BEHRING FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BEHRING FOUNDATION (EIN 68-0306096)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-24
- IRS object ID
- 201611459349100606
- 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
- Form 990-PF
- Accounting Fees Schedule
- Loans From Officers Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-24T09:19:33-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elliot D Stein CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2131 Hollywood Blvd 505 | AddressLine1Txt |
| City | Hollywood | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33020 | 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 | 680306096 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEHRING FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEHR | BusinessNameControlTxt |
| Phone | 9257369816 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 807 | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94526 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH E BEHRING | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2016-05-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLIOT D STEIN CPA | PreparerPersonNm |
| PTIN | P00013780 | PTIN |
| Phone | 9549205300 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,905,722 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $30 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $14,950 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,950 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,950 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $169,474 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $169,767 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $169,474 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $54,988 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $24,746 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,873 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $209,200 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $198,327 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $69,968 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $7,874 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,937 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,937 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $13,439 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $549 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $21,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,937 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,937 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $759,197 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $759,197 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $781,059 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,937 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,937 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $759,197 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$571,859 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $194,390 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $66,031 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $87,905 | CashBOYAmt |
| Cash EOY | $58,381 | CashEOYAmt |
| Cash EOYFMV | $58,381 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $538,797 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $508,149 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $508,149 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,736,362 | CorporateStockBOYAmt |
| Other Investments EOY | $1,377,822 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,339,192 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Total Assets BOY | $2,363,065 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,944,353 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,905,722 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $150,000 | LoansFromOfficersEOYAmt |
| Other Liabilities EOY | $3,147 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $153,147 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,363,065 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,791,206 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,363,065 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,791,206 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,363,065 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,944,353 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,363,065 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$571,859 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,791,206 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,791,206 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| K-1 BLACKSTONE SHORT TERM CAPITAL LOSS UBIT | P | 2015-01-01 | 2015-12-31 | $280 | -$280 | -$280 | |
| K-1 BLACKSTONE LONG TERM CAPITAL GAIN UBIT | P | 2014-01-01 | 2015-12-31 | $418 | $418 | $418 | |
| K-1 BLACKSTONE SEC 1231 GAIN UBIT | P | 2014-01-01 | 2015-12-31 | $8,522 | $8,522 | $8,522 | |
| K-1 BLACKSTONE GAIN SALE OF PARTNERSHIP UBIT | P | 2014-01-01 | 2015-12-31 | $1,307 | $1,307 | $1,307 | |
| K-1 BLACKSTONE SHORT TERM CAPITAL LOSS | P | 2015-01-01 | 2015-12-31 | $13 | -$13 | -$13 | |
| K-1 BLACKSTONE LONG TERM CAPITAL GAIN | P | 2014-01-01 | 2015-12-31 | $59,387 | $59,387 | $59,387 | |
| K-1 BLACKSTONE SEC 1231 GAIN | P | 2014-01-01 | 2015-12-31 | $6,079 | $6,079 | $6,079 | |
| K-1 BLACKSTONE SALE OF PARTNERSHIP | P | 2014-01-01 | 2015-12-31 | $746 | $746 | $746 | |
| K-1 BLACKSTONE SALE OF PARTNERSHIP SHORT TERM | P | 2015-01-01 | 2015-12-31 | $14 | $14 | $14 | |
| SEE ATTACHED FIDELITY 7862 | P | 2014-01-01 | 2015-12-31 | $8,551 | $8,551 | $8,551 | |
| SEE ATTCHED FIDELITY 7862 | P | 2015-01-01 | 2015-12-31 | $31,715 | $31,715 | $31,715 | |
| BLACKSTONE FIDELITY BLACKSTONE | P | 2015-01-01 | 2015-12-31 | $23,534 | $23,534 | $23,534 | |
| FIDELITY CAPITAL GAIN DIVIDEND | P | 2014-01-01 | 2015-01-01 | $5 | $5 | $5 | |
| TAMARAC LONG TERM | P | 2014-01-01 | 2015-12-31 | $10,439 | $10,439 | $10,439 | |
