BEN AND MAYTEE FISCH FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BEN AND MAYTEE FISCH FOUNDATION (EIN 75-2732192)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201713199349100016
- Schema version
- 2016v3.0
- 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
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T06:07:34-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | 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 | 2017-11-15 | 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 | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $64,015,103 | 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 | $206,954 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $37 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,322,210 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,322,210 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,452,033 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,471,084 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,452,033 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,851 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,851 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,003,085 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,796,131 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $190 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $38 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $152 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $356,819 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $356,819 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1,025 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,025 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,366 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $4,537 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $907 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,630 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $233,047 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $144,917 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $85,465 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $600,984 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $503,706 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $89,247 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,194,557 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,194,557 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,795,541 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $503,706 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,283,804 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$792,456 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,292,425 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,765,325 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,879,483 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,879,483 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,897,714 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,265,224 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,265,224 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $33,352,718 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,887,020 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,887,020 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,228,019 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,736,058 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,736,058 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $18,258,457 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,247,318 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,247,318 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,099 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,099 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $979 | OtherAssetsBOYAmt |
| Total Assets BOY | $63,503,212 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,015,103 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $64,015,103 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $63,503,212 | RetainedEarningBOYAmt |
| Retained Earning EOY | $64,015,103 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $63,503,212 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $64,015,103 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $63,503,212 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $64,015,103 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $63,503,212 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$792,456 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,304,347 | OtherIncreasesAmt |
| Subtotal | $64,015,103 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $64,015,103 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 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 | 2016-01-01 | 2016-12-31 | $77,866 | $77,866 | $77,866 | |
| CAPITAL GAIN DISTRIBUTION | P | 2016-01-01 | 2016-12-31 | $53,405 | $53,405 | $53,405 | |
| ONEOK PTRS DISTRIB IN EXCESS OF BASIS | P | 2000-01-01 | 2016-12-31 | $10,744 | $10,744 | $10,744 | |
| SUNOCO LOGIST DISTRIB IN EXCESS OF BASIS | P | 2000-01-01 | 2016-12-31 | $28,879 | $28,879 | $28,879 | |
| 7615.85 COAST ACCESS LLC | P | 2000-01-01 | 2016-12-31 | $4,673 | -$3,490 | -$3,490 | $8,163 |
| ML S/T PUBLICLY TRADED SECURITIES | P | $6,503,126 | -$168,047 | -$168,047 | $6,671,173 | ||
| ML L/T PUBLICLY TRADED SECURITIES | P | $8,259,300 | $709,403 | $709,403 | $7,549,897 | ||
| GS S/T PUBLICLY TRADED SECURITIES | P | $6,841,836 | -$23,046 | -$23,046 | $6,864,882 | ||
| GS L/T PUBLICLY TRADED SECURITIES | P | $8,583,581 | $678,617 | $678,617 | $7,904,964 | ||
| 20000 US Treas Note .375% held in GS | P | 2016-03-03 | 2016-03-16 | $19,972 | $19,972 | ||
| WASH SALE ON ML S/T | P | $23,624 | $23,624 | $23,624 | |||
| WASH SALE ON ML L/T | P | $25,531 | $25,531 | $25,531 | |||
| WASH SALE ON GS S/T | P | $25,913 | $25,913 | $25,913 | |||
| WASH SALE ON GS L/T | P | $5,300 | $5,300 | $5,300 | |||
| MAGELLAN MID DISTRIB IN EXCESS OF BASIS | P | 2000-01-01 | 2016-12-31 | $7,334 | $7,334 | $7,334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,452,033 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,364,749 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $65,812,983 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05113 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,968,249 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $67,223,890 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04416 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,918,127 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $62,840,876 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04644 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,746,129 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $58,321,947 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04709 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,129,386 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $57,524,010 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03702 | DistributionYr5Rt |
| Total Distribution | 0.225821 | TotalDistributionRt |
