BETA

PATRICIA R BEHRING FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
PATRICIA R BEHRING FOUNDATION (EIN 45-5059768)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-03-15
IRS object ID
201920749349100702
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)
Return2019-03-15T05:28:07-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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 TitlePresident & CEOPersonTitleTxt
Signature2019-03-14SignatureDt
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)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$121,807FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,587DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,587DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,587DividendsAdjNetIncmAmt
Total Rev And Expnss$1,612TotalRevAndExpnssAmt
Total Net Invst Incm$1,587TotalNetInvstIncmAmt
Total Adj Net Incm$1,587TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$4,455AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$446AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,143OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,598TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$446TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,598TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$446TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,986ExcessRevenueOverExpensesAmt
Net Investment Income$1,141NetInvestmentIncomeAmt
Adjusted Net Income$1,587AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$119,338CashBOYAmt
Cash EOY$116,479CashEOYAmt
Sav And Temp Cash Invst EOYFMV$116,479SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$500RcvblFromOfficersBOYAmt
Other Assets BOY$5,955OtherAssetsBOYAmt
Other Assets EOY$5,328OtherAssetsEOYAmt
Other Assets EOYFMV$5,328OtherAssetsEOYFMVAmt
Total Assets BOY$125,793TotalAssetsBOYAmt
Total Assets EOY$121,807TotalAssetsEOYAmt
Total Assets EOYFMV$121,807TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$125,793RetainedEarningBOYAmt
Retained Earning EOY$121,807RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$125,793TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$121,807TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$125,793TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$121,807TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$125,793TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,986ExcessRevenueOverExpensesAmt
Subtotal$121,807SubtotalAmt
Tot Net Ast Or Fund Balances EOY$121,807TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$35,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$144,314NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.24599DistributionYr1Rt
Adjusted Qlfy Distri Yr2$271,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$203,734NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.33262DistributionYr2Rt
Adjusted Qlfy Distri Yr3$131,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$106,657NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.23292DistributionYr3Rt
Adjusted Qlfy Distri Yr4$110,740AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$109,545NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.01091DistributionYr4Rt
Adjusted Qlfy Distri Yr5$112,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$94,187NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.19443DistributionYr5Rt
Total Distribution5.016876TotalDistributionRt
Average Distribution1.003375AverageDistributionRt
Net Vl Noncharitable Assets$109,201NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$109,570AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$11NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$109,581AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$23InvestmentIncomeExciseTaxAmt
Subtotal$23SubtotalAmt
Tax Based On Investment Income$23TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,313EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,313TotalPaymentsAndCreditsAmt
Overpayment$2,290OverpaymentAmt
Applied To ES Tax$2,290AppliedToESTaxAmt

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 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
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
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$110,864AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$110,864TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$110,864AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,663CashDeemedCharitableAmt
Net Vl Noncharitable Assets$109,201NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,460MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,460MinimumInvestmentReturnAmt
Tax Based On Investment Income$23TaxBasedOnInvestmentIncomeAmt
Total Tax$23TotalTaxAmt
Distributable Before Adj$5,437DistributableBeforeAdjAmt
Distributable Before Ded$5,437DistributableBeforeDedAmt
Distributable As Adjusted$5,437DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,437DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$107,791ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$105,263ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$129,257ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$261,313ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$28,290ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$631,914TotalExcessDistributionCyovAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$5,437ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$5,437ExcessDistributionCyovAppCYAmt
Total Corpus$626,477TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$102,354ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$524,123ExcessDistriCyovToNextYrAmt
Excess From Year4$105,263ExcessFromYear4Amt
Excess From Year3$129,257ExcessFromYear3Amt
Excess From Year2$261,313ExcessFromYear2Amt
Excess From Year1$28,290ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,587ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,587ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,587TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING/TAX PREPARATIONCategoryTxt
Amt$4,455Amt
Net Investment Income$446NetInvestmentIncomeAmt
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$3,448DeductionForPriorYearsAmt
Amortization Period15.0000AmortizationPeriodRt
Current Year Amortization$627CurrentYearAmortizationAmt
Total Amortization$4,075TotalAmortizationAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescNet Intangible AssetsDesc
BOY Book Value$5,955BOYBookValueAmt
EOY Book Value$5,328EOYBookValueAmt
EOYFMV$5,328EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Amortization$627
CA-Annual report$25
DL-Annual Report$481
FRANCHISE TAX BOARD$10

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