BEN AND MAYTEE FISCH FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BEN AND MAYTEE FISCH FOUNDATION (EIN 75-2732192)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201633199349103063
- Schema version
- 2015v2.0
- 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 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 | 2016-11-14T15:31:20-08:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | DAWN FRANKS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-11-14 | 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 | 2015 | 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 | $63,503,212 | 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 | $217,678 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $50 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,467,525 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,467,525 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,897,127 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,103,996 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,897,127 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $35,070 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $35,070 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,617,450 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,399,772 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $13,472 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,694 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,778 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $359,821 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $359,821 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1,205 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,205 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $95,200 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $4,110 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $822 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,288 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $279,732 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $191,193 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $85,225 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $753,540 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $555,735 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $99,291 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,293,898 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,293,898 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,047,438 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $555,735 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,393,189 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$429,988 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,844,037 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,215,805 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,765,325 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,765,325 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $7,487,444 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,897,714 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,897,714 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $30,825,275 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,352,718 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,352,718 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,075,142 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,228,019 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,228,019 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,716,623 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,258,457 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,258,457 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,099 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,099 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $23,920 | OtherAssetsBOYAmt |
| Other Assets EOY | $979 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $979 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $59,344,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,503,212 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,503,212 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $59,344,209 | RetainedEarningBOYAmt |
| Retained Earning EOY | $63,503,212 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,344,209 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,503,212 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,344,209 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,503,212 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,344,209 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$429,988 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,588,991 | OtherIncreasesAmt |
| Subtotal | $63,503,212 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $63,503,212 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 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 | 2015-01-01 | 2015-12-31 | $104,798 | $104,798 | $104,798 | |
| CAPITAL GAIN DISTRIBUTION | P | 2015-01-01 | 2015-12-31 | $25,664 | $25,664 | $25,664 | |
| ONEOK PTRS DISTRIB IN EXCESS OF BASIS | P | 2000-01-01 | 2015-12-31 | $10,744 | $10,744 | $10,744 | |
| GS COVERED S/T - SEE SCH 22 | P | 2015-01-01 | 2015-12-31 | $3,498,209 | $92,592 | $92,592 | $3,405,617 |
| GS S/T WASH SALE DISALLOWED - SEE SCH 22 | P | 2015-01-01 | 2015-12-31 | $3,944 | $3,944 | $3,944 | |
| GS NON-COVERED S/T - SEE SCH 22 | P | 2015-01-01 | 2015-12-31 | $87,807 | $1,314 | $1,314 | $86,493 |
| GS COVERED L/T - SEE SCH 22 | P | 2000-01-01 | 2015-12-31 | $4,867,559 | $766,793 | $766,793 | $4,100,766 |
| GS L/T WASH SALE DISALLOWED - SEE SCH 22 | P | 2000-01-01 | 2015-12-31 | $982 | $982 | $982 | |
| GS NON-COVERED L/T - SEE SCH 22 | P | 2000-01-01 | 2015-12-31 | $2,438,945 | $377,888 | $377,888 | $2,061,057 |
| GS NON-REPORTED L/T - SEE SCH 22 | P | 2000-01-01 | 2015-12-31 | $1,250,000 | $20,010 | $20,010 | $1,229,990 |
| ML COVERED S/T - SEE SCH 23 | P | 2015-01-01 | 2015-12-31 | $8,531,876 | -$162,964 | -$162,964 | $8,694,840 |
| ML COVERED S/T PREM AMORT ADJ-SEE SCH 23 | P | 2015-01-01 | 2015-12-31 | -$245 | -$245 | $245 | |
| ML COVERED S/T WASH SALE ADJ-SEE SCH 23 | P | 2015-01-01 | 2015-12-31 | $29,685 | $29,685 | $29,685 | |
| ML NON-COVERED S/T - SEE SCH 23 | P | 2015-01-01 | 2015-12-31 | $505,552 | $637 | $637 | $504,915 |
| ML OTHER S/T - SEE SCH 23 | P | 2015-01-01 | 2015-12-31 | $401,841 | -$1,372 | -$1,372 | $403,213 |
| ML COVERED L/T - SEE SCH 23 | P | 2000-01-01 | 2015-12-31 | $5,646,954 | $632,208 | $632,208 | $5,014,746 |
| ML COVERED L/T PREM AMORT ADJ-SEE SCH 23 | P | 2000-01-01 | 2015-12-31 | -$53 | -$53 | $53 | |
| ML COVERED L/T WASH SALE ADJ-SEE SCH 23 | P | 2000-01-01 | 2015-12-31 | $11,562 | $11,562 | $11,562 | |
| ML NON-COVERED L/T - SEE SCH 23 | P | 2000-01-01 | 2015-12-31 | $1,457,019 | -$36,399 | -$36,399 | $1,493,418 |
| ML NON-COV L/T PREM AMORT ADJ-SEE SCH 23 | P | 2000-01-01 | 2015-12-31 | -$1,182 | -$1,182 | $1,182 | |
| ML NON-COV L/T WASH SALE ADJ-SEE SCH 23 | P | 2000-01-01 | 2015-12-31 | $29 | $29 | $29 | |
| ML OTHER L/T - SEE SCH 23 | P | 2000-01-01 | 2015-12-31 | $191,624 | $4,791 | $4,791 | $186,833 |
| ML NON-REPORTED L/T - SEE SCH 23 | P | 2000-01-01 | 2015-12-31 | $14,163 | -$9,338 | -$9,338 | $23,501 |
