PAULINE STERNE WOLFF MEMORIAL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PAULINE STERNE WOLFF MEMORIAL FOUNDATION (EIN 74-1110698)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349107115
- Schema version
- 2021v4.2
- 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 | 2022-11-14T20:08:43-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | 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 | 2021-01-01 | 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 | 2022-05-09 | 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 | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,576,591 | 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 | $668,450 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $668,450 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,732,634 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,524,810 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,168,866 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,401,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,837,316 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $32,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $156,758 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $125,406 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $31,352 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $105,035 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,373 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $18,181 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,181 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $312,724 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $177,710 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,352 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,662,535 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,113,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,975,259 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $177,710 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,146,352 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,425,825 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,659,606 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $740,686 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $539,534 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $539,534 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $31,010,197 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,494,987 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,494,987 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,644,552 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,436,037 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,436,037 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $107,870 | OtherAssetsBOYAmt |
| Other Assets EOY | $106,033 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $106,033 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,503,305 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,576,591 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,576,591 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,365 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $25,785 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,259,695 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,809,230 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $196,708 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $276,214 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,463,768 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,111,229 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $34,039,537 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $38,465,362 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,039,537 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,465,362 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,503,305 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,576,591 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,039,537 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,425,825 | ExcessRevenueOverExpensesAmt |
| Subtotal | $38,465,362 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $38,465,362 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GENERAL MAIN - JPMORGAN CHASE - 58241 | 2021-12-31 | $879,341 | $671,487 | $207,854 | $207,854 |
| GENERAL MAIN - JPMORGAN CHASE - 58241 | 2021-12-31 | $31,150 | $30,889 | $261 | $261 |
| COHN MAIN - JPMORGAN CHASE - 58243 | 2021-12-31 | $121,132 | $80,900 | $40,232 | $40,232 |
| COHN MAIN - JPMORGAN CHASE - 58243 | 2021-12-31 | $95,014 | $90,106 | $4,908 | $4,908 |
| GREEN MAIN - JPMORGAN CHASE - 58244 | 2021-12-31 | $195,910 | $155,673 | $40,237 | $40,237 |
| GREEN MAIN - JPMORGAN CHASE - 58244 | 2021-12-31 | $10,375 | $10,288 | $87 | $87 |
| GENERAL FAYEZ - JPMORGAN CHASE - 1930 | 2021-12-31 | $615,522 | $519,657 | $95,865 | $95,865 |
| GENERAL FAYEZ - JPMORGAN CHASE - 1930 | 2021-12-31 | $461,894 | $217,848 | $244,046 | $244,046 |
| GENERAL FAYEZ - JPMORGAN CHASE - 1930 | 2021-12-31 | $17,491 | $13,815 | $3,676 | $3,676 |
| GENERAL FAYEZ - JPMORGAN CHASE - 1931 | 2021-12-31 | $238,006 | $203,222 | $34,784 | $34,784 |
| GENERAL FAYEZ - JPMORGAN CHASE - 1931 | 2021-12-31 | $303,249 | $215,187 | $88,062 | $88,062 |
| GENERAL FAYEZ - JPMORGAN CHASE - 1932 | 2021-12-31 | $39,402 | $32,813 | $6,589 | $6,589 |
| GENERAL FAYEZ - JPMORGAN CHASE - 1932 | 2021-12-31 | $90,872 | $66,149 | $24,723 | $24,723 |
| GREEN MANAGED - JPMORGAN CHASE - 57207 | 2021-12-31 | $100,043 | $47,910 | $52,133 | $52,133 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,168,866 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,069 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,069 | SubtotalAmt |
| Tax Based On Investment Income | $23,069 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,875 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $39,875 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,806 | OverpaymentAmt |
| Applied To ES Tax | $16,806 | 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 | 0.0 | $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 | $72,206 |
| JPMORGAN CHASE BANK NA | |||||
| 707 TRAVIS STREET FLOOR 11 | HOUSTON | TX | 77002 | INVESTMENT ADVISORY | $84,551 |
| 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 | $34,604,568 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,365,772 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $564,486 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,534,826 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,534,826 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $593,022 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,941,804 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,947,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,947,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,069 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,069 | TotalTaxAmt |
| Distributable Before Adj | $1,924,021 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,924,021 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,924,021 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,146,352 | 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 | $2,146,352 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,924,021 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,515,393 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,146,352 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,515,393 | AppliedToYear1Amt |
| Applied To Current Year | $630,959 | 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 | $1,293,062 | 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 | $458,000 |
| JEWISH FAMILY SERVICES | |||||||
| PO BOX 20548 | HOUSTON | TX | 77225 | NONE | PC | SUPPORT OF THE ELDERLY | $175,000 |
| JEWISH GERIATRIC CENTERSEVEN ACRES | |||||||
| 6200 NORTH BRAESWOOD | HOUSTON | TX | 77074 | NONE | PC | SUPPORT OF THE ELDERLY WIDOWS & WIDOWERS | $900,000 |
| Methodist Neurological inSTITUTE | |||||||
| 6560 Fannin Street | Houston | TX | 77030 | NonE | PC | Neurological Research & Treatment | $500,000 |
| JEWISH FAMILY SERVICES | |||||||
| PO BOX 20548 | Houston | TX | 77225 | PC | Caseworker Salaries | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,113,000 | 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 | $1,070,000 |
| JEWISH FAMILY SERVICES | |||||||
| PO BOX 20548 | HOUSTON | TX | 77225 | NONE | PC | SUPPORT OF THE ELDERLY | $110,000 |
| EVELYN RUBENSTEIN JEWISH COMM CTR | |||||||
| 5601 S BRAESWOOD | HOUSTON | TX | 770963907 | NONE | PC | SUPPORT OF MEMBERS AND THE COMMUNITY | $800,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,980,000 | 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 | $668,450 | 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 | $6,732,634 | 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 | $7,401,084 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,401,084 | 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 | $32,750 | Amt |
| Net Investment Income | $30,750 | 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 | $3,436,037 | EOYBookValueAmt |
| EOYFMV | $3,436,037 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED STATEMENT | StockNm |
| EOY Book Value | $36,494,987 | EOYBookValueAmt |
| EOYFMV | $36,494,987 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER ASSETS | |||
| DIVIDENDS/INTEREST RECEIVABLE | $80,986 | $78,450 | $78,450 |
| MINERALS&INTEREST IN ROYALTIES | $2,637 | $2,638 | $2,638 |
| PREPAID INSURANCE | $9,680 | $9,855 | $9,855 |
| FEDERAL EXCISE TAX RECEIVABLE | $14,567 | $15,090 | $15,090 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INSURANCE | $18,019 | $18,019 |
| OTHER MISCELLANEOUS EXPENSES | $162 | $162 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX PA | Desc |
| BOY Book Value | $196,708 | BOYBookValueAmt |
| EOY Book Value | $276,214 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $136,518 | $109,214 | $27,304 |
| CUSTODIAL FEES | $20,240 | $16,192 | $4,048 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES WITHHELD | $3,373 | $3,373 |
| FEDERAL EXCISE TAX | $101,662 |