THE FELDMAN FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: THE FELDMAN FAMILY FOUNDATION (EIN 20-2098529)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-10-30
IRS object ID: 201443039349100604
Schema version: 2013v3.0
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
Depreciation Schedule
General Explanation Attachment
Investments Corp Stock Schedule
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-10-30T09:56:08-05:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	752134417	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	VOGEL CPAS PC	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	12400 COIT ROAD SUITE 1000	AddressLine1
City	DALLAS	City
State	TX	State
ZIP Code	752512005	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	202098529	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE FELDMAN FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	FELD	BusinessNameControlTxt
Phone	9727566032	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1431 GREENWAY DRIVE NO 360	AddressLine1
City	IRVING	City
State	TX	State
ZIP Code	750382410	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT L FELDMAN	PersonNm
Person Title	VICE PRESIDENT	PersonTitleTxt
Phone	9727566032	PhoneNum
Signature	2014-10-23	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PATRICIA A WILLIAMSON CPA	PreparerPersonNm
PTIN	P00083239	PTIN
Phone	2143465800	PhoneNum
Preparation	2014-10-23	PreparationDt

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$73,929,405	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	$7,905,275	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$1,596,917	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,596,917	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$2,921,062	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$23,558,809	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$2,921,062	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$36,446	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$36,446	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$12,459,700	TotalRevAndExpnssAmt
Total Net Invst Incm	$4,554,425	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$120,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$12,000	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$108,000	CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$9,013	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$901	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$8,112	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$169,706	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$25,455	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$144,251	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$67,070	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$33,535	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$33,535	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$318,395	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$222,395	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$96,000	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$78	InterestRevAndExpnssAmt
Interest Net Invst Incm	$78	InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$120,475	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$36,244	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$1,170	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$193	DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss	$21,786	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$2,179	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$19,607	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$9,232	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$9,232	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$182,940	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$76,118	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$106,424	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,019,865	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$409,098	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$525,161	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,034,933	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$3,034,933	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$4,054,798	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$409,098	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$3,560,094	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$8,404,902	ExcessRevenueOverExpensesAmt
Net Investment Income	$4,145,327	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$492,302	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$616,381	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$616,381	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$45,344,329	CorporateStockBOYAmt
Corporate Stock EOY	$50,238,337	CorporateStockEOYAmt
Corporate Stock EOYFMV	$53,971,392	CorporateStockEOYFMVAmt
Other Investments BOY	$11,392,130	OtherInvestmentsBOYAmt
Other Investments EOY	$14,763,367	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$19,312,048	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$5,570	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$3,450	LandBldgEquipAccumDeprecAmt
Land BOY	$1,129	LandBOYAmt
Land EOY	$2,120	LandEOYAmt
Land EOYFMV	$2,120	LandEOYFMVAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$27,464	OtherAssetsEOYAmt
Other Assets EOYFMV	$27,464	OtherAssetsEOYFMVAmt
Total Assets BOY	$57,229,890	TotalAssetsBOYAmt
Total Assets EOY	$65,647,669	TotalAssetsEOYAmt
Total Assets EOYFMV	$73,929,405	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$30,371	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$43,248	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$30,371	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$43,248	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$34,537,673	CapitalStockBOYAmt
Capital Stock EOY	$34,537,673	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$22,661,846	RetainedEarningBOYAmt
Retained Earning EOY	$31,066,748	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$57,199,519	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$65,604,421	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$57,229,890	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$65,647,669	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$57,199,519	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$8,404,902	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$65,604,421	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$65,604,421	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (104 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Gross Sales PriceGrossSalesPriceAmt	SoldSoldDt	AcquiredAcquiredDt
HG CAPITAL IX	P	$1,321	-$1,321	-$1,321
HG CAPITAL IX SEC 1231	P		$23,640	$23,640	$23,640
LONGREACH CAPITAL PARTNERS 1	P		$706	$706	$706
SENTINEL CAPITAL PARTNERS III	P		$194,268	$194,268	$194,268
SENTINEL CAPITAL PARTNERS IV-A	P		$127,649	$127,649	$127,649
SENTINEL CAPITAL PARTNERS IV	P		$138,118	$138,118	$138,118
SENTINEL CAPITAL PARTNERS IV SEC 1231	P	$3	-$3	-$3
ACL ALTERNATIVE FUND SAC LIMITED	P		$18,045	$18,045	$18,045
ACL ALTERNATIVE FUND SAC LIMITED	P	$4,959	-$4,959	-$4,959
AMANA INCOME FUND	P	$313,818	$40,542	$40,542	$354,360	2013-02-07
HARBOR BOND FUND	P	$102,809	-$974	-$974	$101,835	2013-03-12