| Average Distribution | 0.045164 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $61,913,548 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,796,263 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22,924 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,819,187 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,283,804 | 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 | $22,924 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22,924 | SubtotalAmt |
| Tax Based On Investment Income | $22,924 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,040 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $8,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $29,040 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $6,116 | OverpaymentAmt |
| Applied To ES Tax | $6,116 | 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 | $178,805 |
| Goldman Sachs & Co | |||||
| 100 Cresent Court Suite 1000 | Dallas | TX | 75201 | Brokerage | $178,014 |
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 | $60,909,610 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,946,709 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $75 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,856,394 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $62,856,394 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $942,846 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,913,548 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,095,677 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,095,677 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,924 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,924 | TotalTaxAmt |
| Distributable Before Adj | $3,072,753 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,072,753 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,072,753 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,283,804 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,283,804 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $22,924 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,260,880 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,072,753 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,118,630 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,283,804 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,118,630 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $165,174 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $2,907,579 | 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 (105 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOSPICE OF EAST TEXAS | |||||||
| 4111 UNIVERSITY | TYLER | TX | 75701 | NONE | PC | $15,000 FOR THE BEREAVEMENT PROGRAM SUPPORT. $15,000 FOR GENERAL SUPPORT. | $30,000 |
| EAST TEXAS FOOD BANK | |||||||
| 3201 ROBERTSON ROAD | TYLER | TX | 75701 | NONE | PC | $100,000 FOR FOOD DISTRIBUTION. $5,000 FOR BACKPACK PROGRAM. $5,000 FOR GENERAL SUPPORT | $110,000 |
| EAST TEXAS CRISIS CENTER INC | |||||||
| PO BOX 7060 | TYLER | TX | 75711 | NONE | PC | Children's Prevention and Education | $25,000 |
| LITERACY COUNCIL OF TYLER | |||||||
| PO BOX 6662 | TYLER | TX | 75711 | NONE | PC | Equipping Volunteers for the New GED | $30,000 |
| TYLER DAY NURSERY | |||||||
| 2901 WEST GENTRY PARKWAY | TYLER | TX | 75702 | NONE | PC | FILLING IN THE GAP | $30,000 |
| TYLER LIONS YOUTH SPORTS | |||||||
| PO BOX 1354 | TYLER | TX | 75710 | NONE | PC | TYLER LIONS YOUTH SPORTS | $2,500 |
| MAKE A WISH FOUNDATION OF NORTH TEX | |||||||
| 215 WINCHESTER DRIVE | TYLER | TX | 75701 | NONE | PC | Wish Granting in Northeast Texas | $30,000 |
| EAST TEXAS SYMPHONY ORCHESTRA | |||||||
