BEN AND MAYTEE FISCH FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BEN AND MAYTEE FISCH FOUNDATION (EIN 75-2732192)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-10
- IRS object ID
- 201513149349100601
- Schema version
- 2014v5.0
- 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 | 2015-11-10T06:11:02-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-11-10 | 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 | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $68,032,639 | 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 | $217,535 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $86 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $86 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,338,373 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,338,373 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,799,011 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,573,957 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,799,011 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $37,467 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $37,467 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,392,472 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,174,937 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $25,698 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,140 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,558 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $411,448 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $411,448 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $612 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $612 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $58,597 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $6,947 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,389 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,558 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $237,036 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $177,083 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $85,355 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $740,338 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $595,672 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $111,471 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,856,778 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,856,778 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,597,116 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $595,672 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,968,249 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,795,356 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,579,265 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,774,105 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,215,805 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,215,805 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,983,311 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,487,444 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,668,301 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $30,036,283 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,825,275 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,386,400 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $813,449 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,075,142 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,088,906 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $16,918,426 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,716,623 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,649,307 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,099 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,099 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $23,259 | OtherAssetsBOYAmt |
| Other Assets EOY | $23,920 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $23,920 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $56,548,833 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,344,209 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $68,032,639 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $56,548,833 | RetainedEarningBOYAmt |
| Retained Earning EOY | $59,344,209 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $56,548,833 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,344,209 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $56,548,833 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,344,209 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $56,548,833 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,795,356 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20 | OtherIncreasesAmt |
| Subtotal | $59,344,209 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $59,344,209 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 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 | 2014-01-01 | 2014-12-31 | $49,771 | $49,771 | $49,771 | |
| capital gain distributions | P | 2014-01-01 | 2014-12-31 | $103,491 | $103,491 | $103,491 | |
| GOLDMAN SACHS COVERED S/T - SEE SCH 30 | P | 2014-01-01 | 2014-12-31 | $3,690,676 | $259,815 | $259,815 | $3,430,861 |
| GS S/T WASH SALE DISALLOWED - SEE SCH 30 | P | 2014-01-01 | 2014-12-31 | $13,247 | $13,247 | $13,247 | |
| GOLDMAN SACHS NON-COVER S/T - SEE SCH 30 | P | 2014-01-01 | 2014-12-31 | $606,237 | $1,464 | $1,464 | $604,773 |
| GOLDMAN SACHS COVERED L/T - SEE SCH 30 | P | 2000-01-01 | 2014-12-31 | $4,121,296 | $1,088,802 | $1,088,802 | $3,032,494 |
| GS S/T WASH SALE DISALLOWED - SEE SCH 30 | P | 2000-01-01 | 2014-12-31 | $423 | $423 | $423 | |
| GOLDMAN SACHS NON-COVER L/T - SEE SCH 30 | P | 2000-01-01 | 2014-12-31 | $3,686,369 | $905,914 | $905,914 | $2,780,455 |
| GS NON-REPORTED L/T - SEE SCH 30 | P | 2000-01-01 | 2014-12-31 | $125,000 | $14,827 | $14,827 | $110,173 |
| MERRILL LYNCH COVERED S/T - SEE SCH 29 | P | 2014-01-01 | 2014-12-31 | $7,118,637 | $117,910 | $117,910 | $7,000,727 |
| ML S/T WASH SALE DISALLOWED - SEE SCH 29 | P | 2014-01-01 | 2014-12-31 | $16,642 | $16,642 | $16,642 | |
| ML NON-COVERED S/T - SEE SCH 29 | P | 2014-01-01 | 2014-12-31 | $428,976 | -$5,536 | -$5,536 | $434,512 |
| ML S/T WASH SALE DISALLOWED - SEE SCH 29 | P | 2014-01-01 | 2014-12-31 | -$48 | -$48 | $48 | |
| MERRILL LYNCH COVERED L/T - SEE SCH 29 | P | 2000-01-01 | 2014-12-31 | $10,572,310 | $2,163,874 | $2,163,874 | $8,408,436 |
| ML L/T WASH SALE DISALLOWED - SEE SCH 29 | P | 2000-01-01 | 2014-12-31 | $9,939 | $9,939 | $9,939 | |
| ML NON-COVERED L/T - SEE SCH 29 | P | 2000-01-01 | 2014-12-31 | $988,487 | $41,267 | $41,267 | $947,220 |
| ML L/T WASH SALE DISALLOWED - SEE SCH 29 | P | 2000-01-01 | 2014-12-31 | $646 | $646 | $646 | |
| ML NON-REPORTED L/T - SEE SCH 29 | P | 2000-01-01 | 2014-12-31 | $1,031,576 | $6,329 | $6,329 | $1,025,247 |
| ONEOK PTRS DISTRIB IN EXCESS OF BASIS | P | 2000-01-01 | 2014-12-31 | $10,234 | $10,234 | $10,234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,799,011 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,918,127 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $62,840,876 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04644 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,746,129 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $58,321,947 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04709 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,129,386 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $57,524,010 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03702 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,568,981 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $48,288,872 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03249 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,544,726 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,344,616 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05864 | DistributionYr5Rt |
