2024-03-18T15:23:21-05:00 2021-12-31 742181616 WEINSTEIN SPIRA & COMPANY PC 3773 RICHMOND AVENUE SUITE 900 HOUSTON TX 77046 990PF 2021-01-01 810823589 SAMUELS FAMILY FOUNDATION SAMU 7138948077 4533 MAGNOLIA STREET BELLAIRE TX 77401 HARRIS B SAMUELS DIR/PRESIDENT 7138948077 2024-03-18 1 HARRIS SAMUELS 999009999 LISA ROGERS P00288509 7136227000 2024-03-18 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X X 45329635 X 5201627 5 5 523182 523182 1014623 3457583 1014623 6739437 1537810 0 0 0 4798 4798 0 283590 283590 0 7556 7556 0 295944 295944 0 5201627 5201627 5497571 295944 5201627 1241866 1241866 546402 805227 805227 32341328 33216245 44524408 32887730 34021472 45329635 0 0 X 0 0 0 0 32887730 34021472 32887730 34021472 32887730 34021472 32887730 1241866 263778 34393374 371902 34021472 PUBLICLY TRADED SECURITIES 3457583 2442960 1014623 1014623 1014623 17262 0 17262 0 17262 31631 0 0 0 31631 0 14369 14369 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 1 0 0 1 N/A HARRIS BENJAMIN SAMUELS 7138948077 4533 MAGNOLIA STREET BELLAIRE TX 77401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BARBARA SAMUELS 1111 HERMANN DRIVE APT 16D HOUSTON TX 77004 DIRECTOR 1.00 0 0 0 HARRIS BENJAMIN SAMUELS 4533 MAGNOLIA STREET BELLAIRE TX 77401 DIRECTOR 2.00 0 0 0 JOSHUA ALEX SAMUELS 6624 MERCER HOUSTON TX 77005 DIRECTOR 1.00 0 0 0 JEREMY GREENFIELD SAMUELS 4532 PINE STREET BELLAIRE TX 77401 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 41778653 592896 0 42371549 0 0 42371549 635573 41735976 2086799 2086799 17262 17262 2069537 0 2069537 0 2069537 5201627 0 5201627 2069537 1922213 2019 5019 0 5201627 1922213 5019 0 2069537 1204858 0 0 1204858 0 0 0 0 0 0 0 1204858 1204858 BARBARA SAMUELS X AMERICAN ENDOWMENT FUND 5700 DARROW ROAD STE 118 HUDSON OH 44236 NONE PUBLIC CHARITY GENERAL 1050000 AMERICAN ENDOWMENT FUND 5700 DARROW ROAD STE 118 HUDSON OH 44236 NONE PUBLIC CHARITY GENERAL 240900 AMERICAN ENDOWMENT FUND 5700 DARROW ROAD STE 118 HUDSON OH 44236 NONE PUBLIC CHARITY GENERAL 1425814 AMERICAN ENDOWMENT FUND 5700 DARROW ROAD STE 118 HUDSON OH 44236 NONE PUBLIC CHARITY GENERAL 735202 AMERICAN ENDOWMENT FUND 5700 DARROW ROAD STE 118 HUDSON OH 44236 NONE PUBLIC CHARITY GENERAL 112275 AMERICAN ENDOWMENT FUND 5700 DARROW ROAD STE 118 HUDSON OH 44236 NONE PUBLIC CHARITY GENERAL 299035 AMERICAN ENDOWMENT FUND 5700 DARROW ROAD STE 118 HUDSON OH 44236 NONE PUBLIC CHARITY GENERAL 255449 AMERICAN ENDOWMENT FUND 5700 DARROW ROAD STE 118 HUDSON OH 44236 NONE PUBLIC CHARITY GENERAL 335909 AMERICAN ENDOWMENT FUND 5700 DARROW ROAD STE 118 HUDSON OH 44236 NONE PUBLIC CHARITY GENERAL 291043 AMERICAN ENDOWMENT FUND 5700 DARROW ROAD STE 118 HUDSON OH 44236 NONE PUBLIC CHARITY GENERAL 456000 5201627 0 14 5 14 523182 18 1014623 0 1537810 0 1537810 0 0 0 0 0 0 0 0 0 0 X X 1 BARBARA SAMUELS 1111 HERMAN DRIVE 16D HOUSTON TX 77004 1506000 X 2 BARBARA SAMUELS 1111 HERMAN DRIVE 16D HOUSTON TX 77004 3695626 X 2 PUBLICLY TRADED SECURITIES - 1500 SHS SIMON PROPERTY GROUP INC 240900 2021-12-31 2 PUBLICLY TRADED SECURITIES - 12588 SHS SCHWAB US BROAD MKT ETF 1425814 2021-12-31 2 PUBLICLY TRADED SECURITIES - 2500 SHS MGM RESORTS INTERNATIONAL 112275 2021-12-31 2 PUBLICLY TRADED SECURITIES - 83822 SHS LORDSTOWN MOTORS CORP 299035 2021-12-31 2 PUBLICLY TRADED SECURITIES - 1500 SHS ELLINGTON FINANCIAL INC 255449 2021-12-31 2 PUBLICLY TRADED