Form990-PF
Click to see list of attachments

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
BEN AND MAYTEE FISCH FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)821 ESE Loop 323 Suite 590   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TYLER, TX75711
A Employer identification number

75-2732192
B Telephone number (see instructions)

(903) 617-6331
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$67,043,647J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 199,112
2 Check bullet
3 Interest on savings and temporary cash investments 97 97  
4 Dividends and interest from securities...... 1,217,916 1,217,916  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,662,900
b Gross sales price for all assets on line 6a 36,943,391
7 Capital gain net income (from Part IV, line 2)... 4,662,900
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 39,350 39,350  
12 Total. Add lines 1 through 11........ 6,119,375 5,920,263  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 25,379 25,379    
c Other professional fees (attach schedule).... Click to see attachment 420,420 420,420    
17 Interest............... 1,105 1,105    
18 Taxes (attach schedule) (see instructions) Click to see attachment 36,703      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,896 3,917   979
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 277,596 259,090   15,944
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 766,099 709,911   16,923
25 Contributions, gifts, grants paid........ 2,953,308 2,953,308
26 Total expenses and disbursements. Add lines 24 and 25 3,719,407 709,911   2,970,231
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,399,968
b Net investment income (if negative, enter -0-) 5,210,352
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 2,088,407 1,774,105 1,774,105
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 7,825,207 Click to see attachment6,983,311 6,952,062
b Investments—corporate stock (attach schedule)........ 24,759,406 Click to see attachment30,036,283 37,498,319
c Investments—corporate bonds (attach schedule)........ 1,012,283 Click to see attachment813,449 821,825
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 18,416,149 Click to see attachment16,918,426 19,974,077
14 Land, buildings, and equipment: basis bullet2,099
Less: accumulated depreciation (attach schedule) bullet2,099      
15 Other assets (describe bullet) Click to see attachment44,709 Click to see attachment23,259 Click to see attachment23,259
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 54,146,161 56,548,833 67,043,647
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 54,146,161 56,548,833
30 Total net assets or fund balances (see page 17 of the
instructions).................... 54,146,161 56,548,833
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 54,146,161 56,548,833
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 54,146,161
2 Enter amount from Part I, line 27a..................... 2 2,399,968
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 2,704
4 Add lines 1, 2, and 3.......................... 4 56,548,833
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 56,548,833
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a PASS THRU GAINS FROM K-1'S NET P 2013-01-01 2013-12-31
b capital gain distributions P 2013-01-01 2013-12-31
c GOLDMAN SACHS COVERED S/T - SEE SCH 23 P 2013-01-01 2013-12-31
