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STUART S FLAMBERG FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
STUART S FLAMBERG FOUNDATION (EIN 22-3755887)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-13
IRS object ID
201911339349101116
Schema version
2018v3.1
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)
Return2019-05-13T07:05:51-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSteven CalvelliPreparerPersonNm
PTINP00743856PTIN
Phone9084847700PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$911,685FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$32,422DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,422DividendsNetInvstIncmAmt
Dividends Adj Net Incm$32,422DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$337,353NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,515,099GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$337,353CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$337,353NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$369,775TotalRevAndExpnssAmt
Total Net Invst Incm$369,775TotalNetInvstIncmAmt
Total Adj Net Incm$369,775TotalAdjNetIncmAmt
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$2,725TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$14,099OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14,099OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$14,099OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$15,499TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,499TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$15,499TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,125TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$53,999TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,499TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$15,499TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$42,625TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$315,776ExcessRevenueOverExpensesAmt
Net Investment Income$354,276NetInvestmentIncomeAmt
Adjusted Net Income$354,276AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$1,140,913CorporateStockBOYAmt
Corporate Stock EOY$911,685CorporateStockEOYAmt
Corporate Stock EOYFMV$911,685CorporateStockEOYFMVAmt
Total Assets BOY$1,140,913TotalAssetsBOYAmt
Total Assets EOY$911,685TotalAssetsEOYAmt
Total Assets EOYFMV$911,685TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,140,913CapitalStockBOYAmt
Capital Stock EOY$911,685CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,140,913TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$911,685TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,140,913TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$911,685TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,140,913TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$315,776ExcessRevenueOverExpensesAmt
Subtotal$1,456,689SubtotalAmt
Other Decreases$545,004OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$911,685TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySchwabPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2018-01-01AcquiredDt
Sold2018-01-01SoldDt
Gross Sales Price$1,515,099GrossSalesPriceAmt
Cost Or Other Basis$1,177,746CostOrOtherBasisAmt
Gain Or Loss$337,353GainOrLossAmt
Gains Minus Excess Or Losses$337,353GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$337,353CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$337,353NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$24,736AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$819,182NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.03020DistributionYr1Rt
Adjusted Qlfy Distri Yr2$15,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$514,565NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.03012DistributionYr2Rt
Adjusted Qlfy Distri Yr3$16,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$429,063NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.03846DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$294,695NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.02545DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,908AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$189,276NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04178DistributionYr5Rt
Total Distribution0.166005TotalDistributionRt
Average Distribution0.033201AverageDistributionRt
Net Vl Noncharitable Assets$1,010,905NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$33,563AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,543NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$37,106AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$42,625QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,543InvestmentIncomeExciseTaxAmt
Subtotal$3,543SubtotalAmt
Tax Based On Investment Income$3,543TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$102EsPenaltyAmt
Tax Due$3,645TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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 PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
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$1,026,299AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,026,299TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,026,299AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,394CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,010,905NetVlNoncharitableAssetsAmt
Minimum Investment Return$50,545MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$50,545MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,543TaxBasedOnInvestmentIncomeAmt
Total Tax$3,543TotalTaxAmt
Distributable Before Adj$47,002DistributableBeforeAdjAmt
Distributable Before Ded$47,002DistributableBeforeDedAmt
Distributable As Adjusted$47,002DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,625ExpensesAndContributionsAmt
Qualifying Distributions$42,625QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,543PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$39,082AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,002DistributableAsAdjustedAmt
Undistributed Income PY$33,259UndistributedIncomePYAmt
Qualifying Distributions$42,625QualifyingDistributionsAmt
Applied To Year1$33,259AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,366AppliedToCurrentYearAmt
Undistributed Income CY$37,636UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHABAD Jewish Center
14 South Holmdel RoadHolmdelNJ07733CharityPCGeneral purposes$25,000
ASPCA
260 Wall StreetEantontownNJ07724CharityPCGeneral purposes$1,500
Notre Dame Academy of Staten Island
78-78 Howard AveStaten IslandNY10301CharityPCGeneral purposes$2,000
St Hubert's
575 Woodland AveMadisonNJ07940CharityPCGeneral Purposes$5,000
Make a Wish
1347 Perrineville RdMonroe TwpNJ08831CharityPCGeneral Purposes$1,000
Fulfill Foodbank
3300 NJ-66Neptune CityNJ07753CharityPCGeneral Purposes$1,000
United Way of Monmouth Cty
1415 Wyckoff RdFarmingdaleNJ07727CharityPCGeneral purposes$500
Lustgarten Foundation
425 Crossways Park DrWoodburyNY11797CharityPCGeneral purposes$1,000
Monmouth County SPCA
260 Wall StreetEatontownNJ07724CharityPCGeneral purposes$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$32,422RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$337,353RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$369,775RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$369,775TotalIncomeProducingActyAmt

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 Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDecrease in asset valuesDesc
Amt$545,004Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Disbursements Charitable Prps$2,725DisbursementsCharitablePrpsAmt

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