BETA

WAGNER FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WAGNER FAMILY FOUNDATION INC (EIN 13-3980685)
Tax period
2019-10-01 to 2020-09-30
Filed
2021-02-12
IRS object ID
202120439349100002
Schema version
2019v5.2
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)
Return2021-02-12T05:30:53-06:00ReturnTs
Tax Period End2020-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223754856PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1UNTRACHT EARLY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1325 COLUMBIA TURNPIKE SUITE 202AddressLine1Txt
CityFLORHAM PARKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07932ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133980685EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WAGNER FAMILY FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O UNTRACHT EARLY LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWAGNBusinessNameControlTxt
Phone9734086700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1325 COLUMBIA TURNPIKE NO 202AddressLine1Txt
CityFLORHAM PARKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07932ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEON WAGNER PRESIDENTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9734086700PhoneNum
Signature2021-02-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARRY S KLEIMANPreparerPersonNm
PTINP00161566PTIN
Phone9734086700PhoneNum
Preparation2021-02-10PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$21,994FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,100ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$120DividendsRevAndExpnssAmt
Dividends Net Invst Incm$120DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$103,863NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$140,056GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$103,863CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$111,083TotalRevAndExpnssAmt
Total Net Invst Incm$103,983TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$10,600TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10,600TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$90OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$65OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,690TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$65TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,625TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$114,787ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$114,787ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$125,477TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$65TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$125,412TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,394ExcessRevenueOverExpensesAmt
Net Investment Income$103,918NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$155SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$21,994SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,994SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$136,047OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$136,202TotalAssetsBOYAmt
Total Assets EOY$21,994TotalAssetsEOYAmt
Total Assets EOYFMV$21,994TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$136,202RetainedEarningBOYAmt
Retained Earning EOY$21,994RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$136,202TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$21,994TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$136,202TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$21,994TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$136,202TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,394ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$121,808SubtotalAmt
Other Decreases$99,814OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$21,994TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyGOLDENTREE CREDIT OPPORTUNITIES, LTD - 27.96225 SHSPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2009-08-01AcquiredDt
Sold2020-01-08SoldDt
Gross Sales Price$140,056GrossSalesPriceAmt
Cost Or Other Basis$36,193CostOrOtherBasisAmt
Gain Or Loss$103,863GainOrLossAmt
Gains Minus Excess Or Losses$103,863GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$103,863CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,625AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$133,063NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049788DistributionYr1Rt
Adjusted Qlfy Distri Yr2$156,266AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$165,388NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.944845DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,109,593AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$149,952NetVlNoncharitableAssetsYr3Amt
Distribution Yr37.399655DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,028,308AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$195,430NetVlNoncharitableAssetsYr4Amt
Distribution Yr45.261771DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,214,107AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$706,327NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.718902DistributionYr5Rt
Total Distribution15.374961TotalDistributionRt
Average Distribution3.074992AverageDistributionRt
Net Vl Noncharitable Assets$78,666NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$241,897AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,039NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$242,936AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$125,412QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,078InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,078SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,078TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,427EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,427TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$6,349OverpaymentAmt
