STUART S FLAMBERG FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
STUART S FLAMBERG FOUNDATION (EIN 22-3755887)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201841349349103534
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T14:01:12-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSteven CalvelliPreparerPersonNm
PTINP00743856PTIN
Phone9084847700PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,140,913FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$206,518ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$16,457DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,457DividendsNetInvstIncmAmt
Dividends Adj Net Incm$16,457DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$124,829NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,280,329GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$124,829CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$108,716NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$347,804TotalRevAndExpnssAmt
Total Net Invst Incm$141,286TotalNetInvstIncmAmt
Total Adj Net Incm$125,173TotalAdjNetIncmAmt
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
Interest Rev And Expnss$7,443InterestRevAndExpnssAmt
Interest Net Invst Incm$7,443InterestNetInvstIncmAmt
Interest Adj Net Incm$7,443InterestAdjNetIncmAmt
Taxes Rev And Expnss$3,536TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$3,536TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,379TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,843TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$8,843TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,936TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$32,179TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,843TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$8,843TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$24,736TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$315,625ExcessRevenueOverExpensesAmt
Net Investment Income$132,443NetInvestmentIncomeAmt
Adjusted Net Income$116,330AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$605,694CorporateStockBOYAmt
Corporate Stock EOY$1,140,913CorporateStockEOYAmt
Corporate Stock EOYFMV$1,140,913CorporateStockEOYFMVAmt
Total Assets BOY$605,694TotalAssetsBOYAmt
Total Assets EOY$1,140,913TotalAssetsEOYAmt
Total Assets EOYFMV$1,140,913TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$605,694CapitalStockBOYAmt
Capital Stock EOY$1,140,913CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$605,694TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,140,913TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$605,694TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,140,913TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$605,694TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$315,625ExcessRevenueOverExpensesAmt
Other Increases$219,594OtherIncreasesAmt
Subtotal$1,140,913SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,140,913TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SchwabP2017-01-012017-01-01$632,087$574,556$57,531$57,531
SchwabP2017-01-012017-01-01$8,101$8,441-$340-$340
SchwabP2007-01-012017-01-01$37,849$53,347-$15,498-$15,498
SchwabP2007-01-012017-01-01$30,291$27,684$2,607$2,607
FidelityP2017-01-012017-01-01$489,951$438,426$51,525$51,525
FidelityP2007-01-012017-01-01$66,883$48,402$18,481$18,481
FidleityP2007-01-012017-01-01$15,167$4,644$10,523$10,523
FieldValueIRS element (for citing)
Capital Gain Net Income$124,829CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$108,716NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$15,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$514,565NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.03012DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$429,063NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.03846DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$294,695NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.02545DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,908AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$189,276NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04178DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,327AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$170,286NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04890DistributionYr5Rt
Total Distribution0.184709TotalDistributionRt
Average Distribution0.036942AverageDistributionRt
Net Vl Noncharitable Assets$819,182NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$30,262AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,324NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$31,586AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$24,736QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,649InvestmentIncomeExciseTaxAmt
Subtotal$2,649SubtotalAmt
Tax Based On Investment Income$2,649TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$76EsPenaltyAmt
Tax Due$2,725TaxDueAmt

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

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$831,657AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$831,657TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$831,657AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,475CashDeemedCharitableAmt
Net Vl Noncharitable Assets$819,182NetVlNoncharitableAssetsAmt
Minimum Investment Return$40,959MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$40,959MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,649TaxBasedOnInvestmentIncomeAmt
Total Tax$2,649TotalTaxAmt
Distributable Before Adj$38,310DistributableBeforeAdjAmt
Distributable Before Ded$38,310DistributableBeforeDedAmt
Distributable As Adjusted$38,310DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,736ExpensesAndContributionsAmt
Qualifying Distributions$24,736QualifyingDistributionsAmt
Adjusted Qualifying Distri$24,736AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,310DistributableAsAdjustedAmt
Undistributed Income PY$19,685UndistributedIncomePYAmt
Qualifying Distributions$24,736QualifyingDistributionsAmt
Applied To Year1$19,685AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,051AppliedToCurrentYearAmt
Undistributed Income CY$33,259UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHABAD Jewish Center
14 South Holmdel RoadHolmdelNJ07733CharityPCGeneral purposes$15,000
ASPCA
260 Wall StreetEantontownNJ07724CharityPCGeneral purposes$500
Notre Dame Academy of Staten Island
78-78 Howard AveStaten IslandNY10301CharityPCGeneral purposes$2,000
Flatbush Jewish Center
327 E 5th StreetBrooklynNY11218CharityPCGeneral Purposes$300
Home of the Sages of Israel
25 Willett StNew YorkNY10002CharityPCGeneral Purposes$200
St Hubert's
575 Woodland AveMadisonNJ07940CharityPCGeneral Purposes$750
Make a Wish
1347 Perrineville RdMonroe TwpNJ08831CharityPCGeneral Purposes$750
Fulfill Foodbank
3300 NJ-66Neptune CityNJ07753CharityPCGeneral Purposes$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$16,457RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$124,829RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$141,286RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$141,286TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonStuart S FlambergContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15 Tanglewood CourtAddressLine1Txt
CityColts NeckCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07722ZIPCd
FieldValueIRS element (for citing)
Total Contributions$206,518TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

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 Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescIncrease in asset valuesDesc
Amt$219,594Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$3,536Amt
Disbursements Charitable Prps$3,536DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.