WOLF FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WOLF FAMILY FOUNDATION (EIN 20-3990564)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-12
- IRS object ID
- 201433169349100018
- Schema version
- 2013v3.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T19:15:12-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA SUITE 440 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 112045016 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHAIM ZVI WOLF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7184379133 | PhoneNum |
| Signature | 2014-10-29 | 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 | 2014-10-29 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,693,817 | 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 | $310,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,803 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,803 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $180,558 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $727,262 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $180,558 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $498,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $188,371 | 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 | $1,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $751 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $501 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,558 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,251 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,289 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $419,615 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $419,615 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $431,904 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $419,615 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $66,467 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $177,769 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $256,706 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,604 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,604 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,125,811 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,381,380 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,626,213 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,382,517 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,448,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,693,817 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,382,517 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,448,984 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,382,517 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,448,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,382,517 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,448,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,382,517 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $66,467 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,448,984 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,448,984 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| YEDID ADVANTAGE | P | 2013-06-01 | 2013-12-31 | $169,905 | $169,905 | $169,905 | |
| WELLS FARGO | P | 2013-02-22 | 2013-12-31 | $4,437 | $370 | $370 | $4,067 |
| WELLS FARGO | P | 2012-05-25 | 2013-12-31 | $156 | $49 | $49 | $107 |
| WELLS FARGO | P | 2012-01-05 | 2013-12-31 | $551,931 | $9,401 | $9,401 | $542,530 |
| CAPITAL GAINS DIVIDENDS | P | $833 | $833 | $833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $180,558 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $144,721 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,242,490 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.116477 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $107,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,288,463 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.083200 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $159,975 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,216,630 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.131490 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $70,069 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $992,466 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070601 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $57,916 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $916,517 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063191 | DistributionYr5Rt |
| Total Distribution | 0.464959 | TotalDistributionRt |
| Average Distribution | 0.092992 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,677,872 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $156,029 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,778 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $157,807 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $419,615 | 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 | $1,778 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,778 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,778 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,429 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,429 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,651 | OverpaymentAmt |
| Applied To ES Tax | $1,651 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11204 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $1,572,749 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $130,674 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,703,423 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,703,423 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,551 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,677,872 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,894 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,894 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,778 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,778 | TotalTaxAmt |
