THE BLUMENFELD FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
THE BLUMENFELD FAMILY FOUNDATION (EIN 13-3263128)
Tax period
2011-11-01 to 2012-10-31
Filed
2013-01-07
IRS object ID
201320079349100312
Schema version
2011v1.2
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)
Timestamp2013-01-07T08:58:51-06:00Timestamp
Tax Period End Date2012-10-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN134144276EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ALAN RITTER & COMPANY CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line125 SMITH STREET 405AddressLine1
CityNANUETCity
StateNYState
ZIP Code10954ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-11-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN133263128EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE BLUMENFELD FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBLUMNameControl
Phone2017425162Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11358 SUSSEX ROADAddressLine1
CityTEANECKCity
StateNJState
ZIP Code07666ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLOIS BLUMENFELDName
TitlePRESIDENTTitle
Phone2017425161Phone
Date Signed2013-01-07DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKENNETH SCHAUMName
PTINP01317976PTIN
Phone8456247400Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY295526FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss287InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm287InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm287InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss923DividendsRevAndExpnss
Dividends Net Invst Incm923DividendsNetInvstIncm
Dividends Adj Net Incm923DividendsAdjNetIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss1080OtherIncomeRevAndExpnss
Other Income Net Invst Incm1080OtherIncomeNetInvstIncm
Other Income Adj Net Incm1080OtherIncomeAdjNetIncm
Total Revenue And Expenses2290TotalRevenueAndExpenses
Total Net Investment Income2290TotalNetInvestmentIncome
Total Adjusted Net Income2290TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm0CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss750AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss750TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss39129ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps39129ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss39879TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps39129TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-37589ExcessOfRevenueOverExpenses
Net Investment Income2290NetInvestmentIncome
Adjusted Net Income2290AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY285131CashBOY
Cash EOY247542CashEOY
Cash EOYFMV247542CashEOYFMV
Investments Other BOY39340InvestmentsOtherBOY
Investments Other EOY39340InvestmentsOtherEOY
Investments Other EOYFMV47984InvestmentsOtherEOYFMV
Total Assets BOY324471TotalAssetsBOY
Total Assets EOY286882TotalAssetsEOY
Total Assets EOYFMV295526TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY324471RetainedEarningsBOY
Retained Earnings EOY286882RetainedEarningsEOY
Total Net Assets BOY324471TotalNetAssetsBOY
Total Net Assets EOY286882TotalNetAssetsEOY
Total Liabilities Net Assets BOY324471TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY286882TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY324471TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-37589ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal286882Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY286882TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year165831QualifyingDistributionsYear1
Noncharitable Assets Year10NoncharitableAssetsYear1
Distribution Ratio Year10.0DistributionRatioYear1
Qualifying Distributions Year243457QualifyingDistributionsYear2
Noncharitable Assets Year20NoncharitableAssetsYear2
Distribution Ratio Year20.0DistributionRatioYear2
Qualifying Distributions Year30QualifyingDistributionsYear3
Noncharitable Assets Year30NoncharitableAssetsYear3
Distribution Ratio Year30.0DistributionRatioYear3
Qualifying Distributions Year40QualifyingDistributionsYear4
Noncharitable Assets Year40NoncharitableAssetsYear4
Distribution Ratio Year40.0DistributionRatioYear4
Qualifying Distributions Year5192807QualifyingDistributionsYear5
Noncharitable Assets Year50NoncharitableAssetsYear5
Distribution Ratio Year50.0DistributionRatioYear5
Total Distribution Ratio0.0TotalDistributionRatio
Average Distribution Ratio0.0AverageDistributionRatio
Net Noncharitable Assets309606NetNoncharitableAssets
Adjusted Noncharitable Assets0AdjustedNoncharitableAssets
One Percent Net Investment Income23OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One23AdjNonchrtblAssetsAndOnePct
Qualifying Distributions39129QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax23InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal23Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income23TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due23TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameLOIS BLUMENFELDBooksInCareOfPersonName
Books In Care Of Phone Number2017425161BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11358 SUSSEX ROADAddressLine1
CityTEANECKCity
StateNJState
ZIP Code07666ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
HOWARD BLUMENFELD
710 WINTHROP ROADTEANECKNJ07666SECY TREAS0.00000
LOIS BLUMENFELD
1358 SUSSEX ROADTEANECKNJ07666PRESIDENT0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities47984AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances266337AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets314321TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets314321AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable4715CashDeemedCharitable
Net Noncharitable Assets309606NetNoncharitableAssets
Minimum Investment Return15480MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return15480MinimumInvestmentReturn
Tax Based On Investment Income23TaxBasedOnInvestmentIncome
Total Tax23TotalTax
Distributable Amount Before Adj15457DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded15457DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted15457DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions39129ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions39129QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm23OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions39106AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted15457DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5193018ExcessDistriCarryoverYear5
Excess Distri Carryover Year243467ExcessDistriCarryoverYear2
Excess Distri Carryover Year165843ExcessDistriCarryoverYear1
Total Excess Distri Carryover302328TotalExcessDistriCarryover
Qualifying Distributions39129QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year15457AppliedToCurrentYear
Remaining Distri From Corpus23672RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus326000TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5193018ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year132982ExcessDistriCyovToNextYear
Excess From Year243467ExcessFromYear2
Excess From Year165843ExcessFromYear1
Excess From Current Year23672ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerHOWARD BLUMENFELDContributingManager
Contributing ManagerLOIS BLUMENFELDContributingManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameLOIS BLUMENFELDRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11358 SUSSEX ROADAddressLine1
CityTEANECKCity
StateNJState
ZIP Code07666ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2017425161RecipientPhoneNumber
Form And Info And MaterialsWRITTEN WRITTENFormAndInfoAndMaterials
Submission DeadlinesNO DEADLINESSubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1VARIOUS ORGANIZED CHARITIESBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O BLUMENFELD 1358 SUSSEX ROADAddressLine1
CityTEANECKCity
StateNJState
ZIP Code07666ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationship
Recipient Foundation Status501 C 3RecipientFoundationStatus
Purpose Of Grant Or ContributionCHARITYCHARITYPurposeOfGrantOrContribution
Amount$39,129Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year39129TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Related Or Exempt Function Income287RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income923RelatedOrExemptFunctionIncome

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income1080RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income2290RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA2290TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)

Line NumberLineNumberRelationship StatementRelationshipStatement
3INVESTMENT INCOME IS DISTRIBUTED FOR CHARITABLE PURPOSES ONLY
4INVESTMENT INCOME IS DISTRIBUTED FOR CHARITABLE PURPOSES ONLY
7INVESTMENT INCOME IS DISTRIBUTED FOR CHARITABLE PURPOSES ONLY

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$750Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemSTOCK PORTFOLIOCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value39340BookValue
EOYFMV47984EOYFMV

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionOTHER INCOMEDescription
Revenue And Expenses Per Books1080RevenueAndExpensesPerBooks
Net Investment Income1080NetInvestmentIncome
Adjusted Net Income1080AdjustedNetIncome

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