CHARLES MEYER TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES MEYER TRUST (EIN 74-6035534)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2017-08-16
- IRS object ID
- 201702289349100715
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-16T17:50:38-05:00 | ReturnTs |
| Tax Period End | 2017-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943426000 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNCH & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3075 | AddressLine1Txt |
| City | TEXAS CITY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 775923075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746035534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES MEYER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 179 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77553 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FROST NATIONAL BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2017-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNDEN W LYNCH JR | PreparerPersonNm |
| PTIN | P01083000 | PTIN |
| Phone | 4097634484 | PhoneNum |
| Preparation | 2017-08-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 036376D20BD603C75397D2B92EA369C9A015E450 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 036376D20BD603C75397D2B92EA369C9A015E450 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $497,143 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,331 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,331 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,434 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $607,109 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,434 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $85 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $85 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $84,850 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,850 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,191 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,191 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $700 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $639 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,380 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,089 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,230 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,089 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $61,620 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,761 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,788 | CashBOYAmt |
| Cash EOY | $9,129 | CashEOYAmt |
| Cash EOYFMV | $9,129 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $720 | PrepaidExpensesBOYAmt |
| Corporate Bonds BOY | $362,736 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $463,703 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $488,014 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $410,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $472,832 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $497,143 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $968 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $968 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $73,290 | CapitalStockBOYAmt |
| Capital Stock EOY | $73,290 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $34,317 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $34,317 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $302,637 | RetainedEarningBOYAmt |
| Retained Earning EOY | $364,257 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $410,244 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $471,864 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $410,244 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $472,832 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $410,244 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $61,620 | ExcessRevenueOverExpensesAmt |
| Subtotal | $471,864 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $471,864 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FROST KEMPNER TREAS | P | 1995-06-30 | 2016-09-02 | $4,995 | $4,975 | $20 | $20 |
| FROST VALUE EQUITY | P | 2016-10-12 | 2017-04-26 | $7,750 | $7,447 | $303 | $303 |
| FROST KEMPNER TREAS | P | 1998-03-31 | 2016-10-03 | $10,010 | $10,036 | -$26 | -$26 |
| FROST GROWTH EQUITY | P | 2016-09-02 | 2016-10-26 | $435 | $434 | $1 | $1 |
| FROST KEMPNER TREAS | P | 1998-03-31 | 2016-12-30 | $38,372 | $42,959 | -$4,587 | -$4,587 |
| FROST GROWTH EQUITY | P | 2016-09-02 | 2017-01-25 | $539 | $566 | -$27 | -$27 |
| FROST TOTAL RETURN | P | 2016-09-02 | 2016-10-26 | $1,002 | $1,000 | $2 | $2 |
| FROST GROWTH EQUITY | P | 2016-09-02 | 2017-01-25 | $31,429 | $33,000 | -$1,571 | -$1,571 |
| FROST KEMPNER MULTICAP | P | 2016-09-02 | 2016-10-26 | $16,937 | $16,905 | $32 | $32 |
| FROST GROWTH EQUITY | P | 2016-10-12 | 2017-01-25 | $1,562 | $1,635 | -$73 | -$73 |
| FROST KEMPNER MULTICAP | P | 1973-06-30 | 2016-09-02 | $30,193 | $25,477 | $4,716 | $4,716 |
| FROST GROWTH EQUITY | P | 2016-08-13 | 2017-04-26 | $17,356 | $16,645 | $711 | $711 |
| FROST KEMPNER MULTICAP | P | 1973-06-30 | 2016-12-02 | $99,892 | $85,566 | $14,326 | $14,326 |
| BLACKROCK | P | 2017-01-25 | 2017-04-26 | $14,583 | $14,032 | $551 | $551 |
| FROST KEMPNER MULTICAP | P | 1973-06-30 | 2016-12-02 | $99,693 | $80,924 | $18,769 | $18,769 |
| COHEN & STEERS | P | 2016-10-12 | 2017-01-25 | $442 | $472 | -$30 | -$30 |
| FROST KEMPNER MULTICAP | P | 1973-06-30 | 2017-01-06 | $49,753 | $39,024 | $10,729 | $10,729 |
| HARDING LOEVNER INTL | P | 2016-10-12 | 2017-04-26 | $1,084 | $1,000 | $84 | $84 |
| FROST KEMPNER MULTICAP | P | 2010-05-27 | 2017-01-11 | $5,128 | $4,000 | $1,128 | $1,128 |
| HARDING LOEVNER INTL | P | 2016-10-12 | 2017-01-25 | $5,309 | $4,896 | $413 | $413 |
| FROST KEMPNER MULTICAP | P | 1996-03-01 | 2017-01-11 | $33 | $32 | $1 | $1 |
| HARTFORD WORLD BOND | P | 2017-01-12 | 2017-01-25 | $19,038 | $19,106 | -$68 | -$68 |
| FROST KEMPNER MULTICAP | P | 1973-06-30 | 2017-01-11 | $89,418 | $69,720 | $19,698 | $19,698 |
| J HANCOCK DISCIPLINED | P | 2016-10-12 | 2017-04-26 | $1,087 | $1,000 | $87 | $87 |
| FROST VALUE EQUITY | P | 2016-10-12 | 2017-01-25 | $1,005 | $1,000 | $5 | $5 |
| J HANCOCK DISCIPLINED | P | 2016-10-12 | 2017-04-26 | $8,428 | $7,754 | $674 | $674 |
| FROST VALUE EQUITY | P | 2016-10-12 | 2017-01-25 | $26,755 | $26,620 | $135 | $135 |
| LAZARD INTL | P | 2016-10-12 | 2017-04-26 | $1,061 | $1,000 | $61 | $61 |