HARBOR BOND FUND	P	$4,438,302	-$185,128	-$185,128	$4,253,174	2013-07-29
SECTOR SPDR ENGY SELECT SHARES	P	$725,375	$73,209	$73,209	$798,584	2013-06-19	2012-10-09
SECTOR SPDR ENGY SELECT SHARES	P	$384,893	$58,702	$58,702	$443,595	2013-09-19	2012-10-09
VANGUARD DIV GROWTH FD	P	$712,941	$45,110	$45,110	$758,051	2013-03-26	2012-12-19
VANGUARD DIV GROWTH FD	P	$549,949	$66,602	$66,602	$616,551	2013-06-19	2012-12-19
VANGUARD FTSE EMERGING MARKETS	P	$42	$2	$2	$44	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$42	$2	$2	$44	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$125	$8	$8	$133	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$167	$10	$10	$177	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$208	$13	$13	$221	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$250	$16	$16	$266	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$458	$29	$29	$487	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$458	$29	$29	$487	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$458	$29	$29	$487	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$500	$31	$31	$531	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$583	$37	$37	$620	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$708	$44	$44	$752	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$708	$44	$44	$752	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$1,249	$79	$79	$1,328	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$1,583	$99	$99	$1,682	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$2,082	$131	$131	$2,213	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$2,915	$183	$183	$3,098	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$4,165	$261	$261	$4,426	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$4,165	$261	$261	$4,426	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$4,165	$261	$261	$4,426	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$5,664	$355	$355	$6,019	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$8,371	$525	$525	$8,896	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$9,370	$588	$588	$9,958	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$10,412	$652	$652	$11,064	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$16,659	$1,044	$1,044	$17,703	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$17,367	$1,089	$1,089	$18,456	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$18,783	$1,177	$1,177	$19,960	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$28,111	$1,763	$1,763	$29,874	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$33,317	$2,089	$2,089	$35,406	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$41,938	$2,630	$2,630	$44,568	2013-02-07	2012-10-09
VANGUARD FTSE EMERGING MARKETS	P	$134,810	$8,453	$8,453	$143,263	2013-02-07	2012-10-09
VANGUARD REIT	P	$1,111,316	$77,524	$77,524	$1,188,840	2013-09-19	2012-10-09
VANGUARD REIT	P	$1,141,660	$88,894	$88,894	$1,230,554	2013-09-19	2012-10-09
YACKTMAN FUND SERVICE	P	$791,656	$83,295	$83,295	$874,951	2013-03-26	2012-10-09
YACKTMAN FUND SERVICE	P	$514,575	$82,376	$82,376	$596,951	2013-06-19	2012-10-09
AMANA INCOME FUND	P	$1,089,940	$151,815	$151,815	$1,241,755	2013-02-07
FIRST EAGLE GLOBAL FUND	P	$603,084	$106,167	$106,167	$709,251	2013-02-07	2010-05-05
FIRST EAGLE GLOBAL FUND	P	$672,179	$144,472	$144,472	$816,651	2013-06-19	2010-05-05
FIRST EAGLE GLOBAL FUND	P	$320,796	$79,204	$79,204	$400,000	2013-12-20	2010-05-05
HARBOR BOND FUND	P	$401,974	-$3,809	-$3,809	$398,165	2013-03-12	2010-10-07
HARBOR BOND FUND	P	$911,809	-$33,249	-$33,249	$878,560	2013-07-29
ISHARES TR MSCI EAFE	P	$11,350	$1,608	$1,608	$12,958	2013-09-19	2010-04-06
ISHARES TR MSCI EAFE	P	$22,700	$3,216	$3,216	$25,916	2013-09-19	2010-04-06
ISHARES TR MSCI EAFE	P	$49,997	$7,082	$7,082	$57,079	2013-09-19	2010-04-06
ISHARES TR MSCI EAFE	P	$211,054	$29,896	$29,896	$240,950	2013-09-19	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$113	$4	$4	$117	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$284	$9	$9	$293	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$284	$9	$9	$293	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$1,418	$46	$46	$1,464	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$3,290	$108	$108	$3,398	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$3,801	$124	$124	$3,925	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$4,765	$156	$156	$4,921	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$4,822	$157	$157	$4,979	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$4,822	$157	$157	$4,979	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$4,822	$157	$157	$4,979	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$4,822	$157	$157	$4,979	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$5,162	$169	$169	$5,331	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$5,389	$176	$176	$5,565	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$5,560	$181	$181	$5,741	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$5,673	$185	$185	$5,858	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$6,637	$217	$217	$6,854	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$6,864	$224	$224	$7,088	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$7,091	$231	$231	$7,322	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$8,907	$290	$290	$9,197	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$9,077	$295	$295	$9,372	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$9,134	$297	$297	$9,431	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$9,644	$314	$314	$9,958	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$10,211	$333	$333	$10,544	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$11,346	$370	$370	$11,716	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$11,970	$390	$390	$12,360	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$16,225	$528	$528	$16,753	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$27,628	$899	$899	$28,527	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$33,074	$1,077	$1,077	$34,151	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$37,272	$1,214	$1,214	$38,486	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$85,435	$2,783	$2,783	$88,218	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$414,640	$13,507	$13,507	$428,147	2013-02-07	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$5,675	$404	$404	$6,079	2013-06-19	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$5,675	$404	$404	$6,079	2013-06-19	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$6,753	$481	$481	$7,234	2013-06-19	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$85,863	$6,113	$6,113	$91,976	2013-06-19	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$90,800	$6,465	$6,465	$97,265	2013-06-19	2010-04-06
ISHARES TR MSCI EAFE INDEX FUND	P	$497,409	$35,601	$35,601	$533,010	2013-06-19	2010-04-06
VANGUARD TOTAL STOCK MKT	P	$376,990	$141,761	$141,761	$518,751	2013-03-26	2011-08-09
VANGUARD TOTAL STOCK MKT	P	$642,023	$241,415	$241,415	$883,438	2013-03-26	2011-08-09
VANGUARD TOTAL STOCK MKT	P	$212,853	$50,304	$50,304	$263,157	2013-03-26	2011-11-08
VANGUARD TOTAL STOCK MKT	P	$858,960	$263,908	$263,908	$1,122,868	2013-06-19	2011-11-08
WELLS FARGO ADVTG EMRG MKT	P	$656,271	-$56,271	-$56,271	$600,000	2013-12-20
AURELIUS CAPITAL INTERNATIONAL LTD	P	$1,000,000	$771,082	$771,082	$1,771,082	2013-01-01	2005-12-30

