B CARLIN FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: B CARLIN FOUNDATION INC (EIN 65-0923706)
Tax period: 2012-05-01 to 2013-04-30
Filed: 2013-07-25
IRS object ID: 201312069349100301
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
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-07-25T09:07:25-05:00	Timestamp
Tax Period End Date	2013-04-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	274256127	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PINCHASIK YELEN MUSKAT STEIN LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	3225 AVIATION AVE STE 500	AddressLine1
City	MIAMI	City
State	FL	State
ZIP Code	33133	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-05-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	650923706	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	B CARLIN FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	BCAR	NameControl
Phone	3058585800	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3225 AVIATION AVENUE NO 500	AddressLine1
City	MIAMI	City
State	FL	State
ZIP Code	33133	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	ROBERT BREIER ESQ	Name
Title	CO-PRESIDENT	Title
Phone	3054450707	Phone
Date Signed	2013-07-19	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	BRIAN F MISIUNAS CPA	Name
PTIN	P00968561	PTIN
Phone	3058585800	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	1462591	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

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	34134	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	34134	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	12598	DividendsRevAndExpnss
Dividends Net Invst Incm	12598	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	21736	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	204141	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	21736	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	68468	TotalRevenueAndExpenses
Total Net Investment Income	68468	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	4045	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	4045	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	1265	TaxesRevAndExpnss
Taxes Net Invst Incm	0	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	1182	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	1182	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	6492	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	5227	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	55000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	55000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	61492	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	5227	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	55000	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	6976	ExcessOfRevenueOverExpenses
Net Investment Income	63241	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	145400	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	96999	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	96999	SavingsAndTempCashInvstEOYFMV
Prepaid Expenses BOY	266	PrepaidExpensesBOY
Investments Corp Stock BOY	428930	InvestmentsCorpStockBOY
Investments Corp Stock EOY	458429	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	517694	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	784413	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	811556	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	847898	InvestmentsCorpBondsEOYFMV
Total Assets BOY	1359009	TotalAssetsBOY
Total Assets EOY	1366984	TotalAssetsEOY
Total Assets EOYFMV	1462591	TotalAssetsEOYFMV
Accounts Payable EOY	999	AccountsPayableEOY
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	999	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	0	CapitalStockBOY
Capital Stock EOY	0	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	1359009	RetainedEarningsBOY
Retained Earnings EOY	1365985	RetainedEarningsEOY
Total Net Assets BOY	1359009	TotalNetAssetsBOY
Total Net Assets EOY	1365985	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1359009	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1366984	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1359009	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	6976	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	1365985	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	1365985	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (81 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