SECURITIES - 100 SHS AMAZON.COM INC 335908 2021-12-31 2 PUBLICLY TRADED SECURITIES - 100 SHS ALPHABET INC CL C 291042 2021-12-31 2 PUBLICLY TRADED SECURITIES - 18861 SHS SCHWAB INTERNATIONAL EQUITY ETF 735203 2021-12-31 ACCOUNTING FEES 4798 4798 0 THE FOUNDATION MANAGERS ELECT UNDER REGULATION 53.4942(A)-3(D)(2) TO TREAT THE REMAINING QUALIFYING DISTRIBUTIONS OF UNDISTRIBUTED INCOME AS MADE OUT OF THE UNDISTRIBUTED INCOME FROM 2016. ATTACHMENT TO AMENDED FORM 990-PF FORM 990-PF PART I FORM 990-PF IS BEING AMENDED FOR A SECOND TIME TO REPORT CONTRIBUTIONS AND DISTRIBUTIONS TO THE FOUNDATION.PART I LINE 1 IS REPORTING $5,201,627 OF CONTRIBUTIONS TO THE FOUNDATION. THE FIRST AMENDED RETURN REPORTED NO CONTRIBUTIONS TO THE FOUNDATION.PART I LINE 25 IS REPORTING $5,201,627 OF DISTRIBUTIONS FROM THE FOUNDATION. THE FIRST AMENDED RETURN REPORTED NO DISTRIBUTIONS FROM THE FOUNDATION. ATTACHMENT TO AMENDED FORM 990-PF FORM 990-PF PART XI LINE 1A. PART XI LINE 1A. IS REPORTING $5,201,627 OF QUALIFYING DISTRIBUTIONS FROM THE FOUNDATION. THE FIRST AMENDED RETURN REPORTED NO QUALIFYING DISTRIBUTIONS FROM THE FOUNDATION. ATTACHMENT TO AMENDED FORM 990-PF FORM 990-PF PART XII PART XII LINE 4 IS REPORTING $5,201,627 OF QUALIFYING DISTRIBUTIONS FROM THE FOUNDATION. THE FIRST AMENDED RETURN REPORTED NO QUALIFYING DISTRIBUTIONS FROM THE FOUNDATION.PART XII LINE 4E IS REPORTING $1,204,858 AS DISTRIBUTIONS OUT OF CORPUS FROM THE FOUNDATION. THE FIRST AMENDED RETURN REPORTED NO DISTRIBUTIONS OUT OF CORPUS FROM THE FOUNDATION.PART XII LINE 9 AND 10E IS REPORTING $1,204,858 AS EXCESS DISTRIBUTIONS FROM THE FOUNDATION CARRIED OVER TO 2022. THE FIRST AMENDED RETURN REPORTED NO EXCESS DISTRIBUTIONS FROM THE FOUNDATION CARRIED OVER TO 2022. ATTACHMENT TO AMENDED FORM 990-PF FORM 990-PF PART XIV PART XIV IS REPORTING CONTRIBUTIONS MADE TO PUBLIC CHARITIES DURING 2021. THE FIRST AMENDED RETURN REPORTED NO CONTRIBUTIONS TO PUBLIC CHARITIES. ATTACHMENT TO AMENDED FORM 990-PF FORM 990-PF SCHEDULE B PART I AND II SCHEDULE B PART I AND II ARE REPORTING CONTRIBUTIONS MADE TO THE FOUNDATION. THE FIRST AMENDED RETURN REPORTED NO CONTRIBUTIONS TO THE FOUNDATION. PENALY ABATEMENT REQUEST ATTACHMENT TO AMENDED FORM 4720 THE SAMUELS FAMILY FOUNDATION FILED 2021 FORM 4720 REPORTING UNDISTRIBUTED INCOME. FORM 4720 WAS NOT EXTENDED BECAUSE IT WAS NOT KNOWN AT THE TIME OF EXTENSION THAT THERE WERE NO DISTRIBUTIONS.IT WAS SUBSEQUENTLY DISCOVERED THAT THE FOUNDATION DID MAKE DISTRIBUTIONS IN 2021 TO A PUBLIC CHARITY IN THE AMOUNT OF $5,201,627, WELL IN EXCESS OF ITS REQUIRED DISTRIBUTIONS. THE FOUNDATION HAS FILED AN AMENDED FORM 990-PF TO REPORT THE DISTRIBUTIONS TO A PUBLIC CHARITY. SINCE THE DISTRIBUTIONS TO THE PUBLIC CHARITY WERE IN EXCESS OF THE REQUIRED AMOUNT, THERE IS NO EXCISE TAX ON UNDISTRIBUTED INCOME.WE RESPECTFULLY REQUEST THE TAX ON UNDISTRIBUTED INCOME BE REFUNDED BACK TO THE FOUNDATION.SINCE FORM 4720 WAS NOT ULTIMATELY REQUIRED, WE RESPECTFULLY REQUEST THAT ALL PENALTIES AND INTEREST BE ABATED ASSOCIATED WITH THE ERRONEOUSLY FILED ORIGINAL FORM 4720. CORPORATE STOCKS AND MUTUAL FUNDS 33216245 44524408 VALUE OF GRANT IN EXCESS OF COST BASIS 371902 TAX-EXEMPT INCOME 263778 INVESTMENT MANAGEMENT FEES 148146 148146 0 BOOKKEEPING FEES 135444 135444 0 BARBARA SAMUELS 1111 HERMANN DRIVE APT 16D HOUSTON TX 77004 FOREIGN TAXES 7556 7556 0