Field	Value	IRS element (for citing)
Capital Gain Net Income	$2,921,062	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,736,823	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$37,775,131	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.045978	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$2,167,182	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$37,329,305	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.058056	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$2,122,445	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$35,968,511	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.059008	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,558,770	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$34,424,647	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.045281	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,495,734	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$37,158,951	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.040252	DistributionYr5Rt
Total Distribution	0.248575	TotalDistributionRt
Average Distribution	0.049715	AverageDistributionRt
Net Vl Noncharitable Assets	$69,974,122	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$3,478,763	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$41,453	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$3,520,216	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$3,560,094	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	$41,453	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$41,453	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$41,453	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$76,480	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$76,480	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$1	EsPenaltyAmt
Overpayment	$35,026	OverpaymentAmt
Applied To ES Tax	$35,026	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	0	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	TX	OrgReportOrRegisterStateCd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	VOGEL CPAS PC	IndividualWithBooksNm
Phone	2143465800	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	12400 COIT RD SUITE 1000	AddressLine1
City	DALLAS	City
State	TX	State
ZIP Code	75251	ZIPCode

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
DANIEL E FELDMAN
555 BRYANT ST 260	PALO ALTO	CA	94301	PRESIDENT, DIRECTOR	40.00	$120,000	$8,825	$0
ROBERT L FELDMAN
5358 MEADERS LANE	DALLAS	TX	75229	VICE PRESIDENT, DIRECTOR	10.00	$0	$0	$0
SANDRA FELDMAN
555 BRYANT ST 260	PALO ALTO	CA	94301	DIRECTOR	0.00	$0	$0	$0
CYNTHIA FELDMAN
5358 MEADERS LANE	DALLAS	TX	75229	DIRECTOR	0.00	$0	$0	$0
JONATHAN H FELDMAN
555 BRYANT ST 260	PALO ALTO	TX	94301	DIRECTOR	0.00	$0	$0	$0
DAVID W FELDMAN
555 BRYANT ST 260	PALO ALTO	CA	94301	DIRECTOR	0.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Service TypeServiceTypeTxt	CompensationCompensationAmt
REGIS MANAGEMENT COMPANY LLC
300 HAMILTON AVE SUITE 400	PALO ALTO	CA	94301	INVESTMENT MANAGEMENT	$222,395
THOMAS FELDMAN & WILSHUSEN LLP
9400 N CENTRAL EXPWY SUITE 900	DALLAS	TX	75231	LEGAL	$150,569
FELDMAN INVESTMENT MANAGEMENT LLC
1431 GREENWAY DR SUITE 360	IRVING	TX	75038	INVESTMENT MANAGEMENT	$98,460

