BETA

PATRICIA R BEHRING FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PATRICIA R BEHRING FOUNDATION (EIN 45-5059768)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-02-23
IRS object ID
201720549349100507
Schema version
2016v3.0
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)
Return2017-02-23T12:19:45-08:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-02-23SignatureDt
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)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$165,826FMVAssetsEOYAmt
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$15InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$15InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$44DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44DividendsNetInvstIncmAmt
Dividends Adj Net Incm$44DividendsAdjNetIncmAmt
Total Rev And Expnss$59TotalRevAndExpnssAmt
Total Net Invst Incm$59TotalNetInvstIncmAmt
Total Adj Net Incm$59TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$201LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$6,597AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$660AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$5,517TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$652OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$12,967TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$660TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$271,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$271,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$284,467TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$660TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$271,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$284,408ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$59AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$443,025CashBOYAmt
Cash EOY$159,244CashEOYAmt
Cash EOYFMV$159,244CashEOYFMVAmt
Other Assets BOY$7,209OtherAssetsBOYAmt
Other Assets EOY$6,582OtherAssetsEOYAmt
Other Assets EOYFMV$6,582OtherAssetsEOYFMVAmt
Total Assets BOY$450,234TotalAssetsBOYAmt
Total Assets EOY$165,826TotalAssetsEOYAmt
Total Assets EOYFMV$165,826TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$450,234RetainedEarningBOYAmt
Retained Earning EOY$165,826RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$450,234TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$165,826TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$450,234TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$165,826TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$450,234TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$284,408ExcessRevenueOverExpensesAmt
Subtotal$165,826SubtotalAmt
Tot Net Ast Or Fund Balances EOY$165,826TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$131,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$106,657NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.23292DistributionYr1Rt
Adjusted Qlfy Distri Yr2$110,740AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$109,545NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.01091DistributionYr2Rt
Adjusted Qlfy Distri Yr3$112,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$94,187NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.19443DistributionYr3Rt
Adjusted Qlfy Distri Yr4$126,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$66,031NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.90820DistributionYr4Rt
Total Distribution5.346460TotalDistributionRt
Average Distribution1.336615AverageDistributionRt
Net Vl Noncharitable Assets$203,734NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$272,314AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$272,314AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$271,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$2,319EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,319TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$2,319OverpaymentAmt
Applied To ES Tax$2,319AppliedToESTaxAmt

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

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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PATRICIA R BEHRING FOUNDATION'S PURPOSE SHALL INCLUDE BUT SHALL NOT BE LIMITED TO, THE MAKING OF GRANTS, DONATIONS, GIFTS AND CONTRIBUTIONS FROM THE NET INCOME OR ASSETS FOR ANY LAWFUL CHARITABLE AND EDUCATIONAL ACTS OR ACTIVITIES..Description1Txt
Expenses1$271,500Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$206,837AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$206,837TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$206,837AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,103CashDeemedCharitableAmt
Net Vl Noncharitable Assets$203,734NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,187MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,187MinimumInvestmentReturnAmt
Distributable Before Adj$10,187DistributableBeforeAdjAmt
Distributable Before Ded$10,187DistributableBeforeDedAmt
Distributable As Adjusted$10,187DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$271,500ExpensesAndContributionsAmt
Qualifying Distributions$271,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$271,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,187DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$122,698ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$107,791ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$105,263ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$129,257ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$465,009TotalExcessDistributionCyovAmt
Qualifying Distributions$271,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,187AppliedToCurrentYearAmt
Remaining Distri From Corpus$261,313RemainingDistriFromCorpusAmt
Total Corpus$726,322TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$726,322ExcessDistriCyovToNextYrAmt
Excess From Year4$122,698ExcessFromYear4Amt
Excess From Year3$107,791ExcessFromYear3Amt
Excess From Year2$105,263ExcessFromYear2Amt
Excess From Year1$129,257ExcessFromYear1Amt
Excess From Current Year$261,313ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NATIONAL HISTORY DAY
0119 CECIL HALL UNIV OF MARYLANDCOLLEGE PARKMD20742NONE501C3TO SPONSOR THE PATRICIA BEHRING TEACHER AWARDS TO RECOGNIZE TEACHERS WHO GO ABOVE AND BEYOND THE CALL OF DUTY$251,000
DISCOVERY CONUNSELING CENTER OF THE SAN
115A TOWN COUNTRY DRIVEDANVILLECA94526NONE501C3HELP PROVIDE IN SCHOOL COUNSELING TO CHILDREN$10,000
CHILDREN OF GRACE
PO BOX 2394DANVILLECA94526NONE501C3TO SPONSOR EDUCATIONAL NEEDS OF STUDENT IN UGANDA$500
CONTRA COSTA OFFICE OF EDUCATION
77 SANTA BARBARA ROADPLEASANT HILLCA94523NONEPCNATIONAL HISTORY DAY GRANT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$271,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$59ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$59TotalIncomeProducingActyAmt

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)
Amt$6,597Amt
Net Investment Income$660NetInvestmentIncomeAmt
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$2,194DeductionForPriorYearsAmt
Amortization Period15.0000AmortizationPeriodRt
Current Year Amortization$627CurrentYearAmortizationAmt
Total Amortization$2,821TotalAmortizationAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Legal Fees$201LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescNet Intangible AssetsDesc
BOY Book Value$7,209BOYBookValueAmt
EOY Book Value$6,582EOYBookValueAmt
EOYFMV$6,582EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Amortization$627
annual report$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmt
Californin RRF-1 2015$75
franchise tax board form 199$10
irs 2016$2,319
irs bal due 2015$3,113

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