d GOLDMAN SACHS NON-COVER S/T - SEE SCH 23 P 2013-01-01 2013-12-31
e GOLDMAN SACHS COVERED L/T - SEE SCH 23 P 2000-01-01 2013-12-31
GOLDMAN SACHS NON-COVER L/T - SEE SCH 23 P 2000-01-01 2013-12-31
MERRILL LYNCH COVERED S/T - SEE SCH 22 P 2013-01-01 2013-12-31
ML NON-COVERED S/T - SEE SCH 22 P 2013-01-01 2013-12-31
MERRILL LYNCH COVERED L/T - SEE SCH 22 P 2000-01-01 2013-12-31
ML NON-COVERED L/T - SEE SCH 22 P 2000-01-01 2013-12-31
ML NON-REPORTED L/T - SEE SCH 22 P 2000-01-01 2013-12-31
GS S/T WASH SALE DISALLOWED - SEE SCH 23 P 2013-01-01 2013-12-31
GS L/T WASH SALE DISALLOWED - SEE SCH 23 P 2000-01-01 2013-12-31
ML S/T WASH SALE DISALLOWED - SEE SCH 22 P 2013-01-01 2013-12-31
ML S/T WASH SALE DISALLOWED - SEE SCH 22 P 2013-01-01 2013-12-31
ML L/T WASH SALE DISALLOWED - SEE SCH 22 P 2000-01-01 2013-12-31
ML L/T WASH SALE DISALLOWED - SEE SCH 22 P 2000-01-01 2013-12-31
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 217,954     217,954
b 116,916     116,916
c 2,474,509   2,131,699 342,810
d 1,004,688   960,995 43,693
e 2,596,714   1,850,702 746,012
6,536,979   4,939,245 1,597,734
10,573,427   9,863,966 709,461
2,356,794   2,379,131 -22,337
5,498,024   4,792,360 705,664
5,442,777   5,274,262 168,515
75,172   88,131 -12,959
345     345
1,236     1,236
27,652     27,652
4,527     4,527
13,007     13,007
2,670     2,670
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       217,954
b       116,916
c       342,810
d       43,693
e       746,012
      1,597,734
      709,461
      -22,337
      705,664
      168,515
      -12,959
      345
      1,236
      27,652
      4,527
      13,007
      2,670
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 4,662,900
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 2,746,129 58,321,947 0.04709
2011 2,129,386 57,524,010 0.03702
2010 1,568,981 48,288,872 0.03249
2009 1,544,726 26,344,616 0.05864
2008 1,052,451 31,261,630 0.03367
2 Total of line 1, column (d) ...................... 2 0.20890
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.04178
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 62,840,876
5 Multiply line 4 by line 3....................... 5 2,625,429
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 52,104
7 Add lines 5 and 6......................... 7 2,677,533
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,970,231
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 52,104
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 52,104
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 52,104
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 47,446
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 18,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 65,446
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 13,342
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet13,342 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.fischfoundation.org
    14
    The books are in care ofbulletDAWN FRANKS Telephone no.bullet (903) 617-6331
    Located atbullet821 ESE Loop 323 Suite 590TYLERTX ZIP+4bullet75711
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    STEPHANIE FISCH GROSSMAN Vice President
    1.00     		0    
    PO BOX 6905
    TYLER,TX75711
    MANDY FUERST Secretary
    1.00     		0    
    PO BOX 6905
    TYLER,TX75711
    DAVID FUERST Director
    1.00     		0    
    P O BOX 6905
    TYLER,TX75711
    JAN F FUERST Director
