2024-11-04T08:50:32-06:00 2023-12-31 BDO USA 2929 Allen Parkway 20th Floor Houston TX 770197100 990PF 2023-01-01 741110698 Pauline Sterne Wolff Memorial Foundation % JPMORGAN CHASE - CUSTODIAN PAUL 7132161451 PO Box 130979 Houston TX 77219 Henry JN Taub II President 7132161451 2024-05-15 true true Rebecca Fieler P01353445 7139601706 2023 2024-10-15 13:58:12Z X 36818222 X 0 X 656767 656767 5693537 3319947 1232886 6350304 1889653 0 34465 32465 0 2000 153456 122765 30691 89883 4526 24387 24387 302191 184143 0 32691 1414893 1671100 1717084 184143 0 1703791 4633220 1705510 493643 1156776 1156776 28794990 32572183 32572183 2984506 2986601 2986601 122070 102662 102662 32395209 36818222 36818222 24640 8535 1479831 1223624 166796 228901 1671267 1461060 X 30723942 35357162 30723942 35357162 32395209 36818222 30723942 4633220 35357162 35357162 GENERAL MAIN - JPMORGAN CHASE - 58241 2023-12-31 505677 413439 92238 92238 COHN MAIN - JPMORGAN CHASE - 58243 2023-12-31 361047 303545 57502 57502 GREEN MAIN - JPMORGAN CHASE - 58244 2023-12-31 45473 36366 9107 9107 GENERAL FAYEZ - JPMORGAN CHASE - 1930 2023-12-31 1445451 776512 668939 668939 GENERAL FAYEZ - JPMORGAN CHASE - 1930 2023-12-31 147512 134499 13013 13013 COHN FAYEZ - JPMORGAN CHASE - 1931 2023-12-31 501181 271320 229861 229861 COHN FAYEZ - JPMORGAN CHASE - 1931 2023-12-31 37050 32916 4134 4134 GREEN FAYEZ - JPMORGAN CHASE - 1932 2023-12-31 124975 102415 22560 22560 GREEN FAYEZ - JPMORGAN CHASE - 1932 2023-12-31 17461 16049 1412 1412 1232886 23707 23707 23707 17340 0 16000 33340 9633 9633 false false false false false false false true true TX true false false false false true N/A JPMORGAN CHASE - CUSTODIAN 7132161451 PO BOX 2558 HOUSTON TX 77252 false false false false false false false false false false false false false false false false false false false false false 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 FAYEZ SAROFIM & CO 909 FANNIN ST STE 2907 HOUSTON TX 77010 INVESTMENT ADVISORY 79399 JPMORGAN CHASE BANK NA 707 TRAVIS STREET FLOOR 11 HOUSTON TX 77002 INVESTMENT ADVISORY 74057 31461173 3510478 568843 35540494 0 35540494 533107 35007387 1750369 1750369 23707 23707 1726662 1726662 1726662 1703791 0 0 0 0 1703791 1726662 1474064 2021 2020 2019 0 0 1703791 1474064 229727 0 0 0 0 1496935 0 0 NONE NONE PSW MEMORIAL FOUNDATION PO Box 130979 HOUSTON TX 77219 7136883926 WRITTEN APPLICATIONS SHOULD CONTAIN NAME, ADDRESS, AND PHONE NUMBER AND SHOULD SPECIFY THE INTENDED USE OF THE GRANT. NOVEMBER 1, ANNUALLY GRANTS GENERALLY LIMITED TO ORGANIZATIONS EXEMPT FROM TAXATION UNDER IRC SECTION 501(C)(3) WHICH ARE LOCATED PRINCIPALLY IN HARRIS COUNTY, TEXAS. GOLDBERG B'NAI B'RITH TOWERS 10909 FONDREN ROAD HOUSTON TX 77096 NONE PC SUPPORT OF THE ELDERLY-HOUSEKEEPING & MEALS 30000 JEWISH COMMUNITY CENTER 5602 SOUTH BRAESWOOD HOUSTON TX 77096 NONE PC SUPPORT OF THE ELDERLY-MEALS & TRANSPORTATION 453600 JEWISH FAMILY SERVICES PO BOX 20548 HOUSTON TX 77225 NONE PC SUPPORT OF THE ELDERLY 115000 JEWISH GERIATRIC CENTERSEVEN ACRES 6200 NORTH BRAESWOOD HOUSTON TX 77074 NONE PC SUPPORT OF THE ELDERLY WIDOWS & WIDOWERS 772500 Methodist Neurological inSTITUTE 6560 Fannin Street Houston TX 77030 NonE PC Neurological Research & Treatment 200000 JEWISH FAMILY SERVICES PO BOX 20548 Houston TX 77225 NONE PC Caseworker Salaries 100000 1671100 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 1318000 14 656767 18 5693537 6350304 6350304 false false false false false false false false false false LEGAL AND ACCOUNTING FEES 34465 32465 2000 FAYEZ SAROFIM CO INVESTMENT ADVISORY JPMORGAN CHASE BANK N A INVESTMENT ADVISORY SEE ATTACHED STATEMENT 2986601 2986601 SEE ATTACHED STATEMENT 32572183 32572183 OTHER ASSETS DIVIDENDS/INTEREST RECEIVABLE 80174 84050 84050 MINERALS&INTEREST IN ROYALTIES 2637 2637 2637 PREPAID INSURANCE 12247 11215 11215 FEDERAL EXCISE TAX RECEIVABLE 27012 4760 4760 INSURANCE 21737 21737 OTHER MISCELLANEOUS EXPENSES 219 219 APPRAISAL FEES 2431 2431 DEFERRED FEDERAL EXCISE TAX PA 166796 228901 INVESTMENT ADVISOR FEES 138342 110674 27668 CUSTODIAL FEES 15114 12091 3023 FOREIGN TAXES WITHHELD 4233 4233 OIL & GAS SEVERANCE TAXES 293 293 FEDERAL EXCISE TAX 85357