MICHAEL B RUKIN CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL B RUKIN CHARITABLE FOUNDATION (EIN 22-2992115)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201333199349100308
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T07:49:09-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042917204 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 WESTFORD STREET | AddressLine1 |
| City | LOWELL | City |
| State | MA | State |
| ZIP Code | 01851 | 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 | 222992115 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL B RUKIN CHARITABLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O CREATIVE RESTAURANT SOLUTIONS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MICH | NameControl |
| Phone | 2026053100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401E GORDON DRIVE | AddressLine1 |
| City | EXTON | City |
| State | PA | State |
| ZIP Code | 19341 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MORREEN RUKIN BAYLES | Name |
| Title | TRUSTEE | Title |
| Phone | 2026053100 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAYMOND L ANSTISS JR | Name |
| PTIN | P00142883 | PTIN |
| Phone | 9784522500 | Phone |
| Date Prepared | 2013-11-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 354131 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 6000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 12450 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12450 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -1160 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 170245 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 17293 | TotalRevenueAndExpenses |
| Total Net Investment Income | 12453 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | 30150 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Interest Rev And Expnss | 472 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 100 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1207 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 31929 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 19000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 19000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 50929 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 19000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -33636 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 12453 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 5654 | CashBOY |
| Cash EOY | 12269 | CashEOY |
| Cash EOYFMV | 12269 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 131920 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 31444 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 31444 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 257134 | InvestmentsOtherBOY |
| Investments Other EOY | 317359 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 310418 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 394708 | TotalAssetsBOY |
| Total Assets EOY | 361072 | TotalAssetsEOY |
| Total Assets EOYFMV | 354131 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 394708 | CapitalStockBOY |
| Capital Stock EOY | 361072 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 394708 | TotalNetAssetsBOY |
| Total Net Assets EOY | 361072 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 394708 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 361072 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 394708 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -33636 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 361072 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 361072 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| 764.929 SHS GS CONC. INTERNATIONAL | P | 10411 | 12317 | -1906 | -1906 |
| 1,000,000 SHS GN-II JUM #003667 | P | 143026 | 142280 | 746 | 746 |
| GNMA-II MUM # 004188 | P | 4922 | 4922 | 0 | 0 |
| GMAC MTG COR FACTOR | P | 1754 | 1754 | 0 | 0 |
| GNMA II MULTIPLE FACTOR | P | 10132 | 10132 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -1160 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 46970 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 117806 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.398706 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 10700 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 93575 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.114347 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 91433 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 206850 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.442026 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 77433 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 354600 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.218367 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 76331 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 375202 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.203440 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.376886 | TotalDistributionRatio |
| Average Distribution Ratio | 0.275377 | AverageDistributionRatio |
| Net Noncharitable Assets | 357201 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 98365 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 125 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 98490 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 19000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 249 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 249 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 249 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 103 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 150 | TaxPaidWithExtension |
| Total Credits And Payments | 253 | TotalCreditsAndPayments |
| Overpayment | 4 | Overpayment |
| Amount Credited To Next Year | 4 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | MA | 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 | MORREEN RUKIN BAYLES | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6105942065 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CREATIVE RESTAURANT 401E GORDON | AddressLine1 |
| Address Line2 | DRIVE | AddressLine2 |
| City | EXTON | City |
| State | PA | State |
| ZIP Code | 19341 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | MAUREEN RUKIN BAYLES | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401E GORDON DRIVE | AddressLine1 |
| City | EXTON | City |
| State | PA | State |
| ZIP Code | 19341 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 5.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE ACTIVITIES WERE RELATED TO DIRECT CASH CONTRIBUTIONS TO QUALIFIED 501(C)(3) ENTITIES. SEE PART XV | Description1 |
| Expenses1 | 19000 | Expenses1 |
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 | 353680 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 8961 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 362641 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 362641 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5440 | CashDeemedCharitable |
| Net Noncharitable Assets | 357201 | NetNoncharitableAssets |
| Minimum Investment Return | 17860 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 17860 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 249 | TaxBasedOnInvestmentIncome |
| Total Tax | 249 | TotalTax |
| Distributable Amount Before Adj | 17611 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 17611 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 17611 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 19000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 19000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 19000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 17611 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 57979 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 59937 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 81186 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 6038 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 41140 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 246280 | TotalExcessDistriCarryover |
| Qualifying Distributions | 19000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 17611 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1389 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 247669 | 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 | 57979 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 189690 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 59937 | ExcessFromYear4 |
| Excess From Year3 | 81186 | ExcessFromYear3 |
| Excess From Year2 | 6038 | ExcessFromYear2 |
| Excess From Year1 | 41140 | ExcessFromYear1 |
| Excess From Current Year | 1389 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|
| PEF ENDOWMENT FUNDS INC | |||||||
| 317 MADISON AVENUE SUITE 607 | NEW YORK | NY | 10017 | NONE | NONPROFIT | UNRESTRICTED | $15,000 |
| NEW BEDFORD GLASS MUSEUM | |||||||
| 61 WAMSUTTU STREET | NEW BEDFORD | MA | 02720 | NONE | NONPROFIT | UNRESTRICTED | $2,000 |
| ALEX'S LEMONADE FOUNDATION | |||||||
| 333 E LANCASTER AVE 414 | WYNNEWOOD | PA | 19096 | NONE | NONPROFIT | UNRESTRICTED | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 19000 | 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 | $3 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,450 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$1,160 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $11,293 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 11293 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ESTATE OF MICHAEL B RUKIN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LOURIE CUTLER 60 STATE STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 5000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (11 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| GS- AFFYMETRIX INC | AT COST | 15666 | 476 |
| GS- INCYTE CORP | AT COST | 14913 | 3322 |
| GS- CAPITAL GROWTH CLASS A | AT COST | 44924 | 54275 |
| GS- GROWTH OPPORTUNITY CLASS A | AT COST | 15860 | 18634 |
| GS- CONCENTRATED INT'L EQUITY FUND | AT COST | 0 | 0 |
| GS- GMAC MTG | AT COST | 6819 | 6576 |
| GS- GN II 30 YR | AT COST | 0 | 0 |
| GS- GNMA | AT COST | 6236 | 5673 |
| GS- GNMA | AT COST | 18619 | 16664 |
| GS- FIXED INCOME EQ | AT COST | 124000 | 125868 |
| GS- PUBLIC EQUITY | AT COST | 70322 | 78930 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK & FILINGS FEES | 12 | 0 | 0 |
| INVESTMENT FEES | 1070 | 0 | 0 |
| STATE FILING FEE | 125 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | Category |
| Amount | $100 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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