    1.00     		0    
    PO BOX 6905
    TYLER,TX75711
    MARTEE F FUERST President
    1.00     		0    
    PO BOX 6905
    TYLER,TX75711
    SANDRA FISCH SOMER Director
    1.00     		0    
    P O BOX 6905
    TYLER,TX75711
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Fourth PartnerYour Philanthropy Consult/Recordkeep 78,175
    601 Shelley Dr
    Tyler,TX75701
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NONE 0
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,142,044
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    52,104
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    52,104
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,089,940
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    3,089,940
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    3,089,940
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 3,089,940
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 2,874,413
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 2,970,231
    a Applied to 2012, but not more than line 2a 2,874,413
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 95,818
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		2,994,122
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    BEN AND MAYTEE FISCH FOUNDATION
    PO BOX 6905
    TYLER,TX75711
    (903) 509-1771
    bThe form in which applications should be submitted and information and materials they should include:
    NO PRESCRIBED FORM
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES PRIMARILY WITHIN THE REGION OF EAST TEXAS.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    HOSPICE OF EAST TEXAS
    315 N BROADWAY
    TYLER,TX75702     		NONE PUBLIC HOSPICE OF EAST TEXAS BEREAVMENT PROGRAM 10,000
    EAST TEXAS FOOD BANK
    PO BOX 6974
    TYLER,TX75711     		NONE PUBLIC BACKPACK PROGRAM AND GENERAL OPERATIONS 100,000
    EAST TEXAS CRISIS CENTER
    PO BOX 7060
    TYLER,TX75711     		NONE PUBLIC Children's Prevention and Education Program 20,000
    TYLER DAY NURSERY
    2901 W GENTRY PKWY
    TYLER,TX75702     		NONE PUBLIC TUITION ASSISTANCE 30,000
    TYLER LIONS YOUTH SPORTS LITTLE SCH
    PO BOX 1354
    TYLER,TX75710     		NONE PUBLIC GENERAL OPERATIONS 2,000
    MAKE A WISH FOUNDATION
    215 WINCHESTER DR SUITE 109
    TYLER,TX75701     		NONE PUBLIC Wishes for Children 28,000
    BOYS GIRLS CLUB OF SMITH COUNTY
    PO BOX 130153
    TYLER,TX75713     		NONE PUBLIC General Operations 35,000
    EAST TEXAS SYMPHONY ORCHESTRA
    PO BOX 6323
    TYLER,TX75711     		NONE PUBLIC GENERAL OPERATING SUPPORT 20,000
    ST PAUL CHILDREN'S FOUNDATION
    1358 E RICHARDS ST
    TYLER,TX75702     		NONE PUBLIC ST. PAUL CHILDREN'S MEDICAL/DENTAL AND FOUNDATION 50,000
    YOUNG AUDIENCES OF NORTHEAST
    200 E AMHERST
    TYLER,TX75701     		NONE PUBLIC GENERAL OPERATIONS 25,000
    AZLEWAY BOYS' RANCH
    15892 CR 26
    TYLER,TX75707     		NONE PUBLIC NEW WASTE DISPOSAL SYSTEMS 50,000
    PARENTS ANONYMOUS INC
    717 W HOUSTON
    TYLER,TX75702     		NONE PUBLIC GENERAL OPERATIONS 30,000
    CANCER FOUNDATION FOR LIFE
    PO BOX 8257
    TYLER,TX75711     		NONE PUBLIC GENERAL OPERATIONS, RESEARCH PROJECT 60,000
    CONGREGATION BETH EL
    1010 CHARLESTON DRIVE
    TYLER,TX75703     		NONE PUBLIC GENERAL OPERATIONS 45,000
    BETHESDA HEALTH CLINIC
    P O BOX 1999
    TYLER,TX75710     		NONE PUBLIC DIABETIC PROGRAM 25,000