PENN NATIONAL GAMING INC	P	2012-01-11	2012-08-13	18621	20421	-1800	-1800
PENN NATIONAL GAMING INC	P	2012-01-11	2012-10-22	16794	16336	458	458
AMERICAN INTL GROUP	P	2012-01-12	2012-08-21	55075	49888	5187	5187
AMERICAN WTR WKS CO INC	P		2012-07-16	353	334	19	19
AMGEN INC	P		2012-07-16	1151	1015	136	136
AUTOMATIC DATA PROCESSING INC	P	2012-01-18	2012-07-16	554	562	-8	-8
BRISTOL MYERS SQUIBB CO	P	2011-11-09	2012-07-16	176	157	19	19
CVS CORP	P		2012-07-16	952	897	55	55
COCA COLA CO	P	2011-08-30	2012-07-16	1154	1048	106	106
EXPRESS SCRIPTS HLDG CO	P		2012-07-16	857	516	341	341
GOOGLE INC	P	2012-01-18	2012-07-16	574	627	-53	-53
HOME DEPOT INC	P		2012-07-16	1023	902	121	121
INTEL CORP	P	2012-05-10	2012-07-16	503	546	-43	-43
INTERCONTINENTAL EXCHANGE INC	P		2012-07-16	671	633	38	38
JP MORGAN CHASE & CO	P		2012-07-16	176	204	-28	-28
MCDONALDS CORP	P		2012-07-16	734	682	52	52
NORFOLK CORP	P	2011-08-10	2012-07-16	730	675	55	55
NUCOR CORP	P	2012-02-07	2012-07-16	568	672	-104	-104
PRECISION CASTPARTS CORP	P		2012-07-16	802	860	-58	-58
QUALCOMM INC	P		2012-07-16	540	536	4	4
SCHLUMBERGER LTD	P	2012-05-10	2012-07-16	131	141	-10	-10
VERIZON COMMUNICATIONS	P		2012-07-16	679	556	123	123
WELLS FARGO & CO	P		2012-07-16	341	315	26	26
ALTERA CORP	P	2009-03-23	2012-05-10	334	176	158	158
CITRIX SYS INC	P	2011-04-11	2012-05-10	241	224	17	17
PHILLIPS 66 COM	P	2010-11-19	2012-05-10	165	148	17	17
PRINCIPAL FINANCIAL GROUP INC	P	2010-12-06	2012-06-05	164	210	-46	-46
PRINCIPAL FINANCIAL GROUP INC	P	2010-12-06	2012-06-05	47	60	-13	-13
PRINCIPAL FINANCIAL GROUP INC	P		2012-06-06	240	284	-44	-44
PRINCIPAL FINANCIAL GROUP INC	P	2010-05-07	2012-06-07	147	169	-22	-22
UNITEDHEALTH GROUP INC	P	2009-12-15	2012-06-21	298	156	142	142
ABBOTT LABORATORIES	P		2012-07-16	982	764	218	218
AMERICAN EXPRESS CO	P		2012-07-16	878	680	198	198
AMERICAN EXPRESS CO	P	2011-07-06	2012-07-16	293	263	30	30
APPLE COMPUTER INC	P	2009-01-15	2012-07-16	6067	834	5233	5233
AUTODESK INC	P	2011-05-26	2012-07-16	309	427	-118	-118
BHP LTD SPONSORED ADR	P		2012-07-16	625	626	-1	-1
BRISTOL MYERS SQUIBB CO	P	2011-06-24	2012-07-16	882	729	153	153
CHEVRON TEXACO CORP	P	2007-09-11	2012-07-16	1060	30	1030	1030
CITRIX SYS INC	P	2010-07-22	2012-07-16	759	465	294	294
CONOCOPHILLIPS	P	2010-11-19	2012-07-16	547	489	58	58
COSTCO WHSL CORP	P	2008-01-17	2012-07-16	944	649	295	295
COSTCO WHSL CORP	P	2011-02-03	2012-07-16	189	146	43	43
DANAHER CORP	P		2012-07-16	1497	811	686	686
WALT DISNEY CO	P	2008-12-19	2012-07-16	716	337	379	379
DOMINION RES INC	P		2012-07-16	271	220	51	51
E I DU PONT DE NEMOURS & CO	P		2012-07-16	943	771	172	172
EMC CORP MASS	P		2012-07-16	1173	971	202	202
EATON CORP	P		2012-07-16	560	816	-256	-256
FRANKLIN RESOURCES	P	2010-01-12	2012-07-16	562	552	10	10
FRANKLIN RESOURCES	P		2012-07-16	562	678	-116	-116
GENERAL ELECTRIC CO	P		2012-07-16	778	691	87	87
W W GRAINGER INC	P	2010-09-13	2012-07-16	745	459	286	286
H J HEINZ CO	P		2012-07-16	549	468	81	81
INTL BUSINESS MACHINES CORP	P	2007-09-11	2012-07-16	1856	936	920	920
J P MORGAN CHASE & CO	P		2012-07-16	705	626	79	79
JOHNSON & JOHNSON	P	2007-09-11	2012-07-16	684	619	65	65
JOHNSON CONTROLS INC	P	2009-09-10	2012-07-16	544	532	12	12
NATIONAL OILWELL INC	P		2012-07-16	1010	406	604	604
NIKE INC CLASS B	P		2012-07-16	1396	1004	392	392
NOBLE ENERGY INC	P	2009-04-16	2012-07-16	424	296	128	128
OMNICOM GROUP	P		2012-07-16	724	689	35	35
ORACLE CORPORATION	P	2010-10-04	2012-07-16	1316	1225	91	91
PROCTER & GAMBLE CO	P		2012-07-16	1288	1055	233	233
QUALCOMM INC	P	2011-07-15	2012-07-16	540	549	-9	-9
SCHLUMBERGER LTD	P		2012-07-16	656	917	-261	-261
SIMON PPTY GROUP INC	P		2012-07-16	1588	928	660	660
SPECTRA ENERGY CORP	P	2009-01-15	2012-07-16	296	149	147	147
US BANCORP	P		2012-07-16	1305	949	356	356
UNITED TECHNOLOGIES CORP	P	2009-01-15	2012-07-16	723	494	229	229
UNITEDHEALTH GROUP INC	P	2009-12-15	2012-07-16	550	320	230	230
V F CORP	P		2012-07-16	1390	1050	340	340
WALMART STORES INC	P	2008-12-19	2012-07-16	727	562	165	165
WELLS FARGO & CO	P		2012-07-16	1022	800	222	222
WHOLE FOODS MKT INC	P	2010-06-02	2012-07-16	1408	599	809	809
COVIDIEN PLC	P		2012-07-16	789	621	168	168
EXXON MOBIL CORP	P		2012-07-16	2119	1872	247	247
EXXON CORP	P	2009-05-18	2012-12-31	847		847	847
MFB NORTHERN FDS FIXED INCOME FD	P		2012-12-20	677		677	677
WHIRLPOOL CORPORATION	P	2012-02-02	2013-03-01	50000	52381	-2381	-2381
MFB NORTHERN FDS FIXED INCOME FD	P		2012-12-20	2871		2871	2871

