BEHRING FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BEHRING FOUNDATION (EIN 68-0306096)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-03
- IRS object ID
- 201801239349100705
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Loans From Officers Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-03T07:55:34-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591907845 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elliot D Stein CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2131 Hollywood Blvd 505 | AddressLine1Txt |
| City | Hollywood | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680306096 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEHRING FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEHR | BusinessNameControlTxt |
| Phone | 9257369816 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 807 | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94526 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLIOT D STEIN | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2018-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLIOT D STEIN CPA | PreparerPersonNm |
| PTIN | P00013780 | PTIN |
| Phone | 9549205300 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,421 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $58 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $58 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $58 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $87 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $87 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,216 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,461,787 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,216 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $360 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,924 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,459 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $63,285 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,820 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $505 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $7,689 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,845 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $3,844 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $225 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $313 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $8,227 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,845 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,844 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,479,048 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,479,048 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,487,275 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,845 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,844 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,479,048 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,423,990 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,975 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $111,653 | CashBOYAmt |
| Cash EOY | $10,457 | CashEOYAmt |
| Cash EOYFMV | $10,457 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,148 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $907 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $907 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,357,757 | OtherInvestmentsBOYAmt |
| Other Assets EOY | $58 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $57 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,477,558 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,422 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,421 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $150,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $107,854 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $150,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $107,854 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,327,558 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$96,432 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,327,558 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$96,432 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,477,558 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,422 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,327,558 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,423,990 | ExcessRevenueOverExpensesAmt |
| Subtotal | -$96,432 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | -$96,432 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED FIDELITY | P | 2014-07-03 | 2017-01-26 | $1,419,761 | $1,401,519 | $18,242 | $18,242 |
| JP MORGAN - BAXTER INTL | P | 2000-01-01 | 2017-03-29 | $52 | $52 | $52 | |
| JP MORGAN CVS | P | 2000-01-01 | 2017-11-03 | $57 | $57 | $57 | |
| AIG 2008 SEC LITIGATION | P | 2000-01-01 | 2017-04-30 | $1,027 | $1,027 | $1,027 | |
| FROM K-1 BLACKSTONE LONG TERM UBTI | P | 2017-01-01 | 2017-12-31 | $1,088 | $1,088 | $1,088 | |
| FROM K-1 BLACKSTONE SHORT TERM UBTI | P | 2017-01-01 | 2017-12-31 | $52 | -$52 | -$52 | |
| FROM K-1 BLACKSTONE UBIT SEC 1231 | P | 2000-01-01 | 2017-12-31 | $367 | $367 | $367 | |
| FROM K-1 BLACKSTONE SHORT TERM | P | 2017-01-01 | 2017-12-31 | $2 | $2 | $2 | |
| FROM K-1 BLACKSTONE LONG TERM | P | 2000-01-01 | 2017-12-31 | $4,733 | $4,733 | $4,733 | |
| FROM K-1 BLACKSTONE SEC 1231 GAIN | P | 2017-12-31 | $178 | $178 | $178 | ||
| FROM K-1 BLACKSTONE SEC 988 GAIN | P | 2017-12-31 | $32 | $32 | $32 | ||
| FROM K-1 BLACKSTONE SEC 1256 | P | 2017-12-31 | $11 | $11 | $11 | ||
| FROM K-1 BLACKSTONE OTHER LT GAIN | P | 2017-12-31 | $430 | $430 | $430 | ||
| FROM K-1 BLACKSTONE OTHER ST GAIN | P | 2017-12-31 | $367 | $367 | $367 | ||
| from k-1 BLACKSTONE FINAL K-1 | P | 2014-07-03 | 2017-01-26 | $33,682 | $33,682 | $33,682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,216 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $360 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $494,533 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,607,716 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.30760 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $757,253 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,334,179 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.32442 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $740,423 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,810,300 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.26347 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $105,800 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,834,656 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03732 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,925 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,019,457 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.00073 | DistributionYr5Rt |