| Total Distribution | 0.22167 | TotalDistributionRt |
| Average Distribution | 0.04433 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $67,223,890 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,980,237 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $55,793 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,036,030 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,968,249 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $111,585 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $111,585 | SubtotalAmt |
| Tax Based On Investment Income | $111,585 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53,942 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $87,200 | AppliedToEsTaxAmt |
| Total Payments And Credits | $141,142 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,577 | EsPenaltyAmt |
| Overpayment | $27,980 | OverpaymentAmt |
| Applied To ES Tax | $27,980 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2013 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | 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 | $196,846 |
| Goldman Sachs & Co | |||||
| 100 Cresent Court Suite 1000 | Dallas | TX | 75201 | Brokerage | $214,602 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $65,428,447 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,811,756 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,401 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,247,604 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $68,247,604 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,023,714 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,223,890 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,361,195 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,361,195 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $111,585 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $111,585 | TotalTaxAmt |
| Distributable Before Adj | $3,249,610 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,249,610 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,249,610 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,968,249 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,968,249 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,968,249 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,249,610 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,994,122 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,968,249 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,968,249 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Taxable2 | $25,873 | Taxable2Amt |
| Undistributed Income CY | $3,249,610 | 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 (88 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 | $10,000 |
| EAST TEXAS FOOD BANK | |||||||
| 3201 ROBERTSON ROAD | TYLER | TX | 75701 | NONE | PC | GENERAL SUPPORT / SENIOR BOX PROGRAM | $100,400 |
| CHILDREN'S VILLAGE AND FAMILY SERVI | |||||||
| PO BOX 6564 | TYLER | TX | 75711 | NONE | PC | PAVING IMPROVMENTS TO NEW BUILDING | $23,375 |
| 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 | GED CLASSES | $30,000 |
| TYLER DAY NURSERY | |||||||
| 2901 WEST GENTRY PARKWAY | TYLER | TX | 75702 | NONE | PC | READY, SET, SAFE PLAY | $30,000 |
| TYLER LIONS YOUTH SPORTS | |||||||
| PO BOX 1354 | TYLER | TX | 75710 | NONE | PC | TYLER LIONS YOUTH SPORTS COMMUNITY OUTREACH PROGRAM | $2,000 |
