Civic Intelligence

The David and Jeanette Lipson Trust Acct G05190

990PF • Fiscal year 2012 • EIN 74-6125212

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 11, 2013

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

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

56th percentile

2.4%

Faster asset growth than 56% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$153,468

Up $3,537 (+2.4%) from 2011

Net Assets

Up

$153,468

Up $3,537 (+2.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$3,065

Down $1,238 (-29%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

2012

Assets$153,468
Liabilities$0
Net Assets$153,468
Open 2012 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

2012

Revenue-
Expenses$3,065
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 11, 2013
Return Version
2012v2.3
Compensation and Service Providers
Top Officer Pay82nd 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$124
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 Appendix271 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/Category0INDIRECT ACCOUNTING FEES
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/EOYFMV025136
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1141306
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount02112
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount04490
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount06602
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA06602
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0925
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0925
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome02112
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm04490
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0224
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0224
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm02112
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm02112
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss02112
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses03537
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice04490
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss04490
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome03811
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm01866
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss01866
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome02112
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0224
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm02791
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss03065
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome06602
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses06602
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm02791
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss02841
IRS990PF/BalanceSheets/CashBOY09984
IRS990PF/BalanceSheets/CashEOY013521
IRS990PF/BalanceSheets/CashEOYFMV013521
IRS990PF/BalanceSheets/InvestmentsOtherBOY0139947
IRS990PF/BalanceSheets/InvestmentsOtherEOY0139947
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0166442
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0149931
IRS990PF/BalanceSheets/RetainedEarningsEOY0153468
IRS990PF/BalanceSheets/TotalAssetsBOY0149931
IRS990PF/BalanceSheets/TotalAssetsEOY0153468
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0179963
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0149931
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0153468
IRS990PF/BalanceSheets/TotalNetAssetsBOY0149931
IRS990PF/BalanceSheets/TotalNetAssetsEOY0153468
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome04490
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses03537
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0153468
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0149931
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0153468
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted08732
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj08732
IRS990PF/DistributableAmount/DistributableAmountBeforeDed08732
IRS990PF/DistributableAmount/MinimumInvestmentReturn08808
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome076
IRS990PF/DistributableAmount/TotalTax076
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax076
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal076
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome076
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue076
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0179963
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0178845
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances09967
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0168878
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02683
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn08808
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0176162
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0178845
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition04.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition14.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition24.00
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/AdjNonchrtblAssetsAndOnePct05414
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets05376
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.030517
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.007019
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.090004
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.004522
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.025558
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.025484
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0176162
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10168673
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20172014
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30166297
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40156074
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50173635
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome038
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0224
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear101184
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2015482
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30752
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear403989
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear504425
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.152587
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0224
IRS990PF/QualifyingDistributions/ExpensesAndContributions0224
IRS990PF/QualifyingDistributions/QualifyingDistributions0224
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/ForeignBank0false
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/ProhibitedTaxShelterTransactn0false
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/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/Amount0124
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount130
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount270
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PRESELECTED CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PRESELECTED CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2PRESELECTED CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0HEBREW UNION COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1THE JEWISH GUILD FOR THE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2TEMPLE B'NAI ISRAEL
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/City0CINCINNATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2GALVESTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode045220
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode110023
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode277550
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0224
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/AppliedToYear10224
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted08732
IRS990PF/UndistributedIncome/QualifyingDistributions0224
IRS990PF/UndistributedIncome/TaxableAmount208160
IRS990PF/UndistributedIncome/UndistributedIncomeCY08732
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear08384
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01866
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01866
TaxesSchedule/Taxes/Amount050
TaxesSchedule/Taxes/Category0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02016-03-07 17:11:31Z
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/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-11-11
ReturnHeader/Officer/Name0BERTILINO
ReturnHeader/Officer/Phone04097631151
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-11-11
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/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-12-13T09:30:51-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$153,468
Liabilities
$0
Net assets
$153,468
Revenue
-
Expenses
$3,065
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