EL PUENTE CHARITABLE FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
EL PUENTE CHARITABLE FOUNDATION (EIN 77-0557020)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-08-15
IRS object ID
201222289349101107
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)
Timestamp2012-08-15T14:45:12-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Koehler & Associates CPAsBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11541 The AlamedaAddressLine1
CitySan JoseCity
StateCAState
ZIP Code951263435ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN770557020EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1El Puente Charitable FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlELPUNameControl
Phone4085694898Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14730 Doyle DriveAddressLine1
CitySan JoseCity
StateCAState
ZIP Code95129ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRussell FeirsteinName
TitleSecretaryTitle
Date Signed2012-08-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDavid R Koehler CPAName
Phone4082867400Phone
Self EmployedXSelfEmployed
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 EOY333560FMVAssetsEOY
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 Expnss3InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm3InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm3InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss7975DividendsRevAndExpnss
Dividends Net Invst Incm7975DividendsNetInvstIncm
Dividends Adj Net Incm7975DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss-3406NetGainSaleAssetsRevAndExpnss
Gross Sales Price124798GrossSalesPrice
Total Revenue And Expenses4572TotalRevenueAndExpenses
Total Net Investment Income7978TotalNetInvestmentIncome
Total Adjusted Net Income7978TotalAdjustedNetIncome
Accounting Fees Rev And Expnss2750AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps2750AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss5527OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm5527OtherProfFeesNetInvstIncm
Taxes Rev And Expnss552TaxesRevAndExpnss
Taxes Net Invst Incm552TaxesNetInvstIncm
Other Expenses Rev And Expnss1814OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps1814OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss10643TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm6079TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps4564TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss6870ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps6870ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss17513TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm6079TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps11434TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-12941ExcessOfRevenueOverExpenses
Net Investment Income1899NetInvestmentIncome
Adjusted Net Income7978AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY94891SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY1270SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV1270SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY233672InvestmentsCorpStockBOY
Investments Corp Stock EOY314352InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV291945InvestmentsCorpStockEOYFMV
Investments Other BOY134452InvestmentsOtherBOY
Investments Other EOY134452InvestmentsOtherEOY
Investments Other EOYFMV40345InvestmentsOtherEOYFMV
Total Assets BOY463015TotalAssetsBOY
Total Assets EOY450074TotalAssetsEOY
Total Assets EOYFMV333560TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY463015RetainedEarningsBOY
Retained Earnings EOY450074RetainedEarningsEOY
Total Net Assets BOY463015TotalNetAssetsBOY
Total Net Assets EOY450074TotalNetAssetsEOY
Total Liabilities Net Assets BOY463015TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY450074TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY463015TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-12941ExcessOfRevenueOverExpenses
Subtotal450074Subtotal
Total Net Assets Fund Balances EOY450074TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income-3406CapitalGainNetIncome
Net Short Term Capital Gain Or Loss-13795NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year114688QualifyingDistributionsYear1
Noncharitable Assets Year1337720NoncharitableAssetsYear1
Distribution Ratio Year10.04349DistributionRatioYear1
Qualifying Distributions Year213001QualifyingDistributionsYear2
Noncharitable Assets Year2424988NoncharitableAssetsYear2
Distribution Ratio Year20.03059DistributionRatioYear2
Qualifying Distributions Year324098QualifyingDistributionsYear3
Noncharitable Assets Year3574047NoncharitableAssetsYear3
Distribution Ratio Year30.04198DistributionRatioYear3
Qualifying Distributions Year413436QualifyingDistributionsYear4
Noncharitable Assets Year4683402NoncharitableAssetsYear4
Distribution Ratio Year40.01966DistributionRatioYear4
Qualifying Distributions Year521067QualifyingDistributionsYear5
Noncharitable Assets Year5653735NoncharitableAssetsYear5
Distribution Ratio Year50.03223DistributionRatioYear5
Total Distribution Ratio0.16795TotalDistributionRatio
Average Distribution Ratio0.03359AverageDistributionRatio
Net Noncharitable Assets373516NetNoncharitableAssets
Adjusted Noncharitable Assets12546AdjustedNoncharitableAssets
One Percent Net Investment Income19OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One12565AdjNonchrtblAssetsAndOnePct
Qualifying Distributions11434QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax38InvestmentIncomeExciseTax
Subtotal38Subtotal
Tax Based On Investment Income38TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment225EstTaxPaymentsAndOverpayment
Total Credits And Payments225TotalCreditsAndPayments
Overpayment187Overpayment
Amount Credited To Next Year187AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508efalseRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationtruePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website Addresswww.elpuentefoundation.orgWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1David R KoehlerBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number4082867400BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11541 The AlamedaAddressLine1
CitySan JoseCity
StateCAState
ZIP Code95126ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

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
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
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 (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Russell S Feirstein
4730 Doyle RoadSan JoseCA95129Treasurer, Sec.2.000
Russell S Feirstein
4730 Doyle RoadSan JoseCA95129Director2.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1Provide temporary financial assistance to qualified low-income individuals to enhance their opportunities for success. This assistance can be for housing, educational, medical and/or general living expenses. Multiple benefit applicants were provided with financial assistance during the year.Description1
Expenses10Expenses1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities351850AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances27354AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets379204TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets379204AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable5688CashDeemedCharitable
Net Noncharitable Assets373516NetNoncharitableAssets
Minimum Investment Return18676MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgXSect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions11434ExpensesAndContributions
Qualifying Distributions11434QualifyingDistributions
Adj Qualifying Distributions11434AdjQualifyingDistributions

Private Operating Foundations PrivateOperatingFoundations

FieldValueIRS element (for citing)
Date Of Ruling2002-04-25DateOfRuling
Section4942j3XSection4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

FieldValueIRS element (for citing)
Current Year7978CurrentYear
Year17018Year1
Year23942Year2
Year354Year3
Total18992Total

Percent85 Of Lessor Percent85OfLessor

FieldValueIRS element (for citing)
Current Year6781CurrentYear
Year15965Year1
Year23351Year2
Year346Year3
Total16143Total

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Current Year11434CurrentYear
Year114688Year1
Year213001Year2
Year324205Year3
Total63328Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

FieldValueIRS element (for citing)
Current Year11434CurrentYear
Year114688Year1
Year213001Year2
Year324205Year3
Total63328Total

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

FieldValueIRS element (for citing)
Current Year12450CurrentYear
Year111257Year1
Year214166Year2
Year319134Year3
Total57007Total

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerRussell S FeirsteinContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
Kathleen McKeown
5 Jones St Apt 5New YorkNY10014NoneN/ARental Assistance$4,000
Franco Penzia
2020 Southwest Expy Apts 110San JoseCA95126NoneN/ARental Assistance$1,600
Shwanee Alfinito
2550 Hanover StreetPalo AltoCA94304NoneN/ALoan payment assistance$320
Christobal Garcia
503 Ameswood PlaceRoundrockTX78664NoneN/ARental Assistance$520
Joyeria Del Sol
117 Greencroft RoadBedfordOH44146NoneN/ARental Assistance$430
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year6870TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$7,975ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income-3406RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$7,978ExclusionAmount
Related Or Exempt Function Income-3406RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA4572TotalPartXVIA

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryAccounting Services and Return Prep.Category
Amount$2,750Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps2750DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrps
State fee1010
Office Supplies135135
Employee Welfare16691669

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryInvestment FeesCategory
Amount$5,527Amount
Net Investment Income5527NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncome
Foreign Taxes Paid on Dividends$352352
Excise Taxes$200200

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.