WOLF FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
WOLF FAMILY FOUNDATION (EIN 20-3990564)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-15
IRS object ID
201223209349100222
Schema version
2011v1.2
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)
Timestamp2012-11-15T09:02:48-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN112999103EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BARRY SCHECHTER CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA SUITE 5440AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10119ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN203990564EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE WOLF FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWOLFNameControl
Phone7184379133Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11637 60TH STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code112045016ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCHAIM ZVI WOLFName
TitleTRUSTEETitle
Phone7184379133Phone
Date Signed2012-11-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBARRY SCHECHTER CPAName
PTINP00010696PTIN
Phone2129475880Phone
Date Prepared2012-10-23DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1222145FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss50000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss45InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm45InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss24170DividendsRevAndExpnss
Dividends Net Invst Incm24170DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss8575NetGainSaleAssetsRevAndExpnss
Gross Sales Price96494GrossSalesPrice
Capital Gain Net Incm Net Invst Incm8575CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses82790TotalRevenueAndExpenses
Total Net Investment Income32790TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss3530AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1600AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss6326TaxesRevAndExpnss
Taxes Net Invst Incm1076TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss57OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss9913TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm2676TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss107501ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps107501ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss117414TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm2676TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps107501TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-34624ExcessOfRevenueOverExpenses
Net Investment Income30114NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY410997SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY234564SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV234564SavingsAndTempCashInvstEOYFMV
Investments Other BOY1082993InvestmentsOtherBOY
Investments Other EOY1224802InvestmentsOtherEOY
Investments Other EOYFMV987581InvestmentsOtherEOYFMV
Total Assets BOY1493990TotalAssetsBOY
Total Assets EOY1459366TotalAssetsEOY
Total Assets EOYFMV1222145TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY1493990UnrestrictedBOY
Unrestricted EOY1459366UnrestrictedEOY
Total Net Assets BOY1493990TotalNetAssetsBOY
Total Net Assets EOY1459366TotalNetAssetsEOY
Total Liabilities Net Assets BOY1493990TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1459366TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1493990TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-34624ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal1459366Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY1459366TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
WELLS FARGOP2011-06-302011-12-31390138247777
WELLS FARGOP2010-06-302011-12-31925938409584988498
FieldValueIRS element (for citing)
Capital Gain Net Income8575CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1159975QualifyingDistributionsYear1
Noncharitable Assets Year11216630NoncharitableAssetsYear1
Distribution Ratio Year10.131490DistributionRatioYear1
Qualifying Distributions Year270069QualifyingDistributionsYear2
Noncharitable Assets Year2992466NoncharitableAssetsYear2
Distribution Ratio Year20.070601DistributionRatioYear2
Qualifying Distributions Year357916QualifyingDistributionsYear3
Noncharitable Assets Year3916517NoncharitableAssetsYear3
Distribution Ratio Year30.063191DistributionRatioYear3
Qualifying Distributions Year445968QualifyingDistributionsYear4
Noncharitable Assets Year4910675NoncharitableAssetsYear4
Distribution Ratio Year40.050477DistributionRatioYear4
Qualifying Distributions Year529116QualifyingDistributionsYear5
Noncharitable Assets Year5524025NoncharitableAssetsYear5
Distribution Ratio Year50.055562DistributionRatioYear5
Total Distribution Ratio0.371321TotalDistributionRatio
Average Distribution Ratio0.074264AverageDistributionRatio
Net Noncharitable Assets1288463NetNoncharitableAssets
Adjusted Noncharitable Assets95686AdjustedNoncharitableAssets
One Percent Net Investment Income301OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One95987AdjNonchrtblAssetsAndOnePct
Qualifying Distributions107501QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax301InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal301Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income301TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment3925EstTaxPaymentsAndOverpayment
Total Credits And Payments3925TotalCreditsAndPayments
Overpayment3624Overpayment
Amount Credited To Next Year3624AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WOLF FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number7184379133BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11637 60TH STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11204ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
CHAIM ZVI WOLF
1637 60TH STREETBROOKLYNNY11204TRUSTEE5.00000
RACHEL WOLF
1637 60TH STREETBROOKLYNNY11204TRUSTEE5.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1085946AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances222138AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1308084TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1308084AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable19621CashDeemedCharitable
Net Noncharitable Assets1288463NetNoncharitableAssets
Minimum Investment Return64423MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return64423MinimumInvestmentReturn
Tax Based On Investment Income301TaxBasedOnInvestmentIncome
Total Tax301TotalTax
Distributable Amount Before Adj64122DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded64122DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted64122DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions107501ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions107501QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm301OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions107200AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted64122DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year52740ExcessDistriCarryoverYear5
Excess Distri Carryover Year42204ExcessDistriCarryoverYear4
Excess Distri Carryover Year312484ExcessDistriCarryoverYear3
Excess Distri Carryover Year220778ExcessDistriCarryoverYear2
Excess Distri Carryover Year1102407ExcessDistriCarryoverYear1
Total Excess Distri Carryover140613TotalExcessDistriCarryover
Qualifying Distributions107501QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year64122AppliedToCurrentYear
Remaining Distri From Corpus43379RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus183992TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year52740ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year181252ExcessDistriCyovToNextYear
Excess From Year42204ExcessFromYear4
Excess From Year312484ExcessFromYear3
Excess From Year220778ExcessFromYear2
Excess From Year1102407ExcessFromYear1
Excess From Current Year43379ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
BELZ INSTITUTIONS
4303 15TH AVEBROOKLYNNY11219NONEPUBLICCHARITABLE$20,000
BOBOV LADIES AUXILLIARY
4803 15TH AVENUEBROOKLYNNY11204NONEPUBLICCHARITABLE$360
BOBOV YESHIVA BNEI ZION
1533 48TH STREETBROOKLYNNY11219NONEPUBLICCHARITABLE$3,000
CATSKILLS HATZOLAH
1340 EAST 9TH STREETBROOKLYNNY11230NONEPUBLICCHARITABLE$101
CONG BMZ
1213 55TH STREETBROOKLYNNY11219NONEPUBLICCHARITABLE$360
CONG MINCHAS YEHUDA
1266 50TH STBROOKLYNNY11219NONEPUBLICCHARITABLE$900
RAV CHESED
1235 43RD STBROOKLYNNY11219NONEPUBLICCHARITABLE$2,300
TORAH V'EMUNA
4106 14TH AVENUEBROOKLYNNY11204NONEPUBLICCHARITABLE$30,000
YESHIVA MACHZIKAI HADAS
4107 16TH AVEBROOKLYNNY11204NONEPUBLICCHARITABLE$5,000
YESHIVA MACHZIKAI TORAH
4107 16TH AVEBROOKLYNNY11204NONEPUBLICCHARITABLE$7,000
MACHON MASHE ROCKEACH
1544 48TH STBROOKLYNNY11219NONEPUBLICCHARITABLE$34,180
AHAVAS CHESED
720 LEFFERTS AVENUEBROOKLYNNY11203NONEPUBLICCHARITABLE$360
TZEDOKO VOCHESED
1329 44TH STREETBROOKLYNNY11219NONEPUBLICCHARITABLE$360
FOLTISHEN INSTITUTIONS INC
1437 49TH STBROOKLYNNY11219NONEPUBLICCHARITABLE$2,500
CHIVEREN MAKSHIVUM
4206 15TH AVEBROOKLYNNY11219NONEPUBLICCHARITABLE$180
CONG CHAIM IBRACHA
58 MAIN STREETMONSEYNY10952NONEPUBLICCHARITABLE$250
CONG WHISPERING WOODS
1838 61ST STREETBROOKLYNNY11204NONEPUBLICCHARITABLE$650
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year107501TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$45ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$24,170ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$8,575ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$32,790ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA32790TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualLEIBEL RUBINContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11441 59TH STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11219ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions50000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategory
Amount$3,530Amount
Net Investment Income1600NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
CITIGROUP-MUTUAL FUNDSAT COST787964631112
CORP STOCKAT COST436838356469

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Revenue And Expenses Per Books57RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameLEIBEL RUBINPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line11441 59TH STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11219ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FEDERAL EXCISE TAX$5,00000
NYS FILING FEE$25000
FOREIGN TAXES$1,07610760

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