ACCESS CAPITAL FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ACCESS CAPITAL FOUNDATION (EIN 36-7190561)
Tax period
2012-07-01 to 2013-06-30
Filed
2013-11-14
IRS object ID
201323189349100947
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)
Timestamp2013-11-14T15:35:09-06:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN132608630EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ADELMAN KATZ & MOND LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1230 WEST 41ST - SUITE 1500AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100364015ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN367190561EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ACCESS CAPITAL FOUNDATIONBusinessNameLine1
Business Name Line2C/O MILES & MARCIE STUCHIN TTEESBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlACCENameControl
Phone2126449300Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1405 PARK AVENUE 16TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100229405ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMILES M STUCHINName
TitleTRUSTEETitle
Phone2126449300Phone
Date Signed2013-11-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLAWRENCE L KATZ CPAName
PTINP00577432PTIN
Phone2123820404Phone
Date Prepared2013-11-08DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY81325FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss13105ContriReceivedRevAndExpnss
Dividends Rev And Expnss12DividendsRevAndExpnss
Dividends Net Invst Incm12DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses13117TotalRevenueAndExpenses
Total Net Investment Income12TotalNetInvestmentIncome
Total Adjusted Net Income0TotalAdjustedNetIncome
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
Other Expenses Rev And Expnss200OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm200OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm0OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss200TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm200TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss100833ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps100833ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss101033TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm200TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps100833TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-87916ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY5582CashBOY
Cash EOY10805CashEOY
Cash EOYFMV10805CashEOYFMV
Savings And Temp Cash Invst BOY163510SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY70371SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV70520SavingsAndTempCashInvstEOYFMV
Total Assets BOY169092TotalAssetsBOY
Total Assets EOY81176TotalAssetsEOY
Total Assets EOYFMV81325TotalAssetsEOYFMV
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 BOY169092RetainedEarningsBOY
Retained Earnings EOY81176RetainedEarningsEOY
Total Net Assets BOY169092TotalNetAssetsBOY
Total Net Assets EOY81176TotalNetAssetsEOY
Total Liabilities Net Assets BOY169092TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY81176TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY169092TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-87916ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal81176Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY81176TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1291780QualifyingDistributionsYear1
Noncharitable Assets Year1347681NoncharitableAssetsYear1
Distribution Ratio Year10.839218DistributionRatioYear1
Qualifying Distributions Year285400QualifyingDistributionsYear2
Noncharitable Assets Year2250223NoncharitableAssetsYear2
Distribution Ratio Year20.341296DistributionRatioYear2
Qualifying Distributions Year30QualifyingDistributionsYear3
Noncharitable Assets Year30NoncharitableAssetsYear3
Distribution Ratio Year30.000000DistributionRatioYear3
Qualifying Distributions Year4118411QualifyingDistributionsYear4
Noncharitable Assets Year4330259NoncharitableAssetsYear4
Distribution Ratio Year40.358540DistributionRatioYear4
Qualifying Distributions Year57685QualifyingDistributionsYear5
Noncharitable Assets Year5706755NoncharitableAssetsYear5
Distribution Ratio Year50.010874DistributionRatioYear5
Total Distribution Ratio1.549928TotalDistributionRatio
Average Distribution Ratio0.309986AverageDistributionRatio
Net Noncharitable Assets109959NetNoncharitableAssets
Adjusted Noncharitable Assets34086AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One34086AdjNonchrtblAssetsAndOnePct
Qualifying Distributions100833QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment476EstTaxPaymentsAndOverpayment
Total Credits And Payments476TotalCreditsAndPayments
Overpayment476Overpayment
Amount Credited To Next Year476AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

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 Contributors0NewSubstantialContributors
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 Line1THE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number2126449300BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1C/O MILES STUCHIN-405 PARK AVEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10022ZIPCode
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
MILES M STUCHIN
C/O ACESS CAPITAL - 405 PARK AVENUENEW YORKNY10022TRUSTEE0.00000
MARCIE STUCHIN
C/O ACESS CAPITAL - 405 PARK AVENUENEW YORKNY10022TRUSTEE0.00000
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)
Description1MULTIPLE MYELOMA RESEARCH FOUNDATIONDescription1
Expenses150000Expenses1
Description2MEMORIAL SLOAN-KETTERING CANCER CENTERDescription2
Expenses210833Expenses2
Description3JIMMY FUNDDescription3
Expenses310000Expenses3
Description4JOSEPH MICIAEIL MEMORIAL FUNDDescription4
Expenses410000Expenses4

