Civic Intelligence

The David and Jeanette Lipson Trust Acct G05190

990PF • Fiscal year 2010 • EIN 74-6125212

Jan 01, 2010 to Dec 31, 2010 • Filed on May 05, 2011

Organization Profile
Frost National Bank PO Box 17977553
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2010 filings • <$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

2010 filings • <$500k nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets52nd percentile

Assets

$148,640

No earlier filing loaded for comparison.

Net Assets

$148,640

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$18,342

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2010: $148,640Liabilities 2010: $0Net Assets 2010: $148,6402010Assets 2011: $149,931Liabilities 2011: $0Net Assets 2011: $149,9312011Assets 2012: $153,468Liabilities 2012: $0Net Assets 2012: $153,4682012Assets 2013: $152,342Liabilities 2013: $762013Assets 2014: $144,214Liabilities 2014: $02014Assets 2015: $143,171Liabilities 2015: $02015Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2010

Assets$148,640
Liabilities$0
Net Assets$148,640
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KExpenses 2010: $18,3422010Expenses 2011: $4,3032011Expenses 2012: $3,0652012Revenue 2013: $2,282Expenses 2013: $3,484Net Income 2013: -$1,2022013Revenue 2014: $9,887Expenses 2014: $17,939Net Income 2014: -$8,0522014Revenue 2015: $3,021Expenses 2015: $4,064Net Income 2015: -$1,0432015Revenue 2018: $1,867Expenses 2018: $134,722Net Income 2018: -$132,8552018

Highlighted filing

2010

Revenue-
Expenses$18,342
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 5, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY BOENIGDirector-$0--
PRINCIPAL OF O'CONNELL HIGH SCHOOLDirector-$0--
RABBI KESSLERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-PRESELECTED CHARITY-CINCINNATI, OH, US$7,578
Paid Grant-SCHOLARSHIPQUALHOUSTON, TX, US$2,020
Paid Grant-SCHOLARSHIPQUALGALVESTON, TX, US$820
Paid Grant-SCHOLARSHIPQUALTEXAS CITY, TX, US$820
Paid Grant-SCHOLARSHIPQUALTEXAS CITY, TX, US$820
Paid Grant-SCHOLARSHIPQUALGALVESTON, TX, US$820
Paid Grant-SCHOLARSHIPQUALGALVESTON, TX, US$820
Paid Grant-SCHOLARSHIPQUALLA MARQUE, TX, US$820
Paid Grant-SCHOLARSHIPQUALHOUSTON, TX, US$820
Paid Grant-PRESELECTED CHARITY-GALVESTON, TX, US$70
Paid Grant-PRESELECTED CHARITY-NEW YORK, NY, US$30
Filing and Contact Details

