BETA

PAULINE STERNE WOLFF MEMORIAL FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
PAULINE STERNE WOLFF MEMORIAL FOUNDATION (EIN 74-1110698)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-14
IRS object ID
201623199349103227
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-14T22:24:40-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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 410 SuitAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHENRY JN TAUB IIPersonNm
Person TitlePresidentPersonTitleTxt
Phone7132161451PhoneNum
Signature2016-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGregg E SteffenPreparerPersonNm
PTINP00004204PTIN
Phone7139601706PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$26,500,409FMVAssetsEOYAmt
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$682,744DividendsRevAndExpnssAmt
Dividends Net Invst Incm$682,744DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,056,904NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,897,127GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,479,260CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$156,828OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$42,538OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$217,332TotalRevAndExpnssAmt
Total Net Invst Incm$2,204,542TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$33,382AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$31,382AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$146,324OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$117,059OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$29,265OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$43,388TaxesRevAndExpnssAmt
Taxes Net Invst Incm$23,717TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$33,557OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$33,557OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$256,651TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$205,715TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$31,265TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,224,323ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,424,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,480,974TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$205,715TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,455,265TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,698,306ExcessRevenueOverExpensesAmt
Net Investment Income$1,998,827NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$737,580SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$875,036SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$875,036SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$22,956,502CorporateStockBOYAmt
Corporate Stock EOY$21,237,893CorporateStockEOYAmt
Corporate Stock EOYFMV$21,237,893CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,699,823CorporateBondsBOYAmt
Corporate Bonds EOY$4,305,364CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,305,364CorporateBondsEOYFMVAmt
Other Assets BOY$113,259OtherAssetsBOYAmt
Other Assets EOY$82,116OtherAssetsEOYAmt
Other Assets EOYFMV$82,116OtherAssetsEOYFMVAmt
Total Assets BOY$28,507,164TotalAssetsBOYAmt
Total Assets EOY$26,500,409TotalAssetsEOYAmt
Total Assets EOYFMV$26,500,409TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,979AccountsPayableBOYAmt
Accounts Payable EOY$3,625AccountsPayableEOYAmt
Grants Payable BOY$1,897,152GrantsPayableBOYAmt
Grants Payable EOY$1,697,475GrantsPayableEOYAmt
Other Liabilities BOY$198,669OtherLiabilitiesBOYAmt
Other Liabilities EOY$89,251OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,098,800TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,790,351TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$26,408,364UnrestrictedBOYAmt
Unrestricted EOY$24,710,058UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$26,408,364TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$24,710,058TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$28,507,164TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$26,500,409TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$26,408,364TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,698,306ExcessRevenueOverExpensesAmt
Subtotal$24,710,058SubtotalAmt
Tot Net Ast Or Fund Balances EOY$24,710,058TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GENERAL MAIN - JPMORGAN CHASE - 58241P2015-12-31$2,044,792$1,860,666$184,126$184,126
COH MAIN - JPMORGAN CHASE - 58243P2015-12-31$1,028,844$877,566$151,278$151,278
GENERAL FAYEZ - JPMORGAN CHASE - 1930P2015-12-31$3,274,878$2,610,542$664,336$664,336
COHN FAYEZ - JPMORGAN CHASE - 1931P2015-12-31$1,121,433$810,375$311,058$311,058
GREEN FAYEZ - JPMORGAN CHASE - 1932P2015-12-31$48,923$18,935$29,988$29,988
GREEN MAIN - JPMORGAN CHASE - 58244P2015-12-31$243,058$239,783$3,275$3,275
FieldValueIRS element (for citing)
Capital Gain Net Income$1,479,260CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,284,921AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$28,645,617NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044856DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,214,472AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$26,840,650NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045247DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,198,158AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$24,911,124NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048097DistributionYr3Rt
Adjusted Qlfy Distri Yr4$963,470AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$24,485,631NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.039348DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,002,567AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$22,762,772NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044044DistributionYr5Rt
Total Distribution0.221592TotalDistributionRt
Average Distribution0.044318AverageDistributionRt
Net Vl Noncharitable Assets$28,094,237NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,245,080AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$19,988NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,265,068AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,455,265QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$19,988InvestmentIncomeExciseTaxAmt
Subtotal$19,988SubtotalAmt
Tax Based On Investment Income$19,988TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,500EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$12,000AppliedToEsTaxAmt
Total Payments And Credits$25,500TotalPaymentsAndCreditsAmt
Overpayment$5,512OverpaymentAmt
Applied To ES Tax$5,512AppliedToESTaxAmt