Applied To ES Tax$6,349AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksUNTRACHT EARLY LLCIndividualWithBooksNm
Phone9734086700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1325 COLUMBIA TURNPKE SUITE 202AddressLine1Txt
CityFLORHAM PARKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07932ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LEON WAGNER
C/O UNTRACHT EARLY 325 COLUMBIATRNPKE STE 202FLORHAM PARKNJ07932PRESIDENT5.00$0$0$0
HARRY WAGNER
C/O UNTRACHT EARLY 325 COLUMBIATRNPKE STE 202FLORHAM PARKNJ07932VICE PRESIDENT & SECRETARY5.00$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
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANT MAKING ORGANIZATION TO PUBLIC CHARITIES.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$61,227AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$18,637FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$79,864TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$79,864AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,198CashDeemedCharitableAmt
Net Vl Noncharitable Assets$78,666NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,933MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,933MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,078TaxBasedOnInvestmentIncomeAmt
Total Tax$2,078TotalTaxAmt
Distributable Before Adj$1,855DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,855DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,855DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$125,412ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$125,412QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$125,412AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,855DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,195,847ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,018,970ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,102,103ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$147,997ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$3,464,917TotalExcessDistributionCyovAmt
Qualifying Distributions$125,412QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,855AppliedToCurrentYearAmt
Remaining Distri From Corpus$123,557RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,588,474TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,195,847ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,392,627ExcessDistriCyovToNextYrAmt
Excess From Year4$1,018,970ExcessFromYear4Amt
Excess From Year3$1,102,103ExcessFromYear3Amt
Excess From Year2$147,997ExcessFromYear2Amt
Excess From Current Year$123,557ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALPHA OMEGA INTERNATIONAL DENTAL FRATERNITY
50 W EDMONSTON DRIVE 206ROCKVILLEMD20852NONEPCGENERAL UNRESTRICTED$2,500
AMERICAN CANCER SOCIETY
PO BOX 22478OKLAHOMA CITYOK73123NONEPCGENERAL UNRESTRICTED$1,000
BETH C TORTOLANI FOUNDATION
PO BOX 1004MANHASSETNY11030NONEPCGENERAL UNRESTRICTED$1,000
BLYTHEDALE CHILDREN'S HOSPITAL
95 BRADHURST AVEVALHALLANY10595NONEPCGENERAL UNRESTRICTED$10,000
CHABAD OF OBERLIN
214 W COLLEGE STOBERLINOH44074NONEPCGENERAL UNRESTRICTED$11,500
CHABAD OF SOUTHAMPTON JEWISH CENTER
214 HILL STREETSOUTHAMPTONNY11968NONEPCGENERAL UNRESTRICTED$5,000
CHRISTIAN COMMUNITY SCHOOL
35716 ROYALTON ROADNORTH EATONOH44044NONEPCGENERAL UNRESTRICTED$10,000
DIX HILLS JEWISH CENTER
555 VANDERBILT PKWYDIX HILLSNY11746NONEPCGENERAL UNRESTRICTED$1,000
GLEN OAKS CLUB PHILANTHROPIC FUND
PO BOX 249OLD WESTBURYNY11568NONEPCGENERAL UNRESTRICTED$1,000
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021NONEPCGENERAL UNRESTRICTED$200
LONG ISLAND CADDIE SCHOLARSHIP FUND
49 KNOLLWOOD ROADELMSFORDNY10523NONEPCGENERAL UNRESTRICTED$500
LYMPHOMA RESEARCH FOUNDATION
88 PINE ST SUITE 2400NEW YORKNY10005NONEPCGENERAL UNRESTRICTED$1,000
MEDIA CARES
603 W 115TH ST PMB 371NEW YORKNY10025NONEPCGENERAL UNRESTRICTED$15,000
MT SINAI MEDICAL CENTER FOUNDATION INC
4300 ALTON ROADMIAMI BEACHFL33140NONEPCGENERAL UNRESTRICTED$5,000
PROSTATE CANCER FOUNDATION
1250 FOURTH STREETSANTA MONICACA90401NONEPCGENERAL UNRESTRICTED$25,000
UJA FEDERATION OF NY
130 E 59TH STNEW YORKNY10022NONEPCGENERAL UNRESTRICTED$23,837
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STREETNEW YORKNY10014NONEPCGENERAL UNRESTRICTED$250
YIVO
15 W 16TH ST 6301NEW YORKNY10011NONEPCGENERAL UNRESTRICTED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$114,787TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$120ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$103,863ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$103,983ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$103,983TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1LEON WAGNERBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O UNTRACHT EARLY LLC 325 COLUMBIAAddressLine1Txt
CityFLORHAM PARKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07932ZIPCd
FieldValueIRS element (for citing)
Total Contributions$7,100TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSS ON INVESTMENTSDesc
Amt$99,814Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NY FILING FEE$50$25$25
ORDINARY LOSS - CAPVEST SPECIAL PTRS, LP$40$40$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$10,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,600DisbursementsCharitablePrpsAmt

Comments

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