BK FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BK FAMILY FOUNDATION INC (EIN 13-6168525)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-13
- IRS object ID
- 201933179349101118
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds 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 | 2019-11-13T10:39:48-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 STREET SUITE 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 | 2018-07-01 | 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 | 3333-B HENRY HUDSON PKWY NO 6E | AddressLine1Txt |
| City | RIVERDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10463 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUDWIG BRAVMANN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6465365120 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHIMON WOLF | PreparerPersonNm |
| PTIN | P00141512 | PTIN |
| Phone | 6465365120 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.108.221.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 11:36:14 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EE932AEE7B330341E24F1740117ACE8BD096AE1F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EE932AEE7B330341E24F1740117ACE8BD096AE1F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,567,501 | 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 | $1,822,600 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $775,630 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $775,630 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $122,227 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,680,298 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,406,750 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,594 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,594 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,725,051 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,186,974 | 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 | $25,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,281 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,281 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,429 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,429 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,245 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,495 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,955 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,705 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,600,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,600,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,671,955 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,705 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,613,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,053,096 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,128,269 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $360,019 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $134,705 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $134,705 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,680,503 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,736,897 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,745,787 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,699,574 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,122,872 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,241,998 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $864,689 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,091,752 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,863,460 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,030,458 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,672,668 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,581,551 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $23,635,243 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,758,894 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,567,501 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $14,004,935 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,128,586 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,635,243 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,758,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,635,243 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,758,894 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,635,243 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,053,096 | ExcessRevenueOverExpensesAmt |
| Other Increases | $92,555 | OtherIncreasesAmt |
| Subtotal | $24,780,894 | SubtotalAmt |
| Other Decreases | $22,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,758,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $238,569 | $280,297 | -$41,728 | -$41,728 | |||
| PUBLICLY TRADED SECURITIES | $331,392 | $614,799 | -$283,407 | -$283,407 | |||
| 5,000 SHS AV HOMES, INC. | $107,500 | $68,850 | $38,650 | $38,650 | D | 2015-08-21 | 2018-10-03 |
| 10,000 SHS AV HOMES, INC. | $215,000 | $138,310 | $76,690 | $76,690 | D | 2015-08-25 | 2018-10-03 |
| 5,000 SHS AV HOMES, INC. | $107,500 | $69,265 | $38,235 | $38,235 | D | 2015-08-20 | 2018-10-03 |
| 10,000 SHS AV HOMES, INC. | $215,000 | $152,398 | $62,602 | $62,602 | D | 2017-08-09 | 2018-10-03 |
| 30,000 SHS AV HOMES, INC. | $645,000 | $522,642 | $122,358 | $122,358 | D | 2003-09-10 | 2018-10-03 |
| 10,000 SHS LOEWS CORP | $458,447 | $12,126 | $446,321 | $446,321 | D | 1982-09-07 | 2018-10-29 |
| 5,000 SHS MICROSOFT CORP | $527,559 | $304,641 | $222,918 | $222,918 | D | 2016-12-08 | 2018-12-07 |
| 5,000 SHS ANADARKO PETE CORP | $350,258 | $110,220 | $240,038 | $240,038 | D | 2003-09-23 | 2019-05-31 |
| GLOBAL LONG SHORT PARTNERS | $15,928 | $15,928 | $15,928 | P | 2008-01-01 | 2019-06-30 | |
| CAPITAL GAINS DIVIDENDS | $468,145 | $468,145 | $468,145 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,406,750 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,502,859 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,345,735 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053019 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,376,415 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,919,421 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051131 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,278,694 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,501,417 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050142 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,215,313 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,071,098 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046615 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,012,298 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $23,518,512 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043043 | DistributionYr5Rt |