| SUNOCO LOGIST DISTRIB IN EXCESS OF BASIS | P | 2000-01-01 | 2015-12-31 | $25,039 | $25,039 | $25,039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,897,127 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,968,249 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $67,223,890 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04416 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,918,127 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $62,840,876 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04644 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,746,129 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $58,321,947 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04709 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,129,386 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $57,524,010 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03702 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,568,981 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $48,288,872 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03249 | DistributionYr5Rt |
| Total Distribution | 0.207187 | TotalDistributionRt |
| Average Distribution | 0.041437 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $65,812,983 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,727,093 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28,440 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,755,533 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,393,189 | 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 | $28,440 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,440 | SubtotalAmt |
| Tax Based On Investment Income | $28,440 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,980 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $40,980 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $12,540 | OverpaymentAmt |
| Applied To ES Tax | $12,540 | 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 | $158,319 |
| Goldman Sachs & Co | |||||
| 100 Cresent Court Suite 1000 | Dallas | TX | 75201 | Brokerage | $201,502 |
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 | $64,522,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,287,978 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,465 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,815,211 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $66,815,211 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,002,228 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,812,983 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,290,649 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,290,649 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,440 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,440 | TotalTaxAmt |
| Distributable Before Adj | $3,262,209 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,262,209 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,262,209 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,393,189 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,393,189 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $28,440 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,364,749 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,262,209 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,249,610 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,393,189 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,249,610 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $143,579 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,118,630 | 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 (106 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 | WINGS PROGRAM / TRUSTEE DIRECTED GIFT | $25,000 |
| EAST TEXAS FOOD BANK | |||||||
| 3201 ROBERTSON ROAD | TYLER | TX | 75701 | NONE | PC | GENERAL SUPPORT / PURCHASE NEW REFRIGERATED BOBTAIL TRUCK / TRUSTEE DIRECTED GIFT | $108,900 |
| 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 | ACCELERATE TEXAS DUAL ENROLLMENT PROGRAM VOCATIONAL TRAINING | $10,500 |
| TYLER LIONS YOUTH SPORTS | |||||||
| PO BOX 1354 | TYLER | TX | 75710 | NONE | PC | YOUTH SPORTS PROGRAMS | $2,500 |
| MAKE A WISH FOUNDATION OF NORTH TEX | |||||||
| 215 WINCHESTER DRIVE | TYLER | TX | 75701 | NONE | PC | DIRECT WISH EXPENSES FOR AREA CHILDREN | $30,000 |
| EAST TEXAS SYMPHONY ORCHESTRA | |||||||
| PO BOX 6323 | TYLER | TX | 75711 | NONE | PC | OPERATING AND GENERAL SUPPORT | $25,000 |
