BK FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BK FAMILY FOUNDATION INC (EIN 13-6168525)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-07
- IRS object ID
- 202303119349101130
- Schema version
- 2022v5.0
- 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 Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T12:25:33-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113458820 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF MARYLES & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 EAST 42ND STREETSUITE 2201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136168525 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE L BRAVMANN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LBRA | BusinessNameControlTxt |
| Phone | 6465365120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO WMA 220 E 42ND ST 2201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHIMON WOLF | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6465365120 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHIMON | PersonFirstNm |
| Person Last | WOLF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHIMON WOLF | PreparerPersonNm |
| PTIN | P00141512 | PTIN |
| Phone | 6465365120 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $46,836,544 | 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 | $4,822,239 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $814,199 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $814,199 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $729,342 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,697,457 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $736,700 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,259 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,259 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,369,039 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,554,158 | 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 | $16,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,271 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,271 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50,067 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50,067 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,348 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,598 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,686 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $86,936 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,904,114 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,904,114 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,999,800 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $86,936 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,912,864 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,369,239 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,467,222 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $921,877 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $129,926 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $129,926 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $16,501,240 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $16,773,119 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $28,375,298 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,614,852 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,667,014 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,772,941 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,829,503 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,039,525 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,266,485 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $32,899,619 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,285,543 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,836,544 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,630,308 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,630,308 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $23,269,311 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,655,235 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,899,619 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,285,543 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,899,619 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,285,543 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,899,619 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,369,239 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,173,418 | OtherIncreasesAmt |
| Subtotal | $38,442,276 | SubtotalAmt |
| Other Decreases | $156,733 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,285,543 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $52,078 | $64,359 | -$12,281 | -$12,281 | ||
| PUBLICLY TRADED SECURITIES | P | $187,904 | $197,335 | -$9,431 | -$9,431 | ||
| UNITED STATES TREAS BILLS B/E DUE 11/15/22 | P | $1,000,000 | $997,515 | $2,485 | $2,485 | ||
| UNITED STATES TREAS BILLS B/E DUE 01/05/23 | P | $12,000,000 | $11,901,060 | $98,940 | $98,940 | ||
| UNITED STATES TREAS BILLS B/E DUE 06/22/23 | P | $4,900,000 | $4,795,581 | $104,419 | $104,419 | ||
| SLM CORP B/E ZCPN DUE 10/03/22 | P | $715,000 | $715,000 | $0 | $0 | ||
| SLM CORP B/E ZCPN DUE 10/03/22 | P | $1,285,000 | $1,285,000 | $0 | $0 | ||
| VIATRIS INC | D | $12,501 | $4,907 | $7,594 | $7,594 | ||
| THROUGH OPPENHEIMER ACTIVIST PARTNERS LP | P | $71,714 | $71,714 | $71,714 | |||
| ASCOT PARTNERS, LP - DISTRIBUTIONS IN EXCESS OF BASIS | P | $141,145 | $141,145 | $141,145 | |||
| GLOBAL LONG SHORT PARTNERS | P | $2,896 | $2,896 | $2,896 | 2008-01-01 | 2023-06-30 | |
| CAPITAL GAINS DIVIDENDS | P | $329,219 | $329,219 | $329,219 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $736,700 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,394 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,394 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,394 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $606 | OverpaymentAmt |