| PO BOX 6323 | TYLER | TX | 75711 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| ST PAUL CHILDREN'S FOUNDATION | |||||||
| 1358 EAST RICHARDS STREET | TYLER | TX | 75702 | NONE | PC | SPFC MEDICAL CLINIC BILLING SPECIALIST/VOLUNTEER COORD./GENERAL FUNDING/CONFERENCE ROOM UPGRADE | $85,000 |
| YOUNG AUDIENCES OF NORTHEAST TEXAS | |||||||
| 200 EAST AMHERST | TYLER | TX | 75701 | NONE | PC | YOUNG AUDIENCES' GENERAL OPERATING SUPPORT | $25,000 |
| AZLEWAY BOYS' RANCH | |||||||
| 15892 CR 26 | TYLER | TX | 75707 | NONE | PC | COTTAGE RENOVATION PROJECT | $25,000 |
| CANCER FOUNDATION FOR LIFE | |||||||
| PO BOX 8257 | TYLER | TX | 75711 | NONE | PC | CANCER FOUNDATION FOR LIFE(CFFL) MOVE ON CANCER WITH FITSTEPS FOR LIFE (FSFL) | $200,000 |
| CONGREGATIONAL BETH EL | |||||||
| 1010 CHARLESTON DRIVE | TYLER | TX | 75703 | NONE | PC | 2016 Budget Request | $62,000 |
| BETHESDA HEALTH CLINIC | |||||||
| 409 WEST FERGUSON | TYLER | TX | 75702 | NONE | PC | DIABETIC PROGRAM | $25,000 |
| UNIVERSITY OF TEXAS AT TYLER | |||||||
| 3900 UNIVERSITY BLVD | TYLER | TX | 75799 | NONE | PC | COLLEGE OF PHARMACY/ALUMNI-FACULTY HOUSE | $750,000 |
| ALZHEIMER'S ALLIANCE OF SMITH COUNT | |||||||
| 211 WINCHESTER DR | TYLER | TX | 75701 | NONE | PC | COMMUNITY HEALTH WORKER FOR CAREGIVERS | $50,000 |
| CHILDREN'S ADVOCACY CENTER OF SMITH | |||||||
| 2210 FRANKSTON HWY | TYLER | TX | 75701 | NONE | PC | CHILD ABUSE INTERVENTION PROGRAM AND CAC PARENTING CENTER AND THE FORENSIC MEDICAL EXAM PROGRAM | $60,000 |
| HABITAT FOR HUMANITY OF SMITH COUNT | |||||||
| 822 W FRONT STREET | TYLER | TX | 75702 | NONE | PC | Community Development & Effective Overhead | $60,000 |
| JUNIOR LEAGUE OF TYLER | |||||||
| 1919 S DONNYBROOK AVE | TYLER | TX | 75701 | NONE | PC | SUMMER READING CAMP | $10,000 |
| UNITED WAY OF SMITH COUNTY | |||||||
| 4000 SOUTHPARK DRIVE | TYLER | TX | 75703 | NONE | PC | EAST TEXAS CENTER FOR NONPROFITS | $35,000 |
| LEADERSHIP TYLER | |||||||
| 315 NORTH BROADWAY | TYLER | TX | 75702 | NONE | PC | DIVERSITY DAY CORE SESSION AND GENERAL OPERATING SUPPORT | $24,000 |
| CASA FOR KIDS OF EAST TX | |||||||
| 3728 SOUTHPARK DRIVE | TYLER | TX | 75703 | NONE | PC | CASA FOR KIDS OF EAST TEXAS VOLUNTEER RECRUITING, TRAINING, DEVELOPING AND RETAINING | $40,216 |
| SMITH COUNTY CHAMPIONS FOR CHILDREN | |||||||
| 4883 HIGHTECH DRIVE | TYLER | TX | 75703 | NONE | PC | BEGIN WITH THE END IN MIND-FROM SUCCESSFUL CHILDREN TO SUCCESSFUL ADULTS | $45,000 |
| ATHENS SAMARITANS INC | |||||||
| P O BOX 350 | ATHENS | TX | 75751 | NONE | PC | MAJOR HOME REPAIR | $15,000 |
| THE SALVATION ARMY IN TYLER | |||||||
| 633 N BROADWAY | TYLER | TX | 75702 | NONE | PC | General Operating Support | $32,000 |
| SOUTH TYLER ROTARY FOUNDATION | |||||||
| P O BOX 7153 | TYLER | TX | 75711 | NONE | PC | SOUTH TYLER ROTARY CLUB REED FRANKLIN SPAGHETTI SUPPER | $2,000 |
| CHILDREN'S ADVOCACY CENTER VZ COUNT | |||||||
| 503 W HIGHWAY 243 | CANTON | TX | 75103 | NONE | PC | CHILDREN'S THERAPY PROGRAM | $20,000 |
| BUCKNER CHILDREN FAMILY SERVICES | |||||||
| 110 E COTTON ST | LONGVIEW | TX | 75601 | NONE | PC | BUCKNER FAMILY HOPE CENTER, LONGVIEW TX | $10,000 |
| JUNIOR ACHIEVEMENT OF THE GREATER T | |||||||
| 318 East Fifth Street | TYLER | TX | 75701 | NONE | PC | Junior Achievement Project at Birdwell, Dixie, Orr, Peete, and Ramey Elementary Schools. | $26,000 |
| JEWISH CHILDREN'S REGIONAL SERVICEJ | |||||||
| PO BOX 7368 | METAIRIE | LA | 70010 | NONE | PC | JCRS PROGRAMS AND SERVICES IN EAST TEXAS | $5,000 |
| EAST TEXAS CHILD ADVOCATES | |||||||
| PO BOX 3839 | LONGVIEW | TX | 75606 | NONE | PC | VOLUNTEER RECRUITMENT/LUNCH & LEARN | $6,000 |
