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THE RIEBMAN FAMILY FUND INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE RIEBMAN FAMILY FUND INC (EIN 23-7806313)
Tax period
2019-05-01 to 2020-04-30
Filed
2020-06-15
IRS object ID
202031679349100223
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)
Return2020-06-15T12:15:36-05:00ReturnTs
Tax Period End2020-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232866276PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STROUSS HUI ROOMBERG ELLIS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 GREENWOOD AVENUE SUITE 202AddressLine1Txt
CityJENKINTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190462634ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237806313EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RIEBMAN FAMILY FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRIEBBusinessNameControlTxt
Phone6105069270PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11515 LOCUST STREET UNIT 801AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA RIEBMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6107470435PhoneNum
Signature2020-05-29SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALAN I ROOMBERGPreparerPersonNm
PTINP00184733PTIN
Phone2158863100PhoneNum
Preparation2020-05-26PreparationDt
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$74,269FMVAssetsEOYAmt
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$3,279InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,279InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3,279InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$228DividendsRevAndExpnssAmt
Dividends Net Invst Incm$228DividendsNetInvstIncmAmt
Dividends Adj Net Incm$228DividendsAdjNetIncmAmt
Other Income Rev And Expnss$311OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$311OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$311OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$3,818TotalRevAndExpnssAmt
Total Net Invst Incm$3,818TotalNetInvstIncmAmt
Total Adj Net Incm$3,818TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$825AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$15TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$15OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$855TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,655TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,163ExcessRevenueOverExpensesAmt
Net Investment Income$3,818NetInvestmentIncomeAmt
Adjusted Net Income$3,818AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,554SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,902SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,902SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$85,405CorporateBondsBOYAmt
Corporate Bonds EOY$74,999CorporateBondsEOYAmt
Corporate Bonds EOYFMV$61,367CorporateBondsEOYFMVAmt
Total Assets BOY$91,959TotalAssetsBOYAmt
Total Assets EOY$87,901TotalAssetsEOYAmt
Total Assets EOYFMV$74,269TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$91,959NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$87,901NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$91,959TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$87,901TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$91,959TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$87,901TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$91,959TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,163ExcessRevenueOverExpensesAmt
Subtotal$93,122SubtotalAmt
Other Decreases$5,221OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$87,901TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,964AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$2,810AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$2,730AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$2,957AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$3,730AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$98,137NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.038008DistributionYr5Rt
Total Distribution0.038008TotalDistributionRt
Average Distribution0.038008AverageDistributionRt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$38NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$38AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,800QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$38InvestmentIncomeExciseTaxAmt
Subtotal$38SubtotalAmt
Tax Based On Investment Income$38TaxBasedOnInvestmentIncomeAmt
Tax Due$38TaxDueAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTRUSTEEIndividualWithBooksNm
Phone6105069270PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11515 LOCUST STREETAddressLine1Txt
Address Line2UNIT 801AddressLine2Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd
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
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BARBARA RIEBMAN
1515 LOCUST STPHILADELPHIAPA19102PRESIDENT000.00$0$0$0
ALEXANDER SHOULSON
1515 LOCUST STREETPHILADELPHIAPA19102VICE PRESIDE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE 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$1Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

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

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,800ExpensesAndContributionsAmt
Qualifying Distributions$1,800QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$38PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,762AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$1,800QualifyingDistributionsAmt
Remaining Distri From Corpus$1,800RemainingDistriFromCorpusAmt
Total Corpus$1,800TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$1,800CurrentYearAmt
Year1$2,000Year1Amt
Year2$2,860Year2Amt
Year3$2,780Year3Amt
Total$9,440TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$1,800CurrentYearAmt
Year1$2,000Year1Amt
Year2$2,860Year2Amt
Year3$2,780Year3Amt
Total$9,440TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
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
ONE BY ONE
PO BOX 696BARNEGATNJ08005NONEPUBLICGENERAL OPERATING FUND$500
PALS
PO BOX 201BROOMALLPA19006NONEPUBLICGENERAL OPERATING FUND$100
MOBILIZATION FOR ANIMALS PA
103 CHURCH ROADEAGLEVILLEPA19403NONEPUBLICGENERAL OPERATING FUND$300
NORTHSHORE SENIOR CENTER
10201 E RIVERSIDE DRBOTHELLWA98011NONEPUBLICGENERAL OPERATING FUND$900
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,279RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$228RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$311RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,818RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,818TotalIncomeProducingActyAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$825Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
20K GOLDMAN SACHS GROUP
15K GARZA CNTY$9,671$8,871
15K SG STRUCTURED PRODS
15K GTE NORTH
15K CITIGROUP
15K BARCLAYS BK
15K MORGAN STANLEY$11,693$8,119
15K LLOYDS TSB BK PLC$9,672$8,603
15K BANK AMER CORP
15K LLOYDS TSB BANK PLC
15K FRONTIER COMM GROUP
35K MORGAN STANLEY HYBRID$24,312$17,850
120 WALT DISNEY$19,651$17,924

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
DECREASE IN FMV OF BONDS$5,185
990PF EXPENSE$36

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
FEES$15

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$311RevenueAndExpensesPerBooksAmt
Net Investment Income$311NetInvestmentIncomeAmt
Adjusted Net Income$311AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPA DISCLOSURE FEECategoryTxt
Amt$15Amt

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