| Applied To ES Tax | $606 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WOLF MARYLES ASSOCIATES LLC | IndividualWithBooksNm |
| Phone | 6465365120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 E 42ND ST RM 2201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| APPOINTMENT PENDING | |||||||||
| C/O WMA 220 EAST 42ND STREET SUITE | 2201 | NEW YORK | NY | 10017 | PRES/DIRECTOR/TREAS P/T | 0.00 | $0 | $0 | $0 |
| CAROL BRAVMANN | |||||||||
| 23 OLD COLONY LANE | GREAT NECK | NY | 11023 | VP/DIRECTOR P/T | 0.00 | $0 | $0 | $0 | |
| MATTHEW J MARYLES | |||||||||
| C/O WMA 220 EAST 42ND STREET SUITE | 2201 | NEW YORK | NY | 10017 | SEC/DIRECTOR P/T | 0.00 | $0 | $0 | $0 |
| JUDITH E KAUFTHAL | |||||||||
| 5 ALDERBROOK ROAD | RIVERDALE | NY | 10471 | VP/DIRECTOR P/T | 0.00 | $0 | $0 | $0 | |
| SHIMON WOLF | |||||||||
| C/O WMA 220 EAST 42ND STREET SUITE | 2201 | NEW YORK | NY | 10017 | VP/DIRECTOR P/T | 0.00 | $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 | $40,050,918 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $369,857 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,521,218 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,941,993 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,941,993 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $644,130 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,297,863 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,114,893 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,114,893 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,394 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,759 | IncomeTaxAmt |
| Total Tax | $24,153 | TotalTaxAmt |
| Distributable Before Adj | $2,090,740 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,090,740 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,090,740 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,912,864 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,912,864 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,090,740 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,868,098 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,912,864 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,868,098 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,766 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,045,974 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| JEWISH COMMUNAL FUND | |||||
| 575 MADISON AVENUE SUITE 703 | NEW YORK | NY | 10022 | TO AID THE DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT FUNCTION. | $1,881,314 |
| ISRAEL GUIDE DOG CENTER | |||||
| 968 EASTON RD | WARRINGTON | PA | 18976 | TO AID THE DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT FUNCTION. | $1,000 |
| ETZION FOUNDATION INC | |||||
| 111 GALWAY PL SUITE 203 | TEANECK | NJ | 07666 | TO AID THE DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT FUNCTION. | $1,800 |
| OHR TORAH STONE | |||||
| 49 W 45TH ST 701 | NEW YORK | NY | 10036 | TO AID THE DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT FUNCTION. | $10,000 |
| MANHATTAN JEWISH EXPERIENCE | |||||
| 131 W 86TH ST 10TH FLOOR | NEW YORK | NY | 10024 | TO AID THE DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT FUNCTION. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,904,114 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $814,199 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,259 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $729,342 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,546,800 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,546,800 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF LUDWIG BRAVMANN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WMA 220 E 42ND ST RM 2201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,822,239 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WOLF MARYLES & ASSOCIATES LLC | CategoryTxt |
| Amt | $16,000 | Amt |
| Net Investment Income | $8,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $20,614,852 | EOYBookValueAmt |
| EOYFMV | $27,667,014 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $16,501,240 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $16,773,119 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASCOT PARTNERS, L.P. | FMV | $36,552 | $36,552 |
| OCCIDENTAL PETE CORP WARRANTS | FMV | $2,973 | $6,830 |
| CEDARVIEW OPPORTUNITIES I, LP | AT COST | $1,000,000 | $2,200,121 |
| GOLDMAN SACHS INVESTMENT PARTNERS OFFSHORE LP | AT COST | $0 | $22,982 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED DEPRECIATION FOR OPPENHEIMER ACTIVIST PARTNERS L.P. | $155,588 |
| ASCOT PARTNERS LP - MADOFF VICTIM FUND PROCEEDS NET OF GAIN | $1,145 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $750 | $0 | $750 |
| THRU ASCOT PARTNERS LP | $1,532 | $1,532 | $0 |
| THRU OPPENHEIMER ACTIVIST PARTNERS L.P. | $19,066 | $19,066 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| THRU OPPENHEIMER ACTIVIST PARTNERS L.P. | $2,872 | $2,872 | $2,872 |
| THRU ASCOT PARTNERS LP | $387 | $387 | $387 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON 5,325 SHARES OF MICROSOFT CORPORATION DISTRIBUTED | Desc |
| Amt | $1,173,418 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $2,349 | $2,349 | $0 |
| ADVISORY FEES | $5,922 | $5,922 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $8,181 | $8,181 | $0 |
| 990PF BALANCE DUE FYE 6/30/22 | $10,274 | $10,274 | $0 |
| 990T BALANCE DUE FYE 6/30/22 | $7,476 | $7,476 | $0 |
| CT-13 BALANCE FYE 6/30/22 | $3,136 | $3,136 | $0 |
| 1ST & 2ND QUARTER FYE 6/30/23 FEDERAL TAX ESTIMATE | $11,000 | $11,000 | $0 |
| 3RD QUARTER FYE 6/30/23 FEDERAL TAX ESTIMATE | $7,000 | $7,000 | $0 |
| 4TH QUARTER FYE 6/30/23 FEDERAL TAX ESTIMATE | $3,000 | $3,000 | $0 |