2025-11-13T19:08:04-06:00 2024-12-31 420714325 RSM US LLP 1330 POST OAK BLVD STE 2400 HOUSTON TX 77056 990PF 2024-01-01 760155368 SALLY & BERNARD FUCHS CHARITABLE FOUNDATION SALL 7136253500 121 N POST OAK LN UNIT 2206 HOUSTON TX 770247717 JAMIE SANDERS PRESIDENT 7136253500 2025-11-10 1 0 JAMIE SANDERS P01508979 7136253500 2025-11-10 2024 2025-03-06 01:10:19Z X 170461 X 0 X 4528 4528 17031 114223 17031 21559 21559 0 0 0 0 0 7796 3898 0 3898 587 587 0 0 36 36 0 0 8419 4521 0 3898 83250 83250 91669 4521 0 87148 -70110 17038 0 67735 76693 76693 52190 3392 3392 34935 35013 45525 66871 37418 37697 7332 6438 6817 622 337 337 229685 159291 170461 0 0 X 1000 1000 0 0 228685 158291 229685 159291 229685 159291 229685 -70110 0 159575 284 159291 NORTHERN TRUST #9836 PUBLICLY TRADED SECURITIES 25245 24074 1171 1171 NORTHERN TRUST #9836 PUBLICLY TRADED SECURITIES 88469 73118 15351 15351 CAPITAL GAINS DIVIDENDS P 509 509 509 17031 237 0 237 0 237 574 0 0 0 574 0 337 337 0 0 0 0 0 0 0 0 0 0 1 1 1 TX 1 0 0 0 0 1 N/A BERNARD FUCHS 7136253500 121 N POST OAK LN APT 2206 HOUSTON TX 77024 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BERNARD FUCHS 121 N POST OAK LN APPT 2206 HOUSTON TX 77024 PRES/TREAS 2.00 0 0 0 ROSLYN BETH FUCHS HAIKIN 121 N POST OAK LN APPT 2206 HOUSTON TX 77024 VP / SEC 2.00 0 0 0 NONE 0 NONE 0 NONE 0 0 0 106829 106133 0 212962 0 0 212962 3194 209768 10488 10488 237 237 10251 0 10251 0 10251 87148 0 87148 10251 0 0 59944 134712 112933 200544 136978 645111 87148 0 0 0 10251 76897 0 0 722008 0 0 0 0 0 0 59944 662064 134712 112933 200544 136978 76897 BERNARD FUCHS X HOLOCAUST MUSEUM HOUSTON 5401 CAROLINE ST HOUSTON TX 77002 NONE PC PROGRAM SUPPORT 10000 HOUSTON FOOD BANK 535 PORTWALL ST HOUSTON TX 77029 NONE PC PROGRAM SUPPORT 10000 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVE 3RD FL NEW YORK NY 10017 NONE PC PROGRAM SUPPORT 250 ST JUDE CHILDRENS HOSPITAL 5847 SAN FELIPE ST SUITE 2325 HOUSTON TX 77057 NONE PC PROGRAM SUPPORT 1000 SEVEN ACRES JEWISH SENIOR CARE SERVICES 6262 NORTH BRAESWOOD BOULEVARD HOUSTON TX 77074 NONE PC PROGRAM SUPPORT 10000 EVELYN RUBENSTEIN JEWISH COMMUNITY CENTER 5601 SOUTH BRAESWOOD BOULEVARD HOUSTON TX 77074 NONE PC PROGRAM SUPPORT 50000 CHAI LIFELINE 151 WEST 30TH STREET NEW YORK NY 10001 NONE PC PROGRAM SUPPORT 1000 AMERICAN FRIENDS OF YESHIVAS TIFERES YISROEL 1271 EAST 35TH STREET NEW YORK NY 11210 NONE PC PROGRAM SUPPORT 1000 83250 0 14 4528 18 17031 0 21559 0 21559 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 7796 3898 0 3898 NONE 0 NO PLAN OF DISSOLUTION AT THIS TIME 121 N POST OAK LN UNIT 2206 HOUSTON TX 77024 THERE IS NO PLAN OF DISSOLUTION AT THIS TIME. THE SUBSTANTIAL CONTRACTION WAS DUE TO A DISTRIBUTION OF $83,250 OF GRANTS TO PUBLIC CHARITIES AS SHOWN ON PART XIV. PLEASE CONTACT THE FOUNDATION WITH QUESTIONS. 83250 NORTHERN HIGH YIELD 4371 4492 NORTHERN EQUITY TIPS INDEX FUND 5009 5025 MFB NORTHERN FUNDS BD INDEX FD 20334 20404 MFO VANDGUARD INFLATION PROTECTED SECURITIES 3348 3287 MFC ISHARES TR BROAD USD HY CORP 4356 4489 NORTHERN FUNDS SMALL CAP INDEX FD 1528 1807 NORTHERN INTL EQUITY INDEX FD 7242 8249 NORTHERN MULTI-MGR EMERGING 4966 5457 NORTHERN FUNDS STK INDEX FD LARGE CAP 18373 26702 NORTHERN EQUITY INDEX FD MID CAP 1553 1759 DFA INTL SMALL CO PORT FUND 1351 1551 NORTHERN FDS GLOBAL REAL EST. AT COST 4853 5072 MFC FLEXSHARES TR MORNINGSTAR AT COST 1585 1745 THE SALLY & BERNARD FUCHS CHARITABLE FOUNDATION MADE CHARITABLE GRANTS IN 2024 THAT CAUSED A SUBSTATNTIAL CONTRACTION IN THE FOUNDATION. THERE IS NO PLAN OF LIQUIDIATION AT THIS TIME. HOWEVER, THE FOUNDATION CONTINUES TO DISTRIBUTE ABOVE ITS 5% REQUIREMENT TO COMMUNITY CHARITIES IN LINE WITH HOW IT HAS DISTRIBUTED GRANTS IN THE PAST. DUE TO THE LACK OF ADDITIONAL CONTRIBUTIONS, THE FOUNDATION ASSETS ARE DECREASING, AND THE 2024 GRANT DISTRIBUTIONS OVER AND ABOVE THE 5% REQUIREMENT CAUSED A SUBSTANTIAL CONTRACTION OF THE ASSETS OF THE FOUNDATION. EXCISE TAX RECEIVABLE 573 337 337 OTHER ASSETS 49 0 0 PRIOR PERIOD ADJUSTMENTS 284 PROFESSIONAL FEES 587 587 0 0 FOREIGN TAXES WITHHELD 36 36 0 0