Field	Value	IRS element (for citing)
Capital Gain Net Income	21736	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	55000	QualifyingDistributionsYear1
Noncharitable Assets Year1	1389750	NoncharitableAssetsYear1
Distribution Ratio Year1	0.039575	DistributionRatioYear1
Qualifying Distributions Year2	400000	QualifyingDistributionsYear2
Noncharitable Assets Year2	1263332	NoncharitableAssetsYear2
Distribution Ratio Year2	0.316623	DistributionRatioYear2
Qualifying Distributions Year3	626117	QualifyingDistributionsYear3
Noncharitable Assets Year3	296891	NoncharitableAssetsYear3
Distribution Ratio Year3	2.108912	DistributionRatioYear3
Qualifying Distributions Year4	634174	QualifyingDistributionsYear4
Noncharitable Assets Year4	305115	NoncharitableAssetsYear4
Distribution Ratio Year4	2.078475	DistributionRatioYear4
Qualifying Distributions Year5	750987	QualifyingDistributionsYear5
Noncharitable Assets Year5	350250	NoncharitableAssetsYear5
Distribution Ratio Year5	2.144146	DistributionRatioYear5
Total Distribution Ratio	6.687731	TotalDistributionRatio
Average Distribution Ratio	1.337546	AverageDistributionRatio
Net Noncharitable Assets	1410513	NetNoncharitableAssets
Adjusted Noncharitable Assets	1886626	AdjustedNoncharitableAssets
One Percent Net Investment Income	632	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	1887258	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	55000	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	1265	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	1265	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	1265	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	266	EstTaxPaymentsAndOverpayment
Total Credits And Payments	266	TotalCreditsAndPayments
Tax Due	999	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	FL	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	MITCH YELEN	BooksInCareOfPersonName
Books In Care Of Phone Number	3058585800	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	3225 AVIATION AVE SUITE 500	AddressLine1
City	MIAMI	City
State	FL	State
ZIP Code	33133	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	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
ROBERT BREIER ESQ
2800 PONCE DE LEON BLVD SUITE 1125	CORAL GABLES	FL	33134	CO-PRESIDENT	0.00	0	0	0
CHRIS LANDON
11 SYLVAN ACRES RD	WAYNESVILLE	NC	28786	CO-PRESIDENT	0.00	0	0	0
GARY DIX
2800 PONCE DE LEON BLVD SUITE 1125	CORAL GABLES	FL	33134	DIRECTOR	0.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	1273128	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	158865	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1431993	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	1431993	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	21480	CashDeemedCharitable
Net Noncharitable Assets	1410513	NetNoncharitableAssets
Minimum Investment Return	70526	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	70526	MinimumInvestmentReturn
Tax Based On Investment Income	1265	TaxBasedOnInvestmentIncome
Total Tax	1265	TotalTax
Distributable Amount Before Adj	69261	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	69261	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	69261	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	55000	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	55000	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	55000	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	69261	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	733700	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	618970	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	611438	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	337071	ExcessDistriCarryoverYear2
Total Excess Distri Carryover	2301179	TotalExcessDistriCarryover
Qualifying Distributions	55000	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	55000	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	14261	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	14261	ExcessDistriCyovAppliedCY
Total Corpus	2286918	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	719439	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	1567479	ExcessDistriCyovToNextYear
Excess From Year4	618970	ExcessFromYear4
Excess From Year3	611438	ExcessFromYear3
Excess From Year2	337071	ExcessFromYear2