| ST PAUL CHILDREN'S FOUNDATION | |||||||
| 1358 EAST RICHARDS STREET | TYLER | TX | 75702 | NONE | PC | SALARY FOR PART-TIME TECHNOLOGY EMPLOYEE; BOX TRUCK; SUPPLEMENT MEDICAID AND CHIPS REINBURSEMENT | $80,480 |
| YOUNG AUDIENCES OF NORTHEAST TEXAS | |||||||
| 200 EAST AMHERST | TYLER | TX | 75701 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| AZLEWAY INC | |||||||
| 15892 CR 26 | TYLER | TX | 75707 | NONE | PC | BOY'S RANCH - HOME IMPROVMENTS | $23,128 |
| PARENTS ANONYMOUS OF TYLER | |||||||
| 717 WEST HOUSTON | TYLER | TX | 75702 | NONE | PC | PARENTING PROGRAM | $35,000 |
| CANCER FOUNDATION FOR LIFE | |||||||
| PO BOX 8257 | TYLER | TX | 75711 | NONE | PC | FITSTEPS EXERCISE PROGRAM FOR CANCER PATIENTS | $55,000 |
| TYLER WOMEN'S BUILDING | |||||||
| 911 S BROADWAY | TYLER | TX | 75711 | PC | CELEBRITY CHEF EVENT | $2,500 | |
| CONGREGATIONAL BETH EL | |||||||
| 1010 CHARLESTON DRIVE | TYLER | TX | 75703 | NONE | PC | GENERAL SUPPORT | $54,000 |
| BETHESDA HEALTH CLINIC | |||||||
| 409 WEST FERGUSON | TYLER | TX | 75702 | NONE | PC | DIABETIES PROGRAM | $20,000 |
| 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 | DIRECT CLIENT SUPPORT, EDUCATION & AWARENESS | $60,000 |
| CHILDREN'S ADVOCACY CENTER OF SMITH | |||||||
| 2210 FRANKSTON HWY | TYLER | TX | 75701 | NONE | PC | CHILD ABUSE INTERVENTION PROGRAM AND PARENTING CENTER | $105,000 |
| HABITAT FOR HUMANITY OF SMITH COUNT | |||||||
| 822 W FRONT STREET | TYLER | TX | 75702 | NONE | PC | $30,000 TO HELP BUILD NEW HOME AND $30,000 FOR OPERATIONS | $60,000 |
| 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 | LEADERCAST EVENT, DIVERISTY DAY SESSION AND GENERAL OPERATIONS | $29,000 |
| CASA FOR KIDS OF EAST TX | |||||||
| 318 E FIFTH ST | TYLER | TX | 75701 | NONE | PC | VOLUNTEER ADVOCATE RECRUITMENT, TRAINING AND SUPPORT | $49,000 |
| SMITH COUNTY CHAMPIONS FOR CHILDREN | |||||||
| 4883 HIGHTECH DRIVE | TYLER | TX | 75703 | NONE | PC | GENERAL SUPPORT, LENDING LIBRARY/RESOURCE ROOM, AND SUPPORT PILOT PROGRAM | $46,250 |
| YMCA OF TYLER TX INC | |||||||
| 225 S VINE AVE | TYLER | TX | 75702 | NONE | PC | CLASSROOM TECHNOLOGY, OUTDOOR IMPROVEMENTS | $25,000 |
| THE SALVATION ARMY IN TYLER | |||||||
| 633 N BROADWAY | TYLER | TX | 75702 | NONE | PC | GENERAL SUPPORT TO PROGRAMS AND SERVICES | $32,000 |
| SOUTH TYLER ROTARY FOUNDATION | |||||||
| P O BOX 7153 | TYLER | TX | 75711 | NONE | PC | SOUTH TYLER ROTARY CLUB SPAGHETTI SUPPER | $3,000 |
| CHILDREN'S ADVOCACY CENTER VZ COUNT | |||||||
| 547 S BUFFALO ST | CANTON | TX | 75103 | NONE | PC | FULL TIME LICENSED COUNCILOR TO PROVIDE ON-SITE THERAPY TO CHILD VICTIMS OF PHYSICAL AND SEXUAL ABUSE | $20,000 |
| BUCKNER CHILDREN FAMILY SERVICES | |||||||
| 110E COTTON ST | LONGVIEW | TX | 75601 | NONE | PC | CAPITAL EXPANSION IN LONGVIEW | $50,000 |
| JUNIOR ACHIEVEMENT OF THE GREATER T | |||||||
| 2737 S BROADWAY AVE STE 207 | TYLER | TX | 75701 | NONE | PC | ELEMENTARY SCHOOL MENTORING CLASSES | $25,826 |
| JEWISH CHILDREN'S REGIONAL SERVICEJ | |||||||
| PO BOX 7368 | METAIRIE | LA | 70010 | NONE | PC | FINANICAL ASSISTANCE FOR SPECIAL NEEDS CHILDREN | $5,000 |
| EAST TEXAS CHILD ADVOCATES | |||||||
| PO BOX 3839 | LONGVIEW | TX | 75606 | NONE | PC | ADVOCATE FOR FOSTER CHILDREN | $12,500 |
| THERAPET FOUNDATION | |||||||
| PO BOX 130118 | TYLER | TX | 75713 | NONE | PC | ANIMAL ASSISTED ACTIVITIES AND THERAPY | $15,000 |
| FRIENDS OF PARTNERS IN PREVENTION | |||||||
| PO BOX 1952 | LONGVIEW | TX | 75606 | NONE | PC | MENTORING FOR YOUNG PEOPLE AND ADULTS LIVING IN POVERTY | $10,000 |
| GIRL SCOUTS OF NORTHEAST TEXAS | |||||||
| 6001 SUMMERSIDE DR | DALLAS | TX | 75252 | NONE | PC | GENERAL SUPPORT | $20,000 |
| TYLER TYPE I DIABETES FOUNDATION | |||||||
| 713 WSW LOOP 323 STE H | TYLER | TX | 75701 | NONE | PC | Executive Director, bookkeeper, childrens coordinator salaries; board insurance and facility rental for monthly programs | $20,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 1301 S BROADWAY | TYLER | TX | 75701 | NONE | PC | East Texas Services | $35,000 |