    UNIVERSITY OF TEXAS AT TYLER
    3900 UNIVERSITY BLVD
    TYLER,TX75799     		NONE EDUCATION ALUMI AWARD GALA SPONSORSHIP / COLLEGE OF PHARMACY/ALUMNI-FACULTY HOUSE 1,007,000
    FOURTH PARTNER FOUNDATION
    601 SHELLEY DRIVE SUITE 201
    TYLER,TX75701     		NONE PUBLIC GENERAL OPERATIONS 28,000
    ALZHEIMER'S ALLIANCE OF NE TEX
    211 WINCHESTER DR
    TYLER,TX75701     		NONE PUBLIC GENERAL OPERATIONS 30,000
    BOY SCOUTS OF AMERICA
    1331 E FIFTH ST
    TYLER,TX75701     		NONE PUBLIC AFRICAN AMERICAN OUTREACH SCOUTING EMPHASIS 35,000
    CHILDREN'S ADVOCACY CENTER OF SMITH
    2210 FRANKSTON HWY
    TYLER,TX75701     		NONE PUBLIC CAIP ADMINISTRATIVE SUPPORT 25,000
    HABITAT FOR HUMANITY
    822 W Front
    TYLER,TX75702     		NONE PUBLIC PARTIAL FUNDING FOR CONSTUCTION OF HOME 30,000
    JUNIOR LEAGUE OF TYLER
    1919 DONNYBROOK AVE
    TYLER,TX75701     		NONE PUBLIC SUMMER READING CAMP 10,000
    UNITED WAY OF TYLERSMITH COUNTY
    4000 SOUTHPARK
    TYLER,TX75703     		NONE PUBLIC GENERAL OPERATION - NONPROFIT DEVELOPMENT CENTER 35,000
    LEADERSHIP TYLER
    315 N BROADWAY SUITE 202
    TYLER,TX75701     		NONE PUBLIC CORE SESSION AND GENERAL SUPPORT 20,000
    CASA FOR KIDS OF EAST TX
    318 E FIFTH ST
    TYLER,TX75701     		NONE PUBLIC CASA VOLUNTEER RECRUITMENT, TRAINING AND SUPPORT 20,000
    PARENT SERVICES CENTER
    P O BOX 6807
    TYLER,TX75711     		NONE PUBLIC GENERAL OPERATIONS 25,000
    CHAMPIONS FOR CHILDREN
    421 S BONNER AVE
    TYLER,TX75702     		NONE PUBLIC GENERAL OPERATIONS 35,000
    YMCA OF TYLER
    225 S VINE AVE
    TYLER,TX75702     		NONE PUBLIC AFTER SCHOOL AND SUMMER CAMP PROGRAMS 30,000
    ATHENS SAMARITANS
    P O BOX 350
    ATHENS,TX75751     		NONE PUBLIC MAJOR HOME REPAIR 15,000
    SALVATION ARMY
    P O DRAWER 2050
    TYLER,TX75710     		NONE PUBLIC GENERAL OPERATIONS 30,000
    SOUTH TYLER ROTARY CLUB
    P O BOX 7153
    TYLER,TX75711     		NONE PUBLIC 21ST ANNUAL SPAGHETTI SUPPER 3,000
    TYLER RESCUE MINISTRIES
    P O BOX 132426
    TYLER,TX75713     		NONE PUBLIC GENERAL OPERATIONS 5,000
    BUCKNER CHILDREN FAMILY SERVICES
    600 N PEARL STREET SUITE 2260
    DALLAS,TX75601     		NONE PUBLIC STARS PROGRAM, LONGVIEW NINOS DE PROMESA PRESCHOOL 50,000
    JUNIOR ACHIEVEMENT
    2737 S BROADWAY AVE STE 207
    TYLER,TX75701     		NONE PUBLIC JA PROGRAM AT PEETE, BIRDWELL, JONES & ORR 23,640
    JEWISH CHILDREN'S REGIONAL SERVICEJ
    PO BOX 7368
    METAIRIE,LA70010     		NONE PUBLIC JEWISH YOUTH ASSISTANCE 5,000
    KOMEN TYLER RACE FOR THE CURE
    P O BOX 6217
    TYLER,TX75711     		NONE PUBLIC GENERAL OPERATIONS 12,000
    EAST TEXAS CHILD ADVOCATES
    PO BOX 3839
    LONGVIEW,TX75606     		NONE PUBLIC VOLUNTEER RECRUITMENT AND RETENTION 5,000
    THERAPET FOUNDATION
    PO BOX 130118
    TYLER,TX75713     		NONE PUBLIC WEB-BASED EDUCATIONAL OFFERINGS 10,000
    ANGEL LAYETTES INC
    PO BOX 6618
    TYLER,TX75711     		NONE PUBLIC OFFICE MANAGER/DIRECTOR OF VOLUNTEERS 27,260
    GIRL SCOUTS OF NORTHEAST TEXAS
    9126 HWY 271
    TYLER,TX75708     		NONE PUBLIC CAPITAL SUPPORT FOR SERVICE CENTER IN EAST TEXAS / GIRL SCOUTING IN THE SCHOOL DAY 70,000
    PREVENT CHILD ABUSE TEXAS
    13740 RESEARCH BLVD SUITE R-4
    AUSTIN,TX78750     		NONE PUBLIC CONFERENCE ON THE PREVENTION OF CHILD ABUSE 1,000
    ROCKIN' C RANCH
    5300 CR 325
    LINDALE,TX75771     		NONE PUBLIC OUTDOOR EDUCATION 15,000