| Distributable Before Adj | $82,116 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $82,116 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $82,116 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $419,615 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $419,615 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,778 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $417,837 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,116 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,484 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,778 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $102,407 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $43,379 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $82,986 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $262,034 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $419,615 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $82,116 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $337,499 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $599,533 | 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 | $12,484 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $587,049 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,778 | ExcessFromYear4Amt |
| Excess From Year3 | $102,407 | ExcessFromYear3Amt |
| Excess From Year2 | $43,379 | ExcessFromYear2Amt |
| Excess From Year1 | $82,986 | ExcessFromYear1Amt |
| Excess From Current Year | $337,499 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMIEDI ZION | |||||||
| 1577 48TH ST | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $2,500 |
| BNAI ZION BOBOV | |||||||
| 4206 15TH STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $3,000 |
| BONEI OLAM | |||||||
| 1755 46TH ST | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $640 |
| CHESED OF BELZ | |||||||
| 1519 39TH STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $40,360 |
| CHIVEREN MAKSHIVUM | |||||||
| 4206 15TH AVE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $180 |
| CONG BMZ | |||||||
| 1213 55TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $1,400 |
| CONG CHASIDEI BELZ | |||||||
| 1435 51ST STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $10,000 |
| CONG KELILAS BELZ | |||||||
| 1435 51ST STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $250 |
| CONG MINCHAS YEHUDA | |||||||
| 1266 50TH ST | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $5,800 |
| HATZOLAH -CATSKILLS | |||||||
| 1340 E 9TH ST | BROOKLYN | NY | 11230 | NONE | PUBLIC | CHARITABLE | $360 |
| KOLLEL BELZ | |||||||
| 12 MAPLE TERRACE | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $180 |
| RAV CHESED | |||||||
| 1235 43RD ST | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $2,800 |
| RCCS | |||||||
| 1301 47TH STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $180 |
| TORAH V'EMUNA | |||||||
| 4106 14TH AVENUE | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $20,000 |
| YESHIVA MACHZIKAI HADAS | |||||||
| 4107 16TH AVE | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $27,860 |
| YESHIVA ZICHRON MEIR | |||||||
| 5 RONALD TOWIL WAY | MOUNTAIN DALE | NY | 12763 | NONE | PUBLIC | CHARITABLE | $101 |
| ZICHRON SHLOME | |||||||
| 1319 51ST STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $50 |
| CONG BETH AARON | |||||||
| 950 QUEEN ANNE ROAD | TEANECK | NJ | 07666 | NONE | PUBLIC | CHARITABLE | $360 |
| NSHEI BOBOV | |||||||
| 1742 46TH STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $180 |
| VIZNITZ INSTITUTIONS INC | |||||||
| 117 GIBBER ROAD | KIAMESHA LAKE | NY | 12751 | NONE | PUBLIC | CHARITABLE | $360 |
| CONG SHEFA CHAIM | |||||||
| 2 MELNICK DR SUITE D | MONSEY | NY | 10952 | NONE | PUBLIC | CHRRITABLE | $100,360 |
| YESHIVA BIRCHAS SHMUEL | |||||||
| 1412 E 15TH STREET | BROOKLYN | NY | 11230 | NONE | PUBLIC | CHARITABLE | $101 |
| MOSDOS SKOLYA | |||||||
| 4621 10TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $360 |
| THE EMANUEL APEX FOUNDATION | |||||||
| 409 BROADWAY | BROOKLYN | NY | 11211 | NONE | PUBLIC | CHARITABLE | $190,000 |
| BNOT CHAYA ACADEMY | |||||||
| 1012 AVENUE I | BROOKLYN | NY | 11230 | NONE | PUBLIC | CHARITABLE | $500 |
| YESHIVA IMERI YOSEF SPINKA | |||||||
| 5801 15TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $100 |
| BAIS AVRAHAM | |||||||
| 508 PENINSULA BLVD | CEDARHURST | NY | 11516 | NONE | PUBLIC | CHARITABLE | $101 |
| LECHEM LESOVA | |||||||
| 1127 SOMERSET AVENUE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC | CHARITABLE | $1,000 |
| CONG ZICHRON SHLOMO | |||||||
| 33 CARLTON RD | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $9,000 |
| CAMP ZICHRON ZVI DOVID | |||||||
| 1569 45TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $850 |
| CONG KEREN ORAH | |||||||
| 812 DITMAS AVENUE | BROOKLYN | NY | 11218 | NONE | PUBLIC | CHARITABLE | $180 |
| EZRAS RAYIM | |||||||
| 76 BREWER ROAD | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $200 |
| CONG AVNEI PINCHOS D'RASLEWITZ | |||||||
| 1225 39TH STREET | BROOKLYN | NY | 11218 | NONE | PUBLIC | CHARITABLE | $100 |
| Y & M CHARITY FOUNDATION | |||||||
| 149 HEYWARD STREET | BROOKLYN | NY | 11206 | NONE | PUBLIC | CHARITABLE | $202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $419,615 | 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 | $10 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,803 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $180,558 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $188,371 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $188,371 | 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 Person | TZVI WOLF | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1637 60TH STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $310,000 | 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 | $1,980 | Amt |
| Net Investment Income | $850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $408,989 | $556,778 |
| CORP STOCK | AT COST | $411,686 | $508,730 |
| YEDID ADVANTAGE | AT COST | $560,705 | $560,705 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEE | Desc |
| Revenue And Expenses Per Books | $9,558 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,251 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11204 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $250 | $0 | $0 |
| FOREIGN TAXES | $501 | $501 | $0 |
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