BETA

PATRICIA R BEHRING FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PATRICIA R BEHRING FOUNDATION (EIN 45-5059768)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-02-14
IRS object ID
202000459349100700
Schema version
2019v5.0
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)
Return2020-02-14T06:48:45-08:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-02-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELLIOT D STEIN CPAPreparerPersonNm
PTINP00013780PTIN
Phone9549205300PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$356,918FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$252,443ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,571DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,571DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,571DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,451NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$248,967GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$160,462CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$160,462NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$251,563TotalRevAndExpnssAmt
Total Net Invst Incm$163,033TotalNetInvstIncmAmt
Total Adj Net Incm$163,033TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$4,662AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$466AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$790OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,452TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$466TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,452TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$466TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$235,111ExcessRevenueOverExpensesAmt
Net Investment Income$162,567NetInvestmentIncomeAmt
Adjusted Net Income$163,033AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$116,479CashBOYAmt
Cash EOY$352,217CashEOYAmt
Cash EOYFMV$352,217CashEOYFMVAmt
Other Assets BOY$5,328OtherAssetsBOYAmt
Other Assets EOY$4,701OtherAssetsEOYAmt
Other Assets EOYFMV$4,701OtherAssetsEOYFMVAmt
Total Assets BOY$121,807TotalAssetsBOYAmt
Total Assets EOY$356,918TotalAssetsEOYAmt
Total Assets EOYFMV$356,918TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$121,807RetainedEarningBOYAmt
Retained Earning EOY$356,918RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$121,807TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$356,918TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$121,807TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$356,918TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$121,807TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$235,111ExcessRevenueOverExpensesAmt
Subtotal$356,918SubtotalAmt
Tot Net Ast Or Fund Balances EOY$356,918TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property3100 SH XLKPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2019-10-22AcquiredDt
Sold2019-10-25SoldDt
Gross Sales Price$248,967GrossSalesPriceAmt
Cost Or Other Basis$88,505CostOrOtherBasisAmt
Gain Or Loss$160,462GainOrLossAmt
Gains Minus Excess Or Losses$160,462GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$160,462CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$160,462NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$109,201NetVlNoncharitableAssetsYr1Amt
Adjusted Qlfy Distri Yr2$35,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$144,314NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.24599DistributionYr2Rt
Adjusted Qlfy Distri Yr3$271,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$203,734NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.33262DistributionYr3Rt
Adjusted Qlfy Distri Yr4$131,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$106,657NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.23292DistributionYr4Rt
Adjusted Qlfy Distri Yr5$110,740AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$109,545NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.01091DistributionYr5Rt
Total Distribution3.822444TotalDistributionRt
Average Distribution0.764489AverageDistributionRt
Net Vl Noncharitable Assets$156,648NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$119,756AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,626NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$121,382AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$11,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,251InvestmentIncomeExciseTaxAmt
Subtotal$3,251SubtotalAmt
Tax Based On Investment Income$3,251TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,290EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,290TotalPaymentsAndCreditsAmt
Tax Due$961TaxDueAmt

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$159,033AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$159,033TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$159,033AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,385CashDeemedCharitableAmt
Net Vl Noncharitable Assets$156,648NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,832MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,832MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,251TaxBasedOnInvestmentIncomeAmt
Total Tax$3,251TotalTaxAmt
Distributable Before Adj$4,581DistributableBeforeAdjAmt
Distributable Before Ded$4,581DistributableBeforeDedAmt
Distributable As Adjusted$4,581DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,000ExpensesAndContributionsAmt
Qualifying Distributions$11,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$11,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,581DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$105,263ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$129,257ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$261,313ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$28,290ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$524,123TotalExcessDistributionCyovAmt
Qualifying Distributions$11,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,581AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,419RemainingDistriFromCorpusAmt
Total Corpus$530,542TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$105,263ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$425,279ExcessDistriCyovToNextYrAmt
Excess From Year4$129,257ExcessFromYear4Amt
Excess From Year3$261,313ExcessFromYear3Amt
Excess From Year2$28,290ExcessFromYear2Amt
Excess From Current Year$6,419ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DISCOVERY CONUNSELING CENTER OF THE SAN
115A TOWN COUNTRY DRIVEDANVILLECA94526NONE501C3HELP PROVIDE IN SCHOOL COUNSELING TO CHILDREN$10,000
CHILDREN OF GRACE
PO BOX 2394DANVILLECA94526NONE501C3TO SPONSOR EDUCATIONAL NEEDS OF STUDENT IN UGANDA$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,571ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$3,451ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$880ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$880TotalIncomeProducingActyAmt

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$252,443TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property3100 shares of XLK,Select Sector SPDR Trust TechnologyNoncashPropertyDesc
Fair Market Value$252,418FairMarketValueAmt
Received2019-10-22ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING/TAX PREPARATIONCategoryTxt
Amt$4,662Amt
Net Investment Income$466NetInvestmentIncomeAmt
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$4,075DeductionForPriorYearsAmt
Amortization Period15.0000AmortizationPeriodRt
Current Year Amortization$627CurrentYearAmortizationAmt
Total Amortization$4,702TotalAmortizationAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescNet Intangible AssetsDesc
BOY Book Value$5,328BOYBookValueAmt
EOY Book Value$4,701EOYBookValueAmt
EOYFMV$4,701EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Amortization$627
CA-Annual report$25
DL Statutory Representation-CSC$103
DL-Annual Report$25
FRANCHISE TAX BOARD$10

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