Civic Intelligence

The Samuels Foundation

990 • Fiscal year 2015 • EIN 76-0207517

Sep 01, 2014 to Aug 31, 2015 • Filed on Jul 14, 2016

5603 South Braeswood BlvdHouston, TX 77096

(713) 729-7000

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

38th percentile

-0.6%

Higher net margin than 38% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

77th percentile

$122,529

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

1st percentile

-62%

Faster asset growth than 1% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

78th percentile

22%

Faster revenue growth than 78% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$4,969

Down $8,273 (-62%) from 2014

Net Assets

Down

$4,963

Down $7,157 (-59%) from 2014

Liabilities

Down

$6

Down $1,116 (-99%) from 2014

Revenue

Up

$1,297,508

Up $235,482 (+22%) from 2014

Expenses

Down

$1,304,665

Down $37,458 (-2.8%) from 2014

Net Income

Up

-$7,157

Up $272,940 (+97%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2010: $1,979,664Liabilities 2010: $52,512Net Assets 2010: $1,927,1522010Assets 2011: $1,586,121Liabilities 2011: $753Net Assets 2011: $1,585,3682011Assets 2012: $590,738Liabilities 2012: $875Net Assets 2012: $589,8632012Assets 2013: $293,339Liabilities 2013: $1,122Net Assets 2013: $292,2172013Assets 2014: $13,242Liabilities 2014: $1,122Net Assets 2014: $12,1202014Assets 2015: $4,969Liabilities 2015: $6Net Assets 2015: $4,9632015Assets 2016: $1,305Liabilities 2016: $1,857Net Assets 2016: -$5522016Assets 2017: $1,555Liabilities 2017: $8,145Net Assets 2017: -$6,5902017Assets 2018: $943Liabilities 2018: $8,100Net Assets 2018: -$7,1572018Assets 2019: $0Net Assets 2019: $02019

Highlighted filing

2015

Assets$4,969
Liabilities$6
Net Assets$4,963

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $736,7562010Expenses 2011: $574,3932011Expenses 2012: $1,020,7902012Expenses 2013: $1,098,1372013Revenue 2014: $1,062,026Expenses 2014: $1,342,123Net Income 2014: -$280,0972014Revenue 2015: $1,297,508Expenses 2015: $1,304,665Net Income 2015: -$7,1572015Revenue 2016: $302,003Expenses 2016: $307,518Net Income 2016: -$5,5152016Revenue 2017: $29,000Expenses 2017: $35,038Net Income 2017: -$6,0382017Revenue 2018: $0Expenses 2018: $2,567Net Income 2018: -$2,5672018Revenue 2019: $7,1572019

Highlighted filing

2015

Revenue$1,297,508
Expenses$1,304,665
Net Income-$7,157
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jul 14, 2016
Return Version
2014v6.0
Gross Receipts
$1,297,508
Mission and Program Overview

Mission

Support activities for the benefit of, or to carry out, the purposes of the Jewish Federation of Greater Houston through grants to charitable, educational and religious organizations.

The Samuels Foundation is organized exclusively for charitable, educational and religious purposes to conduct and support activities for the benefit of, or to carry out, the purposes of the Jewish Federation of Greater Houston.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$13,242$4,969▼ $8,273
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$13,242$4,969▼ $8,273
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,122$6▼ $1,116
Total Liabilities$1,122$6▼ $1,116
Net Assets / Fund Balance
Unrestricted Net Assets$12,120$4,963▼ $7,157
Total Net Assets Fund Balance$12,120$4,963▼ $7,157
Total Liabilities and Net Assets / Fund Balance$13,242$4,969▼ $8,273

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$12,120$1,297,500▲ $8-$4,963
2013$292,217$1,062,000▲ $26-$12,120
2012$589,863$777,485▲ $5,490-$292,217
2011$1,585,368-▲ $15,680-$589,863
2010$1,927,152$150,000▲ $34,886-$1,585,368
Compensation and Service Providers