| MAKE A WISH FOUNDATION OF NORTH TEX | |||||||
| 215 WINCHESTER DRIVE | TYLER | TX | 75701 | NONE | PC | WISH GRANTING IN NORTHEAST TEXAS | $28,000 |
| BOYS GIRLS CLUB OF EAST TEXAS INC | |||||||
| 504 W 32ND STREET | TYLER | TX | 75702 | NONE | PC | COMPREHENSIVE MENTORING PROGRAMS | $50,000 |
| EAST TEXAS SYMPHONY ORCHESTRA | |||||||
| PO BOX 6323 | TYLER | TX | 75711 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| ST PAUL CHILDREN'S FOUNDATION | |||||||
| 1358 EAST RICHARDS STREET | TYLER | TX | 75702 | NONE | PC | ST. PAUL CHILDREN'S MEDICAL/DENTAL CLINICS AND FOUNDATION | $20,480 |
| YOUNG AUDIENCES OF NORTHEAST TEXAS | |||||||
| 200 EAST AMHERST | TYLER | TX | 75701 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| PARENTS ANONYMOUS OF TYLER | |||||||
| 717 WEST HOUSTON | TYLER | TX | 75702 | NONE | PC | MIDDLE WAY PARENTING PROGRAM | $35,000 |
| CANCER FOUNDATION FOR LIFE | |||||||
| PO BOX 8257 | TYLER | TX | 75711 | NONE | PC | CANCER FOUNDATION FOR LIFE (CFFL) AND THE FITSTEPS FOR LIFE (FSFL) PROGRAM | $60,000 |
| TYLER WOMEN'S BUILDING | |||||||
| 911 S BROADWAY | TYLER | TX | 75711 | PC | TYLER WOMEN'S BUILDING, INC CELEBRITY CHEF EVENT FOR 2014 | $2,500 | |
| CONGREGATIONAL BETH EL | |||||||
| 1010 CHARLESTON DRIVE | TYLER | TX | 75703 | NONE | PC | 2014 BUDGET | $36,000 |
| BETHESDA HEALTH CLINIC | |||||||
| 409 WEST FERGUSON | TYLER | TX | 75702 | NONE | PC | DIABETIC PROGRAM FOR WORKING UNINSURED | $25,000 |
| UNIVERSITY OF TEXAS AT TYLER | |||||||
| 3900 UNIVERSITY BLVD | TYLER | TX | 75799 | NONE | PC | COLLEGE OF PHARMACY/ALUMNI-FACULTY HOUSE | $1,000,000 |
| ALZHEIMER'S ALLIANCE OF SMITH COUNT | |||||||
| 211 WINCHESTER DR | TYLER | TX | 75701 | NONE | PC | 2014 PROGRAMS & SERVICES SUPPORT | $35,000 |
| HABITAT FOR HUMANITY OF SMITH COUNT | |||||||
| 822 W FRONT STREET | TYLER | TX | 75702 | NONE | PC | GENERAL OPERATING SUPPORT FOR SMITH COUNTY HABITAT FOR HUMANITY | $35,000 |
| UNITED WAY OF SMITH COUNTY | |||||||
| 4000 SOUTHPARK DRIVE | TYLER | TX | 75703 | NONE | PC | BUILD UNITED AND EAST TEXAS CENTER FOR NONPROFITS | $118,333 |
| LEADERSHIP TYLER | |||||||
| 315 NORTH BROADWAY | TYLER | TX | 75702 | NONE | PC | LEADERSHIP TYLER AND CORE SESSION AND GENERAL SUPPORT | $25,000 |
| CASA FOR KIDS OF EAST TX | |||||||
| 318 E FIFTH ST | TYLER | TX | 75701 | NONE | PC | VOLUNTEER ADVOCATE RECRUITMENT, TRAINING AND SUPPORT | $24,000 |
| PARENT SERVICES CENTER | |||||||
| 4411 OLD BULLARD ROAD SUITE 602 | TYLER | TX | 75703 | NONE | PC | PARENT EDUCATION PROGRAM | $25,000 |
| SMITH COUNTY CHAMPIONS FOR CHILDREN | |||||||
| 4883 HIGHTECH DRIVE | TYLER | TX | 75703 | NONE | PC | SUCCESSFUL BEGINNINGS | $35,000 |
| YMCA OF TYLER TX INC | |||||||
| 225 S VINE AVE | TYLER | TX | 75702 | NONE | PC | SAFETY AND SERVICE AND YMCA CHILDCARE PROGRAMS | $32,900 |
| ATHENS SAMARITANS | |||||||
| 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 SUPPORT FOR THE SALVATION ARMY IN TYLER | $30,000 |
| SOUTH TYLER ROTARY FOUNDATION | |||||||
| P O BOX 7153 | TYLER | TX | 75711 | NONE | PC | SOUTH TYLER ROTARY CLUB SPAGHETTI SUPPER | $3,000 |
| TISD FOUNDATION | |||||||
| 315 N BROADWAY AVE STE 401 | TYLER | TX | 75702 | NONE | PC | SUPPORT OUR TYLER SCHOOLS | $40,000 |
| BUCKNER CHILDREN FAMILY SERVICES | |||||||
| 110E COTTON ST | LONGVIEW | TX | 75601 | NONE | PC | NINOS DE PROMESA / BUCKNER LONGVIEW | $50,000 |
| JUNIOR ACHIEVEMENT OF THE GREATER T | |||||||
| 2737 S BROADWAY AVE STE 207 | TYLER | TX | 75701 | NONE | PC | JUNIOR ACHIEVEMENT PROJECT AT PEETE, BIRDWELL, ORR, DIXIE AND RAMEY ELEMENTARY SCHOOLS | $24,825 |
| JEWISH CHILDREN'S REGIONAL SERVICEJ | |||||||
| PO BOX 7368 | METAIRIE | LA | 70010 | NONE | PC | SUPPORT OF JCRS PROGRAMS AND SERVCES IN EAST TEXAS | $5,000 |
| THE FAMILY PEACE PROJECT | |||||||
| P O BOX 1723 | ATHENS | TX | 75751 | NONE | PC | PHASE I OF FACILITY EXPANSION - PREPARING THE WAY | $9,975 |
| THERAPET FOUNDATION | |||||||
| PO BOX 130118 | TYLER | TX | 75713 | NONE | PC | THERAPET SKILLS CLASS | $15,000 |
| ANGEL LAYETTES INC | |||||||
| PO BOX 6618 | TYLER | TX | 75711 | NONE | PC | ANGEL LAYETTES | $20,700 |
| FRIENDS OF PARTNERS IN PREVENTION | |||||||
| PO BOX 1952 | LONGVIEW | TX | 75606 | NONE | PC | LONGVIEW BRIDGES OUT OF POVERTY AND MENTORING PROGRAM | $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 | $22,200 |
| CIRCLE OF TEN | |||||||
| 205 E COMMERCE 205 | JACKSONVILLE | TX | 75766 | NONE | PC | Expanding Community Collaboratives and Building Agency Capacity towards Community & Economic Development | $60,000 |
| THE CLOTHES CLOSET MORE | |||||||
| 314 S MAIN ST | JACKSONVILLE | TX | 75766 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| 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 | GENERAL OPERATING SUPPORT | $12,500 |
| EAST TEXAS COMMUNITIES FOUNDATION | |||||||
| 315 N BROADWAY | TYLER | TX | 75702 | NONE | PC | SHINE YOUR LIGHT COMMUNITY CAMPAIGN AND BERGFIELD PARK IMPROVEMENT PROJECT | $35,000 |
| ETMC FOUNDATION | |||||||
| PO BOX 6400 | TYLER | TX | 75711 | NONE | PC | SANE DOCUMENTATION CAMERA SYSTEM | $22,700 |
| HISPANIC AMERICAN ASSOCIATION OF EA | |||||||
| 1111 E ERWIN | TYLER | TX | 75701 | NONE | PC | LEAP TO USC | $15,000 |
| THE LEUKEMIA LYMPHOMA SOCIETY N TX | |||||||
| 8111 LBJ FREEWAY | DALLAS | TX | 75251 | NONE | PC | EAST TEXAS TRAVEL ASSISTANCE,PATIENT EDUCATION & OUTREACH | $5,000 |
| MADD EAST TEXAS | |||||||
| 215 WINCHESTER 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 | OLD GRIFFIN EXPANSION PROJECT | $35,000 |
| NORTHEAST TEXAS CHILD ADVOCACY CENT | |||||||
| PO BOX 484 | WINNSBORO | TX | 75494 | NONE | PC | COUNSELING PROGRAM | $13,930 |
| PEOPLE ATTEMPTING TO HELP PATH | |||||||
| 402 W FRONT | TYLER | TX | 75702 | NONE | PC | PEOPLE ATTEMPTING TO HELP(PATH)AND PATH SAVING SIGHT VISION SERVICES | $45,000 |
| TEXAS RAMP PROJECT | |||||||
| PO BOX 832065 | RICHARDSON | TX | 75083 | NONE | PC | EAST TEXAS RAMP PROJECT | $12,500 |
| TYLER JUNIOR COLLEGE FOUNDATION | |||||||
| PO BOX 9020 | TYLER | TX | 75711 | NONE | PC | DAVINCI EXHIBIT SPONSORSHIP | $5,000 |
| UNIVERSITY HEALTH SCIENC CENTER AT | |||||||
| 11937 US HWY 271 | TYLER | TX | 75708 | NONE | PC | MEDICAL SCHOLARS ACADEMY | $1,000 |
| WINNSBORRO COMMUNITY RESOURCE CENTE | |||||||
| PO BOX 268 | WINNSBORO | TX | 75494 | NONE | PC | WINNSBORRO COMMUNITY RESOURCE CENTER | $8,000 |
| ALTO ECONOMIC DEVELOPMENT CORP | |||||||
| PO BOX 7 | ALTO | TX | 75925 | NONE | PC | ALTO HEALTH FOR ALL | $5,000 |
| ANDREWS CENTER BEHAVIORAL HEALTHCAR | |||||||
| 2323 W FRONT ST | TYLER | TX | 75702 | NONE | PC | REACHING CHILDREN WITH ASD | $60,000 |
| COMMUNITIES IN SCHOOLS OF EAST TEXA | |||||||
| PO BOX 1233 | MARSHALL | TX | 75672 | NONE | PC | COMMUNITIES IN SCHOOLS OF EAST TEXAS, INC. | $17,500 |
| WINDRIDGE THERAPEUTIC EQUESTRIAN CE | |||||||
| PO BOX 5932 | LONGVIEW | TX | 75608 | N/A | PC | WINDRIDGE'S FALL MATCHING GRANT | $20,000 |
| DORS COMMUNITY SERVICES | |||||||
| PO BOX 1286 | LONGVIEW | TX | 75606 | N/A | PC | YOUTH TRANITION CENTER | $20,000 |
| GREAT FOUNDATIONS INC | |||||||
| 307 N GLENWOOD BLVD | TYLER | TX | 75702 | N/A | PC | BRIDGING THE GAP | $5,000 |
| HENDERSON COUNTY FOOD PANTRY | |||||||
| PO BOX 2062 | ATHENS | TX | 75751 | N/A | PC | PROTEIN AND CLEAN | $3,500 |
| LUTHERAN SOCIAL SERVICES OF THE SOU | |||||||
| 8305 CROSS PARK DRIVE | AUSTIN | TX | 78754 | NONE | PC | TYLER FOSTER IN TEXAS AND TRAMA-INFORMED CARE | $5,000 |
| SAMARITAN COUNSELING CENTER OF TYLE | |||||||
