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WOLFE H AND LYNN R BRAGIN FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WOLFE H AND LYNN R BRAGIN FAMILY FOUNDATION INC (EIN 46-1409463)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-20
IRS object ID
202532949349100103
Schema version
2024v5.2
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)
Return2025-10-20T14:07:55-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Line17957 N University Drive Suite 246AddressLine1Txt
CityPompano BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33076ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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)
In Care Of% Wolfe H BraginInCareOfNm
Business Name ControlWOLFBusinessNameControlTxt
Phone3107400144PhoneNum

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 H BRAGIN PRESIDENTPersonNm
Person TitlePresidentPersonTitleTxt
Phone3107400144PhoneNum
Signature2025-10-20SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES ZIMMERERPreparerPersonNm
PTINP00683651PTIN
Phone7864640403PhoneNum
Preparation2025-10-20PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$96,853FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,905DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,905DividendsNetInvstIncmAmt
Total Rev And Expnss$2,905TotalRevAndExpnssAmt
Total Net Invst Incm$2,905TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$61LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$61LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$150TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$150TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,211TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,211TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,235ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,235ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,446TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$16,446TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$13,541ExcessRevenueOverExpensesAmt
Net Investment Income$2,905NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,487CashBOYAmt
Cash EOY$15,867CashEOYAmt
Cash EOYFMV$15,867CashEOYFMVAmt
Sav And Temp Cash Invst BOY$138,636SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$61,816SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$61,816SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$26,020CorporateStockBOYAmt
Corporate Stock EOY$19,170CorporateStockEOYAmt
Corporate Stock EOYFMV$19,170CorporateStockEOYFMVAmt
Total Assets BOY$177,143TotalAssetsBOYAmt
Total Assets EOY$96,853TotalAssetsEOYAmt
Total Assets EOYFMV$96,853TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,000TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$175,143NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$95,853NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$175,143TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$95,853TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$177,143TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$96,853TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$175,143TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$13,541ExcessRevenueOverExpensesAmt
Subtotal$161,602SubtotalAmt
Tot Net Ast Or Fund Balances EOY$161,602TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$40InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$40SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$40TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$60EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$150ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$210TotalPaymentsAndCreditsAmt
Original Return Tax Paid$170OriginalReturnTaxPaidAmt
Overpayment$170OverpaymentAmt
Refund$170RefundAmt

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 H BRAGIN PRESIDENTIndividualWithBooksNm
Phone3107400144PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12631 NW 64th BlvdAddressLine1Txt
CityBoca RatonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33496ZIPCd
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 H 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$6,800Expenses1Amt
Description2Jewish FederationDescription2Txt
Expenses2$5,000Expenses2Amt
Description3Life Leaders in Further of EducationDescription3Txt
Expenses3$3,000Expenses3Amt
Description4PAPCorp University of MiamiDescription4Txt
Expenses4$435Expenses4Amt

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$96,754AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,409AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$116,163TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$116,163AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,742CashDeemedCharitableAmt
Net Vl Noncharitable Assets$114,421NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,721MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,721MinimumInvestmentReturnAmt
Tax Based On Investment Income$40TaxBasedOnInvestmentIncomeAmt
Total Tax$40TotalTaxAmt
Distributable Before Adj$5,681DistributableBeforeAdjAmt
Distributable Before Ded$5,681DistributableBeforeDedAmt
Distributable As Adjusted$5,681DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,446ExpensesAndContributionsAmt
Qualifying Distributions$16,446QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,681DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$62,200ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$110,637ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$67,798ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$226,528ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$144,776ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$611,939TotalExcessDistributionCyovAmt
Qualifying Distributions$16,446QualifyingDistributionsAmt
Applied To Current Year$5,681AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,765RemainingDistriFromCorpusAmt
Total Corpus$622,704TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$62,200ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$560,504ExcessDistriCyovToNextYrAmt
Excess From Year4$110,637ExcessFromYear4Amt
Excess From Year3$67,798ExcessFromYear3Amt
Excess From Year2$226,528ExcessFromYear2Amt
Excess From Year1$144,776ExcessFromYear1Amt
Excess From Current Year$10,765ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFMDA
4731 Northlake Blvd 301Palm Beach GardensFL33410NAPCGeneral Donation$6,800
JEWISH FEDERATION
9901 DONNA KLEIN BLVDBoca RatonFL33434NAPCSupport Local Jewish Services$5,000
LIFE LEADERS IN FURTHER OF EDUCATIO
1720 S Ocean BlvdLake WorthFL33462NAPCGeneral Donation$3,000
PAP CORP UNIV OF MIAMI
1191 E Newport Center Suite 107MiamiFL33142NAPCGeneral Donation$435
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,235TotalGrantOrContriPdDurYrAmt
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$2,905RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,905RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,905TotalIncomeProducingActyAmt

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 PREPARATIONCategoryTxt
Amt$1,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCorporate StockStockNm
EOY Book Value$19,170EOYBookValueAmt
EOYFMV$19,170EOYFMVAmt

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 Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescTaxesDesc
BOY Book Value$2,000BOYBookValueAmt
EOY Book Value$1,000EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$150Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$150DisbursementsCharitablePrpsAmt

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