| CAMP TYLER FOUNDATION | |||||||
| PO BOX 1916 | WHITEHOUSE | TX | 75791 | NONE | PC | PROGRAM IMPROVEMENT, INSTRUCTOR TRAINING, FACILITY IMPROVEMENT, MATERIAL REPLACEMENT AND GENERAL SUPPORT | $40,000 |
| CIRCLE OF TEN | |||||||
| 205 E COMMERCE 205 | JACKSONVILLE | TX | 75766 | NONE | PC | GENERAL OPERATIONS | $30,000 |
| CRISIS CENTER OF ANDERSON CHEROKEE | |||||||
| 700 E CHEROKEE | JACKSONVILLE | TX | 75766 | NONE | PC | serice staff salaries and direct services | $60,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 1021 ESE LOOP 323 | TYLER | TX | 75701 | NONE | PC | ANNUAL FUND | $3,000 |
| DISCOVERY SCIENCE PLACE | |||||||
| 308 N BROADWAY | TYLER | TX | 75702 | NONE | PC | Update exhibits and expand programs, offset costs of personnel, professional development, and special programs and equipment | $12,500 |
| EAST TEXAS COMMUNITIES FOUNDATION | |||||||
| 315 N BROADWAY | TYLER | TX | 75702 | NONE | PC | SHINE YOUR LIGHT COMMUNITY CAMPAIGN | $10,000 |
| FIRST TEE GREATER TYLER | |||||||
| 2000 W FRONT STREET | TYLER | TX | 75702 | NONE | PC | DAILY OPERATIONS AND FULL-TIME EXECUTIVE DIRECTOR | $40,000 |
| JACKSONVILLE LITERACY COUNCIL | |||||||
| 215 E COMMERCE SUITE 215A | JACKSONVILLE | TX | 75766 | NONE | PC | Jacksonville Literacy Council | $3,000 |
| THE LEUKEMIA LYMPHOMA SOCIETY N TX | |||||||
| 8111 LBJ FREEWAY | DALLAS | TX | 75251 | NONE | PC | PATIENT SERVICES PROGRAM IN EAST TEXAS | $5,000 |
| LONGVIEW HABITAT FOR HUMANITY | |||||||
| PO BOX 2551 | LONGVIEW | TX | 75606 | NONE | PC | CONSTRUCTION OF NEW FACILITY | $50,000 |
| MADD EAST TEXAS | |||||||
| 215 WINCHESTER STE 100 | TYLER | TX | 75701 | NONE | PC | $27,500 general operating support and $2,500 sponsorship of "Tie One On For Safety" | $25,000 |
| NORTH EAST TEXAS BENEVOLENCE INC | |||||||
| PO BOX 2185 | FLINT | TX | 75762 | NONE | PC | Purchase of food to distribute to those in need | $16,000 |
| NORTH TYLER DAY NURSERY | |||||||
| 3000 N BORDER AVENUE | TYLER | TX | 75702 | NONE | PC | Software management system, wireless network, computers for after-school program, website, security camera system | $40,000 |
| OPERATION KINDNESS | |||||||
| 3201 EARHART DRIVE | CARROLLTON | TX | 75006 | NONE | PC | TRUSTEE DIRECTED GIFT | $5,000 |
| PEOPLE ATTEMPTING TO HELP PATH | |||||||
| 402 W FRONT | TYLER | TX | 75702 | NONE | PC | Services and programs for economically disadvantaged people in Smith County | $45,000 |
| TEXAS RAMP PROJECT | |||||||
| PO BOX 832065 | RICHARDSON | TX | 75083 | NONE | PC | Wheelchair ramps for elderly and disabled people in the 14-county East Texas COG | $12,500 |
| EAST TEXAS CARES RESOURCES CENTER | |||||||
| PO BOX 778 | TYLER | TX | 75710 | NONE | PC | Rent, utilities, insurance, IT services and to update its web page | $18,900 |
| TYLER MUSEUM OF ART | |||||||
| 1300 S MAHON | TYLER | TX | 75701 | NONE | PC | Presentation to groups in the School Tour program, widen our reach into the community, and provide an accurate, searchable database for management of our collections | $23,815 |
| UT HEALTH SCIENCE CENTER AT TYLER | |||||||
| 11937 US HWY 271 | TYLER | TX | 75708 | NONE | PC | Summer Medical Scholars Academy for incoming high school juniors and seniors | $2,000 |
| WINNSBORRO COMMUNITY RESOURCE CENTE | |||||||
| PO BOX 268 | WINNSBORO | TX | 75494 | NONE | PC | Meeting basic needs of anyone in need, and counseling for financial and life issues | $10,000 |
| ALTO ECONOMIC DEVELOPMENT CORP | |||||||
| PO BOX 7 | ALTO | TX | 75925 | NONE | PC | Health related seminars promoting good health and wellness | $5,000 |
| ANDREWS CENTER BEHAVIORAL HEALTHCAR | |||||||
| 2323 W FRONT ST | TYLER | TX | 75702 | NONE | PC | Addition of at least one new provider, three exam rooms, and two offices | $50,000 |
| CITY OF TYLER LIBERTY HALL | |||||||