| 100 E FERGUSON SUITE 608 | TYLER | TX | 75702 | N/A | PC | CAPITAL CAMPAIGN FOR A BUILDING TO HOUSE CFFL AND SCCT | $50,000 |
| SPCA OF EAST TEXAS | |||||||
| PO BOX 132899 | TYLER | TX | 75713 | N/A | PC | COMMUNITY ASSISTANCE FUND | $7,500 |
| THE ARC OF SMITH COUNTY | |||||||
| 5520 OLD BULLARD ROAD 111 | TYLER | TX | 75703 | N/A | PC | GENERAL FUNDS | $25,000 |
| TYLER-SMITH COUNTY CHILD WELFARE BO | |||||||
| PO BOX 132494 | TYLER | TX | 75713 | N/A | PC | BAACK TO SCHOOL CLOTHING ALLOWANCE | $5,000 |
| MOUNT VERNON MUSIC ASSOCIATION | |||||||
| 6337 LANGE CIRCLE | DALLAS | TX | 75214 | N/A | PC | SENIOR CITIZEN OUTREACH PERFORMANCES | $2,500 |
| NEXT STEP COMMUNITY SOLUTIONS | |||||||
| 305 S BROADWAY SUITE 603 | TYLER | TX | 75702 | N/A | PC | GENERAL OPERATIONS | $20,000 |
| ACHIEVING DREAMS | |||||||
| PO BOX 131418 | TYLER | TX | 75713 | NONE | PC | DREAM MAKERS | $5,000 |
| ART OF PEACE FESTIVAL | |||||||
| 1010 CHARLESTON DRIVE | TYLER | TX | 75703 | NONE | PC | ART OF PEACE FESTIVAL - TYLER, TX | $3,000 |
| BROWNSBORO ISD EDUCATION FOUNDATION | |||||||
| PO BOX 465 | BROWNSBORO | TX | 75756 | NONE | PC | CREATING THE VIABLE EDUCATION FOUNDATION FOR K-12 BROWNBORO ISD | $5,000 |
| BULLARD COMMUNITY LIBRARY | |||||||
| 211 W MAIN STREET | BULLARD | TX | 75757 | NONE | PC | COMPUTERS FOR ALL | $4,224 |
| DALLAS HOLOCAUST MUSEUMCENTER FOR E | |||||||
| 211 NORTH RECORD STREET SUITE 100 | DALLAS | TX | 75202 | NONE | PC | REGIONS 7 & 8 HOLOCAUST EDUCATION INITIATIVE | $25,000 |
| EASTTEXAS CORNERSTONE ASSISTANCE NE | |||||||
| 200 N BECKHAM DR | TYLER | TX | 75702 | NONE | PC | CORNERSTONE JOBS | $20,000 |
| 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 | |||||||
| 317 FIRST MONDAY LANE | CANTON | TX | 75103 | NONE | PC | OPERATION FACELIFT | $20,000 |
| GIVE SOLES | |||||||
| 3609 WHITE SETTLEMENT ROAD | FORT WORTH | TX | 76107 | NONE | PC | PLAYGROUND EQUIPMENT FOR YFEC | $10,236 |
| HELPING HANDS OF KILGORE | |||||||
| 201 S MARTIN | KILGIRE | TX | 75662 | NONE | PC | HELPING HANDS: FIGHT POVERTY | $2,500 |
| HENDERSON COUNTY COMMUNITY PARTNERS | |||||||
| 420 ATHENS BRICK ROAD | ATHENS | TX | 75752 | NONE | PC | GENERAL OPERATING FUNDS | $5,000 |
| HOLT HOUSE | |||||||
| 709 SOUTH BOIS DARC | TYLER | TX | 75701 | NONE | PC | THE SUSTAINABILITY PROJECT | $10,000 |
| LIBERTY THEATER | |||||||
| 103 E ERWIN | TYLER | TX | 75702 | NONE | PC | LIBERTY HALL 2014-15 | $5,000 |
| NEW CREATION FOUNDATION INC | |||||||
| 1204 W NOBLE | TROUP | TX | 75789 | NONE | PC | NEW CREATION | $5,000 |
| SMITH COUNTY BAR ASSOCIATION | |||||||
| PO BOX 7248 | TYLER | TX | 75711 | NONE | PC | CONSTITUTION DAY 2014 | $3,500 |
| SULPHUR SPRINGS ISD | |||||||
| 631 CONNALLY STREET | SULPHUR SPRINGS | TX | 75482 | NONE | PC | REVITALIZING THE SULPHUR SPRINGS EDUCATION FOUNDATION | $5,000 |
| THE WOMEN'S FUND OF SMITH COUNTY | |||||||
| 601 SHELLEY DRIVE | TYLER | TX | 75701 | NONE | PC | FOURTH PARTNERS GENERAL SUPPORT REQUEST | $25,000 |
| WOOD COUNTY CHILD PROTECTION BOARD | |||||||
| PO BOX 517 | QUITMAN | TX | 75783 | NONE | PC | WOOD COUNTY RAINBOW SHOWER | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,856,778 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,338,373 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,467 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,799,011 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,174,937 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,174,937 | 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 | $217,535 | 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 | $25,698 | Amt |
| Net Investment Income | $5,140 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20,558 | 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 17 | BondNm |
| EOY Book Value | $1,075,142 | EOYBookValueAmt |
