HOLSTEIN FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
HOLSTEIN FOUNDATION (EIN 23-7012134)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-08-01
IRS object ID
201342139349100304
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)
Timestamp2013-08-01T12:56:55-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN061119866EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1VIOLA CHRABASCZ REYNOLDS & CO LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1103 PHOENIX AVENUEAddressLine1
CityENFIELDCity
StateCTState
ZIP Code06082ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237012134EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1HOLSTEIN FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlHOLSNameControl
Phone8605728515Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line112 ROOSEVELT AVENUEAddressLine1
CityMYSTICCity
StateCTState
ZIP Code06355ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameEDWARD STAMBOVSKYName
TitleTRUSTEETitle
Phone8605728515Phone
Date Signed2013-07-22DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameEDWARD STAMBOVSKYName
PTINP00434453PTIN
Phone8607413088Phone
Date Prepared2013-07-22DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY626507FMVAssetsEOY
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 Expnss13307InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm13307InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses13307TotalRevenueAndExpenses
Total Net Investment Income13307TotalNetInvestmentIncome
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
Accounting Fees Rev And Expnss1400AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm700AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps700AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss122TaxesRevAndExpnss
Taxes Net Invst Incm122TaxesNetInvstIncm
Taxes Adj Net Incm0TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1522TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm822TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps700TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss32170ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps32170ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss33692TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm822TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps32870TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-20385ExcessOfRevenueOverExpenses
Net Investment Income12485NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY646892SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY626507SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV626507SavingsAndTempCashInvstEOYFMV
Total Assets BOY646892TotalAssetsBOY
Total Assets EOY626507TotalAssetsEOY
Total Assets EOYFMV626507TotalAssetsEOYFMV
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 BOY646892RetainedEarningsBOY
Retained Earnings EOY626507RetainedEarningsEOY
Total Net Assets BOY646892TotalNetAssetsBOY
Total Net Assets EOY626507TotalNetAssetsEOY
Total Liabilities Net Assets BOY646892TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY626507TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY646892TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-20385ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal626507Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY626507TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year136379QualifyingDistributionsYear1
Noncharitable Assets Year1648950NoncharitableAssetsYear1
Distribution Ratio Year10.056058DistributionRatioYear1
Qualifying Distributions Year235899QualifyingDistributionsYear2
Noncharitable Assets Year2681117NoncharitableAssetsYear2
Distribution Ratio Year20.052706DistributionRatioYear2
Qualifying Distributions Year339445QualifyingDistributionsYear3
Noncharitable Assets Year3694215NoncharitableAssetsYear3
Distribution Ratio Year30.056820DistributionRatioYear3
Qualifying Distributions Year426500QualifyingDistributionsYear4
Noncharitable Assets Year4711764NoncharitableAssetsYear4
Distribution Ratio Year40.037231DistributionRatioYear4
Qualifying Distributions Year524247QualifyingDistributionsYear5
Noncharitable Assets Year5795478NoncharitableAssetsYear5
Distribution Ratio Year50.030481DistributionRatioYear5
Total Distribution Ratio0.233296TotalDistributionRatio
Average Distribution Ratio0.046659AverageDistributionRatio
Net Noncharitable Assets628180NetNoncharitableAssets
Adjusted Noncharitable Assets29310AdjustedNoncharitableAssets
One Percent Net Investment Income125OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One29435AdjNonchrtblAssetsAndOnePct
Qualifying Distributions32870QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax125InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal125Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income125TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due125TaxDue

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 WithCTStatesFiledWith
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 NameJOHN HOLSTEINBooksInCareOfPersonName
Books In Care Of Phone Number8605728515BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line112 ROOSEVELT AVEAddressLine1
CityMYSTICCity
StateCTState