| 212 NORTH BONNER | TYLER | TX | 75702 | NONE | PC | OFFSET OPERATING COSTS | $5,000 |
| COMMUNITIES IN SCHOOLS OF EAST TEXA | |||||||
| PO BOX 1233 | MARSHALL | TX | 75672 | NONE | PC | Expansion of after-school program | $18,000 |
| SAMARITIAN COUNSELING CENTER OF TYL | |||||||
| 100 E FERGUSON SUITE 608 | TYLER | TX | 75701 | NONE | PC | Position and salary upgrades for a new clinical director position | $29,840 |
| WINDRIDGE THERAPEUTIC EQUESTRIAN CE | |||||||
| PO BOX 5932 | LONGVIEW | TX | 75608 | NONE | PC | Equine therapy | $20,000 |
| CASA OF TRINITY VALLEY | |||||||
| PO BOX 2259 1104 E TYLER ST | ATHENS | TX | 75751 | NONE | PC | Advocacy for abused and neglected children | $25,000 |
| CHRISTIAN WOMAN'S JOB CORPS | |||||||
| 408 WEST LOCUST | TYLER | TX | 75702 | NONE | PC | Workforce training and support | $5,132 |
| DORS COMMUNITY SERVICES | |||||||
| PO BOX 1286 | LONGVIEW | TX | 75606 | NONE | PC | Youth Transition Center for homeless & at-risk young people | $25,000 |
| HENDERSON COUNTY FOOD PANTRY | |||||||
| PO BOX 2062 | ATHENS | TX | 75751 | NONE | PC | General Support | $5,000 |
| LINDALE PUBLIC LIBRARY | |||||||
| PO BOX 1570 | LINDALE | TX | 75771 | NONE | PC | Computer and technology training for adults and seniors | $10,000 |
| LUTHERAN SOCIAL SERVICES OF THE SOU | |||||||
| 8305 CROSS PARK DRIVE | AUSTIN | TX | 78754 | NONE | PC | Therapeutic Foster Care Program in Tyler | $5,000 |
| SPCA OF EAST TEXAS | |||||||
| PO BOX 132899 | TYLER | TX | 75713 | NONE | PC | COMMUNITY ASSISTANCE FUND | $7,500 |
| TEXARKANA VOLUNTEER SERVICES | |||||||
| PO BOX 3474 | TEXARKANA | TX | 75504 | NONE | PC | SKILLED PARENTING CLASSES WEEKLY | $15,000 |
| THE ARC OF SMITH COUNTY | |||||||
| 5520 OLD BULLARD ROAD 111 | TYLER | TX | 75703 | NONE | PC | GENERAL OPERATIONS | $25,000 |
| TYLER ISD FOUNDATION | |||||||
| 315 N BROADWAY SUITE 401 | TYLER | TX | 75702 | NONE | PC | Innovative teaching grant program, professional development training for Foundation's board and support staff, and "Night of Fine Dining" | $30,000 |
| TYLER-SMITH COUNTY CHILD WELFARE BO | |||||||
| PO BOX 132494 | TYLER | TX | 75713 | NONE | PC | Clothing allowances to Smith County foster children | $5,000 |
| MOUNT VERNON MUSIC ASSOCIATION | |||||||
| 6337 LANGE CIRCLE | DALLAS | TX | 75214 | NONE | PC | Support musician fees and travel costs for 15 community outreach concerts | $2,500 |
| NEXT STEP COMMUNITY SOLUTIONS | |||||||
| 305 S BROADWAY SUITE 603 | TYLER | TX | 75702 | NONE | PC | TX-DSHS programs, youth and community counseling, general operations | $25,000 |
| RUBE SESSIONS MEMORIAL LIBRARY | |||||||
| PO BOX 120 | WELLS | TX | 75976 | NONE | PC | Outdoor benches & cigarette outpost, video chairs, large print western books | $1,000 |
| ART OF PEACE FESTIVAL | |||||||
| 1010 CHARLESTON DRIVE | TYLER | TX | 75703 | NONE | PC | Youth Scholarship Fund for Jewish summer camps at Beth El in Tyler | $25,000 |
| BROWNSBORO ISD EDUCATION FOUNDATION | |||||||
| PO BOX 465 | BROWNSBORO | TX | 75756 | NONE | PC | Classroom programs, funding for inaugural Founder's Campaign, and salary support for the foundation's part time staff | $13,500 |
| DALLAS HOLOCAUST MUSEUMCENTER FOR E | |||||||
| 211 NORTH RECORD STREET SUITE 100 | DALLAS | TX | 75202 | NONE | PC | Targeted advertising to area teachers plus transportation cost assistance | $25,000 |
| EASTTEXAS CORNERSTONE ASSISTANCE NE | |||||||
| 200 N BECKHAM DR | TYLER | TX | 75702 | NONE | PC | Panel truck | $20,000 |
| NEW CREATION FOUNDATION INC | |||||||
| 1204 W NOBLE | TROUP | TX | 75789 | NONE | PC | Computer lab for New Creation Program - Troup,Texas. | $12,427 |
| SMITH COUNTY BAR FOUNDATION | |||||||
| PO BOX 7248 | TYLER | TX | 75711 | NONE | PC | Constitution Day program speaker fees, transportation for students, and staff time to manage the program | $3,500 |
| THE WOMEN'S FUND OF SMITH COUNTY | |||||||