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances111633AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets111633TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets111633AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1674CashDeemedCharitable
Net Noncharitable Assets109959NetNoncharitableAssets
Minimum Investment Return5498MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return5498MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj5498DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded5498DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted5498DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions100833ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions100833QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions100833AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted5498DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year589321ExcessDistriCarryoverYear5
Excess Distri Carryover Year4101958ExcessDistriCarryoverYear4
Excess Distri Carryover Year272898ExcessDistriCarryoverYear2
Excess Distri Carryover Year1274396ExcessDistriCarryoverYear1
Total Excess Distri Carryover538573TotalExcessDistriCarryover
Qualifying Distributions100833QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year5498AppliedToCurrentYear
Remaining Distri From Corpus95335RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus633908TotalCorpus
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 Year589321ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year544587ExcessDistriCyovToNextYear
Excess From Year4101958ExcessFromYear4
Excess From Year272898ExcessFromYear2
Excess From Year1274396ExcessFromYear1
Excess From Current Year95335ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerMILES M STUCHINContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
HORACE MANN SCHOOL
231 WEST 256TH STREETBRONXNY10471NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
MEMORIAL SLOAN-KETTERING CANCER
1275 YORK AVENUENEW YORKNY10065NONEPUBLIC CHARITYGENERAL OF SUPPORT CLINICAL PROGRAMS$10,833
MOVEMBER FOUNDATION
1518 ABBOT KINNEY BLVDVENICECA90291NONEPUBLIC CHARITYSUPPOT AWARENESS AND EDUCATION PROGRAMS$1,000
MULTIPLE MYELOMA RESEARCH FOUNDATION
383 MAIN AVENUE 5TH FLOORNORWALKCT06851NONE501(C)(3)GENERAL SUPPORT$50,000
NAT'L FOUNDATION FOR FACIAL RECONSTRUCTION
333 EAST 30TH STREET LOBBY UNITNEW YORKNY10016NONE501(C)(3)GENERAL SUPPORT$10,000
JIMMY FUND
2 INTERNATIONAL PLACE 17TH FLOORBOSTONMA02110NONE501(C)(3)GENERAL SUPPORT$10,000
AMERICAN CANCER SOCIETY
20 MERCER STREETHACKENSACKNJ07601NONE501(C)(3)GENERAL SUPPORT$1,000
HURRICANE SANDY NJ RELIEF FUND
PO BOX 95MENDHAMNJ07945NONE501(C)(3)GENERAL SUPPORT$1,000
ODELL STUDNER FOUNDATION
THREE RADNOR CORPORATE CENTERRADNORPA19087NONE501(C)(3)GENERAL SUPPORT$500
NEEDLERS FOUNDATION
1410 BROADWAY SUITE 1902NEW YORKNY10018NONE501(C)(3)GENERAL SUPPORT$500
MAYOR'S FUND TO ADVANCE NYC
253 BROADWAY 8TH FLOORNEW YORKNY10007NONE501(C)(3)GENERAL SUPPORT$1,000
JOSEPH MICHAEIL MEMORIAL FUND
428 E 72ND ST SUITE 300NEW YORKNY10021NONE501(C)(3)GENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year100833TotGrantOrContriPaidDuringYear
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 Income12RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income12RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA12TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number4LineNumber
Relationship StatementDIVIDENDS AND INEREST INCOME TO DISBURSE FOR EXEMPT PURPOSERelationshipStatement

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualFIRST GIVINGContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line134 FARNSWORTH STREET 3RD FLOORAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02210ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions13105AggregateContributions
Person Contribution TypeXPersonContributionType

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FILING FEES505000
INVESTMENT ACCOUNT FEES15015000

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