MICHAEL B RUKIN CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL B RUKIN CHARITABLE FOUNDATION (EIN 22-2992115)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201243209349100629
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T09:06:46-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042917204 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 WESTFORD STREET | AddressLine1 |
| City | LOWELL | City |
| State | MA | State |
| ZIP Code | 01851 | 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 | 222992115 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL B RUKIN CHARITABLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O CREATIVE RESTAURANT SOLUTIONS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MICH | NameControl |
| Phone | 2026053100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401E GORDON DRIVE | AddressLine1 |
| City | EXTON | City |
| State | PA | State |
| ZIP Code | 19341 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MORREEN RUKIN BAYLES | Name |
| Title | TRUSTEE | Title |
| Phone | 2026053100 | Phone |
| Date Signed | 2012-10-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAYMOND L ANSTISS JR | Name |
| PTIN | P00142883 | PTIN |
| Phone | 9784522500 | Phone |
| Date Prepared | 2012-10-30 | DatePrepared |
| 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 | 371152 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 321341 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 4 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1253 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1253 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1751 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 28774 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1751 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 285 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 324634 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3008 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4250 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 32 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4285 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 47000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 47000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 51285 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 47000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 273349 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3008 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 31617 | CashBOY |
| Cash EOY | 5654 | CashEOY |
| Cash EOYFMV | 5654 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 533 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 131920 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 131920 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 89209 | InvestmentsOtherBOY |
| Investments Other EOY | 257134 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 233578 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 121359 | TotalAssetsBOY |
| Total Assets EOY | 394708 | TotalAssetsEOY |
| Total Assets EOYFMV | 371152 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 121359 | CapitalStockBOY |
| Capital Stock EOY | 394708 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 121359 | TotalNetAssetsBOY |
| Total Net Assets EOY | 394708 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 121359 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 394708 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 121359 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 273349 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 394708 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 394708 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 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 |
|---|---|---|---|---|---|---|---|
| 468.38 GOLDMAN SACHS CAPITAL GROWTH | P | 2002-11-11 | 2011-01-05 | 10000 | 9269 | 731 | 731 |
| 433.85 SHS GOLDMAN SACHS GROWTH OPPORTUNITIES | P | 2005-12-08 | 2011-01-05 | 10000 | 9577 | 423 | 423 |
| 294.99 SHS GOLDMAN SACHS CONC. INTERNATIONAL | P | 2001-05-30 | 2011-01-05 | 5000 | 5130 | -130 | -130 |
| GNMA RETURN OF PRINCIPAL | D | 2011-11-30 | 2011-12-15 | 1532 | 1532 | 0 | 0 |
| GNMA RETURN OF PRINCIPAL | D | 2011-11-30 | 2011-12-15 | 445 | 445 | 0 | 0 |
| GNMA RETURN OF PRINCIPAL | D | 2011-11-30 | 2011-12-15 | 1070 | 1070 | 0 | 0 |
| CAPITAL GAINS DIVIDENDS | P | 727 | 727 | 727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1751 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 10700 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 93575 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.114347 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 91433 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 206850 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.442026 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 77433 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 354600 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.218367 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 76331 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 375202 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.203440 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 121251 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 462887 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.261945 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.240125 | TotalDistributionRatio |
| Average Distribution Ratio | 0.248025 | AverageDistributionRatio |
| Net Noncharitable Assets | 117806 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 29219 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 30 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 29249 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 47000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 30 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 30 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 30 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 33 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 100 | TaxPaidWithExtension |
