FRIEDRICH ULFERS FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FRIEDRICH ULFERS FOUNDATION (EIN 45-0894598)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-11
IRS object ID
202441939349100304
Schema version
2023v5.1
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)
Return2024-07-11T15:39:47-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN450894598EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Friedrich Ulfers FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlFRIEBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVALENTINO VERRELLIPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-07-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstVALENTINOPersonFirstNm
Person LastVERRELLIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
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$85,630FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$30,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$444InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$444InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$30,444TotalRevAndExpnssAmt
Total Net Invst Incm$444TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Expenses Rev And Expnss$4,475OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$4,475OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,475TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,475TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,975TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,975TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,469ExcessRevenueOverExpensesAmt
Net Investment Income$444NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$62,561SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$77,030SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$77,030SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$8,600OtherInvestmentsBOYAmt
Other Investments EOY$8,600OtherInvestmentsEOYAmt
Other Investments EOYFMV$8,600OtherInvestmentsEOYFMVAmt
Total Assets BOY$71,161TotalAssetsBOYAmt
Total Assets EOY$85,630TotalAssetsEOYAmt
Total Assets EOYFMV$85,630TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$71,161RetainedEarningBOYAmt
Retained Earning EOY$85,630RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$71,161TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$85,630TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$71,161TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$85,630TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$71,161TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,469ExcessRevenueOverExpensesAmt
Subtotal$85,630SubtotalAmt
Tot Net Ast Or Fund Balances EOY$85,630TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6InvestmentIncomeExciseTaxAmt
Subtotal$6SubtotalAmt
Tax Based On Investment Income$6TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$99EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$99TotalPaymentsAndCreditsAmt
Overpayment$93OverpaymentAmt
Applied To ES Tax$93AppliedToESTaxAmt

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 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 RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Friedrich Ulfers
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir1.0$0$0$0
Valentino Verrelli
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec, VP1.0$0$0$0
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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$62,804AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$8,600FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$71,404TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$71,404AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,071CashDeemedCharitableAmt
Net Vl Noncharitable Assets$70,333NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,517MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,517MinimumInvestmentReturnAmt
Tax Based On Investment Income$6TaxBasedOnInvestmentIncomeAmt
Total Tax$6TotalTaxAmt
Distributable Before Adj$3,511DistributableBeforeAdjAmt
Distributable Before Ded$3,511DistributableBeforeDedAmt
Distributable As Adjusted$3,511DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,975ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$15,975QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,511DistributableAsAdjustedAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Excess Distribution Cyov Yr5$11,356ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,601ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,209ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,559ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,019ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$50,744TotalExcessDistributionCyovAmt
Qualifying Distributions$15,975QualifyingDistributionsAmt
Applied To Current Year$3,511AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,464RemainingDistriFromCorpusAmt
Total Corpus$63,208TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$11,356ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$51,852ExcessDistriCyovToNextYrAmt
Excess From Year4$11,601ExcessFromYear4Amt
Excess From Year3$9,209ExcessFromYear3Amt
Excess From Year2$6,559ExcessFromYear2Amt
Excess From Year1$12,019ExcessFromYear1Amt
Excess From Current Year$12,464ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BROTHERS HELPING INC
15750 80TH STHOWARD BEACHNY11414N/APCGeneral & Unrestricted$500
NEW YORK UNIVERSITY
25 W 4TH ST RM 405NEW YORKNY10012N/APCDeutsche House$5,000
NEW YORK UNIVERSITY
25 W 4TH ST RM 405NEW YORKNY10012N/APCGeneral & Unrestricted$500
NEW YORK UNIVERSITY
25 W 4TH ST RM 405NEW YORKNY10012N/APCGerman Publication$5,000
NEW YORK UNIVERSITY
25 W 4TH ST RM 405NEW YORKNY10012N/APCThe College Of Arts AND Sciences$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$444ExclusionAmt
FieldValueIRS element (for citing)
Dividends And Interest From Sec DtlDividendsAndInterestFromSecDtl
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$444ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$444TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonUlfers FriedrichContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13829 Amundson AvenueAddressLine1Txt
CityBronxCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10466ZIPCd
FieldValueIRS element (for citing)
Total Contributions$30,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
PAINTING - 12TH STATION OF THE$1,000$1,000
PAINTING - CHRIST AND THE CROS$400$400
PAINTING - CHRIST ON THE CROSS$400$400
PAINTING - DEER IN WOODS 1$400$400
PAINTING - DEER IN WOODS 2$400$400
PAINTING - DEER IN WOODS 3$400$400
PAINTING - DOVE OF PENTECOST$400$400
PAINTING - KING$1,000$1,000
PAINTING - LAST SUPPER$1,000$1,000
PAINTING - MARY AND CHILD$1,000$1,000
PAINTING - POINSETTIA$400$400
PAINTING - RESURRECTION$1,000$1,000
PAINTING - RISEN CHRIST$400$400
PAINTING - TWO BIRDS$400$400

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$4,450$4,450
State or Local Filing Fees$25$25

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