2025-06-23T15:25:43-05:00 2024-08-31 742392222 SOL SCHWARTZ & ASSOCIATES PC 8000 IH 10 WEST SUITE 1100 SAN ANTONIO TX 78230 990PF 2023-09-01 262508550 SAM AND HELGA FELDMAN FOUNDATION SAMA 2103445052 1314 SPANISH OAKS SAN ANTONIO TX 78213 HELGA FELDMAN PRESIDENT 2103445052 2025-06-18 1 0 JEFF JACKSON P00357521 2103848000 2023 2025-03-06 01:10:19Z X X X 29650581 X 72090 372498 372498 1054664 10357924 1054664 1499252 1427162 300000 250000 50000 207459 207459 0 507459 457459 50000 967205 967205 1474664 457459 1017205 24588 969703 325132 363611 363611 16904188 17722013 26166836 1693997 2232794 2337852 2134686 837778 855887 0 -73605 -73605 21058003 21082591 29650581 0 0 X 0 0 0 0 21058003 21082591 21058003 21082591 21058003 21082591 21058003 24588 0 21082591 0 21082591 MORGAN STANLEY #9042 2023-09-01 2024-08-31 5292931 4119631 1173300 1173300 MORGAN STANLEY #9042 2023-09-01 2024-08-31 5064993 5183629 -118636 -118636 1054664 13479 0 13479 0 13479 0 0 0 0 13479 0 0 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 100000 0 0 LEE SCHWARTZ 3626 TIMBERSIDE CIRCLE HOUSTON TX 77025 SECRETARY 1.00 100000 0 0 DAVID M TAYLOR 700 N PEARL ST DALLAS TX 75201 VICE PRESIDENT 1.00 100000 0 0 NONE 0 NONE 0 0 26930589 135096 0 27065685 0 0 27065685 405985 26659700 1332985 1332985 13479 13479 1319506 0 1319506 0 1319506 1017205 0 1017205 1319506 962019 0 0 1017205 962019 0 0 55186 0 0 0 0 0 0 0 0 1264320 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. 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 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. 30000 BIG COUNTRY VETERANS 1620 FM 1756 TRUSCOTT TX 79227 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION THAT HONORS AND SUPPORTS VETARANS AND THEIR FAMILIES. 12000 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. 400000 CENTRAL TX SPCA PO BOX 98 CEDAR PARK TX 78630 NONE 501(C)(3) CONTRIBUTION TO FUND ANIMAL ADOPTION CENTER AND SANCTUARY. 50000 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. 25000 CALLIER CENTER FOR COMMUNICATION DISORDERS 1966 INWOOD ROAD DALLAS TX 75235 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION THAT PROVIDES SUPPORT TO HELP INDIVIDUALS TO OVERCOME COMMUNICATION DISORDERS. 5000 CONGREGATION RODFEI SHOLOM 3003 SHOLOM DRIVE SAN ANTONIO TX 78230 NONE 501(C)(3) CONTRIBUTION TO RELIGIOUS ORGANIZATION. 36000 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. 4000 DELTA GAMMA FDN DALLAS PO BOX 700041 DALLAS TX 75370 NONE 501(C)(3) CONTRIBUTION TO FOUNDATION THAT FINANCIALLY SUPPORTS LOCAL COLLEGIATE CHAPTERS. 4500 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. 5000 EAST TX FOOD BANK 3201 ROBERTSON ROAD TYLER TX 75701 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION THAT PROVIDE MEALS FOR UNDERPRIVILEGED FAMILIES. 5000 EQUEST PO BOX 171779 DALLAS TX 75217 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION WHO PROVIDES EQUINE THERAPY TO CHILDREN AND ADULTS. 6000 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 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. 10000 GUIDING EYES FOR THE BLIND 611 GRANITE SPRINGS RD YORKTOWN HEIGHTS NY 10598 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION THAT PROVIDES GUIDE DOGS TO PEOPLE WITH VISION LOSS. 50000 JEWISH FEDERATION 12500 NW MILITARY HWY 200 SAN ANTONIO TX 78231 NONE 501(C)(3) CONTRIBUTION TO RELIGIOUS ORGANIZATION. 85000 JUNIOR LEAGUE OF DALLAS 8003 INWOOD RD DALLAS TX 75209 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION OF WOMEN COMMITTED TO PROMOTING VOLUNTARISM, DEVELOPING THE POTENTIAL OF WOMEN AND IMPROVING THE COMMUNITY THROUGH EFFECTIVE ACTION AND LEADERSHIP OF TRAINED VOLUNTEERS. 5000 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. 43605 NORTH TX FOOD BANK 3677 MAPLESHADE LANE PLANO TX 75075 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION THAT PROVIDE MEALS FOR UNDERPRIVILEGED FAMILIES. 10000 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. 5000 SIMON WIESENTHAL CENTER 1399 SOUTH ROXBURY DRIVE LOS ANGELES CA 90035 NONE 501(C)(3) CONTRIBUTION TO JEWISH HUMAN RIGHTS ACTIVIST ORGANIZATION. 3000 STARR FAMILY JEWISH DAY SCHOOL 3003 SHOLOM DR SUITE 200 SAN ANTONIO TX 78230 NONE 501(C)(3) CONTRIBUTION TO EDUCATIONAL ORGANIZATION. 77000 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 VALLEY BETH SHALOM 15739 VENTURA BOULEVARD ENCINO CA 94136 NONE 501(C)(3) CONTRIBUTION TO RELIGIOUS ORGANIZATION. 3600 WESLEY RANKINS COM CENTER 3100 CROSSMAN AVE DALLAS TX 75212 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION THAT PROVIDES EDUCATION TO LOWER INCOME FAMILIES. 10000 WIPE OUT KIDS CANCER 1349 EMPIRE CENTRAL SUITE 100 DALLAS TX 75247 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION DEDICATED TO ERADICATING CHILDHOOD CANCER AND INCREASING SURVIVAL RATES. 10000 DELL CHILDREN'S FOUNDATION 4900 MUELLER BLVD AUSTIN TX 78723 NONE 501(C)(3) CONTRIBUTION TO ORGANIZATION DEDICATED TO FUNDING MEDICAL CARE, RESEARCH AND EDUCATION THAT SAVES AND IMPROVES THE LIVES OF MILLIONS OF CHILDREN EACH YEAR. 10000 967205 0 14 372498 1054664 0 372498 1054664 1427162 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 X 1 ESTATE OF HELGA FELDMAN 6 GLENSHIRE CT DALLAS TX 75225 72090 X CORPORATED FIXED INCOME 2232794 2337852 STOCKS 17722013 26166836 MUTUAL FUNDS AT COST 837778 855887 CONTRIBUTIONS PAID BEFORE FISCAL YEAR END 0 -73605 -73605 ADVISORY FEES 207459 207459 0