Employees

NameTitleOtherTotal
Roberta HermanAsst. Secretary$122,529$122,529

Board Members and Trustees

NameTitle
Barbara G SamuelsPresident
Stephen M KaufmanVice President
Ben RosenbergTrustee
Marc E GrossbergSecretary
J Victor SamuelsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,297,500
Program Service Revenue
$0
Investment Income
$8
Other Revenue
$0
All Other Contributions
$1,297,500
Change in Net Assets
$-7,157
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,298,204
Other Expenses$6,461
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,298,204--$1,298,204
Fees for Services Other-$4,400-$4,400
Fees for Services Accounting-$1,850-$1,850
Office Expenses-$211-$211
Total Functional Expenses$1,298,204$6,461$0$1,304,665
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ER Jewish Community CenterHouston, TX501(c)(3)Theater program, Ctr Jewish living$377,800
Jewish FederationHouston, TX501(c)(3)Annual support/Flood relief$293,900
Brandeis UniversityWaltham, MA501(c)(3)General support$200,000
Houston Zoo IncHouston, TX501(c)(3)General support$148,400
Congregation Shma KoleinuBellaire, TX501(c)(3)General support$120,250
Childrens Museum of HoustonHouston, TX501(c)(3)General support$33,000
Camp for All FoundationHouston, TX501(c)(3)General support$32,500
Interfaith MinistriesHouston, TX501(c)(3)General support$15,000
The Woods ProjectHouston, TX501(c)(3)General support$10,500
Inprint IncHouston, TX501(c)(3)Senior writing workshop$7,500
Planned Parenthood GCHouston, TX501(c)(3)General support$6,000
Aishel House IncHouston, TX501(c)(3)General support$5,100
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

J. Victor and Barbara Samuels have a family relationship.

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

The members of the Foundation are divided into two classes: the Federation Member and the Donor Members. The Federation Member is the Jewish Federation of Greater Houston. The initial Donor Members were J. Victor Samuels and Barbara G. Samuels. Each Donor Member continues as a member until his or her resignation, incapacity, or death. Each Donor Member may from time to time designate a person as his or her successor, to serve after such Donor Member ceases to be a member. The number of Donor Members may be increased by an amendment to the Foundation's bylaws. For purposes of any vote of members, the Federation Member has three votes and each Donor Member has one vote.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

The number of Trustees is five and is divided into two classes, as follows:(1) The Federation Trustee Class, which consists of three trustees, each of whom are trustees or officers of the Jewish Federation of Greater Houston or otherwise connected with the Federation.(2) The Donor Trustee Class, which consists of two trustees. The Federation Member is entitled to elect the three Federation Trustees. The Donor Members are entitled to elect the two Donor Trustees.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

The affirmative vote of the Federation Member and, if there are two or more Donor Members, the affirmative vote of at least one Donor Member at any annual meeting of Members or special meeting of Members is required to adopt or approve any of the following actions:1. Liquidation or dissolution of the Corporation;2. Merger, consolidation or transfer of substantially all of the assets of the Corporation; and3. Repeal, modification, amendment, in whole or in part, or addition to the Articles of Incorporation or Bylaws of the Corporation or adoption of new Articles of Incorporation or Bylaws.

Form 990, Part VI, Line 11B: Form 990 Review Process

The Form 990 is initially reviewed by the Houston Jewish Community Foundation's staff accountant and then reviewed by the CFO of the Jewish Federation of Greater Houston. A copy is then provided to all Board members prior to filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

A Conflicts of Interest Statement is distributed to Board members every year and follow up is continued until statements have been completed and returned. If there are conflicts of interests, they are addressed to the entire Board at the next regularly scheduled board meeting.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Upon request.

Filing and Contact Details

Filer

Filer Name
The Samuels Foundation
EIN
76-0207517
Phone
7137297000
Address
5603 South Braeswood Blvd, Houston, TX 77096

Signing Officer

Name
Stephen M Kaufman
Title
Vice President
Signed
2016-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara G Samuels
Formed
1986
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
4
Employees
0

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

The Foundation holds funds to support the mission of the Jewish Federation of Greater Houston to preserve and enrich Jewish communal life through innovative and visionary leadership that is responsive and responsible to Jewish communities locally, nationally, in Israel, and around the world.

