BWETA FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
BWETA FAMILY FOUNDATION (EIN 13-4020892)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202621339349103772
Schema version
2025v4.1
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)
Return2026-05-13T12:42:48-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133358774PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bernath & Rosenberg PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1126 Spruce StreetAddressLine1Txt
CityCedarhurstCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11516ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134020892EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BWETA FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBWETBusinessNameControlTxt
Phone2122211140PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O J EZRA 537 BROADWAYAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10012ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMIL EZRAPersonNm
Person TitleTrusteePersonTitleTxt
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBenjamin BergerPreparerPersonNm
PTINP00236799PTIN
Phone2122211140PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,155,371FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,829ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$29InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$29InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$22,415DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,415DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$91,926NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$107,325GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$91,926CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$119,199TotalRevAndExpnssAmt
Total Net Invst Incm$114,370TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,380AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$690AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$690AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,139TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,690TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$6,877OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,627OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,396TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,007TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$940TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$66,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$66,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$80,596TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,007TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$67,140TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$38,603ExcessRevenueOverExpensesAmt
Net Investment Income$104,363NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,727CashBOYAmt
Cash EOY$30,746CashEOYAmt
Cash EOYFMV$30,746CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,291SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,949SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,949SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$447,466CorporateStockBOYAmt
Corporate Stock EOY$434,028CorporateStockEOYAmt
Corporate Stock EOYFMV$886,098CorporateStockEOYFMVAmt
Other Assets BOY$191,723OtherAssetsBOYAmt
Other Assets EOY$231,578OtherAssetsEOYAmt
Other Assets EOYFMV$231,578OtherAssetsEOYFMVAmt
Total Assets BOY$664,207TotalAssetsBOYAmt
Total Assets EOY$703,301TotalAssetsEOYAmt
Total Assets EOYFMV$1,155,371TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$664,207RetainedEarningBOYAmt
Retained Earning EOY$703,301RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$664,207TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$703,301TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$664,207TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$703,301TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$664,207TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$38,603ExcessRevenueOverExpensesAmt
Other Increases$491OtherIncreasesAmt
Subtotal$703,301SubtotalAmt
Tot Net Ast Or Fund Balances EOY$703,301TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LPL FINANCIAL 6896P2022-02-022025-12-31$96,773$15,399$81,374$81,374
Capital Gain Dividends$10,552
FieldValueIRS element (for citing)
Capital Gain Net Income$91,926CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,451InvestmentIncomeExciseTaxAmt
Subtotal$1,451SubtotalAmt
Tax Based On Investment Income$1,451TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$76EsPenaltyAmt
Tax Due$1,527TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 StateNYOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BERNATH & ROSENBERG PCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2122211140PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1126 SPRUCE STREETAddressLine1Txt
CityCEDARHURSTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11516ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JAMIL EZRA
537 BROADWAYNEW YORKNY10012Trustee0.00$0
BENJAMIN JOSEPH EZRA
537 BROADWAYNEW YORKNY10012Trustee0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$880,203AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,429AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$231,578FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,124,210TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,124,210AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,863CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,107,347NetVlNoncharitableAssetsAmt
Minimum Investment Return$55,367MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$55,367MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,451TaxBasedOnInvestmentIncomeAmt
Total Tax$1,451TotalTaxAmt
Distributable Before Adj$53,916DistributableBeforeAdjAmt
Distributable Before Ded$53,916DistributableBeforeDedAmt
Distributable As Adjusted$53,916DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$67,140ExpensesAndContributionsAmt
Qualifying Distributions$67,140QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,916DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$22,886ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$18,116ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,938ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$49,411ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$94,351TotalExcessDistributionCyovAmt
Qualifying Distributions$67,140QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$53,916AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,224RemainingDistriFromCorpusAmt
Total Corpus$107,575TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$107,575ExcessDistriCyovToNextYrAmt
Excess From Year4$22,886ExcessFromYear4Amt
Excess From Year3$18,116ExcessFromYear3Amt
Excess From Year2$3,938ExcessFromYear2Amt
Excess From Year1$49,411ExcessFromYear1Amt
Excess From Current Year$13,224ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF BABYLONIAN HERI
1700 YORK AVENUENEW YORKNY10128NONEPCCHARITABLE$20,000
BROOKLYN YOUTH SPORTS CLUB
9 Wyckoff St 1BROOKLYNNY11201NONEPCCHARITABLE$5,600
FIDELITY CHARITABLE GIFT FUND
100 CROSBY PARKWAYCOVINGTONKY41015NONEPCCHARITABLE$25,000
chabad of north brooklyn
132 N 5th StbrooklynNY11211NONEPCcharitable$5,400
CHABAD OF NORTH BROOKLYN
132 N 5TH ST 2CBROOKLYNNY11249NONEPCCHARITABLE$200
Mitzvah Workshops
170 W 97th StreetNew YorkNY10025NONEPCCHARITABLE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$66,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,415ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$91,926ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$114,370ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$114,370TotalIncomeProducingActyAmt

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)
Categoryaccounting feesCategoryTxt
Amt$1,380Amt
Net Investment Income$690NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$690DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescBRIDGE MULTIFAMILYDesc
BOY Book Value$191,723BOYBookValueAmt
EOY Book Value$231,578EOYBookValueAmt
EOYFMV$231,578EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$225$225
Filing Fee$250$250
INVESTMENT & ADVISORY FEES$6,402$6,402

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
BOOK TO TAX ADJUSTMENT$2
NON-DIVIDEND DISTRIBUTIONS$489

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Excise taxes$3,449
foreign tax$2,690$2,690

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