| 601 SHELLEY DRIVE | TYLER | TX | 75701 | NONE | PC | GENERAL SUPPORT | $10,000 |
| AZALEA ACADEMY FOR EXEPTIONAL ADULT | |||||||
| 230 RUSK STREET | TYLER | TX | 75701 | NONE | PC | GENERAL SUPPORT | $20,000 |
| EAST TEXAS FOOD BANK- BLESSINGS OF | |||||||
| 510 BONHAM STREET | JEFFERSON | TX | 75657 | NONE | PC | PROTEIN AND FRESH PRODUCE | $5,000 |
| CENIKOR FOUNDATION | |||||||
| 1827 W GENTRY PKWY | TYLER | TX | 75702 | NONE | PC | DETOX FACILITY IN TYLER | $25,000 |
| CUMBERLAND ACADEMY | |||||||
| 1340 SHILOH ROAD | TYLER | TX | 75703 | NONE | PC | MACBOOK PRO LAPTOPS | $15,000 |
| EAST TEXAS AUTISM NETWORK INC | |||||||
| 4801 TROUP HWY SUITE 502 | TYLER | TX | 75703 | NONE | PC | Expand our visibility in the community | $25,000 |
| FOR THE SILENT | |||||||
| PO BOX 998 | TYLER | TX | 75710 | NONE | PC | Educate adolescent girls vulnerable to commercial sexual exploitation in East Texas | $5,000 |
| HARRISON COUNTY HISTORICAL SOCIETY | |||||||
| 117 E BOWIE STREET | MARSHALL | TX | 75670 | NONE | PC | Redesign of history exhibits | $10,000 |
| JARVIS CHRISTIAN COLLEGE | |||||||
| PO BOX 1470 | HAWKINS | TX | 75765 | NONE | PC | Summer Enrichment Program for children ages 6-14 | $25,000 |
| KINGDOM LIFE ACADEMY | |||||||
| PO BOX 1446 | TYLER | TX | 75710 | NONE | PC | To help build a 1900 sq. ft. building on the school's 23 acres of land adjacent to Tyler's Boulter Middle School | $74,700 |
| PETS FUR PEOPLE | |||||||
| 1823 COUNTY ROAD 386 | TYLER | TX | 75708 | NONE | PC | Pet shelter | $5,000 |
| PRESBYTERIAN CHILDREN'S HOMES AND S | |||||||
| 815 E MAIN STREET | KILGORE | TX | 75662 | NONE | PC | Child and Family Program | $5,000 |
| REFUGE OF LIGHT | |||||||
| PO BOX 132703 | TYLER | TX | 75713 | NONE | PC | Purchase of passenger vehicle | $25,000 |
| SMITH COUNTY HISTORICAL SOCIETY | |||||||
| 125 S COLLEGE AVE | TYLER | TX | 75702 | NONE | PC | Mural conservation | $5,000 |
| SPECIAL HEALTH RESOURCES FOR TEXAS | |||||||
| 1308 CLINIC DRIVE | TYLER | TX | 75701 | NONE | PC | Costs of expansion | $60,000 |
| SPECIAL OLYMPICS TEXAS INC | |||||||
| 1804 RUTHERFORD LANE | AUSTIN | TX | 78754 | NONE | PC | General support | $10,000 |
| TEXAS HILLEL FOUNDATION | |||||||
| 2105 SAN ANTONIO STREET | AUSTIN | TX | 78705 | NONE | PC | Operating funds to help support and sustain many programs at UT Austin | $10,000 |
| THE MAGDALENE HOME | |||||||
| 16623-C FM 2493 SUITE 316 | TYLER | TX | 75703 | NONE | PC | Full time position for House Mother | $10,000 |
| TYLER HISPANIC BUSINESS ALLIANCE | |||||||
| 315 N BROADWAY SUITE 204 | TYLER | TX | 75702 | NONE | PC | New Program Development Specialist position | $30,000 |
| TYLER ROTARY CLUB | |||||||
| PO BOX 131444 | TYLER | TX | 75713 | NONE | PC | UT Health Northeast Breath of Life Mobile Asthma Clinic for Children | $15,000 |
| VAN PARKS AND RECREATION | |||||||
| 113 WEST MAIN | VAN | TX | 75790 | NONE | PC | REBUILD PARK | $50,000 |
| WHC MEDICAL DENTAL CLINIC | |||||||
| 205 EAST BRAZOS STREET | PALESTINE | TX | 75801 | NONE | PC | MEDICAL/DENTAL TREATMENT AND HEALTHCARE | $55,000 |
| WHITEHOUSE COMMUNITY LIBRARY | |||||||
| 107 BASCOM ROAD | WHITEHOUSE | TX | 75791 | NONE | PC | Spanish books | $2,500 |
| WHITEHOUSE TYLER METRO TRACK CLUB | |||||||
| PO BOX 133113 | TYLER | TX | 75713 | NONE | PC | Operating expenses including travel, lodging, meals, insurance and administrative costs | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,293,898 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,467,525 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,070 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,897,127 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,399,772 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,399,772 | 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 | $217,678 | 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 | $13,472 | Amt |