Raw XML AppendixShowing 400 of 659 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01122
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The Samuels Foundation is organized exclusively for charitable, educational and religious purposes to conduct and support activities for the benefit of, or to carry out, the purposes of the Jewish Federation of Greater Houston.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt01297500
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Mary Ward-Hecksel
IRS990/BooksInCareOfDetail/PhoneNum07137297000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05603 South Braeswood Blvd
IRS990/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077096
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01297500
IRS990/CYGrantsAndSimilarPaidAmt01298204
IRS990/CYInvestmentIncomeAmt08
IRS990/CYOtherExpensesAmt06461
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-7157
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01304665
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01297508
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The Samuels Foundation, as stated in its Articles of Incorporation, is organized exclusively for charitable, educational and religious purposes to conduct and support activities for the benefit of, or to carry out, the purposes of the Jewish Federation of Greater Houston. The Foundation accomplishes these goals by awarding grants to charitable, educational and religious organizations.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt01298204
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01850
IRS990/FeesForServicesAccountingGrp/TotalAmt01850
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt04400
IRS990/FeesForServicesOtherGrp/TotalAmt04400
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt313953
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Barbara G Samuels
IRS990/Form990PartVIISectionAGrp/PersonNm1Stephen M Kaufman
IRS990/Form990PartVIISectionAGrp/PersonNm2J Victor Samuels
IRS990/Form990PartVIISectionAGrp/PersonNm3Roberta Herman
IRS990/Form990PartVIISectionAGrp/PersonNm4Ben Rosenberg
IRS990/Form990PartVIISectionAGrp/PersonNm5Marc E Grossberg
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3108576
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Asst. Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt01298204
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01298204
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01298204
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01297508
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt08
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0TX
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Support activities for the benefit of, or to carry out, the purposes of the Jewish Federation of Greater Houston through grants to charitable, educational and religious organizations.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt012120
IRS990/NetAssetsOrFundBalancesEOYAmt04963
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0211
IRS990/OfficeExpensesGrp/TotalAmt0211
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Barbara G Samuels
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01062000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01335671
IRS990/PYInvestmentIncomeAmt026
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt06452
IRS990/PYRevenuesLessExpensesAmt0-280097
IRS990/PYTotalExpensesAmt01342123
IRS990/PYTotalRevenueAmt01062026
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-7157
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt013242
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04969
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Samuels Foundation is organized to conduct and support activities for the benefit of, or to carry out, the purposes of the Jewish Federation of Greater Houston. The Foundation accomplishes these goals by awarding grants to the Jewish Federation of Greater Houston as well as other charitable, educational and religious organizations for purposes consistent with the mission of the Federation.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 6: Description Of Grants Or Provided Benefits To Others
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741109654
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01304665
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Jewish Federation of Gtr Houston
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01304665
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt06461
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt012120
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01297500
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04963
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01298204
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt08
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt06452
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0292217
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01062000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt012120
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01335671
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt026
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-11160
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0589863
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0777485
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0292217
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt01091781
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05490
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0399
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01585368
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0589863
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01010786
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015680
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0-25402
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01927152
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0150000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01585368
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0552072
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034886
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation holds funds to support the mission of the Jewish Federation of Greater Houston to preserve and enrich Jewish communal life through innovative and visionary leadership that is responsive and responsible to Jewish communities locally, nationally, in Israel, and around the world.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt05100
IRS990ScheduleI/RecipientTable/CashGrantAmt1200000
IRS990ScheduleI/RecipientTable/CashGrantAmt232500
IRS990ScheduleI/RecipientTable/CashGrantAmt333000
IRS990ScheduleI/RecipientTable/CashGrantAmt4120250
IRS990ScheduleI/RecipientTable/CashGrantAmt5377800
IRS990ScheduleI/RecipientTable/CashGrantAmt6148400
IRS990ScheduleI/RecipientTable/CashGrantAmt77500
IRS990ScheduleI/RecipientTable/CashGrantAmt815000
IRS990ScheduleI/RecipientTable/CashGrantAmt9293900
IRS990ScheduleI/RecipientTable/CashGrantAmt106000
IRS990ScheduleI/RecipientTable/CashGrantAmt1110500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt100
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt110
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Theater program, Ctr Jewish living
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7Senior writing workshop
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9Annual support/Flood relief
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11General support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Aishel House Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Brandeis University
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Camp for All Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Childrens Museum of Houston
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Congregation Shma Koleinu
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5ER Jewish Community Center
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6Houston Zoo Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7Inprint Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8Interfaith Ministries
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9Jewish Federation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10Planned Parenthood GC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11The Woods Project
IRS990ScheduleI/RecipientTable/RecipientEIN0201225881
IRS990ScheduleI/RecipientTable/RecipientEIN1042103552
IRS990ScheduleI/RecipientTable/RecipientEIN2760404267
IRS990ScheduleI/RecipientTable/RecipientEIN3742178563
IRS990ScheduleI/RecipientTable/RecipientEIN4464271882
IRS990ScheduleI/RecipientTable/RecipientEIN5741198298
IRS990ScheduleI/RecipientTable/RecipientEIN6741590271
IRS990ScheduleI/RecipientTable/RecipientEIN7760127748
IRS990ScheduleI/RecipientTable/RecipientEIN8741488102
IRS990ScheduleI/RecipientTable/RecipientEIN9741109654
IRS990ScheduleI/RecipientTable/RecipientEIN10741100163
IRS990ScheduleI/RecipientTable/RecipientEIN11262959996
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01955 University Blvd

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings