2026-01-15T11:40:49-06:00 2025-08-31 742392222 SOL SCHWARTZ & ASSOCIATES PC 8000 IH 10 WEST SUITE 1100 SAN ANTONIO TX 78230 990PF 2024-09-01 262508550 SAM AND HELGA FELDMAN FOUNDATION SAMA 2103445052 1314 SPANISH OAKS SAN ANTONIO TX 78213 SOL SCHWARTZ PRESIDENT 2103445052 2026-01-15 1 1 JEFF JACKSON P00357521 2103848000 2024 2025-03-06 01:10:19Z X 32119654 X 3500 X 333073 333073 1624985 15853220 1624985 1961558 1958058 375000 325000 50000 21150 21150 0 234364 234364 0 20257 0 0 650771 580514 50000 1302372 1302372 1953143 580514 1352372 8415 1377544 363611 247158 247158 17722013 18453709 29375817 2232794 1974955 2063530 837778 415184 433149 -73605 0 0 21082591 21091006 32119654 0 0 X 0 0 0 0 21082591 21091006 21082591 21091006 21082591 21091006 21082591 8415 0 21091006 0 21091006 MORGAN STANLEY #9042 2024-09-01 2025-08-31 7162812 5475072 1687740 1687740 MORGAN STANLEY #9042 2024-09-01 2025-08-31 8690408 8753163 -62755 -62755 1624985 19148 0 19148 0 19148 0 0 0 0 0 0 19148 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A MR SOL SCHWARTZ PRESIDENT 2103445052 1314 SPANISH OAKS DR SAN ANTONIO TX 78213 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SOL SCHWARTZ 1314 SPANISH OAKS SAN ANTONIO TX 78213 PRESIDENT 1.00 0 0 0 LEE SCHWARTZ 3626 TIMBERSIDE CIRCLE HOUSTON TX 77025 SECRETARY 1.00 0 0 0 DAVID M TAYLOR 700 N PEARL ST DALLAS TX 75201 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 30707886 160763 0 30868649 0 0 30868649 463030 30405619 1520281 1520281 19148 19148 1501133 0 1501133 0 1501133 1352372 0 1352372 1501133 1264320 0 0 1352372 1264320 0 0 88052 0 0 0 0 0 0 0 0 1413081 0 0 0 MR SOL SCHWARTZ PRESIDENT 1314 SPANISH OAKS DR SAN ANTONIO TX 78213 2103445052 THE GRANTEE WILL COMPLETE AN APPLICATION THAT INCLUDES A BRIEF HISTORY, DESCRIPTION OF THE PROJECT, AMOUNT REQUESTED AND DATE PAYMENT IS NEEDED, A COMPLETE PROJECT BUDGET, CURRENT YEAR TO DATE FISCAL STATEMENTS, LIST OF MEMBERS IN ITS GOVERNING BODY, AND COPY OF ITS EXEMPTION LETTER NO THE APPLICANT IS REQUIRED TO SET OUT THE PURPOSE OF THE GRANT, OBLIGATING IT TO FULFILL THE PURPOSE, PROVIDE REPORTS ON ITS UTILIZATION AND ACKNOWLEDGES THE FOUNDATION TO WITHHOLD AND/OR RECOVER GRANTS IN CASE SUCH FUNDS ARE OR APPEAR TO BE MISUSED. AISHEL HOUSE 1955 UNIVERSITY BLVD HOUSTON TX 77030 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION THAT PROVIDES PATIENTS & FAMILIES OF ALL FAITHS VISITING THE TEXAS MEDICAL CENTER WITH CARING SUPPORT INCLUDING ACCOMMODATIONS, TRANSPORTATION, MEALS, CHILD CARE & PERSONAL COUNSELING 18000 ALZHEIMER'S ASSOCIATION SAN ANTONIO 1100 NORTHWEST LOOP 410 SUITE 302 SAN ANTONIO TX 78213 NONE 501(C)(3) TO CONTRIBUTE TO THE ORGANIZATION, WHICH PROVIDES SUPPORT SERVICES TO ALL THOSE FACING ALZHEIMER'S AND OTHER DEMENTIA AT NO CHARGE TO INDIVIDUALS AND FAMILIES LIVING WITH THE DISEASE, CARE PARTNERS AND CLINICIANS. 