $1,932 | $1,932 | |
| LOSS FROM PRTSHP-COAST ACCESS | $118 | $118 | |
| LOSS FROM PRTSHP-ENTERPRISE PRODUCT PTRS | $14,916 | $14,916 | |
| LOSS FROM PRTSHP-EQT GP HOLDINGS | $3,285 | $3,285 | |
| LOSS FROM PRTSHP-HOLLY ENERGY PTRS | $575 | $575 | |
| LOSS FROM PRTSHP-MPLX LP | $18,179 | $18,179 | |
| LOSS FROM PRTSHP-PLAINS ALL AMER PIPELIN | $19,189 | $19,189 | |
| LOSS FROM PRTSHP-SHELL MIDSTREAM PTRS | $3,187 | $3,187 | |
| LOSS FROM PRTSHP-VALERO ENERGY PTRS | $2,985 | $2,985 | |
| MANAGEMENT SERVICES | $87,000 | $4,350 | $82,650 |
| NON-DEDUCTIBLE EXPENSE FROM K-1 | $1,860 | ||
| OTHER ORD LOSS FROM PRTSHP-COAST ACCESS | $142 | $142 | |
| OTHER PORT LOSS FROM PRTSHP-COAST ACCESS | $102 | $102 | |
| OTHER RENTAL LOSS-ENERGY TRANSFER PTRS | $13 | $13 | |
| PORTFOLIO DEDUCTIONS FROM K-1'S | $48,111 | $48,111 | |
| ROYALTY EXP-ENERGY RANSFER PTRS | $9 | $9 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $35,957 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $35,957 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX EXEMPT INCOME | Desc |
| Amt | $5 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $350,442 | Amt |
| Net Investment Income | $350,442 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $62,000 | Amt |