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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HENRY J N TAUB II
TEXAN BUILDINGHOUSTONTX77024PRESIDENT, AS REQD10.0$0$0$0
MARC J SHAPIRO
PO BOX 2558HOUSTONTX77252VP/ASST. SEC AS REQD5.0$0$0$0
JENARD N GROSS
5177 Richmond Suite 1125HOUSTONTX77056VP/ASST. TR AS REQD5.0$0$0$0
REGINA J ROGERS
121 N Post Oak Lane Apt 2401HOUSTONTX77024VICE PRESIDENT AS REQD5.0$0$0$0
MARCY E TAUB
TEXAN BUILDINGHOUSTONTX77024VP, SECR. & TREAS., AS REQD5.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
FAYEZ SAROFIM & CO
909 FANNIN ST STE 2907HOUSTONTX77010INVESTMENT ADVISORY$70,354
JPMORGAN CHASE BANK NA
707 TRAVIS STREETHOUSTONTX77002INVESTMENT ADIVISORY$70,084
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$22,838,826AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,585,554AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$97,688FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$28,522,068TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$28,522,068AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$427,831CashDeemedCharitableAmt
Net Vl Noncharitable Assets$28,094,237NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,404,712MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,404,712MinimumInvestmentReturnAmt
Tax Based On Investment Income$19,988TaxBasedOnInvestmentIncomeAmt
Total Tax$19,988TotalTaxAmt
Distributable Before Adj$1,384,724DistributableBeforeAdjAmt
Distributable Before Ded$1,384,724DistributableBeforeDedAmt
Distributable As Adjusted$1,384,724DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,455,265ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,455,265QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$19,988PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,435,277AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,384,724DistributableAsAdjustedAmt
Undistributed Income PY$1,411,838UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,455,265QualifyingDistributionsAmt
Applied To Year1$1,411,838AppliedToYear1Amt
Applied To Current Year$43,427AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$1,341,297UndistributedIncomeCYAmt
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 PersonLAURA JACKMANRecipientPersonNm

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 IN HARRIS COUNTY, TEXAS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 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$229,000
JEWISH FAMILY SERVICES
PO BOX 20548HOUSTONTX77225NONEPCSUPPORT OF THE ELDERLY$180,000
JEWISH GERIATRIC CENTERSEVEN ACRES
6200 NORTH BRAESWOODHOUSTONTX77074NONEPCSUPPORT OF THE ELDERLY WIDOWS & WIDOWERS$910,000
Methodist Neurological inSTITUTE
6560 Fannin StreetHoustonTX77030NonEPCNeurological Research & Treatment$10,000
TEXAS CHILDREN'S HOSPITAL
6621 FANNIN STREETHOUSTONTX77030NONEPCCHILDREN'S HEALTHCARE RESEARCH & TREATMENT$15,000
JEWISH FAMILY SERVICES
PO BOX 20548HoustonTX77225PCCaseworker Salaries$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,424,000TotalGrantOrContriPdDurYrAmt

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$1,750,000
JEWISH FAMILY SERVICES
PO BOX 20548HOUSTONTX77225NONEPCSUPPORT OF THE ELDERLY$370,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$2,120,000TotalGrantOrContriApprvFutAmt

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$682,744ExclusionAmt
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$156,828ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,056,904ExclusionAmt
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-$217,332ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$217,332TotalIncomeProducingActyAmt

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$33,382Amt
Net Investment Income$31,382NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,000DisbursementsCharitablePrpsAmt

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

FieldValueIRS element (for citing)
BondSEE ATTACHED STATEMENTBondNm
EOY Book Value$4,305,364EOYBookValueAmt
EOYFMV$4,305,364EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHED STATEMENTStockNm
EOY Book Value$21,237,893EOYBookValueAmt
EOYFMV$21,237,893EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (5 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OTHER ASSETS
DIVIDENDS/INTEREST RECEIVABLE$70,258$66,494$66,494
MINERALS&INTEREST IN ROYALTIES$2,880$2,880$2,880
PREPAID INSURANCE$13,547$12,742$12,742
OTHER RECEIVABLES$26,574$0$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
INSURANCE$24,329$24,329
OTHER MISCELLANEOUS EXPENSES$5,173$5,173
REAL ESTATE$4,055$4,055

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
OIL & GAS REVENUE$42,538$42,538
DEFERRED EXCISE TAX Income$114,290

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED FEDERAL EXCISE TAX PAYABLE$177,869$63,579
FEDERAL EXCISE TAX PAYABLE$20,800$25,672

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISOR FEES$105,755$84,604$21,151
CUSTODIAL FEES$40,569$32,455$8,114

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES WITHHELD$5,098$5,098
OIL & GAS SEVERANCE TAXES$18,619$18,619
FEDERAL EXCISE TAX$19,671

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.