| EOYFMV | $1,088,906 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK - SCHEDULE 4 | $1,879,487 | $2,228,244 |
| CORPORATE STOCK - SCHEDULE 5 | $1,665,209 | $1,963,380 |
| CORPORATE STOCK - SCHEDULE 6 | $1,908,006 | $2,691,659 |
| CORPORATE STOCK - SCHEDULE 14 | $460,000 | $497,260 |
| CORPORATE STOCK - SCHEDULE 7 | $1,578,769 | $1,893,010 |
| CORPORATE STOCK - SCHEDULE 8 | $2,269,166 | $2,799,289 |
| CORPORATE STOCK - SCHEDULE 9 | $1,634,746 | $2,273,348 |
| CORPORATE STOCK - SCHEDULE 24 | $5,555,779 | $6,832,416 |
| CORPORATE STOCK - SCHEDULE 25 | $691,340 | $809,013 |
| CORPORATE STOCK - SCHEDULE 26 | $2,711,515 | $2,835,701 |
| CORPORATE STOCK - SCHEDULE 19 | $1,740,398 | $1,957,685 |
| CORPORATE STOCK - SCHEDULE 23 | $6,097,425 | $6,910,020 |
| CORPORATE STOCK - SCHEDULE 10 | $906,542 | $976,163 |
| CORPORATE STOCK - SCHEDULE 28 | $1,726,893 | $1,719,212 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,487,444 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,668,301 | 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 | AT COST | $4,082,560 | $4,503,551 |
| OTHER INVESTMENTS - SCHEDULE 15 | AT COST | $409,936 | $420,436 |
| FIXED INCOME MUTUAL FUNDS - SCHEDULE 2 | AT COST | $2,186,664 | $2,096,856 |
| OTHER EQUITY FUNDS - SCHEDULE 20 | AT COST | $323,542 | $327,838 |
| OTHER MUTUAL FUNDS - SCHEDULE 22 | AT COST | $1,530,284 | $1,439,813 |
| OTHER INVESTMENTS - SCHEDULE 11 | AT COST | $725,501 | $3,456,198 |
| FIXED INCOME MUTUAL FUNDS - SCHEDULE 13 | AT COST | $6,259,658 | $6,219,007 |
| OTHER MUTUAL FUNDS - SCHEDULE 27 | AT COST | $897,860 | $889,430 |
| OTHER INVESTMENTS - SCHEDULE 3 | AT COST | $1,000,000 | $991,000 |
| OTHER MUTUAL FUNDS - SCHEDULE 18 | AT COST | $300,618 | $305,178 |
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 (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Income in Transit | $21,806 | $21,056 | $21,056 |
| Purchased Interest | $1,453 | $2,864 | $2,864 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (25 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CERTIFICATE FEES | $12,233 | $12,233 | |
| CONTRIBUTIONS FROM K-1 | $52 | $52 | |
| DUES/MEMBERSHIPS | $2,725 | $545 | $2,180 |
| FOREIGN TAX PAID ON K-1'S | $6,686 | $6,686 | |
| FORIEGN DIVIDEND TAX | $16,609 | $16,609 | |
| INSURANCE | $750 | $375 | $375 |
| LOSS FROM PRTSHP-ACCESS MIDSTRM PTRS LP | $12,301 | $12,301 | |
| LOSS FROM PRTSHP-COAST ACCESS | $2,935 | $2,935 | |
| LOSS FROM PRTSHP-EL PASO PIPELINE PTRS L | $1,363 | $1,363 | |
| LOSS FROM PRTSHP-ENTERPRISE PROD PARTNER | $2,334 | $2,334 | |
| LOSS FROM PRTSHP-MARKWEST ENERGY PTRS LP | $14,465 | $14,465 | |
| LOSS FROM PRTSHP-ONEOK PARTNERS | $933 | $933 | |
| LOSS FROM PRTSHP-RICE MIDSTREAM PTRS | $794 | $794 | |
| LOSS FROM PRTSHP-SUNOCO LOGISTICS | $22,012 | $22,012 | |
| LOSS FROM PTRSHP OTHER RENT-COAST ACCESS | $24 | $24 | |
| LoSS FROM PTRSHP RENTAL RE - COAST ACCES | $41 | $41 | |
| MISCELLANEOUS | $4,246 | $4,246 | |
| NON-DEDUCTIBLE EXPENSE FROM K-1 | $4,068 | ||
| OTHER DEDUCTIONS FROM FINAL K-1's | $27 | $27 | |
| OTHER ORD LOSS FROM PRTSHP-ARTISIAN:DYNA | $801 | $801 | |
| OTHER ORD LOSS FROM PRTSHP-COAST ACCESS | $310 | $310 | |
| PORTFOLIO DEDUCTIONS | $73,047 | $73,047 | |
| PRIOR PERIOD ADJ TO N/D EXPENSE | -$29,470 | ||
| SECRETARIAL SERVICES | $87,000 | $4,350 | $82,650 |
| SUBSCRIPTIONS | $750 | $600 | $150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $37,467 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $37,467 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX ADJUSTMENT | Desc |
| Amt | $20 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $411,448 | Amt |
| Net Investment Income | $411,448 | 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 | $58,597 | Amt |