THE RIEBMAN FAMILY FUND INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: THE RIEBMAN FAMILY FUND INC (EIN 23-7806313)
Tax period: 2022-05-01 to 2023-04-30
Filed: 2023-06-01
IRS object ID: 202321529349100707
Schema version: 2022v5.0
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
Form 990-PF
Accounting Fees Schedule
Investments Corp Bonds Schedule
Other Decreases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-06-01T11:18:34-04:00	ReturnTs
Tax Period End	2023-04-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	232866276	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	STROUSS HUI ROOMBERG ELLIS PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	101 GREENWOOD AVENUE SUITE 202	AddressLine1Txt
City	JENKINTOWN	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	190462634	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-05-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	237806313	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE RIEBMAN FAMILY FUND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	RIEB	BusinessNameControlTxt
Phone	6105069270	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1515 LOCUST STREET UNIT 801	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19102	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BARBARA RIEBMAN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	6107470435	PhoneNum
Signature	2023-05-24	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	BARBARA	PersonFirstNm
Person Last	RIEBMAN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ALAN I ROOMBERG	PreparerPersonNm
PTIN	P00184733	PTIN
Phone	2158863100	PhoneNum
Preparation	2023-06-01	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$83,016	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$1,435	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,435	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$1,435	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$458	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$458	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$458	DividendsAdjNetIncmAmt
Total Rev And Expnss	$1,893	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,893	TotalNetInvstIncmAmt
Total Adj Net Incm	$1,893	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$825	AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss	$15	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$840	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,340	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,500	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$447	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,893	NetInvestmentIncomeAmt
Adjusted Net Income	$1,893	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$8,833	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$8,247	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$8,247	SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY	$82,896	CorporateBondsBOYAmt
Corporate Bonds EOY	$76,031	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$74,769	CorporateBondsEOYFMVAmt
Total Assets BOY	$91,729	TotalAssetsBOYAmt
Total Assets EOY	$84,278	TotalAssetsEOYAmt
Total Assets EOYFMV	$83,016	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$91,729	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$84,278	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$91,729	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$84,278	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$91,729	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$84,278	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$91,729	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$447	ExcessRevenueOverExpensesAmt
Subtotal	$91,282	SubtotalAmt
Other Decreases	$7,004	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$84,278	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$26	InvestmentIncomeExciseTaxAmt
Subtotal	$26	SubtotalAmt
Tax Based On Investment Income	$26	TaxBasedOnInvestmentIncomeAmt
Tax Due	$26	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	PA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	Yes (true)	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	TRUSTEE	IndividualWithBooksNm
Phone	6105069270	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1515 LOCUST STREET	AddressLine1Txt
Address Line2	UNIT 801	AddressLine2Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19102	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
BARBARA RIEBMAN
1515 LOCUST ST	PHILADELPHIA	PA	19102	PRESIDENT	000.00	$0	$0	$0
ALEXANDER SHOULSON
1515 LOCUST STREET	PHILADELPHIA	PA	19102	VICE PRESIDE	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	THE FOUNDATION IS A PRIVATE, NON OPERATING FOUNDATION AND, AS SUCH, ITS ONLY ACTIVITY IS TO MAKE GRANTS OR CONTRIBUTIONS TO OTHER ORGANIZATIONS, PRINCIPALLY TO PUBLIC CHARITIES.	Description1Txt
Expenses1	$1	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Sect4942j3j5 Fndtn And Frgn Org	Yes (X)	Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,500	ExpensesAndContributionsAmt
Qualifying Distributions	$1,500	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Qualifying Distributions	$1,500	QualifyingDistributionsAmt
Remaining Distri From Corpus	$1,500	RemainingDistriFromCorpusAmt
Total Corpus	$1,500	TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Field	Value	IRS element (for citing)
Section4942j3	Yes (X)	Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Current Year	$1,500	CurrentYearAmt
Year1	$1,800	Year1Amt
Year2	$2,800	Year2Amt
Year3	$1,800	Year3Amt
Total	$7,900	TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Field	Value	IRS element (for citing)
Current Year	$1,500	CurrentYearAmt
Year1	$1,800	Year1Amt
Year2	$2,800	Year2Amt
Year3	$1,800	Year3Amt
Total	$7,900	TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
COMMUNITY CAT COALITION
PO BOX 1236	MUKILTEO	WA	98275	NONE	PUBLIC	GENERAL OPERATING FUND	$100
FERAL CATSPAY NEUTER PROJECT
4001 198TH ST SW STE 3	LYNWOOD	WA	98036	NONE	PUBLIC	GENERAL OPERATING FUND	$100
MOBILIZATION FOR ANIMALS PA
103 CHURCH ROAD	EAGLEVILLE	PA	19403	NONE	PUBLIC	GENERAL OPERATING FUND	$1,000
OLD DOG HAVEN
PO BOX 1409	OAK HARBOR	WA	98277	NONE	PUBLIC	GENERAL OPERATING FUND	$100
GENDER JUSTICE LEAGUE
1122 E PIKE ST969	SEATTLE	WA	98122	NONE	PUBLIC	GENERAL OPERATING FUND	$100
ACLF
1414 S WELLER ST	SEATTLE	WA	98144	NONE	PUBLIC	GENERAL OPERATING FUND	$100

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$1,435	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$458	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$1,893	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,893	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	CategoryTxt
Amt	$825	Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
15K GARZA CNTY	$9,747	$8,775
200 CLEVELAND-CLIFFS	$3,720	$3,076
200 COCA-COLA	$9,928	$12,830
120 WALT DISNEY	$23,300	$20,500
US TREASURY BILL	$29,336	$29,588
15K MORGAN STANLEY
35K MORGAN STANLEY HYBRID

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
DECREASE IN FMV OF BONDS	$6,938
990 PF EXPENSE	$66

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	PA DISCLOSURE FEE	CategoryTxt
Amt	$15	Amt

THE RIEBMAN FAMILY FUND INC: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Qualifying Distributions QualifyingDistributionsGrp

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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