WOLF CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WOLF CHARITABLE FOUNDATION (EIN 20-8069029)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-03-20
IRS object ID
202440809349100719
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-20T16:02:08-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN881805873PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Jonathan Yee EABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16088 Sunol Blvd Ste 101AddressLine1Txt
CityPleasantonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208069029EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WOLF CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWOLFBusinessNameControlTxt
Phone4155632600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11209 ORANGE STREETAddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19801ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEUGENE WOLFPersonNm
Person TitleDirectorPersonTitleTxt
Signature2024-03-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEUGENEPersonFirstNm
Person LastWOLFPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJonathan Yee EAPreparerPersonNm
PTINP01276111PTIN
Phone9254527362PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$281,433FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$84DividendsRevAndExpnssAmt
Dividends Net Invst Incm$84DividendsNetInvstIncmAmt
Dividends Adj Net Incm$84DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,471NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$17,282GrossSalesPriceAmt
Total Rev And Expnss-$3,387TotalRevAndExpnssAmt
Total Net Invst Incm$84TotalNetInvstIncmAmt
Total Adj Net Incm$84TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$2,101OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,101OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,101TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,101TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,101TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,101TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$23,488ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$84AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,731SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,918SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,918SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$208,879CorporateStockBOYAmt
Corporate Stock EOY$205,399CorporateStockEOYAmt
Corporate Stock EOYFMV$279,515CorporateStockEOYFMVAmt
Total Assets BOY$211,610TotalAssetsBOYAmt
Total Assets EOY$207,317TotalAssetsEOYAmt
Total Assets EOYFMV$281,433TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$211,610RetainedEarningBOYAmt
Retained Earning EOY$207,317RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$211,610TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$207,317TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$211,610TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$207,317TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$211,610TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$23,488ExcessRevenueOverExpensesAmt
Other Increases$19,195OtherIncreasesAmt
Subtotal$207,317SubtotalAmt
Tot Net Ast Or Fund Balances EOY$207,317TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
NET E*TRADE #259885 - SUMMARY TRADINGP$20,753-$20,753-$20,753
NET E*TRADE #259885 - SUMMARY TRADINGP$17,282$17,282$17,282
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,471CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$3,471NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4155632600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11209 ORANGE STREETAddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19801ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonEUGENE WOLFPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O PO BOX 70AddressLine1Txt
CityPLEASANTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd
FieldValueIRS element (for citing)
TitleDirectorTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$278,459AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$921AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$279,380TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$279,380AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,191CashDeemedCharitableAmt
Net Vl Noncharitable Assets$275,189NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,759MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,759MinimumInvestmentReturnAmt
Distributable Before Adj$13,759DistributableBeforeAdjAmt
Distributable Before Ded$13,759DistributableBeforeDedAmt
Distributable As Adjusted$13,759DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,000ExpensesAndContributionsAmt
Qualifying Distributions$18,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,759DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$23,698ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$6,541ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$30,239TotalExcessDistributionCyovAmt
Qualifying Distributions$18,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,759AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,241RemainingDistriFromCorpusAmt
Total Corpus$34,480TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$34,480ExcessDistriCyovToNextYrAmt
Excess From Year3$23,698ExcessFromYear3Amt
Excess From Year1$6,541ExcessFromYear1Amt
Excess From Current Year$4,241ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PROJECT K-9 HERO
309 BEAR PEN ROADWHITWELLTN37397N/A501(c)(3)CHARITABLE NEEDS$1,000
FOR THE KIDS
825 NORTH 300 WEST C-139SALT LAKE CITYUT84103N/A501(c)(3)CHARITABLE NEEDS$5,000
FRIENDS OF IDF
60 EAST 42ND STNEW YORKNY10115N/A501(c)(3)CHARITABLE NEEDS$5,000
HILLEL INTL
800 EIGHTH STREET NWWASHINGTONDC20001N/A501(c)(3)CHARITABLE NEEDS$1,000
MARIN CATHOLIC
675 SIR FRANCIS DRAKE BLVDKENTFIELDCA94904N/A501(c)(3)CHARITABLE NEEDS$5,000
CAPITAL RESEARCH CENTER
1513 16TH STREET NWWASHINGTONDC20036N/A501(c)(3)CHARITABLE NEEDS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$84RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$3,471RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$3,387RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$3,387TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number48LineNumberTxt
Relationship StatementINVESTMENT INCOMERelationshipStatementTxt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKStockNm
EOY Book Value$205,399EOYBookValueAmt
EOYFMV$279,515EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET MARKET FLUCTUATIONSDesc
Amt$19,195Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MARGIN INT$1,902$1,902$0$0
REG AGENT$199$199$0$0

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