BETA

STUART S FLAMBERG FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
STUART S FLAMBERG FOUNDATION (EIN 22-3755887)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-09
IRS object ID
201503139349100800
Schema version
2014v5.0
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)
Return2015-11-09T13:46:55-08:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSteven A CalvelliPreparerPersonNm
PTINP00743856PTIN
Phone9084847700PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$464,330FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$150,251ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,569DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,569DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,569DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$2,697NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,055GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,697CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$157,517TotalRevAndExpnssAmt
Total Net Invst Incm$7,266TotalNetInvstIncmAmt
Total Adj Net Incm$4,569TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,600AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$120TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,720TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,220TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$148,297ExcessRevenueOverExpensesAmt
Net Investment Income$7,266NetInvestmentIncomeAmt
Adjusted Net Income$4,569AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,592SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,094SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,094SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$90,399CorporateStockBOYAmt
Corporate Stock EOY$138,914CorporateStockEOYAmt
Corporate Stock EOYFMV$460,236CorporateStockEOYFMVAmt
Total Assets BOY$92,991TotalAssetsBOYAmt
Total Assets EOY$143,008TotalAssetsEOYAmt
Total Assets EOYFMV$464,330TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$83,829CapitalStockBOYAmt
Capital Stock EOY$143,008CapitalStockEOYAmt
Retained Earning BOY$9,162RetainedEarningBOYAmt
Tot Net Ast Or Fund Balances BOY$92,991TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$143,008TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$92,991TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$143,008TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$92,991TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$148,297ExcessRevenueOverExpensesAmt
Subtotal$241,288SubtotalAmt
Other Decreases$98,280OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$143,008TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyFidelityPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2002-01-01AcquiredDt
Sold2014-12-29SoldDt
Gross Sales Price$3,055GrossSalesPriceAmt
Cost Or Other Basis$358CostOrOtherBasisAmt
Gain Or Loss$2,697GainOrLossAmt
Gains Minus Excess Or Losses$2,697GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,697CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,908AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$189,276NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04178DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,327AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$170,286NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04890DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,837AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$141,537NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05537DistributionYr3Rt
Adjusted Qlfy Distri Yr4$5,239AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$141,061NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03714DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,451AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$114,022NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.06535DistributionYr5Rt
Total Distribution0.24854TotalDistributionRt
Average Distribution0.04971AverageDistributionRt
Net Vl Noncharitable Assets$294,695NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$14,649AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$73NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$14,722AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$145InvestmentIncomeExciseTaxAmt
Subtotal$145SubtotalAmt
Tax Based On Investment Income$145TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$100AppliedToEsTaxAmt
Total Payments And Credits$100TotalPaymentsAndCreditsAmt
Tax Due$45TaxDueAmt

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

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$295,840AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,343AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$299,183TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$299,183AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,488CashDeemedCharitableAmt
Net Vl Noncharitable Assets$294,695NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,735MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,735MinimumInvestmentReturnAmt
Tax Based On Investment Income$145TaxBasedOnInvestmentIncomeAmt
Total Tax$145TotalTaxAmt
Distributable Before Adj$14,590DistributableBeforeAdjAmt
Distributable Before Ded$14,590DistributableBeforeDedAmt
Distributable As Adjusted$14,590DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,500ExpensesAndContributionsAmt
Qualifying Distributions$7,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$7,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,590DistributableAsAdjustedAmt
Undistributed Income PY$7,402UndistributedIncomePYAmt
Qualifying Distributions$7,500QualifyingDistributionsAmt
Applied To Year1$7,402AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$98AppliedToCurrentYearAmt
Undistributed Income CY$14,492UndistributedIncomeCYAmt

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
CHABAD Jewish Center
14 South Holmdel RoadHolmdelNJ07733CharityPCGeneral purposes$5,000
Monmouth County SPCA
260 Wall StreetEantontownNJ07724CharityPCGeneral purposes$1,000
Notre Dame Academy of Staten Island
78-78 Howard AveStaten IslandNY10301CharityPCGeneral purposes$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,569RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,697RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,266RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,266TotalIncomeProducingActyAmt

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$150,251TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPublicly traded stockNoncashPropertyDesc
Fair Market Value$150,251FairMarketValueAmt

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 appreciation on contributed stockDesc
Amt$98,280Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

AmtAmt
$55
$65

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