    TYLER TYPE I DIABETES FOUNDATION
    713 WSW LOOP 323 STE H
    TYLER,TX75701     		NONE PUBLIC GENERAL OPERATIONS 19,700
    AMERICAN CANCER SOCIETY
    1301 S BROADWAY
    TYLER,TX75701     		NONE PUBLIC TRANSPORTATION RESTRICTED GIFT 30,000
    CAMP TYLER FOUNDATION
    PO BOX 1916
    WHITEHOUSE,TX75791     		NONE PUBLIC CTOS - GENERAL SUPPORT AND EQUIPMENT REPLACEMENT 20,000
    CATHOLIC CHARITIES OF TYLER
    PO BOX 2016
    TYLER,TX75710     		NONE PUBLIC MARKETING/DEVELOPMENT POSITION 15,000
    CIRCLE OF TEN
    205 E COMMERCE 205
    JACKSONVILLE,TX75766     		NONE PUBLIC CAPACITY TRAINING AND SUPPORT 30,000
    THE CLOTHES CLOSET MORE
    314 S MAIN ST
    JACKSONVILLE,TX75766     		NONE PUBLIC GENERAL OPERATING 3,000
    CRISIS CENTER OF ANDERSON CHEROKEE
    700 E CHEROKEE
    JACKSONVILLE,TX75766     		NONE PUBLIC PREVENTION AND ADVOCACY FOR VICTIMS OF ABUSE IN RURAL COMMUNITIES 35,000
    DISCOVERY SCIENCE PLACE
    308 N BROADWAY
    TYLER,TX75702     		NONE PUBLIC GENERAL OPERATIONS 10,000
    EAST TEXAS COMMUNITIES FOUNDATION
    315 N BROADWAY
    TYLER,TX75702     		NONE PUBLIC SHINE YOUR LIGHT COMMUNITY CAMPAIGN 10,000
    FIRST TEE GREATER TYLER
    2000 W FRONT STREET
    TYLER,TX75702     		NONE PUBLIC GOLF EQUIPMENT AND SCHOLORSHIPS 10,000
    GOODWILL INDUSTRIES OF EAST TEXAS
    409 W LOCUST
    TYLER,TX75702     		NONE PUBLIC RENOVATION OF RETAIL STORE IN PALESTINE 39,754
    THE LEUKEMIA LYMPHOMA SOCIETY N TX
    8111 LBJ FRWY SUITE 425
    DALLAS,TX75251     		NONE PUBLIC EAST TEXAS OUTREACH AND ASSISTANCE FOR BLOOD CANCER PATIENTS 5,000
    MADD
    215 WINCHESTER SUITE 100
    TYLER,TX75701     		NONE PUBLIC GENERAL OPERATIONS 57,500
    NORTH EAST TEXAS BENEVOLENCE INC
    PO BOX 2185
    FLINT,TX75762     		NONE PUBLIC GENERAL REQUEST 18,000
    NORTH TYLER DAY NURSERY
    3000 N BORDER AVENUE
    TYLER,TX75702     		NONE PUBLIC SCHOLARSHIPS 20,000
    NORTHEAST TEXAS CHILD ADVOCACY CENT
    PO BOX 484
    WINNSBORO,TX75494     		NONE PUBLIC CARING KIDS PROGRAM 20,000
    PATH
    402 W FRONT
    TYLER,TX75702     		NONE PUBLIC EMERGENCY ASSISTANCE SERVICES / SIGHT SAVING VISION SERVICES 40,000
    TEXAS RAMP PROJECT
    PO BOX 832065
    RICHARDSON,TX75083     		NONE PUBLIC WHEELCHAIR RAMPS 10,000
    EAST TEXAS CARES RESOURCES CENTER
    PO BOX 778
    TYLER,TX75710     		NONE PUBLIC EAST TEXAS CARES RESOURCE CENTER- TRANSITION TO A MEDICAL MODEL 30,000
    TYLER MUSEUM OF ART
    1300 S MAHON
    TYLER,TX75701     		NONE PUBLIC EDUCATION DEPARTMENT POSITION 37,000
    UNIVERSITY HEALTH SCIENC CENTER AT
    11937 US HWY 271
    TYLER,TX75708     		NONE PUBLIC UTHSCT EXTERNSHIP PROGRAM IN SCIENCE AND MEDICINE 5,000
    WINNSBORRO COMMUNITY RESOURCE CENTE
    115 W BROADWAY
    WINNSBORO,TX75494     		NONE PUBLIC FOOD PANTRY 5,000
    ALTO ECONOMIC DEVELOPMENT CORP
    PO BOX 7
    ALTO,TX75925     		NONE PUBLIC ALTO HEALTH FOR ALL PROGRAMS 5,000
    CITY OF TYLER
    212 NORTH BONNER
    TYLER,TX75702     		NONE PUBLIC LIBERTY HALL PROGRAMMING 5,000
    COMMUNITIES IN SCHOOLS OF EAST TEXA
    PO BOX 1233
    MARSHALL,TX75671     		NONE PUBLIC COMMUNITIES IN SCHOOLS OF EAST TEXAS 17,500
    HEART OF TYLER INC FLY KIDS
    110 W ERWIN
    TYLER,TX75702     		NONE PUBLIC HEART OF TYLER, INC (FLY KIDS) 1,000
    WINDRIDGE THERAPEUTIC EQUESTRIAN CE
    PO BOX 5932
    LONGVIEW,TX75608     		N/A PUBLIC CHALLENGE GRANT 20,000
