WOLFE H AND LYNN R BRAGIN FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WOLFE H AND LYNN R BRAGIN FAMILY FOUNDATION INC (EIN 46-1409463)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202311329349103026
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T13:14:44-04:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454917700 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charles J Zimmerer PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 Brickell Key Dr Ste 700 | AddressLine1Txt |
| City | Miami | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461409463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLFE H AND LYNN R BRAGIN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOLF | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2631 NW 64TH BLVD | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WOLFE H BRAGIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5619880888 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WOLFE | PersonFirstNm |
| Person Last | BRAGIN | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Charles J Zimmerer | PreparerPersonNm |
| PTIN | P00683651 | PTIN |
| Phone | 7864640403 | PhoneNum |
| Preparation | 2023-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $701,448 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $1,070 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,070 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $13,872 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $13,872 | GrossRentsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $220,403 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $847,389 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $220,403 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,070 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $235,345 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $235,345 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,070 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $811 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $811 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $815 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $815 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $811 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $811 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,437 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,437 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,260 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,260 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $142,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $142,697 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $92,648 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $235,345 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,070 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $541 | CashBOYAmt |
| Cash EOY | $104,313 | CashEOYAmt |
| Cash EOYFMV | $104,313 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $515,666 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $586,220 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $586,220 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $230,261 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,915 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,915 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $746,468 | TotalAssetsBOYAmt |
| Total Assets EOY | $701,448 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $701,448 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,200 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,200 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $745,268 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $701,448 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $745,268 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $701,448 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $746,468 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $701,448 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $745,268 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $92,648 | ExcessRevenueOverExpensesAmt |
| Subtotal | $837,916 | SubtotalAmt |
| Other Decreases | $135,398 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $702,518 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EQUITIES 10000 SHS ACGL AND US T BI | P | 2010-05-05 | 2020-07-07 | $298,157 | $78,824 | $219,333 | $219,333 |
| Short-Term US Treasury Bills | P | 2020-05-05 | 2020-07-17 | $549,232 | $548,162 | $1,070 | $1,070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $220,403 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,070 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,271 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,271 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,271 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $3,271 | TaxDueAmt |
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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | WOLFE H BRAGIN | IndividualWithBooksNm |
| Phone | 5619880888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2631 NW 64TH BLVD | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| WOLFE H BRAGIN | ||||||||
| 2631 NW 64TH BLVD | Boca Raton | FL | 33496 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| LYNN R BRAGIN | ||||||||
| 2631 NW 64TH BLVD | Boca Raton | FL | 33496 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AMERICAN FRIENDS OF MAGEN DAVID ADOM | Description1Txt |
| Expenses1 | $125,280 | Expenses1Amt |
| Description2 | FRIENDS OF ISRAELI DEFENSE FORCES | Description2Txt |
| Expenses2 | $8,550 | Expenses2Amt |
| Description3 | JEWISH FEDERATION | Description3Txt |
| Expenses3 | $5,140 | Expenses3Amt |
| Description4 | HEBREW CONGREGATION OF BROIKEN SOUND | Description4Txt |
| Expenses4 | $360 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AFMDA MARCUS BLOOD BANK 5 YEAR PLEDGE OF 50000YR 250000 TOTAL 2021 INSTALLMENT OF 50000 OUTSTANDING | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $145,516 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $571,855 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $717,371 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $717,371 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,761 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $706,610 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,331 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,331 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,271 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,271 | TotalTaxAmt |
| Distributable Before Adj | $32,060 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $32,060 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $32,060 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $142,697 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $142,697 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $142,697 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,060 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $37,305 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,316 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,680 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,444 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,200 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $189,945 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $142,697 | QualifyingDistributionsAmt |
| Applied To Current Year | $32,060 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $110,637 | RemainingDistriFromCorpusAmt |
| Total Corpus | $300,582 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $37,305 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $263,277 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,316 | ExcessFromYear4Amt |
| Excess From Year3 | $36,680 | ExcessFromYear3Amt |
| Excess From Year2 | $35,444 | ExcessFromYear2Amt |
| Excess From Year1 | $62,200 | ExcessFromYear1Amt |
| Excess From Current Year | $110,637 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| American Friends of Magen David Ad | |||||
| 352 Seventh Avenue Suite 400 | New York | NY | 10001 | To support Organizations mission | $125,280 |
| Friends of Israel | |||||
| Congress Avenue | Boca Raton | FL | 33496 | To support Organizations Mission | $8,550 |
| Jewish Foundation | |||||
| 9901 Donna Klein Blvd | Boca Raton | FL | 33428 | To support organizations mission | $5,000 |
| Other Organizations | |||||
| Various | Boca Raton | FL | 33496 | Various non-for-profit Organizations | $1,430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,260 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AFMDA Blood Bank In Rmat Agam | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 352 Seventh Avenue Suite 400 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | Support Organizations mission | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $50,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $13,872 | UnrelatedBusinessTaxblIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dividends | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,070 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $14,942 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,942 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Wolfe Bragin | ||||||
| 1 | 2631 NW 64th Blvd | Boca Raton | FL | 33496 | $77,142 | Yes (X) |
| Wolfe Bragin | ||||||
| 2 | 2631 NW 64th Blvd | Boca Raton | FL | 33496 | $72,238 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ACGL Common Stock 2600 at FMV 2967 | $77,142 | 2020-03-27 |
| 2 | ACGL Common Stock 2500 shares at FMV 28895 | $72,238 | 2020-06-30 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equities | StockNm |
| EOY Book Value | $10,915 | EOYBookValueAmt |
| EOYFMV | $10,915 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEE | $61 | $0 | $0 | $61 |
| ACCOUNTING FEE | $250 | $0 | $0 | $250 |
| OTHER PROFESSIONAL FEE | $500 | $0 | $0 | $500 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECLINE IN VALUE OF SECURITIES SOLD | Desc |
| Amt | $135,398 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $811 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $811 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $815 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $815 | DisbursementsCharitablePrpsAmt |
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