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$70,102,871	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$934,727	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$2,120	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$71,039,718	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$71,039,718	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,065,596	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$69,974,122	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$3,498,706	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$3,498,706	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$41,453	TaxBasedOnInvestmentIncomeAmt
Income Tax	$42,303	IncomeTaxAmt
Total Tax	$83,756	TotalTaxAmt
Distributable Before Adj	$3,414,950	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$3,414,950	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$3,414,950	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$3,560,094	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$3,560,094	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$41,453	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$3,518,641	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$3,414,950	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$183,007	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$368,387	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$551,394	TotalExcessDistributionCyovAmt
Qualifying Distributions	$3,560,094	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$3,414,950	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$145,144	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$696,538	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$696,538	ExcessDistriCyovToNextYrAmt
Excess From Year3	$183,007	ExcessFromYear3Amt
Excess From Year2	$368,387	ExcessFromYear2Amt
Excess From Current Year	$145,144	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	ROBERT L FELDMAN THE FELDMAN FAMILY	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1431 GREENWAY DRIVE SUITE 360	AddressLine1
City	IRVING	City
State	TX	State
ZIP Code	750382410	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone	9727566032	RecipientPhoneNum
Form And Info And Materials	WRITTEN REQUEST WITH FULL PROGRAM INFORMATION, TAX-EXEMPT DETERMINATION LETTER AND STATEMENT OF NEED.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1	CityRecipientForeignAddress/City	Province Or StateRecipientForeignAddress/ProvinceOrState	CountryRecipientForeignAddress/Country	Postal CodeRecipientForeignAddress/PostalCode
AMERICAN FRIENDS OF LEKET ISRAEL
1402 TEANECK ROAD 223	TEANECK	NJ	07666	NONE	N/A	NON-SPECIFIC RELIGIOUS PURPOSES	$18,600
AMERICAN FRIENDS OF MELIZ
5708 PARK HEIGHTS AVE	BALTIMORE	MD	21515	NONE	N/A	SPECIFIC CHARITABLE PURPOSE	$10,000
AMERICAN FRIENDS OF THE REUT INSTITUTE
9100 WILSHIRE BLVD SUIE 400W	BEVERLY HILLS	CA	90212	NONE	N/A	NON-SPECIFIC RELIGIOUS PURPOSES	$75,000