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
DRANOFF INTERNATIONAL TWO PIANO FOUNDATION
3550 BISCAYNE BLVD SUITE 702	MIAMI	FL	33137	N/A	PUBLIC CHARITY	PROMOTION OF COMMUNITY THROUGH ARTS & ENTERTAINMENT	$5,000
MIAMI CITY BALLET
2200 LIBERTY AVENUE	MIAMI BEACH	FL	33139	N/A	PUBLIC CHARITY	PROMOTION OF COMMUNITY THROUGH ARTS & ENTERTAINMENT	$50,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	55000	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$34,134	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$12,598	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$21,736	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$68,468	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	68468	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$4,045	Amount
Net Investment Income	4045	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (14 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
NORTHERN FUNDS FIXED INCOME FD	160377	170917
NORTHERN HIGH YLD FIXED INC FD	11787	14065
ALCOA, INC	52126	53935
ALLY FINL INC	50000	56746
AMERICAN INTL GROUP, BK	50238	51020
AT&T INC	51758	52160
BANK AMER CORP CORP	50189	59595
CITIGROUP INC, BK	50617	52420
DOW CHEMICAL	50777	52056
GENERAL ELEC CAP CORP, BK	51048	53001
GOLDMAN SACHS GROUP INC	52105	51059
PITNEY BOWES INC	52491	53109
WESTERN UNION CO	51930	52260
ASSURANT INC	76113	75555

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (11 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
EXXON MOBIL CORP	34253	35596
GENERAL ELECTRIC CO	38245	44580
JOHNSON & JOHNSON	39409	51138
SCHLUMBERGER LTD	35341	37215
NORTHERN INTL EQUITY INDEX FD	71698	82107
COLFAX	39288	56004
CONSOLIDATE EDISON INC	35893	38190
DUKE ENERGY CORP	38907	45120
SOUTHERN CO	36417	38584
TECO ENERGY INC	38545	38260
ALLY FINL INC	50433	50900

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	INVESTMENT FEES	Description
Revenue And Expenses Per Books	1182	RevenueAndExpensesPerBooks
Net Investment Income	1182	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	EXCISE TAX	Category
Amount	$1,265	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

B CARLIN FOUNDATION INC: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (81 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (14 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (11 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Taxes Schedule TaxesSchedule

Taxes Taxes

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