PAULINE STERNE WOLFF MEMORIAL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PAULINE STERNE WOLFF MEMORIAL FOUNDATION (EIN 74-1110698)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202333129349101553
- Schema version
- 2022v5.0
- 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 Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T11:19:21-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7132161451 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Henry JN | PersonFirstNm |
| Person Last | Taub | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebecca Fieler | PreparerPersonNm |
| PTIN | P01353445 | PTIN |
| Phone | 7139601706 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,395,209 | 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 | $611,797 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $611,797 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,064,811 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,583,576 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $728,049 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $93,442 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $102 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$6,359,572 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,339,948 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $33,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $129,644 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $103,715 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,929 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,898 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,898 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $17,330 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,330 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $183,247 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $155,318 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,929 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,198,601 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,528,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,381,848 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $155,318 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,555,929 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,741,420 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,184,630 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $539,534 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $493,643 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $493,643 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $36,494,987 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,794,990 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,794,990 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,436,037 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,984,506 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,984,506 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $106,033 | OtherAssetsBOYAmt |
| Other Assets EOY | $122,070 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $122,070 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,576,591 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,395,209 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,395,209 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $25,785 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $24,640 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,809,230 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,479,831 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $276,214 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $166,796 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,111,229 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,671,267 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $38,465,362 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $30,723,942 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,465,362 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,723,942 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,576,591 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,395,209 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,465,362 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,741,420 | ExcessRevenueOverExpensesAmt |
| Subtotal | $30,723,942 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $30,723,942 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GENERAL MAIN - JPMORGAN - 58241 | 2022-12-31 | $209,750 | $196,386 | $13,364 | $13,364 |
| GENERAL MAIN - JPMORGAN - 58241 | 2022-12-31 | $43,974 | $45,020 | -$1,046 | -$1,046 |
| COHN MAIN - JPMORGAN CHASE - 58243 | 2022-12-31 | $125,221 | $118,631 | $6,590 | $6,590 |
| COHN MAIN - JPMORGAN CHASE - 58243 | 2022-12-31 | $10,000 | $11,291 | -$1,291 | -$1,291 |
| GREEN MAIN - JPMORGAN CHASE - 58244 | 2022-12-31 | $5,175 | $4,523 | $652 | $652 |
| GENERAL FAYEZ - JPMORGAN CHASE - 1930 | 2022-12-31 | $1,067,949 | $644,103 | $423,846 | $423,846 |
| GENERAL FAYEZ - JPMORGAN CHASE - 1930 | 2022-12-31 | $156,433 | $240,466 | -$84,033 | -$84,033 |
| GENERAL FAYEZ - JPMORGAN CHASE - 1931 | 2022-12-31 | $554,819 | $420,773 | $134,046 | $134,046 |
| GENERAL FAYEZ - JPMORGAN CHASE - 1931 | 2022-12-31 | $69,734 | $105,661 | -$35,927 | -$35,927 |
| GENERAL FAYEZ - JPMORGAN CHASE - 1932 | 2022-12-31 | $75,721 | $43,360 | $32,361 | $32,361 |
| GENERAL FAYEZ - JPMORGAN CHASE - 1932 | 2022-12-31 | $16,046 | $25,313 | -$9,267 | -$9,267 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $728,049 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,466 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,466 | SubtotalAmt |
| Tax Based On Investment Income | $16,466 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,806 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $32,806 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,340 | OverpaymentAmt |
| Applied To ES Tax | $16,340 | 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 | $61,452 |
| JPMORGAN CHASE BANK NA | |||||
| 707 TRAVIS STREET FLOOR 11 | HOUSTON | TX | 77002 | INVESTMENT ADVISORY | $68,192 |
| 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 | $31,188,273 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,848,339 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $565,363 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,601,975 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,601,975 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $534,030 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,067,945 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,753,397 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,753,397 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,466 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,466 | TotalTaxAmt |
| Distributable Before Adj | $1,736,931 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,736,931 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,736,931 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,555,929 | 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 | $1,555,929 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,736,931 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,293,062 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,555,929 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,293,062 | AppliedToYear1Amt |
| Applied To Current Year | $262,867 | 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 | $1,474,064 | 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 | $441,000 |
| JEWISH FAMILY SERVICES | |||||||
| PO BOX 20548 | HOUSTON | TX | 77225 | NONE | PC | SUPPORT OF THE ELDERLY | $157,000 |
| JEWISH GERIATRIC CENTERSEVEN ACRES | |||||||
| 6200 NORTH BRAESWOOD | HOUSTON | TX | 77074 | NONE | PC | SUPPORT OF THE ELDERLY WIDOWS & WIDOWERS | $790,000 |
| Methodist Neurological inSTITUTE | |||||||
| 6560 Fannin Street | Houston | TX | 77030 | NonE | PC | Neurological Research & Treatment | $10,000 |
| 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 | $1,528,000 | 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 | $1,603,000 | 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 | $611,797 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $102 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,064,811 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS FEDERAL EXCISE TAXES | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $93,340 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$6,359,572 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$6,359,572 | 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 | $33,375 | Amt |
| Net Investment Income | $31,375 | 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 | $2,984,506 | EOYBookValueAmt |
| EOYFMV | $2,984,506 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED STATEMENT | StockNm |
| EOY Book Value | $28,794,990 | EOYBookValueAmt |
| EOYFMV | $28,794,990 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER ASSETS | |||
| DIVIDENDS/INTEREST RECEIVABLE | $78,450 | $80,174 | $80,174 |
| MINERALS&INTEREST IN ROYALTIES | $2,638 | $2,637 | $2,637 |
| PREPAID INSURANCE | $9,855 | $12,247 | $12,247 |
| FEDERAL EXCISE TAX RECEIVABLE | $15,090 | $27,012 | $27,012 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INSURANCE | $17,203 | $17,203 |
| OTHER MISCELLANEOUS EXPENSES | $127 | $127 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OIL AND GAS REVENUE | $102 | $102 |
| EXCESS FEDERAL EXCISE TAXES | $93,340 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX PA | Desc |
| BOY Book Value | $276,214 | BOYBookValueAmt |
| EOY Book Value | $166,796 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $115,413 | $92,330 | $23,083 |
| CUSTODIAL FEES | $14,231 | $11,385 | $2,846 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES WITHHELD | $2,528 | $2,528 |
| OIL & GAS SEVERANCE TAXES | $370 | $370 |