AMERICAN ISRAEL EDUCATIONAL FOUNDATION
251 H STREET NW	WASHINGTON	DC	20011	NONE	N/A	NON-SPECIFIC EDUCATIONAL PURPOSE	$75,000
AMERICAN JEWISH COMMITTEE
165 EAST 56 STREET	NEW YORK	NY	10022	NONE	N/A	NON-SPECIFIC CHARITABLE PURPOSE	$125,000
AMHERST COLLEGE TRUSTEES
PO BOX 5000	AMHERST	MA	010025000	NONE	N/A	NON-SPECIFIC EDUCATIONAL PURPOSE	$3,000
ANTI-DEFAMATION LEAGUE OF B'NAI B'RITH
12800 HILLCREST ROAD SUITE 219	DALLAS	TX	75230	NONE	N/A	NON-SPECIFIC RELIGIOUS AND CHARITABLE PURPOSE	$10,000
BOARD OF TRUSTEES LELAND STANFORD
626 GALVEZ ST	STANFORD	CA	94305	NONE	N/A	NON-SPECIFIC CHARITABLE PURPOSE	$100,000
CONGREGATION EMANU EL
TWO LAKE STREET	SAN FRANCISCO	CA	94118	NONE	N/A	SPECIFIC RELIGIOUS PURPOSES	$2,500
CONTEMPORARY JEWISH MUSEUM
736 MISSION STREET	SAN FRANCISCO	CA	94103	NONE	N/A	NON-SPECIFIC CHARITABLE PURPOSE	$2,000
DALLAS HOLOCAUST MUSEUM - HOPE FOR HUMANITY
211 N RECORD STREET SUITE 100	DALLAS	TX	75202	NONE	N/A	SPECIFIC EDUCATIONAL PURPOSE- HOPE FOR HUMANITY	$5,500
DALLAS JEWISH COMMUNITY FOUNDATION
7800 NORTHAVEN ROAD	DALLAS	TX	75230	NONE	N/A	NON-SPECIFIC RELIGIOUS AND CHARITABLE PURPOSE	$1,283,333
DIRECT RELIEF INTERNATIONAL
27 S LA PATERA LANE	SANTA BARBARA	CA	93117	NONE	N/A	NON-SPECIFIC CHARITABLE PURPOSE	$5,000
FACING HISTORY AND OURSELVES NATIONAL FOUNDATION INC
16 HURD ROAD	BROOKLINE	MA	02445	NONE	N/A	NON-SPECIFIC EDUCATION PURPOSES	$35,000
FOUNDATION FOR DEFENSE OF DEMOCRACIES INC
1726 M STREET SUITE 700	WASHINGTON	DC	20046	NONE	N/A	NON-SPECIFIC CHARITABLE PURPOSE	$60,000
FRIENDS OF ELNET
10573 WEST PICO BLVD SUITE 369	LOS ANGELES	CA	90064	NONE	N/A	NON-SPECIFIC CHARITABLE PURPOSE	$50,000
HAND IN HAND AMERICAN FRIENDS OF THE CENTER
PO BOX 80102	PORTLAND	OR	97280	NONE	N/A	SPECIFIC EDUCATION PURPOSE	$30,000
HILLEL AT STANFORD
PO BOX 20526	STANFORD	CA	94309	NONE	N/A	NON-SPECIFIC EDUCATIONAL PURPOSE	$10,000
HILLEL OF DALLAS
16475 DALLAS PARKWAY SUITE 850	ADDISON	TX	75001	NONE	N/A	NON-SPECIFIC EDUCATION PURPOSES	$8,500
HILLELS OF NORTH TEXAS
917 AVENUE C	DENTON	TX	76201	NONE	N/A	NON-SPECIFIC CHARITABLE PURPOSE	$10,000
INSTITUTE FOR ADVANCEMENT OF EDUCATION IN JAFFA INC
171-06 76TH AVENUE	FLUSHING	NY	11366	NONE	N/A	SPECIFIC EDUCATIONAL PURPOSE	$10,000
INTERNATIONAL ISRAEL ALLIES CAUCUS FOUNDATION INC
1901 PENNSYLVANIA AVENUE SUITE 901	WASHINGTON	DC	20006	NONE	N/A	NON-SPECIFIC CHARITABLE PURPOSE	$60,000
ISRAEL VENTURE NETWORK
540 COWPER STREET SUITE 200	PALO ALTO	CA	94301	NONE	N/A	NON-SPECIFIC CHARITABLE PURPOSE	$33,000
JEWISH COMMUNITY FEDERATION
7900 NORTHAVEN ROAD	DALLAS	TX	75230	NONE	N/A	NON-SPECIFIC CHARITABLE PURPOSE	$20,000
JEWISH COMMUNITY RELATIONS OF SF- INSTITUTE FOR CURRICULUM SERVICE
121 STEUART STREET 301	SAN FRANCISCO	CA	94105	NONE	N/A	SPECIFIC RELIGIOUS & EDUCATIONAL PURPOSES	$100,000
JEWISH COUNCIL FOR PUBLIC AFFAIRS
443 PARK AVENUE SOUTH	NEW YORK	NY	10016	NONE	N/A	NON-SPECIFIC EDUCATIONAL PURPOSE	$60,000
JEWISH FEDERATION OF GREATER DALLAS