    BETTER BUSINESS BUREAU EDUCATION FO
    PO BOX 6652
    TYLER,TX75711     		N/A PUBLIC CHARITY REVIEW PROGRAM 10,000
    BULLARD ROTARY CLUBKIDS PARK
    PO BOX 913
    BULLARD,TX75757     		N/A PUBLIC BULLARD KIDS PARK 10,000
    BURN PHILLIPS CHARITIES
    2981 S RIVERDALE
    GOLIAD,TX77963     		N/A PUBLIC GENERAL DONATION 5,034
    CASA OF TRINITY VALLEY
    PO BOX 2259 1104 E TYLER ST
    ATHENS,TX75751     		N/A PUBLIC CAPACITY BUILDING/SALARY SUPPORT 20,000
    CHRISTIAN WOMAN'S JOB CORPS
    408 WEST LOCUST
    TYLER,TX75702     		N/A PUBLIC HANDICAP ACCESSIBILITY UPGRADES, DRAINAGE, ELECTRICAL AND BROADBAND EXPANSION 14,000
    DORS COMMUNITY SERVICES
    PO BOX 1286
    LONGVIEW,TX75606     		N/A PUBLIC SUPPORT PROGRAM FOR YOUTH 15,000
    GREAT FOUNDATIONS INC
    1420 S MAIN ST
    LINDALE,TX75771     		N/A PUBLIC PRE-K CLASSROOM DEVELOPMENT / TUITIONS FOR PROGRAM 10,000
    HEALTH OPPORT FOR THE PEOPLE OF EAS
    157 WALL STREET
    TENAHA,TX75974     		N/A PUBLIC THE HOPE PROJECT WAITING LOBBY EXPANSION 29,780
    HENDERSON COUNTY FOOD PANTRY
    PO BOX 2062
    ATHENS,TX75751     		N/A PUBLIC RESTORE 2,500
    LINDALE LIBRARY
    PO BOX 1570
    LINDALE,TX75771     		N/A PUBLIC NEW RESOURCES AND EXTENDING LICENSING 5,140
    LUTHERAN SOCIAL SERVICES OF THE SOU
    PO BOX 140767
    AUSTIN,TX78714     		NONE PUBLIC TYLER FOSTER CARE PROGRAM 5,000
    MIRACLE LEAGUE OF EAST TEXAS
    321 GUM
    LONGVIEW,TX75606     		NONE PUBLIC MIRACLE LEAGUE OF EAST TEXAS 15,000
    SAMARITAN CENER OF TYLER
    100 E FERGUSON SUITE 608
    TYLER,TX75701     		N/A PUBLIC GENERAL OPERATIONS 25,000
    SPCA OF EAST TEXAS
    PO BOX 132899
    TYLER,TX75713     		N/A PUBLIC COMMUNITY ASSISTANCE FUND 7,500
    TEXARKANA VOLUNTEER SERVICES
    PO BOX 3474
    TEXARKANA,TX75504     		N/A PUBLIC SKILLED PARENTING 11,500
    THE ARC OF SMITH COUNTY
    810 VINE HEIGHTS
    TYLER,TX75701     		N/A PUBLIC GENERAL FUNDS 25,000
    TITUS COUNTY CARES
    PO BOX 1476
    MOUNT PLEASANT,TX75456     		NONE PUBLIC GENERAL OPERATIONS 10,000
    TYLER ISD FOUNDATION
    315 N BROADWAY SUITE 401
    TYLER,TX75702     		N/A PUBLIC TEACHER GRANT PROGRAM / NIGHT OF SHINING STARS / SALARY SUPPORT 45,000
    TYLER-SMITH COUNTY CHILD WELFARE BO
    PO BOX 132494
    TYLER,TX75713     		N/A PUBLIC CLOTHING ALLOWANCE FOR FOSTER CHILDREN 5,000
    MOUNT VERNON MUSIC ASSOCIATION
    PO BOX 719
    MOUNT VERNON,TX75457     		N/A PUBLIC SENIOR CITIZEN OUTREACH PROGRAMS 2,500
    NEXT STEP COMMUNITY SOLUTIONS
    305 S BROADWAY SUITE 603
    TYLER,TX75702     		N/A PUBLIC GENERAL OPERATIONS 25,000
    RUBE SESSIONS MEMORIAL LIBRARY
    PO BOX 120
    WELLS,TX75976     		N/A PUBLIC TECHNOLOGY UPGRADE 5,000
    Total .................................bullet 3a 2,953,308
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 97  
    4 Dividends and interest from securities....     14 1,217,916  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     14 39,350  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 4,662,900  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   5,920,263  
    13Total. Add line 12, columns (b), (d), and (e)..................
    135,920,263
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID: 13000170
    Software Version: 2013v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    BEN AND MAYTEE FISCH FOUNDATION
     
