EIN 23-7222516

Kalman and Ida Wolens Foundation

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
State
Year formed
1972
Most recent tax filings
2023-07-01
NTEE code, primary
Description
The Kalman and Ida Wolens Foundation is a private foundation that primarily funds charitable and educational organizations. Its purpose is to maximize the foundation's return on assets by selling securities, as represented in column e. Last year, the foundation made 12 grants to organizations such as the National Council Jewish Women GRTR.
Total revenues
$443,814
2023
Total expenses
$1,087,576
2023
Total assets
$6,624,615
2023
Num. employees
n/a

Program areas at Kalman and Ida Wolens Foundation

Column e represents the sale of securities. The
Securities were sold to maximize the Foundation's return
On assets.

Grants made by Kalman and Ida Wolens Foundation

GranteeGrant descriptionAmount
Society of Women Engineers / University of Texas at ArlingtonEducational$150,000
Jewish Family Service of DallasCharitable$102,400
Crossroads Community ServicesCharitable$100,000
...and 4 more grants made

Personnel at Kalman and Ida Wolens Foundation

NameTitleCompensation
Joe MilkesPresident$0

Financials for Kalman and Ida Wolens Foundation

RevenuesFYE 07/2023
Total grants, contributions, etc.$0
Investment income and dividends$170,819
Net rental income$0
Net gain from sale of non-inventory assets$253,235
Gross sales of inventory$0
Miscellaneous revenues$19,760
Total revenues$443,814

Form 990s for Kalman and Ida Wolens Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-072023-10-30990PFView PDF
2022-072022-11-30990PFView PDF
2021-072021-11-10990PFView PDF
2020-072021-06-14990PFView PDF
2019-072019-10-29990PFView PDF
...and 8 more Form 990s
Data update history
January 9, 2024
Posted financials
Added Form 990PF for fiscal year 2023
July 16, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 14, 2023
Posted financials
Added Form 990PF for fiscal year 2021
May 22, 2023
Used new vendors
Identified 1 new vendor, including
October 21, 2021
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
EducationHuman servicesChildren
Characteristics
JewishReligiousProvides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
7201 Royal Crest LN
Plano, TX 75025
Metro area
Dallas-Fort Worth-Arlington, TX
County
Collin County, TX
Phone
(214) 676-1881
IRS details
EIN
23-7222516
Fiscal year end
July
Taxreturn type
Form 990-PF
Year formed
1972
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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