BETA

STUART S FLAMBERG FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
STUART S FLAMBERG FOUNDATION (EIN 22-3755887)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-11
IRS object ID
201603169349100920
Schema version
2015v2.0
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)
Return2016-11-11T11:28:32-08:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSteven A CalvelliPreparerPersonNm
PTINP00743856PTIN
Phone9084847700PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$406,863FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,164ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$7,708DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,708DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,708DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$193,335NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$363,741GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$193,335CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$193,335NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$226,207TotalRevAndExpnssAmt
Total Net Invst Incm$201,043TotalNetInvstIncmAmt
Total Adj Net Incm$201,043TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,600AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$30OtherProfFeesRevAndExpnssAmt
Interest Rev And Expnss$1,063InterestRevAndExpnssAmt
Taxes Rev And Expnss$145TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,838TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,338TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$16,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$206,869ExcessRevenueOverExpensesAmt
Net Investment Income$201,043NetInvestmentIncomeAmt
Adjusted Net Income$201,043AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,094SavAndTempCashInvstBOYAmt
Corporate Stock BOY$138,914CorporateStockBOYAmt
Corporate Stock EOY$311,283CorporateStockEOYAmt
Corporate Stock EOYFMV$406,863CorporateStockEOYFMVAmt
Total Assets BOY$143,008TotalAssetsBOYAmt
Total Assets EOY$311,283TotalAssetsEOYAmt
Total Assets EOYFMV$406,863TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$143,008CapitalStockBOYAmt
Capital Stock EOY$311,283CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$143,008TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$311,283TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$143,008TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$311,283TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$143,008TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$206,869ExcessRevenueOverExpensesAmt
Subtotal$349,877SubtotalAmt
Other Decreases$38,594OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$311,283TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyFidelityPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2015-01-01AcquiredDt
Sold2014-12-31SoldDt
Gross Sales Price$363,741GrossSalesPriceAmt
Cost Or Other Basis$170,406CostOrOtherBasisAmt
Gain Or Loss$193,335GainOrLossAmt
Gains Minus Excess Or Losses$193,335GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$193,335CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$193,335NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$294,695NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.02545DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,908AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$189,276NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04178DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,327AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$170,286NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04890DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,837AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$141,537NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05537DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,239AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$141,061NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.03714DistributionYr5Rt
Total Distribution0.208641TotalDistributionRt
Average Distribution0.041728AverageDistributionRt
Net Vl Noncharitable Assets$429,063NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$17,904AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,010NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$19,914AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$16,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,021InvestmentIncomeExciseTaxAmt
Subtotal$4,021SubtotalAmt
Tax Based On Investment Income$4,021TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$4,000AppliedToEsTaxAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3EsPenaltyAmt
Tax Due$24TaxDueAmt

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$435,597AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$435,597TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$435,597AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,534CashDeemedCharitableAmt
Net Vl Noncharitable Assets$429,063NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,453MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,453MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,021TaxBasedOnInvestmentIncomeAmt
Total Tax$4,021TotalTaxAmt
Distributable Before Adj$17,432DistributableBeforeAdjAmt
Distributable Before Ded$17,432DistributableBeforeDedAmt
Distributable As Adjusted$17,432DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,500ExpensesAndContributionsAmt
Qualifying Distributions$16,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$16,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,432DistributableAsAdjustedAmt
Undistributed Income PY$14,492UndistributedIncomePYAmt
Qualifying Distributions$16,500QualifyingDistributionsAmt
Applied To Year1$14,492AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,008AppliedToCurrentYearAmt
Undistributed Income CY$15,424UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NYU Stern School
PO Box 837New YorkNY10009CharityPCGeneral purposes$15,000
Cancer Research Institute
55 BroadwayNew YorkNY10006CharityPCGeneral purposes$500
Save US Pets Foundation
PO Box 7961ShrewsburyNJ07702CharityPCGeneral purposes$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,708RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$193,335RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$201,043RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$201,043TotalIncomeProducingActyAmt

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$25,164TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property200 shs. LearNoncashPropertyDesc
Fair Market Value$25,164FairMarketValueAmt
Received2015-12-23ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUnrealized depreciation on contributed stockDesc
Amt$38,594Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
Amt$30Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$145Amt

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