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PAULINE STERNE WOLFF MEMORIAL FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
PAULINE STERNE WOLFF MEMORIAL FOUNDATION (EIN 74-1110698)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-09
IRS object ID
201833139349100313
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-09T09:31:26-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12929 Allen Parkway 20th FloorAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770197100ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN741110698EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Pauline Sterne Wolff Memorial FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JPMORGAN CHASE - CUSTODIANInCareOfNm
Business Name ControlPAULBusinessNameControlTxt
Phone7132161451PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 West Loop North Suite 410AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHENRY JN TAUB IIPersonNm
Person TitlePresidentPersonTitleTxt
Phone7132161451PhoneNum
Signature2018-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGregg E SteffenPreparerPersonNm
PTINP00004204PTIN
Phone7139601706PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address4.7.148.2IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id79649420183135000004FederalOriginalSubmissionId
Federal Original Submission Id2018-11-09FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7080CC7550D88F7AFEB0DB37A6CBE3FAF10011DBAtSubmissionCreationDeviceId
At Submission Filing Device Id04C861604B7D13370E99EF2399248A673415F61AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$29,885,135FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$640,136DividendsRevAndExpnssAmt
Dividends Net Invst Incm$640,136DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,616,791NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,944,388GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,491,809CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$20,940OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$20,940OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$5,277,867TotalRevAndExpnssAmt
Total Net Invst Incm$2,152,885TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$46,161AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$44,161AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$107,631OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$86,105OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$21,526OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$59,769TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,923TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$28,381OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$28,381OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$241,942TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$167,570TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$23,526TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,965,361ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,084,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,207,303TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$167,570TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,107,526TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,070,564ExcessRevenueOverExpensesAmt
Net Investment Income$1,985,315NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,128,508SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,690,525SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,690,525SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$21,508,327CorporateStockBOYAmt
Corporate Stock EOY$24,263,101CorporateStockEOYAmt
Corporate Stock EOYFMV$24,263,101CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,179,244CorporateBondsBOYAmt
Corporate Bonds EOY$3,840,665CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,840,665CorporateBondsEOYFMVAmt
Other Assets BOY$100,245OtherAssetsBOYAmt
Other Assets EOY$90,844OtherAssetsEOYAmt
Other Assets EOYFMV$90,844OtherAssetsEOYFMVAmt
Total Assets BOY$26,916,324TotalAssetsBOYAmt
Total Assets EOY$29,885,135TotalAssetsEOYAmt
Total Assets EOYFMV$29,885,135TotalAssetsEOYFMVAmt
Accounts Payable BOY$7,695AccountsPayableBOYAmt
Accounts Payable EOY$2,735AccountsPayableEOYAmt
Grants Payable BOY$1,522,141GrantsPayableBOYAmt
Grants Payable EOY$1,403,502GrantsPayableEOYAmt
Other Liabilities BOY$82,460OtherLiabilitiesBOYAmt
Other Liabilities EOY$104,306OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,612,296TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,510,543TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$25,304,028UnrestrictedBOYAmt
Unrestricted EOY$28,374,592UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$25,304,028TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$28,374,592TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$26,916,324TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$29,885,135TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$25,304,028TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,070,564ExcessRevenueOverExpensesAmt
Subtotal$28,374,592SubtotalAmt
Tot Net Ast Or Fund Balances EOY$28,374,592TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GREEN FAYEZ - JPMORGAN CHASE - 1932P2017-12-31$8,665$8,098$567$567
COHN FAYEZ - JPMORGAN CHASE - 1931P2017-12-31$40,652$38,251$2,401$2,401
GENERAL FAYEZ - JPMORGAN CHASE - 1930P2017-12-31$117,071$110,427$6,644$6,644
GREEN MAIN - JPMORGAN CHASE - 58244P2017-12-31$44,018$39,981$4,037$4,037
COHN MAIN - JPMORGAN CHASE - 58243P2017-12-31$82,159$76,021$6,138$6,138
GENERAL MAIN - JPMORGAN CHASE - 58241P2017-12-31$233,579$214,143$19,436$19,436
GENERAL FAYEZ - JPMORGAN CHASE - 1930P2017-12-31$564,553$428,771$135,782$135,782
GENERAL FAYEZ - JPMORGAN CHASE - 1930P2017-12-31$1,277,222$475,563$801,659$801,659
COHN FAYEZ - JPMORGAN CHASE - 1931P2017-12-31$240,871$184,263$56,608$56,608
COHN FAYEZ - JPMORGAN CHASE - 1931P2017-12-31$453,731$188,744$264,987$264,987
GREEN FAYEZ - JPMORGAN CHASE - 1932P2017-12-31$42,418$32,520$9,898$9,898
GREEN FAYEZ - JPMORGAN CHASE - 1932P2017-12-31$83,249$39,007$44,242$44,242
GENERAL MAIN - JPMORGAN CHASE - 58241P2017-12-31$423,441$398,242$25,199$25,199
COHN MAIN - JPMORGAN CHASE - 58243P2017-12-31$231,193$218,548$12,645$12,645
FieldValueIRS element (for citing)
