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THE RIEBMAN FAMILY FUND INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE RIEBMAN FAMILY FUND INC (EIN 23-7806313)
Tax period
2018-05-01 to 2019-04-30
Filed
2019-07-10
IRS object ID
201911919349100306
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)
Return2019-07-10T10:40:14-05:00ReturnTs
Tax Period End2019-04-30TaxPeriodEndDt

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 Begin2018-05-01TaxPeriodBeginDt

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
Signature2019-06-18SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALAN I ROOMBERGPreparerPersonNm
PTINP00184733PTIN
Phone2158863100PhoneNum
Preparation2019-07-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.15.168.81IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-07-10IPDt
IP Tm10:40:14IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7D7E0DFA2438DCAB499B95544F23D529FA113CA7AtSubmissionCreationDeviceId
At Submission Filing Device Id7B49E0A2BD9413A667CEBAFC75E58B8CD587C5D9AtSubmissionFilingDeviceId
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$79,541FMVAssetsEOYAmt
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$3,437InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,437InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3,437InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$206DividendsRevAndExpnssAmt
Dividends Net Invst Incm$206DividendsNetInvstIncmAmt
Dividends Adj Net Incm$206DividendsAdjNetIncmAmt
Total Rev And Expnss$3,643TotalRevAndExpnssAmt
Total Net Invst Incm$3,643TotalNetInvstIncmAmt
Total Adj Net Incm$3,643TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$825AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$15TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$940TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,940TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$703ExcessRevenueOverExpensesAmt
Net Investment Income$3,643NetInvestmentIncomeAmt
Adjusted Net Income$3,643AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,623SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,554SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,554SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$85,396CorporateBondsBOYAmt
Corporate Bonds EOY$85,405CorporateBondsEOYAmt
Corporate Bonds EOYFMV$72,987CorporateBondsEOYFMVAmt
Total Assets BOY$92,019TotalAssetsBOYAmt
Total Assets EOY$91,959TotalAssetsEOYAmt
Total Assets EOYFMV$79,541TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$92,019UnrestrictedBOYAmt
Unrestricted EOY$91,959UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$92,019TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$91,959TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$92,019TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$91,959TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$92,019TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$703ExcessRevenueOverExpensesAmt
Subtotal$92,722SubtotalAmt
Other Decreases$763OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$91,959TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,810AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$2,730AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$2,957AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$3,730AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$98,137NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.038008DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,212AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$98,498NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.032610DistributionYr5Rt
Total Distribution0.070618TotalDistributionRt
Average Distribution0.035309AverageDistributionRt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$36NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$36AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$36InvestmentIncomeExciseTaxAmt
Subtotal$36SubtotalAmt
Tax Based On Investment Income$36TaxBasedOnInvestmentIncomeAmt
Tax Due$36TaxDueAmt

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 FoundationfalsePrivateOperatingFoundationInd
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

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)
Tax Based On Investment Income$36TaxBasedOnInvestmentIncomeAmt
Total Tax$36TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,000ExpensesAndContributionsAmt
Qualifying Distributions$2,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$36PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,964AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$2,038ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,780ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,860ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,678TotalExcessDistributionCyovAmt
Qualifying Distributions$2,000QualifyingDistributionsAmt
Remaining Distri From Corpus$2,000RemainingDistriFromCorpusAmt
Total Corpus$9,678TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$9,678ExcessDistriCyovToNextYrAmt
Excess From Year3$2,038ExcessFromYear3Amt
Excess From Year2$2,780ExcessFromYear2Amt
Excess From Year1$2,860ExcessFromYear1Amt
Excess From Current Year$2,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
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
OLD DOG HAVEN
621 SR 9 NE PMB A4LAKE STEVENSWA98258NONEPUBLICGENERAL OPERATING FUND$250
BECK'S PLACE
PO BOX 562MONROEWA98272NONEPUBLICGENERAL OPERATING FUND$250
NORTHWEST RABBIT RESCUE
22911 LOCUST WAYBOTHELLWA98021NONEPUBLICGENERAL OPERATING FUND$250
COMMUNITY CAT COALITION
PO BOX 1236MUKILTEOWA98275NONEPUBLICGENERAL OPERATING FUND$250
MOBILIZATION FOR ANIMALS PA
103 CHURCH ROADEAGLEVILLEPA19403NONEPUBLICGENERAL OPERATING FUND$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,437RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$206RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,643RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,643TotalIncomeProducingActyAmt

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$14,474$10,274
15K SG STRUCTURED PRODS
15K GTE NORTH
15K CITIGROUP
15K BARCLAYS BK
15K MORGAN STANLEY$11,523$8,794
15K LLOYDS TSB BK PLC$9,662$8,708
15K BANK AMER CORP
15K LLOYDS TSB BANK PLC
15K FRONTIER COMM GROUP$12,081$7,950
35K MORGAN STANLEY HYBRID$24,312$20,825
120 WALT DISNEY$13,353$16,436

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
DECREASE IN FMV OF BONDS$713
990PF EXPENSE$50

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
FEES$100

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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

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