PAULINE STERNE WOLFF MEMORIAL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PAULINE STERNE WOLFF MEMORIAL FOUNDATION (EIN 74-1110698)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202413099349100771
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T08:50:32-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 Allen Parkway 20th Floor | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770197100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741110698 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pauline Sterne Wolff Memorial Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JPMORGAN CHASE - CUSTODIAN | InCareOfNm |
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 7132161451 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 130979 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Henry JN Taub II | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7132161451 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebecca Fieler | PreparerPersonNm |
| PTIN | P01353445 | PTIN |
| Phone | 7139601706 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,818,222 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $656,767 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $656,767 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,693,537 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,319,947 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,232,886 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,350,304 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,889,653 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $34,465 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $32,465 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $153,456 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $122,765 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,691 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $89,883 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,526 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $24,387 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,387 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $302,191 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $184,143 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,691 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,414,893 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,671,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,717,084 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $184,143 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,703,791 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,633,220 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,705,510 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $493,643 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,156,776 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,156,776 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $28,794,990 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,572,183 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,572,183 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,984,506 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,986,601 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,986,601 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $122,070 | OtherAssetsBOYAmt |
| Other Assets EOY | $102,662 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $102,662 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $32,395,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,818,222 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,818,222 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $24,640 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,535 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,479,831 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,223,624 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $166,796 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $228,901 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,671,267 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,461,060 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $30,723,942 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $35,357,162 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,723,942 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,357,162 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,395,209 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,818,222 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,723,942 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,633,220 | ExcessRevenueOverExpensesAmt |
| Subtotal | $35,357,162 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $35,357,162 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GENERAL MAIN - JPMORGAN CHASE - 58241 | 2023-12-31 | $505,677 | $413,439 | $92,238 | $92,238 |
| COHN MAIN - JPMORGAN CHASE - 58243 | 2023-12-31 | $361,047 | $303,545 | $57,502 | $57,502 |
| GREEN MAIN - JPMORGAN CHASE - 58244 | 2023-12-31 | $45,473 | $36,366 | $9,107 | $9,107 |
| GENERAL FAYEZ - JPMORGAN CHASE - 1930 | 2023-12-31 | $1,445,451 | $776,512 | $668,939 | $668,939 |
| GENERAL FAYEZ - JPMORGAN CHASE - 1930 | 2023-12-31 | $147,512 | $134,499 | $13,013 | $13,013 |
| COHN FAYEZ - JPMORGAN CHASE - 1931 | 2023-12-31 | $501,181 | $271,320 | $229,861 | $229,861 |
| COHN FAYEZ - JPMORGAN CHASE - 1931 | 2023-12-31 | $37,050 | $32,916 | $4,134 | $4,134 |
| GREEN FAYEZ - JPMORGAN CHASE - 1932 | 2023-12-31 | $124,975 | $102,415 | $22,560 | $22,560 |
| GREEN FAYEZ - JPMORGAN CHASE - 1932 | 2023-12-31 | $17,461 | $16,049 | $1,412 | $1,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,232,886 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,707 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,707 | SubtotalAmt |
| Tax Based On Investment Income | $23,707 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,340 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $33,340 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,633 | OverpaymentAmt |