Capital Gain Net Income$1,491,809CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,345,108AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$26,629,982NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050511DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,435,277AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$28,094,237NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051088DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,284,921AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$28,645,617NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044856DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,214,472AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$26,840,650NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045247DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,198,158AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$24,911,124NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048097DistributionYr5Rt
Total Distribution0.239799TotalDistributionRt
Average Distribution0.04796AverageDistributionRt
Net Vl Noncharitable Assets$28,811,081NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,381,779AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$19,853NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,401,632AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,107,526QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$19,853InvestmentIncomeExciseTaxAmt
Subtotal$19,853SubtotalAmt
Tax Based On Investment Income$19,853TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,680EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$25,680TotalPaymentsAndCreditsAmt
Overpayment$5,827OverpaymentAmt
Applied To ES Tax$5,827AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JPMORGAN CHASE - CUSTODIANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7132161451PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2558AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77252ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HENRY J N TAUB II
TEXAN BUILDING333 WEST LOOP NORTH SUITE 410HOUSTONTX77024PRESIDENT, AS REQD0$0$0$0
MARC J SHAPIRO
1100 Uptown Park Blvd Apt 142HOUSTONTX77056VP/ASST. SEC AS REQD0$0$0$0
JENARD N GROSS
5177 Richmond Avenue Suite 1125HOUSTONTX77056VP/ASST. TR AS REQD0$0$0$0
REGINA J ROGERS
121 N Post Oak Lane Apt 2401HOUSTONTX77024VICE PRESIDENT AS REQD0$0$0$0
MARCY E TAUB
TEXAN BUILDING333 WEST LOOP NORTH SUITE 410HOUSTONTX77024VP, SECR. & TREAS., AS REQD0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FAYEZ SAROFIM & COBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1909 FANNIN ST STE 2907AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77010ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORYServiceTypeTxt
Compensation$58,638CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$24,543,798AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,610,485AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$95,545FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$29,249,828TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$29,249,828AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$438,747CashDeemedCharitableAmt
Net Vl Noncharitable Assets$28,811,081NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,440,554MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,440,554MinimumInvestmentReturnAmt
Tax Based On Investment Income$19,853TaxBasedOnInvestmentIncomeAmt
Total Tax$19,853TotalTaxAmt
Distributable Before Adj$1,420,701DistributableBeforeAdjAmt
Distributable Before Ded$1,420,701DistributableBeforeDedAmt
Distributable As Adjusted$1,420,701DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,107,526ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,107,526QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$19,853PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,087,673AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,420,701DistributableAsAdjustedAmt
Undistributed Income PY$1,270,024UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,107,526QualifyingDistributionsAmt
Applied To Year1$1,270,024AppliedToYear1Amt
Applied To Current Year$837,502AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$583,199UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLKJ ConsultingRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1333 WEST LOOP NORTH SUITE 410AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77024ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7136883926RecipientPhoneNum
Form And Info And MaterialsWRITTEN APPLICATIONS SHOULD CONTAIN NAME, ADDRESS, AND PHONE NUMBER AND SHOULD SPECIFY THE INTENDED USE OF THE GRANT.FormAndInfoAndMaterialsTxt
Submission DeadlinesNOVEMBER 1, ANNUALLYSubmissionDeadlinesTxt
Restrictions On AwardsGRANTS GENERALLY LIMITED TO ORGANIZATIONS EXEMPT FROM TAXATION UNDER IRC SECTION 501(C)(3) WHICH ARE LOCATED PRINCIPALLY INHARRIS COUNTY, TEXAS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GOLDBERG B'NAI B'RITH TOWERS
10909 FONDREN ROADHOUSTONTX77096NONEPCSUPPORT OF THE ELDERLY-HOUSEKEEPING & MEALS$30,000
JEWISH COMMUNITY CENTER
5602 SOUTH BRAESWOODHOUSTONTX77096NONEPCSUPPORT OF THE ELDERLY-MEALS & TRANSPORTATION$594,000
JEWISH FAMILY SERVICES
PO BOX 20548HOUSTONTX77225NONEPCSUPPORT OF THE ELDERLY$300,000
JEWISH GERIATRIC CENTERSEVEN ACRES
6200 NORTH BRAESWOODHOUSTONTX77074NONEPCSUPPORT OF THE ELDERLY WIDOWS & WIDOWERS$1,100,000
Methodist Neurological inSTITUTE
6560 Fannin StreetHoustonTX77030NonEPCNeurological Research & Treatment$10,000
JEWISH FAMILY SERVICES
PO BOX 20548HoustonTX77225PCCaseworker Salaries$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,084,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JEWISH GERIATRIC CENTERSEVEN ACRES
6200 NORTH BRAESWOODHOUSTONTX77074NONEPCSUPPORT OF THE ELDERLY WIDOWS & WIDOWERS$1,570,000
JEWISH FAMILY SERVICES
PO BOX 20548HOUSTONTX77225NONEPCSUPPORT OF THE ELDERLY$290,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,860,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$640,136ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$20,940ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,616,791ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,277,867ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,277,867TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLEGAL AND ACCOUNTING FEESCategoryTxt
Amt$46,161Amt
Net Investment Income$44,161NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,000DisbursementsCharitablePrpsAmt