10000 AMERICAN CANCER SOCIETY 3380 CHASTAIN MEADOWS PKWY NW SUITE 200 KENNESAW GA 30144 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION THAT PROMOTES HEALTHY LIFESTYLES TO PREVENT CANCER AND PROVIDES INFORMATION, ANSWERS, AND SUPPORT TO ANYONE EFFECTED BY CANCER. 50500 ANY BABY CAN 6207 SHERIDAN AVE AUSTIN TX 78723 NONE 501(C)(3) TO SUPPORT AN ORGANIZATION WHICH PARTNERS WITH FAMILIES TO BUILD STABIILITY AND ADDRESSING PHYSICAL, DEVELOPMENTAL AND EMOTIONAL WELL-BEING OF CHILDREN 10000 ASCENSION SETON FUNDATION 1206 WEST 38TH STREET SUITE 4200 AUSTIN TX 78705 NONE 501(C)(3) TO CONTRIBUTE TO THE FOUNDATION WHICH SUPPORTS HEALTHCARE OF POOR AND VULNERABLE PERSONS THROUGH ITS ASCENSION SETON MEDICAL CENTER AUSTIN, DELL SETON MEDICAL CENTER 10000 BAYLOR SCOTT WHITE DALLAS FDN 301 N WASHINGTON AVE DALLAS TX 75246 NONE 501(C)(3) CONTRIBUTIOON TO ORGANIZATION THAT FUNDS INNOVATIVE MEDICAL RESEARCH AND PROGRAMS. 10000 BIG COUNTRY VETERANS 1620 FM 1756 TRUSCOTT TX 79227 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION THAT HONORS AND SUPPORTS VETARANS AND THEIR FAMILIES. 20000 BIOBRIDGE GLOBAL 6211 IH 10 WEST SAN ANTONIO TX 78201 NONE 501(C)(3) CONTRIBUTION TO THE HEALTHCARE COMMUNITY TO PROVIDE LIFESAVING THERAPIES TO PATIENTS AND TO SUPPORT ADVANCES IN ADVANCED THERAPIES. 10000 CAMP HASC INC 1563 49TH STREET BROOKLYN NY 11219 NONE 501(C)(3) CONTRIBUTION TO PROVIDE FUNDING FOR SUMMER PROGRAM FOR CHILDREN AND ADULTS WITH SPECIAL NEEDS, INTELLECTUAL AND PHYSICAL DISABILITIES. 350000 CENTRAL TX SPCA PO BOX 98 CEDAR PARK TX 78630 NONE 501(C)(3) CONTRIBUTION TO FUND ANIMAL ADOPTION CENTER AND SANCTUARY. 150000 CHABAD OF GREATER SATX 14535 BLANCO RD SAN ANTONIO TX 78216 NONE 501(C)(3) TO CONTRIBUTE TO THE ORGANIZATION WITH EDUCATIONAL AND CULTURAL PROGRAMS FOR CHILDREN AND ADULTS 5000 CHILDREN'S MEDICAL CENTER FOUNDATION 2777 N STEMMONS FWY STE 1700 DALLAS TX 75207 NONE 501(C)(3) CONTRIBUTION TO FOUNDATION THAT SUPPORT CHILDREN'S HEALTH TO BUILD A HEALTHIER COMMUNITY. 10000 DALLAS WOMANS CLUB 7000 PARK LN DALLAS TX 75225 NONE 501(C)(3) CONTRIBUTION TO PROVIDE FUNDING FOR GRANT SCHOLARSHIPS IN ACADEMIC AND FINE ARTS FIELDS. 