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THE RIEBMAN FAMILY FUND INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE RIEBMAN FAMILY FUND INC (EIN 23-7806313)
Tax period
2015-05-01 to 2016-04-30
Filed
2016-07-12
IRS object ID
201641949349100854
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-07-12T16:16:37-05:00ReturnTs
Tax Period End2016-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232866276PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STROUSS HUI ROOMBERG ELLIS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 GREENWOOD AVENUE SUITE 202AddressLine1Txt
CityJENKINTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190462634ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237806313EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RIEBMAN FAMILY FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRIEBBusinessNameControlTxt
Phone6105069270PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11515 LOCUST STREET UNIT 801AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA RIEBMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6107470435PhoneNum
Signature2016-06-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALAN I ROOMBERGPreparerPersonNm
PTINP00184733PTIN
Phone2158863100PhoneNum
Preparation2016-06-02PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$91,975FMVAssetsEOYAmt
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$6,845InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,845InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6,845InterestOnSavingsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$14,282NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$63,116GrossSalesPriceAmt
Total Rev And Expnss-$7,437TotalRevAndExpnssAmt
Total Net Invst Incm$6,845TotalNetInvstIncmAmt
Total Adj Net Incm$6,845TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$15TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$20OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$785TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,025ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,025ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,810TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,025TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,247ExcessRevenueOverExpensesAmt
Net Investment Income$6,845NetInvestmentIncomeAmt
Adjusted Net Income$6,845AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,900SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,020SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,020SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$98,427CorporateBondsBOYAmt
Corporate Bonds EOY$80,341CorporateBondsEOYAmt
Corporate Bonds EOYFMV$75,955CorporateBondsEOYFMVAmt
Total Assets BOY$109,327TotalAssetsBOYAmt
Total Assets EOY$96,361TotalAssetsEOYAmt
Total Assets EOYFMV$91,975TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$109,327UnrestrictedBOYAmt
Unrestricted EOY$96,361UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$109,327TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$96,361TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$109,327TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$96,361TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$109,327TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,247ExcessRevenueOverExpensesAmt
Subtotal$98,080SubtotalAmt
Other Decreases$1,719OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$96,361TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,730AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$98,137NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.038008DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,212AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$98,498NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.032610DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$106,914NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.042090DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,085AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$103,526NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.039459DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,675AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$102,710NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.035780DistributionYr5Rt
Total Distribution0.187947TotalDistributionRt
Average Distribution0.037589AverageDistributionRt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$68NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$68AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,025QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$68InvestmentIncomeExciseTaxAmt
Subtotal$68SubtotalAmt
Tax Based On Investment Income$68TaxBasedOnInvestmentIncomeAmt
Tax Due$68TaxDueAmt

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 StatePAOrgReportOrRegisterStateCd
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
Individual With BooksTRUSTEEIndividualWithBooksNm
Phone6105069270PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11515 LOCUST STREETAddressLine1Txt
Address Line2UNIT 801AddressLine2Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd
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
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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
BARBARA RIEBMAN
1515 LOCUST STPHILADELPHIAPA19102PRESIDENT1.00$0$0$0
ALEXANDER SHOULSON
1515 LOCUST STREETPHILADELPHIAPA19102VICE PRESIDE1.00$0$0$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)
Description1THE FOUNDATION IS A PRIVATE, NON OPERATING FOUNDATION AND, AS SUCH, ITS ONLY ACTIVITY IS TO MAKE GRANTS OR CONTRIBUTIONS TO OTHER ORGANIZATIONS, PRINCIPALLY TO PUBLIC CHARITIES.Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$68TaxBasedOnInvestmentIncomeAmt
Total Tax$68TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,025ExpensesAndContributionsAmt
Qualifying Distributions$3,025QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$68PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,957AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$987UndistributedIncomePYAmt
Qualifying Distributions$3,025QualifyingDistributionsAmt
Applied To Year1$987AppliedToYear1Amt
Remaining Distri From Corpus$2,038RemainingDistriFromCorpusAmt
Total Corpus$2,038TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,038ExcessDistriCyovToNextYrAmt
Excess From Current Year$2,038ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PASADO'S SAFE HAVEN
PO BOX 171SULTANWA98294NONEPUBLICGENERAL OPERATING FUND$500
PIGS PEACE SANCTUARY
PO BOX 295STANWOODWA98292NONEPUBLICGENERAL OPERATING FUND$500
OLD DOG HAVEN
621 SR 9 NE PMB A4LAKE STEVENSWA98258NONEPUBLICGENERAL OPERATING FUND$500
KITTY COTTAGE
317 WEST JOHNSON HIGHWAYEAST NORRITONPA19401NONEPUBLICGENERAL OPERATING FUND$1,500
LOVELADIES HARBOR ORG
PO BOX 305HARVEY CEDARSNJ08008NONEPUBLICGENERAL OPERATING FUND$25
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,025TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,845RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$14,282RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$7,437RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$7,437TotalIncomeProducingActyAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$750Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
15 K CITIGROUP FDG INC SECURED2013-05PURCHASE2015-10$10,494$14,931-$4,437
20K GOLDMAN SACHS GROUP2012-11PURCHASE2015-08$15,594$20,006-$4,412
15K SG STRUCTERED PRODS2013-01PURCHASE2015-07$11,769$14,931-$3,162
15K BARCLAY2015-07PURCHASE2016-02$12,669$12,530$139
15K BARCLAYS BK PLCPURCHASE2016-04$12,590$15,000-$2,410

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
20K GOLDMAN SACHS GROUP
20K GARZA CNTY$14,318$15,319
15K SG STRUCTURED PRODS
15K GTE NORTH$14,687$11,925
15K CITIGROUP
15K BARCLAYS BK
20K MORGAN STANLEY$16,406$15,000
15K LLOYDS TSB BK PLC$11,781$11,400
15K BANK AMER CORP$12,681$12,600
15K LLOYDS TSB BANK PLC$10,468$9,711

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
DECREASE IN FMV OF BONDS$1,529
990PF EXPENSE$190

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
CHECKS$20

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPA DISCLOSURE FEECategoryTxt
Amt$15Amt

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