FRADIN FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FRADIN FAMILY FOUNDATION (EIN 05-0481553)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-02-13
- IRS object ID
- 201300449349100400
- Schema version
- 2011v1.5
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-13T10:17:24-06:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSENSTEIN HALPER & MASELLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 DRYDEN LANE | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02904 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050481553 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRADIN FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O ROSENSTEINHALPER & MASELLILLP | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRAD | NameControl |
| Phone | 4013316851 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 DRYDEN LANE | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02904 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANK G HALPER | Name |
| Title | TREASURER | Title |
| Phone | 4013316851 | Phone |
| Date Signed | 2013-01-22 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAY N ROSENSTEIN CPA | Name |
| Phone | 4013316851 | Phone |
| Date Prepared | 2013-01-22 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 27347 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 28 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 28 | InterestOnSavingsNetInvstIncm |
| Total Revenue And Expenses | 28 | TotalRevenueAndExpenses |
| Total Net Investment Income | 28 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 125 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 125 | AccountingFeesNetInvstIncm |
| Other Expenses Rev And Expnss | 50 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 50 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 175 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 175 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 175 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 175 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -147 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 27494 | CashBOY |
| Cash EOY | 27347 | CashEOY |
| Cash EOYFMV | 27347 | CashEOYFMV |
| Total Assets BOY | 27494 | TotalAssetsBOY |
| Total Assets EOY | 27347 | TotalAssetsEOY |
| Total Assets EOYFMV | 27347 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 27494 | UnrestrictedBOY |
| Unrestricted EOY | 27347 | UnrestrictedEOY |
| Total Net Assets BOY | 27494 | TotalNetAssetsBOY |
| Total Net Assets EOY | 27347 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 27494 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 27347 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 27494 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -147 | ExcessOfRevenueOverExpenses |
| Subtotal | 27347 | Subtotal |
| Total Net Assets Fund Balances EOY | 27347 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 145 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 13628 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.010640 | DistributionRatioYear1 |
| Qualifying Distributions Year4 | 26325 | QualifyingDistributionsYear4 |
| Qualifying Distributions Year5 | 111174 | QualifyingDistributionsYear5 |
| Total Distribution Ratio | 0.010640 | TotalDistributionRatio |
| Average Distribution Ratio | 0.010640 | AverageDistributionRatio |
| Net Noncharitable Assets | 27022 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 288 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 288 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 0 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | RI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | FRANK HALPER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4013316851 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 DRYDEN LANE | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02904 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| PAUL M FRADIN | ||||||||
| 111 FOSDYKE ST | PROVIDENCE | RI | 02906 | PRESIDENT | 0.50 | 0 | 0 | 0 |
| CHARLES S FRADIN | ||||||||
| 59 MANNING ST | PROVIDENCE | RI | 02906 | SECRETARY | 0.50 | 0 | 0 | 0 |
| FRANK G HALPER | ||||||||
| 145 SUMMIT AVE | PROVIDENCE | RI | 02906 | TREASURER | 0.01 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 27434 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 27434 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 27434 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 412 | CashDeemedCharitable |
| Net Noncharitable Assets | 27022 | NetNoncharitableAssets |
| Minimum Investment Return | 1351 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1351 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 1351 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1351 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1351 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
| Qualifying Distributions | 0 | QualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1351 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 111174 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 26325 | ExcessDistriCarryoverYear4 |
| Total Excess Distri Carryover | 137499 | TotalExcessDistriCarryover |
| Excess Distri Cyov App CY Corpus | 1351 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 1351 | ExcessDistriCyovAppliedCY |
| Total Corpus | 136148 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 109823 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 26325 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 26325 | ExcessFromYear4 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL M FRADIN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Restrictions On Awards | THE FOUNDATION DOES NOT ACCEPT UNSOLICITED APPLICATIONS FOR FUNDS. DETERMINATION OF CONTRIBUTIONS IS MADE AT THE DISCRETION OF THE MANAGERS. | RestrictionsOnAwards |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $28 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 28 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $125 | Amount |
| Net Investment Income | 125 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| PAUL M FRADIN |
| CHARLES S FRADIN |
| FRANK G HALPER |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| AG FEE | 50 | 50 |
Comments