5000 DAVID HOROWITZ FREEDOM CENTER PO BOX 55089 SHERMAN OAKS CA 91499 NONE 501(C)(3) TO SUPPORT THE ORGANIZATION WHICH, FOCUSES ON DEFENDING AMERCA'S FREE SOCIETY THROUGH EDUCATING THE PUBLIC TO PRESERVE TRADITIONAL CONSTITUTIONAL VALUES OF INDIVIDUAL FREEDOM, RULE OF LAW, ETC. 2500 DISCOVERY CAMPS INC PO BOX 692153 SAN ANTONIO TX 78269 NONE 501(C)(3) TO CONTRIBUTE TO THE ORGANIZATION WHICH SUPPORTS CHILDREN AND FAMILIES HAVING PEDIATRIC CANCER THROUGH CAMP EXPERIENCES. 10000 EAST TX FOOD BANK 3201 ROBERTSON ROAD TYLER TX 75701 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION THAT PROVIDE MEALS FOR UNDERPRIVILEGED FAMILIES. 10000 EQUEST PO BOX 171779 DALLAS TX 75217 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION WHO PROVIDES EQUINE THERAPY TO CHILDREN AND ADULTS. 50000 FIDF PO BOX 4224 NEW YORK NY 10163 NONE 501(C)(3) CONTRIBUTION TO ORGNAIZATION EMPOWERING SOLDIERS, VETERANS, AND FAMILY MEMBER THROUGH EDUCATIONAL, FINANCIAL, WELL-BEING, AND CULTURAL INITIATIVES. 35000 FOREFRONT LIVING FDN 12467 MERIT DRIVE DALLAS TX 75251 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION THATS OFFERS SPECIAL PROGRAMS AND CLINICAL SERVICES FOR UNFUNDED PATIENTS. 20000 GUIDE DOGS FOR THE BLIND PO BOX 151200 SAN RAFAEL CA 94915 NONE 501(C)(3) TO SUPPORT THE GUIDE DOG SCHOOL FOR BLIND PEOPLE 25000 HILLSDALE COLLEGE 33 E COLLEGE ST HILLSDALE MI 49242 NONE 501(C)(3) TO SUPPORT INDEPENDENT COLLEGE OF ARTS 2500 KIDNEY TEXAS INC 8215 WESTCHESTER DR SUITE 240A DALLAS TX 75225 NONE 501(C)(3) CONTRIBUTION TO PROVIDE FUNDING TO IMPROVE THE METHODS OF TREATMENT, THE SEARCH FOR A CURE AND PREVENTION OF KIDNEY DISEASE AND OTHER KINDRED OR CONTRIBUTORY DISEASES; AND TO DEVELOP MORE ADEQUATE PROVISION FOR THE CARE OF PERSONS SUFFERING FROM SUCH DISEASES. 25000 METHODIST HOSPITAL FOUNDATION 8701 W DODGE ROAD SUITE 450 OMAHA NE 68114 NONE 501(C)(3) TO SUPPORT THE ORGANIZATION, WHICH SUPPORTS COMMUNITY IN CANCER CARE, CHARITABLE CARE, COMMUNITY SERVICE AND EDUCATION 25000 MUSICAL BRIDGES AROUND THE WORLD 23705 FRONTAGE ROAD SUITE 101 SAN ANTONIO TX 78257 NONE 501(C)(3) TO SUPPORT A NONPROFIT ORGANIZATION WHICH PROVIDES EDUCATION IN MUSIC 10000 REVIVED SOLDIERS 426 RAEHN ST ORLANDO FL 32806 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION PROVIDING AID TO THE PEOPLE OF UKRAINE AND SUPPORTING THEIR FUNDAMENTAL HUMAN RIGHTS. 10000 RODFEI SHOLOM PRE-SCHOOL 3003 SHOLOM DRIVE SAN ANTONIO TX 78230 NONE 501(C)(3) TO SUPPORT ORGANIZATION FOCUSED ON CHILDREN'S EDUCATION 40000 SALVATION ARMY - WOMEN'S AUXILIARY 521 W ELMIRA ST SAN ANTONIO TX 78212 NONE 501(C)(3) CONTRIBUTION TO PROVIDE FUNDING TO BETTER THE COMMUNITY THROUGH MULTIPLE PROGRAMS. 11200 SIMON WIESENTHAL CENTER 1399 SOUTH ROXBURY DRIVE LOS ANGELES CA 90035 NONE 501(C)(3) CONTRIBUTION TO JEWISH HUMAN RIGHTS ACTIVIST ORGANIZATION. 