PRIVATE WEALTH & TAXATION INSTITUTE LTD.

Company Details

Name:	PRIVATE WEALTH & TAXATION INSTITUTE LTD.
Jurisdiction:	New York
Legal type:	DOMESTIC NOT-FOR-PROFIT CORPORATION
Status:	Active
Date of registration:	15 Apr 2015 (10 years ago)
Entity Number:	4742225
ZIP code:	11501
County:	Nassau
Place of Formation:	New York
Address:	190 WILLIS AVENUE, MINEOLA, NY, United States, 11501

Name	Role	Address
C/O MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP	DOS Process Agent	190 WILLIS AVENUE, MINEOLA, NY, United States, 11501

Filing Number	Date Filed	Type	Effective Date
150415000198	2015-04-15	CERTIFICATE OF INCORPORATION	2015-04-15

EIN

Type of Organization

Exempt Organization Status

Address

Ruling Date

47-3743949

Corporation

Unconditional Exemption

190 WILLIS AVENUE, MINEOLA, NY, 11501-2672

2016-12

In Care of Name	-
Group Exemption Number	0000
Subsection	Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation	Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification	Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility	Contributions are deductible.
Foundation	Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period	2023-12
Asset	1 to 9,999
Income	0
Filing Requirement	990 - Required to file Form 990-N - Income less than $50,000 per year
PF Filing Requirement	No 990-PF return
Accounting Period	Dec
Asset Amount	4877
Income Amount	0
Form 990 Revenue Amount	0
National Taxonomy of Exempt Entities	Education: Education N.E.C.
Sort Name	-

Publication 78 Data

Description	Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List	Yes
Deductibility	Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Determination Letter

Final Letter(s)

FinalLetter_47-3743949_PRIVATEWEALTHANDTAXATIONINSTITUTELTD_02292016_01.tif
FinalLetter_47-3743949_PRIVATEWEALTHANDTAXATIONINSTITUTELTD_02292016_02.tif

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name	PRIVATE WEALTH AND TAXATION INSTITUTE
EIN	47-3743949
Tax Period	202312
Filing Type	E
Return Type	990EZ
File	View File

Organization Name	PRIVATE WEALTH AND TAXATION INSTITUTE
EIN	47-3743949
Tax Period	202212
Filing Type	E
Return Type	990EZ
File	View File

Organization Name	PRIVATE WEALTH AND TAXATION INSTITUTE
EIN	47-3743949
Tax Period	202112
Filing Type	E
Return Type	990EZ
File	View File

Organization Name	PRIVATE WEALTH AND TAXATION INSTITUTE LTD
EIN	47-3743949
Tax Period	201912
Filing Type	P
Return Type	990EZ
File	View File

Organization Name	PRIVATE WEALTH AND TAXATION INSTITUTE LTD
EIN	47-3743949
Tax Period	201812
Filing Type	P
Return Type	990EZ
File	View File

Organization Name	PRIVATE WEALTH AND TAXATION INSTITUTE LTD
EIN	47-3743949
Tax Period	201712
Filing Type	P
Return Type	990EZ
File	View File

Organization Name	PRIVATE WEALTH AND TAXATION INSTITUTE LTD
EIN	47-3743949
Tax Period	201612
Filing Type	P
Return Type	990ER
File	View File

Organization Name	PRIVATE WEALTH AND TAXATION INSTITUTE LTD
EIN	47-3743949
Tax Period	201612
Filing Type	P
Return Type	990EZ
File	View File

Date of last update: 25 Mar 2025