BARBARA A STIEFEL FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BARBARA A STIEFEL FOUNDATION INC (EIN 27-0878154)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201623209349103137
- Schema version
- 2015v2.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T15:31:37-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKOWITZ POLLACK BRANT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S BISCAYNE BLVD SIXTH FLOOR | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270878154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barbara A Stiefel Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JEFFREY M MUTNIK CPA | InCareOfNm |
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 3053799164 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o BPB 200 S Biscayne Blvd 6FL | AddressLine1Txt |
| City | Miami | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIK SCHMOLLINGER | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 3053799164 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Adam Cohen CPA | PreparerPersonNm |
| PTIN | P00541985 | PTIN |
| Phone | 3053797000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,783,942 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,597 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,597 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,097 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,097 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,635 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,697,052 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,635 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $125,329 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $125,329 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $12,858 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $12,858 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,493 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,493 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,135 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $366 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,155 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,155 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,472 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,972 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $84,113 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,338 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,506 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $185,113 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,338 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $132,506 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,784 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,991 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $256,894 | CashBOYAmt |
| Cash EOY | $96,816 | CashEOYAmt |
| Cash EOYFMV | $96,816 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $300,080 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $1,464,580 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $1,464,580 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $2,230,493 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,165,973 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,222,546 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,787,467 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,727,369 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,783,942 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,787,467 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,727,369 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,787,467 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,727,369 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,787,467 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,727,369 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,787,467 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,784 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,727,683 | SubtotalAmt |
| Other Decreases | $314 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,727,369 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEI SEE ATTACHMENT A | P | $1,068,352 | $1,051,821 | $19,264 | $16,531 |
| SEI SEE ATTACHMENT B | P | $628,700 | $564,035 | $66,371 | $64,665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,635 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $887,660 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,796,263 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.49417 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $364,861 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $988,923 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.368948 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $682,763 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,202,685 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.567699 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $759,170 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,863,443 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.407402 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $520,959 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $160,640 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.243022 | DistributionYr5Rt |
| Total Distribution | 5.081241 | TotalDistributionRt |
| Average Distribution | 1.016248 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,271,810 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,308,722 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,060 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,309,782 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $132,506 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,120 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,120 | SubtotalAmt |
| Tax Based On Investment Income | $2,120 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $53 | EsPenaltyAmt |
| Tax Due | $2,173 | TaxDueAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 | JEFFREY M MUTNIK CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3053797000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BPB 200 S BISCAYNE BLVD 6TH | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Barbara A Stiefel | ||||||||
| c/o Berkowitz Pollack Brant LLP | Miami | FL | 33131 | President/Treasurer/Director | 2.5 | $0 | $0 | $0 |
| Christine E Stiefel | ||||||||
| c/o Berkowitz Pollack Brant LLP | Miami | FL | 33131 | Vice President/Director | 1.25 | $0 | $0 | $0 |
| Erik Schmollinger | ||||||||
| c/o Berkowitz Pollack Brant LLP | Miami | FL | 33131 | Secretary/Director | 1.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,146,115 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,291 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,306,406 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,306,406 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,596 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,271,810 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,591 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,591 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,120 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,120 | TotalTaxAmt |
| Distributable Before Adj | $111,471 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $111,471 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $111,471 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $132,506 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $132,506 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $132,506 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,471 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $512,927 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $671,751 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $623,457 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $316,716 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $809,587 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,934,438 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $132,506 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $111,471 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,035 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,955,473 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $512,927 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,442,546 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $671,751 | ExcessFromYear4Amt |
| Excess From Year3 | $623,457 | ExcessFromYear3Amt |
| Excess From Year2 | $316,716 | ExcessFromYear2Amt |
| Excess From Year1 | $809,587 | ExcessFromYear1Amt |
| Excess From Current Year | $21,035 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARBARA A STIEFEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL FOUNDATION FOR DERMATOLOGY | ||||||||
| WILLIAM HOUSE 4 FITZROY SQUARE | LONDON | UK | W1T 5HQ | No Relationship | NC | USED TOWARDS THE CONSTRUCTION OF A DERMATOLOGY WARD AND BURN UNIT AT THE KILIMANJARO CHRISTIAN MEDICAL CENTER IN MOSHI, TANZANIA. {TAX EXEMPT UNDER LAWS OF UNITED KINGDOM}- See Attached Statement Pursuant to IRC 53.4945-(D)(2). | $86,000 | |
| Solid' Africa | ||||||||
| PO Box 1053 | Kigali | RW | No Relationship | NC | GRANT WILL USED TO PROVIDE FUNDS FOR THE INSTALLATION OF A WATER FILTRATION SYSTEM AND TO HELP EDUCATE AND CREATE BEHAVIORAL CHANGES AMONG PATIENTS, CARE GIVERS AND HOSPITAL PERSONNEL IN RELATION TO CLEAN WATER IN RWANDA, AFRICA. EXPENDITURE RESPONSIBILITY UNDERTAKEN - SEE ATTACHED STATEMENT PURSUANT TO IRC 53.4945-5(D)(2) | $15,000 | Africa | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,597 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,097 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,635 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $125,329 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $125,329 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEI | StockNm |
| EOY Book Value | $1,165,973 | EOYBookValueAmt |
| EOYFMV | $1,222,546 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENCY TRANSLATION | Desc |
| Amt | $314 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $361 | $361 |
| INVESTMENT MANAGEMENT FEES | $13,611 | $13,611 |
| OTHER EXPENSES | $21,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $11,493 | Amt |
| Disbursements Charitable Prps | $11,493 | DisbursementsCharitablePrpsAmt |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | BARBARA A STIEFEL | BorrowerPersonNm |
| Loan Original | $300,000 | LoanOriginalAmt |
| Balance Due | $1,464,580 | BalanceDueAmt |
| Note | 2014-10 | NoteDt |
| Repayment Terms | ON DEMAND | RepaymentTermsTxt |
| Loan Purpose | DEPOSIT IN TRANSIT | LoanPurposeTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX FEE ON INTEREST | $366 | $366 |
| FEDERAL TAXES | $11,769 |
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