DVAYKUS FONDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
DVAYKUS FONDATION INC (EIN 20-2070556)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-06
IRS object ID
201321269349100327
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-06T13:23:41-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN133641196EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HIRSCH OELBAUM BRAM & HANOVER CPA'SBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1111 BROADWAYAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10006ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN202070556EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1DVAYKUS FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlDVAYNameControl
Phone2123817323Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line145 HARBORVIEW WESTAddressLine1
CityLAWRENCECity
StateNYState
ZIP Code11559ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameROY NEUBERGERName
TitleDIRECTORTitle
Phone5162398134Phone
Date Signed2013-05-10DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameHENRY HIRSCH CPAName
PTINP01316339PTIN
Phone2122278034Phone
Date Prepared2013-04-30DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY4220283FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss89046DividendsRevAndExpnss
Dividends Net Invst Incm89046DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss130095NetGainSaleAssetsRevAndExpnss
Gross Sales Price2362221GrossSalesPrice
Capital Gain Net Incm Net Invst Incm130095CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss245058OtherIncomeRevAndExpnss
Other Income Net Invst Incm0OtherIncomeNetInvstIncm
Total Revenue And Expenses464199TotalRevenueAndExpenses
Total Net Investment Income219141TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss3700AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm3700AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss367TaxesRevAndExpnss
Taxes Net Invst Incm367TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss3590OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm3590OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss7657TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm7657TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss395000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps395000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss402657TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm7657TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps395000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses61542ExcessOfRevenueOverExpenses
Net Investment Income211484NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY25081CashBOY
Cash EOY2343CashEOY
Cash EOYFMV2343CashEOYFMV
Investments Govt Oblig BOY120100InvestmentsGovtObligBOY
Investments Corp Stock BOY2376988InvestmentsCorpStockBOY
Investments Corp Stock EOY3888592InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV4217940InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY1157128InvestmentsCorpBondsBOY
Investments Other BOY150096InvestmentsOtherBOY
Total Assets BOY3829393TotalAssetsBOY
Total Assets EOY3890935TotalAssetsEOY
Total Assets EOYFMV4220283TotalAssetsEOYFMV
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 BOY3829393RetainedEarningsBOY
Retained Earnings EOY3890935RetainedEarningsEOY
Total Net Assets BOY3829393TotalNetAssetsBOY
Total Net Assets EOY3890935TotalNetAssetsEOY
Total Liabilities Net Assets BOY3829393TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY3890935TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY3829393TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses61542ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal3890935Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY3890935TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
NEUBERGER BERMAN STATEMENT ON FILEGERP111626211027361352613526
NEUBERGER BERMAN STATEMENT ON FILEGERP12459591129390116569116569
FieldValueIRS element (for citing)
Capital Gain Net Income130095CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year124421QualifyingDistributionsYear1
Noncharitable Assets Year1174732NoncharitableAssetsYear1
Distribution Ratio Year10.139763DistributionRatioYear1
Total Distribution Ratio0.139763TotalDistributionRatio
Average Distribution Ratio0.139763AverageDistributionRatio
Net Noncharitable Assets3926928NetNoncharitableAssets
Adjusted Noncharitable Assets548839AdjustedNoncharitableAssets
One Percent Net Investment Income2115OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One550954AdjNonchrtblAssetsAndOnePct
Qualifying Distributions395000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax4230InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal4230Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income4230TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Penalty For Underpayment2PenaltyForUnderpayment
Tax Due4232TaxDue

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
States Filed WithNYStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1ABOVEBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number2123817323BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1ABOVEAddressLine1
CityLAWRENCECity
StateNYState
ZIP Code11559ZIPCode
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
ROY S NEUBERGER
45 HARBORVIEW WESTLAWRENCENY11559DIRECTOR10.00000
LINDA NEUBERGER
45 HARBORVIEW WESTLAWRENCENY11559DIRECTOR6.00000
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

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1EDUCATIONAL AID FOR DISADVANTAGED STUDENTSDescription1
Expenses1395000Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities3972992AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances13737AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets3986729TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets3986729AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable59801CashDeemedCharitable
Net Noncharitable Assets3926928NetNoncharitableAssets
Minimum Investment Return196346MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return196346MinimumInvestmentReturn
Tax Based On Investment Income4230TaxBasedOnInvestmentIncome
Total Tax4230TotalTax
Distributable Amount Before Adj192116DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded192116DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted192116DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions395000ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions395000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions395000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted192116DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions395000QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year192116AppliedToCurrentYear
Remaining Distri From Corpus202884RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus202884TotalCorpus
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 Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year202884ExcessDistriCyovToNextYear
Excess From Current Year202884ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameROY NEUBERGERRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line145 HARBORVIEW WESTAddressLine1
CityLAWRENCECity
StateNYState
ZIP Code11559ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number5162398134RecipientPhoneNumber
Form And Info And MaterialsLETTER APPLICATION.FormAndInfoAndMaterials
Submission DeadlinesNOSubmissionDeadlines
Restrictions On AwardsNORestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
FRIENDS OF AHAVAT SHALOM
1407 BROADWAT SUITE 1503NEW YORKNY10018NONE501C3EDUCATIONAL AID$50,000
SHOR YOSHOV INSTITUTE
1 CEDAR LAWN AVELAWRENCENY11559NONE501C3EDUCATIONAL AID$70,000
TORAH ACADEMY FOR GIRLS
444 BEACH 6 STFAR ROCKAWAYNY11691NONE501C3EDUCATIONAL AID$5,000
VARIOUS 501C3 ORGANIZTIONS
45 HARBORVIEW WESTLAWRENCENY11559NONE501C3EDUCATIONAL AID$120,000
YESHIVA CHEMDAS HATORAH
950 MASSACHUSETTS AVELAKEWOODNJ08701NONE501C3EDUCATIONAL AID$150,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year395000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income89046RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income130095RelatedOrExemptFunctionIncome

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionDONATIONSDescription
Related Or Exempt Function Income245058RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income464199RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA464199TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Line NumberLineNumberRelationship StatementRelationshipStatement
4INTEREST EARNED ON BOND PORTFOLIO DEVOTED TO EXEMPT PURPOSES
8CAPITAL GAINS EARNED ON SECURITIES DEVOTED TO EXEMPT PURPOSES

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)
Amount$3,700Amount
Net Investment Income3700NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockCORPORATE LISTED STOCKSNameOfStock
EOY Book Value3888592EOYBookValue
EOYFMV4217940EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionOFFICE COSTSDescription
Revenue And Expenses Per Books3590RevenueAndExpensesPerBooks
Net Investment Income3590NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionDONATIONSDescription
Revenue And Expenses Per Books245058RevenueAndExpensesPerBooks
Adjusted Net Income245058AdjustedNetIncome

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEUBERGER FOUNDATIONBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1605 THIRD AVEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10158ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategory
Amount$367Amount
Net Investment Income367NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.