| Net Investment Income | $2,694 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,778 | 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 14 | BondNm |
| EOY Book Value | $2,228,019 | EOYBookValueAmt |
| EOYFMV | $2,228,019 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK - SCHEDULE 4 | $1,861,231 | $1,861,231 |
| CORPORATE STOCK - SCHEDULE 5 | $1,791,512 | $1,791,512 |
| CORPORATE STOCK - SCHEDULE 6 | $2,167,178 | $2,167,178 |
| CORPORATE STOCK | ||
| CORPORATE STOCK - SCHEDULE 7 | $1,783,099 | $1,783,099 |
| CORPORATE STOCK - SCHEDULE 8 | $2,885,395 | $2,885,395 |
| CORPORATE STOCK | ||
| CORPORATE STOCK - SCHEDULE 17 | $6,589,347 | $6,589,347 |
| CORPORATE STOCK - SCHEDULE 18 | $782,459 | $782,459 |
| CORPORATE STOCK - SCHEDULE 19 | $2,850,547 | $2,850,547 |
| CORPORATE STOCK - SCHEDULE 15 | $1,892,645 | $1,892,645 |
| CORPORATE STOCK - SCHEDULE 16 | $6,883,574 | $6,883,574 |
| CORPORATE STOCK - SCHEDULE 9 | $2,150,964 | $2,150,964 |
| CORPORATE STOCK - SCHEDULE 21 | $1,714,767 | $1,714,767 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,897,714 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,897,714 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER EQUITY FUNDS - SCHEDULE 3 | FMV | $2,931,602 | $2,931,602 |
| OTHER INVESTMENTS - SCHEDULE 13 | FMV | $376,171 | $376,171 |
| FIXED INCOME MUTUAL FUNDS - SCHEDULE 2 | FMV | $2,158,847 | $2,158,847 |
| OTHER EQUITY FUNDS - SCHEDULE 15 | FMV | $317,390 | $317,390 |
| OTHER MUTUAL FUNDS | FMV | ||
| OTHER INVESTMENTS - SCHEDULE 10 | FMV | $2,629,286 | $2,629,286 |
| FIXED INCOME MUTUAL FUNDS - SCHEDULE 12 | FMV | $6,719,357 | $6,719,357 |
| OTHER MUTUAL FUNDS - SCHEDULE 20 | FMV | $847,616 | $847,616 |
| OTHER INVESTMENTS - SCHEDULE 3 | FMV | $1,698,097 | $1,698,097 |
| OTHER MUTUAL FUNDS - SCHEDULE 14 | FMV | $580,091 | $580,091 |
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 | Purchased Interest | Desc |
| BOY Book Value | $2,864 | BOYBookValueAmt |
| EOY Book Value | $979 | EOYBookValueAmt |
| EOYFMV | $979 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (26 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CERTIFICATE FEES | $13,684 | $13,684 | |
| CONTRIBUTIONS FROM K-1 | $48 | $48 | |
| DUES/MEMBERSHIPS | $2,750 | $550 | $2,200 |
| FOREIGN DIVIDEND TAX | $16,776 | $16,776 | |
| FOREIGN TAX PAID ON K-1'S | $6,511 | $6,511 | |
| INSURANCE | $750 | $375 | $375 |
| LOSS FROM PRTSHP-ACCESS MIDSTRM PTRS LP | $777 | $777 | |
| LOSS FROM PRTSHP-ANTERO MIDSTREAM PTRS L | $244 | $244 | |
| LOSS FROM PRTSHP-COAST ACCESS | $1,435 | $1,435 | |
| LOSS FROM PRTSHP-EQT GP HOLDINGS | $1,158 | $1,158 | |
| LOSS FROM PRTSHP-MARKWEST ENERGY PTRS LP | $4,173 | $4,173 | |
| LOSS FROM PRTSHP-PLAINS ALL AMER PIPELIN | $8,103 | $8,103 | |
| LOSS FROM PRTSHP-RICE MIDSTREAM PTRS | $5,313 | $5,313 | |
| LOSS FROM PRTSHP-SUNOCO LOGISTICS | $32,992 | $32,992 | |
| LOSS FROM PRTSHP-VALERO ENERGY PTRS | $438 | $438 | |
| LOSS FROM PRTSHP-WILLIAMS PTRS LP | $23,489 | $23,489 | |
| LOSS FROM PTRSHP OTHER RENT-COAST ACCESS | $11 | $11 | |
| LoSS FROM PTRSHP RENTAL RE - COAST ACCES | $112 | $112 | |
| LOSS FROM PTRSHP RENTAL RE - WILLIAMS PT | $129 | $129 | |
| MANAGEMENT SERVICES | $87,000 | $4,350 | $82,650 |
| MISCELLANEOUS | $7,805 | $7,805 | |
| NON-DEDUCTIBLE EXPENSE FROM K-1 | $3,314 | ||
| OTHER ORD LOSS FROM PRTSHP-COAST ACCESS | $121 | $121 | |
| OTHER ORD LOSS FROM PRTSHP-DONALD SMITH: | $192 | $192 | |
| OTHER PORTFOLIO LOSSES FROM COAST ACCESS | $58 | $58 | |
| PORTFOLIO DEDUCTIONS FROM K-1'S | $62,349 | $62,349 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $35,070 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $35,070 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX ADJUSTMENT | Desc |
| Amt | $11 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $359,821 | Amt |
| Net Investment Income | $359,821 | 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 | $95,200 | Amt |