Civic Intelligence

Bert & Elizabeth Wolinsky Private Foundation

990PF • Fiscal year 2021 • EIN 34-6889055

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 13, 2022

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

10th percentile

-76%

Higher net margin than 10% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

39th percentile

-0.8%

Faster asset growth than 39% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-70%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$18,756

Down $152 (-0.8%) from 2020

Net Assets

Down

$18,756

Down $152 (-0.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin10th percentile

Revenue

Down

$375

Down $867 (-70%) from 2020

Expenses

Down

$659

Down $5,925 (-90%) from 2020

Net Income

Up

-$284

Up $5,058 (+95%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

2021

Assets$18,756
Liabilities$0
Net Assets$18,756
Open 2021 Filing

Operations Trend

Revenue Growth10th percentile

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

2021

Revenue$375
Expenses$659
Net Income-$284
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 13, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JO BETH LEVINETrustee-$0--
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
Phone
3304568341
Signed
2022-06-13
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 Appendix222 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/Amt0300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0KEY PRIVATE BANK ACCTING FEE
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0300
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/EOYFMVAmt02187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt112879
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62193
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/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt0375
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0375
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-284
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0353
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0353
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0659
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0659
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0659
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0659
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-284
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0132
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt018756
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt018908
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt018756
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01246
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01246
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01246
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01246
IRS990PF/FMVAssetsEOYAmt023814
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt018908
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt018756
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt017106
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt017106
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt022164
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01802
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01650
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01650
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt018908
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt018756
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt023814
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt018908
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt018756
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt018908
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt018756
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt025292
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01668
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt023624
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0379
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01246
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt024913
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt025292
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
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/DistributableAsAdjustedAmt01246
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01246
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt076488
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt068251
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt062042
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01246
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt060796
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0144739
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt076488
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt068251
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0205535
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0206781
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0132
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DIFFERENCE BETWEEN FAIR MARKET VALUE AND BOOK VALUE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0353
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0KEY PRIVATE BANKING MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0353
TaxesSchedule/TaxesDetail/Amt06
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06
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/PhoneNum03304568341
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-13
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/PreparerFirmEIN0341973196
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/PreparationDt02022-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen P Miller
ReturnHeader/ReturnTs02022-06-13T02:31:48-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JO BETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEVINE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,756
Liabilities
$0
Net assets
$18,756
Revenue
$375
Expenses
$659
Net income
-$284
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