7800 NORTHAVEN ROAD	DALLAS	TX	75230	NONE	N/A	NON-SPECIFIC CHARITABLE PURPOSE	$25,000
KATHERINE DELMAR BURKE SCHOOL
7070 CALIFORNIA STREET	SAN FRANCISCO	CA	94121	NONE	N/A	NON-SPECIFIC EDUCATIONAL PURPOSE	$18,000
MCGILL UNIVERSITY - ICAN
				NONE	N/A	SPECIFIC CHARITABLE PURPOSE	$10,000	3506 UNIVERSITY STREET SUITE 113	MONTREAL	QUEBEC	CA	H3A 2A7
PEF ISRAEL ENDOWMENT FUNDS INC
317 MADISON AVENUE SUITE 607	NEW YORK	NY	10017	NONE	N/A	SPECIFIC CHARITABLE PURPOSE	$50,000
SAN FRANCISCO BICYCLE COALITION EDUCATION FUND
833 MARKET ST	SAN FRANCISCO	CA	94103	NONE	N/A	NON-SPECIFIC CHARITABLE PURPOSE	$3,000
SAN FRANCISCO PLANNING & URBAN RESEARCH
654 MISSION ST	SAN FRANCISCO	CA	94105	NONE	N/A	NON-SPECIFIC CHARITABLE PURPOSE	$3,000
SCHWAB CHARITABLE GIFTS DONOR ADVISED FUND
1958 SUMMIT PARK DR SUITE 200	ORLANDO	FL	32810	NONE	N/A	NON-SPECIFIC CHARITABLE PURPOSES	$350,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUE	MONTGOMERY	AL	36104	NONE	N/A	SPECIFIC EDUCATIONAL PURPOSES	$10,000
STANFORD UNIVERSITY
2700 SAND HILL ROAD	MENLO PARK	CA	94025	NONE	N/A	NON-SPECIFIC EDUCATIONAL PURPOSE	$102,000
THE BIRTHRIGHT ISRAEL FOUNDATION
33 EAST 33RD ST 7TH FLOOR	NEW YORK	NY	10016	NONE	N/A	NON-SPECIFIC RELIGIOUS AND CHARITABLE PURPOSE	$20,000
THE ISRAEL PROJECT
2020 K STREET SUITE 7600	WASHINGTON	DC	20006	NONE	N/A	NON-SPECIFIC CHARITABLE PURPOSE	$100,000
THE WASHINGTON INSTITUTE FOR MID EAST
1828 L STREET NW SUITE 1050	WASHINGTON	DC	20036	NONE	N/A	SPECIFIC EDUCATIONAL PURPOSES	$80,000
TUFTS UNIVERSITY
80 GEORGE STREET SUITE 300-2	MEDFORD	MA	02155	NONE	N/A	NON-SPECIFIC EDUCATION PURPOSE	$37,500
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
220 MONTGOMERY STREET 5TH FLOOR	SAN FRANCISCO	CA	94104	NONE	N/A	SPECIFIC EDUCATION PURPOSES	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$3,034,933	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,596,917	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$36,446	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,921,062	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$4,554,425	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$4,554,425	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1	CityContributorUSAddress/City	StateContributorUSAddress/State	ZIP CodeContributorUSAddress/ZIPCode	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
JACOB FELDMAN CLUT
1	1431 GREENWAY DR SUITE 360	IRVING	TX	75038	$1,494,282	Yes (X)
JACOB FELDMAN MARITAL TRUST
2	1431 GREENWAY DR SUITE 360	IRVING	TX	75038	$4,413,962	Yes (X)	Yes (X)
SARA FELDMAN CLUT
3	1431 GREENWAY DR SUITE 360	IRVING	TX	75038	$1,997,031	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	2	ContributorNum
Noncash Property	DETAIL IS ATTACHED	NoncashPropertyDesc
Fair Market Value	$3,932,515	FairMarketValueAmt
Received	2013-04-18	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PHILIP VOGEL & CO. PC	$45,115	$22,558	$22,557
SMITH JACKSON BOYER & BOVARD	$21,305	$10,652	$10,653
KATHERINE L RAUCH CPA	$650	$325	$325

