2024-11-15T16:14:41-06:00 2023-12-31 351750664 DAUBY O'CONNOR & ZALESKI LLC 501 CONGRESSIONAL BLVD 300 CARMEL IN 46032 990EZ 2023-01-01 742114926 JB GOLDBERG B'NAI B'RITH SENIOR CITIZENS TOWER INC JBGO 7137712417 10909 FONDREN ROAD HOUSTON TX 770965512 MIKE MERKIN PRESIDENT 7137712417 2024-10-24 1 0 MICHAEL BREINING P01736574 3178485700 2023 2024-10-15 13:58:12Z X N/A X X 149532 X 96805 6646 7221 2921 2921 35939 149532 11000 8010 75753 94763 54769 241142 5207 301118 X 17045 34215 224097 266903 241142 301118 0 0 241142 301118 X TO ASSIST IN THE PROVISION OF HOUSING FACILITIES AND SERVICES TO LOW INCOME, ELDERLY PEOPLE. A MEAL PROGRAM IS PROVIDED WHERE THE RESIDENTS PAY A SMALL AMOUNT FOR A MEAL DELIVERED BY HU'S GARDEN RESTAURANT AND THE FOUNDATION FUNDS THE REMAINDER OF THE COSTS. RESIDENTS ALSO RECEIVE OCCASIONAL MEAL BOXES. 0 45815 MISCELLANEOUS PROGRAM SERVICES TO ASSIST IN THE PROVISION OF HOUSING FACILITIES AND SERVICES TO LOW INCOME ELDERLY PEOPLE. INCLUDING BUT NOT LIMITED TO PROVIDING TRANSPORTATION ASSISTANCE TO RESIDENTS WHO NEED TO VISIT DOCTORS, BUY GROCERIES, OR HOME HEALTHCARE. 0 5128 A HOUSEKEEPING PROGRAM IS PROVIDED WHERE THE RESIDENTS SIGN UP FOR HOUSEKEEPING SERVICES AND PAY A SMALL AMOUNT TOWARD THE COST AND THE FOUNDATION PAYS THE REMAINDER. 0 8987 59930 SETH RIKLIN VICE-PESIDENT 0.10 0 0 0 MIKE MERKIN PRESIDENT 0.10 0 0 0 CAROL NEIDER SECRETARY 0.10 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 TX PHYLLIS DAVIS 10909 FONDREN ROAD HOUSTON TX 77096 2516895340 0 0 0 0 0 0 0 0 0 0 NONE 0 NONE 0 1 X 45147 35035 37768 51943 107629 277522 13556 4485 4842 7161 6646 36690 58703 39520 42610 59104 114275 314212 0 0 0 314212 27939 31950 29808 27476 35186 152359 27939 31950 29808 27476 35186 152359 10 1135 53 72 1270 86642 71480 73553 86633 149533 467841 0.67160 0.66580 0.32570 0.33140 X SCHEDULE A, PART III, SECTION B, LINE 12 MISCELLANEOUS REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME - INVESTMENTS. AMOUNT: 6,324. DESCRIPTION: DIVIDEND INCOME - INVESTMENTS. AMOUNT: 897. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 7,221. FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: MISCELLANEOUS REVENUE. AMOUNT: 72. DESCRIPTION: ROOFTOP RENTAL REVENUE. AMOUNT: 25,043. DESCRIPTION: NON-CASH CONTRIBUTIONS OF FOOD. AMOUNT: 10,824. TOTAL TO FORM 990-EZ, LINE 8: 35,939. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: GOLDBERG B'NAI B'RITH TOWERS. GRANTEE ADDRESS: 10909 FONDREN RD HOUSTON, TX 77096. METHOD USED TO DETERMINE BOOK VALUE: COST. METHOD USED TO DETERMINE FMV: COST. AMOUNT GIVEN: 6,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: JEWISH FAMILY SERVICES/MUSIC AND SPIRIT FUND. GRANTEE ADDRESS: 4131 S. BRAESWOOD HOUSTON, TX 77025. METHOD USED TO DETERMINE BOOK VALUE: COST. METHOD USED TO DETERMINE FMV: COST. AMOUNT GIVEN: 5,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 11,000. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: MODEL SEDER EXPENSE. AMOUNT: 4,738. DESCRIPTION: PROGRAM - HOUSEKEEPING EXPENSES. AMOUNT: 8,987. DESCRIPTION: PROGRAM - MEAL PROGRAM EXPENSES. AMOUNT: 45,815. DESCRIPTION: TRANSPORTATION EXPENSES. AMOUNT: 5,128. DESCRIPTION: UTILITY PASSTHROUGH EXPENSES. AMOUNT: 1,980. DESCRIPTION: ADMINISTRATIVE FEES (HJCF). AMOUNT: 544. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 3,294. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 5,267. TOTAL TO FORM 990-EZ, LINE 16: 75,753. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED (GAIN) LOSSES. AMOUNT: 5,207. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 224,097. END OF YEAR AMOUNT: 266,903. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.