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp

FieldValueIRS element (for citing)
Contractor PersonFAYEZ SAROFIM COContractorPersonNm
ExplanationINVESTMENT ADVISORYExplanationTxt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSEE ATTACHED STATEMENTBondNm
EOY Book Value$3,840,665EOYBookValueAmt
EOYFMV$3,840,665EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHED STATEMENTStockNm
EOY Book Value$24,263,101EOYBookValueAmt
EOYFMV$24,263,101EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OTHER ASSETS
DIVIDENDS/INTEREST RECEIVABLE$86,250$79,109$79,109
MINERALS&INTEREST IN ROYALTIES$2,880$2,880$2,880
PREPAID INSURANCE$11,115$8,855$8,855

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
INSURANCE$18,608$18,608
OTHER MISCELLANEOUS EXPENSES$9,773$9,773

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOIL & GAS REVENUEDesc
Revenue And Expenses Per Books$20,940RevenueAndExpensesPerBooksAmt
Net Investment Income$20,940NetInvestmentIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED FEDERAL EXCISE TAX PA$55,279$86,527
FEDERAL EXCISE TAX PAYABLE$27,181$17,779

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISOR FEES$78,861$63,089$15,772
CUSTODIAL FEES$28,770$23,016$5,754

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES WITHHELD$5,712$5,712
OIL & GAS SEVERANCE TAXES$3,211$3,211
FEDERAL EXCISE TAX$50,846

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