FRIEDRICH ULFERS FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FRIEDRICH ULFERS FOUNDATION (EIN 45-0894598)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-04
IRS object ID
202513089349101801
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)
Return2025-11-04T14:27:42-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN450894598EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Friedrich Ulfers FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlFRIEBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonValentino VarelliPersonNm
Person TitleVice PresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-10-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
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$175,023FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$105,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,095InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,095InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$106,095TotalRevAndExpnssAmt
Total Net Invst Incm$1,095TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Expenses Rev And Expnss$5,202OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,202OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,202TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,202TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,702TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$16,702TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$89,393ExcessRevenueOverExpensesAmt
Net Investment Income$1,095NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$77,030SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$166,423SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$166,423SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$8,600OtherInvestmentsBOYAmt
Other Investments EOY$8,600OtherInvestmentsEOYAmt
Other Investments EOYFMV$8,600OtherInvestmentsEOYFMVAmt
Total Assets BOY$85,630TotalAssetsBOYAmt
Total Assets EOY$175,023TotalAssetsEOYAmt
Total Assets EOYFMV$175,023TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$85,630RetainedEarningBOYAmt
Retained Earning EOY$175,023RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$85,630TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$175,023TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$85,630TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$175,023TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$85,630TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$89,393ExcessRevenueOverExpensesAmt
Subtotal$175,023SubtotalAmt
Tot Net Ast Or Fund Balances EOY$175,023TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15InvestmentIncomeExciseTaxAmt
Subtotal$15SubtotalAmt
Tax Based On Investment Income$15TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$93EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$93TotalPaymentsAndCreditsAmt
Overpayment$78OverpaymentAmt
Applied To ES Tax$78AppliedToESTaxAmt

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
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
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
Friedrich Ulfers
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir1.0$0$0$0
Valentino Verrelli
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec, VP1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$137,686AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$8,600FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$146,286TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$146,286AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,194CashDeemedCharitableAmt
Net Vl Noncharitable Assets$144,092NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,205MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,205MinimumInvestmentReturnAmt
Tax Based On Investment Income$15TaxBasedOnInvestmentIncomeAmt
Total Tax$15TotalTaxAmt
Distributable Before Adj$7,190DistributableBeforeAdjAmt
Distributable Before Ded$7,190DistributableBeforeDedAmt
Distributable As Adjusted$7,190DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,702ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$16,702QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,190DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$11,601ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,209ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,559ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,019ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,464ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$51,852TotalExcessDistributionCyovAmt
Qualifying Distributions$16,702QualifyingDistributionsAmt
Applied To Current Year$7,190AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,512RemainingDistriFromCorpusAmt
Total Corpus$61,364TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$11,601ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$49,763ExcessDistriCyovToNextYrAmt
Excess From Year4$9,209ExcessFromYear4Amt
Excess From Year3$6,559ExcessFromYear3Amt
Excess From Year2$12,019ExcessFromYear2Amt
Excess From Year1$12,464ExcessFromYear1Amt
Excess From Current Year$9,512ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BROTHERS HELPING INC
15750 80TH STHOWARD BEACHNY11414N/APCGeneral & Unrestricted$500
NEW YORK UNIVERSITY
25 W 4TH ST RM 405NEW YORKNY10012N/APCGerman Publication$5,000
NEW YORK UNIVERSITY
25 W 4TH ST RM 405NEW YORKNY10012N/APCDeutsche House$5,000
NEW YORK UNIVERSITY
25 W 4TH ST RM 405NEW YORKNY10012N/APCGeneral & Unrestricted$500
NEW YORK UNIVERSITY
25 W 4TH ST RM 405NEW YORKNY10012N/APCThe College of Arts AND Sciences$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,095ExclusionAmt
FieldValueIRS element (for citing)
Dividends And Interest From Sec DtlDividendsAndInterestFromSecDtl
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,095ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,095TotalIncomeProducingActyAmt

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

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 PersonUlfers FriedrichContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13829 Amundson AvenueAddressLine1Txt
CityBronxCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10466ZIPCd
FieldValueIRS element (for citing)
Total Contributions$105,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
PAINTING - 12TH STATION OF THE$1,000$1,000
PAINTING - CHRIST AND THE CROS$400$400
PAINTING - CHRIST ON THE CROSS$400$400
PAINTING - DEER IN THE WOODS 1$400$400
PAINTING - DEER IN THE WOODS 2$400$400
PAINTING - DEER IN THE WOODS 3$400$400
PAINTING - DOVE OF PENTECOST$400$400
PAINTING - KING$1,000$1,000
PAINTING - LAST SUPPER$1,000$1,000
PAINTING - MARY AND CHILD$1,000$1,000
PAINTING - POINSETTIA$400$400
PAINTING - RESURRECTION$1,000$1,000
PAINTING - RISEN CHRIST$400$400
PAINTING - TWO BIRDS$400$400

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$5,177$5,177
State or Local Filing Fees$25$25

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