SHIRLEY & DONALD RUBIN ALTE KAHKAS FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SHIRLEY & DONALD RUBIN ALTE KAHKAS FOUNDATION INC (EIN 30-0287290)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-03
- IRS object ID
- 201210949349100001
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-03T07:59:45-07:00 | 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 | Abraham C Kalker CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 S Franklin Turnpike | AddressLine1 |
| City | Ramsey | City |
| State | NJ | State |
| ZIP Code | 07446 | 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 | 300287290 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIRLEY & DONALD RUBIN ALTE KAHKAS | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHIR | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 EHRET DRIVE | AddressLine1 |
| City | MONSEY | City |
| State | NY | State |
| ZIP Code | 10952 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DON RUBIN | Name |
| Title | Director | Title |
| Date Signed | 2012-04-02 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ABRAHAM C KALKER | Name |
| Phone | 2018181515 | Phone |
| Self Employed | X | SelfEmployed |
| 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 | 32468 | 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 |
| Dividends Rev And Expnss | 51 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 51 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 51 | DividendsAdjNetIncm |
| Total Revenue And Expenses | 51 | TotalRevenueAndExpenses |
| Total Net Investment Income | 51 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 51 | TotalAdjustedNetIncome |
| Other Expenses Rev And Expnss | 25 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 25 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 25 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 25 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 25 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 25 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1800 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1800 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1825 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 25 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 25 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1800 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1774 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 26 | NetInvestmentIncome |
| Adjusted Net Income | 26 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 34242 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 32468 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 32468 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 34242 | TotalAssetsBOY |
| Total Assets EOY | 32468 | TotalAssetsEOY |
| Total Assets EOYFMV | 32468 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 34242 | UnrestrictedBOY |
| Unrestricted EOY | 32468 | UnrestrictedEOY |
| Total Net Assets BOY | 34242 | TotalNetAssetsBOY |
| Total Net Assets EOY | 32468 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 34242 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 32468 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 34242 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1774 | ExcessOfRevenueOverExpenses |
| Subtotal | 32468 | Subtotal |
| Total Net Assets Fund Balances EOY | 32468 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1799 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 34564 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05205 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1800 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 35871 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05018 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1091 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 36219 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.03012 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 25479 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.03925 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 24888 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04018 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.21178 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04236 | AverageDistributionRatio |
| Net Noncharitable Assets | 32855 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1392 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 1392 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1800 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
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 | NY | 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 | DON RUBIN | BusinessNameLine1 |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 EHRET DRIVE | AddressLine1 |
| City | MONSEY | City |
| State | NY | State |
| ZIP Code | 10952 | 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| STEVEN SLACKMAN | ||||||
| 30 SEPITAR LANE | CHESTNUT RIDGE | NY | 10952 | Director | 0.00 | 0 |
| RIVA NAIMAN | ||||||
| 6 BRIDLE ROAD | NEW HEMPSTEAD | NY | 10977 | Director | 0.00 | 0 |
| DR LEO RUBIN | ||||||
| 4 S AIRMONT ROAD | SUFFERN | NY | 10901 | Director | 0.00 | 0 |
| DR HILLEL NAIMAN | ||||||
| 6 BRIDLE ROAD | NEW HEMPSTEAD | NY | 10977 | Director | 0.00 | 0 |
| DONALD RUBIN | ||||||
| 7 EHRET DRIVE | MONSEY | NY | 10952 | Director | 0.00 | 0 |
| 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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 33355 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 33355 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 33355 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 500 | CashDeemedCharitable |
| Net Noncharitable Assets | 32855 | NetNoncharitableAssets |
| Minimum Investment Return | 1643 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1643 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 1643 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1643 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1643 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1800 | ExpensesAndContributions |
| Qualifying Distributions | 1800 | QualifyingDistributions |
| Adj Qualifying Distributions | 1800 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1643 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 1718 | UndistributedIncomePriorYear |
| Qualifying Distributions | 1800 | QualifyingDistributions |
| Applied To Year1 | 1718 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 82 | AppliedToCurrentYear |
| Undistributed Income CY | 1561 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD RUBIN | ContributingManager |
| 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 |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF MOSDOT BEER YIT | |||||||
| 1736 EAST 3RD STREET | BROOKLYN | NY | 11223 | NONE | EXEMPT | EXEMPT FUNCTIONS | $600 |
| KHAL BAIS YITZCHOK | |||||||
| 2016 AVENUE L | BROOKLYN | NY | 11230 | NONE | EXEMPT | EXEMPT FUNCTIONS | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1800 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $51 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $51 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 51 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NYS DEPARTMENT OF LAW ANNUAL FEE | Description |
| Revenue And Expenses Per Books | 25 | RevenueAndExpensesPerBooks |
| Net Investment Income | 25 | NetInvestmentIncome |
| Adjusted Net Income | 25 | AdjustedNetIncome |
Comments