| THERAPET FOUNDATION | |||||||
| PO BOX 130118 | TYLER | TX | 75713 | NONE | PC | Therapet Animal Assisted Therapy | $17,500 |
| ANGEL LAYETTES INC | |||||||
| PO BOX 6618 | TYLER | TX | 75711 | NONE | PC | ANGEL LAYETTES | $20,000 |
| FRIENDS OF PARTNERS IN PREVENTION | |||||||
| PO BOX 1952 | LONGVIEW | TX | 75606 | NONE | PC | BRIDGING THE GAP | $10,000 |
| GIRL SCOUTS OF NORTHEAST TEXAS | |||||||
| 6001 SUMMERSIDE DR | DALLAS | TX | 75252 | NONE | PC | GIRL SCOUTING IN THE SCHOOL DAY - EAST TEXAS | $20,000 |
| TYLER TYPE I DIABETES FOUNDATION | |||||||
| 713 WSW LOOP 323 STE H | TYLER | TX | 75701 | NONE | PC | GENERAL OPERATING FUNDS | $15,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 1301 S BROADWAY | TYLER | TX | 75701 | NONE | PC | PERSONAL HEALTH MANAGER PROGRAM | $10,000 |
| CAMP TYLER FOUNDATION | |||||||
| PO BOX 1916 | WHITEHOUSE | TX | 75791 | NONE | PC | Camp Tyler Outdoor School | $20,000 |
| CHILDREN ARE A GIFT FOUNDATION | |||||||
| 5380 OLD BULLARD RD STE 600-122 | TYLER | TX | 75703 | NONE | PC | STRATEGIC PLANNING FOR THE CHILDREN'S PARK | $10,000 |
| CIRCLE OF TEN | |||||||
| 205 E COMMERCE 205 | JACKSONVILLE | TX | 75766 | NONE | PC | C10'S BUILDING RURAL AGENCIES' CAPACITY TOWARDS COMMUNITY & ECONOMIC DEVELOPMENT (BRACCED) | $30,000 |
| THE CLOTHES CLOSET MORE | |||||||
| 314 S MAIN ST | JACKSONVILLE | TX | 75766 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| CRISIS CENTER OF ANDERSON CHEROKEE | |||||||
| 700 E CHEROKEE | JACKSONVILLE | TX | 75766 | NONE | PC | Emergency Funding for Programs and Community Education | $20,000 |
| DISCOVERY SCIENCE PLACE | |||||||
| 308 N BROADWAY | TYLER | TX | 75702 | NONE | PC | DISCOVERY SCIENCE PLACE 2016 REQUEST | $52,500 |
| EAST TEXAS COMMUNITIES FOUNDATION | |||||||
| 315 N BROADWAY | TYLER | TX | 75702 | NONE | PC | SHINE YOUR LIGHT COMMUNITY CAMPAIGN | $10,000 |
| FIRST TEE GREATER TYLER | |||||||
| PO Box 5329 | TYLER | TX | 75712 | NONE | PC | General Operations | $15,000 |
| GOODWILL INDUSTRIES OF EAST TEXAS | |||||||
| 409 W LOCUST | TYLER | TX | 75702 | NONE | PC | WORK ADJUSTMENT TRAINING | $30,000 |
| HENDERSON CO HELP CENTER | |||||||
| 300 ROYALL | ATHENS | TX | 75751 | NONE | PC | HENDERSON COUNTY CHILD ADVOCACY CENTER | $20,000 |
| JACKSONVILLE LITERACY COUNCIL | |||||||
| 215-A E COMMERCE ST | JACKSONVILLE | TX | 75766 | NONE | PC | BEGINNING AND CONTINUING ENGLISH AS A SECOND LANGUAGE CLASSES FALL 2016 - SUMMER 2017 | $3,000 |
| THE LEUKEMIA LYMPHOMA SOCIETY N TX | |||||||
| 8111 LBJ FREEWAY | DALLAS | TX | 75251 | NONE | PC | TYLER AREA CO-PAY ASSISTANCE PROGRAM | $5,000 |
| MADD EAST TEXAS | |||||||
| 215 WINCHESTER DR STE 100 | TYLER | TX | 75701 | NONE | PC | MADD EAST TEXAS - PROGRAM SUPPORT | $25,000 |
| NORTH EAST TEXAS BENEVOLENCE INC | |||||||
| PO BOX 2185 | FLINT | TX | 75762 | NONE | PC | Food Pantry | $16,000 |
| NORTH TYLER DAY NURSERY | |||||||
| 3000 N BORDER AVENUE | TYLER | TX | 75702 | NONE | PC | GENERAL OPERATIONS | $15,000 |
| PEOPLE ATTEMPTING TO HELP PATH | |||||||
| 402 W FRONT | TYLER | TX | 75702 | NONE | PC | PATH Emergency Services 2016 | $45,000 |
| TEXAS RAMP PROJECT | |||||||
| PO BOX 832065 | RICHARDSON | TX | 75083 | NONE | PC | EAST TEXAS RAMP PROJECT | $20,000 |
| TYLER MUSEUM OF ART | |||||||
| 1300 S MAHON | TYLER | TX | 75701 | NONE | PC | SCHOOL TOUR PROGRAM | $17,150 |
| WINNSBORRO COMMUNITY RESOURCE CENTE | |||||||
| PO BOX 268 | WINNSBORO | TX | 75494 | NONE | PC | WINNSBORO COMMUNITY RESOURCE CENTER/FOOD PANTRY | $15,000 |
| ALTO ECONOMIC DEVELOPMENT CORP | |||||||
