STUART S FLAMBERG FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: STUART S FLAMBERG FOUNDATION (EIN 22-3755887)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-11
IRS object ID: 201203169349100000
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
Form 990-PF
Accounting Fees Schedule
Other Decreases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-11T02:38:49-08:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Capital Enhancement LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	465 South Street	AddressLine1
City	Morristown	City
State	NJ	State
ZIP Code	07960	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	223755887	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	The Stuart S Flamberg Foundation	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	STUA	NameControl

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5 Tanglewood Court	AddressLine1
City	Colts Neck	City
State	NJ	State
ZIP Code	07722	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Stuart S Flamberg	Name
Title	Trustee	Title
Date Signed	2012-11-11	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Steven A Calvelli	Name
Phone	9733261000	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	138581	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	1	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	1	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	1	InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss	2888	DividendsRevAndExpnss
Dividends Net Invst Incm	2888	DividendsNetInvstIncm
Dividends Adj Net Incm	2888	DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss	3424	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	6058	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	3424	CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm	3424	NetSTCGAdjNetIncm
Total Revenue And Expenses	6313	TotalRevenueAndExpenses
Total Net Investment Income	6313	TotalNetInvestmentIncome
Total Adjusted Net Income	6313	TotalAdjustedNetIncome
Accounting Fees Rev And Expnss	1300	AccountingFeesRevAndExpnss
Tot Opr Expenses Rev And Expnss	1300	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	7900	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	7900	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	9200	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	7900	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-2887	ExcessOfRevenueOverExpenses
Net Investment Income	6313	NetInvestmentIncome
Adjusted Net Income	6313	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	7929	CashBOY
Cash EOY	735	CashEOY
Cash EOYFMV	735	CashEOYFMV
Investments Corp Stock BOY	84103	InvestmentsCorpStockBOY
Investments Corp Stock EOY	52913	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	137846	InvestmentsCorpStockEOYFMV
Total Assets BOY	92032	TotalAssetsBOY
Total Assets EOY	53648	TotalAssetsEOY
Total Assets EOYFMV	138581	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	42878	CapitalStockBOY
Capital Stock EOY	42878	CapitalStockEOY
Retained Earnings BOY	49154	RetainedEarningsBOY
Retained Earnings EOY	10770	RetainedEarningsEOY
Total Net Assets BOY	92032	TotalNetAssetsBOY
Total Net Assets EOY	53648	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	92032	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	53648	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	92032	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-2887	ExcessOfRevenueOverExpenses
Subtotal	89145	Subtotal
Other Decreases	35497	OtherDecreases
Total Net Assets Fund Balances EOY	53648	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Field	Value	IRS element (for citing)
Description Of Asset	Fidelity	DescriptionOfAsset
How Acquired	P	HowAcquired
Date Acquired	2010-12-31	DateAcquired
Date Sold	2011-12-31	DateSold
Gross Sales Price	6058	GrossSalesPrice
Cost Or Other Basis	2634	CostOrOtherBasis
Gain Or Loss	3424	GainOrLoss
Gains Minus Excess Or Losses	3424	GainsMinusExcessOrLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	3424	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	3424	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	5239	QualifyingDistributionsYear1
Noncharitable Assets Year1	141061	NoncharitableAssetsYear1
Distribution Ratio Year1	0.03714	DistributionRatioYear1
Qualifying Distributions Year2	7451	QualifyingDistributionsYear2
Noncharitable Assets Year2	114022	NoncharitableAssetsYear2
Distribution Ratio Year2	0.06535	DistributionRatioYear2
Qualifying Distributions Year3	179	QualifyingDistributionsYear3
Noncharitable Assets Year3	145036	NoncharitableAssetsYear3
Distribution Ratio Year3	0.00123	DistributionRatioYear3
Noncharitable Assets Year4	149068	NoncharitableAssetsYear4
Total Distribution Ratio	0.10372	TotalDistributionRatio
Average Distribution Ratio	0.02593	AverageDistributionRatio
Net Noncharitable Assets	141537	NetNoncharitableAssets
Adjusted Noncharitable Assets	3670	AdjustedNoncharitableAssets
One Percent Net Investment Income	63	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	3733	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	7900	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	63	InvestmentIncomeExciseTax
Subtotal	63	Subtotal
Tax Based On Investment Income	63	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	39	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	100	TaxPaidWithExtension
Total Credits And Payments	139	TotalCreditsAndPayments
Overpayment	76	Overpayment
Amount Credited To Next Year	76	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	false	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	NJ	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Stuart S Flamberg	BusinessNameLine1

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	5 Tanglewood Court	AddressLine1
City	Colts Neck	City
State	NJ	State
ZIP Code	07722	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

Field	Value	IRS element (for citing)
Person Name	Stuart S Flamberg	PersonName

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5 Tanglewood Court	AddressLine1
City	Colts Neck	City
State	NJ	State
ZIP Code	07722	ZIPCode

Field	Value	IRS element (for citing)
Title	Trustee	Title
Avg Hours Per Wk Devoted To Position	0.00	AvgHoursPerWkDevotedToPosition
Compensation	0	Compensation

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	139360	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	4332	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	143692	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	143692	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	2155	CashDeemedCharitable
Net Noncharitable Assets	141537	NetNoncharitableAssets
Minimum Investment Return	7077	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	7077	MinimumInvestmentReturn
Tax Based On Investment Income	63	TaxBasedOnInvestmentIncome
Total Tax	63	TotalTax
Distributable Amount Before Adj	7014	DistributableAmountBeforeAdj
Distributable Amount Before Ded	7014	DistributableAmountBeforeDed
Distributable Amount As Adjusted	7014	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	7900	ExpensesAndContributions
Qualifying Distributions	7900	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	63	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	7837	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	7014	DistributableAmountAsAdjusted
Undistributed Income Prior Year	6875	UndistributedIncomePriorYear
Qualifying Distributions	7900	QualifyingDistributions
Applied To Year1	6875	AppliedToYear1
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	1025	AppliedToCurrentYear
Undistributed Income CY	5989	UndistributedIncomeCY

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
CHABAD Jewish Center
14 South Holmdel Road	Holmdel	NJ	07733	Charity	Unrelated	General Purpose	$5,400
NYU Stern School
PO Box 837	New York	NY	10009	Charity	Unrelated	General Purpose	$2,500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	7900	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	1	RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	2888	RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	3424	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	6313	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	6313	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	Capital Enhancement	Category
Amount	$1,300	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	Decreases in asset value	Description
Amount	$35,497	Amount

STUART S FLAMBERG FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

US Address USAddress

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Comments