    Employer identification number

    75-2732192
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    BEN AND MAYTEE FISCH FOUNDATION
          		Employer identification number

    75-2732192
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    FISCH CHARITABLE LEAD TRUST UW BENJ  
    903 HUNTINGTON CV
     
    HOUSTON, TX77063

    		$199,112


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    BEN AND MAYTEE FISCH FOUNDATION
          		Employer identification number

    75-2732192
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    BEN AND MAYTEE FISCH FOUNDATION
          		Employer identification number

    75-2732192
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID: 13000170
    Software Version: 2013v3.1

    TY 2013 AccountingFeesSchedule
    Name:
    BEN AND MAYTEE FISCH FOUNDATION
    EIN: 75-2732192
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 25,379 25,379 0 0

    TY 2013 ContractorCompensationExpln
    Name:
    BEN AND MAYTEE FISCH FOUNDATION
    EIN: 75-2732192
    Software ID:13000170
    Software Version:2013v3.1
    Contractor Explanation
    Fourth PartnerYour Philanthropy Program, Grant and Secretarial Services

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    BEN AND MAYTEE FISCH FOUNDATION
    EIN: 75-2732192
    Software ID:13000170
    Software Version:2013v3.1
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS - SCHEDULE 14 813,449 821,825

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    BEN AND MAYTEE FISCH FOUNDATION
    EIN: 75-2732192
    Software ID:13000170
    Software Version:2013v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK - SCHEDULE 3 1,692,695 2,239,183
    CORPORATE STOCK - SCHEDULE 4 1,798,671 2,215,900
    CORPORATE STOCK - SCHEDULE 5 2,088,294 2,902,044
    CORPORATE STOCK - SCHEDULE 12 1,661,320 1,808,861
    CORPORATE STOCK - SCHEDULE 6 1,686,405 2,236,999
    CORPORATE STOCK - SCHEDULE 7 2,486,114 3,234,427
    CORPORATE STOCK - SCHEDULE 8 1,531,239 2,273,024
    CORPORATE STOCK - SCHEDULE 17 5,479,306 6,579,703
    CORPORATE STOCK - SCHEDULE 18 650,853 797,616
    CORPORATE STOCK - SCHEDULE 19 3,147,422 3,525,570
    CORPORATE STOCK - SCHEDULE 15 1,145,861 1,315,824
    CORPORATE STOCK - SCHEDULE 21 6,668,103 8,369,168

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    BEN AND MAYTEE FISCH FOUNDATION
    EIN: 75-2732192
    Software ID:13000170
    Software Version:2013v3.1
    US Government Securities - End of Year Book Value:

    6,983,311
    US Government Securities - End of Year Fair Market Value:

    6,952,062
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2013 InvestmentsOtherSchedule2
    Name:
    BEN AND MAYTEE FISCH FOUNDATION
    EIN: 75-2732192
    Software ID:13000170
    Software Version:2013v3.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OTHER EQUITY FUNDS - SCHEDULE 2 AT COST 4,125,699 4,723,653
    OTHER INVESTMENTS - SCHEDULE 13 AT COST 1,426,517 1,464,654
    FIXED INCOME MUTUAL FUNDS - SCHEDULE 2 AT COST 2,607,387 2,612,946
    OTHER EQUITY FUNDS - SCHEDULE 15 AT COST 190,316 197,864
    OTHER MUTUAL FUNDS - SCHEDULE 16 AT COST 992,030 968,276
    OTHER MUTUAL FUNDS - CLOSED IN 2013 AT COST    
    OTHER MUTUAL FUNDS - CLOSED IN 2013 AT COST    
    OTHER MUTUAL FUNDS - CLOSED IN 2013 AT COST    
    OTHER MUTUAL FUNDS - CLOSED IN 2013 AT COST    
    OTHER MUTUAL FUNDS - CLOSED IN 2013 AT COST    
    OTHER INVESTMENTS - SCHEDULE 9 AT COST 858,205 3,461,672
    FIXED INCOME MUTUAL FUNDS - SCHEDULE 11 AT COST 5,835,542 5,651,858
    OTHER MUTUAL FUNDS - SCHEDULE 20 AT COST 882,730 893,154

