WOLF FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WOLF FAMILY FOUNDATION (EIN 20-3990564)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-12-15
- IRS object ID
- 202033509349100018
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-12-15T15:51:05-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112999103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARRY SCHECHTER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA SUITE 660 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203990564 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WOLF FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOLF | BusinessNameControlTxt |
| Phone | 7184379133 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1637 60TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112045016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHAIM ZVI WOLF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7184379133 | PhoneNum |
| Signature | 2020-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY SCHECHTER | PreparerPersonNm |
| PTIN | P00010696 | PTIN |
| Phone | 2129475880 | PhoneNum |
| Preparation | 2020-12-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.105.226.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-12-15 | IPDt |
| IP Tm | 14:25:31 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C8E6FD2865D54ED8D466BB2F8A463411548B4AE6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C8E6FD2865D54ED8D466BB2F8A463411548B4AE6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,838,259 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,661 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,661 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,089 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,089 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $292,668 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $981,616 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $292,668 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $330,451 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $330,451 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $800,869 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $650,869 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,374 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $114 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,553 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,553 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,802 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,542 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,301 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,301 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $191,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,542 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $162,301 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $609,766 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $625,327 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $11,059 | CashEOYAmt |
| Cash EOYFMV | $11,059 | CashEOYFMVAmt |
| Corporate Stock BOY | $470,288 | CorporateStockBOYAmt |
| Corporate Stock EOY | $746,045 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $814,055 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $690,195 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,013,145 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,013,145 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,160,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,770,249 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,838,259 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,160,483 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,770,249 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,160,483 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,770,249 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,160,483 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,770,249 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,160,483 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $609,766 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,770,249 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,770,249 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH | P | $170,142 | $163,666 | $6,476 | $6,476 |
| MERRILL LYNCH | P | $5,067 | $5,358 | -$291 | -$291 |
| MERRILL LYNCH | P | $38,960 | $31,788 | $7,172 | $7,172 |
| MERRILL LYNCH | P | $692,329 | $447,669 | $244,660 | $244,660 |
| WELLS FARGO | P | $75,118 | $40,467 | $34,651 | $34,651 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $292,668 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $279,143 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,639,923 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.170217 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $291,275 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,690,564 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.172295 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $194,871 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,570,038 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.124119 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $141,444 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,754,008 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.080640 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $306,665 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,621,641 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.189108 | DistributionYr5Rt |
| Total Distribution | 0.736379 | TotalDistributionRt |
| Average Distribution | 0.147276 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $859,130 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $126,529 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,253 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $132,782 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $162,301 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,253 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,253 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,253 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,480 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $42 | EsPenaltyAmt |
| Tax Due | $3,815 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WOLF FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7184379133 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1637 60TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| CHAIM ZVI WOLF | ||||||||
| 1637 60TH STREET | BROOKLYN | NY | 11204 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| RACHEL WOLF | ||||||||
| 1637 60TH STREET | BROOKLYN | NY | 11204 | TRUSTEE | 5.00 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $851,417 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,796 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $872,213 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $872,213 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,083 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $859,130 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,957 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,957 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,253 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,253 | TotalTaxAmt |
| Distributable Before Adj | $36,704 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,704 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,704 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $162,301 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $162,301 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,253 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $156,048 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,704 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $229,411 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $53,811 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $120,426 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $210,317 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $202,093 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $816,058 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $162,301 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,704 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $125,597 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $941,655 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $229,411 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $712,244 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $53,811 | ExcessFromYear4Amt |
| Excess From Year3 | $120,426 | ExcessFromYear3Amt |
| Excess From Year2 | $210,317 | ExcessFromYear2Amt |
| Excess From Year1 | $202,093 | ExcessFromYear1Amt |
| Excess From Current Year | $125,597 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAS YARAIM | |||||||
| 185 WILSON STREET | BROOKLYN | NY | 11211 | NONE | PUBLIC | CHARITABLE | $5,000 |
| ALIM LITRUFAH | |||||||
| 1301 47TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $360 |
| BELZ INSTITUTIONS | |||||||
| 4303 15TH AVE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $5,000 |
| BNOS SKVER | |||||||
| 382 WILLOUGHBY AVENUE | BROOKLYN | NY | 11205 | NONE | PUBLIC | CHARITABLE | $360 |
| BTY FOUNDATION | |||||||
| 1250 42ND STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $1,000 |
| BYBZ | |||||||
| 4206 15TH AVE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $3,600 |
| CONG KEREN ATERES YISOCHER DOV | |||||||
| 213 LEE STREET | BROOKLYN | NY | 11206 | NONE | PUBLIC | CHARITABLE | $1,000 |
| CONG CHASIDEI BELZ | |||||||
| 1435 51ST STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $1,000 |
| CONG MASMIDIM | |||||||
| 27 DECATUR AVENUE | SPRING VALLEY | NY | 10977 | NONE | PUBLIC | CHARITABLE | $575 |
| CONG MEOR HATFILAH | |||||||
| 5910 20TH AVENUE 5914 | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $5,600 |
| CONG MINCHAS YEHUDA | |||||||
| 1266 50TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $5,100 |
| CONG YETEV LEVI | |||||||
| 150 RODNEY STREET | BROOKLYN | NY | 11211 | NONE | PUBLIC | CHARITABLE | $1,000 |
| CONG SHTIBEL US INC | |||||||
| 1260 45TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $5,950 |
| IMREI BINAH | |||||||
| 318 ROEBLING STREET | BROOKLYN | NY | 11211 | NONE | PUBLIC | CHARITABLE | $101 |
| JCA | |||||||
| 1340 E 9TH ST | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $1,000 |
| KAPAYIM | |||||||
| 1574 56TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $100 |
| KEREN CHAIM SHLOMO | |||||||
| 4216 15TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $50,720 |
| KOLLEL BELZ | |||||||
| 12 MAPLE TERRACE | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $750 |
| MIKVAH USA | |||||||
| 1461 42ND STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $360 |
| NESIVOS BAIS YAAKOV | |||||||
| 1021 45TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $23,500 |
| YESHIVA MACHZIKAI HADAS | |||||||
| 4107 16TH AVE | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $40,425 |
| YESHIVA OHR YISROEL | |||||||
| 2940 AVE P | BROOKLYN | NY | 11229 | NONE | PUBLIC | CHARITABLE | $9,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,301 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,661 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,089 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $330,451 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $292,668 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $650,869 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $650,869 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TZVI WOLF | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1637 60TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,875 | Amt |
| Net Investment Income | $1,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $197,475 | $197,909 |
| CORP STOCK | $548,570 | $616,146 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | YEDID ADVANTAGE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,013,145 | BookValueAmt |
| EOYFMV | $1,013,145 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $23,435 | $23,435 | $0 |
| INVESTMENT EXPENSES | $118 | $118 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | YEDID ADVANTAGE | Desc |
| Revenue And Expenses Per Books | $330,451 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $330,451 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $330,451 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TZVI WOLF | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1637 60TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11204 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $3,010 | $0 | $0 |
| NYS FILING FEE | $250 | $0 | $0 |
| FOREIGN TAXES | $114 | $114 | $0 |
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