| Total Distribution | 0.933539 | TotalDistributionRt |
| Average Distribution | 0.186708 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $604,042 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $112,779 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $580 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $113,359 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,479,048 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $580 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $580 | SubtotalAmt |
| Tax Based On Investment Income | $580 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,569 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,569 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,989 | OverpaymentAmt |
| Applied To ES Tax | $1,000 | AppliedToESTaxAmt |
| Refund | $2,989 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOT D STEINCPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9549205300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2131 HOLLYWOOD BLVD 505 | AddressLine1Txt |
| City | HOLLYWOOD | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DAVID E BEHRING | ||||||
| 2131 HOLLYWOOD BLVD SUITE 505 | HOLLYWOOD | FL | 33020 | FORMER TRUSTEE | 0.00 | $0 |
| KENNETH E BEHRING | ||||||
| 2131 HOLLYWOOD BLVD SUITE 505 | HOLLYWOOD | FL | 33020 | TRUSTEE | 0.00 | $0 |
| STEPHEN BEINKE | ||||||
| 3820 BLACKHAWK ROAD | DANVILLE | CA | 94506 | FORMER TRUSTEE | 0.00 | $0 |
| ELLIOT D STEIN | ||||||
| 2131 HOLLYWOOD BLVD 505 | HOLLYWOOD | FL | 33020 | SUCCESSOR TRUST | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $119,960 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $493,281 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $613,241 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $613,241 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,199 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $604,042 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,202 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,202 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $580 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $580 | TotalTaxAmt |
| Distributable Before Adj | $29,622 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,622 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,622 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,479,048 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,479,048 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $580 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,478,468 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,622 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $623,448 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $644,432 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $415,009 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,682,889 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,479,048 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,622 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,449,426 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,132,315 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,132,315 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $623,448 | ExcessFromYear3Amt |
| Excess From Year2 | $644,432 | ExcessFromYear2Amt |
| Excess From Year1 | $415,009 | ExcessFromYear1Amt |
| Excess From Current Year | $1,449,426 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH E BEHRING | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE BEHRING FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2131 HOLLYWOOD BLVD STE 505 | AddressLine1Txt |
| City | HOLLYWOOD | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9549205300 | RecipientPhoneNum |
| Form And Info And Materials | SEE FELLOWSHIP APPLICATION PROCEDURE ATTACHED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEHRING GLOBAL EDUCATION FOUNDATION | |||||||
| 3820 BLACKHAWK ROAD | DANVILLE CA | CA | 94503 | AFFILIATED ORGANIZATION | 501C3 | FUNDING OF MUSEUMEXHIBIT AND BUILDING OF THE CHINA MUSEUMS PROJECT | $1,477,448 |
| ROTARY CLUB OF DANVILLE | |||||||
| PO BOX 224 | DANVILLE | CA | 94526 | NONE | 501C3 | HELP FUND VARIOUS ROTARY ACTIVITIES AROUND DANVILLE | $1,000 |
| STUDENTS RISING ABOVE | |||||||
| PO BOX 29174 | SAN FRANCISCO | CA | 94129 | NONE | 501C3 | HELP LOW-INCOME HIGH SCHOOL STUDENTS ATTEND AND GRADUATE FROM COLLEGE | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,479,048 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $62 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,862 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,403 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $58,813 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,465 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $61,820 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,285 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lender Person | KENNETH E BEHRING | LenderPersonNm |
| Title | TRUSTEE | TitleTxt |
| Loan Original | $150,000 | LoanOriginalAmt |
| Balance Due | $107,854 | BalanceDueAmt |
| Note | 2015-01 | NoteDt |
| Repayment Terms | NONE | RepaymentTermsTxt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | OPERATING CAPITAL | LoanPurposeTxt |
| Lender Consideration | NONE | LenderConsiderationDesc |
| Consideration FMV | $107,854 | ConsiderationFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| EOYFMVEOYFMVAmt | DescDesc | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| $57 | ||
| due from jp morgan | $57 | |
| Rounding | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| OFFICE | $288 |
| PERMIT | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $2,924 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,459 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $7,689 | Amt |
| Net Investment Income | $3,845 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,844 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FRANCHISE TAX BOARD | $87 |
| IRS FORM 990-T | $138 |
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