ZIP Code06355ZIPCode
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 (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JOHN HOLSTEIN
12 ROOSEVELT AVENUEMYSTICCT06355TRUSTEE1.00000
JILL BACH
12 ROOSEVELT AVENUEMYSTICCT06355TRUSTEE1.00000
BRUCE HOLSTEIN
12 ROOSEVELT AVENUEMYSTICCT06355TRUSTEE1.00000
EDWARD STAMBOVSKY
12 ROOSEVELT AVENUEMYSTICCT06355TRUSTEE1.00000
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 Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances637746AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets637746TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets637746AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable9566CashDeemedCharitable
Net Noncharitable Assets628180NetNoncharitableAssets
Minimum Investment Return31409MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return31409MinimumInvestmentReturn
Tax Based On Investment Income125TaxBasedOnInvestmentIncome
Total Tax125TotalTax
Distributable Amount Before Adj31284DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded31284DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted31284DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions32870ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions32870QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm125OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions32745AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted31284DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year35038ExcessDistriCarryoverYear3
Excess Distri Carryover Year22139ExcessDistriCarryoverYear2
Excess Distri Carryover Year14199ExcessDistriCarryoverYear1
Total Excess Distri Carryover11376TotalExcessDistriCarryover
Qualifying Distributions32870QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year31284AppliedToCurrentYear
Remaining Distri From Corpus1586RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus12962TotalCorpus
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 Year12962ExcessDistriCyovToNextYear
Excess From Year35038ExcessFromYear3
Excess From Year22139ExcessFromYear2
Excess From Year14199ExcessFromYear1
Excess From Current Year1586ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameJOHN HOLSTEINRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line112 ROOSEVELT AVEAddressLine1
CityMYSTICCity
StateCTState
ZIP Code06355ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number8605728515RecipientPhoneNumber
Form And Info And MaterialsLETTER REQUEST, MOST RECENT ANNUAL REPORT, AND PURPOSE FOR APPLICATIONFormAndInfoAndMaterials
Submission DeadlinesNOSubmissionDeadlines
Restrictions On AwardsNORestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
BEMENT SCHOOL
94 OLD MAIN STREETDEERFIELDMA01342NONEEDUCATIONALCONTRIBUTION FOR EDUCATIONAL PROGRAMS$1,000
SPECIAL OLYMPICS CONNECTICUT
401 W THAMES STREETNORWICHCT06360NONEPUBLIC CHARITYTO HELP SUPPORT PROGRAMS$50
DENISON PEQUOTSEPOS NATURE CENTER
109 PEQUOTSEPOS ROADMYSTICCT06355NONEPUBLIC CHARITYTO HELP SUPPORT PROGRAMS$2,500
GOLDEN CRADLE ADOPTION SERVICES
1050 KINGS HIGHWAY NORTH-SUITE 201CHERRY HILLNJ08034NONEPUBLIC CHARITYTO HELP SUPPORT PROGRAMS$500
LAHEY CLINIC
41 MALL ROADBURLINGTONMA01805NONEHOSPITALTO HELP SUPPORT PROGRAMS$2,500
LAWRENCE & MEMORIAL HOSPITAL
365 MONTAUK AVENUENEW LONDONCT06320NONEHOSPITALTO HELP SUPPORT PROGRAMS$5,000
STONINGTON AMBULANCE CORPS
84 ALPHA AVENUESTONINGTONCT06378NONEAMBULANCE SERVICESTO HELP SUPPORT PROGRAMS$100
MYSTIC AQUARIUM
55 COOGAN BLVDMYSTICCT06355NONEPUBLIC CHARITYTO HELP SUPPORT PROGRAMS$10,000
MYSTIC BABE RUTH ASSOCIATION
24 BURROWS STREETMYSTICCT06355NONEPUBLIC CHARITYTO HELP SUPPORT PROGRAMS$500
MYSTIC LIONS ASSOCIATION
PO BOX 94MYSTICCT06355NONEPUBLIC CHARITYTO HELP SUPPORT PROGRAMS$500
MYSTIC SEAPORT
PO BOX 6000MYSTICCT06355NONEPUBLIC CHARITYTO HELP SUPPORT PROGRAMS$1,670
PINE POINT SCHOOL
89 BARNES ROADSTONINGHAMCT06378NONEEDUCATIONALCONTRIBUTION FOR EDUCATIONAL PROGRAMS$2,500
POLYCYSTIC KIDNEY FOUNDATION
4901 MAIN STREET-SUITE 200KANSAS CITYMO04112NONEPUBLIC CHARITYTO HELP SUPPORT PROGRAMS$500
SPRINGFIELD COLLEGE
263 ALDEN STREETSPRINGFIELDMA01109NONEEDUCATIONALCONTRIBUTION FOR EDUCATIONAL PROGRAMS$2,500
WESTERLY HOSPITAL FOUNDATION
25 WELLS STREETWESTERLYRI02891NONEPUBLIC CHARITYTO HELP SUPPORT PROGRAMS$1,000
WORK VESSELS FOR VETS INC
145 PEARL STREETNOANKCT06340NONEPUBLIC CHARITYTO HELP SUPPORT PROGRAMS$250
YMCA
HARRY AUSTIN ROADMYSTICCT06355NONEPUBLIC CHARITYTO HELP SUPPORT PROGRAMS$1,000
QUIAMBAUG FIRE DEPARTMENT
50 OLD STONINGTON ROADSTONINGTONCT06378NONEPUBLIC CHARITYTO HELP SUPPORT PROGRAMS$100
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year32170TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$13,307ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$13,307ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA13307TotalPartXVIA

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$1,400Amount
Net Investment Income700NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps700DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryINVESTMENT INCOMECategory
Amount$122Amount
Net Investment Income122NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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