Filer

EIN
74-6125212
Raw XML Appendix375 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount0925
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0925
CompensationExplanation/Compensation/PersonName0HENRY BOENIG
CompensationExplanation/Compensation/PersonName1PRINCIPAL OF O'CONNELL HIGH SCHOOL
CompensationExplanation/Compensation/PersonName2RABBI KESSLER
InvestmentsOtherSchedule2/InvestmentsOther/BookValue022673
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1117274
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0FROST KEMPNER DEEP VALUE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1FROST KEMPNER TREASURY
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV024661
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1133526
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount03539
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount03384
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount06923
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA06923
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0925
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0925
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome05234
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm03384
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps015438
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss015438
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm03539
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm03539
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss03539
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-11419
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice018944
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss03384
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome04104
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm01695
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm01894
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss01894
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblPrps085
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnss085
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome05234
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps015523
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm02819
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss018342
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome06923
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses06923
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps085
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm02819
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss02904
IRS990PF/BalanceSheets/CashBOY04552
IRS990PF/BalanceSheets/CashEOY08693
IRS990PF/BalanceSheets/CashEOYFMV08693
IRS990PF/BalanceSheets/InvestmentsOtherBOY0155507
IRS990PF/BalanceSheets/InvestmentsOtherEOY0139947
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0158187
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0160059
IRS990PF/BalanceSheets/RetainedEarningsEOY0148640
IRS990PF/BalanceSheets/TotalAssetsBOY0160059
IRS990PF/BalanceSheets/TotalAssetsEOY0148640
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0166880
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0160059
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0148640
IRS990PF/BalanceSheets/TotalNetAssetsBOY0160059
IRS990PF/BalanceSheets/TotalNetAssetsEOY0148640
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome03384
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis04783
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis110777
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired01988-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired11988-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22009-12-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02010-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12010-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22010-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32010-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0570.776 UTS FROST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11150.528 UTS FROST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2STCG FROST KEMPNER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3LTCG FROST KEMPNER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0217
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11223
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss21695
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3249
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0217
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11223
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses21695
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3249
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice05000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice112000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice21695
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice3249
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss01695
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-11419
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0148640
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0160059
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0148640
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted08560
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj08560
IRS990PF/DistributableAmount/DistributableAmountBeforeDed08560
IRS990PF/DistributableAmount/MinimumInvestmentReturn08601
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome041
IRS990PF/DistributableAmount/TotalTax041
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax041
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal041
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome041
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue041
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0166880
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0174634
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances05111
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0169523
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02620
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn08601
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0172014
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0174634
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0HENRY BOENIG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1PRINCIPAL OF O'CONNELL HIGH SCHOOL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2RABBI KESSLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103904 AVE T
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111320 TREMONT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine123008 AVE O
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0GALVESTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1GALVESTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2GALVESTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode077550
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode177550
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode277550
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct03798
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets03757
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.021844
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.004522
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.025558
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.025484
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.028087
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.025567
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0172014
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10166297
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20156074
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30173635
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40169969
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50173268
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome041
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions015523
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10752
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear203989
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear304425
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear404774
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear504430
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.109218
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions015482
IRS990PF/QualifyingDistributions/ExpensesAndContributions015523
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm041
IRS990PF/QualifyingDistributions/QualifyingDistributions015523
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0FROST NATIONAL BANK TRUST
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04097631151
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102201 MARKET STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0GALVESTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode077550
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0TX
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10DIRECT CHARITABLE DONATIONS TO THREE CHARITABLE ORGANIZATIONS THAT ARE PRESELECTED; HEBREW UNION 8,178 TEMPLE B'NAI ISRAEL 70 AND THE JEWISH GUILD FOR THE BLIND 30.
IRS990PF/SummaryOfDirectCharitableActy/Description20DIRECT CHARITABLE DONATIONS TO NEEDY AND WORTHY COLORED FEMALE STUDENTS FROM HIGH SCHOOLS IN THE CITY OF GALVESTON WHO DESIRE TO BECOME TEACHERS OR REGISTERED NURSES 8 X 820=6,560 AND 1 X 600.
IRS990PF/SummaryOfDirectCharitableActy/Expenses108278
IRS990PF/SummaryOfDirectCharitableActy/Expenses207160
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0MRS JANET BERTILINO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10FROST NATIONAL BANK
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine202201 MARKET STREET
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0GALVESTON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode077550
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0100 + 1/2 REMAINING INCOME TO PRESELCTED CHARITIES AND 1/2 TO NEEDY AND WORTHY STUDENTS FROM HIGH SCHOOLS IN THE CITY OF GALVESTON.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0APRIL 15
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount07578
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount130
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount270
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32020
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4820
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5820
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6820
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount7820
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount8820
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount9820
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount10820
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PRESELECTED CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PRESELECTED CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2PRESELECTED CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0QUAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1QUAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2QUAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3QUAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4QUAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5QUAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6QUAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7QUAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0HEBREW UNION COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1THE JEWISH GUILD FOR THE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2TEMPLE B'NAI ISRAEL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3KAYLA MACHE VEAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4BRENAE JANEL HARDEMAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5BRITTANY B STUTTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6D'MARCHE L LACY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7KEAUNDRA M HOWARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8SYDNEY A MCKINNEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9WHITNEY J KIRKLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName10GABRIELLE PETERSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine103101 CLIFTON AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1115 WEST 65TH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 8060
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1317825 KINGS PARK LN 611
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine143327 AVE P 1/2
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine159001 GLACIER AVENUE APT 1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine163700 9TH AVE NORTH 1113
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine172310 42ND ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine184818 AVE R 1/2 APT 316
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine192902 JOHN DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11015111 LANCE CIRCLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CINCINNATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2GALVESTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3HOUSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4GALVESTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5TEXAS CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6TEXAS CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7GALVESTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8GALVESTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9LA MARQUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10HOUSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode045220
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode110023
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode277550
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode377058
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode477550
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode577591
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode677590
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode777550
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode877551
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode977568
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1077043
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear015438
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear07249
IRS990PF/UndistributedIncome/AppliedToYear108274
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted08560
IRS990PF/UndistributedIncome/QualifyingDistributions015523
IRS990PF/UndistributedIncome/UndistributedIncomeCY01311
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear08274
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01894
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01894
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0746125212
ReturnHeader/Filer/Name/BusinessNameLine10DAVID & JEANETTE LIPSON TRUST
ReturnHeader/Filer/NameControl0DAVI
ReturnHeader/Filer/Phone04097631151
ReturnHeader/Filer/USAddress/AddressLine10FROST NATIONAL BANK PO BOX 179
ReturnHeader/Filer/USAddress/City0GALVESTON
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode077553
ReturnHeader/Officer/DateSigned02011-05-05
ReturnHeader/Officer/Name0BERTILINO
ReturnHeader/Officer/Phone04097631151
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02011-05-05
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LYNCH & COMPANY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 3075
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0TEXAS CITY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0775923075
ReturnHeader/Preparer/Name0RACHEL OSTEEN
ReturnHeader/Preparer/Phone04097634484
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-05-10T10:35:40-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,640
Liabilities
$0
Net assets
$148,640
Revenue
-
Expenses
$18,342
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$1.35$1.33
2015Summary only. Only limited summary data is available for this year.$1.43$0.00$0.03$0.04$0.01
2014Summary only. Only limited summary data is available for this year.$1.44$0.00$0.10$0.18$0.08
2013Summary only. Only limited summary data is available for this year.$1.52$0.00$0.02$0.03$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.04
2010Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.18