| PO BOX 7 | ALTO | TX | 75925 | NONE | PC | Alto Health for all Seminar | $2,500 |
| AMERICAN RED CROSS | |||||||
| 4800 HARRY HINES BLVD | DALLAS | TX | 75235 | NONE | PC | EAST TEXAS HOME FIRE CAMPAIGN | $30,000 |
| CITY OF TYLER LIBERTY HALL | |||||||
| 212 NORTH BONNER | TYLER | TX | 75702 | NONE | PC | $10,000 FOR THE MAYOR'S INNOVATION PIPELINE. $5,000 FOR PROGRAMING SUPPORT FOR LIBERTY HALL. | $15,000 |
| CASA OF TRINITY VALLEY | |||||||
| PO BOX 2259 1104 E TYLER ST | ATHENS | TX | 75751 | NONE | PC | CASA OF TRINITY VALLEY | $25,000 |
| DORS COMMUNITY SERVICES | |||||||
| PO BOX 1286 | LONGVIEW | TX | 75606 | NONE | PC | Job Ready! | $50,000 |
| GREAT FOUNDATIONS INC | |||||||
| 307 N GLENWOOD BLVD | TYLER | TX | 75702 | NONE | PC | BRIDGING THE GAP | $15,000 |
| HENDERSON COUNTY FOOD PANTRY | |||||||
| PO BOX 2062 | ATHENS | TX | 75751 | NONE | PC | DATABASE/COMPUTER UPGRADE AND FOOD ON THE SHELVES | $8,500 |
| LUTHERAN SOCIAL SERVICES OF THE SOU | |||||||
| 8305 CROSS PARK DRIVE | AUSTIN | TX | 78754 | NONE | PC | Tyler Therapeutic Foster Care Program | $7,500 |
| SAMARITAN COUNSELING CENTER OF TYLE | |||||||
| 218 NORTH COLLEGE | TYLER | TX | 75702 | NONE | PC | GENERAL SUPPORT | $30,000 |
| SPCA OF EAST TEXAS | |||||||
| PO BOX 132899 | TYLER | TX | 75713 | NONE | PC | COMMUNITY ASSISTANCE FUND | $7,500 |
| TEXARKANA VOLUNTEER SERVICES | |||||||
| 1915 OLIVE STREET | TEXARKANA | TX | 75504 | NONE | PC | SKILLED PARENTING | $17,500 |
| THE ARC OF SMITH COUNTY | |||||||
| 5520 OLD BULLARD ROAD 111 | TYLER | TX | 75703 | NONE | PC | GENERAL OPERATIONS | $25,000 |
| MOUNT VERNON MUSIC ASSOCIATION | |||||||
| 6337 LANGE CIRCLE | DALLAS | TX | 75214 | NONE | PC | SENIOR CITIZEN OUTREACH PERFORMANCES | $2,500 |
| NEXT STEP COMMUNITY SOLUTIONS | |||||||
| 305 S BROADWAY SUITE 603 | TYLER | TX | 75702 | NONE | PC | General Operating Support | $25,000 |
| ACHIEVING DREAMS | |||||||
| PO BOX 131418 | TYLER | TX | 75713 | NONE | PC | ACHIEVERS ON THE MOVE | $18,000 |
| DALLAS HOLOCAUST MUSEUMCENTER FOR E | |||||||
| 211 NORTH RECORD STREET SUITE 100 | DALLAS | TX | 75202 | NONE | PC | EAST TEXAS EDUCATION INITIATIVE | $42,761 |
| EASTTEXAS CORNERSTONE ASSISTANCE NE | |||||||
| 200 N BECKHAM DR | TYLER | TX | 75702 | NONE | PC | Multiplying Success | $35,000 |
| EAST TEXAS YOUTH ORCHESTRA | |||||||
| PO BOX 130694 | TYLER | TX | 75713 | NONE | PC | EAST TEXAS SYMPHONY ORCHESTRA EXPANSION | $10,000 |
| FRIENDS OF VAN ZANDT COUNTY LIBRARY | |||||||
| PO BOX 1072 | CANTON | TX | 75103 | NONE | PC | OPERATION FACELIFT: Phase II | $10,000 |
| HENDERSON COUNTY COMMUNITY PARTNERS | |||||||
| 420 ATHENS BRICK ROAD | ATHENS | TX | 75752 | NONE | PC | BLUE BAGS FOR THE RAINBOW ROOM | $5,000 |
| THE WOMEN'S FUND OF SMITH COUNTY | |||||||
| 4908 HIGHTECH DRIVE | TYLER | TX | 75703 | NONE | PC | EDUCATE-ENGAGE-EMPOWER WOMEN'S PHILANTHROPY | $15,000 |
| CENIKOR FOUNDATION | |||||||
| 11111 KATY FREEWAY | HOUSTON | TX | 77079 | NONE | PC | Cenikor Foundation -- Tyler Facility | $51,320 |
| EAST TEXAS AUTISM NETWORK INC | |||||||
| PO BOX 6214 | TYLER | TX | 75711 | NONE | PC | EAST TEXAS AUTISM NETWORK | $25,000 |
| FOR THE SILENT | |||||||
| PO BOX 998 | TYLER | TX | 75710 | NONE | PC | I have A Voice | $5,000 |
| PETS FUR PEOPLE | |||||||
| 1823 COUNTY ROAD 386 | TYLER | TX | 75708 | NONE | PC | THE HUMANE SOCIETY'S PETS FUR PEOPLE OPERATIONS SUPPORT. | $5,000 |
| PRESBYTERIAN CHILDREN'S HOMES AND S | |||||||
| 4407 Bee Cave Road | Austin | TX | 78746 | NONE | PC | Longview Child and Family Program | $5,000 |
| SPECIAL HEALTH RESOURCES FOR TEXAS | |||||||
