Civic Intelligence

Bert & Elizabeth Wolinsky Private Foundation

990PF • Fiscal year 2020 • EIN 34-6889055

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 26, 2021

Organization Profile
200 Market Ave S Suite 1000Canton, OH 44702

(330) 456-8341

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

4th percentile

-430%

Higher net margin than 4% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$386

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 31.1% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

$18,908

No earlier filing loaded for comparison.

Net Assets

$18,908

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin4th percentile

Revenue

$1,242

No earlier filing loaded for comparison.

Expenses

$6,584

No earlier filing loaded for comparison.

Net Income

-$5,342

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20K$15K$10K$5.0K$0Assets 2020: $18,908Liabilities 2020: $0Net Assets 2020: $18,9082020Assets 2021: $18,756Liabilities 2021: $0Net Assets 2021: $18,7562021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2020

Assets$18,908
Liabilities$0
Net Assets$18,908
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10K-$20KRevenue 2020: $1,242Expenses 2020: $6,584Net Income 2020: -$5,3422020Revenue 2021: $375Expenses 2021: $659Net Income 2021: -$2842021Revenue 2022: $4,522Expenses 2022: $21,286Net Income 2022: -$16,7642022

Highlighted filing

2020

Revenue$1,242
Expenses$6,584
Net Income-$5,342
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 26, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JO BETH LEVINETrustee-$386-$386
Filing and Contact Details

Filer

Filer Name
Bert & Elizabeth Wolinsky Private Foundation
EIN
34-6889055
Phone
3304568341
Address
200 MARKET AVE S SUITE 1000, CANTON, OH 44702

Signing Officer

Name
Jo Beth Levine
Title
Trustee
Signed
2021-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Harris Miller & Finkelstein Cpas Llp
Address
1642 CLEVELAND AVE NW, CANTON, OH 44703
Preparer
Stephen P Miller
Phone
3304562879
Raw XML Appendix257 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01800
AccountingFeesSchedule/AccountingFeesDetail/Amt1300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0HARRIS, MILLER FINKELSTEIN
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1KEY PRIVATE BANK ACCTING FEE
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01800
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt1300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt110136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51253
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72286
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm017 shares of ISHARES BARCLAYS 1-3 YR TREAS FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127 shares of ISHARES CORE SP 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24 shares of ISHARES CORE SP MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm311 shares of ISHARE CORE SP SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm425 shares of VANGUARD FTSE DEV MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm525 shares of VANGUARD FTSE EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm623 shares of ISHARES BARCLAYS INTER GVT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm737 shares of ISHARES INTERMEDIATE TERM CORP BD
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt0399
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0843
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01242
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01242
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02100
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0843
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0386
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0386
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0399
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0399
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5342
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01266
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt03547
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03547
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0843
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0247
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0247
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0304
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0304
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06584
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06584
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01242
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01242
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06584
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02009-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-8
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-8
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc06 ISHARES CORE SP MID-CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12 ISHARES SP SMALLCAP 600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0843
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5342
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02567
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt018908
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt021683
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt018908
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01199
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01199
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01199
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01199
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt023553
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt021683
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt018908
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt017529
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt017106
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt021751
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04154
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01802
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01802
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt021683
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt018908
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt023553
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt021683
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt018908
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt021683
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt018908
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt024335
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02978
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt021357
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0365
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01199
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt023970
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt024335
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0003.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0386
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JO BETH LEVINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt013900 SHAKER BLVD APT 1216
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CLEVELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd044120
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt048
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THIS INCOME ALLOWS THE WOLINSKY PRIVATE FOUNDATION TO CONTINUE IT SUPPORT OF QUALIFIED
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1RELIGIOUS CHARITABLE, SCIENTIC OR QUALIFIED CHARITABLE 501c3 ORGANIZATION.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JO BETH LEVINE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt013900 SHAKER BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLEVELAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044120
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03304568341
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0STANARD GRANT REQUEST FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JO BETH LEVINE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03304568341
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt013900 SHARER BLVD APT 1216
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CLEVELAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd044120
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01199
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01199
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt076488
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt068251
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt062042
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt058919
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01199
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt057720
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0206781
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt076488
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt068251
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt062042
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0264501
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0265700
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0BLACK, MCCUSKEY
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03547
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03547
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PUBLIC NOTICE COST
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt172
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt172
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02567
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DIFFERENCE BETWEEN FAIR MARKET VALUE AND BOOK VALUE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0304
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0KEY PRIVATE BANKING MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0304
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JO BETH LEVINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERT & ELIZABETH WOLINSKY PRIVATE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0346889055
ReturnHeader/Filer/PhoneNum03304568341
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 MARKET AVE S SUITE 1000
ReturnHeader/Filer/USAddress/CityNm0CANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044702
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARRIS MILLER & FINKELSTEIN CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01642 CLEVELAND AVE NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044703
ReturnHeader/PreparerPersonGrp/PhoneNum03304562879
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen P Miller
ReturnHeader/ReturnTs02021-10-26T01:57:45-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JO BETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEVINE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,908
Liabilities
$0
Net assets
$18,908
Revenue
$1,242
Expenses
$6,584
Net income
-$5,342
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$4.52$21.3$16.8
2021Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$0.38$0.66$0.28
2020Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$1.24$6.58$5.34