| Total Credits And Payments | 133 | TotalCreditsAndPayments |
| Overpayment | 103 | Overpayment |
| Amount Credited To Next Year | 103 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MORREEN RUKIN BAYLES | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6105942065 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CREATIVE RESTAURANT 401E GORDON | AddressLine1 |
| Address Line2 | DRIVE | AddressLine2 |
| City | EXTON | City |
| State | PA | State |
| ZIP Code | 19341 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | MAUREEN RUKIN BAYLES | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401E GORDON DRIVE | AddressLine1 |
| City | EXTON | City |
| State | PA | State |
| ZIP Code | 19341 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE ACTIVITIES WERE RELATED TO DIRECT CASH CONTRIBUTIONS TO QUALIFIED 501(C)(3) ENTITIES. SEE PART XV | Description1 |
| Expenses1 | 47000 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 103000 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 16600 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 119600 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 119600 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1794 | CashDeemedCharitable |
| Net Noncharitable Assets | 117806 | NetNoncharitableAssets |
| Minimum Investment Return | 5890 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5890 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 30 | TaxBasedOnInvestmentIncome |
| Total Tax | 30 | TotalTax |
| Distributable Amount Before Adj | 5860 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 5860 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 5860 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 47000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 47000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 30 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 46970 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5860 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 98139 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 57979 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 59937 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 81186 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 6038 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 303279 | TotalExcessDistriCarryover |
| Qualifying Distributions | 47000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 5860 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 41140 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 344419 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 98139 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 246280 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 57979 | ExcessFromYear4 |
| Excess From Year3 | 59937 | ExcessFromYear3 |
| Excess From Year2 | 81186 | ExcessFromYear2 |
| Excess From Year1 | 6038 | ExcessFromYear1 |
| Excess From Current Year | 41140 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| HIAS | |||||||
| 333 SEVENTH AVE 16TH FLOOR | NEW YORK | NY | 10001 | NONE | NONPROFIT | UNRESTRICTED | $25,000 |
| JEWISH FUNDERS NETWORK | |||||||
| 150 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | NONPROFIT | UNRESTRICTED | $6,000 |
| ARNOLD P GOLD FOUNDATION | |||||||
| 619 PALISADE AVENUE | ENGLEWOOD CLIFFS | NJ | 07632 | NONE | NONPROFIT | UNRESTRICTED | $2,500 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | NONPROFIT | UNRESTRICTED | $5,000 |
| NEW HAMPSHIRE MUSIC FESTIVAL | |||||||
| 52 SYMPHONY LANE | CENTER HARBOR | NH | 03226 | NONE | NONPROFIT | UNRESTRICTED | $1,000 |
| PEF ENDOWMENT FUNDS INC | |||||||
| 317 MADISON AVENUE SUITE 607 | NEW YORK | NY | 10017 | NONE | NONPROFIT | UNRESTRICTED | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 47000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,253 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,751 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC INCOME | Description |
| Related Or Exempt Function Income | 285 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $3,008 | ExclusionAmount |
| Related Or Exempt Function Income | 285 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3293 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumber |
| Relationship Statement | MISCELLANEOUS EXEMPT INCOME | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | MICHAEL B RUKIN CHARITABLE REMAINDE | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 DAG HAMMARSKJOLD PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 321341 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | MARKETABLE SECURITIES | NoncashPropertyDescription |
| Fair Market Value | 321341 | FairMarketValue |
| Date Received | 2011-11-30 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,250 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (9 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| GS- AFFYMETRIX INC | AT COST | 15666 | 614 |
| GS- INCYTE CORP | AT COST | 14913 | 3002 |
| GS- CAPITAL GROWTH CLASS A | AT COST | 12865 | 16936 |
| GS- GROWTH OPPORTUNITY CLASS A | AT COST | 10611 | 12079 |
| GS- CONCENTRATED INT'L EQUITY FUND | AT COST | 12317 | 10319 |
| GS- GMAC MTG | AT COST | 8573 | 8330 |
| GS- GN II 30 YR | AT COST | 142280 | 142799 |
| GS- GNMA | AT COST | 11158 | 11250 |
| GS- GNMA | AT COST | 28751 | 28249 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK & FILINGS FEES | Description |
| Revenue And Expenses Per Books | 3 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC INCOME | Description |
| Revenue And Expenses Per Books | 285 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 285 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $32 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments