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Nonprofit · EIN 11-6571412

THE@ELIAS WOLLERSTEIN AND HARRIET M WOLLERSTEIN FOUNDATION

Also known as WOLLERSTEIN HARRIET M TTEE

Tax-exempt · PORT ST LUCIE, FL 34987

Financials

$22K$42K2023$39K$49K2024
Revenue Expenses · by fiscal year end
Financials of THE@ELIAS WOLLERSTEIN AND HARRIET M WOLLERSTEIN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$38,661$48,891-$10,230$541,927$0$541,927
December 31, 2023990-PF$21,595$42,033-$20,438$552,157$0$552,157
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$19,184
Interest
$1,651
Net gain from sales of assets
$17,826

Expenses

Grants and similar amounts paid
$36,400
Compensation of officers, directors and key employees
$2,474
Disbursements for charitable purposes
$39,237
Excise tax on investment income
$403

Balance sheet and other

Total assets, start of year
$552,157
Total assets, end of year
$541,927
Total liabilities, end of year
$0
Net assets, end of year
$541,927
Fair market value of assets
$899,369
Qualifying distributions
$39,237
Net investment income
$38,661

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ERIC LEVINE
13024 SW AUREOLIAN LANE, PORT ST LUCIE, FL 34987
TRUSTEE1$1,237
MARK J BROSNAN
1305 FRANKLIN AVE STE 300, GARDEN CITY, NY 11530
TRUSTEE1$1,237
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
ERIC LEVINE
13024 SW AUREOLIAN LANE, PORT ST LUCIE, FL 34987
TRUSTEE1$1,278
MARK J BROSNAN
1305 FRANKLIN AVE STE 300, GARDEN CITY, NY 11530
TRUSTEE1$1,278

Address and contacts

Address (IRS master file)
C/O ERIC LEVINE 13024 SW AUREOLIAN, PORT ST LUCIE, FL 34987-0000
In care of
% HARRIET M WOLLERSTEIN
Signed the 990-PF
ERIC LEVINE, TRUSTEE
Phone
(516) 739-1462
Return prepared by
LEXINGTON TAX SERVICES

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
11-6571412
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2003
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$541,927
Income (IRS master file)
$126,480

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$38,661$48,891$541,927XML
990-PFDecember 2023$21,595$42,033$552,157XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-6571412).

Questions about THE@ELIAS WOLLERSTEIN AND HARRIET M WOLLERSTEIN FOUNDATION

What is the EIN of THE@ELIAS WOLLERSTEIN AND HARRIET M WOLLERSTEIN FOUNDATION?
The employer identification number (EIN) of THE@ELIAS WOLLERSTEIN AND HARRIET M WOLLERSTEIN FOUNDATION is 11-6571412.
Is THE@ELIAS WOLLERSTEIN AND HARRIET M WOLLERSTEIN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to THE@ELIAS WOLLERSTEIN AND HARRIET M WOLLERSTEIN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE@ELIAS WOLLERSTEIN AND HARRIET M WOLLERSTEIN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE@ELIAS WOLLERSTEIN AND HARRIET M WOLLERSTEIN FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE@ELIAS WOLLERSTEIN AND HARRIET M WOLLERSTEIN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of THE@ELIAS WOLLERSTEIN AND HARRIET M WOLLERSTEIN FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $1,237 (ERIC LEVINE, TRUSTEE).
How much revenue does THE@ELIAS WOLLERSTEIN AND HARRIET M WOLLERSTEIN FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $38,661, expenses of $48,891 and total assets of $541,927 at year end.

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