WOLF CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WOLF CHARITABLE FOUNDATION (EIN 20-8069029)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201143199349100149
- Schema version
- 2010v3.4
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T12:01:32-00:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive | AddressLine1 |
| City | Fairfield | City |
| State | CT | State |
| ZIP Code | 06824 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208069029 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wolf Charitable Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WOLF | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Foundation Source 501 Silversid | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Eugene M Wolf | Name |
| Title | President | Title |
| Date Signed | 2011-11-15 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2011-11-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 606069 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2000 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 3 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 4113 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4113 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 18061 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 26710 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 22744 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 24177 | TotalRevenueAndExpenses |
| Total Net Investment Income | 26860 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 426 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 6994 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 85 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 6909 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7420 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 85 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6909 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 23225 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 23225 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 30645 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 85 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 30134 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -6468 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 26775 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 135 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2316 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2316 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 221328 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 212679 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 603753 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 221463 | TotalAssetsBOY |
| Total Assets EOY | 214995 | TotalAssetsEOY |
| Total Assets EOYFMV | 606069 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 221463 | RetainedEarningsBOY |
| Retained Earnings EOY | 214995 | RetainedEarningsEOY |
| Total Net Assets BOY | 221463 | TotalNetAssetsBOY |
| Total Net Assets EOY | 214995 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 221463 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 214995 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 221463 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -6468 | ExcessOfRevenueOverExpenses |
| Subtotal | 214995 | Subtotal |
| Total Net Assets Fund Balances EOY | 214995 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly-traded Securities | DescriptionOfAsset |
| Gross Sales Price | 26710 | GrossSalesPrice |
| Cost Or Other Basis | 3966 | CostOrOtherBasis |
| Gain Or Loss | 22744 | GainOrLoss |
| Gains Minus Excess Or Losses | 22744 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 22744 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 23719 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 562162 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.042192 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 10510 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 487802 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.021546 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 7038 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 317721 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.022152 | DistributionRatioYear3 |
| Noncharitable Assets Year4 | 240734 | NoncharitableAssetsYear4 |
| Total Distribution Ratio | 000.085890 | TotalDistributionRatio |
| Average Distribution Ratio | 000.021473 | AverageDistributionRatio |
| Net Noncharitable Assets | 596738 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 12814 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 268 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 13082 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 30134 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 268 | InvestmentIncomeExciseTax |
| Subtotal | 268 | Subtotal |
| Tax Based On Investment Income | 268 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 102 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 172 | TaxPaidWithExtension |
| Total Credits And Payments | 274 | TotalCreditsAndPayments |
| Tax Paid Original Return | 274 | TaxPaidOriginalReturn |
| Overpayment | 6 | Overpayment |
| Amount Credited To Next Year | 6 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | true | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Eugene M Wolf | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Foundation Source 501 Silversid | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 19809 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President / Director / Secretary | Title |
| Avg Hours Per Wk Devoted To Position | 001.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 603860 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1965 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 605825 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 605825 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9087 | CashDeemedCharitable |
| Net Noncharitable Assets | 596738 | NetNoncharitableAssets |
| Minimum Investment Return | 29837 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 29837 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 268 | TaxBasedOnInvestmentIncome |
| Total Tax | 268 | TotalTax |
| Distributable Amount Before Adj | 29569 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 29569 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 29569 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 30134 | ExpensesAndContributions |
| Qualifying Distributions | 30134 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 268 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 29866 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 29569 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 27136 | UndistributedIncomePriorYear |
| Qualifying Distributions | 30134 | QualifyingDistributions |
| Applied To Year1 | 27136 | AppliedToYear1 |
| Applied To Current Year | 2998 | AppliedToCurrentYear |
| Undistributed Income CY | 26571 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Eugene M Wolf | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| FRIENDS OF SAN RAFAEL | |||||||
| 999 5TH AVE STE 240 | SAN RAFAEL | CA | 94901 | N/A | 509(a)(1) | Point San Pedro Median Beautification Project | $5,000 |
| MARIN CATHOLIC HIGH SCHOOL | |||||||
| 675 SIR FRANCIS DRAKE BLVD | KENTFIELD | CA | 94904 | N/A | 509(a)(1) | General Unrestricted | $18,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 23225 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,113 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $18,061 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,177 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 22177 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 8500 shares of ABB LTD. ABB | 151385 | 190825 |
| 16130 shares of BIOSPECIFICS TECHNOLOGIES CORP BSTC | 61294 | 412928 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| Administrative Fees | 6884 | 6884 | |
| Bank Charges | 85 | 85 | |
| State or Local Filing Fees | 25 | 25 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Estimated Tax for 2010 | $100 | 0 | 0 | 0 |
| IRS Excise Tax Payment with 1st ext 990PF | $87 | 0 | 0 | 0 |
| IRS Miscellaneous Fee | $239 | 0 | 0 | 0 |
Comments