BARRY AND OBLIO WISH FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: BARRY AND OBLIO WISH FAMILY FOUNDATION (EIN 65-0720792)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-04-05
IRS object ID: 202440969349101409
Schema version: 2023v5.0
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
Investments Corp Stock Schedule
Other Assets Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-04-05T16:11:12-07:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135556435	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MYER GREENE & DEGGE	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	300 NORTH MIDDLETOWN ROAD SUITE 8	AddressLine1Txt
City	PEARL RIVER	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10965	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	650720792	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE BARRY AND OBLIO WISH FAMILY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BARR	BusinessNameControlTxt
Phone	5616818879	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	c/o MYER GREENE DEGGE PO BOX 930	AddressLine1Txt
City	PEARL RIVER	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10965	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BARRY N WISH	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5616818879	PhoneNum
Signature	2024-03-16	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	BARRY	PersonFirstNm
Person Last	WISH	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KENNETH F KARDASHIAN	PreparerPersonNm
PTIN	P00576242	PTIN
Phone	8457358659	PhoneNum
Preparation	2024-04-05	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$3,422,005	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$3,536	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$3,536	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$0	DividendsRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss	$0	GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss	$0	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$3,536	TotalRevAndExpnssAmt
Total Net Invst Incm	$3,536	TotalNetInvstIncmAmt
Legal Fees Rev And Expnss	$0	LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss	$0	AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$0	OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss	$0	TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss	$0	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$132,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$132,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$132,500	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$132,500	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$128,964	ExcessRevenueOverExpensesAmt
Net Investment Income	$3,536	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$3,471,640	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$3,342,676	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$3,342,676	SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY	$0	RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY	$0	OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY	$544,824	CorporateStockBOYAmt
Corporate Stock EOY	$544,824	CorporateStockEOYAmt
Corporate Stock EOYFMV	$79,320	CorporateStockEOYFMVAmt
Land Bldg Investments EOY	$0	LandBldgInvestmentsEOYAmt
Other Investments EOY	$0	OtherInvestmentsEOYAmt
Land EOY	$0	LandEOYAmt
Other Assets BOY	$9	OtherAssetsBOYAmt
Other Assets EOY	$9	OtherAssetsEOYAmt
Other Assets EOYFMV	$9	OtherAssetsEOYFMVAmt
Total Assets BOY	$4,016,473	TotalAssetsBOYAmt
Total Assets EOY	$3,887,509	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,422,005	TotalAssetsEOYFMVAmt
Loans From Officers EOY	$0	LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY	$0	MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY	$0	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$0	OtherLiabilitiesEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$4,016,473	CapitalStockBOYAmt
Capital Stock EOY	$3,887,509	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,016,473	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,887,509	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,016,473	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,887,509	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,016,473	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$128,964	ExcessRevenueOverExpensesAmt
Subtotal	$3,887,509	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$3,887,509	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$49	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$49	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$49	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$30,161	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$30,161	TotalPaymentsAndCreditsAmt
Original Return Overpayment	-$30,161	OriginalReturnOverpaymentAmt
Overpayment	$30,112	OverpaymentAmt
Applied To ES Tax	$30,112	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (true)	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	BARRY N WISH	IndividualWithBooksNm
Phone	8457358659	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	c/o MYER GREENE DEGGE PO BOX 930	AddressLine1Txt
City	PEARL RIVER	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10965	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
BARRY N WISH
MYER GREENE DEGGE PO BOX 930	PEARL RIVER	NY	10965	PRESIDENT	1.00	$0	$0	$0
JONATHAN A WISH
MYER GREENE DEGGE PO BOX 930	PEARL RIVER	NY	10965	SECRETARY	1.00	$0	$0	$0
STACEY A SALUSTI
MYER GREENE DEGGE PO BOX 930	PEARL RIVER	NY	10965	TREASURER	1.00	$0	$0	$0
LINDSEY MORGAN
MYER GREENE DEGGE PO BOX 930	PEARL RIVER	NY	10965	VICE PRESIDENT	1.00	$0	$0	$0
JUDITH P WISH
MYER GREENE DEGGE PO BOX 930	PEARL RIVER	NY	10965	VICE PRESIDENT	1.00	$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

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$81,697	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$3,387,900	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$9	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,469,606	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$3,469,606	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$52,044	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,417,562	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$170,878	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$170,878	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$49	TaxBasedOnInvestmentIncomeAmt
Total Tax	$49	TotalTaxAmt
Distributable Before Adj	$170,829	DistributableBeforeAdjAmt
Distributable Before Ded	$170,829	DistributableBeforeDedAmt
Distributable As Adjusted	$170,829	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$132,500	ExpensesAndContributionsAmt
Qualifying Distributions	$132,500	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$170,829	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$132,500	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$132,500	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$38,329	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	BARRY N WISH JONATHAN A WISH STACEY	ContributingManagerNm
Shareholder Manager	BARRY N WISH	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
JEWISH FAMILY AND CHILDREN'S SERVICE
2100 ARCH STREET	PHILADELPHIA	PA	19103	PC	GENERALOPERATIONS	$10,000
BOWDOIN COLLEGE
4100 COLLEGE STATION	BRUNSWICK	ME	04011	PC	CLASS OF 1963	$100,000
HARLEM CHILDREN'S ZONE
35 EAST 125TH STREET	NEW YORK	NY	10035	PC	GENERALOPERATIONS	$15,000
SOUTH CAROLINA STATE UNIVERSITY
300 COLLEGE STREET NE	ORANGEBURG	SC	29117	PC	GENERALOPERATIONS	$5,000
RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS
701 OKEECHOBEE BOULEVARD	WEST PALM BEACH	FL	33401	PC	GENERALOPERATIONS	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$132,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,536	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$0	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$0	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$0	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$3,536	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$3,536	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	MARKETABLE SECURITIES	StockNm
EOY Book Value	$544,824	EOYBookValueAmt
EOYFMV	$79,320	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	INTEREST AND DIVIDENDS RECEIVABLE	Desc
BOY Book Value	$9	BOYBookValueAmt
EOY Book Value	$9	EOYBookValueAmt
EOYFMV	$9	EOYFMVAmt