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WOLFE H AND LYNN R BRAGIN FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WOLFE H AND LYNN R BRAGIN FAMILY FOUNDATION INC (EIN 46-1409463)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-16
IRS object ID
202302899349101510
Schema version
2022v5.0
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)
Return2023-10-16T15:05:36-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454917700PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Charles J Zimmerer PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1601 Brickell Key Dr Ste 700AddressLine1Txt
CityMiamiCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461409463EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Wolfe H and Lynn R BraginBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWOLFBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12631 NW 64th BlvdAddressLine1Txt
CityBoca RatonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33496ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWolfe BraginPersonNm
Person TitlePresidentPersonTitleTxt
Phone3107400144PhoneNum
Signature2023-09-09SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWolfePersonFirstNm
Person LastBraginPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCharles ZimmererPreparerPersonNm
PTINP00683651PTIN
Phone7864640403PhoneNum
Preparation2023-10-16PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$432,886FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$10,195InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10,195InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$10,195TotalRevAndExpnssAmt
Total Net Invst Incm$10,195TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$61LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$61LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,000AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$4,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$850TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$850TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,911TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,911TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$247,585ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$247,585ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$252,496TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$252,496TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$242,301ExcessRevenueOverExpensesAmt
Net Investment Income$10,195NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,939CashBOYAmt
Cash EOY$77,036CashEOYAmt
Cash EOYFMV$77,036CashEOYFMVAmt
Sav And Temp Cash Invst BOY$570,800SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$329,120SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$329,120SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$14,975CorporateStockBOYAmt
Corporate Stock EOY$26,730CorporateStockEOYAmt
Corporate Stock EOYFMV$26,730CorporateStockEOYFMVAmt
Total Assets BOY$604,714TotalAssetsBOYAmt
Total Assets EOY$432,886TotalAssetsEOYAmt
Total Assets EOYFMV$432,886TotalAssetsEOYFMVAmt
Accounts Payable EOY$61AccountsPayableEOYAmt
Grants Payable EOY$103,600GrantsPayableEOYAmt
Other Liabilities EOY$4,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$107,661TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$604,714NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$325,225NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$604,714TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$325,225TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$604,714TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$432,886TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$604,714TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$242,301ExcessRevenueOverExpensesAmt
Subtotal$362,413SubtotalAmt
Other Decreases$37,188OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$325,225TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$142InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$142SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$142TaxBasedOnInvestmentIncomeAmt
Tax Due$142TaxDueAmt

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
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
Individual With BooksWolfe BraginIndividualWithBooksNm
Phone5619880888PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12631 NW 64th BlvdAddressLine1Txt
CityBoca RatonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334962024ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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
Wolfe Bragin President
2631 NW 64th BlvdBoca RatonFL33496President0.00$0$0$0
Lynn R Bragin
2631 NW 64th BlvdBoca RatonFL33496Secretary0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1AFMDA-American Friends of MagenDescription1Txt
Expenses1$210,000Expenses1Amt
Description2Friends of Israel DefenseDescription2Txt
Expenses2$28,720Expenses2Amt
Description3Jewish FederationDescription3Txt
Expenses3$5,000Expenses3Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$484,285AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$45,873AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$530,158TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$530,158AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,952CashDeemedCharitableAmt
Net Vl Noncharitable Assets$522,206NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,110MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,110MinimumInvestmentReturnAmt
Tax Based On Investment Income$142TaxBasedOnInvestmentIncomeAmt
Total Tax$142TotalTaxAmt
Distributable Before Adj$25,968DistributableBeforeAdjAmt
Distributable Before Ded$25,968DistributableBeforeDedAmt
Distributable As Adjusted$25,968DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$252,496ExpensesAndContributionsAmt
Qualifying Distributions$252,496QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,968DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$36,680ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$35,444ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$62,200ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$110,637ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$67,798ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$312,759TotalExcessDistributionCyovAmt
Qualifying Distributions$252,496QualifyingDistributionsAmt
Applied To Current Year$25,968AppliedToCurrentYearAmt
Remaining Distri From Corpus$226,528RemainingDistriFromCorpusAmt
Total Corpus$539,287TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$36,680ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$502,607ExcessDistriCyovToNextYrAmt
Excess From Year4$35,444ExcessFromYear4Amt
Excess From Year3$62,200ExcessFromYear3Amt
Excess From Year2$110,637ExcessFromYear2Amt
Excess From Year1$67,798ExcessFromYear1Amt
Excess From Current Year$226,528ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS MAGEN DAVID ADOM
4371 NORTH LAKE BLVD361Palm Beach GardensFL33410POFISRAELS NATIONAL AMBULANCE AND BLOOD BANK$210,000
FRIENDS OF ISRAEL DEFENSE
8177 GLADES ROADBoca RatonFL33434POFPROVIDE EDUCATION TO ISRAEL SOLDIERS$28,720
JEWISH FEDERATION
9901 Donna Klein BlvdBoca RatonFL33434POFSUPPORT LOCAL JEWISH SERVICES$5,000
THE PAP CORPS
1191 E NEWPORT CENTER SUITE 107DEERFIELD BEACHFL33142POFSUPPORT ORGANIZATIONS MISSION TO FIGHT CANCER$1,800
PRAGER UNIVERSITY
15021 VENTURA BLVD 552Sherman OaksCA91403POFSUPPORT PRAGER EDUCATIONAL PROGRAM$180
WOMENS GOLD-CEDARS SINAI
407 NORTH MAPLE DRIVEBeverly HillsCA90210POFSUPPORT HOSPITAL PROGRAMS$1,800
HADASSAH OF BROKEN SOUND
1329 CONGRESS AVENUE SUITE 209Boynton BeachFL33426POFGENERAL SUPPORT CONTRIBUTION$85
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$247,585TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,195RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,195RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,195TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATION & PEN-ABATEMENCategoryTxt
Amt$4,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCorporate StockStockNm
EOY Book Value$26,730EOYBookValueAmt
EOYFMV$26,730EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$61LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$61DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDecrease in valuationDesc
Amt$37,188Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescTaxesDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$4,000EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$850Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$850DisbursementsCharitablePrpsAmt

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