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PATRICIA R BEHRING FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PATRICIA R BEHRING FOUNDATION (EIN 45-5059768)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-02-22
IRS object ID
202340539349100609
Schema version
2022v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-02-22T09:50:45-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591907845PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Elliot D Stein CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12131 Hollywood Blvd 505AddressLine1Txt
CityHollywoodCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33020ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN455059768EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATRICIA R BEHRING FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPATRBusinessNameControlTxt
Phone9549205300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13820 BLACKHAWK ROADAddressLine1Txt
CityDANVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94506ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELLIOT D STEINPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2023-02-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELLIOT DPersonFirstNm
Person LastSTEINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELLIOT D STEIN CPAPreparerPersonNm
PTINP00013780PTIN
Phone9549205300PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,500ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$855DividendsRevAndExpnssAmt
Dividends Net Invst Incm$855DividendsNetInvstIncmAmt
Dividends Adj Net Incm$855DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,820NetGainSaleAstRevAndExpnssAmt
Total Rev And Expnss$535TotalRevAndExpnssAmt
Total Net Invst Incm$855TotalNetInvstIncmAmt
Total Adj Net Incm$855TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$9,411AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$941AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss-$763OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$8,648TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$941TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$168,901ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$168,901ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$177,549TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$941TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$168,901TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$177,014ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$855AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$173,567CashBOYAmt
Other Assets BOY$3,447OtherAssetsBOYAmt
Total Assets BOY$177,014TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$177,014RetainedEarningBOYAmt
Tot Net Ast Or Fund Balances BOY$177,014TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$177,014TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$177,014TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$177,014ExcessRevenueOverExpensesAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyORGANIZATION COSTS - LEGAPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2012-06-20AcquiredDt
Sold2022-12-31SoldDt
Depreciation$6,583DepreciationAmt
Cost Or Other Basis$9,403CostOrOtherBasisAmt
Gain Or Loss-$2,820GainOrLossAmt
Gains Minus Excess Or Losses-$2,820GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,820CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$1,676EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,676TotalPaymentsAndCreditsAmt
Overpayment$1,676OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$1,676RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ELLIOT STEIN CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9549205300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12131 HOLLYWOOD BLVD STE 505AddressLine1Txt
CityHOLLYWOODCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33020ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
PATRICIA R BEHRING
3820 BLACKHAWK ROADDANVILLECA94506Director0.00$0
ELLIOT D STEIN
3820 BLACKHAWK ROADDANVILLECA94506Secretary0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$113,037AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$113,037TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$113,037AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,696CashDeemedCharitableAmt
Net Vl Noncharitable Assets$111,341NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,567MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,567MinimumInvestmentReturnAmt
Distributable Before Adj$5,567DistributableBeforeAdjAmt
Distributable Before Ded$5,567DistributableBeforeDedAmt
Distributable As Adjusted$5,567DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$168,901ExpensesAndContributionsAmt
Qualifying Distributions$168,901QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,567DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$28,290ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$6,419ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$345,327ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$380,036TotalExcessDistributionCyovAmt
Qualifying Distributions$168,901QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,567AppliedToCurrentYearAmt
Remaining Distri From Corpus$163,334RemainingDistriFromCorpusAmt
Total Corpus$543,370TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$28,290ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$515,080ExcessDistriCyovToNextYrAmt
Excess From Year3$6,419ExcessFromYear3Amt
Excess From Year2$345,327ExcessFromYear2Amt
Excess From Current Year$163,334ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPATRICIA R BEHRINGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NATIONAL HISTORY DAY
0119 CECIL HALL UNIV OF MARYLANDCOLLEGE PARKMD20742NONE501C3TO SPONSOR THE PATRICIA BEHRING TEACHER AWARDS TO RECOGNIZE TEACHERS WHO GO ABOVE AND BEYOND THE CALL OF DUTY$5,000
BEHRING GLOBAL EDUCATIONAL FOUNDATI
3820 BLACKHAWK ROADDANVILLECA94506AFFILIATED ORGANIZATION501(c)(3)TO FUND OPERATING MUSEUM, SPECIFICALLY SPEAKER ENGAGEMENTS$160,401
LEADERSHIP SAN RAMON
2017-18 SAN RAMON VALLEY BLVDDANVILLECA94583NONE501(c)(3)SUPPORT FOR LEADERSHIP ENDEVOURS$2,500
LIFELINE NEW YORK
355 LEXINGTON AVENUENEW YORKNY10017NONE501(c)(3)SUPPORT FOR SIBERIA$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$168,901TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$855ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$2,820RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$855ExclusionAmt
Related Or Exempt Function Incm-$2,820RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$1,965TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
accounting fees for 2021$5,411$541$0$0
accounting fees for 2022 - final$4,000$400$0$0

Amortization Schedule AmortizationSchedule

Amortization Schedule Detail AmortizationScheduleDetail

FieldValueIRS element (for citing)
Amortized ExpensesORGANIZATION COSTS - LEGAAmortizedExpensesDesc
Acquired Completed Or Expended2012-06-20AcquiredCompletedOrExpendedDt
Amortized$9,403AmortizedAmt
Deduction For Prior Years$5,956DeductionForPriorYearsAmt
Amortization Period15.0000AmortizationPeriodRt
Current Year Amortization$627CurrentYearAmortizationAmt
Total Amortization$6,583TotalAmortizationAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationTHE PATRICIA BEHRING FOUNDATION DISSOLVED AS OF 12/31/2022. REMAINING ASSETS (AFTER ALL FINAL INVOICES AND REFUND OF IRS TAXES) OF APPROXIAMATELY $5,400.00 WILL BE REMITTED TO BEHRING GLOBAL EDUCATION FOUNDATION, A 501(C)(3) ORGANIZATION. (EIN# 84-4053692)ExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Amortization$627
CA ANNUAL REPORT$50
CA RRF-1$100
CSC$111
DELAWARE ANNUAL REPORT$25
TAXES-FEDERAL-$1,676

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