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (5 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt	Net Investment IncomeNetInvestmentIncomeAmt
APPLE NOTEBOOK COMPUTER	2009-06-08	$2,511	$1,799	SL	5.000000000000	$502	$0
APPLE COMPUTER CASE	2009-06-08	$159	$115	SL	5.000000000000	$32	$0
COMPUTER	2012-05-29	$932	$93	200DB	5.000000000000	$149	$0
MAC COMPUTER SYSTEM	2013-02-07	$1,305		SL	5.000000000000	$239	$0
CONFERENCE TABLE - CA	2013-06-06	$663		SL	7.000000000000	$55	$0

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Identifier	EXPLANATION OF CONTRIBUTION TO DONOR ADVISED FUND	IdentifierTxt
Form And Line Reference	PART IVV-A, LINE 12	FormAndLineReferenceDesc
Medium Explanation	$350,000 WAS CONTRIBUTED TO THE SCHWAB CHARITABLE GIFTS DONOR ADVISED FUND DURING 2013. THIS CONTRIBUITON IS TREATED AS A QUALIFIED DISTRIBUITON BY THE FELDMAN FAMILY FOUNDATION. DISTRIBUTIONS FROM THIS ORGANIZATION (SCHWAB) HAVE BEEN MADE TO VERIOUS EDUCATION AND RELIGIOUS ORGANIZATIONS THAT QUALIFY AS IRC 501(C)(3) ORGANIZATIONS.	MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
HARBOR BOND FUND INST CL	$0	$0
VANGUARD INTERM TERM	$6,851,352	$6,574,626
AMANA INCOME FUND	$0	$0
FIRST EAGLE GLOBAL FUND	$4,940,285	$5,992,975
VANGUARD DIV GROWTH FD	$2,235,505	$2,752,353
WELLS FARGO ADVTG EMRG	$4,206,553	$4,148,073
YACKTMAN FUND SERVICE CL	$2,198,369	$2,659,756
ISHARES TR BARCLAYS BOND	$4,112,526	$3,785,627
ISHARES TR MSCI EAFE FD	$5,291,729	$6,608,992
SECTOR SPDR ENGERY SELECT	$1,690,371	$1,982,624
SPDR GOLD TRUST	$3,070,537	$2,238,097
VANGUARD FTSE EMERGING MARKETS FUND	$5,016,850	$5,010,852
VANGUARD REIT	$0	$0
VANGUARD TOTAL STOCK MKT	$3,896,809	$5,550,794
PIMCO TOTAL RETURN FUND	$6,727,451	$6,666,623

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (15 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
STATE OF ISRAEL BONDS	AT COST	$400,000	$400,000
AURELIUS CAPITAL PARTNERS, LP	AT COST	$0	$0
AXIAL CAPITAL, LTD	AT COST	$0	$0
ACL ALTENRATIVE FUND CL B	AT COST	$873,350	$900,491
CANYON VALUE REALIZATION FUND, LTD	AT COST	$5,659	$20,420
ELLIOTT INTERNATIONAL, LTD	AT COST	$3,601,263	$7,588,557
HG CAPITAL IX LLC	AT COST	$841,835	$1,373,412
LONGREACH CAPITAL PARTNERS LP	AT COST	$948,805	$792,740
NIAS FUTURES FUND	AT COST	$1,000,000	$1,106,194
PALOMA INTERNATIONAL LIMITED	AT COST	$891,855	$2,122,163
SENTINEL CAPITAL PARTNERS III, LP	AT COST	$332,573	$372,374
SENTINEL CAPITAL PARTNERS IV-A LP	AT COST	$604,905	$590,866
SENTINEL CAPITAL PARTNERS IV LP	AT COST	$631,525	$587,301
SUN VALLEY GOLD INTERNATIONAL LTD	AT COST	$2,663,861	$1,267,475
JARGONNANT PARTNERS SARL	AT COST	$1,967,736	$2,190,055

