BERNSTEIN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BERNSTEIN FAMILY FOUNDATION (EIN 22-3514526)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201301349349102400
- Schema version
- 2012v2.1
- 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
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T15:28:05-04:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 BROAD STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100042306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223514526 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNSTEIN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % EVELYN BERNSTEIN | InCareOfName |
| Name Control | BERN | NameControl |
| Phone | 9739940299 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 SHREWSBURY DRIVE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 07039 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Evelyn Bernstein | Name |
| Title | President | Title |
| Phone | 2124221000 | Phone |
| Date Signed | 2013-05-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Amy Vega | Name |
| Phone | 2124221000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | 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 | 233994 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3000 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 108 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 108 | DividendsNetInvstIncm |
| Other Income Rev And Expnss | 196 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 3304 | TotalRevenueAndExpenses |
| Total Net Investment Income | 108 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 3000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1500 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1500 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 396 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 479 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 150 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 329 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3875 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1650 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1829 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 37500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 37500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 41375 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1650 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 39329 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -38071 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 271368 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 233297 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 233297 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 6988 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 6988 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 507 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 190 | OtherAssetsBOY |
| Other Assets EOY | 190 | OtherAssetsEOY |
| Other Assets EOYFMV | 190 | OtherAssetsEOYFMV |
| Total Assets BOY | 278546 | TotalAssetsBOY |
| Total Assets EOY | 240475 | TotalAssetsEOY |
| Total Assets EOYFMV | 233994 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 540050 | CapitalStockBOY |
| Capital Stock EOY | 540050 | CapitalStockEOY |
| Retained Earnings BOY | -261504 | RetainedEarningsBOY |
| Retained Earnings EOY | -299575 | RetainedEarningsEOY |
| Total Net Assets BOY | 278546 | TotalNetAssetsBOY |
| Total Net Assets EOY | 240475 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 278546 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 240475 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 278546 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -38071 | ExcessOfRevenueOverExpenses |
| Subtotal | 240475 | Subtotal |
| Total Net Assets Fund Balances EOY | 240475 | TotalNetAssetsFundBalancesEOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gains And Losses | CapitalGainsAndLosses |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 6013 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 268893 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.022362 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 16435 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 108660 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.151252 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 7831 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 79783 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.098154 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 66600 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 103197 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.645368 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 55106 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 251056 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.219497 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.136633 | TotalDistributionRatio |
| Average Distribution Ratio | 0.227327 | AverageDistributionRatio |
| Net Noncharitable Assets | 232137 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 52771 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 52771 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 39329 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Subtotal | 0 | Subtotal |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 196 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 196 | TotalCreditsAndPayments |
| Overpayment | 196 | Overpayment |
| Amount Credited To Next Year | 196 | 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 | DE | StatesFiledWith |
| States Filed With | NJ | 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 |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVELYN BERNSTEIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9739940299 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 SHREWSBURY DRIVE | AddressLine1 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 07039 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| 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 |
| Relying Curr Notice Disaster Asst2 | X | RelyingCurrNoticeDisasterAsst2 |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| EVELYN BERNSTEIN | ||||||
| 85 SHREWSBURY DRIVE | LIVINGSTON | NJ | 07039 | PRES/SEC/TREAS | 0 | 0 |
| SHERYL CILENTI | ||||||
| 11 COLONIAL WAY | MADISON | NJ | 07940 | DIRECTOR | 0 | 0 |
| JAMES ALLEN | ||||||
| 26 GATES AVE | WEST CALDWELL | NJ | 07006 | DIRECTOR | 0 | 0 |
| Nancy Bernstein | ||||||
| 7221 Taveshire Way | Bethesda | MD | 20817 | Director | 0 | 0 |
| Rabbi Peter Kasdan | ||||||
| 2020 Harborside Drive | Long Boat Key | FL | 34228 | Director | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 474 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 235198 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 235672 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 235672 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3535 | CashDeemedCharitable |
| Net Noncharitable Assets | 232137 | NetNoncharitableAssets |
| Minimum Investment Return | 11607 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 11607 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 11607 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 11607 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 11607 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 39329 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 39329 | QualifyingDistributions |
| Adj Qualifying Distributions | 39329 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 11607 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 42651 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 61482 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 3842 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 13959 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 121934 | TotalExcessDistriCarryover |
| Qualifying Distributions | 39329 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 11607 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 27722 | RemainingDistriFromCorpus |
| Total Corpus | 149656 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 42651 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 107005 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 61482 | ExcessFromYear4 |
| Excess From Year3 | 3842 | ExcessFromYear3 |
| Excess From Year2 | 13959 | ExcessFromYear2 |
| Excess From Current Year | 27722 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EVELYN BERNSTEIN | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| TEMPLE EMANUEL | ||||||||
| 264 WEST NORTHFIELD ROAD | LIVINGSTON | NJ | 07039 | NONE | PUBLIC CHARITY | TO AID DONEE ORGANIZATION IN FULFILLING THEIR EXEMPT PURPOSE. | $26,500 | |
| SUSAN G KOMEN FOR THE CURE (FLORIDA AFFILIATE) | ||||||||
| PO BOX 12848 | STPETERSBURG | FL | 33733 | NONE | PUBLIC CHARITY | TO AID DONEE ORGANIZATION IN FULFILLING THEIR EXEMPT PURPOSE. | $1,000 | |
| PANCREATIC CANCER SUPPORT FUND | ||||||||
| C/O STEPHEN SCHREIBMAN MD | MORRISTOWN | NJ | 07962 | NONE | PUBLIC CHARITY | TO AID DONEE ORGANIZATION IN FULFILLING THEIR EXEMPT PURPOSE. | $10,000 | C/O MORRISTOWN MEDICAL CENTER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 37500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $108 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII | |
| Gain Sales Assets Oth Than Invntry | GainSalesAssetsOthThanInvntry | |
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL EXCISE TAX - 2011 OVERPAYMENT | Description |
| Exclusion Code | 41 | ExclusionCode |
| Exclusion | $196 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $304 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 304 | 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) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,000 | Amount |
| Net Investment Income | 1500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1500 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 10 SHS - ARMSTRONG WORLD | ||
| INDUSTRIES INC. | 6988 | 507 |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER ASSET | Description |
| BOY Book Value | 190 | BOYBookValue |
| EOY Book Value | 190 | EOYBookValue |
| EOYFMV | 190 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| UBS - BUSINESS SVC ACCT FEE | 150 | 150 | 0 |
| NJ FILING FEE | 30 | 0 | 30 |
| DELAWARE CSC | 299 | 0 | 299 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| OTHER INCOME: | |
| FEDERAL TAXES - 2011 OVERPAYMENT | 196 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAXES -'11 EXT.PAYMENT | $200 | 0 | 0 |
| FEDERAL TAXES - '11 APP TO '12 | $196 | 0 | 0 |
Comments