| FROST VALUE EQUITY | P | 2016-10-12 | 2017-04-26 | $8,370 | $8,084 | $286 | $286 |
| LAZARD INTL | P | 2016-10-12 | 2017-04-26 | $4,629 | $4,366 | $263 | $263 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,434 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,839 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,775 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $453,657 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036977 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $551,473 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036992 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,400 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $510,496 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059550 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,400 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $465,654 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048104 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,350 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $444,225 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.072823 | DistributionYr5Rt |
| Total Distribution | 0.254446 | TotalDistributionRt |
| Average Distribution | 0.050889 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $462,864 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,555 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $788 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $24,343 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,575 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,575 | SubtotalAmt |
| Tax Based On Investment Income | $1,575 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Tax Due | $975 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDSAY GLOVER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4097631151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 MARKET STREET | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FROST NATIONAL BANK | ||||||||
| P O BOX 179 | GALVESTON | TX | 77553 | TRUSTEE | 000.00 | $5,191 | $0 | $0 |
| JAMES WOOLSEY | ||||||||
| P O BOX 179 | GALVESTON | TX | 77553 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| RABBI - TEMPLE B'NAI ISRAEL | ||||||||
| 3008 AVENUE O | GALVESTON | TX | 77550 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CHAD DISCH | ||||||||
| P O BOX 179 | GALVESTON | TX | 77553 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT ASSISTANCE TO JEWISH RESIDENTS OF GALVESTON, TEXAS WHO DEMONSTRATE FINANCIAL NEED. TOTAL DISBURSEMENTS FOR FISCAL YEAR WERE 15,850. ASSISTANCE WAS SPREAD OUT TO SEVEN INDIVIDUALS. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $440,624 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,289 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $469,913 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $469,913 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,049 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $462,864 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,143 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,143 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,575 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,575 | TotalTaxAmt |
| Distributable Before Adj | $21,568 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,568 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,568 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,550 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $16,550 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $16,550 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,568 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $8,825 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $5,251 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $14,076 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,550 | QualifyingDistributionsAmt |
| Applied To Current Year | $16,550 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $5,018 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,018 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,058 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,807 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,251 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,251 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RABBI - TEMPLE B'NAI ISRAEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3008 AVE O | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4097655796 | RecipientPhoneNum |
| Form And Info And Materials | PERSONAL CORRESPONDENCE WITH RABBI TO DETERMINE ADHERENCE TO JEWISH FAITH, RESIDENCE OF APPLICANT, AND FINANCIAL NEED OF APPLICANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE RESTRICTED TO JEWISH RESIDENTS OF GALVESTON, TEXAS WITH FINANCIAL NEED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| J COHEN | |||||||
| P O BOX 179 | GALVESTON | TX | 77553 | NONE | QUALIFIED | ASSISTANCE TO POOR | $3,300 |
| N LEVY | |||||||
| P O BOX 179 | GALVESTON | TX | 77553 | NONE | QUALIFIED | ASSISTANCE FOR POOR | $1,350 |
| M BLAKE | |||||||
| P O BOX 179 | GALVESTON | TX | 77553 | NONE | QUALIFIED | ASSISTANCE TO POOR | $2,550 |
| L DUDLEY | |||||||
| P O BOX 179 | GALVESTON | TX | 77553 | NONE | QUALIFIED | ASSISTANCE TO POOR | $1,500 |
| M SAENZ | |||||||
| P O BOX 179 | GALVESTON | TX | 77553 | NONE | QUALIFIED | ASSISTANCE TO POOR | $200 |
| R SCHWARTZ | |||||||
| P O BOX 179 | GALVESTON | TX | 77553 | NONE | QUALIFIED | ASSISTANCE TO POOR | $5,450 |
| ARI SCHWARTZ | |||||||
| P O BOX 179 | GALVESTON | TX | 77553 | ASSISTANCE TO POOR | $1,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,331 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,434 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| BASIS ADJUSTMENT | 14 | $62 |
| NON-DIVIDEND DISTRIBUTION | 14 | $23 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $84,850 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,850 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION | $1,400 | $700 | $700 |
| TAX ACCOUNTING | $150 | $150 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUTUAL FUNDS | BondNm |
| EOY Book Value | $463,703 | EOYBookValueAmt |
| EOYFMV | $488,014 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BASIS ADJUSTMENT | $62 | $62 |
| NON-DIVIDEND DISTRIBUTION | $23 | $23 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| EOY Book Value | $968 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PY EXCISE TAX | $591 | |
| FOREIGN TAX | $48 | $48 |