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
APPLE NOTEBOOK COMPUTER	$2,511	$2,301	$210	$210
APPLE COMPUTER CASE	$159	$147	$12	$12
COMPUTER	$932	$708	$224	$224
MAC COMPUTER SYSTEM	$1,305	$239	$1,066	$1,066
CONFERENCE TABLE - CA	$663	$55	$608	$608

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (3 entries)

CategoryCategoryTxt	Legal FeesLegalFeesAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
HANSON BRIDGETT LLP	$5,813	$872	$4,941
THOMAS FELDMAN & WILSHUSEN	$150,570	$22,585	$127,985
WINSTEAD SECHREST	$13,323	$1,998	$11,325

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
PREPAID FEDERAL EXCISE TAX	$15,026	$15,026
DIVIDEND RECEIVABLE	$12,438	$12,438

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONTRACT LABOR	$12,000	$1,200	$10,800
DIRECTORS FEE	$6,000	$600	$5,400
DUES, CONFERENCE & OTHER CHARITABLE EXPENSES	$2,780	$0	$2,780
FELDMAN INVESTMENT MANAGEMENT	$98,460	$14,769	$83,691
OFFICE AND ADMINISTRATIVE EXPENSE	$4,285	$643	$3,642
PER K-1 - ACL ALTERNATIVE OTHER LOSS	$1,181	$1,181	$0
PER K-1 - ACL ALTERNATIVE OTHER LOSS	$21,550	$21,550	$0
PER K-1 - HG CAPITAL IX NET ORDINARY INCOME	$4,529	$4,529	$0
PER K-1 - HG CAPITAL IX NET RENTAL REAL ESTATE	$23,993	$23,993	$0
PER K-1 - HG CAPITAL IX NONDEDUCTIBLE EXPENSES	$111	$0	$0
PER K-1 - HG CAPITAL IX PORTFOLIO DEDUCTIONS	$415	$415	$0
PER K-1 - LONGREACH CAPITAL PARTNERS 1 PORTFOLIO DEDUCTIONS	$1,550	$1,550	$0
PER K-1 - SENTINEL CAPITAL PARTNERS III LP - PORTFOLIO DEDUCTIONS	$515	$515	$0
PER K-1 - SENTINEL CAPITAL PARTNERS IV LP NONDEDUCTIBLE EXPENSES	$287	$0	$0
PER K-1 - SENTINEL CAPITAL PARTNERS IV LP OTHER DEDUCTIONS	$3,500	$3,500	$0
PER K-1 - SENTINEL CAPITAL PARTNERS IV LP PORTFOLIO DEDUCTIONS	$554	$554	$0
PER K-1 - SENTINEL CAPITAL PARTNERS IV LP SECTION 59(E)(2) EXPENDITURES	$477	$477	$0
PER K-1 - SENTINEL CAPITAL PARTNERS IV-A LP- PORTFOLIO DEDUCTIONS	$642	$642	$0
PER K-1 - CHARITABLE CONTRIBUTIONS	$111	$0	$111

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
PER K-1 - LONGREACH CAPITAL PARTNERS 1	$410	$410	$410
PER K-1 - SENTINEL CAPITAL PARTNERS IV ORDINARY BUSINESS INCOME	$32,547	$32,547	$32,547
NONDIVIDEND DISTRIBUTIONS	$3,489	$3,489	$3,489

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
FEDERAL EXCISE TAX PAYABLE	$30,166	$0
PAYROLL TAX LIABILITY	$205	$0
FEDERAL INCOME TAX PAYABLE	$0	$43,248

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CHARITABLE CONSULTING	$96,000	$0	$96,000
REGIS MANAGEMENT	$222,395	$222,395	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX	$40,983	$0	$0
FOREIGN TAXES	$36,244	$36,244	$0
FEDERAL INCOME TAX - UBTI	$43,248	$0	$0