KIBEL FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
KIBEL FOUNDATION INC (EIN 13-6167907)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-10
IRS object ID
201201319349100435
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)
Timestamp2012-05-10T10:02:57-04:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Berdon LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1360 Madison AveAddressLine1
CityNew YorkCity
StateNYState
ZIP Code10017ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN136167907EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1KIBEL FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% KIBEL FOUNDATIONInCareOfName
Name ControlKIBENameControl
Phone2124815700Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O THE KIBEL COMPANIES LLCAddressLine1
Address Line2300 EAST 34TH STREETAddressLine2
CityNEW YORKCity
StateNYState
ZIP Code10016ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameHenry KibelName
TitlePresidentTitle
Phone5169313100Phone
Date Signed2012-05-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePaul FritzName
Phone2128320400Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY197040FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss200000ContriReceivedRevAndExpnss
Dividends Rev And Expnss3400DividendsRevAndExpnss
Dividends Net Invst Incm3400DividendsNetInvstIncm
Total Revenue And Expenses203400TotalRevenueAndExpenses
Total Net Investment Income3400TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Taxes Rev And Expnss125TaxesRevAndExpnss
Other Expenses Rev And Expnss175OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps175OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss300TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps175TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss174575ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps174575ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss174875TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps174750TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses28525ExcessOfRevenueOverExpenses
Net Investment Income3400NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY118515CashBOY
Cash EOY147040CashEOY
Cash EOYFMV147040CashEOYFMV
Investments Other BOY50000InvestmentsOtherBOY
Investments Other EOY50000InvestmentsOtherEOY
Investments Other EOYFMV50000InvestmentsOtherEOYFMV
Total Assets BOY168515TotalAssetsBOY
Total Assets EOY197040TotalAssetsEOY
Total Assets EOYFMV197040TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY168515RetainedEarningsBOY
Retained Earnings EOY197040RetainedEarningsEOY
Total Net Assets BOY168515TotalNetAssetsBOY
Total Net Assets EOY197040TotalNetAssetsEOY
Total Liabilities Net Assets BOY168515TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY197040TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY168515TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses28525ExcessOfRevenueOverExpenses
Subtotal197040Subtotal
Total Net Assets Fund Balances EOY197040TotalNetAssetsFundBalancesEOY
FieldValueIRS element (for citing)
Capital Gains And LossesCapitalGainsAndLosses

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1202431QualifyingDistributionsYear1
Noncharitable Assets Year1213650NoncharitableAssetsYear1
Distribution Ratio Year10.947489DistributionRatioYear1
Qualifying Distributions Year2240495QualifyingDistributionsYear2
Noncharitable Assets Year2232866NoncharitableAssetsYear2
Distribution Ratio Year21.032761DistributionRatioYear2
Qualifying Distributions Year3244131QualifyingDistributionsYear3
Noncharitable Assets Year3230269NoncharitableAssetsYear3
Distribution Ratio Year31.060199DistributionRatioYear3
Qualifying Distributions Year4181160QualifyingDistributionsYear4
Noncharitable Assets Year4236761NoncharitableAssetsYear4
Distribution Ratio Year40.76516DistributionRatioYear4
Qualifying Distributions Year5181655QualifyingDistributionsYear5
Noncharitable Assets Year5263960NoncharitableAssetsYear5
Distribution Ratio Year50.688191DistributionRatioYear5
Total Distribution Ratio4.4938TotalDistributionRatio
Average Distribution Ratio0.89876AverageDistributionRatio
Net Noncharitable Assets208525NetNoncharitableAssets
Adjusted Noncharitable Assets187414AdjustedNoncharitableAssets
One Percent Net Investment Income34OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One187448AdjNonchrtblAssetsAndOnePct
Qualifying Distributions174750QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax68InvestmentIncomeExciseTax
Subtotal68Subtotal
Tax Based On Investment Income68TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment107EstTaxPaymentsAndOverpayment
Total Credits And Payments107TotalCreditsAndPayments
Overpayment39Overpayment
Amount Credited To Next Year39AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1KIBEL FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number2124815700BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1300 EAST 34TH STAddressLine1
CityNew YorkCity
StateNYState
ZIP Code10016ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Relying Curr Notice Disaster Asst2XRelyingCurrNoticeDisasterAsst2
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameHENRY KIBELPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 EAST 65TH STREETAddressLine1
CityNew YorkCity
StateNYState
ZIP Code10021ZIPCode
FieldValueIRS element (for citing)
TitlePRESIDENTTitle
Avg Hours Per Wk Devoted To Position0AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1N/ADescription1
FieldValueIRS element (for citing)
Sum Of Program Related InvestmentsSumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities50000AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances161701AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets211701TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets211701AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3176CashDeemedCharitable
Net Noncharitable Assets208525NetNoncharitableAssets
Minimum Investment Return10426MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return10426MinimumInvestmentReturn
Tax Based On Investment Income68TaxBasedOnInvestmentIncome
Total Tax68TotalTax
Distributable Amount Before Adj10358DistributableAmountBeforeAdj
Distributable Amount Before Ded10358DistributableAmountBeforeDed
Distributable Amount As Adjusted10358DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions174750ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets0AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test0AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test0AmountsSetAsideCashDistriTest
Qualifying Distributions174750QualifyingDistributions
Adj Qualifying Distributions174750AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted10358DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Prior Year12009PriorYear1
Prior Year22008PriorYear2
Prior Year32007PriorYear3
Excess Distri Carryover Year5168593ExcessDistriCarryoverYear5
Excess Distri Carryover Year4169441ExcessDistriCarryoverYear4
Excess Distri Carryover Year3232686ExcessDistriCarryoverYear3
Excess Distri Carryover Year2228886ExcessDistriCarryoverYear2
Excess Distri Carryover Year1191816ExcessDistriCarryoverYear1
Total Excess Distri Carryover991422TotalExcessDistriCarryover
Qualifying Distributions174750QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Current Year10358AppliedToCurrentYear
Remaining Distri From Corpus164392RemainingDistriFromCorpus
Total Corpus1155814TotalCorpus
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5168593ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year987221ExcessDistriCyovToNextYear
Excess From Year4169441ExcessFromYear4
Excess From Year3232686ExcessFromYear3
Excess From Year2228886ExcessFromYear2
Excess From Year1191816ExcessFromYear1
Excess From Current Year164392ExcessFromCurrentYear
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundations

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerHENRY KIBELContributingManager
Shareholder ManagerNAShareholderManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameMR HENRY KIBELRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1300 EAST 34TH STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10016ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2124815700RecipientPhoneNumber
Form And Info And MaterialsTHE ORGANIZATION THAT REQUESTS CONTRIBUTIONS SUBMITS A LETTER INDICATING THE ORGANIZATION'S ACTIVITIES AND INTENDED USE OF THE GIFT.FormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
THE METROPOLITAN MUSEUM OF ART
1000 Fifth Avenue at 82nd StreetNew YorkNY10028NONEEXEMPTGENERAL PURPOSE$10,000
HAVERFORD COLLEGE
370 Lancaster AvenueHaverfordPA19041NONEEXEMPTGeneral PURPOSE$10,000
NYU MEDICAL CENTER
550 1st AvenueNew YorkNY10016NONEEXEMPTGENERAL PURPOSE$20,000
PROJECT RENEWAL
200 Varick StreetNew YorkNY10014NONEEXEMPTGENERAL PURPOSE$1,000
JUVENILE DIABETES FOUNDATION
26 Broadway 14th FloorNew YorkNY10004NONEEXEMPTGENERAL PURPOSE$10,000
NAOMI BERRIE DIABeTES CENTER
1150 St Micholas AvenueNew YorkNY10032NONEEXEMPTGENERAL PURPOSE$10,000
BIRCH WATHEN LENOX SCHOOL - LEADERSHIP CLUB
210 East 77th StreetNew YorkNY10075NONEEXEMPTGENERAL PURPOSE$20,000
Children's Hospital of Philadelphia
south 34th street civic center blPhiladelhiaPA19104NoneExemptGeneral Purpose$30,000
Cornell University
410 Thurston AvenueIthacaNY14853noneExemptGeneral Purpose$10,000
NYC Ballet - Nutcracker Family
20 Lincoln CenterNew YorkNY10023noneExemptGeneral Purpose$12,575
New York presbyterian Fund Inc
525 East 68th StreetNew YorkNY10065noneexemptgeneral purpose$20,000New York
Seeds of Peace
370 Lexingtin Avenue Suite 2103New YorkNY10017noneexemptgeneral purpose$10,000
National Foundation for Facial Reconstruction
333 East 30th Street Lobby UnitNew YorkNY10016noneexemptgeneral purpose$1,000
Irvington Education Foundation
PO Box 93IrvingtonNY105330093noneexemptgeneral purpose$5,000
Irvingtion PTSA
40 North BroadwayIrvingtonNY10533noneexemptgeneral purpose$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year174575TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

FieldValueIRS element (for citing)
Fees Contracts From Govt AgenciesFeesContractsFromGovtAgencies
Membership Dues And AssessmentsMembershipDuesAndAssessments
Int On Savings And Temp Cash InvstIntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3,400ExclusionAmount
FieldValueIRS element (for citing)
Net Rental Incm Re Debt Fincd PropNetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal PropertyNetRentalIncmPersonalProperty
Other Investment Income Part VIIOtherInvestmentIncomePartVII
Gain Sales Assets Oth Than InvntryGainSalesAssetsOthThanInvntry
Net Income Loss From Special EventsNetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of InvntryGrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$3,400ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA3400TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualHENRY KIBELContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1200 EAST 65TH STREETAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10021ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions200000AggregateContributions
Person Contribution TypeXPersonContributionType

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemSTATE OF ISRAEL BONDSCategoryOrItem
Book Value50000BookValue
EOYFMV50000EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrps
FILING FEES5050
NY LAW JOURNAL125125

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryUNITED STATES TREASURYCategory
Amount$125Amount

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