| FIDELITY PJT/BL PJT BASIS ADJUSTMENT PER K-1 BLACKSTONE | P | 2014-10-08 | 2015-11-03 | $19,050 | $19,050 | $19,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $169,474 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $54,988 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $740,423 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,810,300 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.26347 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $105,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,834,656 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03732 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,925 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,019,457 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.00073 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,415,446 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.00244 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $180,970 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,993,863 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04531 | DistributionYr5Rt |
| Total Distribution | 0.349267 | TotalDistributionRt |
| Average Distribution | 0.069853 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,334,179 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $163,049 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,944 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $164,993 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $759,197 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,944 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,944 | SubtotalAmt |
| Tax Based On Investment Income | $1,944 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,190 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,190 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $10,246 | OverpaymentAmt |
| Applied To ES Tax | $5,000 | AppliedToESTaxAmt |
| Refund | $5,246 | RefundAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | ELLIOT D STEINCPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9549205300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2131 HOLLYWOOD BLVD 505 | AddressLine1Txt |
| City | HOLLYWOOD | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DAVID E BEHRING | ||||||
| 2131 HOLLYWOOD BLVD SUITE 505 | HOLLYWOOD | FL | 33020 | FORMER TRUSTEE | 0.00 | $0 |
| KENNETH E BEHRING | ||||||
| 2131 HOLLYWOOD BLVD SUITE 505 | HOLLYWOOD | FL | 33020 | TRUSTEE | 0.00 | $0 |
| STEPHEN BEINKE | ||||||
| 3820 BLACKHAWK ROAD | DANVILLE | CA | 94506 | FORMER TRUSTEE | 0.00 | $0 |
| ELLIOT D STEIN | ||||||
| 2131 HOLLYWOOD BLVD 505 | HOLLYWOOD | FL | 33020 | SUCCESSOR TRUST | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,088,578 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $281,147 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,369,725 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,369,725 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,546 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,334,179 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,709 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,709 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,944 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,944 | TotalTaxAmt |
| Distributable Before Adj | $114,765 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $114,765 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $114,765 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $759,197 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $759,197 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,944 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $757,253 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,765 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $623,448 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $623,448 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $759,197 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $114,765 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $644,432 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,267,880 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,267,880 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $623,448 | ExcessFromYear1Amt |
| Excess From Current Year | $644,432 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH E BEHRING | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE BEHRING FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2131 HOLLYWOOD BLVD STE 505 | AddressLine1Txt |
| City | HOLLYWOOD | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9549205300 | RecipientPhoneNum |
| Form And Info And Materials | SEE FELLOWSHIP APPLICATION PROCEDURE ATTACHED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DANVILLESYCAMORE VALLEY ROTARY | |||||||
| 696 SAN RAMON VALLEY BLVD STE 332 | DANVILLE CA | CA | 94526 | NONE | 501C3 | TO HELP FUND THE ROTARY COMMUNITY SERVICE PROJECTS IN THE SYCAMORE VALLEY | $1,000 |
| BEHRING GLOBAL EDUCATION FOUNDATION | |||||||
| 3820 BLACKHAWK ROAD | DANVILLE CA | CA | 94503 | AFFILIATED ORGANIZATION | 501C3 | FUNDING OF MUSEUMEXHIBIT AND BUILDING OF THE CHINA MUSEUMS PROJECT | $758,197 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $759,197 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,950 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $906 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,840 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,967 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,453 | ExclusionAmt |
| Related Or Exempt Function Incm | $94,054 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $10,873 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $104,273 | ExclusionAmt |
| Related Or Exempt Function Incm | $94,054 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $209,200 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,874 | Amt |
| Net Investment Income | $3,937 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,937 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lender Person | KENNETH E BEHRING | LenderPersonNm |
| Title | TRUSTEE | TitleTxt |
| Balance Due | $150,000 | BalanceDueAmt |
| Note | 2015-01 | NoteDt |
| Repayment Terms | NONE | RepaymentTermsTxt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | OPERATING CAPITAL | LoanPurposeTxt |
| Lender Consideration | NONE | LenderConsiderationDesc |
| Consideration FMV | $150,000 | ConsiderationFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| OFFICE | $399 |
| REGITRY CHARITABLE TRUSTS | $150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $24,746 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,873 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFLIATED COMPANY | Desc |
| EOY Book Value | $3,147 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FRANCHISE TAX BOARD | $245 |
| IRS FORM 990-PF | $13,004 |
| IRS FORM 990-T | $190 |
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