| Applied To ES Tax | $9,633 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMORGAN CHASE - CUSTODIAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7132161451 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2558 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77252 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HENRY J N TAUB II | ||||||||
| PO Box 130979 | HOUSTON | TX | 77219 | PRESIDENT, AS REQD | 1.0 | $0 | $0 | $0 |
| MARC J SHAPIRO | ||||||||
| 1100 Uptown Park Blvd Apt 142 | HOUSTON | TX | 77056 | VP/ASST. SEC AS REQD | 0.0 | $0 | $0 | $0 |
| JENARD N GROSS | ||||||||
| 5177 Richmond Avenue Suite 1125 | HOUSTON | TX | 77056 | VP/ASST. TR AS REQD | 0.0 | $0 | $0 | $0 |
| REGINA J ROGERS | ||||||||
| 121 N Post Oak Lane Apt 2401 | HOUSTON | TX | 77024 | VICE PRESIDENT AS REQD | 0.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FAYEZ SAROFIM & CO | |||||
| 909 FANNIN ST STE 2907 | HOUSTON | TX | 77010 | INVESTMENT ADVISORY | $79,399 |
| JPMORGAN CHASE BANK NA | |||||
| 707 TRAVIS STREET FLOOR 11 | HOUSTON | TX | 77002 | INVESTMENT ADVISORY | $74,057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,461,173 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,510,478 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $568,843 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,540,494 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,540,494 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $533,107 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,007,387 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,750,369 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,750,369 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,707 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,707 | TotalTaxAmt |
| Distributable Before Adj | $1,726,662 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,726,662 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,726,662 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,703,791 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,703,791 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,726,662 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,474,064 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,703,791 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,474,064 | AppliedToYear1Amt |
| Applied To Current Year | $229,727 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,496,935 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PSW MEMORIAL FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 130979 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7136883926 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATIONS SHOULD CONTAIN NAME, ADDRESS, AND PHONE NUMBER AND SHOULD SPECIFY THE INTENDED USE OF THE GRANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 1, ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS GENERALLY LIMITED TO ORGANIZATIONS EXEMPT FROM TAXATION UNDER IRC SECTION 501(C)(3) WHICH ARE LOCATED PRINCIPALLY IN HARRIS COUNTY, TEXAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GOLDBERG B'NAI B'RITH TOWERS | |||||||
| 10909 FONDREN ROAD | HOUSTON | TX | 77096 | NONE | PC | SUPPORT OF THE ELDERLY-HOUSEKEEPING & MEALS | $30,000 |
| JEWISH COMMUNITY CENTER | |||||||
| 5602 SOUTH BRAESWOOD | HOUSTON | TX | 77096 | NONE | PC | SUPPORT OF THE ELDERLY-MEALS & TRANSPORTATION | $453,600 |
| JEWISH FAMILY SERVICES | |||||||
| PO BOX 20548 | HOUSTON | TX | 77225 | NONE | PC | SUPPORT OF THE ELDERLY | $115,000 |
| JEWISH GERIATRIC CENTERSEVEN ACRES | |||||||
| 6200 NORTH BRAESWOOD | HOUSTON | TX | 77074 | NONE | PC | SUPPORT OF THE ELDERLY WIDOWS & WIDOWERS | $772,500 |
| Methodist Neurological inSTITUTE | |||||||
| 6560 Fannin Street | Houston | TX | 77030 | NonE | PC | Neurological Research & Treatment | $200,000 |
| JEWISH FAMILY SERVICES | |||||||
| PO BOX 20548 | Houston | TX | 77225 | NONE | PC | Caseworker Salaries | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,671,100 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JEWISH GERIATRIC CENTERSEVEN ACRES | |||||||
| 6200 NORTH BRAESWOOD | HOUSTON | TX | 77074 | NONE | PC | SUPPORT OF THE ELDERLY WIDOWS & WIDOWERS | $0 |
| JEWISH FAMILY SERVICES | |||||||
| PO BOX 20548 | HOUSTON | TX | 77225 | NONE | PC | SUPPORT OF THE ELDERLY | $0 |
| EVELYN RUBENSTEIN JEWISH COMM CTR | |||||||
| 5601 S BRAESWOOD | HOUSTON | TX | 770963907 | NONE | PC | SUPPORT OF MEMBERS AND THE COMMUNITY | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,318,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $656,767 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,693,537 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,350,304 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,350,304 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND ACCOUNTING FEES | CategoryTxt |
| Amt | $34,465 | Amt |
| Net Investment Income | $32,465 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| FAYEZ SAROFIM CO |
| INVESTMENT ADVISORY |
| JPMORGAN CHASE BANK N A |
| INVESTMENT ADVISORY |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED STATEMENT | BondNm |
| EOY Book Value | $2,986,601 | EOYBookValueAmt |
| EOYFMV | $2,986,601 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED STATEMENT | StockNm |
| EOY Book Value | $32,572,183 | EOYBookValueAmt |
| EOYFMV | $32,572,183 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER ASSETS | |||
| DIVIDENDS/INTEREST RECEIVABLE | $80,174 | $84,050 | $84,050 |
| MINERALS&INTEREST IN ROYALTIES | $2,637 | $2,637 | $2,637 |
| PREPAID INSURANCE | $12,247 | $11,215 | $11,215 |
| FEDERAL EXCISE TAX RECEIVABLE | $27,012 | $4,760 | $4,760 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INSURANCE | $21,737 | $21,737 |
| OTHER MISCELLANEOUS EXPENSES | $219 | $219 |
| APPRAISAL FEES | $2,431 | $2,431 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX PA | Desc |
| BOY Book Value | $166,796 | BOYBookValueAmt |
| EOY Book Value | $228,901 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $138,342 | $110,674 | $27,668 |
| CUSTODIAL FEES | $15,114 | $12,091 | $3,023 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES WITHHELD | $4,233 | $4,233 |
| OIL & GAS SEVERANCE TAXES | $293 | $293 |
| FEDERAL EXCISE TAX | $85,357 |