BERNSTEIN FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BERNSTEIN FAMILY FOUNDATION (EIN 22-3514526)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-27
- IRS object ID
- 201211799349100001
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-27T07:12:59-05:00 | 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 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 BROAD STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100042306 | 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 | 223514526 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNSTEIN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % EVELYN BERNSTEIN | InCareOfName |
| Name Control | BERN | NameControl |
| Phone | 9739940299 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 SHREWSBURY DRIVE | AddressLine1 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 07039 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Evelyn Bernstein | Name |
| Title | President | Title |
| Date Signed | 2012-06-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124221000 | 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 | 271997 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3000 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 798 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 798 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1058 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 703174 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1058 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 4856 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1856 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 3000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1500 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1500 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2714 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 671 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 158 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 513 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6385 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1658 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2013 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 10385 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1658 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 6013 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -5529 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 198 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 24781 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 271368 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 271368 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 9104 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 6988 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 439 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 250000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 0 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 0 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 190 | OtherAssetsBOY |
| Other Assets EOY | 190 | OtherAssetsEOY |
| Other Assets EOYFMV | 190 | OtherAssetsEOYFMV |
| Total Assets BOY | 284075 | TotalAssetsBOY |
| Total Assets EOY | 278546 | TotalAssetsEOY |
| Total Assets EOYFMV | 271997 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 540050 | CapitalStockBOY |
| Capital Stock EOY | 540050 | CapitalStockEOY |
| Retained Earnings BOY | -255975 | RetainedEarningsBOY |
| Retained Earnings EOY | -261504 | RetainedEarningsEOY |
| Total Net Assets BOY | 284075 | TotalNetAssetsBOY |
| Total Net Assets EOY | 278546 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 284075 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 278546 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 284075 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -5529 | ExcessOfRevenueOverExpenses |
| Subtotal | 278546 | Subtotal |
| Total Net Assets Fund Balances EOY | 278546 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 200,000 SHS - BANK OF CHINA, 4.0% | P | 2011-02-08 | 2011-05-16 | 200000 | 200000 | ||
| 200,000 SHS - BANK OF CHINA, 4.0% | P | 2011-05-10 | 2011-08-19 | 200000 | 200000 | ||
| 50,000 SHS - BEAL BANK, TX, US, 3.0% | P | 2010-09-22 | 2011-04-27 | 50000 | 50000 | ||
| 200,000 SHS - BEAL BANK TX, US, 3.5% | P | 2010-11-10 | 2011-02-16 | 200000 | 200000 | ||
| 50,000 SHS - BEAL BANK, TX, US, 3.5% | P | 2011-04-19 | 2011-10-26 | 50000 | 50000 | ||
| 269 SHS - BANCO SANTANDER | P | 2009-01-30 | 2011-01-20 | 3174 | 2116 | 1058 | 1058 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1058 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 16435 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 108660 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.151252 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 7831 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 79783 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.098154 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 66600 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 103197 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.645368 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 55106 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 251056 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.219497 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 50909 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 228482 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.222814 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.337085 | TotalDistributionRatio |
| Average Distribution Ratio | 0.267417 | AverageDistributionRatio |
| Net Noncharitable Assets | 268893 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 71907 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 71909 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 6013 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4 | InvestmentIncomeExciseTax |