5000 SISTERS OF THE ORDER OF SAINT BASIL THE GREAT 710 FOX CHASE ROAD FOX CHASE MANOR PA 19046 NONE 501(C)(3) TO CONTRIBUTE TO THE INTERNATIONAL ORDER OF EASTERN CATHOLIC WOMEN 10000 STARR FAMILY JEWISH DAY SCHOOL 3003 SHOLOM DR SUITE 200 SAN ANTONIO TX 78230 NONE 501(C)(3) CONTRIBUTION TO EDUCATIONAL ORGANIZATION. 75000 THE BROOKWOOD COMMUNITY 1752 FM 1489 BROOKSHIRE TX 77423 NONE 501(C)(3) TO SUPPORT NON-PROFIT RESIDENTIAL AND VOCATIONAL COMMUNITY FOR ADULTS WITH DISABILITIES 100000 THE CADE R ALPARD FOUNDATION FOR PEDIATRIC LIVER DISEASE PO BOX 19376 HOUSTON TX 77224 NONE 501(C)(3) TO SUPPORT AN ORGANIZATION WHICH IS FOCUSED ON A CURE FOR PEDIATRIC LIVER DISEASE AND ITS COMPLICATIONS THROUGH THE SUPPORT OF RESEARCH AND EDUCATION 30000 THE CRYSTAL CHARITY BALL 3838 OAK LAWN AVENUE SUITE L150 DALLAS TX 75219 NONE 501(C)(3) TO SUPPORT THE ORGANIZATION IN ITS AID, SUPPORT AND CONTRIBUTIONS TO CHILDREN'S CHARITIES IN DALLAS COUNTY 50000 TRINITY EPISCOPAL SCHOOL 3901 BEE CAVES ROAD AUSTIN TX 78746 NONE 501(C)(3) TO SUPPORT EDUCATIONAL INSTITUTION FOR PK-8 GRADE STUDENTS 10000 TUNNEL TO TOWERS FDN 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION PROVIDING EDUCATIONAL AND FINANCIAL SUPPORT TO FIRST RESPONDERS AND THEIR FAMILIES. 2000 UT HEALTH SAN ANTONIO 7703 FLOYD CURL DRIVE SAN ANTONIO TX 78229 NONE 501(C)(3) TO SUPPORT THE ACADEMIC RESEARCH INSTITUTION 2500 WESLEY RANKINS COM CENTER 3100 CROSSMAN AVE DALLAS TX 75212 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION THAT PROVIDES EDUCATION TO LOWER INCOME FAMILIES. 8172 WOMEN'S COUNCIL OF THE DALLAS ARBORETUM AND BOTANICAL GARDEN 6125 LUTHER LANE BOX 166 DALLAS TX 75225 NONE 501(C)(3) TO SUPPORT A NONPROFIT SUPPORTING THE ARBORETUM AND HONOR THE LEGACY AND CONTRIBUTIONS OF WOMEN. 25000 ZAKA 2920 AVENUE R SUITE 208 BROOKLYN NY 11229 NONE 501(C)(3) TO SUPPORT ISRAEL'S INTERNATIONAL DISASTER RESPONSE NGO 10000 SAN ANTONIO COMMUNITY 3003 SHOLOM DR SUITE 200 SAN ANTONIO TX 78230 NONE 501(C)(3) CONTRIBUTION TO SUPPORT THE JEWISH COMMUNITY IN SAN ANTONIO. 40000 1302372 0 14 333073 1624985 0 333073 1624985 1958058 8 TO SUPPORT THE ARTS, RELIGIOUS, EDUCATIONAL, CHARITABLE, SCIENTIFIC, LITERARY AND OTHER ORGANIZATIONS THAT QUALIFY UNDER IRC CODE SECTION 501(C)(3). 0 0 0 0 0 0 0 0 0 0 X 1 ESTATE OF HELGA FELDMAN 6 GLENSHIRE CT DALLAS TX 75225 3500 X CPA FEES 21150 21150 0 CORPORATED FIXED INCOME 1974955 2063530 STOCKS 18453709 29375817 MUTUAL FUNDS AT COST 415184 433149 CONTRIBUTIONS PAID BEFORE FISCAL YEAR END -73605 0 0 ADVISORY FEES 231705 231705 0 OTHER PROFESSIONAL FEES 2659 2659 0 TAXES 20257 0 0