BERNSTEIN FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BERNSTEIN FAMILY FOUNDATION (EIN 22-3514526)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201141369349101904
- Schema version
- 2010v3.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T13:08:49-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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) |
|---|---|---|
| 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 | Martin Bernstein | Name |
| Title | President | Title |
| Phone | 9739940299 | Phone |
| Date Signed | 2011-05-06 | 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 | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 278215 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 215705 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 595 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 595 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 371 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 263021 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 148862 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 281 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 216952 | TotalRevenueAndExpenses |
| Total Net Investment Income | 149457 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| 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 | 281 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 610 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 116 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 535 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3891 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1616 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2035 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 14400 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 14400 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 18291 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1616 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 16435 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 198661 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 147841 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 26120 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 24781 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 24781 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 50000 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 0 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 0 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 9104 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 9104 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3295 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 250000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 249949 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 190 | OtherAssetsBOY |
| Other Assets EOY | 190 | OtherAssetsEOY |
| Other Assets EOYFMV | 190 | OtherAssetsEOYFMV |
| Total Assets BOY | 85414 | TotalAssetsBOY |
| Total Assets EOY | 284075 | TotalAssetsEOY |
| Total Assets EOYFMV | 278215 | 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 | -454636 | RetainedEarningsBOY |
| Retained Earnings EOY | -255975 | RetainedEarningsEOY |
| Total Net Assets BOY | 85414 | TotalNetAssetsBOY |
| Total Net Assets EOY | 284075 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 85414 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 284075 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 85414 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 198661 | ExcessOfRevenueOverExpenses |
| Subtotal | 284075 | Subtotal |
| Total Net Assets Fund Balances EOY | 284075 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 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 |
|---|---|---|---|---|---|---|---|
| 5,000 SHS - MESABI TRUST | D | 2010-11-09 | 2010-11-16 | 213021 | 64159 | 148862 | 148862 |
| 50,000 AMER EXP BK FSB CD - REDEMPTION | P | 2010-06-22 | 2010-09-22 | 50000 | 50000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 148862 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 7831 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 79783 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.098154 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 66600 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 103197 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.645368 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 55106 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 251056 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.219497 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 50909 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 228482 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.222814 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 111806 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 197588 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.565854 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.751687 | TotalDistributionRatio |
| Average Distribution Ratio | 0.350337 | AverageDistributionRatio |
| Net Noncharitable Assets | 108660 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 38068 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1478 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 39546 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 16435 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2957 | InvestmentIncomeExciseTax |
| Subtotal | 2957 | Subtotal |
| Tax Based On Investment Income | 2957 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 281 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 281 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 38 | PenaltyForUnderpayment |
| Tax Due | 2714 | TaxDue |