| 410 N 4th St | LONGVIEW | TX | 75601 | NONE | PC | WOMEN & CHILD HEALTH CENTER OF TYLER | $25,000 |
| SPECIAL OLYMPICS TEXAS INC | |||||||
| 1804 RUTHERFORD LANE | AUSTIN | TX | 78754 | NONE | PC | SPECIAL OLYMPICS TEXAS - EAST TEXAS | $10,000 |
| TEXAS HILLEL FOUNDATION | |||||||
| 2105 SAN ANTONIO STREET | AUSTIN | TX | 78705 | NONE | PC | TEXAS HILLEL OPERATING BUDGET REQUEST | $5,000 |
| THE MAGDALENE HOME | |||||||
| 16623-C FM 2493 SUITE 316 | TYLER | TX | 75703 | NONE | PC | MAGDALENE HOME ANNUAL FUND | $10,000 |
| BROWNSBORO ISD EDUCATION FOUNDATION | |||||||
| PO BOX 465 | BROWNSBORO | TX | 75756 | NONE | PC | Brownsboro ISD Education Foundation: Bedrock for Success 2.0 | $10,000 |
| SIMPLY GRACE HOUSE | |||||||
| PO BOX 180172 | DALLAS | TX | 75218 | NONE | PC | Simply Grace | $15,000 |
| TRINITY MOTHER FRANCES FOUNDATION | |||||||
| 100 E FERGUSON SUITE 800 | TYLER | TX | 75702 | NONE | PC | ROSS BREAST CENTER MOBILE MAMMOGRAPHY COACH | $50,000 |
| TYLER AREA BUSINESS EDUCATION COUNC | |||||||
| 315 N BROADWAY AVE 100 | TYLER | TX | 75702 | NONE | PC | #SCHOOLISCOOL | $5,000 |
| WHITEHOUSE ISD EDUCATION FOUNDATION | |||||||
| 106 WILDCAT DRIVE | WHITEHOUSE | TX | 75791 | NONE | PC | WHITEHOUSE ISD EDUCATION FOUNDATION GENERAL FUNDRAISING CAMPAIGN | $15,000 |
| TAPKARD INC DBA HOPE HAVEN OF ET | |||||||
| 713 WSW LOOP 323 | TYLER | TX | 75702 | NONE | PC | HOPE HAVEN CAPITAL BUILDING FUND | $25,000 |
| BISHOP GORMAN CATHOLIC SCHOOL | |||||||
| 1405 ESE LOOP 323 | TYLER | TX | 75701 | NONE | PC | MATH LAB | $25,000 |
| BOYS GIRLS CLUB OF GREGG COUNTY | |||||||
| PO BOX 2426 | LONGVIEW | TX | 75606 | NONE | PC | SUMMER BRAIN GAIN | $15,000 |
| CAMERON-J JARVIS TROUP MUNICIPAL LI | |||||||
| PO BOX 721 | TROUP | TX | 75789 | NONE | PC | TROUP ESL | $12,780 |
| PROMISE ACADEMY | |||||||
| 901 N BROADWAY AVE | TYLER | TX | 75702 | NONE | PC | FIREWALL CONSTRUCTION FOR PROMISE ACADEMY | $20,000 |
| UT HEALTH NORTHEAST | |||||||
| OFFICE OF INSTITUTIONAL ADVANCEMENT | TYLER | TX | 75799 | NONE | PC | PRESENTING SPONSOR FOR 2016 GALAXY AWARD DINNER FOR UT HEALTH NORTHEAST | $10,000 |
| JUSTICE FOR OUR NEIGHBORS EAST TEXA | |||||||
| PO BOX 1058 | TYLER | TX | 75710 | NONE | PC | SITE MANAGER FOR JUSTICE FOR OUR NEIGHBORS EAST TEXAS | $25,000 |
| BLESSINGS OF GRACE MARION COUNTY FD | |||||||
| PO BOX 403 | JEFFERSON | TX | 75657 | NONE | PC | FOOD PANTRY | $2,000 |
| EAST TEXAS MEDICAL CENTER FOUNDATIO | |||||||
| PO BOX 6400 | TYLER | TX | 75711 | NONE | PC | HEALING OUR HEROES | $28,640 |
| QUITMAN PUBLIC LIBRARY | |||||||
| PO BOX 1677 | QUITMAN | TX | 75783 | NONE | PC | GET YOUR GED @ QUITMAN PUBLIC LIBRARY | $2,190 |
| TYLER AREA SENIOR CITIZENS ASSOCIAT | |||||||
| PO BOX 131540 | TYLER | TX | 75713 | NONE | PC | TIME TO HELP OURSELVES | $10,000 |
| URJ GREENE FAMILY CAMP | |||||||
| 1192 SMITH LANE | BRUCEVILLE | TX | 76630 | NONE | PC | URJ GREENE FAMILY CAMP - HEALTH & WELLNESS SPECIALISTS | $10,000 |
| CODY'S FRIENDS RESCUE | |||||||
| 6501 CLEARHAVEN CIRCLE | DALLAS | TX | 75248 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NINOS DE PROMESA INC | |||||||
| 301 W FERGUSON | TYLER | TX | 75702 | NONE | PC | GENERAL OPERATIONS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,194,557 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,322,210 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,851 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,452,033 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,796,131 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,796,131 | 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 | $206,954 | 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 | $190 | Amt |
