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STUART S FLAMBERG FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
STUART S FLAMBERG FOUNDATION (EIN 22-3755887)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-07-27
IRS object ID
202102089349100005
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-07-27T06:14:59-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223454611PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Capital Enhancement LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line125 Independence BLVD STE 101AddressLine1Txt
CityWarrenCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07059ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223755887EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Stuart S Flamberg FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTUABusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 Tanglewood CourtAddressLine1Txt
CityColts NeckCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07722ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonStuart S FlambergPersonNm
Person TitleTrusteePersonTitleTxt
Signature2021-07-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstStuart SPersonFirstNm
Person LastFlambergPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSteven CalvelliPreparerPersonNm
PTINP00743856PTIN
Phone9084847700PhoneNum

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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,781,989FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$36,853DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,853DividendsNetInvstIncmAmt
Dividends Adj Net Incm$36,853DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$337,707NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,390,272GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$337,707CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$209,171NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$374,561TotalRevAndExpnssAmt
Total Net Invst Incm$374,561TotalNetInvstIncmAmt
Total Adj Net Incm$246,025TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,400AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,400AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,400AccountingFeesChrtblPrpsAmt
Taxes Dsbrs Chrtbl$5,911TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,981OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,981OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$3,981OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$3,981OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,381TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,381TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$5,381TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,292TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$65,381TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,381TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$5,381TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$71,292TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$309,180ExcessRevenueOverExpensesAmt
Net Investment Income$369,180NetInvestmentIncomeAmt
Adjusted Net Income$240,644AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$51,232CashEOYAmt
Cash EOYFMV$51,232CashEOYFMVAmt
Corporate Stock BOY$1,701,316CorporateStockBOYAmt
Corporate Stock EOY$2,730,757CorporateStockEOYAmt
Corporate Stock EOYFMV$2,730,757CorporateStockEOYFMVAmt
Total Assets BOY$1,701,316TotalAssetsBOYAmt
Total Assets EOY$2,781,989TotalAssetsEOYAmt
Total Assets EOYFMV$2,781,989TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,701,316CapitalStockBOYAmt
Capital Stock EOY$2,781,989CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,701,316TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,781,989TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,701,316TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,781,989TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,701,316TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$309,180ExcessRevenueOverExpensesAmt
Other Increases$771,493OtherIncreasesAmt
Subtotal$2,781,989SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,781,989TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SchwabP2020-01-012020-01-01$1,702,382$1,493,211$209,171$209,171
SchwabP2010-01-012020-01-01$684,934$554,116$130,818$130,818
SchwabP2010-01-012020-01-01$2,956$5,238-$2,282-$2,282
FieldValueIRS element (for citing)
Capital Gain Net Income$337,707CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$209,171NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,132InvestmentIncomeExciseTaxAmt
Subtotal$5,132SubtotalAmt
Tax Based On Investment Income$5,132TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$105EsPenaltyAmt
Tax Due$5,237TaxDueAmt

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 EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
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 Line1Stuart S FlambergBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9084847700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15 Tanglewood CourtAddressLine1Txt
CityColts NeckCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07722ZIPCd
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 PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12020UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
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
Stuart S Flamberg
5 Tanglewood CourtColts NeckNJ07722Trustee0.00$0
Mark A Competiello
444 Kissel AvenueStaten IslandNY10301Trustee0.00$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$2,251,652AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,251,652TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,251,652AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,775CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,217,877NetVlNoncharitableAssetsAmt
Minimum Investment Return$110,894MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$110,894MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,132TaxBasedOnInvestmentIncomeAmt
Total Tax$5,132TotalTaxAmt
Distributable Before Adj$105,762DistributableBeforeAdjAmt
Distributable Before Ded$105,762DistributableBeforeDedAmt
Distributable As Adjusted$105,762DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$71,292ExpensesAndContributionsAmt
Qualifying Distributions$71,292QualifyingDistributionsAmt
Adjusted Qualifying Distri$71,292AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$105,762DistributableAsAdjustedAmt
Undistributed Income PY$59,024UndistributedIncomePYAmt
Qualifying Distributions$71,292QualifyingDistributionsAmt
Applied To Year1$59,024AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,268AppliedToCurrentYearAmt
Undistributed Income CY$93,494UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHABAD Jewish Center
14 South Holmdel RoadHolmdelNJ07733CharityPCGeneral purposes$36,500
ASPCA
260 Wall StreetEantontownNJ07724CharityPCGeneral purposes$2,000
Notre Game Academy
78-78 Howard AveStaten IslandNY10301CharityPCGeneral purposes$1,000
Cancer Research Institute
55 BroadwayNew YorkNY10006CharityPCGeneral purposes$1,000
St Hubert's
575 Woodland AveMadisonNJ07940CharityPCGeneral Purposes$5,000
Make a Wish
1347 Perrineville RdMonroe TwpNJ08831CharityPCGeneral Purposes$1,500
Fulfill Foodbank
3300 NJ-66Neptune CityNJ07753CharityPCGeneral Purposes$5,000
United Way of Monmouth Cty
1415 Wyckoff RdFarmingdaleNJ07727CharityPCGeneral purposes$1,500
Lustgarten Foundation
425 Crossways Park DrWoodburyNY11797CharityPCGeneral purposes$1,500
Monmouth County SPCA
260 Wall StreetEatontownNJ07724CharityPCGeneral purposes$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$36,853RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$337,707RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$374,561RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$374,561TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Amt$1,400Amt
Net Investment Income$1,400NetInvestmentIncomeAmt
Adjusted Net Income$1,400AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,400DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescIncrease in asset valuesDesc
Amt$771,493Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Disbursements Charitable Prps$5,911DisbursementsCharitablePrpsAmt

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