| Subtotal | 4 | Subtotal |
| Tax Based On Investment Income | 4 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 0 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 200 | TaxPaidWithExtension |
| Total Credits And Payments | 200 | TotalCreditsAndPayments |
| Overpayment | 196 | Overpayment |
| Amount Credited To Next Year | 196 | 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 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | DE | StatesFiledWith |
| 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 |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVELYN BERNSTEIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9739940299 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 SHREWSBURY DRIVE | AddressLine1 |
| City | livingston | City |
| State | NJ | State |
| ZIP Code | 07039 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| 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 |
| Relying Curr Notice Disaster Asst2 | X | RelyingCurrNoticeDisasterAsst2 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MARTIN BERNSTEIN | ||||||
| 85 SHREWSBURY DR | LIVINGSTON | NJ | 07039 | PRESIDENT (DEC'D 6/28/11) | 0 | 0 |
| EVELYN BERNSTEIN | ||||||
| 85 SHREWSBURY DRIVE | LIVINGSTON | NJ | 07039 | PRES/SEC/TREAS | 0 | 0 |
| SHERYL CILENTI | ||||||
| 11 COLONIAL WAY | MADISON | NJ | 07940 | DIRECTOR | 0 | 0 |
| JAMES ALLEN | ||||||
| 26 GATES AVE | WEST CALDWELL | NJ | 07006 | DIRECTOR | 0 | 0 |
| Nancy Bernstein | ||||||
| 7221 Taveshire Way | Bethesda | MD | 20817 | Director | 0 | 0 |
| Rabbi Peter Kasdan | ||||||
| 2020 Harborside Drive | Long Boat Key | FL | 34228 | Director | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 154669 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 118319 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 272988 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 272988 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4095 | CashDeemedCharitable |
| Net Noncharitable Assets | 268893 | NetNoncharitableAssets |
| Minimum Investment Return | 13445 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 13445 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4 | TaxBasedOnInvestmentIncome |
| Total Tax | 4 | TotalTax |
| Distributable Amount Before Adj | 13441 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 13441 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 13441 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 6013 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 6013 | QualifyingDistributions |
| Adj Qualifying Distributions | 6013 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 13441 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year5 | 39857 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 42651 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 61482 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 3842 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 13959 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 161791 | TotalExcessDistriCarryover |
| Qualifying Distributions | 6013 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 6013 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 7428 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 7428 | ExcessDistriCyovAppliedCY |
| Total Corpus | 154363 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 32429 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 121934 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 42651 | ExcessFromYear4 |
| Excess From Year3 | 61482 | ExcessFromYear3 |
| Excess From Year2 | 3842 | ExcessFromYear2 |
| Excess From Year1 | 13959 | ExcessFromYear1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTIN BERNSTEIN | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| 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 |
|---|---|---|---|---|---|---|---|
| TEMPLE EMANUEL | |||||||
| 264 WEST NORTHFIELD ROAD | LIVINGSTON | NJ | 07039 | NONE | PUBLIC CHARITY | TO AID DONEE ORGANIZATION IN FULFILLING THEIR EXEMPT PURPOSE. | $2,500 |
| SUSAN G KOMEN FOR THE CURE (FLORIDA AFFILIATE) | |||||||
| PO BOX 12848 | STPETERSBURG | FL | 33733 | NONE | PUBLIC CHARITY | TO AID DONEE ORGANIZATION IN FULFILLING THEIR EXEMPT PURPOSE. | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 507 WESTMINSTER AVENUE | ELIZABETH | NJ | 07208 | NONE | PUBLIC CHARITY | TO AID DONEE ORGANIZATION IN FULFILLING THEIR EXEMPT PURPOSE. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $798 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,058 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,856 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1856 | 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 | ACCOUNTING FEES | Category |
| Amount | $3,000 | Amount |
| Net Investment Income | 1500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1500 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BEAL BANK TX US - CD | 0 | 0 |
| BEAL BANK TX US - CD | 0 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 10 SHS - ARMSTRONG WORLD | ||
| INDUSTRIES INC. | 6988 | 439 |
| 269 SHS - BANCO SANTANDER SA | 0 | 0 |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER ASSET | Description |
| BOY Book Value | 190 | BOYBookValue |
| EOY Book Value | 190 | EOYBookValue |
| EOYFMV | 190 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| UBS - BUSINESS SVC ACCT FEE | 150 | 150 | 0 |
| NJ FILING FEE | 150 | 0 | 150 |
| DELAWARE CSC | 363 | 0 | 363 |
| FOREIGN TAX PAID | 8 | 8 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription |
|---|
| OTHER INCOME: |
| FEDERAL TAXES - 2009 OVERPAYMENT |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES -'10 BALANCE DUE | Category |
| Amount | $2,714 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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