| Net Investment Income | $38 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $152 | 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 | $1,736,058 | EOYBookValueAmt |
| EOYFMV | $1,736,058 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | ||
| CORPORATE STOCK - SCHEDULE 12 | $1,084,501 | $1,084,501 |
| CORPORATE STOCK - SCHEDULE 13 | $2,435,248 | $2,435,248 |
| CORPORATE STOCK - SCHEDULE 14 | $1,748,834 | $1,748,834 |
| CORPORATE STOCK - SCHEDULE 15 | $2,411,791 | $2,411,791 |
| CORPORATE STOCK - SCHEDULE 6 | $6,661,063 | $6,661,063 |
| CORPORATE STOCK - SCHEDULE 7 | $1,055,975 | $1,055,975 |
| CORPORATE STOCK - SCHEDULE 8 | $2,896,957 | $2,896,957 |
| CORPORATE STOCK - SCHEDULE 4 | $3,236,571 | $3,236,571 |
| CORPORATE STOCK - SCHEDULE 5 | $4,940,822 | $4,940,822 |
| CORPORATE STOCK - SCHEDULE 16 | $2,170,034 | $2,170,034 |
| CORPORATE STOCK - SCHEDULE 10 | $1,895,342 | $1,895,342 |
| CORPORATE STOCK - SCHEDULE 17 | $1,349,882 | $1,349,882 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,265,224 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,265,224 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER EQUITY FUNDS - SCHEDULE 11 | FMV | $4,829,544 | $4,829,544 |
| OTHER INVESTMENTS - SCHEDULE 2 | FMV | $358,407 | $358,407 |
| FIXED INCOME MUTUAL FUNDS - SCHEDULE 11 | FMV | $1,729,350 | $1,729,350 |
| OTHER EQUITY FUNDS - SCHEDULE 4 | FMV | $592,759 | $592,759 |
| OTHER INVESTMENTS - SCHEDULE 18 | FMV | $3,491,907 | $3,491,907 |
| FIXED INCOME MUTUAL FUNDS - SCHEDULE 19 | FMV | $6,668,608 | $6,668,608 |
| OTHER MUTUAL FUNDS - SCHEDULE 9 | FMV | $933,308 | $933,308 |
| OTHER INVESTMENTS - SCHEDULE 11 | FMV | $2,094,061 | $2,094,061 |
| OTHER MUTUAL FUNDS - SCHEDULE 3 | FMV | $549,374 | $549,374 |
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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (23 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CERTIFICATE FEES | $14,473 | $14,473 | |
| CONTRIBUTIONS FROM K-1 | $78 | $78 | |
| DUES/MEMBERSHIPS | $3,050 | $610 | $2,440 |
| FOREIGN TAX PAID ON K-1'S | $4,464 | $4,464 | |
| FORIEGN DIVIDEND TAX | $17,240 | $17,240 | |
| INSURANCE | $750 | $375 | $375 |
| LOSS FROM PRTSHP-COAST ACCESS | $926 | $926 | |
| LOSS FROM PRTSHP-ENTERPRISE PRODUCT PTRS | $6,379 | $6,379 | |
| LOSS FROM PRTSHP-EQT GP HOLDINGS | $2,367 | $2,367 | |
| LOSS FROM PRTSHP-HOLLY ENERGY PTRS | $3,743 | $3,743 | |
| LOSS FROM PRTSHP-MPLX LP | $15,872 | $15,872 | |
| LOSS FROM PRTSHP-PLAINS ALL AMER PIPELIN | $11,564 | $11,564 | |
| LOSS FROM PRTSHP-SHELL MIDSTREAM PTRS | $3,770 | $3,770 | |
| LOSS FROM PRTSHP-SUNOCO LOGISTICS | $1,868 | $1,868 | |
| LOSS FROM PRTSHP-VALERO ENERGY PTRS | $2,994 | $2,994 | |
| LOSS FROM PRTSHP-WILLIAMS PTRS LP | $7,477 | $7,477 | |
| LoSS FROM PTRSHP RENTAL RE - COAST ACCES | $2 | $2 | |
| LOSS FROM PTRSHP RENTAL RE - WILLIAMS PT | $49 | $49 | |
| MANAGEMENT SERVICES | $87,000 | $4,350 | $82,650 |
| NON-DEDUCTIBLE EXPENSE FROM K-1 | $2,665 | ||
| OTHER ORD LOSS FROM PRTSHP-ARTISIAN:DYNA | $132 | $132 | |
| OTHER ORD LOSS FROM PRTSHP-COAST ACCESS | $61 | $61 | |
| PORTFOLIO DEDUCTIONS FROM K-1'S | $46,123 | $46,123 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $21,851 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $21,851 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX EXEMPT INCOME | Desc |
| Amt | $9 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $356,819 | Amt |
| Net Investment Income | $356,819 | 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 | $5,366 | Amt |