| Amount Credited To Next Year | 0 | 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 | MARTIN 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 |
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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MARTIN BERNSTEIN | ||||||||
| 85 SHREWSBURY DR | LIVINGSTON | NJ | 07039 | PRESIDENT | 0 | 0 | 0 | 0 |
| EVELYN BERNSTEIN | ||||||||
| 85 SHREWSBURY DRIVE | LIVINGSTON | NJ | 07039 | SEC/TREAS | 0 | 0 | 0 | 0 |
| SHERYL CILENTI | ||||||||
| 11 COLONIAL WAY | MADISON | NJ | 07940 | DIRECTOR | 0 | 0 | 0 | 0 |
| JAMES ALLEN | ||||||||
| 26 GATES AVE | WEST CALDWELL | NJ | 07006 | DIRECTOR | 0 | 0 | 0 | 0 |
| Nancy Bernstein | ||||||||
| 7221 Taveshire Way | Bethesda | MD | 20817 | Director | 0 | 0 | 0 | 0 |
| Rabbi Peter Kasdan | ||||||||
| 2020 Harborside Drive | Long Boat Key | FL | 34228 | Director | 0 | 0 | 0 | 0 |
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 | 87006 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 23309 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 110315 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 110315 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1655 | CashDeemedCharitable |
| Net Noncharitable Assets | 108660 | NetNoncharitableAssets |
| Minimum Investment Return | 5433 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5433 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2957 | TaxBasedOnInvestmentIncome |
| Total Tax | 2957 | TotalTax |
| Distributable Amount Before Adj | 2476 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 2476 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 2476 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 16435 | 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 | 16435 | QualifyingDistributions |
| Adj Qualifying Distributions | 16435 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2476 | DistributableAmountAsAdjusted |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year5 | 104363 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 39857 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 42651 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 61482 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3842 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 252195 | TotalExcessDistriCarryover |
| Qualifying Distributions | 16435 | QualifyingDistributions |
| Applied To Current Year | 2476 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 13959 | RemainingDistriFromCorpus |
| Total Corpus | 266154 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 104363 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 161791 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 39857 | ExcessFromYear4 |
| Excess From Year3 | 42651 | ExcessFromYear3 |
| Excess From Year2 | 61482 | ExcessFromYear2 |
| Excess From Year1 | 3842 | ExcessFromYear1 |
| Excess From Current Year | 13959 | ExcessFromCurrentYear |
| 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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| NY PRESBYTERIAN HOSPITAL | |||||||
| 654 WEST 170TH STREET | NEW YORK | NY | 10032 | NONE | PUBLIC CHARITY | TO AID DONEE ORGANIZATION IN FULFILLING THEIR EXEMPT PURPOSE. | $10,000 |
| TEMPLE EMANUEL | |||||||
| 264 WEST NORTHFIELD ROAD | LIVINGSTON | NJ | 07039 | NONE | PUBLIC CHARITY | TO AID DONEE ORGANIZATION IN FULFILLING THEIR EXEMPT PURPOSE. | $2,500 |
| CANAVAN FOUNDATION INC | |||||||
| 450 West End Avenue 6A | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | TO AID DONEE ORGANIZATION IN FULFILLING THEIR EXEMPT PURPOSE | $650 |
| SUSAN G KOMEN FOR THE CURE (FLORIDA AFFILIATE) | |||||||
| 5005 LBJ FREEWAY SUITE 250 | DALLAS | TX | 75244 | NONE | PUBLIC CHARITY | TO AID DONEE ORGANIZATION IN FULFILLING THEIR EXEMPT PURPOSE. | $1,000 |
| COMMUNITY FOOD BANK OF NJ | |||||||
| 31 Evans Terminal | HILLSIDE | NJ | 07205 | NONE | PUBLIC CHARITY | TO AID DONEE ORGANIZATION IN FULFILLING THEIR EXEMPT PURPOSE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 14400 | 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 | $595 | 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 | $371 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAXES - 2009 OVERPAYMENT (NON-TAXABLE) | Description |
| Exclusion Code | 41 | ExclusionCode |
| Exclusion | $281 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,247 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1247 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | MARTIN BERNSTEIN | 85 SHREWSBURY DRIVE | LIVINGSTON | NJ | 07039 | 3055 | X | |
| 2 | MARTIN BERNSTEIN | 85 SHREWSBURY DRIVE | LIVINGSTON | NJ | 07039 | 212650 | X | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 2 | ContributorNumberFromPartI |
| Noncash Property Description | 5,000 SHARES - MESABI TRUST | NoncashPropertyDescription |
| Fair Market Value | 212650 | FairMarketValue |
| Date Received | 2010-11-09 | DateReceived |
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 | 200000 | 199978 |
| BEAL BANK TX US - CD | 50000 | 49971 |
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 | 430 |
| 269 SHS - BANCO SANTANDER SA | 2116 | 2865 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
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 (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| UBS - BUSINESS SVC ACCT FEE | 150 | 75 | 75 |
| DELAWARE FRANCHISE FEE | 55 | 0 | 55 |
| INTEREST | 8 | 0 | 8 |
| DELAWARE CSC | 356 | 0 | 356 |
| FOREIGN TAX PAID | 41 | 41 | 41 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| OTHER INCOME: | ||
| FEDERAL TAXES - 2009 OVERPAYMENT | 281 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES - '09 O/PMT | Category |
| Amount | $281 | Amount |
Comments