| Total Distribution | 0.243950 | TotalDistributionRt |
| Average Distribution | 0.048790 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,523,982 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,440,475 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $21,283 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,461,758 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,613,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $21,283 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,283 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,283 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,990 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $50,990 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $29,707 | OverpaymentAmt |
| Applied To ES Tax | $29,707 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 EAST 42ND STREET SUITE 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| LUDWIG BRAVMANN | |||||||||
| 3333-B HENRY HUDSON PKWY APT 6E | NEW YORK | NY | 10463 | PRES/DIRECTOR/TREAS P/T | 0.00 | $0 | $0 | $0 | |
| CAROL BRAVMANN | |||||||||
| 3333-B HENRY HUDSON PKWY APT 6E | NEW YORK | NY | 10463 | VP/DIRECTOR P/T | 0.00 | $0 | $0 | $0 | |
| MATTHEW J MARYLES | |||||||||
| C/O WOLF MARYLES ASSOC 220 EAST | NEW YORK | NY | 10017 | SEC/DIRECTOR P/T | 0.00 | $0 | $0 | $0 | 42ND STREET SUITE 2201 |
| JUDITH E KAUFTHAL | |||||||||
| 3333-B HENRY HUDSON PKWY APT 6E | NEW YORK | NY | 10463 | VP/DIRECTOR P/T | 0.00 | $0 | $0 | $0 | |
| SHIMON WOLF CO WOLF MARYLES ASSOC | |||||||||
| 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 | $27,086,086 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,616 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,726,884 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,973,586 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,973,586 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $449,604 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,523,982 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,476,199 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,476,199 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,283 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,283 | TotalTaxAmt |
| Distributable Before Adj | $1,454,916 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,454,916 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,454,916 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,613,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,613,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $21,283 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,591,967 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,454,916 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $945,908 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,613,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $945,908 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $667,342 | 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 | $787,574 | 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) |
|---|---|---|
| Contributing Manager | LUDWIG BRAVMANN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH COMMUNAL FUND | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 MADISON AVENUE SUITE 703 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | TO AID THE DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT FUNCTION. | GrantOrContributionPurposeTxt |
| Amt | $1,600,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,600,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $775,630 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,594 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $122,227 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $902,451 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $902,451 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| LUDWIG BRAVMANN | ||||||
| 1 | 3333-B HENRY HUDSON PKWY APT 6E | RIVERDALE | NY | 10463 | $1,287,000 | Yes (X) |
| LUDWIG BRAVMANN | ||||||
| 2 | 3333-B HENRY HUDSON PKWY APT 6E | RIVERDALE | NY | 10463 | $535,600 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 60,000 SHS AV HOMES, INC. | $1,287,000 | 2018-09-20 |
| 2 | 5,000 SHS MICROSOFT CORP | $535,600 | 2018-12-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WOLF MARYLES & ASSOCIATES LLC | CategoryTxt |
| Amt | $25,000 | Amt |
| Net Investment Income | $12,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 2,000,000 STUDENT LOAN MARKETING ASSN DUE 10/3/2022 | BondNm |
| EOY Book Value | $1,091,752 | EOYBookValueAmt |
| EOYFMV | $1,863,460 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $19,122,872 | EOYBookValueAmt |
| EOYFMV | $23,241,998 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,736,897 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,745,787 | 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 | $140,547 | $140,547 |
| OPPENHEIMER ACTIVIST PARTNERS LP | FMV | $532,121 | $532,121 |
| CEDARVIEW OPPORTUNITIES I, LP | AT COST | $1,000,000 | $1,845,190 |
| GOLDMAN SACHS INVESTMENT PARTNERS OFFSHORE LP | AT COST | $0 | $63,693 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS THROUGH OPPENHEIMER ACTIVIST PARTNERS L.P. | Desc |
| Amt | $22,000 | Amt |
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 | $1,037 | $1,037 | $0 |
| THRU OPPENHEIMER ACTIVIST PARTNERS L.P. | $6,458 | $6,458 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| THRU OPPENHEIMER ACTIVIST PARTNERS L.P. | $2,528 | $2,528 | $2,528 |
| THRU OPPENHEIMER ACTIVIST PARTNERS L.P. - ESCROW | $694 | $694 | $694 |
| THRU ASCOT PARTNERS LP | $1,372 | $1,372 | $1,372 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN THROUGH ASCOT PARTNERS L.P. | Desc |
| Amt | $92,555 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $1,030 | $1,030 | $0 |
| ADVISORY FEES | $5,251 | $5,251 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $5,429 | $5,429 | $0 |
| 3RD QUARTER FEDERAL TAX ESTIMATE | $27,000 | $27,000 | $0 |