    TY 2013 LandEtcSchedule2
    Name:
    BEN AND MAYTEE FISCH FOUNDATION
    EIN: 75-2732192
    Software ID:13000170
    Software Version:2013v3.1
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Machinery and Equipment 2,099 2,099    


    TY 2013 OtherAssetsSchedule
    Name:
    BEN AND MAYTEE FISCH FOUNDATION
    EIN: 75-2732192
    Software ID:13000170
    Software Version:2013v3.1
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Income in Transit 41,817 21,806 21,806
    Purchased Interest 2,892 1,453 1,453


    TY 2013 OtherExpensesSchedule
    Name:
    BEN AND MAYTEE FISCH FOUNDATION
    EIN: 75-2732192
    Software ID:13000170
    Software Version:2013v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CERTIFICATE FEES 11,971 11,971    
    CONTRIBUTIONS FROM K-1 54 54    
    DUES/MEMBERSHIPS 1,500 1,500    
    FOREIGN TAX PAID ON K-1'S 6,972 6,972    
    FORIEGN DIVIDEND TAX 14,818 14,818    
    INSURANCE 750 600   150
    LOSS FROM PRTSHP-ACCESS MIDSTRM PTRS LP 20,451 20,451    
    LOSS FROM PRTSHP-BUCKEYE PRTNRS LP 139 139    
    LOSS FROM PRTSHP-EL PASO PIPELINE PTRS L 4,892 4,892    
    LOSS FROM PRTSHP-ENERGY TRANSFER EQUITY 2,976 2,976    
    LOSS FROM PRTSHP-ENTERPRISE PROD PARTNER 2,566 2,566    
    LOSS FROM PRTSHP-HOLLY ENTERGY PTRS 2,459 2,459    
    LOSS FROM PRTSHP-MARKWEST ENERGY PTRS LP 37,380 37,380    
    LOSS FROM PRTSHP-ONEOK PARTNERS 13,217 13,217    
    LOSS FROM PRTSHP-WILLIAMS PTRS LP 10,336 10,336    
    MISC ADJUSTMENTS 4,339 4,339    
    MISCELLANEOUS 390 390    
    NON-DEDUCTIBLE EXPENSE FROM K-1 2,562      
    ORD LOSS FROM PRTSHP-COAST ACCESS 3,889 3,889    
    OTHER DEDUCTIONS FROM FINAL K-1's 3 3    
    OTHER ORD LOSS FROM PRTSHP-COAST ACCESS 493 493    
    PORTFOLIO DEDUCTIONS 56,443 56,443    
    POSTAGE 72 58   14
    ROYALTY DEDUCTIONS FROM K-1 24 24    
    SECRETARIAL SERVICES 78,175 62,540   15,635
    SUBSCRIPTIONS 725 580   145


    TY 2013 OtherIncomeSchedule2
    Name:
    BEN AND MAYTEE FISCH FOUNDATION
    EIN: 75-2732192
    Software ID:13000170
    Software Version:2013v3.1
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Investment Income 39,350 39,350  


    TY 2013 OtherIncreasesSchedule
    Name:
    BEN AND MAYTEE FISCH FOUNDATION
    EIN: 75-2732192
    Software ID:13000170
    Software Version:2013v3.1
    Description Amount
    NON-TAXABLE DIVIDENDS 2,703
    TAX EXEMPT INCOME 1


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    BEN AND MAYTEE FISCH FOUNDATION
    EIN: 75-2732192
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKER FEES 420,420 420,420 0 0


    TY 2013 TaxesSchedule
    Name:
    BEN AND MAYTEE FISCH FOUNDATION
    EIN: 75-2732192
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 36,703