2025-01-28T14:04:46-06:00 2023-12-31 420714325 RSM US LLP 1330 POST OAK BLVD STE 2400 HOUSTON TX 77056 990PF 2023-01-01 760155368 SALLY & BERNARD FUCHS CHARITABLE FOUNDATION SALL 7136253500 121 N POST OAK LN UNIT 2206 HOUSTON TX 770247717 JAMIE SANDERS PRESIDENT 7136253500 2025-01-17 1 1 JAMIE SANDERS P01508979 7136253500 2025-01-17 2023 2025-03-06 01:10:19Z X 251357 X 0 X 8088 8088 15160 128662 15160 23248 23248 0 0 0 0 0 3927 1963 0 1964 630 630 0 0 360 74 0 0 4917 2667 0 1964 150900 150900 155817 2667 0 152864 -132569 20581 0 122557 67735 67735 49946 52190 52190 67607 34935 54683 106151 66871 64174 15134 7332 11953 859 622 622 362254 229685 251357 0 0 X 1000 1000 0 0 361254 228685 362254 229685 362254 229685 362254 -132569 0 229685 0 229685 NORTHERN TRUST #9836 PUBLICLY TRADED SECURITIES 19501 19596 -95 -95 NORTHERN TRUST #9836 PUBLICLY TRADED SECURITIES 107938 93906 14032 14032 CAPITAL GAINS DIVIDENDS P 1223 1223 1223 15160 286 0 286 0 286 860 0 0 0 860 0 574 574 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 182183 146181 0 328364 0 0 328364 4925 323439 16172 16172 286 286 15886 0 15886 0 15886 152864 0 152864 15886 0 0 129311 59944 134712 112933 200544 637444 152864 0 0 0 15886 136978 0 0 774422 0 0 0 0 0 0 129311 645111 59944 134712 112933 200544 136978 BERNARD FUCHS X CONGREGATION BETH ISREAL 5600 N BRAESWOOD BLVD HOUSTON TX 77096 NONE PC PROGRAM SUPPORT 40000 HIAS 411 5TH AVE STE 1006 NEW YORK NY 10016 NONE PC PROGRAM SUPPORT 200 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 5000 HOUSTON FOOD BANK 535 PORTWALL ST HOUSTON TX 77029 NONE PC PROGRAM SUPPORT 5000 JEWISH FEDERATION OF GREATER HOUSTON 5603 S BRAESWOOD BLVD HOUSTON TX 77096 NONE PC PROGRAM SUPPORT 50000 MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVE 3RD FL NEW YORK NY 10017 NONE PC PROGRAM SUPPORT 200 ST JUDE CHILDRENS HOSPITAL 5847 SAN FELIPE ST SUITE 2325 HOUSTON TX 77057 NONE PC PROGRAM SUPPORT 500 CONGREGATION BETH ISREAL 5600 N BRAESWOOD BLVD HOUSTON TX 77096 NONE PC PROGRAM SUPPORT 30000 CONGREGATION BETH ISREAL 5600 N BRAESWOOD BLVD HOUSTON TX 77096 NONE PC PROGRAM SUPPORT 10000 150900 0 14 8088 18 15160 0 23248 0 23248 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 3927 1963 0 1964 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 $150,900 OF GRANTS TO PUBLIC CHARITIES AS SHOWN ON PART XIV. PLEASE CONTACT THE FOUNDATION WITH QUESTIONS. 150900 NORTHERN HIGH YIELD 53948 51268 NORTHERN EQUITY TIPS INDEX FUND 12923 12906 NORTHERN FUNDS SMALL CAP INDEX FD 3283 4441 NORTHERN INTL EQUITY INDEX FD 9746 13386 NORTHERN MULTI-MGR EMERGING 4746 5285 NORTHERN FUNDS STK INDEX FD LARGE CAP 17160 31571 NORTHERN FDS GLOBAL REAL EST. AT COST 4176 5155 MFC FLEXSHARES TR MORNINGSTAR AT COST 3156 6798 THE SALLY & BERNARD FUCHS CHARITABLE FOUNDATION MADE CHARITABLE GRANTS IN 2023 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 2023 GRANT DISTRIBUTIONS OVER AND ABOVE THE 5% REQUIREMENT CAUSED A SUBSTANTIAL CONTRACTION OF THE ASSETS OF THE FOUNDATION. EXCISE TAX RECEIVABLE 859 573 573 OTHER ASSETS 0 49 49 PROFESSIONAL FEES 630 630 0 0 FOREIGN TAXES WITHHELD 74 74 0 0 EXCISE TAX 286 0 0 0