BETA

HELPING HAND FOUNDATION TR: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
HELPING HAND FOUNDATION TR (EIN 13-7409533)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-10-24
IRS object ID
201722979349100207
Schema version
2016v3.1
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)
Return2017-10-24T12:22:41-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Berdon LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1360 Madison AveAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137409533EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HELPING HAND FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BERDON LLPInCareOfNm
Business Name ControlHELPBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line158 dawn habor laneAddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCTStateAbbreviationCd
ZIP06878ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN WEINERPersonNm
Person TitlepresidentPersonTitleTxt
Phone2128320400PhoneNum
Signature2017-10-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT DITMANPreparerPersonNm
PTINP00818407PTIN
Phone2128320400PhoneNum
Preparation2017-10-27PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$205,646FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,217ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$56InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$56InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,273TotalRevAndExpnssAmt
Total Net Invst Incm$56TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$4,217AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$4,217AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$10,000TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$14,217TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,217TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$412,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$412,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$426,967TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$416,967TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$422,694ExcessRevenueOverExpensesAmt
Net Investment Income$56NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$628,340SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$205,646SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$205,646SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$628,340TotalAssetsBOYAmt
Total Assets EOY$205,646TotalAssetsEOYAmt
Total Assets EOYFMV$205,646TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$628,340RetainedEarningBOYAmt
Retained Earning EOY$205,646RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$628,340TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$205,646TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$628,340TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$205,646TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$628,340TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$422,694ExcessRevenueOverExpensesAmt
Subtotal$205,646SubtotalAmt
Tot Net Ast Or Fund Balances EOY$205,646TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$355,477AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$146,755NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.422248DistributionYr1Rt
Adjusted Qlfy Distri Yr2$263,920AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$220,745NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.195588DistributionYr2Rt
Adjusted Qlfy Distri Yr3$266,327AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$103,456NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.574302DistributionYr3Rt
Adjusted Qlfy Distri Yr4$208,680AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$46,084NetVlNoncharitableAssetsYr4Amt
Distribution Yr44.528253DistributionYr4Rt
Adjusted Qlfy Distri Yr5$196,190AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$28,779NetVlNoncharitableAssetsYr5Amt
Distribution Yr56.817124DistributionYr5Rt
Total Distribution17.537515TotalDistributionRt
Average Distribution3.507503AverageDistributionRt
Net Vl Noncharitable Assets$524,236NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,838,759AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,838,760AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$416,967QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1InvestmentIncomeExciseTaxAmt
Subtotal$1SubtotalAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,244EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,244TotalPaymentsAndCreditsAmt
Overpayment$5,243OverpaymentAmt
Applied To ES Tax$5,243AppliedToESTaxAmt

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 StateCTOrgReportOrRegisterStateCd
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 Line1BERDON LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2128320400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1360 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd

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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JONATHAN B WEINER
58 DAWN HARBOR LANERIVERSIDECT06878TRUSTEE as required0$0$0$0
JILL WEINER
58 DAWN HARBOR LANERIVERSIDECT06878TRUSTEE as required0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$532,219AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$532,219TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$532,219AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,983CashDeemedCharitableAmt
Net Vl Noncharitable Assets$524,236NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,212MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,212MinimumInvestmentReturnAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Total Tax$1TotalTaxAmt
Distributable Before Adj$26,211DistributableBeforeAdjAmt
Distributable Before Ded$26,211DistributableBeforeDedAmt
Distributable As Adjusted$26,211DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$416,967ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$416,967QualifyingDistributionsAmt
Adjusted Qualifying Distri$416,967AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,211DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$194,751ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$206,376ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$261,154ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$252,883ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$355,477ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,270,641TotalExcessDistributionCyovAmt
Qualifying Distributions$416,967QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$26,211AppliedToCurrentYearAmt
Remaining Distri From Corpus$390,756RemainingDistriFromCorpusAmt
Total Corpus$1,661,397TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$194,751ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,466,646ExcessDistriCyovToNextYrAmt
Excess From Year4$206,376ExcessFromYear4Amt
Excess From Year3$261,154ExcessFromYear3Amt
Excess From Year2$252,883ExcessFromYear2Amt
Excess From Year1$355,477ExcessFromYear1Amt
Excess From Current Year$390,756ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJONATHAN B WEINERContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
St Vincent's Medical Center
2800 MAIN STREETBRIDGEPORTCT06606GENERAL CHARITABLE$15,000
Whitehead Institute
9 Cambridge CenterCambridgeMA02142GENERAL CHARITABLE$10,000
Greenwich Hospital
5 Perryridge RdGreenwichCT06830GENERAL CHARITABLE$25,000
Stamford Hospital
1 Hospital PlazaStamfordCT06902GENERAL CHARITABLE$20,000
Alan T Brown
19 W 44th St 1519New YorkNY10036GENERAL CHARITABLE$5,000
SOUND BEACH VOLUNTEER FIRE DEPARTMENT
Sound Beach AveOld GreenwichCT06870GENERAL CHARITABLE$250
JAFCO
4200 NORTH UNIVERSITY DRIVESUNRISEFL33351GENERAL CHARITABLE$10,000
ALZHEIMER ASSOCIATION
225 N Michigan Ave Fl 17ChicagoIL60601GENERAL CHARITABLE$1,000
REACH PREP
1 Dock St 100StamfordCT06902GENERAL CHARITABLE$2,000
GREENWICH COUNTRY DAY SCH
401 Old Church RdGreenwichNY06830GENERAL CHARITABLE$40,800
GREENWICH UNITED WAY
ONE LAFAYETTE COURTGreenwichCT06830GENERAL CHARITABLE$204,700
IMPACT FAIRFIELD COUNTY
PO BOX 7666GREENWICHCT06836GENERAL CHARITABLE$2,000
MULTIPLE MYELOMA RESEARCH
383 Main Ave 5NorwalkCT06851GENERAL CHARITABLE$1,500
RANDALLS ISLAND SPORTS FUND
24 WEST 61ST STREET 4TH FLOORNEW YORKNY10023GENERAL CHARITABLE$75,000
BOYS AND GIRL CLUB OF GREENWICH
4 Horseneck LnGreenwichCT06830GENERAL CHARITABLE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$412,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56ExclusionAmt
FieldValueIRS element (for citing)
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$56ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$56TotalIncomeProducingActyAmt

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 FEECategoryTxt
Amt$4,217Amt
Disbursements Charitable Prps$4,217DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryUS TREASURYCategoryTxt
Amt$10,000Amt

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