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PATRICIA R BEHRING FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PATRICIA R BEHRING FOUNDATION (EIN 45-5059768)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-03-15
IRS object ID
202120749349100862
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)
Return2021-03-15T12:30:08-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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)
PersonPATRICIA R BEHRINGPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-03-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPATRICIA RPersonFirstNm
Person LastBEHRINGPersonLastNm
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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
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$196,574ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$446DividendsRevAndExpnssAmt
Dividends Net Invst Incm$446DividendsNetInvstIncmAmt
Dividends Adj Net Incm$446DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$6,174NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$189,405GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$129,595CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$129,595NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$190,846TotalRevAndExpnssAmt
Total Net Invst Incm$130,041TotalNetInvstIncmAmt
Total Adj Net Incm$130,041TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$5,925AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$593AccountingFeesNetInvstIncmAmt
Interest Rev And Expnss$10InterestRevAndExpnssAmt
Other Expenses Rev And Expnss$3,238OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$9,173TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$593TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$353,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$353,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$362,173TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$593TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$353,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$171,327ExcessRevenueOverExpensesAmt
Net Investment Income$129,448NetInvestmentIncomeAmt
Adjusted Net Income$130,041AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$352,217CashBOYAmt
Cash EOY$181,517CashEOYAmt
Other Assets BOY$4,701OtherAssetsBOYAmt
Other Assets EOY$4,074OtherAssetsEOYAmt
Total Assets BOY$356,918TotalAssetsBOYAmt
Total Assets EOY$185,591TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$356,918RetainedEarningBOYAmt
Retained Earning EOY$185,591RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$356,918TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$185,591TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$356,918TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$185,591TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$356,918TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$171,327ExcessRevenueOverExpensesAmt
Subtotal$185,591SubtotalAmt
Tot Net Ast Or Fund Balances EOY$185,591TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property2095 sh XLKPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2020-02-26AcquiredDt
Sold2020-02-27SoldDt
Gross Sales Price$189,405GrossSalesPriceAmt
Cost Or Other Basis$59,810CostOrOtherBasisAmt
Gain Or Loss$129,595GainOrLossAmt
Gains Minus Excess Or Losses$129,595GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$129,595CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$129,595NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,799InvestmentIncomeExciseTaxAmt
Subtotal$1,799SubtotalAmt
Tax Based On Investment Income$1,799TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,626EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,626TotalPaymentsAndCreditsAmt
Tax Due$173TaxDueAmt

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 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$192,329AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$192,329TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$192,329AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,885CashDeemedCharitableAmt
Net Vl Noncharitable Assets$189,444NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,472MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,472MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,799TaxBasedOnInvestmentIncomeAmt
Total Tax$1,799TotalTaxAmt
Distributable Before Adj$7,673DistributableBeforeAdjAmt
Distributable Before Ded$7,673DistributableBeforeDedAmt
Distributable As Adjusted$7,673DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$353,000ExpensesAndContributionsAmt
Qualifying Distributions$353,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$353,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,673DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$129,257ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$261,313ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$28,290ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$6,419ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$425,279TotalExcessDistributionCyovAmt
Qualifying Distributions$353,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,673AppliedToCurrentYearAmt
Remaining Distri From Corpus$345,327RemainingDistriFromCorpusAmt
Total Corpus$770,606TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$129,257ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$641,349ExcessDistriCyovToNextYrAmt
Excess From Year4$261,313ExcessFromYear4Amt
Excess From Year3$28,290ExcessFromYear3Amt
Excess From Year1$6,419ExcessFromYear1Amt
Excess From Current Year$345,327ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 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$100,000
DISCOVERY CONUNSELING CENTER OF THE SAN
115A TOWN COUNTRY DRIVEDANVILLECA94526NONE501C3HELP PROVIDE IN SCHOOL COUNSELING TO CHILDREN$250,000
CHILDREN OF GRACE
PO BOX 2394DANVILLECA94526NONE501C3TO SPONSOR EDUCATIONAL NEEDS OF STUDENT IN UGANDA$2,500
CONTRA COSTA HIGH SCHOOL TEACHERS
SCHOOL DISTRICT CONTRA COSTAPLEASANT HILLCA94523NONEPCEDUCATION$250
CONTRA COSTA MIDDLE SCHOOL TEACHERS
SCHOOL DISTRICT CONTRA COSTAPLEASANT HILLCA94523NONEPCEDUCATION$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$353,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$446ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion8ExclusionCd
Exclusion-$6,174ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$5,728ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$5,728TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonPATRICIA BEHRINGContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 807AddressLine1Txt
CityDANVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94526ZIPCd
FieldValueIRS element (for citing)
Total Contributions$196,574TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2095 shares of XLK,Select Sector SPDR Trust TechnologyNoncashPropertyDesc
Fair Market Value$195,579FairMarketValueAmt
Received2020-02-26ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING/TAX PREPARATIONCategoryTxt
Amt$5,925Amt
Net Investment Income$593NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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$4,702DeductionForPriorYearsAmt
Amortization Period15.0000AmortizationPeriodRt
Current Year Amortization$627CurrentYearAmortizationAmt
Total Amortization$5,329TotalAmortizationAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescNet Intangible AssetsDesc
BOY Book Value$4,701BOYBookValueAmt
EOY Book Value$4,074EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Amortization$627
PENALTIES IRS$19
TAXES-FEDERAL$2,592

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